This section describes the prerequisites, software requirements, and installation procedures for installing Master Services software on a host computer. This section also describes how to configure two host computers running Master Services software for high availability using a Microsoft Clustering active/passive configuration.
Prerequisites
Table 23 provides an overview of the prerequisites you must complete before installing software.
Procedures
Table 24 provides an overview of the procedures to install and configure EMC SourceOne Master Services software on a host computer.
Table 23 Prerequisites
Prerequisite Details
System requirements Hardware, operating system, network connectivity, and prerequisite software requirements are described in
“Master Services host computer requirements” on page 61.
Accounts and permissions Ensure that:
• Active Directory accounts and groups and other permissions-related configuration is completed as described in “Pre-installation” on page 41.
• Database permissions are configured as described in
“Configure SQL permissions” on page 98.
Table 24 Procedures
Step Procedure Details
1 “Copy the setup executable locally” on page 104
Copies the installation executables locally.
2 “Install Master Services software” on page 104
Installs the EMC SourceOne Master Services software.
Copy the setup executable locally
To copy the setup executable for the EMC SourceOne Master Services software locally to the host computer:
1. Log in to the host computer using the EMC SourceOne installation account.
2. Navigate to the Setup\Windows directory on the EMC SourceOne
software kit.
3. Copy the ES1_MasterSetup.exe executable to a temporary
location on the host computer.
Install Master Services software
To install the EMC SourceOne Master Services software:
1. Navigate to the temporary location to which you copied the setup executable.
2. Double-click the ES1_MasterSetup.exe file and click Run. The
Welcome page displays.
Note: When the installer is run, it validates the system configuration to ensure that prerequisite components are installed. Depending on your system configuration, the installer may automatically install one or more prerequisite components before displaying the Welcome page. Automatically installed components are listed in “Establishing system requirements” on page 58.
4. Specify the destination directories:
a. The first destination determines where the primary EMC SourceOne Master Services software files are installed. Click
Change to specify a different directory, or accept the default
directory.
Note: You should choose a local drive other than the operating system drive. If you are installing Master Services software on an active/passive cluster (“Cluster EMC SourceOne Master computers” on page 109), ensure you install the software to a local drive on each node.
b. The second destination identifies the work directory, which is a temporary storage area for message processing. You should specify a directory with at least 1 GB free space.
5. Click Next to display the Logon Information page.
6. Enter the logon information:
a. Type the fully-qualified Domain.
b. Type the Service Account and Service Account Password.
Depending on the Active Directory accounts you created during the planning process, the service account used when installing the Master Services software can be one of the following:
For a more detailed discussion, see the following topics: – “Creating accounts in Active Directory” on page 43 – “Additional service accounts to support least privileges”
on page 81
c. Type the EMC SourceOne Security Group. The service
account you choose must be a member of this Security Group.
d. The Enable check box is already checked in the Service Logon
Policy region. This setting is required to enable services to run without a logged in user.
e. Click Next to validate the credentials and display the Database
page.
7. Enter the database information: a. Type the Activity Database name.
c. Click Next to display the Email Server Platform page.
8. Select one or more of the following email server types that will be used with EMC SourceOne:
• IBM Lotus Domino • Microsoft Exchange • Microsoft Office 365 9. Click Next.
10. If you are installing the EMC SourceOne Master Services software on a computer on which Lotus Notes is installed, the Email Environment page displays.
11. Enter the Notes password for the EMC SourceOne Lotus Notes account configured during the planning process (see “IBM Lotus Domino permissions” on page 57). Click Next to validate the
password and display the Ready to Install the Program page. 12. Click Install.
Once the installation is complete, the InstallShield Wizard Completed Page displays.
13. Click Finish. Do one of the following:
• If you are installing EMC SourceOne Master Services software on a system on which only Microsoft Outlook is installed, go to step 14.
• If you are installing EMC SourceOne Master Services software on a system on which Lotus Notes software is installed, a Lotus Notes configuration wizard is automatically launched. – Configure the Notes client software to use the EMC
SourceOne Lotus Notes account configured during the planning process (see “IBM Lotus Domino permissions” on page 57).
– Ensure that you copy the Notes ID file locally when prompted by the wizard.
– When the configuration is complete, exit the Notes client.
IMPORTANT
!
In a mixed-mail environment (Microsoft Exchange and IBM Lotus Domino), do not configure the Lotus Notes client as the default mail client. Microsoft Outlook must be the default mail client.
Cluster EMC SourceOne Master computers
For high availability, set up an active/passive Microsoft Clustering configuration for the two computers on which EMC SourceOne Master Services software is installed.
Prerequisites. Repeat the following procedures to install the EMC
SourceOne Master Services software on a second host computer:
◆ “Copy the setup executable locally” on page 104 ◆ “Install Master Services software” on page 104
Considerations — Configure each host computer as active/passive
nodes in a Microsoft Cluster using the following guidelines:
◆ Each computer requires Microsoft Cluster Administrator to
support the configuration.
◆ Each computer should be configured with dual Network
Interface Cards (NICs) to support a private connection between each node and a public connection to the network.
◆ The shared quorum disk and data resource disk should be
configured on a device accessible using the public network connection to both nodes.
◆ For detailed background information and instructions on
configuring Microsoft Clustering, refer to the Microsoft documentation set.
Procedure — To create a Group and Resource for EMC SourceOne
services:
1. On both nodes, set the following services to Manual:
• EMC SourceOne Address Cache (ExAddressCacheService)
• EMC SourceOne Job Scheduler (ExJobScheduler)
• EMC SourceOne File Mover Agent (ES1MoverAgent)
Note: While the Address Cache and Job Scheduler services are present on all master computers, the EMC SourceOne File Mover Agent service is only installed if you selected Microsoft Office 365 support when installing the Master Services software.
The new group is displayed in the Groups folder.
6. Right-click the new group and select New > Resource.
7. Enter a name for the resource (for example, EMC Master Service) in the Name field and select Generic Services from the Resource type dropdown list.
8. Click Next to display the Possible Owners page.
9. Click Next to display the Dependencies page.
10. Click Next to display the Generic Service Parameters page.
11. In the Service Name field, type ExJobScheduler.
12. Click Next to display the Registry Replication page.
13. Click Finish.
14. Right click the service and select Bring Online. The State field
indicates the service is Online.
15. Repeat steps 6 through 14 to create a resource for the
ExAddressCacheService service.
16. If Microsoft Office 365 support is installed, repeat steps 6 through 14 to create a resource for the ES1MoverAgent service.
17. Restart the Microsoft Cluster services. 18. Verify that the Group is Online.
19. Verify that the following services are set to Manual and are only running on one node:
• EMC SourceOne Address Cache • EMC SourceOne Job Scheduler • ES1MoverAgent (if used)