Avid Technology AS3000 User Manual

Avid® Interplay® Engine

Failover Guide for AS3000 Servers

Revision 4 Image

Legal Notices

Product specifications are subject to change without notice and do not represent a commitment on the part of Avid Technology, Inc.

This product is subject to the terms and conditions of a software license agreement provided with the software. The product may only be used in accordance with the license agreement.

This product may be protected by one or more U.S. and non-U.S patents. Details are available at www.avid.com/patents.

This document is protected under copyright law. An authorized licensee of Interplay may reproduce this publication for the licensee’s own use in learning how to use the software. This document may not be reproduced or distributed, in whole or in part, for commercial purposes, such as selling copies of this document or providing support or educational services to others. This document is supplied as a guide for [product name]. Reasonable care has been taken in preparing the information it contains. However, this document may contain omissions, technical inaccuracies, or typographical errors. Avid Technology, Inc. does not accept responsibility of any kind for customers’ losses due to the use of this document. Product specifications are subject to change without notice.

The following disclaimer is required by Sam Leffler and Silicon Graphics, Inc. for the use of their TIFF library:

Permission to use, copy, modify, distribute, and sell this software [i.e., the TIFF library] and its documentation for any purpose is hereby granted without fee, provided that (i) the above copyright notices and this permission notice appear in all copies of the software and related documentation, and (ii) the names of Sam Leffler and Silicon Graphics may not be used in any advertising or publicity relating to the software without the specific, prior written permission of Sam Leffler and Silicon Graphics.

THE SOFTWARE IS PROVIDED “AS-IS” AND WITHOUT WARRANTY OF ANY KIND, EXPRESS, IMPLIED OR OTHERWISE, INCLUDING WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

IN NO EVENT SHALL SAM LEFFLER OR SILICON GRAPHICS BE LIABLE FOR ANY SPECIAL, INCIDENTAL, INDIRECT OR CONSEQUENTIAL DAMAGES OF ANY KIND, OR ANY DAMAGES WHATSOEVER RESULTING FROM LOSS OF USE, DATA OR PROFITS, WHETHER OR NOT ADVISED OF THE POSSIBILITY OF DAMAGE, AND ON ANY THEORY OF LIABILITY, ARISING OUT OF OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE.

The following disclaimer is required by the Independent JPEG Group:

This software is based in part on the work of the Independent JPEG Group.

This Software may contain components licensed under the following conditions:

Redistribution and use in source and binary forms are permitted provided that the above copyright notice and this paragraph are duplicated in all such forms and that any documentation, advertising materials, and other materials related to such distribution and use acknowledge that the software was developed by the University of California, Berkeley. The name of the University may not be used to endorse or promote products derived from this software without specific prior written permission. THIS SOFTWARE IS PROVIDED ``AS IS'' AND WITHOUT ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.

Permission to use, copy, modify, and distribute this software and its documentation for any purpose and without fee is hereby granted, provided that the above copyright notice appear in all copies and that both that copyright notice and this permission notice appear in supporting documentation. This software is provided "as is" without express or implied warranty.

Permission to use, copy, modify, distribute, and sell this software for any purpose is hereby granted without fee, provided that the above copyright notice appear in all copies and that both that copyright notice and this permission notice appear in supporting documentation, and that the name of Daniel Dardailler not be used in advertising or publicity pertaining to distribution of the software without specific, written prior permission. Daniel Dardailler makes no representations about the suitability of this software for any purpose. It is provided "as is" without express or implied warranty.

Permission to use, copy, modify, and distribute this software for any purpose without fee is hereby granted, provided that this entire notice is included in all copies of any software which is or includes a copy or modification of this software and in all copies of the supporting documentation for such software.

THIS SOFTWARE IS BEING PROVIDED "AS IS", WITHOUT ANY EXPRESS OR IMPLIED WARRANTY. IN PARTICULAR, NEITHER THE AUTHOR NOR AT&T MAKES ANY REPRESENTATION OR WARRANTY OF ANY KIND CONCERNING THE MERCHANTABILITY OF THIS SOFTWARE OR ITS FITNESS FOR ANY PARTICULAR PURPOSE.

This product includes software developed by the University of California, Berkeley and its contributors.

The following disclaimer is required by Nexidia Inc.:

© 2010 Nexidia Inc. All rights reserved, worldwide. Nexidia and the Nexidia logo are trademarks of Nexidia Inc. All other trademarks are the property of their respective owners. All Nexidia materials regardless of form, including without limitation, software applications, documentation and any other information relating to Nexidia Inc., and its products and services are the exclusive property of Nexidia Inc. or its licensors. The Nexidia products and services described in these materials may be covered by Nexidia's United States patents: 7,231,351; 7,263,484; 7,313,521; 7,324,939; 7,406,415, 7,475,065; 7,487,086 and/or other patents pending and may be manufactured under license from the Georgia Tech Research Corporation USA.

The following disclaimer is required by Paradigm Matrix:

Portions of this software licensed from Paradigm Matrix.

The following disclaimer is required by Ray Sauers Associates, Inc.:

“Install-It” is licensed from Ray Sauers Associates, Inc. End-User is prohibited from taking any action to derive a source code equivalent of “Install-It,” including by reverse assembly or reverse compilation, Ray Sauers Associates, Inc. shall in no event be liable for any damages resulting from reseller’s failure to perform reseller’s obligation; or any damages arising from use or operation of reseller’s products or the software; or any other damages, including but not limited to, incidental, direct, indirect, special or consequential Damages including lost profits, or damages resulting from loss of use or inability to use reseller’s products or the software for any reason including copyright or patent infringement, or lost data, even if Ray Sauers Associates has been advised, knew or should have known of the possibility of such damages.

The following disclaimer is required by Videomedia, Inc.:

“Videomedia, Inc. makes no warranties whatsoever, either express or implied, regarding this product, including warranties with respect to its merchantability or its fitness for any particular purpose.”

“This software contains V-LAN ver. 3.0 Command Protocols which communicate with V-LAN ver. 3.0 products developed by Videomedia, Inc. and V-LAN ver. 3.0 compatible products developed by third parties under license from Videomedia, Inc. Use of this software will allow “frame accurate” editing control of applicable videotape recorder decks, videodisc recorders/players and the like.”

The following disclaimer is required by Altura Software, Inc. for the use of its Mac2Win software and Sample Source Code:

The following disclaimer is required by 3Prong.com Inc.:

Certain waveform and vector monitoring capabilities are provided under a license from 3Prong.com Inc.

The following disclaimer is required by Interplay Entertainment Corp.:

The “Interplay” name is used with the permission of Interplay Entertainment Corp., which bears no responsibility for Avid products.

This product includes portions of the Alloy Look & Feel software from Incors GmbH.

This product includes software developed by the Apache Software Foundation (http://www.apache.org/).

This product may include the JCifs library, for which the following notice applies:

Avid Interplay contains components licensed from LavanTech. These components may only be used as part of and in connection with Avid Interplay.

Attn. Government User(s). Restricted Rights Legend

U.S. GOVERNMENT RESTRICTED RIGHTS. This Software and its documentation are “commercial computer software” or “commercial computer software documentation.” In the event that such Software or documentation is acquired by or on behalf of a unit or agency of the U.S. Government, all rights with respect to this Software and documentation are subject to the terms of the License Agreement, pursuant to FAR §12.212(a) and/or DFARS §227.7202-1(a), as applicable.

Trademarks

003, 192 Digital I/O, 192 I/O, 96 I/O, 96i I/O, Adrenaline, AirSpeed, ALEX, Alienbrain, AME, AniMatte, Archive, Archive II, Assistant Station, AudioPages, AudioStation, AutoLoop, AutoSync, Avid, Avid Active, Avid Advanced Response, Avid DNA, Avid DNxcel, Avid DNxHD, Avid DS Assist Station, Avid Ignite, Avid Liquid, Avid Media Engine, Avid Media Processor, Avid MEDIArray, Avid Mojo, Avid Remote Response, Avid Unity, Avid Unity ISIS, Avid VideoRAID, AvidRAID, AvidShare, AVIDstripe, AVX, Beat Detective, Beauty Without The Bandwidth, Beyond Reality, BF Essentials, Bomb Factory, Bruno, C|24, CaptureManager, ChromaCurve, ChromaWheel, Cineractive Engine, Cineractive Player, Cineractive Viewer, Color Conductor, Command|24, Command|8, Control|24, Cosmonaut Voice, CountDown, d2, d3, DAE, D-Command, D-Control, Deko, DekoCast, D-Fi, D-fx, Digi 002, Digi 003, DigiBase, Digidesign, Digidesign Audio Engine, Digidesign Development Partners, Digidesign Intelligent Noise Reduction, Digidesign TDM Bus, DigiLink, DigiMeter, DigiPanner, DigiProNet, DigiRack, DigiSerial, DigiSnake, DigiSystem, Digital Choreography, Digital Nonlinear Accelerator, DigiTest, DigiTranslator, DigiWear, DINR, DNxchange, Do More, DPP-1, D-Show, DSP Manager, DS-StorageCalc, DV Toolkit, DVD Complete, D-Verb, Eleven, EM, Euphonix, EUCON, EveryPhase, Expander, ExpertRender, Fader Pack, Fairchild, FastBreak, Fast Track, Film Cutter, FilmScribe, Flexevent, FluidMotion, Frame Chase, FXDeko, HD Core, HD Process, HDpack, Home-to-Hollywood, HYBRID, HyperSPACE, HyperSPACE HDCAM, iKnowledge, Image Independence, Impact, Improv, iNEWS, iNEWS Assign, iNEWS ControlAir, InGame, Instantwrite, Instinct, Intelligent Content Management, Intelligent Digital Actor Technology, IntelliRender, Intelli-Sat, Intelli-sat Broadcasting Recording Manager, InterFX, Interplay, inTONE, Intraframe, iS Expander, iS9, iS18, iS23, iS36, ISIS, IsoSync, LaunchPad, LeaderPlus, LFX, Lightning, Link & Sync, ListSync, LKT-200, Lo-Fi, MachineControl, Magic Mask, Make Anything Hollywood, make manage move | media, Marquee, MassivePack, Massive Pack Pro, Maxim, Mbox, Media Composer, MediaFlow, MediaLog, MediaMix, Media Reader, Media Recorder, MEDIArray, MediaServer, MediaShare, MetaFuze, MetaSync, MIDI I/O, Mix Rack, Moviestar, MultiShell, NaturalMatch, NewsCutter, NewsView, NewsVision, Nitris, NL3D, NLP, NSDOS, NSWIN, OMF, OMF Interchange, OMM, OnDVD, Open Media Framework, Open Media Management, Painterly Effects, Palladium, Personal Q, PET, Podcast Factory, PowerSwap, PRE, ProControl, ProEncode, Profiler, Pro Tools, Pro Tools|HD, Pro Tools LE, Pro Tools M-Powered, Pro Transfer, QuickPunch, QuietDrive, Realtime Motion Synthesis, Recti-Fi, Reel Tape Delay, Reel Tape Flanger, Reel Tape Saturation, Reprise, Res Rocket Surfer, Reso, RetroLoop, Reverb One, ReVibe, Revolution, rS9, rS18, RTAS, Salesview, Sci-Fi, Scorch, ScriptSync, SecureProductionEnvironment, Serv|GT, Serv|LT, Shape-to-Shape, ShuttleCase, Sibelius, SimulPlay, SimulRecord, Slightly Rude Compressor, Smack!, Soft SampleCell, Soft-Clip Limiter, SoundReplacer, SPACE, SPACEShift, SpectraGraph, SpectraMatte, SteadyGlide, Streamfactory, Streamgenie, StreamRAID, SubCap, Sundance, Sundance Digital, SurroundScope, Symphony, SYNC HD, SYNC I/O, Synchronic, SynchroScope, Syntax, TDM FlexCable, TechFlix, Tel-Ray, Thunder, TimeLiner, Titansync, Titan, TL Aggro, TL AutoPan, TL Drum Rehab, TL Everyphase, TL Fauxlder, TL In Tune, TL MasterMeter, TL Metro, TL Space, TL Utilities, tools for storytellers, Transit, TransJammer, Trillium Lane Labs, TruTouch, UnityRAID, Vari-Fi, Video the Web Way, VideoRAID, VideoSPACE, VTEM, Work-N-Play, Xdeck, X-Form, Xmon and XPAND! are either registered trademarks or trademarks of Avid Technology, Inc. in the United States and/or other countries.

