NetVault Backup APM for Exchange Server Users Guide

Redefining Data Protection

APM Version 3.1 MEG-101-3.1-EN-01 11/19/2007

Title Page

User’s Guidefor the

NetVault: Backup APMfor Exchange Server

BakBone Software9540 Towne Centre Drive, Suite 100 San Diego, California 92121 866.484.2663

CopyrightsNetVault: Backup - User’s Guide for the NetVault: Backup APM for Exchange Server Software Copyright © 2007 BakBone SoftwareCopyright © 2007 BakBone SoftwarePrinted and online versions.

This software product is copyrighted and all rights are reserved. The distribution and sale of this product are intended for the use of the original purchaser only per the terms of the License Agreement. All other product trademarks are the property of their respective owners.

The NetVault: Backup - User’s Guide for the NetVault: Backup APM for Exchange Server documentation is copyrighted and all rights are reserved.

This document may not, in whole or part, be copied, photocopied, reproduced, translated, reduced or transferred to any electronic medium or machine-readable form without prior consent in writing from BakBone Software.

THIS PUBLICATION IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

THIS PUBLICATION COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN; THESE CHANGES WILL BE INCORPORATED INTO NEW EDITIONS OF THE PUBLICATION. BAKBONE SOFTWARE MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED IN THIS PUBLICATION AS WELL AS TO THIS PUBLICATION AT ANY TIME.

User’s Guide

Section 1: Using the Exchange Server APM

Chapter 1: Introduction 9

• About the Exchange Server Application Plugin Module ............................................. 10- NetVault: Backup APM for Exchange Server at a Glance ............................................................. 10- Key Benefits ................................................................................................................................... 10- Target Audience ............................................................................................................................. 12- Recommended Additional Reading ............................................................................................... 12

Chapter 2: Installation 13

• Installation of the Exchange Server APM ..................................................................... 14- Pre-Installation Requirements ........................................................................................................ 14- Installation Options ........................................................................................................................ 18- Installation Procedure .................................................................................................................... 19- Removing the Exchange Server APM ........................................................................................... 20

Chapter 3: Configuration 21

• Configuring the Exchange Server APM ........................................................................ 22- Configuring Authentication Details ................................................................................................. 22- Specifying Default Configuration (Optional) ................................................................................... 24

Chapter 4: Backup with the Exchange Server APM 27

• Backing up Data with the Exchange Server APM ........................................................ 28• Defining an Exchange Server Backup and Recovery Strategy .................................. 28

- Exchange Server Databases ......................................................................................................... 28- Exchange Server Transaction Log and Patch Files ....................................................................... 29- Available Backup Method .............................................................................................................. 29- Transaction Log File Management ................................................................................................ 29- Backup Types ................................................................................................................................ 30- Example Backup Sequences ......................................................................................................... 33

Table of Contents

Table of Contents4

• Performing Backups with Exchange Server .................................................................34- Selecting Data for a Backup .......................................................................................................... 34- Setting Backup Options ................................................................................................................. 36- Finalizing and Submitting the Job .................................................................................................. 37

Chapter 5: Restore with the Exchange Server APM 39

• Restoring Data with the Exchange Server APM ...........................................................41• Understanding the Exchange Server Restore Process ...............................................41

- Restore Methods Available ............................................................................................................ 41- Phases of a Restore ...................................................................................................................... 42

• Restoring Backups in Exchange Server .......................................................................42- Preparing the Exchange Server for Recovery ............................................................................... 42- Selecting Data for a Restore .......................................................................................................... 45- Setting Restore Options ................................................................................................................. 49- Finalizing and Submitting a Restore Job ....................................................................................... 52- Example Restore Sequences ........................................................................................................ 52

• Other Restore Procedures ..............................................................................................58- What is a Recovery Storage Group? ............................................................................................. 58- Restoring Data to a Recovery Storage Group in Exchange 2003 ................................................. 59- Restoring Data to a Recovery Storage Group in Exchange 2007 ................................................. 60- Disaster Recovery of the Exchange Server ................................................................................... 61- Recovering to a Different Exchange Server ................................................................................... 63

Section 2: Appendix

Appendix A: The Exchange Server Failover Cluster Support 75

• Exchange Server Failover Cluster Support ..................................................................77- An Overview of Exchange Server Failover Clustering ................................................................... 77- About this Appendix ....................................................................................................................... 77- Installation ...................................................................................................................................... 78- Licensing ........................................................................................................................................ 80- Configuration .................................................................................................................................. 80- Backup ........................................................................................................................................... 80

NetVault®: BackupUser’s Guide 5

- Restore .......................................................................................................................................... 81

Appendix B: The About Window 83

• The About Window ......................................................................................................... 84

Appendix C: Troubleshooting/Support 85

• Troubleshooting .............................................................................................................. 86• Technical Support ........................................................................................................... 87

- BakBone Software’s Customer Support Website .......................................................................... 87

Table of Contents6

User’s Guide

S E C T I O N 1 :

Using the Exchange Server APM

User’s GuideChapter 1:

1.0.0 - About the Exchange Server Application Plugin Module................ 10• 1.0.1 - NetVault: Backup APM for Exchange Server at a Glance .......................................... 10• 1.0.2 - Key Benefits ............................................................................................................ 10• 1.0.3 - Target Audience....................................................................................................... 12• 1.0.4 - Recommended Additional Reading .......................................................................... 12

Introduction

Chapter 1Introduction

10

1.0.0 About the Exchange Server Application Plugin Module

1.0.1 NetVault: Backup APM for Exchange Server at a GlanceNetVault: Backup APM for Exchange Server (Exchange Server APM) increases confidence in the recoverability of Exchange and eliminates the need to learn Exchange internals in order to implement flexible backup policies that can account for multiple recovery scenarios. Through an intuitive and easy-to-use GUI and automated workflow, the Exchange Server APM offers users a centralized console to setup, configure and define backup and restore policies for all of your Exchange Servers. Exchange Server APM offers granular control that allows users to restore complete Information Stores, individual Storage Groups, or individual databases. Through automatic integration with a wide range of backup devices, you can be confident that your Exchange Servers are being protected and stored offsite for disaster recovery purposes.

1.0.2 Key BenefitsIncreases Confidence and Reduces Risk While Deploying Exchange -Exchange Server APM allows administrators to create backup policies which are flexible enough to account for a large number of recovery scenarios. Administrators no longer have to worry about understanding Exchange internals before being able to implement a backup policy that allows for recovery of complete Information Stores, individual Storage Groups, or individual databases. This knowledge is built into Exchange Server APM.

Exchange Server APM’s flexible backup features also include:Full, Incremental, and Differential Backups while data is online and accessibleCopy-only BackupsProtection down to the individual database

By relying on Exchange Server APM to implement your backup policies, users can be freed to focus on more critical tasks without risking your ability to recover exactly what is needed in the unfortunate event of a failure. In addition, an IT managers' confidence is increased by knowing their email is protected, no matter what.Speeds Up Restores to Reduce Downtime - With Exchange Server APM, you simply select what needs to be restored, the backup set to restore from and NetVault: Backup's APM for Exchange Server automatically performs the restore. To maximize availability, the Exchange Server APM is designed for granular recoveries, allowing users to recover complete Information Stores,

NetVault®: BackupUser’s Guide

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individual Storage Groups, or individual databases. Through point-and-click automated options, the Exchange Server APM reduces reliance on human interaction which eliminates errors often caused by manual intervention

Additional Exchange Server APM restore features include:Full, Incremental, and Differential RestoresRestores of complete Information Stores, individual Storage Groups, or individual databasesRename of databases during restoresRename and relocate subfolders during restoresRestores to Recovery Storage GroupsRestores to alternate Exchange Server

Ensure Business Continuity with Automatic Integration of Backup Devices - With offsite backups being an important part of the data protection plan for any mission critical application, Exchange Server APM takes advantage of NetVault: Backup's fundamental integration with a wide range of backup devices which include: tape libraries, stand-alone tape devices, virtual tape libraries, and shared virtual tape libraries. NetVault: Backup allows you the flexibility to select which backup device to store the backup on. You can store the backup online in a virtual tape library and duplicate the job to physical tape libraries shared by multiple Exchange Servers, propriety databases, or used for general backup purposes.

Exchange Server APM gives you the confidence that your email environment is being protected and stored offsite for disaster recovery purposes. At the same time, it frees administrators from being available 24x7 because less experienced Exchange administrators can initiate restores with confidence that they will be performed correctly and as quickly as possible, thereby reducing downtime and improving business continuity.

1.0.3 Feature SummaryFull, Incremental, and Differential Backups while data is online and accessibleCopy-only BackupsProtection down to the individual databaseFull, Incremental, and Differential RestoresRestores of complete Information Stores, individual Storage Groups, or individual databasesRename of databases during restoresRename and relocate subfolders during restores

Chapter 1Introduction

12

Restores to Recovery Storage GroupsRestores to alternate Exchange Server

1.0.4 Target AudienceWhile advanced Exchange Server skills are generally not required to create and execute routine backup operations, they are required for defining the Exchange Server Backup and Recovery Strategy.

1.0.5 Recommended Additional ReadingIt is recommended that the following documentation be readily available for reference when setting up and while using this APM.

Exchange Server 2007 Documentationhttp://technet.microsoft.com/en-us/library/bb124558.aspx

Exchange Server 2003 Documentationhttp://technet.microsoft.com/en-us/library/bb123872.aspx

Exchange Server 2000 Documentationhttp://technet.microsoft.com/en-us/exchange/bb330828.aspx

The NetVault: Backup Administrator's Guide - Offers descriptions on the use of functionality available in NetVault: Backup that can be used in conjunction with this APM (i.e., functionality that is not unique to the Exchange Server APM).

http://www.bakbone.com/support/product_documentation/


2.0.0 - Installation of the Exchange Server APM ............................................. 14• 2.0.1 - Pre-Installation Requirements .................................................................................. 14

- 2.0.1.a - Configuring Localization Settings .......................................................................... 15- 2.0.1.b - Enabling Deleted Item Recovery........................................................................... 16

• 2.0.2 - Installation Options.................................................................................................. 18- 2.0.2.a - NetVault Client Configured as an Exchange Server (Recommended) ....................... 18- 2.0.2.b - NetVault Server Configured as an Exchange Server ............................................... 18

• 2.0.3 - Installation Procedure.............................................................................................. 19• 2.0.4 - Removing the Exchange Server APM ....................................................................... 20

Installation

Chapter 2Installation

14

2.0.0 Installation of the Exchange Server APM

2.0.1 Pre-Installation RequirementsBefore installing the Exchange Server APM, ensure the following requirements are met on the machine that is to serve as the Exchange Server:

2.0.1.a Disabling Circular LoggingIf either an Incremental or Differential Backup type is to be created, ensure that Circular Logging is disabled. The Exchange Server will overwrite files if Circular Logging is enabled, making it impossible to reliably restore from the transaction logs. For more information on Backup Types see the section Backup Types on page 30. Follow these steps to disable Circular Logging:

Disabling Circular Logging in Exchange 2000/2003

1. Open Exchange System Manager.2. Expand Servers, and then expand an Exchange Server.3. Right-click the desired Storage Group and select Properties. The Storage

Group properties dialog box will appear.4. Deselect the Enable circular logging check box, and then click OK to

save the changes.5. Close Exchange System Manager and restart the Microsoft Exchange

Information Store service for the change to take effect.Complete instructions for this procedure can be found in the relevant Microsoft Exchange 2000 and Exchange 2003 documentation. In addition, the article, Circular logging is disabled can be consulted for this information via Microsoft’s TechNet website. At the time this document was generated, this article was available at the following link:

http://technet.microsoft.com/en-us/library/842c428a-9cc2-4a3c-b9df-bf40c2f2727a.aspx

Disabling Circular Logging in Exchange 2007

1. Open Exchange Management Console.2. Expand Server Configuration and expand the desired server.3. Right-click the desired Storage Group and select Properties. The Storage

Group properties dialog box will appear.4. In the Properties dialog box, deselect the Enable circular logging check

box.5. Click OK to save the setting.

http://support.microsoft.com/kb/228934


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6. Close Exchange Management Console and restart the Microsoft Exchange Information Store service for the change to take effect.

Complete instructions for this procedure can be found in the relevant Microsoft Exchange 2007 documentation. In addition, the article, How to Enable or Disable Circular Logging for a Storage Group can be consulted for this information via Microsoft’s TechNet website. At the time this document was generated, this article was available at the following link:

http://technet.microsoft.com/en-us/library/bb331968.aspx

2.0.1.b Configuring Localization SettingsThe Exchange Server APM uses traditional Windows code page selection to enable localization, and is therefore subject to certain limitations. The Exchange Server APM must be used in an environment with correctly configured localizations settings in order to function properly.

Figure 2-1:The Advanced

tab of theRegional and

LanguageOptions

window wherethe WindowsActive Code

Page isconfigured.

To ensure correct operation in a localized environment, all of the following conditions must be met:

All Exchange Server entities (Storage Groups, Mailbox Stores, Public Folder Stores, etc.) must be named using the same language, with no intermixing of languages.The Windows Active Code Page must be set to exactly the same language as used in the Exchange Server.The language specified in the NetVault: Backup Configurator for both the NetVault: Backup Server and Client(s) must match the language set in the Windows Active Code Page.If used in a clustered environment, all nodes in the cluster must be configured to use the same language, also conforming to the previous rules.

Follow the steps below to correctly configure the Windows Active Code Page:

1. Open the Windows Control Panel.2. Select Regional and Language Options.3. Select the Advanced tab.



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4. Select the correct language in the drop-down menu under the text Select a language to match the language version of the non-Unicode programs you want to use.

