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Metalogix StoragePoint 5.9.2 - Evaluation Guide

Bulk Externalize Existing BLOBs

This scenario demonstrates how to configure the BLOB Externalization job, which will externalize existing BLOBs previously stored within the SharePoint Content Database, prior to installation and configuration of StoragePoint. Externalizing existing BLOBs from the SharePoint Content Database will allow you to shrink your SQL database and reclaim storage previously occupied by large content databases.

To run through this scenario you must have a site that contained docs before a StoragePoint profile was configured.


1.Check StoragePoint Item Details for your existing Documents. The item’s location should be Content Database.

2.Open Central Administration and navigate to Application Management and then Storage Profiles, found under the Metalogix StoragePoint heading.

3.Click Jobs for the profile for which you wish to externalize BLOBs.

4.On the Job Configuration page, scroll down to the StoragePoint BLOB Externalization section and from the “on Server” dropdown list, select the web front end server on which you wish to run the job.

5.Click the “Show” link next to “Advanced Job Settings” in order to set up notifications. Enter the number of processing threads to use during job execution. It will default to one thread per processor core if no value is supplied.

6.Click the Analyze and Estimate button to display an estimate of the space savings that will result from running the externalize job.

7.Click the Externalize Content Now button in order to run the job immediately. Once you click this, you will see a time stamp for your externalization job, and a link to open the Job Status page if you want to watch the job complete.


Check StoragePoint details for pre-existing documents, the item’s location will now be “Externalized (RBS).”


In this scenario you:

üSuccessfully ran the timer job to externalize BLOBs for the documents that existed on your web application prior to the installation and configuration of StoragePoint.

Large File Support

This scenario demonstrates StoragePoint’s capability to upload and store files larger than the maximum upload size limit set for the web application, using Large File Support. In order to complete this scenario, you must have a file that is larger than the web application’s upload size limit, to upload to your document library.

If Large File Support is enabled, the Unused BLOB Cleanup job scans all content for orphaned BLOBs. If a Site Collection has recently been deleted, SharePoint doesn’t delete it until the Gradual Site Delete timer job has been run. The Unused BLOB Cleanup job may return errors until the deleted site collection is removed by SharePoint. It is recommended that you run the Gradual Site Delete timer job manually, after deleting a Site Collection.

1.Navigate to SharePoint Central Administration.

2.Navigate to Application Management and then to General Settings found under Metalogix StoragePoint.

3.Scroll down on the General Settings page. “Large File Support” is located closer to the end of the page. Select Yes from the drop down list.

4.Click Save to save your setting changes.

5.Navigate to a SharePoint Document Library where you have access to upload files.

6.A user who has access to upload files in a Document Library will see an option to upload large files with a different type of interface. This tool is only available in the SharePoint Document Libraries.

7.On SharePoint 2010, from the Documents tab, in the Upload Document dropdown, click Upload Large Documents.
On SharePoint 2013, in the Files tab, click Upload Large Documents.


8.A new window opens. Drag files from the Windows Explorer onto this page and click OK.

Your file will now be uploaded.


1.In the document library, you will see an entry in the library; an aspx file linking to the large file. clip0013

2.Click the name of the file and you will then be prompted to open the document or save it.

3.Select Open or Save to verify that the large document is the one you uploaded.


In this scenario you:

üEnabled uploading for large documents.

üUploaded a large document to ensure that the feature does in fact upload the document.

BLOB Migration

This scenario demonstrates the configuration and execution of a BLOB Migration job. The BLOB Migration job moves the BLOBs from one or more Source Endpoints associated with the storage profile to a single Destination Endpoint. Even though all storage endpoints are available, only BLOBs associated with the storage profile will be migrated.

This scenario requires that you have another storage endpoint set up to use as a destination for migration.

1.Navigate to Central Administration, Application Management.

2.Navigate to Storage Profiles under the Metalogix StoragePoint section.

3.Click Jobs for the profile for which you wish to configure BLOB migration.

4.Note the Timer Job Scope (at the top of the page) of the Storage Profile selected.

5.“StoragePoint BLOB Migrate” is located approximately half way down the Job Configuration page.

6.Select the Source Endpoint (where the BLOBs are moving FROM) from the dropdown.

7.Select a Destination Endpoint (where the BLOBs are moving TO) from the dropdown.

8. Click the Run Now button to run the bulk migration job immediately.


1.Check your Destination Endpoint in windows explorer to see whether the BLOBs from the Source Endpoint have been migrated.

2.Go to the documents of the site collection to verify the current location of the BLOB from the StoragePoint details menu.


In this scenario you:

üConfigured a BLOB migration job and successfully migrated BLOBS over from a source endpoint to a destination endpoint.

Configuring Archiving Rules

This scenario demonstrates the configuration of Archiving rules.

Only one rule can be created per scope. The archiving scope cannot be broader than the profile scope.


You must have a second endpoint in order to complete this scenario.

1.Navigate to Central Administration, Application Management.

2.Navigate to Storage Profiles, found under the Metalogix StoragePoint section.

3.Click on the link to open the profile.

4.Scroll down to the Archiving Configuration section and expand.

5.Set “Enable Archiving” to Yes.

6.Click New Rule to create a new archiving rule.

7.Click the Change link to select the scope (i.e. site collection, site, list, or content type).

8.Drill down in the hierarchy to select the scope, and click OK. Your selection will be displayed under the Selected Rule Scope option.

9.Select the type of Rule Definition, Metadata Change Rule. This rule captures changes in an item’s metadata and triggers the content to be moved to different storage endpoint(s).

Click the New Condition link.

10.From the “Select a Property” dropdown, choose the Title property. The selections in this dropdown list will change based on the scope selection made on the Archiving Rule dialog.

11.The “Select an Operator and Enter/Select a Value” fields will update accordingly. Make your operator Contains and then enter “Archived” in the text field.

12.Select your archive endpoint from the Destination Endpoint dropdown.

13.Click OK to finish setting up the rule.

14.Click Save on the Profile page.

15.Click Ok when the Process Existing screen pops up.

16.Change the title of an existing document in a document library within the rule’s scope, adding “Archived” to the title.

17.Navigate to General Settings in Central Administration, Application Management, in the Metalogix StoragePoint section.

18.Navigate to the “Content Migrator” section and run the job by pressing Process Queued Content Now.


Check StoragePoint Details for the document you just added to make sure that the rule was processed and the document was sent to your specified endpoint.


In this scenario you:

üEnabled Archiving and configured an Archiving Rule.

üTested the Archiving rule by making a change to a document that met the conditions of the Metadata Archiving rule and confirmed that the BLOB is stored in a different endpoint.

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