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1 This solution guide describes the data protection functionality of the Federation Enterprise Hybrid Cloud for Microsoft applications solution, including automated backup as a service, continuous availability, and disaster recovery. October 2015

2 Copyright 2015 EMC Corporation. All rights reserved. Published in the USA. Published October 2015 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. EMC 2, EMC, Avamar, Data Domain, Data Protection Advisor, Isilon, PowerPath, EMC RecoverPoint, ScaleIO, ViPR, VMAX, VNX, VPLEX, XtremIO, 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 listing of EMC product names, see EMC Corporation Trademarks on EMC.com. Federation Enterprise Hybrid Cloud 3.1: Microsoft Applications Protection and Availability Solution Guide Part Number H

3 Contents Chapter 1 Executive Summary... 5 Federation solutions... 6 Document purpose... 6 Audience... 6 Solution purpose... 6 Business challenge... 7 Technology solution... 7 Essential reading... 8 Terminology... 8 Chapter 2 Microsoft Applications Solution Architecture Solution overview...11 Key components...12 Software resources...14 Chapter 3 Backup as a Service Overview...16 EMC Avamar...17 EMC Data Domain...18 Microsoft BaaS prerequisites...18 Publishing a Microsoft BaaS application blueprint...19 Importing and publishing Microsoft BaaS workflows...21 Provisioning Microsoft applications with BaaS...22 Adding and removing Microsoft backup policies...23 Backup operations...25 Protecting Exchange Server with Avamar...25 Protecting SharePoint Server with Avamar...27 Protecting SQL Server with Avamar...30 Protecting SQL Server with Data Domain and DDBoost...34 Viewing the backup status of Microsoft applications...38 Restore operations: SQL Server...39 On-demand restore for SQL Server...39 Chapter 4 Continuous Availability Overview...44 Solution design...44 Continuous availability for applications...44 VPLEX design...45 Logical architecture of VPLEX...45 VPLEX Witness...46 Network topology

4 Contents vsphere vmotion...46 vsphere HA...47 Continuous availability operations...47 Provisioning distributed storage for continuous availability...47 Provisioning applications for continuous availability...49 Provisioning SQL Server AAG for continuous availability...51 Provisioning Exchange Server DAG for continuous availability...51 Chapter 5 Disaster Recovery Overview...53 Solution design...53 Disaster recovery for Microsoft applications...54 Provisioning Microsoft applications for disaster recovery...55 DR-specific requirements...55 Provisioning Microsoft applications on DR-protected workloads...57 Disaster recovery operations...58 Failing over Microsoft applications...58 Failing back Microsoft applications...60 Chapter 6 Conclusion Summary...62 Findings...62 Chapter 7 References EMC documentation...64 VMware documentation...64 Microsoft documentation

5 This chapter presents the following topics: Federation solutions... 6 Document purpose... 6 Audience... 6 Solution purpose... 6 Business challenge... 7 Technology solution... 7 Essential reading... 8 Terminology

6 EMC II, Pivotal, RSA, VCE, Virtustream, and VMware form a unique Federation of strategically aligned businesses that are free to execute individually or together. The EMC Federation businesses collaborate to research, develop, and validate superior, integrated solutions and deliver a seamless experience to their collective customers. The Federation provides customer solutions and choice for the software-defined enterprise and the emerging third platform of mobile, cloud, big data, and social networking. The Federation Enterprise Hybrid Cloud 3.1 solution is a completely virtualized data center, fully automated by software. The solution delivers IT as a service, with continuous availability (CA), backup as a service (BaaS), and disaster recovery (DR) for Microsoft applications. This guide describes how to use Federation Enterprise Hybrid Cloud 3.1 for automated deployment, management, and monitoring of Microsoft applications, such as Microsoft Exchange Server, Microsoft SharePoint Server, and Microsoft SQL Server, within a Federation Enterprise Hybrid Cloud built with VMware vcloud Suite. This solution guide describes the data protection functionality of the Federation Enterprise Hybrid Cloud for Microsoft applications solution. This functionality enables automated backup as a service, continuous availability, and disaster recovery capabilities for Microsoft applications. This guide is intended for customers, partners, and EMC personnel who plan to deploy this solution. Readers should be familiar with Federation Enterprise Hybrid Cloud, Exchange Server, SQL Server, SharePoint Server, and the associated infrastructure. Readers should also be familiar with the infrastructure and security policies of the customer installation. This solution provides a reference architecture that integrates all the key components and functionality necessary for deploying, managing, and protecting Microsoft applications in a hybrid cloud. The solution enables customers to use the Federation Enterprise Hybrid Cloud 3.1 for: On-demand, self-service provisioning of Microsoft Enterprise applications such as Exchange Server, SharePoint Server, and SQL Server. During provisioning, the applications are automatically added to backup policies. Complete management of the application service lifecycle. Provisioning, monitoring, protection, and management of the infrastructure services by line-of-business end users, without IT administrator involvement. Provisioning of application blueprints with associated infrastructure resources by line-of-business application owners without IT administrator involvement. Provisioning of backup, continuous availability, and disaster recovery services as part of the cloud service provisioning process. Backup as a service with on-demand backup and restore capabilities for Microsoft applications. 6

7 While many organizations have successfully introduced virtualization as a core technology within their data center, end users and business units within the organizations have not experienced many of the benefits of cloud computing such as increased agility, mobility, and control. Transforming from the traditional IT model to a cloud-operating model involves overcoming the challenges of inefficient and inflexible legacy infrastructure and processes, such as: Slow, reactive responses to customer requests Inadequate visibility into the cost of the requested infrastructure Limited choice of availability and protection services To meet these challenges, public cloud providers have built technology and business models catering to the requirements of end-user agility and control. Many organizations are under pressure to provide these same services within the secure and compliant confines of the on-premises data center. As a result, IT departments must create costeffective alternatives to public cloud services, alternatives that do not compromise enterprise features such as data protection, disaster recovery, and guaranteed service levels. Microsoft applications such as Exchange Server, SharePoint Server, and SQL Server, are mission critical to organizations. Ensuring that these applications are protected and continuously available is fundamental. Deciding where to deploy Microsoft applications can involve trade-offs between an on-premises deployment and a public cloud deployment. Traditional on-premises infrastructures give IT teams more control, but provisioning can take weeks. Public clouds speed up provisioning, but they do not necessarily meet business requirements for data protection, disaster recovery, security, and guaranteed service levels. For this Microsoft applications solution, Federation Enterprise Hybrid Cloud provides on-premises or hosted cloud services to meet these business requirements. The Federation Enterprise Hybrid Cloud solution integrates the best of EMC and VMware products and services to deliver a fully integrated, enterprise-ready solution across all three data center pillars compute, storage, and network. The solution empowers IT organizations to accelerate the implementation and adoption of a hybrid cloud while still enabling customer choice for the compute and networking infrastructures within the data center. The solution caters to customers who want to preserve their investment and make better use of their existing infrastructure and to customers who want to build new infrastructures dedicated to a hybrid cloud. Developed by EMC and VMware product and services teams, the Federation Enterprise Hybrid Cloud solution takes advantage of the strong integration between EMC technologies and VMware vcloud Suite. The solution includes EMC scalable storage arrays and integrated EMC and VMware monitoring and data protection to provide the foundation for cloud services within customer environments. This solution uses VMware vrealize Application Services and VMware vcenter Orchestrator to enable automated deployment, management, and protection of Exchange Server, SQL Server, and SharePoint Server applications, and to enable backup-as-a-service capabilities during the application lifecycle. It also includes disaster recovery with EMC RecoverPoint and VMware vcenter Site Recovery Manager (SRM), and continuous availability with VPLEX Metro to protect Microsoft applications. 7

