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VMware vCenter Site Recovery Manager 4, 1 CPU

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1. failover BS sites Site2Prc Recent Tasks Site1 Infrastructure Site1Production Process Memar Storage Netwar Storage Netwace Advanc Snapshot Open Console Edit Settings Template b Fault Tolerance Add Permission Ctrl P Alarm Report Performance 8 Create protection group at Site 2 for datastore group containing the NFS export Follow the usual steps to create a protection group at Site 2 that maps to the datastore export you are going to failback 9 Create Recovery plan at Site 1 for the protection group created in step 8 Follow the usual steps to create a recovery plan at Site 1 that maps to the protection group you are going to failback 10 Review configuration then test recovery plan using Site Recovery Manager Test mode recovery plan functionality One of the biggest advantages of using Site Recovery Manager for failback that is often overlooked is the ability to test your failback in the same way as you can test recovery before failing over The ability to test and re test failback should be used for every failback operation you perform Best practice do not attempt any failback unless a successful test has been performed NOTE If you wish to test failback prior to actually running the failback check with your storage team that the appropriate functionality is in place on the target storage array to allow the test to take place
2. Network off O _SitetRecovery SitelRecovery YM Network i sitet vm5 Configure Repair AIl Q Refresh 4 Click Browse to select the Customization Specification that you want to associate with this virtual machine Figure 34 Specify a customization specification for selected virtual machine Edit irtual Machine Properties Specify a Customization Specification for this M Specify a customization specification for this virtual machine at the recovery site Bil x Customization Specifical Pre Power On Select a Customization Specification to use For this virtual machine Post Power On Customization Specification None selected Browse 5 Select the Customization Specification desired Figure 35 Select customization specification Customization Specification Customization Specifications at the Recovery Site Mame faust 05 Description sitel vm5_custom_network Windows Network customization spec For YM site 1 Ym5 6 Follow the wizard until Finish Step 7 Run test recovery Site Recovery Manager enables you to Test a recovery plan by simulating a failover of virtual machines from the protected site to the recovery site The benefit of using Site Recovery Manager to run a failover simulation against a recovery plan is that it allows you to confirm that the recovery plan has been setup correctly for the protected virtual machines You will
3. The user installs the Site Recovery Manager plugin into the vSphere Client The protection site configuration workflow involves the following activities The user installs the Site Recovery Manager server The user installs the SRA and restarts Site Recovery Manager service If a different VMware vSphere Client is used to access the protected and recovery sites the user installs the Site Recovery Manager plugin into the VMware vSphere Client Otherwise this activity can be skipped Security certificates are established between the Site Recovery Manager servers and the VMware vCenter servers The user pairs the Site Recovery Manager servers at the protected and recovery sites Site Recovery Manager identifies available arrays and replicated datastores and determines the datastore groups The protection site protection workflow involves the following activities Using the Inventory Mapping interface the user maps the networks resource pools and virtual machine folders in the protected site to their counterparts in the recovery site The user creates protection groups from the datastore groups discovered by Site Recovery Manager For each protected virtual machine the user can override default values The recovery site protection workflow involves the following activities The user creates the recovery plan Site Recovery Manager creates the recovery plan steps Optionally the user has the ability to customize the recovery plan Fa
4. this might mean licensing and or array based snapshot devices Before failback review the configuration of the Site 2 now the protected site Site Recovery Manager server and also the Site 1 now the recovery site Site Recovery Manager server At Site 2 you should find that you have a protection group object configured array manager and inventory mappings as illustrated in Figure 65 QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 65 Site 2 configuration complete Site Recovery Site Recovery for 192 168 92 20 Alarms Permissions Local Site Paired Site vCenter Server site2vc vbc local 443 vCenter Server 192 168 92 10 443 SRM Server 192 168 92 39 8095 SRM Server 192 168 92 38 8095 Site Name Site Recovery for 192 168 92 20 Site Name Site Recovery for 192 168 92 10 site2 now SRM ID env3 stm ymware SRM ID eny3 stm ymware Organization Envrionment3 Organization Environment3 ready for L failback array Protection Setup i O i Use the steps below to configure protection For this site and inventory configuration complete protection group created Connection Connected Configure Break Logout Array Managers Configured Configure Inventory Mappings Configured Configure Protection Groups Recovery Setup Create recovery plans for protection groups on the paired site Recovery Plans No Plans Created Create At
5. Export 2 Site Recovery Manager Alarms and Site Status Monitoring Awareness of the Site Recovery Manager alarms is an important part of understanding how Site Recovery Manager works across the protected and recovery sites During the Site Recovery Manager product evaluation it is recommended that where possible and without impact to your production environment failures or conditions be created in the protected and recovery site that will result in the generation of Site Recovery Manager alarms The generation of these Site Recovery Manager alarms will serve as validation that Site Recovery Manager is monitoring both the protected and recovery site correctly Each Site Recovery Manager server monitors the CPU utilization disk space and memory consumption of the guest on which it is running and also maintains a heartbeat with its peer Site Recovery Manager server vCenter events are sent if any of these measures falls outside of configured bounds Site Recovery Manager supports the configuration of event triggered alarms so that you can associate a notification action with any given Site Recovery Manager Alarm Event These alarms are configured via the Site Recovery Manager UI Site Recovery Manager supports the following alarm notification actions Send a notification e mail to a specific email address Send a notification trap to vCenter trap receivers Run a script on vCenter Server Please refer to Chapter 5 Customizing Site Reco
6. Figure 23 Select protection gro to recover then click Next up for the recovery plan Create Recovery Plan Protection Groups Select the protection groups to recover with this plan Biel Es Recovery Plan Information Protection Groups Response Times Networks Suspend Local VMs Name Description NFS_PG Protection group For replicated NFS store in Environment 3 6 On the Response Times page of the Create Recovery Plan wizard specify how long you want the recovery plan to wait for a response from a virtual machine after various recovery plan events and then click Next There are two values that you can specify Change Network Settings If the virtual machine does not acquire the expected IP address within the specified interval after a recovery step that changes network settings an error is reported and the recovery plan proceeds to the next virtual machine e Wait for OS Heartbeat If the virtual machine does not report an OS heartbeat within the specified interval after being powered on an error is reported and the recovery plan proceeds to the next virtual machine NOTE Responses cannot be detected on virtual machines that do not have VMware Tools installed Figure 24 Configure virtual machine response times for the recovery Create Recovery Plan Response Times Set the response times for virtual machines in this plan Biel x Recovery Plan Information Pr
7. Recovery Site Array Managers Ta Review Replicated Datastores Recovery site array Manager is now configured add Remove ede corresponds to array at sitel Replicated Array Pairs Array ID Peer Array Device Count Model CK200081 9003460 CKZ000823007980000 1 NS20FC Help Back newt gt Close A Figure 61 shows the datastore group that relates to the export datastore that was used to create a new protection group against and ultimately failback to Site 1 The fact that one can see this object is proof that this storage replication reversal was successful If you do not see any objects at this point the first set of checks to be made in your troubleshooting should verify the storage replication is working as expected in the Site 2 to Site 1 direction E vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 61 Site 2 review replicated datastores fe Configure Array Managers Miei Review Replicated Datastores Review the list of replicated datastores and ROMs Protected Site Array Managers Recovery Site Array Managers HE T Datastore Group sitel nfs3 Review Replicated Datastores Fl Eg Datastores E E Storage Array CK2000819003460000 Ed Device Fs171 151 replicated to remote device 151_ CK200082300798 1 Rescan Arrays Me Array configuration complete Datastore group visible 5 Configure Site Recovery Manager Inventory mapp
8. reports datastore export failed over as statusis now read write R W Figure 57 confirms that the export datastore is now in read write mode R W on the Site 2 array The export datastore was placed into this mode during the Site Recovery Manager recovery plan being executed in Run mode to perform the failover 3 Reverse storage replication so that replication now flows from Site 2 to Site 1 for the NFS export the virtual machine resides in Before failback can be discussed from Site 2 to Site 1 the storage array replication needs to be reconfigured to replicate in that direction Depending on the storage array replication technology being used your array may do this automatically if the Site 1 array is still available and responding known as a dynamic swap In most cases you will need to work with your storage teams to reverse the storage replication 4 Configure Site Recovery Manager SRAs within Site 2 Site Recovery Manager server A typical Site Recovery Manager configuration will be an active passive configuration which basically means in the original state Site 1 will be the protected site and Site 2 will be the recovery site This was the case for this example In this kind of deployment there is no need during the initial setup to configure the array managers or the inventory mappings within the Site Recovery Manager server at Site 2 until a failback operation is to be performed This will typically look like Figure 5
9. 16 34 10 16 09 2009 16 34 10 w 4 Recover High Priority Virtual Machines Success 16 09 2009 16 34 10 16 09 2009 16 34 10 w 5 Recover Normal Priority Virtual Machines Success 16 09 2009 16 34 10 16 09 2009 16 38 10 Status of Eb B 1 Recover YM site1 vm5 Success Host 192 168 92 12 16 09 2009 16 34 13 16 09 2009 16 38 10 Executed Qe 1 Change Network Settings Success 16 09 2009 16 34 13 16 09 2009 16 37 01 Steps 5b 2 Pre Power On Success 16 09 2009 16 37 01 16 09 2009 16 37 01 gt 3 Power On Success Host 192 168 92 12 16 09 2009 16 37 01 16 09 2009 16 37 09 z 4 Wait for OS Heartbeat Success 16 09 2009 16 37 09 16 09 2009 16 38 10 K 5 Post Power On Success 16 09 2009 16 38 10 16 09 2009 16 38 10 w 6 Recover Low Priority Virtual Machines Success 16 09 2009 16 38 10 16 09 2009 16 38 10 7 Recover No Power On Yirtual Machines Success 16 09 2009 16 38 10 16 09 2009 16 38 10 6 8 Message Test recovery complete Please ver Waiting for Input 16 09 2009 16 38 10 0 Cd Test only EH a 9 Cleanup Virtual Machines Post Test Test only a i 1 Remove Test VM sitel vm5 Test only gt it Resume Non critical Virtual Machines Test Recovery Only Test only F 11 Reset Storage Post Test Steps Test only 1 Reset Disks for Protection Group NFS_PG Test only i gt Message 6 When the test recovery has finished powering on all of the protected virtual machines it displays a message and requires confi
10. Actions column See Figure 42 The steps to failback services from the recovery site back to the protected site once the disaster event is over are outlined in section 6 The following is a recap of the high level tasks executed by Site Recovery Manager when performing a failover of virtual machines from the protected site to the recovery site via the Run a recovery plan option Site Recovery Manager automates many of the tasks required at time of failover With the push of one button Site Recovery Manager Powers down the protected virtual machines if there is connectivity between sites and they are online Suspends data replication and Read Write enable the replica datastores QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Re scans the ESX servers at the recovery site Registers the replicated protected virtual machines Suspends non essential virtual machines at the recovery site if specified to free up resources for the protected virtual machines being failed over Completes power up of replicated protected virtual machines in accordance with the recovery plan 6 Failback from Recovery Site to Protected Site Failback in Site Recovery Manager 4 0 is the same process used in previous releases As before the key to understanding failback is that very simply it is the same steps as failover but in the opposite direction In the previous section a recovery plan was executed plan in Run mode
11. Change Advanced Settings 20 minutes Settings 1 Change one of the advanced settings e g SanProvider CommandTimeout Step 1 Change one of the advanced settings Procedure 1 Open a vSphere Client and connect to the vCenter server at the recovery site Log in as a vSphere administrator 2 Click the Site Recovery icon on the vSphere Client Home page 3 Right click Site Recovery in the vSphere Client navigation pane and click Advanced Settings Figure 51 Configure Advanced Settings site vc bc local ySphere Client Fie Edit View Inventory Administration Plug ins Help EJ A Home gt iy Solutions and Applications Site Recovery von Protectior Pair with Remote Site Recovery Break with Remote Site Advanced Settings Add Permission Ctrl P QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 4 In the navigation pane of the Advanced Settings window click a setting category Figure 52 Change Advanced Settings 1 Advanced Settings Guestlustomization Licensing SanProvider CammandTimeout Recovery Timeout in seconds for execution of a single command using array vendor adapter localSiteSkatus remoteSiteStatus SanProvider fixRecoveredDatastoreMames C Select checkbox to remove the snap xxx prefix From recovered datastore names SanProvider hostReconnectTimeoutSec 60 Timeout in seconds to wait For a disconmected host to reconnect
