IBM Flex System Solution for Microsoft Hyper-V (2-node) Reference Architecture

Redpaper
Scott Smith

IBM Flex System Solution for Microsoft
Hyper-V (2-node) Reference Architecture
Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Business problem and business value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Business problem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Business value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Architectural overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Microsoft Hyper-V and failover clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Component model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
IBM Flex System Enterprise Chassis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
IBM Flex System Chassis Management Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
IBM Flex System x240 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
IBM System Storage DS3524 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
IBM Flex System EN2092 Ethernet switches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Deployment considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Racking and power distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Networking and VLANs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Setup of the IBM Flex System x240 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Cluster creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Optional four-node configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
IBM Reseller Option Kit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Related links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Bill of materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Networking worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Author. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Now you can become a published author, too! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

© Copyright IBM Corp. 2013. All rights reserved.

ibm.com/redbooks

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Introduction
The Flex System Solution for Microsoft Hyper-V Reference Architecture provides businesses
with an affordable, interoperable, and reliable industry-leading virtualization and cloud
solution choice. This IBM® Flex System based offering, which is built around the latest IBM
x86 servers, storage, and networking, takes the complexity out of the solution by using
step-by-step implementation guides. Validated by the Microsoft Private Cloud Fast Track
program, the IBM virtualization reference architecture combines Microsoft software,
consolidated guidance, and validated configurations for compute, network, and storage
resources. The Microsoft program requires a certain minimum level of redundancy and fault
tolerance across the servers, storage, and networking for the Windows Servers clusters to
help ensure a certain level of fault tolerance while you manage private cloud
pooled resources.
This Reference Architecture provides ordering, setup, and configuration details for the IBM
2-Node highly available virtualization environment that has been validated as a Microsoft
Hyper-V Fast Track Small configuration. The design consists of two IBM Flex System™ x240
compute nodes that are attached to IBM System Storage® DS3524 iSCSI-connected
storage. Networking takes advantage of the Flex Chassis EN2092 switches. This
fault-tolerant hardware configuration is clustered by using the Microsoft Windows Server
2012 operating system.

Business problem and business value
This section briefly describes the business problem that is associated with maintaining a
robust IT environment while you keep pace with the ever-changing landscape and the
business value that can be realized by combining Hyper-V Fast Track virtualization with
failover clustering to ensure reliable continuity of business during periods of stress.

Business problem
Good IT practices recognize the need for high availability, flexibility, and maximum resource
usage. Rapidly responding to changing business needs with rapid deployment and
configuration while maintaining healthy systems and services directly corresponds to the
vitality of your business. Natural disasters, malicious attacks, and even simple configuration
problems can cripple services and applications until administrators resolve the problems and
restore any backed up data. The challenge of maintaining uptime becomes more critical as
businesses consolidate physical servers in to a virtual server infrastructure to reduce data
center costs, maximize utilization, and increase workload performance.

Business value
Combining virtualization with failover clustering helps eliminate single points of failure so
users have near-continuous access to important server-based and business-productivity
applications. Virtual machines can be migrated among clustered host servers to support
scheduled maintenance, and if physical or logical outages result in unplanned failures, virtual
machines can be automatically restarted on the remaining cluster nodes. As a result, clients
experience little to no downtime. This seamless operation is attractive for organizations trying
to create business and maintain healthy service level agreements (SLAs).

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IBM Flex System Solution for Microsoft Hyper-V (2-node) Reference Architecture

Architectural overview
The Microsoft Hyper-V Fast Track Small configuration provides a validated configuration of
two compute nodes or less without a stand-alone management environment. This is ideal for
smaller organizations that do not require the extra complexity and flexibility a dedicated
management environment brings or for larger organizations that might have an existing
management environment or are interested in setting up a proof of concept configuration. The
design consists of two IBM Flex System x240 compute nodes, which are attached to the IBM
System Storage DS3524 Storage controller. The networking design leverages the Flex
System EN2092 Ethernet Switches. This fault-tolerant hardware configuration is clustered by
using the Microsoft Windows Server 2012 operating system. A short summary of the
Reference Architecture software and hardware components is listed below, followed by
preferred practice implementation guidelines.
The Reference Architecture Configuration is composed of the following
enterprise-class components:
One IBM Flex Enterprise System Chassis
Two IBM Flex System x240 compute nodes in a Windows Failover Cluster
running Hyper-V
One DS3524 Highly Available (HA) storage with dual controllers
Four Flex System EN2092 switches providing redundant networking for data and storage
Together, these components form a high-performance and cost-effective solution that
supports Microsoft Hyper-V cloud environments for the most popular business-critical
applications and many custom third-party solutions. Equally important, these components
meet the criteria that are set by Microsoft for the Private Cloud Fast Track program. The
Private Cloud Fast Track program promotes robust cloud environments to help satisfy even
the most demanding virtualization requirements.
Figure 1 shows the overall configuration.

14

13

12

11

(1) Flex Enterprise Chassis

10

9

8

7

6

5

(2) Flex System x240
Compute Nodes

(4) Flex System
EN2092 Ethernet
Switches

4

3

2

1

Flex System Enterprise

(1) DS3524 Storage
Controller

(1) Chassis
Management Module
(1) DS3524 Storage
w/ iSCSI Controllers

Figure 1 Cloud Hyper-V Fast Track configuration


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This IBM Redpaper™ publication is for IT architects who are familiar with the necessary
components of virtualized environments and want to begin with a small Hyper-V environment,
but be positioned to scale up as demand grows. Additionally, IBM Sellers and IBM Business
Partners and their clients that are evaluating or pursuing Hyper-V virtualization solutions can
benefit from this previously validated configuration. Advanced comprehensive experience
with the various Reference Architecture components is advised.

Microsoft Hyper-V and failover clustering
Microsoft Hyper-V technology continues to gain competitive traction as a key cloud
component in many client virtualization environments. Hyper-V is included as a standard
component in Windows Server 2012 Standard Edition and Datacenter Edition. Hyper-V virtual
machines (VMs) support up to 64 virtual processors and 1 TB of memory.
Individual VMs have their own operating system instance and are isolated from the host
operating system and other VMs. VM isolation helps promote higher business-critical
application availability. The Microsoft failover clustering feature, in the Windows Server 2012
Standard and Datacenter Editions, can dramatically improve production uptimes.
Microsoft failover clustering helps eliminate single points of failure (SPOFs) so that users
have near-continuous access to important server-based, business-productivity applications.
VMs can be migrated among clustered host servers to support scheduled maintenance. In
physical or logical outages that result in unplanned failures, VMs can be automatically
restarted on the remaining cluster nodes. As a result, clients experience little-to-no downtime.
This seamless operation is attractive for organizations that are trying to create new business
and maintain healthy SLAs.
Additionally, Microsoft failover clustering in Windows Server 2012 now supports native
network interchange card (NIC) teaming to improve network fault tolerance. Microsoft failover
clustering in Windows Server 2012 further improves physical resource utilization by load
balancing VMs across cluster members in active/active configurations.

Component model
This highly available IBM private cloud architecture consists of the IBM Flex System
Enterprise chassis with IBM Flex EN2092 Ethernet switches, IBM Flex System x240 compute
nodes that run Microsoft Windows Server 2012, and DS3524 storage. Each component
provides a key element to the overall solution.

IBM Flex System Enterprise Chassis
The IBM Flex System Enterprise Chassis is a simple and integrated infrastructure platform
that supports a mix of compute, storage, and networking resources to meet the demands of
your application workloads. More chassis can be added easily as workloads scale.
With the IBM Flex System Manager™, multiple chassis can be monitored from a single
window. The 14-node, 10U chassis delivers high-speed performance that is complete with
integrated servers, storage, and networking. This flexible chassis is designed for a simple
deployment now and to scale to meet your needs in the future.

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Figure 2 shows the IBM Flex System Enterprise Chassis with compute nodes that are
installed in the front and with network switches, power supplies, and fans that are installed in
the rear.

Figure 2 IBM Flex Enterprise Chassis

IBM Flex System Chassis Management Module
The IBM Flex System Chassis Management Module (CMM) is a hot-swap module that
configures and manages all installed chassis components. The CMM provides resource
discovery, inventory, monitoring, and alerts for all compute nodes, switches, power supplies,
and fans in a single chassis. The CMM provides the communication link with each compute
node system management processor, which is also called an Integrated Management
Module (IMM), to support power control and out-of-band remote connectivity. The default IP
address for the CMM is 192.168.70.100.

