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November 21st, 2024
Machine translation is used partially for this article. See the Japanese version for the original article.
Introduction
We will introduce the points to consider when migrating an HA cluster built with EXPRESSCLUSTER from an on-premises environment to an AWS environment.
EXPRESSCLUSTER can be used in any environment, whether on-premises or cloud. However, because the features available vary depending on the environment, you will need to consider the connection destination switching method and data transfer method when migrating. Also, if there is a period during the migration period in which the old and new servers will be running in parallel, you will need to be careful about how you handle licenses.
This article is divided into two parts: "Configuration Considerations Section", which introduces points to consider when migrating from an on-premises environment to an AWS environment, and "Configuration Changes Section", which describes how to change settings by reusing the cluster configuration data file, which is a configuration file for EXPRESSCLUSTER, when actually migrating. This article will cover the "Configuration Considerations Section". For information on how to modify the cluster configuration data file, please refer to the article in Configuration Changes Section.
Contents
1. Points to Consider When Migrating from an On-premises Environment to an AWS Environment
We will introduce the points to consider when migrating from an on-premises environment to an AWS environment.
Because there are differences in the available EXPRESSCLUSTER features(resources) between on-premises and AWS environments, you will need to consider replacing resources and changing parameters when migrating.
The features differences between EXPRESSCLUSTER in the on-premises and AWS environments are as follows:
Feature | On-premises | AWS |
Creation of a shared disk type cluster | 〇 | 〇 |
Creation of a mirror disk type cluster | 〇 | 〇 |
Creation of a hybrid disk type cluster | 〇 | 〇 |
Possibility of using management group | 〇 | × |
Possibility of using floating IP resource | 〇 | × |
Possibility of using virtual IP resource | 〇 | × |
Possibility of using virtual computer name resource | 〇 | × |
Possibility of using dynamic DNS resource | 〇 | 〇 |
Possibility of using AWS elastic ip resource | × | 〇 |
Possibility of using AWS virtual ip resource | × | 〇 |
Possibility of using AWS secondary ip resource | × | 〇 |
Possibility of using AWS DNS resource | × | 〇 |
In addition, the following guides also contain information about features differences and points to note, so please refer to them as well.

- Windows > Cloud > Amazon Web Services > EXPRESSCLUSTER X 5.2 for Windows HA Cluster Configuration Guide for Amazon Web Services
- -> 2. Overview
- -> 2.5 On-premises and AWS
- Linux > Cloud > Amazon Web Services > EXPRESSCLUSTER X 5.2 for Linux HA Cluster Configuration Guide for Amazon Web Services
- -> 2. Overview
- -> 2.5 On-premises and AWS
Some of the features introduced here may not be available depending on the version of EXPRESSCLUSTER, so we recommend using the latest version. For example, AWS DNS resources are available in EXPRESSCLUSTER X 4.0 and later, and forced stop resources are available in EXPRESSCLUSTER X 5.0 and later.
1.1 About the Connection Destination Switching Method
As summarized in the features differences, floating IP resources and virtual IP resources cannot be used in an AWS environment.
Therefore, if you want to access the server on which your business is running using an IP address from a client, as in an on-premises environment, you will need to consider replacing the connection destination switching method with an AWS virtual IP resource, for example.
Please refer to the articles We Have Summarized the Standard Configurations of EXPRESSCLUSTER X on AWS and
Introducing the Function of EXPRESSCLUSTER: AWS Secondary IP Resource or various guides for information on the features, uses, and precautions of the connection destination switching method that can be used in AWS environments.
Migration source | Migration destination | Remarks |
Floating IP resource | AWS Elastic IP resource | Since a global IP address is used, you need to consider changing the IP address used to connect to your business application. |
AWS Virtual IP resource | Since it is necessary to specify an IP address that does not belong to the CIDR of the VPC, it is necessary to consider changing the IP address used to connect to your business application. | |
AWS Secondary IP resource | Since a secondary IP address is replaced on the same subnet, the IP address may be able to be used as is. | |
Virtual IP resource | AWS Elastic IP resource | Since a global IP address is used, you need to consider changing the IP address used to connect to your business application. |
AWS Virtual IP resource | Since it is necessary to specify an IP address that does not belong to the CIDR of the VPC, the IP address may be able to be used as is. | |
Virtual computer name resource | AWS Virtual IP resource + hosts file | Since virtual computer name resource cannot be used in AWS, a pair of virtual host name and IP address is set in the hosts file. |
AWS Secondary IP resource + hosts file | ||
Dynamic DNS resource | Dynamic DNS resource | If the cluster server can access the dynamic DNS server, the dynamic DNS resource can be used as is. |
AWS DNS resource | You need to create a Hosted Zone in Amazon Route 53. |

- Windows > Cloud > Amazon Web Services > EXPRESSCLUSTER X 5.2 for Windows HA Cluster Configuration Guide for Amazon Web Services
- -> 4. Notes
- Linux > Cloud > Amazon Web Services > EXPRESSCLUSTER X 5.2 for Linux HA Cluster Configuration Guide for Amazon Web Services
- -> 4. Notes

- EXPRESSCLUSTER X 5.2 > EXPRESSCLUSTER X 5.2 for Windows > Reference Guide
- -> 3. Group resource details
- -> 3.18 Understanding AWS elastic ip resources
- -> 3.19 Understanding AWS virtual ip resources
- -> 3.20 Understanding AWS secondary ip resources
- -> 3.21 Understanding AWS DNS resources
- EXPRESSCLUSTER X 5.2 > EXPRESSCLUSTER X 5.2 for Linux > Reference Guide
- -> 3. Group resource details
- -> 3.14 Understanding AWS Elastic IP resources
- -> 3.15 Understanding AWS Virtual IP resources
- -> 3.16 Understanding AWS Secondary IP resources
- -> 3.17 Understanding AWS DNS resources
1.2 About the Data Transfer Method
In an AWS environment, it is possible to build shared disk, mirror disk, or hybrid disk type HA clusters, just as in an on-premises environment.
AWS offers services and features equivalent to shared disks. HA cluster using the Multi-Attach feature of Amazon EBS are one option for environments where I/O performance is more important. However, because this is essentially a Single-AZ cluster, availability is lower than with Multi-AZ or across regions clusters. In an AWS, configurations that place EC2 instances in multiple AZs or regions qualify for higher service level agreements (hereinafter called “SLA“). For details, please refer to the SLA of AWS.

