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SourceOne Email Management Version 7.2 SP9 Installation Guide REV 01 February 2020
SourceOne Email ManagementVersion 7.2 SP9
Installation GuideREV 01
February 2020
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2 SourceOne Email Management Installation Guide
9
Introduction 13Product overview.............................................................................................. 14
SourceOne Email Management.............................................................14Related products.................................................................................. 15
System architecture.......................................................................................... 18System components.......................................................................................... 18
Processing services.............................................................................. 19Databases.............................................................................................19Archives...............................................................................................20Storage................................................................................................ 20Applications......................................................................................... 20
Planning the Installation 23Pre-deployment planning.................................................................................. 24
Customer engagement.........................................................................24Roles and resources............................................................................. 24Analysis and design.............................................................................. 25
Example configurations.....................................................................................25Information resources.......................................................................... 25Blueprints.............................................................................................25SourceOne example configurations......................................................25Small-to-medium business configuration example................................26Enterprise configuration example.........................................................29Sizing and scalability.............................................................................31Performance metrics........................................................................... 32High-availability....................................................................................32Backup and restore.............................................................................. 32Disaster recovery................................................................................. 32
Pre-installation 33Pre-installation checklist overview....................................................................34Creating accounts in Active Directory...............................................................35Assigning permissions....................................................................................... 39
Common permissions assignment........................................................ 39Establishing system requirements.....................................................................49
Common computer requirements.........................................................50Email Management computer requirements.........................................58
Important Installation Considerations 61Common considerations (all products)............................................................. 62
Native Archive Index Work directory considerations............................ 62Hardware repurposing considerations ................................................. 62Important SQL Server considerations.................................................. 63Additional service accounts to support least privileges........................ 66
Preface
Chapter 1
Chapter 2
Chapter 3
Chapter 4
CONTENTS
SourceOne Email Management Installation Guide 3
Service account passwords..................................................................66Built in file level retention for NAS devices...........................................67
Email Management considerations....................................................................67Service account mailbox restrictions and workaround..........................67Indexing support for embedded Exchange messages........................... 67Search service startup......................................................................... 68Modifying the SourceOne Notes user account.....................................68
Microsoft Exchange..........................................................................................68TLS 1.2 support.................................................................................................68
TLS 1.2 requirements........................................................................... 68Update Microsoft SQL Server Native Access Client (SNAC)...............69
Updating from a previous release of SourceOne 75Updating the software...................................................................................... 76Important considerations.................................................................................. 76
Updating Discovery Manager Full edition............................................. 76Updating Discovery Manager Express edition...................................... 76
Supported update scenarios..............................................................................76Preparing for the update...................................................................................76
Estimate database update time............................................................ 76Communicate update impact to users..................................................80Preparing systems for update.............................................................. 80
Updating the SourceOne databases.................................................................. 81Database scripts................................................................................... 81Update the Activity database................................................................81Update the Archive database............................................................... 82Updating the Discovery Manager database (if used)............................83
Updating SourceOne server and client software...............................................85Guidelines............................................................................................ 85Procedure............................................................................................ 85
Post-update tasks.............................................................................................86Modifying custom web.config files.......................................................86Reconfiguring Single Sign-on (SSO).................................................... 87Address cache rebuild.......................................................................... 87Resuming operations............................................................................87Archiving content to complete the update........................................... 88
Installing Common SourceOne Components 89Pre-installation checklist...................................................................................90Installing common SourceOne components....................................................... 91
Installing databases using scripts..........................................................91Installing databases using the MSI installer.......................................... 93Configuring SQL permissions............................................................... 96Installing Master Services software..................................................... 99Installing the SourceOne Console application...................................... 113Installing Worker Services software.................................................... 116Web Services software....................................................................... 122Installing the SourceOne Search application....................................... 127Installing Mobile Services software.....................................................132Installing Native Archive Services software........................................ 136
Maintaining the installation.............................................................................. 142Removing a component...................................................................... 142Repairing a component....................................................................... 142
Chapter 5
Chapter 6
Contents
4 SourceOne Email Management Installation Guide
Centralized Installation and Upgrading Method: SourceOneComponents 143About the Central Installation and Upgrade feature......................................... 144Installing the SourceOne Management Agent..................................................144
Creating a shared repository for the SourceOne installation files....... 144Downloading the agent software........................................................ 145Installing the Microsoft pstool software............................................. 145Configuring installation settings..........................................................145Deploying the agent software............................................................. 147
Installing the SourceOne software on new servers.......................................... 148Completing the pre-installation checklist............................................149Installing and deploying the SourceOne Agent software..................... 149Updating the SourceOne account information....................................149Initializing the installation....................................................................153Installing the SourceOne software to the shared repository............... 154Starting the centralized SourceOne software installation process......155
Upgrading the software by using the centralized method................................156Completing the pre-installation checklist............................................ 157Installing and deploying the SourceOne agent software..................... 158Installing the SourceOne software to the shared repository............... 158Starting the centralized SourceOne software installation or upgradeprocess...............................................................................................159Completing the upgrade...................................................................... 161
Monitoring the SourceOne installation or upgrade...........................................162Reviewing the status of the upgrade.................................................. 162Reviewing the status of the SourceOne server...................................163Reviewing the list of installed components......................................... 165Reviewing the list of installed hotfixes................................................165Checking for file version mismatches................................................. 166
Installing Email Management Support 169Pre-installation checklist................................................................................. 170Installation overview.........................................................................................171Installing Email Management components for Exchange.................................. 171
Installing Extensions for OWA 2016..................................................... 171Installing Extensions for OWA 2007 or 2010 Support..........................174
Installing Email Management components for Domino..................................... 178IBM Domino support overview............................................................ 178Configuring administrator access to journaling databases.................. 180Installing Extensions for IBM Domino..................................................180Installing the ONM Viewer software................................................... 190
Maintaining the installation..............................................................................193Upgrading........................................................................................... 193Repairing a component....................................................................... 193Removing a component...................................................................... 194
