Marathon Computer FTvirtual Server, IBM BladeCenter User Manual

Marathon Technologies FTvirtual Server
Installing and Configuring a Fault-Tolerant Windows
TM
and IBM BladeCenter
Environment for Mission Critical Applications
TM
www.marathontechnologies.com
888.682.1142
Notices
Marathon Technologies Corporation reserves the right to make
improvements to this guide and the product it describes at any time and without further notice.
Copyright
© Marathon Technologies Corporation. 1996-2005. All rights
reserved.
This guide is copyrighted, and all rights are reserved. No part of this guide or the products it describes may be reproduced by any means or in any form, without prior consent in writing from Marathon Technologies Corporation.
Printed in the U.S.A.
U.S. Patent Numbers: 5,600,784; 5,615,403; 5,787,485; 5,790,397; 5,896,523; 5,956,474; 5,983,371; 6,038,685; 6,205,565; and 6,728,898.
European Patent Numbers: EP0974912; EP0731945; EP0993633; EP0986784; and EP1000397.
Other patents pending.
Software Copyright Notice
The software described in this document is covered by the
following copyright:
© Marathon Technologies Corporation. 1996-2005.
Trademark Notice
Endurance, Marathon Assured Availability, Marathon FTvirtual Server, and the Marathon logo are either regis­tered trademarks or trademarks of Marathon Technolo­gies Corporation in the United States and/or other countries. Microsoft, MS-DOS, and Windows are registered trade­marks of Microsoft Corporation in the United States and/ or other countries. IBM eServer BladeCenter and IBM are registered trade­marks of the International Business Machines Corpora­tion in the United States and/or other countries. All other brands and product names are trademarks of their respective companies or organizations.
Software Revision
The revision of the software that this document supports is Revision 6.1.1.
This section describes the technical changes made in this edition of the Marathon Technologies FTvirtual Serv-
TM
and IBM eServer BladeCenter
er Environment for Mission Critical Windows Applications application note. Minor changes and editorial corrections may also be included that are not identified.
TM
- A Fault-Tolerant
Summary of changes
Summary of changes for
Marathon Technologies FTvirtual Server and IBM
TM
eServer BladeCenter
for Mission Critical Windows
as created or modified on 9/2/05.
September 2005, First Edition
1.0.0
- A Fault-Tolerant Environment

Contents

Contents
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii
Copyright . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii
Software Copyright Notice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii
Trademark Notice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Software Revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Summary of changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
September 2005, First Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iv
CHAPTER 1 Introduction
Fault-Tolerant Computing for Mission Critical Windows Applications . . . . . . . . . . . . . . . . . . . . 1
The Trend Toward Blades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Mission-Critical Blades: The Need For Fault Tolerance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Marathon FTvirtual Server - Fault-Tolerance Through Software . . . . . . . . . . . . . . . . . . . . . . . . 3
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
CHAPTER 2 Planning and Preparation
Planning the Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
FTvirtual Server Boot Disk Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Network Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
CoServer and Switchbay Network Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Figure - Sample BladeCenter Network Adapter Switchbay Map. . . . . . . . . . . . . . . . . . . . . 7
Network Adapter Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Table - 4 NIC Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Table - 3 NIC Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Table - 3 NIC Alternate Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Table - 2 NIC Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Preparing to Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
BladeCenter Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
FTvirtual Server and Blade Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Identifying Network Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Mapping the Switchbays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Table - Adapter PCI-to-Switchbay Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
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Contents
CHAPTER 3 Installing the Endurance Software
Major Installation Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Windows Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Installing Windows on the CoServers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Event Log Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Disk Partitioning and Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Installing the FTvirtual Server Boot Disk on a Physical Disk . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Installing Endurance Software on the CoServers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Before You Begin the Software Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
CoServer 1 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Starting the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Specify the Location of the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Configure the Network using the Endurance Network Setup Wizard . . . . . . . . . . . . . . . . . . . . 21
Table - Suggested CoServer1 CLink IP Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
CoServer 2 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Table - Suggested CoServer2 CLink IP Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Installing Windows on and Configuring the FTvirtual Server . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Select CoServer Devices for FTvirtual Server Use and Configure the FTvirtual Server Disk . 34
Install Windows on the FTvirtual Server Disk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Finish the Windows Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Install the Endurance FTvirtual Server Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Specify the Location of the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Finish the FTvirtual Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Verifying the FTvirtual Server Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
What to do Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
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CHAPTER 1 Introduction

This chapter discusses the key advantages of IBM BladeCenter and Mara­thon Technologies FTvirtual Server and how they combine to create a truly fault-tolerant environment for mission critical Windows applications.

Fault-Tolerant Computing for Mission Critical Windows Applications

The Trend Toward Blades

Blade configurations like the IBM BladeCenter have become popular because they provide several key advantages over conventional pedestal or rack-mounted servers. These advantages include:
Flexibility and Ease of Installation
Because blades get their electrical power and network interconnections from the chassis, adding processing power to an existing chassis is as simple as inserting the blade and configuring its software and network address. No additional cabling or electrical power connections are required.
Ease of Management
System management tools like the IBM Director permit hundreds of blade servers to be maintained remotely through use of a single graphi­cal console. This tool provides a common management view across multiple servers in a chassis and enables a smaller IT staff to manage the same number of servers.
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Introduction
Reduced Floor Space Usage in the Data Center
Modular design reduces cost through more efficient use of valuable floor space. The increased density can significantly reduce the space require­ments in a data center.
Reduced Cost of Power and Cooling
Blades servers integrate resources and share key components. Since blades in a chassis share common power supplies, power is distributed more efficiently and less heat is generated for a given amount of pro­cessing power.
Increased Reliability and Availability
Since the BladeCenter may be configured with redundant hot-swap power supplies and built-in network switches, it effectively eliminates several key single points of failure and provides greater system availabil­ity than conventional rack-mount servers. The BladeCenter also reduces down-time due to server failure by making replacement of a failed server easy.