8 The following documents describe the architecture, components, features, and functionality of the Federation Enterprise Hybrid Cloud 3.1 solution and the Federation Enterprise Hybrid Cloud 3.1 for Microsoft applications solution: Federation Enterprise Hybrid Cloud 3.1: Foundation Infrastructure Reference Architecture Guide Federation Enterprise Hybrid Cloud 3.1: Concepts and Architecture Solution Guide Federation Enterprise Hybrid Cloud 3.1: Operations Solution Guide Federation Enterprise Hybrid Cloud 3.1: Security Management Solution Guide Federation Enterprise Hybrid Cloud 3.1: Microsoft Applications Solution Guide This guide provides external references where applicable. EMC recommends that users implementing this solution be familiar with these documents. For details, refer to Chapter 7: References. Table 1 provides definitions for some of the terms used in this guide. Table 1. Terminology Term Active Directory AlwaysOn Availability Group (AAG) Application blueprint Backup as a service (BaaS) Business group Database availability group (DAG) High availability (HA) Definition A directory service that Microsoft developed for Windows domain networks and is in most Windows Server operating systems as a set of processes and services. An Active Directory domain controller authenticates and authorizes all the users and computers in a Windows domain type network assigning and enforcing security policies for all computers and installing or updating software. For example, when a user logs into a computer that is part of a Windows domain, Active Directory checks the submitted password and determines whether the user is a system administrator or normal user. A high-availability and disaster-recovery feature included with SQL Server. Logical topology of an application for deployment in a virtual cloud. An application blueprint captures the structure of an application with logical nodes, their corresponding services and operating systems, dependencies, default configurations, and network and storage topology requirements. The blueprint is published as a catalog item in the common service catalog. A service that uses cloud infrastructure to back up data to a shared, rather than dedicated, backup infrastructure. Service providers can offer BaaS to their customers who want a flexible, on-demand backup infrastructure without having to purchase, configure, or maintain it themselves. A set of users, often corresponding to a line of business, department, or other organizational unit, that can be associated with a set of catalog services and infrastructure resources. A set of highly available Microsoft Exchange Server Mailbox servers that hosts a set of databases and provides automatic database-level recovery from failures that affect individual servers or databases. A mechanism that enables a system or infrastructure to continue providing services in the event of isolated component or resource failures. 8

9 Term Logical template Pod REST API VPLEX Witness vra vrealize Application Services properties vrealize Automation Application Services service Definition A predefined virtual machine definition in vrealize Automation Application Services that can be mapped to a cloud template (vrealize Automation blueprint) in the vrealize Automation catalog. A collection of virtual machines that has a specific function within the Federation Enterprise Hybrid Cloud. A remote API that follows the REST style of software architecture for distributed systems such as the World Wide Web. REST architecture involves reading a designated web page that contains an XML file. The XML file describes and includes the required content. A virtual machine that provides independent connections to each VPLEX Metro site from a third site. VPLEX Witness ensures the correct site provides continuous availability in the event of a site failure. An abbreviation for vrealize Automation used in diagrams in this guide. vrealize Application Services configuration name-value pairs for services and application components. These are variables used by scripts to set parameters and run various configurations. vrealize Application Services scripted software that can be installed on a virtual machine and reused in multiple applications. 9

10 This chapter presents the following topics: Solution overview Key components Software resources

11 This Federation Enterprise Hybrid Cloud for Microsoft applications solution provides the following application-specific functionality, in addition to the core functionality of the Federation Enterprise Hybrid Cloud solution: Backup as a service for Microsoft applications Continuous availability for Microsoft applications Disaster recovery for Microsoft applications Figure 1 shows the architecture of the solution, which is deployed on a Federation Enterprise Hybrid Cloud platform and uses the Federation Enterprise Hybrid Cloud components outlined in Key components. The solution adds backup as a service, continuous availability, and disaster recovery for Microsoft applications. Figure 1. Federation Enterprise Hybrid Cloud reference architecture 11

12 The management, network, and tenant resources for the solution are divided into several pods, as shown in Figure 1, with each pod performing a solution-specific function: Core Pod The Core Pod hosts a core set of resources that must exist before the remainder of the cloud can be deployed. These core resources include vcenter Server, SQL Server 2012, and NSX Manager. Automation Pod The Automation Pod hosts the virtual machines that automate and manage the cloud infrastructure that supports the workloads consumed by the clouds tenants. The Automation Pod supports the components responsible for functions such as the user portal and automated provisioning, monitoring, metering, and reporting. NEI Pod The Network Edge Infrastructure (NEI) Pod hosts the NSX Edge appliances and NSX Controllers and becomes the convergence point at which the physical and virtual networks connect. Workload Pods The Workload Pods are configured and assigned in vrealize Automation as shared resources, to host application virtual machines deployed by the different business groups in the hybrid cloud environment. These Workload Pods are deployed as VMware vsphere clusters in VMware vcenter endpoints. This Microsoft applications solution uses the following components of the Federation Enterprise Hybrid Cloud: Note: For an overview of these components, refer to the Federation Enterprise Hybrid Cloud 3.1: Foundation Infrastructure Reference Architecture Guide. Data center virtualization and cloud infrastructure VMware vsphere ESXi and VMware vcenter Server VMware vrealize Suite including: VMware vrealize Automation VMware vrealize Automation Application Services VMware vrealize Operations Manager VMware vrealize Configuration Manager VMware vrealize Business Standard VMware vrealize Log Insight VMware vcenter Orchestrator VMware NSX for vsphere networking EMC storage services EMC ViPR software-defined storage EMC VNX, EMC VMAX, EMC ScaleIO, EMC VPLEX, EMC Isilon, and EMC XtremIO storage platforms this guide discusses VNX, VMAX, VPLEX, and XtremIO only EMC ViPR SRM EMC PowerPath /VE 12

13 Data protection VMware vcenter Site Recovery Manager EMC Avamar and EMC Data Domain data protection platforms EMC Data Protection Advisor Disaster recovery EMC RecoverPoint Continuous availability EMC VPLEX Metro Figure 2 shows the key components of the Federation Enterprise Hybrid Cloud, with Exchange Server, SQL Server, and SharePoint Server deployed on the IT-as-a-service platform. Figure 2. Federation Enterprise Hybrid Cloud solution components 13

