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Often, global companies devise a DR configuration that reserves each major data center site in their regions as the active or passive DR site for another region.. Active Multi-Site DR Pr

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A few things may cause issues for this pattern, such as the need to make sure that no

application keeps “state” from one transaction to the other Additionally, the application

and/or the web tier needs to be able to route user connections (the load) to either site in

some type of balanced or round-robin method This is often done with big IP routers that

use round-robin routing algorithms, for example, to determine which site to direct

connections to Active/active configurations can be created using peer-to-peer continuous

data replication as well as other multi-updating subscriber replication topologies A slight

twist to having two primary sites is to have one primary site and a secondary site that

doesn’t process transactions but is actively used for reporting, testing, and other tasks (just

no processing that changes anything) In the event of a primary failure, the secondary site

can take over full primary site responsibilities quickly This is sort of active/passive, with

active “secondary usage” on the passive site (following the first active/passive DR pattern

described previously) This type of configuration can take advantage of database mirroring

and database snapshots (for the reporting) There are plenty of advantages to this

varia-tion, which greatly distributes the workload and moves up the DR pyramid

Active Multisite DR Pattern

An active multisite DR configuration contains three or more active sites, with the

inten-tion of using any one of them as the DR site for the other (as shown in Figure 56.4) This

pattern allows you to distribute your applications redundantly between any pair of sites,

but not to all three (or more) For instance, you could have half of Primary Site 1’s

appli-cations on Primary Site 2 and the other half on Primary Site 3 This way, you spread out

the risk further and increase your odds of uninterrupted processing

Again, having “stateless” applications is critical here, as is some smart routing of all

connections to the right sites Using continuous data replication and the database

mirror-ing options allows you to easily create such a DR topology And, again, you also have the

secondary usage variation available to you if one or more alternative sites were passive

(with secondary usage supporting reporting, for example)

Choosing a Disaster Recovery Pattern

We reduce these to patterns because, at the foundational level, they represent what you

need to do to support the level of business continuity your company demands Some

companies can tolerate different levels of loss because of the nature of their business;

others cannot At the highest levels, it is fairly easy to match these patterns to what your

business requires In this chapter, we look at what SQL Server capabilities are available to

help you implement these patterns

Often, global companies devise a DR configuration that reserves each major data center

site in their regions as the active or passive DR site for another region Figure 56.5 shows

one large high-tech company’s global data center locations Its Alexandria, Virginia, site is

also the passive DR site for its Phoenix, Arizona, site Its Paris, France, regional site is also

the DR site for its Alexandria, Virginia, site, and so on

For companies that have multiple data center sites but only need to support the

active/passive DR pattern, a very popular variation can be used This variation is called

reciprocal DR As you can see in Figure 56.6, there are two sites (Site 1 and Site 2) Each is

active for some applications (Applications 1, 3, and 5 on Site 1 and Applications 2, 4, and

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Active Multi-Site DR

Primary Site 1

ACTIVE

A B

Web and

Application Tier

SQL Server

Database Tier

Physical

Storage

Tier

“In Sync”

Primary Site 2

ACTIVE

A C

Web and Application Tier

SQL Server Database Tier

Physical Storage Tier

“In Sync”

Primary Site n

ACTIVE

“In Sync”

Web and Application Tier

SQL Server Database Tier

Physical Storage Tier

snapshots snapshots

snapshots

Bi-directional

Synchronization

Bi-directio nal Synchronization

Bi-directional Synchronization

C B

FIGURE 56.4 Active multisite DR pattern

6 on Site 2) Site 1’s applications are passively supported on Site 2, and Site 2’s applications

are passively supported on Site 1 Rolling out the configuration this way eliminates the

“stateless” application issue completely and is fairly easy to implement It is also possible

to provide the passive applications data available via database snapshots at the other

reci-procal site (for free!), further leveraging distributing workload geographically

This configuration also spreads out the risk of losing all applications if one site ever

happens to be lost (as in a disaster) Again, the Microsoft products to help you achieve this

