> Technical Configuration Guide for Microsoft Network Load Balancing. Ethernet Switch and Ethernet Routing Switch Engineering

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> Technical Configuration Guide

for Microsoft Network Load Balancing

Enterprise Solutions Engineering

Document Date: March 9, 2006

Document Version: 1.0

Ethernet Switch and Ethernet Routing Switch

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Copyright © 2006 Nortel. All rights reserved.

NORTEL CONFIDENTIAL: The information contained in this document is the property of Nortel. Except as specifically authorized in writing by Nortel, the holder of this document shall not copy or otherwise reproduce, or modify, in whole or in part, this document or the information contained herein. The holder of this document shall keep the information contained herein confidential and protect same from disclosure and dissemination to third parties and use same solely for the training of authorized individuals.

This information is subject to change without notice.

Nortel, the Nortel logo, Shasta, and Passport are trademarks of Nortel.

SUN, SUNLINK, and SOLARIS are trademarks of Sun Microsystems Inc. SPARC is a trademark of SPARC International Inc. UNIX is a trademark licensed exclusively through X/Open Company Ltd. OPENVIEW is a trademark of Hewlett-Packard Company. ORACLE is a trademark of Oracle Corporation.

Disclaimer

This engineering document contains the best information available at the time of publication in terms of supporting the application and engineering of Nortel products in the customer

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Abstract

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1. Overview: Network Load Balancing

Network Load Balancing is a clustering technology offered by Microsoft as part of all Windows 2000 / Windows 2003 Server family of operating systems. Network Load Balancing uses a distributed algorithm to load balance network traffic across a number of hosts, enhancing the scalability and availability of mission critical, IP based services, such as Web, VPN, Streaming Media, Firewalls, etc. Network Load Balancing also provides high availability by detecting host failures and automatically redistributing traffic to remaining operational hosts.

Figure 1.1 – Network Load Balancing Cluster

With Network Load Balancing, each host runs separate copies of the desired server applications, such as Web Server, FTP Server, or ISA Firewall. Network Load Balancing distributes incoming client requests to the hosts in the cluster group. The load weight to be handled by each host can be configured by the administrator and hosts can be dynamically added or removed from the cluster as necessary. In addition, Network Load Balancing can direct all traffic to a designated single host, called the default host.

Microsoft Network Load Balancing provides the following benefits:

• High availability for applications by redirecting incoming network traffic to working cluster hosts. If a cluster host fails or is offline, existing connections to an offline host are lost, but the Application remains available. In most cases (for example, with Web servers), client software automatically retries the failed connections, and the client may experience few second delay in receiving a response.

• Scalability by clustering of two or more host computers together. Clients access the cluster using either a single IP address for multiple applications or individual addresses for each application. The clients are unable to distinguish the cluster from a single server and applications do not identify that they are running in a cluster.

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concurrently respond to different client requests, even multiple requests from the same client. For example, a Web browser might obtain each of the multiple images in a single Web page from different hosts within a Network Load Balancing cluster. This speeds up processing and shortens the response time to clients.

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1.1 Unicast Mode of Operation

Microsoft’s Network Load Balancing default setting is unicast mode. In unicast mode, Network Load Balancing replaces the network adapters MAC address with a cluster MAC address. All Network Load Balancing host adapters in a cluster share a common cluster MAC address and all frames forwarded to the cluster MAC address are received by all hosts in the cluster.

Figure 1.1.1 – Unicast Mode MAC Address Assignment

Sharing a common MAC address amongst multiple hosts’ works fine in shared media such as repeaters (hubs) but can cause issues in switched environments.

An Ethernet switch forwards frames to hosts based on MAC addresses. An Ethernet switch does this by learning the MAC address of the host connected to each of its ports. The switch builds a forwarding database which provides a logical mapping of a MAC address to the port which it was learned on. A switch expects that a MAC address is unique, only connected to one port, and therefore will not associate a MAC address with multiple ports of the switch.

As described above, Microsoft Network Load Balancing creates a cluster MAC address that is common to all hosts in a cluster. An Ethernet switch would learn this MAC address on multiple ports. Since the switch only associates a MAC address to a single port and not many ports, Network Load Balancing will not function correctly.

Microsoft Network Load Balancing solves this problem by masking the cluster MAC address. When enabled, Network Load Balancing creates a bogus MAC address on each host adapter which starts with 02 and contains the host ID in the second octet. The bogus MAC address will appear in the Ethernet frame header and will be learned by the Ethernet switch rather than the cluster MAC address. This ensures that the Ethernet switch will not learn the cluster MAC addresses on multiple ports and will learn unique MAC addresses for each host in the cluster.

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If each network adapters MAC address is unique, how are frames delivered to all members of the cluster?

Microsoft Network Load Balancing solves this problem with IP. A client will learn the cluster MAC address associated with the virtual IP address using Address Resolution Protocol (ARP). When a client sends an ARP request for the MAC address of the clusters virtual IP address, the ARP response will contain cluster MAC virtual address and not the bogus MAC addresses.

Frames from the client will then be forwarded to the clusters virtual IP address with a destination MAC address set to the cluster MAC address. On receipt of the frames, the Ethernet switch will perform a lookup and will not have a forwarding entry for the cluster MAC address. The switch will then flood the frames to all active ports in the broadcast domain so that all hosts in the cluster will receive the frames.

Figure 1.1.3 – Traffic from Clients to a Cluster

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1.2 Multicast Mode of Operation

Multicast mode is the second option available for Network Load Balancing. In multicast mode, a multicast MAC address is assigned to all hosts in the cluster but the network adapter's built-in address is retained so that both addresses are used. The multicast MAC address is used for client-to-cluster traffic and the adapter MAC address is used for network traffic specific to the host computer.

Microsoft Network Load Balancing multicast mode can be implemented with or without flood suppression. The default mode of operation does not support multicast flood suppression and uses a virtual cluster MAC address that starts with 03-bf. The second mode of operation supports multicast flood suppression by implementing IGMP and the clusters virtual MAC address starts with 01-00.

Figure 1.2.1 – Multicast Mode MAC Address Assignment

Using multicast MAC addresses allows multiple computers to listen on the same MAC address. All the machines listening on the same multicast MAC address are referred to as a "multicast group". Frames sent to the multicast MAC address are accepted by all the network adapters listening to the multicast address and frames directed to a unicast MAC address are accepted by the single host that owns the particular unicast address.

