Site Recovery Manager Installation and Configuration
Site Recovery Manager Installation and
Configuration
vCenter Site Recovery Manager 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 http://www.vmware.com/support/pubs.
EN-001663-00
Site Recovery Manager Installation and Configuration
You can find the most up-to-date technical documentation on the VMware Web site at:
http://www.vmware.com/support/
The VMware Web site also provides the latest product updates.
If you have comments about this documentation, submit your feedback to:
[email protected]
Copyright © 2008–2015 VMware, Inc. All rights reserved. Copyright and trademark information.
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Contents
About VMware vCenter Site Recovery Manager Installation and Configuration
5
1 Overview of VMware vCenter Site Recovery Manager 7
About Protected Sites and Recovery Sites 8
Bidirectional Protection 9
Heterogeneous Configurations on the Protected and Recovery Sites
9
2 Site Recovery Manager System Requirements 11
Site Recovery Manager Licensing 12
Site Recovery Manager Network Ports 13
Operational Limits of Site Recovery Manager
13
3 Creating the Site Recovery Manager Database 15
Requirements when Using Microsoft SQL Server with Site Recovery Manager
Requirements for Using Oracle Server with Site Recovery Manager 17
Back Up and Restore the Embedded vPostgres Database 17
Create an ODBC System DSN for Site Recovery Manager 18
16
4 Site Recovery Manager Authentication 21
5 Creating SSL/TLS Server Endpoint Certificates for Site Recovery Manager
Requirements When Using Custom SSL/TLS Certificates with Site Recovery Manager
23
23
6 Installing Site Recovery Manager 25
Site Recovery Manager and vCenter Server Deployment Models 26
Prerequisites and Best Practices for Site Recovery Manager Server Installation 30
Install Site Recovery Manager Server 32
Connect the Site Recovery Manager Server Instances on the Protected and Recovery Sites 36
Establish a Client Connection to the Remote Site Recovery Manager Server Instance 37
Install the Site Recovery Manager License Key 37
Modify a Site Recovery Manager Server Installation 38
Repair a Site Recovery Manager Server Installation 40
Site Recovery Manager Server Does Not Start 41
7 Upgrading Site Recovery Manager 43
Information That Site Recovery Manager Upgrade Preserves 44
Types of Upgrade that Site Recovery Manager Supports 45
Upgrade Site Recovery Manager 46
8 Creating Site Recovery Manager Placeholders and Mappings 61
About Placeholder Virtual Machines 61
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Site Recovery Manager Installation and Configuration
About Inventory Mappings
62
About Placeholder Datastores
64
9 Installing Site Recovery Manager to Use with a Shared Recovery Site 67
Shared Recovery Sites and vCenter Server Deployment Models 70
Limitations of Using Site Recovery Manager in Shared Recovery Site Configuration
Site Recovery Manager Licenses in a Shared Recovery Site Configuration 72
Install Site Recovery Manager In a Shared Recovery Site Configuration 73
Upgrade Site Recovery Manager in a Shared Recovery Site Configuration 79
Index
4
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About VMware vCenter Site Recovery Manager
Installation and Configuration
Site Recovery Manager Installation and Configuration provides information about how to install, upgrade, and
configure VMware vCenter Site Recovery Manager.
This information also provides a general overview of Site Recovery Manager.
For information about how to perform day-to-day administration of Site Recovery Manager, see Site
Recovery Manager Administration.
Intended Audience
This information is intended for anyone who wants to install, upgrade, or configure Site Recovery Manager.
The information is written for experienced Windows or Linux system administrators who are familiar with
virtual machine technology and datacenter operations.
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Site Recovery Manager Installation and Configuration
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Overview of
VMware vCenter Site Recovery
Manager
1
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
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.
Disaster Recovery
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.
n
At the protected site, Site Recovery Manager shuts down virtual machines cleanly and synchronizes
storage, if the protected site is still running.
n
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.
n
About Protected Sites and Recovery Sites on page 8
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.
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Site Recovery Manager Installation and Configuration
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Bidirectional Protection on page 9
You can use a single set of paired Site Recovery Manager sites to protect virtual machines in both
directions. Each site can simultaneously be a protected site and a recovery site, but for a different set of
virtual machines.
n
Heterogeneous Configurations on the Protected and Recovery Sites on page 9
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.
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.
You can establish bidirectional protection in which each site serves as the recovery site for the other. See
“Bidirectional Protection,” on page 9.
Figure 1‑1. Site Recovery Manager Protected and Recovery Sites
Site A
Site B
Protection group
Protected
site goes
offline
apps
apps
apps
OS
OS
OS
apps
OS
apps
apps
apps
apps
OS
OS
OS
OS
apps
apps
apps
apps
OS
OS
OS
OS
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.
8
n
You must run the same version of Site Recovery Manager on both sites.
n
You must run the same version of vCenter Server on both sites.
n
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 6.0 at
https://www.vmware.com/support/srm/srm-compat-matrix-6-0.html.
n
Each site must have at least one datacenter.
n
If you are using array-based replication, the same replication technology must be available at both sites,
and the arrays must be paired.
n
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.
n
The vSphere Replication appliances must be of the same version.
n
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 6.0 at
https://www.vmware.com/support/srm/srm-compat-matrix-6-0.html.
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Chapter 1 Overview of VMware vCenter Site Recovery Manager
n
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.
n
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.
n
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.
Bidirectional Protection
You can use a single set of paired Site Recovery Manager sites to protect virtual machines in both directions.
Each site can simultaneously be a protected site and a recovery site, but for a different set of virtual
machines.
You can implement bidirectional protection by using either array-based replication or vSphere Replication.
If you are using array-based replication, each of the array’s LUNs replicates in only one direction. Two
LUNs in paired arrays can replicate in different directions from each other.
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 6.0 at https://www.vmware.com/support/srm/srm-compat-matrix-6-0.html for information.
Table 1‑1. Heterogeneity of Site Recovery Manager Components Between Sites
Component
Heterogeneous or Identical Installations
Site Recovery Manager Server
Must be the same version on both sites.
vCenter Server and Platform Services Controller
Must be the same version on both sites. The
Site Recovery Manager version must be compatible with
the vCenter Server and Platform Services Controller
version.
vSphere Replication
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.
vCenter Server Appliance or standard vCenter Server
instance
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.
Storage arrays for array-based replication
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.
Site Recovery Manager database
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.
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Site Recovery Manager Installation and Configuration
Table 1‑1. Heterogeneity of Site Recovery Manager Components Between Sites (Continued)
Component
Heterogeneous or Identical Installations
Host operating system of the Site Recovery Manager Server
installation
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.
Host operating system of the vCenter Server installation
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.
n
n
10
Site A in Japan:
n
Site Recovery Manager Server runs on Windows Server 2008 in the Japanese locale
n
Site Recovery Manager extends a vCenter Server Appliance instance
n
Site Recovery Manager Server uses the embedded Site Recovery Manager database
Site B in the United States:
n
Site Recovery Manager Server runs on Windows Server 2012 in the English locale
n
Site Recovery Manager extends a standard vCenter Server instance that runs on Windows Server
2008 in the English locale
n
Site Recovery Manager Server uses an Oracle Server database
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Site Recovery Manager System
Requirements
2
The system on which you install vCenter Site Recovery Manager must meet specific hardware requirements.
Table 2‑1. Minimum Site Recovery Manager System Requirements
Component
Requirement
Processor
At least two 2.0GHz or higher Intel or AMD x86
processors. Site Recovery Manager deloyments that
manage large environments require four 2.0GHz CPUs.
Memory
2GB minimum. You might require more memory if you use
the embedded database, as the content of the database
grows. The memory requirement increases if
Site Recovery Manager manages large environments.
Disk Storage
5GB minimum. If you install Site Recovery Manager on a
different drive to the C: drive, the Site Recovery Manager
installer still requires at least 1GB of free space on the C:
drive. This space is required for extracting and caching the
installation package. You might require more disk storage
if you use the embedded database, as the content of the
database grows.
Networking
1 Gigabit recommended for communication between
Site Recovery Manager sites.
Use a trusted network for the deployment and use of
Site Recovery Manager and for the management of ESXi
hosts.
For information about supported platforms and databases, see the Compatibility Matrixes for vCenter Site
Recovery Manager 6.0 at https://www.vmware.com/support/srm/srm-compat-matrix-6-0.html.
n
Site Recovery Manager Licensing on page 12
After you install Site Recovery Manager, it remains in evaluation mode until you install a
Site Recovery Manager license key.
n
Site Recovery Manager Network Ports on page 13
Site Recovery Manager Server instances use several network ports to communicate with each other,
with client plug-ins, with Platform Services Controller, and with vCenter Server. If any of these ports
are in use by other applications or are blocked on your network, you must reconfigure
Site Recovery Manager to use different ports.
n
Operational Limits of Site Recovery Manager on page 13
Each Site Recovery Manager server can support a certain number of protected virtual machines,
protection groups, datastore groups, recovery plans, and concurrent recoveries.
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Site Recovery Manager Installation and Configuration
Site Recovery Manager Licensing
After you install Site Recovery Manager, it remains in evaluation mode until you install a
Site Recovery Manager license key.
After the evaluation license expires, existing protection groups remain protected and you can recover them,
but you cannot create new protection groups or add virtual machines to an existing protection group until
you obtain and assign a valid Site Recovery Manager license key. Obtain and assign Site Recovery Manager
license keys as soon as possible after installing Site Recovery Manager.
Site Recovery Manager licenses allow you to protect a set number of virtual machines. To obtain
Site Recovery Manager license keys, go to the Site Recovery Manager Product Licensing Center at
http://www.vmware.com/products/site-recovery-manager/buy.html, or contact your VMware sales
representative.
Site Recovery Manager License Keys and vCenter Server Instances in Linked
Mode
If your vCenter Server instances are connected with vCenter Server instances in linked mode, you install the
same Site Recovery Manager license on both vCenter Server instances.
Site Recovery Manager License Keys and Shared Platform Services Controller
Instances
You can share an external Platform Services Controller across several vCenter Server instances. In this case,
you can use the same Site Recovery Manager license on different vCenter Server instances as long as the
vCenter Server instances belong to the same Platform Services Controller.
Site Recovery Manager License Keys and Protected and Recovery Sites
Site Recovery Manager requires a license key on any site on which you protect virtual machines.
n
Install a Site Recovery Manager license key at the protected site to enable protection in one direction
from the protected site to the recovery site.
n
Install the same Site Recovery Manager license keys at both sites to enable bidirectional protection,
including reprotect.
Site Recovery Manager checks for a valid license whenever you add a virtual machine to or remove a virtual
machine from a protection group. If licenses are not in compliance, vSphere triggers a licensing alarm and
Site Recovery Manager prevents you from protecting further virtual machines. Configure alerts for
triggered licensing events so that licensing administrators receive a notification by email.
Site Recovery Manager and vCloud Suite Licensing
You can license Site Recovery Manager 6.0 individually or as part of vCloud Suite 6.0. You should consider
the licensing and integration options that are available to you.
When products are part of vCloud Suite, they are licensed on a per-CPU basis. You can run unlimited
number of virtual machines on CPUs that are licensed with vCloud Suite.
You can combine the features of Site Recovery Manager with other components of vCloud Suite to leverage
the full capabilities of the software-defined data center. For more information, see vCloud Suite Architecture
Overview and Use Cases.
Not all features and capabilities of vSphere are available in all editions. For a comparison of feature sets in
each edition, see http://www.vmware.com/products/vsphere/.
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Chapter 2 Site Recovery Manager System Requirements
Example: Site Recovery Manager Licenses Required for Recovery and
Reprotect
You have a site that contains 25 virtual machines for Site Recovery Manager to protect.
n
For recovery, you require a license for at least 25 virtual machines, that you install on the protected site
to allow one-way protection from the protected site to the recovery site.
n
For reprotect, you require a license for at least 25 virtual machines, that you install on both the
protected and the recovery site to allow bidirectional protection between the sites.
Site Recovery Manager Network Ports
Site Recovery Manager Server instances use several network ports to communicate with each other, with
client plug-ins, with Platform Services Controller, and with vCenter Server. If any of these ports are in use
by other applications or are blocked on your network, you must reconfigure Site Recovery Manager to use
different ports.
Site Recovery Manager uses default network ports for intrasite communication between hosts at a single site
and intersite communication between hosts at the protected and recovery sites. You can change these
defaults when you install Site Recovery Manager. Beyond these standard ports, you must also meet network
requirements of your particular array-based replication provider.
You can change the network ports from the defaults when you first install Site Recovery Manager. You
cannot change the network ports after you have installed Site Recovery Manager.
For a list of all the ports that must be open for Site Recovery Manager, see
http://kb.vmware.com/kb/2103394.
For the list of default ports that all VMware products use, see http://kb.vmware.com/kb/1012382.
Operational Limits of Site Recovery Manager
Each Site Recovery Manager server can support a certain number of protected virtual machines, protection
groups, datastore groups, recovery plans, and concurrent recoveries.
For details about the operational limits of Site Recovery Manager 6.0, see http://kb.vmware.com/kb/2105500.
For details about the operational limits of Site Recovery Manager 6.0 in a shared recovery site configuration,
see http://kb.vmware.com/kb/2081866.
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Site Recovery Manager Installation and Configuration
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Creating the Site Recovery Manager
Database
3
The Site Recovery Manager Server requires its own database, which it uses to store data such as recovery
plans and inventory information.
Site Recovery Manager provides an embedded vPostgreSQL database that you can use with minimal
configuration. You can select the option to use the embedded database when you install
Site Recovery Manager. The Site Recovery Manager installer creates the embedded database and a database
user account according to the information that you specify during installation.
You can also use an external database. If you use an external database, you must create the database and
establish a database connection before you can install Site Recovery Manager.
Site Recovery Manager cannot use the vCenter Server database because it has different database schema
requirements. You can use the vCenter Server database server to create and support the
Site Recovery Manager database.
Each Site Recovery Manager site requires its own instance of the Site Recovery Manager database. Use a
different database server instance to run the individual Site Recovery Manager databases for each site. If
you use the same database server instance to run the databases for both sites, and if the database server
experiences a problem, neither Site Recovery Manager site will work and you will not be able to perform a
recovery.
Site Recovery Manager does not require the databases on each site to be identical. You can run different
versions of a supported database from the same vendor on each site, or you can run databases from
different vendors on each site. For example, you can run different versions of Oracle Server on each site, or
you can have an Oracle Server database on one site and the embedded database on the other.
If you are updating Site Recovery Manager to a new version, you can use the existing database. Before you
attempt an upgrade, make sure that both Site Recovery Manager Server databases are backed up. Doing so
helps ensure that you can revert back to the previous version after the upgrade, if necessary.
For the list of database software that Site Recovery Manager supports, see the Compatibility Matrixes for
vCenter Site Recovery Manager 6.0 at https://www.vmware.com/support/srm/srm-compat-matrix-6-0.html.
n
Requirements when Using Microsoft SQL Server with Site Recovery Manager on page 16
When you create a Microsoft SQL Server database, you must configure it correctly to support
Site Recovery Manager.
n
Requirements for Using Oracle Server with Site Recovery Manager on page 17
When you create an Oracle Server database, you must configure it correctly to support
Site Recovery Manager.
n
Back Up and Restore the Embedded vPostgres Database on page 17
If you select the option to use an embedded database for Site Recovery Manager, the
Site Recovery Manager installer creates a vPostgres database during the installation process. You can
back up and restore the embedded vPostgres database by using PostgreSQL commands.
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Site Recovery Manager Installation and Configuration
n
Create an ODBC System DSN for Site Recovery Manager on page 18
You must provide Site Recovery Manager with a system database source name (DSN) for a 64-bit open
database connectivity (ODBC) connector. The ODBC connector allows Site Recovery Manager to
connect to the Site Recovery Manager database.
Requirements when Using Microsoft SQL Server with
Site Recovery Manager
When you create a Microsoft SQL Server database, you must configure it correctly to support
Site Recovery Manager.
This information provides the requirements for an SQL Server database for use with Site Recovery Manager.
For specific instructions about creating an SQL Server database, see the SQL Server documentation.
n
n
Database user account:
n
If you use Integrated Windows Authentication to connect to SQL Server and SQL Server runs on
the same machine as Site Recovery Manager Server, use a local or domain account that has
administrative privileges on the Site Recovery Manager Server machine. Use the same account or
an account with the same privileges when you install Site Recovery Manager Server. When the
Site Recovery Manager installer detects an SQL Server data source name (DSN) that uses
Integrated Windows Authentication, it configures Site Recovery Manager Server to run under the
same account as you use for the installer, to guarantee that Site Recovery Manager can connect to
the database.
n
If you use Integrated Windows Authentication to connect to SQL Server and SQL Server runs on a
different machine from Site Recovery Manager Server, use a domain account with administrative
privileges on the Site Recovery Manager Server machine. Use the same account or an account with
the same privileges when you install Site Recovery Manager Server. When the
Site Recovery Manager installer detects an SQL Server data source name (DSN) that uses
Integrated Windows Authentication, it configures Site Recovery Manager Server to run under the
same account as you use for the installer, to guarantee that Site Recovery Manager can connect to
the database.
n
If you use SQL authentication, you can run the Site Recovery Manager service under the Windows
Local System account, even if SQL Server is running on a different machine to
Site Recovery Manager Server. The Site Recovery Manager installer configures the
Site Recovery Manager service to run under the Windows Local System account by default.
n
Make sure that the Site Recovery Manager database user account has the ADMINISTER BULK
OPERATIONS, CONNECT, and CREATE TABLE permissions.
Database schema:
n
The Site Recovery Manager database schema must have the same name as the database user
account.
n
The Site Recovery Manager database user must be the owner of the Site Recovery Manager
database schema.
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The Site Recovery Manager database schema must be the default schema for the
Site Recovery Manager database user.
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The Site Recovery Manager database must be the default database for all SQL connections that
Site Recovery Manager makes. You can set the default database either in the user account configuration
in SQL Server or in the DSN.
n
Map the database user account to the database login.
For information about database sizing, see the Sizing calculator for vCenter Site Recovery Manager databases MSSQL at http://www.vmware.com/products/site-recovery-manager/resource.html.
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Chapter 3 Creating the Site Recovery Manager Database
Requirements for Using Oracle Server with Site Recovery Manager
When you create an Oracle Server database, you must configure it correctly to support
Site Recovery Manager.
You create and configure an Oracle Server database for Site Recovery Manager by using the tools that
Oracle Server provides.
