Pinnacle Systems Interplay Engine - 1.1.6 User Manual

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Avid® Interplay™ Engine

Failover Guide

make manage move | media

™

Avid

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

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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.

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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.

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

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Footage

Arizona Images — KNTV Production — Courtesy of Granite Broadcasting, Inc., Editor/Producer Bryan Foote. Eco Challenge Morocco — Courtesy of Discovery Communications, Inc. News material provided by WFTV Television Inc. Tornados + Belle Isle footage — Courtesy of KWTV News 9. WCAU Fire Story — Courtesy of NBC-10, Philadelphia, PA. Women in Sports – Paragliding — Courtesy of Legendary Entertainment, Inc.

GOT FOOTAGE?

Editors — Filmmakers — Special Effects Artists — Game Developers — Animators — Educators — Broadcasters — Content creators of every genre — Just finished an incredible project and want to share it with the world?

Send us your reels and we may use your footage in our show reel or demo!*

For a copy of our release and Avid’s mailing address, go to www.avid.com/footage.

*Note: Avid cannot guarantee the use of materials submitted.

Avid Interplay Engine Failover Guide • 0130-07643-02 Rev B • November 2007 • 11/09/07 16:04

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

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

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

Accessing the Online Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

How to Order Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

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

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

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Summary of the Way it Works. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Installing the Failover Hardware Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

SR2400 Slot Locations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

SR2500 Slot Locations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Installing a Failover Cluster in Avid Unity ISIS Environment (SR2400) . . . . . . . 18

Installing a Failover Cluster in Avid Unity ISIS Environment (SR2500) . . . . . . . 19

Failover Cluster Connections in an Unity ISIS Environment . . . . . . . . . . . . 20

Installing a Failover Cluster in an Avid Unity MediaNetwork

Environment (SR2400) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Installing a Failover Cluster in an Avid Unity MediaNetwork

Environment (SR2500) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Failover Cluster Connections in an Unity MediaNetwork Environment . . . . 23

Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Chapter 2 Automatic Server Failover Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Server Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Space Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Antivirus Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Need To Know . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Before You Start: Preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

List of IP Addresses and Network Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Renaming Local Area Network Interface on Each Node. . . . . . . . . . . . . . . . . . 30

Configuring the Binding Order Networks on Each Node . . . . . . . . . . . . . . . . . . 33

Configuring Private Network Adapter on Each Node . . . . . . . . . . . . . . . . . . . . 34

Configuring Public Network Adapter on Each Node . . . . . . . . . . . . . . . . . . . . . 36

Join Both Servers to the Active Directory Domain. . . . . . . . . . . . . . . . . . . . . . . 37

Setting Up a Cluster User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Configuring the Cluster Shared RAID Disks on Each Node . . . . . . . . . . . . . . . 37

Configuring the Cluster Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Configuring the Cluster Service on the First Node . . . . . . . . . . . . . . . . . . . . . . 39

Validating the Cluster Service on the First Node. . . . . . . . . . . . . . . . . . . . . . . . 44

Configuring the Cluster Service on the Second Node. . . . . . . . . . . . . . . . . . . . 44

Configuring Rules For The Cluster Networks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Prioritizing the Heartbeat Adapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

After Setting Up the Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Verifying the Quorum Disk. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Setting the Startup Times on Each Node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Testing the Cluster Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Installing the Distributed Transaction Coordinator . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Creating a Resource Group for the Distributed Transaction Coordinator . . . . . 55

Assigning an IP Address to the MSDTC Group. . . . . . . . . . . . . . . . . . . . . . . . . 56

Assigning a Network Name to the MSDTC Group . . . . . . . . . . . . . . . . . . . . . . 57

Creating a Physical Resource for the MSDTC Group . . . . . . . . . . . . . . . . . . . . 58

Assigning Distributed Transaction Coordinator Resource to the MSDTC Group 58

Bring the MSDTC Online. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Disabling Any Web Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Installing the Interplay Engine on the First Node . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Preparation and Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Starting the Installation and Accepting the License Agreement . . . . . . . . . . . . 61

Preparing the Server for the Interplay Engine Installation Using Custom Mode 62

Specify Cluster Mode During a Custom Installation . . . . . . . . . . . . . . . . . . 63

Specifying the Interplay Engine Details . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Specifying the Interplay Engine Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Specifying the Destination Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Specifying the Default Database Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Specifying the Share Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Specifying the Configuration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Specifying the Server User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Specifying the Server Cache. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Enabling Email Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Preparing the Server for the Interplay Engine Installation Using Typical Mode . 74

Specify Cluster Mode During a Typical Installation . . . . . . . . . . . . . . . . . . . 74

Specifying the Cluster Information During a Typical Installation . . . . . . . . . 75

Specifying the Server User During a Typical Installation. . . . . . . . . . . . . . . 77

Beginning the Installation of Interplay Engine on the First Node . . . . . . . . . . . . 78

Bringing the Disk Resource Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Installing Interplay Engine on the Second Node . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Bring the Interplay Engine Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Testing the Complete Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Updating a Clustered Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Updating the Workgroup.xml File for a Split Database . . . . . . . . . . . . . . . . . . . 86

Uninstalling the Interplay Engine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Chapter 3 Automatic Server Failover Tips and Rules . . . . . . . . . . . . . . . . . . . . . . . 89

Don't Access the Machines Directly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Make Sure to Connect to the Interplay Engine Resource Group . . . . . . . . . . . . . . . 89

Do Not Rename Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Do Not Install the Server on a Shared Disk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Do Not Change the Interplay Engine Execution User. . . . . . . . . . . . . . . . . . . . . . . . 90

Do Not Edit the Registry While the Server is Offline . . . . . . . . . . . . . . . . . . . . . . . . . 90

Do Not Remove the Dependencies of the Affiliated Services . . . . . . . . . . . . . . . . . . 90

Consider Disabling Failover When Experimenting . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Using This Guide

Congratulations on your purchase of 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.

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.

Using This Guide

Symbols and Conventions

Avid documentation uses the following symbols and conventions:

Symbol or Convention Meaning or Action

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

Margin tips

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

Courier Bold font

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.

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.

This symbol represents the Apple or Command key. Press and hold the Command key and another key to perform a keyboard shortcut.

In the margin, you will find tips that help you perform tasks more easily and efficiently.

variables.

Courier Bold font identifies text that you type.

Ctrl+key or mouse action k+key or mouse action

Press and hold the first key while you press the last key or perform the mouse action. For example, k+Option+C or Ctrl+drag.

If You Need Help

If you are having trouble using Avid Interplay:

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 for 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 ship 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 CD or DVD as a PDF document 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 the online ReadMe, visit the Knowledge Base at

www.avid.com/readme.

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

If You Need Help

4. Visit the online Knowledge Base at www.avid.com/onlinesupport. 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.

Accessing the Online Library

The Avid Interplay Online Library DVD contains all the Avid Interplay product documentation in PDF format.

You need Adobe® Reader® to view the documentation online. You can download the latest version from the Adobe web site.

To access the online library from the Online Library DVD:

1. Insert the Online Library DVD into the drive.

2. Double-click the Mainmenu file.

The Online Library includes a Master Glossary of all specialized terminology used in the documentation for Avid products.

Using This Guide

Most Avid online libraries also include multimedia content such as feature presentations. This multimedia content is an excellent first resource for learning how to use your application or for helping you understand a particular feature or workflow.

How to Order Documentation

To order additional copies of this documentation from within the United States, call Avid Sales at 800-949-AVID (800-949-2843). If you are placing an order from outside the United States, contact your local Avid representative.

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.

To learn about Avid's new online learning environment, Avid Learning Excellerator (ALEX), visit http://learn.avid.com.

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

Chapter 1

Automatic Server Failover Introduction

This chapter covers the following topics:

• Introduction

• Summary of the Way it Works

• Installing the Failover Hardware Components

• Terminology

Introduction

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.

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 virtual servers to specify groups of resources that failover together.

Chapter 1 Automatic Server Failover Introduction

The following diagram illustrates the failover cluster architecture.

Two-Node Cluster in Unity MediaNetwork environment

Interplay clients

Intranet

Cluster shared RAID array

Network Switch

Private network for heartbeat

Interplay Engine - Cluster Node

Fibre Switch

If you are already using clusters, the Avid Interplay Engine won't interfere with your current setup.

Summary of the Way it Works

When the Microsoft® Windows® cluster service is running on the machines and the server is deployed in cluster mode, the Interplay Engine and its accompanying services are exposed to users as a virtual server. To clients, however, 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.

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 Windows Cluster Administrator console. Given that clients connect to the virtual network name and IP address, which are also taken over by the failover node, this minimizes the impact on the availability of the server. The following diagram illustrates the cluster group.

