Pinnacle Systems Interplay Engine - 1.2.4 User Manual

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Avid® Interplay™Engine

Failover Guide

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Avid Interplay Engine Failover Guide • 0130-07643-02 Rev C • June 2008 • This document is distributed by Avid in online (electronic) form only, and is not available for purchase in printed form.

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

Symbols and Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

If You Need Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Viewing User Documentation on the Interplay Portal . . . . . . . . . . . . . . . . . . . . . . . . 11

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

How to Order Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

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

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

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

How Server Failover Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Server Failover Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Installing the Failover Hardware Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

SR2400 Slot Locations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

SR2500 Slot Locations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Making Failover Cluster Connections in an Avid Unity ISIS Environment . . . . . 19

Failover Cluster Connections in an Avid Unity ISIS Environment (SR2400) . . . 20

Failover Cluster Connections in an Avid Unity ISIS Environment (SR2500) . . . 21

Making Failover Cluster Connections in an Avid Unity MediaNetwork

Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Failover Cluster Connections in an Avid Unity MediaNetwork

Environment (SR2400) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Failover Cluster Connections in an Avid Unity MediaNetwork Environment

(SR2500). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Clustering Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Chapter 2 Automatic Server Failover Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Server Failover Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Before You Begin the Server Failover Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 28

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

Preparing the Server for the Cluster Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Setting the QLogic HBA Link Speed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Renaming the Local Area Network Interface on Each Node. . . . . . . . . . . . . . . 33

Configuring the Private Network Adapter on Each Node . . . . . . . . . . . . . . . . . 35

Configuring the Binding Order Networks on Each Node . . . . . . . . . . . . . . . . . . 38

Configuring the Public Network Adapter on Each Node . . . . . . . . . . . . . . . . . . 40

Joining Both Servers to the Active Directory Domain . . . . . . . . . . . . . . . . . . . . 40

Configuring the Cluster Shared-Storage RAID Disks on Each Node . . . . . . . . 40

Configuring the Cluster Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Configuring the Cluster Service on the First Node . . . . . . . . . . . . . . . . . . . . . . 42

Validating the Cluster Service on the First Node. . . . . . . . . . . . . . . . . . . . . . . . 47

Configuring the Cluster Service on the Second Node. . . . . . . . . . . . . . . . . . . . 47

Configuring Rules for the Cluster Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Prioritizing the Heartbeat Adapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

After Setting Up the Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Verifying the Quorum Disk. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Setting the Startup Times on Each Node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Testing the Cluster Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Installing the Distributed Transaction Coordinator . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Creating a Resource Group for the Distributed Transaction Coordinator . . . . . 57

Assigning an IP Address to the MSDTC Group. . . . . . . . . . . . . . . . . . . . . . . . . 58

Assigning a Network Name to the MSDTC Group . . . . . . . . . . . . . . . . . . . . . . 59

Creating a Physical Resource for the MSDTC Group . . . . . . . . . . . . . . . . . . . . 60

Assigning Distributed Transaction Coordinator Resource to the MSDTC Group 60

Bringing the MSDTC Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Installing the Interplay Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Disabling Any Web Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Installing the Interplay Engine on the First Node . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Preparation for Installing on the First Node. . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Starting the Installation and Accepting the License Agreement . . . . . . . . . . . . 63

Installing the Interplay Engine Using Custom Mode . . . . . . . . . . . . . . . . . . . . . 64

Specifying Cluster Mode During a Custom Installation . . . . . . . . . . . . . . . 65

Specifying the Interplay Engine Details . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Specifying the Interplay Engine Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Specifying the Destination Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Specifying the Default Database Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Specifying the Share Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Specifying the Configuration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Specifying the Server User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Specifying the Server Cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Enabling Email Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Installing the Interplay Engine for a Custom Installation on the First Node . 76

Bringing the Disk Resource Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Installing the Interplay Engine on the Second Node . . . . . . . . . . . . . . . . . . . . . . . . . 81

Bringing the Interplay Engine Online. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Testing the Complete Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Updating a Clustered Installation (Rolling Upgrade) . . . . . . . . . . . . . . . . . . . . . . . . . 84

Updating the Workgroup.xml File for a Split Database . . . . . . . . . . . . . . . . . . . 85

Uninstalling the Interplay Engine on a Clustered System . . . . . . . . . . . . . . . . . . . . . 86

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

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Using This Guide

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

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

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.

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

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

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

Symbol or Convention Meaning or Action

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

items and keyboard sequences.

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

Courier Bold font

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

If You Need Help

If you are having trouble using your Avid product:

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

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

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

they 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 (README_product.pdf) and is also available online.

You should always check online for the most up-to-date release notes or ReadMe because the online version is updated whenever new information becomes available. To view these online versions, select ReadMe from the Help menu, or visit

the Knowledge Base at

Courier Bold font identifies text that you type.

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

www.avid.com/readme.

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

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

Viewing User Documentation on the Interplay Portal

You can quickly access the Interplay user documentation from any system in the Interplay environment. Type the following line in your Web browser:

http://

where Interplay_Engine_name is the name of the computer running the Interplay Engine software. For example, the following line opens the portal Web page on a system named DocWG:

http://DocWG

• Click the “Avid Interplay User Documentation” link to access the User Information

Interplay_Engine_name

Center page. On this page, select the Avid Interplay Framework User’s Guide from the list of user’s

guides.

Accessing the Online Library

The Avid Interplay Online Library DVD contains all the Avid Interplay product documentation in PDF format.The Online Library includes a Master Glossary of all specialized terminology used in the documentation for Avid products.

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.

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.

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

For information on courses/schedules, training centers, certifications, courseware, and books, please visit (800-949-2843).

http://learn.avid.com.

www.avid.com/training or call Avid Sales at 800-949-AVID

1 Automatic Server Failover Introduction

This chapter covers the following topics:

• Server Failover Overview

• How Server Failover Works

• Installing the Failover Hardware Components

• Clustering Terminology

Server Failover Overview

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

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.

