Things to Know About Guest IP Customization in VMware Site Recovery Manager!

With the introduction of Site Recovery Manager 5.0, the customization workflows of the product were improved tenfold as compared to the previous versions of SRM. SRM 5.0 Guest IP customization was a great revolution as this helped reducing the RTO significantly. In the earlier versions of SRM, it use to take a long time for Virtual Machines to get a new IP address during a Test Recovery or Actual Recovery since this was achieved by using utilities like sysprep.

However, with SRM 5.0 the Guest IP customization feature allows you to inject a new IP address to the virtual machine powering on at the DR site within a few seconds. This is done by using the guest OS APIs which are used to push the new IP address as soon as the VM is ready to be powered on. In-fact to achieve this, the virtual machine is first briefly powered on to inject this IP and then it will power on again with the new settings as per the power on priorities and dependencies which you have created in the recovery plan.

The amazing thing is that this can be configured for hundreds of virtual machine by using a pre configured xml file or a convenient GUI option can be used, if you have a smaller environment. To learn about how to configure Guest IP customization refer to the This blog article from VMware Blogs.

Now that you understand the feature, its important that you use and apply this in an environment which can support such a feature. The reason I say this is because of the fact that Guest IP customization does not work on all the Guest Oses which are supported on a vSphere Platform. This will only work on Guest OSes which support Guest IP customization. Though, this feature is supported by most of the Guest Operating Systems, however it is better to check before hand to ensure that you do not face any roadblocks during the implementation. You can get the list of Guest OSes which support Guest Customization on the following link.

In case you get into a situation where you have a Guest OS which is not supported for customization, you would get the following error message in the Recovery Workflow as shown in the screenshot below:-

Error: The Guest operating system "oracleLinux64Guest" is not supported. The value in the "quotes" will be the OS which does not support Customization hence if your recovery workflow has the step to customize the IP of this OS, then the recovery plan will STOP with this error. The end state of the Virtual Machine at the DR site would be in registered mode, however it would be in a powered OFF state.

You can manually power on this VM in the DR site, however the IP address of this machine will remain unchanged from the primary site which could result in a catastrophe, hence please be careful.

Now, let's talk about the remedies and how we can take care of such situations till the time the Guest OS advances and starts supporting the customization option. I believe we can 2 methods to take care of this issue.

Method 1 - We can make this change a manual option, which means that we can easily Add a Message Step to the recovery plan for such Virtual Machines. This message step would be added before the Power On step in the workflow. This message will display that the Virtual machine vNic needs to be disconnected at power on and the virtual machine IP address needs to be changed by the Administrator manually at the time of TEST or Actual RECOVERY. You should also disable the IP Customization step for this machine in the workflow so that the workflow executes successfully.

Method 2 - The second method is more ADMIN friendly as I am going to ask you to script this change and add this to the Post Power on script option in the Recovery Workflow. For this you would need 2 Ethernet configuration files, one for Primary and the other for DR site. Please research and create these files on the basis of the operating system which you have. This would mostly be a Unix flavored OS as most of the Windows Guest OS support Customization. Once you have these files ready, add a script on the Startup of the OS to replace the existing network settings with the new one at the time of , Failover, Failback or Test.

Hope this will help you to tackle such a situation if you come across one. 

VMware Site Recovery Manager - Accessing Test Network during Disaster Recovery Drills!

Like most of my blog posts, this topic was also a question which was raised by one of my customer during an SRM Plan & Design engagement. I did not find a blog or a document which speaks about this topic and hence I thought of documenting this on vXpress and help the community use this solution if they face a similar situation.

Well, the topic is pretty much self explanatory, however let me go ahead and dissect it for those who are wondering what is TEST Network with respect to SRM. 

The most popular feature of VMware SRM is that, it allows you to perform DR drills, using the Test Recovery option which allows you to Test your DR side Virtual Machines, Applications, Networks and the Workflows which you define in the Recovery Plans. These Recovery Plans are created during the configuration of SRM and they are modern day DR Run-books which execute as soon as you run a Test Recovery of Actual Recovery from the SRM Console. Lets look at the difference between the TEST & RECOVERY highlighted in RED in the screenshot below:-

Once you have created a Recovery Plan, which defines the workflow which need to be executed when you press either of those buttons, you are ready to either perform a 

a) Test Drill - Just a test of your DR site virtual machines, to see if your DR solution is actually working. In this process, the Production Virtual Machines keep running on the Primary Site, while copy of these machines in the DR side are mounted on the ESXi servers and are powered on in a snapshot mode (This snapshot is deleted when you cleanup test recovery, so that you do not save any changes on the DR VM's while testing). The replication of data whether Storage Based of vSphere Replication (host based) is not impacted with this Test Drill at any time.

b) Recovery - This button if used, means you actually had a bad day at office... It means you met a disaster, and finally decided that your production site is Down (due to a fire, power outage, earthquake, floods etc). Once you press this button and agree to the warnings, you force the DR machines to power on based on your Recovery Plan and start operations from your DR Site.