If the correct language is not available in the list, it must be installed by following the Microsoft Windows administrative procedures for installing additional language support.

Follow the steps below to correctly configure a NetVault: Backup Server or Client in the Configurator:

Figure 2-2:The General

tab of theNetVault

Configuratorwith the

LanguageSelection

drop-downmenu

selected.

1. Open the NetVault Configurator.2. Select the General tab.3. Scroll to the bottom of the

General tab and locate the Language Selection field.

4. Access the drop-down menu and select the desired language.

5. Select the OK button to save the changes.

2.0.1.c Enabling Deleted Item RecoveryIt is recommended that the Deleted Item Recovery functionality be enabled in Exchange in order to reduce the need to perform recovery for individual messages or mailboxes. This feature enables the recovery of recently deleted items by saving messages for a predetermined number of days. Follow these steps to enable Deleted Item Recovery:

Enabling Deleted Item Recovery in Exchange 2000/2003

1. In the Exchange Server Administrator program, open the properties of the Private Information Store, and select the General tab.

2. Set the number of days that you want messages saved after they have been deleted.

Important: When non-English languages are used in an environment that is not correctly configured, backup and restore operations may not function as expected. The demonstrated behavior may include, but is not be limited to:

Failure to backup selected items.Backing up or restoring items that were not selected (e.g. you select the first Storage Group, but second Storage Group is affected).Failure to backup or restore, altogether, often with the indication that no matching items were found.


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3. To recover deleted items on the client, select the Deleted Items folder, and on the Tools menu, select Recover Deleted Items, and select the items from the list presented. Select Recover selected items to have the items restored to your Deleted Items folder.

Complete instructions for this procedure can be found in the relevant Microsoft Exchange 2003 documentation. In addition, the article, XCLN: Understanding Deleted Item Recovery can be consulted for this information via Microsoft’s Knowledge Base. At the time this document was generated, this article was available at the following link:


Enabling Deleted Item Recovery in Exchange 2007

1. Open the Exchange Management Console.2. In the console tree, expand Microsoft Exchange, then expand Server

Configuration, and then select Mailbox.3. In the Database Management tab, expand the Storage Group that

contains the desired mailbox database.4. Right-click the database and select Properties.5. Select the Limits tab.6. In the Deletion settings area, enter the number of days to retain deleted

items in the Keep deleted item for (days) field.7. Click OK to save the changes.8. To recover deleted items on the client select the Deleted Items folder, and

on the Tools menu, select Recover Deleted Items, and select the items from the list presented. Select Recover selected items to have the items restored to your Deleted Items folder.

Complete instructions for both of these procedures can be found in the relevant Microsoft Exchange documentation. In addition, the article, XCLN: Understanding Deleted Item Recovery and Exchange 2007 How to Recover a Deleted Item can be consulted for this information, via Microsoft’s TechNet website. At the time this document was generated, these articles were available at the following link:

http://technet.microsoft.com/en-us/library/aa997155.aspx

Important: You can specify that messages can not be deleted until a backup has been done. You can override this by setting the retention time on individual mailboxes in the Properties for the mailbox by changing the Deleted Items Retention time on the Limits tab.




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2.0.2 Installation OptionsWhile it is possible to set up a single machine as both the NetVault: Backup Server and the Exchange Server (i.e., all software installation and configuration requirements are performed on a single machine), it is recommended that these two entities exist on separate machines.

2.0.2.a NetVault Client Configured as an Exchange Server (Recommended)The following prerequisites pertain to a NetVault Client that is configured as an Exchange Server as depicted in the above diagram:

The Exchange Server Must be Added to the NetVault:Backup Server for Access – The Exchange Server APM must be installed on the NetVault Client serving as the Exchange Server via the NetVault:Backup Server. The Exchange Server APM Must be Installed on All Exchange Servers - If your environment contains multiple Exchange Servers the Exchange Server APM must be installed on each Exchange Server.

2.0.2.b NetVault Server Configured as an Exchange ServerThe following prerequisite pertains to a NetVault Server that is also configured as an Exchange Server:

The Exchange Server APM Must be Installed on All Exchange Servers - If your environment contains multiple Exchange Servers the Exchange Server APM must be installed on each Exchange Server.

Exchange Server Machine NetVault: Backup Server Machine

Software Installed/Configuration Software Installed/Configuration

Microsoft Exchange Software NetVault: Backup Server/Client Software Exchange Server APM

NetVault: Backup Server SoftwareExchange Server Added as a NetVault: Backup Client (For complete details on adding a Client machine to the NetVault: Backup Server, please see the NetVault®: Backup - Administrator’s Guide)

Network Connection


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2.0.3 Installation ProcedureFollow the steps outlined below to successfully install the Exchange Server APM.

Figure 2-3:In this figure,

the ExchangeServer has

already beenadded to the

NetVault:Backup Serveras a Client. To

begininstallation ofthe APM find

the ExchangeServer in the

ClientManagementWindow, right

click andselect Install

Software

1. From the machine acting as the NetVault: Backup Server, launch the GUI and access the Client Management window by clicking either of the Client Management buttons on the command toolbar (or select the Client Management command from the Administration pull-down menu).

2. Locate the machine configured as the Exchange Server in the Clients frame and right-click on it. Select the Install Software command from the pop-up menu.

3. In the additional window that appears, navigate to the location of the “.npk” installation file for the Exchange Server APM (e.g., the NetVault: Backup APM Installation CD or the directory to which the file was downloaded from BakBone Software’s web site). Based on the operating system in use, the directory path for this software may vary on the installation CD.Select the file entitled “exs-xxxx.npk” (where “xxxx” represents various software platforms and version numbers) and click on the Open button.

4. The installation process will occur automatically and once it has completed, a successful installation message will appear in the Install Software dialog box. The Exchange Server APM is now successfully installed.\

Installation and removal of the Exchange Server APM can also be performed via the NetVault Configurator. For more information please see the section entitled “The Packages Tab” in the NetVault Backup Configurator Guide.

Important: NetVault: Backup offers support for the backup/restore of Exchange Server Failover Clustered environments. NetVault: Backup’s Application Cluster Support Functionality is used for this purpose. For details on the installation, configuration and backup procedures required to set up this functionality with the Exchange Server APM please see the section, The Exchange Server Failover Cluster Support on page 75.


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2.0.4 Removing the Exchange Server APMUse the steps that follow to remove this APM.

1. In the Client Management window, locate the machine in the Clients frame housing the Exchange Server APM (i.e., the one configured as the Exchange Server).

2. Right-click on this machine and select the Remove Software command from the pop-up menu. The Remove Software window will be displayed.

3. In the list of installed plugins that is displayed, locate the Exchange Server Application Plugin Module item and select it.

Figure 2-4:The Remove

Softwarewindow with

the ExchangeServer APMselected for

removal

4. Click the Remove button to begin the software removal process.5. A dialog box will appear asking for confirmation of the remove command.

Click OK to proceed (or Cancel to abort). Clicking OK will remove the software and a confirmation message will be displayed. Click OK to close this dialog box and return to the Client Management window.


3.0.0 - Configuring the Exchange Server APM .................................................. 22• 3.0.1 - Configuring Authentication Details .......................................................................... 22• 3.0.2 - Specifying Default Configuration (Optional) ............................................................. 24

Configuration

Chapter 3Configuration

22

3.0.0 Configuring the Exchange Server APMBefore initiating a backup, you must configure the Exchange Server APM Authentication Details which include user name, password, and domain.

3.0.1 Configuring Authentication DetailsThe Exchange Server APM uses Windows Authentication to provide essential security and access control for sensitive data contained in an Exchange Server's databases. Windows Authentication allows you to log on to a specified Windows user account. This Windows user account can be configured to restrict a user’s privileges so that only backups may be performed, or can allow both backups and restores to be performed, depending on what permissions are allocated to the account.

3.0.1.a Required Windows User Account PermissionsIn order for a user to perform a backup of Exchange the Windows user account used must:

Be a valid domain or local account. Be a member of the Power Users Group.Be a member of the domain’s Backup Operator’s Group (for Domain accounts).Be a member of the Backup Operator’s Group on the machine that Exchange is running on.

In order to perform a restore of Exchange the Windows user account must:

Be a valid domain or local account.Be a member of the Power Users Group.Be a member of the domain’s Backup Operator’s Group (for Domain accounts).Be a member of the Backup Operator’s Group on the machine that Exchange is running on.Be a member of the Administrators Group on the machine that Exchange is running on.

The Domain Administrator account will have all the permissions necessary to perform backup and restore procedures in the Exchange Server APM by default.

Important: 1. The user account information is always required. This account must have sufficient

privileges to perform the requested actions. Insufficient privileges will cause various actions such as backup and restore to fail.


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3.0.1.b The Configuration Process1. From the GUI running on the NetVault: Backup Server, open the Backup

window (via either of the buttons offered on the command toolbars, or by using the Backup command in the Operations pull-down menu). A list of NetVault: Backup Clients will be displayed in the Selections tab.

2. Locate the Client configured as the Exchange Server, and open it to display a list of APMs/plugins installed on the machine.To open any node in the Selections tab, you can do either of the following:

Double-click on the nodeRight-click on the node and Select the Open command from the pop-up menu

3. Next, locate the Exchange Server APM node in the list and drill down to the name of the Exchange Server.

4. Right-click on the Exchange Server and select the Configure command from the pop-up menu.

5. The Exchange Server Configuration window is displayed which contains the Exchange Authentication Details frame.

6. Edit the following fields in the Exchange Authentication Details frame:

Exchange Server - The machine name of the Exchange Server appears in this field. This field can not be edited.Exchange Administrator User Name - Enter either a local or domain Windows account that meets the criteria specified in the section Required Windows User Account Permissions on page 22.Password - Enter the password associated with the user name specified in the Exchange Administrator User Name field. For security reasons, this field will appear blank by default.

2. Each server that is backed up or restored, including virtual clients, must have its authentication details configured. Failure to do so will result in an “Unable to login” error message when attempting a backup or restore.


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Windows Domain - If a domain account is specified in the Exchange Administrator User Name field, enter the name of the domain. The field can be left blank if a local system account is specified.

7. Click OK to complete the configuration. With the authentication details properly configured, you can click on the Exchange Server node to display the available Storage Groups.

3.0.2 Specifying Default Configuration (Optional)The Exchange Server APM provides the ability to set default options for backup and restore jobs. These options can be overwritten on a per job basis. The default options can be set via the NetVault: Backup Configurator. The steps to set these default options are outlined below:

1. Open the NetVault Configurator.2. The Configurator window will appear. Click on the Plugin Options tab.3. Click on the Exchange Server APM tab, where the following options will be

displayed:Exchange Administrator User Name - Specify either a local or domain Windows account to set it as the default account. When the Exchange Server Configuration window is opened, this account will appear by default in the Exchange Administrator User Name field.Windows Domain - If a domain Windows account is specified in the Exchange Administrator User Name field, enter the name of the domain. When the Exchange Server Configuration window is opened, this domain will appear by default in the Windows Domain field. This field can be left blank if a local system account is specified.

Figure 3-5:The Exchange

Server APMrelated

configurationoptions

available in theNetVault

Configurator


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4. Click on the OK button to apply the settings, and close the Configurator window. Now, when the Restore Options tab is accessed, the Exchange Administrator User Name and Windows Domain will automatically be set to the values specified in the Exchange Server APM tab of the Configurator.


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4.0.0 - Backing up Data with the Exchange Server APM............................. 284.1.0 - Defining an Exchange Server Backup and Recovery Strategy .. 28

• 4.1.1 - Exchange Server Databases .................................................................................... 28• 4.1.2 - Exchange Server Transaction Log and Patch Files ................................................... 29• 4.1.3 - Available Backup Method......................................................................................... 29• 4.1.4 - Transaction Log File Management............................................................................ 29• 4.1.5 - Backup Types .......................................................................................................... 30

- 4.1.5.a - Full Backup Type ................................................................................................ 30- 4.1.5.b - Copy Backup Type .............................................................................................. 30- 4.1.5.c - Incremental Backup Type ..................................................................................... 31- 4.1.5.d - Differential Backup Type ...................................................................................... 32

• 4.1.6 - Example Backup Sequences.................................................................................... 33- 4.1.6.a - Full Backups Only ............................................................................................... 33- 4.1.6.b - Full + Incremental Backups .................................................................................. 33- 4.1.6.c - Full + Differential Backups.................................................................................... 34

4.2.0 - Performing Backups with Exchange Server ........................................ 34• 4.2.1 - Selecting Data for a Backup ..................................................................................... 34

- 4.2.1.a - Using Selection Sets ........................................................................................... 35• 4.2.2 - Setting Backup Options ........................................................................................... 36

- 4.2.2.a - Specifying the Backup Type ................................................................................. 36- 4.2.2.b - Specifying the Backup Type ................................................................................. 36

• 4.2.3 - Finalizing and Submitting the Job ............................................................................ 37

Backup with the Exchange Server APM

Chapter 4Backup with the Exchange Server APM

28

4.0.0 Backing up Data with the Exchange Server APMThis chapter offers basic instructions on the use of the Exchange Server APM to perform backups of Exchange Server data. The information in this chapter is organized into the following sections:

Defining an Exchange Server Backup and Restore StrategyPerforming Backups in Exchange Server

Based on your environment, follow the instructions in the relevant section of this chapter for successfully performing data backups using the Exchange Server APM.

4.1.0 Defining an Exchange Server Backup and Recovery StrategyThe purpose of creating Exchange Server backups is to recover an Exchange Server that is damaged from media failure or data corruption. Reliable use of backup and restore for recovery requires a well-designed backup and restore strategy which maximizes data availability and minimizes data loss, taking into account defined business requirements.

