Dell EMC RecoverPoint

Version 5.1

Customer Installation and Upgrade Guide

P/N 302-003-996
REV 01
Copyright © Dell Inc. or its subsidiaries All rights reserved.

Published July 2017

Dell believes the information in this publication is accurate as of its publication date. The information is subject to change without notice.

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Published in the USA.

Dell EMC
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www.DellEMC.com

2 RecoverPoint 5.1 Customer Installation and Upgrade Guide

CONTENTS

Tables 5

Preface 7

Chapter 1 Preparing for customer installation 9

SolVe Desktop.............................................................................................10
Verifying prerequisites................................................................................ 10
Unpacking and racking RPAs....................................................................... 11
Rear panel description.................................................................................12
Connecting RPAs........................................................................................ 13
NTP server..................................................................................................14
Zoning.........................................................................................................15
LUN mapping.............................................................................................. 16
Multiple WWNs........................................................................................... 16

Chapter 2 Creating vRPAs 17

Deploying OVF template............................................................................. 18

Chapter 3 Customer installation 21

Installing a new cluster............................................................................... 22

Chapter 4 Connecting clusters 29

Connecting a cluster.................................................................................. 30

Chapter 5 Customer upgrade 33

Upgrading RPA software............................................................................ 34

Chapter 6 IP and SAN setup details templates 37

Requirements and recommendations..........................................................38
IP and SAN setup details for physical RPA clusters.................................... 38
IP and SAN setup details for virtual RPA clusters....................................... 39

RecoverPoint 5.1 Customer Installation and Upgrade Guide 3

CONTENTS

4 RecoverPoint 5.1 Customer Installation and Upgrade Guide

TABLES

1 vRPA performance profiles......................................................................................... 18

RecoverPoint 5.1 Customer Installation and Upgrade Guide 5

TABLES

6 RecoverPoint 5.1 Customer Installation and Upgrade Guide

Preface

As part of an effort to improve its product lines, we periodically release revisions of its
software and hardware. Therefore, some functions described in this document might
not be supported by all versions of the software or hardware currently in use. The
product release notes provide the most up-to-date information on product features.
Contact your technical support professional if a product does not function properly or
does not function as described in this document.

Note

This document was accurate at publication time. Go to Online Support (https://

support.emc.com) to ensure that you are using the latest version of this document.

Purpose
This document describes how to install RecoverPoint/SE, connect RPA clusters, and
upgrade RPA software.
Audience
This document is intended for customers who need to perform RecoverPoint/SE
operations using the Deployment Manager.
Related documentation
The following publications provide additional information:
l RecoverPoint Release Notes
l RecoverPoint Deployment Manager Release Notes
l RecoverPoint Customer Installation and Upgrade Guide
l RecoverPoint Installation and Deployment Guide
l RecoverPoint Product Guide
l RecoverPoint Administrator's Guide
l RecoverPoint CLI Reference Guide
l RecoverPoint Performance Guide
l RecoverPoint REST API Programming Guide
l RecoverPoint Security Configuration Guide
l RecoverPoint Simple Support Matrix
In addition to the core documents, we also provide White papers and Technical Notes
on applications, arrays, and splitters.
Typographical conventions
This document uses the following style conventions:

Bold Used for names of interface elements, such as names of windows,

dialog boxes, buttons, fields, tab names, key names, and menu paths
(what the user specifically selects or clicks)

Italic Used for full titles of publications referenced in text

Monospace Used for:

RecoverPoint 5.1 Customer Installation and Upgrade Guide 7

Preface

l System code
l System output, such as an error message or script
l Pathnames, filenames, prompts, and syntax
l Commands and options

Monospace italic Used for variables

Monospace bold Used for user input

[] Square brackets enclose optional values

| Vertical bar indicates alternate selections - the bar means “or”

{} Braces enclose content that the user must specify, such as x or y or

z
... Ellipses indicate nonessential information omitted from the example

Where to get help

Technical support, product, and licensing information can be obtained as follows:
Product information
For documentation, release notes, software updates, or information about
products, go to Online Support at https://support.emc.com.

Technical support
Go to Online Support and click Service Center. You will see several options for
contacting Technical Support. Note that to open a service request, you must
have a valid support agreement. Contact your sales representative for details
about obtaining a valid support agreement or with questions about your account.

Your comments
Your suggestions will help us continue to improve the accuracy, organization, and
overall quality of the user publications. Send your opinions of this document to
[email protected].

8 RecoverPoint 5.1 Customer Installation and Upgrade Guide

CHAPTER 1
Preparing for customer installation

The Deployment Manager is a tool that guides you in the deployment and upgrade of
classic RecoverPoint systems.

NOTICE

Do not use Deployment Manager to deploy RecoverPoint for Virtual Machines

systems; instead use RecoverPoint for VMs Deployer.

l SolVe Desktop.................................................................................................... 10
l Verifying prerequisites........................................................................................10
l Unpacking and racking RPAs...............................................................................11
l Rear panel description........................................................................................ 12
l Connecting RPAs................................................................................................13
l NTP server......................................................................................................... 14
l Zoning................................................................................................................ 15
l LUN mapping......................................................................................................16
l Multiple WWNs...................................................................................................16

Preparing for customer installation 9

Preparing for customer installation

SolVe Desktop
Customer procedures on SolVe Desktop are now customer viewable. SolVe Desktop
gathers critical information from existing content to generate a concise procedural
document.
To download and authorize:
Procedure
1. Go to online support: https://support.emc.com/.
2. Search for SolVe Desktop.
3. Click the executable and download.
4. Follow the prompts to install.
5. Accept the End User License Agreement.
6. Click Not yet authorized for content.
7. Click Authorize and download list of available products.
8. Click OK.
9. Click OPEN.
10. Open the SolVe Desktop (Start > All Programs > EMC SolVe Desktop > EMC
SolVe Desktop) and click the RecoverPoint icon to update or install the
content.
After you finish
For feedback and questions, send an email to: mailto:%[email protected].

