EMC® SourceOne™
for Microsoft SharePoint
Version 7.0
Installation Guide
300-015-213
REV 01
EMC Corporation
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Published April 2013
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2
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Contents
Chapter 1
Introduction
Overview............................................................................................ 10
Archiving ..................................................................................... 10
Search (Archive Search and EMC SourceOne Search) .......... 11
Archive Search Restore .............................................................. 11
External BLOB Storage (EBS) .................................................... 11
Remote BLOB Storage (RBS) ..................................................... 12
Applications (on-premises environments).............................. 13
Applications (cloud-based environments).............................. 14
EMC SourceOne for Microsoft SharePoint architecture.............. 15
Prerequisite installation: EMC SourceOne platform.................... 16
Accounts and permissions............................................................... 17
Accounts and permissions (on-premises environments) ..... 17
Accounts and permissions (cloud-based environments)...... 21
System requirements ........................................................................ 22
System requirements (on-premises environments)............... 22
System requirements (cloud-based environments) ............... 23
Important considerations................................................................. 24
Considerations (on-premises environments) ......................... 24
Considerations (cloud-based environments).......................... 25
Chapter 2
Installing Microsoft SharePoint Support
Installation overview........................................................................ 30
Installing SharePoint support on EMC SourceOne servers ........ 32
Prerequisites ................................................................................32
Procedure ..................................................................................... 33
Post-installation .......................................................................... 37
SharePoint cloud-based configuration........................................... 38
SharePoint on-premises solution deployment.............................. 39
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
3
Contents
Solution deployment process ................................................... 40
Solution types.............................................................................. 40
Localization ................................................................................. 41
Upgrading a solution ................................................................. 41
Where to run installs.................................................................. 41
Permissions.................................................................................. 41
Configure environment variables (optional).......................... 42
Deploy the Archive feature....................................................... 43
Deploy the Archive Search feature .......................................... 51
Deploy the Archive Search Restore feature............................ 59
Deploy the EBS feature .............................................................. 63
Maintaining the installation ............................................................ 75
Remove a component................................................................. 75
Repair the EMC SourceOne for Microsoft SharePoint BCE
installation ................................................................................... 75
Modifying the EMC SourceOne for Microsoft SharePoint
BCE installation .......................................................................... 75
Upgrading .wsp solutions ......................................................... 76
4
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Preface
As part of an effort to improve its product lines, EMC periodically releases
revisions of its software and hardware. Therefore, some functions described
in this document might not be supported by all versions of the software or
hardware currently in use. The product release notes provide the most
up-to-date information on product features.
Contact your EMC technical support professional if a product does not
function properly or does not function as described in this document.
This document was accurate at publication time. Go to EMC Online
Support (https://support.emc.com) to ensure that you are using the
latest version of this document.
Audience
Related
documentation
This document is part of the EMC® SourceOne™ documentation set,
and is intended for use by installers of the product, EMC SourceOne
system administrators, and Microsoft SharePoint administrators.
Related documents include:
◆
EMC SourceOne Email Management Installation Guide
◆
EMC SourceOne Email Management Release Notes
◆
EMC SourceOne for Microsoft SharePoint Administration Guide
◆
EMC SourceOne for Microsoft SharePoint Release Notes
◆
EMC SourceOne Search User Guide
◆
EMC SourceOne Products Compatibility Guide
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
5
Preface
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!
CAUTION
A caution contains information essential to avoid data loss or
damage to the system or equipment.
!
IMPORTANT
An important notice contains information essential to operation of
the software.
WARNING
A warning contains information essential to avoid a hazard that can
cause severe personal injury, death, or substantial property damage
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6
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EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Preface
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Where to get help
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EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
7
Preface
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8
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
1
Introduction
EMC SourceOne for Microsoft SharePoint extends the EMC
SourceOne platform, enabling organizations to manages the growth
of SharePoint content and sites through storage optimization and
enhances the control of inactive content through SharePoint
archiving.
This chapter is organized as follows:
◆
◆
◆
◆
◆
◆
Overview .............................................................................................
EMC SourceOne for Microsoft SharePoint architecture ...............
Prerequisite installation: EMC SourceOne platform.....................
Accounts and permissions................................................................
System requirements .........................................................................
Important considerations..................................................................
Introduction
10
15
16
17
22
24
9
Introduction
Overview
EMC SourceOne for Microsoft SharePoint addresses long-term or
specialized content archiving strategies while leveraging the EMC
SourceOne architecture to provide access to archived content using
search user interfaces.
This section describes:
◆
“Archiving” on page 10
◆
“Search (Archive Search and EMC SourceOne Search)” on page 11
◆
“Archive Search Restore” on page 11
◆
“External BLOB Storage (EBS)” on page 11
◆
“Remote BLOB Storage (RBS)” on page 12
◆
“Applications (on-premises environments)” on page 13
◆
“Applications (cloud-based environments)” on page 14
Archiving
EMC SourceOne for Microsoft SharePoint supports the policy-based
archiving of SharePoint content in the EMC SourceOne archive to
provide efficient storage of SharePoint content.
EMC SourceOne for Microsoft SharePoint can archive content from
the following types of Microsoft SharePoint environments:
10
◆
On-premises SharePoint environment - Administrators can
configure a SharePoint Archive activity to archive SharePoint
content from on-premises SharePoint servers to the EMC
SourceOne Native Archive.
◆
Cloud-based SharePoint environment - Administrators can
configure a SharePoint Online Archive activity to archive
SharePoint content stored in the cloud (SharePoint Online).
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Introduction
Search (Archive Search and EMC SourceOne Search)
EMC SourceOne for Microsoft SharePoint provides the following
options for searching for archived SharePoint content:
◆
End users can search for archived content using an Archive
Search site integrated into SharePoint. This feature is only
available for use in on-premises SharePoint environments.
◆
Administrative users can use the EMC SourceOne Search
application to search for archived SharePoint content. This feature
can be used with on-premises or cloud-based SharePoint
environments.
Archive Search Restore
SharePoint administrators can enable end-users and power users to
restore items found using SharePoint Archive Search:
◆
End-users can restore selected items to their original sites (if
available). If the original site no longer exists, the user can specify
another location.
◆
Power users can perform the same restore actions as end-users. In
addition, power users can:
• Perform batch restores to the original site. If the original site
no longer exists, a power user can restore to a default target
site.
• View the farm hierarchy and select several lists to restore.
External BLOB Storage (EBS)
In on-premises environments, EMC SourceOne for Microsoft
SharePoint also provides External binary large object (BLOB) storage,
effectively offloading the storage of binary large objects from the
SharePoint SQL Server and storing them using EMC SourceOne. EBS
is configured at the farm level.
This feature includes an EBS Provider database which is installed on
the SharePoint SQL Server to maintain identification information for
BLOBs stored externally in the Native Archive by EMC SourceOne
for Microsoft SharePoint.
Overview
11
Introduction
Remote BLOB Storage (RBS)
EMC SourceOne for Microsoft SharePoint Storage Management is a
separate product for on-premises environments which provides
support for Remote BLOB Storage (RBS).
!
IMPORTANT
Details on installing, configuring and administering the EMC
SourceOne for Microsoft SharePoint Storage Management product
are provided in a separate documentation set which accompanies
the product.
RBS is used specifically with Microsoft SharePoint Foundation 2010
and Microsoft SharePoint Server 2010.
◆
RBS provides the ability to externalize the storage of BLOBs
outside of the SharePoint SQL Server and on remote storage.
◆
BLOBs are stored directly on the selected storage.
◆
BLOB storage is configured at the content database level.
Deploying the EMC SourceOne for Microsoft SharePoint Storage
Management software installs the EMC SourceOne RBS Provider in
the farm and adds the full set of user interfaces to your Microsoft
SharePoint Foundation 2010 or Microsoft SharePoint Server 2010
Central Administration site.
Feature details include:
12
◆
Content Database Settings – Provides configuration settings for
storing BLOB content normally stored in the SharePoint 2010
database in remote storage.
◆
Migration Service – Migrates BLOBs from External BLOB Storage
(EBS), the SharePoint SQL database, or another RBS store to the
EMC SourceOne RBS store.
◆
Maintenance Service – Performs periodic garbage collection and
other maintenance.
◆
Health Monitor – Monitors RBS storage for available free space
and provides alerts based on configured thresholds.
◆
Enhanced EMC SourceOne Primary Administration site – An
updated EMC SourceOne primary administration site is provided
which includes links to RBS-specific configuration information.
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Introduction
For more details about these interfaces and their use, refer to the EMC
SourceOne for Microsoft SharePoint Storage Management
documentation set.
Applications (on-premises environments)
This section describes applications specifically used with EMC
SourceOne for Microsoft SharePoint in on-premises environments.
SharePoint administration sites
Installing EMC SourceOne for Microsoft SharePoint solutions in your
SharePoint environment provides administration sites for your
on-premises SharePoint environment. These sites enable SharePoint
administrators perform SharePoint-side configuration of general
administration of EMC SourceOne features provided for SharePoint.
EMC SourceOne Search (for Microsoft SharePoint content)
EMC SourceOne Search enables Microsoft SharePoint administrators
to search for and process SharePoint content stored in the EMC
SourceOne Native Archive.
◆
Administrators can search archived content belonging to many
end users.
◆
End users must use the EMC SourceOne Search functionality
integrated in the SharePoint user interface to search for content
for which they have the appropriate permissions to access. See
“Integrated SharePoint Archive search” on page 13 for details.
Note: Since EBS content is not stored in the Native Archive, it is not
searchable using EMC SourceOne Search.
For more information about EMC SourceOne Search application
features and capabilities, refer to the EMC SourceOne Search User
Guide.
Integrated SharePoint Archive search
Installing EMC SourceOne components on an on-premises
SharePoint server or farm provides an EMC SourceOne page in
SharePoint which enables SharePoint users to search for content
archived by EMC SourceOne for Microsoft SharePoint. If the Archive
Search Restore feature is installed, additional options related to this
feature are provided.
Overview
13
Introduction
Permissions are controlled by either Active Directory or SharePoint
group association the user had at the time the content was archived.
Refer to the EMC SourceOne for Microsoft SharePoint Administration
Guide for more details.
Applications (cloud-based environments)
SharePoint Online environments are cloud-based and no additional
EMC SourceOne applications that are installed on SharePoint servers.
Content archived in EMC SourceOne from cloud-based SharePoint
environments can be searched by administrators using the EMC
SourceOne Search application provided with the EMC SourceOne
Email Management platform.
14
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Introduction
EMC SourceOne for Microsoft SharePoint architecture
Figure 1 depicts an EMC SourceOne platform architecture extended
to include EMC SourceOne for Microsoft SharePoint.
Figure 1
EMC SourceOne architecture
EMC SourceOne for Microsoft SharePoint architecture
15
Introduction
Prerequisite installation: EMC SourceOne platform
Before installing EMC SourceOne for Microsoft SharePoint software,
you must first install the EMC SourceOne platform components.
These components are included in the EMC SourceOne Email
Management software kit.
Specific documents include:
◆
EMC SourceOne Email Management Installation Guide
• Provides an overall description of the EMC SourceOne
platform architecture and supporting components common to
all environments.
• Includes prerequisites, accounts and permissions and system
requirements.
• Details installation procedures for all components.
• Provides single sign-on configuration information.
◆
EMC SourceOne Email Management Release Notes
• Provides information on upgrading the EMC SourceOne
platform components.
• Describes fixed issues, known issues, and additional
documentation.
◆
EMC SourceOne Products Compatibility Guide
• Provides detailed version support information for EMC
SourceOne products.
16
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Introduction
Accounts and permissions
In addition to the platform requirements for accounts and
permissions provided in the EMC SourceOne Email Management
Installation Guide, this section provides a checklist for the tasks
required to assign permissions specific to the type of Microsoft
SharePoint environment you intend to support:
◆
“Accounts and permissions (on-premises environments)” on
page 17
◆
“Accounts and permissions (cloud-based environments)” on
page 21
Accounts and permissions (on-premises environments)
This section describes the accounts and permissions required for
on-premises environments.
Note: For accounts and permissions specific to a cloud-based environment,
refer to “Accounts and permissions (cloud-based environments)” on page 21.
Active directory accounts
The EMC SourceOne primary service account (created when
installing the EMC SourceOne platform) is also used in SharePoint
environments as follows:
◆
External Blob Storage (EBS) – The primary service account is the
impersonation account used in SharePoint for EBS database
access, local cache file access, and EBS gateway access.
◆
Archive Search – The primary service account is the EMC
SourceOne access account specified in the Archive Search settings
in SharePoint used to accessed EMC SourceOne services.
Permissions assignment
Table 1 provides a checklist for the tasks required to assign
permissions specific to your Microsoft SharePoint environment.
Note: Additional permissions required to use EMC SourceOne for Microsoft
SharePoint (which are configured post-installation using SharePoint
administration sites and the EMC SourceOne console) are provided in the
EMC SourceOne for Microsoft SharePoint Administration Guide.
Accounts and permissions
17
Introduction
Table 1
Environment
Done /System
Accounts and permissions - permissions assignment
Task
Details
Validation

