VMware vCenter Site Recovery Manager - 5.5 Installation Manual

Site Recovery Manager Installation and

Configuration

vCenter Site Recovery Manager 5.5

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-001111-00

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.

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VMware is a registered trademark or trademark of VMware, Inc. in the United States and other jurisdictions. All other marks
and names mentioned herein may be trademarks of their respective companies.

VMware, Inc.

3401 Hillview Ave.
Palo Alto, CA 94304
www.vmware.com

2 VMware, Inc.

Contents

About Site Recovery Manager Installation and Configuration 7

Overview of VMware vCenter Site Recovery Manager 9

1

About Protected Sites and Recovery Sites 10

Using Array-Based Replication with SRM 12

Using vSphere Replication with SRM 13

Using Array-Based Replication and vSphere Replication with SRM 17

SRM and vCenter Server 18

Site Recovery Manager System Requirements 21

2

SRM Licensing 21

SRM Network Ports 22

Operational Limits of SRM 22

Creating the SRM Database 23

3

Configure Microsoft SQL Server for SRM 23

Configure Oracle Server for SRM 24

Create an ODBC System DSN for SRM 24

SRM Authentication 27

4

Requirements When Using Public Key Certificates with SRM 28

Installing SRM 29

5

Install the SRM Server 29

Install the SRM Client Plug-In 32

Connect to SRM 33

Connect the Protected and Recovery Sites 33

Install the SRM License Key 34

Modify the Installation of an SRM Server 35

Repair the Installation of an SRM Server 36

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Upgrading SRM 39

6

Information That SRM Upgrade Preserves 39

Types of Upgrade that SRM Supports 40

Order of Upgrading vSphere and SRM Components 40

Upgrade SRM 41

Revert to a Previous Release of SRM 47

Configuring Array-Based Protection 49

7

Install Storage Replication Adapters 49

Configure Array Managers 50

3

Site Recovery Manager Installation and Configuration

Rescan Arrays to Detect Configuration Changes 51

Edit Array Managers 51

Installing vSphere Replication 53

8

Deploy the vSphere Replication Virtual Appliance 54

Configure vSphere Replication Connections 55

Reconfigure the vSphere Replication Appliance 56

Deploy an Additional vSphere Replication Server 67

Register an Additional vSphere Replication Server 68

Reconfigure vSphere Replication Server Settings 68

Unregister and Remove a vSphere Replication Server 69

Uninstall vSphere Replication 70

Unregister vSphere Replication from vCenter Server if the Appliance Was Deleted 70

Upgrading vSphere Replication 73

9

Upgrade vSphere Replication 74

Creating SRM Placeholders and Mappings 79

10

About Placeholder Virtual Machines 79

About Inventory Mappings 80

About Placeholder Datastores 81

Configure Datastore Mappings for vSphere Replication 82

Installing SRM to Use with a Shared Recovery Site 83

11

Limitations of Using SRM in Shared Recovery Site Configuration 85

SRM Licenses in a Shared Recovery Site Configuration 85

Install SRM In a Shared Recovery Site Configuration 86

Use Array-Based Replication in a Shared Recovery Site Configuration 91

Use vSphere Replication in a Shared Recovery Site Configuration 92

Troubleshooting SRM Installation and Configuration 95

12

Cannot Restore SQL Database to a 32-Bit Target Virtual Machine During SRM Upgrade 96

SRM Server Does Not Start 97

vSphere Client Cannot Connect to SRM 98

Site Pairing Fails Because of Different Certificate Trust Methods 99

Error at vService Bindings When Deploying the vSphere Replication Appliance 99

OVF Package is Invalid and Cannot be Deployed 100

vSphere Replication Appliance or vSphere Replication Server Does Not Deploy from the SRM

Interface 100

Connection Errors Between vSphere Replication and SQL Server Cannot be Resolved 100

404 Error Message when Attempting to Pair vSphere Replication Appliances 101

vSphere Replication Service Fails with Unresolved Host Error 102

Increase the Memory of the vSphere Replication Server for Large Deployments 102

vSphere Replication Appliance Extension Cannot Be Deleted 102

Uploading a Valid Certificate to vSphere Replication Results in a Warning 103

vSphere Replication Status Shows as Disconnected 103

vSphere Replication Server Registration Takes Several Minutes 103

vSphere Replication is Inaccessible After Changing vCenter Server Certificate 104

4 VMware, Inc.

Index 105

Contents

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Site Recovery Manager Installation and Configuration

6 VMware, Inc.

About 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.

VMware, Inc.

7

Site Recovery Manager Installation and Configuration

8 VMware, Inc.

Overview of
VMware vCenter Site Recovery

Manager 1

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.

You can configure SRM to work with several third-party disk replication mechanisms by configuring array­based replication. Array-based replication surfaces replicated datastores to recover virtual machine
workloads. You can also use host-based replication by configuring SRM to use VMware vSphere Replication
to protect virtual machine workloads.

You can use SRM to implement different types of recovery from the protected site to the recovery site.

Planned Migration

Disaster Recovery

SRM orchestrates the recovery process with the replication mechanisms, to minimize data loss and system
down time.

At the protected site, SRM shuts down virtual machines cleanly, if the protected site is still running.

n

SRM powers on the replicated virtual machines at the recovery site according to a recovery plan.

n

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 SRM can run
to perform custom recovery actions.

SRM 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.

About Protected Sites and Recovery Sites on page 10

n

In a typical SRM installation, the protected site provides business-critical datacenter services. The
recovery site is an alternative facility to which SRM can migrate these services.

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.

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.

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Using Array-Based Replication with SRM on page 12

n

When you use array-based replication, one or more storage arrays at the protected site replicate data
to peer arrays at the recovery site. With storage replication adapters (SRAs), you can integrate SRM
with a wide variety of arrays.

9

Site Recovery Manager Installation and Configuration

Using vSphere Replication with SRM on page 13

n

SRM can use vSphere Replication to replicate data to servers at the recovery site.

Using Array-Based Replication and vSphere Replication with SRM on page 17

n

You can use a combination of array-based replication and vSphere Replication in your SRM
deployment.

SRM and vCenter Server on page 18

n

SRM Server operates as an extension to the vCenter Server at a site. Because the SRM Server depends
on vCenter Server for some services, you must install and configure vCenter Server at a site before you
install SRM.

About Protected Sites and Recovery Sites

In a typical SRM installation, the protected site provides business-critical datacenter services. The recovery
site is an alternative facility to which SRM 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.

The vSphere configurations at each site must meet requirements for SRM.

Each site must have at least one datacenter.

n

If you are using array-based replication, identical replication technologies must be available at both

n

sites and the sites must be paired.

The recovery site must have hardware, network, and storage resources that can support the same

n

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 non-critical virtual machines on the recovery site.

The sites must be connected by a reliable IP network. If you are using array-based replication, ensure

n

that your network connectivity meets the arrays' network requirements.

The recovery site should have access to comparable public and private networks as the protected site,

n

although not necessarily the same range of network addresses.

Pairing the Protected and Recovery Sites

You must pair the protected and recovery sites before you can use SRM.

SRM includes a wizard that guides you through the site-pairing process. You must establish a connection
between the sites and you must provide authentication information for the two sites so that they can
exchange information. Site pairing requires vSphere administrative privileges at both sites. To begin the site­pairing process, you must know the user name and password of a vSphere administrator at each site. If you
are using vSphere Replication, you must pair the vSphere Replication appliances.

10 VMware, Inc.

appsOSapps

OS

appsOSapps

OS

appsOSapps

OS

Site A

Protected

site goes

offline

Replica

virtual

machines

power on

Virtual machines replicate from site A to site B

Site B

appsOSapps

OS

appsOSapps

OS

appsOSapps

OS

Protection group

Chapter 1 Overview of VMware vCenter Site Recovery Manager

Figure 1‑1. SRM Site Pairing and Recovery Process

Bidirectional Protection

You can use a single set of paired SRM 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.

For information about the numbers of virtual machines for which you can establish bidirectional protection
between two sites, see http://kb.vmware.com/kb/2034768.

Heterogeneous Configurations on the Protected and Recovery Sites

The configurations of the SRM and vCenter Server installations can be different on each of the protected and
recovery sites.

Some components in the SRM 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 SRM supports. See the Site Recovery Manager Compatibility Matrixes for information.

Table 1‑1. Heterogeneity of SRM Components Between Sites

Component Heterogeneous or Identical Installations

SRM Server Must be the same version on both sites. The SRM version

must be the same as the vCenter Server version.

vCenter Server Must be the same version on both sites.

vSphere Replication Must be the same version on both sites. The

vSphere Replication version must be the same as the SRM
version and the vCenter Server version.

Authentication method Must be the same on both sites. If you use autogenerated

certificates to authenticate between the SRM Server
instances on each site, you must use autogenerated
certificates on both sites. If you use custom certificates that
are signed by a certificate authentication service, you must
use such certificates on both sites. Similarly, the
authentication method that you use between SRM Server
and vCenter Server must be the same on both sites. If you
use different authentication methods on each site, site

VMware, Inc. 11

vCenter Server Appliance or standard vCenter Server
instance

pairing fails.

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.

Site Recovery Manager Installation and Configuration

Table 1‑1. Heterogeneity of SRM Components Between Sites (Continued)

Component Heterogeneous or Identical Installations

Storage arrays for array-based replication Can be different on each site. You can use different

SRM database Can be different on each site. You can use different

Host operating system of the SRM Server installation Can be different on each site. You can run different

Host operating system of the vCenter Server installation Can be different on each site. You can run different

Example: Heterogenous Configurations on the Protected and Recovery Sites

The SRM and vCenter Server installations might be in different countries, with different setups.

versions of the same type of storage array on each site, or
different types of storage array. The SRM Server instance
on each site requires the appropriate storage replication
adapter (SRA) for each type or version of storage array for
that site. Check SRA compatibility with all versions of
storage array to ensure compatibility.

versions of the same type of database on each site, or
different types of database on each site.

versions of the host operating system and the host
operating system can run in different locales on each site.

versions of the host operating system and the host
operating system can run in different locales on each site.

Site A in Japan:

n

SRM Server runs on Windows Server 2008 in the Japanese locale

n

SRM extends a vCenter Server Appliance instance

n

SRM Server uses an SQL Server database

n

Site B in the United States:

n

SRM Server runs on Windows Server 2012 in the English locale

n

SRM extends a standard vCenter Server instance that runs on Windows Server 2008 in the English

n

locale

SRM Server uses an Oracle Server database

n

Using Array-Based Replication with SRM

When you use array-based replication, one or more storage arrays at the protected site replicate data to peer
arrays at the recovery site. With storage replication adapters (SRAs), you can integrate SRM with a wide
variety of arrays.

To use array-based replication with SRM, you must configure replication first before you can configure SRM
to use it.

If your storage array supports consistency groups, SRM is compatible with vSphere Storage DRS and
vSphere Storage vMotion. You can use Storage DRS and Storage vMotion to move virtual machine files
within a consistency group that SRM protects. If your storage array does not support consistency groups,
you cannot use Storage DRS and Storage vMotion in combination with SRM.

You can protect virtual machines that contain disks that use VMware Virtual Flash storage. Since the host to
which a virtual machine recovers might not be configured for Virtual Flash, SRM disables Virtual Flash on
disks when it starts the virtual machines on the recovery site. After the recovery, you can migrate the virtual
machine to a host with Virtual Flash storage and manually restore the original Virtual Flash setting on the
virtual machine.

12 VMware, Inc.

ESXi

Server

ESXi

Server

SRM plug-in

vSphere Client

Protected Site

SRM plug-in

vSphere Client

Recovery Site

ESXi

Server

ESXi

Server

vCenter Server

VMFS

VMFS

Storage

VMFS

VMFS

Storage

ESXi

Server

SRM Server SRM Server

SRA

vCenter Server

SRA

Array based replication

Chapter 1 Overview of VMware vCenter Site Recovery Manager

Storage Replication Adapters

Storage replication adapters are not part of an SRM release. Your array vendor develops and supports them.
You can download storage replication adapters by going to

https://my.vmware.com/web/vmware/downloads and selecting VMware vCenter Site Recovery Manager >

View Components > Go to Downloads. VMware does not support SRAs that you download from other
sites. You must install an SRA specific to each array that you use with SRM on the SRM Server host. SRM
supports the use of multiple SRAs.

Figure 1‑2. SRM Architecture with Array-Based Replication

Using vSphere Replication with SRM

SRM can use vSphere Replication to replicate data to servers at the recovery site.

You deploy vSphere Replication as a virtual appliance. The vSphere Replication appliance contains two
components.

A vSphere Replication management server:

n

Configures the vSphere Replication server on the recovery site.

n

n

Enables replication from the protected site.

n

Authenticates users and checks their permissions to perform vSphere Replication operations.

n

Manages and monitors the replication infrastructure.

n

A vSphere Replication server:

Listens for virtual machine updates from the vSphere Replication host agent on the protected site.

n

Applies the updates to the virtual disks on the recovery site.

n

If necessary, you can deploy multiple vSphere Replication servers on a site to balance the replication load
across your virtual infrastructure.

VMware, Inc. 13

SRM plug-in

vSphere Client

Protected Site

SRM plug-in

vSphere Client

Recovery Site

ESXi

Server

VR Agent

ESXi

Server

VR Agent

vCenter Server

VMFS

VMFS

Storage

VMFS

VMFS

Storage

ESXi

Server

VR Agent

SRM Server

VR Appliance

Network

File Copy

ESXi

SRM Server

Additional

VR Server

Network

File Copy

ESXi

VR Appliance

vSphere replication

vCenter Server

Site Recovery Manager Installation and Configuration

For information about the loads that a vSphere Replication management server and a vSphere Replication
server can support, see http://kb.vmware.com/kb/2034768.

vSphere Replication does not require storage arrays. The vSphere Replication storage replication source and
target can be any storage device, including, but not limited to, storage arrays. You can use Virtual SAN
(VSAN) storage with vSphere Replication.

NOTE vSphere 5.5 includes Virtual SAN as an experimental feature. You can perform testing with Virtual
SAN, but it is not supported for use in a production environment. See the release notes for this release for
information about how to enable Virtual SAN.

You can configure vSphere Replication to regularly create and retain snapshots of protected virtual
machines on the recovery site. Taking multiple point-in-time (MPIT) snapshots of virtual machines allows
you to retain more than one replica of a virtual machine on the recovery site. Each snapshot reflects the state
of the virtual machine at a certain point in time. You can select which snapshot to recover when you use
vSphere Replication to perform a recovery.

vSphere Replication is compatible with vSphere Storage vMotion and vSphere Storage DRS on the protected
site. You can use Storage vMotion and Storage DRS to move the disk files of a virtual machine that
vSphere Replication protects, with no impact on replication.

Figure 1‑3. SRM Architecture with vSphere Replication

14 VMware, Inc.

Chapter 1 Overview of VMware vCenter Site Recovery Manager

How vSphere Replication Works

With vSphere Replication, you can configure replication of a virtual machine from a source site to a target
site, monitor and manage the status of the replication, and recover the virtual machine at the target site.

When you configure a virtual machine for replication, the vSphere Replication agent sends changed blocks
in the virtual machine disks from the source site to the target site, where they are applied to the copy of the
virtual machine. This process occurs independently of the storage layer. vSphere Replication performs an
initial full synchronization of the source virtual machine and its replica copy. You can use replication seeds
to reduce the amount of time and bandwidth required for the initial replication.

During replication configuration, you can set a recovery point objective (RPO) and enable retention of
instances from multiple points in time (MPIT).

As administrator, you can monitor and manage the status of the replication. You can view information for
incoming and outgoing replications, source and target site status, replication issues, and for warnings and
errors.

vSphere Replication stores replication configuration data in its embedded database. You can also configure
vSphere Replication to use an external database.

Contents of the vSphere Replication Appliance

The vSphere Replication appliance provides all the components that vSphere Replication requires.

An embedded database that stores replication configuration and management information.

n

A vSphere Replication Management Server and a vSphere Replication Server that provide the core of

n

the vSphere Replication infrastructure.

You can use vSphere Replication immediately after you deploy the appliance. The vSphere Replication
appliance provides a virtual appliance management interface (VAMI) that you can use to reconfigure the
appliance after deployment, if necessary. For example, you can use the VAMI to change the appliance
security settings, change the network settings, or configure an external database. You can deploy additional
vSphere Replication Servers using a separate .ovf package.

Compatibility of vSphere Replication with Other vSphere Features

vSphere Replication is compatible with certain other vSphere management features.

You can safely use vSphere Replication in combination with certain vSphere features, such as vSphere
vMotion. Some other vSphere features, for example vSphere Distributed Power Management, require
special configuration for use with vSphere Replication.

Table 1‑2. Compatibility of vSphere Replication with Other vSphere Features

Compatible with

vSphere Feature

vSphere vMotion Yes You can migrate replicated virtual machines by using vMotion.

vSphere Storage
vMotion

vSphere High
Availability

vSphere Replication Description

Replication continues at the defined recovery point objective (RPO) after
the migration is finished.

Yes You can move the disk files of a replicated virtual machine on the source

site using Storage vMotion with no impact on the ongoing replication.

Yes You can protect a replicated virtual machine by using HA. Replication

continues at the defined RPO after HA restarts a virtual machine.
vSphere Replication does not perform any special HA handling. You can
protect the vSphere Replication appliance itself by using HA.

VMware, Inc. 15

Site Recovery Manager Installation and Configuration

Table 1‑2. Compatibility of vSphere Replication with Other vSphere Features (Continued)

Compatible with

vSphere Feature

vSphere Fault
Tolerance

vSphere DRS Yes Replication continues at the defined RPO after resource redistribution is

vSphere Storage
DRS

VMware Virtual
SAN datastore

vSphere
Distributed
Power
Management

VMware vSphere
Flash Read Cache

vCloud APIs Not applicable No interaction with vSphere Replication.

vCenter
Chargeback

VMware Data
Recovery

vSphere Replication Description

No vSphere Replication cannot replicate virtual machines that have fault

Yes You can move the disk files of a replicated virtual machine on the source

Experimental You can use VMware Virtual SAN datastores as a target datastore when

Yes vSphere Replication coexists with DPM on the source site.

Yes You can replicate virtual machines that contain disks that use VMware

Not applicable No interaction with vSphere Replication

Not applicable No interaction with vSphere Replication.

tolerance enabled. You cannot protect the vSphere Replication appliance
itself with FT.

finished.

site using Storage DRS with no impact on the ongoing replication.

configuring replications. See “Using vSphere Replication with Virtual

SAN Storage,” on page 16.

NOTE vSphere 5.5 includes Virtual SAN as an experimental feature. You
can perform testing with Virtual SAN, but it is not supported for use in a
production environment. See the release notes for this release for
information about how to enable Virtual SAN.

vSphere Replication does not perform any special DPM handling on the
source site. Disable DPM on the target site to allow enough hosts as
replication targets.

vSphere Flash Read Cache storage. Since the host to which a virtual
machine recovers might not be configured for Flash Read Cache,
vSphere Replication disables Flash Read Cache on disks when it starts
the virtual machines on the target site. After the recovery, you can
migrate the virtual machine to a host with Flash Read Cache storage and
restore the original Flash Read Cache setting on the virtual machine.

Using vSphere Replication with Virtual SAN Storage

You can use VMware Virtual SAN datastores as a target datastore when configuring replications.

NOTE vSphere 5.5 includes Virtual SAN as an experimental feature. You can perform testing with Virtual
SAN, but it is not supported for use in a production environment. See the release notes for this release for
information about how to enable Virtual SAN.

vSphere Replication does not support replicating or recovering virtual machines to the root folders with
user-friendly names on Virtual SAN datastores. These names can change, which causes replication errors.
When selecting Virtual SAN datastores, always select folders with UUID names, which do not change.

Configuring Replications

When configuring replications for a single virtual machine, vSphere Replication creates the destination
folder that you choose, obtains the UUID reference for that folder, and then uses the UUID name rather than
the user-friendly name. The UUID name is visible when vSphere Replication displays the target folders
when reconfiguring replications.

When configuring replication for multiple virtual machines using the multi-VM wizard, create a root folder
in the vSAN datastore, obtain its UUID name and use this folder by the UUID in the replication wizard.

16 VMware, Inc.

Chapter 1 Overview of VMware vCenter Site Recovery Manager

Configuring Replications by Using Replication Seeds

When copying replication seed files to the target datastore, you can use the vSphere Web Client to create a
new root folder on a virtual SAN datastore, or place the files in an existing folder. When you configure
replications that use replication seeds, you must select the folder by using its UUID name. Selecting the
user-friendly folder names is not supported.

