Sunday, February 14, 2010

How to do Backup and Restore in SharePoint 2010

Now we are going to review how we can do backups and restores in the new central administration of SharePoint 2010. As we can see in Image 1, the central administration has a section with the options.

[Image 1]
1_Backup_Restore_Central_Administration

In this section we could found the common tasks of backup and restore that we have had in SharePoint 2007 and the new options that have added in SharePoint 2010, as we can see in image 2.

[Image 2]
2_Farm_Backup_Configuration

The first section “Farm Backup and Restore” have the options to do a backup and restore of our farm in SharePoint 2010. The first task is to do a backup of the farm then we are going to select the option “Perform a backup” to access to configuration wizard as we can see in image 3.

[Image 3]
3_Farm_Backup_Configuration_Option_1

In this step we are going to select for which part of our gram we want to create a backup, for this example I will select all farm and after that press “Next” to go to the second step of the wizard as we can see in image 4.

[Image 4]
4_Farm_Backup_Configuration_Step_2

In the last step of the wizard we need configure the options of our backup:

1) Backup Component: Show our previous selection.

2) Backup Type: Here we need select the type of backup, Full (default) or Incremental. It depends of if we have a full Backup or not.

3) Backup Only Configuration Settings: In this option we must select the content of our backup.

4) Backup File Location: We need indicate the name and folder where the job will save our backup. The folder must be a shared folder in the network.

With the information loaded we are going to select the button “Start Backup” and a job will be create to do the backup. In Image 8 we can see the section where we can see the status jobs for the backups and restores that are running in our farm.

Other option that SharePoint 2010 has available in the section “Farm Backup and Restore” is the option to do a restore of our farm from a saved backup. This option is a wizard where in the first option we must select the file and the second step we must select the options of our restore.
Also we have a configuration section to establish the common options to do backups and restore in our farms. In image 5 we can see this page opened from the link “Configure backup settings”.

[Image 5]
5_Farm_Backup_Configuration_Option_Configuration

In this section we must load how much threads we want use in our backups and restores when they are running in our farm and the path to the shared folder in our server.
In image 6 we can see the section in SharePoint 2010 to review the status of the jobs running in the farm.

[Image 6]
6_Backup_Job_Status

Well, we were looking the options that have had in SharePoint 2007 and SharePoint 2010 also has available. Now we are going to talk about 2 new options that have done for new this version.

The first option is doing backups of our site collections in the central administration, as we can saw in image 2 there is a section named “Granular Backup” and the first option bellow that is “Perform a site collection backup”. In image 7 we can see the new option configuration section.

[Image 7]
7_Backup_Site_Collection

We must select the site collection that we want do a backup. In the section to select it, we have a special control to navigate in all web application created in SharePoint 2010 and all sites collection of them. In image 8 we can see the popup opened.

[Image 8]
8 Sellect Site Collection to Backup

After selected the site collection that we wanted only needed to press the button "Start Backup" to start with the backup.

The second option is to create a backup of a site or a list and it’s depends of the configuration that we will do in this section as we can see in image 9 and we have gone through the link named “Export a site or list”.

[Image 9]
9 Backup List In Site Collection

In this section we must select:

1) Site collection: the firs dropdown is to select the site collection where the list or site was created.

2) The Site: the second dropdown is to select the site that we want backup or the site where the list was created.

3) The List: If we want to do a backup of a list then we need to select it in this dropdown

4) Export Full Security: We must select the checkbox if we want the backup has all security information.

5) Export Versions: We must select one of the options in the dropdown to set if the versions in the list will be considered

Select the button “Start Backup” and job will be created to do the task.

The last thing that I want to share is the new PowerShell command line incorporated. SharePoint 2010 installs it as we can see in image 10.

[Image 10]
10 PowerShell SharePoint 2010

In the section 1 we can see some commands that we can use to do backups and restores using PowerShell.

