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LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems Recovery January 29, 2013 3:45 - 5 PM New York Hilton

LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Page 1: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

LegalTech® New York January 29 – 31, 2013

LegalTech® New York January 29 – 31, 2013

Protecting Your Crown Jewels in a Virtual World: Strategic

Systems RecoveryJanuary 29, 2013

3:45 - 5 PMNew York Hilton

Page 2: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

LegalTech® New York 2013 2

Speakers:

• Marcus Bluestein, Kraft Kennedy, Moderator

• Steven Shock, Irell & Manella LLP • Jim McCue, Rodey Law Firm• Steve Skidmore, Martin, Clearwater &

Bell LLP

Page 3: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Industry Trends

Marcus BluesteinChief Technology OfficerKraft [email protected]

Page 4: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Industry TrendsUse of server virtualization increase again…

Page 5: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Industry Trends…as does use of SANs.

Firms using SANs

0

10

20

30

40

50

60

70

80

90

2012 2011 2010 2009

Page 6: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Industry Trends

Traditional backup systems are declining

Page 7: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Industry TrendsFirms increase use of disk-based backup

Page 8: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Industry Trends…increase use of replication technology,

Page 9: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Industry Trends…and slowly begin to explore online backup.

Page 10: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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RPO and RTORECOVERY POINT OBJECTIVE (RPO)The amount of data loss associated with a service failure.

The Recovery Point Objective (RPO) is the point in time to which you must recover data as defined by your organization. This is generally a definition of what an organization determines is an "acceptable loss" in a disaster situation. If the RPO of a company is 2 hours and the time it takes to get the data back into production is 5 hours, the RPO is still 2 hours. Based on this RPO the data must be restored to within 2 hours of the disaster.

RECOVERY TIME OBJECTIVE (RTO)The amount of downtime associated with a service failure.

This is meant to describe the amount of time between when a service becomes unavailable to users and when service is restored. This includes time to try to fix the problem without resorting to the recovery procedures, the time to enact the recovery process, testing of the recovered system and communication to the users.

Page 11: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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RPO and RTO

ApplicationPerceived

RTOPerceived

RPOAchievable

RTOAchievable

RPODesired

RTODesired

RPO

Messaging            

DMS            

Accounting            

Lit Support            

Remote Access

           

CRM            

Docketing            

HR            

Records Management

           

Knowledge Management

           

Other practice area specific systems

           

Applications

Page 12: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Strategic Disaster Recovery with Exchange

2010

Steven ShockChief Technology OfficerIrell & Manella [email protected](310) 203-7511

Page 13: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Irell & Manella LLP

• 450 users• 2 Offices• IP Litigation

• Concierge Service

• Retention Policy

Page 14: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Irell Environment

• Los Angeles Primary Data Center• Newport Beach Data Center• Arizona Data Center• HP Server – DL 380: 20 Hosts• HP Storage – HP P4000 Lefthand: 1.5 Petabyte raw storage• VMWare 5.1 - SRM• Cisco Nexus Core Switching• MPLS – 100mbps each location• Watchguard Branch Office VPN – LA & AZ

Page 15: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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BASIC CONCEPTS

Page 16: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Client Connections

MAPI Connects through the CAS Role

What “Mailbox” Server is listed in Outlook Profile?

Page 17: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Database Availability Group• Replication Boundary

• High Availability vs. Site Resiliency– HA is Site-based– Site Resiliency Across Sites

• Consider Recovery Objectives

• Quorum Isolation

Page 18: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Redundancies• Servers / VMs• Load Balancing

• Multiple Database Copies

• Shadow Redundancy

Page 19: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Design Philosophy• New Design Philosophy

– Recovery Objectives– Database Design

• Dependent on Environment– Simple– Complex– Moderately Complex

• Staggering Number of Options!

Page 20: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Design Options

• High Availability• Exchange Native• VMware• Third Party On-premise• Third Party Email

Continuity

• Client Connectivity • Outlook AnyWhere• Outlook WebApp• SSLVPN / UAG• Mobile Devices• MDM

• Replication • Exchange Native• Third Party Software• SAN-based• Future Integration

• Disaster Recovery• Exchange Native• Third Party Email

Continuity• Third Party On-premise

• Software Based• SAN Solutions

Too Many Options!

Page 21: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Recovery Objectives• Reasonable Objectives are Usually Exceeded

– Don’t Increase Firm Expectations!

