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EMC® SourceOne™ Offline AccessVersion 7.2

Installation and Administration Guide302-000-961

REV 03

Copyright © 2005-2015 . All rights reserved. Published in USA.

Published September 29, 2015

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EMC CorporationHopkinton, Massachusetts 01748-91031-508-435-1000 In North America 1-866-464-7381www.EMC.com

2 EMC SourceOne Offline Access 7.2 Installation and Administration Guide

5

Offline Access Overview 9

Introduction.................................................................................................. 10Offline Access benefits..................................................................................10Offline Access architecture............................................................................10

Offline Access components.............................................................. 11Offline Access processes..................................................................12

General Prerequisites and Guidelines 13

System requirements.................................................................................... 14System considerations.................................................................................. 14

Installation considerations...............................................................14Security considerations....................................................................15Display settings............................................................................... 16Synchronizing computer clocks........................................................16

Considerations for mixed EmailXtender-SourceOne environments.................16EmailXtender User Cache server is no longer supported................... 16Uninstalling previous versions of Offline Access client..................... 17EmailXtender software altered by EMC SourceOne Offline Access.....17

Installing Offline Access 19

Installing the Offline Access software............................................................ 20Manual installation.......................................................................... 20Silent installation.............................................................................24Verifying the installation for Outlook 2010/2013............................. 25

Updating from a Previous Release 27

Updating from a previous release.................................................................. 28Supported update scenarios......................................................................... 28Silent upgrade...............................................................................................28Manual upgrade............................................................................................28Repair Offline Access after upgrading to Outlook...........................................28

Configuring Offline Access 31

Introduction.................................................................................................. 32Configuration considerations........................................................................ 32

User permissions............................................................................. 32Configuration guidelines.................................................................. 34Accessing EmailXtender messages in a SourceOne environment...... 35Offline Access cache........................................................................ 35

Configuring Offline Access for multi-user computers......................................37Configuring group policy............................................................................... 37

Adding the Offline Access administrative template to Group PolicyEditor...............................................................................................38

Preface

Chapter 1

Chapter 2

Chapter 3

Chapter 4

Chapter 5

CONTENTS

EMC SourceOne Offline Access 7.2 Installation and Administration Guide 3

Configuring Offline Access policies................................................................38Enabling settings in GPO.................................................................. 39Enabling/disabling Offline Access....................................................39Enabling/disabling copy shortcut behavior...................................... 40Enabling/disabling move shortcut behavior..................................... 42Configuring the maximum age of messages to cache........................43Configuring the maximum cache size............................................... 44Showing/hiding the Offline Access tray icon.....................................46Configuring the location of the cache database................................47Configuring the synchronization frequency.......................................49Configuring the types of messages to cache..................................... 50Configuring the minimum age of messages to pre-cache.................. 51Configuring SourceOne Web Services host settings..........................52Configuring delay for Requesting Message dialog box...................... 55Configuring log files......................................................................... 57Configuring the startup synchronization delay..................................59Specifying item types to cache......................................................... 60

Configuring Offline Access for User Delete..................................................... 62Considerations and limitations for User Delete.................................63GPO entries for User Delete.............................................................. 64Registry entries for User Delete.........................................................66

Modifying ports used by Offline Access......................................................... 67Registry entries............................................................................................. 68

HKEY_CURRENT_USER Registry entries............................................. 68HKEY_LOCAL_MACHINE Registry entries........................................... 79

Enabling Kerberos authentication..................................................................80Overview of using Kerberos authentication with Offline Access........ 80Enabling Kerberos authentication.................................................... 81Enabling Kerberos on Offline Access clients..................................... 84Verifying Kerberos authentication on the server and client............... 86

Troubleshooting Offline Access 89

Troubleshooting checklist............................................................................. 90Repairing the components............................................................................ 91

Repairing Microsoft Visual C++ Redistributable................................ 91Repairing Microsoft .NET framework................................................. 91Repairing EMC SourceOne Offline Access......................................... 92

Offline Access and Microsoft Office............................................................... 92Upgrading to Microsoft Office 2010 or 2013.....................................92Uninstalling Microsoft Outlook.........................................................92

Offline Access and expired passwords.......................................................... 92Configuring number of retries........................................................................ 93Enabling and viewing log files for Offline Access........................................... 93Uninstalling EMC SourceOne Offline Access client software...........................93

Uninstallation considerations.......................................................... 93Uninstalling the Offline Access software manually............................94Uninstalling the Offline Access software silently...............................94

Chapter 6

CONTENTS


Preface

As part of an effort to improve its product lines, EMC periodically releases revisions of itssoftware and hardware. Therefore, some functions described in this document might notbe supported by all versions of the software or hardware currently in use. The productrelease notes provide the most up-to-date information on product features.

Contact your EMC technical support professional if a product does not function correctlyor does not function as described in this document.

Note

This document was accurate at publication time. Go to EMC Online Support (https://support.emc.com) to ensure that you are using the latest version of this document.

PurposeThis document describes how to install and configure EMC® SourceOne™ Offline Access.

AudienceThis document is part of the EMC SourceOne Offline Access documentation set, and isintended for use by installers of the product, Discovery Manager system administrators,and mail server administrators.

Revision historyThe following table presents the revision history of this document.

Table 1 Revision history

Revision Date Description

03 September 29,2015

Updated supported update scenarios section.

02 June 10, 2015 Revised references to updating from a previous releaseprocedures.

01 April 30, 2015 First release of the EMC SourceOne Offline Access 7.2Installation and Administration Guide.

Related documentationThe EMC SourceOne documentation set includes the following publications:

EMC SourceOne Product Guides

l EMC SourceOne Products Compatibility Guide

l EMC SourceOne Products Security Configuration Guide

EMC SourceOne Email Management

l EMC SourceOne Email Management Installation Guide

l EMC SourceOne Email Management Administration Guide

l EMC SourceOne Email Management Release Notes

l EMC SourceOne Email Management Localized Product Release Notes

l EMC SourceOne Auditing and Reporting Installation and Administration Guide


https://support.emc.com/

https://support.emc.com/

l EMC SourceOne Management Pack for Microsoft System Center Operations ManagerGuide

l EMC SourceOne Search User Guide

l EMC SourceOne Disaster Recovery Solution Guide

EMC SourceOne Discovery Manager

l EMC SourceOne Discovery Manager Installation and Administration Guide

l EMC SourceOne Discovery Manager Desktop User Guide

l EMC SourceOne Discovery Manager Web Application User Guide

l EMC SourceOne Discovery Manager Release Notes

l EMC SourceOne Discovery Manager Localized Product Release Notes

l EMC SourceOne Discovery Manager Desktop Quick Reference Cards

EMC SourceOne for File Systems

l EMC SourceOne for File Systems Installation Guide

l EMC SourceOne for File Systems Administration Guide

l EMC SourceOne for File Systems Release Notes

EMC SourceOne Offline Access

l EMC SourceOne Offline Access Installation and Administration Guide

l EMC SourceOne Offline Access User Guide

l EMC SourceOne Offline Access Release Notes

EMC SourceOne Archiving for Microsoft SharePoint

l EMC SourceOne Archiving for Microsoft SharePoint Installation Guide

l EMC SourceOne Archiving for Microsoft SharePoint Administration Guide

l EMC SourceOne Archiving for Microsoft SharePoint Release Notes

l EMC SourceOne Archiving for Microsoft SharePoint Quick Reference Card

EMC SourceOne for Microsoft SharePoint Storage Management

l EMC SourceOne for Microsoft SharePoint Storage Management Installation Guide

l EMC SourceOne for Microsoft SharePoint Storage Management Administration Guide

l EMC SourceOne for Microsoft SharePoint Storage Management Release Notes

EMC SourceOne Email Supervisor

l EMC SourceOne Email Supervisor Installation Guide

l EMC SourceOne Email Supervisor Administration Guide

l EMC SourceOne Email Supervisor Web Application (Reviewer and Reports) Guide

l EMC SourceOne Email Supervisor Release Notes

Special notice conventions that are used in this documentEMC uses the following conventions for special notices:

NOTICE

Addresses practices that are not related to personal injury.

Preface


Note

Presents information that is important, but not hazard-related.

Typographical conventionsEMC uses the following type style conventions in this document:

Table 2 Style conventions

Bold Used for names of interface elements, such as names of buttons, fields,tab names, and menu paths (what the user specifically selects orclicks)

Italic Used for full titles of publications that are referenced in text

Monospace Used for:

l System code

l System output, such as an error message or script

l Pathnames, file names, prompts, and syntax

l Commands and options

Monospace italic Used for variables

Monospace bold Used for user input

[ ] Square brackets enclose optional values

| Vertical bar indicates alternate selections - the bar means “or”

{ } Braces enclose content that the user must specify, such as x or y or z

... Ellipses indicate non-essential information that is omitted from theexample

Where to get helpEMC support, product, and licensing information can be obtained as follows:

Product informationFor documentation, release notes, software updates, or information about EMC products,go to EMC Online Support at https://support.emc.com.

Technical supportGo to EMC Online Support and click Service Center. Several options for contacting EMCTechnical Support appear on the site. Note that to open a service request, you must havea valid support agreement. Contact your EMC sales representative for details aboutobtaining a valid support agreement or with questions about your account.

Online communitiesGo to EMC Community Network at https://community.emc.com for peer contacts,conversations, and content on product support and solutions. Interactively engage onlinewith customers, partners, and certified professionals for all EMC products.

Your commentsYour suggestions help to improve the accuracy, organization, and overall quality of theuser publications. Send your opinions of this document to [email protected].

Preface


https://support.emc.com

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Preface


CHAPTER 1

Offline Access Overview

This section contains an overview of Offline Access.

l Introduction.......................................................................................................... 10l Offline Access benefits..........................................................................................10l Offline Access architecture....................................................................................10

Offline Access Overview 9

IntroductionThe EMC® SourceOne™ Offline Access provides a seamless experience to the user whenretrieving shortcut messages in Outlook. In addition, you can configure Offline Access tocache messages on users’ hard drives so that users can retrieve messages when they arenot connected to the network.

EMC SourceOne Offline Access provides support for Outlook 2013 and the new offlineaccess cache mode feature synchronizes Outlook cache data.

Offline Access benefitsEMC SourceOne Offline Access client application provides the following benefits.

l User access to archived email, online or off-line

l Increased performance when users access email from remote locations

l Reduced Exchange and SourceOne server load and network traffic by caching datalocally

l Automatic synchronization and caching

l Instant resolution of shortcut email

l Preview pane which works fully with shortcut messages

l Ability to open attachments directly from the preview pane

l Improved efficiency in handling shortcut messages and attachments

Offline Access architectureThis figure illustrates how the Offline Access client components work with MicrosoftOutlook and the EMC SourceOne Web server.

Figure 1 Architecture diagram — Offline Access for Outlook 2007



Figure 1 Architecture diagram — Offline Access for Outlook 2007 (continued)

Architecture diagram — Offline Access for Outlook 2010/2013

Offline Access componentsThe following table describes the major Offline Access components.

Table 3 Offline Access components

Component Description

Offline Access Agent The Offline Access Agent on the client computer:

l Pre-caches messages to be shortcut.

l Monitors network and archive server connection status.

l Backfills existing shortcuts if required.

l Removes cached items that no longer exist in the user’s mailbox.

l Ensures that the cache size is within a few percentage points of theconfigured maximum.

Offline AccessExtension (Outlook2007)

The Offline Access Extension on the user’s computer monitors useractions and intercepts Outlook events:

l Read

l Open

l Reply

l Forward

l Copy

Offline Access Add-In(Outlook 2010/2013)

The Offline Access Add-In on the user’s computer monitors user actionsand intercepts Outlook events:

l Read

l Open


Offline Access components 11

Table 3 Offline Access components (continued)

Component Description

l Reply

l Forward

l Copy

Offline Access SyncAgent

The Offline Access Sync Agent builds a local database cache anddetermines the connection status to the network.

Offline AccessSourceOne Provider

The Remote Repository Provider accesses archive content by using theEMC SourceOne Web Services host.

Database Provider Offline Access interfaces with the database through the databaseprovider. The Offline Access Add-in/Extension and Sync Agent use thiscomponent to add, remove, or modify items in the database.

Offline AccessCompact component

When the user selects the Compact option, the Compact componentfrees unused disk space. Compacting the cache does not compress data.

Offline Access processesThis section describes the Offline Access processes.

How Offline Access worksOffline Access works in the following way.

1. Shortcut messages are created in the user’s mailbox on the Exchange server andreplicated to the OST file on the user’s computer.

2. The Offline Access Agent on the user’s computer synchronizes the OA cache with theOST file.

3. After initial synchronization with the OST file, the Offline Access cache contains thecontents of shortcut messages.

4. The Offline Access Extension on the user’s computer intercepts user requests to openmessages.

5. If the messages are not in the Offline Access cache, then the SourceOne Provider re-caches messages from the SourceOne Web server.

Synchronization processSynchronization occurs between the Offline Access and Outlook.

l At initial load.

l At the interval specified in either:

n The Cache Sync frequency setting in Offline Access Group Policy.

n If the policy is not enabled, in the Sync frequency field in the Options > EMCSourceOne tab > Cache Settings dialog box.

l When the user requests an on-demand sync by using the Update option.

For more information, refer to the EMC SourceOne Offline Access User Guide.



CHAPTER 2

General Prerequisites and Guidelines

This section provides details on system requirements, security considerations, and bestpractices for installing and configuring EMC SourceOne Offline Access software.

l System requirements............................................................................................ 14l System considerations.......................................................................................... 14l Considerations for mixed EmailXtender-SourceOne environments.........................16

General Prerequisites and Guidelines 13

System requirementsThis table describes the requirements for client computers running the EMC SourceOneOffline Access software.

Table 4 EMC SourceOne Offline Access client computer requirements

Hardware Standard desktop or laptop used in a corporate environment.

OS The EMC SourceOne Products Compatibility Guide provides more detailed informationabout operating system requirements.

Network Standard connection to the corporate network.

Software The EMC SourceOne Products Compatibility Guide provides more detailed informationabout supported versions of the software described in this section.

Email software (Exchange) l Ensure Microsoft Outlook installed.

l Ensure that the EMC SourceOne softwareinstallation software has validated that theemail client version is supported.

