1. Module 12: Planning for and Recovering from Disasters

2. Overview Planning for Disaster Recovery Backing Up Exchange Server 2003 Restoring Exchange Server 2003 Stores Restoring Exchange Server 2003 Servers Discussion: Planning for and Recovering from Disasters Video

3. Lesson: Planning for Disaster Recovery What Are the Risks? Guidelines for Mitigating Risks What Are Disaster Recovery Utilities? Guidelines for Preparing for Disaster Recovery

4. What Are the Risks? Provides the opportunities, cues, and information that allow you to address major risks before they adversely affect the business of your company Risk identification Is the conversion of risk data into risk decision-making information Risk analysis Possible risks: Loss of information Loss of the entire server Loss of a Windows service Loss of supporting services such as network infrastructure Loss of service due to inadequate or improper configuration Loss of information Loss of the entire server Loss of a Windows service Loss of supporting services such as network infrastructure Loss of service due to inadequate or improper configuration

5. Guidelines for Mitigating Risks The impact of running Active Directory and deploying the required hardware solutions and server configurations will have an impact on your ability to recover from disaster Start mitigating risks during the initial Exchange deployment Maintenance procedures help to prevent or minimize disasters such as hardware failures Establish maintenance procedures Ensure that Exchange administrators work closely with Windows 2003 administrators, have appropriate permissions in Active Directory, and have a separate Active Directory forest for joining recovery servers Plan for Active Directory requirements

6. What Are Disaster Recovery Utilities? Utilities to build a crash cart: Windows and Exchange installation software Additional software for the server, such as software for vendor’s hardware, antivirus and backup Documentation on Windows and Exchange version information, backup schedule, and RAID array configuration Application and system logs Emergency phone numbers Relevant knowledge base articles and white papers Windows and Exchange installation software Additional software for the server, such as software for vendor’s hardware, antivirus and backup Documentation on Windows and Exchange version information, backup schedule, and RAID array configuration Application and system logs Emergency phone numbers Relevant knowledge base articles and white papers Is an assembly of items that allow you to debug a server or service that has failed and that cannot be recovered by rebooting Crash cart

7. Guidelines for Preparing for Disaster Recovery Plan for system prerequisites: Plan for logistic issues: Maintain a copy of backup procedures Verify that you have enough capacity on your hard disk Consider the location of your tape drives Consider the impact of circular logging Plan to back up mailbox stores as often as possible Plan to replicate or back up critical public folders Plan to keep a copy of your data backup sets at an offsite location Maintain a copy of backup procedures Verify that you have enough capacity on your hard disk Consider the location of your tape drives Consider the impact of circular logging Plan to back up mailbox stores as often as possible Plan to replicate or back up critical public folders Plan to keep a copy of your data backup sets at an offsite location Install the correct tape drivers Supply each server that you want to back up with an appropriate number of backup tape sets Configure the server to not reboot automatically after a system failure Configure the server to record events and send appropriate alerts Install the correct tape drivers Supply each server that you want to back up with an appropriate number of backup tape sets Configure the server to not reboot automatically after a system failure Configure the server to record events and send appropriate alerts

8. Practice: Planning for Disaster Recovery Review the disaster recovery planning checklist Determine possible solutions and risk mitigation Discuss your solutions with the class Review the disaster recovery planning checklist Determine possible solutions and risk mitigation Discuss your solutions with the class 1 1 2 2 3 3

9. Lesson: Backing Up Exchange Server 2003 Considerations for Choosing Backup Software Types of Data to Back Up Types of Backup Strategies How to Choose a Backup Strategy How to Perform an Online Backup Considerations for Performing an Online Backup How Volume Shadow Copy Service Works with Exchange Server 2003 Guidelines for Backing Up Exchange Clusters How to Recover Full-Text Indexes Guidelines for Verifying That Backups Are Complete

10. Considerations for Choosing Backup Software Selection criteria What to consider? Software Availability of software support for Exchange’s API-based online backups Backup architecture Support for any operating systems Scheduling Ability to schedule backups to achieve the most flexibility Exchange API support Support for API or the Volume Shadow Copy service Exchange writer Tape management Ability to automatically identify the tapes Vendor support Level of technical support and updates Disaster recovery support Ability for complete disaster recovery Hardware support Support for the technologies used in your company

11. Types of Data to Back Up Examples of data to back up: Windows Server 2003 or Windows 2000 operating system software Packaged application software Supporting software User application software Management scripts Exchange 2003 database and log files Exchange 2003 message tracking logs Active Directory data Microsoft Certificate Services SRS databases System state including IIS metabase Cluster quorum Windows Server 2003 or Windows 2000 operating system software Packaged application software Supporting software User application software Management scripts Exchange 2003 database and log files Exchange 2003 message tracking logs Active Directory data Microsoft Certificate Services SRS databases System state including IIS metabase Cluster quorum

