Version 7.1 SP7 Administrator’s Guide Table of Contents Introduction .................................................................................................................................................. 12 IBM Resiliency Orchestration 7.1 SP7 ....................................................................................................... 12 Purpose ....................................................................................................................................................... 13 Getting Started ............................................................................................................................................ 14 Using Online Help ................................................................................................................................... 15 Navigation Bar ......................................................................................................................................... 16 Breadcrumbs ............................................................................................................................................ 16 Working Area .......................................................................................................................................... 17 Right Pane ............................................................................................................................................... 17 Administration Overview ........................................................................................................................ 17 About IBM Resiliency Orchestration ...................................................................................................... 18 Log Out .................................................................................................................................................... 18 Help ......................................................................................................................................................... 18 Quick Start ............................................................................................................................................... 19 Changing Password ................................................................................................................................. 20 Reset Password ........................................................................................................................................... 21 Architecture Overview ................................................................................................................................ 22 Overview ..................................................................................................................................................... 22 Key Features ............................................................................................................................................ 23 Key Benefits ............................................................................................................................................ 27 How IBM Resiliency Orchestration Works? ........................................................................................... 29 Understanding Concepts .......................................................................................................................... 30 Status of a Group ........................................................................................................................................ 37 Execution Mode ....................................................................................................................................... 38 Execution Status ...................................................................................................................................... 39 Recovery Status ....................................................................................................................................... 40 Business Continuity Modes ......................................................................................................................... 43 Business Continuity States .......................................................................................................................... 45 RPO-RTO .................................................................................................................................................... 48 About RPO, RTO ........................................................................................................................................ 48 Recovery Point Objective ........................................................................................................................ 48 Recovery Time Objective ........................................................................................................................ 48 Managing RPO and RTO ............................................................................................................................ 48 Compute Current App RPO ..................................................................................................................... 48 Compute current Data RPO ..................................................................................................................... 49 Compute current RTO and display the desired RTO and estimated RTO values ................................... 49 Pre- requisites ............................................................................................................................................. 54 Additional Support ...................................................................................................................................... 54 Starting and Stopping IBM Resiliency Orchestration Server Services ...................................................... 54 On Server Restart .................................................................................................................................... 55 Starting and Stopping IBM Resiliency Orchestration Agents .................................................................... 55 Starting IBM Resiliency Orchestration Agents ........................................................................................... 55 Starting Agents on the UNIX Server ....................................................................................................... 56 Stopping IBM Resiliency Orchestration Agents on Window Server ........................................................... 58 Stopping Agents on the UNIX Server ..................................................................................................... 58 Verifying IBM Resiliency Orchestration Agents ......................................................................................... 60 Verifying Agents on Windows Server .................................................................................................... 60 Verifying Agents on UNIX Server .......................................................................................................... 60 Verifying the processes of Agents on UNIX Server ............................................................................... 61 Refreshing Details ...................................................................................................................................... 63 Configuration ............................................................................................................................................... 66 Configuring IBM Resiliency Orchestration ................................................................................................ 66 Tomcat Configuration ................................................................................................................................. 66 Tomcats logs rotation .............................................................................................................................. 69 Agent Configuration ................................................................................................................................... 70 Configuring Agents ................................................................................................................................. 70 Site Controller ......................................................................................................................................... 70 Agentless ................................................................................................................................................. 73 Agent Listing ........................................................................................................................................... 86 Configuring WAN Agent ........................................................................................................................ 89 User Management ....................................................................................................................................... 91 Setting up Users ....................................................................................................................................... 91 Adding Users ........................................................................................................................................... 92 Modifying Users ...................................................................................................................................... 96 Deleting Users ......................................................................................................................................... 97 Setting System Options for Users ............................................................................................................ 97 Editing User Preferences ....................................................................................................................... 100 Configuring LDAP ................................................................................................................................ 100 Configuring AD ..................................................................................................................................... 105 Division of the User Management System ............................................................................................ 110 Known Limitations ................................................................................................................................ 114 Listing Configured Users ...................................................................................................................... 115 Appendix ............................................................................................................................................... 118 Notifications .............................................................................................................................................. 121 Configuring Notifications ...................................................................................................................... 121 Email Notification ................................................................................................................................. 122 SMS Notification ................................................................................................................................... 123 SNMP Notification ................................................................................................................................ 123 Notification List ..................................................................................................................................... 123 Configuring SNMP Trap Forwarder ..................................................................................................... 