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Acknowledgements
This document was authored by Kris Piepho, a member of the Dell EMC Storage Applications Engineering
team.
The information in this publication is provided as is. Dell Inc. makes no representations or warranties of any kind with respect to the information in this
publication, and specifically disclaims implied warranties of merchantability or fitness for a particular purpose.
Use, copying and distribution of any software described in this publication requires an applicable software license.
Copyright 2016 Dell Inc. or its subsidiaries. All Rights Reserved. Dell, EMC and other trademarks are trademarks of Dell Inc. or its subsidiaries. Other
trademarks may be the property of their respective owners. Published in the USA [10/27/2016] [Configuration Guide] [3288-CD-WS].
Dell EMC believes the information in this document is accurate as of its publication date. The information is subject to change without notice.
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Table of contents
Revisions.............................................................................................................................................................................2
Acknowledgements .............................................................................................................................................................2
1 Introduction ...................................................................................................................................................................5
1.1 Audience .............................................................................................................................................................5
1.2 Prerequisites .......................................................................................................................................................5
2 Introduction to Microsoft failover clustering ..................................................................................................................6
2.1 Overview .............................................................................................................................................................6
2.2 Active/Active clusters ..........................................................................................................................................6
2.3 Active/Passive clusters .......................................................................................................................................6
2.4 Cluster quorum ...................................................................................................................................................6
2.4.1 Quorum configurations .......................................................................................................................................7
2.5 Cluster shared volumes ......................................................................................................................................7
2.5.1 Cluster shared volumes cache ...........................................................................................................................8
2.6 Using MPIO with Microsoft failover clusters .......................................................................................................8
2.7 High availability ...................................................................................................................................................8
2.8 Cluster validate ...................................................................................................................................................8
3 SC Series array configuration ....................................................................................................................................10
3.1 Creating a cluster server object in Dell Storage Manager ................................................................................10
3.2 Volume considerations .....................................................................................................................................11
3.3 Mapping SC Series Volumes to clustered server object in DSM .....................................................................11
4 Windows Server configuration....................................................................................................................................12
4.1 Network configuration .......................................................................................................................................12
4.1.1 Public interface .................................................................................................................................................12
4.1.2 Private network .................................................................................................................................................12
4.1.3 Cluster NIC adapter assignment and NIC teaming ..........................................................................................13
4.2 Installing the failover clustering feature ............................................................................................................13
4.2.1 Installing the failover clustering feature on Windows Server 2016 ...................................................................13
4.2.2 Installing the failover clustering feature on Nano Server ..................................................................................14
4.3 Preparing disks for a new cluster .....................................................................................................................16
4.3.1 Preparing disks on Windows Server 2016 .......................................................................................................16
4.3.2 Preparing disks on a Nano Server....................................................................................................................17
5 Create a failover cluster .............................................................................................................................................19
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6 Adding disks to a cluster ............................................................................................................................................21
6.1 Creating a cluster shared volume (CSV) from available cluster storage..........................................................22
7 Failover clustering and Hyper-V .................................................................................................................................25
8 Administrative tasks ...................................................................................................................................................26
8.1 Testing failover .................................................................................................................................................26
8.1.1 Moving roles .....................................................................................................................................................26
8.2 Cluster-Aware updating ....................................................................................................................................27
8.3 Windows PowerShell ........................................................................................................................................28
8.3.1 Dell Storage PowerShell SDK command set ...................................................................................................28
A Additional resources ...................................................................................................................................................29
A.1 Technical support and resources .....................................................................................................................29
A.2 Related documentation .....................................................................................................................................29
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1 Introduction
Dell Storage SC arrays are designed from the ground up with redundancies to avoid downtime for such
events as component failures, maintenance, upgrades and expansion. These redundancies benefit clustered
Windows Servers and their respective workloads. Windows Server also includes similar features. When
SC Series arrays are integrated with clustered Windows Servers, their feature sets complement each other.
