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Druva Documentation

Perform Disaster Recovery

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Overview

This article describes the Automated Disaster Recovery workflow for AWS resources in Druva CloudRanger. With disaster recovery, you can validate RTO and RPO objectives to ensure business continuity with significant cost savings. The disaster recovery testing functionality allows you to test the failover of the Amazon Machine Interface (AMIs) and snapshots defined in the backup policy. Based on the test results, you can expand your resource capacity or select a different target environment to reduce RTO, or choose to increase backup frequency to reduce the RPO. Testing can be run on-demand or automated based on a defined schedule.

The Automated Disaster Recovery workflow in Druva CloudRanger is shown below:

Step Number Steps Description
1 Create an Environment Identify and group the resources that need to be protected.
2 Clone the Environment Create a replica of the source environment in the target region.
3 Setup a backup policy Create backup copies using the backup plan. The backup copies will be used to restore the resources in the target region.
4 Create a Disaster Recovery Plan Define the RTO and RPO - the downtime your organization can manage and the amount of data loss that your organization can absorb.
5 Testing the Disaster Recovery Plan Test the disaster recovery plan before implementing it.
You can also create a schedule to test the disaster recovery plan. 
6 Executing the Disaster Recovery Plan If required, perform the failover with the click of a button.

Before you begin

Before you begin with Automated Disaster Recovery, ensure that you have the following:

  • At least one AWS resource in your account that you want to protect.

  • Access to the accounts if you plan to perform cross-account disaster recovery.

Step 1: Create an environment

This is the first step in setting up Disaster Recovery. In Druva CloudRanger, an environment refers to a logical grouping of your AWS resources that you want to protect in case of a disaster. With Automated Disaster Recovery, you can failback to these resources with the click of a button.

Note: Creating a source environment does not create or update existing resources or configurations in your AWS account.

To create an environment,

  1. Log in to the Druva CloudRanger console.

  2. On the left navigation pane, click Environments.
    ADR_Environments.png

  3. Click Create Environment.

  4. On the Create Environment page, specify the following:
    ADR_Create Environment Page.png
    Field Description
    Overview
    Name The name of the environment.
    Description (Optional) The description of the environment.
    Source Region
    Region

    The storage region where you want to create your source environment. 

    Select the required region from the list. Based on the region selected, the associated VPCs are displayed.

    Add Resources
    VPC

    Select the VPC, which has the resource that you want to protect. All the associated Subnets and Security Groups are selected by default. Uncheck the security or subnet group that you don't want in the environment.

    Note: If the VPC contains an RDS instance, you will have the option to select the DB Subnet Groups.
  5. Click Save Environment.
Step 2: Clone the Environment

The next step is to clone the source environment to a region where you want to failover in case of a disaster. Druva CloudRanger clones the source environment to the region or account that you have selected. Cloning essentially replicates the source infrastructure in the target region, which allows the resources to be failed over quickly and seamlessly.

To clone an environment:

  1. On the left navigation pane, click Environments and then select the environment that you wish to clone.

  2. Click Clone.
    ADR_Clone.png

  3. Select the region where you want to clone the environment. You can also select the account where you want to clone the source environment. So, you can perform cross-account or cross-region cloning.
    ADR_Clone Environment.png

    Note: For cross-account mapping, you need to have access to the account where you want to clone the source environment.
  4. Click Clone.
    The CloudFormation process starts, which can take some time depending on the size. 

    Note: You can view the CloudFormation stack being created and the cloning status on your AWS console.

    Once the clone is ready, you can view the cloned environment in the list of environments. By default, ‘clone’ is appended at the end of the cloned environment name.

Checking the status of the cloning process
  • Status in Druva CloudRanger: You can view the status of the job initiated for the cloning process on the Jobs page. 
    On the left navigation pane, select Jobs, and then click the Disaster Recovery tab.
    ADR_Jobs.png
  • Status on AWS console: You can also view the status of the cloning process within your AWS console. 
    Navigate to CloudFormation and select the region where the environment is being cloned.

Step 3:  Setup a backup policy

You can create a new backup policy or use an existing backup policy to create backups in the cloned or target region. This enables Druva CloudRanger to restore instances using the backup copies.

To create a backup policy, refer to Creating backup policies.

Executing the backup policy

Once you have created the backup policy, make sure that it has been executed at least once so that a backup copy is available at the target location.

To execute a backup policy:

  1. Navigate to Backup Policies on the left navigation menu and select the policy you wish to execute.

  2. Click Execute Now to initiate the backup policy.
    ADR_Execute Now.png

    Note: You can monitor the progress of the backup operation on the Jobs page. The job detail page will show you the progress of the backup operation from the source region and copy to the target region.
Step 4: Create a Disaster Recovery Plan

A disaster recovery plan is a structured set of instructions designed to recover resources in the event of a failure or disaster. Disaster Recovery aims to get you back to the production-ready setup with minimal downtime.

Having a disaster recovery plan in place enables you to:

  • Protect critical resources
  • Quickly restore resources to replicate product ready setup

To create a disaster recovery plan,

  1. Log in to the Druva CloudRanger console. 

  2. On the left navigation pane, click Disaster Recovery Plans.
    ADR_DR Plan.png

  3. Click Create Disaster Recovery Plan.
    ADR_Create DR Plan.png

  4. Specify the following to create a DR plan.
    ADR_DR Plan Detail.png

    Field Description
    Overview
    Name The name of the DR plan.
    Description (Optional) The description of the DR plan.
    Service Level Objective (SLO)
    Recovery Point Objective (RPO) Specify the RPO as per your business policy.

