Vmware Site Recovery Manager Administration Guide V Center 1.0 Srm 10 Admin

User Manual: vmware vCenter Site Recovery Manager - 1.0 - Administration Guide Free User Guide for VMware vCenter Software, Manual

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Administration Guide

Administration Guide

Site Recovery Manager 1.0 Update 1

VMware, Inc.

3401 Hillview Ave.

Palo Alto, CA 94304

www.vmware.com

2VMware, Inc.

Site Recovery Manager Administration Guide

You can find the most up-to-date technical documentation on the VMware Web site at:

http://www.vmware.com/support/

The VMware Web site also provides the latest product updates.

If you have comments about this documentation, submit your feedback to:

docfeedback@vmware.com

6,496,847, 6,704,925, 6,711,672, 6,725,289, 6,735,601, 6,785,886, 6,789,156, 6,795,966, 6,880,022,

6,944,699, 6,961,806, 6,961,941, 7,069,413, 7,082,598, 7,089,377, 7,111,086, 7,111,145, 7,117,481,

7,149,843, 7,155,558, 7,222,221, 7,260,815, 7,260,820, 7,269,683, 7,275,136, 7,277,998, 7,277,999,

7,278,030, 7,281,102, 7,290,253, 7,356,679, 7,409,487, 7,412,492, 7,412,702, 7,424,710, 7,428,636,

7,433,951, 7,434,002, and 7,447,854; patents pending.

VMware, the VMware “boxes” logo and design, Virtual SMP, and VMotion are registered trademarks or

trademarks of VMware, Inc. in the United States and/or other jurisdictions. All other marks and names

mentioned herein may be trademarks of their respective companies.

Site Recovery Manager Administration Guide

Item: EN-000096-00

VMware, Inc. 3

Contents

AboutThisBook 7

1OverviewofSiteRecoveryManager 9

VMwareInfrastructureSupportsSiteRecoveryManager 9

SiteRecoveryManagerFeatures 10

SiteRecoveryManagerRequirements 11

SiteRecoveryManagerEnvironment 12

Array‐BasedReplication 13

SiteRecoveryManagerProcessOverview 14

InstallSRM 14

SetUptheProtectedandRecoverySites 15

ConfigureVirtualMachines 16

2SystemRequirements 19

PrerequisitesforSRMInstallation 19

SRMHardwareandSoftwareRequirements 20

SRMDatabaseRequirements 21

MicrosoftSQLServerConfiguration 22

OracleServerConfiguration 23

ConfigurationMaximums 23

SRMLicensing 24

ImportLicenseFiles 24

3InstallingorUpdatingSiteRecoveryManager 27

InstallSiteRecoveryManager 28

UpdateSiteRecoveryManager 31

InstalltheSiteRecoveryManagerPlug‐In 31

UpdatingDatabaseCredentials 32

RevertingtoaPreviousRelease 32

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4ManagingSRM 33

UsetheVIClienttoManageSRM 33

ConnectingtheProtectedandRecoverySites 34

Credential‐BasedAuthentication 35

Certificate‐BasedAuthentication 36

SRMUsers,Groups,Permissions,andRoles 37

SRMPermissions 37

SRMDefaultRoles 38

AddRoles 39

AssignVirtualCenterAccessPermissions 39

AddaNewUserGroupandRoletoSRM 40

ChangeAccessPermissions 41

RemoveAccessPermissions 42

AccessSRMLogFiles 42

5ProtectedSiteConfiguration 43

ConfiguringtheProtectedSite 43

RequirementsforVMwareInfrastructureConfiguration 44

ConfigureArrayManagers 44

RepairArrayManagers 46

ConfigureInventoryPreferences 47

CreateaProtectionGroup 48

ConfiguringVirtualMachineProperties 49

ConfigurePropertiesforProtectedVirtualMachines 50

AddMessageandCommandSteps 52

RunBatchFilesorCommands 52

IPAddressMapping 53

BatchIPPropertyCustomization 54

6RecoverySiteConfiguration 59

CreateaRecoveryPlan 60

ManagingRecoveryPlans 61

EditaRecoveryPlan 62

TestaRecoveryPlan 63

Pausing,Resuming,orCancellingaTest 63

RunaRecoveryPlan 64

RemoveaRecoveryPlan 64

VMware, Inc. 5

Contents

ConfigureVirtualMachinesinaRecoveryPlan 65

ViewaRecoveryPlan 66

ViewRecoveryPlanHistory 67

ExportRecoveryHistoryResults 67

WorkwithCustomizationSpecifications 67

7Failback 69

FailbackScenario 69

OtherFailbackConsiderations 74

8AlertingandMonitoring 75

SRMAlarms 75

AboutSRMAlarmTriggers 76

EditSRMAlarmSettings 76

PrepareforAlarmNotificationbyEmail 78

9ProtectedandRecoverySiteChanges 79

ChangestoVirtualCenterServer 79

ChangestoProtectedSites 79

ChangestoRecoverySites 80

APreinstallationChecklist 81

BFailbackChecklist 83

CUsethesrm‐configcommandtorepairanSRMserverconnection 85

DAvoidingReplicationofPagingFilesandOtherTransientData 87

SpecifyaNonreplicatedDatastoreforSwapfiles 87

CreatingaNonreplicatedVirtualDiskforPagingFileStorage 88

Glossary 91

Index 93

Site Recovery Manager Administration Guide

6VMware, Inc.

VMware, Inc. 7

Thismanual,theSiteRecoveryManagerAdministrationGuide,providesinformation

aboutinstallingandconfiguringVMware®SiteRecoveryManager(SRM),adisaster

recoveryplug‐inforVMwareVirtualCenterServer.Theinformationincludesa

conceptualoverviewofconfiguringandmanagingsites,recoveryplanning,testingand

performingfailover,alerts,systemmanagement,andtroubleshooting.

Intended Audience

ThismanualisintendedforanyonewhowantstoinstalloruseSiteRecoveryManager.

TheinformationinthismanualiswrittenforexperiencedWindowsorLinuxsystem

administratorswhoarefamiliarwithvirtualmachinetechnologyanddatacenter

operations.ThismanualalsoassumesfamiliaritywithVMwareVirtualInfrastructure,

includingVMwareESX3.x,theVirtualCenterServer2.5,andtheVIClient.Youshould

alsohaveworkingknowledgeofstoragenetworktechnology,specificallyFibreChannel

oriSCSIstorageareanetworksandhowVirtualInfrastructureinteractswiththem.

VMware Infrastructure Documentation

IfyouarenotalreadyfamiliarwiththeVIClient,consulttheVMwareInfrastructure

documentation,whichconsistsofthecombinedVirtualCenterServerandESXServer

documentationset.Documentationisavailablefrom:

http://www.vmware.com/support/pubs/

About This Book

Site Recovery Manager Administration Guide

8VMware, Inc.

Document Feedback

VMwarewelcomesyoursuggestionsforimprovingourdocumentation.Ifyouhave

comments,sendyourfeedbacktodocfeedback@vmware.com.

Technical Support and Education Resources

Thefollowingsectionsdescribethetechnicalsupportresourcesavailabletoyou.

To accessthecurrentversionofthisbookandotherbooks,goto

http://www.vmware.com/support/pubs.

Online and Telephone Support

Touseonlinesupporttosubmittechnicalsupportrequests,viewyourproductand

contractinformation,andregisteryourproducts,goto

http://www.vmware.com/support.

Customerswithappropriatesupportcontractsshouldusetelephonesupportforthe

fastestresponseonpriority1issues.Goto

http://www.vmware.com/support/phone_support.html.

Support Offerings

TofindouthowVMwaresupportofferingscanhelpmeetyourbusinessneeds,goto

http://www.vmware.com/support/services.

VMware Professional Services

VMwareEducationServicescoursesofferextensivehands‐onlabs,casestudy

examples,andcoursematerialsdesignedtobeusedason‐the‐jobreferencetools.

Coursesareavailableonsite,intheclassroom,andliveonline.Foronsitepilot

programs andimplementationbestpractices,VMwareConsultingServicesprovides

offeringsto helpyouassess,plan,build,andmanageyourvirtualenvironment.

To accessinformationabouteducationclasses,certificationprograms,andconsulting

services,gotohttp://www.vmware.com/services.

VMware, Inc. 9

Adisasterisanyeventthathaltsbusinessactivityonalargescale.Adisasterthataffects

ITresourcescouldmeanbusinessdowntimewhileyourecoverdataandvalidate

systemsforuse.

Thecatastrophiceffectsofadisasteraremitigatedifyouareprepared.WithVMware

SiteRecoveryManager,youcanquicklyrestoreyourorganization’sITinfrastructure,

dramaticallyshorteningthelengthoftimethatyouexperienceabusinessoutage.

ThischapterintroducesSRMandincludesthefollowingtopics:

“VMwareInfrastructureSupportsSiteRecoveryManager”onpage 9

“SiteRecoveryManagerFeatures”onpage 10

“SiteRecoveryManagerRequirements”onpage 11

“SiteRecoveryManagerEnvironment”onpage 12

“SiteRecoveryManagerProcessOverview”onpage 14

VMware Infrastructure Supports Site Recovery Manager

ThefollowingfeaturesofVMwareInfrastructuresupportSRM:

Encapsulation—Virtualmachinesareencapsulatedintoagroupoffilesinshared

storage.

Bootfromsharedstorage—Replicationofthesharedstoragemeansyouhavefully

replicatedhardware‐independentvirtualmachinesreadytopoweronasneeded.

Overview of Site Recovery

Manager 1

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10 VMware, Inc.

VMwareDistributedResourceScheduler(DRS)andresourcepools—VMware

DRSallocatesandbalancescomputingcapacityacrossresourcepoolstomatch

availableITresources.Youdonotneedtodeterminetheplacementofrecovery

virtualmachinesinadvanceofafailover.

Hardwareindependence—Usingvirtualmachines,recoveryfailuresarenearly

zerobecauseanyvirtualmachinecanberebootedfromanypieceofhardware

withouttheneedtofixdrivers.

Instantrepurposing—Withouttheconstraintofsystemreinstallation,hardware

canperformcompletelydifferentwork,perhapsonacompletelydifferent

operatingsystem,inamatterofminutes.

VirtualLocalAreaNetworks(VLANs)—VirtualLANsallowyoutoisolate

networktrafficforvirtualmachines,sotestingcanbenondisruptive.

Changecontrolandauditability—ThechangecontrolfeaturesofVMware

Infrastructurehelpyoumanageyourdisasterrecoverystrategy.Tasktracking

allowsyoutoviewchangestoSRM.

Site Recovery Manager Features

SiteRecoveryManagerisadisasterrecoveryworkflowproductthatautomatessetup,

failover,andtestingofdisasterrecoveryplans.

Preparedresponsereduceserror—SRMhelpsyoureducethepossibilityofhuman

errorifadisasteroccurs,becauseyourrecoverystrategyismappedout,tested,and

rehearsed.

Nondisruptivetests—Recoveryplantestingusingarraysnapshotsandisolated

networktrafficwithanalternateVLANallowsyoutotestwithoutinterrupting

dailyproductionworkflows.

Leveragedstorage—SRMisintegratedwitharraybasedreplicationtoeliminate

configurationerrorsonsetupthatareeasytomakeotherwise,andusuallyhave

dramaticimplications.

Networkreconfigurationofrecoveredvirtualmachines—Eachvirtualmachineis

connectedtothecorrectVLANandreconfiguredwithguestIPsettingsthatare

presetinSRM,whichmeansthatyoudonothavetomanuallyreconfigureeach

virtualmachineatrecoverytime.

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Chapter 1 Overview of Site Recovery Manager

CPUandmemoryqualityofserviceforrecoveredvirtualmachines—Each

virtualmachineisrecoveredinareconfiguredresourcepoolatthedestinationsite

sothatithasthecorrectCPUandmemoryresourcesatrecoverytime.Thisway,

youareensuredthattherecoveredvirtualmachinescandotheworkexpectedof

themwithouthavingtoprespecifyvirtualmachinetohostmappingsforeachof

hundredsofvirtualmachines.

Predictablemanagementofrecoveredvirtualmachines—Virtualmachinesare

organizedintheVirtualCenterhierarchyattheremotesitesothatadministrators

canimmediatelyunderstandthepurposeofeachvirtualmachine.

Instantupdates—Changestoyourrecoveryplanareinstantlyreflectedinthetest

andfailoverworkflows.

Monitoringandalerts—SRMmonitorseventssuchasfailureoftheremotesiteto

respondorthestartandfinishofarecoverytest.Notificationsareprovidedinan

emailmessagetotheSRMsystemadministrator.

Site Recovery Manager Requirements

TouseSRM,thefollowingarerequired:

VirtualCenterServerinstalledattheprotectedsiteandattherecoverysite

Preconfiguredarray‐basedreplicationbetweentheprotectedsiteandthe

recoverysite

NetworkconfigurationthatallowsTCPconnectivitybetweentheSRM

servers,VirtualCenterservers,andVirtualInfrastructureclients

OracleorSQLServerdatabasesontheprotectedsiteandtherecoverysitethat

useODBCforconnectivitywithadedicateddatastoreforSRM

SRMlicenseinstalledintheVirtualCenterlicenseserverattheprotectedsite

andattherecoverysite

Foradescriptionofminimumconfigurationrequirements,see“PrerequisitesforSRM

Installation”onpage 19.

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12 VMware, Inc.

Site Recovery Manager Environment

Figure 1‐1illustratesthekeycomponentsofSRM.

Figure 1-1. Prerequisite Environment for SRM

Thesecomponentsaredescribedasfollows:

VirtualCenterServer—Thecentralpointforconfiguring,provisioning,and

managingvirtualizedITenvironments.

SiteRecoveryManagerServer—AphysicalorvirtualhostonwhichSRMandone

ormorearraymanagersareinstalled.

LicenseServer—Aserverthatstoresandallocateslicenses.

OracleorSQLDatabase—PersistentstorageforSRMobjects.

ESXServers—A virtualization layer run on physical servers that abstracts processor,

memory, storage, and networking resources into multiple virtual machines.

primary site secondary site

replication

adapter

SAN

VMFSVMFS

UI plugin

TCP TCP

ODBC ODBC

array replication

Site

Recovery

Manager

replication

adapter

Site

Recovery

Manager

VMFS

VirtualCenter

Server

VirtualCenter

Server

SAN

VMFS VMFS

ESX

Server

License

Server

License

Server

Oracle

or SQL

VCMS

Oracle

or SQL

VCMS

VI Client

ESX

Server

ESX

Server

ESX

Server

ESX

Server

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Chapter 1 Overview of Site Recovery Manager

SAN—Storageareanetwork(FibreChanneloriSCSIarrays)supporting

array‐basedreplication.

VMwareFileSystem(VMFS)—Aclusteredfilesystemthatisoptimizedfor

storingvirtualmachines.

Array-Based Replication

SRMsupportsarray‐basedreplicationinwhichoneormorestoragearraysatthe

protectedsitereplicatetheirdatatopeerarraysattherecoverysite.Storagereplication

adapters(SRAs)arearray‐specificprogramsthatarrayvendorsprovidetosupportthe

useofarray‐basedreplicationbySRM.SRAsarenotpartofanSRMrelease.Yourarray

vendorprovidesandsupportsSRAs.YoucanalsodownloadthemfromtheVMware

Website.YoumustinstallSRAsspecifictothearraysthatyouwanttousewithSRMon

theSRMserverhost.

LUN Replication and Datastores

EachstoragearraysupportsasetofLUNs(logicalstorageunitscomprisingoneor

morephysicaldevices).AgivenLUNmayormaynotbereplicated.BecauseVirtual

MachineFileSystem(VMFS)datastorescanspanmultipleLUNs,SRMmustensure

thatallLUNsinadatastorearereplicated.

Beforevirtualmachineprotectionisconfigured,SRMpresentsalistofdatastoregroups

andthevirtualmachinestheycontain.Ifthelistofdatastoregroupsisnotwhatyou

expected,correctitbeforeyoucontinue.YoucanuseStorageVMotion(ESX3.5and

higher)tomoveindividualvirtualmachines.IfthewrongsetofLUNsisreplicated,

reconfigurethereplication.

Protection Groups

Aprotectiongroupisagroupofvirtualmachinesthatfailovertogether.Oneprotection

groupmustbecreatedforeachreplicateddatastore.Aftertheprotectiongroupsare

createdattheprotectedsite,they(andtheirvirtualmachines)mustalsobeaddedto

recoveryplansontherecoverysitetocompletetheSRMsetup.

Whennewvirtualmachinesarecreatedonreplicateddatastores,eventsarecreated

(andalarmscanbeassociatedwiththoseevents)thatnotifyyouwhentheyare

triggered.Whenthishappens,gototheprotectiongroup,findtheunconfiguredvirtual

machines,andmodifythesettingsforeachvirtualmachine.

NOTEThisverificationstepisacriticalcheckpointthateliminatesoneofthebiggest

sourcesoferrorindisasterrecoveryplans.

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14 VMware, Inc.

Site Recovery Manager Process Overview

WithSRM,youcansetuparecoverysitethatcontinuouslyreplicatesyourproduction

site.Youdevelopadisasterrecoveryplan,resultinginaprocessthatistestedtomeet

yourrecoveryobjectives.Ifadisasteroccurs,thefailoverprocessenablesyoutobring

resourcesbackintoserviceinorderofpriority.

Install SRM

SRMincludesaservercomponentthatmustbeinstalledateachsiteandaclientplug‐in

thatyoudownloadfromtheserverandinstallinaVIClientthatyouusetomanage

SRMservices.Figure 1‐2illustratesatypicalSRMinstallation.

Figure 1-2. SRM Installation Architecture

EachsitehasaVirtualCenterServerhost,whichisaWindowsmachinethatrunsthe

VirtualCenterservice.TheSRMservershouldbeinstalledonadedicatedserverhostif

possible,butcanbeinstalledontheVirtualCenterServerhostifnecessary.Storage

replicationadaptersareinstalledontheSRMserverhost.TheSRMdatabaseateachsite

holdsinformationaboutvirtualmachineconfigurations,protectiongroups,and

recoveryplans.SRMcannotusetheVirtualCenterdatabasebecauseithasdifferent

databaseschemarequirements.YoucanusetheVirtualCenterdatabaseservertocreate

andsupporttheSRMdatabase.

protected site recovery site

storage

replication

adapter

storage

replication

adapter

block replication

software

block replication

software

SRM server 1 SRM server 2

VirtualCenter

Server 1

VirtualCenter

Server 2

array 1 array 2

SRM 1 DB

VCMS 1 DB

SRM 2 DB

VCMS 2 DB

VMware, Inc. 15

Chapter 1 Overview of Site Recovery Manager

InstallingSRMincludesthefollowingtasks:

1ConfigureSRMdatabasesatbothsites.

