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Disaster Recovery (Business Continuity) in SharePoint 2010John BurkholderWelcome to SharePoint Saturday – New York@N8ivWarrior
Welcome to SharePoint Saturday – New YorkThank 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 actionNecessary for human welfareFound at nearly every businessHighest product sold in America*Some content for this presentation provided from Microsoft Corporation published materials.
What is a necessity?
New FeaturesImproved Backup and RestoreImprovements in scale, performance, and resiliencyNew configuration only backupNew SQL Server Snapshot supportNew Granular Backup optionsUnattached Content Database Data RecoveryNew high availability scenariosNew support for SQL Server Database MirroringNew flexible Service Application architectureNew disaster recovery scenariosImproved read-only database support
Site Deletions
Site DeletionsImproved site deletion logicMinimizes blockingSite is deleted from SiteMapA GUID referencing that site is instantiated in a new tableTimer Job performs background, chunk-based deletion
Site Deletions
Backup/restore
Backup/restoreInitiates a SQL backup of each service and content databaseConfig settings are written to an xml fileSearch does some additional thingsWill be covered in the slides on backing up Search
Backup - Farm
Backup – Config SettingsThe configuration settings are written to an xml file, and backed up with file server backup.
RestoreInstantiate 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 flagTo complete a full farm restore:Deploy customizations as requiredOnce 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 DBWhen you backup a web application or single content database, SharePoint starts a SQL Server backup of each content database
Restore – Content DBRestore with a new name- OR – Restore database and overwrite
Backup - Content DB Solutions
Backup - SearchBackup takes place in two sequential phases.
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 resumedRestore - SearchIf restoring to existing Search Service App (overwrite)All  search components are unprovisioned (crawl/query stops working)Indexes are restoredDatabases are restoredCrawls and merges are resumedIf this is a restore from an earlier build, upgrade is run (i.e. backup from RTM, restoring to SP1)If restoring to a new Search Service AppExisting Search Service Application continues to workIndexes are restoredDatabases are restoredCrawls and merges are resumedIf this is a restore from an earlier build, upgrade is run
Backup – Search Solutions
Backup – Service AppsIf 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 AppsIf restoring to existing service application (overwrite)Existing service app is unprovisionedOtherwise, existing service app continues to workDatabases, if any, are restoredConfig is restoredService is started
Backup – Service App Solutions
Backup – Service App DetailsService configuration informationThe databases if the service app has one or moreSecure Store ServiceManaged Metadata ServiceSearch (multiple databases – admin DB, crawl DB’s and property store DB’s)Usage and Health Data CollectionUser Profile Service (profile, sync and social tags)Business Data Catalog ServiceMulti Tenant Service SettingsPerformance PointSearch IndexesNEVER the session state or proxy groups
Backup – Site CollectionSharePoint does backup by extracting data out of SQL using multiple SELECT statements, then writing data to fileOptional - 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 doneNOTE:  Requires a version of SQL Server that supports snap shots (Enterprise)
Restore – Site CollectionRestore from an unattached content databaseDo a site collection backup from the unattached content dbUse PowerShell or stsadm to restore the site collection from a backupPowerShell:  restore-spsite
Backup – Site or ListNow possible from within central adminSharePoint exports the identified site or list by extracting data out of SQL using multiple SELECT statements, then writing data to a packageOptional:  Use PowerShell (export-SPWeb) with the UseSqlSnapshot parameter
