vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager 5.8

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1 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager 5.8 vrealize Suite 6.0 This document supports the version of each product listed and supports all subsequent versions until the document is replaced by a new edition. To check for more recent editions of this document, see EN

2 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager 5.8 You can find the most up-to-date technical documentation on the VMware Web site at: The VMware Web site also provides the latest product updates. If you have comments about this documentation, submit your feedback to: Copyright 2015, 2016 VMware, Inc. All rights reserved. Copyright and trademark information. VMware, Inc Hillview Ave. Palo Alto, CA VMware, Inc.

3 Contents vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager Disaster Recovery Introduction 7 Overview of VMware vcenter Site Recovery Manager 8 Site Recovery Manager Workflow 11 2 Types of Replication Technologies 15 Array-Based Replication Versus vsphere Replication 15 Using Array-Based Replication with Site Recovery Manager 16 Using vsphere Replication with Site Recovery Manager 17 Using Array-Based Replication and vsphere Replication with Site Recovery Manager 18 3 Configuring Site Recovery Manager 21 Configure Virtual Machines for vsphere Replication 21 Create Protection Groups 22 Create a Recovery Plan 23 Edit a Recovery Plan 23 4 Configuring vrealize Suite Components for Disaster Recovery 25 vrealize Automation Disaster Recovery 25 vrealize Orchestrator Disaster Recovery 36 vrealize Operations Manager Disaster Recovery 36 vrealize Log Insight Disaster Recovery 42 5 Testing and Executing a Recovery Plan 49 Test a Recovery Plan 49 Clean Up After Testing a Recovery Plan 50 Execute a Recovery Plan 50 Cancel a Test or Recovery 51 6 Perform a Failback 53 Configuring vrealize Suite Components Post Failback 54 Index 55 VMware, Inc. 3

4 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager VMware, Inc.

5 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager 5.8 The vrealize Suite Disaster Recovery by Using Site Recovery Manager provides information about how to protect your vrealize Suite components by using Site Recovery Manager,which is disaster recovery automation software that provides policy-based management, non-disruptive testing, and automated orchestration. To protect your vrealize Suite components, Site Recovery Manager automates every aspect of executing a disaster recovery plan to accelerate recovery and eliminate the risks involved when using a manual process. Intended Audience This information is intended for anyone who wants to implement Site Recovery Manager to protect the vrealize Suite components from a disaster. This information is written for experienced Windows or Linux system administrators who are familiar with virtual machine technology and datacenter operations. VMware Technical Publications Glossary VMware Technical Publications provides a glossary of terms that might be unfamiliar to you. For definitions of terms as they are used in VMware technical documentation, go to VMware, Inc. 5

6 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager VMware, Inc.

7 Disaster Recovery Introduction 1 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager 5.8 describes how to implement and use Site Recovery Manager with vsphere Replication or array-based replication to protect the vrealize Suite components. The following vrealize Suite components were tested for disaster recovery by using Site Recovery Manager 5.8: vrealize Automation CloudClient 3.3 vrealize Orchestrator vrealize Operations Manager NOTE vrealize Operations Manager disaster recovery was tested completely with vsphere Replication. However, vrealize Operations Manager disaster recovery was tested with the array-based replication in a limited manner, only by using EMC RecoverPoint. vrealize Log Insight 2.5 and 3.0 The following products were used for implementing disaster recovery for vrealize Suite 6.0: VMware vsphere Replication 5.8 Array-based replication EMC RecoverPoint Storage Replication Adapter vcenter 5.5 For information about installing, upgrading, and configuring VMware vcenter Site Recovery Manager, see the VMware vcenter Site Recovery Manager 5.8 Documentation. To protect the vrealize Suite components, you must configure the Site Recovery Manager tool and the vrealize Suite components in the following order: 1 Chapter 3, Configuring Site Recovery Manager, on page 21. You must configure Site Recovery Manager by following the guidelines to protect your vrealize Suite components. 2 Chapter 4, Configuring vrealize Suite Components for Disaster Recovery, on page 25. You must configure the vrealize Suite components that you want to protect by using Site Recovery Manager. 3 Chapter 5, Testing and Executing a Recovery Plan, on page 49. You must test the recovery plans that you have created to verify that the recovery is successfully completed without any data loss, before a disaster recovery situation occurs. VMware, Inc. 7