Summary of the Way it Works

Avid Unity MediaNetwork environment

Failover Cluster

11.22.33.200

Node #1 Intranet: 11.22.33.44 Private: 10.10.10.10

Disk #1 Quorum 4GB

Cluster Group

Intranet

Interplay Server (virtual)

11.22.33.201

Private Network

FibreChannel

Disk #2 MSDTC 5GB

MSDTC

11.22.33.202

Intranet

Node #2 Intranet: 11.22.33.45 Private: 10.10.10.11

Disk #3 Database 925GB +

Chapter 1 Automatic Server Failover Introduction

Installing the Failover Hardware Components

A failover cluster system includes the following components:

• Two Interplay Engine nodes or two Interplay Archive nodes (SR2400 or SR2500)

• Cluster shared storage - RAID array

SR2400 Slot Locations

The SR2400 is supported as a server for the Interplay applications. This section describes the slot locations that are specific to the Interplay components in a cluster configuration.

Use the following figure and table as guides to how your SR2400 is configured in an Interplay cluster environment.

SR2400 Back Panel

Small form factor slots not used

Mouse

PCI slots

Slot 3 Slot 2

Slot 1

Keyboard

RJ 45 to serial B

1 Gig Enet

Video

USB

Serial A to F/C switch if needed

SCSI B

Power supply

On the SR2400, all boards must be installed starting in the top slot, and the second board must be in the middle slots, it cannot be in the bottom slot with the middle slot left open.

SR2400 Back Panel Configuration for Avid Unity Environment

Slot

Unity ISIS Interplay Engine Node and Archive Engine Node

Unity MediaNetwork Interplay Engine Node and Archive Engine Node

3 Intel Pro 1000MT ATTO

2 QLogic Card QLogic Card

1 Empty Intel Pro 1000MT

a. Unity MediaNetwork environment; the Pro 1000MT card is shipped in slot 3 (top). You must move the

card to slot 1 (bottom) and install the ATTO card in slot 3 (top). The Pro 1000MT is not used in an Unity MediaNetwork environment.

SR2500 Slot Locations

The SR2500 is supported as a server for the Interplay applications. This section describes the slot locations that are specific to the Interplay components in a cluster configuration.

Use the following figure and table as guides to how your SR2500 is configured in an Interplay cluster environment.

SR2500 Back Panel

Installing the Failover Hardware Components

Mouse

Small form factor slots

Slot 2

Slot 1

Keyboard

RJ 45 to serial B

1 Gig Enet

Video

USB

Serial A to F/C switch if needed

Its important to match the slot locations in the following tables because they match the order that the drivers are loaded on the SR2500 Recovery DVDs.

PCI slots

Slot 3 Slot 2

Slot 1

SR2500 Back Panel Configuration for Avid Unity Environment

Slot Type Slot

Unity ISIS Interplay Engine Node and Archive Engine Node

Unity MediaNetwork Interplay Engine Node and Archive Engine Node

PCI-X 3 Empty ATTO

2 Empty Empty

1 QLogic Card

QLogic Card

Power supplies

Primary power supply on bottom

PCIe NA NA NA

2 Intel Pro 1000PT Intel Pro 1000PT

1 Empty Empty

a. The SR2500 server might ship with the QLogic card in PCI-X slot 2 (middle). You must move the QLogic card to

PCI-X slot 1 (bottom), because this configuration matches the order that the drivers are loaded on the SR2500 Recovery DVDs.

Chapter 1 Automatic Server Failover Introduction

Installing a Failover Cluster in Avid Unity ISIS Environment (SR2400)

The following illustration shows the required cable connections when adding a failover cluster in an Unity ISIS environment (SR2400 servers). For a description of the connections, see “Failover Cluster Connections in an Unity ISIS Environment” on page 20.

PCI adapter network interface right connector

Interplay Engine Cluster Node

SR2400

To Unity ISIS left subnet

To Unity ISIS right subnet

Fibre Channel 0 left connector

Right - on board network interface

Left - on board network interface

Cluster Shared Storage RAID array

QLogic card

Fibre Channel 1 left connector

Back Panel

Private network for heartbeat

all switches set to default “enabled” left

Interplay Engine Cluster Node

To Unity ISIS left subnet

To Unity ISIS right subnet

FC CH0

LEGEND

Fibre connection

1GB Ethernet connection

Right - on board network interface

Left - on board network interface

FC CH1

PCI adapter network interface right connector

SR2400 Back Panel

QLogic card

Installing the Failover Hardware Components

Installing a Failover Cluster in Avid Unity ISIS Environment (SR2500)

The following illustration shows the required cable connections when adding a failover cluster in an Unity ISIS environment (SR2500 servers). For a description of the connections, see “Failover Cluster Connections in an Unity ISIS Environment” on page 20.

PCI adapter network interface right connector

Interplay Engine Cluster Node

To Unity ISIS left subnet

To Unity ISIS right subnet

Fibre Channel 0 left connector

Right - on board network interface

Left - on board network interface

Cluster Shared Storage RAID array

Slot 3 Slot 2 Slot 1

QLogic card

Fibre Channel 1 left connector

SR2500 Back Panel

Private network for heartbeat

all switches set to default “enabled” left

Interplay Engine Cluster Node

To Unity ISIS left subnet

To Unity ISIS right subnet

FC CH0

LEGEND

Fibre connection

1GB Ethernet connection

PCI adapter network interface right connector

Right - on board network interface

Left - on board network interface

FC CH1

SR2500 Back Panel

QLogic card

Chapter 1 Automatic Server Failover Introduction

Failover Cluster Connections in an Unity ISIS Environment

Make the following cable connections to add a failover cluster to an Unity ISIS environment:

• First cluster node:

- Left - on board network interface connector to Unity ISIS Left subnet

- Right - on board network interface connector to Unity ISIS Right subnet

- QLogic card connector to cluster shared storage RAID array - left Fibre Channel 1 connector

• Second cluster node:

- Left - on board network interface connector to Unity ISIS Left subnet

- Right - on board network interface connector to Unity ISIS Right subnet

- QLogic card connector to cluster shared storage RAID array - left Fibre Channel 0 connector

• Right connector on PCI adapter network interface in the first cluster node to right connector on PCI adapter network interface in second cluster node (private network for heartbeat)

• All switches on the Infortrend cluster shared storage RAID array are in the default “enable” position (left)

For more details, see the illustrations in:

• “Installing a Failover Cluster in Avid Unity ISIS Environment (SR2400)” on page 18.

• “Installing a Failover Cluster in Avid Unity ISIS Environment (SR2500)” on page 19.

Installing the Failover Hardware Components

Installing a Failover Cluster in an Avid Unity MediaNetwork Environment (SR2400)

The following illustration shows the required cable connections when adding a failover cluster in an Unity MediaNetwork environment (SR2400 servers). For a description of the connections, see “Failover Cluster Connections in an Unity MediaNetwork Environment” on

page 23.

ATTO ca r d

Interplay Engine Cluster Node

SR2400 Back Panel

To Unity MediaNetwork FC switch

To Ethernet Public Network

all switches set to default “enabled” left

Interplay Engine Cluster Node

To Ethernet Public Network

Private network for heartbeat

Right - on board network interface

Left - on board network interface

Fibre Channel 0 left connector

FC CH0

ATTO ca r d

Right - on board network interface

Left - on board network interface

QLogic card

PCI adapter network interface - not used

Fibre Channel 1 left connector

Cluster Shared Storage RAID array

FC CH1

To Unity MediaNetwork FC switch

SR2400 Back Panel

QLogic card

PCI adapter network interface - not used

LEGEND

Fibre connection

1GB Ethernet connection

Chapter 1 Automatic Server Failover Introduction

Installing a Failover Cluster in an Avid Unity MediaNetwork Environment (SR2500)

The following illustration shows the required cable connections when adding a failover cluster in an Unity MediaNetwork environment (SR2500 servers). For a description of the connections, see “Failover Cluster Connections in an Unity MediaNetwork Environment” on

page 23.

PCI adapter network interface - not used

Interplay Engine Cluster Node

To Ethernet Public Network

all switches set to default “enabled” left

Interplay Engine Cluster Node

Private network for heartbeat

ATTO ca r d

Slot 3 Slot 2 Slot 1

Right - on board network interface

Left - on board network interface

Fibre Channel 0 left connector

FC CH0 FC CH1

Cluster Shared Storage RAID array

ATTO ca r d

QLogic card

To Unity MediaNetwork FC switch

SR2500 Back Panel

Fibre Channel 1 left connector

To Unity MediaNetwork FC switch

To Ethernet Public Network

LEGEND

Fibre connection

1GB Ethernet connection

Right - on board network interface

Left - on board network interface

SR2500 Back Panel

QLogic card

Installing the Failover Hardware Components

Failover Cluster Connections in an Unity MediaNetwork Environment

The Interplay Engine Cluster nodes (SR2400 servers) ship with an Intel Pro 1000 MT card in slot 3 (top). You need to move this card to slot 1 (bottom). Then add an ATTO host bus adapter in slot 3 (top).

