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Performing a Failover on the CommCell Console

For virtual machines that are created and maintained by replication operations, you can execute failover scenarios from the Live Sync Replication Monitor tab.

You can use the DR VM Validation option to ensure that replicated VMs are operational in the event of a failover. For more information, see Monitoring Live Sync for All Supported Hypervisors.

Before You Begin

To perform failover operations for virtual machines, you must meet the following requirements:

  • The workflow engine must be installed with the CommServe system.

  • The virtual machines that you include in a failover operation must have been replicated at least once, and must have a status of In Sync, Needs Sync, or Failover Failed.

Procedure

  1. Open the Live Sync Monitor tab from the backup set or from the subclient:

    • From the backup set, right-click the backup set, and then select All Tasks > Live Sync > Monitor.

    • From the subclient, right-click the subclient, and then select Live Sync > Monitor.

  2. On the Live Sync Monitor tab, select the rows for one or more virtual machines, right-click, point to Failover, and then select one of the following options:

    • Test Boot VM: Turns on the destination virtual machines to verify that they are ready for use if a disaster occurs. To avoid conflicts with the source VM and to ensure that the test boot does not modify the virtual machine, this scenario takes a snapshot of the virtual machine before the test boot, boots the destination VMs with network connections disabled, and then reverts to the snapshot.

      Note

      For Test Boot VM, select virtual machines that are part of the same replication schedule.

    • Planned Failover: Performs a planned failover so that you can test the failover process or perform maintenance on your primary site. This option initiates the following actions:

      1. Turn off the source VMs.

      2. Perform an incremental backup of the source VMs to back up the most recent data.

      3. Run replication to apply the most recent updates for destination VMs in the disaster recovery site.

      4. Disable replication.

      5. Turn on the destination VMs at the disaster recovery site with appropriate network connections and IP addresses.

    • Unplanned Failover: If the primary site is unavailable, this option disables replication and turns on destination VMs at the disaster recovery site with appropriate network connections and IP addresses.

  3. Click OK to run the selected failover scenario.

    Note

    After a failover, to fail back the virtual machine, you must manually restore the virtual machine to the original site.

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