Restore – Site or ListRestore from an unattached content databaseExport a site or listUse PowerShell to restore the site or list (import-SPWeb)
Backup HistoryProvides execution time, warning and error counts
Restore – Unattached Content DBGranular restore and content browsing of “offline” databaseBrowse contentExplore site collection contentBackup site collectionBacks up to File System as .bakExport site or listExports to File System as .cmp artifactCan include Security and VersionsMitigates requirements to support expensive dedicated restore environments
Restore – Unattached Content DBUsing PowerShell…Use Restore-SPSite for site collectionRestore–SPSite –identity http://<server>/sites/site -path \\<share>\site.bak –forceUse Import-SPWeb for site or ListImport–SPWeb –identity http://<server>/sites/site/web -path \\<share>\list1.cmp  -includeusersecurity
Recovery ScenariosBackups can be performed to support many recovery scenarios. Common scenarios includeRecreate 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 backupsCreate backups to support highly-available farmsArchive versions of a siteUse unattached databases to recover site collections, sites or lists
High Availability
HA – Database MirroringProvides support for database mirroringAdds failover partner to ADO.NET connection stringDoes not implement the mirroring sessionUI entry pointsAny place you add a new database you can put the failover server namePowerShellAll databases, including configuration databaseConfigurable through APISPDatabaseAddFailoverServiceInstance (method, string)FailoverServiceInstance (property, SPServer)
HA – User InterfaceFailover Database Server
HA – Object Model (C#)string failoverServer = "mySqlServer/myServerInstance"; SPDatabasedb = MyGetContentDatabaseMethod();db.AddFailoverServiceInstance(failoverServer);db.Update(); OrSPDatabasedb = MyGetContentDatabaseMethod();db.FailoverServiceInstance = MyGetFailoverDatabaseServiceInstance();db.Update();
HA - PowershellFor 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 ShippingD/RSearchPrimary SearchConfig, Services databases DB 1Config, Services databases DB 2Content 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 2010John BurkholderWelcome to SharePoint Saturday – New York@N8ivWarrior
  • 2. Welcome to SharePoint Saturday – New YorkThank 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 actionNecessary for human welfareFound at nearly every businessHighest product sold in America*Some content for this presentation provided from Microsoft Corporation published materials.
  • 4. What is a necessity?
  • 5. New FeaturesImproved Backup and RestoreImprovements in scale, performance, and resiliencyNew configuration only backupNew SQL Server Snapshot supportNew Granular Backup optionsUnattached Content Database Data RecoveryNew high availability scenariosNew support for SQL Server Database MirroringNew flexible Service Application architectureNew disaster recovery scenariosImproved read-only database support
  • 7. Site DeletionsImproved site deletion logicMinimizes blockingSite is deleted from SiteMapA GUID referencing that site is instantiated in a new tableTimer Job performs background, chunk-based deletion
  • 10. Backup/restoreInitiates a SQL backup of each service and content databaseConfig settings are written to an xml fileSearch does some additional thingsWill be covered in the slides on backing up Search
  • 12. Backup – Config SettingsThe configuration settings are written to an xml file, and backed up with file server backup.
  • 13. RestoreInstantiate 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 flagTo complete a full farm restore:Deploy customizations as requiredOnce 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 DBWhen you backup a web application or single content database, SharePoint starts a SQL Server backup of each content database
  • 16. Restore – Content DBRestore with a new name- OR – Restore database and overwrite
  • 17. Backup - Content DB Solutions
  • 18. Backup - SearchBackup takes place in two sequential phases.