Microsoft.NET FrameworkRedistributable Package

l Manually or silently install.

l Ensure that the EMC SourceOne softwareinstallation software has validated that theemail client version is supported.

Microsoft Visual C++ 2010 SP1Redistributable Package (x86)

English language systems are automaticallyinstalled with EMC SourceOne Offline Accesssoftware if not present.

Microsoft Visual C++ 2010 SP1Redistributable Package (x64)

English language systems are automaticallyinstalled with EMC SourceOne Offline Accesssoftware 64-bit version if not present.

System considerationsBefore you install and configure Offline Access, refer to the following systemconsiderations.

Installation considerationsReview the following installation consideration when installing Offline Access.

Outlook profileIf you log in as a user without an Outlook profile on a client computer and you installOffline Access by using the installation wizard, then the EMC SourceOne server portsettings are not saved. As a workaround, install Offline Access silently by using theRegistry keys or GPO to push out configuration settings.

Random Uninstall/reinstall behaviorSometimes after uninstalling the Offline Access software and then reinstalling OfflineAccess, the following events might occur:



l The Offline Access Extension does not load.

l The Offline Access Agent does not start.

l The maximum cache size is set to 0 MB

The maximum cache size occurs error during the following scenario:

1. Disable the Offline Access Extension through Outlook.

2. Exit Outlook.

3. Uninstall Offline Access.

4. Install Offline Access. Outlook preserves the cache state when it restarts. There is nosafe method to force Outlook to discard its cached state.

Use one of the following steps as a workaround:

l After uninstalling Offline Access, restart Outlook and then reinstall Offline Access.

l In Outlook’s Add-in Manager, enable the Offline Access Extension.

Uninstall leaves log filesBy design, log files are not removed when you uninstall Offline Access.

Log files are located at: C:\Documents and Settings\<user>\LocalSettings\Application Data\EMC\.

Unused language folderA Korean language folder is created in \Program Files\EMC SourceOne\OfflineAccess\Languages\1042.The Korean language folder is not used.

Security considerationsReview the following security considerations.

Client securityFollow these tip to enhance client security with Offline Access.

l Use strong passwords for the user’s Windows account. Refer to Microsoft bestpractices for creating and using strong passwords.

l Use a password-enabled screen saver.

l Secure the user’s hard drive with Windows encryption.

Windows firewallWindows firewall support is turned on by default.

The following versions of Windows include firewall support:

l Windows XP SP2

l Windows Vista

l Windows 7

If you have problems accessing shortcutted e-mails, try turning off the default Windowsfirewall on your client computer. Refer to the following Microsoft article for detailedinformation:http://www.microsoft.com/windowsxp/using/security/internet/sp2_wfintro.mspx


Security considerations 15

McAfee antivirus softwareFor EMC SourceOne Offline Access to operate with McAfee VirusScan’s Buffer overrunprotection for Outlook option, you must use either of the following versions.

l McAfee VirusScan 8.0i Patch 13 or later

l McAfee VirusScan 8.5 or later

Using Offline Access with S/MIME encrypted and signed messagesEMC SourceOne Offline Access can be used to open and view email messages encryptedand digitally signed by Outlook mail clients using the S/MIME (Secure/MultipurposeInternet Mail Extensions) protocol. S/MIME is a protocol that adds digital signatures andencryption to MIME messages as described in RFC 1521.

Consider the following:

l Messages digitally signed and encrypted using S/MIME that were shortcut by EMCSourceOne Email Management can be opened and viewed using Offline Access.

l Other Non-S/MIME types of encryption are not supported with Offline Access.

l Digital signing is not supported with Offline Access.

Note

When using Microsoft Outlook Delegate Access, a delegated user will require access tothe delegator's signed certificate to access any encrypted and digitally signed messages.

Display settingsFor the best display of the icons in the Tools > Options > EMC SourceOne tab of Outlook onMicrosoft Windows, set the Color Quality to 32-bit by using the Control Panel > Display >Display Properties > Settings tab option.

Synchronizing computer clocksEnsure that the clocks on Offline Access client computers are synchronized with servers;otherwise, errors can occur.

Considerations for mixed EmailXtender-SourceOne environmentsConsider the following information when installing Offline Access in a mixedEmailXtender and SourceOne environment.

EmailXtender User Cache server is no longer supportedThe Offline Access client works with SourceOne servers. The EmailXtender User Cacheserver is no longer supported.



Uninstalling previous versions of Offline Access clientIf you are deploying the Offline Access client application on a client computer in which aprevious version of EMC EmailXtender Offline Access is already installed, perform thefollowing steps.

1. Uninstall the older version of the client application.

2. Type the following command, and ensure that there is a space before /l*v:

MsiExec.exe /qn /x{53412F82-8F2F-4AAB-90CB-57E39E06308B} /l*v %temp%:\EMC_UC_uninstall.log

Note

The GUID is the same regardless of the Offline Access version, and the originalinstallation executable does not need to be available.

EmailXtender software altered by EMC SourceOne Offline AccessThe EMC SourceOne Offline Access installation program alters the EmailXtender ShortcutAdd-in on EmailXtender client computers.

Both products include a COM add-in used to resolve shortcuts that is incompatible withthe components used by the EMC SourceOne Offline Access application. If this shortcutCOM add-in is detected during installation, you are notified and it is disabled.


Uninstalling previous versions of Offline Access client 17



CHAPTER 3

Installing Offline Access

This section describes how to install EMC SourceOne Offline Access software.

l Installing the Offline Access software.................................................................... 20

Installing Offline Access 19

Installing the Offline Access softwareYou can install the EMC SourceOne Offline Access software on client computers toprovide transparent access to shortcut email (online or offline).

This section includes procedures for installing this software manually using the MSIinstallation, or silently using a distribution package such as Microsoft SMS.

Note

Do not install the Exchange Management Console on client computers that are runningOffline Access.The Exchange Management Console installs a version of MAPI that Offline Access doesnot support, and which causes the error:

Offline Access Cache Agent: Failed to open MAPI message store 0x80010106

This table provides an overview of the prerequisites that you must complete beforeinstalling software.

Table 5 Prerequisites

Prerequisite Details

Systemrequirements

Hardware, operating system, network connectivity, and prerequisitesoftware requirements are described in General Prerequisites andGuidelines on page 13.

Accounts andpermissions

Ensure that:

l Active Directory accounts and groups and other permissions-relatedconfiguration is performed as described in the EMC SourceOne EmailManagement Installation Guide.

l Database permissions are configured as described in the EMCSourceOne Email Management Installation Guide.

EMC SourceOnesoftware

This installation requires that an EMC SourceOne Web Services computerexists and is accessible on the network. You will specify this hostnameduring the EMC SourceOne Offline Access software installation.If you have configured two or more Web Services computers in a loadbalancing cluster, you will instead specify the virtual hostname during theEMC SourceOne Offline Access software installation. For more information,see the EMC SourceOne Email Management Installation Guide.

Reviewconsiderations

Ensure that you review the considerations provided in Systemconsiderations on page 14.

Manual installationUse the following procedure to install the Offline Access software manually.

Procedure1. Log in to the host computer by using an account with local administrator privileges.2. Browse to the Setup\Windows directory on the EMC SourceOne Offline Access

software kit.



3. Based on the installation, copy any of the following executables to a temporarylocation on the host computer:

Table 6 Executables

Outlook Architecture Installer

32-Bit Platform ES1_OfflineAccess.exe

64-Bit Platform ES1_OfflineAccessx64.exe

4. Browse to the temporary location to which you copied the setup executable.

5. Double-click the executable and then click Run. The Welcome page appears.

When the installer runs, it validates the system configuration by ensuring that theinstallation of prerequisite components is complete. Depending on the systemconfiguration, the installer can automatically install one or more prerequisitecomponents before displaying the Welcome page. Automatically installedcomponents are listed in the EMC SourceOne Email Management Installation Guide.

6. Click Next to display the Destination Folder window.

Figure 2 Destination folder


l If the installation process detects an installation of other EMC SourceOnesoftware, or a previous version of Offline Access on the computer, then the Changebutton is not available and you cannot change the installation directory. Continueto the next step.

l If the installation process does not detect an installation of other EMC SourceOnesoftware, or a previous version of Offline Access on the computer, then the Changebutton is available, and you can change the installation directory.

To specify a non-default directory in which to install EMC SourceOne Offline Accessclient software:


Manual installation 21

a. Click Change to display the Change Current Destination Folder page.

b. Browse to or create the destination folder.

c. Click OK. The destination you specified appears in the Destination Folders page.

You cannot install the Offline Access software in the following protected operatingsystem folders:

l C:\Windowsl C:\WinNTl C:\InetPub

7. (Optional) By default, the cache location is:

C: \Documents and Settings\User\Application Data\EMC\

To specify a non-default location for the cache:

a. Click Advanced to display the Advanced Settings page.

Figure 3 Advanced settings page

Note

If the cache location is set during configuration of the Offline Access Group Policy,then you cannot specify a cache location on the Advanced Settings page.Do not specify any of the following folders as the cache location: C:\Windows,C:\WinNT, C:\InetPub, C:\Program Files.

b. On the Advanced Settings page, click Change.



Figure 4 Change cache folder location page

c. Select the location for the cache.

d. In the Advanced Settings page, click OK.

8. Configure the server settings by using the Server Settings page.

Figure 5 Server settings

9. Specify the Server Settings information:

a. In the Real-time message retrieval server field, specify the hostname of thecomputer that includes the Document Management service. The EMC SourceOneWeb Services software includes the Document Management service.

If using load balancing such as Microsoft NLBS, type the virtual hostname.


Manual installation 23

b. In the Real-time message retrieval server: Port field, specify the primary port of theWeb Services host or virtual host. The default value is 8001.

To retrieve messages, the Offline Access Extension requires the configuration ofthe real-time message retrieval server and the real-time message retrieval serverport.

c. In the Synchronization (backfill) server field, specify the Web Services host (orvirtual host).

d. In the Synchronization (backfill) server: Port field, specify the secondary port ofthe Web Services host (or virtual host). The default value is 8002.

To populate the Offline Access cache, the Offline Access Agent requires theconfiguration of the synchronization (backfill) server and the synchronization(backfill) server port.

Note

If you specify the same Web Services host (or virtual host) for both ports, do notspecify port 8001 for the synchronization (backfill) port. Port 8001 is also used byother EMC SourceOne clients (OWA, Outlook, EMC SourceOne Search, EMCSourceOne Discovery Manager) for message retrieval. If you specify port 8001 forsynchronization (backfill), then the backfilling process for Offline Access couldnegatively affect message retrieval by other clients.

10.Click Next to display the Ready for Installation page.

11.Click Install. After the installation is complete, the InstallShield Wizard Completedpage appears.

12.Click Finish.

Note

Restart Outlook to use Offline Access, if Outlook was running during the installation.

Silent installationYou can silently install the Offline Access software. The ES1_OfflineAccess.exeprogram confirms the version of the Microsoft Installer (MSI) on the system and itlaunches the MSI with the applicable parameters.

The Microsoft Installer documentation provides more information on standard commandline parameters.

Use the following syntax to silently install Offline Access:

This table describes the required user-defined parameters.

ES1_OfflineAccess.exe /s /v"/qn /L*v C:\EMC_OfflineAccess.log INSTALLDIR=\"DRIVE:\DIRECTORY\"EX_TCP_PRIMARY_SERVER=PRIMARY_TCP_SERVER EX_TCP_PRIMARY_PORT=PRIMARY_TCP_PORT EX_TCP_SECONDARY_SERVER=SECONDARY_TCP_SERVEREX_TCP_SECONDARY_PORT=SECONDARY_TCP_PORT REBOOT=ReallySuppress "



Table 7 Required silent install parameters for Offline Access software

Parameter Detail

INSTALLDIR Installation directory.Example: C:\EMC

EX_TCP_PRIMARY_SERVER Enter the hostname of the computer on which Web servicesinstalled. If using load balancing, type the virtual hostname.

EX_TCP_PRIMARY_PORT Enter 8001. This is the default value.

EX_TCP_SECONDARY_SERVER Enter the hostname of the computer on which Web Servicesinstalled. If using load balancing, type the virtual hostname.

EX_TCP_SECONDARY_PORT Enter 8002. This is the default value.

This table describes the optional user-defined parameters.

Table 8 Optional silent install parameters for Offline Access software

Parameter Detail

EX_CACHEDIR Points to a non-default location for the cache.

Note

If you use EX_CACHEDIR, then you must also use EX_CACHEMOD.

Example: C:/EMC_OfflineAccess_Cache

EX_CACHEMOD A value of 1 instructs the install to modify the default cache location.If you use EX_CACHEMOD, then you must also use EX_CACHEDIR.

EX_SAVECACHE Used only for uninstalling Offline Access.Specifies whether to save an existing cache or to delete it when uninstallingOffline Access client:

l FALSE = Do not save the cache, delete it.

l TRUE = Save the cache, do not delete it.

EX_SAVE_SETTINGS Used only for uninstalling Offline Access.Specifies whether to save or to delete Registry settings when uninstallingOffline Access client:

l FALSE = Do not save Registry settings, delete Registry settings.

l TRUE = Save Registry settings, do not delete Registry settings.

Verifying the installation for Outlook 2010/2013Verify the following installation options for Outlook:

After you install Offline Access for Outlook 2010/2013, verify that there are two entriesfor Offline Access in the Outlook COM Add-Ins dialog box File > Options > Add-ins > Add-ins Options button.

l EMC SourceOne Offline Access Add-in. The Offline Access add-in for Outlook2010/2013.


Verifying the installation for Outlook 2010/2013 25

l EMC SourceOne Offline Access Configuration page. The EMC SourceOne tab is addedto the Outlook Options dialog box.

Note

By design, these strings are not localized.



CHAPTER 4

Updating from a Previous Release

This section includes the following topics:

l Updating from a previous release.......................................................................... 28l Supported update scenarios................................................................................. 28l Silent upgrade.......................................................................................................28l Manual upgrade....................................................................................................28l Repair Offline Access after upgrading to Outlook...................................................28

Updating from a Previous Release 27

Updating from a previous releaseThis section describes the process for updating EMC SourceOne Offline Access from aprevious installation to this release.