Reconfiguring Replications

If you want to change the destination folder for a disk or the virtual machine config files, you must use the
following options:

Select the UUID name of an existing folder.

n

Allow vSphere Replication to create a new folder and obtain its UUID name.

n

Using Array-Based Replication and vSphere Replication with SRM

You can use a combination of array-based replication and vSphere Replication in your SRM deployment.

To create a mixed SRM deployment that uses array-based replication and vSphere Replication, you must
configure the protected and recovery sites for both types of replication.

Set up and connect the storage arrays and install the appropriate storage replication adapters (SRA) on

n

both sites.

Deploy vSphere Replication appliances on both sites and configure the connection between the

n

appliances.

Configure virtual machines for replication using either array-based replication or vSphere Replication,

n

as appropriate.

NOTE Do not attempt to configure vSphere Replication on a virtual machine that resides on a datastore
that you replicate by using array-based replication.

You create array-based protection groups for virtual machines that you configure with array-based
replication, and vSphere Replication protection groups for virtual machines that you configure with
vSphere Replication. You cannot mix replication types in a protection group. You can mix array-based
protection groups and vSphere Replication protection groups in the same recovery plan.

VMware, Inc. 17

SRM plug-in

vSphere Client

Protected Site

SRM plug-in

vSphere Client

Recovery Site

ESXi

Server

VR Agent

ESXi

Server

VR Agent

vCenter Server

VMFS

VMFS

Storage

VMFS

VMFS

Storage

Array based replication

ESXi

Server

VR Agent

SRM Server

VR Appliance

Network

File Copy

ESXi

SRM Server

Additional

VR Server

Network

File Copy

ESXi

VR Appliance

vSphere replication

SRA

vCenter Server

SRA

Site Recovery Manager Installation and Configuration

Figure 1‑4. SRM Architecture with Array-Based Replication and vSphere Replication

SRM and vCenter Server

SRM Server operates as an extension to the vCenter Server at a site. Because the SRM Server depends on
vCenter Server for some services, you must install and configure vCenter Server at a site before you install
SRM.

SRM takes advantage of vCenter Server services, such as storage management, authentication,
authorization, and guest customization. SRM also uses the standard set of vSphere administrative tools to
manage these services.

You can use SRM and vSphere Replication with the vCenter Server Appliance or with a standard
vCenter Server installation. You can have vCenter Server Appliance on one site and a standard
vCenter Server installation on the other.

How Changes to vCenter Server Inventory Affect SRM

Because SRM protection groups apply to a subset of the vCenter Server inventory, changes to the protected
inventory made by vCenter Server administrators and users can affect the integrity of SRM protection and
recovery. SRM depends on the availability of certain objects, such as virtual machines, folders, resource
pools, and networks, in the vCenter Server inventory at the protected and recovery sites. Deletion of
resources such as folders or networks that are referenced by recovery plans can invalidate the plan.
Renaming or relocating objects in the vCenter Server inventory does not affect SRM, unless it causes
resources to become inaccessible during test or recovery.

SRM can tolerate certain changes at the protected site without disruption.

Deleting protected virtual machines.

n

Deleting an object for which an inventory mapping exists.

n

18 VMware, Inc.

Chapter 1 Overview of VMware vCenter Site Recovery Manager

SRM can tolerate certain changes at the recovery site without disruption.

Moving placeholder virtual machines to a different folder or resource pool.

n

Deleting an object for which an inventory map exists.

n

SRM and the vCenter Server Database

If you update the vCenter Server installation that SRM extends, do not reinitialize the vCenter Server
database during the update. SRM stores identification information about all vCenter Server objects in the
SRM database. If you reinitialize the vCenter Server database, the identification data that SRM has stored no
longer matches identification information in the new vCenter Server instance and objects are not found.

SRM and Other vCenter Server Solutions

You can run other VMware solutions such as vCenter Update Manager, vCenter Server Heartbeat, VMware
Fault Tolerance, vSphere Storage vMotion, vSphere Storage DRS, and vCenter CapacityIQ in deployments
that you protect using SRM. However, use caution before connecting other VMware solutions to the
vCenter Server instance to which the SRM Server is connected. Connecting other VMware solutions to the
same vCenter Server instance as SRM might cause problems when you upgrade SRM or vSphere. Check the
compatibility and interoperability of these solutions with SRM before by consulting the VMware Product
Interoperability Matrixes at http://partnerweb.vmware.com/comp_guide2/sim/interop_matrix.php?.

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Site Recovery Manager Installation and Configuration

20 VMware, Inc.

Site Recovery Manager System

Requirements 2

The system on which you install vCenter Site Recovery Manager must meet specific hardware requirements.

Table 2‑1. SRM System Requirements

Component Requirement

Processor 2.0GHz or higher Intel or AMD x86 processor

Memory 2GB minimum

Disk Storage 5GB minimum

Networking 1 Gigabit recommended for communication between SRM

sites.

Use a trusted network for the management of ESXi hosts.

For information about supported platforms and databases, see the Site Recovery Manager Compatibility
Matrixes, at https://www.vmware.com/support/srm/srm-compat-matrix-5-5.html.

SRM Licensing on page 21

n

After you install SRM, it remains in evaluation mode until you install an SRM license key.

SRM Network Ports on page 22

n

SRM Server instances use several network ports to communicate with each other, with client plug-ins,
and with vCenter Server. If any of these ports are in use by other applications or are blocked on your
network, you must reconfigure SRM to use different ports.

Operational Limits of SRM on page 22

n

Each SRM server can support a certain number of virtual machines, protection groups, datastore
groups, vSphere Replication management server instances per host, and vSphere Replication servers
per vSphere Replication appliance.

SRM Licensing

After you install SRM, it remains in evaluation mode until you install an SRM 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 SRM license key. Obtain and assign SRM license keys as soon as possible after
installing SRM.

To obtain SRM license keys, go to the SRM Product Licensing Center at

http://www.vmware.com/products/site-recovery-manager/buy.html, or contact your VMware sales

representative.

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21

Site Recovery Manager Installation and Configuration

SRM 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 SRM license on both vCenter Server instances.

SRM License Keys and Protected and Recovery Sites

SRM requires a license key that specifies the number of virtual machines that you can protect at a site.

Install SRM license keys at one site to enable recovery.

n

Install the same SRM license keys at both sites to enable bidirectional operation, including reprotect.

n

SRM 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. Configure alerts for
triggered licensing events so that licensing administrators receive a notification by email.

Example: SRM Licenses Required for Recovery and Reprotect

You have a site that contains 25 virtual machines for SRM to protect.

For failover, you require a license for 25 virtual machines, that you install on the protected site to allow

n

one-way protection from the protected site to the recovery site.

For reprotect, you require a license for 25 virtual machines, that you install on the protected and the

n

recovery site to allow bidirectional protection between both sites.

SRM Network Ports

SRM Server instances use several network ports to communicate with each other, with client plug-ins, and
with vCenter Server. If any of these ports are in use by other applications or are blocked on your network,
you must reconfigure SRM to use different ports.

SRM 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 SRM. 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 SRM. You cannot change the
network ports after you have installed SRM.

For a list of all the ports that must be open for SRM and vSphere Replication, see

http://kb.vmware.com/kb/1009562.

For the list of default ports that all VMware products use, see http://kb.vmware.com/kb/1012382.

Operational Limits of SRM

Each SRM server can support a certain number of virtual machines, protection groups, datastore groups,
vSphere Replication management server instances per host, and vSphere Replication servers per
vSphere Replication appliance.

For details about the operational limits of SRM and vSphere Replication, see

http://kb.vmware.com/kb/2034768.

22 VMware, Inc.

Creating the SRM Database 3

The SRM Server requires its own database, which it uses to store data such as recovery plans and inventory
information.

The SRM database is a critical part of an SRM installation. You must create the SRM database and establish a
database connection before you can install SRM.

SRM 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 SRM database.

Each SRM site requires its own instance of the SRM database. Use a different database server instance to run
the individual SRM 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 SRM site will work and you will not
be able to perform a recovery.

SRM 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 an SQL Server database on the other.

If you are updating SRM to a new version, you can use the existing database. Before you attempt an SRM
environment upgrade, make sure that both SRM 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 SRM supports, see the Site Recovery Manager Compatibility Matrixes.

Configure Microsoft SQL Server for SRM on page 23

n

When you create a Microsoft SQL Server database, you must configure it correctly to support SRM.

Configure Oracle Server for SRM on page 24

n

When you create a Oracle Server database, you must configure it correctly to support SRM.

Create an ODBC System DSN for SRM on page 24

n

You must provide SRM with a system database source name (DSN) for a 64-bit open database
connectivity (ODBC) connector. The ODBC connector allows SRM to connect to the SRM database.

Configure Microsoft SQL Server for SRM

When you create a Microsoft SQL Server database, you must configure it correctly to support SRM.

You use SQL Server Management Studio to create and configure an SQL Server database for SRM to use.

This information provides the general steps that you must perform to configure an SQL Server database for
SRM to use. For specific instructions, see the SQL Server documentation.

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Site Recovery Manager Installation and Configuration

If you install SQL Server on a different machine to SRM Server, both of the SRM Server and SQL Server
machines must belong to the same domain. You then create a domain user that has the SQL Server login and
that also has access to SRM Server.

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.

Procedure

1 Select an authentication mode when you create the database instance.

Option Description

Windows authentication

SQL Authentication

2 Create the SRM database user account.

3 Grant the SRM database user account the bulk insert, connect, and create table permissions.

4 Create the database schema.

The SRM database schema must have the same name as the database user account.

5 Set the SRM database user as the owner of the SRM database schema.

The database user account must be the same user account that you use to
run the SRM service.

Leave the default local system user.

6 Set the SRM database schema as the default schema for the SRM database user.

7 (Optional) If you are using SQL Server 2012, configure the NT AUTHORITY\SYSTEM login.

Option Action

General:: Default database

Server Roles

User Mapping

Type the database name.

Select the Public and Admin roles.

Select the check box to map the login to the database.

Configure Oracle Server for SRM

When you create a Oracle Server database, you must configure it correctly to support SRM.

You create and configure an Oracle Server database for SRM 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 SRM. For instructions about how to perform the relevant steps, see the Oracle documentation.

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.

Procedure

1 When creating the database instance, specify UTF-8 encoding.

2 Create the SRM database user account.

3 Grant the SRM database user account the connect, resource, create session privileges and permissions.

Create an ODBC System DSN for SRM

You must provide SRM with a system database source name (DSN) for a 64-bit open database connectivity
(ODBC) connector. The ODBC connector allows SRM to connect to the SRM database.

You can create the ODBC system DSN before you run the SRM installer by running Odbcad32.exe, the 64-bit
Windows ODBC Administrator tool.

24 VMware, Inc.

Chapter 3 Creating the SRM Database

Alternatively, you can create an ODBC system DSN by running the Windows ODBC Administrator tool
during the SRM installation process.

Prerequisites

You created the database instance to connect to SRM.

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.

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

Oracle Server

Select SQL Server Native Client 10.0.

Select Microsoft ODBC for Oracle.

4 (Optional) Create a SQL Server data source for the database.

a Provide the details for the data source.

Option Action

Name

Description

Server

Type a name for this data source, for example SRM.

Type a description of the data source, for example SRM.

Select the running database instance to which to connect or type the
address of the database server.

b Select the authentication method that corresponds to the database that you created and click Next.

c Click Next to retain the default settings for this database connection and click Finish.

5 (Optional) Create an Oracle Server data source for the database and click Next.

Option Action

Data Source Name

Description

TNS Service Name

User ID

Type a name for this data source, for example SRM.

Type a description of the data source, for example SRM.

Type the address of the database server in the format
database_server_address:1521/database_name.

Type the database user name.

6 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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Site Recovery Manager Installation and Configuration

26 VMware, Inc.

SRM Authentication 4

All communications between SRM and vCenter Server instances take place over SSL connections and are
authenticated by public key certificates or stored credentials.

When you install an SRM Server, you must choose either credential-based authentication or custom
certificate-based authentication. By default, SRM uses credential-based authentication, but custom
certificate-based authentication can alternatively be selected. The authentication method you choose when
installing the SRM Server is used to authenticate connections between the SRM Server instances at the
protected and recovery sites, and between SRM and vCenter Server.

IMPORTANT You cannot mix authentication methods between SRM Server instances at different sites and
between SRM and vCenter Server.

Credential-Based Authentication

This is the default authentication method that SRM uses. If you are using credential-based authentication,
SRM stores a user name and password that you specify during installation, and then uses those credentials
when connecting to vCenter Server. SRM also creates a special-purpose certificate for its own use. This
certificate includes additional information that you supply during installation.

NOTE Even though SRM creates and uses this special-purpose certificate when you choose credential-based
authentication, credential-based authentication is not equivalent to certificate-based authentication in either
security or operational simplicity.

Custom Certificate-Based Authentication

If you have or can acquire a PKCS#12 certificate signed by a trusted authority, use custom certificate-based
authentication. Public key certificates signed by a trusted authority streamline many SRM operations and
provide the highest level of security. Custom certificates that SRM uses have special requirements. See

“Requirements When Using Public Key Certificates with SRM,” on page 28.

If you use custom certificate-based authentication, you must use certificates signed by trusted authority on
the vCenter Server and SRM Server instances on both the protected site and the recovery site.

Certificate Warnings

If you are using credential-based authentication, attempts by the SRM Server to connect to vCenter Server
produce a certificate warning because the trust relationship asserted by the special-purpose certificates
created by SRM and vCenter Server cannot be verified by SSL. A warning allows you to verify the
thumbprint of the certificate used by the other server and confirm its identity. To avoid these warnings, use
certificate-based authentication and obtain your certificate from a trusted certificate authority.

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Site Recovery Manager Installation and Configuration

Requirements When Using Public Key Certificates with SRM

If you installed SSL certificates issued by a trusted certificate authority (CA) on the vCenter Server that
supports SRM, the certificates you create for use by SRM must meet specific criteria.

While SRM uses standard PKCS#12 certificate for authentication, it places a few specific requirements on the
contents of certain fields of those certificates. These requirements apply to the certificates used by both
members of an SRM Server pair.

NOTE The certificate requirements for vSphere Replication differ from those of SRM. If you use
vSphere Replication with public key certificates, see “Requirements When Using a Public Key Certificate

with vSphere Replication,” on page 59.

The certificates must have a Subject Name value constructed from the following components.

n

A Common Name (CN) attribute, the value of which must be the same for both members of the

n

pair. A string such as SRM is appropriate here.

An Organization (O) attribute, the value of which must be the same as the value of this attribute in

n

the supporting vCenter Server certificate.

An Organizational Unit (OU) attribute, the value of which must be the same as the value of this

n

attribute in the supporting vCenter Server certificate.

The certificate used by each member of an SRM Server pair must include a Subject Alternative Name

n

attribute the value of which is the fully-qualified domain name of the SRM Server host. This value will
be different for each member of the SRM Server pair. Because this name is subject to a case-sensitive
comparison, use lowercase letters when specifying the name during SRM installation.

If you are using an openssl CA, modify the openssl configuration file to include a line like the

n

following if the SRM Server host's fully-qualified domain name is srm1.example.com:

subjectAltName = DNS: srm1.example.com

If you are using a Microsoft CA, refer to http://support.microsoft.com/kb/931351 for information on

n

how to set the Subject Alternative Name.

If both SRM Server and vCenter Server run on the same host machine, you must provide two

n

certificates, one for SRM and one for vCenter Server. Each certificate must have the Subject Alternative
Name attribute set to the fully-qualified domain name of the host machine. Consequently, from a
security perspective, it is better to run SRM Server and vCenter Server on different host machines.

The certificate used by each member of an SRM Server pair must include an extendedKeyUsage or

n

enhancedKeyUsage attribute the value of which is serverAuth, clientAuth. If you are using an openssl

CA, modify the openssl configuration file to include a line like the following:

extendedKeyUsage = serverAuth, clientAuth

The SRM certificate password must not exceed 31 characters.

n

The SRM certificate key length must be a minimum of 2048-bits.

n

SRM accepts certificates with MD5RSA and SHA1RSA signature algorithms, but these are not

n

recommended. Use SHA256RSA or stronger signature algorithms.

NOTE vSphere Replication does not support or accept MD5RSA certificates.

28 VMware, Inc.

Installing SRM 5

You must install an SRM Server at the protected site and also at the recovery site.

SRM requires a vCenter Server instance of the equivelent version at each site before you install SRM Server.
The SRM installer must be able to connect with this vCenter Server instance during installation.

After you install the SRM Server instances, you can download the SRM client plug-in from the SRM Server
instance by using the Manage Plug-ins menu from your vSphere Client. You use the SRM client plug-in to
configure and manage SRM at each site.

Procedure

1 Install the SRM Server on page 29

You must install an SRM Server at the protected site and at the recovery site.

2 Install the SRM Client Plug-In on page 32

To install the SRM client plug-in, you use a vSphere Client to connect to the vCenter Server at the
protected or recovery site. You download the plug-in from the SRM Server and enable it in the
vSphere Client.

3 Connect to SRM on page 33

You use the vSphere Client to connect to SRM.

4 Connect the Protected and Recovery Sites on page 33

Before you can use SRM, you must connect the protected and recovery sites. The sites must
authenticate with each other. This is known as site pairing.

5 Install the SRM License Key on page 34

The SRM Server requires a license key to operate. Install an SRM license key as soon as possible after
you install SRM.

6 Modify the Installation of an SRM Server on page 35

To change the information that you supplied when you installed the SRM Server, you can run the
SRM installer in modify mode.

7 Repair the Installation of an SRM Server on page 36

You can run the SRM installer in repair mode to repair an SRM Server installation.

Install the SRM Server

You must install an SRM Server at the protected site and at the recovery site.

SRM requires the equivalent version of vCenter Server. You must install the same version of SRM Server
and vCenter Server on both sites. You cannot mix SRM and vCenter Server versions across sites.

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Site Recovery Manager Installation and Configuration

For environments with a small number of virtual machines to protect, you can run SRM Server and
vCenter Server on the same system. For environments that approach the maximum limits of SRM and
vCenter Server, install SRM Server on a system that is different from the system on which vCenter Server is
installed. If SRM Server and vCenter Server are installed on the same system, administrative tasks might
become more difficult to perform in large environments.

If you are upgrading an existing SRM installation, see Chapter 6, “Upgrading SRM,” on page 39.

Prerequisites

Install the same version of vCenter Server as the version of SRM to install.

n

Configure and start the SRM database service before you install the SRM Server. See Chapter 3,

n

“Creating the SRM Database,” on page 23.

Download the SRM installation file to a folder on the machine on which to install SRM.

n

SRM requires a database source name (DSN) for 64-bit open database connectivity (ODBC). You can

n

create the ODBC system DSN before you run the SRM 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 SRM,” on page 24.

Verify that you have the following information:

n

A user account with sufficient privileges to install SRM. This account is often an Active Directory

n

domain administrator, but can also be a local administrator.

The fully qualified domain name (FQDN) or IP address of the site’s vCenter Server instance. The

n

server must be running and accessible during SRM installation. You must use the address format
that you use to connect SRM to vCenter Server when you later pair the SRM sites. Using FQDNs is
preferred, but if that is not universally possible, use IP addresses for all cases.

The user name and password of the vCenter Server administrator account.

n

A user name and password for the SRM database.

n

If you are using certificate-based authentication, the pathname to an appropriate certificate file. See

n

Chapter 4, “SRM Authentication,” on page 27 and “Requirements When Using Public Key
Certificates with SRM,” on page 28.

Procedure

1 Double-click the SRM installer icon, select an installation language, and click OK.

2 Follow the prompts and accept the license agreement.

3 Click Change to change the folder in which to install SRM, select a target volume, and click Next.

The default installation folder for SRM is C:\Program Files\VMware\VMware vCenter Site Recovery

Manager. If you use a different folder, the pathname cannot be longer than 170 characters including the

end slash, and cannot include non-ASCII characters.

4 Select whether to install vSphere Replication and click Next.

If you connect SRM to a vCenter Server instance that is already running vSphere Replication as a
registered extension, you must still select the Install vSphere Replication option. Selecting this option
installs components that SRM requires to work with vSphere Replication. You can also install
vSphere Replication after you install SRM by running the installer again in Repair mode.

30 VMware, Inc.

Chapter 5 Installing SRM

5 Type information about the vCenter Server instance at the site where you are installing SRM and click

Next.

Option Action

vCenter Server Address

vCenter Server Port

vCenter Server Username

vCenter Server Password

Type the host name or IP address of vCenter Server. 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 Note the address format that you use to connect SRM to
vCenter Server. You must use the same address format when you later pair
the SRM sites. If you use an IP address to connect SRM to vCenter Server,
you must use this IP address when pairing the SRM sites. If you use
certificate-based authentication, the address of SRM Server must be the
same as the Subject Alternative Name (SAN) value of the SRM certificate.
This is usually the fully qualified domain name of the SRM Server host.

