Tag Archives: Site Recovery Manager

VMware Site Recovery Manager 8.x Upgrade Guide

This post will walk through an inplace upgrade of VMware Site Recovery Manager (SRM) to version 8.1, which introduces support for the vSphere HTML5 client and recovery / migration to VMware on AWS. Read more about what’s new in this blog post. The upgrade is relatively simple but we need to cross-check compatibility and perform validation tests after running the upgrade installer.

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Planning

  • The Site Recovery Manager upgrade retains configuration and information such as recovery plans and history but does not preserve any advanced settings
  • Protection groups and recovery plans also need to be in a valid state to be retained, any invalid configurations or not migrated
  • Check the upgrade path here, for Site Recovery Manager 8.1 we can upgrade from 6.1.2 and later
  • If vSphere Replication is in use then upgrade vSphere Replication first, following the steps outlined here
  • Site Recovery Manager 8.1 is compatible with vSphere 6.0 U3 onwards, and VMware Tools 10.1 and onwards, see the compatibility matrices page here for full details
  • Ensure the vCenter and Platform Services Controller are running and available
  • In Site Recovery Manager 8.1 the version number is decoupled from vSphere, however check that you do not need to perform an upgrade for compatibility
  • For other VMware products check the product interoperability site here
  • If you are unsure of the upgrade order for VMware components see the Order of Upgrading vSphere and Site Recovery Manager Components page here
  • Make a note of any advanced settings you may have configured under Sites > Site > Manage > Advanced Settings
  • Confirm you have Platform Services Controller details, the administrator@vsphere.local password, and the database details and password

Download the VMware Site Recovery Manager 8.1.0.4 self extracting installer here to the server, and if applicable; the updated Storage Replication Adapter (SRA) – for storage replication. Review the release notes here, and SRM upgrade documentation centre here.

Database Backup

Before starting the upgrade make sure you take a backup of the embedded vPostgres database, or the external database. Full instructions can be found here, in summary:

  • Log into the SRM Windows server and stop the VMware Site Recovery Manager service
  • From command prompt run the following commands, replacing the db_username and srm_backup_name parameters, and the install path and port if they were changed from the default settings
cd C:\Program Files\VMware\VMware vCenter Site Recovery Manager Embedded Database\bin
pg_dump -Fc --host 127.0.0.1 --port 5678 --username=db_username srm_db > srm_backup_name
  • If you need to restore the vPostgres database follow the instructions here

In addition to backing up the database check the health of the SRM servers and confirm there are no pending reboots. Log into the vSphere web client and navigate to the Site Recovery section, verify there are no pending cleanup operations or configuration issues, all recovery plans and protection groups should be in a Ready state.

Process

As identified above, vSphere Replication should be upgraded before Site Recovery Manager. In this instance we are using Nimble storage replication, so the Storage Replication Adapter (SRA) should be upgraded first. Download and run the installer for the SRA upgrade, in most cases it is a simple next, install, finish.

We can now commence the Site Recovery Manager upgrade, it is advisable to take a snapshot of the server and ensure backups are in place. On the SRM server run the executable downloaded earlier.

  • Select the installer language and click Ok, then Next
  • Click Next on the patent screen, accept the EULA and click Next again
  • Double-check you have performed all pre-requisite tasks and click Next
  • Enter the FQDN of the Platform Services Controller and the SSO admin password, click Next
  • The vCenter Server address is auto-populated, click Next
  • The administrator email address and local host ports should again be auto-populated, click Next
  • Click Yes when prompted to overwrite registration
  • Select the appropriate certificate option, in this case keeping the existing certificate, click Next
  • Check the database details and enter the password for the database account, click Next
  • Configure the service account to run the SRM service, again this will be retain the existing settings by default, click Next
  • Click Install and Finish once complete

Post-Upgrade

After Site Recovery Manager is upgraded log into the vSphere client. If the Site Recovery option does not appear immediately you may need to clear your browser cache, or restart the vSphere client service.

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On the summary page confirm both sites are connected, you may need to reconfigure the site pair if you encounter connection problems.

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Validate the recovery plan and run a test to confirm there are no configuration errors.

