SharePoint Backup And Disaster Recovery with Joel Oleson

SharePoint High Availability, Backup/Restore and Disaster Recovery Joel Oleson Sr. Technical Product Manager/Sr. Consultant Session Code:

Who is Joel Oleson?
7+ Year SharePoint Veteran
5 Years in MS IT
2 Years in Product Team
Independent SharePoint Consultant and Trainer
3 Years TechEd SEA
Top SharePoint IT Pro Blogger www.sharepointjoel.com
Facebook/Linked In

Backup/Restore Options
Disaster recovery methods
High Availability Options
Third Party Backup & High Availability Products

Related Sessions
DAT432: Database Recovery for the Paranoid – Edwin Sarmiento (SQL Mirroring/Log Shipping)
SVR327: Bringing Clustering to the Masses – Justin Frances (Windows 2008 Clustering)
MGT334: Continuous Data Protection for your Microsoft Infrastructure – David Foo (DPM)
Related Content does NOT cover

SharePoint Components

End user errors
Accidental update or deletion
Frequent and small-scale
Farm or database restore
Hardware failure or disaster
Hardware migration or replacement
Minimize downtime
Critical Data
Strict SLAs
Redundancy
Additional hardware
Partial Recovery Catastrophic Recovery High Availability

End user driven
Frequent
Minimize downtime
Large amounts of data
Redundancy
Additional hardware
Partial Recovery Disaster Recovery High Availability

Recycle Bin
Snapshots
Web Delete Event
Mostly end-user driven and sometimes admin

End user driven
Supports lists, doc libs, folders, docs, and items
Security trimmed
2 stages
End User
Admin
Site collection level
“ I just deleted my deck and my presentation is in an hour!”

Recycle Bin with 2 levels of recovery
End-user targeted with access from the site itself
Site Administrator (at the Site Collection) accessible at the second level
Turned on by default through Central Admin
Configured at the Web Application Level
Deleted Items Recovery

SQL 2005 feature
Focused on preventing end user error
Not a backup or high availability solution
Record is changed in current DB, original value for that record is copied
Allows you to retrieve data from snapshot point
Efficient space usage
Recently posted KB Article: http://support.microsoft.com/?id=929649

SharePoint Object Model allows developer to custom build backup solutions at the “web delete” event
Sample: MS IT Site Delete Capture 1.0
http://www.codeplex.com/governance
SPWebEventReceiver.WebDeleting
“ There’s no recycle bin for sites!” “ I deleted my site, but now I want it back!” Site owner deletes site Web Deleting event fired Automatically backup the site

Content Migration : replaces smigrate.exe
STSADM –o export –url <url> -f mysite.bak
STSADM –o import –url <url> -f mysite.bak
Public file format to represent site
Limitations:
Only migrates site level
Not full fidelity: Cannot migrate workflow, alerts, features, solutions, recycle bin state
“ I want to move my site to another farm!” “ What happened to Smigrate?”

STSADM –o backup –url <url>
Pros:
Large scale content and security backup at site collection level
New read-only lock to prevent potential inconsistencies
Cons:
Performance-sensitive operation
Not ideal for frequent large backups on busy site collections
“ I want to backup my site collection and migrate it to a different Content Database!”

End user errors
Minimize downtime
Large amounts of data
Redundancy
Additional hardware
Content Recovery Catastrophic Recovery High Availability

SharePoint Backup/Restore
SQL backup and restore
3 rd party solutions
Use when hardware fails, and as a last resort for service level agreement.

File Server Farm Central Admin Console SQL Backup/Restore

Out of the Box UI and command line access for Central Administrator
‘ Hooks up’ SharePoint databases and search index on Restore
Supports Full and Differential backup
Backs up the search index
Extensible framework for 3 rd party applications

Use the command line with Windows Task Scheduler for scheduled backups
Backs up content databases and search index
You must manually backup front end files
We recommend you keep images of your web front ends
High restore time  Low availability

SharePoint Backup/Restore

Pros:
Reuse existing technology and processes
Non-application specific
Cons:
Post-restore reattachment and clean up
Search index must be backed up separately via SharePoint backup
“ My SQL servers are managed by a separate organization or data center from my SharePoint installations.”

