One of the most common PVS questions Citrix Consulting Services (CCS) is asked about is what is the best way to replicate vDisks between PVS stores. Some colleagues and I thought it was time to develop a utility that would help customers simplify this process. To that end, I met with several very smart and talented colleagues: Dan Morgan and Miguel Contreras, both from CCS, and Martin Zugec from Technical Marketing. You may have worked with them in the past, and you have probably read many blog posts from each of them over the years. On this project, they all provided me with script examples and helped me work through the many possible ways to do this.
When we decided to start the project, the first thing I did was take Martin out to dinner so I could pick his brain on the best way to approach the scripting technically. Martin has written three of what I consider definitive Blogs on understanding PVS internals and he is incredible with PowerShell, to the point of making it art. If you want to bone up on the subject you should read all his PVS blogs:
What Martin taught me was that PVS uses the Windows Cache Manager as the mechanism to cache vDisks. So, we need to understand how the Windows Cache Manager works with different copying methods. There are two types of copying we could use for the replication; buffered and unbuffered. Originally I was going to use unbuffered IO so that the replication did not displace vDisks currently being used from the cache. After discussing this with Martin I found out that the buffered copy moves the file into the cache at Priority2 while PVS vDisks use cache Priority5. Files with higher priority are preferred to remain in the cache. Therefore, it may be an advantage to use the buffered copy rather than unbuffered, because if there is free standby cache available, the new vDisks will be pre-cached and still not affect any running vDisks.
To see for myself how this works I downloaded Process Monitor from SysInternals and installed it on one of my PVS servers. I opened it and took a screenshot of the standby list as a baseline. I then used robocopy to copy a 2.7 GB ISO using buffered and unbuffered copies. The results are shown below.
Note that with buffered copy only Priority2 is changed. Then with the unbuffered copy there is really no change to the standby cache. However, I did a little more testing because i know that the unbuffered copies are faster. I found in testing that it is about 3 times faster to use unbuffered copies as shown here.
Based on these results, I decided to support both copy models with the scripting, allowing the administrator with the ability to choose their preferred method. That way if speed of replication is more important than pre-caching, then that choice is possible.
One of the key decisions I had to make for the scripting is what tool to use to copy the files. I decided that robocopy would be the best choice for a utility to copy the vDisks. I love robocopy and thought it was perfect for this use case for many reason:
- It’s part of Windows and therefore readily available.
- It handles all the heavy lifting. We can use the /MIR directive and it will keep our stores in sync.
- It performs well and can be tuned by setting the number of threads it will use.
- Most administrators already know how to use it.
- It has great logging and is easy to configure using text files.
- It is one of the few tools that supports unbuffered copy.
Now that you have the background, let’s talk about the utility I created. First, I am doing this to help Citrix customers be more efficient. However, realize this is really an example of what can be done with PVS and PowerShell. You are free to use the utility with no strings attached. You can modify the utility for your own use. But the utility is not supported by Citrix support. I will do my best to stay up on comments to this blog and will answer questions and address issues as I can, but do not call Citrix support if facing an issue related to this utility.
OK, I said one of the key design goals for the new utility was to support all use cases for vDisk replication. This means supporting all of the following:
- Replication within a PVS Site.
- Replication between PVS Sites.
- Replications between PVS Farms.
You can also support all three if you need to. For example, you may first want to copy to one server in a second farm, then to all the other servers in that farm from that server. Also, the utility needs to support copying the disks in any order. You should be able to copy disks one at a time or all at once. This gives you control over the amount of bandwidth used on the source servers against the time it takes to handle the entire replication.
Replication Within a PVS Site
First let’s Look at the most common scenario where we want to copy a vDisk from a Master Server, which is just a PVS server we decide to make all our changes on, to say three other PVS servers in the same site.
Using the utility, we can configure it to copy to all three servers at the same time (signified by the red circles) or one after the other (signified by the blue squares). The main difference is that the bandwidth usage required on the Master sever will be much lower if we copy serially, but it will take much longer for the entire process to complete. You could also copy two first then one or vice versa trading off time versus the amount bandwidth required. This could be important, depending on how many target devices boot during that time, how many total target devices there are, and how much activity is expected during the replication time.