This information provides the general steps that you must perform to configure an Oracle Server database
for Site Recovery Manager. For instructions about how to perform the relevant steps, see the Oracle
documentation.
n
When creating the database instance, specify UTF-8 encoding.
n
Grant the Site Recovery Manager database user account the connect, resource, create session privileges
and permissions.
For information about database sizing, see the Sizing calculator for vCenter Site Recovery Manager databases Oracle at http://www.vmware.com/products/site-recovery-manager/resource.html.
Back Up and Restore the Embedded vPostgres Database
If you select the option to use an embedded database for Site Recovery Manager, the Site Recovery Manager
installer creates a vPostgres database during the installation process. You can back up and restore the
embedded vPostgres database by using PostgreSQL commands.
Always back up the Site Recovery Manager database before updating or upgrading Site Recovery Manager.
You also might need to back up and restore the embedded vPostgres database if you need to uninstall then
reinstall Site Recovery Manager and retain data from the previous installation, migrate
Site Recovery Manager Server to another host machine, or revert the database to a clean state in the event
that it becomes corrupted.
Prerequisites
For information about the commands that you use to back up and restore the embedded vPostgres database,
see the pg_dump and pg_restore commands in the PostgreSQL documentation at
http://www.postgresql.org/docs/9.3/static/index.html.
Procedure
1
Log into the system on which you installed Site Recovery Manager Server.
2
Stop the Site Recovery Manager service.
3
Navigate to the folder that contains the vPostgres commands.
If you installed Site Recovery Manager Server in the default location, you find the vPostgres commands
in C:\Program Files\VMware\VMware vCenter Site Recovery Manager Embedded Database\bin.
4
Create a backup of the embedded vPostgres database by using the pg_dump command.
pg_dump -Fc --host 127.0.0.1 --port port_number --username=db_username srm_db >
srm_backup_name
You set the port number, username, and password for the embedded vPostgres database when you
installed Site Recovery Manager. The default port number is 5678. The database name is srm_db and
cannot be changed.
5
Perform the actions that necessitate the backup of the embedded vPostgres database.
For example, update or upgrade Site Recovery Manager, uninstall and reinstall Site Recovery Manager,
or migrate Site Recovery Manager Server.
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Site Recovery Manager Installation and Configuration
6
(Optional) Restore the database from the backup that you created in Step 4 by using the pg_restore
command.
pg_restore -Fc --host 127.0.0.1 --port port_number --username=db_username --dbname=srm_db
srm_backup_name
7
Start the Site Recovery Manager service.
Create an ODBC System DSN for Site Recovery Manager
You must provide Site Recovery Manager with a system database source name (DSN) for a 64-bit open
database connectivity (ODBC) connector. The ODBC connector allows Site Recovery Manager to connect to
the Site Recovery Manager database.
You can create the ODBC system DSN before you run the Site Recovery Manager installer by running
Odbcad32.exe, the 64-bit Windows ODBC Administrator tool.
Alternatively, you can create an ODBC system DSN by running the Windows ODBC Administrator tool
during the Site Recovery Manager installation process.
NOTE If you use the embedded Site Recovery Manager database, the Site Recovery Manager installer
creates the ODBC system DSN according to the information that you provide during installation. If you
uninstall the embedded database, the uninstaller does not remove the DSN for the embedded database. The
DSN remains available for use with a future reinstallation of the embedded database.
Prerequisites
You created the database instance to connect to Site Recovery Manager.
Procedure
1
Double-click the Odbcad32.exe file at C:\Windows\System32 to open the 64-bit ODBC Administrator tool.
IMPORTANT Do not confuse the 64-bit Windows ODBC Administrator tool with the 32-bit ODBC
Administrator tool located in C:\Windows\SysWoW64. Do not use the 32-bit ODBC Administrator tool.
18
2
Click the System DSN tab and click Add.
3
Select the appropriate ODBC driver for your database software and click Finish.
Option
Action
SQL Server
Select SQL Server Native Client 10.0, SQL Server Native Client 11.0, or
ODBC Driver 11 for SQL Server.
Oracle Server
Select Microsoft ODBC for Oracle.
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Chapter 3 Creating the Site Recovery Manager Database
4
(Optional) Create an SQL Server data source for the database.
a
b
Provide the details for the data source.
Option
Action
Name
Enter a name for this data source, for example SRM.
Description
Enter a description of the data source, for example SRM.
Server
Select the running database instance to which to connect or enter the
address of the database server.
Select the authentication method that corresponds to the type of database user account that you
created and click Next.
If you select Integrated Windows Authentication, you must use the same user account, or an
account with the same privileges on the Site Recovery Manager Server host machine, when you run
the Site Recovery Manager.
5
6
c
Select the Change the default database to check box and select the Site Recovery Manager
database.
d
Click Next to retain the default settings for this database connection and click Finish.
(Optional) Create an Oracle Server data source for the database and click Next.
Option
Action
Data Source Name
Enter a name for this data source, for example SRM.
Description
Enter a description of the data source, for example SRM.
TNS Service Name
Enter the address of the database server in the format
database_server_address:1521/database_name.
User ID
Enter the database user name.
Click Test Data Source to test the connection and click OK if the test succeeds.
If the test does not succeed, check the configuration information and try again.
7
Click OK to exit the Windows ODBC Administrator tool.
The ODBC driver for your database is ready to use.
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19
Site Recovery Manager Installation and Configuration
20
VMware, Inc.
Site Recovery Manager
Authentication
4
The Platform Services Controller handles the authentication between Site Recovery Manager and
vCenter Server at the vCenter Single Sign-On level.
All communications between Site Recovery Manager and vCenter Server instances take place over transport
layer security (TLS) connections. Previous versions of Site Recovery Manager supported both secure sockets
layer (SSL) and TLS connections. This version of Site Recovery Manager only supports TLS, due to
weaknesses identified in SSL 3.0.
Solution User Authentication
In previous versions of Site Recovery Manager, you used either credential-based authentication or
certificate-based authentication to authenticate with vCenter Server. This version of Site Recovery Manager
uses solution user authentication to establish secure communication to remote services, such as the
Platform Services Controller and vCenter Server. A solution user is a security principal that the
Site Recovery Manager installer generates. The installer assigns a private key and a certificate to the solution
user and registers it with the vCenter Single Sign-On service. The solution user is tied to a specific
Site Recovery Manager instance. You cannot access the solution user private key or certificate. You cannot
replace the solution user certificate with a custom certificate.
After installation, you can see the Site Recovery Manager solution user in the Administration view of the
vSphere Web Client. Do not attempt to manipulate the Site Recovery Manager solution user. The solution
user is for internal use by Site Recovery Manager, vCenter Server, and vCenter Single Sign-On.
During operation, Site Recovery Manager establishes authenticated communication channels to remote
services by using certificate-based authentication to acquire a holder-of-key SAML token from vCenter
Single Sign-On. Site Recovery Manager sends this token in a cryptographically signed request to the remote
service. The remote service validates the token and establishes the identity of the solution user.
Solution Users and Site Recovery Manager Site Pairing
When you pair Site Recovery Manager instances across vCenter Single Sign-On sites that are not federated,
Site Recovery Manager creates an additional solution user for the remote site at each site. This solution user
for the remote site allows the Site Recovery Manager Server at the remote site to authenticate to services on
the local site.
When you pair Site Recovery Manager instances in a federated vCenter Single Sign-On environment,
Site Recovery Manager at the remote site uses the same solution user to authenticate to services on the local
site.
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Site Recovery Manager Installation and Configuration
Site Recovery Manager SSL/TLS Server Endpoint Certificates
Site Recovery Manager requires an SSL/TLS certificate for use as the endpoint certificate for all TLS
connections established to Site Recovery Manager. The Site Recovery Manager server endpoint certificate is
separate and distinct from the certificate that is generated during the creation and registration of a
Site Recovery Manager solution user.
For information about the Site Recovery Manager SSL/TLS endpoint certificate, see Chapter 5, “Creating
SSL/TLS Server Endpoint Certificates for Site Recovery Manager,” on page 23.
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Creating SSL/TLS Server Endpoint
Certificates for
Site Recovery Manager
5
The Site Recovery Manager server endpoint certificate establishes the identity of
Site Recovery Manager Server to clients. The endpoint certificate secures the communication between the
client and Site Recovery Manager Server.
During installation of Site Recovery Manager, you can automatically generate an SSL/TLS certificate for use
as the Site Recovery Manager endpoint certificate. This is the simpler option that requires minimal user
action.
You can also upload a custom SSL/TLS certificate that is signed by a certificate authority. If you use a
custom SSL/TLS certificate, the certificate must meet certain requirements to work with
Site Recovery Manager.
NOTE Unlike in previous releases, this version of Site Recovery Manager does not also use custom SSL/TLS
certificates to authenticate with vCenter Server. For information about how Site Recovery Manager
authenticates with vCenter Server, see Chapter 4, “Site Recovery Manager Authentication,” on page 21.
Requirements When Using Custom SSL/TLS Certificates with
Site Recovery Manager
If you use custom SSL/TLS certificates for the Site Recovery Manager server endpoint certificate, the
certificates must meet specific criteria.
Site Recovery Manager uses standard PKCS#12 certificates. Site Recovery Manager places some
requirements on the contents of those certificates, but the requirements in this release are less strict than in
previous releases of Site Recovery Manager.
n
Site Recovery Manager does not accept certificates with MD5 signature algorithms. Use SHA256 or
stronger signature algorithms. If you are upgrading an existing Site Recovery Manager installation with
which you use MD5 certificates, you must obtain a new certificate with a stronger signature algorithm
before you upgrade Site Recovery Manager.
n
Site Recovery Manager accepts certificates with SHA1 signature algorithms but these are not
recommended and result in a warning during installation. Use SHA256 or stronger signature
algorithms.
n
The Site Recovery Manager certifcate is not the root of a trust chain. It must not be a Certificate
Authority (CA) certificate.
n
If you use a custom certificate for vCenter Server and Platform Services Controller, you are not obliged
to use a custom certificate for Site Recovery Manager, and the reverse.
n
The private key in the PKCS #12 file must match the certificate. The minimum length of the private key
is 2048-bits.
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23
Site Recovery Manager Installation and Configuration
n
The Site Recovery Manager certificate password must not exceed 31 characters.
n
The current time must be within the period of validity of the certificate.
n
The certificate must be a server certificate, for which the x509v3 Extended Key Usage must indicate TLS
Web Server Authentication.
The certificate must include an extendedKeyUsage or enhancedKeyUsage attribute, the value of which
is serverAuth.
n
Unlike in previous releases, there is no requirement for the certificate to also be a client certificate.
The clientAuth value is not required.
n
The Subject Name must not be empty and must contain fewer than 4096 characters. In this release, the
Subject Name does not need to be the same for both members of a Site Recovery Manager Server pair.
n
The certificate must identify the Site Recovery Manager Server host.
n
n
24
n
n
The recommended way to identify the Site Recovery Manager Server host is with the host's fullyqualified domain name (FQDN). If the certificate identifies the Site Recovery Manager Server host
with an IP address, this must be an IPv4 address. Using IPv6 addresses to identify the host is not
supported.
n
Certificates generally identify the host in the Subject Alternative Name (SAN) attribute. Some CAs
issue certificates that identify the host in the Common Name (CN) value of the Subject Name
attribute. Site Recovery Manager accepts certificates that identify the host in the CN value, but this
is not the best practice. For information about SAN and CN best practices, see the Internet
Engineering Task Force (IETF) RFC 6125 at https://tools.ietf.org/html/rfc6125.
n
The host identifier in the certificate must match the Site Recovery Manager Server local host
address that you specify when you install Site Recovery Manager.
If Site Recovery Manager Server, vCenter Server, and Platform Services Controller run on the same host
machine, you can use the same certificate for both Site Recovery Manager Server and
Platform Services Controller. In this case, you must provide the certificate in two formats:
n
For Site Recovery Manager, the certificate must be a Personal Information Exchange Format
(PKCS#12) certificate that contains both of the private and public keys.
n
For vCenter Server and Platform Services Controller, the certificate must be separated into two
files, one for the certificate with the public key and one for the private key.
If you use a custom certificate that is signed by a third-party CA for which the root certificate is not
registered by default in Windows, and you want the certificates to be trusted without the need for
thumbprint verifications, install the root CA certificate in the Windows certificate store.
VMware, Inc.
Installing Site Recovery Manager
6
You must install a Site Recovery Manager Server instance at the protected site and also at the recovery site.
Site Recovery Manager requires a vCenter Server instance of the appropriate version at each site before you
install Site Recovery Manager Server. The Site Recovery Manager installer must be able to connect to this
vCenter Server instance during installation. 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 6.0 at https://www.vmware.com/support/srm/srm-compat-matrix-6-0.html.
After you install the Site Recovery Manager Server instances, the Site Recovery Manager plug-in appears in
the vSphere Web Client. You use the Site Recovery Manager plug-in in the vSphere Web Client for the
vCenter Server instances on the protected and recovery sites to configure and manage
Site Recovery Manager. Site Recovery Manager 6.0 does not support the vSphere Client for Windows.
Procedure
1
Site Recovery Manager and vCenter Server Deployment Models on page 26
You can install Site Recovery Manager in any of the deployment models that vCenter Server supports.
However, the vCenter Server deployment model that you select can have implications for
Site Recovery Manager operation.
2
Prerequisites and Best Practices for Site Recovery Manager Server Installation on page 30
Before you install Site Recovery Manager Server, you must perform several tasks and verify that you
have certain information.
3
Install Site Recovery Manager Server on page 32
You must install Site Recovery Manager Server at the protected site and at the recovery site.
4
Connect the Site Recovery Manager Server Instances on the Protected and Recovery Sites on page 36
Before you can use Site Recovery Manager, you must connect the Site Recovery Manager Server
instances on the protected and recovery sites. This is known as site pairing.
5
Establish a Client Connection to the Remote Site Recovery Manager Server Instance on page 37
After you connect the Site Recovery Manager Server instances, you must establish a connection from
the Site Recovery Manager interface in the vSphere Web Client to the remote
Site Recovery Manager Server.
6
Install the Site Recovery Manager License Key on page 37
Site Recovery Manager Server requires a license key to operate. Install a Site Recovery Manager license
key as soon as possible after you install Site Recovery Manager.
7
Modify a Site Recovery Manager Server Installation on page 38
To change some of the information that you supplied when you installed
Site Recovery Manager Server, you can run the Site Recovery Manager installer in modify mode.
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25
Site Recovery Manager Installation and Configuration
8
Repair a Site Recovery Manager Server Installation on page 40
You can run the Site Recovery Manager installer in repair mode to repair a
Site Recovery Manager Server installation.
9
Site Recovery Manager Server Does Not Start on page 41
Site Recovery Manager depends on other services. If one of those services is not running, the
Site Recovery Manager Server does not start.
Site Recovery Manager and vCenter Server Deployment Models
You can install Site Recovery Manager in any of the deployment models that vCenter Server supports.
However, the vCenter Server deployment model that you select can have implications for
Site Recovery Manager operation.
You deploy vCenter Server with a Platform Services Controller. You can either embed the
Platform Services Controller with vCenter Server or it can be external to vCenter Server. Several
vCenter Server instances can share the same external Platform Services Controller.
You can deploy the Platform Services Controller in several different configurations.
n
Each Platform Services Controller can have its own vCenter Single Sign-On domain.
n
Several Platform Services Controller instances can join the same vCenter Single Sign-On domain.
n
You can federate vCenter Single Sign-On domains, which federates all of the
Platform Services Controller instances from each of the federated domains.
For information about the deployment models that vCenter Server supports, see vCenter Server
Deployment Models in vSphere Installation and Setup.
You must take the deployment model of vCenter Server and Platform Services Controller into consideration
when you install Site Recovery Manager. During a disaster recovery, Site Recovery Manager,
vCenter Server, and the associated Platform Services Controller must be up and running on the recovery
site.
Configuring the Platform Services Controller and Selecting the Correct
vCenter Server Instance in a Federated Environment
IMPORTANT Take care when you configure the Platform Services Controller and select the vCenter Server
instance with which to register Site Recovery Manager.
When you install Site Recovery Manager Server, you provide the address of the Platform Services Controller
that is associated with the vCenter Server instance to protect. You then select the vCenter Server instance
with which to register Site Recovery Manager from the list of all of the vCenter Server instances that this
Platform Services Controller serves. In a federated environment, that list might include vCenter Server
instances from other sites. If you configure the wrong Platform Services Controller or select the wrong
vCenter Server instance and complete the Site Recovery Manager installation, you cannot subsequently
modify the Site Recovery Manager installation to select the correct Platform Services Controller or
vCenter Server instances. In this case, you must uninstall and reinstall Site Recovery Manager to configure
the correct Platform Services Controller or select the correct vCenter Server instance.
26
n
When you install Site Recovery Manager Server on the protected site, make sure that you configure the
correct Platform Services Controller and select the vCenter Server instance that manages the virtual
machines to protect.
n
When you install Site Recovery Manager Server on the recovery site, make sure that you configure the
correct Platform Services Controller and select the vCenter Server instance to which to recover virtual
machines.
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Chapter 6 Installing Site Recovery Manager
n
Ensure that the Platform Services Controller, vCenter Server, and Site Recovery Manager Server are all
located on the protected site, or all on the recovery site.
Sharing Platform Services Controller Instances Across Site Recovery Manager
Sites
A single point of failure is created if you share a Platform Services Controller instance between the protected
and recovery sites. If the shared Platform Services Controller goes offline, neither the protected site nor the
recovery site will function, making recovery impossible.
Concurrent Installations of Site Recovery Manager in a Federated Environment
In an environment with federated vCenter Single Sign-On domains, do not install Site Recovery Manager
under more than one Platform Services Controller at the same time. A conflict can arise in the creation of the
solution user that Platform Services Controller creates at the domain level for Site Recovery Manager
authentication with vCenter Server if the following conditions exist:
n
If the installation of one Site Recovery Manager Server instance overlaps with the installation of another
Site Recovery Manager Server instance under two different Platform Services Controller instances.
n
Those Platform Services Controller instances are federated.
The conflict does not prevent installation, but it does cause one of the Site Recovery Manager Server
instances to fail to start, with the error message Failed to start service. The message Failed to start
Authorization Manager appears in the event log for that Site Recovery Manager Server instance.
Site Recovery Manager in a Two-Site Topology with One vCenter Server
Instance per Platform Services Controller
The most common deployment for Site Recovery Manager is to have two sites with one vCenter Server
instance per Platform Services Controller.
In this configuration, the Platform Services Controller instances can be either external to vCenter Server or
embedded in the vCenter Server instances.
