[REPLAY: INSTALLATION AND CONFIGURATION GUIDE]

This guide will help you evaluate how Replay 4 can help you better protect your data and recover your Windows Server, Exchange, Virtual environments and applications during a component or complete outage. It explores the main features of the product, helping you walk through key installation, protection, and recovery features. This guide is designed especially for technology evaluators; it provides instructions and evaluation materials to help them assess the features and functionality of Replay through a hands-on feature review. AppAssure Software Replay 4 for the fastest Backup and Disaster Recovery.

Contents

1. INSTALLATION AND CONFIGURATION
2. INSTALLING THE REPLAY CORE
3. INSTALLING THE REPLAY AGENT (DIRECT INSTALL)
4. INSTALLING THE REPLAY (USING A PUSH INSTALL)
5. INSTALL REPLAY RECOVERY CONSOLE
6. CREATING THE RECOVERY CD
7. STARTING THE REPLAY CONSOLE
8. ADD SERVER FOR PROTECTION
9. UNINSTALLING REPLAY CORE
10. UNINSTALLING REPLAY AGENT
11. Upgrading to Replay 4.5
12. Before the upgrade process
13. During the upgrade process
14. APPENDIX A – PREREQUISITES
15. SERVICE ACCOUNT FOR THE REPLAY SERVICE
16. LOCAL GROUP MEMBERSHIP
17. LOCAL SERVER RIGHTS
18. EXCHANGE 2003 ADMINISTRATOR ROLE
19. EXCHANGE 2007 ADMINISTRATOR ROLE
20. CORE REQUIREMENTS
21. SHARED CORE
22. DEDICATED REPLAY CORE
23. REPLICATED CORE
24. REPLAY STORAGE
25. PROTECTING MICROSOFT EXCHANGE
26. SQL DATABASE ATTACHABILITY TEST
27. ESX FIREWALL CONFIGURATION

INSTALLING THE REPLAY CORE

1. For prerequisites please refer to APPENDIX A – PREREQUISITES

   NOTE:В  There are some software prerequisites that will need to be installed as part of the installation process. Replay Setup check for these and will provide a dialog box that will allow you to install these.

2. Run the downloaded setup file ReplayFoll-4.5.1.xxxxx.exe. Click Setup

   

   INFORMATION: On the Welcome screen, you have three types of installations you can do. The architecture of the product allows for an all-in-one approach where you can run everything on one box, backing itself up. Alternatively, you can install just the Replay Core components, which makes the system a backup repository and processor or you can install the Replay Agent, which allow the system to be backed up. The first option is typically used in small environments where one server does moltiple tasks, Replay being one of them. There is a feature called "Rescue Image" that will aid in the protection of the all-in-one scenarios. The second two options are better suited for a distributed environment.

3. On the initial screen. Click "Install Replay Core"

   

4. On the welcome screen, click next.

   

5. The installer then checks for the necessary software prerequisites and automatically installs them as a part of the install process.
6. Click the "I accept the terms in the license agreement" radio button.В  If you do not, you will not be able to proceed with the install.В  Once you have selected the correct button, click next.

   

7. Click "Browse for Key" to enter your license key. The license file is provided to you in the .lic format. The Trial version does not require a license key. For "Install this application for:" option, select the defaolt option "Anyone who uses this computer (all users)" or "Only for me (Windows user)"

   

8. Confirm the license key information.

   

9. Select the location for install. Choose defaolt or a custom location. Click Next

   

10. Choose "Defaolt" for setup type, click "Next".

    

11. Choose logon information (username and password) for service account.В  Click next to start installation.

    

12. The defaolt port for core to core replication is 8005. Choose the defaolt or specify the port for replication. If you wish to use SSL for replication, check the box as shown below.

    

13. Confirm the installation settings and click "Install".

    

    

14. Click finish to complete the installation. Reboot is not necessary but recommended.

    

INSTALLING THE REPLAY AGENT (DIRECT INSTALL)

1. For prerequisites please refer to APPENDIX A – PREREQUISITES

   NOTE:В  There are some software prerequisites that will need to be installed as part of the installation process. Replay Setup check for these and will provide a dialog box that will allow you to install these.

