NetVault : Backup. for Exchange Server. User s Guide. Application Plugin Module (APM) version 4.1 MEG EN-01 10/29/09

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1 NetVault : Backup Application Plugin Module (APM) for Exchange Server version 4.1 User s Guide MEG EN-01 10/29/09

2 Copyrights NetVault: Backup APM for Exchange Server User s Guide Software Copyright 2009 BakBone Software Documentation Copyright 2009 BakBone Software This software product is copyrighted and all rights are reserved. The distribution and sale of this product are intended for the use of the original purchaser only per the terms of the License Agreement. All other product trademarks are the property of their respective owners. The NetVault: Backup APM for Exchange Server User s Guide is copyrighted and all rights are reserved. This document may not, in whole or part, be copied, photocopied, reproduced, translated, reduced or transferred to any electronic medium or machine-readable form without prior consent in writing from BakBone Software. THIS PUBLICATION IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON- INFRINGEMENT. THIS PUBLICATION COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN; THESE CHANGES WILL BE INCORPORATED INTO NEW EDITIONS OF THE PUBLICATION. BAKBONE SOFTWARE MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED IN THIS PUBLICATION AT ANY TIME BakBone, BakBone Software, NetVault, Application Plugin Module, BakBone logo, Integrated Data Protection, NetVault: SmartDisk, Asempra, FASTRecover, ColdSpark and Spark Engine are all trademarks or registered trademarks of BakBone Software, Inc., in the United States and/or in other countries. All other brands, products or service names are or may be trademarks, registered trademarks or service marks of, and used to identify, products or services of their respective owners. BakBone Software 9540 Towne Centre Drive, Suite 100 San Diego, California

3 Table of Contents Chapter 1: Introduction 7 About the Exchange Server APM NetVault: Backup APM for Exchange Server at a Glance Key Benefits Feature Summary Target Audience Recommended Additional Reading...10 Technical Support Documentation Updates Chapter 2: Strategy 11 Defining an Exchange Server Backup and Recovery Strategy Exchange Server Databases Exchange Server Transaction Log and Patch Files Available Backup Methods Transaction Log File Management Backup Types Example Backup Sequences Full Backups Only Full + Incremental Backups Full + Differential Backups Chapter 3: Deployment 19 Deployment Overview Standalone Deployment Local Continuous Replication (LCR) Single Copy Cluster (SCC) or Failover Cluster... 21

4 NetVault: Backup 4 APM for Exchange Server User s Guide Cluster Continuous Replication (CCR) Chapter 4: Installation 25 Pre-Installation Requirements Disabling Circular Logging Enabling Services Configuring Localization Settings Enabling Deleted Item Recovery Installation Procedure for Standalone and LCR Deployments Installation Procedure for SCC/Failover Cluster and CCR Deployments Pre-Installation Requirements Installation Procedure Removing Exchange Server APM Chapter 5: Configuration 35 Configuring Exchange Server APM Required Windows User Account Permissions Configuration Process Specifying Default Configuration (Optional)...39 About Window Chapter 6: Backup 41 Performing Backups with Exchange Server Selecting Data for a Backup Setting Backup Options Finalizing and Submitting the Job Chapter 7: Restore 49 Restoring Data with the Exchange Server APM Understanding Exchange Server Restore Process Restore Methods Available Phases of a Restore Restoring Backups in Exchange Server Preparing Exchange Server for Recovery Selecting Data for Restore... 54

5 NetVault: Backup 5 APM for Exchange Server User s Guide - Setting Restore Options Finalizing and Submitting Restore Job Performing Post Restore Steps for CCR Environments Performing Post Restore Steps and SCR Environments Example Restore Sequences Advanced Restore Procedures Renaming Storage Groups Moving Databases to Alternate Storage Group Restoring Data to Recovery Storage Group Disaster Recovery of Exchange Server Recovering to Alternate Exchange Server Chapter 8: Troubleshooting 91 Diagnosing VSS Related Issues Troubleshooting Specific Issues... 91

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7 NetVault: Backup 7 APM for Exchange Server User s Guide Chapter 1: INTRODUCTION About the Exchange Server APM NetVault: Backup APM for Exchange Server at a Glance Key Benefits Feature Summary Target Audience Recommended Additional Reading Technical Support Documentation Updates About the Exchange Server APM NetVault: Backup APM for Exchange Server at a Glance NetVault: Backup APM for Exchange Server (Exchange Server APM) increases confidence in the recoverability of Exchange and enables users to create flexible backup policies that can account for multiple recovery scenarios. Support for online backups via Exchange Server s Extensible Storage Engine (ESE) and Volume Shadow Copy Service (VSS) provides users the flexibility to select their preferred backup method without requiring them to learn Exchange internals. Through an intuitive and easy-to-use console and automated workflow, the Exchange Server APM offers users a centralized console to setup, configure and define backup and restore policies for all of your Exchange Servers, including those deployed in a Local Continuous Replication (LCR), Single Copy Cluster (SCC), or Cluster Continuous Replication (CCR) environment. Exchange Server APM offers granular control that allows users to restore complete Information Stores, individual Storage Groups, or individual databases. Through automatic integration with a wide range of backup devices, Exchange Server APM gives the confidence that the recovery data is protected and stored offsite to ensure business continuity Key Benefits Increases Confidence and Reduces Risk While Deploying Exchange Exchange Server APM allows administrators to create backup policies which are flexible enough to account for a large number of recovery scenarios. Administrators have the flexibility to choose the best backup method whether it is Extensible Storage Engine (ESE) or Volume Shadow

8 8 Chapter 1 Introduction Copy Service (VSS) without having to worry about understanding Exchange internals. Exchange Server APM s flexible backup features also include: Protection for Standalone, SCC, LCR, and CCR environments Online ESE or VSS based backups Full, Incremental, and Differential Backups while data is online and accessible Copy-only Backups Protection down to the individual database By relying on Exchange Server APM to implement your backup policies, users can be freed to focus on more critical tasks without risking your ability to recover exactly what is needed in the unfortunate event of a failure. In addition, an IT managers' confidence is increased by knowing their is protected, no matter what. Speeds Up Restores to Reduce Downtime With Exchange Server APM, you select what needs to be restored, the backup set to restore from, and NetVault: Backup's APM for Exchange Server automatically performs the restore. To maximize availability, the Exchange Server APM is designed for granular recoveries, allowing users to recover complete Information Stores, individual Storage Groups, or individual databases. Through point-and-click automated options, the Exchange Server APM reduces reliance on human interaction which eliminates errors often caused by manual intervention Additional Exchange Server APM restore features include: Full, Incremental, and Differential Restores Restores of complete Information Store, individual Storage Groups, or individual databases Rename of Storage Groups during restores Restores to Recovery Storage Groups Restores to alternate Exchange Server Ensure Business Continuity with Automatic Integration of Backup Devices With offsite backups being an important part of the data protection plan for any mission critical application, Exchange Server APM takes advantage of NetVault: Backup's fundamental integration with a wide range of backup devices which include tape libraries, stand-alone tape devices, virtual tape libraries, and shared virtual tape libraries. NetVault: Backup allows you the flexibility to select which backup device to store the backup on. You can store the backup online in a virtual tape library and duplicate the job to physical tape libraries shared by multiple Exchange Servers, proprietary databases, or used for general backup purposes.

9 NetVault: Backup 9 APM for Exchange Server User s Guide Eliminate backup windows and reduce storage Exchange Server APM gives you the confidence that your environment is being protected and stored offsite for disaster recovery purposes. At the same time, it frees administrators from having to be available 24x7 because less experienced Exchange administrators can initiate restores with confidence that they will be performed correctly and as quickly as possible, thereby reducing downtime and improving business continuity. Exchange Server APM also provides an option for granular recovery of individual mailboxes or mailbox items without performing additional brick-level backups, eliminating backup windows and reducing storage costs. Users can also search for s that meet specific criteria such as keywords, subject, date, or specific users across all mailboxes without analyzing individual mailboxes one at a time or using Microsoft Recovery Storage Groups. This speeds up individual restores by reducing the time to identify the s to be restored. Individual mailbox items can be restored to a PST file for further analysis, discovery, or investigative purposes, thereby extending the use of individual message recovery beyond protection for accidental deletions Feature Summary Protection for Standalone, SCC, LCR, and CCR environments Online ESE or VSS based backups Full, Incremental, and Differential Backups while data is online and accessible Copy-only Backups Protection down to the individual database Full, Incremental, and Differential Restores Restores of complete Information Stores, individual Storage Groups, individual databases, mailboxes, or mailbox items. Rename of Storage Groups during restores Restores to Recovery Storage Groups Restores to alternate Exchange Server Rename of Database during restores Restore to non-exchange Server

10 10 Chapter 1 Introduction Target Audience This guide is intended for users who are responsible for the backup and recovery of Exchange Server. Familiarity with Exchange Server administration and the operating system under which the database is running is assumed. Advanced knowledge of Exchange Server would be useful for defining an efficient backup and recovery strategy for the database Recommended Additional Reading BakBone recommends that the following documentation be readily available for reference when setting up and while using this APM. Exchange Server 2007 Documentation Exchange Server 2003 Documentation Exchange Server 2000 Documentation Technical Support BakBone Software is dedicated to providing friendly, expert advice to our customers. Our highly trained professionals are available to answer questions, offer solutions to problems and generally help make the most of any BakBone software purchase. Log on to our web site for more information Documentation Updates For late-breaking documentation updates, refer to the BakBone Software Knowledge Base. BakBone s Knowledge Base article for NetVault: Backup APM for Exchange Server can be found at:

11 NetVault: Backup 11 APM for Exchange Server User s Guide Chapter 2: STRATEGY Defining an Exchange Server Backup and Recovery Strategy Exchange Server Databases Exchange Server Transaction Log and Patch Files Available Backup Methods Transaction Log File Management Backup Types Example Backup Sequences Full Backups Only Full + Incremental Backups Full + Differential Backups Defining an Exchange Server Backup and Recovery Strategy The purpose of creating Exchange Server backups is to recover an Exchange Server that is damaged from media failure or data corruption. Reliable use of backup and restore for recovery requires a well-designed backup and restore strategy which maximizes data availability and minimizes data loss, taking into account defined business requirements. A backup and restore strategy is divided into two pieces, a backup piece and a restore piece. The backup piece of the strategy defines the type and frequency of backups that are required to meet the goals for availability of the Exchange Server and for minimizing data loss. The restore piece of the strategy defines who is responsible for performing restores and how restores should be performed to recover from the particular type of damage or failure Exchange Server Databases A database is the finest granularity of storage organization within the Exchange Server schema. Mailboxes are assigned to specific databases, allowing segregation of data by mailbox for security or scalability purposes. Occasionally, critical or high-volume mailboxes will be segregated to a separate database to improve performance or to perform more frequent backups. Databases are used to contain mailboxes, messages, folder stores, and various other sundry data objects supported by the Exchange Server. While they can contain a large variety of data objects, databases are typically one of two types:

