Disaster Recovery Using VMware vSphere Replication and vCenter Site Recovery Manager - Second Edition
By Abhilash G B
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Disaster Recovery Using VMware vSphere Replication and vCenter Site Recovery Manager - Second Edition - Abhilash G B
Table of Contents
Disaster Recovery Using VMware vSphere Replication and vCenter Site Recovery Manager Second Edition
Credits
About the Author
About the Reviewer
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the color images of this book
Errata
Piracy
Questions
1. Installing and Configuring vCenter Site Recovery Manager (SRM) 6.1
Introduction
So what exactly are RPO and RTO?
What is Site Recovery Manager?
Site Recovery Manager(SRM) architecture
Array manager
Storage Replication Adapter (SRA)
Laying the groundwork for an SRM environment
Preparing storage for array-based replication
Host presentation (Zoning) at the protected and the recovery sites
Installing SRM on both the protected and recovery sites
Performing the SRM installation
Pairing SRM sites
Installing the Storage Replication Adapters
Downloading the SRAs
Installing the SRA
Adding array managers and enabling array pairs
Configuring placeholder datastores
Creating resource, folder, and network mappings
Resource mappings
Folder mappings
Network mappings
Virtual machine swap file location
Design choice 1: Separate datastore for the swap files
Design choice 2: Store the swap files in the VM's working directory
Summary
2. Creating Protection Groups and Recovery Plans
Understanding datastore groups
Understanding protection groups
Storage policy-based protection groups
Creating a protection group
What happens when you create a protection group?
Understanding recovery plans
Creating a recovery plan
Summary
3. Testing and Performing a Failover and Failback
Testing a recovery plan
Test workflow
Running the test
Testing a recovery plan – background
Performing the cleanup after a test
Performing a planned migration
Performing a disaster recovery (failover)
Performing a forced recovery
Enabling forced recovery for a site
Running a forced recovery
Reprotecting an SRM site
Performing a failback to an SRM protected site
IPv4 customization rules
Creating an IPv4 customization rule
How does SRM use IP customization rules?
Configuring VM recovery properties
IP customization
Recovery properties
Priority group
VM dependencies
Shutdown action
Startup action
Pre-power on and post-power on steps
Summary
4. Deploying vSphere Replication
Introduction
New features in vSphere Replication 6.1
Understanding the vSphere Replication architecture
Downloading the vSphere Replication bundle
Deploying the vSphere Replication Appliance
How does it work
Setting the VRA hostname and a VRM site name for the VRA
VRA hostname
VRM site name
Configuring a SQL database for VRMS
Deploying a vSphere Replication Server
Registering vSphere Replication Servers
Summary
5. Configuring and Using vSphere Replication 6.1
Adding a remote site as a target
Configuring replication for a VM to the local/remote site
How does replication work?
Using replication seeds
Monitoring replication
Reconfiguring replication
Changing the target datastore
Pausing an Ongoing replication
Synchronize Data Immediately
Stopping replication on a VM
Moving replication to another VR Server
Recovering virtual machines
Configuring failback for VMs
Using SRM with vSphere Replication
Creating a vSphere Replication protection group
Creating a vSphere Replication recovery plan
Testing a vSphere Replication recovery plan
Performing a recovery or a planned migration
Preforming a failback (re-protect and failover)
Summary
6. Using vRealize Orchestrator (vRO) to Automate SRM and vSphere Replication
Deploying and configuring vRealize Orchestrator
Downloading vRealize Orchestrator
Deploying vRealize Orchestrator
Using the vRealize Orchestrator client
Configuring vRealize Orchestrator
Configure vRO database
Configure authentication provider
Enabling vRealize Orchestration for a vCenter
Adding a vCenter Server instance to vRO
Registering vRO as a vCenter Server extension
Install vRealize Orchestrator plugins for SRM and vSphere Replication
Downloading the vRO plugins for SRM and vSphere Replication
Installing vRO plugins
Troubleshooting SRM and vSphere Replication
Getting to the logs
Analyzing vSphere Replication logs
Analyzing SRM logs
Increasing the logging level for SRM
Troubleshooting references
Summary
Index
Disaster Recovery Using VMware vSphere Replication and vCenter Site Recovery Manager Second Edition
Disaster Recovery Using VMware vSphere Replication and vCenter Site Recovery Manager Second Edition
Copyright © 2016 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: May 2014
Second edition: October 2016
Production reference: 1201016
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-78588-609-6
www.packtpub.com
Credits
Author
Abhilash G B
Reviewer
Dan Frith
Commissioning Editor
Pratik Shah
Acquisition Editors
Prachi Bisht
Subho Gupta
Content Development Editor
Sanjeet Rao
Technical Editor
Devesh Chugh
Copy Editor
Tom Jacob
Project Coordinator
Judie Jose
Proofreader
Safis Editing
Indexer
Pratik Shirodkar
Graphics
Kirk D'Penha
Production Coordinator
Shantanu N. Zagade
Cover Work
Shantanu N. Zagade
About the Author
Abhilash G B (@abhilashgb) is a virtualization specialist, author, designer, and a VMware vExpert (2014, 2015, and 2016), who specializes in the areas of data center virtualization and cloud computing.
