SharePoint Backup and Restore and Disaster Recovery in SharePoint Server 2007

2. Demystifying Backup and Restore for SharePoint Joel Oleson Sr. Analyst @joeloleson Quest Software Session Code:

3. Who is SharePoint Joel? 8 year SharePoint Veteran… First SharePoint Admin Sr. Architect – SharePoint at Quest software Top IT SharePoint Blog Blog: http://www.sharepointjoel.com Twitter: @joeloleson

4. Agenda Understanding the problem Defining requirements Discuss backup & recovery solutions Tips & Tricks – Addressing gaps in backup/restore Summary and Q&A (Compliments to Mike Watson)

5. The problem Why is SharePoint Protection Difficult?

7. Multiple servers with different roles

8. Different databases

9. Customizations

10. Configurations

12. What in Your SharePoint Environment Needs Protection? Do you need to protect all of your farms, servers, services, customizations, and configurations?

13. What do you need to backup Your Databases All Configuration and settings Your Services (Index) External Code and Dev assets

14. SharePoint Components

15. The plan Policy Driven Backup and Recovery

16. Creating a Backup/Recovery Solution Difficult but not impossible! What needs to be protected from what scenarios? How likely are those scenarios? How much data loss can be tolerated? How quickly must items/environment be restored? Test and price potential solutions. Mitigate issues. Choose and communicate solution.

18. Protected From What Scenarios?

19. How SLA Affects Your Recovery Plan

20. 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 The No Brainer…

21. RTO/RPO – Very Important! How much data loss can be tolerated? How quickly must data/environment be restored? RTO/RPO affect: The technologies you choose The strategies you deploy The simplicity/complexity of your solution The location of your backups and environments

22. How the "Nines" Relate to Yearly Downtime

23. Backup/Recovery solutions Test & Price Potential Solutions

24. Protecting Content It’s nearly all about the Content Database!

25. Content Database Protection Simple Problem – Difficult Solution Endless options: SharePoint native backup SQL Native backup With compression? Simple or Full recovery model? Full, Differential, Incremental backups? Transaction log backups? What to store and how long? SQL log shipping, mirroring, replication? DPM? Third-Party backup and replication tools?

26. Content Database Recovery Even more difficult! SQL database recovery workflow Confirm item Confirm location Track down database backup timeline Recover backups (online or offline (tape)) Position backups (same server/farm, recovery farm) Confirm backups are valid Restore backups Attach backups to SharePoint Confirm item is available Retrieve item and position for end user Recover to original farm Recover to a restore farm Extract data from SQL. Bring DR database online.

27. “I’m planning on using SharePoint’s Native Backup Restore, are there any considerations I should know? SharePoint Native Backup/Restore SharePoint Native Backup/Restore provides an out of the box base solution SharePoint’s Native Backup/Restore is only recommended for Small to Medium Sized Deployments… 

28. STSADM for Operations and Scripting Tool for the right job… To create a farm backup: Use stsadm –o backup -directory To migrate a site collection: Use stsadm –o backup http://server/site (no directory) To migrate a site: Use stsadm –o export/import for sites To migrate a list: Access or Excel or Third party tool (watch creator/created date)

29. Characteristics of a Small to Medium-Size Deployment (Data Perspective) Site Collections No Larger than 12-15 GB* Content Databases No Larger than 100 GB* Deployed in up to three tiers, on no more than five servers (one to three front-end Web servers, one application server, and one computer or cluster running Microsoft SQL Server.)* *Source: Whitepaper “Data protection and recovery for Office SharePoint Server in small to medium deployments”

30. SharePoint 2007 Native Backup & Restore Out of the Box User Interface via Central Administration Command line access via STSADM tool ‘Hooks up’ SharePoint Databases and Search index on Restore Supports Full and Differential Backups* Easy to Use Backup/Restore at Farm or Web Application Level The only way native way to backup/restore the Search index

31. How Native SharePoint Backup Works Farm Central Admin UI or Console File Server SQL Backup/Restore

32. SharePoint 2007 Native Backup/Restore What’s Missing??? Does not Provide Scheduling Functionality in SharePoint (Use Windows Task Scheduler) Does not Backup any Configurations/Customizations to any files in the “12 Hive” or Web.config files Does not Backup IIS Settings/Configurations Does not Backup Alternate Access Mappings (AAM) Cannot Backup Directly to Tape (only to UNC)

