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Feature/disaster recovery docs (#213)
* Feature/add disaster recovery guides for 2025.3 * Feature/add disaster recovery scripts and update backup configurations for 2025.3 * Fix typos in disaster recovery guide links and update backup script documentation * Feature/add encryption key backup guides and update script paths for versioning * Feature/add backup and recovery guides for encryption key in disaster recovery documentation * Refactor disaster recovery guides by removing outdated sections on installation artifacts * Feature/add encryption key backup guides for single and multiple server disaster recovery * Remove unnecessary blank line in disaster recovery URLs configuration * Feature/add backup and recovery guides for single and multiple server disaster recovery * Feature/add detailed backup and recovery instructions for encryption key and application servers in disaster recovery documentation * Fix capitalization of "Installation" in disaster recovery documentation * Feature/update disaster recovery documentation for removing scheduled backups from web application server * Feature/update disaster recovery documentation for single and multiple server configurations * Feature/update disaster recovery documentation for clarity and consistency in backup instructions * Feature/add preserve scripts documentation for disaster recovery and update references * Feature/add documentation for Encryption Key backup and improve consistency in disaster recovery guides * Feature/update disaster recovery documentation to use {{% ctx %}} placeholder for consistency * Feature/update disaster recovery documentation for consistency and clarity in backup and recovery instructions * Feature/update disaster recovery documentation for title consistency and clarity in backup and recovery instructions * Feature/update disaster recovery documentation for clarity and consistency in recovery instructions
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---
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title: "Disaster Recovery Guides"
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linkTitle: "Disaster Recovery Guides"
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description: "This section includes all disaster recovery guides for the {{% ctx %}} platform."
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weight: 30
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---
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---
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title: "Multiple Server - With HA"
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linkTitle: "Multiple Server - With HA"
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description: "Instructions for disaster recovery of a {{% ctx %}} platform installed on multiple on-premise servers with high availability (HA)."
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weight: 50
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---
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---
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title: "Backup"
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linkTitle: "Backup"
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description: "Instructions to backup {{% ctx %}} on multiple on-premise servers with high availability (HA)."
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weight: 100
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---
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---
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title: "Add Backup of Encryption Key"
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linkTitle: "Add Backup of Encryption Key"
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description: "Instructions to backup the Encryption Key."
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weight: 30
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---
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# {{% param title %}}
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{{< section "/disaster-recovery/encryption-key/backup/description.md">}}
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## Configure the Backup Script
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{{< section "/disaster-recovery/encryption-key/backup/configure-backup-script.md">}}
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## Run the Backup Script
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{{< section "/disaster-recovery/encryption-key/backup/run-backup-script.md">}}
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## Preserve Installation Files
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{{< section "/disaster-recovery/encryption-key/preserve-installation-files.md">}}
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## Next Steps?
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1. [Add Scheduled Backup to Application Server][]
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[Add Scheduled Backup to Application Server]: {{< url path="Cortex.Guides.DisasterRecoveryGuides.MultipleServerWithHA.Backup.AddBackupToApplicationServer" >}}
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---
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title: "Add Scheduled Backup to Application Server"
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linkTitle: "Add Scheduled Backup to Application Server"
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description: "Instructions to add scheduled backups to the Application Server."
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weight: 40
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---
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# {{% param title %}}
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This guide describes how to configure a scheduled backup of the Application Servers. This will backup the application's reliable collections, the cluster's configuration, the service's appsettings, manifests and settings.
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## Configure the Backup Script
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{{< section "/disaster-recovery/application-server/backup/configure-backup-script.md">}}
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## Run the Backup Script
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{{< section "/disaster-recovery/application-server/backup/run-backup-script.md">}}
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## Preserve Installation Files
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{{< section "/disaster-recovery/preserve-scripts.md">}}
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## Next Steps?
