KubernetesXCV · Backup StrategyBackup strategy
Disaster recovery plan — the cluster reconstitution
What you'll learn
- Define the RTO/RPO
- Configure the recovery procedures
- Plan the cluster reconstitution
- Plan the regional failover
Prerequisites
Verified against Kubernetes 1.34.x · kubeadm 1.34.x · kubectl 1.34.x · etcd 3.6.x · CoreDNS 1.11.x · containerd 1.7.x / 2.x · 2026-08-16
The disaster recovery plan is the discipline of reconstituting the cluster from the backups. The RTO and RPO are the recovery targets; the etcd snapshot, the persistent data, the manifests, and the Secrets are the inputs. This lesson walks the DR plan, the procedures, the regional failover, and the production patterns.
A DR plan that has never been executed is an estimate, not a target. The plan earns its RTO only after a rehearsal that starts from a cold region, restores etcd from a real snapshot, re-applies the manifests, and ends with a cluster serving traffic under its own DNS record.
The RTO and RPO
The RTO and RPO:
- RTO (Recovery Time Objective): 1 hour
- RPO (Recovery Point Objective): 1 hour
The RTO and RPO are the recovery targets.
The DR plan phases
The DR plan phases:
flowchart LR
A[Disaster] --> B[Detection]
B --> C[Decision]
C --> D[Recovery]
D --> E[Validation]
E --> F[Communication]
The phases are the DR flow.
The detection
The detection:
# The cluster is unresponsive
kubectl get nodes --request-timeout=5s
# The etcd is unhealthy
sudo ETCDCTL_API=3 etcdctl endpoint health
# The control plane is down
kubectl get componentstatuses
The detection is the first phase.
The decision
The decision:
- Is the cluster recoverable?
- Is the cluster reconstitutable?
- Is the regional failover needed?
The decision is the input for the recovery.
The recovery
The recovery:
# Step 1: Restore the etcd
sudo etcdutl snapshot restore /var/backups/etcd-20260816-100000.db
# Step 2: Restore the persistent data
velero restore create --from-backup my-backup
# Step 3: Re-apply the manifests
kubectl apply -f manifests/
# Step 4: Restore the secrets
kubectl apply -f secrets.yaml
The recovery is the cluster reconstitution.
The validation
The validation:
# Verify the nodes
kubectl get nodes
# Verify the pods
kubectl get pods -A
# Verify the services
kubectl get svc -A
# Verify the data
kubectl run nginx-test --image=nginx --rm -it --restart=Never --command -- nginx -v
The validation is the cluster health.
The communication
The communication:
- Notify the team: PagerDuty, Slack
- Update the status page: status.example.com
- Communicate with the customers: email, docs
- Update the post-mortem: the incident
The communication is the stakeholder management.
The regional failover
The regional failover:
flowchart LR
A[Primary region] --> B[DR region]
B --> C[Restore etcd]
C --> D[Restore persistent data]
D --> E[Re-apply manifests]
E --> F[Update DNS]
F --> G[Validate]
The regional failover is the cluster movement.
The backup verification
The backup verification:
# Verify the etcd backup
sudo etcdutl snapshot status /var/backups/etcd-20260816-100000.db
# Verify the Velero backup
velero backup describe my-backup --details
# Verify the manifest backup
git log --oneline manifests/
# Verify the secret backup
gpg --decrypt /var/backups/secrets-20260816.yaml.gpg
The backup verification is the operational discipline.
The DR drill
The DR drill:
# Step 1: Schedule the DR drill
# Schedule during off-peak hours
# Step 2: Restore in a test environment
velero restore create --from-backup my-backup --namespace test-restore
# Step 3: Verify the test environment
kubectl get pods -n test-restore
# Step 4: Document the DR drill
The DR drill is the operational verification.
The production patterns
The production patterns:
flowchart LR
A[etcd backup] --> B[Daily]
C[PV data] --> D[Weekly]
E[Manifests] --> F[Git]
G[Secrets] --> H[Encrypted]
B --> I[DR drill quarterly]
D --> I
F --> I
H --> I
The pattern is the production discipline.
The cross-course references
- The etcd course covers the etcd restore.
- The Velero course covers the cluster restore.
- The Disaster Recovery course covers the runbook.
Quiz
Knowledge check · 4 questions
Q1. What is the RTO (Recovery Time Objective)?
Q2. The DR drill is the operational verification.
Q3. Walk the DR plan for a cluster.
Cluster with etcd backup, PV data, manifests, secrets. The team is defining the DR plan.
Q4. What is the regional failover in the cluster's DR plan?
Passing score: 75%. Answers are checked in this browser.
Production discipline
- Define the RTO/RPO. The recovery targets.
- Configure the recovery procedures. The reconciliation.
- Test the backups. The verification.
- Schedule the DR drill. The operational discipline.
- Document the DR plan. The procedures, the runbook.
- Review the DR plan. The quarterly review.
The disaster recovery plan is the cluster’s reconstitution. Operating it well is the RTO/RPO, the recovery procedures, the verification, and the production patterns.