ZL UA Configuring Exchange 2010 for Archiving Guide. Version 7.0

Transcription

1 ZL UA Configuring Exchange 2010 for Archiving Guide Version 7.0

2 ZL Technologies, Inc. Copyright 2011 ZL Technologies, Inc.All rights reserved ZL Technologies, Inc. ( ZLTI, formerly known as ZipLip ) and its licensors retain all ownership rights to the software programs offered by ZLTI (referred to herein as Software ) and related documentation, (together, the Products ). Use of the Software and related documentation is governed by the license agreement accompanying the Software and applicable copyright law. Your right to copy the Products is limited by copyright law and the license agreement. Making unauthorized copies, adaptations, or compilation works is prohibited. ZLTI may revise this documentation occasionally without notice. THIS DOCUMENTATION IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND. IN NO EVENT SHALL ZLTI BE LIABLE FOR INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY KIND ARISING FROM ANY ERROR IN THIS DOCUMENTATION, INCLUDING WITHOUT LIMITATION ANY LOSS OR INTERRUPTION OF BUSINESS, REVENUE, USE, OR DATA. Other product and company names appearing in ZLTI products and materials are used for identification purposes only and may be trademarks or registered trademarks of their respective companies. Third party trademarks used in any ZLTI products and materials are the exclusive property of their respective owners. 2

3 Contents Preface:... 5 About This Guide... 5 What to Expect From This Guide... 5 Audience... 5 What You Need to Know... 5 Conventions Used... 5 Related Documentation... 6 Chapter 1: Introduction... 7 Key features of ZL UA Exchange Archiving... 7 Prerequisites... 8 Mailbox Management Overview... 8 Push Journaling Overview... 8 Chapter 2: Setting up Mailbox Management... 9 Exchange 2010 Mailbox Management Process... 9 Mailbox Crawling Process Mailbox Archiving Process Mailbox Stubbing Process Configuring Exchange for Mailbox Management Installing and Configuring the ZL MAPI Connector Configuring ZL UA for Mailbox Management Contents 3

4 Chapter 3: Setting up Push Journaling Exchange 2010 Push Journaling Process Configuring ZL UA for Push Journaling Creating the Exchange Trigger Address Configuring Exchange for Push Journaling Creating the Exchange Mail Contact Creating the Exchange Send Connector Enabling Exchange Journaling Appendix A: Creating the ZL Mailbox Database Appendix B: Transport User Account Creating the ZLTransport User Account Creating the ZLTransport User Granting the ZLTransport user Exchange Privileges Verifying the ZLTransport User s Exchange Privileges Creating a ZLTest User Verifying ZLTransport User s Exchange privileges Appendix C: ZL MAPI Connector Installing the ZL MAPI and RMI Connector Services Installing Microsoft Outlook Installing Sun JDK Installing and Configuring the ZL MAPI and RMI Connector Services on Windows Server Installing the ZL MAPI and RMI Connector Services Configuring the ZL MAPI Connector Service Starting the ZL MAPI and RMI Connector Services Configuring the ZL UA Registry Appendix D: Enabling Exchange Journaling Hub Transport Journal Rule Mailbox Database Journal Recipient Contents

5 Preface About This Guide This module allows your organization to archive and journal data from Exchange servers. What to Expect From This Guide Audience This document covers how to configure and manage the MS Exchange 2010 for archiving and journaling data from Exchange servers. This document is for system administrators in charge of setting up MS Exchange 2010 archiving and journaling. What You Need to Know Before starting this manual, you need to read the ZL Unified Archival Installation Guide and complete the installation. Conventions Used Text in Courier indicates: Filenames, commands, and programs Text that you enter Text that the system displays Words printed in italics are generic terms representing names to be devised by you. Square brackets [] mean the material inside them is optional. Braces {} mean that you must choose from the options listed inside them. If there is only one option in the braces, the braces mean the option can be repeated. If a command line does not fit across the page, a backward slash (\) appears at the end of the line, and the command continues on the next line. Where the following steps ask you to do something as root, log in as a normal user and then switch to super-user mode. About This Guide 5 Configuring Exchange 2010 for Archiving Guide

