Tasks for a new disaster recovery installation - additional applications

Last published : Aug 05, 2026
Before setting up disaster recovery at the secondary site, you must complete the high availability configuration for the application on the primary site.
You can also configure disaster recovery for a primary site that is configured as a replicated data cluster.
After setting up an SFW HA environment on the primary site, you can create a secondary or "failover" site for disaster recovery.
The Disaster Recovery (DR) wizard helps you to clone the storage configuration and the service group configuration from the primary site to the secondary site. You can install the application on the secondary site during the DR wizard workflow.
After service group configuration, the DR wizard helps you set up replication and global clustering (GCO option). You can choose to configure replication using Volume Replicator or an agent-supported array-based hardware replication. The DR wizard can configure required options for the VCS agents for EMC SRDF and for Hitachi TrueCopy. To use the wizard with any other agent-supported array-based replication, you must complete configuring global clustering with the wizard before configuring replication on the array.
The DR wizard is available from the Solutions Configuration Center. Arctera recommends using the Solutions Configuration Center as a guide for installing and configuring disaster recovery.
Note: If you are using non-shared storage (dynamic disk groups monitored using VMNSDg agent), you cannot use the DR wizard to configure disaster recovery. You have to set up DR manually. Refer to the separate workflow table available for configuring DR manually: SeeTable: Non-shared storage: Configuring Disaster Recovery.
This chapter describes the process for any generic application or applications such as FileShare and IIS.
The following table outlines the high-level objectives and the tasks to complete each objective.

Table: Task list for deploying disaster recovery

Objective Tasks
See Reviewing the configuration . Understanding active-passive configuration and site failover in a DR environment
See Configuring the storage hardware and network . - Setting up the network and storage for a cluster environment
- Verifying the DNS entries for the systems on which the application will be installed
See Setting up the secondary site: Configuring SFW HA and setting up a cluster . - Installing InfoScale Enterprise Refer to the Arctera InfoScale® Installation and Upgrade Guide .
- Configuring the cluster using the Cluster Server Configuration Wizard
See Verifying that your application or server role is configured for HA at the primary site . Verifying that the application has been configured for high availability at the primary site
See Setting up your replication environment . Ensuring replication prerequisites for your selected method of replication are met before running the DR wizard
See Assigning user privileges (secure clusters only) . For secure clusters only, assigning user privileges
See Configuring disaster recovery with the DR wizard . - Reviewing prerequisites for the DR wizard
- Starting the DR wizard and selecting a primary site system, the service group, the secondary site system, and the replication method
See Cloning the storage on the secondary site using the DR wizard (Volume Replicator replication option) . (Volume Replicator replication option) Cloning the storage configuration on the secondary
See Creating temporary storage on the secondary site using the DR wizard (array-based replication) . (EMC SRDF, Hitachi TrueCopy, or GCO only replication option) Using the DR wizard to create temporary storage for installation on the secondary site
See Installing and configuring the application or server role (secondary site) . - Reviewing the prerequisite checklist
- Installing the application
See Cloning the service group configuration from the primary site to the secondary site . Cloning the service group configuration from the primary to the secondary site using the DR wizard
See Configuring replication and global clustering . - (Volume Replicator replication) Using the wizard to configure replication and global clustering
- (EMC SRDF replication) Setting up replication and then using the wizard to configure the SRDF resource and global clustering
- (Hitachi TrueCopy) Setting up replication and then using the wizard to configure the HTC resource and global clustering
- (Other array-based replication) Using the wizard to configure global clustering, and then setting up replication
See Verifying the disaster recovery configuration . Verifying that the secondary site has been fully configured for disaster recovery
See Adding multiple DR sites (optional) . Optionally, adding additional DR sites to a Volume Replicator environment
See Possible task after creating the DR environment: Adding a new failover node to a Volume Replicator environment . Completing required tasks when adding a new failover system to either the primary or secondary site in a Volume Replicator environment
See Maintaining: Normal operations and recovery procedures (Volume Replicator environment) . - Monitor replication
- Perform planned migration
- Complete the recovery procedures after the primary site goes down