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

Uploading the eDiscovery report templates

Using Microsoft SQL Server Reporting Services as the reporting mechanism, eDiscovery 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 eDiscovery application, 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 eDiscovery in a SQL Server Always On environment, take care to configure the Reporting Services appropriately.

See Using SQL Server Reporting Services in an Always On environment.

To upload the eDiscovery 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 eDiscovery server, open the eDiscovery 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 eDiscovery server and SQL reporting server.
  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.