6 Related Documentation Table 1.1 describes the MS Exchange 2010 documentation set. TABLE 1.1: MS Exchange 2010 Documentation Set Document Name ZLUA 7.0 Technote System Requirements ZLUA 7.0 Manual Installation Guide (Win2K3 32-bit) ZLUA Archiving Administration Guide Description Describes hardware and software prerequisites for installing MS Exchange Describes how to install MS Exchange 2010 on the 32-bit Windows 2003 Professional operating system. Describes how to configure ZL Unified Archival for archiving end-user mailbox and journaled mail. 6 Related Documentation Configuring Exchange 2010 for Archiving Guide

7 Chapter 1 Introduction This chapter includes the following topics: Key features of ZL UA Exchange archiving Prerequisites Mailbox Management Overview Push Journaling Overview This document is specific for Microsoft Exchange Key features of ZL UA Exchange Archiving ZL UA provides full support for archiving of Microsoft Exchange 2010 including the following features: Mailbox Management: this consists of both mailbox archiving and mailbox stubbing. Mailbox archiving saves messages to ZL UA to provide fullfidelity end-user restore, end-user search, and other features. All mailbox items including messages, calendar appointments, contacts, tasks, etc. Mailbox stubbing reduces the storage requirements for Exchange 2010 by replacing full-size messages on Exchange with small stub messages that contain a link to the full message in the archive. ZL UA can support running either mailbox archiving by itself or mailbox archiving with mailbox stubbing. Push Journaling: organizations that wish to capture all their can take advantage of Exchange journaling, Microsoft s recommended method to ensure all is archived. ZL UA can archive journaled using the push method. Push journaling uses Exchange send journal mail to ZL UA over SMTP. Key features of ZL UA Exchange Archiving 7

8 Prerequisites The following are needed before beginning the Exchange 2010 configuration process. 1. Exchange 2010 deployment. 2. ZL UA 7.0 deployment. 3. Completion of user discovery against ActiveDirectory as described in the ZLUA Archiving Administration Guide. Mailbox Management Overview The Mailbox Management Process uses ZL UA tasks to archive the user s mailbox and can be either scheduled or on demand. Tasks include crawling the user mailbox, archiving, and stubbing messages. To perform these tasks, ZL UA connects to Exchange using Microsoft Outlook libraries and their ability to connect to Exchange using the MAPI/RPC protocol. MAPI/RPC is the protocol that Outlook users use to connect to Exchange and combines Microsoft Messaging API (MAPI) with Microsoft Remote Procedure Call (RPC). ZL UA connects to the Outlook libraries using two services, the ZL RMI Connector Service and the ZL MAPI Connector Service. Push Journaling Overview In push journaling Exchange sends journal to ZL UA. ZL UA does not interact directly with Exchange and will accept journaled on a specified SMTP address. Push journaling is the recommended method to integrate journaling between Exchange 2010 and ZL UA. For flexibility, Exchange can be configured to send journal directly to ZL UA, or to first send it to a journal mailbox and then forward the from that mailbox to ZL UA. The latter is useful when dedicated staging servers are desired to stage the journaled before it is sent to ZL UA allowing the production mail servers to journal to an Exchange mailbox without needing to perform SMTP conversion. 8 Prerequisites

