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Disaster Recovery (Business Continuity) in SharePoint 2010 John Burkholder Welcome to SharePoint Saturday – New York @N8ivWarrior
Welcome to SharePoint Saturday – New York Thank you for being a part of SharePoint Saturday! Please turn off all electronic devices or set them to vibrate. If you must take a phone call, please do so in the hall so as not to disturb others. Feel free to “tweet and blog” during the session
What is a necessity? The presence or pressure of circumstances that justify or compel a certain course of action Necessary for human welfare Found at nearly every business Highest product sold in America *Some content for this presentation provided from Microsoft Corporation published materials.
What is a necessity?
New Features Improved Backup and Restore Improvements in scale, performance, and resiliency New configuration only backup New SQL Server Snapshot support New Granular Backup options Unattached Content Database Data Recovery New high availability scenarios New support for SQL Server Database Mirroring New flexible Service Application architecture New disaster recovery scenarios Improved read-only database support
Site Deletions
Site Deletions Improved site deletion logic Minimizes blocking Site is deleted from SiteMap A GUID referencing that site is instantiated in a new table Timer Job performs background, chunk-based deletion
Site Deletions
Backup/restore
Backup/restore Initiates a SQL backup of each service and content database Config settings are written to an xml file Search does some additional things Will be covered in the slides on backing up Search
Backup - Farm
Backup – Config Settings The configuration settings are written to an xml file, and backed up with file server backup.
Restore Instantiate a new farm with the same topology as the original farm  Execute stsadm (restore) or PowerShell (restore-spfarm)  For config-only restore use the –ConfigurationOnly flag To complete a full farm restore: Deploy customizations as required Once you have started your farm activate any features
Backup - Config Solutions *You can restore a configuration database to SQL, and then use the Backup-SPConfigurationDatabasecmdlet and give it the name of the restored database
Backup – Content DB When you backup a web application or single content database, SharePoint starts a SQL Server backup of each content database
Restore – Content DB Restore with a new name - OR –  Restore database and overwrite
Backup - Content DB Solutions
Backup - Search ,[object Object]
Phase 1
Index merges are prevented from happening, crawling can still continue at this point.
Indexes are copied from one query server per index partition
All search databases are backed up
Phase 2
Crawls are paused
Any changes to the indexes since phase 1 are copied
Any changes to the search databases since phase 1 are backed up
Crawls and merges are resumed,[object Object]
Backup – Search Solutions
Backup – Service Apps If the service applications has an associated database(s) SharePoint starts a SQL Server backup of the database(s) SharePoint starts a backup of the service config
Restore – Service Apps If restoring to existing service application (overwrite) Existing service app is unprovisioned Otherwise, existing service app continues to work Databases, if any, are restored Config is restored Service is started
Backup – Service App Solutions
Backup – Service App Details Service configuration information The databases if the service app has one or more Secure Store Service Managed Metadata Service Search (multiple databases – admin DB, crawl DB’s and property store DB’s) Usage and Health Data Collection User Profile Service (profile, sync and social tags) Business Data Catalog Service Multi Tenant Service Settings Performance Point Search Indexes NEVER the session state or proxy groups
Backup – Site Collection SharePoint does backup by extracting data out of SQL using multiple SELECT statements, then writing data to file Optional - Use PowerShell with the UseSqlSnapshot parameter.  It creates a snapshot and exports the site collection from the snapshot.  It then deletes the snapshot when it’s done NOTE:  Requires a version of SQL Server that supports snap shots (Enterprise)
Restore – Site Collection Restore from an unattached content database Do a site collection backup from the unattached content db Use PowerShell or stsadm to restore the site collection from a backup PowerShell:  restore-spsite
Backup – Site or List Now possible from within central admin SharePoint exports the identified site or list by extracting data out of SQL using multiple SELECT statements, then writing data to a package Optional:  Use PowerShell (export-SPWeb) with the UseSqlSnapshot parameter
Restore – Site or List Restore from an unattached content database Export a site or list Use PowerShell to restore the site or list (import-SPWeb)
Backup History Provides execution time, warning and error counts
Restore – Unattached Content DB Granular restore and content browsing of “offline” database Browse content Explore site collection content Backup site collection Backs up to File System as .bak Export site or list Exports to File System as .cmp artifact Can include Security and Versions Mitigates requirements to support expensive dedicated restore environments