Supported update scenariosThis section includes information about supported update scenarios.

The EMC SourceOne Offline Access Release Notes include information about the updatepaths that EMC supports.

Silent upgradeTo perform a silent upgrade of the Offline Access client, use the /update switch.

\ES1_OfflineAccess.exe /s /update /v"/qn /L*v C:\EMC_OfflineAccess2.logINSTALLDIR=\"DRIVE:\DIRECTORY\"EX_TCP_PRIMARY_SERVER=PRIMARY_TCP_SERVEREX_TCP_PRIMARY_PORT=PRIMARY_TCP_PORTEX_TCP_SECONDARY_SERVER=SECONDARY_TCP_SERVEREX_TCP_SECONDARY_PORT=SECONDARY_TCP_PORTREBOOT=ReallySuppress " (OA-199)

Manual upgradeUse the following procedure to update to EMC SourceOne Offline Access 7.2.

Before you begin

Procedure

1. Close Microsoft Outlook on the client computer.

2. Verify that Microsoft Outlook and Offline Access are not running. To confirm, openTask Manager and verify that the following processes are not running:

l Outlook.exe

l ExOAAgent.exe

3. Depending on the environment, run either of the following executables:

l ES1_OfflineAccess.exe (32-bit)

l ES1_OfflineAccess64.exe (64-bit)

4. After the upgrade is complete, start Microsoft Outlook

Repair Offline Access after upgrading to OutlookIf you install Offline Access on a computer running Outlook 2007/2010, and then lateryou upgrade to Outlook 2010/2013, you must run Repair on Offline Access.

The Repair option registers the Offline Access COM Add-in required for Outlook 2010support, and unregisters the Exchange Client Extension that was required for Outlook2007 support.



As an alternative to running Repair, you can use the following procedure.

Procedure

1. Script the repair of the Offline Access install.

2. Manually unregister the EXOAExtn.dll file in the Offline Access installationdirectory.

3. Register the EMCOAAddin.dll file also located in the Offline Access installationdirectory.


Repair Offline Access after upgrading to Outlook 29



CHAPTER 5

Configuring Offline Access

This section describes how to configure the EMC SourceOne Offline Access client for EMCSourceOne.

l Introduction.......................................................................................................... 32l Configuration considerations................................................................................ 32l Configuring Offline Access for multi-user computers..............................................37l Configuring group policy....................................................................................... 37l Configuring Offline Access policies........................................................................38l Configuring Offline Access for User Delete............................................................. 62l Modifying ports used by Offline Access................................................................. 67l Registry entries..................................................................................................... 68l Enabling Kerberos authentication..........................................................................80

Configuring Offline Access 31

IntroductionYou can configure Offline Access using either the Group Policy Object (GPO) settings orRegistry settings.

Offline Access users can configure settings in Tools > Options > EMC SourceOne tab inOutlook, as described in the EMC SourceOne Offline Access User Guide.

Note

To configure Offline Access in a multi-user computer environment, you must use eitherGPO or custom login scripts that deploy a Registry file.

Configuration considerationsBefore you configure Offline Access, consider the information provided in the followingsections.

User permissionsConsider the following user permission requirements.

Required permissions for Offline Access usersIn an EMC SourceOne environment, or in a mixed EmailXtender and EMC SourceOneenvironment, Offline Access users must have the following permissions as described inthis table.

Table 9 User permissions for Offline Access

Action Required permissions

Retrievearchivedmessages

Offline Access users must have permissions on the SourceOne mapped folders.Refer to "Configuring Mapped Folders" in the EMC SourceOne Email ManagementAdministration Guide.

Open shortcutsin a sharedmailbox

Offline Access users must have Exchange Full Mailbox permissions on theshared mailbox.

Open shortcutsin a sharedfolder in amailbox

Sharing the Outlook folder is not sufficient.Offline Access users must have all the following Outlook permissions to accessa shared folder:

l Delegate access to the mailbox. In the Outlook Delegate Permissions dialog

box, the delegator must select Editor in the Inbox field.

l Reviewer permission on the top-level Mailbox - <username> node in Outlook.

l Editor permission on the shared folder in Outlook.


l A delegated user does not need permissions on the SourceOne mappedfolders. If the delegator has permissions on the mapped folders and canaccess shortcuts from the archive, then the delegated user can access the



Table 9 User permissions for Offline Access (continued)

Action Required permissions

same shortcuts. For information on setting delegate permissions, consultthe documentation for the mail client.

l You can configure Reviewer permission to grant limited functionality. Forexample, some shortcut content such as inline images or attachments arenot retrievable with Reviewer permission. Editor permission provides theability to obtain full Offline Access delegate functionality.

Open shortcutsin a delegatemailbox

Offline Access users must delegate access to the mailbox. In the Outlook

Delegate Permissions dialog box, the delegator must select Editor in the Inboxfield.Consider the following:

l You can configure Reviewer permission to grant limited functionality. Forexample, some shortcut content such as inline images or attachments arenot retrievable with Reviewer permission. Editor permission provides theability to obtain full Offline Access delegate functionality.

l A delegated user does not need permissions on the SourceOne mappedfolders. If the delegator has permissions on the mapped folders and canaccess shortcuts from the archive, then the delegated user can access thesame shortcuts. For information on setting delegate permissions, consultthe documentation for the mail client.

Open shortcutsin PublicFolders

In a mixed SourceOne and EmailXtender environment, where EmailXtender isused to shortcut items in Public Folders, Offline Access users must have thefollowing permissions to retrieve EmailXtender shortcuts from those PublicFolders:

l Edit All permission on the Public Folders. The SourceOne service accountand the EmailXtender service account also need client access permissionson Public Folders.

l Read All permission on the SourceOne mapped folders associated with theEmailXtender archive.

User permissions on mapped foldersTo retrieve messages from the archive, Offline Access users must have permissions onmapped folders.

l For Outlook Delegate Access, a delegated user does not need permissions on themapped folders. If the delegator has permissions on the mapped folders and canaccess shortcuts from the archive, then the delegated user can access the sameshortcuts.

l In a mixed environment (EMC SourceOne and EmailXtender), to retrieve EmailXtendershortcuts in Public Folders, Offline Access users must have “Read All” permission onthe mapped folders associated with the EmailXtender archive.

For more information about mapped folders, refer to "Configuring Mapped Folders" in theEMC SourceOne Email Management Administration Guide.


User permissions 33

Configuration guidelinesThis section describes best practices for deploying and configuring Offline Access.

Deploy before shortcuttingDeploy Offline Access on users’ machines before they create shortcuts in their mailboxes,particularly, for the user machines with Cached Exchange Mode enabled in Outlook. Ifyou follow this recommendation, then Offline Access can build its local cache fromOutlook’s cache without having to retrieve messages over the network.

Upgrade before shortcuttingUpgrade Offline Access clients before shortcutting calendar items.

Calendar items are cachedIn addition to messages, Offline Access can now store calendar items in the local cache.When disconnected from the network, users can retrieve attachments in the calendaritems.

Cache start time and shortcut policyTo copy the messages from Outlook’s cache before they become shortcuts, set the OfflineAccess cache start time (Cache messages older than option) earlier than the start time ofthe shortcut policy. During Offline Access synchronization, shortcuts must be retrievedfrom the archive server.

Also, provide a buffer time for users, for example, users returning to the office after anextended period, to ensure that messages are retrieved from Outlook’s cache. Forexample, if shortcuts are created for messages older than 90 days, consider setting theOffline Access cache start time to 60 days, so that messages are copied to the cache 30days before they become shortcuts.

Cache sizeSet the maximum cache size large enough to hold the majority of messages within thecache period. This helps disconnected and remote users to have the messages in thelocal cache and prevents the need to retrieve messages from the archive server.

After the initial installation, by default, the maximum cache size is set to 20 % of the freedisk space. You can modify the percentage before you install Offline Access.

Cache Item TypesTo control which item types are cached (email, appointments, meetings):

l Use the Cache Item Types setting in the Offline Access Group Policy.or

l Type the following Registry entry:HKCU\Software\EMC\SourceOne\OfflineAccess\Config\CacheItemTypes

Caching options and shortcut policyEnsure that the setting for the Cache messages that option (All messages or Haveattachments) matches the similar setting for the shortcut policy.

If these settings do not match, the Offline Access cache either caches more items thannecessary or does not cache items that are in the cache.

Cached Exchange ModeIf users do not enable Cached Exchange Mode in Outlook, consider setting the Cachemessages that option to Don’t cache any messages in Offline Access.

Offline Access creates a local cache file that contains messages similar to Outlook’scache. You can decide to not create a local cache for the same reason that Outlook isconfigured to not use a local cache file. Offline Access continues to operate; however,



each time a shortcut is accessed by the user, Offline Access must retrieve the messagefrom the archive server.

Calendar itemsIf you select to cache calendar items, deploy the new Offline Access client before youcreate shortcuts for calendar items. Offline Access pre-caches calendar items before theyare shortcut. After you deploy the new Offline Access client, calendar items are cachedbased on the existing cache settings.

The All messages and Have attachments options for the Cache messages that settinghave the same results for calendar items as they have for messages.

Accessing EmailXtender messages in a SourceOne environmentPerform the following steps to access EMC EmailXtender messages in an environment inwhich EMC SourceOne is also installed.

Procedure

1. Connect the EmailXtender archive to EMC SourceOne.

Refer to "Connecting Archives" in the EMC SourceOne Email Management AdministrationGuide.

2. Map the EmailXtender archive folders to EMC SourceOne mapped folders.

Refer to "Configuring Mapped Folders" in the EMC SourceOne Email ManagementAdministration Guide

3. Give users permissions on the mapped folders. To retrieve messages, Offline Accessusers must have permissions on those folders.

Refer to "Configuring Mapped Folders" in the EMC SourceOne Email ManagementAdministration Guide.

4. Configure Offline Access to use the EMC SourceOne TCP server settings. Refer to Configuring SourceOne Web Services host settings on page 52.

You can also specify TCP server settings during installation of the Offline Access clientand in the Offline Access user interface.

Offline Access cacheOffline Access can run in the following modes.

To specify the mode, use the Cache messages that option.

Caching mode

l The Cache messages that option is set to either All messages or Have attachments.

l Messages are cached on the user’s hard drive.

l Users can preview and open shortcut messages in Outlook whether or not they areconnected to the network. Shortcut messages are opened from the user’s cache.

l The Update, Rebuild, and Compact options are available on the status icon’s right-click menu and on the EMC SourceOne tab in Outlook.

Non-caching mode

l The Cache messages that option is set to Don’t cache any messages.

l Messages are not cached on the user’s hard drive.

l Users can preview and open shortcut messages in Outlook.


Accessing EmailXtender messages in a SourceOne environment 35

l The Update, Rebuild, and Compact options are disabled on the status icon’s right-click menu and on the EMC SourceOne tab in Outlook.

Offline Access cache maintenance on client computersThis section provides information on Offline Access cache maintenance on clientcomputers.

Changing server settings after Offline Access installationIn EMC SourceOne environments, to change the servers used by EMC SourceOne OfflineAccess after installation, edit the TCP server settings in one of the following locations.

l The TCP server settings in Offline Access Group Policy.

l The Server Settings dialog box.

Refer to the EMC SourceOne Offline Access User Guide for detailed information.

Enabling or disabling the Offline Access cacheTo enable or disable the cache, refer to one of the following references.

l Enabling/disabling Offline Access on page 39.

l “Enabling/disabling EMC SourceOne Offline Access” in the EMC SourceOne OfflineAccess User Guide or the online help.

Rebuilding the Offline Access cache

To rebuild the cache, see the EMC SourceOne Offline Access User Guide or the online help.

Copying the Offline Access cache to another computerTo avoid rebuilding the Offline Access cache on a new or re-imaged computer, copy thecache from the old computer to the new computer before starting Outlook.

Table 10 Cache locations

Platforms Cache location

Windows XP C:\Documents and Settings\user\Local Settings\ApplicationData\EMC\

Windows VistaWindows 7

Windows 8

C:\Users\user\AppData\Local\EMC\

Procedure

1. Copy the EMC folder containing the cache from the old computer to the directory onthe new computer.

For example, if the default cache locations are used:

l For Windows XP, copy the EMC folder to the following directory on the newcomputer:

C:\Documents and Settings\user\Local Settings\ApplicationData

l For Windows Vista, Windows 7, and Windows 8, copy the EMC folder to thefollowing directory on the new computer:



C:\Users\user\AppData\Local2. Delete log files from the EMC folder.

3. Start Outlook on the new computer.

Results

Outlook uses the Offline Access cache that was copied from the old computer. The cachehas an ID that is unique for each user, so the cache can be copied. This StoreID is in theRegistry: HKCU\Software\EMC\SourceOne\OfflineAccess\Config.

Configuring Offline Access for multi-user computersTo configure Offline Access in a multi-user computer environment, you must use one ofthe following methods.

l Configure GPO and push the settings out to all users.If you use GPO, then the user cannot edit the settings in the Tools > Options > EMCSourceOne tab in Outlook.

l Use custom login scripts to deploy a Registry file pointing to the HKLM settings will becopied into the HKCU for each user who logs on to that computer and uses OfflineAccess.HKLM\Software\EMC\SourceOne\OfflineAccess\Config.

If you use a Registry file, then the same settings are sent to all users of that computer.However, each user can edit the settings independently in Outlook > Tools > Options >EMC SourceOne tab, and the edited settings are saved under the HKCU for that user.

Offline Access looks under the HKLM Registry key for configuration settings that have notbeen configured by GPO and that have not been set under HKCU. Settings found underHKLM are copied to the user’s HKCU and can be edited by the user in Outlook > Tools >Options > EMC SourceOne tab.

Configuring group policyUse Microsoft Group Policy Editor and the EMC Offline Access administrative template(Offline Access Group Policy.adm and Offline Access Group Policy.admx to manage usersetting).

Offline Access settings managed through Group Policy are written to the Registry, underHKCU\Software\Policies\EMC\OfflineAccess\1.0.

If an Offline Access policy setting exists in the Registry, then the corresponding setting inthe Tools > Options > EMC SourceOne tab in Outlook is unavailable (grayed out). This istrue even if the policy settings were pushed to the client computer before Offline Accesswas installed.