Accept the default or enter a different port.

Type the user name of an administrator of the specified vCenter Server
instance.

Type the password for the specified user name. The password text box
cannot be empty.

6 (Optional) If you are using credential-based authentication, verify the vCenter Server certificate and

click Yes to accept it.

If you are using certificate-based authentication, there is no prompt to accept the certificate.

7 Select an authentication method and click Next.

Option Description

Use credential-based authentication

Use certificate-based authentication

a Select Automatically generate certificate and click Next.

b Type text values for your organization and organization unit, typically

your company name and the name of your group in the company.

a Select Use a PKCS #12 certificate file and click Next.

b Type the path to the certificate file. The certificate file must contain

exactly one certificate with exactly one private key matching the
certificate.

c Type the certificate password.

d The local host value must be the same as the Subject Alternative Name

(SAN) value of the SRM Server certificate. This is usually the fully
qualified domain name of the SRM Server host.

8 Type the administrator and host configuration information and click Next.

Option Description

Local Site Name

Administrator E-mail

Additional E-mail

A name for this installation of SRM. A suggested name is generated, but
you can type any name. It cannot be the same name that you use for
another SRM installation with which this one will be paired.

Email address of the SRM administrator, for potential use by
vCenter Server.

An optional email address of another SRM administrator, for potential use
by vCenter Server.

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Site Recovery Manager Installation and Configuration

Option Description

Local Host

Listener Ports

API Listener Port

The SRM installer supplies default values for the listener ports. Do not change them unless the defaults
would cause port conflicts.

9 Provide the SRM database configuration information and click Next.

Option Action

Database Client

Data Source Name

Username

Password

Connection Count

Max Connections

10 Click Install.

Name or IP address of the local host. This value is obtained by the SRM
installer and needs to be changed only if it is incorrect. For example, the
local host might have more than one network interface and the one
detected by the SRM installer is not the interface you want to use. If you
use certificate-based authentication, the Local Host value must be the same
as the SAN value of the supplied certificate. This is usually the fully
qualified domain name of the SRM Server host.

SOAP and HTTP port numbers to use.

SOAP port number for API clients to use.

Select a database client type from the drop-down menu.

Select an existing 64-bit DSN from the drop-down menu. You can also
click ODBC 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.

Type a user ID valid for the specified database.

Type the password for the specified user ID.

Type 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 SRM to use a
connection from the pool than to create one. In most cases, it is not
necessary to change this setting. Before changing this setting, consult with
your database administrator.

Type the maximum number of database connections that can be open
simultaneously. If the database administrator has 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
changing this setting, consult with your database administrator.

11 When the installation is finished, click Finish.

What to do next

Repeat the installation process on the recovery site.

Install the SRM Client Plug-In

To install the SRM client plug-in, you use a vSphere Client to connect to the vCenter Server at the protected
or recovery site. You download the plug-in from the SRM Server and enable it in the vSphere Client.

When you install the SRM Server, the SRM client plug-in becomes available as a download from the
vCenter Server instance that the SRM Server installation extends. You can download, install, and enable the
SRM client plug-in on any host where a vSphere Client is installed.

Prerequisites

Verify that you installed SRM Server instances at the protected and recovery sites.

Procedure

1 Start the vSphere Client and connect to vCenter Server at either the protected or recovery site.

32 VMware, Inc.

2 Select Plugins > Manage Plug-ins.

3 Under Available Plug-ins, locate VMware vCenter Site Recovery Manager Extension and click

Download and Install.

4 Review and accept the certificate.

This step only occurs if you use certificate-based authentication.

5 After the download finishes, click Run to start the installation wizard, select the installation language,

and click OK.

6 Click Next to start the installation, then click Next again at the VMware Patents page.

7 Select I accept the terms in the license agreement, and click Next.

8 Click Install.

9 When the installation finishes, click Finish.

If the installation replaced any open files, you are prompted to shut down and restart Windows.

Connect to SRM

You use the vSphere Client to connect to SRM.

SRM does not require that you connect to a specific SRM site in an SRM deployment. You can change the
protected and recovery sites by connecting to vCenter Server at either site.

Chapter 5 Installing SRM

Prerequisites

Verify that you installed SRM Server instances at the protected and recovery sites.

n

Verify that you installed the SRM client plug-in in the vSphere Client.

n

Verify that you have a user account that is paired with a role that has the necessary permissions to

n

connect to SRM.

Procedure

1 Open a vSphere Client and connect to vCenter Server on either the protected site or the recovery site.

2 On the vSphere Client Home page, click the Site Recovery icon.

Connect the Protected and Recovery Sites

Before you can use SRM, you must connect the protected and recovery sites. The sites must authenticate
with each other. This is known as site pairing.

When you enter the address of the vCenter Server instance on the recovery site, take a note of the address
format that you use. You must use the same address format that you use to connect the SRM sites for later
configuration operations. You must enter exactly the same vCenter Server address format here that you
entered when installing the SRM Server at the recovery site. If you used an IP address when installing the
SRM Server at the recovery site, use an IP address to pair the SRM sites. If you entered a hostname when
installing the SRM Server, use the same hostname to pair the SRM sites.

IMPORTANT SRM does not support network address translation (NAT). If the network that you use to
connect the SRM sites uses NAT, attempting to connect the sites results in an error. Use credential-based
authentication and network routing without NAT when connecting the sites.

If you are using an untrusted certificate, several of the steps in this procedure produce certificate warnings.
You can ignore the warnings.

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Site Recovery Manager Installation and Configuration

Prerequisites

Verify that you installed SRM Server instances at the protected and recovery sites.

n

Verify that you installed the SRM client plug-in in the vSphere Client.

n

Procedure

1 In the vSphere Client, connect to the SRM Server on the protected site.

2 Click Sites in the left pane and click Configure Connection on either the Summary tab or the Getting

Started tab.

3 On the Remote Site Information page, type the IP address or hostname of the vCenter Server instance at

the recovery site and the port to which to connect and click Next.

Port 80 is used for the initial connection to the remote site. After the initial HTTP connection is made,
the two sites establish an SSL connection for subsequent connections.

4 On the vCenter Server Authentication page, provide the vCenter administrator user name and

password for the recovery site and click Next.

You must enter exactly the same information here that you entered when installing the SRM Server at
the recovery site.

5 On the Complete Connections page, click Finish after all of the site paring steps have completed

successfully.

6 In the Remote vCenter Server window, enter credentials for the vCenter Server instance at the recovery

site.

7 Connect another vSphere Client instance to the vCenter Server instance on the recovery site and go to

the SRM interface.

8 In the Remote vCenter Server window, enter credentials for the vCenter Server instance at the protected

site.

Install the SRM License Key

The SRM Server requires a license key to operate. Install an SRM license key as soon as possible after you
install SRM.

SRM uses the vSphere licensing infrastructure for license management. Additionally, vSphere itself needs to
be licensed sufficiently for SRM to protect and recover virtual machines.

Procedure

1 Open a vSphere Client and connect to a vCenter Server instance on which SRM is installed.

2 On the vSphere Client Home page, click Licensing.

3 For the View by mode, select Product.

4 Click Manage vSphere Licenses.

5 On the Add License Keys page, enter the SRM license key in the vSphere license keys text box, type an

optional label for the key, and click Add License Keys.

6 Review the details of the SRM license and click Next.

7 Click the Solutions tab in the Assign Licenses page.

8 Select VMware vCenter Site Recovery Manager in the Asset panel.

9 Select the SRM license key from the list of available licenses, and click Next.

10 Click Next to skip the Remove License Keys page.

34 VMware, Inc.

11 Click Finish to confirm the license changes.

What to do next

Repeat the process to assign SRM license keys to all appropriate vCenter Server instances.

Modify the Installation of an SRM Server

To change the information that you supplied when you installed the SRM Server, you can run the SRM
installer in modify mode.

Installing the SRM Server binds the installation to a number of values that you supply, including the
vCenter Server instance to extend, the SRM database DSN and credentials, the type of authentication, and so
on. The SRM installer supports a modify mode that allows you to change certain values that you configured
when you installed SRM Server.

The user name and password of the vCenter Server administrator

n

The user name, password, and connection numbers for the SRM database

n

The type of authentication (certificate-based or credential-based), the authentication details, or both

n

The installer's modify mode presents modified versions of some of the pages that are part of the SRM Server
installation.

Chapter 5 Installing SRM

CAUTION Updating the certificate affects the thumbprint, which can affect the connection between the
protected site and the recovery site. Check the connection between the protected site and the recovery site
after you run the installer in modify mode. For information about how to configure the connection between
the protected site and the recovery site, see “Connect the Protected and Recovery Sites,” on page 33.

Prerequisites

Verify that you have administrator privileges on the SRM Server or that you are a member of the
Administrators group. If you are a member of the Administrators group but you are not an administrator,
disable Windows User Account Control (UAC) before you attempt the change operation.

Procedure

1 Log in to the SRM 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 Type the username and password for the vCenter Server instance.

You cannot use the installer's repair or modify mode to change the vCenter Server address or port.
When you click Next, the installer contacts the specified vCenter Server instance and validates the
information you supplied.

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Site Recovery Manager Installation and Configuration

7 Select an authentication method and click Next.

Option Description

Leave the current authentication
method unchanged

Use credential-based authentication

Use certificate-based authentication

If you do not select Use existing certificate, you are prompted to supply additional authentication
details such as certificate location or strings to use for Organization and Organizational Unit.

8 Provide or change the database configuration information and click Next.

Option Description

Username

Password

Connection Count

Max Connections

9 Select Use existing database or Recreate the database and click Next.

Select Use existing certificate. If the installed certificate is not valid, this
option is unavailable.

Select Automatically generate certificate to generate a new certificate.

Select Use a PKCS #12 certificate file to upload a new certificate.

A user ID valid for the specified database.

The password for the specified user ID.

The initial connection pool size.

The maximum number of database connection open simultaneously.

Option Description

Use existing database

Recreate the database

Preserves the contents of the existing database.

Overwrites the existing database and deletes its contents.

10 Click Install to modify the installation.

The installer makes the requested modifications and restarts the SRM Server.

11 When the modification operation is finished and the SRM Server restarts, log in to the SRM interface in

the vSphere Client to check the status of the connection between the protected site and the recovery site.

12 (Optional) If the connection between the protected site and the recovery site is broken, reconfigure the

connection, starting from the SRM Server that you updated.

Repair the Installation of an SRM Server

You can run the SRM installer in repair mode to repair an SRM Server installation.

Running the installer in repair mode fixes missing or corrupted files, shortcuts, and registry entries in the
SRM Server installation. Running the installer in repair mode also allows you to install vSphere Replication
if you did not do so when you installed SRM.

CAUTION Do not run the SRM installer in repair mode on the protected site and on the recovery site
simultaneously.

Prerequisites

Verify that you have administrator privileges on the SRM Server or that you are a member of the
Administrators group. If you are a member of the Administrators group but you are not an administrator,
disable Windows User Account Control (UAC) before you attempt the change operation.

Procedure

1 Log in to the SRM Server host.

2 Open Programs and Features from the Windows Control Panel.

36 VMware, Inc.

Chapter 5 Installing SRM

3 Select the entry for VMware vCenter Site Recovery Manager and click Change.

4 Click Next.

5 Select Repair and click Next.

6 (Optional) If you did not install vSphere Replication when you installed SRM, select whether to install it

now.

If you already installed vSphere Replication, this option does not appear.

7 Click Install to repair the installation and optionally install vSphere Replication.

The installer makes the requested repairs, optionally installs vSphere Replication, and restarts the
SRM Server.

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Site Recovery Manager Installation and Configuration

38 VMware, Inc.

Upgrading SRM 6

You can upgrade existing SRM installations. The SRM upgrade process preserves existing information about
SRM configurations.

You must upgrade versions of SRM earlier than 5.0 to SRM 5.0 or 5.0.1 before you can upgrade to SRM 5.5.

IMPORTANT Upgrading vCenter Server directly from 4.1.x to 5.5 is a supported upgrade path. However,
upgrading SRM directly from 4.1.x to 5.5 is not a supported upgrade path. When upgrading a
vCenter Server 4.1.x instance that includes an SRM installation, you must upgrade vCenter Server to version

5.0.x before you upgrade SRM to 5.0 or 5.0.1. If you upgrade vCenter Server from 4.1.x to 5.5 directly, when
you attempt to upgrade SRM from 4.1.x to 5.0 or 5.0.1, the SRM upgrade fails. SRM 5.0.x cannot connect to a
vCenter Server 5.5 instance.

For the supported upgrade paths for other SRM 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 SRM 5.0.x or 5.1.x after upgrading to SRM 5.5, see “Revert to a Previous Release of SRM,” on
page 47.

Information That SRM Upgrade Preserves on page 39

n

The SRM upgrade procedure preserves information from existing installations.

Types of Upgrade that SRM Supports on page 40

n

Upgrading SRM requires that you upgrade vCenter Server. SRM supports different upgrade
configurations.

Order of Upgrading vSphere and SRM Components on page 40

n

You must upgrade the components in your vSphere and SRM environment in the correct order.

Upgrade SRM on page 41

n

You perform several tasks to upgrade SRM.

Revert to a Previous Release of SRM on page 47

n

To revert to a previous release of SRM, you must uninstall SRM from the protected and recovery sites
and uninstall any instances of the SRM client plug-in. You can then reinstall the previous release.

Information That SRM Upgrade Preserves

The SRM upgrade procedure preserves information from existing installations.

SRM preserves settings and configurations that you created for the previous release.

Datastore groups

n

VMware, Inc.

39

Site Recovery Manager Installation and Configuration

Protection groups

n

Inventory mappings

n

Recovery plans

n

IP customizations for individual virtual machines

n

Custom roles and their memberships

n

SRM object permissions in vSphere

n

Custom alarms and alarm actions

n

Test plan histories

n

Security certificates

n

Mass IP customization files (CSVs)

n

IMPORTANT During an upgrade, SRM preserves only protection groups and recovery plans that are in a
valid state. SRM discards protection groups or recovery plans that are in an invalid state.

Types of Upgrade that SRM Supports

Upgrading SRM requires that you upgrade vCenter Server. SRM supports different upgrade configurations.

Table 6‑1. Types of vCenter Server and SRM Upgrades

Upgrade Type Description Supported

In-place upgrade of SRM The simplest upgrade path. This path

involves upgrading the
vCenter Server instances associated
with SRM before upgrading
SRM Server.

Upgrade SRM with migration To migrate an SRM to a different host

or virtual machine as part of the SRM
upgrade, stop the existing
SRM Server. Do not uninstall the
previous release of SRM Server and
make sure that you retain the
database contents. Run the new
version of the SRM installer on the
new host or virtual machine,
connecting to the existing database.

New SRM Server installation with
migration

Create new installations of
vCenter Server and migrate
SRM Server to these new
vCenter Server instances.

Yes

Yes

No. You cannot migrate SRM Server to
a new installation of vCenter Server.
SRM 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 SRM Server
installation.

Order of Upgrading vSphere and SRM Components

You must upgrade the components in your vSphere and SRM environment in the correct order.

You must upgrade certain components of your vSphere environment before you upgrade SRM. You must
upgrade SRM Server before you upgrade other SRM components and vSphere Replication.

40 VMware, Inc.

Chapter 6 Upgrading SRM

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 vCenter Server on the protected site.

2 Upgrade SRM Server on the protected site.

3 Upgrade the storage replication adapters (SRA) on the protected site.

4 Upgrade the vSphere Replication appliance on the protected site.

5 Upgrade any additional vSphere Replication server instances on the protected site.

6 Upgrade vCenter Server on the recovery site.

7 Upgrade SRM Server on the recovery site.

8 Upgrade the storage replication adapters (SRA) on the recovery site.

9 Upgrade the vSphere Replication appliance on the recovery site.

10 Upgrade any additional vSphere Replication server instances on the recovery site.

11 Configure the connection between the SRM sites and vSphere Replication appliances.

12 Verify that your protection groups and recovery plans are still valid.

13 Upgrade ESXi Server on the recovery site.

14 Upgrade ESXi Server on the protected site.

15 Upgrade the virtual hardware and VMware Tools on the virtual machines on the ESXi hosts.

Upgrade SRM

You perform several tasks to upgrade SRM.

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.

Prerequisites

You must upgrade versions of SRM earlier than 5.0 to SRM 5.0 or 5.0.1 before you can upgrade to SRM 5.5.

IMPORTANT Upgrading vCenter Server directly from 4.1.x to 5.5 is a supported upgrade path. However,
upgrading SRM directly from 4.1.x to 5.5 is not a supported upgrade path. When upgrading a
vCenter Server 4.1.x instance that includes an SRM installation, you must upgrade vCenter Server to version

5.0.x before you upgrade SRM to 5.0 or 5.0.1. If you upgrade vCenter Server from 4.1.x to 5.5 directly, when
you attempt to upgrade SRM from 4.1.x to 5.0 or 5.0.1, the SRM upgrade fails. SRM 5.0.x cannot connect to a
vCenter Server 5.5 instance.

Procedure

1 Prepare for SRM Upgrade on page 42

Before you can upgrade SRM, you must perform preparatory tasks.

2 Upgrade the SRM Server Without Migration on page 42

You can upgrade the SRM Server on the same host as an existing SRM Server installation.

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Site Recovery Manager Installation and Configuration

3 Upgrade the SRM Server with Migration on page 44

You can upgrade SRM and migrate the SRM Server to a different host than the previous SRM Server
installation.

4 Upgrade the SRM Client Plug-In on page 46

You must upgrade the SRM client plug-in for all vSphere Client instances that you use to manage
SRM.

5 Configure the Upgraded SRM Installation on page 47

You must configure the upgraded components to establish a working SRM installation.

Prepare for SRM Upgrade

Before you can upgrade SRM, you must perform preparatory tasks.

SRM 5.0.x uses a 32-bit open database connectivity (ODBC) database source name (DSN), but SRM 5.5
requires a 64-bit DSN to connect to the SRM database. If you are upgrading from SRM 5.0.x, you must create
a 64-bit DSN. See “Create an ODBC System DSN for SRM,” on page 24.

Prerequisites

You must upgrade versions of SRM earlier than 5.0 to SRM 5.0 or 5.0.1 before you can upgrade to SRM 5.5.

IMPORTANT Upgrading vCenter Server directly from 4.1.x to 5.5 is a supported upgrade path. However,
upgrading SRM directly from 4.1.x to 5.5 is not a supported upgrade path. When upgrading a
vCenter Server 4.1.x instance that includes an SRM installation, you must upgrade vCenter Server to version

5.0.x before you upgrade SRM to 5.0 or 5.0.1. If you upgrade vCenter Server from 4.1.x to 5.5 directly, when
you attempt to upgrade SRM from 4.1.x to 5.0 or 5.0.1, the SRM upgrade fails. SRM 5.0.x cannot connect to a
vCenter Server 5.5 instance.

Procedure

1 Log in to the machine on the protected site on which you have installed SRM.

2 Back up the SRM database by using the tools that the database software provides.

3 (Optional) If you are upgrading from SRM 5.0.x, create a 64-bit DSN.

4 Upgrade the vCenter Server instance to which SRM connects to vCenter Server 5.5.

If you are upgrading from vCenter Server and SRM 4.1.x, you must upgrade the vCenter Server and
SRM Server instances in the correct sequence before you can upgrade to SRM 5.5.

a Upgrade vCenter Server from 4.1.x to 5.0.x.

b Upgrade SRM from 4.1.x to 5.0.x.

c Upgrade vCenter Server from 5.0.x to 5.5.

Upgrade the SRM Server Without Migration

You can upgrade the SRM Server on the same host as an existing SRM Server installation.

To upgrade SRM and migrate the SRM Server to a different host, see “Upgrade the SRM Server with

Migration,” on page 44.

When you upgrade an existing version of the SRM Server, the SRM installer reuses information about
vCenter Server connections, certificates, and database configuration from the existing installation. The
installer populates the text boxes in the installation wizard with the values from the previous installation.

42 VMware, Inc.

Chapter 6 Upgrading SRM

An upgrade without migration provides a quick way to upgrade the SRM Server to a new release without
changing any of the information that you provided for the current installation. To change any installation
information, for example, database connections, the authentication method, certificate location, or
administrator credentials, you must run the installer in modify mode after you upgrade an existing
SRM Server.

If you connect SRM to a vCenter Server instance that is already running vSphere Replication as a registered
extension, you must still select the Install vSphere Replication option. Selecting this option installs
components that SRM requires to work with vSphere Replication. You can also install vSphere Replication
after you install SRM by running the installer again in Repair mode.

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.

IMPORTANT If you created custom permissions that you assigned to the SRM 5.0 service instance, you must
upgrade the SRM Server with migration. If you upgrade the SRM Server without migration, custom
permissions are lost. See “Upgrade the SRM Server with Migration,” on page 44.

