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Saving SharePoint
Presented By:
Sean McDonough
Product Manager, SharePoint Products
Idera
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DISASTER RECOVERY: SOMETHING EVERYBODY NEEDS, BUT NEVER WANTS TO USE
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What Do I Mean By “Disaster?”1
Natural (hurricane, tornado,
flood, fire …)
Human (operator error, sabotage, implant of malicious code, terrorist attacks …)
Environmental (equipment failure, software error, telecom network outage, electric power failure …)
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A Word About “Disaster Recovery”
Business
Continuity Plan (BCP)
Disaster Recovery Plan
Backup/ Restore
Disaster Recovery is not the same as backup/restore
DR (within a BCP) deals with technical and non-technical aspects of bringing back functionality
Backup/restore is largely a “how to” technical concern
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SMB DR Preparedness Survey Results2
82% report satisfaction with their DR plans
84% report IT systems are protected to some extent
Average SMB experienced 3 outages in past 12 months due to human, power, and natural causes
47% report no plan to handle such disruptions
1 in 5 do daily backups; 40% backup monthly or less!
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The SharePoint DR “Commandments”
Protect your content
Know your constraints
Cover SharePoint
You can’t do it alone!
Track your changes
Constantly be testing
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Content is king. Protect your king.
SharePoint Content SharePoint Customizations
SharePoint Servers
SQL Server
IIS
Windows Server
Network
You
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SharePoint’s Logical Hierarchy
Farm
Servers Web Front End, APP, SQL
Web Applications Central Admin, SSP Admin, Content
Databases Content, Config, SSP, Search
Site Collections “Container” of Sites
Sites/Webs Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Mtg
Lists Doc Lib, Pages, Events, Discussions, Surveys, etc…
Items Files, Calendar Items, Contacts, Customers, Images, Custom
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SharePoint’s Logical Hierarchy
Farm
Servers Web Front End, APP, SQL
Web Applications Central Admin, SSP Admin, Content
Databases Content, Config, SSP, Search
Site Collections “Container” of Sites
Sites/Webs Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Mtg
Lists Doc Lib, Pages, Events, Discussions, Surveys, etc…
Items Files, Calendar Items, Contacts, Customers, Images, Custom
Service Applications Search, State Svc, etc.
2010 Alert!
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DR Plans Begin With Targets
DR is driven by business owners and stakeholders as part of a larger strategy
The ultimate measure of a DR plan’s success is whether or not it hits business-supplied targets
Targets + Costs + Resources = Constraints
DR targets are described in DR terms
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RPO
The full term is “Recovery Point Objective”
Measured in time
Describes maximum amount of acceptable data loss
timeline
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RTO
The full term is “Recovery Time Objective”
Also measured in time
Describes maximum amount of time that can be taken to restore a system or functionality
timeline
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Coverage Tools And Techniques
What do they cover?
What don’t they cover?
Granularity
Usability
Viability (with given RPO & RTO targets)
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Commonly Available Tools
SharePoint Designer
CA backup/restore
STSADM backup/restore
SQL backups
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SharePoint Designer
The admin’s nemesis
Best case: end user content protection
What can it do?
Structural migration
Site template creation
Content migration
2010 Alert!
Migration support removed
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Central Administration Backup/Restore
Use case: one-off backups
What can it do?
Farm
Services & Service apps
Web applications
Remember, content is king
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Central Administration Backup/Restore
Site collection backups
Unattached DB recovery
no more recovery farms
Granular export support
to the list level
Still no scheduling built-in
2010 Alert!
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STSADM.EXE Backup/Restore
Use case: regularly scheduled backups
What can it do?
Farm
Services & service apps
Web applications
Site collections
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STSADM.EXE Backup/Restore
STSADM still supported, but…
Probably on its way out
Learn PowerShell
>500 cmdlets for SP2010
Powerful, object-based
Generally more efficient
2010 Alert!
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SQL Server Database Backups
Use case: scheduled backups for larger farms
What can it do?
(Content) databases
Never a bad thing
Support for SQL snapshots
2010 Alert!
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Virtual Machine Snapshots & Clones
* Exercise caution and TEST!
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High Availability Options (within farm)
SQL Server Clustering
Two or more physical servers present as a single virtual server
Failure of one node results in other node(s) taking over
Load Balancing
Web requests are balanced between two or more WFEs
Failed WFEs stop receiving web requests
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High Availability Options (between farms)
Database Mirroring
SQL DB data is synchronized between PROD and DR
Transaction Log Shipping
SQL transaction logs are copied from PROD to DR regularly
In the case of PROD outage, steps are taken to bring the DR farm online and redirect traffic to it.
SharePoint 2010 is mirroring-aware
2010 Alert!
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Third-Party Tools
It’s a competitive market
Can they do everything?
How low (into your farm) can they go?
http://tinyurl.com/SPDR Products
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The RPO And RTO Continuum
Assumes an offsite DR strategy is desirable
Both cost and “performance” decrease as you move away from the origin
Every solution has a different RPO & RTO footprint
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Can’t Do It Alone: The Human Factor
Who do you need?
Know their roles
When do you need them?
People need backups, too
Get the correct stakeholders involved
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Track your changes!
Document your original configuration
Document ALL configuration changes
A restore will require all configuration changes to be re-executed
Record everything about each change
Configuration-only backup/restore
2010 Alert!
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Constantly Be Testing
The only constant is Change
Track and control your changes
Test
Test
Validate results and create more baselines
Test some more …
… because complacency kills
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Putting It All Together
Content is king. In the end, your users care about their content. Make sure you do, too.
Know your constraints and expectations. These drive your choice of DR solution(s).
Backup ≠ Backup, Restore = Backup.
Have confidence in your solution. Confidence is only gained through testing.
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References
1. National Institute of Standards and Technology (NIST) Special Publication 800-34. “Contingency Planning Guide for Information Technology Systems.” June 2002 <http://tinyurl.com/SPDRNIST>
2. Symantec. “Symantec 2009 SMB Disaster Preparedness Survey.” Web. 29 January 2010 <http://tinyurl.com/SPDRSurvey2009>
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Sean McDonough Blog: http://SharePointInterface.com Email: [email protected] LinkedIn: http://www.linkedin.com/in/smcdonough Twitter: @spmcdonough
The SharePoint 2007 Disaster Recovery Guide http://tinyurl.com/SPDRBook
The SharePoint 2010 Disaster Recovery Guide http://tinyurl.com/SPDRBook2010