Windows Server 2003 R2 Enterprise Edition – Cluster Server Resource Center

clustering

Welcome to the Cluster Server Resource Center. On this page you will find a variety of topics to assist you with your high availability goals.


On This Page

            White Papers
          White Papers
Technical ContentTechnical Content
Frequently Asked QuestionsFrequently Asked Questions
Best PracticesBest Practices
ChecklistsChecklists
How to guidesHow to guides
News GroupsNews Groups
WebcastsWebcasts
Microsoft Support PoliciesMicrosoft Support Policies
Patterns and PracticesPatterns and Practices
ScriptsScripts
ToolsTools

          Troubleshooting
        Troubleshooting

White Papers

Windows Server 2003 Clustering

Windows Server 2003 meets the requirements your business has for continuity without putting pressure on your staff or budget. You can offer high availability for a wide variety of applications, because the most recent generation of Server Cluster is cost-effective to deploy and manage. With Network Load Balancing clusters, you can scale your applications, allowing you to start small and grow as needed. Factor in the savings from improved availability—the scalability benefits, the simplified management, and competitive total cost of ownership—and Windows Server 2003 pays for itself.

Technical Overview of Windows Server 2003 Clustering Services

This white paper gives an overview of the differences in clustering technology between Microsoft Windows Server 2003 and Windows 2000 Server. Some of the areas covered in the article are installation, integration, Network Load Balancing, and the new Network Load Balancing Manager.

Guide to Creating and Configuring a Server Cluster under Windows Server 2003 White Paper

This document provides instructions for creating and configuring a server cluster with servers connected to a shared cluster storage device and running Windows Server 2003 Enterprise Edition.

Virtual Server Host Clustering Step-by-Step Guide for Virtual Server 2005 R2

This document provides an introduction to the methods and concepts of Virtual Server host clustering. With Virtual Server host clustering, you can provide a wide variety of services through a small number of physical servers and, at the same time, maintain availability of the services you provide. If one server requires scheduled or unscheduled downtime, another server is ready to quickly begin supporting services. Users experience minimal disruptions in service.

SQL Server 2005 Failover Clustering White Paper

This white paper is intended for a technical audience and not technical decision makers. It complements the existing documentation around planning, implementing, and administering of a failover cluster that can be found in Microsoft SQL Server 2005 Books Online. To ease the upgrade process for existing users of failover clustering, this white paper also points out differences in the failover clustering implementation of SQL Server 2005 compared to SQL Server 2000

Microsoft Exchange Server 2003 High Availability Guide

Messaging systems are mission-critical components for many companies. However, circumstances such as component failure, power outages, operator errors, and natural disasters can affect a messaging system's availability. To help prevent against such circumstances, it is crucial that companies plan and implement reliable strategies for maintaining high availability. As an added benefit, a highly available messaging system can save money by providing consistent messaging functionality to users. Whether you are deploying a new Microsoft Exchange Server 2003 installation or upgrading from a previous version of Exchange Server, this guide will help you plan and deploy a highly available Exchange Server 2003 messaging system.

Microsoft Windows Clustering: Storage Area Networks

This White Paper describes storage area networks (SAN) and how server clusters can be deployed in a SAN, and how the Windows platform, regarding Windows clustering in particular, can take advantage of SAN technology.

Windows Server 2003 Server Cluster Architecture

Server clusters running on the Windows Server 2003 operating system provide failover support for back-end applications and services that require high availability and data integrity. These back-end applications include enterprise applications such as database, file server, enterprise resource planning (ERP), and messaging systems. Architecture and features of server clusters terminology, concepts, design goals, key components, and planned future directions are described.

Geographically Dispersed Clusters in Windows Server 2003

Describes multi-site network load balancing, server cluster configurations, and how to deploy geographically dispersed clusters. Also covered are key server cluster features in Windows Server 2003.

Quorums in Microsoft Windows Server 2003 Clusters

Provides a basic explanation of the two types of quorums available in Microsoft Windows server clusters.

Creating and Configuring a Highly Available Print Server Under Microsoft Windows Server 2003 Using a Server Cluster

This guide provides step-by-step instructions for creating and configuring a highly available print server on Microsoft Windows Server 2003 Enterprise Edition and Windows Server 2003 Datacenter Edition operating systems. These print servers use a typical, single quorum device, multi-node server cluster that uses a shared disk.