Prerequisites

You completed the tasks in “Prepare for SRM Upgrade,” on page 42.

n

Log into the SRM host to upgrade. Log in using an account with sufficient privileges. This is often an

n

Active Directory domain administrator, but can also be a local administrator.

Download the SRM installation file to a folder on the SRM Server host.

n

Procedure

1 Double-click the SRM installer icon, select an installation language, and click OK.

2 If you are upgrading from SRM 5.0.x, click OK to confirm that you created a 64-bit ODBC DSN to

connect SRM to the existing database.

This prompt does not appear when you upgrade from SRM 5.1.

3 Follow the prompts and accept the license agreement.

4 Click Change to change the folder in which to install SRM, select a target volume, and click Next.

The default installation folder for SRM is C:\Program Files\VMware\VMware vCenter Site Recovery

Manager. If you use a different folder, the pathname cannot be longer than 170 characters including the

end slash, and cannot include non-ASCII characters.

5 Select whether to install vSphere Replication and click Next.

6 Provide the username and password for vCenter Server and click Next.

You cannot change the vCenter Server instance to which SRM connects. To connect to a different
vCenter Server instance, you must install a new SRM Server.

7 (Optional) If you are using credential-based authentication, verify the vCenter Server certificate and

click Yes to accept it.

If you are using certificate-based authentication, there is no prompt to accept the certificate.

8 Click Yes to confirm that you want to overwrite the existing SRM extension on this vCenter Server

instance.

VMware, Inc. 43

Site Recovery Manager Installation and Configuration

9 Select an authentication method and click Next.

Option Description

Use credential-based authentication

Use certificate-based authentication

10 Verify the Administrator E-mail and Local Host values and click Next.

11 Select the 64-bit ODBC DSN from the Data Source Name drop-down menu, provide the username and

password for the database, and click Next.

12 Select Use existing database and click Next.

CAUTION If you select Recreate the database the installer overwrites the existing database and you lose
all configuration information from the previous installation.

a Select Automatically generate certificate and click Next.

b Type text values for your organization and organization unit, typically

your company name and the name of your group in the company.

a Select Use a PKCS #12 certificate file and click Next.

b Type the path to the certificate file. The certificate file must contain

exactly one certificate with exactly one private key matching the
certificate.

c Type the certificate password.

d The local host value must be the same as the Subject Alternative Name

(SAN) value of the SRM Server certificate. This is usually the fully
qualified domain name of the SRM Server host.

13 Click Install.

Upgrade the SRM Server with Migration

You can upgrade SRM and migrate the SRM Server to a different host than the previous SRM Server
installation.

To upgrade SRM and keep the SRM Server on the same host as the previous installation, see “Upgrade the

SRM Server Without Migration,” on page 42.

To upgrade SRM and migrate the SRM Server to a different host, you create a new SRM Server installation
on the new host, and connect it to the SRM database from the previous installation.

If you connect SRM to a vCenter Server instance that is already running vSphere Replication as a registered
extension, you must still select the Install vSphere Replication option. Selecting this option installs
components that SRM requires to work with vSphere Replication. You can also install vSphere Replication
after you install SRM by running the installer again in Repair mode.

Prerequisites

You completed the tasks in “Prepare for SRM Upgrade,” on page 42.

n

Log into the SRM host to upgrade. Log in using an account with sufficient privileges. This is often an

n

Active Directory domain administrator, but can also be a local administrator.

Log in to the host on which to install the new version of SRM Server.

n

Download the SRM installation file to a folder on the new SRM Server host.

n

Procedure

1 Stop the SRM Server service on the old SRM Server host.

IMPORTANT Do not uninstall the previousSRM Server installation.

2 On the host on which to install the new version of SRM Server, double-click the SRM installer icon,

select an installation language, and click OK.

44 VMware, Inc.

Chapter 6 Upgrading SRM

3 Follow the prompts and accept the license agreement.

4 Click Change to change the folder in which to install SRM, select a target volume, and click Next.

The default installation folder for SRM is C:\Program Files\VMware\VMware vCenter Site Recovery

Manager. If you use a different folder, the pathname cannot be longer than 170 characters including the

end slash, and cannot include non-ASCII characters.

5 Select whether to install vSphere Replication and click Next.

6 Enter information about the upgraded vCenter Server instance that you used with the previous

SRM Server installation and click Next.

Option Action

vCenter Server Address

vCenter Server Port

vCenter Server Username

vCenter Server Password

Type the host name or IP address of vCenter Server. 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 Note the address format that you use to connect SRM to
vCenter Server. You must use the same address format when you later pair
the SRM sites. If you use an IP address to connect SRM to vCenter Server,
you must use this IP address when pairing the SRM sites. If you use
certificate-based authentication, the address of SRM Server must be the
same as the Subject Alternative Name (SAN) value of the SRM certificate.
This is usually the fully qualified domain name of the SRM Server host.

Accept the default or enter a different port.

Type the user name of an administrator of the specified vCenter Server
instance.

Type the password for the specified user name. The password text box
cannot be empty.

7 (Optional) If you are using credential-based authentication, verify the vCenter Server certificate and

click Yes to accept it.

If you are using certificate-based authentication, there is no prompt to accept the certificate.

8 Select an authentication method and click Next.

Option Description

Use credential-based authentication

Use certificate-based authentication

a Select Automatically generate certificate and click Next.

b Type text values for your organization and organization unit, typically

your company name and the name of your group in the company.

a Select Use a PKCS #12 certificate file and click Next.

b Type the path to the certificate file. The certificate file must contain

exactly one certificate with exactly one private key matching the
certificate.

c Type the certificate password.

d The local host value must be the same as the Subject Alternative Name

(SAN) value of the SRM Server certificate. This is usually the fully
qualified domain name of the SRM Server host.

9 Type the administrator and host configuration information and click Next.

Option Description

Local Site Name

Administrator E-mail

A name for this installation of SRM. A suggested name is generated, but
you can type any name. It cannot be the same name that you use for
another SRM installation with which this one will be paired.

Email address of the SRM administrator, for potential use by
vCenter Server.

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Site Recovery Manager Installation and Configuration

Option Description

Additional E-mail

Local Host

Listener Ports

API Listener Port

The SRM installer supplies default values for the listener ports. Do not change them unless the defaults
would cause port conflicts.

10 Provide the connection information for the SRM database that you used with the previous installation,

and click Next.

Option Action

Database Client

Data Source Name

Username

Password

Connection Count

Max Connections

11 Select Use existing database and click Next.

An optional email address of another SRM administrator, for potential use
by vCenter Server.

Name or IP address of the local host. This value is obtained by the SRM
installer and needs to be changed only if it is incorrect. For example, the
local host might have more than one network interface and the one
detected by the SRM installer is not the interface you want to use. If you
use certificate-based authentication, the Local Host value must be the same
as the SAN value of the supplied certificate. This is usually the fully
qualified domain name of the SRM Server host.

SOAP and HTTP port numbers to use.

SOAP port number for API clients to use.

Select a database client type from the drop-down menu.

Select an existing 64-bit DSN that connects to the SRM database that you
used with the previous installation.

Type a valid user ID for the specified database.

Type the password for the specified user ID.

Type 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.

Type 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.

CAUTION If you select Recreate the database the installer overwrites the existing database and you lose
all configuration information from the previous installation.

12 Click Install.

13 When the installation is finished, click Finish.

Upgrade the SRM Client Plug-In

You must upgrade the SRM client plug-in for all vSphere Client instances that you use to manage SRM.

Prerequisites

Verify that you upgraded vCenter Server, the SRM Server, and the vSphere Client.

n

Log in to the machine on which the vSphere Client is installed.

n

Uninstall the old SRM client plug-in, if it is installed.

n

Procedure

1 Start the vSphere Client and connect to vCenter Server at either the protected or recovery site.

2 Select Plugins > Manage Plug-ins.

46 VMware, Inc.

Chapter 6 Upgrading SRM

3 Under Available Plug-ins, locate VMware vCenter Site Recovery Manager Extension and click

Download and Install.

4 Review and accept the certificate.

This step only occurs if you use certificate-based authentication.

5 After the download finishes, click Run to start the installation wizard, select the installation language,

and click OK.

If you did not uninstall the previous version of the SRM client plug-in, the installer prompts you to do
so and stops the installation.

6 Click Next to start the installation, then click Next again at the VMware Patents page.

7 Select I accept the terms in the license agreement, and click Next.

8 Click Install.

9 When the installation finishes, click Finish.

If the installation replaced any open files, you are prompted to shut down and restart Windows.

What to do next

Repeat this process for other vSphere Client instances that you use to connect to this SRM site.

Configure the Upgraded SRM Installation

You must configure the upgraded components to establish a working SRM installation.

SRM 5.5 is a 64-bit application. If you are upgrading from SRM 5.0.x and you use array-based replication,
even if you performed an in-place upgrade of SRM, you must install 64-bit storage array adapters (SRA) that
are compatible with SRM 5.5.

Prerequisites

You upgraded vCenter Server, the vSphere Client, SRM, and the SRM client to version 5.5.

Procedure

1 In the SRM client, select Sites > Summary and click Configure Connection to pair the SRM Server

instances.

2 (Optional) If you use array-based replication, reinstall and reconfigure the SRA on the SRM Server hosts

that you upgraded.

You must perform these tasks on both sites.

a Reinstall all SRAs.

b Click Rescan SRAs in the Array Managers > SRAs tab.

c Reconfigure all array managers with the correct credentials.

Revert to a Previous Release of SRM

To revert to a previous release of SRM, you must uninstall SRM from the protected and recovery sites and
uninstall any instances of the SRM client plug-in. You can then reinstall the previous release.

Prerequisites

Verify that your installation of vCenter Server supports the SRM release that you are reverting to. For

n

information about the vCenter Server releases that support different versions of SRM, see the Site
Recovery Manager Compatibility Matrixes, at http://www.vmware.com/support/pubs/srm_pubs.html. For

information about reverting a vCenter Server installation, see the vSphere documentation.

VMware, Inc. 47

Site Recovery Manager Installation and Configuration

Verify that you made a backup of the SRM database before you upgraded SRM from a previous release

n

to this release.

Procedure

1 Use the Windows Control Panel options to uninstall SRM at the protected and recovery sites.

If you connected the SRM Server instances at the protected and recovery sites, you must uninstall SRM
at both sites. If you uninstall SRM from one side of a site pairing but not the other, the database on the
remaining site becomes inconsistent.

2 Use the Windows Control Panel options to uninstall the SRM plug-in from any vSphere Client instances

on which you installed it.

3 Restore the SRM database from the backup that you made when you upgraded SRM 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.

4 Install the previous release of SRM Server on the protected and recovery sites.

5 Install the previous release of the SRM client plug-in on any vSphere Client instances that you use to

connect to SRM.

6 Reestablish the connection between the SRM Server instances on the protected and recovery sites.

If you restored a backup of the SRM database from the previous version, any configurations or protection
plans that you created before you upgraded SRM are retained.

48 VMware, Inc.

Configuring Array-Based Protection 7

After you pair the protected and recovery sites, you must configure protection for virtual machines. If you
are using array-based replication, you must configure storage replication adapters (SRAs) at each site.

If you are using only vSphere Replication, you do not require an SRA. See Chapter 8, “Installing vSphere

Replication,” on page 53.

Procedure

1 Install Storage Replication Adapters on page 49

If you are using array-based replication, you must install a Storage Replication Adapter (SRA) specific
to each storage array that you use with SRM. An SRA is a program that an array vendor provides that
enables SRM to work with a specific kind of array.

2 Configure Array Managers on page 50

After you pair the protected site and recovery site, configure their respective array managers so that
SRM can discover replicated devices, compute datastore groups, and initiate storage operations.

3 Rescan Arrays to Detect Configuration Changes on page 51

SRM checks arrays for changes to device configurations every 24 hours. However, you can force an
array rescan at any time.

4 Edit Array Managers on page 51

Use the Edit Array Manager wizard to modify an array manager's name or other settings, such as the
IP address or user name and password.

Install Storage Replication Adapters

If you are using array-based replication, you must install a Storage Replication Adapter (SRA) specific to
each storage array that you use with SRM. An SRA is a program that an array vendor provides that enables
SRM to work with a specific kind of array.

You must install an appropriate SRA on the SRM Server hosts at the protected and recovery sites. If you use
more than one type of storage array, you must install the SRA for each type of array on both of the
SRM Server hosts.

NOTE You can configure SRM to use more than one type of storage array, but you cannot store the virtual
machine disks for a single virtual machine on multiple arrays from different vendors. You must store all of
the disks for a virtual machine on the same array.

Storage replication adapters come with their own installation instructions. You must install the version of an
SRA that corresponds to a specific SRM version. Install the same version of the SRA at both sites. Do not mix
SRA versions.

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Site Recovery Manager Installation and Configuration

If you are using vSphere Replication, you do not require an SRA.

Prerequisites

Download the SRA by going to https://my.vmware.com/web/vmware/downloads and selecting

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VMware vCenter Site Recovery Manager > Download Product > Go to Downloads > Go to
Downloads. VMware does not support storage replication adapters downloaded from other sites.

Read the documentation provided with your SRA. SRAs do not support all features that storage arrays

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support. The documentation that your SRA provides details what the SRA supports and requires. For
example, HP and EMC have detailed physical requirements which must be met for the SRA to perform
as expected.

Install SRM Server before you install the SRAs.

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Your SRA might require the installation of other vendor-provided components. You might need to

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install some of these components on the SRM Server host. Other components might require only
network access by the SRM Server. For the latest information on such requirements, review the release
notes and readme files for the SRAs you are installing.

Enable the storage array's capability to create snapshot copies of the replicated devices. See your SRA

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documentation.

Procedure

1 Install the SRA on each SRM Server host.

The installer installs the SRA in C:\Program Files\VMware\VMware vCenter Site Recovery

Manager\storage\sra.

2 Using the vSphere Client, connect to SRM, select Array Managers in the left pane, click the SRAs tab,

and click Rescan SRAs.

This action refreshes SRA information, allowing SRM to discover the SRA.

Configure Array Managers

After you pair the protected site and recovery site, configure their respective array managers so that SRM
can discover replicated devices, compute datastore groups, and initiate storage operations.

You typically configure array managers only once, after you connect the sites. You do not need to
reconfigure them unless array manager connection information or credentials change, or you want to use a
different set of arrays.

Prerequisites

Connect the sites as described in “Connect the Protected and Recovery Sites,” on page 33.

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Install SRAs at both sites as described in “Install Storage Replication Adapters,” on page 49.

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Procedure

1 Select Array Managers in the SRM interface, and select the site on which you want to configure array

managers.

2 Click the Summary tab and click Add Array Manager.

3 Type a name for the array in the Display Name text box.

Use a descriptive name that makes it easy for you to identify the storage associated with this array
manager.

50 VMware, Inc.

4 Select the array manager type that you want SRM to use from the SRA Type drop-down menu.

If no manager type appears, rescan for SRAs or check that you have installed an SRA on the SRM Server
host.

5 Provide the required information for the type of SRA you selected.

The SRA creates these text boxes. For more information about how to fill in these text boxes, see the
documentation that your SRA vendor provides. Text boxes vary between SRAs, but common text boxes
include IP address, protocol information, mapping between array names and IP addresses, and user
name and password.

6 Click Finish.

7 Repeat steps Step 1 through Step 6 to configure an array manager for the recovery site.

8 Select an array in the Array Managers panel and click the Array Pairs tab.

9 (Optional) Click Refresh to scan for new array pairs.

10 Select an array pair in the Discovered Array Pairs panel, and click Enable.

If you have added array managers, but no array pairs are visible, click Refresh to collect the latest
information about array pairs.

Rescan Arrays to Detect Configuration Changes

Chapter 7 Configuring Array-Based Protection

SRM checks arrays for changes to device configurations every 24 hours. However, you can force an array
rescan at any time.

You can reconfgure the frequency with which SRM preforms regular array scans by changing the

storage.minDsGroupComputationInterval option in Advanced Settings. See Change Storage Settings in Site

Recovery Manager Administration.

Configuring array managers causes SRM to compute datastore groups based on the set of replicated storage
devices that it discovers. If you change the configuration of the array at either site to add or remove devices,
SRM must rescan the arrays and recompute the datastore groups.

Procedure

1 Click Array Managers and select an array.

2 Click the Devices tab.

The Devices tab provides information about all the storage devices in the array, including the local
device name, the device it is paired with, the direction of replication, the protection group to which the
device belongs, whether the datastore is local or remote, and the consistency group ID for each SRA
device.

3 Click Refresh to rescan the arrays and recompute the datastore groups.

Edit Array Managers

Use the Edit Array Manager wizard to modify an array manager's name or other settings, such as the IP
address or user name and password.

For more information about how to fill in the adapter fields, see the documentation that your SRA vendor
provides. While fields vary among SRAs, common fields include IP address, protocol information, mapping
between array names and IP addresses, and user names and passwords.

Procedure

1 Click Array Managers in the left pane, and select an array manager.

2 Right-click an array and select Edit Array Manager.

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Site Recovery Manager Installation and Configuration

3 Modify the name for the array in the Display Name field.

Use a descriptive name that makes it easy for you to identify the storage associated with this array
manager. You cannot modify the array manager type.

4 Modify the adapter information.

These fields are created by the SRA.

5 Click Finish to complete the modification of the array manager.

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Installing vSphere Replication 8

vSphere Replication uses the replication technologies included in ESXi with the assistance of virtual
appliances to replicate virtual machines between source and target sites.

The vSphere Replication appliance registers with the corresponding vCenter Server instance. For example,
on the source site, the vSphere Replication appliance registers with the vCenter Server instance on the
source site.

The vSphere Replication appliance contains a vSphere Replication server that manages the replication
process. To meet the load balancing needs of your environment, you might need to deploy additional
vSphere Replication servers at each site. Additional vSphere Replication servers that you deploy are
themselves virtual appliances. You must register any additional vSphere Replication servers with the
vSphere Replication appliance on the corresponding site.

The vSphere Replication appliance provides a virtual appliance management interface (VAMI). You can use
this interface to reconfigure the vSphere Replication database, network settings, public-key certificates, and
passwords for the appliances.

Before you can use vSphere Replication with SRM, you must configure the SRM infrastructure.

When installing SRM, make sure that you select the vSphere Replication option. If you did not select the

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vSphere Replication option when you installed SRM, you can add that option by running the installer
again in repair mode.

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Pair the SRM Server instances as described in “Connect the Protected and Recovery Sites,” on page 33.

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The Getting Started page in the vSphere Replication view of the SRM interface provides guidance to ensure
that you complete the installation and configuration process correctly.

Procedure

1 Deploy the vSphere Replication Virtual Appliance on page 54

vSphere Replication is distributed as an OVF virtual appliance. You must deploy the appliance at both
of the primary and secondary sites.

2 Configure vSphere Replication Connections on page 55

To use vSphere Replication between two sites managed by different vCenter Server instances, you
need to configure a connection between the two vSphere Replication appliances.

3 Reconfigure the vSphere Replication Appliance on page 56

If necessary, you can reconfigure the vSphere Replication appliance settings by using the virtual
appliance management interface (VAMI).

4 Deploy an Additional vSphere Replication Server on page 67

The vSphere Replication appliance includes a vSphere Replication server. However, you might need
to deploy multiple vSphere Replication servers to meet your load balancing needs.

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Site Recovery Manager Installation and Configuration

5 Register an Additional vSphere Replication Server on page 68

If you deploy additional vSphere Replication servers, you must register these servers with the
vSphere Replication appliance to enable them as traffic handlers at the recovery site.

6 Reconfigure vSphere Replication Server Settings on page 68

The vSphere Replication appliance contains a vSphere Replication server. If you deploy additional
vSphere Replication servers, the server settings are established during deployment. You can modify
the settings after you deploy the server.

7 Unregister and Remove a vSphere Replication Server on page 69

If you deployed additional vSphere Replication server instances that you no longer require, you must
unregister them from the vSphere Replication appliance before you delete them.

8 Uninstall vSphere Replication on page 70

You uninstall vSphere Replication by unregistering the appliance from vCenter Server and removing
it from your environment.

9 Unregister vSphere Replication from vCenter Server if the Appliance Was Deleted on page 70

If the vSphere Replication appliance virtual machine does not exist because it was deleted, you cannot
use the virtual appliance management interface (VAMI) to unregister vSphere Replication from
vCenter Server. Instead, you can use the Managed Object Browser (MOB) to delete the
vSphere Replication extension.

Deploy the vSphere Replication Virtual Appliance

vSphere Replication is distributed as an OVF virtual appliance. You must deploy the appliance at both of
the primary and secondary sites.

