Implementing A Business Continuity Architecture

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Presentation for VMworld 2008 on designing choices and decisions for business continuous Computing Infrastructure

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Implementing A Business Continuity Architecture

  1. 1. Designing and Implementing a Business Continuity Architecture Breakout Session #2543 Christopher Janoch Sr. Network Engineer / Architect, Powell Goldstein, LLP September 18, 2008 Christopher.Janoch@pogolaw.com
  2. 2. Designing and Implementing a Business Continuity Architecture A Case Study of: Powell Goldstein, LLP Christopher.Janoch@pogolaw.com
  3. 3. Christopher Janoch Senior Network Engineer / Infrastructure Architect  VMware Certified Professional  DoubleTake Certified Engineer  Zantaz Certified Engineer  ITIL Certified Experience in designing DR and BCP infrastructure in  Legal Industries  Financial Industries  Construction Industries Christopher.Janoch@pogolaw.com
  4. 4. Powell Goldstein, LLP Business View  200 Lawyer Firm (600 Users)  Offices in Atlanta, Washington DC, Dallas, and Charlotte Technical View  Primarily Microsoft-based Technology  200+ Servers Christopher.Janoch@pogolaw.com
  5. 5. High Availability (HA) A system that can provide a continuous service by detecting hardware, node or application failures and automatically reconfiguring the system appropriately.  Fault-Tolerant Disk Array  Redundant Power Source / UPS  Redundant Network Connections  Multiple Endpoint Service Clusters  Failover Clusters Christopher.Janoch@pogolaw.com
  6. 6. Disaster Recovery (DR) A system to aid in the process of restoring operations critical to the resumption of business (communications, data, workspace) after a natural or man-made disaster.  Backup / Restore  4-Hr Replacement Service Contracts  Alternate Staging Site for Servers & Workstations  Rebuild and Reinstall Affected Systems Christopher.Janoch@pogolaw.com
  7. 7. Business Continuity Process (BCP) A system aimed at allowing an organization to continue functioning after (and ideally, during) a disaster, rather than simply being able to recover after a disaster. Christopher.Janoch@pogolaw.com
  8. 8. Why do you need a plan? Christopher.Janoch@pogolaw.com
  9. 9. Protection Strategies are Insurance “Fast, Best, or Cheap – Choose any two!” $$$ vs. SPEED vs. RISK – Choose any two! You get what you pay for, But don’t pay too much! Christopher.Janoch@pogolaw.com
  10. 10. YOU need to be the one with a complete PLAN No one solution or vendor will adequately cover all needs. No one methodology will cover all situations. Christopher.Janoch@pogolaw.com
  11. 11. How do you make a plan? Christopher.Janoch@pogolaw.com
  12. 12. A Team-Oriented Approach is Needed Too many people involved and nothing gets done. Committee Effect Christopher.Janoch@pogolaw.com
  13. 13. A Team-Oriented Approach is Needed Not enough people and nothing gets done thoroughly. Limited Focus and Few Opportunities Christopher.Janoch@pogolaw.com
  14. 14. A Team-Oriented Approach is Needed  Department Management  Project Management  System Engineers  Support Teams  Business Representatives  Vendors / Consultants Christopher.Janoch@pogolaw.com
  15. 15. A Team-Oriented Approach is Needed  Department Management  Project Management BCP  System Engineers DESIGN TEAM  Support Teams  Business Representatives  Vendors / Consultants Christopher.Janoch@pogolaw.com
  16. 16. Ideas & Solutions are Directed to a Core Design Team Business Function Application Staff Users Representatives Engineers User Support Application Manager BCP Design Team Contributions are added by users that know the Applications and Business Functions the best. Christopher.Janoch@pogolaw.com
  17. 17. BCP Compass Where are We? Maintenance Analysis Implementation Solution Design Organizational Vendor Acceptance Selection Christopher.Janoch@pogolaw.com
  18. 18. BCP MAP Where Are We Going? User Access Data Application Services Infrastructure Services Communications Environment Christopher.Janoch@pogolaw.com
  19. 19. BCP MAP Where Are We Going? User Access Data Application Services Infrastructure Services Communications Environment Christopher.Janoch@pogolaw.com