IBM Flex System x240
At the core of the IBM Cloud Reference Configuration solution, the IBM Flex System x240
compute nodes deliver the performance and reliability that are required for virtualizing
business-critical applications in Hyper-V cloud environments.
To provide the expected virtualization performance to handle any Microsoft production
environment, IBM Flex System x240 compute nodes can be equipped with up to two 8-core
E5-2600 processors, and up to 768 GB of memory. The IBM Flex System x240 includes an
onboard RAID controller. You can choose either spinning hot-swap serial-attached SCSI
(SAS) or Serial Advanced Technology Attachment (SATA) disks. Or, you can choose small
form-factor (SFF) hot-swap solid-state drives (SSDs).


5

Figure 3 shows the front of the x240.
Hard disk drive
activity LED

USB port

NMI control

Console Breakout
Cable port

Hard disk drive
status LED

Power button / LED

LED panel

Figure 3 IBM Flex System x240

Two I/O slots provide ports for both your data and storage connections though the Flex
Enterprise chassis switches. The server also supports remote management through the IBM
Integrated Management Module II (IMM2), which enables continuous management
capabilities. All of these key features, including many that are not listed, help solidify the
dependability IBM clients are accustomed to with IBM System x® servers.
By virtualizing with Microsoft Hyper-V technology on IBM Flex System x240 compute nodes,
businesses reduce physical server sprawl, power consumption, and total cost of ownership
(TCO). Virtualizing the server environment also results in lower server administrative impact,
giving IT administrators the capability to manage more systems than exclusive physical
environments. Highly available critical applications that are on clustered host servers can be
managed with greater flexibility and minimal downtime due to the Microsoft Hyper-V live and
quick migration capabilities.

IBM System Storage DS3524
The DS3524 combines storage development with leading 6-Gbps SAS, 1/10 Gb iSCSI or
Fibre Channel (FC) host interfaces, and SAS/SATA drive technology. With its simple,
efficient, and flexible approach to storage, the DS3524 is a cost-effective complement to IBM
Flex System, System x, and IBM BladeCenter® systems.
By offering substantial features at a price that fits most budgets, the DS3524 delivers superior
price/performance ratios, functionality, scalability, and ease of use for the entry-level
storage user.
The DS3524 offers these benefits:
Scalability to mid-range performance and features that start at entry-level prices
Efficiency to help reduce annual energy expenditures and environmental footprints
Simplicity that does not sacrifice control with the perfect combination of robustness and
ease of use

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The DS3524 is well-suited for Microsoft virtualized cloud environments. The DS3524
complements the IBM Flex System Enterprise Chassis, Flex EN2092 Ethernet switches, and
x240 compute nodes in an end-to-end Microsoft Hyper-V private cloud solution by delivering
proven disk storage in flexible and scalable configurations. Connecting optional EXP3500
enclosures to your DS3524 can scale up to 192 SAS, SATA, and SSD disks and with up to
576 TB of raw capacity. The DS3524 has 1 GB of cache per controller, upgradeable to 2 GB.
The DS3524 now comes standard with 128 activated storage partitions. The DS3524 also
comes with Volume Copy, Encryption, Dynamic Disk Pool, Thin Provisioning, and
32 Enhanced IBM FlashCopy® snapshots. Optional features, such as SSD Cache,
512 Enhanced FlashCopy snapshots, Consistency Groups, IP Replication, and Remote and
Global Mirroring, are available for an extra cost, if needed.
The DS3524 is shown in Figure 4.

Figure 4 IBM System Storage DS3524

IBM Flex System EN2092 Ethernet switches
The IBM Flex System EN2092 1Gb Ethernet Scalable Switch enables administrators to offer
full Layer 2 and 3 switching and routing capability with combined 1-Gb and 10-Gb uplinks in
an IBM Flex System Enterprise Chassis. This consolidation simplifies the data center
infrastructure and helps reduce the number of discrete devices, management consoles, and
management systems while taking advantage of the 1-Gb Ethernet infrastructure.
In addition, the next-generation switch module hardware supports IPv6 Layer 3 frame
forwarding protocols. This scalable switch delivers port flexibility, efficient traffic
management, increased uplink bandwidth, and strong Ethernet switching price/performance.
The IBM Flex System EN2092 1Gb Ethernet Scalable Switch is shown in Figure 5.

Figure 5 IBM Flex System EN2092 1Gb Ethernet Scalable Switch


7

Deployment considerations
A successful Microsoft Hyper-V deployment and operation can be attributed to a set of
test-proven planning and deployment techniques. Proper planning includes sizing the needed
server resources (CPU and memory), storage (space and IOPS), and networking bandwidth
to support the infrastructure. This information can then be implemented by using industry
preferred practices to achieve optimal performance and the growth headroom that is
necessary for the solution.
The Microsoft Private Cloud Fast Track program combined with the IBM enterprise-class
hardware prepares IT administrators to successfully meet their virtualization performance and
growth objectives by deploying private clouds efficiently and reliably.
The preferred practices and implementation guidelines for the Cloud Reference Configuration
are broken down into the following topics:
Racking and power distribution
Networking and VLANs
Active Directory
Storage
Setup of the IBM Flex System x240
Optional four-node configuration

Racking and power distribution
Perform the installation of power distribution units (PDUs) and their cabling before any
system is racked. When cabling the PDUs, remember the following information:
Ensure that you have sufficient and separate electrical circuits and receptacles to support
the required PDUs.
To minimize the chance of a single electrical circuit failure taking down a device, ensure
that sufficient PDUs exist to feed redundant power supplies that use separate
electrical circuits.
For devices that have redundant power supplies, plan for individual electrical cords from
separate PDUs.
Maintain appropriate shielding and surge suppression practices.
Employ the appropriate battery backup techniques.

Networking and VLANs
Combinations of physical and isolated virtual local area networks (VLANs) are configured at
the host, switch, and storage layers to satisfy isolation requirements. At the physical host
layer, eight 1 Gb Ethernet devices exist for each Hyper-V server (two Flex System EN2024
4-port 1GbE switch modules). At the physical switch layer, four Flex System EN2092
switches have up to 48 1 GbE ports each for storage and host connectivity.
To support all eight 1 GbE connections from each server, the EN2092 switches require the
Upgrade 1 Feature on Demand (FoD) option. A second FoD option is available if the external
10 GbE network ports are used for either uplink or inter-switch link connections.

8


The servers and storage maintain connectivity through multiple iSCSI connections that use
Multipath I/O (MPIO). Windows Server 2012 NIC teaming is used to provide fault tolerance
and load balancing to all the remaining communication networks (host management, Cluster
Private, Live Migration, and VM).
At the physical switch layer, VLANs are used to provide logical isolation between the various
networks that are used for storage and data traffic. A key element is configuring the switches
correctly to maximize the available bandwidth and reduce congestion. However, based on
individual environment preferences, flexibility is available regarding how many VLANs are
created and what type of role-based traffic they handle. However, after a final selection is
made, ensure that the switch configurations are saved or backed up.
Switch ports that are used for iSCSI traffic, Cluster Private, and Live Migration must be
configured as untagged (access mode in Cisco terms). This configuration limits that port to
only a single VLAN. The Ethernet frame receives a default VLAN ID at the switch (no settings
are needed at the operating system level).
Switch ports that are used for the Cluster Private and Live Migration team need to carry
multiple VLAN IDs. These ports must be set to enable tagging, and the VLAN definitions must
be specified on each switch to include the related ports. Each of these networks needs VLAN
assignments in Windows Server.
Inter-switch links are created between switches that share NIC team members. Link
Aggregation Control Protocol (LACP) bonds 2 - 8 switch ports between two switches. LACP
teams provide for higher bandwidth connections and error correction between LACP team
members. LACP teams are used for the inter-switch links and the uplink connections to a
corporate network.

Up to 8 – DS3500 and
Expansion

(4) EN2092 Ethernet switches (in Flex
chassis) provide fault tolerant data and
storage connectivity Fault tolerant NIC
teams and LACP teams across the
switches provide redundant
communication paths for the storage,
servers, and VMs.

Figure 6 shows a high-level network overview of the configuration.

