0

Ansible for SQL Server DBAs. Available Now!

Header Logo
Blog DBA Challenges
Courses
Automated Sandbox Framework Ansible for SQL Server DBAs: Level 1
Log In
← Back to all posts
Connect
Share to…
Share

#008 Build a Windows Server Failover Cluster - Part 4

by Luke Campbell
Sep 28, 2024

 

 

We're getting closer to finishing the cluster build.  Last week you added a third network and configured it to isolate cluster traffic (aka heartbeat).

This week's challenge will focus on setting up the shared iSCSI disks and presenting those to both cluster nodes.  We'll utilize the 10.0.1.0/24 network to establish the connection between the iSCSI initiator (CLUSTER1SRV1 or CLUSTER1SRV2) and the iSCSI target (STORSRV1).

This challenge has four objectives.

  • Configure a new disk for STORSRV1 (you'll do this in the VM settings).
  • Create 4 virtual iSCSI disks and place them on the disk you created in step 1.
  • Connect the initiators, CLUSTER1SRV1 and CLUSTER1SRV2 to the iSCSI target.  
  • Initialize, partition, and format each of the 4 disks.  Assign drive letters to each.

 

 

Ready?


Estimated time to complete: Less than 2 hours.


Step 1: Add a disk to STORSRV1 

Let's avoid placing the iSCSI virtual disks on the C: drive.  This step will depend on which hypervisor you've used.  In my example, I used VMware Workstation Pro.

  1. Shutdown STORSRV1.
  2. Add a 100 GB virtual disk.  You can adjust this drive according to your environment.  Also, do not check "Allocate all disk space now" if you're using VMware Workstation Pro.  Space will be allocated as needed.
  3. Start the VM and initialize, partition, and format this drive using ReFS.  I used the drive letter E:  You can use Server Manager - File and Storage Services - Volumes - Disks to format the disk.  See the second screenshot for an example.  Set the drive label to iSCSI.

 

Step 2: Create 4 virtual disks

Next, you'll create the 4 iSCSI virtual disks using Server Manager - File and Storage Services - iSCSI.  Use the iSCSI Virtual Disk Wizard to create each disk.  Place these on the E drive you created in Step 1.

Once the wizard starts, configure each disk accordingly (adjust to match your environment).

Disk witness - You're building a two-node cluster with each node having the same number of votes (1).  To create and maintain a quorum, a tie-breaking vote must be introduced.  This disk will serve as the cluster's third voting element.  You have other options for the cluster quorum configuration, such as a cloud witness or file share witness (see here for additional information on configuring the quorum).  If the cluster can maintain 2 of the 3 votes, it will retain a quorum and remain online.  See here for an overview of cluster quorum.

  • Name - cluster1_disk_witness
  • Size - 2 GB
  • Dynamically expanding
  • Target Name and Access - STORSRV1
  • Access Servers - Add CLUSTER1SRV1 and CLUSTER1SRV2 (you'll need to add these one at a time)
  • Enable Authentication - We're going to enable CHAP.  Why?  

    Security becomes a critical factor when setting up iSCSI connectivity between your SQL Server cluster nodes and storage devices. One method to secure the iSCSI connections is using the Challenge-Handshake Authentication Protocol (CHAP). CHAP provides a way to ensure that the connection between initiators (SQL Server nodes) and targets (storage) is authenticated and secured. Without CHAP, the iSCSI connections are more vulnerable to unauthorized access, potentially exposing your storage and SQL Server data to security risks.  Enter a username and password.  Remember these, as you'll need them in Step 3.  

    Repeat the process for the following disks.

Tempdb

  • Name - cluster1-tempdb
  • Size - 10 GB
  • Dynamically expanding
  • Target Name and Access - Existing target - STORSRV1

Data

  • Name - cluster1-data
  • Size - 60 GB
  • Dynamically expanding
  • Target Name and Access -Existing target - STORSRV1

Log

  • Name - cluster1-log
  • Size - 20 GB
  • Dynamically expanding
  • Target Name and Access - Existing target - STORSRV1

When you're finished, your setup should match the screenshot below.

Go ahead and take a look at E: using File Explorer.  You should see your four virtual disks.

 

Step 3: Connect the initiators

Next, you must connect the initiators to the target and disks.  Since you have multiple networks, you need to ensure you're using the 10.0.1.0/24 network.

Log on to CLUSTER1SRV1 and CLUSTER1SRV2 and open Server Manager.  Then, in the tools menu, select iSCSI initiator.  If you're prompted to start the service, go ahead and click ok then select iSCSI initiator again from the tools menu.