12 12 Chapter 2 Strategy mail stores and public folder stores. Note that in Exchange Server terminology, a store is the same as a database. Microsoft also differentiates editions of the Exchange Server product by increasing support for concurrent databases. The Enterprise Edition is defined as supporting more concurrent databases than the Standard Edition Exchange Server Transaction Log and Patch Files All changes made to the Exchange Server database are first committed to transaction log files. Any time a user modifies data stored in a mailbox or data is added to the mailbox, that change is written to a transaction log file before it is written to the Exchange Server database. Patch files are exclusive to Exchange Server They are transient files that are used for a limited time during operation and then merged into the database as necessary. They are often treated the same way as transaction log files. Patch files became obsolete in Exchange Server Available Backup Methods Extensible Storage Engine (ESE) Volume Shadow Copy Service (VSS) The Exchange Server APM supports implementing an ESE or a pure VSS backup strategy, that is, your backup strategy should include either ESE backups or VSS backups, not a combination of the two a b Extensible Storage Engine (ESE) Supported Exchange Versions All Supported Exchange Deployments Standalone, Single Copy Clusters/ Failover Clusters, Local Continuous Replication (Active Copy Only), Cluster Continuous Replication (Active Copy Only) Microsoft supports the ability to perform online backups of the Exchange Server s databases utilizing the Extensible Storage Engine (ESE). ESE is provided by Microsoft as a standard Exchange Server component, and provides the highest levels of compatibility with all the supported versions of Exchange. Volume Shadow Copy Service (VSS) Supported Exchange Versions 2003 and 2007 Supported Exchange Deployments All Microsoft supports the ability to create snapshots of Exchange data using Volume Shadow Copy Service (VSS). Microsoft provides Exchange specific VSS writers which coordinate with the Exchange Services (operating on behalf of the Exchange Server APM) to prepare the Storage Group files for backups and

13 NetVault: Backup 13 APM for Exchange Server User s Guide freeze the IO activity due to Exchange transactions before backing it up, and then to unfreeze and truncate logs after the backup is complete. VSS is the recommended backup method for Exchange 2007 Local Continuous Replication (LCR) and Cluster Continuous Replication (CCR) environments. When using the VSS backup method in a CCR environment, administrators have the ability to choose whether the active or passive node is backed up c ESE vs. VSS Backup Method Consider the following differences when determining the backup method for your Exchange backup strategy. VSS based backups are performed only at the Storage Group level, that is, individual databases cannot be backed up, while ESE based backups allow you to backup individual databases. Restoring an individual database from a VSS based backup is supported; however, the entire Storage Group must be offline. Only one VSS based backup can run at one time; however, that one backup can simultaneously backup multiple Storage Groups which can reduce backup windows. Meanwhile, ESE allows multiple backup jobs for different Storage Groups to run concurrently; however, each job backs up Mailbox Databases in a serial fashion. In LCR and CCR environments, VSS allow backups of either the active copy or the passive copy, while ESE based backups are only allowed on the active copy. Backing up the passive copy allows users to take advantage of the extra resources available at the second copy location as well as a longer backup window due to not competing on the same resources against the actual client activity during normal work hours. VSS based backups in 2003 cannot be restored to Recovery Storage Groups due to Microsoft limitations. VSS based backups can be restored to alternate Exchange Servers in the same domain while ESE based backups can only be restored to alternate Exchange Servers in a different domain Transaction Log File Management When defining an Exchange Server backup strategy, transaction log file management is a primary consideration a Transaction Log File Truncation Transaction log file truncation is used to clean the Exchange Server Storage Group and database, thereby improving performance, reducing the disk space requirements and the time required to restore a database.

14 14 Chapter 2 Strategy BakBone recommends that backups that perform transaction log file truncation be performed regularly. Often, a weekly or semi-monthly backup that performs transaction log file truncation is recommended. The optimum frequency may vary considerably, depending on the use and configuration of each Exchange Server. Truncating transaction log files is performed during the backup process, when backing up using a Backup Type that provides transaction log file truncation such as the Full and Incremental Backup types b Full vs. Transaction Logs-only Backups Full Backups will backup all files for a database, regardless of the type of file. Transaction Logs-only Backups are those that backup only the transaction log files for a database. Full Backups allow all database files to be backed up, providing standalone restore capabilities. Depending on the size of the database, Full Backups can be demanding in terms of storage requirements, as well as time required to complete the backup. For very large databases, this may be a significant consideration. Transaction Logs-only Backups are lighter-weight backups that are intended to capture any new activity since the last Full Backup was performed. This can radically reduce the backup time and storage requirements for large databases, but introduces dependencies on one or more prior backups to perform a complete restore. Important: VSS based backups for non-continuous Replication environments will truncate the transaction logs at the completion of Full or Transaction Logs Only Backups. In Continuous Replication (LCR and CCR) environments, log truncation will be delayed by the Microsoft Exchange Replication Service until all necessary log files are replayed into the replica copy. Microsoft Exchange Replication Service will delete the backed up log files both from the active and the passive copy log file paths after it verifies that the to-be-deleted log files have successfully been applied to the passive copy database and both the active and passive copy database check points have passed the log files in question Backup Types The Exchange Server APM provides eight essential backup types: Full Copy Incremental Differential Backup types represent the complete set of options for backing up an Exchange Server, respecting the transaction log management rules.

15 NetVault: Backup 15 APM for Exchange Server User s Guide a b c Full Backup Type A Full Backup is the most common type of backup performed. It is used to perform a complete backup of a database or Storage Group. A Full Backup does not depend on any other backup and can be restored in a single step. A Full Backup includes all files and performs transaction log file truncation. Perform regular Full Backups to keep the Exchange Server in good health and maintain its performance. Copy Backup Type Sometimes a backup must be taken for a special purpose and should not affect the overall backup and restore procedures for the Exchange Information Store. A Copy Backup is used to backup all database files without performing transaction log file truncation. This provides a snapshot of the files as they existed at the time of the backup. A Copy Backup should be used to perform a fast, non-intrusive complete backup of an Exchange Server and is common in scaling and migration scenarios. As a Copy Backup does not perform transaction log file truncation, the disk footprint of the Exchange Server does not change as a result of the backup. Consequently, a Copy Backup does not perform any housekeeping measures, and therefore does not maintain the performance of the Exchange Server in any way. Copy Backups should not be considered as a part of a regular backup policy, but as a special-purpose type of backup. Incremental Backup Type Incremental Backups perform backups of the transaction log files that capture the changes made to the database since the most recent Full or Incremental Backup. The transaction logs are then truncated which assists in the proper maintenance of the Exchange Server Mailbox Databases. Incremental Backups are generally very fast and correspondingly small. As a Transaction Logs-only Backup, an Incremental Backup must always have a base backup, which is often a Full Backup. Performing an Incremental Backup without first performing a Full Backup may lead to backup failures, in addition to an inability to restore and recover your Exchange Server properly. An Incremental Backup should not be performed in the following conditions: When an Initial Full Backup has Not Been Created The transaction log only contains changes made to the database after the last backup was created, thus a base backup is required. After an Incremental Backup Containing Multiple Storage Groups Fails In this case a Full Backup must first be performed before an Incremental Backup can be performed. When an Incremental Backup that contains multiple Storage Groups fails, some of the transaction logs are truncated and

16 16 Chapter 2 Strategy permanently lost. At that point the transactions have already been deleted from the Exchange Server logs. Though the data still exists within the Exchange Server, errors would occur if you attempted to restore Incremental Backups that were created after a failed Incremental Backup job. This issue does not apply to a failed Incremental Backup that contains only a single Storage Group. Important: If this an Incremental Backup containing multiple Storage Groups fails, a Full Backup should be performed immediately to prevent any potential data loss. After the Transaction Log is Manually Truncated In this case a Full or Differential Backup must be performed before an Incremental Backup. Microsoft strongly recommends against manually truncating transaction logs d e Differential Backup Type Differential Backups perform backups of the transaction log files since the most recent Full or Incremental Backup. Differential Backups do not perform transaction log truncation, and therefore do not maintain the operating health of the Exchange Server. Subsequent Differential Backups will increase not only in size, but also in duration because each backup of this type will include the transaction log files that were also included in the previous Differential Backup, as well as the transaction log files that have been generated since the previous Differential Backup. For example, if a Full Backup was taken on Sunday with Differential Backups scheduled Monday through Saturday, Monday's Differential will include the transaction log files generated since the Full Backup on Sunday, while Tuesday's Differential will include the transaction log files generated on Monday as well as those generated on Tuesday. Wednesday's Differential will include the transaction log files for Monday, Tuesday, and Wednesday, and so on. As a Transaction Logs-only Backup, a Differential Backup must always have a base backup, which is often a Full Backup. Performing a Differential Backup without first performing a Full Backup may lead to backup failures in addition to an inability to restore and recover your Exchange Server properly. When used in combination with Full Backups, Differential Backups provide acceptable tradeoffs with good backup performance, good restore performance, and reasonable overall database maintenance via the Full Backup. Incremental vs. Differential Backups Because Incremental Backups truncate the transaction log files after they are backed up, subsequent Incrementals are quicker because only the transaction log files that have been created since the last Incremental Backup are backed up. However, restore sequences that utilize Incremental Backups require that every Incremental taken between the Full Backup and the point of failure must be

17 NetVault: Backup 17 APM for Exchange Server User s Guide restored in succession. This can result in longer restores due to the increased human intervention needed to initiate the multiple restore jobs. Differential Backups do not truncate the transaction log files after they are backed up. Subsequent Differential Backups take increasing longer because all the transaction log files since the last Full Backup are included in the backup. Nevertheless, restore sequences that utilize Differential Backups require that only one Differential Backup be restored after the Full Backup is restored. This results in quicker restores because less human intervention is required during the restore process. Another consideration when deciding between Incremental and Differential Backups is the desired frequency of transaction log file truncation. When implementing Incremental Backups, the transaction log files will be truncated at the same frequency as the Incremental Backups. For example, if Incremental Backups are performed on a daily basis, the transaction log files will be truncated on a daily basis. However, with Differential Backups, the transaction log files will be truncated only when a Full Backup is performed. Therefore, if the Full Backup is only performed weekly, the transaction log files will only be truncated weekly. Implementing a Differential Strategy will lead to faster restores but will require more frequent Full Backups to maintain the operating health of the Exchange Server Example Backup Sequences Full Backups Only When business requirements define backup protection to the previous day, performing Full Backups nightly should be sufficient under the following conditions: Backup windows are large After-hours volume is low Regular transaction log file truncation is required Full + Incremental Backups When business requirements guarantee data protection up to the previous day, backup time should be as fast as possible, and regular transaction log file truncation is required, Full Backups coupled with Incremental Backups is the best combination. For example, Full Backups are performed every Sunday night at 11:00 p.m. while Incremental Backups are performed Monday through Saturday at 11:00 p.m. Each Incremental Backup will include the transaction log files that were generated since

18 18 Chapter 2 Strategy the previous night's backup whether it be the Sunday evening Full Backup or one of the Incremental Backups from a weekday. It is important to remember that restoring this type of backup sequence will be more time-consuming. For example, if recovery is performed on Tuesday, only Sunday's Full Backup and Monday's Incremental Backup must be restored; whereas, if recovery is performed on Wednesday, Sunday's Full Backup followed by Monday's and Tuesday's Incremental Backups must be restored. Even though the backups are quicker, the restores can take longer due to the additional intervention that is required to execute multiple restore jobs Full + Differential Backups When business requirements guarantee data protection up to the previous day, restore and backup time should be reasonably fast, and only occasional transaction log file truncation is required, Full Backups coupled with Differential Backups is the best combination. For example, Full Backups are performed every Sunday night at 11:00 p.m. while Differential Backups are performed Monday through Saturday at 11:00 p.m. Each Differential Backup will include the transaction log files that were generated since the last Full Backup. This may require more overall backup time than an Incremental Backup. Regardless of the point-in-time to which recovery is necessary, the same number of restore jobs are required. For example, if recovery is performed on Tuesday, Sunday's Full Backup and Monday's Differential Backup must be restored; whereas, if recovery is performed on Thursday, Sunday's Full Backup followed by Wednesday's Differential Backup must be restored. Even though subsequent Differential Backups will increase not only in size but in duration, restores are quicker because fewer restore jobs must be executed.