Mission-Critical Blades: The Need For Fault Tolerance

As enterprises move more compute load to blade servers, blades are becoming increasingly mission-critical. Because downtime has significant associated costs - lost sales, decreased customer satisfaction, lost produc­tivity - the need for a simple, affordable way to keep blades running continu­ously is becoming urgent. Four trends are converging to further increase the need for continuously available blades:
Improved server density and server consolidation increases the
potential risk to business operations in the event of downtime by “putting all your eggs in one basket”
Increasingly stringent regulations require data retention and avail-
ability
More threats to security and physical systems
Increasing complexity of enterprise infrastructure, and impact of
system downtime
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Marathon FTvirtual Server - Fault-Tolerance Through Software

To address the need for continuous availability of mission-critical applica­tions, Marathon Technologies has designed its FTvirtual Server software to work with blade server configurations as well as traditional servers.
Marathon software harnesses the redundancy provided by two BladeCenter servers to create a true, fault- tolerant environment for Windows applica­tions.This is accomplished by loading the Marathon software on any two blade servers and interconnecting them via the BladeCenter’s integrated chassis switching matrix. The Marathon software synchronizes the two servers and creates a virtual application environment that runs on both servers simultaneously. If either server in the connected pair fails, the appli­cation environment continues to function uninterrupted, using the process­ing power of the other. Unlike typical clustering technologies which require seconds or even minutes to “fail-over” application processing and may incure data loss, there is no failover with Marathon software, so there is no downtime.
The result is a truely fault-tolerant Windows environment for BladeCenter configurations. Enterprises get all the cost savings and operational efficien­cies of the BladeCenter while protecting their business-critical Windows applications and data, even in the event of a blade failure.

Conclusion

Blade servers are helping companies save money and increase efficiency and flexibility in their data centers. However, without adequate fault protec­tion, these benefits are soon lost in the event of downtime. Marathon’s FTvirtual Server software delivers a simple, affordable way to protect impor­tant applications and data running on IBM eServer BladeCenter configura­tions.
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Introduction
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CHAPTER 2 Planning and Preparation

This chapter describes BladeCenter features and options, key design con­cepts, and basic configuration guidelines you should be aware of before beginning to install and setup a BladeCenter FTvirtual Server.

Planning the Installation

Before starting the Endurance software installation you should consider several major configuration related issues, which will effect the overall oper­ation and capability of your FTvirtual Servers.

FTvirtual Server Boot Disk Options

The Endurance software allows the FTvirtual Server boot disk to be installed on either a separate physical disk or as a Virtual disk. If your blade configuration is limited to a single on-board physical disk you will need to use a Virtual boot disk for the FTvirtual Server. A virtual boot disk allows you to share a single physical disk as both the CoServer and the FTvirtual Server Windows boot disk. Disk space is allocated to a file on the CoServer disk. The content of the file is then formatted, partitioned, and used as the FTvirtual Server boot disk.
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Planning and Preparation

