EMC SourceOne Offline Access

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EMC

®

SourceOne

™

Offline Access

Version 7.2

Installation and Administration Guide

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Published September 29, 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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5

Offline Access Overview 9

Introduction... 10

Offline Access benefits...10

Offline Access architecture...10

Offline Access components... 11

Offline Access processes...12

General Prerequisites and Guidelines 13 System requirements... 14

System considerations... 14

Installation considerations...14

Security considerations...15

Display settings... 16

Synchronizing computer clocks...16

Considerations for mixed EmailXtender-SourceOne environments...16

EmailXtender User Cache server is no longer supported... 16

Uninstalling previous versions of Offline Access client... 17

EmailXtender software altered by EMC SourceOne Offline Access...17

Installing Offline Access 19 Installing the Offline Access software... 20

Manual installation... 20

Silent installation...24

Verifying the installation for Outlook 2010/2013... 25

Updating from a Previous Release 27 Updating from a previous release... 28

Supported update scenarios... 28

Silent upgrade...28

Manual upgrade...28

Repair Offline Access after upgrading to Outlook...28

Configuring Offline Access 31 Introduction... 32

Configuration considerations... 32

User permissions... 32

Configuration guidelines... 34

Accessing EmailXtender messages in a SourceOne environment... 35

Offline Access cache... 35

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

Configuring group policy... 37

Adding the Offline Access administrative template to Group Policy Editor...38 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 and configure EMC®_SourceOne™_{Offline Access.}

Audience

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

Revision history

The following table presents the revision history of this document.

Table 1 Revision history

Revision Date Description

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 Offline Access 7.2 Installation and Administration Guide.

CHAPTER 1 Offline Access Overview

This section contains an overview of Offline Access.

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

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Introduction

The EMC®_SourceOne™_{Offline Access provides a seamless experience to the user when}

retrieving shortcut messages in Outlook. In addition, you can configure Offline Access to cache messages on users’ hard drives so that users can retrieve messages when they are not connected to the network.

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

Offline Access benefits

EMC SourceOne Offline Access client application provides the following benefits.

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

l Increased performance when users access email from remote locations

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

locally

l Automatic synchronization and caching l Instant resolution of shortcut email

l Preview pane which works fully with shortcut messages l Ability to open attachments directly from the preview pane

l Improved efficiency in handling shortcut messages and attachments

Offline Access architecture

This figure illustrates how the Offline Access client components work with Microsoft Outlook and the EMC SourceOne Web server.

Figure 1 Architecture diagram — Offline Access for Outlook 2007

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

Architecture diagram — Offline Access for Outlook 2010/2013

Offline Access components

The following table describes the major Offline Access components.

Table 3 Offline Access components

Component Description

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

l _{Pre-caches messages to be shortcut.}

l Monitors network and archive server connection status. l _{Backfills existing shortcuts if required.}

l Removes cached items that no longer exist in the user’s mailbox. l _{Ensures that the cache size is within a few percentage points of the}

configured maximum. Offline Access

Extension (Outlook 2007)

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

l _Read l Open l _Reply l Forward l _Copy

Offline Access Add-In (Outlook 2010/2013)

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

l _Read l _Open

Offline Access Overview

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Table 3 Offline Access components (continued)

Component Description

l _Reply l _Forward l _Copy

Offline Access Sync Agent

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

Offline Access SourceOne Provider

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

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

Offline Access Compact component

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

Offline Access processes

This section describes the Offline Access processes.

How Offline Access works

Offline Access works in the following way.

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

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

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

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

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

Synchronization process

Synchronization occurs between the Offline Access and Outlook.

l At initial load.

l At the interval specified in either:

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

n If the policy is not enabled, in the Sync frequency field in the Options_>EMC

SourceOne tab > Cache Settings dialog box.

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

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

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CHAPTER 2 General Prerequisites and Guidelines

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

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

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System requirements

This table describes the requirements for client computers running the EMC SourceOne Offline Access software.

Table 4 EMC SourceOne Offline Access client computer requirements Hardware Standard desktop or laptop used in a corporate environment.

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

Network Standard connection to the corporate network.

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

Email software (Exchange) l _{Ensure Microsoft Outlook installed.} l Ensure that the EMC SourceOne software

installation software has validated that the email client version is supported.