He has been in the IT industry for more than a decade and has been working on VMware products and technologies since the start of 2007. He currently works as a senior VMware consultant for one of largest information technology and services company in the world.
He holds several VMware certifications including VCP3, VCP4, VCP5-DCV, and VCP-Cloud. He also holds advanced certifications such as VCAP4-DCA and VCAP5-DCA.
He is also the author of some other books published by Packt Publishing—VMware vSphere 5.1 Cookbook in July 2013, Disaster Recovery using VMware vSphere Replication and vCenter Site Recovery Manager in May 2014, VMware vSphere 5.5 Cookbook in February 2015, and a co-author of the book Learning VMware vSphere in October 2016.
I dedicate this book to my family. Without their patience and support this book would not have been possible.
Thanks to the technical reviewer Dan Frith for his valuable input.
Special thanks to the entire Packt Team for their support during the course of writing this book.
About the Reviewer
Dan Frith (@penguinpunk) has been working with various data center technologies for the last fifteen years and has focused on storage and virtualization for the last ten years. He currently works for a global systems integrator as a consultant and has significant experience with government and large enterprise. Dan is passionate about enabling business to succeed through technology. After working hours, Dan enjoys spending time with his family, blogging, playing basketball (badly), and listening to records.
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Preface
This book covers the use of vSphere Replication and VMware Site Recovery Manager to make your vSphere environment recoverable in the event of a disaster. All the concepts and tasks covered in this book are for vSphere Replication 6.1 and VMware vCenter Site Recovery Manager 6.1.
What this book covers
Chapter 1, Installing and Configuring vCenter Site Recovery Manager (SRM) 6.1, introduces you to the architecture of SRM and also guides you through the process of installing and configuring SRM to leverage array-based replication.
Chapter 2, Creating Protection Groups and Recovery Plans, teaches you how to configure protection for virtual machines by creating Protection Groups and creating an orchestrated runbook with the help of Recovery Plans.
Chapter 3, Testing and Performing a Failover and Failback, teaches you how to test the recovery plans that were created and also perform a Planned Migration, a Failover, and a Failback using them.
Chapter 4, Deploying vSphere Replication, guides you through the steps required to deploy vSphere Replication Appliances and vSphere Replication Servers.
Chapter 5, Configuring and Using vSphere Replication 6.1, teaches you how to add target sites and enable replication on virtual machines and recover them. It also teaches you how to configure vCenter SRM to leverage the vSphere Replication engine.
Chapter 6, Using vRealize Orchestrator (vRO) to Automate SRM and vSphere Replication, guides you through the process of deploying and configuring vRealize Orchestrator. It also teaches you how to install vRO plugins for SRM and vSphere Replication and has instructions which will help you to locate SRM and vSphere replication logs and use them for troubleshooting issues.
What you need for this book
If you were to follow along with each chapter by practicing the tasks in a lab, then you would need two ESXi hosts, two vCenter Servers, two SRM instances, and two storage array nodes with replication configured between them. This might