Tintri Deployment Guide for VMware vcenter Site Recovery Manager 5.5

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1 DEPLOYMENT GUIDE Tintri Deployment Guide for VMware vcenter Site Recovery Manager 5.5 This guide describes how to view and create service groups, customize the replication snapshot schedule; and outlines the process for setting up a disaster recovery solution, specifically using VMware Site Recover Manager (SRM), and allowing a Tintri VMstore to be tightly integrated with SRM enabling Tintri customers with automation of their DR work flows. This procedure involves configuring VMstore and vcenter at a Primary site and Protection site. How this document is organized This guide covers the following sections: VMware vcenter Site Recovery Manager with Tintri VMstore Overview Navigating Service Groups Viewing service groups Creating a service group Customizing the replication snapshot schedule Creating an ODBC System DSN for SRM in the host you chose for the SRM Server Site Recovery Manager Server Installation Installing SRM Server Downloading and installing Tintri SRA Connecting the SRM Server Instances on the protected and recovery sites Configuring inventory mapping Creating Tintri SRA array managers Creating SRM protection groups from the Tintri service groups Creating SRM Recovery Plans Running Test Recovery and Cleanup Running Recovery and Reprotect Tintri Customer Service Online Support Web Portal: Phone Toll free: Tintri ( ), Option 2 Phone Local: , Option 2 International: Please visit for local numbers Rev. C

2 VMware vcenter Site Recovery Manager with Tintri VMstore Overview Legacy disaster recovery strategies that depend on manual procedures and complex run books to execute require highly specialized staff, large investments and complex coordination from several teams responsible for different layers of the data center infrastructure. VMware SRM, combined with Tintri VMstore, shields users from having to manage many of the steps required for traditional recovery. Tintri ReplicateVM provides the ability to configure replication at the virtual machine level. Setting up a recovery plan can be done in a matter of minutes, instead of weeks. Ongoing disaster recovery provisioning to new Virtual Machines (VMs) can be driven through predefined policies. Actual execution of testing, recovery and migration workflows is fully automated to eliminate operational complexity. Tintri ReplicateVM provides extremely WAN-efficient array based replication between Tintri VMstores. Tintri s Storage Replication Adapter (SRA) leverages the easy management and WAN-efficient replication capabilities of Tintri OS to provide SRM integrated DR workflows, resulting in an extraordinarily simple and quick setup, followed by minimal replication traffic between VMstores, saving bandwidth and time and therefore lowering TCO. The performance impact on each VMstore is also minimal, ultimately resulting in enabling an unobtrusive DR strategy with incredibly low TCO. Figure 1 SRM with Array-Based Replication (ABR) 2

3 Navigating Service Groups A service group, within VMstore, contains a group of virtual machines residing on the same VMstore subdirectory. Service groups in a Tintri VMstore correspond to a replicated device in the SRM (Site Recovery Manager). You must create a replication destination before creating a service group. When creating a service group, select your schedule, destination, and datastore to complete the replication configuration used by the VMs. Replication can then be established between two VMstores. To learn about setting up service groups, refer to: Downloading and installing Tintri SRA on page 7. Figure 2 Service groups tab. Viewing service groups The Service groups tab displays details for VMstore disaster recovery. Service group details include: Name. The name of the service group. VMs from. The source VMstore subdirectory. Replicated to. The destination VMstore subdirectory. RPO (Recovery Point Objective). The maximum tolerable period in which data might be lost from an IT service due to a major incident. State. The current failover state: primary, disabled primary, secondary and promoted secondary. VMs. The number of VMs within the service group. Schedules. The snapshot replication schedule associated with the service group. UUID. The Universally Unique Identifier of the service group. 3

