When linking a dSource from a SQL Server source database, Delphix offers several different methods of capturing backup information:
  • Delphix Managed Backups, where the Delphix Engine schedules and initiates the backups from the source database, and captures them
  • SQL Server Managed Backups, where the SQL Server source database schedules and initiates backups and the Delphix Engine captures them
    • Full backups
    • Full or differential backups
    • Transaction log backups (with LogSync disabled)
    • Transaction log backups (with LogSync enabled)

Delphix Managed Backups are conceptually a lot simpler to explain, but they can be considered less desirable because they might be viewed as intrusive. SQL Server Managed Backups are explained in two sections:  

  • the initial load of the dSource from the source database 
  • subsequently keeping the dSource synchronized with the source database.

Below is a brief explanation of how these two different modes of operation work, illustrated with the relevant screenshots of the Data Management page of the Add dSource wizard.

Delphix Managed Backup Mode

When the checkbox for Delphix Managed Backups is selected, the Delphix Engine will initiate a COPY_ONLY full backup of the source database for the initial load of the dSource. Thereafter, the Delphix Engine will initiate COPY_ONLY full backups of the source database using the schedule specified by the selected SnapSync Policy. If you select the None policy, the Delphix Engine will not automatically initiate COPY_ONLY backups, but you can initiate them manually using the snapshot (camera) icon.

COPY_ONLY backup files are written to the Delphix storage that has been mounted on the staging server. Delphix does not require space on the source or staging servers to hold the backup files.

You must specify the SQL Server instance on a standalone Windows server (called the Staging Environment) to which the backups will be restored. It is also necessary to select the SnapSync Policy.

SQL Server Managed Backup Modes

Initial Load of the dSource

When the checkbox for Delphix Managed Backups is left unchecked (default), the Delphix Engine will rely on the source database to create backups that the Delphix Engine will use to keep the dSource in sync with the source database.

For the initial load of the dSource, you can choose one of the following:

  • have the Delphix Engine initiate a COPY_ONLY full backup
  • use the most-recent existing full or differential backup (default)
  • use a specific existing full or differential backup identified by its backup_set_uuid

Simple Recovery Model

If the source database is using simple recovery model, using a new full COPY_ONLY backup initiated by the Delphix Engine is not supported for the initial load of a dSource.

The Delphix Engine supports source database backups that SQL Server creates natively, as well as backups created by Quest/Netvault LiteSpeed, Red Gate SQL Backup Pro, and Veritas NetBackup. For more information, see the topic Supported OS, SQL Server, and Backup Software Versions for SQL Server.

Once you have decided how the dSource will be initially loaded, specify the SQL Server instance on a stand-alone Windows server (called the Staging environment) to which these backups will be restored. NetBackup backups are not on local storage and therefore the Backup Paths will just be ignored. See Linking a dSource from a NetBackup SQL Server Backup for more information.

The Backup Paths tell the Delphix Engine where to look for backups of the source database.

  • If Autodiscover is selected, the exact path used to take the backup from the source database will be determined by querying by the source database instance. If this option is used, the Source database should take backups to a UNC path (Windows file share) so that they are accessible to the Staging server.
  • If custom paths are specified, the Delphix Engine will query the source database instance, identify the filename of the source backup, and then recursively search the specified Backup Paths for this filename. These paths should also be UNC paths (Windows file share) which are accessible to the Staging server.

The path used to restore backups must be readable by the Windows server hosting the staging instance, using the staging environment's configured Environment User.  For more information, see Windows Users and Permissions on Database Servers.

Keeping the dSource Synchronized with the Source Database

Next, specify how the Delphix Engine will capture subsequent backups of the source database.

The selected Validated Sync mode determines how often the Delphix Engine will check for new backups, and which type of backups it will check for. You can always force synchronization with the source database by clicking the camera icon for the dSource on its Configuration tab.

Summary of Validated Sync Modes

This table summarizes each mode of Validated Sync, displaying how often the Delphix Engine will poll to check for new backup files when it creates snapshots for the dSource, and whether point-in-time restores for provisioning and refreshing virtual databases (VDBs) is possible or not.

Validated Sync ModePolling IntervalSnapshot for
each FULL
backup 
Snapshot for
each DIFF
backup 
Snapshot for
each TLOG
backup 
Allows
Point-in-time
Restores
Notes
Delphix Managed BackupsN/A(error)(error)(error)(error)

Takes COPY_ONLY full backups according to SnapSync schedule.
For more information on this option, see Delphix as a Backup Solution to SQL Server.

Transaction log backups
(LogSync DISABLED)
1-minute(error)(error)(tick)(error)

Log backups are not collected if:

  • There are gaps in the sequence of log backups (a break in the "log chain")
  • The available log backups do not include any changes since the last successful Delphix snapshot
Transaction log backups
(LogSync ENABLED)
1-minute(error)(error)(tick)(tick)Log files consume additional space on the Delphix Engine and are managed according to the defined retention policy for logs. For NetBackup backups Point-in-time restores are not supported.
Full or differential backups1-minute(tick)(tick)(error)(error)
Full backups1-minute(tick)(error)(error)(error)
NoneManual only(error)(error)(error)(error)
Only retrieves backups when you initiate a manual snapshot .

Timeflow cards

The Delphix Engine will create a TimeFlow card for each backup it restores to the staging server. For example:

  • A database in Full backups validated sync mode, and daily backup configured on the dSource, would receive one TimeFlow card per day
  • A database in Full or differential backups sync mode, with one daily backup and two differential backups per day, would receive three TimeFlow cards per day
  • A database in Transaction log backups sync mode, with a log backup every 15 minutes, would receive 96 TimeFlow cards per day

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