SUREedge Migrator User Guide

Transcription

1 SUREedge Migrator User Guide 1 Introduction to SUREedge

2 Table of Contents 1 Introduction to SUREedge Log In Login using Domain User Account Preparing server for Migration Preparing the Windows Server Server is part of the domain: Server in not part of the domain: Pre-Requisites Tool Preparing the Linux Server Migration User Pre-requisites Tool Add Server Adding Different types of servers Adding Windows Server Adding Linux Server Bulk Export Bulk Import Server Actions Discover Server Migrate Server Sync Server Server Info Edit Server Delete Server Plan Plan Action Discovers all Servers in a Plan Execute Plan Sync Plan Introduction to SUREedge

3 4.1.4 Plan Info Edit Plan Delete Plan Recovery Recovery Action Recovery Set: Local Recovery of Recovery Set Recovery Set Info Recover Server Recovery to Target Hypervisor Local Recovery of Server Dashboard Check Details of Server Status Check Details of Plan Critical Alerts SUREedgeUser Console Tabs Status of Migration License Utilization Image Verification Start Local DR / Local Onboarding End Local DR Reports Monitor Jobs Running Jobs Completed Jobs Failed Jobs Filter: Duration and Pattern Alerts Alert Info Acknowledgement Alert Clear Alert Introduction to SUREedge

4 10 Settings Configuration Appliance Info Appliance Config Cloud or Remote Alert Conditions SUREedge License Access Rights Change Logo Change Contact Support Support Collect Debug Data Contact Support Appendix Advanced Troubleshooting Windows server protection requirements Windows VSS writer administrator SUREedge Support Contact Details Introduction to SUREedge

5 1 Introduction to SUREedge SUREedge is a proven enterprise-class software appliance for Application Mobility and business critical applications Disaster Recovery and Business Continuity. Unique capabilities in the SUREedge platform include a planner driven multi-tier application mobility, instant and automatic failover, an agentless architecture, application consistent image and incremental snapshots, global deduplication, WAN throttling and zero data loss recovery points. The solution is easy to deploy, highly scalable, hardware and hypervisor agnostic and supports physical and virtual servers locally, in remote datacenters, and in private, public or hybrid clouds. Customers worldwide trust SUREedge to meet their application mobility, disaster recovery and business continuity objectives. SUREedge is the most complete and easy-to-use solution available in the market. How is SUREedge Unique as a Application Mobility Solution? SUREedge protects physical and virtual servers residing in a data center or in any Cloud. SUREedge captures application consistent Recovery Points from mission-critical servers and applications. These recovery points are then replicated, efficiently using deduplication, compression and encryption, to a remote site or Cloud for safety, These recovery points can then be used to restore an application to a prior point-in-time, and can boot any full or incremental Recovery Point as a VM either locally, at a remote site, or in a Cloud. SUREedge uses a snapshot when capturing a Recovery Point to ensure that when a failover occurs, no data is lost in the process. With SUREedge, there is no lock-in because any remote site or Cloud can be used as the DR site, and dissimilar hardware can be used at the primary and DR site. SUREedge is available as a VMware or Hyper-V virtual appliance, or as an all-in-one physical appliance. SUREedge provides failover/failback to local, remote or Cloud-based DR sites for unsurpassed flexibility SUREedge restores servers and virtual servers, at any site or Cloud, to a prior point-in-time SUREedge transmits Recovery Points to a remote site, or Cloud, for safety All SUREedge intellectual property and patents are owned by Sureline, and used to lead the industry 5 Introduction to SUREedge

6 1.1 Log In Once SUREedge Migration appliance is installed, to access SUREedge Migration web console just point your local web browser to Management Console IP>/sureedge/index.php Note: Please use the latest version of Mozilla Firefox as your web browser when accessing SUREedgeweb console. Here s what the login screen looks like: You need to enter the Username and Password input same as the Username and Password you have used during the installation of SUREedge Appliance for MC configuration. Note: Upon configuration, users will need to be added with individual usernames, passwords, and access rights (SuperAdmin or LocalAdmin). The level of administrative rights can be defined in Settings --> Configuration-->Access Rights. See Section in this User Guide for further instructions to define administrative rights. Note: When creating an additional user, the User Name will need to be the same as one previously known to the base operating system. 6 Introduction to SUREedge

7 1.1.1 Login using Domain User Account If the machine on which you have SUREedge Migration appliance installation is done, is in domain, you can also access SUREedge Migration web console using Domain User Account Eg. If the machine on which you have installed SUREedge is in domain sbs2011. To access SUREedge Migration web console with user sbs2011\administrator - In Usernameenter administrator as - In Domain Name enter sbs In Passwordenter password for user sbs2011\administrator - Click on Login Note: Domain user account used for SUREedge software installation will be granted Super Administrator rights. Please refer Section 9.1.7Access Rights if you want to change access rights to specific user. 7 Introduction to SUREedge

8 2 Preparing server for Migration 2.1 Preparing the Windows Server SUREedge is an agentless technology. The SUREedge software appliance connects to the Windows server and uses the VSS framework to create application consistent snapshot. Full and incremental changes are streamed from the snapshot. A user with sufficient privileges has to login into the Windows server and prepare the server for Migration. These preparatory steps are done by the Windows Administrator user. Depending on whether the server is part of a domain or not, a user with following privileges is needed: Server is part of the domain: Login into the Windows Server with the above user The Capture is run with the domain\administrator user Server in not part of the domain: Login into the Windows Server with Local Administrator user The Capture is run with the Local Administrator user Post login, copy the VC-Redistributable bits from the SUREedge MC. Access the SUREedge MC share from the Windows server. For 64-bit Windows server: Copy \\<MC IP>\C$\UwAmp\www\sureedge\bin\vcredist_x64.exe on the server and install by double click For 32-bit Windows server: Copy \\<MC IP>\C$\UwAmp\www\sureedge\bin\vcredist_x86.exe on the server and install by double click Pre-Requisites Tool After installing the VC-Redistributable, the server is prepared for Migration. The preparation changes are in the form of few pre-requisites. These pre-requisites are done programmatically by a script is located on SUREedge MC. This script is present on SUREedge MC at location: C:\UwAmp\www\sureedge\prerequisitetool\. The name of the script bundle is Client_pre_requisite_tool.zip Download it on the Windows server to be migrated Unzip and run the single executable: SSTestAgent.exe Open the Windows command prompt and change to the directory where the SSTestAgent.exe exists To check if the Pre-requisite at the Server are met issue the following command: SSTestAgent.exe -agentconfig -u <-u> is an optional parameter. 8 Preparing server for Migration