14 Table 2 lists the application software components specific to this Federation Enterprise Hybrid Cloud for Microsoft applications solution. For a complete list of Federation Enterprise Hybrid Cloud 3.1 software requirements, refer to the relevant EMC E-Lab EMC Simple Support Matrix at elabnavigator.emc.com. Table 2. Supported Microsoft application versions Software Version Notes Microsoft Windows Server 2008 R2, 2012, and 2012 R2 Supported operating systems Microsoft Exchange Server 2010 and 2013 Versions of Exchange Server supported in this solution Microsoft SharePoint Server Microsoft SQL Server 2010 SP2 and 2013 SP R2, 2012, and 2014 Versions of SharePoint Server supported in this solution Versions of SQL Server supported in this solution 14

15 This chapter presents the following topics: Overview Microsoft BaaS prerequisites Backup operations Restore operations: SQL Server

16 This Federation Enterprise Hybrid Cloud for Microsoft applications solution includes BaaS for Microsoft SQL Server, Microsoft SharePoint Server, and Microsoft Exchange Server, enabled by customized VMware vcenter Orchestrator workflows. This backup-as-aservice functionality enables application-level protection and is separate from Federation Enterprise Hybrid Cloud image-level backup, for details refer to the Federation Enterprise Hybrid Cloud 3.1: Operations Solution Guide. These workflows remove the complexities typically associated with the backup and recovery of Microsoft applications. Cloud infrastructure administrators, backup administrators, and cloud end users can run backup operations through the vrealize Automation self-service portal, effortlessly and on demand. In Test/Dev environments, administrators and end users can also restore SQL Server instances and databases through the self-service portal. The on-demand execution of backup and restore actions by non-backup administrators is enabled through approval policies, which ensure that an action is not run until an assigned backup administrator or group of administrators has approved it. The backup infrastructure for the solution is based on EMC Avamar backup and can optionally include EMC Data Domain for increased scalability and capacity. When Microsoft applications are provisioned the requester can choose which backup policies are applied to the virtual machine and Microsoft application. These backup policies are based on the retention and schedule settings for the policy in Avamar. When a virtual machine and application is added to a backup policy it is automatically backed up based on the policy schedule. After Microsoft application virtual machines have been provisioned, users can perform a variety of BaaS operations using the self-service portal. Table 3 lists the BaaS options provided with the solution. Table 3. BaaS actions Action On Demand Microsoft Backup On Demand Backup SQL Server On Demand Backup SQL Server AAG On Demand Restore SQL Server Get Backup Status Description Backs up a selected Exchange Server deployment and virtual machine. Backs up a selected SharePoint Server farm and virtual machine. Backs up selected SQL Server instances and databases on a selected SQL Server virtual machine. Backs up all or some of the AlwaysOn Availability Groups on a SQL Server virtual machine. Restores selected SQL Server instances and databases to a selected point-in-time image. Users can choose to: Restore to the same SQL Server instance Restore to a different SQL Server database in the same instance Restore to a different SQL Server instance on the same virtual machine Restore to a different SQL Server instance on a different virtual machine Displays a status report for backups run on a selected Microsoft application virtual machine. Users can choose to view details of all backups or only backups run during a specified period. 16

17 Action Backup to Data Domain Change Microsoft Backup Policy Description Backs up selected SQL Server instances and databases on a selected SQL Server virtual machine directly to a Data Domain system. This action uses the native SQL Server backup component with EMC Data Domain Boost for Microsoft applications, instead of Avamar. Enables users with backup administrator privileges to change the backup policy or policies with which a Microsoft application virtual machine is associated. The solution presents all BaaS post-provisioning options as vrealize Automation resource actions. Figure 3 shows the on-demand backup and restore options for a selected SQL Server virtual machine. Figure 3. Backup and restore options for Microsoft applications EMC Avamar Federation Enterprise Hybrid Cloud uses EMC Avamar for backups. With the BaaS workflows developed for this solution, you can seamlessly back up and restore Microsoft applications. Avamar REST API This solution uses the Avamar REST API, which uses the representational state transfer (REST) architectural style. The Avamar REST API can manage multiple Avamar systems simply and efficiently by abstracting Avamar systems and their domains into logical entities. Avamar terminology Data protection resource The Avamar REST API uses the term "data protection resource" to refer to an Avamar system. When you configure the Avamar REST API, you provide information about the Avamar systems that the Avamar REST API will manage as data protection resources. In defining a data protection resource you specify user credentials for an account with administrative access to that Avamar system. 17

18 Resource pool The term "resource pool" refers to a logical entity that represents a group of one or more data protection resources. A data protection resource is only available to use with the Avamar REST API after you assign it to a resource pool. When you configure the Avamar REST API server you specify which data protection resources are in each of your resource pools, based on your business requirements. Tenant A "tenant" represents a consumer of the data protection resources. A tenant folder is the top-level container for the tenant. The tenant folder has metadata for the tenant, such as the tenant's account name, and also contains the resource shares and folders that are assigned to the tenant. For this solution, the Avamar tenant maps directly to the vrealize Automation tenant. Resource share A "resource share" is a logical entity that associates a tenant with the data protection resources in a resource pool. The resource share can be associated with one, many, or all the data protection resources in the resource pool. Through resource shares you can assign several tenants to share a large resource pool, or dedicate a resource pool to a single tenant. Tenants can also be assigned multiple resource shares to meet their business requirements. EMC Data Domain EMC Data Domain systems are disk-based inline deduplication appliances and gateways that provide data protection in enterprise environments. All systems run the EMC Data Domain Operating System (DD OS), which provides both a command-line interface (CLI) for performing all system operations, and the EMC Data Domain System Manager (DD System Manager) GUI for configuration, management, and monitoring. In this solution, a DD4200 was added as a backup target for Avamar. Before the Microsoft backup-as-a-service operations can be implemented in a Federation Hybrid Cloud the following prerequisites must be completed: 1. Install and configure the Avamar REST API on the Avamar server or servers. Refer to the EMC Avamar REST API Getting Started Guide. 2. Download the Avamar agents to a network share. Table 4 shows the versions of the Avamar agents used in this solution. Table 4. Supported Avamar agent versions Agent Version Notes Avamar Client for Windows Avamar Exchange VSS Avamar agent for Microsoft Exchange Avamar Moss VSS Avamar agent for Microsoft SharePoint Avamar SQL Server Avamar agent for Microsoft SQL Server 3. Using Avamar Administrator, perform the following tasks: a. Create a dataset to define the data that is included in the backups. b. Create a schedule for when the backups should occur. c. Create a retention policy to define how long to keep the backups in the system. d. Use items created in a-c to create a backup policy container. 18

