Veritas Enterprise Vault™ Discovery Accelerator Installation Guide

Last Published:
Product(s): Enterprise Vault (12.2)
  1. Introducing Discovery Accelerator
    1.  
      Key features of Discovery Accelerator
    2.  
      About the Discovery Accelerator components
    3. Product documentation
      1.  
        White papers on the Veritas Support website
      2.  
        Discovery Accelerator training modules
  2. Preparing to install Discovery Accelerator
    1. Configuration options for Discovery Accelerator
      1.  
        Discovery Accelerator configuration for large installations
      2.  
        Discovery Accelerator configuration for smaller installations
    2.  
      Supported versions of Enterprise Vault in Discovery Accelerator environments
    3. Prerequisites for Discovery Accelerator
      1.  
        Prerequisites for the SQL Server computer
      2.  
        Prerequisites for the Discovery Accelerator server computer
      3.  
        Prerequisites for the Enterprise Vault server computer
      4.  
        Prerequisites for Discovery Accelerator client computers
    4.  
      Configuring Outlook to enable the processing of items with many attachments or many recipients
    5.  
      Setting the Windows and ASP.NET Temp folder permissions
    6. Security requirements for temporary folders
      1.  
        Granting additional users and groups access to the temporary folders
    7.  
      Disabling networking facilities that can disrupt a Discovery Accelerator environment
    8.  
      Disabling the Windows Search Service on the Discovery Accelerator server
    9.  
      Ensuring that the Windows Server service is running on the Discovery Accelerator server
    10.  
      Configuring the SQL Server Agent service
    11.  
      Assigning SQL Server roles to the Vault Service account
    12.  
      Verifying that Enterprise Vault expands distribution lists
  3. Installing Discovery Accelerator
    1. Installing the Discovery Accelerator server software
      1.  
        Allowing Enterprise Vault to communicate with Discovery Accelerator through the Windows firewall
      2. Creating the configuration database and customer databases
        1.  
          Configuring analytics database locations
      3. Setting up a Custodian Manager website
        1.  
          Assigning the required Active Directory permissions to the Custodian Manager synchronization account
      4.  
        Uploading the Discovery Accelerator report templates
      5. Configuring Discovery Accelerator for use in a SQL Server AlwaysOn environment
        1.  
          Using SQL Server Reporting Services in an AlwaysOn environment
      6. Installing Discovery Accelerator in a clustered environment
        1.  
          Configuring Discovery Accelerator for use in a Network Load Balancing cluster
      7.  
        Maximizing security in your Discovery Accelerator databases
    2. Installing the Discovery Accelerator client software
      1.  
        Modifying the configuration file for the Discovery Accelerator client
      2.  
        Using the MSI installer package to install the Discovery Accelerator client
  4. Appendix A. Ports that Discovery Accelerator uses
    1.  
      Default ports for Discovery Accelerator
    2.  
      Changing the ports that Discovery Accelerator uses
  5. Appendix B. Troubleshooting
    1.  
      Error messages appear in the event log when upgrading to Discovery Accelerator 12.2
    2.  
      Enterprise Vault Accelerator Manager service not created
    3.  
      Enterprise Vault Accelerator Manager service does not start
    4.  
      "Access is denied" message is displayed when you try to create a customer database on a UAC-enabled computer
    5.  
      Cannot create or upgrade Discovery Accelerator customer databases when Symantec Endpoint Protection is running
    6.  
      Permissions error when uninstalling the Discovery Accelerator client from a UAC-enabled computer
    7.  
      Uninstalling the Discovery Accelerator client from a shared location may prevent other users from starting the client

Uploading the Discovery Accelerator report templates

Using Microsoft SQL Server Reporting Services as the reporting mechanism, Discovery Accelerator provides extensive facilities for monitoring the details of a case and validating compliance with discovery requests. For information on the available reports and guidelines on how to use them, see the Administrator's Guide.

To make the reports available to users of the Discovery Accelerator client, you must upload the supplied template (.rdl) files to your SQL reporting server. The template files contain data retrieval and layout information for their respective reports in XML format.

Note:

If you want to deploy Discovery Accelerator in a SQL Server AlwaysOn environment, take care to configure the Reporting Services appropriately.

See Using SQL Server Reporting Services in an AlwaysOn environment.

To upload the Discovery Accelerator report templates

  1. If you have not already done so, install and configure SQL Server Reporting Services on the selected reporting server.

    You can check the configuration of SQL Server Reporting Services by using the Reporting Services Configuration Manager on the reporting server. Make a note of the virtual directory name on the Web Service URL page, as you need to specify this name later. The default name of the virtual directory is ReportServer.

    The following figure shows the typical settings in a Web Service URL page.

    Web Service URL page in Reporting Services Configuration Manager
  2. On the SQL reporting server, assign the following roles to the Vault Service account:

    • The System Administrator role on the SQL reporting server.

      You can assign this role by using the browser-based Report Manager tool that comes with SQL Server. First click Site Settings on the global toolbar in Report Manager and then click Security. Then click New Role Assignment and assign the System Administrator role to the Vault Service account.

    • The Content Manager role on the Home folder of the SQL reporting server.

      To assign this role in Report Manager, click Security on the Properties tab for the Home folder. Then click New Role Assignment and assign the Content Manager role to the Vault Service account.

    See the Microsoft Reporting Services documentation for more information.

  3. On the Discovery Accelerator server, open the Accelerator Manager website.
  4. Click Reporting Server at the bottom of the page.

    The Uploading Reporting Server Templates page appears.

    Uploading Reporting Server Templates page
  5. In the Reporting Server URL field, type the URL with which you access the SQL reporting server in the following form:

    http://server_name/virtual_directory

    Where server_name is the host name, fully qualified domain name, or IPv4 or IPv6 address of the SQL reporting server, and virtual_directory is the name of the required virtual directory. For example:

    http://EVSQL/ReportServer

    Note the following:

    • If you have multiple SQL Server instances, type the URL in the following form:

      http://server_name/virtual_directory$instance_name

    • If you have configured the SQL reporting server to listen for HTTP requests on a port other than the default, 80, type the URL in the following form:

      http://server_name:port_number/virtual_directory

  6. In the User Name field and Password field, type the credentials for the Vault Services account. By doing so, you identify the Vault Services account as the owner of all exchanges between the Discovery Accelerator server and SQL reporting server.

    Caution:

    The Accelerator Manager website does not authenticate the logon credentials that you enter, so it is important to enter the correct ones. If you omit the credentials or enter the wrong ones, Discovery Accelerator client users receive the error message "An error occurred creating the report" when they try to generate reports.

  7. Click Upload Reports.

    Note that it can take several minutes to upload the report templates to the server. A confirmation message appears when the process has completed.