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VMware Site Recovery Manager:

Install, Configure, Manage


Lab Manual
Site Recovery Manager 6.1

VMware Education Services


VMware, Inc.
www.vmware.com/education

VMware Site Recovery Manager: Install, Configure, Manage


Site Recovery Manager 6.1
Part Number EDU-EN-SRMICM61-LAB
Lab Manual
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Technical review: GS Khalsa, Evelyn Baymon-Boyd, Jeff Hunter, Garth Miller
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TA B L E

OF

C ONTENTS

Lab 1: Installing the Production Site Recovery Manager Components . . . . . . . . . . . . . . . . . . . . . . . 1


Lab 2: Configuring Inventory Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Lab 3: Configuring Datastores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Lab 4: Deploying and Configuring vSphere Replication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Lab 5: Configuring vSphere Replication for Virtual Machines . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Lab 6: Building a Protection Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Lab 7: Creating and Modifying a Recovery Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Lab 8: (Optional) Using the dr-ip-customizer Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Lab 9: Testing and Executing a Recovery Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Lab 10: Reprotecting and Failing Back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

VMware Site Recovery Manager: Install, Configure, Manage

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iv

VMware Site Recovery Manager: Install, Configure, Manage

Lab 1

Installing the Production Site Recovery


Manager Components
Objective: Install the Site Recovery Manager software
and prepare other components for upcoming labs
In this lab, you will perform the following tasks:
1. Access Your Lab Server System
2. Verify That the vCenter Server Services and Platform Services Controller Services are Running
3. Verify the Production vCenter Server Inventory
4. Configure a Virtual Machine Port Group
5. Install the Site Recovery Manager Software on the Production Site
6. Verify That the Site Recovery Manager Server Service Has Started
7. Pair the Production Site with the Recovery Site
8. Verify Site Pairing for the Production and Recovery Sites

The steps in this lab are already performed on the recovery VMware vCenter Server. You use the
recovery vCenter Server system for testing, planned migrations, and recovery.

Lab 1 Installing the Production Site Recovery Manager Components

Task 1: Access Your Lab Server System


You log in to your vCenter Server system that is used to perform the lab exercises.
Use the following information from the class configuration handout:
Production vCenter Server system FQDN
Student desktop login user name
Standard lab password
1. Start a remote connection application to connect to the lab environment.

Your instructor will provide details about how to access your student desktop system in the lab
environment.
2. Use your student desktop user name and the standard lab password to log in to your Production

vCenter Server system.

Task 2: Verify That the vCenter Server Services and Platform Services
Controller Services are Running
You use the Service Control command-line tool to verify that the vCenter Server services and
VMware Platform Services Controller services are running.
1. From your vCenter Server desktop, click the Command Prompt icon on the taskbar.
2. At the command prompt, enter F:.
3. At the command prompt, enter cd "Program Files\VMware\vCenter Server\bin".
4. Enter service-control --status.
5. Verify that the State for service for the vpxd, vmware-psc-client, and vspherewebclientsvc

services is RUNNING.
6. If the status of one of these services is STOPPED, then start the service.

Enter service-control --start vpxd to start the vpxd service.


Enter service-control --start vmware-psc-client to start the vmware-pscclient service.
Enter service-control --start vspherewebclientsvc to start the
vspherewebclientsvc service.
7. Verify that the State for service for the vpxd, vmware-psc-client, and vspherewebclientsvc

services is RUNNING.
8. Close the Command Prompt window.

Lab 1 Installing the Production Site Recovery Manager Components

Task 3: Verify the Production vCenter Server Inventory


You verify that the Production vCenter Server inventory is configured properly. You use the
inventory objects to configure the VMware Site Recovery Manager software.
Use the following information from the class configuration handout:
vCenter Server system login user name
Standard lab password
1. On the student desktop, double-click the Production vCenter shortcut icon.

The VMware vSphere Web Client window appears.


2. Maximize the Internet Explorer window.
3. On the vSphere Web Client login page, enter the vCenter Server system login user name and the

standard lab password.


4. Click Login.
5. In the center pane, select Hosts and Clusters.
6. In the Navigator pane, expand the Production vCenter Server inventory.

The following objects must exist in the inventory:


A data center named Production
A VMware ESXi host named esxiprod.vclass.local
Resource pools named Protected Services and vSphere Replication
Resource pools in the Protected Services resource pool named Protected Application
Servers, Protected Database Servers, and Protected Web Servers
Configured virtual machines: appsvr01 in the Protected Application Servers resource pool,
dbsvr01 in the Protected Database Servers resource pool, and websvr01 in the Protected
Web Servers resource pool

Lab 1 Installing the Production Site Recovery Manager Components

7. Verify that appsvr01, dbsvr01, and websvr01 are powered off.


8. In the Navigator pane, click the VMs and Templates icon.
9. Expand the Production vCenter Server inventory and verify that the SRM Protected
Services and vSphere Replication VMs folders exist in the inventory.
10. Verify that the virtual machines are located in the SRM Protected Services folder.

Task 4: Configure a Virtual Machine Port Group


You configure a virtual machine port group to be used by VMware vSphere Replication. This
task was already performed on the recovery data center.
Use the following information from the class configuration handout:
Virtual switch for your production network
1. At the top of vSphere Web Client, click the Home icon and select Host and Clusters from the

drop-down menu.
2. Select esxiprod.vclass.local in the inventory.
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Lab 1 Installing the Production Site Recovery Manager Components

3. In the center pane, click the Manage tab.

4. Click the Networking tab.


5. Under Virtual switches, click the Add host networking icon.

6. On the Select connection type page of the Add Networking wizard, select the Virtual Machine

Port Group for a Standard Switch check box and click Next.
7. On the Select target device page, verify that Select an existing standard switch is clicked.
8. Verify that the Select an existing standard switch text box contains the name of the virtual

switch for your production network.


9. If the Select an existing standard switch text box does not contain the correct information,

update the information.


a. Click Browse.
b. Select the correct virtual switch and click OK.
c. Click Next.
10. On the Connection settings page, enter the network label HBR-Net and click Next.

HBR stands for Host-based Replication and this connection will be used for vSphere
Replication.
11. On the Ready to complete page, click Finish.
12. Close Internet Explorer to exit vSphere Web Client.

Task 5: Install the Site Recovery Manager Software on the Production


Site
You install the Site Recovery Manager software on the Production vCenter Server system.
Use the following information from the class configuration handout:
Installation software location
Installer name
Setup language
Installation folder location
Production vCenter Server system FQDN
Lab 1 Installing the Production Site Recovery Manager Components

vCenter Server system login user name


Standard lab password
Email address
Production vCenter Server system IP address
1. Navigate to the location of the installation software for Production Site Recovery Manager.
2. Double-click the installer name.
3. In the Site Recovery Manager installation wizard, select the setup language and click OK.
4. On the Welcome page of the Site Recovery Manager installation wizard, click Next.
5. On the VMware Patents page, click Next.
6. On the License Agreement page, click I agree to the terms in the license agreement and click

Next.
7. On the Installation Pre-requisites page, click Next.
8. On the Destination Folder page, click Change.
9. In the Folder name text box, enter your installation folder location information.
10. Click OK.
11. Click Next.
12. On the Platform Services Controller page, enter the Production vCenter Server system fully

qualified domain name (FQDN) in the Address text box.


You must not change the default value in the HTTPS Port text box. The default value is 443.
13. Enter the vCenter Server system login user name.
14. Enter the standard lab password.
15. Click Next.
16. On the VMware vCenter Server page, verify that the vCenter Server address that appears in the

drop-down menu matches the Production vCenter Server system FQDN.


17. Click Next.
18. On the Site Recovery Manager Extension page, enter the Production vCenter Server system

FQDN in the Local Site Name text box.


19. In the Administrator E-mail text box, enter the email address.

Lab 1 Installing the Production Site Recovery Manager Components

20. In the Local Host drop-down menu, select the Production vCenter Server system IP address.

You must select the correct IP address. You can ask your instructor if you are not sure.
You must not change the default value in the Listener Port text box. The default value is 9086.
21. Click Next.
22. On the Site Recovery Manager Plug-in ID page, verify that Default Site Recovery Manager

Plug-in identifier is selected.


23. Click Next.
24. On the Certificate Type page, verify that Automatically generate a certificate is selected.
25. Click Next.
26. On the Generate Certificate page, enter VMware in the Organization text box.
27. In the Organization Unit text box, enter VMware.
28. Click Next.
29. On the Database Server Selection page, select Use the embedded database server.
30. Click Next.
31. On the Embedded Database Configuration page, configure the database.

Option

Action

Data Source Name

Enter production in the text box.

Database User Name

Enter administrator in the text box.

Database Password

Enter vmware in the text box.

You must not change the Database Port text box value from the default value of 5678. You
must not change the Connection Count text box value from the default value of 5. You must
also not change the Max. Connections text box value from the default value of 20.
32. Click Next.
33. On the Site Recovery Manager Service Account Page, verify that the default Use Local System

account check box is selected and click Next.


34. On the Ready to Install the Program page, click Install.
35. When the installation is complete, click Finish to exit the installation wizard.

Lab 1 Installing the Production Site Recovery Manager Components

Task 6: Verify That the Site Recovery Manager Server Service Has
Started
You verify that the Site Recovery Manager server service has started to show that the Site Recovery
Manager software installed successfully.
Use the following information from the class configuration handout:
Production vCenter Server system FQDN
vCenter Server system login user name
Standard lab password
1. From your Site Recovery Manager server desktop, click the Start button select Administrative

Tools.
The Administrative Tools window opens.
2. Double-click Services.
3. Find VMware vCenter Site Recovery Manager Server in the Name column.
4. Verify that the Status column shows Running.
5. Find VMware vCenter Site Recovery Manager Embedded Database in the Name column.
6. Ensure that the Status column shows Running.
7. Close the Services window.
8. Close the Administrative Tools window.
9. Double-click the Production vCenter shortcut icon on the student desktop.

The vSphere Web Client Internet Explorer window opens.


10. Maximize the vSphere Web Client Internet Explorer window.
11. Use the vCenter Server system login user name and the standard lab password to log in to

vSphere Web Client.


12. In the center pane, verify that Site Recovery appears under Inventories on the Home tab.

13. Leave the browser window open for the next task.
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Lab 1 Installing the Production Site Recovery Manager Components

Task 7: Pair the Production Site with the Recovery Site


You configure a connection between the production and recovery sites. The Site Recovery Manager
software is preinstalled on the recovery site
Use the following information from the class configuration handout:
vCenter Server system login user name
Standard lab password
Recovery vCenter Server system FQDN
1. In vSphere Web Client, click the Home icon and select Site Recovery from the drop-down

menu.

2. In the Navigator pane, click Sites.


3. In the Navigator pane, click production.vclass.local.
4. In the Guide to configuring SRM panel in the center pane, select 1. Pair sites.

You might need to unpin the Recent Tasks pane to view the entire center pane.
5. In the Pair Site Recovery Manager Servers dialog box, enter your Recovery vCenter Server

system FQDN in the PSC address text box.


