Double-Take Console User s Guide

Transcription

1 Double-Take Console User s Guide Double-Take, GeoCluster, Double-Take for Virtual Systems, TimeData, netboot/i, winboot/i, Double-Take Cargo, sanfly, Livewire, NSI, Balance, Double-Take ShadowCaster, and associated logos are registered trademarks or trademarks of Double-Take Software, Inc. and/or its subsidiaries in the United States and/or other countries. Microsoft, Windows, Windows Vista, Hyper-V, Active Directory, and the Windows logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective companies Double-Take Software, Inc. All rights reserved. DTConsole-51FP

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4 Table of Contents Chapter 1 Introduction Resources Chapter 2 Installing Double-Take Console Requirements Protecting a server using Virtual Recovery Assistant for Hyper-V Protecting a server using Double-Take for Hyper-V Installing Double-Take Console Chapter 3 Navigating the Double-Take Console Starting Double-Take Console Getting help Working in the Double-Take Console Changing default Double-Take Console options Sharing the server configuration file Launching other Double-Take utilities Chapter 4 Virtual Recovery Assistant: Protecting a Server with a Hyper-V Virtual Machine Starting the protection workflow Selecting the source machine Selecting volumes to protect Selecting a target server Selecting the target volume Configuring the replica virtual machine Setting protection options Failing over to the replica virtual machine Reusing virtual hard disks Chapter 5 Double-Take for Hyper-V: Protecting a Hyper-V Virtual Machine Supported configurations Starting the protection workflow Selecting the source machine Selecting a virtual machine Selecting a target server Selecting the target volume Configuring the replica virtual machine i

5 Setting protection options Virtual hard disks Performing failover Undoing failover Reversing failover Chapter 6 Monitoring Protection Jobs Monitoring connections Viewing connection summary information Managing a connection Viewing connection details Chapter 7 Monitoring Double-Take Servers Adding servers Adding servers manually Importing servers Managing servers Modifying credentials Viewing server details Viewing server events Chapter 8 Using Firewalls Double-Take ports Microsoft Windows ports Hardware ports ii

6 Introduction Double-Take Console allows you to manage all aspects of the process of protecting your servers with Double-Take. With Double-Take Console, you can: Configure protection for an entire physical or virtual source server with a Microsoft Hyper-V target server using the Virtual Recovery Assistant. Configure protection for virtual machines running on the Microsoft Hyper-V platform using Double-Take Console for Hyper-V. Monitor your Double-Take servers and protection jobs, including statistics, events, and other diagnostic or configuration information. Resources You have many resources available to you when using Double-Take. Operating system and application documentation Make sure that you have complete documentation for your operating system and your applications. Double-Take documentation Each Double-Take manual is available in the \DblTake\docs directory on the product CD and in the root of the installation directory you selected during the installation. The manuals are in Adobe Acrobat PDF format. If needed, you can install the free Adobe Acrobat Reader by downloading the latest version from the Adobe web site at Double-Take User s Guide This guide is a complete how-to guide with detailed steps for installing and using Double-Take. This guide also contains a complete list of Double-Take messages, alerts, and statistics. Double-Take Console User s Guide This guide is a complete how-to guide for configuring protection jobs using the Double-Take Console. This manual is installed to C:\Program Files\Common Files\Double-Take Software\Double-Take Console\Docs\Common\Console_Users_Guide.pdf. Readme Double-Take includes a readme file which contains any last-minute information. The readme file is located in the \DblTake\docs directory of the product CD and in the root of the installation directory you selected during the installation. Other resources Technical support, professional services, and training are available for all Double-Take Software products. Technical Support If you need technical assistance, you can contact technical support. All basic configurations outlined in the Double-Take User s Guide and the Double-Take Console User s Guide will be supported through technical support. Your technical support center is dependent on the reseller or distributor you purchased your product from and is identified on your service agreement. If you do not have access to this agreement, contact Double-Take Software Technical Support and they will direct you to the correct service provider. To contact Double-Take Software Technical Support, you will need your serial number and activation code. For a complete list of US and international phone numbers, see the Double-Take Software web site at Online support is available at support.doubletake.com. Professional Services Assistance and support for advanced configurations may be referred to a Pre-Sales Systems Engineer or to Professional Services. See the Double-Take Software web site at for more information. Training Classroom and computer-based training are available. See the Double-Take Software web site at for more information. 1-1

