StarWind iSCSI Target for Microsoft Windows

Transcription

StarWind Software
Technical Reference Series
StarWind iSCSI Target for Microsoft Windows:
Diskless boot with winBoot/i
Thursday, March 05, 2009
www.starwindsoftware.com
Copyright © StarWind Software 2008-2009. All rights reserved.
StarWind Software
COPYRIGHT
Copyright © StarWind Software 2008-2009. All rights reserved. No part of this
publication may be reproduced, stored in a retrieval system, or transmitted in any
form or by any means, electronic, mechanical, photocopying, recording or otherwise,
without the prior written consent of StarWind Software.
TRADEMARKS
“StarWind”, “StarWind Software” and the StarWind and the StarWind Software logos
are trademarks of StarWind Software which may be registered in some jurisdictions.
All other trademarks are owned by their respective owners.
CHANGES
The material in this document is for information only and is subject to change without
notice. While reasonable efforts have been made in the preparation of this document
to assure its accuracy, StarWind Software assumes no liability resulting from errors or
omissions in this document, or from the use of the information contained herein.
StarWind Software reserves the right to make changes in the product design without
reservation and without notification to its users.
TECHNICAL SUPPORT AND SERVICES
If you have questions about installing or using this software, check this and other
documents first - you will find answers to most of your questions here or there. If you
need further assistance, please contact us.
StarWind Software
Table of Contents
Introduction
....................................................................................................... 4
Configuring.......................................................................................................
StarWind
5
Configuring
.......................................................................................................
the DHCP Server
17
Configuring
.......................................................................................................
winBoot/i
18
Initializing StarWind disk, formatting it and marking
as active ....................................................................................................... 36
Copying operating system to the sewly sreated boot
volume ....................................................................................................... 50
Conclusion....................................................................................................... 57
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Guide
Introduction
The diagram below illustrates the network architecture used throughout this
document. Note: winBoot/i Manager can be co-installed on the same machine
where StarWind iSCSI Target runs to simplify the hardware requirements and
whole configuration process.
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Configuring StarWind
During this initial phase you have to create a boot volume exported as an iSCSI
target.
Launch the StarWind console selecting Start -> All Programs -> StarWind
Software -> StarWind -> StarWind. After the console is launched its icon
appears in the system tray. Double click the icon with the left mouse button or
single click it with the right and select Start Management pup-up menu item.
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From the Connections tree please select the computer you wish to connect to.
By default, there is a single item in the tree (localhost) which represents a
loopback connection. Press the right mouse button over the desired host
(computer) and select the Connect… menu item. You will be prompted to enter
the login and password. Default ones are: test, test. You can always change
them later.
Select Connect… menu item to continue.
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The Login dialog asking for the User name and the Password input looks like
the one on the image shown below.
Press the OK button to continue.
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After you have successfully connected to the StarWind Service, please click
the right mouse button over the desired host (computer).
Select Add device… pop-up menu item to continue.
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In the wizard that appears, please select Image File device (the brief
description of each option is displayed in the right area of the wizard window).
You can display the online help by pressing the Help button.
Press the Next button to continue.
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Select Create new virtual disk to create a new virtual hard disk or Mount
existing virtual dsik to mount an existing virtual disk you’ve prepared before.
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If you have decided to create a new virtual disk please specify its location and
the name of the virtual disk you want to be created. Also you have to provide
the virtual disk size in megabytes. Check any additional parameters of the
virtual disk you want to create. Please refer to the online help for details
regarding those additional parameters (Compressed and Encrypted).
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Image File device has some extra parameters. Please refer to the online help
for details regarding those additional parameters (Asynchronous mode, Allow
multiple concurrent iSCSI connections (clustering), Read-Only mode and
Specify advanced options).
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Select an optional target name. Under this target name, the device will be
declared to the iSCSI initiators connecting to the StarWind over an IP network.
