Basic Configuration Installation Guide

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1 EMC RecoverPoint for VMs 5.0 Basic Configuration Installation Guide P/N REV 01 December 7, 2016 This document contains information on these topics: Revision History... 2 Overview... 3 Reference architecture... 4 Assumptions... 5 Prerequisites... 5 Data preparation... 7 Create ESXi iscsi software adapter... 9 Deploy vrpa OVA Configure vrpa cluster Verify deployment success Deploy and configure remote site Connect Site A and Site B vrpa clusters Register ESXi cluster for replication Protect virtual machine Verify replication status Final steps Appendix A: Install vsphere Client Integration Plug-in... 44

2 Revision History Revision History The following table presents the revision history of this document: Revision Date Description 01 Dec 2016 Initial revision. Copyright 2016 by EMC Corporation. All rights reserved. Published in the USA. Published December 2016 EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. The information in this publication is provided as is. EMC Corporation makes no representations or warranties of any kind with respect to the information in this publication, and specifically disclaims implied warranties of merchantability or fitness for a particular purpose. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. EMC2, EMC, and the EMC logo are registered trademarks or trademarks of EMC Corporation in the United States and other countries. All other trademarks used herein are the property of their respective owners. For the most up-to-date regulatory document for your product line, go to EMC Online Support ( 2 RecoverPoint for VMs Basic Configuration Installation Guide

3 Overview Overview Thank you for choosing RecoverPoint for VMs, a virtualized solution that provides data replication, protection, and recovery within the VMware vsphere environment. This guide provides a step-by-step explanation for installing a basic configuration to replicate VMs between two sites. This installation is targeted at low-scale environments with minimal redundancy and may be used to demonstrate proof of concept. Using this guide, you will create RecoverPoint for Virtual Machines clusters and connect them to form a working replication system. For more advanced installations, refer to the RecoverPoint for Virtual Machines Installation and Deployment Guide. For larger scale configuration information, refer to the RecoverPoint for Virtual Machines Scale and Performance Guide. These guides may be found at: Terminology Key components of the RecoverPoint for VMs system that are involved in this installation include: vrpa - The virtual RecoverPoint Appliance is a data appliance that manages data replication. You will create the vrpas you need by using the vsphere Web Client from the vcenter Server. vrpa cluster - A group of up to 8 vrpas in the same cluster that work together to replicate and protect data. In this installation process, you will create 2 vrpa clusters with 2 vrpas in each cluster. RecoverPoint for VMs plug-in The vsphere web client user interface for managing VM replication. The plug-in automatically installs after you create the vrpa cluster. RecoverPoint for VMs splitter Proprietary software installed on every ESXi host in an ESXi cluster that is involved in RecoverPoint replication or running virtual RPAs. The splitter splits every write to the VMDK and sends a copy of the write to the vrpa and then to the designated storage volumes. It automatically installs after you register the ESXi cluster. RecoverPoint for VMs system One or more connected vrpa clusters. You can use this installation process to configure a RecoverPoint for VMs system that connects two clusters, one at each of two sites. vrpa LAN network vrpa cluster management network used for communication between vrpas and to other entities such as the vcenter. vrpa WAN network vrpa inter-cluster network used for communication between vrpa clusters. In our basic configuration, we do not require a gateway to communicate between sites; therefore, we will choose a unified topology: a single WAN+LAN network. vrpa iscsi network Data path network used for traffic between vrpa and splitter. RecoverPoint for VMs Basic Configuration Installation Guide 3

Reference architecture Reference architecture For ease of deployment and proof of concept, this guide uses a reference architecture that features a basic configuration that includes: Two vrpa

4 Reference architecture Reference architecture For ease of deployment and proof of concept, this guide uses a reference architecture that features a basic configuration that includes: Two vrpa clusters, one at Site A and one at Site B Two vrpas at each vrpa cluster Two vcenters Two ESXi hosts on each vcenter Two NICs per vrpa, one for LAN + WAN and the other for data/iscsi communication One VMkernel port (for iscsi) for each ESXi Note: Other network topologies can be deployed. For additional information, refer to the RecoverPoint for Virtual Machines Installation and Deployment Guide. The goal of this guide is to establish replication by deploying a single consistency group between Site A and Site B. The steps include creating two vrpas in a vrpa cluster at each site and connecting these two vrpa clusters to enable replication between the sites. The examples in this guide are based on this reference architecture: Figure 1. Reference architecture 4 RecoverPoint for VMs Basic Configuration Installation Guide