  20. 20. BCP MAP Where Are We Going? User Access Technology Stuff Christopher.Janoch@pogolaw.com
  21. 21. BCP MAP Where Are We Going? User Access Data Most Design Work Application Services Infrastructure Services Most Communications Troublesome Environment Christopher.Janoch@pogolaw.com
  22. 22. Determine your Recovery Objectives Maintenance Analysis Implementation Solution Design Organizational Vendor Acceptance Selection In some cases, the SERVICE is top priority In others the DATA is more critical Don’t Rely on IT’s judgment alone! Christopher.Janoch@pogolaw.com
  23. 23. BCP RULER Christopher.Janoch@pogolaw.com
  24. 24. BCP RULER Christopher.Janoch@pogolaw.com
  25. 25. BCP RULER Christopher.Janoch@pogolaw.com
  26. 26. BCP RULER Recovery Solutions Backup/Restore Backup/Restore Christopher.Janoch@pogolaw.com
  27. 27. Christopher.Janoch@pogolaw.com Recovery Solutions Server Rebuild Backup/Restore Continuous Backup Continuous Backup BCP RULER Backup/Restore
  28. 28. Christopher.Janoch@pogolaw.com Recovery Solutions Server Rebuild Backup/Restore Continuous Backup Cold Standby Server Continuous Backup BCP RULER Backup/Restore
  29. 29. Christopher.Janoch@pogolaw.com Recovery Solutions Server Rebuild Backup/Restore Continuous Backup Cold Standby Server Asynchronous Replication Synchronous Replication Synchronous Replication Asynchronous Replication Continuous Backup BCP RULER Backup/Restore
  30. 30. Christopher.Janoch@pogolaw.com Recovery Solutions Server Rebuild Backup/Restore Continuous Backup Cold Standby Server Asynchronous Replication Synchronous Replication Redundant Systems Synchronous Replication Asynchronous Replication Continuous Backup BCP RULER Backup/Restore
  31. 31. BCP RULER Application Measurement Christopher.Janoch@pogolaw.com
  32. 32. BCP RULER Application Measurement E-MAIL (Exchange) E-MAIL (Exchange) Christopher.Janoch@pogolaw.com
  33. 33. BCP RULER Application Measurement Voicemail System Voice Over IP Christopher.Janoch@pogolaw.com
  34. 34. BCP RULER Application Measurement Litigation Support Files Litigation Support Files Christopher.Janoch@pogolaw.com
  35. 35. Christopher.Janoch@pogolaw.com Application Measurement Litigation Files (ARCHIVE) Litigation Files (ACTIVE) Litigation Files (ACTIVE) Litigation Files (ARCHIVE) BCP RULER
  36. 36. Protection Strategy Decisions Maintenance Analysis Implementation Solution Design Organizational Vendor Acceptance Selection Centralized Services vs. Autonomous Offices Centralizing proved to be more affordable, easier to design, and much easier to maintain Automation vs. Manual Processes Automation simplifies crisis management, but adds new risks Christopher.Janoch@pogolaw.com
  37. 37. Costs must be Contained, Predicted, & Controlled Remember to account for Passive Infrastructure for *every* Replicated System. Beware the cost of adding too much redundancy. Christopher.Janoch@pogolaw.com
  38. 38. The Solution MUST Survive in the Real World “The more they over think the plumbing, the easier it is to stop up the sink” – Scotty (Star Trek) Christopher.Janoch@pogolaw.com
  39. 39. Understand Service & Application Interdependencies Test each system before declaring it PROTECTED Christopher.Janoch@pogolaw.com
  40. 40. Understand Service & Application Interdependencies Test each system before declaring it PROTECTED Christopher.Janoch@pogolaw.com
  41. 41. Understand Service & Application Interdependencies Test each system before declaring it PROTECTED Christopher.Janoch@pogolaw.com
  42. 42. Understand Service & Application Interdependencies Test each system before declaring it PROTECTED Christopher.Janoch@pogolaw.com
  43. 43. Understand Service & Application Interdependencies Test each system before declaring it PROTECTED Document Dependencies for Future Growth and Design Changes Christopher.Janoch@pogolaw.com
  44. 44. BCP MAP Powell Goldstein’s Map User Access Survivable Remote Access Data Data Replication Application Services Virtualization Infrastructure Services Redundant Servers Alternate Service Providers with Communications Diverse Paths Geographically Separate Environment Datacenters Christopher.Janoch@pogolaw.com