SharePoint
Configure
server or farm installation
account
The installation account used to install software on a
SharePoint server must be a member of the following groups:
• Local Administrators group for the computer on which
installations are run as well as all SharePoint web front-end
servers.
• SharePoint Farm Administrators (Full Access) group.
Members of this group have full access to all settings in the
farm. They can also take ownership of any content site.
• SharePoint Central Administration Site Collection
Administrators group.
Ensure you can log
in using this account

SharePoint
Configure EMC
server or farm SourceOne
service
account
The EMC SourceOne service account must be a member of
the SharePoint Farm Administrators (Full Access) group.
You can add the EMC SourceOne service account or the EMC
SourceOne security group to the Farm Administrators group.
Ensure that
SharePoint activities
are successfully
completed.

SharePoint
Configure
server or farm Windows
SharePoint
Services Timer
account
This permission is only required if using the optional
instrumentation feature for SharePoint archiving.
Refer to “Windows SharePoint Services Timer service account
permissions” on page 24 for options and considerations for
configuring the permissions for this account.
Check the Windows
SharePoint Services
Timer service
configuration

SharePoint
Configure
server or farm application
pool identity
Ensure that the user account used as the application pool
Identity for the archive services Web application is:
• A member of the SharePoint Farm Administrators (Full
Access) group.
• Has Full Read permissions on all Web applications:
SharePoint 2007 or WSS 3.0 - configured from Central
Administration > Application Management >
(Application Security) > Policy for Web Application
Check the
application pool
identity and ensure
that it is configured
as specified.
SharePoint 2010 - configured from Central
Administration > Application Management > Web
Applications > Manage Web Application > User
Policy
18
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Introduction
Table 1
Environment
Done /System

Accounts and permissions - permissions assignment (continued)
Task
SharePoint
Configure Job
server or farm Dispatcher
permissions
Details
Validation
If using Archive Search Restore ensure that the EMC
SourceOne service account or EMC SourceOne security
group:
• Is a member of the SharePoint Farm Administrators (Full
Access) group.
• Has Full Control permissions on all Web applications:
SharePoint 2007 or WSS 3.0 - configured from Central
Administration > Application Management >
(Application Security) > Policy for Web Application
Check that the
group permissions
are configured as
specified.
SharePoint 2010 - configured from Central
Administration > Application Management > Web
Applications > Manage Web Application > User
Policy

SharePoint
Configure
server or farm Power User
permissions
If using Archive Search Restore, configure power users (e.g.,
users with the ability to perform batch restores) as members of
one of the following groups for the Archive Search site:
• Site Collection Administrators
• Site Owners
• Farm Administrators
Ensure account is a
member of
appropriate group.

SharePoint
SQL Server
For External BLOB Storage feature only – Identify a SQL
Server account with permissions to create a SQL database on
the SharePoint SQL Server.
Ensure account is
available at
installation time
Identify SQL
Server
installation
account
Accounts and permissions
19
Introduction
Table 1
Environment
Done /System

SharePoint
SQL Server
Accounts and permissions - permissions assignment (continued)
Task
Details
Validation
Identify SQL
Server runtime
account
For External BLOB Storage feature only. During installation of
the EBS feature, you will specify an account used to provide
runtime access to the EBS database. You can use one of the
following authentication methods:
• SQL Server login – You can use a SQL Server login
account (a non-Windows account maintained on the SQL
Server) to provide runtime access to the EBS database.
• Integrated Security – You can select Integrated Security
when installing the EBS feature. You can later identify an
impersonation account using the EBS administration site
which will be used to provide runtime access to the EBS
database.
Ensure account is
available at
installation time
Note: The impersonation account is also used to connect to
the EMC SourceOne Native Archive.
For details about the impersonation account, refer to the EMC
SourceOne for Microsoft SharePoint Administration Guide.

