Zerto 4.0 VPG Failover

This is Blog 5 in the Zerto Replication 4.0 Series.  This blog will cover the Virtual Protection Group (VPG) Failover.

Current Setup

  • Production Cluster of 2 hosts
  • DR Cluster of 1 host
  • ZVM has been deployed at both sites on Windows 2012 R2
  • VRAs have been installed at each site
  • Sites have been paired
  • VPG’s have been created
  • A test failover has been completed

VPG Failover

Login to the Zerto Interface and go to the VPG Tab.  Make sure the “Failover” option is selected and click Failover.

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Failover window will pop up. Select you VPGs that you want to failover and select next.

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Review the Execution Parameters.  Make sure to choose the “Revers Protect All” option.  This will start protection again once the VPG has failed over

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You are now ready to failover

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After you have started the failover go to the Monitoring Tab and observe the failover progress.  It will go thru several steps.

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Once you have started the failover you can observer the steps in vCenter at the protection site.

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Once the failover has completed the Delta Sync (re-protect) will start.

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Once the sync is complete the direction of the replication will show up under the VPG List

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The Site Topology on the dashboard will now show replication going in both directions

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Now the VM “Labwin7” now resides at the DR Site

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My next blog will cover the new management interface and its changes.

Zerto 4.0 VPG Test Failover

This is Blog 4 in the Zerto Replication 4.0 Series.  This blog will cover the Virtual Protection Group (VPG) Test Failover.

Current Setup

  • Production Cluster of 2 hosts
  • DR Cluster of 1 host
  • ZVM has been deployed at both sites on Windows 2012 R2
  • VRAs have been installed at each site
  • Sites have been paired
  • VPG’s have been created

VPG Test Failover

Login to the Zerto Interface and go to the VPG Tab.  Make sure the “Test” option is selected and click Failover

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Failover Test window will pop up. Select you VPGs that you want to test and select next.

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Review the Execution Parameters

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Start the Failover Test

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Go to the Monitoring Tab to observer the failover tasks.

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The screenshot below shows the steps that are taking place at the target vCenter.

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Once the Failover Test procedure has completed you will be able to bring up your VMs at the target location and begin your testing

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Once you have completed your testing go back to the Monitor Tab.  Go to the tasks and select the red “Stop” button to end the testing.

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The Stop Test window will pop up and ask for the “Result” and “Notes”.  Select Stop to stop the test.

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See the screenshot below to see the Teardown of the testing

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Once the testing has been taken down it will show “Completed” under Monitoring.

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My next blog will cover the VPG Failover process.

Zerto 4.0 Virtual Protection Groups

This is Blog 3 in the Zerto Replication 4.0 Series.  This blog will cover the Virtual Protection Group (VPG) setup.

Current Setup

  • Production Cluster of 2 hosts
  • DR Cluster of 1 host
  • ZVM has been deployed at both sites on Windows 2012 R2
  • VRAs have been installed at each site
  • Sites have been paired

VPG Creation

Once you have logged into the ZVM Interface go to “VPGs” and “New VPG”

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Specify a VPG Name and the Priority Level

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Select the VMs available that you need to protect. Define the boot order and the boot delay.

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At this point you are ready to define the replication.

Replicate To: Define the Recover Site

Default Recover Servers: Define Cluster/Host and Datastore for Protection

SLA: Define Journal History, Target RPO Alerting and a Test Reminder. The advanced journal settings tab will be detailed next.

Advanced: Enable WAN Compression (Like this feature!)

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Advanced Journal Settings

You can define the Journal History, Journal Datastore, Journal Size Hard Limit and Journal Size Warning Threshold

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You can also edit an individual VM by selecting VM Settings

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There you can change these default options

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The next step is to review or change the storage selection.  If you need to change the target then “Edit Selected” after selecting the VM

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You can then define the Volume Source and Target Datastore

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Next Step is Recovery.  You will define the following:

Failover/Move Network, Failover Test Network and the Recovery Folder.  You can also define any scripts that you may need to run.

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Review the NICs Section. Here you can edit individual VMs. This is need if you need to change IPs in the event of a failover or test.

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Define the Network, MAC Address and IP configuration for testing and failover

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There is an option for a “Backup” as well.  I will not be going over this but below is a screenshot of what you can do.

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Summary of the VPG. Click done to start Replication

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Go back to the VPG Section and the VPG will now be listed and in “Initial Sync”.

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Once it has completed you will see several different things including SLA and RPO.

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You can then toggle over to performance and see actual performance related stats

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My next blog in the series will cover the “Test Failover”.

Zerto 4.0 VRA Install and Site Pairing

This is Blog 2 in the Zerto Replication 4.0 series.  This blog will cover the Virtual Replication Appliance (VRA) install as well as Site Pairing.  To find out more about Zerto go to Zerto.com

Current Setup

  • Production Cluster of 2 hosts
  • DR Cluster of 1 host
  • ZVM has been deployed at both sites on Windows 2012 R2

VRA install

Login to the ZVM interface and go to “Setup” tab.  Click “New VRA” to begin deploying VRAs.

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Complete the Host Details for the VRA and Network Details for the VRA then click “Install”.

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Once you complete the Install Wizard several things will happen including VRA deployment, DRS rules keeping VRAs on separate hosts and Opening Firewall Ports.

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Once you have deployed the VRAs you will see them under the “Setup” Tab.

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Do this at you DR site as well. I have setup 1 VRA per host in each cluster.  Now let’s move on to Site Pairing.

