Managing VMware vCenter Site Recovery Manager - … · Managing VMware vCenter Site Recovery...

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Managing VMware vCenter Site Recovery Manager This chapter contains the following sections: About VMware vCenter Site Recovery Manager, page 1 Overview of SRM Configuration, page 2 Integrating SRM with Cisco UCS Director, page 3 About VMware vCenter Site Recovery Manager VMware vCenter Site Recovery Manager (SRM) 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. The following terms are important to fully understand SRM technology. Array-based replication (ABR) Replication of virtual machines that is managed and executed by the storage subsystem itself, rather than from inside the virtual machines, the vmkernel or the Service Console. Failback Reversal of direction of replication, and automatic reprotection of protection groups. Failover Event that occurs when the recovery site takes over operation in place of the protected site after the declaration of a disaster. Protection group A group of virtual machines that will be failed over together to the recovery site during testing or recovery. Cisco UCS Director VMware vSphere Management Guide, Release 5.3 1

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Managing VMware vCenter Site RecoveryManager

This chapter contains the following sections:

• About VMware vCenter Site Recovery Manager, page 1

• Overview of SRM Configuration, page 2

• Integrating SRM with Cisco UCS Director, page 3

About VMware vCenter Site Recovery ManagerVMware vCenter Site Recovery Manager (SRM) is a business continuity and disaster recovery solution thathelps you to plan, test, and run the recovery of virtual machines between a protected vCenter Server site anda recovery vCenter Server site. The following terms are important to fully understand SRM technology.

Array-based replication (ABR)

Replication of virtual machines that is managed and executed by the storage subsystem itself, ratherthan from inside the virtual machines, the vmkernel or the Service Console.

Failback

Reversal of direction of replication, and automatic reprotection of protection groups.

Failover

Event that occurs when the recovery site takes over operation in place of the protected site after thedeclaration of a disaster.

Protection group

A group of virtual machines that will be failed over together to the recovery site during testing orrecovery.

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Protected site

The primary site that contains the virtual machines to be protected.

Recovery site

The secondary site to which virtual machines will fail over.

Figure 1: SRM Architecture

Overview of SRM ConfigurationConfiguring SRM after installation on the protected and recovery site involves the following steps:

1 Configure array managers in SRM: Array managers are identities of the storage systems at both theprotected and recovery sites. Once SRM is installed, it interrogates the array managers and discovers whichdatastores have been marked for replication.

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2 Define inventory mappings: Inventory mappings build a relationship between the folders, resource poolsand networks between the protected site and recovery site. These mappings ensure that VMs are recoveredto the correct location in the vCenter environment.

3 Create protection groups: Protection Groups are pointers to the replicated vSphere datastores that containcollections of virtual machines that will be failed over from the protected site to the recovery site.

4 Create recovery plans: A recovery plan is like an automated runbook. It controls every step of the recoveryprocess, including the order in which virtual machines are powered off or powered on, the network addressesthat recovered virtual machines use, and so on. A recovery plan applies to one or more protection groups.The protection groups use the inventory mappings to determine the location of placeholder VMs. Theseplaceholder VMs are used in Recovery Plans to indicate when and where they should be recovered andallows for advanced features such as VM dependencies and scripting callouts.

Integrating SRM with Cisco UCS DirectorThe integration of SRM with Cisco UCS Director involves discovering and enabling the existing SRMenvironment in Cisco UCS Director. The various interlinked components in the SRM environment such asinventory mappings, protection groups, and recovery plans need to be identified and enabled in Cisco UCSDirector for the seamless communication between the primary site and recovery site when a disaster occurs.

Cisco UCSDirector integration with the SRMAPI lets you create protection groups and initiate test, recovery,reprotect, or revert operations and collect the results. You can create a protection group, protect a VM, unprotecta VM, and add a protection group to a recovery plan using orchestration workflow tasks.

Assumptions for integrating SRMEnsure that the following assumptions are met prior to integrating SRM with Cisco UCS Director:

• Inventory mappings between protected and recovery sites, specifically resource pools, folders andnetworks have been configured.

You can create folder, resource pool, and network mappings using Cisco UCS Director workflow tasks.

• Protection groups for the protected site have been created.

Currently, you can configure SRM to work with Cisco UCS Director by configuringarray-based replication. Array-based replication surfaces replicated datastores to recovervirtual machine workloads.

Note

• A recovery plan has been created on the recovery site.

Enabling SRM in Cisco UCS DirectorThe following table describes the process of enabling SRM in Cisco UCS Director. Prior to completing thetasks below, ensure that the assumptions described in the Assumptions for integrating SRM, on page 3section are met.