20
EMC
SourceOne
console
computers
Configure
console
administrator
accounts
EMC SourceOne console administrators must be members of
the SharePoint Farm Administrators group to browse farm
topology.
If you use the EMC SourceOne Admins group in your
configuration, you can add this group to the Farm
Administrators. Alternatively, you can add individual console
users as members of the Farm Administrators group.
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Ensure that console
user can access
SharePoint farm
topology from
console.
Introduction
Accounts and permissions (cloud-based environments)
This section describes the accounts and permissions required for
cloud-based environments.
Note: For accounts and permissions specific to an on-premises environment,
refer to “Accounts and permissions (on-premises environments)” on page 17.
EMC SourceOne administrators will use the EMC SourceOne console
to create a SharePoint Online Archive activity to archive content from
a cloud-based SharePoint environment. In order to configure the
activity, the administrator will need the following information:
◆
URL of the SharePoint online site.
◆
Credentials (username and password) for a member of the
SharePoint Online Site Collection Administrators group.
Accounts and permissions
21
Introduction
System requirements
This section describes system software requirements for Microsoft
SharePoint servers and EMC SourceOne servers specific to the type of
environment you intend to support:
◆
“System requirements (on-premises environments)” on page 22
◆
“System requirements (cloud-based environments)” on page 23
System requirements (on-premises environments)
This section describes the requirements for computers used in an
EMC SourceOne for Microsoft SharePoint on-premises environment.
Microsoft SharePoint Server requirements
Table 2 describes the prerequisite software and configuration
required on Microsoft SharePoint servers on which you also plan to
install the EMC SourceOne for Microsoft SharePoint software.
Table 2
Microsoft SharePoint Server software prerequisites
Software
Refer to the EMC SourceOne Products Compatibility Guide for more detailed information on supported versions
of the software described in this section.

A supported version of Microsoft SharePoint on an operating
supported by that product
• Manually install

Microsoft .NET Framework Redistributable Package
• For Microsoft SharePoint External BLOB Storage (EBS) only
• Required on all SharePoint web front-end servers
• Manually or silently install
• Validated by EMC SourceOne Runtime
Environment (SRE) software installation

Microsoft Visual C++ 2010 Redistributable Package (x86)
• Manually or silently install
• Validated by EMC SourceOne Runtime
Environment (SRE) software installation
EMC SourceOne Console client computer requirements
In addition to the requirements described in the "EMC SourceOne
console client computer requirements" section in the EMC SourceOne
Email Management Installation Guide, console computers in an EMC
SourceOne for Microsoft SharePoint environment must be in the
same domain as the SharePoint farm.
22
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Introduction
System requirements (cloud-based environments)
This section describes the requirements for computers used in an
EMC SourceOne for Microsoft SharePoint cloud-based environments.
Microsoft SharePoint Server requirements
There is no prerequisite SharePoint-side software required in a
cloud-based environment.
EMC SourceOne worker and console computer requirements
Table 3 describes the prerequisite software and configuration
required on EMC SourceOne worker and console computers on
which you intend to install support for cloud-based archiving
(SharePoint Online).
Table 3
EMC SourceOne worker and console software prerequisites
Software
Refer to the EMC SourceOne Products Compatibility Guide for more detailed information on supported versions of
the software described in this section.

Standard worker or console software as described in the EMC
SourceOne Email Management Installation Guide.
• Manually install

Microsoft Windows Identity Foundation (WIF)
• Refer to
http://www.microsoft.com/download/en/details.aspx?id=17331
• Provides externalization of user access for SharePoint Online
environments
• Install the appropriate support for your specific operating system
• Manually or silently install
• Validated by EMC SourceOne for
Microsoft SharePoint Business
Component Extensions (BCE)
software installation

SharePoint Foundation 2010 Client Object Model Redistributable
• Refer to
http://www.microsoft.com/download/en/details.aspx?id=21786
• Provides client object model requirements for SharePoint Online
environments
• Install the appropriate support for your specific operating system
• Manually or silently install
• Validated by EMC SourceOne for
Microsoft SharePoint Business
Component Extensions (BCE)
software installation

