Configuring Hyper-V over Highly Available SMB Storage

Windows Server "8"


Configuring Hyper-V over Highly Available SMB Storage

In this lab, you will learn how to configure a file server cluster to support running Hyper-V virtual machines from SMB file shares. You will create the file share, configure delegation, and then create a new VM on SMB storage.


After completing this lab, you will be able to:
  • Configure a failover cluster with a highly available SMB share.
  • Configure a Hyper-V server to leverage SMB storage.
  • Configure a file share to be used by Hyper-V.
IMPORTANT: This lab is designed to be run in a hosted environment, and leverages virtualized Hyper-V servers. You will therefore be unable to start any virtual machines you create. This is by design, as the lab is written to focus on the configuration required only.


Before working on this lab, you must have:
1. An understanding of concepts such as virtual machines, virtual hard disks, and virtual networks
2. An understanding of concepts related to clustering.

Overview of the lab

In this lab, you will learn how to configure a file server cluster to support running Hyper-V virtual machines from SMB file shares. You will create the file share, configure delegation, and then create a new virtual machine on SMB storage.

Intended audience

This lab is targeted at administrators who wish to replace traditional DAS or SAN-based storage with virtual machines with highly-available SMB-based storage.

Virtual machine technology

This lab is completed using virtual machines that run on Windows Server Hyper-V ™ technology. To log on to the virtual machines, press CTRL+ALT+END and enter your logon credentials.

Computers in this lab

This lab uses computers as described in the following table. Before you begin the lab, you must ensure that the virtual machines are started and then log on to the computers.
All user accounts in this lab use the password Passw0rd!

Note regarding pre-release software

Portions of this lab include software that is not yet released, and as such may still contain active or known issues. While every effort has been made to ensure this lab functions as written, unknown or unanticipated results may be encountered as a result of using pre-release software.

Note regarding user account control

Some steps in this lab may be subject to user account control. User account control is a technology which provides additional security to computers by requesting that users confirm actions that require administrative rights. Tasks that generate a user account control confirmation are denoted using a shield icon. If you encounter a shield icon, confirm your action by selecting the appropriate button in the dialog box that is presented.

Exercise 1: Creating a File Server Cluster

In this exercise, you will create a new file cluster which is suitable for running virtual machines. You will create the Application File Server Cluster, and then create the shared folder in a manner suitable for storing Hyper-V virtual machines.

Adding File Services to the cluster nodes

In this step, you will add the File Services role to the nodes of an existing, unconfigured cluster.

Switch to the DC computer.
1. Log on to DC as Contoso\Administrator.
2. Click Server Manager.
3. Click All Servers.
4. Right-click NODE1, and then click Add Roles and Features.

5. Click Next three times.



6. In Roles, expand File and Storage Services, check File Services, and then click Next.


7. Continue clicking Next, and then click Install.


8. Click Close.
9. Repeat this process to add File Services to NODE2.
10. Use the status area to verify the installation completed successfully.
11. Installation is completed when the progress bar is completed.
Figure 1: Completed installation
Creating the cluster
In this step, you will configure a file server cluster role suitable for hosting highly available SMB file shares.
Perform this task logged on to DC as Contoso\Administrator with the password Passw0rd!
1. Open Server Manager.
2. On the Tools menu, click Failover Cluster Manager.
3. Click, and then click Configure Role.
4. Click Next, and then click File Server.
5. Click Next.
6. Select File Server for scale-out application data, and then click Next.

7. In Name, type ClusterFS.


8. Click Next, and then on the Confirmation page, click Next again.


9. On the Summary page, click Finish.

10. In Failover Cluster Manager, expand, and then click Storage.

11. Right-click Cluster Disk 2, and then click Add to Cluster Shared Volumes.


NOTE: The CSV technology has been extended to include other cluster roles such as file servers.

Creating the shared folder

In this step, you will create a shared folder for Hyper-V. This shared folder will be configured for continuous availability and will have permissions configured so that the Hyper-V computer account has access to the share.

Perform this task logged on to DC as Contoso\Administrator with the password Passw0rd!

1. In Failover Cluster Manager, click Roles, and then click ClusterFS.

2. Click Add Shared Folder.


NOTE: It may take a few minutes for the cluster name to become available.
NOTE: If you receive a message indicating that the Network Name is not yet available, it may be necessary to run the command IPConfig /FLUSHDNS on your computer.

3. In Select Profile, click SMB Share – Server Application, and then click Next.


4. In Share Location, click C:\ClusterStorage\Volume1, and then click Next.


5. In Share name, type VMStore, and then click Next.

NOTE: The share type has a default setting of Enable continuous availability. This ensures the file share can fail over to an alternate node without interrupting the client, even if active file operations are ongoing.

6. Click Next.


7. Click Customize Permissions.


8. Click Add, then click Select a principal.


9. Click Object Types, select Computers, and then click OK.


10. Type HV1, and then click OK.


11. In Permissions, click Full Control.


NOTE: The computer account for any Hyper-V server must have the ability to write to ACLs on the file share, so full control is required.

12. Click OK.

13. Click the Share tab.

14. Click Allow Everyone, and then verify the access is Full Control.


15. Click OK.

16. Click Next.

17. Click Create, and then click Close.


Verifying the shared folder

In this step, you will verify the shared folder you created is available.