Installing Elasticsearch 195Overview......................................................................................................... 196Installing Elasticsearch ....................................................................................197
Installing the Elasticsearch software...................................................197Configuring Elasticsearch data nodes................................................. 199Configuring the Elasticsearch master node........................................200Configuring the Elasticsearch query node ..........................................201
Validating that the Elasticsearch Cluster has been correctly configured.........204
Chapter 7
Chapter 8
Chapter 9
Contents
SourceOne Email Management Installation Guide 5
Validating each data node in the Elasticsearch cluster....................... 204Validating the query node.................................................................. 206
Configuring the Elasticsearch software.......................................................... 207Configuring archive folders to support Elasticsearch......................... 207Verifying index types..........................................................................209
Converting indexes from ISYS to Elasticsearch............................................... 210
Upgrading Elasticsearch 213Reindex Elasticsearch 1.x indexes ................................................................... 214
Increase or decrease the reindexing limit ........................................... 215Upgrade the Elasticsearch cluster to version 2.4.4..........................................215Reindex Elasticsearch 2.4.4 indexes ............................................................... 216
Increase or decrease the reindexing limit ........................................... 217Upgrade the Elasticsearch cluster to version 5.5.0..........................................217Upgrading to Elasticsearch 6.6.0 from Elasticsearch 5.x.................................218
Reindex Elasticsearch 5.x indexes ..................................................... 218Upgrade the Elasticsearch cluster to version 6.6.0.............................219
Configuring the Elasticsearch master node.....................................................220Configuring the Elasticsearch query node .......................................................221Configuring Elasticsearch data nodes............................................................. 224Validating that the Elasticsearch Cluster has been correctly configured.........225
Validating each data node in the Elasticsearch cluster....................... 225Validating the query node...................................................................227
Configuring the Elasticsearch software.......................................................... 228Configuring archive folders to support Elasticsearch......................... 228Verifying index types..........................................................................230
Domino Configuration and Administration 233Journaling configuration and administration....................................................234
Journaling administration................................................................... 234SourceOne journaling considerations................................................. 236Native Domino journaling considerations............................................ 237
Shortcutting configuration and administration................................................239Shortcutting administration............................................................... 239Shortcutting considerations................................................................241
Historical archiving configuration and administration.......................................241
Single Sign-on Support Example (Windows) 243Overview.........................................................................................................244
Example details.................................................................................. 244SourceOne Kazeon eDiscovery considerations...................................244
Single sign-on in Windows Server................................................................... 245Configuring Web Services site (SearchWS).......................................245Configuring the SourceOne Search site............................................. 249Configuring Mobile Services site (ExShortcut).................................. 250Restarting IIS......................................................................................251Configuring IIS authentication............................................................ 251Configuring Internet Explorer.............................................................253
Single Sign-on Support Example (Domino) 255Overview........................................................................................................ 256
IBM SSO solution...............................................................................256SourceOne Kazeon eDiscovery considerations...................................256
Chapter 10
Appendix A
Appendix B
Appendix C
Contents
6 SourceOne Email Management Installation Guide
Single sign-on in Windows.............................................................................. 257Enabling the DIIOP task on the Domino server................................... 257Installing the ExValidateLTPA web service......................................... 257Configuring IIS websites in Windows.................................................. 261Configuring IIS authentication............................................................266
Shortcut and UDA Icon Support for Outlook 269Overview.........................................................................................................270Publishing Custom Exchange forms................................................................ 270
Creating an Exchange Public Organizational Forms library.................270Configuring permissions for the library............................................... 271Replicating the forms library to other Exchange servers.....................271Reviewing the forms you can publish.................................................. 271Publishing forms to the library............................................................272
Appendix D
Contents
SourceOne Email Management Installation Guide 7
Contents
8 SourceOne Email Management Installation Guide
Preface
As part of an effort to improve the product lines, revisions of the software and hardware areperiodically released. Therefore, some functions that are described in this document might not besupported by all versions of the software or hardware currently in use. The product release notesprovide the most up-to-date information on product features.
Contact the technical support professional when a product does not function correctly or does notfunction as described in this document.
Note: This document was accurate at publication time. To find the latest version of thisdocument, go to Online Support (https://support.EMC.com).
Purpose
This document describes how to install SourceOne Email Management.
Audience
This document is part of the SourceOne Email Management documentation set, and is intended foruse by installers of the product, SourceOne system administrators, and mail server administrators.
Revision history
The following table presents the revision history of this document.
Table 1 Revision history
Revision Date Description
01 February 3, 2020 GA release of the SourceOneEmail Management 7.2 SP9Installation Guide.
Related documentation
The SourceOne documentation set includes the following publications.
SourceOne Products:
l SourceOne Products Compatibility Guide
l SourceOne Products Security Configuration Guide
SourceOne Email Management:
l SourceOne Email Management Installation Guide
l SourceOne Email Management Administration Guide
l SourceOne Email Management Release Notes
l SourceOne Email Management Localized Product Release Notes
l SourceOne Auditing and Reporting Installation and Administration Guide
l SourceOne Management Pack for Microsoft System Center Operations Manager Guide
l SourceOne Search User Guide
l SourceOne Disaster Recovery Solution Guide
l SourceOne 7.0 and later SNMP Trap Monitoring Solution Technical Notes
SourceOne Discovery Manager:
SourceOne Email Management Installation Guide 9
https://support.emc.com/
l SourceOne Discovery Manager Installation and Administration Guide
l SourceOne Discovery Manager Desktop User Guide
l SourceOne Discovery Manager Web Application User Guide
l SourceOne Discovery Manager Release Notes
l SourceOne Discovery Manager Localized Product Release Notes
l SourceOne Discovery Manager Desktop Quick Reference Cards
SourceOne for File Systems:
l SourceOne for File Systems Installation Guide
l SourceOne for File Systems Administration Guide
l SourceOne for File Systems Release Notes
SourceOne Offline Access:
l SourceOne Offline Access Installation and Administration Guide
l SourceOne Offline Access User Guide
l SourceOne Offline Access Release Notes
SourceOne Archiving for Microsoft SharePoint:
l SourceOne Archiving for Microsoft SharePoint Installation Guide
l SourceOne Archiving for Microsoft SharePoint Administration Guide
l SourceOne Archiving for Microsoft SharePoint Release Notes
l SourceOne Archiving for Microsoft SharePoint Archive Search Quick Reference Card
SourceOne for Microsoft SharePoint Storage Management:
l SourceOne for Microsoft SharePoint Storage Management Installation Guide
l SourceOne for Microsoft SharePoint Storage Management Administration Guide
l SourceOne for Microsoft SharePoint Storage Management Release Notes
SourceOne Email Supervisor:
l SourceOne Email Supervisor Installation Guide
l SourceOne Email Supervisor Administration Guide
l SourceOne Email Supervisor Web Application (Reviewer and Reports) Guide
l SourceOne Email Supervisor Release Notes
Special notice conventions that are used in this document
The following conventions are used for special notices:
NOTICE Identifies content that warns of potential business or data loss.
Note: Contains information that is incidental, but not essential, to the topic.
Typographical conventions
The following type style conventions are used in this document:
Table 2 Style conventions
Bold Used for interface elements that a user specifically selects or clicks,for example, names of buttons, fields, tab names, and menu paths.
Preface
10 SourceOne Email Management Installation Guide
Table 2 Style conventions (continued)
Also used for the name of a dialog box, page, pane, screen area withtitle, table label, and window.
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, file name extensions, prompts, andsyntax
l Commands and options
Monospace italic Used for variables.
Monospace bold Used for user input.[ ] Square brackets enclose optional values.
| Vertical line indicates alternate selections. The vertical line means orfor the alternate selections.
{ } Braces enclose content that the user must specify, such as x, y, or z.
... Ellipses indicate non-essential information that is omitted from theexample.
You can use the following resources to find more information about this product, obtain support,and provide feedback.
Where to find product documentation
l https://www.dell.com/support
l https://community.emc.com
Where to get support
The Support website https://www.dell.com/support provides access to product licensing,documentation, advisories, downloads, and how-to and troubleshooting information. Theinformation can enable you to resolve a product issue before you contact Support.
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The Knowledgebase contains applicable solutions that you can search for either by solutionnumber (for example, KB000xxxxxx) or by keyword.
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Preface
SourceOne Email Management Installation Guide 11
https://www.dell.com/supporthttps://community.emc.comhttps://www.dell.com/supporthttps://www.dell.com/supporthttps://www.dell.com/support
Live chat
To participate in a live interactive chat with a support agent:
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For peer contacts, conversations, and content on product support and solutions, go to theCommunity Network https://community.emc.com. Interactively engage with customers, partners,and certified professionals online.
