Forum Spotlight: How to successfully clone and upgrade a WHS system drive

by Alex Kuretz on January 17, 2010 · 20 comments

Forum member “ymboc” has long been a great technical contributor in the MediaSmartServer.net forums. First he uncovered the layout of the MediaSmart Server debug port, then figured out how to modify the BIOS of the EX470 and EX475 to use an AMD X2 processor, next he documented the registry keys that manage the fan speed of the EX470 and EX475 MediaSmart Servers (subsequently used by the MSS Fan Control Add-In), and has continued to support all the hardware tweaking enthusiasts in the forums.

Now he’s at it again with a new guide describing how to successfully clone and upgrade your Windows Home Server system drive using the uniqueid feature of the Windows diskpart command. I’ll preface this by saying this is not a solution to back up the WHS System drive, this process is only useful as a mechanism to replace or upgrade the system drive in your Windows Home Server. It is also a fairly lengthy process that requires a significant attention to detail in order to be successful, and of course this carries the risk of possibly damaging your Windows Home Server installation or could even result in data loss.

With all the scary caveats and disclaimers out of the way, here’s a description of the issue from ymboc’s forum post.

WHS uses (GU)ID numbers stored in the partition table of each disk to help identify them. When using disk imaging software to migrate an operating system from one disk to another disk, these disk ID numbers are typically not cloned during the disk imaging operation.

To Function properly, WHS requires that the disk ID number of the newly imaged disk match that of the image source.

A cloned WHS system disk with a mismatched disk ID number will still boot normally but will exhibit a number of Critical Health Warnings the most common of which is the “Backup Service is not Running” warning.

ymboc found that he could manipulate the disk ID using the uniqueid feature of the diskpart command to transfer the old Disk ID from the original disk and apply it to the new disk, allowing Windows Home Server to boot successfully with none of the warnings usually encountered. He tried this process first on a test system and then on his main home system and both worked successfully. Note that the original version of Vista does not support the uniqueid feature, you’ll need at least SP1.

I wanted to verify his findings and become familiar with the process, so I took my recently retired but still running EX475 with 3 drives in the storage pool including the stock 500GB System drive. I started by shutting down the Home Server, removing the System Drive, and inserting both it and a spare 750GB drive into my iStoragePro eSATA storage enclosure that was connected to my Vista SP2 PC. A multi-drive eSATA or USB external enclosure is the most simple way to directly attach the drives for cloning, however other alternatives are certainly possible such as installing the drives internal to your PC or by creating an image of the original disk and then applying it to the upgrade disk.

The next step was to use the “Clone Drive” feature of Acronis True Image Home 2010 to clone the original 500GB system drive to the spare 750GB drive. I selected the “Automatically resize partitions” option in Acronis so that the D: partition would fill up the new disk. Other disk imaging software or older versions may not support the “Automatically resize partitions” option, in which case ymboc includes instructions on how to do this manually. The disk clone took a bit over an hour to complete. I ended up with a 30GB system partition instead of the default 20GB system partition, with the remainder of the space utilized by the expanded D: DATA partition. This was due to the “proportional” default behavior of Acronis which resized each partition.

I wanted to verify the negative behavior of adding a cloned drive to the system to demonstrate the failure seen when the DISK ID’s don’t match, so I inserted the 750GB cloned drive into the server and powered it on. As you can see, Windows Home Server is not happy at all and my system is effectively unusable. The most common symptoms are the original System Drive showing up as missing from the storage pool, the new System Drive appearing to be Not Added, and the scrolling “Calculating sizes…” message where the usage pie charts normally reside.

I then shut down the server, removed the 750GB drive, and added it back to the eSATA storage enclosure. I followed ymboc’s instructions to read the old uniqueid from the original System Drive, and then applied it to the new System Drive. One important note: I found that I could not set the original Disk ID to the new disk, this was due to the original drive still being in my eSATA enclosure. Apparently diskpart won’t assign the same Disk ID to two drives in the system, or else it won’t display the same ID for two drives, I’m not certain which is true. Once I removed the original system drive from the eSATA enclosure I was able to successfully apply the Disk ID to the new drive.

After this completed I was ready to put the newly modified 750GB drive into the server and power it on. I have to admit to some apprehension as the system booted, and unfortunately that apprehension was justified as the system was still in a bad state similar to before I modified the uniqueid. ymboc and I discussed this, I cloned the original drive again while this time leaving the stock 20GB partition and following his resize instructions but still was unsuccessful. ymboc did some additional testing and discovered that prior to the Windows Home Server Power Packs the uniqueid was the only step needed, but with the latest Power Pack 3 this process failed.