Figure 6 Cloud Reference configuration


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VLAN description
The five VLANS are described in Table 1. More information, such as an example of port
layouts and configuration, is shown in Table 11 on page 46. Worksheets to help plan network
layout are in “Networking worksheets” on page 42.
Table 1 LAN definitions
Network

Description

VLAN 10

iSCSI Storage Network

Used for iSCSI storage traffic

VLAN 20

iSCSI Storage Network

Used for iSCSI storage traffic

VLAN 30

Cluster Private Network

Used for private cluster communication and Cluster
Shared Volumes traffic

VLAN 31

Cluster Live Migration Network

Used for cluster VM Live Migration traffic

VLAN 40

10

Name

Cluster Public Network

Used for host management and VM communication


Flex System switch locations
The IBM Flex System chassis contains up to four switches. The numbering of these switches
is interleaved, as shown in Figure 7. Consider this numbering when you perform work on the
switches or add cable connections to the external ports.
Switch 1

Power
Supply
Bay

Switch 3

10

1

Switch 2

3

I/O Bay

Power
Supply
Bay

Switch 4

5

2

4
CMM2

I/O Bay

I/O Bay

I/O Bay
CMM
Bay

6

5

4
Fan
Bay

Fan
Bay

Power
Supply
Bay

Power
Supply
Bay

Fan
Bay

Fan
Bay

Power
Supply
Bays

6

3

5

2

4

1

Fan
Bays

10
9
8
7
6

5
4
3
2
1

Fan
Bay

Fan
Bay

Power
Supply
Bay

Power
Supply
Bay

Fan
Bay

Fan
Bay

3

2

1

CMM1
1

6

3

2

1

4

Figure 7 IBM Flex System switch locations in the chassis

iSCSI storage network (VLANs 10 and 20)
At the physical storage layer, the DS3524 uses iSCSI ports for connectivity. Each controller
has four 1 GbE Ethernet ports for iSCSI traffic. The usage of the Microsoft MPIO driver and
the DS3524 Device Specific Module (DSM) manages the multiple I/O paths between the host
servers and storage. Using the Microsoft MPIO driver and DSM optimizes the storage paths
for maximum performance. VLANs are used to isolate storage traffic from other data traffic on
the switches. Ethernet Jumbo Frames are set on the hosts and storage to maximize storage
traffic throughput.
VLAN 10 and VLAN 20 are reserved for server access to the iSCSI storage. All iSCSI traffic
must be isolated on VLAN 10 and 20. One switch hosts VLAN 10, and a second switch hosts
VLAN 20.


11

In setting up iSCSI access to the DS3524 storage controller, consider the
following information:
To help balance iSCSI workloads, each DS3524 controller maintains two iSCSI
connections to the networks.
Each controller has one connection to each switch.
Each DS3524 controller must have its iSCSI ports set to support Jumbo frames
(9000 bytes).
The EN2092 switch, by default, supports Jumbo frames.
By default, the EN2092 switches are set as untagged ports. The correct default VLAN ID
needs to be assigned to the targeted ports from the EN2092 switch configuration menu.
In setting up iSCSI access for each host (server/compute node), consider the following items:
Each compute node has two connections to the iSCSI networks (one to each VLAN). One
connection must be made from each of the two NIC cards (see Figure 6 on page 9).
Because the switch ports are configured for a single VLAN in untagged mode, you do not
need to specify a VLAN ID in the operating system on the NIC.
By default, the EN2092 switches are set as untagged ports. The correct default VLAN ID
needs to be assigned to the targeted ports in the EN2092 switch configuration menu.
Each NIC port that connects to these VLANs must be set for Jumbo frames in the
advanced properties of the NIC under Windows Device Manager.

Cluster Private and Cluster Shared Volumes networks (VLAN 30)
This network is reserved for Cluster Private (heartbeat) communication between clustered
servers. Switch ports must be configured to appropriately limit the scope of each of these
VLANs. This configuration requires that the switch ports for each x240 compute node are set
to tagged. The VLAN definitions must include these ports for each switch. The switch ports
that use this VLAN must specify VLAN 30 in Windows Server 2012. There must be no IP
routing or default gateways for Cluster Private networks.

Production Live Migration network (VLAN 31)
A separate VLAN must be created to support Live Migration for the cluster. Switch ports must
be configured to appropriately limit the scope of each of these VLANs. This configuration
requires the switch ports that are used by each x240 compute node to be set to tagged. The
VLAN definitions must include these ports for each switch. The switch ports that use this
VLAN must specify VLAN 31 in Windows Server. There must be no routing on the Live
Migration VLAN.

Production communication network (VLAN 40)
This network supports communication for the hosts and VMs. Two teams, which are created
by using the Windows Server 2012 native NIC teaming feature, are used to provide fault
tolerance, and load balancing for communication for host servers and VMs. These switch
ports must be configured with their assigned VLAN ID in untagged mode. Default VLAN IDs
are assigned for each of the ports that participate in the VLAN.

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If additional segregation between the management and VM networks is required, the VM
Team network ports can be set to tagged, and the ports can be added to the switch VLAN
definitions. Each VM can then set the necessary VLAN ID as part of its network settings
under Hyper-V manager. Layer 3 routing must also be configured for the switches to allow
support for VM network access as needed.
For more configuration network planning and configuration assistance, see “Networking
worksheets” on page 42.

DS3524 network ports
At the physical storage layer, the DS3524 uses iSCSI ports for storage connectivity. Each
controller has four 1 GbE Ethernet ports for iSCSI traffic. The use of the DS3524 Device
Specific Module (DSM) manages the multiple I/O paths between the host servers and
storage, and optimizes the storage paths for maximum performance. VLANs are used to
isolate storage traffic from other data traffic on the switches. Ethernet Jumbo Frames are set
on the hosts and storage to maximize storage traffic throughput.
Two Ethernet ports on each controller are reserved for management of the DS3524. At a
minimum, one management connection from each controller must be connected to the
network. Connecting each controller to both switches provides more redundancy.
The location of the iSCSI and management ports can be seen in Figure 8.
Management Connections

iSCSI Connections

Figure 8 DS3524 iSCSI and management port location

IBM Flex System x240 network ports
The host servers have a total of two EN2024 4-port 1GbE network cards for a total of eight
1 GbE network ports to use for iSCSI storage connectivity, public and private cluster
communication, and VM communication. The iSCSI connections to storage use Multipath I/O
drives to ensure fault tolerance and load balancing. Windows Server 2012 NIC teaming is
used for all but the iSCSI networks to provide fault tolerance, and spread the workload across
the network communication interfaces. The NIC teams follow the preferred practice by
ensuring that the team members are from each of the EN2024 network cards so that no
single card failure can take down the team.


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The x240 compute node I/O connectors are shown in Figure 9.
I/O connector 1

Fabric connector

I/O connector 2

Expansion
connector

Figure 9 Locations of the I/O connectors 1 and 2

Ethernet port assignment is listed in Table 2.
Table 2 Ethernet port assignment
I/O slot

iSCSI VLAN

ClstrPriv Team

Mgmt Team

VM Team

Slot 1

Switch 1 (VLAN 10)

Switch 1

Switch 2

Switch 2

Slot 2

Switch 3 (VLAN 20)

Switch 3

Switch 4

Switch 4

IBM Flex System EN2092 Ethernet configuration
The IBM Flex System configuration uses four Flex System EN2092 switches that contain up
to 48-Gb Ethernet ports each. The EN2092 provides primary storage access and data
communication services. Redundancy across the switches is achieved by creating an
inter-switch link between switches 1 and 3 and between switches 2 and 4. The inter-switch
links can be created by using the external 10 GbE links if activated or by creating an LACP
team with multiple 1 GbE ports. Uplink connections can be achieved with either
10 GbE or LACP teams, depending on the client configuration.
Each EN2092 switch requires Upgrade 1 to activate the additional ports that are required to
fully support all the EN2024 ports on each x240 compute node. An additional FoD license is
needed if the 10 GbE interfaces are used.

14


Management of the EN2092 switches can be performed either by the command-line interface
(CLI) or a web-based user interface (Figure 10). The default user name and password for the
IBM EN2092 switches is admin/admin. Change the default user name and password to a
non-default password that meets the security requirements of each organization.