The following diagram illustrates the failover cluster architecture for an Avid Unity MediaNetwork environment. (This diagram and the next diagram do not show the complete Interplay environment. For more detailed illustrations, see Avid Interplay Best Practices.)

1 Automatic Server Failover Introduction

Two-node cluster in an Avid Unity MediaNetwork environment

Interplay Engine - Cluster Node

Infortrend cluster shared-storage RAID array

Interplay Engine - Cluster Node

Interplay clients

Intranet

Network Switch

Private network for heartbeat

Fibre Switch

LEGEND

Fibre connection

1 GB Ethernet connection

Two-node cluster in an Avid Unity ISIS environment

Interplay Engine - Cluster Node

Infortrend cluster shared-storage RAID array

Interplay Engine - Cluster Node

Interplay clients

Intranet

Avid Network Switch

Private network for heartbeat

LEGEND

Fibre connection

1 GB Ethernet connection

VLAN 20

VLAN 10

The following diagram illustrates the failover cluster architecture for an Avid Unity ISIS environment. In this environment, each cluster node is “dual-connected” to the network switch: one network interface is connected to the VLAN 10 subnet and the other is connected to the VLAN 20 subnet.

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

current

setup.

How Server Failover Works

FibreChannel

Intranet

Private Network

Intranet

Disk #1 Quorum 4GB

Interplay Server (virtual)

11.22.33.201

MSDTC

11.22.33.202

Failover Cluster

11.22.33.200

Node #1 Intranet: 11.22.33.44 Private: 10.10.10.10

Node #2 Intranet: 11.22.33.45 Private: 10.10.10.11

Disk #2 MSDTC 5GB

Disk #3 Database 925GB +

Cluster Group

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 components of a cluster group, including sample IP addresses. For a list of required IP addresses and node names, see

Network Names” on page 30.

How Server Failover Works

“List of IP Addresses and

1 Automatic Server Failover Introduction

Server Failover Requirements

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

Hardware

A dual-server failover cluster-capable system with an Infortrend® cluster shared-storage 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).

Installing the Failover Hardware Components

Functions You Need To Know

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

• Microsoft Windows Active Directory domains and domain users

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

• Disk configuration (format, partition, naming)

• Network configuration

Installing the Failover Hardware Components

A failover cluster system includes the following components:

• Two Interplay Engine nodes or two Interplay Archive nodes (two SR 2400 or two SR 2500 servers)

• One Infortrend cluster shared-storage RAID array

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

• “SR2400 Slot Locations” on page 17

• “SR2500 Slot Locations” on page 18

• “Making Failover Cluster Connections in an Avid Unity ISIS Environment” on page 19

• “Failover Cluster Connections in an Avid Unity ISIS Environment (SR2400)” on page

• “Failover Cluster Connections in an Avid Unity ISIS Environment (SR2500)” on page

• “Making Failover Cluster Connections in an Avid Unity MediaNetwork Environment”

on page 22

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

on page 23

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

on page 24

1 Automatic Server Failover Introduction

PCI slots

Serial A to F/C switch if needed

SCSI B

Video

USB

SR2400 Back Panel

Mouse

Keyboard

RJ 45 to serial B

Power supply

Slot 2

Slot 1

Slot 3

Small form factor slots not used

1 GB Ethernet

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 configuring your SR2400 systems in an Interplay cluster environment.

On the SR2400, all boards must be installed starting in the top slot, and the second board

must be in the middle slot. The second board cannot be in the bottom slot with the middle slot left open.

SR2400 Back Panel Configuration for Avid Unity Environment

Slot Avid Unity ISIS Avid Unity MediaNetwork

3 Intel Pro 1000MT ATTO

2 QLogic

1 Empty Intel Pro 1000MT

Card QLogic Card

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

PCI-X slots

Power supplies

Serial A to F/C switch if needed

Video

USB

SR2500 Back Panel

Mouse

Keyboard

RJ 45 to serial B

Primary power supply on bottom

Slot 2

Slot 1

Slot 3

PCIe slots (small form factor)

1 GB Ethernet

Slot 2

Slot 1

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 configuring your SR2500 systems in an Interplay cluster environment.

Installing the Failover Hardware Components

SR2500 Back Panel Configuration for Avid Unity Environment

Slot Type Slot Avid Unity ISIS Avid Unity MediaNetwork

PCI-X 3 Empty ATTO

PCIe NA NA NA

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.

2 Empty Empty

1 QLogic Card

QLogic Card

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.

1 Automatic Server Failover Introduction

Making Failover Cluster Connections in an Avid Unity ISIS Environment

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

• First cluster node:

- Left on-board network interface connector to ISIS left subnet (VLAN 10)

- Right on-board network interface connector to ISIS right subnet (VLAN 20)

- QLogic card connector to RAID array, Fibre Channel 1 left connector

• Second cluster node:

- Left on-board network interface connector to ISIS left subnet (VLAN 10)

- Right on-board network interface connector to ISIS right subnet (VLAN 20)

- QLogic card connector to RAID array, Fibre Channel 0 left 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 cluster shared-storage RAID array are in the default “enable” position (left)

For more details, see the illustrations in:

• “Failover Cluster Connections in an Avid Unity ISIS Environment (SR2400)” on page

20.

• “Failover Cluster Connections in an Avid Unity ISIS Environment (SR2500)” on page

21.

Private network for heartbeat

PCI adapter network interface right connector

To ISIS right subnet

To ISIS left subnet

To ISIS right subnet

To ISIS left subnet

QLogic card

Right on-board network interface

Left on-board network interface

PCI adapter network interface right connector

LEGEND

Fibre connection

1GB Ethernet connection

QLogic card

Interplay Engine Cluster Node

Right on-board network interface

Left on-board network interface

Cluster Shared-Storage RAID Array

Fibre Channel 1

left connector Fibre Channel 0 left connector

FC CH0

FC CH1

All switches set to default “enabled” left

SR2400 Back Panel

Installing the Failover Hardware Components

Failover Cluster Connections in an Avid Unity ISIS Environment (SR2400)

The following illustration shows the required cable connections when adding a failover cluster in an Avid Unity ISIS environment (SR2400 servers). For a description of the connections, see

on page 19.