The Platform Services Controller instances can belong to federated or to unfederated vCenter Single SignOn domains.
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Site Recovery Manager Installation and Configuration
Figure 6‑1. Site Recovery Manager in a Two-Site Topology with One vCenter Server Instance per
Platform Services Controller
Site A
Platform Services
Controller 1
vCenter
Server 1
Platform Services
Controller 2
vCenter
Server 2
SRM
Server
1
Protected Site
Key:
Site B
Sites might or might
not be federated
SRM
Server
2
Recovery Site
Site Recovery Manager site pair
Connection from Site Recovery Manager
to Platform Services Controller
Connection from Platform Services
Controller to vCenter Server
Site Recovery Manager in a Two-Site Topology with Multiple vCenter Server
Instances per Platform Services Controller
You can deploy Site Recovery Manager in a topology in which multiple vCenter Server instances share a
Platform Services Controller on each site.
In this configuration, the Platform Services Controller instances are external to the vCenter Server instances.
The Platform Services Controller instances can belong to federated or to unfederated vCenter Single SignOn domains.
28
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Chapter 6 Installing Site Recovery Manager
Figure 6‑2. Site Recovery Manager in a Two-Site Topology with Two vCenter Server Instances per
Platform Services Controller
Site A
Sites might or might
not be federated
Platform Services
Controller 1
vCenter
Server 2
vCenter
Server 1
SRM
Server
1A
Protected Site 1
Key:
SRM
Server
2A
Protected Site 2
Site B
Platform Services
Controller 2
vCenter
Server 3
vCenter
Server 4
SRM
Server
1B
Recovery Site 1
SRM
Server
2B
Recovery Site 2
Site Recovery Manager site pair
Connection from Site Recovery Manager
to Platform Services Controller
Connection from Platform Services
Controller to vCenter Server
Site Recovery Manager in a Single Site Topology with a Shared
Platform Services Controller
You can deploy Site Recovery Manager so that they connect to vCenter Server instances that share a
Platform Services Controller.
In this configuration, both vCenter Server instances connect to the same Platform Services Controller within
a single site.
IMPORTANT When the vCenter Server instances on the protected and recovery sites share the same
Platform Services Controller, the Platform Services Controller becomes a single point of failure. If the
Platform Services Controller goes offline, neither of the protected and recovery sites can function, and
recovery is impossible. This configuration is not appropriate for disaster recovery, and is not recommended.
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29
Site Recovery Manager Installation and Configuration
Figure 6‑3. Site Recovery Manager in a Single Site Topology with a Shared Platform Services Controller
Single Site
Platform Services
Controller 1
vCenter
Server 2
vCenter
Server 1
SRM
Server
1
Protected Site
Key:
SRM
Server
2
Recovery Site
Site Recovery Manager site pair
Connection from Site Recovery Manager
to Platform Services Controller
Connection from Platform Services
Controller to vCenter Server
Prerequisites and Best Practices for Site Recovery Manager Server
Installation
Before you install Site Recovery Manager Server, you must perform several tasks and verify that you have
certain information.
30
n
Install the appropriate version of Platform Services Controller and vCenter Server on both sites. You
cannot mix Site Recovery Manager, Platform Services Controller, or vCenter Server versions across
sites. 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 6.0 at
https://www.vmware.com/support/srm/srm-compat-matrix-6-0.html.
n
For environments with a small number of virtual machines to protect, you can run
Site Recovery Manager Server and vCenter Server on the same system. For environments that approach
the maximum limits of Site Recovery Manager and vCenter Server, install
Site Recovery Manager Server on a system that is different from the system on which vCenter Server is
installed. If Site Recovery Manager Server and vCenter Server are installed on the same system,
administrative tasks might become more difficult to perform in large environments. Furthermore, if you
install Site Recovery Manager Server in a virtual machine, and this virtual machine is not the same as
the one that runs vCenter Server, you can use vSphere High Availability and VMware Fault Tolerance
to protect the Site Recovery Manager Server virtual machine.
n
When you install and configure Platform Services Controller, vCenter Server, and vSphere Replication,
use fully qualified domain names (FQDN) whenever possible rather than IP addresses. Using FQDN
rather than IP addresses allows you to change the vSphere infrastructure, for example by using DHCP,
without having to redeploy or reconfigure Site Recovery Manager. You must also use FQDN if you use
custom certificates, because most certificate authorities do not accept certificates that use IP addresses
for the SAN or CN value.
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Chapter 6 Installing Site Recovery Manager
n
The way in which you deploy Platform Services Controller, vCenter Server, and vCenter Single Sign-On
on a site affects how you deploy Site Recovery Manager. For information about how the vCenter Server
deployment model affects Site Recovery Manager, see “Site Recovery Manager and vCenter Server
Deployment Models,” on page 26.
n
Obtain the address of the Platform Services Controller instance for both sites. The
Platform Services Controller must be running and accessible during Site Recovery Manager installation.
n
Obtain the vCenter Single Sign-On administrator user name and password for both of the local and
remote sites.
n
Synchronize the clock settings of the systems on which Platform Services Controller, vCenter Server,
and Site Recovery Manager Server run. To avoid conflicts in the time management across these systems,
use a persistent synchronization agent such as network time protocol daemon (NTPD), W32Time, or
VMware Tools time synchronization. If you run Platform Services Controller, vCenter Server, and
Site Recovery Manager Server in virtual machines, set up NTP time synchronization on the ESXi host
on which the virtual machines run. For information about timekeeping best practices, see
http://kb.vmware.com/kb/1318.
n
Obtain a Windows user account with the appropriate privileges on the system on which to install and
run Site Recovery Manager Server. You can configure the Site Recovery Manager service to run under a
specified user account. The account can be a local user or a domain user that is a member of the
Administrators group on the machine on wSite Recovery Managerhich you are installing
Site Recovery Manager. Alternatively, you can configure Site Recovery Manager to run under the Local
System account during installation.
n
Obtain the user name and password for the Site Recovery Manager database, if you are not using the
embedded database.
n
If you do not use the embedded Site Recovery Manager database, configure and start the
Site Recovery Manager database service on both sites before you install the
Site Recovery Manager Server. Each Site Recovery Manager instance requires its own database. See
Chapter 3, “Creating the Site Recovery Manager Database,” on page 15.
n
If you do not use the embedded Site Recovery Manager database, Site Recovery Manager requires a
database source name (DSN) for 64-bit open database connectivity (ODBC). You can create the ODBC
system DSN before you run the Site Recovery Manager installer, or you can create the DSN during the
installation process. For details about creating the ODBC system DSN, see “Create an ODBC System
DSN for Site Recovery Manager,” on page 18. If you use the embedded Site Recovery Manager
database, the Site Recovery Manager installer creates the necessary DSN.
n
To use Site Recovery Manager with vSphere Replication, deploy the appropriate version of
vSphere Replication on both of the protected and recovery sites before you install
Site Recovery Manager Server. The Site Recovery Manager installer verifies the version of
vSphere Replication during installation and stops if it detects an incompatible version. 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 6.0 at
https://www.vmware.com/support/srm/srm-compat-matrix-6-0.html.
n
The Site Recovery Manager installer presents the SSL/TLS certificate of the Platform Services Controller
for validation when it runs. Obtain the necessary information to allow you validate the certificate.
n
If you use custom certificates, obtain an appropriate certificate file. See “Requirements When Using
Custom SSL/TLS Certificates with Site Recovery Manager,” on page 23.
n
Download the Site Recovery Manager installation file to a folder on the machine on which to install
Site Recovery Manager.
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Site Recovery Manager Installation and Configuration
n
Verify that no reboot is pending on the Windows machine on which to install
Site Recovery Manager Server. Verify that no other installation is running, including the silent
installation of Windows updates. Pending reboots or running installations can cause the installation of
Site Recovery Manager Server or the embedded Site Recovery Manager database to fail.
n
Optimize the Adobe Flash Player settings in your browser to increase the amount of storage space that
the vSphere Web Client can use. Performing a recovery with Site Recovery Manager can sometimes
exceed the default amount of storage space that Flash Player is permitted to consume. For information
about how to optimize the Flash Player settings for Site Recovery Manager in the vSphere Web Client,
see http://kb.vmware.com/kb/2106096.
Install Site Recovery Manager Server
You must install Site Recovery Manager Server at the protected site and at the recovery site.
If you are upgrading an existing Site Recovery Manager installation, see Chapter 7, “Upgrading Site
Recovery Manager,” on page 43.
If you are installing Site Recovery Manager in a shared recovery site configuration, see Chapter 9, “Installing
Site Recovery Manager to Use with a Shared Recovery Site,” on page 67.
Prerequisites
n
Perform the tasks and verify that you have the required information listed in “Prerequisites and Best
Practices for Site Recovery Manager Server Installation,” on page 30.
n
If you use an SQL Server database with Integrated Windows Authentication as the
Site Recovery Manager database, you must use the same user account or an account with the same
privileges when you install Site Recovery Manager Server as you used when you created the Integrated
Windows Authentication data source name (DSN) for SQL Server.
Procedure
1
Double-click the Site Recovery Manager installer, select an installation language, and click OK.
2
Follow the installer prompts to accept the license agreement, and verify that you satisfied the
installation prerequisites.
3
Choose where to install Site Recovery Manager Server, and click Next.
n
Keep the default destination folder.
n
Click Change to change the destination folder, and select a target volume.
The default installation folder for Site Recovery Manager is C:\Program Files\VMware\VMware vCenter
Site Recovery Manager. If you use a different folder, the pathname cannot be longer than 120 characters
including the end slash, and cannot include non-ASCII characters.
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Chapter 6 Installing Site Recovery Manager
4
Enter information about the Platform Services Controller at the site where you are installing
Site Recovery Manager and click Next.
Option
Description
Address
The host name or IP address of the Platform Services Controller for the
vCenter Server with which to register Site Recovery Manager. Enter the
host name in lowercase letters. After installation is complete and you are
configuring the connection between the protected and recovery sites,
supply this host name or IP address exactly as you enter it here, because it
is subject to case-sensitive comparisons.
IMPORTANT To facilitate IP address changes in your infrastructure, provide
a fully qualified domain name (FQDN) whenever possible, rather than an
IP address.
IMPORTANT If the Platform Services Controller uses an FQDN rather than
an IP address, you must specify the FQDN when you install
Site Recovery Manager.
HTTPS Port
Accept the default value of 443 or enter a new value if
Platform Services Controller uses a different port.
Platform Services Controller only supports connections over HTTPS and
does not support HTTP connections.
Username
The vCenter Single Sign-On user name for the vCenter Single Sign-On
domain to which this Platform Services Controller instance belongs. This
user account must be a member of the vCenter Single Sign-On
Administrator group on the Platform Services Controller instance. Only
members of the Administrator group have the necessary permissions to
create or recreate the Site Recovery Manager solution user.
Password
The password for the specified vCenter Single Sign-On user name. The
password text box can be empty.
5
If prompted, verify the Platform Services Controller certificate and click Accept to accept it.
6
Select the vCenter Server instance with which to register Site Recovery Manager and click Next.
IMPORTANT The drop-down menu includes all of the vCenter Server instances that are registered with
the Platform Services Controller. In a federated environment, it can also include vCenter Server
instances from other Platform Services Controller instances. Make sure that you select the correct
vCenter Server instance. Once the Site Recovery Manager installation is complete, you cannot modify it
to select a different vCenter Server instance.
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VMware, Inc.
Enter information with which to register the Site Recovery Manager extension with vCenter Server, and
click Next.
Option
Description
Local Site Name
A name for this Site Recovery Manager site, that appears in the
Site Recovery Manager interface. The vCenter Server address is used by
default, but you can enter any name. You cannot use the same name that
you use for another Site Recovery Manager installation with which this
one will be paired.
Administrator E-mail
Email address of the Site Recovery Manager administrator. This
information is required even though you use the standard vCenter Server
alarms to configure email notifications for Site Recovery Manager events.
33
Site Recovery Manager Installation and Configuration
8
Option
Description
Local Host
Name or IP address of the local host. The Site Recovery Manager installer
obtains this value. Only change it if it is incorrect. For example, the local
host might have more than one network interface and the one that the
Site Recovery Manager installer detects is not the interface you want to
use.
IMPORTANT To facilitate IP address changes in your infrastructure, provide
a fully qualified domain name (FQDN) whenever possible, rather than an
IP address.
Listener Port
HTTPS port for all management traffic to Site Recovery Manager Server,
including traffic with external API clients for task automation. The port is
also used by vSphere Web Client to download the Site Recovery Manager
client plugin. This port must be accessible from the vCenter Server proxy
system. Do not change the port unless the default of 9086 causes port
conflicts.
Select the default Site Recovery Manager plug-in identifier, or create a plug-in identifier for this
Site Recovery Manager Server pair, and click Next.
Both Site Recovery Manager Server instances in a of pair of sites must use the same plug-in identifier.
9
34
Option
Description
Default SRM Plug-in Identifier
Use this option when you install Site Recovery Manager in a standard
configuration with one protected site and one recovery site.
Custom SRM Plug-in Identifier
Use this option when you install Site Recovery Manager in a shared
recovery site configuration, with multiple protected sites and one recovery
site. Enter the details of the plug-in identifier.
Plug-in ID
A unique identifier. Assign the same identifier to
the Site Recovery Manager Server instances on the
protected site and the shared recovery site.
Organization
The name of the organization to which this
Site Recovery Manager Server pair belongs. This
name helps to identify to
Site Recovery Manager Server pairs in a shared
recovery site configuration, especially when
multiple organizations use the shared recovery site.
Description
An optional description of this
Site Recovery Manager Server pair.
Select a certificate type and click Next.
Option
Description
Automatically generate certificate
Use an automatically generated certificate:
a Select Automatically generate certificate and click Next.
b Enter text values for your organization and organization unit, typically
your company name and the name of your group in the company.
c Click Next.
Load a certificate file
Use a custom certificate:
a Select Load a certificate file and click Next.
b Click Browse, navigate to the certificate file, and click Open. The
certificate file must contain exactly one certificate with exactly one
private key matching the certificate.
c Enter the certificate password.
d Click Next.
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Chapter 6 Installing Site Recovery Manager
10
11
Select whether to use the embedded database or a custom database, and click Next.
Option
Description
Use the embedded database server
Site Recovery Manager provides a built-in vPostgres database that you can
use with minimal configuration.
Use a custom database server
Select an existing 64-bit DSN from the drop-down menu. You can also
click DSN Setup to start the Windows 64-bit ODBC Administrator tool, to
view the existing DSNs, or to create a new 64-bit system DSN for the
Site Recovery Manager database.
Provide the Site Recovery Manager database configuration information and click Next.
Option
Action
Data Source Name
This option is only visible if you selected Use the embedded database
server. Enter a name for the DSN that the Site Recovery Manager installer
creates when it creates the embedded database. The embedded database
DSN can only contain alphanumeric characters and underscores.
Database Username
n
n
Database Password
n
n
VMware, Inc.
Enter a user name for the database user account that the
Site Recovery Manager installer creates when it creates the embedded
database. The embedded database username can only contain lower
case alphanumeric characters and underscores.
Enter the user name for an existing database user account to use with a
custom database. This option is disabled if you use SQL Server with
Integrated Windows Authentication. In this case, the credentials of the
user account running the Site Recovery Manager installer are used to
authenticate with SQL Server. This account is also used to run the
Site Recovery Manager service, to guarantee that
Site Recovery Manager can connect to the database.
Enter a password for the database user account that the
Site Recovery Manager installer creates when it creates the embedded
database. The password cannot contain any white spaces, quotation
marks, backslashes, or Extended ASCII characters.
Enter the password for an existing database user account to use with a
custom database. This option is disabled if you use SQL Server with
Integrated Windows Authentication.
Database Port
This option is only visible if you selected Use the embedded database
server. You cannot change this value.
Connection Count
Enter the initial connection pool size. If all connections are in use and a
new one is needed, a connection is created as long as it does not exceed the
maximum number of connections allowed. It is faster for
Site Recovery Manager to use a connection from the pool than to create
one. The maximum value that you can set depends on your database
configuration. In most cases, it is not necessary to change this setting.
Before changing this setting, consult with your database administrator.
Setting the value too high can lead to database errors.
Max Connections
Enter the maximum number of database connections that can be open
simultaneously. The maximum value that you can set depends on your
database configuration. If the database administrator restricted the number
of connections that the database can have open, this value cannot exceed
that number. In most cases, it is not necessary to change this setting. Before
you change this setting, consult with your database administrator. Setting
the value too high can lead to database errors.
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Site Recovery Manager Installation and Configuration
12
Select the user account under which to run the Site Recovery Manager Server service and click Next.
n
Select Use Local System Account to run the Site Recovery Manager Server service under the Local
System account.
n
Enter the username and password of an existing LDAP user account to run the
Site Recovery Manager Server service under a different user account. This can be any user account,
including local users, that is a member of the built-in Administrators group.
This option is not available if you use an SQL Server database with Integrated Windows
Authentication. In this case, the Site Recovery Manager Server service runs under the account that you
use to install Site Recovery Manager.
13
Click Install.
14
When the installation is finished, click Finish.
15
Repeat steps Step 1 through Step 14 on the other site.
Connect the Site Recovery Manager Server Instances on the
Protected and Recovery Sites
Before you can use Site Recovery Manager, you must connect the Site Recovery Manager Server instances on
the protected and recovery sites. This is known as site pairing.
Prerequisites
n
Verify that you installed Site Recovery Manager Server instances at the protected and recovery sites.
n
If you did not select the default plug-in ID when you installed Site Recovery Manager Server, you must
have assigned the same custom plug-in ID to the Site Recovery Manager Server instances on each of the
sites.
Procedure
1
Connect to vSphere Web Client on one of the sites, and select Site Recovery > Sites.
2
On the Objects tab, right-click a site and select Pair Site.
3
Enter the address of the Platform Services Controller for the Site Recovery Manager Server on the
remote site, and click Next.
The address that you provide for the Platform Services Controller must be an exact match of the of
address that you provided when you installed Site Recovery Manager Server on the remote site.
IMPORTANT To facilitate IP address changes in your infrastructure, provide a fully qualified domain
name (FQDN) whenever possible, rather than an IP address.
4
Select the vCenter Server instance with which Site Recovery Manager Server is registered on the remote
site, provide the vCenter Single Sign-On username and password, and click Finish.
The protected and recovery sites are connected. The remote site appears under Sites in the
Site Recovery Manager interface.