Make the following cable connections to add a failover cluster to an Unity MediaNetwork environment:

• First cluster node:

- Left - on board network interface connector to Ethernet

public network

- QLogic card connector to cluster shared storage RAID array - left Fibre Channel 1 connector

- ATTO card connector to Unity MediaNetwork FC switch

• Second cluster node:

- Left - on board network interface connector to Ethernet

public network

- QLogic card connector to cluster shared storage RAID array - left Fibre Channel 0 connector

- ATTO card connector to Unity MediaNetwork FC switch

• Right on board network interface connector on the first cluster node to right on board network interface connector on the second cluster node (private network for heartbeat)

• All switches on the Infortrend cluster shared storage RAID array are in the default “enable” position (left)

For more details, see the illustration in:

• “Installing a Failover Cluster in an Avid Unity MediaNetwork Environment (SR2400)”

on page 21.

• “Installing a Failover Cluster in an Avid Unity MediaNetwork Environment (SR2500)”

on page 22.

Chapter 1 Automatic Server Failover Introduction

Terminology

Clustering is not always straightforward, so it is important that you get familiar with the terminology of server clusters before you start. A good source of information is the Microsoft Technology Center for Clustering Services under:

http://www.microsoft.com/windowsserver2003/technologies/clustering/default.mspx

Detailed architecture documentation can be found here:

http://www.microsoft.com/windowsserver2003/techinfo/overview/servercluster.mspx

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

• Nodes - refers to individual computers.

• Cluster service - refers to the group of components on each node that perform a cluster-specific activity.

• Resource - refers to cluster components (hardware and software) that are managed by the cluster service. Physical hardware devices such as disk drives, and logical items such as IP addresses and applications are referred to as resources.

• Online - refers to a resource that is available and is providing its service.

• Quorum resource - is a special common cluster resource. This resource plays a critical role in cluster operations.

• Resource group - refers to a collection of resources that are managed by the cluster service as a single, logical unit.

Chapter 2

Automatic Server Failover Installation

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

You can install the cluster service during any step of the overall Avid Interplay installation process. For the Cluster Group, create a partition on the cluster shared RAID array. This partition is used as the quorum disk (4GB). You also need to create two more partitions: a partition for the MSDTC (see “Installing the Distributed Transaction

Coordinator” on page 54) and a large partition for the server databases. The latter is to store

both the database and the non Avid files. Activate the volumes on both nodes and assign identical drive letters as described in “Configuring the Cluster Shared RAID Disks on Each

Node” on page 37.

Do not install any other software on the cluster machines except the Interplay engine.

For more details about server clusters, see the Microsoft document "Guide to Creating and Configuring a Server Cluster under Windows Server 2003":

http://www.microsoft.com/technet/prodtechnol/windowsserver2003/technologies/cluste ring/confclus.mspx

Chapter 2 Automatic Server Failover Installation

This chapter covers the following topics:

• Requirements

• Before You Start: Preparation

• Configuring the Cluster Service

• Configuring Rules For The Cluster Networks

• After Setting Up the Cluster

• Installing the Distributed Transaction Coordinator

• Disabling Any Web Servers

• Installing the Interplay Engine on the First Node

• Installing Interplay Engine on the Second Node

• Bring the Interplay Engine Online

• Testing the Complete Installation

• Updating a Clustered Installation

• Uninstalling the Interplay Engine

Requirements

Hardware

A dual server failover cluster capable system with a cluster shared RAID disk set is needed. The automatic server failover system was developed on and tested with the following:

• Intel Server Chassis SR2500 Packaged Cluster, which is the recommended hardware:

http://www.intel.com/design/servers/chassis/sr2500/

• Intel Server Chassis SR2400 Packaged Cluster:

http://www.intel.com/design/servers/chassis/sr2400/

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

Two licenses of Windows Server 2003 Enterprise Edition or Windows Server 2003 Datacenter Edition are needed.

Space Requirements

The default disk configuration for the cluster shared RAID array is as follows:

• Quorum disk - 4GB

•MSDTC disk - 5GB

• Database disk - 925GB or larger

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).

Need To Know

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

• Microsoft Windows Active Directory Domains & Domain Users

Requirements

• Microsoft Windows Clustering (current version, as there are changes from prior version)

• Disk configuration (format, partition, naming)

• Network configuration

Chapter 2 Automatic Server Failover Installation

Before You Start: Preparation

Before you begin the installation process you need to obtain some IP addresses, IP host names, domain user accounts, and establish server addresses on your network.

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

• Install and setup an Avid Unity client on the Interplay Engine servers. See the Avid

Unity MediaNetwork File Manager Setup Guide or the Avid Unity ISIS System Setup Guide.

• An Avid Unity user account with read and write privileges. This account is not needed for the installation of Interplay Engine, but is required for the operation of Interplay Engine.

• You need two domain user accounts when configuring a cluster:

You can use one account for the Cluster Service Account and the Cluster Installation Account. However, this allows the Cluster Service Account more privileges than are needed.

- Cluster Service Account (Server Execution)—Decide on the cluster user name. The

procedures in this document use sqauser as an example for the Cluster Service Account. This user account must have a unique name and be a domain user. This user is assigned administrative rights on both servers. The Interplay Engine service also runs under this account; you should be aware of this during the set up. The server needs to access the media files and this might be a consideration when these are to be located on a non-default location, that is, when the Avid Unity mounting feature is going to be used.

For information on creating a cluster user account, see the Microsoft document "Guide to Creating and Configuring a Server Cluster under Windows Server 2003":

http://www.microsoft.com/technet/prodtechnol/windowsserver2003/technologies/cl ustering/confclus.mspx

- Cluster Installation Account—Identify the user account to use during the

installation process. This user account is a domain user account with privileges to add servers to the domain. This user account is only required during the installation of the cluster.

• An existing Active Directory Domain is required before installing or configuring the cluster.

• You need several static IP addresses for all network interfaces and host names. See “List

of IP Addresses and Network Names” on page 29.

List of IP Addresses and Network Names

You need to reserve IP host names and static IP addresses before you begin the installation process. A Unity ISIS environment needs 8 IP addresses and a Unity MediaNetwork needs 5 IP addresses. The following table provides a list of example names that you can use when configuring the cluster. The procedures in this chapter use these example names.

Before You Start: Preparation

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 and/or DNS domain include 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.

Required IP Addresses and Node Names

Node or Service Item Required Example Name Where Used

First Cluster Node • 1 Host Name

• 2 ISIS IP addresses - public (one for left and one for right)

• 1 IP address - private (Heartbeat)

Second Cluster Node • 1 Host Name

• 2 ISIS IP addresses - public (one for left and one for right)

• 1 IP address - private (Heartbeat)

Cluster service • 1 Network Name

(virtual host name)

• 1 ISIS IP address

MSDTC service — Distributed Transaction Coordinator

Interplay Engine service

• 1 Network Name (virtual host name)

• 1 IP address

• 1 Network Name (virtual host name)

• 2 ISIS IP addresses - public (one for left and one for right)

SECLUSTER1 See “Configuring the Cluster

Service on the First Node”

SECLUSTER2 See “Configuring the Cluster

SECLUSTER See “Configuring the Cluster

CLUSTERMSDTC See “Assigning a Network

SEENGINE See “Specifying the Interplay

on page 39 and “Creating a Resource Group for the Distributed Transaction Coordinator” on page 55.

Service on the Second Node” on page 44 and “Creating a Resource Group for the Distributed Transaction Coordinator” on page 55.

Service on the First Node” on page 39.

Name to the MSDTC Group” on page 57.

Engine Details” on page 64

and “Specifying the Interplay

Engine Name” on page 65.

a. All names must be a valid and unique network host name. b. In an Avid Unity MediaNetwork environment you only need one public IP address.

Chapter 2 Automatic Server Failover Installation

Renaming Local Area Network Interface on Each Node

When you rename the LAN interface on each node, make sure you use the same names. The names and network connections must match on both nodes.

To rename the local area network connections:

1. Open the Network Connections window. a. Click Start and select Control Panel. b. Right-click Network Connections, and select Open.

The Network Connections window opens.

2. Right-click one of the listed network connections and select Rename.

Before You Start: Preparation

3. Depending on your Avid Unity environment, type a new name for the network connection using the following table and press Enter.

This illustration shows Unity ISIS environment.

Both nodes must 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 following table.

Naming Network Connections

Network Interface

Left - on board network interface

Right - on board network interface

SR2400 back view

Unity ISIS New Names

Left-subnet number

Right-subnet number

Left - PCI adapter network interface

Right - PCI adapter network interface

Right - on board network interface

Left - on board network interface

Unity MediaNetwork New Names Comment

Public Public network

Private Unity ISIS - Public network

MediaNetwork - Private network used for Heartbeat between the two servers in the cluster

Left - PCI adapter network

Not used Not used Disabled

interface

Right - PCI adapter network interface

Private Not used Unity ISIS - Used for

Heartbeat between the two servers in the cluster MediaNetwork - Disabled

a. Use the subnet number of the Interface. The examples in this document use Left-74 and Right-75. b. From the back of the server use the right connector on the PCI adapter.

Chapter 2 Automatic Server Failover Installation

The following Network Connections window shows the new names used in an Avid Unity ISIS environment.