As previously mentioned, Network Load Balancing requires that all members of the cluster receive the frames from the clients. By default Layer 2 switches will flood multicast frames to all active switch ports in the broadcast domain which ensures that all hosts in the cluster will receive the frames.

Frames from clients are forwarded to the clusters virtual IP address with a destination MAC address set to the cluster multicast MAC address. A client will learn the multicast MAC address of the clusters virtual IP address using Address Resolution Protocol (ARP). When a client sends an ARP request for the MAC address of the clusters virtual IP address, the ARP response will contain the clusters multicast MAC address.

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______________________________________________________________________________________________________ Figure 1.2.2 – Traffic from Clients to a Cluster

In multicast mode there can be problems with certain Routers and Routing Switches:

1. Some Routers or Routing Switches may not support the ability to map a unicast IP address with a multicast MAC address.

2. Some Routers or Routing Switches may not be able to dynamically learn the clusters virtual MAC address.

3. Some Ethernet Routing Switches only support the ability to associate an ARP entry to a single port. If Network Load Balancing hosts are directly connected to the Ethernet Routing Switch, the frames will not be flooded to all hosts in the cluster. This can be easily solved by moving the Network Load Balancing cluster hosts to a subtended Layer 2 Ethernet Switch so that the static ARP entry is associated to a single port.

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1.3 MAC

Address

Formats

Microsoft Network Load Balancing can implement either Unicast or Multicast MAC addresses depending on how Network Load Balancing is deployed. The following section describes the IEEE formatting of MAC addresses used with Ethernet as well as the MAC address formats used with Microsoft Network Load Balancing for unicast and multicast modes.

In Ethernet there are four types of MAC addresses defined by IEEE:

MAC Address Type MAC Address Range

Globally Unique x0-xx-xx-xx-xx-xx x4-xx-xx-xx-xx-xx x8-xx-xx-xx-xx-xx xC-xx-xx-xx-xx-xx Locally Administered x2-xx-xx-xx-xx-xx x6-xx-xx-xx-xx-xx xA-xx-xx-xx-xx-xx xE-xx-xx-xx-xx-xx Multicast x1-xx-xx-xx-xx-xx x3-xx-xx-xx-xx-xx x5-xx-xx-xx-xx-xx x7-xx-xx-xx-xx-xx x9-xx-xx-xx-xx-xx xB-xx-xx-xx-xx-xx xD-xx-xx-xx-xx-xx

xF-xx-xx-xx-xx-xx (exception broadcast address) Broadcast FF-FF-FF-FF-FF-FF

1.3.1 Globally

Unique

Globally unique addresses are allocated by the IEEE in blocks containing 2^24 (16,777,216) addresses and start with even numbers. In each allocation, the first 3 octets are fixed (e.g. 00-12-83 is Nortel) and the last three octets are variable (e.g. 00-00-00 through FF-FF-FF). The fixed portion of the allocation is known formally as the Organizationally Unique Identifier (OUI) and is used informally as the Vendor ID.

1.3.2 Locally

Administered

Locally administered addresses are MAC addresses which have the second least significant bit of the first octet is set to '1' (for example, 'xxxxxx1x'). Locally administered addresses enable

administrators to assign MAC addresses using their own scheme.

1.3.3 Multicast

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1.3.4 Broadcast

Broadcast address is a special case where all bits of the MAC address are set to '1' (e.g. FF-FF-FF-FF-FF-FF).

When an adapter receives a packet with a destination broadcast address, it always passes it to the operating system for further processing.

1.3.5 Network Load Balancing Unicast Mode

When Microsoft Network Load Balancing is deployed in unicast mode, the globally unique MAC address on the hosts network adapter is replaced with a locally administered MAC address assigned by Microsoft. The locally administered MAC address starts with a 02:xx prefix and the second octet will contain the host id of the host in the cluster.

The clusters virtual MAC address is also a locally administered MAC address and starts with a 02:bf prefix.

Figure 1.3.5 – Host Unicast MAC Assignment

1.3.6 Network Load Balancing Multicast Mode

When Microsoft Network Load Balancing is deployed in multicast mode, the globally unique MAC address on the hosts network adapter is retained.

The clusters virtual MAC address is Multicast MAC address assigned by Microsoft and will start with a 03:bf prefix. All the hosts in cluster will be configured with the same multicast cluster MAC address.

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1.4 Implementation

Models

Microsoft’s Network Load Balancing can be deployed using one of four models. This section provides a brief overview of the supported models and provides advantages and disadvantages of each.

1.4.1 Single Network Adapter in Unicast Mode

The single network adapter unicast model is suitable for a cluster in which ordinary network communication among cluster hosts is not required and there is limited dedicated traffic from outside the cluster subnet to specific cluster hosts.

Figure 1.4.1 – Single Adapter Unicast Mode

Advantages

• One network adapter per host is required.

• Minimum configuration is required as unicast mode is the default. • Works with all routers and L2 switches.

Disadvantages

• Network communication between cluster hosts is not possible. • All traffic from clients to cluster hosts will be flooded.

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1.4.2 Single Network Adapter in Multicast Mode

The single network adapter multicast model is suitable for a cluster in which ordinary network communication among cluster hosts is necessary or desirable, but in which there is limited dedicated traffic from outside the cluster subnet to specific cluster hosts.

Figure 1.4.2 – Single Adapter Multicast Mode

Advantages

• One network adapter per host is required.

• Network communication between cluster hosts is permitted.

• Supports Internet Group Management Protocol (IGMP) on the cluster hosts to control flooding on the switch.

Disadvantages

• Some Routers or Routing Switches may not support the ability to map a unicast IP address with a multicast MAC address.

• Some Routers or Routing Switches may not be able to dynamically learn the clusters virtual MAC address.

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1.4.3 Multiple Network Adapters in Unicast Mode

The multiple network adapter unicast model is suitable for a cluster in which ordinary network communication among cluster hosts is necessary or desirable. It is also appropriate when you want to separate the traffic used to manage the cluster from the traffic occurring between the cluster and client computers.

Figure 1.4.3 – Multiple Adapters Unicast Mode

Advantages

• Network communication between cluster hosts is permitted. • This model works with all routers and L2 switches.