Adobe and Photoshop are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Apple and Macintosh are trademarks of Apple Computer, Inc., registered in the U.S. and other countries. Windows is either a registered trademark or trademark of Microsoft Corporation in the United States and/or other countries. All other trademarks contained herein are the property of their respective owners.

Avid Interplay Engine Failover Guide for AS3000 Servers • 0130-07643-03 Rev C • February 2013 • Created 2/7/13

• This document is distributed by Avid in online (electronic) form only, and is not available for purchase in printed form.

Contents

Using This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Revision History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Symbols and Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

If You Need Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Viewing Help and Documentation on the Interplay Portal. . . . . . . . . . . . . . . . . . . . . . . . 11

Avid Training Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 1 Automatic Server Failover Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Server Failover Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

How Server Failover Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Server Failover Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Server Failover Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Installing the Failover Hardware Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

AS3000 Slot Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Failover Cluster Connections: Avid ISIS, Redundant-Switch Configuration. . . . . . . 21

Failover Cluster Connections, Dual-Connected Configuration . . . . . . . . . . . . . . . . 23

Clustering Technology and Terminology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Chapter 2 Creating a Microsoft Failover Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Server Failover Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Before You Begin the Server Failover Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Requirements for Domain User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

List of IP Addresses and Network Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Active Directory and DNS Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Preparing the Server for the Cluster Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Changing Default Settings for the ATTO Card on Each Node . . . . . . . . . . . . . . . . . 35

Changing Windows Server Settings on Each Node . . . . . . . . . . . . . . . . . . . . . . . . . 36

Renaming the Local Area Network Interface on Each Node . . . . . . . . . . . . . . . . . . 36

Configuring the Private Network Adapter on Each Node . . . . . . . . . . . . . . . . . . . . . 39

Configuring the Binding Order Networks on Each Node . . . . . . . . . . . . . . . . . . . . . 43

Configuring the Public Network Adapter on Each Node. . . . . . . . . . . . . . . . . . . . . . 44

Configuring the Cluster Shared-Storage RAID Disks on Each Node. . . . . . . . . . . . 45

Configuring the Cluster Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Joining Both Servers to the Active Directory Domain. . . . . . . . . . . . . . . . . . . . . . . . 49

Installing the Failover Clustering Feature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Creating the Cluster Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Renaming the Cluster Networks in the Failover Cluster Manager . . . . . . . . . . . . . . 58

Renaming Cluster Disk 1 and Deleting the Remaining Cluster Disks . . . . . . . . . . . 60

Adding a Second IP Address to the Cluster. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Testing the Cluster Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Chapter 3 Installing the Interplay Engine for a Failover Cluster . . . . . . . . . . . . . . . . . 70

Disabling Any Web Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Installing the Interplay Engine on the First Node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Preparation for Installing on the First Node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Bringing the Shared Database Drive Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Starting the Installation and Accepting the License Agreement . . . . . . . . . . . . . . . . 74

Installing the Interplay Engine Using Custom Mode. . . . . . . . . . . . . . . . . . . . . . . . . 74

Checking the Status of the Resource Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Creating the Database Share Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Adding a Second IP Address (Dual-Connected Configuration) . . . . . . . . . . . . . . . . 92

Changing the Resource Name of the Avid Workgroup Server. . . . . . . . . . . . . . . . . 98

Installing the Interplay Engine on the Second Node . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Bringing the Interplay Engine Online. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

After Installing the Interplay Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Creating an Interplay Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Testing the Complete Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Installing a Permanent License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Updating a Clustered Installation (Rolling Upgrade) . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Uninstalling the Interplay Engine on a Clustered System . . . . . . . . . . . . . . . . . . . . . . . 107

Chapter 4 Automatic Server Failover Tips and Rules . . . . . . . . . . . . . . . . . . . . . . . . . 110

Appendix A Windows Server Settings Included in Latest Image . . . . . . . . . . . . . . . . . 112

Creating New GUIDs for the AS3000 Network Adapters . . . . . . . . . . . . . . . . . . . . . . . 112

Removing the Web Server IIS Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Removing the Failover Clustering Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Disabling IPv6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Switching the Server Role to Application Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Disabling the Windows Firewall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Using This Guide

Congratulations on the purchase of your Avid® Interplay™, a powerful system for managing media in a shared storage environment.

This guide is intended for all Avid Interplay administrators who are responsible for installing, configuring, and maintaining an Avid Interplay Engine with the Automatic Server Failover module integrated. This guide is for Interplay Engine clusters that use Avid AS3000 servers.

The documentation describes the features and hardware of all models. Therefore, your system might not contain certain features and hardware that are covered in the documentation.

Revision History

Date Revised Changes Made

February 2013 Revisions to describe Rev. 4 image (including new appendix “Windows Server Settings

Included in Latest Image” on page 112).

November 2012 Moved information on preparing server from “Preparing the Server for the Cluster

Service” on page 34 to “Windows Server Settings Included in Latest Image” on page 112.

January 10, 2012 Corrected step 1 in “Starting the Installation and Accepting the License Agreement” on

page 74 and added cross-reference in “Testing the Complete Installation” on page 103.

January 6, 2012 Revised “Testing the Cluster Installation” on page 67 for additional enhancements.

December 12, 2011 Revised “Testing the Cluster Installation” on page 67 to describe command line method.

November 7, 2011 Revisions include the following:

• “Requirements for Domain User Accounts” on page 28. Expanded description and use of cluster installation account.

• “Testing the Cluster Installation” on page 67: Corrected to show both networks online.

Symbols and Conventions

Avid documentation uses the following symbols and conventions:

Symbol or Convention Meaning or Action

A note provides important related information, reminders, recommendations, and strong suggestions.

A caution means that a specific action you take could cause harm to your computer or cause you to lose data.

A warning describes an action that could cause you physical harm. Follow the guidelines in this document or on the unit itself when handling electrical equipment.

> This symbol indicates menu commands (and subcommands) in the

order you select them. For example, File > Import means to open the File menu and then select the Import command.

This symbol indicates a single-step procedure. Multiple arrows in a list indicate that you perform one of the actions listed.

(Windows), (Windows only), (Macintosh), or (Macintosh only)

This text indicates that the information applies only to the specified operating system, either Windows or Macintosh OS X.

Bold font Bold font is primarily used in task instructions to identify user interface

items and keyboard sequences.

Italic font Italic font is used to emphasize certain words and to indicate variables.

Courier Bold font

Courier Bold font identifies text that you type.

Ctrl+key or mouse action Press and hold the first key while you press the last key or perform the

mouse action. For example, Command+Option+C or Ctrl+drag.

If You Need Help

If you are having trouble using your Avid product:

1. Retry the action, carefully following the instructions given for that task in this guide. It is especially important to check each step of your workflow.

2. Check the latest information that might have become available after the documentation was published:

- If the latest information for your Avid product is provided as printed release notes, they

are shipped with your application and are also available online.

- If the latest information for your Avid product is provided as a ReadMe file, it is

supplied on your Avid installation media as a PDF document (README_product.pdf) and is also available online.

You should always check online for the most up-to-date release notes or ReadMe because the online version is updated whenever new information becomes available. To

view these online versions, select ReadMe from the Help menu, or visit the Knowledge Base at www.avid.com/support.

3. Check the documentation that came with your Avid application or your hardware for maintenance or hardware-related issues.

4. Visit the online Knowledge Base at www.avid.com/support. Online services are available 24 hours per day, 7 days per week. Search this online Knowledge Base to find answers, to view error messages, to access troubleshooting tips, to download updates, and to read or join online message-board discussions.

Viewing Help and Documentation on the Interplay Portal

You can quickly access the Interplay Help, PDF versions of the Interplay guides, and useful external links by viewing the Interplay User Information Center on the Interplay Portal. The Interplay Portal is a web site that runs on the Interplay Engine.

You can access the Interplay User Information Center through a browser from any system in the Interplay environment. You can also access it through the Help menu in Interplay Access and the Interplay Administrator.

Avid Training Services

The Interplay Help combines information from all Interplay guides in one Help system. It includes a combined index and a full-featured search. From the Interplay Portal, you can run the Help in a browser or download a compiled (.chm) version for use on other systems, such as a laptop.

To open the Interplay User Information Center through a browser:

1. Type the following line in a web browser:

http://Interplay_Engine_name

For Interplay_Engine_name substitute the name of the computer running the Interplay Engine software. For example, the following line opens the portal web page on a system named docwg:

http://docwg

2. Click the “Avid Interplay Documentation” link to access the User Information Center web page.

To open the Interplay User Information Center from Interplay Access or the Interplay Administrator:

t Select Help > Documentation Website on Server.

Avid Training Services

Avid makes lifelong learning, career advancement, and personal development easy and convenient. Avid understands that the knowledge you need to differentiate yourself is always changing, and Avid continually updates course content and offers new training delivery methods that accommodate your pressured and competitive work environment.

For information on courses/schedules, training centers, certifications, courseware, and books, please visit www.avid.com/support and follow the Training links, or call Avid Sales at 800-949-AVID (800-949-2843).

1 Automatic Server Failover Introduction

This chapter covers the following topics:

• Server Failover Overview

• How Server Failover Works

• Installing the Failover Hardware Components

• Clustering Technology and Terminology

Server Failover Overview

The automatic server failover mechanism in Avid Interplay allows client access to the Interplay Engine in the event of failures or during maintenance, with minimal impact on the availability. A failover server is activated in the event of application, operating system, or hardware failures. The server can be configured to notify the administrator about such failures using email.

The Interplay implementation of server failover uses Microsoft

clustering technology. For background information on clustering technology and links to Microsoft clustering information, see “Clustering Technology and Terminology” on page 25.

Additional monitoring of the hardware and software components of a high-availability solution is always required. Avid delivers Interplay preconfigured, but additional attention on the customer side is required to prevent outage (for example, when a private network fails, RAID disk fails, or a power supply loses power). In a mission critical environment, monitoring tools and tasks are needed to be sure there are no silent outages. If another (unmonitored) component fails, only an event is generated, and while this does not interrupt availability, it might go unnoticed and lead to problems. Additional software reporting such issues to the IT administration lowers downtime risk.

The failover cluster is a system made up of two server nodes and a shared-storage device connected over Fibre Channel. These are to be deployed in the same location given the shared access to the storage device. The cluster uses the concept of a “virtual server” to specify groups of resources that failover together. This virtual server is referred to as a “cluster application” in the failover cluster user interface.

How Server Failover Works

The following diagram illustrates the components of a cluster group, including sample IP addresses. For a list of required IP addresses and node names, see “List of IP Addresses and

Network Names” on page 30.