8 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager 5.8 This chapter includes the following topics: Overview of VMware vcenter Site Recovery Manager, on page 8 Site Recovery Manager Workflow, on page 11 Overview of VMware vcenter Site Recovery Manager VMware vcenter Site Recovery Manager is a business continuity and disaster recovery solution that helps you to plan, test, and run the recovery of virtual machines between a protected vcenter Server site and a recovery vcenter Server site. You can configure Site Recovery Manager to work with several third-party disk replication mechanisms by configuring array-based replication. Array-based replication surfaces replicated datastores to recover virtual machine workloads. You can also use host-based replication by configuring Site Recovery Manager to use VMware vsphere Replication to protect virtual machine workloads. You can use Site Recovery Manager to implement different types of recovery from the protected site to the recovery site. Planned Migration Disaster Recovery The orderly evacuation of virtual machines from the protected site to the recovery site. Planned migration prevents data loss when migrating workloads in an orderly fashion. For planned migration to succeed, both sites must be running and fully functioning. Similar to planned migration except that disaster recovery does not require that both sites be up and running, for example if the protected site goes offline unexpectedly. During a disaster recovery operation, failure of operations on the protected site are reported but otherwise ignored. Site Recovery Manager orchestrates the recovery process with the replication mechanisms, to minimize data loss and system down time. At the protected site, Site Recovery Manager shuts down virtual machines cleanly and synchronizes storage, if the protected site is still running. Site Recovery Manager powers on the replicated virtual machines at the recovery site according to a recovery plan. A recovery plan specifies the order in which virtual machines start up on the recovery site. A recovery plan specifies network parameters, such as IP addresses, and can contain user-specified scripts that Site Recovery Manager can run to perform custom recovery actions on virtual machines. Site Recovery Manager lets you test recovery plans. You conduct tests by using a temporary copy of the replicated data in a way that does not disrupt ongoing operations at either site. About Protected Sites and Recovery Sites In a typical Site Recovery Manager installation, the protected site provides business-critical datacenter services. The recovery site is an alternative infrastructure to which Site Recovery Manager can migrate these services. The protected site can be any site where vcenter Server supports a critical business need. The recovery site can be located thousands of miles away from the protected site. Conversely, the recovery site can be in the same room as a way of establishing redundancy. The recovery site is usually located in a facility that is unlikely to be affected by environmental, infrastructure, or other disturbances that affect the protected site. 8 VMware, Inc.

9 Chapter 1 Disaster Recovery Introduction Figure 1 1. Site Recovery Manager Protected and Recovery Sites Site A Site B Protection group Protected site goes offline Replica virtual machines power on Virtual machines replicate from site A to site B The vsphere configurations at each site must meet requirements for Site Recovery Manager. You must run the same version of Site Recovery Manager on both sites. You must run the same version of vcenter Server on both sites. The version of vcenter Server must be compatible with the version of Site Recovery Manager. For information about compatibility between vcenter Server and Site Recovery Manager versions, see vcenter Server Requirements in the Compatibility Matrixes for vcenter Site Recovery Manager 5.8 at Each site must have at least one datacenter. If you are using array-based replication, the same replication technology must be available at both sites, and the arrays must be paired. If you are using vsphere Replication, you require a vsphere Replication appliance on both sites. The vsphere Replication appliances must be connected to each other. The vsphere Replication appliances must be of the same version. The vsphere Replication version must be compatible with the version of Site Recovery Manager. For information about compatibility between vsphere Replication and Site Recovery Manager versions, see vsphere Replication Requirements in the Compatibility Matrixes for vcenter Site Recovery Manager 5.8 at The recovery site must have hardware, network, and storage resources that can support the same virtual machines and workloads as the protected site. You can oversubscribe the recovery site by running additional virtual machines there that are not protected. In this case, during a recovery you must suspend noncritical virtual machines on the recovery site. The sites must be connected by a reliable IP network. If you are using array-based replication, ensure that your network connectivity meets the arrays' network requirements. The recovery site should have access to comparable public and private networks as the protected site, although not necessarily the same range of network addresses. Heterogeneous Configurations on the Protected and Recovery Sites Some components in the Site Recovery Manager and vcenter Server installations must be identical on each site. Because the protected and recovery sites are often in different physical locations, some components on the protected site can be of a different type to their counterparts on the recovery site. Although components can be different on each site, you must use the types and versions of these components that Site Recovery Manager supports. See the Compatibility Matrixes for vcenter Site Recovery Manager 5.8 at for information. VMware, Inc. 9

10 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager 5.8 Table 1 1. Heterogeneity of Site Recovery Manager Components Between Sites Component Site Recovery Manager Server vcenter Server vsphere Replication Authentication method vcenter Server Appliance or standard vcenter Server instance Storage arrays for array-based replication Site Recovery Manager database Host operating system of the Site Recovery Manager Server installation Host operating system of the vcenter Server installation Heterogeneous or Identical Installations Must be the same version on both sites. Must be the same version on both sites. The Site Recovery Manager version must be compatible with the vcenter Server version. Must be the same version on both sites. The vsphere Replication version must be compatible with the Site Recovery Manager version and the vcenter Server version. Must be the same on both sites. If you use autogenerated certificates to authenticate between the Site Recovery Manager Server instances on each site, you must use autogenerated certificates on both sites. If you use custom certificates that are signed by a certificate authentication service, you must use such certificates on both sites. Similarly, the authentication method that you use between Site Recovery Manager Server and vcenter Server must be the same on both sites. If you use different authentication methods on each site, site pairing fails. Can be different on each site. You can run a vcenter Server Appliance on one site and a standard vcenter Server instance on the other site. Can be different versions on each site. You can use different versions of the same type of storage array on each site. The Site Recovery Manager Server instance on each site requires the appropriate storage replication adapter (SRA) for each version of storage array for that site. Check SRA compatibility with all versions of your storage arrays to ensure compatibility. Can be different on each site. You can use different versions of the same type of database on each site, or different types of database on each site. Can be different on each site. You can run different versions of the host operating system and the host operating system can run in different locales on each site. Can be different on each site. You can run different versions of the host operating system and the host operating system can run in different locales on each site. Example: Heterogenous Configurations on the Protected and Recovery Sites The Site Recovery Manager and vcenter Server installations might be in different countries, with different setups. Site A in Japan: Site Recovery Manager Server runs on Windows Server 2008 in the Japanese locale Site Recovery Manager extends a vcenter Server Appliance instance Site Recovery Manager Server uses the embedded Site Recovery Manager database Site B in the United States: Site Recovery Manager Server runs on Windows Server 2012 in the English locale Site Recovery Manager extends a standard vcenter Server instance that runs on Windows Server 2008 in the English locale 10 VMware, Inc.

