Windows 2003 Cluster Infra

IsAlive and LooksAlive:
This is my current understanding on how this works for clustered disks in Windows 2003:

Many definitions are given to these terms. In order to troubleshoot clusters in general, we need to understand what tests are executed on “Physical Disk Resources” by MSCS. Only when we are able to understand the different checks and the mechanism of cluster itself, we can understand the messages may be logged in the cluster log or system event log.  There are two tests that are conducted by MSCS; first is the “IsAlive” and “LooksAlive” mechanism, which is executed by the Resource Monitor / resource.dll. The second is the actual device checks that are performed by the “clusdisk.sys” filter driver.

File system level checks: At the file system level, the Physical Disk resource type performs the following checks:
LooksAlive: By default, a brief check is performed every 5 seconds to verify that a disk is still available. The LooksAlive check determines whether a resource flag is set. This flag indicates that a device has failed. For example, a flag may indicate that periodic reservation has failed. The frequency of this check is user definable.

IsAlive: A complete check is performed every 60 seconds to verify that the disk and the file system can be accessed. The IsAlive check effectively performs the same functionality as a “dir” command that you type at a command prompt. The actual command it uses is the “FindFirstFile()” API. The frequency of this check is also user definable. 

Device level checks: At the device level, the clusdisk.sys driver performs the following checks:

SCSI Reserve: Every 3 seconds, a SCSI Reserve command is sent to the LUN to make sure that only the owning node has ownership and can access that drive. If the test fails a resource flag is set. The flag will be picked up by the LooksAlive mechanism. These timings cannot be changed by the user.

Private Sector: Every 3 seconds, the clusdisk.sys driver performs a read- and write-operation to sector 12 on the LUN to make sure that the device can be written to. If this test fails a resource flag will be set that will be picked up by the LooksAlive mechanism. These timings cannot be changed by the user. 

It is vital to know the differences of the checks. And it is especially important to know that the resource.dll is doing File System checks, not actually checks on the disk. As an example: it is important to understand that your ‘disk’ can be 100% OK, but a File System corruption can cause the FindFirstFile() API to fail, and mark the ‘disk’ as failed.

Disks, Volumes, File Systems, Partitions and “Physical Disk Resource”
Working for a storage company, you quickly learn that:
“a Disk is not a Partition is not a NTFS-Volume” these are different terms and although tightly linked to each other, they each have their own ‘features’. You also learn is that “you do not mount a disk” in fact you “mount a Volume or File System”.

In Cluster terms the “Physical Disk Resource” is a combination of all of these including the mounting part, so a ‘failure’ in one of these different parts may offline or fail the full resource, so people call it “the disk has failed”. Sometimes that is true, but many other times it is not.
An example would be: if for some reason Cluster (OS/mountmgr) fails to mount the volume, cluster will fail the “physical disk resource”, although the disk is OK, the File System might be OK. Still in general people will call this “the disk has failed”

So in short (hoping that I am not creating more confusion):

–         A Disk contains 1 or more Partitions
–         A Volume can be created on 1 or more partitions
–         A Volume can be formatted with a File System, such as NTFS
–         A Volume / File System is what you mount under a drive letter or mount point

A Cluster only supports Basic Disks, and with Best Practices in mind:
1 Disk contains 1 Partition, which contains 1 NTFS formatted Volume. Although this is a 1-to-1-to-1 relationship, still they are three different terms, and each of those can cause their own problems.


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