Checklist: Setting Up a Failover Cluster in Which All Nodes Run Hyper-V

Applies To: Windows Server 2008

  Task Reference

Review hardware and infrastructure requirements for a failover cluster.

Failover Cluster Requirements (

Review the requirements and recommendations for failover clusters in which all nodes run Hyper-V.

Requirements and Recommendations for Failover Clusters in Which All Nodes Run Hyper-V (

Hyper-V Step-by-Step Guide: Hyper-V and Failover Clustering (

Install Hyper-V and the failover clustering feature on all servers in the cluster.

Installing Hyper-V (

Install the Failover Clustering Feature on a Set of Servers

Connect the networks and storage that the failover cluster will use.

Prepare Hardware Before Validating a Failover Cluster

For each physical adapter that the failover cluster will use, create a virtual network (external network).

Configuring Virtual Networks (

Run the Validate a Configuration wizard to confirm that the hardware and hardware settings of the servers, network, and storage are compatible with failover clustering. If necessary, adjust hardware or hardware settings and rerun the wizard.

Validate the Nodes, Networks, and Storage for a Failover Cluster

Create the failover cluster.

Create a New Failover Cluster

If the clustered servers are connected to a network that is not to be used for network communication in the cluster (for example, a network intended only for iSCSI or only for backup), then configure that network so that it does not allow cluster communication.

Modify Network Settings for a Failover Cluster

On the node that currently owns the storage that you will use for the clustered virtual machine, create a virtual machine, specifying Store the virtual machine in a different location and specifying the shared storage for the location.

Create Virtual Machines (

Install the operating system for the virtual machine and, if possible, integration services for the virtual machine.

Install a Guest Operating System (

Reconfigure the automatic start action for the virtual machine so that it does nothing when the physical computer starts.

Configuring Virtual Machines (

Run the High Availability Wizard and create a clustered instance of a virtual machine.

Configure a Virtual Machine for High Availability

Test failover of the clustered virtual machine.

Verify the Configuration and Failover of a Clustered Service or Application

Additional references