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Metalogix StoragePoint 5.9 - Advanced Installation Guide

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, farm-wide storage profile defaults can be established, and the storage endpoints and 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:

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 the Metalogix StoragePoint Reference Guide 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. If a cloud-based storage platform is being used or any of the additional capabilities associated with asynchronous operations, then this is a required step.

b.Go to the System Cache section of the Metalogix StoragePoint Reference Guide for details 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 Change the State of the External BLOB Store (EBS) Provider section of the Metalogix StoragePoint Reference Guide 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 General Settings section of the Metalogix StoragePoint Reference Guide for detailed instructions on performing this step.

5.Configure the Storage Endpoints. (REQUIRED)

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

b.Go to the Manage Storage Endpoints section of the Metalogix StoragePoint Reference Guide for detailed instructions on performing this step.

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.

b.Go to the Managing Storage Profiles section of the Metalogix StoragePoint Reference Guide for detailed instructions on performing this step.

7.Configure Archiving Setting 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 the Metalogix StoragePoint Reference Guide for detailed instructions on performing this step.

8.Configure the Orphan BLOB Cleanup Job for the Storage Profile. (OPTIONAL)

a.This step involves scheduling how frequently the Orphan BLOB Cleanup Job is run.

b.There are important considerations to keep in mind when scheduling this job. Please see the Orphan BLOB Cleanup Job Considerations section of the Metalogix StoragePoint Reference Guide for more information.

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

a.This step assumes that there is an existing content database for which to externalize the existing BLOBs.

b.Go to the Configure Storage Profile Timer Jobs section of the Metalogix StoragePoint Reference Guide for detailed instructions on performing this step.

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

Repair Metalogix StoragePoint

A Repair function may be necessary in some situations, such as if it is being used on a SharePoint farm that is also using Content Matrix.

1.For Windows Server 2008, go to the start menu>Metalogix>StoragePoint>StoragePoint Configuration Wizard.
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For Windows Server 2012 go to Search and type StoragePoint Configuration Wizard.
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2.The configuration wizard opens. Click Next.
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3.The installer will now perform a series of system checks to make sure the system is ready for Metalogix StoragePoint to be modified. If all system checks pass 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.

4.With Repair selected, click Next.
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5.The solution file will now be removed from and re-deployed to all the servers in the farm.
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6.After the repair, restart IIS and the SharePoint timer service. Click OK.
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7.Upon completion of the deployment process the progress status will change to All operations successfully completed. Click Next.
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8.The repair process is complete. Click Close.
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AppServer Install

If there are application servers that need the Metalogix StoragePoint bits installed to facilitate Microsoft Office integration with SharePoint, these are the steps which will put the dll files to the GAC. Generally, the regular install will take care of this, but if the app server didn’t receive the bits during deployment, this utility will take care of it. This utility is also used to remove the bits from the app server.

If RestorePoint is installed on the app server, the AppServer Install is necessary to get the pertinent assemblies for the RestorePoint for StoragePoint page.

The SharePoint Foundation web service must be running on the app server in order to install. It is also required if the app server will be used to run any StoragePoint or SharePoint timer jobs.

1.Once downloaded or copied to the app server within the farm or single-server environment, simply double-click the executable to launch the Metalogix StoragePoint installer.

2.Run through the installation steps as normal, but uncheck the box to Run the StoragePoint Configuration Wizard before clicking Finish. clip0062

3.Find the Tools folder.

For Windows Server 2008, go to the start menu>Metalogix>StoragePoint>Tools>App Server Local Install.

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For Windows Server 2012 go to Search and type App Server Local Install.
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4.A new command prompt window will open and show the progress of the bits being installed.
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5.When complete, the screen will display a message that the install has been registered successfully. Press any key to close the window.
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NOTE: There is no upgrade or repair option. If Metalogix StoragePoint is upgraded, remove the existing app server bits and install the new bits on the app server that were downloaded with the upgrade.

NOTE: Any IIS and timer job recycling must be done manually.

To uninstall the app server bits, click the executable. Select the version of SharePoint, then enter 2 to remove.
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StoragePoint Management Shell

StoragePoint Management Shell will make the StoragePoint-specific PowerShell cmdlets available. For more information on the cmdlets, please see the following page on the Metalogix website.

For Windows Server 2008, go to the start menu>Metalogix>StoragePoint>StoragePoint Management Shell.
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For Windows Server 2012 go to Search and type StoragePoint Management Shell.
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