Friday, March 16, 2007

Step by step: How to install exchange 2003 cluster part VI

Let's create clustered back end exchange servers.

* We will be using two 2003 r2 enterprise servers.
* It's IPs are and
* We will create a private network for a heartbeat monitoring.
* It will use two shared SCSI disks. (Q: and X:)

1. Create two directories, name them as "exbe01" and "exbe02". (exbe = exchange backend)
2. Copy files under the "Windows 2003 R2 ENT - Base" folder to each "exbe01" and "exbe02" folders.
3. Open them on the VS admin web site, one by one, and go to "Virutal Machines" -> "Configure" -> "Windows 2003 R2 ENT - Base" , and change the machine names.
4. Do not start them yet.
5. Go to the top menu of the VS admin website.
6. Create a new network, this time call it a "heartbeat" and do not enable the DHCP.
7. On each machine add the "heartbeat" network.
- Visit the each machine's configuration and click network -> add -> select "heartbeat" -> ok
8. Add a new SCSI card to each machine.
Edit configuration -> SCSI Adapters -> select "Share SCSI bus for clustering"
exbe01 will use SCSI ID 6, exbe02 will use SCSI ID 7, add two SCSI adaptors each.

exch01 , Virtual SCSI adaptor 1 : ID 6 "Share SCSI bus for clustering"
exch01 , Virtual SCSI adaptor 2 : ID 6 "Share SCSI bus for clustering"
exch02 , Virtual SCSI adaptor 1 : ID 7 "Share SCSI bus for clustering"
exch02 , Virtual SCSI adaptor 2 : ID 7 "Share SCSI bus for clustering"

9. Create disks that will be used by shared SCSI cards. - Make sure both machines are off!
From the VS server admin web site, Virutal Disks -> Create -> Fixed size virtual disk.
Name the first HDD as "ExchangeQuorum" -> Size 1 GB.
Create another one this time name it as "ExchangeData" -> size 2GB, fixed size.

10. Change the configuration on exbe01, add the "ExchagneQuorum" disk to the first SCSI card (SCSI 0 ID 0).

11. Turn on the exbe01, leave the exbe02 off. -login to EXBE01
12. Setup the system
For the NIC 1 (Local Network)
IP :
default gateway :
for the NIC 2 (heartbeat)
IP :
No default gateway, no DNS

Join the domain.

Initialize and format the disk 1 (1GB), this will become a quorum disk , give disk letter Q:, and label it as "quorum"
Initialize and format the disk 2 (2GB), this will become a exchange datbase and log disk , give disk letter X:, and label it as "exchange_db"

On the EXCH01
1. Go to the second NIC's properties
2. IP :
3. Subnet Mask :
4. default gateway: leave it empty
5. Click the Advanced button
6. On DNS tab: Uncheck "REgister this connection's addresses in DNS
7. On WINS tab: Uncheck the "Enable LMHOSTS lookup
8. On WINS tab: Disable NetBIOS over TCP/IP
9. OK

On the EXCH01
1. Start -> Administrative tools -> cluster administrator
2. On the "Open connection to cluter", on action "Create a new cluster" -> Ok
3. Next
4. Domain : (or the name of domain you created), Cluster name : exch-cluster, and Next
5. Next (verify that Computer name has "EXBE01")
6. It will start to analize, when it is done you should see this screen.

* If you get a yellow ! mark, go back to the beginning of this article and verify your work, you might missed to initialize Q / X drive or NIC 2.

7. Next>
8. IP :
9. Username : administrator, and fill out the password ( in real world, you should create a service account that has capability of creating machine)
10. Check the proposed Cluster configuration and make sure it has Q: for the quorum.
11. Next>
12. On cluster is created click the Next> button.
13. Finish.

You just created the exch-cluster, that will manage your virutal servers.

Install MSDTC on the exbe01. It is under Add remove program -> Wdinows components ->Appliocation server ->"Enable network DTC access"

Next time we will add exch02 to the exch-cluster.

Step by step: How to install exchange 2003 cluster part V

Let's build a Windows 2003 R2 Enterprise and re-use it.

1. From the VS Master status, Create a new machine and name it "Windows 2003 R2 ENT - Base"
2. Set it to use 512MB memory, and "Local Network".
3. Install 2003 R2 Enterprise edition and sysprep it.
4. Remove "Windows 2003 R2 ENT - Base" from the VS admin web site.
5. Done.

Friday, March 09, 2007

Step by step: How to install exchange 2003 cluster part IV

Let's create a domain controller.

1. Create a folder "Windows 2003 DC" on your HDD and copy files under "Windows 2003 R2 STD - Base" folder to the "Windows 2003 DC" folder.
2. From the Virutal server admin website, Virtual Machines -> Add. (You need to be on the "Master Status" to see the menu)
3. Locate the "Windows 2003 DC" folder and add the virtual machine.
4. Create a new private network, go to the Master sataus -> Virutal Networks -> Create

- Virtual Network name : Local Network

- Network adapter on physical computer : None(guest only)

- Do not setup DHCP.

