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    Prerequisites

    • Ensure that the VMs you want to migrate are running a supported OS version which includes

      • 64-bit version of Windows Server 2008 R2 SP1 or later,
      • Windows Server 2012,
      • Windows Server 2012 R2,
      • Windows Server 2016
      • Red Hat Enterprise Linux 6.7 (HVM virtualized instances only) and must have only Citrix PV or AWS PV drivers. Instances running RedHat PV drivers aren'tsupported.

    • The Mobility service must be installed on each VM you want to replicate.

    Important

    Site Recovery installs this service automatically when you enable replication for the VM. For automatic installation, you need to prepare an account on the EC2 instances that Site Recovery will use to access the VM. You can use a domain or local account.

    • For Linux VMs, the account should be root on the source Linux server.
    • For Windows VMs, if you're not using a domain account, disable Remote User Access control on the local machine: In the registry, under HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System, add the DWORD entry LocalAccountTokenFilterPolicy and set the value to 1.
    • You need a separate EC2 instance that you can use as the Site Recovery configuration server. This instance must be running Windows Server 2012 R2.

    Prepare Azure resources

    You need to have a few resources ready in Azure for the migrated EC2 instances to use. These include a storage account, a vault, and a virtual network.

    Create a storage account

    Images of replicated machines are held in Azure storage. Azure VMs are created from the storage when you failover from on-premises to Azure.

    1. In the Azure portal menu, click Create a resource > Storage > Storage account.
    2. Enter a name for your storage account. For these tutorials, we use the nameawsmigrated2017. The name must be unique within Azure, and be between 3 and 24 characters, only numbers and lowercase letters.
    3. Keep the defaults for Deployment model, Account kind, Performance, and Secure transfer required.
    4. Select the default RA-GRS for Replication.
    5. Select the subscription you want to use for this tutorial.
    6. For Resource group, select Create new. In this example, we use migrationRG as the name.
    7. Select West Europe as the location.
    8. Click Create to create the storage account.

    Create a vault

    1. In the Azure portal, in the left navigation, click All services and search for and select Recovery Services vaults.
    2. In the Recovery Services vaults page, click + Add in the upper left of the page.
    3. For Name, type myVault.
    4. For Subscription, select the appropriate subscription.
    5. For Resource Group, select Use existing and select migrationRG.
    6. In Location, select West Europe.
    7. To quickly access the new vault from the dashboard, select Pin to dashboard.
    8. When you are done, click Create.

    The new vault appears on the Dashboard > All resources, and on the main Recovery Services vaults page.

    Set up an Azure network

    When the Azure VMs are created after the migration (failover), they're joined to this network.

    1. In the Azure portal, click Create a resource > Networking > Virtual network.
    2. For Name, type myMigrationNetwork.
    3. Leave the default value for Address space.
    4. For Subscription, select the appropriate subscription.
    5. For Resource group, select Use existing and choose migrationRG from the drop-down.
    6. For Location, select West Europe.
    7. Leave the defaults for Subnet, both the Name and IP range.
    8. Leave Service Endpoints disabled.
    9. When you are done, click Create.

    Prepare the infrastructure

    On the portal page for your vault, select Site Recovery from the Getting Started section and then click Prepare Infrastructure.

    1 Protection goal

    Select the following values on the Protection Goal page:

       
    Where are your machines located? On-premises
    Where do you want to replicate your machines? To Azure
    Are your machines virtualized? Not virtualized / Other

    When you are done, click OK to move to the next section.

    2 Source Prepare

    On the Prepare source page, click + Configuration Server.

    1. Use an EC2 instance running Windows Server 2012 R2 to create a configuration server and register it with your recovery vault.

    2. Configure the proxy on the EC2 instance VM you are using as the configuration server so that it can access the Service URLs.

    3. Download the Microsoft Azure Site Recovery Unified Setup program. You can download it to your local machine and then copy it over to the VM you are using as the configuration server.

    4. Click on the Download button to download the vault registration key. Copy the downloaded file over to the VM you are using as the configuration server.

    5. On the VM, right-click installer you downloaded for the Microsoft Azure Site Recovery Unified Setup and select Run as administrator.

      1. In Before You Begin, select Install the configuration server and process server and then click Next.
      2. In Third-Party Software License, select I accept the third-party license agreement. and then click Next.
      3. In Registration, click browse and navigate to where you put the vault registration key file and then click Next.
      4. In Internet Settings, select Connect to Azure Site Recovery without a proxy server. and then click Next.
      5. In the Prerequisites Check page, it runs checks for several items. When it is complete, click Next.
      6. In MySQL Configuration, provide the required passwords and then click Next.
      7. In Environment Details, select No, you don't need to protect VMware machines and then click Next.
      8. In Install Location, click Next to accept the default.
      9. In Network Selection, click Next to accept the default.
      10. In Summary click Install.
      11. Installation Progress shows you information about where you are in the installation process. When it is complete, click Finish. You get a pop-up about needing a possible reboot, click OK. You also get a pop-up about the Configuration Server Connection Passphrase, copy the passphrase to your clipboard and save it somewhere safe.

    6. On the VM, run cspsconfigtool.exe to create one or more management accounts on the configuration server. Make sure the management accounts have administrator permissions on the EC2 instances that you want to migrate.