You must not change the default value of 443 in the port text box.
6. Click Next.
7. In the Select vCenter Service pane, enter your vCenter Server system login user name and the

standard lab password.


8. Click Finish.

Lab 1 Installing the Production Site Recovery Manager Components

9. In the Security Alert warnings dialog box, click Yes to connect.

You must click Yes twice for each prompt to accept the certificates.
10. Leave the browser window open for the next task.

Task 8: Verify Site Pairing for the Production and Recovery Sites
You verify that the site pairing is complete.
1. In the center pane, scroll down to reveal the Paired Site panel.
2. Under Paired Site, verify that the recovery site is listed to the right of the Name field.
3. Verify that the statuses of the Client and Server connections appear as Connected.

4. In the Navigator pane, select recovery.vclass.local.


5. In the Paired Site pane, verify that the production site is listed to the right of the Name field.
6. Verify that the statuses of the Client and Server connections appear as Connected.
7. Leave vSphere Web Client open for the next lab.

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Lab 1 Installing the Production Site Recovery Manager Components

Lab 2

Configuring Inventory Mappings


Objective: Configure inventory mappings between the
protected site and the recovery site in Site Recovery
Manager
In this lab, you will perform the following tasks:
1. Access Your Lab Server System
2. Configure Resource Mappings on the Production Site
3. Configure Folder Mappings on the Production Site
4. Configure Network Mappings

Task 1: Access Your Lab Server System


You log in to your VMware vCenter Server system that is used to perform the lab exercises.
Use the following information from the class configuration handout:
Production vCenter Server system FQDN
Student desktop login user name
Standard lab password
1. If you are already logged in to your student desktop, go to task 2.
2. Ask your instructor how to access your vCenter Server system.

For example, your instructor might ask you to use Remote Desktop Connection with the vCenter
Server system fully qualified domain name (FQDN) to access your vCenter Server system.
Lab 2 Configuring Inventory Mappings

11

3. Log in to your Production vCenter Server system with your student desktop login user name

and the standard lab password.


4. Double-click the Production vCenter shortcut icon on your desktop.
5. Use the vCenter Server system login user name and the standard lab password to log in to

VMware vSphere Web Client.

Task 2: Configure Resource Mappings on the Production Site


You configure resources that virtual machines use when they fail over to the recovery site.
Use the following information from the class configuration handout:
Production vCenter Server system FQDN
vCenter Server system login user name
Standard lab password
1. In vSphere Web Client, click the Home icon and select Site Recovery from the drop-down

menu.
2. In the Navigator pane, click Sites.
3. In the Navigator pane, click production.vclass.local.
4. Click the Summary tab.
5. Under Guide to configuring SRM, select 2.1 Create resource mappings.

6. In the Create Resource Mapping dialog box, expand the production site and the VMware

ESXi host.
7. Select the Protected Services resource pool check box.
8. Expand the recovery site and the ESXi host.
9. Select the Recovered Services resource pool.
10. Click Add mappings.
11. On the production site, expand Protected Services.
12. Select the Protected Application Servers resource pool check box.
13. On the recovery site, expand Recovered Services.
14. Select the Recovered Application Servers resource pool.
15. Click Add mappings.
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Lab 2 Configuring Inventory Mappings

16. Under Protected Services on the production site, select the Protected Database Servers

resource pool check box.


17. Under Recovered Services on the recovery site, select the Recovered Database Servers

resource pool.

18. Click Add mappings.


19. Under Protected Services on the production site, select the Protected Web Servers resource

pool check box.


20. Under Recovered Services on the recovery site, select the Recovered Web Servers resource

pool.
21. Click Add mappings.
22. Click Next.
23. On the Prepare reverse mappings page, click Finish.
24. Click the Manage tab.
25. Click the Resource Mappings tab.
26. Verify that the new resource mappings appear correctly

Task 3: Configure Folder Mappings on the Production Site


You configure the folder that virtual machines use when they fail over to the recovery site.
1. Click the Summary tab.
2. Under Guide to configuring SRM, select 2.2 Create folder mappings.

3. In the Create Folder Mapping dialog box, click Prepare mappings manually.
4. Click Next.
Lab 2 Configuring Inventory Mappings

13

5. Expand the production site.


6. Select the SRM Protected Services folder check box.
7. Expand the recovery site.
8. Select the SRM Recovered Services folder.
9. Click Add mappings.
10. Click Next.
11. On the Prepare reverse mappings page, click Finish.
12. Click the Manage tab.
13. Click the Folder Mappings tab.
14. Verify that the new folder mappings appear correctly.

Task 4: Configure Network Mappings


You configure networks that virtual machines use when they fail over to the recovery site.
1. Click the Summary tab.
2. Under Guide to configuring SRM, select 2.3 Create network mappings.

3. In the Create Network Mapping dialog box, click Prepare mappings manually.
4. Click Next.
5. In the Create Network Mapping dialog box, expand the production site.
6. On the production site, select the Prod-Net port group.
7. Expand the recovery site.
8. On the recovery site, select the Prod-Net port group.
9. Click Add mappings.
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Lab 2 Configuring Inventory Mappings

10. On the production site, select the HBR-Net port group.


11. On the recovery site, select the HBR-Net port group.
12. Click Add mappings.
13. On the production site, select the Internal port group.

14. On the recovery site, select the Internal port group.


15. Click Add mappings.
16. Click Next.
17. On the Select test networks page, click Next.
18. On the Prepare reverse mappings page, click Finish.
19. Click the Manage tab.
20. Click the Network Mappings tab.
21. Verify that the new network mappings appear correctly.

Lab 2 Configuring Inventory Mappings

15

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Lab 2 Configuring Inventory Mappings

Lab 3
3

Configuring Datastores
Objective: Configure inventory mappings between the
protected site and the recovery site in Site Recovery
Manager
In this lab, you will perform the following tasks:
1. Access Your Lab Server System
2. Create Placeholder Datastores on the Recovery Site for Recovery
3. Create a Placeholder Datastore on the Production Site for Failback
4. Build Recovery Datastores

Task 1: Access Your Lab Server System


You log in to your VMware vCenter Server system that is used to perform the lab exercises.
Use the following information from the class configuration handout:
Production vCenter Server system FQDN
Student desktop login user name
vCenter Server system login user name
Standard lab password

Lab 3 Configuring Datastores

17

1. If you are already logged in to your student desktop, go to task 2.


2. Ask your instructor how to access your vCenter Server system.

For example, your instructor might ask you to use Remote Desktop Connection with the
vCenter Server system fully qualified domain name (FQDN) to access your vCenter Server
system.
3. Log in to your Production vCenter Server system with your student desktop login user name

and the standard lab password.


4. Double-click the Production vCenter shortcut icon on your desktop.
5. Use the vCenter Server system login user name and standard lab password to log in to VMware

vSphere Web Client.

Task 2: Create Placeholder Datastores on the Recovery Site for


Recovery
You configure a placeholder datastore in VMware Site Recovery Manager after you create it in
VMware vSphere. You create the placeholder datastore on the recovery site.
Use the following information from the class configuration handout:
Storage type
Storage LUN for placeholder virtual machines
1. In vSphere Web Client, click the Home icon and select Storage from the drop-down menu.
2. In the Navigator pane, expand the recovery.vclass.local vCenter Server.
3. In the Navigator pane, right-click the Recovery data center and select Storage > New

Datastore.
4. On the Location page of the New Datastore wizard, click Next.
5. On the Type page, select the VMFS storage type and click Next.
6. On the Name and device selection page, enter RecoveryPlaceholder in the Name text box.
7. From the Select a host to view its accessible disks/LUNs drop-down menu, select

esxirec.vclass.local.
8. Select the storage LUN for placeholder virtual machines and click Next.
9. On the Partition configuration page, click Next.
10. On the Ready to complete page, click Finish.

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Lab 3 Configuring Datastores

11. In the Recent Tasks pane, verify that the Create VMFS datastore task completes with a status of

Completed.
You might need to click Recent Tasks at the bottom-left of vSphere Web Client to view the
Recent Tasks pane if it is minimized.
12. In the Navigator pane, expand the Recovery data center and verify that the

RecoveryPlaceholder datastore exists.


13. In vSphere Web Client, click the Home icon and select Site Recovery from the drop-down

menu.

14. In the Navigator pane, select Sites.


15. In the Navigator pane, select recovery.vclass.local.
16. Click the Summary tab.
17. Under Guide to configuring SRM, select 3. Configure placeholder datastore.

You might need to minimize the Recent Tasks pane to view the Guide to configuring SRM
panel.
18. In the Configure Placeholder Datastore dialog box, select the RecoveryPlaceholder datastore

and click OK.


19. Click the Manage tab.
20. Click the Placeholder Datastores tab.
21. Verify that the placeholder is created.

Task 3: Create a Placeholder Datastore on the Production Site for


Failback
You configure a placeholder datastore in Site Recovery Manager for future failback operations after
you create it in vSphere. You create the placeholder datastore on the production site.
Use the following information from the class configuration handout:
Storage type
Storage LUN for placeholder virtual machines
1. In vSphere Web Client, click the Home icon and select Storage from the drop-down menu.
2. In the Navigator pane, expand the production.vclass.local vCenter Server.
3. In the Navigator pane, right-click the Production data center and select Storage > New

Datastore.
4. On the Location page of the New Datastore wizard, click Next.
Lab 3 Configuring Datastores

19

5. On the Type page, select the VMFS storage type and click Next.
6. On the Name and device selection page, enter FailbackPlaceholder in the Name text box.
7. From the Select a host to view its accessible disks/LUNs drop-down menu, select

esxiprod.vclass.local.
8. Select the storage LUN for placeholder virtual machines and click Next.
9. On the Partition configuration page, click Next.
10. On the Ready to complete page, click Finish.
11. In the Recent Tasks pane, verify that the Create VMFS datastore task completes with a status of

Completed.
You might need to click Recent Tasks at the bottom-left of vSphere Web Client to view the
Recent Tasks pane if it is minimized.
12. In the Navigator pane, expand the Production data center and verify that the

FailbackPlaceholder datastore exists.


You might need to refresh the Web page by clicking the refresh icon at the top of vSphere Web
Client.
13. In vSphere Web Client, click the Home icon and select Site Recovery from the drop-down

menu.
14. In the Navigator pane, select Sites.
15. In the Navigator pane, select production.vclass.local.
16. Click the Summary tab.
17. Under Guide to configuring SRM, select 3. Configure placeholder datastore.

You might need to minimize the Recent Tasks pane to view the Guide to configuring SRM
panel.
18. In the Configure Placeholder Datastore dialog box, select the FailbackPlaceholder datastore

and click OK.


19. Click the Manage tab.
20. Click the Placeholder Datastores tab.
21. Verify that the placeholder is created.

You might need to refresh the Web page by clicking the refresh icon at the top of vSphere Web
Client.