2. Run the downloaded setup file ReplayFoll-4.5.1.xxxxx.exe. Click Setup

   

3. On the initial screen. Click "Install Replay Agent"

   

4. On the Welcome screen, click "Next".

   

5. Select "I accept the terms…" and click "Next".

   

6. Click "Browse for Key" to enter your license key. The license file is provided to you in the .lic format. The Trial version does not require a license key. For "Install this application for:" option, select the defaolt option "Anyone who uses this computer (all users)" or "Only for me (Windows user)"

   

7. Confirm the license key information.

   

8. Select the location for install. Choose defaolt or a custom location. Click Next

   

9. Choose logon information (username and password) for service account.В  Click Next.

   

10. On the "Ready to Install…" dialog box, confirm your settings and click "Install".

    

    

11. Click "Finish".

    

12. Click "Yes" to restart the machine.

    

INSTALLING THE REPLAY (USING A PUSH INSTALL)

1. Start the Replay Administration Console, right-click on a Core name in the tree and select Push Agent. This will start the Remote Replay Agent Installation Wizard.

   

2. Select the machines by entering the machine name or IP address in the Choose Machine box or select the machines from the list and click the ‘Green Arrow’ button. Click Next.

   

   

3. Set the Login and Service Credentials for the push installer. If the machines are a part of the domain then you can use the "Set Defaolt Credentials" button to set a common credential or else use the "Modify" link to set credentials on a per machine basis.Click "Validate All" to check the credentials.

   

   

   

4. Select the license key and choose whether you wish to reboot the machine after the install. Click Next.

   

5. Click the "Install All" to push the agents.

   

   

6. When completed, Click "Finish".

   

INSTALL REPLAY RECOVERY CONSOLE

The Replay Recovery Console (RRC) is a Windows PE based bootable environment that is used to perform bare metal recovery of a windows server.

1. Run the downloaded setup file BootCDBuilder-4.5.1.xxxxx.exe. Click Setup.

   

2. On the initial screen, Click "Install Boot CD Builder"

   

   NOTE: On prerequisites screen, install any prerequisites that are identified as not Installed.В  Note that you can click the Check Again button to ensure you have the correct prerequisites. Click next after all the prerequisites have been installed.

3. At the Replay Boot CD Builder Installation wizard screen, click next.

   

4. Select "I accept the terms…" and click "Next".

   

5. At the Installation Type screen, choose "Anyone who uses…"В  Click "Next".

   

6. Accept the defaolt location for installation or set a custom path by clicking "Change". Click Next.

   

7. Confirm the install settings. Click Install.

   

   

8. Click Finish to complete of the RRC installation.

   

CREATING THE RECOVERY CD

1. Log into the Replay Core.
2. Start the RRC Builder.

   

3. Click the Settings tab. If you are running the RRC Builder on the protected server, click the Add Boot Entry for RRC checkbox to add an entry in Boot.ini
4. Click the Add Credentials to ISO checkbox if you want to include RRC logging in credentials in the ISO itself.
5. In the ISO Output Path field, specify the path to a Windows Installation CD or directory.
   Do not include "i386" or "AMD64" in the path.
6. Click the Credentials tab and enter the domain name, user name, and password (see Figure 88). The account must be a domain account.

   

7. Click Check to verify that the credentials are valid.
8. If the credentials are valid, the following informational message appears. Click OK to close the message.

   

9. The ReplayВ  Recovery Console Builder dialog reappears
10. Click the Add Drivers tab to add appropriate WINPE2.1/RIS compatible 32-bit drivers for Network and Storage Controllers.В  This is not required in most cases as WinPE 2.1 contains many of the most common drivers.

    These drivers are available from the hardware vendor’s website. If server has more than one network and/or storage controller, then add the driver for each instance.

    

11. The selected network interface must be the one that will be used for the Physical Standby functions. This network interface must be connected and accessible from the Replay server using an IP address.
12. Click the License tab.В  Select the Browse button and pick a license key file.

