Administration Guide
Release 6.6
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This documentation and software described herein is copyrighted. Under copyright laws, neither the documentation nor the software may be copied or reproduced in any fashion, except where explicitly stated and with the prior written consent of C2C Systems Limited.
Although C2C Systems Limited have tested and validated the software and reviewed the documentation, C2C Systems make no warranty or representation, either express or implied with respect to this software or documentation, the quality, fitness for purpose or merchantability, as a result this software and documentation are licensed ‘as is’, and you the licensee are assuming the entire risk as to their quality and performance.
All C2C Systems Ltd products are trademarks or registered trademarks of C2C Systems Ltd. Microsoft, Windows and Office are registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Other brand and product names are trademarks or registered trademarks of their respective holders.
C2C Systems Limited reserves the right to modify the specification of ArchiveOne at any time.
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Contents
1 Introduction
7
Product Overview 7 Components 9 New Features 102 Quick configuration and installation
19
3 Preparing for installation
21
Environment 21
Grouping Mailboxes into Repositories 21
Sizing 22 Choosing a Search and Retrieval Website location 24
Client Components 25
4 Installation
26
System Requirements 26
Installing the Service 29
Requirements for installation 32
Group Selection 33
Account Selection 34
Perform System Preparation 34
Post-install steps 34
Installing Admin 35
Installing a Storage Manager 36
Amazon S3 37
CA BrightStor ARCserve Backup 11 37 HP OpenView Storage Data Protector 38
QStar 38
EMC2
Centera 38
PowerFile PoINT 39
PoINT for other hardware 39
BridgeHead HT Data Repository 40
Any drive-mapped storage manager 40 Installing the Search and Retrieval Website 40 Installing the Message Link Form into Outlook 41
Installing the PST Processor 42
Installing Quick Link 42
Installing the Laptop Client 43
Using non-English language environments 44
Managing DCOM and firewall security 44
5 Getting Started
47
Basic Configuration 47
Basic Archiving 49
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6 Using ArchiveOne
51
Status Node 51
System Health Node 51
Mailbox and Journal Repositories Nodes 52
Mailbox Manager Node 54
Public Folder Manager Node 55
Policies Node 56
Archive Searches Node 58
Archive Updates 61
Investigations Node 62
Tag Definitions Node 62
Auto Tag Node 63
Coupled and Uncoupled PSTs Nodes 63
Recycle Bin Node 66
Roles and Users Node 67
Custom Properties 67
The Search and Retrieval Website 68
The PST Processor 69
PST Migration 73
Retrieving Public Folder Items 74
Preparing for Offline Synchronizing 74
Advanced Auditing 76
Browse Archive 76
Configuring SQL Server 77
Client Settings 78
7 Using Client Components
79
Quick Link 79
The Laptop Client 79
8 Roles and Users Management
81
Roles and Users introduction 81
Adding and deleting users in the Users Group 82
Assigning roles for users 82
Creating and deleting roles 82
Defining roles’ behavior 83
Overrides 84
Defining the mailbox search list 85
Import and export 85
Other administration issues 86
9 Status Configuration Pages
88
License Page 88
System Optimization Page 89
Retrieval Folder Page 90
Search URL Page 91
OWA Configuration Page 92
Mailbox Folders Page 93
Server Data Location Page 94
Offline Archive Page 94
Audit Server Page 95
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10 Mailbox Archiving Wizard
98
11 Repository Configuration Pages
101
Repository Name Page 101
Storage Manager Page 102
Index Location Page 103
Archive Location Page with no Storage Manager 104
Archive Page with a Storage Manager 105
Rate Control Page 106
Retention Page 107
Other Pages 107
12 Defining Policies
108
Policy Definition 108
Policy owning role 109
Search criteria 110
Where to search 115
When to search 116
When to stop 117
Actions 118
13 Examples of Policy Functionality
122
Drag and drop archiving 122
Tidy retrieved messages 122
14 Instant Message archiving
123
15 Federated Search
124
16 Web Administration
125
Dashboard 125 Legal Console 126 Audit Console 12617 Advanced Discovery
127
18 Index Optimization
128
19 Long-term Configuration
130
Security 131Restoring the Index 131
Multi-server Licensing 131
Moving the ArchiveOne Service, Exchange server or a repository 132
Service account password management 132
Environmental changes 133
Exchange permissions 133
Single Instance Storage 133
20 ArchiveOne Express
135
21 Exchange Journal Archiving
136
Compliance Capture using Journaling 136
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Appendices
A Supported Configurations
138
General points 138 ArchiveOne Service 138 ArchiveOne Admin 138 Configuration matrix 139Supported versions of Adobe PDF IFilter 139
B Licensing
141
C Data Files
142
D Event Scripting
143
Events 143 Example 145
E Event Log Entries
146
F Database Tables
149
G The Integration Framework
150
H Diagnosing Problems
151
Throttling Policy 153
I Getting Support
155
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1 Introduction
Product Overview
ArchiveOne provides Exchange Administrators with the tools they need to
maximize efficiency and reduce the costs of growing Microsoft Exchange
environments while complying with internal or government policies.
Built on a simple and flexible design, its extended management capabilities allow businesses to govern their data. It is designed for the “real world” where email data resides not just in Exchange or Office 365, but also on network file servers and end user systems – in the form of PST files – where it is not feasible to archive all email data before enforcing retention or searching messages. The “real world” approach of ArchiveOne separates it from the competition because it aligns with the needs of the business today and tomorrow.
ArchiveOne seamlessly integrates with Outlook and Outlook Web Access (OWA) and the majority of customers are installed, configured and ready to archive in one day, in fact many refer to it as a “set and forget” solution. End users can access archived data from their Outlook or OWA folders, even when offline, and in the event that an archived message is deleted, they can search the archive from an integrated web-based search portal.
With end users also able to access archived message from mobile devices, ArchiveOne really does provide a transparent end user experience.
Benefits at a glance
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• Scales to tens of thousands of mailboxes, across multiple Exchange servers • Flexible deployment with on- premise and hybrid cloud options
• Familiar UI for Exchange Admins
• Seamless, unobtrusive end user experience and mobile support • Compatible with all recent versions of Microsoft Exchange and Outlook
Key Features
Archive via policy for granular control over data
Implement detailed policies to archive, preserve, collect or expire live, PST file and archived data for defensible information management.
Archive via Journal for secure capture of email communication
Securely capture and store email communications for some or all members of your business to enforce compliance with government regulations.
