Replay 4
This Install Guide contains all the information you need to
install Replay4. AppAssure recommends that you read through
this guide and familiarize yourself with the contents. If you are
experiencing problems with Replay, consult this guide before
you contact Customer Support.
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Replay Installation and Configuration Guide
Install and
Configuration
Guide
Copyright 2011 by AppAssure, Inc.
ALL RIGHTS RESERVED.
No part of this work covered by the copyright hereon may be
reproduced or used in any form or by any means — graphic,
electronic, or mechanical, including photocopying, recording,
taping, Web distribution or information storage and retrieval
systems — without the written permission of the publisher.
For permission to use material from this publication, contact
AppAssure Software, Inc.
1925 Isaac Newton Square, Suite 440
Reston, VA 20910
+1 703-547-8686
[email protected]
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Replay Installation and Configuration Guide
CONTENTS
I NTRODUCTION .................................................................................................................................................................................. 4
Replay 4 Installation Guide .................................................................................................................................................................... 4
Download Installation Kit ....................................................................................................................................................................... 4
R EPLAY 4 ............................................................................................................................................................................................ 5
What is it? ......................................................................................................................................................................................................... 5
Installation Components ......................................................................................................................................................................... 5
I NSTALLATION AND C ONFIGURATION ............................................................................................................................................ 6
Installing the Replay Core ............................................................................................................................................................................. 6
Installing the Replay Agent (Direct Install) ............................................................................................................................................ 11
Installing the Replay Agent using a Push Install ................................................................................................................................. 16
Install the Replay Boot CD Builder ........................................................................................................................................................... 20
Creating the Recovery CD ........................................................................................................................................................................... 23
Starting the Replay Admin and Recovery Consoles........................................................................................................................... 25
Add a Server for Protection ........................................................................................................................................................................ 25
Uninstalling the Replay Core ...................................................................................................................................................................... 28
Uninstalling the Replay Agent ................................................................................................................................................................... 32
Upgrading Replay........................................................................................................................................................................................... 34
A PPENDIX A - P REREQUISITES ...................................................................................................................................................... 36
Service Account for the Replay Service .................................................................................................................................................. 36
Local Group Membership ............................................................................................................................................................................ 36
Local Server Rights ......................................................................................................................................................................................... 36
Exchange 2003 Administrator Role .......................................................................................................................................................... 36
Exchange 2007 Administrator Role .......................................................................................................................................................... 37
ESX Firewall Configuration .......................................................................................................................................................................... 37
Core Requirements ........................................................................................................................................................................................ 37
Shared Core ...................................................................................................................................................................................................... 37
Dedicated Replay Core ................................................................................................................................................................................. 37
Replicated Core ............................................................................................................................................................................................... 38
Replay Storage ................................................................................................................................................................................................ 38
Protecting Microsoft Exchange ................................................................................................................................................................. 38
SQL Database Attachability Test ............................................................................................................................................................... 38
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Replay Installation and Configuration Guide
INTRODUCTION
Replay 4 Installation Guide
This Install Guide contains all the information you need to install Replay 4.
AppAssure recommends that you read through this guide and familiarize yourself with the contents. If you are experiencing
problems with Replay, consult this guide before you contact customer support.
Please follow the steps listed below to successfully perform a new installation of Replay 4. This guide should be used for new
installations only. Please contact support for instructions on upgrading from previous versions.
Download Installation Kit
Download the latest release of Replay 4. You can download the installation from the AppAssure download site,
www.appassure.com. The product located on the download site is a trial version. If you are a customer with a valid license key,
please download from the support portal.
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Replay Installation and Configuration Guide
R EPLAY 4
What is it?
Simply put, Replay 4 is the world‟s fastest way to recover from a server disruption; and the only disaster recovery solution with
application-level recall for high pressure recovery scenarios.
A server-based, disk imaging solution, Replay 4 automatically and continuously snapshots your entire Windows application server.
The Replay 4 products, including Replay for Windows, Replay for Exchange, Replay for SQL, and Replay for Hyper-V, are keenly
application-aware and enable automated backup validation and object-level restore functionality.