19 4. Import and publish the Microsoft Backup as a Service vcenter Orchestrator Workflows as described in the Application backup workflows. 5. Configure the vrealize Automation Application Service blueprints for SQL Server, SharePoint, and Exchange for backup as a service. Publishing a Microsoft BaaS application blueprint For each of the Microsoft applications supported in this solution, vrealize Automation Application Services blueprints automate the installation of the Avamar Client for Windows and the required Avamar Agent for SQL Server, SharePoint, and Exchange. Five services automate the Avamar agent deployment, as shown in Figure 4, (with two extra services for SQL Server). During the provisioning of Microsoft applications, the Avamar agents are copied from a network repository to the deployed application virtual machine and installed. The first service copies the Windows Avamar agent. The second service copies the Avamar application agent (in this case SharePoint). The third service installs the Avamar windows backup agent The fourth service installs the Avamar application agent. The fifth service adds the application client to the Avamar Server. The SQL Server blueprint has two extra services to deal with specific permissions in SQL Server and setting the databases to Full recovery mode. Adding these services to an application blueprint fully automates the installation of Avamar agents and enables the user to choose many backup and restore options for the virtual machine. The virtual machine and application are automatically added to the Avamar server, and backups run based on the backup policies selected at provisioning. Figure 4. Automated Avamar agent deployment During the deployment of the application, the binaries required to install the agents are downloaded from a repository that resides on the same domain in which the application virtual machines are deployed. Figure 5 shows the BaaS services used for a SQL Server 2014 application blueprint with the required services and the associated dependencies. These dependencies determine the running order of the services. 19

20 Figure 5. vrealize Automation application blueprint for SQL Server 2014 The blueprint is published to the vrealize Automation self-service portal. When requested, this catalog item provisions a SQL Server 2014 virtual machine and enables backup-as-a-service capabilities. This also applies when provisioning Exchange and SharePoint. The services are used to download and install the binaries for the Avamar agents and the Avamar plug-ins, using a combination of Windows command prompt and PowerShell scripts. The vrealize Automation application blueprints for SQL Server, SharePoint, and Exchange are designed to use a modular approach where each of the services used are segregated based on functionality. During the deployment of SQL Server, SharePoint, or Exchange, the application is added to an Avamar backup policy. When requesting Microsoft applications from the selfservice portal the requester can choose which backup policies to apply to the virtual machine. When a backup-as-a-service vrealize Automation application blueprint is published to the vrealize Automation and appropriate entitlements assigned for end-user consumption, the machine provisioned can use Microsoft Application BaaS resource actions. Figure 6 shows an example of an Exchange 2013 catalog item used to deploy Exchange 2013 with backup-as-a-service capability. 20

21 Figure 6. Exchange catalog item used for backup as a service Importing and publishing Microsoft BaaS workflows Microsoft backup-as-a-service post-provisioning operations are performed using vcenter Orchestrator workflows developed for this solution. The workflow package can be imported into a Federation Enterprise Hybrid Cloud with vrealize Automation using the Import Content option, as shown in Figure 7. After importation, the Microsoft application BaaS Resource Actions are then published. Figure 7. Import content on vrealize Automation For this solution, we developed vcenter Orchestrator workflows for all the supported post-provisioning Microsoft applications backup-as-a-service operations. We added these workflows to vrealize Automation as resource actions, which are published to the vrealize Automation service catalog. Entitlements and approval policies can then be configured for the catalog items. Entitlements provide access control over machine and service blueprint actions, enabling access to be restricted to BaaS actions. Approval polices enable BaaS actions to be performed by non-backup administrators. To publish resource actions: 1. Log in to vrealize Automation as a user with service architect privileges. 2. Select Advanced Services > Resource Actions. 3. Select the resource action with a status of Draft, as shown in Figure Click Publish. 21

22 Figure 8. Publishing a resource action To entitle Microsoft applications backup-as-a-service resource actions: 1. Select Advanced Services > Catalog Management > Entitlements. 2. Select the entitlement to which you want to assign the resource actions. 3. Click Items & Approvals. 4. Click the Add icon for Entitled Actions, as shown in Figure 9. This shows a list of resource actions. Figure 9. Assigning resource actions to an entitlement 5. Select the Microsoft Applications BaaS resource actions. 6. If required, select an approval policy. In this solution, we assigned approval polices to all BaaS resource actions. As a result, requests remain in a Pending Approval state until all approvers have approved them. 7. Click OK. The resource actions are now entitled to the user or group of users identified in the entitlement and are included in the service catalog for those users. After a Microsoft application machine is provisioned, entitled users can request any of the BaaS actions. Provisioning Microsoft applications with BaaS Microsoft applications deployed on a Federation Enterprise Hybrid Cloud are backed up automatically based on backup policies. These backup policies contain schedules and retention periods. Microsoft applications can also be backed up on demand from the vrealize Automation self-service portal. This enables cloud administrators, backup administrators, or end users to easily back up Microsoft applications. In this solution approval policies were assigned to Microsoft BaaS operations to enable greater change control when scheduling backups. Figure 10 shows a SQL Server catalog item, which when requested provisions the requested version and edition of SQL Server. This catalog item also adds the application to an Avamar backup policy. This policy selection can later be changed post provisioning from the vrealize Automation self-service portal. Once provisioned, the SQL Server is backed up based on the assigned policy. 22

23 Figure 10. SQL Server BaaS catalog item. In addition to entering the node properties and application parameters, the requester is prompted to enter the following details, as shown in Figure 11: Tenant name This is the Avamar tenant containing the folder and policy to add the client to. In this solution the tenant name corresponds to the Federation Enterprise Hybrid Cloud tenant used. Resource share name This is the Avamar resource share to add the client to: SQL Server Policy and the Window Policy These are the SQL Server and Windows back up policies to add the client to during the deployment. Figure 11. Entering policy names Adding and removing Microsoft backup policies The Microsoft BaaS workflows provide the flexibility to change backup policies as required. The requester can select the Microsoft applications backup policies by selecting the menu item, as shown in Figure

24 Figure 12. Select Microsoft applications backup policy After entering the description and reasons, the user can see which backup policies are assigned to the virtual machine and can choose to remove or add the virtual machine to multiple backup policies. The example in Figure 13 shows a Windows backup policy and a Microsoft application backup policy for one of the three Microsoft applications. The backup administrator can use a tiering strategy based on frequency or many other different criteria for the different policies. Figure 13. Example backup policy After the request is submitted, the user can see the results from the Requests tab. As Figure 14 shows, the virtual machine has been added to the Windows and SharePoint backup policies and the change has been successful. 24

25 Figure 14. Request details Protecting Exchange Server with Avamar When an Exchange BaaS catalog item is requested from the vrealize Automation selfservice portal, the Avamar agent for Exchange and Windows is automatically installed during provisioning (refer to Provisioning Microsoft applications with BaaS). Postprovisioning Microsoft BaaS resource actions can be performed on the deployed Exchange virtual machines. To perform an on-demand Exchange Server backup: 1. In vrealize Automation, select Items > Machines, and select an Exchange virtual machine that you want to back up. 2. Select On Demand Microsoft Backup from the Actions menu, as shown in Figure

26 Figure 15. Actions menu 3. In the New Request dialog box, specify the following request parameters, as shown in Figure 16: Request Information Specify a description and a reason for the request. If an approval policy is associated with the On Demand Microsoft Backup action, these details provide important information to the assigned approvers. Select Policies Select the policy or policies you want to apply to the Exchange virtual machine. In the example in Figure 16, two backup policies are available; one policy backs up Windows and the other policy backs up the Exchange Server. Figure 16. New Request dialog box 4. Click Submit. The requester can view the status of the request on the Requests tab in vrealize Automation, as shown in Figure 17. If an approval policy is associated with the On Demand Microsoft Backup policy or policies, the request remains in a Pending Approval state until all approvers have approved the request. 26

