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SharePoint and Restoring a SQL Server 2008 Backup

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6/12/2011 9:18:50 AM
Unfortunately, restoring a SharePoint database is not as simple as executing the previous steps to restore your environment. Because SharePoint is constantly accessing, reading from, and updating its databases, you must take certain precautions to avoid inconsistent or corrupted data. The following sections detail the steps you must take, depending on the restore situation, as well as some other considerations when planning your restore strategy for your SharePoint databases.

Overwriting SharePoint with a Restore of a SQL Backup

Although not many additional steps are required to restore a SharePoint database in SQL Server for an existing and operational SharePoint farm, the following steps are important to ensure the integrity and stability of the data in your system:

  1. One important step to take before making changes to your environment is to lock down any affected SharePoint site collections so that users do not receive inconsistent or incorrect data during the restore, or lock up resources that may need to be accessed or written by the process. Although it may seem attractive to set site collections within a targeted database to Read-Only or No Access, this can be time-consuming through the Central Administration site, especially if the database has several site collections. It is going to be far simpler to use a PowerShell script leveraging the Set-SPSite cmdlet and its LockState input parameter or to completely remove the content database from the farm via the Manage Content Database page in the Central Administration site. Regardless of how you do it, initially you should make sure that users cannot tie up items with affected site collections to ensure the best experience for you and your users during the process.

  2. Microsoft recommends that if the SharePoint 2010 Timer service on the SharePoint server hosting your farm’s Central Administration site is running, you should stop it via the Services management console snap-in on the server before proceeding with the database restore. Don’t restart the Timer service until the database has been fully restored. This is a good practice, but it may affect what your end users experience if they are using your farm while the Timer service is stopped. Consider communicating with your users regarding a potential outage, and understand how this action in general might impact any service-level agreements (SLAs) that you have in place.

  3. Open SQL Server Management Studio and the Restore Database window for the target SharePoint database to be restored in SQL Server.

  4. When the Restore Database window opens, confirm or modify the destination and source data, and then select the Options tab to open it.

  5. Unless you have specific requirements or needs for your SharePoint environment, the Overwrite the Existing Database check box is the only Restore option that you should select.

  6. In the Recovery State section, select the Restore with Recovery radio button if you are including all the database’s transaction logs in the current restore operation. If you need to restore additional transaction logs after this operation, select the Restore with No Recovery option button. You should not use the Restore with Standby option when restoring a SharePoint database.

  7. Click the OK button to initiate the restore operation for this database.

  8. Once you’ve restored the database, review its settings to ensure that the farm database access service account is assigned as the Database Owner. You can check this in SQL Management Studio by right-clicking on the database and choosing Properties. In the General tab, under the Database section, see the Owner property. If it is not assigned, use the sp_changedbowner ‘<domain/username>’ Transact-SQL command to update the database owner (http://msdn.microsoft.com/en-us/library/ms178630.aspx). Making the farm database service account be the database owner assigns this account the DB Owner security role.

  9. If there are additional databases in your SharePoint environment that need to be restored, repeat steps 1 through 8 as needed.

  10. Once all databases have been restored properly, unlock their site collections or reattach the databases to the farm to re-enable end user access for those items.

  11. Finally, restart the SharePoint 2010 Timer service on your farm’s Central Administration site host server.

Restoring a SQL Backup to a New SharePoint Environment

One of the great things about SharePoint’s reliance on its databases is that it makes the data in your SharePoint farm much more manageable and portable. In steps that are described next, you can move or copy a content database full of sites from one SharePoint farm to another without losing content or configurations within a site. This is especially useful if you want to move a site collection from a quality assurance (QA) environment to a production environment, or you want to create a copy of a given site collection in a new farm without having to re-create all of its contents from scratch.

You need to consider some prerequisites prior to executing a SQL Server restore of a SharePoint content database backup in a new environment:

  • The new SharePoint farm must already be built. The restore steps in this section assume that a new SharePoint farm has already been installed, configured, and is ready to receive the restored content database.

  • Patch levels and versions must be equivalent (or greater). The new SharePoint farm must be running the same version and patch level or a more recent version of SharePoint as the farm that the database backup was created in. If the restore farm is at a more recent version of SharePoint, the platform updates the database to the correct database schema for the farm’s version automatically.

