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Table of Contents
Lab Overview - HOL-2081-01-HBD - VMware HCX - Getting Started with Cross-Cloud
Mobility ............................................................................................................................. 2
Lab Guidance .......................................................................................................... 3
Introducing VMware HCX....................................................................................... 10
Module 1 - Establishing a State of Hybridity (60 minutes) .............................................. 14
What is the 'State of Hybridity'?............................................................................ 15
HCX Walkthrough .................................................................................................. 17
HCX Site Pairing .................................................................................................... 32
Network Extension Setup ...................................................................................... 47
Conclusion............................................................................................................. 53
Module 2 - Bi-Directional Cloud Migration (30 minutes).................................................. 54
Enterprise Migration.............................................................................................. 55
Zero downtime migration (vMotion) between On-Premises to Cloud Instance ...... 58
Bulk Migration between Cloud Instance to On-Premises ....................................... 69
Zero downtime bi-directional migration without stretched layer 2 (Optional)....... 76
Conclusion............................................................................................................. 77
Module 3 - Hybrid Disaster Recovery (DR) (30 minutes)................................................. 78
Introduction .......................................................................................................... 79
Setup Disaster Recovery Protection for a VM ........................................................ 81
Introduction to Interactive Simulation: HCX for Disaster Recovery ....................... 95
Introduction to Interactive Simulation: SRM with HCX .......................................... 96
Conclusion............................................................................................................. 97
Module 4 - OS Assisted Migration (15 minutes) .............................................................. 98
OS Assisted Migration ........................................................................................... 99
Hand-On Labs Interactive Simulation: OS Assisted Migrations............................ 100
Module 5 - Day 2 – Monitoring and Operations with HCX (15 minutes)......................... 102
Introduction......................................................................................................... 103
Hands-on Labs Interactive Simulation: Day 2 – Monitoring and Operations with
HCX ..................................................................................................................... 104
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Lab Overview -
HOL-2081-01-HBD -
VMware HCX - Getting
Started with Cross-Cloud
Mobility
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Lab Guidance
Note: It will take more than 90 minutes to complete this lab.
Review the Table of Contents for an overview of all the modules (in the upper
right-hand corner of the Lab Manual).
In this lab we will explore VMware HCX, this game changing new Product offers
vSphere administrators a seamless method for extending an on-premises data center
and vSphere environments into HCX enabled private or public vSphere Cloud. The
Hybrid Cloud Manager offers hybrid networking and bi-directional workload migration
capabilities, simplifying resource integration and management of workloads. The Hybrid
Networking Services aspect of the offering consists of software- defined WAN
technologies that significantly improve the connectivity, resilience and security of
"middle mile" networking.
This Hands On lab mimics a Hybrid Cloud Infrastructure with an On-Premise vSphere
environment and Cloud vSphere environment.
• VC 6.7 (x1)
• ESX Host 6.7 (x2)
• Network IP Range - 192.168.210.XXX
• Storage Datastores - Region02
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Lab Captains:
This lab manual can be downloaded from the Hands-on Labs Document site found here:
http://docs.hol.vmware.com
This lab may be available in other languages. To set your language preference and have
a localized manual deployed with your lab, you may utilize this document to help guide
you through the process:
http://docs.hol.vmware.com/announcements/nee-default-language.pdf
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1. The area in the RED box contains the Main Console. The Lab Manual is on the tab
to the Right of the Main Console.
2. A particular lab may have additional consoles found on separate tabs in the upper
left. You will be directed to open another specific console if needed.
3. Your lab starts with 90 minutes on the timer. The lab can not be saved. All your
work must be done during the lab session. But you can click the EXTEND to
increase your time. If you are at a VMware event, you can extend your lab time
twice, for up to 30 minutes. Each click gives you an additional 15 minutes.
Outside of VMware events, you can extend your lab time up to 9 hours and 30
minutes. Each click gives you an additional hour.
During this module, you will input text into the Main Console. Besides directly typing it
in, there are two very helpful methods of entering data which make it easier to enter
complex data.
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You can also click and drag text and Command Line Interface (CLI) commands directly
from the Lab Manual into the active window in the Main Console.
You can also use the Online International Keyboard found in the Main Console.
