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Prepare to back up and restore a farm (Windows SharePoint Services 3.0)

  • Article

Applies To: Windows SharePoint Services 3.0

 

Topic Last Modified: 2008-07-21

Before you back up data, you must create a shared folder on the network in which the data will be stored. You also must ensure that the accounts needed to perform a backup have access to the shared folder. This article and the procedures that follow cover preliminary considerations and the steps that you must take before you back up your data.

Preparation is the key to ensuring that you are backing up and can recover the data that will be needed should a failure occur. Before backing up your deployment, review your backup and recovery plan. Consider the following key activities:

  • When you deploy Windows SharePoint Services 3.0, keep a record of the accounts that you create, and the computer names, passwords, and setup options that you choose. Keep this information in a safe place.

  • Always keep a copy of all recovery materials, documents, and database and transaction log backups at an offsite location.
    For more information about planning for backup and recovery, see Plan for backup and recovery (Windows SharePoint Services).

  • Be certain that your system has adequate space to accommodate your backup. For more information about planning storage capacity, see Planning for Storage.

  • Periodically perform a trial data recovery operation to verify that your files are properly backed up. A trial data recovery can uncover hardware problems that do not show up with software verifications.

  • To safeguard against loss from a catastrophic event, such as a fire or earthquake, maintain duplicate copies of your server backups in a separate location from the servers. Doing so can help protect you against the loss of critical data. As a best practice, keep three copies of the backup media, and keep at least one copy offsite in a properly controlled environment.

The following restrictions and exceptions may apply when backing up or restoring the SharePoint Products and Technologies server farm:

  • SharePoint Products and Technologies built-in tools might not back up or restore the following:

  • Site collection backup and recovery does not support migrating a Central Administration site to a non–Central Administration site.

  • The SQL Server VSS Writer service, which is available with Microsoft SQL Server 2005 database software, must be started for the Windows SharePoint Services VSS Writer service to work properly. By default, the Windows SharePoint Services VSS Writer service is not automatically started.

  • If you want to move the backups that you created by using SharePoint Products and Technologies to another location, be sure to copy and move the entire backup folder and not the individual backup folders under this folder.

  • If you want to schedule backups, you can use the Windows Task Scheduler to run them by using the Stsadm command-line tool.

    Important

    Do not modify the spbackup.xml file. Doing so can corrupt your backup or restored farm and make it unrecoverable.

  • You cannot use a backup made from one version to restore to another version. To do this, use the upgrade process. For information about upgrading, see the following articles:

  • If you use Central Administration to back up, you cannot use other methods to restore, such as Microsoft SQL Server 2005 tools.

  • If you perform a backup while any task that creates or deletes databases is running, these changes might not be included in the backup.

  • You should maintain a separate backup of all your custom solutions.

  • You must make sure that the Windows SharePoint Services Administration service is started on all farm servers before running a backup. This service is not started by default on stand-alone installations.

  • SQL Server 2005 does not support performing a backup to mapped drives, shares that end in "$" on remote computers, or IP addresses.

Task Requirements

The following components are required to perform the procedures for this task:

  • Windows SharePoint Services 3.0 must be installed. For more information about installing Windows SharePoint Services 3.0, see Deploy Windows SharePoint Services 3.0 in a server farm environment.

  • The accounts listed in the following table must be enabled to do backup and recovery.

    Account Description

    SQL Server service account (MSSQLSERVER)

    If the Local System account is used for this service account, and if the shared folder is on another computer, you must give the computer that is running SQL Server Change and Read permissions to the shared folder. Alternatively, you can specify a domain user account and give that account permissions to the shared folder.

    A local administrator's account

    To perform backup and recovery by using the Stsadm command-line tool, you must be logged on as a member of the Administrators group on the computer that holds the Stsadm command-line tool.

    The SharePoint Central Administration application pool identity account in Internet Information Services (IIS)

    This application pool identity account is required to do backup and recovery when you use Central Administration. Therefore, the security account for this application pool must have Change and Read permissions to the shared folder that contains the backup data.

  • If you have changed the farm account, before you back up, you must grant the new account the correct permissions to the shared folder that will contain your backup data.

