4.1 Accessing and Working with the Forge Management VM in the Appliance Host

Occasionally you might need to access the Forge Management VM and perform maintenance tasks as described here or when you are advised to do so by PlateSpin Support.

Use the VMware Virtual Infrastructure Client (VIC) to access the Forge Management VM, including its OS interface and VM settings.

4.1.1 Downloading the VMware Infrastructure Client (VIC)

Download the client software from the appliance host and install it on a Windows workstation external to PlateSpin Forge.

  1. Open a Web browser and go to the home page of the appliance host (VMware ESX), using the appliance host’s IP address. Ignore the warning related to the security certificate.

  2. On the VMWare ESX Server’s Welcome page, click the Download Virtual Infrastructure Client hyperlink, then follow the instructions to download and install the software.

4.1.2 Launching VIC and Accessing the Forge Management VM

  1. Clicking Start > Programs > VMWare > VMware Virtual Infrastructure Client.

    The VMware Virtual Infrastructure Client login window is displayed.

  2. Specify your root-level credentials and log in, ignoring any certificate warnings.

    The Virtual Infrastructure Client opens.

  3. In the inventory panel at the left, locate and select the PlateSpin Forge Management VM item. At the top of the right panel, click the Console tab.

    The Virtual Infrastructure Client’s console area displays the Forge Management VM’s Windows interface.

Use the console to work with the Management VM the same way as you would work with Windows on a physical machine.

To unlock the Management VM, click inside the console and press Ctrl+Alt+Insert.

To release the cursor for working outside the Virtual Infrastructure Client, press Ctrl+Alt.

4.1.3 Starting and Shutting Down the Forge Management VM

Occasionally you might need to shut down and then restart the Forge Management VM, such as when you relocate the appliance.

  1. Use the VMware Virtual Infrastructure Client to access the Forge Management VM host. See Downloading the VMware Infrastructure Client (VIC).

  2. Use the standard Windows procedure to shut down the VM (Start > Shut Down).

To restart the Management VM:

  1. In the inventory panel at the left, right-click the PlateSpin Forge Management VM item and select Power on.

4.1.4 Managing Forge Snapshots on the Appliance Host

Occasionally you might need to take a point-in-time snapshot of your management VM, such as when you upgrade Forge software or when carry out troubleshooting tasks. You might also need to remove snapshots (recovery points) to free storage space.

  1. Use the Virtual Infrastructure Client to access the appliance host. See Downloading the VMware Infrastructure Client (VIC).

  2. In the inventory panel at the left, right-click the PlateSpin Forge Management VM item and select Snapshot > Take Snapshot.

  3. Type a name and a description for the snapshot, then click OK.

To revert the management VM to a previous state:

  1. In the inventory panel at the left, right-click the PlateSpin Forge Management VM item and select Snapshot > Snapshot Manager.

  2. In the tree representation of the VM states, select a snapshot, then click Go to.

To remove snapshots that represent recovery points:

  1. In the inventory panel at the left, right-click the PlateSpin Forge Management VM item and select Snapshot > Snapshot Manager.

  2. In the tree representation of the VM states, select a snapshot, then click Remove.

4.1.5 Manually Importing VMs into the Appliance Host’s Datastore

Use this procedure to manually import a VM into the appliance host’s datastore. You might want to consider this option when you want your recovery workload to be created differentially (see Initial Replication Method (Full and Incremental) in your User Guide).

  1. At the production site, create a VM (ESX 3.5 and later) from your production workload (for example, by using PlateSpin Migrate) and copy the VM files from the ESX host’s datastore to portable media, such as a portable hard drive or a USB flash drive. Use the Datastore Browser of the client software to browse and locate the files.

  2. At the disaster recovery site, attach the media to a workstation that has network access to Forge and has the Virtual Infrastructure Client Installed (VIC). See Downloading the VMware Infrastructure Client (VIC).

  3. Use the VIC’s Datastore Browser to access the Forge datastore (Storage1) and upload the VM files from the temporary media. Use the uploaded VM to register it with the appliance host (right-click > Add to Inventory).

  4. Refresh the PlateSpin Forge inventory (in the PlateSpin Forge Web Client, click Settings > Containers, then click adjacent to the appliance host).

4.1.6 Guidelines for Applying Security Updates to the PlateSpin Forge Management VM

This section provides general guidelines for applying security patches to the Forge Management VM.

  1. During a maintenance window, access the Forge Management VM by using the VMware Virtual Infrastructure Client. See Downloading the VMware Infrastructure Client (VIC).

  2. From within the Forge Management VM’s Windows interface, check for security updates from Microsoft.

  3. Use the PlateSpin Forge Web Client to put PlateSpin Forge into maintenance mode by pausing all replication schedules and ensuring that any incomplete replications are complete.

  4. Take a snapshot of the Forge Management VM. See Managing Forge Snapshots on the Appliance Host.

  5. Download and install the required security patches. When the installation complete, reboot the Forge Management VM.

  6. Use the PlateSpin Forge Web Client to resume replications paused in Step 3 and verify that replications are working properly.

  7. Remove the snapshot of the Forge Management VM that you took in Step 4. See Managing Forge Snapshots on the Appliance Host.