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SiteRecovery Manager 4.0

Evaluators GuideE V A L UA TO R ' S G U I D E

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Table of Contents

Getting Started 3

About VMware vCenter Site Recovery Manager 3

About This Guide 3

Intended Audience 3

Assumptions 3

Disaster Recovery (DR), vSphere, vCenter, and Site Recovery Manager

Abbreviations 4

Disaster Recovery (DR) and Site Recovery Manager Terminology 4

What Will Be Covered 5

VMware vCenter Site Recovery Manager Evaluation Worksheet 7

Help and Support During Evaluation 8

VMware Contact Inormation 9

Providing Feedback 9

Overview o VMware vCenter Site Recovery Manager 9

1. Site Recovery Manager Recovery Workow 12

1.1. vSphere Linked Mode 12

1.2. Switch Between Protected Site and Recovery Site in vSphere Client 13

1.3. Replicated Storage Support (iSCSI/FC/NFS) 13

1.4. Planning or BC/DR when using Site Recovery Manager 13

1.5. Exercise: Setup Recovery Workow 14

2. Site Recovery Manager Alarms and Site Status Monitoring 36

2.1. Exercise: Confgure Site Recovery Manager Alarms 37

3. Site Recovery Manager Roles and Privileges 39

3.1. Exercise: Create a Site Recovery Manager Custom Role 41

4. Site Recovery Manager Advanced Settings 43

4.1. Optional Exercise: Change Advanced Settings 43

5. Failover rom Protected Site to Recovery Site 45

6. Failback rom Recovery Site to Protected Site 47

7. Shared Recovery Site 57

7.1. Use Cases o Shared Recovery Site 59

7.2. Optional Exercise: Confguring Shared Recovery Site 60

8. Conclusion 64

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Getting Started

AboutVMwarevCenterSiteRecoveryManager

VMwarevCenterSiteRecoveryManager0isanextensiontoVMwarevCenterprovidingdisaster

recoverycapabilitiestoVMwarecustomersItenablesintegrationwitharray-basedreplicationdiscoveryand

managementoreplicateddatastoresandautomatedmigrationoinventoryromoneVMwarevCenterto

anotherSiteRecoveryManagerServerscoordinatetheoperationsothereplicatedstoragearraysandVMware

vCenterServersatthetwositessothatasvirtualmachinesatonesite(theprotectedsite)areshutdown

virtualmachinesattheothersite(therecoverysite)startupandusingthedatareplicatedromtheprotected

siteassumeresponsibilityorprovidingthesameservicesMigrationoprotectedinventoryandservicesrom

onesitetotheotheriscontrolledbyarecoveryplanthatspeciestheorderinwhichvirtualmachinesare

shutdownandstarteduptheresourcepoolsthattheyareallocatedandthenetworkstheycanaccessSite

RecoveryManagerenablesyoutotestarecoveryplanusingatemporarycopyothereplicateddatainaway

thatdoesnotdisruptongoingoperationsateithersite

SiteRecoveryManagerrunsontheVMwarevSphereplatormextendingtheeaturesettoinclude

supportorNFSstoragereplicationprotectionormultiplesitesbyonesharedrecoverysiteandotherautomationimprovements

AboutThisGuide

Thepurposeothisguideistosupportasel-guidedhands-onevaluationoVMwarevCenterSiteRecovery

ManagerbyITproessionalswhoarelookingtoautomatetheirdisasterrecoveryplansbySiteRecovery

ManagerintheirVMwarevSphereenvironment

IntendedAudience

TheSiteRecoveryManager0EvaluatorsGuideisintendedtoprovideSiteRecoveryManagercustomersand

evaluatorsaguidethatwalksthemthroughtheSiteRecoveryManagerworkfowthathastobecompletedtoallow

orthesuccessulandautomatedserviceailoverromthedesignatedSiteRecoveryManagerprotectedsitetothe

designatedSiteRecoveryManagerrecoverysiteItalsoprovidesanoverviewthatincludestheconsiderationsand

guidancetoexecuteaailbackoservicesromtherecoverysitebacktothesitethatwasoriginallydesignatedastheSiteRecoveryManagerprotectedsiteInadditionthisguidecoversthenewSiteRecoveryManagereatures

VMwarevSpheresupportNFSsupportandsharedrecoverysiteEvaluatorscanworkthroughtheexercises

providedinthisguidetogainarst-handexperienceonoperatingthecoreandneweatures

Assumptions

Tosuccessullyusethisguideitisassumedthat

VMwareESX/ESXiServerhasbeeninstalledonthephysicalserversdesignatedforthisevaluation.

VMwarevCenterServer4.0andVMwarevSphereClient4.0havebeeninstalledineachoftheSiteRecovery

ManagerprotectedandrecoverysitestomanagetheESXServerhosts.

AmultisiteSAN/NFSinfrastructureisinplace,andsetuptoreplicatedesignatedVMFS/NFSdatastores

betweentheSiteRecoveryManagerprotectedandrecoverysitesThevirtualmachinesthathavebeenselectedtobeprotectedvirtualmachinesfortheSiteRecoveryManager

evaluationhavebeenmovedontothedesignatedreplicateddatastoresVirtualmachinesthathavenotbeen

selectedtobeprotectedvirtualmachinesortheevaluationshouldbemovedtonon-replicateddatastores

YoucanuseVMwareStoragevMotiontocompletethemovewithzerodowntime

ThebasicinstallationofSiteRecoveryManagerserverintheSiteRecoveryManagerprotectedandrecovery

siteshasbeencompleted

StorageReplicationAdaptors(SRAs)havebeeninstalledatprotectedandrecoverysites.

1Site Recovery Manager 1.0 supports iSCSI and FC storage. Starting SRM 4.0, NFS is also supported.

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VMwarevCenterSiteRecoveryManagerPlug-InhasbeeninstalledandenabledonthevSphereClient

instancesthatwillbeusedtoaccesstheSiteRecoveryManagerprotectedandrecoverysites

Fordetailedinormationregardinginstallationcongurationad ministrationandusageoVMwarevSphere

andvCenterSiteRecoveryManagerpleasereertotheonlinedocumentation

VMwarevSphere:http://wwwvmwarecom/support/pubs/vs_pubshtml

VMwarevCenterSiteRecoveryManager:http://wwwvmwarecom/products/srm/resourcehtml

DisasterRecovery(DR),vSphere,vCenter,andSiteRecoveryManagerAbbreviations

TheollowingDRvSphereandvCenterabbreviationsareusedthroughoutthisevaluatorguide

ABBREVIATION DESCRIPTION

BC/DR BusinessContinuityandDisasterRecovery

VM Virtualmachinesonamanagedhost

RP vCenterResourcePool

VMFS VirtualMachineFileSystem

SAN Storageareanetworktypedatastoresharedbetweenmanagedhosts

NFS NetworkFileSystem

DisasterRecovery(DR)andSiteRecoveryManagerTerminology

TheollowingDRandSiteRecoveryManagerterminologyisusedthroughoutthisguide

DR AND SRM

TERMINOLOGYDESCRIPTION

Array-basedreplication Replicationovirtualmachinesthatismanagedandexecutedbythestorage

subsystemitselratherthanrominsidethevirtualmachinesthevmkernelor

theServiceConsole

Logicalunitnumber

(LUN)

ReferstoasingleSCSIstoragedeviceontheSANthatcanbemappedtoone

ormoreESXServers.

Failover Eventthatoccurswhentherecoverysitetakesoveroperationinplaceothe

protectedsiteaterthedeclarationoadisaster

Failback ReversaloailoverreturningIToperationstotheprimarysite

Datastore Storageorthemanagedhost

Host vCentermanagedhosts

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DR AND SRM

TERMINOLOGYDESCRIPTION

SRMServer ShortormorVMwarevCenterSiteRecoveryManagerServerSRMServer

extendsVMwarevCentertoprovidedisasterrecoverycapabilitiesorVMware

customersItenablesintegrationwitharray-basedreplicationdiscoveryand

managementoreplicateddatastoresandautomatedmigrationoVMware

inventoryromonevCentertoanother

ProtectedVM AVMthatisprotectedbySRManditislocatedonareplicateddatastore.

