Designing a Backup & DR Strategy
A backup strategy without defined RTO/RPO targets is just hope. This guide builds a measurable, testable DR strategy.
Define RTO and RPO First
| Term | Definition | Question |
|---|---|---|
| RPO | Recovery Point Objective | How much data can we afford to lose? |
| RTO | Recovery Time Objective | How long can we be down? |
Example targets by system tier:
| Tier | System | RPO | RTO |
|---|---|---|---|
| Tier 1 | Core infrastructure (AD, DNS) | 1 hour | 4 hours |
| Tier 2 | Business applications | 4 hours | 8 hours |
| Tier 3 | Development/Test | 24 hours | 48 hours |
The 3-2-1 Rule
- 3 copies of data
- 2 different media types
- 1 offsite copy
Extended 3-2-1-1-0:
- 1 air-gapped or immutable copy
- 0 errors on verified restores
Backup Tiers Implementation
TEXT
Production VM
│
├── Tier 1: Snapshots (every 4h, retain 48h)
│ └── Proxmox/VMware native snapshots
│
├── Tier 2: Daily incremental (retain 30 days)
│ └── Veeam/PBS to on-site backup server
│
├── Tier 3: Weekly full (retain 13 weeks)
│ └── Veeam to off-site backup
│
└── Tier 4: Monthly archive (retain 7 years)
└── Cloud storage (S3/Glacier)Veeam Backup Configuration
POWERSHELL
# Create backup job
Add-VBRViBackupJob -Name "Tier2-Daily" -Server "vcenter.corp.local" -Entities "VM Folder Production" -BackupRepository "OnSite-Backup" -BackupType Incremental -RetainBackups 30 -RunAfterThisJob "Tier1-Snapshots"
# Enable application-aware processing
Set-VBRJobAdvancedViOptions -Job "Tier2-Daily" -EnableVSSQuiescence $trueDR Testing Schedule
| Frequency | Test Type | Duration |
|---|---|---|
| Monthly | Single VM restore test | 2 hours |
| Quarterly | Full application stack restore | 1 day |
| Annually | Full DR failover simulation | 2 days |
DR Runbook Template
MARKDOWN
# DR Runbook: [System Name]
## Contact List
- Primary: [Name] — [Phone]
- Secondary: [Name] — [Phone]
- Vendor: [Company] — [Support number]
## RTO: 4 hours | RPO: 1 hour
## Step 1: Assess Impact (30 min)
- [ ] Identify affected systems
- [ ] Determine failure cause
- [ ] Escalate if needed
## Step 2: Activate DR (1 hour)
- [ ] Access backup site
- [ ] Start restore from [backup location]
- [ ] Verify data integrity
## Step 3: Validation (1 hour)
- [ ] Test application functionality
- [ ] Notify stakeholdersDocument, test, and update runbooks after every DR event.