11 Chapter 1 Disaster Recovery Introduction Site Recovery Manager Server uses an Oracle Server database Site Recovery Manager Workflow When you create or modify a recovery plan, test it before you use it for planned migration or for disaster recovery. Testing a Recovery Plan By testing a recovery plan, you ensure that the virtual machines that the plan protects recover correctly to the recovery site. If you do not test recovery plans, a disaster recovery situation might not recover all virtual machines, resulting in data loss. If you use vsphere Replication, when you test a recovery plan, the virtual machine on the protected site can still synchronize with the replica virtual machine disk files at the recovery site. The vsphere Replication server creates redo logs on the virtual machine disk files at the recovery site, so that synchronization can continue normally. When you perform cleanup after running a test, the vsphere Replication server removes the redo logs from the disks at the recovery site and persists the changes accumulated in the logs to VM disks. If you use array-based replication, when you test a recovery plan, the virtual machines on the protected site are still replicated to the replica virtual machines' disk files at the recovery site. During test recovery, the array creates a snapshot of the volumes hosting the virtual machines' disk files at the recovery site. Array replication continues normally while the test is in progress. When you perform cleanup after running a test, the array removes the snapshots that were created earlier as part of the test recovery workflow. You can run a recovery plan test as often as necessary. You can cancel a recovery plan test at any time. Before running a failover or another test, you must successfully run a cleanup operation. Performing a Planned Migration You can run a recovery plan under planned circumstances to migrate virtual machines from the protected site to the recovery site. You can also run a recovery plan under unplanned circumstances if the protected site suffers an unforeseen event that might result in data loss. During a planned migration, Site Recovery Manager synchronizes the virtual machine data at the recovery site with the virtual machines on the protected site. Site Recovery Manager attempts to gracefully shut down the protected machines and performs a final synchronization to prevent data loss, and powers on the virtual machines at the recovery site. If errors occur during a planned migration, the plan stops so that you can resolve the errors and rerun the plan. You can reprotect the virtual machines after the recovery. After Site Recovery Manager completes the final replication, Site Recovery Manager makes changes at both sites that require significant time and effort to reverse. Because of this time and effort, you must assign the privilege to test a recovery plan and the privilege to run a recovery plan separately. Performing a Disaster Recovery During disaster recoveries, Site Recovery Manager first attempts a storage synchronization. If it succeeds, Site Recovery Manager uses the synchronized storage state to recover virtual machines at the recovery site to their most recent available state, according to the recovery point objective (RPO) that you set when you configure your replication technology. When you run a recovery plan to perform a disaster recovery, Site Recovery Manager attempts to shut down the virtual machines on the protected site. If Site Recovery Manager cannot shut down the virtual machines, Site Recovery Manager still starts the copies at the recovery site. In case the protected site comes back online after disaster recovery, the recovery plan goes into an inconsistent state where production virtual machines are running on both sites, known as a split-brain scenario. Site Recovery Manager detects this state and allows you to run the plan once more to power off the virtual machines on the protected site. Then the recovery plan goes back to a consistent state and you can run reprotect. VMware, Inc. 11

12 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager 5.8 Restoring the Pre-Recovery Site Configuration By Performing Failback To restore the original configuration of the protected and recovery sites after a recovery, you can perform a sequence of optional procedures known as failback. After a planned migration or a disaster recovery, the former recovery site becomes the protected site. Immediately after the recovery, the new protected site has no recovery site to which to recover. If you run reprotect, the new protected site is protected by the original protection site, reversing the original direction of protection. See Reprotecting Virtual Machines After a Recovery for information about reprotect. To restore the configuration of the protected and recovery sites to their inital configuration before the recovery, you perform failback. To perform failback, you run a sequence of reprotect and planned migration operations. 1 Perform a reprotect. The recovery site becomes the protected site. The former protected site becomes the recovery site. 2 Perform a planned migration to shut down the virtual machines on the protected site and start up the virtual machines on the recovery site. To avoid interruptions in virtual machine availability, you might want to run a test before you start the planned migration. If the test identifies errors, you can resolve them before you perform the planned migration. 3 Perform a second reprotect, to revert the protected and recovery sites to their original configuration before the recovery. You can configure and run a failback when you are ready to restore services to the original protected site, after you have brought it back online after an incident. Example: Performing a Failback Operation Site A is the protected site and B is the recovery site. A recovery occurs, migrating the virtual machines from site A to site B. To restore site A as the protected site, you perform a failback. 1 Virtual machines replicate from site A to site B. 2 Perform a reprotect. Site B, the former recovery site, becomes the protected site. Site Recovery Manager uses the protection information to establish the protection of site B. Site A becomes the recovery site. 3 Perform a planned migration to recover the protected virtual machines on site B to site A. 4 Perform a second reprotect. Site A becomes the protected site and site B becomes the recovery site. 12 VMware, Inc.

