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

Changing the ports that eDiscovery uses

You can set eDiscovery 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 eDiscovery 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 eDiscovery 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 eDiscovery server and the eDiscovery websites

  1. On the eDiscovery server, locate the copies of the Web.config file in the AcceleratorAdminWeb and CustodianManagerWeb subfolders of the eDiscovery installation folder.
  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 between the eDiscovery server and the eDiscovery clients

  1. On each eDiscovery client computer, locate the AcceleratorClient.Exe.Config file in the installation folder.

    This folder is typically %HOMEPATH%\Local Settings\Application Data\Enterprise Vault eDiscovery\Client.

  2. Open the 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="AcceleratorServerPort" value="8086" />
  4. Save and close the file.
  5. If you need to change port 8086 to another port and you want to use Open Data (OData) web service to create reports, make sure that you update the OData configuration to use the same port. To update the port number, do the following:
    • On each eDiscovery server computer, locate the AcceleratorService.Exe.Config and AcceleratorManager.Exe.Config files in the installation folder.

    • Open each file in a text editor such as Windows Notepad.

    • Find the following lines, and change the port number to match the setting in the AcceleratorClient.Exe.Config file.

      <add key="Windows Client Remoting Channel Configuration" value="8086" />
      <add key="Windows Client Remoting Channel Configuration IPv6" value="8086" />
    • Save and close the file.

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

  1. On the eDiscovery 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

To change the ports used for communications with Auditing websites

  1. Launch the eDiscovery Server MSI using setup.exe.

    See Installing the eDiscovery server software.

  2. On the Modify, repair, or remove installation screen, select Modify.
  3. On the Prerequisites screen, review the list of hardware and software required for the eDiscovery installation.

    If you meet the listed prerequisites, select the I have read and met the above prerequisites check box and click Next.

  4. On the Prerequisite Status screen, the installer checks all required software. When the prerequisite check is completed, click Next.
  5. On the Custom Setup screen, click Next without making any changes.
  6. On the Accelerator Service Account Login screen, provide the accelerator service account password. Click Next.
  7. On the Enhanced Auditing Configuration screen, change the required port number to a suitable alternative.
  8. On the Ready to Install screen, click Install.
  9. Click Finish to close the installer wizard.