When paired with distributed Replay Cores installed in virtual or physical servers, Replay 4 creates a heart and lung by-pass machine
for your mission-critical systems, making them available when and where you need them most.
What does that mean for you? Well, for one, it means your business will never lose another dime in lost productivity due to down
servers. Our unique approach to backup combines the best features of the top imaging, replication, and deduplication software on
the market today offering a 3-for-1 solution that guarantees continuous recovery-testing, seamless disaster recovery, always-on
high availability, and significantly reduced storage costs.
Installation Components
Replay 4 consists of 3 components:
Replay Cores - Cores process backups, validates application integrity, compresses and deduplicates snapshots and replicates them
over the WAN to a remote disaster recovery site. Cores can be local to the server being protected or distributed throughout the
network enabling a flexible and scalable backup and disaster recovery configuration.
Replay Agents – Agents are installed on each the protected server or on Hyper-V hosts. It‟s responsible for capturing block-level
changes on the server and sending them a Relay Core. A core can manage 1 to many agents. It also handles restores and server
rollbacks.
Replay Admin Console – An enterprise console that centrally manages the Replay 4 environment.
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Replay Installation and Configuration Guide
I NSTALLATION AND C ONFIGURATION
Installing the Replay Core
1.
For prerequisites please refer to Appendix A – Prerequisites
NOTE : There are some software prerequisites that will need to be installed as part of the
process. Replay Setup checks for these and will provide a dialog box to install, similar to the one shown below.
2.
Run the downloaded setup file ReplayFull-4.6.1. xxxxx .exe. Click Setup.
NOTE: On the Welcome screen, there are three types of installation. The
architecture of the product allows for an all-in-one approach where you can run an Agent and Core on one
machine, backing itself up. Alternatively, the Replay Core component can be installed,
which makes the system a backup repository and processor, or you can install only the Replay
Agent, which allows the machine to be backed up. The first option is typically used in small
environments where one server does multiple tasks, Replay being one of them. There is a
feature called “Rescue Image” that will aid in the protection of the all-in-one scenarios. The
second two options are better suited for a distributed environment.
3.
6
On the initial screen, select Install Replay Core.
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4.
On the Welcome screen, click Next.
5.
Click the “I accept the terms in the license agreement” radio button If you do not, you will not be able to
proceed with the install. Once you have selected this button, click Next.
6.
7
Click Browse for Key… to enter your license key. The license file is provided to you in the .lic file format.
The Trial version of Replay does not require a license key. Click Next.
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8
7.
Confirm the license key information and click Next.
8.
Select the location for install and where the Replay.log file should be created. Choose the default or a
custom location. Click Next.
9.
Choose “Default” for the setup type and click Next.
Replay Installation and Configuration Guide
12.
9
10.
Choose the logon information (username and password) for the service account. Click Next.
11.
The default port for Core to Core replication is 8005. Choose the default or specify the port for
replication. Check the box below to use a secure connection (SSL).
Confirm the installation settings and click Install. The status of the installation will then display.
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13.
10
Click Finish to complete the installation. Reboot is not necessary, but recommended.
Replay Installation and Configuration Guide
Installing the Replay Agent (Direct Install)
1. For prerequisites please refer to Appendix A – Prerequisites
NOTE : There are some software prerequisites that will need to be installed as part of the
process. Replay Setup checks for these and will provide a dialog box to install the ones that are missing from
the machine.
2. Run the downloaded setup file ReplayFull-4.6.1. xxxxx .exe. Click Setup.
3. On the initial screen, click Install Replay Agent.
4. On the Welcome screen, click Next.
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Replay Installation and Configuration Guide
5. Click the “I accept the terms in the license agreement” radio button in order to proceed with the install.
Once you have selected this button, click Next.
6. Click Browse for Key… to enter your license key. The license file is provided to you in the .lic file format.
The Trial version of Replay does not require a license key. Click Next.
7. Confirm the license key information and click Next.
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Replay Installation and Configuration Guide
8. Select the location for install and where the Replay.log file should be created. Choose default or a custom
location. Click Next.
