Replicator - Metalogix

Replicator - Metalogix
Replicator
Advanced Installation Guide
VERSION 7.4.0
July 20, 2017
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Copyright
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Contents
Advanced Installation Guide ....................................................................................................................... 5
Metalogix Replicator Documentation ................................................................................................... 5
Introduction ......................................................................................................................................... 5
Planning your Deployment ................................................................................................................... 6
Installing Replicator into your SharePoint Farm ...............................................................................6
Silent Install ...................................................................................................................................7
Estimated time to Install and Configure Replicator ..........................................................................7
Requirements .................................................................................................................................7
Hardware Requirements .......................................................................................................... 7
Software Requirements ........................................................................................................... 8
Access Requirements ............................................................................................................... 9
Availability Requirements ...................................................................................................... 10
Information Required for a Successful Deployment .......................................................................10
First Web Application ............................................................................................................. 11
Second Web Application ......................................................................................................... 11
Installing Metalogix Replicator ........................................................................................................... 11
Prepare your SharePoint Farm .......................................................................................................11
Backing Up the SharePoint Environment ................................................................................. 11
Ensuring SharePoint Servers have Identical Customizations .................................................... 11
Migrate content databases from Windows Internal Database to an instance of SQL Server ...... 12
Network Share ....................................................................................................................... 12
Downloading and Preparing the Replicator Installer ......................................................................12
Installing Metalogix Replicator ......................................................................................................12
Configuring Replicator For the First Server in a Multi-Server Farm .................................................13
Running the Replicator Configuration Wizard .......................................................................... 13
Configuring Replicator on Subsequent Servers in a Multi-Server Farm ...........................................21
Running the Replicator Configuration Wizard .......................................................................... 21
In-Place Upgrade of Replicator ......................................................................................................24
Upgrade with Uninstall and Reinstall .............................................................................................25
Upgrading on a Multi-Server farm ..................................................................................................25
Uninstalling Replicator From a Multi-Server Farm ..........................................................................25
Full Uninstall for Replicator ...........................................................................................................27
Maintain Replication Network .......................................................................................................29
Installing SQL Server Updates ................................................................................................. 30
Installing SharePoint Updates ................................................................................................. 30
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Confirming Replicator works with the SharePoint Update ....................................................... 30
Installing the SharePoint Update ............................................................................................ 30
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Advanced Installation Guide
Metalogix Replicator Documentation
Metalogix Replicator documentation ships with the Metalogix Replicator distribution. It is also available
at the Metalogix Product Resource Center, http://www.metalogix.com/Support/Product-ResourceCenter.aspx.
The Metalogix Replicator documentation set consists of the following guides:
Whats New
The Whats New document provides an overview of all the new and improved features available in
Replicator within the editions.
Product and Concepts Guide
The Product and Concepts Guide provides a high-level overview of Metalogix Replicator and describes
new features introduced in this release.
Quick Start Guide
The Quick Start Guide guides you through a basic installation and configuration of Replicator. After
completing this guide you will have a working Replicator Network where changes made on one web
application are automatically replicated to the other. You will be able to move onto the Evaluation Guide
to perform various Metalogix Replicator scenario tests on your environment.
Installation Guide
The Installation Guide guides you through installation, uninstall, and upgrading of Metalogix Replicator
in various SharePoint farm configurations.
Evaluation Guide
The Evaluation Guide guides you through various Metalogix Replicator scenarios, provided for the
purpose of reviewing Replicator within your own SharePoint environment. Prospective Clients are
encouraged to use this guide to test Replicator.
Reference Guide
The Reference Guide describes the operations and user interface available to replication administrators
through the SharePoint Central Administration and Site Administration pages.
Command-line Reference
The Command-line Reference describes the PowerShell commands you can use to configure and
maintain your Replication Network.
Scenario Guides
Scenario Guides describe specific product features and how to implement and configure them for your
SharePoint environment.
Introduction
A SharePoint network consists of one or more farms. Each farm is a collection of one or more connected
computers. Each farm runs at least one web application. By installing and configuring Metalogix
Replicator for SharePoint, you create a Replication Network, which replicates SharePoint content
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between web applications in your SharePoint environment. You can use Replicator to replicate this
content between farms or within the same farm. In order to replicate between farms, you must install
Replicator on each farm. This guide will run through various installations, upgrade, and uninstall
scenarios based on various farm configurations.
