VMware vCenter Server Heartbeat - 6.3 QuickStart Guide

QuickStart Guide
vCenter Server Heartbeat 6.3 Update 1
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-000563-01
QuickStart Guide
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Contents

About This Book 5
1 vCenter Server Heartbeat Introduction 7
vCenter Server Heartbeat Overview 7 vCenter Server Heartbeat Protection 7
Server Protection 8 Network Protection 8 Application Protection 8 Performance Protection 8 Data Protection 9
Communications 9
vCenter Server Heartbeat Communications 9 VMware Channel 9 Principal (Public) Network 9
Node Configuration 10
2 vCenter Server Heartbeat Installation 11
Overview 11 Environmental Prerequisites 11
FireWall Configuration Requirements 11
Common Requirements 12
Server Architecture 13 Application Component Options 13
vCenter Server with SQL Server on the Same Host 14 vCenter Server with SQL Server on a Separate Host 14
Network Requirements 14
Primary Server 14 Secondary Server 14
Installation Process 15
Primary Server 15 Secondary Server 19
Renaming the Servers 21
vCenter Server Heartbeat Console 22
Installation of Client Tools 22
Administering vCenter Server Heartbeat 23
Navigate vCenter Server Heartbeat Console 23 Add a vCenter Server Group 24 Add a New Connection 24
Post Installation Configuration 25
Configuring VirtualCenter Plug-in with the Correct Credentials 25 Configuring SQL Server Plug-in to run with the Correct Credentials 25 Installing the View Composer Plug-in 26 vCenter Server with SQL Server on a Separate Host 26
3 Installation Verification 27
Verifying vCenter Server Heartbeat 27 Failover Simulation 27
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Appendix – Pre-Installation Checklist 31
Starting Conditions 27 Actions 28 Results 28
Data Replication Exercise 28
Starting Conditions 28 Actions 29 Results 29
Switchover Exercise 29
Starting Conditions 29 Actions 29 Results 30
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About This Book

This Quick Start Guide provides an introduction to VMware vCenter Server Heartbeat and guides you through the steps required to install vCenter Server Heartbeat in the most common environment and to perform basic configuration. This guide also provides a brief introduction to basic administration tasks and advanced configuration features, and provides pointers to more detailed information in other manuals.
Intended Audience
This guide assumes the reader has working knowledge of networks including the configuration of TCP/IP protocols and domain administration on the Windows and DNS.
VMware Technical Publications Glossary
VMware Technical Publications provides a glossary of terms that might be unfamiliar to you. For definitions of terms as they are used in VMware technical documentation go to http://www.vmware.com/support/pubs.
Document Feedback
VMware welcomes your suggestions for improving our documentation and invites you to send your feedback to docfeedback@vmware.com.
2003 and 2008 platforms, notably in Active Directory
Abbreviations Used in Figures
The figures in this book use the abbreviations listed in Tab le 1.
Table 1. Abbreviations
Abbreviation Description
NIC Network Interface Card
P2P Physical to Physical
P2V Physical to Virtual
V2V Virtual to Virtual
Technical Support and Education Resources
The following sections describe the technical support resources available to you. To access the current versions of this guide and other publications, go to www.vmware.com/support/pubs.
Online and Telephone Support
Go to www.vmware.com/support to use online support to submit technical support requests, view your product and contract information, and register your products.
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Go to www.vmware.com/support/phone_support.html to find out how to use telephone support for the fastest response on priority 1 issues (applies to customers with appropriate support contracts).
Support Offerings
Go to www.vmware.com/support/services to find out how VMware support offerings can help meet your business needs.
VMware Professional Services
Go to www.vmware.com/services to access information about education classes, certification programs, and consulting services. VMware Education Services courses offer extensive hands-on labs, case study examples, and course materials designed for use as on-the-job reference tools. Courses are available onsite, in the classroom, and live online. For onsite pilot programs and implementation best practices, VMware Consulting Services provides offerings to help you assess, plan, build, and manage your virtual environment.
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1

vCenter Server Heartbeat Introduction

This chapter introduces vCenter Server Heartbeat and provides an overview of vCenter Server Heartbeat concepts. It contains the following sections:
“vCenter Server Heartbeat Overview” on page 7
“vCenter Server Heartbeat Protection” on page 7
“Communications” on page 9
“Node Configuration” on page 10

vCenter Server Heartbeat Overview

vCenter Server Heartbeat is a Windows based application specifically designed to provide high availability protection for vCenter Server configurations without requiring specialized hardware and provides a flexible solution that can be adapted to meet most business requirements for deployment. When discussing vCenter Server Heartbeat, it is beneficial to use common terminology to describe its configuration and what is occurring.
VMware describes the organization of servers based upon Pairs and Pair status. VMware refers to two servers with vCenter Server Heartbeat installed working together as a vCenter Server Heartbeat Pair.
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Each server in the Pair is assigned both an Identity (Primary or Secondary) and a Role (active or passive). Identity is used to describe the physical instance of the server while the Role is used to describe what the server is doing. When the Identity is assigned to a server it normally will not change over the life of the server whereas the Role of the server is subject to change as a result of the operations the server is performing.
In its simplest form, vCenter Server Heartbeat operates as a vCenter Server Heartbeat Pair with one server performing an active role (normally the Primary server) while the other server performs a passive role (normally the Secondary server). The server in the active role hosts the vCenter Server components that are monitored. Data from the server performing in the active role is replicated to the passive (standby) server through a communications channel referred to as the VMware Channel. This communications channel is typically a standard 100Mb (or greater) LAN connection. In the event of a failure or manual action, the vCenter Server components that were protected by vCenter Server Heartbeat can be brought online on the Secondary server by switching roles.