To achieve a configuration with higher availability, mirror disk or hybrid disk type HA clusters are more suitable. This is because you can place servers multiple AZs or across regions, allowing you to be applied by higher SLAs. A hybrid disk type cluster is a configuration that combines a shared disk type and a mirror disk type HA cluster.
Please refer to the article Points to Consider and Recommended Settings When Building a Mirror Disk Type Cluster for points to consider and recommended values to consider before building a mirror disk type or hybrid disk type HA cluster.
In addition, for Linux OS, it is possible to build an HA cluster using Amazon Elastic File System as shared storage between servers. However, because Amazon EFS distributes and writes data across multiple Availability Zones, the latency of writing data may increase.
If you wish to use some resources, such as mirror disk resources, for the new, you will need an additional license.
1.3 About NP Resolution and Forced Stop Settings
In an AWS environment, we recommend a configuration that sets up an HTTP NP resolution resource as the NP resolution method. We also recommend using a forced stop resource in addition to the NP resolution resource. For details on setting up the NP resolution resource and the forced stop resource, please refer to the article How to Prevent Both-System Activation on AWS.
1.4 Other Points to Note
Here are some other points to note when considering migrating to an AWS environment:
- Communication port settings
In an AWS environment, in order to open the ports that EXPRESSCLUSTER uses for communication, in addition to the firewall settings for the EC2 instance, you also need to configure security settings on the AWS side, such as security groups and network ACLs. Details on port numbers are listed in the “Getting Started Guide“. The port numbers required differ depending on the version, such as the need to set up permission for new ports for cluster information management in EXPRESSCLUSTER X 4.2 and later, so please refer to the guide for the version you are using.

- EXPRESSCLUSTER X 5.2 > EXPRESSCLUSTER X 5.2 for Windows > Getting Started Guide
- -> 6. Notes and Restrictions
- -> 6.2 Before installing EXPRESSCLUSTER
- -> 6.2.2 Communication port number
- EXPRESSCLUSTER X 5.2 > EXPRESSCLUSTER X 5.2 for Linux > Getting Started Guide
- -> 6. Notes and Restrictions
- -> 6.3 Before installing EXPRESSCLUSTER
- -> 6.3.1 Communication port number
- About AWS AZ monitor resource
The AWS AZ monitor resource is a monitor resource that uses AWS CLI commands to monitor the health of the Availability Zone, and performs a failover if a response is returned indicating that the AZ is abnormal. Consider if you would like to monitor AZ failures and perform a failover when an abnormality is detected. For more information on the AWS AZ monitor resource, please refer to the following guide.

- EXPRESSCLUSTER X 5.2 > EXPRESSCLUSTER X 5.2 for Windows > Reference Guide
- -> 4. Monitor resource details
- -> 4.44 Understanding AWS AZ monitor resources
- EXPRESSCLUSTER X 5.2 > EXPRESSCLUSTER X 5.2 for Linux > Reference Guide
- -> 4. Monitor resource details
- -> 4.45 Understanding AWS AZ monitor resources
- About fixing device names of disks used in Linux environment
When building mirror disk type HA cluster for Linux in an on-premises environment, the device file name is often specified for the mirror partition. However, in an AWS environment, the device file name may change due to changes in instance type, restarting an instance, adding EBS, etc. If the device file name is changed while the cluster is in operation, mirroring may not be performed correctly.
Therefore, when building a mirror disk type HA cluster in an AWS environment, you will need to refer to the articlePoints to Note When Building a Mirror Disk Type Cluster on Linux in a Cloud Environment and take measures such as using logical volumes and specifying by-id instead of the device file name when setting up the mirror disk to avoid being affected by changes to the device file name.
The above measures are also effective when building a shared disk type or hybrid disk type HA cluster.
- About adjusting the OS startup time and EXPRESSCLUSTER service startup time
If you are using AWS forced stop resource for the first time, you may need to set an OS startup time or EXPRESSCLUSTER service startup delay time. For details, see the following article.
In addition, the following FAQ is in Japanese page, but it contains information about server migration to a virtual environment (P2V/V2V). It also contains information about the precautions to take when using the license in the destination, so please refer to it as well.
If there is a period during the migration period in which the old and new servers will be running in parallel, we also have fixed term licenses available on a monthly basis, so please consider using them.

- Presentation > EXPRESSCLUSTER X Product Introduction for Cloud
- -> EXPRESSCLUSTER X Fixed Term License
Conclusion
This time, we introduced the points to consider when migrating an HA cluster built with EXPRESSCLUSTER from an on-premises environment to an AWS environment. Since the type of cluster built on AWS varies depending on the system requirements, the points introduced here do not necessarily need to be reviewed in all environments, but you will use this as a reference if you are considering migrating your environment from on-premises to AWS.
When actually migrating to an AWS environment, the method for changing settings by reusing the cluster configuration data file is described in the Configuration Changes Section. Please take a look at this as well.
If you consider introducing the configuration described in this article, you can perform a validation with the trial module of EXPRESSCLUSTER. Please do not hesitate to contact us if you have any questions.