Key Concepts and Best Practices for OpenShift Virtualization

Kubernetes Backup and Restore: 7 Best Practices to Fortify Your Future

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In the Kubernetes era, safeguarding critical information with robust Kubernetes Backup and Restore strategies has become an imperative. It is not a nice to have anymore, and we cannot afford to ignore it. Yet, IT organizations consider disaster recovery for Kubernetes at the later stages of deployment. The belief being that traditional manual people intensive methods can be used. The reality is that with Kubernetes feature rich flexibility comes complexity, (great article about this subject was recently published in THENewStack )  which renders traditional approaches inadequate, leading to inefficiencies and potentially disastrous scenarios. In response to this pressing challenge, I would like to present to you these Best Practices in “Kubernetes Backup and Restore: 7 Definitive Ways to Fortify Your Future” – not merely a lucky number, but a meticulously curated set of practices designed to eliminate reliance on luck altogether.

Consider This:

Now, armed with the urgency these statistics evoke, let’s delve into the strategies that fortify your Kubernetes environment against potential disasters.

#1: Understand What to Protect, Backup and Restore

Whether it is protecting Helm Charts, as to not brake the lifecycle management of Helm-based applications; or, protecting the configurations of Operators if they are not stored in GIT, Kubernetes backup and restore solutions need to have intimate understanding of data, metadata, and all objects associated with stateful applications. Why? Because time can be cost – according to this article downtime incidents in industries like Retail, Telecommunications, or Energy can incur losses between $1.1 million and $2.5 million per hour. Much like the article explains, and from our experience with customers, these outages can be attributed to the lack of environmental maintenance or other ecosystem issues.

#2 Know Your Users

Utilize Kubernetes native RBAC (Role-Based Access Control) to ensure that only authorized personnel have access to critical resources. With 70% of security breaches involving privileged credentials, Kubernetes RBAC emerges as a vital security control to restrict access to resources based on defined roles. 2 To minimize the potential of error and creating security gaps, refrain from data protection offerings that require RBAC to be defined in their system. This approach introduces potential points of failure and can open up Privileged Access, Privileged Account, or Privileged Session Management issues.

#3: Regular Backups

According to Uptime Institute, 85% of human error outages stem from procedural lapses. This statistic demonstrates the need for regular backup. To ensure that backup and restore capabilities are executed in a timely fashion, establish a robust backup strategy leveraging automation where possible. And, reenforce this with policy-enabling tools to minimize the potential of human-based outages. Coupling technologies like Red Hat Ansible Automation Platform with Red Hat Advanced Cluster Management (RHACM) as shown in this Red Hat infographic or with Kubernetes projects like Kyverno are solid steps to resiliency.

Our Red Hat OpenShift Backup and Recovery platform is integrated with OpenShift and provides out of the box capabilities like support for Red Hat Advanced Cluster Management.

#4: Strong Encryption Posture

Encryption inflight and at rest are must have security features. According to this 2023 post by cybersecutity solution provider Stormshield, To avoid this (non-adoption of encryption in organizations) pitfall, encryption solutions need to be simple, easy and transparent to both users and administrators. Eliminating friction points and optimising the user journey is therefore the way forward for teams seeking to integrate these new methods into their digital hygiene routines. Conversations in the field have identified that implementing strong encryption protocols on an individual application basis with “Bring Your Own Key Management” is a preferred method of security. This approach not only enhances key management control but also reduces attack vectors, encrypting data from the application down to any storage target, minimizing the risk of unauthorized access or tampering. In our (Trilio) journey with customers and partners, this native/cloud friendly approach became important as customers adopt and integrate services such as Hashicorp and other encryption solutions into their workflows. Security conscious and compliance-driven verticals such as Financial Services have requested this feature.

#5: Secure Your Backups

Embrace an immutable backup strategy, where Kubernetes backups cannot be altered or deleted for a specified retention period. This approach enhances data integrity and security, providing a reliable and recoverable data state while offering an additional layer of defense against cyber threats. One of the most important practices that a backup vendor can provide is to make sure that immutable backups are configured with retention lock.  Without this configuration, bad actors can attack backups by modifying large amounts of data. This can result in swelling backup pools and the deletion of all existing backups to free up space.  

To combat this,Trilio will calculate a new retention policy based on the scheduling policy, retention policy, and maximum length of incremental backups, and then validates it against the default retention policy set on the bucket to ensure Trilio will be able to lifecycle the backups correctly while maintaining SLAs and overall compliance. This calculated new retention policy is then applied to all the backups. Additionally, as customers and prospects continue to look for operational efficiencies while delivering more robust feature sets, we have seen the need to eliminate the request for dedicated and sized immutable real estate in storage environments. Rather, determine you want immutable backups and start protecting points-in-time without the fear of running out of pre-defined allocated storage for immutability.

#6: Ensure Recoverability

Conduct and streamline automated Kubernetes backup, restore and disaster recovery testing with integrated Ansible playbooks to identify and rectify potential gaps in your strategy before a real disaster strikes. Customers that plan and regularly test their backups can react in these events with confidence. As a response to this and to help the lives of our customers we answered with Runbooks and Ansible Validated Content to be leverage in the field. This not only streamlines adoption of Kubernetes recovery capabilities but encourages the motion of efficiently and regularly testing through automation. Compliance initiatives like the EU’s Digital Operational Resilience Act (DORA) underscore the critical importance of testing and recoverability. Leaders of organizations can be held personally accountable for an entity’s failure to comply with DORA. As IBM points out, organizational requirements will be enforced proportionately, meaning smaller entities will not be held to the same standards as major financial institutions.

#7 Be Prepared, Be Portable

Maintain the ability to move applications and data across environments and clouds for testing and guaranteed recovery. According to research from Huntsmen Security, the anticipated rise in organizations unable to afford adequate cyber insurance coverage in 2023 is expected to double. The good news is that companies that regularly test their Kubernetes backup, restore and disaster recovery plans have a 96% higher chance of recovering quickly. A good Kubernetes backup and recovery solution must have the ability to efficiently recover and migrate a point-in-time (backup) into other clusters or clouds. This capability not only satisfies requirements but opened up a number of new conversations with our customers. Seamless application portability is not only great for recovery but a capability that DevOps and ITOps alike can leverage for other data management needs such as test dev, application staging, application repatriation, and Sovereign Cloud Management. 7

Conclusion

Data Protection for Kubernetes

In conclusion, Kubernetes back up and restore demands technology developed specifically for Kubernetes. By adhering to these seven best practices you create operational resiliency. You not only mitigate the risks but position yourself to handle unforeseen events with confidence. Remember, a robust Kubernetes backup and restore strategy is not just a best practice – it is an absolute necessity in today’s dynamic landscape!