12. Types of Backup Strategies Backup strategy Key points Full backup Gets online backups of the database and transaction log files Requires only one tape set to recover all the data Full plus incremental Captures only the data that has changed since the last backup Requires the tape sets from the last full backup and all subsequent incremental backups to recover all the data Full plus differential Copies only the log files that have changed since the last full backup Requires only one tape set to be added before the log files can be written Copy backups Performs the same function as a full backup, except that no file marking is performed Allows recovery of data to the time of the backup Copy plus incremental Allows you to roll forward from any copy backup Preserves all log files on one tape set

13. How to Choose a Backup Strategy Backup strategy Time to perform backup Transaction logs Number of sets required for restore Time to perform recovery Full backup Longest amount of time Are deletedOne backup set Second fastest recovery Full plus incremental Least amount of time Are deleted One full backup set plus each incremental backup set Longest recovery Full plus differential Progressively longer to complete Are not deleted One full backup set plus latest differential set Second longest recovery Copy backups Same as full backup Are not deleted Same as full backup Least amount of time to recover

14. How to Perform an Online Backup To perform an online backup: Start the Windows Server 2003 Backup utility On the Backup tab, browse to the storage group you want to back up Select the check box for the storage group you want to backup Start the Windows Server 2003 Backup utility On the Backup tab, browse to the storage group you want to back up Select the check box for the storage group you want to backup 1 1 2 2 3 3 What happens during an online backup operation? All services continue to run normally The.edb,.stm, and.log files are backed up and checked for corruption The Exchange store is checked for corruption at the file system level All services continue to run normally The.edb,.stm, and.log files are backed up and checked for corruption The Exchange store is checked for corruption at the file system level Practice

15. Considerations for Performing an Offline Backup Why perform an offline backup? Your online backup failed Your backup software does not support online backup APIs Your online backup failed Your backup software does not support online backup APIs Disadvantages of performing an offline backup: You must stop database services All log files are not purged following the backup The database is not checked for corruption during an offline backup You must stop database services All log files are not purged following the backup The database is not checked for corruption during an offline backup

16. Volume Shadow Copy Service Architecture Practice How Volume Shadow Copy Service Works with Exchange Server 2003 Requestor (Backup Application) Requestor (Backup Application) Writer (Exchange) Volume Shadow Copy Service (Windows 2003) Volume Shadow Copy Service (Windows 2003) Provider (Hardware or Software) Provider (Hardware or Software) Disk 2Disk 1Disk 3Disk 4Disk 5

17. Guidelines for Backing Up Exchange Clusters Back up the Exchange databases on your shared disk resources Back up your cluster disk signatures and partitions Back up the quorum disk resources

18. Practice How to Recover Full-Text Indexes Allows users to perform full-text indexing across documents and attachments within messages Full-text indexing To re-index data on your Exchange databases: Select the mailbox stores or public stores for which you want to remove full-text indexes Confirm the path of the index files Delete the contents of the Projects and GatherLogs subfolders Select the mailbox stores or public stores for which you want to re-create full-text indexes Select Start Full Population from the Context menu Make the index available for searching by clients Select the mailbox stores or public stores for which you want to remove full-text indexes Confirm the path of the index files Delete the contents of the Projects and GatherLogs subfolders Select the mailbox stores or public stores for which you want to re-create full-text indexes Select Start Full Population from the Context menu Make the index available for searching by clients 1 1 2 2 3 3 4 4 5 5 6 6

19. Guidelines for Verifying That Backups Are Complete Verify both that the backup occurred and that it ran without error Verify that data has been backed up successfully by restoring that data during a practice restore

20. Lesson: Restoring Exchange Server 2003 Stores Considerations for Choosing a Recovery Strategy How to Perform Test Restores Using a Recovery Server Guidelines for Restoring Exchange Stores How to Restore Exchange Stores Using Windows Server 2003 Backup Methods for Restoring an Offline Backup How to Restore Mailboxes and Messages How to Restore Public Folders Using Windows Server 2003 Backup How to Restore Mailboxes Using Recovery Storage Group and Exmerge

21. Considerations for Choosing a Recovery Strategy Recovery Storage Group An alternate recovery forest Advantages: Allows to test restores and restore procedures in a non-production environment Allows to maintain a test environment Allows to perform restores from shadow copy back-ups Allows to perform restores of public folder Allows to recover mailboxes when the retention period has expired Advantages: Allows to test restores and restore procedures in a non-production environment Allows to maintain a test environment Allows to perform restores from shadow copy back-ups Allows to perform restores of public folder Allows to recover mailboxes when the retention period has expired Advantages: Reduces the impact to your users when a restore is performed Allows easier access to single item or single mailbox restores Advantages: Reduces the impact to your users when a restore is performed Allows easier access to single item or single mailbox restores Limitations: Requires the user’s accounts to still exist in Active Directory Requires enough storage space on the server hosting the storage group Requires the versions of Exchange to match Does not support public folder and Volume Shadow Copy restores Limitations: Requires the user’s accounts to still exist in Active Directory Requires enough storage space on the server hosting the storage group Requires the versions of Exchange to match Does not support public folder and Volume Shadow Copy restores Limitation: Requires additional hardware for an alternate recovery forest Limitation: Requires additional hardware for an alternate recovery forest

