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SharePoint 2010 Disaster Recovery for End Users : Recycle Bins

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5/29/2011 4:44:34 PM
SharePoint 2007 brought integrated Recycle Bins to the platform, and they remain in SharePoint 2010 as a cornerstone of the end user self-service recovery landscape.

How They Work

If you have worked with any version of the Windows operating system since Windows 95, you are probably well acquainted with the concept of a Recycle Bin and its operation. When content is deleted from the file system in Windows, it isn’t immediately deleted from the hard drive or local media where it is located if a Recycle Bin is active for that location. Instead, the deleted content is moved from where it resides to a special system folder.

Recycle bins address the end user problem of unintentionally and accidentally deleted content. If content is accidentally deleted from the Windows file system, you can recover it from the Recycle Bin and put it back into general availability within the file system. Deleted content sits in the Recycle Bin until it is either recovered or deleted (emptied) from the Recycle Bin.

Content that is emptied from the Recycle Bin is permanently deleted. Third-party tools exist that can help with the recovery of content that is permanently deleted from the Windows file system, but no mechanism is built into the operating system to assist in this regard.

Recycling in SharePoint

SharePoint’s Recycle Bin system is conceptually similar to the Recycle Bin that the Windows operating system employs, but there are a handful of noteworthy differences and points worth discussing:

  • SharePoint Recycle Bins are configured at the Web application level. You can configure Recycle Bin settings for each Web application in your SharePoint farm through the Web Application General Settings dialog box in the Central Administration site, as shown in Figure 1. By default, each newly created Web application is provisioned with the settings shown in Figure 1, and these settings apply to all site collections that are created within the Web application.

    Figure 1. Recycle Bin settings for a Web application.
  • The SharePoint Recycle Bin has two configurable stages. As shown in Figure 1, SharePoint’s Recycle Bin system actually has two separate stages. When a user deletes an item, a document, or some other content from a site collection, the deleted item is moved into the first stage Recycle Bin. The first stage Recycle Bin is an area from which end users can recover their own documents; it is basically the equivalent of their own personal Recycle Bin. If a user then deletes an item from the first stage Recycle Bin, the item is actually moved from the first stage Recycle Bin to the second stage Recycle Bin. Only site collection administrators can recover items from the second stage Recycle Bin. When items have been deleted from the second stage Recycle Bin, they are permanently deleted. By default, both the first and second stage Recycle Bins are enabled in a Web application, so site collections created in the Web application have first and second stage Recycle Bins available to them.

  • Recycle Bin contents can be auto-expired. Items in the first and second stage Recycle Bin areas have a lifetime of 30 days by default. After 30 days, these items are permanently deleted regardless of their Recycle Bin stage. This means that items in the first stage of the Bin are permanently deleted, as well; there is no promotion or movement of items from the first to the second stage of the Recycle Bin after the expiration period has elapsed, for example. You can adjust the auto-deletion period for items or turn it off entirely for site collections in a Web application using the Web Application General Settings dialog box.

  • The size of the Recycle Bin is configurable. To be more specific, the amount of storage available to the second stage Recycle Bin is configurable. There is no separate storage set aside for items in the first stage Recycle Bin; items count against any maximum storage quota that has been established for a site collection. The second stage Recycle Bin, on the other hand, is allotted an additional amount of storage that is equal to 50 percent of the amount allotted to the site collection by the quota template that is in effect. You can adjust this percentage from 1 percent all the way up to 500 percent. There are no size restrictions on a site collection’s first and second stage Recycle Bins if no quota template is in effect for the site collection.

Configuring Recycle Bins

By default, both Recycle Bin stages are enabled for new site collections that are created in a Web application that utilizes the default Recycle Bin settings. This means that end users automatically gain Recycle Bin protection for their site collections, but the Web application defaults don’t include safeguards to prevent uncontrolled site collection growth. Applying reasonable limits for Recycle Bin usage and site collection growth is relatively easy to do if you have Farm Administrator access within the Central Administration site.

First, you must create a quota template for assignment to the target Web application. The quota template then becomes the basis for the limits that are placed on the size of the first and second stage Recycle Bins on newly created site collections within the Web application.

Second, you must configure the target Web application to use the quota template by default for new site collections when they are created. While the quota template is being assigned, the Web application settings are also adjusted to set desirable Recycle Bin limits for site collections created within the Web application based on values that are specified in the quota template.

Creating a Web Application Quota Template

The example that follows demonstrates how to use Central Administration to create a new quota template called 500MB Maximum Template that restricts site collections that use the template to no more than 500MB, as suggested by its name. You can then use the quota template in the next walk-through titled “Configuring a Web Application’s Recycle Bin Settings.”

Before attempting this walk-through, ensure that you are a member of the SharePoint Farm Administrators group. In addition, make sure that you are logged into a computer that can access the SharePoint Central Administration site. This is often your own workstation, but in some highly secure environments, access to the Central Administration site may be restricted to only a select group of servers and workstations.

  1. Open a browser and navigate to the Central Administration site. This example uses a fictitious SharePoint 2010 Server farm with a Central Administration site URL of http://spdev:18080. If you intend to follow along in your own environment, simply substitute your farm’s Central Administration site URL where appropriate.

  2. Depending on the configuration of both the SharePoint farm and your client browser, you may be prompted to log into the Central Administration site. If you are so prompted, supply both your username and password. In most cases, your username and password are your domain login credentials.

  3. When the Central Administration site loads, navigate to the Application Management page, as shown in Figure 2. You do this by clicking the Application Management link in the Quick Launch menu along the left side of the page. Alternatively, you can click the Application Management link in the top-left region of the main zone on the page.

