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Disaster Recovery: Modernized Best
Practices for JD Edwards & Beyond
Presented by Andy Chase & Paul Shearer

December 4th, 2013
EXPERIENCE. INNOVATION.
© 2013 Velocity Technology Solutions, Inc.
What constitutes a disaster?

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

2
Most Disaster Recovery Discussions Begin Here

Recovery Point Objective (RPO)

Seconds

How much data can
you afford to lose?
Tape Backup

Tape Backup

How much downtime
can you afford to have?

Days
Weeks

Recovery Time Objective (RTO)

EXPERIENCE. INNOVATION.

Minutes

Velocity Proprietary and Confidential

3
Most Disaster Recovery Discussions Begin Here

Recovery Point Objective (RPO)

Seconds

How much data can
you afford to lose? Transaction
Data
Vaulting
Vaulting

Electronic
Backup
Tape
Backup

High
Availability
RPO: last successful
transaction
RTO: <= 2 hours

RPO: 60 minutes
RTO: <= 12 hours

RPO: 24 hours
RTO: 24 hours

How much downtime
can you afford to have?

RPO: 24 hours
RTO: 48 hours

NO DR
RPO: ?
RTO: ?

Days
Weeks

Recovery Time Objective (RTO)

EXPERIENCE. INNOVATION.

Minutes

Velocity Proprietary and Confidential

4
Most Disaster Recovery Discussions Begin Here

Recovery Point Objective (RPO)

Seconds

How much data can
you afford to lose? Transaction
Data
Vaulting
Vaulting

Electronic
Backup
Tape
Backup

High
Availability
RPO: last successful
transaction
RTO: <= 2 hours

RPO: 60 minutes
RTO: <= 12 hours

RPO: 24 hours
RTO: 24 hours

How much downtime
can you afford to have?

RPO: 24 hours
RTO: 48 hours

NO DR
RPO: ?
RTO: ?

Days
Weeks

Recovery Time Objective (RTO)

EXPERIENCE. INNOVATION.

Minutes

Velocity Proprietary and Confidential

5
Disaster Recovery “Benchmark” Data
How many companies that invested in disaster recovery are
completely confident that they could recover all their
applications & data in the event of a disaster?

• 24%
• 27.5%
• 26%
• 10.5%
• 27%
• 10.5%
• 20.5%
• 6.7%

SCUG
HUG
KC RUG
NY/NJ RUG
MARUG
RMUG
OCEAN
InFocus

EXPERIENCE. INNOVATION.

9/11
9/12
10/18
10/18
10/21
10/25
11/19
12/4
Velocity Proprietary and Confidential

6
What do these numbers reveal about DR?

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Velocity Proprietary and Confidential

7
Why the gap?
• “DR Team” already has full-time job
- Production support always trumps DR
- There will always be production issues to resolve

• Lack of executive sponsorship
• Lack of testing
- Testing is not practical
- Business can’t or won’t engage

• Testing not complete
• Too much time since last test
- Plan not up to date
- Too many changes to Production

• Not a business priority
- Not perceived as important

• Lack of skills, understanding, funding, etc.
• Uncertainty of staff availability in actual regional disaster event

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

8
Why are most DR discussion inherently broken?

Recovery Point Objective (RPO)

Seconds

How much data can
you afford to lose? Transaction
Data
Vaulting
Vaulting

Electronic
Backup
Tape
Backup

High
Availability
RPO: last successful
transaction
RTO: <= 2 hours

RPO: 60 minutes
RTO: <= 12 hours

RPO: 24 hours
RTO: 24 hours

How much downtime
can you afford to have?

RPO: 24 hours
RTO: 48 hours

NO DR
RPO: ?
RTO: ?

Days
Weeks

Recovery Time Objective (RTO)

EXPERIENCE. INNOVATION.

Minutes

Velocity Proprietary and Confidential

9
How can we permanently change the way our
organization approaches disaster recovery?
1.

Scratch out Disaster Recovery, write Recoverability
- Disaster Recovery Recoverability Plan
- Disaster Recovery Recoverability Spending
- Disaster Recovery Recoverability Solution
- Disaster Recovery Recoverability Projects

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

10
How can we permanently change the way our
organization approaches disaster recovery?
1.

Scratch out Disaster Recovery, write Recoverability

2.

Define Recoverability

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

11
The Velocity definition of Recoverability

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

12
How can we permanently change the way our
organization approaches disaster recovery?
1.

Scratch out Disaster Recovery, write Recoverability

2.