2InstalltheSRMserveratbothsites,andconnecteachservertoitscorresponding

database.

3InstallthestoragereplicationadaptersforyourarraysontheSRMserverateach

site.

4InstalltheSRMclientplug‐inintooneormoreVirtualCenterclientsateachsite.

5UsetheSRMclienttoconnecttheprotectedandrecoverysites.

6UsetheSRMclienttoconfigurethearraymanagersateachsite.

Set Up the Protected and Recovery Sites

Afterinstallation,setuptheprotectedandrecoverysites.

Figure 1-3. Relationship of Computing Resources in the Protected Site to the

Recovery Site

protected site recovery site

Datastore Group 1 Protection Group 1 Protection Group 1

Protection Groups

Recovery Plan 1

(whole site)

Recovery Plan 2

(subset)

Protection Groups

Protection Group 2

Protection Group 3

LUN 1

LUN 2

LUN 3

LUN 4

LUN 5

VMFS 1VMFS 3 VMFS 2VMFS 4

apps

Protection Group 1

apps

Datastore Group 2 Protection Group 2

Datastore Group 3 Protection Group 3

apps

Site Recovery Manager Administration Guide

16 VMware, Inc.

Ontheprotectedsite,virtualmachinesareassignedtoprotectiongroups.Aprotection

groupisacollectionofvirtualmachinesthatallusethesamedatastoregroup(thesame

setofreplicatedLUNs)andfailovertogether.

Useprotectiongroupstocontroltheorderinwhichvirtualmachinesarerestoredafter

afailover.Forexample,criticalbusinessapplicationsmightbeassignedtoProtection

Group1,whilelowerpriorityapplicationsareassignedtoProtectionGroup2and

optionalapplicationsareassignedtoProtectionGroup3.Intherecoveryplan,

ProtectionGroup1failsoverfirst,followedbygroup2,andthengroup3.

Ontherecoverysite,createoneormorerecoveryplans.Arecoveryplanisanordered

setofstepsthatcontrolwhathappensduringafailover.Youcandevelopmultiple

recoveryplanstoaddressmultipledisasterscenarios.Settinguptheprotectedand

recoverysitesincludesthefollowingtasks:

1 Understandthedatastoregroupsyouhaveavailable.SRMdeterminestheseusing

informationfromthestoragereplicationadapters.

2 Createinventorymapsfortheprotectedvirtualmachines.

3 Createprotectiongroupsforeachdatastoregroup.

4Configureprotectiongroupsettings,whichprovideconfigurationdefaultsforall

virtualmachinesintheprotectiongroup.

5 Createarecoveryplan,withprompts,scriptcallouts,andnotificationsasneeded.

Configure Virtual Machines

SRMenablesyoutospecifyinventorypreferencesthatcontrolhowvirtualmachine

resourcessuchasfolders,resourcepools,andnetworksattheprotectedsiteare

mappedtosimilarresourcesattherecoverysite.Thisinventorymappingensuresthat

protectedvirtualmachinesareconfiguredproperlytopoweronandconnecttothe

networkattherecoverysite.

VMware, Inc. 17

Chapter 1 Overview of Site Recovery Manager

Figure 1-4. Mapping of Virtual Machines from Protected Site to Recovery Site

Globalpreferencesareappliedtoallvirtualmachinesinaprotectiongroup.Youcan

alsocanapplycustomsettings,suchasnetworkconfigurationinformationto

individualvirtualmachines.

Configuringthevirtualmachinesincludesthefollowingtasks:

1Configureinventorymappings

2Configureprotectiongroups

3Configurevirtualmachinesettings

Folder 1 Folder 2

Source VC Destination VC

Global Inventory Mappings Between Sites

Folder 3 Folder 4

Folder 5 Folder 6

Resource Pool 1 Resource Pool 2

Resource Pool 3 Resource Pool 4

Resource Pool 5 Resource Pool 6

Port Group 1 Port Group 2

Port Group 3 Port Group 4

Port Group 5 Port Group 6

Temporary Files Datastore 1

Global Inventory Mappings Between Sites

Folder Folder 6

Per VM Settings

VM Settings at Recovery Site

Resource Pool Resource Pool 6

Network Port Group 2

Network Settings IP, subnet, gateway, DNS, etc.

Priority High (defaults normal)

Inherited Protection Group Settings

(overrides allowed)

Inherited Inventory Mappings

(overrides allowed)

Temporary Files Datastore 1

Site Recovery Manager Administration Guide

18 VMware, Inc.

VMware, Inc. 19

Thischapterdescribesthehardware,operatingsystem,andlicensingrequirementsfor

VMwareSiteRecoveryManager(SRM).Usetheinformationinthischaptertoensure

thatyourenvironmentmeetstherequirementsforinstallation.

SeetheSiteRecoveryManagerCompatibilityMatrixesforacompletelistofSRM

compatibilityrequirements.

Thischapterincludesthefollowingtopics:

“PrerequisitesforSRMInstallation”onpage 19

“SRMHardwareandSoftwareRequirements”onpage 20

“SRMDatabaseRequirements”onpage 21

“ConfigurationMaximums”onpage 23

“SRMLicensing”onpage 24

Prerequisites for SRM Installation

VMwareInfrastructuremustmeetthefollowingrequirements:

TheVirtualCenterServer2.5Update1orhigherandVIClient2.5installedand

runningattheprotectedandrecoverysites.TheVirtualCenterServerhostshould

haveastaticIPaddressifpossible.

VirtualmachinesresidingonESXhoststhattheVirtualCenterServermanages,in

datastoreshostedonreplicatedarrays.

Noreplicateddatastorecanbeaccessiblefrommorethanonedatacenter.

System Requirements 2

Site Recovery Manager Administration Guide

20 VMware, Inc.

Storagearraysmustmeetthefollowingrequirements:

Array‐basedreplicationandstoragereplicationadaptersinstalledandconfigured

attheprotectedandrecoverysites.

Arraymanagementmightalsorequiretheinstallationofothervendor‐provided

components.Someofthesecomponentsmightneedtobeinstalledonthesame

hostastheSRMserver;othersmightrequireonlynetworkaccessbytheSRMserver.

SRMmightoccasionallyneedtorescanstoragearrays.Youcanimprovearray

rescantimesbychangingdefaultvalueoftheScsi.RescanAllHbas onESXhosts.

IfrescantimesonESXhostsarelongerthan10minutes,youmaywanttosetthe

valueofthisoptionto1.

MaskingandzoningisconfiguredforreplicatedLUNstoremoteESXhostsfor

failover.VMwarerecommendsthatyouconfigurestoragetocreateclonesor

snapshotsofthereplicatedLUNs.Snapshotsorclonesmustbemaskedtothe

recoveryESXhosts.

UnlesstheSRMserverandVirtualCenterserverareinstalledonthesamehost,you

mustaddthefollowingportstotheWindowsFirewallexceptionlisttoenable

interprocesscommunicationbetweenSRMandVirtualCenter:

SRMCommunicationsSOAPport(default8095)

SRMClientDownloadHTTPport(default8096)

SRMExternalAPISOAPport(default9007)

SRM Hardware and Software Requirements

TheSRMhardwaremustmeetthefollowingrequirements:

Processor–2.0GHzorhigherIntelorAMDx86processor.

Memory–2GBminimum.

DiskStorage–2GBminimum.

Networking‐Gigabitrecommended.

VMwareSRMrunsonthefollowingMicrosoftWindowsoperatingsystems:

WindowsXPProfessionalwithSP2

Windows2003ServerR2

Windows2003ServerSP1(allreleasesexcept64‐bit)

Windows2000ServerSP4withUpdateRollup1

VMware, Inc. 21

Chapter 2 System Requirements

TheSRMplug‐inisinstalledintheVIClient.TheSRMplug‐inisdesignedtorunon

MicrosoftWindowsoperatingsystemsandisdesignedforthe32‐bitversionsofthe

followingoperatingsystems:

Windows2000ProfessionalwithSP4UpdateRollup1(MSIinstaller

version 3.1.4000.2435orlater)

WindowsXPProfessional32‐bitwithSP2(MSIinstallerversion3.1.4000.2435or

later)

Windows2003withSP1(allreleasesexcept64‐bit)

Windows2003ServerR2

WindowsVistaBusiness

WindowsVistaEnterprise

TheVIClientrequirestheMicrosoft .NET2.0Framework.Ifyoursystemdoesnot

haveitinstalled,theVIClientinstallerinstallsit.

SRM Database Requirements

TheSRMdatabaseateachsiteholdsinformationaboutvirtualmachineconfigurations,

protectiongroups,andrecoveryplans.SRMcannotusetheVirtualCenterdatabase

becauseithasdifferentdatabaseschemarequirements.YoucanusetheVirtualCenter

databaseservertocreateandsupporttheSRMdatabase.

EachsiterequiresitsowninstanceoftheSRMdatabase.Thedatabasemustexistbefore

SRMcanbeinstalled.YoumustnotreinitializethedatabaseafterSRMinstallationis

complete.DoingsowillcauseSRMtofail.IfyoumustreinitializetheSRMdatabase,

reinstallSRM,specifyinganewdatabaseconnection,afterthereinitializationis

complete.

Eachdatabaserequiresadditionalconfigurationafterthebasicinstallation.See

“MicrosoftSQLServerConfiguration”onpage 22and“OracleServerConfiguration”

onpage 23.

NOTETheSRMserverhostshouldhaveastaticIPaddressifpossible.

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22 VMware, Inc.

Table 2‐1liststhedatabasesthatSRMsupports.

Microsoft SQL Server Configuration

MicrosoftSQLServerhasthefollowingconfigurationrequirementswhenusedwith

SRM:

Theschemanamemustbethesameastheusername.Youmusthaveadefault

schemaassociatedwithyouruseraccount.

Youmusthavebulkinsertadministratorprivileges.

IfyouareusingWindowsauthentication,theSRMserveranddatabaseserver

mustrunonthesamehost.

IfSQLServerisinstalledlocally,youmightneedtodisabletheSharedMemory

networksettingonthedatabaseserver.

TheSRMdatabaseusermustbegrantedthefollowingpermissions:connect,create

table,createview.

Table 2-1. SRM Supported Databases

Database Type Service Pack, Patch, and Driver Requirements

MicrosoftSQLServer2005Enterprise

(64‐bitversionwithSP2isalsosupported)

SP1orSP2

ForWindows2000andWindowsXP,apply

MDAC2.8SP1totheclient.

UseSQLnativeclientdriverfortheclient.

MicrosoftSQLServer2005Standard UseSQLnativeclientdriverfortheclient.

MicrosoftSQLServer2005Express UseSQLnativeclientdriverfortheclient.

MicrosoftSQLServer2000Enterprise SP4

MicrosoftSQLServer2000Standard SP4

Oracle9irelease2Standard

Oracle9irelease2Enterprise

Applypatch9.2.0.8.0totheserverandclient.

Driverversion10.02.x.x

Oracle10gEnterpriseRelease1Driverversion10.02.x.x

Oracle10gEnterpriseRelease2

(64‐bitversionisalsosupported)

Firstapplypatch10.2.0.3.0totheclientandserver.

Thenapplypatch5699495totheclient.

Driverversion10.02.x.x

VMware, Inc. 23

Chapter 2 System Requirements

Oracle Server Configuration

OracleServerhasthefollowingconfigurationrequirementswhenusedwithSRM:

IfyouareusinganOracle9iserver,theSRMBulkInsertfeaturemustbedisabled.

Editthevmware-dr.xmlconfigurationfileandchangetheEnableBulkInsert

settingtofalse.Thedefaultlocationofthisfileis:C:\Program

Files\VMware\VMware Site Recovery Manager\config\.Afteryouchange

theconfigurationfile,restarttheVMwareSiteRecoveryManagerServiceservice

foreachSRMserverthatisusingthisdatabase.

Usedriverversion10.02.x.xforallsupporteddatabaseversions.

TheSRMdatabaseusermustbegrantedthefollowingpermissions:connect,

resource,createsession,createview.

Configuration Maximums

Whenyouareselectingandconfiguringyourvirtualandphysicalequipment,you

mustnotexceedcertainlimitsimposedbySRM.Table 2‐2liststhelimitsforprotected

virtualmachines,protectiongroups,andreplicatedLUNssupportedbyasingleSRM

server.SRMpreventsyoufromexceedingthelimitsonprotectedvirtualmachinesand

protectiongroupswhenyoucreateanewprotectiongroup.Ifaconfigurationcreated

inanearlierversionofSRMexceedstheselimits,SRMdisplaysawarning,butallows

theconfigurationtooperate.Reconfiguresuchconfigurationstobringthemwithin

supportedlimitsassoonaspossible.



LimitsonreplicatedLUNsandrunningrecoveryplansareadvisory,butnotenforced.

Table 2-2. SRM Configuration Maximums

Item Maximum

Protectedvirtualmachines 500

Protectiongroups 150

ReplicatedLUNs 150

Runningrecoveryplans 3

Site Recovery Manager Administration Guide

24 VMware, Inc.

SRM Licensing

SRMrequirestwotypesoflicensekeys:

Aprotection‐enablementlicensekey(SRM_PROTECTED_HOST)thatspecifies

thenumberofESXCPUsthatcanrunprotectedvirtualmachinesatasite.Install

thiskeyattheprotectedsitetoenablefailover.Installitattherecoveryand

protectedsitestoenablebidirectionaloperation(failback).

Asiteenablementlicensekey(PROD_SRM)thatmustbeinstalledattheprotected

siteandtherecoverysite.Thesekeysaresuppliedwhenyoupurchaseyour

protection‐enablementkeys.

Toobtainyourlicensekeys,gototheSiteRecoveryManagerProductInformationpage

attheVMwareWebsite.

SRMlicensingchecksforavalidlicensewhenthehostlicenseisfirstinstalledandeach

timetheSRMhostdprogramrestarts.Licensesacquiredfromalicenseserverare

checkedeveryfiveminutes.Iflicensesarenotincompliance,VirtualCentertriggersa

licensingalarm.VMwarerecommendsthatyouconfigurealertsfortriggeredlicensing

eventssothatlicensingadministratorsarenotifiedbyemail.See“A l e r t i n g and

Monitoring”onpage 75formoreinformation.

Import License Files

WhentheVMwarelicenseserverisinstalled,youcanimportSRMlicensefilesintoyour

licenseserver.Youmustinstalltheper‐sitelicenseattheprotectedandrecoverysites.

Youmustinstalltheprotection‐enablementlicenseattherecoverysitetoenablefailover,

andattherecoveryandprotectedsitestoenablebidirectionaloperation(failback).

FormoreinformationabouttheVMwarelicenseserver,seetheESXServer3Installation

Guide.

To enable an SRM license

1Logintothecomputerthatrunsthelicenseserverapplication.

Theprotectedandrecoverysitesshouldeachhavetheirownlicenseservers.

2CopytheSRMlicensefilethatincludesthePROD_SRMkeytoC:\Program

Files\Vmware\VMware License Server\Licenses\.

Licensefilesmusthavea.licextension.

3Ifthisisasitewhereyouwanttoenableprotectedvirtualmachinestorun,copy

theSRMlicensefilethatincludestheSRM_PROTECTED_HOSTkeyto

C:\Program Files\Vmware\VMware License Server\Licenses\.

VMware, Inc. 25

Chapter 2 System Requirements

4 LaunchVMwareLicenseServerToolsbychoosingStart>Programs>VMware>

VMwareLicenseServer>VMwareLicenseServerTools.

5ClicktheStart/Stop/Rereadtab.

6ClickReReadLicenseFiletoloadthenewlicensefiles.

7RestarttheSRMserver.

Site Recovery Manager Administration Guide

26 VMware, Inc.

VMware, Inc. 27

YoumustinstallanSRMserverattheprotectedsiteandalsoattherecoverysite.After

theSRMservershavebeeninstalled,youcandownloadtheclientplug‐infromeither

servertoanyVIClientandusethatclienttoconfigureandmanageSRMateithersite.

SRMrequiresthesupportofaVirtualCenterserverateachsite.TheSRMinstallermust

beabletoconnectwiththisserverduringinstallation.IfyoucannotinstallSRMona

dedicatedserverhost,youcaninstallitonthesamehostwheretheVirtualCenter

Serverisinstalled.

InstallingSRMincludesthefollowingtasks:

1InstallSRMontheprotectedsite.

2InstallSRMattherecoverysite.

3UsingaVIClient,connecttoaVirtualCenterServerattheprotectedorrecovery

siteanddownloadtheSRMplugin.

UpdatingSRMincludesthefollowingtasks:

1 BackuptheSRMdatabaseattheprotectedandrecoverysites.

2 UpdateSRMontheprotectedsite.

3 UpdateSRMattherecoverysite.

4UsingaVIClientonwhichtheSRMplug‐inisnotinstalled,connecttoa

VirtualCenterServerattheprotectedorrecoverysiteanddownloadanewSRM

plug‐in.

Installing or Updating Site

Recovery Manager 3

Site Recovery Manager Administration Guide

28 VMware, Inc.

Thischapterincludesthefollowingtopics:

“InstallSiteRecoveryManager”onpage 28

“UpdateSiteRecoveryManager”onpage 31

Install Site Recovery Manager

BeforeinstallingSRM,ensurethatyoucompletedalltherequirementslistedin

Chapter 2,“SystemRequirements,”onpage 19.Inparticular,youneedthefollowing

informationforeachsite:

ThehostnameorIPaddressofarunningVirtualCenterServer—SRMand

VirtualCentercanresideonthesamehostorondifferenthosts.DuringSRM

installation,youmustsupplytheVirtualCenterhostnameorIPaddress.

TheusernameandpasswordoftheVirtualCenteradministrator—DuringSRM

installation,youmustsupplyavalidusernameandpasswordforthe

VirtualCenteradministrator.

AusernameandpasswordfortheSRMdatabase—Formoreinformation,see

“SRMDatabaseRequirements”onpage 21.

To install SRM

1LogintotheserverhostonwhichtoinstallSRM.

ToinstallSRM,youmustloginasamemberofthehost’sAdministratorsgroup.

2 DownloadtheSRMinstallationfiletoafolderonthehost,oropenafolderonthe

networkthatcontainsthisfile.

3Double‐clicktheSRMinstallericontobegininstallation.

TheinstallerexaminesthesetofinstalledVMwaresoftwareonthehost.Ifitdetects

anexistinginstallationofSRM,itpromptsyoutoverifythatyouwanttoupdate

theexistinginstallation.FormoreinformationaboutupdatingSRM,see“To

updateSRM”onpage 31.