7 Installing Double-Take Console Review the minimum requirements. When your servers meet the required conditions, continue with the installation instructions. For additional information about system requirements for Double-Take source and target servers, see the Double-Take User s Guide. Requirements Client The Double-Take Console client software must be installed on a 32-bit or 64-bit version physical or virtual server running one of the following operating systems: Microsoft Windows XP with Service Pack 2 or later Microsoft Windows 2003 with Service Pack 1 or later Microsoft Windows 2008 The client should not be running on the source machine. Windows Management Instrumentation (WMI) Double-Take is dependent on the WMI service. If you do not use this service in your environment, contact technical support..net Depending on your version of Windows and the components you have installed, you may see an initial screen indicating that you should install Microsoft.NET Framework. If you do not see this screen, your server already has the appropriate version of Microsoft.NET. The best practice is to install Microsoft.NET before installing Double-Take. The Microsoft.NET installation is via a web download. If your server does not have an Internet connection, you must manually install Microsoft.NET from the Double-Take CD or from a copy from the Microsoft web site. Windows Firewall The installation program will automatically attempt to configure the required ports for Double-Take Console. If you cancel this step, you will have to configure ports manually. File system formats FAT, FAT32, and NTFS file system formats are supported. IP protocols The following network protocols are supported: TCP/IP with static IP addressing or reserved DHCP addressing IPv4 and IPv6 addressing Protecting a server using Virtual Recovery Assistant for Hyper-V Double-Take requires the following minimum system configuration: Source server The source server can be any 32- or 64-bit physical or virtual machine running one of the following operating systems: Microsoft Windows 2003 with Service Pack 1 or later Microsoft Windows 2008 Windows 2003 Service Pack 2 is required for Hyper-V Integration Services. Target server The target Microsoft Hyper-V host server is a physical machine running Hyper-V Windows 2008 server. Ports Ports 6320, 6330, and 135 must be opened on the source and target Hyper-V hosts. 2-1

8 Protecting a server using Double-Take for Hyper-V Double-Take for Hyper-V requires the following minimum system configuration: Source server The source server must be running Microsoft Windows Server 2008 Standard, Datacenter, or Enterprise, 64-bit version, with the Hyper-V service installed There is no limit on the number of virtual machines that can be protected when using the Datacenter version of Double-Take for Hyper-V. Up to five virtual machines can be protected with the Enterprise version. The following are not supported: Windows Server 2008 without Hyper-V Clustered Windows 2008 Hyper-V hosts Microsoft Hyper-V Server 2008 Target server The target Hyper-V server must be running Windows Server 2008 Standard, Datacenter, or Enterprise, 64-bit version, with the Hyper-V service installed The following are not supported: Windows Server 2008 without Hyper-V Clustered Windows 2008 Hyper-V hosts Microsoft Hyper-V Server 2008 Ports Ports 6320, 6332, and 135 must be opened on the source and target Hyper-V hosts Installing Double-Take Console The Double-Take Dashboard and Double-Take Virtual Recovery Assistant for Hyper-V features of Double-Take Console are installed as part of the Double-Take for Windows application. For information about installing and upgrading Double-Take for Windows, including pre-installation requirements, see the Double-Take Console User s Guide. Double-Take for Hyper-V is also installed from the Double-Take Setup Launcher. To install Double-Take for Hyper-V, launch the Double-Take autorun.exe file, then select Double-Take for Hyper-V from the list of products. Select Install Double-Take for Hyper-V. 2-2

9 Navigating the Double-Take Console This section provides information about how to use the Double-Take Console. Starting Double-Take Console After Double-Take Console is installed, you can start it by selecting Start, Programs, Double-Take Software, Double-Take Console. The Double-Take Console will appear. Getting help Additional information about tasks in the Double-Take Console interface is available in the online help. To launch the online help: 1. From the Help menu, click Double-Take Console Help. 2. To navigate through the online help topics, click the icons in the upper-left corner of the help window. 3. To open the Table of Contents, click the closed book icon. To make sure that you are using the most recent version of Double-Take Console, periodically select Help, Check for updates. This will launch the Double-Take Software technical support site to see if an updated version of Double-Take is available. 3-1