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Lab 3 Configuring Datastores

Task 4: Build Recovery Datastores


You configure a recovery datastore in Site Recovery Manager for future failover operations after
you create it in vSphere. You create the recovery datastore on the recovery site.
Use the following information from the class configuration handout:
Storage type
LUN for single virtual machine replication
LUN for multiple virtual machine replication

1. In vSphere Web Client, click the Home icon and select Storage.
2. In the Navigator pane, expand the recovery.vclass.local vCenter Server.
3. In the Navigator pane, right-click the recovery data center and select Storage > New Datastore.
4. On the Location page of the New Datastore wizard, click Next.
5. On the Type page, select the VMFS storage type and click Next.
6. On the Name and device selection page, enter HighPriorityVMs in the Name text box.
7. Select esxirec.vclass.local from the Select a host to view its accessible disks/LUNs drop-

down menu.
8. Select the storage LUN for single virtual machine replication and click Next.
9. On the Partition configuration page, click Next.
10. On the Ready to complete page, click Finish.
11. Verify that the new datastore appears in the inventory.

You might need to refresh the Web page by clicking the refresh icon at the top of vSphere Web
Client.
12. In the Navigator pane, right-click the recovery data center and select Storage > New Datastore.
13. On the Location page of the New Datastore wizard, click Next.
14. On the Type page, select the storage type and click Next.
15. On the Name and device selection page, enter Recovery-VMFS in the Name text box.
16. Select esxirec.vclass.local from the Select a host to view its accessible disks/LUNs drop-

down menu.
17. Select the storage LUN for multiple virtual machine replication and click Next.
18. On the Partition configuration page, click Next.
19. On the Ready to complete page, click Finish.
Lab 3 Configuring Datastores

21

20. Verify that the new datastore appears in the inventory.

You might need to refresh the Web page by clicking the refresh icon at the top of vSphere Web
Client.
21. Leave vSphere Web Client open for the next lab.

22

Lab 3 Configuring Datastores

Lab 4

Deploying and Configuring vSphere


Replication
4

Objective: Deploy and configure the vSphere Replication


components to operate with Site Recovery Manager
In this lab, you will perform the following tasks:
1. Access Your Lab Server System
2. Configure the Production vCenter Server Managed IP Address
3. Deploy a vSphere Replication Management Appliance to the Production Site
4. Register the vSphere Replication Appliance with vCenter Single Sign-On
5. (Optional) Deploy a vSphere Replication Server to the Recovery Site
6. (Optional) Register the vSphere Replication Server on the Recovery Site
7. Configure a vSphere Replication Connection

Except for pairing VMware vSphere Replication management appliances, all other steps in this
lab are already performed on the recovery site.

Lab 4 Deploying and Configuring vSphere Replication

23

Task 1: Access Your Lab Server System


You log in to your VMware vCenter Server system that is used to perform the lab exercises.
Use the following information from the class configuration handout:
Production vCenter Server system FQDN
Student desktop login user name
vCenter Server system login user name
Standard lab password
1. If you are already logged in to your student desktop, go to task 2.
2. Ask your instructor how to access your vCenter Server system.

For example, your instructor might ask you to use Remote Desktop Connection with the vCenter
Server system fully qualified domain name (FQDN) to access your vCenter Server system.
3. Log in to your Production vCenter Server system with your student desktop login user name

and the standard lab password


4. Double-click the Production vCenter shortcut icon on your desktop.
5. Use the vCenter Server system login user name and standard lab password to log in to VMware

vSphere Web Client.

Task 2: Configure the Production vCenter Server Managed IP Address


You configure the vCenter Server managed IP address for proper operation of vCenter Extension
vService. vCenter Extension vService is used by the vSphere Replication appliance and the vSphere
Replication server.
Use the following information from the class configuration handout:
Production vCenter Server system IP address
1. In vSphere Web Client, click the Home icon and select vCenter Inventory Lists.
2. In the Navigator pane, select vCenter Servers.
3. In the Navigator pane, select the production.vclass.local vCenter Server.
4. In the center pane, click the Manage tab.
5. In the vCenter Server Settings - General page, click Edit.
6. In the Edit vCenter Server Settings dialog box, select Runtime settings.
7. Set the vCenter Server managed address to the Production vCenter Server system IP address.

You do not need to reboot the vCenter Server system.


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Lab 4 Deploying and Configuring vSphere Replication

8. Click OK.
9. Leave vSphere Web Client open for the next task.

Task 3: Deploy a vSphere Replication Management Appliance to the


Production Site
You deploy the vSphere Replication appliance on the Production VMware ESXi host. The
vSphere Replication management appliance is already deployed on the recovery site.
Use the following information from the class configuration handout:
Installation software location
vSphere Replication appliance OVF file
vSphere Replication appliance FQDN

vSphere Replication appliance datastore


vSphere Replication appliance password
vSphere Replication appliance IP address
vSphere Replication appliance netmask
vSphere Replication appliance gateway address
vSphere Replication appliance DNS servers
NTP server IP address
1. In vSphere Web Client, click the Home icon and select Hosts and Clusters.
2. Expand production.vclass.local.
3. Expand Production.

The production ESXi host esxiprod.vclass.local appears.


4. Expand esxiprod.vclass.local.
5. In the Navigator pane, right-click vSphere Replication and select Deploy OVF Template.
6. On the Select source page of the Deploy OVF Template wizard, click Local File.
7. Click Browse and navigate to the installation software location.

The Open file dialog box might be minimized in the taskbar. You can maximize the window by
clicking it in the taskbar.
8. Select the vSphere Replication appliance OVF file and click Open.
9. Click Next.
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25

10. On the Review details page, click Next.


11. On the Accept License Agreements page, click Accept and click Next.
12. On the Select name and folder page, enter the vSphere Replication appliance FQDN in the

Name text box.


You must ensure that you have changed the name of the machine.
13. In the Select a folder or datacenter pane, expand the inventory and select the vSphere

Replication VMs folder.


14. Click Next.
15. On the Select configuration page, select 2vCPU from the Configuration drop-down menu and

click Next.
16. From the Select virtual disk format drop-down menu, select Thin Provision.

You must verify that Thin Provision is selected. Otherwise you might encounter issues in later
labs.
17. On the Select storage page, select the vSphere Replication appliance datastore
18. Click Next.
19. On the Setup networks page, select HBR-Net from the Destination drop-down menu if it is not

already selected.
20. Select Static - Manual from the IP allocation drop-down menu.
21. In the Destination:HBR-Net - Protocol settings dialog box, enter the vSphere Replication

appliance DNS servers in the DNS servers text box.


22. In the Gateway text box, enter the vSphere Replication appliance gateway address.
23. In the Netmask text box, enter the vSphere Replication appliance netmask address and click Next.
24. Under Application on the Customize template page, enter the vSphere Replication appliance

password in the Enter password text box and the Confirm password text box.
25. In the NTP Servers text box, enter the NTP server IP address.
26. Expand Networking Properties.
27. In the Management Network IP Address text box, enter the vSphere Replication appliance IP

address.
NOTE

In this step, you must provide the IP address of the vSphere Replication appliance, not the
vCenter Server IP address. Failure to provide the correct IP address might result in
redeployment of the appliance.
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Lab 4 Deploying and Configuring vSphere Replication

28. Click Next.


29. On the vService bindings page, click Next.
30. On the Ready to complete page, select the Power on after deployment check box and click

Finish.
31. Click the Monitor tab.
32. Click the Tasks tab.
33. Under the Task Name field, monitor the progress of the deployment operation.

The appliance takes approximately 5 minutes to boot and start all of its services.

Task 4: Register the vSphere Replication Appliance with vCenter


Single Sign-On

Use the following information from the class configuration handout:


vSphere Replication appliance user name
vSphere Replication appliance password
Production vCenter Server system FQDN
vCenter Server system login user name
Standard lab password
1. In vSphere Web Client, click the Home icon and select vSphere Replication from the drop-

down menu.
2. In the center pane, click the Home tab.

It might take 10 to 15 seconds for the statuses of the vSphere Replication appliances to refresh.
The production.vclass.local appliance reports a configuration issue.
3. In the center pane, select production.vclass.local.
4. On the Home tab, click the Configure link.

A new browser tab opens.


5. If a certificate warning appears, click Continue to this website (not recommended).
6. On the vSphere Replication Appliance (VAMI) page, enter the vSphere Replication appliance

user name and password.


Lab 4 Deploying and Configuring vSphere Replication

27

You use the Virtual Appliance Management Interface (VAMI) to register the endpoint and the
certificate of the vSphere Replication management server with the vCenter Lookup Service, and also
to register the vSphere Replication solution user with the VMware vCenter Single Sign-On
administration server.

7. Click Login.

You are logged in to the vSphere Replication appliance.


8. Click the System tab.
9. Click Time Zone.
10. In the System Time Zone drop-down menu, select US/Pacific.
11. Under Actions, click Save Settings.
12. Click the VR tab.
13. Click Configuration.
14. In the Startup Configuration window, verify that the LookupService Address text box matches

the Production vCenter Server system FQDN.


15. Verify that the SSO administrator text box matches the vCenter Server System login user name.
16. In the Password text box, enter the standard lab password.

You might need to scroll down to view this text box.


17. Under Actions, click Save and Restart Service.
18. In the Confirm SSL Certificate dialog box, click Accept.

The vSphere Replication appliance service takes approximately 2 minutes to start.


Configuration is complete when the Successfully saved the configuration message appears.
19. Under Service Status, verify that the VRM service status is running.
20. In the top-right corner of vSphere Web Client, click the Logout user root link.
21. Close the vSphere Replication Appliance tab.
22. In vSphere Web Client, click the Refresh icon.

It might take approximately 2 minutes for the status to change.


23. Verify that the status of vSphere Replication for the production.vclass.local vCenter Server

appears as Enabled (OK).

24. If the status does not appear as Enabled (OK), consult your instructor.

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Lab 4 Deploying and Configuring vSphere Replication

Task 5: (Optional) Deploy a vSphere Replication Server to the


Recovery Site
You deploy an additional vSphere Replication server on the recovery site to load balance replication
tasks. Minimal virtual machines are replicated in the labs. The vSphere Replication management
appliance that you deployed in the previous task can replicate up to 200 machines without an
additional vSphere Replication server.
Use the following information from the class configuration handout:
Installation software location
vSphere Replication server OVF file
vSphere Replication server FQDN
vSphere Replication server datastore

vSphere Replication server password


vSphere Replication server IP address
vSphere Replication server netmask
vSphere Replication server gateway address
vSphere Replication server DNS servers
1. Click the Home icon and select vSphere Replication from the drop-down menu.
2. In the vCenter Server column, select recovery.vclass.local.

The status of the vSphere Replication appliance might take a few seconds to refresh.
3. On the Home tab of the vSphere Replication window, click Manage.
4. Click the vSphere Replication tab.
5. Select the Replication Servers link.
6. Click the Deploy new vSphere Replication server from an OVF template icon.