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Check if all of the device parameters are correct. Press the Back button if any
changes are required.
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The information about the recently created device is displayed on the last
wizard page (see picture below).
Press the Finish button to close the wizard.
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If everything went fine, the StarWind console should look like the sample
picture provided below.
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Configuring the DHCP Server
You can use, for example, the Microsoft DHCP server or a Linux/FreeBSD
DHCP server running on the different machine. Please refer to your particular
DHCP server documentation for details.
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Configuring winBoot/i
First of all, you need to install and activate the winBoot/i Server. Until
activated, the winBoot/i Server will display an error message on winBoot/i
clients attempting to connect to it. Please refer to the emBoot documentation
on how to do this.
At the second step, you need to configure the winBoot/i Server services.
Launch the winBoot/i console and start the emBoot PXE, TFTP and winBoot/i
services. This can be done by clicking on the Services node in the left-hand
panel and then double clicking the specific services listed in the right-hand
panel. Refer to these chapters of the emBoot help guide: Configuring the
emBoot PXE, TFTP and winBoot/i services, Implementing emBoot PXE
Service and DHCP on the same server, Implementing emBoot PXE Service
and DHCP on different network servers.
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Now you need to add a winBoot/i Client. Launch the winBoot/i Console.
Select the Clients node in the left-hand panel, right click it and select New, New
Client… from the context menu.
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On the Create New Client page, enter the client’s name (you can optionally
select to change the Windows machine name to match the one used with the
winBoot/i Client later) and MAC address of the NIC you plan to boot from.
Specify the MAC address using a xxxxxxxxxxxx hex format.
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The winBoot/i Client has been added.
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Now you need to add a winBoot/i Target. Select the Targets node in the lefthand panel, right click it and select New, New Target… from the context menu.
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On the Create New Target page, enter the IP address of the StarWind
computer as the Portal and also the Port (default value is 3260). Enter the
iSCSI Target name that you created in the Configuring StarWind iSCSI Target
section of this guide. To facilitate this you will need to have the Microsoft iSCSI
Initiator running on the winBoot/i Server machine. Leave all other options
untagged for now.
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The target has been added.
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Now you have to assign the iSCSI target configuration(s) to the winBoot/i
Client. Select the desired winBoot/i Client node in the left-hand panel, right
click it and select Add Target to Client from the context menu.
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Select target(s) from the list. You can select multiple targets by pressing the
Ctrl key while clicking on the desired target configuration.
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The target has been assigned to the client.
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Now you need to install the winBoot/i Client software package, accepting the
default values and restarting the machine at the end of the installation
process. While installing, check the Configure iSCSI Network Boot Support
option and select the network interface driver for the NIC that will be used to
boot via iSCSI.
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After installation you have to launch MS iSCSI Initiator. Switch to the
Discovery tab and specify the computer with StarWind installed or iSNS
server (if there is one configured over your network).
Press the Add button to continue.
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In the dialog that appears, type in the IP address of the computer with
StarWind installed and Port of that machine.
Then press the OK button.
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The Target Portal is added now.
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Switch to the Targets tab. Select the target name from the list and press Log
On… button to continue.
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In the Logon to Target dialog box press the OK to logon to StarWind iSCSI
Target.
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The target is now connected.
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At this step, you need to create an iSCSI boot volume. Login to the winBoot/i
Client machine, launch the Computer Management console and select Disk
Management. Initialize the disk, quick format it, set partition type as
“primary”, provide a drive letter and mark partition as “active” (a complete
step-by-step description is provided below in the Initializing StarWind disk,
formatting it and marking as “active” section of this manual).
Use the winBoot/i System Copy utility to copy the operating system to this
newly created drive (see the Copying operating system to the newly created
boot volume section of the manual below).
Now you can try to boot from the iSCSI volume to verify if everything is OK
with the machine. To do this you need to enter the winBoot/i Client computer
BIOS and enable PXE boot (also referred as boot from LAN or boot from