Figure 10 EN2092 administration interface

Spanning tree must be enabled on all switches according to the requirements of
your organization.
By default, the switches are assigned the following management IP addresses:
192.168.70.120 - Switch 1
192.168.70.121 - Switch 2
192.168.70.122 - Switch 3
192.168.70.123 - Switch 4
EN2092 switch port assignments can be seen in Table 3.
Table 3 EN2092 switch port layout
Port

Switch 1

Switch 2

Switch 3

Switch 4

Internal ports
Internal
Port A1

iSCSI (VLAN 10)

Mgmt Team (VLAN 40)

iSCSI (VLAN 20)

Mgmt Team (VLAN 40)

Internal
Port B1

LM and Cluster Priv
Team (VLANs 30 and
31)

VM Team (VLAN 40)

LM and Cluster Priv
Team (VLANs 30 and
31)

VM Team (VLAN 40)

Internal
Port A2

iSCSI (VLAN 10)

Mgmt Team (VLAN 40)

iSCSI (VLAN 20)

Mgmt Team (VLAN 40)

Internal
Port B2

LM and Cluster Priv
Team

VM Team (VLAN 40)

LM and Cluster Priv
Team (VLANs 30 and
31)

VM Team (VLAN 40)


15

Port

Switch 1

Switch 2

Switch 3

Switch 4

External ports
External
Port E1

Not used

AD Server (VLAN 40)

Not used

AD Server (VLAN 40)

External
Port E2

Not used

Storage Mgmt (Cntrl-A)

Not used


External
Port E3

Not used

Storage Mgmt (Cntrl-B)

Not used


External
Port E4

iSCSI - Cntrl-A (VLAN
10)

Not used

20)

Not used

External
Port E5

iSCSI - Cntrl-B (VLAN
10)

Not used

20)

Not used

External
Port E6

LACP Team (inter-switch
link) (VLANs 30 and 31)

link) (VLAN 40)


link) (VLAN 40)

External
Port E7

LACP Team
(Inter-switch link)
(VLANs 30 and 31)

link) (VLAN 40)


link) (VLAN 40)

External
Port E8

No uplink

LACP Team (corporate
uplink) (VLAN 40)

No uplink

uplink) (VLAN 40)

External
Port E9

No uplink

uplink) (VLAN 40)

No uplink

uplink) (VLAN 40)

Ports are set as untagged, by default. For example, the storage ports remain untagged
(iSCSI and management). A default VLAN ID must be set as appropriate for the untagged
ports. This setting can be done from the switch configuration menu for each port, as shown in
Figure 11.

Figure 11 Setting VLAN tagging and the default VLAN ID

16


Switch ports that might have traffic from multiple VLANs must use tagged ports that must be
added to the respective VLANs in each switch, as appropriate, as shown in Figure 12.

Figure 12 Adding ports to the VLAN interface

Consider the following information about LACP teams (see Figure 13) on the EN2092 switch.
Each LACP team has a unique port admin key and each port that is a member of that team is
set to this unique value. In addition, the ports of one switch take the active role, and the ports
of the other switch are set to a passive role.

Figure 13 LACP configuration interfaces

The configuration of the ports for each switch in the configuration is described.
Switch 1 ports must be configured in the following manner:
Ports A1, A2, EXT4, and EXT5 - VLAN 10 iSCSI traffic:
– VLAN tagging disabled (default).
– Jumbo frames that are configured by default on the switch.
– The default is VLAN 10.


17

Ports B1, B2, EXT6, and EXT7 - Cluster Private/Cluster Shared Volumes (CSV) and
Live Migration:
– VLAN tagging enabled.
– Add ports to VLANs 30 and 31.
Ports EXT6 and EXT7 - Inter-switch link with Switch 3:
–
–
–
–

Configure as an LACP team.
Set ports to active.
Check that the Ethernet cables connect to the external switch ports on Switch 3.
Consider the interleaved numbering of switches.

Ports A1, A2, EXT4, and EXT5 - VLAN 20 iSCSI traffic:
– Jumbo frames that are configured by default.
Ports B1, B2, EXT6, and EXT7 - Cluster Private/CSV and Live Migration:
– VLAN tagging enabled.
– Add ports to VLANs 30 and 31.
–
–
–
–

Set ports to passive.
Check that the Ethernet cables connect to external switch ports on Switch 1.

Ports A1, A2, B1, B2, EXT1, EXT2, EXT3, EXT6, EXT7, EXT8, and EXT9 - VLAN 40
management traffic:
–
–
–
–

Set ports to active.
Check that the Ethernet cables connect to external switch ports on Switch 4.

Ports EXT8 and EXT9 - LACP team for corporate uplink:
– Configure as an LACP team.
– Set ports to active/passive, depending on the needs of the uplink switches.
– Check that the Ethernet cables connect to uplink switches.
Ports A1, A2, B1, B2, EXT1, EXT2, EXT3, EXT6, EXT7, EXT8, and EXT9 - VLAN 40
management traffic:
– Set ports to passive.
– Check that Ethernet cables connect to external switch ports on Switch 2.
18


Ports EXT8 and EXT9 - LACP team for corporate uplink:
– Set ports to active/passive, depending on the needs of uplink switches.
– Check that the Ethernet cables connect to uplink switches.

Active Directory
The IBM Private Cloud Architecture must be part of an Active Directory (AD) domain, which is
required to form the Microsoft Windows Server 2012 clusters. An AD server is presumed to
exist. The identified external switch ports on switches 2 and 4 can be used for connectivity, or
connectivity can be achieved from your uplink ports to the network of your organization.

Storage
For an overview of the DS3524, see the IBM System Storage DS3500 Introduction and
Implementation Guide, SG24-7914, found at:
http://www.redbooks.ibm.com/abstracts/sg247914.html?Open

Cabling
In this configuration, each storage controller maintains two connections to the switches on the
back of the Flex Enterprise chassis. One connection is to Switch 1, and one connection is to
Switch 3. Storage controller-A must be connected to external port 3 on each of these
switches. Storage controller-B must be connected to external port 4 on each controller. See
Figure 14 on page 20.
Two 1 GbE connections that use MPIO provide sufficient bandwidth for most configurations of
this size. However, if the storage network load requires more bandwidth, the remaining two
iSCSI ports on the DS3524 can be connected as well. If additional Ethernet connections exist
between the storage controllers and the switches, configure the switch ports to support the
correct VLANs as well.
Two management Ethernet ports are on the back of the DS3524. Distribute the management
connections across external ports 2 and 3 on EN2092 switches 2 and 4 to help ensure
connectivity if one switch is temporarily down. These switch ports must also be configured
with VLAN 40 in untagged mode to communicate correctly.


19

Figure 14 shows the storage connections for both iSCSI and management to the IBM Flex
System EN2092 switches.
EN2092
SW1
Power
Supply
Bay

EN2092
SW3
10

1

EN2092
SW2

3

I/O Bay

Power
Supply
Bay

EN2092
SW4
5

2

4
CMM2

I/O Bay

I/O Bay

I/O Bay
CMM
Bay

6

5

4

Fan
Bay

Power
Supply
Bay

Fan
Bay

Power
Supply
Bay

Fan
Bay

Fan
Bay

Power
Supply
Bays

6

3

5

2

4

1

Fan
Bays

10
9
8
7
6

5
4
3
2
1

Fan
Bay

Fan
Bay

Power
Supply
Bay

Power
Supply
Bay

Fan
Bay

Fan
Bay

3

2

1

CMM1
1

6

3

2

1

4

VLAN 10 / iSCSI
VLAN 20 / iSCSI
VLAN 40 / Mgmt
Controller-A

Controller-B

DS3524 iSCSI Storage
Figure 14 DS3524 Storage Ethernet connections

Management
The DS3524 is managed by using the IBM Total Storage Manager tools that are available for
download at the IBM Support website found at http://www.ibm.com/support (support
account registration is required). The DS3524 MPIO DSM driver is also required for
this configuration.

20


To begin the management of the DS3524, complete the following steps:
1. Establish an out-of-band connection with Total Storage Manager by using the default
TCP/IP addresses (see Figure 15):
– Management Interface 1:
•
•

Controller-A - 192.168.128.101
Controller-B - 192.168.128.102

– Management Interface 2:
•
•

Controller-A - 192.168.129.101
Controller-B - 192.168.129.102

Figure 15 Establish an out-of-band connection to DS3524 management ports


21

2. Navigate to the DS3524 Setup page to change the management and iSCSI port TCP/IP
addresses to the address to use in production (Figure 16).

Figure 16 Setting management and iSCSI ports for DS3524

22


3. Set the iSCSI port TCP/IP addresses for the two ports to use on each controller, and
enable Jumbo frames (9000 bytes) under Advanced Port Settings (Figure 17).