5 Assumptions Assumptions The following assumptions apply: Google Chrome browser. vsphere 6.0 Update 1. Screens may appear slightly different when using a different version. vsphere web client. RecoverPoint for Virtual Machines 5.0 is not installed in the environment. Prerequisites vrpa OVA file for RecoverPoint for VMs download from 1. Perform a search in the Type a Product Name text box for RecoverPoint for Virtual Machines. 2. Locate and download RecoverPoint for Virtual Machines <version> Installation Kit. Ensure that you select version 5.0.x. Example of downloaded file: RecoverPoint_for_Virtual_Machines_<version>_Installation_Kit _<md5_checksum>.zip 3. Uncompress the.zip file. The.zip file contains the OVA file needed for the installation. iscsi IP segment from which IPs will be allocated for ESXi hosts and vrpas (recommended on a dedicated VLAN) Network segment any standard VMs VLAN or system/core VMs VLAN with three unallocated IPs at each cluster. This network segment will be used for vrpas management and data transfer between the clusters. Open firewall ports for inbound and outbound communication for each vrpa: 22, 5001, 5010, 5020, 5040, 5060, 5080, 5081, 5100, 8082, 8084, For additional information, refer to the RecoverPoint for Virtual Machines Security Configuration Guide. VMs for protection in Site A Datastore free space: Site A 100 GB for system usage (not including protected VM) 10 GB per protected VM, for journaling Site B 100 GB for system usage Size of Site A protected VM 10 GB per protected VM, for journaling RecoverPoint for VMs Basic Configuration Installation Guide 5

6 Prerequisites Reservation for 8 GB memory and 8000 MHz CPU in each ESXi cluster for each site. This requirement assumes using bronze vrpa (2 vcpu and 4GB). For larger deployments, refer to the RecoverPoint for Virtual Machines Installation and Deployment Guide. vsphere web client with Client Integration Plug-in (see high-level steps in Appendix A: Install vsphere Client Integration Plug-in). Clocks synchronized by using NTP. Ensure all server clocks are synchronized, including ESXi hosts and vcenters; the installation may not work if certificate time differences exist. Recommended setting non-volatile scratch partition 6 RecoverPoint for VMs Basic Configuration Installation Guide

7 Data preparation Data preparation Before beginning this installation, use these forms to collect data that will be required for the installation. Table 1. Common to all vrpas Property Site A Site B Notes vcenter (FQDN or IP) Cluster name Data store name Time zone Local domain (optional) Primary DNS server IP (optional) Secondary DNS server IP (optional) NTP server (recommended) vrpa cluster management IP vcenter credentials WAN + LAN / subnet mask WAN + LAN default gateway iscsi subnet mask Table 2. Per vrpa Property SiteA_vRPA1 SiteA_vRPA2 SiteB_vRPA1 SiteB_vRPA2 WAN + LAN IP iscsi (Data) IP RecoverPoint for VMs Basic Configuration Installation Guide 7

8 Data preparation Table 3. Per ESXi Property Site A Site B ESXi1 iscsi IP ESXi2 iscsi IP 8 RecoverPoint for VMs Basic Configuration Installation Guide

Create ESXi iscsi software adapter Create ESXi iscsi software adapter RecoverPoint for VMs uses iscsi protocol for communication between the ESXi-based splitter

Perform the following steps only if your infrastructure is not already configured for iscsi storage. Perform these steps on each ESX host, from each vcenter. 1.