For a basic installation scenario, see the Replicator Quick Start Guide, and for further configuration and
evaluation of Replicator see the Replicator Evaluation Guide.
Security Certification
All external communications by the Replicator software are Federal Information Processing Standard
(FIPS) 140-2 compliant.
Common Replication Network Topologies
In the case of each topology demonstrated below, Replicator would need to be installed on each farm
for replication to take place.
Planning your Deployment
This section provides an overview on how to plan the deployment of Replicator.
Installing Replicator into your SharePoint Farm
Metalogix Replicator can be installed on any server in your SharePoint farm that is running the
SharePoint web application service.
You can install Replicator on more than one server in your farm, but only Enterprise Edition licenses
support running multiple Replicator installations at the same time in the same farm.
For every scenario of installation, and on every server/farm where you will be installing Replicator, you
will have to download and run the installer. Downloading and running the installer are both detailed in
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this document in section Downloading and Preparing the Replicator Installer and section Installing
Metalogix Replicator, respectively.
There are multiple benefits to running Replicator on more than one server. For a detailed list of these
benefits, see the Replicator Product and Concepts Guide.
Silent Install
Replicator installations can be run directly from a command prompt without prompting for additional
information. For more information on the installation and configuration commands, see the Replicator
Command Line Reference Guide Guide.
Estimated time to Install and Configure Replicator
By following the install process, we expect that most users will be able to install and configure Replicator
in approximately four hours. The actual time required will vary based on the amount of preparation tasks
you perform before running the Metalogix Replicator installer, the number of servers you have in a farm,
and the number of farms you have in total.
Requirements
The following tables describe the hardware, software, and access requirements for Metalogix Replicator.
If our requirement is equivalent or less restrictive than a SharePoint requirement, then we do not
document it here.
Hardware Requirements
Component
Requirement
Processor
Under normal circumstances, the Replicator processor requirements are
the same as SharePoint. When replicating large amounts of SharePoint
content, Replicator uses a greater amount of CPU capacity. The
expected load is comparable to up to 10 full time users accessing the
web front end.
Memory
Replicator Basic and Standard editions require at least 1.25 GB of
available memory.
Replicator Enterprise Edition requires at least 1.5 GB of available
memory.
Additionally, ensure there is approximately 10 times the size of the
largest file you expect to replicate in available memory.
For example, if you are using Replicator Standard Edition and expect to
replicate files that are 25 MB and smaller, then you should have 1.5 GB
(1.25 + 10 x 0.025) of available memory for Replicator.
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Component
Requirement
Disk Space
At least 500 MB of free disk space in the %TEMP% folder of the server
where Replicator is installed.
At least 20 GB of free disk space in a shared network folder. This is for
your Replicator Data Folders. This number is a rough guideline and is
affected by how frequently changes occur in your SharePoint
environment, how often packages are cleared, and several other
Replicator configuration settings.
At least 4 GB of free disk space in SQL Server is required where the
SharePoint configuration database is stored.
Software Requirements
Component
Requirement
Operating System
Any of:
· Windows Server 2016
· Windows Server 2012 R2
· Windows Server 2012
· Windows Server 2008 R2
· Windows Server 2008
· Windows Server 2003 SP1
If you are using Replicator on Windows Server 2003, then you must also
install the following from http://download.microsoft.com:
· Background Intelligent Transfer Service (BITS) 2.5 or higher
· .NET Framework 3.5 or higher
SharePoint
Any of:
·
·
·
·
·
·
·
Microsoft Office SharePoint Server 2016
Microsoft SharePoint Server 2013
Microsoft SharePoint Foundation 2013
Microsoft SharePoint Server 2010
Microsoft SharePoint Foundation 2010
Windows SharePoint Services 3.0
Microsoft Office SharePoint Server 2007
Replicator does not support SharePoint standalone installations. The
SharePoint standalone installation option includes a built-in database
and restricts your SharePoint environment.
Replicator does not support the use of the built-in Network Service
account as your SharePoint farm application pool account.
