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How to: Upgrade to Windows Home Server 2011 (Part 2)

Introduction

In Part 1 of Upgrading to Windows Home Server 2011 (my way), I went through the OS installation, client upgrades, data migration tasks, and other rather mundane tasks to set up a new OS.  I had completed all the Getting Started Tasks except one: Set up Server Backup.

It was time to tackle that last task.  Which brings to my *very* brief “levels of protection” overview.

There are 3 levels of data protection/duplication/redundancy.  They are:

  • RAID (and DE), which is a system protection solution when a hard drive dies.  If implemented correctly, the only one who knows about it in a business is the sys admin who just had his evening ruined because he/she has to rebuild that RAID array.
    It is not a backup, although many use RAID and DE as if they were.  And I am just as guilty (mostly) in that regard as anybody.
  • We have what I would call on-site backups.  Using various software solutions, of which there are more of in the wild than I care to count, one produces a backup to some separate external device for on-site storage.  These can be on CDs, DVDs, external HDs, a NAS device, another computer, tape drives, or similar device.
  • Then we have that 3rd layer of protection: off-site storage.  I would suggest that most are produced in the same manner as above, but once produced, the copy is taken off-site for protection from such a catastrophic event as a fire.
    In some companies, the use of a cloud-based off-site backup is either being considered or being done.  How feasible a cloud-base solution is debatable at this time, however, I am confident that it is an option that will gain in popularity over time.

The above 3 levels are part of a business plan, and are not cheap to implement/maintain.  As I am sure many of you know, there can almost never be enough backups of a company’s data.  A company can quite often survive a fire.  The complete loss of the electronic data of a company, large or small, could easily mean shutting the doors and the loss of x number of jobs.

For a home solution, it would be nice to have that level of protection also.  Time and cost constraints conflict quite often with producing that level of protection, however.  Data on a home server is far less critical, but some portions of that information are just as important to the owner of that data.  Pictures, for example.

So, for some, decisions must be made on how far one goes to protect data.  The fact that you are reading this is probably a good indicator of how important data protection is.  However, the concept of how far one goes in producing a plan like the one above will vary greatly, depending upon a individual’s needs/desires.

For today, I am going to focus on just one of those 3 legs of data protection, the on-site backup.

The Criteria

First, I must say that this is “my” solution for my situation.  What may work for me may not be desirable or feasible for you.  If it is a solution that you can make use, great!  If it is solution that you cannot make use of, hopefully it will give you a direction to proceed.

Now that we are past the “disclaimer”, what follows is my bullet list of criteria needed for my situation.

  • The on-site backup plan will sync data between my WHS 2011 production machine and my old WHS v1 machine.  This WHS v1 HP X510 will become a backup server to my production WHS 2011 server.
    Yes, I could do this on the same machine, but I would rather not.
  • The software to perform this function is free.  If a free solution exists that meets my needs, that would be great.  This is a desirable, but not necessary requirement.
  • The software to perform this function is easily configurable.  An easily understandable GUI interface that is easy to configure initially, and over time as conditions change, would be highly desirable.
  • The software to perform this function is automated.  I want to be able to tell the backup program to perform backups on a schedule that does not require input from me.
  • I would like this backup to be easily read in any machine without the use of the backup software to “unpack” the data.
  • Above all, I want a simple solution.  This will be a set-it-up and forget it exists after that.  Perhaps over time, I might want to tweak various advanced options.  Perhaps I might find it desirable to make use of the features of the paid version of a free program.

For the most part, I think some or all of the above would apply to most anyone.  The importance of some the above criteria may differ from individual to individual, but the result that comes from the above is a duplication of the data on a WHS 2011 machine.


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About Jim Clark

Hello. I’m from the heartland of the U.S. Lots of corn and beans, although Iowa is a lot more than just farmland. It also has a few computer enthusiasts (no, not me!). I’ve been around PCs since I got my 1st PC XT aloooong time ago. WGS is one of the first sites I found centered around WHS. And the best. Every once in awhile, I do get away from the KB and enjoy time with and my wife and our 4 kids. And I do have a day job.

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  • davepermen

    for offsite of your most important data (pictures in that case), consider CrashPlan. backing up to a friends computer is free. i have some friends backing up to my homeserver that way, and i back up my most important stuff out to them.

    or someone related from family, that you know you'd have to run if something's wrong with their pc anyways. set them crashplan to back up their data to your whs, and as a nice deal, back up your stuff to them, too. all in the family, of course :)

    • Jim_Clark

      That actually sounds quite appealing. CP is one of the solutions I was looking at, but I did not prefer the backup database that is not readable without CP. Other than that, it was quite nice!