network).
Save the settings and exit the BIOS configuration utility. Check to see if
machine can successfully boot from the iSCSI volume.
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Initializing StarWind disk, formatting it and marking as active
The sequence of actions listed below allows a user to create the winBoot/i
compatible iSCSI boot device from the StarWind iSCSI Target exported iSCSI
volume. All of these actions should be performed at the client side.
Launch the Computer Management console, expand the Storage node and
select the Disk Management menu item. The Initialize and Convert Disk
Wizard appears. Follow the instructions of the wizard to initialize a new iSCSI
disk device.
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If you don’t have any other uninitialized disks attached to the client machine
then Disk 1 should be the only one wizard will ask you to perform initialization.
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At the next step you’d be asked to convert Basic disk to the Dynamic disk.
Don’t do this - uncheck the Disk 2 checkbox if it is already pre-selected.
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If everything went fine, you should see the last wizard page like the one below.
Press the Finish button to complete the wizard.
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When the initialization is complete, you have to create a new partition on the
device by right clicking on the unallocated space and selecting the New
Partition… menu item from the pop-up context menu. Follow the instructions
to create a new primary partition.
Select New Partition… menu item to continue.
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The first page of the Welcome to the New Partition Wizard should look like
the one provided below.
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As this is a brand new disk we need to allocate only one Primary partition on
it. Select Primary partition on the Select Partition Type page of the New
Partition Wizard.
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Now you need to specify the partition size. Use the whole allocated space for
the Primary partition - leave the Partition size in MB edit box untouched.
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Before formatting the volume you need to assign a Drive Letter or Path to it.
Pick up any drive letter you like from the drop down list of the available ones.
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Now you need to specify new file system details. It’s recommended to stick
with the NTFS and default Allocation unit size. You can enable Perform a
quick format option as doing a full format for huge volumes can take quite a
lot of time.
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If everything went fine you should see a picture like the one below.
Press the Finish to complete the wizard.
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Now you may start the Computer Management console and select the Disk
Management tree item from the Computer Management (Local) tree on the
left side panel. You should see a formatted disk volume displaying a status of
Healthy on both of the right side panels.
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Mark the new partition as Active by right clicking the new partition and
selecting Mark Partition as Active from the context menu. Close the
Computer Management console when done.
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Now the StarWind disk is allocated, formatted, marked as Active and ready to
be used. The volume status should change from just Healthy to the Healthy
(Active) like the one in the picture provided below.
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Copying operating system to the sewly sreated boot volume
Run the winBoot/i System Copy utility, selecting the System Copy menu item
from the winBoot-i Client sub menu.
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Select the Copy Mode. Read the description for more information.
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Select a Source Volume. Content from the source volume will be copied to the
destination volume with the System Copy utility.
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On the dialog page that appears, select the newly created drive as a
Destination Volume (J: on the sample page provided below).
Press the Proceed button to start copying.
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A confirmation dialog will appear.
Press the Yes button.
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During the file copy process you can watch the copy progress indication and
check the file names copied. After System Copy has completed the copy
process it will show a System Copy - Completed message like the one
provided below.
Press the Close button to finish.
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At this moment the iSCSI boot disk contains a complete operating system
image. You can switch the winBoot/i Client machine off. When powered
down you may wish to remove the local hard disk from the PC if you don’t
need it any more. You can now boot directly from the StarWind iSCSI Target
with the help of the winBoot/i Client.
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Conclusion
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Contacts
Support:
www.starwindsoftware.com/support
Support Forum:
www.starwindsoftware.com/forums
Sales E-mail:
[email protected]
US Headquarters
Phone:
617-449-7717
Fax:
617-505-5845
EMEA:
1-888-532-2203
StarWind Software Inc.
40 Mall Rd., Burlington
MA 01803, USA
www.starwindsoftware.com

StarWind iSCSI Target for Microsoft Windows

Transcription

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