19 NetVault: Backup 19 APM for Exchange Server User s Guide Chapter 3: DEPLOYMENT Deployment Overview Standalone Deployment Local Continuous Replication (LCR) Single Copy Cluster (SCC) or Failover Cluster Cluster Continuous Replication (CCR) Deployment Overview Microsoft supports the deployment of Exchange Mailbox Server on either a single server or high-availability/clustered environment, including: Local Continuous Replication (LCR) Single Copy Cluster (SCC) or Failover Cluster Cluster Continuous Replication (CCR) Deploying the Exchange Server APM in each of these environments is almost identical in the fact the Exchange Server APM is installed on the server(s) that host the Exchange Server mailbox databases. The following sections detail how the Exchange Server APM is deployed in each the available type of Exchange Mailbox Server deployments Standalone Deployment Supported Exchange Server Versions All Supported Exchange Server Editions All Supported Backup Methods ESE and VSS In a standalone deployment, there is a single Exchange Mailbox Server. The Exchange Server APM is installed on the server that is designated the Mailbox Server and performs all backups and restores to and from this server. In this type of deployment, no high-availability solution (such as LCR) has been deployed. While it is possible to install the NetVault: Backup Server on the Exchange Mailbox Server, BakBone recommends that these two entities exist on separate machines.

20 20 Chapter 3 Deployment Figure 3-1: Standalone Deployment diagram Important: Regardless of configuration environment in place (that is, separate NetVault: Backup Sever and Exchange Server, vs. a single machine configured as both), the Exchange Server APM must be installed on the host where Exchange Server mailbox databases reside. Example images and procedures throughout this guide assume that this two machine environment is in place and all configuration requirements have been met Local Continuous Replication (LCR) Supported Exchange Server Versions 2007 Only Supported Exchange Server Editions All Supported Backup Methods ESE (Active Copy Only), VSS (Active or Passive Copy) Local Continuous Replication (LCR) is a single Exchange Mailbox Server solution that uses built-in asynchronous log shipping technology to create and maintain a copy of a Storage Group on a second set of disks that are connected to the same server as the production Storage Group. LCR provides log shipping, log replay, and a quick manual switch to a secondary copy of the data. For more information, refer to Exchange 2007 Local Continuous Replication at: In an LCR deployment, the Exchange Server APM is installed on the single Exchange Mailbox Server.

21 NetVault: Backup 21 APM for Exchange Server User s Guide Figure 3-2: LCR Deployment diagram Single Copy Cluster (SCC) or Failover Cluster Supported Exchange Server Versions All Supported Exchange Server Editions Enterprise Only Supported Backup Methods ESE and VSS Exchange Server APM License Required Exchange Server APM Enterprise Edition Cluster Support Single Copy Cluster (SCC) or Failover Cluster is a clustered solution that uses a single copy of a Storage Group on storage that is shared between the nodes in the cluster. In an SCC deployment, the Exchange Server APM is aware of which node is the active node and will perform backups of the Active Copy of the Storage Groups. During the restore process, data is restored to the active node. For additional information, refer to Understanding Exchange Server 2003 Clustering at:

22 22 Chapter 3 Deployment Figure 3-3: SCC Deployment diagram For Exchange 2007 Single Copy Clusters, refer to: In an SCC deployment, the APM is installed on the Exchange Virtual Server, which is the group of nodes/hosts comprising the cluster and that are seen by the NetVault: Backup Server as a single client called a Virtual Client. When installing the APM on the Virtual Server, the APM is installed on all nodes via NetVault: Backup s Cluster Support. NetVault: Backup s Virtual Client is used to backup a single clustered resource, which in this example is the Exchange Virtual Server.

23 NetVault: Backup 23 APM for Exchange Server User s Guide Cluster Continuous Replication (CCR) Supported Exchange Server Versions 2007 Only Supported Exchange Server Editions Enterprise Only Supported Backup Methods ESE (Active Copy Only), VSS (Active or Passive Copy) Exchange Server APM License Required Exchange Server APM Enterprise Edition Cluster Support Cluster Continuous Replication (CCR) is a clustered solution that uses built-in asynchronous log shipping technology to create and maintain a copy of each Storage Group on a second server in a failover cluster. CCR is designed to be either a one or two data center solution, providing both high availability and site resilience. According to Microsoft, CCR uses the database failure recovery functionality in Exchange 2007 to enable the continuous and asynchronous updating of a second copy of a database with the changes that have been made to the active copy of the database. During installation of the passive node in a CCR environment, each Storage Group and its database is copied from the active node to the passive node. This operation is called seeding, and it provides a baseline of the database for replication. After the initial seeding is performed, log copying and replay are performed continuously. For more information, refer to: Exchange 2007 Cluster Continuous Replication at: In a CCR deployment, the APM is installed on the Exchange Virtual Server, which is the group of nodes/hosts comprising the cluster, and that are seen by the NetVault: Backup Server as a single client called a Virtual Client. When installing the Exchange Server APM on the Virtual Server, the APM is installed on all nodes via NetVault: Backup s Cluster Support. NetVault: Backup s Virtual Client is used to backup either the Active or Passive node the Exchange Virtual Server. The Exchange Server APM provides the ability to select the Exchange Mailbox Server active node or the passive node as the source for the backups. Utilizing the passive node for backups reduces load on the active node. During the restore process, restores are always targeted to the active node.

24 24 Chapter 3 Deployment Figure 3-4: CCR Deployment diagram

25 NetVault: Backup 25 APM for Exchange Server User s Guide Chapter 4: INSTALLATION Pre-Installation Requirements Disabling Circular Logging Enabling Services Configuring Localization Settings Enabling Deleted Item Recovery Installation Procedure for Standalone and LCR Deployments Installation Procedure for SCC/Failover Cluster and CCR Deployments Pre-Installation Requirements Installation Procedure Removing Exchange Server APM Pre-Installation Requirements Before installing the Exchange Server APM, ensure the following requirements are met on the machine that is to serve as the Exchange Server: Disabling Circular Logging If either an Incremental or Differential Backup type is to be created, ensure that Circular Logging is disabled. The Exchange Server will overwrite files if Circular Logging is enabled, making it impossible to reliably restore from the transaction logs. For more information on Backup Types see Backup Types on page 14. Follow these steps to disable Circular Logging: Disabling Circular Logging in Exchange 2000/ Open Exchange System Manager. 2. Expand Servers, and then expand an Exchange Server. 3. Right-click the desired Storage Group and select Properties. The Storage Group properties dialog box will appear. 4. Deselect the Enable circular logging check box, and then click OK to save the changes. 5. Close Exchange System Manager and restart the Microsoft Exchange Information Store service for the change to take effect.

26 26 Chapter 4 Installation Complete instructions for this procedure can be found in the relevant Microsoft Exchange 2000 and Exchange 2003 documentation. For more information, refer to Circular Logging is Disabled at: Disabling Circular Logging in Exchange Open Exchange Management Console. 2. Expand Server Configuration and expand the desired server. 3. Right-click the desired Storage Group and select Properties. The Storage Group properties dialog box will appear. 4. In the Properties dialog box, deselect the Enable circular logging check box. 5. Click OK to save the setting. 6. Close Exchange Management Console and restart the Microsoft Exchange Information Store service for the change to take effect. Complete instructions for this procedure can be found in the relevant Microsoft Exchange 2007 documentation. For more information, refer to How to Enable or Disable Circular Logging for a Storage Group at: Enabling Services Verify that the following Services are enabled and running Windows Control Panel > Administrative > Services for the Exchange Mailbox Servers: Microsoft Exchange Information Store Microsoft Exchange System Attendant Microsoft Exchange Replication Service (Required in LCR and CCR Environments) Required for VSS Backups Microsoft Software Shadow Copy Provider Volume Shadow Copy (Started automatically by Microsoft Software Shadow Copy Provider) The Exchange VSS Writer is disabled automatically in a Small Business Server installation. This VSS Writer must be enabled prior to performing VSS based backups, or they will fail. For more information, refer to How to turn on the Exchange writer for the Volume Shadow Copy service in Windows Small Business Server at:

27 4.1.3 Configuring Localization Settings Figure 4-1: Advanced tab of the Regional and Language Options window where the Windows Active Code Page is configured NetVault: Backup 27 APM for Exchange Server User s Guide The Exchange Server APM uses traditional Windows code page selection to enable localization, and is therefore subject to certain limitations. The Exchange Server APM must be used in an environment with correctly configured localizations settings to function properly. To ensure correct operation in a localized environment, all of the following conditions must be met: All Exchange Server entities (Storage Groups, Mailbox Stores, Public Folder Stores, and so on) must be named using the same language, with no intermixing of languages. The Windows Active Code Page must be set to exactly the same language as used in the Exchange Server. The language specified in the NetVault: Backup Configurator for both the NetVault: Backup Server and Client(s) must match the language set in the Windows Active Code Page. If used in a clustered environment, all nodes in the cluster must be configured to use the same language, also conforming to the previous rules. Follow the steps below to correctly configure the Windows Active Code Page: 1. Open the Windows Control Panel. 2. Select Regional and Language Options. 3. Select the Advanced tab. 4. Select the correct language in the drop-down menu under the text Select a language to match the language version of the non-unicode programs you want to use. If the correct language is not available in the list, it must be installed by following the Microsoft Windows administrative procedures for installing additional language support. Use the following steps to correctly configure a NVBU Server or NVBU Client in the NVBU Configurator:

28 28 Chapter 4 Installation Figure 4-2: General tab of the NetVault Configurator with the Language Selection drop-down menu selected 1. Open the NetVault Configurator. 2. Select the General tab. 3. Scroll to the bottom of the General tab and locate the Language Selection field. 4. Access the drop-down menu and select the desired language. 5. Select the OK button to save the changes. Important: When non-english languages are used in an environment that is not correctly configured, backup and restore operations may not function as expected. The demonstrated behavior may include, but is not limited to: Failure to backup selected items. Backing up or restoring items that were not selected (for example, you select the first Storage Group, but second Storage Group is affected). Failure to backup or restore altogether, often with the indication that no matching items were found Enabling Deleted Item Recovery BakBone recommends that the Deleted Item Recovery functionality be enabled in Exchange to reduce the need to perform recovery for individual messages or mailboxes. This feature enables the recovery of recently deleted items by saving messages for a predetermined number of days. Follow these steps to enable Deleted Item Recovery: Enabling Deleted Item Recovery 1. Open the Exchange Management Console or Exchange System Manager. 2. In the console tree, expand Microsoft Exchange, expand Server Configuration, and then select Mailbox Store. 3. Right-click the database and select Properties. 4. Select the Limits tab. 5. In the Deletion settings area, enter the number of days to retain deleted items in the Keep deleted item for (days) field. 6. Click OK to save the changes. 7. To recover deleted items on the client, select the Deleted Items folder, and on the Tools menu, select Recover Deleted Items, and select the items from the list presented. Select Recover selected items to have the items restored to your Deleted Items folder. Complete instructions for both of these procedures can be found in the relevant Microsoft Exchange documentation. For additional information, refer to XCLN:

29 NetVault: Backup 29 APM for Exchange Server User s Guide Understanding Deleted Item Recovery and Exchange 2007: How to Recover a Deleted Item at: Installation Procedure for Standalone and LCR Deployments Figure 4-3: Clients pop-up menu with Install Software selected Use the following steps to successfully install the Exchange Server APM. 1. From the machine acting as the NetVault: Backup Server, launch the NVBU Console and access the Client Management window by clicking either of the Client Management buttons on the command toolbar (or select the Client Management command from the Administration pull-down menu). 2. Locate the machine configured as the Exchange Server in the Clients frame and right-click it. Select the Install Software command from the pop-up menu. 3. In the additional window that appears, navigate to the location of the.npk installation file for the Exchange Server APM (for example, the NetVault: Backup APM Installation CD or the directory to which the file was downloaded from BakBone Software s web site). Based on the operating system in use, the directory path for this software may vary on the installation CD. 4. Select the file entitled exs-xxxx.npk (where xxxx represents various software platforms and version numbers) and click the Open button.

