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IIS 7.0 : Managing Configuration - Sharing Configuration Between Servers

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An entirely new feature in IIS 7.0 is the ability to have multiple Web servers share a single configuration file. This feature was designed with load-balanced Web farms in mind in order to eliminate the need to keep multiple server configuration in sync. Toward this end, shared configuration is an excellent feature that will be useful in many Web farm situations.

Note

Shared configuration is not a complete Web farm solution in itself, because it does not eliminate the need to synchronize application content and local components like SSL certificates or .NET assemblies registered in the GAC.


Enabling Shared Configuration

You can enable shared configuration using the IIS Manager. You’ll find the IIS Manager Shared Configuration icon in the features pane when the Server node is selected in the tree view. Look for it at the bottom in the Management section, as shown in Figure 1.

Figure 1. The Shared Configuration icon in IIS Manager.

Note

It is possible to enable shared configuration without using IIS Manager by modifying IIS configuration manually and performing all the necessary import steps. However, IIS Manager is recommended because it automates a lot of these steps and makes setting up shared configuration a lot easier than it otherwise would be.


How Shared Configuration Works

The basic notion behind shared configuration is to place the main configuration files for IIS 7.0 on a shared UNC path and have all the servers in the farm use the remote configuration store as if it were local. In addition, if you direct command line administration tools to modify settings on a server that uses the shared configuration, those instructions are redirected to the shared store. The net result is that if you have 10 servers sharing configuration, and you add an application pool, all 10 servers will have that pool immediately.

Setting up shared configuration involves three main actions: First, you have to create a location with the proper permissions and a user identity that will be used to access the content. Second, you must export the configuration files to a centralized location. Third, you have to set up the servers to use the shared configuration files instead of the local configuration files. At that point, they are all functionally identical.

Step 1: Preparing for Shared Configuration

The IIS Manager has to write to the remote configuration as a user of some kind, so it must be provided with the credentials of a local or domain user that has the correct permissions. So the first task is to create a user that has the correct permissions and then assign NTFS permissions for that user to the shared location.

1.
Create a user that you will use to provide read and write access to the shared configuration files. This can be a local user that has the same credentials on each server, or a domain user presuming all the servers are joined to a domain.

net user ConfigAccess HighSecurePasswordhere /add

2.
Create a folder that will contain the shared configuration files. This can be on one of the Web servers or the file server. The only real requirement is that it be accessible via a standard UNC share from all the servers.

3.
Configure the folder for sharing with the appropriate share permissions. We’ll use the SharedConfig folder in this example.

Net share sharedconfig$=%SystemDrive%\sharedconfig /grant:ConfigUser,Read
/grant:Administrators,Full /grant:System,Full

4.
Carefully inspect the configuration of the server you plan to use as the source for the shared configuration. The IIS 7.0 configuration you export will be shared by all the other servers, so take some time to make sure it is correct. You can, of course, change it after you’ve enabled shared configuration, but the changes will affect multiple servers at that time.

5.
Back up the existing configuration files with the following commands from an administrative command prompt.

windir%\system32\inetsrv appcmd add backup SharedConfigBackup

Step 2: Export the Configuration Files

1.
In the IIS Manager, click the server node and then double-click the Shared Configuration icon.

2.
In the Actions pane, click Export Configuration to open the Export Configuration dialog box, as shown in Figure 2.

Figure 2. The Export Configuration dialog box.

3.
Under Configuration Location in the Physical Path text box, enter the UNC path to shared configuration.

Note

You can export the configuration files to a local, nonshared path if you prefer and then manually copy the files to the shared location.

4.
Click Connect As and enter the credentials that have write access to the share. You could also enter administrative credentials here. These credentials are just used to write the configuration file in this export step and are not used for regular access to the shared configuration settings.

Caution

Do not use the ConfigAccess credentials you created for accessing the configuration from the Web server. These credentials should not have write access to the share.

5.
Under Encryption Keys, enter a password that will be required to protect the exported encryption keys when transported off the server. You will need to provide this password on any server that will use the shared configuration files so that it can import the exported encryption keys. Note that the password must be at least eight characters, have a symbol, mixed case, and a number before it will be accepted. At this time, creating the encryption key cannot be automated.