Discouraged but not deterred, we both spent the next few days investigating and experimenting in similar directions, focused on how Windows Home Server stores data about the server drives and volumes in the Windows Registry. We identified some Volume and Disk info that was incorrect in the Storage Manager section of the Registry, and eventually ymboc made the final connection with the MountedDevices that links the C: and D: devices to their correct Volume paths. After he shared his updated process I followed it and had a successfully working system.

I’ve not run the system extensively, however I’m reasonably confident that everything is working just fine and that this is a reliable way to replace the System Drive in your Windows Home Server. While the process isn’t the full System Drive Backup that many people would like to see, it is a process that will be very handy for anyone looking to upgrade their smaller stock System Drive to a larger disk, or if you have a failing System Drive that is still working well enough to make a clone. I will remind you that this is not a process for the faint of heart, and requires a very careful attention to detail in order to be successful.

ymboc is looking for feedback from others following the process, so be sure to share your experience in his forum post or here in the comments and let us know how it goes.



Article by Alex Kuretz

I'm Alex Kuretz, and I'm the founder of MediaSmartServer.net. I was the Lead Test and Integration Engineer at HP for the MediaSmart Server until April 2008 when I moved on to other opportunites outside HP. I've kept active in the WHS community, creating several add-ins and helping users make the most of their Home Servers.


{ 2 trackbacks }

WHS Systemplatte klonen und erweitern : Home Server Blog
January 17, 2010 at 8:12 am
How to Clone your WHS System Drive « MS Windows Home Server
January 18, 2010 at 6:34 am

{ 18 comments… read them below or add one }

Comp1962 January 17, 2010 at 1:28 am

Great write up! I printed ymboc’s instructions and when I purchase more drives I will perform the experiment. I do have a 1 TB Drive I use for dumping ripped DVD’s. I could pull that drive and try the proceedure and swap out the orginal 500gb drive from the server I do all my testing with and see how it flies. Then I can do the same for my primary server when I purchase more hard drives. It will be a good test to do after I complete my 2009 Taxes tomorow.

Cougar January 17, 2010 at 10:49 am

Great work guys!

Vassilis January 18, 2010 at 6:42 am

i’m sorry but i don’t get how this is not also a “not a solution to back up the WHS System drive”.
I mean you clone the system drive to a new one, how this not a backup ?

Alex Kuretz January 18, 2010 at 8:47 am

A backup implies the storage of an image for later restore, this article and guide is about taking a snapshot and instantly applying it to another drive.

The process may actually may work successfully as an OS backup of the C: partition, though my concern would be around keeping that image updated to handle patches to WHS (primarily around the Backup DB as that seems most susceptible to change), added or removed drives, and any Add-In changes. The problem would come with the state of the tombstones on the D: partition and how the are linked to the data on the storage drives. To the best of my knowledge, WHS won’t do a rebuild of the tombstones unless the system is put into Server Recovery mode. Now, we could experiment to see if we can force a rebuild of the tombstones, but at that point we’re getting way out into unknown territory.

The point being that while you could possibly/probably backup the OS image for later restore, this would only protect you from OS corruption and not from the failure of your System Disk which is why I advocate against considering this to be a full backup process.

I’m thinking out loud on most of that, as of course I’ve not tried it yet. I’m definitely open to other thoughts on the matter!

Comp1962 January 18, 2010 at 9:34 am

Alex,

I still have to get to testing the process out and I have full confidence that it will work as described. The value I see in this is for those wanting to simply replace their existing System Drive with a new drive of same or larger capacity.

As far as using the imaged drive as a consideration for backup should your system drive fail and is in need to replaced I think to accomplish this you would need a dedicated drive not managed by WHS to record and monitor changes to both the tombstones and changes to the data structure on the system drive. If such monitoring software one day should exist I would imagine there would be some sort of an UPDATE function to read the data off the drive monitoring the system and then simply update the changes to the system drive to bring it upto date. To me this is the simplest way to use the imaged drive as a backup solution rather then the WHS Recovery Solution.

I am just thinking outloud here and may be out of place in my thought process but I do not think I am to far off but such software would have to be developed.

For now I am just excited and looking forward to testing this image proceedure out so that I can increase the size of my system drive without performing the WHS Recovery which as you know requires resetting up the server. This to me seems more favorable of a solution.