A backup and restore strategy is divided into two pieces, a backup piece and a restore piece. The backup piece of the strategy defines the type and frequency of backups that are required to meet the goals for availability of the Exchange Server and for minimizing data loss. The restore piece of the strategy defines who is responsible for performing restores and how restores should be performed to recover from the particular type of damage or failure.

4.1.1 Exchange Server DatabasesA Database is the finest granularity of storage organization within the Exchange Server schema. Mailboxes are assigned to specific databases, allowing segregation of data by mailbox for security or scalability purposes. Occasionally, critical or high-volume mailboxes will be segregated to a separate database in order to improve performance or to perform more frequent backups.

Databases are used to contain mailboxes, messages, folder stores, and various other sundry data objects supported by the Exchange Server. While they can contain a large variety of data objects, databases are typically one of two types: mail stores and public folder stores. Note that in Exchange Server terminology, a "store" is the same as a database.

Microsoft also differentiates editions of the Exchange Server product by increasing support for concurrent databases. The Enterprise Edition is defined as supporting more concurrent databases than the Standard Edition.


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4.1.2 Exchange Server Transaction Log and Patch FilesAll changes made to the Exchange Server database are first committed to transaction log files. Any time a user modifies data stored in a mailbox or data is added to the mailbox, that change is written to a transaction log file before it is written to the Exchange Server database.

Patch files are exclusive to Exchange Server 2000. They are transient files that are used for a limited time during operation and then "merged" into the database as necessary. They are often treated the same way as transaction log files. Patch files became obsolete in Exchange Server 2003.

4.1.3 Available Backup MethodThe Exchange Server APM utilizes the Extensible Storage Engine (ESE) technology to backup an Exchange Server's databases. The ESE is provided from Microsoft as a standard Exchange Server component.

Use of the ESE provides the highest levels of compatibility with all of the supported versions of Microsoft Exchange. This minimizes the outages traditionally needed for backing up a complex application, such as Microsoft Exchange.

4.1.4 Transaction Log File ManagementWhen defining an Exchange Server ESE backup strategy, transaction log file management is a primary consideration.

Transaction Log File Truncation

Transaction log file truncation is used to "clean" the Exchange Server Storage Group and Database, thereby improving performance, reducing the disk space requirements and the time required to restore a database.

It is recommended that backups that perform transaction log file truncation be performed regularly. Often, a weekly or semi-monthly backup that performs transaction log file truncation is recommended. The optimum frequency may vary considerably, depending on the use and configuration of each Exchange Server.

Truncating transaction log files is performed during the backup process, when backing up using a Backup Type that provides transaction log file truncation such as the Full and Incremental Backup types.

Full vs. Transaction Logs-only Backups

Full Backups will backup all files for a Database, regardless of the type of file. Transaction Logs-only Backups are those that backup only the transaction log files for a Database.


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Full Backups allow all database files to be backed up, providing standalone restore capabilities. Depending on the size of the Database, Full Backups can be demanding in terms of storage requirements, as well as time required to complete the backup. For very large Databases, this may be a significant consideration.

Transaction Logs-only Backups are lighter-weight backups that are intended to capture any new activity since the last Full Backup was performed. This can radically reduce the backup time and storage requirements for large databases, but introduces dependencies on one or more prior backups to perform a complete restore.

4.1.5 Backup TypesThe Exchange Server APM provides four essential backup types:

FullCopyIncrementalDifferential

Backup types represent the complete set of options for backing up an Exchange Server, respecting the transaction log management rules.

These may be used in conjunction with one another to develop sophisticated backup strategies to maximize backup coverage, minimize backup time and resources, and maintain the health and performance of the Exchange Server.

4.1.5.a Full Backup TypeA Full Backup is the most common type of backup performed. It is used to perform a complete backup of a Database or Storage Group. A Full Backup does not depend on any other backup and can be restored in a single step.

A Full Backup includes all files and performs transaction log file truncation. Perform regular Full Backups to keep the Exchange Server in good health and maintain its performance.

4.1.5.b Copy Backup TypeSometimes a backup must be taken for a special purpose and should not affect the overall backup and restore procedures for the Exchange Information Store. A Copy Backup is used to backup all Database files without performing transaction log file truncation. This provides a snapshot of the files as they existed at the time of the backup. A Copy Backup should be used to perform a fast, non-intrusive complete backup of an Exchange Server and is common in scaling and migration scenarios.


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As a Copy Backup does not perform transaction log file truncation, the disk footprint of the Exchange Server does not change as a result of the backup. Consequently, a Copy Backup does not perform any house-keeping measures, and therefore does not maintain the performance of the Exchange Server in any way. Copy Backups should not be considered as a part of a regular backup policy, but as a special purpose type of backup.

4.1.5.c Incremental Backup TypeIncremental Backups perform backups of the transaction log files that capture the changes made to the Database since the most recent Full or Incremental Backup. The transaction logs are then truncated which assists in the proper maintenance of the Exchange Server Databases. Incremental Backups are generally very fast and correspondingly small.

As a Transaction Logs-only Backup, an Incremental Backup must always have a “base” backup, which is often a Full Backup. Performing an Incremental Backup without first performing a Full Backup may lead to backup failures in addition to an inability to restore and recover your Exchange Server properly.

An Incremental Backup should not be performed in the following conditions:

When an Initial Full Backup has Not Been Created -The transaction log only contains changes made to the database after the last backup was created, thus a “base” backup is required.After an Incremental Backup Containing Multiple Storage Groups Fails - In this case a Full Backup must first be performed before an Incremental Backup can be performed. When an Incremental Backup that contains multiple Storage Groups fails, some of the transaction logs are truncated and permanently lost. At that point the transactions have already been deleted from the Exchange Server logs. Though the data still exists within the Exchange Server, errors would occur if you attempted to restore Incremental Backups that were created after a failed Incremental Backup job. This issue does not apply to a failed Incremental Backup that contains only a single Storage Group.

After the Transaction Log is Manually Truncated - In this case a Full or Differential Backup must be performed before an Incremental Backup. Microsoft strongly recommends against manually truncating transaction logs.

Important: If this an Incremental Backup containing multiple storage groups fails a Full Backup should be performed immediately to prevent any potential data loss. To perform a Full Backup, follow the steps in the section Performing Backups with Exchange Server on page 34.


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4.1.5.d Differential Backup Type Differential Backups perform backups of the transaction log files since the most recent Full or Incremental Backup. Differential Backups do not perform transaction log truncation, and therefore do not maintain the operating health of the Exchange Server.

Subsequent Differential Backups will increase not only in size, but also in duration since each backup of this type will include the transaction log files that were also included in the previous Differential Backup as well as the transaction log files that have been generated since the previous Differential Backup. For example, if a Full Backup was taken on Sunday with Differential Backups scheduled Monday through Saturday. Monday's Differential will include the transaction log files generated since the Full Backup on Sunday, while Tuesday's Differential will include the transaction log files generated on Monday as well as those generated on Tuesday. Wednesday's Differential will include the transaction log files for Monday, Tuesday, and Wednesday, etc.

As a Transaction Logs-only Backup, a Differential Backup must always have a "base" backup, which is often a Full Backup. Performing a Differential Backup without first performing a Full Backup may lead to backup failures in addition to an inability to restore and recover your Exchange Server properly.

When used in combination with Full Backups, Differential Backups provide acceptable tradeoffs with good backup performance; good restore performance, and reasonable overall database maintenance via the Full Backup.

Incremental vs. Differential Backups

Since Incremental Backups truncate the transaction log files after they are backed up, subsequent Incrementals are quicker because only the transaction log files that have been created since the last Incremental Backup are backed up. However, restore sequences that utilize Incremental Backups require that every Incremental taken between the Full Backup and the point of failure must be restored in succession. This can result in longer restores due to the increased human intervention needed to initiate the multiple restore jobs.

Differential Backups do not truncate the transaction log files after they are backed up, subsequent Differential Backups take increasing longer because all the transaction log files since the last Full Backup are included in the backup. Nevertheless, restore sequences that utilize Differential Backups require that only one Differential Backup be restored after the Full Backup is restored. This results in quicker restores because less human intervention is required during the restore process.

Another consideration when deciding between Incremental and Differential Backups is the desired frequency of transaction log file truncation. When


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implementing Incremental Backups, the transaction log files will be truncated at the same frequency as the Incremental Backups.

For example, if Incremental Backups are performed on a daily basis, the transaction log files will be truncated on a daily basis. However, with Differential Backups, the transaction log files will be truncated only when a Full Backup is performed. Therefore, if the Full Backup is only performed weekly, the transaction log files will only be truncated weekly.

Implementing a Differential Strategy will lead to faster restores but will require more frequent Full Backups in order to maintain the operating health of the Exchange Server.

4.1.6 Example Backup Sequences

4.1.6.a Full Backups OnlyWhen business requirements define backup protection to the previous day, performing Full Backups nightly should be sufficient under the following conditions:

Backup windows are largeAfter hours email volume is lowRegular transaction log file truncation is required

4.1.6.b Full + Incremental BackupsWhen business requirements guarantee data protection up to the previous day, backup time should be as fast as possible, and regular transaction log file truncation is required, Full Backups coupled with Incremental Backups is the best combination.

For example, Full Backups are performed every Sunday night at 11:00 p.m. while Incremental Backups are performed Monday through Saturday at 11:00 p.m. Each Incremental Backup will include the transaction log files that were generated since the previous night's backup whether it be the Sunday evening Full Backup or one of the Incremental Backups from a weekday.

It is important to remember that restoring this type of backup sequence will be more time-consuming. For example, if recovery is performed on Tuesday, only Sunday's Full Backup and Monday's Incremental Backup must be restored; whereas, if recovery is performed on Wednesday, Sunday's Full Backup followed by Monday's and Tuesday's, Incremental Backups must be restored. Even though the backups are quicker, the restores can take longer due to the additional intervention that is required to execute multiple restore jobs.


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4.1.6.c Full + Differential BackupsWhen business requirements guarantee data protection up to the previous day, restore and backup time should be reasonably fast, and only occasional transaction log file truncation is required, Full Backups coupled with Differential Backups is the best combination.

For example, Full Backups are performed every Sunday night at 11:00 p.m. while Differential Backups are performed Monday through Saturday at 11:00 p.m. Each Differential Backup will include the transaction log files that were generated since the last Full Backup. This may require more overall backup time than an Incremental Backup. Regardless of the point-in-time to which recovery is necessary, the same number of restore jobs are required. For example, if recovery is performed on Tuesday, Sunday's Full Backup and Monday's Differential Backup must be restored; whereas, if recovery is performed on Thursday, Sunday's Full Backup followed by Wednesday's Differential Backup must be restored. Even though subsequent Differential Backups will increase not only in size but in duration, restores are quicker because fewer restore jobs must be executed.

4.2.0 Performing Backups with Exchange ServerA backup using Exchange Server APM in Exchange Server can be divided into the following phases:

Selecting Data for a BackupSetting Backup OptionsFinalizing and Submitting the Job

4.2.1 Selecting Data for a Backup1. Launch the GUI on the NetVault: Backup Server and access the Backup

window via either of the buttons offered on the command toolbars, or by using the Backup command in the Operations pull-down menu. A list of machines successfully added as NetVault: Backup Clients will be displayed in the Selections tab.

2. Locate the Client configured as the Exchange Server, and open it to display a list of APMs/plugins installed on the machine.To open any node in the Selections tab, you can do either of the following:

Double-click on the nodeRight-click on the node and Select the Open command from the pop-up menu


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Figure 4-1:The ExchangeServer APM is

opened todisplay itemsavailable for

inclusion in abackup job

3. Next, locate the Exchange Server APM node in the list and drill down to the name of the Exchange Server and its available Information Stores.

4. Expand the desired Microsoft Information Store to display all of the Storage Groups contained within. It is also possible to open an individual group to display all of the databases contained within that group.

5. Select data as desired for backup by clicking the box to the left of that item (i.e., to mark it with a green check). It is possible to select groups as follows:

The Entire Exchange ServerThe Entire Microsoft Information StoreIndividual Storage GroupsSets of Storage GroupsIndividual DatabasesGroups of Databases

4.2.1.a Using Selection SetsA Selection Set allows you to save the frequently selected data items in a composite set, which can be easily accessed for future backup jobs. This eliminates the need to manually select these items each time a backup is required.

Moreover, Selection Sets are recommended for Differential and Incremental Backups. If your backup strategy includes these backup types, then you should create a Selection Set when making a Full Backup, and use this Selection Set for the Full Backup, as well as the Differential and/or Incremental Backups. The backup job will report a warning if a Selection Set is not used for Differential and Incremental Backups.

Creating a Selection Set

To create a Selection Set, do the following:

Important: Backing up individual databases may affect the behavior of log truncation for all databases in the Storage Group. This may result in excess log files in the backup, premature truncation of log files, or deferred truncation of log files depending on the conditions in your environment and the Exchange Server version (including patches) in use.


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1. With the desired items selected, click on the Save As button in the Backup Selection Set frame at the bottom of the Selections window.

2. In the Save Backup Selection Set window that appears, enter a unique name for the Selection Set.

3. Click OK.

Loading a Selection Set

To use a Selection Set, follow the steps below:

1. Click on the Load button in the Backup Selection Set frame at the bottom of the Selections window.

2. In the Load Backup Selection Set window that appears, select the required set.

3. Click on OK.Selection Sets are not unique to the Exchange Server APM. For details on their creation and use, please see the NetVault®: Backup - Administrator’s Guide.

4.2.2 Setting Backup OptionsThe next phase in the backup procedure involves the following task:

Figure 4-2:The options

available in theBackup

Options tab forExchange

Server

Specifying the Backup TypeClick on the Backup Options tab to perform this task.

