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Veeam Recovery Orchestrator 7.2
User Guide
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Veeam Recovery Orchestrator 7.2
User Guide
  • Overview
    • Solution Architecture
      • Deployment Scenarios
        • Scenario 1: Orchestrating Restore to Microsoft Azure
        • Scenario 2: Orchestrating Restore to Microsoft Hyper-V
        • Scenario 3: Orchestrating Restore to VMware vSphere
        • Scenario 4: Orchestrating Storage and VM Failover
        • Scenario 5: Orchestrating VM Replica Failover
        • Scenario 6: Orchestrating Restore and VM Replica Failover in Clean Room
    • Recovery Locations
    • Inventory Groups
      • Grouping and Categorization
    • DataLabs
    • Recovery Plans
      • Replica Plans
        • Plan States and Modes
        • Failover and Failback
          • How Orchestrator Places VMs During Failback
          • How Orchestrator Performs Failover in Clean Room
      • CDP Replica Plans
        • Plan States and Modes
        • Failover and Failback
          • How Orchestrator Places VMs During Failback
      • Restore Plans
        • Plan States and Modes
        • How Orchestrator Places VMs During Restore to vSphere
        • How Orchestrator Places VMs During Restore to Hyper-V
        • How Orchestrator Selects Backup Files
      • Storage Plans
        • Plan States and Modes
        • Storage Failover
          • NetApp Storage Failover
            • How Orchestrator Manages NetApp Storage Failover
            • How Orchestrator Places VMs During NetApp Storage Failover
          • HPE Storage Failover
            • How Orchestrator Places VMs During HPE Storage Failover
            • How Orchestrator Manages HPE Storage Failover
        • Storage Failback
          • Orchestrating Failback with NetApp Storage Plans
          • Orchestrating Failback with HPE Storage Plans
      • Cloud Plans
        • Plan States and Modes
        • How Orchestrator Places VMs During Cloud Restore
    • Malware Scan
      • How Orchestrator Performs Virus Scan
  • Planning and Preparation
    • System Requirements
    • Roles
    • Permissions
    • Ports
  • Licensing
    • License Types
    • Licensed Objects
    • Installing License
    • Updating License
      • Updating License Manually
      • Updating License Automatically
      • Automatic Usage Reporting
    • License Expiration
    • Exceeding License Limit
      • Allowed Increase Limit (All Licenses)
      • New VMs (Rental Licenses)
      • Example
    • Viewing License Details
  • Deployment
    • Installing Veeam Recovery Orchestrator
      • Step 1. Launch Splash Window
      • Step 2. Start Setup Wizard
      • Step 3. Accept License Agreement
      • Step 4. Review Components to Install
      • Step 5. Provide License File
      • Step 6. Specify Service Account Credentials
      • Step 7. Choose SQL Server
      • Step 8. Perform System Configuration Check
      • Step 9. Review Default Installation Summary
      • Step 10. Create SQL Server Databases
      • Step 11. Specify Data Locations
      • Step 12. Specify Service Ports
      • Step 13. Select Certificate for Orchestrator UI
      • Step 14. Review Advanced Installation Summary
      • Step 15. Upgrade to Veeam Backup & Replication 12.3
      • Step 16. Install Additional Veeam ONE Clients
    • Installing Veeam Recovery Orchestrator in Unattended Mode
      • Veeam Orchestrator Server Service
      • Veeam Orchestrator Web UI
    • After You Install
      • Step 1. Launch Initial Configuration Wizard
      • Step 2. Configure Server Settings
        • Step 2a. Specify Administrator Account Credentials
        • Step 2b. Enter Server Details
      • Step 3. Connect Infrastructure Components
        • Step 3a. Specify Access Credentials
        • Step 3b. Connect Veeam Backup & Replication Server
        • Step 3c. Connect VMware vSphere Server
        • Step 3d. Connect Storage System
      • Step 4. Review Configuration Summary
    • Upgrading Veeam Recovery Orchestrator
      • Step 1. Launch Splash Window
      • Step 2. Start Setup Wizard
      • Step 3. Accept License Agreement
      • Step 4. Review Components to Upgrade
      • Step 5. Provide License File
      • Step 6. Specify Service Account Credentials
      • Step 7. Perform System Configuration Check
      • Step 8. Review SQL Server Connection Settings
      • Step 9. Begin Upgrade
      • Step 9. Upgrade to Veeam Backup & Replication 12.3
      • Step 10. Upgrade to Veeam ONE 12.3