If policy settings are pushed to the client computer:

l While Outlook is running, Outlook will not use the policy settings until it is restarted.

l While the Offline Access Agent is running, Outlook does not need a restart, butOutlook will not use the policy settings until the next synchronization run starts.


Configuring Offline Access for multi-user computers 37

Adding the Offline Access administrative template to Group Policy EditorPerform the following to add the EMC Offline Access administrative template to GroupPolicy Editor.

Procedure

1. Based on the version of Outlook you have on the computer, copy one of the followingfiles from the EMC Offline Access release kit to a directory on the computer.

l Offline Access Group Policy.adm file for Windows 2007

l Offline Access Group Policy.admx file for Windows 2008

2. Start the Microsoft Group Policy Editor. Refer to Microsoft documentation for details.

3. In the left pane:

a. Right-click the Administrative Templates folder.

b. Select Add/Remove Templates.

4. In the Add/Remove Templates dialog box, click Add.

5. In the Policy Templates dialog box:

a. Select Offline Access Group Policy.adm.

b. Click Open. The Add/Remove Templates dialog box lists Offline Access GroupPolicy.

6. Click Close to close the Add/Remove Templates dialog box. The EMC Offline AccessPolicies subfolder appears in the Administrative Templates folder.

Figure 6 EMC Offline Access policies

Configuring Offline Access policiesThe following section describes how to configure Offline Access policies.



Enabling settings in GPOAll GPO setting have the following three standard options. Most Offline Access GPOsettings also have additional options or fields.

GPS option include the following:

l Not Configured

l Enabled

l Disabled

If you select the Enabled option for a GPO setting that requires additional information,but you do not supply that information, then the GPO property will revert to Disabled. Thisis how Microsoft's Group Policy Management interface works.

To enable Offline Access in GPO, you must select both of the following options:

l Enabled option

l Enable Offline Access checkbox

Enabling/disabling Offline AccessThis section describes how to enable or disable Offline Access.


l If Offline Access is not enabled by Group Policy, then all other Offline Access policysettings are ignored.

l If Offline Access is disabled or not configured in Group Policy, then the user’s localpreferences are used.

A user can change settings through the Tools > Options > EMC SourceOne > Offline Accesscheckbox in Outlook.

Procedure

1. In Group Policy Editor, expand the Administrative Templates node that contains theEMC Offline Access Policies folder.

2. Click the EMC Offline Access Policies folder.

3. In the right pane, double-click the setting that you want to configure.

4. In the EMC Offline Access Policies window, double-click the Enable Offline Accesssetting. The Enable Offline Access Properties dialog box appears.


Enabling settings in GPO 39

Figure 7 Enable Offline Access

5. Perform one of the following steps:

l To enable Offline Access, select Enabled.

l To disable Offline Access, select Disabled.

6. After configuring the setting, perform one of the following steps:

l To go directly to another Offline Access setting, click Apply, then click eitherPrevious Setting or Next Setting.

l To save the changes and to close the properties dialog box, click OK.

Enabling/disabling copy shortcut behaviorThis section describes enabling/disabling copy shortcut behavior.

Note

The Restore On Copy option applies only to Offline Access running with Outlook 2007,and is enabled by default. This option does not apply to Offline Access running withOutlook 2010/2013.

You can enable or disable the restoration of shortcut items when users copy them byusing the Restore On Copy setting.

If this setting is not configured or is disabled in Group Policy, then the user's preferencesare used. The user can change these settings through Tools > Options > EMC SourceOne >Restore on Copy options in Outlook.

Other factors also affect the restoration of shortcut items during a copy, as described in"Restoring shortcut items when you copy them" in the EMC SourceOne Offline Access UserGuide.



Perform the following to enable or disable the restoration of shortcut items when userscopy or move them.

Procedure




4. In the EMC Offline Access Policies window, double-click the Copy Shortcuts Behaviorsetting. The Copy Shortcuts Behavior Properties dialog box appears.

Figure 8 Copy shortcuts behavior


l To enable the restoration of shortcut items when users copy them, click Enabled.

l To disable the restoration of shortcut items when users copy them, click Disabled.





Enabling/disabling copy shortcut behavior 41

Enabling/disabling move shortcut behaviorThis section describes enabling/disabling move shortcut behavior.

Note

The Restore On Move option applies only to Offline Access running with Outlook 2007,and is enabled by default. This option does not apply to Offline Access running withOutlook 2010/2013.

You can enable or disable the restoration of shortcut items when users copy or movethem by using the Restore On Move settings.

If this setting is not configured or is disabled in Group Policy, then the user's preferencesare used. The user can change these settings through Tools > Options > EMC SourceOne >Restore On Move options in Outlook.

Other factors also affect the restoration of shortcut items during a move, as described in"Restoring shortcut items when you move them" in the EMC SourceOne Offline Access UserGuide.

Perform the following to enable or disable the restoration of shortcut items when usersmove them.

Procedure

1. In Group Policy Editor, expand the Administrative Templates node containing the EMCOffline Access Policies folder.



4. In the EMC Offline Access Policies window, double-click the Move Shortcuts Behaviorsetting.

The Move Shortcuts Behavior Properties dialog box appears.



Figure 9 Move shortcuts behavior


l To enable the restoration of shortcut items when users move them, click Enabled.

l To disable the restoration of shortcut items when users move them, click Disabled.




Configuring the maximum age of messages to cacheUse the Don’t cache messages older than setting with the Cache Maximum Age setting tospecify a range of message ages to cache.

This value must be greater than the value for the Cache Maximum Age setting.

If this setting is not configured or is disabled, then the user's preference or a default (nolimit) is used. The user can change this setting through Tools > Options > EMC SourceOne >Don’t cache messages older than field in Outlook.

Use the following procedure to specify the maximum age of messages to cache.

Procedure

1. In Group Policy Editor, expand the Administrative Templates node containing the EMCOffline Access Policies folder.



4. In the EMC Offline Access Policies window, double-click the Cache Maximum Agesetting. The Don’t Cache Maximum Age Properties dialog box appears.


Configuring the maximum age of messages to cache 43

Figure 10 Cache maximum age


l To enable the setting, perform both of the following steps:

a. Select Enabled.

b. Select an option from the Cache Maximum Age field.

Note

The default is Outlook Offline Setting.

l To disable the setting, click either:

n Not Configured

n Disabled




Configuring the maximum cache sizeYou can specify the maximum size of the cache file on disk as the percentage of free diskspace to allocate for the cache.


l If this setting is enabled in Group Policy but a value is not specified, then a default of20 % of free disk space is automatically allocated on the cache drive at first run.



l If this setting is not configured or is disabled in Group Policy, then the user'spreferences are used. The user can change the absolute value for this setting in Tools> Options > EMC SourceOne > Cache maximum size (MB) field in Outlook. The usercannot change the % value.

Note

The maximum cache size that you specify is a target for the synchronization process. The cache size displayed in Tools > Options > EMC SourceOne > Support Information inOutlook may exceed the specified maximum cache size by several percentage points.

Use the following procedure to configure the maximum cache size.

Procedure




4. In the EMC Offline Access Policies window, double-click the Cache Maximum Sizesetting. The Cache Maximum Size Properties dialog box appears.

Figure 11 Cache maximum size

5. To enable the setting, perform the following steps:

a. Select Enabled.

b. Specify a relative maximum cache size by selecting a % from the % of Free DiskSpace for Cache field.

l The range of valid values is 5-3 %.


Configuring the maximum cache size 45

l The default is 20 %.

6. To disable the setting, select either:

l Not Configured

l Disabled



l To save the changes and to close the Properties dialog box, click OK.

Showing/hiding the Offline Access tray iconIf this setting is not configured or is disabled in Group Policy, then the user's preferencesare used.

The user can change this setting in Tools > Options > EMC SourceOne > Show tool tray iconcheckbox in Outlook.

Note

In Windows 7, the Offline Access icon does not appear by default. Refer to "Displaying theOffline Access icon in Windows 7" in the EMC SourceOne Offline Access User Guide.

Perform the following to show or hide the Offline Access icon in the system tool tray.

Procedure




4. In the EMC Offline Access Policies window, double-click the Show Tray Icon setting.The Show Tray Icon Properties dialog box appears.



Figure 12 Show tray icon


l To enable the setting, select Enabled.

l To disable the setting, select Disabled.




Configuring the location of the cache databaseIf you enable this setting in Group Policy, but do not specify a location, then the defaultpath configured during installation is used (the user’s Application Data path).

If this setting is not configured or is disabled in Group Policy, then the user’s preferenceor the default path configured during installation is used.

The user can change this setting in Tools > Options > EMC SourceOne tab > Cache Settings> Select new option in Outlook.

Consider the following

l Do not specify any of the following folders as the cache location: C:\Windows, C:\WinNT, C:\InetPub, C:\Program Files.

l Do not specify any folder that contains other files.Do not store other files in the cache directory. The cache directory is removed when Offline Access is uninstalled (unless youperform a silent uninstall that includes the EX_SAVECACHE=TRUE argument).

Use the following procedure to configure the location of the cache database.


Configuring the location of the cache database 47

Procedure




4. In the EMC Offline Access Policies window, double-click the Cache Database Locationsetting. The Cache Database Location Properties dialog box is opened.

Figure 13 Cache database location


a. Select Enabled.

b. In the Path for the Cache Database field, type the path in which you want thecache to reside.

Note

Specify a full local path. Network shares are not supported.


l Not Configured

l Disabled






Configuring the synchronization frequencyIf this setting is not configured or is disabled, then the default resynchronizationfrequency of 1440 minutes (24 hours) is used.

The user can change this setting in Tools > Options > EMC SourceOne tab > Cache Settings> Update frequency (minutes) field in Outlook.

Perform these steps to specify how often to synchronize the cache with the user’smailbox.

Procedure




4. In the EMC Offline Access Policies window, double-click the Cache Sync Frequencysetting. The Cache Sync Frequency Properties dialog box appears.

Figure 14 Cache synchronization frequency


a. Select Enabled.

b. Specify a frequency, in minutes, in the Cache Sync Frequency (in minutes) field.

l The range of valid values is 60 to 43200 minutes.

l The default is 1440 minutes (24 hours).



Configuring the synchronization frequency 49

l Not Configured

l Disabled




Configuring the types of messages to cachePerform the following steps to specify the types of items to cache.

If these settings are not configured or are disabled in Group Policy, then the user'spreferences are used.The user can change this setting in Tools > Options > EMC SourceOne tab > Cache Settings> Cache messages field.

Procedure




4. In the EMC Offline Access Policies window, double-click the Cache Filter setting. TheCache Filter Properties dialog box appears.

Figure 15 Cache filter


l To enable the setting, perform the following steps:



a. Select Enabled.

b. Select an option from the Cache Items that field:

n All items: Cache all items (default)

n Have attachments: Cache only items with attachments

n Don’t cache any items: Do not cache any items

l To disable the setting, select either of the following options:

n Not Configured

n Disabled.




Configuring the minimum age of messages to pre-cacheYou use the Cache Maximum Age setting with the Don’t cache items older than setting tospecify a range of message ages to cache.

This value must be less than the value for the Cache Maximum Age setting.

Messages that are newer than the minimum age you specify are not cached. If this valueis not set, then the default is 30 days.

If these settings are not configured or are disabled in Group Policy, then the user'spreferences are used. The user can change this setting in Tools > Options > EMCSourceOne > Cache Settings > Cache items that are older than (days) field.

Use the following procedure to configure the minimum age of the messages to pre-cache.

Procedure




4. In the EMC Offline Access Policies window, double-click the Cache Minimum Agesetting. The Cache Minimum Age Properties dialog box appears.


Configuring the minimum age of messages to pre-cache 51

Figure 16 Cache minimum age



a. Select Enabled.

b. Specify an age, in days, in the Cache Minimum Age field.

n The valid range of values is 0 to 999.

n The default is 30.

l To disable the setting, click either Not Configured or Disabled.




Configuring SourceOne Web Services host settingsThis section describes how to Configure SourceOne Web Services host settings.

If you use Group Policies to push server addresses for Offline Access, you must also pushthe archive server type.

This is especially important for sites that:

l Are moving users from EmailXtender to EMC SourceOne. You must push theSourceOne server type along with the TCP server addresses.

l Install Offline Access on multi-user computers. Uninstall only cleans the Registry forthe user who uninstalls Offline Access.



Note

Refer to Accessing EmailXtender messages in a SourceOne environment on page 35 forinformation on how to access EmailXtender messages in an environment in which EMCSourceOne is also installed.

Figure 17 Server settings

About the TCP server settingsThe Offline Access Extension uses the Real-time Message Retrieval Server TCP Address:Port setting for retrieval. The Offline Access Agent uses the Synchronization (backfill)Server TCP Address: Port setting to populate (pre-cache and backfill) the cache.

The following settings are required:

l Real-time Message Retrieval Server TCP Address: Port setting

l Synchronization (backfill) Server TCP Address: Port setting

If these settings are not configured during installation or in Group Policy, or are disabledin Group Policy, then the user's preferences are used.

The user can change this setting in Tools > Options > EMC SourceOne tab > Server Settingsoption in Outlook.

Configuring TCP server settingsUse the following procedure to configure TCP server settings.

Procedure




Configuring SourceOne Web Services host settings 53


4. In the EMC Offline Access Policies window, double-click the SourceOne Web ServicesHost Settings option. The SourceOne Web Services Host Settings Properties dialogbox appears.

Figure 18 Web service server settings


l To enable the setting:

a. Select Enabled.

b. In the Real-time Message Retrieval Server TCP Address: Port field, specify thefollowing so that messages can be retrieved.

n Fully qualified EMC SourceOne server name.

n Port on that server that is hosting the Document Management Service(DocManageSvcHost):

EMC_SourceOne_server..domain:8001

For example:ES1Server.corp.company.com:8001c. In the Synchronization (backfill) Server TCP Address: Port field, specify the

following:

n The fully qualified EMC SourceOne server name.

n The port on that server that is hosting the Document Management OfflineAccess Service (DocManageSvcOAHost):

EMC_SourceOne_server..domain:8002

For example: ES1Server.corp.company.com:8002



The Synchronization (backfill) Server TCP Address: Port field must beconfigured so that Offline Access caches on user computers can bepopulated (back-filled).