This icon might not display correctly on some versions of VMware Site Recovery Manager.
7. On the Select source page of the Deploy OVF Template wizard, click Local File.

Lab 4 Deploying and Configuring vSphere Replication

29

8. Click Browse and navigate to the installation software location.

The Open file dialog box might be minimized in the taskbar. You can click it in the taskbar to
maximize it.
9. Select the vSphere Replication server OVF file and click Open.
10. Click Next.
11. On the Review details page, click Next.
12. On the Select name and folder page, enter the vSphere Replication server FQDN in the Name

text box.
You must ensure that you changed the name of the machine.
13. In the Select a folder or datacenter dialog box, expand the inventory to select the vSphere

Replication VMs folder and click Next.


14. On the Select a resource page, expand esxirec.vclass.local to select the vSphere Replication

resource pool and click Next.


15. From the Select virtual disk format drop-down menu, select Thin Provision.

You must verify that Thin Provision is selected. Otherwise you might encounter issues in later
labs.
16. On the Select storage page, select the vSphere Replication server datastore.
17. Click Next.
18. On the Setup networks page, verify that Management Network is set to HBR-Net.
19. From the IP allocation drop-down menu, select Static - Manual.
20. Under Destination:HBR-Net - Protocol settings, verify that the DNS servers text box contains

the IP address of the vSphere Replication server DNS servers.


21. In the Gateway text box, verify that the gateway is the vSphere Replication server gateway

address.
22. In the Netmask text box, verify that the netmask is the vSphere Replication server netmask

address.
23. Click Next.
24. Under Application on the Customize template page, enter the vSphere Replication server

password in the Enter password text box and Confirm password text box.
25. In the NTP Servers text box, enter the NTP Server IP address.
26. Expand Networking Properties.

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Lab 4 Deploying and Configuring vSphere Replication

27. In the Management Network IP Address text box, enter the vSphere Replication server IP

address.
NOTE

You must provide the IP address of the vSphere Replication server, not the vCenter Server IP
address.
28. Click Next.
29. On the Ready to complete page, select Power on after deployment and click Finish.
30. Click the Monitor tab.
31. Click the Tasks link.

You must monitor the progress of the deployment operation until it completes. Your vSphere
Replication server does not yet appear in the vSphere Replication panel because you must
register the server.
32. Click the Home icon and select VMs and Templates.
33. Verify that your vSphere Replication server was created and booted successfully.

You might need to wait for 5 minutes and refresh vSphere Web Client before the virtual
machine appears.
a. In the Navigator pane, expand recovery.vclass.local > Recovery > vSphere Replication

VMs.
b. Select your vSphere Replication server.

The vSphere Replication server appliance that you deployed should be present in the
vSphere Replication VMs folder.

c. In the center pane, click the Summary tab and verify that your vSphere Replication server

is powered on.

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31

d. In the center pane, verify that the VMware Tools status is Running.

If the VMware Tools status is Running, the server has booted successfully.

Task 6: (Optional) Register the vSphere Replication Server on the


Recovery Site
You register your vSphere Replication server appliance with the vCenter Server system at the
recovery site.
Use the following information from the class configuration handout:
vSphere Replication server FQDN
1. Click the Home icon and select vSphere Replication from the drop-down menu.
2. On the Home tab of the vSphere Replication window, click recovery.vclass.local.
NOTE

You must not click the name because that opens vCenter Server. You must click only the
appropriate row on the vCenter list to select it.
3. On the Home tab of the vSphere Replication window, click Manage.
4. Click the vSphere Replication tab.
5. Select Replication Servers.
6. Click the Register a virtual machine as a vSphere Replication Server icon.

7. In the Register vSphere Replication Server dialog box, expand the recovery data center.
8. Expand the vSphere Replication VMs folder.
9. Select your vSphere Replication server FQDN.
10. Click OK.
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Lab 4 Deploying and Configuring vSphere Replication

11. On the vSphere Replication tab, verify that your vSphere Replication server appears.

12. Log out of vSphere Web Client.


13. Leave the browser window open for the next task.

Task 7: Configure a vSphere Replication Connection


You configure a connection between the vSphere Replication appliances at each site.

Use the following information from the class configuration handout:


vCenter Server System login user name
Standard lab password
Recovery vCenter Server system FQDN
1. Use the vCenter Server System login user name and the standard lab password to log in to

vSphere Web Client.


NOTE

You must log out and log back in to ensure that the changes made to vSphere Replication
correctly take effect.
2. In vSphere Web Client, click the Home icon and select vSphere Replication from the drop-

down menu.
3. In the center pane of the vSphere Replication window, select production.vclass.local.

4. On the Home tab of the vSphere Replication window, click Manage.


5. Click the vSphere Replication tab.
6. At the top of the center pane, select Actions > All vSphere Replication Actions > Connect to

Target Site to open the Connect to Target Site dialog box.


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33

7. Select Connect to a remote site.


8. Enter the Recovery vCenter Server system FQDN in the Platform Services Controller

address of the remote site text box.


9. Log in using the vCenter Server System login user name and standard lab password.
10. Under Select a vCenter Server to connect to, select recovery.vclass.local.

You must ensure that recovery.vclass.local is selected.


11. Click OK.
12. Click the Target Sites link.
NOTE

The connection process might take a minute to complete.


13. Monitor the progress of the configuration task in the Recent Tasks pane.

The Recent Tasks pane might be minimized at the bottom-left corner of vSphere Web Client.
You must click the Recent Tasks link to maximize the window.
You might also need to click Refresh.

14. Click the Home icon and select vCenter Inventory Lists from the drop-down menu.
15. In the Navigator pane, expand Resources and select vCenter Servers.
16. Under vCenter Servers, select the production.vclass.local vCenter Server system.
17. Click the Summary tab.
18. Under vSphere Replication on the Summary tab, verify that Target sites shows that one site is

connected.

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Lab 4 Deploying and Configuring vSphere Replication

19. Expand Target Sites to verify that recovery.vclass.local appears as Connected.

20. Reconnect the recovery site if it has a status of Not Connected or Not Authenticated.
a. Click the Manage tab.
b. Click the vSphere Replication tab.
c. Under Replication Servers, right-click your vSphere Replication appliance and select

Reconnect.

21. Leave vSphere Web Client open for the next lab.

Lab 4 Deploying and Configuring vSphere Replication

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Lab 4 Deploying and Configuring vSphere Replication

Lab 5

Configuring vSphere Replication for


Virtual Machines

Objective: Configure vSphere Replication to replicate


virtual machines to mapped datastores
In this lab, you will perform the following tasks:
1. Access Your Lab Server System
2. Configure Replication for a Single Virtual Machine
3. Configure Replication for Multiple Virtual Machines

Task 1: Access Your Lab Server System


You log in to your VMware vCenter Server system that is used to perform the lab exercises.
Use the following information from the class configuration handout:
Production vCenter Server system FQDN
Student desktop login user name
vCenter Server system login user name
Standard lab password
1. If you are already logged in to your student desktop, go to task 2.
2. Ask your instructor how to access your vCenter Server system.

For example, your instructor might ask you to use Remote Desktop Connection with the vCenter
Server system fully qualified domain name (FQDN) to access your vCenter Server system.
Lab 5 Configuring vSphere Replication for Virtual Machines

37

3. Log in to your Production vCenter Server system with your student desktop login user name

and the standard lab password.


4. Double-click the Production vCenter shortcut icon on your desktop.
5. Use the vCenter Server system login user name and standard lab password to log in to VMware

vSphere Web Client.

Task 2: Configure Replication for a Single Virtual Machine


You configure replication for your database server virtual machine.
1. In vSphere Web Client, click the Home icon and select Hosts and Clusters from the drop-

down menu.
2. In the Navigator pane, expand production.vclass.local > Production > esxiprod.vclass.local >

Protected Services > Protected Database Servers.


3. Right-click your database server virtual machine dbsvr01 and select All vSphere Replication

Actions > Configure Replication.


4. On the Replication type page, click Next.
5. On the Target site page, select the recovery site recovery.vclass.local and click Next.
6. On the Replication Server page, click Next.
7. On the Target location page, click the Edit link.
8. On the Select Target Location page, select the HighPriorityVMs datastore.
9. Click OK.
10. On the Target Location page, ensure that the Target VM location appears as [HighPriorityVMs]

and click Next.


11. On the Replication options page, click Next.
12. On the Recovery settings page, move the Recovery Point Objective (RPO) slider to 15

minutes.
13. Click Next.
14. On the Ready to complete page, click Finish.
15. Monitor the progress of the configuration task in the Recent Tasks pane.

The Recent Tasks pane might be minimized at the bottom-left corner of vSphere Web Client.
Clicking the Recent Tasks link maximizes the window.
16. Right-click your dbsvr01 database server virtual machine and select Power > Power On.
17. In the Navigator pane, select dbsvr01.
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Lab 5 Configuring vSphere Replication for Virtual Machines

18. In the center pane, click the Summary tab.

If the yellow highlighted Answer a question message appears, select I copied it.
19. Verify that dbsvr01 is powered on.
20. Verify that the status of VMware Tools is Running.

The status of VMware Tools might take a few seconds to refresh after power on.
21. Click the Home icon and select vSphere Replication from the drop-down menu.
22. In the center pane, select production.vclass.local.
23. In the Home pane, click the Monitor icon.
24. Select Outgoing Replications.
25. Monitor the Status column and wait until the replication status changes to OK.
26. In the Target Location column, verify that the target location of the replicated virtual machine is

recovery.vclass.local.

Task 3: Configure Replication for Multiple Virtual Machines

You configure the replication of your application server and Web server virtual machines.
1. Click the Home icon and select VMs and Templates from the drop-down menu.
2. In the Navigator pane, expand production.vclass.local > Production.
3. In the Navigator pane, select the SRM Protected Services folder.
4. In the center pane, click the Related Objects tab.
5. Click the Virtual Machines tab.
6. Click the State column heading to sort the virtual machines by state.
7. Select your appsvr01 application server.
8. Ctrl+click the websvr01 Web server virtual machine.

Both appsvr01 and websvr01 are selected.


9. Right-click websvr01 and select All vSphere Replication Actions > Configure Replication.
10. In the Configure Replication warning dialog box, select Yes to start the Configure Replication

for 2 Virtual Machines wizard.


11. On the Validation page, click Next.
12. On the Replication type page, click Next.
13. On the Target site page, select the recovery.vclass.local.
Lab 5 Configuring vSphere Replication for Virtual Machines

39

14. Click Next.


15. On the Replication server page, click Select vSphere Replication server.
NOTE

If you did not deploy and register the VMware vSphere Replication server to the recovery
site in the previous lab, you can go to step 17.
You do not need to change the vSphere Replication server in this lab. However, by doing so,
you offload additional replications for load balancing purposes to the vSphere Replication
server.
16. Select the VRSprod.vclass.local vSphere Replication server.
17. Click Next.
18. On the Target location page, select the Edit for all link.
19. Select the Recovery-VMFS datastore.
20. Click OK.
21. On the Target Location page, verify that the Target VM location for both the websvr01 and

appsvr01 virtual machines is listed as [Recovery-VMFS] and click Next.


