John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring...

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John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013 MMUG Cleveland OH

Transcript of John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring...

Page 1: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

MMUG Cleveland OH

John Graham – STRATEGIC Information Group

Steve Lamb - QAD

Disaster Recovery PlanningMMUG Spring 2013

March 19, 2013 Cleveland, OH

03/19/2013

Page 2: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Menu

Statistics

Definitions

Example high level tasks

Questions

Page 3: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Shocking Statistics

• 43% of companies experiencing disasters never re-open.

• 29% close within two years.

Source - McGladrey and Pullen

Page 4: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

More Statistics

93% of businesses that lost their data center for 10 days went bankrupt within one year.

Source - National Archives & Records Administration

Page 5: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Shocking Statistics

40% of all companies that experience a major disaster will go out of business if they cannot gain access to their data within 24 hours.

Source - Gartner

Page 6: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Definitions

• Business Continuity• Disaster Recovery• Business Recovery• High Availability• Redundancy• ColdSite• WarmSite• HotSite

• Mission Critical• RPO• RTO

Page 7: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Business Continuity

• (BC): Planning to ensure the continuity of business critical functions in the event of a major unplanned service failure or disaster

• Includes key aspects such as personnel, facilities, crisis communication, project management and change control. A BC strategy includes a Disaster Recovery Plan (DRP) for IT related infrastructure recovery.

• An all encompassing term covering both disaster recovery planning and business resumption planning

Page 8: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Disaster Recovery

• (DR): Part of a larger Business Continuity plan that includes processes and solutions to restore business critical applications, data, hardware, communications (such as networking) and other IT infrastructure.

• Can also include measures to protect against other unplanned events such as the failure of an individual server or shorter service interruptions

Page 9: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Business Recovery

• The common critical path that all companies follow during a recovery effort. There are major nodes along the path which are followed regardless of the organization. The process includes: – Immediate response, – Environmental restoration or relocation– Functional restoration – Data recovery and synchronization – Restore business functions – Return to normal

Page 10: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

High Availability

• (HA): A system or component that is continuously operational for a desirably long length of time.

• Usually includes redundant local systems

Page 11: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Redundancy

Systematically using multiple sources, devices or connections to eliminate single points of failure that could completely stop the flow of information.

Page 12: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Mission Critical Systems

Systems or applications that are essential to the functioning of your business and its processes.

Page 13: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Recovery Point Objective

(RPO): The age of files that must be recovered for normal operations to resume if a system goes down as a result of a failure.

Page 14: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Recovery Time Objective

(RTO): The maximum tolerable length of time that a computer, system, network or application can be down after a failure or disaster occurs.

Page 15: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Coldsite

• An alternate facility that is void of any resources or equipment except air-conditioning, raised flooring and power.

• Equipment and resources must be installed in such a facility to duplicate the critical business functions of an organization.

Page 16: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Warmsite

• An alternate processing site which is only partially equipped

• As compared to Hot Site which is fully equipped

Page 17: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Hotsite

• A DR facility fully equipped with the equipment, network connections and environmental conditions necessary for restoring your data and getting your systems up and running instantly.

• unlike coldsites and warmsites, which are not ready to go in an instant

Page 18: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Availability vs. DR

• There's a huge difference between disaster prevention (Availability) and disaster recovery.

• Both are necessary. But the former only mitigates the risk of downtime. The latter ensures quick recovery in the event of downtime.

Page 19: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

High Availability

DATA CENTER LEVEL• Utility Power and UPS• Generator• Core Networking• Security• HVAC• Fire Prevention• Monitoring

• CONFIGURATION LEVEL• Power• Network Devices• Security Devices• Server Clustering• Storage• Encryption & Policies

Page 20: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

DISASTER RECOVERY

• Backup & Retention• Data Replication• Application Recovery• Server Recovery• DR Assessment• DR Plan Testing

Page 21: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

High Level Tasks

• Perform Needs Analysis/Discovery• Identify Requirements Based on Analysis• Identify Recovery Time Objectives• Identify Recovery Point Objectives• Perform Initial Design• Review Initial Design• Implement Design• Test Plan

Page 22: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Identify Requirements Based on Analysis

• Facilities• Hardware• System / Applications

Page 23: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Identify Recovery Time Objectives

• Per System / Application

Page 24: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Identify Recovery Point Objectives

• Per System / Application

Page 25: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Example RTO/RPO Analysis

Mission Critical Systems

Application Preferred RTO Preferred RPO Compromised RTO

Compromised RPO

QAD 4 0 8 Last Backup

Gentran 4 0 8 Last Backup

Active Directory

4 0 8 Last Backup

Exchange 4 0 8 Last Backup

Page 26: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Initial Design

• Identify disaster recovery project members• Perform Risk Analysis• Define high-level recovery strategy• Define costs associated with strategy

Page 27: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Review Initial Design

• Justify costs to risk analysis

Page 28: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Detailed Design

• Architect systems & recovery.• Create detailed project plan.

Page 29: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Implement Design

• Procure facilities, equipment, and software.• Build recovery site.

Page 30: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Test Plan

• Test Plan

Page 31: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Summary

• Potential ramifications of a disaster without a plan

• Definitions of a few important terms

• Key tasks to develop and implement a plan

Page 32: John Graham – STRATEGIC Information Group Steve Lamb - QAD Disaster Recovery Planning MMUG Spring 2013 March 19, 2013 Cleveland, OH 03/19/2013MMUG Cleveland.

Questions