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The test should complete successfully.

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I can also check the replication status and Storage Replication Adapter status.

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Site Recovery Manager 6.x Install Guide

This post will walk through the installation of Site Recovery Manager (SRM) to protect virtual machines from site failure. SRM plugs into vCenter to protect virtual machines replicated to a failover site using array based replication or vSphere replication. In the event of a site outage, or outage of components within a site meaning production virtual machines can no longer run there; SRM brings online the replicated datastore and VMs in vSphere, with a whole bunch of automated customisation options such as assigning new IP addresses, boot orders, dependencies, running scripts, etc. After a failover SRM can reverse the replication direction and protect virtual machines ready to fail back, all from within the vSphere web client.

Site Recovery Manager now has integration with the HTML5 vSphere client, see VMware Site Recovery Manager 8.x Upgrade Guide for more information.

Requirements

  • SRM is installed on a Windows machine at the protected site and the recovery site. SRM requires an absolute minimum of 2vCPU, 2 GB RAM and 5 GB disk available, more is recommended for large environments and installations with an embedded database.
  • The Windows server should have User Access Control (UAC) disabled (in the registry, not just set to never notify) as this interferes with the install.
  • Each SRM installation requires its own database, this can be embedded for small deployments, or external for large deployments.
  • A vCenter Server must be in place at both the protected site and the recovery site.
  • SRM supports both embedded and external Platform Services Controller deployments. If the external deployment method is used ensure the vCenter at the failover site is able to connect to the Platform Services Controller (i.e. it isn’t in the primary site). For more information click here.
  • The vCenter Server, Platform Services Controller, and SRM versions must be the same on both sites.
  • You will need the credentials of the vCenter Server SSO administrator for both sites.
  • For vCenter Server 6.0 U2 compatibility use SRM v6.1.1, vCenter Server 6.0 U3 use SRM v6.1.2 and for vCenter Server 6.5 and 6.5 U1 use v6.5 or v6.5.1 of SRM.
  • Check compatibility of other VMware products using the Product Interoperability Matrix.
  • If there any firewalls between the management components review the ports required for SRM in this KB.
  • SRM can be licensed in packs of 25 virtual machines, or for unlimited virtual machines on a per CPU basis with vCloud Suite. Read more about SRM licensing here.
  • Array based replication or vSphere Replication should be in place before beginning the SRM install. If you are using array based replication contact your storage vendor for best practices guide and the Storage Replication Adapter which is installed on the same server as SRM.

As well as the requirements listed above the following points are best practices which should also be taken into consideration:

  • Small environments can host the SRM installation on the same server as vCenter Server, for large environments SRM should be installed on a different system.
  • For vCenter Server, Platform Services Controller, Site Recovery Manager servers, and vSphere Replication (if applicable) use FQDN where possible rather than IP addresses.
  • Time synchronization should be in place across all management nodes and ESXi hosts.
  • It is best practice to have Active Directory and DNS servers already running at the failover site.

Installation

In this example we will be installing Site Recovery Manager using Nimble array based replication. There is a vCenter Server with embedded Platform Services Controller already installed at each site. The initial screenshots are from an SRM v6.1.1 install, but I have also validated the process with SRM v6.5.1 and vCenter 6.5 U1.

SRM

The virtual machines we want to protect are in datastores replicated by the Nimble array. For more information on the storage array pre-installation steps see the Nimble Storage Integration post referenced below. The Site Recovery Manager install, configuration, and failover guides have no further references to Nimble and are the same for all vendors and replication types.

Part 1 – Nimble Storage Integration with SRM

Part 2 – Site Recovery Manager Install Guide

Part 3 – Site Recovery Manager Configuration and Failover Guide

Installing SRM

The installation is pretty straight forward, download the SRM installer and follow the steps below for each site. We’ll install SRM on the Windows server for the primary / protected site first, and repeat the process for the DR / failover site. We can then pair the two sites together and create recovery plans.