“Making Failover Cluster Connections in an Avid Unity ISIS Environment”

1 Automatic Server Failover Introduction

Private network for heartbeat

PCI adapter network interface right connector

To ISIS right subnet

To ISIS left subnet

To ISIS right subnet

To ISIS left subnet

QLogic card

Right on-board network interface

Left on-board network interface

PCI adapter network interface right connector

LEGEND

Fibre connection

1GB Ethernet connection

QLogic card

Interplay Engine Cluster Node

Right on-board network interface

Left on-board network interface

Cluster Shared-Storage RAID Array

Fibre Channel 1

left connector Fibre Channel 0 left connector

FC CH0

FC CH1

All switches set to default “enabled” left

SR2500 Back Panel

Slot 3 Slot 2 Slot 1

Failover Cluster Connections in an Avid Unity ISIS Environment (SR2500)

The following illustration shows the required cable connections when adding a failover cluster in an Avid Unity ISIS environment (SR2500 servers). For a description of the connections, see

on page 19.

“Making Failover Cluster Connections in an Avid Unity ISIS Environment”

Installing the Failover Hardware Components

Making Failover Cluster Connections in an Avid 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

- QLogic card connector to RAID array, Fibre Channel 1 left connector

- ATTO card connector to Unity MediaNetwork FC switch

• Second cluster node:

- Left on-board network interface connector to Ethernet

- QLogic card connector to RAID array, Fibre Channel 0 left connector

- ATTO card connector to Unity MediaNetwork FC switch

public network

• 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 cluster shared-storage RAID array are in the default “enable” position (left)

For more details, see the illustration in:

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

on page 23.

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

on page 24.

1 Automatic Server Failover Introduction

Private network for heartbeat

ATTO card

To Ethernet Public Network

Right on-board network interface

Left on-board network interface

To MediaNetwork FC switch

LEGEND

Fibre connection

1GB Ethernet connection

To MediaNetwork FC switch

Interplay Engine Cluster Node

Right on-board network interface

Left on-board network interface

To Ethernet Public Network

QLogic card

PCI adapter network interface - not used

Fibre Channel 1 left connector

Fibre Channel 0 left connector

FC CH0

FC CH1

All switches set to default “enabled” left

Cluster Shared-Storage RAID Array

SR2400 Back Panel

Failover Cluster Connections in an Avid Unity MediaNetwork Environment (SR2400)

The following illustration shows the required cable connections when adding a failover cluster in an Avid Unity MediaNetwork environment (SR2400 servers). For a description of the connections, see

“Making Failover Cluster Connections in an Avid Unity MediaNetwork

Environment” on page 22.

Installing the Failover Hardware Components

Slot 3

Slot 1

Private network for heartbeat

ATTO card

To Ethernet public network

Right on-board network interface

Left on-board network interface

To MediaNetwork FC switch

LEGEND

Fibre connection

1GB Ethernet connection

To MediaNetwork FC switch

Interplay Engine Cluster Node

Right on-board network interface

Left on-board network interface

To Ethernet public network

QLogic card

Fibre Channel 1 left connector

Fibre Channel 0 left connector

FC CH0

FC CH1

All switches set to default “enabled” left

Cluster Shared-Storage RAID Array

SR2500 Back Panel

PCI adapter network interface - not used

Slot 2

Failover Cluster Connections in an Avid Unity MediaNetwork Environment (SR2500)

The following illustration shows the required cable connections when adding a failover cluster in an Avid Unity MediaNetwork environment (SR2500 servers). For a description of the connections, see

Environment” on page 22.

“Making Failover Cluster Connections in an Avid Unity MediaNetwork

1 Automatic Server Failover Introduction

Clustering 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: Individual computers in a cluster configuration.

• Cluster service: The group of components on each node that perform a cluster-specific activity.

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

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

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

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

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.

This chapter covers the following topics:

• Server Failover Installation Overview

• Before You Begin the Server Failover Installation

• Preparing the Server for the Cluster Service

• Configuring the Cluster Service

• Configuring Rules for the Cluster Networks

• After Setting Up the Cluster

• Installing the Distributed Transaction Coordinator

• Installing the Interplay Engine

• Disabling Any Web Servers

• Installing the Interplay Engine on the First Node

• Installing the Interplay Engine on the Second Node

• Bringing the Interplay Engine Online

• Testing the Complete Installation

• Updating a Clustered Installation (Rolling Upgrade)

• Uninstalling the Interplay Engine on a Clustered System

2 Automatic Server Failover Installation

Server Failover Installation Overview

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

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

28).

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

Service” on page 31). This includes configuring the nodes for the network and

formatting the drives.

• Configure the cluster service (see “Configuring the Cluster Service” on page 41,

“Configuring Rules for the Cluster Networks” on page 49, and “After Setting Up the Cluster” on page 52).

• Install the Distributed Transaction Coordinator (MSDTC group) (see “Installing the

Distributed Transaction Coordinator” on page 56).

• Install the Interplay Engine on both nodes (see “Installing the Interplay Engine” on page

62).

• Test the complete installation (see “Testing the Complete Installation” on page 82).

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

example, Media Indexer software needs to be installed on a different server. For complete installation instructions, see the Avid Interplay Software Installation and Configuration

Guide.

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

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

Before You Begin the Server Failover Installation

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

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

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

• Install and set up an Avid Unity client on both servers. See the Avid Unity MediaNetwork File Manager Setup Guide or the Avid Unity ISIS System Setup Guide.