Un-protectedVM AVMthatisnotprotectedbySRManditislocatedonanonreplicated

datastore

Protectedsite ThesitethatcontainstheprotectedVMs

Recoverysite ThesitethatcontainsthereplicatedprotectedVMsromtheprotectedsite

Datastoregroup ReplicateddatastorescontainingcompletesetsoprotectedVM

Protectiongroup AgroupofVMsthatwillbefailedovertogethertotherecoverysiteduring

testorrecovery

StorageReplication

Adapter(SRA)

EnablesSRMtointeractwithastoragearray

PlaceholderVM AnartifactintherecoverysitevCenterinventorythatrepresentsaprotected

VMromtheprotectedsitevCenter

Inventorymappings Associationsbetweenresourcepools,VMfolders,networksattheprotected

siteandtheirdestinationcounterpartsattherecoverysite

Recoveryplan Containsthecompletesetostepsneededtorecover(ortestrecoveryo)

theprotectedVMsinoneormoreprotectiongroups

WhatWillBeCovered

ThisguideprovidesyouwithanoverviewotheSiteRecoveryManagereaturesandcapabilities

1. Site Recovery Manager Recovery Workfow

Site Recovery Manager Alarms and Site Status Monitoring

Site Recovery Manager Roles and Privileges

Site Recovery Manager Advanced Settings

Failover from Protected Site to Recovery Site

Failback from Recovery Site to Protected Site

7. Shared Recovery Site

Notethatvirtualmachinesthatareaddedormovedtoareplicateddatastoreatertheprotectiongrouphasbeenaddedwillneedtobeconguredorprotectionexplicitly

Notethatmigratingapreviouslyprotectedvirtualmachinetoanon-replicateddatastoredoesnotautomaticallyremoveprotectionExplicitcongurationisneeded

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ItishighlyrecommendedthatyouworkthroughtheexercisesinthesectiontoexperiencetheSiteRecovery

Managereaturesandcapabilitiesrst-handForchangingadvancedsetting,ailover,ailback andshared

recoverysiteyoucansimplyreadthroughthedetailsprovidedinthecorrespondingsectionslistedabovei

youdecidenottogothroughtherealoperationsTheexercisesinclude

CATEGORY FEATURES WHAT WILL BE COVEREDTIME

ESTIMATES 4

SRMRecovery

Workow

Recovery

Workow

Automation

SetupRecoveryWorkfow

1. Set up site-pairing

Set up Array Managers for the

replicated datastore

3. Set up inventory mappings

4. Set up protection group

5. Set up recovery plan

Congure IP customization

7. Trigger a test recovery

0minutes

SRMAlarms Congureaction

oraSRMAlarm

CongureactionoralarmRemote

SiteDown

1. Congure alarm action to send out

notication email.

0minutes

SRMRoles CustomRole

Creation

CreateaSRMCustomRole

1. Create a SRM custom role with

SRM specic privileges.

0minutes

SRMAdvancedSettings

(Optional)

ChangeAdvancedSettings

ChangeAdvancedSettings(Exerciseisoptional)

1. Change one o the advanced

settings eg SanProvider

CommandTimeout.

0minutes

SRMailover

romProtected

SitetoRecovery

Site(Optional)

Failover Detailsoailoveroperations

(Exerciseisoptional)

0minutes

SRMailover

romRecovery

SitetoProtectedSite(Optional)

Failover Detailsoailbackoperations

(Exerciseisoptional)

0minutes

4 NotethattherealtimespentoneachexerciseisdependentonthespecicsoyourenvironmentThesearetimeestimatesthatwere

gatheredromworkinginthistestenvironmentthathasasmallnumberovirtualmachines

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CATEGORY FEATURES WHAT WILL BE COVEREDTIME

ESTIMATES 4

SharedRecovery

Site(Optional)

CongureShared

RecoverySite

Protect2sitesbyasharedrecoverysite

(Exerciseisoptional)

Pre-requisite:Twoprotectedsiteswith

separatevCenterserversonerecovery

sitewithanothervCenterserver

1. Install a SRM instance using

a custom switch on both the

protected and recovery sites with

custom SRM plug-in ID and same

authentication method.

Pair sites

3. Install a SRM instance on another

protected site and another SRM

instance on the recovery site.

Repeat the procedures in step 1

and step 2.

0minutes

VMwarevCenterSiteRecoveryManagerEvaluationWorksheet

Youcanusetheworksheetbelowtoorganizeyourevaluationprocess

HARDWARE CHECKLIST

PhysicalServers

SOFTWARE CHECKLIST

VMwarevSphereESX/ESXiServer

VMwarevCenterServer

(andassociateddatabase)

VMwarevSphereClient

VMwarevCenterSiteRecovery

ManagerServer(andassociated

database)

VMwarevCenterSiteRecovery

ManagerPlug-In

StorageReplicationAdaptor(SRA)-

Storagevendorspecic

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AfteryouhavesuccessfullyinstalledtheVMwarevSphereandvCenterSiteRecoveryManagersoftware

componentsonyourhardwareyoucanproceedtoperormtheevaluationoVMwarevCenterSiteRecovery

ManagerForeachscenarioyoucanusethecorrespondingchecklistbelowtoensurethatyouareollowing

thepropersequence.

EVALUATION EXERCISES

SRMRecoveryWorkfow

SRMRolesandPrivileges

SRMAlarmsandSiteStatusMonitoring

SRMAdvancedSettings(Optional)

FailoverfromProtectedSitetoRecoverySite

(Optional)

FailbackfromRecoverySitetoProtectedSite

(Optional)

SharedRecoverySite(Optional)

HelpandSupportDuringEvaluation

ThisguideisintendedtoprovideanoverviewofthestepsrequiredtoensureasuccessfulevaluationofVMware

vCenterSiteRecoveryManager.Itisnotmeanttosubstituteproductdocumentation.Pleaserefertotheonline

productdocumentationorSiteRecoveryManagerormoredeta iledinormation(Seebeloworlinks)You

mayalsoconsulttheonlineKnowledgeBaseifyouhaveanyadditionalquestions.Shouldyourequirefurther

assistancepleasecontactaVMwaresalesrepresentativeorchannelpartner

VMwarevCenterSiteRecoveryManagerResources

ProductResources:http://wwwvmwarecom/products/srm/resourcehtml

ProductCommunity: http://wwwvmwarecom/products/srm/communityhtml

VMwarevCenterSiteRecoveryManagerAdministratorsGuide: http://wwwvmwarecom/pd/srm-adminpd

AutomatingNetworkSettingChangesandDNSUpdatesonRecoverySiteUsingVMwarevCenterSiteR ecovery

Manager:http://viopsvmwarecom/home/docs/DOC-11

AddingaDNSUpdateSteptoaRecoveryPlan: http://wwwvmwarecom/pd/srm_dns_updaterpd

InstallingConguringandUsingSharedRecoverySiteSupport

http://wwwvmwarecom/pd/srm_shared_recoverypd

VMwarevCenterSiteRecoveryManagerCompatibilityMatrixeshttp://wwwvmwarecom/pd/srm_compat_matrix__pd

VMwarevSphereandvCenterResource s

ProductDocumentation:http://wwwvmwarecom/support/pubs/

vSphereBasicSystemAdministration Guide:

http://wwwvmwarecom/pd/vsphere/r /vsp__admin_guidepd

OnlineSupport:http://wwwvmwarecom/support/

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SupportOerings:http://wwwvmwarecom/support/services

EducationServiceshttp://mylearn1vmwarecom/mgrreg/indexcm

SupportKnowledgeBasehttp://kbvmwarecom

VMwareContactInormation

ForadditionalinormationortopurchaseVMwarevSphereandVMwarevCenterSiteRecoveryManager

VMwaresglobalnetworkosolutionprovidersarereadytoassistyouIyouwouldliketocontactVMware

directly,youcanreachasalesrepresentativeat1-877-4VMWARE(650-475-5000outsideNorthAmerica)or

emailsales@vmwarecom Whenemailingpleaseincludethestatecountryandcompanynameromwhich

youareinquiring.Youcanalsovisit: http://wwwvmwarecom/vmwarestore/

ProvidingFeedback

YoureedbackisappreciatedonthematerialincludedinthisguideInparticularanyguidanceontheollowing

topicswouldbeextremelyhelpul

Howusefulwastheinformationinthisguide?

Whatotherspecictopicswouldyouliketoseecovered?

Overall,howwouldyouratethisguide?

Pleasesendyourfeedbacktothefollowingaddress: tmdoceedback@vmwarecom withVMwarevCenterSite

RecoveryManager0EvaluatorsGuideinthesubjectlineThankyouoryourhelpinmakingtheseguidesa

valuableresource

Overview o VMware vCenter SiteRecovery Manager

VMwarevCenterSiteRecoveryManagerprovidesbusinesscontinuityanddisasterrecoveryprotectionor

virtualenvironments.Protectioncanextendfromindividualreplicateddatastorestoanentirevirtualsite.

VMwaresvirtualizationofthedatacenteroersadvantagesthatcanbeappliedtobusinesscontinuityand

disasterrecoveryincluding

Theentirestateofavirtualmachine(memory,diskimages,I/O,anddevicestate)isencapsulated.

EncapsulationenablesthestateoavirtualmachinetobesavedtoaleSavingthestateoavirtualmachine

toaleallowsthetranseroanentirevirtualmachinetoanotherhost

Hardwareindependenceeliminatestheneedforacompletereplicationofhardwareattherecoverysite.

HardwarerunningESXatonesitecanprovidebusinesscontinuityanddisasterrecoveryprotectionfor

hardwarerunningESXatanothersite.Thiseliminatesthecostofpurchasingandmaintainingasystemthat

sitsidleuntildisasterstrikes

Hardwareindependenceallowsanimageofthesystemattheprotectedsitetobootfromdiskattherecoverysiteinminutesorhoursinsteadodays

SiteRecoveryManagerleveragesarray-basedreplicationbetweenaprotectedsiteandarecoverysiteThe

workfowthatisbuiltintoSiteRecoveryManagerautomaticallydiscoverswhichdatastoresaresetupor

replicationbetweentheprotectedandrecoverysitesSiteRecoveryManagercanbeconguredtosupport

bi-directionalprotectionbetweentwosites

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SiteRecoveryManagerprovidesprotectionortheoperatingsystemsandapplicationsencapsulatedbythe

virtualmachinesrunningonESX.ASiteRecoveryManagerservermustbeinstalledattheprotectedsiteand

attherecoverysiteTheprotectedandrecoverysitesmusteachbemanagedbytheirownvCenterServerThe

SiteRecoveryManagerserverusestheextensibilityothevCenterServertoprovide

Accesscontrol

Authorization

Customevents

Event-triggeredalarms

SiteRecoveryManagerPrerequisites

SiteRecoveryManagerhasthefollowingprerequisites:

AvCenterserverinstalledattheprotectedsite.