Note

Do not specify port 8001 for the Synchronization (backfill) Server TCPAddress: Port. Port 8001 is also used by other EMC SourceOne clients(OWA, Outlook, EMC SourceOne Search, EMC SourceOne DiscoveryManager) for message retrieval. If you specify port 8001 for theSynchronization (backfill) Server TCP Address: Port, then the backfillingprocess for Offline Access could negatively affect message retrieval by otherclients.

l To disable the setting, select either Not Configured or Disabled.




Configuring delay for Requesting Message dialog boxIf an item is taking some time to retrieve, a Requesting Message dialog box is displayed.

Figure 19 Requesting message

If the user does not want to wait for the item to be retrieved, then the user can clickCancel.

You can configure the delay before this dialog box appears. If this setting is notconfigured or is disabled in Group Policy, then the user's preferences are used. The usercan change this setting by using the Tools > Options > EMC SourceOne > Notificationsoption in Outlook.

Use the following procedure to configure the delay for Requesting Message dialog box.

Procedure




4. In the EMC Offline Access Policies window, double-click the Cancel Dialog Delaypolicy. The Cancel Dialog Delay Properties dialog box appears.


Configuring delay for Requesting Message dialog box 55

Figure 20 Cancel Dialog Delay Properties dialog box



a. Select Enabled.

b. In the When retrieving messages show cancel dialog after (secs) field, specifythe amount of time, in seconds, to wait before displaying the Wait (Cancel)dialog box.

n The range of values is 1 to 100 (seconds).

n The default is 2 (seconds).





Note

If the user selects several items to copy or move that are not in the cache and arebeing retrieved, and if the user clicks Cancel in the Requesting Message dialog box,then the entire copy or move operation is cancelled. No items are copied or moved. Tooverride this behavior, use the ContinueOnCancel Registry entry.



Configuring log filesThis section provides information on configuring log files.

Note

Do not operate with a high logging level. By default, the verbosity level for EMCSourceOne trace logs is set to None. For troubleshooting purposes, EMC Supportpersonnel may instruct you to set the verbosity level to Verbose for one or more tracelogs. After you supply the requested logs to EMC Support, lower the verbosity level toNone. A verbosity level higher than None has a negative effect on CPU use and diskspace.

This table describes the Offline Access log files.

Table 11 Log files

Installation Log files

Offline Access forOutlook 2007

l OfflineAccessExtension.log - the Exchange Client Extension forOutlook interactions

l OfflineAccessAgent.log - the agent for background retrievals

l OfflineAccessConfig.log - the property page operations

Offline Access forOutlook 2010/2013

l OfflineAccessAddIn.log - the add-in for Outlook interactions

l OfflineAccessAgent.log - the agent for background retrievals

l OfflineAccessConfig.log - the property page operations

This table lists the locations of the log files.

Table 12 Location of the log files

Platform Location

Windows XP C:\Documents and Settings\user\Local Settings\ApplicationData\EMC\

Windows Vista C:\Users\user\AppData\Local

Windows 7 C:\Users\user\AppData\Local\EMC

Windows 8 C:\Users\user\AppData\Local\EMC

Enabling logging and setting logging level

Changes to the log level setting by using the Tools > Options > EMC SourceOne > SupportInformation dialog box take effect for each component at different times.

l For the Offline Access Extension, changes to logging level take effect when a messageis selected or read.

l For the Offline Access Agent, changes to logging level take effect in two minutes, or atthe next synchronization, whichever happens first.


Configuring log files 57

To enable logging and to set the logging level, refer to "Configuring logging" in the EMCSourceOne Offline Access User Guide.

Specifying size and number of log filesWhen a log file reaches a certain size, a new log file is created.

Perform these steps to control the maximum size and number of log files when logging isenabled.

Procedure




4. In the EMC Offline Access Policies window, double-click the Log File Settings policy.The Log File Settings Properties dialog box appears.

Figure 21 Log file settings



a. Select Enabled.

b. In the Number of log files per component (agent and extension) field, specifythe maximum number of log files to create. The value is applied to each OfflineAccess component (agent and extension):

n The range of values is 1 to 20.

n The default is 5.



c. In the Maximum size of each log file in MB field, specify the maximum size oflog files to create. The value is applied to each Offline Access component(agent and extension):

n The range of values is 1 to 100 (MB).

n The default is 20 (MB).


l To calculate the disk space used by the log files based on the settings, use thefollowing formula:

Number of log files per component x Maximum size of each logfile x 2For example, if you use the default settings, then the log files would use 200 MB ofdisk space:

5 files x 20 MB x 2 = 200 MB6. After configuring the setting, perform one of the following steps:



l To prevent the log files from filling the hard disk, logging is disabled when the diskfree space reaches 20 % or less of the total space, regardless of the size andnumber of log files that you specify.

Deleting log filesThis section outlines the consideration for deleting log files.

l You can delete old log files at any time, even if Offline Access is running.

l You cannot delete the current, active OfflineAccessAgent.log file until youshut down the Offline Access Agent.

l You cannot delete the current, active OfflineAccessExtension.log file untilyou shut down Outlook.

Configuring the startup synchronization delayYou can specify the delay between the time that Outlook and the Offline Access Agentstarts, and the time that a scheduled synchronization or a rebuild occurs. This delayprevents performance problems that can happen if a synchronization or rebuild occurswhile Outlook is starting.

Note

Users cannot change this setting.

The following procedure describes how to specify how long to delay synchronization atstartup.

Procedure





Configuring the startup synchronization delay 59

4. In the EMC Offline Access Policies window, double-click the Startup Sync Delaysetting.

The Startup Sync Delay Properties dialog box appears.

Figure 22 Startup sync delay properties



a. Select Enabled.

b. Specify a time, in seconds, in the After agent startup, delay scheduled syncsfor (secs) field:

n The valid range of values is 60 to 1200.

n The default is 600.





Specifying item types to cacheThe valid values correspond to the item types supported by EMC SourceOne Shortcutactivities and by Offline Access. Users cannot change this setting.

Use the following procedure to specify item types to cache.



Procedure




4. In the EMC Offline Access Policies window, double-click the Cache Item Types setting.The Cache Item Types Properties dialog box appears.

Figure 23 Cache items types




a. Select Enabled.

b. In the Cache item types mask field, specify one of the values listed in thefollowing table:

Table 13 Valid values for Cache item types

Value Description

1 Email Items (default)

2 Appointments

4 Meetings

3 Email Items and Appointments

5 Email Items and Meetings


Specifying item types to cache 61

Table 13 Valid values for Cache item types (continued)

Value Description

6 Appointments and Meetings

7 Email Items and Appointments and Meetings

To cache more than one type of item, specify the sum of the values.If you type a value outside the range of 1 through 7, then an error messageappears, for example:

n 0 is less than the minimum allowed value of 1. 1 is saved instead of 0.

n 8 is greater than the maximum allowed value of 7. 7 is saved instead of 8.




Configuring Offline Access for User DeleteOffline Access 6.7 and higher supports the User Delete feature.

By configuring Offline Access for User Delete:

l Users can delete email items from the SourceOne archive through Outlook.

l Users can delete single or multiple selected items.

l Users are prompted for confirmation before deleting the items from the archive.

l Users can apply the current action to all future deletions and suppress prompting.

User Delete behavior depends on the version of Outlook, as described in this table.

Table 14 User Delete behavior in versions of Outlook

Features Outlook 2007 Outlook 2010

Drag and drop to Deleted Items folder. Not supported Supported

Deletion of Appointment types. Not supported Supported

Explicit deletions from the list pane. Supported Supported

Deletions from To-Do Bar. Not Supported Not Supported

Deletion of items in an Inspector window. Supported Supported

Deletion of items by deleting the parent Outlookfolder.

Not Supported in Outlook2007

Supported

To enable or disable User Delete for the Outlook mail client, use the User Delete Enablesetting in EMC Offline Access Policies.



Considerations and limitations for User DeleteRefer to the following considerations and limitations for User Delete.

l User Delete does not support the following:

n Delegate deletions (the ability for a delegate to remove a delegator’s archivecontent).

n PST deletions (removing the archive content by deleting archived items withinPSTs).

n Public folder deletions (removing the archive content by deleting the archiveditems within public folders).

n Implicit deletions through rules, out-of-store moves and so on.

l Items restored from the Deleted Items folder cannot be re-archived unless the“Reprocess items” option is specified on a subsequent Historical Archive activity.

l Some deletion scenarios can lead to orphaned shortcut items:

n Deleting a shortcut item along with its archive copy, and then restoring theshortcut from the Deleted Items folder causes the shortcut item to be orphaned.

n Offline Access cache copy can be deleted depending on the restore operation andOffline Access cache update.

n Deleting one of the multiple mailbox copies of a shortcut item, and later deletingthe archive copy causes the remaining copies to be orphaned.

n Offline Access cache copy cannot be deleted.

l User Delete operates only on the following archived items:

n Deletion of mailbox items that do not have the ES1 MsgID property is ignored.

n Journaled-only items are not eligible for User Delete activity; Historical Archiveprocessing is required.

n Actions taken at the “Confirm Archive Delete” prompt affect only archived content.

l Supported Delete actions include the following:

n Explicit deletions through delete key and context menu.

n Supported delete actions vary slightly across Outlook versions due to differencesor limitations in the integration technologies used.

l By design:

n User Delete does not intervene in mailbox deletions.

n Both “Soft” deletions (delete actions resulting in messages being moved to theDeleted Items folder) and “Hard” deletions (SHIFT+DEL action to bypass theDeleted Items folder) are monitored.

n Deletions from the Deleted Items folder are ignored.

l In Outlook 2007, EMC SourceOne does not support the deletion of archived contentwhen an Outlook folder is deleted.This behavior is due to a Microsoft defect within the Exchange client Extension andOutlook 2007. Refer to the following Microsoft Knowledge base article for moreinformation.

http://support.microsoft.com/default.aspx?scid=kb;EN-US;929590

Users must first delete the items from the Outlook folder, then delete the Outlookfolder.


Considerations and limitations for User Delete 63

http://support.microsoft.com/default.aspx?scid=kb;EN-US;929590

GPO entries for User DeleteRefer to the following information on GPO entries for User Delete.

Enabling/disabling User DeleteIf User Delete is disabled or not configured in Group Policy, then the following Registryentry is used.

HKCU\Software\EMC\SourceOne\OfflineAccess\Config\UserDeleteEnableThe user cannot enable or disable User Delete. Use the following procedure to enable ordisable User Delete.

Procedure

1. In the EMC Offline Access Policies window, double-click the Enable User Deletesetting. The User Delete Enable Properties dialog box appears.

Figure 24 Enable User Delete


l To enable User Delete, click Enabled.

l To disable User Delete, click Disabled.

Enabling/disabling the User Delete PromptIf the User Delete prompt is not configured in the Outlook mail client, then the user'spreference is used.

If User Delete Prompt is disabled or not configured in Group Policy, then the followingRegistry entry is used:



HKCU\Software\EMC\SourceOne\OfflineAccess\Config\UserDeletePromptThe user cannot enable or disable User Delete Prompt.

The user can change this setting through Outlook > Tools > Options > EMC SourceOne tab >Notifications, as described in the EMC SourceOne Offline Access User Guide.Use the following steps to enable or disable the User Delete Prompt.

Procedure

1. In the EMC Offline Access Policies window, double-click the User Delete PromptEnable setting. The User Delete Prompt Enable Properties dialog box appears.


l To enable the User Delete Prompt, click Enabled.

l To disable the User Delete Prompt, click Disabled.

Figure 25 Enable User Delete Prompt

Specifying the default delete actionIf the default delete action setting is not configured, and if the user chooses to suppressthe User Delete prompt, then the button that the user selects in the prompt becomes thedefault delete action.

The following Registry entry is used to set User Delete Default Delete.

HKCU\Software\EMC\SourceOne\OfflineAccess\Config\UserDeleteDefaultDeleteThe user cannot enable or disable User Delete Default Delete.


l Yes/Yes to All = Always delete selected messages from the archive


GPO entries for User Delete 65

l No/No to All = Never delete selected messages from the archive

Use the following procedure to specify the default delete action.

Procedure

1. In the EMC Offline Access Policies window, double-click the Enable Default UserDelete setting. The User Delete Default Delete Properties dialog box appears.

Figure 26 User Delete Default Delete


l To enable Default User Delete, click Enabled.

l To disable Default User Delete, click either Not Configured or Disabled.

Registry entries for User DeleteIf you use the User Delete Enable setting in the Offline Access GPO, then theUserDeleteEnable entry is added to HKCU\Software\Policies\EMC\OfflineAccess\1.0,overriding the UserDeleteEnable entry in HKCU\Software\EMC\SourceOne\OfflineAccess\Config.

This table lists the entries that User Delete uses in HKCU\Software\EMC\SourceOne\OfflineAccess\Config.

Table 15 Registry entries for User Delete

Value name Type Valid/Default values Description

UserDeleteEnable DWORD Valid values:

l 0 = False

Corresponds to the Enable UserDelete policy.



Table 15 Registry entries for User Delete (continued)


l Non-zero = TrueDefault = 0 (False)

Indicates whether User Delete isenabled or disabled for Outlook.

The user cannot change this value.

UserDeleteShowPrompt

DWORD Valid values:

l 0 = False

l Non-zero = TrueDefault = 1 (True)

Corresponds to:

l The Perform this action withoutprompting for all futuredeletions checkbox in theConfirm Archive Delete dialog box.When the user selects thischeckbox, then the Registry valueis set to 0. When the user clearsthis checkbox, then the Registryvalue is set to 1.

l The Prompt to delete archivecopies on deletion of mailboxitems checkbox in the Tools >Options > EMC SourceOne >

Notifications> dialog box inOutlook. When the user selectsthis checkbox, then the Registryvalue is set to 1. When the userclears this checkbox, then theRegistry value is set to 0.

UserDeleteDefaultDelete

DWORD Valid values:

l 0 = False

l Non-zero = TrueDefault = 0 (False)

This value is written to the Registryonly when the user selects the

Perform this action withoutprompting for all future deletionscheckbox in the Confirm Archive Deletedialog box.

Indicates the default action selectedby the user in the Confirm ArchiveDelete dialog box:

l Yes or Yes to All = 1

l No or No to All = 0

Modifying ports used by Offline AccessOffline Access uses the Document Management services on the Web Services server.After installation, perform the following to modify ports used by Offline Access.

Each Document Management service has its own configuration file on the Web Servicesserver:

Program Files\EMC SourceOne\ExDocMgmt\DocManageSvcHost.exe.config


Modifying ports used by Offline Access 67

Program Files\EMC SourceOne\ExOAService\DocManageSvcOAHost.exe.configProcedure

1. Edit the port value for the baseAddress key in the following configuration files:

l In DocManageSvcHost.exe.config:

add baseAddress="net.tcp://localhost:8001/docsvc"l In DocManageSvcOAHost.exe.config:

add baseAddress="net.tcp://localhost:8002/docsvc"2. Restart the services on the Web Services server.

3. Deploy the port changes to Offline Access clients.

Note

To change the port numbers manually in the Offline Access client, refer to the EMCSourceOne Offline Access User Guide or the online help.

Registry entriesThe following sections describe the Registry keys created during installation andoperation of EMC SourceOne Offline Access.

Some of these entries are created or modified:

l When you edit settings in the Offline Access Group Policy

l When a user edits settings in Outlook > Tools > Options > EMC SourceOne tab, asdescribed in the EMC SourceOne Offline Access User Guide.

HKEY_CURRENT_USER Registry entriesThe following sections describe the Offline Access Registry keys created inHKEY_CURRENT_USER.

Within each table, the names of the Registry values are listed in alphabetical order.

HKCU\Software\EMC\SourceOneThis Registry key contains one subkey and one value as specified in the following table.

Table 16 HKCU\Software\EMC\SourceOne


LastTally DWORD No longer used.



HKCU\Software\EMC\SourceOne\OfflineAccessThis Registry key contains one subkey and two values.

Table 17 HKCU\Software\EMC\SourceOne\OfflineAccess

Value name Type Valid/Defaultvalues

Description

LastGoodServer REG_SZ Default: blank The name of the last server with which OfflineAccess communicated successfully.

HKCU\Software\EMC\SourceOne\OfflineAccess\Config

This key contains most of the properties of the user’s cache. These settings are created ormodified by the system or when a user edits settings in Tools > Options > EMC SourceOnetab in Outlook, as described in the EMC SourceOne Offline Access User Guide.

Offline Access Group Policy settings, take precedence over user settings.

Table 18 HKCU\Software\EMC\SourceOne\OfflineAccess\Config


BeginCacheItemsOlderThan_Days

DWORD Default: 30 (days) The age of messages to cache, in days.

The user can change this value in the Cache messagesthat are older than field in the Cache Settings dialog box.

The minimum value is 0.

CacheEnabled DWORD Valid values:

l 0 (False)

l 1 (True)Default: 1

Set to 1 (True) when the user selects the Enable Cacheoption from the tool tray icon’s right-click menu or the

Enable Cache checkbox on the EMC SourceOne tab in

Outlook Options dialog box.When the CacheEnabled key is set to 1 (True):

l EMC SourceOne Offline Access cache is enabled,allowing content that was shortcut on the Exchangeserver to be cached locally. The local cache thenresolves the shortcut links in the email. EMC SourceOneOffline Access is always loaded with Outlook, but thiskey must be 1 (True) for Outlook to use its functionality.

l The user can use the Update menu option or the

Rebuild option on the cache.When the CacheEnabled key is set to 0 (False):

l The local caching performed by EMC SourceOne OfflineAccess is disabled and Outlook displays what it getsfrom Exchange.

l In an EMC SourceOne environment with the Mobileservice installed, if the mailbox has been shortcut, thenthe messages display with links that can be resolved.

CacheItemTypes DWORD Valid values:

l 1 (Email Items)

The item types to cache.The valid values correspond to the item types supported byEMC SourceOne Shortcut activities and by Offline Access.


HKEY_CURRENT_USER Registry entries 69

Table 18 HKCU\Software\EMC\SourceOne\OfflineAccess\Config (continued)


l 2 (Appointments)

l 4 (Meetings)Default: 1 (EmailItems)

To cache more than one item type, specify the sum of thevalues:

l 3 (Email Items and Appointments)

l 5 (Email Items and Meetings)

l 6 (Appointments and Meetings)

l 7 (Email Items and Appointments and Meetings)The user cannot change this value.

Refer to Specifying item types to cache on page 60.

CacheLocation REG_SZ Default for Windows XP:C:\Documents andSettings\User\Application Data\EMC\Default for Windows Vista:

C:\Users\user\AppData\Local

The path to the current user’s cache on the local drive.

The user can change this value in the Cache Settings dialogbox.

If the user uses the Rebuild option, then all the files andfolders at this location are deleted.

Refer to Configuring the location of the cache database onpage 47.

CacheMessagesOfType_enum

DWORD Valid values:

l 0 (All messages)

l 1 (Have attachments)

l 2 (Don’t cache anymessages)Default: 0

The level of caching.

The user can change this value in the Cache messagesthat field in the Cache Settings dialog box.

CachePeriod_Days DWORD Default: 0xffffffff (No limit) How long to keep items in the cache, in days.The user can specify a cache period by selecting a value in

the Don’t cache messages older than field in the EMC

SourceOne tab of the Outlook Options dialog box.

Values shown in the Don’t cache messages older thanfield as months or years are represented as days in theRegistry.

CancelDialogDelay_Secs DWORD Default: 5 (seconds) The time delay before the Wait dialog box appears whenretrieving contents.

The user can change this value in the When retrievingmessages, show Cancel dialog after _ seconds field in

the Notifications dialog box.

Compact_Cache DWORD Default: 0 The Offline Access Agent sets this value to True when itwants the Offline Access Compact component to compact thecurrent cache.The Offline Access Compact component sets this value toFalse when it starts compacting the cache.





ConnectionState DWORD Valid values:

l 0 (No front-endservers are reachable)

l 1 (The primary serveris reachable)

l 2 (The secondaryserver is reachable)

l 3 (Both primary andsecondary servers arereachable)Default: 3

Note

Do not edit this value.

The Offline Access Extension and Agent components use thisvalue internally to track the connectivity of the primary andsecondary front-end servers.

ContinueOnCancel Valid values:

l 0 (Default behavior ofCancel in theRequesting Messagedialog box)

l 1 (Overrides Cancel inthe RequestingMessage dialog box)

If the user selects several items to copy or move that are notin the cache and are being retrieved, and if the user clicks

Cancel in the Requesting Message dialog box, then bydefault the entire copy or move operation is cancelled. Noitems are copied or moved. To override this default behavior,and to continue retrieving items (restored or shortcut) andcomplete the copy/move operation, set theContinueOnCancel Registry entry to 1.

Note

Use the RestoreOnCopy and RestoreOnMove Registry entriesto control whether shortcut items are restored when they arecopied/moved.

CurrentCacheDBSize_MB DWORD Default: 0 (MB atinstallation)

The current size of the cache, in MB.This value is updated by the system, and cannot be edited.

This value displays in the Cache Size (MB) field in the

Support Information dialog box.

CurrentOutlookProfile REG_SZ Default: Outlook The Offline Access Extension sets this value to the currentprofile that Outlook is using, so that the Offline Access Agentcan create a MAPI session by using the same profile asOutlook.

DisableCacheBuilds DWORD Default: 0 The Offline Access Extension sets this value when the user isusing Outlook with a default profile that is not associatedwith the current cache. This notifies the Offline Access Agentto not to build or work with the cache.For example, assume:

l The users have a default Outlook profile named Profile1and have a cache for this profile.

l The users have another Outlook profile named Profile2,which they define as their new default profile. Profile1 isno longer the user’s default profile.In this case, when the user starts Outlook (and theOffline Access extension starts), the Offline AccessExtension determines that the user’s default profile does





not match the profile associated with the cache. Theuser is prompted to delete the old cache and build a newcache for Profile2. If the user selects No, then the OfflineAccess Extension runs in cache disabled mode, and theOffline Access extension sets the DisableCacheBuildvalue to notify the Offline Access Agent not to use thecache.

ForceSaveForCacheMode DWORD In Outlook 2007, HTML messages with embedded images orattachments display as plain text when a mailbox is openedby another user with full mailbox access to that mailbox. Towork around the issue, set this Registry entry to 1.

HttpURLPrimary REG_SZ Default: http://MyServer/EMCRetriever/drpwebservice.asmx

Note

This setting is no longer used.

HttpURLSecondary REG_SZ Default: http://Note

This setting is no longer used.

LanguageID DWORD Default: 1033 (U.S.English)

The language code page.

LastSyncTime DWORD Default: blank Used by the Offline Access Agent to determine when the nextsynchronization is to occur, based on the update(resynchronization) frequency.The units are ticks, used to represent time to epoch (thenumber of seconds since January 1, 1970 00:00:00).

The Offline Access Extension uses this value to display the

last sync time as a datetime string in the Last cache updatefield in the Support Information dialog box.

This value is updated by the system, and cannot be editeddirectly.

The user can trigger synchronization by selecting the Updateoption from the tool tray icon’s right-click menu.

LogginLevel DWORD Valid values:

l 0 (None)

l 1 (Low)

l 2 (Medium)

l 3 (High)

l 4 (Verbose)Default: 0 (None)

The current logging level.The user can enable/disable logging by selecting an option

from the Logging Level field in the Support Informationdialog box.

MaxCacheSize_MB DWORD Default: calculated, basedon (PercentDiskSpace) x(the free space on thedisk)

Maximum size of the user’s cache, in MB.

The user can change this value in the Cache maximum size(MB) field in the EMC SourceOne tab of the OutlookOptions dialog box.





When MaxCacheSize_MB is set to 0 (Not Set), then themaximum cache size is calculated using thePercentDiskSpace value.

MaxConsecutiveConnectFails DWORD Range: 10 - 500Default: 200

If a backfill server is not running, then synchronization isinterrupted after the specified number of consecutiveconnection failures.

MaxLogonAttempts DWORD Default: 3 Determines how many times the Offline Access status agentattempts to authenticate with the front-end server. After thethird try, Offline Access is set to an offline state and nolonger prompts the user for credentials.

NextSyncTime DWORD Calculated time at which the next synchronization occurs,based on LastSyncTime.

NumberLogFiles DWORD Range: 1 - 20Default: 5

Corresponds to the Number of log files per componentfield in the Log file settings policy.Maximum number of log files to create for each OfflineAccess component (agent and extension). The value isapplied to each component.

Use with SizeLogFiles_MB.

NumberOfItemsInCache DWORD Default: 0 The number of items in the cache.

This value displays in the Items in the cache field in the

Support Information dialog box.

This value is updated by the system, and cannot be editeddirectly.

OutlookOfflineSetting DWORD Valid values:

l 0 (False)


The user can set this value to 1(True) by selecting offlineaccess cache mode. This value is the same as Outlook cachemode.

PercentDiskSpace DWORD Default: 20% The % of free disk space to use for the cache.The % of free disk space to use for the cache whenMaxCacheSize_MB is set to 0 (Not Set).

RebuildCache DWORD Valid values:

l 0 (False)


The user can set this value to 1 (True) by selecting Rebuildcache in the Support Information dialog box.

The user can select Rebuild cache during normal Outlookoperation. However, the reset does not occur until afterOutlook shuts down.

Rebuild cache:

l Deletes the entire contents of the user’s cache (mailboxfolder).

l Re-synchronizes the user’s cache with Exchange andEMC SourceOne server when the user restarts Outlookand reconnects to the Microsoft Exchange network.





RestoreOnCopy DWORD Valid values:

l 0 (False)


Note

This setting applies to Outlook 2007, not to Outlook 2010.

Controls whether shortcut messages are restored when userscopy them.

The user can set this value to 1 (True) by selecting theRestore On Copy checkbox in the EMC SourceOne tab.

Also refer to the corresponding setting in Group Policy andHKCU\Software\Policies\EMC\OfflineAccess\1.0.

RestoreOnMove DWORD Valid values:

l 0 (False)


Note

This setting applies to Outlook 2007, not to Outlook 2010.

Controls whether shortcut messages are restored when usersmove them.

The user can set this value to 1 (True) by selecting theRestore On Move checkbox in the EMC SourceOne tab.

Also refer to the corresponding setting in Group Policy andHKCU\Software\Policies\EMC\OfflineAccess\1.0.

ResyncFrequency_Mins DWORD Default: 1440 (minutes;equals once every 24hours)

How often to synchronize the cache with the mailbox.

The user can change this value in the Update frequency(minutes) field in the Cache Settings dialog box.

RetrievalRetryBailWait DWORD Range: 2 - 1440 (minutes)Default: 60 (minutes)

For EMC SourceOne environments. The wait (in minutes)before performing another synchronization, if asynchronization fails after exceeding the specified number ofretries on a single message.Use with RetrievalRetryMaxInterval andRetrievalRetryNumber.

RetrievalRetryMaxInterval DWORD Range: 5 - 60 (seconds)Default: 15 (seconds)

For EMC SourceOne environments. The maximum interval (inseconds) to wait between retrieval attempts. The OfflineAccess Agent uses randomly calculated intervals between 0and this value.Use with RetrievalRetryBailWait and RetrievalRetryNumber.

RetrievalRetryNumber DWORD Range: 0 - 50Default: 8

For EMC SourceOne environments. The number ofconsecutive attempts to retrieve a message if the EMCSourceOne Document Management service is busy.Use with RetrievalRetryBailWait andRetrievalRetryMaxInterval.

ServerVersion_enum DWORD Valid value:1 (EMC SourceOne)

The type of server.The value, by default, is set to 1 (EMC SourceOne).

ShowTrayIcon DWORD Valid values: Determines whether the EMC SourceOne Offline Accessstatus icon displays in the system tray.





l 0 (Hide icon)

l 1 (Show icon)Default: 1

The user can set this value to 0 by selecting the Hide ThisIcon option from the icon’s right-click menu, or by clearing

the Show tool tray icon checkbox on the EMC SourceOne

tab in the Outlook Options dialog box.

The user can reset this value to 1 by selecting the Show tooltray icon checkbox on the EMC SourceOne tab in the

Outlook Options dialog box.