Microsoft.NET Framework Redistributable Package

l _{Manually or silently install.}

l Ensure that the EMC SourceOne software

installation software has validated that the email client version is supported.

Microsoft Visual C++ 2010 SP1 Redistributable Package (x86)

English language systems are automatically installed with EMC SourceOne Offline Access software if not present.

Microsoft Visual C++ 2010 SP1 Redistributable Package (x64)

English language systems are automatically installed with EMC SourceOne Offline Access software 64-bit version if not present.

System considerations

Before you install and configure Offline Access, refer to the following system considerations.

Installation considerations

Review the following installation consideration when installing Offline Access. Outlook profile

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

Random Uninstall/reinstall behavior

Sometimes after uninstalling the Offline Access software and then reinstalling Offline Access, the following events might occur:

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l The Offline Access Extension does not load. l The Offline Access Agent does not start. l The maximum cache size is set to 0 MB

The maximum cache size occurs error during the following scenario: 1. Disable the Offline Access Extension through Outlook.

2. Exit Outlook.

3. Uninstall Offline Access.

4. Install Offline Access. Outlook preserves the cache state when it restarts. There is no safe method to force Outlook to discard its cached state.

Use one of the following steps as a workaround:

l After uninstalling Offline Access, restart Outlook and then reinstall Offline Access. l In Outlook’s Add-in Manager, enable the Offline Access Extension.

Uninstall leaves log files

By design, log files are not removed when you uninstall Offline Access. Log files are located at: C:\Documents and Settings\<user>\Local Settings\Application Data\EMC\.

Unused language folder

A Korean language folder is created in \Program Files\EMC SourceOne\Offline Access\Languages\1042.

The Korean language folder is not used.

Security considerations

Review the following security considerations.

Client security

Follow these tip to enhance client security with Offline Access.

l Use strong passwords for the user’s Windows account. Refer to Microsoft best

practices for creating and using strong passwords.

l Use a password-enabled screen saver.

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

Windows firewall

Windows firewall support is turned on by default.

The following versions of Windows include firewall support:

l Windows XP SP2 l Windows Vista l Windows 7

If you have problems accessing shortcutted e-mails, try turning off the default Windows firewall on your client computer. Refer to the following Microsoft article for detailed information:

http://www.microsoft.com/windowsxp/using/security/internet/sp2_wfintro.mspx

General Prerequisites and Guidelines

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McAfee antivirus software

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

l McAfee VirusScan 8.0i Patch 13 or later l McAfee VirusScan 8.5 or later

Using Offline Access with S/MIME encrypted and signed messages

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

Consider the following:

l Messages digitally signed and encrypted using S/MIME that were shortcut by EMC

SourceOne Email Management can be opened and viewed using Offline Access.

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

Note

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

Display settings

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

Synchronizing computer clocks

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

Considerations for mixed EmailXtender-SourceOne environments

Consider the following information when installing Offline Access in a mixed EmailXtender and SourceOne environment.

EmailXtender User Cache server is no longer supported

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

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Uninstalling previous versions of Offline Access client

If you are deploying the Offline Access client application on a client computer in which a previous version of EMC EmailXtender Offline Access is already installed, perform the following steps.

1. Uninstall the older version of the client application.

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

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

Note

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

EmailXtender software altered by EMC SourceOne Offline Access

The EMC SourceOne Offline Access installation program alters the EmailXtender Shortcut Add-in on EmailXtender client computers.

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

General Prerequisites and Guidelines

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CHAPTER 3 Installing Offline Access

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

l Installing the Offline Access software... 20

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Installing the Offline Access software

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

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

Note

Do not install the Exchange Management Console on client computers that are running Offline Access.

The Exchange Management Console installs a version of MAPI that Offline Access does not support, and which causes the error:

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

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

Table 5 Prerequisites

Prerequisite Details

System requirements

Hardware, operating system, network connectivity, and prerequisite software requirements are described in General Prerequisites and Guidelines on page 13.

Accounts and permissions

Ensure that:

l Active Directory accounts and groups and other permissions-related

configuration is performed as described in the EMC SourceOne Email Management Installation Guide.

l _{Database permissions are configured as described in the EMC}

SourceOne Email Management Installation Guide. EMC SourceOne

software

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

Review considerations

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

Manual installation

Use the following procedure to install the Offline Access software manually. Procedure

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

software kit.