Technical Content

Introducing Microsoft Cluster Service (MSCS) in the Windows Server 2003 Family

Learn how to easily perform a sanity check of your application within a cluster environment without having to make any changes to your application's code. This paper focuses on Cluster Service, one of three Microsoft server technologies that support clustering.

What's New in Clustering Technologies

Building on the foundation established in Windows 2000, the Windows Server 2003 family provides new capabilities and features, making it easier and more efficient to deploy and manage clustering services.

Quick Start Guide for Server Clusters

This guide provides system requirements, installation instructions, and other step-by-step instructions that you can use to deploy server clusters if you are using Microsoft Windows Server 2003, Enterprise Edition, or Windows Server 2003, Datacenter Edition, operating systems.

Rolling Upgrades. Upgrading to Windows Server 2003

One of the features of Microsoft Windows Server 2003 Enterprise Edition and Datacenter Edition operating system is the ability to perform a rolling upgrade of the operating system on a server cluster. This TechNet article will cover the procedures that can be used to do a rolling upgrade.

Remote Setup, Unattended Installations and Image-based Installations

This document provides instructions for creating and configuring a server cluster through unattended and image based instillations.

Using Clustering with Exchange 2003

This paper provides detailed information about the hardware, software, and configuration of the Exchange server cluster, and explains why Microsoft’s Operations Technology Group chose the configuration.

Majority Node Set Quorum

The goal of this document is to provide an explanation of the new quorum type available in Windows Server 2003 clusters-majority node set (MNS) clusters.

Quorum Options - Windows Server 2003

The goal of this document is to explain the two types of quorums available in Windows Server 2003 clusters – standard and majority node set (MNS) clusters.

Storage Area Networks - For Windows 2000 and Windows Server 2003

The goal of this document is to provide information on Storage Area Network considerations when building a cluster.

Clustering in a SAN Environment

Running the same application on two or more servers helps ensure high application availability if one of the servers fails. Clustering software controls the failover process so that the application continues to run on the second server, without any loss of data and without interruption in service. Clustering offers other benefits too, including greater processing power, access to increased storage capacity, and better I/O performance, due to an increased I/O paths between servers and storage.
Shared storage can be considered a SAN, strict speaking, because clusters require shared access to the same storage device. However, adding a cluster to a preexisting SAN that many other servers have access to is quite different than simply creating an isolated cluster.

SQL Server 2000 Failover Clustering

This white paper will explain what failover clustering is: how it works, considerations to take into account when designing your solution, how to implement and administer your solution, and how to troubleshoot a failover cluster. Also included are some useful worksheets and checklists to assist you during the installation, as well as links to additional information where necessary.

SQL Server 2005 Books Online: Configuring High Availability

This section introduces several Microsoft SQL Server 2005 high-availability solutions that improve the availability of servers or databases. A high-availability solution masks the effects of a hardware or software failure and maintains the availability of applications so that the perceived downtime for users is minimized.

Extending Cluster Administrator in Windows Server 2003

Demonstrates how to effectively extend the Windows Server 2003, Enterprise Edition Cluster Administrator user interface to include application management functionality.

Designing a Geographically Dispersed Cluster

Geographically dispersed server clusters ensure that a complete outage at one site does not cause a loss of access to the application being hosted. All nodes hosting an application must exist within the same cluster. Therefore, to provide fault tolerance, a single cluster spans multiple sites.

Creating a Highly Available BizTalk Server Environment

This section describes how to provide high availability for the data and communications in Microsoft BizTalk Server 2006 when integrating disparate systems and applications. BizTalk Server 2006 separates the data from the hosts that process the data, enabling you to resolve availability issues by scaling the databases and hosts independently.

Providing High Availability for BizTalk Server Databases

BizTalk Server 2006 relies heavily on SQL Server 2000 or 2005 for data persistence. All other components and hosts in BizTalk Server have specific roles in the process of integrating disparate business applications (for example, receiving, processing, or routing messages), but the database computer captures this work and persists it to disk. To provide high availability for the BizTalk Server 2006 databases, use Windows Clustering to configure two database computers that are running SQL Server to create a server cluster. This server clustering provides redundancy and fault tolerance for the BizTalk Server 2006 databases.