    • Uninstalling Veeam Recovery Orchestrator
    • Reinstalling Orchestrator Using Existing Databases
  • Accessing Orchestrator UI
  • Configuring Veeam Recovery Orchestrator
    • Managing Scopes
      • Creating Scopes
      • Cloning Scopes
    • Managing User Accounts
      • Adding User Accounts
        • Step 1. Launch Add New Account Wizard
        • Step 2. Specify Account
        • Step 3. Select Role and Scope
        • Step 4. Finish Working with Wizard
      • Editing User Roles and Scopes
      • Removing User Accounts
    • Connecting Veeam Backup & Replication Servers
      • Uninstalling Orchestrator Agents
      • Repairing Orchestrator Agents
    • Connecting Infrastructure
      • Connecting VMware vSphere Servers
        • Removing VMware vSphere Servers
      • Connecting SCVMM Servers
        • Removing SCVMM Servers
      • Connecting Storage Systems
        • Enabling HPE 3PAR Web Services API Server
    • Configuring General Settings
      • Step 1. Specify Email Server Settings
      • Step 2. Specify Report Subscription Settings
      • Step 3. Configure Report Retention Settings
    • Managing Recovery Locations
      • Adding Recovery Locations
        • Adding VMware vSphere Recovery Locations
          • Step 1. Choose Recovery Location Type
          • Step 2. Specify Recovery Location Name and Description
          • Step 3. Choose Recovery Options
          • Step 4. Specify Compute Resources
          • Step 5. Specify Storage Resources
          • Step 6. Specify Datastore Capacity Level
          • Step 7. Configure Network Mapping
          • Step 8. Configure Re-IP Rules
          • Step 9. Enable VM Recovery Across Different Locations
          • Step 10. Finish Working with Wizard
        • Adding Storage Recovery Locations
          • Step 1. Choose Recovery Location Type
          • Step 2. Specify Recovery Location Name and Description
          • Step 3. Choose Storage Vendor
          • Step 4. Specify Target Storage Systems
          • Step 5. Specify Target Datacenter
          • Step 6. Specify Compute Resources
          • Step 7. Configure Network Mapping
          • Step 8. Configure Re-IP Rules
          • Step 9. Finish Working with Wizard
        • Adding Microsoft Azure Recovery Locations
          • Step 1. Choose Recovery Location Type
          • Step 2. Specify Recovery Location Name and Description
          • Step 3. Specify Recovery Options
          • Step 4. Choose Backup Servers
          • Step 5. Choose Cloud Subscription
          • Step 6. Specify Repositories
          • Step 7. Specify Proxies
          • Step 8. Choose Regions
          • Step 9. Choose Resource Group
          • Step 10. Specify Cloud VM Configuration
          • Step 11. Configure Network Mapping
          • Step 12. Specify Quarantine Network
          • Step 13. Finish Working with Wizard
        • Adding Microsoft Hyper-V Recovery Locations
          • Step 1. Choose Recovery Location Type
          • Step 2. Specify Recovery Location Name and Description
          • Step 3. Choose Recovery Options
          • Step 4. Specify VMM Server
          • Step 5. Specify Cluster
          • Step 6. Specify Storage Resources
          • Step 7. Configure Network Mapping
          • Step 8. Finish Working with Wizard
      • Editing Recovery Locations
        • Editing VMware vSphere Recovery Locations
        • Editing Microsoft Hyper-V Recovery Locations
        • Editing Microsoft Azure Recovery Locations
        • Editing Storage Recovery Locations
        • Editing Original VM Location
    • Configuring Plan Steps
      • Configuring Default Parameter Settings
    • Managing Credentials
      • Adding Credentials
      • Changing Passwords
    • Editing Template Jobs
    • Connecting DataLabs
      • Assigning and Configuring DataLabs
    • Managing YARA Rules
      • Adding YARA Rule Files
    • Managing Inventory Items
  • Working with Recovery Plans
    • Working with Replica Plans
      • Creating Replica Plans
        • Step 1. Specify Plan Name and Description
        • Step 2. Choose Plan Scope
        • Step 3. Choose Plan Type
        • Step 4. Add Inventory Groups
        • Step 5. Specify VM Recovery Options
        • Step 6. Add Plan Steps
        • Step 7. Specify Credentials
        • Step 8. Specify VM Protection Options
        • Step 9. Specify Target RTO and RPO
        • Step 10. Select Report Template
        • Step 11. Specify Report Scheduling Options
        • Step 12. Finish Working with Wizard
