Knowledge base topic · 9 entries
Hosting and Recovery
Plan recovery drills, infrastructure tests and operational reviews with clear evidence for backups, latency, monitoring, maintenance and certificates.
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Understand the topic
Reliable hosting is a set of observable behaviors, supported by people and records. A server can be reachable while account data is incomplete, a price feed is stale or a payment queue is not progressing. This collection helps an operator turn broad infrastructure promises into specific questions: what service must recover, which data must be preserved, who can authorize the next action and what evidence will show that the action worked?
Begin with the business process rather than the machine inventory. List the paths that matter to clients and operations: authentication, account visibility, order submission, price delivery, payment processing and reporting. Connect each path to its database, queues, external providers, credentials and responsible teams. A diagram becomes useful when it exposes a dependency that a test can actually exercise. A recovery target for one database does not automatically describe recovery of the entire trading service.
The recovery pages distinguish objectives from measurements. Recovery time and recoverable data answer different questions; both require an agreed start and finish. A backup success notification is an input to a restore exercise, not its conclusion. The drill record should follow the recovered system through integrity checks, reconciliation with external activity and a controlled decision to reopen. Fictional times in these pages explain the measurement method and do not describe FxTrusts performance or contractual commitments.
Performance tests need similarly precise boundaries. Concurrent logins, incoming order events, market-data subscriptions and report generation stress different resources. The capacity guide shows how to describe that mixture and preserve a repeatable test record. The latency guide separates a client-observed round trip from intervals measured within individual services. Recording clock assumptions, failed requests and tail behavior makes the evidence more useful than a single attractive average. Any production test requires an authorized scope and clear stop conditions.
Day-to-day controls connect those measurements to action. An alert should tell a responsible person what impact requires attention. A maintenance plan needs a reversible decision point, a validation record and an honest status update when the result differs from the forecast. Certificate renewal needs checks at the endpoints clients actually use. Operational logs need enough context to explain changes without becoming an uncontrolled copy of passwords, identity documents or payment data.
Use the checklists as starting records to adapt to your stack and agreements. The cited AWS, PostgreSQL, OWASP, Python, Grafana and Google materials explain particular technical mechanisms or operating principles; they do not certify a brokerage deployment. Identify which recommendations apply, record exceptions and ask the relevant supplier for current configuration evidence. After an incident or drill, feed what you learned into the next test. A short, well-supported improvement with an owner is more useful than an impressive recovery document that nobody has exercised.
Published by FxTrusts, a supplier of brokerage and prop firm technology. Prepared with AI-assisted research and drafting; reviewed against the cited public sources. Examples are illustrative. Product links describe our services.
Continue with the broader guides
Connect this reference to platform selection and the wider operating workflow.
References and implementation tasks
- Checklist
Alert Severity Matrix: Trading, Payments and Back Office
Classify trading, payment and reporting incidents by observed impact, uncertainty and urgency, with owners and evidence required for escalation or recovery.
- Checklist
Audit Logs: Retention, Access and Sensitive-Data Redaction
Design operational audit records with useful event context, restricted access and field-level redaction, while assigning retention and deletion decisions.
- Checklist
Backup Restore Drill: Proving a Recoverable Trading Stack
Build a restore drill record covering backup selection, isolated recovery, integrity checks, external reconciliation and an accountable reopening decision.
- Checklist
Capacity Load Test Plan for Brokerage Infrastructure
Design a workload mix for logins, order events, market-data fan-out and reports, then measure errors, latency and resource limits under controlled load.
- Checklist
Incident Timeline: A Blameless Service Review Template
Build an evidence-led incident review with distinct impact, detection, mitigation and recovery times, then assign actions that can be verified in a retest.
- Reference
Latency Measurement: From Client Action to Execution Report
Measure trading latency with explicit start and end events, clock assumptions and request populations, separating client round trips from server intervals.
- Checklist
Maintenance Windows: Freeze, Validate and Roll Back
Prepare maintenance with an approved scope, freeze point, validation evidence and rollback decision, including dependency checks and accurate service updates.
- Reference
RTO vs RPO: Recovery Time and Recoverable Data
Distinguish recovery time from recoverable data using a clear outage timeline, service boundaries and evidence from a measured restoration exercise.
- Checklist
TLS Certificate Renewal: Endpoint and Expiry Checks
Inventory certificate endpoints, renewal dependencies and expiry monitoring, then validate the served chain and client connections after every renewal.