4.2.2.a Specifying the Backup TypeThe Exchange Server APM provides following types of backups for use with Exchange Server. See the section Backup Types on page 30 for more information on the types of backups supported.

Full - A Full Backup performs a complete backup of the set of items that have been selected. A Full Backup does not depend on any other backup and can be restored in a single step. A Full Backup includes all files and performs transaction log file truncation. Copy - A Copy Backup backs up the set of items that have been selected without performing a transaction log file truncation. This provides a snapshot of the files as they existed at the time of the backup. A Copy Backup should be used to perform a fast, non-intrusive complete backup of an Exchange Server and is commonly used for offline scaling and migration scenarios.


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Incremental - Incremental Backups perform backups of the transaction log files of the set of items that have been selected since the most recent Full Backup or Incremental Backup. After the backup is complete, the transaction logs will be truncated, which helps maintain the operating health of the Exchange Server.Differential - A Differential Backup performs backups of the transaction log files of the set of items that have been selected since the most recent Full Backup or Incremental Backup. Differential Backups do not perform transaction log truncation, and therefore do not maintain the operating health of the Exchange Server.

4.2.3 Finalizing and Submitting the JobWith the desired data items selected and the necessary Backup Options set, follow the steps below to finalize the backup job and submit it.

1. Set the additional options that are available in the Schedule, Target and Advanced Options, as required. These options are not unique to the Exchange Server APM. For information on these tabs and the options within, please refer to the chapter of the NetVault®: Backup - Administrator’s Guide dedicated to the Backup functionality.

2. Enter a suitable name for the job in the Job Title field. Specify a detailed name that allows you to easily identify the job for monitoring its progress or restoring data.

3. Click on the Submit button.4. You can monitor the backup job progress and log entries via the Job

Management, Status, and NetVault Logs windows. Please see the NetVault®: Backup - Administrator’s Guide for details on accessing these windows and their use.


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5.0.0 - Restoring Data with the Exchange Server APM ................................ 415.1.0 - Understanding the Exchange Server Restore Process ................. 41

• 5.1.1 - Restore Methods Available ...................................................................................... 41- 5.1.1.a - Extensible Storage Engine Restore Method ........................................................... 41- 5.1.1.b - Copy Files Restore Method .................................................................................. 41

• 5.1.2 - Phases of a Restore................................................................................................. 42- 5.1.2.a - Restore Phase.................................................................................................... 42- 5.1.2.b - Recovery Phase ................................................................................................. 42

5.2.0 - Restoring Backups in Exchange Server ................................................ 42• 5.2.1 - Preparing the Exchange Server for Recovery ........................................................... 42

- 5.2.1.a - Setting Overwrite Permissions.............................................................................. 43- 5.2.1.b - Dismounting Information Stores in Exchange 2000/2003 ......................................... 44- 5.2.1.c - Dismounting Mailbox Databases in Exchange 2007 ................................................ 45

• 5.2.2 - Selecting Data for a Restore..................................................................................... 45- 5.2.2.a - Restore Limitations ............................................................................................. 47- 5.2.2.b - Additional Functionality Available in the Restore Selections Tab ............................... 47

• 5.2.3 - Setting Restore Options........................................................................................... 49• 5.2.4 - Finalizing and Submitting a Restore Job .................................................................. 52• 5.2.5 - Example Restore Sequences ................................................................................... 52

- 5.2.5.a - Restoring a Standalone Full Backup...................................................................... 53- 5.2.5.b - Restoring an Incremental Backup Sequence .......................................................... 53- 5.2.5.c - Restoring a Full + Differential Backup Sequence .................................................... 56

5.3.0 - Other Restore Procedures ............................................................................ 58• 5.3.1 - What is a Recovery Storage Group?......................................................................... 58• 5.3.2 - Restoring Data to a Recovery Storage Group in Exchange 2003 ............................... 59

- 5.3.2.a - Creating a Recovery Storage Group (RSG)............................................................ 59- 5.3.2.b - Restoring Data to the Recovery Storage Group (RSG) ............................................ 59- 5.3.2.c - Viewing Data Restored to a Recovery Storage Group (RSG) ................................... 60

• 5.3.3 - Restoring Data to a Recovery Storage Group in Exchange 2007 ............................... 60- 5.3.3.a - Creating a Recovery Storage Group (RSG)............................................................ 60- 5.3.3.b - Restoring Data to the Recovery Storage Group (RSG) ............................................ 60- 5.3.3.c - Viewing Data Restored to a Recovery Storage Group (RSG) ................................... 61

Restore with the Exchange Server APM

Chapter 5Restore with the Exchange Server APM

40

• 5.3.4 - Disaster Recovery of the Exchange Server .............................................................. 61- 5.3.4.a - Restore Procedure.............................................................................................. 62

• 5.3.5 - Recovering to a Different Exchange Server.............................................................. 63- 5.3.5.a - Recovering to a Different Exchange Server in Exchange 2000/2003 ........................ 63- 5.3.5.b - Recovering to a Different Exchange Server in Exchange 2007................................. 70


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5.0.0 Restoring Data with the Exchange Server APMThis chapter offers basic instructions on the use of the Exchange Server APM to restore and recover Exchange Server databases. The information in this chapter is organized into the following sections:

Understanding the Exchange Server Restore ProcessRestoring Backups in Exchange ServerOther Restore Procedures

5.1.0 Understanding the Exchange Server Restore ProcessWhen preparing to restore an existing backup, several key concepts are useful to understand. This section will explore these concepts in the following sections:

Restore Methods AvailablePhases of a Restore

5.1.1 Restore Methods AvailableThe Restore Method is the technology that is selected to perform the restore. The Exchange Server APM supports two different Restore Methods, each with its own specific purpose.

5.1.1.a Extensible Storage Engine Restore MethodThe Extensible Storage Engine (ESE) is the native technology used to perform restore and recovery operations for the Microsoft Exchange Server. ESE is provided from Microsoft as a standard Exchange Server component.

When using the ESE Restore Method, all databases being restored must first be manually dismounted using a Microsoft-approved approach. Failing to dismount the database prior to performing the restore will result in either a "Restore Failure" or a "Restore Completed with Warnings" log message.

5.1.1.b Copy Files Restore MethodThe Exchange Server APM provides the ability to restore the raw files from storage to a specific target directory. This provides greater freedom in restoring database files, particularly when restoring file for non-traditional purposes, such as data mining or compliance auditing.

The Copy Files Restore Method does not require databases to be dismounted from the Exchange Server. Database Recovery, however, is not supported when using this restore method.


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5.1.2 Phases of a RestoreEach Exchange Server restore scenario has two distinct phases, the Restore Phase and the Recovery Phase.

5.1.2.a Restore PhaseThe Restore Phase is used to transfer all the files included in a backup from storage to the local disk. This can be done using either of the Restore Methods defined in the section Restore Methods Available on page 41.

When performing restore sequences that include Incremental or Differential Backups, the Restore Phase will be performed for each backup that is restored.

Ensure that adequate disk space is available on the volume(s) where the databases are stored during a restore. If disk space is exhausted during the Restore Phase the restore job will fail.

5.1.2.b Recovery PhaseIn the Recovery Phase, changes that were logged in the transaction log files are reapplied to the corresponding databases in order to bring the Exchange Server forward in time. This phase is only available when using the ESE Restore Method.

When restoring sequences of backups, as in the case of Incremental or Differential Backups, the Recovery Phase will be performed one time as the final step in the restore sequence. Recovery is only performed once, regardless of the number of backups included in the restore sequence.

5.2.0 Restoring Backups in Exchange ServerA standard restore with the Exchange Server APM in Exchange Server can be divided into four phases:

Phase 1: Preparing the Exchange Server for RecoveryPhase 2: Selecting Data for a Restore Phase 3: Setting Restore OptionsPhase 4: Finalizing and Submitting the Job

This section outlines the various steps to be performed in these four phases in order to complete data restoration successfully.

5.2.1 Preparing the Exchange Server for RecoveryEach Storage Engine that is to be restored must be dismounted prior to performing the restore.


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5.2.1.a Setting Overwrite PermissionsBefore submitting a restore, each Information Store must have an option set allowing for its data to be overwritten during a restore. To complete this process, perform the following steps:

Setting Overwrite Permissions in Exchange 2000/2003

Figure 5-1:The

InformationStore

Propertieswindow with

the Databasetab active and

the ‘ThisDatabase can

be Overwrittenby a Restore’

optionselected

1. Launch the Exchange System Manager on the target machine and navigate to the desired Storage Group. Open it to reveal the individual Information Stores contained within.

2. Right-click on a store and select Properties from the pop-up menu.

3. From the Information Store Properties window, select the Database tab and select the This Database can be Overwritten by a Restore option.

4. Click OK to close this window and confirm the selection.5. Repeat steps 2 - 4 until this option has been activated for all Information

Stores in the target Storage Group.

Setting Overwrite Permissions in Exchange 2007

1. Launch the Exchange Management Console on the target machine and navigate to the desired Storage Group. Open it to reveal the individual database contained within.

Important: 1. Overwrite permissions must be set for each Information Store contained in all Storage

Groups to be recovered by a restore, otherwise the restore will fail.

2. The option This Database can be Overwritten by a Restore automatically reverts to deselected as a restore job completes (thereby protecting the store). If it is necessary in the future to perform further restores for an Information Store, this property must be set every time a restore is performed.


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Figure 5-2:The pop-up
menu thatappears whenyou right-clickon a selected

Storage Groupdatabase.

2. Right-click on a mailbox database and select Properties from the pop-up menu.

3. From the Database Properties window, in the General tab select the This Database can be Overwritten by a Restore option.

Figure 5-3:The Database

Propertieswindow withthe General

tab active andthe ‘This

Database canbe Overwritten

by a Restore’option

selected

4. Click OK to close this window and confirm the selection.

5. Repeat steps 2 - 4 until this option has been activated for all mailbox databases in the target Storage Group.

5.2.1.b Dismounting Information Stores in Exchange 2000/2003Figure 5-4:The pop-up

menu revealedwhen right-

clicking aStorage Group

in Windows.

Dismount the Information Store to be restored by doing the following:

1. Launch the Exchange System Manager.2. Expand the Administrative Groups to show the

available stores.3. Right-click on the desired store and select

Dismount Store from the pop-up menu.4. A warning dialog box will appear indicating that the selected Information

Store will not be available if this process takes place. Click on Yes to accept the warning and dismount the store.


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Figure 5-5:A dismounted

InformationStore

5. Once the Information Store has been successfully dismounted, its icon will change to reflect this (i.e., the normal icon of an Information Store will be replaced by one with a circled red dot).

5.2.1.c Dismounting Mailbox Databases in Exchange 2007Figure 5-6:The pop-up

menu revealedwhen right-

clicking aStorage Group

in theDatabase

Managementtab

Dismount the mailbox database to be restored by doing the following:

1. Launch the Exchange Management Console.

2. Expand the Server Configuration node

3. Select the Mailbox node.

4. In the Database Management tab, drill-down to the desired mailbox database.

5. Right-click on the store and select Dismount Database from the pop-up menu.

6. A confirmation dialog box will appear. Click on Yes to dismount the mailbox database.

Figure 5-7:A dismounted

Storage Group

7. Once the mailbox database has been successfully dismounted, its icon will change to reflect this and its status will change to Dismounted in the status column.

5.2.2 Selecting Data for a RestoreWith the restore preparations completed and a proper restore strategy in mind, follow the steps below to select data for the restore:

1. From the NetVault: Backup GUI, launch the Restore window by clicking either of the Restore buttons available on the command toolbars (or by choosing the Restore command from the Operations pull-down menu). You will see a list of NetVault: Backup Clients that have been the target of successful backup jobs in the Selections tab.

2. Locate the Client configured as the Exchange Server, and open it to display a list of the APMs/plugins which have been used to backup data.

Important: NetVault: Backup can be configured to issue a request to the Exchange Server to automatically mount the store again once the restore has completed.


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To open any node in the Restore Selections tab, you can do either of the following:

Double-click on the NodeRight-click on the Node and Select the Open Command from the Pop-up Menu

Figure 5-8:The Selections

tab of theRestore

window withvarious

InformationStores

selected for arestore

3. Locate the Exchange Server APM in the list and open it to display the backup savesets created with the APM. Each saveset will be labeled with it’s given “Job Title” followed by its backup type and the time that the backup was performed. The backup type identifiers are outlined in the table below:

4. Open the desired backup saveset to display the individual Exchange Server Storage Groups that were the target of the backup. From this level, double-click on a node to open it (the right-click + Open method is not available).

5. Each Storage Group can be opened to reveal the individual stores that were included in the backup. Select the data for restore by clicking in its associated check box. NetVault: Backup makes it possible to select from the following items for inclusion in a restore job.

Entire Information StoreIndividual Storage GroupsSets of Storage GroupsIndividual DatabasesSets of DatabasesTransaction Logs/Patch Files

Backup Type Backup Type IdentifierFull Backup FULL

Copy Backup COPY

Incremental Backup INCREMENTAL

Differential Backup DIFFERENTIAL


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5.2.2.a Restore LimitationsThe Exchange Server APM does not support the relocation or renaming of restored items. NetVault: Backup’s Rename/Relocate functionality can not be used when restoring a backup to an Exchange Server. Relocating a database file path must be performed in the Exchange Management Console or the Exchange System Manager (depending on what version of Exchange you are using). Complete instructions for this procedure can be found in the relevant Microsoft Exchange documentation. In addition, the articles, Moving Store Files to a New Directory in Exchange 2003 and How to Move a Storage Group Path in Exchange 2007 can be consulted via Microsoft’s TechNet website. At the time this document was generated these articles were available at the following links:

Exchange 2003http://technet.microsoft.com/en-us/library/bb124863.aspx

Exchange 2007http://technet.microsoft.com/en-us/library/bb125252.aspx

5.2.2.b Additional Functionality Available in the Restore Selections TabIn addition to direct data selection, the Selections tab offers a variety of other functionality that can be used to perform tasks from locating specific data to managing entries in the NetVault: Backup Database. This functionality is not unique to the Exchange Server APM (it is available for use with all NetVault: Backup APMs/Plugins), and descriptions on their use can be found in the NetVault®: Backup - Administrator’s Guide. The points below offer a brief description of this functionality as well as a reference to where information can be found in the NetVault®: Backup - Administrator’s Guide.

