Philadelphia Area SharePoint User Group June 27th, Ken Choyce RJB Technical Consulting, Inc.

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1 Philadelphia Area SharePoint User Group June 27th, 2012 Ken Choyce RJB Technical Consulting, Inc.

2 Agenda Overview of SharePoint Backups Purpose of backing up SharePoint Levels of SharePoint Backups Methods of backing up SharePoint Files and Logs Best Demonstrated Practices

3 SharePoint Backups Overview SharePoint is much more than a simple file server or stand-alone application. A good backup strategy should include multiple levels and methods to ensure recovery at levels to meet specific business requirements. Strategy depends on how SharePoint is being used, risk tolerance and compliance.

4 Purpose of backing up SharePoint Need we say more?

5 Backup Architecture in SharePoint 2010 SharePoint 2010 provides two backup systems: 1. Farm 2. Granular

6 Levels of SharePoint Backups Farm Site Collection Configuration Web Applications Services Content Database Customizations Exports

7 Farm Level Backup Highest-level object Can select options from within the hierarchy Content and configuration data (default) Supports full and differential backups

8 Site Collection Backup Backs up site content and configuration Regular farm level backups are recommended. However you may wish to perform specific site collection backups for various reasons. Use Central Administration or PowerShell Backup sets site in Read-Only mode. If backup fails or is stopped you may need to manually change the lock status Not recommended for site collection larger than 85 GB

9 Configuration Backup Extracts configuration settings from the SharePoint 2010 configuration database Still recommended to perform a farm level backup on a regular basis. Typically used with test environments if the content is not critical. Saves disk space!

10 Web Application Backup Farm level can back up all Web applications simultaneously, but manually you can only back up one at a time. When the Web application is backed up the IIS settings and all content databases associated with Web application are backed up. If using forms based authentication you must also backup the file system to protect the web.config files.

11 Search Service Application Backup Process Complex process because of interaction between components 1. Master merges are paused to preserve the master index 2. A full database backup starts 3. The master index is backed up 4. Crawls are paused (consider how this may affect search results) 5. All Shadow indexes are backed up 6. An incremental database backup starts 7. Crawls are resumed 8. Master merges are resumed

12 Export site

13 Methods of backing up SharePoint Central Administration (GUI) Management Shell (PowerShell) Manual (Command Line) Scripted / scheduled SQL Server Tools Data Protection Manager (DPM) Third Party Utilities System (File System / Image)

14 Deprecated Methods SMIGRATE STSADM

15 Central Administration Backup

16 Central Administration Backup

17 Central Administration Backup

18 Central Administration Backup

19 Central Administration Backup

20 Central Administration Backup and Restore History

21 Permissions for Backup and Recovery using Central Administration Farm component Member of Administrators group on the local computer Member of Farm Administrators SharePoint group Farm Yes No Service Application Yes No Content Database Yes No Site Collection No Yes Site, list, document library No Yes

22 PowerShell for SharePoint Starting PowerShell SharePoint (SharePoint Command Shell) from a SharePoint Server Adding SharePoint PowerShell snapins Add-PSSnapin "Microsoft.SharePoint.PowerShell

23 SharePoint Management Shell

24 SharePoint Management Shell

25 PowerShell to back up a farm in SharePoint Backup-SPFarm -Directory <BackupFolder> - BackupMethod {Full Differential} [-Verbose] <BackupFolder> = path to folder on network or local computer Note: Must use Full option before performing a differential backup

26 PowerShell to Export a site, list or document library Export-SPWeb -Identity <Site URL> -Path <Path and file name> [-ItemUrl <URL of site, list, or library>] [- IncludeUserSecurity] [-IncludeVersions] [- NoFileCompression] [-GradualDelete] [-Verbose] More information

27 Scripted Methods for Backing up SharePoint SharePoint 2010 does not include any native backup scheduling capabilities MS Recommended solution is to utilize Systems Center Data Protection Manager (DPM) Closest native capability is to use PowerShell scripts and Task Scheduler

28 Example PowerShell Script

29 Permissions for Backup and Recovery using PowerShell Farm component Member of Administrators group on the local computer Member of Farm Administrators SharePoint group Full Control on backup folder Farm Yes No Yes Service application Yes No Yes Content database Yes No Yes Site collection No Yes Yes Site, list, document library Yes No Yes

30 Data Protection Manager (DPM)

31 DPM for SharePoint 2010

32 Choosing what to protect and recover Component SharePoint backup SQL Server 2008 (SP1) & CU 2 (DPM) 2010 Farm Yes Yes6 File system backup Service applications Web application Yes Yes Content databases Yes Yes Yes Site collection Yes (1, 2) Yes (1, 2) Yes1, 2 Site Yes (2) Yes (2) Yes Document library or list Yes (2) Yes (2) Yes List item or document Yes Content stored in remote BLOB stores Yes (3) Yes (3) No (3) Customizations deployed as solution packages Yes (7) Yes (7) Yes (6, 7) Changes to Web.config made by using Central Administration or an API Yes Yes Yes (4) Configuration settings (SharePoint) Yes (2, 8) Yes (2, 8) Yes (2, 9) Customizations not deployed as solution packages Yes (10) Yes Changes to Web.config not made by using Central administration or an API Yes (4) IIS configurations not set through SharePoint Yes (5) Yes SQL Server Reporting Services databases Yes Yes Yes

33 Best Practices for backing up SharePoint Avoid processing conflicts Minimize latency between SQL server and backup location Keep databases small Use incremental backups for larger databases Use compression during backup process Use RAID 10 for backup devices instead of RAID 5

34 Best Practices for backing up SharePoint (continued) Consider site collection size when determining tools to use Less than 15 GB use PowerShell Backup-SPSite GB Use SharePoint or SQL Server tools to protect the content database that contains the site collection Larger than 100 GB Use a differential backup solution in SQL or DPM

35 The End

36 Screen Shots

37 Third Party Utilities for Backing up SharePoint* o Dell AppAssure 5 Backup, Replication & Recovery** o Idera SharePoint Backup** o AvePoint SharePoint Backup and Restore** *Not a complete list of vendors. **Not an endorsement for this product

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