4 Creating a service group Before creating a Tintri service group, first add the Tintri VMstore to the Primary site vcenter server, browse the newly added datastore and create a new subdirectory inside. This subdirectory is used for your service group. Create a datastore with the new subdirectory. Figure 3 Create a service group. Note: It is not possible to configure the top level /tintri datastore for SRM protection. VMs, subject to SRM protection, must exist within a subdirectory and be associated with a datastore that is joined with the corresponding subdirectory. To create a Tintri service group: 1. Click Create group... under the Service groups tab. 2. Enter a Name for the service group in the Create a new service group dialog. 3. Click All VMs on datastore and select the new, added datastore. If the added datastore is not displayed, select the VMs tab, then click Refresh. 4. Enter the proper service group name in the Destination folder field. 5. Select an RPO option: 1 hour. Set to schedule snapshot replication every hour. 1 day. Set, by default, to schedule snapshot replication once per day. Custom. Set to customize the snapshot replication schedule (see Customizing the replication snapshot schedule on page 5). 6. Click Save. Note: After creating a service group, check to see if the VMs have replicated to the destination folder. Not all VMs need to be fully replicated, but some snapshots should be available at this point. Some snapshots should be present on the destination before continuing with deploying the VMstore for VMware SRM protection. 4

5 Customizing the replication snapshot schedule You can customize the snapshot replication schedule for all VMs within the Service group. Figure 4 Customizing the replication snapshot schedule. To customize the snapshot schedule: 1. Select the RPO: Custom option. 2. Select and specify the Hourly and Daily options. 3. Specify the day/s the snapshots are to be taken and exceptions to exclude from scheduling. 4. Enter the amount of time the snapshots are to be kept on the local machine in the Keep fields. 5. Specify the Crash-consistent or VM-consistent options. Some hypervisors do not support VM-consistent snapshots. While VM-consistent snapshots speed up VM recovery, scheduling them too frequently will incur a large load on the hypervisor. 6. Click Create to save your preferences. Note: All configuration on the VMstore side is now complete. Ensure replication for VMs are working correctly, and VMs and snapshots are visible on the destination store. Creating an ODBC System DSN for SRM in the host you chose for the SRM Server You must provide SRM with a system database source name (DSN) for a 64-bit Open Database Connectivity (ODBC) connector in the Windows host you chose to install SRM Server on. 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. 5

6 Alternatively, you can create an ODBC system DSN by running the Windows ODBC Administrator tool during the SRM installation process. Note: If you use the embedded SRM database, the SRM installer creates the ODBC system DSN according to the information you provided during installation. If you uninstall the embedded database, the uninstaller does not remove the DSN from the embedded database. The DSN remains available for use with a future reinstallation of the embedded database. Prerequisite: You must create the database instance to connect to SRM. To create an ODBC system DSN for SRM: 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. Select the System DSN tab and click Add. 3. Select the appropriate ODBC driver for your database software and click Finish. 4. For SQL Server: Select SQL Server Native Client 10.0, SQL Server Native Client 11.0, or ODBC Driver 11 for SQL Server. You may need to install the SQL Server Native Client from the SQL Server distribution ISO in case it s not already installed in the Windows Host. 5. Create an SQL Server data source for the database. 6. For Oracle Server: Select Microsoft ODBC for Oracle. 7. Create an Oracle Server data source for the database. 8. Click Test Data Source to test the connection. 9. Click OK if the test succeeds. If the test does not succeed, check the configuration information and try again. 10. Click OK to exit the Windows ODBC Administrator tool. The ODBC driver for your database is ready to use. Site Recovery Manager Server Installation Pre-installation Checklist: Download the SRM installation file to a folder on the machine to install SRM. Verify that no reboot is pending on the Windows machine on which to install SRM Server and that no other installation is running, including the silent installation of Windows updates. Pending reboots or running installations can cause the installation of SRM Server or the embedded SRM database to fail. The user account that you use to install and run SRM must be a member of the local Administrators group. You can configure the SRM service to run under a specified user account. This account can be a local user or a domain user that is a member of the Administrators group on the machine on which you are installing SRM. If you are using certificate-based authentication, you must obtain the appropriate certificate file. You must use the same type of authentication on both sites. See Site Recovery Manager Authentication and Requirements When Using Trusted SSL Certificates with Site Recovery Manager. 6

