Install Site Recovery Manager Server for Windows

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

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

• Perform the tasks and verify that you have the required information listed in Prerequisites and Best Practices 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. Select 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 must be up to 120 characters including the end slash, and you must use ASCII characters.
4. Enter information about the Platform Services Controller at the site where you are installing Site Recovery Manager and click Next.

   Option	Description
   Address	The host name or IP address of the Platform Services Controller for the vCenter Server with which to register Site Recovery Manager. 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: To facilitate IP address changes in your infrastructure, provide a fully qualified domain name (FQDN) whenever possible, rather than an IP address. Important: If the Platform Services Controller uses an FQDN rather than an IP address, you must specify the FQDN when you install Site Recovery Manager.
   HTTPS Port	Accept the default value of 443 or enter a new value if Platform Services Controller uses a different port. Platform Services Controller only supports connections over HTTPS and does not support HTTP connections.
   Username	The vCenter Single Sign-On user name for the vCenter Single Sign-On domain to which this Platform Services Controller instance belongs. This user account must be a member of the vCenter Single Sign-On Administrator group on the Platform Services Controller instance. Only members of the Administrator group have the necessary permissions to create or recreate the Site Recovery Manager solution user.
   Password	The password for the specified vCenter Single Sign-On user name.

5. If prompted, verify the Platform Services Controller certificate and click Accept to accept it.
6. Select the vCenter Server instance with which to register Site Recovery Manager and click Next.
   Important: The drop-down menu includes all of the vCenter Server instances that are registered with the Platform Services Controller. In an environment that uses Enhanced Linked Mode, it can also include vCenter Server instances from other Platform Services Controller instances. Make sure that you select the correct vCenter Server instance. Once the Site Recovery Manager installation is complete, you cannot modify it to select a different vCenter Server instance.
7. Enter information with which to register the Site Recovery Manager extension with vCenter Server, and click Next.

   Option	Description
   Local Site Name	A name for this Site Recovery Manager site, which appears in the Site Recovery Manager interface. The vCenter Server address is used by default. Use a different name for each Site Recovery Manager installation in the pair.
   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. Important: To facilitate IP address changes in your infrastructure, provide a fully qualified domain name (FQDN) whenever possible, rather than an IP address.
   Listener Port	HTTPS port for all management traffic to Site Recovery Manager Server, including traffic with external API clients for task automation. The port is also used by vSphere Web Client to download the Site Recovery Manager client plug-in. This port must be accessible from the vCenter Server proxy system. Do not change the port unless the default of 9086 causes port conflicts. Note: Changing the listener port prevents you from using the VMware Site Recovery service on VMware Cloud on AWS.
   SRM UI Port	HTTPS port for the Site Recovery Manager user interface. The default port is 443. If the Platform Services Controller is installed on the same machine, you must change this port.

8. 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.
   Both Site Recovery Manager Server instances in a site pair must use the same plug-in identifier.

   Option	Description
   Default SRM Plug-in Identifier	Use this option when you install Site Recovery Manager in a standard configuration with one protected site and one recovery site.
   Custom SRM Plug-in Identifier	Use this option when you install 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.

9. Select a certificate type and click Next.

   Option	Description
   Automatically generate certificate	Use 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.
   Load a certificate file	Use a custom certificate: Select Use a PKCS#12 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 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.

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

    Option	Action
    Data Source Name	This option is only visible if you selected Use the embedded database server. 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.
    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. Important: Do not use postgres as the embedded database user name. The postgres user name is reserved for the vPostgres database super user. 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. This option is disabled if you use SQL Server with Integrated Windows Authentication.
    Database Port	This option is only visible if you selected Use the embedded database server. You cannot change this value if the embedded database already exists.
    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. The maximum value that you can set depends on your database configuration. In most cases, it is not necessary to change this setting. Before changing this setting, consult with your database administrator. Setting the value too high can lead to database errors.
    Max Connections	Enter the maximum number of database connections that can be open simultaneously. The maximum value that you can set depends on your database configuration. 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. Setting the value too high can lead to database errors.

12. Select the user account under which to run the Site Recovery Manager Server service and click Next.
    • 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. After the installation is finished, click Finish.
15. Repeat steps Step 1 through Step 14 on the other site.