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Feedback helps to improve the accuracy, organization, and overall quality of publications. You cansend feedback to [email protected].
Preface
12 SourceOne Email Management Installation Guide
https://www.dell.com/supporthttps://www.dell.com/supporthttps://www.dell.com/supporthttps://community.emc.commailto:[email protected]
CHAPTER 1
Introduction
This section contains the following topics:
l Product overview...................................................................................................................14l System architecture.............................................................................................................. 18l System components.............................................................................................................. 18
SourceOne Email Management Installation Guide 13
Product overviewSourceOne products comprise an enterprise solution which you can use to reduce the space that isrequired for email, file, and Microsoft SharePoint environments, and to aid in complying with legalrequirements for archiving content.
SourceOne products archive, retain, and organize content from Microsoft Exchange, IBM LotusDomino, SMTP mail servers, Microsoft SharePoint, and network file servers. Archived content isstored in the Native Archive, and can be searched by administrators and end-users withappropriate permissions.
SourceOne Email ManagementEmail Management is the base application or platform that is required for other SourceOneproducts.
The other SourceOne products include the following:
l SourceOne for Microsoft SharePoint
l SourceOne for Microsoft SharePoint Storage Management
l SourceOne for File Systems
l SourceOne Discovery Manager
l SourceOne Offline Access
l SourceOne Email Supervisor
Providing core architectureThe Email Management product provides the core architecture to support other SourceOneproducts. This architecture includes the components to support the core processing services,databases, archives, storage, and applications that are needed for both the Email Managementproduct and other SourceOne products.
Email Management featuresEmail Management supports the archiving of messaging content to enable companies to meetstorage management, compliance, and legal discovery requirements.
The Email Management software helps to:
l Reduce the storage load on messaging servers while still providing users with seamless,efficient access to messages stored on lower-cost storage.
l Retain messages for a specified time to meet mandated requirements such as the U.S.Securities and Exchange Commission (SEC) 17a-4 regulations, or to meet company-definedcompliance requirements.
l Preserve messages that may be required for litigation to satisfy legal discovery requirements.
l Provide advanced search capabilities that are designed for the discovery and management ofmessages for the purposes of complying with email regulations and policies.
l Enable role-based searches of messaging archives to support administrative and end-userrequirements.
l Enable administrators to search for email and export it to PST or NSF format using DiscoveryManager express edition.
For information about using the Email Management product, refer to the SourceOne EmailManagement Administration Guide.
Archiving messages
Introduction
14 SourceOne Email Management Installation Guide
Email Management performs the following types of email archiving.
l Journaling (archiving messages in real time)
l Historical archiving
l User-directed archiving
Real-time archiving
Email Management performs real-time archiving (also referred to as journaling) of messages fromthe following data sources.
l Microsoft® Exchange mail servers
l IBM® Lotus Domino® mail servers
l Drop directories into which SMTP mail is placed
Historical archiving
Email Management performs historical archiving of messages from the following data sources.
l Microsoft Exchange mailboxes and PST files
l Lotus Domino mailboxes and NSF files
User-directed Archiving
Email Management enables a mail user or mail application to direct messages to a specific folder inSourceOne Email Management for archiving.
Searching messages
Email Management enables the following types of searches.
l Using the SourceOne Search web-based application.
n Administrator searches–Administrators can perform search and restore operations onarchived messages for other users in the company.
n End-user searches–End-users can perform searches for archived messages with whichthey are associated.
l Using Discovery Manager express edition, administrators can search for email and export it toPST or NSF format.
Related productsThis section provides a brief description of additional SourceOne products. Specific informationabout how each product integrates with Email Management is provided in the documentation setwhich accompanies each product.
SourceOne Archiving for Microsoft SharePointSourceOne Archiving for Microsoft SharePoint is an add-on product to Email Management thataddresses long-term or specialized content archiving strategies. The product leverages theSourceOne Email Management architecture to provide access to archived content using searchuser interfaces.
SourceOne Archiving for Microsoft SharePoint requires that the SourceOne Email Managementsoftware be installed, regardless of whether you are using the email management features.
Archiving
SourceOne Archiving for Microsoft SharePoint supports the policy-based archiving of MicrosoftSharePoint content in the SourceOne archive to provide efficient storage of Microsoft SharePointcontent.
Search
Introduction
SourceOne Email Management Installation Guide 15
SourceOne Archiving for Microsoft SharePoint provides the following options for searching forarchived Microsoft SharePoint content.
l End-users can search for archived content using an Archive Search site that is integrated intoMicrosoft SharePoint.
l Administrative users can use the SourceOne Search application to search for archivedMicrosoft SharePoint content.
External BLOB Storage
SourceOne Archiving for Microsoft SharePoint provides the ability to offload the storing of binarylarge objects (BLOBs) from a SharePoint SQL Server to external storage.
For more information about installing, configuring, and using SourceOne Archiving for MicrosoftSharePoint, refer to the SourceOne Archiving for Microsoft SharePoint documentation set.
SourceOne for Microsoft SharePoint Storage ManagementSourceOne for Microsoft SharePoint Storage Management supports Remote BLOB Storage(RBS) which is used with Microsoft SharePoint Foundation 2010/2013 and Microsoft SharePointServer 2010/2013.
Remote BLOB Storage
Remote BLOB Storage provides the following:
l The ability to externalize the storage of BLOBs outside of the SharePoint SQL Server and onremote storage.
l BLOBs are stored directly on the selected storage.
l BLOB storage is configured at the content database level.
For more information about installing, configuring, and using SourceOne for Microsoft SharePointStorage Management, refer to the SourceOne for Microsoft SharePoint Storage Managementdocumentation set.
SourceOne for File SystemsSourceOne for File Systems is an add-on component to SourceOne Email Management thatenables your organization to gain control over unmanaged information residing on file sharesystems. By archiving content from file servers across the organization, administrators and end-users can leverage content indexing and search capabilities that are provided by SourceOne tosupport information governance, compliance discovery, and data protection.
SourceOne for File Systems requires the SourceOne Email Management software be installed,regardless of whether you are using the email management features.
For more information about installing, configuring, and using SourceOne for File Systems, refer tothe SourceOne for File Systems documentation set.
SourceOne Discovery ManagerThere are two editions of SourceOne Discovery Manager.
These editions include:
l The Full edition of SourceOne Discovery Manager is an add-on component to SourceOneeEmail Management that offers advanced search capabilities that are designed for thediscovery and collection of archived content for the purposes of:
n Litigation support.
n Compliance with organizational or industry-driven regulations and policies.
Introduction
16 SourceOne Email Management Installation Guide
l The Express edition of SourceOne Discovery Manager is included with SourceOne EmailManagement. Use the Express edition for quick search and export of archived email to PST orNSF files.
Note: You cannot install the Express edition of SourceOne Discovery Manager over the Fulledition.
For more information about installing, configuring, and using SourceOne Discovery Manager, referto the SourceOne Discovery Manager documentation set.
SourceOne Offline AccessSourceOne Email Management can remove messages and attachments from the mail server andreplace them with space-efficient stubs also referred to as shortcuts, which point to copies of themessages that are stored in the archive.
SourceOne Offline Access supports the following:
l Resolution of shortcut messages using Microsoft Outlook.
l The creation and maintenance of a local cache of messages and attachments which theMicrosoft Outlook user can access offline.