9 To only check if Pre-requisites are met, run command SSTestAgent.exe -agentconfig" It will run below mentioned tests to check if Server to be protected satisfies Pre-requisite requires by SUREedge and display results but no attempt will be made to fix failure TEST : Checking for 2GB free space on client TEST : Checking for backup, restore and security privilege on client Microsoft Windows TEST : Check for firewall exception for agents using streaming TEST : Checking firewall exception for Remote Desktop, administrator and file TEST : Checking Powershell policies. TEST : Checking if Windows Remote Management service is ON on the agent.xe TEST : Checking if Windows Management Instrumentation service is ON on the age TEST : Checking if agent is Win2k3Server. TEST : Checking for dynamic disk. TEST : Check if APPDATA is set for Current usr TEST : Checking if the agent is having 32-bit or 64-bit os. TEST : Checking if VC++ redistributable is installed on the agent. TEST : Checking if HyperV is installed on the agent.sstestagent TEST : Checking if IDE Drivers are installed on the agent TEST : Checking if UAC is lowered. If some of Tests Fails then you need to rerun this command using <-u> parameter. SSTestAgent.exe agentconfig u It will run same tests to check if Server to be protected satisfies Pre-requisite requires by SUREedge and display results but no attempt will be made to fix failure Sample Output C:\Client_Pre_requisite_tool\Client_Pre_requisite_tool\Windows\x64>SSTestAgent.exe -agentconfig -u -u flag found TEST : Checking for 2GB free space on client VERBOSE: Available free size on C drive for current user is : [ ] RESULT : Pass TEST : Checking for backup, restore and security privilege on client RESULT : Pass TEST : Adding firewall exception for agents using streaming TEST : Adding firewall exception for agents using streaming Executing delete firewall rule command: netsh advfirewall firewall delete rule name="sureedge Test Backup & Restore" No rules match the specified criteria. Executing create firewall rule command: netsh advfirewall firewall add rule name="sureedge Test Backup & Restore" dir=in program="c:\client_pre_requisite_tool\client_pre_requisite_tool\windows\x64\sstestagent.exe" remoteip=any action=allow Ok. Executing delete firewall rule command: netsh advfirewall firewall delete rule name="sureedge Exchange Backup" 9 Preparing server for Migration

10 No rules match the specified criteria. Executing create firewall rule command: netsh advfirewall firewall add rule name="sureedge Exchange Backup" dir=in program="c:\client_pre_requisite_tool\client_pre_requisite_tool\windows\x64\ssexchbackup.exe" remoteip=any action=allow Ok. Executing delete firewall rule command: netsh advfirewall firewall delete rule name="sureedge SQL Backup" No rules match the specified criteria. Executing create firewall rule command: netsh advfirewall firewall add rule name="sureedge SQL Backup" dir=in program="c:\client_pre_requisite_tool\client_pre_requisite_tool\windows\x64\sssqlbackup.exe" remoteip=any action=allow Ok. RESULT : Pass TEST : Checking firewall exception for Remote Desktop, administrator and fileand printer Executing create firewall rule command for : echo. netsh advfirewall firewalladd rule name= "All ICMP V4" protocol=icmpv4 dir=in action=allow Ok. Command executed successfully on [WIN-TDAURATT776]. Executing create firewall rule command for : echo. netsh advfirewall firewall set rule group="file and Printer Sharing" new enable=yes Updated 16 rule(s). Ok. Command executed successfully on [WIN-TDAURATT776]. Executing create firewall rule command for : echo. netsh advfirewall firewall set rule group="remote Desktop" new enable=yes Updated 2 rule(s). Ok. Command executed successfully on [WIN-TDAURATT776]. Executing create firewall rule command for : echo. netsh advfirewall firewall set rule group="windows management instrumentation (wmi)" new enable=yes Updated 4 rule(s). Ok. Command executed successfully on [WIN-TDAURATT776]. RESULT : Pass 10 Preparing server for Migration

11 TEST : Checking Powershell policies. PowerShell is present in the registry version of PowerShell is :1 WindowsPowerShell is set in PATH environment Variable in [WIN-TDAURATT776] machine. PATH env Checked. PowerShell Policy is already Unrestricted on [WIN-TDAURATT776]. Check on Powershell is completed on [WIN-TDAURATT776] successfully. RESULT : Pass TEST : Checking if Windows Remote Management service is ON on the agent. WINRM is Running on [WIN-TDAURATT776]. RESULT : Pass TEST : Checking if Windows Management Instrumentation service is ON on the agent. Windows Management Instrumentation service is running on [WIN-TDAURATT776]. RESULT : Pass TEST : Checking if agent is Win2k3Server. [WIN-TDAURATT776] is not Win2k3 Machine. RESULT : Pass TEST : Checking for dynamic disk. C:\Client_Pre_requisite_tool\Client_Pre_requisite_tool\Windows\x64>diskpart /s"c:\client_pre_requisite_tool\client_pre_requisite_tool\windows\x64\ssdiskpartscriptfile.txt" 1>>"C:\Client_Pre_requisite_tool\Client_Pre_requisite_tool\Window s\x64\ssdiskpartscriptfile.out" disk part executed RESULT : Pass TEST : Check if APPDATA is set for Current user APPDATA path Set on [WIN-TDAURATT776]. RESULT : Pass TEST : Checking if the agent is having 32-bit or 64-bit os. [WIN-TDAURATT776] is having a 64-bit OS. RESULT : Pass TEST : Checking if VC++ redistributable is installed on the agent. [WIN-TDAURATT776] is having a 64-bit OS. Microsoft Visual C Redistributable package is installed with version " " on [WIN-TDAURATT776]. RESULT : Pass TEST : Checking if HyperV is installed on the agent. HyperV VVM is Running on [WIN-TDAURATT776]. File Not Found RESULT : Pass TEST : Checking if IDE Drivers are installed on the agent. Checking if intelide.sys exists on C:\Windows\WinXsX. intelide.sys exists on [WIN-TDAURATT776] 11 Preparing server for Migration

