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CLOUD RECOVERY SUCCESS:
A TECHNICAL DRaaS GUIDE
How does DRaaS work?
Drill into the process for testing your cloud recovery capabilities
with EVault Senior Manager Jamie Evans as a guide.
from Carbonite
Testing full recoveries of IT environments requires a proven methodology.
Establishing and meeting RTOs, configuring a cloud recovery system, and
tracking your changing environment are all critical components of a successful
cloud recovery operation. In this expert Technical Guide, learn how Jamie Evans,
Senior Manager of Disaster Recovery as a Service (DRaaS) for EVault, helps clients
complete a full recovery of their systems.
Jamie Evans
Senior Manager of Disaster Recovery as a Service (DRaaS)
from Carbonite
No one ever wants a recovery to go south—whether it’s your first or
50th
time completing a data recovery operation. But your organization
will experience a bit more anxiety when it goes to perform its first
recovery using a new solution. If the phrase “successful recovery”, in
your experience, has applied to only a few applications or a limited
set of files, it’s understandable that you may be anxious the first time
you test a recovery of your entire environment. Know this: you can
successfully conduct a full recovery of your environment the first
time as well as every time thereafter.
This is the challenge and opportunity that I face every day in my role:
to deliver successful cloud recovery for my clients no matter what.
While we never guarantee that a recovery will occur without some
hiccups during the process, I can point to the fact that every cloud
recovery that I have overseen has met our agreed upon service levels
THIS IS THE CHALLENGE
AND OPPORTUNITY THAT I
FACE EVERY DAY IN MY ROLE:
TO DELIVER SUCCESSFUL
CLOUD RECOVERY FOR MY
CLIENTS NO MATTER WHAT
whether that guarantee is for a 1-hour recovery, a 24-hour recovery,
a 48-hour recovery, or some combination of all three.
Our best practices are ones we have developed internally over the
years—and we follow them strictly to ensure we can recover any of
our clients’ environments based upon our contractual obligations.
Furthermore, these steps are applicable and transferable to any
environment to enable a successful recovery in the cloud.
Recovery Time Objective Implementation
1 Hour Live Site-to-Site Replication
24 Hour Recover from Cloud Backup
48 Hour Recover from Cloud Backup
EVault Cloud Disaster Recovery Options
from Carbonite
Companies that have already done the prep work
of documenting their environment can greatly
accelerate our information-gathering process and
shorten the time it takes our fulfillment team to
certify that our environment is ready to recover your environment.
Once our environment is properly configured, my team performs the
actual cloud recovery.
During the design call we go beyond the hardware
requirements previously gathered by our fulfillment
team. We work to collect specific information about
the servers we are recovering, the operating systems,
their patch levels, the subnets in use, and the network architecture
they are on.
Nowwehaveadesigndocument.Wesendthattoour
network operations team and they create a VLAN for
us. We connect to that VLAN from inside our VMware
vCenter implementation made accessible through
our private cloud. This configuration gives both us and our clients the
ability to remotely log in and connect via either an SSL VPN link or an
IPSec tunnel once we have recovered their servers.
At this stage, we have a design call with the client.
Our objective is to mimic the client’s site in our
cloud as closely as possible. We do this so that
when the customer accesses its account during an
actual disaster, a declaration of disaster, or in any time of need, its
experience feels the same as if it accessed its own environment.
CLOUD DISASTER RECOVERY
BEST PRACTICES
Configure Your Environment
Create and Connect VLAN
Collect Vital Information
Compare Environments
After a client inks a cloud recovery deal with us, we engage our internal fulfillment team to verify that we can
recover their environment. To do so, we configure our environment to match their environment by following
our internal cloud disaster recovery (CDR) best practices guide. These best practices help us define your
existing environment, see the jobs it’s handling, and the order in which these jobs need to be recovered.
EVault Cloud Recovery Site Configuration
HOW IT WORKS
Customer Site
Mission Critical Servers
SSL VPN Connection to
Cloud After an Outage
EVault Secure Cloud Data Center
Firewall Firewall
Restores
Encrypted
Vault
Warm DR
Environment
Firewall
End User
Internet
•	 Changed data, encrypted,
backed up over the wire
•	 Supported over any distance
•	 Fast and easy recovery
•	 EVault DR experts manage the full recovery process
•	 Customer accesses the cloud environment using SSL VPN connection
Once your environment is documented and we have mimicked your
environment at our site, we do a tested, timed recovery. This test
positions us to say that we know we can meet your RTOs because
we have completed and demonstrated a successful recovery at our
site. That way, should you ever need to call on us to perform an actual
recovery, you can have confidence that it works.
