Setting up Failover Clustering in Windows Server 2022

Posted on 20th June 2023

Failover Clustering is a high availability and disaster recovery solution that helps protect your applications and data from unexpected failures. It is a technology that enables you to create a group of independent computers that work together to increase the availability and scalability of clustered applications and services.

When a failure occurs, Failover Clustering automatically detects the failure and fails over the clustered services or applications to another node in the cluster. This helps ensure that your applications and services are always available.

You can use Failover Clustering to create a cluster in Windows Server 2022. This article provides an overview of Failover Clustering and describes how to create a cluster in Windows Server 2022.

What is Failover Clustering?

Failover Clustering is a high availability and disaster recovery solution that helps protect your applications and data from unexpected failures. It is a technology that enables you to create a group of independent computers that work together to increase the availability and scalability of clustered applications and services.

When a failure occurs, Failover Clustering automatically detects the failure and fails over the clustered services or applications to another node in the cluster. This helps ensure that your applications and services are always available.

You can use Failover Clustering to create a cluster in Windows Server 2022. This article provides an overview of Failover Clustering and describes how to create a cluster in Windows Server 2022.

What are the benefits of Failover Clustering?

Failover Clustering provides the following benefits:

-Increased availability of applications and services: If a node in a cluster fails, Failover Clustering automatically fails over the clustered roles or applications to another node in the cluster. This helps ensure that your applications and services are always available.

-Improved scalability: You can use Failover Clustering to scale up your applications and services by adding nodes to the cluster. This helps improve the performance of your applications and services.

-Simplified administration: You can use the Failover Cluster Manager snap-in to manage the failover clusters in your environment. This helps simplify the administration of failover clusters.

-Increased security: You can use Failover Clustering to create a cluster in a perimeter network. This helps improve the security of your failover cluster.

How does Failover Clustering work?

Failover Clustering works by creating a group of independent computers that work together to increase the availability and scalability of clustered applications and services.

When a failure occurs, Failover Clustering automatically detects the failure and fails over the clustered services or applications to another node in the cluster. This helps ensure that your applications and services are always available.

You can use Failover Clustering to create a cluster in Windows Server 2022. This article provides an overview of Failover Clustering and describes how to create a cluster in Windows Server 2022.

How do I create a Failover Cluster?

To create a failover cluster, you must first install the Failover Clustering feature on each node in the cluster. For more information, see Installing the Failover Clustering feature.

After you install the Failover Clustering feature, you can use the Failover Cluster Manager snap-in to create the failover cluster. For more information, see Creating a Failover Cluster.

What are the requirements for Failover Clustering?

Failover Clustering has the following requirements:

-You must have a minimum of two nodes.
-Each node must be running Windows Server 2022.
-Each node must have at least one network adapter.
-You must have a shared storage device that is supported by Failover Clustering. For more information, see Supported storage for failover clusters.

In addition, your environment must meet the following requirements:

-The nodes must be connected to the same subnet.
-You must have a domain controller in the same domain as the nodes.
-The nodes must be able to resolve the fully qualified domain names (FQDNs) of the other nodes.
-You must have an account that has administrative privileges on all of the nodes.
-The account that you use to create the failover cluster must be a member of the local Administrators group on each node.

What are the supported storage options for Failover Clustering?

Failover Clustering supports the following storage options:

-Direct attached storage
-Storage area network (SAN)
-iSCSI storage
-SMB 3.0 file shares

For more information, see Supported storage for failover clusters.

What are the networking requirements for Failover Clustering?

The nodes in a failover cluster must be connected to the same subnet. In addition, the nodes must be able to resolve the FQDNs of the other nodes.

How do I configure networking for Failover Clustering?

To configure networking for Failover Clustering, you must first install the Failover Clustering feature on each node in the cluster. For more information, see Installing the Failover Clustering feature.

After you install the Failover Clustering feature, you can use the Failover Cluster Manager snap-in to configure the networking for the failover cluster. For more information, see Configuring networking for a failover cluster.

What are the quorum options for Failover Clustering?

failover clusters use a quorum model to provide availability in the event of a partial failure of the cluster. The quorum model that you use for a failover cluster depends on the number of nodes in the cluster and the type of storage that you are using.

For more information, see Quorum models for failover clusters.

How do I choose a quorum model for my failover cluster?

