Arctera Enterprise Vault™ Insight Surveillance Installation Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Introducing Insight Surveillance
    1.  
      About Insight Surveillance desktop application
    2.  
      About Insight Surveillance web application
    3.  
      Feature comparison: Arctera Insight Surveillance desktop application Vs Arctera Insight Surveillance web application
    4. Product documentation
      1.  
        White papers on the Arctera Support website
  2. Preparing to install Insight Surveillance
    1. Configuration options for Insight Surveillance
      1.  
        Insight Surveillance configuration for large installations
      2.  
        Insight Surveillance configuration for smaller installations
    2.  
      Supported versions of Enterprise Vault in Insight Surveillance environments
    3. Prerequisites for Arctera Insight Surveillance
      1.  
        Prerequisites for the SQL Server computer
      2.  
        Prerequisites for the Arctera Insight Surveillance server computer
      3.  
        Prerequisites for the Enterprise Vault server computer
      4. Prerequisites for Insight Surveillance
        1.  
          Additional requirements for Arctera Insight Surveillance
        2.  
          Set Kerberos Trusted Delegation
    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 Insight Surveillance environment
    8.  
      Disabling the Windows Search Service on the Insight Surveillance server
    9.  
      Ensuring that the Windows Server service is running on the Insight Surveillance 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
    14. Configuring Intelligent Review API Authentication and Authorization
      1.  
        Setting Kerberos trusted delegation between Surveillance Servers and Surveillance Database Servers
      2.  
        Setting Kerberos trusted delegation between Surveillance Servers and Surveillance Database Servers on IP address
  3. Installing Insight Surveillance
    1. Installing the Insight Surveillance server software
      1.  
        Allowing Enterprise Vault to communicate with Insight Surveillance through the Windows firewall
      2.  
        Creating the configuration database and customer databases
      3.  
        Configuring a dedicated server for Intelligent Review processing (optional deployment configuration)
      4. Configuring Insight Surveillance for use in a SQL Server Always On environment
        1.  
          Using SQL Server Reporting Services in an Always On environment
      5. Installing Insight Surveillance in a clustered environment
        1.  
          Configuring Insight Surveillance for use in a Network Load Balancing cluster
      6.  
        Maximizing security in your Insight Surveillance databases
    2.  
      Uninstalling Insight Surveillance
  4. Appendix A. Ports that Insight Surveillance uses
    1.  
      Default ports for Insight Surveillance
    2.  
      Changing the ports that Insight Surveillance uses
  5. Appendix B. Troubleshooting
    1.  
      Error messages appear in the event log when upgrading to Insight Surveillance 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 Insight Surveillance customer databases when Symantec Endpoint Protection is running
    6.  
      Error messages when the Intelligent Review (IR) API authentication and authorization fails
  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 Arctera Insight Surveillance

Prerequisites for the Arctera Insight Surveillance server computer

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

Table: Required software for Arctera Insight Surveillance server installation

Item

Notes

.NET Core

You require the following versions:

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

.NET Framework

You require .NET Framework 4.7.2.

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

Enterprise Vault

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

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

To search on content with Arctera Insight Surveillance, 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 Microsoft Outlook 2016, 2019, 2021, and Outlook for M365.

Outlook for M365 (32-bit supported on Enterprise Vault/Insight Surveillance Server)

Outlook for M365 (64-bit supported on Windows 10/11 Clients)

Add the AttachmentMax and RecipientMax values to the registry on the Arctera Insight Surveillance 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 any of the following browsers:

  • Mozilla Firefox

  • Microsoft Edge

  • Google Chrome

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

You require any of the Windows 2016, 2019, 2022, or 2025 server.

We recommend that you do the following:

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

  • At least 16 GB of memory.

  • Minimum 10 GB space must be available on the hard disk where the Intelligent Review Holding Folder is located.

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

    All transaction requests from Insight Surveillance web application to the Enterprise Vault and Arctera Insight Surveillance 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 Insight Surveillance searches and export runs. On both the Arctera Insight Surveillance 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.

  • Configure Intelligent Review API Authentication and Authorization. See Configuring Intelligent Review API Authentication and Authorization.