    

13. Click Build to create the ISO image. The RRC-i386.ISO image will be created in the C:\Program Files\AppAssure Software\Replay\Images directory

STARTING THE REPLAY CONSOLE

Start the AppAssure applications by clicking on the following icons:

Replay can also be accessed by navigating to Start a All Programs a AppAssure Software a Replay 4

ADD SERVER FOR PROTECTION

To add a server for protection ensure that the agent is installed on the server and the Replay Agent service is enabled and running.

1. Log into the Replay Core.
2. Start the Replay Administration Console.

   

3. Click on the Core Server on the left, then, in the right pane, click the Summary tab (it is the defaolt).
4. Click the "Protect…" button.
5. This will launch the Protection Wizard.

   

6. In the Server Name field, enter the NetBIOS or FQDN name of the server. Select volume(s) for the Repository Volumes. Do not change the port.
7. If the Core and the Agent use different credentials for the service account, click the Authentication button to set the specific credentials. Enter the username in the Domain\Account or Server\Account format

   

8. Click Test Connection and OK to exit the message box. Click Save to close the authentication dialog window.

   

9. If all volumes on the server do not need to be protected select "Advanced: Let me decide which volumes to protect". The initial snapshot is a base image, if you want to start protection of the server at a future time select "Start protection at this future date/time" and choose the start time

   

10. If the protected server is an Exchange server,
11. Select "Validate that the mailbox store is mountable (recommended: defaolt setting)".В 
12. To perform Log truncation, select "Truncate Exchange Logs". Logtruncation requires a detailed integrity check which can be performed daily or weekly. If log truncation is desired before the detailed integrity check, select "Force log truncation prior to checksum check"В 

    

13. If the protected server is a SQL server, select "Perform Foll VSS SQL nightly backup" and "Perform nightly attachability verification from the most recent recovery point". This requires an instance of SQL on the Replay Server.

    

14. Click Finish once you have completed the configuration for the new protected server. The newly added server will be listed in the Protected Servers area.
    
    

UNINSTALLING REPLAY CORE

1. To uninstall the Core. Navigate to Start the Control Panel a Add/Remove Programs, highlight Replay Core.

   

2. Right click Replay Core and click Change.

   

3. At the Welcome Screen. Click Next.

   

4. On the Program Maintenance window, Select Remove. Click Next.

   

5. This step is important. If you are performing a maintenance un-install uncheck the two boxes. If you wish to completely remove the Replay Recovery Points and the Replay Metadata, Check the two boxes. Click Next.

   

6. Click Remove.

   

   

7. If you are prompted for an installer message, Click OK.

   

8. Click Finish to complete the uninstall process.

   
   

UNINSTALLING REPLAY AGENT

To uninstall the Replay Agent. Navigate to Start the Control Panel a Add/Remove Programs, highlight Replay Agent.

1. Right click Replay Agent and click Change.

   

2. At the Welcome Screen. Click Next.

   

3. On the Program Maintenance window, Select Remove. Click Next.

   

4. Click Remove.

   

5. Click Finish to complete the uninstall process. Reboot the machine.

   

Use the following procedure to upgrade an existing version of Replay installation to Replay 4.5.

Note: Replay will automatically capture base images after an upgrade if you are running versions earlier to 4.4.1.23321.

Before the upgrade process

1. Download the latest version of Replay. The file will be named as ReplayFoll-4.5.1.xxxxx.exe.
2. Pause snapshot transfers for all Replay Agents. This will ensure that no transfers are occurring during the upgrade process.  A snapshot transfer during an upgrade process may trigger a Base Image or Resync Image after the upgrade.

   

3. UnmountВ  the recovery points by navigating to the "Mounted Recovery Points" tab. Select allВ  and click dismount

   

4. Verify that Rollup or Detailed Integrity Check is not in progress.

1. If Rollup is processing the Retention Policy click the "Abort Rollup" button.
2. If Replay is running a Detailed Integrity Check on the recovery points please let it finish before you stop the Replay Server Service or start the upgrade process.

