Manage a Scale-out Process Server

Scale-out Process Server acts as a coordinator for data transfer between the Site Recovery services and your on-premises infrastructure. This article describes how you can set up, configure, and manage a Scale-out Process Server.


The following are the recommended hardware, software, and network configuration required to set up a Scale-out Process Server.


Capacity planning is an important step to ensure that you deploy the Scale-out Process Server with a configuration that suites your load requirements. Read more about Scaling characteristics for a Scale-out Process Server.

Component Requirement
CPU cores 8
Number of disks 3, including the OS disk, process server cache disk, and retention drive for failback
Disk free space (process server cache) 600 GB
Disk free space (retention disk) 600 GB
Operating system Windows Server 2012 R2
Windows Server 2016
Operating system locale English (en-us)
VMware vSphere PowerCLI version PowerCLI 6.0
Windows Server roles Don't enable these roles:
- Active Directory Domain Services
- Internet Information Services
- Hyper-V
Group policies Don't enable these group policies:
- Prevent access to the command prompt
- Prevent access to registry editing tools
- Trust logic for file attachments
- Turn on Script Execution
Learn more
IIS - No pre-existing default website
- Enable Anonymous Authentication
- Enable FastCGI setting
- No pre-existing website/application listening on port 443
NIC type VMXNET3 (when deployed as a VMware VM)
IP address type Static
Internet access The server needs access to these URLs:
- *
- *
- *
- *
- *
- (not required for Scale-out Process Servers)
Ports 443 (Control channel orchestration)
9443 (Data transport)

Downloading the Scale-out Process Server software

  1. Log on to the Azure portal and browse to your Recovery Services Vault.
  2. Browse to Site Recovery Infrastructure > Configuration Servers (under For VMware & Physical Machines).
  3. Select your configuration server to drill down into the configuration server's details page.
  4. Click the + Process Server button.
  5. In the Add Process server page, select Deploy a Scale-out Process Server on-premises option from the Choose where you want to deploy your process server drop-down.

    Add Servers Page

  6. Click the Download the Microsoft Azure Site Recovery Unified Setup link to download the latest version of the Scale-out Process Server installation.


    The version of your Scale-out Process Server should be equal to or lesser than the Configuration Server version running in your environment. A simple way to ensure version compatibility is to use the same installer bits that you recently used to install/update your Configuration Server.

Installing and registering a Scale-out Process Server from GUI

If you have to scale out your deployment beyond 200 source machines, or a total daily churn rate of more than 2 TB, you need additional process servers to handle the traffic volume.

Check the size recommendations for process servers, and then follow these instructions to set up the process server. After setting up the server, you migrate source machines to use it.

  1. Launch the Azure Site Recovery UnifiedSetup.exe
  2. In Before you begin, select Add additional process servers to scale out deployment.

    Add process server

  3. In Configuration Server Details, specify the IP address of the Configuration Server, and the passphrase.

    Add process server 2

  4. In Internet Settings, specify how the Provider running on the Configuration Server connects to Azure Site Recovery over the Internet.

    Add process server 3

    • If you want to connect with the proxy that's currently set up on the machine, select Connect with existing proxy settings.
    • If you want the Provider to connect directly, select Connect directly without a proxy.
    • 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 access to the service urls.
  5. 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.

    Add process server 4

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

    Add process server 5

  7. 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. Add process server 5

  8. 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.

    Add process server 6

  9. 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.

    Add process server 7

Installing and registering a Scale-out Process Server using command-line

UnifiedSetup.exe [/ServerMode <CS/PS>] [/InstallDrive <DriveLetter>] [/MySQLCredsFilePath <MySQL credentials file path>] [/VaultCredsFilePath <Vault credentials file path>] [/EnvType <VMWare/NonVMWare>] [/PSIP <IP address to be used for data transfer] [/CSIP <IP address of CS to be registered with>] [/PassphraseFilePath <Passphrase file path>]

Sample usage

MicrosoftAzureSiteRecoveryUnifiedSetup.exe /q /xC:\Temp\Extracted
cd C:\Temp\Extracted
UNIFIEDSETUP.EXE /AcceptThirdpartyEULA /servermode "PS" /InstallLocation "D:\" /EnvType "VMWare" /CSIP "" /PassphraseFilePath "C:\Users\Administrator\Desktop\Passphrase.txt" /DataTransferSecurePort 443

Scale-out Process Server installer command-line arguments.