Verifying prerequisites
Procedure
1. Download the RecoverPoint Customer Installation Kit:
a. At https://support.emc.com, select Downloads.
b. In the Type a Product Name field, enter RecoverPoint SE.
c. Click RecoverPoint Customer Installation Kit to download it.
2. Collect the infrastructure data in "IP & SAN Setup Details Templates"
(Appendix A).
3. Ensure the following items are available:

Type of RPA Required items

Physical Two Ethernet cables per RPA (one for LAN and one for WAN)

At least four available dedicated storage ports on the storage array

A dedicated resource pool mapped to each RPA cluster for automatic

repository volume provisioning

Fibre Channel cables:

l For dual fabric topology: two cables per RPA

10 RecoverPoint 5.1 Customer Installation and Upgrade Guide

 Preparing for customer installation

Type of RPA Required items

l For direct attach topology: four cables per RPA

Virtual Four Ethernet cables per ESX server (LAN, WAN, iSCSI1, iSCSI2)

At least four available dedicated iSCSI ports on the storage array

4. Ensure that you have a dedicated computer running Windows workstation with
Java™ 8 (or later), 32-bit.
5. Ensure that your workstation can communicate with the management (LAN)
networks for the RPAs at both sites. If communication from the workstation to
both sites is not possible, you can perform the deployment independently at
each site.
6. Ensure that TCP ports 21, 22, 8081, and 8082 are open on your workstation. To
enable log retrieval from the array-based splitter, ensure that TCP port 443
(HTTPS) is open to each storage array.
To verify that these ports are open, you can use Telnet: telnet <IP_address>
<port #>

7. Verify that the VNX splitter is active:

a. In Unisphere for VNX, right-click the storage array, and select Properties.
b. In the Storage System Properties dialog box, select the Software tab.
c. Verify that the status of the RecoverPointSplitter is installed.
d. If it is not installed, refer to the "RecoverPoint VNX Splitter Activation
Procedure," which is included in your RecoverPoint Customer Installation
Kit.

Unpacking and racking RPAs

Use these instructions to unpack RPAs and install them in their racks.
Before you begin
Verify that each RPA package contains:
l 1 RecoverPoint Appliance
l 1 standard rackmount kit
l 1 bezel
l 2 country-specific power cables
If items are missing from the package, promptly notify customer support.
Procedure
1. From https://support.emc.com, obtain the hardware guide for the RPAs:

RPA version Hardware guide

Gen6 RecoverPoint Gen6 Hardware Guide
Ensure that you complete the instructions in this guide, including
these topics:

Unpacking and racking RPAs 11

Preparing for customer installation

RPA version Hardware guide

l See "Rear panel description" for location and descriptions of

modules, ports, and indicators.
l Complete steps in "Preparing the Gen6 appliance for first use."
l Observe practices described in "Configuring network
connections."

Gen5 SRV-I1U-1208 Server Installation and Maintenance Guide

Gen4 SRV-D1U-R610 Installation and Replacement Guide

2. Install all RPAs in cabinet before proceeding to "Connecting RPAs."

Rear panel description

This section describes the rear panel controls and indicators
Rear panel view
A B CD E G H I J K

N M F L
Item Control/Indicator/Port Purpose
A 1 Gbe BMC Management Dedicated BMC service port

B 1 Gbe/NCSI port #3 1000Base T network port

C 1 Gbe/NCSI port #1 1000Base T network port

D USB 2.0 port USB port

E Dual-stacked DB-9 ports COM 1 (top), COM 2 (lower)

F Reset/Power Button The Reset/Power button has the following

function:
1) System is off:
l Action: Any duration button press
l Result: System powers on
2) System is on:
l Action: Short button press (less than 10
seconds).
l Result: System reset.
l Action: Long power button press (longer
than 10 seconds)
l Result: System powers off

G I/O Module, Slot 0 Houses I/O module

12 RecoverPoint 5.1 Customer Installation and Upgrade Guide

 Preparing for customer installation

Item Control/Indicator/Port Purpose

H I/O Module, Slot 1 Houses I/O module

I Power supply 0 Supplies power to a CPU module and system

components

J Power supply LEDs (top to bottom)

l AC power good (green)
l DC power good (green)
l Fault (amber)

K Power supply 1 Supplies power to a CPU module and system

components

L I/O module power/service LED l Green (good)

l Amber (fault)

M 1 Gbe/NCSI port #0 1000Base T network port

N 1 Gbe/NCSI port #2 1000Base T network port

SP system LEDs
Top to bottom:
l Do not remove - White
l System power applied - Blue
l SP service - Blue (good)/Amber (fault)

Connecting RPAs
Procedure
1. Connect the RPA Fibre Channel ports.

Option Description
Dual-fabric Connect one RPA Fibre Channel port to Fabric A and a
topology different RPA Fibre Channel port to Fabric B on each RPA.
For example, connect odd-numbered RPA ports (1, 3) to
Fabric A and even-numbered ports (0, 2) to Fabric B.

Note

In a quad-fabric topology, connect each port to a different

fabric.

Direct attach Connect one RPA Fibre Channel port to Storage Processor
topology to A, and a different RPA Fibre Channel port to Storage
midrange Processor B. Connect the remaining RPA Fibre Channel
storage arrays ports to the other RPA in the cluster.
Direct attach A RecoverPoint cluster can support up to two Xbricks.
topology to The RecoverPoint cluster must have exactly two RPAs.
XtrermIO Every RPA must be connected to all storage controllers.

