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7 Habits For Highly Effective DR 
Admins 
Henry Baltazar, Senior Analyst 
December 2, 2014
Today’s Presenter 
Henry Baltazar- Senior Analyst, Forrester Research 
SENIOR ANALYST SERVING INFRASTRUCTURE & OPERATIONS PROFESSIONALS 
Henry Baltazar is a senior analyst serving Infrastructure & Operations Professionals. He 
has evaluated and tested storage hardware and software offerings for more than 15 years 
as an industry analyst and as a journalist. Henry advises Forrester clients of data center 
infrastructure technologies including storage virtualization, cloud storage, solid-state 
storage, and primary storage arrays.
How much 
enterprise storage 
grew from 
2010-2012 
of companies 
have a RPO of 
less than 1 hour 
of organizations 
that say IT 
complexity is 
one of their top 
risks 
A new world… by the numbers
4 
Organizations struggle with many of the same backup 
and recovery challenges 
Between 2010 and 
2013, enterprise data 
stores grew by 60% 
Business owners 
have less and less 
tolerance for any 
data loss 
More and more 
companies operate 
close to 24x7 Data 
explosion 
Increasing 
recovery 
demands 
More 
complexity 
and 
heterogeneity 
Need to 
protect mobile 
users 
Limited 
backup 
windows 
44% of companies are 
now using Hyper-V 
About one fifth of 
information workers 
telecommute regularly
Top Causes Of Business Downtime And Impact 
Of Disruption 
May 2014 “The State Of Business Technology Resiliency, Q2 2014” 
© 2014 Forrester Research, Inc. Reproduction Prohibited
Top Causes Of Business Downtime And Impact 
Of Disruption (Cont.) 
May 2014 “The State Of Business Technology Resiliency, Q2 2014” 
© 2014 Forrester Research, Inc. Reproduction Prohibited
Step 1: Build And Refine A Clear DR 
Policy To Match Business Needs And 
Requirements 
7
Step 1: Build And Refine A Clear DR Policy To Match 
Business Needs And Requirements 
§ RPO (Recovery Point Objective). Is defined by business continuity 
planning. It is the maximum tolerable period in which data might be lost 
from an IT service due to a major incident. The RPO gives systems 
designers a limit to work to. 
§ RTO (Recovery Time Objective). Is the targeted duration of time and a 
service level within which a business process must be restored after a 
disaster (or disruption) in order to avoid unacceptable consequences 
associated with a break in business continuity. 
© 2013 Forrester Research, Inc. Reproduction Prohibited 8
More And More Systems Are Considered Critical 
May 2014 “The State Of Business Technology Resiliency, Q2 2014” 
© 2014 Forrester Research, Inc. Reproduction Prohibited
More And More Systems Are Considered Critical 
(Cont.) 
May 2014 “The State Of Business Technology Resiliency, Q2 2014” 
© 2014 Forrester Research, Inc. Reproduction Prohibited
11 
Why cloud for backup and DR? 
Synchronous Replication 
Data Loss 
Asynchronous Replication 
Recovery objectives Services cost 
Recovery from disk This gap can be filled 
Recovery 
from tape 
Seconds 
Minutes 
Hours 
Days 
Hot Sites, 
Warm Sites 
Dedicated IT 
equipment 
Gap 
Cold Sites 
Shared IT equipment 
with virtualized and 
cloud solutions 
$ $$ $$$$
Speed and improved BC/DR are the biggest 
drivers for cloud adoption 
“How important were the following in your firm’s decision to adopt public/hosted private/internal 
Base: 456 North American and European IT decision makers at enterprises who have implemented or have plans to implement IaaS 
Source: Forrsights Hardware Survey, Q3 2013 
private cloud computing IaaS?”
Step 2: Implement And Enforce DR Testing 
Policies
Step 2: Implement And Enforce DR Testing Policies 
§ Test after every change/upgrade/backup 
§ Test servers at a minimum 
§ Test things in combination to ensure you will have a successful recovery 
when needed 
© 2013 Forrester Research, Inc. Reproduction Prohibited 14
DR Testing Is Trending Upward, But Updates 
Still Need Improvement 
May 2014 “The State Of Business Technology Resiliency, Q2 2014” 
© 2014 Forrester Research, Inc. Reproduction Prohibited
DR Testing Is Trending Upward, But Updates 
Still Need Improvement (Cont.) 
