EMC SourceOne Discovery Manager

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EMC

®

SourceOne

™

Discovery

Manager

Version 7.2

Installation and Administration Guide

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Published November 9, 2015

EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice.

The information in this publication is provided as is. EMC Corporation makes no representations or warranties of any kind with respect to the information in this publication, and specifically disclaims implied warranties of merchantability or fitness for a particular purpose. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license.

EMC², EMC, and the EMC logo are registered trademarks or trademarks of EMC Corporation in the United States and other countries. All other trademarks used herein are the property of their respective owners.

For the most up-to-date regulatory document for your product line, go to EMC Online Support (https://support.emc.com). EMC Corporation

Hopkinton, Massachusetts 01748-9103

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7

Introduction 11

Discovery Manager overview... 12

Prerequisites...12

Two editions of Discovery Manager...12

Full edition...12

Express edition... 12

Discovery Manager Desktop and Discovery Manager Web Application... 12

EMC SourceOne central installation and upgrade feature... 13

Discovery Manager Architecture 15 Discovery Manager architecture...16

Component overview...16

EMC SourceOne Email Management...17

Discovery Manager database... 17

Discovery Manager Server software... 17

Discovery Manager Worker Services software... 17

Discovery Manager Desktop software...17

Discovery Manager Web Application... 18

High Availability 19 Discovery Manager Web Services high availability...20

Ports... 20

Temporary work directory size... 20

Discovery Manager activity processing high availability...21

Discovery Manager Windows Service...21

Discovery Manager Web Application high availability... 21

Accounts and Permissions 23 Controlling access to EMC SourceOne resources... 24

SQL database installation permissions... 24

Authorizing users... 24

Configuring Integrated Windows authentication... 24

Providing a network share for exporting matter content... 25

System Requirements 27 Database host computer requirements...28

Important SQL Server considerations... 28

Database maintenance... 28

SQL Server TCP port configuration... 28

Worker Services host computer requirements...29

Discovery Manager Desktop client computer requirements...29

Hardware requirements...29

Operating system requirements... 29

Preface Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5

Preface

As part of an effort to improve its product lines, EMC periodically releases revisions of its software and hardware. Therefore, some functions described in this document might not be supported by all versions of the software or hardware currently in use. The product release notes provide the most up-to-date information on product features.

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

Note

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

This document describes how to install, configure, and administer EMC®_SourceOne™

Discovery Manager. Audience

This document is part of the EMC SourceOne Discovery Manager and EMC®_SourceOne™

Email Management documentation sets, and is intended for use by Discovery Manager installers and administrators. This document applies to both editions of Discovery Manager (express edition and full edition).

Revision history

The following table presents the revision history of this document. Table 1 Revision history

Revision Date Description

04 November 9, 2015 Added an Updating the EMC SourceOne Discovery Manager Web Application section.

03 September 29, 2015 Updated supported update scenarios section.

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

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

CHAPTER 1 Introduction

This guide includes the following sections.

l Discovery Manager overview... 12

l Prerequisites...12

l Two editions of Discovery Manager...12

l Discovery Manager Desktop and Discovery Manager Web Application... 12

l EMC SourceOne central installation and upgrade feature... 13

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Discovery Manager overview

EMC SourceOne Discovery Manager enables discovery and secure legal hold of archived content in response to legal and regulatory notices and corporate policy complaints. With Discovery Manager, users can quickly find, review, and produce archived information relevant to an inquiry.

Discovery Manager is built around a legal matter or case metaphor. It supports secure, authorized investigator access, defensible collection results, and the chain of custody of content that is archived in EMC SourceOne and EMC EmailXtender archives.

Discovery Manager supports the Electronic Discovery Reference Model (EDRM) XML export standard for easy data transfer to final e-discovery production applications.

Prerequisites

Before installing Discovery Manager, you must install and configure the EMC SourceOne Email Management product. The EMC SourceOne Email Management product provides the core architecture to support Discovery Manager.

Two editions of Discovery Manager

The installation steps for installing Discovery Manager differ depending on whether you are installing the Full edition or the Express edition. The following sections include more information about the two editions.

Full edition

The Full edition of Discovery Manager is an add-on product to the EMC SourceOne Email Management product used to search for, collect, review, and export archived email in response to legal or regulatory notice, or corporate policy complaint.

Express edition

The Express edition of Discovery Manager is included with EMC SourceOne Email Management product used to search for, collect, review, and export archived email in response to legal or regulatory notice, or corporate policy complaint.

Note

Discovery Manager Express edition is intended for administrators, supervisors, or legal users to search the archive for other users’ items and export the results. It is not intended for users who want to export their own archived items.

Discovery Manager Desktop and Discovery Manager Web

Application

There are two Discovery manager interfaces. The first is the Discovery Manager Desktop interface, and the second is the Discovery Manager Web Application interface.

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Installation and administration of Discovery Manager differ depending on the interface you are using.

EMC SourceOne central installation and upgrade feature

You can use the SourceOne Central Installation and Upgrade feature to centrally install SourceOne components including the following.

l SourceOne Email Management l EMC SourceOne Discovery Manager l EMC SourceOne for Microsoft SharePoint l EMC SourceOne for File Systems

You can also use this feature to upgrade to SourceOne product service packs and hotfixes. The EMC SourceOne Email Management Installation Guide provides detailed instruction about how to install SourceOne software from a central location.

Introduction

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CHAPTER 2 Discovery Manager Architecture

This section contains the following topics.

l Discovery Manager architecture...16 l Component overview...16

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Discovery Manager architecture

This figure illustrates the tiered architecture of the Full edition of Discovery Manager. Figure 1 Discovery Manager architecture

Component overview

The components which comprise the Discovery Manager solution include the following.

