VERITAS NetBackup 6.0 for Microsoft SharePoint Portal Server 2003

Transcription

1 VERITAS NetBackup 6.0 for Microsoft SharePoint Portal Server 2003 System Administrator s Guide for Windows N September 2005

2 Disclaimer The information contained in this publication is subject to change without notice. VERITAS Software Corporation makes no warranty of any kind with regard to this manual, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. VERITAS Software Corporation shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this manual. VERITAS Legal Notice Copyright 2005 VERITAS Software Corporation. All rights reserved. VERITAS, the VERITAS Logo, and NetBackup are trademarks or registered trademarks of VERITAS Software Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. Portions of this software are derived from the RSA Data Security, Inc. MD5 Message-Digest Algorithm. Copyright , RSA Data Security, Inc. Created All rights reserved. VERITAS Software Corporation 350 Ellis Street Mountain View, CA USA Phone Fax Third-Party Copyrights For a list of third-party copyrights, see the NetBackup Release Notes appendix. ii NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

3 Contents Preface vii Getting Help viii Finding NetBackup Documentation viii Accessing the VERITAS Technical Support Web Site viii Contacting VERITAS Licensing x Accessibility Features x Comment on the Documentation xi Chapter 1. Introduction to NetBackup for SharePoint Portal Server Features Backup Operations Automatic Backups Manual Backups User-Directed Backups Contents of a SharePoint Portal Server 2003 Backup Restore Operations Server-Directed Restore Redirecting a Restore Limitations on Backups and Restores Chapter 2. Installing the SharePoint Agent Verifying the Installation Prerequisites Operating System and Platform Compatibility NetBackup Software iii

4 Database Agent Registering the License Key Chapter 3. Configuration User Interface Terminology Notes Configuring the NetBackup Client Service Log On Account Specifying the Account That Logs On to the SharePoint Application Server Performing Consistency Checks Consistency Check Options Configuring Backup Policies Policy Recommendations Adding a New Policy Description of Attributes Adding Schedules Types of Backups Schedule Properties Adding Clients Adding Backup Selections Example Entries in the Backup Selections List Testing Configuration Settings Chapter 4. Operating Instructions for SharePoint Portal Server Specifying the Server, Client, and the Policy Type Performing User-Directed Backups Backup Options Instructions Performing Restores Restore Options Restore Marked Files Tab Microsoft SharePoint Tab Restoring SharePoint Resources iv NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

5 Redirecting a SharePoint Portal Site Restoring the Document Library Store Restoring Document Libraries Restoring Versioned Documents to the Documents folder Restoring Other File Revisions Rebuilding Restored Revisions of a Document Chapter 5. Troubleshooting Debug Logging Backup Operation Debug Logging Restore Operation Debug Logging Changing the Debug Level Viewing the Status of a NetBackup Operation Operational Reports Progress Reports Chapter 6. Disaster Recovery of a SharePoint Portal Server Requirements for Disaster Recovery of a SharePoint Portal Server Recovering SharePoint Portal Server 2003 (without BMR) Recovering SharePoint Portal Server 2003 (without BMR) Index Contents v

6 vi NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

7 Preface This guide explains how to configure and use NetBackup for Microsoft SharePoint Portal Server 2003 to perform online backups and restores of Microsoft SharePoint Portal Server This guide is intended for system administrators responsible for configuring and maintaining systems using SharePoint Portal Server. This guide assumes that you have: A basic understanding of system administration. A working understanding of the NetBackup client and server software and are familiar with the information covered in the following NetBackup manuals: NetBackup Backup, Archive, and Restore Getting Started Guide NetBackup System Administrator s Guide for Windows, Volume I, or the NetBackup System Administrator s Guide for UNIX, Volume I NetBackup Troubleshooting Guide for UNIX and Windows A thorough understanding of SharePoint Portal Server vii

8 Getting Help Getting Help You can find answers to questions and get help from the NetBackup documentation and from the VERITAS technical support web site. Finding NetBackup Documentation A list of the entire NetBackup documentation set appears as an appendix in the NetBackup Release Notes. All NetBackup documents are included in PDF format on the NetBackup Documentation CD. For definitions of NetBackup terms, consult the online glossary. To access the NetBackup online glossary 1. In the NetBackup Administration Console, click Help > Help Topics. 2. Click the Contents tab. 3. Click Glossary of NetBackup Terms. Use the scroll function to navigate through the glossary. Accessing the VERITAS Technical Support Web Site The address for the VERITAS Technical Support Web site is The VERITAS Support Web site lets you do any of the following: Obtain updated information about NetBackup, including system requirements, supported platforms, and supported peripherals Contact the VERITAS Technical Support staff and post questions to them Get the latest patches, upgrades, and utilities View the NetBackup Frequently Asked Questions (FAQ) page Search the knowledge base for answers to technical support questions Receive automatic notice of product updates Find out about NetBackup training Read current white papers related to NetBackup viii NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

9 Getting Help From you can complete various tasks to obtain specific types of support for NetBackup: 1. Subscribe to the VERITAS notification service to be informed of software alerts, newly published documentation, Beta programs, and other services. a. From the main page, select a product family and a product. b. Under Support Resources, click Notifications. Your customer profile ensures you receive the latest VERITAS technical information pertaining to your specific interests. 2. Locate the telephone support directory at by clicking the Phone Support icon. A page appears that contains VERITAS support numbers from around the world. Note Telephone support for NetBackup is only available with a valid support contract. To contact VERITAS for technical support, dial the appropriate phone number listed on the Technical Support Guide included in the product box and have your product license information ready for quick navigation to the proper support group. 3. Contact technical support using . a. From the main page, click the Support icon. A wizard guides you to do the following: Select a language of your preference Select a product and a platform Provide additional contact and product information, and your message Associate your message with an existing technical support case b. After providing the required information, click Send Message. Preface ix