If you are already using clusters, the Avid Interplay Engine will not interfere with your current setup.

How Server Failover Works

Server failover works on two different levels:

• Failover in case of hardware failure

• Failover in case of network failure

Hardware Failover Process

When the Microsoft cluster service is running on both systems and the server is deployed in cluster mode, the Interplay Engine and its accompanying services are exposed to users as a virtual server (or cluster application). To clients, connecting to the clustered virtual Interplay Engine appears to be the same process as connecting to a single, physical machine. The user or client application does not know which node is actually hosting the virtual server.

FibreChannel

Intranet

Private Network

Disk #1

Quorum

Interplay Server

(cluster application)

11.22.33.201

Failover Cluster

11.22.33.200

Node #1 Intranet: 11.22.33.44 Private: 10.10.10.10

Node #2 Intranet: 11.22.33.45 Private: 10.10.10.11

Disk #3 Database

Cluster Group

Resource groups

Cl ust e re d se r vi c e s

Di sk re so ur ce s (shared disks)

How Server Failover Works

When the server is online, the resource monitor regularly checks its availability and automatically restarts the server or initiates a failover to the other node if a failure is detected. The exact behavior can be configured using the Failover Cluster Manager. Because clients connect to the virtual network name and IP address, which are also taken over by the failover node, the impact on the availability of the server is minimal.

Network Failover Process

Avid supports a configuration that uses connections to two public networks (VLAN 10 and VLAN 20) on a single switch. The cluster monitors both networks. If one fails, the cluster application stays on line and can still be reached over the other network. If the switch fails, both networks monitored by the cluster will fail simultaneously and the cluster application will go offline.

For a high degree of protection against network outages, Avid supports a configuration that uses two network switches, each connected to a shared primary network (VLAN 30) and protected by a failover protocol. If one network switch fails, the virtual server remains online through the other VLAN 30 network and switch.

These configurations are described in the next section.

Changes for Windows Server 2008

This document describes a cluster configuration that uses the cluster application supplied with Windows Server 2008 R2 Enterprise. The cluster creation process is simpler than that used for Windows Server 2003, and eliminates the need to rely on a primary network. Requirements for the Microsoft cluster installation account have changed (see “Requirements for Domain User

Accounts” on page 28). Requirements for DNS entries have also changed (see “Active Directory and DNS Requirements” on page 33).

Installation of the Interplay Engine and Interplay Archive Engine now supports Windows Server 2008, but otherwise has not changed.

Server Failover Configurations

There are two supported configurations for integrating a failover cluster into an existing network:

• A cluster in an Avid ISIS environment that is integrated into the intranet through two layer-3

switches (VLAN 30 in Zone 3). This “redundant-switch” configuration protects against both hardware and network outages and thus provides a higher level of protection than the dual-connected configuration.

• A cluster in an Avid ISIS environment that is integrated into the intranet through two public

networks (VLAN 10 and VLAN 20 in Zone 1). This “dual-connected” configuration protects against hardware outages and network outages. If one network fails, the cluster application stays on line and can be reached over the other network.

Redundant-Switch Configuration

The following diagram illustrates the failover cluster architecture for an Avid ISIS environment that uses two layer-3 switches. These switches are configured for failover protection through either HSRP (Hot Standby Router Protocol) or VRRP (Virtual Router Redundancy Protocol). The cluster nodes are connected to two subnets (VLAN 30), each on a different switch. If one of the VLAN 30 networks fails, the virtual server remains online through the other VLAN 30 network and switch.

This guide does not describe how to configure redundant switches for an Avid ISIS media network. Configuration information is included in the ISIS Qualified Switch Reference Guide, which is available for download from the Avid Customer Support Knowledge Base at

www.avid.com\onlinesupport.

Server Failover Configurations

The following table describes what happens in the redundant-switch configuration as a result of an outage:

Two-Node Cluster in an Avid ISIS Environment (Redundant-Switch Configuration)

Avid network switch 2 running VRRP or HSRP

Avid network switch 1 running VRRP or HSRP

Interplay editing clients

Interplay Engine cluster node 1

Interplay Engine cluster node 2

Infortrend Raid Array

1 GB Ethernet connection

Fibre Channel connection

Private network for heartbeat

VLAN 30

LEGEND

Type of Outage Result

Hardware (CPU, network adapter, memory, cable, power supply) fails

The cluster detects the outage and triggers failover to the remaining node.

The Interplay Engine is still accessible.

Network switch 1 (VLAN 30) fails External switches running VRRP/HSRP detect the outage and make the

gateway available as needed.

The Interplay Engine is still accessible.

Network switch 2 (VLAN 30) fails External switches running VRRP/HSRP detect the outage and make the

gateway available as needed.

The Interplay Engine is still accessible.

Server Failover Configurations

Dual-Connected Configuration

The following diagram illustrates the failover cluster architecture for an Avid ISIS environment. In this environment, each cluster node is “dual-connected” to the network switch: one network interface is connected to the VLAN 10 subnet and the other is connected to the VLAN 20 subnet. If one of the subnets fails, the virtual server remains online through the other subnet.

The following table describes what happens in the dual-connected configuration as a result of an outage:

VLAN 20

LEGEND

VLAN 10

Two-Node Cluster in an Avid ISIS Environment (Dual-Connected Configuration)

Avid network switch 1 running VRRP or HSRP

Interplay editing clients

Interplay Engine cluster node 1

Interplay Engine cluster node 2

1 GB Ethernet connection

Fibre Channel Connection

Infortrend RAID array

Private network for heartbeat

Type of Outage Result

Hardware (CPU, network adapter, memory, cable, power supply) fails

The cluster detects the outage and triggers failover to the remaining node.

The Interplay Engine is still accessible.

Left ISIS VLAN (VLAN10) fails The Interplay Engine is still accessible through the right network.

Right ISIS VLAN (VLAN 20) fails The Interplay Engine is still accessible through the left network.

Server Failover Requirements

You should make sure the server failover system meets the following requirements.

Hardware

The automatic server failover system was qualified with the following hardware:

• Two Avid AS3000 servers functioning as nodes in a failover cluster. For installation

information, see the Avid AS3000 Setup Guide.

• Two ATTO Celerity FC-81EN Fibre Channel host adapters (one for each server in the

cluster), installed in the top PCIe slot.

• One of the following shared-storage disk arrays:

-Infortrend

A16F-R2431.

- Infortrend S12F-R1440. For more information, see the Infortrend EonStor

S12F-R1440 Installation and Hardware Reference Manual.

The servers in a cluster are connected using one or more cluster shared-storage buses and one or more physically independent networks acting as a heartbeat.

Server Software

The automatic failover system was qualified on the following operating system:

• Windows Server 2008 R2 Enterprise

A license for the Interplay Engine failover cluster is required. A license for a failover cluster includes two hardware IDs. For installation information, see “Installing a Permanent License” on

page 104.

Space Requirements

The default disk configuration for the Infortrend shared RAID arrays are as follows:

Disk

Infortrend A16F-R2431

Infortrend S12F-R1440

Disk 1 Quorum disk 4 GB 10 GB

Disk 2 (not used) 5 GB 10 GB

Disk 3 Database disk 925GB or larger 814 GB or larger

Installing the Failover Hardware Components

Antivirus Software

You can run antivirus software on a cluster, if the antivirus software is cluster-aware. For information about cluster-aware versions of your antivirus software, contact the antivirus vendor. If you are running antivirus software on a cluster, make sure you exclude these locations from the virus scanning: Q:\ (Quorum disk), C:\Windows\Cluster, and S:\Workgroup_Databases (database).

Functions You Need To Know

Before you set up a cluster in an Avid Interplay environment, you should be familiar with the following functions:

• Microsoft Windows Active Directory domains and domain users

• Microsoft Windows clustering for Windows Server 2008 (see “Clustering Technology and

Terminology” on page 25)

• Disk configuration (format, partition, naming)

• Network configuration

For information about Avid Networks and Interplay Production, search for document 244197 “Network Requirements for ISIS and Interplay Production” on the Customer Support Knowledge Base at www.avid.com/onlinesupport.

Installing the Failover Hardware Components

A failover cluster system includes the following components:

• Two Interplay Engine nodes or two Interplay Archive nodes (two AS3000 servers)

• One Infortrend cluster shared-storage RAID array (Infortrend A16F-R2431 or S12F-R1440)

The following topics provide information about installing the failover hardware components for the supported configurations:

• “AS3000 Slot Locations” on page 21

• “Failover Cluster Connections: Avid ISIS, Redundant-Switch Configuration” on page 21

• “Failover Cluster Connections, Dual-Connected Configuration” on page 23

Installing the Failover Hardware Components

AS3000 Slot Locations

Each AS3000 server requires a ATTO Celerity FC-81EN Fibre Channel host adapter to connect to the Infortrend RAID array. The card should be installed in the top expansion slot, as shown in the following illustration.

Failover Cluster Connections: Avid ISIS, Redundant-Switch Configuration

Make the following cable connections to add a failover cluster to an Avid ISIS environment, using the redundant-switch configuration:

• First cluster node:

- Top-right network interface connector (2) to layer-3 switch 1 (VLAN 30)

- Bottom-left network interface connector (3) to the bottom-left network interface connector on the second cluster node (private network for heartbeat)

- Fibre Channel connector on the ATTO Celerity FC-81EN card to the Fibre Channel top connector on the Infortrend RAID array.

• Second cluster node:

- Top-right network interface connector (2) to layer-3 switch 2 (VLAN 30)

- Bottom-left network interface connector (3) to the bottom-left network interface connector on the second cluster node (private network for heartbeat)

- Fibre Channel connector on the ATTO Celerity FC-81EN card to the Fibre Channel bottom connector on the Infortrend RAID array.

The following illustration shows these connections.

Avid AS3000 (Rear View)

Adapter card in top PCIe slot

Installing the Failover Hardware Components

Failover Cluster Connections: Avid ISIS, Redundant-Switch Configuration

Interplay Engine Cluster Node 1 AS3000 Back Panel

Interplay Engine Cluster Node 2 AS3000 Back Panel

Infortrend RAID Array Back Panel

1 GB Ethernet connection

Fibre Channel connection

LEGEND

Ethernet to node 2 (Private network)

Fibre Channel to Infortrend

Ethernet to Avid network switch 1

Ethernet to Avid network switch 2

Installing the Failover Hardware Components

Failover Cluster Connections, Dual-Connected Configuration

Make the following cable connections to add a failover cluster to an Avid ISIS environment as a dual-connected configuration:

• First cluster node (AS3000):

- Top-right network interface connector (2) to the ISIS left subnet (VLAN 10 public network)

- Bottom-right network interface connector (4) to the ISIS right subnet (VLAN 20 public network)

- Bottom-left network interface connector (3) to the bottom-left network interface connector on the second cluster node (private network for heartbeat)

- Fibre Channel connector on the ATTO Celerity FC-81EN card to the Fibre Channel top connector on the Infortrend RAID array.

• Second cluster node (AS3000):

- Top-right network interface connector (2) to the ISIS left subnet (VLAN 10 public network)

- Bottom-right network interface connector (4) to the ISIS right subnet (VLAN 20 public network)

- Bottom-left network interface connector (3) to the bottom-left network interface connector on the first cluster node (private network for heartbeat)

- Fibre Channel connector on the ATTO Celerity FC-81EN card to the Fibre Channel bottom connector on the Infortrend RAID array.

The following illustration shows these connections.

