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May 2007

Backing Up Exchange Server 2007


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SideBar    Exchange 2007 Server Roles and Backup Techniques

As I'm sure you know, Microsoft Exchange Server 2007 is very different from its predecessors. Because of the changes to Exchange 2007's architecture, the methods that you use to back up and restore Exchange data might vary from what you're used to. In Exchange Server 2003, creating a backup basically meant using an Exchange-aware backup application to back up the server's system state, file system, and any existing information stores. But with Exchange 2007's roles-based architecture, the backup techniques that you use will depend largely on the roles that the server is hosting. Therefore, I'm going to focus this discussion of backing up an Exchange Server on the aspects that are unique to each server role. Keep in mind that an Exchange server can host multiple roles. In those situations, you'll need to combine the backup techniques that correspond to the roles that the server is hosting.

The Mailbox Server Role
Of all the roles that Exchange Server performs, the Mailbox server role is usually the most important to the backup. That's because servers that host the Mailbox server role contain end-user data such as mailboxes and public folders.

As was the case in earlier versions of Exchange Server, mailbox and public folder data is stored in databases and in transaction log files. Exchange 2007 continues to use the Extensible Storage Engine (ESE) database format. As changes are made to the Exchange Server databases, those changes are first written to a RAM-based database cache, then written to a transaction log when the system's work load permits. The contents of the transaction logs aren't committed to the databases until the next backup. This means that unless you back up the system on a regular basis, transaction logs can accumulate until they eventually run the server out of disk space. If this happens, Exchange Server will dismount the database and stop accepting data until additional storage space is made available.

As was the case with Exchange 2003, Exchange 2007 uses the concept of storage groups (SGs). By default, Exchange 2007 stores both the databases and the transaction logs in a folder associated with the SG. For example, databases and transaction logs associated with the first SG are stored in the \Program Files\Microsoft\Exchange Server\MailboxFirst Storage Group folder. Of course this is only a default location. In real-world deployments, transaction logs and databases are almost always kept separate from each other for performance and disaster recovery reasons.

The databases in the transaction logs are by far the most important components of the Mailbox server role. You can back up these components by using any Exchange 2007aware backup application. However, there are other components that the Mailbox server role uses that you might need to recover. One such component is the Exchange Search information, an index of the contents of user mailboxes. It allows users to perform searches against messages and attachments. According to Microsoft, the Exchange Search information can't be backed up or restored. Instead, you must rebuild it, in which case, you don't have to worry about it as part of your backup process.

To rebuild the search index, first stop the Microsoft Exchange Search Service and delete the existing search catalog. The search catalog is stored in a subdirectory under the storage group directory. The name of the subdirectory varies, but it always uses the word CatalogData, followed by two GUIDs. To delete the search catalog, simply delete the contents of this folder within the SG that you're recovering. Then restart the service to force the search catalog to be rebuilt.

The Hub Transport Server Role
The Hub Transport server is responsible for routing messages within the Exchange organization. As such, servers that host the Hub Transport role have two main responsibilities: They host the message queues, and they maintain message-routing information for the Exchange organization as well as message-tracking logs and protocol logs. It also handles all the transport rules and other transport-related activities.

In spite of the importance of the Hub Transport server role, backing up a Hub Transport server isn't critical. To understand why this is the case, let's look at the functions of a Hub Transport server separately. Probably the more crucial of the Hub Transport server responsibilities is the message queue. The message queue consists of an ESE database similar to those used by Mailbox servers; however, Hub Transport servers use circular logging, which means Exchange overwrites the older logs in the log file, whereas Mailbox servers use sequential logging, in which the log files aren't removed until they're backed up. The reason Hub Transport servers are able to use circular logging is because of the transient nature of the data passing through the Store.

You might think you'd want to back up the message queue database just as you back up any other database. Keep in mind, though, that messages generally pass through the queue very quickly. Suppose that you made a backup of the message queue database, and 30 minutes later your system crashes. If you were to restore the message queue database, probably the only things that would be restored are messages that have already passed through the queue. The highly dynamic nature of this database and the fact that it uses circular logging makes traditional backups impractical.

This doesn't mean that in the event of a server crash you wouldn't want to salvage messages that are currently in the queue. If a Hub Transport server crashes, then you can use the same techniques to recover the message queue database that you would use to recover any other Exchange Server database, aside from restoring the database from backup. In fact, Windows NTBackup doesn't even allow you to back up the message queue database. In some situations, it may be possible to recover messages from the transport dumpster.

Now let's talk about the message-tracking logs and protocol logs. These log files store records of transactions that have occurred on the server. They aren't crucial to the server's operation but rather are used for forensic purposes. If the message-tracking logs and protocol logs are of value to you, you can use a regular file-level backup to back them up. By default, these logs are located in the \Program Files\Microsoft\Exchange Server\Transport Roles\Logs folder.

Lastly, Hub Transport servers contain configuration information related to the way that messages are routed throughout the Exchange organization. The majority of the configuration information is stored in Active Directory (AD). A small amount of configuration information is stored in the Windows registry, but this information isn't crucial to restoring a Hub Transport server to a functional status.

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