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August 1997

Storage Planning and Data Management for NT Clusters


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Several major platform vendors and business-critical application providers have begun to make formal announcements about their intent to support Microsoft's Wolfpack clustering initiative (for information on this initiative, see Joel Sloss, "Wolfpack Beta 2," June 1997). As a result, many systems administrators and designers are in a panic over planning for the orderly introduction of this new technology. Much of this planning will focus on load distribution and failover scenarios for key applications. Although many administrators and designers see storage planning and data management as minor components of the overall process, these factors are key to the success or failure of a clustering implementation.

As of this writing, Microsoft plans to formally announce Wolfpack's availability this summer. Several of the early adopter partners such as Compaq Computer, Digital Equipment, HP, IBM, NCR, and Tandem and other platform partners such as Amdahl, Siemens-Nixdorf, and Stratus will make available a broad range of Microsoft-certified clustering configurations. At the same time, cluster-aware versions of business-critical applications such as Oracle Parallel Server, SAP R/3, the Microsoft BackOffice Suite, and Computer Associates (CA) Unicenter TNG will complement these hardware announcements. These partnering forces will combine to quickly move this technology into the enterprise. During this time, many MIS executives will face a lot of marketing hype that oversells the ease of integrating these clustering solutions. Systems administrators faced with this situation need to realistically look at integrating clustering storage and data management components (for information about why you would need to implement a clustering solution, see Mark Smith, "Clusters for Everyone," June 1997).

Storage Pragmatics and Challenges
Each vendor that supports Wolfpack will offer a slightly different solution; therefore, you need to consider some common storage issues across the board. One key issue is the need to establish a storage hierarchy and a backup and fault recovery plan early on.

In establishing this storage hierarchy, you take a different approach from the one you typically take with Hierarchical Storage Management (HSM). Instead of focusing on classes of service (i.e., cache/SSD, online, nearline, offline) and the use of various storage devices (e.g., disk, tape, optical) to provide these classes, you need to focus on segregating SCSI disk storage devices and subsystems depending on whether they are server, Wolfpack, or application driven. With application-driven requirements, you also need to determine whether your disk requirements are for raw or formatted (NTFS) drives (raw for Oracle Parallel Server and other business-critical applications that manage their own disk space, and formatted for all other applications). You can then apply optional data protection and availability schemes (i.e., RAID, disk mirroring) to these hierarchies as you see fit.

Storage Requirements
Microsoft built Wolfpack Release 1 so that both servers in a Wolfpack pair operate in an active/active mode (for definitions of such terms, see "Clustering Terms and Technologies," June 1997). As a result, each server will support different sets of applications, day-to-day workloads, and licensed copies of applications from the other server in case one server fails over. This configuration requires that you prepare a worst-case approach to plan for RAM, cache, and disk capacity on each server and storage subsystem.

You also need to analyze which protection or availability scheme works best for each server and storage subsystem. No one scheme is universal, so you must plan for some type of partitioning or multiple storage device or subsystem.

In addition to these concerns, you must be aware that Wolfpack relies on a quorum drive (a dedicated drive--or spindle--that both servers share to store and retrieve quorum resource log information). It can be a single point of failure: If this drive crashes or becomes corrupt, Wolfpack loses all its housekeeping information and neither failover nor failback can occur. At a minimum, you must provide hardware mirroring on this drive or consider backup-on-the-fly, 24-hour-per-day protection.

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