10 Accessibility Features Contacting VERITAS Licensing For license information, you can contact us as follows: Call and select option 3 Fax questions to In the Americas, send to amercustomercare@veritas.com. In the Asia and Pacific areas, send to apaccustomercare@veritas.com. In all other areas, send to internationallicense@veritas.com. Accessibility Features NetBackup contains features that make the user interface easier to use by people who are visually impaired and by people who have limited dexterity. Accessibility features include: Support for assistive technologies such as screen readers and voice input (Windows servers only) Support for keyboard (mouseless) navigation using accelerator keys and mnemonic keys For more information, see the NetBackup Installation Guide. x NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

11 Comment on the Documentation Comment on the Documentation Let us know what you like and dislike about the documentation. Were you able to find the information you needed quickly? Was the information clearly presented? You can report errors and omissions or tell us what you would find useful in future versions of our manuals and online help. Please include the following information with your comment: The title and product version of the manual on which you are commenting The topic (if relevant) on which you are commenting Your comment Your name your comment to Please only use this address to comment on product documentation. See Getting Help in this preface for information on how to contact Technical Support about our software. We appreciate your feedback. Preface xi

12 Comment on the Documentation xii NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

13 Introduction to NetBackup for SharePoint Portal Server NetBackup for SharePoint Portal Server 2003 extends the capabilities of NetBackup to include online backups and restores of a Microsoft SharePoint Portal Server The NetBackup for SharePoint Portal Server 2003 agent protects SharePoint Portals, Team Sites,Configuration Databases, Single Sign-on Databases, and the backward-compatible Document Library Store and Document Libraries. These capabilities are provided as add-ons to the NetBackup for Windows client software. Because this product is tightly integrated with the Backup, Archive, and Restore interface for Windows, this is only an overview of NetBackup functionality. Backup and restore operations for SharePoint Portal Server are identical to other NetBackup file operations, except where noted. The NetBackup for SharePoint Portal Server 2003 agent supports SharePoint version 2001 and The NetBackup for SQL Server agent cannot be used to restore SharePoint 2003 if the license key for the NetBackup for SharePoint agent has been added to the master server. For information on using NetBackup with SharePoint 2001, see the NetBackup for Microsoft SharePoint Portal Server 2001 System Administrator s Guide. In this guide, Microsoft SharePoint Portal Server may be abbreviated to either SharePoint Portal Server or to SharePoint. 1

14 Features Features Online Backup SharePoint Portal Server 2003 Backup Methods Tight NetBackup Integration Central Administration Media Management Automated Backups User-directed Backups SharePoint Portal Server objects can be backed up without taking the SharePoint Portal Server offline. This ensures the availability of SharePoint services and data during the SharePoint Portal Server backup. NetBackup supports full and differential-incremental backups of SharePoint. Tight integration with NetBackup means two things: 1. An administrator already familiar with NetBackup procedures and software can easily configure and use NetBackup to perform SharePoint Portal Server backup and restore operations. 2. Features and strengths of the NetBackup product suite are available to the SharePoint Portal Server backup user. These features include scheduled and user-directed operations, multiple data stream backups, in-line tape copy, etc. Many of these features are described, in detail, in the NetBackup System Administrator s Guide, Volume I. You can administer the backup and recovery policy of multiple SharePoint Portal Server installations from a central location. SharePoint Portal Server backups are saved directly to a wide variety of storage devices supported by the NetBackup master server. Administrators can set up schedules for automatic, unattended backups for local or remote clients across the network. These backups are managed entirely by the NetBackup server from a central location. The administrator can also manually back up clients. Auto discovery is used for SharePoint 2003 installations. The topology is read from the front-end web server and the client and file list can be automatically built. Refer to Contents of a SharePoint Portal Server 2003 Backup on page 4 for details on what is backed up. A user can perform backups of SharePoint Portal Server resources through the Backup, Archive, and Restore client interface on the front-end Web server. 2 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

15 Backup Operations Restore Operations Redirected restore Backup and restore of document libraries and document library store Using a few simple operations, an administrator using the Backup, Archive, and Restore interface can browse SharePoint Portal Server backups and select the ones to be restored. SharePoint portals can be restored to an alternate URL other than the original URL from which it was backed up. The Backward-Compatible Document Library Store is an optional, updated version of the web storage system used in SharePoint server Backup Operations You can use the NetBackup for SharePoint Portal Server 2003 agent to backup the entire SharePoint Portal Server farm or individual components. See Contents of a SharePoint Portal Server 2003 Backup on page 4 for details on the content of a SharePoint backup. NetBackup provides three methods to perform backups: automatic, manual, and user-directed. There are also three forms of automatic backup that are dependent upon the schedule type that is used for the backup. For general information on backup methods in NetBackup refer to the NetBackup System Administrator s Guide, Volume I. Automatic Backups The NetBackup administrator can schedule backups that occur automatically and unattended under the control of the NetBackup Server. For SharePoint Portal Server server backups, the entire contents of the server will be backed up. Full schedule. The entire contents in the Backup Selections list will be backed up. Differential incremental. Only the contents since the previous full or incremental will be included in the backup. Manual Backups Manual backup may be used for special events. A manual backup includes the entire contents of the items selected for backup. Chapter 1, Introduction to NetBackup for SharePoint Portal Server

16 Restore Operations User-Directed Backups User directed backups require a User Backup schedule to be defined on a SharePoint policy on the NetBackup Server. A user-directed backup includes the entire contents of the items selected for backup. This type of backup is only supported from the SharePoint application host, not on other hosts where only SharePoint objects are present. Contents of a SharePoint Portal Server 2003 Backup You can use the SharePoint Agent to backup and restore SharePoint Portal Server 2003 farm components, which include: Configuration database Portal sites and their associated databases Content database User Profile database Services database Index databases Team databases Windows SharePoint Services sites and their associated site databases Single Sign-on database Backward-compatible Document Library Store Backward-compatible Document Libraries (Web Storage System-Based) Restore Operations Use the Backup, Archive, and Restore interface to initiate SharePoint Portal Server restore operations. This interface allows you to select the NetBackup Server from which the objects will be restored as well as the client whose backups you wish to browse. Based upon these selections, you will be able to browse the backup history, select individual items and launch a restore. Server-Directed Restore An administrator can browse NetBackup for SharePoint Portal Server 2003 databases and select the ones to be restored. 4 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