27 Figure 17. Request status As shown in Figure 17, the backup successfully completed. Protecting SharePoint Server with Avamar When you request a SharePoint Baas catalog item from the vrealize Automation selfservice portal, the Avamar agent for SharePoint and Windows is automatically installed during provisioning. You can perform post-provisioning Microsoft BaaS resource actions on the deployed SharePoint virtual machine. To perform an on-demand SharePoint farm backup: 1. In vrealize Automation, select Items > Machines, and select the SharePoint virtual machine that you want to back up. 2. Select On Demand Microsoft Backup from the Actions menu, as shown in Figure

28 Figure 18. On Demand Microsoft Backup action 3. In the New Request dialog box, specify the following request parameters, as shown in Figure 19: Request Information Specify a description and a reason for the request. If an approval policy is associated with the On Demand Microsoft Backup action, these details provide important information to the assigned approvers. Select Policies to Initiate Select the policy or policies you want to apply to the SharePoint virtual machine. In the example in Figure 19, two backup policies are available and both are selected: one policy backs up Windows and the other policy backs up the single-server SharePoint farm. 28

29 Figure 19. On Demand Microsoft Backup: Request parameters 4. Click Submit. The requester can view the status of the request on the Requests tab in vrealize Automation, as shown in Figure 20. If an approval policy is associated with the backup policy or policies, the request remains in a Pending Approval state until all approvers have approved the request. Figure 20. On Demand Microsoft Backup: Request details and status Figure 20 shows that the backup completed successfully. 29

30 Protecting SQL Server with Avamar When a SQL Server Baas catalog item is requested from the vrealize Automation selfservice portal, the Avamar agent for SQL Server and Windows is automatically installed during provisioning. Post-provisioning Microsoft BaaS resource actions can be performed on the deployed SQL Server virtual machine. The On Demand Backup SQL Server action enables the cloud administrator, the backup administrator, or an end user with appropriate privileges to back up all instances or user databases on a chosen SQL Server virtual machine. The requester has the flexibility to select which instances and user databases to back up. To initiate an On Demand Backup SQL Server workflow in vrealize Automation: 1. Select Items > Machines, and select the relevant SQL Server virtual machine. 2. Select On Demand Backup SQL Server from the Actions menu, as shown in Figure 21. Figure 21. On Demand Backup SQL Server action 3. Under Request Information, specify a description and a reason for the request. If an approval policy is associated with the On Demand Backup SQL Server action, these details provide important information to the assigned approvers. 4. Under Select SQL Server Object to Backup, select the objects you want to back up, as shown in Figure 22. The options are: Back up all SQL Server instances and databases on the selected SQL Server (Backup All SQL Server Objects) Back up specific SQL Server instance (Select SQL Server Instance) Back up a specific user database on a selected SQL Server instance (Select SQL Server Instance and Select SQL Server Database) In the example in Figure 22, the requester has chosen to back up a specific database on a specific SQL Server instance. 30

31 Figure 22. Select SQL Server object to back up 5. Select the retention policy to apply to the backup (Select Retention Period). Retention policies are created using the Avamar Administrator. 6. Under Summary, review the details of the request to confirm that you are backing up the correct objects, as shown in Figure 23, and then click Submit. Figure 23. Summary page If an approval policy is associated with the On Demand Backup SQL Server action, the request remains in a Pending Approval state. Once approved the backup request progresses. The requester can view the status of the request on the Requests tab in vrealize Automation, as shown in Figure 24. If an approval policy is associated with the backup up action, the request remains in a Pending Approval state until all approvers have approved the request. When approved, the backup begins. Figure 24. Back up request status on vrealize Automation The status of all backups can also be viewed using the Avamar Client on the virtual machine. 31

32 Figure 25. SQL Server Backup status on an Avamar Client On Demand Backup SQL Server AAG The On Demand Backup SQL Server AAG action enables requesters with appropriate privileges to back up all AlwaysOn Availability Groups on a selected SQL Server virtual machine. Requesters can also choose to back up one or all AlwaysOn Availability Groups. Before the resource action to back up a SQL Server AlwaysOn Availability Group can be used, an AAG listener must be created on the primary node of the Availability Group. An AAG listener is created manually using Microsoft SQL Server Management Studio. On the primary node, the Avamar Windows Cluster Configuration tool is run to install the SQL AlwaysOn plug-in, as shown in Figure 26. Figure 26. Installing the SQL AlwaysOn plug-in 32

33 To initiate an On Demand Backup SQL Server AAG workflow in vrealize Automation: 1. Select Items > Machines, and select the relevant SQL Server virtual machine. This must be the primary node of a SQL Server AlwaysOn Availability Group. 2. Select On Demand Backup SQL Server AAG from the Actions menu, as shown in Figure 27. Figure 27. On Demand Backup SQL Server AAG action 3. Under Request Information, specify a description and a reason for the request. If an approval policy is associated with the On Demand Backup SQL Server AAG action, these details provide important information to the assigned approvers. 4. Under Select SQL Server Object to Backup, select the objects you want to back up, as shown in Figure 28. The options are: Backup all AlwaysOn Availability Groups on the selected SQL Server (Backup All SQL Server Availability Group Objects) Backup specific SQL Server AlwaysOn Availability Groups (Select SQL Server Availability Group) In the example in Figure 28, the requester has chosen to back up a specific SQL Server Availability Group. Figure 28. Select SQL Server Object to Backup tab 33

34 5. Under Summary, review the details of the request to confirm that you are backing up the correct objects, as shown in Figure 29, and then click Submit. Figure 29. Summary page Protecting SQL Server with Data Domain and DDBoost This solution also supports native SQL Server backup to Data Domain using DDBoost. In this case, Avamar is not the target for the backup. To back up a SQL Server database directly to Data Domain, complete some manual steps on the SQL Server. 1. Install the Data Domain Boost package, as shown in Figure 30. Figure 30. EMC Data Domain Boost wizard 2. Open the Data Domain Boost application and configure the Data Domain name (or IP address), the folder for backups, and the backup credentials, as shown in Figure

35 Figure 31. Configure Data Domain 3. When the manual steps are complete, log in to vrealize Automation and, in the Items/Machines tab, choose the SQL Server and select Backup to Data Domain, as shown in Figure

36 Figure 32. Select item type 4. Provide a description and reasons for the backup, as shown in Figure 33. If an approval policy is associated with the Backup to Data Domain resource action, its details provide important information to the assigned approvers. Figure 33. Request Information tab 5. Provide credentials, as shown in Figure 34. These credentials must have permissions to connect to and back up the SQL Server database. Figure 34. Provide SQL Server credentials 36