7 If you are using certificate-based authentication, provide the certificate for the remote site to the vsphere Web Client service on each site. Verify that you have the following information: The fully qualified domain name (FQDN) or IP address of the site s vcenter Server instance. The 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. A user name and password for the SRM database, if you are not using the embedded database. If you use an SQL Server database with Integrated Windows Authentication as the Site Recovery Manager database, you must use the same user account or an account with the same privileges when you install Site Recovery Manager Server as you used when you created the Integrated Windows Authentication data source name (DSN) for SQL Server. Installing SRM Server The steps to Install SRM Server are outlined here: GUID-437E1B65-A17B-4B4B-BA5B-C667C90FA418.html After installing each SRM Server (in each site), you will need to also install the Tintri SRA in each site. Downloading and installing Tintri SRA The Tintri Storage Replication Adapter (SRA) plugin is a software package that implements to VMware SRA specifications. This software communicates with the Tintri VMstores to perform various storage operations required by SRM. Similar to all SRAs, the Tintri SRA needs to be installed on the physical or virtual machine hosting the SRM servers before any SRM operations can be performed on the Tintri VMstores. Tintri SRM integration is available via Tintri SRA available for download at Tintri support site and is supported for SRM 5.5 and later. To install VMware vcenter SRM, go to: Download VMware vcenter Site Recovery Manager and follow the instructions. Once SRM has been downloaded and installed, go to the Tintri Support Portal and download / install the Tintri SRA plugin. Note: Internet access is required during installation. Steps above must be performed on both primary and secondary SRM servers. More details regarding SRA deployment can be found in the SRM Installation and Configuration Guide. 7

8 Connecting the SRM Server Instances on the protected and recovery sites Before you can use SRM, you must connect the SRM Server instances on the protected and recovery sites (Details can be found at VMware vcenter Site Recovery Manager 5.5 Documentation Center). The sites must authenticate with each other. This is known as site pairing. This section describes setting up the peer vcenter server and mapping folders, data storage, and vcenter network. Figure 5 Setting up the sites. To set up the sites: 1. Login to the SRM Client Plugin. 2. Click on the site with (Local) in the site name. 3. Select the Sites view. 4. Click Configure Connection. 5. Enter the address and port for a remote server. 6. Click Next. Figure 6 Configuring the connection. 8

9 7. Enter the Username and Password for the remote vcenter server. 8. Click Next. Figure 7 Configuring the connection. 9. Once configuration is complete, click Finish. Figure 8 Configuring the connection. Configuring inventory mapping This section describes setting up inventory mappings for both sites for two-way protection. 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 re-apply mappings whenever necessary, for example when 9

10 you add new members to a group. This is done in three steps: Create resource mappings, create folder mappings and create network mappings. To set up inventory mappings: 1. Click on the site with (Local) in the site name. 2. Enter the User name and Password login credentials. 3. Click Ok. Figure 9 Setting up inventory mapping. Resource mappings In this step, you simply select the resources (e.g. a vsphere server) you want to map in the Protected Site, and then the equivalent resource in the Recovery site (e.g. a different vsphere server, located in the Recovery site). Mappings specified here will be used to determine the resources for protected virtual machines when they are recovered. To set up resource mappings: 1. Select the Resources Mappings tab. 2. Click the vcenter server under the Protected Site Resource and select the ESX host. 3. Click Configure Mapping. 4. Select the recovery site resource pool in the pop-up dialog. 10

11 5. Click Ok. Figure 10 Setting up inventory mapping. The ESX host is now mapped to the recovery site resource. Figure 11 Setting up inventory mapping. Note: Steps above must be performed on both primary and secondary SRM servers. More details regarding SRA deployment can be found in the SRM Installation and Configuration Guide. 11

12 Folder mappings Mappings specified here will be used to determine the location for protected virtual machines when they are recovered. To set up resource mappings: 1. Select the Folder Mappings tab. 2. Select any folders you need to map, or you can map Datacenter to Datacenter. In this example the Templates Folder was mapped. 3. Click Configure Mapping. 4. Select the recovery site folder in the pop-up dialog. 5. Click Ok. Figure 12 Setting up inventory mapping. The templates folder is now mapped to the recovery site resource. Figure 13 Setting up inventory mapping. Note: Steps above must be performed on both primary and secondary SRM servers. More details regarding SRA deployment can be found in the SRM Installation and Configuration Guide. 12