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EMC SourceOne Email Management

Discovery Manager requires the EMC SourceOne Email Management infrastructure. For more information about establishing this infrastructure, refer to the EMC SourceOne Email Management Installation Guide.

Discovery Manager database

The Discovery Manager database is installed on a Microsoft SQL Server host computer (or SQL Server instance) and maintains data that is related to Discovery Manager.

Discovery Manager Server software

Discovery Manager integrates with EMC SourceOne Email Management by installing the Discovery Manager Server software on a host computer running the following EMC SourceOne Email Management software.

l Worker Services l Web Services

Web service

Installing the Discovery Manager Server software on an EMC SourceOne Web Services host computer adds the Discovery Manager Web service.

The Web service schedules the execution of several operations on behalf of the Discovery Manager client application, including discovery searches and, for the Full edition of Discovery Manager, copying results to a hold folder.

Server editions

There are two versions of the Discovery Manager Server software, one for each edition of Discovery Manager.

l _{ES1_DiscoveryMgrExpressServerSetup.exe is for the Express edition and}

is in the Email Management software kit.

l _{ES1_DiscoveryMgrServerSetup.exe is for the full edition and is in the}

Discovery Manager software kit.

Discovery Manager Worker Services software

Starting with version 6.8 of EMC SourceOne, the capability to process Discovery Manager activities is included in the Email Management Worker Services software. You can enable additional Worker Services computers to process Discovery Manager activities.

Discovery Manager Desktop software

You install the Discovery Manager desktop software on end-user computers. This thick client provides a user interface to perform discovery tasks that are based on the roles that are assigned to the user.

For more information about using the client software or the user roles, see the EMC SourceOne Discovery Manager Desktop User Guide.

Discovery Manager Architecture

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Discovery Manager Web Application

Users can access the Discovery Manager Web Application from their computers by using a supported web browser. Users can perform discovery tasks that are based on their assigned roles.

For more information about using the client software or the user roles, see the EMC SourceOne Discovery Manager Web User Guide.

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CHAPTER 3 High Availability

The following topics include information about providing a high availability configuration for Discovery Manager.

l Discovery Manager Web Services high availability...20

l Discovery Manager activity processing high availability...21

l Discovery Manager Windows Service...21

l Discovery Manager Web Application high availability... 21

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Discovery Manager Web Services high availability

You can install the Discovery Manager Server software on two or more EMC SourceOne Web Services host computers. You can also use a network load balancing using an appliance or software solution such as Microsoft Network Load Balancing Service (NLBS) to provide high availability.

Use the following procedure to ensure that the Web services are highly available for users of the client application.

Procedure

1. Install Discovery Manager Server software on two or more EMC SourceOne Email Management Worker Services/Web Services host computers.

Note

Install the same edition of Discovery Manager Server software on all host computers. Do not mix the Express edition and the Full edition.

2. Configure the load balancer to include these computers

3. Specify the virtual hostname for the load balancer when you install the Discovery Manager client software.

Ports

Depending on the configuration, the following ports should be configured in the network load balancing appliance or solution.

l SSL (recommended) – 443 l Non-SSL – 80

Temporary work directory size

The export to PST functionality provided by Discovery Manager may require a significantly larger temporary work directory than is normally required for a worker be available, depending on the configuration.

For example, consider a worker that is configured to:

l Only process Discovery Manager activities

l Process four simultaneous jobs with a maximum of 5 GB of data for each job

The work directory in this scenario would require at least 20 GB of free space.

Work directory configuration

The work directory is created when installing the prerequisite Email Management Worker Services software. If you intend to perform the type of processing described in the example, then ensure each Worker computer that is used with Discovery Manager has a work directory with an appropriate amount of disk space available.

Note

Disable virus scanning and Windows Desktop Search for the SourceOne work directory that is on the Discovery Manger server. If these applications are not disabled, then Discovery Manager exports fail.

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Discovery Manager activity processing high availability

When configuring load balancing of the Discovery Manager Web Service, you can enable additional workers to process Discovery Manager activities.

Discovery Manager Windows Service

Do not have the Discovery Manager Worker Windows Service enabled on more than two hosts. Installing Discovery Manager Worker Windows Service on two hosts provides a high availability (HA) deployment. However, having more than two hosts can cause excessive load on the Discovery Manager SQL Server and provides no additional deployment value.

Discovery Manager Web Application high availability

To provide high availability, you can install the Discovery Manager Web Application software on two or more host computers. You can also network load balance by using an appliance or software solution such as Microsoft Network Load Balancing Service (NLBS). Use the following procedure to ensure that the Discovery Manager Web Application is highly available for users.

Procedure

1. Install Discovery Manager Web Application software on two or more host computers which have IIS 7.5 or above installed.

2. Configure the load balancer to include these computers. 3. Specify the virtual hostname for the load balancer. Ports

Configure the following ports in the network load balancing appliance or solution.

l SSL (Recommended)—443 l Non-SSL—80

High Availability

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CHAPTER 4 Accounts and Permissions

This section contains the following topics.

l Controlling access to EMC SourceOne resources... 24 l SQL database installation permissions... 24 l Authorizing users... 24 l Configuring Integrated Windows authentication... 24 l Providing a network share for exporting matter content... 25

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Controlling access to EMC SourceOne resources

Discovery Manager uses the accounts and permissions model that is established when the EMC SourceOne Email Management product is installed.

Refer to the EMC SourceOne Email Management Installation Guide for more information about the accounts and permissions that are used with EMC SourceOne.

Note

The database permissions for the Discovery Manager database must be assigned after installing the database.

SQL database installation permissions

When you install or update the Discovery Manager databases, ensure that the installation account, that is used to log in to the SQL Server host computer, has one of the following.

l Is a member of the local administrators group l Has SQL system administrator server role privileges

Authorizing users

All Discovery Manager authentication and authorization is based on Microsoft Windows authentication. The Discovery Manager client application disables or hides functions for which a user does not have permissions.