Secure Socket Layer (SSL) certificate
• Provides secure authentication of EMC SourceOne worker and
console client computers to SharePoint Online
• Refer to “Secure Socket Layer (SSL) certificates to access
SharePoint Online” on page 25
• Manually install
System requirements
23
Introduction
Important considerations
This section describes considerations for all EMC SourceOne for
Microsoft SharePoint environments.
Considerations (on-premises environments)
Review the following considerations for on-premises environments.
Note: For considerations specific to a cloud-based environment, refer to
“Considerations (cloud-based environments)” on page 25.
Windows SharePoint Services Timer service account permissions
Specific permissions for the Windows SharePoint Services Timer
service are required to support installation of the optional EMC
SourceOne Instrumentation feature. This feature, once activated,
enables performance counters and Windows Management
Instrumentation (WMI) classes for management servers.
You have the following options:
◆
During deployment of EMC SourceOne for Microsoft SharePoint,
temporarily specify a Domain Administrator account as the Log
On As account for the Windows SharePoint Services Timer
service.
• When you activate the Archive Services feature, performance
counters are installed and are set to "False".
• When you activate the Instrumentation feature, performance
counters are set to "True". You can also choose to not activate
the Instrumentation feature.
• You can then change the Log On As account to an account
which is a member of the local Administrators group.
◆
Have the SharePoint administrator run InstallUtil.exe on
each web front-end server in the farm to manually install the
performance counters. Command example:
%windir%\Microsoft.NET\Framework\v2.0.50727\installut
il.exe /AssemblyName "EMC.EX.SharePoint.Services,
Version=7.0.0.0, Culture=neutral,
publicKeyToken=8e9decb59936af7f"
24
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Introduction
Considerations (cloud-based environments)
Review the following considerations for cloud-based environments.
Note: For considerations specific to an on-premises environment, refer to
“Considerations (on-premises environments)” on page 24.
Secure Socket Layer (SSL) certificates to access SharePoint Online
By default when you install the EMC SourceOne for Microsoft
SharePoint Business Component Extensions software, a SSL
certificate is required on EMC SourceOne Console client computers
and worker computers to securely access SharePoint Online.
Configuration setting
This configuration setting is specified in a
EMC.EX.SharePoint.ArchivingClient.dll.config file located in:
<install_dir>\EMC SourceOne\SharePoint
The following line, which is commented by default, will enforce the
requirement of an SSL certificate when connecting to SharePoint
Online.
Figure 2
SharePoint Online config file
If you uncomment this line and the key remains set to "True", the
certificate requirement can be bypassed. For security reasons, you
should leave the line commented and require an SSL certificate to be
installed on console and client computers.
Important considerations
25
Introduction
Installing an SSL certificate on console client computers
You must install an SSL certificate on all EMC SourceOne console
client computers on which you plan to install the EMC SourceOne for
Microsoft SharePoint Business Component Extensions (BCE)
software.
Note: The method described in this section installs the certificate for the
currently logged-in user (e.g., the EMC SourceOne administrator).
To install an SSL certificate on a console client computer:
1. Open Internet Explorer and type the URL for you SharePoint
Online site. Because a valid certificate is not stored, a Certificate
Error displays in the browser.
Figure 3
Certificate error
2. Click the Certificate Error and click View Certificates. The
Certificate dialog box displays.
3. Click Install Certificates. The Certificate Import Wizard displays.
4. Click Next.
5. On the Certificate Store page, select Place all certificates in the
following store and click Browse.
6. In The Select Certificate Store dialog box, select the Trusted Root
Certification Authorities store as shown in Figure 4.
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EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Introduction
Figure 4
Certificate store
Click Next.
Click Finish. The certificate is imported to the store.
Installing an SSL certificate on worker computers
You must install an SSL certificate on all worker computers on which
you plan to install the EMC SourceOne for Microsoft SharePoint
Business Component Extensions (BCE) software. This enables the
worker computer to authenticate properly to perform SharePoint
Online Archiving activities.
The method described in this section is different than the method
described for the console client computers because worker computers
require the certificate be installed for the EMC SourceOne service
account under which the worker services run.
Note: If you log in using the EMC SourceOne service account, you can use
the method described “Installing an SSL certificate on console client
computers” on page 26.
If logged in as a user other than the EMC SourceOne service account,
use the following procedure import an SSL certificate to a worker
computer’s certificate store :
http://support.microsoft.com/kb/816794
Complete the steps in the "Import the Certificate into the Local
Computer Store" section of this article.
Important considerations
27
Introduction
28
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
2
Installing Microsoft
SharePoint Support
This chapter describes how to install the required and optional
components of EMC SourceOne for Microsoft SharePoint. Each
section in this chapter is presented in the order in which the
components should be installed, as some installed components are
dependent on previously installed components.
This chapter is organized as follows:
◆
◆
◆
◆
◆
Installation overview.........................................................................
Installing SharePoint support on EMC SourceOne servers .........
SharePoint cloud-based configuration............................................
SharePoint on-premises solution deployment...............................
Maintaining the installation .............................................................
30
32
38
39
75
Note: This document uses hyperlinks to other relevant sections. You can
simplify navigation by enabling an optional Web browser-like navigation
feature in Adobe Acrobat Reader (version 7.0 or above). For details, see
“Guide to using this document” on page 8.
Installing Microsoft SharePoint Support
29
Installing Microsoft SharePoint Support
Installation overview
Table 4 provides an overview of the EMC SourceOne for Microsoft
SharePoint installations presented in the order in which you should
perform them.
Table 4
Installation/
Configuration
30
Installation procedure overview
Details
Procedure
SharePoint Business
Component
Extensions
Install the SharePoint Business Component Extensions
on all EMC SourceOne:
• worker computers you want to enable to process
SharePoint activities
• computers hosting the SourceOne console
“Installing SharePoint support on EMC
SourceOne servers” on page 32
Review cloud-based
SharePoint
configuration
overview
For cloud-based environments, SharePoint Online
Archive activity support is provided solely by installing the
SharePoint Business Component Extensions in the
previous step.
“SharePoint cloud-based configuration” on
page 38
Review on-premises
SharePoint
deployment overview
On-premises environments only. Review the overview of
the SharePoint-side deployment procedures.
“SharePoint on-premises solution
deployment” on page 39
Verify environment
variables
(on-premises only)
Verify that the Microsoft Windows system path
environment variable includes the SharePoint system
path for your operating system
“Configure environment variables
(optional)” on page 42
Install SharePoint
archiving components
(on-premises only)
Install the SharePoint archiving administration site and
archiving service in the SharePoint farm.
“Deploy the Archive feature” on page 43
Install SharePoint
search components
(on-premises only)
Install the SharePoint archive search administration site
and search service in the SharePoint farm.
“Deploy the Archive Search feature” on
page 51
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Installing Microsoft SharePoint Support
Table 4
Installation/
Configuration
Install SharePoint EBS
components
(on-premises only)
Installation procedure overview
Details
Procedure
Install the SharePoint External BLOB Storage (EBS)
administration site and provider in the SharePoint farm.
“Deploy the EBS feature” on page 63
Note: A separate EMC SourceOne product provides
support for Remote BLOB Storage (RBS). RBS is used
with Microsoft SharePoint Foundation 2010 and Microsoft
SharePoint Server 2010 and provides administrators with
advanced options to off-load and manage storage of
binary large objects from the SharePoint SQL Server.
Refer to the EMC SourceOne for Microsoft SharePoint
Storage Management documentation set for details.
Install Archive Search
Restore (optional)
Install the SharePoint archive search restore service in
the SharePoint farm.
“Deploy the Archive Search Restore
feature” on page 59
Configure SharePoint
sites and services
(on-premises only)
Use the SharePoint administration sites for archive,
search and External BLOB Storage to configure settings
and functionality.
Refer to the EMC SourceOne for Microsoft
SharePoint Administration Guide.
Configure SharePoint
activities
Use the EMC SourceOne console to configure
SharePoint activities.
Refer to the EMC SourceOne for Microsoft
SharePoint Administration Guide.
Installation overview
31
Installing Microsoft SharePoint Support
Installing SharePoint support on EMC SourceOne servers
The EMC SourceOne for Microsoft SharePoint Business Component
Extensions (BCEs) provide support for SharePoint archiving and
restore functionality on EMC SourceOne worker and console
computers. You can install the following support using the BCE
installer:
◆
On-premises SharePoint archiving
◆
Cloud-based SharePoint archiving
◆
Archive Search Restore
For brief descriptions of this functionality, refer to “Overview” on
page 10. For more detailed information, refer to the EMC SourceOne
for Microsoft SharePoint Administration Guide.
Depending on your environment, you can install one or all of the
features. The BCE software is required on the following computers:
◆
Worker Services host computers that you want to enable to
perform SharePoint archiving or restore activities.
◆
Computers hosting the EMC SourceOne console.
Prerequisites
Ensured you have reviewed and met the prerequisites specific to the
type of environment you intend to support (on-premises or
cloud-based) as described in the following sections:
32
◆
“Prerequisite installation: EMC SourceOne platform” on page 16
◆
“Accounts and permissions” on page 17
◆
“System requirements” on page 22
◆
“Important considerations” on page 24
EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
Installing Microsoft SharePoint Support
Procedure
To install the Business Component Extensions software:
1. Log in to the host computer using an account with local
administrator privileges.
2. Navigate to the SourceOneArchive directory on the EMC
SourceOne for Microsoft SharePoint software kit.
3. Copy the ES1_SharePointBCESetup.exe to a temporary location
on the host computer.
4. Navigate to the temporary location to which you copied the setup
executable.
5. Double-click the BCE executable file and click Run. The Welcome
page displays.
Installing SharePoint support on EMC SourceOne servers
33
Installing Microsoft SharePoint Support
6. Click Next to display the Custom Setup page.
7. Select installation options for the following features:
• SharePoint Online Archiving - This feature, which supports
cloud-based SharePoint archiving, is not installed by default.
Click the dropdown icon to select the appropriate installation
option.
• SharePoint Archiving - This feature supports on-premises
archiving and is installed by default. Click the dropdown icon
to change installation options.
• SharePoint Restore - This feature supports Archive Search
