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SQL Server 2008 High Availability : Log Shipping (part 1) - How to Configure Log Shipping

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6/16/2011 4:15:42 PM
Originally introduced as a supported feature with SQL Server 2005, log shipping is an available HA feature in every SQL Server edition except Express. Log shipping creates a secondary copy of the primary database by taking a transaction log backup from the primary database and copying it to a secondary database. The transaction log copy process needs to occur regularly to keep the secondary database synchronized with its primary source in case a disaster occurs and it is needed. One advantage of log shipping is that once the backup of the transaction log is created in the primary database instance, the remainder of the process occurs in the secondary database instance, allowing the primary instance to return to normal activities.

The Server Components of Log Shipping

Log shipping requires at least two servers—a primary and a secondary—and allows the use of an optional third server to monitor the log-shipping operation.

  • Primary. This is the database you want to back up to a SQL Server instance on a separate server. All configuration of the log-shipping process must occur on this server. You must back up the primary database using the Full or Bulk-Logged recovery models for the backups to be used with log shipping; log shipping is not available when the target database uses the Simple recovery model. A target database can have only one primary server, but you can ship its logs to multiple secondary servers for redundancy.

  • Secondary. This is the database that functions as a separate backup copy of your primary database. You must initially restore the secondary database from a full backup of the primary database using either the Restore with No Recovery or Restore with Standby options before you can update it with transaction logs via log shipping. A single secondary server can host multiple databases backed up via log shipping.

  • Monitor. This server lives up to its name by tracking all the activities of the log-shipping process, such as transaction log backup dates, secondary server transaction log copy and restore dates, and information on any failures or errors that may occur. A monitor server is not required to use log shipping, but if you do decide to use it, you should host it somewhere other than your primary or secondary server. A single monitor server can track multiple log-shipping configurations.

Log-Shipping Jobs

SQL Server executes four distinct SQL Server Agent jobs as part of the log-shipping process:

  • Backup. The SQL Server Agent executes this job on the primary server to back up the target database, log the action to the local server (as well as the monitor server), and clean up any old backup files or logs created by previous iterations of the job. This job kicks off the log-shipping process; when it is finished, SQL Server initiates a Copy job on the secondary server and returns the target database to normal processing. By default, Backup is configured to run every 2 minutes, but you can configure it to run more or less frequently based on your requirements.

  • Copy. The SQL Server Agent executes this job on the secondary server to copy the transaction log backup from the primary server to the secondary server. Its actions are logged on the secondary server and reported to the monitor server, and then it deletes any old backup files or logs.

    A Warning About the Size of Your Transaction Log Files

    Be careful to monitor the size of any database and its transaction logs if you are using log shipping. As these files grow, so does the amount of data that you need to send over the network from your primary server to the secondary server. The larger the transaction log, the longer it takes for it to be copied from the primary to the secondary and the more bandwidth that is being tied up over your network.

    The good news is that solutions are available to make the transfer of large log files more efficient and better performing. Compressing transaction log backups, a feature now available in SQL Server 2008 , can reduce the size of the files that are sent over the network. Other methods are also available to improve the act of copying the files from point A to point B, such as the Windows Distributed File System with Active Directory Domain Services, which can increase the throughput of the copy activity.


  • Restore. The SQL Server Agent executes this job to restore the copied transaction log to the secondary database and bring it in line with the content of the primary target database. Its actions are logged on the secondary server and reported to the monitor server; then it deletes any old files or logs associated with the job.

  • Alert. If a monitor server is configured for the log-shipping process, this job is created on the monitor server and shared by all servers using the monitor server. The SQL Server Agent executes this job to raise alerts when any job within the log-shipping process fails to run successfully to completion. Additional configuration must be completed for SQL Server to deliver these alerts to an operator. If a monitor is not configured, alert jobs must be configured individually on the primary and secondary servers to report the result of the jobs run on each server.

How to Configure Log Shipping

Your environment must meet the following requirements to enable log shipping for one or more of your SQL Server databases:

  • Servers. In addition to the server hosting your primary SQL Server database instance, you must have a second database instance hosting on a separate server to function as the secondary server. A third monitor server is optional.

  • File share. A network file share must be available to store the backed up transaction logs. Microsoft recommends, but does not require, that this file share be located somewhere other than your primary or secondary server in the interest of enhanced availability for your data.

  • SQL Server license. All servers participating in the log-shipping process must be running one of the following versions of SQL Server: Server 2008 or 2008 R2 Workgroup Edition, Server 2008 or 2008 R2 Web Edition, SQL Server 2008 or 2008 R2 Standard Edition, SQL Server 2008 or 2008 R2 Datacenter Edition, or SQL Server 2008 or 2008 R2 Enterprise Edition. Log shipping is not available with SQL Server Express Edition.

  • Case sensitivity. All servers participating in the log-shipping process must have the same SQL Server case sensitivity configuration.

  • Recovery model. You must back up the database targeted for log shipping using the Full or Bulk-Logged recovery models.

  • SQL Server Agent. The SQL Server agent service must be running on each server for the associated jobs to execute. In most cases this service is active by default, but if it is not running, the log-shipping process is not fully functional.

The following steps provide an example of how to enable and configure SQL Server log shipping with a primary and secondary server:

1.
Open SQL Server Management Studio and right-click on the database you are targeting for log shipping. Select the Properties item from the menu.

2.
When the Database Properties dialog box opens (see Figure 1), click the Transaction Log Shipping link in the left pane.

Figure 1. The General page of the Database Properties dialog box for a selected database in SQL Server Management Studio.