Hold and preserve data
Enforce legal hold on messages, whether in mailboxes, PST files or the archive, to meet the demands of eDiscovery
Manage PST data and eliminate PST files
Discovery, centralize, migrate and eliminate PST data and control all corporate email centrally
Search live, personally stored PST & archive data
Find email data and fulfil eDiscovery requests without archiving – only archive data that needs to be retained
Enforce retention & deletion policies
Automatically maintain compliance and manage cost of archive
Sample live and archive data
Proactively monitor business for adherence to corporate policies
Product Versions
The two versions of ArchiveOne share the same core technology and features:
ArchiveOne Enterprise is designed for larger businesses with thousands of mailboxes. ArchiveOne Express is optimised for smaller organisations with up to 200 mailboxes.
Deployment Options
ArchiveOne has four deployment options. These can be deployed individually or as a unified application:
ArchiveOne Policy
Policy delivers the functionality needed to archive and manage all email data stored in Exchange without impacting end users.
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ArchiveOne Policy enables IT Administrators to execute email archiving and management policies against data in-place, to reduce storage capacity, improve server performance, enforce regulatory compliance, enable eDiscovery, and more.
The ability to manage data where it resides separates ArchiveOne Policy from competitors because it aligns with existing IT processes and infrastructure rather than changing them.
ArchiveOne Compliance
Compliance provides email archiving direct from the Microsoft Exchange Journal, maintaining a complete and secure archive of all email activity as required by various regulatory bodies.
ArchiveOne Compliance enables IT to securely capture email, enforce legal hold, and search archive data to manage compliance requirements, as well as fulfil eDiscovery request and support Information Governance strategies. When used in conjunction with ArchiveOne Policy, customers benefit from a highly effective email archiving and information management solution that reduces email server capacity, enforces regulatory compliance, and limits company liability – all without any end user involvement.
The biggest challenge with managing compliance is ensuring that all email communication for every individual to whom the various regulations apply is captured and secured without alteration. With ArchiveOne Compliance, emails are systematically captured at the point they are sent or received. There is no possibility of user intervention, alteration, or deletion, either inadvertent or intentional, because the process operates automatically in the background. Users are not required to do anything and their email environment is not compromised.
ArchiveOne PST Management
PST Management extends the functionality of ArchiveOne to include PST files stored on end-user machines and file servers across the organization.
PST files pose a unique problem to businesses for many reasons, and these problems are compounded because the scale of the problem is not easily quantified. PST files are usually widely scattered across the organization, and their owners and content are often unknown, so the process to manage them is difficult.
The PST Management option provides highly configurable PST capabilities that address the many challenges of managing PST files and the data within them systematically and effectively.
ArchiveOne Cloud DR
Cloud DR provides a cloud-based disaster recovery option for on-premises email archives.
It leverages public cloud storage services to provide a level of data protection and disaster recovery that most IT organizations are not able to achieve using on-premises resources alone.
Local archives are automatically synchronized with hosted cloud storage for complete data protection and business continuity. ArchiveOne Cloud DR uses Amazon’s S3 cloud for storage, and therefore brings Amazon’s industry-standard Service Level Agreement for availability and reliability.
Components
The components in ArchiveOne are:
• ArchiveOne Service – a service that runs on a Windows 2003 or later system and does the archiving by moving messages and/or attachments in mailboxes to storage. The archived data is replaced with links which reference the storage. There is typically one ArchiveOne Service installed per each Exchange site or admin group.
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• ArchiveOne Admin Console – a program used to configure the actions of the ArchiveOne Service. This can be installed and run by anyone running a suitable Windows PC who is in the defined list of users allowed to use it. Please reference Chapter 4 – “Installation” for more information.
• A Web site (Search and Retrieval Website) to allow users to search the archives of their own mailboxes, or mailboxes they have been granted access to, and to retrieve archived mail.
• A PST Processor application that discovers and processes PST files. This application can be run either from each computer with an active Outlook session, or from a centrally located server. • Quick Link Client, an optional component that can be deployed to user PCs that enhances the
integration of archive retrieval into Outlook
• Laptop Client, an optional component that can be deployed to laptop users to allow them to keep a copy of their archived messages on their laptop when they are disconnected from the network. • ArchiveOne Index Optimization Service, which performs background optimization of repositories
to speed up index searches.
• ArchiveOne Case Manager Service, which assists with Advanced Discovery operations.
• ArchiveOne Monitor Service, which runs alongside ArchiveOne Service and ensures it is running. If the ArchiveOne Service encounters any problems and shuts down, then ArchiveOne Monitor Service will restart it and re-run whatever activity ArchiveOne Service was doing at the time. Optionally, you can also install third party storage management software, not supplied by C2C Systems, to write archive data to a storage system such as an optical disk jukebox or a SAN. This is not necessary if you are writing archive data to locally connected hard drive or storage that emulates a locally connected hard drive.