Network Environment

The optimal FTvirtual Server configuration uses 4 network adapters per blade to support CoServer communications and client access links critical to applications. These links provide the mechanisms and transport for redi­rected network I/O, FTvirtual Server communications and fault manage­ment activities.
When using the optimal network configuration, two of the adapters in each blade will support CoServer Links (CSLink) 1 and 2, which are primarily used for disk mirroring and memory synchonization operations. A third adapter in each blade is used for CoServer out-of-band remote administra­tion and SNMP management activities. The fourth serves as a redirected network link permitting the FTvirtual Server to satisfy client and application I/O requests.
CoServer and Switchbay Network Connections
A sample BladeCenter network map depicting the connections for two FTvirtual Server configurations (FTv1 and FTv3) is shown in Figure 1. This configuration demonstrates the optimal BladeCenter FTvirtual Server con­figuration, maximizing server fault-tolerance and network availability.
It should be mentioned that although each switchbay is internally intercon­nected with each slot of the BladeCenter chassis, these additional connec­tions have been left out of the diagram for the sake of simplicity.
Note that in this 4 NIC configuration switchbays 1 and 2 provide dedicated CSLink 1 and CSLink 2 switching capability for each of the FTv CoServers. These connections are made internally to the BladeServer chassis and none of the external ports available on these two switches are used for external connections.
Switchbays 3 and 4 are configured for FTvirtual Server Redirected and Management use. The four external ports available on these switches are used to connect the FTvirtual Server/s to the public network.
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FIGURE 1.
FTv1 CoServer 1
PCI 1:0:0 NIC
PCI 1:0:1 NIC
PCI 2:2:1 NIC
PCI 2:2:0 NIC
FTv1 CoServer 2
PCI 1:0:0 NIC
PCI 1:0:1 NIC
PCI 2:2:1 NIC
PCI 2:2:0 NIC
Sample BladeCenter Network Adapter Switchbay Map
Switch Bay 1
CSLink 1 connections only
No external connections
Switch Bay 2
CSLink 2 connections only
No external connections
FTv2 CoServer 1
FTv2 CoServer 2
FTv3 CoServer 1
PCI 1:0:0 NIC
PCI 1:0:1 NIC
PCI 2:2:1 NIC
PCI 2:2:0 NIC
FTv3 CoServer 2
PCI 1:0 :0 NIC
PCI 1:0 :1 NIC
PCI 2:2 :1 NIC
PCI 2:2 :0 NIC
Switch Bay 3
Redirec ted for CoServ er 1
Management for CoSer ver 2
Switch Bay 4
Redirec ted for CoServ er 2
Management for CoSer ver 1
Blade Bays 1, 5, 9 are assumed to contain CoServer 1 Blade Bays 3, 7, 11 are assumed to contain CoServer 2 Blade Bay pairs 1 & 3, 5 & 7, 9 & 11 each make an Endurance system
To
Network
To
Network
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Planning and Preparation
Network Adapter Configurations
Depending upon your specific switchbay and blade on-board device config­uration, it is possible that fewer than 4 adapters will be available for use. When planning a BladeCenter network configuration your primary concern should be to maximize the availability of the redirected network links and minimize utilization of external networks by the CoServer links.
To maximize the availability of the redirected links, different switches should be used to connect the CoServers to the external network. To mini­mize utilization of the external network by the CoServer links, both CoServ­ers should use the same internal switch for a CSLink connection. Routing a CSLink connection through the same switch will confine all associated traf­fic to that switch. Several recommended network configurations using 4, 3,
and 2 network adapters are shown in the following tables.
TABLE 1. 4 NIC Configuration
Function CoServer 1 CoServer 2 Comment
CSLink 1 Switchbay 1 Switchbay 1 Internal Bandwidth
CSLink 2 Switchbay 2 Switchbay 2 Internal Bandwidth
Redirected Switchbay 3 Switchbay 4 Redundant External Connection
Manage Switchbay 4 Switchbay 3 Redundant External Connection
TABLE 2.
Function CoServer 1 CoServer 2 Comment
CSLink 1 Switchbay 1 Switchbay 1 Internal Bandwidth
Redirected Switchbay 2 Switchbay 3 Redundant External Connection
CSLink 2 Switchbay 3 Switchbay 2 Exposed network utilization
TABLE 3.
Function CoServer 1 CoServer 2 Comment
CSLink 1 Switchbay 1 Switchbay 1 Internal Bandwidth
Redirected Switchbay 2 Switchbay 3 Redundant External Connection
Manage Switchbay 3 Switchbay 2 Redundant External Connection
3 NIC Configuration
3 NIC Alternate Configuration
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Requires network routed IP addresss
TABLE 4. 2 NIC Configuration
Function CoServer 1 CoServer 2 Comment
CSLink 1 Switchbay 1 Switchbay 2 Exposed network utilization.
Redirected Switchbay 2 Switchbay 1 Redundant External Connection
Requires network routed IP address.
For More Information
For more information on setting-up network configurations, Virtual boot disks and other preparation issues consult the following resources located on your Marathon software distribution CD-ROM:
Administrator’s Guide
Upgrading Endurance Software
Configuration and Installation Guide
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Planning and Preparation

Preparing to Install

BladeCenter Options

An IBM eServer BladeCenter may be configured using a variety of storage and networking options. For example, the BladeCenter chassis using HS20 blade servers offers the following configuration features:
A rack-optimized 7U modular 14 slot chassis that can support a
total of 14 hot-swap BladeCenter HS20 blades.
A CD-ROM and floppy shared by all blade bays.
A maximum of two Management modules integrating remote man-
agement functions and a 14-port Keyboard/Video/Mouse switch.
Up to 4 Gigabit Ethernet Switch modules. Each switch has four
external ports as well as 14 internal ports (one to each bay).
HS20 hot-swappable blades supporting two XEON processors, 4-
port Gigabit Ethernet modules, on-board disks and/or a piggy­backed SCSI drive Expansion Unit.
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FTvirtual Server and Blade Configuration