4. Close the Network Connections window.

Before You Start: Preparation

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. Open the Network Connections window.

2. Select Advanced > Advanced Settings.

3. In the Connections area, position the network connections in the following order:

- For Unity ISIS environment use connection order listed in this illustration.

- For Unity MediaNetwork environment the connection order is as follows:

•Public

•Private

4. Click OK.

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

Chapter 2 Automatic Server Failover Installation

Configuring Private Network Adapter on Each Node

To configure the private network adapter for the heartbeat connection:

1. Open the Network Connections window.

2. Right-click the Private network connection and select Properties. The Private Properties dialog box opens.

Select this check box. All others are unchecked.

3. On the General tab, click the Internet Protocol (TCP/IP) check box. Make sure all other components are unchecked.

4. Select Internet Protocol (TCP/IP) and click Properties. The Internet Protocol (TCP/IP) Properties dialog box opens.

Before You Start: Preparation

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

5. 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 29.

When performing this procedure on the second node in the cluster make sure you use the static private IP addresses for that node. In this example, use 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.

6. Click Advanced.

Chapter 2 Automatic Server Failover Installation

The Advanced TCP/IP Settings dialog box opens.

7. 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.

8. On the WINS tab, do the following:

t Make sure no values are defined in the WINS addresses area. t Uncheck “Enable LMHOSTS Lookup”. t Select “Disable NetBIOS over TCP/IP.”

9. Click OK.

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

10. Repeat this procedure on the second node in the cluster using the static private IP addresses for that node.

Configuring Public Network Adapter on Each Node

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

and Network Names” on page 29.

Before You Start: Preparation

Join Both Servers to the Active Directory Domain

Make sure you join the two servers to the Active Directory Domain.

Setting Up a Cluster User Account

Before you configure the Cluster service you need to create or have available, a domain user account that will become a member of the Local Administrators group on each node. This user account starts the Cluster service and the Interplay Engine services. For more information, see “Before You Start: Preparation” on page 28.

Configuring the Cluster Shared RAID Disks on Each Node

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

Before you create the partitions on the cluster members, make sure the cluster shared RAID disks were pre-configured (mirror, stripe, etc.) by the vendor. Make sure the disks are Basic and not Dynamic.

To configure the disks on each node:

1. Turn off the server for the node you are not configuring at this time.

2. Open Disk Management tool.

3. Initialize the disks, if not already initialized: t Right-click the disk and select Initialize Disk.

4. Configure the Quorum (Q:) 4GB, MSDTC (R:) 5GB, and Database (S:) 925GB, as shown in the following illustration:

Chapter 2 Automatic Server Failover Installation

Configure disks as shown

5. (First node only) Format the disks.

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

7. Turn off the first node and turn on the second node.

8. Repeat this procedure on the second node, with the exception of formatting the disks because you only need to format the disks once.

Configuring the Cluster Service

List of steps to configure the cluster service:

• Turn off the second node.

• Configure the first node using the New Server Cluster Wizard. See “Configuring the

Cluster Service on the First Node” on page 39.

• Validate the cluster service installation on the first node. See “Validating the Cluster

Service on the First Node” on page 44.

• Turn on the second node. Leave first node turned on.

• Configure the second node using Add Cluster Computers Wizard. See “Configuring the

Cluster Service on the Second Node” on page 44.

Configuring the Cluster Service on the First Node

To configure the cluster service on the first node:

1. Turn off the server for the node you are not configuring at this time.

2. Make sure all storage devices are turned on.

3. Click Start and select All Programs > Administrative Tools > Cluster Administrator.

Configuring the Cluster Service

The Open Connection to Cluster dialog box opens.

4. Select Create new cluster from the Action menu.

5. Make sure you have the prerequisites to configure the cluster, as shown in the New Server Cluster Wizard Welcome window.

6. Click Next.

Chapter 2 Automatic Server Failover Installation

7. In the Cluster Name and Domain dialog box, do the following:

- Domain: select the name of your Active Directory domain

- Cluster name: type the Cluster service name, for example SECLUSTER — see

“List of IP Addresses and Network Names” on page 29.

Type the Cluster service name.

8. Click Next.

You might be prompted for an account. This user account is not the account the cluster service uses to start. It must be a domain user account, such as the Cluster Installation Account mentioned in “Before You Start: Preparation” on page 28.

Configuring the Cluster Service

9. In the Select Computer dialog box, in the Computer name text box, type the Cluster node host name of the first node. For example, SECLUSTER1, see “List of IP

Addresses and Network Names” on page 29.

10. Click Advanced. The Advanced Configuration Options dialog box opens.

11. Select Advanced (minimum) configuration, and click OK.

Chapter 2 Automatic Server Failover Installation

12. Click Next. The setup process analyzes the node for hardware or software problems that might cause

problems during installation. A warning icon displays next to “Checking Cluster feasibility.” This is ok.

13. Click Next after the analyze is complete and the Task Complete bar is green.

14. In the IP Address dialog box, type a unique Cluster Service ISIS IP address in the IP Address text box. See “List of IP Addresses and Network Names” on page 29.

15. Click Next.

16. In the Cluster Service Account dialog box, type the cluster user name and password, and select the domain. This is the Cluster Service Account (Server Execution) used to start the cluster service. It is also used by the Interplay Engine. It must be a unique name that will not be used for any other purpose. See “Before You Start: Preparation” on page 28.

Type the Cluster Service Account user name. See

“Before You Start: Preparation” on page 28.

17. Click Next. The Proposed Cluster Configuration dialog box opens.

Configuring the Cluster Service

18. Click Quorum. The Cluster Configuration Quorum dialog box opens.

19. Select Disk Q: from the menu, and click OK.

20. Review the summary on the Proposed Cluster Configuration dialog box to verify all the information for creating the cluster is correct.

21. Click Next. The Creating the Cluster dialog box opens.

22. Review any errors during the cluster creation.

If red errors display, check the Cluster Service ISIS IP address you entered in step 14.

23. Click Next.

24. Click Finish.

Chapter 2 Automatic Server Failover Installation

Validating the Cluster Service on the First Node

To validate the first node cluster installation:

1. Click Start and select Programs > Administrative Tools > Cluster Administrator.

2. In the left pane, click Resources to make sure all resources are online.

Ver ify Resources

Configuring the Cluster Service on the Second Node

To configure the cluster service on the second node:

1. Make sure the first node is on and all storage devices are turned on.

2. Turn on the server for the second node.

3. In the first node, click Start and select Programs > Administrative Tools > Cluster Administrator.

4. Select File > New > Node. The Add Node Wizard opens.

5. Click Next.

6. In the Select Computers dialog box, in the Computer name text box, type the Cluster node host name of the second node and click Add. For example, SECLUSTER2, see

“List of IP Addresses and Network Names” on page 29.

Configuring the Cluster Service

7. Click Advanced. The Advanced Configuration Options dialog box opens.

8. Select Advanced (minimum) configuration, and click OK.

Chapter 2 Automatic Server Failover Installation

9. Click Next. The setup process analyzes the node for hardware or software problems that might cause

problems during installation. A warning icon displays next to “Checking Cluster feasibility.” This is ok.

10. Click Next after the analyze is complete and the Task Complete bar is green.

11. Type the password for the cluster service account. This account is used to start the cluster service.

12. Click Next.

13. In the Proposed Cluster Configuration dialog box, review the summary to verify all the information for creating the cluster is correct.

14. Click Next. The Adding Nodes To The Cluster dialog box opens.

15. Review any errors during the cluster creation.

16. Click Next.

17. Click Finish.

Configuring Rules For The Cluster Networks

After the networks are configured on each node and the cluster service is configured, you need to configure the network roles to determine the function within the cluster.

The Private network (virtual cluster) is used for the Heartbeat.

The procedures in this section use Left-74 and Right-75, as examples of the public networks. You should replace the numbers with your subnet numbers.

To configure the rules for the cluster networks:

1. Click Start and select Programs > Administrative Tools > Cluster Administrator.

2. In the left pane, click Cluster Configuration > Networks, and right-click Private and select Properties.

3. Select “Internal cluster communications only (private network).”

4. Click OK.

5. In the left pane, click Cluster Configuration > Networks, and right-click Left-74 and select Properties.

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6. In the Left-74 Properties dialog box, verify these options:

- Name: Left-74

- Enable this network for cluster use

- All communications (mixed network)

7. Click OK.

8. In the left pane, click Cluster Configuration > Networks, and right-click Right-75 and select Properties.

9. In the Right-75 Properties dialog box, verify these options:

- Name: Right-75

- Enable this network for cluster use

- All communications (mixed network)

10. Click OK.

Prioritizing the Heartbeat Adapter

After you configure network roles for how the cluster service uses the network adapter, you need to prioritize the order in which they are used for intra-cluster communications. The cluster service will use the next network adapter in the list when it cannot communicate by using the first network adapter.