Providing High Availability for BizTalk Hosts
High Availability for Enterprise Single Sign-On

Frequently Asked Questions

Frequently Asked Questions for Windows 2000 and Windows Server 2003

This FAQ answers commonly asked questions about Server Clusters.

iSCSI Cluster Support: Frequently Asked Questions

This FAQ answers commonly asked questions about Internet Small Computer System Interface (iSCSI) support when used with a Microsoft Windows Server 2003 failover cluster.


Best Practices

Server Cluster Best Practices

The following guidelines will help you effectively use a server cluster.
• Best practices for configuring and operating server clusters
• Best practices for securing server clusters

Best practices for Installing and Upgrading Cluster Nodes

Follow the appropriate checklist when installing or upgrading on cluster nodes.
• Checklist: Preparation for upgrading a cluster
• Checklist: Preparation for installing a cluster

Network Configuration Best Practices for Windows 2000 and Windows Server 2003

This document provides server cluster requirements and best practices for the network infrastructure for server clusters running Microsoft Windows 2000 or Windows Server 2003. Requirements must hold for the cluster to function correctly. Best practices are suggestions based on deployment feedback and issues seen in the field.

Backup and Recovery Best Practices for Windows Server 2003

This document covers the following two scenarios:
• Customer Has A Backup Of The System
• Customer Does Not Have A Backup Of The System

Security Best Practices for Windows 2000 and Windows Server 2003
Storage Best Practices for Windows 2000 and Windows Server 2003
Cluster Configuration Best Practices for Windows Server 2003
Recommended Private "Heartbeat" Configuration on a Cluster Server

Checklists

Creating Server Clusters

• Checklist: Planning and creating a server cluster
• Checklist: Creating a new group
• Checklist: Creating a new resource
• Checklist: Creating a server cluster virtual server
• Checklist: Creating a server cluster file server
• Checklist: Creating a server cluster print server
• Checklist: Creating a clustered IIS Web or FTP service
• Checklist: Creating a server cluster application server
• Checklist: Validating your clustering system

Installing Server Cluster Resources

• Checklist: Installing a DHCP Service resource
• Checklist: Installing a Distributed File System (DFS) root resource
• Checklist: Installing a Distributed Transaction Coordinator resource
• Checklist: Installing a File Share resource
• Checklist: Installing a Generic Application resource
• Checklist: Installing a Generic Script resource
• Checklist: Installing a Generic Service resource
• Checklist: Installing an IP Address resource
• Checklist: Installing a Local Quorum resource
• Checklist: Installing a Majority Node Set resource
• Checklist: Installing a Message Queuing resource
• Checklist: Installing a Network Name resource
• Checklist: Installing a Physical Disk resource
• Checklist: Installing a Print Spooler resource
• Checklist: Installing a Volume Shadow Copy Service Task resource
• Checklist: Installing a WINS Service resource

Checklists for Installing and Upgrading on Cluster Nodes

• Checklist: Preparation for upgrading a cluster
• Checklist: Preparation for installing a cluster

Exchange Server 2003 Clustering Quality Assurance Checklist

Exchange Server 2003 Cluster Configuration Checklist Discussion of the top cluster configuration issues developed through the operational experience of Microsoft IT that can adversely affect the performance and stability of Microsoft Exchange Server 2003.


How to guides

How to Upgrade Cluster Nodes
How to Use Windows Firewall with a Server Cluster
How to: Use a FrontPage Web Site on a Clustered File Share
How to: Format an Existing Partition on a Shared Cluster Hard Disk
How to cluster SQL Server 2000 Analysis Services in Windows 2000 and in Windows Server 2003
How to Configure Event Log Replication in Windows 2000 and Windows Server 2003 Cluster Servers
How to: Install Analysis Services on a Failover Cluster
How to: Create a New SQL Server 2005 Failover Cluster (Setup)
How to: Upgrade to a SQL Server 2005 Failover Cluster (Setup)
How to: Add or Remove Nodes in a SQL Server 2005 Failover Cluster (Setup)
How to: Recover from Failover Cluster Failure in Scenario 1
How to: Recover from Failover Cluster Failure in Scenario 2
How to: Remove a SQL Server 2005 Failover Clustered Instance (Setup)
How to: Change the IP Address of a SQL Server 2005 Failover Cluster
How to Configure Windows Clustering Groups for Hot Spare Support
How to: Backup and Restore Server Clusters
How to: Manage Networks
How to: Manage Cluster Hardware
How to: Test Failures and Failover Policies

