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Metalogix Sensitive Content Manager 2.1 - Installation Guide

Steps to verify the distributed installation

1.Log in to the SCM Server (eg. SCMSVR)

2.Double-click the desktop shortcut to open the SCM Administration Center. You can also enter the URL directly in a browser. To get the URL for your own installation see Steps to get the URL for the SCM Administration Center.

3.In the Sign in dialog that opens, enter the credentials of the SCM Administrator.
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4.Click Sign In. The License Information page opens. The license details and software versions may not be the same as shown here.

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5.Click HEALTH. Verify that the Health page opens with all servers listed that host an instance of the SCM Windows service, and all services are listed with Status = Up.

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NOTE: It may take more than a minute for the status to refresh. Click Refresh to update the status.

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6.This completes the verification of the distributed SCM deployment.

License Management

The License Information page of the SCM Administration Center allows you to register your product and view your license details. When you download and install a trial version of SCM Server you get a free 30-day trial license. For more information about getting a trial version, see Steps to download the install media. If you would like to purchase a license, contact Quest to get your license key and follow the instructions presented here.

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NOTE: You must reactivate your license after an upgrade to ensure new license-linked features are synchronized with your license.

In this topic

·Steps to view the license information

·About the trial License

·Steps to activate your license online from the SCM Administration Center

·Steps to activate your license offline from the SCM Administration Center

·Steps to activate your license offline from the SCM Wizard


Steps to view the license information

1.From the navigation panel on the left, click License. The License Information page opens.

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2.If the license has expired, the License Information page will indicate the details of the expired license.

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3.Contact your Quest sales representative to renew your license.


About the trial License

·When you register and download a trial version of the SCM, the trial license key is specified in the email that is sent to you.

·When you activate the trial license, the License Information page opens.

·The Type field indicates Trial.

·It is valid for 30 days (date of license issue + 29 days) and you can try all the features that are available.

·The Analysis service and the File Upload service will stop functioning after 30 days.


Steps to activate your license from the SCM Administration Center

1.Log in in to the SCM Administration Center and click License from the navigation panel. The License Information page opens.

2.Enter you license key in the License Key field.

3.Click Next. The Activate using provided license key step is activated.

4.Click Activate Online. If the License Key is valid, the confirmation message appears and the Status changes to Licensed.

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5.Click Finish. Refresh the page to update the license status and access the licensed features.


Steps to activate your license offline from the SCM Administration Center

This option lets you access the Quest offline activation web site at a later time when you have a working internet connection.

1.Log in in to the SCM Administration Center and click License from the navigation panel. The License Information page opens.

2.Expand the Offline Activation section.

3.Step 1: Enter your license key

a.In the License Key field, enter your license key and click Next.

4.Step 2: Get Activation Data

a.Click Get Activation Data.

b.When the data is available, the next step is activated.

5.Step 3: Copy/Save activation data

a.Select from the two options described below:

Option 1: Click Save Activation Data to Clipboard. The activation data is saved to memory. Use this option if you plan to follow through with the subsequent steps immediately.

Option 2: Click Save Activation Data to File. The Windows File dialog opens. Use this option if you plan to activate the license later. Specify a file name for the activation data file and click Save to save the file to a location of your choice.

6.Step 4: Submit Activation Data

a.Using your alternate internet connection navigate to https://support.quest.com/offline-activation.

b.In the previous step, if you opted to click Save Activation Data to Clipboard, place your cursor in the Activation text field and click Ctrl-V to paste the activation data.

c.In the previous step, if you opted to click Save Activation Data to File, click Choose File and locate the saved activation data file.

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d.Click Activate. The License Activation Key dialog opens.

e.Copy the encrypted activation key to memory by selecting the activation key and using Ctrl-C

or

Click Download File which will download the LicenseActivationResponse.dat file to your computer. If you downloaded the file to a location that is on another computer, make sure you copy the file to the computer where you are installing the SCM software.

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f.Return to the License Information page in the SCM Administration Center.

7.Step 5: Apply Activation Response

a.Click Ctrl + V to paste the activation response if you copied the activation response to clipboard.

or

b.Click Choose File. The Windows file dialog opens.

c.Locate the activation key file that you saved if you followed step 6b and click Open. The file name opens next to the Choose File button.

d.Click Complete Activation to complete the activation process.

8.Step 6: Activation Complete

a.Click Finished to acknowledge the license activation.

b.Log out and log in again to access all the licensed features.


