Deployment on a Microsoft Cluster - Virtual Server Agent for Microsoft Hyper-V

Table of Contents

VSA Proxy for Cluster Shared Volumes

(Windows 2012 R2 deployments only)

Previously, the Virtual Server Agent (VSA) needed to be installed on each node in a Hyper-V cluster. Each node needed to be included on the virtual server instance for the virtualization client, and each node would engage Volume Shadow Copy Service (VSS) to create a shadow of the cluster shared volume (CSV) for the virtual machines (VMs) owned by that node.  

You are no longer required to install the VSA on every node in a Hyper-V cluster. A Hyper-V node that has the VSA installed can back up any VMs in the same cluster if the VMs reside on CSV storage that is directly connected to the cluster. At least one node in the cluster must have VSA installed, and only VSA client nodes that manage backups need to be added on the virtual server instance for the cluster. Any VSA client that is added on the virtual server instance can manage a set of VMs on CSV storage for backups.

VSA proxies can be used for streaming backups and SnapProtect backups.

Any Hyper-V client nodes that host virtual machines on local dedicated storage (rather than cluster shared storage) must have the VSA installed; VMs on local storage cannot be backed up by a different VSA client node.

The first available VSA client on the virtual server instance acts as a coordinator node for backups in the cluster. The coordinator node engages VSS to create a shadow of the entire CSV, including its own VMs and VMs hosted on other nodes if the VMs reside on CSV storage. VMs can be quiesced and backed up from the shadow without impacting production VMs. The CSV Writer handles communications with other nodes.

The use of Hyper-V node sharing provides the following advantages:

  • The coordinator node can delegate data protection operations to other VSA client nodes in the cluster.
  • New nodes can be added and protected without reconfiguring the virtual server instance.
  • The number of VSS shadows that need to be created is minimized.
  • Greater host density is possible.

  • To enhance performance, ensure that the VSA proxy has ownership of the CSV where virtual machines reside. Using a VSA proxy with ownership of the CSV enables data protection operations to read directly from the CSV rather than redirecting data over the LAN from the CSV owner.
  • This feature does not support backup of virtual machines hosted on SMB (Server Message Block Protocol) shares.

Prerequisites

  • All Hyper-V client nodes in the cluster must run Windows 2012 R2, including nodes with VSA installed and nodes that host VMs on CSV storage but do not have the VSA.
  • Virtual machines must reside on cluster shared volume (CSV) storage that is directly connected to the Hyper-V cluster.

Standard Deployment

Steps involved in installing the Microsoft Hyper-V Agent in a Clustered environment:

Install the Software on Physical Nodes

Before You Begin

System Requirements

Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in System Requirements.

Network TCP Port Requirements

Review the Network TCP Port requirements specified in Network TCP Port Requirements.

License Requirements

Review the license requirements specified in License Requirements.

Download Software Packages

Install the Virtual Server Agent on all Hyper-V servers in a cluster.

If you want to perform backup of Virtual Machines on a standalone Hyper-V server, install the Virtual Server Agent on that server.

Install the Software on Physical Nodes

The software can be installed on the Physical nodes using one of the following methods:

Method 1 : Remote Installation Using CommCell Console

Use this procedure to install remotely on the physical nodes.

Method 2 : Interactive Installation

Use this procedure to Install the software on the physical nodes from the active node of a cluster group.

Method 1: Remote Installation Using CommCell Console

  1. Open CommCell Console:

    • Click Start and point to All Programs.
    • Click NetApp .
    • Click SnapProtect  Administrative Console.
  2. From the CommCell Browser, click Tools > Add/Remove Software > Install Software.
  3. Click Next.

  4. Click Next.

  5. Click Manually Select Computers.

    Click Next.

  6. Enter the fully qualified domain name of each of the physical computers (nodes) on which you want to install the software.

    Fully qualified domain name of each physical computer must be specified in a separate line.

    For example, if your cluster group is hosted on two nodes (physicalcomputer1 and physicalcomputer2), then specify as following:

    physicalcomputer1.mydomain.mycompany.com

    physicalcomputer2.mydomain.mycompany.com

    Click Next.