  • All installed custom code and files in the original farm must be present in the new farm. The new SharePoint farm must have all the same solutions, features, site definitions, workflows, and any other custom code or files installed and configured as the original farm.

  • Only restore content databases. This process cannot be used to restore a configuration database to a new farm; content databases for one or more site collections can be restored into a new farm using this process, as well as databases associated with Service Applications as long as the Service Application for the database has already been restored or created in the new farm.

  • Use SharePoint 2010’s Unattached Content Database option if you are restoring a database to its original farm and not overwriting the existing database. Accessing a restored content database from its original farm as an unattached content database is the only way to avoid data integrity issues and globally unique identifier (GUID) conflicts throughout your farm without overwriting the database, even if you give it a new name in SQL Server. 

To restore a SQL Server database backup of a SharePoint content database to a new farm, execute the following steps:

  1. Restore the database in the SQL Server database instance for the new farm. If the database does not previously exist in the instance, you can create an empty database in the instance and overwrite it with the backup or type the name of the new content database into the To Database field in the Restore Database window. Don’t overwrite existing content databases for the new farm.

  2. After you’ve restored the database, review its settings to ensure that the target’s farm database access service account is assigned as the database owner. You can check this in SQL Management Studio by right-clicking on the database and choosing Properties. In the General tab, under the Database section, see the Owner property. If it is not assigned, use the sp_changedbowner ‘<domain/username>’ Transact-SQL command to update the database owner (http://msdn.microsoft.com/en-us/library/ms178630.aspx). Making the farm database service account the database owner assigns this account the DB Owner security role.

  3. If there is not already a Web application in your farm that you want to associate the site collection(s) in the restored database with, create one. Open the new farm’s Central Administration site in a browser, click the Application Management link, and then click the Manage Web Applications link in the Web Applications section of the page.

  4. When the Application Management page opens, click the New button in the Web Applications section of the Central Administration site’s Fluent user interface (UI) (also known as the ribbon).

  5. When the Create New Web Application window opens (see Figure 1), select the desired configuration settings for the new Web application and click the OK button to create it.

    Figure 1. The SharePoint Central Administration site’s Create New Web Application window.
  6. When the new target Web application has been created to receive the restored content database, you can delete its initial content database because the site content you are interested in resides in the restored content database. Return to the Application Management page in the Central Administration site, and click the Manage Content Databases link in the Databases section.

  7. When the Manage Content Databases page opens (see Figure 2), if any content databases exist for the Web application, click the linked name of the content database for the Web application to open its Settings page. If no content databases currently exist for the Web application, proceed to step 9.

    Figure 2. The Manage Content Databases page.

    Caution

    Be sure to confirm that the correct Web application is listed in the Web Application drop-down menu in the upper-right corner of the page. If it is not, click the arrow for the drop-down menu and select the Change Web Application option. When the dialog box opens, navigate to the correct Web application and select it.


  8. When the Manage Content Database Settings page opens (see Figure 3), check the Remove Content Database check box, which causes a confirmation window to be displayed (see Figure 4) if the content database contains existing site collections. If the confirmation window is displayed, determine whether you can remove the content database from the farm. If you can, click the OK button in the confirmation window and click the OK button to remove the content database.

    Figure 3. The Manage Content Database Settings page.
    Figure 4. The confirmation window displayed when a user clicks the Remove Content Database check box warning him of the implications of the action.

  9. After all content databases have been removed from the Web application, return to the Manage Content Databases page for the target Web application and click the Add Content Database button in the upper-left corner of the page.

  10. In the Add Content Database page (see Figure 5), enter the name of the database instance hosting the restored content database in the Database Server field and the name of the restored content database in the Database Name field. Confirm the other settings for the content database, and click the OK button to add the database.

    Figure 5. The Add Content Database page.


  11. After the content database has been added to the Web application, review the contents of the database through SharePoint to confirm that the addition of the database was successful. View the Web application’s new site collection(s) through the Central Administration site to confirm that they are properly listed, and open them directly through a browser to verify that all their contents and settings were correctly restored into the new environment.

Tip

You may need to reset the Internet Information Services (IIS) Web servers hosting your new farm for these changes to be visible to end users.

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