Installing the Failover Hardware Components

Failover Cluster Connections, Avid ISIS, Dual-Connected Configuration

Interplay Engine Cluster Node 1 AS3000 Back Panel

Interplay Engine Cluster Node 2 AS3000 Back Panel

Infortrend RAID Array Back Panel

1 GB Ethernet connection

Fibre Channel connection

LEGEND

Ethernet to ISIS left subnet

Ethernet to node 2 (Private network)

Fibre Channel to Infortrend

Ethernet to ISIS right subnet

Ethernet to ISIS left subnet

Ethernet to ISIS right subnet

Clustering Technology and Terminology

Clustering is not always straightforward, so it is important that you get familiar with the technology and terminology of failover clusters before you start. A good source of information is the Windows Server 2008 R2 Failover Clustering resource site:

www.microsoft.com/windowsserver2008/en/us/failover-clustering-technical.aspx

The following link describes the role of the quorum in a cluster:

http://technet.microsoft.com/en-us/library/cc770620(WS.10).aspx

Here is a brief summary of the major concepts and terms:

• Nodes: Individual computers in a cluster configuration.

• Cluster service: A Windows service that provides the cluster functionality. When this service is stopped, the node appears offline to other cluster nodes.

• Resource: Cluster components (hardware and software) that are managed by the cluster service. Resources are physical hardware devices such as disk drives, and logical items such as IP addresses and applications.

• Online resource: A resource that is available and is providing its service.

• Quorum: A special common cluster resource. This resource plays a critical role in cluster operations.

• Resource group: A collection of resources that are managed by the cluster service as a single, logical unit and that are always brought online on the same node.

2 Creating a Microsoft Failover Cluster

This chapter describes the processes for creating a Microsoft failover cluster for automatic server failover. It is crucial that you follow the instructions given in this chapter completely, otherwise the automatic server failover will not work.

This chapter covers the following topics:

• Server Failover Installation Overview

• Before You Begin the Server Failover Installation

• Preparing the Server for the Cluster Service

• Configuring the Cluster Service

Instructions for installing the Interplay Engine are provided in “Installing the Interplay Engine

for a Failover Cluster” on page 70.

Server Failover Installation Overview

Installation and configuration of the automatic server failover consists of the following major tasks:

• Make sure that the network is correctly set up and that you have reserved IP host names and IP addresses (see “Before You Begin the Server Failover Installation” on page 27).

• Prepare the servers for the cluster service (see “Preparing the Server for the Cluster Service”

on page 34). This includes configuring the nodes for the network and formatting the drives.

• Configure the cluster service (see “Configuring the Cluster Service” on page 49).

• Install the Interplay Engine on both nodes (see “Installing the Interplay Engine for a Failover

Cluster” on page 70).

• Test the complete installation (see “Testing the Complete Installation” on page 103).

Do not install any other software on the cluster machines except the Interplay engine. For example, Media Indexer software needs to be installed on a different server. For complete installation instructions, see the Avid Interplay Software Installation and Configuration Guide.

Before You Begin the Server Failover Installation

For more details about Microsoft clustering technology, see the Windows Server 2008 R2 Failover Clustering resource site:

www.microsoft.com/windowsserver2008/en/us/failover-clustering-technical.aspx

Before You Begin the Server Failover Installation

Before you begin the installation process, you need to do the following:

• Make sure all cluster hardware connections are correct. See “Installing the Failover

Hardware Components” on page 20.

• Make sure that the site has a network that is qualified to run Active Directory and DNS services.

• Make sure the network includes an Active Directory domain before you install or configure the cluster.

• Determine the subnet mask, the gateway, DNS, and WINS server addresses on the network.

• Reserve static IP addresses for all network interfaces and host names. See “List of IP

Addresses and Network Names” on page 30.

• Make sure the time settings for both nodes are in sync. If not, you must synchronize the times or you will not be able to add both nodes to the cluster.

• Make sure the Remote Registry service is started and is enabled for Automatic startup. Open Server Management and select Configuration > Services > Remote Registry.

• Create or select domain user accounts for creating and administering the cluster. See

“Requirements for Domain User Accounts” on page 28.

• Create an Avid shared-storage user account with read and write privileges. This account is not needed for the installation of the Interplay Engine, but is required for the operation of the Interplay Engine (for example, media deletion from shared-storage). The user name and password must exactly match the user name and password of the Server Execution User.

• Be prepared to install and set up an Avid shared-storage client on both servers after the failover cluster configuration and Interplay Engine installation is complete. See the Avid ISIS System Setup Guide.

Before You Begin the Server Failover Installation

Requirements for Domain User Accounts

Before beginning the cluster installation process, you need to select or create the following user accounts in the domain that includes the cluster:

• Server Execution User: Create or select an account that is used by the Interplay Engine services (listed as the Avid Workgroup Engine Monitor and the Avid Workgroup TCP COM Bridge in the list of Windows services). This account must be a domain user and it must be a unique name that will not be used for any other purpose. The procedures in this document use sqauser as an example of a Server Execution User. This account is automatically added to the Local Administrators group on each node by the Interplay Engine software during the installation process.

The Server Execution User is not used to start the cluster service for a Windows Server 2008 installation. Windows Server 2008 uses the system account to start the cluster service. The Server Execution User is used to start the Avid Workgroup Engine Monitor and the Avid Workgroup TCP COM Bridge.

The Server Execution User is critical to the operation of the Interplay Engine. If necessary, you can change the name of the Server Execution User after the installation. For more information, see “Troubleshooting the Server Execution User Account” and “Re-creating the Server Execution User” in the Avid Interplay Engine and Avid Interplay Archive Engine Administration Guide and the Interplay Help.

• Cluster installation account: Create or select a domain user account to use during the installation and configuration process. There are special requirements for the account that you use for the Microsoft cluster installation and creation process (described below).

- If your site allows you to use an account with the required privileges, you can use this

account throughout the entire installation and configuration process.

- If your site does not allow you to use an account with the required privileges, you can

work with the site’s IT department to use a domain administrator’s account only for the Microsoft cluster creation steps. For other tasks, you can use a domain user account without the required privileges.

In addition, the account must have administrative permissions on the servers that will become cluster nodes. You can do this by adding the account to the local Administrators group on each of the servers that will become cluster nodes.

Before You Begin the Server Failover Installation

Requirements for Microsoft cluster creation: To create a user with the necessary rights for Microsoft cluster creation, you need to work with the site’s IT department to access Active Directory (AD). Depending on the account policies of the site, you can grant the necessary rights for this user in one of the following ways:

- Make the user a member of the Domain Administrators group. There are fewer manual

steps required when using this type of account.

- Grant the user the permissions “Create Computer objects” and “Read All Properties” in

the container in which new computer objects get created, such as the computer’s Organizational Unit (OU).

- Create computer objects for the cluster service (virtual host name) and the Interplay

Engine service (virtual host name) in the Active Directory (AD) and grant the user Full Control on them. For examples, see “List of IP Addresses and Network Names” on

page 30.

The account for these objects must be disabled so that when the Create Cluster wizard and the Interplay Engine installer are run, they can confirm that the account to be used for the cluster is not currently in use by an existing computer or cluster in the domain. The cluster creation process then enables the entry in the AD.

For more information on the cluster creation account and setting permissions, see the Microsoft article “Failover Cluster Step-by-Step Guide: Configuring Accounts in Active Directory” at http://technet.microsoft.com/en-us/library/cc731002%28WS.10%29.aspx

• Cluster administration account: Create or select a user account for logging in to and administering the failover cluster server. Depending on the account policies of your site, this account could be the same as the cluster installation account, or it can be a different domain user account with administrative permissions on the servers that will become cluster nodes.

Do not use the same username and password for the Server Execution User and the cluster installation and cluster administration accounts. These accounts have different functions and require different privileges.

Before You Begin the Server Failover Installation

List of IP Addresses and Network Names

You need to reserve IP host names and static IP addresses on the in-network DNS server before you begin the installation process. The number of IP addresses you need depends on your configuration:

• An Avid ISIS environment with a redundant-switch configuration requires 4 public IP addresses and 2 private IP addresses

• An Avid ISIS environment with a dual-connected configuration requires 8 public IP addresses and 2 private IP addresses

Make sure that these IP addresses are outside of the range that is available to DHCP so they cannot automatically be assigned to other machines.

If your Active Directory domain or DNS includes more than one cluster, to avoid conflicts, you need to make sure the cluster names, MSDTC names, and IP addresses are different for each cluster.

All names must be valid and unique network host names.

Before You Begin the Server Failover Installation

The following table provides a list of example names that you can use when configuring the cluster for an ISIS redundant-switch configuration. You can fill in the blanks with your choices to use as a reference during the configuration process.

IP Addresses and Node Names: ISIS Redundant-Switch Configuration

Node or Service Item Required Example Name Where Used

Cluster node 1 • 1 Host Name

_____________________

• 1 ISIS IP address - public

_____________________

• 1 IP address - private (Heartbeat)

_____________________

SECLUSTER1 See “Creating the Cluster

Service” on page 52.

Cluster node 2 • 1 Host Name

_____________________

• 1 ISIS IP address - public

_____________________

• 1 IP address - private (Heartbeat)

_____________________

SECLUSTER2 See “Creating the Cluster

Service” on page 52.

Microsoft cluster service

• 1 Network Name (virtual host name)

_____________________

• 1 ISIS IP address - public (virtual IP address)

_____________________

SECLUSTER See “Creating the Cluster

Service” on page 52.

Interplay Engine service

• 1 Network Name (virtual host name)

_____________________

• 1 ISIS IP address - public (virtual IP address)

_____________________

SEENGINE See “Specifying the

Interplay Engine Details” on page 76 and “Specifying the Interplay Engine Service Name” on page 78.

Before You Begin the Server Failover Installation

The following table provides a list of example names that you can use when configuring the cluster for an ISIS dual-connected configuration. Fill in the blanks to use as a reference.

IP Addresses and Node Names: ISIS Dual-Connected Configuration

Node or Service Item Required Example Name Where Used

Cluster node 1 • 1 Host Name

______________________

• 2 ISIS IP addresses - public

(left) __________________

(right) _________________

• 1 IP address - private (Heartbeat)

______________________

SECLUSTER1 See “Creating the Cluster

Service” on page 52.

Cluster node 2 • 1 Host Name

______________________

• 2 ISIS IP addresses - public

(left)__________________

(right)_________________

• 1 IP address - private (Heartbeat)

______________________

SECLUSTER2 See “Creating the Cluster

Service” on page 52.

Microsoft cluster service

• 1 Network Name (virtual host name)

______________________

• 2 ISIS IP addresses - public (virtual IP addresses)

(left) __________________

(right)__________________

SECLUSTER See “Creating the Cluster

Service” on page 52.

Before You Begin the Server Failover Installation

Active Directory and DNS Requirements

Use the following table to help you add Active Directory accounts for the cluster components to your site’s DNS. If you are familiar with installing a Windows Server 2003 cluster, use the second table as a reference.

Interplay Engine service

• 1 Network Name (virtual host name)

______________________

• 2 ISIS IP addresses - public (virtual IP addresses)

(left) __________________

(right) _________________

SEENGINE See “Specifying the

Interplay Engine Details” on page 76 and “Specifying the Interplay Engine Service Name” on page 78.

IP Addresses and Node Names: ISIS Dual-Connected Configuration (Continued)

Node or Service Item Required Example Name Where Used

Windows Server 2008: DNS Entries

Component

Computer Account in Active Directory

DNS Dynamic Entry

a. Entries are dynamically added to the DNS when the node logs on to Active Directory.

