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August 2007

High Availability for MOSS 2007 Server Farms


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Executive Summary:
To keep your Microsoft Office SharePoint Server (MOSS) 2007 deployment up and running, remember these points: Use a two-tiered or three-tiered architecture for your MOSS 2007 server farm. The two-tier approach features a clustered Microsoft SQL Server back end and a front-end server for Web content and application services.In the three-tier design, Web servers serve only Web content, and the application services are delegated their own servers. Use Microsoft Network Load Balancing (NLB) to load balance front-end servers. Use Microsoft Cluster Service (MSCS) to cluster the database back-end servers.


Microsoft Office SharePoint Server (MOSS) 2007 answers many business needs, from document storage and information sharing to centralized project tracking to exposing business intelligence (BI) data. As such, MOSS is considered a business-critical application in most organizations, and therefore you need to ensure that the services provided are available when needed. In this overview of MOSS 2007 high availability, I discuss four key areas that will help you design and deploy a highly available SharePoint environment: selecting the appropriate architecture, understanding core services and their availability options, implementing your high-availability strategy, and planning for failures.

Architecture Selection
There are many ways to design a MOSS farm, but it's important to choose a farm layout that is conducive to high availability. Factors such as budget, availability of hardware, desired performance, and service level agreements (SLAs) will affect the number of servers in your farm and their placement. There are two basic SharePoint architectures that provide high availability: the two-tier architecture and the three-tier architecture. Figure 1, illustrates both architectures.

The Web content tier consists of servers that host the Microsoft IIS Web sites that deliver content to the end user. The application tier hosts all the background services (e.g., Excel Web Access, Search) that are used by Web parts to display information to the end user.

The two-tier approach features a clustered Microsoft SQL Server back end and a Web server front end. In this scenario, the front-end servers host the Web content and the application-tier functionality. The benefit of the two-tier approach is that it's simpler to design and implement than the three-tier setup. The major drawback comes in potential performance loss if there's a heavy reliance on Excel Calculation Services, which performs calculations on Excel workbooks stored in the database, and other application-layer services.

In the three-tier design, Web servers serve only Web content, and the application services are delegated their own servers. You need to keep in mind a few caveats, which I discuss later on a per-service basis. The main benefit of the three-tier approach is that it's highly scalable, allowing for easy expansion. On the downside, it's more complex and harder to monitor and maintain.

You also need a load-balancing technology. Network Load Balancing (NLB) and Microsoft Cluster Service (MSCS) are Microsoft's two load-balancing technologies. In an NLB architecture, machines host the same data and share an IP address that clients use to access the load-balanced site or service. Requests are divided up between the load-balanced hosts according to rules set by an administrator. In an MSCS environment, hosted services reside in virtual servers. Virtual servers are a group of services required to run a clustered application; they are coupled with an IP address, network name, and usually a shared physical disk that all nodes in the cluster have access to. When one node fails, the next node configured as a possible owner of the service takes the shared resources (IP, network name, physical disk) and starts the necessary services, thereby starting the virtual server. In our example, we'll use NLB on front-end servers and MSCS to cluster the SQL Server back end.

Note that when load-balancing the front-end servers, keep in mind that NLB operating in unicast mode with a single NIC will prevent inter-host communications, possibly interfering with the functionality of the farm. In this situation, it's usually best to implement the NLB cluster in Internet Group Management Protocol (IGMP) multicast mode (provided your switch vendor supports this). Alternatively, you can use a third-party hardware load-balancing solution.

Because failover clusters depend on their shared storage, your storage design is important. There are many shared-storage devices available today, taking advantage of different technologies from Fibre Channel to iSCSI. The one consideration that you need to take into account regardless of the technology leveraged is storage redundancy. It does no good to have redundant servers if your storage device represents a possible single point of failure. If the situation warrants redundancy, it probably warrants redundant storage devices. For both two-tier and three-tier scenarios, SQL Server must be set in an active/passive failover cluster. This provides for redundancy and ensures that the failure of one node doesn't affect the availability of the database.

Services and Availability Options
Knowing the core SharePoint services, their functions, and methods for providing redundancy, when possible, will help you keep the server farm highly available. MOSS 2007 has five key services:

  • The Web Server serves Web content to end users.

  • The Query service provides query functionality for MOSS 2007 search.

  • Excel Calculation Services performs calculations on Excel workbooks stored in the database.

  • The Index service collects and propagates the results of SharePoint Search crawls. This information is then used by the Query service to return search results.

  • Windows SharePoint Services (WSS) 3.0 Search provides search functionality in the absence of Query and Index services, and provides full text search of SharePoint Help.

Only the first three services in the list can be made redundant in your server farm, and Table 1 shows you how to do so. The remaining two services, WSS Search and the Index service, can't be made redundant.

The WSS Search service isn't required if you're running the Query service and the Index service, unless you want full-text search in SharePoint Help. If you do, you can run WSS Search on the same server farm as the Query and Index services with no change in functionality.

Note that although you can't make these services redundant via load balancing or by installing them on multiple servers, it's possible to make them redundant by installing them on a Microsoft Virtual Server virtual machine (VM) and using MSCS to cluster them. Bear in mind that this redundancy protects only from hardware issues, and might not provide the desired level of performance. For more information on clustering VMs, visit http://www.windowsitpro.com/articles/index.cfm?articleid=45901&feed =articleLink.

You can attain database redundancy by using a clustered SQL Server configuration; you would then configure SharePoint to use the SQL cluster virtual server during installation. For more information about clustering SQL Server, see the SQL Server 2005 Books Online (BOL—http://technet.microsoft.com/en-us/sqlserver/bb428874.aspx) materials and search for "clustering."

Note: During the install of SQL Server 2005 to multiple cluster nodes, keep in mind that the installation must be performed from one of the nodes; however, if you're logged on to one of the other target nodes during the installation, the install on that node will fail.

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Reader Comments
Hmm.. Strange to see the strories like this.
You say: "It does no good to have redundant servers if your storage device represent a possible single point of failure".
But also you "recommend" to use NLB, which is not able to detect software level errors. Meaning, if the web site goes down for some reason, NLB still behaves like there are no problems.
Also even your storage is HA designed, you still have a Quorum disk in cluster. If you lost that the whole cluster shutdown.

Pepi August 29, 2007 (Article Rating: )


I would like to read the rest of the article please

sgray@aot.com September 05, 2007 (Article Rating: )


Incomplete

pavancrm April 27, 2008 (Article Rating: )


Even after I login I cannot see the whole article..anything wrong with this??

sanjaypatnaik June 03, 2008 (Article Rating: )


http://windowsitpro.com/Windows/Articles/ArticleID/96301/pg/2/2.html

tomchan111 August 06, 2008 (Article Rating: )


I have to remind myself to not go to this site, if this is the rubbish it publishes. If you are going to publish an article publish the whole thing and don't waste peoples time

dkast August 14, 2008 (Article Rating: )


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