Before You Begin the Server Failover Installation

• Create or select two domain user accounts:

- Cluster Service Account (Server Execution User): Create or select an account (sometimes called the cluster user account) that is used to start the cluster service and is also used by the Interplay Engine service. This account must be a domain user and it must be a unique name that will not be used for any other purpose. The procedures in this document use sqauser as an example of a Cluster Service Account. This account is automatically added to the Local Administrators group on each node by the Interplay Engine software during the installation process.

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

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: Create or select a user account to use during the installation process. This user account must be a domain user account with privileges to add servers to the domain. This user account is required only during the installation of the cluster.

Do not use the same username and password for the Cluster Service Account and the

Cluster Installation Account. These accounts have different functions and require different privileges.

• Create 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 of the Cluster Service Account.

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

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

Addresses and Network Names” on page 30.

Engine. The user name and password must match the user name and password

2 Automatic Server Failover Installation

List of IP Addresses and Network Names

You need to reserve IP host names and static IP addresses on the in-network DNS server before you begin the installation process. An Avid Unity ISIS environment needs 8 IP addresses and an Avid Unity MediaNetwork needs 5 provides a list of example names that you can use when configuring the cluster. The procedures in this chapter use these example names.

Make sure that these IP addresses are outside of the range that is available to DHCP so they

cannot automatically be assigned to other machines.

If your Active Directory domain or DNS includes more than one cluster, to avoid conflicts,

you need to make sure the cluster names, MSDTC names, and IP addresses are different for each cluster.

All names must be valid and unique network host names.

Required IP Addresses and Node Names

Node or Service Item Required Example Name Where Used

IP addresses. The following table

First Cluster Node • 1 Host Name

• 2 ISIS IP addresses - public (one for left and one for right) or 1 MediaNetwork IP address public

• 1 IP address - private (Heartbeat)

Second Cluster Node • 1 Host Name

• 2 ISIS IP addresses - public (one for left and one for right) or 1 MediaNetwork IP address public

• 1 IP address - private (Heartbeat)

SECLUSTER1 See “Configuring the

Cluster Service on the First Node” on page 42

and “Creating a Resource

Group for the Distributed Transaction Coordinator” on page 57.

SECLUSTER2 See “Configuring the

Cluster Service on the Second Node” on page 47

and “Creating a Resource

Group for the Distributed Transaction Coordinator” on page 57.

Preparing the Server for the Cluster Service

Required IP Addresses and Node Names (Continued)

Node or Service Item Required Example Name Where Used

Cluster service • 1 Network Name

(virtual host name)

• 1 ISIS IP address or 1 MediaNetwork IP address

MSDTC service — Distributed Transaction Coordinator

Interplay Engine service

• 1 Network Name (virtual host name)

• 1 ISIS IP address or 1 MediaNetwork IP address

• 1 Network Name (virtual host name)

• 2 ISIS IP addresses - public (one for left and one for right) or 1 MediaNetwork IP address public

SECLUSTER See “Configuring the

Cluster Service on the First Node” on page 42.

CLUSTERMSDTC See “Assigning a Network

Name to the MSDTC Group” on page 59.

SEENGINE See “Specifying the

Interplay Engine Details” on page 66 and “Specifying the Interplay Engine Name” on page 68.

Preparing the Server for the Cluster Service

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

• “Setting the QLogic HBA Link Speed” on page 32

• “Renaming the Local Area Network Interface on Each Node” on page 33

• “Configuring the Binding Order Networks on Each Node” on page 38

• “Configuring the Private Network Adapter on Each Node” on page 35

• “Configuring the Public Network Adapter on Each Node” on page 40

• “Joining Both Servers to the Active Directory Domain” on page 40

• “Configuring the Cluster Shared-Storage RAID Disks on Each Node” on page 40

2 Automatic Server Failover Installation

Setting the QLogic HBA Link Speed

To avoid possible problems with the Infortrend RAID array, Avid recommends that you change the QLogic HBA link speed (data rate) from the default setting to 2 Gbps. You need to specify this setting on both the SR2400 server and the SR2500 server. Change the setting by using the SAN Surfer utility on both nodes.

To set the QLogic HBA link speed:

1. On the first node, click Start, and select Programs > QLogic Management Suite > San Surfer.

The San Surfer FC HBA Manager dialog box opens.

2. In the left pane, select Port 1.

3. Click the Settings tab.

4. In the HBA Port Settings section, click the arrow pointer for the Data Rate list and change the default setting from Auto to 2

Gbps.

5. Click Save.

Preparing the Server for the Cluster Service

6. When prompted for a password, enter

config

and click OK.

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

8. Verify that the SAN Surfer data rate is set to 2 Gbps on both nodes.

Renaming the Local Area Network Interface on Each Node

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

Make sure you use the same name on both nodes. The names and network connections on both nodes must match.

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.

You need to match the numbered connection with the appropriate device. For example, you can start by determining which connection refers to the left on-board network interface and select that connection.

2 Automatic Server Failover Installation

SR2400 back view

Right on-board network interface

Left on-board network interface

Right PCI adapter network interface

Left PCI adapter network interface

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.

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

Use the following illustration and table for reference. The illustration uses an SR2400 in an Avid Unity ISIS environment as an example.

Naming Network Connections

Avid Unity

Network Interface

Avid Unity ISIS New Names

MediaNetwork New Names Comment

Left on-board network interface

Right on-board network interface

Left PCI adapter network interface

Left-subnet number Public ISIS - Public network.

Use the subnet number of the interface. The examples in this document use Left-74.

MediaNetwork: Public network

Right-subnet number Private ISIS - Public network

Use the subnet number of the interface. The examples in this document use Right-75.

MediaNetwork - Private network

Not used Not used Disabled

used for heartbeat between the two servers in the cluster

Preparing the Server for the Cluster Service

Naming Network Connections (Continued)

Avid Unity

Network Interface

Avid Unity ISIS New Names

MediaNetwork New Names Comment

Right PCI adapter network interface.

4. Repeat steps 2 and 3 for each network connection.

Private Not used ISIS - Private network used for

heartbeat between the two servers in the cluster.