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

Table 6 Executables

Outlook Architecture Installer

32-Bit Platform ES1_OfflineAccess.exe 64-Bit Platform ES1_OfflineAccessx64.exe

4. Browse to the temporary location to which you copied the setup executable. 5. Double-click the executable and then click Run. The Welcome page appears.

When the installer runs, it validates the system configuration by ensuring that the installation of prerequisite components is complete. Depending on the system configuration, the installer can automatically install one or more prerequisite components before displaying the Welcome page. Automatically installed components are listed in the EMC SourceOne Email Management Installation Guide. 6. Click Next to display the Destination Folder window.

Figure 2 Destination folder

l If the installation process detects an installation of other EMC SourceOne

software, or a previous version of Offline Access on the computer, then the Change button is not available and you cannot change the installation directory. Continue to the next step.

l If the installation process does not detect an installation of other EMC SourceOne

software, or a previous version of Offline Access on the computer, then the Change button is available, and you can change the installation directory.

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

Installing Offline Access

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a. Click Change to display the Change Current Destination Folder page. b. Browse to or create the destination folder.

c. Click OK. The destination you specified appears in the Destination Folders page. You cannot install the Offline Access software in the following protected operating system folders:

l C:\Windows l C:\WinNT l C:\InetPub

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

C: \Documents and Settings\User\Application Data\EMC\ To specify a non-default location for the cache:

a. Click Advanced to display the Advanced Settings page.

Figure 3 Advanced settings page

Note

If the cache location is set during configuration of the Offline Access Group Policy, then you cannot specify a cache location on the Advanced Settings page.

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

b. On the Advanced Settings page, click Change.

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Figure 4 Change cache folder location page

c. Select the location for the cache. d. In the Advanced Settings page, click OK.

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

Figure 5 Server settings

9. Specify the Server Settings information:

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

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

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

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

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

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

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

Note

If you specify the same Web Services host (or virtual host) for both ports, do not specify port 8001 for the synchronization (backfill) port. Port 8001 is also used by other EMC SourceOne clients (OWA, Outlook, EMC SourceOne Search, EMC SourceOne Discovery Manager) for message retrieval. If you specify port 8001 for synchronization (backfill), then the backfilling process for Offline Access could negatively affect message retrieval by other clients.

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

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

12.Click Finish.

Note

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

Silent installation

You can silently install the Offline Access software. The ES1_OfflineAccess.exe program confirms the version of the Microsoft Installer (MSI) on the system and it launches the MSI with the applicable parameters.

The Microsoft Installer documentation provides more information on standard command line parameters.

Use the following syntax to silently install Offline Access: This table describes the required user-defined parameters.

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

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Table 7 Required silent install parameters for Offline Access software

Parameter Detail

INSTALLDIR Installation directory. Example: C:\EMC

EX_TCP_PRIMARY_SERVER Enter the hostname of the computer on which Web services installed. If using load balancing, type the virtual hostname. EX_TCP_PRIMARY_PORT Enter 8001. This is the default value.

EX_TCP_SECONDARY_SERVER Enter the hostname of the computer on which Web Services installed. If using load balancing, type the virtual hostname. EX_TCP_SECONDARY_PORT Enter 8002. This is the default value.

This table describes the optional user-defined parameters.

Table 8 Optional silent install parameters for Offline Access software

Parameter Detail

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

Note

If you use EX_CACHEDIR, then you must also use EX_CACHEMOD. Example: C:/EMC_OfflineAccess_Cache

EX_CACHEMOD A value of 1 instructs the install to modify the default cache location. If you use EX_CACHEMOD, then you must also use EX_CACHEDIR. EX_SAVECACHE Used only for uninstalling Offline Access.

Specifies whether to save an existing cache or to delete it when uninstalling Offline Access client:

l _{FALSE = Do not save the cache, delete it.} l _{TRUE = Save the cache, do not delete it.}

EX_SAVE_SETTINGS Used only for uninstalling Offline Access.

Specifies whether to save or to delete Registry settings when uninstalling Offline Access client:

l FALSE = Do not save Registry settings, delete Registry settings. l _{TRUE = Save Registry settings, do not delete Registry settings.}

Verifying the installation for Outlook 2010/2013

Verify the following installation options for Outlook:

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

l EMC SourceOne Offline Access Add-in. The Offline Access add-in for Outlook

2010/2013.