Disadvantages

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1.4.4 Multiple Network Adapters in Multicast Mode

The multiple network adapter multicast model is suitable for a cluster in which ordinary network communication among cluster hosts is necessary and in which there is heavy dedicated traffic from outside the cluster subnet to specific cluster hosts.

Figure 1.4.4 – Multiple Adapters Multicast Mode

Advantages

• Network communication between cluster hosts is permitted. • Cluster performance may be enhanced.

Disadvantages

• This model requires a second network adapter.

• Some Routers or Routing Switches may not support the ability to map a unicast IP address with a multicast MAC address.

• Some Routers or Routing Switches may not be able to dynamically learn the clusters virtual MAC address.

• By default Windows 2003 Server implements IGMPv3 which is not supported by some L2 switches. A registry modification is required to change the default IGMPv3 setting to IGMPv1 or IGMPv2 (See Appendix B).

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There is no restriction on the number of network adapters that can be bound to network load balancing on each computer: Different hosts can have a different number of adapters, but you can never have more than one adapter on a computer be part of the same cluster.

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2. Network Load Balancing Switch Support

Microsoft Network Load Balancing is supported in some fashion by all Nortel Ethernet Switches. However due to the nature of how the Microsoft Network Load Balancing feature works, Network Load Balancing support is dependent on where the clustered servers are placed in the network as well as how the Ethernet Switch the clustered servers are connected to is configured.

2.1 Nortel

Switch

Support

Matrix

Ethernet Switch Model

Unicast Support (L2 Switching) Unicast Support (L3 Routing) Multicast Support (L2 Switching) Multicast Support (L3 Routing)

Ethernet Switch 325 Yes N/A Yes (Note 1) N/A

Ethernet Switch 460-24T-PWR Yes N/A Yes (Note 1) N/A

Ethernet Routing Switch 1600 Yes No (Note 2) Yes (Note 1) No (Note 3)

Ethernet Routing Switch 5500 Yes No (Note 2) Yes (Note 1) No (Note 3)

Ethernet Routing Switch 8300 Yes No (Note 2) Yes (Note 1) No

Ethernet Routing Switch 8600 Yes Yes Yes (Note 1) Yes (Note 4)

Table 2.1.1 – Supported Switches

Note 1 – By default Windows 2003 Servers implement IGMPv3 which is not currently supported on Nortel switches. If multicast flood suppression is desired the Windows 2003 servers registry can be modified to support IGMPv1 or IGMPv2 (See Appendix B).

Note 2 – The Ethernet Routing Switch models 1600, 5500 and 8300 can provide unicast support in certain routing scenarios as long as the Network Load Balancing cluster of servers are connected to a subtended to a Layer 2 switch.

Note 3 – The Ethernet Routing Switch models 1600 and 5500 can provide multicast support in certain routing scenarios as long as the Network Load Balancing cluster of servers are connected to a subtended to a Layer 2 switch. These models support the ability to create a static ARP entry where a Multicast MAC address is mapped to a Unicast IP address.

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2.2 Multicast Flood Suppression

In certain deployments where client traffic to the cluster hosts is high, it may be desirable to implement flood suppression so that other devices in the IP subnet are not unnecessarily receiving cluster traffic.

Microsoft Network Load Balancing in multicast mode supports the ability to suppress flooding using Internet Group Management Protocol (IGMP). When enabled, an Ethernet Switch can snoop on IGMP Queries, Reports & Leave messages and prune the multicast traffic so that only specific hosts that request membership to the multicast group will receive the traffic.

When IGMP is enabled on the Windows 2003 Servers and the Ethernet Switch, traffic from clients is only flooded out of the ports that the Network Load Balancing cluster hosts are connected and is not flooded out of any other port which reduces the amount of unnecessary traffic that other hosts in the IP subnet receive.

Ethernet Switch Model IGMPv1 IGMPv2 IGMPv3

Ethernet Switch 325 Yes Yes Future

Ethernet Switch 460-24T-PWR Yes Yes Future Ethernet Routing Switch 1600 Yes Yes Future Ethernet Routing Switch 5500 Yes Yes Future Ethernet Routing Switch 8300 Yes Yes Future Ethernet Routing Switch 8600 Yes Yes Future

Table 2.4.1 – Ethernet Switch Flood Suppression Support

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2.3 Deploying Microsoft Network Load Balancing

The following section describes the tested and verified topologies that can be used with Nortel Ethernet Switches to deploy Windows 2003 clustered servers using the Microsoft Network Load Balancing feature.

2.3.1 Single Subnet Environments

Single subnet environments are supported on all Nortel Ethernet & Ethernet Routing Switch models for unicast and multicast modes with no additional switch configuration being required. If Ethernet Routing Switch models 1600, 5500, 8300 or 8600 are utilized, the Ethernet Routing Switches must be configured for Layer 2 only and must not have IP routing enabled or the unicast and multicast frames will not be flooded to all the hosts in the cluster which will result in the clients not being able to communicate with the clusters IP address.

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2.3.2 Multiple Subnet Subtended Switch Deployments

Multiple subnet environments are supported by all Nortel Ethernet Routing Switch models when the Network Load Balancing clusters of servers are connected to a subtended Layer 2 Ethernet Switch.

2.3.2.1 Ethernet Routing Switch 1600

The Ethernet Routing Switch 1600 may be used as a centralized Layer 3 device when Network Load Balanced servers and clients are connected to subtended Layer 2 switches. The Ethernet Routing Switch 1600 supports Network Load Balanced servers running unicast or multicast modes.

If multicast mode is enabled with no IGMP flood suppression, the Ethernet Routing Switch 1600 requires that a static ARP entry be created so that the client can communicate with the clusters virtual IP address. If multicast mode is enabled with IGMP flood suppression, the Ethernet Routing Switch 1600 dynamically learns the ARP entry and no additional configuration is required.

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______________________________________________________________________________________________________ 2.3.2.2 Ethernet Routing Switch 5500

If multicast mode is enabled (with or without IGMP flood suppression) the Ethernet Routing Switch 5500 requires that a static ARP entry be created so that the client can communicate with the clusters virtual IP address.

