Step 12: Run a test failover to Azure for VMware VMs

This article describes how to run a test failover from 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.

Before you start

Before you run a test failover we recommend that you verify the VM properties, and make any changes you need to. you can access the VM properties in Replicated items. The Essentials blade shows information about machines settings and status.

Managed disk considerations

Managed disks simplify disk management for Azure VMs, by managing the storage accounts associated with the VM disks.

  • When you enable protection for a VM, VM data replicates to a storage account. Managed disks are created and attached to the VM only when failover occurs.
  • Managed disks can be created only for VMs deployed using the Resource Manager model.
  • With this setting enabled, only availability sets in Resource Groups that have Use managed disks enabled can be selected. VMs with managed disks must be in availability sets with Use managed disks set to Yes. If the setting isn't enabled for VMs, then only availability sets in Resource Groups without managed disks enabled can be selected.
  • Learn more about managed disks and availability sets.
  • If the storage account you use for replication has been encrypted with Storage Service Encryption, managed disks can't be created during failover. In this case either don't enable use of managed disks, or disable protection for the VM, and reenable it to use a storage account that doesn't have encryption enabled. Learn more.

Network considerations

You can set the target IP address for an Azure VM created after failover.

  • If you don't provide an address, the failed over machine will use DHCP.
  • If you set an address that isn't available at failover, failover won't work.
  • The same target IP address can be used for test failover, if the address is available in the test failover network.
  • The number of network adapters is dictated by the size you specify for the target virtual machine:

    • If the number of network adapters on the source machine is the same as, or less than, the number of adapters allowed for the target machine size, then the target will have the same number of adapters as the source.
    • If the number of adapters for the source virtual machine exceeds the number allowed for the target size, then the target size maximum will be used.
    • For example, if a source machine has two network adapters and the target machine size supports four, the target machine will have two adapters. If the source machine has two adapters but the supported target size only supports one then the target machine will have only one adapter.
      • If the virtual machine has multiple network adapters they will all connect to the same network.
      • If the virtual machine has multiple network adapters then the first one shown in the list becomes the Default network adapter in the Azure virtual machine.
      • Learn more about IP addressing.

View and modify VM settings

We recommend that you verify the properties of the source machine before you run a failover.

  1. In Protected Items, click Replicated Items, and click the VM.
  2. In the Replicated item pane, you can see a summary of VM information, health status, and the latest available recovery points. Click Properties to view more details.
  3. In Compute and Network, you can:
    • Modify the Azure VM name. The name must meet Azure requirements.
    • Specify a post-failover [resource group].
    • Specify a target size for the Azure VM
    • Select an availability set.
    • Specify whether to use managed disks. Select Yes, if you want to attach managed disks to your machine on migration to Azure.
    • View or modify network settings, including the network/subnet in which the Azure VM will be located after failover, and the IP address that will be assigned to it.
  4. In Disks, you can see information about the operating system and data disks on the VM.

Run a test failover

After you've set everything up, run a test failover to make sure everything's working as expected.

  • If you want to connect to Azure VMs using RDP after failover, prepare to connect.
    • To fully test you need to copy of Active Directory and DNS in your test environment. Learn more.
    • For full information about test failover, read this article article.
  • Get a quick video overview before you start:

Now, run a failover:

  1. To fail over a single machine, in Settings > Replicated Items, click the VM > +Test Failover icon.

    Test failover

  2. To fail over a recovery plan, in Settings > Recovery Plans, right-click the plan > Test Failover. To create a recovery plan, follow these instructions.

  3. In Test Failover, select the Azure network to which Azure VMs will be connected after failover occurs.

  4. Click OK to begin the failover. You can track progress by clicking on the VM to open its properties, or on the Test Failover job in vault name > Settings > Jobs > Site Recovery jobs.

  5. After the failover completes, you should also be able to see the replica Azure machine appear in the Azure portal > Virtual Machines. You should make sure that the VM is the appropriate size, that it's connected to the appropriate network, and that it's running.

  6. If you prepared for connections after failover, you should be able to connect to the Azure VM.

  7. After you finish, click on Cleanup test failover on the recovery plan. In Notes, record and save any observations associated with the test failover. This will delete the VMs that were created during test failover.

Next steps

  • Learn more about different types of failovers, and how to run them.
  • If you're migrating machines rather than replicating and failing back, read more.
  • Read about failback, to fail back and replicate Azure VMs back to the primary on-premises site.