New Features
ArchiveOne 6.6 has added:
• Combines the features of ArchiveOne Enterprise (Policy) and ArchiveOne Enterprise (Compliance)
• Full support for Exchange being in a hybrid configuration, where some mailboxes are online and some on premises
• Support for Windows Server 2012 R2 and Windows 8.1 • Support for journal archiving to journal repositories
• Tags can be added to archived items for ease of identification and retrieval and to prevent deletion
• Sampling has been incorporated into Archive Searches rather than being a separate node • Archiving can be optimized for performance or storage
• During first time configuration, you can choose whether to run the Quick Start or Advanced configuration process
• When running the Legal Console (in Web Administration web portal) you can specify the type of repositories to search - mailbox or journal
• When retrieving mails (from Admin) or previewing (from Legal Console) if the mail is a journal envelope it will be the mail inside the envelope which is retrieved or previewed
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• Support for Exchange 2013
• Support for Exchange Online and Office 365
• Support for Exchange Resource Forest and Cross Forest topologies • AOneSearch website now more reactive
• AOneSearch website data now more responsive to changes made in ArchiveOne Admin • Performance optimizations during archiving
• Selected repositories can be excluded from AOneSearch website data
• New ArchiveOne Deployment Analyzer tests – checks for SQL Express database size, CAS and EWS configuration
ArchiveOne Enterprise (Policy) 6.5.2 has added:
• Support for Outlook 2013, SQL Server 2012, Windows Server 2012, Windows 8 and Internet Explorer 10
• Improved resilience when using Cloud Storage • Faster startup of websites
• Rebuild Browse Archive database for a single repository • Improved diagnostic trace management
• Improved permissions management logic during installation
• Improved support for Search and Retrieval website used through a table or smart phone
• More efficient memory use when running very large archive searches (particularly recycle bin purge)
• More efficient Unarchive
ArchiveOne Enterprise (Policy) 6.5.1 has added:
• During index optimization, improved handling of partitions with errors • New policy action Change Retention Period
• PSTs are visually grouped by status
ArchiveOne Enterprise (Policy) 6.5 has added:
• A new user website combining the functionality of searching the archive, viewing a folder hierarchy from the archive and live mailbox search
• A new service will perform background optimization of repositories
• Message links will now appear formatted with links to directly retrieve attachments • New policy action to archive only the attachments to a message
• New policy action to archive a message and then delete the original • New storage manager supported – Amazon S3 cloud storage
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• Archive One Admin can be used to review the versions of Quick Link installed on users’ desktops • When Quick Link retrieves a message, it will be compressed on the server and decompressed at
the client, making retrievals faster over slow links
• Web sites and services will be kept activated, making connections faster • Improved appearance of Quick Link user interface
• Several new ArchiveOne Deployment Analyzer tests
ArchiveOne Enterprise (Policy) 6.3 has added:
• Archive searches are optimized to produce faster results for searches containing data criteria or mailbox criteria
• Policies can be configured to process Exchange 2010 Archive mailboxes
• PST Processing is configured centrally from ArchiveOne Admin, rather than through command line options
ArchiveOne Enterprise (Policy) 6.2 has added:
• Advanced Discovery (see Chapter 17 Advanced Discovery on page 127), which introduces the following features:
• Early Case Assessments (ECA, a summary of results) can be created as a result of running a policy or running an archive search
• Collection (a new policy action) can be used to copy mailbox messages into the archive without creating message links
• When performing an archive search, results can be retrieved into a repository
• When uncoupled PSTs are processed, ArchiveOne will attempt to determine who may have owned the PST. It will display a possible owner and confidence level
• New ArchiveOne Web Admin Dashboard widgets for performance tracking of 1st
and 2nd stage archiving and retrieval rates
• New ArchiveOne Web Admin Dashboard widget reporting repository sizes • A new policy search criterion “recipient” matches “From”, “To”, “CC” or “BCC”
• A PST can be disconnected from the user’s Outlook profile after processing without having to finalize the PST
• Roles and Rights can be applied to Web Administration widgets
• System Health results can be saved and deleted, and tests can be excluded
• ArchiveOne will configure an Exchange Throttling Policy (if the version of Exchange supports it) to allow it to process without being throttled by Exchange
• A new default policy will be created, to apply Message Link Reconfiguration to every mailbox in mailbox manager
• When configuring System Health, the details of the SMTP server to use can include advanced authentication details such as encryption type
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ArchiveOne Enterprise (Policy) 6.0 SR1 (6.0.1) has added: • Amazon Cloud Storage
• System Health process – regular health checks of the system • System Health checking during installation
• Removed requirement for a public folder store • Managing Exchange 2010 throttling policies
ArchiveOne Enterprise (Policy) 6.0 has added: • A web based administration dashboard • A web based legal console
• Enhanced auditing including web-based audit interrogation • Support for Outlook 2010 in 32bit and 64bit variants
• Enhanced item indexing by improved use of 32bit and 64bit IFilters including all versions of Adobe Acrobat
• PST Processing enhancements – progress reporting, improved control of archiving, disabling of PST management in Outlook, automatic finalization
• Improved archive search behavior, including progress reporting
• Laptop synchronization of offline repositories can use HTTP/HTTPS for synchronization • Admin-based control of Quick Link configuration
• Use of Outlook local forms cache for Quick Link forms • Improved archive search website for users
ArchiveOne Enterprise (Policy) 5.8.2 has added: • Support for Exchange 2010
• The configuration data (add-ins share) can now be placed on any server • Seamless upgrade of new releases
ArchiveOne Enterprise (Policy) 5.8 has added:
• Users can now browse the archive to examine their previously archived message using a new intuitive interface integrated into Outlook
• Forms based authentication capability is now available across all websites
• A new Mailbox Archiving Wizard to help configure repositories and policies automatically • Finalization of PST's is now centralized and no longer policy specific
• PST processing
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• Processing of uncoupled PSTs – PSTs not in an Outlook profile. • Support for Windows Server 2008.
ArchiveOne Policy Manager 5.4 has added:
• When configuring an archiving policy, a repository can be specified which will override the default repository configured for the mailbox.
• Federated search – any system that supports the OpenSearch protocol, such as Microsoft Search Server 2008, can be used to search the ArchiveOne Policy archive.
• Awareness of items tagged for ‘legal hold’ in repositories shared with ArchiveOne Compliance Manager.
• Use of language files to allow all components to be used in any language for which a translation is available.
• Full Unicode compliance, so all components can be used in far eastern environments.
ArchiveOne Policy Manager 5.3 has added:
• Unified Repositories – data generated by different Managers in the ArchiveOne family can be stored and shared in the same repository.
• Single Entity Archiving – when the same item is archived multiple times into a repository, it is only stored once and subsequent instances store only difference data.
• Sampling – an archive search can be run to produce only a subset of the items (eg 1 in 17) for sampling items in the archive
• Scripts launched during events such as service start-up can be configured to run synchronously rather than asynchronously.
ArchiveOne Policy Manager 5.2 has added: • Support for Exchange 2007 and Outlook 2007. • Ability to use Storage Controller Modules.
• Improved process for managing archive synchronization with offline client machines such as laptops.
• Improved process for managing archiving from PSTs. • Administrators working with 3rd
party Exchange applications, or needing to examine non-standard characteristics of messages, folders or mailboxes, can add custom MAPI properties to be searched on.
• An optional report created when messages are copied, to record the search criteria used and other details.
• Enhancements to the user interface for managing roles and administrative users. • Ability to copy or move found messages into a mailbox.
• When deleting items, a policy can be configured to bypass the dumpster. • When messages are copied or moved, the original hierarchy can be maintained.
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• Optional output of policy configuration and results data to a configured Access or SQL Server database.
• Ability to delete from the archive any message links that match a mailbox search, such as message links found in the dumpster.
• The data stored by the ArchiveOne Data Manager Service (the temporary list of messages queued for archiving) will now persist between reboots of the server.
ArchiveOne Policy Manager 5.0 has added:
• An alternative approach to the mechanism of archiving, optimized for the most common archiving activities.
• Analysis and reporting of archived data.
