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Metalogix StoragePoint 5.8 - Advanced Installation Guide

Planning the Metalogix StoragePoint Implementation

Preparation

Metalogix StoragePoint is installed as a SharePoint solution on a single SharePoint web front-end (WFE), making for simple installation and deployment to the SharePoint farm. This section will outline the necessary software and security prerequisites needed to install Metalogix StoragePoint.

Before configuring Metalogix StoragePoint there are few things to consider and understand. This section will touch on each of these and provide some guidance and best practices.

Minimum Server Software Requirements

SharePoint (pick one)

SharePoint Server 2016

Operating System

Windows Server 2012 R2 or Windows Server 2016

SharePoint Server

SharePoint Server 2016

Other Server Software

SQL Server 2014 SP1, 64 bit Enterprise Edition, SQL Server 2016 RTM Enterprise Edition or SQL Server 2017

SharePoint Server 2013 and SharePoint Foundation 2013

Operating System

Windows 2008 R2 Server or Windows 2012 Server

SharePoint Server

SharePoint Server 2013 or SharePoint Foundation 2013

Other Server Software

SQL Server 2008 R2 SP1 Enterprise Edition,  SQL Server 2012 Enterprise Edition, or SQL Server 2014 Enterprise Edition

SharePoint Foundation 2010 and SharePoint Server 2010

Operating System

Windows 2008 Server, Windows 2008 R2 Server or Windows 2012 Server

SharePoint Server

SharePoint Foundation Server 2010, Microsoft SharePoint Server 2010

Other Server Software

SQL Server 2005 64 bit, 2008, 2008 R2 or 2012

Use of RBS requires SQL Server 2008, 2008 R2, 2012, or 2014 Enterprise Editions

NOTE: For Microsoft SharePoint Server 2010 (MSS), Service Pack 1 or the EBS hotfix must be applied.

Server Hardware Requirements

Metalogix StoragePoint does not have any hardware requirements beyond what is prescribed by Microsoft SharePoint. For reference, those can be reviewed here:
2016 - https://technet.microsoft.com/en-us/library/cc262485(v=office.16).aspx

2013 - https://technet.microsoft.com/en-us/library/Cc262485.aspx

2010 - https://technet.microsoft.com/en-us/library/Cc288751(v=Office.14).aspx

Security Requirements

The User Account used to perform the install must be a SharePoint Farm Administrator.

Also review FileShare and Content Database Rights when a profile is created.

Screen Resolution Requirements

Metalogix StoragePoint requires a minimum screen resolution of 1024 x 768 for optimizing the user interface on the StoragePoint pages that are linked from the main menu on Application Administration in Central Administration.

Internet Browser Requirements

Microsoft Internet Explorer is the recommended browser for use with StoragePoint interface. Other browsers may work, but are not verified as supported for all functions.

Temporary Storage Requirements

The amount of temporary storage needed to support the timer jobs depends on the number of threads being used for the timer job. It is recommended that 10GB per thread, for each timer job running concurrently, be available on the server running the timer job. Most timer jobs can use a Master/Worker configuration to spread this over multiple servers. The temporary storage location can be configured on General Settings or during installation to use something other than the default (%appdata/local/temp).

NOTE: Please see the known issue regarding Distributed File System usage with StoragePoint, in the Known Issues document. This document can be found in the Metalogix folder under Programs.

Advanced Installation

 

Install or Upgrade Metalogix StoragePoint

Install or Upgrade Metalogix StoragePoint

This section will walk through the process of installing Metalogix StoragePoint for the first time in the SharePoint farm or upgrading an existing installation.

NOTE: An upgrade is irreversible. Before proceeding with any install, make sure proper preparation has been completed. As an added precaution it is advisable to back-up the Metalogix StoragePoint configuration database prior to performing any upgrade.

 

NOTE:  To install bits on an app server outside of the farm, please see Advanced Options, Install AppServer.

1.Refer to the welcome e-mail with instructions on how to download the Metalogix StoragePoint software. This e-mail will be sent after registering for a trial or making a software purchase. Follow the instructions and download the software to one of the SharePoint WFEs or download it to another location and copy it to one of the WFEs.

2.Once downloaded or copied to a WFE within the farm or single-server environment, simply double-click the executable to launch the Metalogix StoragePoint Install Wizard.

NOTE:  For Windows 2008 or Windows 2008 R2, right click on the executable and click Run as Administrator.