      • Editing Replica Plans
      • Testing Replica Plans
      • Running and Scheduling Replica Plans
        • Scheduling Failover
        • Running Failover
        • Halting Failover
        • Finalizing Failover
          • Running Permanent Failover
          • Running Failback
          • Committing Failback
        • Undoing Failover
        • Undoing Failback
        • Resetting Replica Plans
        • Halting Plan Testing
        • Managing Halted Replica Plans
          • Running Halted Replica Plans
          • Resuming Plan Testing
          • Undoing Halted Replica Plans
          • Resetting Halted Replica Plans
    • Working with CDP Replica Plans
      • Creating CDP Replica Plans
        • Step 1. Specify Plan Name and Description
        • Step 2. Choose Plan Scope
        • Step 3. Choose Plan Type
        • Step 4. Add Inventory Groups
        • Step 5. Specify VM Recovery Options
        • Step 6. Add Plan Steps
        • Step 7. Specify Credentials
        • Step 8. Specify Target RTO and RPO
        • Step 9. Select Report Template
        • Step 10. Specify Report Scheduling Options
        • Step 11. Finish Working with Wizard
      • Editing CDP Replica Plans
      • Testing CDP Replica Plans
      • Running and Scheduling CDP Replica Plans
        • Scheduling Failover
        • Running Failover
        • Halting Failover
        • Finalizing Failover
          • Running Permanent Failover
          • Running Failback
          • Committing Failback
        • Undoing Failover
        • Undoing Failback
        • Resetting CDP Replica Plans
        • Halting Plan Testing
        • Managing Halted CDP Replica Plans
          • Running Halted CDP Replica Plans
          • Resuming Plan Testing
          • Undoing Halted CDP Replica Plans
          • Resetting Halted CDP Replica Plans
    • Working with Restore Plans
      • Creating Restore Plans
        • Step 1. Specify Plan Name and Description
        • Step 2. Choose Plan Scope
        • Step 3. Choose Plan Type
        • Step 4. Add Inventory Groups
        • Step 5. Select Recovery Location
        • Step 6. Specify VM Recovery Options
        • Step 7. Add Plan Steps
        • Step 8. Specify Credentials
        • Step 9. Specify VM Protection Options
        • Step 10. Specify Target RTO and RPO
        • Step 11. Select Report Template
        • Step 12. Specify Report Scheduling Options
        • Step 13. Finish Working with Wizard
      • Editing Restore Plans
      • Testing Restore Plans
      • Running and Scheduling Restore Plans
        • Scheduling Restore
        • Running Restore
        • Halting Restore
        • Resetting Restore Plans
        • Halting Plan Testing
        • Managing Halted Restore Plans
          • Running Halted Restore Plans
          • Resuming Plan Testing
          • Resetting Halted Restore Plans
    • Working with Storage Plans
      • Creating Storage Plans
        • Step 1. Specify Plan Name and Description
        • Step 2. Choose Plan Scope
        • Step 3. Choose Plan Type
        • Step 4. Choose Storage Vendor
        • Step 5. Add Inventory Groups
        • Step 6. Specify VM Recovery Options
        • Step 7. Add Plan Steps
        • Step 8. Specify Credentials
        • Step 9. Specify Target RTO and RPO
        • Step 10. Select Report Template
        • Step 11. Specify Report Scheduling Options
        • Step 12. Finish Working with Wizard
      • Editing Storage Plans
      • Testing Storage Plans
      • Running and Scheduling Storage Plans
        • Scheduling Storage Failover
        • Running Storage Failover
          • Running NetApp Storage Failover
          • Running HPE Storage Failover
        • Halting Storage Failover
        • Resetting Storage Plans
        • Halting Plan Testing
        • Managing Halted Storage Plans
          • Running Halted Storage Plans
          • Resuming Plan Testing
          • Undoing Halted Storage Plans
          • Resetting Halted Storage Plans
    • Working with Cloud Plans
      • Creating Cloud Plans
        • Step 1. Specify Plan Name and Description
        • Step 2. Choose Plan Scope
        • Step 3. Choose Plan Type
        • Step 4. Add Inventory Groups
        • Step 5. Select Recovery Location
        • Step 6. Specify VM Recovery Options
        • Step 7. Add Plan Steps
        • Step 8. Specify Target RTO and RPO
        • Step 9. Select Report Template
        • Step 10. Specify Report Scheduling Options
        • Step 11. Finish Working with Wizard