Connecting RPAs 13
Preparing for customer installation

NOTICE

A dual fabric configuration is required at all clusters for RPA, host, and storage
connectivity.

2. For each RPA, connect an Ethernet cable from the:

a. Management (LAN) interface to the eth1 port.
b. WAN to eth0 port.
3. Connect a country-specific electrical power cable to each of the two power
plugs on each RPA.
4. Connect each RPA to a monitor and keyboard or via a KVM. If these options are
not available (Gen6 does not support KVM and does not have a VGA port), use
one of the following options:

Option Description
1 Attach an external computer using a console cable to the RPA serial
port.
2 Attach an external computer using an Ethernet crossover cable to the
RPA WAN port.

5. Power on the RPA.

The following prompt appears:

localhost.localdomain login:
Password:

If the login prompt does not appear, press Enter until it does.

6. Log in to the RPA using boxmgmt credentials.

You are prompted for a temporary subnet, and gateway IP addresses. If DHCP
is configured for all RPAs in the cluster, these IP addresses are optional. When
the configuration is completed, the boxmgmt main menu appears.
The IP addresses you assigned are used throughout the deployment process.
Verify that a single workstation can access all IP addresses assigned to RPAs at
all clusters. As an alternative, you may install one site at a time, in which case, it
is necessary only to be able to reach the RPAs of one cluster at a time.
Java™ 8 is required on the workstation that is running the installation wizard. It
is recommended to have the latest version of Java installed.

NTP server
Network Time Protocol (NTP) synchronizes the clocks across all of the machines that
are attached to a particular installation.
Best practice is to configure an external NTP server, running on Linux machines,
before RecoverPoint installation.
When an external NTP server is configured at a site, the first RPA in a cluster at that
site synchronizes to the external NTP server. All other RPAs in all clusters of the

14 RecoverPoint 5.1 Customer Installation and Upgrade Guide

 Preparing for customer installation

RecoverPoint system synchronize to the first RPA. To increase the accuracy of the
time, you may type secondary external NTP server addresses.
Best practice is that the first RPA you install is one of the RPAs at the site at which
the NTP server is configured. Designate this RPA as RPA 1 in this cluster.
If you are not using an external NTP server, the first RPA that you install at site 1, RPA
1, uses its internal clock as an NTP server. This RPA serves as the NTP server for all
RPAs in the system. In this scenario, although all RPAs in the installation are internally
synchronized, they may not necessarily keep correct time.

Zoning
Zoning must adhere to the guidelines.
RPA HBA ports as both initiators and targets
Best practice is to use the RPA HBA ports as both initiators and targets.
If you must zone RPA HBA ports separately either in the initiator zone or in the
target zone, you observe only minor differences in performance and availability.
However, initiator-target separation is not supported when:
l Mixing different splitter types in the same site
l Using remote replication over Fibre Channel
l Using distributed consistency groups

Zone members
The best practice is to zone RPA Fibre Channel ports in the same zone. In some
configurations, it is required.

Server-to-storage zones
Every server must be able to access its production storage. In most installations,
these zones exist as part of the SAN implementation. Confirm that these zones
exist. Single-initiator zoning is required.

RPA-to-storage zones
RecoverPoint - All RPA ports in a fabric must be zoned with all storage ports that
are available for RecoverPoint replication. The best practice is always to use only
one zone per fabric RPAs and storage. This practice applies to all splitters.
RecoverPoint with Unity, VNXe, or VNX using SE licenses - On each fabric, there
should be a zone for each RPA, which includes:
l One HBA port of that RPA
l One port for each Unity/VNX/VNXe storage processor (SP A and SP B)

RecoverPoint with XtremIO - Create one zone per fabric and include all RPA Fibre
Channel ports and all XtremIO Storage Controller ports in that fabric.

Zoning for distributed consistency groups

Distributed consistency groups require that all RPA Fibre Channel ports in the
fabric can communicate with each other. All RPA ports in a fabric must be in one
zone. Normally, the RPA-to-storage zone satisfies this requirement.

Zoning for remote replication over Fibre Channel

Create one zone per fabric that includes all of the site 1 RPA ports together with
all of the site 2 RPA ports.

Zoning 15
Preparing for customer installation

Unity/VNXe/VNX ports with native array-based replication

Best practice is not to share Unity/VNXe/VNX ports between array-based
replication technologies and RecoverPoint. For Unity/VNXe/VNX splitters, not
sharing ports between array-based replication technologies and RecoverPoint is
required. Array-based replication technologies should be excluded from
RecoverPoint zones.

LUN mapping
RecoverPoint operation requires proper LUN mapping at each site.
Production and replica volumes must be exposed to all relevant hosts (all hosts that
write to the volume) and all RPA ports in the fabric.
l Repository and all journal volumes must be exposed to all RPA ports in the fabric.
l For LUN mapping instructions when using a specific splitter, refer to the Technical
Notes for that splitter.

NOTICE

RecoverPoint supports the mixing of splitters within an RPA cluster at a site, and
the mixing of storage systems with which RPA clusters are deployed within the
same RecoverPoint system, subject to certain limitations. Refer to the relevant
RecoverPoint Release Notes.
l LUN mapping should be done during RecoverPoint installation. The best practice is
to avoid changing the LUN mapping after installation. If changes must be made
later, follow the instructions in the RecoverPoint Changing LUN Mapping Technical
Notes.

Multiple WWNs
In some configurations, you can use virtual ports to enable an RPA to belong to several
storage groups simultaneously. The menu option for configuring this feature is located
in the boxmgmt menus under Setup > Modify settings.