9. Choose logon information (username and password) for the Replay service account. Click Next.
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Replay Installation and Configuration Guide
10. On the Ready to Install dialog box, confirm your settings and click Install. The status of the installation will then
display.
11. Click Finish when complete.
12. Click Yes to restart the machine.
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Installing the Replay Agent using a Push Install
1. Start the Replay Administration Console, right-click on a Core name in the tree and select Push Agent. This will start the
Remote Replay Agent Installation Wizard.
2. Select the machines by entering the machine name or IP address in the Choose Machine box or select the machines
from the list and click the
button.
Once all of the machines are on the list that will have the Agent installed, click Next.
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Replay Installation and Configuration Guide
3. Set the Login and Service Credentials for each target machine. If the machines are a part of the same domain use the “Set
Default Credentials” button to set a common credential. If not, use the “Modify” link next to each machine to set
credential by un-checking the box „Use default user credentials‟ and enter user name, password and domain for each
machine.
Click Validate next to each machine or the Validate All link at the bottom to check the credentials for all machines. The
status of the credential check will show in the „Is Valid‟ column. If credentials pass, there will be a green ball with a check.
If the test fails, there will be a red ball with an x.
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4. Browse to the license file, and if all agents are to be rebooted automatically when the install is complete, click the box
„Automatically reboot after installation‟. Click Next.
5. Click the “Install next to each agent or click the Install all button. The agent will now be installed, and the status of the
install will show in the Progress column. Click Finish when done.
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Install the Replay Boot CD Builder
The Boot CD Builder is used to create a boot CD that will bring up the Replay Recovery Console. The Replay Recovery
Console (RRC) is a Windows PE based bootable environment that is used to perform bare metal recovery of a Windows
server.
1.
Run the downloaded setup file BootCDBuilder-4.6.1. xxxxx .exe. Click Setup.
2.
From the initial screen, click Install Boot CD Builder.
Note: From the prerequisites screen, install any prerequisites that are identified as not Installed.
Note that you can click the Check Again button to ensure you have the correct prerequisites.
Click next after all the prerequisites have been installed.
3. At the Replay Boot CD Builder Welcome screen, click next.
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4.
Select “I accept the terms in the license agreement” and click Next in order to continue with the installation.
5. Select „Anyone who uses this computer (all users)‟ and click Next.
6. Accept the default location for installation or set a custom path by clicking Change. Click Next.
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Replay Installation and Configuration Guide
7. Confirm the install settings. Click Install.
8. Click Finish to complete of the RRC installation.
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Creating the Recovery CD
23
1.
Log into the machine where the Recovery Console was installed.
2.
Launch the Boot CD Builder.
3.
Click the Settings tab. If you are running the Boot CD Builder on the Protected Server, click the Add Boot
Entry for RRC checkbox to add an entry in Boot.ini.
4.
Click the Add Credentials to ISO checkbox if you want to include RRC log in credentials in the ISO itself.
5.
In the ISO Output Path field, specify the path to a Windows Installation CD or directory. Do not include
“i386” or “MD64” in the path
6.
Click the Credentials tab and enter the domain name, user name, and password (see Figure 88). The
account must be a domain account.
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7.
Click the Check button to verify that the credentials are valid.
8.
If the credentials are valid, the following informational message appears. Click OK to close the message.
9. The Replay Recovery Console Builder dialog reappears.
10. Click the Add Drivers tab to add appropriate WINPE2.1/RIS compatible 32-bit drivers for Network and
Storage Controllers. This is not required in most cases as WinPE 2.1 contains many of the most common drivers.
These drivers are available from the hardware vendor‟s website. If the server has more than one network and/or
storage controller, then add the driver for each instance.
11. The selected network interface must be the one that will be used for the Physical Standby functions. This
network interface must be connected and accessible from the Replay server using an IP address.