May 2014 “The State Of Business Technology Resiliency, Q2 2014” 
© 2014 Forrester Research, Inc. Reproduction Prohibited
Step 3: Geography Matters! Leverage 
Cloud And Colocation Failover Sites
Step 2: Geography Matters! Leverage Cloud And 
Colocation Failover Sites 
§ Utilize multiple sites when possible to maximize protection 
§ Make sure sites are a safe distance apart to avoid the impact of a major 
disaster 
§ Clouds and collocation sites are becoming more popular for DR for 
increasing accessibility and to handle peak loads 
© 2013 Forrester Research, Inc. Reproduction Prohibited 18
In-house sourcing recovery is still favored 
Base: 94 global disaster recovery decision makers and influencers 
© 2013 Forrester Research, Inc. Reproduction Prohibited 19
November 2012 “Don’t Move Your Apps To The Cloud ” 
How To Achieve Higher SLAs On Cloud Platforms
Cloud and colocation adoption for DR sites increase 
There has been 
a 9% 
inc reas e in c loud-­‐bas ed 
provis ioning of rec overy s ites 
“How do you provision your 
recovery sites?” 
Base: 180 global disaster recovery decision makers and influencers 
*Base: 85 global disaster recovery decision makers and influencers 
s inc e 2010. 
© 2013 Forrester Research, Inc. Reproduction Prohibited 21
Average distance between DR sites is about 600 miles 
Base: 85 global disaster recovery decision makers and influencers 
*Base: 180 global disaster recovery decision makers and influencers 
© 2013 Forrester Research, Inc. Reproduction Prohibited 22
Step 4: Warm Up Recovery Sites For Key 
Apps 
23
Step 4: Warm Up Recovery Sites For Key Apps 
§ Make sure failovers can happen with minimal intervention 
§ Negotiate readiness SLAs with your service provider to make sure mission 
critical workloads have low RPO and RTO. 
© 2013 Forrester Research, Inc. Reproduction Prohibited 24
Recovery Time And Recovery Point Actuals 
Lengthen In 2013 
May 2014 “The State Of Business Technology Resiliency, Q2 2014” 
© 2014 Forrester Research, Inc. Reproduction Prohibited
Like on-premise DR, recovery sites vary in temperature 
› Hot cloud site: Recovery cloud is running replica VMs to 
production site using real-time replication. 
• Recovery time objective (RTO) : 0-2 hours 
• Recovery point objective (RPO): 0-24 hours 
› Warm cloud site: Recovery cloud contains offline copies of virtual 
machines that can be spun up during disasters or tests. 
• RTO: 2-6 hours 
• RPO: 0-24 hours 
› Cold cloud site: Recovery cloud contains backups of production 
systems that must be first rehydrated and turned into VMs before 
recovery can occur. 
• RTO: 4-24 hours 
• RPO: 24-48 hours 
$$$ 
$
Think resiliency, not recovery 
Recovery 
Implies downtime and that systems 
must first suffer an outage before 
they can resume normal operations 
Resiliency 
Refers to the ability of a business to 
spring back from a disruption to its 
operations without an outage 
© 2014 Forrester Research, Inc. Reproduction Prohibited 27
Step 5: Analyze Your Networking Needs
Step 5: Analyze Your Networking Needs 
§ Configuration. Make sure primary and DR site configurations are synced 
including key services like DNS. 
§ Connectivity. Test connectivity at your DR failover sites to ensure the 
replacement servers can communicate 
§ Bandwidth. Adequate bandwidth must be provisioned at the failover sites. 
© 2013 Forrester Research, Inc. Reproduction Prohibited 29
Step 6: Fortify Your DR Environment
Step 6: Fortify Your DR Environment 
§ Security. Secondary sites need to be secured just as much as primary 
infrastructure. 
§ Backup up your DR sites. The secondary site becomes a single point of 
failure without a backup. 
© 2013 Forrester Research, Inc. Reproduction Prohibited 31
Regulatory And Legal Pressures Are Driving 
Improvement In DR Capabilities 
May 2014 “The State Of Business Technology Resiliency, Q2 2014” 
© 2014 Forrester Research, Inc. Reproduction Prohibited
Regulatory And Legal Pressures Are Driving 
Improvement In DR Capabilities (Cont.) 