Each Endurance FTvirtual Server configuration is comprised of two blades. Following installation of the Endurance software each will function as a CoServer to create the FTvirtual Server environment.
Depending upon the specific configuration, a 14 slot BladeCenter chassis can support a total of 7 Endurance FTvirtual Servers (2 slots per FTvirtual Server), using single-slot blades configured with one or two on-board disks and four network adapters. If each blade is configured with four network adapters and a piggy-backed SCSI Expansion Unit option for increased storage capacity, a total of 3 Endurance configurations (4 slots per FTvirtual Server) may be supported.
It is important to note that the chassis slot position of a blade has no impact on its function. After an Endurance system has been established, the blades can be moved to any chassis slot and located in any order. Data communications between Endurance configured blades is controlled by IP addresses, which are unique to a blade and FTvirtual Server blade pair.
Identifying Network Components
To help simplify Endurance software installation it is suggested that you first create a chart that maps blade configured network adapters to their corre­sponding ethernet switchbay connection. Since this mapping may vary across blade (HSxx) models, it is important that you identify these connec­tions prior to installation. Later, during the network setup phase of the instal­lation you will be able to correlate a CoServer assigned networking role to its corresponding adapter and ethernet switchbay connection.
A specific network adapter must be identified by its unique PCI bus location in the system in terms of:
“PCI bus b, device d, function f”
Switchbays may be identified from the back of the BladeCenter cabinet by the number of the particular bay they reside in.
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Planning and Preparation
Mapping the Switchbays
After installation of the Windows operating system on a blade you can fill-in the switchbay mapping table for your particular configuration using the fol­lowing procedure.
Note: Do not perform PCI-to-Switchbay mappings when blades
within the chassis are operating within a production environment.
1. On one of the CoServer blades right-click My Network Places to view
the Network Connections dialog.
2. From the back of the BladeCenter cabinet select a switchbay and unplug
it.
3. Return to the CoServer console and observe the Network Connections
dialog and note which connection experiences a status change.
4. Right-click on the connection that changed status to display the Local
Area Connection Properties.
5. Click the Configure button to display the controller properties. Note the
switchbay number of the switch you unpluged and record the corre sponding PCI location information for that adapter in Table 4. Plug the switchbay back into its slot and wait for the connection status to return to normal.
6. Repeat this procedure for each configured ethernet switchbay until you
have identified all connections. Since these connections will hold for like blade models this mapping will work for all other configured blades.
TABLE 5. Adapter PCI-to-Switchbay Mappings
Blade Model Switchbay 1 Switchbay 2 Switchbay 3 Switchbay 4
Blade HS20 8832 Chassis
Blade HS20 8843 Chassis
Blade HSXX 88nn Chassis
1:0:0 (b:d:f) 1:0:1 (b:d:f) 2:2:1 (b:d:f)
5:1:0 5:1:1 6:1:0 6:1:1
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-
2:2:0 (b:d:f)
CHAPTER 3 Installing the Endurance
Software
This chapter describes in detail how to install and configure the Endurance software on each of the BladeCenter CoServers to create the FTvirtual Server.

Major Installation Tasks

The major installation tasks are:
1. Install Windows on both CoServers.
2. Install Endurance software on CoServer 1.
3. Install Endurance software on CoServer 2.
4. Install Windows on and configure the FTvirtual Server
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Installing the Endurance Software

Windows Installation

Before you begin the Endurance installation, install Windows and set the size of the event logs.

Installing Windows on the CoServers

On both CoServers:
Install the appropriate Windows software and Service Packs. Refer to the Endurance Release Notes for information about hardware and software requirements, including Windows Security Updates.
Note: If the Manage Your Server or Configure Your Server window
appears, click Don’t display this page at logon, and then dismiss the window.

Event Log Recommendations

On both CoServers:
For best results in tracking system events, make sure that the Application Log and System Log on both CoServers are set to at least 16384 KB.
From Computer Management, select Event Viewer. For each log:
Right click, and select Properties.
If necessary, change the Maximum log size to at least 16384 KB. Verify that the Overwrite events as needed box is checked.
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Disk Partitioning and Formatting

The Windows operating system for the FTvirtual Server will be installed on a disk of each blade CoServer. You can select a physical disk in the CoS­erver for the FTvirtual Server boot disk or you can install the FTvirtual Server on an Endurance Virtual disk. A Virtual boot disk is a CoServer disk that you can create by allocating space in the file system of any existing CoServer disk and then, using Endurance software, creating a Virtual disk from this file space. The Virtual disk can then be mounted, formatted and partitioned like any physical disk. This allows you to use one physical disk for booting both the CoServer and the FTvirtual Server on blade systems configured with only a single physical disk.
If you wish to install the FTvirtual Server boot disk on a physical disk, con­tinue on with the next section. If you want to install the FTvirtual Server boot disk on a Virtual disk skip the next section and proceed to Installing Endur­ance Software on the CoServers. Setup of the Virtual disk will be covered later during the CoServer installation procedure.
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Installing the Endurance Software

Installing the FTvirtual Server Boot Disk on a Physical Disk

On CoServer 2:
The disk for the FTvirtual Server software must be Basic and formatted to use the NTFS file system.
1. Right-click My Computer, then select Manage Computer Manage-
ment Storage and then Disk Management. Make sure Disk 1 is basic, not dynamic.
2. If the partition is not basic, right click and select Revert to Basic.Right-
click on unallocated Disk 1, and use the wizard that creates partitions to create the FTvirtual Server boot drive.
Select Primary partition.
Specify the partition size.
Assign a drive letter. Record this drive letter for later use during
FTvirtual Server installation.
Format the partition using NTFS.
Rename the drive (volume label) FTv boot drive.
3. Mark the drive active.
If you plan to use additional disks for applications, make sure that
they are designated Basic and not Dynamic.
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4. Verify the destination on the Ready to Install window, and click Install.
5. Click Finish on the Completing the Endurance Quorum Service
Setup Wizard.
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Installing the Endurance Software

