EMC SourceOne for Microsoft SharePoint Version 6.7

EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide 300-012-747 REV A01 EMC Corporation Corporate Headquarters: Hopkinton, MA 01748-9103 1-508-435-1000 www.emc.com

Copyright 2011 EMC Corporation. All rights reserved. Published September 23, 2011 EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. THE INFORMATION IN THIS PUBLICATION IS PROVIDED AS IS. EMC CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com. All other trademarks used herein are the property of their respective owners. 2 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Contents Chapter 1 Chapter 2 Introduction Overview... 10 Archiving... 10 Search... 10 External BLOB Storage (EBS)... 10 Microsoft SharePoint applications... 10 EMC SourceOne for Microsoft SharePoint architecture... 12 Prerequisite installation: EMC SourceOne platform... 13 Accounts and permissions... 14 Active directory accounts...14 Permissions assignment...15 SharePoint computer requirements...17 EMC SourceOne for Microsoft SharePoint considerations... 18 Windows SharePoint Services Timer service account permissions...18 Installing Microsoft SharePoint Support Installation overview... 20 Installing SharePoint support on EMC SourceOne servers... 21 Procedure...21 Post-installation...22 SharePoint solution deployment overview... 23 Solution deployment process...23 Solution types...23 Localization...24 Upgrading a solution...24 Where to run installs...24 Permissions...25 Configure environment variables (optional)... 26 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide 3

Contents Deploy the Archive feature... 27 Deploy the Archive Administration site... 27 Deploy the Archive content web application... 30 Deploy Archive Search feature... 36 Deploy the Archive Search administration site... 36 Deploy the Archive Search content Web application... 39 Deploy the EBS feature... 43 Configure Native Archive database permissions... 43 Install the EMC SourceOne Runtime Environment (SRE)... 43 Ensure the Archive administration site is installed... 44 Install the EBS Provider... 44 Deploy the EBS Provider administration site... 50 Maintaining the installation... 54 Remove a component... 54 Repair a component... 54 4 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Preface As part of an effort to improve and enhance the performance and capabilities of its product lines, EMC periodically releases revisions of its hardware and software. Therefore, some functions described in this document may not be supported by all versions of the software or hardware currently in use. For the most up-to-date information on product features, refer to your product release notes. If a product does not function properly or does not function as described in this document, please contact your EMC representative. Audience Related documentation This document is part of the EMC SourceOne documentation set, and is intended for use by installers of the product, EMC SourceOne system administrators, and mail server administrators. Related documents include: EMC SourceOne Email Management Installation Guide EMC SourceOne Email Management Release Notes EMC SourceOne for Microsoft SharePoint Administration Guide EMC SourceOne for Microsoft SharePoint Release Notes EMC SourceOne Search User Guide EMC SourceOne Products Compatibility Guide EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide 5

Preface Conventions used in this document EMC uses the following conventions for special notices. Note: A note presents information that is important, but not hazard-related.! CAUTION A caution contains information essential to avoid data loss or damage to the system or equipment.! IMPORTANT An important notice contains information essential to operation of the software. WARNING A warning contains information essential to avoid a hazard that can cause severe personal injury, death, or substantial property damage if you ignore the warning. DANGER A danger notice contains information essential to avoid a hazard that will cause severe personal injury, death, or substantial property damage if you ignore the message. Typographical conventions EMC uses the following type style conventions in this document: Normal Used in running (nonprocedural) text for: Names of interface elements (such as names of windows, dialog boxes, buttons, fields, and menus) Names of resources, attributes, pools, Boolean expressions, buttons, DQL statements, keywords, clauses, environment variables, filenames, functions, utilities URLs, pathnames, filenames, directory names, computer names, links, groups, service keys, file systems, notifications Bold: Used in running (nonprocedural) text for: Names of commands, daemons, options, programs, processes, services, applications, utilities, kernels, notifications, system call, man pages 6 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Preface Italic: Courier: Courier bold: Used in procedures for: Names of interface elements (such as names of windows, dialog boxes, buttons, fields, and menus) What user specifically selects, clicks, presses, or types Used in all text (including procedures) for: Full titles of publications referenced in text Emphasis (for example a new term) Variables Used for: System output, such as an error message or script URLs, complete paths, filenames, prompts, and syntax when shown outside of running text Used for: Specific user input (such as commands) Courier italic: Used in procedures for: Variables on command line User input variables < > Angle brackets enclose parameter or variable values supplied by the user [ ] Square brackets enclose optional values Vertical bar indicates alternate selections - the bar means or { } Braces indicate content that you must specify (that is, x or y or z)... Ellipses indicate nonessential information omitted from the example Where to get help EMC support, product, and licensing information can be obtained as follows. Product information For documentation, release notes, software updates, or for information about EMC products, licensing, and service, go to the EMC Powerlink website (registration required) at: http://powerlink.emc.com Technical support For technical support, go to EMC Customer Service on Powerlink. To open a service request through Powerlink, you must have a valid support agreement. Please contact your EMC sales representative for details about obtaining a valid support agreement or to answer any questions about your account. EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide 7

Preface Guide to using this document This document supports online reading using Adobe Reader version 7.0 or above. For optimal performance, you should download and install the latest free Adobe Reader version: (http://get.adobe.com/reader/) Simplifying navigation This document uses hyperlinks to other relevant sections. You can simplify navigation by enabling an optional Web browser-like navigation feature in Adobe Acrobat Reader (version 7.0 or above): 1. On the Acrobat toolbar, right-click the Page Up or Page Down icon. Page Up Page Down 2. Click Show All Tools. The Previous View and Next View navigation buttons are displayed on your toolbar. Previous View Next View The Previous View and Next View navigation buttons function similar to your Web browser navigation buttons, enabling you to navigate between views using document hyperlinks. More information For more information about Adobe Reader navigation and other features, refer to the product help system. Your comments Comments and suggestions about our product documentation are always welcome. To provide feedback: 1. Go to: http://powerlink.emc.com 2. Click the Feedback link. 8 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