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l EMC SourceOne Offline Access Configuration page. The EMC SourceOne tab is added

to the Outlook Options dialog box.

Note

By design, these strings are not localized.

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CHAPTER 4 Updating from a Previous Release

This section includes the following topics:

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

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Updating from a previous release

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

Supported update scenarios

This section includes information about supported update scenarios.

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

Silent upgrade

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

\ES1_OfflineAccess.exe /s /update /v"/qn /L*v C: \EMC_OfflineAccess2.log INSTALLDIR=\"DRIVE:\DIRECTORY\" EX_TCP_PRIMARY_SERVER=PRIMARY_TCP_SERVER EX_TCP_PRIMARY_PORT=PRIMARY_TCP_PORT EX_TCP_SECONDARY_SERVER=SECONDARY_TCP_SERVER EX_TCP_SECONDARY_PORT=SECONDARY_TCP_PORT REBOOT=ReallySuppress " (OA-199)

Manual upgrade

Use the following procedure to update to EMC SourceOne Offline Access 7.2. Before you begin

Procedure

1. Close Microsoft Outlook on the client computer.

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

l Outlook.exe l ExOAAgent.exe

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

l ES1_OfflineAccess.exe (32-bit) l ES1_OfflineAccess64.exe (64-bit)

4. After the upgrade is complete, start Microsoft Outlook

Repair Offline Access after upgrading to Outlook

If you install Offline Access on a computer running Outlook 2007/2010, and then later you upgrade to Outlook 2010/2013, you must run Repair on Offline Access.

The Repair option registers the Offline Access COM Add-in required for Outlook 2010 support, and unregisters the Exchange Client Extension that was required for Outlook 2007 support.

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

1. Script the repair of the Offline Access install.

2. Manually unregister the EXOAExtn.dll file in the Offline Access installation directory.

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

Updating from a Previous Release

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CHAPTER 5 Configuring Offline Access

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

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

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Introduction

You can configure Offline Access using either the Group Policy Object (GPO) settings or Registry settings.

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

Note

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

Configuration considerations

Before you configure Offline Access, consider the information provided in the following sections.

User permissions

Consider the following user permission requirements.

Required permissions for Offline Access users

In an EMC SourceOne environment, or in a mixed EmailXtender and EMC SourceOne environment, Offline Access users must have the following permissions as described in this table.

Table 9 User permissions for Offline Access

Action Required permissions

Retrieve archived messages

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

Open shortcuts in a shared mailbox

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

Open shortcuts in a shared folder in a mailbox

Sharing the Outlook folder is not sufficient.

Offline Access users must have all the following Outlook permissions to access a shared folder:

l _{Delegate access to the mailbox. In the Outlook Delegate Permissions dialog}

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

l _{Reviewer permission on the top-level Mailbox - <username> node in Outlook.} l Editor permission on the shared folder in Outlook.

l _{A delegated user does not need permissions on the SourceOne mapped}

folders. If the delegator has permissions on the mapped folders and can access shortcuts from the archive, then the delegated user can access the

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Table 9 User permissions for Offline Access (continued)

Action Required permissions

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

l _{You can configure Reviewer permission to grant limited functionality. For}

example, some shortcut content such as inline images or attachments are not retrievable with Reviewer permission. Editor permission provides the ability to obtain full Offline Access delegate functionality.

Open shortcuts in a delegate mailbox

Offline Access users must delegate access to the mailbox. In the Outlook Delegate Permissions dialog box, the delegator must select Editor in the Inbox

field.

l _{You can configure Reviewer permission to grant limited functionality. For}

example, some shortcut content such as inline images or attachments are not retrievable with Reviewer permission. Editor permission provides the ability to obtain full Offline Access delegate functionality.

l A delegated user does not need permissions on the SourceOne mapped

folders. If the delegator has permissions on the mapped folders and can access shortcuts from the archive, then the delegated user can access the same shortcuts. For information on setting delegate permissions, consult the documentation for the mail client.

Open shortcuts in Public Folders

In a mixed SourceOne and EmailXtender environment, where EmailXtender is used to shortcut items in Public Folders, Offline Access users must have the following permissions to retrieve EmailXtender shortcuts from those Public Folders:

l Edit All permission on the Public Folders. The SourceOne service account

and the EmailXtender service account also need client access permissions on Public Folders.

l _{Read All permission on the SourceOne mapped folders associated with the}

EmailXtender archive.