4ClickNextontheWelcometotheinstallationwizardscreen.

5OntheLicenseAgreementpage,clickIacceptthetermsinthelicenseagreement

andthenclickNext.

NOTEDuringinstallation,SRMstoresthehostnamesoftheSRMserverand

VirtualCenterserverhosts.Ifyouhavetochangeeitherofthesehostnames,youmust

re‐installSRM.

VMware, Inc. 29

Chapter 3 Installing or Updating Site Recovery Manager

6AttheDestinationFolderscreen,choosethefolderinwhichyouwanttoinstall

SRMandclickNext.

Thepathnametotheinstallationfoldercannotbelongerthan240characters,and

cannotincludeanynon‐ASCIIcharacters.

7EnterthefollowinginformationabouttheVirtualCenterserveratthesitewhere

youareinstallingSRM:

VirtualCenterAddress‐EnterthehostnameorIPaddressofthe

VirtualCenterServer.

TheVirtualCenterServerandtheSRMservermustbeinthesamedomain.

Enterthehostnameinlowercase.Afterinstallationiscompleteandyouare

configuringtheconnectionbetweentheprotectedandrecoverysites,you

mustsupplythishostnameorIPaddressexactlyasyouenterithere.

VirtualCenterPort‐Acceptthedefaultorenteranotherport.

VirtualCenterUsername‐ EnterauserIDthathasadministratorprivilegeson

thespecifiedVirtualCenterServer.

VirtualCenterPassword‐EnterthepasswordforthespecifieduserID.

ClickNext.TheinstallercontactsthespecifiedVirtualCenterserverandvalidates

theinformationyousupplied.

8 Selectasourceforthecertificateusedtoauthenticateserverconnections:

TohaveSRMcreateandinstallacertificate,selectAutomaticallygenerate

certificateandclickNext.

Entertextvaluesforyourorganizationandorganizationunit,typicallyyour

companynameandthenameofyourgroupwithinthecompany.The

maximumlengthofthecombinedvaluescannotexceed80characters.

TouseanexistingPKCS#12certificatefile,selectUseaPKCS#12certificate

fileandclickNext.

Enterthepathtothecertificatefile.Thecertificatefilemustfilecontainexactly

onecertificatewithexactlyoneprivatekeymatchingthecertificate.

Enterthecertificatepasswordifnecessary.

9Enterthefollowingadditionalinformation:

LocalSiteName—AuniquenameforthisinstallationofSRM.Each

installationofSRMatasitemusthaveauniqueidentifier.

Administratore‐mail—Thee‐mailaddressofthepersonorgroupwho

monitorsSRMandrespondstoalertsornotifications.

Site Recovery Manager Administration Guide

30 VMware, Inc.

Additionalemail(optional)—Thee‐mailaddressofanadditionalpersonor

groupwhoshouldreceiveanyalertsornotifications.

LocalHost—ThenameorIPaddressofthelocalhost.Thisvalueisobtained

bytheSRMinstallerandneedonlybechangedifitisincorrect(forexample,

ifthelocalhosthasmorethanonenetworkinterfaceandtheonedetectedby

theSRMinstallerisnottheoneyouwanttouse).

ListenerPorts—TheSOAPandHTTPportnumbersfornetworktraffic.SOAP

isusedtoreceiverequestsfromSRM;HTTPisusedfordownloadingtheSRM

plug‐in.Defaultvaluesaresupplied.

APIListenerPorts—TheSOAPandHTTPportnumbersfornetworktraffic

fromtheSRMAPI.Defaultvaluesareautomaticallysupplied.Formore

information,seetheSiteRecoveryManagerAPIdocumentation.

Defaultportvaluesworkwithoutmodificationaslongasthoseportsarenotbeing

usedbyotherapplicationsinthesystemwhereSRMisbeinginstalled.Youcan

modifythesevaluesifotherservicesarealreadyusingtheports,orifyournetwork

administratorpreferstoassignspecificportsforSRMtouse.

10 EnterthefollowingdatabaseconfigurationinformationandclickNext:

DatabaseClient—Clickthearrowontherightofthefieldandselectthe

databaseclientforyoursite.

DataSourceName—TheDSNyouwanttouseforthisinstallationofSRM.

ClickODBCDSNSetuptoviewexistingDSNsorcreateanewone.

Username—AuserIDvalidforthespecifieddatabase.

Password—ThepasswordforthespecifieduserID.

ConnectionCount—Theinitialconnectionpoolsize.Connectionsinthispool

arecreatedbytheSRMinstaller.Iftheseconnectionsareallinuseandanew

oneisneeded,itiscreatedifdoingsowouldnotcausethenumberof

connectionsspecifiedbyMaxConnectionstobeexceeded.ItisfasterforSRM

touseaconnectionfromthepoolthantocreateanewone.

MaxConnections—Themaximumnumberofconnectionstoopentothe

databaseatonetime.Ifyourdatabaseadministratorhasrestrictedthenumber

ofconnectionsthatthedatabasecanhaveopen,thevalueyousupplyhere

mustnotexceedthatnumber.

11 ClickInstall.

12 Whenthewizardcompletes,clickFinish.

VMware, Inc. 31

Chapter 3 Installing or Updating Site Recovery Manager

Update Site Recovery Manager

WhenyouupdateSiteRecoveryManager,informationaboutVirtualCenterserver

connections,certificates,anddatabaseconfigurationisreadfromtheexisting

installationandreusedbythenewinstallation.

To update SRM

1LogintotheSRMserverhost.

ToinstallSRM,youmustloginasamemberofthehost’sAdministratorsgroup

2 DownloadtheSRMinstallationfiletoafolderonthehost,oropenafolderonthe

networkthatcontainsthisfile.

3Double‐clicktheSRMinstallationfileicontobegintheupdate.

TheinstallerexaminesthesetofinstalledVMwaresoftwareonthehost.Ifitdetects

anexistinginstallationofSRM,itpromptsyoutoverifythatyouwanttoupdate

theexistinginstallation.

ClickYestocontinuewiththeupdate.

4ClickNextontheWelcometotheupdatewizardpage.Thewizardpromptsyou

toverifythatyouhavebackeduptheSRMdatabase.

ClickNotopausetheinstallationwhileyoubackupthedatabase.

ClickYesifyouhavebackedupthedatabaseandwanttoproceedwiththe

installation.Theinstallerreadsconfigurationdatafromtheexisting

installationandusesittocompletetheupdate.

5Whenthewizardcompletes,clickFinish.

YoumightbepromptedtoshutdownandrestartWindows.

Install the Site Recovery Manager Plug-In

AfteryouhaveinstalledorupdatedSRM,useaVIClienttoconnecttothe

VirtualCenterServerattheprotectedorrecoverysite,thendownloadtheplug‐infrom

theserverandenableitintheVIClient.

NOTEBeforeyoubegintheupdate,backupyourcurrentSRMdatabase.Theupdate

wizardrequiresyoutoverifythatthedatabaseisbackedup,andpausesuntilyou

confirmthatitis.

Site Recovery Manager Administration Guide

32 VMware, Inc.

To download and install the SRM plug-in

1StartaVIClientandconnecttoaVirtualCenterServerattheprotectedor

recovery site.

2OntheVIClientmenubar,selectPlugins>ManagePlugins.

3OntheAvailabletab,locatetheVMwareVirtualCenterSiteRecoveryplug‐in

andclickDownloadandinstall.

4Whenthedownloadcompletes,theplug‐ininstallationwizardappears.Click

Nexttostartthewizard.

5ClickIacceptthetermsinthelicenseagreement,andclickNext.

6ClickInstall.

7ClickFinish.

YoumightbepromptedtoshutdownandrestartWindows.

8ClicktheInstalledtab.

9ChecktheEnabledcheckboxfortheSiteRecoveryplug‐in.

TheSiteRecoveryiconappearsonthetoolbar.

Updating Database Credentials

Duringinstallation,SRMencryptsandstoresthedatabasecredentialsthatyouspecify.

Ifanyofthesecredentialschange(forexample,ifthedatabaseusernameorpassword

changes),youmustchangethestoredcredentialsbyrunningtheinstallcreds.exe

utilityfoundintheinstallationdirectory.

Reverting to a Previous Release

YoumustuninstallbothSRManditsdatabasewhenrevertingtoapreviousrelease.

To revert to a previous release

1UninstallSRMattheprotectedandrecoverysites.

Wheresiteshavebeenpaired,SRMatbothsitesmustbeuninstalled.IfyouSRM

uninstallSRMfromonememberofapairofhosts,thedatabaseontheremaining

memberbecomesinconsistent.

2UninstalltheSRMplug‐infromaffectedVirtualCenterclients

3Restorethedatabaseusedbythepreviousrelease,followingtheprocedures

documentedbyyourdatabasevendor.

VMware, Inc. 33

ThischapterdescribestheVMwareInfrastructureClientandprovidesinformation

abouthowtousetheapplicationtomanageSRMandoperationssuchassitepairing,

managingusers,andaccessinglogfiles.

Thischapterincludesthefollowingtopics:

“UsetheVIClienttoManageSRM”onpage 33

“ConnectingtheProtectedandRecoverySites”onpage 34

“Credential‐BasedAuthentication”onpage 35

“Certificate‐BasedAuthentication”onpage 36

“SRMUsers,Groups,Permissions,andRoles”onpage 37

“A c c e s s SRMLogFiles”onpage 42

Use the VI Client to Manage SRM

TheVIClientistheinterfacetoVirtualCenterServer.Whenyoulogin,onlythose

featuresandfunctionssupportedbythetypeofserveryouloggedontoappear.

After youinstalltheSRMplug‐in,theVIClientdisplayssiterecoveryoptions.

To log in to SRM from a VI Client session

1UsingtheVIClient,logintotheprotectedsiteorrecoverysiteVirtualCenter

Server.

2ClicktheSiteRecoveryicononthetoolbar.

Managing SRM 4

Site Recovery Manager Administration Guide

34 VMware, Inc.

SiteRecoverycomponentsintheVIClientinclude:

Inventory–Locatedontheleft,displaystheinventoryobjectsavailableforSRM,

includingprotectiongroupsandrecoveryplans.

Summarytab–Displaystherelevantinformationfortheprotectedsiteandthe

recoverysite.

Setuppane–Displaystheoptionsusedtoconfiguresitefailover.

Alarmstab–ListstheconfiguredalarmsforSRM.

Permissionstab–Liststheusersandgroupsthathavepermissionsontheselected

objectandatwhatlevelthepermissionwasassigned.

Connecting the Protected and Recovery Sites

WhenyoustartusingSRM,establishasecureconnectionbetweentheprotectedsite

andtherecoverysite.UsetheVIClienttopairandmanagebothsites.Becausethe

VI ClientcanconnecttoonlyoneVirtualCenterServeratatime,launchoneVIClient

tomanageeachsite.Beforeyouconnecttotherecoverysite,youneedthefollowing:

TherecoverysiteVirtualCenterServernameorIPaddressandportnumber.

TheroleofProtectionSRMAdministratorontherecoverysiteifusing

credential‐basedauthentication.

Theadministratorloginfortheremoteserver.

ConnectionsbetweenSRMandeitherVirtualCenteroranotherinstanceofSRMmust

beauthenticated.Youcanuseadministrativecredentialsortrustedcertificatesto

authenticateconnections,butyoucannotmixauthenticationmethods.The

authenticationmethodyouchoosemustbeusedtosecuretheconnectionbetweenthe

VirtualCenterServerandSRMateachsite,andalsobetweentheSRMserversatthe

protectedandrecoverysites.Ifyouusetrustedcertificates,bothsitesmustusethesame

subjectname(composedfromtheorganizationandorganizationunitinformationyou

supplyduringinstallation)inthecertificate.

Credentialbased—Usesausernameandpassword.Theaccountmustbean

administratoraccount.TheprivilegesontheVirtualCenterServerspecifythese

credentials.SavethecredentialsyouspecifytocommunicatetotheVirtualCenter

Server.

Certificatebased—Specifyacertificatethatwassignedbyatrustedcertificate

authority.Thecertificateismostcommonlysignedbyatrustedcertificate

authorityandinstalledintheVirtualCenterServerandSRMontheprotectedand

recoverysites.Thisconfigurationisthemostsecureconnection.

VMware, Inc. 35

Chapter 4 Managing SRM

Credential-Based Authentication

Byspecifyingauto‐generatedcertificatesatinstallation,youareimplicitlyspecifying

credential‐basedauthentication.Inthiscase,theSRMserversavesthecredentials

specifiedduringinstallationtoauthenticateallsubsequentcommunicationwiththe

localVirtualCenterServer.WhenthisinstanceofSRMispairedtoaremoteSRMserver,

thecredentialsspecifiedaspartofthepairingprocessaresavedtoauthenticateall

subsequentcommunicationwiththeremoteSRMserver.

AllcommunicationwithSRMisprotectedusingSSLencryption,includingthetransfer

ofauthenticationcredentialstoVirtualCenterandSRMservers.

Pairing Sites with Credential-Based Authentication

Connectingprotectedandrecoverysitesusingauto‐generatedcertificatesisthedefault

setupforconnectingprotectedandrecoverysites.

To connect to protected and recovery sites

1UsingtheVIClient,logintotheprotectedsiteVirtualCenterServer.

2ClicktheSiteRecoveryicononthetoolbar.

3IntheProtectionSetuppane,clickConfigure.

4EntertheIPaddressorhostnameandportnumberfortheremoteVirtualCenter

ServerandclickNext.

5Accepttheremotesitecertificate.

ThiscertificatepromptappearswhentheSRMserverdoesnottrustthecertificate

fortheremoteVirtualCenterServer.

6Entertheadministrator’susernameandpassword.

7Accepttheremotesitecertificate.

ThiscertificatepromptappearswhentheSRMserverdoesnottrustthecertificate

fortheremoteSRMserver.

8VerifythateachstephasacheckmarkandclickFinish.

9Entertheadministrator’susernameandpasswordfortheremoteVirtualCenter

Server.

10 Accepttheremotesitecertificate.

CAUTIONWhenyouenterthehostnamefortheVirtualCenterServer,use

lowercase.TheVirtualCenterhostnamemustbeenteredexactlythesameway

(fullyqualifiedornot)duringpairingasitwasduringinstallation.

Site Recovery Manager Administration Guide

36 VMware, Inc.

11 UsingtheVIClient,logintotherecoverysiteVirtualCenterServer.

12 ClicktheSiteRecoveryicononthetoolbar.

ThissubmitstherequiredcredentialstologintotheremoteVirtualCenterServer.

13 Accepttheremotesitecertificate.

TheProtectedSiteandRecoverySitepanesdisplaytheconnectioninformationaftera

successfulpairing.

Certificate-Based Authentication

Certificate‐basedauthenticationrequirestheuseofcertificatessignedbyacommon

trustedcertificateauthorityonallserversinvolvedinyourSRMinstallation.This

includesbothVirtualCenterandSRMservers.Suchacertificatemaybereferredtoasa

“trustedcertificate.”

Byspecifyingatrustedcertificateatinstallation,youareimplicitlychoosingtouse

certificate‐basedauthentication.Inthiscase,theSRMserverusesthecertificate

specifiedduringinstallationtoauthenticateallsubsequentcommunicationwiththe

localVirtualCenterServer.TheSRMserverdoesnotsavecredentialsspecifiedduring

theinitialinstallation.

Pairing Sites Using Certificate-Based Authentication

VMwarerecommendsthatyouusecertificate‐basedauthentication.

To connect to protected and recovery sites

1UsingtheVIClient,logintotheprotected‐siteVirtualCenterServer.

2ClicktheSiteRecoveryicononthetoolbar.

3IntheSetuppane,clickConfigure.

4EntertheIPaddressorhostnameandportnumberfortheremoteVirtualCenter

ServerandclickNext.

5VerifythateachstephasacheckmarkandclickClose.

6Fromtheprotectedsite,entertheremotecredentialsintheRemoteVirtualCenter

Serverdialogbox.

7UsingtheVIClient,logintotherecovery‐siteVirtualCenterServer.

8ClicktheSiteRecoveryicononthetoolbarandsubmittherequiredcredentialsto

completethepairing.

Theconnectioninformationappearsafterasuccessfulpairing.

VMware, Inc. 37

Chapter 4 Managing SRM

SRM Users, Groups, Permissions, and Roles

SRMusesthesameauthorizationmodelasVirtualCenterServer.Thesetofpermissions

appliedtoorinheritedbyanobjectdeterminetheoperationsthatareallowedonthe

objectandthelistofrolesthatcanperformthoseoperations.Managedobjectsinthe

SRMinventorycanhavespecificpermissionsapplied.Therearetwowaystocontrol

permissiontoexecuteSRMoperations:

Addingusers–Assignuserstothepredefinedroles.

Addingroles–Createarole,addtheadministrators,andthenaddtheright

permissionstotherole.

Tomanagepermissionsandroles,youmustlogintotheVirtualCenterServerwiththe

administratoraccount.

ThePermissionstabliststheusersandgroupsthathavepermissionsontheselected

objectandatwhatlevelthepermissionwasassigned.

YoumustbeinAdministrationviewfortheRolesmenuitemtobeenabled.

The Permissionstabdisplaysthefollowing:

User/Group—TheuserorgroupthatexistsinSRM.

Role—Setofprivilegesassignedtoanexistinguserorgroup.

Definedin—Theobjectinwhichtheuser,group,androleisdefined.

SRM Permissions

Toobtainthefullabilityofanadministratoroftheprotectedsiteandtherecoverysite,

definethefollowingpermissions:

Protectedsite:

Read‐onlyattheVirtualCenterroot(donotpropagate).

Read‐onlytoDatacenterinventoryobject(donotpropagate).

ProtectionVirtualMachineAdministratorroleattheVirtualMachinelevel

(propagate).

NOTEToconfigureSRM,ausermusthavebothVirtualCenterandSRMpermissions.

SRMrolessuchasSRMProtectionAdministratorandSRMRecoveryAdministratordo

nothavespecificprivilegesforVirtualCenterandthereforedonothaveadequate

permissionstoperformallSRMoperations.Theconverseisalsotrue.VirtualCenter

rolesdonotprovideanySRMprivileges.EnsurethatSRMusershaveVirtualCenter

andSRMspecificrolesasappropriate.

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38 VMware, Inc.

ProtectionSRMAdministratorroleattheSRMSiteRecoveryrootlevel(donot

propagate).

ProtectionGroupsAdministratorroleattheSRMProtectionGroupslevel

(propagate).

