Preinstallation Checklist for the SharePoint Server Agent

Use this preinstallation checklist to prepare the computer where you will install the SharePoint Server Agent, and to gather all of the information you will need during the installation.

Verify System Requirements

Verify that the computer where you will install the SharePoint Server Agent satisfies the minimum requirements. For more information, see System Requirements - SharePoint Server Agent.

Verify License Requirements

Based on the licensing mechanism used in your CommCell environment, verify that the CommCell has the required licenses to use the SharePoint Server Agent. For more information, see License Requirements - SharePoint Server Agent.

Determine the Installation Location

Based on your environment, install the SharePoint Server Agent on the appropriate computer.


Where to install the software


On the computer on which the SharePoint Server resides


On the physical nodes of the cluster where the SharePoint Server resides


On the SharePoint farm, install the software on the Application Server that hosts the Central Administration site.

Verify Required Permissions

Verify that you have the required permissions for the following accounts:


Permissions Required

SharePoint user account that has access to the SharePoint farm

  • Local administrative rights

  • FARM administrator rights

  • SP Shell administrator permissions

  • Full control under Policy for Web Application for every Web Application

  • SQL System Admin Server Role for the instance where SharePoint databases reside

  • Site Administrator permissions for all Site Collections

  • Full permissions to the Job Results and Log Files folders

SQL Server Services account for the SharePoint instance

Full permissions to the Job Results and Log Files folders.

SharePoint Services Timer account

Full permissions to the Job Results and Log Files folders.

All Web Application Pools accounts

Full permissions to the Job Results and Log Files folders.


  • Commvault services account, also known as the SharePoint Administrator account, is used to run the SharePoint backup operation.

  • The Job Results directory should not point to the system drive (C:) of the computer.
    For steps to change the Job Results directory, see Changing the Path of the Job Results Directory.

Configure User Accounts

Before installing the SharePoint Agent, ensure that the following prerequisites are met:

  • Commvault services account must be a member of the local administrators group.

  • Log onto the SharePoint server as a Commvault service account user to run the following command:

    Add-SPShellAdmin -username DOMAIN\YourUser
  • Restart the Commvault services to update service account information after assigning permissions, or else it will use old information in the cache.

  • Use the same user account to run the SQL agent and the SQL server account.

  • Commvault user should be a sysadmin user on the SQL server where the configuration database resides.

    For more information, see KB article SP0002.

Gather Installation Data

Refer to the items in this section to gather the information that you will need during the installation. Record the information before you begin installing the software, so you can refer to it during the installation.

You can install the SharePoint Server Agent using either the CommCell Console or the installation package created by the Download Manager. Any item that applies to only one of these installation methods is noted.

Commvault Package to Install

Install the SharePoint package, which is under the Applications category.


If the File System Agent is not installed on the computer, the File System Core and File System packages are automatically installed with the package that you selected. The File System Agent will not consume any licenses.

To gather the required information for the File System Agent, refer to the Gather Installation Data section in the Preinstallation Checklist for the Windows File System Agent.

Client Computer Details

If the File System Agent or another package is already installed on the computer, you are not required to gather all the computer details again. The level of detail depends on how the package you selected is installed, as follows:

  • For installations using the CommCell Console, the installation program requests only the name of the client computer.

  • For installations using the installation package, the installation program reads the details from the previous installation.

SharePoint Server Details

Collect the following SharePoint server details:

  • Server name

  • Administrator user account to access the SharePoint server