You can upgrade Site Recovery Manager and migrate Site Recovery Manager Server to a different host than the previous Site Recovery Manager Server installation.
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.
- Complete the tasks and obtain the information described in Prerequisites and Best Practices for Site Recovery Manager Upgrade.
- Log in using an account with sufficient privileges. This is an Active Directory domain administrator, or a local administrator.
- You can only upgrade Site Recovery Manager with migration if you use an external database with the previous installation. You cannot migrate the contents of the embedded database.
- 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, 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.
- Log in to the host machine on which the previous version of Site Recovery Manager Server is running.
- Stop the Site Recovery Manager Server service on the old Site Recovery Manager Server host.
- Log in to the host machine on which to install the new version of Site Recovery Manager Server.
- Double-click the Site Recovery Manager installer, select an installation language, and click OK.
- Follow the installer prompts to accept the license agreement, and verify that you satisfied the installation prerequisites.
- Select where to install Site Recovery Manager Server, and click Next.
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.
- Keep the default destination folder.
- Click Change to change the destination folder, and select a target volume.
- Enter information about the Platform Services Controller at the site where you are upgrading Site Recovery Manager Server 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. If the address of the Platform Services Controller changed during the upgrade of vCenter Server, enter the new address. Enter the host name in lowercase letters. After the upgrade 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. HTTPS Port Accept the default value of 443 or enter a new value if Platform Services Controller uses a different port. User name 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.
- If prompted, verify the Platform Services Controller certificate and click Accept to accept it.
- 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.
- 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.
- 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.
- Click Yes to confirm that you want to overwrite the existing Site Recovery Manager extension on this vCenter Server instance.
- 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.
- Select Use a custom database server, select the 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. Usually, it is not necessary to change this setting. Before changing this setting, consult with your database administrator.
- Select the user account under which to run the Site Recovery Manager Server service and click Next.
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.
- 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.
- Click Install.
- After the installation is finished, click Finish.
What to do next
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 upgraded Site Recovery Manager extension appears in vSphere Web Client. You might need to clear the browser cache for the upgrade to appear in vSphere Web Client. If the upgrade still does not appear, restart the vSphere Web Client service.
Repeat the procedure to upgrade the Site Recovery Manager Server on the other Site Recovery Manager site.
After you have upgraded both sites, see Configure and Verify the Upgraded Site Recovery Manager Installation.