To prioritize the heartbeat adapter:

1. Click Start and select Programs > Administrative Tools > Cluster Administrator.

2. In the left pane, right-click the cluster name at the top of the list and select Properties.

3. Click the Network Priority tab.

After Setting Up the Cluster

4. Verify the Private network is at the top of the list. You can use the Move Up and Move Down buttons to change the priority order.

5. Click OK.

After Setting Up the Cluster

After you finish setting up the cluster you need to verify the quorum disk is using disk Q, set the startup times for each node, and test the cluster installation.

The following sections provide procedures for these tasks:

• “Verifying the Quorum Disk” on page 50

• “Setting the Startup Times on Each Node” on page 51

• “Testing the Cluster Installation” on page 52

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Verifying the Quorum Disk

The Cluster Configuration Wizard automatically selects the disk used as the quorum device. Check to make sure the quorum device is using disk Q.

To verify the quorum disk:

1. Click Start and select Programs > Administrative Tools > Cluster Administrator.

2. In the left pane, right-click the cluster name at the top of the list and select Properties.

3. Click the Quorum tab and make sure Quorum resource displays Disk Q.

4. Click OK.

Setting the Startup Times on Each Node

Avid recommends that you offset the startup time of each node’s operating system used during the power up of the cluster.

To set the time for displaying the list of operating systems:

1. Click Start and right-click My Computer and select Properties.

2. Click the Advanced tab.

3. In the Startup And Recovery area, click Settings. The Setup and Recovery dialog box opens.

After Setting Up the Cluster

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4. Select “Time to display list of operating systems.”

5. Depending on the node you are settings, do one of the following: t First Node: Set the time to 15 seconds for the Select Time to display list of

operating systems option.

t Second Node: Set the time to 75 seconds for the Select Time to display list of

operating systems option.

6. Click OK.

Testing the Cluster Installation

You must test the cluster installation to make sure the failover process is working.

To verify that resources will failover:

1. Click Start, and select Programs > Administrative Tools > Cluster Administrator.

Click Groups

2. In the left pane, click Groups, and right-click Cluster Group and select Move Group. The group and all its resources are moved to another node. Disk Q is brought online on

the second node. Make sure the window displays that the other node is now the owner of the Resources and that all resources are online.

After Setting Up the Cluster

Second node is now

All resources are online

owner of the resources

3. Move the group back to node 1 after you finish testing the cluster installation.

4. Close the Cluster Administrator.

Configuration of the cluster service on all nodes is complete and the cluster is fully operational. You can now install cluster resources, such as file shares, cluster aware services such as Distributed Transaction Coordinator.

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Installing the Distributed Transaction Coordinator

Interplay Engine requires DCOM services in the cluster. To allow DCOM services in the cluster, create a resource group for the Distributed Transaction Coordinator. This resource group needs its own physical 5GB disk, an IP address and a network name (MSDTC). Finish the group by adding a resource of the Distributed Transaction Coordinator type.

The following sections provide procedures for creating a resource group for the Distributed Transaction Coordinator by using the Cluster Administrator tool.

• “Creating a Resource Group for the Distributed Transaction Coordinator” on page 55

• “Assigning an IP Address to the MSDTC Group” on page 56

• “Assigning a Network Name to the MSDTC Group” on page 57

• “Creating a Physical Resource for the MSDTC Group” on page 58

• “Assigning Distributed Transaction Coordinator Resource to the MSDTC Group” on

page 58

When performing these procedures Avid suggests you use the same entries shown in the procedure. These entries are from the list in section, “List of IP Addresses and Network

Names” on page 29.

For more information about Distributed Transaction Coordinator, see the Microsoft Knowledge Base article addressing this topic (301600):

http://support.microsoft.com/default.aspx?scid=kb;en-us;301600

Installing the Distributed Transaction Coordinator

Creating a Resource Group for the Distributed Transaction Coordinator

To create a resource group named MSDTC for the Distributed Transaction Coordinator:

1. Click Start and select Programs > Administrative Tools > Cluster Administrator.

2. Select File > New > Group. The New Group Wizard opens.

3. In the Name text box, type MSDTC. You can use any name for the group name, however Avid suggests you use MSDTC.

4. Click Next. The Preferred Owners dialog box opens.

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5. Select both owners in the Available nodes list and add them to the Preferred owners list.

6. Click Finish.

Assigning an IP Address to the MSDTC Group

To assign an IP address to MSDTC group:

1. In the Cluster Administrator, right-click MSDTC group and select New > Resource.

2. Complete the New Resource dialog box as follows:

- Name: MSDTC IP

- Resource Type: IP Address

- Group: MSDTC

3. Complete the Possible Owners dialog box as follows: t Add the cluster node host names to the Possible owners lists. For example,

SECLUSTER1 and SECLUSTER2. See “List of IP Addresses and Network

Names” on page 29.

4. Complete the Dependencies dialog box as follows: t Leave the Resource dependencies list empty.

Installing the Distributed Transaction Coordinator

5. Complete TCP/IP Address Parameters dialog box as follows:

- Address: type the IP address of the MSDTC service. See “List of IP Addresses and

Network Names” on page 29.

- Subnet mask: displays subnet for the network

- Network: select a network connection: Right-subnet, Left-subnet, or Public

- Select Enable NetBIOS for this address

6. Click Next.

Assigning a Network Name to the MSDTC Group

To assign a network name to MSDTC group:

1. In the Cluster Administrator, right-click MSDTC group and select New > Resource.

2. Complete the New Resource dialog box as follows:

-Name: MSDTC NAME

- Resource Type: Network Name

-Group: MSDTC

3. Click Next.

4. Complete the Possible Owners dialog box as follows: t Add the cluster node host names to the Possible owners lists. For example,

SECLUSTER1 and SECLUSTER2. See “List of IP Addresses and Network

Names” on page 29.

5. Click Next.

6. Complete the Dependencies dialog box as follows: t Add MSDTC IP to the Resource dependencies list.

7. Click Next.

8. Complete Network Name Parameters dialog box as follows:

- Name: CLUSTERMSDTC

- Uncheck “DNS Registration must succeed” and uncheck “Enable kerberos

authentication.”

9. Click Finish.

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Creating a Physical Resource for the MSDTC Group

To create a physical disk resource for MSDTC group:

1. In the Cluster Administrator, right-click MSDTC group and select New > Resource.

2. Complete the New Resource dialog box as follows:

- Name: MSDTC DISK R

- Resource Type: Physical disk

- Group: MSDTC

3. Click Next.

4. Complete the Possible Owners dialog box as follows: t Add the cluster node host names to the Possible owners lists. For example,

SECLUSTER1 and SECLUSTER2. See “List of IP Addresses and Network

Names” on page 29.

5. Click Next.

6. Complete the Dependencies dialog box as follows: t Leave the Resource dependencies list empty.

7. Click Next.

8. Complete Disk Parameters dialog box as follows:

- Select: R: (MSDTC)

9. Click Finish.

Assigning Distributed Transaction Coordinator Resource to the MSDTC Group

To assign Distributed Transaction Coordinator Resource to MSDTC group:

1. In the Cluster Administrator, right-click MSDTC group and select New > Resource.

2. Complete the New Resource dialog box as follows:

- Name: MSDTC Resource

- Resource Type: Distributed Transaction Coordinator

- Group: MSDTC

3. Click Next.

4. Complete the Possible Owners dialog box as follows: t Add the cluster node host names to the Possible owners lists. For example,

SECLUSTER1 and SECLUSTER2. See “List of IP Addresses and Network

Names” on page 29.

5. Click Next.

6. Complete the Dependencies dialog box as follows: t Add MSDTC DISK R and MSDTC NAME to Resource dependencies list.

7. Click Finish.

Bring the MSDTC Online

The following illustration shows the Cluster Administrator after you complete the setup of the MSDTC group.

Installing the Distributed Transaction Coordinator

1. Initialize the MSDTC Log file, do the following: a. Bring MSDTC DISK R online; right-click MSDTC DISK R and select Bring

Online.

b. In the Command Window, run the following command on the node that is the owner

to reset the log: msdtc -resetlog

2. Bring MSDTC Group online. t Right-click MSDTC, and select Bring Online.

If you are running Active Directory on the cluster nodes, the MSDTC Resource might fail to run on the backup domain controller. If this occurs, see the Microsoft article:

http://support.microsoft.com/kb/900216/en-us

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Disabling Any Web Servers

If you followed the procedures in the document no action is required, since the only web server install at this point is the IIS and is disabled.

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 the other http services before you start the installation of the server. You must perform this procedure on both nodes.

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 29.

• “Preparation and Notes” on page 60

• “Starting the Installation and Accepting the License Agreement” on page 61

• “Preparing the Server for the Interplay Engine Installation Using Custom Mode” on

page 62

• “Preparing the Server for the Interplay Engine Installation Using Typical Mode” on

page 74

• “Beginning the Installation of Interplay Engine on the First Node” on page 78

• “Bringing the Disk Resource Online” on page 79

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

Preparation and Notes

When installing 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 reuse 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.