Figure 17 iSCSI port settings

DS3524 and Hyper-V cluster storage considerations
The DS3524 storage system supports a concept that is called disk pooling. Disk pools
remove much of the guesswork of creating arrays and creating logical volumes from these
arrays. A single disk pool that contains all 24 drives can be created. The DS3524 creates and
aggregates the optimum number of RAID 6 arrays to support this disk pool. From this pool,
one or more logical disks can be created and presented to the host servers. All I/O can be
spread out across all the disks to maximize disk throughput. The combination of RAID 6 and
proprietary disk pooling software adds exceptional fault tolerance and quicker disk rebuild
time in a disk failure.
Microsoft Windows Failover Clustering supports Cluster Shared Volumes (CSVs). Cluster
Shared Volumes provide the primary storage for the VM configuration files and virtual hard
disks. All CSVs are concurrently visible to all cluster nodes and are simultaneously accessible
from each node. From the disk pool, two logical disks can be created: one logical disk for the
cluster quorum and one logical disk for a Cluster Shared Volume.


23

Figure 18 shows a suggested disk configuration for the DS3524.

Disk Pool1 – 24 Disk pool
Logical Disk1 – 5 GB Volume Quorum
Logical Disk2 – 4 TB Volume CSV1
Figure 18 DS3524 storage configuration

Disk configuration and performance can be highly workload-dependent. Although this disk
configuration fits most user applications, profile and analyze your specific environment to
ensure adequate performance for your needs.

Configuration
To configure DS3524 storage, complete the following steps:
1. Create the disk pool that is needed for the production configuration. Assign a pool name to
it, and select the number of disks to use (Figure 19).

Figure 19 DS3524 array creation

24


Logical disks can now be created off the pool (Figure 20).

Figure 20 DS3524 logical drive creation

2. Create a host group to contain each of the host servers (Figure 21). A host group is a
logical group that contains the host servers that all see the same storage volumes.

Figure 21 DS3524 host group creation

Setup of the IBM Flex System x240
Our Windows Server cluster consists of two dual-socket IBM Flex System x240 compute
nodes with 64 GB of RAM, and eight 1GbE NIC ports each.
The setup involves the installation of Windows Server 2012 Datacenter Edition on each
server followed by the confirmation of network and storage connectivity. Then, Hyper-V and
Microsoft Clustering can be enabled and configured. Highly available VMs can then be
created to perform the various production tasks that your organization requires.


25

Pre-operating system installation steps
Before you install the operating system, complete the following steps:
1. Confirm that both EN2024 4-port Ethernet adapters are installed in each compute node.
2. Install the latest firmware on the x240 by using a Bootable Media Creator image.
Bootable Media Creator creates a bootable image of the latest IBM x240 updates
(download in advance). An external DVD drive is required. The Bootable Media Creator
(BoMC) can be downloaded from this website:
http://ibm.com/support/entry/portal/docdisplay?lndocid=TOOL-BOMC
IBM Fast Setup is an optional tool that can be downloaded and used to configure multiple
System x, BladeCenter, or Flex System systems simultaneously. A link to this tool is at
this website:
http://ibm.com/support/entry/portal/docdisplay?lndocid=TOOL-FASTSET
3. By default, the x240 compute node is set to balance power consumption and
performance. To change this setting boot to UEFI mode, select System Settings 
Operating Mode (Figure 22) and change the selection to what best fits your
organizational parameters.

Figure 22 Operating Modes settings in UEFI

4. EN2092 switches are configured as described in “Networking and VLANs” on page 8:
– Inter-switch links are created and show as active in the EN2092
management consoles.
– Uplinks are created and show as active in the EN2092 management consoles.
– VLANs are configured for their respective ports in the EN2092 management consoles.

26


5. DS3524 iSCSI storage must be configured, as described in “Configuration” on page 24.
DS3524 iSCSI storage must be ready for iSCSI qualified name (IQN) assignments to map
the volumes to the servers.
6. The two local disks must be configured as a RAID 1 array.
IMM address: The default IMM address for each x240 compute node is 192.168.70.1xx,
where xx is equal to the two-digit slot number in which the compute node is installed (Slot 1
= 01).

OS installation and configuration
To install and configure the operating system on each x240 compute node, complete the
following steps:
1. Install Windows Server 2012 Datacenter Edition.
Windows Server 2012 Datacenter Edition offers unlimited Windows VM rights on the host
servers and is the preferred version for building private cloud configurations.
Windows Server 2012 Standard Edition now supports clustering as well, but it provides
licensing rights for up to two Windows VMs only (additional licenses are needed for more
VMs). Windows Server 2012 Standard Edition is intended for physical servers that have
few or no VMs that run on it.
2. Set your server name, and join the domain.
3. Install the Hyper-V role and Failover Clustering feature.
4. Run Windows Update to ensure that any new patches are installed.
5. Multipath I/O is used to provide balanced and fault-tolerant paths to DS3524. Multipath I/O
requires an additional DS3524 DSM-specific driver1 to be installed on the host servers
before you attach the storage.
6. The Microsoft MPIO prerequisite driver is also installed if the driver is not on the system.
This driver is part of Windows and installs automatically when the IBM driver is installed.

Network configuration
To complete network configuration, complete the following steps:
1. For the iSCSI network interfaces, set the MTU size to 9000 to support Jumbo frames. The
larger packet size helps the storage performance. Complete this step under the device
properties of each NIC (Figure 23).

Figure 23 Jumbo frame settings for host server
1

Go to http://ibm.com/support and select downloads for the DS3524 (http://bit.ly/10CiWbd). Scroll down to the
Storage Manager section of downloads and locate the correct download in the form
Disk-SM-Windows-x86-Month-Year-Version-xx.xx.xx. The MPIO driver is in the Windows directory in the
compressed file that you download.


27

2. Set up NIC teaming.
One key new feature of Windows Server 2012 is in-box NIC teaming. This in-box teaming
can provide fault tolerance and link aggregation and be tailored to host or VM connectivity.
Three separate Windows Server 2012 teams are created in this configuration. One team
is used to support host server management traffic. A second team is used to support
Cluster Private/CSV communication and Live Migration (across separate vNICs and
VLANs). A third team provides VM communication.
Carefully identify and enumerate the network interfaces in each host to ensure that teams
are spread across the two physical devices and routed to the correct switches. Two
network interfaces run to each switch. One way to enumerate the ports is to disable a port
on a switch and see the change that is reflected under network devices.
The setting for Windows Server 2012 in-box NIC teaming is in the Server Manager
console, as shown in Figure 24.

Figure 24 NIC teaming in Server Manager

3. Create the team to support cluster public communication with the host servers by using
the two dedicated NIC ports, as described in “Networking and VLANs” on page 8.

28


Create this team by using the default switch independent teaming mode and address hash
load balancing mode (Figure 25). These modes provide 2 Gbps of outbound traffic
bandwidth and 1 Gb of inbound traffic bandwidth.

Figure 25 Windows Server 2012 NIC team

4. Create a second team with the teaming properties with the Cluster Private/Live Migration
network interfaces. However, do not specify any VLANs now.
5. Create the team to support VM communication with the host servers by using the two
dedicated NIC ports, as described in “Networking and VLANs” on page 8. Create this
team by using the default switch independent teaming mode and Hyper-V port load
balancing mode.
Ethernet traffic for each VM is assigned to one of the team members as the default path.
The VM traffic is spread evenly across the team. In a failure, traffic is reassigned to an
alternative team member. The VLAN setting is configured under Hyper-V.


29

When Windows Server 2012 NIC teaming is complete, three teams display under the NIC
teaming management utility (Figure 26).

