OpenStack Cinder Replication and Disaster Recovery, Pt. 4

This is part 4 of the series on OpenStack disaster recovery. Read Part 3: Revolutionizing Disaster Recovery with OpenStack: Project Aegis

Disaster Recovery Scenarios and Production Implementation

Real-World DR Scenarios: When Theory Meets Practice

Understanding disaster recovery concepts is one thing—implementing them effectively when systems are failing and business pressure is mounting is entirely different. Let’s explore specific disaster recovery scenarios and examine how the Project Aegis OpenStack-DR approach handles each situation with practical examples and realistic recovery objectives.

Remeber that Project Aegis is still in proof-of-concept phase and some of the Ansible playbooks named below are still in the development phase and may change name.

Scenario 1: Tenant-Specific Application Failover

The Situation: Your organization hosts multiple tenants in a single OpenStack cloud. Tenant 1’s critical e-commerce application experiences an application failure that requires immediate disaster recovery activation. Tenant 2 and Tenant 3 have applications running normally and cannot be disrupted.

Traditional Cinder Failover Impact:

  • Would require failing over the entire storage backend
  • All tenants’ applications would be affected
  • Non-replicated volumes would become unavailable
  • Requires coordinated maintenance window affecting all tenants
  • Recovery time: 2-4 hours including coordination and testing

OpenStack-DR Solution:

Step 1: Assessment and Preparation (2-3 minutes)

# Verify Protection Group status on Pure Storage
purepgroup list --snap tenant_1
# Confirm target cloud capacity
openstack --os-cloud dr-site quota show --usage

Step 2: Individual Volume Promotion (1-2 minutes)

Step 3: Volume Import Execution (5-8 minutes)

# Execute tenant-specific Ansible playbook
# This handles both volume promotion and import in a coordinated process

ansible-playbook -i inventory tenant_1_failover.yml

Step 4: Application Validation (2-5 minutes)

  • Verify imported volumes are accessible
  • Confirm instances started successfully for bootable volumes
  • Test application functionality
  • Update load balancer/DNS configurations

Results:

  • Total Recovery Time: 10-15 minutes
  • Recovery Point: Last Protection Group snapshot (typically <15 minutes data loss)
  • Impact on Other Tenants: Zero – Tenant 2 and Tenant 3 operations continue normally
  • Non-Replicated Volume Impact: None – all non-replicated storage remains accessible

Scenario 2: Multi-Tenant Data Center Failure

The Situation: The primary data center experiences a complete power outage affecting all infrastructure. All tenants require failover to the disaster recovery site.

OpenStack-DR Advantage: Even in a complete site failure, the granular approach provides benefits through parallel processing and selective recovery prioritization.

Recovery Strategy:

Phase 1: Critical Applications (0-15 minutes)

  • Identify and prioritize mission-critical tenant applications
  • Execute Ansible playbooks to promote individual volumes within critical tenants’ Protection Groups
  • Import promoted individual volumes for highest-priority applications

Phase 2: Standard Applications (15-30 minutes)

  • Continue processing remaining tenant applications in priority order
  • Promote and import individual volumes for standard applications
  • Monitor capacity and performance on DR site during parallel operations

Phase 3: Validation and Optimization (30-45 minutes)

  • Comprehensive application testing across all recovered tenants
  • Network configuration updates and traffic redirection
  • Performance monitoring and optimization

Benefits Over Traditional Approach:

  • Prioritized Recovery: Critical applications recovered first
  • Parallel Processing: Multiple tenant recoveries can run simultaneously
  • Resource Management: DR site resources allocated based on priority
  • Granular Monitoring: Recovery progress tracked per tenant/application

Scenario 3: Synchronous Replication for Zero Data Loss

The Situation: A financial services tenant requires zero data loss protection for regulatory compliance. Their trading application cannot tolerate any data loss during disaster recovery operations.

Configuration Requirements:

DR Execution Process:

  1. Application Quiescing: Gracefully shutdown trading application to ensure data consistency
  2. Stretched Pod Management: Pure Storage ActiveCluster handles synchronous replication automatically
  3. Volume Import: Import promoted volumes with zero data loss guarantee
  4. Application Restart: Start trading application on DR site with complete data integrity

Recovery Characteristics:

  • Recovery Point Objective (RPO): 0 (zero data loss)
  • Recovery Time Objective (RTO): 5-10 minutes including application quiescing
  • Compliance: Meets regulatory requirements for financial trading systems

Production Implementation Best Practices

Multi-Backend Design Strategy

Plan your backend architecture to maximize operational flexibility:

Volume Type Management

Create a comprehensive volume type strategy:

# Financial services - zero data loss
openstack volume type create Financial_ZeroLoss
openstack volume type set --property volume_backend_name=finance_sync Financial_ZeroLoss
openstack volume type set --property replication_enabled='<is> True' Financial_ZeroLoss
openstack volume type set --property replication_type='<in> sync' Financial_ZeroLoss


# E-commerce - performance optimized
openstack volume type create Ecommerce_Performance  
openstack volume type set --property volume_backend_name=ecommerce_async Ecommerce_Performance
openstack volume type set --property replication_enabled='<is> True' Ecommerce_Performance
openstack volume type set --property replication_type='<in> async' Ecommerce_Performance


# Development - local only
openstack volume type create Development_Local
openstack volume type set --property volume_backend_name=development_local Development_Local

Ansible Playbook Structure

Organize your automation for maximum flexibility:

Monitoring and Alerting

Implement comprehensive monitoring for replication health:

  • Protection Group and Pod Status: Monitor replication lag and failure conditions
  • Volume Import Success: Track automated recovery operations
  • Application Health: Validate recovered applications functionality
  • Capacity Utilization: Monitor DR site resource consumption

Testing and Validation Framework

Regular DR Testing Strategy:

  • Monthly: Individual tenant failover testing during maintenance windows
  • Quarterly: Partial data center simulation with multiple tenants
  • Annually: Complete disaster recovery exercise including all systems

Automated Testing Integration:

# Automated DR test execution
./scripts/dr_test.sh --tenant finance --validate-only --no-production-impact
./scripts/dr_test.sh --tenant ecommerce --partial-failover --test-duration 2h

In my next post, I’ll address the operational considerations that make DR work sustainably in production, explore advanced configuration patterns, and examine the future roadmap for OpenStack disaster recovery technologies.

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