| Steps | Description | Executed on | SyncIQ Policy | Controlled Failover selected | Controlled Failover NOT selected |
| 1 - Ensure that there is no live access to data | Check for open files. If Open files found, decide whether to failover or wait to be closed. | Source | Manual | Not applicable - manual step | Not applicable - manual step |
| 2 - Begin Failover | Initiate Failover from Eyeglass | Eyeglass | Manual | Not applicable - manual step | Not applicable - manual step |
| 3 - Validation | Wait for other Eyeglass Failover jobs to complete | Eyeglass | Automated by Eyeglass | Step Executed | Step Executed |
| 4 - Synchronize data | Run all OneFS SyncIQ policy jobs related to the Access Zone being failed over | Source | Automated by Eyeglass | Step Executed | Step NOT Executed |
| 5 - Synchronize configuration (shares/export/alias) | Run Eyeglass configuration replication 1 | Eyeglass | Automated by Eyeglass (configuration exists on source and target) | Step Executed | Step Executed based on last known data in Eyeglass *If you do not want this, uncheck the “Config Sync” option to skip this step |
| 6 - Synchronize quota(s) | Run Eyeglass Quota Jobs related to the SyncIQ Policy or Access Zone being failed over | Eyeglass | Automated by Eyeglass (deleted on source cluster and created on target cluster) | Step Executed | Step Executed based on last known data in Eyeglass |
| 7 - Record schedule for SyncIQ policies being failed over | Get schedule associated with the SyncIQ policies being failed over on OneFS | Source | Automated by Eyeglass | Step Executed | Step NOT Executed |
| 8 - Prevent SyncIQ policies being failed over from running | Set schedule on the SyncIQ policy(s) to manual on source cluster | Source | Automated by Eyeglass | Step Executed | Step NOT Executed |
| 9 - Provide write access to data on target | Allow writes to SyncIQ policy(s) related to failover2 | Target | Automated by Eyeglass | Step Executed | Step Executed |
| 10 - Disable SyncIQ on source and make active on target | Resync prep SyncIQ policy related to failover (Creates MirrorPolicy on target) from OneFS | Source | Automated by Eyeglass | Step Executed | Step NOT Executed |
| 11 - Set proper SyncIQ schedule on target | Set schedule on MirrorPolicy(Target) using schedule from step 6 from OneFS for policy(s) related to the Failover | Target | Automated by Eyeglass | Step Executed | Step NOT Executed |
| 12 - Remove quotas on directories that are target of SyncIQ (PowerScale best practice) | Delete all quotas on the source for all the policies | Source | Automated by Eyeglass | Step Executed | Step NOT Executed |
| 13 - Change SmartConnect Zone on Source so not to resolve by Clients | Rename SmartConnect Zones and Aliases (Source) | Source | Manual | Not applicable - manual step | Not applicable - manual step |
| 14 - Avoid SPN Collision | Sync SPNs in all AD providers to current SmartConnect Zone names and aliases (Source) | Source | Manual (deletes smartconnect SPN from source cluster machine account) | Not applicable - manual step | Not applicable - manual step |
| 15 - Move SmartConnect Zone to Target | Add source SmartConnect Zone(s) as Aliase(s) on (Target) | Target | Manual | Not applicable - manual step | Not applicable - manual step |
| 16 - Update SPN to allow for authentication against target | Sync SPNs in all AD providers to current SmartConnect Zone names and aliases (Target) | Target | Manual (adds new SmatrConnect alias SPN’s to target cluster machine account) | Not applicable - manual step | Not applicable - manual step |
| 17 - Repoint DNS to the Target cluster IP address | Update DNS delegations for all SmartConnect Zones that are members of the Access Zone | DNS | Manual | Not applicable - manual step | Not applicable - manual step |
| 18 - Refresh session to pick up DNS change | Remount the SMB share(s) | SMB Client Machines | Manual on clients | Not applicable - manual step | Not applicable - manual step |