      • davepermen

        most of the stuff i will SYNC with my family/friends, as we both want a working copy. this is for the stuff friends have no use of. so having to use CP to restore it is okay with me.

        A friend has all his company data on my server that way (yeah, a small business using whs, and he's not the only one).

        the other solution would be something like hamachi for a vpn between the servers, and then syching/backing up with what ever tool of choice you'd like. i prefer CP for being very simple and flexible (tons of friends who don't have a whs can back up to mine that way without further setup)

  • snowdins

    Seeing how my backup database on v1 just corrupted and now see that on 2011 and you stating there is no obvious reason for this, all hopes of my upgrading asap just got set on fire.

    This is so sad. its 2011 and .. ugh I am so sick and tired of being let down and whining about this product.

  • Marty

    Another good article Jim. However, I have couple questions.

    From your comments, you seem less than thrilled with the "out of the box" backup solution that comes with WHS 2011. Would you consider it adequate for the average/novice _home_ user of WHS 2011, or will everyone be required to seek a third party backup solution?

    Do you have, or do you know of, a comparison table which compares the WHSv1 functionality to that of WHS 2011? I get the impression from your comments that some WHSv1 functionality may have been lost. For example, I currently backup my WHSv1 to three 2TB USB drives with the server backup configured to backup different folders to different drives (i.e. Drive 1 – Video; Drive 2 – Photos, Music, Public, etc.; Drive 3 – Users). The backup is simple – plug-in the drives on the WHSv1 computer, start the backup, when completed unplug the drives and take off-site. Can this same backup setup be configured in WHS 2011?

    • Jim_Clark

      Except for some very basic look-sees quite some time ago, I did not make use of the v1 server backup function. From what you describe, you can do essentially the same with 2011 plus backup the server. The WHS 2011 backup feature simply takes a long time to do ongoing backups, whereas SyncBack simply checks for changed and new files. Whereas a WHS 2011 backup may take hours, SyncBack does it in minutes (unless you have large changes).

      • Marty

        From your screen capture, it looked like you would only be able to attach 1 backup drive at a time in WHS 2011. If you can attach multiple backup drives (i.e. 3) to backup multple internal drives as part of the same backup that would be good and would be similar functionality to WHSv1.

        The WHSv1 server backup is a great feature for automating external/offsite backups. It is very simple (just plug in any number of configured USB drives and tell it to backup) and is fairly quick as it compares what is already on the backup drives, only copying over the changed files.

        Not sure what you mean by "… the same with 2011 plus backup the server". Are you saying that WHS 2011 can also backup the WHS OS data? WHSv1 can't backup the OS data, but this is not really a big limitation. Certainly, if the WHS 2011 server OS backup is a bare-metal backup, it would simplify the restore of the WHS 2011 OS.

        Also, I understand that WHS 2011 can backup the bare-metal client backups too. This would be a nice-to-have feature that WHSv1 can't do.

        • Jim_Clark

          Yes on both counts (OS and client database)

  • Michael Owen

    given your criteria, I don’t understand why you went with syncback over standard win7 backup?

    • Michael Owen

      OK, not even a question, cos you were backing up from one whs server to another, not from a pc to the server, yes?

      • Jim_Clark

        Yep! :)

    • Jim_Clark

      Unless I am missing something, this feature is not part of WHS 2011.

  • Marty

    I have another question regarding the WHS 2011 backup functionality.

    Can multiple backup jobs be configured? That is, could one backup job be configured for "pseudo" duplication and one backup job configured for external/offsite backups?

    Backup job #1 (pseudo duplication): Configure a WHS 2011 backup where 1 or more "primary" internal hard drives are backed up to 1 or more "secondary" internal hard drives, where the backup is set to run on a very short cycle (i.e. every 15 minutes or less). Both sets of drives (primary, secondary) are cabled (and screwed) into the case.

    Backup job #2 (external/offsite backup): Configure a WHS 2011 backup where 1 or more internal hard drives are backed up to 1 or more external USB drives, where the backup is set to run weekly (or manually whenever an external backup is desired).

    For WHS 2011 backup, do the backup drives need to be physically connected to the computer, or can they be network drives (via UNC or mapped drive letters)?

  • Jim_Clark

    There is no option for multiple profiles with the WHS 2011 server backup. You would have to reconfigure the backup folders for each run, which would be very labor intensive. And certainly not automated.

    Physical connected drives only, no network backups. The utility searches for an appropritate drive and does not give the user the ability to specifiy another computer drive. However, you do raise an interesting question (mapped drives) and I will have to check that one out.

