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

Installing the eDiscovery server software

Follow the instructions in this section to perform a first-time installation of the eDiscovery server software. If you want to upgrade an existing eDiscovery installation, see the DAUpgradeInstructions file.

Before you proceed, note the following:

  • You must install this software as the Vault Service account.

  • Installing this software on a computer on which you have also installed the Surveillance server software is not supported.

  • You can configure eDiscovery for use in a Network Load Balancing cluster. However, installing the software on the nodes in other types of clusters is not supported.

    See Installing eDiscovery in a clustered environment.

To install the eDiscovery server software

  1. Load the release media, and then do one of the following:

    • When the Install Launcher starts, follow the links to install the eDiscovery server software.

    • In Windows Explorer, browse to the Arctera Enterprise Vault eDiscovery\Server folder, and then run setup.exe.

      The setup.exe program launches the Windows Installer (.msi) package that is in the same folder with elevated privileges. This is necessary to enable the installation to complete all of its processes.

  2. On the Welcome screen, click Next.

    The installer navigates you to the Settings section, where you can configure the values required for the eDiscovery installation.

  3. On the Prerequisites screen, scroll up and down to view 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 then click Next.

  4. On the Prerequisite Status screen, the installer performs a check for all required software. When the prerequisite check is completed, click Next.
  5. On the End-User License Agreement screen, read the Arctera Software License Agreement. If you agree the terms, select the I accept the terms in the License Agreement check box and then click Next.
  6. On the Choose Setup Type screen, choose between the following setup types:

    Typical

    Lets you install all the components, except eDiscovery web client.

    This option is recommended for most users.

    After you click Typical, The default path is displayed. Ensure that the path to the folder where you want to install eDiscovery is appropriate. If not, click Browse to select path of the appropriate folder.

    Custom

    Lets you select or remove the components as per your requirement.

  7. On the Accelerator Service Account Login screen, provide the accelerator service account details such as Domain, Username, and Password. Click Next.
  8. If you have chosen to install the Auditing Websites feature, the Enhanced Auditing Configuration screen is displayed. Enter the following details:
    • Server Alias: DNS Alias name or FQDN for the eDiscovery Server

    • Website Port: Port for the Auditing website

    • Internal Port: Port for the Auditing API site

  9. Click Next.
  10. On the Ready to install screen, click Install to start eDiscovery installation.
  11. If you have chosen to install the eDiscovery Manager service then, when the installation program has finished, select the option to display the Enterprise Vault eDiscovery Manager website. Then you can create the configuration database and customer databases.

    The installation program automatically opens the eDiscovery Manager website with administrator privileges if you have installed eDiscovery on a server in which User Account Control (UAC) is enabled. (This is a requirement when accessing the website in such environments.) If UAC is not enabled, a Run As dialog box may prompt you for the name and password of the user account under which to access the website. Enter the details of the Vault Service account with which you manage your Enterprise Vault server.

  12. To ensure that all the endpoints are encrypted, eDiscovery generates self-signed certificate for the Auditing web application during configuration. It is recommended to replace such self-signed certificates with certificates signed by well-known authorities.
  13. If you want to use the Legal Hold facility to stop users from deleting items from their archives, install a eDiscovery license on each storage server in your Enterprise Vault site.