16 RecoverPoint 5.1 Customer Installation and Upgrade Guide

CHAPTER 2
Creating vRPAs

Virtual RPAs (vRPAs) can be deployed on RecoverPoint. If you are creating vRPAs,
deploy the OVF template.

l Deploying OVF template..................................................................................... 18

Creating vRPAs 17
Creating vRPAs

Deploying OVF template

Before you begin
l If possible, all vRPAs should be on separate ESXi servers. Minimally, vRPA 1 and 2
must be on separate ESXi servers.
l Ensure that you are running supported versions of VMware vCenter and vSphere.
See the RecoverPoint for Virtual Machines Simple Support Matrix at https://
support.emc.com.
l Ensure that you have a copy of the RecoverPoint OVA file. This file is included in
the installation package.
l Assign enough resources (CPU, memory, disk) for the virtual system based on
performance requirements:

Table 1 vRPA performance profiles

vRPA Less than 256 VMs 256+ VMs 256+ VMs 256+ VMs
performance Low performance Low Medium High
profile performance performance performance

Virtual CPUs 2 2 4 8

RAM 4 GB 8 GB 8 GB 8 GB

VMDK capacity 35 GB 35 GB 35 GB 35 GB

When using 4CPU/8GB or 8CPU/8GB configurations to run vRPA, the best practice is
to reserve all RAM for RecoverPoint.
Procedure
1. In the vSphere Web Client, right-click an ESXi host and select Deploy OVF
Template....
2. In the Select source screen, specify the vRPA OVF package location.
3. In the Review details screen, review the general properties of the OVF
template. To accept, click Next.
4. In the Accept License Agreements screen, if you accept the terms of the End-
User License Agreement, click Accept and Next.
5. In the Select name and folder screen, type a name for this vRPA and select a
folder or data center.
If you type the name of an existing vRPA, you are not permitted to continue.
6. In the Select configuration screen, select the desired vRPA performance
profile.
7. If prompted to select a resource, in the Select a resource screen, select a
cluster, host, or resource pool.
8. In the Select storage screen, select a disk format, storage policy, and high-
performance data store (best practice) to host the vRPA virtual machine files.
All ESXi hosts in the cluster where the vRPAs reside must share the data store
where the repository VMDK resides.
9. In the Setup networks screen, select a destination network for the
RecoverPoint Management Network, and select an IP protocol.

18 RecoverPoint 5.1 Customer Installation and Upgrade Guide

 Creating vRPAs

10. In the Customize template screen, type these vRPA LAN settings: IP address,
subnet mask, and gateway.
Follow instructions on the screen for using DHCP or static IP addresses
depending on the network adapter topology.
11. The Ready to Complete screen summarizes all the selections. Select Power on
after deployment. To create the vRPA, click Finish.
The Deploying vRPA screen appears, showing the progress.
12. To create additional vRPAs, repeat this procedure.
Results
When the vRPA is created, the vRPA Summary tab shows the vRPA package
contents as specified. The selected IP policy is implemented automatically when the
vRPA is powered on.

Deploying OVF template 19

Creating vRPAs

20 RecoverPoint 5.1 Customer Installation and Upgrade Guide

CHAPTER 3
Customer installation

This chapter contains these topics:

l Installing a new cluster....................................................................................... 22

Customer installation 21
Customer installation

Installing a new cluster

Customers may use this procedure to install RecoverPoint on an RPA cluster, physical
or virtual.
This wizard installs RecoverPoint with Unity, VNXe, or VNX arrays and a
RecoverPoint/SE license. These RecoverPoint systems can contain one or two
clusters. The Installer wizard installs one cluster at a time. Run again to install a
second cluster.
RecoverPoint/EX and /CL licenses support systems with more than two clusters.
Contact customer support to arrange installation by support personnel.
Procedure
1. Ensure that you have the latest version of the RecoverPoint_DM.exe
application file. Launch Deployment Manager by opening
RecoverPoint_DM.exe. Follow instructions on screen.
2. Select the RecoverPoint version to install.
3. On the login screen, select Customer installation and click Login.
4. On the RecoverPoint Deployment Manager wizard screen, select
RecoverPoint with VNX Installer or RecoverPoint with Unity/VNXe
Installer.
5. On the Prerequisites screen, if any of the conditions are not fulfilled, close the
wizard, fulfill the conditions, and run the wizard again.
6. On the Configuration file screen, select an installation mode:

Option Description
Create a new To save your settings to a file in case you need to
installation repeat this installation.
configuration file By default, the file name and directory location is C:
\Users\<username>\RecoverPoint
\RPSE_config.properties.
File name cannot contain the following characters: \/
*?“:<>|
Create or continue If you previously saved a configuration file, to load the
an installation from saved settings as defaults for this installation.
a saved
configuration file

7. On the Environment settings screen, specify the settings.

Configuration
Select WAN and LAN traffic on separate network adapters (default) or on
the same network adapter.
l RecoverPoint 5.0 and later supports more than one network traffic type
on a network adapter.
l The network adapter topology must be the same for every RPA in the
cluster and for every cluster in the RecoverPoint system.
l To modify an existing network adapter topology, change it for every
RPA in every cluster in the RecoverPoint system. To change, detach

22 RecoverPoint 5.1 Customer Installation and Upgrade Guide

 Customer installation

the RPA, use boxmgmt to change the network adapter topology, and
reattach the RPA to the cluster. Repeat for all RPAs in all clusters.

WAN and LAN

l If the WAN and LAN are on the same network adapter, they may be on
the same subnet.
l If the WAN and LAN are on different network adapters, they must be
different subnets.
l All WAN interfaces in a cluster must reside on the same subnet.
l All LAN interfaces and the cluster IP address in a cluster must reside on
the same subnet.

IP type
IP type must be the same for all clusters.

MTU
Default value is 1500 (do not modify unless instructed to do so).

Domain name
The cluster domain name is optional.