12. FC NFS ccc cece cece cece eee e eens 13 1 4 Planning for BC DR when using Site Recovery Manager eeeeeeees 13 1 5 Exercise Setup Recovery Workflow ccc cece cece eee e eee ee enn eeeees 14 2 Site Recovery Manager Alarms and Site Status Monitoring 36 2 1 Exercise Configure Site Recovery Manager Alarms 0cccc cece eee eenaes 37 3 Site Recovery Manager Roles and Privileges cceeecceeees 39 3 1 Exercise Create a Site Recovery Manager Custom Role ce cece eeees 41 4 Site Recovery Manager Advanced Settings sssssssessecsecsee 43 4 1 Optional Exercise Change Advanced Settings ccc cece eect eee ee eeees 43 5 Failover from Protected Site to Recovery Site cc cee eee ee ees 45 6 Failback from Recovery Site to Protected Site cece eee ee eee 47 7s SialeG Recovery SEn coacreucerccnaceerenvendiecuessesaerees acess wed 57 7 1 Use Cases of Shared Recovery Site ccc cece cc cece cece enn e ene eeennnes 59 7 2 Optional Exercise Configuring Shared Recovery Site cece cece eee ees 60 GO CONGINSION 455 c65s cause ore aebuereseeenn eet aweeesesaeaehos equa ees 64 EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Getting Started About VMware vCenter Site Recovery Manager VMware vCenter Site Recovery Manager 4 0 is an extension to VMware vCenter providing disaster recovery capabilitie
13. Manager in their VMware vSphere environment Intended Audience The Site Recovery Manager 4 0 Evaluator s Guide is intended to provide Site Recovery Manager customers and evaluators a guide that walks them through the Site Recovery Manager workflow that has to be completed to allow for the successful and automated service failover from the designated Site Recovery Manager protected site to the designated Site Recovery Manager recovery site It also provides an overview that includes the considerations and guidance to execute a failback of services from the recovery site back to the site that was originally designated as the Site Recovery Manager protected site In addition this guide covers the new Site Recovery Manager features VMware vSphere support NFS support and shared recovery site Evaluators can work through the exercises provided in this guide to gain a first hand experience on operating the core and new features Assumptions To successfully use this guide it is assumed that e VMware ESX ESXi Server has been installed on the physical servers designated for this evaluation e VMware vCenter Server 4 0 and vSphere Client 4 0 have been installed in each of the Site Recovery Manager protected and recovery sites to manage the ESX Server hosts e A multisite SAN NFS infrastructure is in place and setup to replicate designated VMFS NFS datastores between the Site Recovery Manager protected and recovery sites e The virtu
14. Properties Ed General pws wins IP Address Use DHCP to obtain an IP address automatically Prompt the user for an address when the specification is used Use an application configured on the yGenter Server to generate the IP address Argument Use the following IP settings IP Address Subnet Mask Default Gateway Alternate Gateway m DNS Server Use DHCP to obtain DNS address automatically Use the following DNS server addresses Preferred DNS Server F A Alternate DNS Server 10 Follow the Customization Wizard until Finish QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 To associate a virtual machine with the newly created customization specification 1 In Site Recovery select the recovery plan that contains the virtual machine to be configured 2 Go to Virtual Machines Tab and select the virtual machine 3 Right Click on the virtual machine in the list and select Configure Figure 33 Configure selected virtual machine site2 c bc local vSphere Client File Edit View Inventory Administration Plug ins Help B x gt Home p amp Solutions and Applications p R site Recovery p gH site2vc vbc local ES Inventory Wrest oO Pause D Resume a Stop g Run Site Recovery Protection Groups Recovery Plans 5 NFS_RP ER Edit GF Repair all Folder Compute Resource
15. Site 1 you should find a recovery plan object as illustrated in Figure 66 Figure 66 Site 1 configuration complete Site Recovery for 192 168 92 10 Summary SE a ig recite eld Local Site Paired Site vCenter Server 192 168 92 10 443 yCenter Server site2vc bc local 443 SRM Server 192 168 92 38 38095 SRM Server 192 168 92 39 8095 X Site Name Site Recovery for 192 168 92 10 Site Name Site Recovery for 192 168 92 20 site1 now SRM ID eny3 srm ymware SRM ID eny3 srm ymware Organization Environment3 Organization J ready for Protection Setup failback Use the steps below to configure protection For this site inventory Connection Connected Configure Break Logout C eane d u p Array Managers Configured Configure recover y p an Inventory Mappings Configured Configure Protection Groups No Groups Created Create created Recovery Setup Create recovery plans For protection groups on the paired site Recovery Plans 1 Create 11 Failback using Site Recovery Manager Run mode recovery plan functionality Once a successful test has been performed failback can be carried out by simply running the recovery plan in Run mode QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 7 Shared Recovery Site Site Recovery Manager 4 0 includes shared recovery site support that enables you to protect virtual machines from multip
16. Store Yet site2 c bc local vSphere Client iof x File Edit View Inventory Administration Plug ins Help g a Home gt J Inventory D B Datastores Search Inventory sitelvc vbc local aay sitel site2v c vbc local Mware yCenter Server 4 0 0 162856 deliblade3 storaget Pee Ce Datastores Nene tat mm ete a Gelbladedistorage Identification Status Device Capacity Free or Type contains v Clear B Site1_Replicated_VMF5_MY51 B Sitel_Replicated_VMF5_MY52 Identification Status Device Capacity Free Tyi B Site1_vMFs1 dellblade storag Normal naa 600508e0000000009569b59523eF8506 3 64 75GB 64 20GB vm Site1_vMFs2 amp delblade storag Normal naa 600508e0000000000f950c90c9721309 3 66 25GB 65 70GB vm 8 sitel nfs Site2_VMF52 Normal naa 60060160225321000adec3568565del 1 1 49 75GB 17 24GB vm B n Site2_VMFS1 Normal naa 600601602253210072641 16b8565del 1 1 49 75GB 33 24GB vm sitei nfs3 B Site2vc_vMFs1 Normal naa 60060160225321006a65 38db472del 1 1 49 75GB 27 24GB vm E SitetvC_yMFS1 g site2ve vbc local f site2 E dellblade4 storage1 E dellblade storage1 Site2_VMFS1 8 E site2_vMFs2 before test recovery E Site2vc_ymFsi a NAS store not created mounted yet QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 40 View of Datastores During Test Recovery NAS store created
17. and mounted site2 c bc local ySphere Client File Edit Yiew Inventory Administration Plug ins Help G B Home D g Inventory p gt B Datastores Sp Search Inventory HE sitelvc vbc local site2yc ybc local Mware vCenter Server 4 0 0 162856 Fh sitel B delblade3 storage1 dellblade5 storage1 E Site1_Replicated_YMF5_MVS1 TE EE Datastores ee orate came E ame E a E Site1_Replicated_VMF5_MVS2 Identification Status Device sitel_VMFS1 B deliblade storag Normal naa 600508e0000000009569b59523eF8506 3 amp Site1_vmFsz delbladet storag Normal naa 600508e0000000000f950c90c9721309 3 stei nfs Site2_VMF52 Normal naa 60060160225321 000adec356856Sde1 1 1 poate Site2_VMFS1 Normal naa 600601602253210072641 16b856Sde1 1 1 8 sailed site2vC_YMFS1 Normal naa 60060160225321006a65 38db472del 1 1 E Site1vc_ymrsi B sitel nfs3 g site2vc vbc local a Ey site2 E dellblades storaget amp dellblade storaget site1 nfs3 Site2_VMFS1 B Site2_vMFs2 Site2VC_VMFS1 NAS store site1 nfs3 is created and mounted during the test of recovery plan NFS_RP Maps Identification Status Device Capacity Free or Type contains Clear Capacity Free Tyt 64 75 GB 64 20GB vm 66 25 GB 65 7066 vm 49 75 GB 17 24 GB vm 49 75 GB 33 24 GB vm 49 75 GB 27 24 GB For replicated NFS stores Site Recovery Manager mounts a
18. click it and click Remove Step 4 Set up protection group Site Recovery Manager organizes virtual machines into protection groups based on the datastore group that they use All virtual machines in a protection group store their files within the same datastore group and all failover together To create a protection group you select a datastore group and then specify a non replicated datastore at the recovery site where Site Recovery Manager can create placeholders for members of the protection group The placeholder datastore should be accessible to all hosts in the recovery cluster It should not be replicated and can be relatively small QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Procedure 1 Open a VMware vSphere Client and connect to the VMware vCenter server at the protected site Log in as a VMware vSphere administrator 2 Click the Site Recovery icon on the VMware vSphere Client Home page 3 In the Protection Setup area of the Summary window navigate to the Protection Groups line and click Create Figure 17 Create protection group Protection Setup Use the steps below to configure protection For this site Connection Connected Configure Break Logout 4rray Managers Configured Configure Inventory Mappings Configured Configure Protection Groups No Groups Created Create 4 On the Name and Description page of the Create Protection Group wizard type a name and opt
19. during rescan E Cancel Help p ie 5 In the category window make your changes For example you may want to change the SRA timeout that is represented by SanProvider CommandTimeout in Figure 52 a Change SanProvider CommandTimeout to 2 seconds Click OK to save your changes and close the Advanced Settings window Now when you run Test Recovery you will experience a failure Repeat steps 1 6 and change SanProvider commandTimeout back to 300 seconds N A Now when you run Test Recovery you will experience a success E vmware 44 EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 5 Failover from Protected Site to Recovery Site Site Recovery Manager enables you to Run a recovery plan that will result in the actual failover of virtual machines from the protected site Similar to test recovery failover operations are triggered via a button in the Site Recovery Manager UI on the recovery site The failover process via Site Recovery Manager is rapid repeatable reliable manageable and auditable Figure 53 Trigger failover site2y c bc local vSphere Client OF Xx File Edit View Inventory Administration Plug ins Help gt Home p E Solutions and Applications p RS Site Recovery p EP site2vc vbc local Search Inventory Wrest i Pause D Resume Go Stop Site Recovery Protection Groups H Recovery Plans pp NFS_RP Summary A M
20. group 6 On the Datastore for Placeholder VMs page of the Create Protection Group wizard select a datastore group from the list The datastores listed on this page exist only at the recovery site The datastore that you select is used to hold the files that constitute the placeholder virtual machines These files are not large so any datastore that is accessible to the recovery site host and cluster can be an appropriate choice here 9 The example here uses a replicated NFS store You may have a different storage device type e g iSCSI or FC In this case you may see all datastores are displayed including replicated datastores and temporary datastores used for test Users must note not to use the replicated datastores and temporary datastores for holding the placeholder virtual machines QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 20 Select datastore for placeholder virtual machines P Create Protection Group iol x Datastore for Placeholder Ms Select a recovery site datastore For the placeholder YM configuration Files Name sibezyc bc local EG site Datastore Group E ia Placeholder Ms deliblade4 storage site _VMFS1 site _VMFSZ site2vC_vMFS1 Help lt Back Finish Cancel 4 7 Click Finish to create the protection group Site Recovery Manager creates a protection group that includes all of the virtual machines on the datastore you s
21. p Ro Site Recovery D a sitel vc bc local Site Recovery p Protection Groups Recovery Plans Site Recovery for 192 168 92 10 Summary E Aans E ermissions Event Description Actions amp Low Disk Space Low disk space None CPU Over utilized CPU over utilized None 4 Low Memory Low memory None P Unknown Status Unknown status None 2 Remote Site Up Remote Site Recovery Manager site is up None Remote Site Ping Failed Remote Site Recovery Manager site is not responding None 4 Right click on Remote Site Down and click Edit Settings Figure 44 Edit settings for alarm Remote Site Down io Unknown Skatus Unknown sbatus None Ex Remote Site Down Remote Site Recovery Manager 4it is o Remote Site Up Remote Site Recovery Manager feiss Etesetings one oe Remote Site Ping Failed Remote Site Recovery Manager sites morir one 5 In the Edit Settings dialog box click the Actions tab In the Actions window click Add to add an action Figure 45 Add action for alarm Remote Site Down ee Edit Alarm General Actions Action i Send a notification e mail Vinwarea ymwWware com Add Remove a coe E Use the default action Send a notification e mail and type in an email address in the Value column To change this action click it and select a different action from the drop down box Figure 46 Select action for alarm Remote Site Down eH Edi
22. steps Step 5 through Step 8 Figure 11 Enter array manager information for recovery site Add Array Manager lel Ea Array Manager Information Display Name JNFS_SRA_Site2 Manager Type emc Celerra Replicator Control Station IP 172 16 102 110 Username Jnasadmin Password Connect CK2000819003460000 NS20FC i Cancel E vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 12 Click OK The array manager at the recovery site queries the selected arrays to discover which of their devices are replicated and displays detailed information about the selected arrays and the number of replicated devices they support in the Replicated Array Pairs area of the Configure Array Managers window A green checkmark icon distinguishes arrays that have peers at the protected site Figure 12 Replicated array pairs shown in Configure Array Managers window Configure Array Managers File EG Recovery Site Array Managers Enter the location and credentials For array managers on the recovery site Protected Site Srray Managers Recovery Site Array Managers Recovery Site Array Managers Display Name Manager Type Address Review Replicated Datastores NFS_SRA_Site2 EMC Celerra Replicat 172 16 102 110 Add Remove Edit Replicated Array Pairs Array ID Peer Array Device Count Model w cK2000823007980000 CK2000819003460000 NS20F ReUUUeecU0 Foe UOUL R200Ue2 7UUobo
23. that essentially performed a live failover of the virtual machines Once your virtual machines have been successfully recovered by Site Recovery Manager the next step will at some point in time be a failback The failback scenario covered as part of this evaluation will involve failing back to a site that is still in a good state after the DR event i e the same equipment and configuration that was failed over from has remained If you suffer a total site loss of the site you failed over from then additional steps will obviously need to be followed before you can failback as you will need to recreate the environment at the lost site before commencing any failback To summarize the workflow 1 Failover recovery plan from Site 1 protected site to Site 2 recovery site 2 Virtual machine named sitel vm5 and its associated NFS export site1 nfs3 successfully failed over to Site 2 3 Virtual machine sitel vm5 now powered on and running successfully at Site 2 The goal is now to failback the NFS export containing Virtual machine sitel vm5 to its original home at Site 1 In this example you can see that NFS is used but the same process applies for FC iSCSI although at certain points storage rescans would be needed for those protocol types These will be pointed out where appropriate The high level steps for this failback will be 1 Verify virtual machine failed over correctly 2 Review state of storage at recovery site Site