9 Chapter 2 Setting up Mailbox Management Mailbox management includes the following processes. 1. Mailbox archiving: Process that allows organizations to backup a user s mailbox and provide the services for self-service restore, search and extending the user s data by moving files from the Exchange server to the ZL Unified Archive (UA). For optimization purposes, mailbox archiving can be configured to perform crawling or use crawling data from a previous crawl. 2. Mailbox stubbing: An extension to mailbox archiving that allows messages in the Exchange server to be replaced with stubs, or smaller messages that link to the full message in ZL UA. Stubbing allows users to see their mail from within their Exchange folders while allowing ZL UA to manage the storage on lower tier and lower cost storage devices. For flexibility, ZL UA allows organizations to perform mailbox archiving with or without stubbing and at different times with differing policies. Exchange 2010 Mailbox Management Process Mailbox archiving and stubbing is handled by the Archive Server Task which will process a user s mailbox. The task can run in two modes, full scan mode and partial scan mode. In full scan mode, the task will perform the following steps: (a) mailbox crawling, (b) mailbox archiving and (c) mailbox stubbing. In partial scan mode, the task skips the mailbox crawling step and performs (a) mailbox archiving and (b) mailbox stubbing. Mailbox crawling discovers messages in the user s mailbox and is a pre-requisites for both mailbox archiving and stubbing. Mailbox crawling can be CPU intensive so ZL UA provides full and partial scan capabilities to optimize when mailbox crawling is performed. Additional information is provided in the Storage Administration Guide. All three processes are performed by using the ZL RMI and ZL MAPI Connector Services to use the Microsoft Outlook libraries to contact Exchange 2010 over MAPI/RPC. Exchange 2010 Mailbox Management Process 9

10 Mailbox Crawling Process When the Archive Server Task runs in the full scan mode, it will crawl the user s mailbox before performing archiving and stubbing using the following steps. 1. ZL UA s Archive Server Task is initiated and selects a user to process. It connects to the user s Exchange 2010 mailbox as the ZLTransport Exchange user using ZL services and Outlook libraries to scan the user s mailbox. Message meta-data and locations are returned to ZL UA. The ZLTransport user is covered later in this chapter. 2. When the message meta-data and folder information is returned, it is saved and compared to ZL UA s existing data from previous crawls, if any. Messages that no longer exist on Exchange are marked as deleted on Exchange and moved messages are updated. The process is shown below. 10 Exchange 2010 Mailbox Management Process

11 Mailbox Archiving Process When the Archive Server Task has selected a user and is ready to archive the user s mailbox, it will perform the following steps. 1. ZL UA will checks its database and creates a list of candidate messages to archive from messages discovered on previous message crawling iterations. 2. The Archive Server Task will then request those messages from Exchange using the ZL RMI Connector Service, ZL MAPI Connector Service, and Microsoft Outlook libraries. Once the messages have been retrieved, ZL UA will archive the messages. The steps for mailbox archiving are shown below. Exchange 2010 Mailbox Management Process 11

12 Mailbox Stubbing Process The Archive Server Task will perform the mailbox stubbing process on the user s mailbox after mailbox archiving if stubbing has been configured. This is performed with the following steps. 1. The Archive Server Task selects candidate messages to stub and creates the stub messages. 2. The Archive Server Task then connects to Exchange 2010 as the ZLTransport user to write the stubs to the mailbox if the messages still exist.if the message has been deleted, the stub is not written. The mailbox stubbing process is shown below. 12 Exchange 2010 Mailbox Management Process

13 Configuring Exchange for Mailbox Management Mailbox management requires a user that has rights to read, modify and delete messages on the user mailboxes. This user is called the ZLTransport user. Configuring Microsoft Exchange 2010 for mailbox management consists of the following two steps to enable this user: 1. Creating the ZL mailbox database: An Exchange mailbox database needs to be created for the ZLTransport user. See Appendix C, Creating the ZL Mailbox Database, on page 21to create the ZL mailbox database. 2. Creating and configuring the ZLTransport user account: The ZLTransport user account is an Exchange account used by ZL UA to manage mailboxes on the Exchange server. See Appendix C, Transport User Account, on page 23 to create and configure the ZLTransport user account. Installing and Configuring the ZL MAPI Connector The ZL MAPI Connector is used by ZL UA to connect to Exchange for mailbox archiving operations including archiving, stubbing, and deletion. See Appendix C, ZL MAPI Connector, on page 27 to install and configure the ZL MAPI Connector. Configuring ZL UA for Mailbox Management At this point, Exchange 2010 will be configured to archive user mailboxes. The last tasks that need to be completed are on the ZL UA system consisting of: 1. Creating the Exchange 2010 mail server in ZL UA 2. Discovering users from ActiveDirectory 3. Checking the Mail Archiving policies 4. Checking the Mail Stubbing policies 5. Creating and configuring the Archive global server task. These tasks are described in the ZLUA Archiving Administration Guide. Configuring Exchange for Mailbox Management 13