1. Click on the Keyboard Icon found on the Windows Quick Launch Task Bar.
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In this example, you will use the Online Keyboard to enter the "@" sign used in email
addresses. The "@" sign is Shift-2 on US keyboard layouts.
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When you first start your lab, you may notice a watermark on the desktop indicating
that Windows is not activated.
One of the major benefits of virtualization is that virtual machines can be moved and
run on any platform. The Hands-on Labs utilizes this benefit and we are able to run the
labs out of multiple datacenters. However, these datacenters may not have identical
processors, which triggers a Microsoft activation check through the Internet.
Rest assured, VMware and the Hands-on Labs are in full compliance with Microsoft
licensing requirements. The lab that you are using is a self-contained pod and does not
have full access to the Internet, which is required for Windows to verify the activation.
Without full access to the Internet, this automated process fails and you see this
watermark.
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Please check to see that your lab is finished all the startup routines and is ready for you
to start. If you see anything other than "Ready", please wait a few minutes. If after 5
minutes your lab has not changed to "Ready", please ask for assistance.
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Where we've provided a multitude of options for consistent infrastructure across clouds
and platforms to optimize it, that doesn't solve for populating those clouds with existing
applications. Migrating applications to the cloud can be difficult without the right tool.
Today these problems are solved by investing people, resources and time to consume a
new piece of technology.
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VMware HCX is designed specifically to address the problems. HCX provides a platform
for automating many of the manual tasks that app migration and mobility can present.
Use Case 2: Workload rebalancing: Migration is not a one time event! The promise of
hybrid cloud and multi-cloud scenarios is that you can move workloads at will for scale,
cost management, replatforming, etc. As customers truly adopt multi-cloud, the ability
to actively rebalance workloads is becoming critical.
Use Case 3: Disaster Recovery: Leveraging a hybrid interconnect doesn't only have to
be for migration / rebalancing. You've got a common infrastructure in two or more
places and a permanent and secure pathway between them, why not use it for DR. HCX
can be used to backup workloads on demand for planned DR or migrate large numbers
of workloads in bulk to avoid natural disasters.
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HCX: Advanced
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HCX: Enterprise
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Module 1 - Establishing a
State of Hybridity (60
minutes)
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• Understand how establishing the state of hybridity is the foundation for Cross-
Cloud Mobility.
• Understand the different IT operational scenario's where HCX can be applied to
solve today's Infrastructure problems and introducing new solutions such as,
hybrid datacenter architectures.
Overview
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The operational advantages that the state of hybridity provides are many. Below are a
few -
Below are a few benefits gained just from setting up the state of hybridity:
• Extend Existing Application and Networking Architecture for Production Apps over
the WAN.
• Explore and Add agile architecture for Production Apps by extending to Cloud.
• Catalog/Template Sync across on-premises private cloud and public cloud.
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HCX Walkthrough
In this section, we will familiarize ourselves with On-premises and Cloud vSphere
Infrastructure specifics as well as explore the HCX plugin available within the On-
Premises vSphere Instance.
We will first review the underlying vSphere instances for both Site A and Site B before
we do a HCX walkthrough.
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Login to vCenter
Note: For additional screen space, consider closing or pinning the Alarms, Work in
Progress and Recent Tasks window's.
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1. Go to Menu
2. Click on Hosts and Clusters
3. Highlight vcsa-01a.corp.local
4. In our lab you will see that vCenter is version 6.7, however the source side for
HCX supports versions back to 5.x.
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This lab comes with HCX pre-installed on both the On-Premises, as well as the Cloud
vSphere instances.
We are now exploring the HCX plugin available within the On-Premises vSphere
Instance.
HCX is delivered via SaaS. The reason we have a plugin for VC is to simplify the
workflows for customers without having to go to multiple sites to access various
functionalities.
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Dashboard
The Dashboard is your starting page. It provides a high-level of all HCX related activities
in one single page.
1. Click on the Dashboard tab. The above screenshot is for illustration purposes.
The actual Dashboard would be empty now.
2. Cloud Overview shows you -
◦ Total # of VMs Migrated,
◦ Migrations in Progress,
◦ Migrations Scheduled and
◦ # of Networks Extended.
