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SharePoint® 2010 Disaster Recovery Guide

Book Description

Microsoft's SharePoint platform is a complex, diverse technical tool designed to meet a range of business needs and uses. It requires several other platforms and applications for implementation, and it can be integrated with other external line of business applications. This diversity also applies to the numerous methods, tools, and approaches that can be used to preserve your SharePoint farm if it becomes affected by a catastrophic event. The majority of SharePoint 2010 Disaster Recovery Guide introduces you to those methods, tools, and approaches for backing up and restoring SharePoint. After it covers all the crucial technical aspects of preserving SharePoint with the tools Microsoft provides for it, it introduces you to the key concepts and activities necessary to develop a disaster recovery plan to implement those technical practices.

Table of Contents

  1. Copyright
    1. Dedication
  2. Acknowledgments
  3. About the Authors
  4. Introduction
    1. What You’ll Find in This Book
    2. Who This Book Is For
    3. How This Book Is Organized
    4. Companion Web Site Downloads
  5. 1. SharePoint Disaster Recovery Planning and Key Concepts
    1. The Disaster Recovery Plan Context
    2. Key Concepts and Terms
    3. Assessment and Planning
      1. Discovery and Documentation
        1. Logical Architecture
        2. Physical Deployment
        3. Configuration Data
        4. Business Data
      2. Dependencies and Interfaces
    4. Conclusion
  6. 2. SharePoint Disaster Recovery Design and Implementation
    1. Defining Scope
      1. What Are Recovery Targets?
      2. How Are Your Recovery Targets Defined?
      3. What Should Be Restored?
      4. What’s Out of Scope
      5. What Are the Costs?
    2. Planning the Recovery Process
    3. Documenting and Implementing the Disaster Recovery Design
      1. Acquiring Resources
      2. Establishing a Disaster Recovery Baseline
      3. Documenting Your Procedures for an Outage
        1. Following Published Standards for Writing
        2. Verifying Content
        3. Lowering the Impact of Recovery
      4. Defining the Communication Plan
      5. Determining Success
    4. Conclusion
  7. 3. SharePoint Disaster Recovery Testing and Maintenance
    1. Planning Your Test
      1. Defining the Scope of Your Outage
      2. Organizing Your Resources
        1. Testing Your Systems
        2. Testing Your People
        3. Planning for Losses
      3. Verifying Checklists and Preparedness
    2. Conducting the Test
      1. Encouraging Communication
      2. Observing the Test
      3. Validating the Plan
      4. Redesigning the Plan
    3. Performing Ongoing Maintenance of Your Disaster Recovery Plan
      1. Analyzing Your Systems: As-Is/To-Be
      2. Modifying Your Plan
      3. Expecting and Budgeting for Ongoing Maintenance
    4. Conclusion
  8. 4. SharePoint Disaster Recovery Best Practices
    1. Getting to Know Yourself
      1. Know Your Scope
        1. What Do You Need to Cover?
        2. How Is Your Environment Being Used?
        3. What Are Your Priorities?
        4. Keep an Eye on Complexity
        5. What Do You Need to Restore?
      2. Know Your Budget
      3. Know Your Infrastructure
        1. What Do You Have?
        2. What Can You Do with What You Have?
        3. How Does the Environment Change?
        4. Know Your Current State
    2. Getting the Right Tool(s) for the Job
      1. What Does the Tool Cover?
        1. Granularity
        2. How Does the Tool Provide That Coverage?
      2. What Doesn’t the Tool Cover?
      3. Can the Tool Meet Your RTO and RPO Targets?
      4. Usability
      5. Stability
      6. No One Size Fits All
    3. Conclusion
  9. 5. Windows Server 2008 Backup and Restore
    1. Backup Targets
      1. Customizations
        1. SharePoint Root
        2. Inetpub
        3. Global Assembly Cache
      2. IIS
        1. Configuration
        2. Secure Socket Layer Certificates
      3. Windows Registry
      4. Providers and Additional Dependencies
    2. Before You Begin
      1. Selecting a Backup Approach
        1. Full Server Backup
        2. Individual Component Backup
        3. Other Options
      2. Backup Prerequisites
        1. Enabling the Windows Server Backup Features
        2. Path Considerations
        3. Choosing a Storage Location
    3. Backing Up Windows Server 2008