Restore functionality. Click the dropdown icon to change
installation options.
8. Optionally, you can click Help to provide descriptions of
installation options.
9. If you select the optional SharePoint Online Archiving feature, the
installer checks for SharePoint Online Archiving prerequisite
software (described in “System requirements (cloud-based
environments)” on page 23.
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a. If the prerequisites are not met, the following warning
message displays.
b. Cancel the installation and ensure that you meet the
prerequisite installations before continuing.
10. Click Next to display the Security Group page.
11. Since you are installing the BCE software on an existing EMC
SourceOne console or worker computer, the Domain and Security
Group information was previously established. Click Next to
accept the default Domain and Security Group.
12. Click Next to display the Working Directory page.
Installing SharePoint support on EMC SourceOne servers
35
Installing Microsoft SharePoint Support
13. Specify a temporary work directory and click Install. Note the
following:
• This directory is required to perform processing related to:
– SharePoint Online Archiving
– SharePoint Restore
• The directory must be specified as a UNC share location.
• If you are installing the BCE software on multiple computers,
ensure that you specify the same UNC share location for all
computers.
• The EMC SourceOne Security Group must have Read and
Write permissions for this UNC share location.
• Ensure that the directory has adequate free space
(recommended to be at least 20 GB).
14. Click Next to display the Ready to Install page.
15. Click Install.
16. When the installation is completed, click Finish.
17. Repeat this procedure on the remaining SourceOne worker and
console computers.
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Post-installation
Restart the EMC SourceOne Job Dispatcher service on all worker
computers on which you installed the BCE software.
Installing SharePoint support on EMC SourceOne servers
37
Installing Microsoft SharePoint Support
SharePoint cloud-based configuration
If you are configuring a cloud-based environment, support for this
environment is provided solely through the EMC SourceOne for
Microsoft SharePoint Business Component Extensions software you
installed on the worker and console computers as described in
“Installing SharePoint support on EMC SourceOne servers” on
page 32.
You are now ready to configure and perform SharePoint Online
Archive activities. Refer to the EMC SourceOne for Microsoft SharePoint
Administration Guide for details on performing this type of activity.
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SharePoint on-premises solution deployment
This section describes how to install software on SharePoint servers
in an on-premises environment.
!
IMPORTANT
If you are configuring a cloud-based environment, there are no
SharePoint-side components to install. Refer to “SharePoint
cloud-based configuration” on page 38 for details.
EMC SourceOne SharePoint on-premises features are installed by
deploying SharePoint solutions (contained in .wsp files) to
SharePoint Web applications. Some solutions are targeted for the
SharePoint Central Administration web application, while others are
targeted at the web front-end (WFE) servers in your SharePoint
environment.
Once the solutions are deployed, you will specify some connection
information and configuration settings for the EMC SourceOne
environment to enable it process SharePoint-related activities.
This section includes the following topics:
◆
“Solution deployment process” on page 40
◆
“Solution types” on page 40
◆
“Localization” on page 41
◆
“Upgrading a solution” on page 41
◆
“Where to run installs” on page 41
◆
“Permissions” on page 41
◆
“Configure environment variables (optional)” on page 42
◆
“Deploy the Archive feature” on page 43
◆
“Deploy the Archive Search feature” on page 51
◆
“Deploy the Archive Search Restore feature” on page 59
◆
“Deploy the EBS feature” on page 63
SharePoint on-premises solution deployment
39
Installing Microsoft SharePoint Support
Solution deployment process
The solution deployment process in the SharePoint environment
includes:
◆
Adding a solution to the SharePoint solution store – You add the
EMC SourceOne solutions to the SharePoint solution store using
the STSADM command line administration tool. The solution
store provides a centralized collection of all SharePoint solutions
available for the server farm.
◆
Deploying the solution from the solution store – After adding the
solution to the solution store, you deploy it to web applications or
web front-end servers using the SharePoint Central
Administration console. The solution is considered
fully-deployed once it is synchronized to all applicable servers in
the farm.
Solution types
EMC SourceOne for Microsoft SharePoint features are deployed
using two types of solutions:
◆
Central Administration web applications – These solutions
deploy custom administration sites for EMC SourceOne for
Microsoft SharePoint features. The solutions are targeted at the
server hosting the Central Administration site. solutions include:
• emces1.administration.wsp – Administration site for the
Archive feature
• emces1.archivesearchconfig.wsp – Administration site for
the Archive Search feature
• emces1.ebsprovider.wsp – Administration site for the
External BLOB Storage feature
◆
Content web applications – These solutions deploy the web
applications to support the EMC SourceOne for Microsoft
SharePoint features to web front-end servers in your SharePoint
environment. This can be a single web front-end server, or a farm
including multiple web front-end servers. Solutions include:
• emces1.archiving.wsp – Web application for the Archive
feature
• emces1.archivesearch.wsp – Web application for the
Archive Search feature
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• emces1.restore.wsp – Web application for the Archive
Search Restore feature
Localization
Localization for supported languages is deployed using the solution
deployment method. In a foreign language environment, you can
deploy a localized solution when you first install the product (e.g.,
the primary language is non-English). Alternatively, you can add
support for multiple languages by deploying a corresponding
language pack solution after an initial English solution is deployed.
For detailed instructions on deploying language packs for supported
languages, refer to the EMC SourceOne Localized Product Release Notes.
Upgrading a solution
Upgrading a solution replaces a previous version of a solution with a
current version of the solution. Refer to the “Maintaining the
installation” on page 75 for information on upgrading SharePoint
solutions.
Where to run installs
All SharePoint solution deployments can be run from a single web
front-end server. The solutions are distributed to other servers using
SharePoint’s internal distribution mechanisms.
For the EBS feature, you manually run installs on specific computers
in your environment. Specific information about running these
installations is provided in the procedures that follow.
Permissions
Refer to “Accounts and permissions” on page 17 to ensure the
appropriate permissions are established.
SharePoint on-premises solution deployment
41
Installing Microsoft SharePoint Support
Configure environment variables (optional)
For convenience, you can modify the Microsoft Windows system
path environment variable to include the SharePoint system path for
your operating system.
1. Right-click My Computer.
2. Do one of the following:
• On Windows Server 2003 - Select Properties > Advanced.
• On Windows Server 2008 - Select Properties > Advanced
system settings.
3. Click Environment Variables.
4. In the System Variables section, click the Path variable and click
Edit.
5. Check that a SharePoint system path exists for your operating
system. If necessary, append the following system variable,
depending on the version of SharePoint you are using:
• If you are running SharePoint 2007 or WSS 3.0:
C:\Program Files\Common Files\Microsoft Shared\web
server extensions\12\BIN;
• If you are running SharePoint 2010:
C:\Program Files\Common Files\Microsoft Shared\web
server extensions\14\BIN;
6. Click OK on all open dialog boxes to apply the changes.
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Deploy the Archive feature
This section describes how to install the following EMC SourceOne
solutions on Microsoft SharePoint servers to support SharePoint
archiving:
◆
◆
Deploy the Archive Administration site ......................................... 43
Deploy the Archive content web application ................................. 46
Deploy the Archive Administration site
Deploying this solution to the Central Administration host computer
provides a customized user interface for administrators to configure
EMC SourceOne features in SharePoint. This administration site is a
prerequisite for other SharePoint features. Deployment includes the
following procedures:
◆
◆
◆
◆
◆
◆
◆
Add solution to the store ................................................................... 43
Deploy the solution ............................................................................ 44
Optional: Deploy language pack solution(s) .................................. 44
Activate features ................................................................................. 45
Restart IIS............................................................................................. 45
Validate the deployment.................................................................... 46
Next steps ............................................................................................ 46
Add solution to the store
Add the solution to the solution store:
1. Copy the SourceOneArchive directory on the EMC SourceOne
for Microsoft SharePoint software kit to a temporary location on
the host computer.
2. Click Start > Run and type cmd
3. Navigate to the SourceOneArchive\SourceOneAdmin folder.
4. Type the following command:
stsadm -o addsolution -filename
EMCES1.Administration.wsp
SharePoint on-premises solution deployment
43
Installing Microsoft SharePoint Support
Deploy the solution
From the Central Administration site:
1. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Solution Management.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
solutions.
2. Click emces1.administration.wsp in the Name column. The
Solution Properties page displays.
3. Click Deploy Solution. The Deploy Solution page displays.
4. Make any desired changes to the following sections:
• Deploy When? – You can choose to deploy now, or specify a
later date and time.
• Deploy To? – Select the Central Administration Web
application (e.g., http://moss2007:4848/).
5. Click OK. The Solution Management page displays. Ensure the
Status column displays Deployed.
6. Click emces1.administration.wsp in the Name column. The
Solution Properties page displays providing details about the
deployed solution.
Optional: Deploy language pack solution(s)
SharePoint-side language pack solutions are available to provide
localized SharePoint user interfaces for supported languages.
Note: You can choose to install one or more language packs at a later time
(after initial installation and activation of SharePoint features). Refer to the
section on installing SharePoint-side language packs in an existing
installation in the EMC SourceOne Localized Products Release Notes.
Install one or more language packs as part of the initial installation
(prior to activating features). To install language packs during initial
installation:
1. Copy the folder containing the language packs a temporary
location on the SharePoint server.
2. Click Start > Run and type cmd.
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EMC SourceOne for Microsoft SharePoint Version 7.0 Installation Guide
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3. Navigate to the temporary location.
4. Type the following command:
stsadm -o addsolution -filename wsp_file -lcid
lcid_number
For example, to install the French language pack for the EMC
SourceOne administration site, use the following command:
stsadm -o addsolution -filename
EMCES1.Administration.wsp -lcid 1036
5. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Solution Management.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
solutions.
6. Click the language pack solution .wsp file to display the Solution
Properties page. The language pack solution is listed with the
LCID appended in parentheses. For example, the French
language pack for the administration site is displayed as follows:
emces1.administration.wsp(1036)
7. Click Deploy Solution to deploy the language pack.
8. If you have additional language packs to deploy, repeat this
procedure
Activate features
The site provisioning feature is a hidden feature which can only be
activated using an stsadm command:
1. Click Start > Run and type cmd
2. Navigate to the SourceOneArchive\SourceOneAdmin folder.
3. Type the following command:
stsadm -o activatefeature -filename
EMCES1.AdminSiteProvisioning\feature.xml
Restart IIS
Restart IIS using the iisreset /noforce command.
SharePoint on-premises solution deployment
45
Installing Microsoft SharePoint Support
Note: If you choose to not force the restart of IIS at this time, you must restart
it at a later time to complete the configuration.
Validate the deployment
To validate the deployment:
1. Navigate to the Central Administration home page.
2. Verify that an EMC SourceOne tab is now displayed.
3. Click the EMC SourceOne tab. The EMC SourceOne
administration site displays.
Next steps
Refer to “Deploy the Archive content web application” on page 46.
Deploy the Archive content web application
Deploy the Web application which provides the EMC SourceOne
archiving functionality for Microsoft SharePoint. Deployment
includes the following procedures:
◆
◆
◆
◆
◆
◆
◆
Add solution to the store ..................................................................
Restart IIS ............................................................................................
Deploy the solution ...........................................................................
Optional: Deploy language pack solution(s) .................................
Activate features ................................................................................
Validate the deployment...................................................................
Next steps............................................................................................
46
47
47
47
49
50
51
Add solution to the store
Add the solution to the solution store:
1. Copy the SourceOneArchive directory on the EMC SourceOne
for Microsoft SharePoint software kit to a temporary location on
the host computer.
2. Click Start > Run and type cmd
3. Navigate to the SourceOneArchive\Archiving folder.
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4. Type the following command:
stsadm -o addsolution -filename EMCES1.Archiving.wsp
Restart IIS
Restart IIS using the iisreset /noforce command.
Deploy the solution
From the Central Administration site:
1. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Solution Management.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
solutions.
2. Click emces1.archiving.wsp in the Name column. The Solution
Properties page displays.
3. Click Deploy Solution. The Deploy Solution page displays.
4. Make any desired changes to the following sections:
• Deploy When? – You can choose to deploy now, or specify a
later date and time.
• Deploy To? – Select All content web applications.
5. Click OK. The Solution Management page displays. Ensure the
Status column displays Deployed.
6. Click emces1.archiving.wsp in the Name column. The Solution
Properties page displays providing details about the deployed
solution.
Optional: Deploy language pack solution(s)
SharePoint-side language pack solutions are available to provide
localized SharePoint user interfaces for supported languages.
Note: You can choose to install one or more language packs at a later time
(after initial installation and activation of SharePoint features). Refer to the
section on installing SharePoint-side language packs in an existing
installation in the EMC SourceOne Localized Products Release Notes.
SharePoint on-premises solution deployment
47
Installing Microsoft SharePoint Support
Install one or more language packs as part of the initial installation
(prior to activating features). To install language packs during initial
installation:
1. Copy the folder containing the language packs a temporary
location on the SharePoint server.
2. Click Start > Run and type cmd.
3. Navigate to the temporary location.
4. Type the following command:
stsadm -o addsolution -filename wsp_file -lcid
lcid_number
For example, to install the French language pack for the content
web application, use the following command:
stsadm -o addsolution -filename EMCES1.Archiving.wsp
-lcid 1036
5. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Solution Management.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
solutions.
6. Click the language pack solution .wsp file to display the Solution
Properties page. The language pack solution is listed with the
LCID appended in parentheses. For example, the French
language pack for the archiving services site is displayed as
follows:
emces1.archiving.wsp(1036)
7. Click Deploy Solution to deploy the language pack.
8. If you have additional language packs to deploy, repeat this
procedure.
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Activate features
From the Central Administration site:
1. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Solution Management.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
solutions.
2. Determine whether you want to activate the following optional
features:
• EMC SourceOne Instrumentation - enables performance
counters and Windows Management Instrumentation (WMI)
classes for management servers.
!
IMPORTANT
Only activate this feature if necessary. Activating this feature will
result in a significant performance impact.
• EMC SourceOne Archive Logging
3. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Application Management (SharePoint
Web Application Management) > Manage Web Application
Features.
• SharePoint 2010 - Navigate to Central Administration >
Application Management > Web Applications > Manage
Web Applications > Manage Features.
SharePoint on-premises solution deployment
49
Installing Microsoft SharePoint Support
4. Activate EMC SourceOne Services.
!
IMPORTANT
Ensure that you activate this feature on one Web application only.
Validate the deployment
To validate the deployment:
1. Open a Web browser session.
2. Navigate to the site:
• If using the default port (80), navigate to:
http://contentwebapplication/_vti_bin/
archive.svc
• If using a port other than the default (80), include the port
number:
http://contentwebapplication:port/_vti_bin/
archive.svc
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3. Follow the instructions on the displayed page to test the service.
Next steps
The archiving functionality provided with EMC SourceOne for
Microsoft SharePoint is now installed and ready for configuration.
Refer to the "Overview of SharePoint Archiving and EBS" chapter in
the EMC SourceOne for Microsoft SharePoint Administration Guide for
details on configuring Archive features.
Deploy the Archive Search feature
This section describes how to install the following EMC SourceOne
components on Microsoft SharePoint servers to support searches of
archived content from SharePoint:
◆
◆
Deploy the Archive Search administration site.............................. 51
Deploy the Archive Search content Web application .................... 55
Deploy the Archive Search administration site
Deploying this solution provides a customized user interface for
administrators to configure EMC SourceOne features in SharePoint.
Deployment includes the following procedures:
◆
◆
◆
◆
◆
Add solution to the store ................................................................... 52
Deploy the solution ............................................................................ 52
Optional: Deploy language pack solution(s) .................................. 53
Activate features ................................................................................. 54
Restart IIS............................................................................................. 54
SharePoint on-premises solution deployment
51
Installing Microsoft SharePoint Support
◆
◆
Validate the deployment................................................................... 55
Next steps............................................................................................ 55
Add solution to the store
Add the solution to the solution store:
1. Copy the SourceOneSearch directory on the EMC SourceOne for
Microsoft SharePoint software kit to a temporary location on the
host computer.
2. Click Start > Run and type cmd
3. Navigate to the SourceOneSearch\ArchiveSearchConfigUI
folder.
4. Type the following command:
stsadm -o addsolution -filename
EMCES1.ArchiveSearchConfigUI.wsp
Deploy the solution
From the Central Administration site:
1. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Solution Management.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
solutions.
2. Click emces1.archivesearchconfigui.wsp in the Name
column. The Solution Properties page displays.
3. Click Deploy Solution. The Deploy Solution page displays.
4. Make any desired changes to the following sections:
• Deploy When? – You can choose to deploy now, or specify a
later date and time.
• Deploy To? – Select the Central Administration Web
application (e.g., http://moss2007:4848/).
5. Click OK. The Solution Management page displays. Ensure the
Status column displays Deployed.
6. Click emces1.ArchiveSearchConfigUI.wsp in the Name
column. The Solution Properties page displays providing details
about the deployed solution.
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Optional: Deploy language pack solution(s)
SharePoint-side language pack solutions are available to provide
localized SharePoint user interfaces for supported languages.
Note: You can choose to install one or more language packs at a later time
(after initial installation and activation of SharePoint features). Refer to the
section on installing SharePoint-side language packs in an existing
installation in the EMC SourceOne Localized Products Release Notes.
Install one or more language packs as part of the initial installation
(prior to activating features). To install language packs during initial
installation:
1. Copy the folder containing the language packs a temporary
location on the SharePoint server.
2. Click Start > Run and type cmd.
3. Navigate to the temporary location.
4. Type the following command:
stsadm -o addsolution -filename wsp_file -lcid
lcid_number
For example, to install the French language pack for the EMC
SourceOne search configuration site, use the following command:
stsadm -o addsolution -filename
EMCES1.ArchiveSearchConfigUI.wsp -lcid 1036
5. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Solution Management.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
solutions.
6. Click the language pack solution .wsp file to display the Solution
Properties page. The language pack solution is listed with the
LCID appended in parentheses. For example, the French
language pack for the search configuration site is displayed as
follows:
emces1.archivesearchconfigui.wsp(1036)
7. Click Deploy Solution to deploy the language pack.
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8. If you have additional language packs to deploy, repeat this
procedure.
9. To ensure the language pack resources are copied, use the
following command:
stsadm -o activatefeature -filename
EMCES1.ArchiveSearchConfigUI\feature.xml -force
Activate features
From the Central Administration site:
1. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Manage Farm Features.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
features.
2. Verify that the EMC SourceOne Archive Search Configuration
feature is activated.
Restart IIS
Restart IIS using the iisreset /noforce command.
Note: If you choose to not force the restart of IIS at this time, you must restart
it at a later time to complete the configuration.
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Validate the deployment
To validate the deployment:
1. Navigate to the Central Administration home page.
2. Click the EMC SourceOne tab. The EMC SourceOne
administration site displays.
3. Ensure the Archive Search settings are displayed.
Next steps
Refer to “Deploy the Archive Search content Web application” on
page 55.
Deploy the Archive Search content Web application
Deploy the Web application which provides the EMC SourceOne
archive search functionality for Microsoft SharePoint. Deployment
includes the following procedures:
◆
◆
◆
◆
◆
◆
◆
Add solution to the store ................................................................... 55
Deploy the solution ............................................................................ 56
Optional: Deploy language pack solution(s) .................................. 56
Activate features ................................................................................. 57
Restart IIS............................................................................................. 57
Validate the deployment.................................................................... 58
Next steps ............................................................................................ 58
Add solution to the store
Add the solution to the solution store:
1. Copy the SourceOneSearch directory on the EMC SourceOne for
Microsoft SharePoint software kit to a temporary location on the
host computer.
2. Click Start > Run and type cmd
3. Navigate to the SourceOneSearch\ArchiveSearch folder.
4. Type the following command:
stsadm -o addsolution -filename
EMCES1.ArchiveSearch.wsp
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Deploy the solution
Note: Due to an issue with deploying the solution from the Central
Administration site, use the following alternative procedure to deploy the
solution using the stsadm command.
To deploy the solution:
1. Click Start > Run and type cmd
2. Type the following command:
stsadm -o deploysolution -name
EMCES1.ArchiveSearch.wsp -allowgacdeployment
-immediate -url content_web_application_url
Note: If you want to deploy this solution to all content web applications, you
can use -allcontenturls instead of
-url content_web_application_url
Optional: Deploy language pack solution(s)
SharePoint-side language pack solutions are available to provide
localized SharePoint user interfaces for supported languages.
Note: You can choose to install one or more language packs at a later time
(after initial installation and activation of SharePoint features). Refer to the
section on installing SharePoint-side language packs in an existing
installation in the EMC SourceOne Localized Products Release Notes.
Install one or more language packs as part of the initial installation
(prior to activating features). To install language packs during initial
installation:
1. Copy the folder containing the language packs a temporary
location on the SharePoint server.
2. Click Start > Run and type cmd.
3. Navigate to the temporary location.
4. Type the following command:
stsadm -o addsolution -filename wsp_file -lcid
lcid_number
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For example, to install the French language pack for the EMC
SourceOne administration site, use the following command:
stsadm -o addsolution -filename
EMCES1.ArchiveSearch.wsp -lcid 1036
5. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Solution Management.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
solutions.
6. Click the language pack solution .wsp file to display the Solution
Properties page. The language pack solution is listed with the
LCID appended in parentheses. For example, the French
language pack for the administration site is displayed as follows:
emces1.archivesearch.wsp(1036)
7. Click Deploy Solution to deploy the language pack.
8. To ensure the language pack resources are copied, use the
following command:
stsadm -o activatefeature -filename
EMCES1.ArchiveSearchCore\feature.xml -force
9. If you have additional language packs to deploy, repeat this
procedure
Activate features
You can optionally activate the Archive Search Web Parts feature after
deploying the Archive Search content Web application. This feature,
activated at the Site Collection level, enables you to create a custom
site by adding the EMC SourceOne Archive Search web part to a web
page.
For more information about using web parts, refer to the Microsoft
SharePoint documentation set.
Restart IIS
Restart IIS using the iisreset /noforce command.
Note: If you choose to not force the restart of IIS at this time, you must restart
it at a later time to complete the configuration.
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Validate the deployment
To validate the deployment:
1. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Click Site Actions > Create. The
Create page displays.
• SharePoint 2010 - Click Site Actions > New Site. The Create
page displays.
2. In the Template Selection area, confirm that an EMC SourceOne
template is provided.
Next steps
The Archive Search functionality provided with EMC SourceOne for
Microsoft SharePoint is now installed and ready for configuration.
Deploying the Archive Search content Web application installs the
Archive Search template and web parts, which you use to create the
Archive Search site. Refer to the "Configuring Archive Search for
Microsoft SharePoint" chapter in the EMC SourceOne for Microsoft
SharePoint Administration Guide for details on configuring Archive
Search features.
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Deploy the Archive Search Restore feature
Deploy the Web application which provides the EMC SourceOne
Archive Search Restore functionality for Microsoft SharePoint.
Deployment includes the following procedures:
◆
◆
◆
◆
◆
◆
Add solution to the store ................................................................... 59
Restart IIS............................................................................................. 61
Deploy the solution ............................................................................ 59
Activate features ................................................................................. 61
Validate the deployment.................................................................... 62
Next steps ............................................................................................ 62
Add solution to the store
Add the solution to the solution store:
1. Copy the SourceOneRestore directory on the EMC SourceOne
for Microsoft SharePoint software kit to a temporary location on
the host computer.
2. Click Start > Run and type cmd
3. Navigate to the SourceOneRestore\Restore folder.
4. Type the following command:
stsadm -o addsolution -filename EMCES1.Restore.wsp
Deploy the solution
From the Central Administration site:
1. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Solution Management.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
solutions.
2. Click emces1.restore.wsp in the Name column. The Solution
Properties page displays.
3. Click Deploy Solution. The Deploy Solution page displays.
4. Make any desired changes to the following sections:
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• Deploy When? – You can choose to deploy now, or specify a
later date and time.
• Deploy To? – Select All content web applications.
5. Click OK. The Solution Management page displays. Ensure the
Status column displays Deployed.
6. Click emces1.restore.wsp in the Name column. The Solution
Properties page displays providing details about the deployed
solution.
Optional: Deploy language pack solution(s)
SharePoint-side language pack solutions are available to provide
localized SharePoint user interfaces for supported languages.
Note: You can choose to install one or more language packs at a later time
(after initial installation and activation of SharePoint features). Refer to the
section on installing SharePoint-side language packs in an existing
installation in the EMC SourceOne Localized Products Release Notes.
Install one or more language packs as part of the initial installation
(prior to activating features). To install language packs during initial
installation:
1. Copy the folder containing the language packs a temporary
location on the SharePoint server.
2. Click Start > Run and type cmd.
3. Navigate to the temporary location.
4. Type the following command:
stsadm -o addsolution -filename wsp_file -lcid
lcid_number
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For example, to install the French language pack for the EMC
SourceOne administration site, use the following command:
stsadm -o addsolution -filename EMCES1.Restore.wsp
-lcid 1036
5. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Solution Management.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
solutions.
6. Click the language pack solution .wsp file to display the Solution
Properties page. The language pack solution is listed with the
LCID appended in parentheses. For example, the French
language pack for the administration site is displayed as follows:
emces1.restore.wsp(1036)
7. Click Deploy Solution to deploy the language pack.
8. If you have additional language packs to deploy, repeat this
procedure.
Activate features
From the Central Administration site:
1. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Application Management (SharePoint
Web Application Management) > Manage Web Application.
• SharePoint 2010 - Navigate to Central Administration >
Application Management > Web Applications > Manage
Features.
2. Activate the EMC SourceOne Restore Services feature.
Restart IIS
Restart IIS using the iisreset /noforce command.
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Validate the deployment
To validate the deployment, access the following location to validate
that the service is ready:
http://server/_vti_bin/emces1/restore.svc
Next steps
Ensure that the web application pool identity of the Restore services
has permission to read the SharePoint BCE temporary work directory
you configured when installing the BCE software as described in
“Installing SharePoint support on EMC SourceOne servers” on
page 32.
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Deploy the EBS feature
This section describes how to install the following EMC SourceOne
components on Microsoft SharePoint servers to support SharePoint
External BLOB Storage (EBS):
◆
◆
◆
◆
Install the EMC SourceOne Runtime Environment (SRE)............ 63
Ensure the Archive administration site is installed....................... 65
Install the EBS Provider ..................................................................... 65
Deploy the EBS Provider administration site................................. 71
Configure Native Archive database permissions
In addition to the permissions described in the EMC SourceOne for
Microsoft SharePoint Administration Guide (specifically the
"Configuring External BLOB Storage (EBS)" chapter), the EBS
impersonation account must have the following permissions on the
Native Archive database:
◆
db_datareader
◆
db_datawriter
Install the EMC SourceOne Runtime Environment (SRE)
The EMC SourceOne Runtime Environment (SRE) is required on all
Microsoft SharePoint web front-end servers you intend to use with
the External BLOB Storage feature.
The SRE provides a runtime environment required for document
management applications to function on your SharePoint servers.
!
IMPORTANT
You must install the SRE on all SharePoint web front-end servers
in your SharePoint farm.
To install the SRE:
1. Log in to the host computer using an account with local
administrator privileges.
2. Navigate to the SourceOneEBSProvider folder.
3. Copy the ES1_SRESetup.exe executable to a temporary location
on the host computer.
4. Navigate to the temporary location to which you copied the setup
executable.
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5. Double-click the ES1_SRESetup.exe file and click Run. The
Welcome page displays.
6. Click Next to display the Destination Folder page.
7. Specify a destination and click Next to display the Ready to
Install page.
8. Click Install.
9. When the installation is completed, click Finish.
10. Repeat this procedure for each Microsoft SharePoint web
front-end server in the farm.
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Ensure the Archive administration site is installed
The EBS Provider requires that the SharePoint Archive