Recoverysite:

RecoveryInventoryAdministratorroleattheVirtualCenterrootlevel(donot

propagate).

RecoveryDatacenterAdministratorroleattheVirtualCenterdatacenterlevel

(do notpropagate).

RecoveryHostAdministratorroleattheVirtualCenterhostlevel(donot

propagate).

RecoveryVirtualMachineAdministratorattheVirtualCenterresourcepooland

VirtualCenterfolderlevels(propagate).

RecoverySRMAdministratorattheSRMrootlevel(donotpropagate).

RecoveryPlansAdministratorattheSRMRecoveryPlanslevel(propagate).

SRM Default Roles

ThefollowingSRM‐specificrolesaredefinedontheVirtualCenterServerduringSRM

installation:

ProtectionGroupsAdministrator—Setupandmodifyprotectiongroups.

ProtectionSRMAdministrator—Pairtheprotectedandrecoverysites,and

configureinventorymappings.

ProtectionVirtualMachineAdministrator—Setupandmodifytheprotection

characteristicsofaprotectedvirtualmachine.

RecoveryDatacenterAdministrator—Viewavailabledatastoresandperform

recoveryvirtualmachinecustomization.

RecoveryHostAdministrator—Configurevirtualmachinecomponentsduring

recovery.

RecoveryInventoryAdministrator—Viewcustomizationspecificationsforthe

recoverysite.

RecoveryPlansAdministrator—Reconfigureprotectionandrecoveryvirtual

machines.Alsograntstheabilitytosetupandrunrecovery.

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Chapter 4 Managing SRM

RecoverySRMAdministrator—ConfigureSANarraysandcreateprotection

profiles.

RecoveryVirtualMachineAdministrator—Createrecoveryvirtualmachinesand

addthemtotheresourcepool.Alsograntstheusertheabilitytoreconfigureand

customizetherecoveryvirtualmachineswhenarecoveryplanisrun.

TheVirtualCenterServerdefinesaRead‐Onlysystemrolethatcanbeusedtogrant

userstheabilitytoviewSRMproperties.Inaddition,theAdministratorrolecanbe

usedtograntuserscompletecontroloverboththeprotectionandrecovery

components.

Tosetuptheinventorymappings,aprotectedsiteusermustbeassignedthefollowing

roles:

“ProtectionSRMAdministrator”roleontheSRMrootobject.

“Read‐Only”roleontheVirtualCenterobjectbeingmappedonboththeprimary

andtherecoverysites.

Add Roles

Someofthedefaultroles(suchasAdministrator)arepreconfiguredandcannotbe

changed.Ifyouhavesituationsthatrequireadifferentcombinationofaccessprivileges

thantheonessetup,createanadditionalroleormodifytheprovidedsamplerolesto

suityourneeds.

To add a role

1LogintotheVIClientasauserwithAdministratorprivileges.

2FromtheVIClient,clicktheAdministrationbuttoninthenavigationbar.

3ClicktheRolestab.

4ClickAddRole.

5Typeanameforthenewrole.

6 Selecttheprivilegesforthenewroletohave(forexample,SiteRecovery)andclick

OK.Clicktheplus(+)signstoexpandthelists,asneeded.

Assign VirtualCenter Access Permissions

Assigntonewusersandgroupstherolesandpermissionstotherelevantinventory

objects.

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40 VMware, Inc.

To assign a permission to a user or group

1LogintotheVIClientasauserwithadministratorprivileges.

2FromtheVIClient,clicktheInventorybuttoninthenavigationbar.

3ClickthePermissionstab.

4Right‐clickthePermissionstabandchooseAddPermission.

5ClickAdd.

6Identifytheuserorgroupthatisbeingassignedthisrole:

aFromtheDomaindrop‐downmenu,choosethedomainwheretheuseror

groupislocated.

bTypeanameintheSearchboxorselectanamefromtheNamelist.

Ifyouknowtheuserorgroupname,youcantypeitintheNamefield.

cClickAddtoaddthenametotheUsersorGroupslist.

dRepeatStep athroughStep ctoaddadditionalusersorgroupsandclickOK

whenfinished.

7Toapplythisroletoallchildobjectsoftheselectedinventoryobject,select

PropagatetoChildObjects.

8Verifythattheusersandgroupsareassignedtotheappropriatepermissionsand

clickOK.

9ClickOK.

Theserveraddsthepermissiontothelistofpermissionsfortheobject.

Add a New User Group and Role to SRM

AssigntonewusersandgroupstherolesandpermissionstotherelevantSRM

inventoryobjects.

To assign a user or group permission

1LogintotheVIClientasauserwithAdministratorprivileges.

2ClickSiteRecoveryinthenavigationbar.

Iftheprotectedandrecoverysitesarepaired,youmightneedtoenterlogin

informationfortherecoverysite.

3ClickthePermissionstaboftheSRMInventoryobject.

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Chapter 4 Managing SRM

4Right‐clickthePermissionstabandchooseAddPermission.

5ClickAdd.

6Identifytheuserorgroupthatisbeingassignedthisrole.

aFromtheDomaindrop‐downmenu,choosethedomainwheretheuseror

groupislocated.

bTypeanameintheSearchtextboxorselectanamefromtheNamelist.

cClickAddtoaddthenametotheUsersorGroupslist.

dRepeatStep athroughStep ctoaddmoreusersorgroups.

eClickOKwhenfinished.

7IntheAssignedPermissionsdialogbox,selectarolefromtheAssignedRole

drop‐downmenu.

Thismenudisplaysalltheavailablerolesthatarebeenassignedtothathost.

8Toapplythisroletoallchildobjectsoftheselectedinventoryobject,select

PropagatetoChildObjects.

Performthistaskforeachuserorgroupadded.

9ClickOK.

Theserveraddsthepermissiontothelistofpermissionsfortheobject.

Change Access Permissions

Youcanchangeaccesspermissionsforanyobjectinaninventory.

To change the permissions for a user or group

1FromtheVIClient,clickanInventoryobject.

2 SelectanobjectandclickthePermissionstab.

3Toselecttheuserorgroupandrolepairtochange,right‐clicktheitem.

4Toselecttheappropriaterolefortheuserorgroup,selectProperties.

5 Selectfromthedrop‐downmenuandclickOK.

6Topropagatetheprivilegestothechildrenoftheassignedinventoryobject,click

thePropagatecheckbox.

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Remove Access Permissions

Removingapermissionforauser,grouporrolefromthelistofthoseavailableremoves

theuserorgroupandrolepairfromtheselectedinventoryobject.Itdoesnotremove

therolefromthelistofavailableitems.

To remove a permission role for a user or group

1FromtheVIClient,selectanInventoryobject.

2ClickthePermissionstab.

3Toselecttheuserorgroupandrolepairtodelete,right‐clickanitem.

4 SelectDelete.

TheVirtualCenterServerremovesthepermissionsetting.

Access SRM Log Files

YoucanretrieveSRMlogandconfigurationfilesfromtheserverandcollectthemina

compressed(zipped)folderonyourdesktop.

To retrieve log files when you are logged in to the SRM server host

ClickStart > Programs > VMware > VMware Site Recovery Manager >

Generate Site Recovery Manager log bundle.

Theindividuallogfilesarecollectedinafilenamed

srm‐support‐MM‐DD‐YYYY‐HH‐MM.zip,whereMM‐DD‐YYYY‐HH‐MMisastring

indicatingthemonth,day,year,hour,andminutewhenthelogfileswereretrieved.

To retrieve log files when you are logged in to the VI Client

1StarttheWindowscommandprompt.

2 ChangedirectorytoC:\Program Files\VMware\VMware Site Recovery

Manager\bin.

3Runthefollowingcommand:

C:\Program Files\VMware\VMware Site Recovery Manager\bin>cscript

srm-support.wsf

Theindividuallogfilesarecollectedinafilenamed

srm-plugin-support-MM-DD-YYYY-HH-MM.zip, whereMM‐DD‐YYYY‐HH‐MMis

astringindicatingthemonth,day,year,hour,andminutewhenthelogfileswere

retrieved.

VMware, Inc. 43

ThischapterdescribesthestepsrequiredtoconfigureVMwareSiteRecovery

Manager (SRM)protectedsites,includingcreatingprotectiongroups,configuring

storagearraymanagers,inventorypreferences,andeditingvirtualmachinesettings.

Thischapterincludesthefollowingtopics:

“ConfiguringtheProtectedSite”onpage 43

“ConfigureArrayManagers”onpage 44

“RepairArrayManagers”onpage 46

“ConfigureInventoryPreferences”onpage 47

“CreateaProtectionGroup”onpage 48

“ConfiguringVirtualMachineProperties”onpage 49

“A d d MessageandCommandSteps”onpage 52

“IPAddressMapping”onpage 53

Configuring the Protected Site

Configuringprotectionattheprotectedsiteincludesthefollowingsteps:

1Installthestoragereplicationadapters.

Consultthedocumentationfromyourstoragevendorifyouneedassistance.You

mustaddthenecessaryarrayscriptsandrestarttheSRMservicebeforeyou

configurearraymanagers.

2ConfigurethearraymanagerstoallowSRMtodiscoverreplicatedLUNsand

createdatastoregroups.

Protected Site

Configuration 5

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44 VMware, Inc.

3Configureinventorypreferencestosettheglobalmappingsforallprotection

groupstoinherit.

4 Createprotectiongroupsthatdefinevirtualmachinesthatfailovertogether.

5Configureindividualvirtualmachinesandsetthedefaultstoinheritfrom

inventorymappingsandthesettingsontheirprotectiongroup.

Requirements for VMware Infrastructure Configuration

Beforeyouconfigurearraymanagers,youneedthefollowingVMwareInfrastructure

configuration:

Adatacenterontheprotectedandrecoverysites.

ESXhostsattheprotectedandrecoverysites.

Ifyouneedtosupportuseofcertaintypesofsnapshotsattherecoverysite

(snapshotstakenwhenthevirtualmachineispoweredonorsuspended),theESX

hostsatbothsitesmusthavecompatibleCPUs,asdefinedintheVMware

knowledgebasearticlesVMotionCPUCompatibilityRequirementsforIntelProcessors

(article1991)andVMotionCPUCompatibilityRequirementsforAMDProcessors

(article1992).ThehostsmustalsohavethesameBIOSfeaturesenabled.Ifthe

servers’BIOSconfigurationsdonotmatch,theystillshowacompatibilityerror

messageeveniftheyareotherwiseidentical.Thetwomostcommonfeaturesto

checkareNon‐ExecuteMemoryProtection(NX/XD)andVirtualization

Technology(VT/AMD‐V).

Virtualmachinestobeprotectedontheprotectedsite.

Forinformationaboutconfiguringdatacenters,hosts,andresourcepools,seethe

VMwareInfrastructureServerConfigurationGuide.

Configure Array Managers

Aftertheprotectedandrecoverysitesareconnectedtoeachother,configurethearray

managerssothatSRMcanidentifyavailablearraysandreplicatedLUNs.Array

managersusestoragereplicationadapters,whicharesuppliedbyarrayvendors.When

youconfigurearraymanagers,yousupplyinformationaboutthearraysthatyouwant

touse.SRMusesthisinformationtodiscoverthearraysavailabletotheSRMserverand

thereplicatedLUNsthattheysupport.Formoreinformation,see“A r r a y ‐Based

Replication”onpage 13.

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Chapter 5 Protected Site Configuration

Beforeyoucanconfigureanarraymanager,thestoragereplicationadapterforthe

managermustbeinstalledontheSRMserverhost.Youmustalsohavedocumentation

fromthearrayvendorthatprovidestheinformationyouneedtosupplywhen

configuringanarraymanager.

SRMrescansarraysevery24hourstodetectanyLUNsthathavebeenaddedor

removed.Afteryouconfigurethearraymanagersforasite,youtypicallydonothave

toreconfigurethemunlesschangeanyoftheinformation,suchasIPaddressor

administrativecredentials,thatthearraymanagersrequire,oryouaddorremovea

LUNandwanttheSRMtorecognizethechangebeforethenextscheduledrescan.

Toconfigurearraymanagers,thefollowingconditionsmustbeinplace:

TheVIClientmustbeconnectedtotheprotectedsite.

TheroleofProtectionSRMAdministrator.

To configure array managers

1UsingaVIClient,logintotheprotectedsiteVirtualCenterServer.

2ClickSiteRecoveryontheVIClienttoolbar.

3Youarepromptedtoprovideausernameandpasswordthatarevalidatthe

recoverysite.

4OntheSummarypageoftheSiteRecoveryfor<protected‐site‐hostname>

window,findtheArrayManagerslineunderProtectionSetup.ClickConfigure

toopentheConfigureArrayManagerswizard.

5ClickAddtoopentheAddArrayManagerwindow.

6IntheAddArrayManagerwindow,providetheinformationSRMrequiresto

connectwithastoragearray:

Typeadisplaynameforthearraymanager.Useanydescriptivenamethat

makesiteasyforyoutoidentifythearraysthatthisarraymanagermanages.

SelectastoragereplicationadapterfromtheManagerTypelist.Ifthe

managertypethatyouwanttousedoesnotappearinthelist,thestorage

replicationadapterthatsupportsithasnotbeeninstalledontheSRMhost.

Afteryouselectamanagertype,theAddArrayManagerwindowchangesto

includefieldsfortheinformationrequiredbythatmanagertype.Formore

informationaboutthevaluesforthesefields,seethedocumentationfromthe

storagearrayvendor.

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7ClickConnecttovalidatetheinformationyousuppliedandreturnthelistofarrays

thatthearraymanagersupports.

Allsupportedarraysareselected.Cleartheselectionofanyarraythatyoudonot

wantSRMtouse.

8ClickOKwhenyoufinishselectingthestoragearraysthatyouwantSRMtouse.

ThearraymanagerqueriestheselectedarraystodiscoverwhichoftheirLUNsare

replicated.Detailedinformationabouttheselectedarraysandthenumberof

replicatedLUNstheysupportappearsintheReplicatedArrayPairsareaofthe

ConfigureArrayManagerswindow.

9ClickNexttoconfigurestoragearraysattherecoverysite.

Theprocedureforaddingthesearraysisthesameastheoneforaddingarraysat

theprotectedsite,showninStep 5throughStep 7.Whenyoufinishaddingstorage

arraysattherecoverysite,SRMverifiesthatitcancommunicatewithboth

membersofeacharraypairanddisplaysagreencheckmarkiconintheArrayID

columnoftheReplicatedArrayPairsareaoftheConfigureArrayManagers

window.Ifthegreencheckmarkisnotdisplayed,someoftheinformationyou

suppliedintheAddArrayManagerwindowmightneedtoberevised.

10 ClickNexttodisplaytheReviewReplicatedDatastorespage.

ReviewthetreetoensurethatthecorrectdatastoregroupsandreplicatedLUNs

arelisted.Onlyreplicateddatastoreswithregisteredvirtualmachinesappearon

thispage.

11 ClickFinishwhenyouaresatisfiedthatthearraymanagersareconfigured

properly.

Repair Array Managers

Ifyouneedtoeditarraymanagerdetailswhentheprotectedsiteisnotaccessible,use

theRepairArrayManagersfunction.Iftheprotectedsiteisaccessible,youcan

accomplishthesamethingbyfollowingtheproceduresin“ConfigureArray

Managers”onpage 44.

Torepairarraymanagers,thefollowingconditionsmustbeinplace:

TheVIClientmustbeconnectedtotherecoverysite.

TheroleofRecoverySRMAdministrator.

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To repair array managers

1IntheInventory,clickRecoveryPlans.

2IntheCommandsareaoftheSummarytab,clickRepairArrayManagers.

This openstheRecoverySiteArrayManagerspageoftheConfigureArray

Managerswindow.UsetheAdd,Remove,orEditbuttonstomodifyarray

managerinformationfortherecoverysite.

Configure Inventory Preferences

Inventorypreferencesprovidemappingsbetweencomputeresources,virtualmachine

folders,andnetworksontheprotectedsiteandtheircounterpartsontherecoverysite.

Thesemappingsaresupersededbyanyvaluesspecifiedinindividualprotectedvirtual

machines.Beforeyoumap,determinewhichcomputeresources,virtualmachine

folders,andnetworksontheprotectedsiteyouwantassociatedtotherecoverysite.

Createcorrespondingcomputeresources,virtualmachinefolders,andnetworksatthe

recoverysite.

Mappingresourcesisoptional.Mapsprovidedefaultlocationsandnetworksforthe

replicatedvirtualmachinesontherecoverysite.Ifyoucreateaprotectiongroupandno

mapsexist,youmustconfigureeachprotectedvirtualmachineindividually.

Toconfigureinventorypreferences,thefollowingconditionsmustbeinplace:

TheVIClientmustbeconnectedtotheprotectedsite.

TheroleofProtectionSRMAdministrator.

To configure inventory preferences

1UsingtheVIClient,logintotheprotectedsiteVirtualCenterServer.

2ClickSiteRecoveryontheVIClienttoolbar.

3ClicktheInventoryMappingstab.

4ClickConfigure.

5 SelectthenetworktomaptotherecoverysiteandclickConfigure.

6 Expandthetree,selectthedesirednetworkandclickOK.

7ClickConfigure.

8FromtheInventoryMappingstab,selectComputeResourcestomaptothe

recoverysiteandclickConfigure.

9 SelectthecomputeresourcesthatyoucreatedattherecoverysiteandclickOK.

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10 ClickConfigure.

11 Selectavirtualmachinefoldertomaptotherecoverysite.

12 Selectthevirtualmachinefolderthatyoucreatedattherecoverysiteforthisvirtual

machinefolderandclickOK.

Create a Protection Group

Aprotectiongroupisagroupofvirtualmachinesthatfailovertogetherattherecovery

siteduringtestandrecovery.Whenyoucreateaprotectiongroup,SRMcreatesa

placeholdervirtualmachineattherecoverysiteforeveryvirtualmachineinthe

protectiongroup.Youcannotpowerontheseplaceholdervirtualmachines,butyoucan

configurethemandmovethemwithintheinventory.

Aprotectiongroupprotectsonedatastoregroup.Thevirtualmachinesinthegroup

sharecertaincommoncharacteristics.Youcanprotectadditionalvirtualmachinesby

configuringthemandaddingthemtoaprotectiongroup.Datamovementtothe

recoverysiteisdelegatedtothereplicationprovidersspecifiedwhenyoucreatethe

groups.

Becauseaprotectiongroupisscopedtoadatastoregroup,useofStorageVMotionto

moveavirtualmachine’sstoragecanremovethevirtualmachinefromtheprotection

groupifitsstorageismovedtoadifferentdatastore.