13 Network mappings This step allows you to map the virtual networks in the Protected Site to their equivalents in the Recovery Site. Mappings specified here will be used to determine the networks for protected virtual machines when they are recovered. To set up network mappings: 1. Select the Network Mappings tab. 2. Select the network under the Protected Site Resource. 3. Click Configure Mapping. 4. Select a network or dvport group in the pop-up dialog. 5. Click Ok. Figure 14 Setting up inventory mapping. The networks are now mapped to the recovery site resource. Figure 15 Setting up inventory mapping. Note: Steps above must be performed on both primary and secondary SRM servers. More details regarding SRA deployment can be found in the SRM Installation and Configuration Guide. 13

14 Placeholder datastores Placeholder datastores are required at both sites. These datastores are used by SRM to store small (approx. 1KB) VM placeholder files. Placeholder datastores can be shared by more than one host or cluster, but each host and cluster used for protecting or recovering VMs needs access to a placeholder datastore. To set up placeholder datastores: 1. Select the Placeholder Datastores tab. 2. Select the Datastore or Host/Cluster. 3. Click Configure Placeholder Datastore. 4. Select a Placeholder Datastore in the pop-up dialog. 5. Click Ok. Figure 16 Setting up placeholder datastores. Creating Tintri SRA array managers A pair of Tintri SRA array managers must be added in order for SRM to work with Tintri VMstores. Figure 17 Creating a Tintri SRA array manager. 14

15 To create an SRA array manager: 1. Select the Array Managers view. 2. Click on the site with (Local) in the site name. 3. Select the SRAs tab to confirm the SRA is available. If not, click Rescan SRAs. Figure 18 Creating a Tintri SRA array manager. 4. Right click on the local site and select Add array manager. 5. Enter the Display Name. 6. Click SRA Type and select the Tintri SRA option. 7. Click Next. 8. Enter the Admin IP address of VMstore, User name and Password. 9. Click Next. Figure 19 Creating a Tintri SRA array manager. 10. Repeat Steps 1 through 9 to create a secondary SRA manager. 15

16 Creating SRM protection groups from the Tintri service groups An SRM protection group on Tintri VMstores contains one or more protected devices. Each protected device corresponds to one Tintri service group. Figure 20 Creating an SRM protection group. To create a protection group on Tintri VMstores: 1. Select the Array Managers view. 2. Select the Devices tab to confirm service groups display as replicated devices. If not, click Refresh. 3. Select the Protection Groups view, right-click and select Add Protection Group. Make sure the array managers are selected. 4. Click Next. Figure 21 Creating an SRM protection group. Note: If, after the protection group has been added, you add more VMs to the service group, update the Protection Group to ensure the newly added VMs are protected by SRM. 16

17 5. Select the list of service groups to be included in the Protection Group. 6. Click Next. Figure 22 Creating an SRM Protection Group. 7. Enter a Protection Group Name and Description (optional). 8. Click Next. Figure 23 Creating an SRM protection group. 9. Review Protection Group information and click Finish. 17

18 Creating SRM Recovery Plans An SRM Recovery Plan contains a group of Protection Groups. Users can perform Test, Cleanup, Planned Migration and Disaster Recovery. Figure 24 Creating an SRM recovery plan. To create a recovery plan: 1. Select the Recovery Plan view. 2. Right-click on All Recovery Plans and select the site you want to create recovery plans on. 3. Click Next. 4. Select the list of protection groups to be included in this recovery plan. 5. Click Next. Figure 25 Creating an SRM recovery plan. 18