    RPO is the point in time in the past to which you can recover data when a disaster occurs. In other words, RPO defines the amount of data the organization can afford to lose during a disaster.

    Example:

    For an organization with an RPO of 24 hours, where the backup is scheduled daily at 8 PM.
    If a disaster occurs at 7.59 PM, you can recover data that was backed up on the previous day at 8 PM. However, you lose the data generated after the last backup.
    Recovery Time Objective (RTO) Specify the RTO as per your business policy.

    RTO is the amount of time you set for your application to recover from the point-in-time the disaster occurs. In other words, RTO defines the maximum tolerable outage. The application must be restored within its defined RTO to ensure business continuity.

    Example:

    For an organization with an RTO of 30 hours. When a disaster occurs, the organization must recover all its critical IT services within 30 hours from the point in time the disaster occurs.

    Environments
    Source Account The source account is by default the CloudRanger account in which you are currently creating the DR plan.
    Source Environment Select the source environment, applicable within the Source Account.
    Target Account Select the target account. 

    You can select the same source CloudRanger account as the target account.

    Target Environment Select the target environment, applicable within the Target Account specified previously.
    Component Mapping
    Source VPC Based on the Source Environment selection, the Source VPC and associated attributes are listed.
    Target VPC Based on the Target Environment selection, the Target VPC and associated attributes are listed.
    If you have cloned the environment, both Source and Target VPCs are populated.
    Resources
    Create Policy If you do not have a backup policy in place, create a new backup policy using this option.
    Add Resources Add the resources from the source environment that you want to restore.
    Make sure that the Verification column shows a Valid backup policy status. This ensures that the backup policy is frequently executing to save copies of backup as per the RPO defined previously.
    SSH Key Mappings
    Source SSH Key Select the source SSH key.

    To backup encrypted resources onto the Target Environment, you will need to define the encryption keys used in the source environment for the DR plan. 

    The SSH key applies only if the source environment has EC2 or RDS instances that are encrypted.
    Target SSH Key Select the SSH key for the target environment with which you want to encrypt the instance after it is restored.
    Instance Profile Mappings Select the Instance Profile Mapping if the source instance has a specific IAM role attached to it, which governs access to that instance. 
    This applies only if the source environment has an instance managed by a policy that has an associated IAM role. In the case of cross-region or cross-account copy, the IAM role needs to be defined to initiate failover into the target environment.
    Advanced
    Target Instance Type Select the target instance type that should be restored after the failover in the target region. In case, an instance type is not available in the target region, select an option to instruct Druva CloudRanger to:
    • Select an instance type which is large in size based on availability in the target region 
    • Select an instance type which is smaller than the current instance in size based on availability in the target region
    • Fail the creation of instance if the instance type of source region is not available in the target region
    Test Plan Instance Type Select an instance type that will be used during the testing of the disaster recovery plan. Choose an instance type carefully to avoid incurring costs.
    Run Books
    Shutdown source servers after failover Select this option to shut down the servers in the source region after failover to the target region.
  5. Click Save Plan.

Step 5: Testing the Disaster Recovery Plan

Once you have defined your DR plan, it is time to test the DR plan so that you can initiate a failover of resources to the target region, when necessary. You can now easily try this on the resources in the cloned environment without touching your production environment.

To test execute a DR plan:

  1. Navigate to Disaster Recovery Plans on the left navigation menu and select the DR plan you wish to test. 

  2. Click Execute Test.

  3. Select the backup criteria for the failover. Select point in time to define the exact date and time for the failover or select the standard RPO that you have defined in the DR plan. 

  4. Define the Test Retention Period for the instance in the target region, in hours, days, weeks, months, or years.
    ADR_Execute Test.png
  5. Click Confirm.

Automating the test execution of the Disaster Recovery Plan

You can choose the frequency of the schedules where you would like to automatically test created backups by temporarily restoring them to an instance.

To create a test schedule:

  1. Navigate to Disaster Recovery Plans on the left navigation menu and select the DR plan for which to schedule testing. 

  2. Click Create Test Schedule.
    ADR_Create Test Schedule button.png

  3. Set the Create Schedule Tests option to Enabled.
    ADR_Create test Schedule.png

  4. Select the Timezone that applies to the DR test schedule 

  5. Specify the execution schedule.
    For example, Run Test Every weekday at 20:00.

  6. Specify the retention time of the servers in hours, days, weeks, months, or years.
    For example, Delete Servers After 4 weeks.

  7. Click Save.
Step 6: Executing the Disaster Recovery Plan

Once you have tested the disaster recovery plan, you can execute your disaster recovery plan manually, if required. 

To execute the disaster recovery plan:

  1. Navigate to Disaster Recovery Plans on the left navigation menu.

  2. Select the disaster recovery plan and click Execute Failover.
    ADR_DR Execute Failover.png

  3. Select the backup criteria for the failover. Select point in time to define the exact date and time for the failover or select the standard RPO that you have defined in the DR plan.
    ADR-Execute Failover RPO.png

  4. Click Confirm.

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