Alachisoft StorageEdge - Online Documentation

Quickly Configure and Use StorageEdge

 
Here are some basic steps you should follow to ensure a smooth configuration and use of StorageEdge.
 
Using StorageEdge Features
 
 
Setting up Access Rights
 
After the installation of StorageEdge you need to set access rights for different services. The following table shows how the access rights should be assigned to various services and application pools.
 
 
SharePoint Configuration Database
SharePoint Content Database
StorageEdge Blob Store Database
File System
SharePoint Central Admin Service Identity
SYS ADMIN [Server Roles]
SYS ADMIN [Server Roles]
SYS ADMIN [Server Roles]
 
 
SharePoint Timer Service Identity
SYS ADMIN [Server Roles]
SYS ADMIN [Server Roles]
SYS ADMIN [Server Roles]
Full Control
SharePoint Central Admin App Pool Identity
SYS ADMIN [Server Roles]
SYS ADMIN [Server Roles]
SYS ADMIN [Server Roles]
Full Control
Web Application App Pool Identity
SYS ADMIN [Server Roles]
SYS ADMIN [Server Roles]
SYS ADMIN [Server Roles]
Full Control
Publishing Service
Execute, Insert, Update and Select rights [User Mapping]
 
 
 
 
Externalizer Agent
 
 
Execute, Insert, Update, Select and Delete rights [User Mapping]
Execute, Insert, Update, Select and Delete rights [User Mapping]
Full Control
Linker Agent
 
Execute, Insert, Update, Select and Delete rights [User Mapping]
Execute, Insert, Update, Select and Delete rights [User Mapping]
Full Control
 
 
 
 
The following two approaches can be used to assign access rights:
 
  • First Approach is to add a domain user to Database that has SYS ADMIN Server Roles enabled. In this way Domain User can access all the Databases required.
 
  • Second Approach is to add a domain user and give user mapping for different databases. And then give the above rights to users. This approach will be used for Publishing services, Externalizer Agent and Linker Agent.
 
 
Configure BLOB Store Database
 
        To configure the BLOB Store Database, follow these steps:
 
  • Open the Configure BLOB Store Database tool from Start -> All Programs -> StorageEdge -> Admin Tools -> Configure BLOB Store Database
  • When the tool opens, select the Server Name where SQL Server is installed.
  • Enter authentication details.
  • Enter the database name where you want to create tables.
  • Click the Test Connection button to make sure that the connection with a database is successfully established.
  • If the connection success message appears, click the Create Tables button to complete the BLOB Store Database configuration.
 
 
Plug-in External BLOB Store
 
StorageEdge provides an efficient File based storage provider for storing BLOB contents and is highly optimized for read/write (download/upload) operations. EBS provides better results as compared to a database. With EBS implementation, SharePoint allows fast storing of file contents in an external file system and meta-data in SQL Server. To use EBS with SharePoint, here are the steps:
 
  • Configure BLOB Store Database
     
    To use EBS, you need to configure the BLOB Store Database first. The BLOB Store Database configuration tool is provided to configure the database. It is accessible from StorageEdge program group in Windows Start menu. For details on using the BLOB Store Database config tool, click here.
     
    NOTE: This is usually done as part of StorageEdge installation. So, you can skip this step if you did it during installation.
     
  • Plug-in EBS
  • Go to the Central Administration page of SharePoint and click on the Application Management tab.
  • Under StorageEdge Management, click on External BLOB Storage (EBS).
  • Click on the Plug-in EBS button on the top left corner of the screen.
  • Reset IIS in order to initialize the service on entire web farm (WFE servers). Once the EBS is activated, sharepoint forward all BLOB requests to EBS.
     
Install Remote BLOB Store
 
Just like EBS, RBS is a File based storage provider for storing BLOB content. RBS is a new way of externalizing the BLOB content to an external storage and a recommended way by Microsoft. RBS is better alternative for storing BLOBs as compared to a database. It lets you store and retrieve BLOBs with lesser cost. RBS is more efficient in storing large BLOBs and it provides better data rates as compared to database. To use RBS with SharePoint, here are the steps:
 
  • Configure BLOB Store Database
    To use RBS, you need to configure the BLOB Store Database first. The BLOB Store Database configuration tool is provided to configure the database. It is accessible from StorageEdge program group in Windows Start menu. For details on using the BLOB Store Database config tool, click here.
     
    NOTE: This is usually done as part of StorageEdge installation. So, you can skip this step if you did it during installation.
     