24. use matching certificates If credential based authentication is used both sites must specify the same values for organization and organization unit Overview of Shared Recovery Site Workflow When configured for shared recovery site support Site Recovery Manager supports the same procedures and workflows that it does in the normal configuration e Site Recovery Manager server installation must be initiated from the Windows command shell using a special command line option The installation process includes an extra step that specifies a custom E vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Site Recovery Manager extension name which is used by a protected site to pair with the matching Site Recovery Manager Server at the shared recovery site Whenever a user connects to the vCenter server at the recovery site and clicks the Site Recovery icon on the vSphere Client Home page Site Recovery Manager displays a dialog box that requires the user to select a specific Site Recovery Manager extension to connect to Figure 68 Select a Site Recovery Manager extension to connect to 1e Site Recovery Manager Ea SRM ID Organization Description Version Ep enyi semwa n Environment Environment SRM 4 0 0 Ro eny stm wma a Environment Environment SRM 4 0 0 Anya sem via Envrionments Environments SRM Installation For each shared recovery site customer you must install Site Recovery Mana
25. virtual machines If existing datastores will be used for the protected virtual machines identify which datastores need to be configured for replication otherwise provision the required number of new datastores to host the protected virtual machines Working with your storage team to ensure all the datastores that will host protected virtual machines are configured for replication Refer to the SRA configuration guide for details on replication configuration Move all the designated protected virtual machines onto the replicated datastores Storage VMotion can be used to complete the relocation of the protected virtual machines with zero service downtime If possible ensure there are only protected virtual machines on the datastores that are being replicated from the protected site to the recovery site Site planning and preparation at the recovery site involves the following Ensure that you have sufficient resources i e CPU memory and network at the recovery site for the recovered virtual machines to utilize 6 In case of NFS SRM does not perform host rescan during recovery 7 Other infrastructure virtual machines may include Active Directory server DNS Server and Print server QJ vmware 13 EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 1 5 Exercise Setup Recovery Workflow SRM Recovery Workflow Recovery Workflow Set up Recovery Workflow 60 minutes Automation Set up site pairing 2 Set up Array
26. ww vCenter Server Settings B Customization Specifications Manager vCenter Service Status 3 Select New Figure 28 Create new customization specification GO B site2 c bc local vSphere Client File Edit View Inventory Administration Plug ins Help A Home p gt m Management p OF Customization Specifications Manager p gt d site2vc vbce local Name Guest OS Description Date Saved 4 Enter name for Customization Specification e g site1 vm5_custom_network QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 29 Enter customization specification information Sphere Client Windows Guest Customization New Customization Specification Enter a name For the new customization specification and select the OS of the target Properties Target Virtual Machine OS Registration Information 5 a ee Windows Computer Name Windows License I Use Custom Sysprep Answer File Administrator Password Time 20 h Customization Specification Information Run er Name Netwo l site1 vm5_custom_network Workgroup or Domain Operating System Options Description Ready to Complete Network customization spec for YM site1 vm5 Help Back Cancel 5 Click Next 6 Follow Customization Specification Wizard through the steps until the Network page Note the values entered before the Network page are ignored Figure 30
27. 2 and failback site Site 1 3 Reverse storage replication so that replication now flows from Site 2 to Site 1 for the NFS export that this virtual machine resides in 4 Configure Site Recovery Manager SRAs within Site 2 Site Recovery Manager server 5 Configure Site Recovery Manager Inventory mapping within Site 2 Site Recovery Manager server 6 Remove original protection group at Site 1 and recovery plan at Site 2 used for original virtual machine protection 7 Remove from vCenter inventory virtual machine objects left behind at Site 1 for virtual machines that were failed over to Site 2 8 Create protection group at Site 2 for datastore group containing this NFS export 9 Create Recovery plan at Site 1 for this protection group created in step 8 10 Test Recovery plan using Site Recovery Manager Test mode recovery plan functionality 11 Failback using Site Recovery Manager Run mode recovery plan functionality QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Most of the steps for failback are essentially checks but it is worth running through this process thoroughly during this evaluation as not only will this process make any real failover failback scenarios straightforward it also helps to increase understanding of the architecture and workflow of Site Recovery Manager You can now go through the steps in more detail 1 Verify virtual machine failed over correctly Before perfor
28. 5000 outside North America or email sales vmware com When emailing please include the state country and company name from which you are inquiring You can also visit http www vmware com vmwarestore Providing Feedback Your feedback is appreciated on the material included in this guide In particular any guidance on the following topics would be extremely helpful How useful was the information in this guide e What other specific topics would you like to see covered e Overall how would you rate this guide Please send your feedback to the following address tmdocfeedback vmware com with VMware vCenter Site Recovery Manager 4 0 Evaluator s Guide in the subject line Thank you for your help in making these guides a valuable resource QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Overview of VMware vCenter Site Recovery Manager VMware vCenter Site Recovery Manager provides business continuity and disaster recovery protection for virtual environments Protection can extend from individual replicated datastores to an entire virtual site VMware s virtualization of the data center offers advantages that can be applied to business continuity and disaster recovery including The entire state of a virtual machine memory disk images I O and device state is encapsulated Encapsulation enables the state of a virtual machine to be saved to a file Saving the state of a virtual machine to a file
29. 8 QJ vmware 49 EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 58 Site 2 configuration for failback Site Recovery E Protection Groups Recovery Plans Summary Site Recovery for 192 168 92 20 Local Site Paired Site yCenter Server site2v c vbc local 443 SRM Server 192 168 92 39 8095 SRM Server 192 168 92 38 8095 Site Name Site Recovery for 192 168 92 20 Site Name Site Recovery for 192 168 92 10 SRM ID eny3 srm ymware SRM ID eny3 srm ymware Organization Envrionment3 Organization Environment3 vCenter Server 192 168 92 10 443 In active passive Protection Setup configuration recovery site array and inventory mapping configurations will Connection Array Managers Inventory Mappings Protection Groups Use the steps below to configure protection For this site Connected Configure Break Logout Configure Not Configured Not Configured Configure No Groups Created Recovery Setup still be unconfigured Create recovery plans for protection groups on the paired site No Plans Created Create NOTE If your deployment is active active which Recovery Plans commonly means that from the outset both sites were defined as protected with each acting as the others recovery site then to have built that configuration your array Managers and inventory mappings will already be configured a
30. ANAGER 4 0 Figure 70 Shared Recovery Site DR Hosting Provider Use Scenario Shared Recovery Site DR Hosting Provider User Scenario SRM SRM Customer B Customer C gt Customer A Primary SRM vCenter Service Provider DR Site e Service provider DR site protects multiple customer sites e Partitioned and protected SRM instances for each customer at the shared DR site e Single vCenter Servers and SRM instance vCenter deployed at primary site e Single vCenter Server with multiple instances Customer C Primary of SRM at common DR site 7 2 Optional Exercise Configuring Shared Recovery Site Shared Recovery Site Configure Shared Protect 2 sites by a shared recovery site 20 minutes mecovery gt ite Pre requisite Two protected sites with separate vCenter servers one recovery site with another vCenter server 1 Install a SRM instance using a custom switch on both the protected and recovery sites with custom SRM plug in ID and same authentication method Pair sites Install a SRM instance on another protected site and another SRM instance on the recovery site Repeat the procedures in step 1 and step 2 Step 1 Install a Site Recovery Manager instance using a custom switch on both the protected and recovery sites with custom Site Recovery Manager plug in ID and same authentication method E vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Pro
31. EVALUATOR S GUIDE EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Contents Getting Startede cnoysecewes caavcce seueuieiy sere sGauune seees seuauusesus 3 About VMware vCenter Site Recovery Manager ccccccceeeeeee eee eeeeeeaes 3 About MIS GUIS s 24 Aww ote duauecuerenah ed Seeds ENKE A ENVANE ENEE VA FENAN AAV S 3 Intended Audience susussesesesssorsesesesoesesesesesersesesorororseseseeeeo 3 EEA E E EE E E E E E E E EE E E E E E E N T 3 Disaster Recovery DR vSphere vCenter and Site Recovery Manager Abbreviations ccc ccc cece ccc eee nee e eee e eee eeeeeeeenenees 4 Disaster Recovery DR and Site Recovery Manager Terminology ee00 4 What Will Be Covered ccc ccc cece cece eee e eee e eee eee eeeeeenneeeeees 5 VMware vCenter Site Recovery Manager Evaluation Worksheet 00ee eee 7 Help and Support During Evaluation cece ccc cece teen eee e eee eeeeee 8 VMware Contact Information 0 ccc ccc cece eee e enn e eee eeeeneeeeees 8 PIOVICING FOCUDAC Ka aw aaancoe xe eeu REEERE SR EE RREA 8 Overview of VMware vCenter Site Recovery Manager seeee0 9 1 Site Recovery Manager Recovery Workflow cccceeccceeees 12 1 1 vVSphere Linked Mode ccc cece cece teen ee ee eee eee eee eee eeeeeenees 12 1 2 Switch between Protected Site and Recovery Site in vSphere Client 12 1 3 Replicated Storage Support ISCSI
32. Enter network properties Sphere Client Windows Guest Customization Registration Information Specify registration information for this copy of the quest operating system Properties Registration Information Type in the owner s name and organization Computer Name Windows License Name Administrator Password Organization E Time Zone Run Once Neon ee Only Network Properties k a a net ie ja a a information is retained by iste a ae Saans SRM when the protected VM is restarted at the recovery site Ready to Complete Help lt Back Cancel E vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 7 Select Custom settings and click Next 8 Select a network interface to customize and click the button to the right of the selection Figure 31 Enter network custom settings Sphere Client Windows Guest Customization xi Network Interface Customizations Customize the settings for each network interface Properties Registration Information Select a network interface to customize Computer Name Windows License Administrator Password Time Zone Run Once E Network Custom Settings Workgroup or Domain Description IP Address NICI Use DHCP Operating System Options Ready to Complete 9 Configure the IP Address and the DNS Server according to your network environment Figure 32 Enter IP address and DNS server configurations Network
33. Managers for the replicated datastore Set up inventory mappings Set up protection group Set up recovery plan Configure IP customization Trigger a test recovery Step 1 Set up connection pairing To set up connection pairing 1 Open a vSphere Client and connect to the vCenter server at the protected site 2 Log in as a vSphere administrator NOTE The recovery site must be the replication target of arrays managed by the SRA at the protected site 3 Click the Site Recovery icon on the vSphere Client Home page Figure 3 vSphere Client Home page Site Recovery icon site1 c bc local vSphere Client File Edit Yiew Inventory Administration Plug ins Help Bs GS Q Home Inventory a P amp Search Hosts and Clusters Ms and Datastores Networking Templates Administration R f i 7 ANNANN Ve C Roles Sessions Licensing System Logs vCenter Server vCenter Service Settings Status Management 9 A z 3 Scheduled Tasks Events Maps Host Profiles Customization Specifications Manager Solutions and Applications Site Recovery QJ vmware 14 EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 4 n the Protection Setup area of the Summary window navigate to the Connection line and click Configure Figure 4 Configure connection pairing of protected and recovery sites sitely c bc local vSphere Client File Edit view Inventory Administr
34. NAS datastore on recovery site during test recovery See Figure 39 and Figure 40 Unlike with FC and iSCSI stores there is no rescan HBA s when working with NFS stores during test recovery While the simulated failover test is running the status of each step that makes up the recovery plan can be monitored by going to Recovery Steps tab in the vSphere Client which will inform you what steps are currently running as well as what steps were completed There are some steps in a recovery plan that will only be executed during a simulated test Test Only identifies these steps under the Mode column There are also some steps that will only be executed during an actual failover These steps are identified by Recovery only under the Mode column Figure 41 Test recovery step run down Vi Recovery Steps ry Permissions via of e B E Q Recovery Step Status Task Started Task Completed Mode EH Ca 1 Shutdown Protected Virtual Machines at Prot Inactive E 1 Shutdown Low Priority Protected Virtual Inactive Failover Recovery Only E 2 Shutdown Normal Priority Protected Virt Inactive Steps WM 3 Shutdown High Priority Protected virtual Inactive F 2 Prepare Storage Success 16 09 2009 16 33 28 16 09 2009 16 34 10 1 Attach Disks for Protection Group NFS_PG Success 16 09 2009 16 33 28 16 09 2009 16 34 10 JJ 3 Suspend Non critical Virtual Machines Success 16 09 2009
35. UU000 Tz Ej Help lt Back net gt Close Mi 13 Click Next to display the list of replicated datastore groups On the Review Replicated Datastores page you can expand each datastore group to see which datastores it contains and the devices that it uses If the list of datastore groups is not what you expected you need to correct it before continuing NOTE Only those datastores used by at least one virtual machine are displayed You can add the virtual machine after configuring the array manager When you add the first virtual machine Site Recovery Manager will re compute the datastore groups For this example VM site1 vm5 was added to the NFS store Figure 13 Warning shown for datastores that do not contain any virtual machines Configure Array Managers Review Replicated Datastores Review the list of replicated datastores and RDMs l Es Protected Site Srray Managers Recovery Site Srray Managers Review Replicated Datastores Datastore Group site1 nts2 J Datastore Group site1 nfs 14 Click Finish to complete the configuration of the array managers QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Step 3 Set up inventory mapping Inventory mappings establish recovery site defaults for the virtual machine folders networks and resource pools to which recovered virtual machines are assigned You create these mappings at th