DNS Static Entry

Cluster node 1 node_1_name Ye s N o

Cluster node 2 node_2_name Ye s N o

MSDTC Not used Not used Not used

Microsoft cluster service cluster_name

b. If you manually created Active Directory entries for the Microsoft cluster service and Interplay

Engine service, make sure to disable the entries in Active Directory in order to build the Microsoft cluster (see “Requirements for Domain User Accounts” on page 28).

Ye s Yes

c. Add reverse static entries only. Forward entries are dynamically added by the failover cluster. Static

entries must be exempted from scavenging rules.

Interplay Engine service (virtual) ie_name

Ye s Yes

Preparing the Server for the Cluster Service

Before you configure the cluster service, you need to complete the tasks in the following procedures:

• “Changing Default Settings for the ATTO Card on Each Node” on page 35

• “Changing Windows Server Settings on Each Node” on page 36

• “Renaming the Local Area Network Interface on Each Node” on page 36

• “Configuring the Private Network Adapter on Each Node” on page 39

• “Configuring the Binding Order Networks on Each Node” on page 43

• “Configuring the Public Network Adapter on Each Node” on page 44

• “Configuring the Cluster Shared-Storage RAID Disks on Each Node” on page 45

The tasks in this section do not require the administrative privileges needed for Microsoft cluster creation (see “Requirements for Domain User Accounts” on page 28).

Windows Server 2003: DNS Entries

Component

Computer Account in Active Directory

DNS Dynamic Entry

a. Entries are dynamically added to the DNS when the node logs on to Active Directory.

DNS Static Entry

b. Entries must be manually added to the DNS and must be exempted from scavenging rules.

Cluster node 1 node_1_name Ye s N o

Cluster node 2 node_2_name Ye s N o

MSDTC No No Yes

Microsoft cluster service No No Yes

Interplay Engine service (virtual) No No Yes

Preparing the Server for the Cluster Service

Changing Default Settings for the ATTO Card on Each Node

You need to use the ATTO Configuration Tool to change some default settings on each node in the cluster.

To change the default settings for the ATTO card:

1. On the first node, click Start, and select Programs > ATTO ConfigTool > ATTO ConfigTool. If requested, log in as Administrator.

The ATTO Configuration Tool dialog box opens.

2. In the left pane, navigate to the appropriate channel on your host adapter.

The NVRAM tab opens.

Preparing the Server for the Cluster Service

3. Change the following settings if necessary:

- Boot driver: Enabled.

- Execution Throttle: 32

- Device Discovery: Node WWN

- Data Rate: 4 Gb/sec

- Interrupt Coalesce: Low

- Spinup Delay: 30

4. Click Commit.

5. Reboot the system.

6. Open the Configuration tool again and verify the new settings.

7. On the other node, repeat steps 1 through 6.

Changing Windows Server Settings on Each Node

The latest image for the AS3000 Windows Server 2008 R2 Standard x64 (Rev. 4, October 17,

2012) includes system settings that previously required manual changes. For information about these settings, see “Windows Server Settings Included in Latest Image” on page 112.

Disabling IPv6 completely is no longer recommended. IPv6 is enabled in the Rev. 4 image. Binding network interface cards (NICs) to IPv6 is not recommended.

At the first boot after installing the Rev. 4 image, unique GUIDs are assigned to the network adapters used by the failover cluster. The registry might show the same GUID on different servers. This GUID is not used and you can ignore it.

Renaming the Local Area Network Interface on Each Node

You need to rename the LAN interface on each node to appropriately identify each network. Although you can use any name for the network connections, Avid suggests that you use the naming conventions provided in the table in the following procedure.

Avid recommends that you use the same name on both nodes. Make sure the names and network connections on one node match the names and network connections on the other.

To rename the local area network connections:

1. On node 1, click Start > Control Panel > Network and Sharing Center.

The Network and Sharing Center window opens.

2. Click “Change adapter settings” on the left side of the window.

Preparing the Server for the Cluster Service

The Network Connections window opens.

The top left network connector on the AS3000 (number 1) is not used and can be disabled. To disable it, select the corresponding Local Area Connection entry and select File > Disable.

3. Determine which numbered connection (physical port) refers to which device name. You can determine this by connecting one interface at a time. For example, you can start by determining which connection refers to the lower left network connection (the heartbeat connection numbered 3 on AS3000 back panel).

Use the following illustration and table for reference. The illustration uses connections in a dual-connected Avid ISIS environment as an example.

Interplay Engine Cluster Node 1 AS3000 Back Panel

Ethernet to ISIS left subnet

Ethernet to node 2 (Private network)

Fibre Channel to Infortrend

Ethernet to ISIS right subnet

Preparing the Server for the Cluster Service

4. Right-click a network connections and select Rename.

Avid recommends that both nodes use identical network interface names. Although you can use any name for the network connections, Avid suggests that you use the naming conventions provided in the previous table.

5. Depending on your Avid network and the device you selected, type a new name for the network connection and press Enter.

6. Repeat steps 4 and 5 for each network connection.

Naming Network Connections

Network Interface

Label on AS3000

New Names (Redundant-switch configuration)

New Names (Dual-connected configuration) Device Name

Top left network connector

1 Not used Not used Intel(R) 82567LM-4 Gigabit

Network Connection

Top right network connector

2 Not used Right

This is a public network connected to network switch.

You can include the subnet number of the interface. For example, Right-10.

Intel(R) PRO/1000 PT Dual Port Server Adapter

Bottom left network connector

3 Private

This is a private network used for the heartbeat between the two nodes in the cluster.

Private

This is a private network used for the heartbeat between the two nodes in the cluster.

Intel(R) 82574L Gigabit Network Connection

Bottom right network connector

4 Public

This is a public network connected to a network switch

Left

This is a public network connected to network switch.

You can include the subnet number of the interface. For example, Left-20.

Intel(R) PRO/1000 PT Dual Port Server Adapter

Preparing the Server for the Cluster Service

The following Network Connections window shows the new names used in a dual-connected Avid ISIS environment.

7. Close the Network Connections window.

8. Repeat this procedure on node 2, using the same names that you used for node 1.

Configuring the Private Network Adapter on Each Node

Repeat this procedure on each node.

To configure the private network adapter for the heartbeat connection:

1. On node 1, click Start > Control Panel > Network and Sharing Center.

The Network and Sharing Center window opens.

2. Click “Change adapter settings” on the left side of the window.

The Network Connections window opens.

3. Right-click the Private network connection (Heartbeat) and select Properties.

The Private Properties dialog box opens.

4. On the Networking tab, click the following check box:

- Internet Protocol Version 4 (TCP/IPv4)

Uncheck all other components.

Preparing the Server for the Cluster Service

5. Select Internet Protocol Version 4 (TCP/IPv4) and click Properties.

The Internet Protocol Version 4 (TCP/IPv4) Properties dialog box opens.

Select this check box. All others are unchecked.

Preparing the Server for the Cluster Service

6. On the General tab of the Internet Protocol (TCP/IP) Properties dialog box:

a. Select “Use the following IP address.”

b. IP address: type the IP address for the Private network connection for the node you are

configuring. See “List of IP Addresses and Network Names” on page 30.

When performing this procedure on the second node in the cluster, make sure you assign a static private IP address unique to that node. In this example, node 1 uses 192.168.100.1 and node 2 uses 192. 168. 100. 2.

c. Subnet mask: type the subnet mask address

Make sure you use a completely different IP address scheme from the one used for the public network.

d. Make sure the “Default gateway” and “Use the Following DNS server addresses” text

boxes are empty.

7. Click Advanced.

The Advanced TCP/IP Settings dialog box opens.

Type the private IP address for the node you are configuring.

Preparing the Server for the Cluster Service

8. On the DNS tab, make sure no values are defined and that the “Register this connection’s addresses in DNS” and “Use this connection’s DNS suffix in DNS registration” are not selected.

9. On the WINS tab, do the following:

t Make sure no values are defined in the WINS addresses area.

t Make sure “Enable LMHOSTS lookup” is selected.

t Select “Disable NetBIOS over TCP/IP.”

10. Click OK.

A message might by displayed stating “This connection has an empty primary WINS address. Do you want to continue?” Click Yes.

11. Repeat this procedure on node 2, using the static private IP address for that node.

Preparing the Server for the Cluster Service

Configuring the Binding Order Networks on Each Node

Repeat this procedure on each node and make sure the configuration matches on both nodes.

To configure the binding order networks:

1. On node 1, click Start > Control Panel > Network and Sharing Center.

The Network and Sharing Center window opens.

2. Click “Change adapter settings” on the left side of the window.

The Network Connections window opens.

3. From the Advanced menu, select Advanced Settings.

The Advanced Settings dialog box opens.

Preparing the Server for the Cluster Service

4. In the Connections area, use the arrow controls to position the network connections in the following order:

- For a redundant-switch configuration in an Avid ISIS environment, use the following

order:

-Public

-Private

- For a dual-connected configuration in an Avid ISIS environment, use the following

order, as shown in the illustration:

-Left

-Right

-Private

5. Click OK.

6. Repeat this procedure on node 2 and make sure the configuration matches on both nodes.

Configuring the Public Network Adapter on Each Node

Make sure you configure the IP address network interfaces for the public network adapters as you normally would. For examples of public network settings, see “List of IP Addresses and

Network Names” on page 30.

Avid recommends that you disable IPv6 for the public network adapters, as shown in the following illustration:

Preparing the Server for the Cluster Service

Configuring the Cluster Shared-Storage RAID Disks on Each Node

Both nodes must have the same configuration for the cluster shared-storage RAID disk. When you configure the disks on the second node, make sure the disks match the disk configuration you set up on the first node.

Make sure the disks are Basic and not Dynamic.

To configure the shared-storage RAID disks on each node:

1. Shut down the server node you are not configuring at this time.

2. Open the Disk Management tool in one of the following ways:

t Right-click My Computer and select Manage. In the Server Manager list, select Storage

> Disk Management.

t Click Start, type Disk, and select “Create and format hard drive.”

The Disk Management window opens. The following illustration shows the shared storage drives labeled Disk 1, Disk 2, and Disk 3. In this example they are offline, not initialized, and unformatted.

Preparing the Server for the Cluster Service

3. If the disks are offline, right-click Disk 1 (in the left column) and select Online. Repeat this action for Disk 3. Do not bring Disk 2 online.

4. If the disks are not already initialized, right-click Disk 1 (in the left column) and select Initialize Disk.

The Initialize Disk dialog box opens.

Preparing the Server for the Cluster Service

Select Disk 1 and Disk 3 and make sure that MBR is selected. Click OK.

5. Use the New Simple Volume wizard to configure the disks as partitions. Right-click each disk, select New Simple Volume, and follow the instructions in the wizard.

Use the following names and drive letters:

Disk Name and Drive Letter

Infortrend A16F-R2431

Infortrend S12F-R1440

Disk 1 Quorum (Q:) 4 GB 10 GB

Disk 3 Databases (S:) 925GB or larger 814 GB or larger

Preparing the Server for the Cluster Service

Do not assign a name or drive letter to Disk 2.

If you need to change the drive letter after running the wizard, right-click the drive letter in the right column and select Change Drive Letter or Path. If you receive a warning tells you that some programs that rely on drive letters might not run correctly and asks if you want to continue. Click Yes.