10 Working in the Double-Take Console The console provides an overview of the connection status for your servers, with a special emphasis on servers that may need attention. The Home page provides an at-a-glance overview of the status of your connections as well as controls for managing your connections. From the Home page, you can: Launch tasks Click the links in the Tasks area on the right. View details about issues with connections Select a connection in the Headlines area on the left, then click View. View information about servers Click the links in the Servers Summary area on the left. View information about connections Click the links in the Connections Summary area on the left. To begin using Double-Take Console, click the Get Started button on the main toolbar, or select Go, Get Started. 3-2

11 Changing default Double-Take Console options On the Options page, you can configure general settings for Double-Take Console. To view the Options page, either click the Options button on the main toolbar, or select Tools, Options. Enter the following information. 1. In the Monitoring interval field, enter the interval (in number of seconds) at which you want Double-Take to poll the servers for updated information. 2. In the Default port field, enter the port number Double-Take will use when sending requests to the servers. The default is Select Automatically check for updates to have Double-Take Console automatically check for an updated version when the application starts. 4. When you are finished, click Save to save your changes and return to the Home page. Sharing the server configuration file You can share the Double-Take Console configuration between different installations of Double-Take Console. To save a configuration for use by the same user on another machine, select File, Export. When the Windows Save As dialog box appears, browse to where you want to save the file, enter a name for the.xml file, and click Save. The configuration file will be saved as a Double-Take Console XML file. Launching other Double-Take utilities Depending on which Double-Take utilities you have installed and licensed, you may be able to access them from Double-Take Console. You can open the Management Console, the Application Manager, and the Full-Server Failover Manager from the Tools menu. Tools, Management Console Launch the Double-Take Management Console (only available if the Double-Take Management Console is installed). Tools, Application Manager Launch the Double-Take Application Manager (only available if Application Manager is installed). 3-3

12 Tools, Full-Server Failover Manager Launch the Double-Take Full-Server Failover Manager (only available if the Full-Server Failover Manager is installed). You can also add other frequently-accessed application to the Tools menu. 1. To modify the list of utilities available from the Tools menu, select Tools, External Tools. The External Tools window will appear. 2. Click the New button to add a new tool. Or, select a tool in the Tools area to edit settings for an existing tool. 3. In the Name field, enter the name you want to use to identify the application or tool. 4. In the Command field, type the location of the.exe file for the tool, or click the Browse button to locate the.exe file. 5. In the Arguments field, enter any command-line arguments that should be used to pass the names of the selected object (connection or server) when launching the tool. $(ConnectionSourceName) Name of the source server for the selected connection $(ConnectionTargetName) Name of the target server for the selected connection $(ServerName) Name of the selected server. 6. To remove a tool, select it in the Tools area, then click Delete. 7. When you are finished adding a tool, click Apply. 8. To add or edit another tool, repeat steps Click OK. 3-4

13 Virtual Recovery Assistant: Protecting a Server with a Hyper-V Virtual Machine Double-Take can be used to protect entire physical or virtual machines with Microsoft Hyper-V virtual machines. Double-Take uses Virtual Recovery Assistant technology to automatically provision the virtual machines for you on the target Hyper-V host, greatly simplifying the protection process. The Double-Take clients are used to create protection jobs. The target Hyper-V host server is a physical machine that the Hyper-V host software runs on. All replica virtual machines will reside on this host. Virtual replica machines are hosted by the Hyper-V host server. The virtual replica machines are created by the source protection job, but remain powered off until failover. At failover, the replica machine is powered on and assumes the identity of the original source machine. Double-Take clients C:\ Source Machine 1 Replica1_C:\ Source Machine 1_Replica C:\ D:\ Replica2_C:\ Replica2_D:\ Source Machine 2 Hyper-V VHD files Source Machine 2_Replica Target Microsoft Hyper-V Host Server 4-1