36. al machines that have been selected to be protected virtual machines for the Site Recovery Manager evaluation have been moved onto the designated replicated datastores Virtual machines that have not been selected to be protected virtual machines for the evaluation should Site Recovery Manager 1 0 supports iSCSI and FC storage Starting SRM 4 0 NFS is also supported QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 be moved to non replicated datastores You can use Storage VMotion to complete the move with zero downtime e The basic installation of Site Recovery Manager server in the Site Recovery Manager protected and recovery sites has been completed e Storage Replication Adaptors SRAs have been installed at protected and recovery sites e VMware vCenter Site Recovery Manager Plug In has been installed and enabled on the vSphere Client instances that will be used to access the Site Recovery Manager protected and recovery sites For detailed information regarding installation configuration administration and usage of VMware vSphere and vCenter Site Recovery Manager please refer to the online documentation e VMware vSphere http www vmware com support pubs vs_pubs html e VMware vCenter Site Recovery Manager http www vmware com products srm resource html Disaster Recovery DR vSphere vCenter and Site Recovery Manager Abbreviations The following DR vSphere vCenter and abbreviations are used th
37. allows the transfer of an entire virtual machine to another host Hardware independence eliminates the need for a complete replication of hardware at the recovery site Hardware running ESX at one site can provide business continuity and disaster recovery protection for hardware running ESX at another site This eliminates the cost of purchasing and maintaining a system that sits idle until disaster strikes Hardware independence allows an image of the system at the protected site to boot from disk at the recovery site in minutes or hours instead of days Site Recovery Manager leverages array based replication between a protected site and a recovery site The workflow that is built into Site Recovery Manager automatically discovers which datastores are setup for replication between the protected and recovery sites Site Recovery Manager can be configured to support bi directional protection between two sites Site Recovery Manager provides protection for the operating systems and applications encapsulated by the virtual machines running on ESX A Site Recovery Manager server must be installed at the protected site and at the recovery site The protected and recovery sites must each be managed by their own vCenter Server The Site Recovery Manager server uses the extensibility of the vCenter Server to provide Access control Authorization Custom events Event triggered alarms Site Recovery Manager Prerequisites Site Recovery Manager has the fol
38. ation Plug ins Help gt Home p Solutions and Applications gt amp Site Recovery p gt sitel yc bc local Gris Searc Site Recovery Protection Groups Site Recovery for 192 168 92 10 Alarms Permissions Recovery Plans Summary QE eam er ners Local Site Paired Site vCenter Server site1vc bc local 443 vCenter Server SRM Server 192 168 92 38 8095 SRM Server Site Name Site Recovery for 192 168 92 10 Site Name SRM ID eny3 srm ymware SRM ID Organization Environment3 Organization Protection Setup Use the steps below to configure protection For this site Connection Not Configured Configure Break Logout Array Managers Not Configured Configure Inventory Mappings Not Configured Configure Protection Groups No Groups Created Create Recovery Setup Create recovery plans for protection groups on the paired site Recovery Plans No Plans Created Create 5 On the Remote Site Information page type the IP address or hostname of the vCenter server at the recovery site and click Next NOTE If you are using credential based authentication you must supply exactly the same information here that you entered when installing the Site Recovery Manager server If you entered an IP address in that step enter it again here If you entered a hostname in that step enter it here in exactly the same way Port 80 is provided as the defaul
39. be able to confirm that the protected virtual machines startup in the correct order taking into account the various application service dependencies for the protected virtual machines in your environment When you select the option to Test a recovery plan via Site Recovery Manager the simulated failover is executed in an isolated environment that includes network and storage infrastructure at the recovery QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 site that is isolated from the protected site production environment which ensures the protected virtual machines at the protected site are not subject to any kind of service interruption during the testing of the recovery plan Site Recovery Manager will also create a test report that can be used to demonstrate your level of preparedness to the business or individual business units whose services are being protected by Site Recovery Manager as well as to the auditors and compliance officers if required The simulated failover completes by resetting the environment to be ready for the next event that could be another simulated failover or an actual failover for a scheduled BC DR test or in response to an event that resulted in the business declaring a disaster Procedure 1 Open a vSphere Client and connect to the vCenter server at the recovery site Log in as a user who has permission to test a recovery plan Click the Site Recovery icon on the vSphe
40. cedure On protected site 1 Install Site Recovery Manager using the switch v CUSTOM_SETUP 1 2 During the installation you will be prompted to enter a Default Site Recovery Manager Plug in ID or a Custom Site Recovery Manager Plug in ID Choose Custom Site Recovery Manager Plug in ID Figure 71 Select Custom Site Recovery Manager Plug in ID ia Muare Site Recovery Manager Mware Site Recovery Manager Plug in Identifier Enter information to register the YMware Site Recovery Manager extension SRM Plug in Identifier f Default SRM Plug in ID Recommended For most setups Custom SRM Plug in ID Use For multiple site setups such as hosting environments Installshield lt Back cancel 3 Enter the Custom Site Recovery Manager Plug in ID ORGANIZATION Protected Site for Environment 1 in a shared recovery site configuration QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 72 Enter custom Site Recovery Manager Plug in ID iin Mware Site Recovery Manager Mware Site Recovery Manager Plug in Identifier Enter information to register the VMware Site Recovery Manager extension Custom SRM Plug in Identifier The SRM ID entered here must be the same For both paired sites SRM ID Must be dotted ASCII and is case sensitive Example SRM For VMware Organization Description Installshield lt Back Cancel On recovery site 1 Instal
41. covery Manager Server and associated database VMware vCenter Site Recovery Manager Plug In Storage Replication Adaptor SRA Storage vendor specific After you have successfully installed the VMware vSphere and vCenter Site Recovery Manager software components on your hardware you can proceed to perform the evaluation of VMware vCenter Site Recovery Manager For each scenario you can use the corresponding checklist below to ensure that you are following the proper sequence EVALUATION EXERCISES SRM Recovery Workflow SRM Roles and Privileges SRM Alarms and Site Status Monitoring SRM Advanced Settings Optional Failover from Protected Site to Recovery Site Optional mS Failback from Recovery Site to Protected Site Optional i Shared Recovery Site Optional re E vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Help and Support During Evaluation This guide is intended to provide an overview of the steps required to ensure a successful evaluation of VMware vCenter Site Recovery Manager It is not meant to substitute product documentation Please refer to the online product documentation for Site Recovery Manager for more detailed information See below for links You may also consult the online Knowledge Base if you have any additional questions Should you require further assistance please contact a VMware sales representative or channel partner VMware vCenter Site Recovery Ma
42. covery site Increase reliability of recovery replication of system state ensures your protected virtual machines have all they need to startup in the protected site Hardware independence that is realized through your VMware Infrastructure eliminates failures due to different hardware Easier and more frequent testing Site Recovery Manager enables you to test your recovery plan in an isolated environment without impacting services in the protected site while using the actual failover sequence that will be executed during a real disaster Site Recovery Manager 4 0 provides additional features vSphere support NFS support and support for multiple to one shared recovery site which you can leverage to extend your disaster recovery plan to cover even more of your disaster recovery needs This guide provides you with step by step instructions on how to setup automated disaster recovery workflows using Site Recovery Manager as well as other cutting edge DR features in Site Recovery Manager With Site Recovery Manager you can design and implement a comprehensive disaster recovery plan for your virtual environment After going through the evaluation exercises in this guide you should be able to make the right choice to implement your disaster recovery solutions in your virtual datacenter VMware vCenter Site Recovery Manager 4 0 Evaluator s Guide Source Technical Marketing DC LD Revision 200901001 QJ vmware
43. ded See Figure 50 You can find more details about Advanced Settings in Section 4 Figure 50 Add Site Recovery Manager Custom Role J Add New Role Edit the role name or select check boxes to change privileges For this role Mame SRM Custom Role Privileges M Advanced Settings Added since ee SRM 4 0 Miray Manager sf Configure Inventory Preferences os H Create Mapping is H Remove Mapping E Protection Group 4 Recovery Plan on H Create on fi Modify Remove W Recovery virtual Machine ORM v1 U1 oe E Modify i 4 Remote Site n F Create E Modify F Remove Description Site Recovery Manager Help Cancel QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 4 Site Recovery Manager Advanced Settings In Site Recovery Manager 4 0 you can use the Advanced Settings dialog to view or change many custom settings for the Site Recovery Manager service The Advanced Settings dialog box provides an easy way for a user with adequate privileges to change a number of default values that affect the operation of various Site Recovery Manager features NOTE Changes that you make in the Advanced Settings dialog boxes overwrite the contents of the Site Recovery Manager configuration file vmware dr xml on the Site Recovery Manager server host 4 1 Optional Exercise Change Advanced Settings SRM Advanced Settings Change Advanced
44. der to which you want to map the protected site resource you selected in Step 4 Select the resource and click OK The selected resource is displayed in the Recovery Site Resources column and its path relative to the root of the recovery site vCenter is displayed in the Recovery Site Path column The following table summarizes the mapping that was created in this environment RESOURCE TYPE PROTECTED SITE RESOURCE RECOVERY SITE RESOURCE Site1 Production Site1 Recovery Site1 Production Site 1 Recovery Figure 16 Inventory Mapping interface after mappings Protection Groups Summary Protection Seles Inventory Mappings Permissions Configure mappings between resources on the protected and recovery sites Resources used by a YM on the protected site will be replaced by mapped resources on the recovery site when the YM is recovered Refresh Configure Remove Protected Site Resources Recovery Site Resources Recovery Site Path Networks a fa sitet YM Network YM Network site2vc vbce localjsitez Compute Resources Fal Fa sitel E ch site1 cluster None Selected Sitet Infrastructure None Selected Site1Production Site1Recovery site2vc ybc local site2 site2cluster Site2Recovery None Selected irtual Machine Folders Gl Fa sitel None Selected T Site1 Infrastructure None Selected P E Site2Recovery None Selected 6 To undo an inventory mapping right
45. e protected site and they apply to all virtual machines in all protection groups at that site Inventory mappings are optional but recommended They provide a convenient way to specify how resources at the protected site are mapped to resources at the recovery site These mappings are applied to all members of a protection group when the group is created and can be reapplied as needed for example when new members are added If you do not create them you must specify mappings individually for each virtual machine that you add to a protection group A virtual machine cannot be protected unless it has valid inventory mappings for networks folders and resource pools You do not need to specify inventory mappings for resources that are not used by protected virtual machines Procedure 1 Open a vSphere Client and connect to the VMware vCenter server at the vSphere administrator 2 Click the Site Recovery icon on the vSphere Client Home page protected site Log in as a 3 In the Protection Setup area of the Summary window navigate to the Inventory Mappings line and click Configure Figure 14 Configure inventory mappings Protection Setup F Use the steps below to configure protection For this site Connection Connected Configure Break Logout Array Managers Configured Configure Inventory Mappings Not Configured Configure Protection Groups Create The Inventory Mappings page displays a tree of res
46. elected in Step 5 Placeholders are created and inventory mappings are applied for each member of the group If any group member cannot be mapped to a folder network and resource pool on the recovery site it is listed with a status of Mapping Missing and no placeholder can be created for it Step 5 Set up recovery plan A recovery plan controls how virtual machines in a protection group are recovered It is stored in the Site Recovery Manager database at the recovery site and executed by the Site Recovery Manager server at the recovery site A simple recovery plan assigns all virtual machines in a protection group to two networks on the recovery site a recovery network and a test network The recovery network is used in an actual recovery The test network is a special network that is used only for testing the recovery plan and does not typically allow the recovered virtual machines to communicate on your corporate network or the Internet Site Recovery Manager can create a test network that exists only on one ESX Server for you or you can create one yourself Site Recovery Manager supports a recovery network that spans across the ESX Servers at the recovery site i e vNetwork Distributed Switch vDS In case your recovery plan calls for the need of vDS you can create a vDS switch yourself for testing and failover recovery purposes A simple recovery plan includes a number of prescribed steps that use default values to control how protect
47. er the Mode column There are also some steps that will only be executed during an actual failover These steps are identified by Recovery only under the Mode column Once all the protected virtual machines have been failed over and reported to be powered on you are ready to start validating that all application services restarted cleanly at the recovery site In this case the protected virtual machine site1 vm5 from the NFS_PG is referred to Once you have completed the validation of the failed over application services at the recovery site you are now in a position to report the successful failover to the business and allow the respective business users to access the application services which are now being hosted on the recovery site NOTE Site Recovery Manager will automatically perform a re signature of the replicated iSCSI and FC datastores in the recovery site which means LVM EnableResignature will be set to 1 on the ESX hosts that have access to the replicated datastores in the recovery site The re signature that is initiated by Site Recovery Manager will result in the replicated datastores being presented with a prefix of snap xxx Site Recovery Manager automatically generates a report for each recovery plan execution In this instance the report is for a Site Recovery Manager Run operation against the recovery plan that was selected The report is accessible via the History tab and can be viewed by clicking on the View link under the