Advantages include:

l Authorization information is stored in Microsoft SQL.

l Default and matter-specific roles are supported. Each user in Discovery Manager can

have different global and matter-specific roles. Matter-specific roles are available in the Full edition of Discovery Manager.

l Password information is not stored in Discovery Manager.

Configuring Integrated Windows authentication

Discovery Manager uses a Microsoft Internet Information Services (IIS) website that is configured to use Integrated Windows authentication. The Microsoft Internet Information Services (IIS) website is created when you install the Discovery Manager Server software. The Discovery Manager Web service is an IIS website, named DiscoveryManager, running on an EMC SourceOne Web Services host computer similar to other IIS sites used with EMC SourceOne.

You install Discovery Manager Server software on one or more EMC SourceOne Web Services host computers.

If you have already implemented a single sign-on (SSO) configuration in the EMC SourceOne Email Management environment, Integrated Windows authentication may already be configured.

Note the following:

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l If you use a separate service account for Discovery Manager, ensure that this account

also uses the same authentication configuration as the primary EMC SourceOne service account.

l For Windows Server 2008 R2 or 2012, ensure that you use the same role services

configuration for Discovery Manager Server as described for the SearchWS IIS site. The EMC SourceOne Email Management Installation Guide includes information about:

l Requirements, considerations, and configuration examples of Integrated Windows

Authentication for hosts running Microsoft Windows operating systems.

l Implementing SSO and configuration.

l Information about installing Web Services software.

Providing a network share for exporting matter content

Perform the following steps to allow Discovery Manager users to export matter content to a network share.

1. Establish a network share.

2. Grant permissions to Discovery Manager users to the share. 3. Communicate the share location to users.

Accounts and Permissions

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CHAPTER 5 System Requirements

This section includes information about hardware, operating system, network

connectivity, and software requirements for a typical EMC SourceOne Discovery Manager configuration. The EMC SourceOne Products Compatibility Guide includes information about the supported versions of components. Topics include:

l Database host computer requirements...28 l Worker Services host computer requirements...29 l Discovery Manager Desktop client computer requirements...29 l Discovery Manager Web Application host requirements... 31

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Database host computer requirements

You can install the Discovery Manager database on the same database host computer on which EMC SourceOne Email Management is installed, or on a separate database computer. In either case, Discovery Manager has the same SQL Server requirements as EMC SourceOne Email management,

The EMC SourceOne Email Management Installation Guide includes more information about database host computer requirements.

Important SQL Server considerations

Ensure that you review the information that is provided in the Important SQL Server considerations section of the EMC SourceOne Email Management Installation Guide. Many of these considerations may also apply when planning the Discovery Manager database implementation.

Database maintenance

The EMC SourceOne Email Management Administration Guide includes information about maintaining databases, including the Discovery Manager database.

Ensure that you review and use the information in the "Maintaining the EMC SourceOne databases (common)" section of the EMC SourceOne Email Management Administration Guide.

SQL Server TCP port configuration

When the Discovery Manager Worker service starts, it tries to establish a connection to the SQL Server database by using the default TCP port (1433).

If SQL Server uses the default configuration (which does not enable remote connections) the following error message appears in the EMC event log on the Discovery Manager server.

An error has occurred while establishing a connection to the server. When connecting to SQL Server 2008, this failure may be caused by the fact that under the default settings SQL Server does not allow remote connections.

You can configure SQL Server to allow connections using the default TCP port 1433. For information on configuring SQL Server to enable remote connections, see the following Microsoft KB article:

http://support.microsoft.com/kb/914277

If you configure SQL Server to enable remote connections, but choose to specify a TCP port other than port 1433, then you must also update the Discovery Manager

configuration files (after installing Discovery Manager Server) to access the correct port. Edit the following Discovery Manager configuration files:

Program Files\EMC SourceOne\DiscoveryManager\Server\Web.config Program Files/EMC SourceOne/DiscoveryManager/Server/bin/

DCWorkerService.exe.config

Use the following procedure to configure the SQL Server TCP port.

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Procedure

1. Open each file in an editor and search for the line that contains the string DatabaseServer. For example:

<add key="DatabaseServer" value="<SQL_Server_name>"/> 2. Modify the DatabaseServer line to include the port number by using the following

syntax (server name, port number). For example:

3. Save the changes to the files.

4. Restart the EMC SourceOne Discovery Manager Worker service.

5. Verify that Discovery Manager can now communicate with the SQL Server.

Worker Services host computer requirements

You install Discovery Manager Server software on EMC SourceOne Worker Services host computers. Refer to the Worker Services host computer requirements section in the EMC SourceOne Email Management Installation Guide for more information.

Consider the following:

l Discovery Manager Server software must be installed on an EMC SourceOne Worker

Services computer on which EMC SourceOne Web Services software is also installed.

l You can install Discovery Manager Server software on two or more Worker

Services/Web Services computer and use a network load balancing appliance or solution such as Microsoft Network Load Balancing Services to provide high availability.

l You can install additional Worker Services computers (with or without Web Services

software installed) and enable them to process Discovery Manager activities and provide high availability.

Discovery Manager Desktop client computer requirements

Ensure that the following requirements for dedicated EMC SourceOne Discovery Manager client computers are met.

Hardware requirements

Ensure that a standard desktop or laptop is used in a corporate environment.

Operating system requirements

Ensure that a supported operating system version is used.

Network requirements

Ensure the network has a standard connection to the corporate network.

System Requirements

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Software requirements

This section includes information about software requirements. Ensure that only supported versions of software are used.

Email software (Exchange)

Ensure that Microsoft Outlook is installed on the computer in order to use email software (Exchange).

