IBM Tivoli Storage Manager for MS SharePoint
Agenda- What is MS SharePoint ?- TSM for SharePoint- How TSM for SharePoint Works- How to Sell MS SharePoint- Competitive Landscape
What is SharePoint ? • Web-based workplace for online collaboration MS Windows SharePoint Services (WSS 2.0, WSS 3.0) • Collaboration Services, delivered as free Windows Server 2003 component MS Windows SharePoint Portal Server 2003 • Former Portal based collaboration and document management solution that extends WSS MS Office SharePoint Server 2007 • Portal based collaboration and document management solution that extends WSS What is SharePoint ? Why is this important? Provides sharing of critical business data and supports Microsoft Office documents for collaboration
Why TSM for SharePoint • Tools provided by Microsoft are inadequate… • Lack item level restore capability • Are not full fidelity - You may lose some customizations or settings in the process. • Are not integrated with a backup environment that includes tape • Lock up SQL indexes during backup • Are not acceptable to customers • Why is this important? • Customers demand a solution that… • has item level restore capability • maintains data integrity • can be run during production hours (Does not lock SQL indexes) • has integration to their backup environment, including tape • has Policy based management of backup data, scheduling, monitoring, reporting
Introducing TSM for SharePoint • What is TSM for SharePoint ? Backup and Recovery of MS SharePoint Portal Server 2003 and MS Office SharePoint Server 2007 (WSS 2.0 and 3.0) environments • What does it provide? Robust Backup and Recovery capabilities • Item level, site-level and sub-site level backup and restore • Backup entire database into one TSM object • Does not lockup index files during backup • Why is this important? All the benefits of TSM: - Hierarchical storage management - Support for hundreds of devices • Automatic policy based management of stored objects
What features does it provide? • Full, incremental, or differential backup • Granular restore of SharePoint items including Metadata • Easy to install / Quick time to value • Single Pane of Glass - Centralized administration • Policy based management • Automatic migration to lower pools in hierarchy and space reclamation • Multiple customizable plans, from specific folders up to specific top-level sites • Multiple schedules • Fast backup speeds • Much more …
Relationship What is our relationship with AvePoint? • OEM solution with AvePoint • Industry-Leading SharePoint solutions provider since 2001 • DocAve 4.0 (4.1 is the new version) Backup / Recovery of SharePoint • Granular backup/restore of all SharePoint objects • Complete TSM Backup API integration • Established Customer Base: 1,000+ Customer Deployments • Microsoft Gold Certified Partner
IBM TSM for SharePoint – Installable Components TSM for SharePoint Server • Central administrative component for all TSM for SharePoint client components TSM for SharePoint Media Server • Media server works together with the client to do the backup / data transfer. The client extracts the data from SharePoint and sends it to the media server which sends it to TSM • Multiple media servers on separate machines can be used to provide scalability • Media servers use the TSM API to transfer data to TSM into the TSM hierarchy of storage One product, one PID, that has multiple installable components TSM for SharePoint Client • This is the client agent that resides only on the SharePoint front end web servers to be backed up • Client communicates with SharePoint front-end web servers via Microsoft’s SharePoint Object Model API, and communicates with the SQL server via Microsoft’s SQL API. To backup SharePoint data • Client communicates with the Media Server to store/retrieve the backup data • Eligible for pricing
IBM TSM for SharePoint – Conceptual Small Configuration MS Sharepoint Web Server MS SQL Server TSM for SP Server TSM for SP Client TSM API Client TSM for SP Media Server TSM for Databases (DP for MS SQL Server) LAN/SAN TSM Server Storage Hierarchy Legend: SP Backup Data Flow LAN/SAN Connection
IBM TSM for SharePoint – Conceptual Large Configuration TSM for SP Server MS SQL Server 1 TSM for Databases MS Sharepoint Web Server 1 TSM for SP Client TSM Server Storage Hierarchy TSM for SP Media Server TSM API Client Legend: SP Backup Data Flow LAN/SAN Connection MS Sharepoint Web Server 2 TSM for SP Client MS SQL Server 2 TSM for Databases