37 6. A set of list boxes enables you to select the instance and a database on the instance to back up, as shown in Figure 35. All database backups are configured to be full backups. Figure 35. Provide SQL Server Information 7. Provide a backup set description, as shown in Figure 36, to make the backup easier to identify, and then clicks Submit. The status of the request changes to In Progress, unless an approval policy has been assigned to the resource action. Figure 36. Provide backup set description When the request has completed, under the Requests tab you can see that the backup was successful and view the details of the backup job, as shown in Figure 37. Figure 37. Backup job details 37

38 Viewing the backup status of Microsoft applications With the Get Backup Status action, users can view a status report for all backups run on a particular Microsoft application virtual machine, or for all backups run during a specified period: 1. In vrealize Automation, select Items > Machines, and select the relevant virtual machine. 2. Select Get Backup Status from the Actions menu, as shown in Figure 38. In the example, the user has chosen to get the backup status of a SQL Server virtual machine. Figure 38. Get Backup Status action 3. Under Select Date Range: Select Choose Date Range > All to view details of all backups. Select Choose Date Range > Date Range, and specify the start and end of the range, to view details of the backups run during a particular period, as shown in Figure 39. Figure 39. Get Backup Status: Select Date Range The Report tab now shows details of all the backups that meet the request criteria, as shown in Figure 40. Figure 40. Get Backup Status: Report 38

39 This solution enables SQL Server instances and databases to be restored based on the backup time selected during the request. This section of the solution guide describes these scenarios which includes functionality to enable a complete SQL Server virtual machine to be restored to a selectable point-in-time image. During a restore request the cloud administrator, backup administrator, or end user can rename the databases to be restored. This can be seen under the Items tab when you select a SQL Server virtual machine and choose the Actions list box, as shown in Figure 41. Figure 41. On Demand Restore SQL Server action On-demand restore for SQL Server Restoring a SQL Server database to the same instance Users can restore a SQL Server database on a Federation Enterprise Cloud via the selfservice portal. To restore a SQL Server database using the same instance and database name: 1. Under Machines, select the relevant SQL Server virtual machine and select the On Demand SQL Server action, as shown in Figure Specify a description and a reason for the request. If an approval policy is associated with the On Demand Restore SQL Server action, these details provide important information to the assigned approvers. 3. Select a date and a backup time, as shown in Figure 42. A list of all successful backups on the selected date and time are listed. Select a backup and select Next. Figure 42. Selecting the date and time of a backup 4. The backup times correspond to the successful backup jobs performed by Avamar and can be viewed using Avamar Administrator, as shown in Figure

40 Figure 43. Avamar Administrator 5. Select an instance and databases on the Select SQL Items to Restore tab. You can select a single database or multiple databases on the selected instance. Figure 44. Selecting SQL Server items to restore 6. Select the restore destination from the following options, as shown in Figure 45: Same SQL Server Instance This action restores the database to the same instance using the same database name. Different SQL Server DB in same Instance This action creates a database in the instance selected. Different SQL Server Instance This action restores a database to a different SQL Server instance. This instance can either be on the same virtual machine or on a different machine. Figure 45. Selecting SQL Server items to restore In this use case, we selected Same SQL Server Instance, which performs a restore to the same instance selected in step 5. A summary page is displayed, where the details of the requested action can be validated. 7. Click Submit. If an approval policy has been assigned, the request remains in a Pending Approval state until approved. When the restore has completed, you can obtain the status of the request from vrealize Automation. 40

41 Restoring a SQL Server database to the same instance with a new name To restore a SQL Server database on the same instance: 1. Under Machines, select the relevant SQL Server virtual machine and select the On Demand Restore SQL Server action, as shown in Figure Specify a description and a reason for the request. If an approval policy is associated with the On Demand Restore SQL Server action, these details provide important information to the assigned approvers. 3. Select a backup date and time, as shown in Figure 46. A list of all successful backups on the selected date and time is displayed. Figure 46. Selecting the date and time of a backup 4. Choose a backup and select Next. 5. Select Different SQL Server DB instance, as shown in Figure Type a new database name and click the green add button. Figure 47. Restoring to a new instance with a new database name On the Summary page, the requester is presented with a warning message, as shown in Figure 48, which reminds users that they must fully understand what the request does. We recommend that approval policies are associated with all backup-as-a-service operations. Figure 48. Restore summary page Restoring a SQL Server database to a different instance To restore a SQL Server database on a different virtual machine: 1. Under Machines, select the relevant SQL Server virtual machine and select the On Demand Restore SQL Server action, as shown in Figure

42 2. Specify a description and a reason for the request. If an approval policy is associated with the On Demand Restore SQL Server action, these details provide important information to the assigned approvers. 3. Select a backup date and time, as shown in Figure 49. A list of all successful backups on the selected date and time is shown. Figure 49. Selecting the date and time of a backup 4. Choose a backup and select Next. 5. Choose the Different SQL Server Instance option. 6. Select a new client machine and a SQL Server instance on the selected virtual machine, as shown in Figure 50, then select a different instance on the same machine. 7. Type the location to restore the SQL Server files. This must be a location on the virtual machine, for example, C:\Windows\Temp. Figure 50. Restoring to a different virtual machine 42

43 This chapter presents the following topics: Overview Solution design Continuous availability operations

44 The continuous availability solution for Microsoft applications on the Federation Enterprise Hybrid Cloud is based on the proven design of the VMware vsphere and EMC VPLEX Metro storage cluster. Using the features and functionality of VPLEX Metro, the solution offers the following benefits: Workload mobility Disaster avoidance Location-optimized storage Increased uptime and utilization Storage provisioning automation Storage for the solution is provided by XtremIO, VMAX, and VNX arrays at both data center sites that host the solution infrastructure. The storage is presented to the VPLEX cluster. The VPLEX cluster enables synchronized I/O over distance to the hybrid cloud with distributed virtual volumes. The distributed virtual volumes provided by the VPLEX clusters support an active/active storage platform to enable a zero data loss continuous availability service level to the hybrid cloud. VMware vcenter Orchestrator is central to all the customizations and operations that are used in this solution. It manages operations across several EMC and VMware products, including: VMware vrealize Automation VMware vcenter EMC ViPR This chapter focuses on the implementation, management, and automation of the continuous availability solution for Microsoft applications on the Federation Enterprise Hybrid Cloud. Continuous availability for applications In the VPLEX Metro design for Federation Enterprise Hybrid Cloud 3.1, all components are protected by VPLEX distributed volumes, including the Microsoft application virtual machines. This means that application data is always up to date on both sites. This enables a zero downtime planned failover and a crash-consistent restart with no data loss if an unplanned failover occurs. Exchange Server, SQL Server, and SharePoint can all recover automatically from a failure and can start up without intervention. The virtual machines also retain their IP addresses because the network spans both sites, so there is no need to change DNS to point at new IP addresses. This ensures full automation for a planned or an unplanned failover. 44