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The Ethernet Routing Switch 8300 may be used as a centralized Layer 3 device when Network Load Balanced servers and clients are connected to subtended Layer 2 switches. The Ethernet Routing Switch 8300 supports Network Load Balanced servers in unicast mode only but can route the client traffic to the clusters virtual IP address.

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If multicast mode is enabled (with or without IGMP flood suppression), the Ethernet Routing Switch 8600 will dynamically learn the ARP entry so no additional configuration is required.

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2.3.3 Multiple Subnet Single Switch Deployments

The Ethernet Routing Switch 8600 may be used as a centralized Layer 3 device when Network Load Balanced servers and clients are directly connected to the switch. The Ethernet Routing Switch 8600 supports Network Load Balanced servers running unicast or multicast modes but does require that unicast or multicast flooding features be enabled so that the frames are flooded to all hosts in the cluster.

If multicast mode is enabled, the Ethernet Routing Switch 8600 will dynamically learn the ARP entry so no additional configuration is required. The Ethernet Routing Switch 8600 however does not support multicast mode with IGMP flood suppression in this configuration.

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3. Configuration

3.1 Windows

2003

Servers

The Windows 2003 Servers used in the following examples were configured as follows:

• The Windows 2003 servers have been updated with Service Pack 1 with all the current updates applied.

• The Windows 2003 servers have two 10/100/1000BASE-T Ethernet Network Adaptors installed. The first Ethernet Network Adaptor was used for Server Management and the second Ethernet Network Adaptor was used for Network Load Balancing.

• Internet Information Services (IIS) is installed and operational with a default web site tied to the Clusters Virtual IP Address.

3.2 Ethernet Switch Software Dependencies

The Ethernet Switches used in the following examples were based on the following software versions:

• Ethernet Routing Switch 8600 – Release 3.7.7 (Note 1) • Ethernet Routing Switch 8300 – Release 2.3.0

• Ethernet Routing Switch 5500 – Release 4.2.1 • Ethernet Routing Switch 1600 – Release 1.2.4 • Ethernet Routing Switch 460/470 – Release 3.6.0

Note 1 – The Ethernet Routing Switch 8600 has several specific Network Load Balancing features that have been added to provide Network Load Balancing Support when the Ethernet Routing Switch 8600 is proving IP routing between subnets (VLANs):

• NLB multicast flooding – Added in release 3.2.2

• NLB unicast flooding – Added in release 3.7.7 (not available in release 4.0.x)

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3.3 Creating a Windows Server Unicast Cluster

For this configuration example we will create a Network Load Balancing Cluster in unicast mode to provide high available HTTP web services. This example uses two Windows 2003 Advanced Servers with Internet Information Services (IIS) installed and operation with both IIS server providing identical web content. Both servers will have two Ethernet Network Adaptors installed where the first adaptor will be used for management and the second adaptor will be bound to the cluster to service client requests.

Figure 3.3.1 – NLB Unicast Server Configuration

Step 1 – Start the Network Load Balancing Manager

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Network Load Balancing can optionally be configured on each individual server by modifying the Network Adaptors properties and binding the “Network Load Balancing” protocol to the Adaptor. This method is much more complex and does not provide visibility into the state of the cluster so for the purpose of this document the Network Load Balancing Manager will be used.

Step 2 – Creating a New Cluster

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______________________________________________________________________________________________________ Step 3 – Modifying Cluster Parameters

The “Cluster Parameters” window allows you to specify the Clusters Virtual IP Address, a full DNS name for the service and the Cluster operational mode.

For this example we will use a Cluster Virtual IP Address of “192.168.110.50”. The Cluster Virtual IP Address is placed in the same IP subnet as the IP Addresses assigned to each of the second Ethernet Adaptors installed in each Server (see figure 3.1.1). We will enter in the full DNS name “www.jclab.com” which is configured on our DNS server and set the “Cluster operational mode” to “Unicast”.

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______________________________________________________________________________________________________ Step 4 – Adding Additional Cluster IP Addresses

The “Cluster IP Address” window allows you to bind additional Virtual IP Addresses to the Cluster. This can be useful in applications such as Web Servers where multiple sites are being hosted and each site requires a unique IP Address. For the purpose of this example we will be hosting a single Web site so no additional addresses are required.

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______________________________________________________________________________________________________ Step 5 – Port Rules

The “Port Rules” window allows you to specify how the traffic is handled by the hosts in the cluster. Port rules allow you to define which protocols the hosts in the cluster support, how the traffic is distributed between the hosts as well as weigh each member in the cluster.

The rules are very flexible and a single rule could be used to service a multiple applications or multiple rules can be used to limit applications to specific ports or hosts.

For example a Web Server servicing HTTP & HTTPS requests could have a single rule with the port range set for 80 Æ 443. Alternatively two rules could be created with the first rule port range set for 80 Æ 80 and a second rule with the port range set for 443 Æ 443.

By default all TCP / UDP traffic from 0 – 65535 received on the cluster Virtual IP Address will be distributed to all hosts in the cluster. For our example we are hosting a Web Server so we will modify the default port rules so that only HTTP traffic is serviced by the hosts.

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______________________________________________________________________________________________________ Step 6 – Modifying Port Rules

In the “Add/Edit Port Rule” window, modify the “From” and “To” port values to “80” so that the cluster is only servicing HTTP traffic. For a complete description of all the available options in this window, please see “Appendix A” at the end of this document.

Click “OK”

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______________________________________________________________________________________________________ Step 7 – Adding Labserver1 to the Cluster

The “Connect” window allows us to add the first host that is to be a member of the cluster. In our example we have two Windows 2003 Advanced Servers named “Labserver1” and “Labserver2”. In this step we will add “Labserver1” and specify the “Network Adaptor” that will support the cluster.

In the “Connect” window in the “Host” field, type in the name or IP Address of the first server that will be a member of the cluster. Click “Connect” and the “Network Load Balancing Manager” will attempt to contact the server.

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______________________________________________________________________________________________________ Step 8 – Modifying Labserver1 Host Parameters

The “Host Parameters” window defines the “Priority” or “Host ID” for the cluster host instance, the unique IP Address bound to the Network Adaptor and the “Initial host state”. For our example server “Labserver1” will be assigned as host “1”. We will retain the IP Addressing that was initially assigned to the Network Adaptor and we will use the default state of “Started”.

