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Windows Server 2003 : Clustering Servers - Understanding Clustering (part 1) - Clustering Types

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A cluster is a group of two or more servers dedicated to running a specific application (or applications) and connected to provide fault tolerance and load balancing. Clustering is intended for organizations running applications that must be always available, making any server downtime unacceptable. In a server cluster, each computer is running the same critical applications so that if one server fails, the others detect the failure and take over at a moment’s notice. This is called failover. When the failed node returns to service, the other nodes take notice and the cluster begins to use the recovered node again. This is called failback. Clustering capabilities are installed automatically in the Windows Server 2003 operating system. In Microsoft Windows 2000 Server, you had to install Microsoft Clustering Service as a separate module.

1. Clustering Types

Windows Server 2003 supports two types of clustering: server clusters and Network Load Balancing (NLB). The difference between the two types of clustering is based on the types of applications the servers must run and the nature of the data they use.

Important

Server clustering is intended to provide high availability for applications, not data. Do not mistake server clustering for an alternative to data availability technologies, such as RAID (redundant array of independent disks) and regular system backups.


Server Clusters

Server clusters are designed for applications that have long-running in-memory states or large, frequently changing data sets. These are called stateful applications, and they include database servers such as Microsoft SQL Server, e-mail and messaging servers such as Microsoft Exchange, and file and print services. In a server cluster, all the computers (referred to as nodes) are connected to a common data set, such as a shared SCSI bus or a storage area network. Because all the nodes have access to the same application data, any one of them can process a request from a client at any time. You configure each node in a server cluster to be either active or passive. An active nodereceives and processes requests from clients, while a passive node remains idle and functions as a fallback, should an active node fail.

For example, a simple server cluster might consist of two computers running both Windows Server 2003 and SQL Server and that are connected to the same Network-Attached Storage (NAS) device, which contains the database files. (See Figure 1.) One of the computers is an active node, and one is a passive node. Most of the time, the active node is functioning normally, running the database server application, receiving requests from database clients, and accessing the database files on the NAS device. However, if the active node should suddenly fail, for whatever reason, the passive node detects the failure, immediately goes active, and begins processing the client requests, using the same database files on the NAS device.

Figure 1. A simple two-node server cluster


See Also

The obvious disadvantage of this two-node, active/passive design is that one of the servers is being wasted most of the time, doing nothing but functioning as a passive standby machine. Depending on the capabilities of the application, you can also design a server cluster with multiple active nodes that share the processing tasks among themselves. You learn more about designing a server cluster later in this lesson.


A server cluster has its own name and Internet Protocol (IP) address, separate from those of the individual computers in the cluster. Therefore, when a server failure occurs, there is no apparent change in functionality to the clients, which continue to send their requests to the same destination. The passive node takes over the active role almost instantaneously, so there is no appreciable delay in performance. The server cluster ensures that the application is both highly available and highly reliable because, despite a failure of one of the servers in the cluster, clients experience few, if any, unscheduled application outages.

Windows Server 2003, Enterprise Edition, and Windows Server 2003, Datacenter Edition, both support server clusters consisting of up to eight nodes. This is an increase over the Windows 2000 operating system, which supports only two nodes in the Advanced Server product and four nodes in the Datacenter Server product. Neither Windows Server 2003, Standard Edition, nor Windows 2000 Server supports server clusters at all.

Planning

Although Windows Server 2003, Enterprise Edition, and Windows Server 2003, Datacenter Edition, both support server clustering, you cannot create a cluster with computers running both versions of the operating system. All your cluster nodes must be running either Enterprise Edition or Datacenter Edition. You can, however, run Windows 2000 Server in a Windows Server 2003, Enterprise Edition, or Windows Server 2003, Datacenter Edition, cluster.


Network Load Balancing

Network Load Balancing (NLB) is another type of clustering that provides high availability and high reliability, with the addition of high scalability as well. NLB is intended for applications with relatively small data sets that rarely change (or which might even be read-only) and that do not have long-running in-memory states. These are called stateless applications, and they typically include Web, File Transfer Protocol (FTP), and virtual private network (VPN) servers. Every client request to a stateless application is a separate transaction, so it is possible to distribute the requests among multiple servers to balance the processing load.

Instead of being connected to a single data source, as in a server cluster, the servers in an NLB cluster all have identical cloned data sets and are all active nodes. (See Figure 2.) The clustering software distributes incoming client requests among the nodes, each of which processes its requests independently, using its own local data. If one or more of the nodes should fail, the others take up the slack by processing some of the requests to the failed server.

Figure 2. A Network Load Balancing cluster


Network Load Balancing and Replication

Network Load Balancing is clearly not suitable for stateful applications such as database and e-mail servers, because the cluster nodes do not share the same data. If one server in an NLB cluster were to receive a new record to add to the database, the other servers would not have access to that record until the next database replication. It is possible to replicate data between the servers in an NLB cluster, for example, to prevent administrators from having to copy modified Web pages to each server individually. However, this replication is an occasional event, not an ongoing occurrence.


Network Load Balancing provides scalability in addition to availability and reliability because all you have to do when traffic increases is add more servers to the cluster. Each server then has to process a smaller number of incoming requests. Windows Server 2003, Web Edition, Windows Server 2003, Standard Edition, Windows Server 2003, Enterprise Edition, and Windows Server 2003, Datacenter Edition, all support NLB clusters of up to 32 computers.

Off the Record

There is also a third type of clustering, known as component load balancing (CLB), designed for middle-tier applications based on Component Object Model (COM+) programming components. Balancing COM+ components among multiple nodes provides many of the same availability and scalability benefits as Network Load Balancing. The Windows Server 2003 operating systems do not include support for CLB clustering, but it is included in the Microsoft Windows 2000 Application Center product.


Tip

Be sure you understand the differences between a server cluster and a Network Load Balancing cluster, including the hardware requirements, the difference between stateful and stateless applications, and the types of clusters supported by the various versions of Windows Server 2003.

Other  
  •  Windows Server 2003 : Administering Software Update Services (part 6) - SUS Backup and Recovery,Designing a Network Security Update Infrastructure
  •  Windows Server 2003 : Administering Software Update Services (part 5) - Configuring Automatic Updates Through Group Policy , SUS Troubleshooting
  •  Windows Server 2003 : Administering Software Update Services (part 4) - The Automatic Updates Client
  •  Windows Server 2003 : Administering Software Update Services (part 3) - Synchronizing SUS, Approving Updates
  •  Windows Server 2003 : Administering Software Update Services (part 2) - Configuring and Administering SUS - Configuring Software Update Services
  •  Windows Server 2003 : Administering Software Update Services (part 1) - Installing SUS on a Windows Server 2003 Computer
  •  Windows 7 : Understanding the User Account Control - INTERACTING WITH THE UAC
  •  Windows 7 : Understanding the User Account Control
  •  Windows Server 2003 : Supporting and Troubleshooting Terminal Server (part 5) - Managing User Sessions
  •  Windows Server 2003 : Supporting and Troubleshooting Terminal Server (part 4) - Managing and Troubleshooting Terminal Server - Device Redirection
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