The following illustration shows Disk 1 and Disk 3 with the required names and drive letters for the Infortrend S12F-R1440:

6. Verify you can access the disk and that it is working by creating a file and deleting it.

7. Shut down the first node and start the second node.

8. On the second node, bring the disks online and assign drive letters. You do not need to initialize or format the disks.

a. Open the Disk Management tool, as described in step 2.

b. Bring Disk 1 and Disk 3 online, as described in step 3.

c. Right-click a partition, select Change Drive Letter, and enter the appropriate letter.

d. Repeat these actions for the other partitions.

Configuring the Cluster Service

9. Boot the first node.

10. Open the Disk Management tool to make sure that the disks are still online and have the correct drive letters assigned.

At this point, both nodes should be running.

Configuring the Cluster Service

Take the following steps to configure the cluster service:

1. Add the servers to the domain. See “Joining Both Servers to the Active Directory Domain”

on page 49.

2. Install the Failover Clustering feature. See “Installing the Failover Clustering Feature” on

page 49.

3. Start the Create Cluster Wizard on the first node. See “Creating the Cluster Service” on

page 52. This procedure creates the cluster service for both nodes.

4. Rename the cluster networks. See “Renaming the Cluster Networks in the Failover Cluster

Manager” on page 58.

5. Rename and delete the cluster disks. See “Renaming Cluster Disk 1 and Deleting the

Remaining Cluster Disks” on page 60.

6. For a dual-connected configuration, add a second IP address. See “Adding a Second IP

Address to the Cluster” on page 62.

7. Test the failover. See “Testing the Cluster Installation” on page 67.

Creating the cluster service requires an account with particular administrative privileges. For more information, see “Requirements for Domain User Accounts” on page 28.

Joining Both Servers to the Active Directory Domain

After configuring the network information, join the two servers to the Active Directory domain. Each server requires a reboot to complete this process. At the login window, use the domain administrator account (see “Requirements for Domain User Accounts” on page 28).

Installing the Failover Clustering Feature

The Failover Clustering feature is a Windows Server 2008 feature that contains the complete Failover functionality.

The Failover Cluster Manager, which is a snap-in to the Server Manager, is installed as part of the Failover Clustering installation.

Configuring the Cluster Service

To install the Failover Clustering featurer:

1. On the first node, right-click My Computer and select Manage.

The Server Manager window opens.

2. In the Server Manager list, click Features.

3. On the right-side of the Features window, click Add Features.

A list of features is displayed.

If a list of Features does not display and “Error” is displayed instead, see “Displaying the List

of Server Features” on page 51.

4. Select Failover Clustering from the list of features and click Next.

5. On the next screen, click Install.

The Failover Cluster Manager installation program starts. At the end of the installation, a message states that the installation was successful.

Configuring the Cluster Service

6. Click Close.

To check if the feature was installed, open the Server Manager and open Features. The Failover Cluster Manager should be displayed.

7. Repeat this procedure on the second node.

Displaying the List of Server Features

If a list of server features does not display and “Error” is displayed instead, change the Default Authentication Level as described in the following procedure.

To display the list of server features:

1. Click Start, the select Administrative Tools > Component Services.

2. In the directory tree, expand Component Services, expand Computers, right-click My Computer, and select Properties.

3. Click the Default Properties tab.

4. In the Default Distributed COM Communication Properties section, change the Default Authentication Level from None to Connect.

Configuring the Cluster Service

5. Click OK.

Creating the Cluster Service

To create the cluster service:

1. Make sure all storage devices are turned on.

2. Log in to the operating system using the cluster installation account (see “Requirements for

Domain User Accounts” on page 28).

3. On the first node, right-click My Computer and select Manage.

The Server Manager window opens.

4. In the Server Manager list, open Features and click Failover Cluster Manager.

Configuring the Cluster Service

5. Click Create a Cluster.

The Create Cluster Wizard opens with the Before You Begin window.

6. Review the information and click Next (you will validate the cluster in a later step).

7. In the Select Servers window, type the simple computer name of node 1 and click Add. Then type the computer name of node 2 and click Add. The Cluster Wizard checks the entries and, if the entries are valid, lists the fully qualified domain names in the list of servers, as shown in the following illustration:

Configuring the Cluster Service

If you cannot add the remote node to the cluster, and receive an error message “Failed to connect to the service manager on <computer-name>,” check the following:

- Make sure that the time settings for both nodes are in sync.

- Make sure that the login account is a domain account with the required privileges.

- Make sure the Remote Registry service is enabled. For more information, see “Before You Begin the Server Failover Installation” on page 34.

8. Click Next.

The Validation Warning window opens.

9. Select Yes and click Next several times. When you can select a testing option, select Run All Tests.

The automatic cluster validation tests begin. The tests can take up to twenty minutes. After running these validation tests and receiving notification that the cluster is valid, you are eligible for technical support from Microsoft.

The following tests display warnings, which you can ignore:

- Validate SCSI device Vital Product Data (VPD)

- Validate All Drivers Signed

- Validate Memory Dump Settings

10. In the Access Point for Administering the Cluster window, type a name for the cluster, then click in the Address text box and enter an IP address.

Configuring the Cluster Service

If you are configuring a dual-connected cluster, you need to add a second IP address after renaming and deleting cluster disks. This procedure is described in “Adding a Second IP

Address to the Cluster” on page 62.

11. Click Next.

A message informs you that the system is validating settings. At the end of the process, the Confirmation window opens.

Configuring the Cluster Service

12. Review the information and if it is correct, click Next.

The Create Cluster Wizard creates the cluster. At the end of the process, a Summary window opens and displays information about the cluster.

You can click View Report to see a log of the entire cluster creation.

13. Click Finish.

Now when you open the Failover Cluster Manager in the Server Manager, the cluster you created and information about its components are displayed, including the networks available to the cluster (cluster networks).

The following illustration shows components of a dual-connected cluster. Cluster Network 1 and Cluster Network 2 are external networks connected to VLAN 10 and VLAN 20 on Avid ISIS, and Cluster Network 3 is a private, internal network for the heartbeat.

Configuring the Cluster Service

It is possible that Cluster Network 2 (usually Right or VLAN 20) is not configured to be external by the Create Cluster Wizard. In this case, right-click Cluster Network 2, select Properties, and check “Allow clients to connect through this network.”

Configuring the Cluster Service

The following illustration shows components of a cluster in a redundant-switch ISIS environment. Cluster Network 1 is an external network connecting to one of the redundant switches, and Cluster Network 2 is a private, internal network for the heartbeat.

Renaming the Cluster Networks in the Failover Cluster Manager

You can more easily manage the cluster by renaming the networks that are listed under the Failover Cluster Manager.

To rename the networks:

1. Right-click My Computer and select Manage.

The Server Manager window opens.

2. In the Server Manager list, open Features > Failover Cluster Manager > cluster_name.

3. Click Networks.

4. In the Networks window, right-click Cluster Network 1 and select Properties.

The Properties dialog box opens.

Configuring the Cluster Service

5. Click in the Name text box, and type a meaningful name, for example, a name that matches the name you used in the TCP/IP properties. For a redundant-switch configuration, use Public. For a dual-connected configuration, use Left, as shown in the following example. For this network, keep the option “Allow clients to connect through this network.”

6. Click OK.

7. If you are configuring a dual-connected cluster configuration, rename Cluster Network 2, using Right. For this network, keep the option “Allow clients to connect through this network.”

8. Rename the other network Private. This network is used for the heartbeat.

Configuring the Cluster Service

For this private network, leave the option “Allow clients to connect through this network” unchecked.

Renaming Cluster Disk 1 and Deleting the Remaining Cluster Disks

You can more easily manage the cluster by renaming Cluster Disk 1, which is listed under the Failover Cluster Manager.

You must delete any disks other than Cluster Disk 1 that are listed. In this operation, deleting the disks means removing them from cluster control. After the operation, the disks are labeled offline in the Disk Management tool. This operation does not delete any data on the disks.

Cluster Disk 2 is not used. You bring the Databases (S:) drive back online in a later step (“Bringing the Shared Database Drive Online” on page 72).

Before renaming or deleting disks, make sure you select the correct disk by checking the drive letter, either in the Properties dialog box or by expanding Cluster Disks in the Summary of Storage screen.

To rename Cluster Disk 1:

1. Right-click My Computer and select Manage.

The Server Manager window opens.

2. In the Server Manager list, open Features > Failover Cluster Manager > cluster_name.

3. Click Storage.

Configuring the Cluster Service

4. In the Storage window, right-click Cluster Disk 1 and select Properties.

The Properties dialog box opens.

5. In the Resource Name dialog box, type a name for the cluster disk. In this case, Cluster Disk 1 is the Quorum disk, so type Quorum as the name.

Configuring the Cluster Service

To remove all disks other than Cluster Disk 1 (Quorum)

1. In the Storage window, right-click Cluster Disk 2 and select Delete.

2. In the Storage window, right-click Cluster Disk 3 if available (or Databases, if you renamed it) and select Delete.

Adding a Second IP Address to the Cluster

If you are configuring a dual-connected cluster, you need to add a second IP address for the cluster application (virtual server).

To add a second IP address to the cluster:

1. Right-click My Computer and select Manage.

The Server Manager window opens.

2. In the Server Manager list, open Features > Failover Cluster Manager > cluster_name.

Configuring the Cluster Service

3. Click Networks.

Make sure that Cluster Use is enabled for both ISIS networks, as shown in the following illustration.

If a network is not enabled, right-click the network, select Properties, and select “Allow clients to connect through this network.”

Configuring the Cluster Service

4. In the Failover Cluster Manager, select the cluster application by clicking on the Cluster name in the left column of the Failover Cluster Manager.

5. In the Actions panel (right column), select Properties in the Name section.

The Properties dialog box opens.

Configuring the Cluster Service

In the network column, if <unknown network> or <No Network> is displayed instead of the network identifier, close the Server Manager window, and after waiting a few seconds open it again.

6. In the General tab, do the following:

a. Click Add.

b. Type the IP address for the other ISIS network.

c. Click OK.

The General tab shows the IP addresses for both ISIS networks.

Configuring the Cluster Service

7. Click Apply.

A confirmation box asks you to confirm that all cluster nodes need to be restarted. You will restart the nodes later in this procedure, so select Yes.

Configuring the Cluster Service

8. Click the Dependencies tab and check if the new IP address was added with an OR conjunction.

If the second IP address is not there, click “Click here to add a dependency.” Select “OR” from the list in the AND/OR column and select the new IP address from the list in the Resource column.

9. Click OK and restart both nodes. Start with node one and after it is back online, restart the other node.

Testing the Cluster Installation

At this point, test the cluster installation to make sure the failover process is working.

To test the failover:

1. Make sure both nodes are running.

2. Determine which node is the active node (the node that owns the quorum disk). Open the Server Manager and select Features > Failover Cluster Manager > cluster_name > Storage. The server that owns the Quorum disk is the active node.

Configuring the Cluster Service

In the following figure, warrm-ipe3 (node 1) is the current owner of the Quorum disk and is the active node.

3. Open a Command Prompt and enter the following command:

cluster group “Cluster Group” /move:node_hostname

This command moves the cluster group, including the Quorum disk, to the node you specify. To test the failover, use the hostname of the non-active node. The following illustration shows the command and result if the non-active node (node 2) is named warrm-ipe4. The status “Partially Online” is normal.

Configuring the Cluster Service

4. Open the Server Manager and select Features > Failover Cluster Manager > cluster_name > Storage. Make sure that the Quorum disk is online and that current owner is node 2, as shown in the following illustration.

5. In the Server Manager, select Features > Failover Cluster Manager > cluster_name > Networks. The status of all networks should be “Up.” The following illustration shows networks for a dual-connected configuration.