3. Site Pairings
◦ # of Sites that have been paired.
◦ Starting place for new site pairing.
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Interconnect
Extended Networks
1. Click on the Network Extension on the left navigation. Extended Networks will
show up here once we stretch the network further in the module.
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Migration View
1. Click on Migration from the left navigation. This shows all migration tasks
completed and in-progress. Your screen will be empty, but as you do some
vMotion in Module 2, you will see the details here.
1. Click on Disaster Recovery from the left navigation. This shows all DR specific
tasks in-progress and completed. Your screen will be empty, but as you do some
Disaster Recovery in Module 3, you will see the details here.
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Administration
2. Click on the browser tab to create a new browser window and continue to the
next page for more instructions.
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This lab comes with HCX pre-installed on both the On-Premises, as well as the Cloud
vSphere instances.
We are now exploring the HCX website available within the Cloud vSphere Instance.
HCX is delivered via SaaS. The reason we have a plugin for VC is to simplify the
workflows for customers without having to go to multiple sites to access various
functionalities.
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Dashboard
Services - Compute
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Administration
1. Select System Updates under Administration from the navigation on the left.
NOTE: You can leave this browser tab open if you want. We may come back to this
browser window later.
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Conclusion
As you noticed, on-premises and cloud site are running with VMware vSphere. We have
now established that we have HCX pre-installed on both sites.
This ends the HCX Walkthrough exercise. In the next exercise, we will pair these 2 Sites
to establish the state of hybridity.
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We are going to deploy the HCX Components which establishes the platform necessary
to provide the application portability and disaster recovery features.
Before we configure site pairing, let's take a detailed look at HCX deployment
consideration and HCX components.
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The HCX Interconnect Service (HCX-WAN-IX) appliance is always in the path for
replication-based and vmotion-based operations. The Remote Site HCX Interconnect
(HCX-WAN-IX) appliance is created automatically when a local appliance is deployed.
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• The HCX WAN Optimization service appliance should be deployed to the compute
zone, or network services cluster (or in a cluster where the HCX appliance will not
be CPU/Memory resource constrained.
• The HCX WAN Optimization service appliance should be deployed in performance
tier storage to ensure deduplication and WAN conditioning services operate
optimally.
The HCX WAN Optimization appliance does not need an IP address; HCX will use an
internal addressing configuration & network to service chain the WAN-OPT
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• Use Extension with Migration to keep Virtual Machine IP and MAC addresses
during migration.
• Extend VLANS from VMware’s vSphere Distributed Switch.
• Extend VXLANs (Requires NSX integration in the HCX Appliance Management
interface)
• Extend Cisco’s Nexus 1000v networks
Deploying the Network Extension Service appliance will allow networks to be extended
in the vSphere Web Client. The Remote HCX-NET-EXT appliance is created
automatically whenever a local appliance is deployed. The HCX-NET-EXT service
appliance is always deployed as a service.
This module provides two ways to demonstrate site pairing: Option 1 is a simulated
environment, Option 2 provides a live configuration lab. Please pick either Option 1 or
Option 2.
Option 1. Interactive simulation. You can use the link below to run through an
interactive simulation. This interactive simulation also includes the network extension
that the manual will complete in the next module.
The interactive simulation will allow you to run through the steps in a controlled setting.
In this simulation, you can use the software interface as if you are interacting with a
live environment.
1. Click here to open the interactive simulation. It will open in a new browser
window or tab.
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Option 2. Live configuration in the lab, go to the next page to continue with this.
If you already have the vSphere Client up, you can skip this step. Go back to Site-A
vCenter tab.
1. Start the Chrome Browser from the desktop. Click on RegionA and Site-A
vCenter. Verify the address as : https://vcsa-01a.corp.local/vsphere-
client/?csp
2. Enter Username: administrator@corp.local
3. Enter Password: VMware1!
4. Click on Login
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1. Click Menu
2. Click HCX
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Site Pairing
Before any migrations can be done you will need to register the Public Cloud instance
with the HCX Manager.
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1. New Site pairing would show the Remote Site Connection now.