126 Configuring Email Server ...................................................................................................................... 128 Configuring Email Templates ............................................................................................................... 129 Business Process Integration .................................................................................................................... 130 Listing Business Process Schedules ...................................................................................................... 131 Adding Business Process ....................................................................................................................... 132 Configuring Business Process ............................................................................................................... 133 Custom Event ........................................................................................................................................ 133 Scheduling ............................................................................................................................................. 135 Managing Business Process .................................................................................................................. 136 Deleting Business Process ..................................................................................................................... 137 Continuity Workflows ........................................................................................................................... 138 Workflow Manager ................................................................................................................................... 140 Working with Actions ........................................................................................................................... 141 Creating new workflow ......................................................................................................................... 155 Deleting Workflow ................................................................................................................................ 156 Importing or Exporting a Workflow ...................................................................................................... 157 Scheduling Business Process Workflow / Drills ................................................................................... 159 Automatic Retry on Failure ................................................................................................................... 162 Single Stepping Actions in Workflows ................................................................................................. 163 Synchronizing Workflow with RPO/RTO ............................................................................................ 164 Publish/ Save as a Draft ......................................................................................................................... 165 Previewing Workflow ........................................................................................................................... 166 Workflow Version History/ Rollback ................................................................................................... 166 Workflow Key Value List ..................................................................................................................... 167 Workflow Configuration Limitations .................................................................................................... 171 Configuring Approver List .................................................................................................................... 171 Recovery Automation Library (RAL) ........................................................................................................ 172 AWS ...................................................................................................................................................... 173 Description ............................................................................................................................................ 210 Inputs ..................................................................................................................................................... 210 Outputs .................................................................................................................................................. 211 Description ............................................................................................................................................ 212 Inputs ..................................................................................................................................................... 212 Outputs .................................................................................................................................................. 212 Description ............................................................................................................................................ 214 Inputs ..................................................................................................................................................... 214 Outputs .................................................................................................................................................. 214 Description ............................................................................................................................................ 216 Inputs ..................................................................................................................................................... 216 Outputs .................................................................................................................................................. 217 Description ............................................................................................................................................ 218 Inputs ..................................................................................................................................................... 218 Outputs .................................................................................................................................................. 219 Database Level ...................................................................................................................................... 219 File ......................................................................................................................................................... 291 Process ................................................................................................................................................... 308 Repeatable ............................................................................................................................................. 315 Replication Level ................................................................................................................................... 315 Replication ............................................................................................................................................. 518 IBM Internal (This is not for field use.) ................................................................................................ 520 Workflow ............................................................................................................................................... 538 Trigger Site Level Drill ............................................................................................................................. 568 Trigger Site Level FO ............................................................................................................................... 569 Zerto .......................................................................................................................................................... 570 Zerto Logon ........................................................................................................................................... 570 Zerto Logoff .......................................................................................................................................... 570 Zerto Change Recovery Host ................................................................................................................ 570 Zerto Delete VRA .................................................................................................................................. 571 Zerto Failover ........................................................................................................................................ 571 Zerto Failover Test ................................................................................................................................ 571 Zerto Force Sync VPG .......................................................................................................................... 571 Zerto Launch New VRA ....................................................................................................................... 572 Zerto Resume VPG ................................................................................................................................ 573 Zerto Unprotect VPG ............................................................................................................................ 573 Zerto Wait for Task Complete ............................................................................................................... 574 Zerto Is VPG Exist ................................................................................................................................ 574 Zerto Create VPG Settings .................................................................................................................... 574 Zerto Delete VPG .................................................................................................................................. 575 Low Touch Oracle DG .............................................................................................................................. 575 Supported Features ................................................................................................................................ 575 Overview ............................................................................................................................................... 576 Prerequisites .......................................................................................................................................... 576 Low Touch Wizard - Primary Server .................................................................................................... 577 Primary Database ................................................................................................................................... 579 AWS Information .................................................................................................................................. 581 Low Touch Execution workflow ........................................................................................................... 584 Configuration ............................................................................................................................................ 587 Configuring RPO/ RTO ......................................................................................................................... 587 Configuring Notification Regarding Events .......................................................................................... 591 Configuring Event Policy ...................................................................................................................... 592 Adding Polar Event Script ..................................................................................................................... 