Enterprise Vault™ Installing and Configuring
- About this guide
- Section I. Enterprise Vault requirements
- Enterprise Vault hardware requirements
- Hardware requirements for Enterprise Vault server
- About the storage requirements for Enterprise Vault
- Storage for vault stores
- Storage requirements for SQL databases
- Enterprise Vault required software and settings
- Basic software requirements for Enterprise Vault
- Best practice settings for Enterprise Vault servers
- Preinstallation tasks for Enterprise Vault server
- About assigning permissions and roles in SQL databases
- Additional requirements for Operations Manager
- Additional requirements for classification
- Additional requirements for Enterprise Vault Reporting
- Additional requirements for Exchange Server archiving
- Preinstallation tasks for Exchange server archiving
- Assigning Exchange Server permissions to the Vault Service account
- Enterprise Vault client access with Exchange Server archiving
- Requirements for RPC over HTTP
- Additional requirements for Domino Server archiving
- Requirements for Domino mailbox archiving
- Register the Enterprise Vault Domino Gateway
- About the user ID for Domino mailbox archiving
- Requirements for Domino journaling archiving
- Additional requirements for File System Archiving (FSA)
- Additional requirements for SharePoint Server archiving
- Additional requirements for Skype for Business Archiving
- Additional requirements for SMTP Archiving
- Additional requirements for Enterprise Vault Search
- Additional requirements for a standalone Enterprise Vault Administration Console
- Additional requirements for the Archive Discovery Search Service
- Enterprise Vault hardware requirements
- Section II. Installing Enterprise Vault
- Section III. Configuring Enterprise Vault
- About configuring Enterprise Vault
- Running the Enterprise Vault configuration wizard
- Securing Enterprise Vault Web Access components
- Running the Enterprise Vault Getting Started wizard
- About the express and custom modes of the Enterprise Vault Getting Started wizard
- About indexing configuration with the Enterprise Vault Getting Started wizard
- About storage configuration with the Enterprise Vault Getting Started wizard
- Configuring Enterprise Vault Operations Manager
- Configuring the Archive Discovery Search Service
- Section IV. Initial Enterprise Vault setup
- Initial Enterprise Vault setup
- Setting up storage
- About Enterprise Vault single instance storage
- About creating vault stores
- About Enterprise Vault safety copies
- About Enterprise Vault safety copies
- Creating vault store partitions
- Adding index locations
- Setting up Index Server groups
- Do I need to create Index Server groups?
- Reviewing the default settings for the site
- Setting up Enterprise Vault Search
- Setting up provisioning groups for Enterprise Vault Search
- Configuring user browsers for Enterprise Vault Search
- Setting up Enterprise Vault Search Mobile edition
- Managing metadata stores
- Section V. Clustering Enterprise Vault with VCS
- Introducing clustering with VCS
- Installing and configuring Storage Foundation HA for Windows
- Configuring the VCS service group for Enterprise Vault
- Running the Enterprise Vault Configuration wizard
- Setting up Enterprise Vault in an active/passive VCS configuration
- About setting up Enterprise Vault in a VCS N+1 configuration
- Implementing an SFW HA-VVR disaster recovery solution with Enterprise Vault
- Troubleshooting clustering with VCS
- Section VI. Clustering Enterprise Vault with Windows Server Failover Clustering
- Introducing clustering with Windows Server Failover Clustering
- Control of Enterprise Vault services in a Windows Server failover cluster
- Preparing to cluster with Windows Server Failover Clustering
- Configuring Enterprise Vault in a Windows Server failover cluster
- Setting up a new Enterprise Vault installation with Windows Server Failover Clustering support
- Examples of Enterprise Vault installations in various Windows Server Failover Clustering modes
- Converting an existing Enterprise Vault installation to a Windows Server failover cluster
- Modifying an existing Enterprise Vault cluster
- Troubleshooting clustering with Windows Server Failover Clustering
- Introducing clustering with Windows Server Failover Clustering
- Appendix A. Automatically preparing an Enterprise Vault server
Running the Enterprise Vault configuration wizard
Note:
These instructions apply to a non-clustered environment. If you are configuring Enterprise Vault in a Veritas Cluster Server or Windows Server Failover Clustering environment, see instead the appropriate clustering section in this guide.
You may be starting the configuration wizard after restarting your computer or after completing the installation program.
Follow the instructions below to run the configuration wizard on the first Enterprise Vault server in your site. When you are using the configuration wizard to configure Enterprise Vault on subsequent computers, refer to the online Help if you are unsure about how to proceed.
Before you run the configuration wizard, make sure that you have assigned the required SQL Server permissions and roles to the Vault Service account.
See About assigning permissions and roles in SQL databases.
If during the running of the configuration wizard you receive an error related to the configuring of the Enterprise Vault Monitoring database, complete the configuration wizard and then refer to the troubleshooting information for the Monitoring database.
To run the Enterprise Vault configuration wizard
- On the Apps screen, select Enterprise Vault > Configuration.
The Configuration wizard starts. The first screen asks whether you want to create a new Enterprise Vault Directory database.
- Click Yes and then Next.
The wizard asks you to select the language you want Enterprise Vault to use when populating the default settings in the Administration Console.
- Select the required language and then Next.
The wizard asks for details of an account for Enterprise Vault services to use.
- Enter the details of the Vault Service account that you created earlier.
You must use the format domain_name\username when you specify the account. Alternatively, browse for the Vault Service account.
Enter the password for the Vault Service account and confirm it.
- Click Next.
A warning message is displayed if the account you are using does not have sufficient privileges to validate the password to the Vault Service account. Click Yes to continue.
A message tells you that the Vault Service account has been added to the local Administrators group. Click OK to close the message.
A second message notifies you that the account will be given the advanced user rights, Log On As a Service, Debug programs, and Replace a process-level token. Click OK to close the message.
The configuration wizard creates the Directory service and then the next screen asks for the location of the SQL Server that you want to use for the Directory database.
- Enter the location of the SQL Server that you want to use. Alternatively, click Browse to browse for the SQL Server. You can specify a SQL Server instance if required.
- Click Next.
The wizard shows the default locations for the Directory database files and transaction log.
- Change the locations if necessary.
If you have specified that SQL Server is on a remote computer, the paths for the data file and transaction log file must be valid on that remote computer.
- Click Next.
The wizard creates the Directory database. The next screen asks for the location of the SQL Server that you want to use for the Monitoring database.
- Enter the location of the SQL Server that you want to use. You can specify a SQL Server instance if required.
- Click Next.
The next screen shows default locations on the SQL server for the Monitoring database files and transaction log.
- Change the locations if necessary.
If you have specified that SQL Server is on a remote computer, the paths for the data file and transaction log file must be valid on that remote computer.
Do not specify paths that are on the root of a file system, such as
C:
orC:\
. - Click Next.
The wizard creates the Monitoring database.
The next screen asks for details of the new Enterprise Vault site.
- Enter a name and description for the new Enterprise Vault site.
- Click Next.
The next screen asks for a DNS alias for current computer.
The value you enter must be an unqualified DNS alias for this computer, for example, "evserver1". A fully-qualified DNS name (for example, "evserver1.mycompany.local") is not permitted.
If this is the first computer added to the site, the DNS alias entered will automatically be used as the vault site alias.
- Enter a DNS alias for the current computer and click Next.
- Click Next to add the computer to the Enterprise Vault site.
An information screen lists software that is installed on your computer. Based on this list, the wizard automatically selects Enterprise Vault services to add to your computer.
- Click Next. The list shows the services that will be added to your computer.
- Check the list of services. You can add or remove services as required, as follows:
To remove a service, click the service to select it and then click Remove.
To add a service, click Add and then select the service you require.
- Click Next. An information page lists the services that the wizard will create.
- Click Next to create the services.
- The final screen of the wizard gives you the following options:
Run the Enterprise Vault Getting Started Wizard. Choose this option to set up archiving as quickly as possible. The wizard provides both express and custom options for maximum flexibility.
Run the Enterprise Vault Administration Console. Choose this option if you are already familiar with the Administration Console and familiar with setting up archiving.
Just close this wizard. Choose this option to close the Configuration Wizard. You can then click the desktop shortcuts to run the Enterprise Vault Getting Started Wizard or the Administration Console.
- Click Finish to exit from the configuration wizard.
Note:
Remember that you can run the configuration wizard successfully only once on a computer. If you exit the configuration wizard after successfully configuring Enterprise Vault, you cannot run the wizard again. To do any further setup or management of the Enterprise Vault components, other than that related to Enterprise Vault Operations Manager or Enterprise Vault Reporting, you must use the Administration Console.
If the configuration used a self-signed certificate to secure Enterprise Vault web applications in IIS, replace this certificate as soon as possible with one from a trusted certificate authority.