Set up disaster recovery to Azure for on-premises VMware VMs - Preview

This article describes how to enable replication for on-premises VMware VMs, for disaster recovery to Azure using the Azure Site Recovery service - Preview.

For information on how to set up disaster recovery in Azure Site Recovery Classic releases, see the tutorial.

This is the third tutorial in a series that shows you how to set up disaster recovery to Azure for on-premises VMware VMs. In the previous tutorial, we prepared the on-premises VMware environment for disaster recovery to Azure.

In this tutorial, you learn how to:

  • Set up the source replication settings.
  • Set up the replication target settings.
  • Enable replication for a VMware VM.

Note

Tutorials show you the simplest deployment path for a scenario. They use default options where possible, and don't show all possible settings and paths. For detailed instructions, review the article in the How To section of the Site Recovery Table of Contents.

Get started

VMware to Azure replication includes the following procedures:

Prepare Azure account

To create and register the Azure Site Recovery replication appliance, you need an Azure account with:

  • Contributor or Owner permissions on the Azure subscription.
  • Permissions to register Azure Active Directory (AAD) apps.
  • Owner or Contributor and User Access Administrator permissions on the Azure subscription to create a Key Vault, used during agentless VMware migration.

If you just created a free Azure account, you're the owner of your subscription. If you're not the subscription owner, work with the owner for the required permissions.

Use the following steps to assign the required permissions:

  1. In the Azure portal, search for Subscriptions, and under Services, select Subscriptions search box to search for the required Azure subscription.

  2. In the Subscriptions page, select the subscription in which you created the Recovery Services vault.

  3. In the subscription, select Access control (IAM) > Check access. In Check access, search for the relevant user account.

  4. In Add a role assignment, Select Add, select the Contributor or Owner role, and select the account. Then Select Save.

  5. To register the Azure Site Recovery replication appliance, your Azure account needs permissions to register the AAD apps.

Follow these steps to assign required permissions:

  1. In Azure portal, navigate to Azure Active Directory > Users > User Settings. In User settings, verify that Azure AD users can register applications (set to Yes by default).

  2. In case the App registrations settings is set to No, request the tenant/global admin to assign the required permission. Alternately, the tenant/global admin can assign the Application Developer role to an account to allow the registration of AAD App.

Prepare infrastructure - set up Azure Site Recovery Replication appliance

You need to set up an Azure Site Recovery replication appliance on the on-premises environment to channel mobility agent communications.

Replication appliance

Enable replication of VMware VMs

After an Azure Site Recovery replication appliance is added to a vault, you can get started with protecting the machines.

Ensure the pre-requisites across storage and networking are met.

Follow these steps to enable replication:

  1. Select Site Recovery under Getting Started section. Click Enable Replication (Preview) under the VMware section.

  2. Choose the machine type you want to protect through Azure Site Recovery.

    Note

    In Preview, the support is limited to virtual machines.

    Select source machines

  3. After choosing the virtual machines, select the vCenter server added to Azure Site Recovery replication appliance, registered in this vault.

  4. Later, search the source VM name to protect the machines of your choice. To review the selected VMs, select Selected resources.

  5. After you select the list of VMs, select Next to proceed to source settings. Here, select the replication appliance and VM credentials. These credentials will be used to push mobility agent on the VM by configuration server to complete enabling Azure Site Recovery. Ensure accurate credentials are chosen.

    Note

    For Linux OS, ensure to provide the root credentials. For Windows OS, a user account with admin privileges should be added. These credentials will be used to push Mobility Service on to the source machine during enable replication operation.

    Source settings

  6. Select Next to provide target region properties. By default, Vault subscription and Vault resource group are selected. You can choose a subscription and resource group of your choice. Your source machines will be deployed in this subscription and resource group when you failover in the future.

    Target properties

  7. Next, you can select an existing Azure network or create a new target network to be used during failover. If you select Create new, you will be redirected to create virtual network context blade and asked to provide address space and subnet details. This network will be created in the target subscription and target resource group selected in the previous step.

  8. Then, provide the test failover network details.

    Note

    Ensure that the test failover network is different from the failover network. This is to make sure the failover network is readily available readily in case of an actual disaster.

  9. Select the storage.

    • Cache storage account: Now, choose the cache storage account which Azure Site Recovery uses for staging purposes – caching and storing logs before writing the changes on to the managed disks.

      By default, a new LRS v1 type storage account will be created by Azure Site Recovery for the first enable replication operation in a vault. For the next operations, same cache storage account will be re-used.

    • Managed disks

      By default, Standard HDD managed disks are created in Azure. You can customize the type of Managed disks by Selecting Customize. Choose the type of disk based on the business requirement. Ensure appropriate disk type is chosen based on the IOPS of the source machine disks. For pricing information, refer to the managed disk pricing document here.

      Note

      If Mobility Service is installed manually before enabling replication, you can change the type of managed disk, at a disk level. Else, by default, one managed disk type can be chosen at a machine level

  10. Create a new replication policy if needed.

    A default replication policy gets created under the vault with 72 hour recovery point retention and 4 hour app consistency frequency. You can create a new replication policy as per your RPO requirements.

    • Select Create new.

    • Enter the Name.

    • Enter Recovery point retention in hours

    • Select App-consistent snapshot frequency in hours as per business requirements

    • Select OK to save the policy.

    The policy will be created and can used for protecting the chosen source machines.

  11. After choosing the replication policy, select Next. Review the Source and Target properties. Select Enable Replication to initiate the operation.

    Site recovery

    A job is created to enable replication of the selected machines. To track the progress, navigate to Site Recovery jobs in the recovery services vault.

Next steps

After enabling replication, run a drill to make sure everything's working as expected.