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Once the Cluster Wizard completes, the newly configured cluster “www.jclab.com” will be listed in the “Network Load Balancing Manager” window along with the host “Labserver1”.

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______________________________________________________________________________________________________ Step 9 – Adding Additional Hosts to the Cluster

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In the “Connect” window in the “Host” field, type in the name or IP Address of the second server that will be a member of the cluster. Click “Connect” and the “Network Load Balancing Manager” will attempt to contact the server.

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3.4 Creating a Windows Server Multicast Cluster

For this configuration example we will create a Network Load Balancing Cluster in multicast mode to provide high available HTTP web services. This example uses two Windows 2003 Advanced Servers with Internet Information Services (IIS) installed and operation with both IIS server providing identical web content. Both servers will have two Ethernet Network Adaptors installed where the first adaptor will be used for management and the second adaptor will be bound to the cluster to service client requests.

Figure 3.4.1 – NLB Multicast Server Configuration

Step 1 – Start the Network Load Balancing Manager

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L

Network Load Balancing can optionally be configured on each individual server by modifying the Network Adaptors properties and binding the “Network Load Balancing” protocol to the Adaptor. This method is much more complex and does not provide visibility into the state of the cluster so for the purpose of this document the Network Load Balancing Manager will be used.

Step 2 – Creating a New Cluster

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______________________________________________________________________________________________________ Step 3 – Modifying Cluster Parameters

The “Cluster Parameters” window allows you to specify the Clusters Virtual IP Address, a full DNS name for the service and the Cluster operational mode.

For this example we will use a Cluster Virtual IP Address of “192.168.110.50”. The Cluster Virtual IP Address is placed in the same IP subnet as the IP Addresses assigned to each of the second Ethernet Adaptors installed in each Server (see figure 3.2.1). We will enter in the full DNS name “www.jclab.com” which is configured on our DNS server and set the “Cluster operational mode” to “Multicast”. Click “Next”.

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______________________________________________________________________________________________________ Step 4 – Adding Additional Cluster IP Addresses

The “Cluster IP Address” window allows you to bind additional Virtual IP Addresses to the Cluster. This can be useful in applications such as Web Servers where multiple sites are being hosted and each site requires a unique IP Address. For the purpose of this example we will be hosting a single Web site so no additional addresses are required.

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______________________________________________________________________________________________________ Step 5 – Port Rules

The “Port Rules” window allows you to specify how the traffic is handled by the hosts in the cluster. Port rules allow you to define which protocols the hosts in the cluster support, how the traffic is distributed between the hosts as well as weight each member in the cluster.

The rules are very flexible and a single rule could be used to service a multiple applications or multiple rules can be used to limit applications to specific ports or hosts.

For example a Web Server servicing HTTP & HTTPS requests could have a single rule with the port range set for 80 Æ 443. Alternatively two rules could be created with the first rule port range set for 80 Æ 80 and a second rule with the port range set for 443 Æ 443.

By default all TCP / UDP traffic from 0 – 65535 received on the cluster Virtual IP Address will be distributed to all hosts in the cluster. For our example we are hosting a Web Server so we will modify the default port rules so that only HTTP traffic is serviced by the hosts.

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______________________________________________________________________________________________________ Step 6 – Modifying Port Rules

In the “Add/Edit Port Rule” window, modify the “From” and “To” port values to “80” so that the cluster is only servicing HTTP traffic. For a complete description of all the available options in this window, please see “Appendix A” at the end of this document.

Click “OK”

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The “Connect” window allows us to add the first host that is to be a member of the cluster. In our example we have two Windows 2003 Advanced Servers named “Labserver1” and “Labserver2”. In this step we will add “Labserver1” and specify the “Network Adaptor” that will support the cluster.

In the “Connect” window in the “Host” field, type in the name or IP Address of the first server that will be a member of the cluster. Click “Connect” and the “Network Load Balancing Manager” will attempt to contact the server.

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Once the Cluster Wizard completes, the newly configured cluster “www.jclab.com” will be listed in the “Network Load Balancing Manager” window along with the host “Labserver1”.

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______________________________________________________________________________________________________ Step 9 – Adding Additional Hosts to the Cluster

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In the “Connect” window in the “Host” field, type in the name or IP Address of the second server that will be a member of the cluster. Click “Connect” and the “Network Load Balancing Manager” will attempt to contact the server.

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3.5 Ethernet Switch Configuration Example

The following configuration example demonstrates how to configure a standalone Nortel Ethernet Stackable Switch to support a Microsoft Network Load Balancing cluster of servers running in unicast or multicast modes.

In this example the Network Load Balancing cluster of servers and clients will be located on a single IP subnet (VLAN) which will represent a typical small office deployment.

As described in previous sections, no special switch configuration is required, however for this example we will enable IGMP snooping and proxy on the switch to provide multicast flood suppression.

Figure 3.5 – ES 470-24T Example Topology

3.5.1 ES 470-24T – Configuration

For this example we will configure an Ethernet Switch 470-24T as follows: 1. Configure a management IP address of 192.168.1.10/24

2. Enable IGMPv2 snooping and proxy to provide NLB multicast suppression

From the Ethernet Switch Main Menu, select “Command Line Interface” to access the Nortel CLI.

1. At the CLI prompt, enter the configuration mode: • 470-24T>enable

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2. Create a IP address on the Ethernet Switch for management:

• 470-24T(config)# ip address switch 192.168.1.10 netmask 255.255.255.0 3. Verify IP addressing:

• 470-24T (config)# show ip

BootP Mode: BootP Disabled

Configured In Use Last BootP --- --- --- Stack IP Address: 0.0.0.0 0.0.0.0 Switch IP Address: 192.168.1.10 192.168.1.10 0.0.0.0 Subnet Mask: 255.255.255.0 255.255.255.0 0.0.0.0 Default Gateway: 0.0.0.0 0.0.0.0 0.0.0.0

4. At the CLI prompt, enter the configuration mode: • 470-24T>enable

• 470-24T# configure terminal

5. Enable IGMP snooping and proxy on VLAN 1: • 470-24T(config)# vlan igmp 1 snooping enable • 470-24T(config)# vlan igmp 1 proxy enable

6. Verify IGMP snooping and proxy are enabled on VLAN 1: • 470-24T(config)# show vlan igmp 1

Snooping: Enabled Proxy: Enabled Robust Value: 2

Query Time: 125 seconds

IGMPv1 Static Router Ports: NONE IGMPv2 Static Router Ports: NONE

7. Verify IGMP is suppressing the multicast flows to the server ports: • 470-24T(config)# show vlan multicast membership 1

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3.6 ERS 1600 Configuration Example

The following configuration example demonstrates how to configure a centralized Nortel Ethernet Routing Switch 1600 to support a multiple subnet environment where the Microsoft Network Load Balancing cluster of servers and clients are connected to a subtended Layer 2 switches and are placed in separate IP subnets (VLANs).