48. est FRR M Network dvPortGroup dvSwitchForSRMTest 8 On the Suspend Local Virtual Machines page of the Create Recovery Plan wizard select any virtual machines at the recovery site that the recovery plan should suspend Suspending local virtual machines frees resources for use by recovered virtual machines The virtual machines that you specify here are suspended during a test recovery as well as during an actual recovery You can choose to suspend no virtual machines if doing so fits your requirements After a test recovery the suspended virtual machines are powered on again Figure 26 Select non critical local virtual machines to be suspended during recovery Create Recovery Plan Fale xX Suspend Local irtual Machines To make additional resources available at the recovery site you may suspend non critical virtual machines Recovery Plan Information Selected local VMs will be suspended as part of the recovery plan Protection Groups site2vc vbc local Response Times Fa sitez ff SitetRecovery E E Site2Infrastructure Networks Suspend Local Ms Cap site2srm1 OE site2srm2 OE site2srm3 OE site2ve Site2Production 9 Click Finish to create the recovery plan Step 6 Customize IP properties To customize the network properties of a virtual machine customers can invoke the Customization Specification Manager on the recovery site to create a new customization specif
49. g failed over Completes power up of replicated protected virtual machines in accordance with the recovery plan Resets everything in preparation for a failover or next scheduled Site Recovery Manager Test Provides a report of test results 5 SRM does not perform the rescan if the replicated store is NFS based QJ vmware 11 EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 1 Site Recovery Manager Recovery Workflow 1 1 vSphere Linked Mode Site Recovery Manager 4 0 is fully compatible with VMware vSphere Multiple VMware vCenter Servers can be joined together using Linked Mode to allow them to be managed using a single VMware vSphere Client connection Taking advantage of VMware vSphere Linked Mode you can view the virtual inventories of both the protected and the recovery site in a single pane of glass See Figure 1 Refer to the VMware vSphere Basic System Administration Guide http www vmware com pdf vsphere4 r40 vsp_40_admin_guide pdf for more information about vSphere Linked Mode Figure 1 Inventory View in vSphere Linked Mode Inventory View in Linked Mode 6 sitetvc vbc local F sitet Hh sitetcluster J 192 168 92 11 J 192 168 92 16 SitelInfrastructure RP for non replicated Gp site1mgmt infrastructure VMs Op sitetsrm1 sitelsrm2 Protected Se fe i sitel vc Site E SitetProduction RP for replicated protected VMs Op site1 vmi Gp site1 vm2 Gp sitel vm3 Op si
50. ge Data Mover Celerra Network Name a Local Object Local Data Mover Interconnect Server Status Celerr01_Celerra02_iSCSI_REP_1 Celerra02_iSCSI_Targeti 10 S server_2 DM_replication J Celerra01 Site1_SRM_NFS_Replica1 fo Site1_SRM_NFS_Replicai D server_2 lt DM_replication Celerra0i Site1_SRM_NFS_Replica2 Sitel_SRM_NFS Replica DM_replication J Celerra01 Sitel_ SRM_NFS_Replica3 lim s Sitel_ SRM_ NFS _Replic ag serve pe g om replicatic in Celerra0l Ja Failed Over y OK storage array at site1 reports datastore export failed over to site2 Figure 56 shows that the export datastore that used to be presented at Site 1 has now been failed over successfully to the array at Site 2 oer 57 Review Site 2 storage Storage Storage Name a Capacity Used Movers Replications M Celerra01 _Celerra02_iSCSI_1 97 7 co EE server _ 2 R Ww DhLee_ Guided _POC_Replica_LUN_1 97 7 GBI server_2 R W Site1_SRM_NFS_Replical 29 3 GB E Dt server_2 R 0 Site1_SRM_NFS_Replical 7 f _ aisle Site1_SRM_NFS_Replicaz 29 3 GB _ Site1_SRM_NFS_Replica2 Clvsphere_ Test_Bed_iSCSI_LUN1 102 5 GB ElvSphere_Test_Bed_iSCSI_LUNZ 102 5 GB vSphere _Test Bed NFS LUNI j 102 5 GB Ml vSphere_Test_Bed_NFS_LUN2v2 102 5 GB n 5 server ARAW D server_2 R W storage array at site2
51. ger once at the customer site and again at the recovery site Both installations must specify the same custom Site Recovery Manager extension Each Site Recovery Manager server installation at the shared recovery site must have a dedicated host You cannot install multiple instances of the Site Recovery Manager server on a single host To enable shared recovery site support run the Site Recovery Manager installer from the Windows command line as shown in Example 1 Example 1 Installer Command Line lt SRM Installer exe gt V CUSTOM SETUP 1 When run from the command line using this option the Site Recovery Manager installer presents two addi tional screens See Figure 71 and Figure 72 on which you specify a unique Site Recovery Manager extension to be used by a pair of sites Click Custom Site Recovery Manager Plugin identifier Any other choice does not support the shared recovery site configuration Specify a Custom Site Recovery Manager Extension The Custom Site Recovery Manager Extension screen presented by the installer has three fields Site Recovery Manager ID a string of up to 20 ASCII characters 80 bytes The following characters are not allowed Comma ascii Ox2c Forward slash ascii Ox2f Backward slash ascii Ox5c Hash Pound ascii 0x23 Plus ascii Ox2b Greater gt ascii Ox3e Lesser lt ascii Ox3c Equals ascii Ox3d Semi colon ascii Ox3b and Double quote ascii 0x22 and all contr
52. ges Step1 Create a Site Recovery Manager custom role with Site Recovery Manager specific privileges Procedure 1 Open a vSphere Client and connect to the vCenter server at the protected site Log in as a vSphere administrator 2 Click the Roles icon on the vSphere Client Home page Figure 48 Administration of roles sitelyc bc local vSphere Client File Edit View Inventory Administration Plug ins Help K3 gt E Home Inventory g Poo ww 3 Search Hosts and Clusters VMs and Datastores Networking Templates Administration T R E Q Sessions Licensing System Logs vCenter Server vCenter Service Settings Status a a amp Scheduled Tasks Events Maps Host Profiles Customization Specifications Manager Solutions and Applications RS Site Recovery 3 Click on Add Role Figure 49 Add role site c vbc local vSphere Client File Edit View Inventory Administration Plug ins Help Home p ia Administration P oS Roles da Clone Role p EP sitezyec voc local al Add Role E vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 4 Input the name of the new role e g Site Recovery Manager Custom Role and select the privileges for the new role NOTE In Site Recovery Manager 1 0 U1 a new privilege for running test recovery has been added and in Site Recovery Manager 4 0 a new privilege group Advanced Settings has been ad
53. grants the associated user the ability to create and modify protection profiles groups Recovery Side Site Recovery Manager Roles Recovery Inventory Administrator This role should be assigned on the root of the VC inventory It grants the associated user the ability to view customization specifications existing on the secondary site Recovery Datacenter Administrator This role should be assigned on the Datacenter object in the VC inventory where the virtual machines will be recovered It grants the associated user the ability to view available datastores and perform recovery shadow virtual machine customizations Recovery Host Administrator This role should be assigned on the Host or DRS cluster object in the VC inventory where the virtual machine will be recovered It grants the associated user the ability to configure virtual machine components during recovery Recovery Virtual Machine Administrator This role should be assigned on the Folder and Resource Pool objects in the VC inventory where the recovery shadow virtual machines are to be placed It grants the associated user the ability to create and add shadow virtual machines to the resource pool and the folder as well as the ability to reconfigure and customize the shadow virtual machines at runtime and during the process of recovery Recovery Site Recovery Manager Administrator This role should be assigned on the Service Instance object in the secondary Site Recovery Manager invent
54. ication and associate it with the corresponding virtual machine Note that Site Recovery Manager only allows IP adapter properties to be updated through this mechanism Other virtual machine properties such as registration information time zone and administrator password are inherited from vCenter regardless of the input in the wizard Site Recovery Manager also provides a batch IP customization tool dr ip customizer exe Refer to the whitepaper titled Automating Network Setting Changes and DNS Updates on Recovery Site Using VMware vCenter Site Recovery Manager at http viops vmware com home docs DOC 1491 for more information QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 To create a customization specification on recovery site 1 Open a vSphere Client and connect to the vCenter server at the protected site Log in as a vSphere administrator 2 Click the Customization Specification icon on the vSphere Client Home page Figure 27 Customization Specification site2 c bc local vSphere Client File Edit View Inventory Administration Plug ins Help E F GB Home Inventory Q p Administration 8 Roles Sessions Management 9 fal Scheduled Tasks Events Solutions and Applications R Site Recovery Search Hosts and Clusters chy VMs and Templates R Licensing Z Maps 8 Datastores awe System Logs Host Profiles Networking
55. ilover and Testing Site Recovery Manager automates many of the tasks required at failover With the push of one button Site Recovery Manager Shuts down the protected virtual machines if there is connectivity between sites and they are online Suspends data replication and Read Write enable the replica devices Re scans the ESX servers at the recovery site to find iSCSI and FC devices and mounts replicas of NFS volumes Registers the replicated virtual machines Suspends non essential virtual machines at the recovery site if soecified to free up resources for the protected virtual machines being failed over QJ vmware 10 EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Completes power up of replicated protected virtual machines in accordance with the recovery plan Provides a report of failover results Site Recovery Manager does not require production system downtime to run tests This means you can test often to ensure that you are protected in case of a disaster For testing Site Recovery Manager Creates a test environment that includes network and storage infrastructure that is isolated from the production environment Re scans the ESX servers at the recovery site to find iSCSI and FC devices and mounts replicas of NFS volumes Registers the replicated virtual machines Suspends non essential virtual machines at the recovery site if soecified to free up resources for the protected virtual machines bein
56. ing within Site 2 Site Recovery Manager server Other than the array manager configuration Site Recovery Manager also requires inventory mappings be defined before any protection group can be successfully created It is highly likely and shown in this example that in most configurations the inventory mappings will still be undefined at Site 2 Figure 62 illustrates what most inventory mapping screens will look like at a recovery site Site Recovery Manager server At this point simply configure the inventory mappings using the same process used to create the mappings at the original protected site QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 62 Site 2 inventory mapping pee eeg Inventory Mappings Ea n Configure mappings between resources on the protected and recovery sites Resources used by a recovered Protected Site Resources Recovery Site Resources Networks Eg sitez A d vPorkGroup idw SwitchForSRMTest Mone Selected a VM Network Compute Resources E3 sitez gt i None Selected Mone Selected El aia site cluster 5 Sitel Recovery 28 SitezInfrastructure Site2Praduction Virtual Machine Folders Mone Selected Mone Selected Mone Selected Mone Selected E Site 1 Recovery Mone Selected E SitezInfrastructure E site Froduckion Mone Selected PEEP PPPppp Mone Selected Inventory mapping now needs to be completed i
57. ion group members are migrated to the protected site You can customize a recovery plan to change default values add steps to the plan itself and to the recovery of individual virtual machines suspend non critical virtual machines at the recovery site to make resources available for recovered machines and so on QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Procedure 1 Open a vSphere Client and connect to the VMware vCenter server at the recovery site e g site2vc vbc local Log in as a vSphere administrator 2 Click the Site Recovery icon on the vSphere Client Home page 3 In the Recovery Setup area of the Summary window navigate to the Recovery Plans line and click Create 10 Figure 21 Create recovery plan on recovery site site2yvc bc local vSphere Client File Edit View Inventory Administration Plug ins Help F a Home p J Solutions and Applications p R Site Recovery gt a site2vc bc local Site Recovery Protection Groups Recovery Plans Site Recovery for 192 168 92 20 Summary Qari Melee tests Search Inv Local Site vCenter Server site2vc vbc local 443 SRM Server 192 168 92 39 8095 Site Name Site Recovery for 192 168 92 20 SRM ID eny3 srm ymware Organization Envrionment3 Paired Site vCenter Server 192 168 92 10 443 SRM Server 192 168 92 38 8095 Site Name Site Recovery for 192 168 92 10 SRM ID en
58. ional description for the protection group then click Next Figure 18 Enter protection group name and description Name and Description Enter the name and description for this protection group N ee Protection Group Name Datastore Group Placeholder VMs NFS_PG Description Protection group For replicated NFS store in Environment 3 Help lt Back next gt Cancel E vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 5 On the Select a Datastore Group page of the Create Protection Group wizard select a datastore group from the list then click Next Figure 19 Select a datastore group for the protection group being created Create Protection Group EE Eq Select a Datastore Group Select a datastore group for this protection group Name Datastore groups Datastore Group Datastore Group Placeholder Ms stel nfs ES Protection Group Ms on the selected datastore group a sitel vm5 Help lt Back next gt Cancel A The datastore groups listed on this page are the ones that were discovered when you configured the array managers Each datastore in the list is replicated to the recovery site and supports at least one virtual machine at the protected site When you select a datastore group the virtual machines that it supports are listed in the VMs on the selected datastore group field and are automatically included in the protection