30 30 Chapter 4 Installation 5. The installation process will occur automatically, and after it has completed, a successful installation message will appear in the Install Software dialog box. The Exchange Server APM is now successfully installed. Installation and removal of the Exchange Server APM can also be performed via the NetVault Configurator. For more information, refer to the Packages Tab section in the NetVault: Backup Configurator Guide Installation Procedure for SCC/Failover Cluster and CCR Deployments Pre-Installation Requirements The following prerequisites must be met before it is possible to install the Exchange Server APM in a SCC/ Failover Cluster or CCR deployment: Microsoft Exchange SCC or CCR Environment in Place You must have a properly configured SCC or CCR environment. SCC and CCR are only supported with Exchange Server Enterprise Edition. Separate NetVault: Backup Server Machine The machine that is to serve as the NetVault: Backup Server must be properly configured and it must exist outside the Exchange Server SCC or CCR deployment, but have network connectivity to the nodes/hosts within the cluster. NetVault: Backup s Encryption Plugin Must Be Disabled for NVBU v8.2.2 and Earlier NetVault: Backup Encryption Plugin distributed with NVBU v8.2.2 and earlier is not supported in an Exchange Server SCC/Failover Cluster or CCR environment and must be disabled. Refer to NetVault: Backup Administrator s Guide for details on disabling this functionality. Review Using NetVault: Backup in Cluster Setup Details BakBone strongly recommends that the Using NetVault: Backup in Cluster Setup chapter of the NetVault: Backup Administrators Guide be thoroughly reviewed to obtain a better understanding of how the information presented in the following sections work in conjunction with Exchange Server SCC and CCR functionality Installation Procedure Installation of the Exchange Server APM for a clustered environment is different than the installation of the APM in a standalone deployment. This process is completed through the creation of a Virtual Client on the NetVault: Backup Server. A Virtual Client is a group of nodes/hosts within the cluster that are seen by the NetVault: Backup Server as a single client that is created to backup a single clustered resource, that is, an Exchange Server Virtual Server. During the Virtual Client creation process, the Exchange Server APM is transferred from the

31 NetVault: Backup 31 APM for Exchange Server User s Guide NetVault: Backup Server to selected nodes within a cluster and installed on each of the selected nodes a Creating a Virtual Client The Virtual Client creation process is not APM specific and complete details can be found in the Using NetVault: Backup in Cluster Setup chapter of the NetVault: Backup Administrators Guide. However, a couple of points should be taken into consideration during the Virtual Client creation process: Only Include Relevant Cluster Nodes in the Virtual Client The hosts that are to be included in the creation of a Virtual Client should only be those nodes or Exchange Mailbox Servers which comprise the SCC or CCR deployment. During the creation of the Virtual Client, you can specify either the IP address of the Exchange virtual cluster or the name of the Exchange virtual cluster. After the creation of the Virtual Client, the APM is transferred to all designated cluster nodes and installed locally. The installed Exchange Server APM can be used via the Virtual Client to backup/restore the SCC or CCR deployment. Figure 4-4: Virtual Client Installation Window with relevant Cluster nodes selected Assign a Name to the Virtual Client BakBone highly recommends that the Virtual Server network name assigned to the Exchange Server be used as the NetVault: Backup Virtual Client name. When a Virtual Client is browsed, NetVault: Backup will locate the node currently in control of the clustered application, and reveal the Exchange Server Instance (for example, in the Selections tab of the Backup window). With a Virtual Client name set up as the Exchange Server Virtual Server network name, it will be easy to recognize the Exchange Server Instance for which the Virtual Client was created.

32 32 Chapter 4 Installation Figure 4-5: NetVault: Backup with Selections tab revealing Exchange Server Virtual Server Removing Exchange Server APM Figure 4-6: Remove Software Window Use the steps that follow to remove this APM in a Standalone deployment: 1. In the Client Management window, locate the machine in the Clients frame housing the Exchange Server APM (that is, the one configured as the Exchange Server). 2. Right-click this machine and select the Remove Software command from the pop-up menu. The Remove Software window will be displayed. 3. In the list of installed plugins that is displayed, locate the Exchange Server Application Plugin Module item and select it 4. Click the Remove button to begin the software removal process. 5. A dialog box will appear asking for confirmation of the remove command. Click OK to proceed (or Cancel to abort). Clicking OK will remove the software and a confirmation message will be displayed. Click OK to close this dialog box and return to the Client Management window.

33 NetVault: Backup 33 APM for Exchange Server User s Guide Refer to the Removing Virtual Client section in the NetVault: Backup Administrator s Guide for details on removing the Exchange Server APM in an SCC or CCR deployment. Refer to the chapter Deployment on page 19 for details on each type of configuration.

34 34 Chapter 4 Installation

35 NetVault: Backup 35 APM for Exchange Server User s Guide Chapter 5: CONFIGURATION Configuring Exchange Server APM Required Windows User Account Permissions Configuration Process Specifying Default Configuration (Optional) About Window Configuring Exchange Server APM Before initiating a backup, you must configure the Exchange Server APM Authentication Details and select the Backup Method Required Windows User Account Permissions The Exchange Server APM uses Windows Authentication to provide essential security and access control for sensitive data contained in an Exchange Server's databases. Windows Authentication allows you to log on to a specified Windows user account. This Windows user account can be configured to restrict a user s privileges so that only backups may be performed, or can allow both backups and restores to be performed, depending on what permissions are allocated to the account a Required Windows User Account Permissions For a user to perform a backup of Exchange, the Windows user account used must: Be a valid domain or local account. Be a member of the Power Users Group. Be a member of the domain s Backup Operator s Group (for Domain accounts). Be a member of the Backup Operator s Group on the machine that Exchange is running on. To perform a restore of Exchange, the Windows user account must: Be a valid domain or local account. Be a member of the Power Users Group. Be a member of the domain s Backup Operator s Group (for Domain accounts).

36 36 Chapter 5 Configuration Be a member of the Backup Operator s Group on the machine that Exchange is running on. Be a member of the Administrators Group on the machine that Exchange is running on. The Domain Administrator account will have all the permissions necessary to perform backup and restore procedures in the Exchange Server APM by default. Note: The NetVault Process Manager Service Log on as: account must be a Local System or an Exchange Administrator Account Configuration Process Figure 5-1: Exchange Server pop-up menu with Configure selected 1. From the NVBU Console running on the NetVault: Backup Server, open the Backup window (via either of the buttons offered on the command toolbars, or by using the Backup command in the Operations pull-down menu). A list of NetVault: Backup Clients will be displayed in the Selections tab. 2. Locate the Client configured as the Exchange Server, and open it to display a list of APMs/plugins installed on the machine. 3. To open any node in the Selections tab, you can do either of the following: Double-click the node, or Right-click the node and Select the Open command from the pop-up menu 4. Next, locate the Exchange Server APM node in the list. 5. Right-click and select the Configure command from the pop-up menu. The Exchange Server Configuration window is displayed. The Server Name field displays the machine name of the Exchange Server. This field cannot be edited. 6. Select Server Role from the drop-down menu: Standalone Server Local Continuous Replication (LCR) Single Copy Cluster (SCC) Cluster Continuous Replication (CCR)

37 NetVault: Backup 37 APM for Exchange Server User s Guide Figure 5-2: Exchange Server 2007 Configuration window 7. From within the Backup Method frame, select the default Backup Method to be used for this Exchange Mailbox Server. The Exchange Server APM supports the following types of backup methods: Extensible Storage Engine (ESE) Volume Shadow Copy Service (VSS) The Backup Method will default to the Backup Method selected in the Exchange Server APM Configuration Window. The Exchange Server APM supports implementing an ESE or a pure VSS backup strategy; that is, your backup strategy should include either ESE backups or VSS backups, not a combination of the two. Refer to the chapter Strategy on page 11 for more details on selecting the backup method for your Exchange Server backup strategy. 8. Edit the following fields in the Exchange Authentication Details frame: Exchange Administrator User Name Enter either a local or domain Windows account that meets the criteria specified in Required Windows User Account Permissions on page 35. Password Enter the password associated with the user name specified in the Exchange Administrator User Name field. For security reasons, this field will appear blank by default.

38 38 Chapter 5 Configuration Windows Domain If a domain account is specified in the Exchange Administrator User Name field, enter the name of the domain. The field can be left blank if a local system account is specified. 9. From the Advanced Options frame, select the default action for Incomplete Backup of ALL Items Selected. When multiple items are included in a backup, and the APM is unable to successfully backup all the items selected, the Exchange Server APM lets you specify what action the backup should take. For example, if a job includes multiple Storage Groups selected and the backup of all but one of the Storage Groups selected is successful, then you specify what action the backup job should take in this situation. The default action for all Exchange Server APM Backup jobs can be set by selecting one of the following four settings from the drop-list. The default action selected can be overridden at the individual backup job level. Complete with Warnings - Saveset Retained This backup job status is set to Backup Completed with Warnings. The backup of the items which were successfully completed is retained as a saveset. Complete without Warnings - Saveset Retained This backup job status is set to Backup Completed. The backup of the items which were successfully completed is retained as a saveset. Fail - Saveset Retained - This backup job status is set to Backup Failed. The backup of the items which were successfully completed is retained as a saveset. Fail - No Saveset Retained - This backup job status is set to Backup Failed. The backup of the items which were successfully completed is not retained as a saveset. 10.Click OK to complete the configuration. With the authentication details properly configured, you can click the Exchange Server node to display the available Storage Groups.