Installing Endurance Software on the CoServers

Before You Begin the Software Installation

Have your Endurance software license number available. You need
to type it when you install the software on the CoServers.
Know the PCI location-to-switchbay mappings for each network
adapter. This information will be used when the Endurance Net­work Setup runs.
Make sure all network connections are Enabled and connected.
Right click on My Network Places and select Properties. Exam­ine the status of each connection. If the connection is Disabled, you must Enable that connection. Make sure each connection has a status of Connected.
Gather information for installing Windows on the FTvirtual Server:
- The Windows license type: Per server or Per seat
- The computer name
- The user name
- The organization name
- The Windows Product Key
Note: If you are slip streaming for the FTvirtual Server’s Service Pack,
refer to the Microsoft documentation for information about preparing the Windows installation. After the Service Pack is applied, it takes the place of the Windows distribution media.
18 Marathon Technologies Corporation

CoServer 1 Installation

Starting the Installation
1. Insert the Endurance CD. If your CD does not automatically launch the
Installation Launcher, browse the CD and double click on setup.exe.
2. From the Installation Launcher, select Install CoServer, and follow the
prompts through the Welcome, License Agreement, and Information dialogs to the Customer Information dialog.
3. Type a user name, company name, and the license number (including
the dashes).
4. Verify the name, company, and license number on the Registration
Confirmation page.
5. In the Select Features window, choose the components you want to
install.
Select Basic Product, the default.
Marathon recommends that you also install the other defaults: Doc
umentation and SNMP Support.
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Installing the Endurance Software
6. Select CoServer1 for installation.
Specify the Location of the Software
1. On the Choose Destination Location window, save the files in the
default location C:\Program Files\Marathon\Endurance or specify another location.
2. On the Confirm New Folder window, click Yes.
3. Verify the information on the Check Setup Information window. Click
Next.
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Configure the Network using the Endurance Network Setup Wizard
If you are installing on a Windows 2003 system, the following Security Alert may appear.
Click Yes to continue with Endurance Network Setup.
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Installing the Endurance Software
The Endurance Network Setup wizard starts to guide you through the task of configuring the adapters. Click Next to begin.
1. On the Configure Redirected page, enter 1 in the Specify total num-
ber of Redirected adapters box and highlight the adapter you wish to
assign as redirected in the Connection column. Select the adapter to be used based upon the PCI location-to-switchbay mapping you estab lished during planning and preparation. Click Next to continue.
22 Marathon Technologies Corporation
-
2. On the Configure CoServer Link1 page, highlight the adapter you wish
to assign as CoServer Link1 in the Connection column. Select the adapter based upon the PCI location-to-switchbay mapping you estab lished during planning and preparation. You can use Table 1 to assign IP
addresses for internal CLink connections.
-
TABLE 1. Suggested CoServer1 CLink IP Addresses
Blade Pair 1 Blade Pair 2 Blade Pair 3
CoServer1 CoServer2 CoServer1 CoServer2 CoServer1 CoServer2
CSLink1
CSLink2
192.168.3.1 192.168.3.2 192.168.13.1 192.168.13.2 192.168.23.1 192.168.23.2
192.168.4.1 192.168.4.2 192.168.14.1 192.168.14.2 192.168.24.1 192.168.24.2
Note: When installing multiple blade pairs, the first blade pair will have
the same IP for both the default IP and the currently configured IP. This will not be the case for subsequent blade pairs.
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Installing the Endurance Software
Right click on the your adapter selection and choose Internet Protocol Properties from the action menu. On the Internet Protocol Properties
page select Use the following IP address. Fill-in the appropriate IP address from Table 1 for this adapter. Then, enter Subnet mask
255.255.255.0 and click OK.
24 Marathon Technologies Corporation
On the Endurance Network Setup page make sure that the desired adapter is still highlighted and select Use currently configured IP
addressing. Click Next to continue.
3. If your network configuration will not use CoServer Link 2, select No
Coserver Link 2 and then click Next without selecting an adapter.
If you will be using CoServer Link 2, then on the Configure CoServer Link2 page, highlight the adapter you wish to assign as CoServer Link2
in the Connection column. Select the adapter based upon the PCI loca tion-to-switchbay mapping you established during planning and prepara­tion. You can use Table 1 to assign IP addresses for internal CLink connections.
Right click on the adapter selection and choose Internet Protocol Prop- erties from the action menu. On the Internet Protocol Properties page select Use the following IP address and fill-in the appropriate address. Then, enter Subnet mask 255.255.255.0 and click OK.
On the Endurance Network Setup page make sure that the desired adapter is still highlighted and select Use currently configured IP addressing. Click Next to continue.
-
Marathon Technologies Corporation 25
Installing the Endurance Software
4. If your network will not use a CoServer Management connection, push
Next without highlighting an adapter.
If you will be using CoServer Management, then on the Configure CoS­erver Management page, highlight the adapter you wish to assign for
CoServer Management in the Connection column. Select the adapter based upon the PCI location-to-switchbay mapping you established dur ing planning and preparation.
-
If you wish to assign an IP address, right click on the selection and choose Internet Protocol Properties from the action menu. On the
Internet Protocol Properties page select Use the following IP address, fill-in the appropriate address, enter the desired Subnet mask
and click OK. Click Next to continue.
26 Marathon Technologies Corporation
5. On the Endurance Network Setup page if the Update Network Con-
nections adapter names box is checked, when you restart the system
Network Setup will reassign the adapter names. Click Apply.
6. When the Endurance Network Setup Settings Applied page appears
click Exit.
7. Click Yes to restart the CoServer.
8. When the system restarts the Endurance Network Setup wizard starts
automatically to complete network configuration. On Windows 2003, Hardware Installation pop-ups may appear. Click Continue Anyway.
9. If the video quality pop-up message appears, choose the desired
response.
10. The Endurance FTvirtual Server Desktop window will be displayed in
the top left corner of the CoServer desktop with the text Endurance FTvirtual Server Offline.
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Installing the Endurance Software
11. The message Do you want to create a virtual disk for use as the
FTvirtual Server boot disk? is displayed. A virtual boot disk is required
if there is only one physical disk in the CoServer. A virtual boot disk is created as a way to share a single physical disk as both the CoServer and the FTvirtual Server Windows boot disk. Disk space is allocated to a file on the CoServer disk. The content of the file is then formatted, parti tioned, and used as a member of the FTvirtual Server boot disk.
If you select No, skip ahead to the CoServer 2 installation section.
If you select Yes the Device Redirector Connections dialog is dis­played. Click OK, to create a Virtual boot disk.
Create a Virtual Disk
On the displayed Device Redirector dialog set:
- The virtual disk size. The default is 4 gigabytes.
- The boot partition size. Specify a size less than or equal to the
virtual disk size. The default size is the virtual disk size.
-
- A drive letter to use when you mount the virtual disk on CoServer 1. The default is the next available drive letter.
- Location on CoServer 1 of the file that becomes the virtual disk.
28 Marathon Technologies Corporation
Click Create to create the virtual disk.
This may take a few minutes, depending on the size of the virtual disk. When the virtual disk is created, the Device Redirector displays a dialog showing the name of the file that was created, the SCSI ID of the newly cre­ated virtual disk, and the drive letter associated with the NTFS-formatted boot partition.
Click OK.
12. Continue with CoServer 2 Installation.

