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What is failover?

Failover is a high-availability strategy in IT and networking that enables systems, applications, or services to automatically switch to a redundant or standby system when the primary system fails or becomes unavailable. The goal of failover is to minimize downtime, maintain business continuity, and ensure uninterrupted service in the event of hardware failure, software crash, or other system disruption.

Failover systems are essential in environments where availability, performance, and reliability are mission-critical, such as data centers, cloud infrastructure, managed IT environments, and enterprise networks.  

What is a failover system?

A failover system is a configuration that includes at least one primary system and one or more continuously monitored standby systems. If the primary system fails, the failover mechanism automatically redirects processes, services, or traffic to the backup system, eliminating the need for manual intervention.

Failover can be implemented at multiple layers:

  • Server-level failover: A standby server takes over application or database workloads.
  • Network failover: Network traffic is rerouted through a secondary connection or router.
  • Storage failover: Backup storage devices are activated when primary storage is unreachable.
  • Cloud and virtual failover: Workloads shift to backup instances or environments in the cloud.  

How does failover work?

Think of failover like a backup generator for your IT systems. When the power (primary server or network) goes out, the generator (backup system) immediately turns on, keeping operations running without noticeable interruption.

Failover systems rely on:

  • Monitoring tools: To continuously check the health of the primary system.
  • Alerting mechanisms: To detect if the primary system becomes unresponsive.
  • Failover logic or orchestration: To initiate a switchover when failure conditions are met.
  • Redundant infrastructure: Standby systems that mirror or replicate the primary system’s data or configuration.

Common failover scenarios include:

  • A production database server crashes, and traffic is redirected to a secondary replicated server within seconds.
  • An internet connection fails at a branch office, and traffic is automatically routed through a backup ISP connection.
  • A virtual machine host fails, triggering a failover to a live VM in a different availability zone.  

Benefits of failover for IT and security teams

High availability and reduced downtime

Failover ensures continuous access to services and applications, even in the event of hardware failures, power outages, or network issues.

  • Keep mission-critical systems online 24/7.
  • Prevent productivity losses and missed revenue.
  • Meet or exceed uptime targets and SLAs.

Fast recovery without manual intervention

Failover systems are designed for automated switchover, allowing for faster recovery than manual recovery processes.

  • Eliminate the need for human decision-making in time-sensitive situations.
  • Trigger failover instantly via health checks or failure alerts.
  • Resume operations with minimal interruption.

Seamless business continuity

When integrated into your BCDR strategy, failover:

  • Reduces the impact of outages on customers and partners.
  • Supports cloud or hybrid BCDR strategies.
  • Allows recovery testing without taking systems offline.

Improved compliance and risk management

Failover capabilities help organizations satisfy the availability and resilience requirements for industry and regulatory compliance for sectors such as:

Infrastructure resilience

Failover is key to building resilient systems that can recover quickly and scale dynamically:

  • Supports load balancing and distributed deployments.
  • Enables multi-region or hybrid cloud architectures.
  • Reduces reliance on single points of failure.  

Who needs failover?

Failover is a foundational strategy for ensuring business continuity and business resilience.  Below are the key benefits broken out by team type. 

IT departments and enterprises

  • Protect uptime for mission-critical services like email, databases, and file systems.
  • Ensure 24/7 access to internal systems for global teams.
  • Lower the risk of costly outages that affect productivity, customer service, or revenue.
  • Comply with SLAs and business continuity planning requirements.

Cybersecurity and infrastructure teams

  • Enable secure failover of firewalls, VPNs, and intrusion prevention systems.
  • Support disaster recovery strategies for ransomware or DDoS attacks.
  • Protect continuous security monitoring and logging for compliance audits.
  • Maintain visibility into traffic and threat activity during switchover events to ensure seamless operations.

Managed service providers (MSPs)

Small and midsize businesses (SMBs)

  • Avoid downtime caused by internet or system outages that can stall operations.
  • Quickly restore apps and files to sustain productivity and service delivery.
  • Meet cyber insurance and regulatory requirements for backups, business continuity, and disaster recovery.
  • Ensure the availability of customer-facing portals or services to protect the business reputation.

Failover vs. redundancy vs. backup

Feature

Failover

Redundancy

Backup

Purpose Maintain operations during failure Duplicate components for fault tolerance Restore lost data or systems
Response Time Instant or near-instant Automatic or passive Manual or assisted (longer recovery time)
Action Type Automatic switchover Parallel systems handle load/failure Restore from saved copy
Ideal Use Uptime and availability Resilience in hardware or power failure Long-term recovery, ransomware recovery

Best practices for implementing failover

Identify critical systems for failover coverage

Not every system needs failover. Focus on:

  • Applications with high uptime requirements.
  • Customer-facing services like websites and portals.
  • Infrastructure that supports remote access or business operations.
  • Security and monitoring systems.

Use monitoring and alerting systems

Set up tools that can monitor system status and trigger failover automatically:

  • Monitor CPU, memory, and connectivity.
  • Ping between primary and standby systems for real-time synchronization.
  • Define clear thresholds for failover activation.

Keep standby systems synchronized

Ensure that standby systems are up to date with configurations and data:

  • Replicate files and databases continuously or in real-time.
  • Test replication integrity regularly.
  • Use virtualization or containers to streamline system mirroring.

Regularly test your failover strategy

Failover systems are only reliable if they’re tested under real-world conditions:

  • Conduct scheduled failover drills.
  • Include failover testing in your disaster recovery plan.
  • Document switchover procedures and expected RTO/RPO metrics.

Train your team on failover response

Even automated systems require human oversight:

  • Ensure technicians are aware of how to verify the failover status.
  • Train IT and security teams on how to manually trigger failover if necessary.
  • Document procedures for escalation and rollback.

BCDR tools for failover support

 BCDR solutions from ConnectWise can help you test a BCDR plan, including automating failover testing, monitoring high-availability environments, and managing BCDR within a centralized, user-friendly platform.  

FAQs

What is the purpose of failover? 

Failover ensures that IT systems or services continue to run even when a primary component fails, reducing downtime and supporting business continuity. 

How is failover different from backups? 

Failover and backups both support data protection and business continuity but they serve different purposes. Failover is about keeping systems running by automatically switching to a standby environment when the primary one fails. It focuses on minimizing downtime and maintaining operational continuity.

Backups are about saving copies of data at regular intervals so you can restore it in case of loss, corruption, or disaster. Backups are essential for data recovery, but they don’t provide instant access to systems like failover does.

In short, failover = immediate continuity, and backup = data recovery after disruption.

Can failover be used in the cloud? 

Yes, and it often is. Cloud-based failover allows systems, applications, or data to be quickly switched to a cloud environment when on-premises infrastructure fails. Many cloud platforms support virtual failover across regions or availability zones, making cloud failover a crucial component of hybrid and remote infrastructure strategies.