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Hyper-V Replica Broker Configuration Lab By Yung Chou, Microsoft Platform Evangelist,

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Hyper-V Replica Broker Configuration Lab

By Yung Chou, Microsoft Platform Evangelist, http://aka.ms/yungchou, @yungchou

Windows Server 2012 Hyper-V Replica is a built-in mechanism for replicating Virtual Machines (VMs). It can replicate selected VMs in real-time or asynchronously from a primary site to a designated replica site across LAN/WAN. Here a replica site hosts a replicated VM while an associated primary site is where the source VM runs. And either a replica site or a primary site can be a Windows Server 2012 Hyper-V host or a Windows Server 2012 Failover Cluster.

Hyper-V Replica is an attractive Business Continuity and Disaster Recovery (BCDR) solution since not only conceptually easy to understand, but technically straightforward to implement, as demonstrated by the following schematic and the lab introduced later in this article. Further, with many newly added capabilities and flexibilities in Windows Server 2012 such as Storage Space, continuously available file share, Hyper-V over SMB 3.0, etc. a BCDR is no longer an academic exercise, but with Hyper-V Replica a feasible solution within reach. It is an ideal and affordable BCDR solution for small and medium businesses.

Hyper-V Replica is also applicable to a failover cluster. And this lab, http://aka.ms/ReplicaBroker, details the processes, steps, and operations in implementing Hyper-V Replica Broker in failover cluster settings. For those who are new to Hyper-V Replica, a walk-through of Hyper-V Replica essentials is available at http://aka.ms/Replica.

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Hyper-V Replica Broker

With a failover cluster of Hyper-V hosts in place, one needs to first configure a Hyper-V Replica Broker role using Failover Cluster Manager. Then enable Hyper-V Replica on the Hyper-V Replica Broker. Ordinarily, Hyper-V Replica can be enabled in the Hyper-V Settings of a Hyper-V Host. However in a failover cluster, the Hyper-V Replica

configurations are grayed out in an individual Hyper-V host’s Hyper-V Settings and to be managed through the Hyper-V Replica Broker role configured with Failover Cluster Manager.

The schematic below depicts that the employment of a Windows Server 2012 Hyper-V failover cluster as a Hyper-V Replica Site is through the cluster role, Replica Broker. Instead of operating directly onto a Hyper-V host as in a non-clustered environment, the process of replicating a VM is to now specify a Replica Broker as a replica site. The Replica Broker will then place the VM onto the associated failover cluster storage accordingly.

Windows Active Directory domain is not a requirement for Hyper-V Replica which can be implemented between workgroups or domains with a certificate-based authentication without the need to establish a domain trust relationship. Active Directory is nevertheless a requirement if involving a Hyper-v host which is part of a failover cluster, and in such case all Hyper-V hosts of a failover cluster must be in the same Active Directory domain.

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Step-by-Step, Screen-by-Screen Hands-On Lab

With a failover cluster of Windows Server 2012 Hyper-V hosts, we now will enable VM replication in Hyper-V Replica Broker which is a cluster role to be configured with Failover Cluster Manager. This lab assumes a Windows Server 2012 Hyper-V failover cluster is in place, and presents the processes, steps, and operations as the following. A pdf version of this lab guide is available at http://aka.ms/ReplicaBroker.

Configuring Hyper-V Replica Broker Role and Populating Replication Configuration

In Failover Cluster Manager, first configure a Hyper-V Replica

Broker role.

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Name the Hyper-V Replica Broker and specify the IP

addresses.

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As indicated in the report, the next step is to configure the

Replication Settings of the Hyper-V Replica Broker.

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At this time, the Hyper-V Replica Broker is running and click

the Replication Settings from the Actions pane.

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If using a different port, need to set firewall rule on the port

to allow incoming replication traffic. Use a CSV or file share

to store Replica files. And here a wild card is placed for

Primary Server field to include all servers in itprosrock.com.

Windows Firewall rules are to be enabled on both nodes of

the cluster.

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In a command prompt, type wf.msc to bring up Windows

Firewall with Advanced Security. Scroll down to highlight and

enable both rules. Do this on both nodes of the failover

cluster.

At this time, the Hyper-V Settings of each Hyper-V Host of

the failover cluster will now how Replication Configuration

with populated settings. Replication Configuration remains

grayed out since it must be managed through Hyper-V

Replica Broker in a failover cluster.

This failover cluster is now ready for accepting and

processing Hyper-V Replica traffic.

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Replicating VM to Hyper-V Replica Broker

To replicate a VM, right-click the source in Hyper-V

Manager and enable replication.

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Specify an intended Hyper-V Replica Broker. Since this is in

an AD environment, supposedly the machine name should

suffice for resolving the name. Here, I enter the FQDN for

clarity.

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If employing a different port, at the Replica site as

applicable Windows Firewall rules should include a defined

rule to accept incoming replication traffic on the particular

port.

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The initial copy of a replication can be sent immediately in

real-time or later as scheduled> An initial copy can be

delivered over the wire, with external media like a DVD, or

a VM on the Replica site. Once an initial copy is put in place,

subsequently only deltas are sent.

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If a VM is with multiple VHDs, replicate the OS disk to

ensure the VM will boot upon failing over.

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Here the VM is sent in real-time over the wire.

Upon replicated, the VM is registered in Failover Cluster

Manager and shut down.

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Testing Failover from Hyper-V Replica Broker

This simulates a failover within the cluster.

This will create a test VM based on the indicated recover

point.

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A test VM is with the suffix, - Test. Start the test VM to

ensure a successful simulated failover. Later stop testing

failover.

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Executing Planned Failover from Primary Site

Here the primary site is DEVELOPMENT. A planned

failover is to be carried out on a selected VM due to

scheduled datacenter maintenance.

To do a planned failover, the source VM must be shut

down first. Here once failed over, start the replica VM.

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All went well and the source VM has been replicated.

Indeed the replicated VM in Failover Cluster Manager at

the Replica site is automatically started in a planned

failover scenario which also automatically reverses the

replication. Check the Replication Health to verify the

reverse replication.

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Replication Health of the replica shows 1 replication

cycle has completed with HyperV1.itprosrock.com (a

cluster node of the failover cluster) as the Primary, i.e.

source, server while DEVELOPMENT.itprosrock.com as

the replica, i.e. destination, server.

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