17 Limitations on Backups and Restores Redirecting a Restore SharePoint portals and backward-compatible document libraries can be redirected to a different location from which they were backed up. Portals can only be redirected to an existing farm. For information on redirecting backward-compatible document libraries, refer to the NetBackup for Microsoft SharePoint Portal Server 2001 System Administrator s Guide. Limitations on Backups and Restores The following limitations exist when performing backups and restores of the SharePoint Portal Server. Redirected restores are only supported for portals and backward-compatible libraries. SharePoint 2001 Document Library objects cannot be restored into SharePoint 2003 Web Storage System. Standalone SharePoint Windows SharePoint Services (WSS) installations cannot be backed up. Multi-streaming is not supported for SharePoint 2003 policies. Chapter 1, Introduction to NetBackup for SharePoint Portal Server

18 Limitations on Backups and Restores 6 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

19 Installing the SharePoint Agent 2 This chapter describes how to perform the following tasks: Verifying the installation prerequisites for NetBackup for SharePoint Portal Server Perform this task before enabling this agent. The NetBackup for SharePoint Portal Server 2003 software is installed when you install NetBackup, so verify these prerequisites before enabling NetBackup for SharePoint Portal Server Registering the license key for NetBackup for SharePoint Portal Server

20 Verifying the Installation Prerequisites Verifying the Installation Prerequisites Before enabling NetBackup for SharePoint Portal Server 2003, verify that you are installing the agent on a supported operating system or platform and that requirements are met for the NetBackup software, the database agent, and, if applicable, the cluster software. These requirements apply for remote and local installations. Operating System and Platform Compatibility Verify that NetBackup for SharePoint Portal Server 2003 will be installed on an operating system or platform supported by NetBackup. A compatibility list for database agents is available on the Technical Support web site. To verify compatibility 1. Go to the Technical Support web page: 2. From the Select Product Family list, click NetBackup Products. 3. From the Select Product list in the right pane, click NetBackup Enterprise Server. 4. Under Support Resources, click Compatibility and Reference. 5. In the list of documents, click NetBackup Enterprise Server (tm)/ Server x.x Database Agent Compatibility (updated date). For x.x, look for the current release. For date, look for the most recent date. 6. Click on the link for the PDF document, which is a downloadable file that enables you to view the supported database spreadsheet for this release. 7. Read the document and verify that the software in your environment is compatible with the NetBackup and NetBackup for SharePoint Portal Server 2003 software. 8 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

21 Verifying the Installation Prerequisites NetBackup Software Verify that the following requirements are met for the NetBackup server and client software: The NetBackup server software is installed and operational on the NetBackup server. The NetBackup server platform can be any of those that NetBackup supports. For installation information, see the NetBackup Installation Guide. The NetBackup client software is installed on each front-end Web server, SQL database host, Index database host, and the host containing the backward-compatible document library store.. The client software does not need to be installed on the Search or Job servers. The NetBackup client software is installed on the client where you will be backing up the databases. This step also installs NetBackup for SharePoint Portal Server In addition, the install_path\netbackup directory must exist on the client. On Windows platforms, the NetBackup for SharePoint Portal Server 2003 software is installed along with the server and client software. For installation information, see the NetBackup Installation Guide. Make sure that you have configured backup media in a Media Manager or disk storage unit. The amount of backup media required depends on the devices used, the sizes of the databases that you are backing up, the amount of data that you are archiving, the size of your backups, and the frequency of backups or archives. For information on using Media Manager, see the NetBackup Media Manager System Administrator s Guide. Database Agent Verify that the following requirements are met for the database agent. SharePoint Portal Server 2003 Service Pack 1 or later is installed and operational. Chapter 2, Installing the SharePoint Agent 9

22 Registering the License Key Registering the License Key NetBackup for SharePoint Portal Server 2003 is installed with the server and client software. To use this agent, register a valid license key for it on the master or media server. To register a license key 1. On the master or media server, open the NetBackup Administration Console. 2. Choose Help > License Keys. 3. Click the New button. 4. Type in the license key and click Add. For information on adding license keys, see the NetBackup System Administrator s Guide, Volume I. 10 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

23 Configuration 3 This section provides an overview of how to configure NetBackup for SharePoint Portal Server 2003 to perform backup and restore operations. Configuring the NetBackup Client Service Log On Account Performing Consistency Checks Configuring Backup Policies Testing Configuration Settings User Interface Terminology Notes You can perform many of the configuration steps in this chapter from the NetBackup Administration Console on the master server. Depending on your master server s platform, the console is available in one or two forms. NetBackup supports a Java interface for both Windows and UNIX master servers. In addition, NetBackup supports a Windows interface for Windows master servers. The Java and Windows interfaces are nearly identical, but when there are interface differences in the configuration procedures, this manual uses the following headings to identify the interface being described: From the Windows interface: From the Java interface: 11

24 Configuring the NetBackup Client Service Log On Account Configuring the NetBackup Client Service Log On Account To backup the SharePoint Index databases or Document Libraries, the NetBackup Client Service must be authorized to run as the SharePoint administrator. In Windows Services, configure the NetBackup Client Service properties for the host(s) where the Index database(s) or Document Libraries reside. To verify or modify the Log On account for the NetBackup Client service 1. Open the Windows Services application. 2. Double-click on the NetBackup Client Service entry. 3. Click on the Log On tab. 4. If the local system account is not selected as the Log on as account, proceed with step Provide the name of the account authorized to run as the SharePoint administrator. Note To change this account, you must have administrator group privileges. 6. Stop and start the NetBackup Client Service. 7. Close the Services control panel application. 12 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

