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 for Enterprise Vault index snapshot location
- 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
- Additional requirements for Single Sign-On
- 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
- Configuring 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
Adding VCS cluster support in a first-time Enterprise Vault installation
You must run the Enterprise Vault Configuration wizard on each node of the cluster. On the first node, choose the option to create a new Enterprise Vault server with cluster support. On each additional node, choose the option to add it as a failover node for an existing clustered server.
If you want to add the Enterprise Vault SMTP service as a generic service resource, then you must install the Enterprise Vault SMTP Archiving components with the Enterprise Vault server on all the nodes in the cluster.
To create a new Enterprise Vault server with cluster support
- Start the Enterprise Vault Configuration wizard.
- Click Create a new Enterprise Vault server with cluster support, and then click Next.
- Follow the on-screen instructions.
Note the following important points as you proceed through the wizard:
When the wizard prompts you for the computer DNS alias, enter an unqualified DNS alias that points to the virtual server name.
Take care to review the storage locations for the Indexing and Shopping services, when the wizard prompts you to do so.
When the wizard prompts you to select the data locations, specify a server cache location that is on a shared drive in the cluster.
- In the Finish page, ensure that Bring all the resources online is cleared, and then click Finish.
Follow the steps below to set the path to the index metadata folder, which must be on a shared drive in the cluster. The index metadata folder is the folder in which Enterprise Vault stores indexing configuration data and reporting data.
Use the Cluster Manager console to bring the Enterprise Vault Directory service and Admin service online.
In the left pane of the Enterprise Vault Administration Console, browse to Enterprise Vault Servers > EVServer.domain.local > Services.
In the right pane, right-click Enterprise Vault Indexing Service, and then click Properties.
On the General tab of the Service Properties dialog box, set the Index metadata location path to that of the shared drive in the cluster (for example,
V:\indexmetadata).Click OK to save the change that you have made.
Use the Cluster Manager console to bring the Enterprise Vault Indexing service online
- After you have configured the server on the first node, run the wizard from each additional node that you want to configure as a failover node.
Note that the path to the Enterprise Vault program folder must be the same on all nodes in the cluster; for example,
C:\Program Files (x86)\Enterprise Vault. If the path varies from one node to another, problems can occur during failover.
To add a failover node for an existing clustered server
- Ensure that the Enterprise Vault service group is online on a different node in the cluster. The service group must not be online on the node that you are configuring. The node that you are configuring must be a possible failover node for the resources.
- If the Enterprise Vault SMTP service is included as a generic service resource in the service group, then ensure that you install the Enterprise Vault SMTP Archiving components with the Enterprise Vault server on the failover node.
- Start the Enterprise Vault Configuration wizard.
- Click Add this node as a failover node for an existing clustered server, and then click Next.
- Follow the on-screen instructions.
When the wizard prompts you for the name of the service group to which you want to add the node, select the name of the service group that you chose for the first node.
- In the summary page, review the information, and then click Next.
The wizard informs you that it will create the Enterprise Vault service group on the new node.
- In the Finish page, click Finish to exit the wizard.
- Check that you can bring the resources online on the failover node. You can do this with Cluster Explorer, by clicking Switch To on the context menu.