During the upgrade process

1. First, upgrade the Replay Core by performing an in-place upgrade.  Choose "Modify Replay Core" in the installation setup menu.   Step through the Installation Wizard to complete the upgrade process. Reboot the Replay Core.

   Do not uninstall the Replay Core. If you uninstall and then re-install the Replay Core, Replay may capture a base image after the upgrade

2. Next, upgrade the Replay Agent by performing an in-place upgrade.  Choose "Modify Replay Agent" in the installation setup menu or use the Push Install feature to upgrade the Replay Agent.Reboot the Agent may be required.

   Do not uninstall the agent. If you choose to uninstall and then re-installed, Replay may initiate a base image after the upgrade. 

3. Start the Replay Administration Console after the upgrade and "resume" the agents after all the agents and the core have been upgraded.  The upgrade process is now complete.
4. Lastly, you can use the same process to upgrade the target replication core by performing an in-place upgrade.  Choose "Modify Replay Core" in the installation setup menu.   Step through the Installation Wizard to complete the upgrade process.

SERVICE ACCOUNT FOR THE REPLAY SERVICE

The Replay Service account can be a local or a domain based user account that must possess "Local Administrator" privilege both on the Core and Agents. If you wish to use a Windows Active Directory Domain based service account, then you do not need to grant the user "Domain Admin" privileges. Except if you wish to protect a Domain Controller, then, the Replay Service account must be made a member of the "Administrators" Group in the "Built-in" container on the Domain Controllers.

LOCAL GROUP MEMBERSHIP

Perform this step on the Replay and the protected server

1. In Administrative Tools, click Computer Management.
2. In the console tree, expand Local Users and Groups, and then click Groups.
3. Right-click the Administrators group, and then click Add to Group. Click Add.
4. Click Look in to display a list of domains from which users and groups can be added to the group.
5. In Location, click the domain containing the users and computers you want to add, and then click OK.
6. In Enter the object names to select, type the name of the user ReplayAdmin, and then click OK.
7. If you want to validate the user or group names that you are adding, click Check Names.

LOCAL SERVER RIGHTS

On each computer that you want to install the Replay Recovery Server component, you must configure the permissions of the Replay service account that you plan to use when installing Replay.

1. Click Start, point to Administrative Tools, and then click Local Security Policy to start the Local Security Policy console.
2. Enable the following rights for the user

1. log on locally with local permissions (if not assigned by defaolt)
2. log on locally with local permissions
3. log on as a service

EXCHANGE 2003 ADMINISTRATOR ROLE

Use the Exchange Administration Delegation Wizard to grant administrative permissions to the Replay Service account.

1. Click Start, point to Programs, point to Microsoft Exchange, and then click System Manager.В 
2. Right-click the organization or the administrative group where you want to delegate administrative permissions, and then click Delegate control. Exchange Administration Delegation Wizard starts.В  Click Next.В 
3. On the Users or Groups page, click Add.
4. In the Delegate Control dialog box, click Browse.
5. In the Select Users, Computers, or Group dialog box, click the appropriate location in the Look in box, click the name ReplayAdmin, and then click OK.
6. Under Role in the Delegate Control dialog box, click Exchange Administrator permissions to assign to the ReplayAdmin account, and then click OK. The user or the group that you added appears in the Users and groups list.
7. Click Next, and then click Finish.
8. Grant "Send As," "Receive As," and "Administer Information Store" permissions at the server level for each Exchange Server. To do this, follow these steps:
9. In Exchange System Manager, right-click the first Exchange Server administrative group name, and then expand the Servers group.В 
10. Right-click an Exchange Server server, click Properties, and then click Security.
11. In the top pane, select the Replay service account. In the bottom pane, make sure that the "Send As," "Receive As," and "Administer Information Store" permissions are set to Allow.В 
12. Repeat steps 8b and 8c for each Exchange Server.
13. Grant "Send As," "Receive As," and "Administer Information Store" permissions to the mailbox store. To do this, follow these steps:
14. In Exchange System Manager, right-click the first Exchange administrative group name, and then expand the Servers group.
15. Expand the first mailbox store group, right-click each mailbox store, click Properties, and then click Security.
16. In the top pane, select the Replay service account. In the bottom pane, make sure that the "Send As," "Receive As," and "Administer Information Store" permissions are set to Allow.В 
17. Repeat steps 8b and 8c for each mailbox store on each Exchange Server.

