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How to Create Microsoft Exchange Server Backup Set





Overview

For a complete Exchange server backup, backup for the following components must be performed.


System State:

For Exchange server with Active Directory installed, as part of the restore, the system state of the server must also be restored.


Running regular system state backups of the Exchange is therefore crucial, as it ensures that the system state data is synchronized with the Exchange database data.


Information Store (Exchange 2007):

The Information Store of Exchange 2007 contains both mailbox store and public folder store data.


The server stores data in two files, namely the .edb and the .stm file, that form an Exchange store repository.


The default mailbox store on an Exchange 2007 server uses filename Priv1.edb and Priv1.stm; the default public folder store uses the filename Pub1.edb and Pub1.stm.


The .edb file contains tables that hold metadata for all e-mail messages and other items in the Exchange store, while .stm stores native Internet content.


Information Store (Exchange 2010 / 2013 / 2016):

The Information Store of Exchange 2010/2013 contains data, data definitions, indexes, checksums, flags, and other information that comprise mailboxes in Exchange.


Mailbox databases hold data that is private to individual user and contain mailbox folders generated when a mailbox is created for that user. A mailbox database is stored as an Exchange database .edb file.


Public folder databases contain the data, data definitions, indexes, checksums, flags, and other information that comprise any public folders in your Exchange organization.


In Exchange Server 2010/2013, public folder is an optional feature.

Backup Requirements for Exchange Server 2007

Please ensure that the following requirements are met by the MS Exchange server:



  1. The Exchange databases selected for backup will be temporarily spooled to a temp directory before being uploaded to the backup server.

    It is recommended that the temporary directory that has a disk space of at least 120% of the total database size (e.g. total size of all .edb files found within the MS Exchange Server installation folder).

  2. It is recommended that the temporary directory is configured on a local drive.

  3. For Exchange server with Active Directory installed, a System State backup must be performed regularly with the MS Exchange server backup.

Backup Requirements for Exchange Server 2010

Please ensure that the following requirements are met by the MS Exchange server:



  1. The Exchange server 2010 backup does not require spooling the database to the hard disk, however the VSS Exchange backup still requires certain amount of disk space to operate. Microsoft suggested that some shadow copy mechanism may require to reserve the disk space of 100% of the original database.
    Reference: http://msdn.microsoft.com/en-us/library/exchange/aa579091%28v=exchg.140%29.aspx

  2. It is recommended that the temporary directory is configured on a local drive.

  3. For Exchange server with Active Directory installed, a System State backup must be performed regularly with the MS Exchange server backup.

Backup Requirements for Exchange Server 2013/2016

Please ensure that the following requirements are met by the MS Exchange server:



  1. If you are using Exchange server 2013/2016 on Windows server 2012, please install “.Net Framework 3.5 Features” under Server Manager > Dashboard > Add Roles and Features Wizard > Feature Page

  2. The Exchange server 2013/2016 backup does not require spooling the database to the hard disk, however the VSS Exchange backup still requires certain amount of disk space to operate. Microsoft suggested that some shadow copy mechanism may require to reserve the disk space of 100% of the original database.
    Reference: http://msdn.microsoft.com/en-us/library/exchange/aa579091%28v=exchg.140%29.aspx

  3. It is recommended that the temporary directory is configured on a local drive.

  4. For Exchange server with Active Directory installed, a System State backup must be performed regularly with the MS Exchange server backup.

Backup Requirements for Exchange Server 2010 DAG

Please ensure that the following requirements are met by the MS Exchange server:



  1. The Exchange server 2010 backup does not require spooling the database to the hard disk, however the VSS Exchange backup still requires certain amount of disk space to operate. Microsoft suggested that some shadow copy mechanism may require to reserve the disk space of 100% of the original database.
    Reference: http://msdn.microsoft.com/en-us/library/exchange/aa579091%28v=exchg.140%29.aspx

  2. It is recommended that the temporary directory is configured on a local drive.

  3. For Exchange server with Active Directory installed, a System State backup must be performed regularly with the MS Exchange server backup.
  4. Scheduled backup on DAG is required, as all the AhsayOBM on different Exchange servers will base on the scheduled backup time to activate all the backups at the same time, even all these Exchange servers are located in different timezones. When the backup on all Exchange servers are finished, a single email report will be generated.
  5. The scheduler refers to the timezone setting of the corresponding AhsayOBM account’s profile (instead of the system clock on the client machine for stand-alone Exchange server backup).
  6. Manual backup on individual node is not considered as a complete Exchange DAG backup.

  7. The backup module protects the Exchange at the database level. If full system backup is required, please run a full Windows system backup on each Exchange server within the DAG.

  8. To backup mailbox database within an Exchange DAG, AhsayOBM is required to be installed on each DAG member with Mailbox Role (e.g. servers that are hosting the mailbox databases). It is not necessary to install AhsayOBM on Exchange server with CAS (Client Access Server) Role only.

Backup Requirements for Exchange Server 2013/2016 DAG

Please ensure that the following requirements are met by the MS Exchange server:



  1. If you are using Exchange server 2013/2016 on Windows server 2012, please install “.Net Framework 3.5 Features” under Server Manager > Dashboard > Add Roles and Features Wizard > Feature Page

  2. The Exchange server 2013/2016 backup does not require spooling the database to the hard disk, however the VSS Exchange backup still requires certain amount of disk space to operate. Microsoft suggested that some shadow copy mechanism may require to reserve the disk space of 100% of the original database.
    Reference: http://msdn.microsoft.com/en-us/library/exchange/aa579091%28v=exchg.140%29.aspx

  3. It is recommended that the temporary directory is configured on a local drive.

  4. For Exchange server with Active Directory installed, a System State backup must be performed regularly with the MS Exchange server backup.
  5. Scheduled backup on DAG is required, as all the AhsayOBM on different Exchange servers will base on the scheduled backup time to activate all the backups at the same time, even all these Exchange servers are located at different timezones. When the backup on all Exchange servers are finished, a single email report will be generated.
  6. The scheduler refers to the timezone setting of the corresponding AhsayOBM account’s profile (instead of the system clock on the client machine for stand-alone Exchange server backup).
  7. Manual backup on individual node is not considered as a complete Exchange DAG backup.

  8. The backup module protects the Exchange at the database level. If full system backup is required, please run a full Windows system backup on each Exchange server within the DAG.

  9. To backup mailbox database within an Exchange DAG, AhsayOBM is required to be installed on each DAG member with Mailbox Role (e.g. servers that are hosting the mailbox databases). It is not necessary to install AhsayOBM on Exchange server with CAS (Client Access Server) Role only.

Set the name of the backup set

Key:

Field Description
Name This is the name of the backup set. You can create a meaningful name for it.
Backup Type Enter the correct backup type from the drop down box.
Version Version of the Exchange server.

To create a backup set name:



  1. Type in a meaningful backup set name.

  2. Select the correct backup type, eg: MS Exchange Server Backup.

  3. Select the version of Exchange server.

  4. Click [Next] button to continue.