Figure 5-9:The Selection

Methodoptions, which

allow you tochoose how

items aredisplayed in

the Selectionstab

Selection Method Pull-down Menu - This menu allows you to select a method for the organization of data items displayed in the Selections tab, based on three basic selections:

APM/Plugin Used in the Backup (Default)Backup Selection Set UsedJob Title

Information on this functionality can be found in the section “The Selection Method Pull-down Menu” located in the chapter of the NetVault®: Backup - Administrator’s Guide dedicated to the Restore functionality.




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Figure 5-10:
The FilterOptions, which

allow you tofilter how items

are displayedin the

Selections tab

Filter Options Frame - Filter Options can be set to customize how data is displayed in the Restore Selections window. The following options are available:.

By Date Range - To list the savesets generated during a given period, select this option and set the dates in the fields provided.Show On-line Status - Select this option to list only the currently available media.

Click on the Apply Filter button.

Details on this functionality are covered in the section “The Filter Options Frame” located in the chapter of the NetVault®: Backup - Administrator’s Guide dedicated to the Restore functionality.

Figure 5-11:Right-clickinga node in the

Selections tabof the Restore

windowsaccesses the

Search,Media List,

and Compresscommands

Search Functionality - At various levels of the selection tree, you can access the “Search...” command by right-clicking on a node. This allows you to search for specific data items based on an item’s name. Information on this functionality can be found in the section “The Search Facility” located in the chapter of the NetVault®: Backup - Administrator’s Guide dedicated to the Restore functionality.Media List - This command provides information pertaining to the media used for this backup saveset. Complete information on this functionality can be found in the section “The Media List Tool” located in the chapter of the NetVault®: Backup - Administrator’s Guide dedicated to the Restore functionality.Index Compression Functionality (Compress/Uncompress Commands) - Each job generates an index entry in the NetVault: Backup Database (NVDB), and this entry is required by NetVault: Backup to restore the job. However, as job numbers increase, so do the number of index entries, and as an end result, the NVDB will continue to grow and occupy increasing amount of hard disk space. This functionality allows you to compress these entries and reduce the overall size of the NVDB. In turn, these entries can be decompressed as required, to allow for a restore. Complete information on this functionality can be found in the section “NetVault: Backup Database Management and the Restore Window” located in the chapter of the NetVault®: Backup - Administrator’s Guide dedicated to the Restore functionality.


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5.2.3 Setting Restore OptionsFigure 5-12:The Restore

Options tab forthe ExchangeServer APM.

With the desired data items selected for a restore, click on the Restore Options tab. This tab contains options that can be set in conjunction with items selected for a restore in the Selections tab.

The following options will be available:

Backup Type - The type of backup that was performed, based on the saveset chosen for a restore in the Selections tab, is displayed here.The Restore Method Frame - This frame contains two options that allow you to select the restore method of Exchange Server APM.

Extensible Storage Engine (ESE) - Select this option to perform the restore of selected data using the Extensible Storage Engine method which allows for the recovery of Full, Differential, and Incremental Backup types. For more information refer to the section Extensible Storage Engine Restore Method on page 41.Copy Files to Target Directory Only - Select this option if you want to restore the raw files from storage to a specific target directory. Note that when choosing this method database recovery is not available. When restoring using the Copy Files to Target Directory Only method, databases do not need to be dismounted from the Exchange Server prior to the start of the restore job.

The Restore Options Frame - This frame contains the following two options: Restore Files From Backup (Default Selected) - This option is selected by default in order to restore the files selected in a backup set. In the event that the Perform Recovery (Enable Only on Last Step in Restore Sequence) option was not selected for the last restore job in a restore sequence, an additional restore job should be run. This restore job should have the same backup saveset selected, the Restore Files From Backup option deselected, and the Perform Recovery (Enable Only on Last Step in Restore Sequence) option selected. With these options set,


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NetVault: Backup will perform the recovery without re-transferring the data from the backup media to the Exchange Server. Temporary Directory for Restored Log Files - Transaction log and patch files will be stored in a temporary location during the restore and recovery process. Specify the temporary directory for this restore job in this field.

The Recovery Options Frame - This frame contains several options that can be selected to modify certain procedures during the recovery process.

Perform Recovery (Enable Only on Last Step in Restore Sequence) - Select this option when performing the last job of a restore sequence. If the restore sequence only includes a Full Backup, select this option for the Full Backup. If the restore sequence includes Incremental or Differential Restores, select this option when restoring the last backup in the restore sequence. This option finalizes the restore process upon completion of the restore job for which it was selected (i.e., the Exchange Server will then be alerted to perform any necessary recovery tasks). All other options in the Recovery Options frame will be greyed-out unless this option is selected.Verify Completion (Default Selected) - With this option selected, NetVault: Backup will wait for the Exchange Server to complete its own recovery operations for each selected Storage Group, before continuing with the data restore of any additional Storage Groups. These results are then recorded in the NetVault: Backup logs for the job (i.e., these logs would be viewable via the Logs window of the NetVault: Backup GUI). This may increase the elapsed time of the restore, but the end results of the Exchange Server recovery operations for each Storage Group can be viewed locally on the NetVault: Backup Server. If this option is deselected, NetVault: Backup will proceed to restore each selected Storage Group, without waiting for the final results from the Exchange Server. As a result, none of this data will be recorded in the NetVault: Backup logs. Regardless of this option’s setting, these results will be logged in the Windows Application Event Log on the Exchange Server and can be viewed with the Windows Event Viewer utility.

Important: 1. If the Verify Completion option is deselected, NetVault: Backup will not report the overall

successful completion of a restore job. Therefore, it will be necessary to log on locally to the target Exchange Server and verify the status of any restored data.


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Replay Current Logs - With this selected, NetVault: Backup will request that the target Exchange Server access any additional transaction log files that were generated after the point in time the backup was taken. Once the transaction log files have been accessed, they will be applied during the Exchange Server’s recovery operations (i.e., after data restore is complete) in order to bring any applicable databases to their most recent state.

Delete Temporary Log Files After Recovery (Default Selected) - Leave this option selected to delete temporary files and temporary log and patch files from the directory in the Temporary Directory for Restored Log Files field after the recovery process is completed. Deselecting this option will retain the log and patch files after the recovery process is completed.

Mount Databases After Recovery (Default Selected) - This option can be selected to automatically mount the dismounted databases within the databases once the restore completes. It is recommended that this option be left default selected, otherwise it will be necessary to manually mount the databases upon completion of the restore in order to bring it back online.

Authentication Details - This frame is used to specify job-specific authentication details. If the authentication details specified in this frame are not successfully validated, the authentication details that have been configured for the server are used instead. To specify the authentication details for a server, see the section Configuring Authentication Details on page 22. The available options for this frame are:

2. Due to the nature of this option, when it is used in conjunction with the Mount Databases After Recovery option, NetVault: Backup may not automatically re-mount all databases included in the restore, once the recovery completes. The Storage Groups the selected databases belong to can be successfully mounted using the Exchange System Manager (2000/2003) or Exchange Management Console (2007) utility. Please see the relevant Exchange documentation for information on re-mounting stores.

Important: If the Replay Current Logs option is deselected, once the restore job has completed the current transaction logs will not be applied during the recovery phase. This will result in the loss of all data that is new or has been changed since the time of the backup.

Important: The Delete Temporary Log Files After Recovery option should be selected in nearly all cases. In situations in which this option is not selected, subsequent restores that use the same directory for Temporary Log Files may result in restore failures in which Microsoft Exchange reports incomplete, incongruous, or out-of-sequence log files and may result in database errors.


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Target Exchange Server - The machine name of the original target Exchange Server will appear in this field by default (i.e., the Exchange Server from which the selected backup saveset was generated). You can enter a different machine name to target a different Exchange Server for the restore. Unless you are restoring to an alternate Exchange Server, it is recommended that this field be left at its default.Exchange Administrator User Name - By default, this field will contain the administrator-level account that was used to backup the original target Exchange Server. This value can be changed as required, but the account named must have the proper backup and restore permissions for the machine that is to serve as the target of the restore.Password - Enter the password associated with the user name specified in the Exchange Administrator Username field. For security reasons, this field will appear blank by default. Windows Domain - If a Domain Account is specified in the Exchange Administrator User Name field, enter the name of the domain. The field can be left blank if a local system account is specified.

5.2.4 Finalizing and Submitting a Restore JobWith desired data items selected and the desired options set in the Restore Options pane, these last few steps are to be followed to finalize the restore job and submit it to be run.

1. The remaining available tabs (e.g., Target Client, Schedule and Advanced Options) contain additional options that can be set as desired. These options are consistent throughout all plugins and APMs in NetVault: Backup. For more information on these tabs and the options available within, please see the NetVault®: Backup - Administrator’s Guide.

2. Enter a suitable title for the job in the Job Title field. It is strongly recommended that a specific name value be used to allow for easy recognition of the restore job in the other windows of the NetVault: Backup GUI (e.g., the Logs and Job Management windows).

Submit the restore job by clicking the Submit button. As with a backup, the job status, progress and log entries can be viewed in selected windows of the NetVault: Backup GUI. Please see the NetVault®: Backup - Administrator’s Guide for information on accessing these windows for this purpose.

5.2.5 Example Restore SequencesAll restore scenarios using the Exchange Server APM are seen by NetVault: Backup as a sequence of restores; from the recovery of a series of 10 Incremental Backups to the recovery of a single Full Backup. Therefore, it is necessary to follow a specific set of steps to successfully recover data using the Exchange


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Server APM. The following sub-sections offer examples on the steps required to restore the various backup types.

5.2.5.a Restoring a Standalone Full BackupThe restore of a single Full Backup is seen as a restore sequence by the Exchange Server APM. Therefore, certain steps must be followed to successfully restore a standalone Full Backup, in order to make its recovered data suitable for use by Exchange.

1. Dismount the target database(s) on the target Exchange Server as outlined in the section Preparing the Exchange Server for Recovery on page 42. The target Exchange Server database(s) must be dismounted prior to launching a restore job, otherwise it will fail.

2. In the Exchange Server APM Selections tab of the Restore window, select the objects to be restored, i.e., the entire Information Store or only the databases that have been corrupted as detailed in the section Selecting Data for a Restore on page 45.

3. Select the Log and Patch Files data item for inclusion in addition to any desired data item(s).

4. In the Restore Options tab, ensure the options are as follows:Backup Type is labelled FULL.Select Extensible Storage Engine (ESE) as the Restore Method.Select Restore Files from Backup in the Restore Options frame.Select Perform Recovery (Enable only on Last Step in Restore Sequence) in the Recovery Options frame.Select Mount Databases after Recovery.Enter the proper values in the Authentication Details frame.

5. Complete the Schedule, Target Client and Advanced Options tabs, enter a suitable Job Title and submit the job. See the section Finalizing and Submitting a Restore Job on page 52 for details on submitting the job to run.

6. On job completion, NetVault: Backup will finalize the restore and recovery process and all restored data will be readily accessible to the Exchange Server.

5.2.5.b Restoring an Incremental Backup SequenceThe process required to successfully recover a sequence of Incremental Backups can be broken down into three phases:

Important: This section offers an example of the steps required to successfully recover a single Full Backup. The instructions offered here do not apply to the recovery of the Full Backup associated with a Differential or Incremental sequence of restores.


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Phase 1: Restore the Original Full BackupPhase 2: Restore All Intermediary Incremental BackupsPhase 3: Restore the Final Incremental Backup

This example will assume that Full Backups are performed every Sunday night at 11:00 p.m. while Incremental Backups are performed Monday through Saturday at 11:00 p.m. Since recovery is being performed on Wednesday, Sunday's Full Backup followed by Monday's and Tuesday's Incremental Backup must be restored.

Restore the Original Full Backup

1. Dismount the target database(s) on the target Microsoft Exchange Server (as outlined in the section Preparing the Exchange Server for Recovery on page 42. The target Exchange Server database(s) must be dismounted prior to launching a restore job, otherwise it will fail.

2. From the Selections tab of the Restore window, access the desired Exchange Server and locate the Full Backup saveset that served as a starting point for the desired Differential Backup sequence.

3. Drill-down in the backup saveset and select the objects to be restored, i.e., the entire Information Store or only the databases that have been corrupted as detailed in the section Selecting Data for a Restore on page 45. Make note of the exact items that were selected for the restore.


5. In the Restore Options tab, ensure the options are as follows:Backup Type is labelled FULL.Select Extensible Storage Engine (ESE) as the Restore Method.Select Restore Files from Backup in the Restore Options frame.Deselect Perform Recovery (Enable only on Last Step in Restore Sequence) in the Recovery Options frame. All other options in the Recovery Options frame should be greyed-out.Enter the proper values in the Authentication Details frame.

6. Leave all other options in this tab at their default.7. Complete the Schedule, Target Client and Advanced Options tabs,

enter a suitable Job Title and submit the job. See the section Finalizing and Submitting a Restore Job on page 52 for details on submitting the job to run.


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Restore All Intermediary Incremental Backups

1. From the Selections tab of the Restore window, access the desired Exchange Server and locate the backup saveset that served as first Incremental Backup in the sequence.