SRM deploys the OVF file from the vCenter Server instance that SRM extends. The vSphere Replication OVF
file is also available at C:\Program Files\VMware\VMware vCenter Site Recovery

Manager\www\vSphere_Replication_SRM_OVF10.ovf on the SRM Server machine. If deploying the

vSphere Replication OVF from the default location fails or is slow, you can also deploy it from SRM Server.

Prerequisites

You opted to install vSphere Replication when you installed SRM.

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In the vSphere Client, go to Administration > vCenter Server Settings > Advanced Settings on the

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vCenter Server instance on which you are deploying vSphere Replication. Verify that the

VirtualCenter.FQDN value is set to a fully-qualified domain name or a literal address.

Procedure

1 Select vSphere Replication in the SRM interface.

2 Click Deploy VR Appliance in the Summary tab.

3 Click OK to start the Deploy OVF Template wizard.

4 Click Next to deploy the OVF file from the default location.

5 Review the virtual appliance details and click Next.

6 Accept the default name and destination folder or provide a new name and folder for the virtual

appliance, and click Next.

7 Follow the prompts to select a destination host, datastore, and disk format for the virtual appliance.

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Chapter 8 Installing vSphere Replication

8 Set the appliance properties, and click Next.

Option Description

Password

Initial Configuration

Networking Properties

Type and confirm a root password for the appliance.

Use the embedded vSphere Replication database. If you use the embedded
database, you can use vSphere Replication immediately after deployment.
Deselect the checkbox to use vSphere Replication with an external
database. If you use an external database, you must set up the database
before you can use vSphere Replication.

If you do not set network settings, the appliance uses DHCP. Set a static IP
address for the appliance. You can also reconfigure network settings after
deployment by using the virtual appliance management interface (VAMI).

9 Review the binding to the vCenter Extension vService and click Next.

10 (Optional) Select the Power on virtual machine check box and click Finish.

If you deploy the vSphere Replication OVF file from the default location, the check box is selected
automatically.

11 Repeat the procedure to install vSphere Replication on the secondary site.

When the OVF deployment finishes and the appliance has booted, vSphere Replication registers as an
extension with vCenter Server. The vSphere Replication appliance appears under the site name in the
vSphere Replication tab of the SRM interface. vSphere Replication is ready for use immediately after you
deploy the appliance. No manual configuration or registration is required.

What to do next

Connect the vSphere Replication sites. You can also perform optional reconfiguration of the
vSphere Replication appliance.

Configure vSphere Replication Connections

To use vSphere Replication between two sites managed by different vCenter Server instances, you need to
configure a connection between the two vSphere Replication appliances.

You can complete this process on either site on which you have installed a vSphere Replication appliance. If
you are using an untrusted certificate, certificate warnings might appear during the process. You can also
configure connection between the two sites when you configure a replication.

Prerequisites

Verify that you have deployed SRM at two sites and configured the connection between the SRM sites.
Verifiy that you have deployed the vSphere Replication appliances at the two sites.

Procedure

1 Click vSphere Replication in the left pane of the SRM interface, and select a site.

A site is indicated by a folder icon.

2 Click the Summary tab.

3 Click Configure VR Connection.

4 Click Yes to confirm that you want to connect the sites.

5 Click OK.

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Reconfigure the vSphere Replication Appliance

If necessary, you can reconfigure the vSphere Replication appliance settings by using the virtual appliance
management interface (VAMI).

You provide the settings for the vSphere Replication appliance in the Deploy OVF wizard when you deploy
the appliance. If you selected automatic configuration of the appliance using an embedded database, you
can use the vSphere Replication appliance immediately after deployment. If necessary you can modify the
configuration settings of the vSphere Replication appliance after you deploy it.

Reconfigure General vSphere Replication Settings on page 56

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You can use vSphere Replication immediately after you deploy the vSphere Replication appliance. If
necessary, you can reconfigure the general settings after deployment in the virtual appliance
management interface (VAMI).

Change the SSL Certificate of the vSphere Replication Appliance on page 57

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vSphere Replication appliance uses certificate-based authentication for all connections that it
establishes with vCenter Server and remote site vSphere Replication appliances.

Change the Password of the vSphere Replication Appliance on page 60

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You set the password of the vSphere Replication appliance when you deploy the appliance. You can
change the password after installation by using the virtual appliance management interface (VAMI).

Change Keystore and Truststore Passwords of the vSphere Replication Appliance on page 60

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To increase security, you can change the default passwords of the vSphere Replication appliance
keystore and truststore. If you copy the keystores from the appliance to another machine, VMware
recommends that you change the passwords before the copy operation.

Configure vSphere Replication Network Settings on page 61

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You can review current network settings and change address and proxy settings for
vSphere Replication. You might make these changes to match network reconfigurations.

Configure vSphere Replication System Settings on page 62

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You can view the vSphere Replication system settings to gather information about the
vSphere Replication appliance. You can also set the system time zone, and reboot or shut down the
appliance.

Reconfigure vSphere Replication to Use an External Database on page 63

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The vSphere Replication appliance contains an embedded vPostgreSQL database that you can use
immediately after you deploy the appliance, without any additional database configuration. If
necessary, you can reconfigure vSphere Replication to use an external database.

Use the Embedded vSphere Replication Database on page 66

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If you configured vSphere Replication to use an external database, you can reconfigure
vSphere Replication to use the embedded database.

Reconfigure General vSphere Replication Settings

You can use vSphere Replication immediately after you deploy the vSphere Replication appliance. If
necessary, you can reconfigure the general settings after deployment in the virtual appliance management
interface (VAMI).

The general settings of the vSphere Replication appliance include the name and IP address of the
vSphere Replication appliance, the address and port of the vCenter Server instance to which it connects, and
an administrator email address. You can change the general settings from the default values in the virtual
appliance management interface (VAMI).

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Chapter 8 Installing vSphere Replication

For example, you can reconfigure the address of the vSphere Replication appliance if you did not specify a
fixed IP address when you deployed the appliance, and DHCP changes the address after deployment.
Similarly, you can update the address of the vCenter Server instance if the address changes after
deployment.

Prerequisites

Verify that the vSphere Replication appliance is powered on.

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You must have administrator privileges to configure the vSphere Replication appliance.

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Procedure

1 Connect to the VAMI of the vSphere Replication appliance in a Web browser.

The URL for the VAMI is https://vr-appliance-address:5480.

You can also access the VAMI by clicking Configure VR Appliance in the Summary tab in the
vSphere Replication view of the SRM interface.

2 Review and confirm the browser security exception, if applicable, to proceed to the login page.

3 Type the root user name and password for the appliance.

You configured the root password during the OVF deployment of the vSphere Replication appliance.

4 Select the VR tab and click Configuration.

5 Type the address of the vSphere Replication appliance or click Browse to select an IP address from a

list.

6 Type the address of the vCenter Server instance to use with this installation.

You must use the same address format that you used when you installed vCenter Server.

For example, if you used a fully qualified domain name during installation, you must use that FQDN. If
you used an IP address, you must use that IP address.

7 Type an administrator email address.

8 Click Save and Restart Service to apply the changes.

You reconfigured the general settings of the vSphere Replication appliance.

Change the SSL Certificate of the vSphere Replication Appliance

vSphere Replication appliance uses certificate-based authentication for all connections that it establishes
with vCenter Server and remote site vSphere Replication appliances.

vSphere Replication does not use username and password based authentication. vSphere Replication
generates a standard SSL certificate when the appliance first boots and registers with vCenter Server. The
default certificate policy uses trust by thumbprint.

You can change the SSL certificate, for example if your company's security policy requires that you use trust
by validity and thumbprint or a certificate signed by a certification authority. You change the certificate by
using the virtual appliance management interface (VAMI) of the vSphere Replication appliance. For
information about the SSL certificates that vSphere Replication uses, see “vSphere Replication Certificate

Verification,” on page 58 and “Requirements When Using a Public Key Certificate with vSphere
Replication,” on page 59.

Prerequisites

Verify that the vSphere Replication appliance is powered on.

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You must have administrator privileges to configure the vSphere Replication appliance.

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Procedure

1 Connect to the VAMI of the vSphere Replication appliance in a Web browser.

The URL for the VAMI is https://vr-appliance-address:5480.

You can also access the VAMI by clicking Configure VR Appliance in the Summary tab in the
vSphere Replication view of the SRM interface.

2 Type the root user name and password for the appliance.

You configured the root password during the OVF deployment of the vSphere Replication appliance.

3 (Optional) Click the VR tab and click Security to review the current SSL certificate.

4 Click Configuration.

5 (Optional) To enforce verification of certificate validity, select the Accept only SSL certificates signed

by a trusted Certificate Authority check box.

See “vSphere Replication Certificate Verification,” on page 58 for details of how vSphere Replication
handles certificates.

6 Generate or install a new SSL certificate.

Option Action

Generate a self-signed certificate

Upload a certificate

7 Click Save and Restart Service to apply the changes.

Click Generate and Install. Using a self-signed certificate provides trust by
thumbprint only and might not be suitable for environments that require
high levels of security. You cannot use a self-signed certificate if you
selected Accept only SSL certificates signed by a trusted Certificate
Authority.

Click Browse to select a PKCS#12 certificate and click Upload and Install.
Public key certificates must meet certain requirements. See “Requirements

When Using a Public Key Certificate with vSphere Replication,” on

page 59.

You changed the SSL certificate and optionally changed the security policy to use trust by validity and
certificates signed by a certificate authority.

NOTE If you change the SSL certificate, the vSphere Replication status changes to disconnected. Validate the
certificate to reconnect the source and target sites before replicating a virtual machine.

vSphere Replication Certificate Verification

vSphere Replication verifies the certificates of vCenter Server and remote vSphere Replication servers.

All communication between vCenter Server, the local vSphere Replication appliance, and the remote
vSphere Replication appliance goes through a vCenter Server proxy at port 80. All SSL traffic is tunnelled.

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Chapter 8 Installing vSphere Replication

vSphere Replication can trust remote server certificates either by verifying the validity of the certificate and
its thumbprint or by verifying the thumbprint only. The default is to verify by thumbprint only. You can
activate the verification of the certificate validity in the virtual appliance management interface (VAMI) of
the vSphere Replication appliance by selecting the option Accept only SSL certificates signed by a trusted
Certificate Authority when you upload a certificate.

Thumbprint Verification

vSphere Replication checks for a thumbprint match. vSphere Replication
trusts remote server certificates if it can verify the the thumbprints through
secure vSphere platform channels or, in some rare cases, after the user
confirms them. vSphere Replication only takes certificate thumbprints into
account when verifying the certificates and does not check certificate
validity.

Verification of
Thumbprint and
Certificate Validity

vSphere Replication checks the thumbprint and checks that all server
certificates are valid. If you select the Accept only SSL certificates signed by
a trusted Certificate Authority option, vSphere Replication refuses to
communicate with a server with an invalid certificate. When verifying
certificate validity, vSphere Replication checks expiration dates, subject
names and the certificate issuing authorities.

In both modes, vSphere Replication retrieves thumbprints from vCenter Server. vSphere Replication refuses
to communicate with a server if the automatically determined thumbprint differs from the actual
thumbprint that it detects while communicating with the respective server.

You can mix trust modes between vSphere Replication appliances at different sites. A pair of
vSphere Replication appliances can work successfully even if you configure them to use different trust
modes.

Requirements When Using a Public Key Certificate with vSphere Replication

If you enforce verification of certificate validity by selecting Accept only SSL certificates signed by a
trusted Certificate Authority in the virtual appliance management interface (VAMI) of the

vSphere Replication appliance, some fields of the certificate request must meet certain requirements.

vSphere Replication can only import and use certificates and private keys from a file in the PKCS#12 format.
Sometimes these files have a .pfx extension.

The certificate must be issued for the same server name as the value in the VRM Host setting in the

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VAMI. Setting the certificate subject name accordingly is sufficient, if you put a host name in the VRM
Host setting. If any of the certificate Subject Alternative Name fields of the certificate matches the VRM
Host setting, this will work as well.

vSphere Replication checks the issue and expiration dates of the certificate against the current date, to

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ensure that the certificate has not expired.

If you use your own certificate authority, for example one that you create and manage with the

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OpenSSL tools, you must add the fully qualified domain name or IP address to the OpenSSL
configuration file.

If the fully qualified domain name of the appliance is VR1.example.com, add subjectAltName = DNS:

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VR1.example.com to the OpenSSL configuration file.

If you use the IP address of the appliance, add subjectAltName = IP: vr-appliance-ip-address to

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the OpenSSL configuration file.

vSphere Replication requires a trust chain to a well-known root certificate authority.

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vSphere Replication trusts all the certificate authorities that the Java Virtual Machine trusts. Also, you
can manually import additional trusted CA certificates in /opt/vmware/hms/security/hms-

truststore.jks on the vSphere Replication appliance.

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vSphere Replication accepts MD5 and SHA1 signatures, but VMware recommends that you use

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SHA256 signatures.

vSphere Replication does not accept RSA or DSA certificates with 512-bit keys. vSphere Replication

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requires at least 1024-bit keys. VMware recommends using 2048-bit public keys. vSphere Replication
shows a warning if you use a 1024-bit key.

Change the Password of the vSphere Replication Appliance

You set the password of the vSphere Replication appliance when you deploy the appliance. You can change
the password after installation by using the virtual appliance management interface (VAMI).

Prerequisites

Verify that the vSphere Replication appliance is powered on.

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You must have administrator privileges to configure the vSphere Replication appliance.

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Procedure

1 Connect to the VAMI of the vSphere Replication appliance in a Web browser.

The URL for the VAMI is https://vr-appliance-address:5480.

You can also access the VAMI by clicking Configure VR Appliance in the Summary tab in the
vSphere Replication view of the SRM interface.

2 Type the root user name and password for the appliance.

You configured the root password during the OVF deployment of the vSphere Replication appliance.

3 Click the VR tab and click Security.

4 Type the current password in the Current Password text box.

5 Type the new password in the New Password and the Confirm New Password text boxes.

The password must be a minimum of eight characters. vSphere Replication does not support blank
passwords.

6 Click Apply to change the password.

Change Keystore and Truststore Passwords of the vSphere Replication Appliance

To increase security, you can change the default passwords of the vSphere Replication appliance keystore
and truststore. If you copy the keystores from the appliance to another machine, VMware recommends that
you change the passwords before the copy operation.

The keystore and truststore passwords might be stored in an access restricted config file.
vSphere Replication has the following keystores:

/opt/vmware/hms/security/hms-keystore.jks, which contains the vSphere Replication appliance

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private key and certificate.

/opt/vmware/hms/security/hms-truststore.jks, which contains additional CA certificates besides the

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ones that Java already trusts.

Procedure

1 To change the hms-keystore.jks password, log in as root.

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Chapter 8 Installing vSphere Replication

2 Obtain the current hms-keystore password.

# /opt/vmware/hms/hms-configtool -cmd list | grep keystore

Example of the output hms-keystore-password = old_password

3 Change the hms-keystore password.

# /usr/java/default/bin/keytool -storepasswd -storepass old_password -new new_password ­keystore /opt/vmware/hms/security/hms-keystore.jks

4 Change the vSphere Replication appliance private key password.

# /usr/java/default/bin/keytool -keypasswd -alias jetty -keypass
old_password -new new_password -storepass new_password -keystore
/opt/vmware/hms/security/hms-keystore.jks

5 Update the configuration with the new password.

/opt/vmware/hms/hms-configtool -cmd reconfig -property
'hms-keystore-password=new_password'

6 Reboot the appliance for the changes to take effect.

# reboot

7 To change the hms-truststore.jks password, log in as root.

8 Obtain the current hms-truststore password.

# /opt/vmware/hms/hms-configtool -cmd list | grep truststore

Example of the output: hms-truststore-password = old_password

9 Change the hms-truststore password.

# /usr/java/default/bin/keytool -storepasswd -storepass
old_password -new new_password -keystore
/opt/vmware/hms/security/hms-truststore.jks

10 Update the configuration with the new password.

/opt/vmware/hms/hms-configtool -cmd reconfig -property
'hms-truststore-password=new_password'

11 Restart the vSphere Replication service.

# service hms restart

Configure vSphere Replication Network Settings

You can review current network settings and change address and proxy settings for vSphere Replication.
You might make these changes to match network reconfigurations.

Prerequisites

Verify that the vSphere Replication appliance is powered on.

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You must have administrator privileges to configure the vSphere Replication appliance.

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Procedure

1 Connect to the VAMI of the vSphere Replication appliance in a Web browser.

The URL for the VAMI is https://vr-appliance-address:5480.

You can also access the VAMI by clicking Configure VR Appliance in the Summary tab in the
vSphere Replication view of the SRM interface.

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2 Type the root user name and password for the appliance.

You configured the root password during the OVF deployment of the vSphere Replication appliance.

3 Click the Network tab.

4 Click Status to review current network settings.

5 Click Address to review or modify IPv4 and IPv6 address settings.

IP Address Type Option Description

IPv4 DHCP DHCP is not recommended if the IP address of the appliance might change if it

IPv4 Static With a static IPv4 address, you can modify the IP settings, DNS settings, netmask, and

IPv4 None Deactivates IPv4 addresses.

IPv6 Auto Automatic assignment of IPv6 addresses is not recommended if the IP address of the

IPv6 Static With a static IPv6 address, you can modify the IP address and the address prefix.

6 Click Save Settings.

If you do not click Save Settings, changes are discarded.

reboots.

host name information.

appliance might change if it reboots.

7 Click Proxy to review or modify proxy settings.

a Select Use a proxy server to use a proxy server.

b Type a proxy server name in the HTTP Proxy Server text box.

c Type a proxy port in the Proxy Port text box.

d (Optional) Type a proxy server user name and password.

8 Click Save Settings.

If you do not click Save Settings, changes are discarded.

What to do next

A network address change might require you to reconnect the source and target sites and might also require
a change of certificate if you have activated verification of certificate validity.

Configure vSphere Replication System Settings

You can view the vSphere Replication system settings to gather information about the vSphere Replication
appliance. You can also set the system time zone, and reboot or shut down the appliance.

Prerequisites

Verify that the vSphere Replication appliance is powered on.

n

You must have administrator privileges to configure the vSphere Replication appliance.

n

Procedure

1 Connect to the VAMI of the vSphere Replication appliance in a Web browser.

The URL for the VAMI is https://vr-appliance-address:5480.

You can also access the VAMI by clicking Configure VR Appliance in the Summary tab in the
vSphere Replication view of the SRM interface.

2 Type the root user name and password for the server.

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Chapter 8 Installing vSphere Replication

3 Click the System tab.

4 Click Information.

You can review information about vSphere Replication, and reboot or shutdown the appliance.

Option Description

Vendor

Appliance Name

Appliance Version

Hostname

OS Name

OVF Environment: View

Reboot

Shutdown

Vendor name

vSphere Replication appliance name

vSphere Replication version

Hostname of the appliance

Operating system name and version

Displays information about the OVF environment

Reboots the virtual appliance

Shuts down the virtual appliance

Shutting down the vSphere Replication appliance stops configured replications and prevents you from
configuring replication of new virtual machines as well as modifying existing replication settings.

5 Click Time Zone.

Option Description

System Time Zone

Save Settings

Cancel Changes

Time zones are available from the drop-down list

Saves settings

Discards changes

Reconfigure vSphere Replication to Use an External Database

The vSphere Replication appliance contains an embedded vPostgreSQL database that you can use
immediately after you deploy the appliance, without any additional database configuration. If necessary,
you can reconfigure vSphere Replication to use an external database.

Each vSphere Replication appliance requires its own database. If the database at either site is corrupted,
vSphere Replication does not function. vSphere Replication cannot use the vCenter Server database because
it has different database schema requirements. However, if you do not use the embedded
vSphere Replication database you can use the vCenter database server to create and support an external
vSphere Replication database.

You might need to use an external database to improve performance or load balancing, for easier backup, or
to meet your company's database standards.

NOTE vSphere Replication server inside the vSphere Replication appliance uses its own embedded database
and config files. Configuring VRMS to use external database does not provide protection of losing the
vSphere Replication appliance or any Additional vSphere Replication Server appliance.

If you reinitialize the database after you deploy vSphere Replication, you must go to the
vSphere Replication virtual appliance management interface (VAMI) to reconfigure vSphere Replication to
use the new database connection.

Prerequisites

Verify that the vSphere Replication appliance is powered on.

n

You must have administrator privileges to configure the vSphere Replication appliance.

n

VMware, Inc. 63

Site Recovery Manager Installation and Configuration

You must create and configure the external database before you connect it to vSphere Replication. See

n

“Databases that vSphere Replication Supports,” on page 64 for the configuration requirements for

each supported type of database.