14 Starting the protection workflow From the Home screen, click the Get Started button. You will be taken to the Get Started screen. Depending on which Double-Take components you have installed, you may see additional tasks on this screen. To begin setting up protection for a server with a Hyper-V virtual machine, select Protect a server to a Hyper-V virtual machine, then click Next. The workflow will guide you through all the steps to protect the physical source server whose data and system state you will be protecting with a virtual target server. Selecting the source machine When you click Protect a server to Hyper-V virtual machine, the Choose Source Server window will appear. 4-2

15 Enter the following information for the source server: 1. Server Enter or select the DNS name or IP address of the physical or virtual source server that you want to protect. Or, click the Browse button to locate a server. a. In the Browse for Server window, browse through the server tree to locate a source server. b. After you have found the source server, select it, then click OK. In order to protect a source, the source must have no more than four NICs enabled. If you enter the fully-qualified domain name for the server, the Double-Take Console will resolve the entry to the server short name. This could result in name resolution issues for servers with the same short name that reside in two different domains. To avoid this, enter the IP address of the server. 2. User name Enter the user name for the account that will access the source server. The user account specified must have Double-Take Admin and local administrator privileges on the source server. If this is a domain user account, you may enter a fully-qualified user name. The fully-qualified user name must be in the format domain\username or username@domain. 3. Password Enter the password that is associated with the user account. 4. Double-Take Console port If you have changed the default port (6320) used by the Double-Take Console server, specify the port. 5. After all fields have been completed, click Next. A window will display the progress as the source server is authenticated. 4-3

16 Selecting volumes to protect Select the volumes you want to protect with the target virtual machine. By default, the system volume will be selected. You can specify the size of the selected volume on the replica virtual machine. 1. Select the checkbox next to the volume(s) to protect in the Volume table. 2. In the Storage Controller column, select the type of storage controller for the volume (IDE or SCSI). A maximum of three volumes can be attached to an IDE controller. If you are protecting more than three volumes on the source, you will need to install the Hyper-V integration components to acquire a SCSI device. Consult your Hyper-V documentation to determine how to install additional SCSI controllers. 3. If you want to change the size of the selected volume: a. Select the volume in the Volume table. b. Enter a value in the Size of the selected volume on the replica virtual machine field. The value entered must be equal to or greater than the Used Space on the source volume. c. Use the drop-down box to select whether the value is in MB or GB. d. After you have entered the size for the selected volume, click Update. e. Repeat steps a-d to configure the size of additional volumes on the replica virtual machine. 4-4

17 4. To enable the SCSI controller, mouse, and other services on the replica virtual machine, select Install Hyper-V integration components on the source server. This option will only install components on servers running Windows If your source is running Windows 2003, you will need to manually install integration components on the virtual machine after failover is complete. The controllers, mouse, and other services will not be available on the replica virtual machine until after integration components have been installed. 5. To exclude a path or folder from the protection, type the path to exclude in the Exclude these paths field, then click Add. 6. To remove a path from being excluded, select the path, then click Remove. 7. When you are finished selecting the data to protect, click Next. Selecting a target server Select the target Hyper-V server where the replica virtual machines will be hosted. 4-5

18 Enter the following information for the target server: 1. Server Enter or select the IP address or DNS name of the target server that will host the virtual replica machines. Or, click the Browse button to locate a server. a. In the Browse for server window, browse through the file tree to locate a target server. b. After you have found the target server, select it, then click OK. If you enter the fully-qualified domain name for the server, the Double-Take Console will resolve the entry to the server short name. This could result in name resolution issues for servers with the same short name that reside in two different domains. To avoid this, enter the IP address of the server. 2. User name Enter the user name for the account that will access the target host. The user account entered here must have administrative rights for Microsoft Hyper-V on that server, and be a member of the Double-Take Console administrators group. If this is a domain user account, you may enter a fully-qualified user name. The fully-qualified user name must be in the format domain\username or username@domain. 3. Password Enter the password that is associated with the user account. 4. Double-Take Console port If you have changed the default port (6320) used by the Double-Take Console server, specify the port. 5. After all fields have been completed, click Next. A window will display the progress. 4-6

19 Selecting the target volume Select the volume where you would like the replica virtual machine to be stored. The target volume must have enough free space to store the source data. By default, the replica virtual machine will be created in the HVRA_Replicas\<source host name or IP> folder. If you want to change the replica virtual machine path, enter it in the field. The chosen directory will be created on the root level of the selected volume. All virtual hard disks (VHDs) will be created in the same folder. If the folder already exists, you will have the option of re-using the existing VHDs. For more information, see Reusing virtual hard disks on page When you are finished, click Next. 4-7