Enter "STORSRV1" in the box and click Quick Connect.  The connection will fail, but that's okay.  You enabled CHAP and will need to configure the connection to use the username and password set on the target.

Select the target in the box shown below, and click Connect.

Click Advanced.

You'll need to make two changes here.

  1. Change the Target portal IP to 10.0.1.1/3260.
  2. Check the box next to "Enable CHAP Logon."  Delete the current value in the Name box and enter the username and password you set on the target.

Here's how my settings look.  Don't forget to repeat these steps on both servers.

Click ok. Verify the status shows as connected.

 

Step 4: Initialize, partition, and format each of the 4 disks.  Assign drive letters as well.

The last step for this challenge.  You only need to do this on CLUSTER1SRV1 or CLUSTER1SRV2 (since they're shared disks). 

To perform these steps, you can use Server Manager - File and Storage Services - Volumes - Disks. 

Configure the 2 GB disk as:

  • Drive Letter - Q:
  • File System - ReFS
  • Allocation Unit Size - Default
  • Volume Label - quorum

Configure the 10 GB disk as:

  • Drive Letter - T:
  • File System - ReFS
  • Allocation Unit Size - 64K
  • Volume Label - tempdb

Configure the 60 GB disk as:

  • Drive Letter - E:
  • File System - ReFS
  • Allocation Unit Size - 64K
  • Volume Label - data

Configure the 20 GB disk as:

  • Drive Letter - F:
  • File System - ReFS
  • Allocation Unit Size - 64K
  • Volume Label - log

 

When finished, open "This PC" and verify all disks are shown.

FYI, you won't see these on the other node just yet.  But, you will next week when we complete the WSFC cluster build.

Helping Others and Sharing Your Results

That's it for this week. 

If you have tips other readers can learn from, please share them in the comments.  You can message me on LinkedIn or post about it and tag me with the #dbachallenges hashtag.

Feedback

If there's a DBA Challenge you'd like to see, let me know by replying to this email.  

P.S.  If you're a DBA managing 10s or 100s of instances and feeling overwhelmed, I’d love your input on a few quick questions:

 1. What’s your biggest frustration with managing SQL Server?

 2. What concerns you most about automation?

 3. Where do you need the most support in automating SQL Server management?

 4. What would the ideal solution be if you could solve these issues?

I'm currently building Ansible for SQL Server DBAs.  It's the step-by-step program that helps overworked DBAs automate and manage large-scale environments without the need to work extra hours.  

 Ansible for SQL Server DBAs: Level 1

Feel free to reply to this email and share your thoughts anytime—I’m all ears!

Good luck and I'm looking forward to seeing your results!

Luke

Responses

Join the conversation
t("newsletters.loading")
Loading...
#016 Leveraging Ansible Variables to Configure Lock Pages in Memory
You've probably seen it happen.  During peak load on a SQL Server instance, the operating system occasionally pages out parts of SQL Server's memory to disk, causing performance slowdowns.  And you've probably read how Lock Pages in Memory can help address this issue.   Granting this user right can be time-consuming and error-prone when done manually especially if you need to grant the permissi...
#015 Introduction to the Automated Sandbox Framework
2025 is just around the corner, and it's shaping up to be an exciting year for DBAs.  With Windows Server 2025 already here and SQL Server 2025 on the horizon, there's no better time to sharpen your skills and prepare for what's ahead. This year, I've focused on solving a common challenge for DBAs: how to quickly and consistently build test environments for learning and experimentation. In mid-...
#014 Introduction to the Enterprise Policy-Based Management Framework
It's been a few weeks since the last edition.  Life happens--between releasing Ansible for SQL Server DBAs, celebrating Thanksgiving, preparing for Christmas, and juggling the day-to-day demands of being a full-time consultant, it's easy to feel stretched thin.  Have you ever felt that way? But here's a question:  Are we just staying busy or moving toward our goals (we like to think so)?  Are o...

DBA Challenges

Helping you become a more efficient SQL Server Database Administrator through real-world challenges and automation.
Footer Logo
Policies Contact
© 2025 AUTOMATESQL LLC

Five Steps to Spot Automation Opportunities

Wondering if that task you're working on should be automated?  With your free Time Tracker Excel workbook, you're able to easily track and analyze how you spend your time throughout the day.

 

When you signup, we'll send you periodic emails with additional free content. Unsubscribe anytime.