In this post, I'm providing a reference to the most relevant content related to Windows Server 2012 R2 that is related to the File Server, the SMB 3.02 features and its associated scenarios like Hyper-V over SMB and SQL Server over SMB. This is what some like to call a "Survival Guide" for SMB 3.02. t's obviously not a complete reference (there are always new blogs and articles being posted), but hopefully this is a useful collection of links for Windows Server 2012 R2 users.
This post covers only articles that are specific to Windows Server 2012 R2. However, note that there’s also a Windows Server 2012 version of this post. Most concepts, step-by-steps and tools listed there also apply to Windows Server 2012 R2.
TechNet articles on Windows Server 2012 R2 File Server and SMB 3.02 (and related topics)
- TechNet - What's New for SMB in Windows Server 2012 R2
- TechNet - Virtual Hard Disk Sharing Overview
- TechNet - What's New in Failover Clustering in Windows Server 2012 R2
- TechNet - What’s New in Hyper-V in Windows Server 2012 R2
- TechNet - Performance Tuning Guidelines for Windows Server 2012 R2 - Server Roles - File Server
- TechNet - Provide cost-effective storage for Hyper-V workloads by using Windows Server
- TechNet - Provide cost-effective storage for Hyper-V workloads by using Windows Server: planning and design guide
- TechNet - Windows Server 2012 R2 Storage - Technical Scenarios and Solutions (white paper, PDF)
- Download - Windows Server 2012 R2 Private Cloud Storage and Virtualization Poster and Hyper-V Mini-Posters
Blog posts on Windows Server 2012 R2 File Server and SMB 3.02 (and related topics)
- Jose's Blog - Windows Server 2012 R2: Which version of the SMB protocol (SMB 1.0, SMB 2.0, SMB 2.1, SMB 3.0 or SMB 3.02) are you using?
- Jose's Blog - What’s new in SMB PowerShell in Windows Server 2012 R2
- Jose’s Blog - Troubleshooting File Server Networking Issues in Windows Server 2012 R2
- Jose's Blog - Raw notes from the Storage Developers Conference (SDC 2013) (includes developer-related updates on SMB 3.02 and SMB Direct v2)
- Jose's Blog - Networking configurations for Hyper-V over SMB in Windows Server 2012 and Windows Server 2012 R2
- Jose's Blog - Automatic SMB Scale-Out Rebalancing in Windows Server 2012 R2
- Jose's Blog - Selecting the number of nodes for your Scale-Out File Server Cluster
- Jose's Blog - Troubleshooting File Server Networking Issues in Windows Server 2012 R2
- Jose’s Blog - Hyper-V over SMB – Performance considerations
- FileCab Blog - To scale out or not to scale out, that is the question (blog by Ned Pyle)
- Clustering Blog - Cluster Shared Volume (CSV) Inside Out (blog by Vladimir Petter)
- Clustering Blog – How to Enable CSV Cache (updated for Windows Server 2012 R2) (blog by Elden Christensen)
- Windows Server Blog - Storage Transformation for your Datacenter
- In The Cloud Blog - What’s New in 2012 R2: IaaS Innovations (many additional storage links here)
Step-by-step instructions for Windows Server 2012 R2 File Server and SMB 3.02 (and related topics)
- Jose's Blog - Windows Server 2012 R2 Storage: Step-by-step with Storage Spaces, SMB Scale-Out and Shared VHDX (Virtual)
- Jose's Blog - Windows Server 2012 R2 Storage: Step-by-step with Storage Spaces, SMB Scale-Out and Shared VHDX (Physical)
- Jose's Blog - Step-by-step for Storage Spaces Tiering in Windows Server 2012 R2
- Jose's Blog - SMB Direct and RDMA performance demo from TechEd (includes summary, PowerShell scripts and links)