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DescriptionTask

See Adding a SRM account, on page 4Add a SRM account

Enable the resource pool mappings between protectedand recovery sites in Cisco UCS Director.

See Enabling Resource Pool and Folder Mappings,on page 6

Enable Resource Pool Mappings

Enable the folder mappings between protected andrecovery sites in Cisco UCS Director.

See Enable Folder Mappings

Enable Folder Mappings

Enable the protected groups created in the protectedsite in Cisco UCS Director.

See Enabling Network Mappings

Enable Network Mappings

Enable the network mappings between protected andrecovery sites in Cisco UCS Director.

See Enabling Protection groups, on page 9

Enable Protection Groups

Enable policies (computing, network and storage) inthe VDC.

See Enabling Policies in VDC, on page 11

Enable policies in the Virtual Datacenter (VDC)

Adding a SRM account

Before You Begin

Ensure that the protection and recovery sites are configured properly.

Procedure

Step 1 On the menu bar, choose Administration > Virtual Accounts.Step 2 Choose the Virtual Accounts tab.Step 3 Click Add (+).Step 4 In the Add Cloud dialog box, complete the following fields:

DescriptionName

Choose VMware.

The following fields are displayed whenVMware is chosen. Other cloud types displayfields that are specific to that cloud type.

Note

Cloud Type drop-down list

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DescriptionName

The cloud name. The name cannot include singlequotes.

Each cloud requires a unique name in CiscoUCSDirector. Once a cloud has been added,all reports refer to the cloud using the CloudName.

Note

Cloud Name field

The vCenter server address.Server Address field

The vCenter server username.Server User ID field

The vCenter server password.Server Password field

The server port number.Server Access Port field

The data center name on the vCenter account.

This name allows you to discover, monitor, andmanage the specified pod's resources. Leave the fieldblank if the entire vCenter account is managed byCisco UCS Director.

VMware Datacenter field

To enable SRM, check the Enable SRM check box.Enable SRM check box.

The IP address of the primary SRM Server.Primary SRM Server Address

The user ID of the primary server User ID.Primary SRM Server User ID

The password for the primary SRM serverPrimary SRM Server Password

The access port for the primary SRM server.Primary SRM Server Access port

The user ID for the remote SRM server.Remote SRM Server User ID

The password for the remote SRM server.Remote SRM Server Password

The URL for server access.Server Access URL field

The description of the cloud.Description field

The contact email address for the cloud.Contact Email field

The location.Location field

Choose the converged infrastructure pod.

By choosing a pod name, the VMware cloud accountappears in the converged infrastructure stack.

Pod drop-down list

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DescriptionName

The service provider’s name.Service Provider field

Step 5 Click Add.

Enabling Resource Pool and Folder Mappings

Procedure

Step 1 On the menu bar, choose Policies > Virtual/Hypervisor Policies > ComputingStep 2 Choose the VMware Computing Policy tab.Step 3 Click Add (+).Step 4 In the Add Computing Policy dialog box, complete the following fields:

DescriptionName

The name of the policy.

This name is used during catalogdefinition

Note

Policy Name field

The description of the policy.Policy Description field

Choose the cloud where resource allocation occurs.Cloud Name drop-down list

To enable protection, check the Enable Protectioncheck box.

Enable Protection check box

Choose the scope of deployment.

You can narrow the scope of deployment byspecifyingwhether to use all, include chosen,or exclude chosen options. Depending onthe choices, a new field appears where therequired hosts or clusters can be chosen.

Note

Host Node/Cluster Scope drop-down list

The resource pools that havemappings with RecoverySite Resource Pools. This option is required if youchecked the Enable Protection check box.

Resource Pool drop-down list

Choose the ESX installation type: ESX, ESXi, orboth.

ESX Type drop-down list

Choose the version of ESX.ESX Version drop-down list

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DescriptionName

Check the check boxes for one or more conditionsthat should match. Any hosts that do not meet thesecriteria are excluded from consideration. If more thanone condition is chosen, all of the chosen conditionsmust match.

Minimum Conditions check boxes

Deployment Options

Check the check box to override the templateproperties. You are provided with options to entercustom settings for CPU and memory.

Override Template check box

A custom number of vCPUs. The specified numberof vCPUs for a VM should not exceed the total coresfor the chosen scope of host nodes or clusters.

This option appears if you choose OverrideTemplate.

Note

Number of vCPUs field

The CPU reservation for the VM. The reservationdepends upon the number of vCPUs specified.

This option appears if you choose OverrideTemplate.

Note

CPU Reservation (MHz) field

The CPU limit for the VM. The CPU limit is basedon the chosen scope of host nodes or clusters.