Procedure

1 Connect to the VAMI of the vSphere Replication appliance in a Web browser.

The URL for the VAMI is https://vr-appliance-address:5480.

You can also access the VAMI by clicking Configure VR Appliance in the Summary tab in the
vSphere Replication view of the SRM interface.

2 Type the root user name and password for the appliance.

You configured the root password during the OVF deployment of the vSphere Replication appliance.

3 Select the VR tab and click Configuration.

4 Select Manual configuration to specify a configuration or select Configure from an existing VRM

database to use a previously established configuration.

5 In the DB text boxes, provide information about the database for vSphere Replication to use.

Option Setting

DB Type Select SQL Server or Oracle.

DB Host IP address or fully qualified domain name of the host on which the database server is running.

DB Port Port on which to connect to the database.

DB Username Username for the vSphere Replication database user account that you create on the database server.

DB Password Password for the vSphere Replication database user account that you create on the database server.

DB Name Name of the vSphere Replication database instance.

DB URL Auto-generated and hidden by default. Advanced users can fine-tune other database properties by

modifying the URL, for example if you use a named instance of SQL Server.

6 Click Save and Restart Service to apply the changes.

You configured vSphere Replication to use an external database instead of the database that is embedded in
the vSphere Replication appliance.

Databases that vSphere Replication Supports

The vSphere Replication virtual appliance includes the VMware standard embedded vPostgreSQL database.
You can also configure vSphere Replication to use an external database.

Automated migration between the embedded database and any external databases is not supported in any
direction. If you must configure an external database, you must manually migrate the data or manually
recreate all replications.

You can configure vSphere Replication to use one of the supported external databases.

Microsoft SQL

n

Oracle

n

External vPostgreSQL databases are not supported. vSphere Replication supports the same database
versions as vCenter Server. For supported database versions, see the VMware Product Interoperability Matrixes
at http://partnerweb.vmware.com/comp_guide2/sim/interop_matrix.php?.

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Chapter 8 Installing vSphere Replication

Configure Microsoft SQL Server for vSphere Replication

When you create a Microsoft SQL Server database, you must configure it correctly to support
vSphere Replication.

You use SQL Server Management Studio to create and configure an SQL Server database for
vSphere Replication.

This information provides the general steps that you must perform to configure an SQL Server database for
vSphere Replication. For instructions about how to perform the relevant steps, see the SQL Server
documentation.

Prerequisites

Verify that the SQL Server Browser service is running.

Procedure

1 Select Mixed Mode Authentication when you create the database instance.

The vSphere Replication appliance and the database server run on different hosts, so you must use
mixed mode authentication and not Windows Authentication.

2 Use either a named instance or the default instance of SQL Server.

If you intend to use dynamic TCP ports, you must use a named instance of SQL Server.

3 Enable TCP on the database instance.

4 Set a TCP port.

Option Action

Static TCP port

Dynamic TCP port

Set the TCP port to the default of 1433.

a Use a named instance of SQL Server. You can only use dynamic ports

with a named instance of SQL Server.

b Select the Show DB URL check box in the virtual appliance

management interface (VAMI) of the vSphere Replication appliance.

c Modify the DB URL value. Replace port=port_number with

instanceName=instance_name in the URL.

d

Use the PortQuery command from a remote machine to check that the
port on which the SQL Server Browser service runs is not blocked by a
firewall. The SQL Server Browser runs on port 1434. Type the

PortQuery command in a terminal window.

PortQry.exe -n Machine_Name -p UDP -e 1434

5 Verify that the firewall on the database server permits inbound connections on the TCP port.

6 Create the vSphere Replication security login.

7 Create the vSphere Replication database and set the vSphere Replication security login as the database

owner.

8 Keep the dbo user and dbo schema settings.

Because the vSphere Replication security login is the database owner, it maps to the database user dbo
and uses the dbo schema.

Configure Oracle Server for vSphere Replication

You must configure an Oracle Server database correctly to support vSphere Replication.

You create and configure an Oracle Server database for vSphere Replication by using the tools that Oracle
Server provides.

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This information provides the general steps that you must perform to configure an Oracle Server database
for vSphere Replication. For instructions about how to perform the relevant steps, see the Oracle
documentation.

Procedure

1 When creating the database instance, specify UTF-8 encoding.

2 Create the vSphere Replication database user account.

3 If they are not selected already, select the CONNECT and RESOURCE roles.

These roles provide the privileges that vSphere Replication requires.

Use the Embedded vSphere Replication Database

If you configured vSphere Replication to use an external database, you can reconfigure vSphere Replication
to use the embedded database.

The vSphere Replication appliance includes an embedded vPostgreSQL database. The embedded database
is preconfigured for use with vSphere Replication and is enabled if you accept the default Performs initial
configuration of the appliance using an embedded database option when you deploy the
vSphere Replication appliance. If you reconfigured vSphere Replication to use an external database after
deployment, you can switch to the embedded database. After switching databases, you must manually
configure replications again as the replication management data is not migrated to the database. You can
use the reset feature in the embedded database to drop replications, site connections and external
vSphere Replication registrations.

Prerequisites

Verify that the vSphere Replication appliance is powered on.

n

You must have administrator privileges to configure the vSphere Replication appliance.

n

You must have reconfigured vSphere Replication to use an external database.

n

Procedure

1 Connect to the VAMI of the vSphere Replication appliance in a Web browser.

The URL for the VAMI is https://vr-appliance-address:5480.

You can also access the VAMI by clicking Configure VR Appliance in the Summary tab in the
vSphere Replication view of the SRM interface.

2 Type the root user name and password for the appliance.

You configured the root password during the OVF deployment of the vSphere Replication appliance.

3 Select the VR tab and click Configuration.

4 Select Configure using the embedded database.

5 (Optional) Click Reset Embedded Database to reset the database.

6 Click Save and Restart Service to apply the changes.

You configured vSphere Replication to use the embedded vSphere Replication database.

66 VMware, Inc.

Deploy an Additional vSphere Replication Server

The vSphere Replication appliance includes a vSphere Replication server. However, you might need to
deploy multiple vSphere Replication servers to meet your load balancing needs.

vSphere Replication server is distributed as an OVF virtual appliance. SRM deploys the OVF file from the
vCenter Server instance that SRM extends. The vSphere Replication server OVF file is also available at

C:\Program Files\VMware\VMware vCenter Site Recovery
Manager\www\vSphere_Replication_Server_SRM_OVF10.ovf on the SRM Server machine. If deploying the

vSphere Replication server OVF from the default location fails or is slow, you can also deploy it from
SRM Server.

You can deploy multiple vSphere Replication servers to route traffic from source hosts to target datastores
without traveling between different sites managed by the same vCenter Server.

For information about the loads that a vSphere Replication management server and a vSphere Replication
server can support, see http://kb.vmware.com/kb/2034768.

Prerequisites

Deploy vSphere Replication appliances on the protected and recovery sites.

n

Connect the vSphere Replication appliances.

n

Chapter 8 Installing vSphere Replication

Deploy vSphere Replication servers on a network that allows them to communicate with the

n

vSphere Replication appliances on the protected and recovery sites.

Verify that the vSphere Replication servers can communicate with the ESXi Server instances on the

n

primary site that hosts the replicated virtual machines.

Connect to SRM as described in “Connect to SRM,” on page 33.

n

Procedure

1 Click vSphere Replication in the SRM interface, and click the Summary tab.

2 Click Deploy VR Server.

3 Click OK to start the Deploy OVF Template wizard.

4 Click Next to deploy the OVF file from the default location.

5 Review the virtual appliance details and click Next.

6 Accept the default name and destination folder or provide a new name and folder for the virtual

appliance, and click Next.

7 Follow the prompts to select a destination host, datastore, and disk format for the virtual appliance.

8 Set the appliance properties, and click Next.

Option Description

Password

Networking Properties

Type and confirm a root password for the appliance.

If you do not set network settings, the appliance uses DHCP. Set a static IP
address for the appliance. You can also reconfigure network settings after
deployment by using the virtual appliance management interface (VAMI).

9 Review your settings and select Power on after deployment to start the appliance immediately after

deployment completes.

If you deploy the vSphere Replication server OVF file from the default location, the Power on after
deployment check box is selected automatically.

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10 Click Finish.

What to do next

When the OVF file has deployed, register the vSphere Replication server with the vSphere Replication
appliance.

Register an Additional vSphere Replication Server

If you deploy additional vSphere Replication servers, you must register these servers with the
vSphere Replication appliance to enable them as traffic handlers at the recovery site.

Prerequisites

Verify that the vSphere Replication appliance is deployed and configured.

Verify that the additional vSphere Replication server is deployed.

Procedure

1 Click vSphere Replication in the left pane, select a site, and click Register VR Server in the Summary

tab.

2 Select a virtual machine in the inventory that is a working vSphere Replication server, and click OK.

The newly registered vSphere Replication server appears in the list.

3 Click Yes to confirm registration of the vSphere Replication server.

Reconfigure vSphere Replication Server Settings

The vSphere Replication appliance contains a vSphere Replication server. If you deploy additional
vSphere Replication servers, the server settings are established during deployment. You can modify the
settings after you deploy the server.

A vSphere Replication server does not require additional configuration through the virtual appliance
management interface (VAMI) after deployment. To increase security, you can change the root password of
the vSphere Replication server and install a new certificate. Using a self-signed certificate provides the
benefit of public-key based encryption and authentication, although using such a certificate does not
provide the level of assurance offered when you use a certificate signed by a certificate authority.

You can also reconfigure the network settings for the vSphere Replication server virtual appliance.

Prerequisites

You deployed an optional vSphere Replication server in addition to the vSphere Replication appliance, and
the server is powered on.

Procedure

1 In the SRM interface, select vSphere Replication.

2 Select a vSphere Replication server and click the Configure VR Server link.

Alternatively, you can connect to the Web interface of the vSphere Replication server by entering the
server's IP address and port 5480 in a browser. A sample address might be https://192.168.1.2:5480.

3 Log in to the vSphere Replication server configuration interface as root.

Use the root password you set when you deployed the vSphere Replication server.

4 Click the VRS tab.

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Chapter 8 Installing vSphere Replication

5 (Optional) Click Configuration to generate or upload a new certificate.

Option Action

Generate and install a self-signed
certificate

Upload an existing SSL certificate

Click Generate and Install.

Click Browse next to the Upload PKCS#12 (*.pfx) file text box to browse
for an existing certificate, and click Upload and Install.

6 (Optional) Click Security to change the Super User password for the vSphere Replication server.

root is the Super User.

7 (Optional) Click the Network tab to change the network settings.

Option Action

View current network settings

Set static or DHCP IPv4 or IPv6
addresses

Configure proxy server

Save Settings

Click Status.

Click Address, and select DHCP, Static, or None for IPv4 addresses.

n

Select Auto or Static for IPv6 addresses. If you select Static, type the

n

default gateway and DNS server addresses to use.

Click Proxy, select the Use a proxy server check box, and type the proxy
server address and port number.

If you do not click Save Settings, changes are discarded.

8 (Optional) Select VRS > Configuration > Restart to restart the vSphere Replication service.

9 (Optional) Select System > Reboot to reboot the vSphere Replication server appliance.

What to do next

If you change the SSL certificate of the vSphere Replication server and the server is already registered, the
vSphere Replication status is disconnected. Click Register VR Server in the vSphere Replication view of the
SRM interface to validate the certificate and reconnect the vSphere Replication appliance with the additional
server.

Unregister and Remove a vSphere Replication Server

If you deployed additional vSphere Replication server instances that you no longer require, you must
unregister them from the vSphere Replication appliance before you delete them.

Prerequisites

You deployed and registered a vSphere Replication server that you no longer require. Make sure it does not
serve any replications, otherwise the operations will fail.

Procedure

1 Select the vSphere Replication view in the SRM interface.

2 Select the vSphere Replication server to remove and click the Virtual Machines tab.

3 Select the virtual machines that the vSphere Replication server manages.

Click Remove Replication to stop replication of a virtual machine.

n

Click Configure Replication to use a different virtual vSphere Replication server to handle the

n

replication of a virtual machine.

4 Right-click the vSphere Replication server to remove and select Remove VR Server.

Removing the vSphere Replication server unregisters it from the vSphere Replication management
server in the vSphere Replication appliance.

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5 In the Hosts and Clusters view, power off and delete the vSphere Replication server virtual machine.

Uninstall vSphere Replication

You uninstall vSphere Replication by unregistering the appliance from vCenter Server and removing it from
your environment.

Prerequisites

Verify that the vSphere Replication virtual appliance is powered on.

n

Stop all existing outgoing or incoming replications to the site.

n

Disconnect any connections to other vSphere Replication sites.

n

Procedure

1 Connect to the VAMI of the vSphere Replication appliance in a Web browser.

The URL for the VAMI is https://vr-appliance-address:5480.

You can also access the VAMI by clicking Configure VR Appliance in the Summary tab in the
vSphere Replication view of the SRM interface.

2 Select the Configuration tab.

3 Click Unregister from vCenter Server.

4 In the vSphere Client, power off and delete the vSphere Replication appliance.

You removed vSphere Replication from your environment.

Unregister vSphere Replication from vCenter Server if the Appliance Was Deleted

If the vSphere Replication appliance virtual machine does not exist because it was deleted, you cannot use
the virtual appliance management interface (VAMI) to unregister vSphere Replication from vCenter Server.
Instead, you can use the Managed Object Browser (MOB) to delete the vSphere Replication extension.

Prerequisites

Log in to https://<vCenter_Server_address>/mob/?moid=ExtensionManager with vCenter Server credentials.

Procedure

1 In the extensionList property, click the corresponding link for the com.vmware.vcHms extension key to

check the key details.

2 Verify that the displayed data is for a vSphere Replication appliance that is already lost.

3 In ExtensionManager, click unregisterExtension.

4 Type com.vmware.vcHms for the extension key value, and click Invoke Method.

5 Verify that the result displays void and not an error message.

An error message might appear if the specified extension is not registered, or if an unexpected runtime
error occurs.

6 Close the window.

7 Refresh the ExtensionManager page and verify that the extensionList entry does not include

com.vmware.vcHms.

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Chapter 8 Installing vSphere Replication

What to do next

Deploy a new vSphere Replication appliance and perform any optional configuration.

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Site Recovery Manager Installation and Configuration

72 VMware, Inc.

Upgrading vSphere Replication 9

If you installed vSphere Replication as part of a previous SRM installation, you must upgrade
vSphere Replication after you upgrade SRM.

If you upgrade SRM, vSphere Replication is not upgraded automatically. You must upgrade
vSphere Replication as a separate process from upgrading SRM.

The quickest way to upgrade vSphere Replication is to use vSphere Update Manager. If you cannot use
Update Manager, you can upgrade vSphere Replication by using the virtual appliance management
interface (VAMI) of the vSphere Replication appliances. Upgrading vSphere Replication by using the VAMI
requires more steps than upgrading by using Update Manager.

You might have installed an earlier version of vSphere Replication as part of an SRM installation, or you
might have installed the standalone version of vSphere Replication.

vSphere Replication 1.0.x was delivered with SRM 5.0.x.

n

vSphere Replication 5.1.x was delivered with SRM 5.1.x and is also available as a standalone product,

n

independently of SRM.

You can upgrade vSphere Replication 1.0.x and 5.1.x to vSphere Replication 5.5. The upgrade preserves the
configuration from the previous installation, including the database configuration, certificates,
vSphere Replication site pairings, registered vSphere Replication servers, and configured replications.

VMware, Inc.

In SRM 5.0 the vSphere Replication management server and the vSphere Replication server are separate
appliances. In SRM 5.1 and later and vSphere Replication 5.1 and later, vSphere Replication is a single
appliance named the vSphere Replication appliance, that contains both the vSphere Replication
management server and a vSphere Replication server.

When upgrading vSphere Replication 1.0.x to vSphere Replication 5.5, the upgrade process upgrades the
vSphere Replication management server to the combined vSphere Replication 5.5 appliance. As a
consequence, an upgraded installation of vSphere Replication uses the vSphere Replication server that is
embedded in the combined appliance. If your infrastructure uses more than one vSphere Replication server,
you must upgrade them to vSphere Replication 5.5 and reregister them with the vSphere Replication
appliance.

NOTE After you upgrade vSphere Replication 1.0.x, the port on which the vSphere Replication appliance
publishes the VAMI changes from 8080 to 5480.

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Site Recovery Manager Installation and Configuration

Using Standalone vSphere Replication with SRM

vSphere Replication 5.1 and later is available as a standalone extension of vCenter Server, that is
independent of SRM. If you installed a standalone version of vSphere Replication and then install SRM, all
existing pairings and replications are immediately accessible through the SRM user interface, except for
pairings and replications in a single vCenter Server. Pairings and replications in a single vCenter Server are
visible only in the vSphere Replication user interface.

Migration of the vSphere Replication database is not supported. If you upgrade vSphere Replication 5.1 to
SRM 5.5, vSphere Replication uses the embedded database. The standalone version of vSphere Replication
and SRM can coexist and work together in the same infrastructure. For example, you can replicate 100
virtual machines with vSphere Replication but choose to protect only 50 of them by using SRM. You can
manage all of the replications by using either the vSphere Replication interface in the vSphere Web Client or
by using the SRM interface. Some limitations apply to the management of the replications, depending on
which interface you use.

You cannot manage replications in a single vCenter Server instance in the SRM interface.

n

You cannot use the vSphere Replication interface in the vSphere Web Client to manually recover virtual

n

machines that SRM protects.

You must use the vSphere Web Client to configure vSphere Replication to retain point-in-time

n

snapshots of virtual machines.

Update Releases

You can obtain update releases of vSphere Replication 5.5 by using Update Manager or by using the VAMI
of the vSphere Replication appliance.

Upgrade vSphere Replication

You can upgrade vSphere Replication by using either vSphere Update Manager or by using the virtual
appliance management interfaces (VAMI) of the vSphere Replication management server and
vSphere Replication servers.

In SRM 5.0 the vSphere Replication management server and the vSphere Replication server are separate
appliances. In SRM 5.1 and later and vSphere Replication 5.1 and later, vSphere Replication is a single
appliance named the vSphere Replication appliance, that contains both the vSphere Replication
management server and a vSphere Replication server.

Upgrade vSphere Replication By Using vSphere Update Manager

You can upgrade vSphere Replication by using vSphere Update Manager.

Update Manager 5.5 contains the upgrade information for vSphere Replication 5.5. Using Update Manager
is the easiest way to upgrade vSphere Replication, especially for large SRM environments that contain
multiple vSphere Replication servers. You can upgrade multiple vSphere Replication servers at the same
time.

In SRM 5.0 the vSphere Replication management server and the vSphere Replication server are separate
appliances. In SRM 5.1 and later and vSphere Replication 5.1 and later, vSphere Replication is a single
appliance named the vSphere Replication appliance, that contains both the vSphere Replication
management server and a vSphere Replication server.

If you are upgrading from vSphere Replication 1.0.x, you must perform an intermediate upgrade before you
upgrade to vSphere Replication 5.5. If you are upgrading from vSphere Replication server 5.1, you do not
perform an intermediate upgrade.

74 VMware, Inc.

Chapter 9 Upgrading vSphere Replication

Prerequisites

You upgraded vCenter Server, the vSphere Client, SRM, and the SRM client to version 5.5.

n

For the list of vSphere Replication appliances, vSphere Replication management servers, and

n

vSphere Replication servers to upgrade, consult the vSphere Replication upgrade report that the SRM
installer generated at the end of the SRM upgrade.

Verify that you installed Update Manager 5.5 and installed the Update Manager client plug-in on the

n

vCenter Server instance that you use to connect to SRM.

Procedure

1 In the Update Manager interface, click the Configuration tab, click Download Settings, and select the

VMware VAs download source.

You can deselect all other download sources.

2 Click Apply and click Download Now to download the latest updates.

3 Click the Baselines and Groups tab, select VMs/VAs, and click Create to create an upgrade baseline for

virtual appliances.

4 Type a name and a description for this upgrade baseline, and select VA Upgrade as the baseline type.

5 Click Add Multiple Rules and set the upgrade rules to create the upgrade baseline.

Option Description

Vendor

Appliances

Upgrade To

Select VMware Inc.

Select vSphere Replication Appliance and vSphere Replication Server

Select Latest

6 Click OK, click Next, and click Finish.

The upgrade baseline is created.

7 In the VMs and Templates view, select the vSphere Replication 5.1.x appliance or the

vSphere Replication 5.0.x management server in the Inventory, and click the Update Manager tab.

8 Click Attach, select the baseline that you created, and click Attach to attach the baseline to the

vSphere Replication appliance.

9 Click Scan to discover the upgrade version available.

10 Click Remediate and follow the prompts to start the upgrade of the vSphere Replication appliance.

You can monitor the progress of the upgrades in the Recent Tasks panel and verify that the appliance is
upgraded after the task finishes.

