Backup and Recovery

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Presenter

Liyun Zhao
Presales Engineer
Laserfiche
(905) 604-1791
Presales@Laserfiche.com

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 Audience
Laserfiche administrators

DBA staff

IT staff

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 Agenda

01 Laserfiche architecture

02 Components to back up

03 Backup strategies
04 Backup simulation

05 Tools for backup

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Why Back Up?

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 Laserfiche
Architecture

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 Laserfiche System Architecture
Email Server
Web Server
Application Server Active Directory

LAN Single Sign-On

Local and Remote Users

Forms
Web Client
WebLink
MSSQL
Laserfiche App
Oracle
Web Server
Database Server Laserfiche Server

App Users

Workflow Quick Fields

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 Example Scenario
• Beach City College
Laserfiche Server (Laserfiche Rio)
Application submission: Forms, WebLink
Application review: Workflow, Quick Fields, web client
Mobile access: Laserfiche App

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Components to
Back Up

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 Laserfiche Server

Laserfiche Server

Volume

Database
Audit logs
Search catalog

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 Volume Backup
• May have multiple volumes
Physical
Logical
• Copy volume folder to backup medium

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Volume Location

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 Database
• SQL or Oracle database
• Use tool or backup solution
SQL: SQL Management Studio
Oracle: Oracle Backup and Recovery Tool
Solutions: Unitrends, Acronis, etc.
Easier to back up and recover data

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 Database Backup Methods
• Hot backup
Database stays online
• Cold backup
Database goes offline

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Database

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 Synchronizing Backups
• Out-of-sync backups cause issues
Volume out of sync
Database out of sync
• Synchronize database and volume backup

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 Audit Logs
• Stores audit information
• Default: stored with repository files

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Audit Logs Location

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Audit Trail Reports

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 Full-Text Search Catalog
• Copy SEARCH folder to backup medium
• Backup solution that supports VSS
• Can be recreated

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Full-Text Search Catalog

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 Workflow
• Database
Workflow definitions
• Volume
Attachments
• Custom activities/scripts (references)

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Workflow

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 Quick Fields
• Quick Fields Server
Sessions
Security settings
• Quick Fields Agent
Schedules
Session references

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Quick Fields Database

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Quick Fields Agent

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 Forms
• Forms database
Business processes
Instance results

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 Forms SQL Database
• Forms database
Configuration page

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 WebLink
• Configuration folder
WebLink’s Administrator’s Utility
• Customizations
WebLink Designer

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Configuration File

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 Web Client
• Configuration
User authentication
Repository connection

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Configuration File

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 Laserfiche App
• Configuration file
Repository connection
User authentication
Email settings

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Configuration File

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 Directory Server
• Directory Server
Generate individual license
User license allocation
Product instance registrations
• SQL database

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 Backup
Strategies

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 Creating a Backup Plan
• Recovery Point Objective (RPO)
How long should you wait between creating backups?
• Recovery Time Objective (RTO)
How long can the service be down?

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 Example Scenarios
• How busy is the system?
• How much work can you afford to lose?
Hundreds of applications per day
RPO: 8 hours

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 Types of Backups
• Full backup
Copy all files
• Differential backup
All changes since last full backup
• Incremental backup
All changes since last backup

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 Differential

Full Backup Day 1 Day 2 Day 3

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 Incremental

Full Backup Day 1 Day 2 Day 3

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 Example Scenarios
• Beach City College
RPO: 8 hours
Weekly full
Daily incremental

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 Backup Media
• Disk: faster
• Tape: more secure and longer lasting
Disk to Disk to Tape (D2D2T)
• Cloud: flexibility

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 Virtualization

•Virtual machine
• Easier and faster to restore
•Physical machine
• Time-consuming

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 Backup
Simulation

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 Recovery Simulation: Laserfiche Rio
• Unlimited number of Laserfiche Servers
Set up test environment for backup

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 Recovery Simulation: Laserfiche Avante
• Downtime
Test restore on production server
• No downtime
Request backup licenses

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 Recovery Steps
• Install Laserfiche Server
• Restore and attach database
• Restore volumes
• Restore audit logs and search catalog
• Register repository
• Test
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 Summary
Laserfiche Components License RPO

Laserfiche 8 hours
WebLink
Server Forms Rio
Full-Weekly
Directory
Workflow web client Server Incremental-Daily

Quick Fields Laserfiche App

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Tools

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 Tools
• Activation Tool
Activate/deactivate Laserfiche product licenses
• Volume Consistency Checker
Checks if volumes and database are in sync
• support.laserfiche.com

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 Support Site

• Support Site
• Laserfiche Answers

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 Additional Resources
Recommended Classes
Thursday, February 9 Advanced Backup and Encryption
2:45 PM – 3:45 PM RM 103AB
Friday, February 10 Implementing and Supporting Highly Available
1:30 PM – 2:30 PM Systems
RM 102AB
White Paper
Designing a Laserfiche Backup and Recovery Plan
Info Center
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Q&A

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