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1. [Add Scheduled Backups to Web Application Server][]
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[Add Scheduled Backups to Web Application Server]: {{< url path="Cortex.Guides.DisasterRecoveryGuides.MultipleServerWithHA.Backup.AddBackupsToWebApplicationServer" >}}
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---
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title: "Pre-Backup"
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linkTitle: "Pre-Backup"
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description: "Information about the steps required to be completed prior to starting the backup process."
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weight: 20
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---
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# {{% param title %}}
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This guide describes how to perform the steps required before starting the backup of {{% ctx %}}.
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## Make Installation Artefacts Available on all Servers
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{{< section "/disaster-recovery/multi-make-installation-artefacts-available.md">}}
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## Next Steps?
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1. [Add Backup of Encryption Key][]
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[Add Backup of Encryption Key]: {{< url path="Cortex.Guides.DisasterRecoveryGuides.MultipleServerWithHA.Backup.AddBackupOfEncryptionKey" >}}
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---
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title: "Add Scheduled Backups to Web Application Server"
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linkTitle: "Add Scheduled Backups to Web Application Server"
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description: "Instructions to add scheduled backups to the Web Application Server."
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weight: 200
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---
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---
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title: "Add Scheduled Backup to Flow Debugger"
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linkTitle: "Add Scheduled Backup to Flow Debugger"
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description: "Instructions to add scheduled backups to the Flow Debugger."
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weight: 30
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---
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# {{% param title %}}
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This guide describes how to configure a scheduled backup of the Flow Debugger on the Web Application Server. This will backup the application's reliable collections, the cluster's configuration and the service's appsettings.
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## Configure the Backup Script
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{{< section "/disaster-recovery/application-server/backup/configure-backup-script.md">}}
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## Run the Backup Script
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{{< section "/disaster-recovery/application-server/backup/run-backup-script.md">}}
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## Preserve Installation Files
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{{< section "/disaster-recovery/preserve-scripts.md">}}
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## Next Steps?
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1. [Add Scheduled Backup to Gateway][]
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[Add Scheduled Backup to Gateway]: {{< url path="Cortex.Guides.DisasterRecoveryGuides.MultipleServerWithHA.Backup.AddBackupToGateway" >}}
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---
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title: "Add Scheduled Backup to Gateway"
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linkTitle: "Add Scheduled Backup to Gateway"
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description: "Instructions to add scheduled backups to Gateway."
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weight: 40
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---
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# {{% param title %}}
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This guide describes how to configure a scheduled backup of Gateway on the Web Application Server. This will back up the flow repositories, OpenAPI definitions, and the web config file.
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## Configure the Backup Script
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{{< section "/disaster-recovery/web-application-server/backup/configure-backup-script.md">}}
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## Run the Backup Script
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{{< section "/disaster-recovery/web-application-server/backup/run-backup-script.md">}}
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## Preserve Installation Files
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{{< section "/disaster-recovery/preserve-scripts.md">}}
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---
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title: "Recovery"
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linkTitle: "Recovery"
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description: "Instructions to recover {{% ctx %}} on multiple on-premise servers with high availability (HA)."
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weight: 200
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---
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---
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title: "Pre-Recovery"
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linkTitle: "Pre-Recovery"
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description: "Information about the steps required to be completed prior to starting the recovery process."
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weight: 20
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---
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# {{% param title %}}
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This guide describes how to perform the steps required before starting the recovery of {{% ctx %}}.
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## Make Installation Artefacts Available on all Servers
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{{< section "/disaster-recovery/multi-make-installation-artefacts-available.md">}}
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## Next Steps?
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1. [Recover Encryption Key from Backup][]
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[Recover Encryption Key from Backup]: {{< url path="Cortex.Guides.DisasterRecoveryGuides.MultipleServerWithHA.Recovery.RecoveryEncryptionKeyFromBackup" >}}
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---
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title: "Recover Application Server from Scheduled Backup"
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linkTitle: "Recover Application Server from Scheduled Backup"
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description: "Instructions to recover the Application Server from scheduled backups."