There are several other means of presenting storage to a Windows Server 2016 or Nano Server cluster, such
as traditional on-board storage in physical servers. Another is Storage Spaces; which Microsoft introduced
with the initial release of Windows Server 2012. Storage Spaces Direct and Storage Replica were introduced
with Server 2016. While Storage Spaces, Storage Spaces Direct, and Storage Replica offer similar basic
features as traditional SAN arrays, the SC series SAN provides a much more powerful and complete set of
integrations, management and monitoring tools that are not available with Storage Spaces or Storage Replica
alone.
1.1 Audience
This document was written for technology professionals interested in learning more about configuring a
Microsoft Windows Server 2016 or Nano Server Failover Cluster with SC Series SAN arrays.
1.2 Prerequisites
Understanding the material in this document requires advanced working knowledge of the following:
Note: Unless otherwise specified, the recommendations and examples in this document apply to both
Windows Server 2016 and Nano Server.
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2 Introduction to Microsoft failover clustering
2.1 Overview
Microsoft Failover Clustering provides the capability to tie multiple Windows Server 2016 or Nano Server
servers together to offer high availability and scalability for business-critical applications such as Microsoft
Exchange, Hyper-V, Microsoft SQL Server and file servers. Clustering is designed to maintain data
integrity and provide failover support. Windows Server 2016 failover clustering can scale up 64 nodes in a
single cluster.
Improving on the previous release of failover clustering included with Windows Server 2012 R2, the 2016
version includes many new features and improvements. Some of these are cluster operating system rolling
upgrades, a new quorum witness hosted in Microsoft Azure, site-aware clusters, the ability to use every NIC
on a subnet for cluster traffic, and various improvements to Hyper-V Virtual Machines hosted on a cluster. In
addition, servers that function as cluster nodes can belong only to workgroups (and not joined to a domain),
or nodes in the same cluster can be joined to different domains. For a complete list of changes and new
features included in Windows Server 2016 failover clustering, please refer to Microsoft TechNet.
Failover clustering is included in both the Standard and Datacenter versions of Windows Server 2016 and
Nano Server.
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nodes in the cluster cannot reach majority (such as an even number of cluster nodes) and works as the
determining vote if needed. The witness can be a shared disk or a file share that runs outside of the cluster.
4. Cloud witness
Functions much like a node majority with witness quorum, except the file share witness is hosted in
Microsoft Azure.
Note: In clusters with an even number of nodes the default quorum configuration is node majority with
witness. In clusters with an odd number of nodes the default quorum configuration is node majority with no
witness.
In most cases, a disk witness should be used when a witness is required. A file share witness should only be
used in case shared storage between cluster nodes is not available.
Note: As mentioned above, Windows Server 2016 will automatically assign the proper cluster quorum
configuration based upon the number of nodes in the cluster. As a best practice, do not change the cluster
quorum configuration unless the number of nodes in the cluster has changed.
For more information about configuring and managing the quorum in a failover cluster, please refer to
Microsoft TechNet.
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2.5.1 Cluster shared volumes cache
CSV cache is a failover clustering feature that uses system memory (RAM) as a write-through cache on
Cluster Shared Volumes. CSV cache is designed to be used with Hyper-V guest and scale-out file server
workloads. When properly configured, CSV cache can significantly improve performance of the workloads
hosted on the CSV.
Note: CSV cache is disabled by default on Windows Server 2016 and Nano Server clusters.
The use of MPIO with SC Series volumes is highly recommended. Refer to the Dell SC Series: Microsoft
Multipath I/O Best Practices Guide on Dell TechCenter for more information on configuring MPIO in Windows
Server 2016 and Nano Server.
As a best practice, perform Cluster Validate on any cluster configuration that uses SC Series arrays to ensure
the customer can receive Microsoft Premier Support should a cluster issue arise.
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Cluster Validate is a wizard-driven tool in Failover Cluster Manager that can be run as part of configuring a
new cluster or at any time thereafter. The Cluster Validate tool assumes that the storage is attached and
accessible by all nodes participating in the test.