  • If you are backing up by using Central Administration, the database server's SQL account, the Timer service account, and the Central Administration application pool identity account must have Write permissions to the backup locations. If you are using the Stsadm command-line tool, the account that you use to log on must have Write permissions to the backup locations.

  • The database server and farm server being backed up must be able to connect to one another.

To create a shared folder on the network

Use this procedure to create a shared folder on the network that can receive and hold backed-up data. You can also use this shared folder when you restore data. If you already have a shared folder that serves this purpose, you do not need to perform this procedure. By performing the following procedure, you ensure that you can access the shared folder from the computer that runs Microsoft SQL Server 2005 database software and from the computer that hosts the SharePoint Central Administration Web site.

Important

Membership in the Administrators group on the computer on which the shared folder is located is the minimum requirement to complete this procedure.

Create a shared folder on the network

  1. If you create the shared folder on a computer other than the one running SQL Server, ensure that the service account for SQL Server (MSSQLSERVER) is using a domain user account. For information about accounts in SQL Server, see the following resources:

  2. On the server on which you want to store your backup data, create a shared folder.

  3. On the Sharing tab of the Properties dialog box, click Permissions, and then add the following accounts:

    • SQL Server service account (MSSQLSERVER)

    • The SharePoint Central Administration application pool identity account.

  4. Select Allow for the Change and Read permissions and then click OK.

  5. On the Security tab of the Properties dialog box, grant all the permissions except Full Control to the accounts listed in step 3, and then click OK.

Preparing to restore

You should be aware of the following before begin to restore:

Important

Although the configuration database and the Central Administration content database can be backed up, restoring backups of the configuration database and the Central Administration content database taken from a running farm by using the tools built in to SharePoint Products and Technologies or SQL Server is not supported.

This is because data in these databases may not be synchronized with data in other Office SharePoint Server 2007 or Windows SharePoint Services 3.0 databases. Therefore, the tools built in to SharePoint Products and Technologies do not recover these databases during a farm-level restore operation.

If this data is not synchronized, users might experience various random errors. For more information, see Microsoft Knowledge Base article 948725: Restoration of the configuration database is not supported in SharePoint Server 2007 and in Windows SharePoint Services 3.0 (https://go.microsoft.com/fwlink/?LinkId=117755&clcid=0x409).

You can recover a farm, including the configuration database and the Central Administration content database, in the following ways:

If the configuration database and the Central Administration content databases of a farm become unsynchronized, you must re-create both databases by using the SharePoint Products and Technologies Configuration Wizard or Psconfig command-line tool.

To protect the configuration database and the Central Administration content database:

  • Windows SharePoint Services 3.0 does not support a backup made from one version to be restored to another version of Windows SharePoint Services 3.0. To do this, use the upgrade process.

  • You must make sure that the Windows SharePoint Services Administration service is started on all farm servers before restoring. This service is not started by default on stand-alone installations.

  • If you are restoring by using the SharePoint Central Administration Web site, the database server's SQL account, the Timer service account, and the Central Administration application pool account must have Read permissions to the backup locations.

  • If you are using the Stsadm command-line tool, the account you logged on with must have Read permissions to the backup locations.

  • If you are restoring or migrating search services and indexes to a new installation, make sure the search service is running before performing the restore.

  • If you are restoring or migrating Help Search service and indexes to a new installation, make sure the Help Search service is running before performing the restore.

  • After restoration, search might take up to 15 minutes to be available again.

  • Make sure that the synchronization service is paused before restoring any Web Applications.

  • You cannot perform more than one restore from the same backup at the same time.

See Also

Concepts

Back up and restore the entire farm (Windows SharePoint Services 3.0 technology)
Back up a farm by using built-in tools (Windows SharePoint Services 3.0)
Restore a farm by using built-in tools (Windows SharePoint Services 3.0)
Back up a farm by using SQL Server Tools (Windows SharePoint Services 3.0)
Restore a farm by using SQL Server Tools (Windows SharePoint Services 3.0)
Back up and restore a farm by using DPM (Windows SharePoint Services 3.0)
Restore a farm after a configuration database problem (Windows SharePoint Services)