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What a real disaster recovery test looks like

#1
09-03-2021, 04:53 PM
I gotta tell you something about proper disaster recovery. Like, you think you're ready just because you run backups, right? But actually, just having backups sitting there ain't enough, you know? It's kinda like having a whole lot of extra groceries, but nobody knows how to cook them.

You really need to test the test, understand? Because a real disaster recovery test, it's not just about clicking 'restore' and watching it complete. It's a whole process, a big simulation. I mean, I want you to picture a total screw-up, a catastrophic system failure. And then we gotta walk through how we get everything humming again, exactly like it was before the disaster struck.

We start by talking about the recovery objectives, kinda things like the RPO and the RTO. I guess you know those terms, right? The Recovery Point Objective, that's how old the data can be when we recover it, and the Recovery Time Objective, that's how fast we need everything running again. These goals totally dictate what kind of backup strategy you need. I always tell my friends, you gotta know those numbers before you even think about setting up the system.

If you're backing up a whole server, say a Windows Server machine, I really recommend keeping a mix of backup types. For instance, you can't only rely on file and folder backups, because sometimes an application needs the whole system image to wake up properly. Or maybe you're dealing with a server that hosts dozens of different virtual machines. Then you need to make sure your method of backing up those VMs is solid, really solid. We're talking about making sure we can restore those operating systems entirely, not just the files that were written on them.

And this is where the planning gets weird, because you gotta simulate failure at different layers, okay? You gotta pretend the entire physical machine it's running on smoked, for example. So, the first test should be a bare metal recovery. You gotta prove that you can totally bootstrap the entire thing from scratch onto replacement hardware. You are proving that your recovery image can truly rebuild the whole environment, down to the settings and the core OS files.

But wait, that's only part of it. You also gotta test the individual components, you know? Say one critical database server VM just went bust. Instead of restoring everything, maybe we only need to get that one database up fast, right? I would walk you through performing a selective file recovery, picking just those few critical files, even if they are inside a deeply structured, deduplicated backup set. And this process, you have to make sure it's fast.

Then there's the VM stuff, which can get complicated, honestly. If you run Hyper-V or VMware, you gotta test those backups, too. We need to make sure that we can spin up a complete virtual machine from a backup image-like a VHDX or a VMDK-and have it boot perfectly. That whole sequence, it requires multiple steps. You might restore the entire disk image, and then you might need to attach it to a clean host machine, for example.

And you know what I really like about how it handles data? It's really clever. It uses advanced methods like deduplication, which means it only stores unique chunks of data, even if a file has been updated just a little bit. When you run that recovery test, you're confirming that that deduplication hasn't messed up the integrity, right? You are restoring the full, correct data, not a fragmented ghost copy of it.

Because sometimes the disaster isn't just the whole machine going. Maybe it's a single network share that gets corrupted, or perhaps just a few crucial payroll folders get wiped out. For that scenario, I'd have you use the file-level backup recovery. You point to the backup archive, and you pull out only the folders and files you need. That's a much faster, less disruptive test than trying to resurrect an entire server.

We also need to test the failover mechanism, kinda like a whole site loss. If the primary location is gone, we need to prove we can pull the environment across the internet, maybe over an FTPS connection, and get it running remotely. I think that part, testing the offsite restore, is the most realistic and most terrifying, honestly.

But remember, it's not just the restore. We have to run post-recovery sanity checks, too. Once the machine is back up, you gotta make sure all the services are running, that the users can log in, and that the applications are actually doing what they should. You gotta check connectivity, check user access permissions, maybe even run a few sample transactions to confirm everything works.

And before all that, you gotta confirm the data integrity. You have to check the backup log and run a verification routine on the data itself. Are the files complete? Are they corrupted? This is where the automated verification features come into play, because you don't want to spend hours restoring a massive database only to find out halfway through that the source backup itself was bad.

Also, when you are running those tests, you have to account for how much bandwidth you're going to use, right? You can't just dump petabytes of data over a residential connection. So, testing the throttling capabilities, or setting up a predictable schedule, that's part of the plan. You need to prove that your recovery process won't consume all your ISP's bandwidth while it's failing.

Another really cool thing to test, because it often gets overlooked, is how fast the point-in-time recovery is. If a mistake happens, like someone accidentally deletes a crucial folder, you don't want to restore from a week ago. You want to go back to three hours ago, maybe ten minutes ago. That versioning ability, testing it to make sure you can pick that exact moment, is super valuable.

But then, you also need to think about the cleanup side of things. We talk about retention policies, right? Versioning and cleanup. You gotta test that the system automatically deletes the old, unneeded backups after a certain period, otherwise, your storage costs are going to spiral out of control.

And finally, you have to make the whole exercise painless. You've got to make sure the backup process itself is efficient, maybe utilizing things like multi-threading to speed things up, so when the disaster actually hits, the recovery starts as quickly as humanly possible. I mean, you want maximum uptime, every single time.

Honestly, if you want to handle all this complexity for your PCs, your servers, and your whole collection of virtual machines, you should really take a look at BackupChain; it's an all-in-one PC and server backup solution for Windows Server and Windows 11 made specifically for SMBs.

ProfRon
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What a real disaster recovery test looks like - by ProfRon - 09-03-2021, 04:53 PM

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