Steps to activate your license offline from the SCM Wizard

This option lets you use an alternate internet connection to access the required activation data from the Quest offline activation web site.

1.Select Activate Offline.

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2.Click Next. The Product Licensing window for offline activation opens.

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3.Step 1: Copy/Save activation data

a.Select from the two options described below:

Option 1: Click Copy To Clipboard. The activation data is saved to memory. Use this option if you plan to follow through with the subsequent steps immediately.

Option 2: Click Save To Data File... The Windows File dialog opens. Use this option if you plan to activate the license later.

b.Specify a file name for the activation data file.

c.Click Save to save the file to a location of your choice.

4.Step 2: Submit activation data

a.Using your alternate internet connection navigate to https://support.quest.com/offline-activation.

b.If you opted to click Copy to Clipboard, place your cursor in the Activation text field and click Ctrl-V to paste the activation data.

c.If you opted to click Save to Data File, click Choose File and locate the saved activation data file.

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d.Click Activate. The License Activation Key dialog opens.

e.Copy the encrypted activation key to memory by selecting the activation key and using Ctrl-C

or

Click Download File which will download the LicenseActivationResponse.dat file to your computer. If you downloaded the file to a location that is on another computer, make sure you copy the file to the computer where you are installing the SCM software.

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f.Click OK. The Product Licensing window for offline activation reopens.

5.Step 3: Paste Activation Response

a.Paste the copied activation key in the activation response text field or click Choose File to locate and select the LicenseActivationResponse.dat file.

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6.Step 4: Activate the license

a.Click Activate Offline. If the license activation is successful, a confirmation message opens.

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b. Click OK. The status License not activated on the Product Licensing window will changes to License activated. The license details may not be the same as shown here.

Maintenance

Maintaining your deployment ensures compatibility with integrated applications like Metalogix ControlPoint and business continuity.

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IMPORTANT: This release of SCM is not compatible with versions prior to 2.0. You must uninstall all SCM components and any distributed SCM Windows services before you install this version of SCM. See Steps to manually uninstall all SCM components for more information.

In this topic:

·Upgrading SCM components

·Repairing SCM components

·Removing SCM components

 

Upgrading SCM components

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NOTE: You must re-activate your license after an upgrade to ensure new license-linked features are synchronized with your license.

In this topic:

·Upgrading SCM components

·Verifying your upgrade


Steps to upgrade the SCM components

1.Log in to the SCM Server computer.

2.Download and unzip the install media files to a suitable folder.

3.Click the windows installer file SCM.exe. If the User Account Control window opens, click Yes and a confirmation dialog opens.

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4.Click Yes to proceed. The Welcome to SCM Setup Wizard opens.

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5.Click Next. The License Agreement window opens.

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6.Should you wish to proceed, click the check box I accept the terms in the license agreement to activate the Next button. Click Print if you wish to print the License Agreement.

7.Click Next. The Service Account Credentials window opens.

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8.Choose the Local System Account or This account based on the account that is used to run the SCM Windows service. If you choose This account enter the credentials of the domain user that runs the service.

9.Click Next. The SQL Server Information window opens. Verify the information in the window.

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10.Click Next. The Ready To Install window opens.

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11.Click Next. The Service Bus Connection Information window opens. verify the information shown in the RabbitMQ® connection string field.

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12.Click Next. The Ready to Install window opens.

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13.Click Install. If the installation is successful, the SCM Setup Wizard Completed window opens.

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14.Select the Show the Windows Installer log if you wish to inspect the log file. Click Finish to exit the wizard.

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NOTE: You must upgrade all other servers in the cluster that are used to host dedicated services to ensure all component versions in a distributed deployment are the same. Working with mismatched component versions is not recommended.


Verifying your upgrade

1.Log in to the SCM Sever as an SCM Administrator.

2.Open a browser such as Chrome, on the SCM Server.

3.Enter the Admin URL. For example, enter https://scmsvr.mydomain.com:44300

4.In the Sign in dialog that opens, enter the credentials of the SCM Administrator.
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5.Click Sign In.

6.The Sign in dialog reopens. Enter the credentials of the SCM Administrator.

7.Click Sign In. The License Information page opens. Verify that the software version at the bottom of the navigation pane matches the upgrade version.

8.Click HEALTH. Verify that the Health page opens with all servers listed that host an instance of the SCM Windows service and all services listed with Status = Up, and service version numbers on dedicated servers match the respective service version numbers on the SCM Server.

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9.This completes the upgrade verification of the SCM Server in a distributed deployment.

 

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