For more information about installing, configuring, and using SourceOne Offline Access, refer tothe SourceOne Offline Access documentation set.
SourceOne Email SupervisorSourceOne Email Supervisor is an add-on component to SourceOne Email Management that offersadditional advanced surveillance capabilities that are designed for compliance with emailregulations and policies, including message sampling, customizable automated procedures,intelligent cross-mailbox searching, and deleting.
For more information about installing, configuring, and using SourceOne Email Supervisor, refer tothe SourceOne Supervisor documentation set.
SourceOne Kazeon eDiscoverySourceOne Kazeon eDiscovery enables organizations to efficiently and cost-effectively classify,manage, and retrieve data.
For more information about installing, configuring, and using SourceOne Kazeon eDiscovery, referto the SourceOne for Kazeon eDiscovery documentation set.
Introduction
SourceOne Email Management Installation Guide 17
System architectureThe following figure depicts a sample SourceOne system architecture.
Figure 1 SourceOne architecture
System componentsThe following sections describe the components of the SourceOne system architecture.
Introduction
18 SourceOne Email Management Installation Guide
Processing servicesThe SourceOne processing services include Master Services software, Worker Services software,Web Services software, Mobile Services software, and a database server hosting the SourceOnedatabases.
The SourceOne processing services architecture is scalable, supporting the installation of allcomponents on a single host computer or allowing you to distribute them across multiple hostcomputers depending on the requirements of the environment.
Master Services softwareMaster Services software schedules and distributes jobs that are processed by Worker Servicessoftware that is installed on the same computer or on multiple computers, depending on the sizeand processing requirements of the environment.
Worker Services softwareWorker Services software performs archiving activities from various data sources. WorkerServices software can be installed on the same computer on which the Master Services softwareis installed or you can install Worker Services software on additional computers as needed. EachWorker Services computer can be configured to process only specific activities. Worker Servicescomputers assume control of jobs that are based on the type of tasks the Worker Servicescomputer is configured to process.
Note: The Discovery Manager Worker Services software is now installed as part of the EmailManagement Worker Services software.
Web Services softwareWeb Services software processes search requests from administrators and end-users andperforms shortcut resolution for Email Management users. The Web Services software is installedon one or more computers on which Worker Services software is installed.
Mobile Services softwareInstalling Mobile Services software creates an IIS website (ExShortcut).
Mobile Services software works along with Web Services software to support the resolution ofshortcuts for the following Email Management and File System users accessing them using a URL:
l Mobile users
l Outlook Web Access users
l Outlook users who do not have the SourceOne Offline Access installed.
For File Systems users, the Universal URL also supports resolution of links to files in the NativeArchive which were archived from a file server.
DatabasesThe following section lists the core Microsoft SQL Server databases are installed with EmailManagement.
Activity database
Maintains data that is associated with SourceOne system processing.
Native Archive database
Manages data that is associated with the SourceOne Native Archive, a role-basedarchitecture that manages the archiving, indexing, searching, and retrieving of content.
Introduction
SourceOne Email Management Installation Guide 19
Search database
Maintains data that is associated with the SourceOne Search application.
Note: Additional databases may be required for other SourceOne products. Refer to theproduct's documentation for details.
ArchivesSourceOne supports the SourceOne Native Archive.
The SourceOne Native Archive can be connected to one or more storage environments.
Native Archive softwareThe Native Archive software uses an architecture which can be configured to perform thefollowing roles.
l Archive
l Index
l Search
l Retrieve
The Native Archive software can be installed on a single host or multiple hosts, enabling you todedicate hardware to specific roles to match the organization’s archiving policies. For example, insmall-to-medium business environments, the Native Archive software can perform all roles usingone physical host. In enterprise environments, the Native Archive software can be installed andconfigured on multiple physical hosts that act as a single virtual host.
StorageA storage environment is required to house the large amount of data that is archived bySourceOne as well as databases, program disk data, and other configuration data.
Storage Area Network (SAN) storage can consist of a SAN or Network Attached Storage (NAS),or a combination of both depending on the size and throughput requirements of the specificenvironment. For details on the available storage options, refer to the SourceOne EmailManagement Administration Guide.
Connectivity to the storage devices can be provided using current device connectivity methodssuch as Fibre Channel, or iSCSI over Ethernet, depending on the type of storage environmentbeing used.
ApplicationsSourceOne applications provide administrators with the ability to manage the SourceOne systemand search the archives. End-user applications enable users to search for and retrieve archivedcontent.
SourceOne common applicationsThe following section describes the common applications which are packaged with the EmailManagement product.
SourceOne applications
Common applications are used with the following products.
l SourceOne Email Management
l SourceOne for Microsoft SharePoint
Introduction
20 SourceOne Email Management Installation Guide
l SourceOne for File Systems
l SourceOne Console
SourceOne Console
The SourceOne Console is a Microsoft Management Console snap-in that can be run from anadministrator’s desktop or other system that meets the system requirements. Administrators canuse the SourceOne Console to configure and manage the following.
l Archives, archive folders, and mapped folders
l Organizational policies
l Activities
l Filtering rules
l Job processing
l Applications and Web services
For more information about SourceOne Console features and capabilities, refer to theadministration guide for the product. Also, the SourceOne Console includes a single online helpsystem which supports all applicable SourceOne products.
SourceOne Search
The SourceOne Search application is typically installed on a web server and securelycommunicates with Web Services software installed on one or more Worker Services computersbehind the firewall. You can alternatively install the Search application on a Worker Servicescomputer.
SourceOne Search supports administrative searches for archived email, SharePoint, and filesystem content in the same user interface.
Introduction
SourceOne Email Management Installation Guide 21
Introduction
22 SourceOne Email Management Installation Guide
CHAPTER 2
Planning the Installation
This section contains the following topics:
l Pre-deployment planning.......................................................................................................24l Example configurations......................................................................................................... 25
SourceOne Email Management Installation Guide 23
Pre-deployment planningThe following section describes the planning activities that take place when deploying SourceOneproducts within the context of a Professional Services engagement. In cases where ProfessionalServices is not used, similar planning activities are required.
Customer engagementWhen Professional Services is engaged to plan and deploy one or more SourceOne products, theengagement is driven using a detailed customer engagement model. Resources from variousorganizations including Professional Services work with the organization’s internal IT organizationsto plan and run the deployment.
The timeline for customer engagement spans presale activities, deployment planning, deployment,and production.
Activities which take place before deployment include the following:
l Solution requirements definition–Typically takes place during the presale phase. The activityincludes gathering customer requirements, and determining initial license counts, servicedeliverables, and deployment timeline.
l Business requirements definition–Includes collecting and analyzing customer businessrequirements, metrics, and processes.
l Solution design–Includes translating business requirements into technical requirements,including license counts, hardware and storage requirements, and services estimate.
Roles and resourcesBefore installing SourceOne products, Professional Services works with the organization to definearchiving and computer use policies which protect business interests. This policy defines the rightsand obligations of employees regarding the use of company systems. It also clearly definesrestrictions.
After this policy is defined, it must be clearly communicated to all employees in the organization.Conduct employee training and awareness sessions to ensure that employees understand eachpolicy and its purpose.
