Failover Recovery Validation Using VM Test Subsets

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Solution Overview

Problem

Performing a full failover procedure for virtual machines to test backup and recovery processes consumes significant processing resources and bandwidth, necessitating a more efficient method to validate these procedures without full resource utilization.

Innovation Solution

Implementing a subset of test procedures for a subset of virtual machines, including network and storage configuration testing, to generate a success metric indicating the functionality of backup and recovery processes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a full failover procedure is performed to test backup and recovery processes, then the reliability of backup and recovery is validated, but the processing resources and bandwidth consumed increase significantly

Engineering Contradiction:
Improvebackup and recovery validationVSAvoidprocessing resources and bandwidth
Core Design Contradiction:
ReliabilityVSUse of energy by moving object

Solution Approach 1:

The failover procedure is divided into multiple discrete validation steps (e.g., validating configuration files, testing network connectivity, verifying storage accessibility) that can be executed independently. This segmentation allows the system to validate critical recovery components without executing the complete failover process, thereby reducing resource consumption while maintaining validation effectiveness.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Instead of performing the complete failover procedure, the system executes a partial validation set that includes only the essential steps needed to confirm backup and recovery functionality. This partial action approach validates sufficient reliability indicators without the full resource expenditure of a complete failover test.

Inventive Principle:
Principle #16Partial or excessive action

2Reliability

If a full failover procedure is executed to ensure recovery functionality, then the confidence in recovery effectiveness is improved, but the time required for validation increases

Engineering Contradiction:
Improverecovery effectivenessVSAvoidvalidation time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The validation process is segmented into prioritized validation steps that can be executed in parallel or sequential order based on criticality. Non-critical validation steps can be skipped or accelerated, allowing the system to achieve sufficient confidence in recovery effectiveness more quickly without waiting for the complete failover procedure to finish.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system performs preliminary validation of configuration files, network settings, and storage accessibility before attempting the full failover procedure. These preliminary actions identify potential issues early and validate critical recovery prerequisites, reducing the overall validation time while maintaining confidence in recovery effectiveness.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS20250370888A1Application recovery configuration validation
Publication Date: 2025.12.04 RUBRIK INC
  • US20250370888A1 patent drawing
  • US20250370888A1 patent drawing
  • US20250370888A1 patent drawing

AI summary

A storage appliance may be configured to perform a method to evaluate a failover procedure. The method may include receiving a trigger indication to perform a test failover procedure for a plurality of virtual machines and identifying, based on receiving the trigger indication, a set of procedures for performing a full failover procedure on a target system based at least in part on a recovery configuration for the plurality of virtual machines. The method may include selecting a subset of test procedures of the set of procedures, causing execution on the target system of the subset of test procedures on a subset of virtual machines of the plurality of virtual machines, and calculating, based at least in part on the execution of the subset of test procedures on the subset of virtual machines, a success metric associated with the full failover procedure for the plurality of virtual machines.