For Disaster Recovery:
To create a mirror farm:
Use stsadm –o backup/restore
To migrate a site collection:
Use stsadm –o backup http://server/site
To migrate a site:
Use stsadm –o export/import for sites

AvePoint – DocAve 4.5
Enterprise Backup – data compression, item level restore
Content Manager – copy live contents across sites, servers, and farms
Quest LiteSpeed and Site Administrator
Fast compressed backup
Settings Management

Uses SharePoint VSS writer, Import/Export to backup and restore SharePoint
http://www.microsoft.com/systemcenter/dpm/default.mspx

Up to Every 15 minutes Fast Disk-based Recovery Long-term Tape Archive Active Directory® System State Windows Server 2003 Windows Server 2008 file shares and directories Exchange Server SQL Server Microsoft Office SharePoint Server 2007 Virtual Server 2005 R2
DPM 2007
Continuous data protection for Windows application and file servers
Rapid & reliable recovery from disk
Advanced technology for enterprises of all sizes
Windows XP Windows Vista DPM 2007 DPM 2007

Why choose DPM to protect SharePoint
No more failed recoveries
Zero data loss
Restore entire farm, site collection, site, etc.
Restore a single document
Recoveries within minutes instead of hours
Very efficient and network-friendly backups
Only sends changed data and compresses it
Specify preferred NIC to isolate backup traffic
Application recovery direct from backup UI – no pre-staging
Support for MOM and Operations Manager
Data protection from the application vendor – single point of support
Seamless Disk-to-Disk-to-Tape backups
Offload tape backup workload from production servers
Superior reporting
Fast SAN hardware-based restores

DPM Considerations
Requires a Restore farm – could be a virtual machine – for item-level restore
SQL Server Instance name and instance drive configuration must be the same as when the restore point was created
For a full farm recovery, databases cannot be restored to new locations
Enhancements for Search component restores with DPM 2007 SP1
White paper on how to restore Search from DPM 2007 RTM backups coming soon

Clean out the SQL Server 2005 databases from the previous install
New Central Administration
New Config Db Unless Complete SQL Failure
Restore the SharePoint servers from the DPM 2007 backup
Ensure all SharePoint components are included
Restore databases:
Content
SSP
SSP Content
WSS Search
SSP Search
Update router/DNS to switch traffic to the newly built farm
Farm Rebuild Process

3 rd Party Backup Tools
What to look for in a 3 rd party solution
Does it require post-restore manual work?**
Will it backup/restore All SharePoint resources?
Does it back up & restore the Search Index?
SharePoint integration with VSS framework
Performance and Availability gains
Backup/Restore all farm components
Easier for 3 rd parties to write custom backup/restore tools
“ I want to use a custom or 3 rd party tool to backup/restore my farm! Does SharePoint support that?”

3 rd Party Backup Tools
AvePoint ( http://www.avepoint.com/products )
Quest: ( http://www.quest.com/documents/landing.aspx?id=5153 )
Commvault ( http://www.commvault.com/solutions/sharepoint )
Neverfail ( http://www.neverfailgroup.com/products/app-modules/sharepoint.aspx )

End user errors
Minimize downtime
Critical Data
Strict SLAs
Redundancy
Additional hardware
Partial Recovery Catastrophic Recovery High Availability

High Availability Solutions
SQL 2005/2008
SQL Database Mirroring
SQL Log Shipping
SQL Clustering
Database Recovery for the Paranoid – Edwin Sarmiento - Wed at 11:30am
Clustering for the Masses

Built on long time validated MSCS (Windows Server 2003 or Windows Server 2008)
SQL is Clustering Aware
Active/Passive SQL Clusters are common
Easiest HA Solution to Administer
Automatic Failover
Multi Instance is “Ok”
Downsides
LAN only
Includes Single Points of Failure

SQL Failover Clustering
Hot backup: short recovery time
Unattended application availability: automatic failover capability without administrator intervention
“ If my SQL server blows up (hardware failure), how do I keep my SharePoint farm running?” Server Cluster SharePoint Servers Shared Disk Array Node A Node B Heartbeat

Backup/Restore based technology that relies on transaction log files
Need to have a shared folder that contains the log file backups
Configure the frequency of backups and shipping
No automatic failover
Allows you to replicate data to several databases (one to many)

Mirror / failover farm
Warm backup for quick content recovery
Replicate primary farm on secondary system
SQL log shipping transfers content DB data
On disaster, router switches traffic in minutes
Limitations:
Must manually replicate configuration changes
Errors will be log shipped to mirror farm
Requires additional hardware
Search indexer must run separately on mirror farm
Secondary farm must be read-only
“ I want the minimal delay when my data center goes down!” “ I need another farm to test my solutions before I put them into production!”