22. On the Replication options page, click Next.
23. On the Recovery settings page, move the Recovery Point Objective (RPO) slider to 30

minutes.
24. Click Next.
25. On the Ready to complete page, click Finish.
26. Click the Monitor tab.
27. Click Tasks.
28. Monitor the progress of the configuration task until it is completed.
29. In the center pane, click the Summary tab

The virtual machines appsvr01 and websvr01 have a Replication Status of Not Active because
they are not powered on.
30. In the Navigator pane, expand SRM Protected Services.
31. In the Navigator pane, right-click appsvr01 and select Power > Power On.

If the yellow highlighted Answer a question message appears, select I copied it.
32. Verify that appsvr01 is powered on.

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Lab 5 Configuring vSphere Replication for Virtual Machines

33. In the Navigator pane, right-click websvr01 and select Power > Power On.

If the yellow highlighted Answer a question message appears, select I copied it.
Verify that websvr01 is powered on.
34. In the Navigator pane, select appsvr01.
35. Verify that the status of VMware Tools is shown as Running.
36. Click the Home icon and select vSphere Replication from the drop-down menu.
37. In the center pane, select production.vclass.local.
38. Click the Monitor icon.
39. Click vSphere Replication.
40. In the Outgoing Replications list, monitor the replication operations until the status changes to

OK.

You might need to click Refresh to view the latest status.


41. Leave vSphere Web Client open for the next lab.

Lab 5 Configuring vSphere Replication for Virtual Machines

41

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Lab 5 Configuring vSphere Replication for Virtual Machines

Lab 6

Building a Protection Group


Objective: Build a protection group
In this lab, you will perform the following tasks:
1. Access Your Lab Server System
2. Create a Protection Group for an Individual Virtual Machine
3. Create a Storage Policy Protection Group

4. Create and Assign a Storage Policy to a Virtual Machine by Using Storage tags
5. (Optional) Create a Storage Policy Protection Group
6. Edit a Protection Group

Task 1: Access Your Lab Server System


You log in to your VMware vCenter Server system that is used to perform the lab exercises.
Use the following information from the class configuration handout:
Production vCenter Server system FQDN
Student desktop login user name
vCenter Server system login user name
Standard lab password

Lab 6 Building a Protection Group

43

1. If you are already logged in to your student desktop, go to task 2.


2. Ask your instructor how to access your vCenter Server system.

For example, your instructor might ask you to use Remote Desktop Connection with the vCenter
Server system fully qualified domain name (FQDN) to access your vCenter Server system.
3. Log in to your Production vCenter Server system with your student desktop login user name

and the standard lab password.


4. Double-click the Production vCenter shortcut icon on your desktop.
5. Use the vCenter Server system login user name and standard lab password to log in to the

VMware vSphere Web Client.

Task 2: Create a Protection Group for an Individual Virtual Machine


You configure a protection group for your database server virtual machine.
1. In vSphere Web Client, click the Home icon and select Site Recovery from the drop-down menu.
2. In the Navigator pane, click Sites.
3. In the Navigator pane, select the production.vclass.local production site.
4. Click the Summary tab.
5. In the center pane, scroll down to reveal the Guide to configuring SRM pane and click the 5.

Create a protection group link.


6. On the Name and location page of the Create Protection Group wizard, enter Protect

database server in the Name text box.


7. In the Location list, select recovery.vclass.local - production.vclass.local.
8. Click Next.
9. On the Protection group type page, select production.vclass.local -> recovery.vclass.local

under Direction of protection.


10. On the Protection group type page, select Individual VMs (vSphere Replication) under

Protection group type.


11. Click Next.
12. On the Virtual machines page, select the dbsvr01 database server check box.
13. Click Next.
14. On the Ready to complete page, click Finish.
15. Click the Related Objects tab.
16. Click the Protection Groups tab.
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Lab 6 Building a Protection Group

17. In the Navigator pane, select the recovery.vclass.local recovery site.


18. In the Protection Groups panel, verify that your protection group is created.
19. Click the Home icon and select VMs and Templates from the drop-down menu.
20. In the Navigator pane, expand recovery.vclass.local > Recovery > SRM Recovered Services.
21. Verify that a placeholder virtual machine for dbsvr01 exists.

Task 3: Create a Storage Policy Protection Group


You create a tag and assign it to a datastore that contains the application, database, and Web server
virtual machines as part of the prerequisite steps to create a storage policy protection group (SPPG).
1. In vSphere Web Client, click the Home icon and select Tags from the drop-down menu.
2. In the center pane, click the Items tab.
3. In the center pane, click the New tag icon.

4. On the New Tag page, enter SPPG-VMs in the Name text box.
5. In the Description text box, enter Datastores containing SPPG VMs.
6. Select New Category from the Category drop-down menu.
7. In the Category Name text box, enter Prod-SPPG-VMs.
8. Deselect the All objects check box.

The Associable Objects Types options become available.


9. In Associable Object Types, select Datastore.
10. Under Tag, enter Datastores containing SPPG VMs in the Description text box.
11. Click OK.
12. In the center pane, verify that the new tag is created.
13. Click the Categories tab.
14. In the center pane, verify that the new tag is created.
Lab 6 Building a Protection Group

45

15. Click the Home icon and select Storage from the drop-down menu.
16. In the Navigator pane, expand production.vclass.local > Production.
17. Click the esxiProdLocal1 datastore.
18. Click the Related Objects tab.
19. Click the Virtual Machines tab.
20. Verify that the application, database, and Web server virtual machines are located in this datastore.
21. In the Navigator pane, right-click esxiProdLocal1 and select Tags > Assign Tag.
22. On the esxiProdLocal1 - Assign Tag page, select SPPG-VMs under Tag Name.
23. Click Assign.
24. Click the Summary tab.
25. In the center pane, expand the Tags pane.

You must verify that the assigned tag is SPPG-VMs and the category is Prod-SPPG-VMs.
26. Leave vSphere Web Client open for the next task.

Task 4: Create and Assign a Storage Policy to a Virtual Machine by


Using Storage tags
You create and assign a storage policy to a datastore by using storage tags as part of the prerequisite
steps to create a SPPG.
1. In vSphere Web Client, click Home and select Policies and Profiles from the drop-down menu.
2. In the Navigator pane, click the VM Storage Policies icon.
3. Under the Objects tab in the center pane, click the Create a new VM storage Policy icon.

The Create New VM Storage Policy wizard appears.


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Lab 6 Building a Protection Group

4. On the Name and description page, enter SPPG VM Storage Policy in the Name text box.
5. In the Description text box, enter VM policy for SPPGs in SRM.
6. Click Next.
7. On the Rule-Sets page, click Next.
8. On the Rule-Set 1 page, click Add tag-based rule.
9. From the Categories drop-down menu, select Prod-SPPG-VMs.

The SPPG-VMs tag appears.


10. Select the SPPG-VMs check box.
11. Click OK.
12. Click Next.
13. On the Storage compatibility page, click Next.
14. On the Ready to complete page, click Finish.
15. On the Objects tab, verify that the VM Storage Policy SPPG VM storage policy is listed.
16. Click the Home icon and select VMs and Templates from the drop-down menu.
17. In the Navigator pane, expand production.vclass.local > Production > SRM Protected Services.
18. Right-click the appsvr01 application server virtual machine and select VM Policies > Edit VM

Storage Policies.
19. On the appsvr01: Manage VM Storage Policies page, select SPPG VM Storage Policy from

the VM storage policy drop-down menu.


20. Click Apply to all.
21. Click OK.
22. In the Navigator pane, click appsvr01.
23. Click the Manage tab.
24. Click the Policies tab.
25. Verify that the listed virtual machine objects match the VM Storage Policy SPPG VM storage

policy and the compliance status is listed as Compliant.


26. Leave vSphere Web Client open for the next task.

Lab 6 Building a Protection Group

47

Task 5: (Optional) Create a Storage Policy Protection Group


You create an SPPG using the storage policy created in the previous task. You apply an SPPG to
virtual machines and delete the SPPG.
1. In vSphere Web Client, click the Home icon and select Site Recovery from the drop-down

menu.
2. In the Navigator pane, click Protection Groups under Inventories.
3. Click the Objects tab.
4. On the Objects tab, click the Create Protection Group icon.

5. On the Create Protection Group page, enter Prod-SPPG in the Name text box.
6. In the Location list, select recovery.vclass.local - production.vclass.local.
7. Click Next.
8. On the Protection group type page, select production.vclass.local > recovery.vclass.local

under Direction of Protection.


9. Under Protection group type, select Storage policies (array-based replication).
10. Click Next.
11. On the Storage Policies page, select SPPG VM Storage Policy.
12. Click Next.
13. Click Finish.
NOTE

An SPPG is created with an amber warning symbol. The lab infrastructure does not use arraybased replication. So you cannot replicate the virtual machines from the production site to the
recovery site.
14. In the center pane, double-click the Prod-SPPG protection group.
15. Click the Related Objects tab.
16. Click the Storage Policies tab.
17. Validate that this storage policy is the same policy created in task 4.
18. Click the Virtual Machines tab.
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Lab 6 Building a Protection Group

19. Validate that appsvr01 is the same virtual machine to which you applied SPPG VM Storage

Policy to in task 4.
NOTE

A red issue icon is displayed on the virtual machine because protection is not configured for the
virtual machine. The lab infrastructure does not use array-based replication. So you cannot
replicate the virtual machines from the production site to the recovery site.
20. In the Navigator pane, right-click Prod-SPPG and select Delete Protection Group.
21. In the Delete Protection Group warning dialog box, click Yes.
22. Verify that the only protection group listed is the Protect database server protection group.
23. Leave vSphere Web Client open for the next task.

Task 6: Edit a Protection Group


You edit the protection group created in task 1 by adding two virtual machines. You also rename the
protection group.
1. In vSphere Web Client, click the Home icon and select Site Recovery from the drop-down

menu.
2. In the Navigator pane, click Sites.
3. In the Navigator pane, select the production.vclass.local production site.

4. Click the Related Objects tab


5. Click the Protection Groups tab.
6. Right-click the Protect database server protection group and select Edit Protection Group.
7. On the Name and location page of the Edit Protection Group wizard, enter Protect 3-tier

applications in the Name text box.


8. Click Next.
9. On the Protection group type page, click Next.
10. On the Virtual machines page, select the appsvr01 application server virtual machine and the

websvr01 Web server virtual machine.


11. Click Next.
12. On the Ready to complete page, click Next.
13. On the Apply changes page, wait for the operations to complete and click Finish.
14. Verify that the task completes and that your renamed protection group appears in the Protection

Groups panel.
Lab 6 Building a Protection Group

49

15. Click the Home icon and select VMs and Templates from the drop-down menu.
16. In the Navigator pane, expand recovery.vclass.local > Recovery > SRM Recovered Services.
17. Verify that the placeholder virtual machines for your application server and Web server exist.

