Tuesday, December 31, 2013

How to Setup Hyper-V Recovery Manager with a Single VMM server topology

Hyper-V Recovery Manager with single VMM server topology

Recently, Microsoft announced that a single VMM server will be sufficient in order to take advantage of Hyper-V Replica – a software as a service offering from Windows Azure, that will orchestrate DR workflows in your on-premise cloud infrastructures, managed by System Center 2012 R2 – Virtual Machine Manager.
This is a huge step in the right direction, in order to ensure HVR adoption for customers and partners.
The requirement of having two VMM infrastructures would not only be an additional cost, but also lead to administrative overhead and complexity, since a Hyper-V host can only be managed by a single VMM management server at a time.


This blog post will focus on:

·         Setup of the HVR agent on the VMM Management server
·         Creation of DR Cloud within VMM
·         Configuration of DR in HVR
·         Orchestration with HVR and VMM

Setup of the HVR agent on the VMM Management server

Before we can go ahead and deploy HVR into our environment, the following requirements must be met.

Hyper-V Recovery Manager prerequisites:

·         Windows Azure account. You will need an Azure account with the recovery services feature enabled.
·         .CER certificate that must be uploaded as a management certificate containing the public key to the Hyper-V Recovery vault, so that the VMM server can be registered with this vault. Each vault has a single .cer certificate that complies with the certificate prerequisites.
·         .PFX file. The .cer certificate must be exported as a .PFX file (with the private key), and you will import it on each VMM server that contains virtual machines that you want to protect. This blog post will only use a single VMM server.

VMM server prerequisites:

·         At least one VMM server running on System Center 2012 SP1 or System Center 2012 R2 (this blog post will demonstrate 2012 R2)
·         If you are running one VMM server, it will need two clouds configured (where the DR will occur between the clouds). If you have two or more VMM servers, at least one cloud should be configured on the source VMM server you want to protect, and one cloud on the destination VMM server that you will use for recover. The primary cloud you want to protect must contain the following:
o   One or more VMM host groups
o   One or more Hyper-V hosts servers in each host group
o   One or more Hyper-V virtual machines on each Hyper-V host
·         If you want virtual machines to be connected to a VM network after failover, you configure network mapping in Hyper-V Recovery Manager.

Once the certificate is uploaded to HVR, you can download the latest provider that you should install on your VMM management server



The installation process will require that you stop the System Center Virtual Machine Manager service prior to install, as there will be changes made to the GUI as well as extra functionality on the server

During the installation, you must point to the .pfx file of your .cer certificate and map it with the vault created in Windows Azure Hyper-V Recovery Manager.




Specify the VMM server name, and enable ‘Synchronize cloud data with the vault’. For you information, there will only be metadata that is shipped from VMM to Windows Azure.

Once the setup has completed, the setup can start the VMM server service again, and you can open the VMM console.


The next thing we will do, is to create clouds in VMM.

Creation of DR Cloud within VMM

 A cloud is an abstraction of your physical fabric resources, like virtualization hosts (host groups), networks, storage, library resources, port classifications, load balancers and eventually the user actions that you permits.

Create at least two clouds (one for production and one for DR) where you enable DR on both of them. This option is available when you assign a cloud name and a description



Also, please note that the capability profile that contains ‘Hyper-V’ should be selected as part of the cloud. This is a requirement so that only virtual machines tagged for Hyper-V, can participate in the DR workflows that is solely depending on Hyper-V as the hypervisor.


Now, if we look at the HVR service in Windows Azure again, under protected items, we should see both of our clouds listed


Note that there are currently no virtual machines enabled for protection, although there could be virtual machines running in these clouds.
If we check the clouds in VMM, we can see that status for protection shows ‘disabled’


Configuration of DR in HVR

To complete the configuration of the HVR service, we must continue to work in the Windows Azure Portal.
Click on your cloud under protected items, that should be seen as the primary cloud (running the primary workload).


In order to complete the configuration, click configure protection settings.





This will let you configure the replication location and frequency.
If you are familiar with Hyper-V Replica, you will recognize the options here.

Target location: this will be your VMM server

Target cloud: this will be the DR cloud you created in VMM, that will receive replication from the primary cloud, running the primary workload.

Copy frequency: Choose between 5 minutes (default, 30 seconds and 15 minutes – which was introduced with Windows Server 2012 R2 – Hyper-V.

