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

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 eDiscovery. The two required roles are as follows:

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

  • sysadmin (system administrator). eDiscovery 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, eDiscovery assumes that you want to make a user with the sysadmin role the creator and owner of them.

    In addition, you require the sysadmin role to enable eDiscovery cases for analytics.

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 eDiscovery 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.