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The Dream
“Send it to the cloud!”
• Recover to someone
else’s infrastructure
• Only pay for what you use,
when you use it!
The Harsh Reality
• Operational Impact
o Who will be providing the daily
care and feeding of the DR
solution?
• Consistency
o Configuration Drift
o Does your IT staff need to now
make changes in 2 places for
every move in production?
• Costs
o Is the solution a Ferrari? Ford?
Fiero?
o What does it actually cost to
declare? Do you know?
The Challenge:
Complexity
 Lots of VMs…
 Lots of storage…
 Intricate WAN
topology…
 Physical appliances…
 Mainframes…
 Users need access to
input data…
Goals for this Talk
Learn common BCP pitfalls
Strategies to focus your continuity
planning
Streamline your needs analysis
Map tools and techniques to meet those
needs best
Why listen to me?
• Solutions Architect at TierPoint
• I design managed DR and IaaS solutions every day
• I talk to all walks of IT, across many verticals
o People who have implemented their own solutions
o What’s working? What’s not?
o Where’s the mind share?
Common Mistakes in
Business Continuity
Planning
6 Common Blunders
1. Picking a product or solution before defining
requirements fully
2. Designing and pricing solutions before talking to your
internal stakeholders
3. Designing for the “check-box” rather than function
4. Neglecting to test regularly
5. Neglecting to test fail-back
6. Settling for less because of past experiences
Boring….
“I just spun up 10 AWS
instances while you talked.
I’m in the cloud already!”
• You feel like you’ve just
made PROGRESS…
• …but how does it address
your project’s
Success Criteria?
Your DR/BCP Journey
Starts Here
Solution Stage
Plan
Fundamental Drivers of
IT BCP
Solution
RTOs &
RPOs
People
Apps
Confer with
Internal
Stakeholders
Needs Analysis Process
Conduct BIA
Define
RTOs/RPOs
Establish
Distance
Requirements
What’s the 1-3
Year IT
Roadmap?
Your
Needs
BIA Worksheet
Source
What are your priorities?
 How up to date must the data be? (RPO)
 How quickly must it be made available? (RTO)
 Can employees/clients access the data?
 How near or far must this be from [critical site] ?
 What operational overhead does this create for my team?
 How does the cost of DR align with changes to production? Is it
predictable?
 Can I live with a subset of production running at declaration
time?
 Does DR need to have full performance capabilities of
production?
Collect and Aggregate Your
Data
Solution Stage
Plan Collect
Aggregate Your Data
System
Inventory
Network
Diagram
Data
Flow
Diagram
Network
Utilization
Backup
Metrics
Key
People
Mapping Needs To a
Solution
Solution Stage
Plan Collect Map
Solution Approach
1. Easy Wins – native replication or clustering
2. RTOs & RPOs
3. VMs – what can be protected as a portable unit?
4. Physicals
1. Are any pending virtualization?
2. Does it support recovering into a VM?
3. Does it require a matching physical system?
5. Networking
1. What carriers are required?
2. What does the data change rate look like?
6. “Where are the eyeballs?”
1. Is workspace needed to ensure consistent data flow?
7. Security
1. What frameworks must be adhered to?
RTO/RPO Technology
Drivers
Configure
hardware (p or v)
Install
OS
Configure
OS
Install
backup
agent
Start recovery
Restore
VM
Power
on VM
Backup &
Recovery
24+ hr RTO; 24 hr RPO
< 1-4 hr RTO; ~0-15min RPO
Replication
Load
Balanced
High
Availability ~0 hr RTO, ~0 hr RPO
Solution Map
DR Responsibility Matrix
Process Client Provider
DR Declaration Primary
Replication Health Primary
Backup Success Primary
DR Testing Primary Assist
DR Runbook Assist Primary
DR Infrastructure Primary
Bringing it all together
Hybrid Cloud DR
Infrastructure Continuity Approach
• Colocation
• Cloud
o Private
o Public
• Managed Hosting
• Workspace Recovery
• High-Availability
• Replication
o VM
o OS
o SAN
• Backup and Recovery
Summary
1. Focus first on your Applications and
People
2. Derive RTOs and RPOs
3. Collect your data
4. Map requirements to infrastructure
and technologies to best fit those
individual needs
Questions?
