Disaster Recovery Planning Guide

This article is the first part of a multi-part series that discusses disaster recovery (DR) in Google Cloud Platform (GCP). This part provides an overview of the DR planning process: what you need to know in order to design and implement a DR plan. Subsequent parts discuss specific DR use cases with example implementations on GCP.

The series consists of these parts:

Introduction

Service-interrupting events can happen at any time. Your network could have an outage, your latest application push might introduce a critical bug, or you might someday have to contend with a natural disaster. When things go awry, it's important to have a robust, targeted, and well-tested DR plan.

With a well-designed, well-tested DR plan in place, you can make sure that if catastrophe hits, the impact on your business's bottom line will be minimal. No matter what your DR needs look like, Google Cloud Platform (GCP) has a robust, flexible, and cost-effective selection of products and features that you can use to build or augment the solution that is right for you.

Basics of DR planning

DR is a subset of business continuity planning. DR planning begins with a business impact analysis that defines two key metrics:

  • A recovery time objective (RTO), which is the maximum acceptable length of time that your application can be offline. This value is usually defined as part of a larger service level agreement (SLA).
  • A recovery point objective (RPO), which is the maximum acceptable length of time during which data might be lost from your application due to a major incident. This metric varies based on the ways that the data is used. For example, user data that's frequently modified could have an RPO of just a few minutes. In contrast, less critical, infrequently modified data could have an RPO of several hours. (This metric describes only the length of time; it doesn't address the amount or quality of the data that's lost.)

Typically, the smaller your RTO and RPO values are (that is, the faster your application must recover from an interruption), the more your application will cost to run. The following graph shows the ratio of cost to RTO/RPO.

Graph showing that small RTO/RPO maps to high cost.

Because smaller RTO and RPO values often mean greater complexity, the associated administrative overhead follows a similar curve. A high-availability application might require you to manage distribution between two physically separated data centers, manage replication, and more.

RTO and RPO values typically roll up into another metric: the service level objective (SLO), which is a key measurable element of an SLA. SLAs and SLOs are often conflated. An SLA is the entire agreement that specifies what service is to be provided, how it is supported, times, locations, costs, performance, penalties, and responsibilities of the parties involved. SLOs are specific, measurable characteristics of the SLA, such as availability, throughput, frequency, response time, or quality. An SLA can contain many SLOs. RTOs and RPOs are measurable and should be considered SLOs.

You can read more about SLOs and SLAs in the Google Site Reliability Engineering book.

You might also be planning an architecture for high availability (HA). HA doesn't entirely overlap with DR, but it's often necessary to take HA into account when you're thinking about RTO and RPO values. HA helps to ensure an agreed level of operational performance, usually uptime, for a higher than normal period. When you run production workloads on GCP, you might use a globally distributed system so that if something goes wrong in one region, the application continues to provide service even if it's less widely available. In essence, that application invokes its DR plan.

Why GCP?

GCP can greatly reduce the costs that are associated with both RTO and RPO when compared to fulfilling RTO and RPO requirements on premises. For example, traditional DR planning requires you to account for a number of requirements, including:

  • Capacity: securing enough resources to scale as needed.
  • Security: providing physical security to protect assets.
  • Network infrastructure: including software components such as firewalls and load balancers.
  • Support: making available skilled technicians to perform maintenance and to address issues.
  • Bandwidth: planning suitable bandwidth for peak load.
  • Facilities: ensuring physical infrastructure, including equipment and power.

By providing a highly managed solution on a world-class production platform, GCP helps you bypass most or all of these complicating factors, removing many business costs in the process. In addition, GCP's focus on administrative simplicity means that the costs of managing a complex application are reduced as well.

GCP offers several features that are relevant to DR planning, including:

  • A global network. Google has one of the largest and most advanced computer networks in the world. The Google backbone network has thousands of miles of fiber optic cable, uses advanced software-defined networking, and has edge-caching services to deliver fast, consistent, and scalable performance.
  • Redundancy. Multiple points of presence (PoPs) across the globe mean strong redundancy. Your data is mirrored automatically across storage devices in multiple locations.
  • Scalability. GCP is designed to scale like other Google products (for example, search and Gmail), even when you experience a huge traffic spike. Managed services such as App Engine, Compute Engine autoscalers, and Cloud Datastore give you automatic scaling that enables your application to grow and shrink as needed.
  • Security. The Google security model is built on over 15 years of experience with helping to keep customers safe on Google applications like Gmail and G Suite. In addition, the site reliability engineering teams at Google help ensure high availability and prevent abuse of platform resources.
  • Compliance. Google undergoes regular independent third-party audits to verify that GCP is in alignment with security, privacy, and compliance regulations and best practices. GCP complies with certifications such as ISO 27001, SOC 2/3, and PCI DSS 3.0.

