Slide 35
Slide 35 text
Backup & Recovery Best Practices
Planning Your Backup Strategy
1 Leverage Incremental Backups
Take advantage of PostgreSQL 17's new incremental
backup capabilities to reduce backup times and storage
requirements. Implement a strategy that combines full
backups at longer intervals with frequent incremental
backups to minimize recovery time objectives (RTOs).
Consider using the new pg_basebackup improvements
to automate this process and establish a predictable
backup cadence that aligns with your organization's
data recovery service level agreements (SLAs). Monitor
the performance impact of your backup schedule and
adjust as needed to ensure minimal disruption to
production workloads, particularly during peak usage
periods. The incremental approach also enables faster
point-in-time recovery capabilities, allowing more
precise restoration to specific transaction points.
2 Implement Smart Retention Policies
Design backup retention policies that balance storage
costs with recovery needs. With PostgreSQL 17's more
efficient backup mechanisms, you can afford to keep
more recovery points without exponentially increasing
storage requirements. Consider a tiered approach
where recent backups are kept on fast, local storage for
quick recovery, while older backups are automatically
migrated to more cost-effective cold storage.
Implement backup lifecycle management that aligns
with your regulatory compliance requirements and
business data retention policies. Create automated
classification systems that tag backups based on their
content sensitivity, business value, and regulatory
importance to apply appropriate retention rules.
Develop clear expiration and purging processes that
securely delete backups at the end of their retention
period while maintaining complete chain-of-custody
documentation.
Ensuring Backup Integrity
1 Automate Backup Verification
Use PostgreSQL 17's enhanced tooling to automatically
verify backups after creation. This ensures that your
backups are valid and can be successfully restored,
preventing unpleasant surprises during actual recovery
situations. Implement post-backup verification
processes that check both logical and physical integrity
of backups. Consider spinning up test instances to
validate that critical database functions work properly
with restored data, and integrate these verification
processes into your monitoring and alerting systems.
Develop comprehensive validation scripts that test not
just data integrity but also constraints, indexes, stored
procedures, and query performance on restored
databases. Establish verification thresholds that
automatically escalate issues when backup integrity
scores fall below acceptable levels or when verification
times exceed expected windows.
2 Monitor Backup Performance Metrics
Establish comprehensive monitoring for all aspects of
your backup operations using PostgreSQL 17's
enhanced observability features. Track key metrics
including backup duration, compression ratios, storage
utilization, and verification times to identify trends and
potential issues before they impact recoverability. Set
up alerting thresholds for backup operations that
exceed normal parameters, particularly for incremental
backups that suddenly grow larger than expected
(potentially indicating database corruption or abnormal
data growth). Implement dashboards that provide
visibility into backup success rates, recovery point
objectives (RPO) compliance, and storage efficiency.
Consider integrating backup telemetry with your
overall database monitoring strategy to correlate
backup performance with database workload patterns
and maintenance activities.
Security and Governance
1 Secure Your Backups
Protect your backups with the same level of security as
your production databases. Implement encryption at
rest and in transit for all backup data using PostgreSQL
17's enhanced security features. Establish strict access
controls to backup repositories and implement strong
authentication for any systems or personnel that can
access backup data. Consider geographic distribution
of backup copies to protect against regional disasters,
and regularly audit your backup security measures to
ensure they meet evolving compliance requirements.
Implement role-based access controls that strictly limit
who can initiate, access, or restore backups based on
principle of least privilege. Ensure backup encryption
keys are properly managed with secure key rotation
procedures and emergency access protocols that don't
create single points of failure while maintaining strong
security boundaries.
2 Document Your Recovery Plan
Maintain comprehensive, up-to-date documentation of
your backup and recovery procedures. Include step-by-
step recovery instructions, contact information for key
personnel, dependencies between systems, and
recovery prioritization guidelines. With PostgreSQL 17's
new tooling, document the specific commands and
configurations needed for different recovery scenarios.
Ensure this documentation is accessible during
emergencies, including situations where normal
documentation systems might be unavailable, and
review it regularly as part of your disaster recovery
testing. Create role-specific recovery runbooks that
provide appropriate level of detail for different team
members involved in the recovery process. Maintain
documentation of database schema changes and
application dependencies to ensure that recovered
systems remain compatible with interconnected
applications and services.
Testing and Recovery Readiness
1 Regular Recovery Testing
Regularly test your backup and recovery procedures to
ensure they work as expected. PostgreSQL 17's
improved tools make it easier to verify backup integrity
and practice recovery operations without disrupting
production systems. Schedule quarterly or monthly
disaster recovery drills that simulate different failure
scenarios including hardware failures, data corruption,
and accidental data deletion. Document recovery times
and continuously refine your processes to meet
business continuity requirements. Include cross-
functional teams in recovery testing to ensure both
technical and business stakeholders understand the
recovery procedures and timelines. Develop recovery
time benchmarks for different database sizes and
complexity levels to establish realistic expectations and
identify optimization opportunities.
2 Develop Multi-Tier Recovery Strategies
Design layered recovery strategies that address
different types and severities of failure scenarios using
PostgreSQL 17's flexible recovery options. Implement a
comprehensive approach that includes point-in-time
recovery capabilities, standby replicas for rapid failover,
and full restoration procedures for catastrophic failures.
Consider implementing delayed replicas that protect
against logical corruption by maintaining a time-
delayed copy of the database. Establish clear decision
trees for determining which recovery method to use
based on the nature of the incident, required recovery
time, acceptable data loss, and available resources.
Document the interactions between PostgreSQL's
native recovery mechanisms and any third-party
backup tools or cloud services to ensure seamless
operation during high-pressure recovery situations.