Integration with TSM • Tight API (TSM BACKUP API Client on Media Server) integration with TSM • Support for hundreds of storage devices • Hierarchical organization of storage pools exploits attributes of each device type (cost, performance, ability to remove media) • Automatic, policy-based management of stored objects • Initial storage of objects in specified pool • Automatic migration to lower pools in hierarchy • Automatic space reclamation • Copying of data for disaster protection (synchronously or asynchronously) • Migration of data to new storage technologies • Disaster Recovery - Automatic creation of disaster recovery plan • TSM isbuilt upon a highly available database that maintains transactional integrity • …
SharePoint Server SharePoint Portal Top Level Sites in the Portal Tree Mode Sub-sites, folders, lists etc… Actual contents within the folders, document names in shared documents, individual announcements in announcements…etc Backup Plan Builder • What is a backup plan? • Simply put it is a backup job that allows an administrator to specify • What to backup • When to backup • How to backup (via Full, Incremental, or Differential) Incremental - only backs up new data since the previous backup, whether it was incremental or full Differential - backs up all new data since the last full backup • Where to backup • How to handle to backup data in terms of data retention and security -compression and encryption
Backup Plans - Granularity • Can Create Item Level, Subsite Level and Site Level Backup plans • Item-level To restore single objects (single documents, specific versions of a document, list items, attachments within list items), areas, subareas, customized layouts, and portal links • Subsite-level To restore entire subsites • Site-level Fastest backup • Why Granularity on backup plans? • Flexibility - Every environment is different • Using the different levels of backup plans you can ensure that backups can be run with maximum efficiency, and restores can be fast • Restores • A Site-level backup can be restored to a Site (very fast) • A Subsite-level backup can be restored to a Subsite (very fast) • Item level backups can restore individual items (fast) and also complete Sites (slow) • Recommended Backup Strategy: • Full Site and Full Item level backups weekly • Item level backups daily incremental
Recovery • Restores are quick and simple: • Select the Media Server where the backup data is stored • Select the Agent Host to browse the backup plan • Select the folder where the document is stored • Browse through the backup data to find the file you are looking to restore. • Check the boxes to select the documents or items you wish to restore. • Specify Restore Options to choose whether you want the restore to overwrite, not overwrite, or append to the data currently in place
Other important features • Browser based GUI • Allows administrators to access it from any computer on the network • Encryption and Compression • Encryption and Compression of data can be done on either the client side or on the Media Server • Ease of installation • A few mouse clicks to install each component gets you up and running quickly • Search for data to restore • Search on the site name, sub-site name, list name, folder name or file name to quickly restore data • Can also search on item attributes such as the name of the creator.
Other important features • Discovery of new items • Automatically pickup new items that are created underneath the levels you selected in your backup plan • Example: if you select Shared Documents folder to be backed up, and a new document is created, that document is automatically backed up • Restore In Place / Out of place • Individual items, sub-sites or entire sites can be restored in place or out of place • In-place restore restores the item back to its original location, good for replacing lost or deleted documents • Out-of-place restore restores the item to a new location, good for copying data across folders, sites, and portals
How to Sell TSM for SharePoint • What pains does TSM for SharePoint address? • Inability to backup and restore Microsoft SharePoint environments • Inability to backup Microsoft SharePoint data and applications to tape • Inability to provide granular recovery at the document level for SharePoint environments • Complements Data Protection for complete IT environments including SharePoint • Restore is full-fidelity and maintains all metadata. Loss of version history, author, security settings, etc., can affect compliance and is a key differentiator