Site Pairing

Login to the ZVM interface and go to “Sites” tab.  Select the “Pair” option.

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Add Site

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Your Sites will pair

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At this point you can go to “Sites” in the ZVM and see your DR Site

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My next blog in the series will cover Virtual Protection Group (VPG) creation

Zerto Virtual Replication 4.0 is Here!!

Zerto released 4.0 in early May and with it came a lot of great new features like on premise replication to AWS and cross hypervisor replication.  The new user interface has been updated to HTML 5.  It is a simpler and easier interface to use when protecting your environment.  You can find out all the info you need on the new features at Zerto.com

This blog series will be focused on installation of Zerto Virtual Manager, VRA deployment, VM protection and failover.

My Home Lab Setup

Hardware

  • 3 Desktop cases
  • 2 Desktops with i5 Processors, 32GB Memory, 1 nic for Management/vMotion, 1 nic for NFS
  • 1 Desktop with Dual Quad Core , 24GB Memory, 1 nic for management, 1 nic for NFS
  • HP 1810 8 port managed switch
  • Synology DS 413j with 2TB disks with Raid 1/0

Setup

  • Prod and DR Cluster
  • 2 hosts in Prod and 1 in DR
  • 1 Domain Controller (2012 R2)
  • 1 Zerto Virtual Manager per site (2012 R2)
  • 1 Zerto Virtual Replicator Appliance per host

You can download the files needed from the Zerto support portal. You will need .Net 4.0 and the Zerto Virtual Replication Installer.

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Installation

Launch the Zerto Virtual Replication Installer

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Accept the License Agreement

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Select Destination

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Choose the Installation type.  I will be doing the Custom Install as it is recommend for production environments.

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ZVM Setup.  Enter the connection settings for the ZVM including all of the required ports.

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Select the Service User Account. I setup a local account called “Zerto” and made it a local admin.  I like creating separate service accounts just for the purpose of logging.

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Add in the Site Details

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vCenter Server Connectivity.

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ZVM has the ability to connect to VMware vCloud Director.  Leave the option unchecked.

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At this point the installer will proceed with checking the prerequisites.  It will check vCenter connectivity, Window Service Account and open any firewall ports if needed.

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Configuration will then take place

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Once the Configuration has completed you can login to the ZVM Interface.  You will be prompted for a License and that point.

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Below is the New User Interface.

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As you can see the ZVM install is as simple as it has always been.  You will need to do the same setup at your DR location.  My next blog will cover VRA installation and Site Pairing.

Zerto VPG Failover

This is Blog 5 of 5 on Zerto Replication.  This blog will cover how to do a “Failover” for a Virtual Protection Groups (VPG).  First, let’s recap where  we are.

  • ZVM has been installed at both sites
  • The sites have been paired
  • VRAs deployed at both sites
  • VPGs have been configured and replicating
  • VPGs have been tested with a test failover

So now Zerto is up and running 100%.  We are now ready to failover VMs in the event of a Disaster Recovery Scenario. 

Go to the VPG you want to failover.  In the bottom right-hand corner move button to “live” and select the failover arrow.

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Select the VPGs you want to failover and select next

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 Here you will select your “Commit Policy”, “Shutdown Protected VMs” and the “Checkpoint” of your choosing

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You are now ready to execute the failover process.  The failover starts, by creating the virtual machines in the recovery site to the point-in-time chosen in the previous step.  Finally the data is promoted from the journal to the VM and the failover is complete.

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As you can see the LABWIN7VM1 has failed over to the DR cluster

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This concludes my series on Zerto.  I hope this blog series has been helpful and showed you how Zerto can be a great asset for your disaster recovery needs.

 

Zerto Virtual Protection Group (VPG) Test Failover

This is Blog 4 of 5 on Zerto Replication.  This blog will cover how to do a “Test Failover” for a Virtual Protection Group (VPG).  This is a great feature where you can test your DR site at any time without causing any interruption in your production environment. First, let’s recap where we are.

  • We have installed ZVM at both sites
  • The sites have been paired
  • VRAs deployed at both sites
  • VPGs have been configured and replicating

So now we are ready to “Test Failover” the VPG.

1. Go to the VPG you want to failover.  In the bottom right-hand corner make sure the “Test” feature is selected and not the “Live”.  Then select the “Failover” arrow.

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2. Make sure the VPG you are testing is checked and hit next

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3. The “Configure” option is where you select the bookmarks or point in time you want to use. Select the checkpoint option.

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4. Here you select you Recovery Point options.  I will pick the Manual Select Option.

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5. Then you can select the Point-in-Time based on your journal settings you chose earlier in the setup

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6. Now you are ready to test the failover by clicking the failover arrow

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 7. Go back to the VPG and once Zerto and VMware have completed the failover you will be presented with this screen.  You will see in the upper right-hand corner that the VPG is in Test mode as well as the green check at the bottom-left of the screen beside “fail over test”.  Now you can test your VMs on the “Test” network you defined earlier.  During “Test mode” you can initiate a true failover if something happens during that time.

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8. After you have completed you’re testing its time to stop the failover test by selecting the “Stop” symbol in the upper right-hand corner.

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9. The Stop Failover Test screen will pop-up.  Select the VPG and select the “Stop Selected” option.

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10. Once Zerto and VMware have taken down the test VMs and a green check will show up beside “Stop Failover Test”.  Now your VPG is back to normal.

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This concludes this blog on failover testing for a VPG.  My final blog in this series will go over an actual failover.