Restore – Unattached Content DB Using PowerShell… Use Restore-SPSite for site collection Restore–SPSite –identity http://<server>/sites/site -path <share>ite.bak –force Use Import-SPWeb for site or List Import–SPWeb –identity http://<server>/sites/site/web -path <share>ist1.cmp  -includeusersecurity
Recovery Scenarios Backups can be performed to support many recovery scenarios. Common scenarios include Recreate a farm on new hardware, or in a different location, assuming that no parts of the original farm are available. (Disaster recovery) Create a new farm based on an existing farm’s configuration and backups Create backups to support highly-available farms Archive versions of a site Use unattached databases to recover site collections, sites or lists
High Availability
HA – Database Mirroring Provides support for database mirroring Adds failover partner to ADO.NET connection string Does not implement the mirroring session UI entry points Any place you add a new database you can put the failover server name PowerShell All databases, including configuration database Configurable through API SPDatabase AddFailoverServiceInstance (method, string) FailoverServiceInstance (property, SPServer)
HA – User Interface Failover Database Server
HA – Object Model (C#) string failoverServer = "mySqlServer/myServerInstance";   SPDatabasedb = MyGetContentDatabaseMethod(); db.AddFailoverServiceInstance(failoverServer); db.Update();   Or SPDatabasedb = MyGetContentDatabaseMethod(); db.FailoverServiceInstance = MyGetFailoverDatabaseServiceInstance(); db.Update();
HA - Powershell For ConfigDB: $db = Get-SPDatabase | where {$_.Name -eq "Configuration Database"} $db.AddFailoverServiceInstance("CP-SQ02L") $db.Update() For Other Databases (Content or Service App): $db = get-spdatabase | where {$_.Name -eq "WSS_Logging"}$db.AddFailoverServiceInstance("phantas-mir")$db.Update()
Disaster Recovery
DR – Log Shipping D/R Search Primary Search Config, Services databases DB 1 Config, Services databases DB 2 Content Log Shipping
DR – Log Shipping
DR – Refresh site map ! Use PowerShell $db = get-spdatabase | where {$_.Name -eq "WSS_ContentDB1"}  $db.RefreshSitesInConfigurationDatabase()

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John Burkholder: Disaster Recovery in SharePoint 2010

  • 1. Disaster Recovery (Business Continuity) in SharePoint 2010 John Burkholder Welcome to SharePoint Saturday – New York @N8ivWarrior
  • 2. Welcome to SharePoint Saturday – New York Thank you for being a part of SharePoint Saturday! Please turn off all electronic devices or set them to vibrate. If you must take a phone call, please do so in the hall so as not to disturb others. Feel free to “tweet and blog” during the session
  • 3. What is a necessity? The presence or pressure of circumstances that justify or compel a certain course of action Necessary for human welfare Found at nearly every business Highest product sold in America *Some content for this presentation provided from Microsoft Corporation published materials.
  • 4. What is a necessity?
  • 5. New Features Improved Backup and Restore Improvements in scale, performance, and resiliency New configuration only backup New SQL Server Snapshot support New Granular Backup options Unattached Content Database Data Recovery New high availability scenarios New support for SQL Server Database Mirroring New flexible Service Application architecture New disaster recovery scenarios Improved read-only database support
  • 7. Site Deletions Improved site deletion logic Minimizes blocking Site is deleted from SiteMap A GUID referencing that site is instantiated in a new table Timer Job performs background, chunk-based deletion
  • 10. Backup/restore Initiates a SQL backup of each service and content database Config settings are written to an xml file Search does some additional things Will be covered in the slides on backing up Search
  • 12. Backup – Config Settings The configuration settings are written to an xml file, and backed up with file server backup.
  • 13. Restore Instantiate a new farm with the same topology as the original farm Execute stsadm (restore) or PowerShell (restore-spfarm) For config-only restore use the –ConfigurationOnly flag To complete a full farm restore: Deploy customizations as required Once you have started your farm activate any features
  • 14. Backup - Config Solutions *You can restore a configuration database to SQL, and then use the Backup-SPConfigurationDatabasecmdlet and give it the name of the restored database
  • 15. Backup – Content DB When you backup a web application or single content database, SharePoint starts a SQL Server backup of each content database
  • 16. Restore – Content DB Restore with a new name - OR – Restore database and overwrite
  • 17. Backup - Content DB Solutions
  • 18.
  • 20. Index merges are prevented from happening, crawling can still continue at this point.
  • 21. Indexes are copied from one query server per index partition
  • 22. All search databases are backed up
  • 25. Any changes to the indexes since phase 1 are copied
  • 26. Any changes to the search databases since phase 1 are backed up
  • 27.
