Files
docs/Workflows/Windows/Windows Server/Roles/DFS/Creating and Configuring DFS Namespaces with Replication.md
Nicole Rappe 36a434adb7
All checks were successful
GitOps Automatic Deployment / GitOps Automatic Deployment (push) Successful in 8s
Update Workflows/Windows/Windows Server/Roles/DFS/Creating and Configuring DFS Namespaces with Replication.md
2025-10-14 06:06:39 -06:00

16 KiB

Purpose

If you want data available from a single, consistent UNC path while hosting it on multiple file servers, use DFS Namespaces (DFSN). A namespace presents a virtual folder tree (for example, \\bunny-lab.io\Projects) whose folders point to one or more folder targets (actual SMB shares on your servers). DFS Replication (DFSR) is a separate feature you configure to keep the contents of those targets in sync.

This document walks through creating a domain-based DFS namespace and enabling DFS Replication for two servers.

!!! info "Assumptions" You have two Windows Server machines (e.g., LAB-FPS-01 and LAB-FPS-02) running an edition that supports DFS (Standard or Datacenter), both activated, domain-joined, and using static IPs.

Installing Server Roles

Install the roles on both servers:

  • Server Manager → Manage → Add Roles and Features
  • Click Next to Server Roles
  • Expand File and Storage Services
    • Expand File and iSCSI Services
      • Check File Server
      • Check DFS Namespaces
      • Check DFS Replication
  • Next → Next → Install, then finish.

Create & Configure Network Shares

Create (or identify) the folders you want to publish in the namespace, and share them on each server. Be sure to enable Access-based Enumeration on all of the folder shares for additional security. You only need to ensure that the folders exist on one of the servers, it will be created on-the-fly and replicated automatically.

Additionally, it is recommended (if possible) to set the share names to be hidden. For example \\LAB-FPS-01\Projects$, that way it ensures that users access the share via DFS at \\bunny-lab.io\Projects and users don't accidentally access the network shares directly, bypassing DFS. For example, the local path would be Z:\Projects but the network share would be \\LAB-FPS-01\Projects$. This wouldn't break things like replication, but it would muck things up a little bit organizationally.

!!! warning "What must match vs. what can differ" - Must exist on each server: a shared folder to act as the folder target (path can differ per server). - Share permissions: are not replicated; set them on each server. - NTFS permissions inside the replicated folder: are replicated by DFSR and should be consistent. - Targets do not have to use identical share names/paths, but keeping them consistent simplifies things.

Permission Type User / Group Access Level**
Share Everyone (or Authenticated Users) Full Control Best practice is to grant broad Full Control on the share and enforce access with NTFS.
NTFS SYSTEM Full Control Required for DFSR service.
NTFS Share_Admins Full Control Optional admin group for data management.
NTFS Business groups needing access Modify Grant least privilege to required users/groups.

!!! info "Note On Inheritance" Disabling inheritance is not required for DFS/DFSR. Keep it enabled unless you have a clear reason to flatten ACLs; inheritance often reduces long-term admin overhead.

DFS Breakdown

A namespace is a logical view like \\bunny-lab.io\Projects. Inside it, you create DFS folders (e.g., Scripting) that point to one or more folder targets, such as:

  • \\LAB-FPS-01\Projects$\Scripting
  • \\LAB-FPS-02\Projects$\Scripting

The namespace root itself isn't where you store data; it's a directory of links. Place data in the folder targets the DFS folder points to.

DFS Configuration

You can run these steps from either server (or any admin workstation with the RSAT tools). DFSN configuration is stored in AD and on namespace servers and applies across members automatically.

Create Namespace

  • Server Manager → Tools → DFS Management
  • Right-click NamespacesNew Namespace...
    • Choose a server to host the namespace (e.g., LAB-FPS-01) → Next
    • Name the namespace (e.g., Projects) → Next
      • You can leave Edit Settings at defaults; those control the local folder that backs the namespace root, not your data.
    • Choose Domain-based namespace and check Enable Windows Server 2008 mode (required for larger scale and Access-based enumeration).
      • Resulting path: \\bunny-lab.io\Projects
    • Next → Create

Make Namespace Highly-Available

We have to perform an extra step to ensure that every file server can act as within a multi-master context, allowing for high availability. To do this in this example, we will add LAB-FPS-02 as a secondary namespace server for every namespace that we create.