AvCenterserverinstalledattherecoverysite.

Pre-conguredarray-basedreplicationbetweentheprotectedsiteandtherecoverysite.

NetworkcongurationthatallowsTCPconnectivitybetweenSiteRecoveryManagerservers

andvCenterservers

AnOracleorSQLServerdatabasethatusesODBCforconnectivityintheprotectedsiteandin

therecoverysite

ASiteRecoveryManagerlicenseinstalledattheprotectedsiteandtherecoverysite.

SiteRecoveryManagerCongurationandProtection

TheollowingworkfowsortheprotectedandrecoverysitesaccomplishsetupandcongurationSiteRecovery

ManagerisinstalledasapluginintoaVMwarevSphereClientSiteRecoveryManagerusestheVMware

vSphereClientastheUserInterace(UI)TheSiteRecoveryManagerUIisaccessedbyclickingontheSite

RecoveryicononthevSphereClientHomepageandisusedorthesetupotheSiteRecoveryManager

workfowsrecoveryplantestingaswellasservicesailoverromtheprotectedsitetotherecoverysite

Itisimportanttocompletetheworkfowsintheordertheyarepresentedinthisguide

Therecoverysitecongurationworkfowinvolvestheollowingactivities

TheuserinstallstheSiteRecoveryManagerserver.

TheuserinstallstheSRAandrestartsSiteRecoveryManagerservice.

TheuserinstallstheSiteRecoveryManagerpluginintothevSphereClient.

Theprotectionsitecongurationworkfowinvolvestheollowingactivities

TheuserinstallstheSiteRecoveryManagerserver.

TheuserinstallstheSRAandrestartsSiteRecoveryManagerservice.

IfadierentVMwarevSphereClientisusedtoaccesstheprotectedandrecoverysites,theuserinstallsthe

SiteRecoveryManagerpluginintotheVMwarevSphereClient.Otherwisethisactivitycanbeskipped.

SecuritycerticatesareestablishedbetweentheSiteRecoveryManagerserversandtheVMware

vCenterservers

TheuserpairstheSiteRecoveryManagerserversattheprotectedandrecoverysites.

SiteRecoveryManageridentiesavailablearraysandreplicateddatastoresanddeterminesthe

datastoregroups

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Theprotectionsiteprotectionworkfowinvolvestheollowingactivities

UsingtheInventoryMappinginterface,theusermapsthenetworks,resourcepools,andvirtualmachine

oldersintheprotectedsitetotheircounterpartsintherecoverysite

TheusercreatesprotectiongroupsfromthedatastoregroupsdiscoveredbySiteRecoveryManager.

Foreachprotectedvirtualmachine,theusercanoverridedefaultvalues.

Therecoverysiteprotectionworkfowinvolvestheollowingactivities

Theusercreatestherecoveryplan.

SiteRecoveryManagercreatestherecoveryplansteps.

Optionallytheuserhastheabilitytocustomizetherecoveryplan.

FailoverandTesting

SiteRecoveryManagerautomatesmanyofthetasksrequiredatfailover.Withthepushofonebutton,Site

RecoveryManager

Shutsdowntheprotectedvirtualmachinesifthereisconnectivitybetweensitesandtheyareonline.

SuspendsdatareplicationandRead/Writeenablethereplicadevices.

Re-scanstheESXservers5attherecoverysitetondiSCSIandFCdevicesandmountsreplicaso

NFSvolumes

Registersthereplicatedvirtualmachines.

Suspendsnon-essentialvirtualmachinesattherecoverysiteifspeciedtofreeupresourcesforthe

protectedvirtualmachinesbeingailedover

Completespower-upofreplicatedprotectedvirtualmachinesinaccordancewiththerecoveryplan.

Providesareportoffailoverresults.

SiteRecoveryManagerdoesnotrequireproductionsystemdowntimetoruntests.ThismeansyoucantestotentoensurethatyouareprotectedincaseoadisasterFortestingSiteRecoveryManager

Createsatestenvironmentthatincludesnetworkandstorageinfrastructurethatisisolatedfromthe

productionenvironment

Re-scanstheESXservers5attherecoverysitetondiSCSIandFCdevicesandmountsreplicasoNFS

volumes

Registersthereplicatedvirtualmachines.

Suspendsnon-essentialvirtualmachinesattherecoverysiteifspeciedtofreeupresourcesforthe

protectedvirtualmachinesbeingailedover

Completespower-upofreplicatedprotectedvirtualmachinesinaccordancewiththerecoveryplan.

ResetseverythinginpreparationforafailoverornextscheduledSiteRecoveryManagerTest.

Providesareportoftestresults.

5SRM does not perorm the rescan i the replicated store is NFS based.

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1. Site Recovery Manager Recovery Workfow

vSphereLinkedMode

SiteRecoveryManager0isullycompatiblewithVMwarevSphereMultipleVMwarevCenterServerscan

bejoinedtogetherusingLinkedModetoallowthemtobemanagedusingasingleVMwarevSphereClient

connectionTakingadvantageoVMwarevSphereLinkedModeyoucanviewthevirtualinventoriesoboth

theprotectedandtherecoverysiteinasinglepaneoglassSeeFigure1ReertotheVMwarevSphereBasic

SystemAdministrationGuide( http://wwwvmwarecom/pd/vsphere/r/vsp__admin_guidepd)or

moreinormationaboutvSphereLinkedMode

Figure 1. InventoryViewinvSphereLinkedMode

Figure1illustratestheinventoryviewoboththeprotectedsiteandtherecoverysiteinthelabenvironment

inasinglepaneoglassBoththeprotectedsiteandtherecoverysitehavedividedtheirresourcesinto

tworesourcepoolsoneorinrastructurevirtualmachinesandanotherorproductionorrecoveryTheinrastructurevirtualmachinesaregenerallyboundtothedatacenterandthusarenotreplicatedThe

protectedvirtualmachineshostapplicationtypeservices,andthesearetheservicesthatneedtobemade

availabletothebusinessattimeodisaster

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SwitchBetweenProtectedSiteandRecoverySiteinvSphereClient

WithSiteRecoveryManager0younolongerhavetousetwoseparatevSphereClientstoconnecttoeach

siteseparatelySiteRecoveryManager0allowsyoutoeasilyswitchbetweentheprotectedsiteandrecovery

sitewithinthesameSiteRecoveryManagerUIviaadrop-downmenuSeeFigure

Figure 2.Switchbetweenprotectedsiteandrecoverysite

3ReplicatedStorageSupport(iSCSI/FC/NFS)SiteRecoveryManager0expandsstoragesupportromiSCSIandFiberChannelarraystoalsoinclude

replicatedNFSarraysCongurationoNFSarraysworksthesamewayasthecongurationsoFCandiSCSI

storagearraysYoucanuseyourreplicatedNFSdatastoresinconjunctionwithSiteRecoveryManager0

toprovidedisasterrecoveryprotectionoryourvirtualenvironmentReerto http://wwwvmwarecom/pd/

srm_compat_matrix__pdoralistoSiteRecoveryManagercompatiblestorageproviders

4PlanningorBC/DRwhenusingSiteRecoveryManager

Siteplanningandpreparationattheprotectedsiteinvolvestheollowing

Identifywhichvirtualmachineswillbedesignatedasprotectedvirtualmachines.

-site-vmthroughsite-vm4inthislab(SeeFigure1)

Identifywhichvirtualmachineswillbedesignatedasun-protectedvirtualmachines

-SiteRecoveryManagerserversandvCenterservers (SeeFigure1)

Determinewhichdatastorestoholdtheprotectedvirtualmachines.Ifexistingdatastoreswillbeusedfor

theprotectedvirtualmachinesidentiywhichdatastoresneedtobeconguredorreplicationotherwise

provisiontherequirednumberofnewdatastoresto hosttheprotectedvirtualmachines.Workingwith

yourstorageteamtoensureall thedatastoresthatwillhostprotectedvirtualmachinesareconguredor

replication.RefertotheSRAcongurationguidefordetailsonreplicationconguration.

Moveallthedesignatedprotectedvirtualmachinesontothereplicateddatastores.StoragevMotioncanbe

usedtocompletetherelocationotheprotectedvirtualmachineswithzeroservicedowntimeIpossible

ensurethereareonlyprotectedvirtualmachinesonthedatastoresthatarebeingreplicatedromthe

protectedsitetotherecoverysite

Siteplanningandpreparationattherecoverysiteinvolvestheollowing

Ensurethatyouhavesucientresources(i.e.CPU,memoryandnetwork)attherecoverysiteforthe

recoveredvirtualmachinestoutilize

6In case o NFS, SRM does not perorm host rescan during recovery.

