You must install a Site Recovery Manager Server at the protected site and at the recovery site.

About this task

Site Recovery Manager requires the equivalent version of vCenter Server. You must install the same version of Site Recovery Manager Server and vCenter Server on both sites. You cannot mix Site Recovery Manager and vCenter Server versions across sites.

For environments with a small number of virtual machines to protect, you can run Site Recovery Manager Server and vCenter Server on the same system. For environments that approach the maximum limits of Site Recovery Manager and vCenter Server, install Site Recovery Manager Server on a system that is different from the system on which vCenter Server is installed. If Site Recovery Manager Server and vCenter Server are installed on the same system, administrative tasks might become more difficult to perform in large environments.

If you are upgrading an existing Site Recovery Manager installation, see Upgrading Site Recovery Manager.

Prerequisites

  • Install the same version of vCenter Server as the version of Site Recovery Manager to install.

  • Configure and start the Site Recovery Manager database service before you install the Site Recovery Manager Server. See Creating the Site Recovery Manager Database.

  • Download the Site Recovery Manager installation file to a folder on the machine on which to install Site Recovery Manager.

  • Site Recovery Manager requires a database source name (DSN) for 64-bit open database connectivity (ODBC). You can create the ODBC system DSN before you run the Site Recovery Manager installer, or you can create the DSN during the installation process. For details about creating the ODBC system DSN, see Create an ODBC System DSN for Site Recovery Manager.

  • Verify that you have the following information:

    • A user account with sufficient privileges to install Site Recovery Manager. This account is often an Active Directory domain administrator, but can also be a local administrator.

    • The fully qualified domain name (FQDN) or IP address of the site’s vCenter Server instance. The server must be running and accessible during Site Recovery Manager installation. You must use the address format that you use to connect Site Recovery Manager to vCenter Server when you later pair the Site Recovery Manager sites. Using FQDNs is preferred, but if that is not universally possible, use IP addresses for all cases.

    • The user name and password of the vCenter Server administrator account.

    • A user name and password for the Site Recovery Manager database.

    • If you are using certificate-based authentication, the pathname to an appropriate certificate file. See Site Recovery Manager Authentication and Requirements When Using Trusted SSL Certificates with Site Recovery Manager.

Procedure

  1. Double-click the Site Recovery Manager installer icon, select an installation language, and click OK.
  2. Follow the prompts and accept the license agreement.
  3. Click Change to change the folder in which to install Site Recovery Manager, select a target volume, and click Next.

    The default installation folder for Site Recovery Manager is C:\Program Files\VMware\VMware vCenter Site Recovery Manager. If you use a different folder, the pathname cannot be longer than 170 characters including the end slash, and cannot include non-ASCII characters.

  4. Select whether to install vSphere Replication and click Next.

    If you connect Site Recovery Manager to a vCenter Server instance that is already running vSphere Replication as a registered extension, you must still select the Install vSphere Replication option. Selecting this option installs components that Site Recovery Manager requires to work with vSphere Replication. You can also install vSphere Replication after you install Site Recovery Manager by running the installer again in Repair mode.

  5. Type information about the vCenter Server instance at the site where you are installing Site Recovery Manager and click Next.

    Option

    Action

    vCenter Server Address

    Type the host name or IP address of vCenter Server. Enter the host name in lowercase letters. After installation is complete and you are configuring the connection between the protected and recovery sites, supply this host name or IP address exactly as you enter it here, because it is subject to case-sensitive comparisons.

    Important:

    Note the address format that you use to connect Site Recovery Manager to vCenter Server. You must use the same address format when you later pair the Site Recovery Manager sites. If you use an IP address to connect Site Recovery Manager to vCenter Server, you must use this IP address when pairing the Site Recovery Manager sites. If you use certificate-based authentication, the address of Site Recovery Manager Server must be the same as the Subject Alternative Name (SAN) value of the Site Recovery Manager certificate. This is usually the fully qualified domain name of the Site Recovery Manager Server host.

    vCenter Server Port

    Accept the default or enter a different port.

    vCenter Server Username

    Type the user name of an administrator of the specified vCenter Server instance.

    vCenter Server Password

    Type the password for the specified user name. The password text box cannot be empty.

  6. (Optional) : If you are using credential-based authentication, verify the vCenter Server certificate and click Yes to accept it.

    If you are using certificate-based authentication, there is no prompt to accept the certificate.

  7. Select an authentication method and click Next.

    Option

    Description

    Use credential-based authentication

    1. Select Automatically generate certificate and click Next.

    2. Type text values for your organization and organization unit, typically your company name and the name of your group in the company.

    Use certificate-based authentication

    1. Select Use a PKCS #12 certificate file and click Next.

    2. Type the path to the certificate file. The certificate file must contain exactly one certificate with exactly one private key matching the certificate.

    3. Type the certificate password.

    4. The local host value must be the same as the Subject Alternative Name (SAN) value of the Site Recovery Manager Server certificate. This is usually the fully qualified domain name of the Site Recovery Manager Server host.

  8. Type the administrator and host configuration information and click Next.

    Option

    Description

    Local Site Name

    A name for this installation of Site Recovery Manager. A suggested name is generated, but you can type any name. It cannot be the same name that you use for another Site Recovery Manager installation with which this one will be paired.

    Administrator E-mail

    Email address of the Site Recovery Manager administrator, for potential use by vCenter Server. This field is required even though email notifications are not implemented in this version.

    Additional E-mail

    An optional email address of another Site Recovery Manager administrator, for potential use by vCenter Server.

    Local Host

    Name or IP address of the local host. This value is obtained by the Site Recovery Manager installer and needs to be changed only if it is incorrect. For example, the local host might have more than one network interface and the one detected by the Site Recovery Manager installer is not the interface you want to use. If you use certificate-based authentication, the Local Host value must be the same as the SAN value of the supplied certificate. This is usually the fully qualified domain name of the Site Recovery Manager Server host.

    Listener Ports

    SOAP and HTTP port numbers to use.

    API Listener Port

    SOAP port number for API clients to use.

    The Site Recovery Manager installer supplies default values for the listener ports. Do not change them unless the defaults would cause port conflicts.

  9. Provide the Site Recovery Manager database configuration information and click Next.

    Option

    Action

    Database Client

    Select a database client type from the drop-down menu.

    Data Source Name

    Select an existing 64-bit DSN from the drop-down menu. You can also click ODBC DSN Setup to start the Windows 64-bit ODBC Administrator tool, to view the existing DSNs, or to create a new 64-bit system DSN.

    Username

    Type a user ID valid for the specified database.

    Password

    Type the password for the specified user ID.

    Connection Count

    Type the initial connection pool size. If all connections are in use and a new one is needed, a connection is created as long as it does not exceed the maximum number of connections allowed. It is faster for Site Recovery Manager to use a connection from the pool than to create one. In most cases, it is not necessary to change this setting. Before changing this setting, consult with your database administrator.

    Max Connections

    Type the maximum number of database connections that can be open simultaneously. If the database administrator has restricted the number of connections that the database can have open, this value cannot exceed that number. In most cases, it is not necessary to change this setting. Before changing this setting, consult with your database administrator.

  10. Click Install.
  11. When the installation is finished, click Finish.

What to do next

Repeat the installation process on the recovery site.