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Chapter 6 Installing Site Recovery Manager
Establish a Client Connection to the Remote
Site Recovery Manager Server Instance
After you connect the Site Recovery Manager Server instances, you must establish a connection from the
Site Recovery Manager interface in the vSphere Web Client to the remote Site Recovery Manager Server.
You require a client connection to the remote Site Recovery Manager Server to perform operations that
affect both sites, such as configuring inventory mappings and creating protection groups. If you do not
establish the client connection, Site Recovery Manager prompts you to log in to the remote site when you
attempt operations that affect both sites.
Prerequisites
You connected the Site Recovery Manager Server instances on the protected and recovery sites.
Procedure
1
Connect to vSphere Web Client on one of the sites, and select Site Recovery > Sites.
2
Right-click the remote site, select Login Site, enter the vCenter Single Sign-On username and password
for the remote site, and click OK.
Install the Site Recovery Manager License Key
Site Recovery Manager Server requires a license key to operate. Install a Site Recovery Manager license key
as soon as possible after you install Site Recovery Manager.
Prerequisites
Site Recovery Manager uses the vSphere licensing infrastructure for license management. Ensure that you
have sufficient vSphere licenses for Site Recovery Manager to protect and recover virtual machines on both
sites.
Procedure
1
Connect vSphere Web Client to a vCenter Server instance on which Site Recovery Manager is installed.
2
On the vSphere Web Client Home tab, click Licensing.
3
Click the plus sign on the Licenses tab.
4
Enter the Site Recovery Manager license key in the License Keys text box and click Next.
5
Update the license name, review the details of the license, and click Finish.
6
Click the Assets tab and click Solutions.
7
Right-click the Site Recovery Manager site and select Assign License.
8
Select the license from the list of available licenses, and click OK.
9
Repeat step Step 1 through Step 8 to assign Site Recovery Manager license keys to all appropriate
vCenter Server instances.
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Site Recovery Manager Installation and Configuration
Modify a Site Recovery Manager Server Installation
To change some of the information that you supplied when you installed Site Recovery Manager Server, you
can run the Site Recovery Manager installer in modify mode.
Installing Site Recovery Manager Server binds the installation to a number of values that you supply,
including the Platform Services Controller and vCenter Server instances to extend, the
Site Recovery Manager database type, DSN and credentials, the certificate, and so on. The
Site Recovery Manager installer provides a modify mode that allows you to change some of the values that
you configured when you installed Site Recovery Manager Server:
n
The vCenter Single Sign-On user name and password, if they changed since you installed
Site Recovery Manager
n
The information with which you register Site Recovery Manager with vCenter Server
n
Upload or generate a new certificate
n
The user name, password, and connection numbers for the Site Recovery Manager database
n
The user account under which the Site Recovery Manager Server service runs
NOTE If you change the certificate that vCenter Server or Platform Services Controller uses, you must run
the Site Recovery Manager installer in modify mode. Running the Site Recovery Manager installer in modify
mode updates the Site Recovery Manager certificate thumbprints to reflect the new vCenter Server or
Platform Services Controller certificate.
Prerequisites
Verify that you have administrator privileges on Site Recovery Manager Server or that you are a member of
the Administrators group. Disable Windows User Account Control (UAC) before you attempt the change
operation or select Run as administrator when you start the Site Recovery Manager installer.
Procedure
1
Log in to the Site Recovery Manager Server host.
2
Open Programs and Features from the Windows Control Panel.
3
Select the entry for VMware vCenter Site Recovery Manager and click Change.
4
Click Next.
5
Select Modify and click Next.
6
Verify or modify the information with which to register the Site Recovery Manager extension with
Platform Services Controller, and click Next.
7
38
Option
Description
Address
You cannot use the installer's modify mode to change the
Platform Services Controller instance with which to register
Site Recovery Manager after the initial installation.
HTTPS Port
You cannot use the installer's modify mode to change the
Platform Services Controller port after the initial installation.
Username
Modify the vCenter Single Sign-On user name, if it has changed since the
initial installation.
Password
Enter the vCenter Single Sign-On password.
If prompted, verify the Platform Services Controller certificate and click Accept to accept it.
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Chapter 6 Installing Site Recovery Manager
8
Verify the vCenter Server instance that Site Recovery Manager extends, and click Next.
You cannot use the installer's modify mode to change the vCenter Server instance that
Site Recovery Manager extends.
9
10
Verify or modify the information with which to register the Site Recovery Manager extension with
vCenter Server, and click Next.
Option
Description
Local Site Name
You cannot change this value.
Administrator E-mail
Modify this value if the Site Recovery Manager administrator has changed
after you installed Site Recovery Manager Server.
Local Host
The address of the host on which Site Recovery Manager Server runs. If
you change this value, you must either regenerate the certificate or provide
a new certificate that includes the new address in Step 10.
IMPORTANT To facilitate IP address changes in your infrastructure, provide
a fully qualified domain name (FQDN) whenever possible, rather than an
IP address.
Listener Port
The port for all HTTPS traffic between Site Recovery Manager Server and
vCenter Server.
Select a certificate type and click Next.
Option
Description
Automatically generate a certificate
Select this option to generate a new auto-generated certificate.
Use a PKCS #12 certificate file
Select this option to upload a new custom certificate.
Use existing certificate
Select this option to retain the current certificate. If the installed certificate
is not valid, this option is unavailable.
If you do not select Use existing certificate, you are prompted to supply additional details such as the
certificate location or strings to use for Organization and Organizational Unit.
IMPORTANT If you modified the Local Host value for Site Recovery Manager Server in Step 9, you must
select Automatically generate a certificate to regenerate the certificate or Use a PKCS #12 certificate
file to upload a certificate that includes the new Site Recovery Manager Server address. If you select
Use existing certificate, the installation modification succeeds, but attempts to log in to
Site Recovery Manager fail because the certificate contains an incorrect address for the
Site Recovery Manager Server host.
11
Verifiy or modify the database configuration information and click Next.
If you selected the embedded database when you installed Site Recovery Manager, you cannot modify
the installation to use an external database, or the reverse.
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Option
Description
Data Source Name
The DSN for the Site Recovery Manager database. You cannot change this
value if you use the embedded database.
Database User Name
A user ID valid for the specified database. Modify this value if the
database user account has changed after you installed
Site Recovery Manager Server.
Database Password
The password for the specified user ID. Modify this value if the password
for the database user account has changed after you installed
Site Recovery Manager Server. You must enter this value in all cases.
Database Port
You cannot change this value if you use the embedded database.
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Site Recovery Manager Installation and Configuration
12
13
Option
Description
Connection Count
Modify the initial connection pool size. If all connections are in use and a
new one is needed, a connection is created as long as it does not exceed the
maximum number of connections allowed. It is faster for
Site Recovery Manager to use a connection from the pool than to create
one. The maximum value that you can set depends on your database
configuration. In most cases, it is not necessary to change this setting.
Before changing this setting, consult with your database administrator.
Setting the value too high can lead to database errors.
Max Connections
Modify the maximum number of database connections that can be open
simultaneously. The maximum value that you can set depends on your
database configuration. If the database administrator restricted the number
of connections that the database can have open, this value cannot exceed
that number. In most cases, it is not necessary to change this setting. Before
you change this setting, consult with your database administrator. Setting
the value too high can lead to database errors.
Select or deselect the Use Local System account check box to change the user account under which the
Site Recovery Manager Server service runs, and click Next.
n
If you deselect Use Local System account, you must provide a username and password for a valid
user account.
n
If you are using SQL Server with Integrated Windows Authentication, the username text box
shows the username of the account that is running the installer and cannot be modified.
Click Install to modify the installation.
The installer makes the requested modifications and restarts the Site Recovery Manager Server.
14
When the modification operation is finished and the Site Recovery Manager Server restarts, log in to the
vSphere Web Client to check the status of the connection between the protected site and the recovery
site.
15
(Optional) If the connection between the protected site and the recovery site is broken, reconfigure the
connection, starting from the Site Recovery Manager Server that you updated.
Repair a Site Recovery Manager Server Installation
You can run the Site Recovery Manager installer in repair mode to repair a Site Recovery Manager Server
installation.
Running the installer in repair mode fixes missing or corrupted files, shortcuts, and registry entries in the
Site Recovery Manager Server installation.
CAUTION Do not run the Site Recovery Manager installer in repair mode on the protected site and on the
recovery site simultaneously.
Prerequisites
Verify that you have administrator privileges on Site Recovery Manager Server or that you are a member of
the Administrators group. Disable Windows User Account Control (UAC) before you attempt the change
operation or select Run as administrator when you start the Site Recovery Manager installer.
Procedure
40
1
Log in to the Site Recovery Manager Server host.
2
Open Programs and Features from the Windows Control Panel.
3
Select the entry for VMware vCenter Site Recovery Manager and click Change.
4
Click Next.
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Chapter 6 Installing Site Recovery Manager
5
Select Repair and click Next.
6
Click Install to repair the installation.
The installer makes any necessary repairs and restarts Site Recovery Manager Server.
Site Recovery Manager Server Does Not Start
Site Recovery Manager depends on other services. If one of those services is not running, the
Site Recovery Manager Server does not start.
Problem
After you install, repair, or modify Site Recovery Manager by running the Site Recovery Manager installer,
or after you reboot the Site Recovery Manager Server, the Site Recovery Manager Server does not start, or
else starts and then stops.
Cause
The Site Recovery Manager Server might not start if vCenter Server is not running, if it cannot connect to the
Site Recovery Manager database, or if other services that Site Recovery Manager requires are not running.
Solution
1
Check the latest Site Recovery Manager Server log file and the Windows Event Viewer for errors.
Most errors appear in the Site Recovery Manager Server log file. Other errors can appear in the
Windows Event Viewer. For example, the Site Recovery Manager database initializes before the
Site Recovery Manager logging service starts. If errors occur during database initialization, they appear
in the Windows Event Viewer. Errors related to certificate validity also appear in the Windows Event
Viewer.
2
Verify that the vCenter Server instance that Site Recovery Manager extends is running.
If the vCenter Server service is running on a different host to the Site Recovery Manager Server and the
vCenter Server service stops, the Site Recovery Manager Server will start succesfully and then stop after
a short period.
3
Verify that the Site Recovery Manager database service is running.
n
If you use the embedded database, check that the VMware Postgres service is running.
n
If you use an external database, check that the appropriate SQL Server or Oracle Server service is
running.
4
Log in to the machine on which you installed the Site Recovery Manager Server.
5
Run the Site Recovery Manager installer in modify mode to check that the installation is configured
correctly.
To facilitate IP address changes in your infrastructure, provide fully qualified domain name (FQDN)
whenever possible, rather than IP addresses.
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n
Check that the address for Platform Services Controller is correct.
n
If the vCenter Single Sign-On password has changed since you installed Site Recovery Manager,
enter the new password.
n
Check that the vCenter Server address is correct. If the vCenter Server address has changed since
you installed Site Recovery Manager, for example if the Site Recovery Manager machine uses
DHCP instead of a static address, remove, reinstall, and reconfigure Site Recovery Manager.
n
Check that the local host address for Site Recovery Manager Server is correct.
n
Check that the credentials for the Site Recovery Manager database are correct.
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Site Recovery Manager Installation and Configuration
n
Verify that the Site Recovery Manager database permits sufficient connections. If the
Site Recovery Manager logs contain the message GetConnection: Still waiting for available
connections, increase the maximum number of database connections. Consult with your database
administrator before changing these settings.
n
Check that the user account for the Site Recovery Manager service is correct. If you use an account
other than the Local System account, check that the username and password are correct.
To facilitate IP address changes in your infrastructure, provide fully qualified domain name ( FQDN)
whenever possible, rather than IP addresses.
6
Run the Windows ODBC Data Source Administrator utility to check that Site Recovery Manager can
connect to the Site Recovery Manager database.
a
Open, C:\Windows\System32\Odbcad32.exe.
b
Select the system DSN for Site Recovery Manager and click Configure.
c
Check the database settings.
d
n
Check that Site Recovery Manager is attempting to connect to the correct database server.
n
Check that the login credentials for the Site Recovery Manager database are correct.
n
Check that the authentication method is correct.
Click Test Data Source.
If the connection is configured correctly, the ODBC Data Source Test window shows a positive
result.
e
7
Open the Windows Server Manager utility and select Configuration > Services.
8
Verify that the services that Site Recovery Manager requires are running.
9
42
If the connection test fails, reconfigure the Site Recovery Manager database by using the
administration software from your database provider.
n
Windows Server
n
Windows Workstation
n
Protected Storage
Select the VMware vCenter Site Recovery Manager Server service in the Windows Server Manager
utility and click Start or Restart.
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Upgrading Site Recovery Manager
7
You can upgrade existing Site Recovery Manager installations. The Site Recovery Manager upgrade process
preserves existing information about Site Recovery Manager configurations.
Because of update release schedules, upgrading to certain Site Recovery Manager 6.0.x update releases is not
supported for all 5.5.x and 5.8.x releases. For information about supported upgrade paths, see Solution
Upgrade Path > VMware vCenter Site Recovery Manager in the VMware Product Interoperability Matrixes
at http://partnerweb.vmware.com/comp_guide2/sim/interop_matrix.php? before you upgrade.
IMPORTANT Upgrading from Site Recovery Manager 5.0.x and 5.1.x to Site Recovery Manager 6.0 is not
supported. Upgrade Site Recovery Manager 5.0.x and 5.1.x to a Site Recovery Manager 5.5.x or 5.8.x release
before you upgrade to Site Recovery Manager 6.0.
n
See Upgrading Site Recovery Manager in the Site Recovery Manager 5.5 documentation for information
about upgrading to 5.5.x.
n
See Upgrading Site Recovery Manager in the Site Recovery Manager 5.8 documentation for information
about upgrading to 5.8.x.
After you upgrade the Site Recovery Manager Server instances, the Site Recovery Manager plug-in appears
in the vSphere Web Client. You use the Site Recovery Manager plug-in in the vSphere Web Client for the
vCenter Server instances on the protected and recovery sites to configure and manage
Site Recovery Manager. Site Recovery Manager 6.0 does not support the vSphere Client for Windows.
For the supported upgrade paths for other Site Recovery Manager releases, see the release notes for those
releases. Alternatively, see the Solution Upgrade Path section of the VMware Product Interoperability Matrixes
at http://partnerweb.vmware.com/comp_guide2/sim/interop_matrix.php?.
To revert to Site Recovery Manager 5.5.x or 5.8.x after upgrading to Site Recovery Manager 6.0, see “Revert
to a Previous Release of Site Recovery Manager,” on page 58.
n
Information That Site Recovery Manager Upgrade Preserves on page 44
The Site Recovery Manager upgrade procedure preserves information from existing installations.
n
Types of Upgrade that Site Recovery Manager Supports on page 45
Upgrading Site Recovery Manager requires that you upgrade vCenter Server. Site Recovery Manager
supports different upgrade configurations.
n
Upgrade Site Recovery Manager on page 46
You perform several tasks to upgrade Site Recovery Manager.
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Site Recovery Manager Installation and Configuration
Information That Site Recovery Manager Upgrade Preserves
The Site Recovery Manager upgrade procedure preserves information from existing installations.
Site Recovery Manager preserves settings and configurations that you created for the previous release.
n
Datastore groups
n
Protection groups
n
Inventory mappings
n
Recovery plans
n
IP customizations for individual virtual machines
n
Custom roles and their memberships
n
Site Recovery Manager object permissions in vSphere
n
Custom alarms and alarm actions
n
Test plan histories
n
Security certificates
n
Mass IP customization files (CSVs)
IMPORTANT During an upgrade, Site Recovery Manager preserves only protection groups and recovery
plans that are in a valid state. Site Recovery Manager discards protection groups or recovery plans that are
in an invalid state.
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Chapter 7 Upgrading Site Recovery Manager
Types of Upgrade that Site Recovery Manager Supports
Upgrading Site Recovery Manager requires that you upgrade vCenter Server. Site Recovery Manager
supports different upgrade configurations.
Table 7‑1. Types of vCenter Server and Site Recovery Manager Upgrades
Upgrade Type
Description
Supported
In-place upgrade of
Site Recovery Manager
The simplest upgrade path. This path
involves upgrading the
vCenter Server instances associated
with Site Recovery Manager before
upgrading
Site Recovery Manager Server. Run
the new version of the
Site Recovery Manager installer on
the existing
Site Recovery Manager Server host
machine, connecting to the existing
database.
Yes
Upgrade Site Recovery Manager with
migration
This path involves upgrading the
vCenter Server instances associated
with Site Recovery Manager before
upgrading
Site Recovery Manager Server. To
migrate Site Recovery Manager to a
different host or virtual machine as
part of the Site Recovery Manager
upgrade, stop the existing
Site Recovery Manager Server. Do
not uninstall the previous release of
Site Recovery Manager Server and
make sure that you retain the
database contents. Run the new
version of the Site Recovery Manager
installer on the new host or virtual
machine, connecting to the existing
database.
Yes
New vCenter Server installation with
migration of Site Recovery Manager
Create new installations of
vCenter Server and migrate
Site Recovery Manager Server to
these new vCenter Server instances.
No. You cannot migrate
Site Recovery Manager Server to a new
installation of vCenter Server.
Site Recovery Manager requires
unique object identifiers on the
vCenter Server that are not available if
you use a new vCenter Server
installation. To use a new
vCenter Server installation you must
create a new
Site Recovery Manager Server
installation.
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Site Recovery Manager Installation and Configuration
Upgrade Site Recovery Manager
You perform several tasks to upgrade Site Recovery Manager.
Because of update release schedules, upgrading to certain Site Recovery Manager 6.0.x update releases is not
supported for all 5.5.x and 5.8.x releases. For information about supported upgrade paths, see Solution
Upgrade Path > VMware vCenter Site Recovery Manager in the VMware Product Interoperability Matrixes
at http://partnerweb.vmware.com/comp_guide2/sim/interop_matrix.php? before you upgrade.
IMPORTANT Upgrading from Site Recovery Manager 5.0.x and 5.1.x to Site Recovery Manager 6.0 is not
supported. Upgrade Site Recovery Manager 5.0.x and 5.1.x to a Site Recovery Manager 5.5.x or 5.8.x release
before you upgrade to Site Recovery Manager 6.0.
n
See Upgrading Site Recovery Manager in the Site Recovery Manager 5.5 documentation for information
about upgrading to 5.5.x.
n
See Upgrading Site Recovery Manager in the Site Recovery Manager 5.8 documentation for information
about upgrading to 5.8.x.
You must perform the upgrade tasks in order. Complete all of the upgrade tasks on the protected site first,
then complete the tasks on the recovery site.