SRM 6.5.1 (vSphere 6.5 U1) Download | Release Notes | Documentation

SRM 6.5 (vSphere 6.5) Download | Release Notes | Documentation

SRM 6.1.2 (vSphere 6.0 U3) Download | Release Notes | Documentation

SRM 6.1.1 (vSphere 6.0 U2) Download | Release Notes | Documentation

Log into the Windows server where SRM will be installed as an administrator, and right click the downloaded VMware-srm-version.exe file. Select Run as aministrator. If you are planning on using an external database then the ODBC data source must be configured, for SQL integrated Windows authentication make sure you log into the Windows server using the account that has database permissions to configure the ODBC data source, and run the SRM installer.

Select the installer language and click Ok.

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Click Next to begin the install wizard.

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Review the patent information and click Next.

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Accept the EULA and click Next.

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Confirm you have read the prerequisites located at http://pubs.vmware.com/srm-61/index.jsp by clicking Next.

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Select the destination drive and folder, then click Next.

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Enter the IP address or FQDN of the Platform Services Controller that will be registered with this SRM instance, in this case the primary site. If possible use the FQDN to make IP address changes easier if required at a later date. Enter valid credentials to connect to the PSC and click Next. If your vCenter Server is using an embedded deployment model then enter your vCenter Server information.

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Accept the PSC certificate when prompted. The vCenter Server will be detected from the PSC information provided. Confirm this is correct and click Next. Accept the vCenter certificate when prompted.

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Enter the site name that will appear in the Site Recovery Manager interface, and the SRM administrator email address. Enter the IP address or FQDN of the local server, again use the FQDN if possible, and click Next.

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In this case as we are using a single protected site and recovery site we will use the Default Site Recovery Manager Plug-in Identifier. For environments with multiple protected sites create a custom identifier. Click Next.

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Select Automatically generate a certificate, or upload one of your own if required, and click Next.

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Select an embedded or external database server and click Next. If you are using an external database you will need a DSN entry configured in ODBC data sources on the local Windows server referencing the external data source. Click Next.

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If you opted for the embedded database you will be prompted to enter a new database name and create new database credentials. Click Next.

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Configure the account to run the SRM services, if applicable, and click Next.

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Click Install to begin the installation.

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Site Recovery Manager is now installed. Repeat the process to install SRM on the Windows server in the DR / recovery site, referencing the local PSC and changing the site names as appropriate. If you are using storage based replication you also need to install the Storage Replication Adapter (SRA) on the same server as Site Recovery Manager. In this example I have installed the Nimble SRA, available from InfoSight downloads, which is just a next and finish installer.

After each site installation of SRM you will see the Site Recovery Manager icon appear in the vSphere web client for the corresponding vCenter Server.

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Providing the datastores are replicated, either using vSphere replication or array based replication, we can now move on to pairing the sites and creating recovery plans in Part 3.

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Part 1 – Nimble Storage Integration with SRM

Part 2 – Site Recovery Manager Install Guide

Part 3 – Site Recovery Manager Configuration and Failover Guide

Nimble Storage Integration with SRM

This post will walk through the steps required to prepare Nimble Storage arrays at primary and secondary sites for VMware Site Recovery Manager (SRM) using array based replication. The following posts in this Site Recovery Manager series detail the end to end installation and configuration process.

Part 1 – Nimble Storage Integration with SRM

Part 2 – Site Recovery Manager Install Guide

Part 3 – Site Recovery Manager Configuration and Failover Guide

SRM

Before beginning ensure that time synchronization and DNS are in place across the Nimble arrays and vCenter / SRM servers. It is best practice to have Active Directory and DNS servers already running at the secondary site, and also recommended for virtual machine swap files to be stored in a dedicated datastore without replication. Make sure you review the Nimble Storage Best Practices for VMware Site Recovery Manager guide.

All Nimble Storage arrays are listed on the VMware Compatibility Guide, and Nimble have been providing a VMware specific Storage Replication Adapter (SRA) since version 5.1 of SRM. The SRA is the main integration point between SRM and Nimble; allowing storage interactive workflows to be initiated from SRM. In my environment I will only be using VMDK for the virtual storage and can utilise  the Nimble built in vCenter synchronization to quiesce I/O during snapshots. This means the replica is in an application-consistent state and can be cleanly brought back online in the event of failover. Nimble arrays are supplied inclusive of all features, so there are no additional licensing costs for replication.