3.Click Install StoragePoint. The Evaluation Guide or this Quick Start Guide can also be loaded. Please note that both of these documents are PDFs, so please have Adobe Acrobat Reader or some other PDF viewer installed.
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If SharePoint has been upgraded, and software for a previous version is being installed, a message similar to the one below will be displayed. Contact Metalogix to get the correct version.
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4.A welcome screen is displayed. Click Next.
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5.(Install only) Select the I Accept radio button, and click Next.
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6.Enter the destination for installing the Metalogix StoragePoint. Click Browse to select something other than the default location. Click Install.
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7.After the files are placed in the drive, make sure the Run StoragePoint Configuration Wizard checkbox is selected. Click Finish.
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This message may display briefly to indicate that StoragePoint is looking for other installed software that may not be compatible with StoragePoint externalization.
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8.The StoragePoint Configuration Wizard will launch. Click Next.
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9.The installer will now perform a series of system checks to make sure the system is ready for Metalogix StoragePoint to be installed. If all system checks pass then click Next.
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NOTE: If a system check fails it will be denoted with a red X and the install will not be able to continue until the issue(s) are resolved. The installer will also check whether the most recent supported SharePoint CU is installed.

NOTE: Unless a server is running only in a web server role, it will be detected as an app server. The bits will most likely deploy successfully, but use the AppServer Install if needed. If unsure, run the following PowerShell script to see the servers in the farm: Get-SPServer | Select Name, Role

10.UPGRADE ONLY:  Choose Upgrade and Click Next.
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11.Enter the license key.

NOTE:  There may be more than one registration key depending on what licenses are installed. Please make sure to use the correct key. There are different keys for production and non-production licenses.

NOTE: If a Trial license key is being activated, all Metalogix StoragePoint features except deleting storage profiles and the Recall timer job will stop working at the end of the trial period.

Verify the number of WFE servers in the farm. This can be less than the number requested with the license. An explanation in the Reason for Override field must be entered if the Override box is checked.

Provide the credentials for an account that has local administrator rights on the WFE(s). The activation and provisioning job that runs requires this access to register certain components on each WFE.
activate license

StoragePoint Proxy Settings

Use the optional StoragePoint Proxy Settings dialog to configure proxy settings for connecting to the license server. This setting can be edited on General Settings after the installation is complete.
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12.Select the Activate Online option and click Next (go to Step 19) or if the server does not have an Internet connection, click Activate Offline and go to the next step.

13.(OPTIONAL)  If the Active Offline option was selected, there will be a screen with Activation Data generated. The data is already selected; copy the data.

14.Click the link or open a browser on a computer with access to the internet and navigate to https://support.quest.com/offline-activation

15.Paste the Activation Data in the top field and click Activate.

16.There will be an error if an invalid registration key is entered. If all values entered are valid there will be a file download dialog. Save the file to a location that is accessible by the server where the license activation is being performed.

17.Back on the Offline Activation window, upload the license key file by clicking on the Browse… button.

a.Navigate to the location where the file was saved.

b.Select the file and click Open.
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See Automatic (Internet) Activation or Manual Activation in the Administration Guide for more information on this process.

18.Click Next on the Offline Activation window.

19.Provide the name of the database server where the Metalogix StoragePoint configuration database will be installed. The database name and SA credentials can be modified if the currently logged on user does not have database and object create privileges on the specified SQL Server instance.

NOTE: If SQL AlwaysON is being used, On Database Creation Login Credentials dialog, enter the name of the Listener in the Database Server field.

Click Test Connection to make sure the supplied values are valid.

Click Next.
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20.Provide the credentials that will be used to access the Metalogix StoragePoint configuration database. We recommend using the default setting, which will access the database via the app pool account(s) that the SharePoint web application(s) run under.

Click Test Connection to test the connection based on selected authentication method.

Click Next.
access credentials

Advanced Settings

Edit Connection String Directly

Use the optional text filed to manually edit the SQL database connection string.
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Temp Folder Settings

Use the optional Temp Folder Settings to allocate a location and size limit for temporary storage of StoragePoint files. This setting can be edited on General Settings.
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NOTE:  There will be an error similar to this if an invalid server/instance name or authentication credentials are entered. Click Previous to go back and repair the error.

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The solution file will now be installed on the local server and deployed to the all servers in the farm.
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This page will periodically refresh to update the provisioning status. This process can take upwards of 5 minutes depending on the size of the farm.

NOTE:  If the deployment process fails for any reason the error will be presented in the following dialog.

Click Next.
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21.After the install, restart IIS and the SharePoint timer service. Click OK.
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Copy to Clipboard will copy these instructions and make them available for pasting into a text editor for later reference or to create a script.
Run Now will immediately perform the iisreset and stop and start the timer services on all servers in the farm where StoragePoint was deployed.

22.Upon completion of the deployment process the progress status will change to All operations successfully completed. Click Next.
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23.The installation process is complete. Click Close.
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A browser window will be opened and to the Metalogix StoragePoint License Management page in SharePoint Central Administration.

NOTE:  While Metalogix StoragePoint is now deployed to the farm, BLOBs will not be externalized until the software is configured. See the Setting Up Metalogix StoragePoint section in the Reference Guide.

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