Install the SharePoint Server iDataAgent

Table of Contents

Install Requirements

Before You Begin

Install Procedure

Getting Started

Select Components for Installation

Configuration of Other Installation Options

Download and Install Latest Packs

Client Group Selection

Global Filters Selection

Schedule Automatic Update

Storage Policy Selection

SharePoint Server Information

SharePoint Administration Account

Verify Summary of Install Options

Setup Complete

Post-Install Considerations

Install Requirements

The following procedure describes the steps involved in installing the Windows File System and SharePoint Server iDataAgent. The MS SharePoint Server iDataAgent can be installed on a Front-End Web Server only on Microsoft Office SharePoint Server or Windows SharePoint Services computer, or on a computer with SQL Server iDataAgent for offline mining and browsing of data from SQL, or on any Windows Server 2003/2008 without any SharePoint Server software for snap mining data protection jobs. The machine on which the MS SharePoint Server iDataAgent is installed is referred to as the Client computer in this install procedure.

Verify that the computer in which you wish to install the software satisfies the minimum system requirements; refer to System Requirements - Microsoft SharePoint iDataAgent and System Requirements - Microsoft Windows File System iDataAgent.

Review the following Install Requirements before installing the software:

General

Before You Begin

Install Procedure

Getting Started

1. Place the Software Installation Disc for the Windows platform into the disc drive.

After a few seconds, the installation program is launched.

If the installation program does not launch automatically:

  • Click the Start button on the Windows task bar, and then click Run.
  • Browse to the installation disc drive, select Setup.exe, click Open, then click OK.

NOTES

  • If you are installing on Windows Server Core editions, mount to Software Installation Disc through command line, go to the AMD64 folder and run Setup.exe.
2. Choose the language you want to use during installation. Click the down arrow and select the desired language from the drop-down list, and click Next to continue.
3. Select the option to install software on this computer.

NOTES

  • The options that appear on this screen depend on the computer in which the software is being installed.
4. Read the license agreement, then select I accept the terms in the license agreement.

Click Next to continue.

Select Components for Installation

5. Select the component(s) to install.

NOTES

  • Your screen may look different from the example shown.
  • Components that either have already been installed, or which cannot be installed, will be dimmed. Hover over the component for additional details.
  • If you wish to install the agent software for restore only, select Install Agents for Restore Only checkbox. See Installing Restore Only Agents for more information.
  • The Special Registry Keys In Use field will be highlighted when GalaxyInstallerFlags registry key is enabled. Move the mouse pointer over this field to see a list of registry keys that have been created in this computer.

Click Next to continue.

To install the Microsoft SharePoint Server iDataAgent, expand the following  Client Modules folder, Backup & Recovery folder and SharePoint folder. Then select the following:

  • SharePoint iDataAgent

When you select the SharePoint iDataAgent for install, the appropriate Windows File System iDataAgent is automatically selected for install.

Configuration of Other Installation Options

6. If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next to continue.

For firewall options and configuration instructions, see Firewall Configuration and continue with the installation.

If firewall configuration is not required, click Next to continue.

7. Enter the fully qualified domain name of the CommServe Host Name. This should be TCP/IP network name. e.g., computer.company.com.

NOTES

  • The CommServe client name is the name of the computer.  This field is automatically populated.
  • Do not use space and the following characters when specifying a new name for the CommServe Host Name:

    \|`~!@#$%^&*()+=<>/?,[]{}:;'"

  • If a computer has already been installed, this screen will not be displayed; instead the installer will use the same Server Name as previously specified.
  • If you do not specify the CommServe Host Name, a window will be prompted to continue in decouple mode. Click Yes to continue to Decoupled Install. Click No to specify a CommServe Name and continue with the installation.

Click Next to continue.

8. Enter the username and password associated with an external domain user account or a CommCell user account to authorize the installation of this agent.

NOTES

  • This window will be displayed when the Require Authentication for Agent Installation option is selected in the CommCell Properties. For more information, see Authentication for Agent Installs.

Click Next to continue.

9. Enter the following:
  • The local (NetBIOS) name of the client computer.
  • The TCP/IP IP host name of the NIC that the client computer must use to communicate with the CommServe Server.

NOTES

  • Do not use spaces when specifying a new name for the Client.
  • The default network interface name of the client computer is displayed if the computer has only one network interface. If the computer has multiple network interfaces, enter the interface name that is preferred for communication with the CommServe Server.
  • If a component has already been installed, this screen will not be displayed; instead, the install program will use the same name as previously specified.

Click Next to continue.

10. Select Add programs to the Windows Firewall Exclusion List, if you wish to add CommCell programs and services to the Windows Firewall Exclusion List.

NOTES:

  • If Windows Firewall is enabled on the computer, this option is selected by default and must be enabled to proceed with the installation.
  • If Windows Firewall is disabled on the computer, you can select this option to add the programs and services to enabled CommCell operations across the firewall, if the firewall is enabled at a later time.

    You can either select this option during install or add the programs and services after installation. For adding the programs and services after installation, see Configure Windows Firewall to Allow CommCell Communication.

Click Next to continue.

Download and Install Latest Packs

11. Select Download latest update pack(s) to automatically download and install the latest service packs and/or post packs if applicable at the end of this agent install.

NOTES

  • Internet connectivity is required to download updates.
  • Updates are downloaded to the following directory: 
    <software installation>/Base/Temp/DownloadedPacks
    .
    They are launched silently and installed automatically for the first instance.

Click Next to continue.

12. Specify the location where you want to install the software.

NOTES

  • Do not install the software to a mapped network drive.
  • Do not use the following characters when specifying the destination path:
     / : * ? " < > | #
    It is recommended that you use alphanumeric characters only.
  • If you intend to install other components on this computer, the selected installation directory will be automatically used for that software as well.
  • If a component is already installed in this computer, this screen may not be displayed. The software will be automatically installed in the same location that was previously specified.

Click Browse to change directories.

Click Next to continue.

Client Group Selection

13. Select a Client Group from the list.

Click Next to continue.

NOTES

  • This screen will be displayed if Client Groups are configured in the CommCell Console. For more information, see Client Computer Groups.

Global Filters Selection

14. Select the necessary Global Filter option for the default subclient and Click Next to continue.

NOTES

  • Select Use Cell level Policy to inherit the global filter policy configuration set for the CommCell, i.e., if the Use Global Filters on All Subclients option is selected in the Global Filters dialog box (from the CommCell Console’s Control Panel), then this policy will be applied to the default subclient as well. If is not selected, then the global filters will not be applied to the default subclient.
  • Select Always use Global filters to apply the global filters policy to the default subclient regardless of the policy set for the CommCell.
  • Select Do not use Global filters to disregard applying the global filters to the default subclient regardless of the policy set for the CommCell.
Click Next to continue.

Schedule Automatic Update

15. If necessary, select this option to schedule an automatic installation of software updates.

NOTES

  • Schedule Install of Automatic Updates allows automatic installation of the necessary software updates on the computer on a single or weekly basis. If you do not select this option, you can schedule these updates later from the CommCell Console.
  • To avoid conflict, do not schedule the automatic installation of software updates to occur at the same time as the automatic FTP downloading of software updates.
  • If a component has already been installed, this screen will not be displayed; instead, the installer will use the same option as previously specified.

Click Next to continue.

Storage Policy Selection

16. Select the storage policy through which you want to back up/archive the agent.

NOTES

  • A storage policy directs backup data to a media library.
  • If desired, you can change your storage policy selection at any time after you have installed the client software.
  • This screen may appear more than once, if you have selected multiple agents for installation. You will be prompted to configure the storage policy association for each of the selected agents.

Click Next to continue.

SharePoint Server Information

17. You are prompted for the Microsoft SharePoint Server name. The computer name is displayed by default; if this is not correct, enter the correct name.

Click Next to continue.

SharePoint Administration Account

18. Enter the User Name and Password for the SharePoint Administration Account.

Click Next to continue.

NOTES

  • The Base Services of the client will run under the user account that is specified. Use an account that meets this criteria:

    • member of the local Administrator Group
    • member of the SharePoint Administrator Group
    • System Administrator role on the SQL Server Instance

    In addition, this account must have "Log on as Service" permissions to ensure the Communication (CVD) Services will start. For more information on Base and Communication (CVD) Services, see Services.

    Refer to the Knowledge Base article Galaxy Service Account User Information for Windows 2003 and Window Server 2003 clients available from the Maintenance Advantage web site.

  • When installing the SharePoint Server iDataAgent on a job server, the user account entered through this screen must have administrative privileges to the Single Sign-On Service.

See the SharePoint Agents section in User Accounts and Passwords for more information.

Verify Summary of Install Options

19. Verify the summary of selected options.

NOTES

  • The Summary on your screen should reflect the components you selected for install, and may look different from the example shown.

Click Next to continue or Back to change any of the options.

The install program now starts copying the software to the computer. This step may take several minutes to complete.

Setup Complete

20. Click Next to continue.

NOTES

  • Schedules help ensure that the data protection operations for the Agent are automatically performed on a regular basis without user intervention. For more information, see Scheduling.
21. Setup displays the successfully installed components.

NOTES

  • The Setup Complete message displayed on your screen will reflect the components you installed, and may look different from the example shown.
  • If you install an Agent with the CommCell Console open, you need to refresh the CommCell Console (F5) to see the new Agents.
  • If Reboot Now button is displayed make sure to reboot the computer before performing any other operations from the computer.

Click Finish to close the install program.

The installation is now complete.

Post-Install Considerations

General

  • Review Install Considerations after installing the software.

  • Install post-release updates or Service Packs that may have been released after the release of the software. When you are installing a Service Pack, ensure that it is the same version as the one installed in the CommServe Server. Alternatively, you can enable Automatic Updates for quick and easy installation of updates in the CommCell component.