• The ability to configure where temporary data generated during archiving is stored, to optimize use of fast hard drive space.
• Improved load balancing of multiple Exchange mailbox servers during archiving.
• Quick Link can be used through a firewall, by using firewall-friendly protocols and prompting for authentication if necessary.
• Comments can be given explaining why an administrative search of the archive is being done – the comment is audited with the search.
• The ability to pre-configure a set of archiving policies based on details such as industry sector. • When items are retrieved from the archive during administrative search, they can be retrieved into
the originating mailbox or into a named mailbox, and can recreate the hierarchy in which the messages were originally archived.
• The process of finding messages to archive has been accelerated. • BridgeHead HT Data Repository can be used as a Storage Manager. • PoINT can be used as a Storage Manager.
• PST Migration – once messages have been archived from a PST, the message links and remaining items can be moved into the mailbox and the PST removed.
ArchiveOne Policy 4.2.2 has added: • Centera from EMC2
can be used as a Storage Manager. • PowerFile can be used as a Storage Manager.
• Compatibility with any drive-mapped storage manager.
• Quick Link now uses an alternative connectivity method, via the Search and Retrieval Website (renamed from the Search Website), to retrieve messages instead of DCOM (DCOM can still be used if desired).
• Enhancements to the PST processor – improved display of status information on the progress dialog.
• Enhancements to the user interface for managing roles and administrative users. • Message links now include the names of attachments in the message body of the link.
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ArchiveOne Policy 4.2 has added:
• Single Instance Storage management – if the same attachment is mailed to two people, whose mailboxes are archived at the same time, then only one copy will be stored in the archive.
• Removal of items from the archive, to recover storage space.
• Recycle bin, to manage items marked for deletion from the archive but not yet deleted.
• Role and rights management – administrators can be granted rights to use some features of ArchiveOne Admin but restricted from other features.
• Support for embedded messages.
• Policy results generated in XML as well as HTML and CSV.
• ‘Search archive’ folder contains a message directing OWA users to use the ArchiveOne Enterprise (Policy) Search Website.
• Support for archiving Instant Messages using IM Manager from IMLogic.
• An improved installation process to address permissions and latency issues during installation. • Installation of the ArchiveOne Enterprise (Policy) Search Website onto a server other than the
ArchiveOne Service server – typically, for installation onto a front-end OWA server. • Management of the service account password from within ArchiveOne Admin. • The results of every 2nd
stage archiving process can be automatically e-mailed to specified recipients.
• The history of all 2nd
stage archiving processes is recorded and can be viewed.
• The history of updates to repositories (eg size of index data) is recorded and can be viewed • If a large search is being attempted, a warning is given to the user.
• Improved selection of the diagnostic tracing level.
ArchiveOne Policy 4.1.7 has added:
• A monitor service to ensure the main service is running smoothly, and restart it if any problems occur.
• Better management and evidence collection if any problem mails are found while archiving. • Improved support for complex OWA configurations (SSL and configuring the name of the OWA
server to be used).
• Speeding up archiving by controlling whether existing message links are checked during archive policies.
• Temporary disk space usage can be directed to a disk other than the C: disk.
ArchiveOne Policy 4.1.1 has added:
• When searching for messages that meet criteria, if messages are found attached to a message (this happens if, for instance, a user selects two messages in Outlook then clicks ‘forward’), the attached ones will also be checked to see if they meet the criteria.
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• When searching for messages by recipient, many different representations of the recipient will be checked, including display name, primary e-mail address and e-mail addresses from other mail systems.
• Move and copy actions can put items into a PST file instead of a public folder.
• Changed the method of searching documents, so that an installation of Office is no longer required to search Office documents.
• Policy scheduling can be done to the granularity of minutes rather than hours. • Automatic deletion of old policy result files.
• Optional entries in the Event Logs of activities, to allow third party monitoring tools to track behavior
• Example policies for ‘Drag and drop’ archiving and deleting old retrieved messages. • ‘Thread monitor’ to alert unusual events while processing messages.
• ‘Safe mode’ to manage message processing after an unusual event. • New policy search criteria and conditions.
• User interface and service performance improvements.
ArchiveOne Policy 4.1 has added: • Archiving of public folder items.
• Folder Exclusions Manager to control which public folders can be archived. • Unarchive as a policy action.
• “Folder is replicated” policy search criterion
ArchiveOne Policy 4.0 has added:
• Data from different mailboxes can be stored in different repositories, which then means their storage and deletion behavior can be managed differently.
• Messages can be configured to expire, or can be deleted or put ‘on hold’ by an administrator. • Multiple archive searches can be configured and stored, then run when required.
• Archive searches can be much more complex than in ArchiveOne Policy 3.2.
• The improved Search Website will display in English, French or German, depending on browser language.
• A configurable limit to the amount of data written into the public folder temporary store, to prevent busy periods overloading the Exchange server.
• New component “Quick Link” to make the retrieval of messages more seamless in Outlook. • New component “Laptop client” synchronizes mailbox archive data onto the laptop so it can be
retrieved from when offline.
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• Support for BrightStor ARCserve Backup version 11 from Computer Associates as a storage manager.
• Control of the amount of data moved from the ArchiveOne Capacity archive to the ArchiveOne Policy archive.
• Two stage archiving, to archive old mail to a public folder store then archive very old mail to offline store. This can be particularly useful if you are upgrading from ArchiveOne Capacity and already have a public folder archive, and you want to move the older items offline.
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2 Quick configuration and installation
This document is about the installation and use of ArchiveOne. If you are installing and using ArchiveOne Express then the process is identical except for the areas documented in Chapter 20 ArchiveOne Express on page 135.
The next chapters after this one detail how to prepare your environment to run ArchiveOne so that it processes high volumes of your company data reliably for years to come.
However, you may want to install the product in a test environment to see how it runs on a small amount of data, without correctly sizing it for high volumes. If this is the case, follow the steps in this section to quickly configure ArchiveOne to get it running. If you subsequently decide to correctly configure and size it then you would need to read subsequent chapters and configure ArchiveOne accordingly.
This test will archive to hard drive, so will not make use of external storage hardware or a third party storage manager.
For a quick installation for low volumes of data:
• Choose a computer to install ArchiveOne on, which could be running an Exchange server, or has connectivity to one and has Exchange System Manager (see Section System Requirements on page 26 in Chapter 4 Installation for the full requirements for the system).
• Create a test mailbox on it called “test”, or choose an existing mailbox to use for testing the archiving and search/retrieval process.
