DocAve 6 Replicator. User Guide. Service Pack 3. Revision H Issued August DocAve 6: Replicator

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1 DcAve 6 Replicatr User Guide Service Pack 3 Revisin H Issued August

2 Table f Cntents Abut DcAve Replicatr... 5 Cmplementary Prducts... 5 Submitting Dcumentatin Feedback t AvePint... 5 Befre Yu Begin... 6 Cnfiguratin... 6 Agents... 6 Required Permissins... 6 Lcal System Permissins... 7 Getting Started... 9 Launching Replicatr... 9 User Interface Overview Basic Steps t Cnfiguring and Creating Replicatr Jbs Pre-Replicatr Jb Cnfiguratins Cnfiguring the Replicatr Database Cnfiguring Devices and Setting Up Strage Plicies Cnfiguring Mapping Settings Dmain Mapping User Mapping Language Mapping Outging Server Settings Enabling One-Way Pull Cnfiguring Online Replicatr Settings Cnfiguring Netwrk Cntrl Cnfiguring Byte-Level Settings (Byte-Level Replicatin Only) Setting Up Online Prfiles Replicatin Optins Cnflict Optins Cnfiguring Offline Replicatr Settings Setting Up an Exprt Prfile

3 Setting Up an Imprt Prfile Building an Online Replicatr Plan Creating Cntainers Creating a Site Cllectin Creating a Site Creating a List/Library Perfrming a Byte-level Replicatin Perfrming a Three-Way Replicatin Jb Perfrming a One-Way Pull Replicatin Jb Creating Online Replicatr Plans via Excel Exprting Online Plans Editing Exprted Online Plans Imprting Online Plans Building an Offline Replicatr Plan Setting up an Exprt Lcatin Using Data Exprt Using Data Imprt Perfrming a Tw-Way Offline Replicatin Jb Replicatr fr SharePint Online Replicatin Details Query Recrds Viewing Detailed Recrds Exprting Query Recrds Exprting Replicatin Jb Reprts Health Analyzer Cllecting Data fr Analysis Cllect Nw Cllectin Settings Managing Issues Exprting Reprt Mapping Status Replicatr Tl

4 DcAve Replicatr Use Cases Online Replicatr fr One Farm Online Replicatr fr Tw Farms Mapping Mapping Mving Site Cntent t a Target Newly-Created Site Appendix A and Unsupprted SharePint Web Parts SharePint 2010 Web Parts SharePint 2013 Web Parts Appendix B and Unsupprted SharePint Elements fr Replicatr SharePint 2010 Elements SharePint 2013 Elements Appendix C Replicatr Custmizatin Table Appendix D and Unsupprted SharePint Online Settings SharePint 2010 Online Settings SharePint 2013 Online Settings Appendix E Real-Time Events Appendix F Cnfiguratin File Advanced Settings in Cnfiguratin Files AgentCmmnWrapperCnfig.cnfig Appendix G Accessing Replicatr using Ht Keys Hme Page Cnfigure Replicatr Database Netwrk Cntrl Byte-Level Settings Queue Tls Online Replicatr Prfile Settings Plan Manager Page Ntices and Cpyright Infrmatin

5 Abut DcAve Replicatr As Micrsft SharePint envirnments grw, data and settings ften need t be mved, replicated, and synchrnized amng sites, r even between ge-distributed farms. DcAve Replicatr allws Micrsft SharePint administratrs t replicate cntent, cnfiguratins, securities, and users frm ne SharePint lcatin t anther, within the same farm and acrss farms, bth nline and ffline. Replicatin can be live (event-triggered) r n a set schedule s that cntent, cnfiguratins, securities, and users can be synchrnized between sites and bjects. Live replicatin triggers are fully custmizable, and replicatin can be executed as full r incremental. Incremental replicatin can be at the file r byte levels. DcAve Replicatr prvides yu with a full range f enterprise-class replicatin ptins and features. Cmplementary Prducts Many prducts and prduct suites n the DcAve 6 platfrm wrk in cnjunctin with ne anther. The fllwing prducts are recmmended fr use with Replicatr: DcAve Cnnectr fr cllabrating upn netwrk file shares and clud strage resurces directly thrugh SharePint withut migratin DcAve Cntent Manager fr SharePint fr restructuring r mving SharePint cntent DcAve Reprt Center fr SharePint t examine pain pints in the SharePint infrastructure and reprt n SharePint user behavir and changes DcAve Data Prtectin fr setting backup and recvery pints prir t adjusting SharePint gvernance plicies in this prduct Archiver t reduce SharePint strage csts by autmatically fflading SharePint cntent that wuld rdinarily reside in expensive SQL Server strage t less-expensive hierarchical strage systems, based upn fully custmizable business rules Strage Manager t mitigate the negative cnsequences f expnential data grwth by cmbining multiple real-time and scheduled business rules t externalize BLOB cntent based n file size, type, r ther dcument prperties Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 5

6 Befre Yu Begin Refer t the sectins fr system and farm requirements that must be in place prir t installing and using DcAve Replicatr. Cnfiguratin In rder t use DcAve Replicatr, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. Replicatr will nt functin withut DcAve 6 present n the farm. Agents DcAve Agents are respnsible fr running DcAve jbs and interacting with the SharePint bject mdel. A DcAve Agent must be installed n at least ne f the frnt-end Web servers. *Nte: T use Real-Time Replicatin, DcAve Agents must be installed n all f the frnt-end Web servers. DcAve Agents enable DcAve Manager t cmmunicate with the respective servers, allwing fr Replicatr cmmands t functin prperly. *Nte: The use f system resurces n a server increases when the installed agent is perfrming actins. This may affect server perfrmance. Hwever, if the agent installed n a server is nt being used, the use f system resurces is very lw and, therefre, the effect n server perfrmance is negligible. Fr instructins n installing the DcAve Platfrm, DcAve Manager, and DcAve Agents, see the DcAve 6 Installatin Guide. Required Permissins T install and use Replicatr prperly, ensure that the agent accunt has the fllwing permissins. 1. Lcal System Permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. 2. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Replicatr; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full cntrl t all znes f all Web applicatins via User Plicy fr Web Applicatins 6

7 Fr SharePint 2013, in Plicy fr Web applicatin, make sure that the DcAve Agent Accunt has the Accunt perates as System permissin. User Prfile Service Applicatin permissins: Fr SharePint 2010 Use Persnal Features Create Persnal Site Use Scial Features Fr SharePint 2013 Create Persnal Site Fllw Peple and Edit Prfile(required fr persnal strage, newsfeed, and fllwed cntent) Use Tags and Ntes Managed Metadata Service: Term Stre Administratr Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl User Prfile Cnnectin Permissin: Full Cntrl 2. SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Replicatr; they are nt autmatically cnfigured. Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfig Database, and Central Admin Database. Creatr and Security Admin permissin t SQL Server Database Rle f db_wner fr FBA database if frms based authenticatin (FBA) is enabled in SharePint Web applicatins. DB_wner t Replicatr Database Lcal System Permissins The fllwing Lcal System Permissins are autmatically cnfigured during DcAve 6 installatin: User is a member f the fllwing lcal grups: IIS WPG (fr IIS 6.0) r IIS IUSRS (fr IIS 7.0) Perfrmance Mnitr Users DcAve Users (the grup is created by DcAve autmatically; it has the fllwing permissins): Full cntrl t the Registry f HKEY LOCAL MACHINE\SOFTWARE\AvePint\DcAve6 7

8 Full cntrl t the Registry f HKEY_LOCAL_MACHINE\System\CurrentCntrlSet\Services\eventlg Full Cntrl t the Cmmunicatin Certificate Permissin f Lg n as a batch jb (it can be fund within Cntrl Panel > Administrative Tls > Lcal Security Plicy > Security Settings > Lcal Plicies > User Rights Assignment) Full Cntrl Permissin fr DcAve Agent installatin directry Member f WSS_RESTRICTED_WPG_V4 Member f WSS_WPG Member f Administratrs (If the SP2010ReplicatrEventhandler.dll des nt exist in GAC after the installatin, add the agent accunt t Lcal Administratr grup and then SP2010ReplicatrListener.exe will install the assembly autmatically under the agent accunt.) Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\System\CurrentCntrlSet\Services 8

9 Getting Started SharePint and the DcAve platfrm mdules have cmmn functinality. While sme f this shared functinality is cvered in this guide, the primary fcus f this dcument is the functinality that is specific t the DcAve mdule. Fr infrmatin n the shared functinality nt cvered in this dcument, refer t SharePint Help. Refer t the sectins belw fr imprtant infrmatin n getting started with Replicatr. Launching Replicatr T launch Replicatr and access its functinality, fllw the instructins belw. 1. Lg in t DcAve. If yu are already in the sftware, click the DcAve tab. The DcAve tab displays all mdules n the left side f the windw. 2. Click Administratin t view the Administratin mdules. 3. Click Replicatr t launch this mdule. Figure 1: DcAve mdule launch windw. 9

10 User Interface Overview After clicking Replicatr, the Replicatr user interface launches with the Hme tab active. Figure 2: Replicatr user interface. 1. The ribbn shws the available actins fr Replicatr. 2. The wrkspace shws explanatins and the cntent that is used during the cnfiguratin f actins perfrmed in DcAve prducts. 10

11 Basic Steps t Cnfiguring and Creating Replicatr Jbs The fllwing are the rder f steps required t cnfigure and create a Replicatr jb: 1. Perfrm pre-replicatr jb cnfiguratins: Cnfiguring the Replicatr Database (mandatry) Cnfiguring Devices and Setting Up Strage Plicies (nly necessary if backing up envirnment befre Replicatin) Cnfiguring Mapping Settings (ptinal) Outging Server Settings (ptinal) 2. T run an Online Replicatr jb: Cnfiguring Netwrk Cntrl (ptinal) Cnfiguring Byte-Level Settings (Byte-Level Replicatin Only)(ptinal) Setting Up Online Prfiles (ptinal) Building an Online Replicatr Plan (mandatry) 3. T run an Offline Replicatr jb: Setting Up an Exprt Prfile (mandatry) Setting Up an Imprt Prfile (mandatry) Building an Offline Replicatr Plan (mandatry) 11

12 Pre-Replicatr Jb Cnfiguratins The sectins belw detail the cnfiguratins needed prir t setting up a Replicatr jb. Cnfiguring the Replicatr Database In rder t use Replicatr, yu must cnfigure a dedicated Replicatr database in SQL fr every farm that will be using Replicatr. A Replicatr database stres the jb data fr each farm. After cnfiguring the Replicatin database fr a farm, this farm will be available in Replicatr and can act as either the surce r destinatin. 1. On the Hme tab, click Replicatr Database in the Settings grup. 2. Select the farm that will be using Replicatr and click Cnfigure in the Manage grup n the ribbn, r click the icn t select Cnfigure in the Farm clumn. The Cnfigure Replicatr Database page appears. 3. Cnfigure the fllwing settings fr the database that will stre replicatin jb data: a. Agent Grup Select the default Agent grup r select a previusly-cnfigured Agent Grup frm the drp-dwn list. If desired, click New Agent Grup t create a new ne. Fr details n Agent Grups, refer t the DcAve 6 Cntrl Panel Reference Guide. b. Cnfigure Replicatr Database Replicatr supplies a default Database Server and Database Name. If desired, enter a new database server and database name in the crrespnding fields. If the database des nt exist, DcAve creates a database using the specified name. Hwever, AvePint recmmends that yu use the default database fr mst instances. c. Authenticatin Select the authenticatin mde fr the Replicatr database. If yu select SQL authenticatin, yu must als prvide the necessary infrmatin in the Accunt and Passwrd fields. Validate the SQL database accunt by clicking Validatin Test. Failver Database Server Specify a failver database server. In the event that the Replicatr database cllapses, yu can transfer the data stred in the Replicatr database t this standby database. d. Advanced Click Advanced t specify a Replicatr database by entering a cnnectin string directly. Select the Edit cnnectin string directly checkbx t activate this feature, and then enter the cnnectin string accrding t the examples listed in the left pane. If yu select the Edit cnnectin string directly checkbx, yu nly need t specify an Agent Grup fr the Replicatr database; the ther settings abve Advanced are nt required. 4. Click OK t finish and save the cnfiguratin. 12