  • 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. Crawls and merges are resumedRestore - SearchIf restoring to existing Search Service App (overwrite)All  search components are unprovisioned (crawl/query stops working)Indexes are restoredDatabases are restoredCrawls and merges are resumedIf this is a restore from an earlier build, upgrade is run (i.e. backup from RTM, restoring to SP1)If restoring to a new Search Service AppExisting Search Service Application continues to workIndexes are restoredDatabases are restoredCrawls and merges are resumedIf this is a restore from an earlier build, upgrade is run
  • 28. Backup – Search Solutions
  • 29. Backup – Service AppsIf 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 AppsIf restoring to existing service application (overwrite)Existing service app is unprovisionedOtherwise, existing service app continues to workDatabases, if any, are restoredConfig is restoredService is started
  • 31. Backup – Service App Solutions
  • 32. Backup – Service App DetailsService configuration informationThe databases if the service app has one or moreSecure Store ServiceManaged Metadata ServiceSearch (multiple databases – admin DB, crawl DB’s and property store DB’s)Usage and Health Data CollectionUser Profile Service (profile, sync and social tags)Business Data Catalog ServiceMulti Tenant Service SettingsPerformance PointSearch IndexesNEVER the session state or proxy groups
  • 33. Backup – Site CollectionSharePoint does backup by extracting data out of SQL using multiple SELECT statements, then writing data to fileOptional - 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 doneNOTE: Requires a version of SQL Server that supports snap shots (Enterprise)
  • 34. Restore – Site CollectionRestore from an unattached content databaseDo a site collection backup from the unattached content dbUse PowerShell or stsadm to restore the site collection from a backupPowerShell: restore-spsite
  • 35. Backup – Site or ListNow possible from within central adminSharePoint exports the identified site or list by extracting data out of SQL using multiple SELECT statements, then writing data to a packageOptional: Use PowerShell (export-SPWeb) with the UseSqlSnapshot parameter
  • 36. Restore – Site or ListRestore from an unattached content databaseExport a site or listUse PowerShell to restore the site or list (import-SPWeb)
  • 37. Backup HistoryProvides execution time, warning and error counts
  • 38. Restore – Unattached Content DBGranular restore and content browsing of “offline” databaseBrowse contentExplore site collection contentBackup site collectionBacks up to File System as .bakExport site or listExports to File System as .cmp artifactCan include Security and VersionsMitigates requirements to support expensive dedicated restore environments
  • 39. Restore – Unattached Content DBUsing PowerShell…Use Restore-SPSite for site collectionRestore–SPSite –identity http://<server>/sites/site -path \\<share>\site.bak –forceUse Import-SPWeb for site or ListImport–SPWeb –identity http://<server>/sites/site/web -path \\<share>\list1.cmp -includeusersecurity
  • 40. Recovery ScenariosBackups can be performed to support many recovery scenarios. Common scenarios includeRecreate 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 backupsCreate backups to support highly-available farmsArchive versions of a siteUse unattached databases to recover site collections, sites or lists
  • 42. HA – Database MirroringProvides support for database mirroringAdds failover partner to ADO.NET connection stringDoes not implement the mirroring sessionUI entry pointsAny place you add a new database you can put the failover server namePowerShellAll databases, including configuration databaseConfigurable through APISPDatabaseAddFailoverServiceInstance (method, string)FailoverServiceInstance (property, SPServer)
  • 43. HA – User InterfaceFailover Database Server
  • 44. HA – Object Model (C#)string failoverServer = "mySqlServer/myServerInstance"; SPDatabasedb = MyGetContentDatabaseMethod();db.AddFailoverServiceInstance(failoverServer);db.Update(); OrSPDatabasedb = MyGetContentDatabaseMethod();db.FailoverServiceInstance = MyGetFailoverDatabaseServiceInstance();db.Update();
  • 45. HA - PowershellFor 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 ShippingD/RSearchPrimary SearchConfig, Services databases DB 1Config, Services databases DB 2Content 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 modeRead-only mode introduced in SharePoint 2007 SP2Hides parts of UI that aren’t applicable in read only modeRead-only support provided forContent databasesSome Service ApplicationsSome service apps don’t function when their databases are set to read-only, including those associated with Search and ProjectMake it read only in SQLContent databases can set the IsReadOnlySPDatabase property programmaticallyLink fix-up and list schema changes don’t occur in read-only mode
  • 53. SummarySeveral new and extended features in SharePoint 2010 to support BCMReduced blocking for site deletionConfiguration-only backup and restoreExport sites and lists from central adminUsed unattached content databases for restoreUse SQL snapshots during backupUI trimmed for read-only environments
  • 54. Thank You!John BurkholderSr. Project Manager, SharePointDigicon [email protected]@n8ivwarrior
  • 55. Thanks to our Sponsors
  • 56. For a chance to win cool prizes2 ASUS Netbooks3 Apple IPAD 32 GB WifiAlso Some Books1 Typemock Isolator LicenseA 2-5 Day Course from SetFocus on SharePointTelerik RAD Controls Set1 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 EvaluationRemember to fill out your evaluationsPresenter:John BurkholderSession Name:SharePoint 2010 in a multi-tenant & hosted environment