59. l Site Recovery Manager using the switch v CUSTOM_SETUP 1 2 During the installation you will be prompted to enter a Default Site Recovery Manager Plug in ID or a Custom Site Recovery Manager Plug in ID Choose Custom Site Recovery Manager Plug in ID 3 Enter the Custom Site Recovery Manager Plug in ID ORGANIZATION Recovery Site for Environment 1 in a shared recovery site configuration NOTE Both sites must use the same authentication method If certificate based authentication is used both sites must use matching certificates If credential based authentication is used both sites must specify the same values for organization and organization unit QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Step 2 Pair sites Follow the procedure to pair sites specified in section 1 Step 3 Install a Site Recovery Manager instance on another protected site and another Site Recovery Manager instance on the recovery site Repeat the procedures in step 1 and step 2 and use a different Site Recovery Manager Custom ID for this installation 1 Enter the Custom Site Recovery Manager Plug in ID for the Site Recovery Manager Server instance on the protected site DESCRIPTION Protected Site for Environment 2 in a shared recovery site configuration 2 Enter the Custom Site Recovery Manager Plug in ID for the Site Recovery Manager Server instance on the recovery site DESCRIPTION Recovery Site for Envi
60. le vCenter Servers at protected sites to a single vCenter Server at a shared recovery site In a shared recovery site configuration you need one instance of vCenter Server on the recovery site and a separate instance of vCenter Server at each of the protected sites The vCenter Server instance on the recovery site works with the multiple instances of Site Recovery Manager Servers to provide protection to multiple protected sites Each protected site has its own instance of Site Recovery Manager Server In this section the use cases of the shared recovery site feature is discussed and details are provided on how to evaluate the feature See Figure 67 Figure 67 Shared Recovery Site Protected Site 1 Shared Recovery Site vCenter SRM SRM Server Server 1 Server 1 SRM Server 2 SRM Server X Protected Site 2 vCenter Server vCenter Server Server 2 S a al e o J ie 5 E a e q a e SAN Array Pee Ee l a 2 s ol e 3 5 i E E a 7 3 oo 5 J J ols E E E 0 a E E SAN Array NOTE Pairing a protected site with the shared recovery site requires two important installation configurations Both sites must be installed with the exact same custom Site Recovery Manager extension Both sites must use the same authentication method If certificate based authentication is used both sites must
61. lowing prerequisites A vCenter server installed at the protected site A vCenter server installed at the recovery site Pre configured array based replication between the protected site and the recovery site Network configuration that allows TCP connectivity between Site Recovery Manager servers and vCenter servers An Oracle or SQL Server database that uses ODBC for connectivity in the protected site and in the recovery site A Site Recovery Manager license installed at the protected site and the recovery site QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Site Recovery Manager Configuration and Protection The following workflows for the protected and recovery sites accomplish setup and configuration Site Recovery Manager is installed as a plugin into a VMware vSphere Client Site Recovery Manager uses the VMware vSphere Client as the User Interface UI The Site Recovery Manager UI is accessed by clicking on the Site Recovery icon on the vSphere Client Home page and is used for the setup of the Site Recovery Manager workflows recovery plan testing as well as services failover from the protected site to the recovery site It is important to complete the workflows in the order they are presented in this guide The recovery site configuration workflow involves the following activities The user installs the Site Recovery Manager server The user installs the SRA and restarts Site Recovery Manager service
62. machine that was failed over If you now rescan all ESX hosts at Site 1 rescan for devices and VMFS volumes you will see that the virtual machine object grays out and the word inaccessible appears next to it The reason that the virtual machine object grays out is because the storage that object resides on is no longer available in read write mode as is has been failed over to Site 2 which means that the copy at Site 2 became read write It was then reversed so that the storage replication device at Site 1 is now read only and hence the virtual machine object is Inaccessible at Site 1 NOTE If you are using NFS exports as was done in this example a rescan will not change the Site 1 virtual machine object state You can test the device state by simply trying to power the Site 1 virtual machine object on You will see it will fail At this point you can un mount the NFS export s from your Site 1 ESX hosts QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 64 Site 1 vCenter inventory cleanup J sitelve vbe local 5 Sy sitel F aij sitel cluster 192 168 92 11 0 192 168 92 16 OB stelmgmt i sitelsrmi ip sitelsrm2 G sitelsrm3 CB sitelve iB sitel vml BB sitel vm2 OB sitel vm3 p E e2vc vbc local fy stez 5 H sitezchster E Remove from B inventoryatsitel the VM object relatingto the VM that was i ste failed over ao B ste during initial iB site
63. ming any failback review the vCenter inventory at your recovery site to check everything is at it should be In this example the site 1 VMware vCenter instance is obviously still online at this time so it can be compared to the recovery site against the protected site in a single view if using Linked Mode vCenter Figure 55 Review vCenter Inventories 5 site l yc vbe local E stel z atil sitet cluster 192 168 92 11 c 192 168 92 16 Sitellnfrastructure OB siteimgmt CH sitelsrmt BB siteisrm2 i sitelsrm3 OB sitelve Site1Production WD sitel vm CB sitel vm2 Op sitel vm3 sitel vm5 powered off and unavailable atsitel GS Site2Recovery G site2ve vbe local El fe l site Hh site2cluster 192 165 92 12 E 192 168 92 17 SitelRecovery G sitel vm1 g sitel vm2 G sitel vm3 sitel vm5 powered on and failed over to site GIRA dD site2srm1 i sitezsrm2 Cp siteZsrm3 OB site vc io Site2Production 2 Review state of storage at recovery site Site 2 and failback site Site 1 Before moving on it is important to review the state of the storage at both sites to determine the storage point of view and how it relates to the datastores or exports you are working with during the failback process This example works from a single NFS export QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 56 Review Site 1 stora
64. ministrator Protection SRM Administrator Protection Virtual Machine Administrator De fa u It S RM Recovery Datacenter Administrator l Recovery Host Administrator Recovery Inventory Administrator n O es Recovery Plans Administrator Recovery SRM Administrator Recovery Virtual Machine Administrator There are two sets of roles The first set contains the roles required for the primary site user to administer protection and the Site Recovery Manager roles are prefixed by Protection The second set contains the roles required for the secondary site user to administer recovery and the Site Recovery Manager roles are prefixed by Recovery QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Protection Side Site Recovery Manager Roles Protection Virtual Machine Administrator This role should be assigned on the protected Virtual Machine object in the VC inventory It grants the associated user the ability to setup and modify the protection characteristics of the protected virtual machine Protection Site Recovery Manager Administrator This role should be assigned on the Service Instance object in the primary Site Recovery Manager inventory It grants the associated user the ability to pair two sites configure inventory mappings and SAN arrays Protection Groups Administrator This role should be assigned on the Primary Configuration Protection Service object in the Site Recovery Manager inventory It
65. nager Resources Product Resources http www vmware com products srm resource htm Product Community http www vmware com products srm community hAtm VMware vCenter Site Recovery Manager Administrator s Guide http www vmware com pdf srm admin pdf Automating Network Setting Changes and DNS Updates on Recovery Site Using VMware vCenter Site Recovery Manager http viops vmware com home docs DOC 1491 Adding a DNS Update Step to a Recovery Plan http www vmware com pdf srm_dns_updater pdf Installing Configuring and Using Shared Recovery Site Support http www vmware com pdf srm_shared_ recovery pdf VMware vCenter Site Recovery Manager Compatibility Matrixes http www vmware com pdf srm_compat_ matrix_4_0 odf VMware vSphere and vCenter Resources Product Documentation http www vmware com support pubs vSphere Basic System Administration Guide http www vmware com pdt vsphere4 r40 vsp_40_admin_ guide pdf Online Support http www vmware com support Support Offerings http www vmware com support services Education Services http mylearn1 vmware com marreg index cfm Support Knowledge Base http kb vmware com VMware Contact Information For additional information or to purchase VMware vSphere and VMware vCenter Site Recovery Manager VMware s global network of solution providers are ready to assist you If you would like to contact VMware directly you can reach a sales representative at 1 877 4AVMWARE 650 475
66. nager server 7 On the Complete Connections page click Finish after all of the site paring steps have completed successfully Figure 7 Complete connection pairing e Connect to Remote Site _ Fa Complete Connections Establish reciprocity with the remote wCenter Server Remote Site Information Authentication Complete Connections af Connecting please wait Connected to remote Center Server sitezvc vbc local a Certificate validation Connected to remote Site Recovery Manager Certificate validation Establishing reciprocity 16 Help Back Finish a QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 The Site Recovery Manager and vCenter servers at the protected and recovery sites are connected Connection information is saved in the Site Recovery Manager databases and persists across logins and host restarts Step 2 Set up array managers After you have connected the protected and recovery sites you must configure their respective array managers so that Site Recovery Manager can discover replicated devices compute datastore groups and initiate storage operations The array manager configuration wizard leads you through a number of steps You provide Site Recovery Manager with connection information and credentials if needed for array management systems at the protected and recovery sites Site Recovery Manager verifies that it can connect to arrays at both si
67. nd Privileges Site Recovery Manager Advanced Settings Failover from Protected Site to Recovery Site Failback from Recovery Site to Protected Site a oe Be Ye Shared Recovery Site It is highly recommended that you work through the exercises in the section to experience the Site Recovery Manager features and capabilities first hand For changing advanced setting failover failback and shared recovery site you can simply read through the details provided in the corresponding sections listed above if you decide not to go through the real operations The exercises include 4 Note that the real time spent on each exercise is dependent on the specifics of your environment These are time estimates that were gathered from working in this test environment that has a small number of virtual machines QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 CATEGORY SRM Recovery Workflow SRM Roles SRM Advanced Settings Optional SRM failover from Protected Site to Recovery Site Optional SRM failover from Recovery Site to Protected Site Optional Shared Recovery Site Optional FEATURES Recovery Workflow Automation Configure action fora SRM Alarm Custom Role Creation Change Advanced Settings Configure Shared Recovery Site TIME ESTIMATES WHAT WILL BE COVERED Set up Recovery Workflow 1 Set up site pairing Set up Array Managers for the replicated datast
68. non replicated datastore does not automatically remove protection Explicit configuration is needed QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Protected VM AVM that is protected by SRM and it is located on a replicated datastore Un protected VM AVM that is not protected by SRM and it is located on a non replicated datastore Protected site The site that contains the protected VMs Recovery site The site that contains the replicated protected VMs from the protected site Datastore group Replicated datastores containing complete sets of protected VM Storage Replication Adapter SRA Enables SRM to interact with a storage array Placeholder VM An artifact in the recovery site vCenter inventory that represents a protected VM from the protected site vCenter Inventory mappings Associations between resource pools VM folders networks at the protected site and their destination counterparts at the recovery site Recovery plan Contains the complete set of steps needed to recover or test recovery of the protected VMs in one or more protection groups Protection group A group of VMs that will be failed over together to the recovery site during test or recovery What Will Be Covered This guide provides you with an overview of the Site Recovery Manager features and capabilities 1 Site Recovery Manager Recovery Workflow Site Recovery Manager Alarms and Site Status Monitoring Site Recovery Manager Roles a
69. nthe site2 gt sitel direction in readiness for failback 6 Remove original protection group at Site 1 and recovery plan at Site 2 used for original virtual machine protection After a successful failover the original protection group s Site 1 and recovery plans Site 2 will still exist At this time it is good practice to remove these objects to prevent them being re used accidentally at some later point First remove the recovery plan at Site 2 used to perform the original failover Finally remove the protection group from Site 1 as shown in Figure 63 QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 63 Site 1 protection group removal Permissions F Configure Protection Ex Remove Protection Qf Repair All Status Folder Add Permission e S Ce Rcovery Before creating new protection group for failback remove original protection group at sitel to prevent it being reused in future also remove original recovery plan used during the failoverfrom the site2 SRM server not illustrated 7 Remove from vCenter inventory virtual machine objects left behind at Site 1 for virtual machines that were failed over to Site 2 It is almost time to create the new protection group s and recovery plan s But before that step the vCenter inventory at Site 1 is reviewed and you will notice that a virtual machine object still exists for the original virtual
70. ol characters Organization a string of up to 20 ASCII characters 80 bytes that specifies the organization owning the extension Description a string of up to 20 ASCII characters 80 bytes that provides a description of the extension 12 The host in reference is a physical machine or a virtual machine not an ESX Server host QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 7 1 Use Cases of Shared Recovery Site With the shared recovery site feature organizations can use Site Recovery Manager to accommodate use cases in which multiple protected sites are configured to failover to a single recovery site These organizations include 1 ROBO Enterprise companies that have many remote field offices can protect their remote offices by a centralized recovery site See Figure 69 2 Disaster Recovery Hosting DR Service Providers that have a data center that can be used to protect the virtual environments of multiple customers See Figure 70 Figure 69 Shared Recovery Site ROBO Protection Shared Recovery Site ROBO Protection SRM Site A nn SRM SRM SRM Primary Site A SRM Site B p Primary Site B __ _ is Common DR Site SRM Site c e Single vCenter Server and SRM instance deployed at primary site a e Single vCenter Server with multiple instances of SRM at common DR site Primary Site C E vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY M