The test serves other purposes as well. It gives us the ability to
appropriately size our environment to match our client’s actual
recovery requirements. For example, many of our clients allocate extra
memory, processing, and/or storage on their production systems so
they can easily and affordably tap into those resources as they grow
over time or so these systems can dynamically handle peak loads.
During a recovery, our clients do not necessarily need access to that
excess capacity and performance. In that case, we allocate only the
resources they need to recover (with a margin of overhead). This
reduces the resources and costs associated with staging a recovery.
Once the environment is built at our site, we present it to our client
for testing. This is a tightly managed process. We schedule timed tests
with our clients. If they have 1-hour, 24-hour, and/or 48-hour recovery
time objectives, that is the amount of time to test. Those are the RTOs
we need to meet to prove to them the recovery works.
SHOULD YOU EVER NEED
TO CALL ON US TO PERFORM
AN ACTUAL RECOVERY, YOU
CAN HAVE CONFIDENCE
THAT IT WORKS
A TESTED, TIMED RECOVERY
A TESTED, TIMED RECOVERY(cont.)
Adhering to this schedule, we have never missed a recovery
service level agreement (SLA) when an actual disaster is declared.
To date, we have responded to more than 50 declarations and
we have met the SLAs associated with each of them.
We have had customers who did not subscribe to our cloud
disaster recovery (CDR) service but because they used our
cloud backup service, they asked us to spin them up in our
cloud. Even in those cases, we recovered their applications and
brought them up at our site without having had the ability to test
it beforehand. While I would never recommend that approach,
that gives you some indication about how well our backup and
recovery process works and the capabilities of our team who
handles these recoveries.
TO DATE, WE HAVE
RESPONDED TO MORE THAN 50
DECLARATIONS AND WE HAVE
MET THE SLAs ASSOCIATED
WITH EACH OF THEM
from Carbonite
DOCUMENTATION
CHEAT SHEET
Once the test is done and the client signs off that the recovery works as planned, we
tear it down. However, we also document the results of our testing and hand that off to
our clients. In many cases, our clients find this documentation as beneficial as proving
that the recovery worked.
These technical details, as well as any other insights we gather during the recovery,
are included in the final document. We do not provide our clients with our internal
disaster recovery plan—EVault treats that as a professional service engagement—but
our clients do receive the documentation they need to develop a framework so they
can conduct a recovery on their own.
The other benefit of having this documentation with the test results is that it may
satisfy either internal or external compliance requirements. This documentation
often goes to their board of directors and potentially may even be shared with their
customers. These test results make their customers feel safe and secure knowing that
the company is recoverable and test results prove it.
The documentation we provide includes:
The site where the recovery took place
The number of servers recovered
The name of each server recovered
The IP address of each server recovered
The fully qualified domain name
The subnet mask
The length of time it took to recover each server
The length of time it took to recover the entire environment
Issues that delayed the anticipated recovery time
Any servers that had to be rebooted and/or repaired
Any requirements to recreate the master boot record
Once you have successfully completed a recovery, you cannot rest
on your laurels. A lot of people do not think about change in their
environment but every environment experiences change. If you
know anything about technology, or if you have been a system or
network administrator, you know change is going to occur. There
are patch level changes, changes that result from hardware failures,
driver changes, and more.
In fact, 20 percent or more of your environment may change over
the course of a year. The percentage of change between tested
recoveries requires that you take one of two steps to ensure
successful recoveries going forward.
The difficulty of maintaining a successful disaster recovery plan
largely depends on the number of changes in your environment
and how effective your internal change control processes are. If
you have a nominal amount of change and tight control over your
environment, you can feel confident about successful recoveries—if
you document every change and continually update your disaster
IN FACT, 20 PERCENT OR MORE OF
YOUR ENVIRONMENT MAY CHANGE
OVER THE COURSE OF A YEAR
recovery plan. Conversely, if you are unable to tightly monitor and
control your environment, it may be easier and faster to start over
each time you do a disaster recovery.
We believe tracking the changes in your environment as they occur
is the more prudent option. It’s true you may miss some changes
that occur, but these gaps can usually be identified and fixed during
your annual, or semi-annual, DR test.
Document changes as they occur
and update your disaster recovery
plan accordingly.
Start over.
from Carbonite
A.
B.
YOUR ENVIRONMENT—IT IS A CHANGIN’
Jamie Evans has worked in IT since 1998, starting on the Sony laptop/desktop
assembly line in Rancho Bernardo, CA. He has experience ranging from system
and network administration to data center operations and consulting. For the last
seven years, Jamie has been focused on the disaster recovery space. He helped
build the EVault Cloud Disaster Recovery business when it started with less than
20 customers. Today his team protects more than 5,000 servers.