[Section 1]

Backup-SPFarm -Directory \\Server\Temp\Farm -BackupMethod Full

Restore-SPFarm -Directory <BackupShare> -RestoreMethod [new/overwrite]

Import-SPWeb -Identity <Site URL> -Path <Export file name> [-Force] [-NoFileCompression] [-Verbose]

Fabián Imaz

Sunday, February 7, 2010

Installing Reporting Service Integration mode with SharePoint 2010

In this post I want to share how install and configure reporting services with SharePoint 2010. The first thing to know is that we need SQL Server 2008 November CTP because is the only version that works fine with SharePoint 2010.

Install SQL Server 2008 R2 November CTP

1) Download here the version of SQL Server 2008 R2

2) Run the setup.exe and install the database engine and Reporting Services

3) In the wizard installation in the section of reporting services select the integration mode with SharePoint. If you only have the last option available you would configure later using the tool the SQL to configure Reporting Service, as we can see in Image 1.

4) Download Add-In for SharePoint 2010 of Reporting Services November CTP here.

5) Install the Add-In of Reporting Services November CTP for SQL Server 2008 R2 November CTP as we can see in image 2.

[Image 1]
1_ReportingServices

[Image 2]
2_ReportingServicesSharepoint

Now we are going to configure Reporting Services on central administration of SharePoint 2010. In the central administration select “General Application Settings” as we can see in the image3.

[Image 3]
3_Genereal_Application_Settings

In this configuration section you find a new section installed as we can see in Image 4. In this section we will configure the options of Reporting Services.

[Image 4]
4_Reporting_Services_Integration

The first step is to configure the integration mode with SharePoint then we are going to select the link “Reporting Services Integration” as we can see in image 4. When selected this link a new page will be load as we can see in image 5.

[Image 5]
5_Configuring_Integration_Mode

In this section we need configure the options with the values of our reporting services instance, as we can see in the image 5. The options that we need to load are:

1) Report Server Web Service URL: Needed load the URL configured in the reporting services tool configuration (Image 1).
2) Authentication Mode: I’m using Trusted Account because I have one server in the farm.
3) Credentials: You need set an account of group of administrator to have access to the report server.
4) Active the Reporting Services Feature: Here you need set how you want active the feature in the site collections created. In my example I’m activating in all site collections created in my server.

Once the option was configured we are going to press the button “Ok” to confirm our configuration. The process is starting and when finish we can see a confirmation page as we can see in Image 6.

[Image 6]
6_Configuring_Sharepoint_2010_Completed

The last configuration that we must do is enabled a tag in a XML configuration file of ours reporting services instance. Open the file named “reportserver.config” saved in the following path “C:\Program Files\Microsoft SQL Server\MSRS10_50.MSSQLSERVER\Reporting Services\ReportServer” on the server. In the section 1 we can see the original tag named “ADS” and how must be after our change.

[Section 1]

Original:
<!-- <Extension Name="ADS" Type="Microsoft.Office.Access.Reports.DataProcessing.AdsConnection, Microsoft.Office.Access.Server.DataServer, Version=14.0.0.0, Culture=Neutral, PublicKeyToken=71e9bce111e9429c"/> -->

Modified:
<Extension Name="ADS" Type="Microsoft.Office.Access.Reports.DataProcessing.AdsConnection, Microsoft.Office.Access.Server.DataServer, Version=14.0.0.0, Culture=Neutral, PublicKeyToken=71e9bce111e9429c"/>

Ok, we are ready to use Reporting Services in SharePoint 2010. As the previous version we have a feature (activated when we configure Reporting Services Integration) in the “Site Collection Feature”. Also the installation added 3 content types to add to our site. In Image 7 we can see 2 of them content types added in a document library to create a custom report using the, as we can see in Image 7

[Image 7]
7_Creating_Custom_Report

The “Reporter Builder” is an ActiveX that we need download of the server, as we can see in Image 8.

[Image 8]
8_Download_ActiveX_Reporter_Builder

When finish to download the “Report Builder” must load and we are ready to design our first report, as we can see in Image 9.

[Image 9]
9_Report_Builder

After create our report we could save it in the document library created to put the reports in our SharePoint 2010.

The other content type must be used to create shared connection as data source and save them in a document library in SharePoint. We can create a document library, add this content type and after we can have our connections available to change the data source of the reports.

Fabián Imaz