Avamar vCloud Director Backup and Recovery.pdf

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    White Paper

    Abstract

    This white paper provides a technical overview of how

    EMCAvamardeduplication software and system

    backs up and recovers virtual machines within vApps of

    VMwares vCloud Director 1.5. This paper includes an in-

    depth review of how Avamar leverages the VMware

    vStorage APIs for Data Protection (VADP) with ChangeBlock Tracker (CBT) support for VMware images to

    protect vCloud components such as vApp-based VM

    images.

    September 2012

    EMC Avamar Backup and Recovery of

    Virtual Machines within VMwares

    vCloud Director

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    Copyright 2012 EMC Corporation. All Rights Reserved.

    EMC believes the information in this publication is

    accurate of its publication date. The information issubject to change without notice.

    The information in this publication is provided as is.

    EMC Corporation makes no representations or

    warranties of any kind with respect to the information inthis publication, and specifically disclaims implied

    warranties of merchantability or fitness for a particular

    purpose.

    Use, copying, and distribution of any EMC software

    described in this publication requires an applicable

    software license.

    For the most up-to-date listing of EMC product names,

    see EMC Corporation Trademarks on EMC.com.

    VMware is a registered trademark of VMware, Inc. Allother trademarks used herein are the property of their

    respective owners.

    Part Number H11022

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    Table of Contents

    Executive summary ............................................................................................. 4Introduction .......................................................................................................... 4

    Audience ....................................................................................................................... 5Backup & Recovery Options ....................................................................................... 5

    EMC Avamar Guest OS protection ..................................................................... 6EMC Avamar Image-level protection ............................................................... 6Image-level protection: Environment Overview .............................................. 8

    VMware vCenter Server .......................................................................................... 8VMware ESX/ESXi ...................................................................................................... 8vCloud Director Cells ............................................................................................... 8vCloud Director Database ...................................................................................... 8

    Avamar Universal Image Backup Proxy .................................................................... 9Avamar File-level Recovery ........................................................................................ 9

    Diagram of the Application environment ....................................................... 10Confirming VM targets in a vCloud Director vApp view ................................... 11Cross-referencing VM targets in vSphere ............................................................ 12

    Setting up Avamar Protection for vCloud Director ......................................... 14AvamarProtect_vCD output ................................................................................. 15Representation of vCloud Director components in Avamar ............................ 16

    Recovery Options .............................................................................................. 17Operations management and monitoring ...................................................... 23Conclusion .......................................................................................................... 24

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    Executive summary

    vCloud Director has an administrative GUI from which all operations are

    managed. The resources managed from vCloud Director are abstracted

    from the underlying vSphere environment that they reside in. A vApp is a

    virtual system that contains one or more individual virtual machines, along

    with parameters such as networking and policy details that define how thevApp operates in the virtual environment.

    Avamar provides the backup & restore infrastructure to protect the virtual

    machines that reside within vApps built with vCloud Director. Avamar

    provides the capability to easily discover a complete vCenter instance

    and import any and all virtual machines based on protection

    requirements. Avamar enables a vCloud Administrator to leveragepowerful image level VM backup for any number of virtual machines

    within a vApp. Avamar also enables the rapid recovery of complete virtual

    machines, individual virtual disks, or the granular level recovery of

    directories or files residing on a single Microsoft Windows or Linux virtualmachine within a vApp.

    Introduction

    This white paper presents Avamar as a backup and recovery solution for

    virtual machines that are defined within vCloud Director environments. This

    paper is not intended for implementation purposes but rather seeks to

    provide an understanding of how Avamar fits within this environment and

    provide guidance for how to efficiently and easily deploy protection of

    these virtual machines that are provisioned by vCloud Director.

    Below are some key terms that the reader will need to be familiar with in

    reading this paper:

    vApp is an encapsulation of one or more virtual machines that are created

    from a catalog or imported from vSphere. vApps allow for cloning,

    deployment and monitoring of tiered applications that span multiple VMs

    vCloud Catalogs contain references to virtual machines and media

    images. Access to catalogs can be limited to a specific organization or

    shared publically to all organizations within the vCloud Director

    Environment.

    vCloud Cells are instances of the vCloud Director server and media

    images, but also have a VC listener, a Console Proxy, a Presentation Layer

    (for https: access) and other components

    vCloud Organization a grouping of resources for a collection of users

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    vCloud Virtual Datacenters (vDC) is an allocation mechanism for resources

    such as networks, storage, CPU and memory

    Provider vDCs contain all the resources available from the vCloud service

    provider. Provider vDCs are created and managed by the vCloud Director

    Administrators.