13 5. If using Replicatr n mre than ne farm, repeat the prcedure abve n each farm as well. 6. T view a cnfigured Replicatr database s details, select the farm and click View Details in the Manage grup. A summary page appears where yu can view detailed infrmatin such as Agent Grup, Database Server, Database Name, and Authenticatin. Cnfiguring Devices and Setting Up Strage Plicies In rder t perfrm a backup f the envirnment prir t a Replicatr jb, it is necessary t first cnfigure ne r mre physical devices and then set up a strage plicy. If yu are nt backing up yur envirnment prir t running a Replicatr jb, this step is nt necessary. *Nte: Replicatr nly supprts Net Share strage devices. In additin, DcAve has the ability t treat multiple strage devices as a single lgical unit when saving backup data. This is especially useful fr very large Replicatr plans, as many small drives can be cmbined. Therefre, define a lgical drive nly when yu want t back up the envirnment befre replicatin. Fr instructins n defining devices and setting up strage plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Cnfiguring Mapping Settings Befre perfrming a replicatin jb, yu may want t define the Dmain Mapping, User Mapping, and Language Mapping settings. Dmain Mapping Use dmain mapping if, in the destinatin nde, yu wish t change (in metadata fields) a surce dmain name. During replicatin, Replicatr changes the surce dmain name in the destinatin nde accrding t yur specified dmain name. T access Dmain Mapping, click Hme tab > Prfile Settings in the Prfile Manager grup > Mappings in the Settings grup > Dmain Mapping. The Cntrl Panel appears. Fr specific instructins n setting up dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. User Mapping Use user mapping if, in the destinatin nde, yu wish t change (in metadata fields) an existing surce nde username. During replicatin, Replicatr replaces the surce username in metadata fields with yur specified username in the destinatin nde metadata fields. 13

14 T access User Mapping, click Hme tab > Prfile Settings in the Prfile Manager grup > Mappings in the Settings grup > User Mapping. The Cntrl Panel appears. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Language Mapping Use language mapping t display the destinatin cntent in a language that is different frm the surce cntent language after the plan has been executed. T access Language Mapping, click Hme tab > Prfile Settings in the Prfile Manager grup > Mappings in the Settings grup > Language Mapping. The Cntrl Panel appears. Fr specific instructins n setting up language mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. By default, the default language mapping is disabled. If the language in the destinatin envirnment is the same as the language in the surce envirnment, AvePint replicates the surce data t the destinatin using the surce language. If the language in the destinatin envirnment is different frm the language in the surce envirnment, yu must enable the default language mapping t successfully replicate the surce data t the destinatin. Navigate t \AvePint\DcAve6\Agent\data\SP2010\Replicatr. Open the SP2010Replicatr.xml cnfiguratin file with Ntepad. Then, find the element SupprtDefaultLanguageMapping="False" and mdify the value t True. The surce data will nw be replicated t the destinatin using the destinatin language. If the destinatin nde is a manually-entered nde and the destinatin envirnment has language package (which means the system language and the SharePint language are different), and the default language mapping is disabled, the surce data is replicated t the destinatin using the surce language. If the default language mapping is enabled, the surce data is replicated t the destinatin using the language f the data string that is firstly retrieved by the destinatin DcAve Agent. Outging Server Settings Cnfigure utging t track the status f services r jbs. This is dne thrugh the Cntrl Panel. Fr instructins n setting up utging server settings, refer t the DcAve 6 Cntrl Panel Reference Guide. Enabling One-Way Pull Use ne-way pull replicatin when a pr cnnectin exists between the DcAve Manager and yur data surce. T perfrm a ne-way pull replicatin jb, yu must first enable the feature by cmpleting the fllwing steps: 14

15 1. G t the Hme page. In the Settings grup, click One-way Pull. The One-way Pull page appears. 2. Select the Enable ne-way pull checkbx t enable ne-way pull replicatin. 3. Click OK t save the changes. 15

16 Cnfiguring Online Replicatr Settings An Online Replicatr plan replicates cntent, cnfiguratins, securities, and users frm ne SharePint lcatin t anther, either acrss the same nline farm r acrss multiple nline farms. While it is theretically pssible t run an Online Replicatr jb withut cnfiguring the settings described in the sectins belw, AvePint strngly recmmends that yu cnfigure these settings t ensure apprpriate cntent management during replicatin. See the sectins belw fr instructins n cnfiguring Replicatr fr nline jbs. Cnfiguring Netwrk Cntrl Cnfigure the Netwrk Cntrl feature t ptimize yur replicatin jb by making full use f netwrk resurces during the replicatin. Fr example, replicating a massive amunt f data may affect netwrk perfrmance. In this case, use Netwrk Cntrl t set the starting time f the replicatin jb t be during nn-wrking hurs. If a large replicatin jb must be perfrmed during wrking hurs, set up a bandwidth limit fr the jb t minimize the impact n the netwrk. Additinally, yu can set up a cnnectin retry fr the replicatin jb in the event that the jb fails due t a netwrk utage. 1. On the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. In the Settings grup, click Netwrk Cntrl. The Netwrk Cntrl pp-up windw appears. 2. Frm the Manage grup, click Create. Cnfigure the fllwing settings fr the netwrk cntrl: a. Prfile Name Enter a name fr the prfile, and add an ptinal descriptin. b. Run During Specify the jb s data transfer rate during wrking hurs and nn-wrking hurs and select crrespnding unit (KB/Secnd r MB/Secnd). AvePint recmmends that yu use a lwer speed during wrking hurs and a higher speed during nnwrking hurs. c. Define Wrk Schedule Specify the wrking hurs by selecting the daily wrking hurs and the wrking days. d. Cnnectin Retry Specify a Retry delay and the units. Then, enter the number f retry attempts. *Nte: If a netwrk cntrl prfile is applied, the surce DcAve Agent tries t recnnect t the destinatin DcAve Agent fr thirty minutes. After thirty minutes, the surce DcAve Agent stps recnnecting and Replicatr des nt replicate the data in the mapping until a netwrk cnnectin is available. 16

17 *Nte: If yu d nt chse t use a netwrk cntrl prfile, by default Replicatr attempts t re-cnnect every three secnds until the cnnectin is available. 3. Click OK t save the settings. The prfile is nw listed in the Netwrk Cntrl page. On this page yu can select a specific prfile, click Edit t mdify the cnfiguratins, r click Delete t remve the prfile. Cnfiguring Byte-Level Settings (Byte-Level Replicatin Only) If yu re Perfrming a Byte-level Replicatin, AvePint recmmends that yu cnfigure byte-level settings fr each farm. These settings define snapsht retentin time, data size limits, and the lcatin t stre the riginal and cnstructive data fr Byte-level replicatin. 1. On the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. In the Settings grup, click Byte-level Settings. The Byte-level Settings windw appears. 2. All farms cnfigured fr Replicatr are listed. Select the farm t which yu want t apply this feature, and click Cnfigure in the Manage grup. The Cnfigure Byte-level Settings page appears. Cnfigure the fllwing settings: a. Cnfigure Snapsht Settings Specify a retentin time perid fr the snapsht t be stred and specify the Data size limit. When the entered retentin time expires, the snapsht is autmatically deleted. Nte that byte-level replicatin is effective nly if the selected data size t be transferred is larger than the Data size limit. b. Path Enter the UNC path in the frmat \\admin-pc\c$\... r \\admin-pc\shared flder, and then define the Username and Passwrd t set up access t the path that will stre the snapsht. *Nte: The path yu specify must be an existing ne. 3. Click OK t save the settings and return t the Byte-level Settings interface. 4. T view a farm s cnfigured byte-level settings, click View Details in the Manage grup. A summary page appears where yu can view the byte-level settings yu cnfigured fr the selected farm, including the snapsht settings and path infrmatin. *Nte: Byte-level replicatin can nly be applied between tw farms that have Byte-level Settings cnfigured n them. Als, the specified paths must be different in rder t ensure Byte-level replicatin perfrms prperly. The Byte-level settings fr the surce farm will take effect during the replicatin. Setting Up Online Prfiles Use the Online Prfile t specify and define numerus settings including Replicatin Optins, Cnflict Optins, Filter Optins, Mapping Optins and Advanced Optins. Fllw the instructins belw t create an Online Prfile. 17

18 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings windw appears with the Online Mapping settings. 2. Frm the Prfile Settings tab, in the Optins grup, ensure Online Prfile is highlighted. 3. Frm the Prfile Settings tab, under the Prfile/Sub-prfile Management grup, click New. 4. Enter a prfile name in the pp-up windw and click OK. 5. In the sub-prfiles pane n the left, select the Replicatin Optins. Fr details abut this sectin, refer t Replicatin Optins. 6. In the sub-prfiles pane n the left, select the Cnflict Optins. Fr details abut this sectin, refer t Cnflict Optins. 7. In the sub-prfiles pane n the left, select the Filter Optins. Select a filter plicy frm crrespnding drp-dwn list. If there is n existing filter plicy, click New Filter Plicy t create a new ne. Fr detailed infrmatin abut creating a filter plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. 8. In the sub-prfiles pane n the left, select the Mapping Optins. Select the language mapping, user mapping and dmain mapping frm crrespnding drp-dwn lists. Fr detailed infrmatin abut the three mappings, refer t the DcAve 6 Cntrl Panel Reference Guide. 9. Cnfigure the Advanced Optins: a. Select an ptinal Data Cmpressin setting. Select the Cmpressin checkbx t enable data cmpressin, and then chse a cmpressin level using the slider. A lw cmpressin level results in a faster cmpressin rate but a larger data set, while a high cmpressin level results in a slwer cmpressin rate but a smaller, better quality data set. Nte that small data sets cause slwer jb executin times. b. Select the Encryptin checkbx (ptinal) t enable data encryptin. Nte that encrypting data causes slwer jb executin times. If yu enable data encryptin, select a previusly-cnfigured security prfile r a prvided default security prfile frm the drp-dwn list. Fr mre details n setting up a security prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. c. Backup Envirnment Befre Replicatin Select this ptin t back up the envirnment befre the replicatin. Select a strage plicy frm crrespnding drpdwn list fr the backup jb. Fr details regarding strage plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. Backing up befre replicatin enables yu t revert the destinatin envirnment back t the riginal envirnment (the envirnment befre the replicatin). d. Cncurrent Threads Specify the number f threads t run in the same mapping at a time. This number shuld be a reasnable ne based upn yur cmputer system cnfiguratin. If the number yu select is t high, this may be a drain n system resurces. The default and recmmended number is 2. The minimum unit fr the 18