8. On the RPA discovery screen, select discovery options.

9. On the IP and connectivity settings screen, specify IP and connectivity
settings.
RecoverPoint 5.0 and later allows you to select Dynamic Host Configuration
Protocol (DHCP) to assign IP addresses to RPAs.

When IP addresses are provided by DHCP and an RPA reboots, the RPA will
acquire a new IP address from the DHCP server. If the DHCP server is not
available, the RPA will not be able to return to the operational state; therefore it
is recommended to supply redundant, high-available DHCP servers in the
network when using the DHCP option.

If both control RPAs in the cluster reboot and are assigned new IP addresses,
operations cannot resume unless the repository is available.

Click Add route to add additional gateways.

10. On the Login credentials screen, enter the RecoverPoint boxmgmt login
credentials.
11. When all statuses appear OK (green check mark), click Next to continue. You
must resolve any error on the Connectivity results screen before you can
proceed. When ready, click Retry.
12. The Cluster iSCSI settings screen appears only if you are replicating virtual
machines. On the storage array, register the IQNs of both initiators of each
vRPA. Map LUNs to the IQNs of the vRPAs that need to access those LUNs.
13. On the Cluster iSCSI settings screen, select the network adapter topology for
iSCSI traffic.

Installing a new cluster 23

Customer installation

NOTICE

If the RecoverPoint iSCSI traffic is on a different network adapter from the

LAN and WAN, it is recommended to put the iSCSI traffic on a different subnet
from the LAN and WAN, to avoid iSCSI communication errors.

14. Also on the Cluster iSCSI settings screen, enter the iSCSI settings for RPAs.
MTU — Default value is 1500 (do not modify unless instructed to do so).

If replicating midrange storage volumes over iSCSI, select the Configure CHAP
credentials for the RPAs iSCSI ports checkbox and enter the CHAP
credentials.
15. The RPA iSCSI ports screen appears only if you are replicating virtual
machines. Follow instructions on screen.
Default gateway
Cannot be modified.

Add route
To add additional gateways.

16. On the EMC Online Support credentials screen, select how to obtain the
RecoverPoint software and Installation Change Management information:

Option Description
If you have Enter EMC Online Support login credentials.
Internet
connectivity…
If you do not have Select Use an offline Change Management XML file
Internet and browse to a local version of the file. To obtain an up-
connectivity… to-date XML file for offline installation, browse to
https://rplicense.emc.com/download. This page provides
an option to download or email the a-cca.xml file. If this
option is not available, open an Upgrade Service Request
with customer support (severity level 3). In the request,
ask for the latest Upgrade Change Management XML file
for the RecoverPoint Deployment Manager, and indicate
the intended date of the upgrade. The file will be provided
within one (1) business day. The file must be used within
30 days.

17. On the Update RecoverPoint Release screen, select an option.

If you select Update with an ISO image available locally, select the download
source on the ISO file information screen.
18. On the Installation Change Management procedures screen, follow the
instructions.
19. The Apply Configuration results screen shows the installation progress on
each RPA. When installation has completed, press Next.
20. On the Security configuration screen, select the RPA communication
security level for communication between RPAs and RPA clusters.

24 RecoverPoint 5.1 Customer Installation and Upgrade Guide

 Customer installation

Option Description
Not authenticated, not Communication between RPAs is not
encrypted authenticated nor encrypted.
Authenticated and RPAs use certificates to authenticate each other
encrypted before communicating, and all communication
between RPAs is encrypted.

21. On the Security configuration screen, select the Local users' security level.

Option Description
Basic Minimum five characters.
High Minimum eight characters, including two lower case, two upper case,
and two non-alphabetical (digits or special characters). Change
passwords immediately.

22. If deploying with VNX storage, the Storage Registration screen appears.
Follow instructions on screen.
Authentication scope
Select whether the scope of the user account is Global, Local, or LDAP.
Default value is Global. For authentication within the local security
directory, specify Global or Local scope.

23. If deploying with VNX storage, the Storage connectivity screen appears.
Resolve any errors that are detected, and click Refresh.
24. If deploying with VNX storage, The VNX/CLARiiON Zoning screen appears
only if you are using physical RPAs. Select an option.

Zoning type Options

Automatic Only for:
Cisco fabric switches with an active zoneset
or
Brocade (Connectrix B-Series) fabric switches running FOS 6.0
and higher with an active zone configuration.
A Telnet connection to Cisco and Brocade switches is
mandatory.
Enter the required information. The system creates an RPA-to-
storage zone for each new RPA at the site, where each zone
includes:
l One HBA port of that RPA
l One port for each midrange storage processor

Semi- Only for Brocade and Cisco fabric switches.

automatic Enter the required information. The RPA creates a script that
can be used to create the zoning. To export the script, click
Export to clipboard. Paste the script into the CLI of the fabric
switch.

Installing a new cluster 25

Customer installation

Zoning type Options

Manual Zone and map LUNs using the RPA port WWNs displayed in the
RPA WWNs tables and the midrange storage array port WWNs
displayed in the Array table.
To create RPA-to-storage zones:
a. On each fabric, create a zone for each RPA, which includes:
l One RecoverPoint Fibre Channel port of that RPA. If the
RecoverPoint FC port has virtual WWNs, include all of
them in the zone.
l One port for each VNX storage processor.
b. Add the new RPAs to the RPA-to-RPA zone containing all
local RPA FC ports that are not used in RPA-to-storage
zones (best practice).

Direct- Select this option if each RPA is directly connected to SP A and

attach SP B of the midrange storage array.
Storage

For manual zoning, use the following example for reference.