    Organization vDCs provide an environment where virtual systems can bestored, deployed, and operated. Organizational vDCs also provide

    catalogs which contain media, image, and other objects.

    Audience

    This white paper assumes the reader has a general understanding of the

    basic vCloud Director constructs described above. It is intended for

    systems engineers, technical architects, implementation specialists,technical consultants and individuals interested in leveraging the

    integration of currently shipping products to emerging technologies.

    Backup & Recovery Options

    There are many options that a backup administrator has available when

    protecting their virtual environment. This administrator should understand

    the following protection strategies:

    Guest OS Backup Requires the installation of an agent to the virtualmachines operating system. This approach is the same on virtual

    machines as it is for protecting physical machines.

    Image-level Backup Allows the backup admin to protect a virtualmachine by capturing the full system image at a point in time. This is

    most comparable to a bare metal recovery of a physical machine, buthas several virtualization-specific calls that conform to the vendors

    specifications. Avamars image-level backup feature fully leverages

    the VMware API for Data Protection (VADP).

    A backup administrator must also decide on the level of protection thatthe virtual environment requires. More importantly, the choice of

    application awareness backup type often dictates the recovery

    granularity for virtual machines.

    The Recovery Service Level Agreement (SLA) dictates the backup

    method. Use of a guest agent within the virtual machine (Guest OS)types is not mutually exclusive; in fact, it is common to use both

    methods for virtual machines that may require application awarebackup and recovery requirements.

    The use of in guest level agents has been dominant in virtual

    environments where familiarity is valued. Since in-guest emulates long-

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    standing best practices already in use for physical machines, it has

    been the more widely used backup type. However, it does not

    leverage virtualizations encapsulation benefits and may not be the

    most efficient implementation for VM backup. For this use case, image-

    level protection takes advantage of multiple technology advances

    both in the API and the kernel. These include SCSI Hot-Add and

    Changed Block Tracking (CBT), respectively. On the other hand,image-level backup at present does not offer the guarantee of

    application-level consistency that Guest backup with its application-

    specific agents/API calls provides today.

    EMC Avamar Guest OS protection

    Backup Administrators who are transitioning a physical environment to a

    virtual one typically opt for the virtual machine guest OS backup and

    recovery approach. This approach allows for a simpler platform transition

    and will allow administrators to use their existing processes and

    methodologies. Utilizing the guest OS protection method allows one toprotect the virtual machines in the same manner as a physical server.

    The protection of many different applications and operating systems is

    possible with Avamar as the product includes a wide array of deployable

    backup agents. Avamar agents can be deployed at no additional cost.

    One of the many benefits of protection obtained at this level of backup is

    application consistency. Furthermore, dedicated agents are also able to

    automatically perform maintenance tasks such as log

    truncation/manipulation. Higher levels of deduplication are achievable in

    most cases by this approach.

    Another benefit of installing an agent within the guest is that true

    application recovery is possible. This incorporates the ability to roll forward

    databases, and start services and other key components that make the

    recovery simpler when designing a run book for recovery. This is

    specifically useful for options such as granular Exchange mailbox recovery.

    In addition, Avamar and its no-charge collection of agents enables

    application consistent backup of the vCloud Director database.

    EMC Avamar Image-level protection

    Image-level protection takes advantage of multiple technologicaladvances to meet enterprise scalability requirements by leveraging core

    VMware vStorage APIs for Data Protection, and by using the tight

    integration that Avamar provides for ease of management, administration

    and disaster recovery of vCloud Director vApp VMs.

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    The first component that enables efficient vCloud VM image backup is the

    SCSI hot-add capabilities provided by VMware vSphere. This allows access

    to a virtual machines VMDK file from another machine in a read-only

    mode for enhanced protection. SCSI hot-add replaced the legacy and

    cumbersome copy function that VMware Consolidated Backup provided

    starting with vSphere 4.0.

    The release of vSphere 5 has significantly enhanced the speed of

    operations. vCloud VM backups can leverage existing Avamar features

    such as changed block tracking (CBT), a feature of the vStorage API that

    allows the tracking of blocks modified within a VMDK file, alleviating the

    need to scan and protect all blocks of data. Use of the changed block

    tracking feature results in less CPU and IO load on your proxy hosts resulting

    in faster backups and a shorter backup window of individual and groups

    of vCloud VMs. Leveraging Change Blocked Tracking (CBT) is an industryunique feature for Avamar. When recovering VMs using CBT, results are

    improved recovery times and reduced CPU and IO load on your server,

    network, and storage infrastructure.