OtherinrastructurevirtualmachinesmayincludeActiveDirectoryserver,DNSServer,andPrintserver

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ExerciseSetupRecoveryWorkow

SRMRecovery

Workow

RecoveryWorkow

Automation

SetupRecoveryWorkfow

1. Set up site-pairing

Set up Array Managers for

the replicated datastore

3. Set up inventory mappings

4. Set up protection group

5. Set up recovery plan

Congure IP customization

7. Trigger a test recovery

0minutes

StepSetupconnectionpairing

Tosetupconnectionpairing

Open a vSphere Client and connect to the vCenter server at the protected site

2. Log in as a vSphere administrator.

NOTE: The recovery site must be the replication target of arrays managed by the SRA at

the protected site.

3. Click the SiteRecovery icon on the vSphere Client Home page.

Figure 3.vSphereClientHomepageSiteRecoveryicon

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4. In the Protection Setup area o the Summary window, navigate to the Connection line and click Confgure.

Figure 4. Congureconnectionpairingoprotectedandrecoverysites

On the Remote Site Inormation page type the IP address or hostname of the vCenter server at the

recovery site and click Next.

NOTE: I you are using credential-based authentication, you must supply exactly the same inormation

here that you entered when installing the Site Recovery Manager server If you entered an IP address in

that step, enter it again here. I you entered a hostname in that step, enter it here in exactly the same way.

Port is provided as the default to use for the initial connection to the remote site After the initial

HTTP connection is made the two sites establish an SSL connection over port to use for subsequent

connections.

Figure 5.Enterremotesiteinormation

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On the vCenter Server Authentication page, provide the appropriate vCenter administrator credentials

(username and password) or the remote site and click Next.

Figure 6.EntervCenterserverauthenticationinormation

Iyouareusingcredential-basedauthenticationyoumustsupplyexactlythesameinormationherethatyou

enteredwheninstallingtheSiteRecoveryManagerserver

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On the Complete Connections page, click Finish ater all o the site paring steps have completed successully.

Figure 7.Completeconnectionpairing

TheSiteRecoveryManagerandvCenterserversattheprotectedandrecoverysitesareconnectedConnection

inormationissavedintheSiteRecoveryManagerdatabasesandpersistsacrossloginsandhostrestarts

StepSetuparraymanagers

Afteryouhaveconnectedtheprotectedandrecoverysites,youmustconguretheirrespectivearraymanagers

sothatSiteRecoveryManagercandiscoverreplicateddevicescomputedatastoregroupsandinitiate

storageoperations

Thearraymanagercongurationwizardleadsyouthroughanumberosteps

YouprovideSiteRecoveryManagerwithconnectioninformationandcredentials(ifneeded)forarray

managementsystemsattheprotectedandrecoverysites

SiteRecoveryManagerveriesthatitcanconnecttoarraysatbothsites.

SiteRecoveryManagerveriesthatitcandiscoverreplicatedstoragedevicesonthesearraysandidentifythe

datastoresthattheysupport

SiteRecoveryManagercomputesdatastoregroupsbasedonvirtualmachinestoragelayoutandany

consistencygroupsdenedbythestoragearrayWhenthecongurationprocessiscompletethewizardpresentsalistodatastoregroupsYoutypically

congurearraymanagersonlyonceateryouhaveconnectedtheprotectedandrecoverysitesYoudonot

needtorecongurethemunlessarraymanagerconnectioninormationorcredentialshavechangedoryou

wanttouseadierentsetofarrays.

8The example here uses a replicated NFS store. You may have a diferent storage device type (e.g. iSCSI or FC). In this case, you may see a slight variation

o input parameters depending on the storage device type. Yet the general workow should still be similar.

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Procedure

Open a vSphere Client and connect to the vCenter server at the protected site Log in as a vSphere

administrator.

2. Click the Site Recovery icon on the vSphere Client Home page.

3. In the Protection Setup area o the Summary window, navigate to the Array Managers line and

click Congure.

Figure 8. Congurearraymangers

On the Protected Site Array Managers page of the Congure Array Managers wizard click Add.

Figure 9. Addarraymanagerorprotectedsite

Make sure that the SRA that you want Site Recovery Manager to use appears in the Manager Type eld.

If more than one SRA has been installed on the Site Recovery Manager server host click the drop-down

arrow and select the manager type you want to use If no manager type is displayed no SRA has been

installed on the Site Recovery Manager host. For more inormation, see Install the Storage Replication

Adapters in chapter of Site Recovery Manager Administration Guide

For this example, EMC Celerra Replicator was used.

6. Type a name or the array in the Display Name eld of the Add Array Manager window Use any

descriptive name that makes it easy or you to identiy the storage associated with this array manager

For this example NFSSRASite was used

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Fill in the remaining elds of the Add Array Manager window

These elds are dened by the SRA For more information about how to ll them in see the

documentation provided by your SRA vendor

Click Connect to validate the inormation you supplied and get the list o arrays that the selected array

manager has discovered All discovered arrays are selected Clear the selection of any array that you do

not want Site Recovery Manager to use.

9. Click OK.

The array manager queries the selected arrays to discover which of their devices are replicated Detailed

inormation about the selected arrays and the number o replicated devices they support appears in the

Replicated Array Pairs area of the Congure Array Managers window

Figure 10.Enterarraymanagerinormationorprotectedsite

Click Next to congure array managers at the recovery site.

On the Recovery Site Array Managers page of the Congure Array Managers wizard click Add

The procedure or conguring these arrays is identical to the procedure or conguring the arrays at the

protected site described in steps Step through Step

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Figure 11.Enterarraymanagerinormationorrecoverysite

12.Click OK.

The array manager at the recovery site queries the selected arrays to discover which of their devices are

replicated, and displays detailed inormation about the selected arrays and the number o replicated

devices they support in the Replicated Array Pairs area of the Congure Array Managers window A green

checkmark icon distinguishes arrays that have peers at the protected site.

Figure 12.ReplicatedarraypairsshowninCongureArrayManagerswindow

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13.Click Next to display the list o replicated datastore groups.

On the Review Replicated Datastores page, you can expand each datastore group to see which

datastores it contains and the devices that it uses. I the list o datastore groups is not what you

expected, you need to correct it beore continuing.

NOTE: Only those datastores used by at least one virtual machine are displayed You can add the virtual

machine ater conguring the array manager. When you add the rst virtual machine, Site Recovery

Manager will re-compute the datastore groups. For this example, VM site1-vm5 was added to the NFS

store.

Figure 13.Warningshownordatastoresthatdonotcontainanyvirtualmachines

14.Click Finish to complete the conguration o the array managers.

Step3Setupinventorymapping

Inventorymappingsestablishrecoverysitedeaultsorthevirtualmachineoldersnetworksandresource

poolstowhichrecoveredvirtualmachinesareassignedYoucreatethesemappingsattheprotectedsiteand

theyapplytoallvirtualmachinesinallprotectiongroupsatthatsite

InventorymappingsareoptionalbutrecommendedTheyprovideaconvenientwaytospeciyhowresources

attheprotectedsitearemappedtoresourcesattherecoverysiteThesemappingsareappliedtoallmembers

oaprotectiongroupwhenthegroupiscreatedandcanbereappliedasneeded(orexamplewhennew

membersareadded)Iyoudonotcreatethemyoumustspeciymappingsindividuallyoreachvirtual

machinethatyouaddtoaprotectiongroup.Avirtualmachinecannotbeprotectedunlessithasvalidinventory

mappingsornetworksoldersandresourcepoolsYoudonotneedtospeciyinventorymappingsor

resourcesthatarenotusedbyprotectedvirtualmachines

Procedure

Open a vSphere Client and connect to the VMware vCenter server at the protected site Log in as a

vSphere administrator.

2. Click the Site Recovery icon on the vSphere Client Home page.

3. In the Protection Setup area o the Summary window, navigate to the Inventory Mappings line and click

Congure.

Figure 14.Congureinventorymappings

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TheInventoryMappingspagedisplaysatreeoresourcesattheprotectedsiteandacorrespondingtreeo

resourcesattherecoverysiteForanyprotectedsiteresourcethatdoesnothaveaninventorymappingthe

correspondingitemintherecoverysitetreeislistedas NoneSelected

Figure 15. InventoryMappinginteracebeoreanymapping

4. To congure mapping or a resource, right-click it in the Protected Site Resources column and

click Congure.

5. Expand the top-level older in the Congure Inventory Mapping window and navigate to the recovery site

resource (network, resource pool, or older) to which you want to map the protected site resource you

selected in Step 4. Select the resource and click OK.

The selected resource is displayed in the Recovery Site Resources column, and its path relative to the root

o the recovery site vCenter is displayed in the Recovery Site Path column.

