Management Console. for SharePoint. User Guide

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1 Management Console for SharePoint User Guide

2 2013 Quest Software, Inc. ALL RIGHTS RESERVED. This document contains proprietary information protected by copyright. The software described in this document is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser s personal use without the written permission of Quest Software, Inc. The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST'S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document. If you have any questions regarding your potential use of this material, contact: Quest Software World Headquarters LEGAL Dept 5 Polaris Way Aliso Viejo, CA legal@quest.com Refer to our website for regional and international office information. TRADEMARKS Quest, Quest Software, the Quest Software logo, Simplicity at Work are trademarks of Quest Software, Inc., and its subsidiaries. See for a complete list of Quest Software s trademarks. Other trademarks are property of their respective owners. Quest Management Console for SharePoint Updated March 2013

3 CONTENTS About This Guide... 3 Overview... 3 Conventions... 3 Quest Management Console for SharePoint... 4 General Information... 4 System Requirements... 4 Supported SharePoint Versions... 5 Required Permissions... 5 Installation Procedure... 5 Automatic Discovery of SharePoint Farms... 6 Add Server Farm Wizard... 7 Working with SharePoint Environment Tree... 9 Site Filter Options... 9 Appendix I. Setting Permissions Setting Permissions on SQL Databases Granting Local Administrator Rights About Quest Software, Inc Contacting Quest Software Contacting Quest Support i

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5 User Guide About This Guide Overview This document has been prepared to assist you in becoming familiar with Management Console for SharePoint. It explains how to install and use the product and is intended for network administrators, consultants, analysts, and any other IT professionals using the product. Conventions In order to help you get the most out of this guide, we have used specific formatting conventions. These conventions apply to procedures, icons, keystrokes and crossreferences. ELEMENT Select Bolded text Italic text Bold Italic text Blue text CONVENTION This word refers to actions such as choosing or highlighting various interface elements, such as files and radio buttons. Interface elements that appear in Quest products, such as menus and commands. Used for comments. Introduces a series of procedures. Indicates a cross-reference. When viewed in Adobe Acrobat, this format can be used as a hyperlink. Used to highlight additional information pertinent to the process being described. Used to provide Best Practice information. A best practice details the recommended course of action for the best result. Used to highlight processes that should be performed with care. + A plus sign between two keystrokes means that you must press them at the same time. A pipe sign between elements means that you must select the elements in that particular sequence. 3

6 Quest Management Console for SharePoint Quest Management Console for SharePoint General Information Quest Management Console for SharePoint (QMC) is a host for Quest SharePoint products. The console provides the basic discovery and management functionality that is leveraged by other Quest products for SharePoint management and migration. System Requirements Before installing Quest Management Console for SharePoint, make sure the following system requirements are met: Platform Memory Disk space Operating System Additional Software & Services Intel Pentium 1 GHz processor (x86, x64) or equivalent 512MB of RAM ~ 30 MB of available hard disk space for install MB of available hard disk space for logs One of the following: Windows Server 2003 SP1 or higher (recommended) Windows 2003 SP1 64-bit Windows Server 2008 Note: Before installing Quest Management Console on a SharePoint front-end server running Windows 2008, it is required to install IIS 6 WMI compatibility component. Microsoft.Net Framework 2.0 Microsoft Management Console 3.0 downloadable from One of the following: Microsoft SQL Server 2005 SP1 or later SPs (remote or local) Microsoft SQL Server 2005 Express SP1 or later SPs (remote or local) Microsoft SQL Server 2005 SP1 64-bit Microsoft SQL Server