Jamie Evans
Senior Manager of Disaster Recovery as a Service (DRaaS)
from Carbonite

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EVault Technical DRaaS Guide_Final

  • 1. CLOUD RECOVERY SUCCESS: A TECHNICAL DRaaS GUIDE How does DRaaS work? Drill into the process for testing your cloud recovery capabilities with EVault Senior Manager Jamie Evans as a guide. from Carbonite
  • 2. Testing full recoveries of IT environments requires a proven methodology. Establishing and meeting RTOs, configuring a cloud recovery system, and tracking your changing environment are all critical components of a successful cloud recovery operation. In this expert Technical Guide, learn how Jamie Evans, Senior Manager of Disaster Recovery as a Service (DRaaS) for EVault, helps clients complete a full recovery of their systems. Jamie Evans Senior Manager of Disaster Recovery as a Service (DRaaS) from Carbonite
  • 3. No one ever wants a recovery to go south—whether it’s your first or 50th time completing a data recovery operation. But your organization will experience a bit more anxiety when it goes to perform its first recovery using a new solution. If the phrase “successful recovery”, in your experience, has applied to only a few applications or a limited set of files, it’s understandable that you may be anxious the first time you test a recovery of your entire environment. Know this: you can successfully conduct a full recovery of your environment the first time as well as every time thereafter. This is the challenge and opportunity that I face every day in my role: to deliver successful cloud recovery for my clients no matter what. While we never guarantee that a recovery will occur without some hiccups during the process, I can point to the fact that every cloud recovery that I have overseen has met our agreed upon service levels THIS IS THE CHALLENGE AND OPPORTUNITY THAT I FACE EVERY DAY IN MY ROLE: TO DELIVER SUCCESSFUL CLOUD RECOVERY FOR MY CLIENTS NO MATTER WHAT whether that guarantee is for a 1-hour recovery, a 24-hour recovery, a 48-hour recovery, or some combination of all three. Our best practices are ones we have developed internally over the years—and we follow them strictly to ensure we can recover any of our clients’ environments based upon our contractual obligations. Furthermore, these steps are applicable and transferable to any environment to enable a successful recovery in the cloud. Recovery Time Objective Implementation 1 Hour Live Site-to-Site Replication 24 Hour Recover from Cloud Backup 48 Hour Recover from Cloud Backup EVault Cloud Disaster Recovery Options from Carbonite
  • 4. Companies that have already done the prep work of documenting their environment can greatly accelerate our information-gathering process and shorten the time it takes our fulfillment team to certify that our environment is ready to recover your environment. Once our environment is properly configured, my team performs the actual cloud recovery. During the design call we go beyond the hardware requirements previously gathered by our fulfillment team. We work to collect specific information about the servers we are recovering, the operating systems, their patch levels, the subnets in use, and the network architecture they are on. Nowwehaveadesigndocument.Wesendthattoour network operations team and they create a VLAN for us. We connect to that VLAN from inside our VMware vCenter implementation made accessible through our private cloud. This configuration gives both us and our clients the ability to remotely log in and connect via either an SSL VPN link or an IPSec tunnel once we have recovered their servers. At this stage, we have a design call with the client. Our objective is to mimic the client’s site in our cloud as closely as possible. We do this so that when the customer accesses its account during an actual disaster, a declaration of disaster, or in any time of need, its experience feels the same as if it accessed its own environment. CLOUD DISASTER RECOVERY BEST PRACTICES Configure Your Environment Create and Connect VLAN Collect Vital Information Compare Environments After a client inks a cloud recovery deal with us, we engage our internal fulfillment team to verify that we can recover their environment. To do so, we configure our environment to match their environment by following our internal cloud disaster recovery (CDR) best practices guide. These best practices help us define your existing environment, see the jobs it’s handling, and the order in which these jobs need to be recovered.