DVDBob January 18, 2010 at 10:16 am

Very intriguing, an something I could’ve used about 6 months ago. Oh well. Will definitely add to Delicious so I have it for the future.

As for using it as a backup solution, couldn’t one make normal backups of their System drive to whatever media they choose and if (or when) the drive fails, restore the most recent backup and do the uniqueid process? Depending on how frequently you backup the System drive, you might not be that far off from current state.

Alex Kuretz January 18, 2010 at 10:19 am

As for using it as a backup solution, couldn’t one make normal backups of their System drive to whatever media they choose and if (or when) the drive fails, restore the most recent backup and do the uniqueid process? Depending on how frequently you backup the System drive, you might not be that far off from current state.

As I mentioned above, this will likely work for the C: System partition but not for the D: data partition that contains the tombstones.

Alexander Zinchenko January 19, 2010 at 11:51 am

I used Clonezilla LiveCD when cloned WHS system drive. Clonezilla may copy disk ID too. Since September I have no any issue with WHS; BackUp, Folder Duplication and so on work fine.

Probably cloning using Clonezilla would be easier than according with instruction above.

ymboc January 19, 2010 at 2:57 pm

Alexander: Should CloneZilla infact actually clone the DiskID, that would certainly be sufficient enough to clone Pre-PowerPack1 WHS systems…

Can you pass on the details of your CloneZilla experience in the forum thread? or alternatively via forum PM?

Thanks

Comp1962 January 19, 2010 at 7:09 pm

Alexander, When you cloned your system drive did you have other drives in your server or was it the only drive in use?

Alexander Zinchenko January 20, 2010 at 7:39 am

ymboc: My WHS is turned off right now because of I am out of home right now. Since my leave PP3 were released. Let me find out how my system would work with PP3 and then I will try to remember how I cloned system drive.

Comp1962: It was 3 drives in my WHS. I changed defective drive to new and colder with the same size.

David January 21, 2010 at 1:56 pm

Tranquil are soon to release a neat Safe Server – based on a Safe Server module….

Keep your eyes on http://www.green-pcs.co.uk for further information

We hope that now users (SQA) can have 100% peace of mind (much needed)

Nigel January 22, 2010 at 6:49 am

Sounds great. Are you willing to supply us with a review unit?

ymboc January 22, 2010 at 7:21 am

Nigel: I think tranquil’s new product is just an implementation of IcyDock’s New MB992 2-bay raid Sata 2.5 to 3.5 adapter (or a variation thereof) annouced at CES

http://icydock.com/2009/12/ces-2010-product-preview.html#links

Nigel January 22, 2010 at 10:42 am

Cheers. More than happy for icydock to supply us some review units for the site as well!

David January 22, 2010 at 11:15 am

Indeed the SSM is a custom version of a HDD caddy designed to fit the SQA-5H Home Servers. It’s not the MB992, but something a little similar. The device will drop into the SQA-5H HDD (screwless) carriers. The RAID1 function ensures HDD protection, and does not affect HDD data transfers – as detailed in a recent post on the green-pcs.co.uk blog.

There is no reason why any home built server could not be made this way, and we would recommend it, as long as the builder understands the hardware and software functions. We do not expect OEMs to follow Tranquil, as the hardware increase would hike the build costs up too much.

Let’s hope this signals the beginning of the end of the WHS HDD1 problems (re-building can be very tiresome)

Ethan Kayes March 2, 2010 at 11:20 am

I want to say thank you to Alex and Ymboc for this How to Guide. I just replaced my failing system drive on my DYI Home Server. And after a few minor problems I have everything working just like new!

The process as outline by Ymboc went very smoothly. I have two minor suggestions in the process. If the disk in your workstation is identical to the disk you are going to be installing on the WHS I would write down the Disk ID of your workstation prior to starting the upgrade process. So my step one would be to use Diskpart to identify the Disk ID of your workstation prior to installing the WHS system drive and the new drive for copying. (Yes I changed the ID of the wrong drive)

Suggestion number two, if possible screen print the regedit parts of your current WHS system and highlight the items that you will be changing prior to making those changes in part 3 of the guide.

Again a big thank you, you saved my WHS!

Ethan

Alex Kuretz March 2, 2010 at 11:31 am

It’s great to hear this process worked for you, thanks for the feedback. Those are both good suggestions and can be useful references during the upgrade process.

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