13 Chapter 1 Disaster Recovery Introduction Figure 1 2. Site Recovery Manager Failback Process Site A 1. Planned Migration Site B 2. Reprotect Recovery site becomes protected site Site A Site B Protected site becomes recovery site Recovery site becomes protected site Protected virtual machines power off Replica virtual machines power on Replica virtual machines power off Protected virtual machines power on Virtual machines replicate from site A to site B 3. Planned Migration Direction of replication is reversed 4. Reprotect again original protected and recovery site configuration restored Site A Site B Site A Site B Replica virtual machines power on Protected virtual machines power off Protected virtual machines power on Replica virtual machines power off Migrate virtual machines from protected to recovery site Protection and recovery sites and direction of replication are restored to pre-migration condition VMware, Inc. 13

14 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager VMware, Inc.

15 Types of Replication Technologies 2 You must configure replication on the virtual machines that you want to protect. Site Recovery Manager supports two types of replication technologies, array-based replication and vsphere Replication. This chapter includes the following topics: Array-Based Replication Versus vsphere Replication, on page 15 Using Array-Based Replication with Site Recovery Manager, on page 16 Using vsphere Replication with Site Recovery Manager, on page 17 Using Array-Based Replication and vsphere Replication with Site Recovery Manager, on page 18 Array-Based Replication Versus vsphere Replication You can replicate virtual machines by using either array-based replication, vsphere Replication, or a combination of both. You cannot use both the replication technologies to protect the same virtual machine. The following table lists the differences between the two replication technologies and helps you to decide why you must use one technology rather than its alternative. Characteristics Array-Based Replication vsphere Replication Type Replication using the storage layer Replication using the host or vsphere layer Recovery point objective min or max 0 up to max supported by vendor 15 minutes to 24 hours Scale Scales up to 5,000 VMs protected, 2,000 simultaneously recoverable through vcenter and Site Recovery Manager pairing Scales up to 500 VMs (protected and recoverable) through vcenter and Site Recovery Manager pairing Write-order fidelity Replication level Replication configuration Array and vendor types Storage supported Supports write-order fidelity within and across multiple VMs in the same consistency group Replicates at the LUN or VMFS,, or NFS volume level Replication is configured and managed on the storage array. Requires same storage replication solution at both sites, for example, EMC RecoverPoint, NetApp vfiler, IBM SVC Replication supported on FC, scsi, or NFS storage only Supports write-order fidelity on the disks or VMDKs that comprise a VM. Consistency cannot be guaranteed across multiple VMs. Replicates at the VM level Replication is configured and managed in the vsphere Web Client. Can support any storage solution at either end including local storage if it is covered by the vsphere HCL Supports replicating VMs on local, attached, Virtual SAN, FC, scsi, or NFS storage. VMware, Inc. 15

16 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager 5.8 Characteristics Array-Based Replication vsphere Replication Cost Deployment Application consistency Fault Tolerance (FT) VMs Powered off VMs, templates, linked clones, or ISOs Raw device mapping (RDM) support Microsoft Cluster Service (MSCS) support Replication and snapshot licensing is required. Deployment is fairly involved and must include storage administration and possibly networking. Depending on the array, application consistency might be supported with the addition of agents to the VM. Can replicate UP FT-protected VMs. After a VM is recovered, it is no longer FT enabled. Does not support FT VMs that are configured for SMP. Can replicate powered off VMs,templates, and linked clones, if all nodes in the snapshot tree are also replicated, and ISOs Physical and virtual mode RDMs can be replicated. VMs that are part of a MSCS cluster can be replicated. vsphere Replication is included in vsphere Essentials Plus Kit version 5.1 and later. Deployment requirements are minimal: OVF at each site and start configuring replications. Supports Volume Shadow Copy Service and Linux file system application consistency Cannot replicate FT-protected VMs Can replicate only powered on VMs. Cannot replicate powered off VMs, templates, linked clones, ISOs, or any non- VM files. Only virtual mode RDMs can be replicated. Cannot replicate VMs that are part of an MSCS cluster. vsphere Replication cannot replicate disks in multiwriter mode. vapp support Replicating vapps is supported. You cannot replicate vapps. You can replicate VMs that are part of a vapp and create a vapp at the recovery site that they are recovered to. vsphere versions supported Multiple point-in-time (MPIT) snapshots Snapshots Hosts running vsphere 3.5 through 6.0 are supported. MPIT snapshots or rollback is supported by some supported array vendors, for example, EMC RecoverPoint.. Supports replicating VMs with snapshots and maintaining the snapshot tree Hosts must be running vsphere 5.0 or later. Supports up to 24 recovery points Supports replicating VMs with snapshots. However, the tree is collapsed at the target site. Response to host failure Replication is not impacted. Host failure and the VM restarting on another host trigger a full sync. Using Array-Based Replication with Site Recovery Manager When you use array-based replication, one or more storage arrays at the protected site replicate data to peer arrays at the recovery site. With storage replication adapters (SRAs), you can integrate Site Recovery Manager with a wide variety of arrays. To use array-based replication with Site Recovery Manager, you must configure replication first before you can configure Site Recovery Manager to use it. If your storage array supports consistency groups, Site Recovery Manager is compatible with vsphere Storage DRS and vsphere Storage vmotion. You can use Storage DRS and Storage vmotion to move virtual machine files within a consistency group that Site Recovery Manager protects. If your storage array does not support consistency groups, you cannot use Storage DRS and Storage vmotion in combination with Site Recovery Manager. 16 VMware, Inc.

