Winning Strategies for Successful SharePoint Backup and Recovery

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Leslie McKinney
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1 Winning Strategies for Successful SharePoint Backup and Recovery Michael Denzler, AvePoint Deutschland GmbH Accessible content is available upon request.

2 TSP Team Lead & Senior Technical Solutions Professional

3 1. The importance of backup and restore 2. What needs to be backed up in SharePoint? 3. DocAve backup and restore

4 The Importance of Backup and Restore

6 Hardware failure Data center loss Malicious code (viruses) Corruption Human actions

7 Item level problems The most common type of restores Need to plan for recovery requests that will come in every day Full disasters Need to plan for total farm loss Fidelity Maintaining metadata Storage management Backups take up a lot of space

8 Recovery Time Objectives (RTO) How long does it take to restore something? Recovery Point Objectives (RPO) How far back is the loss acceptable? Recovery Granularity/Level Objectives (RLO) What exactly can be restored? How many steps? Backed-up Failure Recovered

9 Backup everything Take complete image of your storage volume with everything on it (Takes a while to perform) Great for application protection Great plan for total-farm loss Backup content only File-by-file copy of your documents only Addresses the most common type of restore

10 Flexible backup & restore for different situations Critical files need to be restored quickly History, security, template information and other metadata needs to be maintained with fidelity

11 What Needs to be Backed Up in SharePoint?

12 Hive Site Definition GAC Solutions Gallery Cust. Features Central Admin DB Config DB Services DB IIS Metabase IIS Settings Web.Config InetPub Content Customization Configuration (SharePoint) Externalized Content (BLOBS) Configuration (IIS) Binary Files (OS and SharePoint) Content DB Search Index Web Application Site Collection Site List/Library Folder Item/Document Version Metadata SharePoint Components

13 Backing up the SQL Database Backup Content & SharePoint Application Databases using SQL Backup tools Backing up customizations Backups of files and configurations on the WFE servers using file or VM level backups

14 How do you make sure that backups of the different databases are in-sync?

15 Recycle Bin Content only for users Backup through Central Administration Not easily schedulable No customization support Management Shell Backup site collections and sites Does not backup customizations

16 Hive Site Definition GAC Solutions Gallery Cust. Features Central Admin DB Config DB Services DB IIS Metabase IIS Settings Web.Config InetPub Content Customization Configuration (SharePoint) Externalized Content (BLOBS) Configuration (IIS) Binary Files (OS and SharePoint) Web Application Content DB Search Index Site Collection Site List/Library Folder Item/Document Version Metadata SharePoint Components

17 Takes a while to backup whole database Takes a while to restore whole database (revert to last image) Backed-up Failure

18 More Database space will be required Securities and metadata lost Backup Data Temporary Database SharePoint Environment Always have to restore whole database Time consuming Drains server performance Difficult to conduct during peak-hours Optionally archive to storage media (Separate process)

19 Hive Site Definition GAC Solutions Gallery Cust. Features Central Admin DB Config DB Services DB IIS Metabase IIS Settings Web.Config InetPub Content Customization Configuration (SharePoint) Externalized Content (BLOBS) Configuration (IIS) Backup can be done in Central Administration, but restore must be done through PowerShell Site collection is Read Only during backup Loss of Metadata (essentially an Export/Import) Binary Files (OS and SharePoint) Web Application Content DB Search Index Site Collection Site List/Library Folder Item/Document Version Metadata SharePoint Components

20 Granularity of backup = granularity of restore Backup a DB, restore a whole DB Backup a site, restore the whole site Requires a multiple-backup-plan solution Overwrite any changes made since the backup Highly disruptive when performing full recovery Farm backup does provide platform protection Content, Configuration, and Customization is lacking

21 DocAve Backup and Restore

22 Hive Site Definition GAC Solutions Gallery Cust. Features Central Admin DB Config DB Services DB IIS Metabase IIS Settings Web.Config InetPub Content Customization Configuration (SharePoint) Externalized Content (BLOBS) Configuration (IIS) Binary Files (OS and SharePoint) Content DB Search Index Web Application Site Collection Site List/Library Folder Item/Document Version Metadata SharePoint Components

23 Granularity lets you control your backup window Pick what you want to backup, as much or as little as you want; Minimize RPO and impact on users Schedule the backup as frequently as you need Minimize impact on users with better RPOs Use tiered storage and VSS snapshots to handle the cost of frequent backups Full, Incremental, and Differential Backups Options to backup only what have changed Does not require locks on SharePoint Users can still use SharePoint during Backup, minimizing user impact

24 Granular restore down to item version level Pick and choose exactly what to restore, minimizing RTO Browse or Search for data to restore on the timeline Flexible options to find the data that needs to be restored quickly Choice of Restore Destination Restore in-place back to where it came from, or out-of-place to another farm to stage it Full Fidelity Restores Restore content with full metadata (properties, configurations, security), or not to minimize disruption

25 Out-of-place Restore Backup Data SharePoint File System Temporary space unnecessary. Low impact on server performance. Fast restores. Optionally archive to storage media (Separate process)

26 Pause/Resume SharePoint indexing so search index is consistent Reattaches databases and registers site collections so they won t be orphaned

27 Demo: Farm-Level Backup (Platform Backup)

Modification Frequency High Multiple Time/Day Medium 3 to 5times a week Low Less than once a week Wikis Support FAQs/References Document Libraries etc. Ongoing projects Active meeting sites etc.

28 Modification Frequency High Multiple Time/Day Medium 3 to 5times a week Low Less than once a week Wikis Support FAQs/References Document Libraries etc. Ongoing projects Active meeting sites etc. SQL Database Sales materials Sales leads Customer records etc. Support User Guides Time Sheets Financial reports Training Materials Price Sheets Daily sales reports Blogs Other meeting sites etc. etc. HR employee guides Personal sites Vacation Policies etc. Daily Hourly Hourly Weekly Daily Hourly Weekly Weekly Daily Marketing brochures Pre-sales literature etc. Annual reports Mo. sales reports Board reports etc. Low Medium High Business Importance

29 Gold Backup once per hour to very fast storage Short RTO and RPO Silver Backup twice a day to fast storage Slightly longer RTO, longer RPO Bronze Backup once a day to fast storage Longest RTO, very long RPO

30 DEMO: Backup of most important data (Granular Backup)

31 Comprehensive Coverage Minimizes Platform RTO Don t piece together your platform restore from various fragments, get it all in one place with consistency. Granularity of Backup Lets You Engineer your RPO Full flexibility in how much data to backup, when, and where to Granularity of Restore Minimizes RTO Restore just what you need, with full fidelity SharePoint Awareness Ensures Consistency of Backup We are SharePoint specialists and knows how to stitch SharePoint back together from the pieces

32 Question & Answer Time

DISASTER RECOVERY (DR): SOMETHING EVERYBODY NEEDS, BUT NEVER WANTS TO USE

DISASTER RECOVERY (DR): SOMETHING EVERYBODY NEEDS, BUT NEVER WANTS TO USE What Do I Mean By Disaster? 1 Natural (hurricane, tornado, flood, fire ) Human (operator error, sabotage, implant of malicious