19 cncurrent thread is subsite; if the mapping level is list level r flder level, it nly starts ne thread. Fr example, the screensht abve is the surce structure. There is a replicatin jb n the Web applicatin level frm surce t destinatin. If the Cncurrent Threads value is 2, it replicates tw sites simultaneusly, in randm rder, during a replicatin jb. Please nte subsite Site4, Site5, r Site6 can be replicated nly when their parent site (Site1 r Site3) is replicated. e. Netwrk Cntrl Select a netwrk cntrl prfile frm the drp-dwn list t ptimize yur replicatin efficiency. Fr details regarding this feature, refer t Cnfiguring Netwrk Cntrl. f. Enable Byte-level Chse whether r nt t enable byte-level replicatin, which replicates the updated data. If yu chse Yes, Cnfiguring Byte-Level Settings (Byte- Level Replicatin Only) is required. Fr detailed instructins, refer t Cnfiguring Byte- Level Settings (Byte-Level Replicatin Only). 10. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins that were made t the current prfile. Replicatin Optins Replicatin Optins allw yu t cnfigure which security settings (frm site cllectin level dwn t item level), cnfiguratin settings (frm site cllectin level dwn t list level), and cntent can be replicated. Set up a sub-prfile fr Replicatin Optins by the fllwing steps. 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings windw appears with the Online Mapping settings. 2. Frm the Prfile Settings tab, in the Optins grup, ensure Online Prfile is highlighted. 3. Click Replicatin Optins n the left-hand panel, and frm the Prfile Settings tab, under the Sub-prfile grup, click Edit Sub-prfile t make the Replicatin Optins field active. 19

20 4. Frm the Prfile Settings tab, under the Prfile/Sub-prfile Management grup, click New. 5. Enter a prfile name in the pp-up windw and click OK. 6. Click the Security tab. If yu want t replicate surce security t the destinatin, select the Replicate security checkbx, and then select which securities yu want t replicate. All surce securities yu select are replicated t the destinatin. Site Cllectin Level User, Grups. As all cnfiguratins fr site cllectin are saved in the rt site, yu must als select the ptins under Site level if yu wish t replicate the site cllectin level security prperly. Site Level Users, Grups, Permissin levels, Site permissin. Permissin levels enable yu t replicate custmized permissin levels frm the surce t the target prperly. List Level Users, Grups, List permissin. Flder Level Users, Grups, Flder permissin. Item Level Users, Grups, Item permissin. *Nte: Ensure that the surce s parent (alng with its security settings) is either being replicated with the surce r is already replicated t the destinatin. This ensures that the permissin fr the surce can be replicated prperly. Otherwise, Replicatr nly replicates the value f the metadata (such as Mdified by, Created by, etc.) t the destinatin. Receive security changes frm data destinatin (in tw-way replicatin) The security changes in the destinatin are merged with the surce in rder t maintain the cnsistency f security in the surce and destinatin. This selectin nly supprts twway replicatin. Enable sync deletins fr users and grups Synchrnusly deletes users and grups n ne side based n the deletins made n the ther side. In ne way replicatin, this ptin deletes users and grups n the destinatin based n the deletins made n the surce. In tw way replicatin, if yu als select Receive security changes frm destinatin (in tw-way replicatin), this feature deletes users and grups n ne side based n the deletins made n the ther side. If yu d nt select Receive security changes frm destinatin (in tw-way replicatin), the deletins n destinatin cannt be synced t the surce. Include users and grups withut permissin(s) Chse whether t replicate grups that dn t have permissins frm the surce t the destinatin. Enable sync deletins fr permissins and permissin levels When yu run an incremental replicatin jb and select the Enable sync deletins fr permissins and permissin levels ptin, the deletins fr permissins and permissin levels will als be synchrnized frm the surce t the destinatin. 20

21 7. Click the Cnfiguratin tab. Chse whether t Replicate cnfiguratin. If yu want t replicate the surce cnfiguratin t the destinatin, select check the Replicate cnfiguratin checkbx, and then select the cnfiguratins yu want t replicate. Site Cllectin Level Site cllectin features and prperties, Site cllectin search scpes, and search keywrds. Site Level Site features and prperties, Site clumn and cntent type, Navigatin and quick launch, Site template and list template, Web parts, page layut, master pages and ther hidden lists. *Nte: When replicating Web parts, the dependency is als replicated t the destinatin. Web parts and the dependent libraries r lists will keep cnsistent after the replicatin jb. If a Web part and the dependent library/list are in the same library r list, perfrm at least a list level replicatin jb. Otherwise, perfrm at least a site level replicatin jb. If a Site clumn and cntent type with the same name as the surce already exists in destinatin, Replicatr verwrites the clumn in the destinatin. Hidden lists are lists that cannt be viewed in the All Site Cntent page (such as the lists used t save the site template and list template, Web parts, page layut, master pages, and the lists that are hidden by the users). *Nte: By default, the reginal settings f the surce SharePint site are nt replicated t the destinatin. T replicate the reginal settings, navigate t \AvePint\DcAve6\Agent\data\SP2010\Replicatr. Open the SP2010Replicatr.xml cnfiguratin file with Ntepad. Then, find the element ReplicateWebReginalSetting="False" and mdify the value t True. List Level List settings, List alerts, Persnal views, Public views. In rder t use the List alerts in destinatin prperly, the Web Applicatin Outging Settings fr the specified destinatin Web applicatin must be cnfigured befre running the Alerts replicatin jb. If there is a persnal view with the same name as the surce fr ne user, Replicatr merges the view settings frm the surce t the destinatin. If there is a public view with the same URL as the surce, the destinatin riginal public view is verwritten by surce public view. *Nte: Replicatr can nly activate the features in destinatin site cllectin. If ne feature is active in the surce and inactive in the destinatin, after the replicatin jb, this feature in destinatin is activated. But if ne feature is inactive in the surce and active in the destinatin, after the replicatin jb, this feature is still activated in the destinatin. *Nte: Make sure that at least ne feature exists bth in the surce and in the destinatin. If ne feature nly exists in the surce, Replicatr des nt install this feature. It is necessary t manually install the feature n the destinatin befre running 21

22 the replicatin jb r use DcAve Deplyment Manager t deply the surce structure t destinatin directly. Receive cnfiguratin changes frm data destinatin (in tw-way replicatin) The cnfiguratin changes in the destinatin are merged t the surce in rder t maintain the cnsistency f cnfiguratin settings in the surce and destinatin. Deal with the item-dependent clumn and cntent types Chse whether t replicate the item-dependent clumns and cntent types when yu want t replicate all default cnfiguratins. If yu chse Replicate the item-dependent clumns and cntent types t maintain item integrity, specify a cnflict reslutin: D nt replicate the clumns and cntent types, r the crrespnding items r Overwrite the clumns and cntent types frm the drp-dwn list t handle cnflicts. Yu can als chse D nt replicate the item-dependent clumns r cntent types. Reprt the items if the crrespnding clumn r cntent type is nt fund in destinatin. 8. Click the Cntent tab. Chse whether t replicate Wrkflw, User Prfiles, and Metadata Service. If yu want t replicate them frm the surce t destinatin, select the Replicate cntent checkbx, and then select the cntent yu want t replicate. Wrkflw Select the Include wrkflw definitin t replicate the definitin f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. Select Include wrkflw instances t replicate the instance f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. With Include wrkflw instance selected, Include cmpleted wrkflw instances is mandatry and Include running wrkflw instances is ptinal. If yu select t replicate the running wrkflw instance, yu can further chse Cancel wrkflws after the replicatin r Restart wrkflws frm 0% after the replicatin t define the status f wrkflws after the replicatin jb.. User Prfiles Select whether r nt t replicate the user prfiles t destinatin. *Nte: This feature nly wrks fr site cllectin and Web applicatin level replicatin jbs. The User Prfile Service Applicatin fr bth the surce and destinatin must already be created. If the replicatin jb is acrss different agents, it is recmmended setting up the user mapping fr the surce user wh has a user prfile in User Prfile Service Applicatin. Metadata Service If yu select Replicate metadata service and d nt select Replicate the related terms nly, all f the metadata service terms will be replicated; if yu select bth Replicate metadata service and Replicate the related terms nly, nly the currently-used metadata service terms will be replicated. Receive deletins frm data destinatin Deletins in the data destinatin are merged t the data surce in a tw-way replicatin jb in rder t maintain the cnsistency f surce and destinatin. *Nte: By default, real cntent externalized by Strage Manager/Cnnectr is replicated t the destinatin and is stred in the database f the destinatin SharePint envirnment, which can be accessed directly after the jb. If yu d nt wish t replicate this real cntent t the 22

23 destinatin, navigate t \AvePint\DcAve6\Agent\data\SP2010\Replicatr\ SP2010Replicatr.xml and mdify the value f BackupExtenderOrCnnectrData attribute t False. Then, bth the stubs and the real cntent will nt be replicated t the destinatin. 9. Click Save t save the sub-prfile. Alternatively, click Save as and enter a sub-prfile name t save it as anther sub-prfile. Select Save and replace existing prfile t replace the riginal sub-prfile. Otherwise, it is saved withut remving the riginal sub-prfile. Click Discard Changes t clear all the mdificatins that were made t the current sub-prfile. Cnflict Optins Use the Cnflict Optins sub-prfile feature t define what actins Replicatr takes if the Cnfiguratin r Cntent bjects in the surce are the same as the nes in the destinatin. T set up a sub-prfile fr Cnflict Optins: 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings windw appears with the Online Mapping settings. 2. Frm the Prfile Settings tab, in the Optins grup, ensure Online Prfile is highlighted. 3. Frm the Prfile Settings tab, under the Prfile/Sub-prfile Management grup, click New. 4. Enter a prfile name in the pp-up windw and click OK. 5. Click Cnflict Optins n the left-hand panel and click the Cnfiguratin tab t define hw Replicatr will handle cnfiguratin cnflicts. Cnflict Reslutin Chse hw t handle a cnflict between the surce and destinatin. Data surce always wins regards the changes n the surce as valid and changes n the destinatin as invalid if there is a cnflict. Data destinatin always wins cnsiders the changes n the destinatin as valid and the changes n the surce as invalid if there is a cnflict. *Nte: This cnfiguratin cnflict nly ccurs during tw-way replicatin. Cnflict Actin Chse a methd t handle the cnflicting data. Skip ignres the cnflicting data and perfrms n actin n the surce and destinatin, while Overwrite replicates the cnflicting data t the surce/destinatin based n the cnflict reslutin rule selected in Cnflict Reslutin. Nte that this setting nly applies t cnfiguratin, nt Security settings r User Permissins. *Nte: If the destinatin site cllectin is Cntent Type Hub, selecting Overwrite t handle a cnflict verwrites the destinatin cntent type with the surce cntent type. If this ccurs and yu publish the destinatin cntent type, all ther site cllectins that used this cntent type will be affected. 6. Click the Cntent tab t define hw Replicatr will handle cntent cnflicts. Cnflict Reslutin Chse hw t handle a cnflict between the surce and destinatin. 23

24 Data surce always wins regards the changes n the surce as valid and changes n the destinatin as invalid if there is a cnflict. Data destinatin always wins cnsiders the changes n the destinatin as valid and the changes n the surce as invalid if there is a cnflict. Item with latest mdificatin time wins regards the changes within an item/file with the mst recent mdified time as valid if there is a cnflict with an item/file. Item with higher versin number wins lks upn the changes f an item/file whse versin is higher as the valid ne if there is a cnflict in item/file. Rearrange the rder f cnflict reslutins by selecting relevant number frm the Order drp-dwn list t mdify the pririty f cnflict reslutins. Cnflict Actin Chse a methd t handle the cnflicting data. Skip ignres the cnflicting data and perfrms n actin n the surce and destinatin. Overwrite replicates the cnflicting data t the surce/destinatin based n the cnflict reslutin rule that is selected in Cnflict Reslutin, while Manual cnflict reslutin mves cnflicting cntent t a flder that is generated autmatically during the replicatin within the parent flder in which the cntent shuld have been replicated. The cnflict flder is named _ReplicatinCnflicts_. Cnflict Ntificatin Select a reprt recipient frm the drp-dwn list wh will receive the cnflict reprt in case f a cnflict and input relevant parameters if necessary and click Add. If select Address, input an address which yu want t receive the cnflict reprt. If select User Clumn, input the user r grup f persn and grup clumn in SharePint. *Nte: Ensure the Cnflict Reslutin setting is apprpriate fr yur particular deplyment. Imprper cnfiguratin can lead t unintended verwriting f cntent. 7. Click Save t save the sub-prfile. Alternatively, click Save as and enter a sub-prfile name t save it as anther sub-prfile. Select Save and replace existing prfile t replace the riginal sub-prfile. Otherwise, it is saved withut remving the riginal sub-prfile. Click Discard Changes t clear all the mdificatins that were made t the current sub-prfile. 24

25 Cnfiguring Offline Replicatr Settings An Offline Replicatr plan replicates cntent, cnfiguratins, securities, and users frm ne ffline SharePint lcatin t anther ffline lcatin. While it is theretically pssible t run an Offline Replicatr jb withut cnfiguring the settings described in the sectins belw, AvePint strngly recmmends that yu cnfigure these settings t ensure apprpriate cntent management during replicatin. See the sectins belw fr instructins n cnfiguring Replicatr fr ffline jbs. Setting Up an Exprt Prfile Create an Exprt Prfile t cnfigure replicatin exprt ptins, filter ptins, and ther advanced ptins. 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. 2. In Optins grup, click Exprt Prfile. 3. In the Prfile/Sub-prfile Management grup, click New. 4. Enter a prfile name in the pp-up windw and click OK. 5. Select the Replicatin Optins. Fr details abut this sectin, refer t Replicatin Optins. *Nte: The fllwing settings supprted in Online Prfile are nt available in Exprt Prfile: Receive security changes frm data destinatin (in tw-way replicatin), Enable sync deletins fr users and grups, and Enable sync deletins fr permissins and permissin levels in the Security tab; Receive cnfiguratin changes frm data destinatin (in tw-way replicatin) and Deal with the item-dependent clumn and cntent types in the Cnfiguratin tab; Receive deletins frm data destinatin in the Cntent tab. 6. Click Filter Optins frm the panel n the left. If there is n existing filter plicy, click New Filter Plicy t create ne. Fr details abut creating a filter plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. 7. Click Advanced Optins frm the panel n the left. Select an ptinal Data Cmpressin setting. Select the Cmpressin checkbx t enable data cmpressin, and then chse a cmpressin level using the slider. A lw cmpressin level results in a faster cmpressin rate but a larger data set, while a high cmpressin level results in a slwer cmpressin rate but a smaller, better quality data set. Nte that small data sets cause slwer jb executin times. Select the ptinal Differential data cmpressin checkbx t generate and cmpress differential data (differences between the current backup data and the data in cache flder) t reduce the size f exprted data. 25

26 *Nte: T use this functin, yu must install the Remte Differential Cmpressin feature n the servers that have surce and destinatin DcAve Agents installed. On these servers, navigate t Server Manager > Features > Add Features, and add the desired feature. *Nte: If yu select the differential data cmpressin feature, the data cmpressin feature will nt take effect even thugh the Cmpressin checkbx is selected. Select the Encryptin checkbx (ptinal) t enable data encryptin. Nte that encrypting data causes slwer jb executin times. If yu enable data encryptin, chse a previusly-cnfigured security prfile r the prvided default security prfile frm the drp-dwn list. Fr mre details n setting up a security prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. 8. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Setting Up an Imprt Prfile Create an Imprt Prfile t cnfigure replicatin imprt ptins, cnflict ptins, and ther advanced ptins. 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Manager tab appears. 2. In Optins grup, click Imprt Prfile. 3. In the Prfile/Sub-prfile Management grup, click New. 4. Enter a prfile name in the pp-up windw and click OK. 5. Click Replicatin Optins frm the left-hand pane t decide hw t deal with the itemdependent clumns and cntent types. If yu chse Replicate the item-dependent clumns and cntent types t maintain item integrity, specify a cnflict reslutin fr dependent items D nt replicate the clumns and cntent types, r the crrespnding items r Overwrite the clumns and cntent types frm the drp-dwn list t handle cnflicts. Yu can als chse D nt replicate the item-dependent clumns r cntent types. Reprt the items if the crrespnding clumn r cntent type is nt fund in destinatin t deal with the item-dependent clumns and cntent types. 6. Select the Cnflict Optins. Fr details abut this sectin, refer t Cnflict Optins. 7. Click Mapping Optins frm the panel n the left t select yur Language, User, and Dmain mapping. Fr details abut these mapping ptins, refer t the DcAve 6 Cntrl Panel Reference Guide. 26

27 8. Click Advanced Optins frm the left-hand panel t chse whether t back up envirnment befre replicatin. Backup Envirnment Befre Replicatin Select this ptin t back up the data surce r data destinatin cntent befre the replicatin. Select a strage plicy frm crrespnding drp-dwn list fr the backup jb. Fr details regarding strage plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. Backing up befre replicatin enables yu t revert the surce r destinatin envirnment back t the riginal envirnment (the envirnment befre the replicatin). 9. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Building an Online Replicatr Plan An Online Replicatr plan replicates cntent, cnfiguratins, securities, and users frm ne SharePint lcatin t anther, either acrss the same nline farm r acrss multiple nline farms. T build an Online Replicatr plan, cmplete the fllwing steps: 1. Frm the Hme tab, in the Plan Management grup, click Online Replicatr. 2. In the Surce pane, click the farm name t expand the data tree. Select the nde whse data yu wish t replicate. If wrking with a large envirnment, enter the keywrd f the nde (fr example, site URL, site title, r site/list/item name) int the Input Keywrd text bx t search fr the desired nde. As yu type, this will search ut the nde nly t the expanded level that cntains the ndes that matches the character entered. Yu can nly search ut the ndes whse name is displayed within the currently expanded tree. Right-click the specified nde, and select Shw Other Mappings. The Shw ther mappings page appears and the assciated nde mappings will be displayed. Select the surce nde by checking the crrespnding radi buttn. 3. In the Destinatin pane, click the farm name t expand the data tree. Select t where yu will imprt the replicated data. If wrking with a large envirnment, enter the keywrd f the nde (fr example, site URL, site title, site/list/item name) int the Input Keywrd text bx t search fr the desired nde. As yu type, this will search ut the nde nly t the expanded level which cntains the ndes that matches the character entered. Right-click the specified nde, and select Shw Other Mappings. The Shw ther mappings page appears and the assciated nde mappings will be displayed. Select the destinatin nde by clicking the crrespnding radi buttn. Yu can als create a new site cllectin, site, list, r flder by entering the specified name and 27

28 clicking Create Cntainer. Fr details n creating cntainers, refer t the Creating Cntainers sectin f this guide. *Nte: Make sure that the surce nde and the destinatin nde are in the same versin SharePint. If the site in SharePint 2013 is a SharePint 2010 mde site, it can nly be replicated t the same mde site. 4. Select an nline prfile frm the Add t Queue with prfile drp-dwn list. Fr instructins, refer t Setting Up Online Prfiles. 5. Click Add t Queue t add this mapping t the Queue; the Queue Tls tab is enabled. 6. T add additinal mappings t the Queue: In the Queue sectin, select a mapping and cnfigure the selected mapping. Frm the Queue Tls tab, in the Cntinue grup, click Add New Mappings. The Hme tab becmes active; fllw steps 2 thrugh 5 abve t create and add a new replicatin mapping. *Nte: Click Delete n the ribbn t remve a selected mapping. 7. T edit selected mappings in the Queue sectin, select peratins frm the Queue Tls tab > Manage Queue grup. Mapping Type Select a mapping type fr the selected mappings. One way ( ) nly replicates data frm surce t destinatin, while Tw way ( ) perfrms dual replicatin between the surce and destinatin; this means that data in the surce is replicated t the destinatin and data in the destinatin is replicated t the surce. One-way pull ( destinatin). ) replicates the data frm destinatin (data surce) t surce (data *Nte: The ne-way pull ptin is nly available when yu enable ne-way pull. Fr mre infrmatin abut hw t enable ne-way pull, refer t Enabling One-Way Pull. Prfile Chse an nline prfile frm the drp-dwn list fr the selected mappings. Fr instructins, refer t Setting Up Online Prfiles. Real-Time Chse whether r nt t enable real time replicatin fr the selected mappings. If yu enable this ptin, select the detailed cntents fr which yu want t enable real time replicatin. Fr detailed supprted Real-Time events, refer t 28

29 Appendix E Real-Time Events. Surce Agent Grup Select an Agent Grup fr the selected mappings frm the drpdwn list. Fr details regarding creating an Agent Grup, refer t DcAve 6 Cntrl Panel Reference Guide. Enable Mapping Chse whether r nt t enable the selected mappings in the plan yu wish t create. *Nte: Mappings that are applied n the same plan must be using the same surce farm. 8. Click Save As a Plan t save the settings as a plan. The Save As a Plan windw appears. Cnfigure the fllwing settings. Plan Name Enter a name fr the plan, and add an ptinal descriptin. Schedule Chse whether r nt t use a schedule. N Schedule The plan is nt run n any schedule and must be initiated manually. Cnfigure the schedule myself Cnfigure a custmized schedule, and run the plan by schedule. Click Add Schedule and the Add Schedule windw pps up. Optins Chse the replicatin mde, Full Replicatin r Incremental Replicatin. Full Replicatin replicates all f the surce cntent t the destinatin, while Incremental Replicatin nly replicates the mdified cntent (Add, Delete, and Mdify) since last incremental r full replicatin. If selecting Incremental Replicatin, the fllwing ptins cme enabled. Mdificatins Chse whether r nt t replicate the mdificatins since last jb. Deletins Chse whether r nt t replicate the deletins since last jb. Reference Time Chse whether t replicate cntents created r mdified at a specified interval. If yu chse t use a reference time, specify the time t replicate cntents created r mdified. Enter an integer int the textbx and select Minute(s), Hur(s), r Day(s) frm the drp-dwn list. *Nte: It is recmmended specifying a reference time when the recurrence schedule cnfigured in Range f Recurrence is End after 1 ccurrence. *Nte: Fr the surce files and items, if nly the permissins are mdified in the replicatin jb, then nly the permissins are replicated t the destinatin, and the current file versin r item versin is nt replicated. 29

30 Schedule Type Select a recurring schedule, Minute(s), Hur(s), Day(s), Week(s), r Mnth(s) frm the drp-dwn list. Schedule Settings Specify the frequency at which yu run the rerunning schedule. Enter the required infrmatin accrding t the selected schedule type. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. Click OK t save the settings. After cnfiguring the schedule fr this replicatin jb, click Calendar View t view the jb in a calendar view. Ntificatin - Allws yu t chse the type f ntificatin reprt, and designate which DcAve user will receive an ntificatin reprt when a certain triggering event ccurs. Select a Ntificatin Prfile yu previusly created frm the drp-dwn menu. Click View beside the drp-dwn menu t view details f the Ntificatin Prfile r click New Ntificatin Prfile frm the drp-dwn menu. Fr infrmatin n creating a Ntificatin Prfile, see the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Add the plan t ne r mre plan grups t manage multiple plans with cmmn settings. Select a plan grup yu previusly created frm the drpdwn menu r click New Plan Grup frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a plan grup, see the DcAve 6 Cntrl Panel Reference Guide. 9. When finished cnfiguring the plan, select ne f the fllwing ptins: Click OK t save the plan yu have cnfigured. Click OK, then select OK and Run Nw t save the plan and execute it right away. The Run Nw interface appears. In the Optins sectin, cnfigure the fllwing settings: Full Replicatin Replicate all f the surce cntent t the destinatin Incremental Replicatin Only replicate the mdified cntent (Add, Delete, and Mdify) since last incremental r full replicatin. If yu select Incremental Replicatin, cnfigure the fllwing settings: Mdificatins Chse whether r nt t replicate the mdificatins since last jb. 30

31 Deletins Chse whether r nt t replicate the deletins since last jb. Reference Time Chse whether t replicate cntents created r mdified at a specified interval. If yu chse t use a reference time, specify the time t replicate cntents created r mdified. Enter an integer int the text bx and select Minute(s), Hur(s), r Day(s) frm the drp-dwn list. *Nte: The default maximum strage time f a SharePint change lg is 60 days. If the reference time yu cnfigure is greater than 60 days, by default, DcAve nly runs an incremental replicatin fr mdificatins within 60 days. If the reference time exceeds 60 days and yu wish DcAve t run full replicatin jb, navigate t \AvePint\DcAve6\Agent\data\SP2010\Replicatr and pen the SP2010Replicatr.xml cnfiguratin file with Ntepad. Then, find the element FrceFullFrInvalidReferenceTime and mdify the value t True. *Nte: In the case where yu cpy the database frm the surce t the destinatin, and make sme changes in the surce, then yu chse t run an incremental replicatin jb frm the surce t the destinatin, nly the latest versin f the mdified bject will be replicated t the destinatin. *Nte: Fr the surce files and items, if nly the permissins are mdified in the replicatin jb, nly the permissins are replicated t the destinatin and the current file versin r item versin is nt replicated. 10. Click OK t run the jb. *Nte: If tw r mre mappings in a replicatin plan have inclusin relatinship similar t the diagram belw, the cntent in Mapping-B is nt replicated when Mapping-A is run and the cntent in Mapping-B is replicated nly when Mapping-B is run. T replicate the cntent in Mapping B by using Mapping A, Mapping-B must be deleted befre running Mapping-A. Figure 3: Example f mappings with inclusin relatinship Creating Cntainers DcAve allws yu t create cntainers in SharePint withut leaving the DcAve interface. This way yu can cntinue t perfrm cntent management tasks withut having t create all f the necessary cntainers befre using Replicatr. *Nte: Create Cntainer can be nly used t create sites, lists, and flders n the SharePint Online envirnments. 31

32 T create a cntainer, in the Destinatin pane, enter the name f a new cntainer in the available field, and then click Create Cntainer. The Create Cntainer interface will pp up. Depending n the cntainer type yu are creating. (Nte that when creating a flder, n settings need t be cnfigured, and clicking Create Cntainer at flder level will create a flder immediately.) Cnfigure the settings fr each type f cntainer as fllws: Creating a Site Cllectin Cnfigure these settings in the Create Site Cllectin page. Title and Descriptin Enter the Title f the new site cllectin, and a Descriptin fr future references. Template Selectin Select the desired language frm the Select a language drpdwn menu. Then select a site template fr this new site cllectin. Click n a tab t access the templates listed in that categry, r click n the Custm tab and select <Select Template Later > t nt chse a template upn creatin. Primary Site Cllectin Administratr Enter the Username f the primary administratr fr this site cllectin. Secndary Site Cllectin Administratr Enter the Username f the secndary administratr fr this site cllectin. Quta Template Select the strage quta template t apply t this site cllectin. Cntent Database Select the Cntent Database fr this site cllectin. Click OK t create the new site cllectin, r click Cancel t clse the Create Cntainer interface. Creating a Site Cnfigure these settings in the Create Site page. Title and Descriptin Enter the Title f the new site, and a Descriptin fr future references. Template Selectin Select the desired language frm the Select a language drpdwn menu. Then select a site template fr this new site. Click n a tab t access the templates listed in that categry. Permissins Select Use unique permissins t allw a unique set f users access t this new site. Select Use same permissins as parent site t allw the same users wh can access the parent site access t this new site. Navigatin Chse whether a link t this site appears in the Quick Launch and tp link bar f the parent site. Navigatin Inheritance Chse whether t use the tp link bar frm the parent site. Click OK t create the new site, r click Cancel t clse the Create Cntainer interface. 32

33 Creating a List/Library Cnfigure these settings in the Create List page. Object Type Chse whether yu wish t create a List r a Library. Categry Select the categry fr the new list r library. Navigatin Chse whether t a link t this library/list appears in the Quick Launch. Dcument Template (fr Library nly) Fr a new library, yu may als select the default dcument template fr new files created in this library. Dcument Versin Histry (fr Dcument Library, Frm Library and Wiki Page Library) Chse whether t create a versin each time yu edit a file in this library. Picture Versin Histry (fr Picture Library nly) Chse whether t create a versin each time yu edit a file in this picture library. Data Cnnectin Versin Histry (fr Data Cnnectin Library nly) Chse whether t create a versin each time yu edit a file in this data cnnectin library. Item Versin Histry (fr Reprt Library and Asset Library) Chse whether t create a versin each time yu edit a file in this list. Click OK t create the new list r library, r click Cancel t clse the Create Cntainer interface. Perfrming a Byte-level Replicatin In cases where there is nly a small change t the cntent (fr example, when nly the title f a file is changed), byte-level replicatin can be leveraged t transfer nly the change t the file instead f transferring the entire file. Byte-level replicatin is ptimal fr limited/pr cnnectin scenaris, pseud real-time synchrnizatin, and large file sizes. By minimizing the amunt f data transferred, Byte-level replicatin reduces the impact n bandwidth and infrastructure while ensuring cntent stays synched. *Nte: Byte-level replicatin can nly be applied between tw farms, bth f which must have bytelevel settings cnfigured. In additin, the specified paths must be different in rder t ensure the prper functin f byte-level replicatin. The Byte-level settings fr the surce farm are used during the replicatin. T perfrm byte-level replicatin, cmplete the fllwing steps: 1. Within Replicatr, cnfigure the byte-level settings. Example settings are shwn belw. Fr instructins, refer t Cnfiguring Byte-Level Settings (Byte-Level Replicatin Only). 33

34 Figure 4: Example f Byte-level settings With these example settings, the snapshts are kept fr 365 days and the byte-level replicatin is applied t any selected data whse size is larger than 200KB. In this case, as farm TECHWRITER01 is the surce, the cnfiguratin fr TECHWRITER01 is used during the replicatin. Data size limit is intended t prevent scenaris where the act f byte-level replicatin generates mre system usage verhead than the transfer f the entire file itself. 2. Set up an nline prfile. In Advanced Optins, select Yes t enable Byte-level replicatin. Fr instructins, refer t Setting Up Online Prfiles. 3. Build a full nline replicatin plan. Fr instructins, refer t Building an Online Replicatr Plan. 4. Run the replicatin jb. If the selected cntent meets the trigger cnditin, byte-level replicatin is perfrmed. Perfrming a Three-Way Replicatin Jb Use three-way replicatin in rder t keep three sites in sync with ne anther by running tw-way replicatin jb fr each mapping. Fr the prcedure belw, let s assume that we are setting up threeway replicatin fr three sites: ne in AvePint_New Yrk, ne in AvePint_Lndn, and ne in AvePint_Tyk. AvePint_New Yrk is the headquarters, s the ther tw branches must stay synced with this site. T set up and run a three-way replicatin jb, cmplete the fllwing steps: 1. Within Replicatr, set up a cnflict prfile with the settings shwn belw. Fr instructins, refer t Cnflict Optins. 34

35 Figure 5: Setting up a cnflict sub-prfile. 2. Set up a full nline prfile. Fr instructins, refer t Setting Up Online Prfiles. 3. Build a full nline replicatin plan. Fr instructins, refer t Building an Online Replicatr Plan. In ur example, there are tw mappings fr this plan: ne is between New Yrk site and the Lndn site, and the ther is between New Yrk site and the Tky site. See the image belw. Figure 6: Mappings fr three-way replicatin 4. Run a full replicatin in rder t sync the branch ffices with the headquarters. 5. Next, build an nline incremental replicatin plan. Fr instructins, refer t Building an Online Replicatr Plan. Chse fr this plan t run n a schedule, r fr the plan t run in real time. Perfrming a One-Way Pull Replicatin Jb In cases where the cnnectin between DcAve Manager and yur data surce is pr, use a ne-way pull replicatin jb. Use the ne-way pull replicatin t replicate the cntent frm the destinatin nde t the surce nde. In a ne-way pull replicatin jb, the selected destinatin nde is referred t as the data surce and the selected surce nde is referred t as data destinatin. T set up and run a ne-way pull replicatin jb, cmplete the fllwing steps: 1. Frm the Hme tab, in the Settings grup, click One-way Pull. The One-way Pull page appears. 35

36 2. Select the Enable ne-way pull checkbx t enable the ne-way pull replicatin. 3. Build a full nline replicatin plan. Fr instructins, refer t Building an Online Replicatr Plan. 4. Run the ne-way pull replicatin jb. Creating Online Replicatr Plans via Excel T add a large number f new mappings t an already-created nline Replicatr plan, it may be mre efficient t exprt the nline plans and set up the mappings via Excel while the imprt f nline plans prvides yu with the same experiences t manage the imprted plan. Exprting Online Plans T exprt nline plans, cmplete the fllwing steps: 1. Frm the Plan Manager tab, select ne f the saved nline plans. 2. In the Plan Offline Editr grup, click Exprt Online Plan. Save the exprted plan file t yur specified lcatin. The file is named accrding t the selected nline plan. Editing Exprted Online Plans T edit an nline Replicatr plan via Excel, cmplete the fllwing steps: 1. Brwse t the lcatin where yu stred the exprted plan file, and pen the file. 2. In the Excel file, add new mappings by entering r selecting the value fr the mapping settings. Plan Setting Specify a Plan Name, and an ptinal Descriptin. Mapping Setting Set up the mapping settings. Mapping Number Chse t enter the rder number fr each mapping. Mapping Type Select the mapping type frm the drp-dwn list. Real-Time Chse whether r nt t perfrm the real-time replicatin. If yu d nt want t perfrm the real-time replicatin, enter N. Otherwise, enter the elements that yu want t perfrm the real-time replicatin. Separate the elements by ; with n space befre and after it. The ten available elements are FldersOrItemsCreated; FldersOrItemsUpdated; FldersOrItemsDeleted; FldersOrItemsMved; CheckedIn; CheckedOut; ListAdded; ListDeleted; CheckedOutDiscarded; ListClumnChanged; SiteCllectinDeleted; SiteMve; SiteDelete; VersinDelete; WrkflwStart; WrkflwCmplete; UsersInGrupOrGrupsCreate; UsersInGrupOrGrupsUpdate; UsersInGrupOrGrupDelete; PermissinOrPermissinLevelCreate; PermissinOrPermissinLevelUpdate; PermissinOrPermissinLevelDelete. *Nte: VersinDelete, UsersInGrupOrGrupsCreate; UsersInGrupOrGrupsUpdate; UsersInGrupOrGrupDelete; 36

37 PermissinOrPermissinLevelCreate; PermissinOrPermissinLevelUpdate; PermissinOrPermissinLevelDelete are nly supprted fr SharePint Enable Mapping Chse whether t enable r disable the mapping frm the drp-dwn list. If yu chse t disable the mapping, this mapping will be skipped during the replicatin. Surce Enter the full path f the surce nde. Surce Web Applicatin Enter the Web applicatin URL f the surce nde. Destinatin Enter the full path f the destinatin nde. Destinatin Web Applicatin Enter the Web applicatin URL f the destinatin nde. Level Chse the level f the specified surce nde and destinatin nde frm the drp-dwn list. Prfile Enter a prfile name t specify the prfile yu want this mapping t be assciated with. Yu must make sure the prfile name yu entered already exists. Surce Farm Enter the farm name t specify the surce farm. T get the specific name f the farm yu want t chse, g t Cntrl Panel > Agent Mnitr. Surce Agent Grup Enter the Agent Grup name t specify the surce Agent Grup. T get the specific name f the Agent Grup yu want t chse, g t Cntrl Panel > Agent Grups. Destinatin Farm Enter the farm name t specify the destinatin farm. T get the specific name f the farm yu want t chse, g t Cntrl Panel > Agent Mnitr. Destinatin Agent Grup Enter the Agent Grup name t specify the destinatin Agent Grup. T get the specific name f the Agent Grup yu want t chse, g t Cntrl Panel > Agent Grups. Imprting Online Plans T imprt nline plans, cmplete the fllwing steps: 1. Frm the Plan Manager tab, in the Plan Offline Editr grup, click Imprt Online Plan. The Imprt Online Plan page appears. Imprt File Brwse t the file lcatin where yu have stred the exprted plan file. Cnflict Optins Select a cnflict ptin frm the drp-dwn list. A cnflict ccurs when the plan name in the Excel file yu are abut t imprt already exists in the Plan Manager. Skip keeps the plan in the Plan Manager and des nt imprt the Excel file; Merge adds the mappings in the Excel file t the same-named plan in the Plan Manager; Replace deletes the same plan in the Plan Manager first, and then imprts the Excel. 37

38 2. Click OK t imprt the plan t Plan Manager. 3. After the plan is successfully imprted, the jb is started, and yu can g t the Jb Mnitr t view details abut this imprt jb. Building an Offline Replicatr Plan Replicatr ffers the ability t replicate cntent frm an ffline surce t an ffline destinatin. The prcess includes setting up an exprt lcatin, exprting the data t the exprt lcatin, physically transprting the exprt lcatin t the destinatin lcatin, and then imprting the data t the destinatin lcatin. Setting up an Exprt Lcatin The exprt lcatin is an external system strage that will cntain the exprted data t be replicated. This exprt lcatin is physically transprted t the destinatin lcatin where the imprt is t be perfrmed. T set up the exprt lcatin, cmplete the fllwing steps: 1. Frm the Hme tab, in the Settings grup, click Exprt Lcatin. The Cntrl Panel Exprt Lcatin tab appears in the pp-up windw. 2. Cnfigure the exprt lcatin. Fr instructins n creating an exprt lcatin, refer t DcAve 6 Cntrl Panel Reference Guide. 3. Click OK t save the cnfiguratins. The exprt lcatin will be available in the Exprt Lcatin drp-dwn list when cnfiguring a Data Exprt. Refer t Using Data Exprt. Using Data Exprt T exprt data t an exprt lcatin in rder t perfrm an ffline replicatin, cmplete the fllwing steps: 1. Frm the Hme tab, in the Plan Management grup, click Data Exprt. 2. In the Surce pane, click the farm name t expand the data tree. Select the nde whse data yu wish t exprt. If wrking with a large envirnment, enter the keywrd f the nde (fr example, site URL, site title, r site/list/item name) int the Input Keywrd text bx t search fr the desired nde. As yu type, this will search ut the nde nly t the expanded level which cntains the ndes that matches the character entered. Select the surce nde by checking the crrespnding checkbx. 38

39 3. In the Destinatin pane, select an exprt lcatin frm the drp-dwn list. If there is n existing exprt lcatin, select New Exprt Lcatin t create a new ne. Refer t Setting up an Exprt Lcatin. 4. Select an exprt prfile frm the Add t Queue with prfile drp-dwn list and click Add t Queue. Fr instructins n setting up an exprt prfile, refer t Setting Up an Exprt Prfile. 5. T batch cnfigure selected mappings in the Queue sectin, select peratins frm the Queue Tls tab > Manage Queue grup. Prfile Click Prfile n the ribbn t activate it and the Prfile interface appears. Then select an Exprt Prfile frm the drp-dwn list fr the selected mappings. Surce Agent Grup Click Surce Agent Grup t activate it and the Surce Agent Grup interface appears. Then select an Agent Grup fr the selected mappings frm the drp-dwn list. Enable Mapping Chse whether r nt t enable the selected mappings in the plan yu wish t create. *Nte: Mappings that are applied n the same plan must use the same surce farm. 6. Click Save As a Plan t save the settings as a plan. The Save As a Plan tab appears. Cnfigure the fllwing settings. Plan Name Enter a name fr the plan, and add an ptinal descriptin. Schedule Chse whether r nt t use a schedule. N Schedule Run the plan immediately. Cnfigure the schedule myself Cnfigure a custmized schedule, and run the plan by schedule. Click Add Schedule; the Add Schedule windw pps up. Optins Chse the replicatin mde frm the drp-dwn list. Full Replicatin replicates all f the surce cntent t the destinatin, while Incremental Replicatin nly replicates the mdified cntent (Add, Delete, and Mdify) since last incremental r full replicatin. If selecting Incremental Replicatin, the fllwing ptins cme enabled. Mdificatins Chse whether r nt t replicate the mdificatins since last jb. Deletins Chse whether r nt t replicate the deletins since last jb. Reference Time Chse whether t replicate cntents created r mdified at a specified interval. If yu chse t use a reference time, specify the time t replicate cntents created r mdified. Enter an integer int the textbx and select Minute(s), Hur(s), r Day(s) frm the drp-dwn list. 39

40 *Nte: Fr the surce files and items, if nly the permissins are mdified in the replicatin jb, nly the permissins are replicated t the destinatin and the current file versin r item versin is nt replicated. 40 Schedule Type Select a recurring schedule by Minute(s), Hur(s), Day(s), Week(s), r Mnth(s) frm the drp-dwn list. Schedule Settings Specify the frequency yu want t run schedule. Enter the required infrmatin accrding t the selected schedule type. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. Click OK t save the settings. After cnfiguring the schedule fr this replicatin jb, click Calendar View t view the jb in a calendar view. Ntificatin - Allws yu t chse the type f ntificatin reprt, and designate which DcAve user will receive an ntificatin reprt. Select a Ntificatin Prfile yu previusly created frm the drp-dwn menu. Click View beside the drp-dwn menu t view details f the Ntificatin Prfile r click New Ntificatin Prfile frm the drp-dwn menu. Fr infrmatin n creating a Ntificatin Prfile, see the DcAve 6 Cntrl Panel Reference Guide. 7. Assciated Plan Grup Add the plan t ne r mre plan grups t manage multiple plans with cmmn settings. Select a plan grup yu previusly created frm the drp-dwn menu r click New Plan Grup frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a plan grup, see the DcAve 6 Cntrl Panel Reference Guide. 8. When finished cnfiguring the plan, select ne f the fllwing ptins: Click OK t save the plan yu have cnfigured. Click OK, then select OK and Run Nw t save the plan and execute it right away. Then the Run Nw interface appears. In the Optins sectin, cnfigure the fllwing settings: Full Replicatin Replicate all f the surce cntent t the destinatin. Incremental Replicatin Only replicate the mdified cntent (Add, Delete, and Mdify) since last incremental r full replicatin. If yu select Incremental Replicatin, cnfigure the fllwing settings: Mdificatin Chse whether t replicate the mdificatins since last jb.

41 Deletin Chse whether t replicate the deletins since last jb. Reference Time Chse whether t replicate cntents created r mdified at a specified interval. If yu chse t use a reference time, specify the time t replicate cntents created r mdified. Enter an integer int the textbx and select Minute(s), Hur(s), r Day(s) frm the drp-dwn list. *Nte: The default maximum strage time f a SharePint change lg is 60 days. If the reference time yu cnfigure is greater than 60 days, by default, DcAve nly runs an incremental replicatin fr the mdificatins within 60 days. If the reference time exceeds 60 days and yu wish DcAve t run full replicatin jb, navigate t \AvePint\DcAve6\Agent\data\SP2010\Replicatr and pen the SP2010Replicatr.xml cnfiguratin file with Ntepad. Then, find the element FrceFullFrInvalidReferenceTime and mdify the value t True. *Nte: In the case where yu cpy the database frm the surce t the destinatin, and make sme changes in the surce, then yu chse t run an incremental replicatin jb frm the surce t the destinatin, nly the latest versin f the mdified bject will be replicated t the destinatin. *Nte: Fr the surce files and items, if nly the permissins are mdified in the replicatin jb, nly the permissins are replicated t the destinatin and the current file versin r item versin is nt replicated. 9. Click OK t run the jb. Using Data Imprt T imprt data t the destinatin lcatin in rder t perfrm an ffline replicatin, cmplete the fllwing steps: 1. Frm the Hme tab, in the Plan Management grup, click Data Imprt. 2. In the Surce pane, n the Brwse tab, click the farm name t expand the exprt lcatin. Click the exprt lcatin t lad the Replicatr flder in the UNC path. Then click the flder named by the plan name t lad mappings and select yur desired mapping. T see details f the exprted data in the surce tree, click the Details tab. 3. In the Destinatin pane, click the farm name t expand the data tree. Select the nde which yu wish t imprt the exprted data t. If wrking with a large envirnment, enter the keywrd f the nde int the Input Keywrd text bx t search fr the desired nde. As yu type, this will search ut the nde nly t the expanded level which cntains the ndes that matches the character entered. Select destinatin nde by clicking the crrespnding radi buttn. Yu can als create a new site cllectin, site, list r flder by entering the specified name and click Create Cntainer. Fr details n creating a cntainer, refer t Creating Cntainers. 41

42 4. Select an imprt prfile frm the Add t Queue with prfile drp-dwn list and click Add t Queue. Fr mre infrmatin, refer t Setting Up an Imprt Prfile. 5. T batch cnfigure selected mappings in the Queue sectin, select peratins frm the Queue Tls tab > Manage Queue grup. Prfile Click Prfile n the ribbn t activate it and the Prfile interface appears. Then select an Imprt Prfile frm the drp-dwn list fr the selected mappings. Enable Mapping Chse whether r nt t enable the selected mappings in the plan yu wish t create. Destinatin Agent Grup Select an Agent Grup fr the selected mappings. Fr details regarding creating an Agent Grup, refer t DcAve 6 Cntrl Panel Reference Guide. 6. Click Save As a Plan t save the settings as a plan. The Save As a Plan tab appears. Cnfigure the fllwing settings. Plan Name Enter a name fr the plan, and add an ptinal descriptin. Schedule Chse whether r nt t use a schedule. N Schedule Run the plan immediately. Cnfigure the schedule myself Cnfigure a custmized schedule, and run the plan by schedule. Click Add Schedule; the Add Schedule windw pps up. Schedule Type Select a recurring schedule by Minute(s), Hur(s), Day(s), Week(s), r Mnth(s) frm the drp-dwn list. Schedule Settings Specify the frequency yu want t run the schedule. Enter the required infrmatin accrding t the selected schedule type. Range f Recurrence Input the start time fr the jb and select the end time f the recurring schedule. Click OK t save the settings. After cnfiguring the schedule fr this replicatin jb, click Calendar View t view the jb in a calendar view. Ntificatin - Allws yu t chse the type f ntificatin reprt, and designate which DcAve user will receive an ntificatin reprt when a certain triggering event ccurs. Select a Ntificatin Prfile yu previusly created frm the drp-dwn menu. Click View beside the drp-dwn menu t view details f the Ntificatin Prfile r click New Ntificatin Prfile frm the drp-dwn menu. Fr infrmatin n creating a Ntificatin Prfile, see the DcAve 6 Cntrl Panel Reference Guide. 7. When finished cnfiguring the plan, select ne f the fllwing ptins: Click OK t save the plan yu have cnfigured. Click OK, then select OK and Run Nw t save the plan and execute it right away. *Nte: The exprted data can nly be imprted int the same DcAve versin. If yu wish t imprt the previus data using a newer versin f DcAve, AvePint recmmends exprting data thrugh the 42

43 newer versin using the Exprt Plan that yu cnfigured in the lder versin f DcAve, and then running the imprt jb. Perfrming a Tw-Way Offline Replicatin Jb If tw sites must be kept in sync despite being separated by a firewall r n cnnectin, the system administratr can use tw-way ffline replicatin t accmplish the sync between tw sites. T perfrm a tw-way ffline replicatin jb, cmplete the fllwing steps: 1. Within Replicatr, set up the same exprt lcatin fr bth farms. Set the same UNC path fr bth farms. See the example belw. Fr mre infrmatin, refer t Setting up an Exprt Lcatin. Figure 7: Example exprt lcatins fr tw-way ffline replicatin. 2. Build an exprt plan fr the surce and an exprt plan fr the destinatin. Fr mre infrmatin, refer t Using Data Exprt. *Nte: Since these tw lcatins are n tw different farms, the exprt plan must be built separately fr each. 3. After the full exprt jbs cmplete, build an imprt plan fr the surce and an imprt plan fr the destinatin. Fr mre infrmatin, refer t Using Data Imprt. *Nte: Since these tw lcatins are n tw different farms, the exprt plan must be built separately fr each. When scheduling the imprt jbs, ensure that they are set t run after the exprt jbs. 4. Once cmplete, the tw-way ffline replicatin plan will run at the specified times. 43

44 *Nte: Incremental replicatin is nt pssible in this scenari because DcAve Replicatr has n access t the destinatin Replicatr database; withut access t the destinatin database, it is impssible t cmpare changes in cntent. Replicatr fr SharePint Online Replicatr allws yu t replicate cntent between Micrsft SharePint 2010 and SharePint 2013 and Office SharePint Online and frm Office SharePint Online t Office SharePint Online. T perfrm this functin prperly, yu must cnfigure yur SharePint Sites in Cntrl Panel. Fr mre infrmatin, see the DcAve 6 Cntrl Panel Reference Guide. Fr details n hw t perfrm a replicatin jb with the SharePint Online, refer t Building an Online Replicatr Plan. Nte that certain settings are unsupprted when the destinatin nde is in a SharePint Online envirnment. Fr supprted and unsupprted settings fr SharePint Online, refer t Appendix D and Unsupprted SharePint Online Settings. *Nte: Replicatr fr SharePint Online nly supprts the Create Cntainer functin fr site, list, and flder level in a SharePint Online destinatin nde. Replicatin Details In the Replicatin Details area yu can view, query, and exprt detailed replicated recrds. Yu can als cnfigure Reprt Settings t exprt replicatin jb reprts. On the Hme tab, in the Statistics grup, click Replicatin Details n the ribbn. The Replicatin Details tab appears. Query Recrds 1. By default, the recrds f all replicatin jbs are displayed when yu enter the interface fr the first time. In this interface, yu can change the number f recrds displayed per page by selecting the desired number frm the Shw-rws drp-dwn menu in the lwer right-hand crner. Yu can custmize hw these recrds are displayed with the fllwing buttns: Manages which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then select the checkbx next t the clumn name t have that clumn shwn in the list. Allws yu t hide the clumn. Click in the clumn title t hide the clumn. 44

45 2. T query yur desired replicated recrds, yu can define a query scpe by clicking Query Scpe. Cnfigure the fllwing settings: Time Range Specify the time range f the recrds t add t yur scpe. All jbs All replicatin jbs are added int yur scpe. Jbs within Select yur desired time range frm the drp-dwn menu r select Custm and define yur time range frm the calendar. Plan Name Select yur desired plan frm the drp-dwn menu t add t yur scpe. By default, All Plans is selected. Mapping Selectin Select yur desired mappings frm the drp-dwn menu t add t yur scpe. By default, All Mappings is selected. *Nte: This field nly appears after yu have selected a plan under Plan Name. Object Type Select yur desired SharePint bject type frm the drp-dwn menu t add t yur scpe. By default, all bject types are selected. Status Select yur desired jb status frm the drp-dwn menu t add t yur scpe. By default, all statuses are selected. 3. Click Apply t finish defining yur scpe and start t query yur desired recrds r click Cancel t exit. T redefine yur query scpe, click Reset. Viewing Detailed Recrds T view details f a specific recrd, select yur desired recrd, and click View Details n the ribbn, r right-click the recrd name and select View Details. In the pp-up View Details interface, yu can review basic infrmatin and advanced infrmatin abut the selected recrd. Exprting Query Recrds When yu finish querying yur desired recrds, yu are allwed t exprt the query results. Click Exprt Query Result in the Query Actin area n the ribbn and the exprt interface pps up. In the pp-up windw, select the reprt frmat as XLS, CSV, r TXT, and then click Exprt t exprt the query results immediately. Exprting Replicatin Jb Reprts Reprt Settings allw yu t specify a lcatin t stre replicatin jb reprts and set the maximum time t retain the reprts. Click Reprt Settings n the ribbn and the Reprt Settings interface pps up. In the pp-up windw, cnfigure the fllwing settings: 1. Reprt Lcatin Specify a Universal Naming Cnventin path t the lcatin t stre the jb reprts and credentials f the lcatin. Select the Use the Net Share path as the reprt lcatin checkbx and enter the UNC path, Username, and Passwrd in the crrespnding textbxes. 45

46 2. Maximum Time t Retain Reprts Specify the maximum time t retain the replicatin jb reprts by entering yur desired number f days in the textbx. 3. Click OK t finish cnfiguring the reprt settings. 46

47 Health Analyzer Health Analyzer checks if there are issues that will affect replicatin jbs. On the Hme tab, in the Statistics grup, click Health Analyzer n the ribbn. The Health Analyzer tab appears. Cllecting Data fr Analysis Befre perfrming a replicatin jb, sme issues that affect the replicatin may exist. T guarantee the success f replicatin, yu can cllect data t analyze whether there are issues fr Replicatr. It supprts t cllect data immediately r t cllect data as scheduled. Cllect Nw T cllect data t analyze immediately, in the Health Analyzer interface, click Cllect Nw n the ribbn. Then a health analyzer jb is started. When the health analyzer jb is finished, yu can view the result f analysis. Cllectin Settings T cllect data t analyze as scheduled, in the Health Analyzer interface, click Cllectin Settings n the ribbn. In the pp-up Cllectin Settings interface, cnfigure the fllwing settings t add a schedule: 1. Scheduled Cllectin Select the Enable scheduled cllectin checkbx t enable scheduled cllectin which will cllect data accrding t the cnfigured schedule. If the checkbx is selected, the fllwing sectins appear. 2. Schedule Specify hw ften the data will be cllected t analyze by entering yur desired number in the textbx and selecting Hurs, Days, Weeks, r Mnths frm the drp-dwn list. 3. Schedule Settings Specify the start and end time f the schedule. Start time Set up the start time t start running the health analyzer jb. Time zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the health analyzer jb until being stpped manually. End after specified ccurrences Select this ptin t stp the health analyzer jb after specified ccurrences that yu cnfigure in the textbx. End by Set up the time t end the recurrence f the health analyzer jb. 4. Ntificatin Select a previusly-cnfigured ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin prfiles, refer t the DcAve 6 Cntrl Panel Reference Guide. 47

48 5. Ntificatin Settings Yu can define what kinds f issues will be sent t yu by selecting yur desired issue types frm the drp-dwn list and the issues severity, Warning r Errr. Managing Issues When a health analyzer jb is finished, issues are displayed in the Health Analyzer interface. By default, issues and the related infrmatin are all displayed, including farm, agent/web Frnt End name, and issue type. Perfrm the fllwing actins in the Health Analyzer interface: 1. Filter T filter yur desired issues, select Farm, Agent, Issue Type, r Issue Severity frm the Grup by drp-dwn list. 2. View Details Click the issue and the View Details interface pps up. The related infrmatin and the slutin are prvided. 3. Refresh T check whether an issue still exists, click Refresh at the end f a piece f issue. Exprting Reprt T exprt the detailed analysis result, click Exprt Reprt n the ribbn. In the pp-up windw, select yur desired reprt frmat frm the drp-dwn list t exprt the reprt. 48

49 Mapping Status The mapping status f plans is displayed in the Mapping Status page. 1. On the Hme tab, in the Statistics grup, click Mapping Status and the Mapping Status tab appears. 2. Select a specified farm frm the Farm drp-dwn list t filter plans r use the default All farms. 3. Select a plan frm the Plan drp-dwn list t view the mapping status f the specified plan. 4. Mapping status f plans in the selected farms is displayed. Yu can view surce infrmatin, mapping status, destinatin infrmatin, and Details. Surce infrmatin cntains surce URL, surce Agent Name, Cnnectin status, number f sent items and received items. Status cntains the mapping status, size f transferred data, ttal size, and statistics f Errr, Cnflict, and Retry. Destinatin infrmatin cntains destinatin URL, destinatin Agent Name, Cnnectin status, number f received items and sent items. Fr Finished mapping, click Details t view mapping in View Mappings tab in Jb Mnitr. Replicatr Tl The Replicatr Analyzer Tl and the Data Transfer Service Tl are prvided with the Replicatr mdule. Refer t DcAve 6 Supplementary Tls User Guide fr instructins n using the tls. The Replicatr Analyzer Tl is used t delete the cnfiguratin f Prfile Settings f failed jbs frm DcAve_ReplicatrDatabase. After deleting the cnfiguratin f Prfile Settings, the incremental replicatin can be dne successfully. Use the Replicatr Analyzer Tl t mdify the SP2010Replicatr.xml cnfiguratin file in bulk. The Data Transfer Service Tl is used t check the newly-added and mdified data in the surce exprt lcatin and transfer the new data t the destinatin exprt lcatin. The imprt jb is triggered autmatically and the new data is imprted t the destinatin nde. The Data Transfer Service Tl is integrated with Replicatr s differential cmpressin functin. DcAve Replicatr Use Cases The fllwing use cases apply the prcedures described in this guide t several real-wrld situatins. These use cases are intended t give the user an idea f when and why ne wuld use cmmn DcAve Replicatr functinality. Nte that these situatins assume that the DcAve platfrm and applicable 49

50 mdules have been installed successfully, and that the prerequisite cnditins are met (apprpriate permissins fr the Agent accunt, creatin f lgical devices, etc.). Online Replicatr fr One Farm One cmmn applicatin f Replicatr n a single farm is the replicatin f ne calendar t several ther calendars in that same farm. In this scenari, assume that the Vice President f Prduct Develpment fr a sftware rganizatin wuld like t release an internal Prduct Release Calendar (PRC) t the rganizatin every week; the calendar will display the target release dates fr the varius prducts in develpment. Due t the nature f sftware develpment, prduct release target dates change frequently, and as a result, the PRC will change just as frequently. The rganizatin s SharePint administratr, Je, can use DcAve Replicatr t accunt fr the dynamic scheduling issues and t ensure that the entire rganizatin is viewing the same fficial PRC. First, Je checks SharePint permissins t ensure that the surce PRC is viewable and editable nly by the VP. Because the calendar is n a Prduct Develpment site that is nly accessible t the VP, Je is cnfident that nly the VP can mdify the cntent within the calendar. Then, Je accesses DcAve Replicatr and clicks Online Replicatr t build a ne way, nline mapping plan (refer t Building an Online Replicatr Plan). Je expands the farm tree and selects the PRC in the Surce pane. Next he must select a destinatin. Fr the destinatin, Je intends n replicating the PRC t each department s fficial SharePint calendar. T d this, he must create a mapping fr each desired lcatin. Je selects the PRC as the Surce. In the Destinatin pane, he expands the Sales department Web applicatin, navigates dwn t the Sales calendar, and selects the calendar fr the destinatin. Je clicks Apply t add the mapping t the Queue. He then repeats this prcess, selecting each department s calendar as the Destinatin and adding each mapping t the Queue. When finished, Je clicks Save, creates a Plan name, and schedules the plan t run every Friday at 5 pm. Lastly, Je saves and enables the new plan. With these mappings in place and a weekly replicatin schedule established, Je can be sure that the latest PRC will be replicated frm the surce lcatin (the VP s calendar) t the varius destinatin lcatins (calendars fr Sales, HR, Manufacturing, etc.). Online Replicatr fr Tw Farms In additin t being useful n a single farm, nline replicatin is als beneficial in multi-farm envirnments, especially envirnments with farms that are separated by vast distances r pr internet cnnectins. In either case, the use f real-time, byte-level nline replicatin is recmmended. Fr this example, assume that an rganizatin has tw ffices; ne f the ffices is in the United States, and the ther ffice is in China. The SharePint administratr fr the US farm, Je, wants t use DcAve Replicatr t keep cntent synched between these tw farms. 50

51 Je s first step is t identify the cntent that he wants t replicate. In the interest f reducing the duratin f Replicatr jb times and maintaining acceptable system perfrmance, Je wants t limit the scpe f the mappings t nly the cntent that must stay current n bth farms. Cnsequently, Je decides t create mappings fr tw different libraries. The first library is a cllectin f Excel spreadsheets that detail pricing infrmatin fr varius prducts. The ther library cntains large Excel files that cntain up-t-the-minute accunting infrmatin fr the rganizatin; bth the US and China Accunting Team edit this dcument n a daily basis. Nw that Je has decided upn which lists/libraries t replicate, he begins t create the mappings. Je creates the fllwing mappings and adds them t the Queue: Mapping 1 Fr the pricing spreadsheets library, Je cnfigures the mappings as fllws: Mapping 2 Mapping Type: One-way replicatin t the China farm because prduct pricing is determined in the US ffice and then disseminated t the rest f the rganizatin. Real Time: Real-Time replicatin is nt necessary because the pricing infrmatin des nt change frequently. Enable Mapping: Je selects Enable because he wants this mapping t take effect immediately. Je applies the Default Prfile; he wants t replicate Security, Cnfiguratin, and Cntent because the settings fr this library are identical acrss bth farms. All ther default prfile settings are applicable t this mapping. Fr the accunting Excel dcuments, Je cnfigures the mappings as fllws: Mapping Type: Tw-way replicatin because frequent edits t the dcuments will be made by bth China and U.S. emplyees. Real-time: Je enables Real-time replicatin t ensure that all numbers in the Excel dcuments are current when viewed by any emplyee at either ffice. Enable Mapping: Je selects Enable because he wants this mapping t take effect immediately. Je creates a new Prfile. He wants t replicate Security, Cnfiguratin, and Cntent because the settings fr this library are identical acrss bth farm. Fr Cnflict Optins, Je sets the Cnflict Reslutin t Data destinatin always wins because the primary Accunting Office is in China. Je selects Enable Byte-level settings s that changes t the Excel files are replicated nly when the size f the Excel files t be transferred is larger than the data size limit that is cnfigured in Byte-level Settings. With these mapping cnfiguratins, Je can be sure that he is utilizing Replicatr features apprpriately. He chses t nly replicate cntent that must stay current n bth farms, reducing the duratin f Replicatr jb times and ensuring acceptable system 51

52 perfrmance. He uses Real-Time replicatin where applicable, and applies suitable Cnflict Reslutin settings t each mapping. This use case demnstrates that the key t develping efficient Replicatr jbs invlves understanding each jb and custmizing each mapping accrding t its purpse. Mving Site Cntent t a Target Newly-Created Site In sme cases, it may be desirable t replicate existing cntent t a new site. Fr example, assume that a New Yrk-based cmpany is pening a new marketing ffice in Paris. In this case, the New Yrk SharePint administratr wuld create a new Marketing site fr Paris, then replicate the New Yrk Marketing site cntent t the Paris site. T mve site cntent t a target newly-created site: 1. Frm the Hme tab, in the Plan Management grup, click Online Replicatr. 2. In the Surce pane, select the site that yu wish t replicate. If wrking with a large envirnment, enter the site cllectin URL int the Input Keywrd text bx t search fr the desired site cllectin. Select the surce site by checking the crrespnding check bx. 3. In the Destinatin pane, expand the destinatin data tree t the site level f the desired destinatin site cllectin. 4. Select radi buttn t the left f the manual input text bx. Enter the site tile fr this newly created site. 5. Click the Create Cntainer buttn t the right f the text bx. Or, n the Hme tab, in the Plan Management grup, click Create Cntainer. The Create Site Cllectin windw appears. 6. In the Create Site Cllectin page, cnfigure the new site. 7. When finished, click OK t create the new site. This newly-created site is nw listed under the Sites nde f the specified site cllectin. 8. Finish creating an Online Replicatr plan. Fr mre infrmatin, refer t Building an Online Replicatr Plan. 9. When the jb is run, the cntent in the surce site is replicated t the newly-created target site. 52

53 Appendix A and Unsupprted SharePint Web Parts SharePint 2010 Web Parts The fllwing table lists the supprted and unsupprted SharePint 2010 Web parts in Replicatr. *Nte: By default, custmized Web parts are unsupprted. Please cntact AvePint technical supprt if yu require custmized Web part supprt. Web Part Unsupprted Business Data Business Data Actins Business Data Cnnectivity Filter Business Data Item Business Data List Business Data Related List Chart Web Part Excel Web Access Indicatr Details Status List Visi Web Access Cntent Rllup Categries Cntent Query Relevant Dcuments RSS Viewer Site Aggregatr Sites in Categry Summary Links Table Of Cntents Web Analytics Web Part WSRP Viewer XML Viewer Filters Apply Filters Buttn Chice Filter Current User Filter Date Filter Page Field Filter Query String(URL) Filter SharePint List Filter Text Filter Frms HTML Frm Web Part InfPath Frm Web Part Media and Cntent Cntent Editr Image Viewer 53

54 Web Part Unsupprted Media Web Part Page Viewer Picture Lib Slideshw Web Part Outlk Web App My Calendar My cntacts My Inbx My Mail Flder My Tasks Scial Cllabratin Cntact Details *Nte: The related user infrmatin f this Web part is als replicated t the destinatin when replicating the Cntact Details Web part. Nte Bard Organizatin Brwser Site Users Tag Clud User Tasks SharePint 2013 Web Parts The fllwing table lists the supprted and unsupprted SharePint 2013 Web parts in Replicatr. *Nte: By default, custmized Web parts are unsupprted. Please cntact AvePint technical supprt if yu require custmized Web part supprt. Web Part Unsupprted Business Data Business Data Actins Business Data Cnnectivity Filter Business Data Item Business Data Item Builder Business Data List Business Data Related List Excel Web Access Indicatr Details Status List Visi Web Access Cntent Rllup Categries Cntent Query Relevant Dcuments RSS Viewer Site Aggregatr Sites in Categry 54

55 Web Part Unsupprted Summary Links Table f Cntents WSRP Viewer Timeline Term Prperty Prject Summary Cntent Search Filters Apply Filters Buttn Chice Filter Current User Filter Data Filter Page Filtered Filter Query String(URL) Filter SharePint List Filter SQL Server Analysis Service Filter Text Filter Frms HTML Frm Web Part InfPath Frm Web Part Media and Cntent Cntent Editr Image Viewer Media Web Part Page Viewer Picture Lib Slideshw Web Part Silverlight Web Part Script Editr Get Start with yur site Search Refinement Ppular Items Search Navigatin Search Results Taxnmy Refinement Panel Scial Cllabratin Cntact Details *Nte: The related user infrmatin f this Web part is als replicated t the destinatin when replicating the Cntact Details Web part. Nte Bard Organizatin Brwser Site Users Tag Clud User Tasks Blg Blg Archives Blg Ntificatins 55

56 Web Part Unsupprted Blg Tls Cmmunity Abut this cmmunity Jin My membership Tls What s happening Dcument Sets Dcument Set Cntents Dcument Set Prperties Search-Driven Cntent Catalg-Item Reuse Items Matching a Tag Pages Pictures Search Bx Recently Changed Items Recmmended Items Vides Web Pages Wiki Pages 56

57 Appendix B and Unsupprted SharePint Elements fr Replicatr SharePint 2010 Elements The fllwing table lists the currently supprted and unsupprted SharePint 2010 elements in Replicatr. Surce Type Status Nte Libraries Dcument Library Frm Library Wiki Page Library Picture Library Translatin Management Library Data Cnnectin Library Slide Library Reprt Library Asset Library DcAve Cntent Library DcAve Media Library Cmmunicatins List Annuncements Cntacts Discussin Bard Tracking Lists Links Calendar Tasks Prject Tasks Issue Tracking Survey Custm Lists Custm List Custm List in Datasheet View Language and Translatrs KPI Lists Imprt Spreadsheet Web Pages Basic Page Web Part Page sites and Wrkspaces Wrkflw SharePint Built-in Wrkflw Only supprt wrkflw definitin fr SharePint Online 57

58 Surce Type Status Nte SharePint Designer Wrkflw Only supprt wrkflw definitin fr SharePint Online Nintex Wrkflw Unsupprted fr SharePint Online Visual Studi Wrkflw Visi Wrkflw Unsupprted Azure Wrkflw Unsupprted *Nte: Fr the supprted wrkflw, wrkflw definitin, and wrkflw instance (including cmpleted wrkflw instance and running wrkflw instance) are bth supprted t be replicated. Fr the running wrkflw instance, in Prfile Settings, yu can chse t cancel r restart the wrkflw after the replicatin jb. RSS Alerts Metadata Single line f text Multiple lines f text Chice (menu t chse frm) Number Currency Date and Time Lk up Yes/N Persn r Grup Hyperlink r Picture Calculated Business Data Security & Prperties Versin Settings Clumn Settings Permissins Versin Histries Dcuments Lists SharePint 2013 Elements The fllwing table lists the currently supprted and unsupprted SharePint 2013 elements in Replicatr. Surce Type Status Nte Libraries Dcument Library Frm Library Wiki Page Library Picture Library 58

59 Surce Type Status Nte Data Cnnectin Library Reprt Library Asset Library DcAve Cntent Library DcAve Media Library Cmmunicatins List Annuncements Cntacts Discussin Bard Prmted Links External List Tracking Lists Links Calendar Tasks Issue Tracking Survey Custm Lists Custm List Custm List in Datasheet View KPI Lists Imprt Spreadsheet Web Pages Basic Page Web Part Page sites and Wrkspaces Wrkflw SharePint Built-in Wrkflw Only supprt wrkflw definitin fr SharePint Online SharePint Designer Wrkflw Only supprt wrkflw definitin f SharePint 2010 Wrkflw fr SharePint Online Nintex Wrkflw Unsupprted fr SharePint Online Visual Studi Wrkflw Visi Wrkflw Unsupprted Azure Wrkflw Unsupprted *Nte: Fr the supprted wrkflw, wrkflw definitin, and wrkflw instance (including cmpleted wrkflw instance and running wrkflw instance) are bth supprted t be replicated. Fr the running wrkflw instance, in Prfile Settings, yu can chse t cancel r restart the wrkflw after the 59

60 Surce Type Status Nte replicatin jb. RSS Alerts Metadata Single line f text Multiple lines f text Chice (menu t chse frm) Number Currency Date and Time Lk up Yes/N Persn r Grup Hyperlink r Picture Calculated Business Data Security & Prperties Versin Settings Clumn Settings Permissins Versin Histries Dcuments Lists 60

61 Appendix C Replicatr Custmizatin Table In the fllwing table, a means that the crrespnding SharePint bject is supprted fr replicatin t the crrespnding SharePint bject level. Replicate T What t Replicate Web Applicatin Web Applicatin Site Cllectin Site List Flder What t Select When Replicating Site Cllectin 61

62 Replicate T What t Replicate Site Web Applicatin Site Cllectin Site List Flder What t Select When Replicating List 62

63 Replicate T What t Replicate Flder Web Applicatin Site Cllectin Site List Flder What t Select When Replicating 63

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