      1. Full Server Backup
      2. Individual Component Backup
        1. Files and File Folders
        2. IIS Configuration
        3. SSL Certificates
        4. Windows Registry
    4. Restoring Windows Server 2008
      1. Full Server Recovery
      2. Restoring Individual Components
        1. Files and File Folders
        2. IIS Configuration
        3. SSL Certificates
        4. Windows Registry
    5. Conclusion
  10. 6. Windows Server 2008 High Availability
    1. Load Balancing
      1. Load-Balancing Software
        1. About Windows Network Load-Balancing Services
        2. What’s New in Windows Server 2008 and Windows Server 2008 R2
          1. NLB Enhancements and Additions in Windows Server 2008
          2. NLB Enhancements and Additions in Windows Server 2008 R2
        3. NLB’s Operational Modes
        4. How to Configure Windows NLB Services
        5. Windows NLB and SharePoint
          1. NLB Operational Mode and SharePoint
          2. NLB Session Affinity and SharePoint
          3. Advantages of NLB and SharePoint
          4. Drawbacks of NLB and SharePoint
      2. Load-Balancing Hardware
        1. Load-Balancing Hardware and SharePoint
          1. Advantages of Hardware Load Balancing and SharePoint
          2. Drawbacks of Hardware Load Balancing and SharePoint
      3. Load Balancing and SharePoint Farm Topology
        1. The WFE Role
        2. Adding More Servers to a SharePoint Farm
        3. Service Applications
        4. Search Roles
    2. High Availability
      1. Storage
        1. RAID
        2. SAN
        3. Windows Server 2008 and Server 2008 R2 Storage Improvements
      2. Server Clustering and SharePoint
      3. Networking and Infrastructure Planning
    3. Conclusion
  11. 7. SQL Server 2008 Backup and Restore
    1. SharePoint’s Database Options
    2. How to Back Up a SQL Server 2008 Database
      1. Database Recovery Models
        1. Full Recovery Model
        2. Simple Recovery Model
        3. Bulk-Logged Recovery Model
      2. Database Backup Types
      3. Backup Expiration Settings
      4. Backup Destinations
      5. Overwrite Existing Backup Media
      6. Reliability Checks
      7. Database Snapshots
      8. Mirrored Backup Media Sets
      9. What’s New in SQL Server 2008 Backup
    3. SharePoint and Backing Up SQL Server 2008
      1. What Can Be Backed Up
      2. What Cannot (or Should Not) Be Backed Up
      3. Database Sizing
    4. How to Restore a SQL Server 2008 Database Backup
      1. Restore Destination Options
      2. Restore Source Options
      3. Restore Options
      4. Recovery State
    5. SharePoint and Restoring a SQL Server 2008 Backup
      1. Overwriting SharePoint with a Restore of a SQL Backup
      2. Restoring a SQL Backup to a New SharePoint Environment
    6. Conclusion
  12. 8. SQL Server 2008 High Availability
    1. Log Shipping
      1. The Server Components of Log Shipping
      2. Log-Shipping Jobs
      3. How to Configure Log Shipping
      4. SharePoint and Log Shipping
      5. Log-Shipping Pros
      6. Log-Shipping Cons
    2. Database Mirroring
      1. The Server Components of Database Mirroring
      2. How to Configure Database Mirroring
      3. SharePoint and Database Mirroring
        1. SharePoint Database Mirroring Recommendations and Requirements
        2. How to Configure SharePoint for Database Mirroring
      4. Database Mirroring Pros
      5. Database Mirroring Cons
    3. Database Clustering
      1. The Server Components of Windows Server Failover Clustering
      2. Configuring Windows Server Failover Clustering
      3. SharePoint and Database Clustering
      4. Database Clustering Pros
      5. Database Clustering Cons
    4. Conclusion
  13. 9. SharePoint 2010 Central Administration Backup and Restore
    1. Getting Started
    2. An Overview of Backup and Restore Capabilities
      1. Farm Backup and Restore
        1. What Catastrophic Backups Include
        2. What It Doesn’t Include
        3. Examining the Catastrophic Backup Files
        4. When You Should and Shouldn’t Use It
      2. Granular Backup
        1. How Granular Backup Is Different from Farm Backup and Restore
        2. Site Collection Backup
        3. Content Export
        4. When You Should Use It
      3. Configuration-Only Backup
    3. Backup/Restore Prerequisites and Considerations
      1. Backup Settings
        1. Number of Threads
        2. Backup File Location
      2. Services, Accounts, and Permissions