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15 Chapter 3 Setting up Push Journaling Journaling is the Microsoft recommended method for complete capture using Microsoft Exchange Push journaling uses Exchange to send journal to ZL Unified Archive (UA) over SMTP to a ZL UA address. Push journaling can be configured to have the Exchange servers send journal directly to ZL UA or to have it send the mail to one or more intermediate Exchange staging servers. Using staging servers provides two benefits: (a) the SMTP conversion isn t handled by a production mail server and (b) any ZL UA outage or connectivity issues will result in the journal being stored on the staging servers for future retries without using up more disk space on the production mail servers. Exchange 2010 Push Journaling Process The process of push journaling with Exchange 2010 consists of the following steps. 1. Exchange 2010 creating a journal copy of each mail one of two ways, using a: (a) hub transport journal rule or (b) mailbox database journal recipient. 2. Exchange 2010 sending the journal to an Exchange mail contact configured with a SMTP address or an Exchange mailbox. 3. If the Exchange 2010 server is configured to deliver the journal mail to an Exchange mailbox, an additional step is needed where the mailbox delivers all mail it receives to the Exchange mail contact. 4. ZL UA receiving the journal mail on the SMTP trigger address. The configuration process will create the ZL UA trigger address first, followed by the Exchange mail contact and finally enabling journaling on the Exchange server. The steps are performed in this order to ensure the mail can be archived as soon as Exchange 2010 begins to journal mail. Note: Before beginning this process, the organization s users should have been discovered using the ZL UA ActiveDirectory synchronization or other process. User discovery is described in the Storage Administration Guide. The ZL UA journaling policies should also be verified to be inline with organization policies. Exchange 2010 Push Journaling Process 15

16 These steps are shown in the following flowchart. Note: Delivery to an Exchange mailbox is an optional, intermediate step and is not detailed in the following section. 16 Exchange 2010 Push Journaling Process

17 Configuring ZL UA for Push Journaling To configure ZL UA to archive Exchange journaled , it is necessary to create an Exchange envelope trigger address for the Exchange Mail Contact and ensure the proper archiving policies are in place. Creating the Exchange Trigger Address Trigger addresses are used by ZL UA to receive data over SMTP and perform archiving. At least one trigger address will need to be configured in ZL UA. This same SMTP address will be configured as an Exchange mail contact. ZL Technologies recommends using an internal address that is non-routable on the Internet to prevent accidental disclosure of in the event that mail routing is misconfigured. To create a trigger address for Exchange journal , perform the following steps. 1. Open the ZL UA SysAdmin web console and navigate to System Configuration > Trigger Addresses. 2. Click Add. 3. In the Address text box, type the Exchange Mail Contact SMTP address, for example, journal@archive.local. 4. Click the list, and choose Exchange SMTP Envelope Journal Mail. (Exchange SMTP Plain Journal Mail is also listed here; however, it is only supported by Exchange 2003 and earlier.) 5. Click Save. 6. Restart ZL UA by using the zltcstop and zltcstart commands from the Windows command prompt. Configuring ZL UA for Push Journaling 17

