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Disaster recovery testing

As explained in 100 SQL Server Mistakes and How to Avoid Them

Disaster recovery testing is a planned exercise that validates whether systems, data, procedures, and personnel can recover after a disruptive failure.

Mistake #1: treating synchronized data as proof that disaster recovery works. Failover can still expose poor secondary performance, missing permissions, encryption mismatches, or other operational failures. Find those problems during a controlled test—not at 2 a.m. during a real incident. section 13.3

The secondary replica that could not serve users

An availability group fails over from a primary replica to a secondary replica in another data center. The transition succeeds, but users immediately face unacceptable performance because of network latency or insufficient secondary capacity. Failover can also fail when the SYSTEM account lacks VIEW SERVER STATE, CONNECT SQL, or ALTER ANY AVAILABILITY GROUP, or when forced encryption prevents health monitoring from connecting. section 13.3

Use a recurring DR-test checklist:

  • Test every application regularly; an annual test is common, preferably through a rolling schedule. section 13.6
  • Measure performance after failover and involve users to confirm that the application remains usable. section 13.3 section 13.6
  • Check secondary-node capacity, required permissions, encryption configuration, monitoring, and the behavior of the selected HA/DR technology. section 13.3 section 13.5
  • Avoid overloading a cluster: capacity-plan for a failed-over workload and rehearse the event before relying on it. section 13.5
Figure 13.6 Active/active cluster using availability groups providing automatic failover in a single site

Use the active/active availability-group cluster diagram to relate automatic failover, shared cluster capacity, and overload risk. section 13.5

How 100 SQL Server Mistakes and How to Avoid Them covers it

How deep it goes
Explains recurring tests, user validation, capacity checks, and representative failover failures without prescribing a complete test procedure.
Examples
Uses cross-data-center availability-group failover, secondary performance complaints, missing permissions, encryption mismatch, and overloaded clusters.
What it assumes
Assumes familiarity with HA/DR deployments while distinguishing synchronized data from a proven ability to fail over.
What you can do after
Diagnose failover readiness by rehearsing recovery, checking prerequisites, measuring performance, and confirming usability with users.
How it connects
Connects disaster recovery testing with availability groups, failover clustering, log shipping, capacity planning, permissions, and encryption.

Related concepts

This explainer was generated by Manning's knowledge graph from the text of 100 SQL Server Mistakes and How to Avoid Them. The section links point to the parts of the book it draws on.