SUREedge DR Installation Guide for Windows Hyper-V

Transcription

1 SUREedge DR Installation Guide for Windows Hyper-V Contents 1. Introduction SUREedge DR Deployment Scenarios Installation Overview Obtaining SUREedge Software and Documentation Obtaining SUREedge Installers Obtaining Documentation Pre-requisites Installing SUREedge DR Obtaining Licenses Next Steps Contacting Support

2 1. Introduction Welcome to SUREedge DR! SUREedge DR is a proven enterprise-class Disaster Recovery solution that simplifies DR Testing and DR, taking advantage of the Cloud as a ready-to-use DR infrastructure. SUREedge DR enables enterprises to implement a Disaster Recovery solution locally, at a remote site, in the Cloud, or even all three. Customers can start with local DR and seamlessly expand to a remote site or the Cloud simply by deploying a SUREedge instance at the target site. With SUREedge-DR s Any-to- Any Recovery capability, you can recover physical and virtual systems (any hypervisor) to an alternate hypervisor or your preferred Cloud. This flexibility allows you to avoid hardware, hypervisor and Cloud lock-ins. 1.1 SUREedge DR Deployment Scenarios SUREedge DR can be deployed in various configurations to meet the needs of the situation: A single SUREedge DR instance can be installed in the local environment and used to quickly and efficiently recover physical and virtual systems onto a VM infrastructure should critical IT infrastructure or one of the primary servers or its storage fail. This is referred to as Local Disaster Recovery or Local DR. Granular recovery also allows individual files or filesystems to be recovered in the case of smaller scale corruptions or data loss. A second instance of SUREedge DR can be deployed in a virtualization environment at a remote site and configured to receive system images from the source site. In this Remote Disaster Recovery scenario SUREedge DR s global deduplication significantly reduces the amount of data transferred between the sites, and any data that is transferred is sent encrypted and compressed. In case of a complete failure or loss of the primary site SUREedge DR can quickly deploy instances of the source systems in the target site environment. SUREedge DR automatically takes care of conversion from any source system to the virtual system format at the target site. The SUREedge DR captures all configurations and steps required to recover servers and applications at the target site, and DR plans can be easily tested and verified without disturbing the protected systems at the source. An instance of SUREedge DR can also be deployed in a cloud environment to enable Cloud Disaster Recovery. The Cloud instance acts as a receiver and Cloud recovery manager. SUREedge DR The SUREedge DR can be used for DR to the Cloud. To enable Cloud DR, a virtual instance of SUREedge is required in the target Cloud. automatically takes care of conversion from any source system to the VM format in the Cloud of your choice. The SUREedge DR captures all configurations and steps required to recover servers and applications at the Cloud site. As with the Remove Disaster Recovery scenario all data is globally deduplicated to reduce unnecessary inter-site transfers, and all transmitted data is encrypted and compressed. 2

3 The main difference between these scenarios is the number of SUREedge DR instances that are needed. Only one instance is required for Local DR, whereas the Remote and Cloud DR scenarios require an additional instance at the target site or in the target cloud. 1.2 Installation Overview To set up an environment for Backup and Disaster Recovery you should first determine the location(s) where SUREedge DR should be installed according to the scenarios describe above. You can then: Obtain the required documentation and software for the environment(s) you have identified. You should have an Install Guide (this document) for each environment and, if required, the software packages for installing SUREedge DR in those environment(s). Perform the installation of SUREedge DR software as instructed using the Installation Guide. License and configure SUREedge DR as appropriate for each environment, as described in the Installation Guide and the User Guide. This Installation Guide covers the steps necessary for installing an instance of SUREedge DR in a Windows Hyper-V virtualization environment. The following sections will take you through the steps to obtain installation materials and to install, license and configure SUREedge DR to run in a Windows Hyper-V environment. You can then use the User Guide to configure and start using SUREedge DR for Backup and Recovery. 3

4 2. Obtaining SUREedge Software and Documentation SUREedge DR installers, tools and documentation are all available online for download. The next sections will detail how to obtain the documentation and software binaries you will need to get started with SUREedge DR. 2.1 Obtaining SUREedge Installers This section contains the instructions for downloading SUREedge DR installer and some accompanying tools that may be of use. SUREedge DR software can be obtained via secure FTP (SFTP). Please use an SFTP client (such as WinSCP - ) to download the SUREedge DR software installer and tools from the SFTP site. The examples in this section show the download process using WinSCP. 1. Please use the following information to connect to the SFTP host: IP Address: Port: 995 Username: sure01 Password: Please write to support@surelinesystems.com for the password 4

5 2. Click "Yes" to accept the server fingerprint and continue to log in. 3. Open the folder named "Download." 5