12 Checking if mshdc.inf exists on C:\Windows\WinXsX. mshdc.inf exists on [WIN-TDAURATT776] RESULT : Pass TEST : Checking if UAC is lowered. UAC level is UP!! Need to lower it. -u force flag is enabled. The operation completed successfully. Lowered the UAC on [WIN-TDAURATT776] ***********Please Restart the Agent Machine**************** RESULT : Pass Note: If UAC is lowered you may have to Restart Server 2.2 Preparing the Linux Server SUREedge is an agentless technology. The SUREedge software appliance connects with the Linux server to capture full and incremental changes. A user with sufficient privileges has to login into the Linux server and prepare the server for Migration. These preparatory steps are done by the Linux user having root privileges. Note: the root user cannot be used for migration. Create another user and grant sudo rights Migration User Login into the Linux server with root user and create a migration user. Grant the user sudo privileges. Open the terminal on the Linux server create a user (useradd) run the command: sudo visudo - Locate the string #includedir /etc/sudoers.d and add the following line below that: <UserName> ALL=NOPASSWD:ALL This will give the root privileges to the user. Also add the following entries under Defaults requiretty: Defaults requiretty Defaults:<UserName>!requiretty E.g. For a user created with name Sureline, the above entries will look like: sureline ALL=NOPASSWD:ALL Defaults requiretty Defaults:sureline!requiretty 12 Preparing server for Migration

13 2.2.2 Pre-requisites Tool Login into the Linux server with the newly created Migration user. Few pre-requisites are needed on the Linux server so that SUREedge Migrator can connect and successfully stream the data. These pre-requisites are done programmatically by a script located on SUREedge Management Console (MC). This script is located at: C:\UwAmp\www\sureedge\prerequisitetool\. The name of the script bundle is Client_pre_requisite_tool.zip Download it on the Linux server Unzip and run the shell script o Eg: for Migration user named Sureline, the script usage is; precheckforlinuxclient.sh username sureline -u Usage with Screenshot Pre-requisites changes summary Start ssh : Verify that the ssh service is running by invoking the following command: sudo service ssh status If the status is no running, invoke the following commands to start the ssh service: sudo service ssh start Enable password authentication Verify by opening the file using the command below: sudo vi /etc/ssh/sshd_config Locate the string PasswordAuthentication Ensure that it is uncommented and set to yes i.e string is PasswordAuthentication yes Note: SUREedge Migration appliance needs successful ssh connectivity and ping response. For flavors of Linux, there may be additional settings necessary. These settings are to be done manually. Also please make sure OpenSSH Server is installed on Linux Server 13 Preparing server for Migration

14 3 Add Server You must add Servers that you plan to Migrate. To add Server, Click on Cient tab. On Server Information screen click on Add Server Icon ( shown below ) and the Add Server popup will open as 3.1 Adding Different types of servers You can add following server Types 1. Windows server 2. Windows Hyper-V 3. VMware 4. Windows Azure 5. Amazon Cloud 6. Linux Server 14 Add Server

15 3.1.1 Adding Windows Server Click on Add Server Icon ( ) and the Add Server popup will open as shown below From Type: dropdown Select Windows Server Enter Server Name/IP Address. Enter Username of server. Enter Password for Username. In Exclusion List you can specify comma separated list of drives (e.g. E:\,F:\) which you want to be excluded from Server Migration. Click on Submit Windows Server gets added as shown below 15 Add Server

16 3.1.2 Adding Linux Server Click on Add Server Icon ( ) and the Add Server popup will open From Type: dropdown Select Linux Server Enter Server Name/IP Address. Enter Username of server. Enter Password for Username. Portis pre-populated with default ssh port 22, you can change if you have Linux server different ssh port. In Exclusion List you can specify comma separated list of mount points(e.g. /data, /test) which you want has to be excluded from Server Migration. Click on Submit Linux Server gets added as shown below 16 Add Server

17 3.2 Bulk Export To export list of servers added in form of excel sheet click on Bulk Export Icon ( downloaded at default location of Web Browser. ).Excel Sheet gets Exported Excel sheet contents as shown in image below Each row represents Server and contains columns as described below Column Id typename ip_address host_name dns_host_name user_name Password port_number exclude_list plan_name server_status_label Description Unique Id of Server Type of Server (e.g. Windows Server, Linux Server) IP address of server Hostname of server Domain name of a server Username with which server is to be added Password of Username Enter ssh port number of Linux Server Enter Comma Separated values of Drive or Mount points to be excluded from Migration Name of Plan to which server is to be added Status of Server 17 Add Server