Figure 26 Windows Server NIC teaming

6. Create a vSwitch for use by the host for Cluster Private/CSV communication and Live
Migration. PowerShell is used to create this vSwitch (instead of Hyper-V Virtual Switch
Manager) to take advantage of additional options and flexibility only available
with PowerShell.
PowerShell is part of Windows Server 2012. The CLI can be started by entering
PowerShell at the command line, running the start command, or clicking the
PowerShell icon.
7. Determine the network adapters that are available to work with by running the following
PowerShell command:
Get-NetAdapter
8. Record the name of the VM team that is created for Cluster Private/CSV and
Live Migration.
9. Create the vSwitch on top of this team by running the following PowerShell command:
New-VMSwitch -name ClusterPrivate -netadaptername TeamName
-MinimumBandwidthMode Weight -AllowManagementOS $true
10.Add the second vNIC interface to the vSwitch (allow management OS access) by running
the following command:
Add-VMNetworkAdapter -ManagementOS -Name LiveMigration -SwitchName
ClusterPrivate
11.Reserve a minimum of 10% of the available bandwidth for the Cluster Private/CSV
network by running the following command:
Set-VMNetworkAdapter -ManagementOS -Name ClusterPrivate -MinimumBandwidthWeight 10
12.Reserve a minimum of 90% of the available bandwidth for the Live Migration network by
running the following command:
Set-VMNetworkAdapter -ManagementOS -Name LiveMigration -MinimumBandwidthWeight 90

30


13.Set the correct VLAN ID for each of these networks by running the following command:
Set-VMNetworkAdapterVlan -ManagementOS -VMNetworkAdapterName ClusterPrivate
-Access -VlanId 30
Set-VMNetworkAdapterVlan -ManagementOS -VMNetworkAdapterName LiveMigration
-Access -VlanId 31
14.After you set the VLAN IDs, confirm your network adapter name and VLAN assignments
by running the following command:
Get-VMNetworkAdapterVlan -ManagementOS
The output is shown in Figure 27.
PS C:Usersadministrator.C4> Get-VMNetworkAdaptervlan -ManagementOS
VMName VMNetworkAdatperName Mode
VlanList
------ -------------------- ----------LiveMigration
Access 31
ClusterPriv
Access 30
Figure 27 Results of the PowerShell VMNetworkAdapter configuration

15.Record the Windows Team network device name that is intended for use by the VMs
(Figure 28).

Figure 28 Available networking devices that can be used to create a vSwitch


31

16.Use Hyper-V Manager to create a vSwitch that is based on this device. Clear the check
box that allows management traffic on this device (Figure 29).

Figure 29 vSwitch settings

17.Confirm that the switch name is the same on all cluster nodes to ensure that Live
Migration works correctly.
18.Assign TCP/IP addresses and confirm network connectivity for all network connections on
each VLAN.
19.The cluster public network must be at the top of the network binding order (VLAN 40).
20.The iSCSI, Cluster Private, and Live Migration networks must not have any defined default
gateway. In addition, the Client for Microsoft networks and File and Print Sharing can be
disabled for these interfaces.

Storage connections
The DS3524 provides shared storage that is used to create highly available and fault-tolerant
drives for use by the cluster.

32


The following steps complete the configuration and presentation of the disks on the DS3524.
The process of making the iSCSI connections from Windows Server 2012 back to these disks
is described. Complete the following steps:
1. Each disk is used to ensure that the DS3524 storage volumes are accessible only to the
specific servers that are assigned to them. IQN names are assigned to each server, and
the IQN names can be seen in the Microsoft iSCSI Initiator Properties window in the
Control Panel. The IQN name for each server changes after the host servers join the
Windows domain.
Record the IQN names for each server to complete the host mapping in the DS3524
Storage Manager (Figure 30).

Figure 30 Server IQN name in Windows Server 2012 iSCSI Initiator Properties

2. From the Total Storage Manager application, add each of the clustered hosts to the host
group (Figure 31).

Figure 31 Add Host to Host Group


33

3. Select iSCSI as the interface type, add the unique IQN name for each host, and assign a
chosen name (Figure 32).

Figure 32 Host definition

4. Select Windows Clustered if you are not using Disk Pools and are queried for a Host
type (Figure 33).

Figure 33 Host type

The DS3524 disks are now ready and visible to the host servers. iSCSI connections are
made from each server to the DS3524 to complete the storage connections.
5. Using the Microsoft iSCSI initiator, connect each host to a server path. Use the Quick
Connect option if you are not using any advanced features.

34


If a CHAP secret is defined on the target (DS3524), click the Discover Target Portal tab,
enter the target IP, and click Advanced (Figure 34).

Figure 34 Target discovery with advanced options

6. When complete, a minimum of four paths that are defined between the server and the
storage are shown (Figure 35).

Figure 35 iSCSI storage paths

7. The Volumes and Devices tab now displays the targets that are available to the host
server. The disks also appear in Windows Disk Manager, although a disk rescan might
be required.
8. From a single server, bring each disk online, and format it as a GPT disk for use by the
cluster. Assigning drive letters is optional because drive letters are used for specific
clustering roles, such as CSV, and Quorum is not required.
Validate that each potential host server can see the disks and bring them online.
Tip: Only one server can have the disks online at a time until all disks are added to
Cluster Shared Volumes.


35

Cluster creation
Microsoft Windows clustering joins the host servers in to a highly available configuration that
allows both servers to run VMs to support a production environment.
VM workloads must be balanced across both hosts. Be careful to ensure that the combined
resources of all VMs do not exceed the resources that are available on N-1 cluster nodes.
Staying under this threshold allows a single server to be taken out of the cluster and
minimizes the impact to your production servers.
A policy of monitoring resource utilization, such as the CPU, memory, and disk (both space
and I/O) helps keep the cluster running at optimal levels. By monitoring resource utilization,
you can plan to add more resources as needed.
Using the Failover Cluster Manager, run the cluster validation wizard to assess the two
physical host servers as potential cluster candidates and to address any errors. Consider the
following information as you run the wizard:
The cluster validation wizard checks for available cluster compatible host servers, storage,
and networking (Figure 36).

Figure 36 Cluster validation wizard

Ensure that the intended cluster storage is online to only one of the cluster nodes.
Temporarily disable the default IBM USB Remote NDIS Network Device on all cluster
nodes. This device causes the validation to issue a warning during network detection
because all the nodes share the same IP address.
Address any issues that are flagged during the validation.
Use the Failover Cluster Manager to create a cluster with the two physical host servers.
You need a cluster name and IP address.

36


Figure 37 shows the Failover Cluster Manager with the two hosts visible.

Figure 37 Failover Cluster Manager

Add the disks to Cluster Shared Volumes.
Use Hyper-V Manager to set the default paths for VM creation to use the Cluster
Shared Volumes.

VM setup and configuration
Perform the setup and configuration of new VMs by using the Failover Cluster Manager utility.
The Failover Cluster Manager utility automatically makes the VM highly available and able to
migrate (by using Live Migrate) between each cluster member.
The operating system can be installed on a VM by using various methods. A straightforward
approach is to modify the VM DVD drive settings to specify an image file that points to the
Windows installation ISO image. Then, start the VM to begin the installation. Other
deployment methods are acceptable as well:
A virtual hard drive (VHD) file with a Sysprep image
Windows Deployment Service (WDS) server
System Center Configuration Manager (SCCM)
With the operating system installed and the VM running, complete the following steps before
you install the application software:
1. Run Windows Update.
2. Update or install the integration services in the VM. Ensure that both the host and VM
have the same version of integration services.
3. Activate Windows.
Hyper-V supports Dynamic Memory in VMs. Dynamic Memory allows flexibility in the
assignment of memory resources to VMs. However, certain applications might experience
performance-related issues if the memory settings of the VM are configured incorrectly.
Research how Dynamic Memory might affect the virtualization of specific applications before
you implement Dynamic Memory.