DR pattern variation are data replication to the DR site, or log shipping, and even

asyn-chronous database mirroring with database snapshots available to help with some

distrib-uted reporting As we noted previously, third-party products such as Symantec’s Veritas

Volume Replicator can be used to push physical byte-level changes to the passive (hot) DR

site physical tier level

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Reciprocal DR

Primary App1

Primary App3

Primary App5

App 2 App 4 App 6

Primary Site 1

snapshots

Primary App2 Primary App4 Primary App6

App 1 App 3 App 5

Primary Site 2

snapshots

FIGURE 56.6 Reciprocal DR

Phoenix,

AZ

Paris, FRANCE

Mumbai, INDIA

Alexandria VA

FIGURE 56.5 Using active regional sites for passive DR

Recovery Objectives

You need to understand two main recovery objectives: the point in time to which data

must be restored to be able to successfully resume processing (called the recovery point

objective) and the acceptable amount of downtime that is tolerable (called the recovery time

objective) The recovery point objective (RPO) is often thought of as the time between the

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last backup and the point when the outage occurred It indicates the amount of data that

will be lost The recovery time objective (RTO) is determined based on the acceptable

downtime in case of a disruption of operations It indicates the latest point in time at

which the business operations must resume after disaster (that is, how much time can

elapse)

The RPO and RTO form the basis on which a data protection strategy is developed This

helps to provide a picture of the total time that a business may lose due to a disaster The

two of them together are very important requirements when designing a solution Let’s

put these terms in the form of algorithms:

RTO = Difference between the time of the disaster to the time the system is operational –

Time operational (up) – Time disaster occurred (down)

RPO = Time since the last backup of complete transactions representing data that must

be re-acquired or entered – Time disaster occurred – Time of last usable data backup

Therefore:

Total lost business time = Time operational (up) – Time disaster occurred (down) – Time of

the last usable data backup

Knowing your RPO and RTO requirements is essential in determining what DR pattern to

use and what Microsoft options to utilize

A Data-Centric Approach to Disaster Recovery

Disaster recovery is a complex undertaking unto itself However, it isn’t really necessary to

recover every system or application in the event of a disaster Priorities must be set on

determining exactly which systems or applications must be recovered These are typically

the revenue-generating applications (such as order entry, order fulfillment, and invoicing)

that your business relies on to do basic business with its customers Therefore, you set the

highest priorities for DR with those revenue-generating systems Then the next level of

recovery is for the second-priority applications (such as HR systems)

After you prioritize which applications should be part of your DR plans, you need to fully

understand what must be included in recovery to ensure that these priority applications

are fully functional The best way is to take a data-centric approach, which focuses on

what data is needed to bring up the application Data comes in many flavors, as Figure

56.7 shows:

appli-cations, middleware, or back end needs

do, or the middleware needs to execute with, and so on

the transactional data in your systems

As just mentioned, you first identify which applications you must include in your DR

plans, and then you must make sure you back up and are able to recover that application’s

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Applications (ERP, HR, SFA,…)

Middleware (EAI, ETL, WS,…)

tightly coupled loosely coupled

Back End (SQL Server, Files, Other…)

Systems (HW, OS, Network)

B A

loosely coupled tightly coupled

loosely coupled tightly coupled tightly coupled

loosely coupled

Meta data

Types of Data

Location of the Data (Tiers)

Configuration data

Application data (values)

FIGURE 56.7 Types of data and where the data resides

data (metadata, configuration data, and application data) As part of this exercise, you

must determine how tightly or loosely coupled the data is to other applications In other

words (as you can also see in Figure 56.7), if on the back-end tier, Database A has the

orders transactions and Database B has the invoicing data, both must be included in the

DR plans (because they are tightly coupled) In addition, you must also know how tightly

or loosely coupled the application stack components are with each layer In other words

