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

Configuring eDiscovery for use in a Network Load Balancing cluster

Network Load Balancing (NLB) is a clustering technology that Microsoft offers as part of Windows Server 2012 or later.

NLB balances the network traffic across all the nodes in a cluster, which work together to run a common set of applications and provide the image of a single system to client users. NLB helps to enhance the scalability and performance of eDiscovery by distributing client requests across the nodes in the cluster; background eDiscovery tasks are unaffected. It also provides high availability by detecting node failures and automatically redistributing traffic to operational nodes.

The process of setting up an NLB cluster requires you to specify a virtual name or IP address for the cluster. When they start the application, your users must specify this virtual name or address as the server to which they want to connect.

For more information on load balancing, see the Best Practices Guide. This is available from the following page of the Arctera Support website:

https://www.veritas.com/docs/100024378

To configure eDiscovery for use in an NLB cluster

  1. Ensure that each node that you want to include in the NLB cluster has a fixed IP address.

    If you do not have these fixed addresses, you can obtain them from your network administrator.

  2. Use the Network Load Balancing Manager that comes with Windows to set up and manage the cluster.

    Consult the documentation that accompanies Network Load Balancing Manager for guidelines on how to do this.

  3. Install the eDiscovery server software on each node in the cluster.

    As a minimum, you must install the Enterprise Vault eDiscovery Manager service on each node.