45 VPLEX design In this configuration, each pod is stretched across both sites in active/active fashion, as shown in Figure 51. The underlying VPLEX distributed storage enables all the management components and workloads to either proactively move before a known event using VMware vsphere vmotion, or reactively restart using vsphere High Availability if an unpredicted failure event occurs. Figure 51. VPLEX design for continuous availability Logical architecture of VPLEX EMC GeoSynchrony supports the concept of a VPLEX Metro cluster with Cross-Connect. This solution tested VPLEX Metro both with and without Cross-Connect. These configurations provide a perfect platform for a uniform vsphere stretched-cluster deployment with Cross-Connect. Cross-Connect allows for disaster avoidance. ESXi hosts can access a distributed volume on the local VPLEX cluster and on the remote cluster in the event of a failure. For example, in the event of a VPLEX cluster or backend storage array failure, the ESXi hosts can still access the second VPLEX cluster with no disruption in service. Figure 52 shows the architecture of uniform host access configuration with VPLEX host Cross-Connect. 45

46 Figure 52. Deployment model with VPLEX host DD Boost Cross-Connect Without Cross-Connect, another set of ESXi servers in the second site is not connected to the production site VPLEX, as shown in Figure 53. The virtual machines are restarted on the remote site. Non Cross-Connect allows for disaster recovery. Figure 53. VPLEX architecture without VPLEX Cross-Connect VPLEX Witness VPLEX Witness is an important component of VPLEX Metro. It is the deciding factor when a site disaster occurs. The witness can see both sites and make a decision based on each site s availability to choose the primary site for a restart of the virtual machines. This avoids a split brain condition from occurring. Network topology The network spanned both sites so that any virtual machine that failed over retained its IP address and could be reached no matter which site it was in. This simplified the failover and ensured that no user intervention was required during unplanned failovers. vsphere vmotion VMware VMotion enables the live migration of running virtual machines from one physical server to another with zero downtime, continuous service availability, and complete transaction integrity. This functionality enables seamless planned migration of Microsoft applications from one protected CA cluster to another. 46

47 vsphere HA vsphere HA is the underlying mechanism for virtual machine migration during failovers. This ensures a crash-consistent copy of each application virtual machine can be restarted on the second site in the event of a failure. Provisioning distributed storage for continuous availability Once the VPLEX Metro cluster is connected (for details refer to the Federation Enterprise Hybrid Cloud 3.1: Operations Solution Guide) and the CA workflows are imported, you can provision distributed storage for your application virtual machines. This is achieved using ViPR, as follows: 1. Create the distributed storage in the Service Catalog by selecting the Provision Cloud Storage catalog item, as shown in Figure 54. Figure 54. Service Catalog window 2. Create a reservation in vrealize Automation so that virtual machines can deploy to the new storage, as shown in Figure 55. Figure 55. List of reservations To do this, create a new storage reservation or edit an existing reservation, as shown in Figure

48 Figure 56. Editing the new storage reservation 3. Select the correct reservation policy and the new datastore, as shown in Figure 57. Figure 57. Selecting the reservation policy and datastore Within the reservation policy on vrealize Automation, a storage reservation is created, as shown in Figure 58. Figure 58. List of reservation policies A CA reservation policy is manually added to the vrealize Automation blueprints used for Microsoft applications, as shown in Figure 59. This ensures that each application is deployed to a CA-enabled datastore and is automatically protected. 48

49 Figure 59. Modifying the blueprint Provisioning applications for continuous availability After you edit the vrealize Automation blueprints to enable provisioning to the CAenabled datastore, you can republish the Application Services blueprint to reflect the changes. The SQL Server virtual machine example has been changed in Application Services so that it will deploy to the CA-enabled datastore and the description has been changed so that you can see where it is deployed, as shown in Figure 60. Figure 60. SQL Server virtual machine details 49

50 In the execution plan in Application Services, you can follow the progress of the deployment when the virtual machine is requested, as shown in Figure 61. Figure 61. Deployment progress This diagram shows that the new SQL Server virtual machine is deployed to the correct datastore (VPLEX-Site1_xxxxx) and is therefore CA-protected, as shown in Figure 62. Figure 62. SQL Server virtual machine summary 50

51 Provisioning SQL Server AAG for continuous availability Provisioning a SQL Server AlwaysOn Availability Group (AAG) in the CA-protected environment is the same as provisioning a standalone SQL Server virtual machine. Since the VPLEX distributed volume is maintaining an exact copy of the SQL Server virtual machines, it is not necessary for the AAG to have a different copy on the second site. Therefore, the SQL Server AAG is created as a local AAG in the first site and the entire AAG is replicated to the second site. If a failover occurs, the AAG fails over to the second site and starts up as a crash-consistent copy. Anti-affinity rules should be set up so that each SQL Server in an AAG is running on a different ESX server to locally protect from host failure. This configuration enables AAG to protect the SQL databases locally and VPLEX to protect the entire AAG remotely. Provisioning Exchange Server DAG for continuous availability Provisioning an Exchange Server database availability group (DAG) in the CA-protected environment is the same as provisioning a standalone Exchange Server virtual machine. Since the VPLEX distributed volume is maintaining an exact copy of the Exchange Server virtual machines it is not necessary for the DAG to have a different copy on the second site. Therefore, the Exchange Server AAG is created as a local DAG in the first site and the entire DAG is replicated to the second site. If a failover occurs, the DAG fails over to the second site and starts up as a crash-consistent copy. Anti-affinity rules should be set up so that each Exchange Server in a DAG is running on a different ESX server to locally protect from host failure. This configuration enables DAG to protect the Exchange databases locally and VPLEX to protect the entire DAG remotely. 51

52 This chapter presents the following topics: Overview Solution design Disaster recovery for Microsoft applications Provisioning Microsoft applications for disaster recovery Disaster recovery operations

53 Federation Enterprise Hybrid Cloud 3.1 provides disaster-recovery-as-a-service (DRaaS) functionality and workflows that ensure disaster recovery protection for applications and virtual machines. The DRaaS solution incorporates storage provisioning using EMC ViPR, storage replication using EMC RecoverPoint, and automated failover, failback, and planned migration services using VMware vcenter Site Recovery Manager. Administrators can provision Exchange Server, SharePoint Server, and SQL Server virtual machines on tenant Workload Pods that are protected remotely by RecoverPoint and managed from VMware vcenter Site Recovery Manager. Site Recovery Manager recovery plans define and automate the steps required for failovers, failbacks, and planned migrations from the DR-protected site to the recovery site. This chapter outlines the design, configuration, and operation of the DRaaS solution for Microsoft applications. It assumes that Federation Enterprise Hybrid Cloud is already deployed and configured for DRaaS, as described in the Federation Enterprise Hybrid Cloud documentation listed in Essential reading. The Federation Enterprise Hybrid Cloud documentation describes the architecture, requirements, and configuration of the DR dual-site/dual vcenter topology, which includes RecoverPoint and vcenter Site Recovery Manager technology to protect the relevant management and Workload Pods across data centers. As shown in Figure 63, the DR dual-site/dual vcenter topology hosts the same pods and the same pod components on both a protected site (Site A) and a recovery site (Site B). Figure 63. Federation Enterprise Hybrid Cloud DR dual-site/dual vcenter topology 53

