Backup and Restore

Backup

Preliminary Considerations

MailStore Server supports two methods to perform a full backup of the email archive including all user settings: the MailStore integrated backup feature and the use of external backup software.

Which method best suits the needs of your business depends on your preferences as well as your system environment. In smaller environments without a designated administrator, the integrated backup feature has the advantage that no extensive configuration needs to be performed in order to make sure that the backup is successfully completed and that all pertinent data and directories are included. To be able to transfer the data (for example to Digital Audio Tape), it is necessary to integrate the backed up data into another system backup.

When using external backup software (e.g. Symantec Backup Exec, Windows NTBackup or Acronis True Image,) a few measures have to be taken to be able to create a successful backup. However, it has the advantage that the MailStore Server data can be integrated into existing backup strategies without having to perform a separate system backup.

Please note: In MailStore's Administrative Tools under Storage Locations, older archive stores can be write-protected. Write-protected archive stores remain available to all users (although they cannot be moved or deleted) and no longer have to be included in ongoing backup procedures. These archive stores can be stored on cost-efficient storage media. More information about archive stores and storage locations is available under Storage Locations.

Which Data Must be Backed Up?

Each archive store in MailStore consists of three components:

• Folder information and meta data
• Email headers and contents
• Full text index

While folder information and meta data as well as email headers and contents are a unit that requires consistency, full text indexes can be reconstructed if needed.

In addition to the archive stores, the MailStore master database (MailStoreMaster.fdb) must be backed up as well because it contains all configuration settings of the users and profiles.

Using the MailStore Integrated Backup Feature

MailStore has built-in technology to perform a full backup of the archive.

A full backup contains all archived emails and all program settings such as users and privileges. Restoring such a backup is sufficient to completely reinstate the original archive without having to perform any further configurations.

Important Notice: When using the integrated backup feature, MailStore only supports standard archive stores. If you are using advanced archive stores, a full backup can only be performed using external backup software.

Procedure

To create a complete database backup, proceed as follows:

• Log in as MailStore administrator (admin)
• Click on Administrative Tools > Storage and select Create Archive Backup.

  

• Enter the Target Directory and specify the scope of the backup. For determining which archive stores should be included in the backup, the following options are available:
  • Backup all archive stores - All currently attached standard archive stores are archived.
  • Backup all archive stores that are not write-protected - With MailStore Server archive stores can be write-protected. Users are still able to access the data of a write-protected archive store but are no longer able to make any changes (by adding or deleting emails). If a backup of a write-protected standard archive store has already been performed, it can be excluded from the backup procedure using this option.
  • Backup the following archive stores - With this option the backup can be limited to specific standard archive stores.
• After selecting the appropriate option, click on Start Now to perform a single backup.

To perform a backup at regular intervals, a task must be created manually in the Windows Task Scheduler. The necessary steps are described in the next section.

Automating the Backup

Once the backup has been successfully executed manually, it can easily be automated based on these settings by following the steps below:

• Click Copy Cmd Line to copy the command line into the clipboard.
  
  Notice for users for MailStore Server <= 9.0.3:
  Paste the copied command line into an empty text document and copy only the second line again, to get rid of the comment on the first line. Otherwise the command line is not detected correctly by the Windows Task Scheduler.
• Open the Task Scheduler by using the Windows start menu or execute the command taskschd.msc.
• Right click on Task Scheduler Library and select Create Basic Task... from the context menu.
• In the first step enter a name for the newly created task, i.e. "MailStore Backup" and afterwards click on Next.
• Now select when or how often to run the backup. Depending on the previous selection, additional settings may have to be done after clicking Next. Afterwards click on Next again.
• Choose Start a Program as action and click Next.
• Paste the copied command line from the beginning into the text field Program/script. After clicking on Next, the task scheduler asks whether to split the command line into a program call and argument list. Answer this question with Yes.
• Activate the option Open the Properties dialog for this task when I click Finish in the summary and click Finish.
• Click on Change User or Group....
• Enter SYSTEM into the text box and click OK.
• The task will now be run as the NT_AUTHORITY\SYSTEM account, the same account as the MailStore Server service.
• To close the properties dialog click on OK again.

