Disaster Recovery & Business Continuity
VMware disaster recovery that has been designed per application, tested on a schedule and written down so the people on call can run it. Zerto, Rubrik and the runbooks that hold them together.
Most organizations have some form of VMware disaster recovery: a replication product, a backup platform, a second site or a cloud target. Far fewer can say how long each application would take to come back, how much data it would lose, and in what order things have to start. That gap is where recoveries fail. We design DR around those answers, build it on the platforms you already own or are choosing, and prove it with tests you can show an auditor.
Designing VMware disaster recovery around the business
DR design starts with two numbers per application. The recovery point objective (RPO) is how much data you can afford to lose, measured in time. The recovery time objective (RTO) is how long the application can be down. Everything else, from the product you buy to the bandwidth between sites, follows from those numbers.
Replication or backup-based recovery
There are two broad ways to recover a VMware workload, and most estates need both:
- Continuous replication (Zerto, vSphere Replication, array replication) keeps a copy at the recovery site that is seconds or minutes behind. It suits applications with tight RPO and RTO, at the cost of standing capacity and bandwidth at the recovery site.
- Backup-based recovery (Rubrik and similar platforms) restores from a backup copy, either instantly mounted or fully restored. RPO is the backup interval and RTO depends on how many VMs come back at once. It costs less and also protects against ransomware and accidental deletion, which replication on its own does not.
Choosing between them per application, rather than for the whole estate, is usually where the savings are.
RTO and RPO application tiering
We group applications into tiers so that protection, testing effort and cost match what each application is worth to the business. The table below is an illustration of a typical starting point, not a promise of what any specific environment will achieve. Your tiers come out of the business impact discussion.
| Tier | Typical RPO | Typical RTO | Examples | Protection method |
|---|---|---|---|---|
| Tier 0 | Seconds | Minutes | Active Directory, DNS, core networking services | Running replicas at the recovery site, plus replication |
| Tier 1 | Seconds to minutes | 1–4 hours | Customer-facing and revenue systems, core databases | Continuous replication (for example Zerto) |
| Tier 2 | Hours | 4–24 hours | Internal line-of-business applications | Replication or frequent backups with instant recovery |
| Tier 3 | 24 hours | Days | Reporting, archives, development and test | Backup and restore |
Tiering also fixes the recovery order. A tier 1 application that depends on a tier 3 database is really a tier 1 database waiting to be discovered, so dependency mapping is part of the exercise, not an afterthought.
Zerto consulting
Zerto replicates VMs continuously at the hypervisor level and keeps a journal of changes, so you can recover to a point in time seconds before an outage or before ransomware hit, rather than only to the latest copy. Our Zerto work covers:
- Virtual Protection Groups (VPGs) built around applications, so every VM an application needs is recovered to the same consistent point.
- Boot order and delays inside each VPG, so databases are up before the application servers that connect to them.
- Re-IP and network mapping for recovery and test networks, where the recovery site uses different address ranges.
- Journal sizing and recovery-site storage, matched to the history each tier needs.
- Test failover, Move and Failover: when to use each, and how to run a test into an isolated network without touching production.
Rubrik implementation
Rubrik is the backup-based half of many recovery designs. We plan and configure it so that backups are not only taken but recoverable at the speed the tiers require:
- SLA policies per tier: frequency, retention, replication to a second cluster or cloud archive.
- Instant recovery and Live Mount to bring a VM back by running it from the backup while the full restore happens behind it.
- Orchestrated recovery for multi-VM applications, with ordering and checks, where your licensing includes it.
- Immutable copies and access control, so the backups survive the same incident that took down production.
DR testing that proves something
A DR plan that has never been tested is a hypothesis. We plan and run tests that answer specific questions: did each application come back inside its RTO, to a point inside its RPO, and did the people running the test have what they needed?
- Non-disruptive tests into isolated networks, so production keeps running and users never notice.
- A clear scope for each test: which tiers, which applications, what counts as success and who signs off.