      • Editing Cloud Plans
      • Running and Scheduling Cloud Plans
        • Scheduling Cloud Restore
        • Running Cloud Restore
        • Halting Cloud Restore
        • Resetting Cloud Plans
        • Managing Halted Cloud Plans
          • Running Halted Cloud Plans
          • Resetting Halted Cloud Plans
    • Editing Recovery Plans
      • Configuring Plan Properties
      • Configuring Groups
        • Managing Inventory Groups
        • Setting Group Processing Order
        • Overriding VM Recovery and Protection Settings
      • Configuring Machines
      • Configuring Steps
      • Configuring Step Parameters
    • Testing Recovery Plans
      • Creating Lab Groups
        • Configuring Lab Groups
        • Working with Default Lab Groups
      • Starting On-Demand Plan Test
        • Testing Replica Plans
          • Step 1. Select DataLab
          • Step 2. Choose Power Options
          • Step 3. Add Lab Groups
          • Step 4. Finish Working with Wizard
          • Step 5. Track Test Progress
        • Testing CDP Replica Plans
          • Step 1. Select DataLab
          • Step 2. Choose Power Options
          • Step 3. Add Lab Groups
          • Step 4. Finish Working with Wizard
          • Step 5. Track Test Progress
        • Testing Restore Plans
          • Step 1. Choose Test Method
          • Step 2. Select DataLab
          • Step 3. Select Recovery Location
          • Step 4. Choose Power Options
          • Step 5. Add Lab Groups
          • Step 6. Run Malware Scan
          • Step 7. Finish Working with Wizard
          • Step 8. Track Test Progress
        • Testing Storage Plans
          • Step 1. Select DataLab
          • Step 2. Choose Power Options
          • Step 3. Add Lab Groups
          • Step 4. Finish Working with Wizard
          • Step 5. Track Test Progress
      • Configuring Test Scheduling
        • Step 1. Choose Schedule Scope
        • Step 2. Specify Schedule Name and Description
        • Step 3. Select Plans
        • Step 4. Select DataLab
        • Step 5. Add Lab Groups
        • Step 6. Specify Scheduling Settings
        • Step 7. Choose Restore Options
        • Step 8. Choose Power Options
        • Step 9. Run Malware Scan
        • Step 10. Finish Working with Wizard
        • Step 11. Track Test Progress
      • Viewing Test Results
  • Generating Reports
    • Managing Templates
    • Generating Plan Definition Report
    • Running Plan Readiness Check
    • Viewing DataLab Test Results
    • Viewing Plan Execution History
  • Reviewing Dashboards
    • Administration Dashboard
    • Home Page Dashboard
    • Veeam Threat Center Dashboard
  • Adding Custom Scripts to Veeam Recovery Orchestrator
    • Running Custom Scripts in Orchestrator
    • Configuring Common Parameters
      • Configuring Windows Credentials Parameter
      • Adding Credentials Parameter to Your Script
    • Adding Custom Parameters
    • Using Runtime Parameter Variables
    • Capturing Script Errors and Warnings
    • Adding Custom Script Step to Plan
  • Appendices
    • Appendix A. Recovery Plan Steps
      • Steps Available
        • Check VM Heartbeat
        • Create Cloud VM
        • Generate Event
        • Ping VM Network
        • Prepare DC for DataLab
        • Process CDP Replica VM
        • Process Replica VM
        • Register VM
        • Restore VM
        • Send Email
        • Shutdown Source VM
        • Start Service
        • Veeam Job Actions
        • Verify DNS Port
        • Verify Domain Controller Port
        • Verify Exchange Mailbox
        • Verify Exchange MAPI Connectivity
        • Verify Exchange Services
        • Verify Global Catalog Port
        • Verify Mail Server Port
        • Verify SharePoint URL
        • Verify SQL Database
        • Verify SQL Port
        • Verify Web Server Port
        • Verify Web Site (IIS)
        • VM Power Actions
        • Custom Script
        • Protect VM Group
      • Parameter Variables
    • Appendix B. Getting Technical Support
>User Guide>Deployment>After You Install

After You Install

In this article

    To start working with the Orchestrator UI, you must perform the initial configuration of the Orchestrator server.

    1. Launch the Initial Configuration Wizard.
    2. Configure server settings.
    3. Connect infrastructure components.
    4. Review configuration summary.

    Page updated 4/5/2024

    Page content applies to build 7.2.0.203

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