The Site Recovery Manager upgrade procedure preserves information from existing installations.

Site Recovery Manager preserves settings and configurations that you created for the previous release.

  • Datastore groups
  • Protection groups
  • Inventory mappings
  • Recovery plans
  • IP customizations for individual virtual machines
  • Custom roles and their memberships
  • Site Recovery Manager object permissions in vSphere
  • Custom alarms and alarm actions
  • Test plan histories
  • Security certificates
  • Mass IP customization files (CSVs)

During an upgrade, Site Recovery Manager does not retain any advanced settings that you configured in the previous installation. This is by design.

Important: During an upgrade, Site Recovery Manager preserves only protection groups and recovery plans that are in a valid state.