- Jose’s Blog - Deploying a Windows Server 2012 R2 Scale-Out File Server Cluster using Azure VMs
- TechNet - Deploy a Guest Cluster Using a Shared Virtual Hard Disk
- TechNet - How to Create a Guest Cluster by Using a Service Template in VMM
- TechNet – Deploy SMB Direct with InfiniBand Network Adapters
- TechNet – Deploy SMB Direct with RoCE Network Adapters
- TechNet – Deploy SMB Direct with Ethernet (iWARP) Network Adapters
- Script Center - Storage Spaces Physical Disk Validation Script
TechEd 2013 presentations (with video recording) on Windows Server 2012 R2 File Server and SMB 3.0 (and related topics)
- MDC-B333 - Storage and Availability Improvements in Windows Server 2012 R2 (includes overview of new SMB, Storage Spaces and Clustering features in Windows Server 2012 R2)
- MDC-B335 - Understanding the Hyper-V over SMB Scenario, Configurations, and End-to-End Performance (includes new SMB features in Windows Server 2012 R2)
- MDC-B311 - Application Availability Strategies for the Private Cloud (includes details on the Shared VHDX feature in Windows Server 2012 R2)
- MDC-B331 - Upgrading Your Private Cloud with Windows Server 2012 R2 (includes details on upgrading a File Server clustering to Windows Server 2012 R2)
- MDC-B218 - Storage Spaces: What’s New in Windows Server 2012 R2 (includes details on the new Tiering and Write-back Cache features in Storage Spaces)
- MDC-B342 - Reduce Storage Costs with Data Deduplication (includes details on how to use Deduplication with live VHD files in a VDI scenario)
- MDC-B336 - Cluster in a Box in 2013: How Real Customers Are Making Their Businesses Highly-Available with… (updated view of the CiB solutions)
- MDC-B330 - Hyper-V - What's New in Windows Server 2012 R2 (include overview and/or demos of Storage QoS and Live Migration over SMB and Shared VHDX)
- MDC-B357 - What’s New in Microsoft System Center 2012 R2 - Virtual Machine Manager (includes overview of VMM management of Storage Spaces, Scale-out File Servers and Shared VHDX)
- MDC-332B - SMB 3 is the Answer (Ned Pyle's overview of SMB3 in various scenario, from TechEd Australia)
Demos, Interviews and other video recordings
- Demo: SMB Scale-Out Rebalancing (only the demo from the MDC-B335 presentation above)
- Demo: SMB Direct Performance (only the demo from the MDC-B335 presentation above)
- Demo: Hyper-V Live Migration over SMB (only the demo from the MDC-B335 presentation above)
- Demo: Guest Clustering with Shared VHDX (only the demo from the MDC-311 presentation above)
- Channel 9 Live with Rick Claus - Storage Changes in Windows Server 2012 R2
- Carsten Rachfahl (MVP) - Interview with Jose Barreto about the SMB Enhancements in WS2012R2
- TechNet Radio - What's New in SMB for Windows Server 2012 R2
- TechNet Radio - Networking Configurations for Hyper-V over SMB in Windows Server 2012 R2
Windows Server 2012 R2 download links
- TechNet Evaluation Center - Download Windows Server 2012 R2 Evaluation (public download)
- MSDN Subscriber Downloads - Windows Server 2012 R2 (x64) - DVD (English) (subscriber login required)
Windows Server 2012 R2 – RDMA NIC Drivers
- Drivers - Chelsio - Latest RDMA drivers for Chelsio for Windows Server 2012 R2 Preview (public download, select latest Unified Wire driver)
- Drivers - Mellanox - Latest RDMA drivers for Mellanox for Windows Server 2012 R2 Preview (public download)
Blog posts by Microsoft MVPs on Windows Server 2012 R2 File Server and SMB 3.02 (and related topics)
- Aidan Finn - Windows Server 2012 R2 Hyper-V – Guest Clustering With Shared VHDX
