HC3 Move Powered by Double-Take Quick Start Guide

HC3 Move Powered by Double-Take Quick Start Guide 1 Introduction and Requirements 1.1 1.2 1.3 Introduction 4 About 5 Requirements 6 2 Prepare the Console Machine 2.1 Install the Double-Take Move Console 9 3 Prepare the Source and Target Machines 3.1 Install the Double-Take Components for Source and Target Machines 19 4 Add Machines to the Double-Take Move Console 4.1 Add Source and Target Machines to the Double-Take Move Console 32 5 Licensing HC3 Move Powered by Double-Take Machines through the Double-Take Move Console 5.1 License Source and Target Machines for Use with HC3 Move Powered by Double-Take Jobs 40 6 Setting Up HC3 Move Powered by Double-Take Jobs 6.1 Create a HC3 Move Powered by Double-Take Job and Move a Machine 47 7 Compatibility, Feedback, Support, and Disclaimer 7.1 Known Compatibility Issues 7.2 Provide Feedback 7.3 Contact Support 7.4 Disclaimer 60 61 61 61

Introduction and Requirements HC3 Move Powered by Double-Take Quick Start Guide - 3

Introduction This quick start guide describes how to use HC3 Move Powered by Double-Take to transfer a virtual or physical machine directly on to the Scale HC3 cluster through either a physical to virtual (P2V) or a virtual to virtual (V2V) move. The material provided here assumes you are migrating a Windows machine and that you are familiar with Double-Take Move's product user guide. NOTE : This guide provides instructions for moving to a Scale HC3 virtual machine (VM) with Windows Server 2008 R2 installed on it. You can use different Windows operating systems (OS), but be aware that the instructions for conducting the transfer may differ somewhat. The transfer to the Scale HC3 VM may be done with a source machine that is physical or virtual. NOTE : This guide is for a one-time transfer of a single machine using HC3 Move Powered by Double-Take. For near real-time availability and failover for business continuity and disaster recovery, please see HC3 Availability Powered by Double-Take. HC3 Move Powered by Double-Take Quick Start Guide - 4

About About Double-Take Move Double-Take Move allows you to migrate physical and virtual workloads with real-time replication from a single, intuitive user console. It will migrate the entire machine--including the file system, permissions, attributes, compression, and encryption settings--without suspending production operations. About the HC3 Cluster The HC3 cluster combines the benefits of server virtualization and shared storage into a converged IT infrastructure platform where virtualized workloads have direct access to a distributed, scalable pool of shared storage and compute resources. The cluster eliminates complex virtualization and storage architectures for greater cost savings and improved management efficiency. HC3 Move Powered by Double-Take Quick Start Guide - 5

Requirements Requirements for this Quick Start Guide Prior to using HC3 Move Powered by Double-Take, ensure that the following requirements are met. Double-Take Move Meet all of Double-Take Move s requirements for use with your console, source, and target machines. Refer to the product's user guide. Have at least one machine license for HC3 Move Powered by Double-Take. If you plan to have multiple machines set up to migrate, be sure you have the appropriate license for each machine. Once a HC3 Move Powered by Double-Take license is activated on a source machine, you have 60 days to compete the job. Download the Double-Take Installation package from VisionSolutions. Currently, Double-Take version 7 is available. Have a Double-Take Move console machine that is different from any source or target machines. HC3 Have a configured and initialized Scale HC3 cluster available for use. Know how to create a Scale HC3 VM. Instructions for creating a VM are provided in the Scale Computing User Guide v4. Have a VM set up on your Scale HC3 cluster with Windows installed on it. In the case of this guide, Windows Server 2008 R2 is used. Ensure all drive lettering, for instance C:, D:, and E: on the source machine, are exactly created on the new Scale HC3 VM. The Scale HC3 VM drives must have ample size to accommodate the source machine data as well. This is a great opportunity to expand drives on Scale HC3 VMs for the future growth of the machine using the Scale HC3 cluster's shared pool of storage. Your Environment Ensure that an Active Directory domain is available for use with HC3 Move Powered by Double-Take. You will need to join all console, source, and target machines to the same domain. Ensure all machines involved in the migration have been given machine names you can use to easily reference them for HC3 Move Powered by Double-Take jobs. Have a virtual or physical machine available to configure for migration to the Scale HC3 VM. Have a mouse with two buttons available. Right click cannot always be mimicked on a VM console with a Mac mouse. HC3 Move Powered by Double-Take Quick Start Guide - 6

