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Druva Documentation

Configure virtual machines for disaster recovery

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Phoenix DRaaS feature leverages the existing AWS cloud offerings for faster recovery of the VMware environment by eliminating the infrastructure burden and significantly reducing the downtime. It ensures business continuity of the VMware environment by facilitating the recovery of virtual machines on demand in the cloud in the event of a disaster. You must, therefore, configure the VMware environment for disaster recovery.

Configure the virtual machines for disaster recovery using the following steps:

Note: You cannot associate one virtual machine to multiple DR plans.

Create a disaster recovery plan

You can configure virtual machines for disaster recovery by adding them to a DR plan. A DR plan lets you select virtual machines from multiple registered vCenters/ESXi hosts and administrative groups. The DR plan contains necessary settings, such as the replication frequency, the AWS account where the DR copies are stored, and failover settings used for the production and test failovers.

Considerations for creating a DR plan

Before creating a DR plan, you must consider the following points:

  • You have at least one Phoenix AWS Proxy deployed in your AWS account that you intend to use for disaster recovery. 
  • You deploy Phoenix AWS Proxy in the same AWS region where the virtual machines you want to configure for disaster recovery are being backed up.
  • You deploy the latest Phoenix AWS Proxy in your account and region.

Procedure 

  1. Log in to the Phoenix Management Console.
  2. On the menu bar, click Manage Disaster Recovery
    The Manage Disaster Recovery page opens with the DR Plans tab opened, by default. The DR Plans tab lists the available DR plans.
  3. Click Create New DR Plan.
    The Add DR Plan page opens.
  4. Provide the following information to create a DR plan.
    DR_create_new_plan1-1.PNG

 

Field Description

Plan Name

The name of the DR plan that you want to create.

Description

The description of the DR plan.

Replication Frequency

The frequency to update a DR copy. Based on the frequency defined, the Phoenix AWS Proxy replicates the virtual machine backup data from the Phoenix Cloud to the AWS account and creates a DR copy. The DR copy corresponds to the latest restore point available for the virtual machine. If there is already an existing DR copy present for a virtual machine (based on the previous restore point), it is replaced by the DR copy created for the latest available restore point.

Select one of the following options from the drop-down list:

  1. Immediately after backup: The update DR copy job (DR Restore job on the jobs page) starts immediately after a successful virtual machine backup.
  2. Daily: The update DR copy job starts every day at the selected time.
  3. Weekly: The update DR copy job starts every week at the selected time. 

Start Time

The time when you want the update DR copy job to begin. The Start Time list only appears if you select the Daily or Weekly options from the Replication Frequency drop-down list.

AWS Account

The account that will be used to maintain the DR copy of the virtual machine. At the time of disaster, you can launch EC2 instance from this DR copy, in-turn spinning up to production in minutes.

Select the required account from the drop-down list.

Region

The storage region where you want to create DR copies for your virtual machines.

Select the required region from the drop-down list.

  1. Click Next.

You can add virtual machines to your DR plan. 

Add virtual machines to the disaster recovery plan

Phoenix allows you to add virtual machines from multiple registered vCenters/ESXi hosts and administrative groups to the DR plan. In order to recover virtual machines in the event of a disaster, you must add virtual machines to the DR plan. Phoenix creates DR copies periodically based on the schedule defined in the plan and maintains the copies in the AWS account. At the time of disaster, you can launch EC2 instances from these DR copies, in-turn spinning up to production in minutes. The DR copies are updated with the latest virtual machines backup based on the defined schedule. With the latest Phoenix AWS Proxy, you can attach a virtual machine to multiple DR plans. 

Considerations for adding virtual machines to the DR plan

Before adding a virtual machine to a DR plan, you must consider the following points:

  • You can add only those virtual machines to a DR plan for which the storage region for backup is the same as the region specified in the DR plan.
  • You can add virtual machines belonging to the same vCenter to multiple DR plans.
  • Once you add a virtual machine to a DR plan, DR copies for that virtual machine is created periodically as per the schedule specified in the DR plan.
  • When adding a virtual machine to a DR plan, Phoenix sets the virtual machine-specific failover settings for launching an instance with its DR copy to the predefined default values. You can edit these settings later. The following are the default settings specific to virtual machines: 
    • instance_type = t2.medium
    • public_ip = None
    • private_ip = Auto Assign

Procedure

  1. On the Add DR Plan page, click the Select VMs tab.
    The Select VMs tab lists the virtual machines.
  2. Select the virtual machines listed under the Virtual Machine column to add to the DR plan.

Add_DR_plan_select_vm.PNG

Note: You can add multiple virtual machines to a DR plan. However, before adding virtual machines to a DR plan, you must ensure that the count of the current DR licenses used is not more than the count of the purchased licenses. For more information about DR Licenses, see DR licensing.

  1. Click Next.

After you add virtual machines to the DR plan, Phoenix AWS Proxy creates DR copies based on the DR plan schedules and stores the DR copy information in the DR plan. 

Add failover settings for DR plan

This section provides instructions to configure the settings of the virtual machine for failover. To failover VMware environment in the event of a disaster, you must configure failover settings for your virtual machines. Phoenix allows you to configure failover settings specific to the DR plan as well as individual virtual machines in the DR plan. When you configure failover settings for a DR plan, the failover settings apply to all the virtual machines associated with the plan. 

Note: You can configure two sets of the failover settings, Failover Recovery and Failover Test, respectively, for individual virtual machines in the DR plan. For more information, see Manage failover.

Procedure

  1. On the Add DR Plan page, click the Failover Settings tab.
  2. Under the Failover Settings tab, provide the following details in the Failover Recovery and Failover Test columns.

Add DR Plan Failover Setttings.PNG

Field

Description

VPC

The section of the AWS Cloud dedicated to the AWS account. You can launch the AWS resources, such as EC2 instances, in the virtual network.

Select the VPC option from the drop-down list where you want to launch the EC2 instance.

Subnet

The segment of the IP address range of a VPC to which you can attach the EC2 instances. A subnet groups the instances according to the security and operational needs.

Select the required subnet option from the drop-down list.

Security Group

A set of inbound and outbound network connections for the EC2 instance. A security group comprises a list of protocols, ports, and IP address ranges.

Select the required security group from the drop-down list.

Note: You can configure the IP settings on the DR plan details page.

  1. Click Save.