37

For a high-level overview of dynamic memory, see The Server Virtualization on Windows
Server 2012, found at:
http://download.microsoft.com/download/5/D/B/5DB1C7BF-6286-4431-A244-438D4605DB1D/
WS%202012%20White%20Paper_Hyper-V.pdf

Optional four-node configuration
Increasing the number of cluster nodes from two to four, if needed, is a straightforward
process. You might consider increasing the number of cluster nodes to ensure sufficient
compute nodes to achieve an N+1 level of redundancy. Your configuration must have
sufficient compute nodes to run all VM workloads with one of the cluster nodes down. A
two-node cluster must fail over all workloads to the remaining cluster node. With a larger
cluster, this workload is distributed among several operational compute nodes.
The following changes to the configuration are required to support four nodes:
Compute nodes
Two more x240 compute nodes are required. The specifications must match the original
compute nodes.
Networking
No changes need to be made to the network switching hardware. The existing
configuration is sufficient to support the two additional cluster nodes. An updated EN2092
Flex Enterprise switch configuration table is shown in Table 4 as a reference for the
additional cluster nodes.
Table 4 EN2092 switch port layout for four cluster nodes
Port

Switch 1

Switch 2

Switch 3

Switch 4

Internal ports
Internal
Port A1

iSCSI (VLAN 10)

Mgmt Team (VLAN 40)

iSCSI (VLAN 20)

Mgmt Team (VLAN 40)

Internal
Port B1

LM and Cluster Priv
Team (VLANs 30 and
31)

VM Team (VLAN 40)

LM and Cluster Priv
Team (VLANs 30 and
31)

VM Team (VLAN 40)

Internal
Port A2

iSCSI (VLAN 10)

Mgmt Team (VLAN 40)

iSCSI (VLAN 20)

Mgmt Team (VLAN 40)

Internal
Port B2

LM and Cluster Priv
Team

VM Team (VLAN 40)

LM and Cluster Priv
Team (VLANs 30 and
31)

VM Team (VLAN 40)

Internal
Port A3

iSCSI (VLAN 10)

Mgmt Team (VLAN 40)

iSCSI (VLAN 20)

Mgmt Team (VLAN 40)

Internal
Port B3

LM and Cluster Priv
Team

VM Team (VLAN 40)

LM and Cluster Priv
Team (VLANs 30 and
31)

VM Team (VLAN 40)

Internal
Port A4

iSCSI (VLAN 10)

Mgmt Team (VLAN 40)

iSCSI (VLAN 20)

Mgmt Team (VLAN 40)

Internal
Port B4

LM and Cluster Priv
Team

VM Team (VLAN 40)

LM and Cluster Priv
Team (VLANs 30 and
31)

VM Team (VLAN 40)

38


Port

Switch 1

Switch 2

Switch 3

Switch 4

External ports
External
Port E1

Not used

AD Server (VLAN 40)

Not used

AD Server (VLAN 40)

External
Port E2

Not used

(VLAN 40)

Not used

(VLAN 40)

External
Port E3

Not used

(VLAN 40)

Not used

(VLAN 40)

External
Port E4

10)

Not used

20)

Not used

External
Port E5

10)

Not used

20)

Not used

External
Port E6

LACP Team
(Inter-switch Link)
(VLANs 30 and 31)

LACP Team
(Inter-switch Link)
(VLAN 40)

LACP Team
(Inter-switch Link)
(VLANs 30 and 31)

LACP Team
(Inter-switch Link)
(VLAN 40)

External
Port E7

LACP Team
(Inter-switch Link)
(VLANs 30 and 31)

LACP Team
(Inter-switch Link)
(VLAN 40)

LACP Team
(Inter-switch Link)
(VLANs 30 and 31)

LACP Team
(Inter-switch Link)
(VLAN 40)

External
Port E8

No uplink

LACP Team (Corp
Uplink) (VLAN 40)

No uplink

LACP Team (Corp
Uplink) (VLAN 40)

External
Port E9

No uplink

LACP Team (Corp
Uplink) (VLAN 40)

No uplink

LACP Team (Corp
Uplink) (VLAN 40)

Storage
Profile and evaluate the storage needs to ensure that sufficient resources are available to
support operational needs. Ensure that you have a combination of space and sufficient
disk spindles to support the required I/O for a particular environment. If needed, the
DS3524 storage controller supports the EXP3524 storage expansion modules for
additional storage and I/O capacity. Establish the additional connections between each of
the host servers and the new iSCSI connections.

Summary
Upon completing implementation steps, an operational, highly available Microsoft Hyper-V
failover cluster helps you form a high-performance, interoperable, and reliable IBM private
cloud architecture. With Enterprise-class multilevel software and hardware, fault tolerance is
achieved by configuring a robust collection of industry-leading IBM Flex Systems, storage
systems, and networking components to meet the Microsoft Private Cloud Fast Track
program guidelines. The program’s unique framework promotes standardized and highly
manageable cloud environments, which help satisfy even the most challenging
business-critical virtualization demands.


39

Appendix
This section describes the IBM Reseller Option Kit.

IBM Reseller Option Kit
Getting your clients the operating system that they want has never been easier. The IBM
Reseller Option Kit (ROK) is a software delivery option that enables distributors and resellers
to order Microsoft Windows Server products separately from IBM server hardware. Each IBM
ROK package is tuned for IBM servers but is not yet installed. This product is purchased as a
server option, such as RAM, hard disk drives, or processors. The installation-ready reseller kit
provides the Windows Server license separately from IBM branded servers with all the
benefits and reliability of an IBM provided Windows Server image.
Tuned to run on System x servers, ROK includes certified and tested drivers and an OS
image. ROK also contains the IBM ServerGuide, a tool that helps to simplify and automate
installation and configuration. For more information, see the Announcement Letter, found at:
http://ibm.com/common/ssi/cgi-bin/ssialias?infotype=dd&subtype=ca&&htmlfid=897/ENU
S212-513

Related links
IBM Bootable Media Creator:
http://ibm.com/support/entry/portal/docdisplay?lndocid=TOOL-BOMC
IBM Director Agent Download (Platform Agent):
http://ibm.com/systems/software/director/downloads/agents.html
IBM Fast Setup:
http://ibm.com/support/entry/portal/docdisplay?lndocid=TOOL-FASTSET
IBM Firmware Update and Best Practices Guide, found at:
http://ibm.com/support/entry/portal/docdisplay?lndocid=MIGR-5082923
IBM Flex System EN2092 1Gb Ethernet Scalable Switch User’s Guide, found at:
http://publib.boulder.ibm.com/infocenter/flexsys/information/topic/com.ibm.acc.
networkdevices.doc/88y7927.pdf
IBM Flex System x240 Compute Node Types 7863, 8737, and 8738 Installation and
Service Guide, found at:
http://publib.boulder.ibm.com/infocenter/flexsys/information/topic/com.ibm.acc.
8737.doc/dw1ko_book.pdf
IBM Reseller Option Kit for Windows Server 2012:
http://ibm.com/common/ssi/cgi-bin/ssialias?infotype=AN&subtype=CA&htmlfid=897/E
NUS212-513&appname=totalstorage
IBM Server Guide:
http://ibm.com/support/entry/portal/docdisplay?lndocid=serv-guide
IBM Support:
http://www.ibm.com/support

40


IBM System Storage DS3524 Storage Users Guide, found at:
http://ibm.com/systems/networking/hardware/ethernet/b-type/b48y/
IBM x86 Server Cloud Solutions:
http://ibm.com/systems/x/solutions/cloud/

Bill of materials
Table 5 lists the bill of materials for the configuration.
Table 5 Bill of materials
SBB
part number

Description

Quantity

Rack configuration
9360-4PX

IBM 42U 1200mm Deep Dynamic Rack

1

39Y8941

DPI Single-phase 30A/208V C13 Enterprise PDU (US)

2

40K9614

L6-30 power cord 2.8m

2

39Y8948

DPI Single-phase 60A/208V C19 Enterprise PDU (US)

2

40K9615

IEC 309 2P+G power cord 4.3m

2

Chassis configuration
8721HC1

IBM Flex System Enterprise Chassis

1

Includes 2500W Power Modules

2

Includes IBM Flex System Chassis Management Module

1

IBM Flex System Console Breakout Cable

1

1.8m Black Cat5e Cable (Corporate Uplinks and AD)

6

40K5627

1.5m Green Cat5e Cable (iSCSI Links)

4

40K8932

0.6m Yellow Cat5e Cable (ISL Links)

4

40K5564

1.5m Blue Cat5e Cable (Storage Management)

4

49Y4297

IBM Flex System EN2092 1Gb Ethernet Scalable Switch

4

49Y4297

IBM Flex System EN2092 1Gb Ethernet Scalable Switch (Upgrade 1)

4

16A/100-250V, C19 to IEC 320-C20 2m Rack Power Cable

2

Service pack1: 3 Year onsite Repair 24x7 4 Hour Response

1

Compute node configuration
8737MC1

ComputeNodes: IBM Flex System x240 Compute Node

2

49Y1379

8GB (1x8GB, 2Rx4, 1.35V) PC3L-10600 CL9 ECC DDR3 1333MHz LP RDIMM

16

49Y7903

IBM Flex System EN2024 4-port 1Gb Ethernet Adapter

4

90Y8879

IBM 300GB 10K 6Gbps SAS 2.5" SFF G2HS HDD

4

81Y9421

Additional Intel Xeon Processor E5-2670 8C 2.6GHz 20MB Cache 1600MHz 115W

2

81Y9420

Intel Xeon Processor E5-2670 8C 2.6GHz 20MB Cache 1600MHz 115W

2


41

SBB
part number

Description

Quantity


2

Operating system
OOY6283

Operating system: Windows Server 2012 Datacenter (2 skt)

2

DS3524 storage configuration
1746C4A

Storage1: IBM System Storage DS3524 Express

1

68Y8434

2GB Cache Upgrade

2

68Y8433

1Gb iSCSI 4 Port Daughter Card

2

49Y2048

600GB 10,000 rpm 6Gb SAS 2.5" HDD

24


1

Networking worksheets
Use these worksheets to document your network configuration.