Database
Any of:
· SQL Server 2016
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Component
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Requirement
·
·
·
·
·
SQL Server 2014
SQL Server 2012
SQL Server 2008 R2
SQL Server 2008
SQL Server 2005
Replicator does not support any database installed automatically by the
SharePoint installer. Refer to Migrate content databases from Windows
Internal Database to an instance of SQL Server 12 for more information.
Ports
Ports 7357 and 7358 must be available for Replicator interprocess
communication on the server where you install Replicator. If these
ports are not available, then contact Metalogix Support for further
instructions.
Windows PowerShell
If you want to run Replicator administration commands in Windows
PowerShell, then you must install PowerShell before installing
Replicator.
Remote Differential
Compression
To use Differencing Compression with Replicator, you must install the
Remote Differential compression feature on servers in each farm where
Replicator is installed.
In Windows Server 2012, 2012 R2, 2008 R2, and 2008, this can be done
from Server Manager.
On Windows Server 2003, you must download and install the feature
from http://download.microsoft.com.
Access Requirements
Component
Requirement
Installing User
The Replicator installer must be run under a user account that is:
· A member of the Local Administrators group on each server in
the farm that replicator functionality will be deployed to.
· A member of the Central Administration Application Pool.
This is usually the Farm Admin account.
· "Db_owner" of the SharePoint Config DB in SQL Server, as well
as a "dbcreator", "securityadmin", and member of the "public"
role.
This applies to all servers in the farm running either the Windows
SharePoint Services Web Application service, or the Microsoft
SharePoint Foundation Web Application service.
Application Pool Accounts
If you have different application pool accounts for Central
Administration and your web applications, then add the user to the
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Requirement
SharePoint configuration database and grant them the "public" role.
This is done because permissions are copied from the SharePoint
configuration to the replicator databases.
Although this change can be done manually after installing Replicator, it
is much simpler to grant these permissions prior to installation.
Server Access
HTTP or HTTPS access to all replication servers, without proxies
requiring a separate login.
SharePoint Access
Access to the Windows SharePoint Services SQL servers, via NTLM or
Kerberos.
Firewalls
If there is a firewall separating the farms, then you must configure the
firewall to allow servers in one farm to access a web front end in the
other farm.
Activation
Replicator activates your license key during its installation by contacting
a Metalogix server. Replicator will periodically refresh the activation as
it runs.
For customers without an Internet connection or who want to review
the information that is being sent to Metalogix, offline activation is
available. Installations using offline activation must be manually
refreshed every 365 days. For more information, see the ActivateOffline
command in the Replicator Command Line Reference Guide.
Replicator Service
The user you run replication services under must be a Central
Administration Application Pool user.
Availability Requirements
Component
Requirement
IIS and SharePoint
Replicator deploys solutions to the Central Administration and Web
Front-end servers and must restart IIS to do this. A brief service outage
will occur on these servers during the deployment process.
Information Required for a Successful Deployment
The installation and configuration tasks described in this guide require two web applications, their
corresponding Central Administration pages, and administration user accounts. The following table lists
the information you will need to successfully deploy Replicator.
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First Web Application
Item
Example
Value for your Environment
Web Application URL
http://corporateoffice
Central Administration
http://corporateoffice:2000
Administration Account
contoso\spsadmin
Second Web Application
Item
Example
Value for your Environment
Web Application URL
http://londonoffice
Central Administration
http://londonoffice:2000
Administration Account
contoso\spsadmin
Installing Metalogix Replicator
The first part of any type of Metalogix Replicator installation requires you to prepare your SharePoint
Farm, ensuring that all of the above software requirements have been met.
Prepare your SharePoint Farm
In this section we will be preparing your servers and SharePoint environment for Metalogix Replicator.
We do this by first performing prerequisite tasks.
Backing Up the SharePoint Environment
Before installing Metalogix Replicator, we strongly recommend making a complete backup of your
SharePoint environment. This backup should include any content and configuration databases, web
server extensions, custom library files, and IIS settings.
For more information on these steps, see the Microsoft SharePoint documentation.
Ensuring SharePoint Servers have Identical Customizations
Ensure that the identical versions of any SharePoint customizations are deployed to both SharePoint
farms. Customizations can include custom web parts, solutions, event receivers, web services, site
definitions, and list definitions.
For more information on these steps, see the Microsoft SharePoint documentation or the
documentation for the customizations.