54 Each site has its own Core Pod and NEI Pod, but the Automation Pod and Workload Pods are placed on storage that is protected across the two data centers by RecoverPoint and can be recovered on the secondary site through the Site Recovery Manager framework. In this DRaaS solution, Microsoft applications are provisioned on workloads protected by RecoverPoint. For disaster recovery or planned migration, vcenter Site Recovery Manager automates and manages the entire site recovery process so that, as virtual machines at the production site shut down, virtual machines at the recovery site start up and assume responsibility for providing the same services, using the data replicated from the production site. Note: The solution assumes that DR-protected Workload Pods are already provisioned in the Federation Enterprise Hybrid Cloud environment, with corresponding protection groups 1. It also assumes that vsphere clusters from both the production site and recovery site have been paired using the DR Cluster Onboarding catalog item. These operations are described in the Federation Enterprise Hybrid Cloud documentation. vcenter Site Recovery Manager recovery plans define and automate the recovery steps for DR-protected workloads. Administrators can create multiple recovery plans for Exchange Server, SharePoint Server, and SQL Server deployments on Federation Enterprise Hybrid Cloud to cater for different recovery scenarios such as failover, failback, and planned migration. Site Recovery Manager ensures application consistency after each of these operations. When creating a recovery plan, the administrator specifies the virtual machines that the plan recovers by including a particular Site Recovery Manager protection group in the recovery plan. When you provision a Microsoft application virtual machine on a DRprotected Workload Pod, the virtual machine is automatically added to the corresponding protection group and is therefore included in any recovery plans that include the protection group. During a recovery operation, Site Recovery Manager executes the steps defined in the recovery plan, and shuts down and restarts virtual machines according to the priority set for the virtual machines in the plan. To ensure that Microsoft application components fail over and restart in the correct sequence, set an appropriate priority for each Microsoft application virtual machine in the recovery plan, as shown in Figure 64. Figure 64. Virtual machine priority in a recovery plan 1 A protection group is the unit of failover in vcenter Site Recovery Manager. In Federation Enterprise Hybrid Cloud, a protection group corresponds to a Workload Pod and contains all the replicated datastores that the pod can access and all the virtual machines that are running on the pod. All the virtual machines in a particular protection group fail over together. 54

55 The Federation Enterprise Hybrid Cloud 3.1: Microsoft Applications Solution Guide describes how to provision Microsoft applications on a Federation Enterprise Hybrid Cloud. The process is the same for provisioning Microsoft applications on DR-protected workloads, but has some DR-specific requirements for reservations and deployment environments. DR-specific requirements Reservations A vrealize Automation reservation identifies the resources that a Microsoft application will use when provisioned. The storage selected for the reservation must be DR protected. For example, Figure 65 shows the reservation resources for a Microsoft application deployment, including the storage path (datastore) that will be used when provisioning the application. The selected DR-protected storage offering was provisioned using the Federation Enterprise Hybrid Cloud dual-site/dual vcenter provisioning process, which also creates a corresponding vcenter Site Recovery Manager protection group and adds the newly-created datastore to that protection group. Figure 65. Reservation resources Deployment environments A vrealize Automation Application Services deployment environment points to a vrealize Automation reservation policy, and is selected during the application blueprint publishing process to specify the resources that the published catalog item will provision for the application. The deployment environment must point to a DR reservation policy. For example, Figure 66 shows a reservation policy being added to a deployment environment. The reservation policy points to a reservation created for DRaaS. 55

56 Figure 66. Adding a reservation policy to a deployment environment Figure 67 shows the deployment environment selected when publishing an application blueprint for a Microsoft application to the vrealize Automation catalog. The catalog item uses the specified DR reservation policy when provisioning the Microsoft application. Figure 67. Selecting a deployment environment 56

57 Figure 68 shows an example of a vrealize Automation service catalog that includes catalog items for provisioning Microsoft applications on DR-protected workloads. Entitlements and approval policies were configured for these catalog items, as described in the Federation Enterprise Hybrid Cloud 3.1: Microsoft Applications Solution Guide. Figure 68. DRaaS catalog items for Microsoft applications Provisioning Microsoft applications on DR-protected workloads After the catalog items for Microsoft applications have been published in vrealize Automation using the relevant service blueprint and DR deployment environment, administrators can provision Microsoft applications on a DR-protected workload via the Federation Enterprise Hybrid Cloud self-service portal. The request process for a DR-protected workload is the same as that for a non-drprotected workload and is described in Federation Enterprise Hybrid Cloud 3.1: Microsoft Applications Solution Guide. No DR-specific inputs are required. However, the newly provisioned application virtual machine is automatically added to the protection group associated with the DR-protected storage, and is therefore included in any recovery plans that include the protection group. Figure 69 shows examples of Exchange Server, SharePoint Server, and SQL Server virtual machines that were provisioned on a DR-protected tenant Workload Pod and are visible in a Site Recovery Manager recovery plan. 57

58 Figure 69. DR-protected Microsoft applications in a Site Recovery Manager recovery plan In this solution, vcenter Site Recovery Manager recovery plans support automated failover, failback, and planned migration for Microsoft applications provisioned on DRprotected workloads. To perform a particular disaster recovery operation, the administrator runs the recovery plan created for that operation. Failing over Microsoft applications Running the recovery plan To initiate a failover from the production site to the recovery site for a Workload Pod on which Microsoft applications are deployed, the administrator runs the appropriate recovery plan from Site Recover Manager. Before performing the recovery operation, Site Recovery Manager prompts the administrator to specify the Recovery Type, which can be either Planned Migration or Disaster Recovery, as shown in Figure 70. Planned Migration mode recovers virtual machines to the recovery site when both sites are running. If errors occur on the protected site during a planned migration, the migration operation fails. Disaster Recovery mode recovers virtual machines to the recovery site if the protected site experiences a problem. If errors occur on the protected site during a disaster recovery, the disaster recovery continues and does not fail. In both modes, Site Recovery Manager shuts down and restarts the application components according to the priority configured for each application virtual machine in the recovery plan. 58

59 Figure 70. Executing a recovery plan When the recovery operation starts, the progress of the failover and the individual recovery steps can be monitored under Monitor > Recovery Steps in Site Recovery Manager, as shown in Figure 71. The priority in which virtual machines are powered on is shown in the sequence of recovery steps. Figure 71. Monitoring recovery steps 59

60 Verifying the recovery When the recovery is complete, the application administrator should verify the recovery, using these steps: 1. Review the recovery plan history to confirm that all the required steps were executed successfully. 2. Verify that the Microsoft application virtual machines were successfully migrated to the recovery site. 3. Confirm that end-user access to the applications is fully available. Failing back Microsoft applications After a migration has completed successfully, the next step is to prepare the environment for failback or the next failover: 1. In vcenter Site Recovery Manager, perform a Reprotect operation for the original recovery plan. This operation establishes replication in the opposite direction the original recovery site becomes the protected site, and the original protected site becomes the recovery site. 2. In vrealize Automation, run the DR Post Failover Updater catalog service shown in Figure 72, as described in Federation Enterprise Hybrid Cloud 3.1: Operations Solution Guide. Figure 72. DR Post Failover Updater The Microsoft application virtual machines can now be failed back easily to the original protected site by executing the recovery plan in the reverse direction. 60

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