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02.22.2008 at 10:38AM PST, ID: 23185385
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Detailed Disaster Backup / Recovery for Sharepoint / MOSS 2007

Tags: Microsoft, Sharepoint, 2007, MOSS
I have been trying to do a complete farm disaster recovery restore of a single sharepoint 2007 server with a seperate SQL 2005 backend.  I keep running into error after error when it comes to restoring the data and I have not been able to find a detailed stepped description on how to recover an entire farm to a new sharepoint server with a new sql backend server that works for at least me.

Most of my questions and where documents seem to fall short is exactly what do you need to recreate and when on the new server.  Which steps can I do after I restore and which do I need to do before you restore of the farm through the console.  What databases will restore and which ones will not.  Here is what I have done:

Have MOSS 2007 (currently not service packed but I can if it makes it easier or if it changes the process sicne I will apply the WSS and Sharepoint SPs) running on a standalone server with all the services running on the same box.  It is connected to a SQL 2005 box.  I have all three websites mysite, sspadmin, and portal running on port 80 using host headers.  They are all running in their own application pool.

Installed sharepoint on a new server as a complete install with the database on a new SQL server.  Can get into the console fine.

I have a full backup using the method described in the link below which basically runs "stsadm -o backup -directory -backupmethod full"
http://blogs.threewill.com/implementingsharepoint/Lists/Posts/Post.aspx?ID=2

I have made sure that SQL service account and sharepoint has access to the backup files.

Run the restore from the operations page of sharepoint console.  Choose the backup location and select to restore the entire farm.  Choose new configuration and type in new SQL server name and new index server name as well as the passwords for all the accounts listed.  Most databases seems to restore the new SQL server fine.  It always fails on restoring the sharedservices.  It fails on the website creation and content database restore (cannot attach database to web application) which make sense if it can not create the sspadmin website.  This of course make the shared search index restore fail.  

What I and I beleive other new sharepoint users need is an ordered step by step way to succesfully restore and entire farm for disaster recovery (or even to use to recover an individual website) incuding what needs to be recreated.  I have seen some posts recommending to recreate sharedservices.  If this is the case do I simply uncheck those from what will be restored and manaully recreate all the settings within? I have been unable to find this both here, MS, or the gazillions of blogs out there which mostly cater to expereinced sharepoint admins.  Doesnt mean one is not out there, but I have not found it yet.

Thanks
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Question Stats
Zone: OS
Question Asked By: questinc
Solution Provided By: questinc
Participating Experts: 3
Solution Grade: B
Views: 279
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02.23.2008 at 12:37AM PST, ID: 20964173

Rank: Wizard

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02.23.2008 at 10:28AM PST, ID: 20965999

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02.23.2008 at 07:32PM PST, ID: 20968277

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03.14.2008 at 02:04PM PDT, ID: 21129547

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03.14.2008 at 06:00PM PDT, ID: 21130871

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03.15.2008 at 06:54AM PDT, ID: 21132528

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03.15.2008 at 10:10AM PDT, ID: 21133432

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03.16.2008 at 06:47AM PDT, ID: 21136918

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03.18.2008 at 04:13AM PDT, ID: 21149736

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02.23.2008 at 12:37AM PST, ID: 20964173

Rank: Wizard

I've been putting thought and effort into this.  Here is the conclusion I've come to.  Restoring the complete farm does not work.  Restoring all of the configuration settings does not work.

Currently I am backing up all non-Administration content databases.  I'm also backing up all sites using stsadm and finally I'm backing up the shared service databases (not content or search).  Manually we've recorded all managed properties and backed up all BDC definition files.

So roughly here is what I think needs to be done:

1) Prepare SQL Server(s if clustered)
2) Prepare Farm Servers (do not install MOSS 2007, but install all service packs & updates)
3) Install full MOSS 2007 on first (or only) server that will host the administration site
4) Run configuration wizard on first installation
5) Execute all 'New' installation steps up until the point of creating the first SSP
6) Restore the SSP(s) using the database backups
7) If the BDC's were not restored reimport them (sometimes it works, sometimes it doesn't)
8) Restore any missing configuration settings including managed properties
9) Restore all non-administration web applications
10) Double check permissions and all configuration settings
11) Rerun crawl

I don't have more details than that because I still haven't completed a full restore.  However, I'm convinced that is what will work.
 
02.23.2008 at 10:28AM PST, ID: 20965999
Wow... how depressing that would be if a full restore simply does not work.  Everything but the ssp seemed to restore.  Are you still testing?  If so post back if you get a disaster recovery to work.  If this product is supposed to be a mainstay of corporate life there must be a way to fully restore.
 
02.23.2008 at 07:32PM PST, ID: 20968277

Rank: Wizard

I will definitely post the results.  One of my staff is working on this issue and I hope to have a report in about 2 weeks.  Ping this thread if you don't hear a result by March 10th.

Cheers
 
03.14.2008 at 02:04PM PDT, ID: 21129547
Well after lots of experimenting and a call to Microsoft.  Here are my results.  I have been able to successfully restore the ENTIRE farm to a new server with a new name, a new SQL server, and even change the port numbers or website urls of the web applications.  There are 3 main ways to restore.  Through SharePoint Designer (did not try) through the stsadmin command line (or GUI within the Central Administration website) and through SQL and some recreation.