The personnel that can be included in an installation of SourceOne products include:
l Professional Services and authorized partners–Trained to scope, install, and configureSourceOne components.
l Compliance officer–Defines and enforces company-wide compliance policies. Included before,during, and post installation as a consulting entity to enable administrators to configure thesystem to support compliance policies.
l Email administrator–Implements policies that are related to the organization’s messagingenvironment.
l Network administrator–Ensures the deployment team has the network environment that isconfigured to support the SourceOne system.
l Database administrator–Ensures the deployment team has the database environment tosupport the SourceOne system.
l Storage administrator–Ensures the deployment team has the storage environment andresources to support the SourceOne system.
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24 SourceOne Email Management Installation Guide
l Backup administrator–Ensures that the deployment team understands the requirements toback up the SourceOne system.
Analysis and designThe analysis and design effort includes the following environmental elements.
l Data infrastructure
l Network and storage environment
l Hardware and software requirements
l Impact of implementation to infrastructure
l Software configuration parameters
l Hardware and storage sizing
After these factors are understood, the Professional Services team can create a project plan whichdefines the solution and a plan for enterprise rollout.
Example configurationsThe configuration examples described in this section provide a basic deployment example designedto support high availability and can be scaled as the organization’s requirements grow and change.
Information resourcesYour account team can provide configuration options and details that are based on the size andscope of the SourceOne deployment. Also, several customer-facing white papers are available onthe Online Support site.
BlueprintsProfessional Services can provide assistance in sizing the environment, recommending aconfiguration, and deploying the configuration. SourceOne blueprints are available to assist withthis process.
SourceOne example configurationsThe following section describes two example configurations: one used by a small-to-mediumbusiness customer, and one used by an enterprise customer. This information is intended only toprovide examples of typical configurations.
SourceOne deployment details can vary greatly depending on the size of the environment andspecific product features. This can include considerations for Email Management, MicrosoftSharePoint, File Systems, and other products.
The examples that are depicted in this section include Email Management, Microsoft SharePoint,and File Systems:
l Small-to-medium business example configuration
l Enterprise configuration example
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Small-to-medium business configuration exampleThe following configuration can support the site using an architecture that distributes processingand archiving functionality across a minimal number of physical computers and storage.
Figure 2 SourceOne SMB configuration example
Basic configurationSourceOne supports the installation of the following software on a single computer.
l Master Services software
l Worker Services software
l Web Services software
l Native Archive Services software
l Console application (can be installed on this computer, one or more client computers, or both)
l SourceOne for Microsoft SharePoint Business Components Extensions (BCE)
l SourceOne for File Systems Business Component Extensions (BCE)
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l Search application (can alternatively be installed on a web server)
l Discovery Manager Server, express edition
l Mobile Services software
l DiskXtender (if used)
l Installation Agent
l Language Packs (Email Management, Discovery Manager, SharePoint, File Systems)
Native Archive disk configuration and storageThe following figure depicts a disk configuration and storage example for the SourceOne NativeArchive.
Figure 3 Native Archive SMB disk/storage configuration example
The configuration that is described in this section is an example.
Sizing details
The SourceOne Sizing Calculator and other resources can provide details on storage capacity,server configuration, and disk layout recommendations that are based on an analysis of yourrequirements. Contact your representative for details.
Disk configuration
In this example, drive configuration is as follows.
l C: = Operating system
l E: = Program files and trace log files
l F: = Work directories for temporary processing.
Work directories
Work directories include the following:
l SourceOne Work directory
n Temporary area that is required for SourceOne processing (excluding indexing)
n Created during Master software installation (subsequent Worker and Native Archivesoftware installations confirm that this directory exists)
n Requires a minimum of 1 GB of free space
l SourceOne Index Work directory
n Temporary area that is required for Native Archive computers performing the index role
n Created during Native Archive software installation
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n Requires a minimum of 20 GB of free space
n Must be on a local drive
n Cannot be on the operating system drive
Storage
In this example, shares are configured on a separate file server as follows.
l The Message Center folder is configured as a share and sized using the SourceOne SizingCalculator
l The Index folder is configured as a share and sized using the SourceOne Sizing Calculator
l The Container folder is configured as a share and sized using the SourceOne Sizing Calculator.Direct storage is also supported on Centera, Celerra, Data Domain, and NetApp
Note: Specific permissions for each share are configured as described in Assigning permissionson page 39.
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Enterprise configuration exampleThe following configuration can support large sites using an architecture which distributesprocessing and archiving functions across hardware and storage.
Figure 4 SourceOne enterprise configuration example
Basic configurationSourceOne software can be distributed across several computers.
For example, you can configure separate computers as follows:
l Dedicated SQL Server database host computer
l Master Services software that is installed on two computers which are clustered usingMicrosoft Clustering
l Two or more Worker Services computers with the following software installed:
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SourceOne Email Management Installation Guide 29
n Worker Services
n Web Services (on at least one Worker Services computer)
n Mobile Services
n Discovery Manager Server, express edition
n SourceOne for Microsoft SharePoint Business Component Extensions
n SourceOne for File Systems Business Component Extensions
l One or more computers (Master Services computer or a client computer) with the followingsoftware installed:
n SourceOne Console application
n SourceOne for Microsoft SharePoint Business Component Extensions
n SourceOne for File Systems Business Component Extensions
l The SourceOne Search application:
n Installed on one or more Worker Services computers and configured to communicate withWeb Services.
n Installed on an IIS web server and configured to communicate with Web Services on one ormore Worker Services computers.
l One or more computers with Native Archive Services software installed. Disk configuration andstorage configured.
l The Discovery Manager client application that is installed on one or more client computers andconfigured to communicate with the Discovery Manager Server, express edition.
Native Archive disk configuration and storageThe following figure depicts a disk configuration and storage example for the Native Archive.
Figure 5 Native Archive enterprise disk/storage configuration example
Sizing details
The configuration that is described in this section is an example. The SourceOne Sizing Calculatorand other resources can provide details on storage capacity, server configuration, and disk layoutrecommendations that are based on an analysis of your requirements. Contact your representativefor details.
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Disk configuration
In this example, each Native Archive computer has the following disk configuration.
l C: = Operating system
l E: = Program files and trace log files
l F: = Work directories for temporary processing.
Work directories
The following section list the SourceOne Work directories.
l SourceOne Work directory
n Temporary area that is required for SourceOne processing (excluding indexing)
n Created during Native Archive software installation
n Requires a minimum of 1 GB of free space
l SourceOne Index Work directory
n Temporary area that is required for Native Archive computers performing the index role
n Created during Native Archive software installation
n Requires a minimum of 20 GB of free space
n Must be on a local drive
n Cannot be on the operating system drive
Storage configuration
In this example, the two Native Archive computers can share the following storage configurations.
l Message Center stored on a separate file share, SAN, or NAS device
l Indexes that are stored on a separate file share, SAN, or NAS device
l Containers that are stored on a separate file share, SAN, or NAS device. Direct storage is alsosupported on Centera, Celerra, Data Domain, and NetApp
Note: Specific permissions for each share are configured as described in Assigning permissionson page 39.
Sizing and scalabilityUnderstanding specific information about the environment into which SourceOne is deployed iskey to determining the hardware, software, and storage resources required. Although SourceOneexample configurations provide base guidelines for these required resources, certain aspects canbe adjusted to meet the specific needs of the environment.
uses various tools to gather key information by working with the customer before a deployment toscope the environment. These tools include the Sizing Calculator. The resulting information is thenapplied to the framework of the configuration where components of the configuration can bescaled or extended.
