Symantec Enterprise Vault 2007 Installation & Configuration

Transcription

1 Symantec Enterprise Vault 2007 Installation & Configuration

2 Pre-Installation, Installation & Configuration of Enterprise Vault 2007 Pre-installation Task Adding ALIAS and SITE of Enterprise Vault Server in DNS Creating an Administrator Account and adding it to Administrators Group in Active Directory Login to the Enterprise Vault Server with account and add this account to Local Administrators Group Add account to SQL Server for dbcreator role Run Deployment Scanner on the Enterprise Vault Server Customize Registry setting Add (exgadmin) account in ADSI Edit (Domain Controller) for Exchange Send/ Receive rights Add necessary Windows Components on Enterprise Vault Server Verify Microsoft Windows Server is running with updated patches Dot Net framework 2.0 or later must be installed Installation & Configuration Installation of Enterprise Vault 2007 Server Configuration of Enterprise Vault 2007 Server Adding Vault Store Adding Microsoft Exchange Server Adding OWA Extensions on CAS Server Adding Journaling Mailbox Adding and configuring policy Adding and configuring Provisioning group Adding Exchange Mailbox Task & Running Enabling Users for Mailbox Archiving PST Migration Configuration Enabling Offline Vault - 2 -

3 Index Table of Contents Sr.No. Particular 1. Purpose 2. Adding ALIAS & SITE 3. Creating Admin Account for Enterprise Vault 4. Adding Account in Local Admin group 5. Adding account in SQL 6. Installing Deployment Scanner 7. Customizing Registry Adding Account in ADSI Edit 8. Adding Windows Components 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework Installation of Enterprise Vault Configuration of Enterprise Vault Adding Vault Store Adding Microsoft Exchange Server 14. Adding Journaling Mailbox 15. Adding Mailbox Policy 16. Configuring Mailbox Policy 17. Adding Provisioning Group 18. Configuring Provisioning Group 19. Adding Mailbox Task 20. Running Mailbox Task 21. Enabling Mailbox for Archiving - 3 -

4 Purpose This document is to guide the Pre-installation, Installation and Configuration of Symantec Enterprise Vault 2007 for archiving Mailboxes of Microsoft Exchange 2003 Server/ Microsoft Exchange 2007 Server with the Best Practices followed

5 Adding ALIAS & SITE Add ALIAS CNAME in the DNS Management Console Alias CNAME Add Site Name () in DNS Management Console Site Name - 5 -

6 Ping result to verify the DNS entries that should be replicated in Network - 6 -

7 o Adding Account in Local Admin group Local Admin Rights for Service Account on INP1EV01-7 -

8 Adding account in SQL SQL configuration New Login for dbcreator () - 8 -

9 Right Click the User () and set Login Name for Windows Authentication in General tab. In Server Roles check mark on the dbcreator and Click OK

10 Installing Deployment Scanner Double click on setup: DeploymentScanner-en-msi Click Next to continue Accept the agreement, click Next to continue

11 Click Install to continue Click on Launch Deployment Scanner and Click Finish

12 Welcome Window of Deployment Scanner, Click Next Add SQL Server Name in Microsoft SQL Server tab and Click Next

13 Click Next to continue Check the Warning and Errors and Click Finish

14 Customizing Registry Edit Registry: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Lsa Create a Dword DisableLoopbackCheck and Set Value data 1. HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\lanmanserver\ parameters Create a Dword DisableStrictNameChecking and set Value data

15 Adding Windows Components Go to Start Settings Control Panel Add Remove Programs - Add Remove Windows Components In Windows Components highlight the row for (but do not check) Application Server, and Click Details In Application Server click the checkbox to select ASP.NET. Select Internet Information Services (IIS), and click Details... In Internet Information Services (IIS), scroll down to the bottom and select World Wide Web Service and click Details... In World Wide Web Service, click the checkbox to select Active Server Pages, click OK. In Internet Information Services (IIS), click OK

16 In Application Server, highlight the row for (do not check) Message Queuing, click Details... In Message Queuing, check the box for Common

17 If the Active Directory Integration option has been checked, uncheck it. Active Directory Integration needs to always be removed, even when installing on a Domain Controller. The only option needed is Common. Click OK. In Application Server, click OK. In Windows Components, click Next. The new Windows components will begin to install. When it finishes, click Finish

18 Installation of Enterprise Vault 2007 Double Click on the setup.exe to install Enterprise Vault 2007 Server, Click Next. Click Yes to accept the Software License Agreement

19 Give the path of the Destination Folder where Enterprise Vault should be install. Click Next to install Enterprise Vault Select the features to be installed, Click Next

20 Browse to insert Enterprise Vault License Click Next

21 Select the Program Folder, Click Next The following Services will be Stopped and Start, Click Next to continue

22 Installation Complete, Click Finish

23 Configuration of Enterprise Vault 2007 Server Click Start Programs Enterprise Vault Enterprise Vault Configuration Click Next to Create a New Vault Directory Select Language Click Next

24 Browse for the Account to be used for Services, Enter and confirm Password Click Next

25 Click OK as account has following rights Enter the SQL Server Name, Click Next

26 Select the Destination to Store the Vault Directory Database and Transaction log Click Next Enter the SQL Server Name to be use for Operations Manager Monitoring Database, Click Next