Installing the Interplay Engine on the First Node

You are ready to start the server installer. During setup you must enter the following cluster related information:

For a list of example names, see “List of IP Addresses and Network Names” on page 29.

• Virtual IP Address: the Interplay Engine service IP address of the resource group

• Subnet Mask: the subnet mask

• Public Network: the name of the public network connection. For example, Left-subnet, Right-subnet, Public.

• Shared Drive: S: database

• Cluster Service Account User and Password: the domain account that is used to run the cluster. See “Before You Start: Preparation” on page 28.

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

Starting the Installation and Accepting the License Agreement

1. Insert the Avid Interplay installation DVD, a start screen opens.

2. Double-click Install Avid Interplay Engine to begin the Avid Interplay Engine Installation Wizard, which guides you through the installation.

The Welcome dialog box opens.

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

4. 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.

5. 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.

6. Do one of the following:

- For custom installation (recommended), see “Preparing the Server for the Interplay

Engine Installation Using Custom Mode” on page 62.

- For typical installation, see “Preparing the Server for the Interplay Engine

Installation Using Typical Mode” on page 74.

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Preparing the Server for the Interplay Engine Installation Using Custom Mode

The first time you install the Interplay Engine on a 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 Typical installation mode, installs the default components of the software. If you have installed the Avid Interplay Engine previously, the settings from the previous installation are used. The Typical installation mode is usually used for upgrading the software. For procedures using the Typical installation mode, see “Preparing the Server for the Interplay

Engine Installation Using Typical Mode” on page 74.

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

• “Specify Cluster Mode During a Custom Installation” on page 63

• “Specifying the Interplay Engine Details” on page 64

• “Specifying the Interplay Engine Name” on page 65

• “Specifying the Destination Location” on page 66

• “Specifying the Default Database Folder” on page 67

• “Specifying the Share Name” on page 68

• “Specifying the Configuration Server” on page 69

• “Specifying the Server User” on page 70

• “Specifying the Server Cache” on page 71

• “Enabling Email Notifications” on page 72

Installing the Interplay Engine on the First Node

Specify Cluster Mode During a Custom Installation

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

2. Click Next. The Specify Cluster Mode dialog box opens.

Chapter 2 Automatic Server Failover Installation

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

1. Type the following values:

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

IP address.

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

administrator for more information on this.

- Public Network: The name of the public network connection. For example,

Left-subnet, Right-subnet, Public. (the other adapter is used for the cluster heartbeat).

To check the public network connection: Open the Network Connections panel in the Windows Control Panel and look up the name there.

- Shared Drive: S: for the database.

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 Interplay Engine on both nodes.

2. Click Next. The Specify Interplay Engine Name dialog box opens.

Specifying the Interplay Engine Name

Installing the Interplay Engine on the First Node

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

- The Network Name will be associated with the virtual IP Address that you've entered in the previous Interplay Engine Details dialog box. It is registered in the DNS so that clients can find the server without having to specify its address. The name must not exist yet. This is the Interplay Engine service name, see “List of IP

Addresses and Network Names” on page 29.

- The Server Name is used by clients to identify the server. It defaults to the Network Name. If you only use Avid Interplay Clients on Windows computers, you can use the Network Name of the resource group 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 was entered for the resource group. 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.

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Specifying the Destination Location

The Destination Location is the location of the Interplay Engine program files.

1. Do one of the following:

t Keep the default. t Type another location or use the Browse button to select another location.The

installation needs to be on a local disk of the host and not on a shared cluster disk. It is also essential that the same location is used on the other machine.

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.

Specifying the Default Database Folder

Specify a default database folder. The database folder is the place where the database data is stored.

Installing the Interplay Engine on the First Node

1. Type or browse to the database folder name. This folder should reside on the shared drive that is owned by the resource group of the

server. While, theoretically, this folder could also be on another drive or even on another computer, in cluster deployments, Avid strongly recommends using the shared drive resource so that it too 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.

Chapter 2 Automatic Server Failover Installation

Specifying the Share Name

Specify a share name used by the File Share resource.

1. Type the share name. Avid recommends you use the default sharing name of "WG_Database$". This name is

visible on all client platforms, such as Windows 98, Windows ME, Windows NT Windows 2000 and Windows XP. Other sharing names such as "Interplay Database" are only reachable from Windows NT, Windows 2000 and Windows XP. The "$" at the end makes the share invisible if you browse through the network with the Windows Explorer. For security reasons, Avid suggests using a "$" at the end of the share name. If you use the default settings, the directory <Shared Drive>:\WG_Database is accessible as \\InterplayEngine\WG_Database$.

2. Click Next. This step takes a few minutes. When finished the Specify Configuration Server dialog

box opens.

Specifying the Configuration Server

The configuration server setting indicates whether this server is to act as a Central Configuration Server.

Set for both Interplay Engines

Use this option for Interplay Archive Engine

Installing the Interplay Engine on the First Node

A Central Configuration Server (CCS) is an Avid Interplay Engine with a special module which is used to store server and database-spanning information. Cross-server and cross-database management of administrative tasks, such as User Management and mime type determined behaviors, is possible because all of the servers under the CCS inherit its settings by default.

During the installation of each Avid Interplay Engine, the responsible CCS for the server installed must be specified.

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.

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

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If you do 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. For example, use this option when using an Interplay Archive Engine as the CCS.

If you specify the wrong CCS, you can change the setting later on the server machine in the Windows Registry under:

HKEY_LOCAL_MACHINE/Software/Avid Technology/Workgroup/DatabaseServer The string value CMS specifies the server. Make sure to set the CMS to a valid entry

while the Interplay Engine is online, otherwise your changes to the registry won't be effective. After the registry is updated, stop and restart the server using the Cluster Administrator (in the Administration Tools folder in Windows).

2. Click Next. The Specify Server User dialog box opens.

Specifying the Server User

The Specify Server User dialog box lets you specify the server execution user account used to run the Avid Interplay Engine.

Installing the Interplay Engine on the First Node

1. Type the Cluster Service Account user login information. The "Server Execution User" is the Windows domain user that runs the Interplay Engine and the cluster service. This user needs to have administrative access to the file server. This user must be the one that was used to set up the cluster service. See “Before You Start: Preparation” on page 28.

Specifying the Server Cache

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.

2. Click Next. The Specify Preview Server Cache dialog box opens.

The Specify Preview Server Cache dialog box lets you specify the path for the cache folder.

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

For more information on the Preview Server cache and Preview Server configuration, see “Configuring the Preview Service” in the Avid Interplay Installation Guide: Avid Interplay Engine, Avid Interplay Archive Engine, and Avid Interplay Access.

Chapter 2 Automatic Server Failover Installation

2. Click Next. The Enable Email Notification dialog box opens if you are installing the Avid Interplay

Engine for the first time.

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.

1. (Option) Select Enable email notification on server events. The Email Notification Details dialog box opens.

Installing the Interplay Engine on the First Node

- Type the administrator's email address and the email address of the server, which is the sender. If an event, such as "Resource Failure" "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.

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

2. Click Next. The Ready to Install dialog box opens. The installer modifies the file Config.xml in the Workgroup_Data\Server\Config\Config

directory with your settings.

3. Continue to “Beginning the Installation of Interplay Engine on the First Node” on

page 78.

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Preparing the Server for the Interplay Engine Installation Using Typical Mode

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

• “Specify Cluster Mode During a Typical Installation” on page 74

• “Specifying the Cluster Information During a Typical Installation” on page 75

• “Specifying the Server User During a Typical Installation” on page 77

Specify Cluster Mode During a Typical Installation

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

2. Click Next. The Specify Cluster Mode dialog box opens only if the installer detected that the node is

a member of a cluster so that failover support can be provided.

Installing the Interplay Engine on the First Node

3. Do one of the following:

t Select Cluster to continue the installation in cluster mode. t Select Standalone to install a standalone server (on the physical node) without

cluster integration. If you select standalone mode, follow the standard installation procedure (see the Avid Interplay Installation Guide: Avid Interplay Engine, Avid Interplay Archive Engine, and Avid Interplay Access).

4. Click Next.

Specifying the Cluster Information During a Typical Installation

If you selected Cluster mode, the Specify Interplay Engine Details dialog box opens. You are requested to provide the minimum set of information that is required to set up the server in cluster mode. The data that you've gathered previously should be entered here.

Chapter 2 Automatic Server Failover Installation

1. Type the following values:

- Virtual IP address: This is the Interplay Engine services IP Address.

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

administrator for more information on this.

- Public Network: The name of the public network connection. For example,

Left-subnet, Right-subnet, Public. (the other adapter is used for the cluster heartbeat).

To check the public network connection: Open the Network Connections panel in the Windows Control Panel and look up the name there.

- Shared Drive: S: for the database.

2. Click Next. The Specify Server User dialog box opens.

Installing the Interplay Engine on the First Node

Specifying the Server User During a Typical Installation

The Specify Server User dialog box opens.

2. Click Next.

3. Continue to “Beginning the Installation of Interplay Engine on the First Node” on

page 78.