  • 5. EVault Cloud Recovery Site Configuration HOW IT WORKS Customer Site Mission Critical Servers SSL VPN Connection to Cloud After an Outage EVault Secure Cloud Data Center Firewall Firewall Restores Encrypted Vault Warm DR Environment Firewall End User Internet • Changed data, encrypted, backed up over the wire • Supported over any distance • Fast and easy recovery • EVault DR experts manage the full recovery process • Customer accesses the cloud environment using SSL VPN connection
  • 6. Once your environment is documented and we have mimicked your environment at our site, we do a tested, timed recovery. This test positions us to say that we know we can meet your RTOs because we have completed and demonstrated a successful recovery at our site. That way, should you ever need to call on us to perform an actual recovery, you can have confidence that it works. The test serves other purposes as well. It gives us the ability to appropriately size our environment to match our client’s actual recovery requirements. For example, many of our clients allocate extra memory, processing, and/or storage on their production systems so they can easily and affordably tap into those resources as they grow over time or so these systems can dynamically handle peak loads. During a recovery, our clients do not necessarily need access to that excess capacity and performance. In that case, we allocate only the resources they need to recover (with a margin of overhead). This reduces the resources and costs associated with staging a recovery. Once the environment is built at our site, we present it to our client for testing. This is a tightly managed process. We schedule timed tests with our clients. If they have 1-hour, 24-hour, and/or 48-hour recovery time objectives, that is the amount of time to test. Those are the RTOs we need to meet to prove to them the recovery works. SHOULD YOU EVER NEED TO CALL ON US TO PERFORM AN ACTUAL RECOVERY, YOU CAN HAVE CONFIDENCE THAT IT WORKS A TESTED, TIMED RECOVERY
  • 7. A TESTED, TIMED RECOVERY(cont.) Adhering to this schedule, we have never missed a recovery service level agreement (SLA) when an actual disaster is declared. To date, we have responded to more than 50 declarations and we have met the SLAs associated with each of them. We have had customers who did not subscribe to our cloud disaster recovery (CDR) service but because they used our cloud backup service, they asked us to spin them up in our cloud. Even in those cases, we recovered their applications and brought them up at our site without having had the ability to test it beforehand. While I would never recommend that approach, that gives you some indication about how well our backup and recovery process works and the capabilities of our team who handles these recoveries. TO DATE, WE HAVE RESPONDED TO MORE THAN 50 DECLARATIONS AND WE HAVE MET THE SLAs ASSOCIATED WITH EACH OF THEM from Carbonite
  • 8. DOCUMENTATION CHEAT SHEET Once the test is done and the client signs off that the recovery works as planned, we tear it down. However, we also document the results of our testing and hand that off to our clients. In many cases, our clients find this documentation as beneficial as proving that the recovery worked. These technical details, as well as any other insights we gather during the recovery, are included in the final document. We do not provide our clients with our internal disaster recovery plan—EVault treats that as a professional service engagement—but our clients do receive the documentation they need to develop a framework so they can conduct a recovery on their own. The other benefit of having this documentation with the test results is that it may satisfy either internal or external compliance requirements. This documentation often goes to their board of directors and potentially may even be shared with their customers. These test results make their customers feel safe and secure knowing that the company is recoverable and test results prove it. The documentation we provide includes: The site where the recovery took place The number of servers recovered The name of each server recovered The IP address of each server recovered The fully qualified domain name The subnet mask The length of time it took to recover each server The length of time it took to recover the entire environment Issues that delayed the anticipated recovery time Any servers that had to be rebooted and/or repaired Any requirements to recreate the master boot record
  • 9. Once you have successfully completed a recovery, you cannot rest on your laurels. A lot of people do not think about change in their environment but every environment experiences change. If you know anything about technology, or if you have been a system or network administrator, you know change is going to occur. There are patch level changes, changes that result from hardware failures, driver changes, and more. In fact, 20 percent or more of your environment may change over the course of a year. The percentage of change between tested recoveries requires that you take one of two steps to ensure successful recoveries going forward. The difficulty of maintaining a successful disaster recovery plan largely depends on the number of changes in your environment and how effective your internal change control processes are. If you have a nominal amount of change and tight control over your environment, you can feel confident about successful recoveries—if you document every change and continually update your disaster IN FACT, 20 PERCENT OR MORE OF YOUR ENVIRONMENT MAY CHANGE OVER THE COURSE OF A YEAR recovery plan. Conversely, if you are unable to tightly monitor and control your environment, it may be easier and faster to start over each time you do a disaster recovery. We believe tracking the changes in your environment as they occur is the more prudent option. It’s true you may miss some changes that occur, but these gaps can usually be identified and fixed during your annual, or semi-annual, DR test. Document changes as they occur and update your disaster recovery plan accordingly. Start over. from Carbonite A. B. YOUR ENVIRONMENT—IT IS A CHANGIN’
  • 10. Jamie Evans has worked in IT since 1998, starting on the Sony laptop/desktop assembly line in Rancho Bernardo, CA. He has experience ranging from system and network administration to data center operations and consulting. For the last seven years, Jamie has been focused on the disaster recovery space. He helped build the EVault Cloud Disaster Recovery business when it started with less than 20 customers. Today his team protects more than 5,000 servers. Jamie Evans Senior Manager of Disaster Recovery as a Service (DRaaS) from Carbonite