Fabric A entities Fabric B entities

Storage Port (SPA): Storage Port (SPA):
[pwwn 50:06:01:64:3d:e0:0a:99] [pwwn 50:06:01:65:3d:e0:0a:99]
Storage Port (SPB): Storage Port (SPB):
[pwwn 50:06:01:6c:3d:e0:0a:99] [pwwn 50:06:01:6d:3d:e0:0a:99]
RPA 1, Port 0: RPA 1, Port 2:
[pwwn 50:01:24:82:00:92:4a:86] [pwwn 50:01:24:82:01:b2:4a:86]
RPA 2, Port 2: RPA2, Port 0:
[pwwn 50:01:24:82:00:89:9a:c2] [pwwn 50:01:24:82:01:a9:9a:c2]

Zoning: Zoning:
RPA 1, Port 0 to Storage Port RPA 1, Port 2 to Storage Port
(SPA, SPB): (SPA, SPB):
zone name RP_London_0_0 vsan 25 zone name RP_ London _0_0 vsan
[pwwn 50:01:24:82:00:92:4a:86] 55
[pwwn 50:06:01:64:3d:e0:0a:99] [pwwn 50:01:24:82:01:b2:4a:86]
[pwwn 50:06:01:6c:3d:e0:0a:99] [pwwn 50:06:01:65:3d:e0:0a:99]
RPA2, Port 2 to Storage Port (SPA, [pwwn 50:06:01:6d:3d:e0:0a:99]
SPB): RPA2, Port 0 to Storage Port (SPA,
zone name RP_ London _1_0 vsan SPB):
25 zone name RP_ London _1_0 vsan
[pwwn 50:01:24:82:00:89:9a:c2] 55
[pwwn 50:06:01:64:3d:e0:0a:99] [pwwn 50:01:24:82:01:a9:9a:c2]
[pwwn 50:06:01:6c:3d:e0:0a:99] [pwwn 50:06:01:65:3d:e0:0a:99]
RPA 1, Port 0 to RPA2, Port 2: [pwwn 50:06:01:6d:3d:e0:0a:99]
zone name RP_London_COMMON_0 RPA 1, Port 2 to RPA2, Port 0:
vsan 25 zone name RP_London_COMMON_0
[pwwn 50:01:24:82:00:89:9a:c2] vsan 55
[pwwn 50:01:24:82:00:92:4a:86] [pwwn 50:01:24:82:01:b2:4a:86]
[pwwn 50:01:24:82:01:a9:9a:c2]

25. If deploying with Unity or VNXe storage, the Storage configuration - Zoning
and LUN masking screen appears. To save this information, click Export to
CSV file.
26. On the SAN diagnostics screen, resolve any errors that are detected. Then,
click Refresh. It is recommended to resolve all SAN discovery warnings.
27. If deploying with VNX storage, on the Select repository option screen, select
an option.

26 RecoverPoint 5.1 Customer Installation and Upgrade Guide

 Customer installation

Option Description
Automatic In step 28 on page 27, you will select a resource pool. Minimum
size of a repository volume automatically provisioned is 5.72 GB.
Manual In step 28 on page 27, you will select a LUN. Minimum size is
2.86 GB.

28. On the Repository volume screen, select a resource pool or LUN.

NOTICE

l The RPA formats the repository volume. Ensure that the LUN is new and
does not contain any valuable data.
l The repository volume must be highly available.
l Capacity beyond 5.72 GB (automatic) or 2.86 GB (manual) is not used.
Configure a repository volume on Unity or VNXe storage manually.
l The repository volume may be provisioned on a thin or non-thin LUN.
l The repository volume must be accessible to all RPAs in the cluster.

29. On the Apply storage configuration screen, resolve any errors that are
detected. You may click on an error for more details. When all errors are
resolved, click Retry. If there are errors that you are unable to resolve, contact
customer support.
After you finish

To… Do…
Install a second cluster Repeat this procedure.
Connect two clusters Proceed to the Connect Cluster wizard.
To begin local replication (on a Use the link on the Summary screen to open
single cluster) Unisphere for RecoverPoint management GUI.

Installing a new cluster 27

Customer installation

28 RecoverPoint 5.1 Customer Installation and Upgrade Guide

CHAPTER 4
Connecting clusters

This chapter contains these topics:

l Connecting a cluster.......................................................................................... 30

Connecting clusters 29
Connecting clusters

Connecting a cluster
Use this procedure to connect a new RecoverPoint cluster to an existing
RecoverPoint system.
The computer running the Connect Cluster Wizard must communicate with all the
cluster management IP addresses. Both clusters in the system must have the same
supported storage type and the RecoverPoint/SE license.
Procedure
1. Launch Deployment Manager by opening the RecoverPoint_DM.exe
application file.
2. On the RecoverPoint Deployment Manager Wizard screen, select the
Connect Cluster wizard.
3. On the Connect Cluster Wizard screen, select the Prepare new cluster for
connection option.
4. On the Prerequisites screen, if any of the conditions are not fulfilled, close the
wizard, fulfill the conditions, and run the wizard again.
5. On the New cluster login credentials screen, enter boxmgmt credentials for
the new cluster.
6. On the Connect Now or Later screen, select the Connect the new cluster to
an existing RecoverPoint system option.
Do not install a license in, or modify the settings of, the new cluster before
connecting it to the existing system.
7. In the Existing cluster login credentials screen, enter the cluster management
IP address and boxmgmt credentials of the existing cluster.
8. (Optional) On the Cluster connection settings screen, add a WAN gateway for
additional network connectivity between RPA clusters, if required.
9. The Additional cluster connections screen appears if the system you are
connecting to contains more than one RPA cluster.
The added cluster receives the security settings of the existing cluster.
10. When the Summary screen appears, you have completed the connection of the
new cluster, and you can start using Unisphere for RecoverPoint.
After you finish
After installing a RecoverPoint system, you must complete the RecoverPoint Post-
Deployment Form and send it to the Install Base (IB) group to register your
RecoverPoint system.
If you are installing RecoverPoint 4.1 or later, and you have external connectivity, you
can perform this process automatically, using the Unisphere for RecoverPoint Getting
Started wizard or Admin > Register RecoverPoint screen. See the RecoverPoint
Administrator’s Guide for further instruction on how to automatically fill out the Post-
Deployment form and send it to the IB group.
If you are installing a RecoverPoint version prior to 4.1 or are installing a RecoverPoint
version later than 4.1 without connectivity:
1. Download the form from online support at https://support.emc.com. In the online
support site:
a. Click Support by Product.