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weight: 40
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---
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# {{% param title %}}
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This guide describes how to recover the Application Servers from a backup. This will recover the application's reliable collections. Any recovery needed for the cluster's configuration, the service's appsettings, manifests or settings must be done manually.
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### Configure the Recovery Script
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{{< section "/disaster-recovery/application-server/recover/configure-recover-script.md">}}
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### Run the Recovery Script
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{{% alert title="Warning" color="warning" %}}
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A backup policy must be configured on the Application Server before running a recovery, see {{< ahref path="Cortex.Guides.DisasterRecoveryGuides.MultipleServerWithHA.Backup.AddBackupToApplicationServer" title="Add Scheduled Backup to Application Server" >}} for further information.
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{{% /alert %}}
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{{< section "/disaster-recovery/application-server/recover/run-recover-script.md">}}
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## Preserve Installation Files
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{{< section "/disaster-recovery/preserve-scripts.md">}}
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## Next Steps?
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1. [Recover Web Application Server from Scheduled Backups][]
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[Recover Web Application Server from Scheduled Backups]: {{< url path="Cortex.Guides.DisasterRecoveryGuides.MultipleServerWithHA.Recovery.RecoverWebApplicationServerFromBackups" >}}
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---
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title: "Recover Encryption Key from Backup"
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linkTitle: "Recover Encryption Key from Backup"
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description: "Instructions to recover the Encryption Key from backups."
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weight: 30
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---
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# {{% param title %}}
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This guide describes how to recover the Encryption Key from a backup. This will recover the Encryption Key to the application servers, the web application server, and the load balancer server if the built-in load balancer is used.
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{{% alert title="Warning" color="warning" %}}
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If recovering to new hardware, the Encryption Key must be recovered before {{% ctx %}} is installed.
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{{% /alert %}}
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### Configure the Recovery Script
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1. In the `Cortex Innovation {{< version >}} - App Server Install Scripts\Recovery` folder, locate the `Cortex.Innovation.EncryptionKey.Recover.ps1` script and open it with a text editor.
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1. Configure the script according to the details given below:
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```powershell
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.\Cortex.EncryptionKey.Recover.ps1 `
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-TargetMachines @("app-server1", "app-server2", "app-server3", "lb-server", "web-server") `
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-BackupPath "\\UncPath\BackupLocation" `
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-Credential $Credential
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```
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| Name | Description |
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|------------------------------------------------|-------------|
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|`TargetMachines` | Configure the values to contain the NETBIOS name or fully qualified domain name of the application servers, the web application server and load balancer server if using the built-in load balancer.|
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|`BackupPath` | Replace `\\UncPath\BackupLocation` with the path of the location the backups are stored in. If the path is a network path then the `Credentials` will be used to access that location.|
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|`Credential` | The credentials of the user which will be used to access the `BackupPath`. It must be a domain user that is a member of the local Administrators group on the server. <br /><br /> This does not need to be changed, a prompt will appear to enter this information when the script is run.|
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1. Save and close `Cortex.Innovation.EncryptionKey.Recover.ps1`.
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### Run the Recovery Script
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{{< section "/disaster-recovery/encryption-key/recover/run-recover-script.md">}}
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## Preserve Installation Files
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{{< section "/disaster-recovery/encryption-key/preserve-installation-files.md">}}
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## Next Steps?
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1. [Recover Application Server from Scheduled Backup][]
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[Recover Application Server from Scheduled Backup]: {{< url path="Cortex.Guides.DisasterRecoveryGuides.MultipleServerWithHA.Recovery.RecoverApplicationServerFromBackup" >}}
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---
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title: "Recover Web Application from Scheduled Backups"
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linkTitle: "Recover Web Application from Scheduled Backups"
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description: "Instructions to recover the Web Application Server from scheduled backups."