17 Chapter 2 Types of Replication Technologies You can protect virtual machines that contain disks that use VMware vsphere Flash Read Cache storage. Since the host to which a virtual machine recovers might not be configured for Flash Read Cache, Site Recovery Manager disables Flash Read Cache on disks when it starts the virtual machines on the recovery site. Site Recovery Manager sets the reservation to zero. Before performing a recovery on a virtual machine that is configured to use vsphere Flash Read Cache, take a note of virtual machine's cache reservation from the vsphere Web Client. After the recovery, you can migrate the virtual machine to a host with Flash Read Cache storage and manually restore the original Flash Read Cache setting on the virtual machine. Storage Replication Adapters Storage replication adapters are not part of a Site Recovery Manager release. Your array vendor develops and supports them. You must install an SRA specific to each array that you use with Site Recovery Manager on the Site Recovery Manager Server host. Site Recovery Manager supports the use of multiple SRAs. Figure 2 1. Site Recovery Manager Architecture with Array-Based Replication Protected Site Recovery Site vsphere Web Client vsphere Web Client SRM plug-in SRM plug-in SRA SRA SRM Server vcenter Server vcenter Server SRM Server ESXi Server ESXi Server ESXi Server ESXi Server ESXi Server VMFS VMFS Storage Array based replication Storage VMFS VMFS Using vsphere Replication with Site Recovery Manager Site Recovery Manager can use vsphere Replication to replicate data to servers at the recovery site. vsphere Replication does not require storage arrays. The vsphere Replication storage replication source and target can be any storage device, including, but not limited to, storage arrays. You can configure vsphere Replication to regularly create and retain snapshots of protected virtual machines on the recovery site. Taking multiple point-in-time (PIT) snapshots of virtual machines allows you to retain more than one replica of a virtual machine on the recovery site. Each snapshot reflects the state of the virtual machine at a certain point in time. You can select which snapshot to recover when you use vsphere Replication to perform a recovery. VMware, Inc. 17

18 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager 5.8 Figure 2 2. Site Recovery Manager Architecture with vsphere Replication Protected Site vsphere Web Client Recovery Site vsphere Web Client SRM plug-in SRM plug-in SRM Server vcenter Server vcenter Server SRM Server VR Appliance VR Appliance Additional VR Server ESXi Server VR Agent ESXi Server VR Agent ESXi Server VR Agent vsphere replication ESXi Network File Copy ESXi Network File Copy VMFS VMFS Storage Storage VMFS VMFS Using vsphere Replication and Site Recovery Manager with vsphere Storage vmotion and vsphere Storage DRS vsphere Replication is compatible with vsphere Storage vmotion and vsphere Storage DRS on the protected site. You can use Storage vmotion and Storage DRS to move the disk files of a virtual machine that vsphere Replication protects, with no impact on replication. Using vsphere Replication and VMware Virtual SAN Storage with Site Recovery Manager You can use VMware Virtual SAN storage with vsphere Replication and Site Recovery Manager. Using Array-Based Replication and vsphere Replication with Site Recovery Manager You can use a combination of array-based replication and vsphere Replication in your Site Recovery Manager deployment. To create a mixed Site Recovery Manager deployment that uses array-based replication and vsphere Replication, you must configure the protected and recovery sites for both types of replication. Set up and connect the storage arrays and install the appropriate storage replication adapters (SRA) on both sites. Deploy vsphere Replication appliances on both sites and configure the connection between the appliances. 18 VMware, Inc.