6 4. The Download folder contains the following subfolders: Tools contains SUREedge Pre-Requisite tools, some useful Third Part Apps and Cloud deployment scripts. SUREedge Installation Package contains SUREedge Installer binaries. 6

7 SUREedge Installation Package: The folder SUREedge Installation Package is divided into subfolders for all available versions of SUREedge DR. You can navigate to the latest version ( Current Release ) to obtain the package for installing in the Hyper-V environment. 7

8 The Current Release folder contains installer packages for various platforms. For Hyper-V, please download the zip file SUREedge_Software_Appliance_Installer_For_Hyper-V.zip : 8

9 Tools: The Tools folder contains tools useful for the installation and operation of SUREedge DR. It contains sub-folders, Client_ Pre_requisite tool, Third Party Apps and Cloud Scripts : 9

10 The Client_ Pre_requisite tool directory contains binaries that could be useful in preparing Clients to be Protected. (Please see the SUREedge DR User Guide for information on using the pre-requisite tools). 10

11 The Third Party Apps directory contains programs that can help during the operation of SUREedge DR: 11

12 Please download applications such as : 1. Firefox: SUREedge DR is best viewed using the Firefox Browser; an executable for installing Firefox is provided in this folder. 2. Notepad++ is a text viewer/editor that can be helpful for viewing log files or other text files. 3. MobaXterm is a terminal program that can be used to make an SSH connection to the SUREedge Store virtual machine if necessary 4. Adobe Reader can be used to read the SUREedge DR documentation, which is provided as PDF files. 12

13 The Cloud Scripts directory contains scripts required during SUREedge deployment at cloud. 13

14 2.2 Obtaining Documentation SUREedge DR documentation is available for download as PDF files from the Sureline Systems website. To get access to SUREedge DR documentation, navigate to this URL in your browser: You will need an account in order to log in and access the SUREedge DR documentation. If you are a new user, please register by filling in the form and clicking Register. If you are already a registered user, please click the Sign in! button and provide your credentials to access the download area. After successfully signing in you will have access to the download area: 14

15 3. Pre-requisites In the Windows Hyper-V environment SUREedge DR consists of two components: A Management Console ( MC ) stack that runs directly on the Windows Hyper-V Server and a Storage Engine ( Store ) that runs as a virtual machine on the Hyper-V server. The SUREedge DR Store virtual machine is automatically created as part of the MC installation process. In order to install SUREedge DR you will need the following: A Windows Hyper-V server running Windows 2012 R2 Standard, Windows 2012 R2 Datacenter or Windows 2012 Enterprise. Note: Minimum compute and storage requirements on Windows Hyper-V server to run SUREedge software are: o 6 virtual CPU cores: 4 cores allocated to Store and 2 cores allocated to MC o 16GB of RAM: 12GB allocated to Store and 4GB allocated to MC Some storage space on the Windows Hyper-V Server is needed to contain the virtual storage for the SUREedge Store VM. This includes the space where captured system images will be store. The size required for this storage will vary depending on the size and number of systems to be captured. There will also be storage required if any systems being captured will be instantiated locally (i.e. as virtual machines of the Hyper-V server itself.) This would be the case if you are Restoring systems to the Hyper-V Server, or if systems being Restored elsewhere will be brought up on the Hyper-V server for testing, updating, etc. The size of the reserved storage should be enough to encompass the captured systems to be instantiated. The space allocated for storing captured and instantiated systems is referred to as the datastore ; by default the installation process will look to use d:\localdr as the datastore, though this can be changed during the installation process. The Management Console stack requires the.net 3.5 framework. (Note that earlier and later versions of.net are not compatible.) 15

16 4. Installing SUREedge DR Once the Windows Hyper-V server is ready and has the required pre-requisites installed/allocated the SUREedge DR software can be installed. Copy or download the SUREedge DR installer package for Hyper-V and your license key to the Hyper-V server where it is to be installed and double-click on the installer: 16

17 The first screen you ll see is a Welcome screen." Click Next to continue. 17

18 You will then be prompted for a license file. Click on the Browse button and select the license file you received or downloaded earlier and click Next to continue. Please note SUREedge DR can be successfully installed without a license, though it will have reduced functionality. Supplying a license at this point is optional; if you have received a license you can supply it now, or you can add it after the installation has completed. 18

19 Next, please select the product to be installed. 19

20 The next page will display your license agreement. Please read the agreement and click I Agree to continue. 20

21 The next screen allows you to specify details about the Windows Hyper-V server where SUREedge DR is being installed: These fields should be filled in as follows: IP Address: The IP address of the Windows Hyper-V server will be filled in ( in this example) and normally does not need to be changed. Username and Password: Specify the credentials for the Windows user account under which SUREedge DR will perform operations. This user should be in the Local Administrators Group and/or the Hyper-V Administrators Group or have equivalent permissions for creating and controlling virtual machines. Datastore Location: Specify the path on the Windows Hyper-V server which SUREedge DR will use as its datastore Datastore Size: Specify the maximum space that the datastore will use for storing captured system images. Please note that this should be at least equal to the size of server data to be protected. Click Next to continue. 21