The quorum model that you use for a failover cluster depends on the number of nodes in the cluster and the type of storage that you are using.

For more information, see Quorum models for failover clusters.

A failover cluster is a group of independent computers that work together to increase the availability and scalability of clustered roles (services and applications). If one of the nodes in a failover cluster goes down, other nodes begin to provide service (a process known as failover).

The failover cluster feature is available in the Datacenter and Standard editions of Windows Server 2022.

To set up failover clustering in Windows Server 2022, you’ll need to:

1. Install the Failover Clustering feature on each node
2. Configure quorum settings
3. Join nodes to the cluster
4. Configure clustered roles

Installing the Failover Clustering feature is a two-step process: first, you’ll need to install the Failover Clustering feature on each node, and then you’ll need to install the Failover Clustering Tools.

To install the Failover Clustering feature:

1. Open Server Manager, and then click Manage.
2. Click Add Roles and Features.
3. On the Before you begin page, click Next.
4. On the Installation Type page, click Role-based or feature-based installation, and then click Next.
5. On the Server Selection page, click the server on which you want to install the Failover Clustering feature, and then click Next.
6. On the Server Roles page, click Next.
7. On the Features page, click Failover Clustering, and then click Next.
8. On the Confirm installation selections page, click Install.
9. On the Installation Progress page, click Close when the installation is complete.

To install the Failover Clustering Tools:

1. Open Server Manager, and then click Manage.
2. Click Add Roles and Features.
3. On the Before you begin page, click Next.
4. On the Installation Type page, click Role-based or feature-based installation, and then click Next.
5. On the Server Selection page, click the server on which you want to install the Failover Clustering Tools, and then click Next.
6. On the Server Roles page, click Next.
7. On the Features page, click Failover Clustering Tools, and then click Next.
8. On the Confirm installation selections page, click Install.
9. On the Installation Progress page, click Close when the installation is complete.

After you’ve installed the Failover Clustering feature on each node, you’ll need to configure quorum settings. The quorum is the minimum number of nodes that must be operational for the failover cluster to function.

There are three quorum models that you can choose from:

1. Node Majority: This is the recommended quorum model for failover clusters with an odd number of nodes. In a Node Majority quorum, each node has a vote, and the witness does not have a vote.
2. Node and Disk Majority: This quorum model is recommended for failover clusters with an even number of nodes. In a Node and Disk Majority quorum, each node has a vote, and the witness has a vote.
3. Node and File Share Majority: This quorum model is recommended for failover clusters that are located in separate geographic locations (such as a main site and a disaster recovery site). In a Node and File Share Majority quorum, each node has a vote, the witness has a vote, and the file share witness has a vote.

To configure quorum settings:

1. Open the Failover Cluster Manager.
2. In the left pane, click the failover cluster that you want to configure.
3. In the center pane, click the Configure Cluster Quorum Settings Wizard.
4. On the Before You Begin page, click Next.
5. On the Select Quorum Configuration page, click the quorum model that you want to use, and then click Next.
6. On the Confirm Settings page, click Next.
7. On the Summary page, click Finish.

After you’ve configured quorum settings, you’ll need to join nodes to the failover cluster. To join nodes to the failover cluster:

1. In the Failover Cluster Manager, in the left pane, click the failover cluster that you want to configure.
2. In the center pane, click the Add Node Wizard.
3. On the Before You Begin page, click Next.
4. On the Select Servers page, click the server that you want to add to the failover cluster, and then click Next.
5. On the Confirm Addition of Nodes page, click Next.
6. On the Summary page, click Finish.

After you’ve joined nodes to the failover cluster, you’ll need to configure clustered roles. There are two types of clustered roles:

1. Active-Passive: In an active-passive clustered role, one node is active, and the other nodes are passive. If the active node fails, one of the passive nodes takes over.
2. Active-Active: In an active-active clustered role, all nodes are active. If one node fails, the other nodes continue to provide service.

To configure clustered roles:

1. In the Failover Cluster Manager, in the left pane, click the failover cluster that you want to configure.
2. In the center pane, click the Configure a Cluster Wizard.
3. On the Before You Begin page, click Next.
4. On the Select Servers page, click the server that you want to configure as a clustered role, and then click Next.
5. On the Select Role page, click the clustered role that you want to configure, and then click Next.
6. On the Confirm Selection page, click Next.
7. On the Summary page, click Finish.