18. Leave vSphere Web Client open for the next lab.

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Lab 6 Building a Protection Group

Lab 7

Creating and Modifying a Recovery Plan


Objective: Create and modify a recovery plan to fail over
virtual machines in a protection group
In this lab, you will perform the following tasks:
1. Access Your Lab Server System
2. Create a Recovery Plan
3. Configure Virtual Machine Recovery Properties
4. Create a Site Recovery Manager Alarm

Task 1: Access Your Lab Server System

You log in to your VMware vCenter Server system that is used to perform the lab exercises.
Use the following information from the class configuration handout:
Production vCenter Server system FQDN
Student desktop login user name
vCenter Server system login user name
Standard lab password
1. If you are already logged in to your student desktop, go to task 2.
2. Ask your instructor how to access your vCenter Server system.

For example, your instructor might ask you to use Remote Desktop Connection with the vCenter
Server system fully qualified domain name (FQDN) to access your vCenter Server system.
Lab 7 Creating and Modifying a Recovery Plan

51

3. Log in to your Production vCenter Server system with your student desktop login user name

and the standard lab password.


4. Double-click the Production vCenter shortcut icon on your desktop.
5. Use the vCenter Server system login user name and standard lab password to log in to the

VMware vSphere Web Client.

Task 2: Create a Recovery Plan


You configure a recovery plan for a three-tier application.
Use the following information from the class configuration handout:
Recovery test network
1. In vSphere Web Client, click the Home icon and select Site Recovery.
2. In the Navigator pane, click Sites.
3. In the Navigator pane, select the production site production.vclass.local.
4. Click the Summary tab.
5. Under Guide to configuring SRM, select 6. Create a recovery plan.

You might need to scroll down to reveal the pane.


6. On the Name and location page of the Create Recovery Plan wizard, enter Recover 3-tier

applications in the Name text box.


7. In the Location list, select recovery.vclass.local - production.vclass.local.
8. Click Next.
9. On the Recovery site page, select recovery.vclass.local.
10. Click Next.
11. On the Protection groups page, select the Protect 3-tier applications check box.
12. Click Next.
13. On the Test networks page, double-click Auto on the rows for Internal, Prod-Net, and VM

Network Recovery Network and select Internal from each drop-down menu.
You must not change this value for the HBR-Net row.

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Lab 7 Creating and Modifying a Recovery Plan

14. Click Next.


15. On the Ready to complete page, click Finish.
16. Click the Related Objects tab.
17. On the Related Objects tab, click Recovery Plans.
18. Verify that the recovery plan appears on the Recovery Plans tab.

Task 3: Configure Virtual Machine Recovery Properties


You modify the default virtual machine recovery properties and place virtual machines in different
priority groups. You also assign a virtual machine dependency.
1. In the Recovery Plans panel, click the Recover 3-tier applications link.

The Summary tab of the recovery plan opens.


2. In the center pane, click the Related Objects tab.
3. Click the Virtual Machines tab.
4. Select the dbsvr01 database server in the list of virtual machines and click the Configure

Recovery icon.

5. In the VM Recovery Properties - dbsvr01 dialog box, select 1 (will be started first) from the

Priority Group drop-down menu.


6. Click OK.
7. Select your appsvr01 application server in the list of virtual machines and click the Change the

VM Recovery Settings icon.


8. In the VM Recovery Properties - appsvr01 dialog box, select 2 from the Priority Group drop-

down menu.
9. Click OK.
10. Select your websvr01 Web server in the list of virtual machines and click the Change the VM

Recovery Settings icon.


Lab 7 Creating and Modifying a Recovery Plan

53

11. In the VM Recovery Properties - websvr01 dialog box, select 2 from the Priority Group drop-

down menu.
12. In the VM Recovery Properties - websvr01 dialog box, expand VM Dependencies.
13. In the VM Dependencies pane, click Configure.
14. In the Configure VM Dependencies - websvr01 dialog box, select the appsvr01 check box and

click OK.
15. In the VM Recovery Properties - websvr01 dialog box, click OK.
16. On the Virtual Machines tab of the recovery plan, verify that the priorities and dependencies

are set properly.


a. Verify that dbsvr01 has priority 1.
b. Verify that appsvr01 has priority 2.
c. Verify that websvr01 has priority 2.
d. Verify that websvr01 has appsvr01 set as dependency.

You might need to scroll right to see the dependencies. You can drag and rearrange the columns
to view more information.

Task 4: Create a Site Recovery Manager Alarm


You create a VMware Site Recovery Manager alarm definition. The alarm sends an email
notification when a recovery plan test begins.
Use the following information from the class configuration handout:
Email address for alarm
1. Click the Home icon and select vCenter Inventory Lists from the drop-down menu.
2. In the Navigator pane, select vCenter Servers.
3. In the Navigator pane, click the production.vclass.local vCenter Server.
4. In the center pane, click the Manage tab.
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Lab 7 Creating and Modifying a Recovery Plan

5. Click the Alarm Definitions tab.


6. In the Alarm Definitions pane, click the + sign to add a definition.
7. On the General page of the New Alarm Definition wizard, enter Recovery Plan test in

the Alarm Name text box.


8. In the Description text box, enter This alarm triggers and sends email when

SRM testing is in progress.


9. In the Monitor drop-down menu, select vCenter Server.
10. Click Next.
11. On the Triggers page, click the + sign under Trigger if ANY of the following events occur.
12. Click Added license and enter Recovery to see the options.
13. Select the Recovery Plan Execute Test Begin (production.vclass.local) alarm definition from

the drop-down menu.


NOTE

The alarms that appear accompanied by production.vclass.local indicate alarms that are related
to Site Recovery Manager for the production.vclass.local server.
14. Click Next.
15. On the Actions page, click the + sign.
16. Under the Actions column, select Send notification email.
17. Under Configuration, enter the email address for the alarm.
18. Click Finish.

Lab 7 Creating and Modifying a Recovery Plan

19. Leave vSphere Web Client open for the next lab.

55

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Lab 7 Creating and Modifying a Recovery Plan

Lab 8

(Optional) Using the dr-ip-customizer


Program
Objective: Use dr-ip-customizer to modify network
settings
In this lab, you will perform the following tasks:
1. Access Your Lab Server System
2. Generate a .csv File and Add Network Settings
3. Apply the .csv File

This optional lab takes approximately 1 hour to complete. You can perform this lab only if you have
extra time.

Task 1: Access Your Lab Server System

You log in to your VMware vCenter Server system that is used to perform the lab exercises.
Use the following information from the class configuration handout:
Production vCenter Server system FQDN
Student desktop login user name
vCenter Server system login user name
Standard lab password

Lab 8 (Optional) Using the dr-ip-customizer Program

57

1. If you are already logged in to your student desktop, go to task 2.


2. Ask your instructor how to access your vCenter Server system.

For example, your instructor might ask you to use Remote Desktop Connection with the
vCenter Server system fully qualified domain name (FQDN) to access your vCenter Server
system.
3. Log in to your Production vCenter Server system with your student desktop login user name

and the standard lab password.


4. Double-click the Production vCenter shortcut icon on your desktop.
5. Use the vCenter Server system login user name and standard lab password to log in to VMware

vSphere Web Client.

Task 2: Generate a .csv File and Add Network Settings


You use the dr-ip-customizer program to generate a .csv file containing recovery options settings.
You modify the .csv file and add the protected site and the recovery site IP addresses of your
application server, database server, and Web server.
Use the following information from the class configuration handout:
vCenter Server system login user name
Standard lab password
1. In vSphere Web Client, click the Home icon and select VM and Templates from the drop-

down menu.
2. In the Navigator pane, expand production.vclass.local > Production > SRM Protected

Services
3. Select the appsvr01 application server.
4. In the center pane, click the Summary tab.
5. Record the IP address of appsvr01. __________
6. In the Navigator pane, select the dbsvr01 database server.
7. Record the IP address of dbsvr01. __________
8. Select the websvr01 Web server.
9. Record the IP address of websvr01. __________
10. From your vCenter Server system desktop, click the Windows Command Prompt window in the

taskbar.
11. At the command prompt, enter F:.
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Lab 8 (Optional) Using the dr-ip-customizer Program

12. At the command prompt, enter cd "\Program Files\VMware\VMware vCenter Site

Recovery Manager\bin" on a single line.


13. To generate a .csv file, enter dr-ip-customizer.exe --cfg "F:\Program

Files\VMware\VMware vCenter Site Recovery Manager\config\vmwaredr.xml" --cmd generate --out C:\srm.csv --uri https://
172.20.10.91:443/lookupservice/sdk on a single line.
14. When the program asks Do you trust this server (Y/N), enter y.

15. When prompted to enter the user name and password, enter your vCenter Server system login

user name and the standard lab password.


16. When the program asks Do you trust this server (Y/N), enter y.
17. Click the Windows File Explorer icon in the taskbar.
18. Double-click the Local Disk C icon.
19. Find the srm.csv file that you created in step 15.
20. Right-click the srm.csv file and select Open with.

21. In the How do you want to open this type of file (.csv)? window, select NotePad.
srm.csv opens in Notepad.
22. Find the two lines in the file that refer to dbsvr01.
23. Copy the two lines and paste them under the existing dbsvr01 entries.

Lab 8 (Optional) Using the dr-ip-customizer Program

59

24. Change the fourth field on the two added lines from 0 to 1.

In this type of file, the spaces between the commas are fields.

25. Modify the first added line.


a. In the ninth field, enter the dbsvr01 IP address at the protected site that you recorded.
b. In the tenth field, enter the subnet mask 255.255.255.0.

The 1 and the IP address should have five commas between them. The subnet mask should
be followed by six commas. You must not add or remove commas.
26. Modify the second added line.
a. Copy the dbsvr01 IP address at the protected site that you recorded.
b. Change the last three numbers in the IP address to 212.

You only modify the last octet (the last three numbers) in the IP address because the lab
network infrastructure is flat. For example, if the existing IP address for dbsvr01 is
172.20.11.201, change it to 172.20.11.212.
c. In the ninth field, enter the changed dbsvr01 IP address.
d. In the tenth field, enter the subnet mask 255.255.255.0.

27. Find the two lines in the file that refer to appsvr01.
28. Copy the two lines and paste them below the existing appsvr01 entry.
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Lab 8 (Optional) Using the dr-ip-customizer Program

29. Change the fourth field on the two added lines from 0 to 1.
30. Modify the first added line.
a. In the ninth field, enter the appsvr01 IP address at the protected site that you recorded.
b. In the tenth field, enter the subnet mask 255.255.255.0.
31. Modify the second added line.
a. Copy the appsvr01 IP address at the protected site that you recorded.
b. Change the last three numbers in the IP address to 211.
c. In the ninth field, enter the changed appsvr01 IP address.
d. In the tenth field, enter the subnet mask 255.255.255.0.