6. Repeat the test by using the Command Prompt to move the cluster back to node 1.

Configuration of the cluster service on all nodes is complete and the cluster is fully operational. You can now install the Interplay Engine.

3 Installing the Interplay Engine for a

Failover Cluster

After you set up and configure the cluster, you need to install the Interplay Engine software on both nodes. The following topics describe installing the Interplay Engine and other final tasks:

• Disabling Any Web Servers

• Installing the Interplay Engine on the First Node

• Installing the Interplay Engine on the Second Node

• Bringing the Interplay Engine Online

• Testing the Complete Installation

• Updating a Clustered Installation (Rolling Upgrade)

• Uninstalling the Interplay Engine on a Clustered System

The tasks in this chapter do not require the domain administrator privileges that are required when creating the Microsoft cluster (see “Requirements for Domain User Accounts” on

page 28).

Disabling Any Web Servers

The Interplay Engine uses an Apache web server that can only be registered as a service if no other web server (for example, IIS) is serving the port 80 (or 443). Stop and disable or uninstall any other http services before you start the installation of the server. You must perform this procedure on both nodes.

No action should be required, because the only web server installed at this point is the IIS and it should already be disabled in the server image (see “Windows Server Settings Included in Latest

Image” on page 112).

Installing the Interplay Engine on the First Node

The following sections provide procedures for installing the Interplay Engine on the first node. For a list of example entries, see “List of IP Addresses and Network Names” on page 30.

• “Preparation for Installing on the First Node” on page 71

• “Starting the Installation and Accepting the License Agreement” on page 74

• “Installing the Interplay Engine Using Custom Mode” on page 74

• “Checking the Status of the Resource Group” on page 89

• “Creating the Database Share Manually” on page 91

• “Adding a Second IP Address (Dual-Connected Configuration)” on page 92

Shut down the second node while installing Interplay Engine for the first time.

Preparation for Installing on the First Node

You are ready to start installing the Interplay Engine on the first node. During setup you must enter the following cluster-related information:

• Virtual IP Address: the Interplay Engine service IP address of the resource group. For a list of example names, see “List of IP Addresses and Network Names” on page 30.

• Subnet Mask: the subnet mask on the local network.

• Public Network: the name of the public network connection.

- For a redundant-switch ISIS configuration, type Public.

- For a dual-connection ISIS configuration, type Left-subnet or whatever name you

assigned in “Renaming the Cluster Networks in the Failover Cluster Manager” on

page 58. For a dual-connection configuration, you set the other public network

connection after the installation. See “Checking the Status of the Resource Group” on

page 89.

To check the public network connection on the first node, open the Networks view in the Failover Cluster Manager and look up the name there.

• Shared Drive: the letter for the shared drive that holds the database. Use S: for the shared drive letter. You need to make sure this drive is online. See “Bringing the Shared Database

Drive Online” on page 72.

• Cluster Service Account User and Password (Server Execution User): the domain account that is used to run the cluster. See “Before You Begin the Server Failover Installation” on

page 27.

Shut down the second node when installing Interplay Engine for the first time.

Installing the Interplay Engine on the First Node

When installing the Interplay Engine for the first time on a machine with cluster services, you are asked to choose between clustered and regular installation. The installation on the second node (or later updates) reuses the configuration from the first installation without allowing you to change the cluster-specific settings. In other words, it is not possible to change the configuration settings without uninstalling the Interplay Engine.

Bringing the Shared Database Drive Online

You need to make sure that the shared database drive (S:) is online.

To bring the shared database drive online:

1. Shut down the second node.

2. Open the Disk Management tool in one of the following ways:

t Right-click My Computer and select Manage. In the Server Manager list, select Storage

> Disk Management.

t Click Start, type Disk, and select “Create and format hard drive.”

The Disk Management window opens. The following illustration shows the shared storage drives labeled Disk 1, Disk 2, and Disk 3. Disk 1 is online, Disk 2 is not formatted and is offline (not used), and Disk 3 is formatted but offline.

Installing the Interplay Engine on the First Node

If Disk 3 is online, you can skip the following steps.

3. Right-click Disk 3 (in the left column) and select Online.

4. Make sure the drive letter is correct (S:) and the drive is named Databases. If not, you can change it here. Right-click the disk name and letter (right-column) and select Change Drive Letter or Path.

Installing the Interplay Engine on the First Node

If you attempt to change the drive letter, you receive a warning tells you that some programs that rely on drive letters might not run correctly and asks if you want to continue. Click Yes.

Starting the Installation and Accepting the License Agreement

To start the installation:

1. Make sure the second node is shut down.

2. Insert the Avid Interplay Servers installation flash drive.

A start screen opens.

3. Select the following from the Interplay Server Installer Main Menu:

Servers > Avid Interplay Engine > Avid Interplay Engine

The Welcome dialog box opens.

4. Close all Windows programs before proceeding with the installation.

5. Information about the installation of Apache is provided in the Welcome dialog box. Read the text and then click Next.

The License Agreement dialog box opens.

6. Read the license agreement information and then accept the license agreement by selecting “I accept the agreement.” Click Next.

The Specify Installation Type dialog box opens.

7. Continue the installation as described in the next topic.

If you receive a message that the Avid Workgroup Name resource was not found, you need to check the registry. See “Changing the Resource Name of the Avid Workgroup Server” on

page 98.

Installing the Interplay Engine Using Custom Mode

The first time you install the Interplay Engine on a cluster system, you should use the Custom installation mode. This lets you specify all the available options for the installation. This is the recommended option to use.

The following procedures are used to perform a Custom installation of the Interplay Engine:

• “Specifying Cluster Mode During a Custom Installation” on page 75

• “Specifying the Interplay Engine Details” on page 76

• “Specifying the Interplay Engine Service Name” on page 78

• “Specifying the Destination Location” on page 79

• “Specifying the Default Database Folder” on page 80

Installing the Interplay Engine on the First Node

• “Specifying the Share Name” on page 81

• “Specifying the Configuration Server” on page 82

• “Specifying the Server User” on page 83

• “Specifying the Server Cache” on page 84

• “Enabling Email Notifications” on page 85

• “Installing the Interplay Engine for a Custom Installation on the First Node” on page 87

For information about updating the installation, see “Updating a Clustered Installation (Rolling

Upgrade)” on page 105.

Specifying Cluster Mode During a Custom Installation

To specify cluster mode:

1. In the Specify Installation Type dialog box, select Custom.

2. Click Next.

The Specify Cluster Mode dialog box opens.

Installing the Interplay Engine on the First Node

3. Select Cluster and click Next to continue the installation in cluster mode.

The Specify Interplay Engine Details dialog box opens.

Specifying the Interplay Engine Details

In this dialog box, provide details about the Interplay Engine.

Installing the Interplay Engine on the First Node

To specify the Interplay Engine details:

1. Type the following values:

- Virtual IP address: This is the Interplay Engine service IP Address, not the Cluster

service IP address. For a list of examples, see “List of IP Addresses and Network

Names” on page 30.

For a dual-connected configuration, you set the other public network connection after the installation. See “Adding a Second IP Address (Dual-Connected Configuration)” on

page 92.

- Subnet Mask: The subnet mask on the local network.

- Public Network: For a redundant-switch ISIS configuration, type Public. For a

dual-connected ISIS configuration, type the name of the public network on the first node, for example, Left. This must be the cluster resource name.

To check the name of the public network on the first node, open the Networks view in the Failover Cluster Manager and look up the name there.

- Shared Drive: The letter of the shared drive that is used to store the database. Use S: for

the shared drive letter.

Make sure you type the correct information here, as this data cannot be changed afterwards. Should you require any changes to the above values later, you will need to uninstall the server on both nodes.

2. Click Next.

The Specify Interplay Engine Name dialog box opens.

Installing the Interplay Engine on the First Node

Specifying the Interplay Engine Service Name

In this dialog box, type the name of the Interplay Engine service.

To specify the Interplay Engine name:

1. Specify the public names for the Avid Interplay Engine service by typing the following values:

- The Network Name will be associated with the virtual IP Address that you entered in the

previous Interplay Engine Details dialog box. This is the Interplay Engine service name (see “List of IP Addresses and Network Names” on page 30). It must be a new, unused name, and must be registered in the DNS so that clients can find the server without having to specify its address.

- The Server Name is used by clients to identify the server. If you only use Avid Interplay

Clients on Windows computers, you can use the Network Name as the server name. If you use several platforms as client systems, such as Macintosh

and Linux® you need to specify the static IP address that you entered for the resource group in the previous dialog box. Macintosh systems are not always able to map server names to IP addresses. If you type a static IP address, make sure this IP address is not provided by a DHCP server.

2. Click Next.

The Specify Destination Location dialog box opens.

Installing the Interplay Engine on the First Node

Specifying the Destination Location

In this dialog box specify the folder in which you want to install the Interplay Engine program files.

To specify the destination location:

1. Avid recommends that you keep the default path C:\Program Files\Avid\Avid Interplay Engine.

Under no circumstances attempt to install to a shared disk; independent installations are required on both nodes. This is because local changes are also necessary on both machines. Also, with independent installations you can use a rolling upgrade approach later, upgrading each node individually without affecting the operation of the cluster.

2. Click Next.

The Specify Default Database Folder dialog box opens.

Installing the Interplay Engine on the First Node

Specifying the Default Database Folder

In this dialog box specify the folder where the database data is stored.

To specify the default database folder:

1. Type S:\Workgroup_Databases. Make sure the path specifies the shared drive (S:).

This folder must reside on the shared drive that is owned by the resource group of the server. You must use this shared drive resource so that it can be monitored and managed by the cluster service. The drive must be assigned to the physical drive resource that is mounted under the same drive letter on the other machine.

2. Click Next.

The Specify Share Name dialog box opens.

Installing the Interplay Engine on the First Node

Specifying the Share Name

In this dialog box specify a share name to be used for the database folder.

To specify the share name:

1. Accept the default share name.

Avid recommends you use the default share name WG_Database$. This name is visible on all client platforms, such as Windows NT Windows 2000 and Windows XP.The “$” at the end makes the share invisible if you browse through the network with the Windows Explorer. For security reasons, Avid recommends using a “$” at the end of the share name. If you use the default settings, the directory S:\Workgroup_Databases is accessible as \\InterplayEngine\WG_Database$.

2. Click Next.

This step takes a few minutes. When finished the Specify Configuration Server dialog box opens.

Installing the Interplay Engine on the First Node

Specifying the Configuration Server

In this dialog box, indicate whether this server is to act as a Central Configuration Server.

A Central Configuration Server (CCS) is an Avid Interplay Engine with a special module that is used to store server and database-spanning information. For more information, see the Avid Interplay Engine and Avid Interplay Archive Engine Administration Guide.

To specify the server to act as the CCS server:

1. Select either the server you are installing or a previously installed server to act as the Central Configuration Server.

Typically you are working with only one server, so the appropriate choice is “This Avid Interplay Engine,” which is the default.

If you need to specify a different server as the CCS (for example, if an Interplay Archive Engine is being used as the CCS), select “Another Avid Interplay Engine.” You need to type the name of the other server to be used as the CCS in the next dialog box.

Only use a CCS that is at least as high availability as this cluster installation, typically another clustered installation.

If you specify the wrong CCS, you can change the setting later on the server machine in the Windows Registry. See “Automatic Server Failover Tips and Rules” on page 110.

Set for both nodes.

Use this option for Interplay Archive Engine

Installing the Interplay Engine on the First Node

2. Click Next.

The Specify Server User dialog box opens.