Figure 5-13:With the

original FullBackup

restored, thebackup

saveset for thefirst

IncrementalBackup in the

series isselected.

2. Open this backup saveset and select the items to be restored. Since this is an Incremental Backup, only the transaction log and patch files are included in the backup. It is recommended that you make note of the exact items selected for this restore job as the same items should be selected for every Incremental Backup in the restore sequence.

3. In the Restore Options tab, ensure the options are as follows:Backup Type is labelled INCREMENTAL.Select Extensible Storage Engine (ESE) as the Restore Method.Select Restore Files from Backup in the Restore Options frame.Deselect Perform Recovery (Enable only on Last Step in Restore Sequence) in the Recovery Options frame. All other options in the Recovery Options frame should be greyed-out.Enter the proper values in the Authentication Details frame.



6. Repeat steps 1 - 5 for all additional Incremental Backups in the order they were performed except for the last Incremental in the sequence. Specific settings must be made for this final restore which are covered in the following section.

Restore the Final Incremental Backup

1. With all previous restores successfully completed, including the original Full and subsequent Incrementals, access the Selections tab of the Restore window and drill-down to the last Incremental Backup saveset in the sequence.


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2. Open this backup saveset and select the items to be restored. Refer to the data items that were restored in all previous Incremental Backup restore jobs and select these exact same items for the restore.

3. In the Restore Options tab, ensure the options are as follows:Backup Type is labelled INCREMENTAL.Select Extensible Storage Engine (ESE) as the Restore Method.Select Restore Files from Backup in the Restore Options frame.Select Perform Recovery (Enable only on Last Step in Restore Sequence) in the Recovery Options frame.Select Mount Databases after Recovery.Enter the proper values in the Authentication Details frame.

4. If the most recent Incremental Backup is selected for restore then the Replay Current Logs option should be selected. If the Incremental Backup selected for restore is not the most recent, i.e., you are restoring an Exchange Server to a specific point in time prior to the last available Incremental Backup job, then the Replay Current Logs option should be deselected. If this option is selected, the Exchange Server will scan all recent logs and update all data to its most recent state, rather than leaving the restored data at the state it was in at the time the Incremental Backup was completed.


5.2.5.c Restoring a Full + Differential Backup SequenceThe process required to successfully recover a Full + Differential Backup can be broken down into two phases:

Phase 1: Restore the Original Full Backup Phase 2: Restore the Desired Differential Backup

This example will assume that Full Backups are performed every Sunday night at 11:00 p.m. while Differential Backups are performed Monday through Saturday at 11:00 p.m. If recovery is performed on Tuesday, Sunday's Full Backup and Monday's Differential Backup must be restored. If recovery is performed on Thursday, Sunday's Full Backup followed Wednesday's Differential Backup must be restored.

Restore the Original Full Backup

1. Dismount the target database(s) on the target Microsoft Exchange Server as outlined in the section Preparing the Exchange Server for Recovery on


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page 42. The target Exchange Server database(s) must be dismounted prior to launching a restore job, otherwise it will fail.

2. From the Selections tab of the Restore window, access the desired Exchange Server and locate the Full Backup saveset that served as a starting point for the desired Differential Backup sequence.

3. Drill-down in the backup saveset and select the objects to be restored, i.e., the entire Information Store or only the databases that have been corrupted as detailed in the section Selecting Data for a Restore on page 45. Make note of the exact items that were selected for the restore.


5. In the Restore Options tab, ensure the options are as follows:Backup Type is labelled FULL.Select Extensible Storage Engine (ESE) as the Restore Method.Select Restore Files from Backup in the Restore Options frame.Deselect Perform Recovery (Enable only on Last Step in Restore Sequence) in the Recovery Options frame. All other options in the Recovery Options frame should be greyed-out.Enter the proper values in the Authentication Details frame.



Restore the Desired Differential Backup

Figure 5-14:The Selections

tab of theRestore

Window withthe last

Differential inthe sequence

expanded andits data items

selected.

1. With the restore of the original Full Backup successfully completed, access the Selections tab of the Restore window and drill-down to the backup saveset belonging to the desired Differential Backup in the sequence.

2. Open this backup saveset and select the items that are to be restored. Since this is a Differential Backup, only the transaction log and patch files


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should have been included in the backup. Select the Log and Patch Files node for all the Storage Groups that were selected during the Full Backup restore.

3. In the Restore Options tab, ensure the options are as follows:Backup Type is labelled DIFFERENTIAL.Select Extensible Storage Engine (ESE) as the Restore Method.Select the Restore Files from Backup is selected in the Restore Options frame.Select Perform Recovery (Enable only on Last Step in Restore Sequence) in the Recovery Options frame.Select Mount Databases after Recovery.Enter the proper values in the Authentication Details frame.

4. If the most recent Differential Backup is selected for restore then the Replay Current Logs option should remain selected. If the Differential Backup selected for restore is not the most recent, i.e., you are restoring an Exchange Server to a specific point in time prior to the last available Differential Backup, then the Replay Current Logs option should be deselected. If this option is left selected, the Exchange Server will scan all recent logs and update all data to its most recent state, rather then leaving the restored data at the state it was in at the time the Differential Backup was completed.


6. On job completion, NetVault: Backup will finalize the restore and recovery process and all restored data will be readily accessible to the Exchange Server.

5.3.0 Other Restore Procedures

5.3.1 What is a Recovery Storage Group?The Recovery Storage Group (RSG) is a resource that was first made available in Exchange 2003. This utility allows for the creation of this special Storage Group that can be mounted outside of an actual Exchange Server’s configuration to serve as a target for the restore of backed up data. With an RSG in place, previously backed up data can be restored to an RSG without disrupting the existing structure of the Exchange Server. This can be ideal when previously backed up individual Storage Group data (e.g., Mailbox Stores and their contents) must be reviewed, but the Exchange Server must stay up and running. RSGs can also be useful when correspondence is accidentally deleted or must be recovered


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in the case of a legal inquiry. Lost correspondence can be retrieved by performing individual mailbox or mailbox component recovery.

A complete description of Recovery Storage Groups and their usage can be found in the relevant Microsoft Exchange documentation. In addition, the Exchange 2007 article Understanding Recovery Storage Groups can be consulted via Microsoft’s TechNet website. At the time this document was generated this article was available at the following link:


5.3.2 Restoring Data to a Recovery Storage Group in Exchange 2003The procedures that follow illustrates the steps required to establish an RSG in Exchange 2003 as well as how to use NetVault: Backup to restore backed up data to it.

5.3.2.a Creating a Recovery Storage Group (RSG)

Setting up a recovery Storage Group involves two basic steps:

Creating the Recovery Storage GroupAdding the Databases to be Restored

Complete instructions for both of these procedures can be found in the relevant Microsoft Exchange documentation. In addition, the article, Setting Up a Recovery Storage Group can be consulted for this information, via Microsoft’s TechNet web site. At the time this document was generated, this article was available at the following link:


5.3.2.b Restoring Data to the Recovery Storage Group (RSG)

With the RSG successfully created and the appropriate database(s) added to it, perform the following steps for a restore of the desired data to the RSG.

Important: The Database File Locations section detailed in the article Setting Up a Recovery Storage Group requires that the logical name of the desired database be known so that it can be selected for addition to the RSG. Therefore, it is recommended that the desired backup saveset be browsed in the Selections tab of the Restore window in order to record this information prior to performing this procedure.

Important: To avoid complications in a restore of this type, it is recommended that individual Storage Groups be restored on a one per job basis, i.e., only select an individual Storage Group for inclusion in a single restore job.




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Depending on your backup and recovery strategy, refer to one of the applicable procedures outlined in the section, Example Restore Sequences on page 52 for instructions on restoring data items in a Backup Saveset to an RSG.

During an RSG restore operation the Exchange Server APM will redirect recovered data to the RSG rather than overwriting the original database.

5.3.2.c Viewing Data Restored to a Recovery Storage Group (RSG)Once data has been restored to the RSG, it must be extracted for viewing. For Exchange 2003, the Mailbox Merge Wizard (ExMerge) tool is the only supported method of extracting data from a database in an RSG. Please see the relevant Microsoft Exchange documentation pertaining to the use of this utility. In addition, the article, Salvaging Data from the Recovery Storage Group in Exchange Server 2003 can be consulted for this information via Microsoft TechNet website. At the time this document was generated this article was available at the following link:


5.3.3 Restoring Data to a Recovery Storage Group in Exchange 2007The procedures that follow illustrates the steps required to establish an RSG in Exchange 2007 as well as how to use NetVault: Backup to restore backed up data to it.

5.3.3.a Creating a Recovery Storage Group (RSG)

Setting up a recovery Storage Group involves two basic steps:

Creating the Recovery Storage GroupAdding the Databases to be Restored

Complete instructions for both of these procedures can be found in the relevant Microsoft Exchange documentation. Additional information about using Recovery Storage Groups in Exchange 2007 can be found in the article, Working with Recovery Storage Groups via MSExchange.org’s website. At the time this document was generated, this article was available at the following link:

http://www.msexchange.org/tutorials/Working-Recovery-Storage-Groups-Exchange-2007.html?printversion

5.3.3.b Restoring Data to the Recovery Storage Group (RSG)With the RSG successfully created and the appropriate database(s) added to it, perform the following steps for a restore of the desired data to the RSG:


http://www.msexchange.org/tutorials/Working-Recovery-Storage-Groups-Exchange-2007.html?printversion


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Depending on your backup and recovery strategy, refer to one of the applicable procedures outlined in the section, Example Restore Sequences on page 52 for instructions on restoring data items in a Backup Saveset to an RSG.

During an RSG restore operation the Exchange Server APM will redirect recovered data to the RSG rather than overwriting the original database.

5.3.3.c Viewing Data Restored to a Recovery Storage Group (RSG)For Exchange Server 2007, the Exchange Troubleshooting Assistant (ExTRA) and Windows PowerShell included with Exchange 2007 may be used to extract data from a database in an RSG. Please see the relevant Microsoft Exchange documentation pertaining to the use of these utilities. In addition, the article, Exchange 2007 How to Recover a Mailbox by Using a Recovery Storage Group can be consulted for this information via Microsoft TechNet website. At the time this document was generated this article was available at the following link:


5.3.4 Disaster Recovery of the Exchange ServerThis section offers a brief synopsis on how to fully recover an Exchange system utilizing backups performed with the Exchange Server APM. This procedure can be used to rebuild an Exchange Server completely if the original was destroyed or is otherwise unusable. If you are completely rebuilding an Exchange Server the Active Directory service should be available in Disaster Recovery Mode.

The restore sequence performed should bring the Exchange Server up to the most current point before the failure of the Exchange Server. This could include restoring a Full Backup, a Full Backup + a Differential Backup, or a Full + Incremental Backup(s) depending on your Exchange Server backup and recovery strategy. However, it is strongly recommended that the Microsoft documentation for the Exchange version in use be consulted for complete details on the proper way to perform this type of recovery. In addition the following articles can be consulted via Microsoft’s website. the time this document was generated, these articles were available at the following links:

Disaster Recovery for Microsoft Exchange 2000 Serverhttp://www.microsoft.com/downloads/

details.aspx?displaylang=en&FamilyID=6E55DD49-8A6C-4F30-947E-BDE95917F585

Important: To avoid complications in a restore of this type, it is recommended that individual Storage Groups be restored on a one per job basis, i.e., only select an individual Storage Group for inclusion in a single restore job.


http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=6E55DD49-8A6C-4F30-947E-BDE95917F585




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Exchange Server 2003 Member Server Recovery Methodshttp://technet.microsoft.com/en-us/library/aa998116.aspxExchange 2007 How to Recover a Lost Exchange Serverhttp://technet.microsoft.com/en-us/library/bb123496.aspx

5.3.4.a Restore Procedure1. Re-install the operating system. The operating system and service pack must

be identical to the operating system and service pack that was installed when the Backup Saveset was created.

2. Re-install Exchange in Recovery Mode. The Exchange version, edition, and service pack must be identical to the version, edition, and service pack of Exchange that was installed when the Backup Saveset was created. Complete instructions for this procedure can be found in the relevant Microsoft Exchange documentation.For Exchange 2003, the article, Exchange 2003 Running a Disaster Recovery Setup can be consulted via Microsoft’s Knowledge Base website. At the time this document was generated, this article was available at the following link:

http://support.microsoft.com/default.aspx?scid=kb;en-us;257415&product=exch2003

For Exchange 2007, the article, Exchange 2007 How to Recover a Lost Exchange Server can be consulted via Microsoft’s TechNet website. At the time this document was generated, this article was available at the following link:

http://technet.microsoft.com/en-us/library/bb123496.aspx3. Create an Exchange Server. This will serve as the target of the relocation

restore. Not only must this Exchange Server be properly set up and configured, it must also be accessible to the Exchange Server APM on the new restore target. See the section Configuring Authentication Details on page 22.

4. Re-install the NetVault: Backup Client and the Exchange Server APM.5. Add the Exchange Server to the NetVault: Backup domain as a Client. (For

details on this procedure, please see the NetVault®: Backup - Administrator’s Guide.)

6. Depending on your backup and recovery strategy, refer to one of the applicable procedures outlined in the section Example Restore Sequences on page 52 to recover the remaining Exchange data.

http://support.microsoft.com/default.aspx?scid=kb;en-us;257415&product=exch2003



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5.3.5 Recovering to a Different Exchange ServerNetVault: Backup’s Exchange Server APM also makes it possible to take the backup of a Storage Group performed on one Exchange Server and restore it to a secondary Exchange Server. This can be beneficial when it is necessary to recover a Storage Group to access its contents while leaving the initial Exchange Server untouched and operational. In addition, restoring to a secondary Exchange Server can be a good method for testing the integrity of backed up data (while not interfering with a running Exchange Server). This section offers instructions on restoring Full, Incremental, and Differential Backup types to a secondary Exchange Server.