18 3.3 Bulk Import You can keep adding servers one by one, but adding large number of servers can be tiring and time consuming. To solve your problem of adding large number of servers SUREedge provides option to Bulk Import large number of servers from Excel Sheet. To get template of Excel Sheet click on Bulk Export Icon ( of Web Browser. ).Excel Sheet gets downloaded as default location To add Servers enter rows with columns as shown below Rows highlighted in above screenshot are the servers which we want to import. Once done with adding servers save the excel sheet. To import this excel sheet click on Bulk Import Icon ( ) this open up Upload File pop-up. 1. Click on Browse and select Excel file to be imported. 2. Click on Upload 18 Add Server

19 On Server Upload Confirmation pop-up verify contents and if found correct click on Import After you click on Import confirmation message is displayed and servers are imported successfully. Servers highlighted are the one that we have imported. 19 Add Server

20 3.4 Server Actions Icons Representations Icons Description Discover Server Migrate Server Sync Server Test Server Cut-Over Server Settings Information Edit Server Delete Schedule Discover Server The added servers are to be Discovered to verify the connectivity and authentication. Click on Discover Server icon ( ) for server you want to discover. Discover Server Confirmation Pop-up is displayed. Once user clicks on Submit as shown in pop-up, Server Discovery job will be launched. 20 Add Server

21 Note: Whenever there are changes to Server you need to initiate Discover Server so that latest server status is reflected in SUREedge Migrate Server To Start Migration of server click on Migrate Server icon ( ) Migrate action will execute Capture, Recover and Transfer job for each server to be migrated, captured image will be available for verification under "Image Verification" tab once jobs are completed. Migrate Server Confirmation Pop-up is displayed. Once user clicks on Submit as shown in pop-up, Capture job will be launched. After Capture job is successful, ImageCaching Job is launched Note: If Remote is configured Transfer job is also launched simultaneously 21 Add Server

22 After Successful ImageCaching Job, ImageVerification job is launched which verifies bootability of Captured Server Images After TestLDR job completes successfully, entry for Migrated server is available Under Image Verification tab. For more details on Image Verification tab please refer section 5 Image Verification for Sync Server To start Sync server click on Sync Server icon ( ) If the server is not migrated and you click on the Sync Server button, then full capture will be triggered. When the server is already migrated and you click the Sync Server button an incremental capture job will get triggered and will capture only the newly added data or any modifications made in the data. 22 Add Server

23 The server in the above image had already completed migration, so when the Sync Server button was pressed the above incremental job was triggered. The new data of 2.47MB was captured during the incremental job Server Info If you wish to view more information about added servers click on Settings and in Sub Menu that is displayed click on Server Info icon ( ) Upon clicking Server Info icon ( ), Server Info pop up opens which displays Server Details, Last Job Status, Hardware Information, OS Information, Network Information as shown below 23 Add Server

24 3.4.5 Edit Server If accidently you have entered wrong values while adding server, you can edit server details by clicking on Settings Icon and from Settings Sub Menu click on Edit Server Icon ( ). Upon clicking on Edit Server Icon ( ) Edit Server pop up opens as shown below. You can edit details like Type Username Password or Exclusionlist for added servers 24 Add Server

25 3.4.6 Delete Server If you want to delete Server which you do not wish to Migrate, click on Settings Icon Sub Menu click on Delete Server icon ( ). and from Settings Delete Server Confirmation dialog is displayed. Upon clicking on Submit servers gets deleted. Note: You cannot delete server which has been already migrated. 25 Add Server

26 4 Plan You can create Migration Plan where you can migrate group of related servers with single click instead of migrating servers one by one. To begin creation of plan click Plan tab and click Create Plan as shown below Create Plan pop up is displayed as shown below There are 5 steps to create the plan: Step1: Plan Details 1. In Plan Details insert the plan Name. 2. Select the Target Location, if Local is selected the capture and recovery will be done on local appliance. if Remote is selected transfer to cloud job will be triggered after capture job is completed. 3. Enable Local Image Verification is optional, if this option is enabled then the server will be recovered on the local appliance and the restored image can be seen under Image Verification tab. 26 Plan

27 If Cloud/Remote is not configured under Setting tab ->Cloud or remote, a warning is shown. Step2: Server Selection You can select the servers from the list that is displayed. If the servers are already in other plan they will be disabled. Note: It is recommended that you select servers from the same subnet for a particular plan 27 Plan

28 Step3: Recovery Sets Recovery Sets is a set where user can make sets of Group Dependent Server and Provide Sequence in which Server should be recovered. In the beginning all the serves will have a Default as its Recovery Set and the Recovery Sequence is assigned to 0 that is the servers will be recovered parallely without any preferance. If recovery sequence is assigned numerically then the recovery job will be triggered one after the other in ascending order. The Recovery Set has a drop down which has an option to Add Recovery Set so that you can group the servers accordingly. 28 Plan

29 In the Recovery Set drop down you can view all the sets that have been created in that particular plan and choose from them. After all the inputs are given the final Recovery Set option under plan creation looks like this: Step4: Hardware configuration If the servers are already discovered while creating the plan the window will look like this. If the server is only added then we have to fill in the Target RAM and Target CPU. 29 Plan

30 Step5: Network configuration You have options either to select the checkbox under DHCP or give Static IP to the servers. If DHCP option is chosen the input fields in front of it are disabled. To ease setting of network configuration for large number of servers, SUREedge provide option Bulk Edit 30 Plan

31 When you click on Bulk Edit Change Addressed Bulk Edit pop up is displayed as shown below Here you have option Apply to where All, and Recovery Sets of Plan are listed. You can specify whether to apply network changes to All servers in Plan or Specific Recovery Set. 31 Plan

32 Fill in following fields From Apply to: drop down Select entry. Select Keep Source Settings if you want to apply same network setting as source server to recovered server. Select DHCP if you want recovered machine to get IP address by DHCP If you want to assign static ip address to all recovered server please enter New Network, Subnet Mask, Gateway DNS For example if you want Recovered servers to get IP address from range _ Enter New Network as Enter Subnet Mask as Enter Gateway as Enter DNS of target network as defined by your Network Administrator This will replace first 3 Octet of IP addressed of source servers with and keep last octet as it is 32 Plan