ShutdownDuringSync DWORD Default: 0 If Outlook is closed while a synchronization is occurring, thisvalue is set to 1. When Outlook is restarted, if this value isone, then synchronization will resume.

SizeLogFiles_MB DWORD Range: 1 - 100 (MBDefault: 20 (MB)

Corresponds to the Maximum size of each log file in MB field

in the Log file settings policy.Maximum size of log files to create. The value is applied toeach component (agent and extension).

Use with NumberLogFiles.

StatusCheckInterval DWORD Range: 10 - 86400(seconds)Default: 120 (seconds)

The Offline Access Agent performs status checks. The firststatus check is performed 30 seconds after the OfflineAccess Agent starts. This Registry entry specifies the interval(in seconds) between status checks performed by the OfflineAccess Agent. The Offline Access icon in the system tool traydisplays the status.A lower value updates the status more frequently, but maycause more network traffic.

If you specify an invalid value, then at the next status check,the value is reset to the extreme value nearest the invalidvalue. For example, a value of 10 is reset to 30. The resetaction is logged.

Changes to this value are applied after the next status checkoccurs.

StoreID REG_SZ The Offline Access Extension sets this value to the StoreID ofthe Exchange mailbox associated with the cache.

SyncState DWORD Valid values:

l 0 = Update is not inprogress (Update,Rebuild, and Compactoptions are enabled).

l 1 = Update is inprogress (Update,Rebuild, and Compactoptions are disabled).

l 6 = An error occurred;synchronization failed(Update, Rebuild, and

Indicates whether an Update (synchronization) is in progress.





Compact options areenabled).

TCPServerPortPrimary REG_SZ The fully qualified name of the EMC SourceOne serverhosting the Document Management Service, and the TCP/IP

port used to retrieve messages, specified in: Outlook >

Tools > Options > EMC SourceOne tab > Server Settingsdialog box > Real-time message retrieval server:Portfield.

TCPServerPortSecondary REG_SZ The fully qualified name of the secondary EMC SourceOneserver hosting the Document Management Service, and the

TCP/IP port used to backfill the cache, specified in: Outlook> Tools > Options > EMC SourceOne tab > Server Settingsdialog box > Synchronization (backfill) server:Port field.

UsingAddin Indicates which Offline Access component is installed:

l 0 = The Offline Access extension for Outlook 2007 isinstalled.

l 1 = The Offline Access add-in for Outlook 2010 isinstalled.

HKCU\Software\EMC\SourceOne\TraceLogsThis Registry key contains several subkeys, one for each Offline Access component. Thevalues in a subkey controls trace logging for that component. Do not edit trace logRegistry settings unless directed by EMC Support personnel.

To specify logging settings, refer to Configuring log files on page 57.

HKCU\Software\Policies\EMC\OfflineAccess\1.0This key contains most of the properties of the user’s cache. These entries are createdand modified when you edit settings in the Offline Access Group Policy.

By default, all policies are set to Not Configured (Disabled).

Policy settings take precedence over the user settings in the following:

l HKCU\ Software\EMC\SourceOne\OfflineAccess\Configl Tools > Options > EMC SourceOne

When you enable a policy setting, the user cannot edit the corresponding setting in theTools > Options > EMC SourceOne option in Outlook.

Table 19 HKCU\Software\Policies\EMC\OfflineAccess\1.0


BeginCacheItemsOlderThan_Days

DWORD Default when enabled:30 (days)

Corresponds to the Cache messages older than policy.The age of messages to cache, in days.



Table 19 HKCU\Software\Policies\EMC\OfflineAccess\1.0 (continued)


If this policy is disabled or not configured, then the user can change

this value in the Cache messages that are older than field in the

Cache Settings dialog box.

The minimum value is 0.

CacheEnabled DWORD When enabled: 1 Corresponds to the Enable Offline Access policy.If this policy is disabled or not configured, then the user can select

the Enable Cache option from the tool tray icon’s right-click menu or

the Enable Cache checkbox on the EMC SourceOne tab in OutlookOptions dialog box.

When the Enable Offline Access policy is enabled:

l EMC SourceOne Offline Access cache is enabled, allowingcontent that was shortcut on the Exchange server to be cachedlocally. The local cache then resolves the shortcut links in theemail. EMC SourceOne Offline Access is always loaded withOutlook, but this key must be 1 (True) for Outlook to use itsfunctionality.

l The user can use the Update menu option or the Rebuild optionon the cache.

When the Enable Offline Access policy is not configured ordisabled:

l The local caching done by EMC SourceOne Offline Access isdisabled and Outlook sees what it gets from Exchange.

l In an EMC SourceOne environment with the Mobile serviceinstalled, if the mailbox has been shortcut, the messages displaywith links that can be resolved.

CacheLocation REG_SZ Default when enabled: blank

Corresponds to the Cache database location policy.The path to the current user’s cache on the local drive.


this value in the Cache Settings dialog box.

If the user uses the Rebuild option, then all the files and folders atthis location are deleted.

CacheMessagesOfType_enum

DWORD Valid values:

l 0 (All messages)

l 1 (Haveattachments)

l 2 (Don’t cache anymessages)Default whenenabled: 0

Corresponds to the Cache message types policy.Determines whether or not messages are cached, and if so, whichmessages: all messages or only those messages that haveattachments.


this value in the Cache messages field in the Cache Settingsdialog box.

CachePeriod_Days DWORD Default when enabled:0xffffffff (No Limit)

Corresponds to the Don’t cache messages older than policy.How long to keep items in the cache, in days.





If this policy is disabled or not configured, then the user can specify a

cache period by selecting a value in the Don’t cache messagesolder than field in the EMC SourceOne tab of the Outlook Optionsdialog box.

Values shown in the Don’t cache messages older than field asmonths or years are represented as days in the Registry.

CancelDialogDelay_Secs DWORD Default when enabled:5 (seconds)

Corresponds to the Cancel dialog delay policy.

The time delay before the Wait (Cancel) dialog box appears whenretrieving contents.


this value in the When retrieving messages, show Cancel dialogafter _ seconds field in the Notifications dialog box.

HttpURLPrimary REG_SZ This setting is no longer used.

HttpURLSecondary REG_SZ This setting is no longer used.

NumberLogFiles DWORD Range: 1 - 20Default: 5

Corresponds to the Number of log files per component field in the

Log file settings policy.Maximum number of log files to create for each Offline Accesscomponent (agent and extension). The value is applied to eachcomponent.

Use with SizeLogFiles_MB.

PercentDiskSpace DWORD Default when enabled:20%

Corresponds to the % of free disk space for cache setting in the

Maximum cache size policy.The % of free disk space to use for the cache whenMaxCacheSize_MB is set to 0 (Not Set).

ResyncFrequency_Mins DWORD Default when enabled:1440 (minutes; equalsonce every 24 hours)

Corresponds to the Cache re-sync frequency policy.How often to synchronize the cache with the mailbox.


this value in the Update frequency (minutes) field in the CacheSettings dialog box.

ShowTrayIcon DWORD Valid values:0 (Hide icon)

1 (Show icon)

Corresponds to the Show icon in system tray policy.Determines whether the EMC SourceOne Offline Access status icondisplays in the system tray.

If this policy is disabled or not configured, then the user can set this

value to 0 by selecting the Hide This Icon option from the icon’s

right-click menu, or by clearing the Show tool tray icon checkbox

on the EMC SourceOne tab in the Outlook Options dialog box.

The user can reset this value to 1 by selecting the Show tool trayicon checkbox on the EMC SourceOne tab in the Outlook Optionsdialog box.

SizeLogFiles_MB DWORD Range: 1 - 100 (MB)Default: 20 (MB)

Corresponds to the Maximum size of each log file in MB field in the

Log file settings policy.





Maximum size of log files to create. The value is applied to eachcomponent (agent and extension).

Use with NumberLogFiles.

TCPServerPortPrimary REG_SZ Default: blank Corresponds to the Real-time message retrieval server:Port setting in

the TCP server settings policy.For EMC SourceOne environments. The TCP/IP port of the EMCSourceOne server hosting the Document Management Service usedfor retrieving messages.


this value in the Real-time message retrieval server:Port field in

the Server Settings dialog box.

TCPServerPortSecondary REG_SZ Default: blank Corresponds to the Synchronization (backfill) server:Port setting in

the TCP server settings policy.For EMC SourceOne environments. The TCP/IP port of the EMCSourceOne server hosting the Document Management Service usedfor backfilling the cache.


this value in the Synchronization (backfill) server:Port field in the

Server Settings dialog box.

HKEY_LOCAL_MACHINE Registry entriesThe following sections describe the Registry keys created in HKEY_LOCAL_MACHINE forOffline Access.

HKLM\Software\EMC\SourceOneThis Registry key contains two values and several subkeys.

Table 20 HKLM\Software\EMC\SourceOne


InstallDir REG_SZ Default: C:\ProgramFiles\EMCSourceOne

Parent directory in which EMC SourceOneexecutables are installed.

LogDir REG_SZ Not used by Offline Access. Refer to Configuring log files on page 57 for thelocation of Offline Access log files.


HKEY_LOCAL_MACHINE Registry entries 79

HKLM\Software\EMC\SourceOne\OfflineAccessThis Registry key contains one value.

Table 21 HKLM\Software\EMC\SourceOne\OfflineAccess


InstallDir REG_SZ Default: C:\ProgramFiles\EMCSourceOne

Directory in which Offline Accessexecutables are installed.Specified on the Destination Folder screen orChange Destination Folder screen duringinstallation.

HKLM\Software\EMC\SourceOne\SecurityThis Registry key contains one value that stores the encrypted security key for EMCSourceOne.

Table 22 HKLM\Software\EMC\SourceOne\Security


ExDpKey REG_SZ Encrypted security key.

HKLM\Software\EMC\SourceOne\VersionsThis Registry key contains one value that stores the version number for Offline Access.

Table 23 HKLM\Software\EMC\SourceOne\Versions


OfflineAccess REG_SZ Current version number of OfflineAccess.

The current version number ofOffline Access.

Enabling Kerberos authenticationTo enable Kerberos authentication for use with EMC SourceOne Offline Access, refer tothe following sections.

Overview of using Kerberos authentication with Offline AccessEMC SourceOne Offline Access by default uses Microsoft Windows NT LAN Manager(NTLM) authentication. Sometimes, you may want to change the authentication protocolused by Offline Access to be Kerberos authentication instead of NTLM.

For example, you may want to use Kerberos with Offline Access when using Offline Accesson an Internet Protocol version 6 (IPV6) network, or when using software that allow smartcards for authentication.



To enable Kerberos authentication for Offline Access and verify that it is working, youmust perform tasks on both the Offline Access clients and on the EMC SourceOne Webservers as described in the following sections.

Enabling Kerberos authenticationYou enable Kerberos authentication on the EMC SourceOne Web server by doing thefollowing.

Procedure

1. Modify the configuration files on the EMC SourceOne Web servers to enable Kerberosauthentication.

2. Set the Service Principal Name (SPN) used for Kerberos authentication.

3. Stop and then restart the needed services on the EMC SourceOne Web server.

4. Verify that Kerberos authentication is being used.

Modifying configuration files to enable KerberosTo enable Kerberos authentication, you must modify the two files used to configure theone or more EMC SourceOne Web servers on each computer where the EMC SourceOneDocument Management Service is installed.

Modify the following two files for each server that is running the EMC SourceOneDocument Management Service.

l DocManageSvcHost.exe.configThe DocManageSvcHost.exe.config file is used to configure the EMCSourceOne Document Management Service (DocManageSvcHost.exe). TheDocument Management Service is installed as part of the EMC SourceOne WebServices component of EMC SourceOne Email Management.

l DocManageSvcOAHost.exe.configThe DocManageSvcOAHost.exe.config file is used to configure the DocumentManagement Offline Access Service (DocManageSvcOAHost.exe). This file isinstalled as part of EMC SourceOne Offline Access.

Modifying the DocManageSvcHost.exe.config filePerform the following steps to modify the DocManageSvcHost.exe.config file.

Procedure

1. Edit the DocManageSvcHost.exe.config file and find the following section:

<system.serviceModel>...<endpoint…></endpoint></system.serviceModel>

2. Perform the following edits:


Enabling Kerberos authentication 81

a. Remove the comment around <identity></identify> block.

b. Replace the word Server with either of the following:

l The fully qualified domain name of the server on which the DocumentManagement Service runs.

l The load balancer for the server on which the Document Management Serviceruns

For example, the following example shows the comment removed and the wordServer replaced by the fully qualified domain name for the server Example1, wherethe Document Management Service runs at this site:

<system.serviceModel>...<endpoint…> <identity> <servicePrincipalName value="DocManageSvc/Example1.corp.com:8001"/> </identity></endpoint></system.serviceModel>

3. Save the file.

Modifying the DocManageSvcOAHost.exe.config filePerform the following steps to modify the DocManageSvcOAHost.exe.config file.

Procedure

1. Edit the DocManageSvcOAHost.exe.config file and find the following section:

<system.serviceModel>...<endpoint…></endpoint></system.serviceModel>

2. Perform the following edits:

a. Remove the comment around the <identity></identity> block.

b. Replace the word Server with either of the following:

l The fully qualified domain name of the server on which the DocumentManagement Service and the Offline Access Service run.

l The load balancer for the server on which the Document Management Serviceand the Offline Access Service run.



For example, the following shows the comment removed and the word Server replacedby the fully qualified domain name of the server Example1, where the DocumentManagement Service and the Offline Access service run at this site:

<system.serviceModel>...<endpoint…></endpoint></system.serviceModel>

3. Save the file.

Set the Service Principal Names to be usedTo use Kerberos authentication with Offline Access, you must configure a serviceprincipal name (SPN) to be used for the authentication.

Understanding and using an SPN with Offline Access

A service principal name (SPN) is the name by which a Kerberos client uniquely identifiesan instance of a service for a particular Kerberos target computer.

For additional background information on the SetSPN utility, including usage andinstallation, refer to the following:

l http://support.microsoft.com/?id=929650

l http://technet.microsoft.com/en-us/library/cc773257.aspx

The configuration of Kerberos authentication for use with Offline Access differs from thatused for single sign-on configurations. For more information about using Kerberos in asingle sign-on configuration, refer to the EMC SourceOne Email Management InstallationGuide appendix “Single Sign-on Support Example (Windows).”