  45. 45. Case Study: Powell Goldstein Christopher.Janoch@pogolaw.com
  46. 46. Case Study: Powell Goldstein Christopher.Janoch@pogolaw.com
  47. 47. Case Study: Powell Goldstein Christopher.Janoch@pogolaw.com
  48. 48. Case Study: Powell Goldstein Christopher.Janoch@pogolaw.com
  49. 49. Case Study: Powell Goldstein Christopher.Janoch@pogolaw.com
  50. 50. Case Study: Powell Goldstein Christopher.Janoch@pogolaw.com
  51. 51. Case Study: Powell Goldstein Christopher.Janoch@pogolaw.com
  52. 52. Case Study: Powell Goldstein Christopher.Janoch@pogolaw.com
  53. 53. Case Study: Powell Goldstein Christopher.Janoch@pogolaw.com
  54. 54. Testing & Vendor Selection Maintenance Analysis Implementation Solution Design Organizational Vendor Acceptance Selection Manufacturer designs may not apply in your environment “Your System” will *always* be an exception! Christopher.Janoch@pogolaw.com
  55. 55. Testing & Vendor Selection Products that look similar may not perform the same way. Don’t be afraid of the “little guy” Support Statements to cover your implementation and environment are the Key to reducing future problems. Take the time to compare alternative solutions! Christopher.Janoch@pogolaw.com
  56. 56. You can’t learn “Everything about Everything” Vendor implementation and “Health Checks” Experienced Consultants Continuing Support Contracts Recognize when you need to hire assistance! Christopher.Janoch@pogolaw.com
  57. 57. Organizational Acceptance Maintenance Analysis Implementation Solution Design Organizational Vendor Acceptance Selection A Business Continuity Plan is an Investment A Business Continuity Plan is a Marketable Commodity When Projects are embraced at the top of an organization, they are more easily accepted at the bottom. Christopher.Janoch@pogolaw.com
  58. 58. The Slowest Adaptors may be those closest to you!! The IT Department: Non BCP-Compliant Projects Hesitancy to trust the System “Reasonable” Conversion Delays The “Local” Pilot Group The Blur between Development & Production Christopher.Janoch@pogolaw.com
  59. 59. Implementation Maintenance Analysis Implementation Solution Design Organizational Vendor Acceptance Selection Work your Map from both the Top and Bottom. Starting with the Root Dependencies, protect each service completely before moving to the next. Your next Outage will not wait for you to be ready! Christopher.Janoch@pogolaw.com
  60. 60. Take advantage of Redundant Systems Buy New The new servers become your test lab and allow you to isolate the systems during implementation. Avoid the “Re-wiring the House Live” syndrome Christopher.Janoch@pogolaw.com
  61. 61. The System, Design, and Plan will continue to Change New services will be added to the system. Assumed RTO’s will be proved Incorrect. Technologies will be updated. Designed Solutions won’t work as Planned. Don’t upgrade BCP Key Components without Testing! Christopher.Janoch@pogolaw.com
  62. 62. Implement Change Management NOTHING changes without knowledge and approval EVERYTHING that changes gets documented Identify who will be responsible for the Implementation and Testing of which systems. Standardize Quality Control Checks and Officially Scheduled Tests. Clear Processes for Updates, Changes, and Re-Builds must be Documented and easily available. Christopher.Janoch@pogolaw.com
  63. 63. Ongoing Maintenance Maintenance Analysis Implementation Solution Design Organizational Vendor A New Mindset: Acceptance Selection Business Continuity: Compliant or Not? Regular Testing Don’t just TEST….. USE! Christopher.Janoch@pogolaw.com
  64. 64. BCP Navigational Tools User Access Maintenance Analysis Data Application Services Implementation Solution Design Infrastructure Services Communications Organizational Vendor Acceptance Selection Environment !!!! OUTAGE !!!! RPO RTO MONTHS DAYS HOURS MINUTES SECONDS SECONDS MINUTES HOURS DAYS MONTHS Christopher.Janoch@pogolaw.com
  65. 65. Q&A Breakout Session #2543 Christopher Janoch Sr. Network Engineer / Architect, Powell Goldstein, LLP September 18, 2008 Christopher.Janoch@pogolaw.com

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