CPU Limit (MHz) field

Choose the CPU shares: low, normal, or high. TheCPU shares determine which VMgets CPU resourceswhen there is competition among VMs.

This option appears if you choose OverrideTemplate.

Note

CPU Shares drop-down list

The custom memory for the VM.

This option appears if you choose OverrideTemplate.

Note

Memory field

Thememory reservation for the VM. The reservationdepends upon the memory specified.

This option appears if you choose OverrideTemplate.

Note

Memory Reservation (MB) field

The memory limit for the VM. The memory limit isbased on the chosen scope of host nodes or clusters.

This option appears if you choose OverrideTemplate.

Note

Memory Limit (MB) field

Choose the memory shares: low, normal, or high.1Memory shares determine which VM gets memoryresources when there is competition among VMs.

This option appears if you choose OverrideTemplate.

Note

Memory Shares drop-down list

Resizing Options

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DescriptionName

Check the check box to allow VM resizing beforeprovisioning or to resize an existing VM.

Allow Resizing of VM check box

The range of vCPUs to use while provisioning a VMor resizing an existing VM. A range of more than 8is visible during VM provisioning or resizing. onlyif the chosen cloud (vCenter) is 5 or above and hasVM version 8. Only the values specified in the boxare visible.

This option appears if you choose AllowResizing of VM

Note

Permitted Values for vCPUs field

The range of memory to use while provisioning a VMor resizing an existing VM. For example: 512, 768,1024, 1536, 2048, 3072, 4096, and so on. Only thevalues specified in the box are visible.

This option appears if you choose AllowResizing of VM

Note

Permitted Values for Memory in MB field

The VMs created using this policy that can bedeployed into a custom folder. Cisco UCS Directorallows automatic creation of folder names from groupnames or the availableMacro provided by Cisco UCSDirector. See the Cisco UCS Director OrchestrationGuide for more information.

For more information, see the Cisco UCS DirectorOrchestration Guide.

By specifying ${GROUP_NAME}, folders arecreated from the group name which uses this policy.You can specify a new or existing folder name.

If the Enable protection option is checked, only thefolders that are mapped to the recovery site are listedin the drop-down folder.

Deploy to Folder field

Step 5 Click Add.

Viewing SRM Protection Group ReportsYou can view the collected inventory for SRM resource mappings, protection groups, and recovery plans.

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Procedure

Step 1 On the menu bar, choose Virtual > Compute.Step 2 In the Compute for All Clouds pane, choose the VMware cloud.Step 3 Click the SRM Sites tab.Step 4 Choose the SRM site.Step 5 Click View Details to see the details of the SRM site.Step 6 Click the Protection Groups tab.Step 7 Choose the protection group.Step 8 Click View Details to see the details of the SRM protection group.

By default, the Unassigned Replicated VMs tab appears. You can also view the associated datastores, VMs,and recovery plans in the Datastores, VMs, and Recovery Plans tabs.

Enabling Protection groups

Procedure

Step 1 On the menu bar, choose Policies > Virtual/Hypervisor Policies > StorageStep 2 Choose the VMware Storage Policy tab.Step 3 Click Add(+).Step 4 In the Add Storage Resource Allocation Policy dialog box, complete the following fields:

DescriptionName

The name of the policy. This name is used duringcatalog definition.

Policy Name field

The description of the policy.Policy Description field

Choose the cloud in which resource allocation occurs.Cloud Name drop-down list

To enable protection, check the Enable Protectioncheck box.

Enable Protection check box

The primary site protection groups.Protection Group button

System Disk Scope

Check the check box to use a linked clone.

A linked or a full clone will depend on the linkedclone selection in the storage policy.

Use Linked Clone check box

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DescriptionName

Choose a storage profile to provision a VM using anassociated storage profile.

Storage Profile drop-down list

If you want to narrow the scope of deployment,choose whether to use all, include selected datastores,exclude selected datastores, include selected datastoreclusters, or exclude selected datastore clusters.

Data Stores / Datastore Clusters Scope drop-downlist

If the scope of deployment is narrowed, you canchoose the datastores associated with the storageprofile.

Selected Data Stores

If Include Selected Datastore Clusters or ExcludeSelected Datastore Clusters is chosen, choose theDRS rule type. It can be one of the following:

• Keep VMDKs Together -- You must select anexisting rule on the filtered clusters. The newlyprovisioned VM will be added to the VManti-affinity rule.

• Separate VMDKs -- If the newly provisionedVM contains more than one disk, a new VMaffinity rule is created on the datastore cluster.

DRS Rule Type drop-down list

If Include Selected Datastore Clusters or ExcludeSelected Datastore Clusters is chosen, choose theVMs that you want to apply the rule to.