Switch 1
Table 6 shows the EN2092 switch layout for switch 1.
Table 6 EN2092 Switch layout (switch 1)
Switch ports

Device

Port setting and VLANs

Internal Port A1

Compute Node 1 - iSCSI Port 1

Untagged/VLAN 10

Internal Port B1

Compute Node 1 - Live Migr/Cluster Priv

Tagged/VLANs 30 and 31

Internal Port A2


Untagged/VLAN 10

Internal Port B2



Internal Port A3

Optional Compute Node 3 - iSCSI Port 1

Untagged/VLAN 10

Internal Port B3

Optional Compute Node 3 - Live Migr/Cluster Priv


Internal Port A4


Untagged/VLAN 10

Internal Port B4



External Port E4

iSCSI – Controller-A

Untagged/VLAN 10

External Port E5

iSCSI – Controller-B

Untagged/VLAN 10

External Port E6

(Switch 3) Inter-switch link LACP Team


External Port E7



External Port E8

No uplink

External Port E9

No uplink

External Port E1
External Port E2
External Port E3

42


Switch 3
Table 7 EN2092 switch layout (switch 3)
Switch ports

Device


Internal Port A1


Untagged/VLAN 20

Internal Port B1



Internal Port A2


Untagged/VLAN 20

Internal Port B2



Internal Port A3


Untagged/VLAN 20

Internal Port B3



Internal Port A4


Untagged/VLAN 20

Internal Port B4



External Port E4

iSCSI – Controller-A

Untagged/VLAN 20

External Port E5

iSCSI – Controller-B

Untagged/VLAN 20

External Port E6



External Port E7



External Port E8

No uplink

External Port E9

No uplink

External Port E1
External Port E2
External Port E3


43

Switch 2
Table 8 EN2092 Switch Layout (Switch 2)
Switch ports

Device


Internal Port A1

Compute Node 1 - Mgmt Team

Untagged/VLAN 40

Internal Port B1

Compute Node 1 - VM Comm Team

Untagged/VLAN 40

Internal Port A2


Untagged/VLAN 40

Internal Port B2


Untagged/VLAN 40

Internal Port A3

Optional Compute Node 3 - Mgmt Team

Untagged/VLAN 40

Internal Port B3

Optional Compute Node 3 - VM Comm Team

Untagged/VLAN 40

Internal Port A4


Untagged/VLAN 40

Internal Port B4


Untagged/VLAN 40

External Port E1

AD Server

Untagged/VLAN 40

External Port E2

Storage Management (Cntrl-A)

Untagged/VLAN 40

External Port E3

Storage Management (Cntrl-B)

Untagged/VLAN 40

External Port E4

Untagged/VLAN 20

External Port E5

Untagged/VLAN 20

External Port E6


Untagged/VLAN 40

External Port E7


Untagged/VLAN 40

External Port E8

Uplink LACP Team

Untagged/VLAN 40

External Port E9

Uplink LACP Team

Untagged/VLAN 40

44


Switch 4
Table 9 EN2092 switch layout (switch 4)
Switch Ports

Device


Internal Port A1


Untagged/VLAN 40

Internal Port B1


Untagged/VLAN 40

Internal Port A2


Untagged/VLAN 40

Internal Port B2


Untagged/VLAN 40

Internal Port A3


Untagged/VLAN 40

Internal Port B3


Untagged/VLAN 40

Internal Port A4


Untagged/VLAN 40

Internal Port B4


Untagged/VLAN 40

External Port E1

AD Server

Untagged/VLAN 40

External Port E2

Storage Management (Cntrl-A)

Untagged/VLAN 40

External Port E3

Storage Management (Cntrl-B)

Untagged/VLAN 40

External Port E4

Untagged/VLAN 20

External Port E5

Untagged/VLAN 20

External Port E6


Untagged/VLAN 40

External Port E7


Untagged/VLAN 40

External Port E8

Uplink LACP Team

Untagged/VLAN 40

External Port E9

Uplink LACP Team

Untagged/VLAN 40

Multiple VLANs
If multiple VLANs are used with the VMs, switches 2 and 4 need the port configuration
changes shown in Table 10 to allow multiple VLANs across the port. The VLAN definitions
and routing also need to be determined and addressed in the two switches.
Table 10 Configuration changes for switches 2 and 4 if multiple VLANs are used
Switch ports

Device


Internal Port B1


Tagged/VLANs TBD

Internal Port B2


Tagged/VLANs TBD

Internal Port B3


Tagged/VLANs TBD

Internal Port B4


Tagged/VLANs TBD

Internal Port A2


Tagged/VLAN TBD

Internal Port B2


Tagged/VLAN TBD

External Port E1

Uplink LACP Team

Tagged/VLAN TBD

External Port E2

Uplink LACP Team

Tagged/VLAN TBD


45

VLAN layout
Table 11 describes the configurations for the five VLANs that are described in Table 1 on
page 10.
Table 11 VLAN configuration
Device

IP addresses

VLAN 10 (iSCSI)

IP address

Controller-A iSCSI Port 1

192.168.10.xx

Controller-B iSCSI Port 1
VLAN 20 (iSCSI)

IP address

Controller-A iSCSI Port 2

192.168.20.xx

Controller-B iSCSI Port 2
VLAN 30 (Cluster Priv/CSV)

IP address

Compute Node 1 - Cluster Private/CSV

192.168.30.xx

Compute Node 2 - Cluster Private/CSV
Optional Compute Node 3 - Cluster Private/CSV
Optional Compute Node 4 - Cluster Private/CSV
VLAN 31 (Cluster Priv/Live Migr)

IP address

Compute Node 1 - Live Migration

192.168.31.xx

Compute Node 2 - Live Migration
Optional Compute Node 3 - Live Migration
Optional Compute Node 4 - Live Migration

46


Device

IP addresses

VLAN 40 (Cluster Pub/Mgmt and VM Comm)

IP address

Compute Node 1 - (WS12 Team - Cluster Public)

192.168.40.xx

Compute Node 2 - (WS12 Team - Cluster Public)
Cluster IP address
Storage Controller-A (Mgmt - Switch2)
Storage Controller-A (Mgmt - Switch4)
Storage Controller-B (Mgmt - Switch2)
Storage Controller-B (Mgmt - Switch4)
Compute Node 1 VM WS12 Team

No Host Exposure

Compute Node 2 VM WS12 Team

No Host Exposure

Author
This paper was produced by a technical specialist working at the International Technical
Support Organization, Raleigh Center.
Scott Smith is an IBM System x Systems Engineer working at the IBM Center for Microsoft
Technology. Over the past 15 years, Scott has worked to optimize the performance of IBM
x86-based servers that run the Microsoft Windows Server operating system and Microsoft
application software. Recently, his focus has been on Microsoft Hyper-V-based solutions with
IBM System x servers, storage, and networking. He has extensive experience in helping IBM
clients understand the issues that they face and in developing solutions that address them.
Thanks to the following people for their contributions to this project:
David Ye, IBM Solutions Architect
Vinay Kulkarni, IBM Performance Engineer
Cole Kiblinger, IBM Systems Networking Engineer
Marco Rengan, IBM Cloud Marketing Manager
David Watts, IBM Redbooks®
Stephen Smith, IBM Redbooks

Now you can become a published author, too!
Here’s an opportunity to spotlight your skills, grow your career, and become a published
author - all at the same time! Join an ITSO residency project and help write a book in your
area of expertise, while honing your experience using leading-edge technologies. Your efforts
will help to increase product acceptance and customer satisfaction, as you expand your
network of technical contacts and relationships. Residencies run from two to six weeks in
length, and you can participate either in person or as a remote resident working from your
home base.
Find out more about the residency program, browse the residency index, and apply online at:
ibm.com/redbooks/residencies.html


47

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48


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This document REDP-4981-01 was created or updated on June 5, 2013.
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50


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