Procedure
1
Order of Upgrading vSphere and Site Recovery Manager Components on page 47
You must upgrade certain components of your vSphere environment before you upgrade
Site Recovery Manager.
2
Prerequisites and Best Practices for Site Recovery Manager Upgrade on page 47
Before you upgrade Site Recovery Manager, you must perform preparatory tasks on both
Site Recovery Manager sites and verify that you have certain information.
3
In-Place Upgrade of Site Recovery Manager Server on page 50
An in-place upgrade provides a quick way to upgrade Site Recovery Manager Server without
changing the information that you provided for the previous installation.
4
Upgrade Site Recovery Manager Server with Migration on page 52
You can upgrade Site Recovery Manager and migrate Site Recovery Manager Server to a different host
than the previous Site Recovery Manager Server installation.
5
Configure and Verify the Upgraded Site Recovery Manager Installation on page 57
You must configure the upgraded components to establish a working Site Recovery Manager
installation.
6
Revert to a Previous Release of Site Recovery Manager on page 58
To revert to a previous release of Site Recovery Manager, you must uninstall Site Recovery Manager
from the protected and recovery sites. You can then reinstall the previous release.
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Chapter 7 Upgrading Site Recovery Manager
Order of Upgrading vSphere and Site Recovery Manager Components
You must upgrade certain components of your vSphere environment before you upgrade
Site Recovery Manager.
Upgrade the components on the protected site before you upgrade the components on the recovery site.
Upgrading the protected site first allows you to perform a disaster recovery on the recovery site if you
encounter problems during the upgrade that render the protected site unusable. The exception is the ESXi
hosts, which you can upgrade after you finish upgrading the other components on the protected and
recovery sites.
IMPORTANT If you configured bidirectional protection, in which each site acts as the recovery site for the
virtual machines on the other site, upgrade the most critical of the sites first.
1
Upgrade all components of vCenter Server on the protected site.
2
If you use vSphere Replication, upgrade the vSphere Replication deployment on the protected site.
3
Upgrade Site Recovery Manager Server on the protected site.
4
If you use array-based replication, upgrade the storage replication adapters (SRA) on the protected site.
5
Upgrade all components of vCenter Server on the recovery site.
6
If you use vSphere Replication, upgrade the vSphere Replication deployment on the recovery site.
7
Upgrade Site Recovery Manager Server on the recovery site.
8
If you use array-based replication, upgrade the storage replication adapters (SRA) on the recovery site.
9
Verify the connection between the Site Recovery Manager sites.
10
Verify that your protection groups and recovery plans are still valid.
11
Upgrade ESXi Server on the recovery site.
12
Upgrade ESXi Server on the protected site.
13
Upgrade the virtual hardware and VMware Tools on the virtual machines on the ESXi hosts.
Prerequisites and Best Practices for Site Recovery Manager Upgrade
Before you upgrade Site Recovery Manager, you must perform preparatory tasks on both
Site Recovery Manager sites and verify that you have certain information.
n
Make a full backup of the Site Recovery Manager database by using the tools that the database software
provides. For information about how to back up the embedded database, see “Back Up and Restore the
Embedded vPostgres Database,” on page 17. Migration of data from an external database to the
embedded database is not supported. Failure to back up the database results in the loss of all
Site Recovery Manager data if the upgrade fails.
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Site Recovery Manager Installation and Configuration
n
Because of update release schedules, upgrading to certain Site Recovery Manager 6.0.x update releases
is not supported for all 5.5.x and 5.8.x releases. For information about supported upgrade paths, see
Solution Upgrade Path > VMware vCenter Site Recovery Manager in the VMware Product
Interoperability Matrixes at http://partnerweb.vmware.com/comp_guide2/sim/interop_matrix.php?
before you upgrade.
IMPORTANT Upgrading from Site Recovery Manager 5.0.x and 5.1.x to Site Recovery Manager 6.0 is not
supported. Upgrade Site Recovery Manager 5.0.x and 5.1.x to a Site Recovery Manager 5.5.x or 5.8.x
release before you upgrade to Site Recovery Manager 6.0.
48
n
See Upgrading Site Recovery Manager in the Site Recovery Manager 5.5 documentation for
information about upgrading to 5.5.x.
n
See Upgrading Site Recovery Manager in the Site Recovery Manager 5.8 documentation for
information about upgrading to 5.8.x.
n
The local and remote vCenter Server instances must be running when you upgrade
Site Recovery Manager.
n
Upgrade vCenter Server and install the appropriate version of Platform Services Controller on the site
on which you are upgrading Site Recovery Manager.
n
For information about how to upgrade vCenter Server and its components, see vSphere Upgrade in
the VMware vSphere ESXi and vCenter Server 6.0 Documentation.
n
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 6.0 at
https://www.vmware.com/support/srm/srm-compat-matrix-6-0.html.
n
For information about the order in which to upgrade the components on each site, see “Order of
Upgrading vSphere and Site Recovery Manager Components,” on page 47.
n
Upgrade all of the vCenter Server components and Site Recovery Manager on one site before you
upgrade vCenter Server and Site Recovery Manager on the other site.
n
For environments with a small number of virtual machines to protect, you can run
Site Recovery Manager Server and vCenter Server on the same system. For environments that approach
the maximum limits of Site Recovery Manager and vCenter Server, install
Site Recovery Manager Server on a system that is different from the system on which vCenter Server is
installed. If Site Recovery Manager Server and vCenter Server are installed on the same system,
administrative tasks might become more difficult to perform in large environments. Furthermore, if you
install Site Recovery Manager Server in a virtual machine, and this virtual machine is not the same as
the one that runs vCenter Server, you can use vSphere High Availability and VMware Fault Tolerance
to protect the Site Recovery Manager Server virtual machine.
n
When you install and configure Platform Services Controller, vCenter Server, and vSphere Replication,
use fully qualified domain names (FQDN) whenever possible rather than IP addresses. Using FQDN
rather than IP addresses allows you to change the vSphere infrastructure, for example by using DHCP,
without having to redeploy or reconfigure Site Recovery Manager. You must also use FQDN if you use
custom certificates, because most certificate authorities do not accept certificates that use IP addresses
for the SAN or CN value.
n
The way in which you deploy Platform Services Controller, vCenter Server, and vCenter Single Sign-On
on a site affects how you deploy Site Recovery Manager. For information about how the vCenter Server
deployment model affects Site Recovery Manager, see “Site Recovery Manager and vCenter Server
Deployment Models,” on page 26.
n
Obtain the address of the Platform Services Controller instance for both sites. The
Platform Services Controller must be running and accessible during Site Recovery Manager installation.
n
Obtain the vCenter Single Sign-On administrator user name and password for both of the local and
remote sites.
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Chapter 7 Upgrading Site Recovery Manager
n
Synchronize the clock settings of the systems on which Platform Services Controller, vCenter Server,
and Site Recovery Manager Server run. To avoid conflicts in the time management across these systems,
use a persistent synchronization agent such as network time protocol daemon (NTPD), W32Time, or
VMware Tools time synchronization. If you run Platform Services Controller, vCenter Server, and
Site Recovery Manager Server in virtual machines, set up NTP time synchronization on the ESXi host
on which the virtual machines run. For information about timekeeping best practices, see
http://kb.vmware.com/kb/1318.
n
Obtain the user name and password for the Site Recovery Manager database, if you are not using the
embedded database.
n
If you use Site Recovery Manager with vSphere Replication, upgrade vSphere Replication before you
upgrade Site Recovery Manager Server. The Site Recovery Manager installer verifies the version of
vSphere Replication during installation and stops if it detects an incompatible version.
n
For information about how to upgrade vSphere Replication, see Upgrading vSphere Replication in
vSphere Replication Administration.
n
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 6.0 at https://www.vmware.com/support/srm/srm-compat-matrix-6-0.html.
n
The Site Recovery Manager installer presents the SSL/TLS certificates of the vCenter Server components
for validation when it runs. Obtain the necessary information to allow you validate the certificates for
the Platform Services Controller instance on the local site and the Platform Services Controller and
vCenter Server instances on the remote site.
n
If you use custom certificates, obtain an appropriate certificate file. Custom certificates must use at least
the SHA1, or preferably SHA256, thumbprint algorithm. This release of Site Recovery Manager does
not support certificates that use the MD5 thumbprint algorithm. If you use MD5 certificates with a
previous installation of Site Recovery Manager, you must obtain a new certificate with a stronger
signature algorithm before you upgrade Site Recovery Manager. See “Requirements When Using
Custom SSL/TLS Certificates with Site Recovery Manager,” on page 23.
n
Download the Site Recovery Manager installation file to a folder on the machines on which to upgrade
Site Recovery Manager.
n
Verify that no reboot is pending on the Windows machine on which to install
Site Recovery Manager Server. Verify that no other installation is running, including the silent
installation of Windows updates. Pending reboots or running installations can cause the installation of
Site Recovery Manager Server or the embedded Site Recovery Manager database to fail.
n
IMPORTANT Verify that there are no pending cleanup operations on recovery plans and that there are no
configuration issues for the virtual machines that Site Recovery Manager protects.
n
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n
All recovery plans are in the Ready state.
n
The protection status of all of the protection groups is OK.
n
The protection status of all of the individual virtual machines in the protection groups is OK.
n
The recovery status of all of the protection groups is Ready.
Optimize the Adobe Flash Player settings in your browser to increase the amount of storage space that
the vSphere Web Client can use. Performing a recovery with Site Recovery Manager can sometimes
exceed the default amount of storage space that Flash Player is permitted to consume. For information
about how to optimize the Flash Player settings for Site Recovery Manager in the vSphere Web Client,
see http://kb.vmware.com/kb/2106096.
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Site Recovery Manager Installation and Configuration
In-Place Upgrade of Site Recovery Manager Server
An in-place upgrade provides a quick way to upgrade Site Recovery Manager Server without changing the
information that you provided for the previous installation.
With an in-place upgrade, you upgrade Site Recovery Manager Server on the same host machine as an
existing Site Recovery Manager Server installation. To upgrade Site Recovery Manager and migrate the
Site Recovery Manager Server to a different host machine, see “Upgrade Site Recovery Manager Server with
Migration,” on page 52.
When you upgrade an existing 5.5.x or 5.8.x version of Site Recovery Manager Server to 6.0, you must
provide the address of the Platform Services Controller that the upgraded vCenter Server instance uses. For
the subsequent steps of the upgrade, the Site Recovery Manager installer reuses information about
vCenter Server connections, certificates, and database configuration from the previous
Site Recovery Manager installation. The installer populates the text boxes in the installation wizard with the
values from the previous installation.
To change installation information, for example, database connections, certificate location, or administrator
credentials, you must run the installer in modify mode after you upgrade an existing
Site Recovery Manager Server.
If existing configuration information is invalid for the upgrade, the upgrade fails. For example, the upgrade
fails if the database is not accessible at the same DSN, or if vCenter Server is not accessible at the same port.
You cannot change the vCenter Server instance to which Site Recovery Manager connects. To connect to a
different vCenter Server instance, you must install a new Site Recovery Manager Server.
If you are updating an existing Site Recovery Manager 6.0 release to a 6.0.x update release, not all of the
steps in the procedure apply.
Prerequisites
n
You completed the tasks and obtained the information described in “Prerequisites and Best Practices for
Site Recovery Manager Upgrade,” on page 47.
n
Log in to the Site Recovery Manager host machine to upgrade. Log in using an account with sufficient
privileges. This is often an Active Directory domain administrator, but can also be a local administrator.
n
If you use an SQL Server database with Integrated Windows Authentication as the
Site Recovery Manager database, use the same user account or an account with the same privileges
when you upgrade Site Recovery Manager Server as you used when you created the Integrated
Windows Authentication data source name (DSN) for SQL Server.
Procedure
1
Double-click the Site Recovery Manager installer, select an installation language, and click OK.
2
Follow the installer prompts to accept the license agreement, and verify that you satisfied the
installation prerequisites.
3
Choose where to install Site Recovery Manager Server, and click Next.
n
Keep the default destination folder.
n
Click Change to change the destination folder, and select a target volume.
The default installation folder for Site Recovery Manager is C:\Program Files\VMware\VMware vCenter
Site Recovery Manager. If you use a different folder, the pathname cannot be longer than 120 characters
including the end slash, and cannot include non-ASCII characters.
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4
Enter information about the Platform Services Controller at the site where you are upgrading
Site Recovery Manager Server and click Next.
Option
Description
Address
The host name or IP address of the Platform Services Controller for the
vCenter Server with which to register Site Recovery Manager. Enter the
host name in lowercase letters. After installation is complete and you are
configuring the connection between the protected and recovery sites,
supply this host name or IP address exactly as you enter it here, because it
is subject to case-sensitive comparisons.
IMPORTANT To facilitate IP address changes in your infrastructure, provide
a fully qualified domain name (FQDN) whenever possible, rather than an
IP address.
IMPORTANT If the Platform Services Controller uses an FQDN rather than
an IP address, you must specify the FQDN when you install
Site Recovery Manager.
HTTPS Port
Accept the default value of 443 or enter a new value if
Platform Services Controller uses a different port.
Platform Services Controller only supports connections over HTTPS and
does not support HTTP connections.
Username
The vCenter Single Sign-On user name for the vCenter Single Sign-On
domain to which this Platform Services Controller instance belongs. This
user account must be a member of the vCenter Single Sign-On
Administrator group on the Platform Services Controller instance. Only
members of the Administrator group have the necessary permissions to
create or recreate the Site Recovery Manager solution user.
Password
The password for the specified vCenter Single Sign-On user name. The
password text box can be empty.
5
If prompted, verify the Platform Services Controller certificate and click Accept to accept it.
6
Verify the vCenter Server instance with which the Site Recovery Manager Server instance to upgrade is
registered, and click Next.
You cannot change the vCenter Server instance that Site Recovery Manager extends during upgrade.
7
Verify the Administrator E-mail, Local Host, and Listener Port values and click Next.
8
Select a certificate type and click Next.
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Option
Description
Automatically generate certificate
Use an automatically generated certificate:
a Select Automatically generate certificate and click Next.
b Enter text values for your organization and organization unit, typically
your company name and the name of your group in the company.
c Click Next.
Load a certificate file
Use a custom certificate:
a Select Load a certificate file and click Next.
b Click Browse, navigate to the certificate file, and click Open. The
certificate file must contain exactly one certificate with exactly one
private key matching the certificate.
c Enter the certificate password.
d Click Next.
Enter the password for the Site Recovery Manager database, and click Next.
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Site Recovery Manager Installation and Configuration
10
Select the user account under which to run the Site Recovery Manager Server service and click Next.
n
Select Use Local System Account to run the Site Recovery Manager Server service under the Local
System account.
n
Enter the username and password of an existing LDAP user account to run the
Site Recovery Manager Server service under a different user account. This can be any user account,
including local users, that is a member of the built-in Administrators group.
This option is not available if you use an SQL Server database with Integrated Windows
Authentication. In this case, the Site Recovery Manager Server service runs under the account that you
use to install Site Recovery Manager.
11
Enter the address and port number of the vCenter Server instance on the remote site, and click Next.
If the Site Recovery Manager Server instance that you are upgrading is not paired, you can leave these
values empty.
IMPORTANT The installer uses the address and port of the vCenter Server instance on the remote site to
update many pieces of information in the Site Recovery Manager database. If you provide the address
of the incorrect vCenter Server instance, or if you leave the text boxes empty when
Site Recovery Manager is paired, you risk corrupting the data in the Site Recovery Manager database.
If you have not upgraded vCenter Server on the remote site to 6.0, the default port is 80 (HTTP). If you
have upgraded vCenter Server on the remote site to 6.0, the default port is 443 (HTTPS). You can check
the port number for vCenter Server on the remote site in the vSphere Web Client.
a
Connect to vCenter Server on the remote site in the vSphere Web Client.
b
Select the vCenter Server instance.
c
Click the Manage tab, click Settings, and click General.
12
Click Install.
13
When the installation is finished, click Finish.
What to do next
n
Log in to vSphere Web Client, or if you are already connected to vSphere Web Client, log out of
vSphere Web Client and log in again. The upgraded Site Recovery Manager extension appears in
vSphere Web Client. You might need to clear the browser cache for the upgrade to appear in
vSphere Web Client. If the upgrade still does not appear, restart the vSphere Web Client service.
n
Repeat the procedure to upgrade the Site Recovery Manager Server on the other Site Recovery Manager
site.
n
When you have upgraded both sites, perform the post-upgrade tasks in “Configure and Verify the
Upgraded Site Recovery Manager Installation,” on page 57.
Upgrade Site Recovery Manager Server with Migration
You can upgrade Site Recovery Manager and migrate Site Recovery Manager Server to a different host than
the previous Site Recovery Manager Server installation.
To upgrade Site Recovery Manager and migrate Site Recovery Manager Server to a different host, you create
a new Site Recovery Manager Server installation on the new host, and connect it to the
Site Recovery Manager database from the previous installation. You can uninstall the old
Site Recovery Manager Server installation.
You can only upgrade Site Recovery Manager with migration if you use an external database with the
previous installation. You cannot migrate the contents of the embedded database.
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To upgrade Site Recovery Manager and keep Site Recovery Manager Server on the same host as the
previous installation, see “In-Place Upgrade of Site Recovery Manager Server,” on page 50.
Prerequisites
n
You completed the tasks and obtained the information described in “Prerequisites and Best Practices for
Site Recovery Manager Upgrade,” on page 47.
n
Log in to the host machine on which the previous version of Site Recovery Manager Server is running.
Log in using an account with sufficient privileges. This is often an Active Directory domain
administrator, but can also be local administrator.
n
Log in to the host machine on which to install the new version of Site Recovery Manager Server. Log in
using an account with sufficient privileges. This is often an Active Directory domain administrator, but
can also be local administrator.
n
Create a 64-bit ODBC system data source name (DSN) on the new host machine to connect to the
existing Site Recovery Manager database that you used with the previous version. For information
about creating an ODBC DSN, see “Create an ODBC System DSN for Site Recovery Manager,” on
page 18.
n
If you use an SQL Server database with Integrated Windows Authentication as the
Site Recovery Manager database, you must use the same user account or an account with the same
privileges when you upgrade Site Recovery Manager Server as you used when you created the
Integrated Windows Authentication DSN for SQL Server.
Procedure
1
Stop the Site Recovery Manager Server service on the old Site Recovery Manager Server host.
2
On the host on which to install the new version of Site Recovery Manager Server, double-click the
Site Recovery Manager installer, select an installation language, and click OK.