Chapter 2 Automatic Server Failover Installation

Beginning the Installation of Interplay Engine on the First Node

When all of the settings have been entered, whether you used the Custom mode or Typical mode to prepare the installation, the Ready to Install dialog box opens.

1. Click Next to start the actual installation process of the Interplay Engine, or use Back to revisit the data you have entered. You can also terminate the installer using the Cancel button, since no changes were done to the system yet.

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

2. Do one of the following: t Click Finish.

Installing the Interplay Engine on the First Node

t Analyze and resolve any issues or failures reported.

3. 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”

on page 85.

Bringing the Disk Resource Online

To bring the Disk Resource online:

1. After the installation is complete, start the Cluster Administrator tool: t Click Start and select Programs > Administrative Tools > Cluster Administrator.

2. Open the Avid Workgroup Server resource group. It should look similar to the following illustration.

Chapter 2 Automatic Server Failover Installation

Avid Workgroup Disk is online

The Avid Workgroup Disk resource should be online, all other resources offline.

3. Bring the disk resource online manually before continuing if necessary.

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

4. (Unity ISIS only) Add IP address on the second subnet for the Interplay Engine. a. In the Cluster Administrator, right-click Avid Workgroup Server and select New >

Resource.

Installing the Interplay Engine on the First Node

b. Complete the New Resource dialog box as follows:

- Name: Avid Workgroup Address 2

- Resource Type: IP Address

- Group: Avid Workgroup Server

c. Complete the Possible Owners dialog box as follows:

t Add the cluster server host names to the Possible owners lists. For example,

SECLUSTER1 and SECLUSTER2. See “List of IP Addresses and Network

Names” on page 29.

d. Complete the Dependencies dialog box as follows:

t Leave the Resource dependencies list empty.

e. Complete TCP/IP Address Parameters dialog box as follows:

- Address: type the second Interplay Engine service Unity ISIS IP address. See

“List of IP Addresses and Network Names” on page 29.

- Subnet mask: displays subnet for the second subnet network

- Network: select a network connection: Right-subnet

- Select Enable NetBIOS for this address

f. Click Finish.

The following illustration shows the new entry.

Avid Workgroup Address 2

Chapter 2 Automatic Server Failover Installation

g. Right-click Avid Workgroup Address 2 and select Properties. h. Click the Advanced tab. i. Deselect Affect the Group as shown in the following illustration.

Affect the group option

j. Click OK.

5. When the installation is complete, leave this node running so that it maintains ownership of the resource group and proceed to “Installing Interplay Engine on the Second Node”

on page 82.

Installing Interplay Engine on the Second Node

To install 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.

Bring the Interplay Engine Online

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

Interplay Engine on the First Node” on page 60. 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 has to be entered once. Enter the requested information and allow the installation to proceed.

Make sure you use the installation mode that you used for the first node and enter the same information throughout the installer. Using different values results in a corrupted installation.

5. The installation procedure requires the machine to restart (up to twice). Allow the restart as requested.

Bring the Interplay Engine Online

To bring the Interplay Engine online:

1. Click Start and select Programs > Administrative Tools > Cluster Administrator.

2. Click Groups and right-click Avid Workgroup Server and select Bring on line. All resources are now online.

Chapter 2 Automatic Server Failover Installation

Testing the Complete Installation

After you complete all the previously described steps, you are now ready to test the installation. Make yourself familiar with the Cluster Administrator and review the different failover-related settings.

To test the complete installation:

1. To start the server, bring the resource group online; this starts the Interplay Engine and its affiliated services. After starting the Avid Interplay Engine on the first node, the Cluster Administrator should look similar to the following figure.

2. Start an Interplay Administrator, install the licenses if needed, create a test database and add some files to it. If the other node is also running, you are ready to test the failover functionality.

3. Initiate a failover by moving the resource group; do this through the context menu of the resource group. Failures can also be simulated, again through the context menu of the appropriate resource.

Failures do not necessarily initiate failover.

4. You might also want to experiment by terminating the Interplay Engine manually using the Windows Task Manager (NxNServer.exe). This is also a good way to get familiar with the failover settings which can be found in the Properties Panel of the Avid Workgroup resource, under the Advanced tab.

5. Look at the related settings of the resource group. If you need to change any configuration files, make sure that the Avid Workgroup Disk resource is online; the configuration files can be found on the resource drive in the Workgroup_Data folder.

Updating a Clustered Installation

A major benefit of a clustered installation is that you can perform rolling upgrades. You can keep a node in production while updating the installation on the other, then move the resource over and update the second node as well. You are also able to experiment by temporarily keeping two different versions (must be compatible in database format though) on the two nodes if, for example, you want to test a patch.

When updating a clustered installation, the settings that were entered to set up the cluster resources cannot be changed. Additionally, all other values must be reused, so Avid strongly recommends choosing the Typical installation mode. As noted before, changes to the fundamental attributes can only be achieved by uninstalling both nodes first and installing again with the new settings.

Make sure you follow the procedure in this order, otherwise you might end up with a corrupted installation.

Updating a Clustered Installation

The four executable resources referred to are:

• Avid Workgroup Server

• Avid Workgroup Server Browser

• Avid Workgroup TCP COM Bridge

• Avid Workgroup Preview Server

For information about updating specific versions of the Interplay Engine and a cluster, see the Avid Interplay ReadMe.

To update a cluster:

1. Make sure the first node is online.

2. Move all resource groups to the first node (don't forget the cluster or the MSDTC groups):

t In the Cluster Administrator, right-click the resource group entries and select Move

Group.

3. Update the installation on the second node using the WorkgroupServer.exe installer. Select the Typical mode to reuse values set during installation of the first node. Restart as requested and continue with Part 2 of the installation. The installer will ask to restart again after Part 2.

Chapter 2 Automatic Server Failover Installation

Do not move the Avid Workgroup resource group over yet.

4. Make sure that first node is online. Update the installation on the first node using the WorkgroupServer.exe installer. Select the Typical mode so that all values are reused. This restarts the first node.

5. During installation, the installer asks you to move the resource groups to the second node. Move the resource groups. Then click OK in the installation dialog box to continue. Restart as requested and continue with Part 2 of the installation. The installer will ask you to restart again after Part 2.

6. You might want to test the final result of the update by moving the server back to the first node. The Interplay Administrator can be used to display the version of the server.

After completing the above steps, your entire clustered installation is updated to the new version. Should you encounter any complications or face a specialized situation, contact Avid Support as instructed in “If You Need Help” on page 11.

If you intend to use different versions on the two nodes, make sure that their database formats are compatible. Consult Avid Support as instructed in “If You Need Help” on

page 11.

Updating the Workgroup.xml File for a Split Database

If you have a split database, you must edit or replace the workgroup.xml file after the upgrade.

A split database allows you to store non-Avid assets such as graphics files and Microsoft Office files on shared storage. The Interplay Engine and Interplay Archive Engine Administration Guide describes how to set up a split database.

During installation, a new workgroup.xml file is created and the existing workgroup.xml file is renamed in the format workgroup.ddmmyy-hhmmss. If your Interplay Engine stores file assets on a split database, make sure the workgroup.xml file contains the correct path. If not, edit the file or replace it with the renamed backup file after the upgrade has been finished. For example:

In a non-cluster system, copy

C:\Program Files\Avid\Avid Interplay Engine\Data\Apache\conf\workgroup.080807-101852.xml

over the file

C:\Program Files\Avid\Avid Interplay Engine\Data\Apache\conf\workgroup.xml

Uninstalling the Interplay Engine

On a cluster system, (after both nodes have been upgraded), do the following on the active node: Copy

S:\WorkgroupData\Apache\conf\workgroup.080807-101852.xml

over the file

S:\WorkgroupData\Apache\conf\workgroup.xml

On a cluster system, the following file is installed on both nodes: C:\Program Files\Avid\Avid Interplay Engine\Data\Apache\conf\workgroup.xml. These files are not currently used and do not need to be edited or overwritten. Edit or overwrite the version on the S drive: S:\WorkgroupData\Apache\conf\workgroup.xml.

Uninstalling the Interplay Engine

The Avid Interplay Engine can be uninstalled using the standard uninstaller.

If you decide to reinstall the Interplay Engine after you uninstall it, make sure you rename or remove the workgroup_data and workgroup_database directory on the shared storage to prevent any problems due to corrupt or missing data.

To uninstall the Interplay Engine:

1. Make sure that both nodes are running before starting the uninstaller and begin with the inactive node.

2. Before performing the uninstall procedure on the second node, take the entire Avid Workgroup resource group offline.

3. When uninstalling a clustered installation, you are asked whether the cluster resources are to be removed.

Typically you should select Yes to delete the resources only when uninstalling the second node, otherwise the other installation becomes useless.

Chapter 2 Automatic Server Failover Installation

4. (Option) If you plan to reinstall the Interplay Engine after you uninstall it, make sure you rename or remove the workgroup_data and workgroup_database directory on the shared storage to prevent any problems due to corrupt or missing data.