• What Failures are you Designing for?– Failure Domain(s)

• Time Objective (RTO)

• Point Objective (RPO)

Page 22: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Database• Design Philosophies: Old and New

– Policy– Backups– Recovery Objectives

• Large Databases

• Archive Database

• Lagged Copies

Page 23: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Database

• Single Item Recovery

• Recovery Database

• Override Mount Dial

• Offline Database Copy Seeding – http://blogs.technet.com/b/timmcmic/archive/2011/07/12/exchange-2010-using-v

ss-to-perform-an-online-offline-database-seed.aspx

Page 24: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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CAS / Hub Roles

• Multiple Servers Hosting Roles

• Production and DR

• NLB for CAS

• Hub – Native HA

Page 25: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Network / WAN

• WAN Redundancy– Links– Carriers– Equipment

• Replication Network

• DAG Replication Maximum Latency– Adjust Cluster Settings?

Page 26: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backup / Recovery

Page 27: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Other Options• HA at Virtualization Level

• SAN Replication– Database or Full Environment

• Managed & Cloud Services

Page 28: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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DR Testing

• Worse Than a Disaster?

• Full Failover vs. Unit Testing

• VMware / Site Recovery Manager– Restore Environment in a “Bubble”– Restoring DAG Can be Difficult– Consider New Server and Database Portability

Page 29: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Site Failover

• Database Failover• Activation Blocking• CAS Proxying

• Site Failover– Start/Restore DAG– Update DNS

• Internet Mail

Page 30: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Site Failback• Restore / Resume Servers

• Resume / Update Database Copies

• Verify Health

• Failover Databases

• Update DNS

Page 31: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Lessons Learned - 1• NLB / Kerberos Authentication

– Consider DR site – http://technet.microsoft.com/en-us/library/ff808312.aspx

• DAG in a Single Site?– Put DAG in DAC Mode Anyway– DatacenterActivationMode [DAGName] –DatacenterActivationMode

DAGOnly

• Only One CAS Server?– Still Consider using CASArray Setting– Future Growth

Page 32: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Lessons Learned - 2

• Failback URL– http://blogs.technet.com/b/mbaher/archive/2010/11/27/robert-s-rules-o

f-exchange-namespace-planning.aspx

• Namespace Considerations– Internet Name(s)– MAPI– Don’t Mix!

Page 33: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Steven ShockChief Technology OfficerIrell & Manella [email protected](310) 203-7511

Page 34: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Q & A: Steven Shock

Page 35: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Back Up/Recovery with VMWare

Jim McCueInformation Systems ManagerRodey Law [email protected]

Page 36: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Rodey Environment• Overview

– 75 attorneys/150 people/2 offices – Litigation/Business– 30 mb QMOE WAN Albuquerque – Santa Fe

Page 37: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Rodey Environment• Virtualization

– 80% virtual– 2 datacenters (Albuquerque, Santa Fe)– 4 VMWare 4.1 esxi hosts w H/A– 30 Guests

• Exchange 2010• Aderant• Autonomy• BES, File Servers, DCs, MailMarshal

Page 38: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Rodey Environment• EqualLogic SANS

– Albuquerque 2 x PS6000XV• 13 TB usable• 3.5 TB data + replication

– Santa Fe PS6000E• 11 TB usable• 3 TB data + replication

• Local disk backup storage– Albuquerque, Santa Fe

• Drobo B1200i: 12TB

• Disk to tape: Dell Powervault lto5 tape autoloader

Page 39: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Rodey Goals• RPO (Recovery Point Objective)=4 hour• RTO (Recovery Time Objective)=8 hours, 16

hours– Tier one applications=8 hours

• Network Authentication• E-Mail• Documents• Time Entry & Billing

– Tier two applications=16 hours• E-discovery & Litigation DBs• BES• Citrix

Page 40: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Rodey Goals

• D/R– Move operations to other office– Replication

• Restores– VM Level Recovery– Application Level Recovery

•Files, SQL, Exchange, A/D• Archive to tape->move to disk offsite in the

future

Page 41: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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EqualLogic• Thin provisioning• Snapshots• Replication

– 6.0 firmware: Synchronous

• EqualLogic Snapshot Manager/VMware Edition (ASM/VE)– VMWare Tools quiescence– VMWare consistent image