3.
This action opens the Transaction Log Shipping page (see Figure 2) with most of its options disabled. Click the Enable This as a Primary Database in a Log Shipping Configuration check box to enable the other fields, buttons, and items in the page.

Figure 2. The Transaction Log Shipping page of the Database Properties dialog box.

4.
To open the Transaction Log Backup Settings dialog box (see Figure 3), click the now enabled Backup Settings button.

Figure 3. The Transaction Log Backup Settings window allows you to set the storage location of the transaction log backups, manage the deletion schedule for those backups, and set operator alerts in the case of errors.

5.
In the Network Path to Backup Folder text box, enter the Universal Naming Convention (UNC) path for the network share you have designated as the storage location for the backed up transaction logs. If you have chosen to use a local folder on the primary server, leave this field blank and enter the path to that directory in the If the Backup Folder Is Located on the Primary Server, Type a Local Path to the Folder text box.

Note

Regardless of its location, the primary server’s SQL Server service account must have read and write privileges for the directory provided. In addition, the secondary server’s SQL Server Agent service account must have read privileges in the directory.

6.
Configure the Delete Files Older Than and Alert if No Backup Occurs Within fields according to the needs and requirements of your system. The first field helps to keep your transaction log backups from overwhelming your storage system, whereas the second warns your database’s operators if its transaction logs are not being backed up on a regular basis.

Tip

Be careful not to set too small of an interval on the deletion of your backup files, or they may be deleted before the log-shipping Copy job can create a copy of the files on the secondary server.

7.
In the Backup Job section, you have the option of renaming the job used to back up the target database if the default name provided is not sufficiently descriptive. More importantly, clicking the Schedule button opens the Job Schedule Properties dialog box (see Figure 4), allowing you to configure how frequently the database’s transaction logs are backed up and sent to the secondary server. You can modify the various schedule settings for the backup in this window; be sure to closely review the Summary text field to confirm that the settings match your preferred schedule before clicking the OK button to save your changes.

Figure 4. The Job Schedule Properties window.

Tip

As with any other scheduled activity within your farm, such as SharePoint backups, search crawls, or other regular activities, be careful about when you decide to have the transaction logs backed up and shipped to the secondary server. These processes could incur some (if not considerable) overhead for your environment and have the potential to impact the experience for your end users, especially if there are other resource-intensive activities running at the same time. It may be difficult, but at a minimum you need to be aware of the possibility for contention with these and other scheduled activities.

8.
To save your changes to the Transaction Logs Backup Settings, click the OK button. This returns you to the Transaction Log Shipping page of the database’s Properties window.

9.
Now that you have configured the backup of the primary database’s transaction logs, click the Add button in the Secondary Databases section to select a secondary server to receive the backed up logs.

Note

You must enter a storage location for the transaction log’s backups in step 5 for the Add button to be enabled.

10.
This opens the Secondary Database Settings dialog box (see Figure 5). By default, most of the items are disabled when this dialog box first opens; you must connect to the secondary server to be able to modify them. Click the Connect button to open a SQL Server login screen, and enter the connection data for the secondary server’s database instance to proceed.

Figure 5. The Secondary Database Settings dialog box prior to connection to the secondary server.

11.
The Initialize Secondary Database tab is now enabled, allowing you to select whether you want the secondary database initialized by a fresh full database created by the log-shipping process, by an existing full backup that has already been taken, or to inform SQL Server that the database has already been initialized. Select the option button next to the correct option for your system, configure any necessary Restore Options, and then click the Copy Files tab.

12.
In the Copy Files tab (see Figure 6), you must provide a destination directory on the secondary server for the transaction log backup files copied from the primary server. (The window’s OK button is not enabled until you enter a value in this field.) You can also configure how long these log files are retained, when operators should be alerted in case of an outage, and the schedule by which the log files are copied from the primary server to the secondary server. After you have completed the Copy Files configuration, click the Restore Transaction Log tab to continue.

Figure 6. The Copy Files tab of the Secondary Database Settings dialog box.

Tip

The schedule for copying files to the secondary server should match the schedule for transaction log backups as closely as possible. Copying the files with a greater frequency can result in the same data being copied multiple times, whereas a lesser frequency can result in the loss of transaction data if backups are overwritten or deleted before they can be copied.

13.
In the Restore Transaction Log tab (see Figure 7), you must select the state that the database is in while restoring backups. The No Recovery Mode option is selected by default, but you can also opt to place the database in Standby Mode. The tab also allows you to delay a restore, alert an operator if a restore cannot be run, and change the schedule for restore operations.

Figure 7. The Restore Transaction Log tab of the Secondary Database Settings window.

14.
After you have completed your Secondary Database Settings configurations, click the OK button to return to the Database Properties dialog box.

15.
If you want to configure a monitor server for the log-shipping process, select the Use a Monitor Server Instance check box in the Monitor Server Instance section. This enables the Settings button in that section; click it to open the Log Shipping Monitor Settings dialog box (see Figure 8.).

Figure 8. The Log Shipping Monitor Settings dialog box.

16.
When the Log Shipping Monitor Settings dialog box opens, click the Connect button to open a SQL Server login screen and enter the connection data for the monitor server’s database instance to proceed. In this dialog box, you can also configure which account is used to connect to the monitor server, how long the monitor server retains history data, and when alert jobs are scheduled to run. After you have completed your configuration, click the OK button to return to the Database Properties dialog box.

17.
After you have completed the log-shipping configuration for the database, click the OK button in the Database Properties dialog box to commit your changes.

18.
To verify that the log-shipping configuration was completed successfully, review the status of the SQL Agent jobs on each server and confirm that they are running as expected and without error.
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