39 NetVault: Backup 39 APM for Exchange Server User s Guide Specifying Default Configuration (Optional) Figure 5-3: Exchange Server APM default configuration options in NVBU Configurator The Exchange Server APM provides the ability to set default options for backup and restore jobs. These options can be overwritten on a per job basis. The default options can be set via the NetVault: Backup Configurator. The steps to set these default options are outlined below: 1. Open the NVBU Configurator. 2. The Configurator window will appear. Click the Plugin Options tab. 3. Click the Exchange Server APM tab, where the following options will be displayed: Exchange Administrator User Name Specify either a local or domain Windows account to set as the default account. When the Exchange Server Configuration window is opened, this account will appear by default in the Exchange Administrator User Name field. Windows Domain If a domain Windows account is specified in the Exchange Administrator User Name field, enter the name of the domain. When the Exchange Server Configuration window is opened, this domain will appear by default in the Windows Domain field. This field can be left blank if a local system account is specified. 4. Click the OK button to apply the settings, and close the Configurator window. The details specified in the Configurator are used during the backup to populate the fields in the Plugin Configuration window. You can change these values in the Plugin Configuration window. When the Security tabof the Restore Options frame is accessed, you will see the values specified in the Plugin Configuration window.

40 40 Chapter 5 Configuration About Window Figure 5-4: Exchange Server APM About window The About window shows you the software version. You can access this window from the Backup Selections tab by using the following steps: 1. Launch the NVBU Console on the NetVault: Backup Server and access the Backup window (via either of the buttons offered on the command toolbars, or by using the Backup command in the Operations pull-down menu). A list of machines successfully added as NetVault: Backup Clients will be displayed in the Selections tab. 2. Locate the NVBU Client configured as the Exchange Server, and open it to display a list of APMs/plugins installed on the machine. 3. Locate the Exchange Server APM in the list and right-click it. 4. Select About from the pop-up menu. 5. To close this window, click OK.

41 NetVault: Backup 41 APM for Exchange Server User s Guide Chapter 6: BACKUP Performing Backups with Exchange Server Selecting Data for a Backup Setting Backup Options Finalizing and Submitting the Job Performing Backups with Exchange Server A backup using Exchange Server APM in Exchange Server can be divided into the following phases: Selecting Data for a Backup Setting Backup Options Finalizing and Submitting the Job Selecting Data for a Backup 1. Launch the NVBU Console on the NetVault: Backup Server and access the Backup window via either of the buttons offered on the command toolbars, or by using the Backup command in the Operations pull-down menu. A list of machines successfully added as NetVault: Backup Clients will be displayed in the Selections tab. 2. Locate the NVBU Client configured as the Exchange Server, and open it to display a list of APMs/plugins installed on the machine. 3. To open any node in the Selections tab, you can do either of the following: Double-click the node. Right-click the node, and select the Open command from the pop-up menu.

42 42 Chapter 6 Backup Figure 6-1: Exchange Server APM is opened to display items available for inclusion in a backup job 4. Next, locate the Exchange Server APM node in the list and drill down to the name of the Exchange Server or Exchange Virtual Server and its available Information Stores. 5. Expand the desired Microsoft Information Store to display all of the Storage Groups contained within. It is also possible to open an individual group to display all of the databases contained within that group. 6. Select data as desired for backup by clicking the box to the left of that item (that is, to mark it with a green check). It is possible to select groups as follows: Entire Exchange Server Entire Microsoft Information Store Individual Storage Groups Sets of Storage Groups Individual Databases Groups of Databases Selecting the Microsoft Exchange Server node is equivalent to selecting the Exchange Server or Virtual Server Node, in that the entire Exchange Server will be backed up. However, selecting the Microsoft Exchange Server node will enable creating a selection set that can be used across multiple Exchange Server APMs. Important: 1. Backing up individual databases may affect the behavior of log truncation for all databases in the Storage Group. This may result in excess log files in the backup, premature truncation of log files, or deferred truncation of log files depending on the conditions in your environment and the Exchange Server version (including patches) in use. 2. If an individual database is selected for a VSS based backup, the entire Storage Group will be backed up because VSS backups are performed only at the Storage Group level.

43 NetVault: Backup 43 APM for Exchange Server User s Guide a Using Selection Sets A Selection Set allows you to save the frequently selected data items in a composite set, which can be easily accessed for future backup jobs. This eliminates the need to manually select these items each time a backup is required. Moreover, BakBone highly recommends Selection Sets for Differential and Incremental Backups. If your backup strategy includes these backup types, you should create a Selection Set when making a Full Backup, and use this Selection Set for the Full Backup as well as the Differential and/or Incremental Backups. The backup job will complete with warnings if a Selection Set is not used for Differential and Incremental Backups. Because the Exchange Server APM uses Selection Sets to ensure Incremental Backups are restored in order, failing to use selection sets will prevent the APM from being able to perform this validation. Creating a Selection Set To create a Selection Set, do the following: 1. With the desired items selected, click the Save As button in the Backup Selection Set frame at the bottom of the Selections window. 2. In the Save Backup Selection Set window that appears, enter a unique name for the Selection Set. 3. Click OK. Loading a Selection Set To use a Selection Set, follow the steps below: 1. Click the Load button in the Backup Selection Set frame at the bottom of the Selections window. 2. In the Load Backup Selection Set window that appears, select the required set. 3. Click OK. Selection Sets are not unique to the Exchange Server APM. For details on their creation and use, refer to the NetVault: Backup Administrator s Guide Setting Backup Options The next phase in the backup procedure involves the following tasks: Selecting Backup Method Specifying Backup Type Setting Advanced Options Specifying VSS Backup Options

44 44 Chapter 6 Backup Figure 6-2: Options available in the Backup Options tab for Exchange Server a b Selecting Backup Method The Exchange Server APM supports the following types of backup methods: Extensible Storage Engine (ESE) Volume Shadow Copy Service (VSS) The Backup Method will default to the Default Backup Method selected in the Exchange Server APM Configuration window. The Exchange Server APM supports implementing an ESE or a pure VSS backup strategy; that is, your backup strategy should include either ESE backups or VSS backups, not a combination of the two. Refer to the chapter Strategy on page 11 for more details on selecting the backup method for your Exchange Server backup strategy. Specifying Backup Type The Exchange Server APM provides the following types of backups for use with Exchange Server. Refer to the section Backup Types on page 14 for more information on each supported backup type. Full A Full Backup performs a complete backup of the set of items that have been selected. A Full Backup does not depend on any other backup and can be restored in a single step. A Full Backup includes all files and performs transaction log file truncation. Copy A Copy Backup backs up the set of items that have been selected without performing a transaction log file truncation. This provides a snapshot

45 NetVault: Backup 45 APM for Exchange Server User s Guide of the files as they existed at the time of the backup. A Copy Backup should be used to perform a fast, non-intrusive complete backup of an Exchange Server and is commonly used for offline scaling and migration scenarios. Incremental Incremental Backups perform backups of the transaction log files of the set of items that have been selected since the most recent Full Backup or Incremental Backup. After the backup is complete, the transaction logs will be truncated. This helps maintain the operating health of the Exchange Server. Differential A Differential Backup performs backups of the transaction log files of the set of items that have been selected since the most recent Full Backup or Incremental Backup. Differential Backups do not perform transaction log truncation, and therefore do not maintain the operating health of the Exchange Server c Setting Advanced Options The Exchange Server APM allows you to set certain additional options for the backup job, such as specifying the number of parallel streams to be used in a backup and whether to mount any unmounted databases before attempting to backup the database. You can set these options from the Advanced Options frame. This frame contains the following options: Maximum Number of Parallel Streams To enable the fastest backups possible, the Exchange Server APM uses parallel streams to backup the Storage Groups simultaneously. This option allows you to specify the maximum number of parallel streams to use during a backup. The maximum number of parallel streams must meet both of the following conditions: Less than or equal (<=) to the number of drives for the backup devices specified in the Target window. Less than Maximum number of Storage Groups that can be created. The following table details the maximum number of Storage Groups allowed by each Exchange Server version/edition: Exchange Server Method Exchange Server 2000/2003 Exchange Server 2007 Server Edition Maximum Number of Storage Groups Standard 1 Enterprise 4 Standard 5 Enterprise 50 For example, if you are targeting a Virtual Tape Library configured with 2 drives and you have 20 Storage Groups, the Maximum Number of Parallel Streams should be 2 or less.

46 46 Chapter 6 Backup Mount Unmounted Databases Before Backup This option will mount any unmounted databases before attempting to backup the database. Incomplete Backup of ALL Items Selected When multiple items are included in a backup, and the APM is unable to successfully backup all the items selected, the Exchange Server APM lets you specify what action the backup should take. For example, if a job includes multiple Storage Groups selected and the backup of all but one of the Storage Groups selected is successful, then you specify what action the backup job should take in this situation. The action for the backup job can be set by selecting one of the following four settings from the drop-list. Complete with Warnings - Saveset Retained This backup job status is set to Backup Completed with Warnings. The backup of the items which were successfully completed is retained as a saveset. Complete without Warnings - Saveset Retained This backup job status is set to Backup Completed. The backup of the items which were successfully completed is retained as a saveset. Fail - Saveset Retained - This backup job status is set to Backup Failed. The backup of the items which were successfully completed is retained as a saveset. Fail - No Saveset Retained - This backup job status is set to Backup Failed. The backup of the items which were successfully completed is not retained as a saveset d Setting VSS Backup Options When performing VSS based backups in an LCR or CCR environment, the Exchange Server APM is able to perform backups on either the active copy or passive copy of the Exchange Server data. By enabling backups of the passive copy, the load on the active node is reduced. This frame contains the following options: Active Copy Select this option to backup the active copy of all Storage Groups. This is the default option for Standalone deployments, and the only option available for SCC/Failover Cluster deployments or deployments that have Standby Continuous Replication (SCR) enabled for any of the Storage Groups. Passive Copy Select this option to backup the passive copy of all Storage Groups. While available for both CCR and LCR deployments, this option is the default option for CCR deployments and has the following restrictions: If selecting this option for LCR deployments, backups will be performed only for Storage Groups that have LCR enabled. Storage Groups that do not have LCR enabled will not be backed up. If Standby Continuous Replication (SCR) is enabled for any of the Storage Groups (even in a CCR and LCR deployment), selecting this option will

47 NetVault: Backup 47 APM for Exchange Server User s Guide cause the backups to fail because backups cannot be performed from the passive copy. When performing backups of passive data, it is important to ensure that the passive copies in CCR and LCR environments have a state of Healthy in the Exchange Management Console. If the passive copy has a status of Failed, the backup will fail. The Failed passive copy can be returned to a Healthy state by deleting it and updating it with the Update- StorageGroupCopy command. For more information on the Update- StorageGroupCopy command refer to: Mixed (Available only for LCR deployments) Selecting this option will backup the passive copies of all Storage Groups along with active copy Storage Groups that are not LCR enabled. This is the default and the recommended option for LCR deployments that do not have Standby Continuous Replication (SCR) enabled, and has the following restriction: If SCR is enabled for any of the Storage Groups, selecting this option will cause the backups to fail. The Active Copy option should be selected for environments where LCR and SCR are simultaneously deployed Finalizing and Submitting the Job With the desired data items selected and the necessary Backup Options set, follow the steps below to finalize the backup job and submit it: 1. Set the additional options that are available in the Schedule, Target, and Advanced Options, as required. These options are not unique to the Exchange Server APM. For information on these tabs and the options within, refer to the NetVault: Backup Administrator s Guide. 2. Enter a suitable name for the job in the Job Title field. Specify a detailed name that allows you to easily identify the job for monitoring its progress or restoring data. 3. Click the Submit button. 4. You can monitor the backup job progress and log entries via the Job Management, Status, and Logs windows. For details on accessing these windows and their use, refer to the NetVault: Backup Administrator s Guide. Important: Restarting services that host Exchange VSS Writers, including the Microsoft Exchange Information Store, Microsoft Exchange Replication Service, complete OS reboots, and cluster failovers will cause running backup jobs to fail due to a loss of in-memory 'backup-in-progress' state that Microsoft maintains for VSS backups.