9 Create ESXi iscsi software adapter Create ESXi iscsi software adapter RecoverPoint for VMs uses iscsi protocol for communication between the ESXi-based splitter and the vrpas. To enable data transfer, you will create an iscsi software adapter. Perform the following steps only if your infrastructure is not already configured for iscsi storage. Perform these steps on each ESX host, from each vcenter. 1. From the vcenter web client, add a new iscsi software adapter: Hosts and Clusters > <desired host> > Manage > Storage > Storage Adapters > > Software iscsi adapter. 2. Click OK. RecoverPoint for VMs Basic Configuration Installation Guide 9

10 Create ESXi iscsi software adapter 3. Create a new VMKernel port: a. Hosts and Clusters > <host> > Manage > Networking > VMkernel adapters > b. Select VMKernel Network Adapter and click Next. 4. Click Browse to choose an existing vswitch, or create a new vswitch if an unused NIC with the iscsi VLAN is permitted. 10 RecoverPoint for VMs Basic Configuration Installation Guide

11 Create ESXi iscsi software adapter Click OK. Click Next. RecoverPoint for VMs Basic Configuration Installation Guide 11

12 Create ESXi iscsi software adapter 5. Enter a Network label for the new VMkernel port and click Next. 6. Enter IP settings for the VMkernel. Use the data that you collected in Data preparation. 12 RecoverPoint for VMs Basic Configuration Installation Guide

13 Create ESXi iscsi software adapter 7. Click Finish. 8. Bind the VMKernel port to the iscsi adapter by selecting the new iscsi Software Adapter: a. Select Hosts and Clusters > <desired host> > Manage > Storage > Storage Adapters. b. Select the Network Port Binding tab, and click the icon. RecoverPoint for VMs Basic Configuration Installation Guide 13

14 Create ESXi iscsi software adapter 9. Select the new VMkernel and click OK. If you are prompted to rescan the adapter, click OK. 14 RecoverPoint for VMs Basic Configuration Installation Guide

Create ESXi iscsi software adapter 10. Ensure that additional network adapters that might be connected to the VMKernel port are designated as unused adapters.

15 Create ESXi iscsi software adapter 10. Ensure that additional network adapters that might be connected to the VMKernel port are designated as unused adapters. iscsi binding is allowed if the VMKernel port is attached to only one active adapter in the port group or virtual switch while all other adapters are configured as unused. a. Select Hosts and Clusters > <desired host> > Manage > Networking > Virtual Switches. b. Select the desired VMKernel port group from the list of virtual switches. c. Click the icon to edit settings. RecoverPoint for VMs Basic Configuration Installation Guide 15

16 Create ESXi iscsi software adapter 11. Select the Override checkbox and ensure that only one adapter is listed under Active adapters. To move an adapter to Unused adapters, select the adapter and click the up/down arrows. Click OK. 12. Repeat the steps in this procedure for each ESXi host, from each vcenter. You have finished creating the ESXi iscsi software adapters and are ready to proceed with deploying the vrpa OVA. 16 RecoverPoint for VMs Basic Configuration Installation Guide

17 Deploy vrpa OVA Deploy vrpa OVA 1. Connect to the vsphere web client. 2. In the Navigator, click Hosts and Clusters. 3. Select the ESXi cluster or specific ESXi host on which you want to deploy the vrpa VM. 4. To deploy the OVA, right-click the cluster or host, and select Deploy OVF template. The vrpa reserves the VM to ensure the targeted environment has enough resources. Note: The Client Integration Plug-in must be installed to enable OVF functionality. See Appendix A: Install vsphere Client Integration Plug-in for installation steps. RecoverPoint for VMs Basic Configuration Installation Guide 17

18 Deploy vrpa OVA 5. After selecting Deploy OVF template, you might receive the following pop-up. Clear the Always ask before allowing this site checkbox, and then click Allow. 6. Browse the OVA file. 18 RecoverPoint for VMs Basic Configuration Installation Guide

If you accept the terms, click Accept, and then click Next.

19 Deploy vrpa OVA 7. In Review details step, click Next. 8. Scroll to the bottom of the Accept License Agreements window. If you accept the terms, click Accept, and then click Next. RecoverPoint for VMs Basic Configuration Installation Guide 19

20 Deploy vrpa OVA 9. Choose a VM folder in which to register the vrpa, and enter a meaningful name. For example: 10. Select the desired deployment configuration. For this installation, the smallest configuration (shown below) is adequate. 20 RecoverPoint for VMs Basic Configuration Installation Guide

Select the desired port group for the vrpa management network, also known as the LAN network.