vCenter Server Heartbeat Protection

vCenter Server Heartbeat provides protection on many levels including Server, Network, Application, Performance, and Data.
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When a failure occurs or condition is reached that falls outside of established parameters, vCenter Server Heartbeat can take a variety of actions in response. For example, in the event of a server failure, the passive (standby) server will detect that the active server has failed and will immediately assume the role of the active server. This is referred to as a “failover” event. Additionally, vCenter Server Heartbeat can be configured to gracefully switch roles (switchover) in the event of manual action by the administrator, network failure, application failure, or when application performance metrics fall outside of preconfigured parameters.
The vCenter Server Heartbeat architecture also allows the passive server to be easily accessed for maintenance purposes such as hardware component replacement, updating anti-virus definition files, receiving operating system hot fixes, updates and patches from third-party management software, and additionally allows use of third-party monitoring tools.

Server Protection

The servers that make up the vCenter Server Heartbeat Pair communicate regularly by sending “I’m alive” messages and message acknowledgments to each other. Through this mechanism, hardware failure scenarios or operating system crashed can be detected. This allows, vCenter Server Heartbeat to provide continuous availability to vCenter Server ensuring users are provided with a replica server in the event of failure of the production server.

Network Protection

vCenter Server Heartbeat continuously monitors the network by periodically polling up to three defined nodes. If all three nodes fail to respond, for example in the case of a network card failure or a local switch failure, vCenter Server Heartbeat can automatically migrate all operations to the Secondary server to prevent interruption of service.

Application Protection

Running on the active server, vCenter Server Heartbeat locally monitors vCenter Server and its services. If the protected application fails, vCenter Server Heartbeat first tries to restart the application on the active server. If restarting the application fails, then vCenter Server Heartbeat can be configured to migrate operations to the Secondary server to prevent service interruption.

Performance Protection

vCenter Server Heartbeat continuously monitors system performance attributes to ensure that the system administrator is notified of problems and can take preemptive action to prevent an outage. Additionally, vCenter Server Heartbeat can monitor specific application attributes to ensure that they remain within normal operating ranges. Various rules can be configured to trigger specific corrective actions whenever these attributes fall outside of their respective ranges.
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Data Protection

vCenter Server Heartbeat intercepts all data written by users and applications, and maintains a copy of this data on the passive server which is used in the event of a failure. vCenter Server Heartbeat configures itself to protect files, folders, and even the registry settings for vCenter Server on the active server by replicating these in near real-time to the passive server. If a server fails, all files protected on the failed server are available on the Secondary server after a failover completes.

Communications

vCenter Server Heartbeat Communications

vCenter Server Heartbeat Primary and Secondary servers communicate with one another via the VMware Channel which is used for control and data transfer. Clients connect to vCenter Server and vCenter Server Heartbeat using the Principal (Public) network.
Chapter 1 vCenter Server Heartbeat Introduction

VMware Channel

The VMware Channel is a dedicated communications link for control and data replication between the active and passive servers. The VMware Channel operates independently from the Principal (Public) network that services clients. The VMware Channel consists of a dedicated NIC on each of the two servers configured to communicate with only the other server’s VMware Channel NIC. When required, static routing can be used
to direct traffic to the other server. A second pair of NICs is recommended in order to provide a degree of redundancy for the VMware Channel. The NICs on the active and passive servers used for the VMware Channel are normally configured so that their IP addresses are outside of the subnet range of the Principal (Public) network. These addresses are referred to as VMware Channel addresses as illustrated above.

Principal (Public) Network

Users connect to vCenter Server Heartbeat using the Principal (Public) network. For communications with the Principal (Public) network, each server in the Pair must have at least one dedicated NIC on the Primary (active) server and one dedicated NIC on the Secondary (passive) server. The NIC on the passive server is configured to use the same IP address as that of the active server but is prevented from communicating with the live network through an IP packet filtering system installed with vCenter Server Heartbeat. This packet filter prevents traffic using the Principal (Public) address from being committed to the wire. It also prevents NetBIOS traffic utilizing other IP addresses on the NIC from being sent to prevent NetBIOS name resolution conflicts.
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Node Configuration

vCenter Server Heartbeat can be configured to support multiple configuration modes such as identical nodes and non-identical nodes with updatable DNS servers but is most commonly configured for non-identical nodes with non-updatable DNS servers (referred herein as non-identical nodes). In this configuration vCenter Server Heartbeat provides enhanced management capabilities by providing continuous access to the passive server simultaneously while the active server continues to vCenter Server. With non-identical nodes, vCenter Server Heartbeat uses unique server names for each server and enhanced IP address management capabilities to accommodate non-updatable DNS servers.
The Secondary server uses a different Fully Qualified Domain Name (FQDN) than the Primary server but uses the same file and data structure, same Principal (Public) network address, and can run the same applications and services as the Primary server. With vCenter Server Heartbeat software symmetrical in almost all respects, either the Primary server or the Secondary server can assume the active role providing availability of vCenter Server to the user.
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