Define Recoverability

3.

Does Recoverability Matter?

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

13
Does Recoverability Matter?
• Most would say yes,
but results reveal otherwise…

(GAP between Disaster Recovery & Recoverability is not new)

• Did you know?
- SOX, HIPAA, PCI, FERPA do not require Recoverability
(at least Not Yet)
- The Disaster Recovery Check Box vs. Proven Recoverability
- How many CXOs are aware that their companies compliance with SOX,
HIPAA, etc does not actually mean they are Recoverable?

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

14
How can we permanently change the way our
organization approaches disaster recovery?
1.

Scratch out Disaster Recovery, write Recoverability

2.

Define Recoverability

3.

Does Recoverability Matter?

4.

What would it take to Prove Recoverability?

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

15
EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

16
What would it take to Prove Recoverability?
1)
2)
3)
4)
5)
6)

Plan it – Define all components required (create a matrix)
Build it – Implement all the pieces to the puzzle
Test it – Keep testing all pieces until you get it right
Prove it – Testing that includes business users & processes
Maintain it – Keep yourself Recoverable at ALL times
Guard it – Eliminate every potential single point of failure

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

17
EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

18
How can we permanently change the way our
organization approaches disaster recovery?
1.

Scratch out Disaster Recovery, write Recoverability

2.

Define Recoverability

3.

Does Recoverability Matter?

4.

What would it take to Prove Recoverability?

5.

Eliminate single points of failure

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

19
Single Points of Failure in Disaster Recovery
• Not enough DR capacity to run Production
• Recovery facility in same FEMA region

• Recovery team in same region as Production
• Production team responsible for recovery
• Recovery depends on “one” person
• DR “team” lacks application expertise
JD Edwards/Technical Application Expertise
E1, Dev, Web, JAS, 3rd party tools, etc
• Out of date recovery plan, untested plan
• Incomplete testing, unsuccessful or infrequent testing
• DR is an IT exercise rather than Business Process Validation

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

20
Now we are ready to approach RPOs & RTOs

Recovery Point Objective (RPO)

Seconds

How much data can
you afford to lose?
Electronic
Backup
Tape
Backup
No DR

High
Availability
RPO: last successful
transaction
RTO: <= 2 hours

Data
Vaulting
RPO: 60 minutes
RTO: <= 12 hours

RPO: 24 hours
RTO: 24 hours

How much downtime
can you afford to have?

RPO: 24 hours
RTO: 48 hours

NO DR
RPO: ?
RTO: ?

Days
Weeks

Recovery Time Objective (RTO)

EXPERIENCE. INNOVATION.

Minutes

Velocity Proprietary and Confidential

21
How can we permanently change the way our
organization approaches disaster recovery?
1.

Scratch out Disaster Recovery, write Recoverability

2.

Define Recoverability

3.

Does Recoverability Matter?

4.

What would it take to Prove Recoverability?

5.

Eliminate single points of failure

6.

Make the business case

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

22
Make the business case
• “The Problem”
• Common Drivers
-

Compliance
Executive sponsor
Customers
An event

• Tips
-

Tie DR to business initiatives
Speak the truth
Show cost savings
Can you chargeback the business?

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

23
How can we permanently change the way our
organization approaches disaster recovery?
1.

Scratch out Disaster Recovery, write Recoverability

2.

Define Recoverability

3.

Does Recoverability Matter?

4.

What would it take to Prove Recoverability?

5.

Eliminate single points of failure

6.

Make the business case

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

24
How can we permanently change the way our
organization approaches disaster recovery?
1.

Scratch out Disaster Recovery, write Recoverability

2.

Define Recoverability

3.

Does Recoverability Matter?

4.

What would it take to Prove Recoverability?

5.

Eliminate single points of failure

6.

Make the business case

(not toward disaster recovery, where there is no assurance)
EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

25
Key Takeaways from Today

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

26
Key Takeaways from Today

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

27
Get your life back.

One size does not fit all.

Control your Business.

No boundaries.

Go when you’re ready.

Velocity Technology Solutions
Questions?

EXPERIENCE. INNOVATION.

Velocity Proprietary and Confidential

28
Disaster Recovery: Think, Invest & Make
Decisions toward Recoverability
For more information:
Andy.Chase@Velocity.cc, 720-232-3331
Paul.Shearer@Velocity.cc, 803-386-9680
© 2013 Velocity Technology Solutions, Inc.

