Automated Bare Metal Recovery Using Pre-stored Scripts

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Solution Overview

Problem

Existing bare metal recovery methods require user intervention and are not automated, making them inefficient for development and testing, and they struggle with persisting recovery information and state data during the process, especially in remote machines where network access may be unreliable.

Innovation Solution

Automating the bare metal recovery process by storing recovery information and post-restore customization data on a backup storage medium, which is always accessible, and using a recovery script to trigger the recovery of the operating system version without user intervention, ensuring that the recovery environment can execute the recovery process independently without external connectivity.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If automated bare metal recovery is implemented, then productivity and efficiency are improved, but device complexity increases due to automation scripts and recovery environment configuration

Engineering Contradiction:
Improverecovery efficiencyVSAvoidautomation complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent prepares recovery information, automation scripts, and customization data in advance on the backup storage medium before the recovery process is needed. This preliminary preparation enables the automated recovery to execute without user intervention during the actual recovery operation, resolving the contradiction by shifting complexity preparation to a prior stage when productivity can be improved.

Inventive Principle:
Principle #10Preliminary action

2Ease of operation

If recovery information is stored on existing disks, then ease of operation is improved, but reliability deteriorates because disks may be erased and repartitioned during recovery

Engineering Contradiction:
Improvestorage accessibilityVSAvoiddata persistence
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent extracts recovery information, automation scripts, and customization data from the existing disk storage and places them on a separate backup storage medium. This extraction ensures that the recovery information is preserved and remains accessible even when the original disks are erased or repartitioned during the bare metal recovery process, resolving the contradiction between ease of access and reliability.

Inventive Principle:
Principle #2Taking out (Extraction)

3Adaptability or versatility

If network access is enabled in recovery environment, then adaptability is improved, but security worsens due to exposure to malicious attacks

Engineering Contradiction:
Improvenetwork connectivityVSAvoidsecurity risk
Core Design Contradiction:
Adaptability or versatilityVSObject-affected harmful factors

Solution Approach 1:

The patent performs all necessary recovery operations, including executing automation scripts and applying customization data, before the recovery environment is fully established and before network access is enabled. This preliminary completion of critical operations ensures that the system can be restored securely without requiring network access during the vulnerable recovery phase, resolving the contradiction between adaptability and security.

Inventive Principle:
Principle #10Preliminary action

4Ease of operation

If user intervention is required for boot device changes, then ease of operation worsens, but device complexity is reduced by avoiding automation scripts

Engineering Contradiction:
Improveuser involvementVSAvoidrecovery automation
Core Design Contradiction:
Ease of operationVSExtent of automation

Solution Approach 1:

The patent implements self-service automation where the recovery process automatically changes boot device order, executes recovery operations, and applies customization data without requiring user intervention. The automation script on the backup storage medium enables the system to perform these tasks autonomously, resolving the contradiction by improving ease of operation through automation while managing the complexity through pre-prepared scripts.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS7694165B2Automation of bare metal recoveries
Publication Date: 2010.04.06 MICROSOFT TECHNOLOGY LICENSING LLC
  • US7694165B2 patent drawing
  • US7694165B2 patent drawing
  • US7694165B2 patent drawing

AI summary

Completely recovering data stored on a hard disk or other computer-readable media of a computing system from scratch in an automated manner. Recovery information and post-restore customization data are stored on the backup medium that stores the backup of the computer-readable media of the computing system (e.g., operating system, application programs, user data, application data, etc.). The computing system is rebooted into a recovery environment where a recovery script automates the recovery of the backup. The recovery information and post-restore customization data are applied to the offline, recovered backup to ensure continuity. The computing system is rebooted into the recovered backup.