The uninstall mechanism of the cluster resources only functions properly if the names of the resources or the resource group were not changed. Never change these names.

Chapter 3

Automatic Server Failover Tips and Rules

This chapter provides some important tips and rules to use when configuring the automatic server failover.

Don't Access the Machines Directly

Don’t access the machines directly. Refer to the projects using the "virtual" network name or IP address that has been assigned to the resource group; never use the actual physical names or IP addresses of the machines that are part of the cluster.

Make Sure to Connect to the Interplay Engine Resource Group

The network names and the virtual IP addresses resolve to the physical machine they are being hosted on. For example, it is possible to mistakenly connect to the Interplay Engine using the network name or IP address of the cluster group. The server is found using the alternative address also, but only while it is online on the same node. Therefore, under no circumstances connect the clients to a network name other than what was used to set up the Interplay Engine resource group. The default name is WorkgroupServer.

Do Not Rename Resources

Do not rename resources. The resource plugin, the installer, and the uninstaller all depend on the names of the cluster resources. These are assigned by the installer and even though it is possible to modify them using the cluster administrator, doing so corrupts the installation and is most likely to result in the server not functioning properly.

Chapter 3 Automatic Server Failover Tips and Rules

Do Not Install the Server on a Shared Disk

The Interplay Engine must be installed on the local disk of the cluster nodes and not on a shared resource. This is because local changes are also necessary on both machines. Also, with independent installations you can later use a rolling upgrade approach, upgrading each node individually without affecting the operation of the cluster. The Microsoft documentation is also strongly against installing on shared disks.

Do Not Change the Interplay Engine Execution User

The domain account that was entered when setting up the cluster also has to be the execution user of the Interplay Engine. Given that you cannot easily change the cluster user, the Interplay Engine execution user has to stay fixed as well.

Do Not Edit the Registry While the Server is Offline

If you edit the registry while the server is offline, you will lose your changes. This is something that most likely will happen to you since it is very easy to forget the implications of the registry replication. Remember that the registry is restored by the resource monitor before the process is put online, thereby wiping out any changes that you made while the resource (the server) was offline. Only changes that take place while the resource is online are accepted.

Do Not Remove the Dependencies of the Affiliated Services

The TCP-COM Bridge, the Preview Server, and the Server Browser services must be in the same resource group and assigned to depend on the server. Removing these dependencies might speed up some operations but prohibit automatic failure recovery in some scenarios.

Consider Disabling Failover When Experimenting

If you are performing changes that could make the Avid Interplay Engine fail, consider disabling failover. The default behavior is to restart the server twice (threshold = 3) and then initiate the failover, with the entire procedure repeating several times before final failure. This can take quite a while.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Index

Antivirus software

running on a cluster 27 Apache web server 60 Architecture 14 Avid Unity environment

SR2400 server slot locations 16

SR2500 server slot locations 17

Unity ISIS illustration SR2400 18

Unity ISIS illustration SR2500 19

Unity MediaNetwork illustration SR2400 21

Unity MediaNetwork illustration SR2500 22

Binding order networks

configuring 33

Central Configuration Server

specifying 69 Cluster group

illustration 15

partition 25, 37 Cluster installation

connections in Unity ISIS 20

connections in Unity MediaNetwork 23

testing 52 Cluster Installation account

defined 28 Cluster network

configuring rules 47 Cluster service

configuring 39

configuring on second node 44

defined 24 specify name 40 validating on first node 44

Cluster Service account

defined 28 Interplay Engine installation 70 setting up 37

specify name 42 Cluster shared RAID array 61 Cluster system components 13 Cluster User/Password 61 Custom installation 63

Database folder

default location 67 Disk

default configuration 27 Distributed Transaction Coordinator

assigning resource to MSDTC group 58

creating MSDTC resource group 55

installing 54

resource group for 54

Email notification

setting 72

Fibre Channel 13

Index A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Hardware

requirements 26

Heartbeat adapter

prioritizing 48

Heatbeat connection

configuring 34

Installation

custom 63 Distributed Transaction Coordinator 54 testing 52 types 61 typical 74

Interplay Engine

Central Configuration Server, specifying 69 cluster details 65 default database location 67 installation cluster information 64 installing on first node 60 server user, specifying 70 share name 68

SR2400 slot locations 16 Interplay Engine process 15 IP addresses

assigning to MSDTC group 56

private network adapter 34

public network adapter 36

required 29

Network connections

naming 30

Network interface

renaming LAN 30

Network name

assigning MSDTC group 57

Network names

examples 29

Node

defined 24 name examples 29 setting startup time 51 SR2400 slot locations 16

Online

defined 24

Partition

for the cluster group 25 Port for Apache web server 60 Private network adapter

configuring 34 Public Network 61, 64, 76 Public network adapter

configuring 36

License

agreement 61 License Information dialog box 61 Windows Server 26

Monitoring 13 MSDTC

resource group, creating 55

MSDTC group

creating physical resource 58

Quorum disk 25

configuring 43

verifying 50 Quorum resource

defined 24

RAID array

configuring 37

default configuration 27 Registry

editing while offline 90

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Index

Requirements

hardware 26 IP addresses 29 software 26 space 27

Resource group 24

connecting 89 services 90

Resources

defined 24 renaming 89

Server

setting startup time 51 SR2400 slot locations 16

Server cache

Interplay Engine installation 71

Server Execution User

changing 90

Service name

examples 29

Services

dependencies 90

Shared Drive 61, 64, 76

configuring 37 default configuration 27

Slot locations

SR2400 server 16

SR2500 server 17 Space requirements 27 Specify Installation Type dialog box 61 SR2400 server

slot location 16 SR2500 server

slot location 17 Subnet Mask 61, 64, 76 System

monitoring 13

Uninstalling 87 Unity ISIS

cluster installation SR2400 18 cluster installation SR2500 19

Unity MediaNetwork

cluster installation SR2400 21 cluster installation SR2500 22

Virtual IP address 64, 76 Virtual Server Address 61

Web servers

disabling 60

Troubleshooting 89 Typical

installation 74

Index A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Pinnacle Systems Interplay Engine - 1.1.6 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

Using This Guide

Symbols and Conventions

If You Need Help

Accessing the Online Library

How to Order Documentation

Avid Training Services

Automatic Server Failover Introduction

Introduction

Summary of the Way it Works

Installing the Failover Hardware Components

SR2400 Slot Locations

SR2500 Slot Locations

Installing a Failover Cluster in Avid Unity ISIS Environment (SR2400)

Installing a Failover Cluster in Avid Unity ISIS Environment (SR2500)

Failover Cluster Connections in an Unity ISIS Environment

Installing a Failover Cluster in an Avid Unity MediaNetwork Environment (SR2400)

Installing a Failover Cluster in an Avid Unity MediaNetwork Environment (SR2500)

Failover Cluster Connections in an Unity MediaNetwork Environment

Terminology

Automatic Server Failover Installation

Requirements

Hardware

Server Software

Space Requirements

Antivirus Software

Need To Know

Before You Start: Preparation

List of IP Addresses and Network Names

Renaming Local Area Network Interface on Each Node

Configuring the Binding Order Networks on Each Node

Configuring Private Network Adapter on Each Node

Configuring Public Network Adapter on Each Node

Join Both Servers to the Active Directory Domain

Setting Up a Cluster User Account

Configuring the Cluster Shared RAID Disks on Each Node

Configuring the Cluster Service

Configuring the Cluster Service on the First Node

Validating the Cluster Service on the First Node

Configuring the Cluster Service on the Second Node

Configuring Rules For The Cluster Networks

Prioritizing the Heartbeat Adapter

After Setting Up the Cluster

Verifying the Quorum Disk

Setting the Startup Times on Each Node

Testing the Cluster Installation

Installing the Distributed Transaction Coordinator

Creating a Resource Group for the Distributed Transaction Coordinator

Assigning an IP Address to the MSDTC Group

Assigning a Network Name to the MSDTC Group

Creating a Physical Resource for the MSDTC Group

Assigning Distributed Transaction Coordinator Resource to the MSDTC Group

Bring the MSDTC Online

Disabling Any Web Servers

Installing the Interplay Engine on the First Node

Preparation and Notes

Starting the Installation and Accepting the License Agreement

Preparing the Server for the Interplay Engine Installation Using Custom Mode

Specify Cluster Mode During a Custom Installation

Specifying the Interplay Engine Details

Specifying the Interplay Engine Name

Specifying the Destination Location

Specifying the Default Database Folder

Specifying the Share Name

Specifying the Configuration Server

Specifying the Server User

Specifying the Server Cache

Enabling Email Notifications

Preparing the Server for the Interplay Engine Installation Using Typical Mode

Specify Cluster Mode During a Typical Installation

Specifying the Cluster Information During a Typical Installation

Specifying the Server User During a Typical Installation

Beginning the Installation of Interplay Engine on the First Node

Bringing the Disk Resource Online

Installing Interplay Engine on the Second Node

Bring the Interplay Engine Online