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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

Features affected by Endpoint Selection Mode Settings

The following table lists what features are available based on the settings for the Endpoint Selection Mode.

Feature

Sync

Async

Promote SharePoint Folder Name to BLOB Store

No

Yes

Promote SharePoint Filename and/or file extension to BLOB Store

No

Yes

Use File Size filter on Profile Endpoint

Yes

Yes

Use File Type filter on Profile Endpoint

No

Yes

Use Hierarchal Scope filter on Profile Endpoint

No

Yes

Use Metadata filtering on Profile Endpoint

No

Yes

Archive Only externalization

No

Yes

Switching a profile from Asynchronous to Synchronous will disable these filters on future uploaded content.

New Profile Endpoint screen if Endpoint Selection Mode is Synchronous:

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New Profile Endpoint screen if Endpoint Selection Mode is Asynchronous:

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Synchronous profiles will also not prevent the externalization of customized, (unghosted) files. Only Asynchronous operations allow for the logic to evaluate the file and return it to the content database rather than the StoragePoint Endpoint.

Setting up Metalogix StoragePoint

Metalogix StoragePoint is entirely managed within SharePoint Central Administration on the Application Management page. METALO~1_img9

Configuration Outline

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

1.Configure Metalogix StoragePoint Logging. (OPTIONAL)

a.This step will establish how verbose Metalogix StoragePoint logs information and errors.

b.Go to the Configuring Metalogix StoragePoint Logging section of this document for detailed instructions on performing this step.

2.Configure the Metalogix StoragePoint System Cache (OPTIONAL)

a.This step will establish the temporary location for BLOBs during Asynchronous operations. This is a required step for leveraging a cloud-based storage platform or taking advantage of any of the additional capabilities associated with asynchronous operations.

b.Go to the System Cache section of this document for detailed instructions on performing this step.

3.Activate the EBS Provider. (REQUIRED only for EBS)

a.This step will prepare the farm to externalize BLOBs.

b.Go to the Activating the EBS Provider section of this document for detailed instructions on performing this step.

4.Configure the Default Values, General Settings and Farm Wide Timer Jobs. (OPTIONAL)

a.This step will establish default values for newly-created endpoints and storage profiles. If defaults are not configured then newly-created endpoints and storage profiles will be blank. This step will allow the administrator to monitor the health and activity of the storage endpoints, as long as capacity thresholds are established when endpoints are created. It will also set up the frequency of migration jobs for archiving and asynchronous externalization.

b.Go to the Default Values and General Settings sections of this document for details on what settings are configured on these pages.

5.Configure the Storage Endpoints. (REQUIRED)

a.This step will create the storage location(s) (endpoints) where content will be externalized to. One or more endpoints can be defined per storage profile. Endpoints can be configured from the Storage and Backup Endpoints link in Metalogix StoragePoint’s Central Administration section or from within the Storage Profile user interface.

b.Please refer to the individual Administration and Installation Guide for the designated endpoint storage provider.

6.Create one or more Storage Profiles. (REQUIRED)

a.This step will create the storage profile(s) that will dictate how BLOBs are externalized. Profiles can be scoped by web application, content database, and/or site collection (EBS only).

b.Go to the Managing Storage Profiles section of this document for detailed instructions on performing this step.

7.Configure Archiving Settings for each storage profile. (OPTIONAL)

a.This step will enable less accessed content to be moved to less expensive tiers of storage.

b.Go to the Archiving section of this document for detailed instructions on configuring these settings.

8.Configure the Unused BLOB Cleanup job for the Storage Profile. (OPTIONAL)

a.This step will setup the timer job that removes orphaned (deleted) BLOBs from the file store. It is automatically set up to run on Saturdays at 2 am for new profiles.

b.This job can take considerable time to run and this should be taken into account when scheduling it. Please see the Unused BLOB Cleanup Job Considerations section of this document for more information.

c.Go to the Configure Storage Profile Timer Jobs section of this document for detailed instructions on scheduling this job.

9.Run an Externalize job for each configured Storage Profile. (OPTIONAL)

a.This step assumes that there is an existing content database and there is content ready to be externalized.

b.Go to the Configure Storage Profile Timer Jobs section of this document for detailed instructions on performing this step.

 

Once these steps are complete, the BLOBs within the SharePoint farm will start externalizing to the configured locations (endpoints).

Configuring Metalogix StoragePoint Logging

Metalogix StoragePoint leverages SharePoint’s Unified Logging Service (ULS) for event and trace logging. The ULS can be configured by navigating to the Diagnostic Logging page within SharePoint Central Administration.

1.Open SharePoint Central Administration.

2.Navigate to the Monitoring page (Operations for MOSS).

3.Click the Configure Diagnostic Logging link in the Reporting section.
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4.check one or more of the Metalogix StoragePoint categories. In SharePoint 2007, select from the Select a category dropdown.

5.Select the minimum event level to report for the event log and trace log.

a.For normal operation, we would recommend Error for event log and High for trace log.

b.These can obviously be throttled down to improve performance or throttled up to improve the ability to diagnose a problem.

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