MediaNetwork - Disabled

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

5. Close the Network Connections window.

Configuring the 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.

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

2 Automatic Server Failover Installation

Select this check box. All others are unchecked.

4. Select Internet Protocol (TCP/IP) and click Properties.

The Internet Protocol (TCP/IP) Properties dialog box opens.

Preparing the Server for the Cluster Service

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 30.

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.

The Advanced TCP/IP Settings dialog box opens.

2 Automatic Server Failover Installation

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

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

Preparing the Server for the Cluster Service

Configuring the Binding Order Networks on Each Node

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

To configure the binding order networks:

1. On one node, open the Network Connections window.

2. Select Advanced > Advanced Settings.

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

- For an Avid Unity ISIS environment, use the following order, as shown in the

illustration:

-Right

-Left

-Private

- Local Area Connection 4

2 Automatic Server Failover Installation

- For an Avid Unity MediaNetwork environment use the following order:

-Public

-Private

4. Click OK.

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

both

Configuring the 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

and Network Names” on page 30.

Joining Both Servers to the Active Directory Domain

After configuring the network information, join the two servers to the Active Directory domain. You can then use your domain credentials for the Cluster Installation Account (see

“Before You Begin the Server Failover Installation” on page 28).

“List of IP Addresses

Configuring the Cluster Shared-Storage RAID Disks on Each Node

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

Before you create the partitions on the cluster nodes, make sure the cluster shared-storage

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

2. Open the Disk Management tool.

3. Initialize the disks, if not already initialized, by right-clicking the disk and selecting

Initialize Disk.

4. Use Quick Format to configure the disks as partitions, using the following names and

drive letters:

- Quorum (Q:) 4GB

-MSDTC (R:) 5GB

- Database (S:) 925GB

Configuring the Cluster Service

Configure disks as shown

The following illustration shows the required names and drive letters.

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

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

7. On the second node, assign drive letters and names. You do not need to format the disks.

a. Open the Disk Management tool. Right-click the partition, select Change Drive

Letter, and enter the appropriate letter. Repeat these actions for the other partitions.

b. Open My Computer. Select a drive, right-click, select Rename, and enter the

appropriate name. Repeat these actions for the other drives.

Configuring the Cluster Service

Take the following steps to configure the cluster service:

1. Turn off the second node.

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

Cluster Service on the First Node” on page 42

2 Automatic Server Failover Installation

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

Service on the First Node” on page 47.

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

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

Cluster Service on the Second Node” on page 47.

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.

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.

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 30.

8. Click Next.

Type the Cluster service name.

Configuring the Cluster Service

The Select Computer dialog box opens.

You might be prompted for an account. If so, use a domain user account, such as the Cluster

Installation Account referred to in

page 28. Do not use the Cluster Service Account (Service Execution User).

“Before You Begin the Server Failover Installation” on

2 Automatic Server Failover Installation

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, use SECLUSTER1. See “List of IP Addresses and Network Names” on

page 30.

10. Click Advanced.

The Advanced Configuration Options dialog box opens.

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

12. Click Next.

Configuring the Cluster Service

Type the Cluster Service Account user name.

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.” In this case, the warnings do not indicate a problem.

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

14. In the IP Address dialog box, type the Cluster Service ISIS IP address for the left side in the IP Address text box. See

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

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 User) 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 Begin the Server Failover Installation” on page 28. Check that the account is part of the domain, and that the name and password

are correct, by logging into the domain.

17. Click Next.

The Proposed Cluster Configuration dialog box opens.

2 Automatic Server Failover Installation

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.

Verify Resources

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.

Configuring the Cluster Service

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.

You might be prompted for an account. If so, use a domain user account, such as the Cluster

Installation Account referred to in

page 28. Do not use the Cluster Service Account (Service Execution User).

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, use SECLUSTER2. See “List of IP Addresses and Network Names” on

page 30.

“Before You Begin the Server Failover Installation” on

2 Automatic Server Failover Installation

7. Click Advanced.

The Advanced Configuration Options dialog box opens.

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

9. Click Next.

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

Configuring the Cluster Service

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.

A warning icon displays next to “Reanalyzing cluster.” In this case, the warnings do not indicate a problem.

16. Click Next.

17. Click Finish.

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

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 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.

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.

Configuring Rules for the Cluster Networks

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.

2 Automatic Server Failover Installation

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 that the quorum disk is using

Q, set the startup times for each node, and test the cluster installation.

disk

The following sections provide procedures for these tasks:

• “Verifying the Quorum Disk” on page 53

• “Setting the Startup Times on Each Node” on page 53

• “Testing the Cluster Installation” on page 55

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. On either node, 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.

After Setting Up the Cluster

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.

2 Automatic Server Failover Installation

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

1. On the first node, 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.

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.

7. Repeat this procedure on the second node.

Testing the Cluster Installation

Click Groups

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.

The Cluster Administrator window opens.

After Setting Up the Cluster

2. In the left pane, open the Groups folder, right-click Cluster Group, and select Move Group.

The group and all its resources are moved to the other node. Disk Q is brought online on the second node. Make sure the window displays that the second node is now the owner of the Resources and that all resources are online.

2 Automatic Server Failover Installation

All resources are online

Second node is now 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.

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 57

• “Assigning an IP Address to the MSDTC Group” on page 58

• “Assigning a Network Name to the MSDTC Group” on page 59

Installing the Distributed Transaction Coordinator

• “Creating a Physical Resource for the MSDTC Group” on page 60

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

page 60

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 30.

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

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.

2 Automatic Server Failover Installation

You can use any name for the group name, however Avid suggests you use MSDTC.

4. Click Next.

The Preferred Owners dialog box opens.

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

6. Click Finish.

The group is created.

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:

- 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 30.

Installing the Distributed Transaction Coordinator

4. Complete the Dependencies dialog box as follows:

- Leave the Resource dependencies list empty.

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 30.