Email software (Domino)

Ensure that IBM Lotus notes is installed in order to use email software (Domino). To view Lotus Notes email from Discovery Manager, install the EMC SourceOne ONM Viewer software. Refer to the EMC SourceOne Email Management Installation Guide for more information.

Email software (General)

Complete the following steps to configure email software (General). Procedure

1. Ensure that Outlook is the default mail client in the Exchange environment.

2. Ensure that EMC SourceOne software installation has validated that the email client version is supported.

Note

No email client is required for SMTP mail environment.

Computer display settings

Screen resolution is required to be a minimum of 800x600.

Language options

For Asian characters to display correctly in a Windows form application such as Discovery Manager, select the Install files for East Asian languages checkbox.

To install files for East Asian languages, use the Regional and Language Options dialog box in the Windows Control Panel. Refer to Microsoft documentation for more

information.

Microsoft Visual C++ Redistributable Package

This package is automatically installed with the Discovery manager software.

Microsoft .NET Framework Redistributable Package

This package can be installed manually or silently onto client computers. Ensure that Discovery Manager software installation has validated that the package is supported.

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Discovery Manager Web Application host requirements

Ensure that the following requirements for EMC SourceOne Discovery Manager Web Application hosts are met.

Operating system requirements

Ensure that a supported operating system version is used.

Network requirements

Ensure the network has a standard connection to the corporate network.

Software requirements

This section includes information about software requirements. Ensure that only supported versions of software are used.

Microsoft Visual C++ Redistributable Package

This package is automatically installed with the Discovery manager software.

Microsoft .NET Framework Redistributable Package

This package can be installed manually or silently onto client computers. Ensure that Discovery Manager software installation has validated that the package is supported.

Web browsers

Ensure that a supported web browser is used.

Internet Information Services (IIS)

In the Server Manager, enable IIS Management Compatibility by installing IIS Metabase Compatibility.

System Requirements

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CHAPTER 6 Updating from a Previous Version

This section includes the following topics:

l Updating from a previous version... 34 l Supported update scenarios... 34 l Important considerations... 34 l Preparing for update...35 l Updating the Discovery Manager server software and the Discovery Manager

Desktop client software...35

l Updating the Discovery Manager Web Application...36 l Updating the Discovery Manager database...39 l Update results...41

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Updating from a previous version

This section describes how to update an existing installation of the following.

l The Full edition of Discovery Manager to the Full edition of Discovery Manager 7.2. l The Express edition of Discovery Manager to the Express edition of Discovery

Manager 7.2.

Note

The EMC SourceOne Discovery Manager Installation and Administration Guide provides information about how to upgrade the Express edition of Discovery Manager to the Full edition.

Supported update scenarios

This section includes information about supported update scenarios.

The EMC SourceOne Discovery Manager Release Notes includes information about the update paths that EMC supports.

Note

Do not update software releases and upgrade product editions simultaneously.

Performing updates and upgrades simultaneously, can result in a non-functional product.

Important considerations

The process that is described in this section assumes that you have already updated to EMC SourceOne Email Management 7.2.

The EMC SourceOne Email Management 7.2 Installation Guide provides detailed instructions on how to update to the latest version of the EMC SourceOne Email Management software.

Updating Email Management and Discovery Manager together

If you intend to update both Email Management and Discovery Manager simultaneously, then follow the procedure that encompasses both products in the EMC SourceOne Email Management 7.2 Installation Guide. By updating both products together, you only have to make the system temporarily inactive or disabled once.

Component update order

Update Discovery Manager components in the following order. 1. Discovery Manager database, using the database upgrade scripts. 2. Discovery Manager server software.

3. Discovery Manager client software.

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Preparing for update

Perform the following tasks before updating to Discovery Manager 7.2.

Communicating update impact to users

During an update, client-generated activities do not function. You must communicate a planned outage to users to reduce the number of client requests while the update occurs.

Preparing Discovery Manager systems for update

Use the following procedure to prepare the EMC SourceOne Discovery Manager systems for the update.

Procedure

1. Use the Discovery Manager backup process to make the Discovery Manager system temporarily inactive or disabled:

a. Install and configure backup scripts and customize the scripts for the environment. b. Suspend Discovery Manager.

Note

The EMC SourceOne Discovery Manager 7.2 Installation and Administration Guide

includes information about performing a backup of Discovery Manager.

2. Wait for all Discovery Manager activities to complete. Depending on the Discovery Manager activities that are running, this may take several hours.

Preparing the Email Management system

You must update to EMC SourceOne Email Management 7.2 as described in the EMC SourceOne Email Management 7.2 Installation Guide.

Temporarily make the EMC SourceOne servers and applications inactive or disabled before performing the update of Discovery Manager.

Updating the Discovery Manager server software and the

Discovery Manager Desktop client software

Use the following procedure to update the Discovery Manager software. Procedure

1. Perform one of the following steps:

l For all servers that have the Full edition of the Discovery Manager server software

installed, update the software by running the Discovery Manager server installer ES1_DiscoveryMgrServerSetup.exe.

l For all servers that have the Express edition of the Discovery Manager Server

software installed, update the software by running the Discovery Manager Express Server installer ES1_DiscoveryMgrExpressServerSetup.exe.

Updating from a Previous Version

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Note

You cannot install the Express edition of the Discovery Manager Server software over an installation of the Full edition of the Discovery Manager Server software. Install the same edition of Discovery Manager Server software on all host computers. Do not mix the Express edition and the Full edition.

2. For all servers that have the Discovery Manager Desktop client software installed, update the software by running the Discovery Manager Desktop client installer. 3. Restart the Discovery Manager servers after the servers have been updated. 4. Restart the Email Management system as described in the EMC SourceOne Email

Management Installation Guide.

5. Use the Discovery Manager backup scripts to resume operation.

6. For all client computers on which the Discovery Manager Desktop client software is installed, update the software by running the Discovery Manager Desktop client installer.