EXPERIENCE. INNOVATION.

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Disaster recovery: modernized best practices for Oracle's JD Edwards and beyond

  • 1. Disaster Recovery: Modernized Best Practices for JD Edwards & Beyond Presented by Andy Chase & Paul Shearer December 4th, 2013 EXPERIENCE. INNOVATION. © 2013 Velocity Technology Solutions, Inc.
  • 2. What constitutes a disaster? EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 2
  • 3. Most Disaster Recovery Discussions Begin Here Recovery Point Objective (RPO) Seconds How much data can you afford to lose? Tape Backup Tape Backup How much downtime can you afford to have? Days Weeks Recovery Time Objective (RTO) EXPERIENCE. INNOVATION. Minutes Velocity Proprietary and Confidential 3
  • 4. Most Disaster Recovery Discussions Begin Here Recovery Point Objective (RPO) Seconds How much data can you afford to lose? Transaction Data Vaulting Vaulting Electronic Backup Tape Backup High Availability RPO: last successful transaction RTO: <= 2 hours RPO: 60 minutes RTO: <= 12 hours RPO: 24 hours RTO: 24 hours How much downtime can you afford to have? RPO: 24 hours RTO: 48 hours NO DR RPO: ? RTO: ? Days Weeks Recovery Time Objective (RTO) EXPERIENCE. INNOVATION. Minutes Velocity Proprietary and Confidential 4
  • 5. Most Disaster Recovery Discussions Begin Here Recovery Point Objective (RPO) Seconds How much data can you afford to lose? Transaction Data Vaulting Vaulting Electronic Backup Tape Backup High Availability RPO: last successful transaction RTO: <= 2 hours RPO: 60 minutes RTO: <= 12 hours RPO: 24 hours RTO: 24 hours How much downtime can you afford to have? RPO: 24 hours RTO: 48 hours NO DR RPO: ? RTO: ? Days Weeks Recovery Time Objective (RTO) EXPERIENCE. INNOVATION. Minutes Velocity Proprietary and Confidential 5
  • 6. Disaster Recovery “Benchmark” Data How many companies that invested in disaster recovery are completely confident that they could recover all their applications & data in the event of a disaster? • 24% • 27.5% • 26% • 10.5% • 27% • 10.5% • 20.5% • 6.7% SCUG HUG KC RUG NY/NJ RUG MARUG RMUG OCEAN InFocus EXPERIENCE. INNOVATION. 9/11 9/12 10/18 10/18 10/21 10/25 11/19 12/4 Velocity Proprietary and Confidential 6
  • 7. What do these numbers reveal about DR? EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 7
  • 8. Why the gap? • “DR Team” already has full-time job - Production support always trumps DR - There will always be production issues to resolve • Lack of executive sponsorship • Lack of testing - Testing is not practical - Business can’t or won’t engage • Testing not complete • Too much time since last test - Plan not up to date - Too many changes to Production • Not a business priority - Not perceived as important • Lack of skills, understanding, funding, etc. • Uncertainty of staff availability in actual regional disaster event EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 8
  • 9. Why are most DR discussion inherently broken? Recovery Point Objective (RPO) Seconds How much data can you afford to lose? Transaction Data Vaulting Vaulting Electronic Backup Tape Backup High Availability RPO: last successful transaction RTO: <= 2 hours RPO: 60 minutes RTO: <= 12 hours RPO: 24 hours RTO: 24 hours How much downtime can you afford to have? RPO: 24 hours RTO: 48 hours NO DR RPO: ? RTO: ? Days Weeks Recovery Time Objective (RTO) EXPERIENCE. INNOVATION. Minutes Velocity Proprietary and Confidential 9
  • 10. How can we permanently change the way our organization approaches disaster recovery? 1. Scratch out Disaster Recovery, write Recoverability - Disaster Recovery Recoverability Plan - Disaster Recovery Recoverability Spending - Disaster Recovery Recoverability Solution - Disaster Recovery Recoverability Projects EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 10
  • 11. How can we permanently change the way our organization approaches disaster recovery? 1. Scratch out Disaster Recovery, write Recoverability 2. Define Recoverability EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 11
  • 12. The Velocity definition of Recoverability EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 12
  • 13. How can we permanently change the way our organization approaches disaster recovery? 1. Scratch out Disaster Recovery, write Recoverability 2. Define Recoverability 3. Does Recoverability Matter? EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 13
  • 14. Does Recoverability Matter? • Most would say yes, but results reveal otherwise… (GAP between Disaster Recovery & Recoverability is not new) • Did you know? - SOX, HIPAA, PCI, FERPA do not require Recoverability (at least Not Yet) - The Disaster Recovery Check Box vs. Proven Recoverability - How many CXOs are aware that their companies compliance with SOX, HIPAA, etc does not actually mean they are Recoverable? EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 14