Note: Running Cluster Validate on a live Failover cluster with active resources may require a maintenance
window for all validation tests to run as some resources may temporarily go offline.
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3 SC Series array configuration
Configuring an SC Series to present storage to a Microsoft failover cluster is a straightforward process.
Before continuing, be sure that all Windows Server 2016 or Nano Servers used as cluster nodes are properly
connected to the SC Series array and configured according to best practice guidelines detailed in the Dell SC
Series: Windows Server 2016 Best Practices Guide, located on TechCenter.
Note: Snapshot profiles can be applied to cluster server objects, and will apply to all volumes mapped to the
object.
9. Click OK.
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3.2 Volume considerations
When considering how to size volumes for use in a failover cluster, it is important to size cluster data volumes
based on the workload that will be stored on them. For example, cluster data volumes that host Hyper-V
workloads need to be sized to accommodate the desired total number of virtual machines running on a single
data volume.
Cluster quorum volumes do not require more than 1GB of space and should be sized accordingly.
To increase the amount of storage available to cluster roles, additional volumes can easily be added to a
cluster. Cluster volumes can also be resized to use any space that may be added to the volume
Note: To map multiple volumes to a cluster server object at the same time, the volumes will all need to be
contained in the same volume folder.
To map an individual volume to cluster server object, perform the following steps:
To map multiple volumes to a server cluster object, perform the following steps:
1. Expand Volumes and select the volume folder containing the volumes.
2. In the volume folder summary, select the volumes to map.
3. Right-click on the highlighted volumes and select Map Volume to Server.
4. Select the cluster server object and click Next.
5. Click Finish.
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4 Windows Server configuration
Before creating a failover cluster, be sure the Windows Servers (Server 2016 and Nano Server) that are to be
used as nodes in the cluster are configured using Dell EMC best practice guidelines as detailed in the Dell SC
Series: Windows Server 2016 Best Practices Guide, located on TechCenter.
Along with the Dell EMC recommended best practice settings, additional settings and best practices should
be applied to Windows Servers before creating a failover cluster. These settings are detailed in this section.
During the cluster creation process all available NICs on the system are assigned to the cluster. NIC adapters
on the same subnet are automatically grouped together and configured for cluster use. The adapters that can
access the network are configured as part of the public connection. Any adapters that can only communicate
with each other are configured as part of the private network.
After cluster creation, specific NIC adapters can be excluded from cluster communications by editing the
cluster network settings.
In a larger cluster configuration, or in configurations where high-bandwidth connections are required between
cluster nodes, dedicated hardware and a separate subnet may be required for these cluster communications.
Note: Although recommended, a private network is not required to create a failover cluster and will not
cause cluster validation to fail. Be advised that intra-cluster communications between failover clusters
configured without a private network will occur on the public network. In cluster configurations where large
amounts of data are transferred between cluster nodes (such as Hyper-V Live Migrations), overall network
and cluster performance can be negatively impacted as the internal cluster data is transferred on the public
network in addition to normal network and cluster traffic.
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When configuring a private network adapter, the following guidelines should be followed:
In previous versions of Windows Server failover clustering, in cases where there were two or more NIC
adapters on each node that belonged to the same subnet, the cluster would only use one of the adapters on
each node to allow access from the public network. In order to use more than one adapter on the same
subnet in the cluster, the adapters needed to be teamed prior to cluster creation.
As mentioned previously, Windows Server 2016 automatically uses all available NIC adapters on the same
subnet for cluster communications through the Simplified SMB Multichannel and Multi-NIC Cluster Networks
feature. This capability eliminates the need to team multiple NICs in order to use them all in the cluster. For
more information about Simplified SMB Multichannel and Multi-NIC Cluster Networks, refer to TechNet.
Using teamed NICs in a cluster is still supported, although it is not necessary. Advantages to using teamed
NIC adapters in a cluster include increased failover capability and in some cases, increased bandwidth. In
Windows Server 2016, NIC adapters can be teamed via software from the NIC manufacturer (such as Intel or
Broadcom), or through the built-in load balancing and failover option (LBFO) within the operating system. For
more information on NIC teaming in Windows Server 2016, refer to Microsoft TechNet.
