Arctera Enterprise Vault™ eDiscovery Installation Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Introducing eDiscovery
    1.  
      Key features of eDiscovery
    2.  
      About the eDiscovery components
    3. 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.  
        Prerequisites for Arctera eDiscovery client computers
    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
    2. Installing the eDiscovery client
      1.  
        Modifying the configuration file for the eDiscovery client
      2.  
        Using the MSI installer package to install the eDiscovery client
  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

Overview

Starting with release 14.4, a new feature named Enhanced Auditing has been introduced. When the Enhanced Auditing feature is configured and enabled for a customer, the audit records for that customer are sent to the audit server whenever certain operations and modifications are made to modules as selected in the Audit Settings tab in eDiscovery client. Changes to these modules made in eDiscovery are logged. The Audit viewer tab in eDiscovery client lets you search and export audit records for various modules and operations at the application, case, and folder levels.

To use the Enhanced Auditing feature, you need to follow the following workflow:

  1. Meet the requirements and prerequisites.

    See Prerequisites for the Enhanced Auditing feature.

  2. Install the Enhanced Auditing feature.

    See Installing the Enhanced Auditing feature.

  3. Set the Auditing configuration options in the Configuration > Settings tab in the eDiscovery client.
  4. Use the Audit Settings tab in the eDiscovery client to edit the required settings for auditing.
  5. Use the Audit viewer tab in the eDiscovery client to search and export audit records.