Updating the Discovery Manager Web Application

Use the following procedure to update the Discovery Manager Web Application.

Note

The DiscoveryManagerWeb web.config file is overwritten during an upgrade. Changes to the web.config file, can occur directly or through the IIS Manager application. EMC recommends that you review the web.config file after the upgrade completes and reapply prior changes as necessary. The upgrade creates a backup of the existing web.config file. The backup file is renamed and includes a timestamp, for example, web.config.backup_10292015_055009AM. The backup file is saved alongside the new web.config file which allows you to compare the new and old files after the upgrade completes.

Procedure

1. Download the EMC SourceOne Email Management software kit from the EMC Online Support site at:

https://support.emc.com

2. Browse to the Setup\Windows directory in the EMC SourceOne Email Management software kit.

3. Copy the ES1_DiscoveryMgrWebSetup.exe file to a temporary location on the host.

4. Browse to the temporary location to which you copied the ES1_DiscoveryMgrWebSetup.exe file.

5. Double-click the ES1_DiscoveryMgrWebSetup.exe file.

The Welcome to the InstallShield Wizard for EMC SourceOne Discovery Manager Web page appears.

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Figure 2 Welcome to the InstallShield Wizard for EMC SourceOne Discovery Manager Web page

6. Click Next.

The Custom Setup page appears. Figure 3 Custom Setup page

7. Click Next.

The Server Information page appears.

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Figure 4 Server Information page

8. Click Next.

The Ready to Install the Program page appears. Figure 5 Ready to Install the Program page

9. Click Install.

The InstallShield Wizard Completed page appears.

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Figure 6 InstallShield Wizard Completed page

10.Click Finish.

Updating the Discovery Manager database

An update of the Discovery Manager database is a major process that might require business downtime and additional storage space.

Before you begin

1. Use the database upgrade estimator to plan for downtime and additional space requirements.

2. Shut down all EMC SourceOne and Discovery Manager services. 3. Perform a Discovery Manager database backup.

4. Optionally, clear the export shares in use (destination directories). Any data in these locations will be unknown to Discovery Manager after the upgrade.

Procedure

1. Log in to the SQL Server host computer by using an account with local administrator permissions on the SQL Server host computer and the SQL sysadmin role.

2. Browse to the Setup\Database\DiscoveryManager directory on the EMC SourceOne Email Management software kit.

3. Copy the contents of the Database\DiscoveryManager directory to the database server computer.

4. Run the batch file ExDisCo_Update_mssql.bat on the database server from the command line prompt and respond to the prompts:

D:\scripts> ExDisCo_Update_mssql.bat

EMC SourceOne 7.2 Discovery Manager Database Update Program

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5. At the following prompt, type the name of the SQL Server host on which the Discovery Manager database is installed. If you press Enter, the default, local host, is used: Specify SQL Server for Discovery Manager database (default: localhost):

Note

If you use a named instance, type the SQL Server name and instance in the following format: hostname\instance.

6. Type the name you assigned to the Discovery Manager database when you installed Discovery Manager. If you press Enter, the default, DiscoveryManager, is used as the database name.

Specify Discovery Manager Database Name (default: DiscoveryManager):

7. At the following prompt, enter the server for the Activity database: Specify Server for Activity database (default:localhost) 8. At the following prompt, enter the Activity database name:

Specify Activity Database Name (default:ES1Activity)

9. Select (Y or N) depending on whether or not you want to display database statistics and upgrade estimates.

Display database statistics and upgrade estimates? (Y/N default:Y) Note

Take advantage of the upgrade estimates for your deployment to correctly plan both time and space requirements. You must run the script once to perform only the estimate without the upgrade step.

10.Select (Y or N) depending on whether or not you want to view the log file that is created after the update. If you press Enter, the log file will not open after the update is complete. The log file (ExDisCo_Update_mssql.bat.log) is created in the temporary directory where you placed the database update scripts.

View log file (Y/N)? (default: N)

11.If you chose Y in step 9, you are prompted to start the database update: Upgrade the database (Y/N)? (default: Y)

When you are ready, select Y to start the database update.

12.Review the resulting messages to ensure that the update completed successfully.

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l If the following message appears, the update was successful:

[Date/Time]:SourceOne 7.2 Discovery Manager Database update program finished

l The following message appears if there was a problem:

Errors encountered during Discovery Manager Database update process. Check the log files for errors and rerun the update. Check the log file for more information.

13.Review the log file ExDisCo_Update_mssql.bat.log. The file is generated in the temporary directory where you placed the database update scripts.

Update results

An update of the Discovery Manager client application has the following effects on persisted user information.

l All grid persistence information is deleted from the user’s preference file

ExUserPreference_user.xml in the install directory.

l Information such as the last selected export location, Quick Click tag, and the last

selected address book source is retained.

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CHAPTER 7 Installing the Discovery Manager Server and

Database

This section includes information about installing the Discovery Manager server and database. Topics include:

l Prerequisites...44 l Installation overview... 44 l Installing the database by using scripts...45 l Installing the database using the MSI installer... 46 l Configure SQL permissions... 49 l Installing the Discovery Manager Server software... 50 l Adding Discovery Manager workers (Optional)...55 l Upgrading from Express edition to Full edition...55

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Prerequisites

Before beginning the installation procedures detailed in this section, ensure that the items in the following checklist are complete.

Table 3 Pre-installation checklist

Activity Description Install and configure EMC

SourceOne Email Management

Review the following documents:

l _{EMC SourceOne Email Management Installation Guide} l _{EMC SourceOne Email Management Administration Guide} l _{EMC SourceOne Products Compatibility Guide}

l _{EMC SourceOne Email Management Release Notes}

Understand the system architecture

Review the components which comprise Discovery Manager system. Review the EMC SourceOne Email Management architecture as described in the EMC SourceOne Email Management Installation Guide. Configure accounts and

permissions

Establish the accounts and permissions required to support Discovery Manager.