  • Right-Click DFS Management > Namespaces > \\bunny-lab.io\Projects
  • Click Add Namespace Server...
  • Under "Namespace Server" enter LAB-FPS-02 then click OK.

Enable Access-Based Enumeration on Namespace

  • Right-Click DFS Management > Namespaces > \\bunny-lab.io\Projects
  • Click Properties
  • Click Advanced
  • Check Enable access-based enumeration for this namespace
  • Click OK

Create the DFS folders and add folder targets:

  • Right-click the new namespace (e.g., \\bunny-lab.io\Projects) → New Folder...
    • Name: Scripting
    • Add folder targets (one per server), e.g.:
      • \\LAB-FPS-01\Projects$\Scripting
      • \\LAB-FPS-02\Projects$\Scripting
        • You can simply copy-paste the previous server location and substitute the hostname (e.g. switching 01 to 02) instead of browsing for the folder.
          • You may be prompted to create the folder because it does not exist on LAB-FPS-02, in this circumstance, you can tell it to create the folder automatically with read-only permissions. Don't worry, when replication from LAB-FPS-01 occurs, NTFS permissions will be overwritten to the correct users and groups.
    • When prompted "Create a replication group to synchronize the folder targets?", click Yes to launch the DFS Replication wizard.

!!! info "Be patient" The Replication wizard can take ~1 minute to appear.

Configure Replication Group

In the Replication wizard that appears after about a minute, you can configure the replication group for the folder:

  • Replication Group Name: (leave as suggested)
  • Replicated Folder Name: (leave as suggested)
  • Next → Next
  • Primary member: pick the server with the most up-to-date copy of the data (e.g., LAB-FPS-01).

!!! warning "Important" In DFSR, "Primary member" is used only for initial sync conflict resolution. It does not permanently dominate, and DFSR will not blindly wipe unique files on other members; conflicts are handled via versioning (e.g., "ConflictAndDeleted"). For large datasets, consider pre-seeding to reduce initial replication time via robocopy.

  • Topology: Full mesh (good for two servers; for many sites, consider hub-and-spoke).
  • Replication schedule: leave Full (24x7) unless you need bandwidth windows.
  • Create

!!! success "Replication group created" You should see green ticks for the following. Give everything some time to replicate as it depends on active directory replication speeds to push out the configuration across the DFS member servers and begin the replication.

- Create replication group
- Create members
- Update folder security
- Create replicated folder
- Create membership objects
- Update folder properties
- Create connections

Checking DFS Status

You may want to put together a simple table report of the DFS namespaces, replication info, and target folders. You can run the following powershell script to generate a nice table-based report of the current structure of the DFS namespaces in your domain.

<#  Show-DfsTopologyTable.ps1  (PowerShell 5.1 compatible)
    Table:
      Namespace | Member Folder Target(s) | Replication Locations | Namespace Servers
    - One row per folder target (multi-line friendly).
#>

[CmdletBinding()]
param(
  [string]$DomainPrefix = "\\bunny-lab.io"  # adjust if needed
)

Import-Module DFSN -ErrorAction Stop
Import-Module DFSR -ErrorAction Stop

function Get-ServerNameFromPath {
  param([string]$Path)
  if ([string]::IsNullOrWhiteSpace($Path)) { return $null }
  if ($Path -like "\\*") { return ($Path -split '\\')[2] }
  return $null
}
function Get-Max3 {
  param([int[]]$Values)
  if (-not $Values) { return 0 }
  return (($Values | Measure-Object -Maximum).Maximum)
}

# Build: GroupName (lower) -> memberships[]
$allGroups = Get-DfsReplicationGroup -ErrorAction SilentlyContinue
$groupMembershipMap = @{}
foreach ($g in $allGroups) {
  $ms = Get-DfsrMembership -GroupName $g.GroupName -ErrorAction SilentlyContinue
  $groupMembershipMap[$g.GroupName.ToLower()] = $ms
}