• Create a directory on the computer where ArchiveOne will be installed, on a drive with at least 10GB of free disk space – for this example, we will use C:\AOnePol. This directory will be used for storage of the archived data (for a test run).
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• Run the installer on the ArchiveOne server. The installation process consists of two routines: a preinstallation phase, followed by the main installation. Install the ArchiveOne Service, ArchiveOne Admin, Search and Retrieval Website and Form. Choose the “automatic installation” option, accepting all defaults.
• In subsequent sections of this manual, for Index Base Directory use the value “C:\AOnePol\index”, for Archive Base Directory use the value “C:\AOnePol\archive”.
• To configure ArchiveOne, work through the steps in Section Basic Configuration on page 47 in Chapter 5 Getting Started.
• To run a test archive, work through the steps in Section Basic Archiving on page 49 in Chapter 5
Getting Started.
• To search for the messages you have archived, work through the steps in Section Basic Searching on page 50 in Chapter 5 Getting Started.
• If you want to reconfigure this system to be correctly sized and configured, you should read through the subsequent chapters. You can then re-run the configuration process by right-button clicking on the ‘Status’ node and choosing to re-run any of the configuration wizards.
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3 Preparing for installation
Environment
ArchiveOne can be run with or without third party storage management software:
• Archived data can be stored on local hard drive, in which case the administrator is responsible for regular backups.
• Archived data can be written to a storage system, which would typically be an optical disk jukebox or tape drive jukebox. This is managed by a third party storage manager, not supplied with ArchiveOne. It will take care of management issues such as producing duplicate copies of media for off site storage.
In addition to the archived data, ArchiveOne keeps an index that is smaller than the archived data, and allows fast searching of all archived messages and attachments. Even if you are writing archived data to offline storage, you still need a lot of disk space to maintain the index of that data. Subsequent sections of this manual will assist in judging how much disk space you will need.
The ArchiveOne Service would typically be installed on its own server, although it can be installed on the same server as an Exchange server. It needs fast connectivity to Exchange, connectivity to the storage manager (if you have one), and at least 10GB of local hard drive space.
See the Sizing guide (see Section Sizing on page 22 in Chapter 3 Preparing for installation) for how to calculate what size of server you need, and the requirements section (see Section System Requirements on page 26 in Chapter 4 Installation) for discussion of minimum and recommended specifications, and security considerations during installation.
You should run the “ArchiveOne Deployment Analyzer” to evaluate the suitability of any machine on which you are going to install any ArchiveOne component. This can be downloaded from
http://www.c2c.com
Grouping Mailboxes into Repositories
In order to correctly configure archiving for your mailboxes, you should consider the ways in which they can be grouped into different repositories. A repository is a store of the archives of a collection of mailboxes that have similar archiving characteristics.
There are several reasons for grouping them:
• A repository can impose a default retention period on all mail within it, so if you have a requirement to keep mail for one group of users for a different length of time from another group, you should put them in different repositories.
• A repository can be removed without affecting any other repository. If you need to archive some users, but know that in the future you will want to discard the archive and recover the disk space, then if you put them into their own repository you can delete it without affecting other users. • Repositories can occupy different disk areas. This means you can have different backup and
disaster recovery plans for different repositories. By having a small number of important users in one repository, you can recover their archive from disaster much faster than a large repository of other users.
• Repositories can be configured as to whether or not they use a storage manager, so you can store some mailboxes’ archives on optical disk or tape, while others on local hard drive.
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Typically all mailboxes processed by an installation could go into the same repository, or if there is a natural split in the types of users being archived then they could be split into several repositories. There is no maximum to the number of mailboxes that can be put into a single repository.
All the above detail about putting mailboxes into repositories can equally apply to public folders. When you select to process a public folder hierarchy, you can specify which repository its messages are archived into.
See Section Mailbox and Journal Repositories Nodes on page 52 in Chapter 6 Using ArchiveOne for more information.
Sizing
In order to correctly configure a system for archiving, it is necessary to know what the typical quantity of data to be archived each day will be. This can be considered in two parts, the Legacy Data Size which is the data which will be archived as soon as you first run ArchiveOne, and the Daily Data Size which is the amount of data to be archived each day.
For instance, if you intend to archive all data over 6 months old on a system that has been running for 2 years, then the Legacy Data Size will be the size of all data over 6 months old, and the Daily Data Size will be the average size of each days worth of data that is 6 months old – that is, the size of the data that was received 6 months ago less the size of the data that has been deleted.
You will not be able to determine these figures accurately, but you can make an estimate for sizing purposes, and adjust later once you have been archiving for a while. You can also consider different Daily Data Sizes depending on whether the day being archived (6 months ago) was a weekday or a weekend, if your business has differing levels of mail through the week.
If you have different types of user, and you are planning on archiving them to different repositories, then you should bear this in mind. You have to do the sizing calculations separately for each repository.
Once you have estimated the Legacy Data Size and Daily Data Size, you can work out how much disk the ArchiveOne Service will need access to (either local hard drives or fast connected networked storage):
• Filestore for long term storage of the index. This will typically start at 25% of the Legacy Data Size and grow each day by 25% of the Daily Data Size, and can be spread over multiple hard disks. The filestore will be called the Index Base Directory.
• Directories in the Index Base Directory will also be used for short term preparation of archive and index data, which may take up to an additional 3Gb.
If you are using a third party storage manager:
• Filestore for short term storage of archive files retrieved from the storage manager. This can be configured, but would typically be around 1Gb. This will be called the Archive Cache Directory. If you are not using a third party storage manager:
• Filestore for long term storage of the archive. This will typically start at 50% of the Legacy Data Size and grow each day by 50% of the Daily Data Size, and can be spread over multiple hard disks. The filestore will be called the Archive Base Directory.
Once you have decided how much storage space each directory needs, you should choose suitable locations on your server’s disks or on fast connected networked storage large enough to cope with the
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required size of data. Extra hard drives can be added to extend the Index Base Directory and Archive Base Directory.
For instance, consider an organization without a third party storage manager. They estimate their Legacy Data Size is 10Gb, and their Daily Data Size is 100Mb per day on weekdays and 4Mb per day on weekends.
After 1 year the Index Base Directory will be just over 9Gb (2500Mb for the legacy data, 260 days at 25Mb/day, 104 days at 1Mb/day) and the Archive Base Directory will be just over 18Gb (5000Mb for the legacy data, 260 days at 50Mb/day, 104 days at 2Mb/day).
