Microsoft SharePoint 2013 Disaster Recovery Guide
By Peter Ward
()
About this ebook
Peter Ward
Peter Ward is a professor of biology and of Earth and space sciences at the University of Washington in Seattle, and has authored seventeen books, among them the prizewinning Rare Earth: Why Complex Life Is Uncommon in the Universe, with Donald Brownlee. He also teaches as the University of Adelaide in Australia. He has been a main speaker at TED and has received the Jim Shea Award for popular science writing. He lives in Washington.
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Microsoft SharePoint 2013 Disaster Recovery Guide - Peter Ward
Table of Contents
Microsoft SharePoint 2013 Disaster Recovery Guide
Credits
Foreword
About the Authors
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
Why this book
How to start
Ranking key business areas
How to use this book
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Planning and Key Concepts – What Not to Forget
Identifying DR scenarios within SharePoint and its associated technology stack
Why disasters happen and what you can do to prevent them?
Success or failure
Inheriting a mission critical environment that has no DR plans
Worst case – loss of SharePoint environment without proper backups
Disaster Recovery – cost versus speed
Cold standby recovery
Warm standby recovery
Virtual warm standby environments
Hot standby recovery
Dedicated model
Shared model
Hybrid model
Thinking of interruptions and not disasters
Four major datacenter outages in 2012 that we can learn from
What is virtualization and how does it help with DR?
How does virtualization help with DR?
Supporting mixed environments more efficiently with virtualized disaster recovery
What about the cloud?
Building confidence and refining DR plans with frequent testing
Summary
2. Creating, Testing, and Maintaining the DR Plan
Getting started
Identifying the components of your SharePoint environment
Physical architecture
Servers
Database
Network
Logical architecture
Web applications
Service accounts
Service applications
Apps
Identifying threats to your SharePoint environment
Physical architecture
Servers
Database
Network
Creating an effective DR plan
Identifying key stakeholders
IT
Servers
Database
Network
Messaging
Development
Business
Developing the plan
Defining recovery targets
Understanding costs
Virtualization
Service level agreements
Planning for recovery
Recovery resources
People
Hardware
Software
Dependent services
Establishing and documenting your recovery procedures
Defining success criteria
Reviewing the plan
Testing your DR plan
Planning your test
Determining your test scopes
Performing the test
Analysing the results
Maintaining your DR plan
Further reading
Summary
3. Physical Backup and Restore Procedures
Windows Server 2012
System state data backup
Partitioning of data
System database backup and restore
Backing up DB using SQL Server Management Studio
Backing up DB using PowerShell
Restoring master DB with SQL Server Management Studio
Restoring master DB with PowerShell
Non-SharePoint database backup and restore
Backing up DB with SQL Server Management Studio
Backing up DB with PowerShell
Restore
Restoring master DB with SQL Server Management Studio
Restoring DB with PowerShell
Point in time backup and restore
Backing up DB in SQL Server Management Studio with SQL statements
Backing up SQL DB with PowerShell
Restoring DB in SQL Server Management Studio with SQL statements
Restoring SQL Server DB with PowerShell
Advanced backup techniques
Backing up large databases
Backup farm and SQL combined with PowerShell
Speeding up SQL Server backups
A PowerShell script that backs up and speeds up the SQL Server backup
Restoring databases with a different name
PowerShell script to restore a database with a different name
Further reading
Summary
4. Virtual Environment Backup and Restore Procedures
Virtual environments
Microsoft Hyper-V
Backup
Windows Server 2008 and Windows Server 2008 R2
Windows Server 2012 and Windows Hyper-V Server 2012
Server recovery process
Windows Server 2008 and Windows Server 2008 R2
Windows Server 2012 and Windows Hyper-V Server 2012
Snapshots
Failover clustering
VMware vSphere 5
Backup
Restore
Snapshots
Failover clustering
Summary
5. Central Administration and Other Native Backup and Restore Options
Farm backup and restore
Back up using the Central Administration GUI
Back up using PowerShell
Restore using the Central Administration GUI
Restore using PowerShell
Caveats and considerations
Farm configuration backup and restore
Back up using the Central Administration GUI
Back up using PowerShell