    When you are done setting up the configuration server, go back to the portal and select the server you just created for Configuration Server and click OK* to move on to step 3 Target Prepare.

    3 Target Prepare

    In this section you enter information about the resources you created when you went through the Prepare Azure resources section, earlier in this tutorial.

    1. In Subscription, select the Azure subscription that you used for the Prepare Azuretutorial.
    2. Select Resource Manager as the deployment model.
    3. Site Recovery checks that you have one or more compatible Azure storage accounts and networks. These should be the resources you created when you went through the Prepare Azure resources section, earlier in this tutorial
    4. When you are done, click OK.

    4 Replication settings Prepare

    You need to create a replication policy, before you can enable replication

    1. Click + Replicate and Associate.
    2. In Name, type myReplicationPolicy.
    3. Leave the rest of the default settings and click OK to create the policy. The new policy is automatically associated with the configuration server.

    5 Deployment planning Select

    In Have you completed deployment planning?, select I will do it later from the drop-down and then click OK.

    When you are all done with all 5 sections of Prepare infrastructure, click OK.

    Enable replication

    Enable replication for each VM you want to migrate. When replication is enabled, Site Recovery installs the Mobility service automatically.

    1. Open the Azure portal.
    2. On the page for your vault, under Getting Started, click Site Recovery.

    3. Under For on-premises machines and Azure VMs, click Step 1:Replicate application. Complete the wizard pages with the following information and click OK on each page when finished:

      • 1 Source Configure:

           
        Source: On Premises
        Source location: The name of your configuration server EC2 instance.
        Machine type: Physical machines
        Process server: Select the configuration server from the drop-down list.

      • 2 Target Configure

           
        Target: Leave the default.
        Subscription: Select the subscription you have been using.
        Post-failover resource group: Use the resource group you created in the Prepare Azure resources section.
        Post-failover deployment model: Choose Resource Manager
        Storage account: Choose the storage account you created in the Prepare Azure resources section.
        Azure network: Choose Configure now for selected machines
        Post-failover Azure network: Choose the network you created in the Prepare Azure resources section.
        Subnet: Select the default from the drop-down.

      • 3 Physical Machines Select

        Click + Physical machine and then enter the Name, the IP Address and OS Type of the EC2 instance that you want to migrate and then click OK.

      • 4 Properties Configure Properties

        Select the account that you created on the configuration server from the drop-down and click OK.

      • 5 Replication Settings Configure replication settings

        Make sure the replication policy selected in the drop-down is myReplicationPolicy and then click OK.

    4. When the wizard is complete, click Enable replication.

    You can track progress of the Enable Protection job in Monitoring and reports > Jobs> Site Recovery Jobs. After the Finalize Protection job runs the machine is ready for failover.

    When you enable replication for a VM, it can take 15 minutes or longer for changes to take effect and appear in the portal.

    Run a test failover

    When you run a test failover, the following happens:

    1. A prerequisites check runs to make sure all of the conditions required for failover are in place.
    2. Failover processes the data, so that an Azure VM can be created. If select the latest recovery point, a recovery point is created from the data.
    3. An Azure VM is created using the data processed in the previous step.

    In the portal, run the test failover as follows:

    1. On the page for your vault, go to Protected items > Replicated Items> click the VM > + Test Failover.

    2. Select a recovery point to use for the failover:

      • Latest processed: Fails the VM over to the latest recovery point that was processed by Site Recovery. The time stamp is shown. With this option, no time is spent processing data, so it provides a low RTO (recovery time objective).
      • Latest app-consistent: This option fails over all VMs to the latest app-consistent recovery point. The time stamp is shown.
      • Custom: Select any recovery point.
    3. In Test Failover, select the target Azure network to which Azure VMs will be connected after failover occurs. This should be the network you created in the Prepare Azure resources section.
    4. Click OK to begin the failover. You can track progress by clicking on the VM to open its properties. Or you can click the Test Failover job on the page for your vault in Monitoring and reports > Jobs > Site Recovery jobs.
    5. After the failover finishes, the replica Azure VM appears in the Azure portal > Virtual Machines. Check that the VM is the appropriate size, that it's connected to the right network, and that it's running.
    6. You should now be able to connect to the replicated VM in Azure.
    7. To delete Azure VMs created during the test failover, click Cleanup test failover on the recovery plan. In Notes, record and save any observations associated with the test failover.

    In some scenarios, failover requires additional processing that takes around eight to ten minutes to complete.

    Migrate to Azure

    Run an actual failover for the EC2 instances to migrate them to Azure VMs.

    1. In Protected items > Replicated items click the AWS instances > Failover.
    2. In Failover select a Recovery Point to failover to. Select the latest recovery point.
    3. Select Shut down machine before beginning failover if you want Site Recovery to attempt to do a shutdown of source virtual machines before triggering the failover. Failover continues even if shutdown fails. You can follow the failover progress on the Jobs page.
    4. Check that the VM appears in Replicated items.

    5. Right-click each VM > Complete Migration. This finishes the migration process, stops replication for the AWS VM, and stops Site Recovery billing for the VM.

      Complete migration

    Warning

    Don't cancel a failover in progress: Before failover is started, VM replication is stopped. If you cancel a failover in progress, failover stops, but the VM won't replicate again.

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