21 Deploy vrpa OVA 11. Select a datastore (see Data preparation section) on which to deploy the vrpa. If you are using storage policies, choose a policy based on your requirements (redundancy, speed, back-up). 12. Select the desired port group for the vrpa management network, also known as the LAN network. This network will be used also for the WAN network (see Reference architecture). RecoverPoint for VMs Basic Configuration Installation Guide 21

Deploy vrpa OVA 13. Enter the IP address, Subnet Mask, and Gateway. 14. Review the summary, select the Power on after deployment checkbox, and click Finish. 15.

22 Deploy vrpa OVA 13. Enter the IP address, Subnet Mask, and Gateway. 14. Review the summary, select the Power on after deployment checkbox, and click Finish. 15. Repeat steps 4 through 14 for SiteA_vRPA When finished, ensure both vrpas are powered on. You have finished deploying the vrpas and are ready to proceed with configuring the vrpa clusters. 22 RecoverPoint for VMs Basic Configuration Installation Guide

vrpa: https://<first vrpa IP> The following page appears. 2.

23 Configure vrpa cluster Configure vrpa cluster 1. Connect to the Deployer by opening a web browser and entering the address of the first vrpa: vrpa IP> The following page appears. 2. Click the EMC RecoverPoint for VMs Deployer link. 3. Click Install a vrpa cluster at the bottom of the page. RecoverPoint for VMs Basic Configuration Installation Guide 23

If you are a licensed user without a direct connection to the Internet: a. Select Provide version requirements file manually. b.

If this option is not available, open a Service Request with Customer Service (severity level 3).

24 Configure vrpa cluster 4. If you are a licensed user with a direct connection to the Internet, select Download up-to-date requirements from EMC Online Support. 5. If you are a licensed user without a direct connection to the Internet: a. Select Provide version requirements file manually. b. Go to c. Download the a-cca.xml file or request that it be sent to you by . d. If this option is not available, open a Service Request with Customer Service (severity level 3). Request the latest Upgrade Change Management XML file, indicating the installation date. You will receive the file within one business day, and it will be valid for 30 days. 6. If this is a proof-of-concept installation, select Do not check version requirements. 24 RecoverPoint for VMs Basic Configuration Installation Guide

25 Configure vrpa cluster 7. Enter user credentials with administrator privileges, and connect to your vcenter by clicking Connect. 8. A pop-up prompts you to confirm the SSL certificate. Accept the certificate by clicking Confirm. RecoverPoint for VMs Basic Configuration Installation Guide 25

Configure vrpa cluster 9. Verify the Pre-installation Validation Results, ensure all results are positive (as shown below), and then click Next. 10. Enter the details for the vrpa cluster: a.

For POC installations, select select Not authenticated nor encrypted. c. Enter DNS and NTP using the data gathered in the Data preparation section.

26 Configure vrpa cluster 9. Verify the Pre-installation Validation Results, ensure all results are positive (as shown below), and then click Next. 10. Enter the details for the vrpa cluster: a. Enter a name for the new vrpa cluster. For example: Site A. b. For communication between vrpas, review the RecoverPoint for Virtual Machines 5.0 Security Configuration Guide. For POC installations, select select Not authenticated nor encrypted. c. Enter DNS and NTP using the data gathered in the Data preparation section. If multiple servers exist for each option, separate values with a semicolon. d. Select both vrpas by clicking at the left side of the vrpa names. e. Click Retrieve Associated Datastores. 26 RecoverPoint for VMs Basic Configuration Installation Guide

Configure vrpa cluster 11. Select a datastore for the shared repository data between the vrpas (see the Data preparation section).

Enter the Cluster Management IP address from the Data preparation section. a. In the Network Mapping > Data text box, enter the port group that will be used for iscsi.

c. In Topology for Data (iscsi), select Data (iscsi) on separate network adapter from WAN and LAN. d.