User permissions on mapped folders

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

l For Outlook Delegate Access, a delegated user does not need permissions on the

mapped folders. If the delegator has permissions on the mapped folders and can access shortcuts from the archive, then the delegated user can access the same shortcuts.

l In a mixed environment (EMC SourceOne and EmailXtender), to retrieve EmailXtender

shortcuts in Public Folders, Offline Access users must have “Read All” permission on the mapped folders associated with the EmailXtender archive.

For more information about mapped folders, refer to "Configuring Mapped Folders" in the

EMC SourceOne Email Management Administration Guide.

Configuring Offline Access

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Configuration guidelines

This section describes best practices for deploying and configuring Offline Access. Deploy before shortcutting

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

Upgrade before shortcutting

Upgrade Offline Access clients before shortcutting calendar items. Calendar items are cached

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

Cache start time and shortcut policy

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

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

Cache size

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

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

Cache Item Types

To control which item types are cached (email, appointments, meetings):

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

or

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

\OfflineAccess\Config\CacheItemTypes Caching options and shortcut policy

Ensure that the setting for the Cache messages that option (All messages or Have attachments) matches the similar setting for the shortcut policy.

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

Cached Exchange Mode

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

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

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

Calendar items

If you select to cache calendar items, deploy the new Offline Access client before you create shortcuts for calendar items. Offline Access pre-caches calendar items before they are shortcut. After you deploy the new Offline Access client, calendar items are cached based on the existing cache settings.

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

Accessing EmailXtender messages in a SourceOne environment

Perform the following steps to access EMC EmailXtender messages in an environment in which EMC SourceOne is also installed.

Procedure

1. Connect the EmailXtender archive to EMC SourceOne.

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

2. Map the EmailXtender archive folders to EMC SourceOne mapped folders. Refer to "Configuring Mapped Folders" in the EMC SourceOne Email Management Administration Guide

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

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

4. Configure Offline Access to use the EMC SourceOne TCP server settings. Refer to

Configuring SourceOne Web Services host settings on page 52.

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

Offline Access cache

Offline Access can run in the following modes.

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

l The Cache messages that option is set to either All messages or Have attachments. l Messages are cached on the user’s hard drive.

l Users can preview and open shortcut messages in Outlook whether or not they are

connected to the network. Shortcut messages are opened from the user’s cache.

l The Update, Rebuild, and Compact options are available on the status icon’s

right-click menu and on the EMC SourceOne tab in Outlook. Non-caching mode

l The Cache messages that option is set to Don’t cache any messages. l Messages are not cached on the user’s hard drive.

l Users can preview and open shortcut messages in Outlook.

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l The Update, Rebuild, and Compact options are disabled on the status icon’s

right-click menu and on the EMC SourceOne tab in Outlook.

Offline Access cache maintenance on client computers

This section provides information on Offline Access cache maintenance on client computers.

Changing server settings after Offline Access installation

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

l The TCP server settings in Offline Access Group Policy. l The Server Settings dialog box.

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

Enabling or disabling the Offline Access cache

To enable or disable the cache, refer to one of the following references.

l Enabling/disabling Offline Access on page 39.

l “Enabling/disabling EMC SourceOne Offline Access” in the EMC SourceOne Offline

Access User Guide or the online help.

Rebuilding the Offline Access cache

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

Copying the Offline Access cache to another computer

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

Table 10 Cache locations

Platforms Cache location

Windows XP C:\Documents and Settings\user\Local Settings\Application Data\EMC\ Windows Vista Windows 7 Windows 8 C:\Users\user\AppData\Local\EMC\ Procedure

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

For example, if the default cache locations are used:

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

computer:

C:\Documents and Settings\user\Local Settings\Application Data

l For Windows Vista, Windows 7, and Windows 8, copy the EMC folder to the

following directory on the new computer:

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C:\Users\user\AppData\Local 2. Delete log files from the EMC folder. 3. Start Outlook on the new computer. Results

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

Configuring Offline Access for multi-user computers

To configure Offline Access in a multi-user computer environment, you must use one of the following methods.

l Configure GPO and push the settings out to all users.

