Now the following post has some parts from our friends at Exchangeserverpro.com. Please follow them on Twitter – @Exchservpro. Instead of re-inventing the wheel here I’d post some of their great content from the following two links..

Exchange 2010 CAS backup and recovery

and

Exchange 2010 Hub Transport backup and recovery

 

Now understand these steps listed below are if you are NOT going to be doing bare-metal or full server backups. Those obviously would be the easiest route.

Planning the Client Access Server Backup

As you plan the Client Access server backup strategy there are different techniques that you can consider depending on your requirements.

Backing up Everything

A full system backup of the Exchange 2010 Client Access server, along with a working Active Directory, will have all of the required information to recover the Client Access server.  Naturally this backup takes the longest to run, and will use up the most backup storage.

Backup up the Minimum

To reduce backup storage and keep the backup time frame shorter the minimum data on the Client Access server can be backed up.  This involves backing up the system state of the server, and configuration files stored in the \ClientAccess path of the Exchange Server 2010 installation folder (C:\Program Files\Microsoft\Exchange Server\V14 by default).

Backing up Nothing

It may be practical to not back up the Client Access server at all if:

  • There are multiple, redundant Client Access servers deployed (ie Client Access Server Array)
  • The SSL certificates are exported or retrievable from elsewhere
  • Customizations to the Client Access server virtual directories can be quickly reapplied using an existing script

If all of those conditions are true then the Client Access server may not need to be backed up at all.

Backing Up and Restoring Client Access Servers

In this demonstration a Client Access server has been configured as a single-node NLB cluster and Exchange 2010 CAS array.

Exchange 2010 Client Access server configured with NLB

Exchange 2010 Client Access server configured with NLB

The external URL has also been configured.

[PS] C:\>Get-OwaVirtualDirectory | fl name, *URL*

Name            : owa (Default Web Site)
Url             : {}
Exchange2003Url :
FailbackUrl     :
InternalUrl     : https://ex3.exchangeserverpro.local/owa
ExternalUrl     : https://mail.exchangeserverpro.local/owa
Recovering an Exchange 2010 Client Access Server

Because most of the Client Access server configurtion is stored in Active Directory when a Client Access server has failed you can recover the server using the following procedure.

  1. Install a new server to host the Client Access server role
  2. Configure the server to have the same name, IP address, and domain membership as the server that failed
  3. Install the Exchange Server 2010 pre-requisites
  4. Perform a recovery mode install of Exchange Server 2010

To run Exchange Server 2010 setup in Recovery Mode use the following command from an elevated command prompt.

setup /m:recoverserver

Setup performs a server recovery using the configuration information stored in Active Directory.

Welcome to Microsoft Exchange Server 2010 Unattended Setup

By continuing the installation process, you agree to the license terms of
Microsoft Exchange Server 2010. If you don't accept these license terms,
please cancel the installation. To review these license terms, please go to

http://go.microsoft.com/fwlink/?LinkId=150127&clcid=0x409/

...............
No key presses were detected.  Setup will continue.
Preparing Exchange Setup

    Copying Setup Files              ......................... COMPLETED

The following server roles will be recovered
    Client Access Role
    Management Tools

Performing Microsoft Exchange Server Prerequisite Check

    Client Access Role Checks         ......................... COMPLETED

Configuring Microsoft Exchange Server

    Preparing Setup                  ......................... COMPLETED
    Stopping Services                ......................... COMPLETED
    Copying Exchange Files           ......................... COMPLETED
    Restoring Services               ......................... COMPLETED
    Client Access Server Role         ......................... COMPLETED
    Exchange Management Tools        ......................... COMPLETED
    Finalizing Setup.                ......................... COMPLETED

The Microsoft Exchange Server setup operation completed successfully.
Setup has made changes to operating system settings that require a reboot to tak
e effect. Please reboot this server prior to placing it into production.

After the reboot you can verify that some configurations have been recovered, such as the OWA virtual directory URLs. However any other customized configurations that were stored in the system state or the file system are not recovered by this process. Those settings will need to be reapplied from the minimal backups, or reapplied manually or by using a script.