Prepare the Console Machine HC3 Move Powered by Double-Take Quick Start Guide - 8

Install the Double-Take Move Console Step 1 Unzip and run the Double-Take Installer on your chosen Console machine. The machine should be separate from any machines planned as sources or targets in HC3 Move Powered by Double-Take jobs. HC3 Move Powered by Double-Take Quick Start Guide - 9

Step 2 Choose Install Double-Take Move. The.NET Framework 3.5 SP 1 or later and Visual C++ 2008 SP 1 Runtime are required. If you are using a Windows 2003 machine and the.net framework is not yet installed, it may require a reboot of the machine. This is only applicable to Windows 2003 machines. The installer will ask to install/enable.net and Visual C++ if the requirements are not met. HC3 Move Powered by Double-Take Quick Start Guide - 10

Step 3 The installer will ask you to check for updates. Scale recommends running the update check. Leave the Yes, check for an updated version (Recommended) selection checked. Click Next when complete. HC3 Move Powered by Double-Take Quick Start Guide - 11

Step 4 The install will ask you to accept the License Agreement. Click Next when ready. HC3 Move Powered by Double-Take Quick Start Guide - 12

Step 5 When you accept the license, a pop up will appear reminding you to activate your product licenses within Double-Take's grace period. Click OK when you have read the reminder. HC3 Move Powered by Double-Take Quick Start Guide - 13

Step 6 Choose Client Components Only when asked which components you would like to install. Click Next when complete. HC3 Move Powered by Double-Take Quick Start Guide - 14

Step 7 Click Install to continue. You may be prompted to open the ports specified in Step 7a. HC3 Move Powered by Double-Take Quick Start Guide - 15

Step 7a If ports 6320, 6325, or 6326 are being blocked by a firewall the install will generate a dialog box. These ports must be unblocked for HC3 Move Powered by Double-Take to work correctly. If you are using Windows Firewall, please select the appropriate option and click Next. If you are using a third party firewall you must manually unblock the ports. HC3 Move Powered by Double-Take Quick Start Guide - 16

Step 8 Click Finish. The Double-Take Console has now been installed on the machine. HC3 Move Powered by Double-Take Quick Start Guide - 17

Prepare the Source and Target Machines HC3 Move Powered by Double-Take Quick Start Guide - 18

Install the Double-Take Components for Source and Target Machines Step 1 Unzip and run the Double-Take Installer on the Source machine. This machine can be physical or virtual. HC3 Move Powered by Double-Take Quick Start Guide - 19

Step 3 The installer will ask you to check for updates. Scale recommends running the update check. Click Next when complete. HC3 Move Powered by Double-Take Quick Start Guide - 21

Step 4 The installer will ask you to accept the License Agreement. Click Next when ready. HC3 Move Powered by Double-Take Quick Start Guide - 22

Step 6 Choose Server Components Only when asked which components you would like to install. Click Next. You may be prompted to open the ports specified in Step 6a. HC3 Move Powered by Double-Take Quick Start Guide - 24

Step 6a If ports 6320, 6325, or 6326 are being blocked by a firewall the install will generate a dialog box. These ports must be unblocked for HC3 Move Powered by Double-Take to work correctly. If you are using Windows Firewall, please select the appropriate option and click Next. If you are using a third party firewall you must manually unblock the ports. HC3 Move Powered by Double-Take Quick Start Guide - 25

Step 7 The Activation Code Information screen can be dismissed for now. The HC3 Move Powered by Double-Take licenses for the Source and Target machines will be configured through the Console. Click Next. HC3 Move Powered by Double-Take Quick Start Guide - 26

Step 8 The installer will ask how much memory to allocate to the HC3 Move Powered by Double-Take agent. It will also ask to enable a disk queue to buffer data during times of high volume processing. Scale recommends selecting the default values for all items. For advanced setup, please refer to Double-Take's Product User Guide. Click Next. HC3 Move Powered by Double-Take Quick Start Guide - 27

