The following are the high level steps required to turn an existing 2-node File Server cluster into a 3-node multisite cluster using SteelEye DataKeeper Cluster Edition. The same steps can be applied to most cluster resource types including Hyper-V, DHCP, Generic Service, etc. However, if you are working with a SQL Server cluster the steps will be slightly different as adding a node to the cluster is done through the SQL installation process and not the Failover Cluster Manager.
These instructions assume you have at least base level knowledge of Windows Server Failover Clustering and some familiarity with SteelEye DataKeeper Cluster Edition. Also, these instructions do not address any changes which may be required to support cross subnet failover utilizing the new “OR” functionality introduced in Windows Server 2008 R2. For further information on deploying multisite clusters refer to the following resources:
Step 1 – Start with a traditional shared storage cluster
Step 2 – Remove any Physical Disk resources from the clustered service
Step 3 – Delete the Cluster Disk from Available Storage
Step 4 – Bring the shared volume Online on all cluster nodes
Step 5 – Verify that the volumes brought online all have the same drive letter across cluster nodes. At this time Disk Management may not display the drive letters but you should be able to verify the drive letters through Windows Explorer.
Step 6 – Change your Quorum type to node majority (if you will have an odd number of nodes) or Node and File Share Majority (if you have an even number of nodes).
[EDIT] – This is no longer necessary as of Windows Server 2016 since the quorum is maintained with Dynamic Quorum and Dynamic Witness
Step 7 – Delete the volume resource that is in Available Storage
Step 8 – Create your mirror
Step 9 – Add the remote Node to the cluster*
* IMPORTANT NOTE
If you are using Windows Server 2008 R2 SP1 , you must not do this step through the Failover Cluster Manager GUI. Changes were made in SP1 to support symmetric storage however these changes actually make deploying multisite clusters more complicated in some circumstances. If you are using SP1 and want to add a node to a multisite cluster that is using a 3rd party storage class resource like DataKeeper, the only way to add a node without causing the cluster disks resources to be added back into the cluster (which really causes a mess to clean up) is to use PowerShell to add the node as described here http://technet.microsoft.com/en-us/library/ee461047.aspx
Step 10 – Add the DataKeeper Volume Resource
Step 11 – Change the DataKeeper Volume Parameters to associate it with the replicated volume
Step 12 – Redefine the cluster dependencies
Step 13 – Reboot the 3rd node to ensure the DataKeeper volume resource type is registered in Failover Clustering
Step 14 – Test your new multisite cluster
Keep in mind that only a shared source or the current target of a mirror can come online; you cannot bring a shared target online if it is not the current target of the mirror. In an unexpected failure Windows will follow the preferred owners list until it finds a node that is available to come online. In a manual Online if you try to bring a node Online that is not a shared source or a current target the Online will fail and the current node will remain online. Check the DataKeeper GUI to verify which node is currently the target of the mirror. [EDIT] – As of Windows Server 2016 it is advisable to create two different cluster sites and group the two local clusters in Site1 and the DR node in Site2. This ensures that failover only happens locally, unless all the local nodes have failed. Cluster Site Awareness is described in this blog post https://techcommunity.microsoft.com/t5/failover-clustering/site-aware-failover-clusters-in-windows-server-2016/ba-p/372060