The vSphere Replication 1.0.x management server or the vSphere Replication 5.1 appliance is upgraded
to the vSphere Replication 5.5 appliance.

11 Select a vSphere Replication server in the Inventory and click the Update Manager tab.

12 Click Attach, select the baseline that you created, and click Attach to attach the baseline to the

vSphere Replication server.

13 Click Remediate and follow the prompts to start the upgrade of the vSphere Replication server.

If you are upgrading from vSphere Replication 5.1.x, this completes the upgrade of the

n

vSphere Replication server to version 5.5.

If you are upgrading from vSphere Replication 5.0.x, the upgrade of the vSphere Replication server

n

is not complete. The version of the vSphere Replication server after the initial upgrade is 1.0.999.
Click Remediate again to complete the upgrade of the vSphere Replication server to version 5.5.

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Site Recovery Manager Installation and Configuration

14 Repeat Step 11 to Step 13 for all vSphere Replication servers.

What to do next

If you configured vSphere Replication to accept only certificates that are signed by a trusted certificate
authority, after an upgrade you must reconnect the vSphere Replication appliances.

Upgrade vSphere Replication by Using the VAMI

You can upgrade vSphere Replication by using the virtual appliance management interface (VAMI) of the
vSphere Replication management server.

In SRM 5.0 the vSphere Replication management server and the vSphere Replication server are separate
appliances. In SRM 5.1 and later and vSphere Replication 5.1 and later, vSphere Replication is a single
appliance named the vSphere Replication appliance, that contains both the vSphere Replication
management server and a vSphere Replication server.

Prerequisites

You upgraded vCenter Server, the vSphere Client, SRM, and the SRM client to version 5.5.

Procedure

1 Connect to the VAMI of the vSphere Replication 1.0.x management server or vSphere Replication 5.1.x

appliance in a Web browser.

The URL for the VAMI of the vSphere Replication management server in SRM 5.0 is https://vrms-

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address:8080.

The URL for the VAMI of the vSphere Replication appliance in SRM 5.1.x is https://vrms-address:

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5480.

2 Type the root user name and password for the vSphere Replication management server appliance.

You configured the root password during the OVF deployment of the vSphere Replication management
server.

3 Click the Update tab.

4 Click Check Updates.

By default, the VAMI shows the most recently available version. If you want to upgrade to an update
release of an older version when the next major release is already available, you must manually change
the upgrade URL:

a Click Settings.

b Select Use Specified Repository and paste the update URL into the Repository URL text box.

See the release notes of the update release for the exact URL.

c Click Save Settings.

d Click Status.

e Click Check Updates.

The update checker shows that a new version is available.

5 Click Install Updates and click OK.

6 When the update finishes, select the System tab, and click Reboot.

7 Repeat the process on the target site.

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Chapter 9 Upgrading vSphere Replication

What to do next

If you configured vSphere Replication to accept only certificates that are signed by a trusted certificate
authority, after an upgrade you must reconnect the vSphere Replication appliances.

If your SRM 5.1.x infrastructure uses more than one vSphere Replication server, or if you are upgrading
from SRM 5.0.x, upgrade the vSphere Replication server appliances.

Upgrade vSphere Replication Servers by Using the VAMI

If your infrastructure uses more than one vSphere Replication server, you must upgrade all of the
vSphere Replication servers that you use with SRM.

If you are upgrading from vSphere Replication 1.0.x, the process to upgrade the vSphere Replication server
is a two-step process. To upgrade version 1.0.x of the vSphere Replication server, you first perform an
intermediate upgrade. From the intermediate upgrade version of the vSphere Replication server, you
upgrade to version 5.5 of the vSphere Replication server. Upgrading the vSphere Replication server from
version 5.1 is a one-step process.

Prerequisites

Verify that you upgraded the vSphere Replication management server from SRM 5.0.x or the
vSphere Replication appliance from SRM 5.1 to the vSphere Replication 5.5 appliance.

Procedure

1 In a Web browser, connect to the VAMI of the vSphere Replication server to upgrade.

The URL for the VAMI of the vSphere Replication server is https://vr-server-address:5480.

2 Type the root user name and password for the vSphere Replication server appliance.

3 Click the Update tab.

4 Click Check Updates.

By default, the VAMI shows the most recently available version. If you want to upgrade to an update
release of an older version when the next major release is already available, you must manually change
the upgrade URL:

a Click Settings.

b Select Use Specified Repository and paste the update URL into the Repository URL text box.

See the release notes of the update release for the exact URL.

c Click Save Settings.

d Click Status.

e Click Check Updates.

The update checker shows that a new version is available.

5 Click Install Updates and click OK.

If you are upgrading from vSphere Replication 5.1.x, this completes the upgrade of the

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vSphere Replication server to version 5.5.

If you are upgrading from vSphere Replication 1.0.x, the upgrade of the vSphere Replication server

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is not complete. The version of the vSphere Replication server after the initial upgrade is 1.0.999.
Click Check Updates and Install Updates again to complete the upgrade of the
vSphere Replication server to version 5.5.

6 After the upgrade finishes, click the System tab and click Reboot.

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Site Recovery Manager Installation and Configuration

7 Repeat the procedure to upgrade other vSphere Replication server instances that you deployed with the

previous version.

Upgrade vSphere Replication Without Internet Access

In environments where you do not have access to the Internet, you can upgrade the vSphere Replication
appliance and the vSphere Replication server by using a downloaded ISO image.

Prerequisites

Upgrade the vCenter Server instance that vSphere Replication extends.

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Upgrade SRM by running the new version of the SRM installer.

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Download the VMware-vSphere_Replication-5.5.x.x-build_number.iso ISO image from the vSphere

n

downloads page. Copy the ISO image file to a datastore that is accessible from the vCenter Server
instance that you use with vSphere Replication.

Procedure

1 In the vSphere Client, power off the vSphere Replication management server virtual machine.

2 Right-click the vSphere Replication virtual machine and select Edit Settings.

3 In Virtual Hardware, select CD/DVD Drive > Datastore ISO File.

4 Navigate to the ISO image in the datastore.

5 For File Type, select ISO Image and click OK.

6 For New device, select CD/DVD Drive and click Add.

7 Check the box to connect at power on and follow the prompts to add the CD/DVD Drive to the

vSphere Replication virtual machine.

8 Restart the vSphere Replication virtual machine.

9 In a Web browser, log in to the virtual appliance managment interface (VAMI).

If you are updating vSphere Replication 5.1, go to https://vr_appliance_address:5480.

If you are upgrading vSphere Replication 1.0.x, go to https://vr_appliance_address:8080.

10 Click the Update tab.

11 Click Settings and select Use CDROM Updates, then click Save.

12 Click Status and click Check Updates.

The appliance version appears in the list of available updates.

13 Click Install Updates and click OK.

14 After the updates install, click the System tab and click Reboot to complete the upgrade.

What to do next

If you have been using vSphere Replication with SRM 5.0.x or 5.1.x and your infrastructure uses more than
one vSphere Replication server, you must upgrade the vSphere Replication servers to 5.5. Complete these
steps to upgrade each vSphere Replication server.

78 VMware, Inc.

Creating SRM Placeholders and

Mappings 10

When you use SRM 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.

About Placeholder Virtual Machines on page 79

n

When you add a virtual machine or template to a protection group, SRM creates a placeholder virtual
machine at the recovery site.

About Inventory Mappings on page 80

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You must create inventory mappings so that SRM can create placeholder virtual machines.

About Placeholder Datastores on page 81

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For every virtual machine in a protection group, SRM creates a placeholder virtual machine at the
recovery site. You must identify a datastore on the recovery site in which SRM can store the
placeholder virtual machines.

Configure Datastore Mappings for vSphere Replication on page 82

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You configure datastore mappings to determine which datastores vSphere Replication uses to store
replicated virtual machine disks and configuration files at the recovery site.

About Placeholder Virtual Machines

When you add a virtual machine or template to a protection group, SRM creates a placeholder virtual
machine at the recovery site.

SRM reserves a place for protected virtual machines in the inventory of the recovery site by creating a subset
of virtual machine files. SRM 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 SRM 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 SRM tests or runs a recovery plan.

When you recover a protected virtual machine by testing or running a recovery plan, SRM 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, SRM restores the placeholders and powers off the virtual machines
as part of the cleanup process.

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Site Recovery Manager Installation and Configuration

About Placeholder Virtual Machine Templates

When you protect a template on the protected site, SRM 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. SRM 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

You must create inventory mappings so that SRM can create placeholder virtual machines.

Inventory mappings provide a convenient way to specify how SRM maps virtual machine resources at the
protected site to resources at the recovery site. SRM applies these 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.

SRM 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 use the Configure
All option. SRM cannot protect a virtual machine unless it has valid inventory mappings for key virtual
machine resources.

Networks

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Folders

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Compute resources

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Placeholder datastores

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After you configure mappings at the protected site when you configure protection, configure inventory
mappings at the recovery site to enable reprotect.

When SRM creates a placeholder virtual machine, SRM 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, use the vSphere Client to
connect 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 SRM
already protects. SRM 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. SRM
preserves these changes at the recovery site during the test and recovery.

80 VMware, Inc.

Chapter 10 Creating SRM Placeholders and Mappings

How SRM Applies Mappings During Reprotect

During reprotect, SRM 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, SRM uses mappings during reprotect.

Select Inventory Mappings

Inventory mappings provide default locations and networks for virtual machines to use when SRM creates
placeholder virtual machines on the recovery site.

Unless you intend to configure mappings individually for each member of a protection group, you should
configure inventory mappings for a site before you create protection groups.

Procedure

1 Click Sites in the left pane of the SRM interface and select the site for which to configure inventory

mappings.

2 Select a tab for a type of inventory object to configure.

3 Select an inventory object and click Configure Mapping.

4 Expand the inventory items and navigate to the resources on the recovery site to which to map the

protected site resource.

Option Action

Resource Mappings

Folder Mappings

Network Mappings

The selected resource appears in the Recovery Site Resource column. The path to the resource relative
to the root of the vCenter Server on the recovery site appears in the Recovery Site Path column.

5 Repeat Step 2 through Step 4 for all resource types for which to establish mappings.

About Placeholder Datastores

For every virtual machine in a protection group, SRM creates a placeholder virtual machine at the recovery
site. You must identify a datastore on the recovery site in which SRM can store the placeholder virtual
machines.

Select a resource pool, a host, or a cluster on the recovery site. You can also
click New Resource Pool to create a resource pool on the host on the
recovery site in which to place the recovered virtual machines. You cannot
create a new resource pool on a cluster.

Select a datacenter or virtual machine folder on the recovery site. You can
also click New Folder to create a virtual machine folder on the host on the
recovery site in which to place the recovered virtual machines. You cannot
create a new folder on a cluster.

Select a network on the recovery site to use to connect the recovered
virtual machines.

After you select the datastore to contain the placeholder virtual machines, SRM reserves a place for
protected virtual machines in the inventory on the recovery site. SRM 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.

For clusters, the placeholder datastores must be visible to all of the hosts in the cluster.

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Site Recovery Manager Installation and Configuration

You cannot select replicated datastores as placeholder datastores.

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Configure a Placeholder Datastore

You can specify a placeholder datastore for SRM to use for the storage of placeholder virtual machines.

Prerequisites

Verify that you connected and paired the protected and recovery sites.

Procedure

1 Select Sites in the left pane of the SRM interface, and select a site.

2 Click the Placeholder Datastores tab.

3 Click Configure Placeholder Datastore.

4 Expand the folders to find a datastore to designate as the location for placeholder virtual machines,

click the datastore, and click OK.

NOTE If an array manager is replicating datastores, but the array manager is not configured with SRM,
the option to select the replicated datastore might be available. Do not select replicated datastores.
Previously configured and replicated datastores appear but you cannot select them.

The selected placeholder datastore appears in the Datastore column. If the datastore is on a standalone
host, the host name appears. If the datastore is on a host that is in a cluster, the cluster name appears.

Configure Datastore Mappings for vSphere Replication

You configure datastore mappings to determine which datastores vSphere Replication uses to store
replicated virtual machine disks and configuration files at the recovery site.

You can use datastore mappings when you configure vSphere Replication for virtual machines as a way to
select the default destination datastores.

You configure datastore mappings from the source datastores of the virtual machines being configured for
replication to destination datastores for the replicated files. A source datastore can be a single datastore that
contains a single virtual machine, or it can be many datastores with many virtual machines with files spread
across the datastores.

When you configure replication for a single virtual machine, you can override the datastore mappings for a
site, but when you configure replication for multiple virtual machines, you can use only the site-wide
datastore mappings, and you cannot override them.

Procedure

1 Click vSphere Replication in the left pane, and select a site.

2 Click the Datastore Mappings tab, and select a source datastore.

3 Click Configure Mapping.

4 Browse through the hierarchy of datastores at the recovery site and select a datastore to which to map.

82 VMware, Inc.

Installing SRM to Use with a Shared

Recovery Site 11

With SRM, 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 SRM configuration, you use SRM 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 SRM Server instance on each protected site. On the
recovery site, you install multiple SRM Server instances to pair with each SRM Server instance on the
protected sites. All of the SRM Server instances on the shared recovery site connect to the same
vCenter Server instance. You can consider the owner of an SRM Server pair to be a customer of the shared
recovery site.

You can use either array-based replication or vSphere Replication or a combination of both when you
configure SRM Server to use a shared recovery site.

Example: Using SRM 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 an SRM Server instance and a
vCenter Server instance. The head office has two SRM Server instances, each of which is paired with an
SRM Server in one of the field offices. Both of the SRM Server instances at the head office extend a single
vCenter Server instance.

Field office 1

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SRM Server A

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vCenter Server A

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Field office 2

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SRM Server B

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vCenter Server B

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Head office

n

SRM Server C, that is paired with SRM Server A

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83

SRM plug-in

vSphere Client

Protected Site

Shared Recovery Site

ESXi

Server

SRM plug-in

vSphere Client

ESXi

Server

ESXi

Server

vCenter Server

B

ESXi

Server

SRM Server

B

Field office 2

ESXi

Server

vCenter Server

A

ESXi

Server

SRM Server

A

SRM Server

C

ESXi

Server

ESXi

Server

vCenter Server

C

Field office 1

SRM Server

D

SRM plug-in

vSphere Client

Head Office

Site Recovery Manager Installation and Configuration

SRM Server D, that is paired with SRM Server B

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vCenter Server C, that is extended by SRM Server C and SRM Server D

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Figure 11‑1. Example of Using SRM in a Shared Recovery Site Configuration

Limitations of Using SRM in Shared Recovery Site Configuration on page 85

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When you configure SRM to use a shared recovery site, SRM supports the same operations as it does
in a standard one-to-one configuration. Configuring for a shared recovery site support is subject to
some limitations.

SRM Licenses in a Shared Recovery Site Configuration on page 85

n

If you configure SRM 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 SRM Server instances on the shared
recovery site.

Install SRM In a Shared Recovery Site Configuration on page 86

n

To install SRM in a shared recovery site configuration, you deploy SRM Server on one or more
protected sites, and deploy a corresponding number of SRM Server instances on the shared recovery
site.

Use Array-Based Replication in a Shared Recovery Site Configuration on page 91

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You can use array-based replication with SRM in a shared recovery site configuration in the same way
as you do in a standard one-to-one configuration.

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Chapter 11 Installing SRM to Use with a Shared Recovery Site

Use vSphere Replication in a Shared Recovery Site Configuration on page 92

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You can use vSphere Replication with SRM in a shared recovery site configuration in the same way
that you do in a standard one-to-one configuration.

Limitations of Using SRM in Shared Recovery Site Configuration

When you configure SRM to use a shared recovery site, SRM supports the same operations as it does in a
standard one-to-one configuration. Configuring for a shared recovery site support is subject to some
limitations.

You cannot reconfigure an existing one-to-one SRM installation to use a shared recovery site. You can

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only configure new SRM installations to use with a shared recovery site.

For each shared recovery site customer, you must install SRM Server once at the customer site and

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again at the recovery site.

You must specify the same SRM extension ID when you install the SRM Server instances on the

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protected site and on the shared recovery site.

You must install each SRM Server instance at the shared recovery site on its own host machine. You

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cannot install multiple instances of SRM Server on the same host machine.

Each SRM Server instance on the protected site and on the shared recovery site requires its own

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database.

You can create a shared protected site by registering multiple SRM Server instances with a single

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vCenter Server instance on the protected site. This configuration creates a single point of failure on the
protected site, so this configuration is not advisable in production environments. Setting up shared
protection sites might be useful for testing in a lab environment.

Both sites must use the same authentication method. If you use certificate-based authentication, the

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certificates on both sites must be configured in the same way. If you use credential-based
authentication, both sites must specify the same values for the Organization and Organization Unit. The
value that you specify for the Organization in the VMware vCenter Site Recovery Manager Plugin
Identifier page of the SRM installer has no relation to the value that you specify for the Organization
when you configure credential-based authentication. See Chapter 4, “SRM Authentication,” on page 27.

A single shared recovery site can support a maximum of ten protected sites. You can run concurrent

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recoveries from multiple sites. See KB 2008061 for the number of concurrent recoveries that you can run
with array-based replication and with vSphere Replication.

When connecting to SRM on the shared recovery site, every customer can see all of the SRM extensions

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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.

SRM Licenses in a Shared Recovery Site Configuration

If you configure SRM 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 SRM Server instances on the shared recovery site.

In a shared recovery site configuration, you install SRM 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
SRM Server instance to enable bidirectional operation, including reprotect. You can use the same license key
for both SRM Server instances in the SRM pair, in the same way as for a one-to-one configuration.

Alternatively, you can install one SRM license key on the shared recovery site. All SRM 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.

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Site Recovery Manager Installation and Configuration

Example: Sharing SRM Licenses on a Shared Recovery Site

You connect two protected sites to a shared recovery site. You install a single SRM license on the shared
recovery site.

If you protect 20 virtual machines on protected site A, you require a license for 20 virtual machines on

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protected site A to recover these virtual machines to the shared recovery site.

If you protect 10 virtual machines on protected site B, you require a license for 10 virtual machines on

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protected site B to recover these virtual machines to the shared recovery site.

You share a SRM license for 25 virtual machines between two SRM Server instances, C and D, on the

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shared recovery site. The SRM Server instances on sites A and B connect to SRM 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 SRM Server C to site A. You can reprotect
only 5 of the virtual machines to reverse protection from SRM 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 SRM Server C and the license from site B to SRM Server D.

Install SRM In a Shared Recovery Site Configuration

To install SRM in a shared recovery site configuration, you deploy SRM Server on one or more protected
sites, and deploy a corresponding number of SRM Server instances on the shared recovery site.

You can only pair protected and recovery sites that have the same SRM extension ID.

Procedure

1 Install SRM Server on Multiple Protected Sites to Use with a Shared Recovery Site on page 87

You install SRM Server to use with a shared recovery site by running the SRM installer from the
command line with a custom setup option.

2 Install Multiple SRM Server Instances on a Shared Recovery Site on page 88

In a shared recovery site configuration, you can install multiple SRM Server instances that all extend
the same vCenter Server instance.

3 Install the SRM Client Plug-In In a Shared Recovery Site Configuration on page 88

After you install SRM Server instances on the shared recovery site, you must install the SRM client
plug-in.

4 Connect to SRM in a Shared Recovery Site Configuration on page 89

When you log in to SRM on a site on which more than one SRM Server is running, SRM prompts you
to select one of the SRM Server instances to which to connect.

5 Connect the SRM Sites in a Shared Recovery Site Configuration on page 90

In a shared recovery site configuration, you connect the SRM sites in the same way as for a standard
one-to-one configuration.

6 Configure Placeholders and Mappings in a Shared Recovery Site Configuration on page 90

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.

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Chapter 11 Installing SRM to Use with a Shared Recovery Site

Install SRM Server on Multiple Protected Sites to Use with a Shared Recovery Site

You install SRM Server to use with a shared recovery site by running the SRM installer from the command
line with a custom setup option.

When you run the installer from the command line with the custom setup option, the SRM installer presents
additional screens on which you specify a unique SRM extension ID.

For each protected site, you must install one instance of SRM Server at the protected site and one instance of
SRM Server at the recovery site. You can only pair SRM Server instances that have the same SRM extension
ID. Each protected site must include its own vCenter Server instance.

Prerequisites

Download the SRM installation file to a folder on the SRM Server host.

n

This information presumes knowledge of the standard procedure for installing SRM. See “Install the

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SRM Server,” on page 29 for information about a standard SRM installation.

Procedure

1 Start the SRM installer by typing the custom setup command in a command line terminal.

VMware-srm-version-build_number.exe /v"CUSTOM_SETUP=1"

2 Follow the prompts to begin the SRM installation.

3 At the VMware vCenter Site Recovery Manager Plugin Identifier page of the installer, select Custom

SRM Plugin Identifier and click Next.