Select Rule

Check the check box if you want to use a shareddatastore only.

Use Shared Data Store Only check box

Storage Options

Check the check box to use local storage. By default,the field is checked.

Use Local Storage check box

Check the check box to use NFS storage. By default,the field is checked.

Use NFS check box

Check the check box to use SAN storage. By default,the field is checked.

Use SAN check box

Choose one or more conditions that should match.Any datastores that do not meet these criteria areexcluded from the consideration. If more than onecondition is chosen, then all conditions must match.

Minimum conditions check boxes

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DescriptionName

Check the check box to override the templateproperties. You are provided with options to entercustom settings such as using thin provisioning andcustom disk size.

Override Template check box

Resizing Options for VM Lifecycle

Check the check box to provide the end user with anoption to choose VM disk size before provisioning.

Allow Resizing of Disk check box

The custom range of disk size values that are chosenwhile provisioning a VM. For example, 1, 5, 10, 50,100, 500, 1024, 5120, 10240, and so on.

This option appears if Allow Resizing ofDisk is checked.

Note

Permitted Values for Disk in GB field

Check the check box to provide the end user with anoption to choose VM disk size before provisioning.

Allow user to select datastore from scope checkbox

Step 5 Click Next.Step 6 In the Additional Disk Policies pane, choose a disk type to configure.Step 7 Click Edit to edit the disk type.Step 8 In the Edit Entry dialog box, uncheck the Same as System Disk Policy check box to configure the disk

policy.Step 9 Click Submit.Step 10 In the Edit Entry dialog box, configure additional disk policies.

This step is similar to the way the Storage Resource Allocation Policy is configured.

Enabling Policies in VDC

Procedure

Step 1 On the menu bar, choose Policies > Virtual/Hypervisor Policies > Virtual Data Centers.Step 2 Choose the VDC tab.Step 3 Click Add (+).Step 4 In the Add VDC dialog box, select the cloud type, and click Submit.Step 5 In the Add VDC dialog box, complete the following fields:

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DescriptionName

The name of the VDC.

After entering the name, it cannot be edited.

VDC Name field

Check the check box to deny the use of the VDC forany further deployments. Actions on existing VMs,within this VDC, are disabled. Uncheck the checkbox to allow the use of the VDC for furtherdeployments.

VDC Locked check box

The VDC-specific description.VDC Description field

Choose the customer organization(s) for which theVDC is being set up.

Customer Organizations

Choose the cloud on which the VDC is being set up.Cloud Name drop-down list

To enable protection, check the Enable Protectioncheck box. If checked, all the policies for this account(compute, storage and network) that have SRMenabled are displayed here.

Enable Protection check box

Approvers and Contacts

The user who must approve the service request.First Level Approver(s)

The second user who must approve the servicerequest.

Second Level Approver(s)

If checked, approval is required from all specifiedusers.

Approval required from all the users check box

The number of email reminders to be sent. If set to0, the reminder email will be sent at the specified timeinterval until the request is approved or rejected.

Number of Approval Request Reminders field

The time interval in which the email reminders aresent.

Reminder Intervals (Hours) field

The contact or user’s email address. The person whois notified about VM provisioning using this VDC.

Provider Support Email Address field

The second contact’s email for copying notificationsabout this VDC.

Copy Notifications to Email Address field

Policies

Choose the system policy applicable to the VDC.System Policy drop-down list

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DescriptionName

Choose the computing policy applicable to the VDC.Computing Policy drop-down list

Choose the network policy applicable to the VDC.Network Policy drop-down list

Choose the storage policy applicable to the VDC.Storage Policy drop-down list

Choose the ISO image mapping policy applicable tothe VDC.

ISO IMage Mapping Policy drop-down list

Choose the cost model applicable to the VDC.Cost Model drop-down list

Check the check box to disable displaying cost in theSR summary and email page for this VDC.

Disable displaying cost in the SR summary andemail page check box

Choose the policy that is used for execution oforchestration workflow post provisioning of the VMs.The chosen workflow appears as an action button forVMs within the VDC.

User Action Policy drop-down list

Choose the number of days to wait before deletingan inactive VM. The VM in the inactive state is whenit is not in the power-on state.

Ensure that theDelete Inactive VM's Basedon VDC Policy check box is checked in theAdvanced Controls tab underAdministration > System for this choice towork as expected. For more information, seeEnabling Advanced Controls.

Note

Delete after Inactive VM days drop-down list

Choose the policy that is used for execution oforchestration workflow post provisioning of the VMs.

End User Self-Service Policy drop-down list

Step 6 Click Add.

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