Thursday, August 5, 2021

NetApp ONTAP 9.8 with SRM 8.4 Configuration Guide

By all means I am not an expert with NetApp hardware or VMware SRM. However over earlier this year I got the task to get SRM installed and working with our new NetApp AFF arrays. I figured this would be a great place to share the steps taken to get everything up and running.  As with any deployment always check the compatibility matrixes to ensure you are going to be supported by your vendors.

So lets get started. 

The Prerequisites
  1. A pair of NetApp Arrays. For my setup I was working with a pair of NetApp A400 AFF running ONTAP 9.8 

  2. NetApp ONTAP Tools for VMware (Formally the VSC) Installed.
    ONTAP tools for VMware vSphere 9.8 Documentation Center (netapp.com)
    ONTAP Tools for VMware 9.8 Download (NetApp Support Login Required)

  3. VMware SRM Installed. for the purposes of this I deployed the virtual appliance version SRM 8.4 as VMware has discontinued support for the Windows version. If you need a guide on installing SRM, VMware has a great document with step by step instructions.  VMware SRM 8.4 Documentation

  4. Have download the NetApp SRA. ONTAP Tools for VMware 9.8 Download (NetApp Support Login Required)
Configuring ONTAP Tools

Now that you have the prerequisites done we can configure ONTAP Tools and get the arrays added. 

  • Enable TLS 1.2. By default TLS is not enabled and it needs to be enabled for the NetApp SRA to be able to communicate with the ONTAP Tools for VMware.

    1. From the console of the  ONTAP Tools VM, login using the Maint Login. 
    2. Select Option 1 "Application Configuration" 
    3. Select Option 13 "Enable TLS Protocol" 
    4. Acknowledge the warning that the operation will restart ONTAP Tools for VMware. 
    5. Type the protocol you wish to enable. I used just TLSv1.2
    6. Press Enter 
    7. Follow the Prompts to Exit" 
  • Creating a VSC/ONTAP Tools User on the NetApp Array. Starting in ONTAP 9.7 and above the roles JSON file can be downloaded from the appliance. Older versions of ONTAP use the RBAC tool from NetApp along with the updated XML privilege's file. If you already have the VSC deployed and configured, you may just need to update the existing users permissions to get everything working. 

      1. download the privilege's file from the ONTAP tools appliance https://<IP-Address>:9083/vsc/config/VSC_ONTAP_User_Privileges.zip
      2. Extract the JSON file from the zip.
      3. Logon to your NetApp Array
        1. Navigate to Cluster / Settings / Users and Roles
        2. In the User pane, click Add
        3. Select Virtualization Products
        4. Upload the JSON 
        5. From the Product Compatibility drop-down chose either VSC and SRA or VSC,VASA Provider, SRA. This is important to ensure the SRA and ONTAP Tools has the privilege's it needs to function properly.
        6. Enter a Username and Password the account. 
        7. Leave the suggested privilege's checked 
        8. Click Add
  • Adding your Array to ONTAP Tools for VMware.
    Each VM that resides on an NetApp served datastore, whether its block or NFS must be added to the ONTAP tools storage system so SRM can properly discover and communicate with the storage array. You can either add the SVM directly or connect to the cluster mgmt. IP.

  1. Logon to your VCenter and navigate to the NetApp ONTAP Tools plugin 
  2. Select Storage Systems from the left hand menu. 
  3. Click ADD
    1. Enter the IP or DNS Name of the SVM or Array
    2. Enter the VSC/ONTAP Tools username created above (case sensitive) and password. 
    3. Click ADD
  4. Wait a few min and the array will be listed. 
ONTAP Tools Storage Systems
 
Configuring Site Recovery Manager Storage Replication Adapter

Once you have installed VMware Site Recovery Manager (SRM), you will need to take a few steps to configure SRM to to communicate with the NetApp Storage Replication Adapter (SRA) and VSC. Lets get started. 

  1. Download the NetApp SRM SRA if you have not already. 
  2. Login to each of the SRM Appliance Management page: https://FQDN:5480
    1. Click Storage Replication Adapters
    2. Click New Adapter
    3. Click Upload and browse to the location of the NetApp SRA. This should be a tar.gz file.

  3.  With the SRA installed we must configure the SRA to connect to our ONTAP Tools deployment.
    1. Using Putty or your preferred SSH client, connect to the SRM appliance.
    2. Elevate to root using the command: su root
    3. Get the docker CONTAINER ID used by the SRA using the following command: docker ps -l 

    4. Login to the docker container using the following command: docker exec -it -u srm <container id> sh
    5.  Configure the SRA with the ONTAP Tools IP address and the administrator password using the following command: perl command.pl -I <ONTAP Tools - IP> administrator <ONTAP Tools - Password>.  
Configuring Site Recovery Manager

Now that we have deployed and configured ONTAP Tools, SRM, and the SRA, we can verify that SRM shows our SRA and that its status is OK, and that we can configure our Array Pairs. 
    1. Login vCenter and from the Menu launch Site Recovery.
    2. Create your Site Pair if you have not already
    3. from the left hand menu under Configure / Array Based Replication / Storage Replication Adapters. verify that the NetApp Storage Replication Adapter for ONTAP shows a status of OK.

    4. Verify the same output at the recovery site.
    5. From the left hand menu, Click Array Pairs
      1. Click ADD
      2. Select your NetApp Storage Replication Adapter. Click Next
      3. Fill out the Local Array Manager Info:
        • Enter a name for the Array Manager on the "Local vCenter"
        • Enter the IP or FQDN Hostname of the NetApp Cluster or the SVM
        • Enter a list of  IP for the NFS LIFS on the Array.  (leave blank if using SAN)
        • Enter the Name of the SVM hosting the Disks. leave blank if you are connecting directly to an SVM.
        • Enter a list volumes to discover. leave blank to discover all volumes on SVM
        • Enter a list of volumes to exclude from discovery
        • Enter the username created when you during section for configuring ONTAP Tools. 
        • Enter the password for the account in previous step.
      4. Click Next
      5. Repeat step 3 for the recovery site.
      6. Click Next
      7. Click Finish
Notes:
  • Hide the snapshot directories on your source volumes to prevent warnings when performing your failovers.
  • Make sure your SVMs at your protected site and at your recovery site are not the same. If they are, the Array Pairing will fail. 

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