Server State Replication via Incremental File Transfer

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Solution Overview

Problem

Current data replication and server recovery techniques fail to provide real-time backup of entire servers, including system state information, leading to downtime and manual rebuilding processes, and are not feasible for large networks due to hardware and configuration disparities.

Innovation Solution

A system and method for replicating files and system state between source and target servers in near real-time, allowing for asynchronous data transfer, failover, and automatic rebuilding, while supporting diverse hardware and operating systems, and enabling bandwidth management and compression.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If full backup of system state and data is performed periodically, then data integrity is ensured, but backup time and system downtime increase

Engineering Contradiction:
Improvedata integrityVSAvoidbackup time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs continuous incremental backups in the background without stopping the server operations. The backup process runs continuously, capturing changes as they occur, rather than requiring periodic full backups that interrupt service. This ensures data integrity while maintaining continuous server availability.

Inventive Principle:
Principle #20Continuity of useful action

Solution Approach 2:

The system prepares backup infrastructure and configurations in advance, including pre-configuring the backup server with necessary system state templates and pre-allocating storage resources. This preliminary setup eliminates the need for time-consuming configurations during actual backup operations.

Inventive Principle:
Principle #10Preliminary action

2Quantity of substance

If incremental backup of changed files is performed, then backup storage space is reduced, but backup validity period is shortened

Engineering Contradiction:
Improvebackup storage spaceVSAvoidbackup validity
Core Design Contradiction:
Quantity of substanceVSReliability

Solution Approach 1:

The incremental backup process runs continuously in the background, constantly capturing and transferring changed files. This continuous operation ensures that the backup remains valid and up-to-date without requiring periodic full backups, maintaining both storage efficiency and backup validity simultaneously.

Inventive Principle:
Principle #20Continuity of useful action

3Reliability

If all files are closed before backup, then backup integrity is ensured, but network operations are interrupted

Engineering Contradiction:
Improvebackup integrityVSAvoidnetwork operations
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The backup system operates continuously in the background without requiring files to be closed or servers to be taken offline. It captures changes as they occur and transfers them to the backup server, ensuring backup integrity while maintaining continuous network operations and server availability.

Inventive Principle:
Principle #20Continuity of useful action

Solution Approach 2:

The system uses an intermediary backup server that receives and stores backup data independently from the production server. This intermediary approach allows the production server to continue operations without interruption while the backup process proceeds separately, eliminating the need to close files or interrupt network operations.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Ease of operation

If pre-image caching is used for open files, then backup of open files is enabled, but backup validity is still limited by file changes

Engineering Contradiction:
Improvebackup of open filesVSAvoidbackup validity
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The system performs continuous incremental backups that constantly monitor and capture file changes as they occur. This continuous process ensures that the backup remains valid and up-to-date, overcoming the limitation of pre-image caching which only captures snapshots at specific moments. The continuous backup approach maintains backup validity while enabling backup of open files.

Inventive Principle:
Principle #20Continuity of useful action

5Reliability

If real-time backup is implemented, then backup currency is improved, but hardware resources are doubled

Engineering Contradiction:
Improvebackup currencyVSAvoidhardware resources
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system extracts only the changed portions of files and transfers them to the backup server, rather than copying entire files or requiring duplicate hardware infrastructure. This incremental approach achieves real-time backup currency while using minimal additional hardware resources, as it leverages the existing storage capacity on the backup server.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The backup server is designed to serve multiple functions: it stores backup data, manages incremental transfers, and can restore systems. This multi-functional approach eliminates the need for dedicated hardware for each function, reducing overall hardware complexity while maintaining real-time backup capabilities.

Inventive Principle:
Principle #6Universality (Multi-functionality)

6Reliability

If disk mirroring is performed, then failover capability is provided, but disk requirements are doubled

Engineering Contradiction:
Improvefailover capabilityVSAvoiddisk requirements
Core Design Contradiction:
ReliabilityVSQuantity of substance

Solution Approach 1:

The system extracts and transfers only changed file portions to the backup server rather than maintaining complete mirrored copies of all disks. This approach provides failover capability by maintaining up-to-date backup copies while using significantly less disk space than full mirroring, as it only stores incremental changes rather than complete duplicates.

Inventive Principle:
Principle #2Taking out (Extraction)

7Extent of automation

If system state replication is implemented, then automatic rebuilding is enabled, but network bandwidth is consumed

Engineering Contradiction:
Improveautomatic rebuildingVSAvoidnetwork bandwidth
Core Design Contradiction:
Extent of automationVSLoss of energy

Solution Approach 1:

The system extracts and transfers only the changed system state information and configuration data to the backup server, rather than replicating entire system images. This selective replication enables automatic rebuilding capability while consuming minimal network bandwidth, as it transmits only the essential configuration data needed for restoration rather than complete system states.

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS8001079B2System and method for system state replication
Publication Date: 2011.08.16 OPEN TEXT CORPORATION
  • US8001079B2 patent drawing
  • US8001079B2 patent drawing
  • US8001079B2 patent drawing

AI summary

The invention generally describes a system and method for data backup and recovery, in particular for backing up an entire server (i.e., system state and data) in substantially real-time. The invention provides high availability by failing a source server over to a target server if the source server fails, where the target server is reconfigured nearly identically to the source server. The invention does not require the source and target servers to have identical hardware or operating system versions. The invention further allows for rapid, automatic, restoration of a source server.