(again looking at Figure 56.7), if the ERP application (in the application tier) requires some

type of middleware to be present to handle all its messaging, that middleware tier

compo-nent is tightly coupled with the ERP application and so on

Microsoft SQL Server Options for Disaster Recovery

You have seen the fundamental DR patterns you will be targeting and also recognize how

to identify the highest priority applications and their tightly coupled components for DR

Now let’s look again at the specific Microsoft options available to implement various DR

solutions These options include data replication, log shipping, database mirroring, and

database snapshots

Data Replication

One of the strongest and more stable Microsoft options that can be leveraged for disaster

recovery is data replication Not all variations of data replication fit this bill, though In

particular, the central publisher using either continuous or very frequently scheduled

distribution is very good for creating a hot spare of a SQL Server database across almost

any geographical distance, as shown in Figure 56.8 The primary site is the only one

actively processing transactions (updates, inserts, deletes) in this configuration, with all

transactions being replicated to the subscriber, usually in a continuous replication mode

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Central Publisher Replication

Publication

Server

SQL Server

2008

Active Primary Site

Remote Distribution

Server

Publisher

Distributor

Adventure

Works DB

translog

Subscription Server

SQL Server 2008

Passive DR Site with Active read only

“Hot Spare”

Continuous (transactional)

Adventure Works DB translog

Subscriber

SQL Server

2008

distribution

FIGURE 56.8 Central publisher data replication configuration for active/passive DR

The subscriber at the DR site is as up-to-date as the last distributed (replicated) transaction

from the publisher—usually near real-time The subscriber can be used for a read-only type

of processing if controlled properly and that read-only access does not hinder the

replica-tion processing and put your DR pattern at risk

The newer peer-to-peer replication option provides a viable active/active capability that

keeps both primaries in sync as transactions flow into each server’s database, as shown in

Figure 56.9 Both sites contain a full copy of the database, with transactions being

consumed and then replicated simultaneously between them

The complete setup of these data replication configurations is covered in Chapter 19,

“Replication.”

Log Shipping

As you can see in Figure 56.10, log shipping is readily usable for the active/passive DR

pattern You must understand that log shipping is only as good as the last successful

trans-action log shipment Frequency of these log ships is critical in the RTO and RPO aspects of

DR This is really not a real-time solution Even if you are using continuous log shipping

mode, there is a lag of some duration due to the file movement and log application on the

destination

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Peer-to-Peer Relication

SQL Server 2008

Publication

Server

Distribution

Server

SQL Server

2008

Active Primary Site

North American

Active Site

distribution

Adventure

Works DB

translog

SQL Server 2008

Publication Server

Distribution Server

SQL Server 2008

Active Primary Site

Asia Active Site

distribution

Adventure Works DB translog

FIGURE 56.9 Peer-to-peer data replication configuration for active/active DR

SQL Server 2008

Primary

Server

CallOne DB translog

SQL Server 2008

Monitor Server

Log Shipping

“Monitor”

MSDB DB

SQL Server 2008

Active Primary Site

TxnLog backups

\Backup\CallOne_tlog_200905141120.TRN

\LogShare\CallOne_tlog_200905141120.TRN

Passive DR Site

TxnLog Copies

TxnLog Restores

Secondary Server

CallOne DB

Last log shipped Delay Answer

Delay between logs loaded Delay Answer

FIGURE 56.10 Log shipping configuration for active/passive DR

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SQL Server 2008

Principal

Server

Adventure Works DB translog

SQL Server 2008

Witness Server

Database Mirroring

MSDB DB

SQL Server 2008

Active Primary Site

Passive DR Site with Active DB Snapshot

Mirror Server

Adventure Works DB translog

Reporti ng Users

Reporting Users

Database Snapshot

FIGURE 56.11 Database mirroring and database snapshots for active/passive DR

Remember, log shipping is destined to be deprecated by Microsoft (unofficially

announced) So it is perhaps not a good idea to start planning a future DR

implementa-tion that will go away

Database Mirroring and Snapshots

Database mirroring is rapidly becoming the new, viable DR option from Microsoft In

either a high-availability mode (synchronous) or performance mode (asynchronous), this

capability can help minimize data loss and time to recover (RPO and RTO) As you can see

in Figure 56.11, database mirroring can be used across any reasonable network connection

that may exist from one site to another It effectively creates a mirror image that is

completely intact for failover purposes if a site is lost It is viable in both an active/passive

pattern and in an active/active pattern (where a database snapshot is created from the

unavailable mirror database and is used for active reporting)