CoServer 2 Installation

Press both media device select buttons on the front panel of the Blade you have choosen for CoServer2 to assign connection of the console display and CDROM to that server.
Marathon Technologies Corporation 29
Installing the Endurance Software
1. Browse the CD and double-click setup.exe.
2. From the Installation Launcher, select Install CoServer. Follow the
prompts as you did during CoServer 1 installation to set the license num ber, select features, choose CoServer 2 install, and define the installa­tion location. When the Endurance Network wizard runs proceed to step 3 below.
3. On the Configure Redirected page, enter 1 in the Specify total num-
ber of Redirected adapters, and highlight the adapter you wish to
assign as Redirected in the Connection column. Select the adapter based upon the PCI location-to-switchbay mapping you established dur ing planning and preparation.
4. On the Configure CoServer Link1 page, highlight the adapter you wish
to assign as CoServer Link1 in the Connection column. Select the adapter based upon the PCI location-to-switchbay mapping you estab lished during planning and preparation. You can use Table 2 to assign IP addresses for internal CLink connections.
-
-
-
TABLE 2. Suggested CoServer2 CLink IP Address
Blade Pair 1 Blade Pair 2 Blade Pair 3
CoServer1 CoServer2 CoServer1 CoServer2 CoServer1 CoServer2
CSLink1
CSLink2
192.168.3.1 192.168.3.2 192.168.13.1 192.168.13.2 192.168.23.1 192.168.23.2
192.168.4.1 192.168.4.2 192.168.14.1 192.168.14.2 192.168.24.1 192.168.24.2
Note: When installing multiple blade pairs, the first blade pair has the
same IP for both the default IP and the currently configured IP. This will not be the case for subsequent blade pairs.
Right click on the adapter selection and choose Internet Protocol Prop- erties from the action menu. On the Internet Protocol Properties page select Use the following IP address and fill-in the appropriate address. Then, enter Subnet mask 255.255.255.0 and click OK.
30 Marathon Technologies Corporation
On the Endurance Network Setup page make sure that the desired adapter is still highlighted and select Use currently configured IP
addressing. Click Next to continue.
5. If your network configuration will not use CoServer Link 2, select No
Coserver Link 2 and then click Next without selecting an adapter.
If you will be using CoServer Link 2, then on the Configure CoServer Link2 page, highlight the adapter you wish to assign as CoServer Link2
in the Connection column. Select the adapter based upon the PCI loca tion-to-switchbay mapping you established during planning and prepara­tion.
Right click on the selection and choose Internet Protocol Properties from the action menu. On the Internet Protocol Properties page select
Use the following IP address, fill-in the appropriate address, enter Subnet mask 255.255.255.0 and click OK.
On the Endurance Network Setup page make sure that the desired adapter is still highlighted and select Use currently configured IP
addressing. Click Next to continue.
6. If your network will not use a CoServer Management connection, push
Next without highlighting an adapter
-
If you will be using CoServer Management, then on the Configure CoS- erver Management page, highlight the adapter you wish to assign for CoServer Management in the Connection column. Select the adapter based upon the PCI location-to-switchbay mapping you established dur ing planning and preparation.
If you wish to assign an IP address, right click on the selection and choose Internet Protocol Properties from the action menu. On the
Internet Protocol Properties page select Use the following IP address, fill-in the appropriate address, enter the desired Subnet mask
and click OK. Click Next to continue.
7. On the Endurance Network Setup page if the Update Network Con-
nections adapter names box is checked, when you restart the system
Network Setup will reassign the adapter names. Click Apply.
8. Click Exit.
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Installing the Endurance Software
9. Click Yes to restart the CoServer.
10. When the system restarts the Endurance Network Setup wizard starts
automatically to complete network configuration. On Windows 2003, Hardware Installation pop-ups may appear. Click Continue Anyway.
11. If the video quality pop-up message appears, choose the desired
response.
12. The Endurance FTvirtual Server Desktop window will be displayed in
the top left corner of the CoServer desktop with the text Endurance FTvirtual Server Offline.
13. The message Do you want to create a virtual disk for use as the
FTvirtual Server boot disk? is displayed. You should select the same
response that was given during CoServer 1 installation by clicking the approriate button.
If you select No, the installation will continue with installing Windows and configuring FTvirtual Server. Skip ahead to the Installing Windows on and Configuring the FTvirtual Server section.
If you select Yes the Device Redirector Connections dialog is dis­played.
Click OK if both CoServer names are displayed.
If both CoServer names are not displayed:
- Launch the Endurance Manager:
- Start Programs Marathon Endurance Manager)
- When both CoServers appear bright green in the CoServer
View (View
CoServer View) showing that they are in the
Degraded state, enter the name of the missing CoServer in the
Device Redirector Connections dialogue box; and then click OK.
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Create a Virtual Disk
On the displayed Device Redirector dialog set:
- The virtual disk size. The default is 4 gigabytes.
- The boot partition size. Specify a size less than or equal to the
virtual disk size. The default size is the virtual disk size.
- A drive letter to use when you mount the virtual disk on
CoServer 2. The default is the next available drive letter.
- Location on CoServer 2 of the file that becomes the virtual disk.
Click Create to create the virtual disk.
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Installing the Endurance Software
This may take a few minutes, depending on the size of the virtual disk. When the virtual disk is created, the Device Redirector displays a dialog showing the name of the file that was created, the SCSI ID of the newly cre­ated virtual disk, and the drive letter associated with the NTFS-formatted boot partition. Record this drive letter for later use during the FTvirtual Server installation.
Click OK.
The Device Redirector prompts you to prepare the FTvirtual Server disk for the FTvirtual Server part of the installation. Click Yes in response to the Do you want to configure the FTvirtual Server boot disk now? prompt.
Proceed to step 3 of the next section to configure the FTvirtual
Server boot disk.
Installing Windows on and Configuring the FTvir­tual Server