Review the EMC SourceOne Email Management accounts and permissions as described in the EMC SourceOne Email Management Installation Guide.

Establish required hardware and network infrastructure

Ensure that the appropriate hardware is available for installation and connected to the network.

The Discovery Manager installer verifies the completion of these prerequisites before performing the installation.

Installation overview

This section provides an overview of a new installation of either the Discovery Manager Express edition or the Discovery Manager Full edition.

Table 4 Installation overview Installation/

Configuration Details

Database Install the Discovery Manager database on a Microsoft SQL Server host computer. You can install the database using scripts or an MSI installation program.

Database permissions Configure SQL security logins and required database permissions. Discovery Manager Server

software

Install Discovery Manager Server software on a host computer running the following EMC SourceOne Email Management software:

l EMC SourceOne Worker Services

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Table 4 Installation overview (continued) Installation/

Configuration Details

l _{EMC SourceOne Web Services}

(Optional) Add Discovery Manager workers

You can install Email Management Worker Services software on more workers to enable them to perform Discovery Manager processing. Install the Discovery

Manager client software

Install one or both of the following:

l _{The Discovery Manager Desktop client software on the Discovery}

Manager Server and client computers.

l The Discovery Manager Web Application.

Installing the database by using scripts

This section describes how to use scripts to create the Discovery Manager database on a Microsoft SQL Server host computer. You can install the databases on the default instance or a named instance of SQL server.

Note

Alternatively, you can use the MSI installer to install the databases.

Perform the following tasks to install the database on the Microsoft SQL Server host computer by using scripts.

Copying the database scripts to the SQL Server host computer

Use the following procedure to copy the Discovery Manager database scripts locally to the SQL Server host computer.

Procedure

1. Browse to the \Setup\Database directory on the Email Management software kit. 2. Copy the DiscoveryManager folder to a temporary location on the SQL Server host

computer.

Installing the Discovery Manager database

Use the following procedure to install the Discovery Manager database. Procedure

1. Log in to the SQL Server host computer using an account with local administrator permissions on the SQL Server host computer and the SQL system administrator role. 2. Open a command prompt and browse to the temporary location to which you copied

the Database folder. 3. Run the following:

ExDisCoSetup_mssql.bat 4. Enter the following information:

Installing the Discovery Manager Server and Database

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l SQL Server information

n If you are using the default named instance, type the SQL Server name in the

following format: hostname

n If you are using a named instance, type the SQL Server name and instance in

the following format: hostname\instance

n If you are using a Failover Cluster Instance, type the name and instance in the

following format:

FailoverClusterInstance\instance

l Database name

5. Ensure that you select the option to view the log file. Although the database may appear to install correctly, the log file is the only user interface that provides important information if an installation issue occurs.

6. Press Enter. The script executes and installs the database.

7. Ensure that the installation was successful by reviewing the installation log file.

Installing the database using the MSI installer

This section describes how to create the database required for Discovery Manager on a Microsoft SQL Server host computer using a Microsoft Installation (MSI) program. You can install the database:

l On the default instance or a named instance of SQL server.

l On the same SQL Server on which the EMC SourceOne databases are installed, or on

a separate SQL Server.

Note

Alternatively, you can use the database installation scripts.

Perform the following tasks to install the Discovery Manager database on the Microsoft SQL Server host computer.

Copying the setup executable locally

Use the following procedure to copy the setup executables for the database locally to the SQL Server host computer.

Procedure

1. Log in to the SQL Server host computer by using an account with the following permissions on the SQL Server host computer:

l Local administrator permissions

l SQL system administrator role permissions

2. Browse to the Setup\Windows directory on the Email Management software kit. 3. Copy the following executable to a temporary location on the SQL Server host

computer:

ES1_DiscoveryMgrDbSetup.exe

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Installing the database

Use the following procedure to install the database. Procedure

1. Browse to the temporary location to which you copied the setup executable. 2. Double-click the ES1_DiscoveryMgrDbSetup.exe file.

3. Click Run. The Welcome page appears.

4. Click Next. The Database Log Folder page appears. Figure 7 Database log folder

Note

This folder contains only the logs detailing the results of the database installation. 5. Specify the destination directory.

6. Click Next. The Database Instance page appears.

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Figure 8 Database instance

7. Perform one of the following tasks in the Database Instance page:

l If you are installing the database to the default named instance:

a. Leave the Specific Instance checkbox unchecked.

b. In the Database Server field, type the database server name or the Failover Cluster Instance name in the following format:

hostname

l If you are installing the database to a named instance:

a. Select the Specific Instance checkbox.

b. Type the name of the instance in the following format: hostname\instance

c. Click Next. The Database Selection page appears.

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Figure 9 Database selection

8. In the Database Selection page, perform one of the following:

l Accept the default name.

l Type a name for the Discovery Manager database.

9. Click Next. The Ready for Installation page appears.

10.Click Install. After the installation is complete, the InstallShield Wizard Completed page appears.

11.Click Finish.

Verifying database installation

Review the database logs created in the folder specified during installation. Although the database may appear to install correctly, the log file is the only user interface that will provide important information if an installation issue occurs. You can also verify the Discovery Manager database was created by navigating to the database in Microsoft SQL Server Management Studio.

Configure SQL permissions

Configure the EMC SourceOne security group and installation account with permissions to the Discovery Manager database.

Use the SQL Server Management Studio application to configure specific permissions for the security logins.

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Prerequisites

If installing on the same SQL Server host computer on which the EMC SourceOne Email Management databases are installed, the following groups and accounts should exist as security logins in SQL Server.

l EMC SourceOne security group — This group includes the EMC SourceOne primary

service account used to run Discovery Manager services.

l EMC SourceOne installation account — This account is used to log in and install

Discovery Manager software.

l EMC SourceOne Admins group — This group houses the accounts for designated

administrators who will use the EMC SourceOne console application.

