Checklist: Backup and Restore
Perform the following steps before you have a hardware failure to ensure that you can restore your BizTalk Server system.
Back Up BizTalk Server
| Step | Reference |
|---|---|
| Keep a written record of all changes to your BizTalk Server system. | |
| Ensure that you have appropriate permissions to back up and restore BizTalk Server. | Minimum Security User Rights |
| Learn how to back up and restore the BizTalk Server databases. | Backing Up and Restoring BizTalk Server Databases |
| Configure the Backup BizTalk Server job to back up the BizTalk Server databases. | How to Configure the Backup BizTalk Server Job |
| Configure the server where database backups will be stored. | How to Configure the Destination System for Log Shipping |
| If you are using Business Activity Monitoring (BAM), back up the BAM databases. | Backing Up and Restoring BAM |
| If you are using Enterprise Single Sign-on (SSO), back up the master secret. | Managing the Master Secret |
| Back up the BizTalk Server configuration file. | How to Back Up The BizTalk Server Configuration |
| Back up the Enterprise Single Sign-On master secret. | How to Back Up the Master Secret |
| Back up the BAM portal application pools and virtual directories configuration information. If you are not using BAM, you do not need to perform this step. | How to Back Up the BAM Portal |
| Back up your BizTalk applications. | Backing Up BizTalk Server Applications |
Restore BizTalk Server
| Step | Reference |
|---|---|
| Restore your databases. | How to Restore Your Databases |
| Update references to the BAM database names. | How to Back Up the BAM Analysis and Tracking Analysis Server Databases How to Update References to the BAM Analysis Server and Star Schema Database Names How to Update References to the BAM Archive Database Name How to Update References to the BAM Primary Import Database Name and Connection String How to Update References to the BAM Notification Services Databases How to Resolve Incomplete Activity Instances |
| If you are using Enterprise Single Sign-on, restore the master secret. | Managing the Master Secret |
| If the computer running BizTalk Server has failed, install BizTalk Server on the replacement computer. | Install BizTalk Server 2020 |
| Restore the certificate store. This step is required for Standard Edition. It is not required for other editions, such as Enterprise Edition, because the configuration process does this automatically. |
How to Restore the Certificate Store |
| Restore Enterprise Single Sign-On | How to Recover Enterprise Single Sign-On |
| Restore the BizTalk group | How to Recover the BizTalk Group If you are restoring Standard Edition, you must download a script that facilitates recovery of the server. Download RestoreConfig.vbe. |
| Restore the BizTalk Server configuration | How to Recover the BizTalk Server Configuration |
| If you are using BAM, you should restore the BAM alerts. If you are not using BAM, you do not need to perform this step. |
How to Recover BAM Alerts |
| If you are using BAM, you should restore the BAM portal. If you are not using BAM, you do not need to perform this step. |
How to Recover the BAM Portal |