594 Site Ticker ................................................................................................................................................. 595 Show Expired Ticker ............................................................................................................................. 596 Add Site Ticker ...................................................................................................................................... 596 Vault Framework ...................................................................................................................................... 597 Introduction ........................................................................................................................................... 597 Configuring Vault .................................................................................................................................. 599 Vault Agent ........................................................................................................................................... 610 Vault Features ........................................................................................................................................ 611 Subsystems IBM Supports .................................................................................................................... 614 Dashboards ................................................................................................................................................. 615 DR Operational Dashboard ..................................................................................................................... 615 DR Manager Dashboard .......................................................................................................................... 618 Manage ........................................................................................................................................................ 622 Filters ........................................................................................................................................................ 622 Group Health ............................................................................................................................................ 624 Sites ........................................................................................................................................................... 624 Application Group .................................................................................................................................... 626 Application Group ................................................................................................................................. 626 AG Listing ............................................................................................................................................. 630 AG Details ............................................................................................................................................. 631 Relationship ........................................................................................................................................... 631 Recovery Group ........................................................................................................................................ 633 Recovery Group ..................................................................................................................................... 633 RG Listing ............................................................................................................................................. 634 RG Details ............................................................................................................................................. 635 Relationship in RG ................................................................................................................................ 635 Continuity Workflows ............................................................................................................................... 637 Executing Workflows ................................................................................................................................ 638 Executing Workflow ............................................................................................................................. 638 Health Monitoring .................................................................................................................................... 641 Viewing Group Relationship ................................................................................................................. 641 RPO and RTO Monitoring ........................................................................................................................ 642 Monitoring Replication ............................................................................................................................. 643 Viewing Recovery Group Replication Details .......................................................................................... 644 Monitor ....................................................................................................................................................... 645 Filters ........................................................................................................................................................ 645 Group Health ............................................................................................................................................ 647 Sites ........................................................................................................................................................... 647 Application Group .................................................................................................................................... 649 Application Group ................................................................................................................................. 649 AG Listing ............................................................................................................................................. 654 AG Details ............................................................................................................................................. 654 Relationship ........................................................................................................................................... 654 Recovery Group ........................................................................................................................................ 656 Recovery Group ..................................................................................................................................... 656 RG Listing ............................................................................................................................................. 657 RG Details ............................................................................................................................................. 658 Relationship in RG ................................................................................................................................ 658 Continuity Workflows ............................................................................................................................... 659 Executing Workflows ................................................................................................................................ 661 Executing Workflow ............................................................................................................................. 661 Health Monitoring .................................................................................................................................... 664 Viewing Group Relationship ................................................................................................................. 664 RPO and RTO Monitoring ........................................................................................................................ 666 Continuity Monitoring Overview .............................................................................................................. 667 Monitoring Replication ............................................................................................................................. 667 Viewing Recovery Group Replication Details .......................................................................................... 668 Events .......................................................................................................................................................... 669 Event Alarm .............................................................................................................................................. 670 View Events ............................................................................................................................................... 670 Viewing Group Events .............................................................................................................................. 673 Filtering Events ........................................................................................................................................ 674 Complete Listing of Events ....................................................................................................................... 675 Viewing Sequence of Events ..................................................................................................................... 680 System Events ............................................................................................................................................ 681 Monitoring Events .................................................................................................................................... 682 Monitoring Users and Passwords for raised Events ................................................................................ 682 Recovery Automation ................................................................................................................................ 684 Managing Groups ..................................................................................................................................... 684 Group Maintenance - Working with Different Modes of Group .......................................................... 684 Business Continuity Operations ............................................................................................................ 689 Start and Stop Replication ..................................................................................................................... 704 Managing Events ................................................................................................................................... 708 Drills ............................................................................................................................................................ 715 Configuring Drills .................................................................................................................................... 716 Switchover ............................................................................................................................................. 717 Switchback ............................................................................................................................................ 718 Custom Drills ......................................................................................................................................... 