If you are using a third party storage manager, then the archive and index files will be written to offline storage, which means you should expect 75% of the Legacy Data Size initially, and 75% of the Daily Data Size each day to be stored on it. You must have enough free media available to cope with that. When configuring a repository that uses CA BrightStor ARCserve Backup or HP Storage Data Protector, you should ensure that the path to the repository index is written as a reference to a local drive, not a UNC, and in all cases you should ensure that the path to the repository index does not make use of a mapped drive, as the ArchiveOne Service does not see the same drive mappings as logged on users.
All of the above needs to be considered for each repository, if you plan to have multiple repositories. For a given set of mailboxes, the storage requirement for their archive is the same whether the mailboxes are put into one repository or split over several repositories.
All the above applies to archiving public folders just as much as it does to archiving mailboxes. In particular, when public folder items are archived they are still moved into an archive public folder (a different set of folders that must not overlap the source public folder) before being moved out of Exchange.
PST archiving makes use of a temporary area on disk to store messages to be archived, instead of using public folder store. This area is part of the “Server data” area, which can be configured by running the Configuration Wizard (select ‘Run Configuration Wizard’ from the Status node’s menu) and changing the path on the ‘Server Data Location’ page. PST data will rest in this area between being found by PST processing and being archived, but this will typically be only a few hours at most. You should ensure that there is enough space in the disk area indicated by this path to hold temporary copies of all the mails in PSTs you are going to archive that have not yet completed archiving. Ideally you should monitor the size of this area as you introduce new PSTs for archiving, to ensure it is never flooded.
It is not usually necessary to allocate disk space for retrievals from the archive. If a user uses the Search and Retrieval Website to retrieve messages, they will be retrieved into a ‘Retrieved items’ folder in their mailbox. If an administrator searches the archive and retrieves from it, it will go into a mailbox, public folder or PST – sizing for this folder only needs considering if it is planned that a large number of messages will be retrieved from the archive, such as for systematic checking.
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Choosing a Search and Retrieval Website location
The Search and Retrieval Website is an IIS based application that enables users to retrieve their archived items. It can be run either on the server running the ArchiveOne Service or on another server.
If you have an externally accessible OWA installation and you are intending for users to connect to an OWA front-end server and retrieve archived items, you need to install the Search and Retrieval Website onto the front-end server. This is to ensure that once users have authenticated to OWA, they are not challenged to authenticate again to access the Search and Retrieval Website.
You need to choose a server name for the Search and Retrieval Website, which will be used to construct a URL of the form “http://servername/AOneSearch”. This must be an URL which can be resolved by anyone using the Search and Retrieval Website. This is because message links, which are small messages that allow users to retrieve their archived messages, have the Search and Retrieval Website URL hard-coded into them.
If you are going to have both internal and external users accessing your Search and Retrieval Website, you should use the external server name of the front-end OWA server for the Search and Retrieval Website URL, in which case you need to ensure that your internal users can still access that server using its external name.
For instance, a company has an external OWA presence on: http://mail.mycompany.com/exchange
…and this is hosted by a front-end OWA server whose internal name is “myserver”. The Search and Retrieval Website should be configured to use the name:
http://mail.mycompany.com/AOneSearch
…and the internal company DNS should be configured to use “mail.mycompany.com” as an alias for “mysever”.
If you access the Search and Retrieval Website internally using an external name (specifically, a name which has dots in it) then you may need to add this site to your ‘Trusted sites’ list in Internet Explorer to avoid an authentication request – this can be done centrally using a Group Policy.
This also means that if you change the physical server, you can keep the same logical name. This applies even if you do not have a front-end OWA server – you should still consider configuring an alias for the server in your company DNS, so that you can use the alias rather than the server name in the Search and Retrieval Website URL, and in future you can change the meaning of the alias if you move the server.
If the default website on the Search and Retrieval Website machine is configured to only allow SSL connections, then you will need to indicate this in the configuration.
The Search and Retrieval Website is also used by Quick Link so that users can retrieve archived items using Outlook in the same way as they view non-archived mail. For this reason, you should ensure you install the Search and Retrieval Website if you are planning on deploying Quick Link, even if you are not planning on making archive searching available to users.
In addition, the Search and Retrieval Website is used for PST archiving – the PST Processor sends data through the Search and Retrieval Website to the ArchiveOne Service to be added to the archive. You must ensure that any PCs who will be running the PST Processor have all configuration required to get access to the Search and Retrieval Website without prompting – for instance, if your Search and Retrieval Website is access through HTTPS, the PC running the PST Processor must have the necessary certificates installed and trusted so that users aren’t prompted for authentication or for certificate acceptance.
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Client Components
Once users’ mail is archived, they can use message links and search their archive successfully without any configuration changes being needed to their PC. However, there are two client components which, though not necessary, can improve functionality for the users while not affecting their working practices or needing any training.
• The Quick Link client makes retrieval from the archiving more Outlook-integrated. Without Quick Link, when a user clicks on a message link, they will see a URL. To retrieve the item, they must click on it, and will be shown the archived message using OWA. As an alternative, if they have Quick Link installed, when they view the message link in the preview pane they will see the start of the message with some instruction, and when they double-click to view, the archived message will be retrieved and shown using Outlook, if it is available. So, when directly connected to a fast archive, the user will not experience any difference, whether the message being viewed has been archived or not. Quick Link operation requires the Search and Retrieval Website to be installed. • The Laptop Client component assists with maintaining a copy of a user’s archive on their laptop,
so it can still be used when the laptop is disconnected from the network. If a user using a PC which has Laptop Client installed connects to a mailbox that has been prepared for offline use, then while they are online Laptop Client will silently copy their archive onto the PC’s local hard drive, and while they are offline any attempt to retrieve from the archive will retrieve from the local copy of their archive. The Laptop Client installation includes Quick Link.
You will need to consider whether you should distribute Quick Link to all desktop systems and Laptop Client to all laptop systems. For details on deployment, see Section Installing the Laptop Client and Section Installing Quick Link on page 42 in Chapter 4 Installation.
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4 Installation
This document is about the installation and use of ArchiveOne. If you are installing and using ArchiveOne Express then the process is identical except for the areas documented in Chapter 20 ArchiveOne Express on page 135.
