Metalogix Storage Expert Installation Guide

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1 Metalogix Storage Expert Installation Guide Publication Date: October 07, 2015 All Rights Reserved. This software is protected by copyright law and international treaties. Unauthorized reproduction or distribution of this software, or any portion of it, may result in severe civil and/or criminal penalties and will be prosecuted to the maximum extent possible under the law.

2 Copyright All rights reserved. No part or section of the contents of this material may be reproduced or transmitted in any form or by any means without the written permission of Metalogix International GmbH. Metalogix Cloud Services is a trademark of Metalogix International GmbH Windows SharePoint Services is either a registered trademark or a trademark of Microsoft Corporation in the United States and/or other countries. Other product and company names mentioned herein may be the trademarks of their respective owners. Technical Support For information about Metalogix Technical support visit Technical support specialists can be reached by phone at The level of technical support provided depends upon the support package that you have purchased. Contact us to discuss your support requirements.

3 Contents Preface 4 Installing Metalogix Storage Expert Online Activation... 8 Offline Activation Installation Uninstall Storage Expert Page 3

4 Preface This installation guide gives quick step-by-step procedures for the installation and removal of the Metalogix Storage Expert tool. Audience The guide is geared towards system administrators that are looking to improve overall SharePoint performance by applying best practices for BLOB maintenace. The Metalogix Storage Expert tool locates areas of possible improvements. Page 4

5 Installing Metalogix Storage Expert Prerequisites The Storage Expert software requires an instance of the "Microsoft SharePoint Foundation Web Application" service to run on the server. Make sure to install Storage Expert on a system hosting the SharePoint web front for your farm in order to function as designed. The following error message will be shown, if the prerequisites are not met: Data Processing Times One terabyte of data takes approximately 2 to 3 minutes to process with Storage Expert based on the following system resources used during testing: SharePoint 2010 OS: Windows Server 2008 R2 Standard Processor: AMD Opteron(tm) Processor 6376, 2300 Mhz, 4 Core(s), 4 Logical Processor(s) RAM: 4 GB SharePoint 2013 OS: Windows Server 2012 Standard Processor: AMD Opteron(tm) Processor 6376, 2300 Mhz, 4 Core(s), 4 Logical Processor(s) RAM: 4.42 GB Page 5

6 License Activation and Installation The Storage Expert Installation Wizard first goes through a license activation procedure. Online and Offline license activation is available for this product. Follow these general steps to initiate the Wizard: 1. Open any SharePoint web front end in your farm. 2. Navigate to the directory where you extracted the installer. 3. Run the Metalogix Storage Expert executable to start the setup process. 4. At the welcome screen of the installation wizard select "Install Storage Expert Console". Page 6

7 Online Activation To activate the Storage Expert software online follow these steps: 1. After selecting "Install Storage Expert Console" the Activate page opens. 2. Enter the license key for Storage Expert. 3. Choose Online Activation and proceed to the next step or Offline Activation and follow instruction for the offline procedure. 4. Click the Next button to activate the license. 5. A successful activation will be shown with "Your License is now activated." Click the Next button to proceed with the installation of Storage Expert. Page 7

8 Offline Activation You can activate your Storage Expert license offline by requesting an activation key file from Metalogix. This file can then be used to activate Storage Expert. NOTE: Because the request for the activation key file must be submitted via the Metalogix website the request must be submitted from a machine that has internet access. To activate the product offline, follow these steps: 1. On the Activate page, choose Offline Activation and click the Next button. 2. Select whether you would like to copy the activation key to your clipboard or save the key to a file. 3. Either paste the your license key to the clipboard or save the key to a file. 4. Navigate to a system with internet access and go to Metalogix.com/OfflineActivation from a machine that has internet access. 5. On the Offline Activation page, paste or upload the license key file: Page 8

9 6. The Metalogix website will generate a file for upload into the Storage Expert activation wizard. Use the browse button to navigate to the file location. 7. Click the Activate button. 8. A successful activation will be shown with "Your License is now activated." Click the Next button to proceed with the installation of Storage Expert. Page 9

10 Installation Once your Storage Expert license has been activated either on- or offline and you selected Next on the license activation confirmation screen, the installation wizard enters the actual product installation procedure: 1. The Install Wizard Welcome page opens. Click the Next button to proceed. 2. On the License Agreement page, accept the terms of the license agreement and click the Next button to proceed. 3. On the Install page keep the default installation directory or change it by browsing to a custom location. Click the Install button to start the installation. Page 10

11 4. Page 11 Once the installation has finished, click the Complete button.

12 Uninstall Storage Expert In order to uninstall Storage Expert follow these steps: 1. Start the uninstall application using one of the following methods: a. (Windows Server 2003) In Control Panel, open Add or Remove Programs. b. (Windows Server 2008) In Control Panel, under Programs, open Programs and Features. c. (Windows Server 2012) In Control Panel, under Programs, open Programs and Features. 2. Select Storage Expert in the list of programs, and select Uninstall. 3. An uninstall wizard will appear, select Remove. The installation executable also has a repair and remove option, if run on a server already hosting Storage Expert. To use either option, follow the instructions displayed on the screen. Repair Storage Expert The Repair option of the Storage Expert Installation Wizard needs to run, if nodes are removed after the initial setup of Storage Expert or if other changes caused modifications to the ReportConfig.xml file. Storage Expert may not work as expected, if the ReportConfig.xml file is compromised due to modifications. Page 12

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