6.
Press OK. You will see a message that says the export was successful.

At this point you have not yet enabled shared configuration, just created a set of files that could be used for shared configuration. Before you proceed, you might want to see what was (and was not) copied. See the sidebar titled “Inspecting the Exported Configuration Files” for more information.

Inspecting the Exported Configuration Files

Open the location where you exported the files and examine the contents. You’ll find a copy of applicationHost.config, administration.config, and an encrypted file named ConfigEncryptedKey.key. The .key file is used to decrypt any secrets stored in the .config files. For this to work, all the servers in the farm have to know a shared secret, and that’s the reason for a strong key to be entered when you export these configuration settings. By default, there are no secrets in the config files, because the anonymous user is now a built-in account and no longer requires a password since it cannot be used to log on to the server. In addition, the IWAM account found on IIS 4.0, IIS 5.0, and IIS 6.0 is deprecated. However, many companies use unique identities as principals for application pools and the IIS anonymous user in order to increase security and provide more granular details in audit logs.

Passwords created in the IIS manager associated with UNC paths, applications pool principals, and custom anonymous users are encrypted and stored in the configuration files. These encrypted items cannot be deciphered by default on other IIS 7.0 servers. Shared configuration, however, makes this possible by allowing you to export the encryption keys from the server whose configuration is being exported and reimport them to all other machines using the shared configuration.

You should note that you will not see any web.config, custom modules, Web site content, certificates, or other files that are related to the server configuration. Centralized configuration enables sharing of applicationHost.config and administration.config files only. All other items needed to keep the servers functionally identical need to be managed by processes you institute outside of IIS 7.0.

Note that you can expect to see tools or updates to this feature from the IIS team after Windows Server 2008 is released that will help with replication and synchronization tasks.


Step 3: Enable Shared Configuration

You’re now ready to enable shared configuration. Typically, you’ll start with the server used for the shared configuration export. Exporting the configuration does not automatically cause the server to start using the exported settings. In fact, if you make any changes at this point to the IIS 7.0 configuration, you will see them on the local server, but unless you re-export the configuration, the shared configuration will not have the most recent changes.

The procedure is simple and is the same for each server:

1.
In the Shared Configuration feature, select the Enable Shared Configuration check box.

2.
Enter the Physical Path, User Name, and Password you used to create the share and user for the share. In our example, this would be:

Path: \\Contoso\SharedConfig\

User: ConfigAccess

Password: HighSecurePasswordHere

3.
At the prompt, enter the password you used to export the settings. You will see the message shown in Figure 3.

Figure 3. Backing up encryption keys.

This message informs you that if you decided to revert back to your local settings, the IIS Manager will fix your encryption keys so they will work on your local configuration files. Otherwise, any passwords you entered in the configuration system for UNC paths, custom anonymous users, or application pool identities could not be deciphered by IIS.

4.
Click OK to close the message box. You will see another message that says you need to close and reopen the IIS Manager and reset (stop and start) the Web Management Service for changes to take effect. When you close and reopen the IIS Manager, you will load the redirected configuration files instead of the local files. Restarting the Management Service will cause remote administration requests to be redirected.

You will need to repeat this procedure on each server.

Shared Configuration Considerations

Shared configuration will help to reduce the administrative burden of configuration replication between servers in a Web farm. It is not, however, a Web farm management tool. You will still need to manage replication of any content or configuration item that is local to a server in the farm. This typically involves such items as content replication, directory structure maintenance, SSL certificates, recycling of services, operating system updates, registering COM objects, placing new content in the .NET global assembly cache, network configuration, and other settings that are stored locally.

Consider the scenario in which you want to change the type of application pool from Classic to Integrated. This is one of the few settings that will cause an application pool to recycle. Making changes that affect the application pool environment, such as the application pool type or pool identity, will cause all of your application pools to recycle across all the shared servers, potentially resulting in your Web application becoming unavailable for a short period of time. As a result of this and other scenarios such as content updates, you will want to devise a method for rolling in updates so that you can more precisely control the settings.

For example, if you need to make a configuration change that would result in a recycle, you should export the settings from a second server to a new shared location. This server will be the only one using that location while the other servers in the farm continue to deliver requests. You then make the updates you want to this server and test the results. When you are satisfied, you move the other shared servers to the new shared location in series. If at any time you don’t like what’s going on, you can roll back to the prior configuration. If things proceed well, you will continue moving each server over until all the servers are using the new configuration.

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