System Requirements
The ArchiveOne Service runs on an Intel compatible server. The minimum hardware specification is:
• Dual Core 2GHz Processor • 1 GB RAM
• 5GB of disk space available, more you are using the laptop client • Sufficient storage for your archived data
The recommended hardware specification is: • Dual Core 2GHz Processor
• 4GB RAM
• 5GB of disk space available, more you are using the laptop client • Sufficient storage for your archived data
The supported Operating Systems and Applications are:
• Server Operating Systems: Windows NT, Windows Server 2000, Windows Server 2003, Windows Server 2003 R2, Windows Server 2008 (not Server Core), Windows Server 2008 R2 (not Server Core), Windows Server 2012, Windows Server 2012 R2
• Desktop/Client Operating Systems: Windows 2000, Windows XP, Windows Vista, Windows 7, Windows 8, Windows 8.1
• Exchange Server: Exchange 5.5, Exchange 2000, Exchange 2003, Exchange 2007, Exchange 2010, Exchange 2013 (at least Cumulative Update 2), Exchange Online (using Online Connector enabled through license)
• Outlook Client: Outlook 98, Outlook 2000, Outlook XP/2002, Outlook 2003, Outlook 2007, Outlook 2010, Outlook 2013
• ArchiveOne – the current release version plus two previous major versions (major version being an increment in the second digit of the version number, e.g. V6.2.x)
The Support Level is:
• For operating systems and applications that are currently under support from Microsoft, C2C will provide ‘full support’ (including bug fixing and/or escalation to Microsoft for operating system or application integration problems).
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• For operating systems and applications that are no longer under support from Microsoft, C2C will provide ‘best effort support only’ (including bug fixing and/or escalation to Microsoft for operating system or application integration problems).
Not all ArchiveOne features are available on all application and operating systems.
You should run the “ArchiveOne Deployment Analyzer” to evaluate the suitability of any machine on which you are going to install any ArchiveOne component. This can be downloaded from
http://www.c2c.com
The ArchiveOne Service can be installed on: • The same server that Exchange is running on.
• A separate server connected via LAN of at least 10Mbps to the Exchange server. You should ensure that the servers have synchronized clocks – this is default behavior for a Windows 2000 based domain, but must be configured manually for an NT based domain.
If you are using Exchange 2000, it should be at least on Service Pack 3. If you are using Exchange 2003, it should be at least on Service Pack 2.
If you are using Exchange on a clustered environment, then for further information you should check the C2C Support Website at:
http://support.c2c.com
During installation you may be prompted to download an addition component from Microsoft. This will happen if:
• You are using Exchange 2007 or later.
• You are using Exchange 2003 and do not have Exchange System Manager installed.
This component is called “Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1”. If you prefer, or if the system onto which you are installing has no internet access, this can be downloaded and installed beforehand from:
http://www.microsoft.com/en-us/download/details.aspx?id=39045
If you are connecting to Exchange 2010 this needs to be at least version 6.5.8190.0 and if connecting to Exchange 2013 or Exchange Online this needs to be at least version 6.5.8320.0.
Both the server running the ArchiveOne Service and the server running the Search and Retrieval Website must be running IIS 5.0 or later and have .Net Framework 3.5 installed. If it is running IIS 7.0 or later, it must have standard IIS Role Services installed, including ASP.NET.
To make full use of ArchiveOne features, the Exchange server to which ArchiveOne Service is connecting must have OWA configured on Exchange servers hosting mailboxes that are to be archived. If this is not the case, then users who search the archive of their mailboxes will be able to retrieve mail into their mailbox but will not be able to automatically view it.
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ArchiveOne Admin runs on an Intel compatible Windows 2003 or later running at least a P4 3GHz processor with at least 1Gb memory and 1Gb free disk space, that can communicate with the ArchiveOne Service and Exchange server. The operating system may be 32 bit or 64 bit.
The system onto which you are installing the ArchiveOne Service must not have Outlook installed. ArchiveOne Admin will install and run without Outlook installed, but items retrieved from an administrative search will not be viewable. It will offer full functionality if Outlook 2000 or later is installed.
Note that no systems should ever have Outlook installed as well as either Exchange Server or Exchange System Manager, as this is not a Microsoft supported environment.
During the installation, you will be asked to either specify the connection details for an existing SQL Server or SQL Server Express instance, or to allow the installation process to install SQL Server Express instance. The product will function without one of these, but not all functionality will be available. The installation will create databases on the given instance. None of the databases contain data critical to the archive; they can all be recreated from the archive if required (except for audit data).
When the installation is run to configure the ArchiveOne Service, the server must be logged into as a user that has all the following characteristics. With a default security configuration, a member of the ‘Domain Admins’ groups for all domains involved will have all these rights:
• Is a member of the machine ‘Administrators’ group of the machine on which the installation is taking place
• Is a member of the machine ‘Administrators’ group of the machine that is running Exchange • Has rights to create an Active Directory user and group
• Has rights to create an Exchange mailbox
• Has rights to set permissions on Exchange objects
If you have some but not all of these rights, you may still be able to install ArchiveOne – see Section
Requirements for installation on page 32 in Chapter 4 Installation.
If you are installing a third party storage manager, this has its own system requirements:
• BrightStor ARCserve Backup from Computer Associates, version 11 or 11.1, requires at least a 400MHz processor, 256Mb memory and 120Mb hard drive space for the product.
• Storage Data Protector from HP, version 5.1 or 5.5, requires at least 256Mb memory, 190Mb hard drive space for the product and 16Mb system disk free.
• The HSM product from QStar requires at least 64Mb memory and 70Mb hard drive space for the product
• Centera from EMC2
needs no additional store
• PowerFile PoINT requires an R200, R200DL or R200-ROM PowerFile jukebox and PoINT software, version 5.0
All storage managers may need more memory and storage, depending on the options installed and the size of the archive. Consult the storage manager documentation for further information.
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The PST Processor and the Outlook client components (Quick Link and Laptop Client) can be run on any Windows 2000 or later system that has Outlook 2000 or later installed. The operating system and Outlook version may be 32 bit or 64 bit.
The Search and Retrieval Website can be run on the same server as ArchiveOne Service, or on a different server, and additionally requires IIS version 5.0 or later. The operating system may be 32 bit or 64 bit. It can be used from a desktop system running Internet Explorer 5.5 or later, or a Smart Phone or Pocket PC running Pocket Internet Explorer 5 or later.
Once installation has completed, the AD account configured to run the service (recommended name is “ArchiveOneAdmin”) will be given the following permissions:
• Member of machine administrators (typically referred to as the “Local Administrators”) group on the ArchiveOne Service machine.
• Member of machine Administrators (typically referred to as the “Local Administrators”) group on the Exchange server.
