Separate recovery design from a backup purchase
| Work package | Expected output |
|---|---|
| Discovery | Service inventory, dependencies and business-priority order. |
| Design | Recovery objectives, alternate-environment assumptions and access model. |
| Implementation scope | Backup, configuration and connectivity tasks with assigned owners. |
| Exercise and handover | Restoration record, unresolved findings and an operator runbook. |
The exact tasks depend on the platform arrangement and external services. Name exclusions such as vendor approvals or third-party connectivity work before the project begins.
Design around recoverable services
Establish what is needed to return client access, administration, market data, execution connectivity and operational integrations. Those workflows can depend on different data and components. Specify how the team checks consistency and which responsibilities stay with a provider.
A second location may be part of the design, but geography alone does not establish a usable recovery state. Confirm data protection, configuration readiness, required permissions and the process for activating the alternate arrangement. Avoid describing a desired recovery time as a guaranteed result before it has been tested.
Define what acceptance looks like
Agree a controlled exercise, the expected data state and the checks that demonstrate the required workflows. Record the observed outcome and limitations, then deliver the final procedure together with responsible contacts and maintenance obligations. Schedule a new review when platform, routing or integration dependencies change.
Use the recovery exercise guide to prepare the evidence. For a wider launch or migration, include recovery tasks in the MT5 deployment scope so the implementation and day-to-day operating responsibilities remain aligned.