Products to sell with TSM for SharePoint • What up-cross-sell opportunities exist? • Leverage IBM’s Service Management Strategy with TSM for Sharepoint as OMP • Sell it as ‘client’ to TSM Server • Complements the TSM for … product family, specifically in Windows environments: • TSM Mail (Data Protection for MS Exchange) • TSM for Copy Services (VSS support for MS Exchange Snapshot backups) • TSM for Databases, Data Protection for MS SQL Server Databases • TSM HSM for Windows • TSM for Databases • - Provides complete protection of the underlying SQL databases in the SharePoint environment
Potential Value Proposition at a Glance Offering/Solution Value Proposition Format
What to sell for TSM Data Protectors DB DB2*, Informix*, Oracle, MS SQL Server SAP on DB2, Oracle, MAX/SAP DB** Email Domino MS Exchange MS SharePoint • Mr. Customer, • Do you have some applications that must remain running around the clock, 24 hours a day? • If you have email . . . • If you have mySAP . . . • If you have a Database . . . • If you have SharePoint … TSM for DBs TSM for ERP TSM for Mail TSM for SharePoint TSM
Potential Benefits • Ensure Application Availability • Online Backup • High performance backup/restore • Protect vital business data • Data integrity • Application integration • Minimize operating costs • Incremental backups • Saves customers from manual scripting • Automation and scheduling
Competitive Landscape • CommVault • CommVault Galaxy Data Agent for Microsoft SharePoint • Recognized key player in granular/item Level Backup and Restore for SharePoint • Full featured and integrated to the CommVault Framework • Does NOT support MS Office Sharepoint Server 2007. No statements When ! • Most likely cannot restore Metadata • EMC • EMC Backup Manager for SharePoint • Item level backup and restore for SharePoint • OEM of a product from NSE • Is not integrated with NetWorker. It’s a Disk only stand alone solution
Competitive Landscape • Symantec/Veritas • Symantec Backup Exec Agent for Microsoft SharePoint Portal Server - No Item level protection - Most likely cannot restore Metadata • NetBackup for Microsoft SharePoint Portal Server - No Item level protection. Only backs up at the site level - Most likely cannot restore Metadata • CA • CA BrightStor ARCserve Backup Agent for Microsoft SharePoint. • No Item level protection. Only backs up at the site level • Quest • Very early product with issues concerning Metadata
Summary • Customers are increasingly depending on SharePoint to store and manage data and need to ensure that they can successfully manage and protect this data • TSM for SharePoint delivers all the capabilities customers need to ensure that • Customers can quickly and confidently protect their SharePoint business data and content • Complete backup and recovery of MS SharePoint Portal 2003 and MS Office SharePoint Server 2007 environments • Full, incremental, or differential backup at the site, subsite, and item-level preserving all • meta-data, security etc… • Granular item level backup and restore capability • Ability to restore portals, top level sites, sub-sites, and individual, document libraries, attachments, lists, folders, areas, and sub areas • Complements the TSM data protection family
Where to get more Information • Contact: Cyrus Niltchian, firstname.lastname@example.org • Product Manager: Tom O’Brien email@example.com • Various material from AvePoint • http://www.avepoint.com • ERL: Storage related collection of links • http://pokgsa.ibm.com/projects/e/erl/ • Xtreme Leverage: All sales related resources • http://w3.ibm.com/software/xl/portal • IBM Tivoli Demo Library • http://depot.tivlab.raleigh.ibm.com/DemoLib.nsf/DemoIndexCat_w3 • IBM Tivoli Storage Manager Website • http://www.ibm.com/software/tivoli/products/ • PartnerWorld: For Business Partners • http://www-1.ibm.com/partnerworld/pwhome.nsf/weblook/index.html • System Sales Site • http://w3-1.ibm.com/sales/systems/portal/
Thank You End
Backup Slides End
WSS Architecture SharePoint Architecture Single Server Configuration The pieces of the WSS Framework Portal Server Architecture Builds on top of the architectural layer provided by WSS Web Farm configuration • When you create a new SPS portal site, you are really creating a new physical WSS site collection. • Extends the way in which WSS stores content by introducing areas and listings
SharePoint Architecture • Terminology • Virtual server: The root location for one or more web sites. • Site collection: A group of top-level sites on one virtual server. • Top-level site: The primary web site for a domain • Subsite: A site within a top-level web site. • Page: Sites contain web pages that present their content • List: A table of related data. Used to organize and store Office documents, links, members, discussions, images, and all other types of content in SharePoint
