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

Assigning SQL Server roles to the Vault Service account

The Vault Service account is the account that Enterprise Vault services and tasks use when accessing Enterprise Vault databases. You must assign a number of SQL Server roles to this account to perform various activities with Insight Surveillance. The two required roles are as follows:

  • dbcreator (database creator). The facility to create configuration and customer databases with Insight Surveillance is dependent on the Vault Service account having this role.

  • sysadmin (system administrator). Insight Surveillance provides the facility to create schedules with which you can conduct searches repeatedly or at some future time. These schedules are SQL Server Agent jobs and, by default, Insight Surveillance assumes that you want to make a user with the sysadmin role the creator and owner of them.

Note:

The dbcreator and sysadmin roles are server-wide roles that may grant more security privileges to the Vault Service account than you are comfortable with. If this is the case, you can give the Vault Service account the minimum required permissions by following the instructions in this article on the Arctera Support website:

https://www.veritas.com/docs/100038151

After the Insight Surveillance is installed, you must change the value of the security configuration option "Use SQL Server SysAdmin Server Role for Schedules". For instructions on how to do this, see the Administrator's Guide.

To assign SQL Server roles to the Vault Service account

  1. On the SQL Server computer, start SQL Server Management Studio.
  2. In the left pane of the SQL Server Management Studio window, expand the tree to display first the required SQL Server and then the Security folder.
  3. Under the Security folder, double-click Logins to display the users in the right pane.
  4. In the Logins list, right-click the Vault Service account, and then click Properties.
  5. In the Login Properties dialog box, select the Server Roles page.
  6. In the Server roles box, make sure that dbcreator and sysadmin are selected.
  7. Click OK.