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Configuring Complex RPO Hierarchies

The policy-based protection designed into CA Recovery Point Server lets you construct complex RPO (Recovery Point Objective) Hierarchies.

Examples:

Prerequisites:

This scenario presumes that you have already added RPS nodes to the list, created data stores, and know how to create simple policies.

Flow showing when to use advanced features

What do you want to do?

Create Advanced Retention Policy

Retention settings specify the quantity, time period, and type of recovery points to store on the assigned server. Retention settings are required in all CA Recovery Point Server policies. Retention is continual; recovery points are kept only as long as they satisfy a retention setting and then they are merged/purged off the data store.

Number of Recovery Points to Keep - This setting directs the application to keep the most recent n recovery points, regardless of type. This setting protects your data from loss due to network outages or hardware failures during the backup or replication operation. When the value of n is exceeded and Advanced Retention Policies are not enabled, the oldest stored recovery point is merged/purged with the next oldest to form a new baseline. In this manner, the number of stored normal recovery points is maintained at the value that you set for n.

Advanced Retention Settings - These fields let you specify the number of Daily, Weekly, or Monthly recovery points to store on a long-term basis. You can set one or all of these values, according to your needs. Retaining seven daily backups gives you a week of recovery points, four weekly backups is a month of recovery points, and so on. The default values are 7 daily, 4 weekly and 1 monthly backups to retain. Recovery points are stored on a rolling basis only while they satisfy a retention setting. At times when a recovery point satisfies more than one retention setting, it is saved only once.

Note: You can combine normal and advanced settings as long as the total number of retained recovery points does not exceed 1344.

Example:

Perform backups every 6 hours. To simplify this example, specify 4 as the Number of Recovery Points to Save (N) so that one full day of backups is always kept, but note that the default value is 31. Keep the default values for the Advanced Retention Settings: Daily = 7, Weekly = 4, Monthly = 3.

Daily backup recovery points are not merged/purged until the value specified is exceeded

Normal backups occur every 6 hours and are shown as gray bars on the diagram. The value for N is set to 4 to keep recovery points for the last day but N can be set to any value up to 31. Daily backups are shown as green bars in the diagram and the number of daily backups to keep is set to 7. Weekly backups are shown as blue bars. The number of weekly backups to keep is set to 4. Note, a monthly backup is not shown because the current time is the end of week 2.

What Happens Next?

Follow these steps:

  1. On the source node, click New under the Policy category. The New Policy dialog opens.
  2. Complete the Data Store Settings as usual.
  3. On the Basic Settings screen, specify the Retention Settings. The default value is 31. This value is a rolling setting and helps you recover from unplanned interruptions like a network outage or hardware failure.
  4. Click the option, Enable Advanced Retention Policies.
  5. Enter a value for the number of Daily, Weekly, and Monthly recovery points to store on the data store. The default values are 7 Daily, 4 Weekly, and 1 Monthly. These values are long-term retention settings and let you set up complex hierarchies.
  6. Complete the remaining New Policy screens as usual.
  7. Click Save.

Your advanced retention settings take effect with the next scheduled CA ARCserve D2D backup.

Specify a Chain of Replication Targets

Replication, when enabled, lets you copy recovery points from the source node (the node where you are creating a policy) specified in one policy to a target node. Any target node can be the source node in another policy. By creating policies that specify other nodes and policies, you can define complex RPO hierarchies to satisfy your SLAs (service level agreements) for recovery.

Policies that you assigned to a target node appear in the Replication Target Settings Policy selection list when you create a policy on another node. If no policies are shown in the selection list, you cannot save the policy. Make sure you define policies on each target node first and work backwards to the source.

Enabling replication settings requires you to specify a target node and a policy assigned to that target.

Example:

Suppose that you want to replicate the recovery points created when a server called D2D 1 performs a backup job. You have four nodes in your RPS Node list: RPS 1, RPS 2, RPS 3, and RPS 4. These nodes can be local or remote or even in the cloud.

Replication policies always require a source and a target node. Node pairs are in shaded boxes on the diagram. When you specify a target node in a source node policy, also choose one of the policies that were assigned to that target. If the target node has no policies, you cannot save the source node policy. Therefore, define policies on RPS 4, then RPS 3, RPS 2, RPS 1, and finally, D2D 1. The Policy Definition Steps shown in the diagram correspond to the process.

Policies are defined with last target first and move to source.

Follow this process:

  1. On RPS 4, create a policy with no replication enabled. This node is your final server in the series so replication is not needed. If you add nodes later, you can modify this policy to enable replication and specify a target node.
  2. On RPS 3, create a policy with replication enabled. Remember that RPS 3 is the source node and RPS 4 is now the target node. Specify RPS 4 as the target on the Replication Settings screen. Choose the policy that you created on RPS 4 (step 1) that does not have replication enabled.
  3. RPS 2 is now the source node and RPS 3 is now its target. Create a policy with replication enabled. Specify RPS 3 as the target on the Replication Settings screen. Choose the policy that you created on RPS 3 (step 2) to replicate recovery points to RPS 4.
  4. RPS 1 is now the source node and RPS 2 is now its target. Create a policy with replication enabled. Specify RPS 2 as the target on the Replication Settings screen. Choose the policy that you created on RPS 2 (step 3) to replicate recovery points to RPS 3.
  5. D2D 1 is now the source and RPS 1 is now its target. Create a CA ARCserve D2D policy and click Use RPS as the backup destination. Specify RPS 1 as the backup destination and then specify the policy you created (step 4) to replicate recovery points to RPS 2.

Backup and replication jobs are triggered when the backup schedule defined in CA ARCserve D2D launches, or when you click Backup Now. The backup job stores recovery points on RPS 1, which then replicates those recovery points from RPS 1 to RPS 2. The policy on RPS 2 replicates to RPS 3. The policy on RPS 3 replicates to RPS 4. Replication is the blue arrow on the diagram.

Important Note about Global Deduplication -- If you enabled deduplication on any data store in the chain, do so for all data stores. You cannot perform deduplication on only one Source/Target node pair.