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Service Mesh
Select Sites
1. Click Continue.
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1. Click the drop down menu for the Source Compute Profile
2. Check the box next to enterprise-compute
3. Click Close
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1. Click the drop down menu for the Remote Compute Profile
2. Check the box next to cloud-compute
3. Click Close
4. Click Continue
For our example, we will have all services enabled except the WAN Optimization Service.
1. Click Continue
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Review the Network Extension Appliance Scale Out options. We'll leave the settings at
the default.
1. Click Continue.
Topology Review
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Naming
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Refresh page
1. Click on Tasks in the sub menu to see the list of ongoing tasks.
2. Click the arrow next to the Deploy task to expand the list
3. Click the arrow next to the Prepare Fleet Pools to expand the list and review.
4. Click the arrow next to the Appliance Deployment Job to expand the list and
review.
Please be patient. It will take few minutes before the components are deployed and
ready to use.
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Let's go back and verify if the HCX components are deployed and ready to use.
Congratulations! You have deployed the HCX Components and established a SD-WAN
tunnel. In the next exercise, we will stretch the On-Premise Network to the Cloud.
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On Site-A vCenter, if you are not already in the HCX window, you can either:
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Extend Network
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In the popup screen, we will configure the extend/stretch network to the cloud:
1. From the Edge drop-down menu, select gateway1 if not already selected
2. Select the line with the VM-RegionA01-vDS-COMP network,
3. Enter the following ip information under Gateway /Prefix length with
192.168.120.1/24
4. Click the Extend button to complete the operation to stretch the network to
the cloud.
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It will take few minutes for network extension to complete, please be patient.
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Login to vCenter
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Conclusion
In this module, we walked through the HCX's Cross-Cloud Mobility Solution in its
entirety, learned HCX site pairing and Network Stretch.
If you are looking for additional information on HCX Cross-Cloud Mobility solution, please
reach out to your sales team.
In case you want to exit lab, please click on the END button at the top right corner.
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Module 2 - Bi-Directional
Cloud Migration (30
minutes)
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Enterprise Migration
IMPORTANT: There is a dependency on Module 1 for this module. If you have
not completed module 1, please execute the PowerShell script to setup site-
pairing.
Workload Migration
Migration of VMs typically fall in the following (or a variation of) 3 Operational Buckets -
Traditionally, all of the above require complex set of processes, purchase of additional
technology and investment in people. Typically, App Migration face the following
challenges -
As you can see and have probably experienced, migrations pose complex problems that
require complex solutions. And usually, Complex = Expensive.
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With HCX, we are not only looking to solve this problem, but hybridity in
general. Which is why -
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Migration Options
Option 1. The interactive simulation will allow you to run through the steps in a
controlled setting. If you proceed to do the lab version the steps may take 5-10 minutes
to complete. In this simulation, you can use the software interface as if you are
interacting with a live environment.
1. Click here to open the interactive simulation. It will open in a new browser
window or tab.
2. When finished, click the Return to the lab link to continue with this lab.
3. Go to Bulk Migration section.
Option 2. Live configuration in the lab, go to the next page to continue with this.
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Login to vCenter
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Before we do a VM migration, we want to make sure we have paired the 2 sites from the
previous Module 1 and also have completed the Layer 2 Network Stretch. The
requirement for VM Migration at a minimum is to have Site Pairing.
1. Verify the Site Pairing already exists from our previous Module 1. You may need to
scroll a bit down to see the Site pairings. If you have not done the Site Pairing,
please go back to Module 1 Site pairing before you can do a VM migration.
2. Validate that you also have a single Network Extension defined. On the next
page, we will see more details about this Stretched Network.
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This screen shows the options available when starting a migration. The next two pages
will go over the specific settings needed for the migration we will perform. On the
Migrate Virtual Machines to Remote Site window:
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Source Inventory
Choosing VM to Migrate
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Before migrating the VM, validation is done to ensure the inputted parameters are
correct and migration can actually be completed. This check is done dynamically and
talks to both sides of the migration to verify the settings. You can ignore any warnings
that may come up.
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Migration in Progress
Migration is Complete
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Now we are going to connect to the Site-B vCenter to locate the VM Core-A that we
have vMotioned from Site A.
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Congratulations! You have vMotioned a VM from Site A to Site B successfully. In the next
exercise, we will bulk migrate VMs, via vMotion, from Site B to Site A.