25 Specifying the Account That Logs On to the SharePoint Application Server Specifying the Account That Logs On to the SharePoint Application Server In order to perform backups and restores, NetBackup must know the username and password for the account used to logon to the SharePoint Application Server. This account must meet the following requirements: The credentials specified by the logon account used for backing up and restoring SharePoint Portal Server data must have local administrative rights on the servers where SharePoint components are installed. Additionally, to restore individual documents in backward-compatible document libraries, the account must be granted the Coordinator role in SharePoint on all folders to be accessed in the workspace or document library. The credentials specified by the logon account used for backing up and restoring the Single Sign-on database must be either the account name or a member of the group that is specified in the Account name field in the Single Sign-on Settings section of the Manage Settings for Single Sign-on administration page in SharePoint Portal Server. Internet Information Services (IIS) rights can affect database backups and restores. Ensure that the logon account used for backup and restore has rights to access the IIS sites. Integrated Windows Security should be enabled within the IIS rights. To specify the logon account for the SharePoint Application Server 1. Open the NetBackup Administration Console. 2. Expand Host Properties. 3. Click on Clients. 4. In the right pane, right-click on the client and click Properties. 5. In the left pane, expand Windows Client and click SharePoint In the User name box, specify the user id for the account used to log on to SharePoint (DOMAIN\user name). Chapter 3, Configuration 13

26 Specifying the Account That Logs On to the SharePoint Application Server 7. In the Password box, specify the password for the account. 8. Click OK to save your changes. 14 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

27 Performing Consistency Checks Performing Consistency Checks You can perform consistency checks of the SQL Server database(s) before NetBackup begins a backup operation. These checks are performed for both server- and user-directed backups. To perform consistency checks 1. Open the NetBackup Administration Console. 2. Expand Host Properties. 3. Click on Clients. 4. In the right pane, right-click on the client and select Properties. 5. In the left pane, expand Windows Client and click SharePoint Chapter 3, Configuration 15

28 Performing Consistency Checks 6. From the Consistency check before backup list, choose which check NetBackup should perform before backups. Refer to the Table Description of Consistency options for descriptions of these options. If you choose to perform a consistency check, select Continue with backup if consistency check fails, if you wish NetBackup to continue performing the backup if the consistency check fails. 7. Click OK to save your changes. 16 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

29 Performing Consistency Checks Consistency Check Options The following consistency checks can be performed before a backup. Description of Consistency options None Do not perform consistency checking. Full check, excluding indexes Select this to exclude indexes from the consistency check. If indexes are not checked, the consistency check runs significantly faster but is not as thorough. Only the data pages and clustered index pages for each user table are included in the consistency check. The consistency of the non-clustered index pages is not checked. Full check, including indexes Include indexes in the consistency check. Any errors are logged. Physical check only (SQL 2000 Select this to perform a low overhead check of the physical only) consistency of the SQL Server 2000 database. This option only checks the integrity of the physical structure of the page and record headers, and the consistency between the pages object ID and index ID and the allocation structures. Chapter 3, Configuration 17

30 Configuring Backup Policies Configuring Backup Policies A NetBackup policy defines the backup criteria for a specific group of one or more clients. These criteria include: Storage unit and media to use Policy attributes Backup schedules Clients to be backed up To use NetBackup for SharePoint Portal Server 2003, you need to define at least one MS-SharePoint policy with the appropriate schedules. A configuration can have a single policy that includes all clients, or there can be many policies, some of which include only one client. Most requirements for MS-SharePoint policies are the same as for file system backups. In addition to the attributes described here, there are other attributes for a policy to consider. For configuration instructions and information on all the attributes available, see the NetBackup System Administrator s Guide, Volume I. Policy Recommendations VERITAS has the following recommendations when creating policies: To fully protect SharePoint Portal Server 2003, create an MS-Windows-NT policy to back up the entire filesystem where SharePoint web parts may be installed and to back up the system state (Shadow Copy Components) in order to protect the IIS metadata. For recovery purposes, it is best if the portals, team sites, configuration database, and the optional single-sign-on database are backed up using the same policy. Back up Document Store and Document Libraries in separate policies. Table 1. NetBackup policy examples for SharePoint Portal Server 2003 Policy Backup Selections Auto Backup Frequency Other Policy A Microsoft SharePoint Resources:\Configuration DB* Microsoft SharePoint Resources:\Single Sign-on* Microsoft SharePoint Resources:\ Daily Incremental Weekly Full Exclude Index database from incremental backups 18 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

31 Configuring Backup Policies Table 1. NetBackup policy examples for SharePoint Portal Server 2003 Policy Backup Selections Auto Backup Frequency Other Policy B Shadow Copy Components:\ Daily Incremental ALL_LOCAL_Drives Weekly Full Policy C Policy D Microsoft SharePoint Resources:\Document Library Store* Microsoft SharePoint Resources:\Document Libraries* Weekly Full Daily Incremental Weekly Full Adding a New Policy To add a new policy 1. Log on to the master server as administrator (Windows) or root (UNIX). 2. Start the NetBackup Administration Console. 3. If your site has more than one master server, choose the one on which you want to add the policy. 4. From the Windows interface: In the left pane, right-click Policies and choose New Policy. From the Java interface: In the left pane, click Policies. In the All Policies pane, right-click the master server, and click New. The Add a New Policy dialog box displays. 5. In the Policy name field, type a unique name for the new policy. 6. Click OK. A dialog box displays in which you can specify the general attributes for the policy. 7. From the Policy Type box, select the MS-SharePoint policy type. Note The MS-SharePoint policy type does not appear in the drop-down list unless your master server has a license key for NetBackup for SharePoint Portal Server Chapter 3, Configuration 19

