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Metalogix ControlPoint 8.1 - for Office 365 Installation Guide


This guide contains instructions for installing and configuring Metalogix ControlPoint for Office365 SharePoint Administration (alternatively called ControlPoint Online).  ControlPoint Online is a Web-based application that offers a proactive, integrated solution for managing site collections within a hosted SharePoint environment.



System Requirements

On-Premises Server Requirements

·Windows Server 2008 or 2008 R2, 2012 Service Pack 3, 64-bit, or Windows Server 2016, with the IIS role configured.

NOTE:  The server can be either dedicated to ControlPoint Online or shared with other functions.

·Microsoft SQL Server: SQL Server 2014 SP1 (64 bit), or 2016 (to host the ControlPoint Services (xcAdmin) database.

NOTE:  ControlPoint can use the same SQL Server instance as SharePoint, but it can also use a separate instance or separate server.

·.NET framework version 3.5 (for use by the installer) in addition to the .NET version required for SharePoint, and ASP.NET 4.0 or later.

·PowerShell version 3.0 or later.

NOTE:  For Windows Server 2008 and 2008 R2, it may be necessary to install Windows Management Framework 3.0 to run Windows PowerShell 3.0

Account Requirements

·The account used to install ControlPoint Online must be:

§a member of the local Administrator's group on the machine where ControlPoint Online is installed

§added to the security server role sysadmin in the SQL server that will be hosting the ControlPoint Services database

§The account used to create the ControlPoint Configuration Site must be a Site Collection Administrator for the Site Collection where the site will be created.

·The account that will be used to run ControlPoint (that is the ControlPoint Service Account) must:

§be a member of the local Administrator's group on the machine where ControlPoint Online is installed

§have a valid login for the SQL server that will be hosting the ControlPoint Services (xcAdmin)database. (sysadim rights are not required for this account)

§be a Site Collection Administrator for each site collection to be managed using ControlPoint.

NOTE:  If ControlPoint will be using Discovery and/or Sensitive Manager Services, the account must meet all of the requirements listed above and have permissions to Run as a Service.

ControlPoint User Requirements

ControlPoint users must:

·be members of the Site Collection Administrators group in site collection that will host the ControlPoint Configuration site as well as in every Site Collection they will be managing using ControlPoint Online.

·use a compatible Web browser:

§Microsoft Internet Explorer (IE) version 10 or later

EXCEPTION:  When using Internet Explorer build 11.0.9600.18617, report results do not fill the entire results section.

§Microsoft Edge

§Mozilla Firefox version 3 or later

§Google Chrome (latest public release)

Note that some browsers may have limitations.

Supported Authentication Methods

Authentication to hosted site collections can be based on either of the following methods:

·Separate accounts that are managed within the hosted environment

When this method is used, credentials are passed to and must be verified in the hosted environment in order for ControlPoint to be accessed.


·Using Active Directory Federated Services (ADFS)

When this method is used, ControlPoint will authenticate with the local ADFS and use that identity to communicate with the hosted environment.


·Active Directory accounts in the client environment

This method assumes that these accounts are valid in the hosted environment.  

IIS Configuration Requirements if SharePoint is not Installed

If SharePoint is not installed on the same server as ControlPoint Online, IIS must be configured to allow the ControlPoint Online Configuration Stie to run on the server.  See Appendix: Configuring IIS if SharePoint is not Installed for details.


First Time Installation and Configuration

Metalogix ControlPoint for Office 365 SharePoint Administration (ControlPoint Online) is installed and runs as a .NET application. During installation:

·a dedicated application pool is created in IIS for the primary ControlPoint Configuration site, which is installed under the root site of a hosted site collection


· the ControlPoint Service database (xcAdmin) is created for configuration information and analysis data

Before You Begin

·The site collection that will host the ControlPoint Configuration Site must exist on the host and be in the English language.

·The machine on which you are installing ControlPoint must meet System Requirements.

·Make sure the machine on which you are installing ControlPoint has access to the Internet if you want to be able to activate your ControlPoint license online.

Have the following information ready (you may wish to record it in the spaces provided):

§The URL for the site collection that will host the primary ControlPoint Configuration Site* and the URL of the SharePoint Administration site hosting the site collection.

ControlPoint Configuration Site Collection URL: ______________________________________

SharePoint Administration Site URL:        _____________________________________________

*REMINDER: The ControlPoint Configuration Site must be created in an English-language site collection.

§The name and port number that you want IIS to use to manage the ControlPoint Configuration Site (The default port number is 2828, but you can set it to any available value.)

Web Site Name:______________________________

Port Number:         _____________________________

§The account under which you want the application pool for the ControlPoint Configuration Site to run (This is normally a domain account, but if you are running an evaluation version of the product—and the database is on the same machine as ControlPoint—you may use a local account.)

App Pool Service Account: ____________________________________

Password:                ____________________________________

§The email credentials that you want to use as the "from" account for correspondence sent on behalf of ControlPoint.

Local SMTP Server:                ___________________________________                

Email address:                        ___________________________________

§The name of the SQL server that will host the ControlPoint Service (xcAdmin) database, as well as the authentication method to be used:

(This is where the content database for the ControlPoint application will reside.)

Database Server Name:  __________________________

Windows Authentication


SQL Server ID ___________________________ Password _______________________

§The ControlPoint Online license activation code: ________________________________

§The Site Collection Administrator account that will be used to create the ControlPoint Configuration Site.

Site Collection Administrator Account:        _____________________________________

Password:                                _____________________________________

NOTE:  If you do not already have a license activation code, contact Quest to obtain one.

First Time Installation and Configuration Process

The ControlPoint Online first time installation and configuration process consists of the following stages:

A.Installing the ControlPoint Online Files.

B.Configuring the ControlPoint Online Application.

C.Optionally, configuring ControlPoint Services.

D.Creating the ControlPoint Online Configuration Site.


Installing ControlPoint Online Files

It is recommended that you temporarily disable virus checkers on all Web front end servers in the farm as they can slow the solution deployment enough to trigger timeout errors.

To install ControlPoint Files:

REMINDER:  If UAC enabled on your server, you may have to "Run as Administrator."

1Unzip the downloaded zip file then launch the installer (Metalogix ControlPoint Installer.exe).

NOTE: Make sure you keep the entire downloaded folder intact as there are files that are required by the installer.

A splash screen displays, followed by the ControlPoint Installer Welcome screen.

2Click Install ControlPoint.


The License Agreement dialog displays.

3Read the license agreement. Click I accept the terms of the license agreement, then click [Next].

4Select Install ControlPoint Online.

Install CP Online

NOTE:  If SharePoint is not installed on the server, this will be the only selectable option.  

5 When the Metalogix ControlPoint InstallShield Welcome dialog displays, click [Next].

The InstallShield Wizard specifies a default install directory (C:\Program Files\Metalogix\ControlPoint Online), but you can click [BROWSE] and select a different one.  

Installer O365 Destination Folder

NOTE:  This directory is where the installer will place the files needed to complete the installation.  

6Click [Install].

The Configuration Wizard installs the ControlPoint files to the specified Destination Folder.  When completed, a pop-up displays asking whether you want to configure ControlPoint.

Installer Launch Configuration

NOTE:  If you want to configure the ControlPoint Online application at a later time, click [No].  You can launch the ControlPoint Online Configuration Wizard from the Start menu or a Desktop shortcut.

7Click [Finish].

Continue with Configuring the ControlPoint Online Application.



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