    • Make sure that the physical computers (active node and passive node) that you specify here are reachable from the CommServe computer.
    • Do not use space and the following characters when specifying the Host Name:

      \|`~!_@#$%^&*()+=<>/?,[]{}:;'"

  7. Choose one of  the following:

    • Click Next if you want to use the default cache location
    • Click Override Software Cache and specify a new location in the Software Cache box and then click Next

    • The software cache is the location from where the remote install program installs the software.
    • The Select Software Cache page does not appear if the remote cache is not configured. For more information, see Managing Cache - Remote Cache.

  8. Specify the User Name and Password of the Domain Administrator account to perform remote installs on the physical computers that you selected in step 6.

    Click Next.

    • The Domain Administrator account must have Administrator rights on all the physical computers that you selected in step 6.
    • Account information is required while performing remote installs for the first time on the physical computers. For subsequent remote installs on those physical computers, click Next without specifying the account information.

  9. Click VirtualServer Agent.

    Click Next.

  10. Select the following:

    • Select a client group from the available Client Groups, and then click Add.
    • From the Global Filters list, select one of the following:
      • Use Cell level Policy to inherit the global filter policy configuration set for the CommCell.
      • Always use Global Filters to apply the global filters policy to the default subclient regardless of the policy set for the CommCell.
      • Do not use Global Filters if you plan to define specific filters for the Agent.
    • From the Storage Policy To Use list, select a storage policy.
    • Click Next.

    The Enter Recommended Settings for the selected Software page is not displayed if Client Groups are not configured in the CommCell Console. For more information, see Client Computer Groups.

    If you do not have a Storage Policy, the list will not be displayed. You can create a Storage Policy later using the steps described in the Configuring storage Policy section.

  11. Click Next.

    If necessary you can select additional options. Click the Help button to get more information on the available options.

  12. Click Next.

    If necessary you can select optional settings. Click the Help button to get more information on the available options.

  13. Select one of the following:

    • If firewall configuration is not required, click Next.
    • If this computer and the CommServe is separated by a firewall, click Configure firewall services.

    For firewall options and configuration instructions, see Firewall Configuration and continue with the installation.

  14. Select Immediate.

    Click Next.

  15. Click Finish.

    The Summary page reflects the components you selected for install.

  16. You can track the progress of the job from the Job Controller window of the CommCell console.
    • From the Home menu, click Job Controller.

    Once the job is complete, view the job details from the Admin Job History.

    • Right-click the <CommServe>, point to View and then click Admin Job History.
    • Click Select Install/Upgrade/Remove/Repair Software.
    • Click OK.
    • You can view the following by right-clicking the job:
      • Details of the job
      • Option to Resubmit the job
      • Events associated with the job
      • Logs associated with the job
      • Option to send the Logs associated with the job

Method 2: Interactive Installation

  1. From the active node of the cluster group, log on to the physical computer as an Administrator or as a member of the Administrator group on that computer.

  2. Run SetupAll.exe from the installation package that was created using the Download Manager.
  3. Click I accept the terms in the license agreement.

    Click Next.

  4. Click Custom.

    Click Next.

  5. Click Select components to install on this computer and click Next.

  6. Expand Virtualization and then click Virtual Server Agent.

    VSS Provider is automatically selected under File System.

    Click Next.

  7. Verify the default location for software installation.

    Click Next.

    If necessary, click Browse... to change the default location.

    • Do not install the software to a mapped network drive
    • Do not use the following characters when specifying the destination path: / : * ? " < > | #
    • It is recommended that you use alphanumeric characters only
  8. Click Install.

    The Summary page reflects the components you selected for install.

  9. If you are prompted to install Microsoft .NET Framework, click Yes.

  10. Click Next.

  11. Select one of the following:

    • If firewall configuration is not required, click Next.
    • If this computer and the CommServe is separated by a firewall, click Configure firewall services.

    For firewall options and configuration instructions, see Firewall Configuration and continue with the installation.

  12. Enter the fully qualified domain name of the CommServe in the CommServe Host Name box.
    • Do not use space and the following characters when specifying the CommServe Host Name:

      \|`~!@#$%^&*()+=<>/?,[]{}:;'"

    Click Next.

  13. Enter the following:
    • The local (NetBIOS) name of the client computer is displayed in the Select a Client name list.

      If necessary you can also type a new (friendly) name for the client in this box. This name will be used in the CommCell and will also be displayed in the CommCell Console.

      Do not use spaces when specifying a new name for the client.

    • The default network interface name of the client computer is displayed if the computer has only one network interface (NIC card).