May 2014 “The State Of Business Technology Resiliency, Q2 2014” 
© 2014 Forrester Research, Inc. Reproduction Prohibited
Step 7: Expand The Value Of Your DR 
34
Step 7: Expand The Value Of Your DR 
DR is more than an insurance policy! 
§ Workload migration. In the future the technology in DRaaS will be used to 
facilitate workload migration and cloudbursting. 
§ Test/Dev. Is a good use case for DR infrastructure. 
© 2013 Forrester Research, Inc. Reproduction Prohibited 35
Thank you 
Henry Baltazar 
hbaltazar@forrester.com 
@StorageZar

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7 Habits For Highly Effective DR Admins

  • 1. 7 Habits For Highly Effective DR Admins Henry Baltazar, Senior Analyst December 2, 2014
  • 2. Today’s Presenter Henry Baltazar- Senior Analyst, Forrester Research SENIOR ANALYST SERVING INFRASTRUCTURE & OPERATIONS PROFESSIONALS Henry Baltazar is a senior analyst serving Infrastructure & Operations Professionals. He has evaluated and tested storage hardware and software offerings for more than 15 years as an industry analyst and as a journalist. Henry advises Forrester clients of data center infrastructure technologies including storage virtualization, cloud storage, solid-state storage, and primary storage arrays.
  • 3. How much enterprise storage grew from 2010-2012 of companies have a RPO of less than 1 hour of organizations that say IT complexity is one of their top risks A new world… by the numbers
  • 4. 4 Organizations struggle with many of the same backup and recovery challenges Between 2010 and 2013, enterprise data stores grew by 60% Business owners have less and less tolerance for any data loss More and more companies operate close to 24x7 Data explosion Increasing recovery demands More complexity and heterogeneity Need to protect mobile users Limited backup windows 44% of companies are now using Hyper-V About one fifth of information workers telecommute regularly
  • 5. Top Causes Of Business Downtime And Impact Of Disruption May 2014 “The State Of Business Technology Resiliency, Q2 2014” © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 6. Top Causes Of Business Downtime And Impact Of Disruption (Cont.) May 2014 “The State Of Business Technology Resiliency, Q2 2014” © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 7. Step 1: Build And Refine A Clear DR Policy To Match Business Needs And Requirements 7
  • 8. Step 1: Build And Refine A Clear DR Policy To Match Business Needs And Requirements § RPO (Recovery Point Objective). Is defined by business continuity planning. It is the maximum tolerable period in which data might be lost from an IT service due to a major incident. The RPO gives systems designers a limit to work to. § RTO (Recovery Time Objective). Is the targeted duration of time and a service level within which a business process must be restored after a disaster (or disruption) in order to avoid unacceptable consequences associated with a break in business continuity. © 2013 Forrester Research, Inc. Reproduction Prohibited 8
  • 9. More And More Systems Are Considered Critical May 2014 “The State Of Business Technology Resiliency, Q2 2014” © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 10. More And More Systems Are Considered Critical (Cont.) May 2014 “The State Of Business Technology Resiliency, Q2 2014” © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 11. 11 Why cloud for backup and DR? Synchronous Replication Data Loss Asynchronous Replication Recovery objectives Services cost Recovery from disk This gap can be filled Recovery from tape Seconds Minutes Hours Days Hot Sites, Warm Sites Dedicated IT equipment Gap Cold Sites Shared IT equipment with virtualized and cloud solutions $ $$ $$$$
  • 12. Speed and improved BC/DR are the biggest drivers for cloud adoption “How important were the following in your firm’s decision to adopt public/hosted private/internal Base: 456 North American and European IT decision makers at enterprises who have implemented or have plans to implement IaaS Source: Forrsights Hardware Survey, Q3 2013 private cloud computing IaaS?”