7 User Guide Supported SharePoint Versions Quest Management Console supports the following SharePoint versions: SharePoint Portal Server 2003 Windows SharePoint Services v2 Microsoft SharePoint Server 2007 Windows SharePoint Services 3.0 Microsoft SharePoint Server 2010 Microsoft SharePoint Foundation 2010 Microsoft SharePoint Server 2013 Microsoft SharePoint Foundation 2013 Required Permissions Management Console The account under which you run the setup must have the following rights: Be a member of the Local Administrators group on the computer where QMC console will be installed db_creator role for SQL server where QMC database will be created. Discovery and Tree Browse The account used to discover (with the Add Farm Wizard) and manage SharePoint installations must have the following rights: Local Administrator rights on the computer where the QMC console is installed Local Administrator rights on all SharePoint Front-end servers db_owner role for QMC configuration or reporting database db_datareader role for SharePoint configuration and content databases. For information on how to set the required permissions, please refer to Appendix A: Setting Permissions. Installation Procedure To install Management Console for SharePoint, run setup.exe and complete the Installation Wizard as follows: 1. On the Welcome page, click Next. 2. On the Configuration Database page, specify the database name to be used as configuration storage. Click Next. 3. On the Ready to Install the Application page, click Next to begin installation. 5

8 Quest Management Console for SharePoint 4. Once installation is completed, click Finish to exit the wizard. When installing Site Administrator for SharePoint on the computer hosting a Quest SharePoint product with Quest Management Console, QMC is automatically removed from the computer. Automatic Discovery of SharePoint Farms During installation, the computer where Quest Management Console for SharePoint is being installed is automatically checked for SharePoint farms. If a SharePoint farm is found, it is added to the Quest Management Console repository database The automatic discovery of SharePoint farms is performed by the Broker service. The account used to run the service should have the following permissions: Local Administrator role on the front-end server specified as an input parameter. SQL db_datareader for SharePoint configuration and content databases. SQL db_owner for Quest Management Console database. If any issues occur during the automatic discovery (e.g. insufficient permissions, no SharePoint found, etc.), they are logged to the setup.log file and the installation procedure is completed as successful. In case the automatic discovery fails, you can add SharePoint farms with the Add Server Farm Wizard (for more information, please refer to the Add Server Farm Wizard section). 6

9 User Guide Add Server Farm Wizard Quest Management Console comes with the Add Server Farm Wizard, which allows the users to add an individual SharePoint server farm to the product scope. To run the wizard, right-click the Enterprise SharePoint node and select Add Server Farm from the shortcut menu. Complete the wizard as follows: 1. On the Welcome page, click Next. 2. On the Specify SharePoint Front-End Server page, specify one of the frontend servers in the SharePoint server farm you want to add. Click Next. 7

10 Quest Management Console for SharePoint 3. On the Scanning Server Farm page, you can see the activities taken and issues encountered during the scan process. Click Next. 4. On the Completing the Add Server Farm Wizard page, click Finish to exit the wizard. To check if all the web applications within the added SharePoint farm were registered by the product, expand the Enterprise SharePoint node. After you have added a SharePoint server farm to the product scope, the data gathering starts automatically. 8

11 User Guide Working with SharePoint Environment Tree When you add a SharePoint server farm to Quest Management Console, the farm will be displayed under Enterprise SharePoint as "Configuration Database Name@SQL Server Name". SharePoint 2003 Server Farms are indicated with the icon, SharePoint 2007 Server Farms are indicated with the icon, SharePoint 2010 Server Farms are indicated with the icon, and SharePoint 2013 Server Farms are indicated with the icon. Expand the farm node to see the web applications hosted on the farm. Web applications on a SharePoint 2003 are indicated with the icon, web applications on a SharePoint 2007 farm are indicated with the icon, web applications on a SharePoint 2010 farm are indicated with the icon, and web applications on a SharePoint 2013 farm are indicated with the icon. Expand the web application node to see the site hierarchy in the web application. For each site you will have access to its content (lists and document libraries) and its child sites. When you select a site in the tree, the site home page is displayed in the right pane. When you select a list/document library, its default view is displayed. Site Filter Options Quest Management Console provides the way to filter sites and subsites by the URL path and limit the number of the child sites to be displayed in the product console. Due to these capabilities users are allowed to work with the large number of sites and subsites in the tree. To modify Site Filter Options, perform the following steps: 9