Step 9 The installer will display information on Windows Security Groups being added to the machine. Click Next. HC3 Move Powered by Double-Take Quick Start Guide - 28

Step 10 Click Install. HC3 Move Powered by Double-Take Quick Start Guide - 29

Step 11 Click Finish. The Double-Take Server components have now been installed on the machine. Step 12 Repeat Steps 1-11 for all remaining Source and Target machines. HC3 Move Powered by Double-Take Quick Start Guide - 30

Add Machines to the Double-Take Move Console HC3 Move Powered by Double-Take Quick Start Guide - 31

Add Source and Target Machines to the Double-Take Move Console Step 1 Open the Doub le-take Move Console on your chosen Console machine. HC3 Move Powered by Double-Take Quick Start Guide - 32

Step 2 Click Add Servers from the menu on the right. HC3 Move Powered by Double-Take Quick Start Guide - 33

Step 3 Select the Automatic Discovery tab. Although machines can be manually added, Scale recommends using automatic discovery to ensure that the machines are properly accessible on the domain. HC3 Move Powered by Double-Take Quick Start Guide - 34

Step 4 Click Discover to find machines running Server components on the domain. HC3 Move Powered by Double-Take Quick Start Guide - 35

Step 5 A list of machines running Double-Take Server components will be listed. Select any servers you do not wish to manage, if any, and click Remove. The remaining servers will be added to the available servers list in the console for use with HC3 Move Powered by Double-Take jobs. HC3 Move Powered by Double-Take Quick Start Guide - 36

Step 6 Click OK to add all servers listed to the management console. HC3 Move Powered by Double-Take Quick Start Guide - 37

Step 7 The machines should now be listed in the Manage Servers screen. Click the Home button on the top access bar to return to the main management page. HC3 Move Powered by Double-Take Quick Start Guide - 38

Licensing HC3 Move Powered by Double-Take Machines through the Double-Take Move Console HC3 Move Powered by Double-Take Quick Start Guide - 39

License Source and Target Machines for Use with HC3 Move Powered by Double-Take Jobs Step 1 Open the Double-Take Move Console. All HC3 Move Powered by Double-Take licenses must be enabled on Source and Target machines before a job can be configured. Click Manage Servers from the top access bar on the home screen. NOTE: Unlike HC3 Availability Powered by Double-Take licenses, HC3 Move Powered by Double-Take licenses will expire 60 days after they have been activated on a machine. If the Move job is not completed within those 60 days, additional licenses may need to be purchased. HC3 Move Powered by Double-Take Quick Start Guide - 40

Step 2 Double-click the Source server in the Manage Servers screen to access the View Server Details screen. An available, properly configured machine will show Idle when it is not actively engaged in a HC3 Move Powered by Double-Take session. HC3 Move Powered by Double-Take Quick Start Guide - 41

Step 3 Select Edit Server Properties from the right-hand Tasks menu. HC3 Move Powered by Double-Take Quick Start Guide - 42

Step 4 Expand the Licensing section under Edit Server Properties if it is not already expanded. Enter the Activation Code sent to you by clicking on the Add activation codes and activation keys box and typing in the code. Click Add below the Add activation codes and activation keys box. HC3 Move Powered by Double-Take Quick Start Guide - 43

Step 5 The code will appear in the Current activation codes box. Activate the code by highlighting it and selecting the Activate Online button below the Current activation codes box. HC3 Move Powered by Double-Take Quick Start Guide - 44

Step 6 Click OK to return to the Manage Servers screen. Step 7 Repeat Steps 1-6 for all Source and Target machines, entering the applicable license in Step 4. You should not need to activate a Target machine license and can disregard step 5 for all Target machines. HC3 Move Powered by Double-Take Quick Start Guide - 45

Setting Up HC3 Move Powered by Double-Take Jobs HC3 Move Powered by Double-Take Quick Start Guide - 46

Create a HC3 Move Powered by Double-Take Job and Move a Machine Step 1 Open the Double-Take Move Console. HC3 Move Powered by Double-Take Quick Start Guide - 47

Step 2 Click Create a job from the right-hand Tasks menu. HC3 Move Powered by Double-Take Quick Start Guide - 48