33 Click on Submit. Plan created will appear under Plan tab as shown below 4.1 Plan Action Following actions can be performed on Plan Icons Description Verify Plan Migrate Plan Sync Plan Test Plan Cut-Over Setting Plan Info Edit Plan Delete Plan 33 Plan

34 4.1.1 Discovers all Servers in a Plan To verify plan created you have to click on Discover Servers icon ( be launched to verify the connectivity and authentication. ).Discovery of all servers in a Plan will Discover Servers Confirmation Pop-up is displayed. Once user clicks on Submit Server Discovery job will be launched for all the servers that are part of Plan Note: Whenever there are changes to Server that are part of Plan you need to initiate Discover Servers so that latest server status is reflected in SUREedge. 34 Plan

35 4.1.2 Execute Plan To Start Migration of Servers that are part of Plan click on Execute Plan icon ( ) Execute Plan action will execute Capture, Recover and Transfer job for each server that are part of Plan. Captured image will be available for verification under "Image Verification" tab once jobs are completed. Execute Server Confirmation Pop-up is displayed. Once user clicks on Submit as shown in pop-up, Capture job will be launched. For all servers that are part of plan following jobs will be launched 1. After Capture job is successful, ImageCaching Job is launched if Local Image Verification is enabled 2. After Successful ImageCaching Job, ImageVerification job is launched which verifies bootability of Captured Server Images 3. After ImageVerification job completes successfully, entry for Executed server is available Under Image Verification tab. Note: If Remote is configured Transfer job is also launched simultaneously 35 Plan

36 4.1.3 Sync Plan If you have added any new data of modified the existing data in the planed servers you do not need to Execute Plan again you can just click on the Sync Plan button ( ). Same as the Sync Server in Sync Plan also if the plan is not executed then full capture will be launched. If full capture is done then Sync Plan will trigger incremental job for all the servers in the plan. After Sync Plan is successfully completed the final result looks like the image below: 36 Plan

37 4.1.4 Plan Info If you wish to view more information about Plan servers click on Settings and select Plan Info icon ( ) Upon clicking Plan Info icon ( ), Plan Information Wizard pop up opens which displays Name and Target Location and Enable Local Image Verification of Plan shown below: 37 Plan

38 List of the servers under the Plan in Server Selection. Details of Recovery Set are shown below: 38 Plan

39 Details of Hardware configurations are shown as below: Details of Network configuration are shown below: 39 Plan

40 4.1.5 Edit Plan If you want to add server to a Plan or make any other changes related to the hardware or the network you can edit Plan by clicking on Settings and select Edit Plan Icon ( ) as shown below Upon clicking on Edit Plan Icon ( ) Edit Plan Wizard pop up opens as shown below. 40 Plan

41 User can navigate through Edit Plan wizard, edit plan as desired and click Submit once done for changed to take effect Delete Plan If you want to delete Plan which you do not wish to Migrate, click on Settings and select Delete Plan icon ( ). Delete Plan Confirmation dialog is displayed. Upon clicking on Submit servers gets deleted. Note: You cannot delete Plan if Migration of Plan is in Progress. 41 Plan

42 5 Recovery Recovery tab has 2 sub-menus: Recovery Set and Server. 5.1 Recovery Action Actions that can be performed under Recovery tab are: Icons Description Recovery Local Recovery Recovery Set Info Recovery(Not supported) 42 Recovery

43 5.2 Recovery Set: You will be able to see the recovery sets that you had created while creating the plan Local Recovery of Recovery Set If you want to recover the recovery set on local appliance click on Local Recovery button ( ). Upon clicking Local Recovery button ( ), Local Recovery dialog is displayed Note: By default Enable Network Configuration is checked. If you do not want recovered servers to get Network, please uncheck this option. Once you click on Submit local recovery is triggered on appliance in ascending order of Recovery Sequence Number specified during Plan Creation. 43 Recovery

44 5.2.2 Recovery Set Info If you wish to view information about the Recovery Set click on Server Info icon ( ). These Recovery Set have the list of servers you had selected. 5.3 Recover Server All the servers that are captured including the servers under the Recovery sets are listed under Server sub-menu of recovery tab. You can select captured image at point in time that you want to recover, to either Local Hypervisor or other Target Hypervisors. If the Target Hypervisor is not Added and Discovered the Recovery button in front of each server is disabled as shown below: 44 Recovery

45 When you Add and Discover the Target Hypervisor the Recovery button is enabled as shown below: There are also different colors to denote the actions/status of the backup images. Black = Local backup image Green =Both Local Backup Image and Image uploaded to Offsite Location available Blue = Local Backup Image has Expired and Image uploaded to Offsite Location is available 45 Recovery

46 5.3.1 Recovery to Target Hypervisor On Migration Appliance for VMWare captured Image can be restored to only to vmware ESX server. On Migration Appliance for Hyper-V and UBM captured Image can be restored to only to Hyper-V server. For Migration Appliance for Hyper-V /UBM,first Add and Discover Hyper-V server, to which Captured image is to be restored. For how to protect server Please refer to Section Select Captured Image which is to be recovered and click on Recovery icon ( ) Once user clicks on Recovery icon ( )Recovery Wizard is displayed as shown below: In Destination Page of Recovery Wizard You have to enter following information Enter VM Name,RAM Size Select Destination Server and Data Store to which you wish to restore OCB backup image. Click on Next 46 Recovery

47 When user clicks on Next, Items Selection page is displayed as shown below : On Items Selection page list of Drives or Mount Points that were part of Captured Image are shown Click Next on Items Selection page When user clicks on, Actions page is displayed as shown below : 47 Recovery