1 Introduction EMC SourceOne for Microsoft SharePoint extends the EMC SourceOne platform, enabling organizations to manages the growth of SharePoint content and sites through storage optimization and enhances the control of inactive content through SharePoint archiving. This chapter is organized as follows: Overview... 10 EMC SourceOne for Microsoft SharePoint architecture... 12 Prerequisite installation: EMC SourceOne platform... 13 Accounts and permissions... 14 EMC SourceOne for Microsoft SharePoint considerations... 18 Introduction 9

Introduction Overview EMC SourceOne for Microsoft SharePoint addresses long-term or specialized content archiving strategies while leveraging the EMC SourceOne architecture to provide access to archived content using search user interfaces. Archiving EMC SourceOne for Microsoft SharePoint supports the policy-based archiving of SharePoint content in the EMC SourceOne archive to provide efficient storage of SharePoint content. Search EMC SourceOne for Microsoft SharePoint provides the following options for searching for archived SharePoint content: End users can search for archived content using an Archive Search site integrated into SharePoint. Administrative users can use the EMC SourceOne Search application to search for archived SharePoint content. External BLOB Storage (EBS) EMC SourceOne for Microsoft SharePoint also provides External binary large object (BLOB) storage, effectively offloading the storage of binary large objects from the SharePoint SQL Server and storing them using EMC SourceOne. EBS is configured at the farm level. This feature includes an EBS Provider database which is installed on the SharePoint SQL Server to maintain identification information for BLOBs stored externally in the Native Archive by EMC SourceOne for Microsoft SharePoint. Microsoft SharePoint applications This section describes applications specifically used with EMC SourceOne for Microsoft SharePoint. SharePoint administration sites Installing EMC SourceOne for Microsoft SharePoint solutions in your SharePoint environment provides administration sites. These sites enable SharePoint administrators perform SharePoint-side configuration of general administration of EMC SourceOne features provided for SharePoint. 10 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Introduction EMC SourceOne Search (for Microsoft SharePoint content) EMC SourceOne Search enables Microsoft SharePoint administrators to search for and process SharePoint content stored in the EMC SourceOne Native Archive. Administrators can search archived content belonging to many end users. End users must use the EMC SourceOne Search functionality integrated in the SharePoint user interface to search for content for which they have the appropriate permissions to access. See Integrated SharePoint Archive search on page 11 for details. Note: Since EBS content is not stored in the Native Archive, it is not searchable using EMC SourceOne Search. For more information about EMC SourceOne Search application features and capabilities, refer to the EMC SourceOne Search User Guide. Integrated SharePoint Archive search Installing EMC SourceOne components on a SharePoint server or farm provides an EMC SourceOne page in SharePoint which enables SharePoint users to search for content archived by EMC SourceOne for Microsoft SharePoint. Permissions are controlled by either Active Directory or SharePoint group association the user had at the time the content was archived. Refer to the EMC SourceOne for Microsoft SharePoint Administration Guide for more details. Overview 11

Introduction EMC SourceOne for Microsoft SharePoint architecture Figure 1 depicts an EMC SourceOne platform architecture extended to include EMC SourceOne for Microsoft SharePoint. Figure 1 EMC SourceOne architecture 12 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Introduction Prerequisite installation: EMC SourceOne platform Before installing EMC SourceOne for Microsoft SharePoint software, you must first install the EMC SourceOne platform components. These components are included in the EMC SourceOne Email Management software kit. Specific documents include: EMC SourceOne Email Management Installation Guide Provides an overall description of the EMC SourceOne platform architecture and supporting components common to all environments. Includes prerequisites, accounts and permissions and system requirements. Details installation procedures for all components. Provides single sign-on configuration information. EMC SourceOne Email Management Release Notes Provides information on upgrading the EMC SourceOne platform components. Describes fixed issues, known issues, and additional documentation. EMC SourceOne Products Compatibility Guide Provides detailed version support information for EMC SourceOne products. Prerequisite installation: EMC SourceOne platform 13

Introduction Accounts and permissions In addition to the platform requirements for accounts and permissions provided in the EMC SourceOne Email Management Installation Guide, this section provides a checklist for the tasks required to assign permissions specific to your EMC SourceOne for Microsoft SharePoint environment. Active directory accounts The EMC SourceOne primary service account (created when installing the EMC SourceOne platform) is also used in SharePoint environments as follows: External Blob Storage (EBS) The primary service account is the impersonation account used in SharePoint for EBS database access, local cache file access, and EBS gateway access. Archive Search The primary service account is the EMC SourceOne access account specified in the Archive Search settings in SharePoint used to accessed EMC SourceOne services. 14 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Introduction Permissions assignment Table 1 provides a checklist for the tasks required to assign permissions specific to your Microsoft SharePoint environment. Note: Additional permissions required to use EMC SourceOne for Microsoft SharePoint (which are configured post-installation using SharePoint administration sites and the EMC SourceOne console) are provided in the EMC SourceOne for Microsoft SharePoint Administration Guide. Table 1 Accounts and permissions - permissions assignment Done Environment /System Task Details Validation SharePoint server or farm SharePoint server or farm SharePoint server or farm Configure installation account Configure EMC SourceOne service account Configure Windows SharePoint Services Timer account The installation account used to install software on a SharePoint server must be a member of the following groups: Local Administrators group for the computer on which installations are run as well as all SharePoint web front-end servers. SharePoint Farm Administrators (Full Access) group. Members of this group have full access to all settings in the farm. They can also take ownership of any content site. SharePoint Central Administration Site Collection Administrators group. The EMC SourceOne service account must be a member of the SharePoint Farm Administrators (Full Access) group. You can add the EMC SourceOne service account or the EMC SourceOne security group to the Farm Administrators group. This permission is only required if using the optional instrumentation feature for SharePoint archiving. Refer to Windows SharePoint Services Timer service account permissions on page 18 for options and considerations for configuring the permissions for this account. Ensure you can log in using this account Ensure that SharePoint activities are successfully completed. Check the Windows SharePoint Services Timer service configuration Accounts and permissions 15

