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Create resource groups for VMs and datastores

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A resource group is the container for one or more VMs or datastores that you want to protect.

Resource groups can contain any combination of VMs and datastores. Beginning with SnapCenter Plug-in for VMware vSphere 4.4, a resource group can also contain one FlexGroup volume or one or more FlexVol volumes, but not both.

For spanning VMs, using FlexGroup and FlexVol together is not supported.
About this task

You can add or remove VMs and datastores from a resource group at any time.

  • Backing up a single resource

    To back up a single resource (for example, a single VM), you must create a resource group that contains that single resource.

  • Backing up multiple resources

    To back up multiple resources, you must create a resource group that contains multiple resources.

  • Optimizing Snapshot copies

    To optimize Snapshot copies, you should group into one resource group the VMs and datastores that are associated with the same volume.

  • Backup policies

    Although it is possible to create a resource group without a backup policy, you can only perform scheduled data protection operations when at least one policy is attached to the resource group. You can use an existing policy, or you can create a new policy while creating a resource group.

    A resource group can contain VMs, and SAN and NAS datastores; it cannot contain VSAN or vVOL datastores.
    Do not add VMs that are in an inaccessible state. Although you can create a resource group that contains inaccessible VMs, backups for that resource group will fail.
  • Compatibility checks

    SnapCenter performs compatibility checks when you create a resource group.

Steps
  1. In the left Navigator pane of the VMware vSphere web client, click Resource Groups, then click Error: Missing Graphic Image Create to start the wizard.

    Error: Missing Graphic Image

    This is the easiest way to create a resource group. However, you can also create a resource group with one resource by performing one of the following:

    • To create a resource group for one VM, click Menu > Hosts and Clusters, then right-click a VM, then select NetApp SnapCenter, and then click Error: Missing Graphic Image Create Resource Group.

    • To create a resource group for one datastore, click Menu > Hosts and Clusters, then right-click a datastore, then select NetApp SnapCenter, and then click Error: Missing Graphic Image Create Resource Group.

  2. On the General Info & Notification page in the wizard, do the following:

    For this field… Do this…

    vCenter Server

    Select a vCenter server.

    Name

    Enter a name for the resource group.
    Do not use the following special characters in VM, datastore, policy,
    backup, or resource group names:
    % & * $ # @ ! \ / : * ? " < > - [vertical bar] ; ' , . An underscore character (_) is allowed. VM or datastore names with special characters are truncated, which makes it difficult to search for a specific backup.
    In linked mode, each vCenter has a separate SnapCenter VMware plug-in repository. Therefore, you can use duplicate names across vCenters.

    Description

    Enter a description of the resource group.

    Notification

    Select when you want to receive notifications about operations on this resource group:
    Error or warnings: Send notification for errors and warnings only
    Errors: Send notification for errors only
    Always: Send notification for all message types
    Never: Do not send notification

    Email send from

    Enter the email address you want the notification sent from.

    Email send to

    Enter the email address of the person you want to receive the notification. For multiple recipients, use a comma to separate the email addresses.

    Email subject

    Enter the subject you want for the notification emails.

    Latest Snapshot name

    Beginning with SnapCenter Plug-in for VMware vSphere 4.4, if you want the suffix “_recent” added to the latest Snapshot copy, then check this box.

    Custom Snapshot format

    If you want to use a custom format for the Snapshot copy names, then check this box and enter the name format.
    * By default, this feature is disabled.
    * The default Snapshot copy names use the format
    <ResourceGroup>_<HostName>_<TimeStamp>
    However, you can specify a custom format using the variables $ResourceGroup, $Policy, $HostName, $ScheduleType, and $CustomText. Use the drop-down list in the custom name field to select which variables you want to use and the order in which they are used. If you select $CustomText, enter the custom text in the additional box that is provided. A timestamp is automatically added to the end of the custom name format you specify.
    * Special characters
    For special characters in names, follow the same guidelines given for the Name field.

  3. On the Resources page, in the Available entities list, select the resources you want in the resource group, then click > to move your selections to the Selected entities list.

    Error: Missing Graphic Image

    When you click Next, the system first checks that SnapCenter manages and is compatible with the storage on which the selected VMs or datastores are located.

    If the message Selected virtual machine is not SnapCenter compatible or Selected datastore is not SnapCenter compatible is displayed, then a selected VM or datastore is not compatible with SnapCenter. See Manage compatibility check failures for more information.

  4. On the Spanning disks page, select an option for VMs with multiple VMDKs across multiple datastores:

    Always exclude all spanning datastores [This is the default for datastores.]

    Always include all spanning datastores [This is the default for VMs.]

    Manually select the spanning datastores to be included

  5. On the Policies page, select or create one or more backup policies, as shown in the following table:

    To use… Do this…

    An existing policy

    Select one or more policies from the list.

    A new policy

    1.Click Error: Missing Graphic Image Create.
    2. Complete the New Backup Policy wizard to return to the Create Resource Group wizard.

    In Linked Mode, the list includes policies in all the linked vCenters. You must select a policy that is on the same vCenter as the resource group.

  6. On the Schedules page, configure the backup schedule for each selected policy.

    Error: Missing Graphic Image

    You must fill in each field. The SnapCenter VMware plug-in creates schedules in the time zone in which the SnapCenter VMware plug-in is deployed. You can modify the time zone by using the SnapCenter Plug-in for VMware vSphere GUI.

  7. Review the summary, and then click Finish.

    Before you click Finish, you can go back to any page in the wizard and change the information.

    After you click Finish, the new resource group is added to the resource groups list.

    If the quiesce operation fails for any of the VMs in the backup, then the backup is marked as not VM- consistent even if the policy selected has VM consistency selected. In this case, it is possible that some of the VMs were successfully quiesced.

Manage compatibility check failures

SnapCenter performs compatibility checks when you attempt to create a resource group.

Reasons for incompatibility might be:

  • VMDKs are on unsupported storage; for example, on an ONTAP system running in

    7-Mode or on a non-ONTAP device.

  • A datastore is on NetApp storage running Clustered Data ONTAP 8.2.1 or earlier.

    SnapCenter version 4.x supports ONTAP 8.3.1 and later.

    The SnapCenter Plug-in for VMware vSphere does not perform compatibility checks for all ONTAP versions; only for ONTAP versions 8.2.1 and earlier. Therefore, always see the NetApp Interoperability Matrix Tool (IMT) for the latest information about SnapCenter support.

  • A shared PCI device is attached to a VM.

  • A preferred IP is not configured in SnapCenter.

  • You have not added the storage VM (SVM) management IP to SnapCenter.

  • The storage VM is down.

To correct a compatibility error, perform the following:

  1. Make sure the storage VM is running.

  2. Make sure that the storage system on which the VMs are located have been added to the SnapCenter Plug-in for VMware vSphere inventory.

  3. Make sure the storage VM is added to SnapCenter. Use the Add storage system option on the VMware vSphere web client GUI.

  4. If there are spanning VMs that have VMDKs on both NetApp and non-NetApp datastores, then move the VMDKs to NetApp datastores.