5.3.5.a Recovering to a Different Exchange Server in Exchange 2000/2003

Restore Preparations

Prior to performing a restore of data in this manner, the following actions must be performed on the machine that is to serve as the new target for the restored Exchange Server data:

A Clean Installation of Exchange has been Performed on the New Target Server - It is recommended that this operation be performed on a newly installed Exchange Server, rather than an existing one.Target Server Established in a Different Network Domain - In order for this operation to work properly, the target machine for this operation must reside on a different network domain than where the original Exchange Server resides. If these two machines are set up on the same domain, NetVault: Backup will always attempt to recover the selected data to the original Exchange Server.Storage Groups Set Up on the Target Machine must Match the Original Exchange Server Exactly - Before attempting the restore of a specific Storage Group, the target machine must be set up to mirror that Storage Group’s structure as it appeared on the original machine, in regards to names and directory paths. For example, if the Marketing Storage Group contains five individual stores as shown in Figure 5-4 and originally existed in the root of the C:\ partition, a Storage Group must be established on the target machine with the same name, it must contain five stores all named exactly the same as the originals, and it must be located in the root of the C:\ partition.


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Figure 5-15:
Two ExchangeServers, one

with a newStorage Groupset up to mirror

the original

Dismount the Information Stores - Each individual Information Store must be dismounted on the target Exchange Server prior to initiating the restore. For complete details on dismounting a store, please see the section, Preparing the Exchange Server for Recovery on page 42.Set Overwrite Permissions - See the section Setting Overwrite Permissions on page 43.NetVault: Backup Must be Installed on Both Machines - For this operation to work properly, NetVault: Backup must be installed on both the original Exchange Server as well as the machine set up as the new target.

Storage Group structure on the initial Exchange Server

Storage Group structure set up to match on the target Exchange Server

Important: 1. As Exchange is set up on a new

target machine, all of the Information Stores contained in the automatically created First Storage Group will be given a title which includes the name of the Exchange Server itself, enclosed in parenthesis. To ensure proper recovery, these Information Stores must be renamed to identically match those from the original Exchange Server. For example, if the Information Stores on the original Exchange Server were accompanied by the name Mailbox Store (Exchange1), the newly created Information Stores on the target machine must be renamed to match. Failure to rename the Information Stores in this manner will result in a failed restore.

2. The previous process must take place for all Storage Groups that are to be recovered by a restore.

The First Storage Group on the Original Exchange Server. Information Stores are automatically named with the Exchange Server name in parenthesis (e.g. EXCHANGE1).

The First Storage Group on the newly created Exchange Server that is to serve as a recovery target. Its Information Stores have been renamed to match those of the original.


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Both Machines Must be Added to the NetVault: Backup Server as Clients - From the Client Management window of the NetVault: Backup Server, ensure that both machines have been successfully added as Clients. (For details on adding Clients to the NetVault: Backup Server, please see the NetVault®: Backup - Administrator’s Guide.)

Restore Procedure

With the pre-requisite operations complete, it is now possible to perform the restore of desired Storage Groups with the NetVault: Backup GUI. This process is similar to the standard restore process illustrated earlier in this manual, with the exception of a few steps.

This example procedure assumes that a Full Backup is being restored and not an Incremental or Differential Backup. In the event that a series of Incrementals or a Differential is to be recovered, this procedure would be followed to first recover the initial Full Backup. Subsequent Incremental or Differential Backups would then be recovered as a standard restore of this type. The only differences being that the new Exchange Server would need to be entered in the Target Exchange Server field of the Restore Options tab and the new Exchange Server should be selected in the Target Client tab. Depending on your backup and recovery strategy, you can refer to one of the applicable procedures outlined in the section, Example Restore Sequences on page 52 for further instructions on restoring data items in a Backup Saveset.

1. Follow steps 1 - 5 in the section Selecting Data for a Restore on page 45.2. Access the Restore Options tab and set the following options in the

Authentication Details frame accordingly:Target Exchange Server - Enter the system name (not the NetVault: Backup name) for the machine serving as the target for relocation.Exchange Administrator User Name - By default, this field will contain the administrator-level account that was used to backup the original target Exchange Server. This value can be changed as required, but the account named must have the proper backup and restore permissions for the machine that is to serve as the target of the restore.Password - Enter the password associated with the user name specified in the Exchange Administrator Username field. For security reasons, this field will appear blank by default.Windows Domain -This field can be left blank as it is not requirement for recovering to a different Exchange Server.


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Figure 5-16:
The TargetClient tab withthe new target

machineselected

3. The other options of the Restore Options tab can be changed as desired or left at their default settings. For more information see the section Setting Restore Options on page 49.

4. Select the Target Client tab. From this tab, select the desired target machine.

5. Input an appropriate name for the job in the Job Title field.

6. Start the job by clicking on the Submit button.

Post-Restore Requirements

Once the restore has been completed, it is necessary to perform a few operations on the new Exchange Server to bring it up and online.

1. Launch the Exchange System Manager on the newly recovered Exchange 2000/2003 Server and navigate to a restored Storage Group. Open it (by double-clicking on it) to reveal the individual Information Stores.

Figure 5-17:Selecting theRun Cleanup

Agentcommand on

the Mailboxitem in theExchange

SystemManager

2. Double-click on an Information Store to open it and locate the Mailboxes item. Right-click on it and select the Run Cleanup Agent command from the pop-up menu to establish the mailbox.

3. With the Mailboxes item successfully established, new user accounts must be created for each mailbox contained within the Information Store. By clicking the Information Store’s Mailboxes item in the Tree tab, individual user mailboxes that have been restored to it will be revealed in the Mailboxes window.

4. User accounts must be created for each of these user mailboxes, and they must be given the same name.

Important: For this process to complete successfully, it is recommended that all of the databases contained in a given Storage Group be selected for a recovery rather than only selecting certain databases.


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Figure 5-18:With a

Mailboxes itemselected,individual

mailboxescontainedwithin arerevealed,

including thoserequiring the

set up of newuser accounts

5. Make a note of the mailbox names contained within this window (e.g. “testusr26” and “testusr29” in the example image above).

Figure 5-19:The first pane

of the NewObject - User

window,accessed to

create a newuser account

6. Access the Active Directory Users and Computers window and locate the Users folder in the Tree tab. Right-click on this folder and select the New User command from the pop-up menu.

7. In the first pane of the New Object - User window that appears, enter one of the noted user account names in the First Name and User Logon Name fields and click Next to continue.

Figure 5-20:The secondpane of the

New Object -User window,

requestingpassword

information

8. In the next pane, enter a password for this account. It is recommended that a generic password is used, and the Password Never Expires option is selected. With these options set click on Next to continue.

Individual User Account mailboxes, requiring the set up of an actual user account

Important: Once the Run Cleanup Agent command has been successfully run, individual mailboxes revealed when a Mailboxes item is selected will be marked with a red circle containing a white “x” indicating that the mailbox as disconnected.


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Figure 5-21:
The third paneof the New

Object - Userswindow

contains thisoption whichmust be de-

selected

9. In the third pane of the New Object - Users window, ensure that the Create an Exchange Mailbox item is deselected. This mailbox was already restored to this Exchange Server, and this process is being performed simply to create an account to associate with it. With the option deselected, click Next to continue.

10.The final pane of this window will be revealed, giving confirmation of the creation of the user account. Click Finish to complete the process and close the New Object - Users window.

11.Repeat Steps 5 - 10 for each restored user account mailbox that exists in this Information Store (as was noted in Step 4, above).

Figure 5-22:Accessing the

Reconnectcommand from

the pop-upmenu

12.With the new accounts established, connect the restored mailboxes to the newly created accounts. From the Exchange System Manager, with the Mailboxes item still active to reveal the user account mailboxes contained within, right-click on one of the mailboxes and select Reconnect from the pop-up menu.

13.With the command selected, the Select a New User for this Mailbox window will appear. This window will contain several pre-created users, including those created in the previous steps of this section. Locate the desired user from the displayed list, click on it to select it and click OK.

Figure 5-23:After the

Reconnectcommand isselected the

Select a newuser for this

mailboxwindow will

appear. Selecta desired user

and click theOK button.

Important: If this option is not deselected, Exchange will return an error when it attempts to create a mailbox that already exists (i.e., the mailbox recovered by the previous restore that this account is be set up to link to).


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14.Repeat Steps 11 - 12 for each recovered mailbox contained in the Information Store.

15.Finally, the procedures outlined in Steps 1 - 13 must be performed for each Information Store contained within the recovered Storage Group.

Accessing Recovered Mail

When all of the steps covered in the previous section have been performed for all Information Stores with the recovered Storage Group, it will be possible to access Microsoft Outlook to view recovered mail for a selected user. To accomplish this, complete the following steps.

1. Logged in as an Administrator, access Outlook on the Exchange Server and log in as the desired user (i.e., one that was recovered and re-established via the previous instructions).

2. The account will open in Outlook revealing the recovered mail for the selected user, all of which will appear as new, un-read messages.

Figure 5-25:Microsoft

Outlookopened to a

specific UserAccount to

revealrecovered mail

items

Important: When performing the operation described in Step 12, a warning dialog box may appear stating that the selected object has not been replicated to the destination server. This is a known Microsoft Exchange issue that appears when attempting to recover a user mailbox. The message has no bearing on NetVault: Backup recovering the mailbox, and this process should recover it (i.e., this message can be ignored). When issued, click on OK to close the dialog box, and attempt the reconnect procedure again (as detailed in Steps 11 - 12).

Figure 5-24:The dialog box issued by Microsoft Exchange when attempting to reconnect a mailbox to a User Account


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5.3.5.b Recovering to a Different Exchange Server in Exchange 2007

Restore Preparations

Prior to performing a restore of data in this manner, the following actions must be performed on the machine that is to serve as the new target for the restored Exchange Server data:

A Clean Installation of Exchange has been Performed on the New Target Server - It is recommended that this operation be performed on a newly installed Exchange Server, rather than an existing one.Target Server Established in a Different Network Domain - In order for this operation to work properly, the target machine for this operation must reside on a different network domain than where the original Exchange Server resides. If these two machines are set up on the same domain, NetVault: Backup will always attempt to recover the selected data to the original Exchange Server.Storage Groups Set Up on the Target Machine must Match the Original Exchange Server Exactly - Before attempting the restore of a specific Storage Group, the target machine must be set up to mirror that Storage Group’s structure as it appeared on the original machine, in regards to names and directory paths. For example, if a Storage Group contains five individual mailbox databases and originally existed in the root of the C:\ partition, a Storage Group must be established on the target machine with the same name, it must contain five mailbox databases all named exactly the same as the originals, and it must be located in the root of the C:\ partition.Dismount the Databases - Each individual mailbox database must be dismounted on the target Exchange Server prior to initiating the restore. For complete details on dismounting a database, please see the section, Preparing the Exchange Server for Recovery on page 42.Set Overwrite Permissions - See the section Setting Overwrite Permissions on page 43.NetVault: Backup Must be Installed on Both Machines - For this operation to work properly, NetVault: Backup must be installed on both the original Exchange Server as well as the machine set up as the new target.Both Machines Must be Added to the NetVault: Backup Server as Clients - From the Client Management window of the NetVault: Backup Server, ensure that both machines have been successfully added as Clients. (For details on adding Clients to the NetVault: Backup Server, please see the NetVault®: Backup - Administrator’s Guide.)


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Restore Procedure

With the pre-requisite operations complete, it is now possible to perform the restore of desired Storage Groups with the NetVault: Backup GUI. This process is similar to the standard restore process illustrated earlier in this manual, with the exception of a few steps.

This example procedure assumes that a Full Backup is being restored and not an Incremental or Differential Backup. In the event that a series of Incrementals or a Differential is to be recovered as well, this procedure would be followed to first recover the initial Full Backup. Subsequent Incremental or Differential Backups would then be recovered as a standard restore of this type. The only differences being that the new Exchange Server would need to be entered in the Target Exchange Server field of the Restore Options tab and the new Exchange Server should be selected in the Target Client tab.

1. Follow steps 1 - 5 in the section Selecting Data for a Restore on page 45.2. Access the Restore Options tab and set the following options in the

Authentication Details frame accordingly:Target Exchange Server - Enter the system name (not the NetVault: Backup name) for the machine serving as the target for relocation.Exchange Administrator User Name - By default, this field will contain the administrator-level account that was used to backup the original target Exchange Server. This value can be changed as required, but the account named must have the proper backup and restore permissions for the machine that is to serve as the target of the restore.Password - Enter the password associated with the user name specified in the Exchange Administrator Username field. For security reasons, this field will appear blank by default.Windows Domain - This field can be left blank as it is not requirement for recovering to a different Exchange Server.

Figure 5-26:The Target

Client tab withthe new target

machineselected

3. The other options of the Restore Options tab can be changed as desired or left at their default settings. For more information see the section Setting Restore Options on page 49.

