Set up additional process servers for scalability

By default, when you're replicating VMware VMs or physical servers to Azure using Site Recovery, a process server is installed on the configuration server machine, and is used to coordinate data transfer between Site Recovery and your on-premises infrastructure. To increase capacity and scale out your replication deployment, you can add additional standalone process servers. This article describes how to do this.

Before you start

Capacity planning

Make sure you've performed capacity planning for VMware replication. This helps you to identify how and when you should deploy additional process servers.

Sizing requirements

Verify the sizing requirements summarized in the table. In general, if you have to scale your deployment to more than 200 source machines, or you have a total daily churn rate of more than 2 TB, you need additional process servers to handle the traffic volume.

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.

Prerequisites

The prerequisites for the additional process server are summarized in the following table.

Configuration/Process server requirements

Component Requirement
HARDWARE SETTINGS
CPU cores 8
RAM 16 GB
Number of disks 3, including the OS disk, process server cache disk, and retention drive for failback
Free disk space (process server cache) 600 GB
Free disk space (retention disk) 600 GB
SOFTWARE SETTINGS
Operating system Windows Server 2012 R2
Windows Server 2016
Operating system locale English (en-us)
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 preexisting default website
- No preexisting website/application listening on port 443
- Enable anonymous authentication
- Enable FastCGI setting
NETWORK SETTINGS
IP address type Static
Internet access The server needs access to these URLs (directly or via proxy)
- *.accesscontrol.windows.net
- *.backup.windowsazure.com
- *.store.core.windows.net
- *.blob.core.windows.net
- *.hypervrecoverymanager.windowsazure.com
- https://dev.mysql.com/get/Downloads/MySQLInstaller/mysql-installer-community-5.7.20.0.msi (if you're setting up a configuration server)
- time.nist.gov
- time.windows.com
Ports 443 (Control channel orchestration)
9443 (Data transport)
NIC type VMXNET3 (if the Configuration Server is a VMware VM)
SOFTWARE TO INSTALL
VMware vSphere PowerCLI PowerCLI version 6.0 should be installed if the Configuration Server is running on a VMware VM.
MYSQL MySQL should be installed. You can install manually, or Site Recovery can install it.

Configuration/Process server sizing requirements

CPU Memory Cache disk Data change rate Replicated machines
8 vCPUs

2 sockets * 4 cores @ 2.5 GHz
16GB 300 GB 500 GB or less < 100 machines
12 vCPUs

2 socks * 6 cores @ 2.5 GHz
18 GB 600 GB 500 GB-1 TB 100 to 150 machines
16 vCPUs

2 socks * 8 cores @ 2.5 GHz
32 GB 1 TB 1-2 TB 150 -200 machines

Download installation file

Download the installation file for the process server as follows:

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

    Add Servers Page

  5. Click Download the Microsoft Azure Site Recovery Unified Setup. This downloads the latest version of the installation file.

    Warning

    The process server installation version should be the same as, or earlier than, the configuration server version you have running. A simple way to ensure version compatibility is to use the same installer, that you most recently used to install or update your configuration server.

Install from the UI

Install as follows. 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

Install from the command line

Install by running the following command:

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>]

Where command line parameters are as follows:

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
PS
/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
NonVMware
/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

For example:

MicrosoftAzureSiteRecoveryUnifiedSetup.exe /q /xC:\Temp\Extracted
cd C:\Temp\Extracted
UNIFIEDSETUP.EXE /AcceptThirdpartyEULA /servermode "PS" /InstallLocation "D:\" /EnvType "VMWare" /CSIP "10.150.24.119" /PassphraseFilePath "C:\Users\Administrator\Desktop\Passphrase.txt" /DataTransferSecurePort 443

Create a proxy settings file

If you need to set up a proxy, the ProxySettingsFilePath parameter takes a file as input. You can create the file as follows, and pass it as input ProxySettingsFilePath parameter.

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

Next steps

Learn about managing process server settings