22. How to Perform Test Restores Using a Recovery Server Practice Contains the mailbox to recover and identifies Exchange objects in ways that match Exchange 5.5 naming LegacyExchangeDN attribute To restore a mailbox store to a different server: Create an empty store on the restore server and restore over it by using the backup set from your production server Create a user in the restore forest and connect that user to the mailbox that you need to restore Copy the mailbox data to a.pst file Copy the.pst file Create an empty store on the restore server and restore over it by using the backup set from your production server Create a user in the restore forest and connect that user to the mailbox that you need to restore Copy the mailbox data to a.pst file Copy the.pst file 1 1 2 2 3 3 4 4

23. Guidelines for Restoring Exchange Stores Verify that the Exchange Information Store is running Verify that the Exchange store or stores that you want to restore are dismounted Use signature files to prevent accidental replaying of log files

24. Practice How to Restore Exchange Stores Using Windows Server 2003 Backup A restore operation: Replaces the existing database files with the restored database files Copies the log files that are on the tape into a temporary log directory Creates the Restore.env file Checks the log file signature of all temporary log files Replays and applies the restored log files to the database Replays and applies the active storage groups log files to the database Deletes the log files from the temporary log directory Replaces the existing database files with the restored database files Copies the log files that are on the tape into a temporary log directory Creates the Restore.env file Checks the log file signature of all temporary log files Replays and applies the restored log files to the database Replays and applies the active storage groups log files to the database Deletes the log files from the temporary log directory To restore multiple Exchange stores: Restore each backup set from tape to its own temporary log directory Do not select the Last Backup Set check box Run eseutil /cc in each temporary directory that contains restored transaction log files Restore each backup set from tape to its own temporary log directory Do not select the Last Backup Set check box Run eseutil /cc in each temporary directory that contains restored transaction log files 1 1 2 2 3 3

25. Methods for Restoring an Offline Backup Point-in-time restoration method The database is restored but no log files are replayed into the database This method is used when circular logging is enabled on your Exchange server The database is restored but no log files are replayed into the database This method is used when circular logging is enabled on your Exchange server Roll-forward restoration method The database is restored and the log files that were created after the backup are replayed into the database This method is used if you do not have circular logging enabled on your Exchange server The database is restored and the log files that were created after the backup are replayed into the database This method is used if you do not have circular logging enabled on your Exchange server

26. To restore mailboxes: How to Restore Mailboxes and Messages Install the recovery server Install Exchange 2003 on the recovery server Restore the database to an administrative group Name the restore storage group and the restore logical database Create a.pst file, move all data, open the.pst file on the production server, and then move the data back to the appropriate location Install the recovery server Install Exchange 2003 on the recovery server Restore the database to an administrative group Name the restore storage group and the restore logical database Create a.pst file, move all data, open the.pst file on the production server, and then move the data back to the appropriate location 1 1 2 2 3 3 4 4 5 5 To restore messages: Configure Exchange to allow a user to retrieve messages from the Deleted Items folder in Outlook or Outlook Web Access -or- Restore the entire mailbox to a recovery server or Recovery Storage Group, extract the message from the mailbox, and then have the user import the message into their mailbox Configure Exchange to allow a user to retrieve messages from the Deleted Items folder in Outlook or Outlook Web Access -or- Restore the entire mailbox to a recovery server or Recovery Storage Group, extract the message from the mailbox, and then have the user import the message into their mailbox Practice

27. How to Restore Public Folders Using Windows Server 2003 Backup To restore a public folder: Configure a recovery server to restore the public folder store Use Windows Server 2003 Backup to restore the public folder store Log on to the recovery Exchange server with Outlook and copy the public folder to a.pst file Log on to the production server, load the.pst file into your profile, and then copy the folder back to the production server’s public folder tree Configure a recovery server to restore the public folder store Use Windows Server 2003 Backup to restore the public folder store Log on to the recovery Exchange server with Outlook and copy the public folder to a.pst file Log on to the production server, load the.pst file into your profile, and then copy the folder back to the production server’s public folder tree 1 1 2 2 3 3 4 4