27 Configure vrpa cluster 11. Select a datastore for the shared repository data between the vrpas (see the Data preparation section). This action creates a VMDK file under a folder named RPvStorage, which is used for shared persistent storage by the vrpas. 12. Enter the Cluster Management IP address from the Data preparation section. a. In the Network Mapping > Data text box, enter the port group that will be used for iscsi. It is recommended that iscsi communication between the vrpa and ESXi VMkernel port be on the same Layer 2 network without routing. b. In Topology for WAN and LAN, select WAN and LAN on same network adapter. c. In Topology for Data (iscsi), select Data (iscsi) on separate network adapter from WAN and LAN. d. Enter the default gateway using the information you collected in the Data preparation section. This gateway (WAN + LAN default gateway) is used for management and data transfer between the clusters. RecoverPoint for VMs Basic Configuration Installation Guide 27

28 Configure vrpa cluster 13. Configure vrpa settings by entering the data from the Data preparation section, and then click Install. The WAN + LAN text box is disabled because the IP address is automatically retrieved from OVA properties. You have finished configuring the vrpa cluster and are ready to proceed with verifying deployment success. 28 RecoverPoint for VMs Basic Configuration Installation Guide

In the inventory tab, ensure that RecoverPoint for VMs appears.

29 Verify deployment success Verify deployment success 1. Verify that the vrpa cluster installation completes successfully. Note: The installation progress remains at 56% for a while before it reaches 100%. This is normal. 2. Connect to the vsphere web client. In the inventory tab, ensure that RecoverPoint for VMs appears. If you are already logged in, log out and log in again to refresh the RecoverPoint for VMs plug-in. You have finished verifying deployment success and are ready to proceed with deploying vrpas and configuring the cluster at the remote site. RecoverPoint for VMs Basic Configuration Installation Guide 29

30 Deploy and configure remote site Deploy and configure remote site 1. At the remote site, repeat all steps in the Deploy vrpa OVA and Configure vrpa cluster sections for SiteB_vRPA1 and SiteB_vRPA2. Use the data listed in the Data preparation section. 2. When you have finished deploying and configuring the remote site, proceed with connecting Site A and Site B vrpa clusters. 30 RecoverPoint for VMs Basic Configuration Installation Guide

31 Connect Site A and Site B vrpa clusters Connect Site A and Site B vrpa clusters 1. In the RecoverPoint for VMs Deployer home page of the local (Site A) cluster, click Connect vrpa clusters. 2. Select the I have fulfilled these conditions checkbox. RecoverPoint for VMs Basic Configuration Installation Guide 31

Use the data from the Data preparation section. 4.

32 Connect Site A and Site B vrpa clusters 3. Enter the WAN/LAN IP address of one of the vrpas at the remote (Site B) cluster. Use the data from the Data preparation section. 4. Click Connect to activate the cluster connection process and monitor its progress. 32 RecoverPoint for VMs Basic Configuration Installation Guide

33 Connect Site A and Site B vrpa clusters 5. Ensure that the clusters connect successfully. You have finished connecting Site A and Site B vrpa clusters and are ready to proceed with registering the ESXi cluster for replication. RecoverPoint for VMs Basic Configuration Installation Guide 33

Select RecoverPoint for VMs from the home page. 3.

34 Register ESXi cluster for replication Register ESXi cluster for replication 1. Connect to the vsphere web client of the local site (Site A). 2. Select RecoverPoint for VMs from the home page. 3. Select Administration > vrpa Clusters > ESX Cluster, and then click Add. 34 RecoverPoint for VMs Basic Configuration Installation Guide

35 Register ESXi cluster for replication 4. Select the ESXi cluster from which you want to replicate VMs, and then click OK. 5. Click Validate to verify connectivity between the ESXi and the vrpa iscsi NICs. RecoverPoint for VMs Basic Configuration Installation Guide 35

36 Register ESXi cluster for replication Ignore this warning if it occurs: Port binding configuration Two or more broadcast domains have been detected. Do not configure port binding. 6. Repeat steps 1 through 5 for Site B, selecting the remote ESX cluster from the vsphere web client of Site B. You have finished registering the ESXi cluster for replication and are ready to proceed with protecting the VM. 36 RecoverPoint for VMs Basic Configuration Installation Guide

Protect virtual machine Protect virtual machine 1. Connect to the Site A vcenter (see the Data preparation section). 2. Access the VMs and Templates view. 3. Power on the desired VM for replication.