For example, when sizing an Email Management environment, some of the factors that areexamined include:
l Total number of users.
l Number of messages per day.
l Percentage of messages with attachments.
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l Average size of attachments.
l Average size without attachments.
l Average number of recipients per message.
l Message deduplication percentage.
l Annual email usage growth.
l Typical business processing requirements.
The information that is provided by the SourceOne Sizing Calculator includes:
l Archive storage capacity.
l Additional storage considerations.
l Server and processing requirements.
l Standard server configurations (disk layout, spindle speeds, and other information).
For more information about the SourceOne Sizing Calculator, contact your account team.
Performance metricsProfessional Services uses information resulting from performance testing to establish aperformance baseline for a base configuration. SourceOne components can then be adjusted toachieve an expected level of performance.
High-availabilityAs an enterprise-class solution, SourceOne components must be configured to support highavailability and minimize system downtime. High availability is a combination of data protection,failover, and appropriate planning to eliminate both planned and unplanned downtime.
SourceOne is designed to support high availability by forming an infrastructure which includeshardware and software redundancy for all system components.
Also, it is important for the organization to have policies and procedures in place to supportbusiness continuity objectives. These objectives are defined and documented as part of theengagement between and key personnel representing the organization.
Backup and restoreInformation and procedures for performing backups of the SourceOne system is described in theSourceOne Email Management Administration Guide.
For backup and restore information for other SourceOne products, refer to the documentation setthat accompanies each product.
Disaster recoveryThe SourceOne Disaster Recovery Solution Guide provides configuration, failover, and failbackinformation for supported SourceOne configurations.
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CHAPTER 3
Pre-installation
This section contains the following topics:
l Pre-installation checklist overview........................................................................................ 34l Creating accounts in Active Directory................................................................................... 35l Assigning permissions............................................................................................................39l Establishing system requirements......................................................................................... 49
SourceOne Email Management Installation Guide 33
Pre-installation checklist overviewSpecific permissions, system requirements, and considerations for all products (common) andEmail Management are provided as subsections.
As you complete the tasks in each checklist, you can indicate it using the checklist that is providedin the following table.
Table 3 Checklist overview
Done Task Checklist
l Creating accounts in Active Directory on page 35.
l Assigning permissions on page 39
l Common permissions assignment on page 39
l Email Management permissions assignment on page 44
l Establishing system requirements on page 49
l Common computer requirements on page 50
l Email Management computer requirements on page 58
l Important Installation Considerations on page 61
l Common considerations (all products) on page 62
l Email Management considerations on page 67
Note: Before you begin implementing the accounts, permissions, and system requirements,review Important Installation Considerations on page 61 for information that may be relevantto the environment.
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Creating accounts in Active DirectoryThe following section provides a checklist for the tasks that are required to configure groups andaccounts in Active Directory.
Figure 6 Active Directory groups and accounts
Note: Users who are using the Full or Express edition of SourceOne DiscoveryManager must be in Active Directory. Email users whose email is searched do notneed to be in Active Directory.
Table 4 Accounts and permissions checklist Active Directory
Done Task Details Validation
Create the primary serviceaccount
All environments
The SourceOne primaryservice account is requiredin all environments toprocess SourceOneactivities.
Details are as follows:
l Password does notneed to be changed atnext login.
l Account does notexpire.
l Password does notexpire. See Serviceaccount passwords on
Ensure account issuccessfully created.
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Table 4 Accounts and permissions checklist Active Directory (continued)
Done Task Details Validation
page 66 forconsiderations.
l Must be in the samedomain as theSourceOne servers.
Email Managementenvironments only
In Exchange environments,optionally create anExchange mailbox for theprimary service account. Ifthe site disallows creating amailbox for a serviceaccount, see Serviceaccount mailboxrestrictions andworkaround on page 67.
Create Master Servicesservice account (optional)
All environments Theoptional
SourceOne MasterServices service account isspecified during MasterServices installation. Youcan alternatively use theprimary service account.See Additional serviceaccounts to support leastprivileges on page 66 forconsiderations.
Details are as follows:
l Password does notneed to be changed atnext login.
l Account does notexpire.
l Password does notexpire. See Serviceaccount passwords onpage 66 forconsiderations.
l Must be in the samedomain as theSourceOne servers.
Ensure account issuccessfully created.
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Table 4 Accounts and permissions checklist Active Directory (continued)
Done Task Details Validation
Identify or create OWAservice account (optional)
Email Managementenvironments only
The SourceOne OWAservice account is specifiedduring Extensions for OWAinstallation on Exchange.You can alternatively usethe primary serviceaccount. See Additionalservice accounts tosupport least privileges onpage 66 forconsiderations.
Details are as follows:
l Password does notneed to be changed atnext login.
l Account does notexpire.
l Password does notexpire. See Serviceaccount passwords onpage 66 forconsiderations.
l Must be in the samedomain as theSourceOne servers.
Ensure account issuccessfully created.
Create security group All environments
Create the SourceOnesecurity group. This grouphouses the serviceaccounts used withSourceOne. Details are asfollows:
l Created in a domainthat is fully trusted bythe domainsSourceOneapplications arerunning.
l Group scope isUniversal or Global ifUniversal is notavailable in theenvironment.
l Group type is Security.
Ensure group issuccessfully created.
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Table 4 Accounts and permissions checklist Active Directory (continued)
Done Task Details Validation
l Group name does notcontain specialcharacters.
Add service accounts tosecurity group
All environments
Add the following accounts.
l SourceOne primaryservice account.
l SourceOne MasterServices serviceaccount (if used).
l SourceOne OWAservice account (ifused).
Ensure accountssuccessfully added.
Create Admins group All environments Createthe SourceOne Adminsgroup. This group housesthe accounts fordesignated administratorswho will use the SourceOneConsole application. Detailsare as follows:
l Created in a domainthat is fully trusted bythe domainsSourceOneapplications arerunning.
l Group scope isUniversal (or Global ifUniversal is notavailable in theenvironment).
l Group type is Security.
l Optionally create anExchange emailaddress.
Ensure group issuccessfully created.
Identify or createadministrative accounts
All environments
Identify or create one ormore administrative useraccounts used to run theSourceOne Console.
Ensure account exists or issuccessfully created.
Add administrativeaccounts to Admins Group
All environments Ensure accountssuccessfully added.
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Table 4 Accounts and permissions checklist Active Directory (continued)
Done Task Details Validation
Add administrativeaccounts to the SourceOneAdmins Group.
Identify or createinstallation account
All environments
Identify or create one ormore installation useraccounts used to installSourceOne software.
Ensure accountssuccessfully added.
Assigning permissionsThe following section provides a checklist for the tasks that are required to assign permissions toSQL Server, computers, share locations, and data source environments.
Note: For information about permissions that are required for Discovery Manager (expressedition or full edition), refer to theSourceOne Discovery Manager Installation and AdministrationGuide.
Common permissions assignmentThe following section describes how to assign permissions to SQL Server, computers, sharelocations, and data source environments.
Task overviewReview the following.
