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Metalogix StoragePoint 5.9.1 - Quick Start Guide

Planning the Metalogix StoragePoint Implementation


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.

Minimum Server Software Requirements

SharePoint (pick one)

SharePoint Server 2019

Operating System

Windows Server 2016 Standard or Data Center

SharePoint Server

SharePoint Server 2019

Other Server Software

Microsoft SQL Server 2016 RTM Standard or Enterprise Editions, Microsoft SQL Server 2017 RTM Standard or Enterprise Editions for Windows

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:

2019 -

2016 -

2013 -

2010 -

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).

SharePoint 2019 Modern UI considerations

SharePoint 2019 introduced a new look and feel for the user interface. StoragePoint links will work on this new user interface, but some additional configuration is necessary.

A Site Collection Feature will be deployed to SharePoint 2019 farms as of the 5.9.1 release. This feature should be enabled on the site collection for full StoragePoint user interface functionality.

Before activating the Site Collection Feature, an App Catalog must be configured for the web application, as well as an App Management service application.

Please reference the following articles for provisioning these resources.

There are some PowerShell script examples in the PowerShell and API Guide for provisioning these resources.

When these steps are done, open the Site Collection Features (Gear Icon>Site Info>View All Site Settings), scroll to StoragePoint Custom Actions and SPFx Extension for SharePoint 2019 and click Activate.

Quick Start Guide


The Quick Start Guide is designed to get Metalogix StoragePoint installed and configured on the SharePoint farm, so that evaluation can begin as quickly as possible.

Setting up Metalogix StoragePoint

Metalogix StoragePoint is entirely managed within SharePoint Central Administration on the Application Management page. Once there, the state of the EBS Provider can be changed, the farm-wide storage profile defaults can be configured, and storage profile(s) can be managed.

The general high-level steps to follow when setting up Metalogix StoragePoint to run within the SharePoint farm are as follows:

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