3
Follow the installer prompts to accept the license agreement, and verify that you satisfied the
installation prerequisites.
4
Choose where to install Site Recovery Manager Server, and click Next.
n
Keep the default destination folder.
n
Click Change to change the destination folder, and select a target volume.
The default installation folder for Site Recovery Manager is C:\Program Files\VMware\VMware vCenter
Site Recovery Manager. If you use a different folder, the pathname cannot be longer than 120 characters
including the end slash, and cannot include non-ASCII characters.
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Site Recovery Manager Installation and Configuration
5
Enter information about the Platform Services Controller at the site where you are upgrading
Site Recovery Manager Server and click Next.
Option
Description
Address
The host name or IP address of the Platform Services Controller for the
vCenter Server with which to register Site Recovery Manager. Enter the
host name in lowercase letters. After installation is complete and you are
configuring the connection between the protected and recovery sites,
supply this host name or IP address exactly as you enter it here, because it
is subject to case-sensitive comparisons.
IMPORTANT To facilitate IP address changes in your infrastructure, provide
a fully qualified domain name (FQDN) whenever possible, rather than an
IP address.
IMPORTANT If the Platform Services Controller uses an FQDN rather than
an IP address, you must specify the FQDN when you install
Site Recovery Manager.
HTTPS Port
Accept the default value of 443 or enter a new value if
Platform Services Controller uses a different port.
Platform Services Controller only supports connections over HTTPS and
does not support HTTP connections.
Username
The vCenter Single Sign-On user name for the vCenter Single Sign-On
domain to which this Platform Services Controller instance belongs. This
user account must be a member of the vCenter Single Sign-On
Administrator group on the Platform Services Controller instance. Only
members of the Administrator group have the necessary permissions to
create or recreate the Site Recovery Manager solution user.
Password
The password for the specified vCenter Single Sign-On user name. The
password text box can be empty.
6
If prompted, verify the Platform Services Controller certificate and click Accept to accept it.
7
Select the vCenter Server instance with which to register Site Recovery Manager and click Next.
IMPORTANT The drop-down menu includes all of the vCenter Server instances that are registered with
the Platform Services Controller. In a federated environment, it can also include vCenter Server
instances from other Platform Services Controller instances. Make sure that you select the correct
vCenter Server instance. Once the Site Recovery Manager installation is complete, you cannot modify it
to select a different vCenter Server instance.
8
54
Enter information with which to register the Site Recovery Manager extension with vCenter Server, and
click Next.
Option
Description
Local Site Name
A name for this Site Recovery Manager site, that appears in the
Site Recovery Manager interface. The vCenter Server address is used by
default, but you can enter any name. You cannot use the same name that
you use for another Site Recovery Manager installation with which this
one will be paired.
Administrator E-mail
Email address of the Site Recovery Manager administrator. This
information is required even though you use the standard vCenter Server
alarms to configure email notifications for Site Recovery Manager events.
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9
Option
Description
Local Host
Name or IP address of the local host. The Site Recovery Manager installer
obtains this value. Only change it if it is incorrect. For example, the local
host might have more than one network interface and the one that the
Site Recovery Manager installer detects is not the interface you want to
use.
IMPORTANT To facilitate IP address changes in your infrastructure, provide
a fully qualified domain name (FQDN) whenever possible, rather than an
IP address.
Listener Port
HTTPS port for all management traffic to Site Recovery Manager Server,
including traffic with external API clients for task automation. The port is
also used by vSphere Web Client to download the Site Recovery Manager
client plugin. This port must be accessible from the vCenter Server proxy
system. Do not change the port unless the default of 9086 causes port
conflicts.
Select the default Site Recovery Manager plug-in identifier, or create a plug-in identifier for this
Site Recovery Manager Server pair, and click Next.
Both Site Recovery Manager Server instances in a of pair of sites must use the same plug-in identifier.
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Option
Description
Default SRM Plug-in Identifier
Use this option when you install Site Recovery Manager in a standard
configuration with one protected site and one recovery site.
Custom SRM Plug-in Identifier
Use this option when you install Site Recovery Manager in a shared
recovery site configuration, with multiple protected sites and one recovery
site. Enter the details of the plug-in identifier.
Plug-in ID
A unique identifier. Assign the same identifier to
the Site Recovery Manager Server instances on the
protected site and the shared recovery site.
Organization
The name of the organization to which this
Site Recovery Manager Server pair belongs. This
name helps to identify to
Site Recovery Manager Server pairs in a shared
recovery site configuration, especially when
multiple organizations use the shared recovery site.
Description
An optional description of this
Site Recovery Manager Server pair.
Click Yes to confirm that you want to overwrite the existing Site Recovery Manager extension on this
vCenter Server instance.
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Site Recovery Manager Installation and Configuration
11
12
13
Select a certificate type and click Next.
Option
Description
Automatically generate certificate
Use an automatically generated certificate:
a Select Automatically generate certificate and click Next.
b Enter text values for your organization and organization unit, typically
your company name and the name of your group in the company.
c Click Next.
Load a certificate file
Use a custom certificate:
a Select Load a certificate file and click Next.
b Click Browse, navigate to the certificate file, and click Open. The
certificate file must contain exactly one certificate with exactly one
private key matching the certificate.
c Enter the certificate password.
d Click Next.
Select Use a custom database server, select the 64-bit DSN that connects to the Site Recovery Manager
database that you used with the previous installation, click Next, and provide the database connection
information.
Option
Action
Username
Enter a valid user name for the specified database. If you use Integrated
Windows Authentication, this option is not available.
Password
Enter the password for the specified user name. If you use Integrated
Windows Authentication, this option is not available.
Connection Count
Enter the initial connection pool size. In most cases, it is not necessary to
change this setting. Before changing this setting, consult with your
database administrator.
Max Connections
Enter the maximum number of database connections that can be open
simultaneously. In most cases, it is not necessary to change this setting.
Before changing this setting consult with your database administrator.
Select the user account under which to run the Site Recovery Manager Server service and click Next.
n
Select Use Local System Account to run the Site Recovery Manager Server service under the Local
System account.
n
Enter the username and password of an existing LDAP user account to run the
Site Recovery Manager Server service under a different user account. This can be any user account,
including local users, that is a member of the built-in Administrators group.
This option is not available if you use an SQL Server database with Integrated Windows
Authentication. In this case, the Site Recovery Manager Server service runs under the account that you
use to install Site Recovery Manager.
14
Enter the address and port number of the vCenter Server instance on the remote site, and click Next.
If the Site Recovery Manager Server instance that you are upgrading is not paired, you can leave these
values empty.
IMPORTANT The installer uses the address and port of the vCenter Server instance on the remote site to
update many pieces of information in the Site Recovery Manager database. If you provide the address
of the incorrect vCenter Server instance, or if you leave the text boxes empty when
Site Recovery Manager is paired, you risk corrupting the data in the Site Recovery Manager database.
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If you have not upgraded vCenter Server on the remote site to 6.0, the default port is 80 (HTTP). If you
have upgraded vCenter Server on the remote site to 6.0, the default port is 443 (HTTPS). You can check
the port number for vCenter Server on the remote site in the vSphere Web Client.
a
Connect to vCenter Server on the remote site in the vSphere Web Client.
b
Select the vCenter Server instance.
c
Click the Manage tab, click Settings, and click General.
15
Click Install.
16
When the installation is finished, click Finish.
What to do next
n
Log in to vSphere Web Client, or if you are already connected to vSphere Web Client, log out of
vSphere Web Client and log in again. The upgraded Site Recovery Manager extension appears in
vSphere Web Client. You might need to clear the browser cache for the upgrade to appear in
vSphere Web Client. If the upgrade still does not appear, restart the vSphere Web Client service.
n
Repeat the procedure to upgrade the Site Recovery Manager Server on the other Site Recovery Manager
site.
n
When you have upgraded both sites, perform the post-upgrade tasks in “Configure and Verify the
Upgraded Site Recovery Manager Installation,” on page 57.
Configure and Verify the Upgraded Site Recovery Manager Installation
You must configure the upgraded components to establish a working Site Recovery Manager installation.
If you use array-based replication, you must check that your storage replication adapters (SRAs) are
compatible with this version of Site Recovery Manager. Depending on the type of storage that you use, you
might need to reinstall the SRAs.
If you use vSphere Replication and you upgraded vSphere Replication to the correct version, no additional
configuration is required other than verifying your connections, protection groups, and recovery plans.
Prerequisites
n
You upgraded vCenter Server and Site Recovery Manager.
n
If you use array-based replication, check the availability of an SRA for your type of storage by
consulting the VMware Compatibility Guide for Site Recovery Manager at
http://www.vmware.com/resources/compatibility/search.php?deviceCategory=sra.
n
Download the SRA by going to https://my.vmware.com/web/vmware/downloads, selecting VMware
vCenter Site Recovery Manager > Download Product, then selecting Go to Downloads under Storage
Replication Adapters. VMware does not support storage replication adapters downloaded from other
sites.
n
Connect to the vSphere Web Client on both of the sites.
Procedure
1
In the vSphere Web Client client, select Site Recovery > Sites, right-click a site and select Reconfigure
Pairing to reconfigure the connection between the Site Recovery Manager sites.
2
If you use array-based replication, select Site Recovery > Array Based Replication and check the status
of the array pairs.
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Site Recovery Manager Installation and Configuration
3
If array managers are in the Error state, uninstall the SRAs, install the new version, and rescan the SRAs
on the Site Recovery Manager Server hosts that you upgraded.
You must perform these tasks on both sites.
4
a
Log in to the Site Recovery Manager Server host machine on each site.
b
Uninstall the SRAs that are in the Error state.
c
Reinstall the SRAs with the SRA version that corresponds to this version of Site Recovery Manager.
d
In the vSphere Web Client client for each site, select Site Recovery > Sites, right-click a site and
select Rescan SRAs.
If you use array-based replication, reenter the login credentials for the array managers.
a
Select Site Recovery > Array Based Replication, right-click an array manager and select Edit Array
Manager.
b
Follow the prompts to the Configure array manager page, and enter the username and password
for the array.
c
Follow the prompts to complete the reconfiguration of the array manager.
5
Select Site Recovery > Protection Groups and Site Recovery > Recovery Plans and verify that your
protection groups and recovery plans from the previous version are present.
6
In Site Recovery > Recovery Plans, run a test on each of your recovery plans.
Revert to a Previous Release of Site Recovery Manager
To revert to a previous release of Site Recovery Manager, you must uninstall Site Recovery Manager from
the protected and recovery sites. You can then reinstall the previous release.
Prerequisites
n
Verify that your installation of vCenter Server supports the Site Recovery Manager release that you are
reverting to. For information about the vCenter Server releases that support other versions of
Site Recovery Manager, see the Compatibility Matrixes for vCenter Site Recovery Manager 6.0 at
https://www.vmware.com/support/srm/srm-compat-matrix-6-0.html. For information about reverting a
vCenter Server installation, see the vSphere documentation.
n
Verify that you made a backup of the Site Recovery Manager database before you upgraded
Site Recovery Manager from a previous release to this release.
Procedure
1
Use the Windows Control Panel options to uninstall Site Recovery Manager at the protected and
recovery sites.
If you connected the Site Recovery Manager Server instances at the protected and recovery sites, you
must uninstall Site Recovery Manager at both sites. If you uninstall Site Recovery Manager from one
side of a site pairing but not the other, the database on the remaining site becomes inconsistent.
2
Restore the Site Recovery Manager database from the backup that you made when you upgraded
Site Recovery Manager from the previous release.
You must restore the database on both sites so they are synchronized. For instructions about how to
restore a database from a backup, see the documentation from your database vendor.
58
3
Install the previous release of Site Recovery Manager Server on the protected and recovery sites.
4
(Optional) If you reverted to Site Recovery Manager 5.5.x or earlier, install the corresponding release of
the Site Recovery Manager client plug-in on any vSphere Client instances that you use to connect to
Site Recovery Manager.
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5
Reestablish the connection between the Site Recovery Manager Server instances on the protected and
recovery sites.
If you restored a backup of the Site Recovery Manager database from the previous version, any
configurations or protection plans that you created before you upgraded Site Recovery Manager are
retained.
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Creating Site Recovery Manager
Placeholders and Mappings
8
When you use Site Recovery Manager to configure the protection for virtual machines, you reserve
resources on the recovery site by creating placeholders. You map the resources of the protected virtual
machines to resources on the recovery site.
n
About Placeholder Virtual Machines on page 61
When you add a virtual machine or template to a protection group, Site Recovery Manager creates a
placeholder virtual machine at the recovery site.
n
About Inventory Mappings on page 62
Inventory mappings provide a convenient way to specify how Site Recovery Manager maps virtual
machine resources at the protected site to resources at the recovery site.
n
About Placeholder Datastores on page 64
For every virtual machine in a protection group, Site Recovery Manager creates a placeholder virtual
machine at the recovery site. You must identify a datastore on the recovery site in which
Site Recovery Manager can store the placeholder virtual machines.
About Placeholder Virtual Machines
When you add a virtual machine or template to a protection group, Site Recovery Manager creates a
placeholder virtual machine at the recovery site.
Site Recovery Manager reserves a place for protected virtual machines in the inventory of the recovery site
by creating a subset of virtual machine files. Site Recovery Manager uses that subset of files as a placeholder
to register a virtual machine with vCenter Server on the recovery site. The presence of placeholder in the
recovery site inventory provides a visual indication to Site Recovery Manager administrators that the virtual
machines are protected. The placeholders also indicate to vCenter Server administrators that the virtual
machines can power on and start consuming local resources when Site Recovery Manager tests or runs a
recovery plan.
When you recover a protected virtual machine by testing or running a recovery plan,
Site Recovery Manager replaces its placeholder with the recovered virtual machine and powers it on
according to the settings of the recovery plan. After a recovery plan test finishes, Site Recovery Manager
restores the placeholders and powers off the virtual machines as part of the cleanup process.
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About Placeholder Virtual Machine Templates
When you protect a template on the protected site, Site Recovery Manager creates the placeholder template
by creating a virtual machine in the default resource pool of a compute resource and then by marking that
virtual machine as a template. Site Recovery Manager selects the compute resource from the set of available
compute resources in the datacenter on the recovery site to which the folder of the virtual machine on the
protected site is mapped. All the hosts in the selected compute resource must have access to at least one
placeholder datastore. At least one host in the compute resource must support the hardware version of the
protected virtual machine template.
About Inventory Mappings
Inventory mappings provide a convenient way to specify how Site Recovery Manager maps virtual machine
resources at the protected site to resources at the recovery site.
Site Recovery Manager applies mappings to all members of a protection group when you create the group.
You can reapply mappings whenever necessary, for example when you add new members to a group.
Site Recovery Manager does not enforce an inventory mapping requirement. If you create a protection
group without defining inventory mappings, you must configure each protected virtual machine
individually or by using the Configure All option. Site Recovery Manager cannot protect a virtual machine
unless it has valid inventory mappings for key virtual machine resources.
n
Networks
n
Folders
n
Compute resources
n
Placeholder datastores
After you configure mappings at the protected site when you configure protection, configure inventory
mappings at the recovery site to enable reprotect.
When Site Recovery Manager creates a placeholder virtual machine, Site Recovery Manager derives its
folder and compute resource assignments from inventory mappings that you establish at the protected site.
A vCenter Server administrator at the recovery site can modify folder and compute resource assignments as
necessary.
Configuring Inventory Mappings for Individual Virtual Machines
You can configure mappings for individual virtual machines in a protection group. If you create inventory
mappings for a site, you can override them by configuring the protection of individual virtual machines. If
you must override inventory mappings for some members of a protection group, connect the
vSphere Web Client to the recovery site, and edit the settings of the placeholder virtual machines or move
them to a different folder or resource pool.
Changing Inventory Mappings
If you change existing inventory mappings for a site, the changes do not affect virtual machines that
Site Recovery Manager already protects. Site Recovery Manager only applies the new mappings to newly
added virtual machines or if you repair a lost placeholder for a particular virtual machine.
Because placeholder virtual machines do not support NICs, you cannot change the network configurations
of placeholder virtual machines. You can only change the network for a placeholder virtual machine in the
inventory mappings. If no mapping for a network exists, you can specify a network when you configure
protection for an individual virtual machine. Changes that you make to the placeholder virtual machine
override the settings that you establish when you configure the protection of the virtual machine.
Site Recovery Manager preserves these changes at the recovery site during the test and recovery.
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How Site Recovery Manager Applies Mappings During Reprotect
During reprotect, Site Recovery Manager converts the virtual machines from the original protected site into
placeholders, to protect the recovered virtual machines that were formerly the placeholder virtual machines
on the recovery site. In most cases, the previously protected virtual machines and their devices are used
during reprotect. If you add devices to a virtual machine after the virtual machine is recovered, or if original
protected virtual machines are deleted, Site Recovery Manager uses mappings during reprotect.
Select Inventory Mappings
Inventory mappings provide default resources, folders, and networks for virtual machines to use when
Site Recovery Manager creates placeholder virtual machines on the recovery site.
Unless you intend to configure mappings individually for each virtual machine in a protection group,
configure inventory mappings for a site before you create protection groups.
Procedure
1
In the vSphere Web Client, click Site Recovery > Sites, and select a site.
2
On the Manage tab, select the type of resource to configure.
Option
Action
Network Mappings
Map networks on the protected site to networks on the recovery site.
Folder Mappings
Map datacenters or virtual machine folders on the protected site to
datacenters or virtual machine folders on the recovery site.
Resource Mappings
Map resource pools, hosts, vApps, or clusters on the protected site to
resource pools, hosts, vApps, or clusters on the recovery site.
3
Click the icon to create a new mapping.
4
Select whether to create the mapping automatically or manually and click Next.
5
Option
Description
Automatically
Site Recovery Manager automatically maps networks and folders on the
protected site to networks and folders on the recovery site that have the
same name. Automatic mapping is only available for network and folder
mappings. You must configure resource mappings manually.
Manually
To map specific networks, folders, and resources on the protected site to
specific networks, folders, and resources on the recovery site.
Select the items on the protected site to map to items on the recovery site.
n
If you selected automatic mapping, expand the inventory items on the left to select a parent node
on the local site, for example a datacenter or a folder, then expand the inventory items on the right
to select a parent node on the remote site.
n
If you selected manual mapping, expand the inventory items on the left to select a specific resource
on the local site, then expand the inventory items on the right to select the resource on the remote
site to which to map this resource.
If you select manual mapping, you can map multiple items on the local site to a single item on the
remote site. You can select only one item at a time on the remote site.
