Step By Step – Setting Up A Scale Out File Server For Hyper-V

Some months back I posted regarding SCOFS and Clustered Storage Spaces, I’ve sinced received multiple requests to post a step by step article explaining how to create a SOFS. So here it is.

A scale out file server is an active/active clustered file share that’s primary use is for storing Hyper-V VHDx files. It can also be used for SQL 2012, it should not be considered for a general use file server.

Before you start you are going to need 2 servers (you can use one but this won’t be redundant) with a shared disk (Iscsi, Fiber or JBOD), you’ll also need to install on both server the file server role and failover clustering.

Once you’ve set up the basics you open the failover cluster and start the new cluster wizard.


Select the servers you wish to use in your SOFS.


Choose a name for the cluster and assign the cluster an IP address. The IP should be on the network that you want your storage traffic to run off.


Complete the wizard, run a validation test to make sure that your cluster is fully compliant.

Now, make sure that your shared disk is formatted using NTFS and a 64K allocation unit size.


You can now add the storage to the cluster for cluster/SOFS use


Once the storage is added, you need to convert it to a CSV.


Now we can configure the cluster as SOFS. Right click roles and choose the option configure roles.


Choose file server and click next


Now choose the 2nd option: Scale-out File Server for application data


Choose a name for you SOFS, in my case it is hv-sofs


continue with the wizard untill complete.

Once completed you need to configure a share, go to the roles in the failover cluster, you’ll see the newly configured  role, right-click it and choose add file share.


A wizard will open and the first option is to choose the type of required file share. For a Hyper-V deployment choose the  SMB Share – Applications option.


Next choose the CSV on which you wish to create the share.


and now choose a name for the share.


complete the wizard.

You will now have a network share available in your network. in our case the path is \\hv-sofs (this is the name that we gave the SOFS cluster) in it we’ll find a shared folder named hv (this is the name that we gave the share).


You can now create a new Virtual Machine on your Hyper-V server and choose to store the Virtual Machine in the SOFS share.


After creating the virtual machine we can see that it’s vhdx file is stored on the SOFS.


Thats it, you now have a fully functional SOFS with a Hyper-V VM running off it.




2 thoughts on “Step By Step – Setting Up A Scale Out File Server For Hyper-V

  1. Great walkthrough article!
    Question: Does this share that’s created run as (or require) SMB 3.0 or would it be a “regular” SMB?

    • Hi Sava,
      The created share is an SMB 3.0 Share.
      Only SMB 3.0 is supported for storing Hyper-V files.
      So if you had lets say an SMB 2 share and trie to store your VM’s on the share it would fail.

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