connect for replicator user guide · pdf filethe data refresh schedule specifies how often...

Connect for Replicator

User Guide

Version 2.5

Publication Date: January 23, 2014

Copyright © Metalogix International GmbH 2008-2014. All Rights Reserved.

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distribution of this software, or any portion of it, may result in severe civil and/or criminal penalties

and will be prosecuted to the maximum extent possible under the law.

Metalogix Connect for Replicator Introduction

© Copyright Metalogix International GmbH 2008-2014 .

Copyright

© Copyright Metalogix International GmbH 2008-2014

All rights reserved. No part or section of the contents of this material may be reproduced

or transmitted in any form or by any means without the written permission of Metalogix

International GmbH 2008-2014

Metalogix Connect™ and Replicator™ are trademarks of Metalogix International GmbH

2008-2014

Windows SharePoint Services is either a registered trademark or a trademark of

Microsoft Corporation in the United States and/or other countries. Other product and

company names mentioned herein may be the trademarks of their respective owners.

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Technical support specialists can be reached by email at [email protected] or by

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Table of Contents

Introduction .....................................................................................................................................5

Starting Metalogix Connect ...........................................................................................................6

Managing your SharePoint Farms ................................................................................................7

Managing Connections ................................................................................................................7

Adding Connections .................................................................................................................7

Editing Connection Settings .....................................................................................................8

Specifying the Preferred Connection .......................................................................................8

Refreshing Connections ...........................................................................................................9

Removing Connections ............................................................................................................9

Specifying the Data Refresh Schedule ....................................................................................9

Exploring Connections .............................................................................................................. 10

Viewing Web Applications ..................................................................................................... 11

Using Explore Tree Shortcuts ............................................................................................... 12

Moving and Copying List Items ............................................................................................. 15

Using Snapshots ................................................................................................................... 16

Comparing Web Applications ................................................................................................ 17

Visualizing your Replication Network ........................................................................................ 20

Creating a Connection Diagram ............................................................................................ 21

Saving Diagrams as Images ................................................................................................. 21

Monitoring Replication ................................................................................................................ 23

Viewing Current Replication Activity ......................................................................................... 23

Viewing Current Replication Statistics ...................................................................................... 24

Farm ...................................................................................................................................... 25

Web Application .................................................................................................................... 25

Remote Server ...................................................................................................................... 25

Last Contact .......................................................................................................................... 25

Current Totals ....................................................................................................................... 25

Viewing Historical Replication Statistics.................................................................................... 26

Farm ...................................................................................................................................... 27



Web Application .................................................................................................................... 27

Remote Server ...................................................................................................................... 28

Last Processed ..................................................................................................................... 28

Totals .................................................................................................................................... 28

ETA Thresholds ......................................................................................................................... 28

Package Thresholds ................................................................................................................. 29

Enabling E-mail Alerts ............................................................................................................... 29

Changing E-mail Server Settings .......................................................................................... 30

Replication Tracking ................................................................................................................... 31

Event Tracking .......................................................................................................................... 31

Package Tracking...................................................................................................................... 32

Tracking Diagrams .................................................................................................................... 33

Reporting on SharePoint and Replicator .................................................................................. 34

Generating Reports ................................................................................................................... 34

Viewing Reports ........................................................................................................................ 34

Snapshot Reports...................................................................................................................... 34



Introduction

Metalogix Connect for Replicator gives SharePoint and Replicator administrators tools

they can use to monitor and visualize their SharePoint environment. Using these tools,

administrators can:

Visualize their SharePoint environment.

Compare the structure and content of SharePoint web applications, site

collections, web sites, and lists.

Cut, copy, and paste list items to reorganize structure within a web application.

Generate detailed reports about their SharePoint and replication environments.

Monitor and track replication activity.

Receive alerts based on changes in their replication environment.

Manage and manipulate replication servers using links to Central Administration.

Monitor replication performance.

The Connect for Replicator license also allows you to use Connect for SharePoint

Migration. See the Metalogix Connect Installation Guide for more information on

activating Connect products. For more information on using migration features, see the

Metalogix Connect for SharePoint Migration User Guide.

Metalogix Connect for Replicator Starting Metalogix Connect


Starting Metalogix Connect

To start Metalogix Connect, open the Windows Start menu and select Connect. If

Connect does not appear directly under the Start menu, then open All Programs,

Metalogix, Connect, and select Connect.