28. Practice How to Restore Mailboxes Using Recovery Storage Group and Exmerge To restore mailbox data: Set up the Recovery Storage Group Restore the mailbox database to the Recovery Storage Group Merge the mailbox data from the restored database to the original database Set up the Recovery Storage Group Restore the mailbox database to the Recovery Storage Group Merge the mailbox data from the restored database to the original database 1 1 2 2 3 3 To use Exmerge against the Recovery Storage Group, you must: To use Exmerge against the Recovery Storage Group, you must: Use the Exchange 2003 version of the Exmerge utility Be logged on with an account that has Receive As and Send As permissions Create a Recovery Storage Group on your Exchange server Verify that the original database and mailbox still exist in Active Directory Use the Exchange 2003 version of the Exmerge utility Be logged on with an account that has Receive As and Send As permissions Create a Recovery Storage Group on your Exchange server Verify that the original database and mailbox still exist in Active Directory

29. Lesson: Restoring Exchange Server 2003 Servers How to Restore Clusters How to Restore Active Directory Guidelines for Restoring Exchange Servers How to Restore an Exchange 2003 Member Server

30. How to Restore Clusters To restore a lost cluster quorum: Use the Dumpconfig utility to restore the signature of the quorum disk Restore the System State Run the Clusrest.exe tool Restart the computer Use the Dumpconfig utility to restore the signature of the quorum disk Restore the System State Run the Clusrest.exe tool Restart the computer To restore a single server in a cluster: Remove the lost server node from the cluster Build a new server node for the cluster Rejoin the server node to the cluster Install Exchange on the server node and move resources back to the node Remove the lost server node from the cluster Build a new server node for the cluster Rejoin the server node to the cluster Install Exchange on the server node and move resources back to the node 1 1 2 2 3 3 To restore an Exchange 2003 database shared disk resource: Select the Do not mount at startup check box for databases owned by the Exchange Virtual Servers Restore the Exchange databases Verify that databases are mounted and check the Event log Clear the Do not mount at startup check box for each database that is successfully restored Select the Do not mount at startup check box for databases owned by the Exchange Virtual Servers Restore the Exchange databases Verify that databases are mounted and check the Event log Clear the Do not mount at startup check box for each database that is successfully restored 1 1 2 2 4 4 1 1 2 2 4 4 3 3 4 4 3 3

31. How to Restore Active Directory To restore system state: Start the computer in Directory Services Restore mode Select the Windows Server 2003 installation you are going to recover Specify the Directory Services Restore mode credentials Start Windows Server 2003 Backup On the Restore tab, select the System State check box Select the backup media and the System State to restore Start the computer in Directory Services Restore mode Select the Windows Server 2003 installation you are going to recover Specify the Directory Services Restore mode credentials Start Windows Server 2003 Backup On the Restore tab, select the System State check box Select the backup media and the System State to restore To back up system state: Start Windows Server 2003 Backup from System Tools On the Backup tab, select the System State check box Start Windows Server 2003 Backup from System Tools On the Backup tab, select the System State check box 1 1 2 2 5 5 6 6 1 1 2 2 3 3 4 4

32. Guidelines for Restoring Exchange Servers Perform a full server recovery by re-installing Exchange 2003 Server in Disaster Recovery mode before recovering any Exchange Server 2003 data Prepare to recover an Exchange server by ensuring that the: Replacement hardware is available Windows 2003 and Exchange 2003 Installation CDs are available Full backups of the system drive are available Backups of all Exchange 2003 databases are available Member server objects exist in Active Directory Backup of the domain controller exists, if it is the only domain controller in your domain Recent Windows 2003 system state backup set is available Prepare to recover an Exchange server by ensuring that the: Replacement hardware is available Windows 2003 and Exchange 2003 Installation CDs are available Full backups of the system drive are available Backups of all Exchange 2003 databases are available Member server objects exist in Active Directory Backup of the domain controller exists, if it is the only domain controller in your domain Recent Windows 2003 system state backup set is available

33. How to Restore an Exchange 2003 Member Server To restore a member server: Copy the Exchange 2003 database files to another location Replace any damaged hardware Install Windows Server 2003 on the server Restore the Windows backup set Install any Windows Server 2003 service packs and software updates Install any other applications that run on the server Restore any additional required data backups such as hotfixes, service packs, Exchange 2003 databases, and full-text indexing Copy the Exchange 2003 database files to another location Replace any damaged hardware Install Windows Server 2003 on the server Restore the Windows backup set Install any Windows Server 2003 service packs and software updates Install any other applications that run on the server Restore any additional required data backups such as hotfixes, service packs, Exchange 2003 databases, and full-text indexing 1 1 2 2 3 3 4 4 5 5 6 6 7 7

34. Discussion: Planning for and Recovering from Disasters Read the scenarios Determine possible solutions Discuss your solutions with the class Read the scenarios Determine possible solutions Discuss your solutions with the class 1 1 2 2 3 3

35. Course Evaluation