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This migration method uses the VMware vSphere Replication protocols to move the
virtual machines to a remote site.
• The Bulk migration option is designed for moving virtual machines in parallel.
• This migration type can set to complete on a pre-defined schedule.
• The virtual machine runs at the source site until the failover begins. The service
interruption with bulk migration is equivalent to a reboot.
Login to vCenter
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We will now go back to our vCenter for Site-A. If you still have your vSphere Web Client
connected to Site-A vCenter, you may skip this step. If not, please open a new Chrome
browser tab:
1. Click Menu and then select HCX from the drop down.
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1. Check the Reverse Migration checkbox. We are now going to migrate VMs from
RegionB01 back to RegionA01.
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Start all migrations from the enterprise plug in at the source side. Even if we are doing
a reverse migration.
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Migration process is now being validated for the parameters that were passed. Note: If
you happen to have some warning, you may safely ignore them and proceed.
1. Click on Finish to start the reverse bulk migration of VMs back to RegionA01.
Migration in Progress
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1. Click the Refresh button sporadically to see any updates to the process.
Direction and color of arrow show the type of migration. Reverse migration from Remote
to Local.
Migration is Complete
1. Click the Refresh button sporadically to see any updates to the process.
Direction and color of arrow show the type of migration. Reverse migration from Remote
to Local.
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Verification
From the Hosts and Clusters view, we will verify if VMs were successfully migrated over
from the Remote site.
Congratulations! You have successfully bulk migrated both VMs from Site B to Site A.
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• vMotion VM
◦ Follow similar workflow from previous exercise to vMotion VM from Site A
to Site B.
• vMotion back
◦ Follow similar workflow from previous exercise to vMotion VM from Site A
to Site B.
• Stretch Network
◦ Follow similar workflow from previous exercise (from Module 1) to stretch
network.
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Conclusion
In this module, you learnt how to
1. Non-disruptive vSphere Upgrade (from vSphere 5.x to vSphere 6.x+) into newer
hardware or public cloud.
2. Migration of Production Apps without the need for Application Dependency
Mapping.
3. Moving VMs between various cloud infrastructures for various IT operations tasks
such as (hardware refresh, switch upgrades, software upgrades/patches, etc).
If you are looking for additional information on HCX Cross-Cloud Mobility solution, please
reach out to your sales team.
• Module 3 - Hybrid Disaster Recovery (DR) (30 minutes) Protect, Recover and
Reverse replicate VM from on-premises to Cloud and back
• Module 4 - Day 2 – Monitoring and Operations with HCX (15 minutes) iSIM
to showcase vROPS integration and how-to guides around auditing, monitoring
and troubleshooting.
In case you want to exit lab, please click on the END button at the top right corner.
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Module 3 - Hybrid
Disaster Recovery (DR)
(30 minutes)
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Introduction
IMPORTANT: There is a dependency on Module 1 for this module. If you have
not completed module 1 or module 2, please execute the PowerShell script to
setup site-pairing.
4 Key weaknesses that Enterprises face today when dealing with a disaster
HCX's introduces a new architecture in solving the age old problem of Disaster Recovery.
With the state of hybridity established and network extended, the HCX platform can now
be used to provide Active-Active protection for either Partial Recovery or Full Recovery
of BOTH VM workloads and Infrastructure.
By adding Data Center Designer into the architecture, replicating/mirroring even the
most complex networking topologies into a single virtual data center now is a reality,
simplifying disaster recovery to the cloud.
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In a partial failover scenario, tromboning (When users extend their networks to the
cloud, Layer 2 connectivity is stretched onto the cloud. However, without route
optimization, Layer 3 communication requests must return to the on-premises network
origin to be routed.) is a real problem.
In the diagram above, the N*a components on the left reside in the on-premises data
center, and the N*b component on the right reside in the cloud.
R1 is the default gateway for N1-b, therefore, N1-b must return to R1 to route traffic
through R2. To prevent asymmetric routing, HCX injects host routes into the on-premises
network.
1. If the virtual machine was newly created in the cloud, the host route is injected
immediately.
