Enterprise Vault™ Installing and Configuring
- About this guide
- Section I. Enterprise Vault requirements
- Enterprise Vault hardware requirements
- Hardware requirements for Enterprise Vault server
- Hardware requirements for SQL Server
- Network requirements for Enterprise Vault
- About the storage requirements for Enterprise Vault
- Storage for vault stores
- Storage for Enterprise Vault indexes
- Storage requirements for SQL databases
- Storage requirements for the Enterprise Vault cache folder
- Local storage requirements for temporary files
- TEMP folder security requirements
- Granting additional users and groups access to the TEMP folder
- Enterprise Vault required software and settings
- About the Enterprise Vault required software and settings
- About valid computer names for Enterprise Vault servers
- About the Enterprise Vault Deployment Scanner
- Basic software requirements for Enterprise Vault
- Best practice settings for Enterprise Vault servers
- Message queue cleanup interval: MessageCleanupInterval
- Message queue message storage limit: MachineQuota
- Disable opportunistic locking: OplocksDisabled
- Disable loopback check: DisableLoopbackCheck
- Disable strict name checking: DisableStrictNameChecking
- Maximum Outlook attachments and recipients: AttachmentMax and RecipientMax
- TCP/IP maximum ports and TCP timed wait delay
- Preinstallation tasks for Enterprise Vault server
- Creating the Vault Service account
- Creating a SQL login account
- About assigning permissions and roles in SQL databases
- Assigning the required SQL Server roles and permissions to an Active Directory group
- Locking down Enterprise Vault SQL databases
- Creating Enterprise Vault DNS aliases
- Turning off or reconfiguring Windows Firewall
- Securing data locations
- About User Account Control (UAC)
- Additional requirements for Operations Manager
- Additional requirements for classification
- Additional requirements for Enterprise Vault Reporting
- Additional requirements for Exchange Server archiving
- About Exchange Server archiving
- Preinstallation tasks for Exchange server archiving
- Installing Outlook on the Enterprise Vault server
- Creating the Enterprise Vault system mailbox
- Removing the restriction on NSPI connections to a Windows Server domain controller
- Creating a user profile on the Enterprise Vault server
- Creating a mailbox for the Vault Service account
- Configuring the Exchange throttling policy on the Vault Service account
- Granting the Vault Service account Send As permission on the system mailboxes
- Assigning Exchange Server permissions to the Vault Service account
- Enterprise Vault client access with Exchange Server archiving
- Additional requirements for Domino Server archiving
- Domino Server archiving requirements for all Enterprise Vault servers
- Requirements for Domino mailbox archiving
- Required software for Enterprise Vault Domino Gateway
- Required software for target Domino mail servers
- Requirements for Enterprise Vault extensions for Notes clients
- Preinstallation tasks for Domino mailbox archiving
- Register the Enterprise Vault Domino Gateway
- Configuring the Internet port on the Enterprise Vault Domino Gateway
- Configuring server security for the Enterprise Vault Domino Gateway
- Configuring Single Sign-On on the Enterprise Vault Domino Gateway
- Clustering Enterprise Vault Domino Gateway servers
- Configuring an alias URL for web connections to the Enterprise Vault Domino Gateway server
- About the user ID for Domino mailbox archiving
- Configuring the server document for each target Domino mail server
- Install and configure Enterprise Vault Domino Gateway
- Requirements for Domino journaling archiving
- Additional requirements for File System Archiving (FSA)
- Additional requirements for SharePoint Server archiving
- Additional requirements for Skype for Business Archiving
- Additional requirements for SMTP Archiving
- Additional requirements for Enterprise Vault Search
- Additional requirements for a standalone Enterprise Vault Administration Console
- Additional requirements for the Archive Discovery Search Service
- Enterprise Vault hardware requirements
- Section II. Installing Enterprise Vault
- Section III. Configuring Enterprise Vault
- About configuring Enterprise Vault
- Running the Enterprise Vault configuration wizard
- Securing Enterprise Vault Web Access components
- Default security for the Enterprise Vault Web Access components
- Customizing the port or protocol for the Enterprise Vault Web Access components
- Customizing authentication for the Enterprise Vault Web Access components
- Customizing security for the Web Access components on client computers
- Encrypting session cookies
- Running the Enterprise Vault Getting Started wizard
- What the Enterprise Vault Getting Started wizard does
- Preparing to run the Enterprise Vault Getting Started wizard
- Running the Enterprise Vault Getting Started wizard
- About the express and custom modes of the Enterprise Vault Getting Started wizard
- About indexing configuration with the Enterprise Vault Getting Started wizard
- About storage configuration with the Enterprise Vault Getting Started wizard
- About policy definition with the Enterprise Vault Getting Started wizard
- About Exchange target configuration with the Enterprise Vault Getting Started wizard
- About Domino target configuration with the Enterprise Vault Getting Started wizard
- About file target configuration with the Enterprise Vault Getting Started wizard
- Planning for the Enterprise Vault Getting Started wizard
- Configuring Enterprise Vault Operations Manager
- Configuring the Archive Discovery Search Service
- Section IV. Initial Enterprise Vault setup
- Initial Enterprise Vault setup
- Setting up storage
