In a large enterprise network environment, creating an effective
backup strategy can require a huge investment of time, effort, and
money. Backing up a large number of servers typically requires
additional third-party software and an extensive amount of specialized
hardware. For small business networks, however, the task is usually far
less difficult.
The Windows SBS Console in Windows Small Business Server (SBS) 2011 incorporates server backups into the Getting started tasks
list, which you perform after completing the operating system
installation. The Server Storage wizards in the console, which you can
use to move specific data stores to new locations, even check to make
sure that you have performed a backup before they complete their tasks.
The Windows SBS Console also has a Backup And Server Storage page, as shown in Figure 1, which you can use to create and modify a backup job.
The backup interface in the Windows SBS Console provides access to some of the features of the Windows Server Backup program, but not all of them. Designing a backup job consists of the following tasks:
-
Select a backup medium What device will store the backups? -
Select backup targets What data will be backed up? -
Create a backup schedule When will the backups occur? -
Select backup software What program will you use to perform backups?
The console’s backup controls enable you to create and manage a scheduled backup
job that copies the entire system volume, and selected other volumes,
to an external hard drive connected to the server at a time you specify.
The result is basic disaster control, enabling you to restore entire
volumes lost due to drive failure or loss of an entire computer.
Although Windows SBS 2011 includes a backup software program, Windows
Server Backup is relatively limited in its capabilities. Depending on
your needs, you might want to consider using a third-party software
product as part of your backup solution.
The following sections examine the factors listed earlier in more
detail. You should consider these factors when planning a network backup
strategy.
Selecting a Backup Medium
A backup is simply a
copy of your data saved to another storage medium. Any medium can
provide protection again data loss due to a hard drive failure, but to
protect against fire, theft, and other disasters, a removable backup
medium that you can store offsite is preferable. The traditional network
backup medium is magnetic tape, but external hard drives and USB flash
drives are increasingly popular solutions.
There are three factors to consider when evaluating the suitability of a storage medium for use as a backup device:
-
Storage capacity
The ideal capacity for a backup medium is large enough to hold an entire
backup job without having to change media. This enables you to run your
backup jobs unattended, preferably at night or during other offline
hours. This usually rules out DVDs and other optical disks. Magnetic
tape drives are available with capacities of more than 3 terabytes (TB),
or 3,000 gigabytes (GB), but they can be extremely expensive.
Inexpensive, external hard disk drives are available in sizes up to 3
TB, and are increasing in capacity at a rapid pace. -
Data transfer speed
The speed of your backup device might or might not be a major issue,
depending on how much data you have to back up and how much time you
have available to perform your backups. Hard disk drives are generally
the fastest backup solution. There are high-speed magnetic tape drives
available, but again their prices can be prohibitive for small business
use. -
Hardware cost
Price is always a consideration. As a general rule, the price of
high-performance magnetic tape equipment goes steadily up as capacity
and performance levels increase, while the price of hard disk storage
has been going steadily down for years. Prices for high-end tape drives
can easily run into five figures (in U.S. dollars), plus you must
consider the price of the tape cartridges themselves, while external
hard drives are available for as little as US $100 per terabyte.
If you plan to use the Windows Server Backup software included with Windows SBS 2011, selecting a backup medium is less of a problem. The Configure Server Backup Wizard in the Windows SBS Console supports only external hard drives. You can use the Windows Server Backup Console to perform interactive backups to writable optical disks or to network shares, but the software includes no support for magnetic tape drives.
Using External Hard Disk Drives
In addition to the standard hard disk drive unit, identical to the
ones you install inside your computers, an external hard disk consists
only of a case, a power supply, and an interface to your computer. You
can remove the hard disk from the case and install it in a computer if
you want to. You can also purchase an empty external drive housing and
install a hard disk drive you already own into it. External hard disk
drives make excellent backup solutions. They are inexpensive, fast, hold
a lot of data, and disconnect easily from the computer.