Replication Between PVS Sites
The utility assumes by default that all servers in all sites in the same PVS farm can be copied without a bridgehead server (AKA Secondary Master), as shown below. Similar to the first scenario, whether the copies occur serially or in parallel is completely configurable to control the bandwidth used on the Master server.
If the PVS sites you are replicating between are in different datacenters and your inter-datacenter link is bandwidth-constrained, you you can configure a server in the remote site to function as a bridgehead/secondary master server and the utility will add jobs to sync from the bridgehead and save considerable bandwidth on the inter-datacenter circuit.
Replication Between PVS Farms
Let’s look at another common need, which is to sync up two PVS farms in different datacenters. To make it more interesting I have included two stores per server.
The vDisk is first copied to a Secondary Master in the second farm. Then, the Secondary Master is used as the source for all the vDisks in that site. Also, we have configured the utility to wait until the secondary site master copy is complete, then serially update the other servers in each site. Many possible combinations of these settings exist and can be configured for use with the tool.
In sum, I tried to make the utility work across the broadest set of use cases and environments that I could. I hope you find that it is very easy to use. This will be true if you designed your PVS infrastructure in ways we expect. However, if that is not the case, you may have to manually set up the configuration files that drive the scripts or make some tweaks to the code. If you find this the case, please come back to this blog and leave me a message with why the utility didn’t work for you so I can try to address it in a future version.
You may have noticed that I am calling this a utility and not a script. That is because I have created a UI that allows administrators to quickly build config files that tell the script what to do. The UI was created as a Microsoft HMTL Application (HTA). I like HTA’s because I find them powerful, easy to create, and they always work in Windows. The first thing you need to do to use the utility is to download the zip file, and unblock it, which will unblock all the scripts within it. To unblock it, open the properties of the zip file and click on the “unblock” check box. Then unpack the utility to a path. I always use a path with no spaces off the root on my workstation. I then disable inheritance on that folder to allow writes into the subfolders of the utility. If you are just testing you can run this from anywhere. If you are setting it up for production, I would install it on the machine you use as a scripting server in your Citrix environment. Then log on to that machine with a service account that you plan on running the utility as. The utility requires the following:
- Account with local Administrator permissions on the scripting server.
- Account with local Administrator permissions on PVS servers.
- Account in Citrix Administrators Group in PVS
- PVS Console Installed on the scripting server.
- PVS Version 7.7 or later
- PSEXEC copied into the PowerShell folder for the utility
- Ports open required by PSEXEC
- Store names that match on all servers
When you set up the script you must enter a credential that is used by PSEXEC when it launches the PowerShell script on each PVS server to run the robocopy commands. The credentials will be saved using a PowerShell function where the credential is hashed based on the user account and computer where the credential is saved. This is why it’s important to log into the scripting server using the service account the script will “Run As.” If you don’t do that, the script will not be able to unencrypt the account information and it will fail.
After you have the utility unpacked, and in its’ folder, run the reg file included with the script called “HTARunAs.reg.” It will configure a right-click menu item to allow you to run HTA’s “As Administrator.” Then right click on the HTA and run it “As Administrator.” The utility will open. Click on the setup tab and fill in the information. There are five sections to configure as seen below.
In the setup you will define the information required by the different scripts to work. This includes primarily the PVS servers that are the source for both obtaining the required PVS information as well as the servers where vDisks will be imported.
- Farm Master Servers — A master server is the source of the vDisk replication. The utility is designed so that the first entry made in the Farm Master Servers is the “Primary Master” meaning that it is where you will make changes to your vDisks and it will be the source for the replication to other servers, sites and farms. If you have one or more secondary farms then you will add additional “Secondary Master” servers here as well. These will be configured as bridgehead servers for the secondary farm. Also, when the vDisks are imported for a site they will be imported using the Secondary Master.