If you use GPO, then the user cannot edit the settings in the Tools > Options > EMC SourceOne tab in Outlook.

l Use custom login scripts to deploy a Registry file pointing to the HKLM settings will be

copied into the HKCU for each user who logs on to that computer and uses Offline Access.

HKLM\Software\EMC\SourceOne\OfflineAccess\Config.

If you use a Registry file, then the same settings are sent to all users of that computer. However, each user can edit the settings independently in Outlook > Tools > Options >

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

Options > EMC SourceOne tab.

Configuring group policy

Use Microsoft Group Policy Editor and the EMC Offline Access administrative template (Offline Access Group Policy.adm and Offline Access Group Policy.admx to manage user setting).

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

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

If policy settings are pushed to the client computer:

l While Outlook is running, Outlook will not use the policy settings until it is restarted. l While the Offline Access Agent is running, Outlook does not need a restart, but

Outlook will not use the policy settings until the next synchronization run starts.

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Adding the Offline Access administrative template to Group Policy Editor

Perform the following to add the EMC Offline Access administrative template to Group Policy Editor.

Procedure

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

l Offline Access Group Policy.adm file for Windows 2007 l Offline Access Group Policy.admx file for Windows 2008

2. Start the Microsoft Group Policy Editor. Refer to Microsoft documentation for details. 3. In the left pane:

a. Right-click the Administrative Templates folder. b. Select Add/Remove Templates.

4. In the Add/Remove Templates dialog box, click Add. 5. In the Policy Templates dialog box:

a. Select Offline Access Group Policy.adm.

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

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

Figure 6 EMC Offline Access policies

Configuring Offline Access policies

The following section describes how to configure Offline Access policies.

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Enabling settings in GPO

All GPO setting have the following three standard options. Most Offline Access GPO settings also have additional options or fields.

GPS option include the following:

l Not Configured l Enabled l Disabled

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

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

l Enabled option

l Enable Offline Access checkbox

Enabling/disabling Offline Access

This section describes how to enable or disable Offline Access. Consider the following:

l If Offline Access is not enabled by Group Policy, then all other Offline Access policy

settings are ignored.

l If Offline Access is disabled or not configured in Group Policy, then the user’s local

preferences are used.

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

Procedure

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

2. Click the EMC Offline Access Policies folder.

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

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

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Figure 7 Enable Offline Access

5. Perform one of the following steps:

l To enable Offline Access, select Enabled. l To disable Offline Access, select Disabled.

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

l To go directly to another Offline Access setting, click Apply, then click either

Previous Setting or Next Setting.

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

Enabling/disabling copy shortcut behavior

This section describes enabling/disabling copy shortcut behavior.

Note

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

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

If this setting is not configured or is disabled in Group Policy, then the user's preferences are used. The user can change these settings through Tools > Options > EMC SourceOne >

Restore on Copy options in Outlook.

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

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

Procedure

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

Figure 8 Copy shortcuts behavior

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

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Enabling/disabling move shortcut behavior

This section describes enabling/disabling move shortcut behavior.

Note

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

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

If this setting is not configured or is disabled in Group Policy, then the user's preferences are used. The user can change these settings through Tools > Options > EMC SourceOne >

Restore On Move options in Outlook.

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

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

Procedure

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

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

The Move Shortcuts Behavior Properties dialog box appears.

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Figure 9 Move shortcuts behavior

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

Configuring the maximum age of messages to cache

Use the Don’t cache messages older than setting with the Cache Maximum Age setting to specify a range of message ages to cache.

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

If this setting is not configured or is disabled, then the user's preference or a default (no limit) is used. The user can change this setting through Tools > Options > EMC SourceOne >

Don’t cache messages older than field in Outlook.

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

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

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

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Figure 10 Cache maximum age

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

a. Select Enabled.

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

Note

The default is Outlook Offline Setting.

l To disable the setting, click either: n Not Configured

n Disabled

Configuring the maximum cache size

You can specify the maximum size of the cache file on disk as the percentage of free disk space to allocate for the cache.

l If this setting is enabled in Group Policy but a value is not specified, then a default of

20 % of free disk space is automatically allocated on the cache drive at first run.

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l If this setting is not configured or is disabled in Group Policy, then the user's

preferences are used. The user can change the absolute value for this setting in Tools

> Options > EMC SourceOne > Cache maximum size (MB) field in Outlook. The user cannot change the % value.