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weight: 200
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---
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---
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title: "Recover Flow Debugger from Scheduled Backup"
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linkTitle: "Recover Flow Debugger from Scheduled Backup"
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description: "Instructions to recover the Flow Debugger from scheduled backups."
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weight: 30
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---
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# {{% param title %}}
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This guide describes how to recover the Flow Debugger from a backup. This will recover the application's reliable collections. Any recovery needed for the cluster's configuration, the service's appsettings, manifests or settings must be done manually.
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### Configure the Recovery Script
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{{< section "/disaster-recovery/application-server/recover/configure-recover-script.md">}}
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### Run the Recovery Script
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{{% alert title="Warning" color="warning" %}}
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A backup policy must be configured on the Application Server before running a recovery, see {{< ahref path="Cortex.Guides.DisasterRecoveryGuides.MultipleServerWithHA.Backup.AddBackupToFlowDebugger" title="Add Scheduled Backup to Flow Debugger" >}} for further information.
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{{% /alert %}}
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{{< section "/disaster-recovery/application-server/recover/run-recover-script.md">}}
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## Preserve Installation Files
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{{< section "/disaster-recovery/preserve-scripts.md">}}
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## Next Steps?
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1. [Recover Gateway from Scheduled Backup][]
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[Recover Gateway from Scheduled Backup]: {{< url path="Cortex.Guides.DisasterRecoveryGuides.MultipleServerWithHA.Recovery.RecoverGatewayFromBackup" >}}
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---
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title: "Recover Gateway from Scheduled Backup"
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linkTitle: "Recover Gateway from Scheduled Backup"
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description: "Instructions to recover Gateway from scheduled backups."
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weight: 40
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---
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# {{% param title %}}
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This guide describes how to recover Gateway from a backup. This will recover the flow repositories and the OpenAPI definitions. Any recovery needed for the web config must be done manually.
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### Configure the Recovery Script
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{{< section "/disaster-recovery/web-application-server/recover/configure-recover-script.md">}}
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### Run the Recovery Script
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{{% alert title="Note" %}}
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A backup policy should be configured on the application server before running a recovery, see {{< ahref path="Cortex.Guides.DisasterRecoveryGuides.MultipleServerWithHA.Backup.AddBackupToGateway" title="Add Scheduled Backup to Gateway" >}} for further information.
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{{% /alert %}}
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{{< section "/disaster-recovery/web-application-server/recover/run-recover-script.md">}}
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## Preserve Installation Files
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{{< section "/disaster-recovery/preserve-scripts.md">}}
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---
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title: "Remove Scheduled Backups"
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linkTitle: "Remove Scheduled Backups"
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description: "Instructions to remove any scheduled backups of CORTEX on multiple on-premise servers with high availability (HA)."
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weight: 300
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---
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---
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title: "Remove Scheduled Backup from Application Server"
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linkTitle: "Remove Scheduled Backup from Application Server"
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description: "Instructions to remove scheduled backups from the Application Server."
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weight: 50
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---
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# {{% param title %}}
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This guide describes how to remove a scheduled backup from the Application Server. This will not delete any files created from the backup.
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## Configure the Backup Script
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{{< section "/disaster-recovery/application-server/backup/configure-remove-backup-script.md">}}
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## Run the Backup Script
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{{< section "/disaster-recovery/application-server/backup/run-remove-backup-script.md">}}
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## Preserve Installation Files
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{{< section "/disaster-recovery/preserve-scripts.md">}}
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## Next Steps?
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1. [Remove Scheduled Backups from Web Application Server][]
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[Remove Scheduled Backups from Web Application Server]: {{< url path="Cortex.Guides.DisasterRecoveryGuides.MultipleServerWithHA.Remove.RemoveBackupsFromWebApplicationServer" >}}
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---
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title: "Remove Scheduled Backups from Web Application Server"
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linkTitle: "Remove Scheduled Backups from Web Application Server"
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description: "Instructions to remove scheduled backups from the Web Application Server."
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weight: 200
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---

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