4. Select the Target Client tab. From this tab, select the desired target machine.

5. Input an appropriate name for the job in the Job Title field.

6. Start the job by clicking on the Submit button.


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Post-Restore Requirements

1. When restoring into a domain that may already have user accounts created, it is recommended that the mailbox database be scanned and cleaned. This will ensure that any previously disconnected mailboxes will be updated appropriately. Complete instructions for this procedure can be found in the relevant Microsoft Exchange 2007 documentation. In addition, the article, Exchange 2007 Clean-MailboxDatabase can be consulted via Microsoft’s TechNet website. At the time this document was generated, this article was available at the following link:

http://technet.microsoft.com/en-us/library/bb124076.aspx2. Due to the fact that the Exchange Server acting as the target for the restore

was established on a different network domain, none of the user accounts from the original Exchange Server’s Active Directory exist in the new domain. Therefore, all the user accounts from the original Exchange Server’s Active Directory must be imported to the new Exchange Server’s Active Directory. In Exchange 2007 this is accomplished using Exchange Management Shell scripts. Complete instructions for this procedure can be found in the relevant Microsoft Exchange 2007 documentation. In addition, the article, Exchange 2007 How to Generate Active Directory Accounts By Using the Mailbox Information in the Mailbox can be consulted via Microsoft’s TechNet website. At the time this document was generated, this article was available at the following link:


Important: For this process to complete successfully, it is recommended that all of the databases contained in a given Storage Group be selected for a recovery rather than only selecting certain databases.



User’s Guide

S E C T I O N 2 :

Appendix

User’s Guide

Appendix A:

A.1.0 - Exchange Server Failover Cluster Support.......................................... 77• A.1.1 - An Overview of Exchange Server Failover Clustering .............................................. 77• A.1.2 - About this Appendix................................................................................................ 77• A.1.3 - Installation .............................................................................................................. 78

- A.1.3.a - Pre-Requisites.................................................................................................... 78- A.1.3.b - Installation Procedure ......................................................................................... 79

• A.1.4 - Licensing ................................................................................................................ 80• A.1.5 - Configuration .......................................................................................................... 80• A.1.6 - Backup ................................................................................................................... 80• A.1.7 - Restore ................................................................................................................... 81

The Exchange Server Failover ClusterSupport

Appendix AThe Exchange Server Failover Cluster Support

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A.1.0 Exchange Server Failover Cluster Support

A.1.1 An Overview of Exchange Server Failover ClusteringThe Exchange Server Failover Clustering is designed to provide high-availability for an Exchange Server environment. For example, an Exchange Server can be configured on one node of a failover cluster to fail over to any other node in the cluster during a hardware failure, operating system failure, or a planned upgrade.

A failover cluster is a combination of one or more nodes (hosts) with shared storage. The combination of a resource group, along with its network name, and an IP address that makes up the clustered application or server is referred to as a “Virtual Server”. A virtual server appears on the network as if it were a single computer, but provides failover from one node to another node if the current node becomes unavailable.

The Exchange Server APM provides support for Exchange Server Failover Clustering. Using the failover cluster network name, the Exchange Server APM is able to identify the current node which is in control of the Exchange Server virtual server and target it for backup.

The installation, configuration, backup and restore procedures differ slightly in an Exchange Server Failover Cluster environment. This section of the documentation is intended to offer specifics on how the Exchange Server APM operates in a Failover Cluster environment.

A.1.2 About this AppendixThis section of the guide is designed to point out any differences between the setup and usage of the Exchange Server APM in a Failover Cluster environment vs. a traditional one. It is broken down in sections to mirror the sections found in the standard instructions, as follows:

Installation Licensing Configuration

Important: 1. In NetVault:Backup terminology, a cluster node is referred to as a “Virtual Client”. The

references to “Virtual Client” in the Exchange Server APM is basically a reference to the “Virtual Server” in the Exchange Server Failover Cluster environment.

2. In Exchange 2007 documentation, Failover Clustering is also referred to as a Single Copy Cluster.

3. Active/Active, Cluster Continuous Replication, and Local Continuous Replication is not supported in the Exchange Server APM.


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Backup Restore

A.1.3 Installation

A.1.3.a Pre-Requisites

The following pre-requisites must be met before it is possible to install the Exchange Server APM in a clustered environment:

Microsoft Exchange Failover Clustering Environment in Place - You must have a properly configured Failover Clustering environment. Failover Clustering is only supported with Exchange Server Enterprise Editions. Refer to the following articles via Microsoft’s TechNet website for more information on installing Failover Clustering:

Exchange Server 2003 Understanding Exchange Server 2003 Clusteringhttp://technet.microsoft.com/en-us/library/aa997507.aspx

Exchange 2007 Single Copy Clustershttp://technet.microsoft.com/en-us/library/bb125217.aspx

Separate NetVault:Backup Server Machine - The machine that is to serve as the NetVault:Backup Server must be properly configured and it must exist

Important: 1. Unless outlined in the sections that follow, backups and restores performed with the

Exchange Server APM of clustered data are the same as those performed with traditional Microsoft Exchange data.

2. The following sections of this guide only offer information on Microsoft Exchange-specific settings required for the use of this APM in a Failover Cluster environment. They do not offer instructions on how to set up NetVault:Backup’s Application Cluster Support to administer backups/restores of non Exchange Server related data/files. This process is not APM-specific and complete details can be found in Appendix D: NetVault:Backup’s Application Cluster Support of the NetVault®: Backup - Administrator’s Guide.

3. Prior to viewing the contents that follow, it is strongly recommended that Appendix D: NetVault:Backup’s Application Cluster Support of the NetVault®: Backup - Administrator’s Guide be thoroughly reviewed to obtain a better understanding of how the information presented here works in conjunction with Exchange Server Failover Cluster functionality.

4. NetVault:Backup’s Encryption functionality is not supported for use in Exchange Server Failover environment. If you intend to use Application Cluster Support in conjunction with the Exchange Server APM, NetVault:Backup’s Encryption functionality must be disabled. Please see the NetVault:Backup Administrator’s Guide for details on disabling this functionality.




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outside the Exchange Server cluster, but have network connectivity to the nodes/hosts within the cluster.

A.1.3.b Installation Procedure

Installation of the Exchange Server APM for a clustered environment is different than the traditional installation of this APM. This process is completed through the creation of a “virtual client” on the NetVault:Backup Server. Simply put, a virtual client is a group of nodes/hosts within the cluster that are seen by the NetVault:Backup Server as a single client, that is created to backup a single clustered resource (e.g., an Exchange Server “virtual server”). During the virtual client creation process, the Exchange Server APM is transferred from the NetVault:Backup Server to selected nodes within a cluster and installed there.

Installation Specifics - Creating a Virtual Client

As noted in an earlier section, the virtual client creation process is not APM-specific and complete details can be found in Appendix D: NetVault:Backup’s Application Cluster Support of the NetVault®: Backup - Administrator’s Guide. However, a couple of points should be taken into consideration during the virtual client creation process:

Figure A-1:A Virtual Clientthat has been

set up with thesame name asits associated

ExchangeVirtual Cluster.

Assign a Name to the Virtual Client - It is highly recommended that the “virtual server” network name assigned to the Exchange Server be used as the NetVault:Backup virtual client name. When a virtual client is browsed, NetVault:Backup will locate the node currently in control of the clustered application, and reveal the Exchange Server instance (i.e., in the Selections tab of the Backup window). With a virtual client name set up as the Exchange Server “virtual server” network name, it will be easy to recognize the Exchange Server instance for which the virtual client was created. Only Include Relevant Cluster Nodes in the Virtual Client - The hosts that are to be included in the creation of a virtual client should only be those nodes within the cluster that are relevant to the Exchange Server “virtual server” that is to be backed up/restored.

After the creation of the virtual client, the APM is transferred to all designated cluster nodes and installed locally. The installed Exchange Server APM can be used via the virtual client to backup/restore shared data (only backups/restores of data established as shared within the cluster can be performed).


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A.1.4 LicensingAnother difference between using the Exchange Server APM in a clustered environment is how it is licensed for use.

Complete details on the licensing process, including how to obtain the proper license keys can be found in the section, Licensing a Virtual Client of Appendix D: NetVault:Backup’s Application Cluster Support in the NetVault®: Backup - Administrator’s Guide.

The Exchange Server APM supports backup and restore of shared data only. Hence, for Exchange Server failover cluster environment, only a single license would be needed - a clustered application license for the Virtual Client. When reviewing the section mentioned above in the NetVault:Backup Administrator’s guide, note that only Scenario A: Backup and Restore of Shared Data Only will be applicable along with Step 2: Obtaining and Applying License Keys.

A.1.5 Configuration

You must configure the actual virtual client from the NetVault:Backup Server by following the steps given below:

1. From the GUI on the NetVault:Backup Server, access the Backup window.2. In the Selections tab, locate the newly created virtual client and open it.3. Locate the Exchange Server APM in the list and open it. Drill-down to the

Exchange Server cluster, right-click and select Configure from the pop-up menu.

4. In the window that appears, set the desired configuration options. The options available are exactly the same as those covered in the section, Configuring Authentication Details of Chapter 3 on page 22.

5. With the desired options set, click on the OK button to confirm the settings and close this window.

A.1.6 BackupBacking up data using the Exchange Server APM that has been set up for use in a virtual client is relatively simple. Open the Exchange Server APM node in the Selections tab of the Backup window and select the Exchange Server “virtual server” (or the items contained within) for inclusion in the backup as shown in Figure A-1.

Important: This section assumes that a virtual client has already been created for use with the Exchange Server APM.


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A.1.7 RestoreFigure A-2:

Even thoughan individual

Client machinewas actually

used for eachbackup, the

restore isclassifiedunder the

name of thevirtual client in

the Restorewindow

Restoring a backup of a virtual client is conducted in the same manner as a restore performed to a traditional NetVault:Backup Client. All options available for a restore with the Exchange Server APM are also available for failover clustering environments, and data selection is performed in the same way as well. The only difference is that restorable backups of a virtual client are displayed in the Selections tab of the Restore window under the name of the virtual client, not the specific NetVault:Backup Client or node that was active during each backup. When a restore job is initiated, NetVault:Backup will communicate with all member Clients, to determine which machine is currently in control of the failover cluster and target this machine for the restore.

All of the instructions for performing a restore offered in this guide can be used in the recovery of a virtual client. Please see, Chapter 5: Restore with the Exchange Server APM on page 39 for complete information on restoring a Exchange Server APM backup.


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User’s Guide

Appendix B:

B.1.0 - The About Window ........................................................................................... 84

The About Window

The About Window

84

B.1.0 The About WindowThe About window shows you the software version. You can access this window from the Backup Selections tab. The steps are given below:

Figure B-1:The Exchange

Server APMAbout window

1. Launch the GUI on the NetVault:Backup Server and access the Backup window (via either of the buttons offered on the command toolbars, or by using the Backup command in the Operations pull-down menu). A list of machines successfully added as NetVault:Backup Clients will be displayed in the Selections tab,

2. Locate the Client configured as the Exchange Server, and open it to display a list of APMs/plugins installed on the machine.

3. Locate the Exchange Server APM in the list and right-click on it. 4. Select About from the pop-up menu.5. To close this window, click on OK.

User’s Guide

Appendix C:

C.1.0 - Troubleshooting................................................................................................. 86C.2.0 - Technical Support ............................................................................................ 87

• C.2.1 - BakBone Software’s Customer Support Website...................................................... 87

Troubleshooting/Support


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C.1.0 TroubleshootingThe table below details commonly encountered problems and possible solutions. In cases where an error occurs and it is not described in this table, view the job log to extract the Microsoft Exchange Server error number and then refer to the relevant Microsoft Exchange Server documentation for the resolution.

Symptom Error Message ExplanationBackup/Restore Fails Failed to connect The Exchange System Attendant Ser-

vice needs to be running before any Exchange backup or restore operations can be performed. This service is never shut down by either NetVault:Backup or Exchange itself.

Backup Job Fails Failed to connect Make sure all relevant Exchange ser-vices are started before backing up, including Exchange Directory, Event Service, Information Store, Exchange system attendant and Message transfer agent.

Log File Errors Failed to log on as user <username>

Check to make sure you are entering the correct user in the Backup Options tab. Ensure that the correct permissions are allocated to your Windows User Name as detailed in Configuring Authentication Details on page 22.

Log File Errors An error occurred. Please check that databases are dis-mounted.

The specific Storage Group(s) to be restored needs to be dismounted. Use the Exchange System Manager or Exchange Management Console to dis-mount them as detailed in Preparing the Exchange Server for Recovery on page 42


Check that the directory entitled “tmp” (default: “...\WINNT\tmp”) doesn't con-tain files that belong to a previously failed restore. See Preparing the Exchange Server for Recovery on page 42


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C.2.0 Technical SupportBakBone Software is dedicated to providing friendly, expert advice to our customers. Our highly trained professionals are available to answer questions, offer solutions to problems and generally help make the most of any BakBone software purchase. Log on to our web site for more information.

C.2.1 BakBone Software’s Customer Support Websitehttp://www.bakbone.com/supportportal/


Even if a specific database has been dismounted, if the option This Database can be Overwritten by a Restore is not selected in the Database Proper-ties window, this error will be given. See the section Setting Overwrite Permis-sions on page 43.

Backup Completed with Warnings

Once this status is revealed for backup, check the NetVault Log entries for the job to see if they display one or both of the fol-lowing messages:

“Failed to add backup record”“Failed to write index of backup to the database”

These messages indi-cate that the selected data was actually backed up, but the job’s index information was not properly added by NetVault to its database. Without this index information, the data can not be properly restored.

Method 1:Access the Device Management win-dow of the NetVault GUI and perform a scan of the media targeted by the job (i.e., by right-clicking on a the target media and selecting the Scan command from the pop-up menu). NetVault stores index information for backup jobs in two locations: in the NetVault Database and on the media targeted by the backup. By performing this scan, the index informa-tion will be added to the NetVault Data-base. To verify this, open the Restore window and locate the specific job. If it can be browsed and a restore job set up, the scan process has corrected the problem.Method 2:If the previous method failed, it will be necessary to re-run the backup job.

Symptom Error Message Explanation

http://www.bakbone.com/supportportal/


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NetVault Backup APM for Exchange Server Users Guide

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