19 6. Select the network to be used for test recovery. 7. Click Next. Figure 26 Creating an SRM recovery plan. 8. Enter in a Name for the recovery plan. 9. Click Next. 10. Review the recovery plan information and click Finish. Running Test Recovery and Cleanup You can perform a dry run of an actual recovery by running a Test operation. A test has no effect on the production system running on the primary site. A Cleanup cleans the secondary site after a test, and restores the secondary site to its original state before the test operation. For more information on these steps, refer to SRM documentation. Figure 27 Running test recovery cleanup. 19

20 When using SRM, the Failover or Test Failover functions can fail if the VMs in the Service group have not yet fully replicated to the destination. Prior to testing a recovery plan, examine the Service group on the destination. Ensure that VMs which should be present in the group actually are present. If a VM should be present but is not, check its replication status on the replication source and ensure it is up to date. To perform a test on a recovery plan: 1. Select the Recovery Steps tab. 2. Select a recovery plan. 3. Click Test. Figure 28 Running test recovery. After test is complete, the Cleanup button is enabled. 4. Click Cleanup. Figure 29 Running cleanup. Note: A test recovery does not actually fail over the VMs to the Recovery site. It does synchronize the replicas and then enables (powers up) the VMs in the Recovery Site, within a test (isolated) network. It does not disable the VMs in the Protected site and yields full control to the VMs in the Recovery Site. Yielding full control would mean that the Recovery Site VMs would now be the Primaries connected to the production network and the authoritative copy. In a test run the Protected Site still has the authoritative copy of the VMs. When the test ends and SRM cleans up, it simply shuts down the Recovery VMs and overwrites with a new replica from the Protected site. In an actual failover/failback scenario, the VMs in the Recovery site have to be replicated back to the Protected site before they are brought up. 20

21 Running Recovery and Reprotect SRM Recovery can recover the virtual machines in a Protection group. Recovery is destructive and cannot be undone. Virtual Machines that have been recovered are up and running at the Protection (Backup) site. Reprotect involves reversing the direction of replication and moving the VMs back to the original Protected (Primary) site. Figure 30 Running recovery. When using SRM, the Failover or Test Failover functions can fail if the VMs in the Service group have not yet fully replicated to the destination. Prior to invoking a recovery, examine the Service group on the destination. Ensure that VMs which should be present in the group actually are present. If a VM should be present but is not, check its replication status on the replication source and ensure it is up to date. To perform a recovery: 1. Select the Recovery Steps tab. 2. Select the recovery plan. 3. Click Recovery. After recovery is complete, the Reprotect button is enabled. Figure 31 Running recovery. Note: During a planned migration scenario, in which the Protected site VMstore is up and running, SRM will instruct the Protected site VMstore to create a series of snapshots during the failover process. Snapshots will be identified as being Sync-created. These snapshots exist to initiate replication of any unreplicated VM data at the time of the migration. These snapshots are always created as Crash-consistent, even if the VM is configured for VM-consistent snaphots. This should not matter in practice, as 21

22 the VM will have been powered down at the time the second of these snapshots is created. Additionally, a manual type snapshot will also be created on the Protected site VMstore. This snapshot exists to allow for efficient Reprotect, if ever executed in the future. If no Reprotect is planned, this snapshot can be manually deleted. 4. Click Reprotect to start the failback process. Figure 32 Running the failback process. Note: After a sequence of Failover/Reprotect/Failover/Reprotect operations, in which the VMs in a Service group have moved to the Protection Site and then back to the original Protected Site, the directory containing the VMs will be different from the original Service group/datastore directory. In particular, a sequence number (e.g..1 ) will have been appended to the directory s name. The original directory will be left unmodified; the old copies of the VMs will not have been automatically deleted by the system. This is intentional, in case these older VM s are needed. When you are satisifed that the older copies of the VMs are no longer needed, the older directory can be removed. Note: Was this document helpful? Click Documentation Feedback and let us know. Tintri, the Tintri logo, Tintri VMstore, and FlashFirst are trademarks or registered trademarks of Tintri, Inc. All other trademarks or service marks are the property of their respective holders and are hereby acknowledged Tintri, Inc. All rights reserved. 303 Ravendale Dr., Mt. View CA

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