Figure 3.6 – ERS 1612G Example Topology

3.6.1 ERS 1612G – Configuration

For the first step we will configure an Ethernet Routing Switch 1600 as follows: 1. Create VLAN 2 to support clients (VLAN 1 is enabled by default)

2. Enable 802.1Q tagging on ports 1 – 4 3. Assign ports 1 – 2 to VLAN 1

4. Assign port 3 – 4 to VLAN 2

5. Assign a IP address of 192.168.1.1/24 to VLAN 1 6. Assign a IP address of 192.168.2.1/24 to VLAN 2

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Connect to the Ethernet Routing Switch 1600 and log into the CLI with the username “rwa” and the password “rwa”.

1. Create port based VLAN with a id 2 and name it VLAN2: • PP1612G# create vlan VLAN2 vid 2 type port 2. Remove ports 3 – 24 from VLAN 1:

PP1612G# config vlan default delete 3-24

3. Add ports 1 – 2 to VLAN 1 and enable 802.1Q tagging: • PP1612G# config vlan default add tagged 1-2 4. Add ports 3 – 4 to VLAN 2 and enable 802.1Q tagging:

• PP1612G# config vlan VLAN2 add tagged 3-4 5. Verify VLAN configuration:

• PP1612G# show vlan

VID : 1 VLAN Name : default VLAN TYPE : port Protocol ID :

UserDefinedPid : Encap : IP Subnet :

Priority :

Member ports : 1-2,mgmt_port Static ports : 1-2

Untagged ports : mgmt_port

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6. Change the IP address for VLAN 1 to 192.168.1.1 and set the subnet mask to 255.255.255.0:

• PP1612G# config ipif System ipaddress 192.168.1.1/24

7. Create a IP Interface named VLAN 2_IF, set the IP address to 192.168.2.1 and the subnet mask to 255.255.255.0 and tie it to the VLAN named VLAN2:

• PP1612G# create ipif VLAN2_IF 192.168.2.1/24 VLAN2 8. Verify IP Interface configuration:

• PP1612G# show ipif

IP Interface Settings

Interface Name : System

IP Address : 192.168.1.1 (MANUAL) Subnet Mask : 255.255.255.0

VLAN Name : default Admin. State : Enabled Interface Status : Link DOWN Directed-Broadcast: Enabled Member Ports : 1-2,mgmt_port

Interface Name : VLAN2_IF

IP Address : 192.168.2.1 (MANUAL) Subnet Mask : 255.255.255.0

VLAN Name : VLAN2 Admin. State : Enabled Interface Status : Link DOWN Directed-Broadcast: Enabled Member Ports : 3-4

Total Entries : 2

9. Ports 3 – 4 will connect to a ES 470-24T so we will need to force the speed and duplex on the ports to 1000Mbps Full Duplex:

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10. Verify Ports 3 – 4 speed and duplex settings: • PP1612G# show ports 3-4

Port Port Settings Connection Address State Speed/Duplex/FlowCtrl Speed/Duplex/FlowCtrl Learning ---- --- --- --- --- 3 Enabled 1000M/Full/Disabled Link Down Enabled 4 Enabled 1000M/Full/Disabled Link Down Enabled

11. Create Multi-Link Trunking group 1 and add ports 1 - 2: • PP1612G# create link_aggregation group_id 1

• PP1612G# config link_aggregation group_id 1 master_port 1 ports 1-2 • PP1612G# config link_aggregation group_id 1 state enabled

12. Create Multi-Link Trunking group 2 and add ports 3 - 4: • PP1612G# create link_aggregation group_id 2

• PP1612G# config link_aggregation group_id 2 master_port 3 ports 3-4 • PP1612G# config link_aggregation group_id 2 state enabled

13. Verify Multi-Link Trunking configuration: • PP1612G# show link_aggregation Group ID : 1 Master Port : 1 Member Port : 1-2 Status : Enabled Flooding Port : 1

BPDU 8600 Interop : Disabled

Group ID : 2 Master Port : 3 Member Port : 3-4 Status : Enabled Flooding Port : 3

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14. In this instance we’re implementing Network Load Balancing with flood suppression so no additional configuration is required. However if you are implementing Network Load Balancing in multicast mode with no flood suppression, a static ARP entry needs to be created on the ERS 1600 so that the clients will be able to communicate with the clusters virtual IP address:

• PP1612G# create arpentry 192.168.1.50 03-bf-c0-a8-d2-32 15. Verify static ARP entry:

• PP1612G# show arpentry

ARP Aging Time : 20

ARP Req Rate Limit : Disabled

Interface IP Address MAC Address Type

--- --- --- --- System 192.168.1.0 FF-FF-FF-FF-FF-FF Local/Broadcast System 192.168.1.1 00-09-97-DC-90-01 Local

System 192.168.1.50 03-bf-c0-a8-d2-32 Static

System 192.168.1.255 FF-FF-FF-FF-FF-FF Local/Broadcast VLAN2_IF 192.168.2.0 FF-FF-FF-FF-FF-FF Local/Broadcast VLAN2_IF 192.168.2.1 00-09-97-DC-90-02 Local

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3.6.2 ERS 5510-24T – Configuration

For the first step we will configure an Ethernet Routing Switch 5510-24T as follows:

1. Configure a management IP address of 192.168.1.10/24 and default gateway 192.168.1.1 2. Enable 802.1Q tagging on ports 23 – 24

3. Create a Multi-Link Trunk with ports 23 – 24 to connect to the ERS 1612G 4. Enable IGMPv2 snooping and proxy to provide NLB multicast suppression