71. orage device type Yet the general workflow should still be similar QJ vmware 17 EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 4 On the Protected Site Array Managers page of the Configure Array Managers wizard click Add Figure 9 Add array manager for protected site Configure Array Managers Fife x Protected Site Array Managers Enter the location and credentials for array managers on the protected site Protected Site Array Managers Protected Site Array Managers Recovery Site 4rray Managers Review Replicated Datastores Display Name Manager Type Address Replicated Array Pairs Peer Array Device Count Model Help lt Back Next gt Close y 5 Make sure that the SRA that you want Site Recovery Manager to use appears in the Manager Type field If more than one SRA has been installed on the Site Recovery Manager server host click the drop down arrow and select the manager type you want to use If no manager type is displayed no SRA has been installed on the Site Recovery Manager host For more information see Install the Storage Replication Adapters in chapter 2 of Site Recovery Manager 4 0 Administration Guide For this example EMC Celerra Replicator was used 6 Type a name for the array in the Display Name field of the Add Array Manager window Use any descriptive name that makes it easy for you to identify the storage associated with this ar
72. ore Set up inventory mappings Set up protection group Set up recovery plan Configure IP customization Trigger a test recovery Configure action for alarm Remote Site Down 1 Configure alarm action to send out notification email Create a SRM Custom Role 1 Create a SRM custom role with SRM specific privileges Change Advanced Settings Exercise is optional 1 Change one of the advanced settings e g SanProvider cCommandTimeout Details of failover operations Exercise is optional QJ vmware Details of failback operations Exercise is optional Protect 2 sites by a shared recovery site Exercise is optional Pre requisite Two protected sites with separate vCenter servers one recovery site with another vCenter server 1 Install a SRM instance using a custom switch on both the protected and recovery sites with custom SRM plug in ID and same authentication method Pair sites Install a SRM instance on another protected site and another SRM instance on the recovery site Repeat the procedures in step 1 and step 2 EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 VMware vCenter Site Recovery Manager Evaluation Worksheet You can use the worksheet below to organize your evaluation process HARDWARE CHECKLIST SOFTWARE CHECKLIST VMware vSphere ESX ESXi Server VMware vCenter Server and associated database VMware vSphere Client VMware vCenter Site Re
73. ory It grants the associated user the ability to configure SAN arrays and create protection profiles Recovery Plans Administrator This role should be assigned on the Secondary Configuration Recovery Service object in the Site Recovery Manager inventory It grants the associated user the ability to reconfigure protection and shadow virtual machines and setup and run recovery NOTE VMware vCenter already defines a Read Only system role which can be used to grant users the ability to view the Site Recovery Manager service In addition the Administrator role can be used to grant user complete control over both the protection and recovery Site Recovery Manager components Site Recovery Manager also allows for the creation of custom Site Recovery Manager roles by allowing you to either add a role or to clone one of the default Site Recovery Manager roles and then by editing the cloned Site Recovery Manager role you can select which privileges should be associated to the custom Site Recovery Manager role that you are creating Figure 50 shows a Custom Site Recovery Manager Role and all the privileges that can be selected to complete the creation of the Site Recovery Manager Custom Role QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 3 1 Exercise Create a Site Recovery Manager Custom Role SRM Roles Custom Role Creation Create a SRM 10 minutes Custom Role 1 Create a SRM custom role with SRM specific privile
74. otection Groups Response Times Networks Suspend Local VMs VM Response Times Additional time to wait For a response after the recovery step executes Change Network Settings 600 H seconds Wait For OS Heartbeat 600 seconds 7 On the Configure Test Networks page of the Create Recovery Plan wizard select a recovery site network to which recovered virtual machines connect to during recovery plan tests and then click Next By default the test network is specified as Auto which creates an isolated test network on one ESX Server for you If you would prefer to specify an existing recovery site network as the test network e g a vDS portgroup that spans across your recovery ESX Servers click Auto and select the network from the drop down control QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 25 Configure test network for recovery plan Create Recovery Plan iof Xx Configure Test Networks Set the networks to use while running tests of this plan Recovery Plan Information For each network used by virtual machines in this plan select a network to use while running tests Protection Groups Response Times Networks Suspend Local Ms Select Auto if you want the system to automatically create a new isolated network environment during each test Recommended Datacenter Recovery Network Test Network site2 YM Network dvPortGroup dySwitchForSRMT
75. ources at the protected site and a corresponding tree of resources at the recovery site For any protected site resource that does not have an inventory mapping the corresponding item in the recovery site tree is listed as None Selected Figure 15 Inventory Mapping interface before any mapping 5 Protection Groups Summary Protection Groups Inventory Mappings Configure mappings between resources on the protected and recovery sites Resources used by a YM on the protected site will be replaced by mapped resources on the recovery site when the VM is recovered Protected Site Resources Recovery Site Resources Recovery Site Path Networks Fh sitel VM Network Compute Resources a Fa sitet H sitetcluster Site1 Infrastructure Site1Production Site2Recovery irtual Machine Folders a E sitet Site 1 Infrastructure Taj Site1 Production E Site2Recovery A None Selected None Selected None Selected None Selected None Selected None Selected None Selected None Selected None Selected PPP PREP Refresh Configure Remo We QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 4 To configure mapping for a resource right click it in the Protected Site Resources column and click Configure 5 Expand the top level folder in the Configure Inventory Mapping window and navigate to the recovery site resource network resource pool or fol
76. plication Group Removed Recovery Plan Destroyed License Server Unreachable As you become more familiar with Site Recovery Manager its associated workflows that allow you to Test your recovery plans as well as Run your recovery plan which results in the failover of services from your protected site to your recovery site it is recommended that you work through the list of Site Recovery Manager Alarm Events These can be accessed via the Alarms tab as depicted in Figure 43 and enable the appropriate notification Actions for any additional Site Recovery Manager Alarm Events that you deem to be important for your environment 2 1 Exercise Configure Site Recovery Manager Alarms Configure action for a Configure action for alarm 10 minutes SRM Alarm Remote Site Down 1 Configure alarm action to send out notification email Step 1 Configure alarm action to send out notification email Procedure 1 Open a vSphere Client and connect to the vCenter server at the recovery site Log in as a vSphere administrator 2 Click the Site Recovery icon on the vSphere Client Home page QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 3 In the main window click the Alarms tab to display the list of Site Recovery Manager alarms Figure 43 Site Recovery Manager alarms tab sitelyc bc local vSphere Client File Edit view Inventory Administration Plug ins Help F A Home p ag Solutions and Applications
77. ray manager For this example NFS_SRA_Site 1 was used 7 Fillin the remaining fields of the Add Array Manager window These fields are defined by the SRA For more information about how to fill them in see the documentation provided by your SRA vendor 8 Click Connect to validate the information you supplied and get the list of arrays that the selected array manager has discovered All discovered arrays are selected Clear the selection of any array that you do not want Site Recovery Manager to use QJ vmware 18 EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 9 Click OK The array manager queries the selected arrays to discover which of their devices are replicated Detailed information about the selected arrays and the number of replicated devices they support appears in the Replicated Array Pairs area of the Configure Array Managers window Figure 10 Enter array manager information for protected site Add Array Manager Me x f Array Manager Information Display Name NFS_SRA_Sitet Manager Type emc Celerra Replicator Control Station IP 172 16 102 100 Username asadmin Password eee 10 Click Next to configure array managers at the recovery site 11 On the Recovery Site Array Managers page of the Configure Array Managers wizard click Add The procedure for configuring these arrays is identical to the procedure for configuring the arrays at the protected site described in
78. re Client File Edit View Inventory Administration Plug ins Help F B Home p 4d Solutions and Applications p gt Eg Site Recovery D site2vc vbc local al Search Inventory a Bes Pase Resume stop M rRun Site Recovery Protection Groups Recovery Plans IIb NFS_RP Running Test gt f T R F BB Ey NFS_RP ETATE EEA Recovery Steps CECA Recovery Step Status Task Started Task Completed E Oa 1 Shutdown Protected Virtual Machines at Prot Inactive M1 Shutdown Low Priority Protected Virtual Inactiv H 2 Shutdown Normal Priority Protected Wirt Inactive L 3 Shutdown High Priority Protected Virtual Inactive E 8 2 Prepare Storage Running 16 09 2009 13 53 13 50 Zz 1 16 09 2009 13 53 13 Recent Tasks x Status Details Initiated by vCenter Server Requested Start Ti Start Time Unregister virtual machine _InProgress Administrator site2vc vbc loc 16 09 2009 13 53 52 16 09 2009 13 53 52 Create NAS datastore m 192 168 92 12 Completed Administrator site2vc vbe loc 16 09 2009 13 53 43 16 09 2009 13 53 43 16 09 Name Create NAS datastore 192 168 92 17 Completed Administrator site2vc vbe loc 16 09 2009 13 53 40 16 09 2009 13 53 40 16 09 gt ZJ Tasks Alams To release cursor press CTRL ALT Administrator YW Figure 39 View of Datastores before Test Recovery No NAS
79. re Client Home page 3 In the Site Recovery tree view expand the Recovery Plans icon and click the recovery plan that you want to test Figure 36 Trigger test recovery In the Commands area of the Summary window click Test Recovery Plan site c vbc local vSphere Client k E a Test El 0 Pause D Resume Site Recovery ma p Protection Groups Recovery Plans a fe NF5_RF Use either of these commands to trigger test recovery of the selected recovery plan File Edit View Inventory Administration Plug ins Help A Home p E Solutions and Applications f ae Site Recovery p siteZyc voc local Go Stop g Run NFS_RP Summary Virtual Machines Recovery Steps History Permissions Mame Description Skatus Commands E Edit Recovery Plan NFS_RP Recovery Plan for replicated MF5 OK LT Remove Recovery Plan Gg Test Recovery Plan G Run Recovery Plan QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 When you see the confirmation prompt click Yes to proceed with the test Figure 37 Confirmation prompt for test recovery Test Recovery Plan NFS_RP Ea a Le Testing this recovery plan may take several minutes Do you want to continue 5 Click the Recovery Steps tab to monitor the progress of the test and respond to messages Figure 38 Create NAS Datastore During Test Recovery site2 c bc local ySphe
80. rmation before it can continue Click Continue when you are ready for Site Recovery Manager to clean up and finish the test Site Recovery Manager powers down and unregisters the test virtual machines and then registers the placeholders back QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Site Recovery Manager provides an audit trail via a report that is generated automatically at the end of each Site Recovery Manager Test or Site Recovery Manager Recovery The reports are accessible via the History tab and can be viewed by clicking on the View link under the Actions column which will result in a browser window opening that contains a log of the steps executed during the test with the total time to execute the recovery plan and the time it took to execute each step in the recovery plan Figure 42 Site Recovery Manager history tab audit trail site2 c bc local vSphere Client Pijal Ea File Edit view Inventory Administration Plug ins Help EA Home p 4 Solutions and Applications D KY Site Recovery D a site2vc vbe local Iy Search Inventory a D Test Pause L Resume Stop g Run Site Recovery Protection Groups E Recovery Plans NFS_RP Summary Virtual Machines b NFS_RP Date amp Time Plan Mode Result Execution Time Actions 16 09 2009 16 33 28 NFS_RP Test Success 00 23 37 view Export 16 09 2009 13 53 13 NFS_RP Test Success 00 04 00 view
81. ronment 2 in a shared recovery site configuration After these 3 steps you will have an environment with two sites being protected by one recovery site The recovery site has 2 Site Recovery Manager Server instances and 1 vCenter Server instance and the protected sites have 1 Site Recovery Manager Server instance and 1 vCenter Server instance each E vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 8 Conclusion VMware vCenter Site Recovery Manager SRM leverages your VMware vCenter and vSphere platform to make disaster recovery Rapid by automating the disaster recovery process for your virtual machines by eliminating the complexities of traditional physical disaster recovery Reliable by ensuring proper execution of the recovery plan as well as the ability to enable easier more frequent tests in an isolated environment without impacting services in the protected site Manageable centrally manage recovery plans and make plans dynamic to match a dynamic virtualized environment Affordable utilize recovery site infrastructure and reduce management costs Site Recovery Manager enables you to Expand disaster recovery protection now any workload in a virtual machine can be protected with minimal incremental effort and cost Reduce time to recovery as soon as a disaster is declared Site Recovery Manager allows for the recovery of protected virtual machines with a few mouse clicks to the designated re