37 Protect virtual machine Protect virtual machine 1. Connect to the Site A vcenter (see the Data preparation section). 2. Access the VMs and Templates view. 3. Power on the desired VM for replication. 4. Right-click the VM, and select All RecoverPoint for Virtual Machines Actions > Protect. 5. Name a new consistency group and select the vrpa cluster to use as a source for replication. RecoverPoint for VMs Basic Configuration Installation Guide 37

Note: The production journal tracks data that is not yet replicated to copy sites. It also tracks fail-overs.

38 Protect virtual machine 6. Configure production settings (see the Data preparation section): a. Enter a name for the production copy. b. Configure a production journal using the default size of 10 GB. c. Select a datastore to be used for the journal (either automatically or manually). Note: The production journal tracks data that is not yet replicated to copy sites. It also tracks fail-overs. Changes that are made to the protected VM are stored on the journal VMDK before being replicated to copies. 7. If selecting datastores manually, select a datastore from the available datastore pools, and then click OK. 38 RecoverPoint for VMs Basic Configuration Installation Guide

39 Protect virtual machine 8. Click Next. 9. Enter a name for the replica copy, and select the vrpa cluster at Site B. RecoverPoint for VMs Basic Configuration Installation Guide 39

40 Protect virtual machine 10. Select a datastore for the replica journal (see step 6). Use default settings, and then click Next. 11. Select the ESXi cluster on which to create the replica. Note: If Distributed Resource Scheduler is disabled, select a specific ESXi. 40 RecoverPoint for VMs Basic Configuration Installation Guide

fail-over. 13. Expand the Production and Copy settings to ensure that they are correct, and then click Finish.

41 Protect virtual machine 12. Select a datastore on which the replica will be created. Click Next. Note: This is the copy you will use at the remote site when failing over or when accessing an image (test a copy) without fail-over. 13. Expand the Production and Copy settings to ensure that they are correct, and then click Finish. You have finished protecting the VM and are ready to proceed with verifying replication status. RecoverPoint for VMs Basic Configuration Installation Guide 41

Note: The replication process may require several minutes to initialize. 2. Monitor the health of the system from the Dashboard tab.

42 Verify replication status Verify replication status 1. From the RecoverPoint for VMs plug-in, verify the status of the replication. You can verify replication status by selecting VMs and Templates > <desired VM> > Manage > RecoverPoint for VMs. Note: The replication process may require several minutes to initialize. 2. Monitor the health of the system from the Dashboard tab. You have finished verifying replication status and are ready to proceed with final steps. 42 RecoverPoint for VMs Basic Configuration Installation Guide

43 Final steps Final steps Licensed users must activate their entitlements, add licenses, register their RecoverPoint for VMs system, and establish communication between their system and the EMC System Reports (ESRS) database. Steps to complete these tasks are in the Getting started section of the RecoverPoint for Virtual Machines Administrator s Guide, which is available at: Note: You only need to continue to Appendix A: Install vsphere Client Integration Plug-in if you have not yet installed the Client Integration Plug-in for the vsphere web client. RecoverPoint for VMs Basic Configuration Installation Guide 43

Appendix A: Install vsphere Client Integration Plug-in Appendix A: Install vsphere Client Integration Plug-in Ensure that you have installed the Client Integration Plug-in for the vsphere web client;

44 Appendix A: Install vsphere Client Integration Plug-in Appendix A: Install vsphere Client Integration Plug-in Ensure that you have installed the Client Integration Plug-in for the vsphere web client; this plug-in is required for deploying OVF functionality. When you attempt to enable OVF functionality without the plug-in, this message appears: 1. If the Client Integration Plug-in is not installed, notice this option at the bottom of the vsphere web client login page ( ip or fqdn>:9443). 2. To install the Client Integration Plug-in, close all web browsers, click the Download Client Integration Plugin link, and select the default installation. 3. After successful plug-in installation, ensure that your browser detects and enables the plug-in. If the plug-in is browser-enabled, you will notice this option at the login screen: 44 RecoverPoint for VMs Basic Configuration Installation Guide

Basic Configuration Installation Guide

RecoverPoint for VMs 5.1 Basic Configuration Installation Guide P/N 302-003-975 REV 1 July 4, 2017 This document contains information on these topics: Revision History... 2 Overview... 3 Reference architecture...