32. Find the two lines in the file that refer to websvr01.
33. Copy the two lines and paste them below the existing websvr01 entry.
34. Change the fourth field on the two added lines from 0 to 1.
35. Modify the first added line.
a. In the ninth field, enter the websvr01 IP address at the protected site that you recorded.

b. In the tenth field, enter the subnet mask 255.255.255.0.


36. Modify the second added line.
a. Copy the websvr01 IP address at the protected site that you recorded.
b. Change the last three numbers in the IP address to 213.
c. In the ninth field, enter the changed websvr01 IP address.
d. In the tenth field, enter the subnet mask 255.255.255.0.

Lab 8 (Optional) Using the dr-ip-customizer Program

61

The image shows an example of the file after all changes are made.

The three virtual machines might not be listed in the same order in your file.
37. In Notepad, select File > Save.
38. Close Notepad.

Task 3: Apply the .csv File


You apply the .csv file that configures the IP information for recovery of the application server,
database server, and Web server.
Use the following information from the class configuration handout:
vCenter Server system login user name
Standard lab password
1. Return to the Command Prompt window.
2. To upload the modified srm.csv file, enter dr-ip-customizer.exe --cfg

"F:\Program Files\VMware\VMware vCenter Site Recovery


Manager\config\vmware-dr.xml" --cmd apply --csv C:\srm.csv --uri
https://172.20.10.91:443/lookupservice/sdk on a single line.
3. When the program asks Do you trust this server (Y/N), enter y.
4. When prompted to enter the user name and password, enter your vCenter Server login user

name and standard lab password.


5. When the program asks Do you trust this server (Y/N), enter y.
6. To verify that the IP address information was configured, return to vSphere Web Client.
7. Click the Home icon and select Site Recovery from the drop-down menu.
8. Under Inventories in the Navigator pane, select Recovery Plans.
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Lab 8 (Optional) Using the dr-ip-customizer Program

9. Select Recover 3-tier applications in the Recovery Plans list.


10. In the center pane, click the Related Objects tab
11. Click the Virtual Machines tab.
12. Select dbsvr01.
13. Click the Change the VM Recovery Settings icon.
14. In the VM Recovery Properties dialog box, click the IP Customization tab.
15. Click IP Settings - NIC 1.
16. Verify the IP settings for dbsvr01.
17. Click Cancel.
18. Select appsvr01.
19. Click the Change the VM Recovery Settings icon.
20. In the VM Recovery Properties dialog box, click the IP Customization tab.
21. Click IP Settings - NIC 1.
22. Verify the IP settings for appsvr01.
23. Click Cancel.
24. Select websvr01.
25. Click the Change the VM Recovery Settings icon.
26. In the VM Recovery Properties dialog box, click the IP Customization tab.
27. Click IP Settings - NIC 1.
28. Verify the IP settings for websvr01.
29. Click Cancel.
30. If the IP address settings are incorrect, edit and save the srm.csv file to include the correct

values and reapply the file.


31. Close the Command Prompt window.
32. Leave vSphere Web Client open for the next lab.

Lab 8 (Optional) Using the dr-ip-customizer Program

63

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Lab 8 (Optional) Using the dr-ip-customizer Program

Lab 9

Testing and Executing a Recovery Plan


Objective: Test and execute a recovery plan
In this lab, you will perform the following tasks:
1. Access Your Lab Server System
2. Test a Recovery Plan
3. Clean Up the Recovery Plan Test
4. Perform a Planned Migration

Task 1: Access Your Lab Server System


You log in to your VMware vCenter Server system that is used to perform the lab exercises.
Use the following information from the class configuration handout:
Production vCenter Server system FQDN
Student desktop login user name
vCenter Server system login user name
Standard lab password
1. If you are already logged in to your student desktop, go to task 2.

2. Ask your instructor how to access your vCenter Server system.

For example, your instructor might ask you to use Remote Desktop Connection with the
vCenter Server system fully qualified domain name (FQDN) to access your vCenter Server
system.
Lab 9 Testing and Executing a Recovery Plan

65

3. Log in to your Production vCenter Server system with your student desktop login user name

and the standard lab password


4. Double-click the Production vCenter shortcut icon on your desktop.
5. Use the vCenter Server system login user name and standard lab password to log in to VMware

vSphere Web Client.

Task 2: Test a Recovery Plan


You test the recovery plan that you created and modified.
Use the following information from the class configuration handout:
Your vCenter Server system FQDN
vCenter Server system user name
Standard lab password
Recovery test network
1. In vSphere Web Client, click the Home icon and select Site Recovery from the drop-down

menu.
2. In the Navigator pane, select Recovery Plans under Inventories.
3. In the Navigator pane, select Recover 3-tier applications in the Recovery Plans list.
4. At the top of the center pane, select Actions > Test.

The Test - Recover 3-tier applications wizard appears.


5. On the Confirmation Options page, click Next.
6. On the Ready to complete page, review the settings and click Finish.
7. Click the Monitor tab and monitor the steps in your recovery plan.

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Lab 9 Testing and Executing a Recovery Plan

8. Expand the steps so that all substeps appear, such as the substeps to power on the virtual

machines.
The recovery test takes several minutes to complete.
9. Verify that your database server starts first as part of the priority group 1.
10. Verify that your application server starts before the Web server as part of the priority group 2.
11. After the test is complete, click the History tab.
12. Select the test operation and click the Export report for selected history item icon.

The Export History Report dialog box appears.


13. Select Web Page (*.html).
14. Click Generate Report.
15. Click Download Report and save the report to your desktop.
16. Click Close.
17. Go to your desktop.
18. Double-click the downloaded report file to open it.
19. Scroll through the report to view its contents.
20. Verify that the status of each recovery step is shown as Success in the Results column.
21. Close the browser window.
22. Return to vSphere Web Client.
23. Click the Home icon and select Hosts and Clusters from the drop-down menu.
24. In the Navigator pane, expand production.vclass.local > Production > Protected Services >

Protected Application Servers.


25. Select your appsvr01 application server.

26. Click the Related Objects tab in the center pane.


27. Click the Datastores tab.
28. Record the datastore on which this virtual machine is located. __________
29. Click the Networks tab.

Lab 9 Testing and Executing a Recovery Plan

67

30. Record the network to which this virtual machine is connected. __________
31. In the Navigator pane, expand recovery.vclass.local > Recovery > esxirec.vclass.local >

Recovered Services > Recovered Database Servers.


32. Select dbsvr01.
33. Click the Related Objects tab in the center pane.
34. Click the Datastores tab.
35. Record the datastore on which the database server virtual machine is located. __________
36. Click the Networks tab.
37. Record the network to which the application server virtual machine is connected. __________
38. In the Navigator pane, expand production.vclass.local > Production > Protected Services >

Protected Web Servers.


39. Select your websvr01 Web server.
40. Click the Related Objects tab in the center pane.
41. Click the Datastores tab.
42. Record the datastore on which this virtual machine is located. __________
43. Click the Networks tab.
44. Record the network to which this virtual machine is connected. __________
45. In the Navigator pane, expand recovery.vclass.local > Recovery > esxirec.vclass.local >

Recovered Services > Recovered Web Servers.


46. Select websvr01.
47. Click the Related Objects tab in the center pane.
48. Click the Datastores tab.
49. Record the datastore on which the application server virtual machine is located. __________
50. Click the Networks tab.
51. Record the network to which the application server virtual machine is connected. __________
52. In the Navigator pane, expand production.vclass.local > Production > Protected Services >

Protected Database Servers.


53. Select your database server dbsvr01.
54. Click the Related Objects tab in the center pane.
55. Click the Datastores tab.

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Lab 9 Testing and Executing a Recovery Plan

56. Record the datastore on which this virtual machine is located. __________
57. Click the Networks tab.
58. Record the network to which this virtual machine is connected. __________
59. In the Navigator pane, expand recovery.vclass.local > Recovery > esxirec.vclass.local >

Recovered Services > Recovered Application Servers.


60. Select appsrv01.
61. Click the Related Objects tab in the center pane.
62. Click the Datastores tab.
63. Record the datastore on which the application server virtual machine is located. __________
64. Click the Networks tab.
65. Record the network to which the application server virtual machine is connected. __________

Your virtual machines at the recovery site should be on the storage designated for recovery.
Your virtual machines should be connected to the recovery test network.

Task 3: Clean Up the Recovery Plan Test


You clean up the recovery plan test.
1. In vSphere Web Client, click the Home icon and select Site Recovery from the drop-down

menu.
2. In the Navigator pane, select Recovery Plans under Inventories.
3. Right-click the Recover 3-tier applications recovery plan and select Cleanup.

The Cleanup - Recovery 3-tier applications wizard appears.


4. On the Confirmation Options page, click Next.

5. On the Ready to complete page, review the settings and click Finish.
6. In the Navigator pane, click the Recover 3-tier applications recovery plan.
7. Click the Monitor tab.
8. Click the Recovery Steps tab.
Lab 9 Testing and Executing a Recovery Plan

69

9. From the View drop-down menu, select Cleanup Steps.

10. After the cleanup is complete, click the History tab.


11. Select the cleanup operation and click the Export report for selected history item icon.
12. In the Export History Report dialog box, select Web Page (*.html).
13. Click Generate Report.
14. Click Download Report and save the report to your desktop.
15. In the Confirm Save As dialog box, click Yes to replace the existing file.
16. In the Export History Report pane, click Close.
17. Go to your desktop.
18. Double-click the downloaded report file to open it.
19. Scroll through the report to view its contents.
20. Record the timestamp of the Power off Recovery Step for each virtual machine. __________

All the timestamps should be the same.

21. Close the browser tab


22. Return to vSphere Web Client.
23. Click the Home icon and select Hosts and Clusters from the drop-down menu.
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Lab 9 Testing and Executing a Recovery Plan

24. In the Navigator pane, expand recovery.vclass.local > Recovery > esxirec.vclass.local >

Recovered Services > Recovered Application Servers.


25. Under the Recovered Application Servers resource pool, select the application server appsvr01

placeholder virtual machine.


This virtual machine is now a placeholder virtual machine.
26. Click the Related Objects tab.
27. Click Datastores.
28. Verify that the appsvr01 placeholder virtual machine is on the RecoveryPlaceholder datastore.
29. Click Networks.

The virtual machine is not connected to a network.


30. Under the Recovered Database Servers resource pool, select the dbsvr01 database server

placeholder virtual machine.


This virtual machine is now a placeholder virtual machine.
31. Click the Related Objects tab.
32. Click Datastores.
33. Verify that the dbsvr01 placeholder virtual machine is on the RecoveryPlaceholder datastore.
34. Click Networks.

The virtual machine is not connected to a network.


35. Under the Recovered Web Servers resource pool, select the websvr01 Web server placeholder

virtual machine.
This virtual machine is now a placeholder virtual machine.
36. Click the Related Objects tab.
37. Click Datastores.
38. Verify that the websvr01 placeholder virtual machine is on the RecoveryPlaceholder datastore.
39. Click Networks.

The virtual machine is not connected to a network.

Lab 9 Testing and Executing a Recovery Plan

71

Your application server, database server, and Web server virtual machines are reverted back to
placeholder virtual machines.