    Figure 2. The Application Management page in Central Administration.
  4. Click the Specify Quota Templates link. It is the fourth link under the Site Collections section in the main zone of the page, and it takes you to the Quota Templates page.

  5. Select the option button to Create a New Quota Template, and leave the starting template default value intact so the quota template isn’t based on another quota template. In the New Template Name text box, enter 500MB Maximum Template.

  6. In the Limit Site Storage to a Maximum Of text box, supply a value of 500. This prevents new site collections that are created in a Web application using the quota template from growing beyond 500MB. Ensure that the check box associated with the text box remains checked.

  7. In the Send Warning E-Mail When Site Collection Storage Reaches text box, supply a value of 450 and ensure that the associated check box remains checked. If the site collection grows to 450MB or greater, an e-mail is sent to the primary and secondary (if specified) site collection administrators for the site collection warning that the storage threshold has been crossed.

  8. Leave the Sandboxed Solutions with Code Limits controls intact with their default values.

    Note

    If you intend to execute sandboxed solutions in one or more of the site collections associated with the Web application that a quota template will be applied to, you must specify usage limit point values that are greater than the defaults of zero; however, the use and configuration of sandboxed solutions is beyond the scope of this book.


  9. When you have executed these steps, the settings for the new quota template to be created should appear as in Figure 3. To actually create the quota template, scroll to the bottom of the page and click the OK button.

    Figure 3. The new 500MB Maximum Template quota template.
Configuring a Web Application’s Recycle Bin Settings

With a quota template in hand, you are ready to configure the Web application of your choice. In this example, a fictitious Web application with a URL of http://spdev:18380/ is configured to use the 500MB Maximum Template quota as the default quota template for new site collections that are created within it. The assignment of the quota template permits limits to be set on the amount of storage consumed by new site collections that are created within the Web application. A reduction in the size of the second stage Recycle Bin to a limit of 100MB per new site collection is also carried out in this example.

Before attempting this walk-through, ensure that you are a member of the SharePoint Farm Administrators group. In addition, make sure that you are logged into a computer that can access the SharePoint Central Administration site. This is often your own workstation, but in some highly secure environments, access to the Central Administration site may be restricted to only a select group of servers and workstations.

  1. Repeat steps 1 through 3 in the previous walk-through to arrive at the Application Management page in the Central Administration site.

  2. Click the Manage Web Applications link. It is the first link under the Web Applications section in the main zone of the page, and it takes you to the Web Applications Management page.

  3. If you are new to the Fluent UI, also known as “the ribbon,” Figure 4 may not be familiar to you. Many of the functions that are performed on Web applications are performed through the ribbon once a Web application has been selected. The first step in working with the ribbon is ensuring that it is visible. If you don’t see the ribbon as shown in Figure 4, you probably have the Browse tab selected. Click the Web Applications tab that is circled in Figure 4 to make the ribbon visible.

    Figure 4. Clicking the Web Applications tab to make the ribbon visible.
  4. The Web application of interest in this example is the PublishingTestWeb – 18380 Web application with a URL of http://spdev:18380/. To select the Web application, click on the Web application link shown in Figure 5. Once you have selected the Web application, the links and menus in the ribbon shift from grayed-out and inactive to live and available.

    Figure 5. Selecting the target Web application.
  5. Expand the General Settings drop-down menu in the ribbon, as shown in Figure 6, and select the General Settings menu item. Doing so opens the Web Application General Settings dialog box pictured in Figure 7.

    Figure 6. The Web application General Settings drop-down menu.

    Figure 7. The Web Application General Settings dialog box freshly opened.
  6. The Select Quota Template drop-down selection box appears in the Default Quota Template section, and by default it is set to No Quota. If the last walk-through was completed successfully, the 500MB Maximum Template should appear in the list of available quota templates, as shown in Figure 8. Select it so that new site collections that are created within the Web application are constrained to no more than 500MB by default.

    Figure 8. Selecting the 500MB Maximum Template.

  7. Scroll down to the Recycle Bin section, as shown earlier in Figure 1. Items that are placed in the first stage Recycle Bin count against the maximum storage of 500MB per site collection, but this is not true of the second stage Recycle Bin. The 50 percent additional storage allocation means that deleted items that end up in the second stage (site collection) Recycle Bin could consume up to an additional 250MB of storage. To tighten up the amount of extra space that might be consumed, change the Percent of Live Site Quota for Second Stage Deleted Items value from 50 to 20. Once you make this change, items in the second stage Recycle Bin are then only able to consume up to an additional 100MB of storage (that is, 20 percent of 500MB) on top of the 500MB already allocated per new site collection in the Web application.

  8. Scroll down to the bottom of the Web Application General Settings dialog box and click the OK button to apply the changes made.

Note

If you have been reading carefully, you have probably noticed that quota-related changes to a Web application affect only new site collections that are created within the Web application after a quota template has been assigned. At the same time, it is possible to override the default quota template specified for a Web application during the site collection creation process. This means that individual site collections within a Web application may possess a variety of different quota settings. If you later want to change the quota settings that are applied to an existing site collection, you need to use the Configure Quotas and Locks link on the Application Management page or the Set-SPSite Power-Shell cmdlet with its QuotaTemplate parameter. The Site Collection Quotas and Locks page that appears provides the mechanism you need to alter the quota and alert settings on existing site collections. With PowerShell and Set-SPSite, you can script out a process to update the quota template for multiple site collections in one fell swoop.

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