Step 3 Select Doub le-take Move from the list of options. Click Next. HC3 Move Powered by Double-Take Quick Start Guide - 49

Step 4a Select the Find a New Server tab. Click the Browse... button. HC3 Move Powered by Double-Take Quick Start Guide - 50

Step 4b Enter the name of the Source server you would like to use. You do not need to wait for the server search. Click OK. HC3 Move Powered by Double-Take Quick Start Guide - 51

Step 4c Enter the Username, Password, and Domain to authenticate the server. Click Next. HC3 Move Powered by Double-Take Quick Start Guide - 52

Step 5 Select Full Server Migration and check all of the drives you will be migrating. In this case, the C: drive is checked. Use the default settings under Replication Rules. Click Next. HC3 Move Powered by Double-Take Quick Start Guide - 53

Step 6 Follow the same process as steps 4a to 4c in order to add a Target server for the Move job. Click Next. HC3 Move Powered by Double-Take Quick Start Guide - 54

Step 7 Scale recommends using all of the default options for the HC3 Move Powered by Double-Take job. You may adjust the Job name if you wish. If you would like to consider advanced settings, please refer to the Double-Take Product User Guide. Click Next. HC3 Move Powered by Double-Take Quick Start Guide - 55

Step 8 A checklist will be generated with your chosen settings. Wait for the checks to complete. Green circles with white check marks are correct, yellow triangles with black exclamation marks are informational warnings and will not stop the job from being created, and red circles with the white 'X' are critical errors that will prevent the job from being created. If everything passes the checks (green or yellow marks), the Finish button will be available. Click Finish to save the settings and start the job. HC3 Move Powered by Double-Take Quick Start Guide - 56

Step 9 The Console will return you to the Manage Jobs screen. The job will be shown in the mirroring process with the Activity set to Synchronizing and the Target data state set to Mirror Required. The servers must be fully synchronized (all data mirrored) before you can initiate the failover. HC3 Move Powered by Double-Take Quick Start Guide - 57

Step 10 Once the mirroring is complete the Activity will change to Protecting and the Target data state will be OK. Select the job and click Failover in the tools bar to complete the HC3 Move Powered by Double-Take to the Scale HC3 system. NOTE: Once the HC3 Powered by Double-Take Move is complete, the Source machine will be shut down and will no longer be accessible. Trying to access the Source machine while the new Target machine is still running will cause network and domain clashes and is not recommended. HC3 Move Powered by Double-Take Quick Start Guide - 58

Compatibility, Feedback, Support, and Disclaimer HC3 Move Powered by Double-Take Quick Start Guide - 59

Known Compatibility Issues There is a known compatibility issue between the Double-Take software and the StorageCraft ShadowProtect software. There is a workaround for this issue but it can only be applied before the source server is failed over. Once a server has been failed over the workaround will not be applicable, and if you wish to use StorageCraft ShadowProtect as a backup software on the server you will need to start over and apply the workaround before failing over the source machine again. The steps for the workaround can be found in a Knowledge article available on Scale's online Portal. The Knowledge database is found under Support-->Knowledge and the article is titled "Double-Take and StorageCraft Compatibility Workaround." HC3 Move Powered by Double-Take Quick Start Guide - 60

Provide Feedback If you have comments or suggestions regarding this document or other Scale Computing documentation, you can send them to documentation@scalecomputing.com. Contact Support If you need help, call +1-877-SCALE-59 (1-877-722-5359) and someone from the Scale Computing Technical Support Team will be happy to help you. You can also email Scale Computing Technical Support at support@scalecomputing.com or find them on the web at http://scalecomputing.com through live chat or the Customer and Partner Portal case management. If you are in Europe, you can contact the UK based Scale Computing Technical Support Team here: 0808 234 0699. Disclaimer This document is meant to filter the information in the open source community around Vision Solutions Double-Take Move as it relates to the Scale Computing HC3 product. Double-Take is not a product of Scale Computing and is not covered under the support and warranty for the Scale HC3 cluster. Scale Computing is not responsible for, and expressly disclaims all liability for, any issues or damages of any kind arising out of the use of Double-Take or the use of this Guide as it relates to HC3 Move Powered by Double-Take. HC3 Move Powered by Double-Take Quick Start Guide - 61