Step 8: Set up the source and target for VMware replication to Azure

This article describes how to configure source and target settings when replicating on-premises VMware virtual machines to Azure, using the Azure Site Recovery service in the Azure portal.

Post comments and questions at the bottom of this article, or on the Azure Recovery Services Forum.

Set up the source environment

Set up the configuration server, register it in the vault, and discover VMs.

  1. Click Site Recovery > Step 1: Prepare Infrastructure > Source.
  2. If you don’t have a configuration server, click +Configuration server.
  3. In Add Server, check that Configuration Server appears in Server type.
  4. Download the Site Recovery Unified Setup installation file.
  5. Download the vault registration key. You need this when you run Unified Setup. The key is valid for five days after you generate it.

    Set up source

Register the configuration server in the vault

Do the following before you start, then run Unified Setup to install the configuration server, the process server, and the master target server.

  • Get a quick video overview

  • On the configuration server VM, make sure that the system clock is synchronized with a Time Server. It should match. If it's 15 minutes in front or behind, setup might fail.

  • Run setup as a Local Administrator on the configuration server VM.
  • Make sure TLS 1.0 is enabled on the VM.
  1. Run the Unified Setup installation file.
  2. In Before You Begin, select Install the configuration server and process server.

    Before you start

  3. In Third Party Software License, click I Accept to download and install MySQL.

    Third-party software

  4. In Registration, select the registration key you downloaded from the vault.


  5. In Internet Settings, specify how the Provider running on the configuration server connects to Azure Site Recovery over the Internet.

    a. If you want to connect with the proxy that's currently set up on the machine, select Connect to Azure Site Recovery using a proxy server.

    b. If you want the Provider to connect directly, select Connect directly to Azure Site Recovery without a proxy server.

    c. If the existing proxy requires authentication, or if you want to use a custom proxy for the Provider connection, select Connect with custom proxy settings.

    • If you use a custom proxy, you need to specify the address, port, and credentials.
    • If you're using a proxy, you should have already allowed the URLs described in Prerequisites.


  6. In Prerequisites Check, Setup runs a check to make sure that installation can run. If a warning appears about the Global time sync check, verify that the time on the system clock (Date and Time settings) is the same as the time zone.


  7. In MySQL Configuration, create credentials for logging on to the MySQL server instance that is installed.


  8. In Environment Details, select whether you're going to replicate VMware VMs. If you are, then Setup checks that PowerCLI 6.0 is installed.


  9. In Install Location, select where you want to install the binaries and store the cache. The drive you select must have at least 5 GB of disk space available, but we recommend a cache drive with at least 600 GB of free space.

    Install location

  10. In Network Selection, specify the listener (network adapter and SSL port) on which the configuration server sends and receives replication data. Port 9443 is the default port used for sending and receiving replication traffic, but you can modify this port number to suit your environment's requirements. In addition to the port 9443, we also open port 443, which is used by a web server to orchestrate replication operations. Do not use port 443 for sending or receiving replication traffic.

    Network selection

  11. In Summary, review the information and click Install. When installation finishes, a passphrase is generated. You will need this when you enable replication, so copy it and keep it in a secure location.


After registration finishes, the server is displayed on the Settings > Servers blade in the vault.


The configuration server can also be installed from the command line.

Connect to VMware servers

To allow Azure Site Recovery to discover virtual machines running in your on-premises environment, you need to connect your VMware vCenter Server or vSphere ESXi hosts with Site Recovery. Note the following before you start:

  • If you add the vCenter server or vSphere hosts to Site Recovery with an account without administrator privileges on the server, the account needs these privileges enabled:
    • Datacenter, Datastore, Folder, Host, Network, Resource, Virtual machine, vSphere Distributed Switch.
    • The vCenter server needs Storage views permissions.
  • When you add VMware servers to Site Recovery, it can take 15 minutes or longer for them to appear in the portal.

Add the account for automatic discovery

  1. On your configuration server, launch CSPSConfigtool.exe. It is available as a shortcut on the desktop and located in the install location\home\svsystems\bin folder.
  2. Click Manage Accounts > Add Account.

    Add account

  3. In Account Details, add the account that will be used for automatic discovery.



    It can take 15 minutes or more for the account name to appear in the portal. To update immediately, click Configuration Servers > server name > Refresh Server.

Set up a connection

Connect to servers as follows:

  1. Select +vCenter to start connecting a VMware vCenter server or a VMware vSphere ESXi host.
  2. In Add vCenter, specify a friendly name for the vSphere host or vCenter server, and then specify the IP address or FQDN of the server.
  3. Leave the port as 443 unless your VMware servers are configured to listen for requests on a different port. Select the account that is to connect to the VMware vCenter or vSphere ESXi server. Click OK.
  4. Site Recovery connects to VMware servers using the specified settings, and discovers VMs.

If you're adding a server or host with an account that doesn't have administrator privileges on the vCenter or host server, make sure that the account has these privileges enabled: Datacenter, Datastore, Folder, Host, Network, Resource, Virtual machine, and vSphere Distributed Switch. In addition, the VMware vCenter server needs the Storage Views privilege enabled.

Set up the target environment

Before you set up the target environment, make sure you have an Azure storage account and virtual network set up.

  1. Click Prepare infrastructure > Target, and select the Azure subscription you want to use.
  2. Specify whether your target deployment model is Resource Manager-based, or classic.
  3. Site Recovery checks that you have one or more compatible Azure storage accounts and networks.


  4. If you haven't created a storage account or network, click +Storage account or +Network, to create a Resource Manager account or network inline.

Next steps

Go to Step 9: Set up a replication policy