- About setting up storage for Enterprise Vault archives
- About Enterprise Vault single instance storage
- About sharing levels and sharing boundaries
- How Enterprise Vault single instance storage works
- About the fingerprint database
- Deletion of SIS parts
- Requirements for Enterprise Vault single instance storage
- About Centera device-level sharing
- About sharing partitions on storage devices that support the Enterprise Vault storage streamer API
- Developing a suitable sharing regime for Enterprise Vault single instance storage
- Creating vault store groups
- About creating vault stores
- About Enterprise Vault safety copies
- Choosing when to remove Enterprise Vault safety copies
- Checking that the partition has been backed up before Enterprise Vault removes safety copies
- Using the archive attribute to determine whether a partition has been backed up
- Using the trigger file mechanism to determine whether a partition has been backed up
- Creating a vault store
- About Enterprise Vault safety copies
- Creating vault store partitions
- Configuring sharing for a vault store group
- Adding index locations
- Setting up Index Server groups
- About Index Server groups
- Do I need to create Index Server groups?
- Do you have more than one Enterprise Vault server?
- Do you use or plan to use journal archiving or File System Archiving?
- Do you use or plan to use Compliance Accelerator or Discovery Accelerator?
- Is the server loading evenly distributed across existing Enterprise Vault servers?
- Are there more than approximately 5,000 mailbox archives per Enterprise Vault server?
- Creating an Index Server group
- Adding an Index Server to an Index Server group
- Removing an Index Server from an Index Server group
- Assigning a vault store to an Index Server group
- Unassigning a vault store from an Index Server group
- Assigning a vault store to a different indexer
- Reviewing the default settings for the site
- Setting up Enterprise Vault Search
- About Enterprise Vault Search
- Defining search policies for Enterprise Vault Search
- Allowing privileged Enterprise Vault Search users to restore items to other users' mailboxes
- Setting up provisioning groups for Enterprise Vault Search
- Creating and configuring Client Access Provisioning tasks for Enterprise Vault Search
- Configuring user browsers for Enterprise Vault Search
- Configuring Enterprise Vault Search for use in Forefront TMG and similar environments
- Setting up Enterprise Vault Search Mobile edition
- Managing metadata stores
- Section V. Clustering Enterprise Vault with VCS
- Introducing clustering with VCS
- Installing and configuring Storage Foundation HA for Windows
- Configuring the VCS service group for Enterprise Vault
- Running the Enterprise Vault Configuration wizard
- Before you run the Enterprise Vault Configuration wizard
- Setting up Enterprise Vault in an active/passive VCS configuration
- About setting up Enterprise Vault in a VCS N+1 configuration
- Implementing an SFW HA-VVR disaster recovery solution with Enterprise Vault
- About installing and configuring SFW HA-VVR with Enterprise Vault
- Overview of the steps for installing and configuring SFW HA-VVR
- Setting up the VCS cluster on the primary site
- Setting up the VCS cluster on the secondary site
- Adding the VVR components for replication
- Adding the GCO components for wide-area recovery
- Troubleshooting clustering with VCS
- Section VI. Clustering Enterprise Vault with Windows Server Failover Clustering
- Introducing clustering with Windows Server Failover Clustering
- About clustering Enterprise Vault with Windows Server Failover Clustering
- Supported Windows Server Failover Clustering configurations
- Required software and restrictions on clustering Enterprise Vault with Windows Server Failover Clustering
- Typical Enterprise Vault configuration in a Windows Server failover cluster
- Control of Enterprise Vault services in a Windows Server failover cluster
- Preparing to cluster with Windows Server Failover Clustering
- Configuring Enterprise Vault in a Windows Server failover cluster
- About configuring Enterprise Vault in a Windows Server failover cluster
- Setting up a new Enterprise Vault installation with Windows Server Failover Clustering support
- Configuring a new Enterprise Vault server with Windows Server Failover Clustering support
- Configuring a failover node in a Windows Server failover cluster
- Troubleshooting configuration of the Enterprise Vault Monitoring database
- Examples of Enterprise Vault installations in various Windows Server Failover Clustering modes
- Converting an existing Enterprise Vault installation to a Windows Server failover cluster
- Modifying an existing Enterprise Vault cluster
- Troubleshooting clustering with Windows Server Failover Clustering
- About this chapter
- Enterprise Vault event messages and the failover cluster log
- Resource ownership and dependencies when configuring Enterprise Vault in a failover clustered environment
- Registry replication on failover clustered nodes
- Viewing the clustered message queues for an Enterprise Vault cluster server
- Starting and stopping Enterprise Vault services in a Windows Server Failover Clustering environment
- Potential failover issue in a Windows Server cluster
- Introducing clustering with Windows Server Failover Clustering
- Appendix A. Automatically preparing an Enterprise Vault server
Creating the Vault Service account
The Vault Service account is used by Enterprise Vault processes to access the Windows server operating system. The account is shared by all the Enterprise Vault computers in the Enterprise Vault directory. If you are managing multiple Enterprise Vault sites, you can use the same Vault Service account for more than one Enterprise Vault site.
