Configure auto-scaling for your Azure recovery group

Auto-scaling enhances efficiency and performance, especially for large-scale operations such as cleanroom recovery, by dynamically deploying access nodes in a region only when required, and then promptly powering off and decommissioning the access nodes after they're used. The auto-scaled access nodes are created in your Azure subscription, not in your Commvault software subscription.

Complete the following steps either in your production environment, before performing a cleanroom recovery operation, or in your recovered environment, in your cleanroom site.

Note

You can perform cleanroom recovery operations without configuring auto-scaling, but auto-scaling is required to perform threat scans on recovered VMs/instances. For more information about threat scans, see Modify settings for a cleanroom recovery group.

Step 1: Add an outbound security rule

To the access nodes' network security group, add an outbound security rule that allowlists outbound traffic from the auto-scaled access nodes on port 8403 to the Commvault software control plane.

Step 2: Create an empty auto-scaling server group

Commvault software uses this empty server group to create and decommission access nodes.

Auto-scaled access nodes inherit network configuration and permissions from this server group.

  1. From the Command Center navigation pane, go to Manage > Server groups.

  2. In the upper-right corner of the page, click Add server group.

  3. In the Name box, enter a name for the server group.

  4. Select Manual association.

    Important

    Don't select servers. The server group must be empty.

  5. Click Save.

Step 3: Create a one-way network topology

Create a one-way network topology so that auto-scaled access nodes can connect to the recovered Commvault software control plane.

Prerequisites

You must have Administrative Management permissions on the servers that are part of the groups that you select in the procedure.

  1. From the Command Center navigation pane, go to Manage > Network.

  2. Click Network topologies.

  3. Click Add topology.

  4. For Topology name, enter a descriptive name for the network topology.

  5. For Client type, select Servers.

  6. For Topology type, select One-way.

  7. Click Next.

  8. For Servers, select the empty auto-scaling server group you created.

  9. For Backup infrastructure, select a server group that includes the Commvault software control plane to receive connection requests from members of the servers group.

  10. Click Next.

  11. To encrypt network traffic (HTTPS), enable the Encrypt traffic toggle key.

  12. For Tunnel protocol, select Authenticated, Encrypted, Raw, or Regular.

  13. For Parallel data transfer streams for long distance networks, the default value is 1 and the maximum value is 8.

  14. Click Submit.

  15. On the Network topologies page, in the row for the one-way network topology you created, click the action button action_button, and then select Push configuration.

    If you don't see the network topology, refresh the page.

Step 4: Specify VM provisioning settings

To configure auto-scaling, you select existing or create new VM provisioning settings. VM provisioning settings are used to provision access nodes when access nodes are created—either manually by end users or automatically by Commvault software when it auto-scales access nodes.

  1. From the Command Center navigation pane, go to Cleanroom > Recovery groups.

  2. Click the recovery group.

Option 1: Select existing VM provisioning settings

If you already specified VM provisioning settings for an Azure hypervisor, you can use those settings for the recovery group.

  1. On the Configuration tab, in the Access nodes section, click VM provisioning settings.

  2. Enable the Associate existing VM provisioning settings toggle key.

  3. For Provisioning hypervisor, select the provisioning hypervisor.

  4. Click Confirm.

Option 2: Create new VM provisioning settings

You can create new provisioning settings.

  1. On the Configuration tab, in the Access nodes section, click VM provisioning settings.

  2. Disable the Associate existing VM provisioning settings toggle key.

  3. Click Next.

    The Provisioning Settings wizard appears.

Server and Resource Groups page

  1. From the Server groups list, select the empty auto-scaling server group you created.

  2. From the Resource group list, select the Azure resource group to create and to associate the access nodes with.

  3. To use the VM provisioning settings for the hypervisor as the default settings for all Azure hypervisors, enable the Set as system default settings toggle key.

    If you enable this setting, when users select a hypervisor, they see a visual indication that these settings are the default settings.

  4. To disable creating a public IP address for the provisioned access nodes, enable the Create public IP address toggle key.

    By default, the toggle key is selected and creates a public IP address on the provisioned access nodes.

  5. Click Next.

Region page

Specify the regions to create access nodes in.

  1. Click Add.

  2. From the Region list, select the region to the create the access nodes in.

    If you add multiple regions, then the VMs are created in the same region as the access node. VMs are not created in a different region than the access node.

  3. From the Virtual network list, select a virtual network (VNet) for the access nodes.

  4. From the Subnet list, select a sub network of the virtual network.

  5. From the Security group list, select a security group.

  6. Click Save.

  7. Click Next.

Access Nodes page

  1. Specify how you want the size of the access nodes to be determined:

    • To have Commvault software select the size, enable the Auto select VM size toggle key.

    • To specify the VM size in these provisioning settings, do the following:

      1. Enable the Auto select VM size toggle key.

      2. From VM size, select the size.

    • To allow the user to select the VM size when the starting the provisioning job, do the following:

      1. Enable the Auto select VM size toggle key.

      2. Enable the Choose size while launching job toggle key.

  2. In Maximum number of access nodes, enter the maximum number of access nodes that can be created in each region to back up the VMs in the region.

    The default value is 10, and the maximum number is 100.

  3. For Select operating system, select the OS for the access nodes.

  4. Click Next.

Advanced Settings page

  1. For Network gateway, specify the network topology that you created for auto-scaled access nodes to connect to your recovered control plane.

  2. To associate users and/or user groups with the VM provisioning settings, from the Security list, select the users and/or user groups.

  3. For User approval, select a user to send an email for the user's approval.

    When the user approves, then the create access node job launches.

  4. For Tags, to add tags for the access nodes, do the following:

    1. Click Add

    2. For Workload type, specify which workloads to add the tag to:

      • General: All access nodes.

      • Virtualization: Access nodes for Virtualization workloads.

      • Office 365: Access nodes for Office 365 workloads.

      • MediaAgent: Access nodes for MediaAgent workloads.

    3. In Key and Value, enter the key and value for the tag.

  5. Click Next.

Summary page

  1. Review the summary of the provisioning settings.

  2. Click Submit.

Step 5: Enable auto-scaling for the recovery group

  1. From the Command Center navigation pane, go to Cleanroom > Recovery groups.

  2. Click the recovery group.

  3. On the Configuration tab, in the Access nodes section, enable the Auto scale toggle key.

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