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    The actual nature of this process and the means by which it is employed

    also brings advantages as the backup processes are offloaded from the

    production virtual machines. Offloading allows the backup/recovery

    processing and all the scanning to occur on a separate proxy virtual

    machine. This process adds only the read requests that are shared by the

    production VM.

    With Avamar leveraging this approach one is able to maintain the benefits

    of source-side deduplication and only process the changes via

    incremental backups, with the ability for a full recovery option without any

    additional staging areas or post processing.

    Image-level protection: Environment Overview

    This section discusses the role of each component required within theenvironment to enable an image-level data protection solution.

    VMware vCenter Server

    vCenter provides a scalable and extensible platform providing thefoundation for virtualization management.

    Avamars discovery and continuous image-level backup and recovery of

    VMs that form the basis of one or many vApps uses vCenter calls.

    Although a vApp may span multiple VCs, it is at the VC level where

    Avamar uses its VADP calls to backup/recover the target VM.

    VMware ESX/ESXi

    VMware ESX is an enterprise-level virtualization product. ESX is a

    component of VMware's larger offering, VMware Infrastructure, which

    adds management and reliability services to the core server product. Thebasic server requires some form of persistent storagetypically, an array of

    hard disk drives for storing the virtualization kernel and support files. The ESX

    server is used in this solution to host the virtual machines within the virtual

    environment.

    vCloud Director Cells

    VM resources (shared from an ESX host) are instances of the vCloud Director

    server

    vCloud Director Database

    vCloud Director cells use this database to store the shared information foryour vCloud. vCloud Director 1.5 supports the use of an Oracle or a

    Microsoft SQL Server database to store its data. The applications

    installation and configuration guide contains version specific configuration

    and requirements. For the configuration described in this paper a vCloud

    Director appliance was used.

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    EMC Avamar

    EMC Avamar backup and recovery software provides integrated

    source/global data deduplication. An Avamar agent on the client system

    (production VMware guide, or Proxy VM for image level backups)

    deduplicates the data, and then backs it up to an Avamar server (for

    example, an Avamar Data Store). Unlike traditional backup software,

    Avamar deduplicates backup data before it is transferred across the

    network and stored to disk. Additionally, Avamar deduplicates data

    globally by storing just a single instance of each sub-file, variable length,

    data segment that it identifies as unique, across all of its protected sites

    and servers. As a result, Avamar enables rapid, daily full backups even

    across congested or slow WAN/LAN links and virtual infrastructures.

    Avamar is used in this solution to not only store the backup data, but also

    to communicate with vCenter to help manage, monitor, and configure

    the backup of the virtual infrastructure.

    Avamar Universal Image Backup Proxy

    Avamar Universal Image Proxies are a key element of image level

    protection. They are delivered as vSphere-deployable OVA templates. An

    OVA template contains a packaged image proxy virtual machine that

    includes both VMware and Avamar code for the purpose of image-level

    backups and recoveries. This machine is configured with two CPUs and

    requires 2 GB of memory. Avamar Image Proxy machines use the vSphere

    APIs to mount the virtual machine files that require protection. Theadministrator has the flexibility to deploy multiple proxies based on ones

    operating system environment requirements. Multiple proxy deployments

    allow simultaneous backups and recoveries. The universal image proxy

    provides the capability to protect either Windows or Linux machines.

    Avamar customers can deploy Univeral Image Backup Proxies at no

    additional cost for the software.

    Avamar File-level Recovery

    The Avamar Universal Image proxy supports file level recovery for bothWindows or Linux virtual machines. It leverages the Avamar Virtual File

    System (AvFS) to create a browsable view within a virtual machines VMDK

    file for easy, granular recovery.

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    Diagram of the Application environment

    Avamar 6.1

    vSphere 5.0

    VMware Cloud Director 1.5

    Figure 1. vCloud Director Application Overview

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    Confirming VM targets in a vCloud Director vApp view

    vCloud Director organizes VMs into a vApp. A vApp contains one or many

    VMs that may require protection. Once a vApp is defined, the user can

    add virtual machines and utilize the infrastructure made available

    (network, and catalog) to that organization to accomplish the tasksassigned to that VM.

    When a VM is created in vCloud Director, the machine is also presented

    and made available to the corresponding resouce pool element in

    vSphere. It this relationship that enables Avamar to provide image

    protection to that vApps VMs.

    Figure 2. below shows the vApp view from perspective of vCloud Director.

    The vApp named Skynet Web Services houses 2 Virtual Machines.

