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

About this task

You must install the same version of Site Recovery Manager Server and vCenter Server on both sites. You cannot mix Site Recovery Manager or 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.

If you are installing Site Recovery Manager in a shared recovery site configuration, see Installing Site Recovery Manager to Use with a Shared Recovery Site.

Prerequisites

  • Site Recovery Manager requires the appropriate version of vCenter Server. For information about compatibility between vCenter Server and Site Recovery Manager versions, see vCenter Server Requirements in the Compatibility Matrixes for vCenter Site Recovery Manager 5.8 at https://www.vmware.com/support/srm/srm-compat-matrix-5-8.html.

  • Perform the tasks and verify that you have the required information listed in Prerequisites for Site Recovery Manager Server Installation.

  • If you use an SQL Server database with Integrated Windows Authentication as the Site Recovery Manager database, you must use the same user account or an account with the same privileges when you install Site Recovery Manager Server as you used when you created the Integrated Windows Authentication data source name (DSN) for SQL Server.

Procedure

  1. Double-click the Site Recovery Manager installer, select an installation language, and click OK.
  2. Follow the installer prompts to accept the license agreement, and verify that you satisfied the installation prerequisites.
  3. Choose where to install Site Recovery Manager Server, and click Next.
    • Keep the default destination folder.

    • Click Change to change the destination folder, and select a target volume.

    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 120 characters including the end slash, and cannot include non-ASCII characters.

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

    Option

    Action

    vCenter Server Address

    Enter 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 new value if vCenter Server uses a different port.

    vCenter Server Username

    Enter the user name of an administrator of the specified vCenter Server instance. If you use auto-generated certificates, Site Recovery Manager Server uses the username and password that you specify here to authenticate with vCenter Server whenever you connect to Site Recovery Manager. If you use custom certificates, only the Site Recovery Manager installer uses this account to register Site Recovery Manager with vCenter Server during installation.

    vCenter Server Password

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

  5. (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, you do not receive a prompt to accept the certificate.

  6. Enter information with which to register the Site Recovery Manager with vCenter Server, and click Next.

    Option

    Description

    Local Site Name

    A name for this Site Recovery Manager site, that appears in the Site Recovery Manager interface. A suggested name is generated, but you can enter 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. This information is required even though you use the standard vCenter Server alarms to configure email notifications for Site Recovery Manager events.

    Local Host

    Name or IP address of the local host. The Site Recovery Manager installer obtains this value. Only change it if it is incorrect. For example, the local host might have more than one network interface and the one that the Site Recovery Manager installer detects 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.

  7. Select the default Site Recovery Manager plug-in identifier, or create a plug-in identifier for this Site Recovery Manager Server pair, and click Next.

    You can install Site Recovery Manager in a shared recovery site configuration, in which multiple protected sites recover to a single recovery site.

    Option

    Description

    Default SRM Plug-in Identifier

    Installs Site Recovery Manager in a standard configuration with one protected site and one recovery site.

    Custom SRM Plug-in Identifier

    Installs Site Recovery Manager in a shared recovery site configuration, with multiple protected sites and one recovery site. Enter the details of the plug-in identifier.

    Plug-in ID

    A unique identifier. Assign the same identifier to the Site Recovery Manager Server instances on the protected site and the shared recovery site.

    Organization

    The name of the organization to which this Site Recovery Manager Server pair belongs. This name helps to identify to Site Recovery Manager Server pairs in a shared recovery site configuration, especially when multiple organizations use the shared recovery site.

    Description

    An optional description of this Site Recovery Manager Server pair.

  8. Select an authentication method and click Next.
    Important:

    You must use the same authentication method on both sites. If you attempt to use credential-based authentication on one site and certificate-based authentication on the other, site pairing fails.

    Option

    Description

    Authenticate with vCenter Server by using credential-based authentication with an automatically generated certificate

    1. Select Automatically generate certificate and click Next.

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

    3. Click Next.

    Authenticate with vCenter Server by using a custom certificate

    1. Select Load a certificate file and click Next.

    2. Click Browse, navigate to the certificate file, and click Open. The certificate file must contain exactly one certificate with exactly one private key matching the certificate.

    3. Enter the certificate password.

    4. Click Next.

  9. Select whether to use the embedded database or a custom database, and click Next.

    Option

    Description

    Use the embedded database server

    Site Recovery Manager provides a built-in vPostgres database that you can use with minimal configuration.

    Use a custom database server

    Select an existing 64-bit DSN from the drop-down menu. You can also click 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 for the Site Recovery Manager database.

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

    Option

    Action

    Data Source Name

    • Enter a name for the DSN that the Site Recovery Manager installer creates when it creates the embedded database. The embedded database DSN can only contain alphanumeric characters and underscores.

    • If you use a custom database, select the DSN for your database.

    Database Username

    • Enter a user name for the database user account that the Site Recovery Manager installer creates when it creates the embedded database. The embedded database username can only contain lower case alphanumeric characters and underscores.

    • Enter the user name for an existing database user account to use with a custom database. This option is disabled if you use SQL Server with Integrated Windows Authentication. In this case, the credentials of the user account running the Site Recovery Manager installer are used to authenticate with SQL Server. This account is also used to run the Site Recovery Manager service, to guarantee that Site Recovery Manager can connect to the database.

    Database Password

    • Enter a password for the database user account that the Site Recovery Manager installer creates when it creates the embedded database. The password cannot contain any white spaces, quotation marks, backslashes, or Extended ASCII characters.

    • Enter the password for an existing database user account to use with a custom database.

    Database Port

    This option is only visible if you selected Use the embedded database server. Leave the default port number or enter a new port number if the default port is already in use.

    Connection Count

    Enter 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

    Enter the maximum number of database connections that can be open simultaneously. If the database administrator 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 you change this setting, consult with your database administrator.

  11. Select the user account under which to run the Site Recovery Manager Server service.
    • Select Use Local System Account to run the Site Recovery Manager Server service under the Local System account.

    • Enter the username and password of an existing LDAP user account to run the Site Recovery Manager Server service under a different user account. This can be any user account, including local users, that is a member of the built-in Administrators group.

    This option is not available if you use an SQL Server database with Integrated Windows Authentication. In this case, the Site Recovery Manager Server service runs under the account that you use to install Site Recovery Manager.

  12. Click Install.
  13. When the installation is finished, click Finish.
  14. Repeat steps 1 through 13 on the recovery site.