Testing backup and recovery for an internal analytics platform

Test recovery of analytics metadata, data connections, dashboards, permissions, and dependencies.

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Define recovery boundary

An analytics platform includes metadata, dashboard definitions, permissions, source connections, source data, identity, and scheduled delivery. State which parts recovery covers and the accepted data-loss boundary.

Inventory dependencies

List application metadata stores, warehouses, files, secrets, mail, identity, DNS, and reporting databases. A restored dashboard is not usable if its source or sign-in path is absent.

Run an isolated restore

Restore into an isolated environment. Use a normal account to sign in, open a known dashboard, verify permissions, and run a representative query without exposing production data.

Record failures and recovery order

Record timing, missing secrets, broken connection strings, permission differences, and dependencies that must precede the application. Update the runbook and repeat the failed stage.

Recovery record

Keep evidence with the platform.

ComponentTestResult
MetadataRestoreDashboard returns.
IdentitySign-inRestricted user works.
SourceQueryExpected data path.
PermissionsAccessExcluded data remains blocked.

Questions

Are snapshots enough?

Only if the full recovery path has been exercised.

What proves recovery?

A user journey and operator check succeed in isolation.

When retest?

After material dependency or architecture changes.

Recovery cycle

Name components and objectives.

Checks

Retain dated evidence.

Dependency map

Dependencies are ordered.

User test

A normal account works.

Limit record

Gaps are stated.

Sources and further reading

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