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Protecting a Hyper-V virtual server to a Hyper-V server

Use these instructions for Hyper-V to Hyper-V protection.

1. Click Get Started from the toolbar.
2. Select Double-Take Availability and click Next.
3. Select Protect a Hyper-V virtual machine using host-level protection and click Next.

4. Specify your source server. This is the Hyper-V source that contains the virtual machine that you want to protect.

   

• Server/Cluster—Specify the name or IP address of the Hyper-V server or cluster that is hosting the virtual machine that you want to protect. You can click Browse to select a server from a network drill-down list.

  If you enter the source server's fully-qualified domain name, the Double-Take Console will resolve the entry to the server short name. If that short name resides in two different domains, this could result in name resolution issues. In this case, enter the IP address of the server.

   

• User name—Specify a user that is a member of the Double-Take Admin and local administrator security groups on the source. If you want to use a domain user account, enter a fully-qualified domain name in the format domain\username or username@domain.
• Password—Specify the password associated with the User name you entered.
5. Click Next to continue.

6. Choose the virtual machine on the Hyper-V source that you want to protect. The list of virtual machines will vary depending on whether your source is a Hyper-V server, cluster, or node. Select a virtual machine from the list and click Next to continue.

   

7. Specify your target server. This is the Hyper-V target where you will store the replica of the source server.

   

• Server—Specify the name or IP address of the Hyper-V server or cluster that will be hosting the replica of the source server. You can click Browse to select a server from a network drill-down list.

  If you enter the target server's fully-qualified domain name, the Double-Take Console will resolve the entry to the server short name. If that short name resides in two different domains, this could result in name resolution issues. In this case, enter the IP address of the server.

   

• User name—Specify a user that has administrative rights for Microsoft Hyper-V and is a member of the Double-Take Admin security group. If you want to use a domain user account, enter a fully-qualified domain name in the format domain\username or username@domain.
• Password—Specify the password associated with the User name you entered.
8. Click Next to continue.

9. Select a home folder on the Hyper-V target for the replica virtual machine.

   

• Volume—Select one of the volumes from the list to indicate which volume on the target where you want to store the new virtual server when it is created. The target volume must have enough Free Space to store the source data. The minimum size is noted at the bottom of the page.
• Full path where the replica virtual machine will be stored—Specify a location on the selected Volume to store the replica of the source. By specifying an existing folder, you can reuse an existing virtual machine on your Hyper-V target created by a previous protection job. This can be useful for pre-staging data on a virtual machine over a LAN connection and then relocating it to a remote site after the initial mirror is complete. When you reuse a virtual machine, Double-Take Availability performs a difference mirror which saves time. Use the following steps to reuse a virtual machine on a Hyper-V target.
1. Create a protection job in a LAN environment, letting Double-Take Availability create the virtual disk for you.
2. Complete the mirror process locally.
3. Disconnect and delete the protection job and when prompted, select to Keep and register the replica virtual machine.
4. From the Hyper-V manager, delete the replica virtual machine, which will delete the virtual machine configuration but will keep the associated .vhd files.
5. Shut down and move the Hyper-V target server to your remote site.
6. After the target server is back online at the remote site, create a new protection job for the same source server and select to reuse the existing virtual machine when prompted. Double-Take Availability will reuse the existing .vhd files and perform a difference mirror over the WAN to bring the virtual machine up-to-date.
10. Click Next to continue.

11. Configure the replica virtual machine.

    

• Replica virtual machine display name—Specify the name of the replica virtual machine. This will be the display name of the virtual machine on the host system. 
• Map source virtual switches to target virtual switches—Identify how you want to handle the network mapping after failover. The Source Network Adapter column lists the virtual networks from the source. Map each one to a Target Network Adapter, which is a virtual network on the target.
• Use advanced settings for replica virtual machine network configuration—If your virtual machine is powered on and has Integration Services available, this option will allow you to configure advanced settings, which are used primarily for WAN support. If you select this option, you will be prompted to provide credentials for the virtual machine. Enter the Host Name, User name, and Password and click Save.

• Advanced settings for network configuration—These options are only displayed if you have enabled the advanced settings and supplied valid credentials. For each Source virtual machine network adapter, you can specify Target IP addresses, Default Gateways, and DNS Server addresses.