- Evidence: timings, screenshots and sign-offs collected into a test report you can hand to auditors or insurers.
- A lessons-learned loop: every gap found becomes a fix in the design, the runbook or the tooling before the next test.
DR runbooks your team can follow
When a real disaster happens, the person running recovery may not be the person who designed it, and they may be doing it at 2 a.m. A usable DR runbook contains:
- Who declares a disaster, who is contacted, and how decisions are recorded.
- The recovery order by tier and application, with the dependencies that drive it.
- Step-by-step procedures for each recovery method, with expected results at each step.
- Validation checks per application, and who confirms it is working.
- Failback: how to return to the primary site once it is healthy.
The dependencies that break recoveries
Recovered VMs that boot but cannot authenticate or resolve names are not recovered. We design and test the supporting pieces explicitly: DNS and Active Directory availability at the recovery site, networking (stretched or re-addressed subnets, firewall rules, load balancers, external DNS records), certificates, and licensing for operating systems, applications and VMware itself at the recovery site.
How a DR engagement runs
- Assess: inventory applications and dependencies, agree tiers and RPO/RTO with the business, and review what is protected today.
- Design: protection method per tier, recovery-site capacity, network design and tooling choices.
- Build: configure Zerto, Rubrik or your chosen platform, protection groups and SLA policies.
- Test: a first non-disruptive test with evidence and a gap list.
- Document and hand off: runbooks, test reports, and a testing schedule your team can keep running.
What you get
- Application tiering with agreed RPO and RTO per tier
- DR design: protection method, recovery-site capacity and networking
- Configured replication and backup policies
- DR runbooks, including failback
- Test plan, test report with evidence, and a gap list
Tools and platforms
- Zerto continuous replication and journal-based recovery
- Rubrik backup, instant recovery and Live Mount
- vSphere Replication and VMware Live Site Recovery (formerly Site Recovery Manager)
- VMware vSphere, vSAN and stretched clusters
- PowerCLI and PowerShell for DR reporting and checks
Frequently asked questions
What is the difference between disaster recovery and business continuity?
Disaster recovery is the technical part: getting systems and data back after an outage. Business continuity is the wider plan for keeping the business running, including people, processes, communications and workarounds while systems are down. Good DR design is driven by the business continuity plan's priorities.
Do we need both replication and backups?
Usually, yes. Replication gives you short recovery times and small data loss, but it faithfully copies corruption, deletions and ransomware too. Backups with immutable copies let you go back further. Most designs use replication for the top tiers and backups for everything, including the replicated systems.
How often should we test disaster recovery?
Test the most critical tiers at least once or twice a year, and after any significant change to the applications, the network or the DR platform. Non-disruptive tests into isolated networks make frequent testing practical, because production isn't affected.
Will a DR test cause downtime?
Not when it's designed properly. Tools like Zerto and Rubrik can recover copies of VMs into an isolated test network while production keeps running. A full failover, where production actually moves, is a separate exercise that is planned with the business.
Can you work with the DR tools we already own?
Yes. Most engagements start with what's in place: we assess whether it can meet the tiers you need, fix the gaps, and only recommend new tooling when the existing platform can't get there.
Is a stretched vSAN cluster a substitute for disaster recovery?
No. A stretched cluster keeps VMs running if one site fails, but it writes every change, including corruption or deletion, to both sites at once. You still need backups, and often replication to a third location. See vSAN and stretched cluster design.
What does a DR runbook need to include?
Who declares a disaster and who is contacted, the recovery order and its dependencies, step-by-step procedures with expected results, validation checks for each application, and failback. It has to be usable by someone who didn't design the system.
How long does a DR engagement take?
It depends on the number of applications and the state of what exists today. An assessment and tiering exercise is typically measured in weeks; building and testing protection for a full estate takes longer and is often phased tier by tier. We'll give you a scoped estimate after a first conversation.
Every engagement follows the same five-step approach, from discovery to handoff.
Not sure your DR would work today?
Tell us what you're protecting and how. You'll get a straight assessment, no sales pressure, just technical clarity.