Note: Once a NIC has been added to a cluster it can no longer be modified. NIC teams must be configured
before cluster creation.
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8. Click Next when returned to the Select Features screen.
9. Click Install to start the feature installation.
10. Click Close when the installation is finished.
11. Repeat this process on any other servers that are to be used as cluster nodes.
For more information about installing Nano Server packages, refer to TechNet.
To install the failover clustering package on an online Nano Server, perform the following steps:
Import-PackageProvider NanoServerPackage
Find-NanoServerPackage
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6. Install the failover cluster package by typing:
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8. Repeat this process on any other Nano Server servers that are to be used as cluster nodes.
Note: Although it is not a requirement to create a cluster, it is recommended to prepare two SC Series
volumes to be presented to the cluster. One of the volumes will be used for the cluster quorum, while the
other volume will be used for cluster data.
1. Open the Disk Management MMC by clicking Start > Run > diskmgmt.msc and then press [Enter].
In Disk Management, if the SC Series volume does not appear, click Action > Rescan Disks to
display the newly available volume as unknown and offline.
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d. Select Do not assign a drive letter or drive path, click Next.
e. Specify partition format options:
i. Select Format this volume with the following settings.
ii. Select NTFS of ReFS for the File System.
iii. Leave Allocation unit size set to default.
iv. Assign a volume label.
Note: To better manage cluster volumes, provide intuitive and descriptive volume labels that correspond to
the name assigned to the LUN on the SC Series array. This is particularly useful when multiple LUNs of the
same size are presented to the same cluster.
To prepare SC Series volumes to be used in a failover cluster on a Nano Server, perform the following steps:
Get-Disk
Note: If an SC Series volume is not visible, run the Update-HostStorageCache command to rescan disks.
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5. Create a new Windows volume using all available space on the disk, format the volume in NTFS and
assign a label to the volume by typing:
6. At this point, the volume is ready to be added to the cluster. Repeat this process on any other
SC Series volumes that are to be used with the Nano Server cluster.
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5 Create a failover cluster
The Failover Cluster Management MMC is used to create failover clusters, validate hardware for potential
failover clusters and perform configuration changes to failover clusters. Failover Cluster Manager can be used
to create clusters on Windows Server 2016 servers, as well as Nano Server servers.
Note: Failover clusters can also be created using PowerShell on both Windows Server 2016 and Nano
Servers. Both the Failover Cluster MMC and PowerShell offer the same functionality.
1. Start Failover Cluster Manager by clicking Start > Windows Administrative Tools > Failover
Cluster Manager.
2. In the actions pane, click Create Cluster.
3. Click Next on the Before You Begin screen.
4. Enter the Windows Server 2016 servers or Nano Server servers that are to be part of the cluster.
After a server name is entered, click Add. When all server names have been entered, click Next.
5. In the Validation Warning dialog of the Create Cluster Wizard, select to run the configuration
validation tests and then click Next.
Note: Microsoft requires performing cluster validation in order to obtain assistance from Premier Support.
The Cluster Validation tool will report a failure if both nodes of the cluster are not presented with (or are
unable to access) available storage from the SC Series array.
Note: Cluster validation can succeed even if warnings are reported about the configuration. It is highly
recommended to resolve any warnings before continuing with cluster setup.
10. Type the Cluster Name, and provide an IP address for the cluster access point. Click Next.
11. Verify the information, and then click Next.
Note: By enabling add all eligible storage to the cluster on the confirmation screen, all storage that is
presented to both nodes of the cluster and formatted with NTFS or ReFS will be added to the cluster
available storage pool. In a 2 Node cluster configuration if two (or more) drives are added to the cluster, the
smallest capacity disk will be configured automatically as the cluster quorum disk.
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12. Once the cluster creation is completed, click Finish.
