I setup VMware SRM 4.1.1 for the first time the other day and I wanted to document the basic installation and configuration steps.  This is not a full blown step by step guide, it’s more of an outline of basic steps needed.


Pre-reqs:  You have SAN or NAS storage that is using array based replication over to your Disaster Recovery Site.  You’ll need 2 windows servers for SRM installation.  They can be virtual or physical.  I choose VMs running Windows Server 2008R2 (1vCPU & 4GBs of RAM).  You’ll need a SQL database server on both sides as the SRM installation requires a SQL database.


Note:  Although installing SRM on your vCenter server is supported.  It is not the VMware best practice, best practice is to put SRM on it's own server.

1.Download VMware SRM & the SRA (storage replication adapter).  The SRA is like a plugin that SRM uses to communicate with your SAN/NAS devices.

2.On your windows server at the primary location (now on it will be noted as the Protected Site) launch the VMware SRM install exe.  It’s basically a next, next, finish type of install.  The only thing is having an ODBC connection (using SQL Native Client) pre-created that connects to your empty SRM database.   If the ODBC connection is pre-created you can just select your ODBC connection from the drop down menu.  You’ll also need an administrative username/password that SRM will use to communicate with vCenter.  This can be a local admin account on the vCenter server or an Active Directory account that has been set as a local admin on your vCenter servers.

3.When the installation is finished.  You’ll need to install the SRA you downloaded also.  In my case it was the EMC Celerra SRA.  This is also a next, next, finish installation.

4.Now launch the Virtual Center infrastructure client and click on Manage Plugins.  There will be a plugin for VMware Site Recovery Manager.  Install the plugin, it’s a next, next, finish type of install.

5.Once installed, close and re-open vCenter.

6.From the Home section of vCenter at the bottom there will be a new Site Recovery Icon.

7.Basically now steps 1-6 need to be repeated at the DR site (now on it will be noted as Recovery Site)


Now on to basic configuration


1.On the Protected Site’s vCenter.  Launch the Site Recovery icon from the Home section.

2.First the Recovery & Protected sites need to be “Paired”.  To do so click on Configure under Connection.  You’ll need the IP address of the Recovery site’s SRM server along with the username/password used during installation of SRM that connects to vCenter to complete the pairing.

3.Once pairing is complete.  The array managers need to be configured.  Still on the Protected site, click Configure under Array Managers.  You’ll need the management IP addresses of your NAS/SAN along with an admin account.  (you’ll need this information for your storage on both sides, the protected and recovery site)

4.Still on the protected site click on Configure under Inventory Mappings.  Here you will set mappings from the protected site to the recovery site.  In other words dVswitch port group X on the protected site will map to dVswitch port group X on the recovery site.

5.Now a protection group needs to be created.  Click on Create under Protection Groups.  Protection Groups are a logical grouping of the VMs that need to be recoverable on the DR site.

6.Finally launch the Site Recovery icon on the Recovery Site’s vCenter and create a Recovery Plan.