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Failover feature provides maximum possible uptime for the displays. Failover requires two Userful servers to be located on the same subnet; if that is the case, then if Primary server fails, the Secondary server takes over the network zero-client devices of the Primary i.e. failed server.
This page outlines best practices and steps to take when preparing for and executing failover procedures using network zero clients.
Note: This feature is NOT applicable for USB zero clients, since USB zero clients will be connected to a specific Userful server only.
Before configuring failover group, following requirements and caveats must be met:
- Primary-Secondary relationship
- Although all members in the failover group are equivalent; we still suggest that user should indicate one server as the Primary and the other as the Secondary
- Primary is the server with assigned displays that is added first when a failover group is created
- Secondary is the server with only onboard display running (i.e., without any assigned display)
- Same hardware specifications
- Both Userful servers should have similar hardware specifications
- Same working environment
- Both Userful servers should have identical version of all the software packages (specially the "userful-control-center" package)
- Same media content
- Any local content must be added manually to both servers and CMS subscription may be required for both hosts
- Same license
- Both Userful servers should have identical licenses, please contact Userful Sales Representative or send an email to firstname.lastname@example.org for more details
Setting Failover Group
The first step in setting failover group is to Enable Failover on the Primary server.
- Open Control Center > Settings > Failover Group Settings.
- Select "Enable Failover".
- Allow Control Center to restart.
The next step is to define the failover group, i.e. the failover relation among two servers.
- Follow the below mentioned steps to define failover group:
- Open Control Center of the "Primary" server.
- Go to Settings > Failover Group Settings
- Enter the Group Name and click "Create Group" to create a new group.
- Once the failover group is created, the name of the "Primary" server will be listed under "Servers".
- Select the Failback Setting to be "Automatic" or "Manual" depending on the use case.
- "Failback" occurs once the Primary server comes back online where the failed over displays from the Secondary server will be re-assigned back to the Primary server. This failback can happen automatically or manually as mentioned above.
- Next step is to log in to the Secondary server.
- Open Control Center.
- Go to Settings > Failover Group Settings.
- Select "Enable Failover" and allow Control Center to restart.
- Again open Control Center.
- Go to Settings > Failover Group Settings.
- Create a new group or Join an existing group from the drop-down menu as shown in the image.
- Click “Join Group” button.
Note: Joining an existing failover group will copy and overwrite current display mapping with the display mapping from the failover group's shared database.
- The newly added Secondary server is now listed under the list of servers.
Note: When a new server is added to an existing failover group, the sources and other settings of the "Primary" server gets copied to the newly added server automatically. Blackmagic Capture source and Video Capture source will not get copied on the "Secondary" server as the capture card is directly connected to the "Primary" server.
Follow the below mentioned steps to test the Failover process:
- Ensure that the “Primary” server and “Secondary” server are both online under the same subnet.
- Shutdown or unplug the network cable from the "Primary" server
- Within few seconds, the displays that were assigned to the Primary (failed) server should come back online, but these displays are now running on the "Secondary" server as failover displays
Please note that the failover displays have orange display icon with display ID
- Reboot or plug the network cable back to the Primary host.
- Within few seconds, all failover displays will unassign from the "Secondary" server and restored back to the "Primary" server automatically or manually depending on the Failback Setting selected.
- Images shown in the right show the messages that will appear while displays failback from Secondary server to the Primary server.