    Figure 2. vCloud Director vApp view

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    Cross-referencing VM targets in vSphere

    Figure 3. below shows an expanded view of the Virtual Center tree

    displaying the various vApps VMs. VMs named in vCloud Director will be

    presented with a GUID in parentheses in vCenter.

    Figure 3. vCloud Resources as displayed in vCenter

    Figure 4. vCloud Director Organization View

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    Figure 4. above shows the organizations in vCloud Director in relation to

    how it is presented above in vCenter.

    Figure 5. Machine Name in vCD and vSphere

    Figure 5. Above shows the properties view of a virtual machine in a vApp in

    vCloud Director, and the machine name as it appears in vSphere. Avamar

    will read in the name from vSphere when this vm is imported.

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    Setting up Avamar Protection for vCloud Director

    To protect the virtual machines defined in vCloud Director within Avamar,

    perform the following steps:

    1. Import the vSphere Virtual Center.2. To protect all of the VMs within a vCloud Directors organizations->

    virtual data centers (vDC)->vApps obtain theAvamarProtect_vCD_ps.zip file. Note: These scripts are unofficialand not supported by EMC support. Theyre provided on a as-is use

    at your own risk basis. Theyve been qualified to work with Avamar

    6.1, vCloud Director 1.5 and vSphere 5.0.x.

    3. Unzip the file and refer to the README.txt file on the setup of thescripts.

    4. Once the Avamar_Protect_vCD.ps1 script has been configuredexecute it and it will perform the following:

    a. Uses VMware PowerCLI commands to discover allorganizations (orgs) in vCloud Director

    b. Establishes a secure shell connection to the Avamar utilitynode.

    c. Proceeds to discover all orgs virtual data centers (org-vDCs)for each configured organization

    d. Discovers the configured vApps residing in each org-vdc.e. Discovers the VM's in each vApp.f. From this resulting information, for each VM it imports them into the

    Avamar Server configuration and adds it to an Avamar Backup Policy

    Group which is configured to perform VMware Image Backup using

    the VMware vStorage APIs for Data Protection (VADP) using a set

    schedule and specific retention.

    g. Finally, the script automatically works to assign specific Avamar ProxyVMs configured in the VMware environment to the Avamar Policy

    Group.

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    AvamarProtect_vCD output

    Once you see the message "Press enter to complete...:" feel free to analyze the output.

    When you are finished hit the "Enter/Return" key to exit the script.

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    Representation of vCloud Director components in Avamar

    Figure 6. vCD components in Avamar

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    Recovery Options

    EMC Avamar allows image level backup to protect the defined virtual

    machines in your vApp on a scheduled or ad hoc basis. There are three

    recovery options that can be used to restore data:

    1. Use Avamar File Level Recovery leveraging the universal proxy2. Use Avamar disk level recovery.3. Restore the entire VM out of place and import back into vCD.

    Once the VMs are protected any individual drive can be restored. This

    includes data drives with assigned nomenclature such as X:\, Y:\, Z:\ or a

    systems complete set of drives including the operating systems drive with

    all content such as C:\. boot drive. With Avamar v6.1, administrators also

    have the ability to backup individual virtual disks as opposed to the entireVM.

    In the case of a single data drive restore one can use the new Avamar 6.1

    virtual disk restore option for a VM. This allows adminstrators to recoverindividual vmdks directly to the a virtual machine, regardless of whether or

    not the VM is part of a vApp. Individual file-level recoveries are also

    enabled in vCloud Director environments.

    However, In the event of a complete loss of a VM or group of VMs from a running

    vApp, a redirected restore is required and then the newly restored VMs must be

    imported into a catalog. Once the restored machine is present in a catalog, the

    VM(s) can be imported into the target vApp and then powered up to resume

    operations.

    Use Case 1 - Loss of a critical file from a VM inside of a vApp

    A user of a virtual machine that was part of a vApp has deleted a single

    file or directory from the vm and requires that it be restored.

    This case assumes a complete VM image backup of the VM exists in

    Avamar.

    To recover a critical file or directory that has been deleted off a VM

    running inside of the vApp, perform the following steps:

    1. Launch Avamar and select the backup and restore icon from thelauncher.

    2. Expand the navigation tree and browse to the vApps VM from whichyou want to restore the file from.

    3. Select the desired date from the calendar and backup from theavailable backups in the displayed table.

    4. In the UI below the calendar there are two small icons. One an icon oftwo small folders when moused over displays the tool tip Browse

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    Granular Restore. Selecting this option will mount a Windows Explorer

    like tree view of the drives and their content from the image backup.