12. Click the License tab. Select the Browse button to choose a license key file.
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Replay Installation and Configuration Guide
13. Click Build to create the ISO image. The RRC-i386.ISO image will be created in the C:\Program
Files\AppAssure Software\Replay\Images directory
Starting the Replay Admin and Recovery Consoles
Start the AppAssure applications by clicking the following icons on the desktop:
Replay Administrative Console
Replay Recovery Console
Replay can also be accessed from the Start menu, by navigating to All Programs -> AppAssure Software ->
Replay4.
Add a Server for Protection
To add a server for protection, ensure that the Replay Agent is installed on the server and the Replay Agent service is
enabled and running.
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1.
Log into the Replay Core.
2.
Start the Replay Admin Console.
3.
Click on the Core Server on the left, then, in the right pane, click the Summary tab (it is the default).
4.
Click the Protect button.
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5. This will launch the Protection Wizard.
6. In the Server Name field, enter the NetBIOS or FQDN name of the server. Select volume(s) for the Repository
Volumes. Do not change the port.
7. If the Core and the Agent use different credentials for the service account, click the Authentication button to
set the specific credentials. Enter the username in the Domain\Account or Server\Account format.
8. Click Test Connection and OK to exit the message box. Click Save to close the credentials window and save
the settings.
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Replay Installation and Configuration Guide
9. If all volumes on the server do not need to be protected, select Advanced: Let me decide which volumes
to protect. Since the initial snapshot is a base image, there is an option to start protection of the server at a
future time instead of immediately transferring the base image. This is done by selecting Start protection
at this future date/time and choosing a start time in the future.
10. If the protected server is an Exchange server, Select “Validate that the mailbox store is mountable
(recommended: default setting)”. To perform Log truncation, select “Truncate Exchange Logs”. Log truncation
requires a detailed integrity check which can be performed daily or weekly. If log truncation is desired before
the detailed integrity check, select “Force log truncation prior to checksum check”.
11. If the protected server is a SQL server, select “Perform Full VSS SQL nightly backup” and “Perform nightly
attachability verification from the most recent recovery point”. This requires an instance of SQL Installed on
the Replay Core.
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12. Click Finish once you have completed the configuration for the new protected server. The newly added
server will be listed in the Protected Servers area.
Uninstalling the Replay Core
1.
To uninstall the Core, navigate to the Control Panel Add/Remove Programs or Programs and Features and highlight
Replay Core.
2.
Right click on Replay Core and click Change.
3. At the Welcome Screen, click Next.
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4. On the Program Maintenance window, select Remove. Click Next.
5. This step is important. If you are performing a maintenance un-install, uncheck the two boxes. If you wish to completely
remove the Replay Recovery Points and the Replay Metadata, check the two boxes. Click Next.
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6.
Click Remove.
7.
If you are prompted for an installer message, click OK.
8.
Click Finish to complete the uninstall process.
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Uninstalling the Replay Agent
1.
To uninstall the Replay Agent. Navigate to Start the Control Panel Add/Remove Programs, highlight Replay Agent.
2. Right click Replay Agent and click Change.
3. At the Welcome Screen, click Next.
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4. On the Program Maintenance window, select Remove. Click Next.
5. Click Remove.
6. Click Finish to complete the uninstall process. Reboot the machine.
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Upgrading Replay
Use the following procedure to upgrade an existing version of Replay to Replay 4.6.
Note: Replay will automatically capture base images after an upgrade if you are running versions earlier to
4.4.1.23321.
Before the upgrade process:
1. Download the latest version of Replay. The file will be named as ReplayFull-4.6.1.xxxxx.exe.
2. Pause snapshot transfers for all Replay Agents. This will ensure that no transfers are occurring during the
upgrade process. A snapshot transfer during an upgrade process may trigger a Base Image or Resync Image
after the upgrade. Also, suspend exports and replication.
3. Unmount the recovery points by navigating to the “Mounted Recovery Points” tab Select all and click
Dismount.
4. Verify that Rollup or Detailed Integrity Check is not in progress.
 If Rollup is processing the Retention Policy click the “Abort Rollup” button
 If Replay is running a Detailed Integrity Check on the recovery points, let it finish before the Replay
Server Service is stopped or the upgrade process is started.