48 On Actions page of Recovery Wizard Job name is auto populated, can be edited Check Overwrite VM if VM is to be overwritten if VM of same name exists Check Power On VM if the restored VM is to be powered on after restore. Apply Pre Action Script Apply Post Action Script Click on Finish. Monitor Job Click on the Monitor menu tab Local Recovery of Server In case user wants to recover captured server image to Local SUREedge Migration Appliance at specific point in time, one can do so by Local Recovery To initiate Local Recovery for captured server image click on Restore tab and click on Local Recovery Icon ( ) as shown below 48 Recovery

49 On clicking Local Recovery Icon ( ) dialog box is displayed. Please Note: By Default Network Configuration is enabled. If you do not want Recovered Server to be connected to Network please Uncheck Network Configuration Click on Submit to proceed with Local Recovery. Monitor Job Click on the Monitor menu tab 49 Recovery

50 6 Dashboard SUREedge Dashboardprovides visual representation of current status of Server Migration and Migration Plan Server Migration Status piechart is divided into slices to illustrate numerical proportion of server status as described below Status Added Discovered In Capturing Captured In Replication Replicated In Recovery Recovered In Testing In Cut-Over Failed Description Displays number of Serves in Added State Displays number of Serves which you have successfully Discovered Displays number of Serves for which Image Capture is in Progress Displays number of Serves for which Image Capture is Successful Displays number of Servers for which Image Transfer is in Progress Displays number of Servers for which Image Transfer is Successful Displays number of Serves for which Local Recovery is in Progress Displays number of Serves for which Local Recovery is Successful Displays number of Serves which are in Testing State as manually marked by User Displays number of Serves which are in Cut-Over State as manually marked by User Displays number of Servers for which Image Capture has Failed Plan-wise server details bar chart that shows visual representations of proportion of server status that are part of plan as shown on x-axis. 50 Dashboard

51 6.1 Check Details of Server Status To further view details of Servers in particular state move your move over Server Migration Status Pie Chart Slice that represents server state and press Click button. For e.g. if you wish to see Servers for which Migration Status is In Recovery move mouse cursor over Green Color in Server Migration Status pie chart and Click Mouse. Upon mouse click In Recovery Server will be displayed as shown below. 51 Dashboard

52 6.2 Check Details of Plan To check status of server in particular plan move your mouse over Plan and click For e.g. As shown in screenshot above if we want to check details of servers in plan with name Dev-Ops move mouse over bar chart with name Dev-Ops and press Click. This will take you to screen as shown below 52 Dashboard

53 6.3 Critical Alerts These user alerts can be found in the upper right-hand side of the SUREedge GUI. The alert lights will activate when there is an immediate, critical issue. Please see the table below for more information: No critical alerts Cloud connectivity issue Management console critical issue Onsite store critical issue Onsite storage-space issue Note: 3 LEDs will show up if there is no off-site SUREedge Appliance. 6.4 SUREedgeUser Console Tabs The SUREedgeUser Console (UC) contains the following tabs: TAB Sect. Description Dashboard 3 Displays Appliance view Add 4 Displays a list of servers available for Migration Client 5 Displays a list of Jobs available for Restore Image Verification 6 Displays a list of images Recovery 7 Displays Recovery options Reports 8 Displays a range of different Reports Monitor 9 Displays progress, status of different jobs Settings 9 Displays different Appliance settings, options, & configurations 53 Dashboard

54 6.5 Status of Migration License Utilization As soon as user logs on the Dashboard, Migration License usedis displayed at Top Most right corner Note: Please contact SUREedge Support at provide you with the license file. 54 Dashboard

55 7 Image Verification The successful Capture job for a server creates the virtual disks on Local Appliance where SUREedgeMigration Appliance is installed.vm is created on Local Hypervisor and verified for bootability. All such verified images are available under Image Verification tab as shown below: 7.1 Start Local DR / Local Onboarding In order to Onboard migrated server images to Local hypervisor click on play icon ( image below. This play icon stands for Start Local DR. ) as highlighted in 55 Image Verification

56 Upon clicking ( ), Start Image Verification dialog pops up as shown below. - Enter VM Name and Memory - Click on Submit To monitor job progress by click on Monitor Once the Start LDR jobis complete, status changes to Running 56 Image Verification

57 7.2 End Local DR In order to end a Local recovered Server, click on the Image Verification Tab. Notice that the server status for Local Recovered states Running. Click on ( ) to End Local DR. Note: End LDR deletes locally on boarded VM from your Local Hypervisor, but virtual disk images are still available and you initiate Local Onboarding as described in Section above. 57 Image Verification

58 8 Reports SureEdge Migration Appliance offers following reports Migration Summary and Migration Details. Additionally, users can easily export these reports as an Excel spreadsheet or an Adobe PDF. Report Types Inventory Migration Summary Migration Details Shows summary of Migration Status of all added servers Shows List of all Jobs (incl. server info, date, time taken and Size) 58 Reports

59 9 Monitor This tab allows users to view all Jobs including Alerts. 9.1 Jobs This tab allows users to keep an eye on all Capture, restores, cloud uploads, etc. Additionally, users can filter by selecting to view running, completed, failed, aborted, scheduled, and system jobs. The default view is set to show Running & All jobs. In order to change them, simply select one of the dropdown menus to select a different option Running Jobs This page shows you what jobs are running at the moment. The progress of data transfer is below the progress bar. When there is a job that is currently running, to check more details of running job Click on Job Details icon ( ) and you will see the following image. 59 Monitor

60 Pause/Resume Running Jobs Sometimes there can be a job which run over larger time span say of 30 to 40 hours if large data is being backed up. And since huge data is being transfered over network for backup this may cause slowness in network so instead of Aborting running job and rerunning job at later, SUREedgeMigration Appliance provides option to "Pause" running job To Pause a running backup job click on Pause Job Icon ( ) as highlighted in above screenshot. Click on Submit on Confirmation dialog and the backup will remain in pause state until it is resumed. 60 Monitor