The EMC SourceOne Email Management Installation Guide includes more information about the SQL security logins and permissions EMC SourceOne Email Management uses, and on which Discovery Manager depends.

Assigning security login roles

Map each of the EMC SourceOne security logins to the following databases roles for the Discovery Manager database.

l db_datareader l db_datawriter

Configuring permissions for the database

Configure explicit permissions for the security logins for the Discovery Manager database as shown in the following table.

Table 5 Explicit permissions for security logins Security Login Explicit Permission Security group Alter*

Connect (default) Execute

View database state* Admins group Connect (default)

Execute

Installation account Connect (default)

* This permission enables the automatic creation of partitions.

Installing the Discovery Manager Server software

This section describes how to install the Discovery Manager Server software on an EMC SourceOne Worker Services/Web Services host computer.

There are two versions of the Discovery Manager Server software, one for each edition of

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l Express edition — ES1_DiscoveryMgrExpressServerSetup.exe n Installs the Express edition of Discovery Manager Server software. n Included in the Email Management software kit.

l Full edition — ES1_DiscoveryMgrServerSetup.exe n Installs the Full edition of Discovery Manager Server software. n Included in the Discovery Manager software kit.

For more information about the two editions, refer to either the EMC SourceOne Discovery Manager Desktop User Guide or the EMC SourceOne Discovery Manager Web User Guide. You can install the Discovery Manager Server software on more than one computer to support a highly available configuration.

Note

Install the same edition of Discovery Manager Server software on all host computers. Do not mix the Express edition and the Full edition.

Perform the following tasks to install and configure Discovery Manager server software on a Worker Services host computer.

Ensuring that the Discovery Manager Server communicates with the SQL Server

Ensure that Discovery Manager Server can communicate with SQL Server.

SQL Server TCP port configuration on page 28 provides detailed information.

Copying setup executables locally

Use the following procedure to copy the setup executable for the Discovery Manager Server software locally to the host computer.

Procedure

1. Log in to the host computer using the EMC SourceOne installation account.

Note

This account must be configured with privileges in SQL and be a member of the Local Administrators group on this computer. You can remove this account from Local Administrators group after all installations are completed.

2. Perform one of the following steps:

l For the Express edition of Discovery Manager:

a. Browse to the Setup\Windows directory on the Email Management software kit.

b. Copy the ES1_DiscoveryMgrExpressServerSetup.exe executable to a temporary location on the host computer.

l For the Full edition of Discovery Manager:

a. Browse to the Setup\Windows directory on the Discovery Manager software kit.

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b. Copy the ES1_DiscoveryMgrServerSetup.exe executable to a temporary location on the host computer.

Installing the Discovery Manager server software

Use the following procedure to install the Discovery Manager Server software. Procedure

1. Browse to the temporary location to which you copied the setup executable. 2. Perform one of the following steps:

l For the Express edition of Discovery Manager:

a. Double-click the ES1_DiscoveryMgrExpressServerSetup.exe file. b. Click Run.

l For the Full edition of Discovery Manager:

a. Double-click the ES1_DiscoveryMgrServerSetup.exe file. b. Click Run.

The Welcome page displays.

3. Click Next to display the Destination Folder page. Figure 10 Destination folder

4. Accept the default location and then click Next to display the Login Information page.

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Figure 11 Login information

5. Enter the login information: a. Type the fully qualified Domain.

b. Type the Service Account and the Service Account Password.

This is the EMC SourceOne primary service account username and password. The EMC SourceOne primary service account is used to run services related to Discovery Manager task processing.

c. Type the Security Group. The EMC SourceOne primary service account should be a member of this Security Group.

Note

The security group and primary service account were established during the planning process for EMC SourceOne. Refer to “Accounts and permissions” in the

EMC SourceOne Email Management Installation Guide for more information. d. Select the Enable check box in the Service Logon Policy region.

e. Click Next to validate the credentials and display the Database page.

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Figure 12 Database

6. Enter the database information:

a. Type the Discovery Database name or accept the default name. b. Type the Discovery Database Server (or IP) host name.

l If you are using the default named instance, type the SQL Server name in the

following format: hostname

l If you are using a named instance, type the SQL Server name and instance in

the following format: hostname\instance

c. Click Next to display the Ready for Software Installation page.

7. Click Install. Once the installation is complete, the InstallShield Wizard Completed page appears.

8. Click Finish.

A message appears to restart the system. 9. Click Yes.

10.Disable the following services on the Discovery Manager server:

l Virus scanning

l Windows desktop Search

Note

If you do not disable virus scanning and Windows desktop Search, then Discovery Manager exports will fail.

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Disabling Enhanced Security Configuration

If you are running Discovery Manager Server software on Microsoft Windows Server, you must disable Enhanced Security Configuration (ESC) in Internet Explorer 8. This

configuration supports the viewing of Discovery Manager reports. Use the following procedure to disable Internet Explorer ESC. Procedure

1. Click Start > Administrative Tools > Server Manager.

2. In the Security Information section of the center pane, click Configure IE ESC. 3. Disable the following:

l IE ESC for Administrators l IE ESC for Users

4. Click OK.

5. Close Server Manager.

Adding Discovery Manager workers (Optional)

After installing Discovery Manager Server software on a Worker Services/web Services host computer, you can also install the Email Management Worker Services software on additional Worker Services computers.

Enabling these computers to perform activity processing related to Discovery Manager is useful in environments that use two or more Worker Services computers.

The EMC SourceOne Email Management Installation Guide includes more information about installing Worker Services software.