27 Select the Destination for Vault Monitoring Database location and Transaction log, Click Next Enter the Name and Description and Vault Site Alias given in DNS Management Console

28 Click Next to update the Vault Directory information Services will be Added to this Computer, Click Next

29 Click on Properties of Enterprise Vault Indexing Service Add the Folders done for the Indexes and verify Status is Open

30 Verify the Storage Location of Indexes and Click Next Click Next for Continuing the Configuration

31 Services will be Started, Click Next Services Started Successfully, Click Finish

32 Adding Vault Store Right Click on Vault Stores, Click New Vault Store Click Next

33 Select the Storage Service to be used Enter the Vault Store Name and Description of Vault Store

34 Enter the SQL server location, Click Next Enter the Destination for the Database and Transaction logs to be stored, Click Next

35 Remove Safety Copies as required; here it is Immediately after archive Click Next Verify the Configuration and Click Next

36 Database Created Successfully, Click Next Click Next to create Vault Store Partition

37 Click Next to create New Vault Store Partition Enter the Storage Type, here it is NTFS volume Click Next

38 Enter the path where Vault Store Partition is to be Created Click Next Check the box for Share Archived Items for Single Instance and Security Click Next

39 Select None for file collection software to use Click Next Verify the Configuration Click Finish

40 Adding Microsoft Exchange Server Adding Microsoft Exchange Server in Enterprise Vault Server 2007 Right Click on Exchange Click New Domain

41 Enter the Domain Name Click OK Right Click on Domain Click on New Exchange Server

42 Click Next to continue Check mark the Exchange Task that should be created for the Exchange Server and Select the Enterprise Vault Server Click Next

43 Select the Mailbox to be used for the Exchange Server Click Next Here it is Exgadmin Click OK

44 Click Finish Click Close

45 Adding Journaling Mailbox Right Click on Journal Mailbox Click New Journal Mailbox

46 Click Next to Continue Select the Journal Mailbox to be Archived and select the Task to associate Click box to initially Enable archiving this Mailbox

47 Click the Mailbox Click OK Click Next to Continue

48 Select the Policy and the Retention Category Click Next Click the location to be used to store Journaling Mailbox

49 Select the Vault Partition Click Next Verify and Click Finish

50 Click Close

51 Adding Mailbox Policy Creating Policy for the Exchange Mailbox, go to Policies Mailbox Right Click Click New - Policy Give the Policy Name and Description, click OK

52 Configuring Mailbox Policy Right Click on the Policy and click on Properties Change the Indexing Level to Brief, Medium, Full as required (3%, 8%, 12% usage respectively) On the Archiving Rules, enter the values so as to archive the mail on the age base archiving, size base archiving, quota base or the message with attachments only

53 Check Mark on the box to enable users for Archiving Actions, if not Overall lock to use server settings for the users forcefully. Use Shortcut Content to display the Mail after archiving

54 Use Shortcut Deletion tab by entering the age at which to delete shortcut of the mail Policy assigned to the users listed in the tab of Targets

55 Use Advanced tab for General Archiving, Offline Vault, Outlook and OWA to customize parameters as per the environment

56 Adding Provisioning Group PROVISIONING GROUP Add Provisioning group to add Windows Group, Windows Users, Distribution List, Ldap Users, Whole Exchange Organization etc to assign a specific policy for Mailbox Policy, PST Migration Policy, Retention Category and Automatically enable mailboxes (leave this checkbox unchecked). Also to assign specific Vault Store and Storage Service for Provisioning Group. To Create Provisioning Group, Go to Targets Exchange Domain Name Exchange Servers Provisioning Group Right Click and New Provisioning Group

57 Click Next Enter the Name of Provisioning Group Click Next Click Add to Users in the Group Click Add

58 Select the Type Click OK Select Names and say OK

59 Check user is added Click Next Select Mailbox Policy to be used by the Provisioning Group Click Next

60 Give the Retention Category Click Next Select the Vault Store for Group Click Next

61 Select the Indexing Service to be used by the group Click Next Deselect the checkbox to automatic enable Mailbox Archiving Click Next

62 Check the Details Click Next Group created Successfully. Click Close

63 Adding Mailbox Task Click Enterprise Vault Servers ARCIVE..IN (INP1EV01) Right Click on Task New- Type of Task to add Double Click on Task

64 Running Mailbox Task Click the Synchronization Tab in Synchronization for All Mailboxes In Progress Window the Synchronization is queued

65 Click on Selected Mailboxes if Mailbox to be synchronizes individually or on selected mailboxes Filter Mailbox Name

66 Select the Name of Mailbox and Click OK Restore 1 Mailbox has been synchronized Click OK

67 Enabling Users for Mailbox Archiving Before Enabling the Mailboxes for Archiving, Synchronize the Mailboxes in the Task of the respective Exchange Server For Enabling Mailbox Manually Go to Tools and Click on Enable Mailboxes Select the Exchange Server Name on which the Mailbox is located Click Next

68 List all users or filter by name Click Next Select Mailbox which are newly added to provisioning group Click Next

69 Check the user is correct that was selected Click Next Billing Account is by default the account which is currently enabling for Archiving Click Next Select Immediate Archiving

70 Click Next Check the information displayed Click Finish

71 Click Close, Mailbox added successfully for Archiving