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Course Description

Disaster Recovery Planning

Course Outline

The high availability of mission-critical systems and communications is a major requirement for the viability of the modern organization. A disaster, ranging from the occasional power surge to a debilitating attack, could negate the capability of the organization to provide uninterrupted service to its customers.

In this course, you learn to identify vulnerabilities and implement appropriate countermeasures to prevent and mitigate failure risks. You learn techniques for creating a continuity plan and the methodology for building an infrastructure that supports its effective implementation.

Introduction and overview

  • Types of threats: natural, man-made, physical damage and system attacks
  • Why a disaster recovery (DR) plan is needed

Measuring risk and avoiding disaster

Assessing risk in the enterprise

  • Choosing the assessment methods appropriate to your situation
  • The 5-step risk process
  • Matching the response to the threat

Identifying mission-critical processes and systems

  • Evaluating which functions are critical
  • Setting priorities based on time horizons
  • Prioritizing processes and applications

Implementing disaster avoidance

  • Avoiding disasters through effective preventive planning
  • Creating contingency plans for unavoidable threats

The 4-step Business Impact Assessment (BIA)

  • Identifying the threat
  • Assessing the risk to the enterprise
  • Determining the organization's critical business activities
  • Providing required support from Information and Communications Technology (ICT)

Designing recovery solutions

Establishing a DR site

  • Identifying the need for an alternative site
  • Site choices: hot, warm, or cold standby
  • Build vs. rent or share
  • Choosing suppliers: in-house vs. third-party
  • Specifying equipment

Selecting backup and restore strategies

  • Backup/restore techniques: full, incremental and differential
  • Choosing a backup strategy based on restore needs and operational constraints
  • Meeting the organization's storage requirements for paper and magnetic records
  • Knowing your choices: high availability and non-stop solutions
Storage backup and recovery tools
  • Managing stored data and applications with current tools
  • The impact of Storage Area Networks (SANs) on recovery provision
  • Current trends in recovery

Restoring communications and recovering users

  • Determining vital users with the BIA
  • Rerouting voice, mail, goods delivery
  • Eliminating network single points of failure
  • Connecting end users
  • Meeting varied user-recovery needs

Managing and documenting recovery

Implementing a project management approach

  • Identifying the stakeholders and their project roles
  • Defining clear goals at the start

Running the project

  • Controlling the project via tracking
  • Managing risks and issues
  • Testing deliverables

Creating the recovery plan

Capturing the planning output in the DR plan

  • Creating recovery-team charters
  • Recovery scenarios
  • Directories and inventories

Directing the disaster recovery team

  • Defining roles and responsibilities
  • Team actions following a disaster

Assuring the plan and applying document management

Rehearsing the DR plan

  • The reasons for testing the plan
  • Considering the impact on the organization's activities
  • Using a step-by-step process to test the plan
  • Developing test scenarios and using test results effectively

Maintaining the DR plan

  • Applying change control: why and how
  • Ensuring normal developments are accounted for in the DR plan
  • Scheduling regular reviews
  • Applying document management discipline to the plan


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