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Replay Installation and Configuration Guide
During the upgrade process:
1. First, upgrade the Replay Core by performing an in-place upgrade. Choose "Modify Replay Core" in the
installation setup menu. Step through the Installation Wizard to complete the upgrade process. Reboot the
Replay Core.
Note: Do not uninstall the Replay Core. If you uninstall and then re-install the Replay Core, Replay may
capture a base image after the upgrade.
2. Next, upgrade the Replay Agent by performing an in-place upgrade. Choose "Modify Replay Agent" in the
installation setup menu or use the Push Install feature to upgrade the Replay Agent. Reboot the Agent may be
required.
Note: Do not uninstall the agent. If you choose to uninstall and then re-installed, Replay may initiate a base
image after the upgrade.
3. Start the Replay Admin Console after the upgrade and “resume” snapshots, exports and replication after all
the Agents and the Core have been upgraded. The upgrade of the Core and Agents is now complete.
4. Lastly, use the same process to upgrade the target replication core by performing an in-place upgrade.
Choose "Modify Replay Core" in the installation setup menu. Step through the Installation Wizard to complete
the upgrade process.
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A PPENDIX A - P REREQUISITES
Service Account for the Replay Service
The Replay Service account can be a local or a domain based user account that must possess “Local Administrator”
privilege both on the Core and gents I f you wish to use a Windows Active Directory Domain based service account,
then you do not need to grant the user “Domain Admin” privileges Except if you wish to protect a Domain Controller,
then, the Replay Service account must be made a member of the “Administrators” Group in the “Built-in” container on
the Domain Controllers.
Local Group Membership
Perform this step on the machines running the Replay Core and agents:
1. In Administrative Tools, click Computer Management.
2. In the console tree, expand Local Users and Groups, and then click Groups.
3. Right-click the Administrators group, and then click Add to Group. Click Add.
4. Click Look in to display a list of domains from which users and groups can be added to the group.
5. In the Locations window, click the domain containing the users and computers you want to add, and then
click OK.
6. In the Enter the object names to select box, type the name of the user Replay Admin, and then click OK.
7. If you want to validate the user or group names that you are adding, click Check Names.
Local Server Rights
On each computer that you want to install the Replay Recovery Server component, you must configure the
permissions of the Replay service account that you plan to use when installing Replay.
1. Click Start, point to Administrative Tools, and then click Local Security Policy to start the Local Security Policy
console.
2. Enable the following rights for the user:
 log on locally with local permissions (if not assigned by default)
 log on locally with local permissions
 log on as a service
Exchange 2003 Administrator Role
Use the Exchange Administration Delegation Wizard to grant administrative permissions to the Replay Service
account.
1. Click Start, point to Programs, point to Microsoft Exchange, and then click System Manager.
2. Right-click the organization or the administrative group where you want to delegate administrative
permissions, and then click Delegate control. Exchange Administration Delegation Wizard starts. Click Next.
3. On the Users or Groups page, click Add.
4. In the Delegate Control dialog box, click Browse.
5. In the Select Users, Computers, or Group dialog box, click the appropriate location in the Look in box,
click the name Replay Admin, and then click OK.
6. Under Role in the Delegate Control dialog box, click Exchange Administrator permissions to assign to the
Replay Admin account, and then click OK. The user or the group that you added appears in the Users and
groups list.
7.
Click Next, and then click Finish.
8. Grant "Send As," "Receive As," and "Administer Information Store" permissions at the server level for
each Exchange Server. To do this, follow these steps:
a. In Exchange System Manager, right-click the first Exchange Server administrative group name, and
then expand the Servers group.
b. Right-click an Exchange Server, click Properties, and then click Security.
c. In the top pane, select the Replay service account. In the bottom pane, make sure the “Send As,"
"Receive As," and "Administer Information Store" permissions are set to Allow.
d. Repeat steps 8b and 8c for each Exchange Server.