61 To Resume a paused backup job click on Resume Job Icon ( ) as highlighted in screenshot shown below. 61 Monitor

62 9.1.2 Completed Jobs This view will show you all completed jobs. As highlighted in above image 1. User can filter jobs by type, All, Capture, Recovery, Transfer, Other 2. To get latest status click on Refresh 3. To see more information regarding job click Job Details icon ( ). 4. If there are large number of Jobs user can traverse through pages. For more details of the individual action, click on the icon ( ). This will show users the following: 62 Monitor

63 9.1.3 Failed Jobs SUREedge Migration Appliance makes sure that users know as much as information, as to why a failure occurred. By selecting the Job Details icon on the far right of the line-item, users will be able to view the details of why there was a failure. Frequently, these details will identify the exact reason for the failure. 63 Monitor

64 9.1.4 Filter: Duration and Pattern SUREedge Migration Applianceprovides flexibility to user to search job based on Duration and Pattern or combination of both In Monitor-> Menu you can find Search, Duration and Date fields as shown in screenshot above. Total Job count is displayed at bottom most left corner as highlighted below 64 Monitor

65 Filter Jobs based on Duration Suppose you want to find list of jobs that were completed in between 9-Oct-2015 to 16-Oct- 2015, please click inside Date text box and Calendar will open up. - Pick Form date and To date in calendar Please note that out of 30 Jobs 14 jobs are filtered which matched condition applied Filter Jobs based on Name Suppose you want to find list of captured imagesfor a host e.g. Transfer To Cloud/RemoteCapture, please start typing inside Search text box and as user starts typing SUREedge search algorithm start and lists job that have matched the Patten String which user has entered 65 Monitor

66 Please note that SUREedge Migration Appliance has filter out 5 jobs out of 30 Completed Jobs that matched pattern Transfer To Cloud/RemoteCapture we have provided. Filter Jobs based on Name and Duration Suppose you want to find list of Jobsfor a host containing StartLDR in its name, that have completed in between 9-Oct-2015 to 16-Oct-2015 To do so please start typing inside Search text box and as user starts typing SUREedge search algorithm start and lists job that have matched the Patten String which user has entered.now Click on Date, Pick 01- Sept-2015 from From date and 04-Sept-2015 from To date as shown below: 66 Monitor

67 Please note that SUREedge has filter out 5 jobs out of 30 Completed Jobs that matched criteria based on Name StartLDR and dated we have provided. This Filtering is applicable to all Job Status (Completed, Failed, Running, and Aborted).Also for SUREegdeMigration Appliance users, same method for searching details are applicable inside Reports. 9.2 Alerts This section allows users to view all alerts. When Alert is selected, the alerts generated by your appliance could be seen. 67 Monitor

68 9.2.1 Alert Info Details of the alerts can be seen when clicked in Alert Info ( ). You can see the information of the Alert in the pop-up box Alert Details wizard as shown below. 68 Monitor

69 9.2.2 Acknowledgement Alert When you click on the Acknowledgement Alert whenever that condition is occurred at any point of time during the execution of the job the Alert Icons (number 2 ) lights up according to the severity of the alert(refer section 3.3 for more details ) Clear Alert The Clear Alert option is to ignore the alert completely. 69 Monitor

70 10 Settings This tab allows users to obtain detailed information and customize SUREedge Migration Appliance. The following settings are available: 10.1 Configuration This section allows users to view details of their SUREedge Migration Appliance. Additionally, many users want to make customizations to their Migration Appliance. Configuration Sections consists of 1. Appliance Info 2. Appliance Config 3. Cloud OR Remote 4. Alert Conditions 5. SUREedge License 6. Access Rights 7. Change Logo 8. Change Contact Support Support Sections consists of 1. Collect Debug Data 2. Contact Support We will go through each Item in detail in section below: 70 Settings

71 Appliance Info This section allows users to see all of the relevant information about the SUREedge Onsite Store, the Offsite Store, Appliance Capabilities and Appliance Information. Below is a screen shot of the top-half of the page: Size of backed-up data Size of data on the store De-dupe Ratio Physical capacity of store Physical capacity available Deduped capacity at current ratio Available deduped capacity at current ratio Onsite Store Information The amount of raw data that has been backed up You will notice that it will be significantly less that the size of the backed-up data due to the de-dupe and compression ratios The ratio of deduplication rate The raw size of the physical capacity where the backups are stored The amount of physical capacity remaining for backups The amount of total raw data that can be stored; this number will be significantly higher due to the dedup ratio The amount of raw data-capacity that is available 71 Settings

72 Appliance Capabilities The areas are marked with either a check mark or This feature is active and working as designed This feature is either disabled or not working as designed Note: If you do not have the off-site or Cloud backups enabled, this icon will appear in the Encryption and Cloud features Below is the screenshot of the bottom half of the page: This section allows users to get a better understanding of the hardware details on the SUREedge MigrationAppliance. Management Console IP Address Hardware Specs Processor General Area Service Status UI Launcher Service BackPlane Service Hardware Specifications Includes IP address and SUREedge software version number Information regarding the amount of RAM, HDD, RAID setup, & OS The detailed information on the type of CPU on the SUREedge Appliance Defines the RAM, RAID settings, OS, and disk capacity Launches the GUI runs in the background 72 Settings

73 Sure Store SSH FTP Shows Status of SUREedge Storage Engine Service A secure shell access for data transfer File Transfer Protocol transfers the data to the SUREedge Store Note: The Encryption must be activated during the INSTALLATION. It cannot be managed through the SUREedge Migration GUI Appliance Config Select Appliance Config from Settings Menu Within this section, SuperAdmins can configure the IP addresses, network settings for the following aspects: SUREedge license configuration SUREEDGE-Store network configuration Cloud Transfer Bandwidth Throttling SUREEDGE-Store encryption configuration SUREEDGE-MC network configuration Hypervisor configuration Image Verification configuration SUREedge Appliance Name SUREedge Appliance Location Appliance Settings Configuration details of SUREedge License Configuration details of Store (IP,Username,Password,Port) Configuration for bandwidth throttling and scheduling This is where local encryption is disabled or enabled Configuration details of MC (IP,Username,Password) This specifies where the hypervisor is running This is to set the location from where the Verified Images will be stored This is the Appliance name Location at which SUREedge Appliance is installed. 73 Settings

