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Create The First Disaster Recovery Instance

DisasterInstance is the core resource most users interact with. It answers: which application is protected, where it syncs from and to, and how it should recover.

Prerequisites

  • Source and target clusters are registered and Ready.
  • Object storage is configured and reachable.
  • The application namespace exists on the source cluster.
  • Velero backup and restore can run in the application clusters.

Workflow

  1. Create or choose DR policies, such as AutoBackup, DataSync, and ResourceSync policies.
  2. Create a basic DR configuration with source cluster, target cluster, S3 repository, data sync type, and the sync policies created in the previous step.
  3. Create a DR instance configuration and select namespaces or label selectors.
  4. Configure workload type and advanced options.
  5. Create the instance and wait for protection to become active.

First create or choose policies from Policy Management. A basic DR configuration references DataSync and ResourceSync policies, so those policies must exist before you create the configuration.

DR policy management

Create DR policy

Then open Basic DR Configuration:

Basic DR configuration

Create the relationship between source cluster, target cluster, storage, sync type, and the selected sync policies:

Create basic DR configuration

Then create the instance configuration:

DR instance configuration

Create DR instance configuration

What Happens Next

The operator reconciles the instance through states such as Pending, Initializing, and Protected. If configuration is invalid, check status.reason, status.message, conditions, and events.

Verify

curl /apis/disasterinstances.testudo.softcdata.com/v1/instances
curl /apis/disasterinstances.testudo.softcdata.com/v1/watch/instances

Confirm that DataSync and ResourceSync are Ready and the latest backup and restore histories are successful.