- Secondary Site Import Servers — After the replication is complete the vDisks are automatically imported into PVS for any sites other than the one the Master Servers are in. The servers added here will be used for the import process. The drop down should already list the servers to choose from if you have more than one site.
- Save Credentials — Use this section to enter the credentials used to run the robocopy PowerShell script on PVS servers.
- Time Limit — The master script will run in a loop executing jobs on remote PVS servers. The script waits for the jobs to complete, then creates new jobs as dictated by the ordering of the replication jobs. If there are issues and the remote jobs never complete, this time limit will be reached and the master script will be closed out cleanly.
- Copy Method — The utility can use either buffered or unbuffered file copies. The default is unbuffered, which will provide faster replication times. Switching to buffered file copies will pre-cache the vDisks, if there is standby cache available.
After saving all the setup parameters use the email tab to configure the utility to send status emails after running the scripts. The status email will include information on each robocopy job and whether any replicated vDisks were successfully imported. The email will also include all the robocopy logs, the remote script logs and the master script log.
Now you are ready to set up the replication. Use the Stores tab to define all the stores in your environment. First click on the “Get Stores” button. A script will be run to pull in all the stores from the defined Master Servers. This will generate Master/Slave pairs where the stores names match. If you need to add pairs where the store names are different, then use the manual add feature. To use this feature first click “Populate”. A PowerShell script will query all the PVS servers defined in the setup tab and add the servers/stores to the Source and Destination drop down boxes. After the script is complete, choose the desired Source and Dest pairs and add the selections to the Stores table. Then you can add them to the process table as described in the next section.
The list includes the Type (Automated or Manual), Farm, Site, Server and Source/Destination for the Master and Slave Stores. Check the Action checkbox for all the store pairs you want to include in your default replication script and click “Add to Process”. This will add any of the selected lines to the process tab.
The last tab in the interface is the Process tab. The Process tab allows you to manually run the script. You can use the process tab to run one or all of the replication jobs manually. If you make changes in the process tab you must save it before running the script because the script uses the saved configuration files, not what is shown on the UI. Just remember the saved settings become the default. The Process tab also has Backup and Restore buttons. You can backup the configuration before changing it if for example you just want to replicate a single store. Then when your done, just click restore to get back the standard configuration.
Use the order field to configure the order of the replication. Using 0 means the robocopy job will be run when the script starts. Any lines with a 0 are all started at the same time. To configure one copy job after another, enter the predecessor line # from the first column into the order field for the line you want to follow it. In the example above the job 5 will follow the job 3 and job 8 will follow job 7. Any order should be possible using this interface. When you have configured all the lines you want to include in the default replication click the save button and this configuration will be saved to be used by the script.
The UI provides the ability to run the replication or to test it.
If you use test a “/L” is added to the robocopy rcj file and robocopy only logs what it would do, rather than performing any copies. Also, the vDisk imports are skipped. But everything else is run, including creating folders and copying the script files to all the PVS servers, running robocopy using the supplied credentials, creating the log file and status email. I would always recommend running once in test mode before using the utility in standard mode.
The PowerShell Script
The last thing to discuss is how the PowerShell script works. This won’t be a techie description of the actual scripting but just how the process works. The script first opens all the configuration files and reads the job table into a table in memory. The script then looks at all imported vDisks and versions to see if any are in Private Mode. If any are found, they are added to the file exclusion list used for the robocopy configuration. This way only Standard Mode vDisks are replicated. When PVS disk versioning is being used, the script will exclude any version that is not in Production Mode.
The script then loops through the jobs and first starts the jobs with an order of 0. The jobs are run remotely using PSEXEC on each slave server. The loop executes every minute and it checks the jobs that were started to see if any have completed. If a job status changes to completed the script looks for any other job with the completed job number in its order field. If there are any, then those jobs are started and the looping continues. Jobs that are completed are then ignored. This loop will run until all jobs are completed or the time limit is reached.
When the loop is exited the script moves on to import the vDisks into the Master Servers and Secondary Site Import Servers. Lastly the script gathers all the logs, creates the status email and sends the email to the defined recipients.