18 Configuring Exchange for Push Journaling When push journaling is used, an SMTP address is selected to be used by Exchange 2010 and ZL UA. The Exchange configuration steps include: 1. Creating the Exchange Mail Contact 2. Creating the Exchange Send Connector 3. Enabling Exchange Journaling Creating the Exchange Mail Contact The SMTP address selected to transfer journaled mail from Exchange to ZL UA will be configured as a mail contact in Exchange Once the mail contact is created, it can be used in Exchange journal rules. To create the Exchange Mail Contact, perform the following steps: 1. From the Exchange Management Console, navigate to Recipient Configuration > Mail Contact. Right-click Mail Contact and click New Mail Contact to bring up the New Mail Contact dialog box. 2. Click New Contact and then click the Next > button to continue. 3. Enter values for First Name and Last Name for the user, e.g. zltrigger. 4. To the right of the External address text box, click Edit... and click SMTP Address. Enter a non-routable address such as journal@archive.local. By using a non-routable address, we ensure that journal does not accidentally get routed to the outside world. This non-routable domain will be configured in a later step. 5. Click OK to close the dialog box. Click Next > to review the information. Click New to create the mail contact and view the results. Then click Finish to complete the process. 18 Configuring Exchange for Push Journaling

19 Creating the Exchange Send Connector The next step is to connect the local domain for the mail contact s SMTP address to ZL UA. The IP address or server name used in configuring the Exchange Send Connector can be an individual ZL UA server or a SMTP load balancer. Perform the following steps to complete this task: 1. Open the Exchange Management Console and navigate to Organization Configuration > Hub Transport. In the center column, click on the Send Connectors tab. In the space below the Send Connectors tab, right click the mouse to bring up the menu and click the New Send Connector option to open the New SMTP Send Connector dialog box. 2. Enter a Name, e.g. ZL Connector. Leave the intended use as Custom and click the Next > button. 3. Click the Add button and enter the non-routable domain for the Mail Contact, e.g. archive.local if the user is journal@archive.local. Click OK to use the domain and click Next to continue. 4. Click the radio button for Route mail through the following smart hosts. Then click the Add button. 5. In the Add smart host dialog box, enter either the IP address or FQDN for ZL UA. Then click OK. Click Next > to continue. 6. Select None for smart host authentication settings and then click Next >. Configuring Exchange for Push Journaling 19

20 7. Select the Hub Transport servers that journaling should be enabled on with this rule and then click Next >. 8. Click New to create the journal rule. Then click Finish to complete creation of the Send Connector. Enabling Exchange Journaling The final step is to enable journaling on the Exchange server. This can be done by following the steps in Appendix D, Enabling Exchange Journaling, on page 33. Once this is completed, Exchange will start sending journaled to the Exchange mail contact which will send it to ZL UA for archiving. Note: ZL UA archives journaled based on journaling policies. A default journaling policy is provided to archive all journal . See the ZLUA Archiving Administration Guide for more information on configuring journal archiving policies. 20 Configuring Exchange for Push Journaling

21 Appendix A Creating the ZL Mailbox Database Mailbox management with Exchange 2010 requires one or two Exchange mailboxes to be created for ZL UA. These required users are listed in the respective chapters on setting up mailbox management and push journaling. These users need their own Exchange mailbox database (aka EDB) to store the mailboxes. To set this up, perform the following steps. 1. Go to the machine where you wish to create the Exchange mailbox database and open the Exchange Management Console. Navigate to Server Configuration > Mailbox. In the lower center pane ensure the Database Management tab is selected. Right click the storage group in which you wish to create the ZL mailbox database EDB and click New Mailbox Database. 2. In the new Mailbox Database dialog box, enter a mailbox database name (for example, ZL Mailbox Database) and a database file path. Ensure that the Mount this database option is checked and click New to create the EDB. 3. After Exchange has created and mounted the mailbox database, click Finish. When the database has been created successfully, it will be visible in the storage group. 21

