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Metalogix ControlPoint 8.5 - Quick Start Guide

Configuring the ControlPoint Application and Deploying SharePoint Solutions

After ControlPoint file are installed the application must be configured.  

Summary of ControlPoint Configuration Process

The ControlPoint Configuration Wizard carries out the following tasks:

A.Validates License:  Checks the validity of the license key you enter as well as the terms of the license.

B.Creates ControlPoint Service database: Creates the ControlPoint Service database (xcAdmin) on the selected database server.  This database is where administrative information and cached data used for analysis and reporting is collected.  (Note that in a multi-farm installation, this database is shared among farms.)

C.Creates ControlPoint Web application (if applicable):  If you choose to have the installer create a new Web application to host the ControlPoint Configuration site collection, installs the ControlPoint Web application within SharePoint, which includes the creation of a content database for the Web application.

D.Creates ControlPoint Site Collection:  Creates the ControlPoint Configuration Site Collection within the ControlPoint Web application or an existing Web application (depending on the option you choose), and assigns an initial Site Collection Administrator.

NOTE:  If you change the host name, the Configuration Wizard will also create the bindings in IIS, create alternate access mappings in Central Administration, and update the ControlPoint Setting 'Inbound ControlPoint Url' to use the host header.

E.Deploys ControlPoint WSPs to your SharePoint farm:  Installs the ControlPoint application features, which includes:

§installation of ControlPoint menus and the ControlPoint Settings list into the ControlPoint Configuration Site, and

§creation of the IIS Virtual Directory on the Web front-end server.

NOTE:  As is the case with other SharePoint Solution deployments, upon completion all running application pools will be recycled.

F. Activates License: Activates your ControlPoint license.

To configure the ControlPoint application:

1Use the information in the following table to determine the appropriate action to take.

If ...

Then ...

you are starting directly from the ControlPoint installer (that is, after performing the install you chose to Launch ControlPoint Configuration

go to the next step.

after installing ControlPoint you chose to configure at a later time (that is, after performing the install you chose not to Launch ControlPoint Configuration.

double-click the ControlPoint Configuration desktop icon.

The installer checks your environment for the presence of installed components.

NOTE:  For a first time installation, once the compononents check is complete only the Fetching ControlPoint Configuration Data box should be checked (Installer Checkmark).  All other options will appear with a right-facing arrow.  (Installer Arrow)

Installer Checking for Components

2Click [Continue].

3Enter the license key provided by Quest.

Installer License Validation

4Use the information in the following to determine the appropriate License Validation option to select.

NOTE:  Most systems can use the Online activation method as long as the system has internet access. If you are unable to use the online activation method due to security settings or lack of internet access, the Offline activation option can be used. This option will still require some internet access, but allows for the authentication to be done from another machine that is not as restricted by security or has a connection to the internet.

If you want to validate the license...

Then ...

online

accept the default option (Activate Online).

offline

a)Select Activate Offline.

Installer License Validation OFFLINE

The Offline Activation window displays.  You can either Copy Activation Data To Clipboard or use the Save Activation Data To File option to save the key into a text file (in case it needs to be copied to another machine).

b)From a machine that has internet access, go to https://support.quest.com/offline-activation.

c)Follow the instructions on the Offline Activation web page to activate your license, using the Upload activation data option.

NOTE:  Remember to save the Activation File to a location that is accessible by the machine on which you are installing ControlPoint.

d)Return to the ControlPoint Installer License Validation dialog.

e)Use the Step 3:  Browser Activation Response File option to select the file returned by Quest.

5Click [Validate].

If the license is validated successfully a License Validation pop-up displays the terms and current status of the license.

6Dismiss the pop-up and click [Next].

The System Prerequisite check begins. Any item that  fails the check is identified by a red X.

Installer System Check FAIL

NOTE:  If you fix the problem immediately, you can then Rerun the System Check.  If you choose to Quit and fix the problem at a later time,  the next time you launch the ControlPoint Configuration Wizard, it will start from the beginning.

7When all system prerequisites checks have completed successfully, click [Next] to display the Create the ControlPoint Service (xcAdmin) Database dialog.