Note

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

Procedure

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

Figure 11 Cache maximum size

5. To enable the setting, perform the following steps: a. Select Enabled.

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

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

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l The default is 20 %.

6. To disable the setting, select either:

l Not Configured l Disabled

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

Showing/hiding the Offline Access tray icon

If this setting is not configured or is disabled in Group Policy, then the user's preferences are used.

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

Note

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

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

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

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Figure 12 Show tray icon

l To enable the setting, select Enabled. l To disable the setting, select Disabled.

Configuring the location of the cache database

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

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

The user can change this setting in Tools > Options > EMC SourceOne tab > Cache Settings

> Select new option in Outlook. Consider the following

l Do not specify any of the following folders as the cache location: C:\Windows, C:

\WinNT, C:\InetPub, C:\Program Files.

l Do not specify any folder that contains other files.

Do not store other files in the cache directory.

The cache directory is removed when Offline Access is uninstalled (unless you perform a silent uninstall that includes the EX_SAVECACHE=TRUE argument). Use the following procedure to configure the location of the cache database.

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Procedure

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

Figure 13 Cache database location

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

Note

Specify a full local path. Network shares are not supported. 6. To disable the setting, select either:

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Configuring the synchronization frequency

If this setting is not configured or is disabled, then the default resynchronization frequency of 1440 minutes (24 hours) is used.

> Update frequency (minutes) field in Outlook.

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

Procedure

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

Figure 14 Cache synchronization frequency

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

l The range of valid values is 60 to 43200 minutes. l The default is 1440 minutes (24 hours).

6. To disable the setting, select either:

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Configuring the types of messages to cache

Perform the following steps to specify the types of items to cache.

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

> Cache messages field. Procedure

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

Figure 15 Cache filter

l To enable the setting, perform the following steps:

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a. Select Enabled.

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

n All items: Cache all items (default)

n Have attachments: Cache only items with attachments n Don’t cache any items: Do not cache any items

l To disable the setting, select either of the following options: n Not Configured

n Disabled.

Configuring the minimum age of messages to pre-cache

You use the Cache Maximum Age setting with the Don’t cache items older than setting to specify a range of message ages to cache.

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

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

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

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

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

EMC SourceOne Offline Access

EMC

®

SourceOne

™

Offline Access

Installation and Administration Guide

CONTENTS

Preface

CHAPTER 1

Offline Access Overview

Introduction

Offline Access benefits

Offline Access architecture

Offline Access components

Offline Access processes

How Offline Access works

Synchronization process

CHAPTER 2

General Prerequisites and Guidelines

System requirements

System considerations

Installation considerations

Security considerations

Client security

Windows firewall

McAfee antivirus software

Using Offline Access with S/MIME encrypted and signed messages

Display settings

Synchronizing computer clocks

Considerations for mixed EmailXtender-SourceOne environments

EmailXtender User Cache server is no longer supported

Uninstalling previous versions of Offline Access client

EmailXtender software altered by EMC SourceOne Offline Access

CHAPTER 3

Installing Offline Access

Installing the Offline Access software

Manual installation

Silent installation

Verifying the installation for Outlook 2010/2013

CHAPTER 4

Updating from a Previous Release

Updating from a previous release

Supported update scenarios

Silent upgrade

Manual upgrade

Repair Offline Access after upgrading to Outlook

CHAPTER 5

Configuring Offline Access

Introduction

Configuration considerations

User permissions

Required permissions for Offline Access users

User permissions on mapped folders

Configuration guidelines

Accessing EmailXtender messages in a SourceOne environment

Offline Access cache

Offline Access cache maintenance on client computers

Changing server settings after Offline Access installation

Enabling or disabling the Offline Access cache

Rebuilding the Offline Access cache

Copying the Offline Access cache to another computer

Configuring Offline Access for multi-user computers

Configuring group policy

Adding the Offline Access administrative template to Group Policy Editor

Configuring Offline Access policies

Enabling settings in GPO

Enabling/disabling Offline Access

Enabling/disabling copy shortcut behavior

Enabling/disabling move shortcut behavior

Configuring the maximum age of messages to cache

Configuring the maximum cache size

Showing/hiding the Offline Access tray icon

Configuring the location of the cache database

Configuring the synchronization frequency

Configuring the types of messages to cache

Configuring the minimum age of messages to pre-cache