Arctera Enterprise Vault™ Insight Surveillance Installation Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Introducing Insight Surveillance
    1.  
      About Insight Surveillance desktop application
    2.  
      About Insight Surveillance web application
    3.  
      Feature comparison: Arctera Insight Surveillance desktop application Vs Arctera Insight Surveillance web application
    4. Product documentation
      1.  
        White papers on the Arctera Support website
  2. Preparing to install Insight Surveillance
    1. Configuration options for Insight Surveillance
      1.  
        Insight Surveillance configuration for large installations
      2.  
        Insight Surveillance configuration for smaller installations
    2.  
      Supported versions of Enterprise Vault in Insight Surveillance environments
    3. Prerequisites for Arctera Insight Surveillance
      1.  
        Prerequisites for the SQL Server computer
      2.  
        Prerequisites for the Arctera Insight Surveillance server computer
      3.  
        Prerequisites for the Enterprise Vault server computer
      4. Prerequisites for Insight Surveillance
        1.  
          Additional requirements for Arctera Insight Surveillance
        2.  
          Set Kerberos Trusted Delegation
    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 Insight Surveillance environment
    8.  
      Disabling the Windows Search Service on the Insight Surveillance server
    9.  
      Ensuring that the Windows Server service is running on the Insight Surveillance server
    10.  
      Configuring the SQL Server Agent service
    11.  
      Assigning SQL Server roles to the Vault Service account
    12.  
      Installing and configuring the SQL full-text search indexing service
    13.  
      Verifying that Enterprise Vault expands distribution lists
    14. Configuring Intelligent Review API Authentication and Authorization
      1.  
        Setting Kerberos trusted delegation between Surveillance Servers and Surveillance Database Servers
      2.  
        Setting Kerberos trusted delegation between Surveillance Servers and Surveillance Database Servers on IP address
  3. Installing Insight Surveillance
    1. Installing the Insight Surveillance server software
      1.  
        Allowing Enterprise Vault to communicate with Insight Surveillance through the Windows firewall
      2.  
        Creating the configuration database and customer databases
      3.  
        Configuring a dedicated server for Intelligent Review processing (optional deployment configuration)
      4. Configuring Insight Surveillance for use in a SQL Server Always On environment
        1.  
          Using SQL Server Reporting Services in an Always On environment
      5. Installing Insight Surveillance in a clustered environment
        1.  
          Configuring Insight Surveillance for use in a Network Load Balancing cluster
      6.  
        Maximizing security in your Insight Surveillance databases
    2.  
      Uninstalling Insight Surveillance
  4. Appendix A. Ports that Insight Surveillance uses
    1.  
      Default ports for Insight Surveillance
    2.  
      Changing the ports that Insight Surveillance uses
  5. Appendix B. Troubleshooting
    1.  
      Error messages appear in the event log when upgrading to Insight Surveillance 15.2
    2.  
      Enterprise Vault eDiscovery Manager service not created
    3.  
      Enterprise Vault eDiscovery 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 Insight Surveillance customer databases when Symantec Endpoint Protection is running
    6.  
      Error messages when the Intelligent Review (IR) API authentication and authorization fails
  6. Appendix C. Installing and configuring the Enhanced Auditing feature
    1.  
      Overview
    2.  
      Prerequisites for the Enhanced Auditing feature
    3.  
      Installing the Enhanced Auditing feature
    4.  
      Post installation steps
    5.  
      Upgrading the Enhanced Auditing setup
    6.  
      Modifying the Enhanced Auditing setup
    7.  
      Repairing the Enhanced Auditing setup
    8.  
      Uninstalling the Enhanced Auditing setup
    9.  
      Managing access from Arctera Insight Surveillance

Configuring a dedicated server for Intelligent Review processing (optional deployment configuration)

Surveillance supports the installation of multiple Surveillance Servers in a single Surveillance environment. The Intelligent Review (IR) services get installed along with the installation of each Surveillance Server. Every IR component, by default, processes the customers for its own Surveillance Server.

The Dedicated IR Server feature enables a single Surveillance Server to be dedicated to processing all customers for Intelligent Review, irrespective of which Surveillance Server they are configured on. This option is provided so that the end user can move a load of IR processing to a less-loaded Surveillance Server if required.

To configure a Surveillance server as a dedicated IR server

  1. On Enterprise Vault eDiscovery Manager, select EVBAADMIN, and open the Server Properties dialog box
  2. Select the Dedicated IR Server check box adjacent to the Surveillance server you want to dedicate for Intelligent Review processing.

    Note:

    There can only be a single Dedicated IR Server in the environment and is supported in a scenario where Configuration Database is shared. Refer to the following example.

Refer to the scenario below.

Server TKVAS has only one customer (CAVAS2).

Server TKWIN2016TEST1 has two customers (CA1 and CA2).

By default, IR 2.0 services on TKVAS will process the customer CAVAS2 and IR 2.0 services on TKWIN2016TEST1 will process customers CA1 and CA2.

However, if you select the TKWIN2016TEST1 server as a Dedicated IR Server, it will serve as the only IR Server in the environment. It will process all the customers - CAVAS2, CA1, and CA2 for Intelligent Review. The IR components on another server TKVAS will not be used for IR Processing. These servers will only verify if there is any work to do. Else, these servers remain dormant. If you change the Dedicated IR Server to some other Surveillance Server, those services will then start processing Intelligent Review-related work.

Another deployment option is installing an additional Surveillance server only for IR processing. This server may not have any customers associated with it. For example, in the below sample image, there are 2 servers, where TKVAS does not have any customers and is only used for IR processing.