6
Click Add mappings.
The mappings appear at the bottom of the page. If you selected automatic mapping,
Site Recovery Manager automatically maps all of the items under the node that you selected on the
protected site to items that have the same name under the node that you selected on the recovery site.
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7
(Optional) Repeat Step 5 through Step 6 to map other resources of the same type from the local site to
the remote site.
8
(Optional) Click Next, and on the Prepare reverse mappings page, select the check box for a mapping.
Selecting this option creates corresponding mappings from the item on the remote site to the item on
the local site. You require reverse mappings to establish bidirectional protection and to run reprotect
operations. You cannot select this option if two or more mappings have the same target on the remote
site.
9
Click Finish to create the mappings.
10
Repeat Step 2 through Step 9 to establish mappings for the remaining resource types.
About Placeholder Datastores
For every virtual machine in a protection group, Site Recovery Manager creates a placeholder virtual
machine at the recovery site. You must identify a datastore on the recovery site in which
Site Recovery Manager can store the placeholder virtual machines.
After you select the datastore to contain the placeholder virtual machines, Site Recovery Manager reserves a
place for protected virtual machines in the inventory on the recovery site. Site Recovery Manager creates a
set of virtual machine files on the specified datastore at the recovery site and uses that subset to register the
placeholder virtual machine with vCenter Server on the recovery site.
To enable planned migration and reprotect, you must select placeholder datastores at both sites.
Placeholder datastores must meet certain criteria.
n
For clusters, the placeholder datastores must be visible to all of the hosts in the cluster.
n
You cannot select replicated datastores as placeholder datastores.
Configure a Placeholder Datastore
You must specify a placeholder datastore for Site Recovery Manager to use to store placeholder virtual
machines on the recovery site.
You must configure a placeholder datastore on both sites in the pair to establish bidirectional protection and
reprotect.
Prerequisites
Verify that you connected and paired the protected and recovery sites.
Procedure
64
1
In the vSphere Web Client, click Site Recovery > Sites, and select a site.
2
On the Manage tab, click Placeholder Datastores.
3
Click the icon to configure a placeholder datastore.
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4
Select a datastore to designate as the location for placeholder virtual machines on the local site, and
click OK.
Previously configured datastores appear but you cannot select them. If a datastore is replicated, but
Site Recovery Manager does not have an array manager for that datastore, the option to select the
replicated datastore might be available. Do not select replicated datastores that Site Recovery Manager
does not manage.
IMPORTANT If you use vSphere Replication, do not select a placeholder datastore that you already use
as the target datastore for replications. Selecting the same datastore for placeholder virtual machines as
you use to contain the replica virtual machines that vSphere Replication creates can cause problems
when you run reprotect.
Make sure placeholder datastores are not in the same Storage DRS cluster as the vSphere Replication
replica target datastores.
5
Select the other site in the pair.
6
Repeat Step 2 to Step 4 to configure a placeholder datastore on the other site.
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Installing Site Recovery Manager to
Use with a Shared Recovery Site
9
With Site Recovery Manager, you can connect multiple protected sites to a single recovery site. The virtual
machines on the protected sites all recover to the same recovery site. This configuration is known as a
shared recovery site, a many-to-one, or an N:1 configuration.
In the standard one-to-one Site Recovery Manager configuration, you use Site Recovery Manager to protect
a specific instance of vCenter Server by pairing it with another vCenter Server instance. The first
vCenter Server instance, the protected site, recovers virtual machines to the second vCenter Server instance,
the recovery site.
Another example is to have multiple protected sites that you configure to recover to a single, shared
recovery site. For example, an organization can provide a single recovery site with which multiple protected
sites for remote field offices can connect. Another example for a shared recovery site is for a service provider
that offers business continuity services to multiple customers.
In a shared recovery site configuration, you install one Site Recovery Manager Server instance on each
protected site, each of which connects to a different vCenter Server instance. On the recovery site, you install
multiple Site Recovery Manager Server instances to pair with each Site Recovery Manager Server instance
on the protected sites. All of the Site Recovery Manager Server instances on the shared recovery site connect
to a single vCenter Server instance. Each Site Recovery Manager Server instance in a pair must have the
same Site Recovery Manager extension ID, which you can set when you install
Site Recovery Manager Server. You can consider the owner of a Site Recovery Manager Server pair to be a
customer of the shared recovery site.
You can convert an existing one-to-one configuration of Site Recovery Manager into a shared recovery site
configuration. To convert a one-to-one configuration to a shared recovery site configuration, you deploy
additional Site Recovery Manager Server and vCenter Server instances as protected sites, and pair them
with additional Site Recovery Manager Server instances that all connect to the existing vCenter Server
instance on the recovery site. Each pair of Site Recovery Manager Server instances in the shared recovery
site configuration must use a different Site Recovery Manager extension ID. For example, if you installed a
one-to-one configuration that uses the default Site Recovery Manager extension ID, you must deploy all
subsequent Site Recovery Manager Server pairs with different custom extension IDs.
You can use either array-based replication or vSphere Replication or a combination of both when you
configure Site Recovery Manager Server to use a shared recovery site.
In addition to the shared recovery site configuration, Site Recovery Manager also allows and supports
shared protected site (1:N) and many-to-many (N:N) configurations.
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Example: Using Site Recovery Manager with Multiple Protected Sites
and a Shared Recovery Site
An organization has two field offices and a head office. Each of the field offices is a protected site. The head
office acts as the recovery site for both of the field offices. Each field office has a
Site Recovery Manager Server instance and a vCenter Server instance. The head office has two
Site Recovery Manager Server instances, each of which is paired with a Site Recovery Manager Server
instance in one of the field offices. Both of the Site Recovery Manager Server instances at the head office
extend a single vCenter Server instance.
n
n
n
68
Field office 1
n
Site Recovery Manager Server A
n
vCenter Server A
Field office 2
n
Site Recovery Manager Server B
n
vCenter Server B
Head office
n
Site Recovery Manager Server C, that is paired with Site Recovery Manager Server A
n
Site Recovery Manager Server D, that is paired with Site Recovery Manager Server B
n
vCenter Server C, that is extended by Site Recovery Manager Server C and
Site Recovery Manager Server D
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Chapter 9 Installing Site Recovery Manager to Use with a Shared Recovery Site
Figure 9‑1. Example of Using Site Recovery Manager in a Shared Recovery Site Configuration
Shared Recovery Site
Protected Site
SRM Server
A
ESXi
Server
Field office 1
Head Office
vSphere Web Client
vSphere Web Client
vCenter Server
A
ESXi
Server
vCenter Server
C
SRM Server
D
ESXi
Server
ESXi
Server
Field office 2
SRM Server
C
ESXi
Server
vSphere Web Client
SRM Server
B
ESXi
Server
n
vCenter Server
B
ESXi
Server
ESXi
Server
Shared Recovery Sites and vCenter Server Deployment Models on page 70
You can use Site Recovery Manager in a shared recovery site configuration in any of the deployment
models that vCenter Server supports.
n
Limitations of Using Site Recovery Manager in Shared Recovery Site Configuration on page 71
When you configure Site Recovery Manager to use a shared recovery site, Site Recovery Manager
supports the same operations as it does in a standard one-to-one configuration. Using
Site Recovery Manager with a shared recovery site is subject to some limitations.
n
Site Recovery Manager Licenses in a Shared Recovery Site Configuration on page 72
If you configure Site Recovery Manager to use with a shared recovery site, you can assign licenses
individually on the shared recovery site. You can also share a license between all
Site Recovery Manager Server instances on the shared recovery site.
n
Install Site Recovery Manager In a Shared Recovery Site Configuration on page 73
To install Site Recovery Manager in a shared recovery site configuration, you deploy
Site Recovery Manager Server on one or more protected sites, and deploy a corresponding number of
Site Recovery Manager Server instances on the shared recovery site.
n
Upgrade Site Recovery Manager in a Shared Recovery Site Configuration on page 79
You can upgrade existing Site Recovery Manager installations that use a shared recovery site.
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Shared Recovery Sites and vCenter Server Deployment Models
You can use Site Recovery Manager in a shared recovery site configuration in any of the deployment models
that vCenter Server supports.
For information about how the vCenter Server deployment model affects Site Recovery Manager, see “Site
Recovery Manager and vCenter Server Deployment Models,” on page 26.
Site Recovery Manager in a Shared Recovery Site Configuration
In a shared recovery site configuration, the Site Recovery Manager Server instances on the recovery site
connect to the same vCenter Server and Platform Services Controller instances.
The Site Recovery Manager Server instances on the protected sites can connect to vCenter Server instances
that share a Platform Services Controller or that each connect to a different Platform Services Controller.
Figure 9-2 shows one possible shared recovery site configuration. In this example, the
Site Recovery Manager Server instances on the protected sites connect to a single
Platform Services Controller instance that two vCenter Server instances share.
Figure 9‑2. Site Recovery Manager in a Shared Recovery Site Configuration
Site A
Sites might or might
not be federated
Platform Services
Controller 1
vCenter
Server 2
vCenter
Server 1
SRM
Server
1A
Protected Site 1
Key:
SRM
Server
2A
Protected Site 2
Site B
Platform Services
Controller 2
vCenter
Server 3
SRM
Server
1B
SRM
Server
2B
Shared
Recovery Site
Site Recovery Manager site pair
Connection from Site Recovery Manager
to Platform Services Controller
Connection from Platform Services
Controller to vCenter Server
Site Recovery Manager in a Shared Protected Site Configuration
In a shared protected site configuration, the Site Recovery Manager Server instances on the protected site
connect to the same vCenter Server and Platform Services Controller instances.
The Site Recovery Manager Server instances on the recovery sites can share vCenter Server and
Platform Services Controller instances, or they can connect to a different vCenter Server and
Platform Services Controller instances.
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Figure 9-3 shows one possible shared protected site configuration. In this example, two
Site Recovery Manager Server instances share a vCenter Server instance on each of two shared protected
sites. The vCenter Server instances on both of the shared protected sites share a single
Platform Services Controller. On the recovery sites, two Site Recovery Manager Server instances share a
vCenter Server instance on each shared recovery site. The vCenter Server instances on both of the shared
recovery sites share a single Platform Services Controller.
Figure 9‑3. Site Recovery Manager in a Shared Protected Site and Shared Recovery Site Configuration
Sites might or might
not be federated
Site A
Platform Services
Controller 1
vCenter
Server 2
vCenter
Server 1
SRM
Server
1A
SRM
Server
2A
Shared
Protected Site 1
Key:
SRM
Server
3A
SRM
Server
4A
Shared
Protected Site 2
vCenter
Server 3
SRM
Server
1B
Site B
Platform Services
Controller 2
vCenter
Server 4
SRM
Server
2B
Shared
Recovery Site 1
SRM
Server
3B
SRM
Server
4B
Shared
Recovery Site 2
Site Recovery Manager site pair
Connection from Site Recovery Manager
to Platform Services Controller
Connection from Platform Services
Controller to vCenter Server
Limitations of Using Site Recovery Manager in Shared Recovery Site
Configuration
When you configure Site Recovery Manager to use a shared recovery site, Site Recovery Manager supports
the same operations as it does in a standard one-to-one configuration. Using Site Recovery Manager with a
shared recovery site is subject to some limitations.
n
Site Recovery Manager supports point-to-point replication. Site Recovery Manager does not support
replication to multiple targets, even in a multi-site configuration.
n
For each shared recovery site customer, you must install Site Recovery Manager Server once at the
customer site and again at the recovery site.
n
You must specify the same Site Recovery Manager extension ID when you install the
Site Recovery Manager Server instances on the protected site and on the shared recovery site. For
example, you can install the first pair of sites with the default Site Recovery Manager extension ID, then
install subsequent pairs of sites with custom extension IDs.
n
You must install each Site Recovery Manager Server instance at the shared recovery site on its own host
machine. You cannot install multiple instances of Site Recovery Manager Server on the same host
machine.
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n
Each Site Recovery Manager Server instance on the protected site and on the shared recovery site
requires its own database.
n
A single shared recovery site can support a maximum of ten protected sites. You can run concurrent
recoveries from multiple sites. See http://kb.vmware.com/kb/2081866 for the number of concurrent
recoveries that you can run with array-based replication and with vSphere Replication.
n
In a large Site Recovery Manager environment, you might experience timeout errors when powering on
virtual machines on a shared recovery site. See “Timeout Errors when Powering on Virtual Machines
on a Shared Recovery Site,” on page 72.
n
When connecting to Site Recovery Manager on the shared recovery site, every customer can see all of
the Site Recovery Manager extensions that are registered with the shared recovery site, including
company names and descriptions. All customers of a shared recovery site can have access to other
customers’ folders and potentially to other information at the shared recovery site.
Timeout Errors when Powering on Virtual Machines on a Shared Recovery Site
In a large Site Recovery Manager environment, you might encounter timeout errors when powering on
virtual machines on a shared recovery site.
Problem
When you power on virtual machines on a shared recovery site, you see the error message Error:Operation
timed out:900 seconds.
Cause
This problem can occur if a single vCenter Server instance manages a large number of virtual machines on
the shared recovery site, for example 1000 or more.
Solution
Increase the remoteManager.defaultTimeout timeout value on the Site Recovery Manager Server on the
recovery site. For example, increase the timeout from the default of 300 seconds to 1200 seconds. For
information about how to increase the remoteManager.defaultTimeout setting, see Change Remote Manager
Settings in Site Recovery Manager Administration.
What to do next
If you still experience timeouts after increasing the RemoteManager timeout value, experiment with
progressively longer timeout settings. Do not increase the timeout period excessively. Setting the timeout to
an unrealistically long period can hide other problems, for example problems related to communication
between Site Recovery Manager Server and vCenter Server or other services that Site Recovery Manager
requires.
Site Recovery Manager Licenses in a Shared Recovery Site
Configuration
If you configure Site Recovery Manager to use with a shared recovery site, you can assign licenses
individually on the shared recovery site. You can also share a license between all
Site Recovery Manager Server instances on the shared recovery site.
In a shared recovery site configuration, you install Site Recovery Manager license keys on each of the
protected sites to enable recovery. You can install the same license key on the shared recovery site and
assign it to the partner Site Recovery Manager Server instance to enable bidirectional operation, including
reprotect. You can use the same license key for both Site Recovery Manager Server instances in the
Site Recovery Manager pair, in the same way as for a one-to-one configuration.
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Alternatively, you can install one Site Recovery Manager license key on the shared recovery site. All
Site Recovery Manager Server instances on the shared recovery site share this license. In this configuration,
you must ensure that you have sufficient licenses for the total number of virtual machines that you protect
on the shared recovery site, for all protected sites.
Example: Sharing Site Recovery Manager Licenses on a Shared Recovery Site
You connect two protected sites to a shared recovery site. You install a single Site Recovery Manager license
on the shared recovery site.
n
If you protect 20 virtual machines on protected site A, you require a license for 20 virtual machines on
protected site A to recover these virtual machines to the shared recovery site.
n
If you protect 10 virtual machines on protected site B, you require a license for 10 virtual machines on
protected site B to recover these virtual machines to the shared recovery site.
n
You share a Site Recovery Manager license for 25 virtual machines between two
Site Recovery Manager Server instances, C and D, on the shared recovery site. The
Site Recovery Manager Server instances on sites A and B connect to Site Recovery Manager Server
instances C and D respectively.
Because you have a license for 25 virtual machines on the shared recovery site, the total number of virtual
machines for which you can perform reprotect after a recovery is 25. If you recover all of the virtual
machines from sites A and B to the shared recovery site and attempt to perform reprotect, you have
sufficient licenses to reprotect only 25 of the 30 virtual machines that you recovered. You can reprotect all 20
of the virtual machines from site A to reverse protection from Site Recovery Manager Server C to site A. You
can reprotect only 5 of the virtual machines to reverse protection from Site Recovery Manager Server D to
site B.
In this situation, you can purchase licenses for more virtual machines for the shared recovery site.
Alternatively, you can add the license keys from sites A and B to vCenter Server on the shared recovery site,
and assign the license from site A to Site Recovery Manager Server C and the license from site B to
Site Recovery Manager Server D.
Install Site Recovery Manager In a Shared Recovery Site
Configuration
To install Site Recovery Manager in a shared recovery site configuration, you deploy
Site Recovery Manager Server on one or more protected sites, and deploy a corresponding number of
Site Recovery Manager Server instances on the shared recovery site.
You can only pair protected and recovery sites that have the same Site Recovery Manager extension ID.
Procedure
1
Use vSphere Replication in a Shared Recovery Site Configuration on page 74
You can use vSphere Replication with Site Recovery Manager in a shared recovery site configuration
in the same way that you do in a standard one-to-one configuration.
2
Install Site Recovery Manager Server on Multiple Protected Sites to Use with a Shared Recovery Site
on page 75
You install Site Recovery Manager Server to use with a shared recovery site by running the
Site Recovery Manager installer and specifying a Site Recovery Manager ID for the site pair.
3
Install Multiple Site Recovery Manager Server Instances on a Shared Recovery Site on page 76
In a shared recovery site configuration, you can install multiple Site Recovery Manager Server
instances that all extend the same vCenter Server instance on the shared recovery site.
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4
Connect the Site Recovery Manager Sites in a Shared Recovery Site Configuration on page 77
In a shared recovery site configuration, you connect the Site Recovery Manager sites in the same way
as for a standard one-to-one configuration.
5
Use Array-Based Replication in a Shared Recovery Site Configuration on page 78
You can use array-based replication with Site Recovery Manager in a shared recovery site
configuration in the same way as you do in a standard one-to-one configuration.
6
Configure Placeholders and Mappings in a Shared Recovery Site Configuration on page 78
When you configure placeholders and mappings in a shared recovery site configuration, the
customers of the shared recovery site can share the resources on the recovery site. Alternatively, you
can assign isolated resources to each customer.
Use vSphere Replication in a Shared Recovery Site Configuration
You can use vSphere Replication with Site Recovery Manager in a shared recovery site configuration in the
same way that you do in a standard one-to-one configuration.
You deploy one vSphere Replication appliance on each protected site. You deploy only one
vSphere Replication appliance on the shared recovery site. All of the vSphere Replication appliances on the
protected sites connect to this single vSphere Replication appliance on the recovery site. You deploy the
vSphere Replication appliances in the same way as for a standard one-to-one configuration.
IMPORTANT Deploy only one vSphere Replication appliance on the shared recovery site. If you deploy
multiple vSphere Replication appliances on the shared recovery site, each new vSphere Replication
appliance overwrites the registration of the previous vSphere Replication appliance with vCenter Server.
