Clustering Scenarios

Applies To: Windows Server 2008

The quota, file screening, and reporting capabilities in File Server Resource Manager are also available for clustered environments.

There are two scenarios for testing File Server Resource Manager in a file server failover cluster:

  • Scenario 1: Global configuration

  • Scenario 2: Volume failover


You only need to perform these scenarios if you will be deploying File Server Resource Manager in a failover cluster.

Preliminary Configuration Guidelines

  • You will need to configure a two-node file server failover cluster with shared storage. For computer, software, storage, and network requirements and configuration steps, see the Step-by-Step Guide for Configuring a Two-Node File Server Failover Cluster in Windows ServerĀ 2008 (

  • Configure one of the two nodes in the cluster to own a storage volume on the shared storage. The other node will be used for failover testing.

  • Enable the File Server role and install File Server Resource Manager on both computers in the cluster.

  • Quotas and file screens on the volume exposed to the cluster must be configured by connecting to the node that currently owns that volume.


Quota templates, file screen templates, and file groups can be configured by connecting to either node in the failover cluster but not by using the cluster's network name.

Scenario 1: Global configuration

Test setup:

  • Connect to either node in the cluster.

  • Create or make changes to a quota template, a file screen template, or a file group.


  • Connect to the other node in the cluster and verify that the changes you made have propagated to this node.

Scenario 2: Volume failover

Test setup:

  • Connect to the node in the cluster that owns the volume in the cluster storage.

  • Create quotas and file screens on that volume.

  • Next, fail over that volume to the other cluster node. To perform a basic test of failover, in Failover Cluster Management, right-click the clustered file server instance, click Move this service or application to another node, and click the name of the other cluster node. When prompted for confirmation, click Yes.


  • Connect to the node that now owns the volume and verify that the quotas and file screens that you created continue to be enforced.