I originally tried to use the GUI to restore but this ONLY works if your website is pristine.  No changes, no modifications and no port sharing with host headers for the web applications.  Even with the site being pristine the restore of the SSP seemed to always fail.  If you use this method you might get your sites back up but you will have to recreate your SSP.  Not really an option since we all know how bad change management is.

After speaking with MS support the best way to restore a farm is through SQL backups.  Below are the steps that I took and it worked 3 times.

1.  Install SharePoint on the new server.
2.  Run the configuration wizard to connect it to the new SQL server. If you are connecting to the same SQL server delete (I would backup first) the Admin Content and Config databases.  The configuration wizard will recreate these.
3.  Install the same updates and services packs as on the original server.  I did this with SP 2007 SP1.  Make sure you run the configuration updates after the service packs.
4.  Restore your website content databases and your two shared services databases (SharedServices1_DB and SharedServices1_Search_DB for example).  In my case I had only three web applications.  Portal, MySite, and SSPAdmin or 5 databases all together.  Dont worry about the search database. You will have to recrawl your website anyway.  MAKE SURE THE DATABASE NAMES ARE EXACTLY THE SAME AS THEY WERE ORIGINALLY.
5.  Recreate your web applications.  My case they were portal, mysite, sspadmin.  When you create them this is your chance to change a URL or a port number or enter a host header.  When you get to the database name, put in a fake name such as WSS_Portal_DeleteMe.  You will delete this database later.  Do this for all your webapplications.
6.  Next step is to remove the temp database from each web application and attach the real database you restored in step 4.  To do this go to Central Administration -> Application Management -> Content Databases.  Select the web application you would like to change.  Select the database name (for example WSS_Portal_DeleteMe).   Check the box in the next screen to remove content database.  You should now see no database attached to the web application (it also remove it off the sql server).   Select add a content database.  For the database name put the name in EXACTLY as you restored it which should be EXACTLY like it originally was.   Dont worry about the Search Server field since you have not started that service yet.  Do this for all your web applications.  You now have three new web applications attached to your 3 restored content databases.
7.  Start required services on new server.  Go to Central Administration -> Operations -> Services on Server.  Start the Windows SharePoint and Office SharePoint searches. Let it create a new database.
8.  Restore your SSP (these are the other two databases you restored earlier).  Central Admin -> App Management -> Manage this farm's shared services (Click in the Shared Services link on the left!).  Select Restore SSP.   Name the SSP (Can use the same name as before SharedServices1 or change it.  I would leave it so it matches the DB name)  Make sure you select your SSPadmin and MySite web applications your created earlier and your restored database names.  Do I have to mention again to make sure the names are exact!  Select the index server (it is now available since you started the service).  You will get a warning stating you are changing the association of the existing web applications.  Click OK.
9. Install any 3rd party web parts or custom ASPX pages before you try and open the site so it does not mess with any formatting.
10.  Open your SSP website and start a full crawl and user import.  You should notice that all your SSP settings are still there.
11.  Since you did not restore the Sharepoint_AdminContent database you will have recreate things like smtp server names.  These are all easy things that can be found off the main Central Admin Page.  You should even go through the steps they list and complete each one.
You should now have a fully functioning SharePoint site on a new server with a new sql server.  

So, what am I backing up?  I am taking SQL backups of all the databases I listed above as well as all the 3rd party web parts and customizations to things installed in the 12 folder. You could back up that entire folder if you like since it is not very big.

I hope this helps someone out there since I was stuck!
Cheers,
John

Accepted Solution
 
03.14.2008 at 06:00PM PDT, ID: 21130871

Rank: Wizard

Hmm, my approach is working about the same but I have successfully restored the sites from backups with stsadm.  Basically the only difference between my approach and yours is that you are using database backups and I'm using stsadm.  However, I might try your approach as an experiment.  Cheers
 
03.15.2008 at 06:54AM PDT, ID: 21132528
I was not trying to restore individual sites but the entire farm.  SSP always failed when I did not use the method above. That is why I was told the SQL restore method was preferred.  It even failed when MS did it on the support call.  It takes a little bit longer, but from start to end it only took me about 40 minutes to get the site up and running.
 
03.15.2008 at 10:10AM PDT, ID: 21133432

Rank: Wizard

Ah, my comment wasn't clear.  I was talking about restoring the entire farm as well.  By sites I actually meant web applications.  As I said, I had more luck with the backups from stsadm for the site collections and web applications.
 
03.16.2008 at 06:47AM PDT, ID: 21136918
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03.18.2008 at 04:13AM PDT, ID: 21149736
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03.22.2008 at 04:30AM PDT, ID: 21185627
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04.23.2008 at 08:38AM PDT, ID: 21421885
I spent close to 20 hours troubleshooting a broken SP install until I ran into your solution. It was different for WSS 3.0 but easily interpreted. The DB portion was the most important. Well done! Saved me lots more useless troubleshooting.
 
 
 
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