Restore using the Central Administration GUI
Restore using PowerShell
Caveats and considerations
Web application backup and restore
Back up using the Central Administration GUI
Back up using PowerShell
Restore using the Central Administration GUI
Restore using PowerShell
Caveats and considerations
Service application backup and restore
Back up using the Central Administration GUI
Back up using PowerShell
Restore using the Central Administration GUI
Restore using PowerShell
Caveats and considerations
Content database backup and restore
Back up using the Central Administration GUI
Back up using PowerShell
Restore using the Central Administration GUI
Restore using PowerShell
Restore using unattached content databases
Back up and restore using SQL Server tools
Caveats and considerations
Customizations backup and restore
Back up using the Central Administration GUI
Back up using PowerShell
Restore using the Central Administration GUI
Restore using PowerShell
Caveats and considerations
Site collection backup and restore
Back up using the Central Administration GUI
Back up using PowerShell
Restore using PowerShell
Caveats and considerations
Apps backup and restore
Backup
Restore
Caveats and considerations
Sites, lists, and libraries – backup and restore
Backup using the Central Administration GUI
Backup using PowerShell
Restore using PowerShell
SharePoint templates
Caveats and considerations
Summary
6. Working with Data Sizing and Data Structure
Understanding data sizing architectural choices for DR
Key SharePoint limits to consider with DR
Content database size
Managing content database growth
DR impact of design decisions
Establishing conventions
Database naming
DR with a multiserver farm
Challenges with multiple servers
SQL aliases
Content database size targets
Plan before going live
Major oversights
Content dependencies
Managing content dependencies
Documenting content linkage
Content dependency governance
RBS
BlobCache
SharePoint_Config
Getting a handle on a farm
Size of all SharePoint databases
RBS report
Site collection size report
Quota report
Managing growth
Setting quotas
Rebalancing content databases
Restricting version retention
Backup and restore plan
Tiering the recovery plan
Architecting data in SharePoint with DR in mind
Recovery and restore
Further reading
Summary
7. Disaster Recovery with Custom Development
The basics
The 3 Cs of SharePoint Development
Accounting for things
Change Management and SharePoint
The standard
Source code control
The software development life cycle
How to use supporting farms
Developing configuration dependencies needed for your solution
SharePoint 2013 App Development Model
JavaScript and jQuery – where do they go?
Designing with Disaster Recovery in mind
Using the DR site for testing
Here is a start for your standard
The hive
Pulling it all together
The role of the developer during recovery
Summary
8. Disaster Recovery Techniques for End Users
Why is end user DR training often forgotten?
Useful end user DR practices
Recycle bins
Increase the site recycle bin retention time
Problem
Resolution
Checked in but not published
Permission
Users can't remember where their file is saved
Version control
SkyDrive Pro
Managing end user expectations
Training
Summary
9. In the Clouds
DR – on-premise versus cloud
DR – cloud versus cloud-native
Common concerns regarding cloud DR
Cloud responsibility
General approaches to cloud DR
Amazon Web Services and HA/DR
Global Infrastructure – regions and availability zones
Amazon Elastic Compute Cloud
Amazon Elastic Block Store
Amazon Virtual Private Cloud
Elastic Load Balancing
Amazon Route 53
Additional AWS Services for DR
Windows Azure and HA/DR
Global infrastructure – datacenters and traffic manager
Virtual network
Virtual machines
Load balancing
Storage
Hyper-V Recovery Manager
Summary
10. Where to Start
How to get my organization moving in the right direction
How to sell DR to senior management
I feel the SharePoint end users don't care about SharePoint DR. Is this true?
Why was I not told?
The word disaster
is not understood
At times I can be the last to know of a business activity with SharePoint
I have written the DR plan but will it work?
What are the key skills that are required for a DR plan to work?
How do you write up the perfect DR documentation?
What should consist in the structure of good technical documentation?
Outline
Content
Graphics
Review
Distribution
Can this whole process be outsourced to an external party?
Can implementing a DR strategy really help my career?
What methods should I use to keep upper management informed on the DR Program?