Parameter Name Type Description Possible Values
/ServerMode Mandatory Specifies whether both the configuration and process servers should be installed, or the process server only CS
/InstallLocation Mandatory The folder in which the components are installed Any folder on the computer
/MySQLCredsFilePath Mandatory The file path in which the MySQL server credentials are stored The file should be the format specified below
/VaultCredsFilePath Mandatory The path of the vault credentials file Valid file path
/EnvType Mandatory Type of envrionment that you want to protect VMware
/PSIP Mandatory IP address of the NIC to be used for replication data transfer Any valid IP Address
/CSIP Mandatory The IP address of the NIC on which the configuration server is listening on Any valid IP Address
/PassphraseFilePath Mandatory The full path to location of the passphrase file Valid file path
/BypassProxy Optional Specifies that the configuration server connects to Azure without a proxy To do get this value from Venu
/ProxySettingsFilePath Optional Proxy settings (The default proxy requires authentication, or a custom proxy) The file should be in the format specified below
DataTransferSecurePort Optional Port number on the PSIP to be used for replication data Valid Port Number (default value is 9433)
/SkipSpaceCheck Optional Skip space check for cache disk
/AcceptThirdpartyEULA Mandatory Flag implies acceptance of third-party EULA
/ShowThirdpartyEULA Optional Displays third-party EULA. If provided as input all other parameters are ignored

Create a proxy settings configuration file

ProxySettingsFilePath parameter takes a file as input. Create file using the following format and pass it as input ProxySettingsFilePath parameter.

* [ProxySettings]
* ProxyAuthentication = "Yes/No"
* Proxy IP = "IP Address"
* ProxyPort = "Port"
* ProxyUserName="UserName"
* ProxyPassword="Password"

Modifying proxy settings for Scale-out Process Server

  1. Login into your Scale-out Process Server.
  2. Open an Admin PowerShell command window.
  3. Run the following command $pwd = ConvertTo-SecureString -String MyProxyUserPassword Set-OBMachineSetting -ProxyServer -ProxyPort PortNumber –ProxyUserName domain\username -ProxyPassword $pwd net stop obengine net start obengine
  4. Next browse to the directory %PROGRAMDATA%\ASR\Agent and run the following command

    cdpcli.exe --registermt
    net stop obengine
    net start obengine

Re-registering a Scale-out Process Server

  • Connect to the Process Server virtual machine using Remote Desktop Connection.
  • You can launch the cspsconfigtool.exe by clicking on the shortcut available on the desktop. (The tool will be automatically launched if this the first time you are logging into the process sever).

    • Configuration Server's fully qualified name (FQDN) or IP Address
    • Port on which the Configuration server is listening on. The value should be 443
    • Connection Passphrase to connect to the configuration server.
    • Data Transfer port to be configured for this Process Server. Leave the default value as is unless you have changed it to a different port number in your environment.

      Register Process Server

  • Click the save button to save the configuration and register the Process Server.
  • Next open an Admin command prompt.
  • Browse to the directory %PROGRAMDATA%\ASR\Agent and run the command
cdpcli.exe --registermt

net stop obengine

net start obengine

Upgrading a Scale-out Process Server

  1. Login to the process server as an Administrator.
  2. Download the latest version of the Unified Setup.
  3. Double-click the installer to launch the update process.
  4. The installer will detect the various components that are installed and upgrade them to the latest version.

Decommissioning a Scale-out Process Server

  1. Ensure that:
    • Configuration Server's connection state shows as Connected in the Azure portal
    • Process Server's is still able to communicate with the Configuration server.
  2. Log in to the process server as an administrator
  3. Open up Control Panel > Program > Uninstall Programs
  4. Uninstall the programs in the sequence given following:
    • Microsoft Azure Site Recovery Configuration Server/Process Server
    • Microsoft Azure Site Recovery Configuration Server Dependencies
    • Microsoft Azure Recovery Services Agent

It can take up-to 15 minutes for the Process Server deletion to reflect in the Azure portal.


If the Process server is unable to communicate with the Configuration Server (Connection State in portal is Disconnected), then you need to follow the following steps to purge it from the Configuration Server.

Unregistering a disconnected Scale-out Process server from a Configuration Server

The steps to unregister a process server differs depending on its connection status with the Configuration Server.

Unregister a process server that is in a connected state

  1. Remote into the process server as an Administrator.
  2. Launch the Control Panel and open Programs > Uninstall a program
  3. Uninstall a program by the name Microsoft Azure Site Recovery Configuration/Process Server
  4. Once step 3 is completed, you can uninstall Microsoft Azure Site Recovery Configuration/Process Server Dependencies

Unregister a process server that is in a disconnected state


Use the below steps should be used if there is no way to revive the virtual machine on which the Process Server was installed.

  1. Log on to your configuration server as an Administrator.
  2. Open an Administrative command prompt and browse to the directory %ProgramData%\ASR\home\svsystems\bin.
  3. Now run the command.

    perl -IPAddress <IP_of_Process_Server> -Component PS
  4. This will purge the details of the process server from the system.

Sizing requirements for a Scale-out Process Server

Additional process server Cache disk size Data change rate Protected machines
4 vCPUs (2 sockets * 2 cores @ 2.5 GHz), 8-GB memory 300 GB 250 GB or less Replicate 85 or less machines.
8 vCPUs (2 sockets * 4 cores @ 2.5 GHz), 12-GB memory 600 GB 250 GB to 1 TB Replicate between 85-150 machines.
12 vCPUs (2 sockets * 6 cores @ 2.5 GHz) 24-GB memory 1 TB 1 TB to 2 TB Replicate between 150-225 machines.