  Updates made during failover will be based on the network adapter name when protection is established. If you change that name, you will need to delete the job and re-create it so the new name will be used during failover.

  If you update one of the advanced settings (IP address, gateway, or DNS server), then you must update all of them. Otherwise, the remaining items will be left blank. If you do not specify any of the advanced settings, the replica virtual machine will be assigned the same network configuration as the source.

   

12. Click Next to continue.

13. Specify your protection settings.

    

• Send data to this target route—By default, Double-Take Availability will select a default target route for transmissions. If desired, select a different target route for transmissions.
• Compress data at this level—Specify the level of compression that you want to use for your transmissions from the source to the target. If compression is enabled, the data is compressed before it is transmitted from the source. When the target receives the compressed data, it decompresses it and then writes it to disk.
• Limit bandwidth—Bandwidth limitations are available to restrict the amount of network bandwidth used for Double-Take Availability data transmissions. When a bandwidth limit is specified, Double-Take Availability never exceeds that allotted amount. The bandwidth not in use by Double-Take Availability is available for all other network traffic. If desired, enter a value, in kilobits per second, to limit data transmission. The value you enter is the maximum amount of data that will be transmitted per second.
• Do not monitor for failover—Select this option if you do not want the target to actively monitor the source for a failure. If you do not monitor for failover, you will have to monitor the source manually on your own and initiate failover manually if there is a source failure.

• Monitor for failover—Select this option if you want the target to actively monitor the source for a failure. Specify the Monitoring interval, which is the number of seconds between monitor requests sent from the target to the source to determine if the source is online, and the Number of missed intervals that trigger failover, which is the number of monitor replies sent from the source to the target that can be missed before assuming the source has failed.

  To achieve shorter delays before failover, use lower interval and missed interval values. This may be necessary for servers, such as a web server or order processing database, which must remain available and responsive at all times. Lower values should be used where redundant interfaces and high-speed, reliable network links are available to prevent the false detection of failure. If the hardware does not support reliable communications, lower values can lead to premature failover. To achieve longer delays before failover, choose higher values. This may be necessary for servers on slower networks or on a server that is not transaction critical. For example, failover would not be necessary in the case of a server restart.

   

• Require manual intervention before actually failing over—When selected, you will be prompted for failover when a failure condition is met. If this option is not selected, failover will automatically occur when a failure condition is met.
14. Click Next to continue.
15. The Protection Summary page displays all of the options you selected in your workflow. If you want to make any changes to any of the workflow settings, click Back to return to previous pages of the workflow. If you want to modify the name assigned to this protection job, click Change and specify a new name.

16. When you are satisfied with your workflow selections, click Finish, and you will automatically be taken to the Manage Jobs page.

    Once protection is established, Double-Take Availability monitors the virtual disks of the protected virtual machine for changes to the disk layout. If a new virtual hard disk is added to the virtual machine, the protection job will automatically be updated to include the new virtual hard disk, and a file difference mirror will automatically start. However, if a virtual hard disk is removed from the protected virtual machine, the virtual hard disk will not be removed from the projection job until it is deleted from the source or the protection job is deleted and re-created.

    If you need to modify a job's settings after it has been created, you can do so after the mirror has completed by highlighting the job on the Manage Jobs page, selecting View Job Details, and then clicking the View job properties link. You will be taken back to the Protection Summary page where you can edit the job's settings..

    If your source is a cluster and the Double-Take service on the source is stopped and restarted but failover is not initiated, you will need to manually bring the supporting cluster resource back online through the cluster manager in order for your Hyper-V job to reconnect and transition to a good state. The resource is called DTTargetRes_VM to Target, where VM is the name of your virtual machine and Target is the name of your target. The resource will be located in the Other Resources group.

    If your source is a cluster and your cluster resource moves to a node that Double-Take Availability considers a bad node (for example, the Double-Take service is not running or the node has an invalid activation code), your job will enter an error state. You must fix the issue on the cluster node and then you can restart the job. However, if this situation occurs on a target cluster, the job will no longer appear in the console. In this case, you will need to fix the issue on the cluster node and then bring the supporting cluster resource back online through the cluster manager. The resource is called DTTargetRes_VM to Target, where VM is the name of your virtual machine and Target is the name of your target. The resource will be located in the Other Resources group.