Introduction Table 1 Accounts and permissions - permissions assignment (continued) Done Environment /System Task Details Validation SharePoint server or farm Configure application pool identity Ensure that the user account used as the application pool Identity for the archive services Web application is: A member of the SharePoint Farm Administrators (Full Access) group. Has Full Read permissions on all Web applications: SharePoint 2007 or WSS 3.0 - configured from Central Administration > Application Management > (Application Security) > Policy for Web Application Check the application pool identity and ensure that it is configured as specified. SharePoint 2010 - configured from Central Administration > Application Management > Web Applications > Manage Web Application > User Policy SharePoint SQL Server Identify SQL Server installation account For External BLOB Storage feature only Identify a SQL Server account with permissions to create a SQL database on the SharePoint SQL Server. Ensure account is available at installation time SharePoint SQL Server Identify SQL Server runtime account For External BLOB Storage feature only. During installation of the EBS feature, you will specify an account used to provide runtime access to the EBS database. You can use one of the following authentication methods: SQL Server login You can use a SQL Server login account (a non-windows account maintained on the SQL Server) to provide runtime access to the EBS database. Integrated Security You can select Integrated Security when installing the EBS feature. You can later identify an impersonation account using the EBS administration site which will be used to provide runtime access to the EBS database. Ensure account is available at installation time Note: The impersonation account is also used to connect to the EMC SourceOne Native Archive. For details about the impersonation account, refer to the EMC SourceOne for Microsoft SharePoint Administration Guide. EMC SourceOne console computers Configure console administrator accounts EMC SourceOne console administrators must be members of the SharePoint Farm Administrators group to browse farm topology. If you use the EMC SourceOne Admins group in your configuration, you can add this group to the Farm Administrators. Alternatively, you can add individual console users as members of the Farm Administrators group. Ensure that console user can access SharePoint farm topology from console. 16 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Introduction SharePoint computer requirements This section describes the requirements for computers used in an EMC SourceOne for Microsoft SharePoint environment. Microsoft SharePoint Server requirements Table 2 describes the prerequisite software and configuration required on Microsoft SharePoint servers on which you also plan to install the EMC SourceOne for Microsoft SharePoint software. Table 2 Microsoft SharePoint Server software prerequisites Software Refer to the EMC SourceOne Products Compatibility Guide for more detailed information on supported versions of the software described in this section. A supported version of Microsoft SharePoint on an operating supported by that product Microsoft.NET Framework Redistributable Package For Microsoft SharePoint External BLOB Storage (EBS) only Required on all SharePoint web front-end servers Manually install Manually or silently install Validated by EMC SourceOne Runtime Environment (SRE) software installation EMC SourceOne Console client computer requirements In addition to the requirements described in the "EMC SourceOne console client computer requirements" section in the EMC SourceOne Email Management Installation Guide, console computers in an EMC SourceOne for Microsoft SharePoint environment must be in the same domain as the SharePoint farm. Accounts and permissions 17

Introduction EMC SourceOne for Microsoft SharePoint considerations This section describes considerations for all EMC SourceOne for Microsoft SharePoint environments. Windows SharePoint Services Timer service account permissions Specific permissions for the Windows SharePoint Services Timer service are required to support installation of the optional EMC SourceOne Instrumentation feature. This feature, once activated, enables performance counters and Windows Management Instrumentation (WMI) classes for management servers. You have the following options: During deployment of EMC SourceOne for Microsoft SharePoint, temporarily specify a Domain Administrator account as the Log On As account for the Windows SharePoint Services Timer service. When you activate the Archive Services feature, performance counters are installed and are set to "False". When you activate the Instrumentation feature, performance counters are set to "True". You can also choose to not activate the Instrumentation feature. You can then change the Log On As account to an account which is a member of the local Administrators group. Have the SharePoint administrator run InstallUtil.exe on each web front-end server in the farm to manually install the performance counters. Command example: %windir%\microsoft.net\framework\v2.0.50727\installut il.exe /AssemblyName "EMC.EX.SharePoint.Services, Version=6.6.0.0, Culture=neutral, publickeytoken=8e9decb59936af7f" 18 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

2 Installing Microsoft SharePoint Support This chapter describes how to install the required and optional components of EMC SourceOne for Microsoft SharePoint. Each section in this chapter is presented in the order in which the components should be installed, as some installed components are dependent on previously installed components. This chapter is organized as follows: Installation overview... 20 Installing SharePoint support on EMC SourceOne servers... 21 SharePoint solution deployment overview... 23 Configure environment variables (optional)... 26 Deploy the Archive feature... 27 Deploy Archive Search feature... 36 Deploy the EBS feature... 43 Maintaining the installation... 54 Note: This document uses hyperlinks to other relevant sections. You can simplify navigation by enabling an optional Web browser-like navigation feature in Adobe Acrobat Reader (version 7.0 or above). For details, see Guide to using this document on page 8. Installing Microsoft SharePoint Support 19