Select CoServer Devices for FTvirtual Server Use and Configure the FTvirtual Server Disk

1. If the Device Redirector Connection dialog box is displayed, click OK if
both CoServer names appear.
If both CoServer names do not appear:
Launch the Endurance Manager (Start Programs Marathon
Endurance Manager).
When both CoServers appear bright green in the CoServer View
(View CoServer View) indicating that they are in a Degraded state, enter the name of the missing CoServer in the Device Redi-
rector Connection dialog box; and then click OK.
2. The Device Redirector prompts you to prepare the FTvirtual Server disk
for the FTvirtual Server part of the installation. Click Yes in response to the Do you want to configure the FTvirtual Server boot disk now? prompt.
34 Marathon Technologies Corporation
3. Configure the FTvirtual Server boot disk by selecting a set of disks, one
from each CoServer, and click OK.
4. A warning message is displayed if the sizes of the disks are not equal.
The FTvirtual Server software has to be installed on the CoServer that contains the smaller disk.
Click Yes to continue the installation. The excess disk space on the larger disk will not be utilized.
Click No if you did not intend to have mismatched drive sizes, and return to step 3.
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Installing the Endurance Software
5. If your CoServer has any other disk drives that you want to redirect to
the FTvirtual Server, right click on Disk Drives, and then select Add. Select a set of disks, one disk from each CoServer, and click OK. The Device Redirector checks the sizes of the disks you selected. A warning message is displayed if the sizes of the disks are not equal.
Click Yes to continue the installation.
Click No if you did not intend to have mismatched drive sizes, and repeat step 5.
Repeat this step for each FTvirtual Server disk drive that you wish to redi­rect.
The Endurance Device Redirector runs on CoServer 2, and the redirected network adapters have been automatically configured.
Note: You cannot redirect the CDROM on the IBM eServer
BladeCenter because the CDROM is shared across all blades and controlled by a built in USB switch.Install Windows on and configure the FTvirtual Server Boot disk following the prompts.
6. From the File menu select Write Device Settings, and then OK on the
Device Settings Saved window.
7. Exit the Endurance Device Redirector.
8. Click Yes in response to the prompt Do you want to install the FTvir-
tual Server now?
36 Marathon Technologies Corporation
The Install Wizard for Endurance Windows Preparation will be dis­played.
Marathon Technologies Corporation 37
Installing the Endurance Software