Theollowingtablesummarizesthemappingthatwascreatedinthisenvironment

RESOURCE TYPEPROTECTED SITE

RESOURCERECOVERY SITE RESOURCE

Network VMNetwork VMNetwork

ResourcePool Site1Production SiteRecovery

Folder Site1Production SiteRecovery

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Figure 16.InventoryMappinginteraceatermappings

6. To undo an inventory mapping, right-click it and click Remove.

Step4Setupprotectiongroup

SiteRecoveryManagerorganizesvirtualmachinesintoprotectiongroupsbasedonthedatastoregroupthat

theyuse.Allvirtualmachinesinaprotectiongroupstoretheirleswithinthesamedatastoregroup,andall

ailovertogether

Tocreateaprotectiongroupyouselectadatastoregroupandthenspeciyanon-replicateddatastoreatthe

recoverysitewhereSiteRecoveryManagercancreateplaceholdersormembersotheprotectiongroupThe

placeholderdatastoreshouldbeaccessibletoallhostsintherecoveryclusterItshouldnotbereplicatedand

canberelativelysmall

Procedure

Open a VMware vSphere Client and connect to the VMware vCenter server at the protected site Log in as

a VMware vSphere administrator.

2. Click the Site Recovery icon on the VMware vSphere Client Home page.

3. In the Protection Setup area o the Summary window, navigate to the Protection Groups line and click

Create.

Figure7Createprotectiongroup

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On the Name and Description page of the Create Protection Group wizard type a name and optional

description or the protection group, then click Next.

FigureEnterprotectiongroupnameanddescription

On the Select a Datastore Group page of the Create Protection Group wizard select a datastore group

rom the list, then click Next.

Figure9Selectadatastoregrouportheprotectiongroupbeingcreated

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Thedatastoregroupslistedonthispagearetheonesthatwerediscoveredwhenyouconguredthearray

managersEachdatastoreinthelistisreplicatedtotherecoverysiteandsupportsatleastonevirtualmachine

attheprotectedsiteWhenyouselectadatastoregroupthevirtualmachinesthatitsupportsarelistedinthe

VMsontheselecteddatastoregroup eldandareautomaticallyincludedintheprotectiongroup

On the Datastore or Placeholder VMs page of the Create Protection Group wizard select a datastore

group rom the list.

The datastores listed on this page exist only at the recovery site. The datastore that you select is used to

hold the les that constitute the placeholder virtual machines. These les are not large, so any datastore

that is accessible to the recovery site host and cluster can be an appropriate choice here. 9

Figure 20.Selectdatastoreorplaceholdervirtualmachines

7. Click Finish to create the protection group.

SiteRecoveryManagercreatesaprotectiongroupthatincludesallothevirtualmachinesonthedatastoreyou

selectedinStep5.Placeholdersarecreatedandinventorymappingsareappliedforeachmemberofthegroup.

Ianygroupmembercannotbemappedtoaoldernetworkandresourcepoolontherecoverysiteitislisted

withastatusoMappingMissing andnoplaceholdercanbecreatedorit

TheexamplehereusesareplicatedNFSstoreYoumayhaveadiferentstoragedevicetype(egiSCSIorFC)Inthiscase,youmayseealldatastoresaredisplayedincluding

replicateddatastoresandtemporarydatastoresusedortestUsersmustnotenottousethereplicateddatastoresandtemporarydatastoresorholdingtheplaceholdervirtual

machines

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StepSetuprecoveryplan

Arecoveryplancontrolshowvirtualmachinesinaprotectiongrouparerecovered.ItisstoredintheSite

RecoveryManagerdatabaseattherecoverysiteandexecutedbytheSiteRecoveryManagerserveratthe

recoverysite

Asimplerecoveryplanassignsallvirtualmachinesinaprotectiongrouptotwonetworksontherecoverysite:

arecoverynetworkandatestnetworkTherecoverynetworkisusedinanactualrecoveryThetestnetwork

isaspecialnetworkthatisusedonlyortestingtherecoveryplananddoesnottypicallyallowtherecovered

virtualmachinestocommunicateonyourcorporatenetworkortheInternetSiteRecoveryManagercan

createatestnetworkthatexistsonlyononeESXServerforyou,oryoucancreateoneyourself.SiteRecovery

ManagersupportsarecoverynetworkthatspansacrosstheESXServersattherecoverysite(i.e.vNetwork

DistributedSwitch(vDS))IncaseyourrecoveryplancallsortheneedovDSyoucancreateavDSswitch

yourselortestingandailoverrecoverypurposes

Asimplerecoveryplanincludesanumberofprescribedstepsthatusedefaultvaluestocontrolhowprotection

groupmembersaremigratedtotheprotectedsiteYoucancustomizearecoveryplantochangedeaultvalues

addstepstotheplanitselandtotherecoveryoindividualvirtualmachinessuspendnon-criticalvirtual

machinesattherecoverysitetomakeresourcesavailableorrecoveredmachinesandsoonProcedure

Open a vSphere Client and connect to the VMware vCenter server at the recovery site (eg sitevcvbc

local). Log in as a vSphere administrator.

2. Click the Site Recovery icon on the vSphere Client Home page.

3. In the Recovery Setup area o the Summary window, navigate to the Recovery Plans line and click Create.

FigureCreaterecoveryplanonrecoverysite

On the Recovery Plan Inormation page of the Create Recovery Plan wizard type a name for the plan in

the Name eld and an optional description, then click Next.

1OnFigure1youcanseethatArrayManagersandInventoryMappingsarenotconguredontherecoverysitesincetheyhavebeenconguredontheprotectedsite

YetyoustillneedtoensurethattheSRAsareinstalledontherecoverysite

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Figure 22.Enterrecoveryplaninormation

On the Protection Groups page of the Create Recovery Plan wizard select one or more protection groups

or the plan to recover, then click Next.

Figure 23.Selectprotectiongrouportherecoveryplan

On the Response Times page of the Create Recovery Plan wizard specify how long you want the

recovery plan to wait or a response rom a virtual machine ater various recovery plan events, and then

click Next.

Therearetwovaluesthatyoucanspeciy

ChangeNetworkSettingsIfthevirtualmachinedoesnotacquiretheexpectedIPaddresswithinthespeciedintervalaterarecoverystepthatchangesnetworksettingsanerrorisreportedandthe

recoveryplanproceedstothenextvirtualmachine

WaitforOSHeartbeatIfthevirtualmachinedoesnotreportanOSheartbeatwithinthespeciedinterval

aterbeingpoweredonanerrorisreportedandtherecoveryplanproceedstothenextvirtualmachine

NOTEResponsescannotbedetectedonvirtualmachinesthatdonothaveVMwareToolsinstalled

Figure 24.Congurevirtualmachineresponsetimesortherecovery

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On the Congure Test Networks page of the Create Recovery Plan wizard select a recovery site

network to which recovered virtual machines connect to during recovery plan tests, and then click Next.

By deault, the test network is specied as Auto which creates an isolated test network on one ESX Server

or you. I you would preer to speciy an existing recovery site network as the test network (e.g. a vDSportgroup that spans across your recovery ESX Servers) click Auto and select the network rom the drop-

down control.

Figure 25. Conguretestnetworkorrecoveryplan

On the Suspend Local Virtual Machines page of the Create Recovery Plan wizard select any virtual

machines at the recovery site that the recovery plan should suspend.

Suspending local virtual machines rees resources or use by recovered virtual machines. The virtual

machines that you speciy here are suspended during a test recovery as well as during an actual

recovery.

You can choose to suspend no virtual machines if doing so ts your requirements

After a test recovery the suspended virtual machines are powered on again

Figure 26.Selectnon-criticallocalvirtualmachinestobesuspendedduringrecovery

9. Click Finish to create the recovery plan.

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Step6CustomizeIPproperties

Tocustomizethenetworkpropertiesoavirtualmachinecustomerscaninvokethe Customization

SpecicationManager ontherecoverysitetocreateanewcustomizationspecicationandassociateitwith

thecorrespondingvirtualmachine.NotethatSiteRecoveryManageronlyallowsIPadapterpropertiestobeupdatedthroughthismechanism.Othervirtualmachinepropertiessuchasregistrationinformation,timezone

andadministratorpasswordareinheritedromvCenterregardlessotheinputinthewizard

SiteRecoveryManageralsoprovides abatchIPcustomizationtool dr-ip-customizerexeReertothe

whitepapertitledAutomatingNetworkSettingChangesandDNSUpdatesonRecoverySiteUsingVMware

vCenterSiteRecoveryManagerathttp://viopsvmwarecom/home/docs/DOC-11ormoreinormation

Tocreateacustomizationspecicationonrecoverysite

Open a vSphere Client and connect to the vCenter server at the protected site Log in as a vSphere

administrator.

2. Click the Customization Specication icon on the vSphere Client Home page.

Figure 27.CustomizationSpecication

3. Select New.

Figure 28.Createnewcustomizationspecication

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4. Enter name or Customization Specication (e.g. site1-vm5_custom_network).

Figure 29.Entercustomizationspecicationinormation

5. Click Next.

6. Follow Customization Specication Wizard through the steps until the Network page. Note the values

entered beore the Network page are ignored.

Figure 30.Enternetworkproperties

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7. Select Custom settings and click Next.

Select a network interface to customize and click the button to the right of the selection

Figure3Enternetworkcustomsettings

9 Congure the IP Address and the DNS Server according to your network environment

Figure 32. EnterIPaddressandDNSservercongurations

Follow the Customization Wizard until Finish.