719 IntegrityCheck Test Place holder .......................................................................................................... 721 Listing Drill Schedules .......................................................................................................................... 721 Executing Drills ........................................................................................................................................ 722 Drills State ............................................................................................................................................. 724 Drill Listing ........................................................................................................................................... 727 Tracking Drills ....................................................................................................................................... 727 Changing Drills Mode ........................................................................................................................... 728 Drills Interfering with BCO ................................................................................................................... 728 Identifying Group under Unrestricted Test Mode ................................................................................. 729 Effect of Drills on Group Status ............................................................................................................ 729 Viewing Drills ....................................................................................................................................... 729 Viewing Drills for a Group .................................................................................................................... 730 Viewing automation status .................................................................................................................... 731 Viewing Drills History Report .............................................................................................................. 731 Viewing Workflow Calendar ................................................................................................................ 732 Viewing Recent Execution Drills Status ............................................................................................... 733 Drills Management ................................................................................................................................ 733 Scheduled .................................................................................................................................................. 734 Viewing Scheduled ................................................................................................................................ 735 Scheduling Workflows .......................................................................................................................... 735 Executing .................................................................................................................................................. 736 Executing ............................................................................................................................................... 736 Summary ................................................................................................................................................... 738 Viewing Summary ................................................................................................................................. 738 Select Workflow .................................................................................................................................... 739 Viewing workflow details ..................................................................................................................... 739 Editing Workflows ................................................................................................................................ 741 Viewing Published workflow by logged in user ........................................................................................ 742 Viewing Published workflow by logged in user ................................................................................... 742 Working with Workflow Manager ........................................................................................................... 743 Working with Workflow Manager ............................................................................................................ 743 Workflow Execution Page ......................................................................................................................... 744 Resuming workflow after IBM Server failure ........................................................................................... 745 Dealing with Failures of Workflow Execution ......................................................................................... 746 Stopping Workflows .................................................................................................................................. 747 Approving/Rejecting a workflow before execution ................................................................................... 748 Approving a workflow .......................................................................................................................... 748 Rejecting a workflow ............................................................................................................................ 748 DryRun ...................................................................................................................................................... 749 Mode ...................................................................................................................................................... 749 Process ................................................................................................................................................... 749 Workflow Enhancements .......................................................................................................................... 750 Confirmation of Workflow Execution ................................................................................................... 750 Dryrun Execution .................................................................................................................................. 750 Nested Workflow (Navigation to Workflow within a Workflow) ........................................................ 750 View Workflows ................................................................................................................................... 751 Workflows Visual Distinction ............................................................................................................... 751 Stopping/Aborting Parent Workflows ................................................................................................... 751 Propagation of Nested Workflow Status ............................................................................................... 751 Parent Workflow Summary Counts ....................................................................................................... 751 Glimpse of Nested Workflows .............................................................................................................. 752 Validating and Fortifying Nested Workflows ....................................................................................... 752 Validation ................................................................................................................................................... 753 View Rules ................................................................................................................................................ 753 Listing Validation Rules ........................................................................................................................ 753 Tasks ......................................................................................................................................................... 754 Listing Tasks ......................................................................................................................................... 754 Creating Tasks ....................................................................................................................................... 755 Modifying Tasks .................................................................................................................................... 757 Deleting Tasks ....................................................................................................................................... 757 Executing Tasks ..................................................................................................................................... 758 Viewing Execution History ................................................................................................................... 758 Reports ........................................................................................................................................................ 761 Reports Overview ...................................................................................................................................... 761 You can generate the following reports: ............................................................................................... 761 Viewing Reports ........................................................................................................................................ 763 Printing Reports ........................................................................................................................................ 774 Internet Explorer: ................................................................................................................................... 774 Firefox: .................................................................................................................................................. 774 Customizing Reports ................................................................................................................................. 775 Group Summary Report ............................................................................................................................ 775 Test Summary Report ................................................................................................................................ 778 To generate Test Summary Report: ....................................................................................................... 779 Custom Report Framework ....................................................................................................................... 782 Data Capturing Module to Generate Custom Reports ........................................................................... 782 Advanced Reports Module .................................................................................................................... 792 Audit Logging ........................................................................................................................................... 800 Viewing Audit Log Report .................................................................................................................... 802 Scheduling Audit Log Report ................................................................................................................ 803 Listing Scheduled Audit Log Reports ................................................................................................... 805 Modifying Audit Log Report Schedule ................................................................................................. 805 Deleting Audit Log Report Schedule .................................................................................................... 