Installation overview Table 3 provides an overview of the EMC SourceOne for Microsoft SharePoint installations presented in the order in which you should perform them. Table 3 Installation procedure overview Installation/ Configuration Details Procedure SharePoint Business Component Extensions Review SharePoint deployment overview Verify environment variables Install SharePoint archiving components Install SharePoint search components Install SharePoint EBS components Configure SharePoint sites and services Configure SharePoint activities Install the SharePoint Business Component Extensions on all EMC SourceOne: worker computers you want to enable to process SharePoint activities computers hosting the SourceOne console Review the overview of the SharePoint-side deployment procedures. Verify that the Microsoft Windows system path environment variable includes the SharePoint system path for your operating system Install the SharePoint archiving administration site and archiving service in the SharePoint farm. Install the SharePoint archive search administration site and search service in the SharePoint farm. Install the SharePoint External BLOB Storage (EBS) administration site and provider in the SharePoint farm. Use the SharePoint administration sites for archive, search and External BLOB Storage to configure settings and functionality. Use the EMC SourceOne console to configure SharePoint activities. Installing SharePoint support on EMC SourceOne servers on page 21 SharePoint solution deployment overview on page 23 Configure environment variables (optional) on page 26 Deploy the Archive feature on page 27 Deploy Archive Search feature on page 36 Deploy the EBS feature on page 43 Refer to the the EMC SourceOne for Microsoft SharePoint Administration Guide. Refer to the the EMC SourceOne for Microsoft SharePoint Administration Guide. 20 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Installing SharePoint support on EMC SourceOne servers The EMC SourceOne Business Component Extensions (BCE) for Microsoft SharePoint software is required on the following computers: Worker Services host computers that you want to enable to perform SharePoint archiving activities. Computers hosting the EMC SourceOne console. Procedure To install the Business Component Extensions software: 1. Log in to the host computer using an account with local administrator privileges. 2. Navigate to the SourceOneArchive directory on the EMC SourceOne for Microsoft SharePoint software kit. 3. Copy the ES1_SharePointBCESetup.exe executable to a temporary location on the host computer. 4. Navigate to the temporary location to which you copied the setup executable. 5. Double-click the ES1_SharePointBCESetup.exe file and click Run. The Welcome page displays. 6. Click Next to display the Security Group page. Installing SharePoint support on EMC SourceOne servers 21

7. Enter the Security Group information: a. Accept the default Domain. b. Type the EMC SourceOne Security Group. This is the group that houses the service accounts used by EMC SourceOne. Note: For details about the Admins and Security Group configuration, see Active directory accounts on page 14. 8. Click Next to display the Ready to Install page. 9. Click Install. 10. When the installation is completed, click Finish. 11. Repeat this procedure on the remaining SourceOne worker and console computers. Post-installation Restart the EMC SourceOne Job Dispatcher service on all worker computers on which you installed the BCE software. 22 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

SharePoint solution deployment overview EMC SourceOne SharePoint features are installed by deploying SharePoint solutions (contained in.wsp files) to SharePoint Web applications. Some solutions are targeted for the SharePoint Central Administration web application, while others are targeted at the web front-end (WFE) servers in your SharePoint environment. Once the solutions are deployed, you will specify some connection information and configuration settings for the EMC SourceOne environment to enable it process SharePoint-related activities. Solution deployment process The solution deployment process in the SharePoint environment includes: Adding a solution to the SharePoint solution store You add the EMC SourceOne solutions to the SharePoint solution store using the STSADM command line administration tool. The solution store provides a centralized collection of all SharePoint solutions available for the server farm. Deploying the solution from the solution store After adding the solution to the solution store, you deploy it to web applications or web front-end servers using the SharePoint Central Administration console. The solution is considered fully-deployed once it is synchronized to all applicable servers in the farm. Solution types EMC SourceOne for Microsoft SharePoint features are deployed using two types of solutions: Central Administration web applications These solutions deploy custom administration sites for EMC SourceOne for Microsoft SharePoint features. The solutions are targeted at the server hosting the Central Administration site. solutions include: emces1.administration.wsp Administration site for the Archive feature emces1.archivesearchconfig.wsp Administration site for the Archive Search feature SharePoint solution deployment overview 23

emces1.ebsprovider.wsp Administration site for the External BLOB Storage feature Content web applications These solutions deploy the web applications to support the EMC SourceOne for Microsoft SharePoint features to web front-end servers in your SharePoint environment. This can be a single web front-end server, or a farm including multiple web front-end servers. Solutions include: emces1.archiving.wsp Web application for the Archive feature emces1.archivesearch.wsp Web application for the Archive Search feature Localization Localization for supported languages is deployed using the solution deployment method. In a foreign language environment, you can deploy a localized solution when you first install the product (e.g., the primary language is non-english). Alternatively, you can add support for multiple languages by deploying a corresponding language pack solution after an initial English solution is deployed. For detailed instructions on deploying language packs for supported languages, refer to the EMC SourceOne Localized Product Release Notes. Upgrading a solution Upgrading a solution replaces a previous version of a solution with a current version of the solution. Refer to the Maintaining the installation on page 54 for information on upgrading SharePoint solutions. Where to run installs All SharePoint solution deployments can be run from a single web front-end server. The solutions are distributed to other servers using SharePoint s internal distribution mechanisms. For the EBS feature, you manually run installs on specific computers in your environment. Specific information about running these installations is provided in the procedures that follow. 24 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Permissions Refer to Accounts and permissions on page 14 to ensure the appropriate permissions are established. SharePoint solution deployment overview 25

Configure environment variables (optional) For convenience, you can modify the Microsoft Windows system path environment variable to include the SharePoint system path for your operating system. 1. Right-click My Computer. 2. Do one of the following: On Windows Server 2003 - Select Properties > Advanced. On Windows Server 2008 - Select Properties > Advanced system settings. 3. Click Environment Variables. 4. In the System Variables section, click the Path variable and click Edit. 5. Check that a SharePoint system path exists for your operating system. If necessary, append the following system variable, depending on the version of SharePoint you are using: If you are running SharePoint 2007 or WSS 3.0: C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\bin; If you are running SharePoint 2010: C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\bin; 6. Click OK on all open dialog boxes to apply the changes. 26 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Deploy the Archive feature This section describes how to install the following EMC SourceOne solutions on Microsoft SharePoint servers to support SharePoint archiving: Deploy the Archive Administration site... 27 Deploy the Archive content web application... 30 Deploy the Archive Administration site Deploying this solution to the Central Administration host computer provides a customized user interface for administrators to configure EMC SourceOne features in SharePoint. This administration site is a prerequisite for other SharePoint features. Deployment includes the following procedures: Add solution to the store... 27 Deploy the solution... 27 Optional: Deploy language pack solution(s)... 28 Activate features... 29 Restart IIS... 29 Validate the deployment... 30 Next steps... 30 Add solution to the store Add the solution to the solution store: 1. Copy the SourceOneArchive directory on the EMC SourceOne for Microsoft SharePoint software kit to a temporary location on the host computer. 2. Click Start > Run and type cmd 3. Navigate to the SourceOneArchive\SourceOneAdmin folder. 4. Type the following command: stsadm -o addsolution -filename EMCES1.Administration.wsp Deploy the solution From the Central Administration site: 1. Depending on your SharePoint version, do one of the following: Deploy the Archive feature 27

SharePoint 2007 or WSS 3.0 - Navigate to Central Administration > Operations > (Global Configuration) > Solution Management. SharePoint 2010 - Navigate to Central Administration > System Settings > Farm Management > Manage farm solutions. 2. Click emces1.administration.wsp in the Name column. The Solution Properties page displays. 3. Click Deploy Solution. The Deploy Solution page displays. 4. Make any desired changes to the following sections: Deploy When? You can choose to deploy now, or specify a later date and time. Deploy To? Select the Central Administration Web application (e.g., http://moss2007:4848/). 5. Click OK. The Solution Management page displays. Ensure the Status column displays Deployed. 6. Click emces1.administration.wsp in the Name column. The Solution Properties page displays providing details about the deployed solution. Optional: Deploy language pack solution(s) SharePoint-side language pack solutions are available to provide localized SharePoint user interfaces for supported languages. Note: You can choose to install one or more language packs at a later time (after initial installation and activation of SharePoint features). Refer to the section on installing SharePoint-side language packs in an existing installation in the EMC SourceOne Localized Products Release Notes. Install one or more language packs as part of the initial installation (prior to activating features). To install language packs during initial installation: 1. Copy the folder containing the language packs a temporary location on the SharePoint server. 2. Click Start > Run and type cmd. 3. Navigate to the temporary location. 4. Type the following command: 28 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

stsadm -o addsolution -filename wsp_file -lcid lcid_number For example, to install the French language pack for the EMC SourceOne administration site, use the following command: stsadm -o addsolution -filename EMCES1.Administration.wsp -lcid 1036 5. Depending on your SharePoint version, do one of the following: SharePoint 2007 or WSS 3.0 - Navigate to Central Administration > Operations > (Global Configuration) > Solution Management. SharePoint 2010 - Navigate to Central Administration > System Settings > Farm Management > Manage farm solutions. 6. Click the language pack solution.wsp file to display the Solution Properties page. The language pack solution is listed with the LCID appended in parentheses. For example, the French language pack for the administration site is displayed as follows: emces1.administration.wsp(1036) 7. Click Deploy Solution to deploy the language pack. 8. If you have additional language packs to deploy, repeat Step 1 to Step 7. Activate features The site provisioning feature is a hidden feature which can only be activated using an stsadm command: 1. Click Start > Run and type cmd 2. Navigate to the SourceOneArchive\SourceOneAdmin folder. 3. Type the following command: stsadm -o activatefeature -filename EMCES1.AdminSiteProvisioning\feature.xml Restart IIS Restart IIS using the iisreset /noforce command. Note: If you choose to not force the restart of IIS at this time, you must restart it at a later time to complete the configuration. Deploy the Archive feature 29

Validate the deployment To validate the deployment: 1. Navigate to the Central Administration home page. 2. Verify that an EMC SourceOne tab is now displayed. 3. Click the EMC SourceOne tab. The EMC SourceOne administration site displays. Next steps Refer to Deploy the Archive content web application on page 30. Deploy the Archive content web application Deploy the Web application which provides the EMC SourceOne archiving functionality for Microsoft SharePoint. Deployment includes the following procedures: Add solution to the store... 30 Restart IIS... 31 Deploy the solution... 31 Optional: Deploy language pack solution(s)... 31 Activate features... 32 Validate the deployment... 34 Next steps... 35 Add solution to the store Add the solution to the solution store: 1. Copy the SourceOneArchive directory on the EMC SourceOne for Microsoft SharePoint software kit to a temporary location on the host computer. 2. Click Start > Run and type cmd 3. Navigate to the SourceOneArchive\Archiving folder. 4. Type the following command: stsadm -o addsolution -filename EMCES1.Archiving.wsp 30 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Restart IIS Deploy the solution Restart IIS using the iisreset /noforce command. From the Central Administration site: 1. Depending on your SharePoint version, do one of the following: SharePoint 2007 or WSS 3.0 - Navigate to Central Administration > Operations > (Global Configuration) > Solution Management. SharePoint 2010 - Navigate to Central Administration > System Settings > Farm Management > Manage farm solutions. 2. Click emces1.archiving.wsp in the Name column. The Solution Properties page displays. 3. Click Deploy Solution. The Deploy Solution page displays. 4. Make any desired changes to the following sections: Deploy When? You can choose to deploy now, or specify a later date and time. Deploy To? Select All content web applications. 5. Click OK. The Solution Management page displays. Ensure the Status column displays Deployed. 6. Click emces1.archiving.wsp in the Name column. The Solution Properties page displays providing details about the deployed solution. Optional: Deploy language pack solution(s) SharePoint-side language pack solutions are available to provide localized SharePoint user interfaces for supported languages. Note: You can choose to install one or more language packs at a later time (after initial installation and activation of SharePoint features). Refer to the section on installing SharePoint-side language packs in an existing installation in the EMC SourceOne Localized Products Release Notes. Install one or more language packs as part of the initial installation (prior to activating features). To install language packs during initial installation: Deploy the Archive feature 31

1. Copy the folder containing the language packs a temporary location on the SharePoint server. 2. Click Start > Run and type cmd. 3. Navigate to the temporary location. 4. Type the following command: stsadm -o addsolution -filename wsp_file -lcid lcid_number For example, to install the French language pack for the EMC SourceOne administration site, use the following command: stsadm -o addsolution -filename EMCES1.Administration.wsp -lcid 1036 5. Depending on your SharePoint version, do one of the following: SharePoint 2007 or WSS 3.0 - Navigate to Central Administration > Operations > (Global Configuration) > Solution Management. SharePoint 2010 - Navigate to Central Administration > System Settings > Farm Management > Manage farm solutions. 6. Click the language pack solution.wsp file to display the Solution Properties page. The language pack solution is listed with the LCID appended in parentheses. For example, the French language pack for the administration site is displayed as follows: emces1.administration.wsp(1036) 7. Click Deploy Solution to deploy the language pack. 8. If you have additional language packs to deploy, repeat Step 1 to Step 7. Activate features From the Central Administration site: 1. Depending on your SharePoint version, do one of the following: SharePoint 2007 or WSS 3.0 - Navigate to Central Administration > Operations > (Global Configuration) > Solution Management. SharePoint 2010 - Navigate to Central Administration > System Settings > Farm Management > Manage farm solutions. 32 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

2. Activate the following features: EMC SourceOne Instrumentation - enables performance counters and Windows Management Instrumentation (WMI) classes for management servers.! IMPORTANT Only activate this feature if necessary. Activating this feature may result in a significant performance impact. EMC SourceOne Archive Logging 3. Depending on your SharePoint version, do one of the following: SharePoint 2007 or WSS 3.0 - Navigate to Central Administration > Application Management (SharePoint Web Application Management) > Manage Web Application Features. SharePoint 2010 - Navigate to Central Administration > Application Management > Web Applications > Manage Web Applications > Manage Features. 4. Activate EMC SourceOne Services.! IMPORTANT Ensure that you activate this feature on one Web application only. Deploy the Archive feature 33

Validate the deployment To validate the deployment: 1. Open a Web browser session. 2. Navigate to the site: If using the default port (80), navigate to: http://contentwebapplication/_vti_bin/ archive.svc If using a port other than the default (80), include the port number: http://contentwebapplication:port/_vti_bin/ archive.svc 3. Follow the instructions on the displayed page to test the service. 34 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Next steps The archiving functionality provided with EMC SourceOne for Microsoft SharePoint is now installed and ready for configuration. Refer to the "Overview of SharePoint Archiving and EBS" chapter in the EMC SourceOne Administration Guide for details on configuring Archive features. Deploy the Archive feature 35

Deploy Archive Search feature This section describes how to install the following EMC SourceOne components on Microsoft SharePoint servers to support searches of archived content from SharePoint: Deploy the Archive Search administration site... 36 Deploy the Archive Search content Web application... 39 Deploy the Archive Search administration site Deploying this solution provides a customized user interface for administrators to configure EMC SourceOne features in SharePoint. Deployment includes the following procedures: Add solution to the store... 36 Deploy the solution... 36 Optional: Deploy language pack solution(s)... 37 Activate features... 38 Restart IIS... 39 Validate the deployment... 39 Next steps... 39 Add solution to the store Add the solution to the solution store: 1. Copy the SourceOneSearch directory on the EMC SourceOne for Microsoft SharePoint software kit to a temporary location on the host computer. 2. Click Start > Run and type cmd 3. Navigate to the SourceOneSearch\ArchiveSearchConfigUI folder. 4. Type the following command: stsadm -o addsolution -filename EMCES1.ArchiveSearchConfigUI.wsp Deploy the solution From the Central Administration site: 1. Depending on your SharePoint version, do one of the following: 36 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

SharePoint 2007 or WSS 3.0 - Navigate to Central Administration > Operations > (Global Configuration) > Solution Management. SharePoint 2010 - Navigate to Central Administration > System Settings > Farm Management > Manage farm solutions. 2. Click emces1.archivesearchconfigui.wsp in the Name column. The Solution Properties page displays. 3. Click Deploy Solution. The Deploy Solution page displays. 4. Make any desired changes to the following sections: Deploy When? You can choose to deploy now, or specify a later date and time. Deploy To? Select the Central Administration Web application (e.g., http://moss2007:4848/). 5. Click OK. The Solution Management page displays. Ensure the Status column displays Deployed. 6. Click emces1.archivesearchconfigui.wsp in the Name column. The Solution Properties page displays providing details about the deployed solution. Optional: Deploy language pack solution(s) SharePoint-side language pack solutions are available to provide localized SharePoint user interfaces for supported languages. Note: You can choose to install one or more language packs at a later time (after initial installation and activation of SharePoint features). Refer to the section on installing SharePoint-side language packs in an existing installation in the EMC SourceOne Localized Products Release Notes. Install one or more language packs as part of the initial installation (prior to activating features). To install language packs during initial installation: 1. Copy the folder containing the language packs a temporary location on the SharePoint server. 2. Click Start > Run and type cmd. 3. Navigate to the temporary location. 4. Type the following command: Deploy Archive Search feature 37

stsadm -o addsolution -filename wsp_file -lcid lcid_number For example, to install the French language pack for the EMC SourceOne administration site, use the following command: stsadm -o addsolution -filename EMCES1.Administration.wsp -lcid 1036 5. Depending on your SharePoint version, do one of the following: SharePoint 2007 or WSS 3.0 - Navigate to Central Administration > Operations > (Global Configuration) > Solution Management. SharePoint 2010 - Navigate to Central Administration > System Settings > Farm Management > Manage farm solutions. 6. Click the language pack solution.wsp file to display the Solution Properties page. The language pack solution is listed with the LCID appended in parentheses. For example, the French language pack for the administration site is displayed as follows: emces1.administration.wsp(1036) 7. Click Deploy Solution to deploy the language pack. 8. If you have additional language packs to deploy, repeat Step 1 to Step 7. 9. To ensure the language pack resources are copied, use the following command: stsadm -o activatefeature -filename EMCES1.ArchiveSearchCore\feature.xml -force Activate features From the Central Administration site: 1. Depending on your SharePoint version, do one of the following: SharePoint 2007 or WSS 3.0 - Navigate to Central Administration > Operations > (Global Configuration) > Manage Farm Features. SharePoint 2010 - Navigate to Central Administration > System Settings > Farm Management > Manage farm features. 2. Verify that the EMC SourceOne Archive Search Configuration feature is activated. 38 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Restart IIS Restart IIS using the iisreset /noforce command. Note: If you choose to not force the restart of IIS at this time, you must restart it at a later time to complete the configuration. Validate the deployment Next steps To validate the deployment: 1. Navigate to the Central Administration home page. 2. Click the EMC SourceOne tab. The EMC SourceOne administration site displays. 3. Ensure the Archive Search settings are displayed. Refer to Deploy the Archive Search content Web application on page 39. Deploy the Archive Search content Web application Deploy the Web application which provides the EMC SourceOne archive search functionality for Microsoft SharePoint. Deployment includes the following procedures: Add solution to the store... 40 Deploy the solution... 40 Optional: Deploy language pack solution(s)... 40 Activate features... 42 Deploy Archive Search feature 39

Restart IIS... 42 Validate the deployment... 42 Next steps... 42 Add solution to the store Add the solution to the solution store: 1. Copy the SourceOneSearch directory on the EMC SourceOne for Microsoft SharePoint software kit to a temporary location on the host computer. 2. Click Start > Run and type cmd 3. Navigate to the SourceOneSearch\ArchiveSearch folder. 4. Type the following command: stsadm -o addsolution -filename EMCES1.ArchiveSearch.wsp Deploy the solution Note: Due to an issue with deploying the solution from the Central Administration site, use the following alternative procedure to deploy the solution using the stsadm command. To deploy the solution: 1. Click Start > Run and type cmd 2. Type the following command: stsadm -o deploysolution -name EMCES1.ArchiveSearch.wsp -allowgacdeployment -immediate -url content_web_application_url Note: If you want to deploy this solution to all content web applications, you can use -allcontenturls instead of -url content_web_application_url Optional: Deploy language pack solution(s) SharePoint-side language pack solutions are available to provide localized SharePoint user interfaces for supported languages. 40 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Note: You can choose to install one or more language packs at a later time (after initial installation and activation of SharePoint features). Refer to the section on installing SharePoint-side language packs in an existing installation in the EMC SourceOne Localized Products Release Notes. Install one or more language packs as part of the initial installation (prior to activating features). To install language packs during initial installation: 1. Copy the folder containing the language packs a temporary location on the SharePoint server. 2. Click Start > Run and type cmd. 3. Navigate to the temporary location. 4. Type the following command: stsadm -o addsolution -filename wsp_file -lcid lcid_number For example, to install the French language pack for the EMC SourceOne administration site, use the following command: stsadm -o addsolution -filename EMCES1.ArchiveSearch.wsp -lcid 1036 5. Depending on your SharePoint version, do one of the following: SharePoint 2007 or WSS 3.0 - Navigate to Central Administration > Operations > (Global Configuration) > Solution Management. SharePoint 2010 - Navigate to Central Administration > System Settings > Farm Management > Manage farm solutions. 6. Click the language pack solution.wsp file to display the Solution Properties page. The language pack solution is listed with the LCID appended in parentheses. For example, the French language pack for the administration site is displayed as follows: emces1.administration.wsp(1036) 7. Click Deploy Solution to deploy the language pack. 8. If you have additional language packs to deploy, repeat Step 1 to Step 7. Deploy Archive Search feature 41

Activate features Restart IIS You can optionally activate the Archive Search Web Parts feature after deploying the Archive Search content Web application. This feature, activated at the Site Collection level, enables you to create a custom site by adding the EMC SourceOne Archive Search web part to a web page. For more information about using web parts, refer to the Microsoft SharePoint documentation set. Restart IIS using the iisreset /noforce command. Note: If you choose to not force the restart of IIS at this time, you must restart it at a later time to complete the configuration. Validate the deployment Next steps To validate the deployment: 1. Depending on your SharePoint version, do one of the following: SharePoint 2007 or WSS 3.0 - Click Site Actions > Create. The Create page displays. SharePoint 2010 - Click Site Actions > New Site. The Create page displays. 2. In the Template Selection area, confirm that an EMC SourceOne template is provided. The Archive Search functionality provided with EMC SourceOne for Microsoft SharePoint is now installed and ready for configuration. Deploying the Archive Search content Web application installs the Archive Search template and web parts, which you use to create the Archive Search site. Refer to the "Configuring Archive Search for Microsoft SharePoint" chapter in the EMC SourceOne Administration Guide for details on configuring Archive Search features. 42 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Deploy the EBS feature This section describes how to install the following EMC SourceOne components on Microsoft SharePoint servers to support SharePoint External BLOB Storage (EBS): Install the EMC SourceOne Runtime Environment (SRE)... 43 Ensure the Archive administration site is installed... 44 Install the EBS Provider... 44 Deploy the EBS Provider administration site... 50 Configure Native Archive database permissions In addition to the permissions described in the EMC SourceOne Administration Guide (specifically the "Configuring External BLOB Storage (EBS)" chapter), the EBS impersonation account must have the following permissions on the Native Archive database: db_datareader db_datawriter Install the EMC SourceOne Runtime Environment (SRE) The EMC SourceOne Runtime Environment (SRE) is required on all Microsoft SharePoint web front-end servers you intend to use with the External BLOB Storage feature. The SRE provides a runtime environment required for document management applications to function on your SharePoint servers.! IMPORTANT You must install the SRE on all SharePoint web front-end servers in your SharePoint farm. To install the SRE: 1. Log in to the host computer using an account with local administrator privileges. 2. Navigate to the SourceOneEBSProvider folder. 3. Copy the ES1_SRESetup.exe executable to a temporary location on the host computer. Deploy the EBS feature 43

4. Navigate to the temporary location to which you copied the setup executable. 5. Double-click the ES1_SRESetup.exe file and click Run. The Welcome page displays. 6. Click Next to display the Destination Folder page. 7. Specify a destination and click Next to display the Ready to Install page. 8. Click Install. 9. When the installation is completed, click Finish. 10. Repeat this procedure for each Microsoft SharePoint web front-end server in the farm. Ensure the Archive administration site is installed The EBS Provider requires that the SharePoint Archive administration site exist before installing the EBS Provider administration site. The prerequisite software depends on your deployment scenario: If using both the EBS Provider feature and SharePoint Archive feature in your environment, install the SharePoint Archive service software and Archive administration site as described in Deploy the Archive feature on page 27. If using only the EBS Provider, or the EBS Provider and Archive Search, you do not need the Archive service. Install only the Archive administration site as described in Deploy the Archive Administration site on page 27. Install the EBS Provider! Install the EBS Provider software which provides the EMC SourceOne External BLOB Storage functionality for Microsoft SharePoint. IMPORTANT You must install the EBS Provider software on all SharePoint web front-end servers in your SharePoint farm. 44 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Prerequisites Install provider software Ensure the following: You have installed the EMC SourceOne Runtime Environment o all SharePoint web front-end servers in the farm as described in Install the EMC SourceOne Runtime Environment (SRE) on page 43. You have already deployed the Archive administration site as described in Ensure the Archive administration site is installed on page 44. Ensure you have appropriate permissions to install the software and create a SQL database as described in one of the following scenarios: You are logged in to the SharePoint web front-end server with an account which has local administrator privileges and permissions to create a database on the SharePoint SQL Server. You are logged in to the SharePoint web front-end server with an account which has local administrator privileges and have access to credentials which can be entered when installing the database. Perform this procedure on each SharePoint server in the farm. 1. Log in to the host computer using an account with privileges as described in Prerequisites on page 45. 2. Navigate to the SourceOneEBSProvider\EBSProvider folder on the EMC SourceOne for Microsoft SharePoint software kit and copy it locally. 3. Open the folder appropriate for your environment: x64 64-bit operating system x86 32-bit operating system 4. Double-click setup.exe. The Welcome page displays. Deploy the EBS feature 45

5. Click Next to display the Select Installation Folder page. 6. Accept the default location or click Browse to choose another location. 7. Click Next. The Confirm Installation page displays. 46 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

8. Click Next to install the software. The Installation Complete page displays. 9. Click Close. Run the EBS Provider Database Creator utility Perform this procedure only once (after you install the first instance of the EBS Provider software) to create the EBS database on the SharePoint SQL Server. Note the following: Deploy the EBS feature 47

You install the database by running the EBS Provider Database Creator utility which is created when you install the EBS Provider software on a SharePoint web front-end server. You can run the utility from the web front-end server on which you installed the EBS Provider software. Perform this procedure only once to create the database. To install the database: 1. Click Start > All Programs > EMC SourceOne EBS Provider > EMC SourceOne EBS Provider Database Creator. The SourceOne EBS Database Configuration page displays. a. Complete the SQL Server section. The SQL Server must be accessible to all SharePoint web front-end servers. Use the dropdown menu to select a SharePoint SQL Server or type a SQL Server location. b. Complete the Login Credentials section. These are the runtime credentials used to access the EBS database. Note: These are not the credentials used to create the database. You will create the database later in this procedure. Configure one of the following: 48 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide

Integrated Security The EBS impersonation account (configured later using the EBS administration site) will be used for runtime access to the EBS database SQL Login This SQL Server login account will be used for runtime access to the EBS database c. Complete the Database section. The default database name displayed is ES1EBSDB appended by the current SharePoint farm GUID to form a unique database name. Do one of the following: Accept the default name. Type a name. Note: Ensure that each SharePoint farm has a unique database. 2. Click Create New Database. The Database Administrator Login page displays. 3. Use this page to configure the credentials to install the database. Choose one of the following: If you are logged in as a user with permissions to create SQL databases, select Current Desktop User. If you want to enter SQL credentials with permissions to create a database, select SQL Login and type the User Name and Password. Note: These credentials are only used to create the database, not for runtime access. You configured the runtime credentials in Step 1. Deploy the EBS feature 49

4. Click Continue to create the database and all required tables and indexes. A success message displays when the database installation is complete. 5. Click OK. The utility exits. Deploy the EBS Provider administration site Deploying this solution provides a customized user interface for administrators to configure EMC SourceOne features in SharePoint. Deployment includes the following procedures: Add solution to the store... 50 Deploy the solution... 50 Optional: Deploy language pack solution(s)... 51 Restart IIS... 52 Validate the deployment... 53 Next steps... 53 Add solution to the store Add the solution to the solution store: 1. Copy the EBSProviderConfigUI directory on the EMC SourceOne for Microsoft SharePoint software kit to a temporary location on the host computer. 2. Click Start > Run and type cmd 3. Navigate to the SourceOneEBSProvider\EBSProviderConfigUI folder. 4. Type the following command: stsadm -o addsolution -filename EMCES1.EBSProvider.wsp Deploy the solution From the Central Administration site: 50 EMC SourceOne for Microsoft SharePoint Version 6.7 Installation Guide