Further reading
Summary
A. Appendix
Worst and best practices
We can snapshot our servers
The DIY Approach
We have a production SharePoint Farm
Our DR servers can be undersized
Oversights in a DR recovery plan
Invalid testing
No failback plan
Horror stories that the authors have witnessed
Backups only
Pixar's near loss of Toy Story 2
SharePoint backup encrypted
Solution retraction caused web application failure
How and why assumptions can sink a DR plan
Small changes still have the ability to prevent Central Administration from coming up
Real-world scenarios for consideration
User overwrites a file
The feature retract failure
Restore a service application
Restore wipes key drive information
Service application DBs
Search out of date on restore
Non-SharePoint
Servers in sync
IIS
Doomsday DR
Tools for consideration
Useful references
Naming conventions
Index
Microsoft SharePoint 2013 Disaster Recovery Guide
Microsoft SharePoint 2013 Disaster Recovery Guide
Copyright © 2013 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: September 2013
Production Reference: 1160913
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-84968-510-8
www.packtpub.com
Cover Image by William Kewley (<william.kewley@kbbs.ie>)
Credits
Authors
Peter Ward
Peter Abreu
Pavlo Andrushkiw
Pat Esposito
Jeff Gellman
Joel Plaut
Reviewers
Stefan Goßner
Sothilingam Jeyashanker
Michael Nemtsev
Doug Ortiz
Richard Paterson
Daniele Proietti
Mikhail Pushin
Acquisition Editor
Kevin Colaco
Lead Technical Editor
Azharuddin Sheikh
Technical Editors
Shashank Desai
Sandeep Madnaik
Larissa Pinto
Aman Preet Singh
Project Coordinator
Anugya Khurana
Proofreader
Dirk Manuel
Indexer
Priya Subramani
Graphics
Valentina Dsilva
Ronak Dhruv
Disha Haria
Production Coordinator
Kyle Albuquerque
Cover Work
Kyle Albuquerque
Foreword
In my experience, the most significant challenge with enterprise implementations of SharePoint is that, while its usage and adoption is viral, it is often not given the same careful thought and planning as other enterprise technology investments.
When you implement technology within an enterprise that has significant up-front investment, such as an Enterprise Resource Planning (ERP) system, you do significant up-front planning. This up-front planning includes staffing appropriate teams and determining how to budget for the costs you know the technology investment will require for being successful. In other words, plan to ensure that IT can support and measure business utilization to meet the needs of the business over time. When you invest more than a million dollars in that same ERP technology, you can assume that careful thought has been given on how that ERP technology will remain up and running. This includes appropriate backups, fire drills, additional redundancy, and that it definitely includes technology configuration planning. SharePoint often sneaks in with a much smaller up-front investment—it's easy to see why it may not have the same diligence when it comes to availability and performance planning that the larger upfront technology investments (like ERPs) have.
Many SharePoint implementations start in a pilot, often driven by a few key passionate leaders—the eventual usage of the platform is varied in both its application and in its configuration as it grows and scales to meet increasing business needs. Eventually, you look back at the SharePoint investment and wonder how you got to the point you are at—where there are numerous dependencies and significant complexities. Then you are faced with that dreaded question (or worse, an actual disaster scenario) and someone asks—how do we get SharePoint back up and running?
The difference in why this is so challenging for SharePoint stems from the fact that what SharePoint does is as varied in organization usage as the numerous configurations of sites and settings you can implement. In one organization, they may be using SharePoint for basic team collaboration. In another, it may be used to surface complex dashboards or connect other systems. This variation makes planning for things such as availability, redundancy, and disaster recovery a significant challenge.
Nowhere is this more apparent than when you look at disaster recovery strategies for SharePoint, and find confusion, a lack of investment and careful consideration, or the struggle organizations have with implementing successful plans and procedures for SharePoint's restoration in the advent of a disaster.
So you can imagine my excitement and almost immediate satisfaction on reading the excellent business and technical guidance in this book. The fear and worry that had been bothering me, my customers, and my partners for so long became something we could understand, and more importantly, plan for by leveraging what we learned and what other people can learn from this book.
As a trusted advisor to many CIOs struggling with this very subject, and as a Microsoft Technology Strategist, I found this book to be great at spelling out the specific steps customers and partners would need to execute to achieve a successful disaster recovery strategy for SharePoint.
At times, the authors' observations and advice are thought-provoking and hit home for technology leaders tasked with ensuring that stakeholders understand the complexity and the reason why certain disaster recovery investments are needed. The technical guidance becomes invaluable as you begin to implement those same strategies within your own organization, or for a customer. Once assumptions have been replaced with facts, and as the complexities become clearer, you end up with a direction on how to move forward, and are ready to answer that dreaded question—how do we get SharePoint back up and running?
From experience, SharePoint is a powerful platform, which can be your most challenging enterprise technology or the one that keeps you up at night if not looked at with proper diligence and thought. The more powerful the platform is, the more ways it is leveraged, and the more critical it becomes. So don't hesitate testing your knowledge of SharePoint Disaster and Recovery after reading this book. Help ensure that your organization's significant investment of effort into SharePoint isn't lost, all because appropriate time, expertise, or money couldn't be found in your own organization.
Richard Harbridge
Partner Technology Strategist Microsoft
About the Authors
Peter Ward has worked with collaboration technology for over 20 years and is the founder of Soho Dragon Solutions, a New York based SharePoint consultancy. He has worked with some of the largest and most profitable companies in the USA, but also with the small ones that he calls the Fortune 5,000,000
. This is his fourth co-authored SharePoint book, the other three being Microsoft SharePoint 2010 End User Guide: Business Performance Enhancement, Workflow in SharePoint 2010: Real World Business Workflow Solutions, and Microsoft SharePoint for Business Executives: Q&A Handbook.