- Subnet mask: displays subnet for the network

- Network: select the default network connection: Right-subnet or Left-subnet (for ISIS), or Public (for MediaNetwork).

- Select Enable NetBIOS for this address

6. Click Finish.

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:

- 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 30.

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:

- 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 30.

5. Click Next.

6. Complete the Dependencies dialog box as follows:

- 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:

- 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 30.

5. Click Next.

6. Complete the Dependencies dialog box as follows:

- Add MSDTC DISK R and MSDTC NAME to the Resource dependencies list.

7. Click Finish.

Bringing the MSDTC Online

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

Installing the Distributed Transaction Coordinator

To bring the MSDTC online:

1. Initialize the MSDTC Log file by doing 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 by right-clicking MSDTC, and selecting 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 following Microsoft article:

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

2 Automatic Server Failover Installation

Installing the Interplay Engine

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

• “Disabling Any Web Servers” on page 62

• “Installing the Interplay Engine on the First Node” on page 62

• “Installing the Interplay Engine on the Second Node” on page 81

• “Bringing the Interplay Engine Online” on page 82

• “Testing the Complete Installation” on page 82

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

(Rolling Upgrade)” on page 84.

Disabling Any Web Servers

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

If you followed the procedures in this document no action is required, since the only web

server installed at this point is the IIS and it is disabled.

Installing the Interplay Engine on the First Node

The following sections provide procedures for installing the Interplay Engine on the first

“List of IP Addresses and Network Names” on page

node. For a list of example entries, see

30.

• “Preparation for Installing on the First Node” on page 63

• “Starting the Installation and Accepting the License Agreement” on page 63

• “Installing the Interplay Engine Using Custom Mode” on page 64

• “Bringing the Disk Resource Online” on page 78

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

Installing the Interplay Engine on the First Node

Preparation for Installing on the First Node

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

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

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

• Public Network: the name of the public network connection. For ISIS, select Left-subnet. For MediaNetwork, select Public. For ISIS, you set the other public network connection after the installation. See

page 78.

To check the public network connection on the first node, open the Network Connections panel in the Windows Control Panel and look up the name there.

• Shared Drive: the letter for the shared drive that holds the database. Use S: for the shared drive letter.

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

Installation” on page 28.

“Bringing the Disk Resource Online” on

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

When installing the Interplay Engine for the first time on a machine with cluster services,

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

Starting the Installation and Accepting the License Agreement

To start the installation:

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.

2 Automatic Server Failover 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. Continue the installation as described in the next topic.

Installing the Interplay Engine Using Custom Mode

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

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

• “Specifying Cluster Mode During a Custom Installation” on page 65

• “Specifying the Interplay Engine Details” on page 66

• “Specifying the Interplay Engine Name” on page 68

• “Specifying the Destination Location” on page 69

• “Specifying the Default Database Folder” on page 69

• “Specifying the Share Name” on page 70

• “Specifying the Configuration Server” on page 71

• “Specifying the Server User” on page 73

• “Specifying the Server Cache” on page 74

• “Enabling Email Notifications” on page 75

• “Installing the Interplay Engine for a Custom Installation on the First Node” on page 76

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

(Rolling Upgrade)” on page 84.

Installing the Interplay Engine on the First Node

Specifying Cluster Mode During a Custom Installation

To specify cluster mode:

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

2. Click Next.

The Specify Cluster Mode dialog box opens.

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

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

To specify the Interplay Engine details:

1. Type the following values:

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

service IP address. For a list of example names, see “List of IP Addresses and

Network Names” on page 30.

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

- Public Network: For ISIS, select Left-subnet. For MediaNetwork, select Public. For

ISIS, you set the other public network connection after the installation. See

“Bringing the Disk Resource Online” on page 78.

To check the public network connection on the first node, open the Network Connections panel in the Windows Control Panel and look up the name there.

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

for the shared drive letter.

Installing the Interplay Engine on the First Node

Specifying the Interplay Engine Name

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

2. Click Next.

The Specify Interplay Engine Name dialog box opens.

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

To specify the Interplay Engine name:

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

- The Server Name is used by clients to identify the server. If you only use Avid Interplay Clients on Windows computers, you can use the Network Name as the server name. If you use several platforms as client systems, such as Macintosh Linux®, you need to specify the static IP address that you entered for the resource

and

2 Automatic Server Failover Installation

group in the previous dialog box. Macintosh systems are not always able to map server names to IP addresses. If you type a static IP address, make sure this IP address is not provided by a DHCP server.

2. Click Next.

The Specify Destination Location dialog box opens.

Specifying the Destination Location

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

To specify the destination location:

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

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

2. Click Next.

The Specify Default Database Folder dialog box opens.

Specifying the Default Database Folder

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

Installing the Interplay Engine on the First Node

To specify the default database folder:

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

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

2. Click Next.

The Specify Share Name dialog box opens.

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Specifying the Share Name

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

To specify the share name:

1. Accept the default share name.

Avid recommends you use the default share name WG_Database$. This name is visible on all client platforms, such as Windows 98, Windows ME, Windows NT Windows 2000 and Windows XP.The “$” at the end makes the share invisible if you browse through the network with the Windows Explorer. For security reasons, Avid recommends using a “$” at the end of the share name. If you use the default settings, the directory S:\Workgroup_Databases is accessible as \\InterplayEngine\WG_Database$.

2. Click Next.

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

Specifying the Configuration Server

Set for both nodes.

Use this option for Interplay Archive Engine

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

Installing the Interplay Engine on the First Node

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

To specify the server to act as the CCS server:

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

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

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

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

2 Automatic Server Failover Installation

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

2. Click Next.

The Specify Server User dialog box opens.

Specifying the Server User

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

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

“Before You Begin the Server Failover Installation” on page 28.

“Automatic Server Failover Tips and Rules” on page 89.

To specify the Server Execution User:

1. Type the Cluster Service Account user login information.

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

Installing the Interplay Engine on the First Node

Specifying the Server Cache

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.