30 RecoverPoint 5.1 Customer Installation and Upgrade Guide

 Connecting clusters

b. Type RecoverPoint CL in the Find a Product search field.

c. On the RecoverPoint CL page, click Documentation.
d. Download the form from the list of documents.
2. Fill out the form.
3. Send the form to the IB group:
l Customers and partners: Email the post-deployment form to the Install Base
group at [email protected].
l Employees:
n (Preferred) Use the IB Portal at http://emc.force.com/BusinessServices.
n Call in the information to the Install Base group at 1-866-436-2411 –
Monday to Friday (regular Eastern Time Zone working hours).
You are now ready to install your RecoverPoint/SE licenses, enable support, and
register RecoverPoint. Refer to the RecoverPoint Administrator’s Guide for
instructions.

Connecting a cluster 31
Connecting clusters

32 RecoverPoint 5.1 Customer Installation and Upgrade Guide

CHAPTER 5
Customer upgrade

This chapter contains these topics:

l Upgrading RPA software....................................................................................34

Customer upgrade 33
Customer upgrade

Upgrading RPA software

Use this procedure to upgrade the RPA software.
l When upgrading the RecoverPoint system, do not try to upgrade multiple
connected clusters simultaneously. This scenario is not supported. Upgrade
connected RPA clusters sequentially until they have been upgraded to the same
release.
l Upgrades are performed in one of the following ways:
n By Customer Support and authorized partners, who must open an Update
Service Request and begin the RecoverPoint Change Control Activity (CCA)
process, which is required for all upgrades.
n By customers who are performing their own upgrades of RecoverPoint/SE or
RecoverPoint with Unity/VNXe/VNX. Download the RecoverPoint Customer
Upgrade Kit, available on the “RecoverPoint SE” product page on online
support.
l The Upgrade Cluster wizard upgrades a cluster to the next major version. Repeat
the upgrade for each connected cluster until all the clusters have been upgraded
to the next release. If you want to upgrade the clusters through two releases,
repeat this process again. You cannot run a RecoverPoint system with clusters
that are more than one major version apart.
l Best practice is to upgrade splitters to the same RecoverPoint release as the
software. To upgrade RecoverPoint splitters, refer to Technical Notes of the
splitter.
l Completing the upgrade procedure may take several hours, depending on the ISO
file version, network speed, and size of environment being upgraded.
l The Upgrade Cluster Wizard supports auto-recovery. If a step fails, run the wizard
again. It continues from the failed step. Some failures may require manual
intervention before rerunning the wizard.
l Logs of operations are stored in the following locations:
n Prepare for Upgrade logs are named and found in: <unzip_location>/
logs/ndu_prepare.log
n Apply/Resume Upgrade logs are named and found in: <unzip_location>/
logs/ndu_apply.log
n Previously run wizard logs (Prepare and Apply [or Resume]) are found in:
<unzip_location>/oldlogs/*.log
n Current account settings (such as licensing information) are saved to a CLI
script file before the upgrade is applied. This file can be used to recreate the
system configuration. The file is named and found in: <unzip_location>/
logs/account_settings.cli
Procedure
1. Launch Deployment Manager by opening the RecoverPoint_DM.exe
application file. Follow instructions onscreen.
For support personnel who want to use the Customer Upgrade Wizard, it is best
practice to select Other operations (EMC personnel), and log in with the
RecoverPoint login credentials.
2. On the login screen, select:

34 RecoverPoint 5.1 Customer Installation and Upgrade Guide

 Customer upgrade

Choice Description
Customer upgrade For RecoverPoint with Unity, VNXe or VNX
customers who have elected to perform an upgrade
on their own.
Other operations All other upgrades
(support personnel)

3. On the Select upgrade screen, select Prepare for upgrade.

4. On the Prepare for upgrade screen, if any of the conditions are not fulfilled,
close the wizard, fulfill the conditions, and run the wizard again.
5. On the Login credentials screen, follow instructions.
6. On the Login credentials summary screen, correct any errors before
proceeding.
7. On the Update RecoverPoint release screen, follow instructions.
8. If the Image settings screen appears, follow instructions.
9. On the ISO file distribution summary screen, after the ISO has been
distributed to all RPAs, click Next.
10. On the System diagnostics screen, if errors or warnings are detected, resolve
them and click Refresh to rerun diagnostics.
11. On the Save system files screen, specify where to save the configuration file.
If system modifications are found, they are saved to a file.

Continue according to system modifications:

Choice Description
If no system modifications Select Apply upgrade now and click Next.
are found
If system modifications Submit the file in an Upgrade Service Request to
are found Customer Support. When you receive a response
from Customer Support, go to the Apply upgrade
configuration screen.

12. On the Apply upgrade configuration screen, follow instructions.

13. On the Cluster diagnostics screen, if errors or warnings are detected, resolve
them and click Refresh.
14. If the upgrade fails, follow instructions on the Collect system information
screen. Submit the files to Customer Support. To improve response time,
collect and save the Deployment Manager logs (found in <Deployment
Manager unzip location>/logs) to the FTP server.
After you finish
1. Verify that splitters, RPAs, and volumes are functioning correctly and consistency
groups are running on the same RPAs as before.
2. Configure system reports. Refer to the RecoverPoint Administrator’s Guide.
3. Register RecoverPoint. Refer to the RecoverPoint Administrator’s Guide.