        1. Understanding the Security Context
        2. Services and Their Accounts
        3. User Accounts
      3. Full Backups Versus Differential Backups
      4. Using Unattached Content Databases
        1. Content Recovery Prior to SharePoint 2010
        2. Content Recovery Improvements in 2010
    4. Backing Up from Central Administration
      1. Full Farm Catastrophic Backup
      2. Site Collection Backup
      3. Exporting Content
      4. Unattached Content Database Data Recovery
    5. Restoring Within Central Administration
      1. Restoring a Full Farm
        1. What a Full Farm Restore Really Is
        2. Executing the Full Farm Restore
      2. Restoring a Content Database for Subsequent Unattached Recovery Operations
      3. Restoring a Site Collection or Exported Content
    6. Conclusion
  14. 10. SharePoint 2010 Command Line Backup and Restore: PowerShell
    1. Assumptions
    2. Setting the Stage
      1. Accessing the SharePoint 2010 Management Shell
      2. PowerShell Backup and Restore Prerequisites
      3. Scripting SharePoint 2010’s Backup and Restore Cmdlets
    3. Using SharePoint 2010’s Catastrophic Backup Cmdlets
      1. Backup-SPFarm
      2. Backup-SPConfigurationDatabase
      3. Backup-SPSite
    4. Using SharePoint 2010’s Catastrophic Restore Cmdlets
      1. Restore-SPFarm
      2. Restore-SPSite
    5. Reviewing Your Backup and Restore History
    6. Documenting Your Configuration
    7. Granular Backup and Restore via PowerShell
      1. Export-SPWeb
      2. Import-SPWeb
    8. Conclusion
  15. 11. SharePoint 2010 Disaster Recovery Development
    1. Hey Administrator—I’m Talkin’ to You!
      1. The Dark Days Before PowerShell
      2. Administrative Capabilities with PowerShell
      3. The Disclaimer
      4. The Price of Admission
    2. The SharePoint Object Model
      1. Extending Catastrophic Backup and Restore Through the SharePoint API
        1. SPBackupRestoreConsole and Related Types
        2. Content Components and Implementing IBackupRestore
        3. Configuration-Only Backup and Restore
        4. The Special Case of Web Service Applications
      2. Export, Import, and Associated Types
        1. The Content Deployment API
      3. Site Collection Backup and Restore
        1. The Somewhat Unusual Case of the SPSiteCollection Type
        2. Leveraging Site Collection Backup and Restore
      4. Programmatically Using SQL Snapshots
    3. Volume Shadow Copy Service
      1. What Is VSS?
        1. Types of Snapshots
        2. VSS Components
        3. The Role of the SharePoint Foundation VSS Writer
      2. Developing Solutions with VSS
    4. Rolling Your Own Backup and Restore Approach
      1. Object Model Walking
      2. Employing Serialization Surrogates
        1. Under the Hood with SPRequest
        2. Serialization Challenges
        3. Serialization of SharePoint Types via Surrogate
    5. Designing Applications for Disaster Recovery Readiness
      1. Storage of Application Configuration Data
      2. Storage of Transient and Persistent Application Business Data
      3. Accessing Network Resources
      4. Application Logging and Monitoring
    6. Conclusion
  16. 12. SharePoint 2010 Disaster Recovery for End Users
    1. What Has Changed in SharePoint 2010
      1. A Word on End Users and Disaster Recovery
      2. Trying It Out
    2. Recycle Bins
      1. How They Work
      2. Recycling in SharePoint
      3. Configuring Recycle Bins
        1. Creating a Web Application Quota Template
        2. Configuring a Web Application’s Recycle Bin Settings
    3. Versioning
      1. Types of Versioning
      2. Versioning Benefits
      3. Administrative Concerns
        1. Configuring Versioning
    4. Templates
      1. List Templates
      2. Site Templates
      3. SharePoint Designer and Templates
      4. An Administrative Perspective on Templates
        1. Templates and Publishing Sites
        2. Setting Limits on Templates That Can Be Generated
        3. Templates and Security
    5. WebDAV and Explorer View
      1. How WebDAV and Explorer View Are Used
      2. Server and Workstation Configuration
      3. Administrative Concerns
    6. SharePoint Workspace 2010
      1. What Can It Do?
      2. Administrative Concerns
        1. Limiting the Use of SharePoint Workspace
        2. Configuration Items and Concerns
        3. Offline Operations and Security
        4. Synchronizing Large Numbers of Documents
    7. Conclusion
  17. 13. Conclusion