NOTE

It is likely Microsoft will rapidly enhance database mirroring to support all DR

pat-terns over time

Setup and configuration of database mirroring are covered in Chapter 20, “Database

Mirroring,” along with full details of database snapshots in Chapter 32, “Database

Snapshots.”

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Now, to complete the DR planning for your SQL Server platform, you must do much more

homework and preparation The next section explains a great overall disaster approach

that includes pulling all the right information available and executing on a DR plan (and

testing it thoroughly)

The Overall Disaster Recovery Process

In general, a handful of things need to be put together (that is, defined and executed

upon) as the basis for an overall disaster recovery process or plan The following list

clearly identifies where you need to start:

1 Create a disaster recovery execution tasks/run book This should include all steps to

take to recover from a disaster and cover all system components that need to be

recovered

2 Arrange for or procure a server/site to recover to This should be a configuration that

can house what is needed to get you back online

3 Guarantee that a complete database backup/recovery mechanism is in place

(includ-ing offsite/alternate site archive and retrieval of databases)

4 Guarantee that an application backup/recovery mechanism is in place (for example,

COM+ applications, NET applications, web services, other application components,

and so on)

5 Make sure you can completely re-create and resynchronize your security (Microsoft

Active Directory, domain accounts, SQL Server logins/passwords, and so on) We call

this “security resynchronization readiness.”

6 Make sure you can completely configure and open up network/communication

lines This also includes ensuring that routers are configured properly, IP addresses

are made available, and so on

7 Train your support personnel on all elements of recovery You can never know

enough ways to recover a system And it seems that a system never recovers the

same way twice

8 Plan and execute an annual or bi-annual disaster recovery simulation The one or

two days that you do this will pay you back a hundred times over if a disaster

actual-ly occurs And, remember, disasters come in many flavors

Many organizations have gone to the concept of having hot alternate sites available via

stretch clustering or log shipping techniques Costs can be high for some of these

advanced and highly redundant solutions

The Focus of Disaster Recovery

If you create some very solid, time-tested mechanisms for re-creating your SQL Server

envi-ronment, they will serve you well when you need them most Following are the things to

focus on for disaster recovery:

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Always generate scripts for as much of your work as possible (anything created using

a wizard, SMSS, and so on) These scripts will save your hide They should include

the following:

Complete replication buildup/breakdown scripts

Complete database creation scripts (DB, tables, indexes, views, and so on)

Complete SQL login, database user IDs and password scripts (including roles

and other grants)

Linked/remote server setup (linked servers, remote logins)

Log shipping setup (source, target, and monitor servers)

Any custom SQL Agent tasks

Backup/restore scripts

Potentially other scripts, depending on what you have built on SQL Server

Make sure you document all aspects of SQL database maintenance plans being used

This includes frequencies, alerts, email addresses being notified when errors occur,

backup file/device locations, and so on

Document all hardware/software configurations used:

Leveragesqldiag.exefor this (as described in the next section)

Record what accounts were used to start up the SQL Agent service for an

instance and MS Distributed Transaction Coordinator (MS DTC) service This

step is especially important if you’re using distributed transactions and data

replication

The favorite SQL Server implementation characteristics that we script and

record for a SQL Server instance are

Server and instance

Microsoft SQL Server is running

the current installation of Microsoft SQL Server

name; the server’s replication status; and the server’s identification

number, collation name, and time-out values for connecting to, or

queries against, linked servers

associated users in each database

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