Specifying the Server User

In this dialog box, define the Cluster Service account (Server Execution User) used to run the Avid Interplay Engine.

The Server Execution User is the Windows domain user that runs the Interplay Engine and the cluster service. This account is automatically added to the Local Administrators group on the server. This account must be the one that was used to set up the cluster service. See “Before You

Begin the Server Failover Installation” on page 27.

To specify the Server Execution User:

1. Type the Cluster Service Account user login information.

The installer cannot check the username or password you type in this dialog. Make sure that the password is set correctly, or else you will need to uninstall the server and repeat the entire installation procedure. Avid does not recommend changing the Server Execution User in cluster mode afterwards, so choose carefully.

When typing the domain name do not use the full DNS name such as mydomain.company.com, because the DCOM part of the server will be unable to start. You should use the NetBIOS name, for example, mydomain.

Installing the Interplay Engine on the First Node

2. Click Next.

The Specify Preview Server Cache dialog box opens.

If necessary, you can change the name of the Server Execution User after the installation. For more information, see “Troubleshooting the Server Execution User Account” and “Re-creating the Server Execution User” in the Avid Interplay Engine and Avid Interplay Archive Engine Administration Guide and the Interplay ReadMe.

Specifying the Server Cache

In this dialog box, specify the path for the cache folder.

For more information on the Preview Server cache and Preview Server configuration, see “Avid Workgroup Preview Server Service” in the Avid Interplay Engine and Avid Interplay Archive

Engine Administration Guide.

To specify the server cache folder:

1. Type or browse to the path of the server cache folder. Typically, the default path is used.

2. Click Next.

The Enable Email Notification dialog box opens if you are installing the Avid Interplay Engine for the first time.

Installing the Interplay Engine on the First Node

Enabling Email Notifications

The first time you install the Avid Interplay Engine, the Enable Email Notification dialog box opens. The email notification feature sends emails to your administrator when special events, such as “Cluster Failure,” “Disk Full,” and “Out Of Memory” occur. Activate email notification if you want to receive emails on special events, server or cluster failures.

To enable email notification:

1. (Option) Select Enable email notification on server events.

The Email Notification Details dialog box opens.

Installing the Interplay Engine on the First Node

2. Type the administrator's email address and the email address of the server, which is the sender.

If an event, such as “Resource Failure” or “Disk Full” occurs on the server machine, the administrator receives an email from the sender's email account explaining the problem, so that the administrator can react to the problem. You also need to type the static IP address of your SMTP server. The notification feature needs the SMTP server in order to send emails. If you do not know this IP, ask your administrator.

3. If you also want to inform Avid Support automatically using email if problems arise, select “Send critical notifications also to Avid Support.”

4. Click Next.

The installer modifies the file Config.xml in the Workgroup_Data\Server\Config\Config directory with your settings. If you need to change these settings, edit Config.xml.

The Ready to Install dialog box opens.

Installing the Interplay Engine on the First Node

Installing the Interplay Engine for a Custom Installation on the First Node

In this dialog box, begin the installation of the engine software.

To install the Interplay Engine software:

1. Click Next.

Use the Back button to review or change the data you have entered. You can also terminate the installer using the Cancel button, because no changes have been done to the system yet.

The first time you install the software, a dialog box opens and asks if you want to install the Sentinel driver. This driver is used by the licensing system.

2. Click Continue.

The Installation Completed dialog box opens after the installation is completed.

Installing the Interplay Engine on the First Node

The Windows Firewall is turned off by the server image (see “Windows Server Settings

Included in Latest Image” on page 112). If the Firewall is turned on, you get messages that

the Windows Firewall has blocked nxnserver.exe (the Interplay Engine) and the Apache server from public networks.

If your customer wants to allow communication on public networks, click “Allow access” and select the check box for “Public networks, such as those in airports and coffee shops.”

Installing the Interplay Engine on the First Node

3. Do one of the following:

t Click Finish.

t Analyze and resolve any issues or failures reported.

4. Click OK if prompted for a restart the system.

The installation procedure requires the machine to restart (up to twice). For this reason it is very important that the other node is shut down, otherwise the current node loses ownership of the Avid Workgroup resource group. This applies to the installation on the first node only.

Subsequent installations should be run as described in “Updating a Clustered Installation

(Rolling Upgrade)” on page 105 or in the Avid Interplay ReadMe.

Checking the Status of the Resource Group

After installing the Interplay Engine, check the status of the resources in the Avid Workgroup Server resource group.

To check the status of the resource group:

1. After the installation is complete, right-click My Computer and select Manage.

The Server Manager window opens.

2. In the Server Manager list, open Features and click Failover Cluster Manager.

3. Open the Avid Workgroup Server resource group.

The list of resources should look similar to those in the following illustration.

Installing the Interplay Engine on the First Node

The Server Name and IP Address, File Server, and Avid Workgroup Disk resources should be online and all other resources offline. S$ and WG_Database$ should be listed in the Shared Folders section.

Take one of the following steps:

- If the File Server resource or the shared folder WG_Database$ is missing, you must

create it manually, as described in “Creating the Database Share Manually” on page 91.

- If you are setting up a redundant-switch configuration, leave this node running so that it

maintains ownership of the resource group and proceed to “Installing the Interplay

Engine on the Second Node” on page 100.

Installing the Interplay Engine on the First Node

- If you are setting up an Avid ISIS dual-connected configuration, proceed to “Adding a

Second IP Address (Dual-Connected Configuration)” on page 92.

Avid does not recommend starting the server at this stage, because it is not installed on the other node and a failover would be impossible.

Creating the Database Share Manually

If the File Server resource or the database share (WG_Database$) is not created (see “Checking

the Status of the Resource Group” on page 89), you can create it manually by using the following

procedure.

If you copy the commands and paste them into a Command Prompt window, you must replace any line breaks with a blank space.

To create the database share and File Server resource manually:

1. In the Failover Cluster Manager, make sure that the “Avid Workgroup Disk” resource (the S: drive) is online.

2. Open a Command Prompt window.

3. To create the database share, enter the following command:

net share WG_Database$=S:\Workgroup_Databases /UNLIMITED /GRANT:users,FULL /GRANT:Everyone,FULL /REMARK:"Avid Interplay database directory" /Y

If the command is successful the following message is displayed:

WG_Database$ was shared successfully.

4. Enter the following command. Substitute the virtual host name of the Interplay Engine service for

ENGINESERVER

cluster res "FileServer-(ENGINESERVER)(Avid Workgroup Disk)" /priv MyShare="WG_Database$":str

No message is displayed for a successful command.

5. Enter the following command. Again, substitute the virtual host name of the Interplay Engine service for

ENGINESERVER

cluster res "Avid Workgroup Engine Monitor" /adddep:"FileServer-(ENGINESERVER)(Avid Workgroup Disk)"

If the command is successful the following message is displayed:

Making resource 'Avid Workgroup Engine Monitor' depend on resource 'FileServer-(ENGINESERVER)(Avid Workgroup Disk)'...

6. Make sure the File Server resource and the database share (WG_Database$) are listed in the Failover Cluster Manager (see “Checking the Status of the Resource Group” on page 89).

Installing the Interplay Engine on the First Node

Adding a Second IP Address (Dual-Connected Configuration)

If you are setting up an Avid ISIS dual-connected configuration, you need use the Failover Cluster Manager to add a second IP address.

To add a second IP address:

1. In the Failover Cluster Manager, select Avid Workgroup Server.

2. Bring the Name, IP Address, and File Server resources offline by doing one of the following:

- Right-click the resource and select “Take this resource offline.”

- Select all resources and select “Take this resource offline” in the Actions panel of the

Server Manager window.

The following illustration shows the resources offline.

3. Right-click the Name resource and select Properties.

The Properties dialog box opens.

Installing the Interplay Engine on the First Node

Note that the Resource Name is listed as “Avid Workgroup Name.” Make sure to check the Resource Name after adding the second IP address and bringing the resources on line in step 9.

If the Kerberos Status is offline, you can continue with the procedure. After bringing the server online, the Kerberos Status should be OK.

4. Click the Add button below the IP Addresses list.

The IP Address dialog box opens.

Installing the Interplay Engine on the First Node

The second ISIS sub-network and a static IP Address are already displayed.

5. Type the second Interplay Engine service Avid ISIS IP address. See “List of IP Addresses

and Network Names” on page 30. Click OK.

The Properties dialog box is displayed with two networks and two IP addresses.

Installing the Interplay Engine on the First Node

6. Check that you entered the IP address correctly, then click Apply.

7. Click the Dependencies tab and check that the second IP address was added, with an OR in the AND/OR column.

8. Click OK.

The resources screen should look similar to the following illustration.

Installing the Interplay Engine on the First Node

9. Bring the Name, both IP addresses, and the File Server resource online by doing one of the following:

- Right-click the resource and select “Bring this resource online.”

- Select the resources and select “Bring this resource online” in the Actions panel.

The following illustration shows the resources online.

Installing the Interplay Engine on the First Node

10. Right-click the Name resource and select Properties.

Installing the Interplay Engine on the First Node

The Resource Name must be listed as “Avid Workgroup Name.” If it is not, see “Changing

the Resource Name of the Avid Workgroup Server” on page 98.

11. Leave this node running so that it maintains ownership of the resource group and proceed to

“Installing the Interplay Engine on the Second Node” on page 100.

Changing the Resource Name of the Avid Workgroup Server

If you find that the resource name of the Avid Workgroup Server application is not “Avid Workgroup Name” (as displayed in the properties for the Server Name), you need to change the name in the Windows registry.

To change the resource name of the Avid Workgroup Server:

1. On the node hosting the Avid Workgroup Server (the active node), open the registry editor and navigate to the key HKEY_LOCAL_MACHINE\Cluster\Resources.

If you are installing a dual-connected cluster, make sure to edit the “Cluster” key. Do not edit other keys that include the word “Cluster,” such as the “0.Cluster” key.

Installing the Interplay Engine on the First Node

2. Browse through the GUID named subkeys looking for the one subkey where the value “Type” is set to “Network Name” and the value “Name” is set to <incorrect_name>.

3. Change the value “Name” to “Avid Workgroup Name.”

4. Do the following to shut down the cluster:

Make sure you have edited the registry entry before you shut down the cluster.

a. In the Server Manager tree (left panel) select the cluster. In the following example, the

cluster name is muc-vtlasclu1.VTL.local.

b. In the context menu or the Actions panel on the right side, select “More

Actions > Shutdown Cluster.”

Installing the Interplay Engine on the Second Node

100

5. Do the following to bring the cluster on line:

a. In the Server Manager tree (left panel) select the cluster.

b. In the context menu or the Actions panel on the right side, select “Start Cluster Service.”

Installing the Interplay Engine on the Second Node

To install the Interplay Engine on the second node:

1. Leave the first machine running so that it maintains ownership of the resource group and start the second node.

Do not attempt to move the resource group over to the second node, or similarly, do not shut down the first node while the second is up, before the installation is completed on the second node.

Do not attempt to initiate a failover before installation is completed on the second node and you create an Interplay database. See “Testing the Complete Installation” on page 103.

2. Perform the installation procedure for the second node as described in “Installing the

Interplay Engine on the First Node” on page 71. In contrast to the installation on the first

node, the installer automatically detects all settings previously entered on the first node.

The Attention dialog box opens.

3. Click OK.

4. The same installation dialog boxes will open that you saw before, except for the cluster related settings that only need to be entered once. Enter the requested information and allow the installation to proceed.

Avid Technology AS3000 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual