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Metalogix StoragePoint 5.9.2 - Reference Guide

Planning the Metalogix StoragePoint Implementation Backup/Restore and Disaster Recovery Synchronous versus Asynchronous Setting up Metalogix StoragePoint Default Values General Settings Managing Storage and Backup Endpoints Managing Storage Profiles
Creating a New Storage Profile Editing an Existing Storage Profile Converting a Profile to RBS Copying a Profile Delete an Existing Storage Profile Storage Profile Timer Jobs
Metalogix StoragePoint Timer Job Monitoring File Share Librarian Large File Support Dashboard User Experience Activating the Software Appendix A: Import\Export Tool

Asynchronous Endpoint Options




NOTE: In some cases Metalogix StoragePoint will not be able to use the SharePoint folder and/or filename in the blob store. This can happen if the folder and filename path is longer than the blobstore filesystem can accommodate (in most cases the path must be under 260 characters).

In these cases, Metalogix StoragePoint will try to shorten the folder and/or filename in order to make it fit. If this fails, Metalogix StoragePoint will simply write the BLOB file without using the SharePoint filename and folder.


These options are only available if Endpoint Selection Mode set to Asynchronous.


These options promote the SharePoint Folder, Filename and/or File Extension information to the BLOB store when content is externalized.


NOTE: If Use SharePoint Folder in BLOB Store is checked it will override the foldering option set on the endpoint definition.


Externalization Filters

The File Size filter option is available only for asynchronous profiles in SharePoint 2013 and 2016. It can be configured for synchronous profiles for SharePoint 2010.


The File type filter can only be used if the Endpoint Selection Mode was set to Asynchronous on the Storage Profile page. This setting specifies the types of files that should be (included) or should not be (excluded) externalized to this endpoint.

Check the box and select the operator – Is (Include) or Is Not (Exclude). Then enter a comma separated list of file extensions to indicate the file types to include/exclude from externalization.

For example,
would indicate that files with an extension of DOC, DOCX, or XLS should be externalized to this endpoint.


The Hierarchical Scope filter can only be used if the Endpoint Selection Mode was set to Asynchronous on the Storage Profile page. This setting specifies the sites, lists, and content types that should be (included) or should not be (excluded) externalized to this endpoint. Click Add Scope and select from the tree view what should or should not be included in the externalization. Nested scopes are not supported.


The Metadata Rules filter can only be used if the Endpoint Selection Mode was set to Asynchronous on the Storage Profile page. This setting can be used to limit what is externalized based on content metadata. Click Add Metadata Rule and define the condition for the rule. (SharePoint 2010 and 2013 only.)


If more than one type of filer is being used, (File Size, File Type, Hierarchical, or Metadata) then there will be an additional toggle added next to each of the filters, to designate the filter as required (AND) or optional (OR). Click the word to toggle from AND to OR.
and or toggles


and or result

IF File or Shred Size is one of the filters, and only one of the other three are selected, the condition is AND.


Certain endpoints may show an optional checkbox for IMP retention policy promotion.

1.Click OK to complete the Endpoint configuration for this profile.

2.Click the Add Endpoint link and repeat the steps above to add another endpoint.

After all endpoints have been added, use the arrows to set the priority of the storage endpoints. BLOBs will be written to the first storage endpoint that meets the criteria for that BLOB (availability, file size, file type, hierarchical scope, etc.).


Continue editing the Storage Profile fields.

Last Access Date


This setting must be enabled to use Last Accessed as an Archiving condition. When Yes is selected on an existing profile and the profile is saved, a timer job will populate the field for existing files using the create date. New files will use the upload date until they are accessed.

Choose Yes to have StoragePoint record the most recent date that a document is accessed (uploaded, read or edited.) No is the default setting.

Unused BLOB Retention Policy

This setting indicates how long the Unused BLOB Cleanup Job should retain BLOBs whose parent list items or documents have been removed from SharePoint (i.e. purged from recyclebin, deleted, etc.).


NOTE: The default value is 30 days. This value synchronizes well with many backup/restore cycles but may need adjustment. See the section Unused BLOB Cleanup Job Considerations for more information.


For example, specifying 30 will cause orphaned BLOB files to be removed at least 30 days after being orphaned. The value must be between 1 and 365.

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