Figure 7 SQL Server
Figure 8 Master
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Figure 9 Worker, Native Archive, Console computers
Figure 10 File shares and storage
Task checklistThe following checklist describes how to assign permissions common to all SourceOneenvironments.
Table 5 Accounts and permissions - permissions assignment
Done Environment/System
Task Details Validation
SQL Server Configure SQLdatabase installpermissions andSecurity Logins
Ensure that theinstallation account isa local administratorand has the SQLsystem administratorrole.
Configure thefollowing groups andaccounts as SecurityLogins in SQL Server:
l SourceOnesecurity group
l SourceOneAdmins group
l SourceOneinstallationaccounts
You will later assignindividual database
After SourceOne isinstalled, use theODBC TestConnection functionto confirm theconnection.
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Table 5 Accounts and permissions - permissions assignment (continued)
Done Environment/System
Task Details Validation
privileges to theselogins afterSourceOne databasesare installed.
Master computers Add service accountto localadministrators group
Add one of thefollowing serviceaccounts as amember of the localadministrators groupfor this computer:
l Primary serviceaccount, or
l Master Servicesservice account(if used)
This account isrequired to be amember of this groupto run the SourceOneJob Schedulerservice.
Ensure that theaccount was added.
Master computers Add installationaccount to localadministrators group
Add the SourceOneinstallation accountas a member of thelocal administratorsgroup for thiscomputer.
You can remove thisuser from the groupafter the installationcompletes.
Alternatively you canuse an existingaccount that is amember of the localadministrators groupto install thesoftware.
Ensure that you canlog in using theaccount.
Worker computers Add installationaccount to localadministrators group
Add the SourceOneinstallation accountas a member of thelocal administratorsgroup for thiscomputer.
Ensure that you canlog in using theaccount.
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Table 5 Accounts and permissions - permissions assignment (continued)
Done Environment/System
Task Details Validation
You can remove thisuser from the groupafter the installationcompletes.
Alternatively you canuse an existingaccount that is amember of the localadministrators groupto install thesoftware.
Native Archivecomputers
Add installationaccount to localadministrators group
Add the SourceOneinstallation accountas a member of thelocal administratorsgroup for thiscomputer.
You can remove thisuser from the groupafter the installationcompletes.
Alternatively you canuse an existingaccount that is amember of the localadministrators groupto install thesoftware.
Ensure that you canlog in using theaccount.
Console clientcomputers
Add installationaccount to localadministrators group
Add the SourceOneinstallation accountas a member of thelocal administratorsgroup for thiscomputer.
You can remove thisuser from the groupafter the installationcompletes.
Alternatively you canuse an existingaccount that is amember of the localadministrators groupto install thesoftware.
Ensure that you canlog in using theaccount.
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Table 5 Accounts and permissions - permissions assignment (continued)
Done Environment/System
Task Details Validation
Storage Configure storagelocation permissions
Configure SourceOneSecurity Group withpermissions for thefollowing storagelocations:
l Message Centerlocation
l Archive location
l Index location
l Job detail log filelocation
Configure thefollowing permissionsfor each location:
l Sharing tab.Configure thesecurity groupwith Full Controlpermissions tothe share.
l Security tab.Configure thesecurity groupwith Full Controlpermissions tothe share.
1. Log in to asystem as theprimary serviceaccount.
2. Access the shareand create a textfile.
3. Delete the textfile.
DiskXtender Add security group toDX administratorsgroup
If using DiskXtender,add the SourceOneSecurity Group to theDxAdministratorsgroup on theDiskXtender server.
Ensure that thegroup was added.
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Email Management permissions assignment
This section provides a task overview and checklists for the tasks that are required to assignpermissions specific to your email environment.
Figure 11 Drop directories
Figure 12 Network computers
Figure 13 Network computers: Microsoft Exchange
Figure 14 Network computers: IBM Lotus Domino
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General permissionsThis section describes general permissions that are associated with SourceOne EmailManagement.
Table 6 Accounts and permissions - permissions assignment
Done Environment/System
Task Details Validation
MIME dropdirectories
Configure dropdirectory permissionsfor MIMEmanagement
For drop directories into which youplace MIME messages to bearchived by SourceOne:
l Sharing tab. Configure thesecurity group with Full Controlpermissions to the share.
l Security tab. Configure thesecurity group with Full Controlpermissions to the share.
1. Log in to a system asthe primary serviceaccount.
2. Access the share andcreate a text file.
3. Delete the text file.
NSF dropdirectories
Configure dropdirectory permissionsfor NSF management
For drop directories into which youplace NSF files to be archived bySourceOne:
l Sharing tab. Configure thesecurity group with Full Controlpermissions to the share.
l Security tab. Configure thesecurity group with Full Controlpermissions to the share.
1. Log in to a system asthe primary serviceaccount.
2. Access the share andcreate a text file.
3. Delete the text file.
PST dropdirectories
Configure dropdirectory permissionsfor PST management
For drop directories into which youplace PST files to be archived bySourceOne in a single Exchangeforest configuration:
l Sharing tab. Configure thesecurity group with Full Controlpermissions to the share.
l Security tab. Configure thesecurity group with Full Controlpermissions to the share.
See the SourceOne EmailManagement Administration Guide forconsiderations in an Exchangeresource forest configuration.
1. Log in to a system asthe SourceOneprimary serviceaccount.
2. Access the share andcreate a text file.
3. Delete the text file.
Networkcomputers
Configure PSTdiscovery permissions
To support PST discovery andmanagement on network computersin a single Exchange forestconfiguration, add the SourceOnesecurity group as member of localAdministrators group for thesecomputers.
Network computers:
1. Log in to a system asthe SourceOneprimary serviceaccount.
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SourceOne Email Management Installation Guide 45
Table 6 Accounts and permissions - permissions assignment (continued)
Done Environment/System
Task Details Validation
See the SourceOne EmailManagement Administration Guide forconsiderations in an Exchangeresource forest configuration.
2. Access a computerfrom My NetworkPlaces.
3. Access C$ drive.
Microsoft Exchange permissionsThis section provides a checklist for the tasks that are required to configure permissions inMicrosoft Exchange.
Table 7 Accounts and permissions - Microsoft Exchange
Done Task Details Validation
Create Exchangejournaling mailboxes
Create one or more Microsoft Exchange journalingmailboxes. A journaling user account is associated witha Microsoft Exchange journaling mailbox that collectsmessages that are generated on a Mailbox Store. Mostconfigurations consist of several journaling users andmailboxes.
Envelope journaling is required for SourceOne. See Microsoft Exchange environment requirements on page58 for details.
A journaling user account is created in Active Directoryand must have the following characteristics:
l Member of Domain Users group.
l Password does not need to be changed at nextlogin.
l Password does not expire.
l Account does not expire.
l Journaling users/mailboxes
Ensure that the mailboxesare created.
Configure generalExchangepermissions
Grant the SourceOne primary service account and theSourceOne Admins group the following permissions:
Microsoft Exchange View-Only Administrator (at theOrganization level)
Note: If using Microsoft Exchange 2010 in a mixedenvironment (which includes both MicrosoftExchange 2010 and a previous Microsoft Exchangeversion), you must explicitly configure thesepermissions in Microsoft Exchange 2010. They donot automatically propagate over from previousMicrosoft Exchange versions.