20 Configuring the replica virtual machine Select the options that will configure the virtual machine that will stand in for the source server after failover. 1. Replica virtual machine display name Use the default replica virtual machine name, or enter a new name. 2. Number of processors Select the number of processors for the replica virtual machine. The Processors on the source server field displays the number of processors on the original source server. 3. Amount of memory Enter the amount of memory to use for the replica virtual machine. The Memory on the source server field displays the amount of memory (in MB) on the original source server. 4. Map source IP addresses to target virtual switches If there are multiple target networks, you can select the network on the target to use. 5. When you are finished configuring the replica virtual machine, click Next. 4-8

21 Setting protection options Configure the parameters for the protection job. 1. Compression Select the compression level (None, Low, Medium, or High) to use when sending data from the source to target server. 2. Send data to this target route Select the IP v4 or IP v6 address on the target server to which you want to send data from the source. 3. Limit Bandwidth You can specify a limit for the bandwidth to be used by source-to-target communications for this protection job. Select the Limit Bandwidth checkbox, then enter a value (in kilobits per second) that bandwidth cannot exceed. 4. Fail over automatically if the target server cannot contact the source server If you want the replica virtual machine to stand in for the source server when the source is inaccessible, select this checkbox. Automatic failover will not occur until after the initial mirror has completed. 5. Monitor these addresses on the source server Select the IP address(es) to monitor for automatic failover. 6. Monitoring interval (seconds) (Default = 5) Select how often the monitor will check the source machine availability. 7. Number of missed intervals that trigger failover (Default = 5) Select how many monitor replies can be missed before assuming the source machine has failed. 4-9

22 8. When you have finished setting protection options, click Next. The Protection Summary window will appear. 9. (Optional) If you want to change the name of the protection, click the Change button. The Change Name window will appear. Enter a new name for the protection, then click Save. 10. Review the protection options, then click Finish to initiate the protection process. After you click Finish, Double-Take creates the job. The Monitor Connections page will appear. 4-10

23 Failing over to the replica virtual machine Double-Take Console provides the ability to failover to a replica virtual machine in the event of a failure of the source machine. Source servers may be failed over in two different ways: Automatic Failover The application detects that a failover condition is met and automatically initiates the failover process. Manual Failover The user manually initiates the failover process by clicking the Failover button in the user interface. The type of failover for the job is selected during job creation. For more information, see Setting protection options on page 4-9. After the protection job completes the initial synchronization, failover will be enabled. To initiate failover, select the connection and click the Failover button on toolbar at the bottom of the Monitor Connections page. During the failover process, the following steps are initiated by Double-Take Console: 1. The Double-Take connection between the source machine and target Hyper-V host is disconnected. 2. If you are performing manual failover and the source can be contacted, the source machine is shut down. 3. The target virtual disk volumes are connected to the replica virtual machine. 4. The replica virtual machine is powered on. Because of the nature of physical-to-virtual failover process, failback to the original source is not possible. Reusing virtual hard disks Virtual hard disks (VHDs) created by a virtual recovery protection job can be re-used by Double-Take Console. This can be useful for pre-staging data on the target over a LAN connection, and then moving your target Hyper-V server to your remote disaster recovery site after the initial synchronization. When you re-use an existing VHD file, Double-Take Console performs a difference mirror instead of a full mirror. To reuse a VHD: 1. Create a protection job over the LAN connection. 2. Allow the job to complete the initial synchronization. 3. Delete the protection job. When prompted, choose the option to Keep and register the replica virtual machine. 4. From the Hyper-V manager, delete the replica virtual machine. Doing this will delete the virtual machine configuration but will keep the associated VHD files. 5. Shut down and move the Hyper-V target server to your remote disaster recovery site. 6. After the target server is online, create a new protection job for the same source server used in the original job. 7. During job creation, when you select the replica path, if a VHD file with the same name exists, Double-Take Console will display a prompt asking if you would like to re-use the existing VHD. Select Yes. 8. Double-Take Console will re-use the existing VHD files and perform a file difference mirror over the LAN. 4-11