19 Chapter 2 Types of Replication Technologies Configure virtual machines for replication using either array-based replication or vsphere Replication, as appropriate. NOTE Do not attempt to configure vsphere Replication on a virtual machine that resides on a datastore that you replicate by using array-based replication. You create array-based protection groups for virtual machines that you configure with array-based replication, and vsphere Replication protection groups for virtual machines that you configure with vsphere Replication. You cannot mix replication types in a protection group. You can mix array-based protection groups and vsphere Replication protection groups in the same recovery plan. Figure 2 3. Site Recovery Manager Architecture with Array-Based Replication and vsphere Replication Protected Site Recovery Site vsphere Web Client vsphere Web Client SRM plug-in SRM plug-in SRA SRA SRM Server vcenter Server vcenter Server SRM Server VR Appliance VR Appliance Additional VR Server ESXi Server VR Agent ESXi Server VR Agent ESXi Server VR Agent vsphere replication ESXi Network File Copy ESXi Network File Copy VMFS VMFS Storage Array based replication Storage VMFS VMFS VMware, Inc. 19

20 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager VMware, Inc.

21 Configuring Site Recovery Manager 3 You must configure Site Recovery Manager to protect your vrealize Suite components. Secure this protection by completing the common configuration tasks for Site Recovery Manager. Prepare the Environment You must ensure that you meet the following prerequisites before you start configuring Site Recovery Manager. Verify that vsphere 5.5 is installed on the protected and recovery sites. Verify that you are using Site Recovery Manager 5.8. Currently, Site Recovery Manager 6.0 and later are not supported by the vrealize Suite components included in this document. Verify that your vrealize Suite components are in a ready state. This chapter includes the following topics: Configure Virtual Machines for vsphere Replication, on page 21 Create Protection Groups, on page 22 Create a Recovery Plan, on page 23 Edit a Recovery Plan, on page 23 Configure Virtual Machines for vsphere Replication To use Site Recovery Manager, you must configure the virtual machines for replication. Procedure 1 In the vsphere Web Client, select Actions > All vsphere Replication Actions > Configure Replication. 2 In the Replication type window, select Replicate to a vcenter Server and click Next. 3 In the Target site window, select the vcenter for the recovery site and click Next. 4 In the Replication server window, select a vsphere Replication server and click Next. 5 In the Target location window, select the target location on the recovery site and click Next. 6 In the Replication options window, keep the default setting and click Next. 7 In the Recovery settings window, enter time for Recovery Point Objective (RPO) and Point in time instances, and click Next. 8 In the Ready to complete window, verify the settings and click Finish. 9 Repeat these steps for all virtual machines on which vsphere Replication must be enabled. VMware, Inc. 21

22 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager 5.8 Create Protection Groups You create protection groups to enable Site Recovery Manager to protect virtual machines. You can organize protection groups in folders. Different views in the vsphere Web Client display the names of the protection groups, but they do not display the folder names. If you have two protection groups with the same name in different folders, it might be difficult to tell them apart in some views in the vsphere Web Client. Consequently, ensure that protection group names are unique across all folders. In environments in which not all users have view privileges for all folders, to be sure of the uniqueness of protection group names, do not place protection groups in folders. When you create protection groups, wait to ensure that the operations finish as expected. Make sure that Site Recovery Manager creates the protection group and that the protection of the virtual machines in the group is successful. Prerequisites Verify that you performed one of the following tasks: Included virtual machines in datastores for which you configured array-based replication Configured vsphere Replication on virtual machines Performed a combination of both Procedure 1 In the vsphere Web Client, click Site Recovery > Protection Groups. 2 On the Objects tab, click the icon to create a protection group. 3 On the Name and location page, enter a name for the protection group, select a pair of sites or a folder, and click Next. 4 On the Protection group type page, select the protected site, select the replication type, and click Next. Option Array-based replication groups vsphere Replication protection groups Action Select Array Based Replication (ABR) and select an array pair. Select vsphere Replication. 5 Select datastore groups or virtual machines to add to the protection group. Option Array-based protection groups vsphere Replication protection groups Action Select datastore groups and click Next. Select virtual machines from the list, and click Next. When you create vsphere Replication protection groups, only virtual machines that you configured for vsphere Replication and that are not already in a protection group appear in the list. 6 (Optional) Enter a description for the protection group, and click Next. 7 Review your settings and click Finish. You can monitor the progress of the creation of the protection group on the Objects tab under Protection Groups. If Site Recovery Manager successfully applied inventory mappings to the protected virtual machines, the status of the protection group is OK. 22 VMware, Inc.