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6 Adding disks to a cluster
Adding disks to the cluster is a simple process once the new volume has been created on the SC Series array
and mapped to the cluster nodes using the server cluster object in DSM. Complete the following steps from
either node to add a new disk (or disks) to the cluster:
Note: For instructions on how to present SC Series volumes to the cluster, refer to section 3.2 of this
document.
1. In Failover Cluster Manager, expand the cluster, expand Storage, and then click Disks.
2. In the Actions pane, click Add Disk.
3. Select the disk or disks to add and then click OK. The disk(s) will be mounted and brought online.
Note: When adding multiple disks to the cluster (especially if they are the same size), it is a best practice to
add each disk individually to keep track of the SC Series LUN assigned to each cluster disk.
Note: For more efficient disk management, the cluster disk name should match the name that was set when
the volume was formatted.
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c. The disk name change will be reflected in Failover Cluster Manager.
1. Open Failover Cluster Manager, expand Storage, select Disks, right-click the disk to convert and
select Add to Cluster Shared Volumes.
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2. The conversion takes place immediately. The disk will now show as a Cluster Shared Volume in the
Assigned To column.
3. The newly created CSV is presented as a mount point in the C:\ClusterStorage directory on each
node of the cluster.
Note: When CSV mount points are created they are named sequentially as Volume1, Volume2, etc
CSV mount points can be renamed for ease of management reasons. As a best practice, rename the CSV
mount point to match the associated cluster disk name.
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Note: CSV mount points should be renamed before cluster resources are configured to the corresponding
CSV. Renaming a CSV mount point with associated active cluster resources will cause the resources to fail.
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7 Failover clustering and Hyper-V
When clustered, Hyper-V hosts can greatly enhance host server hardware utilization (including processors,
memory, NICs, and power) by allowing many VMs to share these resources at the same time. When used
with Cluster Shared Volumes, Hyper-V guests can be assigned to highly-available cluster roles providing
seamless failover capability for the guests.
Like physical servers, failover clustering can be used to cluster Hyper-V guests together. Clustered Hyper-V
guests can share SC Series storage using in-guest iSCSI, virtual Fibre Channel, pass-through disks, or
shared virtual hard disks.
For detailed information on how to install, configure and administer Windows Server 2016 Hyper-V, including
clustering, refer to the Dell SC Series Storage and Microsoft Hyper-V Best Practices (Updated for Server
2016) on TechCenter.
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8 Administrative tasks
1. From Failover Cluster Manager, expand the cluster and highlight Roles. In the Roles window, right-
click the Role to failover and then choose Move, then Select Node.
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3. The Role will move to the other node. Verify the owner node in the Roles window.
CAU is a powerful feature that can be scheduled on daily, weekly or monthly intervals.
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8.3 Windows PowerShell
As mentioned previously in this document, Windows Server 2016 and Nano Server both include failover
cluster Cmdlets to allow for the installation, configuration and administration of failover clustering from within
PowerShell.
For a complete listing of available failover clustering Cmdlets, refer to Microsoft TechNet.
The Dell Storage PowerShell SDK command set is the next-generation PowerShell interface that provides
more functionality than the legacy command set. It is designed to work with Dell Storage Manager. Any task
that can be performed using the Dell Storage Manager Client can be automated in a PowerShell script using
the PowerShell SDK.
For a detailed reference of commands found in the Dell Storage PowerShell SDK command set, refer to the
Dell Storage PowerShell SDK Cookbook found on Dell TechCenter.
Note: At the time of this writing, the Dell Storage PowerShell SDK is not supported on Nano Server.
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A Additional resources
Dell TechCenter is an online technical community where IT professionals have access to numerous resources
for Dell software, hardware and services.
Storage Solutions Technical Documents on Dell TechCenter provide expertise that helps to ensure customer
success on Dell Storage platforms.
Vendor Resource
Dell Dell SC Series Storage: Microsoft Windows Server 2016 & Nano Server Best Practices
Dell Dell SC Series Storage and Microsoft Hyper-V Best Practices (Updated for Server 2016)
Microsoft Configure and Manage the Quorum in Windows Server Failover Cluster
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