  • Michael Owen

    For the last couple of years I’ve been using WHS v1 on HP EX495. Level 1 backup is daily WHS backup of 3 laptops (very sweet). Level 2 is drive extender duplication of those and the files held only on the server. Level 3 is weekly Win7 backup of files and system image from laptops to server (these are redundant to WHS backups but the next level is offsite and I wanted an alternate backup independent of WHS hardware and software and easily and reliably restored). All of this is useless if the house is toast so Level 4 is fortnightly backup to 2 x rotating 3.5″ HD (didn’t want to put everything one HD then find its toes up) in one of the HP server bays of everything on the server (WHS backups, Win7 backups, WHS BDBB, plus files held only on the server). These HDs are held offsite (in the garden shed actually). BTW where we are in North Island of New Zealand where there will be an earthquake (happened already), volcanic eruption or a tsunami sooner or later. So this is just a small part of our readiness planning :-)

    • davepermen

      how about backing them up to outside your country, then? i'm in an earthquake-able region myself, i backup to england (i'm from switzerland). just the most important few gigabytes, but those that i would not want to miss after i've lost everything else. (btw, i use CrashPlan to a friends homeserver for this, see post further above)

      • Michael Owen

        looked at that but the upload cost would have been huge and I decided that sorting out important from not important files wasn’t worth the hassle at the time, and if worst comes to worst and I need to get a laptop up and running I will need a system image (or more than just the family photos), and I also cant assume that power and our wireless service from town for the download will be reliable or available

        • davepermen

          Upload cost? first sync can be done offline (onto an external drive, then bring to friend/family, then done).

          Or do you have to pay for your uploads, like really? Does that still exist? Last time I've seen this was on analog modem..

          It's not a whs-on-the-net. it's just that if everything else completely fails, you still have your data (only that, nothing else) at a safe place. at such a point, you don't care right now if you can restore your laptop (as you'll need a new one as everything's burned down, for example). you will have other troubles to solve first. but even so, at some point you want to be able to restore your most personal private data, or at least access some important files.

          that's where crashplan comes in. not to restore your systems or anything. but to safe your data somewhere else in the world, automatically, all the time.

  • D Murphy

    FYI SyncBack will backup to a remote FTP server. Works rather well.

    drm

  • toy4x4

    My Config:

    2x 640gb drives mirrored for C: and D:. I put my pictures, Docs and other critical stuff on D:
    4x1tb drives in a raid 0 striped set. I then built one 4tb volume in WHS for all media and other non-critical data.

    I have two 2tb drives that I am backing up to nightly using CloudBerry. Cloudberry also nightly copies my D: critical data to Amazon S3.

    I feel no need for folder duplication like in v1 and I will continue to extend the 4tb drive as I need more space so I have one main data pool. I will also copy size that with backup drives to insure I have that data protected.

    If it were not for third party add-ons like Cloudberry, I would consider WHS 2011 a complete fail. With the add-ons, Microsoft still significantly missed the bus, but allowing 3rd parties to fill the gaps is a positive.

  • http://twitter.com/misterpuley Aaron Puley

    Hi, Jim

    Loving this idea. Just loaded WHS 2011 on new build, Intel Core i7, 12GB RAM, 5 x 3TB drives in RAID 5 array (approx. 12TB usable space now) – all register as one drive similar to DE. So far so good – took about 48 hours to sync the RAID array (using the built-in functionality of Disk Management) – now reading “Healthy”. I’m about to start migrating data over to it from my v.1 and LOVE your idea of using it for the backup – brilliant really as I think I was considering powering it down once the new 2011 was up and running.

    Question – did you maintain the WHS v.1 software on the original server and just use it to handle the backups? I can see this being really useful as more drives can be added as needed to handle more space utilizing the original DE feature. You would then use Remote desktop to access the WHS v.1 (now the backup server) as two instances of WHS console can not run simultaneously?

    Thank you for your great articles and insight – so very helpful to help me verify that I am travelling the right path. I have adored my v.1 server as it serves all media through my house, backs up local clients, hosts my WordPress blog, serves my music via Subsonic, and hosts picutres I want to share on a website. So versatile and magical. To me, the DE was awesome, but I can get easily over it for increased speed and functionality.

  • eidos

    Jim, I have been using WHS 2011 since it came out without issues.  I just built a new powerful computer and I went to install Connector so I could backup the new Client and by using http://servername:5500/connector I cannot find the server.  It is backing up existing computers perfectly.  I can Remote Desktop into the sever from any computer in my home but none of them can connect using internet explorer.

    Do you have any ideas how to fix this?