This overwrites all existing replications and configurations.
You can deploy multiple additional vSphere Replication servers on the shared recovery site to distribute the
replication load. For example, you can deploy on the shared recovery site a vSphere Replication server for
each of the protected sites that connects to the shared recovery site. For information about protection and
recovery limits when using vSphere Replication with Site Recovery Manager in a shared recovery site
configuration, see http://kb.vmware.com/kb/2081866.
Prerequisites
n
To use Site Recovery Manager with vSphere Replication, deploy the appropriate version of
vSphere Replication on both of the protected and recovery sites before you install
Site Recovery Manager Server. The Site Recovery Manager installer verifies the version of
vSphere Replication during installation and stops if it detects an incompatible version. 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 6.0 at
https://www.vmware.com/support/srm/srm-compat-matrix-6-0.html.
n
If you have existing vSphere Replication appliances on the sites, you must either upgrade them to the
correct version or unregister them from both vCenter Server instances before you install
Site Recovery Manager. Incompatible versions of Site Recovery Manager and vSphere Replication cause
the vSphere Web Client to stop working. See GUID-6B00660B-FAE8-41AD-BA41D00BFA897EC4#GUID-6B00660B-FAE8-41AD-BA41-D00BFA897EC4.
Procedure
74
1
Deploy a vSphere Replication appliance on each of the protected sites.
2
Deploy one vSphere Replication appliance on the shared recovery site.
3
(Optional) Deploy additional vSphere Replication servers on the shared recovery site.
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Chapter 9 Installing Site Recovery Manager to Use with a Shared Recovery Site
4
(Optional) Register the additional vSphere Replication servers with the vSphere Replication appliance
on the shared recovery site.
The vSphere Replication servers become available to all Site Recovery Manager instances on the shared
recovery site.
The shared recovery site is ready to receive replicated virtual machines that you recover from the protected
sites by using vSphere Replication.
Install Site Recovery Manager Server on Multiple Protected Sites to Use with a
Shared Recovery Site
You install Site Recovery Manager Server to use with a shared recovery site by running the
Site Recovery Manager installer and specifying a Site Recovery Manager ID for the site pair.
For each protected site, you must install one instance of Site Recovery Manager Server at the protected site
and one instance of Site Recovery Manager Server at the recovery site. You can only pair
Site Recovery Manager Server instances that have the same Site Recovery Manager extension ID. Each
protected site must include its own vCenter Server instance.
Prerequisites
n
Download the Site Recovery Manager installation file to a folder on the Site Recovery Manager Server
host.
n
This information presumes knowledge of the standard procedure for installing Site Recovery Manager.
See “Install Site Recovery Manager Server,” on page 32 for information about a standard
Site Recovery Manager installation.
Procedure
1
Double-click the Site Recovery Manager installer, select an installation language, and click OK.
2
Follow the prompts to begin the Site Recovery Manager installation.
3
At the SRM Plug-in ID page, select Custom SRM Plug-in Identifier, provide information to identify
this custom Site Recovery Manager extension, and click Next.
Option
Description
SRM ID
Enter a unique identifier for this pair of Site Recovery Manager Server
instances. The Site Recovery Manager ID can be a string of up to 29 ASCII
characters from the set of ASCII upper- lower-case characters, digits, the
underscore, the period, and the hyphen. You cannot use the underscore,
period, and hyphen as the first or last characters of the
Site Recovery Manager ID, and they cannot appear adjacent to one
another.
Organization
Enter a string of up to 50 ASCII characters to specify the organization that
created the extension.
Description
Enter a string of up to 50 ASCII characters to provide a description of the
extension.
4
Follow the prompts to complete the remainder of the installation.
5
Repeat the procedure on each of the sites to protect.
Connect each Site Recovery Manager Server to its own vCenter Server instance. Assign a unique
Site Recovery Manager ID to each Site Recovery Manager Server.
What to do next
For each Site Recovery Manager Server that you installed on a protected site, install a corresponding
Site Recovery Manager Server instance on the shared recovery site.
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Install Multiple Site Recovery Manager Server Instances on a Shared Recovery
Site
In a shared recovery site configuration, you can install multiple Site Recovery Manager Server instances that
all extend the same vCenter Server instance on the shared recovery site.
The Site Recovery Manager Server instances that you install on a shared recovery site each correspond to a
Site Recovery Manager Server on a protected site.
Prerequisites
n
You created one or more protected sites, each with a Site Recovery Manager Server instance for which
you configured a unique Site Recovery Manager ID. Click Site Recovery > Sites, select a site and click
Summary to check the Site Recovery Manager ID of the Site Recovery Manager instance to which you
are connecting this instance.
n
Download the Site Recovery Manager installation file to a folder on the Site Recovery Manager Server
host.
n
This information presumes knowledge of the standard procedure for installing Site Recovery Manager.
See “Install Site Recovery Manager Server,” on page 32 for information about a standard
Site Recovery Manager installation.
Procedure
1
Double-click the Site Recovery Manager installer, select an installation language, and click OK.
2
Follow the prompts to begin the Site Recovery Manager installation.
3
At the SRM Plug-in ID page, select Custom SRM Plug-in Identifier, provide information to identify
this Site Recovery Manager extension as the partner of a Site Recovery Manager Server instance on a
protected site, and click Next.
4
Option
Description
SRM ID
Enter the same Site Recovery Manager ID as you provided for the
corresponding Site Recovery Manager Server instance on the protected
site. For example, if you set the Site Recovery Manager ID of the
Site Recovery Manager Server instance on the protected site to SRM-01, set
the Site Recovery Manager ID to SRM-01.
Organization
Enter a string of up to 50 ASCII characters to specify the organization that
created the extension.
Description
Enter a string of up to 50 ASCII characters to provide a description of the
extension.
Follow the prompts to complete the remainder of the installation.
What to do next
Repeat the procedure to install further Site Recovery Manager Server instances on the shared recovery site,
each with a Site Recovery Manager ID that matches a Site Recovery Manager Server instance on another
protected site. Each additional Site Recovery Manager Server instance that you install on the recovery site
connects to the vCenter Server instance.
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Connect the Site Recovery Manager Sites in a Shared Recovery Site
Configuration
In a shared recovery site configuration, you connect the Site Recovery Manager sites in the same way as for
a standard one-to-one configuration.
If you start the site connection from one of the protected sites, Site Recovery Manager uses the
Site Recovery Manager ID that you set during installation to connect to the corresponding
Site Recovery Manager Server instance on the recovery site.
If you start the site connection from one of the Site Recovery Manager Server instances on the shared
recovery site, and you try to connect to a protected site that has a Site Recovery Manager Server extension
with a different Site Recovery Manager ID, the connection fails with an error.
Prerequisites
n
You installed Site Recovery Manager Server on one or more protected sites.
n
You installed one or more Site Recovery Manager Server instances on a shared recovery site.
n
You assigned the same Site Recovery Manager extension ID to a Site Recovery Manager Server instance
on a protected site and to a Site Recovery Manager Server instance on the shared recovery site.
Procedure
1
Connect to the vSphere Web Client for a site, click Site Recovery > Sites, and select a site.
2
Right-click the site and select Pair Site.
3
Enter the address of the Platform Services Controller for the Site Recovery Manager Server on the
remote site, and click Next.
The address that you provide for the Platform Services Controller must be an exact match of the of
address that you provided when you installed Site Recovery Manager Server on the remote site.
IMPORTANT To facilitate IP address changes in your infrastructure, provide a fully qualified domain
name (FQDN) whenever possible, rather than an IP address.
4
Select the vCenter Server instance with which Site Recovery Manager Server is registered on the remote
site, provide the vCenter Single Sign-On username and password, and click Finish.
If several Site Recovery Manager Server instances are registered with this vCenter Server instance,
Site Recovery Manager connects to the Site Recovery Manager Server instance that has the
corresponding Site Recovery Manager ID.
5
Repeat Step 1 to Step 4 to configure the site pairing for all of the sites that use the shared recovery site.
6
(Optional) In the vSphere Web Client for the shared recovery site, click Site Recovery > Sites.
All of the Site Recovery Manager Server instances that connect to vCenter Server on the shared recovery
site appear in the list. All of the Site Recovery Manager Server instances on the protected sites that are
paired with instances on the shared recovery site also appear.
7
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(Optional) Select a site in the list and click the Summary tab to see information about the remote site
that this site is paired with.
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Site Recovery Manager Installation and Configuration
Use Array-Based Replication in a Shared Recovery Site Configuration
You can use array-based replication with Site Recovery Manager in a shared recovery site configuration in
the same way as you do in a standard one-to-one configuration.
To use array-based replication with Site Recovery Manager in a shared recovery site configuration, you
must install storage arrays and storage replication adapters (SRA) on each of the protected sites. Each
protected site can use a different type of storage array.
Each protected site can either share the same storage on the shared recovery site, or you can allocate storage
individually for each protected site. You can use storage from multiple vendors on the shared recovery site,
as long as they correspond to storage that you use on the respective protected sites. You must install the
appropriate SRA for each type of storage that you use on the shared recovery site.
For information about protection and recovery limits when you use array-based replication with
Site Recovery Manager in a shared recovery site configuration, see http://kb.vmware.com/kb/2081866.
Prerequisites
n
You installed Site Recovery Manager in a shared recovery site configuration.
n
You connected the protected sites with the shared recovery site.
Procedure
1
Set up storage arrays on the protected sites following the instructions that your storage array provides.
2
Install the appropriate SRAs on Site Recovery Manager Server systems on the protected sites.
3
Install the appropriate SRAs on Site Recovery Manager Server systems on the shared recovery site.
4
Configure the array managers on the protected sites and on the shared recovery sites.
5
Configure the mappings from the resources on the protected sites to resources on the shared recovery
site and configure the placeholder datastores.
The shared recovery site is ready to receive replicated virtual machines that you recover from the protected
sites by using array-based replication.
Configure Placeholders and Mappings in a Shared Recovery Site Configuration
When you configure placeholders and mappings in a shared recovery site configuration, the customers of
the shared recovery site can share the resources on the recovery site. Alternatively, you can assign isolated
resources to each customer.
On a shared recovery site, multiple customers share a single vCenter Server instance. In some cases,
multiple customers can share a single ESXi host on the recovery site. You can map the resources on the
protected sites to shared resources on the shared recovery site. You might share resources on the recovery
site if you do not need to keep all of the customers' virtual machines separate, for example if all of the
customers belong to the same organization.
You can also create isolated resources on the shared recovery site and map the resources on the protected
sites to their own dedicated resources on the shared recovery site. You might use this configuration if you
must keep all of the customers' virtual machines separate from each other, for example if all of the
customers belong to different organizations.
For information about how to assign permissions to allow users to access the resources on a shared recovery
site, see Site Recovery Manager Administration.
Prerequisites
n
78
You installed Site Recovery Manager in a shared recovery site configuration.
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Chapter 9 Installing Site Recovery Manager to Use with a Shared Recovery Site
n
You connected the protected sites with the shared recovery site.
n
Familiarize yourself with the procedure for configuring placeholders and mappings. For information
about configuring placeholders and mappings in a standard configuration, see Chapter 8, “Creating Site
Recovery Manager Placeholders and Mappings,” on page 61.
Procedure
1
In the vSphere Web Client, click Site Recovery > Sites, and select a site.
2
In the Manage tab, use the Network Mappings, Folder Mappings, Resource Mappings, and
Placeholder Datastores tabs to configure the mappings.
3
Option
Action
Share customer resources
Map the resources, networks, and datastores on the protected sites to a
common datacenter, network, and placeholder datastore on the shared
recovery site. You can create individual folders for each customer on the
recovery site and map the folders on the protected sites to the individual
folders.
Isolate customer resources
Map the resources, networks, folders, and datastores on the protected sites
to separate datacenters, networks, folders, and placeholder datastores on
the shared recovery site.
(Optional) If you use vSphere Replication, select the appropriate target datastores for the replica virtual
machines when you configure replication.
Option
Action
Share customer resources
Select a common target datastore on the shared recovery site. You can
create individual folders in the target datastore for each customer on the
recovery site.
Isolate customer resources
Select a different datastore for each customer on the shared recovery site.
Upgrade Site Recovery Manager in a Shared Recovery Site
Configuration
You can upgrade existing Site Recovery Manager installations that use a shared recovery site.
When you upgrade a Site Recovery Manager installation that uses a shared recovery site, the same
recommendations apply as for upgrading a standard one-to-one installation of Site Recovery Manager. See
Chapter 7, “Upgrading Site Recovery Manager,” on page 43.
Upgrade all of the protected sites before you upgrade the shared recovery site. When you upgrade all of the
protected sites before you upgrade the shared recovery site, you can run recoveries on the shared recovery
site if failures occur on a protected site during the upgrade process. If you upgrade vCenter Server on the
shared recovery site before you upgrade all of the protected sites, you cannot perform recovery until you
complete all of the upgrades.
Upgrade the protected sites in order of importance, upgrading the most important sites first and the least
important sites last. For example, upgrade protected sites that run business-critical applications before you
upgrade sites that are less vital to your operations.
Prerequisites
n
Verify that you know the standard procedure for upgrading Site Recovery Manager. For information
about a standard Site Recovery Manager upgrade, see Chapter 7, “Upgrading Site Recovery Manager,”
on page 43.
n
Evaluate the importance of each protected site, and prioritize the upgrade of the sites accordingly.
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79
Site Recovery Manager Installation and Configuration
Procedure
80
1
Upgrade vCenter Server on the most critical of the protected sites.
2
(Optional) If you use vSphere Replication, upgrade the vSphere Replication appliance that connects to
the vCenter Server instance that you upgraded in Step 1.
3
Upgrade the Site Recovery Manager Server instance that connects to the vCenter Server instance that
you upgraded in Step 1.
n
If you perform in-place upgrade of Site Recovery Manager Server, the installer obtains from the
registry the Site Recovery Manager extension ID that you set during the previous installation.
There is no option to modify the Site Recovery Manager extension ID during upgrade.
n
If you upgrade Site Recovery Manager Server with migration, you must specify the same
Site Recovery Manager extension ID as you used for the previous installation.
4
(Optional) If you use array-based replication, upgrade the storage replication adapters (SRA) on the
Site Recovery Manager Server host machine that you upgraded in Step 3.
5
Repeat Step 1 to Step 4 for each of the protected sites that connect to the shared recovery site.
6
Upgrade vCenter Server on the shared recovery site.
7
(Optional) If you use vSphere Replication, upgrade the vSphere Replication appliance on the shared
recovery site.
8
Upgrade the Site Recovery Manager Server instance on the shared recovery site that is paired with the
first protected site that you upgraded.
n
If you perform in-place upgrade of Site Recovery Manager Server, the installer obtains from the
registry the Site Recovery Manager extension ID that you set during the previous installation.
There is no option to modify the Site Recovery Manager extension ID during upgrade.
n
If you upgrade Site Recovery Manager Server with migration, you must specify the same
Site Recovery Manager extension ID as you used for the previous installation.
9
(Optional) If you use array-based replication, upgrade the SRAs for this Site Recovery Manager Server
instance on the shared recovery site.
10
Repeat Step 8 and Step 9 for each of the remaining Site Recovery Manager Server instances on the
shared recovery site.
11
Upgrade the ESXi Server instances on the shared recovery sites and each of the protected sites.
12
Upgrade the virtual hardware and VMware Tools on the virtual machines on the ESXi Server instances.
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Index
Numerics
ODBC DSN 18
restore 17
1:N configuration 71
A
I
authentication
and site pairing 21
solution user, certificate 21
SSL 21
TLS 21
in-place 50
installation
best practices 30
prerequisites 30
repair 40
revert to a previous release 58
Site Recovery Manager servers 32
inventory mappings, create 63
B
bidirectional protection 9
C
L
certificate
change type 38
signed by certificate authority 23
SRM requirements for 23
SSL/TLS 23
to update 38
certificates
endpoint 23
SSL/TLS 23
client connection 37
licensing
about 12
failover 12
linked mode 12
Platform Services Controller 12
reprotect 12
shared recovery site 12, 72
SRM license key 37
vCloud Suite 12
D
database
backup requirements 58
change connection details 38
configure Oracle Server 17
Connection Count value 15
embedded 15
Max Connections value 15
Site Recovery Manager 15
datastore group, maximum number
supported 13
deployment topologies
shared Platform Services Controller 29
two sites with multiple vCenter Server
instances 28
two sites with single vCenter Server
instances 27
disaster recovery 7
E
embedded database
back up 17
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M
many-to-one configuration 67, 71–78
mappings 61
N
N:1, upgrade 79
N:1 configuration 67, 71–78
NAT support 36
O
operational limits 13
P
placeholder datastore, add 64
placeholder datastores 64
placeholder virtual machine templates 61
placeholder virtual machines 61
placeholders 61
planned migration 7
Platform Services Controller
and Site Recovery Manager 26
change certificate type 38
81
Site Recovery Manager Installation and Configuration
ports, used by SRM 13
protected and recovery sites
different configurations 9
heterogeneous 9
protected site
host compatibility requirements 8
to designate 36
protection group, maximum number
supported 13
U
recovery, diagram 8
recovery site
host compatibility requirements 8
to designate 36
reprotect 7
upgrade
best practices 47
configure installation 57
order 47
prerequisites 47
preserved information 44
supported types 45
with migration 52
without migration 50
upgrading, SRM 43
S
V
R
shared protected site, architecture 70
shared recovery site
architecture 70
connect sites 77
install SRM Server on protected site 75
install SRM Server on recovery site 76
installation 73
installing 67
licensing 72
limitations 71
placeholders and mappings 78
timeout errors 72
upgrade 79
using SRM with 67
vCenter Server deployment models 70
with array-based replication 78
with vSphere Replication 74
site pairing 36
SRM configuration 5
SRM installation 5
SRM Server
fails to start 41
installation prerequisites 30
required services 41
troubleshooting 41
SRM database
Integrated Windows Authentication 16, 32
ODBC system DSN 18
SQL Server 16, 32
SRM license key, to install 37
SRM overview 7
SRM upgrade 5
system requirements 11
82
T
TLS/SSL server endpoint certificate, compared
with solution user certificates 23
vCenter Server
change certificate type 38
change connection information 38
change credentials used by Site Recovery
Manager 38
deployment models 26
vCenter Single Sign-On
and Site Recovery Manager 26
federated domains 26
vCloud Suite licensing 12
virtual machines, maximum number
supported 13
vSphere Replication
install after SRM installation 40
operational limits 13
vSphere Client 25, 43
vSphere Web Client 25, 43
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