The first time you start Connect after installing it, a configuration wizard will open. For

information on completing this wizard and other tasks you must perform the first time you

use Connect, see the Metalogix Connect Installation Guide.

Metalogix Connect for Replicator Managing your SharePoint Farms


Managing your SharePoint Farms

The SharePoint farm management tools are listed under Connection Network in the

Connect navigation pane. Using these tools you can:

Add, refresh, and remove connections.

Explore and compare your SharePoint farms.

Visualize your SharePoint farms and Replication Network.

Managing Connections

You can add connections to any SharePoint web application that has deployed the

Connect solution. For information on deploying this solution to your SharePoint farms,

see the Metalogix Connect Installation Guide.

Adding Connections

To add a connection to a SharePoint web application:

1. In Connect, under the Home tab, click Connection Network.

2. From the Connection Network menu, select Connection Manager.

3. Click Add Connection in the ribbon. This opens the Add Connection dialog.

4. Enter the connection details for a web application and click Add. The account

you specify must be in the Central Administration Farm Administrators group.



The web application is now in the Connection Manager table. If you chose to

discover other web applications, then you will also see all of the web applications in

this farm where the Connect Solution is deployed.

After adding connections, specify a data refresh schedule to retrieve replication

statistics from your web applications. For more information, see "Specifying the Data

Refresh Schedule" on page 9.

Editing Connection Settings

To edit details for a connection:

1. Select the connection in the Connection Manager table.

2. In the right-hand pane, edit the settings for this connection under Farm Details

and Connection Credentials. Changes made under Farm Details will affect all

connections in that farm.

3. Click Save to save your changes.

Specifying the Preferred Connection

If you are connecting to a web application that has been extended in SharePoint with

alternate access maps, then you can specify the preferred URL for Connect to use. This

indicates the first URL Connect will use to retrieve information about the web application.



If you are connecting to a web application that uses forms-based authentication, then

you must specify a preferred URL that uses Windows authentication.

To specify a preferred URL:


2. In the bottom-right corner of the window, select the preferred map from the list of alternate access maps.

3. Click Save to save your changes.

Refreshing Connections

After changing your Replication Network in Central Administration or enabling new

Connect products, you must refresh your Connect connections. This includes changing

Replication Groups, Replication Connections, and Replication Map Families.

To refresh a connection:


2. Click Refresh Connection in the ribbon.

Removing Connections

To remove a connection from Connect:


2. Click Remove Connection in the ribbon.

The connection will be removed from Connect. This has no effect on web applications

and Replication Connections in your Replication Network. This action only removes the

web application from being monitored in Connect.

Specifying the Data Refresh Schedule

The data refresh schedule specifies how often Connect retrieves replication statistics

from each of your web applications. To specify this schedule:

1. At the top of the Connect window, select the Data tab.



2. Click Set Schedule. This opens the Refresh Schedule dialog.

3. In the dialog, select Scheduled and enter how often you want to retrieve this

data.

4. Click OK to save the schedule and close the dialog.

Exploring Connections

From the Connection Explorer page, you can view the structure and content of any web

application you have a connection for.



Viewing Web Applications

To view the structure and content of a web application:


2. From the Connection Network menu, select Connection Explorer.

3. Below the ribbon, in the Connection list, select the web application you want to

view. This opens a tree view of the web application.

4. Expand the tree. You can select items in the tree and view their properties in the

table below the tree.



Using Explore Tree Shortcuts

While exploring your connections in Connect there are several shortcuts available. These shortcuts can be accessed when you right-click in the explorer tree. They allow you to alter certain components of your SharePoint directly through Connect, without having to access the SharePoint site.

Add List

This function allows you to add a list, such as a task list or document library, to a SharePoint site via Connect for SharePoint.


2. Right-click a web site, select Add List.

3. The Add List Wizard opens. In the List Details window, configure the new list and

click create list.



4. Refresh your tree and check to see if the list was created.

Add Web

This function allows you to add a web site, such as a team site or blank site, to a SharePoint web application via Connect for SharePoint.


