Checklist: Setting Up Failover Cluster Nodes, Networks, and Storage

Updated: October 24, 2008

Applies To: Windows Server 2008

This is a generalized checklist for the process of setting up failover cluster nodes, networks, and storage. More complete checklists are available at Overview of Checklists in the Failover Cluster Deployment Guide.


  Task Reference
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Review hardware and infrastructure requirements for a failover cluster.

Failover Cluster Requirements (

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Install the failover clustering feature on every server that will be in the cluster.

Install the Failover Clustering Feature on a Set of Servers

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Connect the networks and storage that the cluster will use.

Prepare Hardware Before Validating a Failover Cluster

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Run the Validate a Configuration Wizard to confirm that the hardware and hardware settings of the servers, network, and storage are compatible with failover clustering. If necessary, adjust hardware or hardware settings and rerun the wizard.

Validate the Nodes, Networks, and Storage for a Failover Cluster

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Create the failover cluster.

Create a New Failover Cluster

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If the clustered servers are connected to a network that is not to be used for network communication in the cluster (for example, a network intended only for iSCSI or only for backup), then configure that network so that it does not allow cluster communication.

Modify Network Settings for a Failover Cluster

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