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Windows Small Business Server 2011 : Creating a Backup Strategy

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6/21/2013 9:45:38 PM

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 And Server Storage page in the Windows SBS Console.

Figure 1. The Backup And Server Storage page in the Windows SBS Console.

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.

Using a Redundant Medium

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.

Using Online Backup

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.

Selecting Backup Targets

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:

  • How much data is there to back up?

  • Where is the data stored?

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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