Aprotectiongroupcanbepresentinoneormorerecoveryplans.

Tocreateaprotectiongroup,thefollowingconditionsmustbeinplace:

TheVIClientmustbeconnectedtotheprotectedsite.

TheroleofProtectionGroupAdministrator.

Fullyconfiguredarraymanagers.

To create a protection group

1UsingtheVIClient,logintotheprotectedsiteVirtualCenterServer.

2ClickSiteRecoveryontheVIClienttoolbar.

3ClickProtectionGroupsintheinventorylist.

NOTEBecausesomeoperatingsystemscachefilesystemwrites,somefilesonthe

underlyingreplicatedstorageforarunningvirtualmachinemaynotbeuptodate

whenreplicated.Whenthishappens,therecoveredvirtualmachinepowersonusing

theresultsofthemostrecentreplication,whichmaynotincludeallchangestofiles

stateontheprotectedvirtualmachine.

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Chapter 5 Protected Site Configuration

4IntheCommandspaneontheSummarytab,clickCreateProtectionGroup.

5IntheProtectionGroupNamefield,enteranameforthegroup.

6ClickNext.

7 Selectthedatastoregrouptoaddtotheprotectiongroup.

Onlyonedatastoregroupcanbeassociatedwiththeprotectiongroup.

The associationcannotbemodifiedlater.

8ClickNext.

9 Selectarecoverysitedatastoreinwhichtostorethefilesforthevirtualmachines

inthisprotectiongroup.

Thedatastorestoresmetadataforthevirtualmachineandnotthe.vmdkfileor

files.Themetadataconsistsof.vmsd,.vmxand.vmxffilesandiswrittentothe

datastoretoallowthevirtualmachinestobeaddedtotheVirtualCenterinventory

attherecoverysite.

Wheninventorymappingsaredefinedforvirtualmachinesintheselected

datastoregroup,SRMstartsprotectingthosevirtualmachines.Iftheyarenot

defined,anemptyprotectiongroupiscreatedandthevirtualmachinesstatusis

NotConfigured.

10 ClickFinish.

YourprotectiongroupisaddedtoProtectionGroupsintheinventory.

Virtualmachineconfigurationisdoneontheprotectiongroup’sVirtualMachinestab.

Formoreinformation,see“ConfiguringVirtualMachineProperties”onpage 49.

Configuring Virtual Machine Properties

SRMcreatesplaceholdervirtualmachinesintherecoverysiteinventory.Eachofthese

placeholdersrepresentsavirtualmachineattheprotectedsite,andprovidesan

inventoryentryattherecoverysiteforthatvirtualmachine.

Propertycustomizationsforprotectedvirtualmachinesarerecoverysiteobjects,and

mustbeconfiguredwhileyouareconnectedtotherecoverysite.Resourcesettingsof

protectedvirtualmachinesarenotreplicated,becausetheyusearbitraryunitswhich

mayhavenomeaningattherecoverysite.

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UsetheVirtualMachinePropertieswizardtoperformthefollowingtasks:

Addunconfiguredvirtualmachinesfromtheprotectiongroupvirtualmachine

list.

Editvirtualmachineslistedinaprotectionorrecoverygroup.

YoucanconfigureandeditavirtualmachinefromtheVirtualMachinestabifa

protectiongroupalreadyexists.

Toconfigurevirtualmachinesontherecoverysite,see“ConfigureVirtualMachinesin

aRecoveryPlan”onpage 65.

Configure Properties for Protected Virtual Machines

Propertiesforprotectedvirtualmachinesareinitiallyderivedfromtheinventory

preferencesyouspecifiedforthemachine’sprotectiongroup.Ifyoudidnotspecify

inventorypreferencesoryouneedtoreconfigureavirtualmachine,youcandosoin

thefollowingways:

FromtheConfigurevirtualmachinespageavailablewhenyoucreateaprotection

group.

FromtheVirtualMachinestabifaprotectiongroupalreadyexists.

Toconfigurevirtualmachineprotectionproperties,thefollowingconditionsmustbein

place:

TheVIClientmustbeconnectedtotherecoverysite.

TheroleofProtectionVirtualMachineAdministrator.

To configure all virtual machines in a protection group

1UsingtheVIClient,logintotherecoverysiteVirtualCenterServer.

2ClickSiteRecoveryontheVIClienttoolbar.

3 SelectaprotectiongroupintheInventorylist.

4OntheVirtualMachinestab,clickConfigureAll.

Thisactionappliesexistinginventorymappingstoallvirtualmachinesthathave

astatusofNotConfigured.Afterthisprocesscompletes,anyvirtualmachinesthat

couldnotbeautomaticallyconfiguredhaveastatusofMappingMissingor

MappingInvalid.Youmustconfigurethesemachinesindividually,asdescribedin

“Toconfigureindividualvirtualmachineproperties”onpage 51.

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Chapter 5 Protected Site Configuration

To configure individual virtual machine properties

1UsingtheVIClient,logintotherecoverysiteVirtualCenterServer.

2ClickSiteRecoveryontheVIClienttoolbar.

3 SelectaprotectiongroupintheInventorylist.

4OntheVirtualMachinestab,selectamachinetoconfigureandclickConfigure

Protection.

5 SelecttheVirtualMachinefoldertolocateyourvirtualmachineontherecovery

siteandclickNext.

6 Selectthehostonwhichyouwanttomanagethevirtualmachinesontherecovery

siteandclickNext.

7 Selecttheresourcepoolattherecoverysitetolocateyourvirtualmachineandclick

Next.

8Clickthecomponent‐levelprotectiontouseforthisvirtualmachineandclickNext.

SRMcannotprotectavirtualmachineifitcannotaccessattacheddevices,suchas

virtualdisks,floppydisks,orISOimages.Eitherthevirtualmachineoperates

withoutthedevice,orthedeviceiscopiedtothedatastorewherethevirtual

machinecanattachtothedeviceduringfailover.

9ClickthedatastoretostoretherecoveryvirtualmachinefilesandclickNext.

TheSpecifyaCustomizationSpecificationforthisVMscreenappears.A

customizationspecificationallowsyoutomodifynetworkinginformation,suchas

IPaddressorthenetworkmask,fortherecoveredvirtualmachine.Noother

virtualmachinepropertiescanbecustomized.

10 ClickBrowsetoviewtheavailablecustomizationspecificationsonthe

CustomizationSpecificationpage.

11 SelecttoapplytothevirtualmachineandclickOK.

ThedescriptionofthespecifiedcustomizationoptionappearsintheDescription

fieldontheSpecifyaCustomizationSpecificationforthisVMscreen.

Toconfigurethisoption,acustomizationspecificationmustbecreatedusingthe

VIClientontherecoverysite.Ifnospecificationsareconfigured,themessage“No

availableCustomizationSpecificationfound”appears.Ifavirtualmachinewitha

customizationspecificationdoesnothaveanoperatingsystem,thecustomization

scriptstepfailsduringarecoverytestorfailover.

See“WorkwithCustomizationSpecifications”onpage 67.

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52 VMware, Inc.

12 ClickNext.

13 Selecttherecoverypriorityfromthedrop‐downmenuandclickNext.

High–Startsthevirtualmachineinserialorder.

Normalandlow–Startsthevirtualmachineinparallelwithothervirtual

machinesonthisESXhost.

14 ClickNext.

Adduser‐definedmessagesandcommandsstepstobeperformedbeforethis

virtualmachineispoweredon.Theseuser‐designedmessagesandcommandscan

beremovedandreordered(see“A d d MessageandCommandSteps”onpage 52).

15 ClickFinish.

Add Message and Command Steps

Youcanaddmessagesorcommandstoyourrecoveryplanoneithertheprotectedor

therecoverysiteasyouconfigurevirtualmachineproperties.Youcanaddmessageor

commandstepsbeforeorafteryoupoweron.

Messagestepsdisplayinformationintextformat.Whenarecoveryplanisrunningand

encountersamessagestep,therecoverypausesuntilyouacknowledgethetextofthe

message.Theplanthencontinuestorun.

Commandstepsarelivescriptsthatyoucaninsertintherecoveryplanalongwiththe

defaultstepsthatSiteRecoveryManagerprovides.Astherecoveryplanisrunningand

encountersacommandstep,thescriptruns.

Toaddmessageandcommandsteps,thefollowingconditionsmustbeinplace:

TheVIClientmustbeconnectedtoeithertheprotectedorrecoverysite.

TheroleofRecoveryVirtualMachineAdministratorroleorRecoveryPlans

Administrator.

Run Batch Files or Commands

TorunaWindowsbatchfileorcommand,starttheWindowscommandshellusingits

fullpath.Forexample,torunascriptlocatedinc:\alarmscript.bat,usethe

followingcommandline:

c:\windows\system32\cmd.exe /c c:\alarmscript.bat

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Chapter 5 Protected Site Configuration

Whenyouaddbatchfilesorcommandstoarecoveryplan,beawareofthefollowing

requirements:

ScriptsmustresideonthehostwheretheSRMserverisinstalled.

SRMcalloutstobatchfilesorcommandsrunasthelocaladministratoroftheSRM

serverhost,andnotastheuserloggedintotheVIClient.

BatchfilesorcommandsthatproduceoutputthatcontainscharacterswithASCII

valuesgreaterthan127mustdosousingUTF‐8encoding.

Onlythelast4KBofscriptoutputiscapturedinlogfilesandrecoveryhistory.

Scriptsthatproducemoreoutputcanredirecttheiroutputtoafile,ratherthan

sendingittothestandardoutputtobelogged.

Arecoveryterminatesifacommandorscriptexitswithanon‐zerostatus.Some

commandsexitwithanon‐zerostatusevenwhentheyaresuccessful.Toforcea

commandtoexitwithastatusof0,append|| exit 0 toit,asinthisexample:

c:\windows\system32\cmd.exe /C chkdsk || exit 0

Change the Command-Line Time-Out on ESX Hosts

Bydefault,SRMterminatescalloutscriptsthattakemorethan300secondstocomplete.

Youmaywanttoincreasethetime‐outvalueifyourscriptstypicallyrunlonger.

To changethecommandlinetime‐out,editthevmware-dr.xmlconfigurationfileand

changethevalueofthe calloutCommandLineTimeoutparametertospecifyanew

time‐outvalueinseconds.

Changing the SRM Power State Time-Out

Bydefault,SRMreportsanerrorifarequesttochangethepowerstateofavirtual

machine(powerdown,forexample)doesnotcompletewithin120seconds.Tochange

thepowerstatetime‐out,editthevmware-dr.xmlconfigurationfileandchangethe

valueofthe powerStateChangeTimeoutparametertospecifyanewtime‐outvaluein

seconds.

IP Address Mapping

TheSRMIPaddressmapreportergeneratesanXMLdocumentdescribingthenetwork

structureoftheprotectedandrecoverysites.Itgivesnetworkadministratorsaviewof

howthenetworksatthetwositesrelatetoeachotherandisusedtodeterminewhich

networksandIPaddressesareavailableforusebyvirtualmachinesattherecoverysite.

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54 VMware, Inc.

TheSRMIPaddressmapreporterusesinformationintheSRMserverconfigurationfile

toconnecttoVirtualCenterandSRM.Theconfigurationfileforeithertheprotectedor

recoverysitecanbeused.Thereporterconnectstothesitedefinedinthefileand

queriesboththatsiteandthepairedsite.Theutilitygeneratesafulllistofmappings

groupedfirstbysiteandthenbyrecoveryplan.

Youcanrunthetoolagainsttherecoverysiteʹsconfigurationfileusingacommandof

theform:

dr-ip-reporter.exe -cfg <DR server configuration XML> -out <Output XML

filepath> [-plan <Recovery plan name>] [-i]

Specify-plan <Recovery plan name> tolookupaparticularrecoveryplan.

Specify-i toturnoffthumbprintconfirmationprompts.

To report mappings for all recovery plans

1 ChangedirectorytoC:\Program Files\VMware\VMware Site Recovery

Manager\bin.

2Runthefollowingcommand:

C:\Program Files\VMware\VMware Site Recovery Manager\bin>dr-ip-reporter.exe

-cfg ..\config\vmware-dr.xml -out c:\tmp\report.xml

To report mappings for a particular recovery plan

1 ChangedirectorytoC:\Program Files\VMware\VMware Site Recovery

Manager\bin.

2Runthefollowingcommand:

C:\Program Files\VMware\VMware Site Recovery Manager\bin>dr-ip-reporter.exe

-cfg ..\config\vmware-dr.xml -out c:\tmp\report.xml -plan Plan-B

Batch IP Property Customization

SRMincludesatoolthatallowsyoutospecifyIPproperties(networksettings)forany

orallofthevirtualmachinesinarecoveryplanbyeditingacomma‐separated‐value(CSV)

filethatthetoolgenerates.Initially,thisfileincludesasinglerowforeachplaceholder

virtualmachineintheplan.Youcaneditthefiletoaddarowforeachnetworkadapter

ineachplaceholdervirtualmachineandthencustomizethenetworksettingsforeach

adapter.Whenyouarefinished,youusetheeditedfileasinputtoacommandthat

createscustomizationspecificationsfortheplaceholdervirtualmachines.

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Chapter 5 Protected Site Configuration

To generate the CSV file

1 ChangedirectorytoC:\Program Files\VMware\VMware Site Recovery

Manager\bin.

2Runthefollowingcommand:

C:\Program Files\VMware\VMware Site Recovery Manager\bin>dr-ip-customizer.exe

-cfg ..\config\vmware-dr.xml -csv c:\tmp\example.csv -cmd generate

InanSRMrecoveryplanconfigurationthatdefinesthreeplaceholdervirtualmachines,

thegeneratedfilelookslikethis:

VM ID,VM Name,Adapter ID,MAC Address,DNS Domain,Net BIOS,Primary

WINS,Secondary WINS,IP Address,Subnet Mask,Gateway(s),DNS Server(s), DNS

Suffix(es)

shdw3,srm3,0,,,,,,,,,,

shdw2,srm2,0,,,,,,,,,,

shdw1,srm1,0,,,,,,,,,,

Thefileconsistsofaheaderrowthatdefinesthemeaningofeachcolumn,andasingle

rowforeachplaceholdervirtualmachinefoundintherecoveryplan.Theonlycolumns

populatedwithvaluesare:

VMID(theIDfortheplaceholdervirtualmachine)

VMName(thehostnameoftheplaceholdervirtualmachine)

AdapterID(always0,whichdesignatesglobalIPsettings,notspecifictoany

adapter)

Editing the CSV file to customize IP properties

ThetableinExample 5‐1showstheresultofopeningtheoutputofdr-ip-customizer

withaspreadsheetprogramandcreatingadditionalrowsthatdefinenetworksettings

forplaceholdervirtualmachinesintherecoveryplan.

Example 5-1.

VM ID

Name

Adapter

ID MAC Address

DNS

Domain NetBIOS

Primary

WINS

Secon-

dary WINS IP Address

Subnet

Mask Gateway(s)

DNS

Server(s)

DNS

Suffix(es)

shdw1 srm1 0 10.10.10.1 example.com

shdw1 1 00-1f-3a-38-29-9cexample.com dhcp

shdw2 srm2 0

shdw2 1 00-1f-3a-38-29-9cexample.com 10.10.10.10 10.13.99.5 255.255.0.0 10.10.10.10010.10.10.1

shdw2 1 10.10.10.2

shdw3 srm3 0

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56 VMware, Inc.

ThefollowingrulesapplywhenyoumodifyaCSVfilecreatedbythe

dr-ip-customizerutility.

TheMACAddressfieldisprovidedonlytodifferentiateadaptersonthesame

virtualmachine.Itshouldbeconsideredread‐only.AnymodificationoftheMAC

addresswillinvalidatethevirtualmachineconfigurationwhenthecustomization

isapplied.

TheVMNamefieldisintendedasareferencefortheusercustomizingthefile.It is

populatedwhentheCSVfileiscreatedbutignoredwhenthemodificationsare

appliedtotherecoveryplan.

TheonlyfieldsthatyoucanmodifyforarowwhereAdapterIDis0areDNS

Server(s)andDNSSuffix(es).Thesevalues,ifspecified,areinheritedbyallother

adaptersforthatVMID.

Todefinepropertiesforaspecificadapteronaplaceholdervirtualmachine,create

anewrowthatcontainsthatvirtualmachine’sIDintheVMIDcolumnandthe

adapterID(thevirtualPCIslotinwhichtheadapterisinstalledontheplaceholder

virtualmachine)intheAdapterIDcolumn,thenspecifyvaluesfortheother

columns.

Tospecifymorethanonevalueforacolumn,createanadditionalrowforthat

adapterandincludethevalueinthecolumninthatrow.InExample 5‐1,additional

rowsdefineasecondaryDNSserverfortheplaceholdervirtualmachinesshdw2

andshdw3.

TocreateaplaceholdervirtualmachineasaDHCPclient,enterdhcpinthe

IP Addressfield,asshowninthesecondrowofExample 5‐1.

shdw2 1 00-1a-3f-b8-f3-79 example.com 10.10.10.10 10.13.99.22 255.255.0.0 10.10.10.100 10.10.10.1

shdw3 1 10.10.10.2

Example 5-1.

VM ID

Name

Adapter

ID MAC Address

DNS

Domain NetBIOS

Primary

WINS

Secon-

dary WINS IP Address

Subnet

Mask Gateway(s)

DNS

Server(s)

DNS

Suffix(es)

shdw1 srm1 0 10.10.10.1 example.com

shdw1 1 00-1f-3a-38-29-9cexample.com dhcp

shdw2 srm2 0

shdw2 1 00-1f-3a-38-29-9cexample.com 10.10.10.10 10.13.99.5 255.255.0.0 10.10.10.10010.10.10.1

shdw2 1 10.10.10.2

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Chapter 5 Protected Site Configuration

Foranynon‐zeroadapterIDthatisnotaDHCPclient:

YoumustspecifyvaluesforIPAddress,SubnetMask,Gateway(s),andDNS

Server(s)unlessglobalvaluesforthesepropertiesexist(intherowforAdapter

IDzeroforthatVMID).Globalvalues,ifspecified,areoverriddenbyvalues

youspecifyforeachnon‐zeroadapterID.

TheNetBIOScolumn,ifnotleftempty,mustcontainoneofthefollowing

strings:

disableNetBIOS

enableNetBIOS

enableNetBIOSViaDhcp

TheMACAddresscolumnmustcontaintheMACaddressfortheadapter

specifiedintheAdapterIDcolumn,writtenaspairsofhexadecimaldigits

separatedbythedashorcoloncharacter.Charactercaseisnotconsidered.