External hard drives have been available for many years, but until recently, they were Small Computer System Interface (SCSI)
drives that required a special host adapter in the computer and an
expensive cable. Today, there are three external interfaces that are
suitably fast for hard disk connections. They are listed in Table 1.
Table 1. External Hard Drive Interface Specifications
INTERFACE |
OTHER NAMES |
BANDWIDTH (MB/SEC) |
MAXIMUM CABLE LENGTH (METERS) |
---|
Universal Serial Bus 2.0 |
USB 2.0 |
480 |
5 |
Universal Serial Bus 3.0 |
USB 3.0 |
5,000 |
3 |
IEEE 1394a |
FireWire 400, i.LINK, Lynx |
400 |
4.5 |
IEEE 1394b |
FireWire 800 |
800 |
100 |
External Serial Advanced Technology Attachment |
eSATA 300 |
3000 |
2 |
Virtually all the PCs on the market today include USB ports, and many
have some combination of eSATA and IEEE 1394 ports as well. Computers
with ports on the front of the case are particularly attractive for
backup devices, so that you can remove them easily. All these interfaces
support hot swapping, which enables you to attach and detach devices
without powering down the computer.
Nearly all the external
hard drives on the market support USB, and most have at least one
additional interface, such as eSATA, IEEE 1394b, or IEEE 1394a. Some
products include support for all of the interfaces. Most external hard
drive products use Serial AT Attachment (SATA)
hard drives, with a bridge circuit that enables them to connect to a
USB or IEEE 1394 interface. The eSATA interface eliminates the need for
the bridge, which can enable certain advanced drive technologies to
function as in an internal installation, and provides a far faster
transfer rate. Cable length for eSATA devices is limited to 2 meters,
however.
Although the USB 2.0 specification indicates a better level of
performance than IEEE 1394a, IEEE 1394a devices tend to outperform USB
2.0 ones in real-world implementations, but only marginally. IEEE 1394b
is decidedly faster than USB 2.0, but eSATA can provide substantially
better performance than either. However, USB 2.0 and IEEE 1394a are both
adequate backup solutions for most situations. If your server has an
integrated eSATA port, you would be well to use it, but unless you have a
need for the fastest possible interface, an integrated USB or IEEE 1394
connection is likely to be a more reliable and economical solution than
an after-market eSATA card.
Most external
hard drives have their own power supplies, but there are a few models
that draw power from the USB or IEEE 1394 interface. These latter
devices are generally designed as portable solutions for notebook
computers. For server backups, an independent power supply is
preferable. Apart from these factors, the only other specifications to
consider are those of the hard drive itself. More RPMs and a larger
cache are certainly preferable for a backup solution, but they can add
to the cost of the unit.
Using Magnetic Tape Drives
Magnetic tape has long been the industry standard backup medium.
Tape capacities and transfer speeds have kept pace with hard disk
characteristics over the years; they can store data for years, and the
media cost per gigabyte of storage is relatively low. With magnetic
tape, because the storage medium is separate from the drive mechanism,
there is far less that can go wrong. If you drop a tape cartridge on the
floor, it is probably still usable; not so with a hard disk drive, in
many cases.
Magnetic tape drives are different from the other types of storage
media that computers use, in that they are not random access devices.
You cannot immediately access any file on a tape by moving the drive
heads to a specific location or by accessing a specific memory address,
as you can with other media. With magnetic tape, the drive must spool
through the reel of tape until it locates the desired file, a process
that can take several minutes.
Because of this, you cannot use a magnetic tape drive for anything
other than backups. You can’t mount a tape as a volume and assign it a
drive letter, as you can with other media. Instead, computers use a
special software driver to address the tape drive and send data to it.
When you purchase a backup software product that supports magnetic tape,
you must make sure that it supports the specific magnetic tape drive
you plan to use.