Click OK

5. Set the "Windows 2003 DC" to use the "Local Network"

- Edit configuration -> Network Adapters -> Connect to : Local network -> Ok
6. Turn on the "Windows 2003 DC" machine and go through the setup process.
7. Login and set a static IP
IP :
subnet mask:

Default Gateway:

Prefered DNS server:


8. Let's setup a DC (We will put active directory and DNS and DHCP

9. Start -> All Programs -> Administrative tools -> Manage your server

10. Add or remove a role -> next

11. Typical Configuration for a first server -> Next

12. Active Directory domain name: <- you can change it if you want to. for example, and so on. this is your test lab anyway. 13. Next 14. On NetBIOS name screen : Next 15. On the Forwarding DNS queries, select "No, don't forward queries" (In real world this is the chance you can put DNS fwd) 16. On Summary of selections, Next -> Ok

17. It will configure DNS, DHCP and AD for you. easy huh?

18. System will reboot, it will take an awfully long time but that is typical for a DC. (when you reboot exchange server and DC at the same time, make sure DC boots up first and you can login to DC, and turn on exchange server. If not, exchange will not work)

19. Login with administrator's ID and password, from now on your administrator account is domain admin account. DCs don't have local admin account.

20. As soon as you logged in you will have this screen.

Read it carefully. Assign static IP has a red bar, because it was already done by you.
Next -> Finish.

21. You are done with DC.

Thursday, March 08, 2007

Step by step: How to install exchange 2003 cluster part III

Let's build a Windows 2003 R2 STD and re-use it.

1. On the Virtual Server Administration Website, select create under the "Virtual Machines".

2. Let's name it as "Windows 2003 R2 STD - Base" and give 512MB memory.

3. For the "Virtual Network Adapter" select "Not Connected".

4. And click the "Create" button.

5. Click the "CD/DVD" link. on this menu, select an ISO image of windows 2003 R2 std, if you dont' have one you can use host machine's CDROM ("Physical CD/DVD drive").

If you want to create an iso image (I recommand it) go to : this is a tool I use everyday.

6. Click OK

7. Turn on the machine by clicking the screenshot of the server. (it is not turned on yet, so you will have this little thumbnail below)

8. If you click the little screen shot again, you will get a Remote Control screen.
--To release the mouse, press the host key (which by default is the right ALT key).

9. Go through the installation process.

10. Once the installation is done, login to the machine and install the Virtual Machine edition by clicking the Click here to start Virtual Machine Additions setup link.

11. We will be using internal network so don't worry about patching it.

12. Do a sysprep.

13. Turn the machine off.

14. Locate the folder "Windows 2003 R2 STD - Base", this is your Windows 2003 R2 STD base machine. We will be using it to make a windows domain controller and exchange front-end servers(optional), remove the "Windows 2003 R2 STD - Base" machine from the VS 2005 admin website.

Step by step: How to install exchange 2003 cluster part II

Let's install M$ virtual server 2005 R2.

1. Install IIS with

2. Run setup.exe for the virutal server 2005, you will get the screen below

3. Click the "Install Microsoft Virtual SErver 2005 R2" button
4. Accept the License Agreement and click next.
5. Put customer information and click next.
6. Select "complete" install and click next.
7. On the "Configure Components" take the default values and click next.
8. On the next window, click next.
9. On the next window, click install.
10. Click "finish"
To manage M$ VS 2005 R2, go to "Start -> All Programs -> Microsoft virtual server -> virtual server administration website"

Step by step: How to install exchange 2003 cluster part I

I will be using M$ virtual server 2005 R2, you can download it from M$ for free.

The machine will hold the guest machines, will need lots of memory.
If you are going to do all the steps below, you will need windows 2003 R2 Ent & 5+ GB memory at least
If you are going to do skip step 6 and 7, you will need windows 2003 R2 STD & 4GB memory at least.
100G+ HDD is also needed.

This is what we are going to do.

- Install and setup M$ virtual server 2005 R2.
- Build a Windows 2003 R2 standard.
- Copy and use the Windows 2003 R2 Std to build a Windows domain controller.
- Build a Windows 2003 R2 Ent.
- Copy and use the Windows 2003 R2 Ent to build two node exchange 2003 back-end clusters.
- Copy and use the Windows 2003 R2 Std to build a exchange Network Load Balanced front end server. (optional)
- How to apply service packs / patches.
- Simulate a node failure and recovery.
- Simulate a network failure and recovery.
- How to add more than 2 nodes.
- Simulate a quorum disk failure and recovery.