Server Backup and Recovery Facility

The SAS 9.3 Metadata Server includes a server-based facility that can be used to perform unassisted, scheduled SAS Metadata Server backups. These backups do not interrupt the regular operation of the metadata server. The facility can perform ad hoc backups, restores, and roll-forward recovery of the SAS Metadata Server from the metadata server journal.
The server-based facility includes the following:
  • Options on IServer methods. These options perform the following functions:
    • set the backup configuration and backup schedule, and enable clients to execute ad hoc backups and restores.
    • return requested information about the backup configuration, backup schedule, backup history, and specific backup and restore operations.
  • Internal processes for scheduling and executing backups and recoveries.
  • Four system files in the SASMeta/MetadataServer directory that manage backup and recovery processes.
    • MetadataServerBackupConfiguration.xml contains the backup configuration and backup schedule.
    • MetadataServerBackupHistory.xml contains a history of backup and recovery activity.
    • MetadataServerBackupManifest.xml contains a record of the repositories and files copied in a backup.
    • MetadataServerRecoveryManifest.xml contains a record of the repositories and files copied in a recovery.
    CAUTION:
    These four system files should never be opened directly.
    Use the functionality in the SAS Management Console Metadata Manager to view information or use SAS to issue appropriate Status method requests through PROC METADATA to list all or some of the content of these system files.
  • An omaconfig.xml option, <OMA JOURNALTYPE = “NONE | SIMPLE | ROLL_FORWARD”/>, that is used to configure roll-forward recovery from the metadata server journal. ROLL_FORWARD is the default journal type setting for SAS 9.3 installations.
The facility always performs a full backup of the SAS Metadata Server. A full backup includes all configuration files in the SASMeta/MetadataServer directory, and all SAS metadata repositories that are registered on the SAS Metadata Server, regardless of their registered access modes.
In addition to backups of repositories and configuration files, each backup directory contains a MetadataServerBackupManifest.xml file. And, when roll-forward recovery is configured, the backup directory contains a metadata server journal file. The MetadataServerBackupManifest.xml file contains a record of the files that were backed up. This enables recovery processes to verify that nothing in the backup has changed since the backup was performed The metadata server journal file is created in the backup directory when the backup is initiated. The metadata server journal file records transactions that occur while the backup is being performed. When the backup completes, those transactions are applied to the backup. The metadata server journal file records subsequent transactions until the next backup is performed. Locating the metadata server journal file in the backup directory ensures that each backup directory has all of the information that is necessary to recover the server between backups.
The facility supports full recovery from the metadata server journal file, or recovery up to a specified point in time. The SAS Metadata Server log should be used to determine the datetime value to use for the recovery. The server accepts a SAS datetime value in GMT. The SAS Management Console Recover from a Backup wizard can help you format the datetime value.
When roll-forward recovery is not configured, no metadata server journal file is used. The server is placed in a READONLY state while backups are performed.
The backup configuration and backup schedule are set with the Refresh method. They are monitored with the Status method. For more information, see Refresh, Status, Pause, and Resume.
For information about how the facility is used in SAS 9.3 Intelligence Platform installations, see Backing Up and Recovering the SAS Metadata Server.