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

Changing the ports that Insight Surveillance uses

You can set Insight Surveillance to use different ports if another application requires the default ones.

To change the port used for communications with SQL Server, if you do not use SQL Always On

  1. On the Insight Surveillance server, open the eDiscovery Manager website.
  2. In the left pane, right-click the server name and then click Properties.
  3. In the Name field, specify the required SQL Server computer as server_name,port_number.
  4. Click OK to save the change that you have made.

  5. For each customer database, do the following:

    • In the left pane, right-click the name of the database and then click Properties.

    • In the SQL Server field, specify the required SQL Server computer as server_name,port_number.

    • Click OK to save the change that you have made.

To change the port used for communications with SQL Server, if you do use SQL Always On

  1. If the Enterprise Vault eDiscovery Manager service is running on the Insight Surveillance server, stop it.
  2. Open the eDiscovery Manager website and wait for the following page to appear (this may take several minutes):
    SQL Always On port change dialog box in eDiscovery Manager website
  3. In the SQL Server field, enter the required details and then click Update Configuration. For example, in the figure above, this field specifies an availability group listener (SQL-L), which is followed by a comma and then the port number 5053.
  4. Start the Enterprise Vault eDiscovery Manager service.

To change the port used for communications between the Insight Surveillance server and the Insight Surveillance websites

  1. On the Insight Surveillance server, locate the copies of the Web.config file in the AcceleratorAdminWeb and ComplianceWebMin subfolders of the Insight Surveillance installation folder. (The ComplianceWebMin subfolder is only present if you have chosen to install the Insight Surveillance website.)
  2. Open each file in a text editor such as Windows Notepad.
  3. Find the following line, and change the port number to a suitable alternative.
    <add key="RemotePort" value="8085"/>
  4. Save and close the files.
  5. Restart the Enterprise Vault eDiscovery Manager service.

To change the port used for communications with the SQL reporting server

  1. On the Insight Surveillance server, open the eDiscovery Manager website.
  2. Click Reporting Server at the bottom of the page.

    The Uploading Reporting Server Templates page appears.

  3. In the Reporting Server URL field, type the URL with which to access the SQL reporting server in the following form:

    http://server_name,port_number/virtual_directory