4 Provide information to identify this custom SRM extension and click Next.

Option Description

SRM ID

Organization

Description

Type a unique identifier for this pair of SRM Server instances. The SRM ID
can be a string of up to 29 ASCII characters from the set of ASCII upper­lower-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 SRM ID, and they cannot appear adjacent to one another.

Type a string of up to 50 ASCII characters to specify the organization that
created the extension.

Type a string of up to 50 ASCII characters to provide a description of the
extension.

5 Follow the prompts to complete the remainder of the installation.

6 Repeat the procedure on each of the sites to protect.

Connect each SRM Server to its own vCenter Server instance. Assign a unique SRM ID to each
SRM Server.

What to do next

For each SRM Server that you installed on a protected site, install a corresponding SRM Server instance on
the shared recovery site.

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Site Recovery Manager Installation and Configuration

Install Multiple SRM Server Instances on a Shared Recovery Site

In a shared recovery site configuration, you can install multiple SRM Server instances that all extend the
same vCenter Server instance.

The SRM Server instances that you install on a shared recovery site each correspond to an SRM Server on a
protected site.

Prerequisites

You created one or more protected sites, each with an SRM Server instance for which you configured a

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unique SRM ID.

Download the SRM installation file to a folder on the SRM Server host.

n

This information presumes knowledge of the standard procedure for installing SRM. See “Install the

n

SRM Server,” on page 29 for information about a standard SRM installation.

Procedure

1 Start the SRM installer by typing the custom setup command in a command line terminal.

VMware-srm-version-build_number.exe /v"CUSTOM_SETUP=1"

2 At the VMware vCenter Site Recovery Manager Plugin Identifier page of the installer, select Custom

SRM Plugin Identifier and click Next.

3 Provide information to identify this SRM extension as the partner of an SRM Server server on a

protected site, and click Next.

Option Description

SRM ID

Organization

Description

Type the same SRM ID as you provided for the corresponding SRM Server
instance on the protected site. For example, if you set the SRM ID of the
SRM Server instance on the protected site to SRM-01, set the SRM ID to
SRM-01.

Type a string of up to 50 ASCII characters to specify the organization that
created the extension.

Type 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 Step 1 to Step 4 to install an SRM Server with an SRM ID that matches an SRM Server on

another protected site.

Each additional SRM Server instance that you install connects to the vCenter Server instance on the
shared recovery site.

What to do next

Install the SRM client plug-in.

Install the SRM Client Plug-In In a Shared Recovery Site Configuration

After you install SRM Server instances on the shared recovery site, you must install the SRM client plug-in.

After you install the SRM client plug-in, client plug-ins from other SRM Server instances running on the
same shared site show as Available in the Manage Plug-ins interface. Install the client plug-in only once.
Subsequent installations overwrite each other.

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Prerequisites

You installed one or more SRM Server instances on a shared recovery site.

n

You assigned the same SRM extension ID to an SRM Server instance on a protected site and to an

n

SRM Server instance on the shared recovery site.

Procedure

1 Connect the vSphere Client to vCenter Server on the shared recovery site.

2 Select Plugins > Manage Plug-ins.

3 Under Available Plug-ins, locate VMware vCenter Site Recovery Manager Extension and click

Download and Install.

A client plug-in is available from each of the SRM Server instances that are running on the shared
recovery site. You can install the SRM client plug-in from any SRM Server instance. Install the client
plug-in only once. Subsequent installations overwrite each other.

4 Follow the prompts of the installer to complete the installation of the SRM client plug-in.

5 Repeat Step 1 through Step 4 to install the SRM client plug-in on all instances of the vSphere Client that

you use to connect to SRM on the protected and recovery sites.

What to do next

Connect the protected sites to the shared recovery site.

Connect to SRM in a Shared Recovery Site Configuration

When you log in to SRM on a site on which more than one SRM Server is running, SRM prompts you to
select one of the SRM Server instances to which to connect.

For each SRM Server instance that is running at the shared recovery site, the prompt lists the SRM ID,
organization, and description that you supplied when you installed SRM Server.

Prerequisites

You installed one or more SRM Server instances on a shared recovery site.

n

You assigned the same SRM extension ID to an SRM Server instance on a protected site and to an

n

SRM Server instance on the shared recovery site.

You connected the vSphere Client to vCenter Server on the shared recovery site.

n

You installed the SRM client plug-in.

n

Procedure

1 Click Home in the vSphere Client.

2 Click Site Recovery under Solutions and Applications.

3 Select the SRM ID of the SRM Server instance to connect to and click Open.

What to do next

Configure the connections between the protected sites and the shared recovery site.

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Connect the SRM Sites in a Shared Recovery Site Configuration

In a shared recovery site configuration, you connect the SRM sites in the same way as for a standard one-to­one configuration.

If you start the site connection from one of the protected sites, SRM uses the SRM ID that you set during
installation to connect to the correct SRM Server instance on the recovery site.

If you start the site connection from one of the SRM Server instances on the shared recovery site, and you try
to connect to a protected site that has an SRM Server extension with a different SRM ID, the connection fails
with an error.

Prerequisites

You installed SRM Server on one or more protected sites.

n

You installed one or more SRM Server instances on a shared recovery site.

n

You assigned the same SRM extension ID to an SRM Server instance on a protected site and to an

n

SRM Server instance on the shared recovery site.

You installed the SRM client plug-in.

n

Procedure

1 Log in to SRM on a protected site or log in to one of the SRM instances on the shared recovery site.

2 Select Sites, click the Summary tab, and click Configure Connection.

3 Type the address of the vCenter Server on the remote site and click Next.

If you logged in to SRM on a protected site, type the address of vCenter Server on the shared

n

recovery site.

If you logged in to SRM on the shared recovery site, type the address of vCenter Server on the

n

corresponding protected site. The SRM extension of this vCenter Server instance must have an
SRM ID that matches theSRM ID of the SRM instance from which you are connecting.

4 Follow the prompts to accept certificates and provide the login credentials for vCenter Server on the

remote site and click Finish.

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.

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Chapter 11 Installing SRM to Use with a Shared Recovery Site

Prerequisites

You installed SRM in a shared recovery site configuration.

n

You connected the protected sites with the shared recovery site.

n

Familiarize yourself with the procedure for configuring placeholders and mappings. For information

n

about configuring placeholders and mappings in a standard configuration, see Chapter 10, “Creating

SRM Placeholders and Mappings,” on page 79.

Procedure

1 Click Sites in the SRM interface on the protected sites and use the Resource Mappings, Folder

Mappings, Network Mappings, and Placeholder Datastores tabs to configure the mappings.

Option Action

Share customer resources

Isolate 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.

Map the resources, networks, folders, and datastores on the protected sites
to separate datacenters, networks, folders, and placeholder datastores on
the shared recovery site.

2 (Optional) If you use vSphere Replication, select vSphere Replication > Datastore Mappings on the

protected sites to map the datastores to a datastore or datastores on the shared recovery site.

The datastore mappings determine in which datastores on the recovery site vSphere Replication places
replicated virtual machines.

Option Action

Share customer resources

Isolate customer resources

Map the datastores on the protected sites to a common 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.

Map the datastores on the protected sites to separate datastores on the
shared recovery site.

Use Array-Based Replication in a Shared Recovery Site Configuration

You can use array-based replication with SRM 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 SRM 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. The type of storage that you use on the shared recovery site can be
different than the storage that you use on the protected sites. You can use storage from multiple vendors on
the shared recovery site. 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 SRM in a
shared recovery site configuration, see KB 2008061.

Prerequisites

You installed SRM in a shared recovery site configuration.

n

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You connected the protected sites with the shared recovery site.

n

Familiarize yourself with the procedure for configuring array-based replication. For information about

n

how to configure array-based replication in a standard configuration, see Chapter 7, “Configuring

Array-Based Protection,” on page 49.

Procedure

1 Set up storage arrays on the protected sites following the instructions that your storage array provides.

2 Install the appropriate SRAs on SRM Server systems on the protected sites.

3 Install the appropriate SRAs on SRM 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.

Use vSphere Replication in a Shared Recovery Site Configuration

You can use vSphere Replication with SRM 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 the vSphere Replication appliance on the shared recovery site from any of the SRM
instances on the shared recovery site. After deployment, the vSphere Replication appliance registers with
vCenter Server on the shared recovery site and is available to all of the SRM instances on the shared
recovery site.

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 SRM in a shared recovery site configuration, see KB

2008061.

Prerequisites

You installed SRM in a shared recovery site configuration.

n

You connected the protected sites with the shared recovery site.

n

Familiarize yourself with the procedure for deploying vSphere Replication. For information about a

n

standard vSphere Replication installation, see Chapter 8, “Installing vSphere Replication,” on page 53.

Procedure

1 Deploy a vSphere Replication appliance on each of the protected sites.

2 Deploy one vSphere Replication appliance on the shared recovery site.

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Chapter 11 Installing SRM to Use with a Shared Recovery Site

3 Log in to SRM on each of the protected sites and configure the vSphere Replication connection to the

recovery site.

All of the vSphere Replication appliances on the protected sites connect to the same vSphere Replication
appliance on the recovery site.

4 (Optional) Deploy additional vSphere Replication servers on the shared recovery site.

5 (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 SRM instances on the shared recovery site.

6 Configure the mappings from the resources on the protected sites to resources on the shared recovery

site and configure the placeholder datastores.

7 Configure the vSphere Replication datastore mappings from the protected sites to datastores 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.

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Troubleshooting SRM Installation and

Configuration 12

Known troubleshooting information can help you diagnose and correct problems during the installation and
configuration of SRM.

Solution

Cannot Restore SQL Database to a 32-Bit Target Virtual Machine During SRM Upgrade on page 96

n

You might encounter problems restoring a SQL database on a 32-bit target virtual machine when you
upgrade or migrate SRM.

SRM Server Does Not Start on page 97

n

SRM depends on other services. If one of those services is not running, the SRM Server does not start.

vSphere Client Cannot Connect to SRM on page 98

n

Connecting to the SRM interface in the vSphere Client fails.

Site Pairing Fails Because of Different Certificate Trust Methods on page 99

n

If you use custom certificates that a certificate authority signs, connecting the SRM sites fails if the root
certificate from the certificate authority is not present on SRM Server.

Error at vService Bindings When Deploying the vSphere Replication Appliance on page 99

n

When you deploy the vSphere Replication appliance, you get an error at vService bindings in the
Deploy OVF Template wizard.

OVF Package is Invalid and Cannot be Deployed on page 100

n

When you attempt to deploy OVF for the vSphere Replication appliance, an OVF package error might
occur.

vSphere Replication Appliance or vSphere Replication Server Does Not Deploy from the SRM

n

Interface on page 100

If problems occur when you use the SRM interface to deploy a vSphere Replication appliance or a
vSphere Replication server, you can deploy the OVF manually.

Connection Errors Between vSphere Replication and SQL Server Cannot be Resolved on page 100

n

You cannot resolve a connection error between the vSphere Replication appliance and SQL Server.

404 Error Message when Attempting to Pair vSphere Replication Appliances on page 101

n

Pairing vSphere Replication appliances might result in a 404 error message.

vSphere Replication Service Fails with Unresolved Host Error on page 102

n

If the address of vCenter Server is not set to a fully qualified domain name (FQDN) or to a literal
address, the vSphere Replication service can stop unexpectedly or fail to start after a reboot.

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Increase the Memory of the vSphere Replication Server for Large Deployments on page 102

n

If you deploy an additional vSphere Replication server, you might need to increase the memory of the
vSphere Replication server if that server manages large numbers of virtual machines.

vSphere Replication Appliance Extension Cannot Be Deleted on page 102

n

If you delete the vSphere Replication appliance virtual machine, the virtual appliance management
interface (VAMI) is not available to delete the appliance extension that still exists in vCenter Server.

Uploading a Valid Certificate to vSphere Replication Results in a Warning on page 103

n

When you upload a custom certificate to the vSphere Replication appliance, you see a warning even if
the certificate is valid.

vSphere Replication Status Shows as Disconnected on page 103

n

The status of the vSphere Replication appliance shows as Disconnected if you are running the SRM
client plug-in on Windows XP SP2 x64.

vSphere Replication Server Registration Takes Several Minutes on page 103

n

vSphere Replication server registration might take a long time depending on the number of hosts in
the vCenter Server inventory.

vSphere Replication is Inaccessible After Changing vCenter Server Certificate on page 104

n

If you change the SSL certificate of vCenter Server, you cannot access vSphere Replication.

Cannot Restore SQL Database to a 32-Bit Target Virtual Machine During SRM Upgrade

You might encounter problems restoring a SQL database on a 32-bit target virtual machine when you
upgrade or migrate SRM.

Problem

If you use an SQL Express database and upgrade or migrate SRM to a new database server, restoring the
database on a 32-bit operating system might fail.

Use Attach rather than Restore when you migrate the SQL Express database on the 64-bit target virtual
machine rather than on a 32-bit target virtual machine.

If you use SQL Express bundled with vCenter Server, note the following conditions:

If you uninstall vCenter Server, SQL Express is also removed and you lose all your SRM data.

n

Create and manage a separate database instance in the SQL Express server. SRM does not install on a

n

database, that is pointed to by a DSN that contains vCenter Server data, regardless of database vendor,
version, or edition.

Solution

1 To install SQL Express and migrate the database during SRM upgrade, stop the SRM service and back

up your database.

2 Install SQL Express on the new host or virtual machine.

3 Copy the backup file to the new host or virtual machine and restore the database from it.

4 Create a system DSN that points to the restored database.

5 Install SRM and select Use existing database for both migration and upgrade.

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SRM Server Does Not Start

SRM depends on other services. If one of those services is not running, the SRM Server does not start.

Problem

After you install, repair, or modify SRM by running the SRM installer, or after you reboot the SRM Server,
the SRM Server does not start.

Cause

The SRM Server might not start if vCenter Server is not running, if it cannot connect to the SRM database, or
if other services that SRM requires are not running.

Solution

1 Verify that the vCenter Server instance that SRM extends is running.

If the vCenter Server service is running on a different host to the SRM Server and the vCenter Server
service stops, the SRM Server will start succesfully and then stop after a short period.

2 Verify that the SRM database service is running.

3 Log in to the machine on which you installed the SRM Server.

Chapter 12 Troubleshooting SRM Installation and Configuration

4 Verify that SRM can connect to vCenter Server.

a Open Programs and Features from the Windows Control Panel.

b Select the entry for VMware vCenter Site Recovery Manager and click Change.

c Click Next.

d Select Modify.

e Check that the address for vCenter Server is correct.

If the vCenter Server address has changed since you installed SRM, for example if the
vCenter Server machine uses DHCP instead of a static address, remove, reinstall, and reconfigure
SRM.

f Type the vCenter Server password and click Next.

If the vCenter Server password has changed since you installed SRM, type the new password.

g Select Use existing certificate and click Next.

h Type the credentials for the SRM database and click Next.

If the connection to the database fails, close the SRM installer and go to Step 5.

i Select Use existing database and click Next.

j Click Install to update the SRM configuration, or click Cancel if you made no changes.

5 Verify that SRM can connect to the SRM database.

a Open the Windows ODBC Data Source Administrator utility, C:\Windows\System32\Odbcad32.exe.

b Select the system DSN that you created for SRM and click Configure.

c Check that SRM is attempting to connect to the correct database server and click Next.

d Enter the login credentials for the SRM database and click Next.

e Review the database settings on the next pages, and click Finish.

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f Click Test Data Source.

If the connection is configured correctly, the ODBC Data Source Test window shows a positive
result.

g If the connection test fails, reconfigure the SRM database by using the administration software

from your database provider.

6 Verify that the SRM database permits sufficient connections.

If the SRM logs contain the message GetConnection: Still waiting for available connections,
increase the maximum number of database connections.

NOTE Consult with your database administrator before changing these settings.

a Open the vmware-dr.xml file in a text editor.

You find the vmware-dr.xml file in the C:\Program Files\VMware\VMware vCenter Site Recovery

Manager\config folder on the SRM Server host.

b Change the <connectionCount> value to increase the size of the pool of database connections from

the default of 5.

<connectionCount>10</connectionCount>

c Change the <maxConnections> value to increase the maximum number of database connections

from the default of 20.

<maxConnections>30</maxConnections>

d Restart the SRM service.

7 Open the Windows Server Manager utility and select Configuration > Services.

8 Verify that the services that SRM requires are running.

Windows Server

n

Windows Workstation

n

Protected Storage

n

9 Select the VMware vCenter Site Recovery Manager Server service in the Windows Server Manager

utility and click Start or Restart.

vSphere Client Cannot Connect to SRM

Connecting to the SRM interface in the vSphere Client fails.

Problem

When you click the Site Recovery icon in the Home page of the vSphere Client, the connection to SRM fails
with the message:

Connection to local Site Recovery Manager https:SRM_address:8095/dr failed

The SRM logs show a certificate error.

Failed to establish connection to VMware vCenter.
: std::exception 'class Vmacore::Ssl::SSLVerifyException'
"SSL Exception:
The remote host certificate has these problems:
* The host name used for the connection does not match the subject name on the host certificate
* The host certificate chain is not complete.

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Chapter 12 Troubleshooting SRM Installation and Configuration

Cause

This problem can occur if the certificate for vCenter Server does not match the certificate that SRM requires,
for example if the certificate for vCenter Server changed since you installed SRM.

Solution

Restore the vCenter Server certificate to the certificate that you used when you installed SRM or install a
new vCenter Server certificate.

Site Pairing Fails Because of Different Certificate Trust Methods

If you use custom certificates that a certificate authority signs, connecting the SRM sites fails if the root
certificate from the certificate authority is not present on SRM Server.

Problem

When you try to connect SRM sites, the connection fails with the error Local and Remote servers are using

different certificate trust methods.

Cause

You did not install the root certificate for the certificate authority that signs the SRM certificate on
SRM Server.

Solution

1 Use the Windows Certificate Manager utility to install the root certificate for the certificate authority

that you use to sign the SRM certificate.

The Certificate Manager utility is at C:\Windows\System32\certmgr.msc on the SRM Server host.

2 From the Windows Control Panel, run the SRM installer in Modify mode.

3 At the Certificate Type Selection page of the installer, select Use a PKCS#12 certificate file and browse

to the custom SRM certificate.

4 Follow the prompts and click Finish to run the SRM installer in Modify mode.

Error at vService Bindings When Deploying the vSphere Replication Appliance

When you deploy the vSphere Replication appliance, you get an error at vService bindings in the Deploy
OVF Template wizard.

Problem

When you deploy the vSphere Replication, an error appears at vService bindings in the Deploy OVF
Template wizard.

Unsupported section '{http://www.vmware.com/schema/ovf}vServiceDependencySection'(A vService
dependency)

Cause

This error is typically the result of the vCenter Management Web service being paused or stopped.

Solution

Attempt to start the vCenter Management Web service. If vCenter Server is running as a Linux virtual
appliance, reboot the appliance.

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OVF Package is Invalid and Cannot be Deployed

When you attempt to deploy OVF for the vSphere Replication appliance, an OVF package error might occur.

Problem

The error OVF package is invalid and cannot be deployed might appear while you attempt to deploy the
vSphere Replication appliance.

Cause

This problem is due to the vCenter Server port being changed from the default of 80.

Solution

If possible, change the vCenter Server port back to 80.

vSphere Replication Appliance or vSphere Replication Server Does Not Deploy from the SRM Interface

If problems occur when you use the SRM interface to deploy a vSphere Replication appliance or a
vSphere Replication server, you can deploy the OVF manually.

Problem

Deployment of the vSphere Replication appliance or vSphere Replication server from the SRM interface
fails.

Solution

1 Select File > Deploy OVF Template in the vSphere Client.

2 Navigate to the vSphere Replication appliance or vSphere Replication server OVF file in the www

directory in the SRM installation.

Option OVF File

vSphere Replication appliance

vSphere Replication server

3 Follow the prompts to deploy the vSphere Replication appliance or the vSphere Replication server.

C:\Program Files\VMware\VMware vCenter Site Recovery
Manager\www\vSphere_Replication_SRM_OVF10.ovf

C:\Program Files\VMware\VMware vCenter Site Recovery
Manager\www\vSphere_Replication_Server_SRM_OVF10.ovf

Connection Errors Between vSphere Replication and SQL Server Cannot be Resolved

You cannot resolve a connection error between the vSphere Replication appliance and SQL Server.

Problem

vSphere Replication might not be able to connect to SQL Server, and you have insufficient information to
solve this problem.

Cause

Several issues can cause this problem, and initially available information about the problem is insufficient to
affect a resolution.

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