The Vault Service account must be a member of the local Administrators group on each Enterprise Vault computer. The account must be a domain-based Windows security account that belongs to the local Administrators group on all servers in the Enterprise Vault directory. The account password must not be blank. If you create more than one Enterprise Vault site in the same Enterprise Vault directory you must use the same Vault Service account for all sites.
We recommend that you do not make this account a Domain Administrator. It is better to assign required permissions explicitly. This section describes the basic permissions that you need to set for this account. Different types of archiving require additional permissions for the Vault Service account. For details of these, see the section on the type of archiving that you are implementing.
If possible, create the account so that it is in the same domain as the Enterprise Vault computers. If it is necessary for the Vault Service account and the Enterprise Vault computers to be in different domains, create the account so that it is in a domain that is trusted by the Enterprise Vault computers' domain.
Ensure that the Microsoft Message Queue security has been set up to grant the Administrators group access to the Enterprise Vault queues.
You must be logged in to the Vault Service account when you install Enterprise Vault and when you run the Enterprise Vault Configuration wizard.
Some pages of the Configuration wizard require you to specify the locations for SQL Server database files. You can specify the locations explicitly, by entering the path from the perspective of the SQL Server computer. The wizard also provides Browse buttons to let you browse the SQL Server computer to select the locations. However, folder browsing is only available if the Vault Service account has access to the administrative shares on the SQL Server computer. Note that some wizards in the Administration Console provide similar Browse buttons. To use those Browse buttons, the account that you use to run the Administration Console also requires access to the SQL Server's administrative shares.
Unless you assign the SQL system administrator (sysadmin) role to the Vault Service account, you must perform some additional steps before you run the Enterprise Vault Configuration wizard for the first time.
See About assigning permissions and roles in SQL databases.
During configuration, you are asked to provide the name and password of the Vault Service account. Enterprise Vault automatically grants the account the following advanced user rights:
Log On As a Service
Debug programs
Replace a process-level token
Note that you may need to wait for Active Directory replication to complete. The account cannot be used until the replication is complete.
To create the Vault Service account
- On the domain controller, start Active Directory Users and Computers.
- In the left-hand pane of Active Directory Users and Computers, double-click the Domain container.
- Double-click the Users container.
- On the Action menu, click New and then User. The New Object - User screen is displayed.
- Complete the New Object - User screen and click Next. The next screen asks for password details.
- Enter a password and confirm it. You must set a password; the Vault Service account password cannot be blank.
Note:
If you ever change the password of the Vault Service account, and you have installed an Enterprise Vault add-on, you may also need to change the user account credentials of the Vault Service account in the add-on. See the documentation that accompanies the add-on for more information.
- Select the Password never expires check box.
Leave the remaining check boxes clear:
User must change password at logon
User cannot change password
Account is disabled
- Click Next to move to the summary screen.
- Click Finish to create the new user.
To add the new Vault Service account to the local Administrators group
- Log on to the Enterprise Vault computer as Administrator.
- In Control Panel, open Administrative Tools and start the Computer Management console.
- Expand System Tools and then Local Users and Groups.
- Select Groups, and then double-click the Administrators group in the right-hand pane.
- Use Add to add the Vault Service account to this group.
- Click OK.
- Repeat these steps on each computer which will have Enterprise Vault installed.