Task 4: Perform a Planned Migration


You perform a planned migration.
1. In vSphere Web Client, click the Home icon and select Site Recovery from the drop-down

menu.
2. In the Navigator pane, select Recovery Plans under Inventories.
3. Right-click the Recover 3-tier applications recovery plan and select Run.

The Recovery wizard appears.


4. On the Confirmation Options page, click I understand that this process will permanently

alter the virtual machines and infrastructure of both the protected and recovery
datacenters.
5. Leave Planned migration selected and click Next.
6. On the Ready to complete page, click Finish.
7. Click the Recover 3-Tier applications plan.
8. Click the Monitor tab.

The planned migration process takes several minutes to complete.


9. Click the Recovery Steps tab.
10. Expand the recovery steps so that all substeps are displayed.
11. Verify that the virtual machines at the production site (the protected site) are shut down, starting

with the lower priority virtual machines.


12. Verify that your database server powers on first.
13. Verify that your application server starts before your Web server.
14. After the migration is complete, click the History tab.
15. Select the Recovery operation from the list
16. Click the Export report for selected history item icon.

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Lab 9 Testing and Executing a Recovery Plan

17. In the Export History Report dialog box, select Web Page (*.html).
18. Click Generate Report.
19. Click Download Report and save the report to your desktop.
20. In the Confirm Save As dialog box, click Yes to replace the existing file.
21. In the Export History Report pane, click Close.
22. Click Close.
23. Go to your desktop.
24. Double-click the downloaded report file to open it.
25. Scroll through the report to view its contents.
26. Record the shutdown order of each of the virtual machines __________.

27. Close the browser window.


28. Return to vSphere Web Client.
29. Click the Home icon and select VMs and Templates.
30. In the Navigator pane, expand production.vclass.local > Production > SRM Protected

Services.
31. Verify that your application server, database server, and Web server virtual machines at the

production site (the protected site) are powered off.


32. Right-click a virtual machine and select Power.

You do not have the option to power on this virtual machine.


Lab 9 Testing and Executing a Recovery Plan

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33. In the Navigator pane, expand recovery.vclass.local > Recovery > SRM Recovered Services.
34. Verify that your application server, database server, and Web server virtual machines are

powered on.
35. Click the appsvr01 virtual machine.
36. Click the Related Objects tab.
37. Click the Datastores tab.
38. Verify that the appsvr01 virtual machine is using the datastore specified in your recovery plan.
39. Click the Networks tab.
40. Verify that the appsvr01 virtual machine is connected to the production network.
41. Click the dbsvr01 virtual machine.
42. Click the Related Objects tab.
43. Click the Datastores tab.
44. Verify that the dbsvr01 virtual machine is using the datastore specified in your recovery plan.
45. Click the Networks tab.
46. Verify that the dbsvr01 virtual machine is connected to the production network.
47. Click the websvr01 virtual machine.
48. Click the Related Objects tab.
49. Click the Datastores tab.
50. Verify that the websvr01 virtual machine is using the datastore specified in your recovery plan.
51. Click the Networks tab.
52. Verify that the websvr01 virtual machine is connected to the production network.
53. Leave vSphere Web Client open for the next lab.

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Lab 9 Testing and Executing a Recovery Plan

Reprotecting and Failing Back


Objective: Use vSphere Replication to perform a
reprotect and a failback
In this lab, you will perform the following tasks:
1. Access Your Lab Server System
2. Perform a Reprotect
3. Fail Back to the Original Protected Site

Task 1: Access Your Lab Server System

Lab 10

You log in to your VMware vCenter Server system that is used to perform the lab exercises.
Use the following information from the class configuration handout:
Production vCenter Server system FQDN
Student desktop login user name
vCenter Server system login user name
Standard lab password
1. If you are already logged in to your student desktop, go to task 2.
2. Ask your instructor how to access your vCenter Server system.

Lab 10 Reprotecting and Failing Back

10

For example, your instructor might ask you to use Remote Desktop Connection with the
vCenter Server system fully qualified domain name (FQDN) to access your vCenter Server
system.

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3. Log in to your Production vCenter Server system with your student desktop login user name

and the standard lab password.


4. Double-click the Production vCenter shortcut icon on your desktop.
5. Use the vCenter Server system login user name and standard lab password to log in to VMware

vSphere Web Client.

Task 2: Perform a Reprotect


The reprotect operation protects your recovery site, which is where your virtual machines are
running. Your virtual machines are running at the recovery site as a result of the planned migration
that you performed in the previous lab.
1. In vSphere Web Client, click the Home icon and select Site Recovery from the drop-down

menu.
2. In the Navigator pane, select Recovery Plans under Inventories.
3. Right-click your recovery plan and select Reprotect.

The Reprotect wizard appears.


4. On the Confirmation Options page, select the I understand that this operation cannot be

undone check box.


5. Click Next.
6. On the Ready to complete page, click Finish.
7. In the Navigator pane, select the Recover 3-tier applications recovery plan.
8. Click the Monitor tab.
9. Click the Recovery Steps tab to monitor the reprotect operation.
10. Expand the recovery steps so that the substeps appear.
11. When the Reprotect process is completed, click the Summary tab.
12. Record the site that is the protected site. __________
13. Record the site that is the recovery site. __________
14. Click the Home icon and select VMs and Templates.
15. In the Navigator pane, expand production.vclass.local > Production > SRM Protected

Services.

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Lab 10 Reprotecting and Failing Back

16. Verify that your application server, database server, and Web server virtual machines are

identified as placeholder virtual machines.


You might need to refresh the screen to see the placeholder virtual machines.

17. In the Navigator pane, expand recovery.vclass.local > Recovery > SRM Recovered Services.
18. Verify that your application server, database server, and Web server virtual machines are

powered on.
19. Select the appsvr01 application server.
20. Click the Related Objects tab.
21. Click the Datastores tab.
22. Verify that appsvr01 is on the storage designated for recovery.
23. Click the Networks tab.
24. Verify that the virtual machines are connected to the production network.
25. Select the dbsvr01 database server.
26. Click the Related Objects tab.
27. Click the Datastores tab.
28. Verify that dbsvr01 is on the storage designated for recovery.
29. Click the Networks tab.
30. Verify that the virtual machines are connected to the production network.
31. Select the websvr01 Web server.
32. Click the Related Objects tab.
33. Click the Datastores tab.
34. Verify that websvr01 is on the storage designated for recovery.
35. Click the Networks tab.

Lab 10 Reprotecting and Failing Back

10

36. Verify that the virtual machines are connected to the production network.
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Task 3: Fail Back to the Original Protected Site


You fail back to the original protected site. The failback process consists of performing a recovery
plan test, a cleanup, a planned migration, and a reprotect.
1. In vSphere Web Client, click the Home icon and select Site Recovery from the drop-down

menu.
2. In the Navigator pane, select Recovery Plans under Inventories.
3. Right-click the Recover 3-tier applications recovery plan in the Recovery Plans list and select

Test.
The Test wizard appears.
4. On the Confirmation Options page, click Next.
5. On the Ready to complete page, click Finish.
6. On the right side of vSphere Web Client, monitor the Alarms pane and verify that the alarm you

created in lab 7 is triggered.


You might need to refresh the screen to see the triggered alarm.
7. In the Navigator pane, click the Recover 3-tier applications recovery plan.
8. Click the Monitor tab.
9. Click the Recovery Steps tab.
10. After the test completes successfully, click the Cleanup recovery plan (broom) icon.

The Cleanup wizard appears.


11. On the Confirmation Options page, click Next.
12. On the Ready to complete page, click Finish.
13. Click the History tab to verify that the test has completed.
14. Click the Recovery Steps tab.

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Lab 10 Reprotecting and Failing Back

15. Click the Run Recovery Plan icon (the triangle in a red circle) to start the recovery process.

The Recovery wizard appears.


This recovery process is for failing back to the original production site.
16. On the Confirmation Options page, select the I understand that this process will

permanently alter the virtual machines and infrastructure of both the protected and
recovery datacenters check box.
17. Click Next.
18. On the Ready to complete page, click Finish.
19. Click the Monitor tab.
20. Click the Recovery Steps tab.
21. Monitor the process of the recovery.
22. After the recovery completes, click the Summary tab.
23. Record the site that is the protected site. __________
24. Record the site that is the recovery site. __________
25. Click the Home icon and select VMs and Templates.

26. In the Navigator pane, expand production.vclass.local > Production > SRM Protected

Services.

27. Verify that your application server, database server, and Web server virtual machines at the

protected site are powered on.


28. Select your appsvr01 application server and click the Related Objects tab.
29. Click the Datastores button.
30. Record the datastore on which this virtual machine is located. __________
31. Click the Networks button
32. Record the network on which this virtual machine is connected. __________
33. Select your dbsvr01 database server and click the Related Objects tab.
34. Click the Datastores button.

Lab 10 Reprotecting and Failing Back

10

35. Record the datastore on which this virtual machine is located. __________

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36. Click the Networks button


37. Record the network on which this virtual machine is connected. __________
38. Select your websvr01 Web server and click the Related Objects tab.
39. Click the Datastores button.
40. Record the datastore on which this virtual machine is located. __________
41. Click the Networks button
42. Record the network on which this virtual machine is connected. __________

Your virtual machines should be on their original datastore. Your virtual machines should be
connected to the Production network.
43. In the Navigator pane, expand recovery.vclass.local > Recovery > SRM Recovered Services.
44. Verify that your application server, database server, and Web server virtual machines at the

recovery site (the protected site) are powered off.


45. Right-click one of these virtual machines and select Power.

You cannot power on this virtual machine.


46. Click the Home icon and select Site Recovery from the drop-down list.
47. In the Navigator pane, select Recovery Plans under Inventories.
48. Right-click the Recover 3-tier applications recovery plan in the Recovery Plans list and select

Reprotect.

The Reprotect wizard appears.


49. On the Confirmation Options page, select I understand that this operation cannot be undone

check box and click Next.


50. On the Ready to complete page, click Finish.
51. In the Navigator pane, click the Recover 3-tier applications recovery plan.
52. Click the Monitor tab.

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Lab 10 Reprotecting and Failing Back

54. After the reprotect operation completes successfully, click the Summary tab.

The production site is now the protected site and recovery site is the recovery site.
You might need to click the refresh button in vSphere Web Client to see the updated
information.
55. Click the Home icon and select VMs and Templates.

53. Click the Recovery Steps tab.

56. In the Navigator pane, expand Production.vclass.local > Production > SRM Protected

Services.

The application server, database server, and Web server are powered on at the protected site.

57. In the Navigator pane, expand recovery.vclass.local > Recovery > SRM Recovered Services.

The application server, database server, and Web server are placeholder virtual machines at the
recovery site.

You might need to click the refresh button in vSphere Web Client to see the correct placeholder
virtual machine icons.

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Lab 10 Reprotecting and Failing Back

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Lab 10 Reprotecting and Failing Back

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