Log-shipping Mirror Farm

Log-Shipping vs. Clustering Failover Clustering Log Shipping Mirror Farm The secondary node takes over immediately (hot) A delay occurs before the secondary node takes over (warm); some manual intervention Failure is automatically detected Failure detected automatically (if using a witness) Failover is automatic Failover is automatic Protects against failed service Protects against failed service Does not protect against failed storage Protects against failed storage All databases protected Only log-shipped databases are protected Transactionally consistent Transactionally consistent Transactionally concurrent Not transactionally concurrent Limited distance (Win 2003) Unlimited distance Short time to recovery (seconds/minutes) Longer time to recover

Implemented on a per database level
Transaction logs sent from principle to mirror
Provides a “warm” standby in case of failure
Principal and mirror must be separate SQL 2005 SP1/2008 servers (Enterprise or Standard)
Optional “witness” server to monitor primary and mirror to ensure both are working
Automatic failover - on failure the witness will turn the mirror into the principle

Compressed transactions in memory
Automatic Page Recovery
Automatic Application Mirroring Failover
(SQL 2005 needed NET 2.0 special connection string to provide name of secondary. WSS/MOSS are not “Mirroring Aware.”)

Supported Topology Supported Topology Unsupported Topology

Witness Server Principal Mirror Encrypted channel Everything ok? Everything ok? Principal Down! I’m OK! New Principal

When failover occurs need to notify SharePoint
Need to tell these DBs that a new server is now the principal:
Configuration Database, Admin Content Database
Content Database
Shared Service Provider Database (MOSS)
Search Database (MOSS)
Content DBs attach then add
Config DB and admin content DB
stsadm.exe -o renameserver -oldservername <oldServerName> -newservername <newServerName>

Advanced Disaster Recovery Drill Down

SQL Server 2005 Mirroring within a Single Farm (Intra-Farm)

SQL Server 2005 Mirroring to a Stand-by Farm (Inter-Farm)

Database mirroring between data centers using SAN solutions
Solution equivalent to High Performance SQL Server 2005 mirroring
Hardware-level Mirroring SharePoint Farm 2 SharePoint Farm 1 SharePoint Farm Data Center 1 Data Center 2 SQL Server or Cluster SharePoint Farm SQL Server or Cluster Replication Across LAN/WAN

Ensure the distance between the data centers is supported by the hardware vendor you select
Do not stretch a SharePoint farm across data centers across a “WAN”
For more information on geographically distributed configuration:
DM 306 High Availability
DM 310 Planning and Deploying SharePoint Products and Technologies and Solutions in Geographically-Distributed Scenarios
Plan for data corruption in the replication if it is a possibility
Hardware-level Mirroring Considerations

Disaster Recovery Architectures

DR Scenario Solution Components
SQL Server 2005 Mirroring
High Performance
Warm backup for quick content recovery
Reproduce primary farm on a secondary system
Update router/DNS to switch traffic to secondary farm on disaster
Supported Databases:
Content databases
SSP databases (SSP and Content DB)

DR Scenario Considerations
Must manually duplicate configuration changes
Errors will be mirrored to mirror farm
Requires additional hardware
Search indexer must run separately on secondary farm
Secondary/standby farm must be read-only
Unsupported Databases:
Configuration Database
Search Database (1 of the 3 SSP DBs)
Central Admin Content Database

Standby Farm; Mirroring Example Two SSP Model

Configuring Mirroring – SQL Steps

Resources
TechNet – Backup and Restore an Entire Farm
With Built in SharePoint Tools
With SQL Server
With DPM
http://technet.microsoft.com/en-us/library/cc262412.aspx
Way more resources than I could put on one slide:
http://www.sharepointjoel.com/Lists/Posts/Post.aspx?ID=74

Thank YOU!!!

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© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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SharePoint Backup And Disaster Recovery with Joel Oleson

by Joel Oleson on Nov 30, 2008

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SharePoint Backup And Disaster Recovery with Joel Oleson — Presentation Transcript