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Deploying Windows Server 2012 (part 2) - Installing Windows Server 2012 - Planning partitions, Naming computers, Network and domain membership options

8/8/2013 3:33:59 PM
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4. Installing Windows Server 2012

For many situations in which you’re about to install Windows Server 2012 onto a new computer system—a bare-metal or a clean installation to a computer you can sit in front of—booting from the Windows Server 2012 distribution media is certainly the simplest approach. You need only configure the server to boot from the DVD-ROM by setting the boot device order in the firmware and provide information when prompted. The exception to this is when you must specify command-line switches or run the command line from within Setup. Alternatively, if you work in an environment that maintains standing images of operating systems in use, you can do an interactive installation from a deployment share on the network.

The way you install a server depends somewhat on its firmware interface.Computers can be either Basic Input Output System (BIOS) based or Extensible Firmware Interface (EFI) based. While BIOS-based computers normally use the master boot record (MBR) disk type for boot and system volumes, EFI-based computers normally use the GUID partition table (GPT) disk type for boot and system volumes. These two disk types are very different.

4.1 Installation on BIOS-based systems

When you are working with Windows Server 2012 on BIOS-based systems, you should be aware of the special types of drive sections used by the operating system:

  • Active The active partition or volume is the drive section for system cache and startup. Some devices with removable storage might be listed as having an active partition.

  • Boot The boot partition or volume contains the operating system and its support files. The system and boot partition or volume can be the same.

  • Crash Dump This is the partition to which the computer attempts to write dump files in the event of a system crash. By default, dump files are written to the %SystemRoot% folder, but they can be located on any partition or volume you choose.

  • Page File This is a partition containing a paging file used by the operating system. Because a computer can page memory to multiple disks, according to the way you configure virtual memory, a computer can have multiple page-file partitions or volumes.

  • System The system partition or volume contains the hardware-specific files needed to load the operating system. As part of software configuration, the system partition or volume can’t be part of a striped or spanned volume.

Note

Partitions and volumes are essentially the same thing. The term used varies at times, however, because you create partitions on basic disks and you create volumes on dynamic disks. Keep in mind, however, that a primary partition on a basic disk is a volume, and a logical drive in an extended partition is also a volume. On a BIOS-based computer, you can mark a partition as active using Disk Management.

Yes, the definitions of boot partition and system partition are backward from what you’d expect. The boot partition, in fact, does contain the \Windows directory—that’s just the way it is.

Although these volumes or partitions can be the same, they are required nonetheless. When you install Windows Server 2012, the Setup program assesses all hard-disk-drive resources available. Typically, Windows Server 2012 puts the boot and system volumes on the same drive and partition and marks this partition as the active partition. The advantage of this configuration is that you don’t need multiple drives for the operating system and can use an additional drive as a mirror of the operating system partitions.

4.2 Installation on EFI-based systems

A GUID partition table (GPT)–based disk has two required partitions and one or more optional (original equipment manufacturer [OEM] or data) partitions (up to 128 total):

  • EFI system partition (ESP)

  • Microsoft Reserved (MSR) partition

  • At least one data partition

Although EFI-based computers can have both GPT and MBR disks, the computer must have at least one GPT disk for booting.

4.3 Planning partitions

Now that you know how Windows Server 2012 uses disks on both BIOS-based and EFI-based computers, consider carefully how you want to partition the hard disk drives. The boot and system files require about 10 GBs of space. To allow for flexibility, you should create a partition for the operating system with at least 40 GBs. This allows for the addition of service packs and other system files later. Don’t forget that you should also have enough disk space for the pagefile and crash dump; I recommend reserving additional disk space equivalent to twice the installed RAM for this purpose.

Although a server could have a single hard disk with a single partition, it sometimes is better to have multiple partitions, even if the computer has only one drive. By using multiple partitions, you can separate operating system files from application data as might be a recommended best practice for the application. Although this permits the use of services that require installation on nonsystem partitions, it could make migrating to a future operating system more difficult.