807 Discovery ..................................................................................................................................................... 809 Sites ........................................................................................................................................................... 809 Adding Organization ............................................................................................................................. 809 Adding Sites .......................................................................................................................................... 810 Modifying Sites ..................................................................................................................................... 812 Deleting Site .......................................................................................................................................... 813 Site Listing ............................................................................................................................................. 813 Subsystem .................................................................................................................................................. 814 Auto Discovery ...................................................................................................................................... 815 Credentials ............................................................................................................................................. 815 Create New Credential Using SSH ........................................................................................................ 816 Agent Upgrade ....................................................................................................................................... 819 Prerequisites ............................................................................................................................................. 819 Component & WAN .................................................................................................................................. 823 Datasets .................................................................................................................................................. 831 Protection Schemes ............................................................................................................................... 854 Modifying Protection Schemes ................................................................................................................. 892 Deleting Protection Schemes .................................................................................................................... 893 Agent Node Configuration ........................................................................................................................ 893 Converged ................................................................................................................................................. 894 UCS Directors ....................................................................................................................................... 895 UCS Director vDC Map for DR ............................................................................................................ 897 Management Service ................................................................................................................................. 902 Adding Management Service ................................................................................................................ 902 Modifying Management Service ........................................................................................................... 906 Deleting Management Service .............................................................................................................. 907 Management Service List ...................................................................................................................... 908 SRA ........................................................................................................................................................... 909 SRA Discovery ...................................................................................................................................... 909 SRA Listing ........................................................................................................................................... 910 ADC Profile .............................................................................................................................................. 911 Adding ADC Profile .............................................................................................................................. 912 Modifying ADC Profile ......................................................................................................................... 915 Deleting ADC Profile ............................................................................................................................ 915 Listing ADC Profile .............................................................................................................................. 916 Group Creation ......................................................................................................................................... 917 Groups ................................................................................................................................................... 917 Creating / Editing Groups ...................................................................................................................... 918 Creating Recovery Groups ................................................................................................................... 919 Viewing Recovery Group Details ......................................................................................................... 925 Editing Recovery Group ........................................................................................................................ 926 Application Group Workflow Auto Generation .................................................................................... 929 Network Component ............................................................................................................................. 930 Support for Cluster ................................................................................................................................ 930 Creating an Application Group ............................................................................................................. 931 Viewing Application Group details ....................................................................................................... 934 Editing Application Group .................................................................................................................... 934 Deleting a Group ................................................................................................................................... 935 IBM Resiliency Orchestration Logs ......................................................................................................... 937 Working with Logger ................................................................................................................................ 937 Logger Overview ...................................................................................................................................... 938 Setting Debug Level .................................................................................................................................. 941 Retaining Log ............................................................................................................................................ 941 Operational History .................................................................................................................................. 943 Purge Log Now ...................................................................................................................................... 943 Setting Log File Size ................................................................................................................................. 945 Fetching Log Files .................................................................................................................................... 946 System Capture ......................................................................................................................................... 947 Listing Log Files ....................................................................................................................................... 950 Filtering Log Files and Advanced Log Fetching ...................................................................................... 951 Fetching Log files using CLI tools ............................................................................................................ 953 Resiliency Orchestration Log Fetching / Extracting ............................................................................. 953 Resiliency Orchestration Log Admin .................................................................................................... 957 Licensing ..................................................................................................................................................... 959 Licensing ................................................................................................................................................... 959 Licensing Introduction .............................................................................................................................. 960 Procuring and Uploading License ............................................................................................................ 961 Viewing License information procured ................................................................................................. 961 Uploading License ................................................................................................................................. 962 Upgrading license .................................................................................................................................. 963 View the Uploaded License ...................................................................................................................... 964 Enabling / Disabling for a Group ............................................................................................................. 965 License Usage ........................................................................................................................................... 965 Home Page Options .................................................................................................................................. 971 High Availability of IBM Resiliency Orchestration Server ................................................................... 973 High Availability (HA) of IBM Resiliency Orchestration Server ............................................................ 973 Continuity Operation Recovery ................................................................................................................ 974 Continuity Recovery .................................................................................................................................. 974 Event Management Recovery ................................................................................................................... 976 Drills Recovery ......................................................................................................................................... 976
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