There are a variety of magnetic tape drive technologies available,
with varying tape capacities, transfer speeds, and prices. At one time,
there were relatively low-cost tape systems on the market, intended for
backups of standalone computers and small networks. However, they have
been made almost entirely obsolete by writable optical disks, flash
drives, and external hard drives. Today, the magnetic tape drive market
is concentrated on high-end network backup solutions, using technologies
such as Digital Linear Tape (DLT), Linear Tape-Open (LTO) Ultrium, Advanced Intelligent Tape (AIT), and Digital Data Storage/Digital Audio Tape (DDS/DAT).
In addition, complex hardware devices called autoloaders
can be as large as household refrigerators and house multiple tape
drives and dozens of tape cartridges. These devices can provide fully
automated backup solutions for enormous amounts of data.
The question then is whether a modest magnetic tape solution is
suitable for a small business network. In most cases, the answer is no.
The combination of a magnetic tape drive and its required software
provide far more capability than Windows Server Backup and an external
hard drive, but with prices that start at US $1,000 and climb steeply
into the stratosphere, most small business owners find the cost to be
prohibitive.
As mentioned earlier, one of the requirements for full backup
protection is a removable storage medium that you can take offsite to
protect against fire, theft, and other disasters. If you use magnetic
tape, this is easy. Most tape backup software packages implement a tape
rotation scheme that makes copies of your data to store offsite.
Note
Offsite storage of a
backup medium can refer to anything from a safe deposit box in a bank
vault to a fireproof cabinet in the owner’s home, to the glove
compartment of the IT manager’s car. Obviously, a location that protects
against theft and environmental damage is the preferable solution.
With external hard drives, storing data offsite means removing the
entire device, not just the storage medium. Fortunately, the devices are
not so expensive that it is impractical to purchase more than one, and
Windows Server Backup provides the ability to perform simultaneous
backups to multiple devices. Therefore, if you plan to use external
hard drives for your backup medium, you should purchase at least two, so
that you can create two copies of your data and store one offsite. For
organizations that require a permanent archive of their data, you might
want to purchase a new backup drive each month, perform an additional
backup job, and store those monthly drives offsite.
Online backup—sometimes called remote backup or managed backup—is
a third-party service that enables an organization to back up its data
to a remote site over the Internet. These services typically can provide
many or all of the same features as a high-end backup software product,
with the additional advantage that the consumer is not responsible for
the purchase and maintenance of the backup hardware.
Online backup services provide many additional advantages over onsite solutions, including the following:
-
Data is stored offsite without the need for administrators to manage backup media or transport devices to a storage facility. -
Backup jobs can run completely unattended. -
Storage capacity is virtually unlimited. -
Backup speed is limited only by the speed of your Internet connection. -
Data can be encrypted prior to storage.
There are potential disadvantages to online backup solutions as well, including the following:
-
Many broadband Internet connections are asymmetrical, meaning that
their upstream speeds are slower than their downstream speeds. A
connection that provides adequate downstream bandwidth might not provide
sufficient upstream bandwidth to support backup traffic. -
Data restoration might require special handling from the service
provider and might be considerably slower than restoring from your own
backup media. -
A service provider could go out of business or suffer their own data loss, affecting the availability of your backups. -
Data security is not guaranteed unless you take steps to encrypt it before it leaves your site. -
Online backup is an ongoing expense that never goes away and is likely to increase over time.
Online backup can provide any service that a standalone backup
software package can. The customer typically configures the backup jobs
using a website interface that functions very much like the application
supplied with a backup software product.
A backup target is a
file, folder, or volume that you select to be copied to your backup
device. Two of the most critical questions you should consider when
devising a backup strategy are these:
The amount of data you have to back up dictates how long your backup jobs take and what the capacity
of your backup medium has to be. The location of the data to be backed
up dictates the type of backup software you need.
Windows Server Backup is capable of backing up only the volumes on
the computer running the program. When you create a backup job on your
server using the Configure Server Backup Wizard, you must back up the
entire system volume, and you can select any or all of the other volumes
on the computer as well. For the wizard to create the job, your external hard drive must have sufficient storage space to accommodate all the data on the volumes you select.
Note
BEST PRACTICES To accommodate
the future growth of your data, Microsoft recommends that you use an
external hard drive with 2.5 times the capacity of the data you plan to
back up.