Create additional partitions

If you plan to create multiple partitions, you don’t have to worry about doing it when installing the operating system. You can configure the Windows operating system to use a partition of the correct size, such as 40 GBs or more, and then create the other partitions that you want to use after the installation is finished.

For systems with multiple disks, this is a good time to think about whether you want to use a redundant array of independent disks (RAID) to add fault tolerance for the operating system. RAID can be performed at the hardware level or at the operating system level. You will find that the hardware-based RAID provides the best performance and is the easiest solution.

Increasingly, enterprises are using storage arrays. If your servers are allocated storage from storage arrays, keep in mind that each logical unit number, or LUN, assigned is a virtual disk and that the virtual disk likely is spread across multiple physical disks (also called spindles). Here, hardware RAID is configured within the storage array and you might not need additional software-based RAID. That said, several software RAID options are available and administrators often will want to implement one of these options as an additional safeguard, including

  • Traditional software RAID This is the software-based RAID technology built into the operating system and available in earlier releases of Windows.

  • Storage Spaces This is a new resilient storage solution available for Windows 8 and Windows Server 2012 that uses virtual disk technology. Storage Spaces are preferred over traditional software RAID.

RAID options include the following:

  • Disk striping (RAID 0)

  • Disk mirroring or duplexing (RAID 1)

  • Disk striping with parity (RAID 5)

Software-based RAID is implemented by using dynamic disks. For a bare-metal installation, the disks on the computer should be formatted as basic disks, and then after installation, you could upgrade to dynamic disks so that you can implement software-based RAID. On existing installations, the computer might already have dynamic disks, which could be the case if a computer is currently using Microsoft Windows Server and you are performing a new installation of Windows Server 2012. Keep in mind, however, that dynamic disks are deprecated for all usages except mirrored boot volumes. If you want to mirror the volume that hosts the operating system, you might want to use dynamic disks because this is one of the best approaches.

Important

Deprecated means that dynamic disks might not be supported in future releases of Windows and that you might not want to use dynamic disks on new Windows deployments. It doesn’t mean that you can’t use dynamic disks. Dynamic disks continue to be available in Windows 8 and Windows Server 2012.

For resilience, virtual disks that you create as part of a server’s Storage Spaces can use mirroring or parity as well. As part of software configuration, you cannot use RAID 0 with system or boot volumes. More typically, operating system files are mirrored, and application data is striped with parity. If you plan to mirror the operating system, you will need two disks. If you plan to create a RAID-5 volume for your data, you’ll need at least three disks.

4.4 Naming computers

It is surprising how few organizations take the time to plan out the names they’re going to use for their computers. Sure, it is fun to have servers named Lefty, Curly, Moe, Ducky, Ruddy, and Aardvark, but just what do the names say about the role and location of those servers? You guessed it—nothing, which can make it difficult for users and even other administrators to find resources they need. Not to mention the management nightmare that happens when your six cutely named servers grow to number 50 or 500.

Rather than using names that are cute or arbitrary, decide on a naming scheme that is meaningful to both administrators and users—and this doesn’t mean naming servers after the seven dwarfs or Lord of the Rings characters. OK, it might be cool—way cool—to have servers named Bilbo, Gandalf, Frodo, and Gollum. But pretty soon you’d have Galadriel, Boromir, Theoden, Eowyn, and all the rest of the cast. And at that point, you’d better be ready to field lots of questions, such as, “How do you spell Aeyowin, anyway?” or “What’s Thedding, and where is it again?”

To help users and ease the administrative burden, you might decide to use a naming scheme that helps identify what the computer does and where it is located. For example, you could name the first server in the Engineering department EngServer01 and the first server in the Technical Services department TechServer01. These names identify the computers as servers and specify the departments in which they are located. You might also have servers named CorpMail01 and CorpIntranet01, which identify the corporate mail and intranet servers, respectively.