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Migrate content databases from Windows Internal Database to an instance of SQL Server
If you have installed SharePoint with an internal database, you must reinstall SharePoint to have an
external database. Please see http://technet.microsoft.com/en-us/library/cc287738.aspx for installation
information.
Network Share
Replicator requires a network share to be set up, especially if Replicator will be installed on multiple
web front ends. All servers on the farm must have access to the share in order for Replication to work.
You can either manually create a network share, or allow the configuration wizard help you create one.
Downloading and Preparing the Replicator Installer
To download Replicator and prepare the setup files for installation:
1. Download Replicator from the Metalogix website:
https://www.metalogix.com/content/replicator
2. Extract the Replicator installer from the file you downloaded. In most cases you can right-click
on the file and select Extract All.
Installing Metalogix Replicator
You must install on all servers within the farm that you want to have Replicator running on. The servers
must also be running the SharePoint web app service.
To install Replicator to your SharePoint farm:
1. From the directory where you extracted the installer, run Metalogix Replicator for SharePoint
to start the setup process. The exact file name depends on your operating system
architecture.
2. The welcome page allows you to open the Evaluation Guide and/or the Quick Installation
Guide for further information about Replicator. To proceed with installation click Install
Replicator. This will launch the Replicator Installer.
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3. At the welcome screen, click Next.
4. At the License Agreement screen, review the agreement, select one of the choices, and click
Next. If you do not accept the agreement, then you must click Cancel and exit the installer.
5. On the Installation Folder screen, select the default. Click Next.
6. On the Ready to Install the Program screen, click Install to start installing Replicator.
7. After the installer finishes, select Launch the Replicator Configuration Wizard and click Finish.
Replicator is now installed on the server. The following sections describe the various configuration
wizard settings you can choose, based on the type of installation you are doing. Your installation will vary
depending on where and why the installation of Replicator is being run. Please choose the section that
pertains to your particular installation type.
Configuring Replicator For the First Server in a Multi-Server Farm
In this installation scenario we will be configuring Replicator as an installation on the first server with
SharePoint Service in a multi-server farm.
Running the Replicator Configuration Wizard
The Replicator Configuration Wizard integrates Metalogix Replicator into your SharePoint farm. To
complete the wizard:
If you launched the configuration wizard automatically after installing Replicator, then you can skip
this step. To manually launch the configuration wizard, from the Windows Start menu, select All
Programs, Metalogix, Replicator, and then Replicator Configuration Wizard.
1. On the Welcome screen, click Next.
2. On the Central Administration Application Pool Credentials screen, enter the password for
the current user.
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3. On the Prerequisite Checks screen, the configuration wizard tests your environment to
ensure Replicator will run properly. Review the messages and click Next to continue.
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4. On the Select Installation Type screen, select Install or upgrade the first Replicator Engine in
this farm and click Next.
5. On the License Key Information screen, enter your license key and select whether you want
to activate the key automatically online, or activate manually offline. If you choose offline
activation then go to step 6, if you choose online activation then click Activate and Next
before continuing to step 10.
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6. In order to perform offline activation you must first select the Activate Offline option. Your
first step is to copy the activation data to your clipboard or save the file.
7. Go to http://metalogix.com/OfflineActivation in order to get an activation key file. On this site
you will have to either paste the Activation Data, or upload it by browsing your computer for
the saved Activation Data file. Once you have pasted or uploaded the required Activation
Data, click Activate.
8. You will be notified if Activation was successful. At this point you will need to either copy the
activation text and save it in a file or download it as a file in order to enter it into the
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configuration wizard to complete activation of Replicator.
9. In the Configuration Wizard, hit Browse and find the file containing the activation text. Once
you've selected the file with the Activation Key, select Activate.
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10. On the Replicator Data Folders Configuration screen, select whether you like to create a
shared network folder on this server or whether you already have a shared network folder
available. Click Next.
If you selected "I have a shared network folder available" then you will be prompted to
browse and select this folder.
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If you selected that you "would like to create a shared network folder on this server" then
you will be prompted give the folder a name and choose its location.
11. On the Select Web Application to Enable screen, you can select which applications, if any, you
wish to enable for replication. Once you have selected the applications you wish to enable,
click Next.
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12. On the Farm Options screen you can do the following:
·
·
·
·
Give your farm a farm friendly name
Select whether you would like to make this farm the administrator for Replicator.
Choose the administration Web Application.
Specify the email addresses that you would like Replicator email alerts to be sent to.
Click Next.
13. On the Installation Options screen you can choose whether to deploy the Replicator solution,
and whether to start the services. Click Start.
14. Once the Install and Deploy of solutions has completed, click Next.
15. Once the Configuration Confirmation is completed, click Next.
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16. On the final screen you can select whether you would like the wizard to launch Central
Administration for you on finish. To complete the configuration wizard click Finish.
Configuring Replicator on Subsequent Servers in a Multi-Server Farm
The installation process for subsequent servers on a multi-server farm is fairly similar to the installation
on the initial server. Begin by running through the Prepare your SharePoint Farm, Downloading and
Preparing the Replicator Installer, and Installing Metalogix Replicator sections found above, for the
subsequent server in question, before moving on to this next section.
Running the Replicator Configuration Wizard
The Replicator Configuration Wizard integrates Metalogix Replicator into your SharePoint farm. To
complete the wizard:
If you launched the configuration wizard automatically after installing Replicator, then you can skip
this step. To manually launch the configuration wizard, from the Windows Start menu, select All
Programs, Metalogix, Replicator, and then Replicator Configuration Wizard.
1. On the Welcome screen, click Next.
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2. On the Central Administration Application Pool Credentials screen, enter the password for
the current user.
3. On the Prerequisite Checks screen, the configuration wizard tests your environment to
ensure Replicator will run properly. Review the messages and click Next to continue.
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4. On the Select Installation Type screen, select Install or upgrade an additional Replicator
Engine in this Farm and click Next.
5. On the Installation Options screen you can choose whether to deploy the Replicator solution.
Click Start.
6. Once the install and deploy has completed, click Next.
7. Once the configuration confirmation has finished running, click Next.
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8. On the Select Web Application to Enable screen, you can select which applications, if any, you
wish to enable for replication. Click Enable Replication.
9. Replicator is now installed and configured on the server.
In-Place Upgrade of Replicator
An in-place upgrade of Replicator simply requires you to run the newer versions of the installation and
configuration wizard over your current version. Newer versions of Replicator can be installed directly
over any earlier, Replicator 5, or Replicator 6 release. To do this, run the Replicator installer and
complete the Configuration Wizard as described in this guide in the Configuring Replicator For the First
Server in a Multi-Server Farm section and Configuring Replicator on Subsequent Servers in a Multi-Server
Farm section. Upgraded Replicator farms will still be able to replicate to and from farms that are not
upgraded.
After upgrading a farm, you may need to perform the following additional tasks:
· Replicator 4.1 rules are not upgraded to newer versions of Replicator. You must recreate any
rules that were previously configured. For more information on creating rules, see the
Replicator Reference Guide.
· To use adaptive replication, you must upgrade all farms to the current version of Replicator and
then refresh all Replication Connections. You can refresh these connections by opening,
testing, and saving them in Central Administration or by running the PowerShell UpdateReplicatorConnections command. For more information on this command, see the
Replicator Command Line Reference Guide.
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Upgrade with Uninstall and Reinstall
In order to run an upgrade by first uninstalling and then reinstalling, you must perform the uninstall as
detailed in the Uninstalling Replicator From a Multi-Server Farm section. You must then reinstall as you
would a typical install - detailed in the Installing Metalogix Replicator. You can then proceed by
configuring Replicator as detailed in the Configuring Replicator For the First Server in a Multi-Server Farm
or Configuring Replicator on Subsequent Servers in a Multi-Server Farm sections.
Upgrading on a Multi-Server farm
When upgrading on a multi-server farm where Replicator is installed on more than one server, you
simply need to run the upgrade as an in-place upgrade, as instructed in the In-Place Upgrade of
Replicator section. You will need to do this for each farm that you wish to have upgraded. Upgraded
Replicator farms will still be able to replicate to and from farms that are not upgraded. This allows you to
continue replicating while upgrading your individual farms one at a time.
Uninstalling Replicator From a Multi-Server Farm
In order to uninstall Replicator from a farm in a multi-server farm, you must uninstall while keeping the
databases. You do this so that your other servers continue to have access to them, and continue
functioning. Follow these steps to uninstall Replicator while keeping the databases:
1. Start the uninstall application using one of the following methods:
· (Windows Server 2003) In Control Panel, open Add or Remove Programs.
· (Windows Server 2008) In Control Panel, under Programs, open Programs and Features.
· (Windows Server 2012) In Control Panel, under Programs, open Programs and Features.
2. On the Replication Configuration Wizard welcome screen, click Next.
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3. On the uninstall options screen select Remove Replicator from this computer and enter your
user account password. This ensures that Replicator is only removed from this one server, and
it does not allow you to remove the Replicator databases, which are needed for your other
Replicator servers to function. Click Next.
4. Once the Retract and Remove screen has completed, click Next.
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5. Once Configuration Confirmation has completed, click Finish.
6. You will now be prompted about whether you are sure you would like to uninstall Replicator.
Click Yes.
7. The uninstall will run and complete on its own. To ensure that the program has been
uninstalled, you can check under your program list, accessed through control panel. Metalogix
Replicator should no longer be listed there.
Full Uninstall for Replicator
To remove Replicator completely from your single-server farm, or from the "last" sever in a multi-sever
farm, do the following:
1. Start the uninstall application using one of the following methods:
· (Windows Server 2003) In Control Panel, open Add or Remove Programs.
· (Windows Server 2008) In Control Panel, under Programs, open Programs and Features.
· (Windows Server 2012) In Control Panel, under Programs, open Programs and Features.
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2. Select Metalogix Replicator for SharePoint and follow the on-screen instructions to uninstall a
program. This launches the Metalogix Replicator Configuration Wizard.
3. In the Configuration Wizard, at the Welcome screen, click Next.
4. On the Uninstall Options screen select Remove Replicator from farm, and be sure that
Remove Replicator Databases is selected, to ensure a complete uninstall of Replicator. Click
Next.
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5. Once the Retract and Remove screen has completed, click Next.
6. Once Configuration Confirmation has completed, click Finish.
7. You will now be prompted about whether you are sure you would like to uninstall Replicator.
Click Yes.
8. The uninstall will run and complete on its own. To ensure that the program has been
uninstalled, you can check under your program list, accessed through control panel. Metalogix
Replicator should no longer be listed there.
Maintain Replication Network
In this phase of the lifecycle, we maintain the health and optimize your Replication Network.
Maintaining your Replication Network is out of scope for this guide. See the Metalogix Replicator
Reference Guide and Knowledge Base articles for more information about maintenance activities and
tasks.
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Installing SQL Server Updates
Before installing any SQL Server updates, disable the Metalogix Replicator services running in the farms
using that database.
To install a SQL Server update:
1. On each server in the farm where Replicator is running, open the Windows Services window
and stop both Metalogix Replicator services.
2. Install the SQL Server update.
Restart all of the Metalogix Replicator services that were stopped in step 1.
Installing SharePoint Updates
Before installing any SharePoint updates, disable replication for any web applications in the SharePoint
farm you are updating. The following tasks guide you through the process of installing a SharePoint
update on any farms configured for replication.
Confirming Replicator works with the SharePoint Update
To confirm Replicator works with the SharePoint Update:
1. In Central Administration, open Application Management and select About Metalogix
Replicator.
2. On the About Metalogix Replicator page, click Get Version Information. This updates the
SharePoint version shown on the page to show the most recent SharePoint version supported
by this version of Metalogix Replicator.
If a newer version of Metalogix Replicator is available, then you will also see that on this page and the
latest SharePoint version it supports.
If you are updating SharePoint to a version that is supported by Replicator then continue with the next
task.
If you are updating SharePoint and Replicator at the same time, then you must first disable replication
for all web applications in this farm. After the web applications are disabled, you can update both
products in any order.
If the SharePoint update is not supported by Replicator, then you should not install the SharePoint
update. Contact Metalogix Technical Support for additional information.
Installing the SharePoint Update
To install a SharePoint update:
1. From the Central Administration Application Management page, select Configure Web
Application and disable replication for each web application in the SharePoint farm you are
updating. This must be done for all web applications in the farm that are enabled for
replication.
2. Install the SharePoint update.
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Replicator <%ADVANCEDINSTALLGUIDE%>
Metalogix
From the Central Administration Application Management page, select Configure Web Application and
enable replication for each web application you disabled earlier.
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