32 Configuring Backup Policies 8. Complete the entries on the Attributes tab. For more information, see Description of Attributes on page 20. Note At the time of this printing, SharePoint policies do not support multiple data streams. Therefore, the Limit jobs per policy option must be set to 1 for MS-SharePoint policies used to back up SharePoint 2003 objects. 9. Add other policy information. To add schedules, see Adding Schedules on page 21. To add clients, see Adding Clients on page 24. To add SharePoint objects to the Backup Selections list, see Adding Backup Selections on page When you have added all the schedules, clients, and Backup Selections you need, click OK. The new policy is created. Description of Attributes With a few exceptions, NetBackup manages a database backup like a file system backup. The following table shows the policy attributes that are different for SharePoint backups. This information is used when you are adding a new policy. Other policy attributes vary according to your specific backup strategy and system configuration. For more information on policy attributes, see the NetBackup System Administrator s Guide, Volume I. Description of Policy Attributes Attribute Policy type Description Determines the types of clients that can be in the policy and, in some cases, the types of backups that NetBackup can perform on those clients. To use NetBackup for SharePoint Portal Server 2003, you must define at least one policy of type MS-SharePoint. Limit jobs per policy Limits the number of jobs that NetBackup will perform concurrently using this policy. This should be set to 1 for policies used to back up SharePoint 2003 databases. Allow multiple data This attribute should not be selected. streams 20 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

33 Configuring Backup Policies Description of Policy Attributes Attribute Keyword phrase Description A textual description of a backup. Useful for browsing backups and restores. Adding Schedules Each policy has its own set of schedules. These schedules control initiation of automatic backups and also specify when user operations can be initiated. To add a schedule 1. In the Policy dialog, click the Schedules tab. To access the Policy dialog, double-click the policy name in the Policies list in the NetBackup Administration Console. 2. Click New. A dialog is displayed. 3. Specify a unique name for the schedule. 4. Select the Type of backup. For information on the types of backups available for this policy, see Types of Backups on page Specify the other properties for the schedule as explained in Schedule Properties on page If this is the last schedule, click OK. To add more schedules, click Add and repeat step 2 through step 6. Chapter 3, Configuration 21

34 Configuring Backup Policies Types of Backups Description of Types of Backups Type of Backup Full backup User backup Cumulative Incremental backup Differential Incremental backup Description Select this back up type to up the entire SharePoint component database(s). A user backup is not automatically scheduled and is initiated from the front-end web server. You may want to consider creating a separate policy for User Backup schedule types. This will allow you to easily separate user-directed and scheduled backups when restoring files. If you decide to create separate policies for User Backup schedule types, the considerations are similar to those for automatic backups. A Backup Selections list is not needed because users select the files before starting the operation. This type of backup is not supported for SharePoint Portal Server Select this backup type to only backup changes made to the database since the last full backup or incremental backup. Note By default, the backward compatible document library store uses circular logging, which does not support differential backups. If included in this type of schedule, the Full backup method will be used to back up these resources. Note The SharePoint Index database only supports full backup. Therefore, VERITAS recommends excluding the Index database from the differential incremental schedule. If included, a full backup of the Index database will be performed as part of the incremental backup. 22 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

35 Configuring Backup Policies Schedule Properties Some of the schedule properties have a different meaning for database backups than for a regular file system backup. The following table explains the schedule properties: Description of Schedule Properties Property Type of backup Frequency Calendar Retention Description Specifies the type of backup that this schedule controls. The selection list shows only the backup types that apply to the policy you are configuring. For more information, see Types of Backups on page 22. This setting is used only for scheduled backups and not for user-directed backups. Frequency specifies the period of time that can elapse until the next backup or archive operation begins on this schedule. For example, if the frequency is seven days and a successful backup occurs on Wednesday, the next full backup does not occur until the following Wednesday. Typically, incremental backups have a shorter frequency than full backups. This setting is used only for scheduled backups. It is not used for user-directed backups. The Calendar option allows you to schedule backup operations based on specific dates, recurring week days, or recurring days of the month. Specifies a retention period for keeping backup copies of files before deleting them. The retention level also denotes a schedules priority within the policy, with Level 9 schedules having the highest priority and Level 0 the lowest. Set the time period to retain at least two full backups of your database. In this way, if one full backup has been lost, you will have another full backup to fall back on. For example, if your database is backed up once every Sunday morning, you should select a retention period of at least 2 weeks. Other schedule properties vary according to your specific backup strategy and system configuration. For more information on schedule properties, consult the NetBackup System Administrator s Guide, Volume I. Chapter 3, Configuration 23

36 Configuring Backup Policies Adding Clients The Clients list contains a list of the clients that will be backed up during an automatic backup. A NetBackup client must be in at least one policy but can be in more than one. The NetBackup client softwaremust be installed on each front-end Web server and SQL database host, Index database host and the server with the backward compatible Document Library Store. The client software does not need to be installed on the Search or Job servers. To add clients to a policy 1. In the Policy dialog, click the Clients tab. To access the Policy dialog, double-click the policy name in the Policies list in the NetBackup Administration Console. 2. Click New. 3. Enter the name of the client you want to add. Only the client which is the front end web server and knows about the Sharepoint farm Topology should be added to the policy list. From the Windows interface: Type the name into the client list and press Enter. If NetBackup cannot detect the hardware and operating system, a dialog box displays so you can specify this information. OR Click the Browse for Computer button to choose the client from the network. From the Java interface: a. The Add Client dialog box displays. In the Client name field, type the name of the client you are adding. b. Choose the Hardware and operating system type and click Add. 4. To add another client, repeat step 2 and step If this is the last client, click OK. 24 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