EXCHANGE 2007 ADMINISTRATOR ROLE

1. To set Send As, Receive As, and Administer Information Store permissions:
2. Open Windows PowerShell, and then open a command prompt window.
3. At the command prompt window, type the following line, and then press ENTER:
4. get-mailboxserver Exchange2007ServerName | add-adpermission -user <ReplayAdmin> -accessrights GenericRead, GenericWrite -extendedrights Send-As, Receive-As, ms-Exch-Store-Admin

where:В  Exchange2007ServerName is the name of the Microsoft Exchange 2007 Server and <ReplayAdmin> is the name of the BlackBerry Enterprise Server service account

1. To check the Send As, Receive As, and Administer Information Store permissions:
2. Open Windows PowerShell, and then open a command prompt window.
3. At a command prompt, type the following line, and then press ENTER:В  get-mailboxserver Exchange2007 | get-ADpermission -user ReplayAdmin | Format-List

ESX FIREWALL CONFIGURATION

When exporting directly to an ESX server, Replay Core uses SSH and port 9002. To enable port 9002 on ESX for direct virtual machine exports, perform the following steps on the ESX server

1. Login as a root at the console of the ESX Server, press ALT+F1
2. To activate root access SSH in ESX Server. Open nano (text editor, easy to use…) or you coold use vi.

1. cd /etc/ssh
2. nano sshd_config

1. service sshd restart

1. esxcfg-firewall -e sshServer
2. esxcfg-firewall -e sshClient

1. esxcfg-firewall -o 9002,tcp,in,Replay
2. esxcfg-firewall -o 9002,tcp,out,Replay

1.  service mgmt-vmware restart

CORE REQUIREMENTS

SHARED CORE

The Replay Core and Agent may be installed on the same physical or virtual server. This means you can test Replay on a single physical or virtual server. The core may or may not be a part of a Windows Active Directory Domain.

DEDICATED REPLAY CORE

The Replay Core is independently installed on a physical or virtual server. The Replay Agent does not exist in this installation. This requires you to have at least two physical or virtual server servers. TheВ  core may or may not be a part of a Windows Active Directory Domain.

REPLICATED CORE

A separate Replay Core (shared or a dedicated) that is used as a replication target from a different instance of a source Replay Core (shared or dedicated) located on the same LAN or across a WAN. The core may or may not be a part of a Windows Active Directory Domain.

REPLAY STORAGE

Replay Core can use DAS, SAN or NAS formatted as NTFS to store the snapshots of the protected servers also known as the Replay Repository. Once a snapshot is captured and processed by the Replay Core it is committed to Replay Repository as a Recovery Point.

PROTECTING MICROSOFT EXCHANGE

For effective Exchange Log Truncation and Mountability checks, the Replay Agent service account must be assigned/delegated the following permissions and rights

1. Exchange Foll Administrator permissions in Exchange 2003
2. Organizational Administrator permissions in Exchange 2007 and above

Note that Exchange 2003 is 32-Bit however Exchange 2007 and 2010 are 64-Bit. Therefore carefol consideration is required when protecting the aforementioned with Replay Core.

SQL DATABASE ATTACHABILITY TEST

The Replay Core can automatically "Attach" test to all the databases within a recovery point of a protected SQL server. This test can be performed once a day. In order to effectively protect and perform the "attach" test, the Replay Agent service account must be granted the SYSADMIN right on the SQL server.В  Attachability tests for SQLExpress are not supported by Replay Core.

The "Attach" also requires SQL server on the Replay Core. Since SQL imposes no restrictions on attach to databases, you can install the same or newer version of SQL Server.