Perform this task logged on to DC as Contoso\Administrator with the password Passw0rd!

1. Click Windows PowerShell.

2. Type the following command, and then press ENTER. The command will return TRUE if the path is available.

Test-Path \\clusterfs\vmstore

3. Verify the Shared Folder VMStore is available in Windows Explorer.

Exercise 2: Configuring Delegation

In this exercise, you will enable the delegation required to ensure the Hyper-V server can access file shares when running SMB-based virtual machines. Hyper-V computers must have their computer accounts enabled for delegation. Optionally, constrained delegation can be used to limit the configuration to only the CIFS service.

Enabling delegation for HV1

In this step, you will enable delegation. Delegation is required on the computer account of each Hyper-V server which will leverage the highly available SMB share.

Perform this task logged on to DC as Contoso\Administrator with the password Passw0rd!

1. Open Server Manager.

2. On the Tools menu, click Active Directory Users and Computers.

3. Navigate to Computers.

4. Click HV1, and then on the Action menu, click Properties.


5. On the Delegation tab, click Trust this computer for delegation to any service (Kerberos only).


NOTE: You can implement constrained delegation for increased security by limiting delegation to the CIFS service.

6. Click OK.

7. Click Windows PowerShell.

8. Type Restart-Computer HV1 –Force, and then press ENTER.

Ensure you wait for HV1 to fully restart before proceeding. You can switch to the console of HV1 to verify it has restarted. This can take 5-6 minutes to complete.

Exercise 3: Creating an SMB-based Virtual Machine

In this exercise, you will use the Hyper-V UI to create a new virtual machine which leverages the shared file server cluster for its VHD and configuration storage. Note that this configuration does not make the virtual machine highly available. Host clustering of Hyper-V is required to do this. This configuration allows the virtual machine to leverage a highly-available file server instead of costly SAN storage as its primary storage location.

Creating an SMB-based virtual machine
In this step, you will use Hyper-V Manager to create a new SMB-based virtual machine. You will use RDP to access the HV1 computer from DC.

It is critical to understand that this training lab uses a virtualized Hyper-V server for educational purposes. As such, the VM you create will not be able to start. This is by design, and not a limitation of Hyper-V or the training environment.

Perform this task logged on to DC as Contoso\Administrator with the password Passw0rd!

1. In Server Manager, click All Servers.

2. Right-click HV1, and then click Remote Desktop Connection.


3. In the Remote Desktop Connection box, type HV1, and then click Connect.

4. Log on as Contoso\Administrator with a password of Passw0rd!


5. In the HV1 remote session, on the desktop, open Hyper-V Manager.

6. Click New, and then click Virtual Machine.


7. Click Next.


8. In Name, type SMB-VM-1.

9. Check Store the virtual machine in a different location, and then in Location, type \\clusterfs\vmstore.


10. Click Next.

11. In Startup Memory, type 8, check Use Dynamic Memory for this virtual machine, and then click Next.


12. Click Next.


13. On Connect Virtual Hard Disk, click Next.


NOTE: The VHD Is being stored on the SMB share.

14. Click Finish.


WARNING: You cannot start this virtual machine. This is expected. HV1 is a virtualized Hyper-V server and starting virtual machines inside of an existing virtual machine is not possible. This task is for the purpose of learning or demonstrating the administrative process to enable this scenario.

15. Log off HV1 and close the RDP session.

Exercise 4: Validating Failover of Clustered SMB-Based Virtual Machines
In this exercise, you will examine the process of transferring the cluster file share containing virtual machines to another node. This process is identical if the virtual machines are powered off or running. If this process is completed when virtual machines are running, the virtual machines do not experience downtime or service interruption.

Transferring storage between nodes

In this step, you will transfer file server storage between cluster nodes.
Perform this task logged on to DC as Contoso\Administrator with the password Passw0rd!

1. Click Start, and then click Failover Cluster Manager.


2. Click Roles, and then click ClusterFS.

3. In the Action pane, click Move, and then click Select Node.


4. Note the selected node, and then click OK.

IMPORTANT: If your virtual machine was running, storage would have been transferred without the virtual machine being interrupted.

Exercise 5: Challenge
Using the steps in this lab, attempt to complete the following challenge to test your skills on this topic.

You must configure a new highly-available file server cluster and configure Hyper-V virtual machines to use this cluster. Your company has provided you with two file servers which already have shared storage implemented as a SAN. You have one Hyper-V server. Your company requires that Hyper-V configuration files and VHD files be stored on different LUNs for better storage management.


To complete this challenge, use the following servers:

Desired end state
A new virtual machine named Test-VM exists on HV2. The virtual machine has the configuration stored on a shared folder named VMConfig, which is managed by NODE1. The virtual machine has VHDs stored on a shared folder named VMVHD, which is managed by NODE2.

========================  THE END =====================

This lab is available here  :  Link

 Minimum System Requirements for Labs.

1.  Windows Vista or later recommended.
2.  Internet Explorer 8.0 or later.
3.  .NET Framework 3.5 SP1 or later.
4.​  The minimum screen resolution supported is 1280x800

Windows Server 8 Hands-on Lab Portal is available for learning and improve knowledge. 

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