37 Configuring Backup Policies Adding Backup Selections The Backup Selections list defines the SharePoint objects to be backed up. A Backup Selections list is required for automatic backup operations. You can specify the entire farm or back up individual SharePoint components, such as a Single Sign-on, Configuration, Index, or Content database. Note Directives from the MS_Sharepoint_Portal_Server_2001:\ and MS_SharePoint_Portal_Server_2003:\ directives sets should not be added to the same policy. To create a Backup Selections list to back up a SharePoint Portal Server 1. In the Policy dialog, click the Backup Selections tab. 2. Click New. From the Java interface: A dialog box displays. 3. From the Windows interface, click the Directives button. 4. From the Directive set list, select MS_SharePoint_Portal_Server_ Select the directive. From the Windows interface: a. From the Directive list, select Microsoft SharePoint Resources:\. b. Click OK. From the Java interface: a. From the Pathname or directive list, select Microsoft SharePoint Resources:\. b. Click Add. c. Click OK. 6. Click on the new entry and add the name of the object you wish to backup. Refer to Example Entries in the Backup Selections List on page 26 for examples. 7. Click OK. The new entry is added to the Backup Selections list. Chapter 3, Configuration 25

38 Configuring Backup Policies Example Entries in the Backup Selections List The following are example entries that may appear in the Backup Selections list. The wildcard character (*) can be used to complete a Backup Selection name. SharePoint database objects can have large names, so the * character can be used to identify the object intended for backup, without providing the complete literal name. For example this entry can be used: Microsoft SharePoint Resources:\Configuration DB* instead of: Microsoft SharePoint Resources:\Configuration DB (SQL_Server/SPS01_Config_db)\ Example entries in the Backup Selections list To back up The farm Configuration database A specific Portal Portal Index database Portal Services database Portal Site Content database Portal User Profile database Single Sign-on database Windows SharePoint Services Team Site Backward-compatible Document Library Store Backward-compatible Document Libraries Example path Microsoft Share Point Resources:\ Microsoft SharePoint Resources:\Configuration DB* Microsoft SharePoint Resources:\ name Microsoft SharePoint Resources:\ name\index DB* Microsoft SharePoint Resources:\ name\services DB* Microsoft SharePoint Resources:\ name\content DB* Microsoft SharePoint Resources:\ name\user Profile* Microsoft SharePoint Resources:\Single Sign-on* Microsoft SharePoint Resources:\Team Site\Team DB* Microsoft SharePoint Resources:\Document Library Store* Microsoft SharePoint Resources:\Document Libraries* 26 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

39 Testing Configuration Settings Testing Configuration Settings After configuring the master server for NetBackup for SharePoint Portal Server 2003, test the configuration settings by performing a manual backup (or backups) using the automatic backup schedules you have created. To test the configuration settings 1. Log onto the master server as administrator (Windows) or root (UNIX). 2. Start the NetBackup Administration Console. 3. In the left pane, click Policies. From the Windows interface: The policy list appears in the right pane. From the Java interface: The right pane splits into an All Policies pane and a details pane. 4. Click the policy you want to test. 5. Choose Actions > Manual Backup. The Manual Backup dialog box appears. The Schedules pane contains the name of an automatic schedule (or schedules) configured for the policy that you are going to test. The Clients pane contains the name of the client(s) listed in the policy that you are going to test. 6. Follow the directions in the Manual Backup dialog box. 7. Click Activity Monitor on the NetBackup Administration Console. You will see a parent job that contains the whole file list and one or more child jobs. A child job is automatically launched for each host containing SharePoint data. For example, assume a SharePoint farm consists of 4 separate hosts. In this case, one parent job and 4 child jobs appear in the Activitiy Monitor, and the front-end webserver is listed as the clientname for all jobs. If the manual backup does not exit with a successful status, see the Troubleshooting chapter. For a description of status codes and other troubleshooting information, see the NetBackup Troubleshooting Guide. Chapter 3, Configuration 27

40 Testing Configuration Settings 28 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

41 Operating Instructions for SharePoint Portal Server 4 With the NetBackup for SharePoint Portal Server agent, the user can perform user-directed backups and restores of SharePoint Portal Server 2003 components and a backward-compatible Document Library Store or Document Libraries. 29

42 Specifying the Server, Client, and the Policy Type Specifying the Server, Client, and the Policy Type When performing user backups of SharePoint Portal Server, you must specify the server that will perform the backups. In order to browse for and restore backups, you need to specify the server that performed the backups, the client that was backed up, and the SharePoint Portal Server policy type. To specify the server (and client) for a backup operation 1. Choose File > Specify NetBackup Machines and Policy Type. The Specify NetBackup Machines and Policy Type dialog is displayed. 2. From the Server to use for backups and restores list, select the desired server. 3. Click OK. To specify the server, client, and policy type for a restore operation 1. Choose File > Specify NetBackup Machines and Policy Type. The Specify NetBackup Machines and Policy Type dialog is displayed. 2. From the Server to use for backups and restores list, select the desired server. 3. From the Source client for restores list, select the desired client. The source client is the SharePoint Portal Server machine name whose backup images you would like to browse. 4. From the Policy type for restores list, choose MS-SharePoint. 5. Click OK. 30 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

43 Performing User-Directed Backups Performing User-Directed Backups User-directed backups of NetBackup for SharePoint Portal Server 2003 Resources must be performed from the front-end web server. VERITAS recommends that the Content, Services, and User Profile databases be backed up together and that the Configuration database is also selected when backing up a portal. If you have chosen to perform consistency checks, these checks will also be performed before user-directed backups. See Performing Consistency Checks on page 15 for details on these options. Backup Options The following options are available when performing backups of SharePoint Portal Server. Option Backup to NetBackup server Items marked to be backed up Keyword phrase to associate with the backup (optional) Start Backup Cancel Help Description Identifies the NetBackup server which will control the backup process. Contains a list of objects to be backed up. Specifies a keyword phrase, up to 128 characters in length, that NetBackup will associate with the image created by this backup operation. You can then restore the image by specifying the keyword phrase in the Search Backups dialog box. All printable characters are permitted including space ( ) and period (. ). The default keyword phrase is the null (empty) string Initiates the backup operation. To cancel and return to the previous display without accepting changes to the parameters in this dialog box, click this button. To view online help for this dialog box, click this button. Chapter 4, Operating Instructions for SharePoint Portal Server 31