DR patterns

DR patterns are considered to be cold, warm, or hot. These patterns indicate how readily the system can recover when something goes wrong. An analogy might be what you would do if you were driving and punctured a car tire.

3 photos of car flat-tire scenarios: no spare; a spare with tools; a run-flat tire.

How you deal with a flat tire depends on how prepared you are:

  • Cold: You have no spare tire, so you must call someone to come to you with a new tire and replace it. Your trip stops until help arrives to make the repair.
  • Warm: You have a spare tire and a replacement kit, so you can get back on the road using what you have in your car. However, you must stop your journey to repair the problem.
  • Hot: You have run-flat tires. You might need to slow down a little, but there is no immediate impact on your journey. Your tires run well enough that you can continue (although you must eventually address the issue).

Creating a detailed DR plan

This section provides recommendations for how to create your DR plan.

Design according to your recovery goals

When you design your DR plan, you need to combine your application and data recovery techniques and look at the bigger picture. The typical way to do this is to look at your RTO and RPO values and which DR pattern you can adopt to meet those values. For example, in the case of historical compliance-oriented data, you probably don't need speedy access to the data, so a large RTO value and cold DR pattern is appropriate. However, if your online service experiences an interruption, you'll want to be able to recover both the data and the customer-facing part of the application as quickly as possible. In that case, a hot pattern would be more appropriate. Your email notification system, which typically isn't business critical, is probably a candidate for a warm pattern.

For guidance on using GCP to address common DR scenarios, review the application recovery scenarios. These scenarios provide targeted DR strategies for a variety of use cases and offer example implementations on GCP for each.

Design for end-to-end recovery

It isn't enough just to have a plan for backing up or archiving your data. Make sure your DR plan addresses the full recovery process, from backup to restore to cleanup. We discuss this in the related documents about DR data and recovery.

Make your tasks specific

When it's time to run your DR plan, you don't want to be stuck guessing what each step means. Make each task in your DR plan consist of one or more concrete, unambiguous commands or actions. For example, "Run the restore script" is too general. In contrast, "Open Bash and run /home/example/restore.sh" is precise and concrete.

Implementing control measures

Add controls to prevent disasters from occurring and to detect issues before they occur. For example, add a monitor that sends an alert when a data-destructive flow, such as a deletion pipeline, exhibits unexpected spikes or other unusual activity. This monitor could also terminate the pipeline processes if a certain deletion threshold is reached, preventing a catastrophic situation.

Preparing your software

Part of your DR planning is to make sure that the software you rely on is ready for a recovery event.

Verify that you can install your software

Make sure that your application software can be installed from source or from a preconfigured image. Make sure that you are appropriately licensed for any software that you will be deploying on GCP—check with the supplier of the software for guidance.

Design continuous deployment for recovery

Your continuous deployment (CD) toolset is an integral component when you are deploying your applications. As part of your recovery plan, you must consider where in your recovered environment you will deploy artifacts. Plan where you want to host your CD environment and artifacts—they need to be available and operational in the event of a disaster.

Implementing security and compliance controls

When you design a DR plan, security is important. The same controls that you have in your production environment must apply to your recovered environment. Compliance regulations will also apply to your recovered environment.

Configure security the same for the DR and production environments

Make sure that your network controls provide the same separation and blocking that the source production environment uses. Learn how to configure Shared VPC and GCP firewalls to let you establish centralized networking and security control of your deployment, to configure subnets, to control inbound and outbound traffic, and so on. Understand how to use service accounts to implement least privilege for applications that access GCP APIs. Make sure to use service accounts as part of the firewall rules.

Make sure that you grant users the same access to the DR environment that they have in the source production environment. The following list outlines ways to synchronize permissions between environments:

  • If your production environment is GCP, replicating IAM policies in the DR environment is straightforward. You can use infrastructure as code (IAC) methods and employ tools such as Cloud Deployment Manager to deploy your Cloud IAM policies to production. You then use the same tools to bind the policies to corresponding resources in the DR environment as part of the process of standing up your DR environment.