82. roughout this evaluator guide ABBREVIATION DESCRIPTION BC DR Business Continuity and Disaster Recovery Virtual machines on a managed host Disaster Recovery DR and Site Recovery Manager Terminology The following DR and Site Recovery Manager terminology is used throughout this guide DR AND SRM TERMINOLOGY DESCRIPTION Array based replication Replication of virtual machines that is managed and executed by the storage subsystem itself rather than from inside the virtual machines the vmkernel or the Service Console Logical unit number LUN Refers to a single SCSI storage device on the SAN that can be mapped to one or more ESX Servers Failover Event that occurs when the recovery site takes over operation in place of the protected site after the declaration of a disaster Failback Reversal of failover returning IT operations to the primary site SRM Server Short form for VMware vCenter Site Recovery Manager Server SRM Server extends VMware vCenter to provide disaster recovery capabilities for VMware customers It enables integration with array based replication discovery and management of replicated datastores and automated migration of VMware inventory from one vCenter to another 2 Note that virtual machines that are added or moved to a replicated datastore after the protection group has been added will need to be configured for protection explicitly 3 Note that migrating a previously protected virtual machine to a
83. s to VMware customers It enables integration with array based replication discovery and management of replicated datastores and automated migration of inventory from one VMware vCenter to another Site Recovery Manager Servers coordinate the operations of the replicated storage arrays and VMware vCenter Servers at the two sites so that as virtual machines at one site the protected site are shut down virtual machines at the other site the recovery site start up and using the data replicated from the protected site assume responsibility for providing the same services Migration of protected inventory and services from one site to the other is controlled by a recovery plan that specifies the order in which virtual machines are shut down and started up the resource pools that they are allocated and the networks they can access Site Recovery Manager enables you to test a recovery plan using a temporary copy of the replicated data in a way that does not disrupt ongoing operations at either site Site Recovery Manager runs on the VMware vSphere platform extending the feature set to include support for NFS storage replication protection for multiple sites by one shared recovery site and other automation improvements About This Guide The purpose of this guide is to support a self guided hands on evaluation of VMware vCenter Site Recovery Manager by IT professionals who are looking to automate their disaster recovery plans by Site Recovery
84. t Alarm General Actions fats Send a notification e mail a eee decor serene meee send a notification e mail Send a notification trap Run a script QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 3 Site Recovery Manager Roles and Privileges This section provides an overview of the Site Recovery Manager roles and the types of Site Recovery Manager privileges that can be set Authorization in Site Recovery Manager uses the same authorization model as vCenter Server Figure 47 show the default Site Recovery Manager roles that become available for use after the Site Recovery Manager plug in has been installed and enabled for use To access these roles click on the Administration icon in the toolbar and click on the Roles tab to see a list of all the roles that are available These default Site Recovery Manager roles provide the ability to delegate control to a very granular level Figure 47 Default Site Recovery Manager Roles site yc vbc local vSphere Client File Edit View Inventory Administration Plug ins Help Home P Administration P oS Roles fe Clone Role gt EP sitezyc voc local Roles Mame Mo access Read only Administrator Virtual machine power user sample Virtual machine user sample Resource pool administrator sample yMware Consolidated Backup user sample Dakastore consumer sample Network consumer sample Protection Groups Ad
85. t Site 2 If this applies to you skip to the next step Configuring the Array Managers SRA s at Site 2 is the same process used to configure the SRA s originally the only difference being that the array objects are now entered in a different order Figure 59 illustrates configuring the protected site array at Site 2 The array credentials entered here relate to the storage array that resides in Site 2 Figure 59 Site 2 protected site array configuration Er Configure Array Managers Protected Site Array Managers Enter the location and credentials for array managers on Protected Site Array Managers Recovery Site Array Managers Review Replicated Datastores Protected array Is now defined as array at site2 Array ID Help Protected Site Array Managers CE2Z00081 900346 Ee x the protected site Replicated Array Pairs Peer Orray Device Count Model CK2000823007980000 1 N520F_ coe ees coe QJ vmware 50 EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 60 illustrates configuring the recovery site array The array credentials entered here relate to the storage array that resides in Site 1 Figure 60 Site 2 recovery site array configuration cA Configure Array Managers Mel Ea Recovery Site Array Managers Enter the location and credentials For array managers on the recovery site Protected Site Array Managers Recovery Site Array Managers
86. t to use for the initial connection to the remote site After the initial HTTP connection is made the two sites establish an SSL connection over port 80 to use for subsequent connections Figure 5 Enter remote site information H Connect to Remote Site lel E Remote Site Information Connect to a remote vCenter Server that will recover virtual machines From this site in the case of a disaster Remote Site Information Enter the address and port For a remote vCenter Server Authentication be local Complete Connections Address fsitezve v woes Example ycserver company com Port fo Help lt Back me Cancel E EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 6 On the vCenter Server Authentication page provide the appropriate vCenter administrator credentials username and password for the remote site and click Next Figure 6 Enter vCenter server authentication information Connect to Remote Site Miel Center Server Authentication Log in to remote yCenter Server Remote Site Information Authentication Complete Connections Center Server site2vc be local Username administrator Provide administrator credentials For the remote viCenter Server Password a Help lt Back next gt Cancel Hi If you are using credential based authentication you must supply exactly the same information here that you entered when installing the Site Recovery Ma
87. tel vm4 7 ee Protected VMs replicated from J fh site2cluster protected site to recovery site J 192 168 92 12 g 192 168 92 17 SitelRecovery RP for recovery VMs E sitel vmi Recovery E sitel vm2 E sitel vm3 Site E sitel vm4 Site2ZInfrastructure _RP for non replicated site2srm1 infrastructure VMs Er M site2srm2 Er Ee site2srm3 Figure illustrates the inventory view of both the protected site and the recovery site in the lab environment in a single pane of glass Both the protected site and the recovery site have divided their resources into two resource pools one for infrastructure virtual machines and another for production or recovery The infrastructure virtual machines are generally bound to the data center and thus are not replicated The protected virtual machines host application type services and these are the services that need to be made available to the business at time of disaster 1 2 Switch between Protected Site and Recovery Site in vSphere Client With Site Recovery Manager 4 0 you no longer have to use two separate vSphere Clients to connect to each site separately Site Recovery Manager 4 0 allows you to easily switch between the protected site and recovery site within the same Site Recovery Manager UI via a drop down menu See Figure 2 QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 2 S
88. tes Site Recovery Manager verifies that it can discover replicated storage devices on these arrays and identify the datastores that they support Site Recovery Manager computes datastore groups based on virtual machine storage layout and any consistency groups defined by the storage array When the configuration process is complete the wizard presents a list of datastore groups You typically configure array managers only once after you have connected the protected and recovery sites You do not need to reconfigure them unless array manager connection information or credentials have changed or you want to use a different set of arrays Procedure 1 Open a vSphere Client and connect to the vCenter server at the protected site Log in as a vSphere administrator 2 Click the Site Recovery icon on the vSphere Client Home page 3 In the Protection Setup area of the Summary window navigate to the Array Managers line and click Configure Figure 8 Configure array mangers Protection Setup Use the steps below to configure protection For this site Connection Connected Configure Break Logout Array Managers Not Configured Inventory Mappings Not Configured Configure Protection Groups No Groups Created Create 8 The example here uses a replicated NFS store You may have a different storage device type e g iSCSI or FC In this case you may see a Slight variation of input parameters depending on the st
89. ulan gta tte Ae AE E History Permissions lt gt General Name NFS_RP Description Recovery Plan for replicated NFS Status OK Commands bY Edit Recovery Plan p iT Remove Recovery Plan Use either of these commands to BB Test Recovery Plan trigger failover recovery of the selected recovery plan FJ Tasks Alarms Administrator 7 This example will show you how to work through an actual failover leveraging the Site Recovery Manager Run a recovery plan option In Figure 53 the Site Recovery Manager UI lists the recovery plan NFS_RP that was created in Section 1 There are two ways to initiate the actual failover you can either click on the Run button or click on the Execute Recovery Plan link under the Commands section and both are highlighted in Figure 53 The Run Recovery Plan dialog box represented by Figure 54 warns you that you are about to run the a recovery plan which will result in changes to the protected virtual machines and the infrastructure of both the protected and recovery site datacenters Click the radio button to confirm you understand the implications of running your recovery plan and then click on the Run Recovery Plan button that is highlighted in Figure 54 to start the failover of protected virtual machines from the protected site to the recovery site The Run Recovery Plan dialog box also provides a summary of the Recovery Plan Information This includes the Reco
90. very Manager in the Administrators Guide for Site Recovery Manager that details how to setup the alarm actions listed above Failure of either site generates events that can be associated with VMware vCenter alarms Problems with the local site e g resource constraints Problems with remote site e g unable to ping remote site which may indicate a disaster Remote site failure is reflected in the Site Recovery Manager Alarm Events and will not automatically trigger a recovery This must be initiated manually Site Recovery Manager raises VMware vCenter events for the following conditions Disk Space Low CPU use exceeded limit Memory low QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Remote Site not responding Remote Site heartbeat failed Recovery Plan Test started ended succeeded failed or cancelled e Virtual Machine Recovery started ended succeeded failed or reports a warning As a starting point during the Site Recovery Manager Evaluation it is recommended that you complete the Action setup for the Site Recovery Manager Alarm Events listed below for the protected and recovery sites You should be able to trigger these events in your environment without impacting your production environment with the goal being that you see first hand how Site Recovery Manager responds and notifies you when subjected to one of the failure events listed below Remote Site Down Remote Site Ping Failed Re
91. very Plan that is going to be run the names of the protected and recovery sites the number of protected virtual machines that will be failed over as well as a connectivity status from the recovery site back to the protected site QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 Figure 54 Confirmation Dialog for Run Recovery Plan Run Recovery Plan NFS_RP OF Ei Carefully review this information and confirmation before running this recovery plan Recovery Plan Information Recovery Plan NFS RP Protected Site Site Recovery For 192 168 92 10 Protected Site Status Connected Recovery Site Site Recovery For 192 168 92 20 Number of Virtual Machines 1 Confirmation Bo not run this recovery plan I understand that this process cannot be undone and that running this recovery plan will permanently alter the virtual machines and infrastructure of both the protected and recovery datacenters Run Recovery Plan Cancel 4 While the failover is being executed the status of each step that makes up the recovery plan can be monitored by going to Recovery Steps tab highlighted in Figure 53 of the Site Recovery Manager UI on the recovery site The Ul informs you what steps are currently Running as well as what steps were completed There are some steps in a recovery plan that will only be executed during a simulated test Test Only identifies these steps und
92. witch between protected site and recovery site sitelyc bc local vSphere Client File Edit View Inventory Administration Plug ins Help gt E Home p gt 4d Solutions and Applications p KS Site Recovedy p g sitetvc vbc local sitezve vbe local E Switch d sitel l b 4 between sitelvc vbc loca Site 1 and Site 2 Site Recovery siteisrmi Protection Groups a Recovery Plans Summary ESES 1 3 Replicated Storage Support iSCSI FC NFS Site Recovery Manager 4 0 expands storage support from iSCSI and Fiber Channel arrays to also include replicated NFS arrays Configuration of NFS arrays works the same way as the configurations of FC and iSCSI storage arrays You can use your replicated NFS datastores in conjunction with Site Recovery Manager 4 0 to provide disaster recovery protection for your virtual environment Refer to http www vmware com pdf srm_compat_matrix_4_0 pdf for a list of Site Recovery Manager compatible storage providers 1 4 Planning for BC DR when using Site Recovery Manager Site planning and preparation at the protected site involves the following Identify which virtual machines will be designated as protected virtual machines sitel vm1 through site1 vm4 in this lab See Figure 1 Identify which virtual machines will be designated as un protected virtual machines Site Recovery Manager servers and vCenter servers See Figure Determine which datastores to hold the protected
93. y3 srm ymware Organization Environment3 Protection Setup Use the steps below to configure protection for this site Connection Connected Array Managers Not Configured Inventory Mappings Not Configured Protection Groups No Groups Created Configure Break Logout Configure Configure Create Recovery Setup Create recovery plans for protection groups on the paired site Recovery Plans No Plans Created Create 4 On the Recovery Plan Information page of the Create Recovery Plan wizard type a name for the plan in the Name field and an optional description then click Next Figure 22 Enter recovery plan information Create Recovery Plan Recovery Plan Information Enter the name and description for this recovery plan Recovery Plan Information Name Response Times Networks Description Suspend Local Ms l Es Protection Groups NFS_RP Recovery Plan for replicated NFS store site1 nfs3 10 On Figure 21 you can see that Array Managers and Inventory Mappings are not configured on the recovery site since they have been configured on the protected site Yet you still need to ensure that the SRAs are installed on the recovery site QJ vmware EVALUATOR S GUIDE VMWARE VCENTER SITE RECOVERY MANAGER 4 0 5 On the Protection Groups page of the Create Recovery Plan wizard select one or more protection groups for the plan

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