44 Performing User-Directed Backups Instructions To back up SharePoint Portal Server 2003 Resources 1. Log onto the server as Administrator. 2. Open the Backup, Archive, and Restore interface. 3. Choose File > Select Files and Folders to Backup. The Backup window is displayed. 4. In the All Folders pane, expand Microsoft SharePoint Resources. 5. Select the object(s) to backup. 32 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

45 Performing User-Directed Backups 6. Choose Actions > Start Backup of Marked Files. The Specify Backup Options dialog box is displayed. For information on the backup options available, see Backup Options on page Click Start Backup. A dialog box is displayed informing you that the backup was successfully initiated. If you want to view the progress of the backup, click Yes. A View Status window is displayed, like the one shown below. If you do not want to view the progress of the backup, click No. Chapter 4, Operating Instructions for SharePoint Portal Server 33

46 Performing Restores Performing Restores Note The restore procedures for SharePoint Portal Server 2003 documented here are subject to change. For updates, please refer to Refer to the following instructions when restoring SharePoint Portal Server: Restore Options on page 34 Restoring SharePoint Resources on page 36 Redirecting a SharePoint Portal Site on page 39 Restoring the Document Library Store on page 42 Restore Options The following options are available when restoring SharePoint Portal Server. Restore Marked Files Tab The options on this tab are only supported when restoring the backward-compatible Document Library Store or Document Libraries. These options are not supported when restoring SharePoint Portal Server 2003 components. If you wish to redirect a portal, see Redirecting a SharePoint Portal Site on page 39. Restore Marked Files tab Option Restore Destination Choice Restore everything to its original location Restore everything to a different location Destination Browse Description The following are the destination options for the restore. Restores the selected items to location from which they were backed up. This is the default. Restores all the selected items to a different location. Enter the path to the destination to which you want to restore the the Document Library Store or Document Libraries. Click to browse for the destination folder. 34 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

47 Performing Restores Restore Marked Files tab Option Restore individual folders and files to different locations Restore Options Start Restore Cancel Help Description Restores individual items to different locations These options is not supported with this agent. Initiates the restore operation. To cancel and return to the previous display without accepting changes to the parameters in this dialog box, click this button. To view online help for this dialog box, click this button. Microsoft SharePoint Tab On this tab you can choose to bring databases online after a restore job and specify a different location to restore a portal to. Only a portal can be redirected. The farm and the portal you wish to redirect the restore to must already exist. Microsoft SharePoint tab Option Description SharePoint Portal Server 2003 Bring restored databases online and reconnect previous database links Redirect SharePoint Portal Site Restore Portal Select this option to bring the databases online after a restore job. When restoring portal sites, this option also re-establishes the link between the restored databases and their corresponding sites. If you are restoring full or differential backup sets in separate restore jobs, clear this option for all jobs except the last job. You should select the option only for the last restore job in the sequence. Select this option to redirect a portal to an existing farm. See Redirecting a SharePoint Portal Site on page 39. Indicate where you wish to redirect portal. The web server must already exist on the destination location. For example: Chapter 4, Operating Instructions for SharePoint Portal Server 35

48 Performing Restores Microsoft SharePoint tab Option Using this Web server on an existing farm Start Restore Cancel Help Description Indicate the Web server of the portal. Initiates the restore operation. Cancel the restore operation. View online help for this dialog box. Restoring SharePoint Resources SharePoint resources, including the Configuration, Portal, Single Sign-on,Content, User-Profile, Services, Index, Team Site databases, backward-compatible Document Library Store and Document Libraries can be restored individually. Because, each portal site has a minimum of three databases (Content databases, Services databases, and User Profile databases), VERITAS recommends that you restore these databases together. Since databases can be located on multiple clients, the alternate client restore settings below must be enabled on each client so any client can perform a restore no matter which client actually performed the backup. Caution The Configuration database contains all of the configuration information for the entire SharePoint Server farm. Use caution when restoring this database; any changes made to the farm topology after the backup was performed will be lost. Note If you wish to redirect a portal, see Redirecting a SharePoint Portal Site on page 39. To allow any SharePoint client restore a backup of any client 1. On the master server, create an altnames directory in the following location. install_path\netbackup\db 36 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

49 Performing Restores 2. In the altnames directory, place an empty file (or files) inside of the directory. To allow all clients to perform restores, create a file named No.Restrictions. For example: install_path\netbackup\db\altnames\no.restrictions To allow single clients to perform restores, create a file for each client you will use to perform restores. The file name should be the name of the client. For example: install_path\netbackup\db\altnames\client1 To restore SharePoint Portal Server resources 1. Enable SharePoint clients to restore backups performed by other clients, as described in the previous procedure To allow any SharePoint client restore a backup of any client. 2. Log on as Administrator. 3. Open the Backup, Archive, and Restore interface. 4. Choose File > Select Files and Folders to Restore > from Normal Backup. The Restore window is displayed. 5. Select the SharePoint policy type (choose File > Specify NetBackup Machines and Policy Type). For more details see Specifying the Server, Client, and the Policy Type on page Click OK. NetBackup browses for SharePoint Portal Server backup images. 7. From the NetBackup History pane, select the image(s) containing the objects you wish to restore. the last full backup, or the last full backup and all subsequent differential backups 8. In the All Folders pane, expand Microsoft SharePoint Resources. Chapter 4, Operating Instructions for SharePoint Portal Server 37

50 Performing Restores 9. Select the objects to restore. 10. Choose Actions > Start Restore of Marked Files. The Restore Marked Files dialog box is displayed. 38 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