23 Chapter 3 Configuring Site Recovery Manager If you did not configure inventory mappings, or if Site Recovery Manager was unable to apply them, the status of the protection group is Not Configured. What to do next If the status of the protection group is Not Configured, apply inventory mappings to the virtual machines: To apply site-wide inventory mappings, or to check that inventory mappings that you have already set are valid, see Select Inventory Mappings in Site Recovery Manager Installation and Configuration. To apply these mappings to all of the virtual machines, see Apply Inventory Mappings to All Members of a Protection Group. To apply inventory mappings to each virtual machine in the protection group individually, see Configure Inventory Mappings for an Individual Virtual Machine in a Protection Group. Create a Recovery Plan You create a recovery plan to establish how Site Recovery Manager recovers virtual machines. Procedure 1 In the vsphere Web Client, select Site Recovery > Recovery Plans. 2 On the Related Objects > Recovery Plans tab, click the icon to create a recovery plan. 3 Enter a name for the plan, select a location, then click Next. 4 Select the recovery site and click Next. 5 Select one or more protection groups for the plan to recover, and click Next. 6 Select a test network for the virtual machines whose configured recovery network is the selected recovery network identified by the datacenter and recovery network. The test network can be only from the same datacenter and the default is Auto. Option Datacenter Recovery Network Test Network Action Select the datacenter to which virtual machines recover. Select the network to use for planned migration and disaster recovery. Select the test network to use for recovery plan tests. 7 Click Next. 8 (Optional) Add a description for the recovery plan and click Next. 9 Review the summary information and click Finish to create the recovery plan. Edit a Recovery Plan You can edit a recovery plan to change the properties that you specified when you created it. You can edit recovery plans from the protected site or from the recovery site. Procedure 1 In the vsphere Web Client, select Site Recovery > Recovery Plans. 2 Right-click a recovery plan, and select Edit Plan. You can also edit the plan from the Recovery Steps tab. 3 (Optional) Change the name of the plan in the Recovery Plan Name text box, and click Next. 4 On the Recovery site page, click Next. You cannot change the recovery site. VMware, Inc. 23

24 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager (Optional) Select or deselect one or more protection groups to add them to or remove them from the plan, and click Next. 6 (Optional) Change the recovery site test network settings. a b Select the configured network settings and click Remove. Select a new test network for any recovery network. 7 Click Next. 8 (Optional) Enter or modify the description for the plan and click Next. 9 Review the summary information and click Finish to make the specified changes to the recovery plan. You can monitor the update of the plan in the Recent Tasks view. 24 VMware, Inc.

25 Configuring vrealize Suite 4 Components for Disaster Recovery You can configure vrealize Suite components that you want to protect by using the following information. This chapter includes the following topics: vrealize Automation Disaster Recovery, on page 25 vrealize Orchestrator Disaster Recovery, on page 36 vrealize Operations Manager Disaster Recovery, on page 36 vrealize Log Insight Disaster Recovery, on page 42 vrealize Automation Disaster Recovery You can use the following information specific to disaster recovery for vrealize Automation Virtual Machines managed by vrealize Automation are associated with a vrealize Automation reservation. Each reservation resides on a vrealize Automation compute resource that is associated with a vrealize Automation business group. These resource virtual machines can be protected by Site Recovery Manager. Each virtual machine which is protected using Site Recovery Manager is assigned to a protection group and a recovery plan. When Site Recovery Manager fails over a protected virtual machine from the protected site to a recovery site, the virtual machines change clusters characteristics placed on the mapped datastore. After a failover occurs, a scheduled vrealize Automation data collection is executed against the recovery site, the virtual machine entry in the vrealize Automation database is updated with the new cluster, storage, and vsphere ManagedObjectReference. However, the reservation is not modified. This failure to modify the reservation might result in an error for any ongoing vrealize Automation resource actions, such as power state change, and the task might not be performed. To resolve this issue, each virtual machine must be updated within vrealize Automation to point to the new reservation. Change the reservation for the virtual machines within vrealize Automation by using either of the following methods: Select the Infrastructure tab and select Machines > Managed Machines > Change Reservation to update the reservation. Automate the update of the reservation details dynamically: a Configure vrealize Automation endpoints with a custom property b c Configure CloudClient scripts on the Site Recovery Manager servers Configure Site Recovery Manager to invoke CloudClient scripts VMware, Inc. 25

26 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager 5.8 Support Matrix Disaster recovery for vrealize Automation successfully works with Site Recovery Manager 5.8 and 6.1, only when you use the following combination of CloudClient and Site Recovery Manager versions. Support vrealize Automation CloudClient Site Recovery Manager vcenter CloudClient supports automatic provisioning of the managed virtual machines, however if you want to manually import the managed virtual machines, see Bulk Import, Update, or Migrate Virtual Machines, on page 31. Configuring Custom Properties for vrealize Automation To automate the reservation update, you must configure custom properties on each vsphere endpoint, where vrealize Automation managed virtual machines are protected by Site Recovery Manager to automate the reservation update. You must also configure and invoke CloudClient scripts on the Site Recovery Manager servers. Configure a Custom Property for vrealize Automation EndPoints You must configure a custom property for vrealize Automation endpoints on the protected and recovery sites. Perform the following steps to edit the vrealize Automation endpoints for the protected and recovery vcenter servers. Procedure 1 Log in to vrealize Automation. 2 On the Infrastructure tab, select Endpoints > Endpoints. 3 Select the endpoint for the protected site or the recovery site and click Edit. 4 Click New Property. 5 Enter vcac.srm.vcenterinfo as the Name, enter the FQDN of the protected or recovery vcenter server in the Value text box, and click OK. 26 VMware, Inc.

