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Metalogix ControlPoint 8.2 - Quick Start Guide

Preface

This Quick Start Guide will take you through the basic steps required for installation and configuration of Metalogix ControlPoint, a Web-based application that offers a proactive, integrated solution for SharePoint administration, security, and governance.  Once you have completed all the steps in this guide, you will be able to evaluate the product with the use of our Metalogix ControlPoint Evaluation Guide.

NOTE:  This guide applies specifically to the installation of ControlPoint for SharePoint on premises farms.  If you are installing ControlPoint to manage SharePoint Online in an Office 365 tenant environment, refer to the Metalogix ControlPoint for Office 365 Installation Guide.

System Requirements

 

Server Requirements

The server requirements depend on your version of SharePoint, as described in the following table.

SharePoint Version

Requirements

SharePoint 2019

·Windows Server 2016 or 2019 with

§IIS activated

AND

§the Server Role IIS 6 Management Compatibility enabled.

Server Roles IIS Compatibility

·SharePoint 2019 web front-end.

·Microsoft SQL Server:  SQL Server 2016 RTM  

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.

SharePoint 2016

·Windows Server 2012 R2 (64-bit) or 2016 with IIS activated.

·SharePoint 2016 web front-end.

NOTE:  To run ControlPoint Activity analyses in a SharePoint 2016 Server environment, SharePoint Usage must be enabled.

·Microsoft SQL Server: SQL Server 2014 SP1 (64 bit) or 2016

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.

SharePoint 2013

·Windows Server 2008 or 2012 (64-bit), with IIS activated.

·SharePoint 2013 (Foundation or Server) web front-end.

NOTE:  To run ControlPoint Activity analyses in a SharePoint 2013 Server environment, SharePoint Usage must be enabled.

·Microsoft SQL Server: SQL Server 2008 (64-bit), 2012, or 2014

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.

SharePoint 2010

·Windows Server 2008 64-bit, with IIS activated.

·SharePoint 2010 (Foundation or Server) web front-end.

NOTE:  To run fully functional ControlPoint Activity analyses in a SharePoint 2010 Server environment, the Web Analytics service must be used by all Web applications in the farm.

·Microsoft SQL Server: SQL Server 2008 (64-bit) or 2012

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, Service Pack 1 or higher.

SharePoint 2007

·Windows Server 2008 (32- or 64-bit), with IIS configured.

NOTE:  If you have more than one Web front-end server in your farm, you should install ControlPoint on the machine on which you want the most resource-intensive ControlPoint processes to be run. If you are installing ControlPoint on Windows Server 2008 with UAC enabled you MUST run the installer using the "Run as administrator" option.

·SharePoint 2007 web front-end configured to use SQL or SQL Express, with:

§WSS 3.0 (at a minimum), and

§MOSS, which is optional for running ControlPoint, but required if you want to be able to run fully functional ControlPoint Activity analyses.

NOTE:  To run fully functional ControlPoint Activity analyses in a MOSS environment, usage reporting must be activated by enabling Usage Analysis from the Central Administration > Operations page AND by enabling Usage Analysis from the Shared Services Administration site.

·Microsoft SQL Server (or SQL Express) 2005 or 2008 (32- or 64-bit):

NOTES:  

§SQL Server 2000 may be used to host the content databases (including the Axceler content database), but 2005, 2008, or 2012 is required to host the ControlPoint Service database.

§The embedded version of SQL that is installed with a WSS Basic or Standard installation cannot be used because it cannot be accessed by ControlPoint.

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, Service Pack 1 or higher

Installation and Service Account Requirements

·The account used to install ControlPoint:

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

§must be a Farm Administrator, and

§should be added to the security server role sysadmin in:

§the SQL server(s) used for SharePoint content databases, and

§the SQL server used for the ControlPoint Services (xcAdmin) database.

·The account that will be used to run ControlPoint (that is the Service Account of the Web Application that hosts the ControlPoint Configuration Site) must be:

§a member of the local Administrator's group on all of the Web front-end machines in the farm.

§a Farm Administrator.

§a domain account if any database resides on a different server(s) from the server on which you will be installing ControlPoint.

IMPORTANT NOTES:  

·The account used to install ControlPoint and the ControlPoint Service Account must both be either local or domain accounts.  This is necessary to enable the installer to verify the existence of the execution account.  If the server on which you are installing ControlPoint is not your database server (that is, your databases reside on a different server), then the Service Account must be a domain account.

·In accordance with SharePoint Best Practices, the ControlPoint Service Account should not be the SharePoint Farm Account (that is, the account used to run Central Administration), as the performance of some ControlPoint operations may be negatively impacted.

·If you will be configuring ControlPoint Discovery and/or SCM Services, the Service Account must meet all of the requirements of the ControlPoint Service Account, as well as permission to Run as a Service.

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