Using A Scheduled Task
To run the utility on a regular basis set up a scheduled task on your scripting server. Remember the following points when creating the scheduled task:
- Run the task as the user you used when configuring the utility.
- Run with highest privilege.
- Configure for the latest version of Windows.
- Run when user is logged on or not.
- Start a program pointing to the vDiskReplicator.ps1 file.
- Start in the PowerShell folder under your utility folder.
I know this blog was long but really there is a lot to go over if you want to really understand the process at a deep level. Please let me know if you try the utility and provide any thoughts you have on how it works or what can make it better.
Lastly, and possibly most importantly, this is version1 of this utility. I have tested it in my lab but it has not been tested by customers at the time this blog was released. Please start by using this in your lab. Treat it like any script you would develop yourself and test it well before adding it to your production environment. Remember this is to be used at your own discretion and is not supported by Citrix.
This software application is provided to you “as is” with no representations, warranties or conditions of any kind. You may use and distribute it at your own risk. CITRIX DISCLAIMS ALL WARRANTIES WHATSOEVER, EXPRESS, IMPLIED, WRITTEN, ORAL OR STATUTORY, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NONINFRINGEMENT. Without limiting the generality of the foregoing, you acknowledge and agree that (a) the software application may exhibit errors, design flaws or other problems, possibly resulting in loss of data or damage to property; (b) it may not be possible to make the software application fully functional; and (c) Citrix may, without notice or liability to you, cease to make available the current version and/or any future versions of the software application. In no event should the code be used to support of ultra-hazardous activities, including but not limited to life support or blasting activities. NEITHER CITRIX NOR ITS AFFILIATES OR AGENTS WILL BE LIABLE, UNDER BREACH OF CONTRACT OR ANY OTHER THEORY OF LIABILITY, FOR ANY DAMAGES WHATSOEVER ARISING FROM USE OF THE SOFTWARE APPLICATION, INCLUDING WITHOUT LIMITATION DIRECT, SPECIAL, INCIDENTAL, PUNITIVE, CONSEQUENTIAL OR OTHER DAMAGES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. You agree to indemnify and defend Citrix against any and all claims arising from your use, modification or distribution of the code.
Updated 6/21/2018 Version 1.1 to fix bugs with multisite replication status and assigning buffered or unbuffered copies.
Updated 6/30/2018 version 2.0 Added the ability to choose which vDisk files to replicate. See the help for details. One important thing to note when using this feature is that once you select just certain files for replication, whenever the script is run, it will only include those files until you clear the selection. I also made several small fixes within the UI and explained a few things better in the UI and help.
Updated 7-5-2018 Version 2.0.2 Fixed issue with the HTA saving the email config and running the email test on Server 2016. This was due to a pathing issue where 2016 treats “cmd /c” differently than other OSes. Also fixed the issues with Access Denied for the robocopy jobs. I added a -h in the PSEXEC cmdline so the job would be elevated. I also tested using an account with just local admin and not domain admin.
Updated 7-11-2018 Version 2.1 Added the ability to manually add any source and destination stores. Fixed an issue where network based stores could not be replicated between sites. Fixed an issue where files could not be selected when using network stores. Removed Order from the stores tab as it was not needed there. Updated the Get Stores script to work better.
Updated 7-18-2018 Version 2.2 – Fixed two big issues both with versioning. If a version already existed in a second Site or Farm, then a new version could not be imported. Also, if using selected files with versioning, the version files were not replicated properly. If you change an override setting in versioning that will not currently be replicated though the override will be replicated initially. I plan to address that in a future version. Likewise if you delete versions you must delete on both sides before replicating. I also plan on addressing deletes in future versions. The current version will remove the files but it wont handle the settings.
Updated 7-26-2018 Version 2.3 – There was a bug in the script used to populate the manual drop downs for choosing from and to stores. This updated modified the GetManStores.ps1 script to convert local paths to network paths for the stores. You only need to upgrade to this version is you are using the manual population functions to configure your stores.
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