22 The next screen will gather information about the SUREedge DR configuration: These fields should be filled in as follows: SUREedge MC Password: Specify the user credentials (must have administrator privileges). This is the local user on the Windows Hyper-V Server that is performing the installation. Data Encryption: SUREedge DR can be configured to encrypt the image data that is stored and transferred across the network. Choosing Enable here will enable data encryption, and Disable will turn it off. Note that if this feature is not enabled all captured data will be stored and transferred un-encrypted. Static IP: This should be an unused IP address on the same network as the Windows Hyper-V server, and will be used by the SUREedge DR Store VM. Appliance Name and Appliance Location: These are informational strings that will be displayed on the login and main screens of the SUREedge DR user interface. Click Next to continue. 22

23 The following screen will appear only if Enable Data Encryption was enabled on the previous screen: This information is used for the encryption and decryption of image data that is stored and transferred by SUREedge DR: Password: Specify and confirm a password for protecting the data Pass-Phrase: Enter a pass-phrase for use in encrypting and decrypting data Click Next to continue. 23

24 The next screen is the final confirmation that you wish to continue with the installation process. Click Install to proceed with the installation or Cancel to exit without installing. The time required to complete the installation will vary depending on the performance and load of the system, the storage size(s) involved, etc. 24

25 The progress of the installation process will be displayed while the install is ongoing. 25

26 In some cases, you may see the following warning pop up: This will occur when the installer fails to contact the newly created Store VM in order to complete its installation. If this occurs, you will need to log into the newly created VM using the Hyper-V virtual console in order to determine the IP address the VM was assigned. To do this please use the following steps: 1. On the Windows Hyper-V server run the Hyper-V Manager application. 2. Find and select the newly created SUREedge DR Store VM will will have a name starting with SUREedgeStorageEngine 3. Open a virtual console to the Store VM by clicking the Connect button. 4. Log into VM using these credentials: 5. Username: sureline 6. Password: Sure Upon successfully logging in run the command ipconfig to get IP that has been assigned to this VM: 26

27 In the current example, this DHCP IP address is as highlighted in above screenshot. Enter this address into the popup from the SUREedge DR installer and click OK. 27

28 Please Note: The DHCP IP entered in this Pop-up will be used temporarily for uploading store Binaries and preparing SUREedgeStorageEngine VM. The installation process should then proceed. Once the installation is finished you will see the completion screen: Click Finish to complete the installation. Please Note: If the UAC level on the Windows Hyper-V server where SUREedge DR is being installed is set to Never Notify then text about rebooting the server will not be displayed. If the UAC level was higher then it will be set to Never Notify as a part of the SUREedge DR installation process and you will be prompted to reboot the system, as follows: 28

29 Click on Yes to finish the installation and reboot the system immediately, or if you wish you may select No and choose to reboot the server manually at a later time. 29

30 SUREedge DR is now installed on the system. To connect to the SUREedge DR user interface, open a Firefox web-browser window and type the Name or IP address of the Windows Hyper-V Machine where the SUREedge Management Console (MC) component was just installed: 30

31 You can now log into the SUREedge console using the credentials that you specified during the installation, which will present you with the SUREedge user interface: You are now all set to start migrating your servers and applications using SUREedge DR. Please refer to the SUREedge DR User Guide for the next step to Backup and Restore your servers. 31

32 5. Obtaining Licenses As mentioned earlier a license is not required to install SUREedge DR, though it will operate with reduced functionality until a license is supplied. In order to start the actual migration of systems you will need to supply a permanent license. For a permanent license, click on Request License in the upper right corner of the screen. A popup will appear with instructions and all the information required to request a license. Please send the Appliance Serial Number to support@surelinesystems.com or please call sales ( ) to request a license. A member from our team will provide a license key via . For detailed instructions on how to activate your license key, please see the SUREedge DR User Guide. 32

33 6. Next Steps Your system is now installed and ready to perform migration or on-boarding operations. Please refer to the SUREedge DR User Guide for more information about on-boarding and migrating applications and systems. Directions for obtaining the User Guide and other product documentation can be found in Section Error! Reference source not found. Error! Reference source not found.. 7. Contacting Support The Sureline Systems website ( provides a support page where you can submit your issues. A ticket will be generated automatically and the support team will contact you. us: Alternatively, you can write an to support@surelinesystems.com with a detailed description of the issue. This will automatically create a support ticket, and a member of our customer support team will reach out to you soon after. Telephone Support: You can also contact us directly on this number , if you wish to speak with a Sureline Systems Engineer directly. 33