• EqualLogic Snapshot Manager/Microsoft Edition (ASM/ME)– Volume Shadow Copy: Exchange, SQL– Requires guest attached storage– Transactional consistent image– No log truncation

Page 42: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Veeam Backup & Replication• Bare metal hypervisor backup

– Vmware/Hyper-V• Deduplication• Compression• Changed Block Tracking (VMware

CBT)

Page 43: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Veeam Backup & Replication• Application aware processing

– Exchange, SQL, AD, Sharepoint– Veeam agent -> MS VSS agents– No permanent guest agent– Transactional consistent image– Log truncation

Page 44: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Veeam 6 – distributed processing

Page 45: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Veeam Backups• Full, • Incremental• Reverse Incremental

Page 46: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Veeam Replication• Replication

– Full + VMWare snapshots

– Network mapping and re-IP

Page 47: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Veeam Replication• Replication Recovery

– Failover

– Failback

Page 48: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Veeam Verification• SureBackup

– Live Verification– Virtual Lab– Application Group– Scheduled

Page 49: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Veeam Verification• Application Group - Role

Page 50: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Veeam Restores

Page 51: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Veeam Restores• Instant Recovery

– Mount backup file as NFS– Track VM changes to store– Vmotion backup file +changes

• VM– Overwrite, new location

• VM Hard Disks• Guest Files• Application Items: Application Item Recover

– Exchange, SQL, AD

Page 52: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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What does Rodey do?• Backups

– Veeam to disk– Backup Exec disk to tape

• Replication– Veeam to remote SAN

• Snapshots– Equallogic to same SAN

Page 53: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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EqualLogic & Veeam• Application specific tips

– Active Directory• avoid restore/failover

– SQL• Use native SQL backups to disk• Don’t truncate logs with Veeam

– Exchange• Tie to A/D backup• DAGs - watch for failover

Page 54: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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EqualLogic & Veeam• Things to watch out for

– Stagger scheduling• Backups• Replication• Snapshots• Backup of backups

– Open snapshots: alarms– Virtual or physical– Don’t backup to VMWare disks!

• Guest attached storage

Page 55: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Jim McCueInformation Systems ManagerRodey Law [email protected](505) 766-7504

Page 56: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Q & A: Jim McCue

Page 57: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backing Up with Evault

Steve SkidmoreIT DirectorMartin Clearwater & Bell LLP

[email protected]

Page 58: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backing Up with Evault

• Martin Clearwater & Bell LLP

– Litigation Firm – IT Department

Page 59: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backing Up with Evault• Risk Assessment

– Security Risk Tolerance•Interruption to business can be costly•Responsibility to clients

– Geographical Location•United Nations, Israeli Consulate,

Grand Central Station– Hardware / Software Infrastructure– Regulatory Compliance Requirement

Page 60: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backing Up with Evault

• Risk Assessment– Disaster– Outages– Planned Maintenance

Page 61: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backing Up with Evault

• Risk Assessment– Essential Applications– Recommended Applications– Non-Essential Applications

Page 62: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backing Up with Evault

• Risk Assessment– Who is going to access the

recovery system?– Where are they going to access

from?– How will they access the system?

Page 63: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backing up with Evault• Things to consider

– Traditional backups•Significant capital •Costly to scale •Multiple systems

– Cloud-based DR services•Turnkey solution•Virtualized environments•Overburdened •Budget-friendly

Page 64: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backing up with Evault

• Cloud Disaster Recovery Service – Is data securely transferred? – Is data securely stored?– How does the authentication process

work? – Meet regulatory requirements?– Bandwidth capacity?

Page 65: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backing up with Evault

• Cloud Disaster Recovery Service– Secure,Virtual hot cloud environment – SSAE 16-compliant data center – ISO Certified– HIPAA Compliant– Offsite Solution– 4hr SLA

Page 66: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backing up with Evault

• Hybrid Approach– On Prem– Cloud

Page 67: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backing up with Evault

• Setup– Application Plug-ins– Backup Agents– Collector S/W – Additional NIC– Subnet– VPN

Page 68: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Backing up with Evault

• Setup– Replication

•Vaults •Servers

– Utilities•Migrate•Optimization

• Test

Page 69: LegalTech® New York January 29 – 31, 2013 LegalTech® New York January 29 – 31, 2013 Protecting Your Crown Jewels in a Virtual World: Strategic Systems

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Q & A: Steve Skidmore

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Q & A: General