Registering the SPNs for use with Offline Access

You register the service principal names to be used by Offline Access using the MicrosoftSetSPN utility.

To register the service principal names, perform the following on the domain controllerused by Offline Access, using the service account used by the EMC SourceOne WebServices.

Procedure

1. List the registered SPNs by issuing the SetSPN command with the -L option as in thefollowing example:

setspn -L domain\e5admin

2. Register the Document Management Service (DocManageScv) as an SPN for both the8001 and 8002 ports that are used by Offline Access, by using either of the following:

l The fully qualified domain name of the one or more EMC SourceOne Web Servicesservers (or the load balancer for the servers).


Enabling Kerberos authentication 83

http://support.microsoft.com/?id=929650

http://technet.microsoft.com/en-us/library/cc773257.aspx

l The fully qualified domain name of the one or more load balancer for the servers).

In the following example, the fully qualified name of the Discovery Manager WebServices host computers are Example1.domain.com and Example2.domain.com.

setspn -A DocManageSvc/Example1.domain.com:8001 domain\e5adminsetspn -A DocManageSvc/Example1.domain.com:8002 domain\e5adminsetspn -A DocManageSvc/Example2.domain.com:8001 domain\e5adminsetspn -A DocManageSvc/Example2.domain.com:8002 domain\e5admin

Note

The fully qualified names used with the SetSPN utility are the same names specifiedin the modified DocManageSvcOAHost.exe.config and

DocManageSvcHost.exe.config files.

3. List the registered SPNs again to verify that the previous registration was successful.For example:

setspn -L domain\e5admin

4. Log out of the EMC SourceOne Web Services service account.

Restart the services after changing the configuration

After you have changed the configuration files and registered the service principalnames, you need to stop and restart two services on the EMC SourceOne Web server.

l Document Management Service (DocManageSvcHost.exe)

l Offline Access Service (DocManageSvcOAHost.exe)

Enabling Kerberos on Offline Access clientsYou enable Kerberos authentication on the Offline Access clients in the organization bydoing the following.

l On installation, using the install option.

l Using group policies to update the Offline Access clients.

Note

When installing or updating Offline Access clients, ensure that when you specify serversettings you use the same fully qualified domain name used in the configuration files.

Enabling Kerberos using an installation optionTo enable Kerberos authentication when performing a silent install of the Offline Accessclient, specify the following option and value.

USEKERBEROS=1

Alternatively, if the Offline Access client is already installed, you can enable Kerberosauthentication for that client by doing the following on the computer on which the OfflineAccess client is installed.

Procedure

1. Change the Registry value of EnableKerberosAuth to a value of 1.



2. Stop and then restart Microsoft Outlook.

Refer to the EMC SourceOne Offline Access Installation and Administration Guide formore information about installing (or modifying the installation of) the Offline Accessclient.

Enabling Kerberos using group policiesYou can enable Kerberos authentication using the Microsoft Group Policy Editor and theEMC Offline Access administrative template (Offline Access Group Policy.adm for Outlook2007 and Offline Access Group Policy.admx for Outlook 2010) to manage user settings.

Perform the following to enable Kerberos authentication through the Group Policy Editoruser interface.

Procedure

1. In the EMC Offline Access policies, select the Enable Kerberos Authentication setting.

2. In the Enable Kerberos Authentication Properties dialog:

a. Select Enabled.

b. Click OK.

This figure illustrates using the Group Policy Editor to enable Kerberos authentication.

Figure 27 Using Group Policy Editor to enable Kerberos authentication

This key that can be used with the templates that allow you to specify whether to useNTLM or Kerberos as the authentication protocol.

l By default, NTLM authentication is specified by the following key and values:

EnableKerberosAuth Dword 0


Enabling Kerberos on Offline Access clients 85

l To use Kerberos authentication, use the following key values:

EnableKerberosAuth Dword 1

Verifying Kerberos authentication on the server and clientOnce you have completed the process of enabling Kerberos authentication on the serversand clients, verify Kerberos authentication. You can verify that it is functioning correctlyby using the Offline Access client to restore a shortcut message and then perform thefollowing procedure.

Procedure

1. Use the Offline Access client to restore a shortcut message.

2. Reviewing the resulting event log message.This figure shows the properties for an event log message that indicate that Kerberosauthentication was used.

Figure 28 Example of Kerberos authentication used with Offline Access

Similarly, this figure shows the properties for an event log message that indicatesthat NTLM authentication was used.



Figure 29 Example of NTLM authentication used with Offline Access

3. If Kerberos authentication is not enabled, verify you performed the previous stepscorrectly.

4. You might need to reboot the EMC SourceOne Web Services computers for Kerberosauthentication to be used.


Verifying Kerberos authentication on the server and client 87



CHAPTER 6

Troubleshooting Offline Access

This chapter includes the following topics:

l Troubleshooting checklist..................................................................................... 90l Repairing the components.....................................................................................91l Offline Access and Microsoft Office....................................................................... 92l Offline Access and expired passwords.................................................................. 92l Configuring number of retries................................................................................ 93l Enabling and viewing log files for Offline Access................................................... 93l Uninstalling EMC SourceOne Offline Access client software...................................93

Troubleshooting Offline Access 89

Troubleshooting checklistUse the following checklist to troubleshoot Offline Access.

Table 24 Troubleshooting checklist

Done Procedure

Verify that the client computer is a member of the correct domain.

This step applies only to EMC SourceOne environments that include EMC EmailXtender.

If the following applications are listed in Add/Remove Programs on client computers,uninstall them:

l Legato EmailXtender Add-in for Outlook

l EMC EmailXtender 4.7 User Cache Client

Perform the following steps:

1. Verify that EMC SourceOne Offline Access is listed in Add/Remove Programs onthe client computer.

2. If Offline Access is not listed, install it.

3. After installing Offline Access, close Outlook.

4. Restart Outlook.

Verify that the following prerequisite components are listed in Add/Remove Programson the client computer:

l Microsoft .NET Framework 3.0 (or later)

l Microsoft Visual C++ 2005 RedistributableIf any components are missing, re-install Offline Access on the client computer.

With Outlook running, open Task Manager on the client computer and verify thatExOAAgent.exe is running.If it is not running, repair the .NET and VC ++ runtime components, and repair OfflineAccess.

In Outlook, perform the following steps:

1. select Tools > Options.

2. verify that the EMC SourceOne tab appears in the Options dialog box.

3. If the tab does not appear, repair the .NET, WSE, and VC ++ runtime components,and repair Offline Access.

Verify that the Default Outlook profile matches the logged-in username.For example, if a user logs in with an account that is not mail-enabled, and the Outlookprofile is configured to use a different account, Offline Access may not work correctly.

If EXOAAgent.exe is running on the client computer, but the user cannot retrieveattachments, determine whether the cache size has reached the maximum.


l To see the cache size, view the Support Information dialog box in Outlook (Tools> Options > EMC SourceOne tab > Support button).



Table 24 Troubleshooting checklist (continued)

Done Procedure

l To see the maximum cache size, view the Cache maximum size value on the EMC

SourceOne tab in Outlook Tools > Options.

l If the cache size is greater than or equal to the Cache maximum size value,

increase the Cache maximum size value. The cache maximum size defaults to20% of the available disk space.

EMC SourceOne Offline Access User Guide provides more information on testing theconnection to the server:In an EMC SourceOne environment:,

l Port 8001 must display a status of OK.

l Port 8002 may occasionally fail. If port 8001 fails consistently, repair the runtimecomponents.

Note

Verify network connectivity from another computer before repairing components. If theconnection fails on multiple computers, there could be a problem with the back-endservices.

Verify that users can retrieve archived messages with attachments.If Outlook displays the names of archived attachments with the extension .htmlappended to the original extension (for example, Instructions.doc.html), then the OfflineAccess client is not loading correctly. Repair all components.

Repairing the componentsThis section describes how to repair components used with Offline Access, including theOffline Access client software itself.

Note

If any of the repairs fail, uninstall and reinstall the component.

Repairing Microsoft Visual C++ RedistributableThe Microsoft Visual C++ 2010 SP1 Redistributable is integrated into the Offline Accessclient install.

If this redistributable is not already installed on the client computer, the Offline Accessclient install will install it.

Repairing Microsoft .NET frameworkPerform the following to repair .NET 4.0.

Procedure

1. In Add/Remove Programs, select .NET 4.0.

2. Click Change. The Change option may run a brief verification and not a full repair.


Repairing the components 91

Repairing EMC SourceOne Offline AccessPerform the following to repair EMC SourceOne Offline Access.

Procedure

1. In Add/Remove Programs, select EMC SourceOne Offline Access.

2. Click Change/Repair.

If the ExOAAgent.exe still does not run, delete the following Registry key:

HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Outlook

The key rebuilds when Outlook is restarted.

Offline Access and Microsoft OfficeThis section contains information about Offline Access and Microsoft Office.

Upgrading to Microsoft Office 2010 or 2013Consider the following scenarios.

Table 25 Upgrading scenarios

Scenarios Considerations

Upgrading Offline Access on aOutlook 2007 or 2010 host

Verify that Offline Access extension is registered andOffline Access is functioning.

On an Offline Access host,upgrading Outlook 2007 or 2010 toOutlook 2010 or 2013.

l Repair EMC SourceOne Offline Access. Refer to Repairing the components on page 91.

l Verify that Offline Access Add-In is active under File >

Options > Add-Ins.

Uninstalling Microsoft OutlookIf you install Offline Access, and then you decide to uninstall Outlook, you must uninstallthe Offline Access client software first.

Offline Access and expired passwordsOffline Access prompts users for login credentials when passwords expire.

This issue occurs in an EMC SourceOne environment, when the Offline Access statusagent authenticates with the server.

By default, the Offline Access status agent tries to authenticate with the server amaximum of three times. After the third try, Offline Access is set to an offline state, andusers are no longer prompted for login credentials.

To work online again, users must restart Outlook. Restarting provides the user with theopportunity to log in with the correct credentials. If the user continues to supply the



incorrect credentials, then the Offline Access status agent tries again three times toauthenticate with the server.

Configuring number of retriesTo change the number of times that the Offline Status Agent tries to authenticate with theserver, edit the value of the following Registry entry.

HKCU\Software\EMC\SourceOne\OfflineAccess\Config\MaxLogonAttempts

The MaxLogonAttempts value is the maximum number of attempts every two minutes. Avalue of 3 means no more than three attempts every two minutes.

A value of zero (0) gives the user one chance to input valid information.

Enabling and viewing log files for Offline AccessTo enable logging and view the log files generated during the use of EMC SourceOneOffline Access, refer to the following.

l EMC SourceOne Offline Access User Guide or online help.

l Configuring log files on page 57.

Uninstalling EMC SourceOne Offline Access client softwareThis section provides information on uninstalling EMC SourceOne Offline Access clientsoftware.

Uninstallation considerationsConsider the following information when uninstalling the EMC SourceOne Offline Accessclient software.

Offline Access icon is listed in the tray after uninstallAfter uninstalling Offline Access on a Windows 7 computer, the Offline Access tray iconstill appears as a selection in the Windows taskbar customize menu dialog box.

HKCU Registry entries remain after uninstallIf there are multiple users using Offline Access on a single computer, and if the OfflineAccess uninstall program is run by a privileged user, then the HKEY_CURRENT_USERentries remain in the Registry after uninstall.

Uninstalling does not remove Offline Access log filesBy design, log files are not removed when you uninstall Offline Access.

The location of the log file differs for Windows XP and Windows Vista:

l For Windows XP, the location of the log files is:

C:\Documents and Settings\<user>\Local Settings\Application Data\EMC\


Configuring number of retries 93

l For Windows Vista, the location of the log files is:

C:\Users\<user>\AppData\Local

Uninstalling removes the cache directory only for the user performing the uninstallBy design, the Offline Access cache directory is removed only for the user performing theuninstall, who must be a member of the admin group.

After Offline Access is uninstalled on a multi-user client computer, you must remove thecache directory for each user.

The default cache directory is the user's Application Data directory.

EMC SourceOne tab is not removed until you restart OutlookIf Outlook is running when you uninstall Offline Access, then the EMC SourceOne tab isnot removed from Outlook’s Options dialog box (Tools > Options).

Restart Outlook after uninstalling Offline Access.

Uninstalling the Offline Access software manuallyUse the following procedure to uninstall EMC SourceOne Offline Access client software byrunning the EMC SourceOne Offline Access Uninstall wizard in Uninstall mode.

Procedure

1. Close Outlook.

2. Log in as administrator. You can use either of the following options:

l Local system administrator

l User with local administrator privileges

3. In the Windows Control Panel, select Add/Remove Programs.

4. Select EMC SourceOne Offline Access.

5. Click Remove.

6. In the Support Information dialog box, click Remove to start the Uninstall Wizard.

Uninstalling the Offline Access software silentlyYou can silently uninstall the Offline Access software while retaining the cache and usersettings.


l For 32-bit operating systems, use the following syntax:msiexec /x {64FA2752-8263-43C6-B282-B6CD54CF41A1} /qnEX_SAVECACHE=True EX_SAVE_SETTINGS=True /l*voicewarmup! %temp%\ES1_OA_uninstall.log

l For 64-bit operating systems, use the following syntax:msiexec /x {C4F8EB12-6118-41C8-B7C7-9AAD6465A036} /qnEX_SAVECACHE=True EX_SAVE_SETTINGS=True /l*voicewarmup! %temp%\ES1_OA_uninstall.log

l Uninstall from Add/Remove Programs does not create an uninstall log.

l If you use Add/Remove Programs (in Windows Control Panel) to uninstall OfflineAccess, an uninstall log file is not created.

To enable uninstall logging on Windows XP for troubleshooting purposes (only under thedirection of EMC personnel), refer to the Microsoft article How to Enable Windows Installer



Logging in Windows XP:http://support.microsoft.com/kb/314852


Uninstalling the Offline Access software silently 95

http://support.microsoft.com/kb/314852



© 2011 - 2013 EMC Corporation. All Rights Reserved. EMC believes the information in this publication is accurate as of its publication date. The information is subject to change

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