administration site exist before installing the EBS Provider
administration site.
The prerequisite software depends on your deployment scenario:
◆
If using both the EBS Provider feature and SharePoint Archive
feature in your environment, install the SharePoint Archive
service software and Archive administration site as described in
“Deploy the Archive feature” on page 43.
◆
If using only the EBS Provider, or the EBS Provider and Archive
Search, you do not need the Archive service. Install only the
Archive administration site as described in “Deploy the Archive
Administration site” on page 43.
Install the EBS Provider
Install the EBS Provider software which provides the EMC
SourceOne External BLOB Storage functionality for Microsoft
SharePoint.
!
IMPORTANT
You must install the EBS Provider software on all SharePoint web
front-end servers in your SharePoint farm.
Prerequisites
Ensure the following:
◆
You have installed the EMC SourceOne Runtime Environment o
all SharePoint web front-end servers in the farm as described in
“Install the EMC SourceOne Runtime Environment (SRE)” on
page 63.
◆
You have already deployed the Archive administration site as
described in “Ensure the Archive administration site is installed”
on page 65.
◆
Ensure you have appropriate permissions to install the software
and create a SQL database as described in one of the following
scenarios:
• You are logged in to the SharePoint web front-end server with
an account which has local administrator privileges and
permissions to create a database on the SharePoint SQL Server.
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• You are logged in to the SharePoint web front-end server with
an account which has local administrator privileges and have
access to credentials which can be entered when installing the
database.
Install provider software
Perform this procedure on each SharePoint server in the farm.
1. Log in to the host computer using an account with privileges as
described in “Prerequisites” on page 65.
2. Navigate to the SourceOneEBSProvider\EBSProvider folder on
the EMC SourceOne for Microsoft SharePoint software kit and
copy it locally.
3. Open the folder appropriate for your environment:
• x64 – 64-bit operating system
• x86 – 32-bit operating system
4. Double-click setup.exe. The Welcome page displays.
5. Click Next to display the Select Installation Folder page.
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6. Accept the default location or click Browse to choose another
location.
7. Click Next. The Confirm Installation page displays.
8. Click Next to install the software. The Installation Complete page
displays.
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9. Click Close.
Run the EBS Provider Database Creator utility
Perform this procedure only once (after you install the first instance
of the EBS Provider software) to create the EBS database on the
SharePoint SQL Server.
Note the following:
◆
You install the database by running the EBS Provider Database
Creator utility which is created when you install the EBS Provider
software on a SharePoint web front-end server.
◆
You can run the utility from the web front-end server on which
you installed the EBS Provider software.
◆
Perform this procedure only once to create the database.
To install the database:
1. Click Start > All Programs > EMC SourceOne EBS Provider >
EMC SourceOne EBS Provider Database Creator.
The SourceOne EBS Database Configuration page displays.
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a. Complete the SQL Server section.
The SQL Server must be accessible to all SharePoint web
front-end servers. Use the dropdown menu to select a
SharePoint SQL Server or type a SQL Server location.
b. Complete the Login Credentials section.
These are the runtime credentials used to access the EBS
database.
Note: These are not the credentials used to create the database. You will
create the database later in this procedure.
Configure one of the following:
– Integrated Security – The EBS impersonation account
(configured later using the EBS administration site) will be
used for runtime access to the EBS database
– SQL Login – This SQL Server login account will be used for
runtime access to the EBS database
c. Complete the Database section.
The default database name displayed is ES1EBSDB appended
by the current SharePoint farm GUID to form a unique
database name. Do one of the following:
– Accept the default name.
– Type a name.
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Note: Ensure that each SharePoint farm has a unique database.
2. Click Create New Database. The Database Administrator Login
page displays.
3. Use this page to configure the credentials to install the database.
Choose one of the following:
– If you are logged in as a user with permissions to create
SQL databases, select Current Desktop User.
– If you want to enter SQL credentials with permissions to
create a database, select SQL Login and type the User
Name and Password.
Note: These credentials are only used to create the database, not for runtime
access. You configured the runtime credentials in Step 1.
4. Click Continue to create the database and all required tables and
indexes. A success message displays when the database
installation is complete.
5. Click OK. The utility exits.
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Deploy the EBS Provider administration site
Deploying this solution provides a customized user interface for
administrators to configure EMC SourceOne features in SharePoint.
Deployment includes the following procedures:
◆
◆
◆
◆
◆
◆
Add solution to the store ................................................................... 71
Deploy the solution ............................................................................ 71
Optional: Deploy language pack solution(s) .................................. 72
Restart IIS............................................................................................. 73
Validate the deployment.................................................................... 73
Next steps ............................................................................................ 74
Add solution to the store
Add the solution to the solution store:
1. Copy the EBSProviderConfigUI directory on the EMC
SourceOne for Microsoft SharePoint software kit to a temporary
location on the host computer.
2. Click Start > Run and type cmd
3. Navigate to the SourceOneEBSProvider\EBSProviderConfigUI
folder.
4. Type the following command:
stsadm -o addsolution -filename EMCES1.EBSProvider.wsp
Deploy the solution
From the Central Administration site:
1. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Solution Management.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
solutions.
2. Click emces1.ebsprovider.wsp in the Name column. The
Solution Properties page displays.
3. Click Deploy Solution. The Deploy Solution page displays.
4. Make any desired changes to the following sections:
• Deploy When? – You can choose to deploy now, or specify a
later date and time.
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• Deploy To? – Select the Central Administration Web
application (e.g., http://moss2007:4848/).
5. Click OK. The Solution Management page displays. Ensure the
Status column displays Deployed.
6. Click emces1.ebsprovider.wsp in the Name column. The
Solution Properties page displays providing details about the
deployed solution.
Optional: Deploy language pack solution(s)
SharePoint-side language pack solutions are available to provide
localized SharePoint user interfaces for supported languages.
Note: You can choose to install one or more language packs at a later time
(after initial installation and activation of SharePoint features). Refer to the
section on installing SharePoint-side language packs in an existing
installation in the EMC SourceOne Localized Products Release Notes.
Install one or more language packs as part of the initial installation
(prior to activating features). To install language packs during initial
installation:
1. Copy the folder containing the language packs a temporary
location on the SharePoint server.
2. Click Start > Run and type cmd.
3. Navigate to the temporary location.
4. Type the following command:
stsadm -o addsolution -filename wsp_file -lcid
lcid_number
For example, to install the French language pack for the EMC
SourceOne administration site, use the following command:
stsadm -o addsolution -filename
EMCES1.Administration.wsp -lcid 1036
5. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Solution Management.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
solutions.
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6. Click the language pack solution .wsp file to display the Solution
Properties page. The language pack solution is listed with the
LCID appended in parentheses. For example, the French
language pack for the administration site is displayed as follows:
emces1.administration.wsp(1036)
7. Click Deploy Solution to deploy the language pack.
8. If you have additional language packs to deploy, repeat this
procedure.
Activate features
From the Central Administration site:
1. Depending on your SharePoint version, do one of the following:
• SharePoint 2007 or WSS 3.0 - Navigate to Central
Administration > Operations > (Global Configuration) >
Manage Farm Features.
• SharePoint 2010 - Navigate to Central Administration >
System Settings > Farm Management > Manage farm
features.
2. Verify that the EMC SourceOne EBS Provider Configuration
feature is activated.
Restart IIS
Restart IIS using the iisreset /noforce command.
Note: If you choose to not force the restart of IIS at this time, you must restart
it at a later time to complete the configuration.
Validate the deployment
To validate the deployment:
1. Navigate to the Central Administration home page.
2. Click the EMC SourceOne tab. The EMC SourceOne
administration site displays.
3. Ensure the EBS Provider settings are displayed.
For information on configuring settings, refer to the "SharePoint
archiving-specific information" section in the EMC SourceOne for
Microsoft SharePoint Administration Guide.
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Next steps
Refer to the "Configuring SharePoint External BLOB Storage (EBS)"
chapter in the EMC SourceOne for Microsoft SharePoint Administration
Guide for details on configuring EBS features and activities.
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Maintaining the installation
This section provides information on maintaining installation of the
components described in this chapter.
Remove a component
To remove (uninstall) an MSI-based EMC SourceOne product
component that is installed on a Microsoft Windows system:
1. Access the Microsoft Windows Add or Remove Programs dialog
box.
2. Select the appropriate component and click Remove.
3. Follow the prompts to remove the component.
Repair the EMC SourceOne for Microsoft SharePoint BCE installation
Repairing a Microsoft Windows component can fix missing or
corrupt files, shortcuts, and registry entries. To repair the EMC
SourceOne for Microsoft SharePoint BCE that is installed on a
Microsoft Windows system:
1. Access the Microsoft Windows Add or Remove Programs dialog
box.
2. Select the appropriate component and click Change.
3. Follow the prompts to repair the component.
Modifying the EMC SourceOne for Microsoft SharePoint BCE installation
You can modify the EMC SourceOne for Microsoft SharePoint BCE to
add or remove the features supported by the BCE installer:
◆
On-premises SharePoint archiving
◆
Cloud-based SharePoint archiving
◆
Archive Search Restore
To modify the EMC SourceOne for Microsoft SharePoint BCE that is
installed on a Microsoft Windows system:
1. Access the Microsoft Windows Add or Remove Programs dialog
box.
Maintaining the installation
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Installing Microsoft SharePoint Support
2. Select the appropriate component and click Change.
3. Click Modify.
4. Follow the prompts to add or remove features. For details on
specific installation options, refer to “Installing SharePoint
support on EMC SourceOne servers” on page 32.
Upgrading .wsp solutions
Refer to the product release notes for information on upgrading .wsp
solutions.
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