24 Double-Take for Hyper-V: Protecting a Hyper-V Virtual Machine With Double-Take Console for Hyper-V, you can use the Double-Take Console to protect virtual machines running on the Microsoft Hyper-V platform. Double-Take Console replicates all of the files associated with the virtual machine for one Microsoft Hyper-V host to another. Double-Take for Hyper-V can be used to: Automate the discovery and protection of virtual machines. Map the source virtual switches for a virtual machine to the available virtual switches on the target Hyper-V host. Monitor IP addresses and perform a manual failover when a failover condition is met. Bring the replica virtual machine online with the network adapters disabled, allowing you to test the replica virtual machine while the source is still online. Supported configurations Your Double-Take for Hyper-V environment must conform to the following requirements. The source virtual machine be in its own home folder that is not shared by any other virtual machines. The source virtual machine cannot be created in the Hyper-V system default folder. The source virtual machine cannot be replicated into to Hyper-V system default folder on the target host. The replica virtual machine folder on the target must be unique to the replica virtual machine. The source virtual machine snapshot folder must be unique to the virtual machine, and it cannot be in the Hyper-V system default folder. The replica virtual machine snapshot folder cannot be the Hyper-V system default folder. The replica virtual machine cannot share a snapshot folder with any other virtual machines. After protection has been configured for a virtual machine, the location of the snapshot folder for that virtual machine cannot be changed. If the snapshot folder is changed, the protection job must be removed and re-created. If a protected virtual machine is renamed in the Hyper-V manager, the replica virtual machine will not be renamed. In order to pick up the name change, the protection job must be removed and re-created. Virtual machines cannot use raw, pass-through, or differencing disks. Clustered Hyper-V source and target environments are not supported. Double-Take for Hyper-V supports the following host protection configurations when protecting Hyper-V virtual machines: Many to One Virtual machines from multiple Hyper-V hosts can be protected on a single Hyper-V target host. One to One Virtual machines from a single Hyper-V host can be protected on a single Hyper-V target host. Many to Many The Double-Take Console can manage multiple Hyper-V source and target hosts, allowing you to protect virtual machines from multiple Hyper-V hosts on multiple Hyper-V targets. 5-1

25 The following host protection configuration is not supported by Double-Take for Hyper-V. Chained configurations Double-Take for Hyper-V will does not support protecting virtual machines to a target Hyper-V host, and then in turn protecting those virtual machines from the first target host to an additional target Hyper-V host. Starting the protection workflow From the Home screen, click the Get Started button. You will be taken to the Get Started screen. Depending on which Double-Take components you have installed, you may see additional tasks on this screen. To begin setting up protection for a Hyper-V machine, select Protect a Hyper-V virtual machine, then click Next. The workflow will guide you through all the steps to protect the Hyper-V source virtual server. Selecting the source machine When you click Protect a Hyper-V virtual machine, the Choose Source Server window will appear. 5-2

26 Enter the following information for the source server: 1. Server Enter the name or IP address of the Hyper-V server that hosts the virtual machine that you want to protect. Or, click the Browse button to locate a server. a. In the Browse for Server window, browse through the server tree to locate a source Hyper-V host server. b. After you have found the source server, select it, then click OK. If you enter the fully-qualified domain name for the server, the Double-Take Console will resolve the entry to the server short name. This could result in name resolution issues for servers with the same short name that reside in two different domains. To avoid this, enter the IP address of the server. 2. User name Enter the user name for the account that will access the source server. The user account entered here must have administrative rights for Microsoft Hyper-V on that server, and be a member of the Double-Take Console administrators group. 3. Password Enter the password that is associated with the user account. 4. Double-Take Console Port If you have changed the default port (6320) used by the Double-Take Console server, specify the port. 5. After all fields have been completed, click Next. A window will display the progress as the source server is authenticated. 5-3

27 Selecting a virtual machine The virtual machines that are found on the source server will be added to the list on the Choose Virtual Machine window. Select a virtual machine to protect from the list, then click Next. Guest operating system information for the virtual machine will only be shown if Microsoft Integration Services is installed on the virtual machine and the machine is powered on. Selecting a target server Select the target Hyper-V server where the replica virtual machine will be stored. 5-4