2. If the virtual machine was transferred using vMotion, the route is not injected
until the virtual machine reboots. Waiting until after the reboot ensure that the
on-premises stateful devices continue to service the existing session until the
virtual machine reboots. After the reboot, the routing information is consistent,
both on-premises and in the cloud.
That is, R1 can use routing to reach a specific virtual machine through R2, rather than
using the locally connected extended Network. R2 fully owns the path for other
networks to reach virtual machines with Proximity Routing enabled.
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Before we do a VM protection, we want to make sure we have paired the 2 sites from
the previous Module 1 and also have completed the Layer 2 Network Stretch. The
requirement for VM Protection at a minimum is to have Site Pairing.
1. Verify the Site Pairing already exists from our previous Module 1. You may need to
scroll a bit down to see the Site pairings. If you have not done the Site Pairing,
please go back to Module 1 Site pairing before you can do a VM Protection.
2. Validate that you also have a single Network Extension defined. On the next
page, we will see more details about this Stretched Network.
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Enable DR Protection on VM
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VM Replication Details
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Go To HCX Plugin
1. Click on Menu
2. Click on HCX
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Go to Disaster Recovery
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DR Protection is Configuring
DR protection in Progress
You will see Detailed Status first move to Not Available, to Protection Inactive, to
Synchronization (Full) and then finally to Active.
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DR Protection is Complete
1. VM is now in Active State - DR Protection is active for this particular VM. This is
represented by the green shield.
2. The yellow triangle means that this active VM has not been tested.
3. Green circle represents a powered-on VM.
4. Direction of the arrow shows the direction of protection. In this case the VM is
protected on the remote site.
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Login to Site B
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Tasks on Site B
1. Click on Menu
2. Click on Tasks
1. Verify the task "Create virtual disk" is Complete. Do NOT close Site B tab.
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Congratulations! You have enabled Disaster Recovery Protection for a VM. In the next
exercise we will test this protection.
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1. Click here to open the interactive simulation. It will open in a new browser
window or tab.
2. When finished, click the “Return to the lab” link to continue with this lab.
The lab continues to run in the background. If the lab goes into standby mode, you can
resume it after completing the module.
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1. Click here to open the interactive simulation. It will open in a new browser
window or tab.
2. When finished, click the “Return to the lab” link to continue with this lab.
The lab continues to run in the background. If the lab goes into standby mode, you can
resume it after completing the module.
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Conclusion
You have learnt
1. No longer need a dedicated DR site, as with HCX, the same VLANs can be
stretched to the cloud instance.
2. No Massive re-IPing or application dependency mapping exercise.
3. Bi-directional DR protection helps you make the most efficient hybrid cloud
architecture.
If you are looking for additional information on HCX Cross-Cloud Mobility solution, please
reach out to your sales team.
• Module 4 - Day 2 – Monitoring and Operations with HCX (15 minutes) iSIM
to showcase vROPS integration and how-to guides around auditing, monitoring
and troubleshooting.
In case you want to exit lab, please click on the END button at the top right corner.
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Module 4 - OS Assisted
Migration (15 minutes)
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OS Assisted Migration
In this module you will learn about OS Assisted Migration. The HCX OS Assisted
Migration service uses the Sentinel software installed on Linux or Windows-based guest
VMs to assist with communication and replication of guest VMs from their current
environment to a VMware vSphere SDDC.
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OS Assisted Migrations
In this lab simulation, you can use the software interface as if you are interacting with a
live environment.
1. Click here to open the interactive simulation. It will open in a new browser
window or tab.
2. When finished, click the “Return to the lab” link to continue with this lab.
The lab continues to run in the background. If the lab goes into standby mode, you can
resume it after completing the module.
Module 5 - Day 2 –
Monitoring and
Operations with HCX (15
minutes)
Introduction
In this module we will walk through the insight vRealize Operations will give us when
paired with HCX.
1. Click here to open the interactive simulation. It will open in a new browser
window or tab.
2. When finished, click the “Return to the lab” link to continue with this lab.
The lab continues to run in the background. If the lab goes into standby mode, you can
resume it after completing the module.
Conclusion
Thank you for participating in the VMware Hands-on Labs. Be sure to visit
http://hol.vmware.com/ to continue your lab experience online.
Version: 20191021-185918