  • If your production environment is on-premises, you map the functional roles, such as your network administrator and auditor roles, to IAM policies that have the appropriate IAM roles. The IAM documentation has some example functional role configurations—for example, see the documentation for creating networking and audit logging functional roles.

  • You have to configure IAM policies to grant appropriate permissions to products. For example, you might want to restrict access to specific Cloud Storage buckets.

  • If your production environment is another cloud provider, map the permissions in the provider's IAM to GCP IAM policies. For example, if your production environment is AWS, you can read GCP for AWS Professionals: Management for details.

Verify your DR security

After you've configured permissions for the DR environment, make sure that you test everything. Create a test environment. Use IAC methods that employ tools like Cloud Deployment Manager to deploy your IAM policies to the test environment. Verify that the access that you grant users confers the same permissions that the users are granted on premises.

Make sure users can log in to the DR environment

Similarly, don't wait for a disaster to occur before checking that your users can access the DR environment. Make sure that you have granted appropriate access rights to users, developers, operators, data scientists, security administrators, network administrators, and any other roles in your organization. If you are using an alternative identity system, make sure that accounts have been synced with your Cloud Identity account. Because the DR environment will be your production environment for a while, get your users who will need access to the DR environment to log in, and resolve any authentication issues. Incorporate users who are logging in to the DR environment as part of the regular DR tests that you implement.

To centrally manage who has SSH access to virtual machines (VMs) that are launched, enable the OS login feature on the GCP projects that constitute your DR environment.

Train users

Users need to understand how to undertake the actions in GCP that they're used to accomplishing in the production environment, like logging in, accessing VMs, and so on. Using the test environment, train your users how to perform these tasks in ways that safeguard your system's security.

Make sure that the DR environment meets compliance requirements

Verify that access to your DR environment is restricted to only those who need access. Make sure that PII data is redacted and encrypted. If you perform regular penetration tests on your production environment, you should include your DR environment as part of that scope and carry out regular tests by standing up a DR environment.

Make sure that while your DR environment is in service, any logs that you collect are backfilled into the log archive of your production environment. Similarly, make sure that as part of your DR environment, you can export audit logs that are collected through Stackdriver to your main log sink archive. Use the export sink facilities. For application logs, create a mirror of your on-premises logging and monitoring environment. If your production environment is another cloud provider, map that provider's logging and monitoring to the equivalent GCP services. Have a process in place to format input into your production environment.

Use Cloud Storage as part of your daily backup routines

Use Cloud Storage to store backups. Make sure that the buckets that contain your backups have appropriate permissions applied to them.

Manage secrets properly

Manage application-level secrets and keys by using GCP to host the key/secret management service (KMS). You can use Cloud KMS or a third-party solution like HashiCorp Vault with a GCP backend such as Cloud Spanner or Cloud Storage.

Treat recovered data like production data

Make sure that the security controls that you apply to your production data also apply also to your recovered data: the same permissions, encryption, and audit requirements should all apply.

Know where your backups are located and who is authorized to restore data. Make sure your recovery process is auditable—after a disaster recovery, make sure you can show who had access to the backup data and who performed the recovery.

Making sure your DR plan works

You want to make sure that your planning pays off by making sure that if disaster does strike, everything works as you intend.

Maintain more than one data recovery path

In the event of a disaster, your connection method to GCP might become unavailable. Implement an alternative means of access to GCP to help ensure that you can transfer data to GCP. Regularly test that the backup path is operational.

Test your plan regularly

After you have a DR plan in place, test it regularly, noting any issues that come up and adjusting your plan accordingly. Using GCP, you can test recovery scenarios at minimal cost. It's recommended that you implement the following in order to help with your testing:

  • Automate infrastructure provisioning with Deployment Manager. You can use Cloud Deployment Manager to automate the provisioning of VM instances and other GCP infrastructure. If you're running your production environment on premises, you need to make sure that you have a monitoring process that can start the DR process when it detects a failure and can trigger the appropriate recovery actions.
  • Monitor and debug your tests with Stackdriver Logging and Stackdriver Monitoring. GCP has excellent logging and monitoring tools that you can access through API calls, allowing you to automate the deployment of recovery scenarios by reacting to metrics. When you're designing tests, make sure that you have appropriate monitoring and alerting in place that can trigger appropriate recovery actions.
  • Perform the testing noted earlier:

    • Test that permissions and user access work in the DR environment like they do in the production environmnt.
    • Perform penetration testing on your DR environment.
    • Perform a test in which your usual access path to GCP doesn't work.

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