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

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

For more information on the Preview Server cache and Preview Server configuration, see

“Avid Workgroup Preview Server Service” in the Avid Interplay Engine and Avid Interplay Archive Engine Administration Guide.

To specify the server cache folder:

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

2. Click Next.

2 Automatic Server Failover Installation

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.

To enable email notification:

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

The Email Notification Details dialog box opens.

Installing the Interplay Engine on the First Node

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

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

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

4. Click Next.

The installer modifies the file Config.xml in the Workgroup_Data\Server\Config\Config directory with your settings.

The Ready to Install dialog box opens.

2 Automatic Server Failover Installation

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

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

To install the Interplay Engine software:

1. Click Next.

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

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

2. Click Continue.

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

3. Do one of the following:

Installing the Interplay Engine on the First Node

t Click Finish.

t Analyze and resolve any issues or failures reported.

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

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

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

(Rolling Upgrade)” on page 84 or in the Avid Interplay ReadMe.

Bringing the Disk Resource Online

To bring the Disk Resource online:

1. After the installation is complete, start the Cluster Administrator tool by clicking Start and selecting Programs > Administrative Tools > Cluster Administrator.

2 Automatic Server Failover Installation

Avid Workgroup Disk is online

2. Open the Avid Workgroup Server resource group.

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

The Avid Workgroup Disk resource should be online and 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. (Avid 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.

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:

Installing the Interplay Engine on the First Node

Avid Workgroup Address 2

- 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 30.

d. Complete the Dependencies dialog box as follows:

- Leave the Resource dependencies list empty.

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

- Address: type the second Interplay Engine service Avid Unity ISIS IP address. See “List of IP Addresses and Network Names” on page 30

- 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.

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.

2 Automatic Server Failover Installation

Affect the group option

Installing the Interplay Engine on the Second Node

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

Node” on page 81.

To install the Interplay Engine on the second node:

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

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

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

Interplay Engine on the First Node” on page 62. 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.

“Installing the Interplay Engine on the Second

Bringing the Interplay Engine Online

3. Click OK.

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

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.

Bringing 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.

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.

2 Automatic Server Failover Installation

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 (Rolling Upgrade)

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.

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

the Avid Interplay ReadMe. The ReadMe describes an alternative method of updating a cluster, in which you lock and deactivate the database before you begin the update.

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. 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.

To update a cluster:

1. Determine which node is active.

a. Select Control Panel > Administrative Tools > Cluster Administrator.

b. Open the Groups folder and check the owner column for the Avid Workgroup

Server.

Consider this the first node.

2. Make sure this node is also the owner of the Cluster and the MSDTC groups. If these groups are not on the active node, right-click each group and select Move Group.

3. Run the Interplay Engine installer to update the installation on the non-active node (second node). Select Typical mode to reuse values set during the previous installation on that node. Restart as requested and continue with Part 2 of the installation. The installer will ask you to restart again after Part 2.

Do not move the Avid Workgroup Server resource group to the second node yet.

4. Make sure that first node is active. Run the Interplay Engine installer to update the installation on the first node. Select Typical mode so that all values are reused.

2 Automatic Server Failover Installation

5. During the installation, the installer displays a dialog box that asks you to move the Avid Workgroup Server group to the second node. Move the group, 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. For a split database, update the workgroup.xml file (see “Updating the Workgroup.xml

File for a Split Database” on page 85).

7. 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 10.

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. See the Interplay Engine and Interplay Archive Engine Administration Guide for information on configuring Interplay for 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 Clustered System

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 on a Clustered System

To uninstall the Avid Interplay Engine, use the Avid Interplay Engine uninstaller, first on the inactive node, then on the active node.

To uninstall the Interplay Engine:

1. If you plan to reinstall the Interplay Engine and reuse the existing database, create a complete backup of the AvidWG database and the _InternalData database in S:\Workgroup_Databases. For information about creating a backup, see “Creating and Restoring Database Backups” in the Avid Interplay Engine and Avid Interplay Archive

Engine Administration Guide.

After the uninstall is complete, but before you reinstall the Interplay Engine, rename the folder S:\Workgroup_Data so that it will be preserved during the reinstallation process. In case of a problem with the new installation, you can check the old configuration information in that folder.

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

2. Make sure that both nodes are running before you start the uninstaller.

3. On the inactive node (the node that does not own the Avid Workgroup Server resource group), start the uninstaller by selecting Programs > Avid > Avid Interplay Engine > Uninstall Avid Interplay Engine.

2 Automatic Server Failover Installation

4. When you are asked if you want to delete the cluster resources, click No.

5. When you are asked if you want to restart the system, click Yes.

6. At the end of the uninstallation process, if you are asked to restart the system, click Yes.

7. After the uninstallation on the inactive node is complete, wait until the last restart is done. Then open the Cluster Administrator on the active node and make sure the inactive node is shown as online. (The nodes are shown in the lower part of the tree on the left side of the Cluster Administrator.)

8. Start the uninstallation on the active node (the node that owns the Avid Workgroup Resource Group).

9. When you are asked if you want to delete the cluster resources, click Yes.

A confirmation dialog box opens.

10. Click Yes.

11. When you are asked if you want to restart the system, click Yes.

12. At the end of the uninstallation process, if you are asked to restart the system, click Yes.

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 (nodes) directly. Use the virtual network name or IP address that has been assigned to the Interplay Engine resource group (see

Network Names” on page 30). 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 (see

Network Names” on page 30). 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.

“List of IP Addresses and

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.

Do Not Install the Interplay Engine 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.

3 Automatic Server Failover Tips and Rules

Do Not Change the Interplay Engine Server Execution User

The domain account that was entered when setting up the cluster (the Cluster Service Account —see

“Before You Begin the Server Failover Installation” on page 28) also has to

be the Server 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. For more information, see “Troubleshooting the Server Execution User Account” in the Avid Interplay Engine and Avid Interplay Archive Engine Administration Guide.