48 48 Chapter 6 Backup

49 NetVault: Backup 49 APM for Exchange Server User s Guide Chapter 7: RESTORE Restoring Data with the Exchange Server APM Understanding Exchange Server Restore Process Restore Methods Available Phases of a Restore Restoring Backups in Exchange Server Preparing Exchange Server for Recovery Selecting Data for Restore Setting Restore Options Finalizing and Submitting Restore Job Performing Post Restore Steps for CCR Environments Performing Post Restore Steps and SCR Environments Example Restore Sequences Advanced Restore Procedures Renaming Storage Groups Moving Databases to Alternate Storage Group Restoring Data to Recovery Storage Group Disaster Recovery of Exchange Server Recovering to Alternate Exchange Server Restoring Data with the Exchange Server APM This chapter offers basic instructions on the use of the Exchange Server APM to restore and recover Exchange Server databases. The information in this chapter is organized into the following sections: Understanding Exchange Server Restore Process Restoring Backups in Exchange Server Other Restore Procedures Understanding Exchange Server Restore Process When preparing to restore an existing backup, several key concepts are useful to understand. This section will explore these concepts in the following sections:

50 50 Chapter 7 Restore Restore Methods Available Phases of a Restore Restore Methods Available The Restore Method is the technology that is selected to perform the restore. The Exchange Server APM supports two different Restore Methods, each with its own specific purpose a b c Extensible Storage Engine Restore Method The Extensible Storage Engine (ESE) is the native technology used to perform restore and recovery operations for the Microsoft Exchange Server. ESE is provided from Microsoft as a standard Exchange Server component. When using the ESE Restore Method, all databases being restored must first be dismounted using a Microsoft-approved approach or by selecting the Dismount Databases Before Restore option in the Restore and Recovery Options tab of the Restore Options frame. Failing to dismount the database prior to performing the restore will result in either a Restore Failure or a Restore Completed with Warnings job status. Volume Shadow Copy Service (VSS) During a VSS based restore, the Exchange Server APM instructs the Exchange Store Writer to coordinate with the Exchange Information Store (on behalf of the Exchange Server APM) to prepare the system for the restore, verify the restore targets, put the data back from the backup device and then replay the transaction logs as needed. Copy Files Restore Method Exchange Server APM provides the ability to restore the raw files from storage to a specific target directory. This provides greater freedom in restoring database files, particularly when restoring file for non-traditional purposes, such as data mining or compliance auditing. The Copy Files Restore Method does not require databases to be dismounted from the Exchange Server. Database Recovery, however, is not supported when using this restore method. Note: The Copy File Restore Method is required when creating a Ontrack PowerControls Staging Area or Target Directory in order to perform individual mailbox and mailbox item recovery. For more information refer to the NetVault: Backup APM for Exchange Server PowerControls Implementation Guide.

51 7.2.2 Phases of a Restore NetVault: Backup 51 APM for Exchange Server User s Guide Each Exchange Server restore scenario has two distinct phases: the Restore Phase and the Recovery Phase a b Restore Phase The Restore Phase is used to transfer all the files included in a backup from storage to the local disk. This can be done using either of the Restore Methods defined in Restore Methods Available on page 50. When performing restore sequences that include Incremental or Differential Backups, the Restore Phase will be performed for each backup that is restored. Ensure that adequate disk space is available on the volume(s) where the databases are stored during a restore. If disk space is exhausted during the Restore Phase, the restore job will fail. Recovery Phase In the Recovery Phase, changes that were logged in the transaction log files are reapplied to the corresponding databases to bring the Exchange Server forward in time. This phase is only available when using the ESE or VSS Restore Method. When restoring sequences of backups as in the case of Incremental or Differential Backups the Recovery Phase will be performed one time as the final step in the restore sequence. Recovery is only performed once, regardless of the number of backups included in the restore sequence.

52 52 Chapter 7 Restore Restoring Backups in Exchange Server A standard restore with the Exchange Server APM in Exchange Server can be divided into five phases: Phase 1: Preparing the Exchange Server for Recovery Phase 2: Selecting Data for a Restore Phase 3: Setting Restore Options Phase 4: Finalizing and Submitting the Job Phase 5: Performing Post-Restore Steps This section outlines the various steps to be performed in these five phases to complete data restoration successfully Preparing Exchange Server for Recovery a Setting Overwrite Permissions Before submitting a restore, each Mailbox Database must have an option set allowing for its data to be overwritten during a restore. Setting Overwrite Permissions can be performed automatically with the Exchange Server APM's Set 'This Database Can Be Overwritten by a Restore' for Databases Restore option or it can be set manually by performing the steps below: Important: The option This Database can be Overwritten by a Restore automatically reverts to deselected as a restore job completes (thereby protecting the database). If it is necessary in the future to perform further restores for an Information Store or Mailbox Database, this property must be set every time a restore is performed. Setting Overwrite Permissions in Exchange 2000/2003 Figure 7-1: Information Store Properties window with the Database tab active and the This Database can be Overwritten by a Restore option selected 1. Launch the Exchange System Manager on the target machine and navigate to the desired Storage Group. Open it to reveal the individual Information Stores contained within. 2. Right-click a store and select Properties from the pop-up menu. 3. From the Information Store Properties window, select the

53 NetVault: Backup 53 APM for Exchange Server User s Guide Figure 7-2: Pop-up menu that appears when you right-click a selected Storage Group database Figure 7-3: Database Properties with the This Database can be Overwritten by a Restore option selected Database tab and select the This Database can be Overwritten by a Restore option. 4. Click OK to close this window and confirm the selection. 5. Repeat Step 2 through Step 4 until this option has been activated for all Information Stores in the target Storage Group. Setting Overwrite Permissions in Exchange Launch the Exchange Management Console on the target machine and navigate to the desired Storage Group. Open it to reveal the individual database contained within. 2. Right-click a Mailbox Database and select Properties from the popup menu. 3. From the Database Properties window, in the General tab select the This Database can be Overwritten by a Restore option. 4. Click OK to close this window and confirm the selection. 5. Repeat Step 2 through Step 4 until this option has been activated for all mailbox databases in the target Storage Group.

54 54 Chapter 7 Restore Selecting Data for Restore Figure 7-4: Selections tab of the Restore window With the restore preparations completed and a proper restore strategy in mind, follow the steps below to select data for the restore: 1. From the NetVault: Backup Console, launch the Restore window by clicking either of the Restore buttons available on the command toolbars (or by choosing the Restore command from the Operations pull-down menu). You will see a list of NetVault: Backup Clients that have been the target of successful backup jobs in the Selections tab. 2. Locate the Client configured as the Exchange Server, and open it to display a list of the APMs/plugins which have been used to backup data. 3. To open any node in the Restore Selections tab, you can do either of the following: Double-click the Node Right-click the Node and Select the Open Command from the Pop-up Menu 4. Locate the Exchange Server APM in the list and open it to display the backup savesets created with the APM. Each saveset will be labeled with it s given Job Title followed by its backup type and the time that the backup was performed. The backup type identifiers are outlined in the table below:

55 NetVault: Backup 55 APM for Exchange Server User s Guide Backup Method Backup Type Backup Type Identifier Extensible Storage Engine Volume Shadow Copy Service Full Copy Incremental Differential Full Copy Incremental Differential ESE FULL ESE COPY ESE INCREMENTAL ESE DIFFERENTIAL VSS FULL VSS COPY VSS INCREMENTAL VSS DIFFERENTIAL 5. Open the desired backup saveset to display the individual Exchange Server Storage Groups that were the target of the backup. From this level, doubleclick a node to open it (the right-click + Open method is not available). 6. Each Storage Group can be opened to reveal the individual databases that were included in the backup. Select the data for restore by clicking in its associated check box. NetVault: Backup makes it possible to select from the following items for inclusion in a restore job: Entire Information Store Individual Storage Groups Sets of Storage Groups Individual Databases Sets of Databases a Additional Functionality Available in the Restore Selections Tab In addition to direct data selection, the Selections tab offers a variety of other functionality that can be used to perform tasks from locating specific data to managing entries in the NetVault: Backup Database. This functionality is not unique to the Exchange Server APM (it is available for use with all NetVault: Backup APMs/Plugins), and descriptions on their use can be found in the NetVault: Backup Administrator s Guide. The points below offer a brief description of this functionality. Selection Method Pull-down Menu This menu allows you to select a method for the organization of data items displayed in the Selections tab, based on three basic selections: APM/Plugin Used in the Backup (Default) Backup Selection Set Used Job Title

56 56 Chapter 7 Restore Filter Options Frame Filter Options can be set to customize how data is displayed in the Restore Selections window. The following options are available: By Date Range To list the savesets generated during a given period, select this option and set the dates in the fields provided. Show On-line Status Select this option to list only the currently available media. Search Functionality At various levels of the selection tree, you can access the Search command by right-clicking a node. This allows you to search for specific data items based on an item s name. Media List This command provides information pertaining to the media used for this backup saveset. Index Compression Functionality (Compress/Uncompress Commands) Each job generates an index entry in the NetVault: Backup Database (NVDB), and this entry is required by NetVault: Backup to restore the job. However, as job numbers increase, so do the number of index entries, and as an end result, the NVDB will continue to grow and occupy increasing amounts of hard disk space. This functionality allows you to compress these entries and reduce the overall size of the NVDB. In turn, these entries can be decompressed as required to allow for a restore Setting Restore Options a Setting Restore and Recovery Options With the desired data items selected for a restore, click the Restore and Recovery Options tab of the Restore Options frame. This tab contains options that can be set in conjunction with items selected for a restore in the Selections tab.

57 NetVault: Backup 57 APM for Exchange Server User s Guide Figure 7-5: Restore Options tab with ESE options displayed The following options will be available: Backup Type The type of backup that was performed based on the saveset chosen for a restore in the Selections tab is displayed next to the Exchange Restore Option tab title. The Restore Method Frame This frame contains two options that allow you to select the restore method of Exchange Server APM. Extensible Storage Engine (ESE) Select this option to perform the restore of selected data using the Extensible Storage Engine method which allows for the recovery of Full, Differential, and Incremental Backup types. For more information refer to Extensible Storage Engine Restore Method on page 50. Copy Files to Target Directory Only Select this option if you want to restore the raw files from storage to a specific target directory. Note that when choosing this method, database recovery is not available. When restoring using the Copy Files to Target Directory Only method, databases do not need to be dismounted from the Exchange Server prior to the start of the restore job.

