Before you install Site Recovery Manager Server, you must perform several tasks and verify that you have certain information.

About this task

  • Install the appropriate version of vCenter Server. This release of Site Recovery Manager requires the vSphere Web Client. 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.

  • If you do not use the embedded Site Recovery Manager database, configure and start the Site Recovery Manager database service before you install the Site Recovery Manager Server. See Creating the Site Recovery Manager Database.

  • If you do not use the embedded Site Recovery Manager database, 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. If you use the embedded Site Recovery Manager database, the Site Recovery Manager installer creates the necessary DSN.

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

  • Verify that no reboot is pending on the Windows machine on which to install Site Recovery Manager Server. Verify that no other installation is running, including the silent installation of Windows updates. Pending reboots or running installations can cause the installation of Site Recovery Manager Server or the embedded Site Recovery Manager database to fail.

  • To use Site Recovery Manager with vSphere Replication, deploy the appropriate version of vSphere Replication on both of the protected and recovery sites before you install Site Recovery Manager Server. The Site Recovery Manager installer verifies the version of vSphere Replication during installation and stops if it detects an incompatible version. This verification is not performed if you install vSphere Replication after you install Site Recovery Manager Server, which might lead to incompatible versions. Incompatible versions of Site Recovery Manager and vSphere Replication cause the vSphere Web Client to stop working. For information about compatibility between vSphere Replication and Site Recovery Manager versions, see vSphere Replication 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.

  • If you have existing vSphere Replication appliances on the sites, you must either upgrade them to the correct version or unregister them from both vCenter Server instances before you install Site Recovery Manager. Incompatible versions of Site Recovery Manager and vSphere Replication cause the vSphere Web Client to stop working. See Unregister an Incompatible Version of vSphere Replication.

  • The user account that you use to install and run Site Recovery Manager must be a member of the local Administrators group. You can configure the Site Recovery Manager service to run under a specified user account. This account can be a local user or a domain user that is a member of the Administrators group on the machine on which you are installing Site Recovery Manager.

  • If you are using certificate-based authentication, you must obtain appropriate certificate file. You must use the same type of authentication on both sites. See Site Recovery Manager Authentication and Requirements When Using Trusted SSL Certificates with Site Recovery Manager.

  • If you are using certificate-based authentication, provide the certificate for the remote site to the vSphere Web Client service on each site. See Provide Trusted CA Certificates to vSphere Web Client.

  • Verify that you have the following information:

    • 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 not using the embedded database.