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AWS Disaster Recovery: 4 Approaches and How to Automate DR on AWS

4 approaches for AWS disaster recovery (plus DR planning)
Learn best practices for reducing downtime and data loss, including tips on defining RTO and RPO, using multi-region deployments, and leveraging AWS Elastic Disaster Recovery.
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AWS disaster recovery refers to strategies and services that help maintain operational continuity for organizations managing resources in Amazon Web Services (AWS). 

For mission critical services running in AWS, unexpected events such as data center failures, natural disasters, or cyber-attacks can result in significant business consequences. AWS offers native tools and infrastructure that enable businesses to recover their IT systems, ensuring minimal downtime and data loss. There are also dedicated third-party tools that provide more advanced disaster recovery capabilities in AWS (which we’ll share at the end of the post).

AWS simplifies the disaster recovery process by allowing organizations to automate certain recovery procedures and leverage globally distributed infrastructure, to enable a faster and more reliable switch-over to backup systems when needed. This reduces the risk of human error and can improve recovery time objectives (RTOs) and recovery point objectives (RPOs).

In this article:

4 Approaches for Disaster Recovery in AWS 

However you choose to implement DR in AWS, here are four approaches you can take, which offer progressively lower RTO and RPO.

1. Backup and Restore

The backup and restore method is the most straightforward disaster recovery option in AWS, involving regular backups of data and applications stored in AWS services like Amazon S3. This strategy is ideal for businesses looking to keep costs low while still maintaining the ability to recover data and applications.

This is usually the most cost-effective DR approach because you’re only paying for storage and possibly some minimal infrastructure until a disaster occurs.

However, this approach has limitations. Backup and restore can result in longer RTOs and RPOs compared to other methods. The time taken to restore data from backups might not meet the requirements for business-critical applications, especially in scenarios where every second counts.

2. Pilot Light

Pilot light is a disaster recovery option where critical core elements of your system are always running in AWS. Non-essential elements are turned off but can be rapidly provisioned when needed. This method ensures cost savings compared to a full multi-site (hot standby) setup, while still maintaining the ability to quickly scale up to a fully functional state.

One of the advantages of pilot light is its balance between cost and recovery speed. By keeping the crucial parts of your system active, you can achieve faster RTOs compared to backup and restore, though at a higher cost. However, it does require more planning and regular testing to ensure that the system can be brought to full operation.

3. Warm Standby

Warm standby involves running a scaled-down version of a fully functional environment. This smaller, but always-on, environment can be quickly scaled up to handle production loads during a disaster. Warm standby provides a good balance of lower costs, compared to multi-site (hot standby), and faster recovery times.

The main benefit of warm standby is its ability to offer near-instant recovery capabilities without the high costs associated with always-on systems. Businesses can save on operational expenses while ensuring that their systems can handle increased loads swiftly when needed. However, it necessitates careful monitoring and regular testing to ensure rapid scalability.

4. Multi-Site (Hot Standby)

Multi-Site, or hot standby, is the most robust and costly disaster recovery strategy. In this approach, an identical live environment is maintained in AWS, ready to take over immediately during a disaster. Both the production environment and standby environment run concurrently, ensuring zero downtime.

The primary advantage of multi-site is its ability to provide the fastest RTOs and RPOs, virtually eliminating downtime. This makes it suitable for mission-critical applications where any interruption can be detrimental. The downside is the high cost associated with maintaining parallel environments, which might not be feasible for all businesses.

Tips from the Expert
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Sebastian Straub
Sebastian is the Principle Solutions Architect at N2WS with more than 20 years of IT experience. With his charismatic personality, sharp sense of humor, and wealth of expertise, Sebastian effortlessly navigates the complexities of AWS and Azure to break things down in an easy-to-understand way.

Disaster Recovery Automation on AWS

There are two ways to automate your disaster recovery plan on AWS: using native tools provided by the AWS platform, and using dedicated third-party tools.

Automating DR Processes with AWS CloudFormation

AWS CloudFormation is a service that lets you define and provision AWS infrastructure as code. 

Pros:

  • Infrastructure as Code: CloudFormation allows you to define your entire DR infrastructure as code, ensuring consistency and repeatability in deployment.
  • Automated Deployment: You can create templates that automate the provisioning of all necessary resources during a disaster, reducing manual intervention.

Cons:

  • Complexity: CloudFormation templates can become complex, especially in large environments with numerous interconnected resources. This complexity requires a deep understanding of both your infrastructure and the CloudFormation syntax.
  • Knowledge of Scripting: Effective use of CloudFormation often requires knowledge of JSON or YAML, which can be a barrier for teams without coding expertise.
  • Debugging Challenges: Errors in templates can be difficult to troubleshoot, leading to potential delays in the recovery process if issues arise during deployment.
  • Multi-Step Process: CloudFormation may require the management of multiple templates and stacks, which can complicate the process, especially during a high-pressure disaster recovery scenario.