Upgrading from Express edition to Full edition

Use the following sections to upgrade from the Express edition of Discovery Manager to the Full edition.

Communicating the update impact to users

While the update occurs, client-generated activities will not function.

You should communicate a planned outage to reduce the number of client requests while the update occurs.

Preparing Discovery Manager systems for update

Use the following procedure to prepare the EMC SourceOne Discovery Manager systems for the update.

Procedure

1. Download the Discovery Manager software kit. The Full edition of Discovery Manager requires a license.

2. Use the Discovery Manager backup process to quiesce the Discovery Manager system: a. Install and configure backup scripts and customize the scripts for the environment.

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b. Suspend Discovery Manager.

3. Wait for all Discovery Manager activities to complete.

Depending on the Discovery Manager activities which are currently running, this could take a significant amount time, up to several hours in some cases.

Preparing the EMC SourceOne Email Management system

Use the following procedure to prepare the EMC SourceOne systems for an update. Procedure

1. Quiesce the EMC SourceOne servers and applications prior to performing the update of Discovery Manager.

2. Perform a backup of the EMC SourceOne system as described in the EMC SourceOne Email Management Administration Guide.

3. Stop all active jobs using the EMC SourceOne console as follows: a. Expand the EMC SourceOne > Organizational Policies node. b. Right-click each policy.

c. Select Stop.

d. Expand the EMC SourceOne > Operations > Job Management. e. Observe that all jobs in the Jobs (Active) view are stopped.

Note

Client requests, such as jobs generated by users performing searches, will also be listed in this view. These requests can remain in an active state. Users will experience a service interruption until the systems are running again.

4. Close the EMC SourceOne console. 5. Close any other open MMC consoles.

6. Stop all EMC SourceOne services on all computers on which EMC SourceOne components are installed.

If you are running the master computer in an active/passive cluster, perform the following:

l Do not manually stop the following master services: n EMC SourceOne Job Scheduler

n EMC SourceOne Address Cache

l From the cluster administration console, take the following resources "offline." n EMC SourceOne Job Scheduler

n EMC SourceOne Address Cache

Taking these resources offline ensures that the master services are not running on either node.

7. Close the Services console if it is open.

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Updating the Discovery Manager Server software

Perform the following procedure for all servers that have the Express edition of the Discovery Manager Server software installed.

Procedure

1. Uninstall the Express edition of the Discovery Manager Server software: a. Open Add or Remove Programs.

b. Remove the EMC SourceOne Discovery Manager Server Express program. 2. Run the Full edition of the Discovery Manager Server installer. For example:

ES1_DiscoveryMgrServerSetup.exe

3. Install the Full edition of Discovery Manager Server software on all host computers.

Note

Do not mix the Express edition and the Full edition.

Resuming operations

Perform the following procedure after completing updates to all Discovery Manager servers.

Procedure

1. Restart the EMC SourceOne Email Management system:

a. Ensure that all systems and EMC SourceOne services are running. b. Start the EMC SourceOne console.

c. Expand the EMC SourceOne > Organizational Policies node. d. Right-click each policy and then select Resume.

e. Click the Servers node:

l If the address cache rebuild has not completed, the workers will be in the

Restart state. Wait until the rebuild completes.

l Once the rebuild is complete, the workers will be in the Available state and

ready to process jobs.

f. Expand the EMC SourceOne > Operations > Job Management node. g. Observe that all jobs in the Jobs (Active) view are Active.

Note

If you stopped a daily activity which was running, the activity will resume in the next scheduled run.

2. Restart the Discovery Manager servers.

3. Use the Discovery Manager backup scripts to resume operation.

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CHAPTER 8 Installing Discovery Manager Desktop

This section describes how to install EMC SourceOne Discovery Manager Desktop (Express edition or Full edition). Topics include the following.

l Discovery Manager Desktop client installation process overview... 60 l Installing Discovery Manager Desktop client software... 60 l Maintaining the installation... 62

EMC SourceOne Discovery Manager

EMC

®

SourceOne

™

Discovery

Manager

Installation and Administration Guide

CONTENTS

Preface

CHAPTER 1

Introduction

Discovery Manager overview

Prerequisites

Two editions of Discovery Manager

Full edition

Express edition

Discovery Manager Desktop and Discovery Manager Web

Application

EMC SourceOne central installation and upgrade feature

CHAPTER 2

Discovery Manager Architecture

Discovery Manager architecture

Component overview

EMC SourceOne Email Management

Discovery Manager database

Discovery Manager Server software

Web service

Server editions

Discovery Manager Worker Services software

Discovery Manager Desktop software

Discovery Manager Web Application

CHAPTER 3

High Availability

Discovery Manager Web Services high availability

Ports

Temporary work directory size

Work directory configuration

Discovery Manager activity processing high availability

Discovery Manager Windows Service

Discovery Manager Web Application high availability

CHAPTER 4

Accounts and Permissions

Controlling access to EMC SourceOne resources

SQL database installation permissions

Authorizing users

Configuring Integrated Windows authentication

Providing a network share for exporting matter content

CHAPTER 5

System Requirements

Database host computer requirements

Important SQL Server considerations

Database maintenance

SQL Server TCP port configuration

Worker Services host computer requirements

Discovery Manager Desktop client computer requirements

Hardware requirements

Operating system requirements

Network requirements

Software requirements

Email software (Exchange)

Email software (Domino)

Email software (General)

Computer display settings

Language options

Microsoft Visual C++ Redistributable Package

Microsoft .NET Framework Redistributable Package

Discovery Manager Web Application host requirements

Operating system requirements

Network requirements

Software requirements

Microsoft Visual C++ Redistributable Package

Microsoft .NET Framework Redistributable Package

Web browsers

Internet Information Services (IIS)

CHAPTER 6

Updating from a Previous Version

Updating from a previous version

Supported update scenarios

Important considerations