12 Quest Management Console for SharePoint 1. Right-click the Enterprise SharePoint node and select the Site Filter Options item from the short-cut menu. The Site Filter And Limit dialog appears. By default, the Show all sites radio button is checked and the number of sites is set to Enable the filter for sites to be displayed in the product console: a) Check the Show only the sites with the URL path matching the following pattern radio button. b) Specify the URL path. You can specify several URL paths separating them by a semicolon. The specified conditions will be combined by the OR operation. Make sure that the specified URL path does not contain domain and port names as these URL parts are not filtered. 3. Limit the number of the displayed child sites: a) Specify the number of sites to be displayed in the tree in the Maximum number of sites displayed for a parent box. 4. Click OK. The Quest Management console displays only the first N sites with the URL path matching the specified pattern. When filtering or site number limit is enabled, not all child sites of a container (web application or site) might be displayed in the tree. Such a container is marked then with the icon. If you want to return to the default settings, open the Site Filter And Limit dialog and click the Restore Defaults button. Note that site filtering and site number limit are user-defined, so different users can have different settings. 10

13 User Guide Appendix I. Setting Permissions Setting Permissions on SQL Databases Create a login for the user who will install Quest Management Console for SharePoint to be able to login to the SQL server. 1. Open MS SQL Server Manager Studio. 2. Expand your SQL instance node. 3. Open the Security node and select the Logins node. 4. Right-click the Logins and select the New Login option. In the new login window enter the user name in the domain\user format. 5. Click OK. The login appears in the list of the Logins node. 6. Locate the login in the list and right-click it. The Login Properties page is displayed. 11

14 Quest Management Console for SharePoint 7. Select the database in the upper pane and set the permissions for the database in the lower pane: 8. Click OK. 12

15 User Guide Alternatively, you can set permissions for a database as follows: 1. Expand your SQL instance node. 2. Expand the Databases node. Locate the required database. 3. Go to Security. 4. Right-click the Users node and select a new user. The Database User-New window is displayed. 5. Specify the login name and find it in the AD. 6. Select the appropriate permission in the Database role membership pane. 7. Click OK. Repeat these steps to grant permissions to the Quest Management Console account for the content and configuration SharePoint databases. 13

16 Quest Management Console for SharePoint Granting Local Administrator Rights On every computer where Quest Management Console for SharePoint is installed, perform the following: 1. Right-click My Computer and select Manage from the short-cut menu. The Computer Management window appears. 2. Go to System Tools > Local Users and Groups > Groups. 3. In the right pane select Administrators. The Administrators Properties window appears. 4. Click Add. The Select Users, Computers, or Groups dialog appears. 14

17 User Guide 5. In the Select Users, Computers, or Groups dialog, enter the user name you want to grant administrators rights to. 6. Click OK. 15

18 Quest Management Console for SharePoint Alternatively, you can grant local administrator rights as follows: 1. Go to Start > Control Panel. 2. In the Control Panel window, select User Accounts. The User Accounts dialog appears. 3. In the User Accounts dialog, select the Add... button. The Add New User window appears. 4. Enter the domain and name of a user you want to grant permissions. 5. Click Next. 6. Select the Other radio button and then Administrators from the drop-down list. 7. Click Finish. 16

19 User Guide About Quest Software, Inc. Established in 1987, Quest Software (Nasdaq: QSFT) provides simple and innovative IT management solutions that enable more than 100,000 global customers to save time and money across physical and virtual environments. Quest products solve complex IT challenges ranging from database management, data protection, identity and access management, monitoring, user workspace management to Windows management. For more information, visit Contacting Quest Software Mail Quest Software, Inc. World Headquarters 5 Polaris Way Aliso Viejo, CA USA Web site Refer to our Web site for regional and international office information. Contacting Quest Support Quest Support is available to customers who have a trial version of a Quest product or who have purchased a Quest product and have a valid maintenance contract. Quest Support provides unlimited 24x7 access to our Support Portal at From our Support Portal, you can do the following: Retrieve thousands of solutions from our online Knowledge Base Download the latest releases and service packs Create, update and review Support cases View the Global Support Guide for a detailed explanation of support programs, online services, contact information, policies and procedures. The guide is available at: 17

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