      If the computer has multiple network interfaces, select the interface name that is preferred for communication with the CommServe.

    Click Next.

    If a component is already installed on this computer, the Communication Interface Name page is not displayed; instead, the install program uses the same name as previously specified.

  14. The default port numbers used for CommCell communication are displayed. If necessary, you can modify the port numbers.

    Click Next.

    The Port Number Selection page is not displayed if the default port numbers are not used for CommCell communication.

  15. Select one of the following options:

    • If you do not want to disable Windows Firewall, click Next.
    • If you want to disable Windows Firewall for all profiles, click Yes, disable Windows Firewall for all profiles and then click Next.

    The Firewall Configuration page is displayed if you did not configure the firewall settings in step 11.

  16. Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List.

    Click Next.

    This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list.

    It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time.

  17. Select a Client Group.
    Click Next.

    The Client Group Selection page is not displayed if Client Groups are not configured in the CommCell Console. For more information, see Client Computer Groups.

  18. Select one of the following:
    • Click Use Cell level Policy to inherit the global filter policy configuration set for the CommCell.
    • Click Always use Global Filters to apply the global filters policy to the default subclient regardless of the policy set for the CommCell.
    • Select Do not use Global Filters if you plan to define specific filters for the Agent.

    Click Next.

  19. Select a storage policy from the Storage Policy list.

    Click Next.

    If you do not have a Storage Policy, the list will not be displayed. You can create a Storage Policy later using the steps described in the Configuring Storage Policy section.

  20. When prompted to install software on remaining cluster nodes, click Yes.

    When you click Yes, the software automatically retrieves the list of nodes to which the current active node can failover.

  21. Select cluster nodes from the Preferred Nodes list and click the arrow button to move them to the Selected Nodes list.

    Once you complete your selections, click Next.

    The list of Preferred Nodes displays all the nodes found in the cluster; from this list, you are required to select the cluster nodes configured to host this cluster group server.

  22. Specify User Name and Password of the Domain Administrator account to perform the remote install on the cluster nodes you selected in the previous step.

    Click Next.

    The Domain Administrator user account that you specify here must have Administrator rights on all the cluster nodes that you selected in the previous step.

    The Installer tries to install the software on all the nodes (physical computers) that you selected in step 21.

    The progress of the remote install for the cluster nodes is displayed on the Remote Install Progress screen.

  23. Click Finish.

    If the software is not installed successfully on any of the passive nodes selected in step 21, or if any passive node is not available during the installation, a separate installation from the CommCell Console needs to be performed on that node in order to prepare it for a failover protection.

    For remote install instructions, see Remote Install.

  24. Click Finish.

Configuring Storage Policy

If you do not have a Storage Policy created, use the following steps to create a storage policy:

To create a storage policy, you must have configured a library in the CommCell.

Disk Library Creation

  1. From the CommCell Browser, navigate to Storage Resources, right-click the Libraries, point to Add and then click Disk Library...

    Alternatively, you can also navigate to MediaAgents, right-click <MediaAgent>, point to All Tasks | Create Library and then click Disk Library...

  2. From the Add Disk Library dialog box, specify the following:
    • In the Name box, specify name of the disk library.
    • From the MediaAgent list, select the MediaAgent.

    Perform one of the following:

    • Select Local Path if you wish to specify a local path in the MediaAgent computer.

      In the Disk Device box, type the name of the folder in which the disk library must located or click button to select the folder.

    • Select Network Path, if you wish to specify a network path as the target share.

      In the Connect As box, type the user name.

      In the Password and Verify Password box, type the password to access the network share.

      In the Folder box, type the mount path or click button to select a mount path.

    • Click OK.
  3. The newly created disk library will be displayed under Libraries node.

Storage Policy Creation

  1. From the CommCell Browser, navigate to Policies.
  2. Right-click the Storage Policies and then click New Storage Policy.
  3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below:
    • Select the Storage Policy type as Data Protection and Archiving and click Next.
    • Enter the name in the Storage Policy Name box and click Next.
    • From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next.

      Ensure that you select a library attached to a MediaAgent operating in the current release.

    • From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next.
    • For the device streams and the retention criteria information, click Next to accept default values.
    • Review the details and click Finish to create the Storage Policy.

Additional Installation Methods

Remote Install

Deploy the software from CommCell Console on multiple clients.