Upgrading Hyper-V Cluster Nodes to Windows 8 (Beta) – Part 2

This is a multipart series based on some lab test & work I did.

  1. Part 1 Upgrading Hyper-V Cluster Nodes to Windows Server 8 (Beta) – Part 1
  2. Part 2 Upgrading Hyper-V Cluster Nodes to Windows 8 (Beta) – Part 2
  3. Part 3 Upgrading Hyper-V Cluster Nodes to Windows 8 (Beta) – Part 3

Here’s part two of my adventures while upgrading or rather “transitioning” my Hyper-V cluster nodes to Windows 8. Transition is more correctly as you can not upgrade a cluster, you create a new cluster en recuperate the node. I did however not reinstall them but upgrade them. Why, because I can and I wanted to try it out to see what happens. For production purposes I do advise you to rebuild nodes from scratch using a well defined and automated plan if possible. I already mentioned this in Upgrading Hyper-V Cluster Nodes to Windows Server 8 (Beta) – Part 1

So we stopped Part 1 with a evicted and upgraded node. We’ll want to create a new cluster with that node and then transition the other nodes over to the new Windows 8 cluster one by one, or in batches, depending on how many you can afford to take down at one time. In this part we’ll just build our new Window 8 cluster with a single node. It’s a good thing this is possible as we can start a transition with just one node. This an easy part.

First of all we create a new cluster. I will all look very familiar if you’ve ever created a Windows 2008 (R2) cluster.

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The Create Cluster Wizard appears, read all the advice you want and click “Next”

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We select the node that we evicted from the old cluster and upgraded to Windows 8

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You now run the validation test for your cluster

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Let’s run ‘m all and see what it has to say.

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We get a summary of what notes will be tested and what tests will be run. Click “Next”

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The tests are running.

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We get a pass with some warnings. So we click “View Report” to take a look. It’s OK we only have one node, we don’t have storage yet and networking wise we still need to configure some things but we can create a one node cluster, So click “Finish”

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I named my new cluster “warriors”, the old one was called “warrior”.

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I define the IP Address for the Access Point for administering the cluster

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We’re ready to create the cluster so we click “Next” and the creation process starts

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And we’re informed we’ve have successfully created a cluster. Click Finish. Any experienced cluster builder should find this process very familiar without surprises.

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So now we have a cluster existing out of one node and we haven’t got any storage assigned yet.

We have several options for storage here. We could assign new storage but we cannot do a Quick Storage Migration between cluster using SCVMM2008R2 but that doesn’t fly as SCVMM2008R2 can’t manage Windows 8 clusters and I don’t know if it ever will.  We can do a good old manual or scripted export and import of the VMs what takes a considerable amount of time.

We can recuperate the old storage with the VMs still on there. This could get tricky as no two cluster should be able to see & use the storage at the same time. The benefit could be that we can just use the import type in Windows 8 ("Register the virtual machine in-place" (use the existing unique ID) and be done with it. We’ll try that one. We’ll still have some down time but it should be pretty fast. It’s only from Windows 8 on that we’ll be able to do Shared Nothing Live Migrations between clusters Smile We’ll address that in Part 3.

Upgrading Hyper-V Cluster Nodes to Windows Server 2012 (Beta) – Part 1

This is a multipart series based on some lab test & work I did.

  1. Part 1 Upgrading Hyper-V Cluster Nodes to Windows Server 2012 (Beta) – Part 1
  2. Part 2 Upgrading Hyper-V Cluster Nodes to Windows Server 2012 (Beta) – Part 2
  3. Part 3 Upgrading Hyper-V Cluster Nodes to Windows 8 (Beta) – Part 3

After I got back from the MVP Summit 2012 in Bellevue/Redmond I could wait to start playing with a Windows 8 Hyper-V cluster so I decided to upgrade my Windows 2008 R2 cluster nodes to Windows 8. That means evicting them on by one, upgrading them and adding them to a new Windows 8 cluster. As we can build a one node cluster this can be done a node at the time. This isn’t a fail proof definite “How To”, I’m just sharing what I did.

Evicting a node

Before evicting a node make sure all virtual machines are running on the other node(s). As you can see the cluster warrior has 2 nodes, crusader & saracen (I was listening to some Saxon heavy metal at the time I built that lab setup). We evacuated node saracen prior to evicting it.

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Evict the node & confirm when asked.

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When this is done all storage is off line to the node evicted from the cluster. No need to worry about that.

Upgrade that node to Windows 8

To anyone having installed/upgraded to Windows 2008 R2 this should all be a very recognizable experience. Being lazy, I left the iSCSI initiator configuration in there with the Hyper-V & failover cluster roles installed during the upgrade. Now for production environments I like to build my nodes from scratch to have an exactly known, new and clean installation base. But for my test lab at home I wanted to get it done as fast as possible. If only the days had more hours …For extra safety you can pull the plug (or disable the switch ports) on your iSCSI or FC connections and make sure no storage is presented to the node during the upgrade process. Now please do mind is use Intel server grade NIC adaptors for which Windows 8 beta has drivers. Your situation may vary so I can’t guarantee the 7 year old FC HBA in your lab server will just work, OK!?

So run setup.exe from the Windows 8 (Beta) ISO you extracted to a folder on the server or  from the (bootable) USB you created with the downloaded ISO.

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The Windows Setup installer will start.

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Click on “Install now” to proceed and start the setup process.

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Select to “Go online to get the latest updates for Setup (Recommended)”

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So it looks for updates on line.

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It didn’t find any but that’s OK.

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Select the installation you want. I went with for Server with a GUI as I want screen shots. But as I wrote in the blog post Windows 8 Server With GUI, Minimal Server Interface & Server Core Lesson with the Desktop Experience Feature you can turn it into a Server Core Installation and back again now. So no regrets with any choice you make here, which is a nice improvement that can save us a lot of time.

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Accept the EULA

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We opt to upgrade (in production I go for a clean install)

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I get notified that I have to remove PerfectDisk. I had an evaluation copy of Raxco PerfectDisk installed I used to do some testing with redirected CSV traffic and defragmentation (see Some Feedback On How to defrag a Hyper-V R2 Cluster Shared Volume).

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So the upgrade was cancelled.

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I uninstalled PerfectDisk but still it was a no go. I  had to remove all traces of it in the registry & files systems that the uninstall left or the upgrade just wouldn’t start. But after that it worked.

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That means we can kick of the upgrade! It all looks very familiar Smile It takes a couple of reboots and some patience. But all in all it’s a fast process.

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After this step it takes a couple of reboots and some patience. But all in all it’s a fast process. After some reboots and a screen that goes dark in between those …we get our restyled beta fish.

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And voila we’re where we need to be … Smile

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After the upgrade process I ran into one error. The GUI for Failover Clustering would not start. The solution if found for that was simply to remove that role and add it again. That did the trick.

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So this was a description of the first steps to transition a  Windows 2008 R2 SP1 cluster to a  Windows 8 (Beta) Cluster. As seen we evict the nodes one by one to upgrade them or do a clean install. In the latter case you’ll need to do the iSCSI initiator configuration again,  install the Failover Cluster role and in the case of a Hyper-V cluster the Hyper-V role. The nodes can than be added to a new Windows 8 cluster, starting out with a one node cluster. More on that in the second part of this blog post.