  • 15. How can we permanently change the way our organization approaches disaster recovery? 1. Scratch out Disaster Recovery, write Recoverability 2. Define Recoverability 3. Does Recoverability Matter? 4. What would it take to Prove Recoverability? EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 15
  • 17. What would it take to Prove Recoverability? 1) 2) 3) 4) 5) 6) Plan it – Define all components required (create a matrix) Build it – Implement all the pieces to the puzzle Test it – Keep testing all pieces until you get it right Prove it – Testing that includes business users & processes Maintain it – Keep yourself Recoverable at ALL times Guard it – Eliminate every potential single point of failure EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 17
  • 19. How can we permanently change the way our organization approaches disaster recovery? 1. Scratch out Disaster Recovery, write Recoverability 2. Define Recoverability 3. Does Recoverability Matter? 4. What would it take to Prove Recoverability? 5. Eliminate single points of failure EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 19
  • 20. Single Points of Failure in Disaster Recovery • Not enough DR capacity to run Production • Recovery facility in same FEMA region • Recovery team in same region as Production • Production team responsible for recovery • Recovery depends on “one” person • DR “team” lacks application expertise JD Edwards/Technical Application Expertise E1, Dev, Web, JAS, 3rd party tools, etc • Out of date recovery plan, untested plan • Incomplete testing, unsuccessful or infrequent testing • DR is an IT exercise rather than Business Process Validation EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 20
  • 21. Now we are ready to approach RPOs & RTOs Recovery Point Objective (RPO) Seconds How much data can you afford to lose? Electronic Backup Tape Backup No DR High Availability RPO: last successful transaction RTO: <= 2 hours Data Vaulting RPO: 60 minutes RTO: <= 12 hours RPO: 24 hours RTO: 24 hours How much downtime can you afford to have? RPO: 24 hours RTO: 48 hours NO DR RPO: ? RTO: ? Days Weeks Recovery Time Objective (RTO) EXPERIENCE. INNOVATION. Minutes Velocity Proprietary and Confidential 21
  • 22. How can we permanently change the way our organization approaches disaster recovery? 1. Scratch out Disaster Recovery, write Recoverability 2. Define Recoverability 3. Does Recoverability Matter? 4. What would it take to Prove Recoverability? 5. Eliminate single points of failure 6. Make the business case EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 22
  • 23. Make the business case • “The Problem” • Common Drivers - Compliance Executive sponsor Customers An event • Tips - Tie DR to business initiatives Speak the truth Show cost savings Can you chargeback the business? EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 23
  • 24. How can we permanently change the way our organization approaches disaster recovery? 1. Scratch out Disaster Recovery, write Recoverability 2. Define Recoverability 3. Does Recoverability Matter? 4. What would it take to Prove Recoverability? 5. Eliminate single points of failure 6. Make the business case EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 24
  • 25. How can we permanently change the way our organization approaches disaster recovery? 1. Scratch out Disaster Recovery, write Recoverability 2. Define Recoverability 3. Does Recoverability Matter? 4. What would it take to Prove Recoverability? 5. Eliminate single points of failure 6. Make the business case (not toward disaster recovery, where there is no assurance) EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 25
  • 26. Key Takeaways from Today EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 26
  • 27. Key Takeaways from Today EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 27
  • 28. Get your life back. One size does not fit all. Control your Business. No boundaries. Go when you’re ready. Velocity Technology Solutions Questions? EXPERIENCE. INNOVATION. Velocity Proprietary and Confidential 28
  • 29. Disaster Recovery: Think, Invest & Make Decisions toward Recoverability For more information: Andy.Chase@Velocity.cc, 720-232-3331 Paul.Shearer@Velocity.cc, 803-386-9680 © 2013 Velocity Technology Solutions, Inc. EXPERIENCE. INNOVATION.

Editor's Notes

  1. Is it possible to eliminate all single points of failure?
  2. Where are you now?Where would you like to be?Do you have any platform specific questions about any of these scenarios?