Ifyouenteracommaintoanycolumn,anerroroccurswhenyouapplythe

customizedIPproperties.

To apply customized IP properties

1 ChangedirectorytoC:\Program Files\VMware\VMware Site Recovery

Manager\bin.

2Runthefollowingcommand:

C:\Program Files\VMware\VMware Site Recovery Manager\bin>dr-ip-customizer.exe

-cfg ..\config\vmware-dr.xml -csv c:\tmp\example.csv -cmd create

To reset or undo customized IP properties

1 ChangedirectorytoC:\Program Files\VMware\VMware Site Recovery

Manager\bin.

2Runthefollowingcommand:

C:\Program Files\VMware\VMware Site Recovery Manager\bin>dr-ip-customizer.exe

-cfg ..\config\vmware-dr.xml -csv c:\tmp\example.csv -cmd drop

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To update customized IP properties

1EdittheCSVfiletomodifythepropertiesthatyouwanttochange.

2 ChangedirectorytoC:\Program Files\VMware\VMware Site Recovery

Manager\bin.

3Runthefollowingcommand:

C:\Program Files\VMware\VMware Site Recovery Manager\bin>dr-ip-customizer.exe

-cfg ..\config\vmware-dr.xml -csv c:\tmp\example.csv -cmd recreate

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Arecoveryplanisalistofstepsforswitchingoperationofyourdatacenterfromthe

protectedsitetotherecoverysite.Thischapterdescribesthestepsrequiredtocreate

andmodifyrecoveryplans.

Configuringprotectionattherecoverysiteincludesthefollowingtasks:

Createarecoveryplan.

Chooseprotectiongroupstorecoverintherecoveryplan.

SRMpopulatestherecoveryplanwithappropriaterecoverysteps.Customizethe

recoveryplanasneeded.

Thischapterincludesthefollowingtopics:

“CreateaRecoveryPlan”onpage 60

“ManagingRecoveryPlans”onpage 61

“TestaRecoveryPlan”onpage 63

“RunaRecoveryPlan”onpage 64

“ConfigureVirtualMachinesinaRecoveryPlan”onpage 65

“WorkwithCustomizationSpecifications”onpage 67

Recovery Site Configuration 6

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60 VMware, Inc.

Create a Recovery Plan

RecoveryplansarecreatedwithaRecoveryPlanwizardthatpromptsyouforaplan

nameandtheprotectiongroupstoincludeintheplan.WithSRMrecoveryplans,

you can:

Createmorethanonerecoveryplan.Forexample,youcanspecifyoneplanfor

wholesitefailures,othersforlarge,partialfailures,oryoumaywantonerecovery

planforeachbusinessunit.

Includethesameprotectiongroupinmorethanonerecoveryplan.

Createemptyrecoveryplansfortesting.

Formoreinformation,see“CreateaProtectionGroup”onpage 48.

Duringrecoveryplancreation,youchoosewhichvirtualmachinestosuspendduring

recovery.Thevirtualmachinesthataresuspendedarethelocalvirtualmachinesthat

runontherecoveryhost.SuspendingnoncriticalresourcessavesspaceandfreesCPU

andmemoryresourcesonhosts.

Themachinesthatarepoweredonarethemachinesthatarebeingfailedover.When

therecoveryruns,thevirtualmachinespowerondependingontheresponsetimesset

intheplan.VirtualmachinescanbecategorizedasHigh,Normal,Low,orNoPower

Onsothattheystartinthecorrectorderwhentheplanruns.

Tocreatearecoveryplan,thefollowingconditionsmustbeinplace:

TheVIClientmustbeconnectedtotherecoverysite.

TheroleofRecoveryPlansAdministrator.

To create a recovery plan

1UsingtheVIClient,logintotherecoverysiteVirtualCenterServer.

2ClickSiteRecoveryontheVIClienttoolbar.

3ClickRecoveryPlansintheInventorylist.

4IntheCommandspaneontheSummarytab,clickCreateRecoveryPlan.

5EnteranameandanoptionaldescriptionfortherecoveryplanandclickNext.

6 SelecttheprotectiongroupstoincludeintheplanandclickNext.

Youcanincludeoneormoreprotectiongroupsinarecoveryplan.

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7Settheresponsetimesforthevirtualmachinesintheplan(responsescannotbe

detectedonvirtualmachinesthatdonothaveVMwareToolsinstalled).

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.

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.

8ClickNext.

9 Selectthenetworktouseduringrecoveryplantests,orselectAutotocreatean

isolatednetworkfromtheTestNetworkdrop‐downmenu.

IftherecoveryplanincludesvirtualmachinesthatrunLinuxandareDHCP

clients,besurethatthetestnetworkincludesaDHCPserver.

IfyourVIclusterattherecoverysiteusesVMwareHA,youmustcreateanduse

useatestVLANthatspansESXhosts.HAclustersdonotworkcorrectlyonother

testnetworkconfigurations.

10 ClickNext.

11 ExpandVirtualMachinesandtheDatacenter.

12 Selectthelocalvirtualmachinestosuspendwhentheplanistestedorrun,and

clickFinish.

Managing Recovery Plans

Whenyouselectarecoveryplaninthenavigationpane,yourrecoveryplandetails

appearinthemainviewingareaofthepage.Thefollowingtabsappearonthepage:

Summary—Providesasummaryoftherecoveryplan,includingname,

description,andcommandsyoucanrunfortheplan,suchaseditingortestingthe

plan.Thesummarytabisthedefault.

VirtualMachines—Displaysthevirtualmachinesthatthisrecoveryplanprotects.

RecoverySteps—Liststhestepsoftherecoveryplan.

History—Displayswhethertherecoveryplanwasrun,thedatewhenitran,the

durationoftherun,thestatus,andtheresultsoftheplan.Providesanoptionto

exportacopyoftheresultsinXML,HTML,orCSVformats.

Permissions—Liststheuserswhoareauthorizedtomaintaintherecoveryplan.

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Whenyouselectarecoveryplaninthenavigationpane,thefollowingcommands

appearontheSummarytab:

EditRecoveryPlan—Modifytheplannameanddescription,protectiongroups

thatareincludedintheplan,virtualmachineresponsetimes,networktouse

duringplantesting,andlocalmachinestobesuspendedaspartoftherecovery

plan.

RemoveRecoveryPlan—Deletetherecoveryplan.

TestRecoveryPlan—Runatestoftherecoveryplan.

RunRecoveryPlan—Runtherecoveryplan.

Edit a Recovery Plan

Youcanmodifytheplannameanddescription,protectiongroupsthatareincludedin

theplan,virtualmachineresponsetimes,networktouseduringplantesting,local

machinestobesuspendedaspartoftherecoveryplan,andmessagesandcommands.

Toeditarecoveryplan,thefollowingconditionsmustbeinplace:

TheVIClientmustbeconnectedtotherecoverysite.

TheroleofRecoveryPlansAdministrator.

To edit a recovery plan

1OntheSummarytab,clickEditRecoveryPlan.

2ModifytheplannameordescriptionandclickNext.

3Modifytheprotectiongroupsincludedintherecoverysiteifneededandclick

Next.

4Modifytheresponsetimesforthevirtualmachinesintherecoveryplanifneeded

andclickNext.

5Modifythenetworksyouoriginallyspecifiedfortestingtheplan.

Whenyouarefinished,clickNext.

6Modifythelocalvirtualmachinestosuspendifarecoveryoccursorduringa

recoverytest.

7ClickFinish.

Therecoveryplanismodified.WhenyouselecttheplanagainintheInventory,

yourchangesarereflectedintheSummarytab,Historytab,andRecoverySteps

tab.

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Chapter 6 Recovery Site Configuration

Test a Recovery Plan

Youcanrunfrequenttests,whichsimulateanactualrecovery.Youcanruntest

recoveriesandedittherecoveryplantofixanyproblemswhenyourunthetests.SRM

runsexactlythesameplanthatisrunforbothtestsandactualrecoverieswiththe

followingexceptions:

Recoverytestsdonotconnecttotheprotectedsiteandshutdownvirtual

machines.

Recoverytestscreatetestnetworkssothattheinfrastructureoftheprotectionand

recoverysiteisprotected.Thetestnetworkisremovedafterthetestiscompleted.

Thisactionensuresthattheinfrastructureofbothsitesisprotected.Youcan,

however,selectanactualnetworktotestrecovery.

Thevirtualmachinesintherecoverysitetypicallystartfromadatastorethatis

clonedfromthetargetdatastoreintherecoverysitetoensurethatthetestisrun

againstastorageinfrastructurethatisisolatedfromtheproductionenvironment.

Totestarecoveryplan,thefollowingconditionsmustbeinplace:

TheVIClientmustbeconnectedtotherecoverysite.

TheroleofRecoveryPlansAdministrator.

To test a recovery plan

1Inthenavigationbar,selecttheplantotest.

2OntheSummarytab,clickTestRecoveryPlan.

3ClickContinuetocontinuetherecoverytest.

IntheRecentTasksareaofthepage(ifitisopen),RunTestModeRecoveryPlan

appearsintheNamefield,andtheStatusfielddisplaysthepercentagecomplete.

Pausing, Resuming, or Cancelling a Test

Youcanpause,resume,orcancelarecoveryplantestatanytime.Whenyoupauseor

cancelatest,nonewstepsarestarted,andin‐progressstepsaresubjecttothefollowing

rules:

Stepsthatcannotbestopped,suchaspoweringonorwaitingforaheartbeat,run

tocompletionbeforethepauseorcancellationcompletes.

Stepsthataddorremovestoragedevicesareundonebycleanupoperationsifyou

cancelorbysubsequentstepsifyoupauseandresume.

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Thetimeittakestopauseorcancelatestdependsonthetypeandnumberofstepsthat

areinprogresswhentherequestismade.Thetimeittakestoresumeatestdependson

thetypeandnumberofstepsthatwereinprogresswhenthepausewasrequested.

Run a Recovery Plan

Runninganactualrecoveryplanstartsthevirtualmachinesontherecoverysiteonthe

recoverysitenetwork.Thisprocesscannotbeundoneeasilyorautomatically.Ifyourun

arecoveryplan,itpermanentlyaltersthevirtualmachinesandinfrastructureofthe

protectedandrecoverysites.Thefollowingchangesoccurifyourunarecoveryplan:

Duringarecovery,iftheprotectedsiteisconnectedtotherecoverysite,virtual

machinesshutdowngracefullyontheprotectedsite.

Iftheconnectionbetweensitesislost,noactionistakenbySRMagainstthe

protectedvirtualmachinesintheprotectedsite.Thedatastoresintherecoverysite

areenabledforreadandwritecapabilitiesandSRMinitiatesthepowerupofthe

virtualmachinesintherecoverysiteaccordingtothestartuporderintherecovery

plan.

Iftheconnectionbetweenthesitesislostandtheprotectedsiteisdown,thevirtual

machinesarealreadyinashut‐downstate.

Torunarecoveryplan,thefollowingconditionsmustbeinplace:

TheVIClientmustbeconnectedtotherecoverysite.

TheroleofRecoveryPlansAdministrator.

To run a recovery plan

1Ontherecoverysite,IntheInventory,selecttheplantorun.

2OntheSummarytab,clickRunRecoveryPlan.

3ConfirmandclickRunRecoveryPlan.

Astheplanruns,thestatusofeachstepupdatesontheRecoveryStepstab.

Remove a Recovery Plan

RemovingarecoveryplanpermanentlydeletestheplanfromSRM.Youcannotretrieve

arecoveryplanafteritisdeleted.

Toremovearecoveryplan,thefollowingconditionsmustbeinplace:

TheVIClientmustbeconnectedtotherecoverysite.

TheroleofRecoveryPlansAdministrator.

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Chapter 6 Recovery Site Configuration

To remove a recovery plan

1Inthenavigationbar,selecttheplantodelete.

2OntheSummarytab,clickRemoveRecoveryPlan.

3ClickYestoconfirmanddeletetheplan.

Configure Virtual Machines in a Recovery Plan

TheVirtualMachinestaballowsyoutoviewandconfigurethevirtualmachinesthat

thisrecoveryplanincludes.

Toconfigurevirtualmachinesinarecoveryplan,thefollowingconditionsmustbein

place:

VIClientmustbeconnectedtotherecoverysite.

TheroleofRecoveryPlansAdministrator.

To edit virtual machine properties in a plan

1OntheVirtualMachinestab,clickEdit.

2ClickBrowsetoviewtheavailablecustomizationspecifications.

3Clickthearrowandselectthecustomizationpropertytoapplytothevirtual

machine.

Toconfigurethisoption,acustomizationspecificationmustbecreatedusingthe

VIClientontherecoverysite.Ifnospecificationsareconfigured,themessage“No

availableCustomizationSpecificationfound”appears.

4ClickOK.

5SpecifythedefaultrecoverypriorityandclickNext.

Recoverypriorityisapropertyofavirtualmachine,notarecoveryplan.The

recoverypriorityofavirtualmachinecannotbechangedafterithasbeenmade

partofarecoveryplan.

6Addmessagesandcommands,removeorreorderstepstobeperformedbefore

poweron.

See“A d d MessageandCommandSteps”onpage 52.

7ClickNext.

8Addmessagesandcommands,removeorreorderstepstobeperformedafter

poweron.

9ClickFinish.

Site Recovery Manager Administration Guide

66 VMware, Inc.

View a Recovery Plan

Toviewarecoveryplan,clicktheRecoveryStepstab,whichliststherecommended

stepsfordisasterrecovery.Somestepsmightincludesubstepsinatreeformation.

Clicktheplussign(+)toexpandtheviewtoincludesubsteps.Clicktheminussign(‐)

toviewonlyhigh‐levelsteps.

Inadditiontorecoverystepsandsubsteps,othercolumnsofinformationappear.

The followinginformationappearsintherecoveryplan.Somefieldsareemptyuntila

recoveryplanistestedorrun.

RecoveryStep—Thestepsandsub‐stepstobeperformedduringtherecovery.

Status—Blankuntilarecoveryplanisrunortested.Whenastepissuccessfully

completed,thewordSuccessappearsintheStatuscolumn.

TaskStarted—Whenaplanisrunortested,thestartdateandtimeforthisstep

appear.

TaskCompleted—Whenaplanistestedorrun,thecompleteddateandtimefor

thisstepappear.

Mode—Describeswhetherthestepisrunningduringatestoranactualrecovery.

Recoverydescribesstepsthatarerunningonlyduringarecovery.Ifatestis

running,thewordTestappearsandappliestotestsonly.

To select which information columns appear on a recovery plan

1Right‐clickthetextbar.

2 Deselectthenameofacolumntoturnoffviewingforthatcolumn.

OntheRecoverytab,atoolbaroficonsappears.Rollthecursorovereachicontoseea

briefdescriptionoftheicons,whichenableactionssuchaseditingorexportingyour

recoveryplan.

To export the steps of a recovery plan

1ClicktheExporticonontheRecoveryStepstab.

2 Savethefileinadirectoryusingafilenameofyourchoice.

ThereportexportsinXML, .doc,XLW,HTML,andCSVformats.

VMware, Inc. 67

Chapter 6 Recovery Site Configuration

View Recovery Plan History

Afteryoutestorrunarecoveryplan,informationappearsontheHistorytab.

To view a recovery plan

1OntheHistorytab,selectarecoveryplanandclickView.

2ClicktheWindowsClosebuttonwhenyouarefinishedviewingtheplan.

Export Recovery History Results

UsetheHistorytabtoexportatherecoveryplanresults.

To export a recovery plan

1OntheHistorytab,selecttherecoveryplantoexportandclicktheExporticon.

2EnteranamefortherecoveryplanintheFileNamefieldandclickSave.

3ClosetheSaveAsdialogbox.

Work with Customization Specifications

SRMusesdefaultsettingsinheritedfromVirtualCentersuchasregistration

information,timezone,administratorpassword,andIPadapterpropertiesofthe

virtualmachinesinarecoveryplan.YoucanupdatetheIPadapterproperties,butno

otherproperties,ofvirtualmachinesintheplanbyeditingthecustomization

specification.

Toapplycustomizationspecificationstovirtualmachines,see“ConfiguringVirtual

MachineProperties”onpage 49.

To create a customization specification

1FromtheVIClient,selectEdit>CustomizationSpecifications.

2 SelectNew.

3ClickNextuntiltheNetworkpageappears.

4Tochangenetworksettings,selectCustomsettingsandclickNext.

5 SelectthenameofthenetworktocustomizeandclickCustomize.

Site Recovery Manager Administration Guide

68 VMware, Inc.

6MakechangestothenetworksettingsandclickOK.

7ClickNextandclickFinish.

ThescriptnowappearsontheCustomizationSpecificationManagerpageandis

availableforuseontheprotectedsite.

8ClicktheClosebox.

To import a customization specification

1 SelectEdit>CustomizationSpecifications.

2 SelectImport.

3BrowseforthescripttoimportandclickOpen.

VMware, Inc. 69

ManagingfailbackusingVMwareSiteRecoveryManager(SRM)isamanualprocess

thatyoucanmanagelikeanyplannedservermigration.WithSRMyoucanfailback

servicesfromarecoverysitetotheprotectedsiteaftertheprotectssiteisreadyto

resumeoperation.

Thischapterincludesthefollowingtopics:

“FailbackScenario”onpage 69

“OtherFailbackConsiderations”onpage 74

Failback Scenario

ThefollowingstepsdescribeascenariousingSRMasafailbacktooltoSiteAafterthese

virtualmachinesarerecoveredatSiteB.Sixmachinescalledapp_vm7through

app_vm12(hostedbyadatastoregroupcalledshared‐san‐2)arefailedbacktoSiteA

fromSiteB.

Figure 7‐1illustratesthestorageconfigurationafterrunningafailoverfromSiteAto

SiteB.

Failback 7

NOTEConsultyourarrayvendorʹsdocumentationbeforeattemptingafailback.

Not allarrayssupportthenecessaryoperations.Formoreinformation,seetheVMware

Website.

Site Recovery Manager Administration Guide

70 VMware, Inc.

Figure 7-1. Storage Configuration after Running an Actual Failover from Site A to

Site B for the shared-san-2 Datastore

ThisfailbackscenariodescribesthestepsforasuccessfulfailbackfromSiteBtoSiteA.

ItincludesthestepstocompletethereprotectionofSiteAafterthefailbackfromSiteB.

Thefollowingtermsandabbreviationsareused.

SiteA—Theoriginalprotectedsite.

SiteB—Theoriginalrecoverysite.

PG1—TheoriginalprotectiongroupdefinedatSiteA.