- Aidan Finn - Windows Server 2012 R2 Hyper-V – Live Migration Improvements (Compression and SMB 3.0)
- Aidan Finn - Creating & Adding Lots Of Shared VHDX Files To VMs Using PowerShell
- Aidan Finn - Adding a Disk to a SOFS Clustered Storage Pool
- Aidan Finn - Creating a Virtual WS2012R2 SOFS with Shared VHDX & Storage Spaces
- Aidan Finn - A Converged Networks Design For SMB 3.0 Storage & SMB Direct Live Migration
- Didier Van Hoye - Verifying SMB 3.0 Multichannel/RDMA Is Working In Windows Server 2012 (R2)
- Didier Van Hoye - Shared Virtual Disks in Windows Server 2012 R2 Hyper-V Maximizes TCO/ROI
- Didier Van Hoye - Preliminary Results With Live Migration Over RDMA Speed & Useful Number Of NICs
- Didier Van Hoye - An Early Look At Live Migration Over TCP/IP & Multichannel In Windows Server 2012 R2 Preview
- Ray Lucchesi - Windows Server 2012 R2 storage changes announced at TechEd
Posts on Windows Server 2012 and SMB 3.0 that still apply to Windows Server 2012 R2 and SMB 3.02:
- SNIA Tutorial: SMB Remote File Protocol (including SMB 3.0) (SNW Fall 2012)
- Blog: Windows Server 2012, File Servers and SMB 3.0 – Simpler and Easier by Design
- White paper: ESG Lab Report showing Windows Server 2012 Storage and Networking performance (includes Hyper-V over SMB performance)
- Blog: How does New-SmbShare know whether the new share should be standalone, clustered or scale-out?
- Blog: The basics of SMB Multichannel, a feature of Windows Server 2012 and SMB 3.0
- Blog: The basics of SMB PowerShell, a feature of Windows Server 2012 and SMB 3.0
- Blog: How to Enable CSV Cache - Used by Scale-out File Servers
- Blog: Disable 8.3 Naming (and strip those short names too)
- Blog: Avoid loopback configurations for Hyper-V over SMB
- Blog: Use PowerShell to find the free space on the volume behind an SMB file share
- Blog: New per-share SMB client performance counters provide great insight
Other relevant links related to Windows Server 2012 R2 SMB features
- Windows Server Catalog – JBODs certified for Storage Spaces
- Wiki - Storage Spaces Frequently Asked Questions (FAQ)
Knowledge Base - KB Articles
- KB 2920151 - Recommended hotfixes and updates for Windows Server 2012 R2-based failover clusters
Protocol Documentation
- [MS-SMB2]: Server Message Block (SMB) Protocol Versions 2 and 3 (SMB protocol versions 2 and 3, including changes in this latest version)
- [MS-SMBD]: SMB2 Remote Direct Memory Access (RDMA) Transport Protocol (SMB Direct protocol, including changes in this latest version)
- [MS-SWN]: Service Witness Protocol (Witness protocol, including changes in this latest version)
- [MS-RSVD]: Remote Shared Virtual Disk Protocol (the new Remote Shared Virtual Disk protocol)
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Change tracking:
- 06/26/2013: Original post
- 07/11/2013: Added two demos, added Mellanox driver download, updated links
- 07/18/2013: Added more MVP blog links
- 07/31/2013: Additional blog links (including main In The Cloud blog, step-by-step guides)
- 09/23/2013: Additional blog links (SMB PowerShell, Storage Spaces) and links to final protocol documents
- 10/17/2013: Additional blog links (Networking) and GA Update Rollup link.
- 11/04/2013: Additional blog link (Rebalancing), Storage Spaces FAQ wiki link
- 11/10/2013: Additional blog link (Number of nodes), Performance guide link
- 01/24/2014: Added many new TechNet and blog links. Added two TechNet Radio links. Updated some categories.
- 03/30/2014: Added a TechNet and blog links.