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Sharepoint 2013 : Planning for Disaster Recovery

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1/24/2014 3:34:41 AM

It is never a happy day for the IT group when an online service goes down, and this includes SharePoint. As fantastic as SharePoint is, it is inevitable that at some point in the life cycle, your SharePoint solution will suffer from downtime. Of course, downtime may occur for any number of reasons: human error, underlying hardware failure, power outage, faulty customizations, and so on. Since failure cannot be entirely averted, your role as a SharePoint administrator is to account for such downtime and restore service to the users of the platform in a timely manner. Planning for and recovering from loss of service is what I refer as to as planning for disaster recovery.

Minimizing downtime and averting loss in a disaster involves proactive processes and planning. Those unfortunate readers who have experienced loss of data are likely all too familiar with data backup, which is one aspect of disaster recovery. Another important aspect of disaster recovery includes techniques to minimize service downtime.

Minimizing downtime of a service factors both the total time to recover the service and the point in time from which recovery resumes. In short, if recovery consists of restoring data in a SharePoint site collection because of database corruption, then the time to restore the database from backup and the time when the last backup took place are both important factors for the success of restoration of the SharePoint site collection. A speedy restore is one thing, but if the data is already three months old then, depending on the frequency of change of the live data, the restoration is not necessarily successful.

Data/content recovery is one piece of a good disaster recovery plan—restoration of system hardware, the underlying operating system, system software, and configuration are all part of the plan.

Warm recovery is the quickest form of recovery in the event of a disaster and typically involves a level of hardware and software redundancy. Conversely, cold recovery refers to the restoration of service from scratch in a completely inoperable state. Cold recovery typically involves restoration of data from an offline backup store. A good disaster recovery strategy involves both warm and cold recovery methods.

Load-Balanced Service

Load balancing involves either a hardware or a software load balancer, which intercepts all incoming web traffic on a specific IP address and redirects it to one of at least two web servers to service the request. The load balancer directs traffic either to the server with the least load (intelligent load balancing) or in turn, based on which server served the previous request (round-robin).

Load balancing serves two purposes: distributing user requests load and warm redundancy in the event of a server failure that was serving requests. SharePoint 2013 includes a new request manager service to manage intelligently which servers in a multiple server farm handle which requests.

Load balancing SharePoint consists of pointing a configured load balancer to multiple front-end SharePoint servers in the farm that serve pages. A SharePoint farm may include as many front-end web and application servers as the infrastructure can provide; thus, scaling out to handle more traffic is simply a case of adding a new web server to the farm and registering the IP with the load balancer.

As well as providing for distributed load, most load balancers can detect if one of the servers in the pool is not responding and then redirect all traffic to the other responding servers. Large enterprise organizations that have the capability to host different servers in multiple geographic locations may redirect traffic to passive SharePoint servers, or completely mirrored SharePoint farms, to achieve redundancy and rapid recovery if a primary site hosting the main SharePoint infrastructure fails.

SQL Server Failover Clustering

SQL Server clustering consists of multiple SQL Server nodes, managed by a root cluster that provides redundancy at the SQL Server application level.

A cluster typically consists of an active node and at least one passive node, although you can have multiple nodes. The cluster maintains all nodes so that any database write operations update both the active and passive nodes, but the active node is handling all of the incoming requests. In the event that the active node fails, then the Windows Failover Cluster Service switches over to use one of the passive nodes (running on different hardware). I should highlight some important points about SQL clustering:

  • SQL clustering does not help performance, since only one node of the cluster is active at any one time
  • Recovery in the event of failure of the active node is dependent on the time it takes to bring a passive node online—this is not always an immediate process and dependent on when the Windows Failover Cluster Service detects a down node
  • SQL clustering uses shared storage to ensure timely and accurate copies of data from the active node to the passive nodes


Note  You can read more about setting up clustering on SQL Server 2008 R2 at the following location: http://msdn.microsoft.com/en-us/library/ms189134.aspx.

I recommend the use of SQL clustering in any large organization or enterprise where SharePoint data is critical and exceeds 100GB, and the organization must limit the downtime in the event of failure. Traditionally, large-scale organizations using SharePoint with SQL clustering would host the actual data on a Storage Area Network, attached to the cluster, to provide an extra level of data redundancy and hot swap capability with inexpensive disk storage.

SQL Server Database Mirroring

SQL Server mirroring also provides data redundancy at the SQL Server, but unlike clustering, where the cluster is the data repository in entirety, mirroring consists of a warm backup SQL Server, separate from the main live server.

Clustering involves multiple storage nodes, connected by network links to a root SQL instance. Mirroring consists of two completely independent SQL Servers with either synchronous or asynchronous copy, managed by each SQL Server instance. Synchronous mode provides hot standby because SQL Server ensures no data discrepancy between the principal and the mirror, whereas asynchronous provides warm backup and operates in a more passive copy mode.

Note  You can read more about SQL Server 2008 mirroring at the following link: http://msdn.microsoft.com/en-us/library/ms189852.aspx.

Administrators may provide high availability for SharePoint when using SQL Server mirroring in synchronous mode and using the database failover capabilities built into the SharePoint platform. SharePoint requires a SQL Server witness to manage the failover, in the event that the principal fails.

The following steps consist of PowerShell commands. Launch the SharePoint Management Shell to begin, where you will enter the following commands:

  1. Enter the following command into the PowerShell console to configure mirroring for the SharePoint configuration database:
    $database = Get-SPDatabase | where {$_.Name –match "SharePoint_Config"}
    $database.AddFailoverServiceInstance("mirror server name")
    $databse.Update()
  2. Enter the following command into the PowerShell console to configure mirroring for your content database:
    $database = Get-SPDatabase | where {$_.Name –match "WSS_Content"}
    $database.AddFailoverServiceInstance("mirror server name")
    $databse.Update()

Note  Both of the preceding commands assume your configuration database has the name SharePoint_Config and you have named your content database as WSS_Content. Change the names in the script to match your database names.

If you prefer to configure database mirroring via Central Administration, follow these steps:

  1. Open Central Administration.
  2. Click the Application Management heading link.
  3. Click the Manage Content Databases link.
  4. Choose the relevant web application from the drop-down list.
  5. Select the relevant content database.
  6. On the settings page for the selected database, populate the Failover Database Server field with the mirrored server.
  7. Click the OK button.
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