Simple Site Recovery Manager set up and failover

Site Recovery Manager is a very powerful disaster recovery product which can be configured to fulfil complex failover and failback requirements but this post shows how easy it is to set up your first protected VM, Protection Group and Recovery plan and run a Planned Failover to demonstrate the fundamentals of the software. Look out for more posts in the future diving in to some of the configurable options.

Start by logging in to either the Protected or Recovery vCenter…
Select Site Recovery from the drop down Menu and Open Site Recovery


Log in to Site Recovery Manager

Create a new Replication, Protection Group and Recovery Plan


Filter for the VM that needs to be protected


Select Datastore


Choose RPO settings


Review selected configuration


Confirm Replication is complete and status to change to OK


If the site environments are not identical, you may get warnings and must configure the VM for the site it will be recovered to


Configure all of the required settings and click OK


The VM placeholder is now in the Recovery Site


To failover, go to Recovery Plans and select Run


Select if this is a planned Failover or Disaster Recovery and confirm settings


The Protected Site VM will shut down and the Recovery Site VM will power on


Failover successful

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