Toassociateavirtualmachinewitht henewlycreatedcustomizationspecicati on

1. In Site Recovery, select the recovery plan that contains the virtual machine to be congured.

2. Go to Virtual Machines Tab and select the virtual machine.

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3. Right Click on the virtual machine in the list and select Congure.

Figure 33:Congureselectedvirtualmachine

4. Click Browse to select the Customization Specication that you want to associate with this virtual machine.

Figure 34.Speciyacustomizationspecicationorselectedvirtualmachine

5. Select the Customization Specication desired.

Figure 35. Selectcustomizationspecication

6. Follow the wizard until Finish.

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WhenyouseetheconrmationpromptclickYestoproceedwiththetest

Figure 37. Conrmationpromptortestrecovery

5. Click the Recovery Steps tab to monitor the progress o the test and respond to messages.

Figure 38. CreateNASDatastoreDuringTestRecovery

Figure 39.ViewoDatastoresbeoreTestRecoveryNoNASStoreYet

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Figure 40.ViewoDatastoresDuringTestRecoveryNASstorecreatedandmounted

ForreplicatedNFSstores,SiteRecoveryManagermountsaNASdatastoreonrecoverysiteduringtestrecovery.

SeeFigureandFigure

UnlikewithFCandiSCSIstoresthereisno rescanHBAswhenworkingwithNFSstoresduringtestrecovery

Whilethesimulatedailovertestisrunningthestatusoeachstepthatmakesuptherecoveryplancanbe

monitoredbygoingtoRecoveryStepstabinthevSphereClientwhichwillinormyouwhatstepsarecurrently

runningaswellaswhatstepswerecompletedTherearesomestepsinarecoveryplanthatwillonlybe

executedduringasimulatedtest.TestOnlyidentiesthesestepsundertheModecolumn.Therearealsosome

stepsthatwillonlybeexecutedduringanactualailoverThesestepsareidentiedbyRecoveryonlyunder

theModecolumn

Figure 41:Testrecoverysteprun-down

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6. When the test recovery has nished powering on all o the protected virtual machines, it displays a

message and requires conrmation before it can continue Click Continue when you are ready or Site

Recovery Manager to clean up and nish the test.

Site Recovery Manager powers down and unregisters the test virtual machines, and then registers theplaceholders back.

Site Recovery Manager provides an audit trail via a report that is generated automatically at the end o

each Site Recovery Manager Test or Site Recovery Manager Recovery. The reports are accessible via the

History tab and can be viewed by clicking on the View link under the Actions column which will result in a

browser window opening that contains a log o the steps executed during the test, with the total time to

execute the recovery plan and the time it took to execute each step in the recovery plan.

Figure 42.SiteRecoveryManagerhistorytabaudittrail

2. Site Recovery Manager Alarms and SiteStatus Monitoring

AwarenessoftheSiteRecoveryManageralarmsisanimportantpartofunderstandinghowSiteRecovery

ManagerworksacrosstheprotectedandrecoverysitesDuringtheSiteRecoveryManagerproductevaluation

itisrecommendedthatwherepossibleandwithoutimpacttoyourproductionenvironmentailuresorconditionsbecreatedintheprotectedandrecoverysitethatwillresultinthegenerationoSiteRecovery

ManageralarmsThegenerationotheseSiteRecoveryManageralarmswillserveasvalidationthatSite

RecoveryManagerismonitoringboththeprotectedandrecoverysitecorrectly

EachSiteRecoveryManagerservermonitorstheCPUutilization,diskspace,andmemoryconsumptionofthe

guestonwhichitisrunningandalsomaintainsaheartbeatwithitspeerSiteRecoveryManagerservervCenter

eventsaresentianyothesemeasuresallsoutsideoconguredbounds

SiteRecoveryManagersupportsthecongurationoevent-triggeredalarmssothatyoucanassociatea

noticationactionwithanygivenSiteRecoveryManagerAlarmEvent.Thesealarmsarecongu redviatheSite

RecoveryManagerUI

SiteRecoveryManagersupportstheollowingalarmnoticationactions

Sendanoticatione-mailtoaspecicemailaddress

Sendanoticationtrap tovCentertrapreceivers

RunascriptonvCenterServer

PleaserefertoChapterCustomizingSiteRecoveryManager intheAdministratorsGuideforSiteRecovery

Managerthatdetailshowtosetupthealarmactionslistedabove

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FailureoeithersitegenerateseventsthatcanbeassociatedwithVMwarevCenteralarms

Problemswiththelocalsite(e.g.resourceconstraints)

Problemswithremotesite(e.g.unabletopingremotesitewhichmayindicateadisaster)

RemotesitefailureisreectedintheSiteRecoveryManagerAlarmEventsandwillnotautomaticallytriggera

recoveryThismustbeinitiatedmanually

SiteRecoveryManagerraisesVMwarevCentereventsortheollowingconditions

Diskspacelow.

CPUuseexceededlimit.

Memorylow.

RemoteSitenotresponding.

RemoteSiteheartbeatfailed.

RecoveryPlanTeststarted,ended,succeeded,failed,orcancelled.

VirtualMachineRecoverystarted,ended,succeeded,failed,orreportsawarning.

AsastartingpointduringtheSiteRecoveryManagerEvaluationitisrecommendedthatyoucompletethe

ActionsetupfortheSiteRecoveryManagerAlarmEventslistedbelowfortheprotectedandrecoverysites.You

shouldbeabletotriggertheseeventsinyourenvironmentwithoutimpactingyourproductionenvironment

withthegoalbeingthatyouseerst-handhowSiteRecoveryManagerrespondsandnotiesyouwhen

subjectedtooneotheailureeventslistedonthenextpage

RemoteSiteDown.

RemoteSitePingFailed.

ReplicationGroupRemoved.

RecoveryPlanDestroyed.

LicenseServerUnreachable.

AsyoubecomemorefamiliarwithSiteRecoveryManager,itsassociatedworkowsthatallowyouto Testyour

recoveryplansaswellas Runyourrecoveryplanwhichresultsintheailoveroservicesromyourprotected

sitetoyourrecoverysiteitisrecommendedthatyouworkthroughthelisto SiteRecoveryManagerAlarm

EventsThesecanbeaccessedviatheAlarmstabasdepictedin Figureandenabletheappropriate

noticationActionsforanyadditionalSiteRecoveryManagerAlarmEventsthatyoudeemtobeimportantfor

yourenvironment

ExerciseCongureSiteRecoveryManagerAlarms

SRMAlarms Congureactionor

aSRMAlarm

Congureactionoralarm

RemoteSiteDown

1. Congure alarm action tosend out notication email.

0minutes

StepCongurealarmactiontosendoutnoticationemail

Procedure

Open a vSphere Client and connect to the vCenter server at the recovery site Log in as

a vSphere administrator.

2. Click the Site Recovery icon on the vSphere Client Home page.

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3. Site Recovery Manager Roles and Privileges

ThissectionprovidesanoverviewotheSiteRecoveryManagerrolesandthetypesoSiteRecoveryManager

privilegesthatcanbeset.AuthorizationinSiteRecoveryManagerusesthesameauthorizationmodelasvCenterServer

FigureshowthedeaultSiteRecoveryManagerrolesthatbecomeavailableoruseatertheSiteRecovery

Managerplug-inhasbeeninstalledandenabledoruseToaccesstheserolesclickontheAdministration

iconinthetoolbarandclickontheRolestabtoseealistoalltherolesthatareavailableThesedeaultSite

RecoveryManagerrolesprovidetheabilitytodelegatecontroltoaverygranularlevel

Figure 47.DeaultSiteRecoveryManagerRoles

Therearetwosetsofroles.Therstsetcontainstherolesrequiredfortheprimarysiteusertoadminister

protectionandtheSiteRecoveryManagerrolesareprexedby ProtectionThesecondsetcontainsthe

rolesrequiredforthesecondarysiteusertoadministerrecoveryandtheSiteRecoveryManagerrolesareprexedbyRecovery

ProtectionSideSiteRecoveryManagerRoles

ProtectionVirtualMachineAdministrator ThisroleshouldbeassignedontheprotectedVirtualMachine

objectintheVCinventoryItgrantstheassociatedusertheabilitytosetupandmodiytheprotection

characteristicsotheprotectedvirtualmachine

ProtectionSiteRecoveryManagerAdministrator ThisroleshouldbeassignedontheServiceInstanceobject

intheprimarySiteRecoveryManagerinventoryItgrantstheassociatedusertheabilitytopairtwosites

congureinventorymappings,andSANarrays.

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ProtectionGroupsAdministratorThisroleshouldbeassignedonthePrimaryConguration/Protection

ServiceobjectintheSiteRecoveryManagerinventoryItgrantstheassociatedusertheabilitytocreateand

modifyprotectionproles/groups.

