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Disaster Recovery: Planning for the Worst in Custom Software

Your software is live. Business depends on it. What happens when something goes catastrophically wrong?

Your software is live. Business depends on it. What happens when something goes catastrophically wrong?

Disaster recovery isn't paranoia — it's professionalism.

What Can Go Wrong

Technical Disasters

  • Server failure
  • Database corruption
  • Security breach
  • Data center outage
  • Catastrophic bug
  • Ransomware attack

Human Disasters

  • Accidental data deletion
  • Configuration mistake
  • Vendor goes out of business
  • Key person leaves
  • Credential compromise

External Disasters

  • Third-party service failure
  • API changes breaking integration
  • Payment processor outage
  • Natural disaster affecting infrastructure

The question isn't if something will go wrong. It's when.

The Disaster Recovery Plan

1. Identify Critical Systems

What actually needs to be protected?

  • Core business application
  • Customer data
  • Transaction history
  • Configuration settings
  • Integration credentials

Prioritize: What's essential vs. nice to have?

2. Define Recovery Objectives

RTO (Recovery Time Objective): How long can you be down?

  • 1 hour = need hot standby
  • 4 hours = need quick restore capability
  • 24 hours = can work from backups
  • Days = low criticality

RPO (Recovery Point Objective): How much data can you lose?

  • 0 = need real-time replication
  • 1 hour = need hourly backups
  • 24 hours = daily backups acceptable
  • More = very low data criticality

These drive the solution and cost.

3. Backup Strategy

What to back up:

  • Database (always)
  • User-uploaded files
  • Configuration
  • Code (version control)
  • Credentials (secure storage)

Backup types:

  • Full backup (complete copy)
  • Incremental (only changes since last backup)
  • Differential (changes since last full)

Frequency: Based on RPO. If you can't lose more than 1 hour, back up hourly.

Location:

  • Different server (protects against server failure)
  • Different region (protects against regional outage)
  • Different provider (protects against provider failure)

The 3-2-1 Rule:

  • 3 copies of data
  • 2 different storage types
  • 1 offsite location

4. Recovery Procedures

Document exactly how to recover:

For database restoration:

  1. Access backup location
  2. Download backup file
  3. Stop application
  4. Restore database
  5. Verify data
  6. Restart application
  7. Test functionality

For full system recovery:

  1. Provision new infrastructure
  2. Deploy code
  3. Restore database
  4. Configure integrations
  5. Update DNS
  6. Verify functionality

Document it clearly enough that someone could follow it without the author.

5. Test the Plan

A plan that isn't tested isn't a plan.

Regular testing:

  • Quarterly restore tests
  • Annual full recovery drill
  • Test after any significant change

What to verify:

  • Backups are actually happening
  • Backups can actually be restored
  • Recovery meets time objectives
  • Documentation is accurate

6. Communication Plan

During a disaster, who needs to know what?

  • Internal escalation chain
  • Customer communication plan
  • Vendor contact information
  • Status page or notification system

Have templates ready. Don't compose messages during crisis.

Backup Best Practices

Automate Everything

Manual backups don't happen. Automated backups do.

Verify Backups

A backup you haven't tested might be corrupt. Regular restore verification is essential.

Encrypt Backups

Backups contain sensitive data. Encrypt at rest and in transit.

Monitor Backup Health

Know immediately if backups fail.

Retention Policy

How long to keep backups?

  • Recent backups for quick recovery
  • Periodic archives for point-in-time restoration
  • Compliance requirements may dictate

Secure Backup Access

Backup credentials are high-value targets. Protect them.

Common Disaster Recovery Mistakes

"We Have Backups"

Do you? Have you checked? Can you restore from them?

Backing Up the Wrong Things

Database backed up, but not the uploaded files. Or vice versa.

Same Location as Primary

Backup on the same server. Server fails, backup gone.

Untested Procedures

Plan exists but never tested. Discover it doesn't work during actual disaster.

No Documentation

The one person who knows how to restore is on vacation.

Ignoring Third-Party Dependencies

Your app works, but your payment processor integration credentials are lost.

What to Ask Your Vendor

  1. "How is data backed up?" (Frequency, location, type)
  2. "How long would recovery take?" (RTO)
  3. "How much data could we lose?" (RPO)
  4. "Can I see the recovery procedure?" (Documentation)
  5. "When was recovery last tested?" (Verification)
  6. "Who can perform recovery?" (Not just one person)
  7. "What happens if you're unavailable?" (Independence)

Minimum Viable Disaster Recovery

For small projects, at minimum:

  • Daily automated backups to a different location
  • Documented recovery procedure (tested at least once)
  • Credentials stored securely and accessible
  • Someone besides the vendor who can restore

This isn't gold-plated disaster recovery. It's the floor.

The Cost of Not Planning

Without disaster recovery:

  • Hours or days of downtime
  • Data loss (potentially permanent)
  • Customer trust damage
  • Revenue loss
  • Potential legal liability

The cost of basic disaster recovery is trivial compared to the cost of an unrecoverable disaster.


We build with recovery in mind from day one. Let's talk about protecting your investment

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