58 58 Chapter 7 Restore Figure 7-6: Restore Options tab with VSS options displayed Volume Shadow Copy Service (VSS) (Available Only for VSS Based Backups) Select this option to perform the restore of selected data using the Volume Shadow Copy Service (VSS) method which allows for the recovery of Full, Differential, and Incremental Backup types. For more information refer to the section Volume Shadow Copy Service (VSS) on page 12. Restore Options Frame This frame contains the following options: Restore Files from Backup (Selected by Default) This option is selected by default to restore the files selected in a backup set. In the event that the Perform Recovery (Enable Only on Last Step in Restore Sequence) option was not selected for the last restore job in a restore sequence, an additional restore job should be run. This restore job should have the same backup saveset selected, the Restore Files From Backup option deselected, and the Perform Recovery (Enable Only on Last Step in Restore Sequence) option selected. With these options set, NetVault: Backup will perform the recovery without re-transferring the data from the backup media to the Exchange Server. Temporary Directory for Restored Log Files (ESE Based Backups Only) Transaction log and patch files will be stored in a temporary location during the restore and recovery process. Specify the temporary directory for this restore job in this field. Important: Ensure that the Temporary Directory for Restored Log Files is empty. Failing to ensure that the temporary directory is empty may cause restore jobs to fail with 'Restore Environment Information Corrupted' errors. Maximum Number of Parallel Streams This option allows you to specify the maximum number of parallel restore streams that will be used during the restore. The Maximum Number of Parallel Streams should be equal to or less than the Maximum Number of Parallel Streams specified in the Backup job. Dismount Databases Before Restore (Not Recommended for Restores o Recovery Storage Groups) Select this option to automatically dismount the databases that have been selected for restore before actually performing the restore. All databases in selected Storage Groups will be dismounted when restoring VSS based backups.

59 NetVault: Backup 59 APM for Exchange Server User s Guide Additionally, Databases in Recovery Storage Groups (RSG) will not be dismounted when this option is selected. Set This database can be overwritten by a restore Flag for Databases (Not required for ESE Restores to Original Databases) This option allows you to automatically restore all databases involved in the restore operation. Thus, you do not need to use the Exchange Management Console, Exchange System Manager, or Exchange Management Shell for this operation. Important: Set 'This database can be overwritten by a restore' has the following limitations. 1. When a Recovery Storage Group is configured for a database, the overwrite permission will NOT be set for the databases in the Recovery Storage Group. The BakBone recommends you do NOT select this option if the restore location is redirected to a Recovery Storage Group. 2. When the restore job has multiple databases in multiple Storage Groups, the overwrite permission will be set for all of the databases. 3. When you rename a Storage Group, the overwrite permissions will be set for all of the databases in the target Storage Group. 4. When you rename databases, the overwrite permissions will be set for the target databases. Suspend Storage Group Replication Before Restore (Available for Exchange 2007 only) Select this option to automatically suspend replication to all of the Storage Groups that have replication enabled for LCR and CCR. Update Storage Group Replication After Recovery (Deletes Existing Files and Resumes Replication) (Available for Exchange 2007 LCR Environments Only) Select this option to automatically update the replication data for LCR. After the existing replicated database files have been deleted, the replication will be updated by copying the new database and log files. This will delete the existing replicated database and log files. Once the restore job has been completed with this option, the status in the Exchange Management Console should be Healthy.

60 60 Chapter 7 Restore Note: After the Update Storage Group Replication After Recovery has been completed successfully, the Storage Group Copy Status restored in the Exchange Management Console might show Initializing instead of Healthy. However, this is not a problem because the Copy Status will change to Healthy after new log file is generated for the active Storage Group. Recovery Options Frame This frame contains several options that can be selected to modify certain procedures during the recovery process. Perform Recovery (Enable Only on Last Step in Restore Sequence) Select this option when performing the last job of a restore sequence. If the restore sequence only includes a Full Backup, select this option for the Full Backup. If the restore sequence includes Incremental or Differential Restores, select this option when restoring the last backup in the restore sequence. This option finalizes the restore process upon completion of the restore job for which it was selected (that is, the Exchange Server will then be alerted to perform any necessary recovery tasks). All other options in the Recovery Options frame will be grayed-out unless this option is selected. Important: When the Perform Recovery option is used in conjunction with the Mount Databases After Recovery option, NetVault: Backup may not automatically re-mount all databases included in the restore, after the recovery completes. The Storage Groups the selected databases belong to can be successfully mounted using the Exchange System Manager (2000/2003) or Exchange Management Console (2007) utility. Refer to the relevant Exchange documentation for information on re-mounting stores. Verify Recovery Completion (ESE Restores Only) Select this option to let the recovery process, which includes replaying the restored log files, to complete during the duration of the NVBU Restore job. This ensures that the status of the Restore job reflects bringing the Mailbox Databases into a consistent state and mounting the databases. Deselecting this option will end the NVBU Restore job after the files have been restored to Exchange Server and recovery has been initiated; however, the restore job status will not accurately reflect the status of the databases and the recovery. Therefore, it will be necessary to log on locally to the target Exchange Server and verify the status of any restored data. Replay Current Logs (Automatic for VSS Based Backups) When selected, the Exchange Server APM will request that the target Exchange Server access any additional transaction log files that were generated after the point in time the backup was taken. After the transaction log files have been accessed, they will be applied during the Exchange Server s recovery operations (that is, after data restore is complete) to bring any applicable databases to their most recent state.

61 NetVault: Backup 61 APM for Exchange Server User s Guide Important: If the Replay Current Logs option is deselected for ESE based backups, the current transaction logs will not be applied during the recovery phase. This will result in the loss of all data that is new or has been changed since the time of the backup. When restoring VSS Based Backups, current logs are automatically replayed. Therefore, if the desire is to restore up to the point of the last backup, the current logs need to be deleted before the VSS Restore is performed. Delete Temporary Log Files After Recovery (Default Selected) Leave this option selected to delete temporary files and temporary log and patch files from the directory in the Temporary Directory for Restored Log Files field after the recovery process is completed. Deselecting this option will retain the log and patch files after the recovery process is completed Important: The Delete Temporary Log Files After Recovery option should be selected in nearly all cases. In situations in which this option is not selected, subsequent restores that use the same directory for Temporary Log Files may result in restore failures in which Exchange reports incomplete, incongruous, or out-of-sequence log files and may result in database errors. Mount Databases After Recovery (Default Selected) This option can be selected to automatically mount the dismounted databases within the databases after the restore completes. BakBone recommends that this option be left with the default selected, otherwise it will be necessary to manually mount the databases upon completion of the restore to bring it back online.

62 62 Chapter 7 Restore b Setting Security Options With the desired security items selected for a restore, click the Security tab of the Restore Options frame. This tab consists of the Authentication Details fields. Figure 7-7: Security tab with Authentication Details fields displayed Authentication Details This frame is used to specify job-specific authentication details.in this frame, the default values of the fields, except for the Password field, are inherited from the backup job that is being restored. The Password field is left blank for security reasons. The available options for this frame are as follows. Exchange Administrator User Name By default, this field will contain the administrator-level account that was used to backup the original target Exchange Server. This value can be changed as required, but the account named must have the proper backup and restore permissions for the machine that is to serve as the target of the restore. Password Enter the password associated with the user name specified in the Exchange Administrator Username field. For security reasons, this field will appear blank by default. Windows Domain If a Domain Account is specified in the Exchange Administrator User Name field, enter the name of the domain. The field can be left blank if a local system account is specified Finalizing and Submitting Restore Job With desired data items selected and the desired options set in the Restore window, these last few steps are to be followed to finalize the restore job and submit it to be run: 1. The remaining available tabs (that is, Target Client, Schedule, and Advanced Options) contain additional options that can be set as desired. These options are consistent throughout all plugins and APMs in NetVault: Backup. For more information on these tabs and the options available within, refer to the NetVault: Backup Administrator s Guide. 2. Enter a suitable title for the job in the Job Title field. BakBone strongly recommends that a specific name value be used to allow for easy recognition

63 NetVault: Backup 63 APM for Exchange Server User s Guide of the restore job in the other windows of the NetVault: Backup Console (for example, the Logs and Job Management windows). 3. Submit the restore job by clicking the Submit button. As with a backup, the job status, progress, and log entries can be viewed in selected windows of the NetVault: Backup Console. For information on accessing these windows for this purpose, refer to the NetVault: Backup Administrator s Guide Performing Post Restore Steps for CCR Environments After restoring a CCR environment, continuous replication must be resynchronized with the Update-StorageGroupCopy command. For more information refer to the following Microsoft resources. Seeding a CCR environment How to Seed a Cluster Continuous Replication Copy at: Update-StorageGroupCopy command Resume-StorageGroupCopy command Important: When performing disaster recovery or restoring to an alternate server, continuous replication is not enabled before initiating the restore; therefore, it is not necessary to suspend or resume/update replication.

64 64 Chapter 7 Restore Performing Post Restore Steps and SCR Environments After restoring a Storage Group that has been configured with SCR, the passive copy must be resynchronized with the Update-StorageGroupCopy command. For more information refer to the following Microsoft resources: Seeding a CCR environment How to Seed a Cluster Continuous Replication Copy at: Update-StorageGroupCopy command Important: When performing disaster recovery or restoring to an alternate server, continuous replication is not enabled before initiating the restore; therefore, it is not necessary to suspend or resume/update replication Example Restore Sequences All restore scenarios using the Exchange Server APM are seen by NetVault: Backup as a sequence of restores, from the recovery of a series of 10 Incremental Backups to the recovery of a single Full Backup. Therefore, it is necessary to follow a specific set of steps to successfully recover data using the Exchange Server APM. The following sub-sections offer examples on the steps required to restore the various backup types. These examples assume a non-continuous replication environment is deployed a Restoring Standalone Full Backup The restore of a single Full Backup is seen as a restore sequence by the Exchange Server APM. Therefore, certain steps must be followed to successfully restore a standalone Full Backup, to make its recovered data suitable for use by Exchange. 1. From the Selections tab of the Restore window, access the desired Exchange Server and locate the Full Backup Saveset. 2. Drill down in the backup saveset and select the objects to be restored, for example, the entire Information Store or only the databases that have been corrupted as detailed in Selecting Data for Restore on page 54. Make note of the exact items that were selected for the restore. 3. In the Restore and Recovery Options tab of the Restore Options frame, select the following options: Backup Type is labeled FULL. Select Extensible Storage Engine (ESE) or Volume Shadow Copy Services (VSS) as the Restore Method.

65 NetVault: Backup 65 APM for Exchange Server User s Guide In the Restore Options frame: a. Select Restore Files from Backup in the Restore Options frame. b. Enter the Maximum Number of Parallel Streams and Dismount Databases before Restore in the Restore Options frame. In the Recovery Options frame: a. Select Perform Recovery (Enable only on Last Step in Restore Sequence) in the Recovery Options frame. b. When selecting Perform Recovery while using the VSS Restore Method, the options Verify Recovery Completion, Replay Current Logs, and Delete Temp Log Files after Recovery are selected. c. Select Mount Databases after Recovery. Enter the proper values in the Authentication Details frame of the Security tab. 4. Complete the Schedule, Target Client and Advanced Options tabs, enter a suitable Job Title and submit the job. See on page 62 for details on submitting the job to run. 5. On job completion, NetVault: Backup will finalize the restore and recovery process and all restored data will be readily accessible to the Exchange Server b Restoring Incremental Backup Sequence The process required to successfully recover a sequence of Incremental Backups can be broken down into three phases: Phase 1: Restore Original Full Backup Phase 2: Restore All Intermediary Incremental Backups Phase 3: Restore Final Incremental Backup This example will assume that Full Backups are performed every Sunday night at 11:00 p.m. while Incremental Backups are performed Monday through Saturday at 11:00 p.m. Because recovery is being performed on Wednesday, Sunday's Full backup followed by Monday's and Tuesday's Incremental Backup must be restored. Restore Original Full Backup 1. From the Selections tab of the Restore window, access the desired Exchange Server and locate the Full Backup saveset that served as a starting point for the desired Incremental Backup sequence. 2. Drill down in the backup saveset and select the objects to be restored, for example, the entire Information Store or only the databases that have been corrupted, as detailed in Selecting Data for Restore on page 54. Make note of the exact items that were selected for the restore.