Now there is a minor difference in both the cases. In case of Recovery your primary VM's are down, hence you power on your secondary VM's to continue business operations. The Secondary Site network can be an extended network from the Primary site or can be a different sub-net as well. You would not have duplicate Host Names or IP issues since the primary machines are DOWN.

In case of the Test Drill, since the Primary machines are still UP, you power on the DR machines in a ISOLATED TEST NETWORK. This can be created either by choosing the AUTO option while defining DR and Test Networks in the Recovery Plan or by provisioning an ISOLATED VLAN with IP addresses which can be assigned to these test machines and Testing can be performed.

So far I hope it was easy to understand and implement...

Now,since the product has this capability of Test DR Drills, you would want to Test your Recovery Plans, which include, Virtual Machines, Operating Systems, Data, VM Interoperatbility etc, which can be powered on in a bubble environment and tested as and when needed. This can be done even when your production is up and running so this is COOL. However, you need to understand that this testing needs that all the elements which you need to perform a test should be a part of this ISOLATED network, hence anything outside this network cannot be tested or included in this trust zone to avoid DNS conflicts which could lead to data loss/corruption etc. For eg. If you are testing a 3 tier application which has a Web VM which is virtualized and protected via SRM, an application VM (virtualized and protected via SRM), and a database which is PHYSICAL and is not protected via SRM, then you cannot really test the application completely as the physical database cannot run in the Test Mode like VMware Virtual Machines.

Even if you have the capability in your database to run on a snapshot mode, it is not recommended to include that DB in your Test environment unless you are changing the DB networking to the isolated Test Network. Do not create any routes between your Test network and LAN as this can cause trouble which is irreparable. 

Phewwww.... Alright, now since you would follow the right rules, lets talk about accessing this test network. Lets say you are capable to test these Applications, VM instances etc and you want your testers to access this environment from your Primary Site (in most of the cases here is where the application teams, users etc would be sitting). You have a couple of options here:-

a) Jumpstart Terminal Server - You can provision a W2K8 R2 VM on the DR site with RDS ( aka termial server) license and allow your testers to access this machine and use the web browser to access the application. This VM can be used without a Terminal Server License if you do not want multiple Testers to access this VM via RDP. This VM would be provisioned with 2 vNics. One connected to your TEST Network Isolated port Group and the other to your DR Site LAN. Needless to say that your Primary site users should have access to the secondary site LAN via MPLS cloud etc.

b) VMware View Desktops - VDI is another way of making this possible, since you can provision desktops in this network PG and ensure that you create a seperate pool for DR testers and allow them to connect when needed. 

c) vSphere Client Access - You can allow the Testers to Login to the DR site vCenter with limited access and then can directly launch the console of the Test Virtual Machines and play around. This should be very well planned and tested to avoid any unauthorized access.

d) VMRC Weblink - You can generate a Virtual Machine Remote Console weblink and give them to the Testers to use in case they need to, however this will also give them direct access to the virtual machine files and data which you may or may not want to share.

I am sure you can think of other ways as well, but remember that you think and freeze a method during the planning phase to ensure that you can test your deployment in a pilot before going live in the production environment. 

Here are a few screenshots from a PPT which I prepared for explaining this scenario.

SRM Setup between Primary & DR Site using vSphere Replication of Storage Array Based Replication

Performing a Test Recovery which will continue the Storage Replication and Bring the DR Machines up in a Test Network in a Snapshot Mode

The Primary Site has gone down and the Recovery is executed. The business has failed over to the DR Site and the Virtual Machines are connected to the DR Network

Well, I know this might bring up more questions in your mind and if it does then feel free to use the comment column and I will be happy to discuss these options. Choose the best for your DR environment and I can ensure that you would never face any issues whatsoever.