2. Right-click a web collection and select Add Web.



3. The Add Web Wizard opens. In the Add Web window, configure the new list and click create list.

4. Refresh your tree and check to see if the web site was created.

Navigate To

This function navigates you directly to the website view of the list within your SharePoint

environment.

1. In Connect, under the Home tab, click Connection Network

2. Right-click a list, website or site collection, select Navigate To.

3. This opens a browser window showing the selected content.



Moving and Copying List Items

This function allows you to replicate content within a tree between multiple lists quickly and efficiently, without having to re-enter the information multiple times within multiple lists. This is done by Cutting or Copying the list item, and pasting it into another list of the same kind within the same tree.

1. This function is performed in Connect, under the Home tab, in Connection Network, Connection Explorer under the web application of your choice.

2. Expand the list of your choice and select the list item you wish to Copy or Cut.

3. Click Copy if you wish to copy the item and have it remain in the current list as

well. Click Cut if you wish to remove the item from its current list and place it into a different list.

4. Select the List you wish to Paste your item in, and click Paste.

5. Click Refresh Trees to see the pasted item.



Using Snapshots

Snapshots create an image of your web applications and store them in the Connect

database. You can use these snapshots to compare changes in your web application

over time and also in some reports.

Creating Snapshots

To create a snapshot of a web application:

1. On the Connection Explorer page, click to the right of the snapshot list. This

opens the Create Snapshot dialog.

2. In the dialog, enter a name for the snapshot and select what you want to include

in the snapshot. Select what to include in the snapshot based on how you intend

to use the snapshot. The more information you include in a snapshot, the longer

it will take Connect to retrieve that information from SharePoint. Click Start to

begin creating the snapshot.

Connect creates the snapshot in the background while you continue working with

Connect.

Note: It is important to note that the amount of time that it takes a snapshot to complete

is directly related to the size and complexity of your environment. Taking a snapshot of

the structure first can help you see the size and complexity of your environment.

Creating a full snapshot including content can take at least ten times longer than

creating a snapshot with only structure, for a local SharePoint farm. Remote farms can

take longer as network bandwidth will also be a factor.



Viewing Snapshots

To view an existing snapshot, on the Connection Explorer page, select the connection

and then the snapshot from the snapshot list.

Reporting on Snapshot Data

Connect includes a variety of built-in reports that can be run on snapshots. These

reports can help SharePoint administrators better understand the structure, features, and

usage of various SharePoint web applications across their global network. For more

information, see "Reporting on SharePoint and Replicator" on page 34.

Note: Reports rely upon the data from snapshots. Snapshots that contain only structure

or data that was previously loaded into Connect can only report on information included

in the snapshot.

Removing Snapshots

To remove an existing snapshot:

1. Select the snapshot from the snapshot list.

2. Click to the right of the snapshot's name.

This removes the snapshot from the Connect database.

Comparing Web Applications

1. Click Show Comparison Tree in the ribbon. This splits the main screen into two

areas for viewing web applications.

2. Below the ribbon, in the Connection list, in the left panel, select the first web

application you want to compare. This opens a tree view of the web application.

Do the same in the right panel as well for the second web application.

3. Select the snapshots you want to use for the comparison in the Snapshot lists.

4. On the left tree, right-click on the web site or folder you want to compare and

select Set As Root. This allows you to specify the top-most item in the

SharePoint hierarchy to use for the comparison and can be used to compare



items at different levels of the SharePoint hierarchy, such as comparing a root

web site to a sub-site.

5. On the right tree, right-click the web site or folder you want to compare and select

Set As Root.

6. On the left hand side of the tree, select the Comparison Settings tab. It will

expand into a pane with comparison options, which you can select to specify

what you would like to compare.

7. Click outside the Comparison Settings pane to hide the list.

8. If one web application is authoritative, then click Left Tree Master or Right Tree

Master to indicate the authoritative web application. Doing this changes how the



comparison results are shown, but does not affect the comparison.

9. In the ribbon, click Compare to start comparing the sites.

Connect will start to compare the contents of both trees. Depending on the amount of

content in each tree, this can take a while. As Connect finishes comparing branches in

the trees, it displays the comparison results. The results are shaded as follows:

Yellow: Content under this folder is different.

Orange: This content does not exist on the other tree.

Red: Properties for this item are different. Select the item to see its properties.

Gray: This content does not exist on the master tree.

Viewing Only the Differences

This feature provides you with an easier view of differences in your tree comparisons by hiding the items that are the same.

1. After you have compared two trees, right click the root you have compared or one of its children.



2. Select Show Differences Only.

3. This can be selected on one or both trees as per your comparison preferences.

Visualizing your Replication Network

The Connection Diagram page allows you to visualize your SharePoint farms and

Replication Connections between them.



Creating a Connection Diagram

To create a connection diagram:


2. From the Connection Network menu, select Connection Diagram.

3. If you want to add a background image, or later change your background image,

then right-click on the main area and select Add Background Image. Select a

background image to use for the diagram. For your convenience, several images

are included in <ConnectFolder>\Images, where <ConnectFolder> is where you

installed Connect.

4. Drag each farm to move them in the diagram.

5. Right-click each farm to change how that farm appears in the diagram.

6. Use the Show/Hide and Diagram Zoom controls in the ribbon to customize the

diagram.

7. Click Save Layout in the ribbon to save this diagram. After saving the layout, this

will be the default connection diagram the next time you open the page.

Saving Diagrams as Images

Connect can save the current connection diagram as an image file. To do this:

1. On the Connection Diagram page, click Save Diagram As in the ribbon.



2. Select the image type that you want to save the diagram as.

3. Select the location where you want to save the image and enter a file name.

4. Click Save to save the image.

Metalogix Connect for Replicator Monitoring Replication


Monitoring Replication

The tools for monitoring replication are listed under Replication Status in the Connect

navigation pane. Using these tools you can:

View the current replication status and statistics for the web applications in your

Replication Network.

View historical replication statistics across all web applications in your Replication

Network.

Set ETA and Package thresholds to monitor the health of your Replication

Network.

Viewing Current Replication Activity

The Replication Activity page graphs the recent number of packages that were sent and

received over each Replication Connection. The number of points you see in the graph

is based on your data refresh schedule. If you want to see more frequent changes in the

graph, then change your data refresh schedule. See "Specifying the Data Refresh

Schedule" on page 9 for more information.

To view the current replication activity:

1. In Connect, under the Home tab, click Replication Status.

2. If you have not specified a data refresh schedule, then you will be asked to

specify how often you want Connect to poll your web applications for replication



statistics. See "Specifying the Data Refresh Schedule" on page 9 for more

information.

3. From the Replication Status menu, select Replication Activity.

4. Select the Replication Connections you want to view by holding down the Control

key and clicking on rows in the connection table.

5. Click the Data tab and then Refresh Now to update the table and chart with the

latest replication data.

Viewing Current Replication Statistics

The current replication statistics page presents summary statistics for your Replication

Network. You can view these statistics with the use of the Current Totals, or the

summary of the totals in their chart format. These statistics summarize the Replication

Events and Packages that are currently being replicated.

If you have configured ETA and/or Package thresholds and any of the current statistics

exceeds the thresholds, then those values will be marked in the table. Orange values

exceed warning thresholds and red values exceed critical thresholds.

To view current replication statistics:







information.

3. From the Replication Status menu, select Current Replication Statistics.

4. By default, the chart shows all data, but if you want to only see a subset of the

available data, then you can individually select the rows, columns, and cells you

want to see by clicking on the headings or holding down the Control key and

clicking on individual cells.

5. Click the Data tab and then Refresh Now to update the table and chart with the


The table and chart show the following information:

Farm

Each available farm is listed.

Web Application

The application associated with each farm is listed.

Remote Server

Each configured replication connection is listed here.

Last Contact

Specifies the time at which the remote server connection was last contacted in order to

display the current totals.

Current Totals

Current Totals are measured and calculated based on a specific hour-long interval.

Processes

The following table describes the Outbound and Inbound Current Totals displayed.



Current Totals Description

Outbound Packages Measurement based on the number of outbound packages

waiting to be applied

Outbound Packages

Per Hour

Calculation based on the number of packages sent per hour

Outbound ETA (mins) Calculation based on the number of time in minutes that it

would take to replicate a package from this source if it was

created right now

Outbound Trend Measurement based on the current trend of outbound

packages, affected by the outbound packages per hour

Inbound Packages Measurement based on the number of inbound packages

waiting to be applied

Inbound Packages

Per Hour

Calculation based on the number of packages received per

hour

Inbound ETA (mins) Calculation based on the amount of time in minutes that it

would take to apply a package on this target if it was created

right now

Inbound Trend Measurement based on the current trend of inbound

packages, affected by the inbound packages per hour

Viewing Historical Replication Statistics

The historical replication statistics page presents summary statistics for your Replication

Network. You can view these statistics using the numeric totals and also summarized in

a chart.



To view historical replication statistics:





information.

3. From the Replication Status menu, select Historical Replication Statistics.

4. By default, the chart shows all data, but if you want to only see a subset of the

available data, then you can individually select the rows, columns, and cells you

want to see by clicking on the headings or holding down the Control key and

clicking on individual cells.

5. Click the Data tab and then select Refresh Now to update the table and chart

with the latest replication data.

The table and chart show the following information:

Farm

Each available farm is listed.

Web Application

The application associated with each farm is listed.



Remote Server

Each configured replication connection is listed here.

Last Processed

Specifies the time at which the remote server connection was last processed to display

the following Totals.

Totals

Totals are measured and calculated based on the historical Current Totals of each farm

server and their respective web applications and individual connections.

Processes

The following table describes each Outbound and Inbound Total displayed.

Current Totals Description

Packages Outbound Measurement based on the number of packages which have

been replicated on the outbound server since reset

Events Outbound Measurement based on the number of events that have

been replicated on the outbound server

Transferred Size

Outbound (MB)

Calculation of the number of MB which have been replicated

from the outbound server

Packages Inbound Measurement based on the number of packages which have

been applied on the inbound server since reset

Events Inbound Measurement based on the number of events that have

been applied on the inbound server

Transferred Size

Inbound (MB)

Calculation of the number of MB which have been replicated

onto the inbound server

ETA Thresholds

You can configure ETA thresholds to inform you and your colleagues when your

Replication Network is not performing as expected. To configure ETA thresholds:


2. From the Replication Status menu, select ETA Thresholds.

3. ETA Thresholds indicate that it is taking too long to send or receive Replication



Packages. If you want to specify ETA thresholds, then enter them in the table.

As you enter thresholds in the table, they are automatically saved. You will be able to

see when these thresholds are exceeded on the Replication Statistics: Current page.

You can also configure e-mail alerts to receive automatic notifications.

Package Thresholds

You can configure ETA thresholds to inform you and your colleagues when your

Replication Network is not performing as expected. To configure ETA thresholds:


2. From the Replication Status menu, select Package Thresholds.

3. Package Count Thresholds indicate that there are too many replication packages

waiting to be sent or applied. If you want to specify package count thresholds,

then enter them in the table.

As you enter thresholds in the table, they are automatically saved. You will be able to

see when these thresholds are exceeded on the Replication Statistics: Current page.

You can also configure e-mail alerts to receive automatic notifications.

Enabling E-mail Alerts

Connect sends e-mail alerts when it detects potential problems in your Replication

Network. The Connect application must be running for alerts to be sent.

To enable e-mail alerts:


2. From the Replication Status menu, select E-mail Alerts.

3. If you have not configured an e-mail server, then you will be asked to configure

one. You cannot configure e-mail alerts until you have configured an e-mail

server.



4. Expand the farms you want to configure alerts for. Under the Farm Alert

Settings tab, select Replication Engine Stopped if you want to be notified

when Connect cannot access Replicator on the farm.

5. Under the Server Alert Settings tab, select the alerts you want to receive for

each Replication Connection. ETA and package count threshold alerts will only

be sent if you have also configured those thresholds. See the ETA Threshold and

Package Threshold sections for more information.

As you enter select alerts, they are automatically saved.

Changing E-mail Server Settings

To change the settings for the configured e-mail server:

1. At the top of the Connect window, select the Settings tab.

2. Click Configure. This opens the E-mail and Server Configuration dialog.

3. In the dialog, change the e-mail server settings.

4. Click Send Test E-mail to verify the settings you entered.

5. Click Save to save the settings and close the dialog.

Metalogix Connect for Replicator Replication Tracking


Replication Tracking

Event Tracking

Metalogix Replicator, Enterprise Edition customers can use Connect to track events as

they are replicated through your Replication Network.

To track events:

1. In Connect, under the Home tab, click Replication Tracking and then select

Event Tracking.

2. In the Search Settings pane, select the search criteria and click Search. Events

matching the search criteria are shown in the second column.

3. Select a search result to see where that event was replicated. As you select

events in the search results, the Selected Item and Event Tracking Diagram

panes show details about the event.

4. Click the Data tab and select Refresh Now to update the table and chart with the




Package Tracking

Metalogix Replicator, Enterprise Edition customers can use Connect to track packages

as they are replicated through your Replication Network.

To track packages:

1. In Connect, under the Home tab, click Replication Tracking and then select

Package Tracking.

2. In the Search Criteria pane, select the search criteria and click Search.

Packages matching the search criteria are shown in the second column.

3. Select a search result to see where that package was replicated. As you select

packages in the search results, the Selected Item and Package Tracking

Diagram panes show details about the package.

4. Click the Data tab and select Refresh Now to update the table and chart with the


It is important to note that if you clear a package from the Monitor Replication page,

accessed via Central Administration page, before Connect has the opportunity to load

the package data, then you will not be able to see that package in Package Tracking.

This applies to both manual and automatic package clearing.



Tracking Diagrams

The Event Tracking Diagram graphically shows the farms an event was replicated

between. The lines in the diagram indicate the status of the Replication Package for this

event. Possible values are:

Status Line Color Line Style Connector

Applied Green Solid Arrow

Unapplied Green Dotted Arrow

Warning Yellow Solid Arrow

Error Red Solid Circle

Skipped None None None

Conflict Blue Dotted Arrow

Rejected Blue Solid Circle

Unknown Red Dotted Arrow

Metalogix Connect for Replicator Reporting on SharePoint and Replicator


Reporting on SharePoint and Replicator

Connect includes several built-in reports that summarize your SharePoint and Replicator

environments. These include SharePoint Snapshot reports and Replicator reports.

Generating Reports

1. In Connect, under the Home tab, click Reports.

2. From the Reports menu, select the report you want to view.

Viewing Reports

There are various ways in which to sort and filter your reports.

- Sort reports by clicking on the column heading you want to sort by.

- Filter reports by clicking the filter icon in the top-right corner of any column heading.

- Filter rows dynamically by right-clicking the heading row and selecting Show

Auto Filter Row. This adds a row between the report and the column headings

where you can enter filter criteria for each column.

- Search for values in the report by right-clicking the heading row and selecting

Show Find Panel. In the panel, enter the phrase to search for.

Snapshot Reports

The SharePoint Snapshot reports show information about your SharePoint environment

that is useful to SharePoint administrators looking for a high-level summary of how

SharePoint is being used. These reports are generated based on existing snapshots

taken in Connect and are not based on the current, live, state of SharePoint. See "Using

Snapshots" on page 16 for more information.

Snapshot reports include the following kinds of reports:

Report Name Contents

SharePoint Snapshot Summary Provides an overview of your SharePoint

environment. Including number of site

collections, websites, lists, folders.

Metalogix Connect for Replicator Reporting on SharePoint and Replicator


Report Name Contents

Features by Farm Provides an overview of your SharePoint

features activated by farm. You can

search your scope according to web

application, site collection, or web site.

Site Collection by Farm Provides an overview of your site

collection by farm. This report details the

owner of the site collection, and content

database information for the site

collection.

Websites by Farm Provides an overview of the website

located within a farm. This includes the

website author, list item file sizes, and url

details.

Lists by Farm Provides an overview of all lists within a

farm. This includes lists by site, items

checked out by list/site, the number of lists

over a variable amount of items, and

document library item count and size by

site.

Content Databases by Farm Provides an overview of content

databases on a farm. This includes the

statuses of content databases and site

collection counts.

When reading snapshot reports, note that:

Snapshot reports only show values for data that is included in the snapshot. If

you create a snapshot using only structure, then you will not be able to see list

item details, such as the number of checked out items in a list or the total size of

library items.

Some snapshot reports show an approximate size of SharePoint web sites and

lists. These are calculated using individual list items in the snapshot and do not

include recycled items or older versions of library items. The calculated sizes

may not exactly match the size of content stored in the SharePoint database.

Snapshots taken with earlier releases of Connect may not display information for

all of the values in a report.

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