RecoverySideSiteRecoveryManagerRoles

RecoveryInventoryAdministratorThisroleshouldbeassignedontheroototheVCinventoryItgrantsthe

associatedusertheabilitytoviewcustomizationspecicationsexistingonthesecondarysite

RecoveryDatacenterAdministratorThisroleshouldbeassignedontheDatacenterobjectintheVCinventory

wherethevirtualmachineswillberecoveredItgrantstheassociatedusertheabilitytoviewavailable

datastoresandperormrecovery(shadow)virtualmachinecustomizations

RecoveryHostAdministratorThisroleshouldbeassignedontheHostorDRSclusterobjectintheVC

inventorywherethevirtualmachinewillberecoveredItgrantstheassociatedusertheabilitytocongure

virtualmachinecomponentsduringrecovery

RecoveryVirtualMachineAdministrator ThisroleshouldbeassignedontheFolderandResourcePool

objectsintheVCinventorywheretherecovery(shadow)virtualmachinesaretobeplacedItgrantsthe

associatedusertheabilitytocreateandaddshadowvirtualmachinestotheresourcepoolandtheolderaswellastheabilitytorecongureandcustomizetheshadowvirtualmachinesatruntimeandduringtheprocess

orecovery

RecoverySiteRecoveryManagerAdministratorThisroleshouldbeassignedontheServiceInstanceobject

inthesecondarySiteRecoveryManagerinventory.ItgrantstheassociatedusertheabilitytocongureSAN

arraysandcreateprotectionproles

RecoveryPlansAdministratorThisroleshouldbeassignedontheSecondaryConguration/RecoveryService

objectintheSiteRecoveryManagerinventoryItgrantstheassociatedusertheabilitytorecongureprotection

andshadowvirtualmachinesandsetupandrunrecovery

NOTEVMwarevCenteralreadydenesaRead-Onlysystemrole,whichcanbeusedtograntuserstheability

toviewtheSiteRecoveryManagerserviceInadditiontheAdministratorrolecanbeusedtograntuser

completecontroloverboththeprotectionandrecoverySiteRecoveryManagercomponents

SiteRecoveryManageralsoallowsorthecreationocustomSiteRecoveryManagerrolesbyallowingyouto

eitheraddaroleortocloneoneothedeaultSiteRecoveryManagerrolesandthenbyeditingthecloned

SiteRecoveryManagerroleyoucanselectwhichprivilegesshouldbeassociatedtothecustomSiteRecovery

Managerrolethatyouarecreating FigureshowsaCustomSiteRecoveryManagerRoleandallthe

privilegesthatcanbeselectedtocompletethecreationotheSiteRecoveryManagerCustomRole

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3ExerciseCreateaSiteRecoveryManagerCustomRole

SRMRoles CustomRole

Creation

CreateaSRMCustomRole

1. Create a SRM custom role

with SRM specic privileges.

0minutes

StepCreateaSiteRecoveryManagercustomrolewithSiteRecoveryManagerspecicprivileges

Procedure

Open a vSphere Client and connect to the vCenter server at the protected site

Log in as a vSphere administrator.

2. Click the Roles icon on the vSphere Client Home page.

Figure 48.Administrationoroles

3. Click on Add Role.

Figure 49.Addrole

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4. Input the name o the new role (e.g. Site Recovery Manager Custom Role) and select the privileges or

the new role.

NOTEInSiteRecoveryManager0Uanewprivilegeorrunning testrecoveryhasbeenaddedandinSite

RecoveryManager0anewprivilegegroup AdvancedSettingshasbeenaddedSeeFigureYoucanndmoredetailsaboutAdvancedSettingsinSection4.

Figure 50. AddSiteRecoveryManagerCustomRole

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4. Site Recovery Manager Advanced Settings

InSiteRecoveryManager4.0,youcanusetheAdvancedSettingsdialogtovieworchangemanycustom

settingsortheSiteRecoveryManagerservice

TheAdvancedSettingsdialogboxprovidesaneasywayforauserwithadequateprivilegestochangea

numberofdefaultvaluesthataecttheoperationofvariousSiteRecoveryManagerfeatures.

NOTEChangesthatyoumakeintheAdvancedSettingsdialogboxesoverwritethecontentsoftheSite

RecoveryManagercongurationle(vmware-drxml)ontheSiteRecoveryManagerserverhost

4OptionalExerciseChangeAdvancedSettings

SRMAdvanced

Settings

ChangeAdvanced

Settings

ChangeAdvancedSettings

1. Change one o the advanced

settings eg SanProvider

CommandTimeout

0minutes

StepChangeoneotheadvancedsettings

Procedure

Open a vSphere Client and connect to the vCenter server at the recovery site Log in as a

vSphere administrator.

2. Click the Site Recovery icon on the vSphere Client Home page.

3. Right-click Site Recovery in the vSphere Client navigation pane and click Advanced Settings.

Figure 51CongureAdvancedSettings

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In the navigation pane of the Advanced Settings window click a setting category

Figure 52.ChangeAdvancedSettings

5. In the category window, make your changes.

For example you may want to change the SRA timeout that is represented by SanProvider

CommandTimeout in Figure 52.

a Change SanProviderCommandTimeout to seconds

6. Click OK to save your changes and close the Advanced Settings window

7. Now when you run Test Recovery, you will experience a ailure.

Repeat steps - and change SanProviderCommandTimeout back to seconds

9. Now when you run Test Recovery, you will experience a success.

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Figure 54.ConrmationDialogorRunRecoveryPlan

Whiletheailoverisbeingexecutedthestatusoeachstepthatmakesuptherecoveryplancanbemonitored

bygoingtoRecoveryStepstab(highlightedin Figure)otheSiteRecoveryManagerUIontherecoverysite

TheUIinormsyouwhatstepsarecurrently RunningaswellaswhatstepswerecompletedTherearesome

stepsinarecoveryplanthatwillonlybeexecutedduringasimulatedtest.TestOnlyidentiesthesesteps

undertheModecolumnTherearealsosomestepsthatwillonlybeexecutedduringanactualailoverThese

stepsareidentiedbyRecoveryonlyundertheModecolumn

Oncealltheprotectedvirtualmachineshavebeenfailedoverandreportedtobepoweredon,youareready

tostartvalidatingthatallapplicationservicesrestartedcleanlyattherecoverysiteInthiscasetheprotected

virtualmachinesite-vmfromtheNFS_PGisreferredto.Onceyouhavecompletedthevalidationofthe

ailedoverapplicationservicesattherecoverysiteyouarenowinapositiontoreportthesuccessulailoverto

thebusinessandallowtherespectivebusinessuserstoaccesstheapplicationserviceswhicharenowbeing

hostedontherecoverysite

NOTESiteRecoveryManagerwillautomaticallyperormare-signatureothereplicatediSCSIandFC

datastoresintherecoverysitewhichmeans LVMEnableResignaturewillbesetto ontheESXhoststhat

haveaccesstothereplicateddatastoresintherecoverysiteThere-signaturethatisinitiatedbySiteRecovery

Managerwillresultinthereplicateddatastoresbeingpresentedwithaprexo snap-xxx-

SiteRecoveryManagerautomaticallygeneratesareportoreachrecoveryplane xecutionInthisinstancethe

reportisoraSiteRecoveryManager RunoperationagainsttherecoveryplanthatwasselectedThereport

isaccessibleviatheHistorytabandcanbeviewedbyclickingonthe ViewlinkundertheActionscolumnSee

Figure

Thestepstoailbackservicesromtherecoverysitebacktotheprotectedsiteoncethedisastereventisover

areoutlinedinsection

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TheollowingisarecapothehighleveltasksexecutedbySiteRecoveryManagerwhenperormingaailover

ovirtualmachinesromtheprotectedsitetotherecoverysiteviathe RunarecoveryplanoptionSite

RecoveryManagerautomatesmanyofthetasksrequiredattimeoffailover.Withthepushofonebutton,

SiteRecoveryManager

Powersdowntheprotectedvirtualmachinesifthereisconnectivitybetweensitesandtheyareonline.

SuspendsdatareplicationandRead/Writeenablethereplicadatastores.

Re-scanstheESXserversattherecoverysite.

Registersthereplicatedprotectedvirtualmachines.

Suspendsnon-essentialvirtualmachinesattherecoverysiteifspeciedtofreeupresourcesfortheprotected

virtualmachinesbeingailedover

Completespower-upofreplicatedprotectedvirtualmachinesinaccordancewiththerecoveryplan.

6. Failback rom Recovery Siteto Protected Site

FailbackinSiteRecoveryManager4.0isthesameprocessusedinpreviousreleases.Asbeforethekeyto

understandingailbackisthatverysimplyitisthesamestepsasailoverbutintheoppositedirection

IntheprevioussectionarecoveryplanwasexecutedplaninRunmodethatessentiallyperormedalive

failoverofthevirtualmachines.OnceyourvirtualmachineshavebeensuccessfullyrecoveredbySiteRecovery

Managerthenextstepwillatsomepointintimebeaailback

Theailbackscenariocoveredaspartothisevaluationwillinvolveailingbacktoasitethatisstillinagood

stateaftertheDRevent(i.e.thesameequipmentandcongurationthatwasfailedoverfromhasremained.)

Ifyousueratotalsitelossofthesiteyoufailedoverfromthenadditionalstepswillobviouslyneedtobe

ollowedbeoreyoucanailbackasyouwillneedtorecreatetheenvironmentatthelostsitebeorecommencinganyailback

Tosummarizetheworkfow

1. Failover recovery plan rom Site 1 (protected site) to Site 2 (recovery site).

2. Virtual machine named site1-vm5 and its associated NFS export site1-ns3 successully ailed over

to Site 2.