Install Windows on the FTvirtual Server Disk

1. Follow the prompts through the Welcome, License Agreement, and
Information dialogs, to the Customer Information dialog. Type a user name and company name and then click Next.
2. On the Windows Installation window:
Type the information requested including the Destination drive
which is the FTvirtual Server boot drive. You should specify the drive letter that you recorded when formatting and partitioning the physical FTvirtual Server boot drive or when you created the FTvir­tual Server boot disk.
Select Install SNMP if you want to run the Endurance SNMP
Extension Agent to export management information through SNMP.
Click NEXT.
3. Verify the information on the Check Setup Information window and
click NEXT.
4. Remove the Endurance CD.
5. You are prompted for the Windows distribution media, either the Win-
dows CD or the location of the Windows files.
If the Windows distribution media is on a CD, insert the Windows CD.
If a Windows auto-play page appears, select Take no action and click OK.
If a Windows installation dialogue appears, exit it.
6. Browse to the appropriate \i386 folder. Select the folder and click OK.
Select the same Windows release with the appropriate slip streamed Service Pack as is installed on the CoServers.
38 Marathon Technologies Corporation
7. A progress bar shows the files being copied to the FTvirtual Server boot
drive. This may take several minutes. When the installation completes, remove the Windows CD if it is in the drive.
8. Click Yes in response to the prompt, Both CoServers must be reboo-
ted. Proceed?.

Finish the Windows Installation

1. To monitor the installation, after the CoServers reboot, log in as Adminis-
trator on either CoServer.
The FTvirtual Server Desktop appears.
2. Allow the installation to progress.
Ensure that the Endurance taskbar icon appears.
Text mode setup starts and displays a progress bar showing Win-
dows being installed on the FTvirtual Server. Text mode setup com­pletes, and the FTvirtual Server restarts.
GUI mode setup starts and displays the standard Windows installa-
tion on the FTvirtual Server Desktop. GUI mode setup completes, and the FTvirtual Server restarts.
If the installation prompts you, enter the requested information.
Marathon Technologies Corporation 39
Installing the Endurance Software

Install the Endurance FTvirtual Server Software

The Endurance FTvirtual Server installation starts.
1. Follow the prompts through the Welcome, License Agreement, and
Information dialogs to the Select Features window.
2. In the Select Features window, choose the components you want.
Select Basic Product, the default.
If you selected SNMP when you installed Windows on the FTvirtual
Server, the SNMP Agent box is checked.
Click Next.
If the SNMP Service in Use window appears, click Yes.

Specify the Location of the Software

1. On the Choose Destination Location window, save the files in the
default location C:\Program Files\Marathon\Endurance or specify another location.
2. On the Confirm New Folder window, click Yes.
3. Verify the information on the Check Setup Information window and
then click Next.
40 Marathon Technologies Corporation

Finish the FTvirtual Server Installation

1. The Endurance Network Setup wizard starts and configures the FTvir-
tual Server network adapters. Click Exit.
On Windows 2003 Service Pack 1, a Windows Security Alert may appear indicating that the Windows Firewall has blocked some features of the Endurance Taskbar Notification Icon. Click Unblock on this dia­logue to allow operation of the taskbar icon. Also on Windows 2003 Ser­vice Pack 1, a Windows Security dialog may appear. Ignore this window at this time, it will be displayed again by Windows after the next reboot.
The pop-up message The FTvirtual Server must be restarted to com-
plete the installation. is displayed. Click Yes in response to the Restart Now? prompt, and the FTvirtual Server is restarted.
2. After the FTvirtual Server restarts, login using the FTvirtual Server desk-
top.
On Windows 2003, if the Manage Your Server window appears, click Don’t display this page at logon, and then dismiss the window.
On Windows 2000, if the Configure Your Server window appears, click I will configure this server later, and then dismiss the window.
Optionally, set the FTvirtual Server resolution to 1024x768.
On the FTvirtual Server desktop, right click and select Properties Settings Advanced. Click the Adapter tab and then List All Modes. Select the resolution.
Marathon Technologies Corporation 41
Installing the Endurance Software
3. Optionally, set the FTvirtual Server Desktop to Full Screen Mode, click
on the title bar of the FTvirtual Server Desktop, and select the option Full Screen Mode.
To shift the input focus between the CoServer and the FTvirtual Server, press the default hot key sequence: Ctrl/Shift/F12.
At any time that you are running the FTvirtual Server, you can check whether your input is directed to the CoServer or the FTvirtual Server Desktop. If the Scroll Lock indicator on your keyboard is blinking, the focus is the CoServer. If it is not blinking, the focus is the FTvirtual Server Desktop.

Verifying the FTvirtual Server Installation

Verify the installation of the Endurance FTvirtual Server:
1. From the FTvirtual Server Desktop, launch the Endurance Manager.
The Endurance Manager starts in the FTvirtual Server view.
2. From the menu bar of the Endurance Manager, select View CoS-
erver View.
The CoServer View shown on the following page displays the two CoS­ervers with a yellow arrow between the two disks, illustrating that data on one CoServer are being copied to the other CoServer. When the copying process is completed, the arrow disappears, the installation is complete, and the components appear green.
42 Marathon Technologies Corporation

What to do Next

The Endurance software installation for this set of CoServers and setup of the FTvirtual Server is now complete. If you have additional blade pairs to setup return to the Installing Windows on the CoServer section at the begin­ning of this chapter.
For more information about using the FTvirtual Server, read Getting Started
with Endurance FTvirtual Server and the Endurance FTvirtual Server Administrator’s Guide.
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Installing the Endurance Software
44 Marathon Technologies Corporation
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