PG2—AnewprotectiongroupdefinedatSiteBtofacilitatethefailbackfrom

Site BbacktoSiteA.

PG3—AnewprotectiongroupdefinedatSiteAtofacilitatethefailovertoSiteB.

PG3isbasicallythesameprotectiongroupasPG1.

RP1—TheoriginalrecoveryplandefinedatSiteB.

RP2—AnewrecoveryplandefinedatSiteAtofacilitatethefailbackfromSiteB

backtoSiteA.

SourceLUN—AVMFSdatastorethatisbeingreplicatedtoanalternativedatacenter.

TargetLUN—Theresultingdatastoreatthealternatedatacenter.

CloneLUN—AcloneofthetargetLUNusedonlyduringatestoffailover.

NOTEIfyouhavenotpurchasedaprotection‐enablementlicensekey

(SRM_PROTECTED_HOST)fortheprotectedsite,youmusttransferthatkeyfromthe

recoverysitetotheprotectedsitebeforeyoucanrunafailback.Formoreinformation,

see“SRMLicensing”onpage 24

Site A — protected site Site B — recovery site

source LUN

(shared-san-2)

Write Disabled

(read only)

target LUN

(shared-san-2)

Read Write

enabled

protected

virtual machines

(app_vm7 to app_vm12)

apps

all

powered

off by SRM

at start of

SRM Recovery

protected

virtual machines

(app_vm7 to app_vm12)

all

powered

on by SRM

during the

SRM Recovery

VMware, Inc. 71

Chapter 7 Failback

Thisscenariodescribesgeneralproceduresforperformingfailbackfromarecoverysite

backtotheoriginalprotectedsite.

Tohelpyoutrackthesestepsasyoucompletethem,seeAppendix B,“Failback

Checklist,”onpage 83.

To prepare for failback

1ShutdownallSiteBvirtualmachinesthatwererecoveredtoSiteBforthefailover.

2 CreatealistofalltheprotectedvirtualmachinesthatwererecoveredtoSiteB.You

willneedthisinformationforalaterstep.

3IntheVirtualCenterdatastorebrowser,cleanupthedirectoryatSiteBthat

containedthevirtualmachineconfigurationfilescreatedduringprotectiongroup

creationatSiteA.

Thisisthelocationselectedduringthecreationoftheoriginalprotectiongroupat

SiteA‐PG1.Specifically,deletethe.vmsd,.vmx,and.vmxffiles.Usethelistyou

createdinStep 2aboveasareferenceduringthisclean‐upstep.

To complete a storage configuration change so that the source LUN is now Site B

Workwithyourstorageteamtocompleteastorageconfigurationchangesothatthe

sourceLUNisnowassociatedwithSiteBandthetargetLUNisassociatedwithSiteA.

CAUTIONThedatastoreholdingthesevirtualmachinesistheoneusedfor

placeholdermachines.Donotremovethesefilesfortheactualvirtualmachines.

Site A — recovery site Site B — protected site

target LUN

(shared-san-2)

Write Disabled

(read only)

source LUN

(shared-san-2)

Read Write

enabled

protected

virtual machines

(app_vm7 to app_vm12)

apps

protected

vms offline

in Site A

protected

virtual machines

(app_vm7 to app_vm12)

protected

vms that will

be recovered

to Site A

Site Recovery Manager Administration Guide

72 VMware, Inc.

To remove the out-of-date protected virtual machines from inventory on Site A

1AtSiteA,rescanthehostbusadapters(HBAs)onallthehosts.Thismakesiteasier

toidentifytheprotectedvirtualmachines,becausetheynowappearinvalidinthe

inventory,asdoestheprotectiongrouptowhichtheyareassigned.

2AtSiteA,removePG2fromtherecoveryplan,thendeletePG2.

3 SelectalltheprotectedvirtualmachinesatSiteAthatwererecoveredtoSite B.

Right‐clicktheselectedvirtualmachinesandselectRemove from Inventoryto

removethehighlightedprotectedvirtualmachinesfromtheinventoryatSite A.

To failback from Site B to Site A

1CompletetheArrayManagerconfigurationwizardatSiteB,whichnowhasthe

sourceLUNconfiguredatSiteBandthetargetLUNconfiguredatSiteA.The

recoverysitearraymanagernowbecomestheprotectedsitearraymanager,and

theprotectedsitearraymanagernowbecomestherecoverysitearraymanager.

2ConfigureinventorymappingsatSiteB.

Theseinventorypreferencesareassignedtotheprotectedvirtualmachineswhen

theyarerestartedatSiteAafterthefailback.

3AtSiteB,configurePG2tofailbacktoSiteA.

4AtSiteA,configureRP2.

DonotdeleteRP1,whichyoucreatedatSiteBtoprotectthedesignatedvirtual

machinesatSiteA.

5 ClickTesttotesttherecoveryplanwithclonesorsnapshotsofthetargetLUNson

theprotectedsite.Ifthetestissuccessful,clickRuntorunanactualrecoveryofRP 2.

Thefollowingfigureillustratesthestorageconfigurationaftertherecoveryagainst

RP2completes.

Site A — recovery site Site B — protected site

target LUN

(shared-san-2)

source LUN

(shared-san-2)

Write Disabled

(read only)

Read Write

enabled

protected

virtual machines

(app_vm7 to app_vm12)

apps

all

powered

on by SRM

during the

SRM Recovery

protected

virtual machines

(app_vm7 to app_vm12)

all

powered

off by SRM

at start of

SRM Recovery

VMware, Inc. 73

Chapter 7 Failback

To prepare Site A for failover in case of a second disaster

1ShutdownalloftheprotectedvirtualmachinesatSiteAthatwerefailedbackfrom

SiteBduringtheSRMrecoveryoperationperformedin“TofailbackfromSiteBto

SiteA.”

TheshutdownensuredthatallI/OontheLUNshasstoppedbeforeswappingthe

replicationdirectiononthearrays.

2PerformacleanupofthedirectoryatSiteAthatcontainedthevirtualmachine

configurationfilescreatedduringprotectiongroupcreationatSiteB.(SeeStep 3of

theproceduretitled“Toprepareforfailback.”)

3IntheVirtualCenterdatastorebrowser,cleanupthedirectoryatSiteAthat

containedthevirtualmachineconfigurationfilescreatedduringprotectiongroup

creationatSiteB.

To complete a storage configuration change so the source LUN is now Site A

Workwithyourstorageteamtocompleteasecondstorageconfigurationchange.

ReassociatethesourceLUNwithSiteA,andreassociatethetargetLUNwithSiteBand

thecloneLUN,asshowninthefollowingfigure.

Thestorageconfigurationisnowrevertedtotheoriginalconfigurationbeforethesetup

ofSRM.Thestoragearrayvendordeterminesthedatasynchronizationmethod

(snapshotatintervalsorcontinuoussynchronization)ofthetargetLUNtotheclone

LUN.WhenasimulatedfailoverisinitiatedwiththetestoptioninSRM,finaldata

synchronizationisperformedfromthetargetLUNtothecloneLUN.

Site A — protected site Site B — recovery site

source LUN

(shared-san-2)

clone LUN

(shared-san-2)

Write Disabled

(read only)

target LUN

(shared-san-2)

Write Disabled

(read only)

Read Write

enabled

protected

virtual machines

(app_vm7 to app_vm12)

apps

protected

vms that will

be recovered

to Site A

protected

virtual machines

(app_vm7 to app_vm12)

protected

vms offline

in Site B

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To prepare Site B for failover in case of a second disaster

1AtSiteB,rescanthehostbusadapters(HBAs)onallthehosts.Thismakesiteasier

toidentifytheprotectedvirtualmachines,becausetheynowappearinvalidinthe

inventory,asdoestheprotectiongrouptowhichtheyareassigned.

2AtSiteB,removePG2fromtherecoveryplan,thendeletePG2.

3AtSiteB,removealltheprotectedvirtualmachinesthatwererecoveredtoSite A

frominventoryatSiteB.Inthisscenario,thisisapp_vm7 to app_vm12.(See“To

removetheout‐of‐dateprotectedvirtualmachinesfrominventoryonSiteA.”)

4 CreatePG3atSiteAfortheprotectedvirtualmachines.

PG3shouldbeidenticaltoPG 1,theprotectiongroupthatwasoriginally

associatedwithRP1,therecoveryplanthatwasruninRecoverymodeand

resultedinthestartupoftheprotectedvirtualmachinesatSite B.

5ReassociatetheprotectiongroupsatSiteAwithRP1atSiteB.

YoudonotneedtodeleteRP2(therecoveryplanthatwascreatedatSiteAto

facilitatetherecoverybacktoSiteAfromSiteB).

YouhavecompletedthereprotectionoftheprotectedvirtualmachinesatSiteA.

VMwarerecommendsthatyounowconductafailovertestagainstRP1toensurethat

SiteAisprotectedandreadyforanyeventthatmaynecessitatearecoverytoSiteBif

anotherdisasteroccurs.

Other Failback Considerations

Thereareseveralmoreissuestoconsiderduringafailback.

SitePairing—SitesAandBneedtobepairedonlyonce.SRMmaintainsa

bidirectionalrelationshipbetweenpairedsites.

DNSUpdates—IfSiteAandSiteBarenotjoinedbyastretchedVLAN,manually

provideDNSupdatesasthevirtualmachinesaremovedbetweenSite AandSite B

andtheirIPaddresseschangetoaccommodatetheirnewnetwork.

VMware, Inc. 75

ThischapterdescribesSiteRecoveryManager(SRM)eventsandalarmnotification

configurationoptions.Thischapterincludesthefollowingtopics:

“SRMAlarms”onpage 75

“A b o u t SRMAlarmTriggers”onpage 76

“EditSRMAlarmSettings”onpage 76

“PrepareforAlarmNotificationbyEmail”onpage 78

SRM Alarms

SRMalarmsarenotificationsthatoccurinresponsetoselectedeventsthatSRMraises.

Theseevent‐triggeredalarmsareavailableandconfiguredwhenSiteRecoveryis

selectedintheVIClient.ThealarmsspecifictoSRMeventsaredefinedwhenSRMis

installed.

SRMalarmsuseemailmessagenotification.Forinformationabouthowtoconfigurea

VirtualCenterServertosupportemailmessagealarmnotificationbeforeyoueditSRM

alarms,see“PrepareforAlarmNotificationbyEmail”onpage 78.

TheAlarmstabintheSiteRecoveryviewdisplaysthelistofalarmsforSRMthatare

activatedwhendesignatedeventsoccur.ThesealarmsareSRMspecificandarenot

availablefromtheVirtualCenterServer.(SRMalarmsdonotappearintheVIClientʹs

TriggeredAlarmspane,thoughtheyareshownintheVirtualCenterEventLog.)

Alerting and Monitoring 8

NOTESRMalarmsforanyeventdonottriggermorethanonceeveryfiveminutes.

Multipleinstancesofthesameeventduringafive‐minuteperiodtriggeronlyasingle

alarm.

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76 VMware, Inc.

About SRM Alarm Triggers

Alarmtriggerstakeseveralforms:

SRMgenerateseventsthatcanbeassociatedwithalarmsontheVirtualCenter

Server,suchas:

ProblemsontheSRMservergenerateSNMPtraps,emails,andsoon.

AlarmsareassociatedwithSRMeventsfromtheSRMplug‐in.

FailureoftheSRMserverorVirtualCenterserverattheprotectedorrecoverysite

generateseventsthatcanbeassociatedwithVirtualCenteralarms,suchas:

Problemswiththelocalsite(forexample,resourceconstraints).

Problemswiththeremotesite(forexample,beingunabletopingtheSRMor

VirtualCenterhostataremotesite).Remote‐sitefailureisreflectedintheSRM

eventsanddoesnottriggerarecovery.Recoverymustbeinitiatedmanually.

Diskspaceislow.

CPUuseexceededthelimit.

Memoryislow.

Theremotesitefailstorespond.

TheVirtualCenterServerorSRMserverattheremotesitefails.

Therecoveryteststarted,endedsuccessfully,failed,oriscancelled.

Virtualmachinerecoverystarted,ended,succeeded,failed,orreportsawarning.

Thefollowingarethealarmnotificationmethods:

Sendanotificationemailmessage

Sendanotificationtrap

Runascript

Edit SRM Alarm Settings

YoucanmodifySRMalarms.Asimplechangeistoenableordisablethealarm.Ifan

alarmisdisabled,anXappearsonthealarmlistingicon.

ToeditanSRMalarm,thefollowingconditionsmustbeinplace:

VIClientmustbeconnectedtotheprotectionorrecoverysite.

TheminimumrequiredprivilegesareModifyAlarm(Alarmsprivileges).

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Chapter 8 Alerting and Monitoring

To edit an alarm

1UsingaVIClient,logintotheprotectedsiteVirtualCenterServer.

2ClickSiteRecoveryontheVIClienttoolbar.

3ClicktheAlarmstab.

4Right‐clicktheeventandselectEditSettings.

5ClickActiontochoosetheactiontotakewhentheeventistriggeredandspecify

theassociatedinformation.

6Tocompletethealarm,clickOK.

7VirtualCenterverifiestheconfigurationofthealarmandaddsthealarmtothelist

ofalarmsforSRM.

Option Description

Sendanotification

ProvidetheemailaddressofthenotificationrecipientintheValuefield.

SMTPsendsanotificationemail.SMTPmustbereadywhentheemailis

sent.

TheVirtualCenterServergeneratestheemailmessagesubjectandbody

text.Onlythe“to”list(Value)isrequiredfromuserinput.Specifythe

emailaddresstowhichthemessageshouldbesent.

ForinformationaboutpreparingforemailmessageSMTPalarm

notificationforVirtualCenterServer,seetheVMwareInfrastructureBasic

SystemAdministration.

Sendanotification

trap

TheVirtualCenterServerisadefaultSNMPnotificationreceiver.An

SNMPtrapviewerisrequiredtoviewasenttrap.TheVirtualCenter

ServerhostmustbeconfiguredtoreceiveSNMPtraps.

ForinformationaboutpreparingforemailmessageSNMPalarmSMTP

alarmnotificationforVirtualCenterServer,seeVMwareInfrastructure

BasicSystemAdministration.

Runascript Ifthescriptisan.exefile,providethepathtothescript.Ifthescriptis

a.batfile,providethescriptpathasanargumenttothe

c:\windows\system32\cmd.execommand.Forexample,toruna

scriptlocatedinc:\alarmscript.bat,providethescriptpathas

c:\windows\system32\cmd.exe /c c:\alarmscript.cmd.

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78 VMware, Inc.

Prepare for Alarm Notification by Email

Touseemailmessagestosendalarmnotifications,youmust:

DefinetheSMTPserverandemailmessageaddressinginformation.

Specifytheemailaddressesfortheuserswhoyouwanttoreceivetheemail

notifications.

Toprepareforemailmessagealarmnotification,thefollowingconditionsmustbein

place:

TheVIClientmustbeconnectedtotheVirtualCenterServer.

MinimumrequiredprivilegeisSettings(Globalprivileges).

To define the SMTP server and email message addressing information

1FromtheVIClient,chooseAdministration>VirtualCenterManagementServer

Configuration.

2ClickMailinthenavigationlist.

3Foremailmessagenotification,settheSMTPserverandSMTPportasfollows:

SMTPServer–ThehostnameorIPaddressoftheSMTPgatewaytousefor

sendingemailmessages.

SenderAccount–Theemailaddressofthesender,forexample,

srm_alarms@example.com.

4ClickOK.

5IntheSRMview,clicktheAlarmstab.

6 Selectanalarmtoaddamailnotificationevent.

7Right‐clickthealarmandselectEditSettings.

8 SelecttheActionstab.

9ClickAdd.

10 ChangethetypeoftheactiontoSendanotificationemail.

11 Setthevalueoftheactiontotheemailaddresstosendthenotificationto.

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SRMmonitorsandhandleschangestotheVirtualCenterServerattheprotectedand

recoverysites.

Thischapterincludesthefollowingtopics:

“ChangestoVirtualCenterServer”onpage 79

“ChangestoProtectedSites”onpage 79

“ChangestoRecoverySites”onpage 80

Changes to VirtualCenter Server

TheSRMserversdependontheavailabilityofcertaininventoryobjects,suchasvirtual

machinesandnetworks.ChangestotheVirtualCenterServerstatecanaffectSRM.

RenamingandrelocatingobjectsintheVirtualCenterServerinventorydoesnotaffect

SRMunlessitcausesresourcestobecomeinaccessibleduringtestorrecovery.

Changes to Protected Sites

SRMsupportsthefollowingchangesattheprotectedsitewithoutdisruption:

Modifyingprotectedvirtualmachineconfiguration,suchasadding,modifying,

removingdevices,orrelocatingvirtualmachines.

Changingavirtualmachine’smemorysizeontheprotectedsiteisnotreflectedon

therecoverysiteifthevirtualmachineisalreadyinaprotectiongroup.

Deletingprotectedvirtualmachines.

Deletinganobjectforwhichaninventorymappingexists.

Protected and Recovery

Site Changes 9

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80 VMware, Inc.

SRMrequiresreinstallationofSRMattheprotectedandrecoverysites:

TheVirtualCenterServerisreinstalledattheprotectedsite,reinitializingthe

VirtualCenterdatabase.

SRMisreinstalledattheprotectedsite,reinitializingtheSRMdatabase.

Changes to Recovery Sites

SRMsupportsthefollowingchangesattherecoverysitewithoutdisruption:

Deletingrecoveryvirtualmachines.

Movingrecoveryvirtualmachinestoadifferentfolder,resourcepool,ornetwork.

Deletinganobjectforwhichaninventorymappingexists.

TheVirtualCenterServerisreinstalledattherecoverysite(re‐initializingthe

VirtualCenterdatabase).

SRMrequiresreinstallationofSRMattheprotectedandrecoverysitesifSRMis

reinstalledattherecoverysite(reinitializingtheSRMdatabase).

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Thefollowingisachecklisttohelpensurethatyourstorageplatformsarereadyfor

integrationwithSRM.

Preinstallation Checklist A

Description Protected Recovery

DownloadtheSRMsoftware,StorageReplicationAdapter(SRA),

andproductinformationfromtheVMwareWebsite.

EnsurethatasupportedreleaseofMicrosoftSQLServerorOracle

Databaseserverisconfiguredandreadyforuse.

CreateadatabaseinstanceforVirtualCenterServer.

CreateadatabaseuserfortheVirtualCenterinstancewith

db ownerandcreatetableprivileges.

CreateaDSNfortheVirtualCenterdatabase.

EnsurethatacompatibleversionofVirtualCenterServeris

installedandreadyforuse.

