1. Under the Configuration menu, click Custom Attributes.
2. Click Add.
3. On the Define  Attributes page, configure the options as follows and then click Next:
   
   Name: Protect VM?
   Description: Controls whether or not the VM will be registered with Zerto DR.
   Type: List
   Applies To: Services (VMs, Virtual Services, etc.)
   Edit in Service Portal: Disabled
   
   

   

4. Add the values Yes and No to the list, then click Finish.
   
   
   

1. Under the Configuration menu, click Custom Attributes.
2. Click Add.
3. On the Define  Attributes page, configure the options as follows and then click Next:
   
   Name: Zerto Protection Group
   Description: The name of the Zerto VPG.
   Type: Text
   Applies To: Services (VMs, Virtual Services, etc.)
   Edit in Service Portal: Disabled
   
   

   

4. Select Free Form and click Finish.
   
   

   

   
   

Creating Compatible Services

Creating the Service Form

1. Under the Configuration menu, choose Command Workflows. Click Add.
2. Configure the Name & Type page as follows, then click Next:
   
   Name: Protect with Zerto
   Icon: Choose an appropriate icon
   Target Type: VM
   
   

   

3. Click Add > Execute Script and configure the step as follows, then click Next:
   
   Step Name: Execute Script
   Step Execution: Always execute
   Timeout: 300 Seconds
   Script Output: Capture script output as comment
   When Step Fails: Mark workflow step as failed: do not proceed
   Command Line:
   

    

   powershell.exe  -ExecutionPolicy Bypass -command "&{C:\Scripts\Zerto\Production\ZertovCommanderOrg_Add.ps1 "#{target.organization.name}" "#{target.deployedName}"}"

    

   
   

   

   
   

4. Choose to either Allow everyone to access this workflow or Allow these specific users/groups to access this workflow, using the controls to assign specific users, groups or organizations if selecting the latter. Click Next.
   
   

   

5. Check Display in Service Portal if you want to grant Service Portal users with permission to run command workflows access to register VMs with Zerto. Check Prompt for confirmation, updating the Confirmation Message if you choose. Click Next.

6. Click Finish.

Creating Ownership Policies for Zerto Replication Folders

When there is a failover event, the failing VM is recreated with a functional duplicate. Because the duplicate does not have the same unique vCommander fingerprint, an ownership policy must be in place to make sure appropriate users will have continued access to the VM. You will need to create a policy for each organization's failover location in your infrastructure.

1. Under the Configuration menu, choose Policy. Click Add.
2. On the Choose a Policy page, choose Default Ownership and click Next.
   
   

   

    
   

3. Provide a meaningful Name and Description, then click Next.
   
   

   

4. Using either the Operational or VMs and Templates view type, check all targets in your infrastructure where Zerto will failover VMs for the applicable users/groups/organizations and click Next.
   
   

   

5.  Set the options on the Configure the Policy page as follows, then click Next:
   
   Check Enable Policy 
   Set any desired Action (for example, you might want to run a workflow to notify someone that failover has occurred).
   Organization: choose the appropriate organization
   Login / Email: add any individual or AD security group and click Add.
   Check For any children of the selected target(s), allow the creation of another instance of this policy (allow override) if you need to create another policy in a child location of one or more targets set on the previous page.
   
   

   

6. Click Finish.

Scheduling Zerto to vCommander Synchronization

1. Logged in as an Administrator, open Task Scheduler from the Administrative Tools in the Start Menu.
2. In the Actions pane, click Create Basic Task.
3. Name the task Synchronize Zerto and vCommander and add a meaningful Description. Click Next.
4. Choose to trigger the task Daily and click Next. Choose a time to run the task, and set it to recur every day. Click Next.
   
   

   

5. Choose Start a program and click Next.
6. Click Browse... to locate the PowerShell executable.
7. Add the argument:
   

    

   & 'c:\Scripts\Zerto\ZertovCommander_Sync.ps1'

    

   using the correct path to your copy of the script. Click Next.
   
   

   

8. Click Finish.

1. Under the Configuration menu, click Service Request Configuration.
2. Switch to the Form Designer tab.
3. Under the Form Library section, click Add.
4. Configure the form as follows, then click OK:
   
   Form Name: Unprotect VM - Remove from Zerto
   Form Type: Change Request Form
   Select Publish - Specific Organizations, users and groups and apply to organizations who should be allowed to remove Zerto protection.
   
   

   

5. Configure the form with whatever tools are relevant to your business. You must include the Component Name element and set it as required, at a minimum. Click Save.
   

   

1. Under the Configuration menu, click Service Request Configuration.
2. Switch to the Completion Workflow tab and click Add.
3. Enter an appropriate Name and choose to Apply this workflow: after a Change Request is fulfilled. Click Next.
   
   

   

4. Click Add > Execute Script and configure the step as follows, then click Next:
   
   Step Name: Execute Script
   Step Execution: Execute when conditions are met - #{target.settings.customAttribute['Protect VM?']} -eq "yes"
   
   

   

   
   Timeout: 300 Seconds
   Script Output: Capture script output as comment
   When Step Fails: Mark workflow step as failed: do not proceed
   Command Line:
   

    

   powershell.exe  -ExecutionPolicy Bypass -command "&{C:\Scripts\Zerto\Production\ZertovCommanderOrg_Remove.ps1 "#{request.organization.name}" "#{target.deployedName}"}"

   
   

    

5. Select Apply this workflow to the selected forms and choose the form Unprotect VM - Remove from Zerto, then click Next.
   
   

   

6. Click Finish.