Unlike most third-party backup software products, Windows Server
Backup can back up only entire volumes. If you want to select targets by
choosing individual files and folders, you must use a third-party
software product. Windows Server Backup is also unable to back up data
stored on other computers. Third-party network backup solutions enable
you to select targets from any computer on the network and back them up
to a device connected to your server.
Note
Although Windows Server Backup can back up only entire volumes, you can restore individual files and folders from a backup.
Network administrators often configure their client workstations to
store all data files on a server rather than a local drive. One of the
main reasons for this is to facilitate backups.
If you plan to use Windows Server Backup on your primary Windows SBS
server, you should arrange to store all your network data on that
server. This means redirecting all critical folders from your client
workstations to a server volume so that there is no need to back up the
local drives on your workstations.
Creating a Backup Schedule
Another important question you should ask when planning your backup
strategy is when the backups should occur. Most administrators schedule
backups to run when the network is not in use, such as when the
organization is closed. This is because many backup software programs
are unable to back up files that are open or currently in use.
Windows Server Backup schedules its jobs by adding them to the Task
Scheduler application in Windows. Some third-party backup software
products do this as well, while others have their own schedulers, which
typically run as a service, triggering jobs at the times you specify.
The object of scheduling backups
is to simplify the administrator’s daily role in the process as much as
possible. Once you have created and scheduled your backup jobs, all you
have to do is see to it that the correct medium is available each day.
For magnetic tape users, this means swapping the tapes in the drive on a
daily basis, while external hard drive users have to reconnect their offsite drives.
Selecting Backup Software
Although Windows SBS 2011 includes a backup software program, it has
relatively limited capabilities. As part of your backup strategy
planning process, you should consider whether you need any features that
Windows Server Backup lacks. If you do, look for a backup software
product that does provide them.
Using Windows Server Backup
The Windows operating systems have long included a backup software
program, but Windows Server Backup, the program included with Windows
SBS 2011 and 2008, is different from the previous Windows backup
utilities in many ways. Chief among these differences is the fact that
Windows Server Backup uses a different format for the backup files it
creates. Therefore, you cannot use the Windows Server Backup program in
Windows SBS 2011 to restore files you created with the Windows Server
2003 NTBackup utility.
Tip
If you need to restore files you backed up with the NTBackup utility
from a previous version of Windows, Microsoft offers a restore-only
version of NTBackup. You can download it for free at http://go.microsoft.com/FWLink/?Linkid=82917.
Some of the other differences between Windows Server Backup and previous Windows backup utilities are as follows:
-
Backup media
Windows Server Backup is designed primarily to perform backups to
external hard drives. The program does not include any support for
magnetic tape drives, and can back up to optical disks and network
shares only during interactive jobs, not scheduled ones. -
Volume formatting
When you select an
external hard drive volume as your backup medium, Windows Server Backup
reformats the volume (destroying any data it finds there) and dedicates
it exclusively to backup use. After the reformat, the volume no longer
has a drive letter and no longer appears in Windows Explorer. -
System volume backup
When you create a backup job through the Windows SBS Console, Windows
Server Backup always backs up the entire system volume, including the
boot files, the registry, the Active Directory Domain Services (AD DS)
database, and other system resources that do not appear as files in
Windows Explorer. -
Target selection
Windows Server Backup creates block-based images of your volumes and
therefore can back up only entire volumes. You cannot include or exclude
individual files or folders, as you can with file-based backup software products. -
Job scheduling
Windows Server Backup can schedule only one backup job, which you can configure to run once or several times per day. -
Job types Windows
Server Backup does not enable you to create incremental, differential,
and full backup jobs on a per-job basis. The scheduled job you create
with the Configure Server Backup Wizard performs incremental backups
by default, to save space on the backup drive, but it does so in a way
that is different from traditional backup software products. -
Backup format
Windows Server Backup creates image-based backup files using the
Microsoft virtual hard disk (VHD) format. This enables you to open the
files in a virtual machine, using the Hyper-V server role included in
Windows Server 2011. -
Application support
Windows Server Backup is capable of backing up and restoring both your
Exchange Server message stores and your SharePoint Foundation database.