Automating DR Processes with AWS Lambda

AWS Lambda is a serverless compute service that lets you run code without provisioning or managing servers. In the context of disaster recovery, Lambda functions can be used to automate specific recovery tasks. 

Pros:

  • Serverless and Scalable: Lambda allows you to run custom scripts and code without worrying about managing servers, making it ideal for automating specific recovery tasks.
  • Event-Driven: By integrating Lambda with CloudWatch Events or SNS, you can trigger automated recovery actions in response to specific events or failures, enabling real-time response.

Cons:

  • Scripting Knowledge Required: Lambda functions are written in languages like Python, Node.js, or Java, so a strong understanding of coding and scripting is necessary to create effective automation.
  • Potential for Human Error: Writing and maintaining Lambda functions requires careful coding. Mistakes in the code could lead to failed recovery processes or incomplete automation, increasing the risk during a disaster.
  • Limited Debugging Tools: Debugging Lambda functions, especially when they are integrated with other AWS services, can be challenging. This could complicate the automation process and lead to unexpected issues during recovery.
  • Fragmented Workflow: Since Lambda often needs to be integrated with multiple AWS services (like CloudWatch, SNS, etc.), managing and monitoring the entire process can become fragmented, requiring attention across multiple AWS console windows or interfaces.

Automating DR Processes Using Third Party Tools

While AWS provides powerful native tools for automating disaster recovery (DR) processes, these can require extensive scripting knowledge, involve potential human errors, and lead to fragmented workflows. To overcome these challenges and streamline DR automation, third-party solutions like N2WS can offer a more integrated and user-friendly approach.

  • End-to-End Backup and Recovery Automation: N2WS allows you to schedule backups, archive data to cost-effective storage tiers, and restore critical resources with just a few clicks. This approach simplifies the process compared to AWS native tools, where multiple templates or functions might be needed, providing a more intuitive and centralized solution.
  • Network Configuration Recovery: Restoring network configurations is critical for bringing your system back to a production state. Without the proper network settings, recovered resources might not reconnect correctly, rendering them unusable. N2WS ensures that your network configurations are preserved and automatically restored, so that your systems can be fully operational without the need for manual reconfiguration.
  • Automated Disaster Recovery Scenarios: N2WS enables you to create and automate Recovery Scenarios, which orchestrate the failover of multiple resources in the precise order of your choosing. In the event of a disaster, you can run your predefined Recovery Scenario with just a few clicks, ensuring that your entire environment—servers, databases, and network settings—is brought online in the correct sequence. This capability drastically reduces recovery time and minimizes the risk of human error, as everything is handled through a single, cohesive process.
  • Cross-Cloud Archiving: Enhance your data integrity and security by automating cross-cloud archiving with N2WS. This feature allows you to store backups across different cloud environments, such as AWS and Azure, adding a layer of resilience without requiring complex, multi-cloud scripting.

Related content: Read our guide to AWS disaster recovery services (coming soon)

AWS Backup Checklist
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Fortify your data backup strategy across every critical dimension—from security to disaster recovery to cost savings.

disaster-proof backup and recovery checklist for AWS cloud

What Is AWS Elastic Disaster Recovery? 

AWS Elastic Disaster Recovery (AWS DRS) is a service that allows organizations to recover their applications and data to AWS. It provides continuous replication of source servers into AWS, enabling quick failover and recovery during disasters. AWS DRS aims to minimize data loss and downtime by ensuring that replicas are always up-to-date.

AWS DRS makes it possible to perform rapid recovery for critical workloads. By continuously monitoring and adjusting replication settings, it ensures that the recovery environment is always ready to handle traffic and workloads, significantly enhancing overall disaster recovery capabilities.

However, AWS DRS does have some limitations:

  • Cost Considerations: Continuous replication can be resource-intensive, leading to higher costs, especially for businesses with large amounts of data or many servers to protect. For organizations looking to optimize costs, a more selective approach to replication and failover might be more appropriate.
  • Complexity and Management Overhead: AWS DRS requires proper setup and ongoing management to ensure replication settings are optimal and that the recovery environment

AWS Disaster Recovery Plan: Best Practices and Considerations 

Define RTO and RPO

Defining recovery time objective (RTO) and recovery point objective (RPO) is fundamental in disaster recovery planning. RTO specifies the maximum acceptable downtime, while RPO defines the maximum acceptable amount of data loss. These metrics guide the selection of appropriate recovery methods and influence the design of disaster recovery architectures.