IBM TSM for SharePoint – Internal Architecture Migration SQL Server TSM for SP Client SharePoint Web Server TSM server Backup/restore TSM for SP Server TSM API Legend: Backup Data Flow Management Flow TSM for SP Client SQL Server SharePoint Web Server TSM for SP Media Server
System Requirements TSM for SharePoint Server: PC with an Intel Pentium III-compatible 700-MHz processor minimum, Intel Pentium 4-compatible processor recommended Memory 1GB of RAM minimum, 2GB recommended. Hard disk 1GB minimum, 3GB Recommended Operating system: Requires one of the following: Microsoft Windows XP, Microsoft Server 2000, Microsoft Windows Server 2003 Standard Edition, Windows Server 2003 Enterprise Edition, Windows Server 2003 Datacenter Edition, or Windows Server 2003 Web Edition (includes x64 editions) TSM for SharePoint Media Server: PC with an Intel Pentium III-compatible 700-MHz processor minimum, Intel Pentium 4-compatible processor recommended Memory 1GB of RAM minimum, 2GB recommended. Hard disk 1GB minimum, 3GB Recommended. Operating system:Requires one of the following: Microsoft Windows XP, Microsoft Server 2000, Microsoft Windows Server 2003 Standard Edition, Windows Server 2003 Enterprise Edition, Windows Server 2003 Datacenter Edition, or Windows Server 2003 Web Edition (includes x64 editions) TSM for SharePoint Client: PC with an Intel Pentium III-compatible 700-MHz processor (dual Intel Xeon 3.0 GHz or faster recommended) Memory 512 MB of RAM minimum, 1GB recommended. Hard disk 1GB minimum, 3GB Recommended Operating system: Requires one of the following servers: Microsoft Windows Server 2003 Standard Edition,Windows Server 2003 Enterprise Edition, Windows Server 2003 Datacenter Edition, or Windows Server 2003 Web Edition Other Front-End Web Server for SharePoint Portal Server 2003 and/or Windows SharePoint Services 2.0
Example – Building an Item Level Backup Plan • To run an item-level backup, click on “Backup Builder” under the “Item-Level” tab on the left.
Example – Building an Item Level Backup Plan • Select “New Plan” • Select the “Agent Host” where the SharePoint data you want to backup is located, • Select a “Media Server” to process the backup plan • Click on the Portal name to load the SharePoint structure
Example – Building an Item Level Backup Plan • After your SharePoint structure has finished loading, you can click on any of the links to further expand the content underneath them.
Example – Building an Item Level Backup Plan • If you click on a higher level site, everything underneath is selected for backup automatically by default, with new folders and items included.
Example – Building an Item Level Backup Plan • Create up to 6 different schedules per plan • Choose the “Backup Type”: Full, Incremental, or Differential backup. • Specify a “Start Time” for the backup plan to run by filling in the space or clicking on the calendar icon to select a date and time. • Specify the “interval” by selecting an interval from the drop down menu. • Select encryption and compression options from Data Manager pull down menu
Example – Item Level Restore • To run an item-level restore, click on “Restore Controller” under the “Item-Level” tab on the left.
Example – Item Level Restore • Select the “Media Server” where the backup data is stored • Select the “Agent Host” to browse the backup plan. • Select the folder where the document is stored
Example – Item Level Restore • Browse through the backup data to find the file you are looking to restore. • Check the boxes to select the document(s) or item(s) you wish to restore. • Choose whether or not you want the properties and securities of the files to be kept during the restore by selecting the boxes above the files.
Example – Item Level Restore • You can restore immediately or schedule the restore • Specify “Restore Options” to choose whether you want the restore to overwrite, not overwrite, or append to the data currently in place.
TSM for SharePoint Control Panel – Data Management • Data Retention Manager • Define data retention and expiration policies. • Storage Manager • Setup Storage options • Data Security Manager • Configure data compression and encryption profiles • Filtering Out • Set filter profiles for backups
TSM for SharePoint Control Panel – Control Services • Server Monitor • Monitor/restart TSM for SharePoint servers • Agent Monitor • Monitor/restart TSM for SharePoint software clients
TSM for SharePoint Control Panel – Reporting • Email Notification • Create email profiles containing different mailing lists. • Allows the administrator to effectively control which personnel gets notified under which conditions