TSM for SharePoint does not have a disaster recovery solution for SharePoint farms, however the following steps can be used to recover a farm, the SQL Server, or the TSM for MS SharePoint components themselves. These steps include rebuilding the SharePoint environment and then utilizing the platform recovery feature in TSM for Microsoft SharePoint.
This is the detailed documentation of how to perform SharePoint 2010 Farm Level Disaster Recovery.
For this document, we have a prepared a sample farm as detailed below. Please adjust he subsequent process accordingly as per your environment.
1. Began by preparing two VMs on which we’ve installed windows server 2008 SP2 (or windows server 2008 R2.) One VM is for installing a remote SQL Server, the other will host our SharePoint Server 2010 environment.
2. Set the computer name, firewall settings, and IE settings as per standard practices. Added Server Roles required by SQL Server or SharePoint Server 2010 to each respective machine (Pre-installation tools will typically complete this automatically.)
3. Configured the Network ensuring that all default or desired TSM for MS SharePoint communication ports are open.
4. Bound each computer to our test Active Directory server (optional.)
5. Installed/updated Microsoft hot Fixes to prepare VM for Microsoft SharePoint 2010 installation.
6. Installed SQL Server 2008 SP1 or SQL Server 2008 R2 on VM1 and SharePoint 2010 on VM2.
7. Configured a new farm on VM2.
8. Configured the following services to standard operation: Business Data Connectivity Service, Excel Services Application, Managed Metadata Service, PerformancePoint Service Application, Search Service Application, Secure Store Service, User Profile Service Application, SharePoint Foundation Help Search, SharePoint Server Search, FBA, My Site, and InfoPath Forms Services.
Record Environment Information
To complete this process you will need the following information from your specific environment:
o Computer Name of each VM or Server in your environment
o SQL Server Instance Name
o SharePoint Farm Name
o SharePoint Version
Install TSM for MS SharePoint Manager and Agent
Begin by downloading and installing the TSM for MS SharePoint Manager and Agent packages on the respective machines as outlined below.
1. Install TSM for MS SharePoint Manager in VM1, and ensure that the Control Service, Media Service and Web Service are checked during the installation.
2. Install TSM for MS SharePoint Agent in VM1 with at least the Platform Recovery Member Agent checked.
3. Install TSM for MS SharePoint Agent in VM2 with at least the Platform Recovery Control Agent and Platform Recovery Member Agent checked.
Full Farm Backup
For this demonstration, we assume that your farm already has SharePoint content you wish to back up.
1. Launch the TSM for MS SharePoint Manager Web Console. Go to Control Panel > Data Management > Device Manager. Add your desired physical devices, and combine them with a media server to create a Logical Device.
Note: Please ensure that the physical devices are secured, as this will house all of your full farm backup data.
2. Go to Data Protection > Custom Backup Builder > Platform Backup. Select the agent you installed on VM2, or your SharePoint environment, from the Agent Host drop down list.
3. Click the agent name again on the lower left hand window to load the Farm tree.
4. Check the Farm node and select all of the necessary web front end server nodes.
5. Choose the Logical Device that was created under the Logical Device drop down list.
6. Input a Plan Name.
7. Click Save.
8. Click Run Now.
TSM for MS SharePoint System Backup
The TSM for MS SharePoint System backup is used to save all of the TSM for MS SharePoint settings, such as logical device connection profiles and plans that we’re previously run. In a true disaster scenario, restoring TSM for MS SharePoint to its original state will save time and ensure accuracy of the restoration actions the administrator will need to perform.
1. Navigate to Control Panel > Docave System > System Recovery.
2. Input the location where you’d like to store the System Backup data in the Path field.
3. Input a Username and Password that has permissions to the location specified in the Path field.
4. Click Test, this will confirm access to the Path.
5. After a successful test, click Save.
6. Click Run now to back up your TSM for MS SharePoint System settings and profiles.
Restoring TSM for MS SharePoint and SharePoint from the Platform level
Rebuild your Environment
To save system resources and storage costs, TSM for MS SharePoint does not perform ‘bare metal’ restorations. You must provide TSM for MS SharePoint with a similarly structured SharePoint environment to which TSM for MS SharePoint will restore the Farm’s content, components, and settings. As such, please complete the following general steps to prepare your environment for TSM for MS SharePoint Restoration.
1. Prepare the Operating Systems and SQL Servers as per your previous environment
2. Change the computer names, firewall settings, and IE settings to match the previous environment. Add Server Role required by SQL Server or SharePoint Server 2010.
Note: The computer names must be the same as your original computer names.
3. Configure the Network, opening all necessary TSM for MS SharePoint communication ports.
4. Bind both machines to Active Directory (optional.)
5. Install hot Fixes to prepare for Microsoft SharePoint 2010 installation.
6. Install SQL Server 2008 SP1 or SQL Server 2008 R2 on VM1 and SharePoint 2010 on VM2.
Note: The SQL Server Instance name must be the same as the original SQL Server instance.
7. Install TSM for MS SharePoint, as outlined previously.
Restore TSM for MS SharePoint Settings and Profiles by using TSM for MS SharePoint System Recovery
1. Launch the TSM for MS SharePoint V5 Manager Application.
2. Go to Control Panel > DocAve System > System Recovery.
3. On the System Backup page, enter the location of the previous TSM for MS SharePoint System backup data in the Path field. Enter a Username and Password which has at least Read/Write permissions to the path. Click Test.
4. After a successful test, Click Save to save the Backup Destination.
5. Click the System Restore tab, and select the Backup Job which you want to restore. By default, the most recent Backup Job will be checked. Click Restore, and Click Next on the two pop-up message boxes.
6. Once the control service has successfully restored, you will be prompted to re-login to TSM for MS SharePoint to restart, click Ok.