1. Start the SourceOneConsole.
2. Check that theadministrator can viewthe mail serverhierarchy from theSourceOne Console.
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Table 7 Accounts and permissions - Microsoft Exchange (continued)
Done Task Details Validation
Configurepermissions forjournaling mailboxes
Grant the SourceOne primary service account Fullmailbox access to each journaling mailbox.
Test journaling mailboxaccess:
1. Open MicrosoftOutlook as the primaryservice account.
2. Open the journalmailbox Inbox folder.
3. Add and delete amessage.
Configurepermissions for usermailboxes
To support storage management that requires a higherlevel of permissions to access and change mailboxcontents, configure the following permissions,depending on Microsoft Exchange version.
Note: In a mixed environment of MicrosoftExchange 2010 and Microsoft Exchange 2013, maildoes not get pulled from the Microsoft Exchange2013 journaling mailboxes. When logging in to theWorker, errors occur. When pulling mail from thejournals on the Microsoft Exchange 2013 server,jobs fail.
To work around these limitations, from the AccountSettings, change the Microsoft Outlook configurationon the workers by selecting the Connect to MicrosoftExchange using HTTP checkbox:
l Microsoft Exchange 2013 and 2016 – Grant theSourceOne primary service account the Receive Asextended permissions.
Note: In a mixed environment (MicrosoftExchange 2013 and a previous version ofMicrosoft Exchange), grant these permissionsat the mailbox database level, targeting onlythe mailboxes on Microsoft Exchange 2013.You can then use the permissions that aredescribed in the following section for mailboxesthat are hosted on previous MicrosoftExchange versions.
l Microsoft Exchange 2010 – Grant the SourceOneprimary service account the Receive As extendedpermissions:
Note: In a mixed environment (MicrosoftExchange 2010 and a previous version ofMicrosoft Exchange), grant these permissionsat the mailbox database level, targeting onlythe mailboxes on Microsoft Exchange 2010.You can then use the permissions that aredescribed in the following section for mailboxes
Storage management:
1. Open MicrosoftOutlook as the primaryservice account.
2. Open a test usermailbox Inbox folder.
3. Add and delete amessage.
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Table 7 Accounts and permissions - Microsoft Exchange (continued)
Done Task Details Validation
that are hosted on previous MicrosoftExchange versions.
l Microsoft Exchange 2007 – Grant the SourceOneprimary service account the following extendedpermissions:
n Receive As
n Send As
Note: These permissions can be granted at theOrganization level (highest) to the individualmailbox level (lowest).
Review MicrosoftExchange 2010considerations
Review the following considerations if using SourceOnein an environment that includes Microsoft Exchange2010:
l Microsoft Exchange 2010 replaced the permissionsmodel that is used in Microsoft Exchange 2007with a Role Based Access Control (RBAC)permissions model. Refer to the MicrosoftExchange 2010 documentation set for moreinformation.
l Microsoft Exchange 2010 takes two hours toupdate the permissions cache. Restart theMicrosoft Exchange Information Store afterapplying permissions to activate the changes.
None.
Review MicrosoftExchange 2013considerations
Review the following consideration if using SourceOnein an environment that includes Microsoft Exchange2010.Microsoft Exchange 2013 takes two hours to updatethe permissions cache. Restart the Microsoft ExchangeInformation Store after applying permissions to activatethe changes.
None.
Review MicrosoftExchange 2016considerations
Review the following consideration if using SourceOnein an environment that includes Microsoft Exchange2010.Microsoft Exchange 2016 takes two hours to updatethe permissions cache. Restart the Microsoft ExchangeInformation Store after applying permissions to activatethe changes.
None.
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IBM Lotus Domino permissionsThe following section provides a checklist for the tasks that are required to configure permissionsin IBM Lotus Domino.
Table 8 Accounts and permissions - IBM Lotus Domino
Done Task Details Validation
Create Lotus Notesaccount
This account will later be specified on SourceOnehost computers to support message processing in aDomino environment.
To support all SourceOne activities, configure theaccount with the following:
l Manager privileges for all users mail files
l Delete access to all mailboxes
Perform the following to support all SourceOneactivities except archiving messages based on read orunread status, restoring messages from SourceOneSearch, and user-directed archiving:
l Editor privileges for all users mail files
l Delete access to all mailboxes Account name
1. Open a user NSF filefor test purposes as theSourceOne Notes user.
2. Add data.
3. Delete the data.
Configure Internetaddress and passwordfor Lotus Notes users
Ensure Lotus Notes users have an Internet addressand password configured. This is required for Notesusers to use SourceOne Search.
After SourceOne isinstalled, confirm that aNotes user can log in toSourceOne Search.
Establishing system requirementsThe following section provides minimum hardware, operating system, network connectivity, andprerequisite software requirements for components comprising a typical SourceOne systemconfiguration.
Note: Before you begin implementing the system requirements, review Important InstallationConsiderations on page 61 for information that may be relevant to the environment.
For information about requirements for SourceOne Discovery Manager, refer to the SourceOneDiscovery Manager Installation and Administration Guide.
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Common computer requirementsThe following section describes system requirements for host computers common to allSourceOne environments.
Database host computer requirementsThe following table describes the requirements for a dedicated Microsoft SQL Server databasehost computer.
Table 9 Database host computer base requirements
Component Description
Hardware The SourceOne Sizing Calculator provides recommendationsthat are based on the environment.
Important guidelines for the database administrator are alsoprovided in Important SQL Server considerations on page63.
OS Refer to the SourceOne Products Compatibility Guide fordetailed operating system requirements.
Disk configuration The SourceOne Sizing Calculator provides recommendationsthat are based on the environment.
General guidelines for your database administrator are alsoprovided in Important SQL Server considerations on page63.
Software Network High-speed connection to all components and systems in theconfiguration with sufficient bandwidth to process theexpected workload. Refer to the SourceOne ProductsCompatibility Guide for more detailed information aboutsupported versions of the software that is described in thissection.
Microsoft SQL Server l Enterprise Edition(recommended) orStandard Edition
l General guidelines for thedatabase administratorare also provided in Important SQL Serverconsiderations on page63.
Windows Server 2008 onlyconfigure firewall rules
If using Windows Server2008, configure the SQLServer executable(Sqlservr.exe) as anexception to the blockedprograms list.
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Table 9 Database host computer base requirements (continued)
Component Description
Refer to Microsoft'sdocumentation for details onconfiguring firewall rulesusing Windows Firewall withAdvanced Security inWindows Server 2008.
Important Considerations
Ensure that you review the important information in Important SQL Server considerations on page63.
Topics include the following:
l Database installation permissions
l SQL Server disk configuration
l Database partitioning
l Database installation options
l Collation settings
l Disaster recovery configuration
Master Services host computer requirementsThe following table describes the requirements for the host computers on which Master Servicessoftware is installed.
Table 10 Master Services host computer base requirements
Component Description
Hardware The SourceOne Sizing Calculator provides detailed recommendations that are based on theenvironment.
OS Refer to the SourceOne Products Compatibility Guide for detailed operating systemrequirements.
Disk configuration The SourceOne Sizing Calculator provides detailed recommendations that are based on theenvironment.
Network High-speed connection to all components and systems in the configuration with sufficientbandwidth to process the expected workload.
Software Refer to the SourceOne Products Compatibility Guide for more detailed information aboutsupported versions of the software that is described in this section.
Email software (Exchange) l No clien