The program automatically stops the required services before backing up
these applications and automatically restarts them afterward.
Using Third-Party Backup Software
There are two basic classes for backup software products: those that
are intended for standalone computers and those intended for network
use. The main difference between the two is the ability to use one
computer as a backup server that can back up data from other computers
on the network. For a single-server, small business network, it might
not be worth the additional time and expenses required to purchase and
deploy a full-featured network backup product. If you configure your
workstations to store all their data files on a single Windows SBS
server, you can simply back up that one computer with a standalone
product. If you have to back up other servers or workstation drives,
however, a network backup software product is usually preferable.
Some of the features that differentiate third-party network backup software products from Windows Server Backup are the following:
-
Backup media
Third-party backup products typically provide support for a wider
variety of backup media, including magnetic tape drives, tape
autoloaders, and optical jukeboxes. Because a software product that
supports devices like these must include hardware-specific drivers, be
sure that the product you select supports the device(s) you plan to
purchase. -
Target selection Third-party backup software products usually allow you to select backup targets using a tree display similar to that of the Network
node in Windows Explorer. This enables you to create backup jobs that
include or exclude specific files, folders, or volumes on any network
computer.
Note
The selection of targets in a network backup product is usually keyed
into the product’s software architecture and its licensing. For
example, to back up additional servers and workstations over the network
from a server equipped with a tape drive, you must purchase licenses
for the remote computers and install software agents on them that enable
them to communicate with the backup server.
-
Job scheduling
Third-party backup
software products enable you to create as many interactive or scheduled
backup jobs as you need. Scheduling capabilities typically let you
create jobs that run on a daily, weekly, or monthly basis. -
Job types Most third-party backup software products support incremental and differential backup jobs as well as full backups.
Incremental and differential jobs enable you to back up only the data
that has changed since the last backup. This complicates the restore
process somewhat, but saves space on the backup medium and executes
backups in far less time than full backup jobs.
Note
In a traditional backup software package, a differential backup
is a job that backs up only the files that have changed since the last
full backup. To perform a full restore from differentials, you must
restore the most recent full backup and then the most recent
differential backup. An incremental backup
is a job that backs up only the files that have changed since the last
incremental backup. To perform a full restore from incrementals, you
must restore the most recent full backup and then restore each of the
incrementals you performed since that full backup in the order you
performed them.
-
Cataloging backups
Most third-party
backup software products use a database to maintain a catalog of the
jobs they perform and the files they save to the backup media. If you
use magnetic tape, for example, the catalog enables you to search for a
specific version of a specific file and easily locate the exact tape
containing that file. -
Media rotation
Third-party backup software
products that support magnetic tape drives can usually implement a
media rotation scheme that corresponds to your schedule of backup jobs. A
media rotation scheme specifies the name you should use to label each
tape and tells you which tape to insert in the drive for each daily job.
This enables you to keep track of your tape usage and simplifies the
daily administration of your backup regimen. -
Application support
Many third-party backup software manufacturers produce add-on modules
(at extra cost) that enable their products to back up network
applications and services, such as mail servers and databases, while
they are running. This prevents you from having to shut down critical
services to back them up.
Note
It is generally not possible to back up files that are locked open or
in use. This is particularly true for email stores and databases. There
are various techniques that backup applications use to protect these
resources, such as temporary closure of the application or the use of delta
files that contain changes made to the resource while the backup is
taking place. Some network backup products implement these techniques as
separate add-ons that you must purchase at additional cost.
-
Restoring data
Third-party backup software products that enable you to select
individual files and folders as backup targets also enable you to
restore selected files or folders. This way, you can also use your backups to protect individual files against accidental damage or deletion.
Some of these capabilities are far more than the typical small
business network needs, but for organizations with special security
requirements, they can provide extra protection.
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