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Windows Server 2008 R2 : File System Management and Fault Tolerance - Using the Volume Shadow Copy Service

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The Windows Server 2008 R2 Volume Shadow Copy Service (VSS) is a feature available for NTFS volumes. VSS is used to perform a point-in-time backup of an entire volume to the local disk. This backup can be used to quickly restore data that was deleted from the volume locally or through a network-mapped drive or network file share. VSS is also used by Windows Server Backup and by compatible third-party backup applications to back up local and shared NTFS volumes.

VSS can make a point-in-time backup of a volume, including backing up open files. This entire process is completed in a very short period of time but is powerful enough to be used to restore an entire volume, if necessary. VSS can be scheduled to automatically back up a volume once, twice, or several times a day. This service can be enabled on a volume that contains DFS targets and standard Windows Server 2008 R2 file shares.

Using VSS and Windows Server Backup

When the Windows Server Backup program runs a backup of a local NTFS volume, VSS is used by default to create a snapshot or shadow copy of the volume’s current data. This data is saved to the same or another local volume or disk. The Backup program then uses the shadow copy to back up data, leaving the disk free to support users and the operating system. When the backup is complete, the shadow copy is automatically deleted from the local disk. For more information on VSS and Windows Server Backup, shadow copies should be enabled on every volume and enough free space should exist to store the shadow copies. Even if the schedule is set to once a year, enabling shadow copies on the volume defines the shadow copies with the Volume Shadow Copy provider and reduces VSS errors on backups.

Configuring Shadow Copies

Enabling shadow copies for a volume can be very simple. Administrators have more options when it comes to recovering lost or deleted data and, in many cases, can entirely avoid restoring data to disk from a backup tape device or tape library. In addition, select users can be given the necessary rights to restore files that they’ve accidentally deleted.

The Volume Shadow Copy Service is already installed and is automatically available using NTFS-formatted volumes.

To enable and configure shadow copies, follow these steps:

1.
Log on to the Windows Server 2008 R2 system with an account with administrator privileges.

2.
Click Start, click All Programs, click Administrative Tools, and select Server Manager.

3.
In the tree pane, double-click the Storage node, and select Disk Management.

4.
In the tasks pane, scroll down to locate the desired volume, right-click the volume, and select Properties.

5.
Select the Shadow Copies tab, and in the Select a Volume section, click on the desired volume, and click the Settings button.

6.
The Settings page allows you to choose an alternate volume to store the shadow copies. Select another volume to store the shadow copies in line with best practices and set the storage space limit for the shadow copies. The default is usually set to 10% of the volume size; accepting the defaults is recommended.

7.
After the location and maximum size are configured, click the Schedule button and define the schedule. The defaults create a shadow copy at 7:00 a.m. and 12:00 p.m., but for this example, set up an additional shadow copy to run at 5:00 p.m., as shown in Figure 1.

Figure 1. Creating an additional schedule for Volume Shadow Copies.


8.
Click OK to close the Schedule window and click OK again to close the Volume Shadow Copy Settings window. The shadow copy for the originally selected volume is now enabled.

9.
If necessary, select the next volume and enable shadow copying; otherwise, click the Create Now button to create the initial shadow copy.

10.
If necessary, select the next volume and immediately create a shadow copy by clicking the Create Now button.

11.
After the shadow copies are created, click OK to close the Disk Volume window, close Server Manager, and log off the server.

Recovering Data Using Shadow Copies

The server administrator or a standard user who has been granted permissions can recover data using previously created shadow copies. The files stored in the shadow copy cannot be accessed directly, but they can be accessed by connecting the volume that has had a shadow copy created.

To recover data from a file share, follow these steps:

1.
Log on to a Windows Server 2008 R2 system, Windows XP SP1, or later workstation with either administrator rights or with a user account that has permissions to restore the files from the shadow copy.

2.
Click Start and select Run or type in the server and share name in the Search pane.

3.
At the Run prompt or Search pane, type \\servername\sharename, where servername represents the NetBIOS or fully qualified domain name of the server hosting the file share. The share must exist on a volume in which a shadow copy has already been created.

4.
When the folder opens, right-click on the folder that contains the data that will be restored and select Properties.

5.
When the window opens, if necessary, select the Previous Versions tab, select the desired folder version, and click the Open button.

6.
An Explorer window then opens, displaying the contents of the folder when the shadow copy was made. If you want to restore only a single file, locate the file, right-click it, and select Copy.

7.
Open the server share location in which the restored file will be placed, right-click, and choose Paste. Overwrite the file as required and close all the windows as desired.
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