Additional recovery points: Default is zero, but you can have in total 15 recover points.

Frequency of application-consistent snapshots: Hyper-V Replica does also support app-consistent snapshots in addition to crash consistent snapshots. This is ideally for SQL servers and other critical applications enabled for DR with HVR.

Data transfer compression: default is ON, so that the data is compressed during replication.

Authentication: Certificate and Kerberos is the option. HVR will let you use certificates so you can replicate between different domains if you would like, without any trust.

Port: 8084 is the default port, and a firewall rule will be enabled on the Hyper-V hosts in primary and recovery clouds to allow access to this port

Replication Method: Over the network is default – and recommended, but offline is also an option.

Replication start time: Immediately – which is good when you have the bandwidth. An initial replication will copy and replicate the entire virtual machine (with its virtual hard disks) to the recovery site. A good idea might be to schedule this to happen during night, for example.

Once you have completed the configuration, click ‘Save’.

This will initiate a job in your VMM and Hyper-V infrastructure that will pair clouds, prepare the VMM server(s) and clouds for protection configuration, and configure the settings for the clouds to start protecting virtual machines.

Once the job has completed, go back to protected items in the Azure portal and verify that DR is enabled for your clouds.


We must also map some resources in order to streamline the potential failovers between our cloud.
If you have worked with Hyper-V Replica, you may remember that after you have enabled initial replication on a new virtual machine, the wizard will send you to the virtual NIC interface on the hardware profile, so that you can configure an alternative IP configuration for the VM.
This setting in HVR let us do this at scale, so that network A on the primary cloud could always be mapped to network A2 on the DR cloud, for instance.

Click on ‘resources’ in the portal, and map your networks.
It is important that these networks are available in the cloud configuration in VMM in order to show up here.





Next, let us enable DR on our virtual machines running in the primary cloud.
In VMM, we will notice a new option under ‘Advanced’ on the hardware tab on the virtual machines.
The screenshot below shows a virtual machine running in my ‘Service Provider Cloud’ which is the primary cloud, where I enable DR.



Once this has completed, the virtual machine’s metadata should be exposed in HVR and ready to use in a recovery plan.

Note: if DR should be considered as mandatory in your environment, a good tip would be to tag the hardware profiles on your templates to be enabled for Hyper-V on the capability profile, as well as DR enabled under advanced. Then all newly created virtual machines based on your templates, will be available in the recovery plans in HVR. Also note that if Hyper-V Replica Broker is in use (in a Hyper-V Cluster), you can’t use protection on VMs that are not configured as highly available, running locally on one of the nodes.

Back in the portal, we must create a recovery plan.

Creating Recovery Plans in HVR

Now that we have a VM enabled for protection, it is time to create one or several recovery plans.
A recovery plan gathers virtual machines into groups and specifies the order in which the groups fail over. Virtual machines you select will be added to the default group (Group 1). After you create the recovery plan, you can customize it and add additional groups.
This is very useful if you have distributed applications (everyone have this!) or specific workload you would like to group. The power of HVR is the ability to orchestrate and facilitate the failovers.

Click on recovery plans in the portal, and start the wizard to create a new one.
First, you must select source and target. In my example, since using only a single VMM server, I can use the same on both source and target. Specify a name and continue.



Select virtual machines that should participate in the recovery plan. We can see the VM I enabled previously at this stage.


Once the job has completed, you should have successfully enabled a recovery plan for the virtual machine(s) and is able to perform the workflows like failover (planned, unplanned) and test failover.



Thanks for reading – and in the next blog post or so, we will look closer at DR operations at scale and how to use groups together with recovery plans to meet critical business requirements.

Happy new year!

4 comments:

charles b said...

This kind of post is always inspiring and I prefer to read quality content so I'm happy to find many good points here in your post. Writing is simply great! Thank you for the post.

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Johan said...

very nice post. Interesting information. Another question...

When you have your on primary site and replicate it to azure how does it go with the costs?

Normally you only pay for running hours. But in this case your primary site can never go down. So you only run VMs on replica site for testing.

Does this take any effect on the azure costs?


Kristian Nese said...

Johan, you can't replicate to Azure since you don't have access to any hypervisors there, but the layer above (virtual machines).

The service I am mentioning in my blog, is a control panel/orchestrator delivered from Windows Azure.

Erick said...

So Kristian, I cannot use Windows Azure as DR Site to replicate my VMs there.