HP Matrix Operating Environment 7.3 Recovery Management User Guide

4. Place the Recovery Group into Maintenance Mode at the Remote Site using the Enable
Maintenance Mode button in the Matrix recovery management Recovery Groups tab.
For logical servers, use the Logical Servers Activate operation in the Tools menu of the
Visualization tab in Matrix OE visualization to activate the logical servers in the Recovery
Group at the Remote Site. Depending on the type of logical server, the activation may be on
VC blades, VM hosts, or both. For IO services, select the Activate Servers service operation
in the Matrix infrastructure service to activate the IO services in the Recovery group. When
the test is complete, gracefully shut down the operating systems, then deactivate the logical
servers or IO services.
NOTE: If the Matrix recovery management configuration includes Hyper-V logical servers
or IO services, bring the cluster disk resource used for logical server or IO service storage
offline prior to failing over storage. If you did not bring the CSV offline, see “Recover the CSV
from online pending state” (page 71) for how to recover.
5. At the Remote Site, take the Recovery Group out of Maintenance Mode by using the Disable
Maintenance Mode button in the Matrix recovery management Recovery Groups tab.
6. At the Local Site, repeat the storage failover, rescan and refresh (if needed) sequences, then
activate the logical servers in the Recovery Group using Matrix OE visualization.
When you import a Matrix recovery management configuration at the Remote Site, all Recovery
Groups that are imported have Maintenance Mode enabled by default, so they can be tested.
Similarly, a Recovery Group created at the Remote Site has Maintenance Mode enabled by default.
After testing is completed for all imported Recovery Groups at the Remote Site, deactivate the
recovery logical servers or replica IO services belonging to each Recovery Group , then disable
Maintenance Mode on each Recovery Group. Recovery Groups that have Maintenance Mode
enabled are not included in an Activate operation. HP recommends that you carefully test Recovery
Group failover at the Remote Site prior to disabling Maintenance Mode on imported Recovery
Groups.
Failover operations
This section explains the difference between planned and unplanned failovers, and provides the
procedure to follow in either case.
A note about Microsoft Hyper-V Server failover:
Matrix recovery management only supports VM failover between equivalent versions of Microsoft
Hyper-V Server, or from earlier versions to current versions.
Failover from a current version to an earlier version, such as failover from Hyper-V Server 2012
to Hyper-V Server 2008 R2, is not supported.
Planned failover
A planned failover typically involves an expected outage. For example, a planned failover might
be necessary to perform scheduled maintenance, or to react to a severe weather forecast. The
following section describes the steps necessary to perform a planned failover using Matrix recovery
management. A planned failover includes a series of steps performed at both the Local site and
the Remote site.
A planned failover includes a series of steps performed first at the site you plan to shut down, and
then at the other site in the Matrix recovery management configuration.
At the site you want to shut down:
28 Testing and failover operations