51 Performing Restores 11. Select the Microsoft SharePoint tab. Note If you restore full and differential backups as separate jobs, only enable Bring restored databases online and reconnect database links when restoring the final differential image. Restore the Index database last, after all differential images have been restored and the recovered databases are online. For information on other available restore options, see Restore Options on page Click Start Restore. Redirecting a SharePoint Portal Site A SharePoint portal site can be redirected to a portal on another a web server in an existing farm. The target portal site you wish to redirect the restore to must already exist on the specified Web server and must also have the same database structure as the source site. Note You can only redirect portals. You can restore Document Library Stores, Configuration databases, and Single Sign-on databases back to the original location only. Chapter 4, Operating Instructions for SharePoint Portal Server 39

52 Performing Restores To redirect a portal 1. Log on as Administrator. 2. Open the Backup, Archive, and Restore interface. 3. Choose File > Select Files and Folders to Restore > from Normal Backup. The Restore window is displayed. 4. Select the SharePoint policy type (choose File > Specify NetBackup Machines and Policy Type). For more details see Specifying the Server, Client, and the Policy Type on page From the NetBackup History pane, select the image(s) containing the objects you wish to restore. the last full backup, or the last full backup and all subsequent differential backups 6. In the All Folders pane, expand Microsoft SharePoint Resources. 7. Select the portal to redirect. 40 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

53 Performing Restores 8. Choose Actions > Start Restore of Marked Files. The Restore Marked Files dialog box is displayed. 9. Click on the Microsoft SharePoint tab. 10. Select Redirect SharePoint Portal Site. 11. In the Restore Portal box, type the URL of the site to which you want to restore the portal. For example, In the Using this web server on an existing farm box, indicate the name of the web server. Note If you restore full and differential backups as separate jobs, only enable Bring restored databases online and reconnect database links when restoring the final differential image. Restore the Index database last, after all differential images have been restored and the recovered databases are online. For information on other available restore options, see Restore Options on page Click Start Restore. Chapter 4, Operating Instructions for SharePoint Portal Server 41

54 Performing Restores Restoring the Document Library Store The backward-compatible Document Library Store can be restored to SharePoint In the SharePoint 2003 agent, the Document Library Store appears under Microsoft SharePoint Resources. Caution When you restore data from backward-compatible Document Library Store, all data on the existing Document Library Store is overwritten. To restore the Document Library Store 1. Log on as Administrator. 2. Open the Backup, Archive, and Restore interface. 3. Choose File > Select Files and Folders to Restore > from Normal Backup. The Restore window is displayed. 4. Select the SharePoint policy type (choose File > Specify NetBackup Machines and Policy Type). For more details see Specifying the Server, Client, and the Policy Type on page From the NetBackup History pane, select the image containing the objects you wish to restore. 6. In the All Folders pane, expand Microsoft SharePoint Resources. 42 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

55 Performing Restores 7. Select Document Library Store. 8. Choose Actions > Start Restore of Marked Files. 9. Click Start Restore. Restoring Document Libraries Backward-compatible Document Libraries can be restored to SharePoint NetBackup can restore the Documents or Portal or Shadow folders, or individual folders in the those directories, from a Document Libraries backup. (If you wish to restore the Shadow folder, follow the instructions in Restoring Versioned Documents to the Documents folder on page 45.) In the SharePoint 2003 agent, the Document Libraries appear under Microsoft SharePoint Resources. Note NetBackup will not restore a document if it already the document already exists in the destination folder. In this case, you will need to redirect the restore to a different location. To restore Document Libraries 1. Log on as Administrator. 2. Open the Backup, Archive, and Restore interface. Chapter 4, Operating Instructions for SharePoint Portal Server 43

56 Performing Restores 3. Choose File > Select Files and Folders to Restore > from Normal Backup. 4. Select the SharePoint policy type (choose File > Specify NetBackup Machines and Policy Type). For more details see Specifying the Server, Client, and the Policy Type on page From the NetBackup History pane, select the image containing the objects you wish to restore. 6. In the All Folders pane, expand Microsoft SharePoint Resources. 7. Expand Document Libraries. 8. Select a document library restore. 9. Choose Actions > Start Restore of Marked Files. For information on the restore options available, see Restore Options on page Click Start Restore. 44 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

57 Restoring Versioned Documents to the Documents folder Restoring Versioned Documents to the Documents folder A backup of the Documents folder contains only the latest published version or original version (if not published) of the files. To restore these files, perform a normal document level restore. Other revisions of the files are located in the Shadow folder, with the same folder structure as the original copy. The revisions of a file in the Shadow folder can be identified by the following name format: original_name(x.y).ext where original_name is the name of the file, ext is the file extension, x is the published version of the file, and y is the draft version of the file. Restoring Other File Revisions To restore other revisions of files 1. Open a Restore window. 2. From the NetBackup History pane, select an image that contains the files you wish to restore. 3. In the All Folders pane, expand Microsoft SharePoint Resources. 4. Expand Document Libraries. 5. Expand the Shadow folder. 6. Select the Documents folder. Chapter 4, Operating Instructions for SharePoint Portal Server 45

58 Restoring Versioned Documents to the Documents folder 7. Select the revisions to restore. 8. Choose Actions > Start Restore of Marked Files. 9. Click on the Restore Marked Files tab. 10. Select Restore everything to a different location. 46 NetBackup for Microsoft SharePoint Portal Server 2003 System Administrator s Guide

59 Restoring Versioned Documents to the Documents folder 11. Click in the Destination box and remove the Shadow folder from the pathname. 12. Click Start Restore. Rebuilding Restored Revisions of a Document Documents restored from the Shadow folder are not associated as revisions to documents in the Documents folder. Documents revisions have to be rebuilt manually. To rebuild the restored revisions of a document 1. Perform a restore of the Documents folder. 2. Perform a restore of all revisions (see To restore other revisions of files on page 45). After restoring all of the revisions, in the Documents folder of the Document Library, you will see the base document (Project1manual.doc, for example) and all of the revisions (Project1manual(0.1).doc, Project1manual(0.2).doc, etc.). 3. Save each file revision to a temporary location. 4. In SharePoint Portal Server 2003, open the Documents folder in the Document Library. Chapter 4, Operating Instructions for SharePoint Portal Server 47