This is an archive version of the document. To get the most up-to-date information, see the current version.

Running and Scheduling CDP Replica Plans

After you create and configure a CDP replica plan, and run a successful readiness check, the plan can be considered ready for failover. You can invoke various actions for the plan, depending on the current plan state.

Point in Time	Actions
New plan created	After plan creation, you can: Schedule a time for the plan to execute failover. Run the plan to execute failover immediately.
Failover	After failover, you can: Perform permanent failover. Fail back to the original or to a new location.
Failback	After failback, you can: Commit failback.
Any	At any point, you can: Halt the plan to interrupt its execution. Undo to attempt reversal of the previous action. Reset the plan to clear the current state and allow it to run again.

Plan States

CDP replica plans can acquire the following default states after creation. The same states are shown after resetting a plan and after completing a check.

Plan State	Icon	Description
NOT VERIFIED		Plan has never passed a readiness check or has been changed since the last readiness check.
NOT VERIFIED		Plan has failed to pass a readiness check.
VERIFIED		Plan has successfully passed a readiness check.

CDP replica plans can acquire the following stable states after completing current processing:

Plan State	Icon	Description
HALTED		Plan has stopped due to either an error or user intervention.
FAILOVER UNDO FAILOVER PERMANENT FAILOVER PREPARE FOR FAILBACK FAILBACK UNDO FAILBACK COMMIT FAILBACK		Process completed successfully.
		Process completed with one or more warnings.
		Process completed with one or more errors.

CDP replica plans can acquire the following active states while in use or in progress:

Plan State	Icon	Description
Plan Management
CREATING		Plan is being created.
EDITING		Plan is being edited.
SAVING		Plan is being saved.
RESETTING		Plan is being reset.
DELETING		Plan is being deleted.
Readiness Checks
CHECKING		Plan readiness check is in progress.
		Plan readiness check is in progress; one or more warnings encountered.
		Plan readiness check is in progress; one or more errors encountered.
CHECK HALTING		Plan readiness check is halting.
Execution
FAILOVER		Plan is executing.
		Plan is executing; one or more warnings encountered.
		Plan is executing; one or more errors encountered.
HALTING		Plan is halting.

Note

If you perform any infrastructure configuration changes (add, delete or rename VMs) or changes to Veeam ONE Business View groups, Orchestrator will not automatically apply these changes to plans that are currently executing — such plans are ‘locked’ and cannot be edited. The changes will take effect only if the plans enter the VERIFIED or NOT VERIFIED state.

CDP replica plans can acquire the following modes:

Plan Mode	Icon	Description
ENABLED		Plan is ready to be verified and executed. Notes: Plan editing is not available. Automatic report updates are enabled.
DISABLED		Plan is ready to be edited. Notes: Scheduled plan execution is not available. Automatic report updates are disabled.
IN USE		Plan is either in one of the active states (except the EDITING state) or in one of the stable states. Notes: Plan editing and disabling are not available. And automatic report updates are disabled.

Plan Mode

Icon

Description

ENABLED

Running and Scheduling CDP Replica Plans

Plan is ready to be verified and executed.

Notes:
Plan editing is not available.
Automatic report updates are enabled.

DISABLED

Running and Scheduling CDP Replica Plans

Plan is ready to be edited.

Notes:
Scheduled plan execution is not available.
Automatic report updates are disabled.

IN USE

Running and Scheduling CDP Replica Plans

Plan is either in one of the active states (except the EDITING state) or in one of the stable states.

Notes:
Plan editing and disabling are not available.
And automatic report updates are disabled.

Tip

When a plan is in an active state, you can switch to the Plan Details page, select a VM being recovered in the Virtual Machines column, and click the VM Console link to connect directly to the VM desktop.

Orchestrator will connect to the VM through the vCenter Server system. To avoid connection failures, make sure the following requirements are met:

The target vCenter Server that manages the VM is running VMware vCenter Server version 6.0 or later.
The SSL certificate used by the target vCenter Server is valid on the machine on which you are running the browser. If not, install root certificates from the vCenter Server on both the Orchestrator server and the machine. To learn how to download and install vCenter Server root certificates, see this VMware KB article.

In vSphere 6.0 and later, each newly created ESXi host is by default provisioned with a self-signed certificate from the VMware Certificate Authority. If you want to use such a certificate when accessing the VM desktop, download the root CA certificate from the host where the VM is registered. To learn how to manage certificates for ESXi hosts, see VMware Docs.

Before You Begin

To run a CDP replica plan, it must be ENABLED. To enable a plan:

Navigate to Orchestration Plans.
Select the plan.
From the Manage menu, select Enable.

OR-

Right-click the plan name and select Manage > Enable.

If you do not enable a plan before you run it, the Run Plan wizard will force you to do that as soon as you try running the plan.

Notes

An Orchestrator Administrator or Plan Author can force-enable a plan in the Run Plan wizard. However, a Plan Operator will not be able to run a disabled CDP replica plan.

For more information on roles that can be assigned to users and user groups working with the Orchestrator UI, see Managing Permissions.

For security purposes, all ‘real-world’ actions associated with CDP replica plans (such as failover and failback) require password confirmation.

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