Joe.Conlin@TierPoint.com
@joe_conlin

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Hybrid DR in the Cloud - Harford SIM 2015

  • 1.
  • 2. The Dream “Send it to the cloud!” • Recover to someone else’s infrastructure • Only pay for what you use, when you use it!
  • 3. The Harsh Reality • Operational Impact o Who will be providing the daily care and feeding of the DR solution? • Consistency o Configuration Drift o Does your IT staff need to now make changes in 2 places for every move in production? • Costs o Is the solution a Ferrari? Ford? Fiero? o What does it actually cost to declare? Do you know?
  • 4. The Challenge: Complexity  Lots of VMs…  Lots of storage…  Intricate WAN topology…  Physical appliances…  Mainframes…  Users need access to input data…
  • 5. Goals for this Talk Learn common BCP pitfalls Strategies to focus your continuity planning Streamline your needs analysis Map tools and techniques to meet those needs best
  • 6. Why listen to me? • Solutions Architect at TierPoint • I design managed DR and IaaS solutions every day • I talk to all walks of IT, across many verticals o People who have implemented their own solutions o What’s working? What’s not? o Where’s the mind share?
  • 7. Common Mistakes in Business Continuity Planning
  • 8. 6 Common Blunders 1. Picking a product or solution before defining requirements fully 2. Designing and pricing solutions before talking to your internal stakeholders 3. Designing for the “check-box” rather than function 4. Neglecting to test regularly 5. Neglecting to test fail-back 6. Settling for less because of past experiences
  • 9. Boring…. “I just spun up 10 AWS instances while you talked. I’m in the cloud already!” • You feel like you’ve just made PROGRESS… • …but how does it address your project’s Success Criteria?
  • 12. Fundamental Drivers of IT BCP Solution RTOs & RPOs People Apps
  • 14. Needs Analysis Process Conduct BIA Define RTOs/RPOs Establish Distance Requirements What’s the 1-3 Year IT Roadmap? Your Needs
  • 16. What are your priorities?  How up to date must the data be? (RPO)  How quickly must it be made available? (RTO)  Can employees/clients access the data?  How near or far must this be from [critical site] ?  What operational overhead does this create for my team?  How does the cost of DR align with changes to production? Is it predictable?  Can I live with a subset of production running at declaration time?  Does DR need to have full performance capabilities of production?
  • 20. Mapping Needs To a Solution
  • 22. Solution Approach 1. Easy Wins – native replication or clustering 2. RTOs & RPOs 3. VMs – what can be protected as a portable unit? 4. Physicals 1. Are any pending virtualization? 2. Does it support recovering into a VM? 3. Does it require a matching physical system? 5. Networking 1. What carriers are required? 2. What does the data change rate look like? 6. “Where are the eyeballs?” 1. Is workspace needed to ensure consistent data flow? 7. Security 1. What frameworks must be adhered to?
  • 23. RTO/RPO Technology Drivers Configure hardware (p or v) Install OS Configure OS Install backup agent Start recovery Restore VM Power on VM Backup & Recovery 24+ hr RTO; 24 hr RPO < 1-4 hr RTO; ~0-15min RPO Replication Load Balanced High Availability ~0 hr RTO, ~0 hr RPO
  • 25. DR Responsibility Matrix Process Client Provider DR Declaration Primary Replication Health Primary Backup Success Primary DR Testing Primary Assist DR Runbook Assist Primary DR Infrastructure Primary
  • 26. Bringing it all together
  • 27. Hybrid Cloud DR Infrastructure Continuity Approach • Colocation • Cloud o Private o Public • Managed Hosting • Workspace Recovery • High-Availability • Replication o VM o OS o SAN • Backup and Recovery
  • 28.
  • 29. Summary 1. Focus first on your Applications and People 2. Derive RTOs and RPOs 3. Collect your data 4. Map requirements to infrastructure and technologies to best fit those individual needs

Hinweis der Redaktion

  1. Mitigate Risk with Hybrid Disaster Recovery in the Cloud Pragmatic Business Continuity for Non-Trivial Environments
  2. When I talk to people about Disaster Recovery solutions, it usually starts with a tenor similar to this:
  3. The ideal sounds great, but it’s not that easy. These are questions that you must ask and think about Operational Impact Is your team now doing double duty for the second environment? Consistency Is it a point-in-time solution or sustainable? Costs What does it cost to declare? Predictable?
