proxmox/docs/03-deployment/DISASTER_RECOVERY.md

Disaster Recovery Procedures

Last Updated: 2025-01-20
Document Version: 1.0
Status: Active Documentation

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Overview

This document outlines disaster recovery procedures for the Proxmox infrastructure, including recovery from hardware failures, data loss, network outages, and security incidents.

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Recovery Scenarios

1. Complete Host Failure

Scenario: A Proxmox host (R630 or ML110) fails completely and cannot be recovered.

Recovery Steps:

1. Assess Impact:

   # Check which VMs/containers were running on failed host
   pvecm status
   pvecm nodes
   

2. Recover from Backup:

   • Identify backup location (Proxmox Backup Server or external storage)
   • Restore VMs/containers to another host in the cluster
   • Verify network connectivity and services

3. Rejoin Cluster (if host is replaced):

   # On new/repaired host
   pvecm add <cluster-name> -link0 <interface>
   

4. Verify Services:

   • Check all critical services are running
   • Verify network connectivity
   • Test application functionality

Recovery Time Objective (RTO): 4 hours
Recovery Point Objective (RPO): Last backup (typically daily)

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2. Storage Failure

Scenario: Storage pool fails (ZFS pool corruption, disk failure, etc.)

Recovery Steps:

1. Immediate Actions:

   • Stop all VMs/containers using affected storage
   • Assess extent of damage
   • Check backup availability

2. Storage Recovery:

   # For ZFS pools
   zpool status
   zpool import -f <pool-name>
   zfs scrub <pool-name>
   

3. Data Recovery:

   • Restore from backups if pool cannot be recovered
   • Use Proxmox Backup Server if available
   • Restore individual VMs/containers as needed

4. Verification:

   • Verify data integrity
   • Test restored VMs/containers
   • Document lessons learned

RTO: 8 hours
RPO: Last backup

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3. Network Outage

Scenario: Complete network failure or misconfiguration

Recovery Steps:

1. Local Access:

   • Use console access (iDRAC, iLO, or physical console)
   • Verify Proxmox host is running
   • Check network configuration

2. Network Restoration:

   # Check network interfaces
   ip addr show
   ip link show
   
   # Check routing
   ip route show
   
   # Restart networking if needed
   systemctl restart networking
   

3. VLAN Restoration:

   • Verify VLAN configuration on switches
   • Check Proxmox bridge configuration
   • Test connectivity between VLANs

4. Service Verification:

   • Test internal services
   • Verify external connectivity (if applicable)
   • Check Cloudflare tunnels (if used)

RTO: 2 hours
RPO: No data loss (network issue only)

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4. Data Corruption

Scenario: VM/container data corruption or accidental deletion

Recovery Steps:

1. Immediate Actions:

   • Stop affected VM/container
   • Do not attempt repairs that might worsen corruption
   • Document what was lost

2. Recovery Options:

   • From Snapshot: Restore from most recent snapshot
   • From Backup: Restore from Proxmox Backup Server
   • From External Backup: Use external backup solution

3. Restoration:

   # Restore from PBS
   vzdump restore <backup-id> <vmid> --storage <storage>
   
   # Or restore from snapshot
   qm rollback <vmid> <snapshot-name>
   

4. Verification:

   • Verify data integrity
   • Test application functionality
   • Update documentation

RTO: 4 hours
RPO: Last snapshot/backup

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5. Security Incident

Scenario: Security breach, unauthorized access, or malware

Recovery Steps:

1. Immediate Containment:

   • Isolate affected systems
   • Disconnect from network if necessary
   • Preserve evidence (logs, snapshots)

2. Assessment:

   • Identify scope of breach
   • Determine what was accessed/modified
   • Check for data exfiltration

3. Recovery:

   • Restore from known-good backups (pre-incident)
   • Rebuild affected systems if necessary
   • Update all credentials and keys

4. Hardening:

   • Review and update security policies
   • Patch vulnerabilities
   • Enhance monitoring

5. Documentation:

   • Document incident timeline
   • Update security procedures
   • Conduct post-incident review

RTO: 24 hours
RPO: Pre-incident state

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Backup Strategy

Backup Schedule

• Critical VMs/Containers: Daily backups
• Standard VMs/Containers: Weekly backups
• Configuration: Daily backups of Proxmox configuration
• Network Configuration: Version controlled (Git)

Backup Locations

1. Primary: Proxmox Backup Server (if available)
2. Secondary: External storage (NFS, SMB, or USB)
3. Offsite: Cloud storage or remote location

Backup Verification

• Weekly restore tests
• Monthly full disaster recovery drill
• Quarterly review of backup strategy

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Recovery Contacts

Primary Contacts

• Infrastructure Lead: [Contact Information]
• Network Administrator: [Contact Information]
• Security Team: [Contact Information]

Escalation

• Level 1: Infrastructure team (4 hours)
• Level 2: Management (8 hours)
• Level 3: External support (24 hours)

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Testing and Maintenance

Quarterly DR Drills

1. Test Scenario: Simulate host failure
2. Test Scenario: Simulate storage failure
3. Test Scenario: Simulate network outage
4. Document Results: Update procedures based on findings

Annual Full DR Test

• Complete infrastructure rebuild from backups
• Verify all services
• Update documentation

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Related Documentation

• BACKUP_AND_RESTORE.md - Detailed backup procedures
• OPERATIONAL_RUNBOOKS.md - Operational procedures
• TROUBLESHOOTING_FAQ.md - Troubleshooting guide

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Last Updated: 2025-01-20
Review Cycle: Quarterly