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23 Appendix B Transport User Account The ZLTransport account is an Exchange account that is used for mailbox archiving. This section describes how to create this account. The steps described include: 1. Creating the ZLTransport user account 2. Granting the ZLTransport user Exchange privileges 3. Verifying the ZLTransport user s Exchange privileges Creating the ZLTransport User Account This section covers creation of the ZLTransport user account in Exchange. Write down the username selected as it will be used in later steps to add Exchange privileges and configure ZL UA. This account name should be the same across all Exchange servers that will be targeted for mailbox archiving. This document will use zltransport as the ZLTransport user account. If a different username is desired to be used, use that desired username wherever this guide references zltransport. Note: Before creating the ZLTransport User, be sure the ZL Exchange Mailbox Database has been created as described in Appendix A. The ZLTransport User will be stored in this mailbox database. Creating the ZLTransport User Create the ZLTransport user using the Exchange Management Console by performing the following steps: 1. From the Exchange Management Console, expand the menu tree for Recipient Configuration > Mailbox, right-click Mailbox and then click New Mailbox. 2. In the New Mailbox dialog box, ensure that the User Mailbox radio button is clicked and then click the Next > button to continue. 3. Ensure the New user radio button is clicked and then click the Next > button to continue. Creating the ZLTransport User Account 23

24 4. Enter the user name select, e.g. zltransport for First name and User logon name. This manual will use zltransport as the user name. If you use a different name, write it down and use it whereever you see zltransport. Enter a password and ensure the User must change password at next logon is unchecked. Then click Next > to continue. Write down the password as it will be needed to configure the ZL Mapi Service in a later step. 5. In the New Mailbox - Mailbox Settings dialog box beside the Mailbox database text box, click the Browse button and select the ZL mailbox database that was created earlier. Leave the other options unchecked and click Next > to continue. Click New to create the mailbox database. After verifying that the mailbox database has been created, click Finish. Granting the ZLTransport user Exchange Privileges The ZLTransport user requires read, modify and delete privileges on user mailboxes in order to perform archiving, stubbing and retention management. This section provides the steps to grant these privileges. Privileges are granted to the zltransport user through the Exchange Management Shell and the Get-Mailboxdatabase cmdlet. 1. Open the Exchange Management Shell from the start menu. 24 Granting the ZLTransport user Exchange Privileges

25 2. Enter the following command, replacing <transport account> with your zl transport account (ie. zltransport) get-mailboxdatabase add-adpermission -user <transport account> -AccessRights ExtendedRight - ExtendedRights ms-exch-store-admin Note: The following is an optional command. If an administrator would like to open a user s mailbox through the zltransport account in Outlook, the following command can be used to give all privileges to read, modify, and delete s from a user s mailbox Get-MailboxDatabase -Identity <exchange mailbox database> Add -ADPermission -user <transport account> -AccessRights GenericAll Verifying the ZLTransport User s Exchange Privileges It is very important that the ZLTransport User has the proper privileges to read, modify and delete in mailboxes in order to archive, stub and clean up messages (see Granting the ZLTransport User Exchange Privileges above). To verify that the user has the proper privileges, log into Outlook as the ZLTransport user and access another user s mailbox. If there are no mailboxes for this purpose, create a test user first. Creating a ZLTest User To create a test user, create a mailbox which Exchange will populate with a welcome . The message can be used to verify the ZLTransport user s privileges. 1. From the Exchange Management Console, navigate to Recipient Configuration > Mailbox, right-click Mailbox and then click New Mailbox. 2. In the New Mailbox dialog box, ensure that the User Mailbox radio button is clicked and then click the Next > button to continue. 3. Ensure the New user radio button is clicked and then click the Next > button to continue. 4. Enter the user name selected, e.g. zltest for First name and User logon name. This manual will use zltest as the user name. Enter a password and ensure the User must change password at next logon is unchecked. Then click Next > to continue. 5. Set the Mailbox database by clicking the Browse button beside the text area and selecting the mailbox database to be used. Either an existing mailbox database or the ZL mailbox database created in Appendix A can be used. Leave the other options unchecked and click Next > to continue. Click New to create the mailbox database. After verifying that the mailbox database has been created, click Finish. Verifying the ZLTransport User s Exchange Privileges 25

26 Verifying ZLTransport User s Exchange privileges To verify appropriate privileges, open Outlook with the ZLTransport user, add a user mailbox, and then delete and undelete a message. 1. Open Outlook as ZLTransport the user. Do this either by logging into Windows as zltransport or using the Run as... Windows option for Outlook. In the Outlook Mail Folders pane, right-click the top level Mailbox zltransport line to display the Properties dialog box. 2. Click the Advanced button in the resulting Properties dialog box: 3. Click the Advanced tab in the Microsoft Exchange Server advanced properties dialog box. 4. In the Mailboxes panel, click Add under Open these additional mailboxes. Select and add a user s mailbox. Click OK to close the Add Mailbox dialog box. To complete this process, click OK to close the Microsoft Exchange Server Advanced properties dialog box and then click OK to close the mailbox Properties dialog box. 5. The user s Exchange mailbox tree will now appear under All Mail Items. To verify ZLTransport has the proper permissions, pick a message and remember some information including the folder and some additional information such as the subject or date. Then delete the message. The message should appear in the zltransport Deleted Items folder. Find the message and move it back to the user s folder. 26 Verifying the ZLTransport User s Exchange Privileges

27 Appendix C ZL MAPI Connector Installing the ZL MAPI and RMI Connector Services ZL UA connects to Microsoft Exchange for Mailbox Archiving using the ZL MAPI Connector which is comprised of and relies on the following pre-requisites: 1. Microsoft Outlook 2007 or higher 2. Sun JDK SE 6 Update 13 or higher The ZL UA Windows services include the following: 1. ZL MAPI Connector Service 2. ZL RMI Connector Service These two components must be installed on the same machine with each other. They can be either co-located on the ZL UA servers or on separate machines from ZL UA. When ZL UA is run on Windows, ZL Technologies recommends installing these components on each ZL UA server that will be performing mailbox archiving. When ZL UA is run on Linux or other non-windows operating systems, these components can be run on stand-alone servers. ZL Technologies does not recommend installing these components on operational Exchange servers. The machines that run the ZL MAPI Connector and ZL RMI Connector services need to have a JDK installed and the JAVA_HOME Windows system environment variable set to the location of the JDK. Note: The ZL MAPI Connector service, ZL RMI Connector service and MS Outlook can be installed on the same server as ZL UA or a stand-alone server; however, they should not be installed on the Exchange servers. Installing Microsoft Outlook 2007 Microsoft Outlook is installed to provide MAPI libraries which ZL UA uses to connect to Exchange as well as to read and write PST files. Ensure Microsoft Outlook 2007 is installed on the system that will host the ZL MAPI and RMI Connector Services. Installing the ZL MAPI and RMI Connector Services 27

28 Installing Sun JDK If the Sun JDK is not already installed, review the requirements in the Technical Note: ZL UA System Requirements for the version of the Sun JDK to use and then follow the installation instructions in the ZL UA Installation Guide for Windows Server Ensure that the JAVA_HOME Windows system environment variable is set to refer to the location of the JDK. Installing and Configuring the ZL MAPI and RMI Connector Services on Windows Server 2003 Installing the ZL MAPI and RMI Connector Services This section describes installing the ZL MAPI and RMI Connector Services on Windows Server 2003 Standard Edition. 1. Install the ZL MAPI and RMI Connector Services using the zlmapiservice.bat script which is located in %ZIPLIP_HOME%\ZLMapiConnector. The syntax for running this script is: zlmapiservice.bat command [servicename] where command is one of the following: install remove update servicename is optional. The default service name is zlmapisvc; however, different service names can be applied which is useful to run more than one ZL MAPI service on a host. 2. Run the command with the install command with an optional service name (without spaces) to install the ZL MAPI and RMI Services. 28 Installing Sun JDK

29 . Configuring the ZL MAPI Connector Service The ZL MAPI Service needs to run as the ZLTransport user created in Appendix A. To do this, perform the following steps: 1. Open the Windows Server Services Console. This can be done either through the GUI by opening the Control Panel and clicking Administrative Tools followed by Services or from the command line by entering services.msc. 2. Locate the ZL Technologies MAPI Connector, which may have a custom service name as a suffix. Then right-click the name and click Properties. 3. Click the Log On tab and then click the This account radio button. Enter the ZLTransport user account either directly or using the Browse button. The entry should have a domain and username, for example: ND_DOMAIN\zltransport. Then enter the user password. Installing and Configuring the ZL MAPI and RMI Connector Services on Windows Server

30 Starting the ZL MAPI and RMI Connector Services Once the services have been installed and configured, they need to be started. Start the services using the Microsoft Services console. 1. Start the ZL MAPI service. From the GUI Services console, select the service and click the Start Service button. From the command line, use the net start command followed by the service name, for example: C:\> net start zlmapisvc 2. Start the ZL RPI service. From the GUI Services console, select the service and click the Start Service button. From the command line, use the net start command followed by the service name, for example: C:\> net start zlrmisvc 30 Installing and Configuring the ZL MAPI and RMI Connector Services on Windows Server 2003

31 Configuring the ZL UA Registry To complete the configuration of the MAPI connector, configure it in the ZL UA registry. 1. Open the ZL UA SysAdmin web console and go to the following page: System Configuration > Registry > Mail Archiving/Journaling > MAPI Proxy Settings 2. Enter the zltransport logon name in the MAPI Profile User field. 3. If ZL MAPI Connector Service has been installed on the same host as ZL UA, no changes need to be made to the Proxy Server URL setting. If ZL UA needs to connect to a remote ZL MAPI Connector service the URL needs to be made available on the ZL MAPI Connector server and the Proxy Server URL needs to be configured. Configuring the ZL UA Registry 31

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33 Appendix D Enabling Exchange Journaling Journaling can be configured using an Exchange Hub Transport Journal Rule or an Exchange Mailbox Database Journal Recipient. The type of Exchange rule that needs to be implemented depends on the environment. Both will be covered briefly in this section. Additionally, each rule can be configured to journal the mail to either an Exchange mailbox or an Exchange mail contact. The most direct method of integration is to journal to a mail contact which is described in this document. Hub Transport Journal Rule To enable journaling using a Hub Transport Journal Rule, perform the following steps. 1. Open the Exchange Management Console using Start > All Programs > Microsoft Exchange Server 2010 > Exchange Management Console. 2. Locate the mail store database by navigating to the database using the Group and Database information where the group and database are shown as YourGroup and YourDatabase respectively: Exchange Management Console > Microsoft Exchange > Organization Configuration > Hub Transport > Journaling. Right-click in the empty area on the right-hand pane and select New Journal Rule. 3. In the dialog box, enter a Rule Name, click Send Journal reports to address, and select the zljournal user. 4. Click New to create the rule. In the next screen, click Finish to complete the process. Mailbox Database Journal Recipient An alternate way to create a journal rule is to use the Mailbox Database Journal Recipient. This can be configured using the following steps: 1. In the Exchange Management Console, locate the mail store database by navigating to the database using the Group and Database information where the group and database are shown as YourGroup and YourDatabase respectively: Exchange Management Console > Microsoft Exchange > Hub Transport Journal Rule 33

34 Server Configuration > Mailbox > Database Management > YourGroup > YourDatabase. Note: Do not enable the Mailbox Database Journal Recipient on the ZL Mailbox Database as it would result in a loop when Exchange attempts to journal mail going to the zljournal mailbox. 2. Right-click on the database for the Properties, check Journal Recipient and then select the zljournal user. This completes the instructions for Configuring Exchange 2010 for Archiving. 34 Mailbox Database Journal Recipient