 

 

 

Planning the Hub Transport Server Backup

When you are planning the Hub Transport server backup strategy there are different approaches you can take depending on your requirements.

Backing up Everything

A full system backup of the server, along with a working Active Directory, encompasses all of the required information for a recovery.  However this backup takes the longest and will consume the most backup storage.

If a server failed and needed to be recovered from a full backup any undelivered messages still in the transport queue would be lost.  But it is impractical to backup the entire server multiple times a day just to protect the transport queue databases from data loss.

Depending on the Exchange environment and the backup infrastructure in place a full server recovery may take longer than simply rebuilding the server from scratch.

Backing up the Minimum

To save on backup storage and minimize the backup time frame the minimum data on the Hub Transport server can be backed up.  For most environments this would mean only backing up the transport queue databases and the log files on the file system.

Because these would be relatively fast to back up this type of backup could be performed multiple times per day to minimize the risk of losing undelivered messages.  This concern would mostly apply to high volume email environments where the transport queues are regularly backlogged.  Of course in those cases some attention should be paid to whatever performance bottleneck is causing the backlog, if it is something within the control of that organization to fix.

Backing up Nothing

A perfectly feasible backup strategy for the Hub Transport server is to back up nothing at all.  This would be practical if:

  • there are multiple, redundant Hub Transport servers deployed
  • the transport queues are not frequently backlogged
  • the organization does not wish to retain any log files from the Hub Transport servers

If all those conditions are true then it may not be necessary to back up the Hub Transport servers at all.

Backing Up and Restoring Hub Transport Servers

For the purposes of this demonstration I’ve configured a Hub Transport server with an additional Receive Connector.

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Message tracking logs are also enabled.

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Recovering a Hub Transport Server

As mentioned earlier most of the critical Hub Transport server configuration is stored in Active Directory.  When a Hub Transport server has failed you can recover the server using the following process.

  1. Install a new server to host the Hub Transport server role
  2. Configure the server with the same name and IP address as the failed server, and join it to the domain
  3. Install the Exchange Server 2010 pre-requisites
  4. Perform an installation of Exchange Server 2010 using Recovery Mode

To run setup in Recovery Mode use the following command to launch Exchange Server 2010 set from an elevated command prompt.

C:\Admin\Exchange 2010>setup /m:recoverserver

Setup performs a server recovery instead of a normal installation.

Welcome to Microsoft Exchange Server 2010 Unattended Setup

By continuing the installation process, you agree to the license terms of
Microsoft Exchange Server 2010. If you don't accept these license terms,
please cancel the installation. To review these license terms, please go to

http://go.microsoft.com/fwlink/?LinkId=150127&clcid=0x409/

...............
No key presses were detected.  Setup will continue.
Preparing Exchange Setup

    Copying Setup Files              ......................... COMPLETED

The following server roles will be recovered
    Hub Transport Role
    Management Tools

Performing Microsoft Exchange Server Prerequisite Check

    Hub Transport Role Checks        ......................... COMPLETED
 This computer requires the 2007 Office System Converter: Microsoft Filter Pack.
 Please install the software from http://go.microsoft.com/fwlink/?LinkId=123380.

Configuring Microsoft Exchange Server

    Preparing Setup                  ......................... COMPLETED
    Stopping Services                ......................... COMPLETED
    Copying Exchange Files           ......................... COMPLETED
    Restoring Services               ......................... COMPLETED
    Hub Transport Server Role        ......................... COMPLETED
    Exchange Management Tools        ......................... COMPLETED
    Finalizing Setup.                ......................... COMPLETED

The Microsoft Exchange Server setup operation completed successfully.
Setup has made changes to operating system settings that require a reboot to tak
e effect. Please reboot this server prior to placing it into production.

Restart the server as prompted.  When the server has finished restarting you can verify that configurations such as the additional Receive Connector and the message tracking log configuration have been recovered with the server.

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However the log files themselves are not restored during a Recovery Mode install of Exchange Server 2010.

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Neither are additional applications or agents that were previously installed ont he server.  For the Hub Transport server one notable item would the Microsoft Office Filter Pack.

Therefore the server is not fully recovered until all of those items, along with any further customizations to the server, have been manually applied.

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