Arctera Enterprise Vault™ eDiscovery Installation Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Introducing eDiscovery
    1.  
      About eDiscovery desktop application
    2.  
      About eDiscovery web application
    3.  
      Feature comparison: Arctera eDiscovery desktop application Vs Arctera eDiscovery web application
    4.  
      Key features of eDiscovery
    5. Product documentation
      1.  
        White papers on the Arctera Support website
      2.  
        eDiscovery training modules
  2. Preparing to install eDiscovery
    1. Configuration options for eDiscovery
      1.  
        eDiscovery configuration for large installations
      2.  
        eDiscovery configuration for smaller installations
    2.  
      Supported versions of Enterprise Vault in eDiscovery environments
    3. Prerequisites for Arctera eDiscovery
      1.  
        Prerequisites for the SQL Server computer
      2.  
        Prerequisites for the Arctera eDiscovery server computer
      3.  
        Prerequisites for the Enterprise Vault server computer
    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 eDiscovery environment
    8.  
      Disabling the Windows Search Service on the eDiscovery server
    9.  
      Ensuring that the Windows Server service is running on the eDiscovery 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
  3. Installing eDiscovery
    1. Installing the eDiscovery server software
      1.  
        Allowing Enterprise Vault to communicate with eDiscovery through the Windows firewall
      2. Creating the configuration database and customer databases
        1.  
          Configuring analytics database locations
      3. Setting up a Insight eDiscovery Custodian Manager website
        1.  
          Assigning the required Active Directory permissions to the Insight eDiscovery Custodian Manager synchronization account
      4.  
        Uploading the eDiscovery report templates
      5. Configuring eDiscovery for use in a SQL Server Always On environment
        1.  
          Using SQL Server Reporting Services in an Always On environment
      6. Installing eDiscovery in a clustered environment
        1.  
          Configuring eDiscovery for use in a Network Load Balancing cluster
      7.  
        Maximizing security in your eDiscovery databases
  4. Appendix A. Ports that eDiscovery uses
    1.  
      Default ports for eDiscovery
    2.  
      Changing the ports that eDiscovery uses
  5. Appendix B. Troubleshooting
    1.  
      Error messages appear in the event log when upgrading to eDiscovery 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 eDiscovery customer databases when Symantec Endpoint Protection is running
    6.  
      Permissions error when uninstalling the eDiscovery client from a UAC-enabled computer
    7.  
      Uninstalling the eDiscovery client from a shared location may prevent other users from starting the client
  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 eDiscovery

Prerequisites for the Arctera eDiscovery server computer

Table: Required software for Arctera eDiscovery server installation lists the software items that you must install and configure on the computer that is to run the Arctera eDiscovery server software.

Table: Required software for Arctera eDiscovery server installation

Item

Notes

.NET Core

You require ASP .NET Core Runtime 6.0.x Hosting Bundle. The minimum supported version is 6.0.20.

See the Links To Related Software folder in the distribution media.

.NET Framework

You require .NET Framework 4.5.2 and .NET Framework 4.7.2 Runtime

See the Links To Related Software folder in the distribution media.

Enterprise Vault

If Arctera eDiscovery is installed on a separate computer from Enterprise Vault, you must install the Enterprise Vault software on the Arctera eDiscovery computer.

You require an 15.2 version of one of the following:

  • Enterprise Vault Services.

  • Enterprise Vault API Runtime.

See Supported versions of Enterprise Vault in eDiscovery environments.

There is no need to configure Enterprise Vault after you have installed it on your Arctera eDiscovery server computer; do not run the Enterprise Vault configuration wizard. In addition, if the Enterprise Vault Admin service is running on your Arctera eDiscovery server computer, we recommend that you stop it and set its startup type to Disabled.

To search on content with Arctera eDiscovery, set indexing on the Enterprise Vault archives to full.

Internet Information Services (IIS)

You require IIS 8.0 or later with ASP.NET, IIS 6.0 Management Compatibility, and IP and domain restrictions (for the Auditing Websites).

Node.js

You require Node.js (x64) version 14.17.3 or later.

See the Links To Related Software folder in the distribution media.

Notes client

You require version 9.0 or later of the Notes client so that client users can export Domino items.

Install the client in single-user mode, using the account under which the eDiscovery Manager service runs.

Outlook

You require Outlook 2013 SP1 or later so that client users can export Exchange Server items in PST format and download the original versions of the items. The export-to-PST feature requires a 32-bit version of Outlook 2013 SP1 or later; it does not work with the 64-bit version.

Add the AttachmentMax and RecipientMax values to the registry on the Arctera eDiscovery server to avoid problems when processing items that have many attachments or many recipients.

See Configuring Outlook to enable the processing of items with many attachments or many recipients.

Visual C++ Redistributable

You require the Microsoft Visual C++ 2015-2019, or later Redistributable (x86).

See the Links To Related Software folder in the distribution media.

Web browser

You require one of the following:

  • Microsoft Edge.

  • Microsoft Internet Explorer 11.

For optimum results, do the following:

  • Configure the privacy settings in the browser to allow cookies.

  • Turn off any pop-up blockers.

  • Ensure that the advanced option Play animations in webpages is selected.

    In Internet Explorer, click Internet Options on the Tools menu. Then, on the Advanced tab, locate the required option in the Multimedia category.

Windows

We recommend that you do the following:

For the best results, we recommend that you install the Arctera eDiscovery server software on a computer that has the following:

  • At least 16 GB of memory.

  • Sufficient hard drive space to accommodate the searches and export runs that you expect to undertake.

    All transaction requests from eDiscovery web application to the Enterprise Vault and Arctera eDiscovery servers use the Temp folder of the Vault Service account for temporary storage. Therefore, you must ensure that this folder has sufficient free space to handle large Arctera eDiscovery searches and export runs. On both the Arctera eDiscovery and Enterprise Vault servers, the Vault Service account's Temp folder must be on a drive that has a minimum of 40 GB of free space. However, 80 GB of free space is preferable.

    Exclude the Vault Service account's Temp folders from antivirus scanning.

  • Multiple hard drives. For example, you might use drive C for the operating system, drive D for the CD or DVD drive, drive E for the Temp folder of the Vault Service account, and drive F for the export output folder. You might split the Windows paging file across drives E and F.

The Best Practices Guide provides extensive information on the Arctera eDiscovery server's hardware requirements. You can obtain this guide from the Arctera Support website at https://www.veritas.com/docs/100024378.