Planned Activity Precheck Review Case for Live Recovery (SRM)

Products

• VMware Live Recovery
• VMware Site Recovery Manager 8.x
• VMware vCenter Site Recovery Manager 5.x

Issue/Introduction

Note: The Planned Activity Precheck Review outlined in this KB is available only to Advanced Support customers with a Support Account Manager (SAM) and/or Dedicated/Designated Support Engineer (DTSE/DSE). 

The Planned Activity Precheck Review is provided on a best effort basis and is intended to assist with identified issues and precheck failures. While Broadcom Support strives to highlight potential risks, this review is not exhaustive and may not identify all issues or environment-specific considerations. It is not a commitment to participate during the planned activity nor is it a certification or validation of a runbook. The customer remains responsible for validating their activity plan and ensuring their environment if fully prepared for the change. 

Prerequisites before opening a Planned Activity Precheck Review Case for Site Recovery Manager (SRM):

• Cases must be opened at least 10 business days in advance of the upgrade window.
• Cases should be opened as Low-P4.
• Have a development environment upgraded before production to test that any customization still functions as expected on the latest version.
• Prerequisites and Best Practices for VMware Live Site Recovery Upgrade must be run in advance and report any issues that cannot be resolved.
• Read the target version Release Notes and be aware of Known Issues.
• Reference the Interop Matrix to confirm the target SRM version is compatible with other integrations in the environment and plan to upgrade those if necessary. Also confirm the SRM upgrade path is supported.
• If this is a VCF environment, open a Planned Activity Precheck Review Case with VCF Support.
• Validate there are good backups.
• Be familiar with Site Recovery Manager Appliance Upgrade Best Practices
• Upgrading to the VMware Live Recovery appliance

VMware by Broadcom Support will:

• Ensure precheck issues are resolved.
• Validate the target version and advise if a newer one is available.
• Review provided logs for known issues that may impact the upgrade.
• If a Planned Activity Precheck Review case is not raised with sufficient notice of 10 days, it may not be possible to offer log review and precheck resolution within the planned timeframe. 
• Once the review is complete, the Planned Activity Precheck Review case will be closed.
  • Two days prior to the upgrade, either you or your SAM/DTSE/DSE will open a maintenance case. This case will track the upgrade and can be uplifted to a Critical - P1 in the event of a production down outage during the upgrade. 
  • The next available support engineer will engage with you. Broadcom will not be able to provide dedicated support to be on standby during the activity. 

Please complete the following template when opening the Case: 

• Upgrade Date & Time:
• SRM from version:
• SRM to version:
• Production vCenter:
  
  • DNS
  • IP Address
  • Install vCenter version & build number
• Production SRM
  
  • DNS
  • IP Address
  • Installed SRM version and build number
• Production VR Appliance (if applicable)
  
  • DNS
  • IP Address
  • Installed vSphere Replication version and build number
• Production SRA version and build number (if applicable)
• Secondary Site vCenter:
  
  • DNS
  • IP Address
  • Install vCenter version & build number
• Secondary Site SRM
  
  • DNS
  • IP Address
  • Installed SRM version and build number
• Secondary Site VR Appliance (if applicable)
  
  • DNS
  • IP Address
  • Installed vSphere Replication version and build number
• Secondary Site SRA version and build number (if applicable)
• Have you exported your SRM Configuration?
• Have you exported your vSphere Replication configuration?
• Have you backed up your vCenter configuration?
• Upgrade Prechecks Passed?:  
• 2 or more upgrade paths required?

Upgrade Recommendations:

• It is recommended to retain locally the Site Recovery Manager logs collected when opening the Planned Activity Precheck Review Case until the upgrade has completed successfully.
• Prepare a contingency plan to allow the upgrade maintenance window to be extended should a failure occur.
• Schedule a maintenance window for the entire upgrade so that VMs can be powered off to make backups.  Make sure there are good backups just prior to the upgrade.  A good backup is one that restores have been tested and everything boots as expected.  Powered off snapshots can provide a quick rollback point and are also required before starting the upgrade.
• Have full cold backups of the nodes in case a roll back is necessary if the upgrade is unable to be completed before the maintenance window.
• If 2 or more upgrade should be performed in line, take the latest snapshots after last upgrade completed.
• If an upgrade failure occurs, please raise new support request

Environment

• VMware Live Recovery 9.x

Resolution

Open a Low - P4, Planned Activity Precheck Review case via Broadcom Support portal. 

The purpose of a Planned Activity Precheck Review case is to prepare in advance for the Site Recovery Manager upgrade.

If an issue is experienced during upgrade that causes a production down outage, Advanced Support customers should uplift the severity of the case to a Critical - P1.

This is not an exhaustive health check of the environment. If this is required, engage VMware by Broadcom Professional Services.

Additional Information

For further Planned Activity Precheck Review guidance, please see the Planned Activity Precheck Review - Broadcom Advanced Support KB which details the process and includes all VCF specific products this is offered for.