  • 13. Step 2: Implement And Enforce DR Testing Policies
  • 14. Step 2: Implement And Enforce DR Testing Policies § Test after every change/upgrade/backup § Test servers at a minimum § Test things in combination to ensure you will have a successful recovery when needed © 2013 Forrester Research, Inc. Reproduction Prohibited 14
  • 15. DR Testing Is Trending Upward, But Updates Still Need Improvement May 2014 “The State Of Business Technology Resiliency, Q2 2014” © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 16. DR Testing Is Trending Upward, But Updates Still Need Improvement (Cont.) May 2014 “The State Of Business Technology Resiliency, Q2 2014” © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 17. Step 3: Geography Matters! Leverage Cloud And Colocation Failover Sites
  • 18. Step 2: Geography Matters! Leverage Cloud And Colocation Failover Sites § Utilize multiple sites when possible to maximize protection § Make sure sites are a safe distance apart to avoid the impact of a major disaster § Clouds and collocation sites are becoming more popular for DR for increasing accessibility and to handle peak loads © 2013 Forrester Research, Inc. Reproduction Prohibited 18
  • 19. In-house sourcing recovery is still favored Base: 94 global disaster recovery decision makers and influencers © 2013 Forrester Research, Inc. Reproduction Prohibited 19
  • 20. November 2012 “Don’t Move Your Apps To The Cloud ” How To Achieve Higher SLAs On Cloud Platforms
  • 21. Cloud and colocation adoption for DR sites increase There has been a 9% inc reas e in c loud-­‐bas ed provis ioning of rec overy s ites “How do you provision your recovery sites?” Base: 180 global disaster recovery decision makers and influencers *Base: 85 global disaster recovery decision makers and influencers s inc e 2010. © 2013 Forrester Research, Inc. Reproduction Prohibited 21
  • 22. Average distance between DR sites is about 600 miles Base: 85 global disaster recovery decision makers and influencers *Base: 180 global disaster recovery decision makers and influencers © 2013 Forrester Research, Inc. Reproduction Prohibited 22
  • 23. Step 4: Warm Up Recovery Sites For Key Apps 23
  • 24. Step 4: Warm Up Recovery Sites For Key Apps § Make sure failovers can happen with minimal intervention § Negotiate readiness SLAs with your service provider to make sure mission critical workloads have low RPO and RTO. © 2013 Forrester Research, Inc. Reproduction Prohibited 24
  • 25. Recovery Time And Recovery Point Actuals Lengthen In 2013 May 2014 “The State Of Business Technology Resiliency, Q2 2014” © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 26. Like on-premise DR, recovery sites vary in temperature › Hot cloud site: Recovery cloud is running replica VMs to production site using real-time replication. • Recovery time objective (RTO) : 0-2 hours • Recovery point objective (RPO): 0-24 hours › Warm cloud site: Recovery cloud contains offline copies of virtual machines that can be spun up during disasters or tests. • RTO: 2-6 hours • RPO: 0-24 hours › Cold cloud site: Recovery cloud contains backups of production systems that must be first rehydrated and turned into VMs before recovery can occur. • RTO: 4-24 hours • RPO: 24-48 hours $$$ $
  • 27. Think resiliency, not recovery Recovery Implies downtime and that systems must first suffer an outage before they can resume normal operations Resiliency Refers to the ability of a business to spring back from a disruption to its operations without an outage © 2014 Forrester Research, Inc. Reproduction Prohibited 27
  • 28. Step 5: Analyze Your Networking Needs
  • 29. Step 5: Analyze Your Networking Needs § Configuration. Make sure primary and DR site configurations are synced including key services like DNS. § Connectivity. Test connectivity at your DR failover sites to ensure the replacement servers can communicate § Bandwidth. Adequate bandwidth must be provisioned at the failover sites. © 2013 Forrester Research, Inc. Reproduction Prohibited 29
  • 30. Step 6: Fortify Your DR Environment
  • 31. Step 6: Fortify Your DR Environment § Security. Secondary sites need to be secured just as much as primary infrastructure. § Backup up your DR sites. The secondary site becomes a single point of failure without a backup. © 2013 Forrester Research, Inc. Reproduction Prohibited 31
  • 32. Regulatory And Legal Pressures Are Driving Improvement In DR Capabilities May 2014 “The State Of Business Technology Resiliency, Q2 2014” © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 33. Regulatory And Legal Pressures Are Driving Improvement In DR Capabilities (Cont.) May 2014 “The State Of Business Technology Resiliency, Q2 2014” © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 34. Step 7: Expand The Value Of Your DR 34
  • 35. Step 7: Expand The Value Of Your DR DR is more than an insurance policy! § Workload migration. In the future the technology in DRaaS will be used to facilitate workload migration and cloudbursting. § Test/Dev. Is a good use case for DR infrastructure. © 2013 Forrester Research, Inc. Reproduction Prohibited 35
  • 36. Thank you Henry Baltazar hbaltazar@forrester.com @StorageZar