Failover operations, Planned failover – HP Matrix Operating Environment Software User Manual

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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.

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.

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:

1.

Shut down the applications and operating system on each Matrix recovery management DR
Protected logical server and each server associated with DR Protected IO services.

2.

Click on the Deactivate... button and the Deactivate Recovery Groups at the Local Site window
will appear.

For more information about the Recovery Groups contained in a Recovery Group Set, select
the Recovery Group Set and click View Recovery Group. A window will appear displaying
the following parameters for each Recovery Group in the Recovery Group Set:

Name

Status

Type

Preferred Site

Secondary Site

Storage Replication Group Name

Failover operations

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