VMware Integration

If you’re using Nimble to present LUNs to VMware then it’s likely you configured VMware integration during the initial configuration. However, to check log into the web UI of both the replication source and target Nimble arrays by browsing to the IP address or FQDN. From the drop-down Administration menu select VMware Integration.

If the correct vCenter Server is already registered confirm the settings using the Test Status button. Otherwise, enter the required vCenter information to register with the Nimble Storage array.

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Furthermore, any ESXi hosts connected to Nimble volumes should have the Nimble Connection Manager installed, which includes the Nimble Path Selection Policy (PSP) for VMware. Installing the Nimble VIBs is not included in the scope of this article, however I have briefly outlined the process below.

  • Log in to InfoSight and select Software Downloads from the Resources drop down.
  • Click Connection Manager (NCM) for VMware and download the appropriate version.
  • The downloaded zip file contains the Nimble VIBs, you can install these using one of the following methods:

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Configure Replication Partners

Log into the Nimble web UI using the management IP address or FQDN of the desired replication source array. From the drop-down Manage menu, select Protection, and Replication Partners.

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Existing replication partners will be listed, at this stage we don’t have any. Click New Replication Partner.

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The replication partner wizard will load.

  • Enter the group name of the replication target in the partner name field, the group name can be obtained by logging into the web UI of the target Nimble array and clicking the Group referenced in the top right hand corner, or by navigating to Manage, Arrays. Fill in the rest
  • Enter a description if required. Enter the hostname or management IP address of the target Nimble array.
  • Enter a shared secret, this will be configured the same on both arrays.
  • Specify if replication traffic should use the existing management network, or specified data IPs.
  • Specify any folder assignments if required.

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If you want to configure bandwidth limits this is done on the QoS Policy page, click Finish once complete.

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The replication partner will now be listed with a status of OK, the Test function should come back with a success message. Repeat the process on the replication target Nimble array, adding a replication partner for the replication source array.

Configure Volume Replication

Now we have an available replication target we can configure replication of important volumes. In the Nimble web UI for the replication source array, navigate to Manage, Volumes. Replication is configured in the Protection tab, either during the New Volume wizard, or for an existing volume by clicking the volume and Edit, then selecting Protection. Select Create new volume collection and enter a name.

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Something to be aware of – later in the SRM configuration stage we will create protection groups which use consistency groups to group datastores for protection. These SRM consistency groups map to the volume collection groups in Nimble, so if you want to configure different protection settings for different virtual machines they will need to be in volumes using separate volume collection groups. See here for more information.

If application or hypervisor synchronization is required then enter the appropriate details. In this case since we are integrating with SRM we will select VMware vCenter and enter the vCenter details, ensuring application-consistent copies are replicated to the secondary site.

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Configure the protection schedule and how many snapshots to keep locally and on the replication target array, make sure you select the replication partner we created earlier from the Replicate to drop-down menu. When you have entered the required details click Save.

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Repeat this process for any other volumes requiring replication. Once a volume collection has been created you can use the same protection schedules by selecting the existing volume collection on the Protection tab of a volume.

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To view or edit a volume collection navigate to Manage, Protection, Volume Collections in the Nimble web UI.

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Existing replication snapshots are displayed on the Replication tab when selecting a volume, or in the volume collections page referenced above. On the replication target array replication volumes are displayed in the volumes page with a grey coupled LUN icon.

We can now move on to installing Site Recovery Manager in Part 2, the only other Nimble specific step is to install the Storage Replication Adapter (SRA) on the same Windows server as SRM, after SRM has been installed. The Nimble SRA can be downloaded here from InfoSight, and is a simple next and finish installer. After SRM is installed you can confirm the SRA status in the vSphere web client by browsing to Site Recovery Manager, Sites, select the site, open the Monitor tab, and click SRAs.

SRA

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Part 1 – Nimble Storage Integration with SRM

Part 2 – Site Recovery Manager Install Guide

Part 3 – Site Recovery Manager Configuration and Failover Guide