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9. Grant "Send As," "Receive As," and "Administer Information Store" permissions to the mailbox store. To
do this, follow these steps:
a. In Exchange System Manager, right-click the first Exchange administrative group name, and then
expand the Servers group.
b. Expand the first mailbox store group, right-click each mailbox store, click Properties, and then click
Security.
c. In the top pane, select the Replay service account. In the bottom pane, make sure that the "Send
As," "Receive As," and "Administer Information Store" permissions are set to Allow.
Exchange 2007 Administrator Role
1. To set Send As, Receive As, and Administer Information Store permissions:
a. Open Windows PowerShell, and then open a command prompt window.
b. At the command prompt window, type the following line, and then press ENTER:
get-mailboxserver Exchange2007ServerName | add-adpermission -user <ReplayAdmin> accessrights GenericRead, GenericWrite -extendedrights Send-As, Receive-As, ms-Exch-Store-Admin
where: Exchange2007ServerName is the name of the Microsoft Exchange 2007 Server and
<ReplayAdmin> is the name of the Replay account
2. To check the Send As, Receive As, and Administer Information Store permissions:
a. Open Windows PowerShell, and then open a command prompt window.
b. At a command prompt, type the following line, and then press ENTER:
get-mailboxserver Exchange2007 | get-ADpermission -user ReplayAdmin | Format-List
ESX Firewall Configuration
When exporting directly to an ESX server, Replay Core uses SSH and port 9002. To enable port 9002 on ESX for direct
virtual machine exports, perform the following steps on the ESX server
1.
2.
3.
4.
5.
6.
7.
8.
Login as a root at the console of the ESX Server, press ALT+F1
To activate root access SSH in ESX Server, open nano (text editor, easy to use) or use vi
# cd /etc/ssh
# nano sshd_config
Navigate to the line saying PermitRootLogin No and change it to Yes.
Type then CTRL+x to exit. On the prompt answer Y (as Yes to save the modified file).
Restart the sshd service
# service sshd restart
Open firewall ports required for SSH
# esxcfg-firewall -e sshServer
# esxcfg-firewall -e sshClient
Enable ports required for Replay
# esxcfg-firewall -o 9002,tcp,in,Replay
# esxcfg-firewall -o 9002,tcp,out,Replay
Restart the vmware-hostd process
# service mgmt-vmware restart
Core Requirements
Shared Core
The Replay Core and Agent may be installed on the same physical or virtual server. This means you can test
Replay on a single physical or virtual server. The core may or may not be a part of a Windows Active Directory
Domain.
Dedicated Replay Core
The Replay Core is independently installed on a physical or virtual server. The Replay Agent does not exist in this
installation. This requires you to have at least two physical or virtual server servers. The Core may or may not be a part
of a Windows Active Directory Domain.
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Replicated Core
A separate Replay Core (shared or a dedicated) that is used as a replication target from a different instance of a
source Replay Core (shared or dedicated) located on the same LAN or across a WAN. The core may or may not be a
part of a Windows Active Directory Domain.
Replay Storage
The Replay Core can use DAS, SAN or NAS formatted as NTFS to store the snapshots of the protected servers, also
known as the Replay Repository. Once a snapshot is captured and processed by the Replay Core it is committed to
the Replay Repository as a Recovery Point.
Protecting Microsoft Exchange
For effective Exchange Log Truncation and Mountability checks, the Replay Agent service account must be
assigned/delegated the following permissions and rights:
-
Exchange Full Administrator permissions in Exchange 2003
Organizational Administrator permissions in Exchange 2007 and above
Note that Exchange 2003 is 32-Bit however Exchange 2007 and 2010 are 64-Bit. Therefore careful consideration is
required when protecting the aforementioned with Replay Core.
SQL Database Attachability Test
The Replay Core can automatically “Attach” test to all the databases within a recovery point of a protected SQL Server.
This test can be performed once a day. In order to effectively protect and perform the “attach” test, the Replay Agent
service account must be granted the SYSADMIN right on the SQL server. Attachability tests for SQLExpress are not
supported by the Replay Core.
The “Attach” also requires SQL server on the Replay Core. Since SQL imposes no restrictions on attach to
databases, you can install the same or newer version of SQL Server.
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