    5. Expand down to the file or folder to be restored.6. Right click on the file or folder and choose Restore Now from the menu

    displayed.

    7. Using the default option that will restore everything to its originallocation choose OK.

    8. Enter in the username and password of the administrative account onthe VM and choose ok. This will initiate the granular file recovery and

    restore the file or folder from the image backup of the VM.

    9. Select the activity monitor in the Avamar UI to view the jobs progress.10.Once the job is complete, login to the virtual machine and verify the

    file is available.

    Figure 7. File Level Restore of VM in a vApp

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    Use Case 2. Loss of a Data Drive from running VM in vApp.

    A data drive that was presented to a vApps VM has become corrupt,

    unavailable, or in some way inaccessible and needs to be recovered.

    1. Within the Avamar Administrator UI navigate to the Backup and Restoreinterface and select the VM in the tree. Select backup and restore

    from the UI. Select the virtual machine that is part of the vApp from thediscovered VC in the tree.

    2. Power off the VM for the disk to be restored.3. Select the restore tab and specify a date that encompasses the

    backup that included the drive requiring recovery.

    4. Once the icon for image becomes available, select the appropriatedrive and choose restore now.

    5.6. Power up the VM and verify the disk has been restored and available to

    the host.

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    Use Case 3. Complete loss of a mission critical VM from a vApp

    This section describes how to recover an entire lost/corrupt virtual machine

    that was part of a vApp.

    This case assumes a complete VM image backup of the VM exists in

    Avamar. From vCloud Director select one of the machines in the vApp

    right click and delete it. In the example below, we will use the VM wguest-

    01. This will effectively remove it from vCloud as an available machine, andadditionally it will remove all of the resources from vSphere for this

    machine.

    In the Organizations vApp view verify that the target vm is no longer

    present.

    1. Launch Avamar to restore the deleted VM. Browse to the Restoretab and select a valid date from the calendar in the UI. Select the

    vm image time stamped backup from the tabular view presented,

    select All Virtual Disks, Right click and choose Restore Now. From

    the drop down, choose Restore to a different machine.

    2.3. Give this new machine a name, choose the

    Configure Destination button. Enter all the relevant informationto finish the restore request and verify the restore using Activity

    monitor. Once the host is created, leave it in a powered off state.

    4. Launch vCloud Director and navigate to your Organization. Oneshould be able to see the VMs in your vApp from the VM view in the

    tree.

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    5. Select the orphaned VM, make a note of its name and delete it6. Login to vCloud Director and navigate to a public catalog and

    import the VM from vSphere:

    7. Once the VM has been imported back into the catalog select thevApp which used to contain the VM.

    8. Now import the VM from the catalog back into the vApp:

    9.10.Configure the VM to have the name of the VM that was deleted

    and remember to assign it the same IP address.

    Select the tab Guest OS Customization and enable guestcustomization. Navigate to the General tab in the properties tab,

    and full name, and enter computer name.

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    11.Select the Hardware tab. In the Nics area located under Networkselect add network, then "organization network, choose the

    network you have configured. Once it is created, you can select the

    VM in the vApp and move it to the original location.

    12.Power the VM on to verify that it is available and accessible.13.Edit the Avamar group by removing the previous instance of this

    new VM from the Avamar group, and then add the new instance toensure that backups that run now include this new VM.

    14.Once this new instance of the machine is added to the group run anon demand backup and verify the backup was a success in the

    Avamar Activity UI.

    * NOTE: Do not delete the VM directly from vSphere. Although this will

    remove the VM, it does not do a clean delete. Backups of the machine

    that is deleted from vSphere and not vCloud Director will fail after it is

    restored due to locking issues.

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    Operations management and monitoring

    Figure 12. below shows an overlay of the Avamar Activity monitor over the

    vCenter UI where the snapshot creation process and activity of the proxy

    can be monitored and observed.

    Figure 12. Operation Management and Monitoring

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    Conclusion

    vCloud Director is an ideal product for organizations that require rapid

    deployment of virtual environments that are intended for short or long-term

    duration usage such as development, test, or demonstration application

    environments. Additionally, as the market moves into an infrastructure-provisioned paradigm where chargeback and continuous monitoring are

    core offerings, the need for reliable and rapid backup and restore

    capabilities are mission critical. Avamars tight integration and use of the

    VMware APIs ensure that data protection is current with vCloud Directorsability to deploy on-demand public or private virtual environments. As this

    paper has demonstrated Avamar provides flexible image-level and Guest

    OS protection to meet individual VM and vCloud Directors infrastructure

    (vCloud database) backup and recovery requirements.