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Anyone who has faced the tough question of DR strategy will know that only one answer works for some organizations. This is why the right approach depends on the particular options of organizations, their budgets, and the levels of risk they are ready to take. Here's a guide to help you choose:
Start by identifying potential threats: disasters, viruses and worms, hardware breakdowns, mistakes, and fraud. It would help if you ranked each threat based on its potential likelihood: the level of damage it could cause, should the danger become a reality. This analysis will help you determine your Recovery Time Objective (RTO), how long your systems need to be recoverable, and your Recovery Point Objective (RPO), or how much data loss you can afford.
The most basic strategy. Data is regularly backed up to tapes, disks, or cloud storage. In a disaster, you restore from these backups. It's cost-effective but has longer RTOs and RPOs. Best for:
- Small businesses with limited IT resources
- Non-critical systems that can tolerate longer downtimes
Core components of critical systems are always running in the cloud or secondary site, like a pilot light in a gas heater. When disaster strikes, you rapidly scale up these components. Faster than backup/restore but more expensive. Ideal for:
- Medium-sized businesses
- Systems needing RTOs of a few hours
A scaled-down version of your system runs continuously at a secondary site, replicating data from production. It can quickly take over, providing faster RTOs than Pilot Light. However, it's more expensive. Suited for:
- Large enterprises
- Mission-critical systems requiring RTOs under an hour
A fully operational, synchronously replicated system runs at a secondary site. It can take over instantly with virtually no data loss. It's the fastest but also the most expensive. Best for:
- Financial institutions, healthcare
- Systems that can't tolerate any downtime or data loss
Instead of having a 'warm' site where files are copied and can be run in case the primary site fails, you have the backups, replication, and failover in the cloud. They can exemplify this from simple backup to the finest Disaster Recovery as a Service (DRaaS). They include scalability in that the technology can grow from a small scale to a very large scale over time; cost is a big factor where the complexity of the network is not an issue, and ease of deployment of the technology. Good for:
- Organizations of any size
- Those wanting to avoid secondary site costs
Many organizations use a mix of strategies. For example:
- Hot standby for critical databases
- Warm standby for customer-facing apps
- Backup/restore for internal tools
This tiered approach balances cost and resilience.
Numerous components are integrals of many strategies, among which one can enumerate the following: Data replication, as the name suggests, ensures that your secondary site contains up-to-date data. There are two types of communication: synchronous communication, which occurs in real-time, and asynchronous communication, which is real-time but with delays. Failover is transitioning to the second site and can be implemented as a manual or automated action.
It is recommended that DR testing be conducted on a regular basis. This helps improve the different processes and ensure that the staff members are ready. Documentation, which can include aspects such as the system architecture and dependencies and detailed instructions on how to proceed through each recovery step, should also be included.
DR is part of larger Business Continuity Plan (BCP). While DR focuses on IT systems, BCP covers all aspects: facilities, personnel, and communication. They must align. For example, if your BCP requires resuming operations in 2 hours, your DR strategy must support that RTO.
Higher resilience means higher costs. Cloud-based hosting solutions can offer more flexibility, allowing you to pay for full capacity only during disasters. However, there may be bandwidth costs for data replication and concerns about vendor lock-in.
Some industries have strict DR requirements. Healthcare (HIPAA), finance (SOX), and others mandate specific RTOs, RPOs, and data-handling practices. Ensure your strategy complies. Also, security isn't an afterthought—it's integral. A DR site with weak security could be a backdoor for attackers.
It is never easy to select a DR strategy because it is always a game of balancing risk, cost, and business requirements. There is no definite decision that is made and then put to rest now that your organization has grown. Some people appreciate the option of speaking with DR specialists, primarily due to their ability to create custom solutions for further adaptation.
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