Upgrade Site Recovery Manager Server with Migration

You can upgrade Site Recovery Manager and migrate Site Recovery Manager Server to a different host than the previous Site Recovery Manager Server installation.

About this task

To upgrade Site Recovery Manager and keep Site Recovery Manager Server on the same host as the previous installation, see In-Place Upgrade of Site Recovery Manager Server.

To upgrade Site Recovery Manager and migrate Site Recovery Manager Server to a different host, you create a new Site Recovery Manager Server installation on the new host, and connect it to the Site Recovery Manager database from the previous installation. You can uninstall the old Site Recovery Manager Server installation.

If you are using credential-based authentication, you receive prompts to accept the vCenter Server certificate during the installation. If you are using certificate-based authentication, you do not receive a prompt to accept the certificate.

Note:

You cannot perform upgrade with migration if you are updating Site Recovery Manager 5.8 to a 5.8.x update release or to a 5.8.x.x patch release. To upgrade Site Recovery Manager 5.8 to a 5.8.x update release or to a 5.8.x.x patch release, see In-Place Upgrade of Site Recovery Manager Server.

Prerequisites

• You completed the tasks in Prepare for Site Recovery Manager Upgrade.

• Log in to the Site Recovery Manager host machine to upgrade. Log in using an account with sufficient privileges. This is often an Active Directory domain administrator, but can also be a local administrator.

• Log in to the host machine on which to install the new version of Site Recovery Manager Server.

• Create a 64-bit ODBC system data source name (DSN) on the new host machine to connect to the existing Site Recovery Manager database that you used with the previous version. For information about creating an ODBC DSN, see Create an ODBC System DSN for Site Recovery Manager.

• 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 upgrade Site Recovery Manager Server as you used when you created the Integrated Windows Authentication DSN for SQL Server.

• Download the Site Recovery Manager installation file to a folder on the new Site Recovery Manager Server host.

Procedure

1. Stop the Site Recovery Manager Server service on the old Site Recovery Manager Server host.
2. On the host on which to install the new version of Site Recovery Manager Server, double-click the Site Recovery Manager installer icon, select an installation language, and click OK.
3. Follow the installer prompts to accept the license agreement, and verify that you satisfied the installation prerequisites.
4. 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.

5. Enter information about the upgraded vCenter Server instance that you used with the previous Site Recovery Manager Server installation 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.

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. Click Yes to confirm that you want to overwrite the existing Site Recovery Manager extension on this vCenter Server instance.
9. 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	Select Automatically generate certificate and click Next. Enter text values for your organization and organization unit, typically your company name and the name of your group in the company. Click Next.
   Authenticate with vCenter Server by using a custom certificate	Select Load a certificate file and click Next. 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. Enter the certificate password. Click Next.

10. Select Use a custom database server, select a 64-bit DSN that connects to the Site Recovery Manager database that you used with the previous installation, click Next, and provide the database connection information.

    Option	Action
    Username	Enter a valid user name for the specified database. If you use Integrated Windows Authentication, this option is not available.
    Password	Enter the password for the specified user name. If you use Integrated Windows Authentication, this option is not available.
    Connection Count	Enter the initial connection pool size. 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. In most cases, it is not necessary to change this setting. Before changing this setting consult with your database administrator.

11. Select Use existing database and click Next.
    Caution:

    If you select Recreate the database, the installer overwrites the existing database and you lose all configuration information from the previous installation.

12. 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.

13. Click Install.
14. When the installation is finished, click Finish.

What to do next

Repeat the procedure to upgrade the Site Recovery Manager Server on the other Site Recovery Manager site.

Log in to vSphere Web Client, or if you are already connected to vSphere Web Client, log out of vSphere Web Client and log in again. The Site Recovery Manager extension appears in vSphere Web Client.

Note:

If you are updating an existing Site Recovery Manager 5.8.x installation, you might need to clear the browser cache for the update to appear in vSphere Web Client. You might also see RPC fault errors when you log into vSphere Web Client for the first time after the update. Logging out of vSphere Web Client and logging in again removes the errors.