28 Enter the following information for the target server: 1. Server Enter the IP address or DNS name of the Hyper-V server that will be the target host. Or, click the Browse button to browse to locate a server. a. In the Browse for server window, browse through the file tree to select a target server. b. After you have found the target server, select it, then click OK. 2. User name Enter the user name for the account that will access the target host. The user account entered here must have administrative rights for Microsoft Hyper-V on that server, and be a member of the Double-Take Console administrators group. 3. Password Enter the password that is associated with the user account. 4. Double-Take Console Port If you have changed the default port (6320) used by the Double-Take Console server, specify the port. 5. After all fields have been completed, click Next. A window will display the progress. 5-5

29 Selecting the target volume Select the volume on the Hyper-V target where you would like the replica virtual machine to be stored. All of the source virtual hard disk (VHD) files will be created on the same target volume. By default, the replica virtual machine will be created in the DTHV_Replicas\<source host name or IP>\<virtual machine name> folder. If you want to change the replica virtual machine path, enter it in the field. The chosen directory will be created on the root level of the selected volume. When you are finished, click Next. Configuring the replica virtual machine Configure the virtual switches for the replica virtual machine. 1. Replica virtual machine display name Use the default replica virtual machine name, or enter a new name. 5-6

30 2. Map source virtual switches to target virtual switches If there are multiple target networks, you can select the network on the target to use. 3. When you are finished configuring the replica virtual machine, click Next. Double-Take Console will not update the virtual machine network settings on failover. Setting protection options Configure the parameters for the protection job. Compression and bandwidth limit settings will apply to all protections that use the same source-to-target route. 1. Compression Select the compression level (None, Low, Medium, or High) to use when sending data from the source to target server. 2. Send data to this target route Select the IP address on the target server to which you want to send data from the source. If your host is on multiple networks and has multiple addresses associated with those networks, you can choose to use an IP address other than the one you entered for the target in Selecting a target server on page Limit Bandwidth You can specify a limit for the bandwidth to be used by source-to-target communications for this protection job. Select the Limit Bandwidth checkbox, then enter a value (in kilobits per second) that bandwidth cannot exceed. 5-7

31 4. When you have finished setting protection options, click Next. The Protection Summary window will appear. 5. (Optional) If you want to change the name of the protection, click the Change button. The Change Name window will appear. Enter a new name for the protection, then click Save. 6. Review the protection options, then click Finish to initiate the protection process. When you click Finish, a message box will appear identifying the status of the protection check. 5-8

32 Virtual hard disks Double-Take for Hyper-V monitors the virtual disks of a protected virtual machine for changes to the disk layout. If a virtual hard disk (VHD) is added to the virtual machine, Double-Take for Hyper-V will update the protection job to include the new VHD. This will start a file difference mirror. If a VHD is removed from a protected VM, Double-Take for Hyper-V will correctly update the configuration of the replica VM to include the new disk layout. However, the VHD will not be removed from the protection job until it is deleted from the source machine, or the job is removed and re-created. Performing failover After the protection job completes the initial synchronization, failover will be enabled. To initiate failover, select the connection and click the Failover button on the Monitor Connections page. When you select the Failover button, the following dialog box appears. From here, you can select the type of failover to perform. Live failover Select this option to perform a live failover with network connectivity to the target replica virtual machine. Live failover will shut down the source virtual machine (if available), stop the protection job, and start the replica virtual machine with full network connectivity. Test failover Select this option to perform a test failover without network connectivity to the target replica virtual machine. Test failover will leave the source virtual machine online, suspend the protection job, and start the replica virtual machine on the target with no network connectivity. This feature allows you to periodically test the replica virtual machine to verify that it is working correctly. After you select the type of failover to perform, click Failover. Undoing failover Once a live or test failover has been performed, it is possible to undo the failover by clicking on the Undo Failover button. Undoing failover will do the following: 1. The replica virtual machine will be shut down 2. The source virtual machine will be restarted (if it was shutdown with a live failover) 3. The protection will be restarted (a file difference mirror will be performed) All changes made to the replica virtual machine while the job is in a failed over state will be lost when an Undo is performed. 5-9