27 Chapter 4 Configuring vrealize Suite Components for Disaster Recovery 6 Repeat this process for all the endpoints. For example, following is the edit endpoint window for the recovery server. Configure Reservations and Execute Data Collections Depending on the replication technology that you use, vsphere Replication, array based replication, or mixed, ensure that vrealize Automation data collection is executed against the recovery and protected sites and the reservations are configured correctly, before using CloudClient as part of the Recovery Plan execution. NOTE For array based replication, the configured datastore drives are only available at the one of the sites before or after recovery operations. This requires a test recovery plan to be executed in order to discover the datastore drives, during the vrealize Automation data collection for the recovery and the protected sites, so that you can update the reservations accordingly. You need to complete the following steps to configure reservations and execute data collections. Procedure 1 Perform a data collection for the protected site in vrealize Automation. 2 Edit the reservation for the protected site by adding the replication storage. 3 Execute array based replication. The configured storage should now be available on the recovery site. 4 Perform a data collection for the recovery site in vrealize Automation. 5 Edit the reservation for the recovery site by adding the replication storage. 6 Re-protect and execute a recovery back to the protected site. VMware, Inc. 27

28 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager Re-protect again. Configure CloudClient Scripts on the Site Recovery Manager Servers vrealize CloudClient is a command-line utility that provides verb-based access with a unified interface across vrealize Automation APIs. You must install and configure CloudClient batch files for pre-recovery and post-recovery steps, so that machines that vrealize Automation manages are mapped against new datastores at the recovery site. You must install CloudClient on the protected and the recovery Site Recovery Manager servers. For more information about vrealize CloudClient, see You can manually import virtual machines when CloudClient fails or when the managed virtual machines are not moved to the recovered site by using Site Recovery Manager. For information about how to manually import virtual machines, see Bulk Import, Update, or Migrate Virtual Machines, on page 31. Perform the following steps on the Site Recovery Manager servers for the protected and recovery site. Procedure 1 Create a folder C:\srm. 2 Extract and install CloudClient in C:\srm. 3 Create a folder named Scripts in the srm directory. 4 Create scripts that Site Recovery Manager call out as pre and post fail-over custom steps. a b c In the c:\srm\scripts\ folder, create a file named pre_fail-over.bat, and include the following contents: c:\srm\cloudclient\bin\cloudclient.bat srm protected vra vms stop datacollection --srmserver <SRM_PROTECTED_HT> --srmuser <SRM_USER> --srmpassword <SRM_PASSWORD> -- recoveryplan %VMware_RecoveryName% --recoverymode %VMware_RecoveryMode% In the c:\srm\scripts\ folder, create a file named post_fail-over.bat, and include the following contents: c:\srm\cloudclient\bin\cloudclient.bat srm protected vra vms start datacollection --recoveryplan %VMware_RecoveryName% --recoverymode %VMware_RecoveryMode% --vcenterinfo %VMware_VC_Host% Verify that the Site Recovery Manager service is running with a user who has administrator permissions on the local machine. You will need to configure the script with the same account that has rights to query the Site Recovery Manager API for testing if an administrator account was used. 5 Configure the c:\srm\cloudclient\log4j2.xml debug level file for troubleshooting purpose. 28 VMware, Inc.

29 Chapter 4 Configuring vrealize Suite Components for Disaster Recovery Configure Site Recovery Manager to Invoke CloudClient Scripts Each recovery plan that contains virtual machines managed by vrealize Automation requires a step at the beginning and end of the plan that invoke CloudClient scripts. The CloudClient scripts updates the reservations for all vrealize Automation managed machines, except the ASD machines, even if they belong to different vrealize Automation tenants. In the CloudClient.properties file, you should provide the vrealize Automation server, tenant, tenant administrator credentials for only one of the tenants, IaaS Web server, and IaaS Windows Administrator credentials. NOTE To create the CloudClient.property file, start Windows Command prompt and navigate to c:\srm\cloudclient\bin folder and run cloudclient.bat login autologinfile. For more information, see the CloudClient documentation. Procedure 1 Navigate to the Recovery Plan in Site Recovery Manager. 2 Select the first step in the plan and click Add Step. a b c d Select Command on SRM Server from the Type drop-down menu. In the Name text box, enter CloudClient_Prefail-over_Callout. In the Content text box, enter c:\windows\system32\cmd.exe /c c:\srm\scripts\pre_failover.bat. In Timeout, enter 5 minutes. VMware, Inc. 29

30 vrealize Suite 6.0 Disaster Recovery by Using Site Recovery Manager Select Prompt to verify that vrealize Automation is fully operational before you execute post-failover step. NOTE Before you execute the recovery, verify that the vrealize Automation is completely operational, all services in the management console are registered, and the load balancer pool detects the members as active. 4 Select the last step in the Recovery Plan and click Add Step. a b c d Select Command on SRM Server for Type. In the Name text box, enter CloudClient_Postfail-over_Callout. In the Content text box, enter c:\windows\system32\cmd.exe /k c:\srm\scripts\post_failover.bat. In Timeout, select 15 minutes. 5 Select Prompt and enter the Name and Content in the respective text boxes. 6 Repeat steps 1 through 5 for all recovery plans that have protected virtual machines that are managed by vrealize Automation. NOTE CloudClient does not support XaaS provisioned VMs. For all VMs that are provisioned by XaaS, you must manually change the reservation after the recovery. 30 VMware, Inc.

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