A new task for executing the backup regularly has now been created in the Task Scheduler Library.

Please note: The archive cannot be accessed while a backup is in progress. Trying to access the archive will generate the error message "Due to maintenance the server is currently unavailable."

Using External Backup Software

Backup of Standard Archive Stores

The MailStore Server service provides external backup software using Microsoft Volume Shadow Service with a so-called Volume Shadow Service Writer (VSS Writer). The external backup software can use it to create consistent backups of the MailStore master database and all standard archive stores. If this method succeeds, however, largely depends on the backup software which is used.

To verify if the appropriate VSS events were initiated in MailStore during a backup, open the system protocol in the Windows event viewer and search for the following events:

1. A backup session has been started.
2. The archive has been frozen as a reaction on the OnPrepareSnapshot event.
3. The archive has been thawn as a reaction on the OnThaw event.
4. The backup session has been shut down.

If these events cannot be found in the system protocol, no consistent backup using Volume Shadow Service was performed.

In this case please make sure that the MailStore Server service is stopped during the backup using external backup software. Please refer to your backup software's documentation to learn how to stop services before performing backups and how to restart services upon their completion.

Backup of Advanced Archive Stores

Advanced archive stores allow you to store individual components of the archive store data in different locations. For example, folder information and meta data can be stored in an SQL database while saving email headers and contents in the file system. Depending on the storage locations, the order can be crucial for a consistent backup.

Folder information and meta data as well as email headers and contents were stored in the same location:

If all data of an advanced archive store is stored in the same location (file system or SQL database), the consistency of this location must be kept in mind. This can be done using the Volume Shadow Service or appropriate database backup software, for example.

Folder information and meta data as well as email headers and contents were stored in different locations:

The order of the backup is crucial for the consistency of the archive store backup. Please adhere to the following order:

1. Backup of the folder information and meta data
2. Backup of email headers and contents

This ensures that upon recovery, for all folder information and metadata there exist the corresponding email headers and contents, and that data integrity is maintained.

Restoring Backups

This section describes how a database backup of the entire email archive, which was created using the integrated backup feature, can be restored.

Background

A database backup which was created using the integrated backup feature contains all archived emails and program settings such as users and privileges. Restoring such a backup is sufficient to completely reinstate the original archive without having to perform any further configurations.

Automatic Restore of a Database Backup

MailStore creates two files in the backup destination when creating a backup., which allow an automatic full restore of the archive in its original storage location. Should the backup be restored into a different storage location or if only parts (i.e. single archive store) should be restored, the restore procedure must be performed manually (see next section).

An operative installation of MailStore Server is required to restore a database backup. Please proceed as follows:

• Stop the MailStore Server Service and remove the empty archive directory that has been created during installation in C:\MailArchive.
• Next execute the file restore.bat from the backup directory.
• Follow the on-screen instructions. Carefully check the output for possible error messages.
• Run the MailStore Server Service Configuration tool from the MailStore program folder in the Windows start menu.
• Click Browse... under General > Master Database and select the restore directory which contains the MailStoreMaster.fdb file. Confirm the selection by clicking OK.
• Finally start the MailStore Server Service again.

No further steps are necessary after using the automatic restore.

Manual Restore of a Database Backup

An operative installation of MailStore Server is required to restore a database backup. Please proceed as follows:

• Copy the database backup to a local hard drive on the computer or to a respective network share.
• Start the MailStore Server Service Configuration. It is located in the MailStore Server program folder that can be accessed through the Windows Start menu.
• Below Master Database, click on Browse... and select the backup directory containing the file MailStoreMaster.fdb.

  

• Click on OK to confirm.
• At the bottom of the window, click on Restart Service to save the new settings.
• When creating the backup, the folder names of the archive store may have changed. Please use the Storage Locations Management to adjust the paths to the archive stores or rename the folders in the file system accordingly. 'Hint: A mapping of archive store folder names in the backup to their original names can be found in the restore.csv file that has been created with the backup.
• The backup is completely restored to the application and the archive can be used as usual.