3. Virtual machine site1-vm5 now powered on and running successully at Site 2.

ThegoalisnowtofailbacktheNFSexportcontainingVirtualmachinesite1-vm5toitsoriginalhomeatSite

1.Inthisexample,youcanseethatNFSisused,butthesameprocessappliesforFC/iSCSIalthoughatcertain

pointsstoragerescanswouldbeneededorthoseprotocoltypesThesewillbepointedoutwhereappropriate

Thehigh-levelstepsorthisailbackwillbe

1. Veriy virtual machine ailed over correctly.

2. Review state o storage at recovery site (Site 2) and ailback site (Site 1).

3. Reverse storage replication so that replication now fows rom Site 2 to Site 1 or the NFS export that this

virtual machine resides in.

Congure Site Recovery Manager SRAs within Site Site Recovery Manager server

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5. Congure Site Recovery Manager Inventory mapping within Site 2 Site Recovery Manager server.

6. Remove original protection group at Site 1 and recovery plan at Site 2 used or original virtual

machine protection.

7. Remove rom vCenter inventory virtual machine objects let behind at Site 1 or virtual machines that were

ailed over to Site 2.

Create protection group at Site for datastore group containing this NFS export

9 Create Recovery plan at Site for this protection group created in step

Test Recovery plan using Site Recovery Manager Test mode recovery plan functionality

11.Failback using Site Recovery Manager Run mode recovery plan unctionality.

Mostothestepsorailbackareessentiallychecksbutitisworthrunningthroughthisprocessthoroughly

duringthisevaluationasnotonlywillthisprocessmakeanyrealfailover/failbackscenariosstraightforwardit

alsohelpstoincreaseunderstandingothearchitectureandworkfowoSiteRecoveryManager

Youcannowgothroughthestepsinmoredetail

1. Veriy virtual machine ailed over correctly. Beore perorming any ailback, review the vCenter inventory

at your recovery site to check everything is at it should be. In this example, the site 1 VMware vCenter

instance is obviously still online at this time so it can be compared to the recovery site against the

protected site in a single view i using Linked Mode vCenter.

Figure 55.ReviewvCenterInventories

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Figure 58. Sitecongurationorailback

NOTEIfyourdeploymentisactive/activewhichcommonlymeansthatfromtheoutsetbothsiteswere

denedasprotectedwitheachactingastheothersrecoverysitethentohavebuiltthatcongurationyour

arraymanagersandinventorymappingswillalreadybeconguredatSiteIthisappliestoyouskipto

thenextstep

ConguringtheArrayManagers(SRAs)atSite2isthesameprocessusedtoconguretheSRAsoriginallythe

onlydierencebeingthatthearrayobjectsarenowenteredinadierentorder.

FigureillustratesconguringtheprotectedsitearrayatSiteThearraycredentialsenteredhererelateto

thestoragearraythatresidesinSite

Figure 59.Siteprotectedsitearrayconguration

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FigureillustratesconguringtherecoverysitearrayThearraycredentialsenteredhererelatetothestorage

arraythatresidesinSite

Figure 60.Siterecoverysitearrayconguration

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Figure1showsthedatastoregroupthatrelatestotheexport/datastorethatwasusedtocreateanew

protectiongroupagainstandultimatelyailbacktoSiteTheactthatonecanseethisobjectisproothatthis

storagereplicationreversalwassuccessulIyoudonotseeanyobjectsatthispointtherstsetochecksto

bemadeinyourtroubleshootingshouldveriythestoragereplicationisworkingasexpectedintheSiteto

Sitedirection

Figure 61.Sitereviewreplicateddatastores

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5. Congure Site Recovery Manager Inventory mapping within Site 2 Site Recovery Manager server. Other

than the array manager conguration Site Recovery Manager also requires inventory mappings be dened

beore any protection group can be successully created. It is highly likely, and shown in this example, that

in most congurations the inventory mappings will still be undened at Site 2. Figure 62 illustrates what

most inventory mapping screens will look like at a recovery site Site Recovery Manager server At this

point simply congure the inventory mappings using the same process used to create the mappings at the

original protected site.

Figure 62. Siteinventorymapping

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6. Remove original protection group at Site 1 and recovery plan at Site 2 used or original virtual machine

protection. After a successful failover the original protection group(s) (Site ) and recovery plans (Site

) will still exist At this time it is good practice to remove these objects to prevent them being re-used

accidentally at some later point. First remove the recovery plan at Site 2 used to perorm the original

ailover. Finally remove the protection group rom Site 1 as shown in Figure 63.

Figure 63.Siteprotectiongroupremoval

7. Remove rom vCenter inventory virtual machine objects let behind at Site 1 or virtual machines that

were ailed over to Site 2. It is almost time to create the new protection group(s) and recovery plan(s).

But beore that step, the vCenter inventory at Site 1 is reviewed, and you will notice that a virtual machine

object still exists for the original virtual machine that was failed over If you now rescan all ESX hosts at

Site 1 (rescan or devices and VMFS volumes) you will see that the virtual machine object grays out, and

the word inaccessible appears next to it.

The reason that the virtual machine object grays out is because the storage that object resides on is no

longer available in read/write mode as is has been ailed over to Site 2which means that the copy at Site

2 became read/write. It was then reversed so that the storage replication device at Site 1 is now read/only

and hence the virtual machine object is Inaccessible at Site 1.

NOTE: I you are using NFS exports as was done in this example, a rescan will not change the Site 1

virtual machine object state. You can test the device state by simply trying to power the Site 1 virtual

machine object on You will see it will fail At this point you can un-mount the NFS export(s) from your

Site ESX hosts

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Figure 64.SitevCenterinventorycleanup

Create protection group at Site 2 or datastore group containing the NFS export. Follow the usual steps

to create a protection group at Site 2 that maps to the datastore/export you are going to ailback.

9. Create Recovery plan at Site 1 or the protection group created in step 8. Follow the usual steps to

create a recovery plan at Site 1 that maps to the protection group you are going to ailback.

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Review conguration then test recovery plan using Site Recovery Manager Test mode recovery plan

unctionality. One of the biggest advantages of using Site Recovery Manager for failback that is often

overlooked is the ability to test your ailback in the same way as you can test recovery beore ailing

over. The ability to test and re-test ailback should be used or every ailback operation you perorm. Best

practice: do not attempt any ailback unless a successul test has been perormed.

NOTE: I you wish to test ailback prior to actually running the ailback check with your storage team that

the appropriate unctionality is in place on the target storage array to allow the test to take place, this

might mean licensing and/or array based snapshot devices.

Beore ailback review the conguration o the Site 2now the protected siteSite Recovery Manager

server and also the Site now the recovery siteSite Recovery Manager server At Site you should

nd that you have a protection group object, congured array manager and inventory mappings as

illustrated in Figure 65

Figure 65.Sitecongurationcomplete

AtSite1,youshouldndarecoveryplanobjectasillustratedin Figure

Figure 66. Sitecongurationcomplete

11.Failback using Site Recovery Manager Run mode recovery plan unctionality. Once a successful test

has been perormed, ailback can be carried out by simply running the recovery plan in Run mode.

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7. Shared Recovery Site

SiteRecoveryManager0includessharedrecoverysitesupportthatenablesyoutoprotectvirtualmachines

rommultiplevCenterServersatprotectedsitestoasinglevCenterServeratasharedrecoverysiteInasharedrecoverysitecongurationyouneedoneinstanceovCenterServerontherecoverysiteandaseparate

instanceovCenterServerateachotheprotectedsitesThevCenterServerinstanceontherecoverysite

workswiththemultipleinstancesoSiteRecoveryManagerServerstoprovideprotectiontomultipleprotected

sitesEachprotectedsitehasitsowninstanceoSiteRecoveryManagerServerInthissectiontheusecaseso

thesharedrecoverysiteeatureisdiscussedanddetailsareprovidedonhowtoevaluatetheeature

SeeFigure

Protected Site 1 Shared Recovery Site

Protected Site 2

SRM

Server X

vCenter

Server

vCenter

Server

SAN Array

vCenter

Server

SAN ArraySAN Array

SRM

Server 1

SRM

Server 1

SRM

Server 2

SRM

Server 2

Figure 67.SharedRecoverySite

NOTEPairingaprotectedsitewiththesharedrecoverysiterequirestwoimportantinstallationcongurations.

BothsitesmustbeinstalledwiththeexactsamecustomSiteRecoveryManagerextension.

Bothsitesmustusethesameauthenticationmethod.Ifcerticate-basedauthenticationisusedbothsites

mustusematchingcerticatesIcredential-basedauthenticationisusedbothsitesmustspeciythesame

valuesororganizationandorganizationunit

OverviewoSharedRecoverySiteWorkow

WhenconguredorsharedrecoverysitesupportSiteRecoveryManagersupportsthesameproceduresand

workfowsthatitdoesinthenormalconguration

SiteRecoveryManagerserverinstallationmustbeinitiatedfromtheWindowscommandshellusingaspecial

command-lineoptionTheinstallationprocessincludesanextrastepthatspeciesacustomSiteRecovery

ManagerextensionnamewhichisusedbyaprotectedsitetopairwiththematchingSiteRecoveryManager

Serveratthesharedrecover