• ‘Logon as a Service’ right on the ArchiveOne Service machine.
• ‘Receive-As’, ‘Administer information store’, ‘View information store status’ rights on the Exchange Organization (if connecting to Exchange 2007 or later) or Exchange Administrative Group (if connecting to an earlier version of Exchange)
The installation process also grants the ‘Receive-As’, ‘Administer information store’ and ‘View information store rights’ to the ArchiveOne Users group if there is one.
It may also update DCOM permissions, depending on the options chosen during setup.
When the Search and Retrieval website is installed, no specific rights are required to run it, as the website configures that the account running the service also runs the website.
If your ArchiveOne installation is going to be connecting to Exchange 2003 and you do not have Exchange System Manager installed on the server on which you are installing ArchiveOne, or it is going to be connecting to Exchange 2007 or later and you do not have Exchange Management Console installed, then you will be able to install but the installation will not be able to automatically create a user and group. In this case, before installation you should create a mailbox-enabled user in Active Directory (the recommended name is “ArchiveOneAdmin”) and a mail-enabled group (a Universal group if available, otherwise a Local group) in Active Directory (the recommended name is “ArchiveOneUsers”). The installation process will make all required configuration changes to this user and group.
If you are planning on processing an archive created using ArchiveOne Capacity then you should contact your reseller or C2C representative for advice on how to do this.
For more information about the rights required, see Section Requirements for installation on page 32 in Chapter 4 Installation.
Installing the Service
Before you install any software, you must:
• Work through the Sizing guide (see Section Sizing on page 22 in Chapter 3 Preparing for
installation) to have worked out your disk requirements.
• Choose an Exchange server – the ArchiveOne Service connects to a single Exchange server, which would typically be the server hosting the mailboxes:
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• If you are using Exchange on a clustered environment, then for further information you should check the C2C Support Website at: http://support.c2c.com
• This may be mailboxes in Exchange Online, for which you will need a license which enables the Online Connector
• Choose whether ArchiveOne Service should run on the same Windows 2003 or later system as the Exchange server, or another system. This decision will be based on server loading and LAN bandwidth availability, but installing ArchiveOne Service on a different server is recommended for live running environments.
• If your ArchiveOne installation is going to be connecting to Exchange 2003 and you do not have Exchange System Manager installed on the server on which you are installing ArchiveOne, or it is going to be connecting to Exchange 2007 or later and you do not have Exchange Management Console installed, then you will be able to install but the installation will not be able to automatically create a user and group. In this case, before installation you should create a mailbox-enabled user in Active Directory (the recommended name is “ArchiveOneAdmin”) and a mail-enabled group (a Universal group if available, otherwise a Local group) in Active Directory (the recommended name is “ArchiveOneUsers”). The installation process will make all required configuration changes to this user and group.
• If you are using Exchange Online, you need to have created a mailbox-enabled user (the recommended name is “ArchiveOneAdmin”) and granted it at least ‘receive as’ rights on all Exchange mailboxes to which ArchiveOne will need to log into to process.
• Log into this server as a user that has all the following characteristics. With a default security configuration, a member of the ‘Domain Admins’ groups for all domains involved will have all these rights:
• Is a member of the machine ‘Administrators’ group of the machine on which the installation is taking place
• Is able to update local groups on the machine that is running Exchange (you will have this right if you are a member of the machine ‘Administrators’ group of the machine that is running Exchange)
• Has rights to create an Active Directory user and group • Has rights to create an Exchange mailbox
• Has rights to set permissions on Exchange objects
If you have some but not all of these rights, you may still be able to install ArchiveOne – see Section Requirements for installation on page 32 in Chapter 4 Installation.
If you already have ArchiveOne already installed on this server, if it is version 5.8 or later you can run the new installation package and it will upgrade the previous installation.
During installation you may be prompted to download an addition component from Microsoft. This will happen if:
• You are using Exchange 2007 or later.
• You are using Exchange 2003 and do not have Exchange System Manager installed.
This component is called “Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1”. If you prefer, or if the system onto which you are installing has no internet access, this can be downloaded and installed beforehand from:
http://www.microsoft.com/downloads/details.aspx?familyid=E17E7F31-079A-43A9-BFF2-0A110307611E&displaylang=en
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If you are connecting to Exchange 2010 this needs to be at least version 6.5.8190.0 and if connecting to Exchange 2013 or Exchange Online this needs to be at least version 6.5.8320.0.
ArchiveOne is distributed as two executables:
• ArchiveOnePreInstall.exe – the pre-installation process which can be run in advance of the main installation. It creates the required user and group and installs the database engine (unless you already have one installed)
• Archive One Setup Enterprise.XXX.exe or Archive One Setup Express.XXX.exe (where XXX represents the version number) – the main installation process which installs all components
These can be downloaded from the C2C Systems web site at:
http://www.c2c.com/
Run ArchiveOnePreInstall.exe – this will ask some questions about your configuration:
• Choose the Exchange server (or CAS array name) or Exchange Online. Some questions will follow.
• Some automated System Health tests will check the configuration of the server. If these report any problems, you should investigate and if necessary cancel the installation.
• Specify a server to be used to host the configuration – on your Exchange server (this option may not be available if you have named a CAS array as your Exchange server), on the local server or onto another server. If you select another server, it must already have a share called “add-ins” which should be readable and writable by everyone (directories will be created within it with higher security).
• Specify a SQL Server instance for storing configuration data. You can choose to allow ArchiveOne Policy to create a SQL Server Express installation on the local machine, or give details of connection to an existing SQL Server or SQL Server Express instance. Various databases will be created on this instance. You can choose to proceed without specifying a database or allowing one to be installed, but some product functionality will not work.
• Specify a group to be created (the default name is ‘ArchiveOneUsers’) or the name of an existing group. Only members of this group will be allowed to run ArchiveOne administrative tools.
• Specify a user to be created (the default name is ‘ArchiveOneAdmin’) to use as the service account, or the name of an existing user. This account should be kept secure as it will be granted access to mailboxes.
• You may be asked about DCOM security, and you may need to make other configuration changes. See Section Managing DCOM and firewall security on page 44 in Chapter 4 Installation. Once the installation has completed, you may be requested to restart the system. This will only happen if a file that needs to be installed is already in use.
Then run Archive One Setup Enterprise.XXX.exe or Archive One Setup Express.XXX.exe (where XXX represents the version number) – this will ask standard installation questions, such as where to install the software.
The installation will also ask you which components you wish to install: • Select ‘ArchiveOne Service’.