News Groups

Discussions in Windows Server: Clustering
Discussions in SQL Clustering
Discussions in Exchange Server Clustering
Discussion on Failover Clustering in Windows Server "Longhorn"

Webcasts

Windows Server 2003 Clustering: New Features
TechNet Webcast: A Sneak Peak at the Future of Server Clustering (Level 300)
TechNet Webcast: How You Can Achieve Greater Availability with Failover Clustering Across Multiple Sites (Level 300)
TechNet Webcast: Clustering Windows Server 2003 and SQL Server 2000 and 2005 (Level 200)
TechNet Webcast: SQL Server 2005 Failover Clustering for SQL Server 2000 Users (Level 200)
TechNet Webcast: High Availability and Clustering in Exchange Server 2007 (Level 300)
TechNet Webcast: How Microsoft IT Maintains High Availability for Exchange Server 2003 at Microsoft (Level 200)
TechNet Webcast: How Microsoft IT Does Storage Design In Exchange Scale Up Deployments (Level 200)
Support Webcast: Clustering Microsoft Exchange Server 2003
Support Webcast: Introduction to Microsoft SQL Server 2000 Clustering
TechNet Webcast: Achieving High Availability with Windows Clustering (Level 200)
TechNet Webcast: Clustering and High Availability with Virtual Server 2005 R2 (Level 200)

Microsoft Support Policies

Microsoft Support for Server Clusters with Third-party System Components
Systems Management Server 2003 Cluster Support Requirements
The Microsoft Support Policy for Server Clusters, the Hardware Compatibility List, and the Windows Server Catalog
The Microsoft SQL Server Support Policy for Microsoft Clustering

Patterns and Practices

Performance and Reliability Patterns

Performance, scalability, and reliability are important attributes of any enterprise application. Although there are many ways to increase performance and improve reliability, this patterns cluster focuses how to combine multiple systems that serve any number of applications or users for greater scalability and improved availability. The patterns in this chapter provide a basis to effectively adapt to changes in load and peak traffic, and to increase availability.


Scripts

Sample Scripts for Managing Windows Cluster Server

• List Cluster Node Information
• List Cluster Resource Group Information
• List Cluster Resource Type Information
• List Cluster Service Information
• List Network Information
• List Network Interface Information
• Listing Cluster Resource Information
• Retrieving Clustering Information

Script for Virtual Server Host Clustering

The following Visual Basic script ensures that in a Virtual Server host cluster, the guest functions correctly when a failover or other cluster-related process occurs. The script also triggers restart of the guest if the guest stops running. The script is configured as a Generic Script resource in the cluster.


Tools

Cluster Diagnostics and Verification Tool (ClusDiag.exe)

Cluster Diagnostics and Verification Tool (ClusDiag) is a graphical tool that performs diagnostics tests on a pre-production server cluster and creates log files to help system administrators identify configuration issues prior to deployment in a production environment.

Cluster Server Recovery Utility (ClusterRecovery.exe)

The Cluster Recovery Utility is a tool that collects together a number of pieces of functionality that are particularly useful in a server cluster after a disk on the shared bus has failed.

Windows Server 2003 Resource Kit Tools

The Microsoft Windows Server 2003 Resource Kit Tools are a set of tools to help administrators streamline management tasks such as troubleshooting operating system issues, managing Active Directory, configuring networking and security features, and automating application deployment.
The Microsoft Windows Server 2003 Resource Kit includes the following tools for Microsoft Cluster Server.
• Clusdiag.msi: Cluster Diagnostics and Verification Tool
• Clusfileport.dll: Cluster Print File Port
• Clusterrecovery.exe: Server Cluster Recovery Utility


Troubleshooting

Troubleshooting Cluster Node Installations

This section provides symptom-based diagnostic procedures for troubleshooting cluster node installation problems.

Server Cluster Troubleshooting

This section provides symptom-based diagnostic procedures for troubleshooting clustering problems.

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