 
 
Creating Storage Pool
 
Storage Pools can be defined as the locations used to externalize and archive BLOBs.  It can be any specific location or a particular platform to store externalized BLOBs. User can configure the pool according to the storage requirement. A Storage Pool can contain more than one storage device. User can add storage devices at the time of creation and also at run time. The storage devices can be assigned with priorities and used in a round robin way. To create storage pool, here are the steps:
 
  • Click on the Application Management tab on Central Administration page.
  • Click on Storage Optimization under StorageEdge Management.
  • Click on Storage Pools under Storage Optimization.
  • In the top left side of the page, you will see "Add new Storage Pool", click on it.
  • Specify the name for the Storage Pool
  • At the right side of the page, you will see "Add new Storage Device" option, click on it. It will open a new page for storage devices settings.
  • Specify the name for the Storage Device.
  • Select a Storage Provider from drop down list.
  • Enter the storage path in the text box in this format: \\StorageEdge\BLOB.
  • Click on the Test button to ensure the storage path is accessible.
  • Click OK button to continue.
 
Note: Multiple storage devices can be added in a storage pool. Device with the same connection string can not be added.
 
 
Creating Externalizer Profile
 
Once you are done with the Storage Pool configuration, you can then configure Externalizer Profile for offloading existing BLOB contents from SharePoint content database to external storage. Here Externalizer uses EBS/RBS providers to externalize the BLOBs from SharePoint database to external storage. User can add multi tiers in Externalizer Profile to store BLOBs. Each tier must have a Storage pool associated with it which further contains at least one Storage Device. To create Externalizer Profile, here are the steps:
 
  • Click on the Application Management tab on Central Administration page.
  • Click on Storage Optimization under StorageEdge Management.
  • Click on Externalizer Profiles under Storage Optimization.
  • In the top left side of the page, you will see "Add a Storage Profile", click on it.
  • On the new page that opens, select a profile scope. It can either be a Web Application or a Content Database. For using Web Application user need to plug EBS provider, on other hand Content Database required RBS installation. For more details kindly visit : EBS/RBS Configuration
 
Adding a Storage Tier
 
      To add a Storage Tier, follow the steps given below:
 
  • Specify the alias.
  • Creat/Select storage pool.
  • Enable or disable compression.
  • Specify filtering policies (if needed).
     
     
Creating Archiver Profile
 
Archiver keeps the copy of all BLOBs that are either in SharePoint content database or Externalizer to its storage device as a backup. Archived documents are not directly accessible to the  SharePoint users. Archiver does not use EBS or RBS providers for archiving the BLOBs and works independent of any provider. Each Archiver Profile must have a Storage Pool having one or multiple storage devices depending upon the storage requirement. Archiver Profile keeps the data for some specific period of time depending on the set rules. The data will automatically be deleted after the expiry time. User can also keeps the archiver data forever. Archived BLOBs are not cached. To create Archiver Profile, here are the steps:
 
  • Click on the Application Management tab on Central Administration page.
  • Click on Storage Optimization under StorageEdge Management.
  • Click on Archiver Profiles under Storage Optimization.
  • In the top left side of the page, you will see "Add a Storage Profile", click on it.
  • On the new page that opens, select a profile scope. It can either be a Web Application or a Content Database. For using Web Application user need to plug EBS provider, on other hand Content Database required RBS installation. For more details kindly visit : EBS/RBS Configuration
 
 
Creating Linker Profile
 
File Share Linker provides the facility of linking the legacy files to the SharePoint document libraries without uploading the files to the database. Here at least one storage devices must be associated with each Linker Profile. User can link the files from a single or multiple storage devices to a specific Share Point document library by running a Linker synchronization job. Linker keeps the SharePoint document libraries and the storage devices synchronized. The files from storage devices are linked by running a Linker synchronization job which is a recurring job. Every time this job runs, it links the new files added to the file share to SharePoint document libraries. To create Linker Profile, here are the steps:
 
  • Click on the Application Management tab on Central Administration page.
  • Click on Storage Optimization under StorageEdge Management.
  • Click on Linker Profiles under Storage Optimization.
  • In the top left side of the page, you will see "Add new Linker Profile" option, click on it. It will open a new page for profile settings.
  • On the new page specify the name for the linker profile.
  • Select an already created web application using Browse button. Here you need to have a SharePoint document library specified to link the documents from storage device.
  • Select Source Location of files which need to be uploaded on SharePoint document library. "Add new Storage Device" will open up a dialog box. Here users are supposed to enter the device Name and the Path of the source location.
  • Configure the "Schedule Content Synchronization" job.
  • Click OK button to continue.
     
Note:
  • New documents cannot be uploaded directly to the SharePoint document library. Files can only be linked once the Schedule Content Synchronization job execute.
  • Only one Schedule Content Synchronization job can run at a time.
 
 
Enabling List Caching
 
Note: This feature cannot be used without NCache. To use this feature you need to install NCache Enterprise Edition.
 
List caching is a method for storing output of List View Webparts in SharePoint. StorageEdge caches output of four different Views of a Web part, namely Gantt Chart, Calendar, Datasheet and HTML (Standard View of documents, tasks, etc). Caching of these Views served from SharePoint helps speed up the rendering of the List Views when next time these will be requested by the user. To enable caching for Lists output, here are the steps:
 
 
  • Enable List Caching:
 
  • Go to the Central Administration page of SharePoint and click on the Application Management tab.
  • Click on  Distributed Caching under StorageEdge Management.
  • Click on List Caching under Distributed Caching.
  • Check the Enable check box to enable List Caching.
 
  • Select Lists for caching
 
  • Expand a Site at the bottom of the page by clicking on the Site name.
     
     
     
     
  • Select List(s) from within a Site you want to cache output of.
  • Click on the Apply button.
     
  • Update compact.browser
 
  • Check off the "Automatically update compat.browser files" checkbox on the new page that opens.
  • Click the Ok button.
     
    Note: Identity should have administrator rights on both local server and SharePoint.
    If you have already configured a different Control Adapter, List Caching will not work.
 
 
Enabling Session Caching
 
Note: This feature cannot be used without NCache. To use this feature you need to install NCache Enterprise Edition.
 
Session Caching allows read and write of ASP.NET session-state objects from and to cache within a web farm, resulting in improved performance of Web Applications. To use Session Caching, follow these steps:
 
  • Enable Session Caching
 
  • Go to the Central Administration page of SharePoint and click on the Application Management tab.
  • Click on  Distributed Caching under StorageEdge Management.
  • Click on Session Caching under Distributed Caching.
  • Enable Session Caching by checking the Enable checkbox on top.
     
  • Select Web applications for Session caching.
 
  • Select the Web Applications at the bottom of the page which you want to enable Session Caching for.
  • Click on the Apply button.
 
 
Enabling Content Optimization
 
Note: This feature cannot be used without NCache. To use this feature you need to install NCache Enterprise Edition.
 
Content Optimization allows caching of the ASP.NET ViewState, which helps in speeding up ViewState rendering and reducing bandwidth consumption during post backs. Content Optimization also packs multiple JavaScript and CSS files into a single file; it decreases roundtrip's between browser and the Server, resulting in faster page opening.
 
To use Content Optimization:
 
  • Enable Content Optimization
 
  • Go to the Central Administration page of SharePoint and click on the Application Management tab.
  • Click on  Distributed Caching under StorageEdge Management.
  • Click on Content Optimization under Distributed Caching.
  • Check the ViewState Caching and/or JavaScript and CSS minification check boxes.
     
     
     
     
  • Select Web Applications for Content Optimization
 
  • Select the Web Applications from the list at the bottom, which you wish to enable Content Optimization for.
  • Click on the Apply button.
     
  • Update compact.browser files
 
  • Select the Automatically update compat.browser files option on the new page that opens.
  • Click the Ok button.
 
 
Setting up Cache
 
If NCache is already installed before the installation of StorageEdge, you can use any of the default cache provided by NCache for caching. But in the absence of NCache you will not be able to use caching with SharePoint and certain features will be disabled (as mentioned above). To enable caching with SharePoint you need to install NCache and reset IIS on all servers of a farm.
 
The default cache provided by NCache is partitioned-replica, distributed among your all Server nodes where SharePoint is installed. This is recommended cache configuration if you are going to deploy SharePoint in a Server Farm with up to four nodes.
 
However note that in a situation where you have deployed SharePoint in a Server Farm comprising of more than four nodes, it is then idle to isolate nodes for the distributed cache and the SharePoint. For example you have a 6 nodes Server Farm, you can dedicate four nodes for SharePoint and two of these for deploying distributed cache.
 
For help on creating a distributed cache cluster with NCache and configuring it, please refer to NCache help documents. You will find NCache help in the NCache program group in Windows Start menu.
 
Note: The supported version of NCache is NCache 4.1
 
See Also

 
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