# IBM i (AS/400) Disaster Recovery Runbook Template

> Source: https://netray.co/tools/ibm-i-disaster-recovery-runbook-template
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

Fill-in recovery runbook for an IBM i production partition: objectives, restore sequence, contacts, validation steps and drill history.

## Category

erp-operations

## Erp

Oracle JD Edwards World

## Audience

- IBM i administrator
- IT manager
- Business continuity manager

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Company

**Key:** company

**Type:** text

**Default:** Acme Precision Ltd

#### System name

**Key:** system

**Type:** text

**Default:** PRODIBMI

#### Document version

**Key:** version

**Type:** text

**Default:** 1.2

#### Document date

**Key:** date

**Type:** date

**Default:** 2026-10-20

#### Recovery time objective

**Key:** rto

**Type:** text

**Default:** 8 hours

#### Recovery point objective

**Key:** rpo

**Type:** text

**Default:** 24 hours, or last journal receiver if journaling is active

#### Recovery site or target

**Key:** site

**Type:** text

**Default:** Secondary partition at the second data center

#### Backup method

**Key:** backup_method

**Type:** select

**Options:**

- Tape library
- Virtual tape to remote storage
- Replication to second system
- Cloud-hosted backup service

**Default:** Virtual tape to remote storage

#### Plan owner

**Key:** owner

**Type:** text

**Default:** IBM i administrator

#### Critical applications

**Key:** apps

**Type:** textarea

**Default:** JD Edwards World financials, distribution and manufacturing; EDI gateway; warehouse labeling.

**Blocks:**

#### Disaster Recovery Runbook: {{system}}

**Body:** Company: {{company}}
Version: {{version}}
Date: {{date}}
Plan owner: {{owner}}

#### Objectives and Scope

**Body:** Recovery time objective: {{rto}}
Recovery point objective: {{rpo}}
Recovery target: {{site}}
Backup method: {{backup_method}}

Critical applications:
{{apps}}

#### Recovery Sequence

**Table:**

**Columns:**

- Step
- Action
- Owner
- Target time
- Done

**Rows:**

**0:** 1

**1:** Declare disaster and notify the crisis team

**0:** 2

**1:** Prepare the recovery system and confirm hardware and licenses

**0:** 3

**1:** Restore the operating system and licensed programs

**0:** 4

**1:** Restore user profiles and configuration

**0:** 5

**1:** Restore application libraries and data

**0:** 6

**1:** Apply journal changes if journaling is used

**0:** 7

**1:** Validate data with the business owners

**0:** 8

**1:** Start subsystems, network and interfaces

**0:** 9

**1:** Open for users and communicate status

#### Validation Checks

**Body:** After restore, confirm record counts for key files, check the latest posted transaction date, run a sample order and a sample journal entry, and confirm interfaces reconnect. The business owner must sign that data is acceptable before general release.

#### Contacts

**Table:**

**Columns:**

- Role
- Name
- Phone
- Backup contact

**Rows:**

**0:** Plan owner

**0:** Hardware vendor

**0:** Software vendor

**0:** Business owner

**0:** Network provider

#### Test History

**Table:**

**Columns:**

- Date
- Type of test
- Result
- Time to recover
- Actions

**Rows:**

#### Approvals

**Signatures:**

- Plan owner
- IT director
- Business continuity lead

**Notes:** A starting point, not a complete plan. Adjust steps to your hardware, backup software, licensing and hosting arrangement. A plan that has never been tested should be treated as unproven.

## Content

**Intro:** When an IBM i system fails, the people who know how to restore it are often the same people under the most pressure. A written runbook replaces memory with steps, owners and target times.

**Sections:**

#### How to use the template

**Body:** Fill in the objectives first. The recovery time objective is how long the business can live without the system, and the recovery point objective is how much data it can afford to lose. Name the recovery target and the backup method. Then complete the sequence table with real owners and target times, add contacts and print the document. Store one copy outside the production site, because a runbook on the failed system is no use.

**Bullets:**

- Agree RTO and RPO with business owners, not only IT
- Keep an offline copy of the runbook
- Include license key and serial number references
- Review after every system or backup change

#### The restore order

**Body:** The sequence follows the usual IBM i recovery logic: operating system and licensed programs first, then user profiles and configuration, then application libraries and data, then journaled changes if you use journaling, then validation. Restoring in the wrong order can leave objects owned by profiles that do not exist yet or authorities that are missing. Your backup software documents the exact commands and your own order should match what your backups contain.

#### Testing and reading results

**Body:** The test history table is the proof that the plan works. Record the type of test, such as a tabletop review, a partial restore or a full recovery on another system, and the actual time to recover. Compare the time with your RTO. If a test takes longer, either improve the process or revisit the objective with the business. Do not hide the gap.

#### Common mistakes

**Body:** Common failures include backups that complete but cannot be read, license keys that do not match the recovery system, missing documentation for network settings and unclear authority to declare a disaster. Another frequent problem is assuming the recovery partition has enough capacity for the full workload. Check disk, memory and licensing in advance, and test restores regularly.

**Cta:** Netray can help you build read-only checks that confirm each backup run is complete and restorable before you need it.

**Faq:**

#### How often should I test an IBM i recovery?

**Answer:** At least once a year for a full test, with smaller restore tests more often. Test again after major changes such as an operating system upgrade, a hardware move or a change in backup software.

#### What is the difference between RTO and RPO?

**Answer:** RTO is the maximum acceptable downtime. RPO is the maximum acceptable data loss measured in time. A 24 hour RPO means restoring from last night's backup is acceptable; a one minute RPO needs replication or journaling.

#### Do I need a hot standby system?

**Answer:** Only if your RTO and RPO require it. Many manufacturers accept several hours of downtime. The cost of replication should be compared with the cost of an outage using your own numbers.

#### Who should approve the runbook?

**Answer:** The plan owner, IT leadership and the business continuity lead at minimum, and the business owners for the objectives. Keep signed copies and review at least yearly.

## Search terms

ibm i disaster recovery plan template, as400 dr runbook, ibm i recovery procedure document, as400 restore order, iseries business continuity template, jde world disaster recovery plan, ibm i rto rpo template

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