UsetheVIClienttosetupaccesstotheVirtualCenterServer.

EnsurethatasupportedversionofESXisinstalledandintegrated

intoVirtualCenter.TheESXmusthaveaccesstoaLUNonaSAN

thatisconfiguredasaVMFSdatastoreandissetupfordata

replicationtoacorrespondingSANintherecoverysite.

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CreateadatabaseinstanceforSRM.

Createadatabaseuser,withappropriateprivileges,fortheSRM

databaseinstance.

CreateaDSNfortheSRMdatabase.

IdentifyaphysicalorvirtualsystemonwhichtoinstallSRM.

InstalltheSRAfromyourarrayproviderontheSRMhost.

Description Protected Recovery

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Usethefollowingchecklisttotrackthefailbackstepsasyoucompletethem.

Failback Checklist B

Prepare for failback

_____ SiteBPowerdowntheprotectedvirtualmachines.

_____ SiteBCreatealistoftheprotectedvirtualmachinesthatwererecoveredto

SiteB.

_____ SiteBCleanupthedirectoryatSiteBthatcontainedthevirtualmachine

configurationfilescreatedwhenyouassignedtheprotectedmachines

toaprotectiongrouponSiteA.

Complete a storage configuration change so that the source LUN is now Site B

_____ Storage Workwithyourstorageteamtocompleteastorageconfiguration

changesothatthesourceLUNisnowassociatedwithSiteBandthe

targetLUNisassociatedwithSiteA.

Remove out-of-date protected virtual machines from inventory on Site A

_____ SiteARescanthehostbusadapters(HBAs)onallthehosts.

_____ SiteAConnecttotheVirtualCenterinstanceatSiteAanddeletetheoriginal

protectiongroup(PG2).

_____ SiteARemovealltheprotectedvirtualmachinesthatwererecoveredtoSite

BfromtheinventoryatSiteA.

Failback from Site B to Site A

_____ SiteBCompletetheArrayManagerconfigurationwizardatSiteB,which

nowhasthesourceLUNconfiguredatSiteBandthetargetLUN

configuredatSiteA.

_____ SiteBConfiguretheinventorypreferencesatSiteB.Thesearetheinventory

preferencesthatareassignedtotheprotectedvirtualmachineswhen

theyarerestartedatSiteAafterthefailback.

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_____ SiteBConnecttotheVirtualCenterinstanceatSiteBandconfigurePG2.

_____ SiteAConnecttotheVirtualCenterinstanceatSiteAandconfigureRP2.

_____ SiteAPerformarecoveryagainstRP2.

Prepare Site A for failover in case of a second disaster

_____ SiteAShutdowntheprotectedvirtualmachinesatSiteAthatwerefailed

backfromSiteBinthepreviousstep.

_____ SiteACleanupthedirectoryatSiteAthatcontainedthevirtualmachine

configurationfilescreatedduringprotectiongroupcreationatSiteB.

Complete a storage configuration change so the source LUN is now Site A

_____ Storage Workwithyourstorageteamtocompleteasecondstorage

configurationchangesothatthesourceLUNisassociatedwithSiteA

again,andthetargetLUNandcloneLUNareassociatedwithSiteB.

Prepare Site B for failover in case of a second disaster

_____ SiteBRescanthehostbusadapters(HBAs)onallthehosts.

_____ SiteBConnecttotheVirtualCenterinstanceatSiteBanddeletePG2.

_____ SiteBConnecttotheVirtualCenterinstanceatSiteBandremoveallthe

protectedvirtualmachinesatSiteB.Thesevirtualmachineswere

recoveredtoSiteA.

_____ SiteACreatePG3atSiteAfortheprotectedvirtualmachines.

_____ SiteBReassociatePG3(fromstep18atSiteA)withRP1atSiteB.

_____ SiteBPerformatestfailoveragainstRP1tomakesurethatSiteAis

protectedagain.

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Thesrm-configcommandconfiguresthenetworkconnectionbetweenanSRMserver

andtheVirtualCenterServerthatsupportsit.Anadministratorcanusethiscommand

torepairanSRMserverconnectionwheneithertheVirtualCenterServerortheSRM

serverIPaddresshaschanged,orwhentheuserIDorpasswordusedfor

credential‐basedauthenticationchanges.

Repair a connection after an SRM server IP address change

1LogintotheSRMserverhostandstartaWindowscommandshell.

2OpenC:\Program Files\VMware\VMware Site Recovery

Manager\config\extension.xmlfileinatexteditor.

3Intheopenfile,locatethe<url>tagandchangeitscontentstothenewIPaddress

andportoftheSRMserver:

Use the srm-config

command to repair an SRM

server connection C

NOTEAfteryouhavecompletedanyoftheproceduresdescribedhere,youmust

reconfiguresitepairingasdescribedin“ConnectingtheProtectedandRecoverySites”

onpage 34.

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4 ChangedirectorytoC:\Program Files\VMware\VMware Site Recovery

Manager\bin.

5Runthefollowingcommandtoupdatetheextensionregistration:

C:\Program Files\VMware\VMware Site Recovery Manager\bin>srm-config.exe

-cmd updateext -cfg ..\config\vmware-dr.xml -extcfg

..\config\extension.xml

Repair a connection after a Virtual Center server IP address change

1LogintotheSRMserverhostandstartaWindowscommandshell.

2 ChangedirectorytoC:\Program Files\VMware\VMware Site Recovery

Manager\bin.

3Runthefollowingcommand,where<vc‐ip‐addr>istheIPaddressoftheVirtual

Centerhost:

C:\Program Files\VMware\VMware Site Recovery Manager\bin>srm-config.exe

-cmd updatevc -cfg ..\config\vmware-dr.xml -vc <vc-ip-addr>

Ifthatcommandreturnsanerrorindicatingthatthecertificateisnottrusted,run

thefollowingcommand,where<vc‐ip‐addr>istheIPaddressoftheVirtualCenter

hostand<thumbprint‐string>isthethumbprintstringreturnedintheerror

message:

C:\Program Files\VMware\VMware Site Recovery Manager\bin>srm-config.exe

-cmd updatevc -cfg ..\config\vmware-dr.xml -vc <vc-ip-addr> -thumbprint

<thumbprint-string>

Reinitializing credential-based authentication after a user ID or password change

1LogintotheSRMserverhostandstartaWindowscommandshell.

2 ChangedirectorytoC:\ProgramFiles\VMware\VMwareSiteRecovery

Manager\bin

3RunthefollowingcommandtoupdatetheuserIDandpassword,supplyingthe

new<userID>onthecommandlineandthepasswordwhenprompted:

C:\Program Files\VMware\VMware Site Recovery Manager\bin>srm-config.exe

-cmd updateuser -cfg ..\config\vmware-dr.xml -u <userID>

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WhileSRMallowsyoutoreplicatetransientdatasuchasWindowspagingfilesor

virtualmachineswapfiles,suchdataneednotbereplicated.Preventingreplicationof

suchdataavoidsunnecessaryconsumptionofnetworkbandwidth.

Specify a Nonreplicated Datastore for Swapfiles

Everyvirtualmachinerequiresaswapfile,whichisnormallycreatedinthesame

datastoreastheothervirtualmachinefiles.WhenyouuseSRM,thisdatastoreis

replicated.Topreventswapfilesfrombeingreplicated,createthemonanonreplicated

datastore.Thisproceduremustbecarriedoutforallprotectedclusters,atboththe

protectedandrecoverysites.Formoreinformation,seetheVMwareInfrastructure

documentation.

To create swapfiles on a nonreplicated datastore (ESX 3.5)

1IntheVIClient,right‐clickanESXclusterandclickEditSettings.

2IntheSettingswindowforthecluster,clickSwapfileLocationandselectStorethe

swapfileinthedatastorespecifiedbythehost,thenclickOK.

3Foreachvirtualmachineinthecluster:

aClicktheConfigurationtab.

bClickEditontheSwapfilelocationline.

cIntheVirtualMachineSwapfileLocationwindow,selectanonreplicated

datastoreandclickOK.

Avoiding Replication of

Paging Files and Other

Transient Data D

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To create swapfiles on a nonreplicated datastore (ESX 3.0.2)

1Intheselectedcluster,pickavirtualmachineandshutitdown.

2Makeabackupcopyofthevirtualmachine’s.vmxfile.

3Editthe.vmxfiletochangethevalueofthesched.swap.dirparametertospecify

thepathnameofanonreplicateddatastoreattheprotectedsite.

Adatastorewiththispathnamemustalsoexistattherecoverysite.Ifitdoesnot,

thevirtualmachinecannotpoweronattherecoverysite.

4Editthevmxfiletoremovethesched.swap.derivedNameline.

5 Savethemodified.vmxfile.

6Poweronthevirtualmachine.

7Repeattheprocedureforeachvirtualmachineinthecluster.

Creating a Nonreplicated Virtual Disk for Paging File

Storage

Inthedefaultconfiguration,Windowscreatesitspagingfileonthesystemdisk

(typicallyC:).Pagingfilescreatedinthislocationarealwaysreplicatedwhenyouuse

areplicateddatastore.Youcanavoidreplicationofpagingfilesbycreatingavirtual

disk(.vmdkfile)onanonreplicateddatastoreand,oneachvirtualmachineina

protectiongroup,configuringWindowstocreateitspagingfileonthatdisk.SRM

detectsthatanyvirtualmachineconfiguredthiswaydependsonatleastone

nonreplicatedvirtualdisk(thepagingfiledisk)andremovesthatvirtualmachinefrom

itsprotectiongroup.Youmustexplicitlydesignateacopyofthatvirtualdiskfileatthe

recoverysitefortherecoveredvirtualmachinetouse.

Tosimplifytherepetitionofthisprocedureforeveryvirtualmachineinaprotection

group,youcancreateavirtualdiskfiletemplateandthencloneittoprovide

nonreplicatedpagingfiledisksforvirtualmachinesatbothsites.

To force virtual machines to use nonreplicated paging file storage

1Attheprotectedsite,createatemporaryvirtualmachine.

2Onthetemporaryvirtualmachine,createanewdisk.

Storethediskfileinalocationwhereyoutypicallystorevirtualmachinetemplates.

3Poweronthetemporaryvirtualmachine,thencreateandformatapartitiononthe

newdisk.

4Disconnectthenewdiskfromthetemporaryvirtualmachine.

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Appendix D Avoiding Replication of Paging Files and Other Transient Data

5Copythetemplatedisktoatemplatefolderattherecoverysite.

Youmustcopythe .vmdkfileanditsflatcounterpart(forexample,pagedisk.vmdk

andpagedisk-flat.vmdk).

6Attheprotectedsite,foreachvirtualmachineinaprotectiongroup:

aUsethevmkfstoolscommandtocreateacloneofthetemplatediskina

nonreplicateddatastore.

bUsetheVIClienttoconnectthecloneddisktothevirtualmachine.

cPoweronthevirtualmachineandassignadrivelettertothecloneddisk.

dConfigurethevirtualmachinetocreateitspagingfileontheclonedvirtual

disk.

eShutdownandre‐startthevirtualmachinesothatitwritesitspagingfileto

thenewlocation(ontheclonedvirtualdisk).

Youcandeletetheold,unusedpagingfilefromthesystemdisk.

fUsethevmkfstoolscommandtoclonethetemplateyoucopiedinStep 5toa

.vmdkfileonanonreplicateddatastoreattherecoverysite.

gUsetheVIClienttoviewtheprotectiongroupthatcontainsthevirtual

machine.

Becausethevirtualmachineusesanonreplicateddiskforitspagingfile,SRM

notifiesyouthatthevirtualmachineusesoneormoredevicesthatdonothave

filebackingsonareplicatedLUN.Itthenremovesthevirtualmachinefrom

theprotectiongroupuntilyouresolvethisconfigurationproblem.

hIntheVIClient,usetheConfigureStorageforthisVMpagetoassignstorage

forthepagingfiledisktothe.vmdkfileyouclonedinStep f.

Afteryouconfigurethevirtualmachinetousethenonreplicateddiskatthe

protectedsite,SRMconsidersthevirtualmachine’sstoragetobeconfigured

andreturnsittotheprotectiongroup.

Afterthechangesyoumadeattheprotectedsitearereplicatedtotherecoverysite,you

canrunatestoftherecoveryplantoverifythattherecoveredvirtualmachinesare

usingthenonreplicatedpagingfile.

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array‐basedreplication

Replicationofvirtualmachinesthatismanagedandrunbythestoragesubsystem

itselfratherthanfrominsidethevirtualmachines,thevmkernel,ortheservice

console.

failback

Theprocessofrestoringasystemtoitsoriginalstate,followingasystemfailure

thatautomaticallyswitchedthecomputerserver,system,ornetworktoastandby

server,systemornetwork.

failover

Eventthatoccurswhentherecoverysitetakesoveroperationinplaceofthe

protectedsiteafterthedeclarationofadisaster.

inventorymapping

Mappingbetweenresourcepools,networks,andvirtualmachinefoldersonthe

protectedsiteandtheirdestinationcounterpartsontherecoverysite.

LUN(logicalunitnumber)

Anidentifierforadiskvolumeinastoragearray.

protectedsite

Thedatacenterthatcontainsthevirtualmachinesforwhichdataisbeing

replicatedtotherecoverysite.

protectiongroup

Agroupofvirtualmachinesthatarefailedovertogetherduringtestandrecovery.

Glossary

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92 VMware, Inc.

recoveryplan

Thenecessarystepstorecoverprotectedvirtualmachinesintheirassigned

protectiongroupsaccordingtoanorderofprioritydefinedintheplan.

recoverysite

Thedatacenterthatcontainstherecoveryvirtualmachinesperformingworkwhile

theprotectedsiteisunavailable.

recoveryvirtualmachine

Aplaceholderthatrepresentsaprotectedvirtualmachinerepresentingthevirtual

machinesreplicatedfromtheprotectedsite.

storagereplicationadapter(SRA)

Softwarethatstoragevendorsprovidethatensuresintegrationofstoragedevices

withSiteRecoveryManager.Thesevendor‐specificscriptssupportarray

discovery,replicatedLUNdiscovery,testfailover,andactualfailover.

storagearray

Astoragesystemthatcontainsmultiplediskdrives.

VMware, Inc. 93VMware, Inc. 93

Index

alarms

defined 75

defining message addressing

information 78

editing 77

events that trigger 76

notification 75

prerequisites for editing 76

prerequisites for email message

SMTP notification 78

API listener ports

HTTP 30

SOAP 30

array managers

repairing 47

array scripts 43

authentication

see secure connection 34

batch file 52

checklists

failback 83

pre-installation 81

clones 20

masking of 20

command steps

prerequisites for adding 52

purpose of 52

configuration

inventory preferences 47

prerequisites for virtual machine pro-

tection properties 50

protected site 43

recovery site 59

requirements for VMware

Infrastructure 44

connecting protected and recovery sites

see pairing 34

customization specifications 67

creating 67

importing 68

database requirements

Oracle Server 23

databases

Oracle 11

SQL 11

DataSourceName (DSN) 30

datastore

meta data 49

datastore groups

and protection groups 13

directory cleanup during failback 71, 73

disaster

definition of 9

DNS updates 74

export formats (for recovery plans) 61

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failback

change source LUN to site A 73

change source LUN to site B 71

checklist 83

directory cleanup 71, 73

failing back from recovery to protect-

ed site 72

managing 69

prepare Site A for another

failover 73

prepare Site B for another

failover 74

preparing for 71

scenario 69

features of SRM 10

CPU and memory quality 11

instant updates 11

leveraged storage 10

monitoring and alerts 11

network reconfiguration 10

non-disruptive tests 10

predictable management 11

prepared response 10

host bus adapters (HBAs) 72, 74

host system requirements 20

HTTP port 30

installation

array requirements for 20

operating systems required for

SRM 20

operating systems required for SRM

plug-in 21

prerequisites 28

procedure 28, 31

procedure for SRM plug-in 32

VMware Infrastructure requirements

for 19

inventory mapping

how used 17

inventory preferences

configuring 47

prerequisites for configuring 47

purpose of 47

licensing

finding more information 24

license server 24

SiteRecoveryManager.lic file 24

VMware License Server Tools 25

listener ports

HTTP 30

SOAP 30

LUN

clone 73

masking and zoning 20

replication verification 13

source LUN 71

target LUN 71

maximums

number of connections 30

response time for virtual

machines 61

message steps

prerequisites for adding 52

purpose of 52

meta data 49

Microsoft .NET 2.0 Framework 21

notification 75

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Index

operating system

pairing 74

prerequisites for 34

protected and recovery sites 34

PKCS#12 certificate file 29

placeholder virtual machine

purpose of 49

poweron categorization

High, Normal, Low, or No 60

pre-installation checklist 81

protected and recovery sites

setting up 15, 16

protected site

disruptive modifications 80

non-disruptive modifications 79

protection groups 13

and datastore groups 13

creating 48

defined 16, 48

on protected sites 16

prerequisites for creating 48

recovery plan

creating 60

defined 16, 59

editing 62

export formats 61, 66

exporting 66, 67

prerequisites for creating 60

prerequisites for removing 64

prerequisites for running actual 64

prerequisites for testing 63

removing 65

running actual 64, 72

testing 63, 72

viewing 66

viewing details 61

viewing history 67

recovery site

disruptive modifications 80

non-disruptive modifications 80

scripts

alarm notification 77

running batch file 53

running DOS command 53

secure connection

certificate based 34

credential based 34

SMTP port 78

SMTP server 78

snapshots 20

masking of 20

SNMP trap 77

SOAP

port 30

SRM

environment 12

installation process 15

requirements for using 11

SRM architecture components

ESX server 12

license server 12

Oracle or SQL database 12

SAN 13

SRM Server 12

VirtualCenter Server 12

VMware File System (VMFS) 13

SRM Bulk Insert feature 23

default file location 23

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storage replication adapters 20, 43

suspending virtual machines 60

system requirements 20

trigger events for alarms 76

trusted certificate 34

VI Client

logging into SRM from 33

using to manage SRM 33

Virtual Machine File System (VMFS) 13

virtual machines 16

configuring 17, 65

customization settings 67

mapping preferences 16

poweron categorization 60

prerequisites for configuring 65

prioritizing for restart after

recovery 16

removing from protected site

inventory 72

suspending non-critical 60

VMware Infrastructure

auditability 10

change control 10

Distributed Resource Scheduler 10

encapsulation 9

hardware independence 10

hardware re-purposing 10

how it supports SRM 9

resource pools 10

shared storage 9

VLANs and SRM testing 10

Vmware Site Recovery Manager Administration Guide V Center 1.0 Srm 10 Admin

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