33. SQL-Only Backup/Restore “My SQL servers are managed by a separate organization or data center from my SharePoint installations…” “I prefer SQL Server Backups for Performance and Availability…” Advantages & Benefits: Existing SQL Server disaster recovery strategies can be re-used Can provider substantially faster Backup/Restore than MOSS 2007’s Native Backup/Restore Can leverage 3rd party tools such as LiteSpeed for SQL Server to improve Backup/Restore Performance Provides a full-fidelity data backup

34. SQL-Only Backup/Restore Considerations & Disadvantages: Does not Backup any WFE Configurations or Solutions Requires Admin to Manually Reattach Content Databases to the Web applications After a Recovery Manually Backup / Restore all customizations on WFE Servers (.Net Assemblies, Features, IIS Metabase, etc. – batch file can help automate this process) No need to Backup Search Database (As it can’t be synchronized with Search Index) Recommend Backup/Restore of SSP separately via SharePoint Native Backup & Restore

35. Why Backup/Restore is Not Highly Available or DR Simply not fast enough Rate of restore * content size = RTO Example: 100MB/sec * 5TB > 14 hours Complicated recovery procedure Prone to error Some important configurations will likely be lost.

36. Failover SQL Mirroring 2 Farms

37. Mirroring Within Farm < 1ms latency >LAN speed

38. Third Party Solutions There are three main categories: Storage Solutions – Replication of content on disk to another storage set or system. Backup/Restore – Integrate with SQL, file system, or VSS to provide backup/restore functionality. Caching/Synchronization – Use a variety of methods to cache content to a remote store or replicate content across sites/farms.

39. Quick Note on the Infrastructure Update Infrastructure update includes some major HA/DR improvements Overall improvement in stability/perf (better stored procs) Faster patching reduces downtime. VSS Writer enhancements improve reliability. Full crawls no longer necessary after DB attach: Content DB’s do not get assigned new GUID’s !!!! Change log remains intact. http://support.microsoft.com/kb/953750

40. Tips and tricks Mitigating problems with backup/restore solutions

41. Improving Performance of Native Backup Co locate the backup share with the largest backup components. Ensure the index disk has good read performance. (100MB/sec or better) Ensure the backup LUN has good write performance. (100MB/sec or better) Ensure database LUN(s) have good read performance. (150MB/sec or better) Ensure Gbps connectivity between remote components and backup share. (1Gbps or 100MB/sec) Ensure all crawls (including anchor text) are stopped/paused.

42. Using A SQL Connection Alias with SharePoint 1. SharePoint configured to use SQL1 as default SQL server 2. Connection Alias defined: SQL1 = SQL1 3. Upon failover. Connection Alias updated: SQL1 = SQL2 SQL1 SQL2

43. Prevent Database Restores Use granular protection solutions instead. Recycle bin List item versioning Publishing (page versioning) Quick Recovery Tool (like Quest) Gaps exist. No site or web recycle bin. Use the MSIT Site Delete capture tool http://www.codeplex.com/governance/Release/ProjectReleases.aspx?ReleaseId=14351 No centralized control over item and page versioning

44. Use Solutions! Roll up customizations as solution packages Roll up as many customizations into a single package as possible. Solutions provide automatic deployment, simplified management, upgrade, and HA/DR efficiencies. Store solutions offsite (and on standby farm) with installation instructions. Build roll up packages on a regular basis.

45. DEMO: Quest Recovery Manager Provides granular and scalable recovery of anything in the backup of your SharePoint 2003 and 2007 content database

46. SharePoint 2010 sneak Peak Video Demo – Backup/Recovery

47. Sneak Peak Video: SharePointFilter out noise  video

48. SharePoint 2010 sneak Peak Sneak Peak Videos: http://sharepoint.microsoft.com/2010/Sneak_Peek/

49. Summary SharePoint Backup/Recovery is tricky, but not impossible. Traditional backup/restore is not HA or DR. Different requirements sometimes require different solutions. Most solutions have issues. Look around for innovative fixes. No one solutions meets all needs. Combine solutions when necessary.

51. Watch Out for Killer Bunnies

52. Quest Solutions for SharePoint Site Administrator for SharePoint Discover, understand and manage your SharePoint environment Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control Quest Web Parts Enable rapid development of SharePoint applications Recovery Manager for SharePoint Granular SharePoint recovery for enterprise-level needs Migration Manager for SharePoint SharePoint 2003 to 2007 migration File Migrator for SharePoint File shares to SharePoint migration Public Folder Migrator for SharePoint Exchange Public Folders to SharePoint migration Notes Migrator for SharePoint Notes application content to SharePoint migration 48

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54. Thank You!

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