  4. I’ll share strategies for quickly performing needs assessment & then mapping technologies and solutions to find the best comprehensive approach Modern tools and techniques greatly enhance the capabilities for recovery, but it is rare that one-size-fits-all You need to ensure your business can keep running under any scenario with the least amount of impact & friction possible.
  5. I work as a Solutions Architect at TierPoint, a national cloud, managed services, colocation and DR service provider. We’re the smaller, easy-to-do-business-with alternative to Terremark, Rackspace, Savvis, and the like. I design managed DR and IaaS solutions every day I talk to all walks of IT across multiple verticals I hear what’s working, what’s not and can relay what I’m seeing and hearing to you!
  6. Kick it off with some of the common missteps I see (and have done myself)
  7. If you walk into your DR planning with a point product or tool as your guiding principle, you’re in for a tough time. I’ve seen client have to go back to the drawing board because they havent consulted internally first to level-set. Security is a big one here. Are you looking to do “good enough” to pass an audit? Or do you need this to actually WORK? Testing takes 2 to tango. Like patching, it’s best to keep this as a scheduled routine (annually works for most) When you do your DR tests, are you also testing the fail-back? Don’t settle for less because replication was expensive when you last looked 5 years ago. Things have changed!
  8. If they laugh here then they hate you
  9. To create a functional and sustainable business continuity plan, you must start at the beginning with the basics Timing: quick
  10. Before you make any blunders you need to plan! Timing: quick
  11. In my experience, these are the key drivers in an IT Biz continuity plan Your Applications Drives IT infrastructure needs (network, compute, storage, security) Consumed by employees and clients People “Where are the eyeballs” RTOs & RPOs
  12. Reflect on those key drivers, and then discuss with your internal stakeholders Internal DR teams Special interest groups task forces
  13. A business impact analysis (BIA) predicts the consequences of disruption of a business function and process and gathers information needed to develop recovery strategies Resultant from the BIA, a set of requirements should emerge RTOs & RPOs Distance Requirements for DR
  14. The BIA should identify the operational and financial impacts resulting from the disruption of business functions and processes. Impacts to consider include: Lost sales and income Delayed sales or income Increased expenses (e.g., overtime labor, outsourcing, expediting costs, etc.) Regulatory fines Contractual penalties or loss of contractual bonuses Customer dissatisfaction or defection Delay of new business plans
  15. You’ve talked internally You’ve done the BIA Now prioritize the details Walk through the 8 points (Halfway through preso)
  16. Go quick
  17. Planning Complete, time to start collecting the Data!
  18. Spreadsheet of systems – cpu/ram/storage/p or v/OS/Apps/RTOs RPOs Network Diagram – how does everything connect together? Data flow Diagram – how does data flow between the systems? Network Utilization – LAN and WAN utilization metrics Backups – whats a nightly backup run look like? How much protected data?
  19. Let’s take a look at how needs can map to solutions Timing Quick
  20. Final Step! Timing: quick
  21. Now that needs have been established, lets look at mapping to solutions first, some applications are best served as live replicas, such as active directory. These take precedence Next, look at the RTOs and RPOs for order of magnitude for the solution’s design. VMs can offer portability and should be examined next Physical – includes appliances, PBXes, DB servers, etc. Networking – are we using an existing network? MPLS? Look at backup data in prod to understand the daily change rate and impact to WAN Eyeballs – how do users interact with this environment? Do you need workspace to ensure local proximity? Security – what frameworks must be adhered to? Is the org comfortable with shared resources?
  22. The RTOs and RPOs will impact the technology selected by nature of design While some technologies can fit other brackets, results may vary.
  23. Talk to the different approaches for each layer Workspace App Repl and HA (SQL, AD, Exchange) OS Repl (DoubleTake, Arcserv) VM Replication (CBT tools like vSphere Repl, Veeam, Zerto) SAN Replication (Recover Points/EMC, SnapMirror, etc) Backup and Recovery – Commvault etc
  24. An example of a DRaaS Resp. Matrix What responsibilities for DR do you want?
  25. What are we saying when we talk about “Hybrid Disaster Recovery?” It can be a blend of infrastructures and continuity approaches These should be RESULTANT from the foundational planning!
  26. You may very well find your “hybrid” approach to look like this