# Flatten all memberships for regex fallback
$allMemberships = @()
foreach ($arr in $groupMembershipMap.Values) { if ($arr) { $allMemberships += $arr } }

$rows = New-Object System.Collections.Generic.List[psobject]

# Enumerate namespace roots
$roots = Get-DfsnRoot -ErrorAction Stop | Where-Object { $_.Path -like "$DomainPrefix\*" }

Write-Host "DFS Namespace and Replication Overview" -ForegroundColor Cyan
Write-Host "------------------------------------------------------`n"

foreach ($root in $roots) {

  $rootPath  = $root.Path
  $rootLeaf  = ($rootPath -split '\\')[-1]

  $nsServers = @()
  $rootTargets = Get-DfsnRootTarget -Path $rootPath -ErrorAction SilentlyContinue
  foreach ($rt in $rootTargets) {
    $srv = Get-ServerNameFromPath $rt.TargetPath
    if ($srv) { $nsServers += $srv }
  }

  # Folders under this root
  $folders = Get-DfsnFolder -Path "$rootPath\*" -ErrorAction SilentlyContinue | Sort-Object Path

  foreach ($f in $folders) {
    $namespaceFull = $f.Path
    $leaf          = ($f.Path -split '\\')[-1]

    # DFSN folder targets
    $targets = Get-DfsnFolderTarget -Path $f.Path -ErrorAction SilentlyContinue
    $targets = @($targets | Sort-Object { Get-ServerNameFromPath $_.TargetPath })  # ensure array

    # Map to DFSR group by naming; fallback to regex on ContentPath
    $candidateGroup = ((($rootPath -replace '^\\\\','') + '\' + $leaf).ToLower())
    if ($groupMembershipMap.ContainsKey($candidateGroup)) {
      $msForFolder = $groupMembershipMap[$candidateGroup]
    } else {
      $escapedRootLeaf = [regex]::Escape($rootLeaf)
      $escapedLeaf     = [regex]::Escape($leaf)
      $regex = "\\$escapedRootLeaf\\$escapedLeaf($|\\)"
      $msForFolder = $allMemberships | Where-Object { $_.ContentPath -imatch $regex }
    }
    $msForFolder = @($msForFolder) # normalize to array

    # Build aligned rows: one per target
    $targetLines = @()
    $replLines   = @()

    foreach ($t in $targets) {
      $tServer = Get-ServerNameFromPath $t.TargetPath
      $targetLines += $t.TargetPath

      $msForServer = $null
      if ($msForFolder.Count -gt 0) {
        $msForServer = $msForFolder | Where-Object { $_.ComputerName -ieq $tServer } | Select-Object -First 1
      }
      if ($msForServer -and $msForServer.ContentPath) { $replLines += $msForServer.ContentPath } else { $replLines += '' }
    }

    # Max line count for row expansion (PS 5.1 safe)
    $maxLines = Get-Max3 @($targetLines.Count, $replLines.Count, $nsServers.Count)

    for ($i = 0; $i -lt $maxLines; $i++) {

      # Precompute values (PS 5.1: no inline-if in hashtables)
      $nsVal = ''
      if ($i -eq 0) { $nsVal = $namespaceFull }

      $targetVal = ''
      if ($i -lt $targetLines.Count) { $targetVal = $targetLines[$i] }

      $replVal = ''
      if ($i -lt $replLines.Count) { $replVal = $replLines[$i] }

      $nsServerVal = ''
      if ($i -lt $nsServers.Count) { $nsServerVal = $nsServers[$i] }

      $row = [PSCustomObject]@{
        'Namespace'               = $nsVal
        'Member Folder Target(s)' = $targetVal
        'Replication Locations'   = $replVal
        'Namespace Servers'       = $nsServerVal
      }
      $rows.Add($row) | Out-Null
    }
  }
}

# Render as a PowerShell table (multi-line cells wrap)
#$rows | Format-Table -AutoSize -Wrap

function Write-DfsGrid {
  [CmdletBinding()]
  param(
    [Parameter(Mandatory)]
    [System.Collections.IEnumerable]$Data,

    [string[]]$Columns = @('Namespace','Member Folder Target(s)','Replication Locations','Namespace Servers'),