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.

Changing the CCS

If you specify the wrong Central Configuration Server (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).

Specifying an incorrect CCS can prevent login. See “Troubleshooting Login Problems” in the Avid Interplay Engine and Avid Interplay Archive Engine Administration Guide.

For more information, see “Understanding the Central Configuration Server” in the Avid Interplay Engine and Avid Interplay Archive Engine Administration Guide.

3 Automatic Server Failover Tips and Rules

Index

Antivirus software

running on a failover cluster

Apache web server

on failover cluster

Avid Unity environment

ISIS failover cluster connections SR2400

(illustration)

ISIS failover cluster connections SR2500

(illustration)

MediaNetwork failover cluster connections

SR2400 (illustration)

MediaNetwork failover cluster connections

SR2500 ( illustration) SR2400 server slot locations (failover cluster) SR2500 server slot locations (failover cluster)

Avid Unity ISIS

connections for failover cluster failover cluster connections SR2400 (illustration)

failover cluster connections SR2500 (illustration)

Avid Unity MediaNetwork

connections for failover cluster failover cluster connections SR2400 (illustration)

failover cluster connections SR2500 (illustration)

17 18

Central Configuration Server (CCS)

changing for failover cluster specifying for failover cluster

Cluster

overview See also Failover cluster

Cluster group

partition

Cluster installation

updating

Cluster Installation account

defined

Cluster network

configuring rules

Cluster service

configuring configuring on second node defined specifying name validating on first node

Cluster Service account

defined Interplay Engine installation specify name

Cluster system

monitoring

Binding order networks

configuring

Database folder

default location (failover cluster)

Distributed Transaction Coordinator

assigning resource to MSDTC group creating MSDTC resource group

Index

installing 56 resource group for

Email notification

setting for failover cluster

Failover cluster

connections in Avid Unity ISIS connections in Avid Unity MediaNetwork hardware and software requirements system components system overview

Hardware

requirements for failover cluster system

Heartbeat adapter

prioritizing

Heatbeat connection

configuring

Installation (failover cluster)

testing

Installing

Distributed Transaction Coordinator Interplay Engine (failover cluster)

Interplay Engine

Central Configuration Server, specifying for

failover cluster cluster details cluster information for installation default database location for failover cluster installing on first node Server Execution User, specifying for failover

cluster share name for failover cluster

IP addresses (failover cluster)

assigning to MSDTC group private network adapter

public network adapter required

License

agreement (failover server)

License requirements

failover cluster system

MSDTC resource group

creating creating physical disk

Network connections

naming for failover cluster

Network interface

renaming LAN for failover cluster

Network name

assigning MSDTC group

Network names

examples for failover cluster

Node

defined name examples setting startup time

Online resource

defined

Partition

for the cluster group

Port

for Apache web server

Private network adapter

configuring

Public Network

for failover cluster

Index

Public network adapter

configuring

Quorum disk 28

configuring verifying

Quorum resource

defined

RAID array

configuring for failover cluster

Registry

editing while offline

Resource group

connecting to

defined services

Resources

defined renaming

Rolling upgrade (failover cluster)

Server

setting startup time on each node

Server cache

Interplay Engine cluster installation

Server Execution User

changing specifying for failover cluster

Server Failover

overview See also Failover cluster

Service name

examples for failover cluster

Services

dependencies

Shared drive

configuring for failover cluster specifying for Interplay Engine

Slot locations

SR2400 server (failover cluster)

SR2500 server (failover cluster)

Software

requirements for failover cluster system

SR2400 server

slot locations (failover cluster)

SR2500 server

slot locations (failover cluster)

Subnet Mask

Troubleshooting

server failover

Uninstalling

Interplay Engine (failover cluster)

Updating

cluster installation

Virtual IP address

for Interplay Engine (failover cluster)

Virtual Server Address

Web servers

disabling

Windows Cluster Administrator

console

Index

Pinnacle Systems Interplay Engine - 1.2.4 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

Using This Guide

Symbols and Conventions

If You Need Help

Viewing User Documentation on the Interplay Portal

Accessing the Online Library

How to Order Documentation

Avid Training Services

1 Automatic Server Failover Introduction

Server Failover Overview

How Server Failover Works

Server Failover Requirements

Installing the Failover Hardware Components

SR2400 Slot Locations

SR2500 Slot Locations

Making Failover Cluster Connections in an Avid Unity ISIS Environment

Failover Cluster Connections in an Avid Unity ISIS Environment (SR2400)

Failover Cluster Connections in an Avid Unity ISIS Environment (SR2500)

Making Failover Cluster Connections in an Avid Unity MediaNetwork Environment

Failover Cluster Connections in an Avid Unity MediaNetwork Environment (SR2400)

Failover Cluster Connections in an Avid Unity MediaNetwork Environment (SR2500)

Clustering Terminology

2 Automatic Server Failover Installation

Server Failover Installation Overview

Before You Begin the Server Failover Installation

List of IP Addresses and Network Names

Preparing the Server for the Cluster Service

Setting the QLogic HBA Link Speed

Renaming the Local Area Network Interface on Each Node

Configuring the Private Network Adapter on Each Node

Configuring the Binding Order Networks on Each Node

Configuring the Public Network Adapter on Each Node

Joining Both Servers to the Active Directory Domain

Configuring the Cluster Shared-Storage 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

Bringing the MSDTC Online

Installing the Interplay Engine

Disabling Any Web Servers

Installing the Interplay Engine on the First Node

Preparation for Installing on the First Node

Starting the Installation and Accepting the License Agreement

Installing the Interplay Engine Using Custom Mode

Specifying 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

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

Bringing the Disk Resource Online

Installing the Interplay Engine on the Second Node

Bringing the Interplay Engine Online

Testing the Complete Installation

Updating a Clustered Installation (Rolling Upgrade)

Updating the Workgroup.xml File for a Split Database

Uninstalling the Interplay Engine on a Clustered System

Index