1. At the CLI prompt, enter the configuration mode: • ERS5510-24T>enable

• ERS5510-24T# configure terminal

• ERS5510-24T(config)# ip address switch 192.168.1.10 netmask 255.255.255.0

3. Configure a default gateway:

• ERS5510-24T(config)# ip default-gateway 192.168.1.1 4. Verify IP addressing:

• ERS5510-24T(config)# show ip

5. Enable 802.1Q tagging on ports 23-24:

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6. Verify 802.1Q tagging configuration:

• ERS5510-24T(config)# show vlan interface info

Filter Filter Untagged Unregistered

Port Frames Frames PVID PRI Tagging Name

---- --- --- ---- --- --- --- 1 No Yes 1 0 UntagAll Port 1

2 No Yes 1 0 UntagAll Port 2

23 No Yes 1 0 TagAll Port 23 24 No Yes 1 0 TagAll Port 24

7. Create and enable a Multi-Link Trunk and add ports 23-24 : • ERS5510-24T(config)# mlt 1 name Trunk member 23-24 • ERS5510-24T(config)# mlt 1 enable

8. Verify Multi-Link Trunk configuration: : • ERS5510-24T(config)# show mlt

Trunk Name Members Bpdu Mode Status --- --- --- --- --- --- 1 Trunk #1 23-24 All Basic Enabled 2 Trunk #2 NONE All Basic Disabled 3 Trunk #3 NONE All Basic Disabled 4 Trunk #4 NONE All Basic Disabled 5 Trunk #5 NONE All Basic Disabled 6 Trunk #6 NONE All Basic Disabled

9. Enable IGMP snooping and proxy on VLAN 1:

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10. Verify IGMP snooping and proxy are enabled on VLAN 1: • ERS5510-24T(config)# show vlan igmp 1

11. Verify IGMP is suppressing the multicast flows to the server ports: • ERS5510-24T(config)# show vlan multicast membership 1

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3.6.3 ES 470-24T – Configuration

For the first step we will configure an Ethernet Switch 470-24T as follows:

1. Configure a management IP address of 192.168.2.10/24 and default gateway 192.168.2.1 2. Enable Auto-PVID

3. Create VLAN 2 and assign is as the management VLAN 4. Assign ports 1 – 24 to VLAN 2

5. Enable 802.1Q tagging on ports 23 – 24

6. Create a Multi-Link Trunk with ports 23 – 24 to connect to the ERS 1612G

1. At the CLI prompt, enter the configuration mode: • ES470-24T>enable

• ES470-24T# configure terminal

• ES470-24T(config)# ip address switch 192.168.2.10 netmask 255.255.255.0 3. Configure a default gateway:

• ES470-24T(config)# ip default-gateway 192.168.2.1 4. Verify IP addressing:

• ES470-24T(config)# show ip

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5. Enable Auto-PVID:

• ES470-24T(config)# auto-pvid 6. Verify Auto-PVID is enabled:

• ES470-24T(config)# show auto-pvid AutoPVID: Enabled

7. Create port based VLAN with a id 2 and name it VLAN2: • ES470-24T(config)# vlan create 2 name VLAN2 type port 8. Set the management VLAN to VLAN 2:

• ES470-24T(config)# vlan mgmt 2 9. Remove ports 1 – 24 from VLAN 1:

• ES470-24T(config)# vlan members remove 1 1-24 10. Add 1 – 24 to VLAN 2:

• ES470-24T(config)# vlan members add 2 1-24 11. Enable 802.1Q tagging on ports 23-24:

• ES470-24T(config)# vlan ports 23-24 tagging tagall 12. Verify VLAN configuration:

• ES470-24T(config)# vlan ports 23-24 tagging tagall

Id Name Type Protocol User PID Active IVL/SVL Mgmt --- --- --- --- --- --- --- ---- 1 VLAN #1 Port None 0x0000 Yes IVL No Port Members: NONE

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• ES470-24T(config)# show vlan interface info

14. Verify VLAN assignment:

• ES470-24T(config)# show vlan interface vids

Port VLAN VLAN Name VLAN VLAN Name VLAN VLAN Name

---- ---- --- ---- --- ---- --- 1 2 VLAN2 ---- ---- --- ---- --- ---- --- 2 2 VLAN2 ---- ---- --- ---- --- ---- --- ---- ---- --- ---- --- ---- --- 23 2 VLAN2 ---- ---- --- ---- --- ---- --- 24 2 VLAN2 ---- ---- --- ---- --- ---- ---

15. Create and enable a Multi-Link Trunk and add ports 23-24 : • ES470-24T(config)# mlt 1 name Trunk member 23-24 • ES470-24T(config)# mlt 1 enable

16. Verify Multi-Link Trunk configuration: : • ES470-24T(config)# show mlt

Trunk Name Members Bpdu Mode Status --- --- --- --- --- --- 1 Trunk #1 23-24 All Basic Enabled 2 Trunk #2 NONE All Basic Disabled

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3.7 ERS 5500 Configuration Example

The following configuration example demonstrates how to configure a centralized Nortel Ethernet Routing Switch 5530-24TFD to support a multiple subnet environment where the Microsoft Network Load Balancing cluster of servers and clients are connected to a subtended Layer 2 switches and are placed in separate IP subnets (VLANs).

Figure 3.7 – ERS 5530-24TFD Example Topology

3.7.1 ERS

5530-24TFD – Configuration

For the first step we will configure an Ethernet Routing Switch 5530-24TFD as follows: 1. Create VLAN 2 to support clients (VLAN 1 is enabled by default)

2. Enable 802.1Q tagging on ports 13 – 16 3. Assign ports 13 – 14 to VLAN 1

4. Assign ports 15 – 16 to VLAN 2

5. Assign a IP address of 192.168.1.1/24 to VLAN 1 6. Assign a IP address of 192.168.2.1/24 to VLAN 2

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1. At the CLI prompt, enter the configuration mode: • ERS5530-24TFD>enable

• ERS5530-24TFD# configure terminal 2. Enable IP Routing:

• ERS5530-24TFD(config)# ip routing 3. Verify IP Routing is enabled:

• ERS5530-24TFD(config)# show ip routing IP Routing is enabled

IP ARP life time is 21600 seconds

4. Enable Auto-PVID:

• ERS5530-24TFD(config)# auto-pvid 5. Verify Auto-PVID is enabled:

• ERS5530-24TFD(config)# show auto-pvid AutoPVID: Enabled

6. Create port based VLAN with a id 2 and name it VLAN2:

• ERS5530-24TFD(config)# vlan create 2 name VLAN2 type port 7. Create a IP address and mask on VLAN 1:

• ERS5530-24TFD(config)# interface vlan 1

• ERS5530-24TFD(config-if)# ip address 192.168.1.1 255.255.255.0 8. Create a IP address and mask on VLAN 2:

• ERS5530-24TFD(config-if)# interface vlan 2

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9. Verify IP addressing:

• ERS5530-24TFD(config)# show vlan ip

Id ifIndex Address Mask MacAddress Offset 1 10001 192.168.1.1 255.255.255.0 00:0C:F8:64:04:40 1 2 10002 192.168.2.1 255.255.255.0 00:0C:F8:64:04:41 2

10. Remove ports 15 – 16 from VLAN 1:

• ERS5530-24TFD(config)# vlan members remove 1 15-16 11. Add 15 – 16 to VLAN 2:

• ERS5530-24TFD(config)# vlan members add 2 15-16 12. Enable 802.1Q tagging on ports 13-16:

• ERS5530-24TFD(config)# vlan ports 13-16 tagging tagall 13. Verify 802.1Q tagging configuration:

• ERS5530-24TFD(config)# show vlan interface info

13 No Yes 1 0 TagAll Port 13 14 No Yes 1 0 TagAll Port 14 15 No Yes 2 0 TagAll Port 15 16 No Yes 2 0 TagAll Port 16

16. Ports 14 – 15 will connect to a ES 470-24T so we will need to force the speed and duplex on the ports to 1000Mbps Full Duplex:

• ERS5530-24TFD(config)# interface fastEthernet 14-15 • ERS5530-24TFD(config-if)# speed 1000

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17. Verify Ports 23 – 24 speed and duplex settings: • ERS5530-24TFD(config)# show interfaces 23-24

Status Auto Flow Port Trunk Admin Oper Link LinkTrap Negotiation Speed Duplex Control ---- --- --- ---- ---- --- --- --- --- --- 23 Enable Down Down Enabled Disabled 1000Mbps Full Disable 24 Enable Down Down Enabled Disabled 1000Mbps Full Disable

14. Create and enable a Multi-Link Trunk and add ports 13-14 :

• ERS5530-24TFD(config)# mlt 1 name Trunk_1 member 13-14 • ERS5530-24TFD(config)# mlt 1 enable

15. Create and enable a Multi-Link Trunk and add ports 15-16 :

• ERS5530-24TFD(config)# mlt 2 name Trunk_2 member 15-16 • ERS5530-24TFD(config)# mlt 2 enable

16. Verify Multi-Link Trunk configuration: : • ERS5530-24TFD(config)# show mlt

Trunk Name Members Bpdu Mode Status --- --- --- --- --- --- 1 Trunk_1 13-14 All Basic Enabled 2 Trunk_2 15-16 All Basic Enabled

6 Trunk #6 NONE All Basic Disabled

17. Create a static ARP entry mapping the clusters unicast virtual IP address 192.168.1.50 to the clusters multicast MAC address 01:00:5e:7f:d2:32:

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18. Verify ARP table:

• ERS5530-24TFD(config)# show ip arp

=============================================================================== IP ARP

=============================================================================== IP Address Age (min) MAC Address VLAN-Unit/Port/Trunk Flags

--- 192.168.2.255 0 ff:ff:ff:ff:ff:ff VLAN#2 LB 192.168.1.255 0 ff:ff:ff:ff:ff:ff VLAN#1 LB 192.168.2.1 0 00:0c:f8:64:04:41 VLAN#2 L 192.168.1.1 0 00:0c:f8:64:04:40 VLAN#1 L 192.168.2.0 0 ff:ff:ff:ff:ff:ff VLAN#2 LB 192.168.1.0 0 ff:ff:ff:ff:ff:ff VLAN#1 LB 192.168.1.50 0 01:00:5e:7f:d2:32 VLAN#1-Trunk_1 S --- Flags Legend:

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3.7.2 ERS 5510-24T – Configuration

For the first step we will configure an Ethernet Routing Switch 5510-24T as follows:

1. Configure a management IP address of 192.168.1.10/24 and default gateway 192.168.1.1 2. Enable 802.1Q tagging on ports 23 – 24

3. Create a Multi-Link Trunk with ports 23 – 24 to connect to the ERS 5530-24TFD 4. Enable IGMPv2 snooping and proxy to provide NLB multicast suppression

1. At the CLI prompt, enter the configuration mode: • ERS5510-24T>enable

• ERS5510-24T# configure terminal

• ERS5510-24T(config)# ip address switch 192.168.1.10 netmask 255.255.255.0 3. Configure a default gateway:

• ERS5510-24T(config)# ip default-gateway 192.168.1.1 4. Verify IP addressing:

• ERS5510-24T(config)# show ip

5. Enable 802.1Q tagging on ports 23-24:

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• ERS5510-24T(config)# show vlan interface info

7. Create and enable a Multi-Link Trunk and add ports 23-24 : • ERS5510-24T(config)# mlt 1 name Trunk member 23-24 • ERS5510-24T(config)# mlt 1 enable

8. Verify Multi-Link Trunk configuration: : • ERS5510-24T(config)# show mlt

Trunk Name Members Bpdu Mode Status --- --- --- --- --- --- 1 Trunk #1 23-24 All Basic Enabled 2 Trunk #2 NONE All Basic Disabled 3 Trunk #3 NONE All Basic Disabled 4 Trunk #4 NONE All Basic Disabled 5 Trunk #5 NONE All Basic Disabled 6 Trunk #6 NONE All Basic Disabled

9. Enable IGMP snooping and proxy on VLAN 1:

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10. Verify IGMP snooping and proxy are enabled on VLAN 1: • ERS5510-24T(config)# show vlan igmp 1

11. Verify IGMP is suppressing the multicast flows to the server ports: • ERS5510-24T(config)# show vlan multicast membership 1

> Technical Configuration Guide for Microsoft Network Load Balancing. Ethernet Switch and Ethernet Routing Switch Engineering