    # Reasonable max widths; tune to your console
    [int[]]$MaxWidths = @(50, 60, 50, 28),

    [switch]$Ascii  # use +-| instead of box-drawing if your console garbles Unicode
  )

  # Ensure arrays align
  if ($MaxWidths.Count -lt $Columns.Count) {
    $pad = New-Object System.Collections.Generic.List[int]
    $pad.AddRange($MaxWidths)
    for ($i=$MaxWidths.Count; $i -lt $Columns.Count; $i++) { $pad.Add(40) }
    $MaxWidths = $pad.ToArray()
  }

  # Characters
  if ($Ascii) {
    $H = @{ tl='+'; tr='+'; bl='+'; br='+'; hz='-'; vt='|'; tj='+'; mj='+'; bj='+' }
  } else {
    # Box-drawing
    $H = @{ tl='┌'; tr='┐'; bl='└'; br='┘'; hz='─'; vt='│'; tj='┬'; mj='┼'; bj='┴' }
    try { [Console]::OutputEncoding = [Text.UTF8Encoding]::UTF8 } catch {}
  }

  function TruncPad([string]$s, [int]$w) {
    if ($null -eq $s) { $s = '' }
    $s = $s -replace '\r','' -replace '\t',' '
    if ($s.Length -le $w) { return $s.PadRight($w, ' ') }
    if ($w -le 1) { return $s.Substring(0, $w) }
    return ($s.Substring(0, $w-1) + '…')
  }

  # Materialize and compute widths
  $rows = @($Data | ForEach-Object {
    # Build a string-only hashtable per row for consistent measurement
    $o = @{}
    foreach ($c in $Columns) { $o[$c] = [string]($_.$c) }
    [pscustomobject]$o
  })

  $widths = @()
  for ($i=0; $i -lt $Columns.Count; $i++) {
    $col = $Columns[$i]
    $max = $col.Length
    foreach ($r in $rows) {
      $len = ([string]$r.$col).Length
      if ($len -gt $max) { $max = $len }
    }
    $widths += [Math]::Min($max, $MaxWidths[$i])
  }

  # Line builders
  function DrawTop() {
      $line = $H.tl
      for ($i = 0; $i -lt $widths.Count; $i++) {
          $line += ($H.hz * $widths[$i])
          if ($i -lt ($widths.Count - 1)) {
              $line += $H.tj
          } else {
              $line += $H.tr
          }
      }
      $line
  }
  function DrawMid() {
    $line = $H.vt
    for ($i=0; $i -lt $widths.Count; $i++) {
      $line += TruncPad $Columns[$i] $widths[$i]
      $line += $H.vt
    }
    $line
  }
  function DrawSep() {
    $line = $H.vt
    for ($i=0; $i -lt $widths.Count; $i++) {
      $line += ($H.hz * $widths[$i])
      $line += $H.vt
    }
    $line
  }
  function DrawHeaderSep() {
    $line = $H.vt
    for ($i=0; $i -lt $widths.Count; $i++) {
      $line += ($H.hz * $widths[$i])
      $line += $H.vt
    }
    $line
  }
  function DrawBottom() {
      $line = $H.bl
      for ($i = 0; $i -lt $widths.Count; $i++) {
          $line += ($H.hz * $widths[$i])
          if ($i -lt ($widths.Count - 1)) {
              $line += $H.bj
          } else {
              $line += $H.br
          }
      }
      $line
  }
  function DrawRow($r) {
    $line = $H.vt
    for ($i=0; $i -lt $widths.Count; $i++) {
      $val = [string]$r.($Columns[$i])
      $line += TruncPad $val $widths[$i]
      $line += $H.vt
    }
    $line
  }

  # Render with group separators between namespaces (when the Namespace cell is non-empty)
  Write-Host (DrawTop)
  Write-Host (DrawMid)
  Write-Host (DrawHeaderSep)

  $first = $true
  foreach ($r in $rows) {
    if (-not $first -and ([string]$r.$($Columns[0])) ) {
      # Namespace changed → draw a heavy-ish separator
      Write-Host (DrawSep)
    }
    $first = $false
    Write-Host (DrawRow $r)
  }

  Write-Host (DrawBottom)
}

Write-DfsGrid -Data $rows