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Creating an iSCSI Target Cluster Using Hyper-V for Shared Storage

#1
11-07-2020, 02:24 AM
Creating an iSCSI Target Cluster Using Hyper-V for Shared Storage demands a thorough understanding of several components – from Windows Server configurations to network setups. Let’s explore how we can achieve this step-by-step, ensuring that you have a solid blueprint for setting this up in a production environment.

When setting up an iSCSI target cluster, you typically need at least two nodes running Windows Server with Hyper-V installed. Hyper-V can manage clusters more efficiently when there's shared storage available because it allows for features such as Live Migration and Failover Clustering. I always recommend having two or more servers to create redundancy right from the start.

Before diving into the configuration, make sure that you have the Failover Clustering feature installed on each node. This can be done easily through the Server Manager or via PowerShell. Execute the following command on each node:


Install-WindowsFeature -Name Failover-Clustering -IncludeManagementTools


Network configuration also plays a crucial role. For the cluster to communicate effectively, it’s best practice to set up a dedicated network for cluster communications and another for iSCSI traffic. A common approach is to use VLANs to segregate these types of traffic. Make sure that each node has the appropriate IP addresses configured.

Next, you’ll want to configure your iSCSI target. In this step, the iSCSI Target feature needs to be installed on one of your nodes, which typically will act as the iSCSI target server. You can install this via Server Manager or using PowerShell:


Install-WindowsFeature -Name FS-iSCSITarget-Server


Once that’s done, the next step is to create your iSCSI target. Open the iSCSI target management console from the Server Manager. Click on “iSCSI Targets,” then select “New iSCSI Target.” This opens a wizard that guides you through adding a name for your target and adding any initiators. An initiator is what connects to your iSCSI target, which in this case would be the Hyper-V nodes.

If you want to keep things secure, make sure to use CHAP authentication when configuring your target. Set this up in the “iSCSI Initiator Properties” section. You can create different targets for different functions, depending on your needs and how you're planning your infrastructure.

After you create the target, you’ll typically need to create disk resources. You might do this by using a dynamic disk or from a directory on an attached volume. Ensure that the location you choose has adequate storage and performance metrics to support your planned workloads. To create a disk for your iSCSI target, click on “New Virtual Disk” in the iSCSI Target console and follow the wizard, choosing the location and size according to your requirements.

Now, it’s time to connect the Hyper-V nodes to the iSCSI target. On each Hyper-V node, open the iSCSI Initiator. You'll be prompted to enter the iSCSI target’s IP address. Just enter the target server’s IP, and you should see your target populate under the “Targets” tab, which you can connect to.

Once connected, you need to configure the disks inside Disk Management. Go to Disk Management on each Hyper-V node, where you should see the new iSCSI disks listed as offline. Bring them online, initialize them, and format them as needed.

When this setup is in place and the disks are correctly configured, the next critical part is creating your Failover Cluster. In the Failover Cluster Manager, select “Create Cluster.” You’ll be prompted to specify the nodes that you want to include in this cluster. Enter the names of your Hyper-V hosts. Follow the wizard through the validation process; this is one of the most significant parts because it catches any potential issues before you finalize the cluster.

Once your cluster is created, you can create Cluster Shared Volumes (CSV) using the iSCSI disks you added. In the Failover Cluster Manager, locate your cluster, right-click on the "Storage" node, and choose “Add Disk.” Select the iSCSI disks and add them to the cluster.

After these are added, you can enable Cluster Shared Volumes. This option allows multiple nodes to access the same storage simultaneously, which is an essential feature for running multiple VM instances effectively. You’d do this by right-clicking on the disks in Failover Cluster Manager again and selecting “Enable Cluster Shared Volumes.”

At this point, your iSCSI target cluster should be fully functional. Each Hyper-V node should now have access to the iSCSI storage, and you can start spending time creating virtual machines, knowing that you have redundancy and scalability in place. Performance can be a consideration; testing would be your best friend in this arena. Run various workloads to gauge how your iSCSI setup performs under load.

Another thing to keep in consideration is backup solutions. A robust backup plan is essential for any environment running Hyper-V. With Hyper-V, a solution like BackupChain Hyper-V Backup is often recommended. BackupChain supports incremental backups and features such as continuous data protection, enabling you to ensure your data is backed up without interruption. Various backup points can be utilized, which can be a lifesaver during disaster recovery scenarios.

To maximize performance and store your data effectively, consider enabling SMB Multichannel if you are also considering SMB shares in conjunction with your Hyper-V setup. This allows for multiple connections to be made between the servers and ensures that available bandwidth is utilized efficiently.

Having shared storage like this allows for more sophisticated recovery methods, including the use of VM replicas. You could also look into automating some of your processes using PowerShell scripts. For instance, if you're frequently adding or removing VMs, having scripts to set up the necessary configurations on your shared storage workload will save time and prevent errors.

Always monitor the health and performance of your iSCSI targets during normal operations. Tools and features available in Windows Server can help with this, including performance counters that can track throughput and latency over time.

If you need to troubleshoot, make sure that you check network configurations carefully. Latency can rise quickly if there are unforeseen issues in the network stack. Use tools such as PowerShell to ping the iSCSI target or verify connectivity.

When scaling out your environment, you might decide to implement additional nodes later. Adding nodes to your cluster is just as crucial as configuring the original setup. Ensure that new nodes are fully patched, have the same version of Windows Server, and have the same role features installed. This uniformity minimizes headaches down the road.

Data integrity and reliability should always be top of mind as you’re configuring these setups. RAID configurations on the storage layer can help with redundancy but consider your read/write operations and how they may impact performance. Proper planning in these areas will pay off in the long term.

To recap what we’ve built, you've set up an iSCSI target cluster using Hyper-V for shared storage that gives you flexibility, performance, and the necessary tools for managing storage solutions effectively in a cloud-oriented world.

The following is a brief introduction to BackupChain Hyper-V Backup.

Introducing BackupChain Hyper-V Backup

BackupChain Hyper-V Backup offers comprehensive backup solutions for Hyper-V environments. Features include incremental backups, allowing for reduced storage consumption and decreased backup times. It also supports automated backup scheduling and continuous data protection, ideal for businesses looking to minimize downtime. Users can maintain multiple versions of backups with ease, ensuring that recovery options are available should issues arise. BackupChain's integration with Hyper-V allows for streamlined operations, making it a popular choice among IT professionals looking to secure their virtual environments.

savas@BackupChain
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