Selecting a SQL Server backup model

Greg Robidoux looks at some of the components to help define a backup strategy as well as the different backup options that are available in SQL Server.

In a previous tip we discussed the different recovery models SQL Server offers and decision points on which to

base your recovery model selection. After you've selected the appropriate recovery model, you need to put in place the proper backup strategy to minimize data loss and downtime in case of a database failure.

I have seen many database installations wherein the correct recovery model is in place to minimize data loss, but the correct backup options and plans are not in place. Often the Full Recovery model is selected, but the only backups occurring are full backups. Occasionally, the Simple Recovery model is selected, even though the customer base could not afford to lose all transactions since the last full backup.

Creating a full backup once a day probably makes a lot of sense to most people, but that should only be the beginning of your backup strategy. We will take a look at some of the components to help define a backup strategy as well as the different backup options that are available.

First, let's look at the backup options:

Database (Full)

  • This option creates a full backup copy of the database at the time the backup occurs.
  • Available for all recovery models.

Transaction

  • This option creates a copy of the active transaction log, which lists any transactions that have occurred since the last backup.
  • Available only for Full Recovery or Bulk-Logged Recovery models.

Differential

  • This option copies only the database pages that have been modified after the last database backup.
  • Available for all recovery models.
  • When to use Differential backups.
    • If you issue several transaction log backups throughout the day, it is helpful to also use differential backups in conjunction with database and transaction backups. The use of differential backups minimizes the number of restores that need to occur in case of a failure.
    • Here is an example: If you issue one database backup at midnight and transaction backups every 15 minutes, by 9 a.m. you will have 37 backup files. If you need to restore your database to 9 a.m., you will have to restore all 37 files. If you also issue differentials every three hours, and you need to restore your database to 9 a.m., you will only need to restore two files (the full and the differential that occurred at 9 a.m.). You can see how this could greatly decrease the time it takes to do a restore of a database and, therefore, minimize downtime.

Others

  • In addition to Database, Transaction and Differential backups, SQL Server also has options for File or Filegroup and Snapshot backups. These options will be addressed in future tips.

Unfortunately, SQL Server does not have an option for simply setting up a backup model like it does for the recovery model. It would be nice if you could just select a backup model from a drop-down list. The closest thing to that is Maintenance Plans, but the options in Maintenance Plans do not give you the choice of doing Differential backups, and you still need to set the proper backup schedule.

Based on the recovery model you have selected, you now have to choose which type of backups to run -- but more importantly, the time and frequency of the backups.

So, what is the best backup model to use for your database?

If you are using the Simple Recovery model:

  • Use only Database backups.
  • Depending on how frequently the data changes and how critical it is, you should issue at least one full backup a day.
  • This should occur during off-hours when there is minimal database use.

If you are using the Full or Bulk-Logged Recovery model:

  • Option 1 -- use Database and Transaction.
  • Option 2 -- use Database, Differential and Transaction.
  • A full backup should be created at least once a day.
  • Transaction log backups should occur every 15 minutes.
  • Differential backups should occur every three hours.
  • The full backup should occur during off-hours when there is minimal database use.
  • The transaction and differential backups should be on a set schedule based on when your full backup occurs.

How to implement your backup model

You can run backups manually, but the best approach is to schedule backups using SQL Agent. Once you set up the backup job, let SQL Agent run the backups on a set schedule. This can be done one of three ways:

  • Enterprise Manager
    • Right click on the database name.
    • Select "All Tasks."
    • Select "Backup Database."
    • Once the options are set, you can then use the schedule option to create a job.

  • T-SQL
    • Using BACKUP commands, you can create the command and then use Enterprise Manager to create a job or use T-SQL to create the job.
    • You have the ability to create Database, Differential and Transaction backups using T-SQL.
  • Maintenance plans
    • SQL Server has a maintenance plan wizard that walks you through whether you want to do Database and/or Transaction backups. The wizard also allows you to set the backup schedule.
    • To access the wizard in Enterprise Manager, under Management right click Database Maintenance Plans and select New Maintenance Plan.
    • Differential backups are not an available.
    • The default for transaction log backups is once a day, which you should change to more frequent transaction backups.

Summary

The types of backups and the schedule you use will allow you to control how much data could be lost in case of a failure as well as the time it takes to do a recovery. Using Differential backups could dramatically decrease the time it takes to do a restore of your database and get your users up and running quicker. Using Maintenance Plans is also a place to start, but take the time to get familiar with all of the backup options and then select a plan that matches your business goals.


Greg Robidoux is the president and founder of Edgewood Solutions LLC, a technology services company delivering professional services and product solutions for Microsoft SQL Server. He has authored numerous articles and has delivered presentations at regional SQL Server users' groups and national SQL Server events. Greg, who also serves as the SearchSQLServer.com Backup and Recovery expert, welcomes your questions.

This was first published in April 2005

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