To restore SharePoint Configuration data and complete the Farm configuration
1. Find the SP2010.Platform.Configuration file under location ...\AvePoint\DocAve5\Agent\data\SP2010\Platform.
Edit the file, adding ClearFileSystemCache="true" and add TimerJobTimeOut="1" after it. These two addition should be between XML < > tags Save and close the file. See the following screenshot for the finished result.
Note: You must edit this file on all the agents in your farm.
2. Navigate to Data Protection > Restore Controller > Platform Restore.
3. On the Platform Restore page, choose the Agent installed on the desired SP environment, and click Load Timeline.
4. On the Timeline, click the backup job you want to restore.
5. Click name under Farm Browser to load the farm nodes.
6. Choose SharePoint Configuration node, this will automatically select the SharePoint Central Administration Content Database as well.
7. If a security manager policy has been put in place, click Advanced Options, and input the Passphrase.
8. Click Go.
9. After the farm configuration restore job has completed, launch the SharePoint 2010 Central Administration site.
Configure specified services by using SharePoint Configuration Wizards
1. Start SharePoint 2010 Timer Service.
2. Go to Application Management > Service Application > Manage Service Applications and delete the service applications WSS_UsageApplication and State Service.
Note: Please make sure Delete data associated with the Service Applications is checked.
3. Launch the Farm Configuration Wizard, choose a Service Account.
4. Check the State Service and Usage and Health data collection service, click Next.
5. When the configuration has completed, go to Application Management > Manage Service Applications, choose Usage and Health data collection and click manage.
6. In the Configure web analytics and heath data collection page, check Enable health data collection, then click OK.
To restore secure store service application
1. Go to Central Administration > Manage services on server and stop the Secure Store Service.
2. Return to TSM for MS SharePoint and restore the Secure Store Service (SSS) application and proxy node via Platform Recovery.
3. Start Secure Store Service after the service application and proxy restore job is completed.
4. Go to the manage page of Secure Store Service, you will get the message "Unable to obtain master key", click Generate New Key.
5. Input a new Passphrase, click OK.
To restore SharePoint Foundation Help Search
1. Launch SharePoint 2010 Management Shell, enter STSADM -o SPsearch -action stop.
2. Type Y for Yes to delete all data.
3. Return to TSM for MS SharePoint, and restore the SharePoint Foundation Help Search node.
To restore Search Service Application
1. In TSM for MS SharePoint, restore the Search Service Application (SSA) Database. Choose search service application under Shared Services node, and check Restore Database Only under Advanced Options, click Go.
2. Navigate to Manage Service Applications, delete search service application in Central Administration.
3. Launch SharePoint 2010 Management Shell, enter STSADM -o Osearch -action stop. Type Y for Yes on delete all data.
4. Restore the Search Service Application under Shared Services node and Search Service Proxy under Shared Services Proxies.
To restore Managed Metadata Service Application
1. In SharePoint Central Admin, navigate to Manage Services on Server, stop the Managed Metadata Web Service.
2. Restore the Managed Metadata Service Application and Proxy node.
3. Restart the Managed Metadata Web Service.
To restore Business Data Connectivity Service Application
1. In SharePoint Central Admin, navigate to Manage Services on Server, stop the Business Data Connectivity Service.
2. Go to Application Management, delete the service applications Business Data Connectivity Service.
Note: Please make sure Delete data associated with the Service Applications is checked.
3. Restore the Business Data Connectivity (BDC) Service Application and Proxy node.
4. Restart the Business Data Connectivity Service.
To restore Excel Services Application
1. Restore the Excel Services Application, this application will overwrite the previous application.
To restore InfoPath Service and Template
1. In SharePoint Central Admin, navigate to General Application Settings > Manage Form Templates. Delete all custom InfoPath templates.
2. Restore the InfoPath Form Services node.
To restore PerformancePoint Service Application
1. Restore the PerformancePoint Service Application and Proxy node, this will overwrite the previous application.
To restore SQL FBA
1. To restore the Web Application, select the desired web application node and run the restoration.
2. Next, restore the web.config file. Check the web.config node under the Web Application in Web-Front-End Servers, also check SharePoint Central Administration v4 and Security Token Service. Run the restoration.
3. Finish by restoring the FBA Databases node.
To restore User Profile and My Site
1. In SharePoint Central Admin, go to Application Management, delete the service applications User Profile.
Note: Please make sure Delete data associated with the Service Applicationsis checked.
2. Launch the Farm Configuration Wizard, Check User Profile Service Application, click Next, then finish the User Profile Service Application configuration.
3. Go to Manage services on server, start the User Profile Synchronization Service.
Notes: Make sure the synchronization service is started by going to Services, checking that Forefront Identity Manager Service and Forefront Identity Manager Synchronization Service have been started.
4. Navigate to Manage User Profile page, click Configure Synchronizations connections.
5. Click Create New Connection.
6. Input Connection Name, Type, Forest name, Authentication Provider Type, Account name, Password, Confirm password.
7. Click Populate Containers.
8. Click OK.
9. In the Manage Profile Service page, click Start Profile Synchronization, and wait while the synchronization is completed.
10. In the Manage Profile Service page, Click Setup My Sites.
11. In the My Site Settings page, input the My Site Host Location, and Location. Please make sure the values are the same as the original farm's my site host location and personal site location.
12. Restore the My Site Application.
Note: TSM for MS SharePoint V5 does not support the backup and restore of User Profile Service Application.
To restore SharePoint Foundation Web Application
Restore the SharePoint Foundation Web Application node. This will overwrite any previous applications.
You have successfully completed a full farm restoration. More detailed explanations of options and comprehensive instructions can be found in the TSM for MS SharePoint User Guide.