Disaster recovery runbook

On this page

• Automation account
• Input parameters
• Process
  • 1. Backup of the Primary CluedIn Instance
  • 2. Transfer of Snapshots and BACPAC Files
  • 3. Disaster Recovery Environment Validation

The disaster recovery runbook can be triggered manually or on a set schedule. It is responsible for orchestrating the backup > copy > restore process.

This runbook is a PowerShell script, which CluedIn will provide as needed.

This runbook is recommended for instances with less than 1M records.

Prerequisites

• This runbook is for CluedIn versions 2025.09.00 and onwards
• Pre 2025.09.00 use Disaster recovery runbook - legacy
• An active CluedIn cluster with a valid license (and/or a passive CluedIn cluster)
• The runbook script
• An automation account
• The backup runbook
• The copy runbook
• The restore runbook
• A storage account
• Sufficient permissions

Automation account

An automation account must be provided. The runbook will be installed into the the automation account. The three dependent runbooks must already be installed. Typically, the runbook should be scheduled to run once a day outside of office hours.

Input parameters

Parameter	Default	Description
CustomerName	required	Name of customer
Subscription	required	ID of the Azure subscription
SourceResourceGroup	required	Name of resource group where source AKS cluster is located
TargetResourceGroup	required`	Name of resource group where target AKS cluster is located
TargetStorageAccount	required	Name of target storage account
SourceSnapshotResourceGroup	required	Name of resource group containing source snapshots
TargetSnapshotResourceGroup	required	Name of resource group containing copied snapshots
ScaledownDR	true	Scales down a DR cluster after a successful restoer

Process

1. Backup of the Primary CluedIn Instance

The backup runbook performs the following actions:

• Takes snapshots of the virtual machine disks and stores them in a designated resource group.
• Exports the Azure SQL databases as BACPAC files.
• Stores the BACPAC files in a designated storage account.

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2. Transfer of Snapshots and BACPAC Files

Upon successful completion of the backups:

• Disk snapshots and BACPAC files are transferred from the primary region to the secondary region via the Microsoft backbone.
• Transfer completion and data integrity should be validated before proceeding.

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3. Disaster Recovery Environment Validation

The idle CluedIn DR instance in the secondary region is prepared and validated as follows:

1. Restart the DR environment.
2. Scale down all Kubernetes deployments and stateful sets.
3. Restore the disks from the replicated snapshots.
4. Restore the Azure SQL databases from the transferred BACPAC files.
5. Scale the stateful sets and deployments back up.
6. Verify that all services start successfully and the system operates without errors.
7. After validation, scale the CluedIn environment back down to its idle state to optimize cost.

Scaling down of the DR environment following a successful restore is optional.