  • 28. Backup – Search Solutions
  • 29. Backup – Service Apps If the service applications has an associated database(s) SharePoint starts a SQL Server backup of the database(s) SharePoint starts a backup of the service config
  • 30. Restore – Service Apps If restoring to existing service application (overwrite) Existing service app is unprovisioned Otherwise, existing service app continues to work Databases, if any, are restored Config is restored Service is started
  • 31. Backup – Service App Solutions
  • 32. Backup – Service App Details Service configuration information The databases if the service app has one or more Secure Store Service Managed Metadata Service Search (multiple databases – admin DB, crawl DB’s and property store DB’s) Usage and Health Data Collection User Profile Service (profile, sync and social tags) Business Data Catalog Service Multi Tenant Service Settings Performance Point Search Indexes NEVER the session state or proxy groups
  • 33. Backup – Site Collection SharePoint does backup by extracting data out of SQL using multiple SELECT statements, then writing data to file Optional - Use PowerShell with the UseSqlSnapshot parameter. It creates a snapshot and exports the site collection from the snapshot. It then deletes the snapshot when it’s done NOTE: Requires a version of SQL Server that supports snap shots (Enterprise)
  • 34. Restore – Site Collection Restore from an unattached content database Do a site collection backup from the unattached content db Use PowerShell or stsadm to restore the site collection from a backup PowerShell: restore-spsite
  • 35. Backup – Site or List Now possible from within central admin SharePoint exports the identified site or list by extracting data out of SQL using multiple SELECT statements, then writing data to a package Optional: Use PowerShell (export-SPWeb) with the UseSqlSnapshot parameter
  • 36. Restore – Site or List Restore from an unattached content database Export a site or list Use PowerShell to restore the site or list (import-SPWeb)
  • 37. Backup History Provides execution time, warning and error counts
  • 38. Restore – Unattached Content DB Granular restore and content browsing of “offline” database Browse content Explore site collection content Backup site collection Backs up to File System as .bak Export site or list Exports to File System as .cmp artifact Can include Security and Versions Mitigates requirements to support expensive dedicated restore environments
  • 39. Restore – Unattached Content DB Using PowerShell… Use Restore-SPSite for site collection Restore–SPSite –identity http://<server>/sites/site -path <share>ite.bak –force Use Import-SPWeb for site or List Import–SPWeb –identity http://<server>/sites/site/web -path <share>ist1.cmp -includeusersecurity
  • 40. Recovery Scenarios Backups can be performed to support many recovery scenarios. Common scenarios include Recreate a farm on new hardware, or in a different location, assuming that no parts of the original farm are available. (Disaster recovery) Create a new farm based on an existing farm’s configuration and backups Create backups to support highly-available farms Archive versions of a site Use unattached databases to recover site collections, sites or lists
  • 42. HA – Database Mirroring Provides support for database mirroring Adds failover partner to ADO.NET connection string Does not implement the mirroring session UI entry points Any place you add a new database you can put the failover server name PowerShell All databases, including configuration database Configurable through API SPDatabase AddFailoverServiceInstance (method, string) FailoverServiceInstance (property, SPServer)
  • 43. HA – User Interface Failover Database Server
  • 44. HA – Object Model (C#) string failoverServer = "mySqlServer/myServerInstance";   SPDatabasedb = MyGetContentDatabaseMethod(); db.AddFailoverServiceInstance(failoverServer); db.Update();   Or SPDatabasedb = MyGetContentDatabaseMethod(); db.FailoverServiceInstance = MyGetFailoverDatabaseServiceInstance(); db.Update();
  • 45. HA - Powershell For ConfigDB: $db = Get-SPDatabase | where {$_.Name -eq "Configuration Database"} $db.AddFailoverServiceInstance("CP-SQ02L") $db.Update() For Other Databases (Content or Service App): $db = get-spdatabase | where {$_.Name -eq "WSS_Logging"}$db.AddFailoverServiceInstance("phantas-mir")$db.Update()
  • 47. DR – Log Shipping D/R Search Primary Search Config, Services databases DB 1 Config, Services databases DB 2 Content Log Shipping
  • 48. DR – Log Shipping
  • 49. DR – Refresh site map ! Use PowerShell $db = get-spdatabase | where {$_.Name -eq "WSS_ContentDB1"} $db.RefreshSitesInConfigurationDatabase()
  • 51. Read-only mode Read-only mode introduced in SharePoint 2007 SP2 Hides parts of UI that aren’t applicable in read only mode Read-only support provided for Content databases Some Service Applications Some service apps don’t function when their databases are set to read-only, including those associated with Search and Project Make it read only in SQL Content databases can set the IsReadOnlySPDatabase property programmatically Link fix-up and list schema changes don’t occur in read-only mode
  • 53. Summary Several new and extended features in SharePoint 2010 to support BCM Reduced blocking for site deletion Configuration-only backup and restore Export sites and lists from central admin Used unattached content databases for restore Use SQL snapshots during backup UI trimmed for read-only environments
  • 54. Thank You! John Burkholder Sr. Project Manager, SharePoint Digicon Corporation John.burkholder@digiconasp.com @n8ivwarrior
  • 55. Thanks to our Sponsors
  • 56. For a chance to win cool prizes 2 ASUS Netbooks 3 Apple IPAD 32 GB Wifi Also Some Books 1 Typemock Isolator License A 2-5 Day Course from SetFocus on SharePoint Telerik RAD Controls Set 1 DeliverPoint WFE 2010 license (Worth $1500) 1 BCS Meta Man license (Worth $1200) 1 Lightning Conductor 2010 WFE license (Worth $800) 1 Lightning Storm Forums license. (Worth $600)
  • 57. Session Evaluation Remember to fill out your evaluations Presenter: John Burkholder Session Name: SharePoint 2010 in a multi-tenant & hosted environment