8Specify the Database Server where you want to place the ControlPoint Service (xcAdmin) database:

§enter the server name

OR

§click [Browse] to choose a different database server

If you are installing on an additional farm in a multi-farm installation, make sure you specify the server on which the xcAdmin database has been created for the first farm. (If the database you specified has already been created, you will be asked whether you want to use it.)

Installer xcAdmin DATABASE CREATION

NOTE:  If you are using SQL Express for development or evaluation purposes, the Database Server instance name is typically entered as <server_machine_name>\SQLExpress.

9Specify the authentication method you want to use.  (If you select SQL Server authentication, you will be prompted to enter the Account and Password.)

10If you want to view, update, and/or test the xcAdmin database connection string:

a)Click the (Advanced) Edit Connection String Directly box.

NOTE:  If you are choosing to reuse an existing xcAdmin database, you will be unable to update the connection string and the field will be disabled.  If you need to update the connection string after completing the installation, do so via the ControlPoint Setting SQL Server Connection String for xcAdmin Database.  Refer to the ControlPoint Administration Guide for details.

Installer xcAdmin CONNECTION STRING

IMPORTANT:  Update the connection string only if your SQL connection requires the addition of one or more custom keywords.  For example, if you are using authentication with encryption and a self-signed server certificate, you would need to add Encrypt=yes;TrustServerCertificate to the string.  Refer to the Microsoft article Using Connection String Keywords with SQL Server Native Client for more information.

b)Click [Test Connection].

Note that, if the connection is not successful, the parameter that caused it to fail will be identified.

11Click [Create].

12After the installer has created the new database, click [Next].

13Use the information in the following table to determine the appropriate action to take to Choose where the ControlPoint Configuration Site will be hosted.

Installer CHOOSE WAP

NOTE:  It is recommended that you always Create a new Web Application, unless special circumstances apply.  

If you want to ...

Then ...

create a new Web application to host the ControlPoint Configuration Site Collection

 

a)Select Create a new Web Application.

b)For Host Name, if different from the default (the machine name), enter the host header (alias) that will be used.

NOTE:  If a host header is entered, the installer will create both the alternate access mappings in Central Administration and bindings in IIS.

c)For Port, either

§accept the default value (1818)

OR

§enter a different, unused Port number.  (It is strongly recommended that you not install ControlPoint on Port 80, as you will encounter complications during setup.  If you are using host headers and want to redirect ControlPoint to a port that is currently in use (including Port 80), you can do so after completing the installation.

d)If different than the default (the currently logged in account), specify the Service Account under which you want the ControlPoint Web application to run.

REMINDER: If your databases reside on a different server, then the Service Account must be a domain account.

e)For Content Database Name, either

§accept the default value (WSS_CONTENT_CONTROLPOINT)

OR

§enter a different content database name  

f)Specify a ControlPoint Configuration Site Collection Administrator account and Service Account, and enter the Service Account Password.

g)If the server is configured for SSL and you want it  to be used to access ControlPoint,  for Use SSL? select Yes, then select a Trusted Certificate.

Configure WAP NEW

create the ControlPoint Configuration Site Collection in an existing Web application

a)Select Choose an existing Web Application.

b)Select an existing Web application from the list, then click [Proceed].

Configure WAP Existing

The Configure Web Application dialog is populated with the configuration settings for the selected server.  (Note that ControlPoint uses the selected Web application's Application Pool identity acount as the Service Account).

c)Specify a ControlPoint Configuration Site Collection Administrator account.

d)If the server is configured for SSL and you want it  to be used to access ControlPoint,  for Use SSL? select Yes, then select a Trusted Certificate.

Configure WAP New Completed

14Click [Next].

15Click [Start Deployment].

Installer DEPLOY CONTROLPOINT

16When the deployment has completed, click [Finish].

The Configure Services dialog displays, asking if you want to configure services.

18Click [No], as It is not necessary to configure services for evaluation purposes.  (Details for configuring ControlPoint Services can be found in the Metalogix ControlPoint Advanced Installation Guide.

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