Upgrading RPA software 35

Customer upgrade

36 RecoverPoint 5.1 Customer Installation and Upgrade Guide

CHAPTER 6
IP and SAN setup details templates

This chapter contains these topics:

l Requirements and recommendations................................................................. 38

l IP and SAN setup details for physical RPA clusters............................................38
l IP and SAN setup details for virtual RPA clusters.............................................. 39

IP and SAN setup details templates 37

IP and SAN setup details templates

Requirements and recommendations

As you complete the information requested in, observe these requirements and
recommendations:
l A RecoverPoint installation requires at least two designated IP addresses per
RecoverPoint appliance, one for Management (LAN) and the other for WAN, for
physical and virtual RPAs. Two additional IP addresses are required for iSCSI for
each virtual RPA. Finally, an additional floating IP is required per cluster, for use by
one of the RPAs for management activities.
l When replicating over Fibre Channel, WAN IPs are not mandatory, but
recommended to enable intra-cluster RPA communication.
l A RecoverPoint installation requires Management (LAN) and WAN default
gateways and subnet masks.
l Use of NTP, DNS, SMTP, and SNMP services, is optional.

IP and SAN setup details for physical RPA clusters

Entity IP and SAN details Cluster #1 Cluster #2
Cluster Name

Time Zone

Local Domain

Primary DNS Server

(optional)

Secondary DNS
Server (optional)

NTP Server (optional

but recommended)

Cluster Management
IPv4

Management Default
Gateway IPv4

Management Subnet
Mask IPv4

WAN Default
Gateway

WAN Subnet Mask

SMTP (optional)

RPA 1 RPA Management IP

RPA WAN IP

RPA 2 RPA Management IP

RPA WAN IP

38 RecoverPoint 5.1 Customer Installation and Upgrade Guide

 IP and SAN setup details templates

Entity IP and SAN details Cluster #1 Cluster #2

RPA 3 RPA Management IP

RPA WAN IP

RPA 4 RPA Management IP

RPA WAN IP

RPA 5 RPA Management IP

RPA WAN IP

RPA 6 RPA Management IP

RPA WAN IP

RPA 7 RPA Management IP

RPA WAN IP

RPA 8 RPA Management IP

RPA WAN IP

Array SPA Array SPA Mgmt IP

Array SPB Array SPB Mgmt IP

Fabric A Switch IP Address

Fabric B Switch IP Address

Fabric A SPA Storage port

SPB Storage port

Fabric B SPA Storage port

SPB Storage port

IP and SAN setup details for virtual RPA clusters

Entity IP and SAN details Cluster #1 Cluster #2
Cluster Name

Time Zone

Local Domain

Primary DNS Server

(optional)

Secondary DNS
Server (optional)

NTP Server (optional

but recommended)

Cluster Management
IPv4

IP and SAN setup details for virtual RPA clusters 39

IP and SAN setup details templates

Entity IP and SAN details Cluster #1 Cluster #2

Management Default
Gateway IPv4

Management Subnet
Mask IPv4

WAN Default
Gateway

WAN Subnet Mask

SMTP (optional)

vRPA 1 vRPA Management IP

vRPA WAN IP

iSCSI1 IP

iSCSI2 IP

ESXi server iSCSI

VMkernel port 1 IP

ESXi server iSCSI

VMkernel port 2 IP

vRPA 2 vRPA Management IP

vRPA WAN IP

iSCSI1 IP

iSCSI2 IP

ESXi server iSCSI

VMkernel port 1 IP

ESXi server iSCSI

VMkernel port 2 IP

vRPA 3 vRPA Management IP

vRPA WAN IP

iSCSI1 IP

iSCSI2 IP

ESXi server iSCSI

VMkernel port 1 IP

ESXi server iSCSI

VMkernel port 2 IP

vRPA 4 vRPA Management IP

vRPA WAN IP

iSCSI1 IP

iSCSI2 IP

ESXi server iSCSI

VMkernel port 1 IP

40 RecoverPoint 5.1 Customer Installation and Upgrade Guide

 IP and SAN setup details templates

Entity IP and SAN details Cluster #1 Cluster #2

ESXi server iSCSI
VMkernel port 2 IP

vRPA 5 vRPA Management IP

vRPA WAN IP

iSCSI1 IP

iSCSI2 IP

ESXi server iSCSI

VMkernel port 1 IP

ESXi server iSCSI

VMkernel port 2 IP

vRPA 6 vRPA Management IP

vRPA WAN IP

iSCSI1 IP

iSCSI2 IP

ESXi server iSCSI

VMkernel port 1 IP

ESXi server iSCSI

VMkernel port 2 IP

vRPA 7 vRPA Management IP

vRPA WAN IP

iSCSI1 IP

iSCSI2 IP

ESXi server iSCSI

VMkernel port 1 IP

ESXi server iSCSI

VMkernel port 2 IP

vRPA 8 vRPA Management IP

vRPA WAN IP

iSCSI1 IP

iSCSI2 IP

ESXi server iSCSI

VMkernel port 1 IP

ESXi server iSCSI

VMkernel port 2 IP

Array SPA Array SPA Mgmt IP

Array SPB Array SPB Mgmt IP

Fabric A Switch IP Address

Fabric B Switch IP Address

IP and SAN setup details for virtual RPA clusters 41

IP and SAN setup details templates

Entity IP and SAN details Cluster #1 Cluster #2

Fabric A SPA Storage port

SPB Storage port

Fabric B SPA Storage port

SPB Storage port

42 RecoverPoint 5.1 Customer Installation and Upgrade Guide