SharePoint Backup best Practices

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Transcript of SharePoint Backup best Practices

SharePoint high availability

SharePointBackup and recovery for SharePoint TechnologiesRon Charityroncharity@gmail.com416-300-6033DraftVersion 2.0Date 10/9/2014

1Read me (Remove when presenting)This is a draft documentReviews are required by Penton and MetalogixReview each page and notesEdit as you see fit and highlight change in REDThe presenter has 15-20 minutes to presentThe presentation contains 15-20 slides to meet time slot

Left blank intentionally2Abstract (Remove when presenting)With SharePoint becoming more entrenched in organizations its importance to the business has increased significantly. SharePoint might not be directly linked to revenue generation in your organization but its most likely become a tool that people use daily and when there is a failure or data loss, you hear about it. This webinar will provide you with a holistic view of SharePoint backup and restore with a focus on key subjects that must be covered in order to plan, design, implement and manage a SharePoint backup and restore solution that meets requirements and is sustainable.Left blank intentionally

3BIORon CharityA published Technologist with 20 + years in infrastructure and application consulting.Experience working in the US, Canada, Australia and Europe. Has worked with SharePoint and related technologies since 2000.Plays guitar in a band, rides a Harley Nightster, owns a Superbird, and enjoys travel, especially to beach destinations.

Intentionally left blank4AgendaScoping and alignmentStakeholder Requirements and SLAsCorporate policy / roadblocksInformation architecture considerationsTechnical componentsOperational componentsQuality assurance, POCs and testingTraining and Awareness Proof of Concept/Pilot Further Reading and Contact information

Mental note >> What's the point? Why should they care?There are many ways to approach this topic Being allotted 20 minutes, I must briefly touch on important areas Im a consultant / architect take a holistic approach multiple view pointsYour level of success depends what youre managing to as success criteriaI will be prescriptive throughout the webinar and will be available through emailLots to cover

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Mental note >> What's the point? Why should they care?You require a strategy and plan to be truly successful.Success often depends on specific points of view.Especially in large organizations without governance or those using outsourced resources.An executive sponsor is key to your success.Leverage the team, company policy, stakeholders.Maneuver carefully around fiefdoms and other politics.6

Mental note >> What's the point? Why should they care?

Successful people usuallyHave a strategyHave a solid networkHave some helpSenior sponsorThink of the it this wayCoyote as your sponsor and Gorn as all the politics

7Stakeholder RequirementsSo where do you begin?Fully understand requirements and expectations you must reach out to the business and all the IT stakeholders. Use SharePoint as a tool daily for collaborationRun applications (or thirdparty) on top of SharePointIT persons that sustain related infrastructureThird-party support organizationsQuestion for them include:Are clients impacted?Is there an impact to business operations ?Is the Brand impacted?Is there a compliance / records mgmt. impact?

Mental note >> What's the point? Why should they care?

So where do you begin? To fully understand requirements and expectations you must reach out to the business and all the IT stakeholders. There are two critical goals at play; 1) Gather requirements from the various stakeholders and 2) Continuous education of the stakeholders to proactively manage expectations (Relationship building). Generally, there are many stakeholders include people that;Use SharePoint as a tool daily for collaborationRun applications (or components) on top of SharePointIT persons that sustain SharePoint and related infrastructureThird-party support organizationsSo not only must you be concerned about SharePoint but also applications that for lack of better words sit on top of SharePoint and other IT concerns. Where do you start? Interviewing each stakeholder and having a set of questions for them in advance with explanations for each question.For business staff, the following questions are a good start:Is the data directly linked to revenue generation?What is the cost per hour?If lost what is the cost to recreate?Is the brand impacted?Is the data directly classed as corporate records?Who uses the data?Company staff? Business partners? Clients?How many people rely on the data?When do the users access the data? For IT staff, the following questions are a good start:Are there outsourcing contracts associated with Backup and Restore? Related infrastructure?What Backup and Restore tools are in place today? Do they have SharePoint support?What Backup and Restore infrastructure is in place today? What skills are in place today related to Backup and Restore? SharePoint and SQL?Are there constraints with the IT environment today? Network bandwidths? Storage? Tape Libraries?What are the existing backup rotation schedules and windows? Where are the SharePoint farms located today? What is there configuration? How much data?For additional reading refer to the Microsoft planning and requirements workbook you can download (http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=10895 ).Once the interviews are complete you can document the service level objectives and distribute them for review, edits and final agreement. ?

8Stakeholder Requirements contAre there outsourcing contracts associated with Backup and Restore? Related infrastructure?What Backup and Restore tools are in place today? Do they have SharePoint support?What Backup and Restore infrastructure is in place today? What skills are in place today related to Backup and Restore? SharePoint and SQL?Are there constraints with the IT environment today? Network bandwidths? Storage? Tape Libraries?What are the existing backup rotation schedules and windows? Where are the SharePoint farms located today? What is there configuration? How much data?

Mental note >> What's the point? Why should they care?

So where do you begin? To fully understand requirements and expectations you must reach out to the business and all the IT stakeholders. There are two critical goals at play; 1) Gather requirements from the various stakeholders and 2) Continuous education of the stakeholders to proactively manage expectations (Relationship building). Generally, there are many stakeholders include people that;Use SharePoint as a tool daily for collaborationRun applications (or components) on top of SharePointIT persons that sustain SharePoint and related infrastructureThird-party support organizationsSo not only must you be concerned about SharePoint but also applications that for lack of better words sit on top of SharePoint and other IT concerns. Where do you start? Interviewing each stakeholder and having a set of questions for them in advance with explanations for each question.For business staff, the following questions are a good start:Is the data directly linked to revenue generation?What is the cost per hour?If lost what is the cost to recreate?Is the brand impacted?Is the data directly classed as corporate records?Who uses the data?Company staff? Business partners? Clients?How many people rely on the data?When do the users access the data? For IT staff, the following questions are a good start:Are there outsourcing contracts associated with Backup and Restore? Related infrastructure?What Backup and Restore tools are in place today? Do they have SharePoint support?What Backup and Restore infrastructure is in place today? What skills are in place today related to Backup and Restore? SharePoint and SQL?Are there constraints with the IT environment today? Network bandwidths? Storage? Tape Libraries?What are the existing backup rotation schedules and windows? Where are the SharePoint farms located today? What is there configuration? How much data?For additional reading refer to the Microsoft planning and requirements workbook you can download (http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=10895 ).Once the interviews are complete you can document the service level objectives and distribute them for review, edits and final agreement. ?

9Defining SLAsDefining the SLAs will require a mix of technical skills, financial skills and political savvyThe challenge is creating a solution that addresses business and financial needs yet works within business an technical limitationsWhat is (isnt) backed up and why (Think RTO/RPO)Data restore performance and administration implicationsBackup speed performance as it relates to capacity plansIT, Site Administrator and end user responsibilitiesThe process for provisioning backup and restoreThe process for recovering data

Mental note >> What's the point? Why should they care?

Defining the SLAs will require a mix of technical skills, financial skills and political savvy. Generally the technical aspects are well defined as provided by the various backup and restore toolset venders. Specifically, they have experienced staff, numerous whitepapers that provide comparisons and value statements as well as technical data. The true challenge is creating a solution that addresses business expectations, financing (What is being requested vs. what you can afford) and environmental realities (Infrastructure readiness, SharePoint complexities such as customizations etc).In your SLA, you must state the facts regarding the backup and restore serviceWhat is backed up and why (Think RTO/RPO)What isnt backup up and why (Think RTO/RPO)When data is backed up and any performance, change control and administration implicationsData restore performance and ad