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Using SharePoint 2010 Disaster Recovery Tools (part 1) - Versioning, The Two-Stage Recycle Bin, Central Administration

11/26/2012 5:49:10 PM
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SharePoint 2010 provides several tools to assist in backing up and restoring your SharePoint content, and you will use a combination of them for complete protection. Test each tool available to you within your environment and see what combination of tools works best with your disaster recovery plan.

This section discusses the following tools and provides information on how and when to use them.

  • Versioning

  • Two-stage Recycle Bin

  • Central Administration

  • Windows PowerShell

  • STSADM

  • SQL Server

  • Read-only content databases

  • Unattached content databases

1. Versioning

The most common method for restoring corrupted content is achieved with versioning functionality, which is available in all libraries in SharePoint 2010. This functionality is disabled by default, but after enabling it, you can restore a previous version of a document from within that library as shown in Figure 17-1. Versioning is your first line of defense against data corruption and user changes.

Also be aware that if a user has the ability to modify a document, he can also delete it. Versioning does not protect content; it only preserves history by creating copies of content each time it is saved. If a document is deleted, it must be recovered from the Recycle Bin.

Figure 1. Restoring to a previous document using versioning


2. The Two-Stage Recycle Bin

For a user, the deletion of a document can be a disaster. Beginning with Windows SharePoint Services 3.0, Microsoft provided an out-of-the-box Recycle Bin solution that allowed users and administrators to recover deleted items, essentially eliminating the need for a third-party solution. The SharePoint Recycle Bin should be your first choice for restoring deleted files, and it is the easiest of the tools available for recovering content.

Microsoft SharePoint Foundation 2010 includes a two-stage, first-in/first-out Recycle Bin that allows for a second level of retention before content is permanently deleted from the system. By default, after a user deletes an item and then empties their user-level Recycle Bin, the items are retained in the second stage Recycle Bin for 30 days. Security trimming is used to provide each user with their own Recycle Bin view that displays the content that they have deleted from that site. A user can recover any of the following deleted items from the Recycle Bin.

  • Documents

  • List items

  • Lists

  • Document libraries

In addition to the end-user Recycle Bin, site collection administrators have access to a global view of the Recycle Bin (see Figure 2) that includes items deleted by all of the end users and allows the administrator to recover items that have been deleted by other users without affecting the value in the Modified By column. This is useful for those instances in which the original user is unavailable but content needs to be recovered. Also available to administrators is the second-stage Recycle Bin, where documents that have been deleted from the users’ Recycle Bins are stored, so they still can be recovered by a site collection administrator.

Figure 2. A site collection administrator’s second-stage Recycle Bin view


Administrators can access both Recycle Bin views by navigating to the Site Settings page for the top-level site in the site collection and then clicking the Recycle Bin link in the Site Collection Administration section. Only the second-stage Recycle Bin can be configured directly. The first stage can only be modified by the global Recycle Bin settings at the Web application level and can be configured within Central Administration. To do this, you would click Application Management, select Manage Web Applications, and then click the name of the Web application you want to modify. Finally, select General Settings from the drop-down menu accessible from the General Settings icon located on the Ribbon, as shown in Figure 3.

Figure 3. Web Application General Settings


By default, both the first and second stages of the user Recycle Bin retain deleted items for 30 days before automatically purging the items. Because this is a global setting, items do not expire to the second-stage bin; they are expunged. The only time an item enters the second stage is when a user or administrator empties the first stage. The second-stage limit is based on a ratio of the site collections storage quota rather than a set period of time. By default, the second stage of your Recycle Bin is limited to 50 percent of your site quota, but you should lower the value of this setting to fit your storage needs. You may think that raising this quota makes sense, but carefully consider before making the value higher, because incorrect stage configurations can waste large volumes of disk space. Figure 4 shows the settings you can modify for the second-stage Recycle Bin.

Figure 4. Second-stage Recycle Bin configuration options


The second-stage bin’s capacity is in addition to the current site collection quota. Therefore, if you were planning for 100-gigabyte (GB) content databases using these default settings, they could reach 150 GB in size if you leave the default size of the second stage set at 50 percent (refer back to Figure 17-4). Also, if you do not enable Site Quotas, there is no limit on the Recycle Bin’s second-stage storage capacity. If this is set in conjunction with clearing the time-based expiration setting, deleted items are retained indefinitely.

Keep in mind that your site collection administrators have the ability to permanently delete objects in site collections. With this in mind, be sure to choose site collection administrators for your critical sites carefully and provide all site collection administrators with adequate training.

If you encounter a shortage of disk space and need to recover some disk storage quickly, you can disable the second-stage Recycle Bin. This will cause all Recycle Bins to be emptied immediately and will release the disk space used by those Recycle Bins. The only way to recover any items that were in the Recycle Bin prior to disabling that functionality, however, is to perform a restore from a database backup or unattached content database.

3. Central Administration

The SharePoint 2010 Central Administration Backup And Restore interface shown in Figure 5 gives you the ability to perform several types of backups and restores, including

  • Entire farm

  • Farm configuration only

  • Service applications

  • Web applications

  • Content databases

  • Site collections

  • Sites

  • Lists and libraries

Figure 5. The Central Administration Backup And Restore interface


This additional functionality removes the burden from your SQL Server administrators and gives the SharePoint administrators more control over the backups of their SharePoint information from farm level down to list or library level. This is also the tool primarily used during the recovery of a database, whereas Windows PowerShell or STSADM are often used to backup SharePoint information because they can be scripted. This is because the Central Administration Backup And Restore interface is used during the recovery of a database, because this action often requires flexibility in performing the proper restore operations, depending on which restore operations need to be performed. Alternatively, Windows PowerShell commands or STSADM are often used to back up SharePoint information because they can be scripted and therefore scheduled to run at specified times.

You can also change the location of the file backups using the Backup And Restore user interface. However, if you need to change this location at a later time, be sure to leave your original backup location available for the length of time required to meet your SLAs. If you need to restore from a previously created backup source, change the location when viewing the Backup And Restore history.


Note:

You cannot perform a differential backup of the entire farm when a new Web application is created. You must perform at least one full backup before you can successfully complete a differential backup, whether you are using the UI or a command-line tool.

 
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