Organizations need to align their RTO and RPO with their business requirements, understanding that lower values typically involve higher costs. Establishing clear RTO and RPO objectives helps in making informed decisions about the level of investment required for disaster recovery solutions, ensuring optimal balance between cost and operational resilience.

Tip: N2WS allows you to easily set and manage RTO and RPO goals by automating your backup schedules and failover processes. With the ability to take backups as frequently as every 60 seconds—compared to the typical 1-hour interval with AWS Backup—N2WS drastically reduces RPO, ensuring minimal data loss and quicker recovery times.

Use Multi-AZ and Multi-Region Deployments

Utilizing Multi-AZ (availability zone) and multi-region deployments enhances the resilience of your applications. Multi-AZ deployments distribute resources across different physical locations within an AWS region, protecting against data center failures. Multi-region deployments further spread resources across multiple geographical regions, providing protection against regional disasters.

By incorporating multi-AZ and multi-region strategies, organizations can achieve high availability and fault tolerance. This ensures that even in the case of a significant failure, systems can quickly failover to another location with minimal disruption to services, thus greatly improving RTO and RPO metrics.

Tip: With N2WS, you can automate cross-region and cross-account backups, making it simple to implement multi-region deployments and ensuring your data is protected and recoverable from multiple locations.

Utilize AWS Snapshots

AWS snapshots offer a way to back up and restore data at specific points in time. Snapshots can be taken at regular intervals and stored in Amazon S3, ensuring that you have recent copies of your data that can be quickly restored in case of a disaster.

Snapshots are incremental, which means only the changes since the last snapshot are saved, reducing storage costs and time needed for backup. By using AWS snapshots as part of your disaster recovery strategy, recovery processes become faster and more efficient, thus improving overall system resiliency.

Tip: With N2WS, you can do more than just automate your snapshots. You can easily archive, search, and manage hundreds or even thousands of snapshots from a single console. This centralized management simplifies disaster recovery operations, making it easier to track, access, and restore the data you need—when you need it.

Implement Data Replication

Data replication involves copying data from primary systems to secondary locations in real-time or near real-time. AWS provides several tools for this, including AWS Database Migration Service (DMS) and Amazon RDS read replicas. Data replication ensures that data is synchronized across multiple environments, reducing data loss during failovers.

Implementing data replication is essential for maintaining business continuity, as it ensures that the most recent data is available during disasters. This helps in meeting stringent RPO requirements, making it a crucial component of any disaster recovery plan.

Tip: N2WS supports cross-cloud archiving and data replication across AWS and other cloud environments, making sure your data is always up-to-date and available, no matter where disaster strikes.

Regularly Backup Data

Regular data backups are fundamental to any disaster recovery plan. Backups should be frequent and stored securely, either on-premises or in the cloud. AWS offers several automated backup solutions like AWS Backup and Amazon S3, which simplify the process of scheduling and managing backups.

Regular backups ensure that you can recover quickly from data loss incidents. They provide a safety net that allows you to restore critical data and applications to a known good state, minimizing downtime and operational impact.

Tip: N2WS simplifies backup management by automating backup schedules and enabling policy-driven data retention, ensuring your data is always backed up and recoverable without manual oversight.

Implement Failover Mechanisms

Failover mechanisms are essential for ensuring transition during a disaster. AWS offers various options like Elastic Load Balancing and Route 53 to distribute traffic and manage failovers. Setting up automated failover processes ensures that workloads are redirected to standby environments without manual intervention.

Implementing failover mechanisms minimizes downtime and ensures business continuity. Automated failovers decrease the risk of human error and speed up the recovery process, making it crucial for maintaining high availability and meeting RTO and RPO targets.

Tip: N2WS provides Recovery Scenarios, allowing you to orchestrate automated failovers of multiple resources in the order of your choosing. In the event of a disaster, you can restore your environment with just a few clicks.

Learn more in our detailed guide to AWS disaster recovery best practices (coming soon)

You can take charge of your Disaster Recovery plan in minutes

Disaster recovery planning should be taken very seriously, nonetheless, many companies don’t invest enough time and effort to properly protect themselves, leaving their data vulnerable. And while people will often learn from their mistakes, it is much better to not make them in the first place. Make disaster recovery planning a priority and consider the tips we have covered here, but also do further research. 

N2WS Backup & Recovery is the leading solution for protecting AWS environments. N2WS is the best way to ensure HIGH AVAILABILITY for applications, data and servers (EC2 instances) running on AWS. N2WS supports backup, recovery and DR for MANY AWS services, including: Amazon EC2, Amazon RDS (any flavor), Amazon Aurora, Amazon RedShift, Amazon EFS, Amazon DynamoDB + more.

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