Although naming conventions can be helpful, don’t go overboard. The names EngServer01, TechServer01, CorpMail01, and CorpIntranet01 help identify computers by role and location, but they aren’t overly complex. Keeping things simple should help ensure that the computer names are easy to remember and easy to work with. Stay away from overly complex names, such as SeattleSrvBldg48DC17 or SvrSeaB48F15-05, if at all possible. Overly complex names are unnecessary in most instances and probably contain information that most users don’t need. For example, users won’t care that a server is in building 48 or that it is on floor 15. In fact, that information might be too specific and could actually help someone who wants to break into or sabotage the corporate network. Instead of putting exact mapping information in the computer name, keep a spreadsheet that maps computer locations for administrative use, and include only general information about the location or department in the computer name.

While we’re talking about security, keep in mind that some organizations use server names with arbitrary character strings on purpose. They want to make the network infrastructure difficult to discover and navigate for anyone trying to gain unauthorized access. Thus, they might use computer names like Srv4Wg8th3kb12a or Tkl82jeb4j2e9pz. Here, the organization is using random 15-character strings as computer names but giving up ease of use and reference with the goal of enhancing overall security.

Finally, keep in mind that computer names must be unique in the domain and must be 64 characters or less in length. The first 15 characters of the computer name are used as the pre–Windows 2000 computer name for Network Basic Input/Output System (NetBIOS) communications and must be unique in the domain as well. Further, for Domain Name System (DNS) compatibility, the name should consist of only alphanumeric characters (A–Z, a–z, and 0–9) and the hyphen.

4.5 Network and domain membership options

During installation, you must decide on several important network and domain membership options, such as the following:

  • Which protocols the server will use

  • Whether the server will be a member of the domain

  • What networking components will be installed

Protocols

The primary networking protocols that Windows Server 2012 installs by default are Transmission Control Protocol/Internet Protocol version 4 (TCP/IPv4) and Transmission Control Protocol/Internet Protocol version 6 (TCP/IPv6). To correctly install TCP/IP, you must decide whether you want to use static IP addressing or dynamic IP addressing. For static IP addresses, you need the following information:

  • IP address

  • Subnet mask/subnet prefix length

  • Default gateway

  • Preferred DNS server

For dynamic IP addressing, the IP information is assigned automatically by an available Dynamic Host Configuration Protocol (DHCP) server. If no DHCP server is available, the server will autoconfigure itself. Autoconfigured addressing is typically nonroutable, so you must correct this issue after installation.

Domain membership

Just about every server you install will be a member of a domain rather than a member of a workgroup (with some exceptions, of course). You can join a computer to a domain after installation. If you want to do that, you should have a computer account created in the domain (or create one while joining the domain using an account with Administrator or Account Operator rights). A computer account is similar to a user account in that it resides in the accounts database held in Active Directory Domain Services and is maintained by domain controllers.

If a server is a member of a domain, users with domain memberships or permissions can access the server and its resources based on, of course, their individual rights and permissions without having to have a separate logon. This means that users can log on once to the domain and work with resources for which they have permissions to access, and they won’t be prompted to log on separately for each server they work with. In contrast, however, if a server is a member of a workgroup, users must log on each time they want to work with a server and its resources.

Networking components

During installation, you have the opportunity to install networking components. The common networking components for servers are selected automatically. They include the following:

  • Client for Microsoft Networks Allows the computer to access resources on Windows-based networks

  • File and Printer Sharing for Microsoft Networks Allows other Windows-based computers to access resources on the computer (required for remote logon)

  • Internet Protocol version 4 (TCP/IPv4) Allows the computer to communicate over the network by using TCP/IPv4

  • Internet Protocol version 6 (TCP/IPv6) Allows the computer to communicate over the network by using TCP/IPv6

  • QoS Packet Scheduler Helps the computer manage the flow of network traffic and prioritize services

  • Link-Layer Topology Discovery Mapper I/O Driver Allows the computer to discover and locate other computers, devices, and networking components on the network

  • Link-Layer Topology Discovery Responder Allows the computer to be discovered and located on the network by other computers

You can install additional clients, services, and protocols as well, including Microsoft LLDP Protocol Driver and Reliable Multicast Protocol. However, try to keep additional component installation to a minimum. Install the components that you know must be installed. Don’t install components you think you might need because they might use system resources that would otherwise be available for others services to use.

 
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