He has been a software guy forever, but is not much of a gadgeteer. In fact, he's probably a late adopter. He teaches yoga part-time in NYC and likes to serve up the perfect vegetarian dish.
I would like to thank my wife, Peggy, for being the unofficial editor of the book. Even though she uses Lotus Notes at work and her company is the most anti-Microsoft company out there. I would also like to extend my appreciation to Shawn Conklin, Andrew Gregar, Julian Stevens, Willy Eyzaguirre, Kelly Meyer, and Jesse Wimberley, the book's chapter reviewers
Peter Abreu is an Enterprise, SharePoint, and Cloud Architect, with extensive experience architecting SharePoint 2007, 2010, and 2013 solutions on the cloud or on premises.
He is a frequent speaker at user groups, and has just done an all-day session at the SharePoint Best Practice Conference in DC. He was also a contributing author on the new Microsoft SharePoint 2010 Administrators Companion book for Microsoft Press.
In his spare time, he enjoys studying for new certifications, learning new technologies, and most of all spending time with his family. He lives in the Washington D.C metro area.
I would like to thank my wife, Mercedes, and my son, Sebastian, for their patience and support while I worked on this book. I would also like to thank my in-laws, Rogelio and America, as they supported me and pushed me to keep going when I first started studying SharePoint.
Pavlo Andrushkiw has spent nearly a decade in the Microsoft space delivering complex infrastructure solutions to a plethora of clients in various verticals. He currently works as the chief cloud architect for a major cloud services provider, migrating and deploying complex production environments for enterprise clients into the Amazon Web Services (AWS) infrastructure. This is his second co-authored SharePoint book, the first being Microsoft SharePoint for Business Executives: Q&A Handbook.
A special thanks to God, through whom all things are possible; to my parents for encouragement in all endeavors; to my lovely wife, pregnant with our second, for unyielding patience and support, and to my unborn child who can't believe the rate at which AWS releases new features and services.
Pat Esposito is the founder and CEO of IMPACT Management, a Microsoft partner based in Long Island, New York.
He has been working with SharePoint technologies since the initial 2001 release. Together with his partners, IMPACT aim's to just make SharePoint easy
. In his spare time, he enjoys spending time with his family, searching for the ultimate inexpensive wine or just cruising on his Harley Davidson.
I would like to thank my beautiful wife Eileen, without her commitment and endless love I would be totally lost; to my children Christina, Laura, and Nicholas who allow me to keep living vicariously; and our newest family member, our great dane Madeline who provides endless hours of amusement and distraction even when I don't want it.
Jeff Gellman is a Microsoft Certified IT Professional (MCITP) in Microsoft SharePoint and has over 12 years of experience with SharePoint going all the way back to the days of Tahoe. He has worked in all aspects of SharePoint projects including architecture, development, branding, infrastructure, disaster recovery, governance, backup and restore, migration and upgrade, and various third-party tools and utilities. With over 25 years of IT consulting experience, he has been involved in many projects over the years, for companies of all sizes, in roles ranging from developer to project manager with many of these projects having a heavy concentration on Microsoft technologies. He is a member of the Microsoft Virtual Technology Specialist Program (VTSP) and is a frequent speaker at events such as SharePoint Saturday.
In his spare time Jeff enjoys photography, listening to music, going to concerts, and watching and going to sporting events.
I would thank my wife, Danielle, for supporting me and encouraging me to take on new challenges such as working on this book. I would also like to thank my children, Jarrett and Samii, and step-daughters, Sarah and Hannah, for supporting me and giving me the quiet time I needed to work on this book.
Joel Plaut is a SharePoint consultant working with SharePoint since the SP2001 in a wide range of enterprises, with a focus on everything SharePoint, including MS-Project Server. His solutions encompass a range of technologies and disciplines, including PowerShell, .NET, Event Receivers, CAML, SQL, XSLT, XML, XPath, Web Services, C#, InfoPath, Workflows, SharePoint Designer but more importantly real world solutions to Document Management, Records Management, Migration to SharePoint, Upgrades, Content Management, Business Processes, Records Management, Search, Enterprise Taxonomy using Managed metadata Services, Content Syndication, and Portals.
His recent efforts include Excel Services, Business Connectivity Services, Managed Metadata Services, Business Intelligence, and wrestling diverse and chaotic farms into a modicum of structure with the gentle and appropriate application of governance and rational design based on applied Information Architecture.
He is a guitarist, skier, and all around MacGyver known for improvising a fix for almost