66 66 Chapter 7 Restore 3. In the Restore and Recovery Options tab of the Restore Options frame, select the following options: Backup Type is labeled FULL. Select Extensible Storage Engine (ESE) or Volume Shadow Copy Services (VSS) as the Restore Method. In the Restore Options frame: a. Select Restore Files from Backup in the Restore Options frame. b. Enter the Maximum Number of Parallel Streams and select Dismount Databases before Restore in the Restore Options frame. In the Recovery Options frame, deselect Perform Recovery (Enable only on Last Step in Restore Sequence) in the Recovery Options frame. All other options in the Recovery Options frame should be grayed-out. Enter the proper values in the Authentication Details frame of the Security tab. 4. Complete the Schedule, Target Client, and Advanced Options tabs, enter a suitable Job Title and submit the job. See on page 62 for details on submitting the job to run. Restore All Intermediary Incremental Backups 1. From the Selections tab of the Restore window, access the desired Exchange Server and locate the backup saveset that served as first Incremental Backup in the sequence. 2. Open this backup saveset and select the items that are to be restored. 3. In the Restore and Recovery Options tab of the Restore Options frame, select the following options: Backup Type is labeled INCREMENTAL. Select Extensible Storage Engine (ESE) or Volume Shadow Copy Services (VSS) as the Restore Method. In the Restore Options frame: a. Select Restore Files from Backup in the Restore Options frame. b. Enter the Maximum Number of Parallel Streams.

67 NetVault: Backup 67 APM for Exchange Server User s Guide In the Recovery Options frame, deselect Perform Recovery (Enable only on Last Step in Restore Sequence) in the Recovery Options frame. All other options in the Recovery Options frame should be grayed-out. Enter the proper values in the Authentication Details frame of the Security tab. 4. Complete the Schedule, Target Client, and Advanced Options tabs, enter a suitable Job Title and submit the job. See on page 62 for details on submitting the job to run. 5. Repeat steps 1-5 for all additional Incremental Backups in the order they were performed except for the last Incremental in the sequence. Specific settings must be made for this final restore which are covered in the following section. Restore Final Incremental Backup 1. With all previous restores successfully completed, including the original Full and subsequent Incrementals, access the Selections tab of the Restore window and drill down to the last Incremental Backup saveset in the sequence. 2. Open this backup saveset and select the items to be restored. Refer to the data items that were restored in all previous Incremental Backup restore jobs and select these exact same items for the restore. 3. In the Restore and Recovery Options tab of the Restore Options frame, select the following options: Backup Type is labeled INCREMENTAL. Select Extensible Storage Engine (ESE) or Volume Shadow Copy Services (VSS) as the Restore Method. In the Restore Options frame: a. Select Restore Files from Backup in the Restore Options frame. b. Enter the Maximum Number of Parallel Streams. In the Recovery Options frame: a. Select Perform Recovery (Enable only on Last Step in Restore Sequence) in the Recovery Options frame. b. If the most recent Differential Backup is selected for restore, the Replay Current Logs option should be selected. If the Differential Backup selected for restore is not the most recent, that is, you are restoring an Exchange Server to a specific point in time prior to the last available Differential Backup job, the Replay Current Logs option should be deselected. If this option is selected, the Exchange Server will scan all recent logs and update all data to its most recent state, rather than leaving

68 68 Chapter 7 Restore the restored data at the state it was in at the time the Incremental Backup was completed. c. When restoring VSS Based Backups, current logs are automatically replayed. Therefore, if the desire is to restore up to the point of the last backup, the current logs need to be deleted before the VSS Restore is performed. d. Select Mount Databases after Recovery. Enter the proper values in the Authentication Details frame of the Security tab. Complete the Schedule, Target Client, and Advanced Options tabs, enter a suitable Job Title and submit the job. See on page 62 for details on submitting the job to run c Restoring Full + Differential Backup Sequence The process required to successfully recover a Full + Differential Backup can be broken down into two phases: Phase 1: Restore Original Full Backup Phase 2: Restore Desired Differential Backup This example will assume that Full Backups are performed every Sunday night at 11:00 p.m. while Differential Backups are performed Monday through Saturday at 11:00 p.m. If recovery is performed on Tuesday, Sunday's Full Backup and Monday's Differential Backup must be restored. If recovery is performed on Thursday, Sunday's Full Backup followed Wednesday's Differential Backup must be restored. Restore Original Full Backup 1. From the Selections tab of the Restore window, access the desired Exchange Server and locate the Full Backup saveset that served as a starting point for the desired Differential Backup sequence. 2. Drill down in the backup saveset and select the objects to be restored, for example, the entire Information Store or only the databases that have been corrupted as detailed in Selecting Data for Restore on page 54. Make note of the exact items that were selected for the restore. 3. In the Restore and Recovery Options tab of the Restore Options frame, select the following options: Backup Type is labeled FULL. Select Extensible Storage Engine (ESE) or Volume Shadow Copy Services (VSS) as the Restore Method. In the Restore Options frame: a. Select Restore Files from Backup in the Restore Options frame.

69 NetVault: Backup 69 APM for Exchange Server User s Guide b. Enter the Maximum Number of Parallel Streams and select Dismount Databases before Restore in the Restore Options frame. In the Recovery Options frame, deselect Perform Recovery (Enable only on Last Step in Restore Sequence) in the Recovery Options frame. All other options in the Recovery Options frame should be grayed-out. Enter the proper values in the Authentication Details frame of the Security tab. 4. Complete the Schedule, Target Client and Advanced Options tabs, enter a suitable Job Title, and submit the job. See on page 62 for details on submitting the job to run. Restore the Desired Differential Backup 1. With the restore of the original Full Backup successfully completed, access the Selections tab of the Restore window and drill down to the backup saveset belonging to the desired Differential Backup in the sequence. 2. Open this backup saveset and select the items that are to be restored. 3. In the Restore and Recovery Options tab of the Restore Options frame, select the following options: Backup Type is labeled DIFFERENTIAL. Select Extensible Storage Engine (ESE) or Volume Shadow Copy Services (VSS) as the Restore Method. In the Restore Options frame: a. Select Restore Files from Backup in the Restore Options frame. b. Enter the Maximum Number of Parallel Streams. In the Recovery Options frame: a. Select Perform Recovery (Enable only on Last Step in Restore Sequence) in the Recovery Options frame. b. If the most recent Differential Backup is selected for restore, the Replay Current Logs option should be selected. If the Differential Backup selected for restore is not the most recent, that is, you are restoring an Exchange Server to a specific point in time prior to the last available Differential Backup job, the Replay Current Logs option should be deselected. If this option is selected, the Exchange Server will scan all recent logs and update all data to its most recent state, rather than leaving the restored data at the state it was in at the time the Incremental Backup was completed. c. When restoring VSS Based Backups, current logs are automatically replayed. Therefore, if the desire is to restore up to the point of the last backup, the current logs need to be deleted before the VSS Restore is performed.

70 70 Chapter 7 Restore d. Select Mount Databases after Recovery. Enter the proper values in the Authentication Details frame of the Security tab. 4. Complete the Schedule, Target Client and Advanced Options tabs, enter a suitable Job Title and submit the job. See on page 62 for details on submitting the job to run. 5. On job completion, NetVault: Backup will finalize the restore and recovery process and all restored data will be readily accessible to the Exchange Server Advanced Restore Procedures Renaming Storage Groups Supported Exchange Versions 2003 and 2007 Supported Backup Methods ESE and VSS (2007 Only) The Exchange Server APM allows you to rename a Storage Group to a different name during VSS based restores. The renaming of Storage Group is useful if you do not want to overwrite the existing version and want to create a copy of the Storage Group. The following prerequisites are met before initiating the restore: a b Restore Preparations Target Storage Group Must Exist The target Storage Group must be created in the Exchange System Manager or Exchange Management Console. Database Names Must Match Original The database names in the target Storage Group must match the database names in the original Storage Group. Database File Names Must Match Original The database file names in the target Storage Group must match the database file names in the original Storage Group; however, the database file path or directory for the target Storage Group can be different. Rename Procedure 1. After the prerequisites have been met, select the Storage Group to be restored from the backup saveset by following the instructions outlined in Selecting Data for Restore on page Right-click the Storage Group and select the Rename command from the popup menu.

71 NetVault: Backup 71 APM for Exchange Server User s Guide Figure 7-8: Selections tab with Rename Menu Figure 7-9: Restore Rename Storage Group window 3. In the Restore Rename - <Storage Group> window that appears, set the following value: Rename Storage Group Select the Rename To checkbox. This will activate the associated field. Enter the target Storage Group name that already exists in this text box. 4. Click OK to apply changes. The Storage Group will be accompanied by rename information in the parenthesis.

72 72 Chapter 7 Restore Figure 7-10: Storage Group with rename information in parenthesis 5. Continue with the restore procedure as explained in Setting Restore Options on page 56 and on page Moving Databases to Alternate Storage Group Supported Exchange Versions All Supported Backup Methods ESE and VSS (2007 Only) With the restore rename functionality, you can move a database to an alternate Storage Group.

73 NetVault: Backup 73 APM for Exchange Server User s Guide Note: 1.The Exchange Server APM does not support the relocation of database file paths. Relocating a database file path must be performed in the Exchange Management Console or the Exchange System Manager. Complete instructions for this procedure can be found in the relevant Exchange documentation. In addition, the article How to Move a Storage Group Path in Exchange 2007 is available at: bb aspx 2. The database rename feature cannot be used to rename a database in the same Storage Group. 3. A database cannot be restored to an alternate Storage Group if the same database has already been restored to a different database in that same Storage Group. 4. When the source Storage Group has multiple databases, a single restore job can not be used to restore the multiple databases to separate Storage Groups. It is possible to move one database to a Storage Group in the first Restore job and move the next database to a different Storage Group in a subsequent Restore job a Restore Preparations Target Storage Group Must Exist The target Storage Group must be created in the Exchange System Manager or Exchange Management Console. Database Must Exist The target database must be created in the Exchange System Manager or Exchange Management Console. Rename Procedure The following procedure moves a database to an alternate Storage Group. 1. After the prerequisites have been met, select the Storage Group to be restored from the backup saveset by following the instructions outlined in Selecting Data for Restore on page Right-click the Storage Group and select the Rename command from the popup menu.

74 74 Chapter 7 Restore Figure 7-11: Selections tab with Rename Menu Figure 7-12: Restore Rename Database window 3. In the Restore Rename - <Storage Group> window that appears, set the following value: Rename Storage Group Select the Rename To checkbox. This will activate the associated field. Enter the target Storage Group name that already exists in this text box. 4. Click OK to apply changes. The Storage Group will be accompanied by rename information in the parenthesis. 5. Expand the renamed Storage Group, right-click on the database being moved and select the Rename command from the popup menu. 6. Click OK to apply changes. The database will be accompanied by rename information in parenthesis.

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