74 SUREedge license configuration On SUREedge Lincese Configuration row click on Edit. On SUREedge License pop up you will need to click on Choose File and browse to location where SUREedge License file is kept. Note: Please contact SUREedge Support at for acquiring SUREedge Migration license file 74 Settings

75 SUREedge-Store network configuration On SUREedge-Store network configuration row click on Edit SUREedge-Store network configuration pop up is displayed which is is populated with values entered for SUREedgeStorageEngine Store during Installation. In case IP of SUREedgeStorageEngine Store changes, enter New IP Address, Password for user sureline and Click on Submit. CAUTION: Do not Change unless necessary, in case of doubt please contact SUREedge Support. 75 Settings

76 Cloud Upload Bandwidth Throttling SUREedge Migration appliance provides option to actively configure rate at which data is transferred from Onsite to Remote SUREedge Migration Appliance On Cloud Upload Bandwidth Throttling row click on Edit You can enable the network bandwidth and set the work schedule and working hour s bandwidth In Screenshot above setting Work hours have been set to 07:00 to 19:00 on Monday, Tuesday, Wednesday, Thursday, and Friday And during Work hours upload speed has be set to 512 Kbps And during Non-Work hours upload speed has be set to 9240 Kbps 76 Settings

77 SUREedge-Store encryption configuration On SUREedge-Store encryption configuration row, click on View. It is view only option SUREedge-MC network configuration On SUREedge-MC network configuration row click on Edit. SUREedge-MC network configuration is populated with values entered during installation. In case IP or Password of Windows Machine on which SUREedge is installed changes, enter New IP Address, Password for user and Click on Submit. CAUTION: Do not change values unless necessary, in case of doubt please contact SUREedge Support. 77 Settings

78 Hypervisor configuration On Hypervisor configuration row click on Edit. Hypervisor configuration is populated with values entered during installation. In case password of Hypervisor user changes, enter New Password and Click on Submit. CAUTION: Do not change values unless necessary, in case of doubt please contact SUREedge Support. 78 Settings

79 Image Verification configuration On Image Verification configurationrow click on Edit. Image Verification configurationis populated with values entered during installation In case Share Path, Username and Password changes please use this to reflect it in SUREedge Migration Appliance. CAUTION: Do not change values unless necessary, in case of doubt please contact SUREedge Support SUREedge Appliance Name This section will allow users to give their SUREedge Migration Appliance a specific name (maybe one that fits in with your network naming-scheme [i.e. movie characters, planets, etc.]). 79 Settings

80 Cloud or Remote In Setting Menu Select Cloud OR Remote on the page which is displayed click on Cloud OR Remote ConfigCloud OR Remote Appliance pop up is displayed as shown below Enter IP/HostNameof Store of Remote Appliance Enter UserName of Store of Remote Appliance Enter Password of Store of Remote Appliance Enter Port if it s different that Default SSH port No 22 Click on Finish 80 Settings

81 Once Remote is successful added following page will be displayed Alert Conditions The Alert Conditions displays parameters for which specific Alert type is generated SUREedge License SUREedge License displays details of License Applied as shown below: 81 Settings

82 Access Rights A SuperAdmin will be pre-defined by Sureline Systems in order to all access to all features and functionality of the SUREedge Migration Appliance. To define a new user, click on Register. The Register User box will appear. Enter the Username, select type of Rights you want to assign to user from Type dropdown. Note: The User Name must be the same as the Microsoft Windows user name 82 Settings

83 83 Settings

84 Change Logo This option has been designed to allow companies who have contracted to OEM the SUREedge Migration Appliance as their own. Pre-installed with be the SUREedge logo. If the user should decide to delete this file or it is deleted in error, s/he will have to contact Sureline Systems to get it back. In order to add a new logo or replace the SUREedge logo, click on Change Logo. 84 Settings

85 85 Settings

86 86 Settings

87 1. Enter Name and Organization 2. Browse for the image. (Note the image size should be no more than 155x30) 3. Click on Submit. Newly created Branding Logo appears as shown below To make this Logo as default, click on Default Image radio button and Press OK in confirmation message. Then new Name, Organization and Logo will be reflected in SUREedge UI, Reports and Logon Screen. 87 Settings

88 Change Contact Support The contact information is pre-installed with the Sureline Systems Customer Care and Support information. If an MSP or VAR has OEM rights to the SUREedge Migration Appliance, they may wish to enter their own contact information. In order to change the Contact information, click on Update Contact Support. To edit Contact Support information click on ( ) Edit Icon as shown below A text area will appear. Adjust any/all text necessary, and then click on Submit when done. 88 Settings

89 10.2 Support Collect Debug Data Note: This feature may take several minutes to process. There may be a need for the Sureline support team to view the log files from the SUREedgeMigration Appliance for debugging issues. In order to generate this, click on the Collect Debug Data. Collect Debug Data Information will be displayed which will take several minutes to complete depending upon size of debug data to be collected. Once done following dialog will be displayed which will have instructions regarding procedure regarding which all logs need to be send for debugging. Please follow instructions as mentioned in dialog box, generate a.zip file of the folder and sent it to SurelineSystems s support team at support@surelinesystems.com. 89 Settings

90 Contact Support This section has been pre-defined to Sureline Systems Customer Support Team. In order to change the Contact settings, please see section Change Contact Support. 90 Settings