Installing the services and components

This topic contains information about installing the services and components for Exchange Server Archiver. For a pdf file containing all the information on installing and configuring Exchange Server Archiver, see Installing Exchange Server Archiver.

When you have installed the Admin Console, you can install the services and components. To install the services and components, you must be a domain administrator. Install all of the services and components in the same domain.

If you encounter problems during installation and configuration, for information about how to solve some common issues see Troubleshooting your installation.

You are recommended to use the Configuration wizard to guide you through the installation and configuration of the services and components.

To start the Configuration wizard, click Launch Configuration Wizard in the Admin Console (or on the Maintenance menu, click Configuration Wizard).

The wizard comprises the following steps:

1. Setting up the Archive Service user
2a. Installing the Archive Service
2b. Installing the Storage Service
2c. Adding Archive Stores
2d. Installing the UAA Service
2e. Installing the OWA Add-in
2f. Installing the Outlook Add-in
3. Selecting the archive mode
4. Setting up a 'quick rule'

You can change the configuration of the services and components at a later date using the Maintenance tab in the Admin Console.

For each service, you can choose to install locally or on a remote server.

Installing locally

If you install locally, the Setup wizard for the service is launched by the Configuration wizard; when you have completed the service Setup wizard, you are returned to the Configuration wizard.

Installing on a remote server

If you install on a remote server, the installation executable for the service must be copied to the server because it must be run on the server. The Configuration wizard prompts you to:

1. Copy the installer to the remote server.

   The Configuration wizard takes you to the folder that contains the installers. By default, this is:

   C:\Program Files\Red Gate\ESA Admin Console\Installers

2. Connect to the remote server; you must then run the service installer on the server.

   When you run the installer, the Setup wizard for the service is displayed. Complete the steps and click Finish, and then return to the Configuration wizard on your local computer.

3. In the Configuration wizard, specify the server and port details so that the Admin Console can register the service.

Installing manually

You are recommended to use the Configuration wizard to install the services and components. However, if you prefer you can run the individual installers for the services and components manually. By default, they are located in:

C:\Program Files\Red Gate\ESA Admin Console\Installers

1. Setting up the Archive Service user

The Archive Service coordinates the scheduling and archiving of messages.

You must create the Archive Service user in Active Directory®. For full details about the permissions required and how you can add them, see Creating the Archive Service user.

2a. Installing the Archive Service

Before you install the Archive Service, ensure that MAPI is installed on the computer that will host the Archive Service. For details, see MAPI versions supported for Exchange Server Archiver.

Exchange Server Archiver requires a minimum of one Archive Service to communicate with Exchange, but you can install more Archive Services if required. For example, you may want to use a different Archive Service for each Exchange server to improve performance or because you have different versions of Exchange in your configuration. Only one Archive Service can be active for a particular Exchange server at a time.

The wizard guides you through the installation of only one Archive Service; if you want to add more, you can do this later by using the Install Service button on the Maintenance tab of the Admin Console.

Only Exchange servers that are on the local domain will be registered with the Archive Service. If you want to archive mailboxes that are on other domains or Exchange servers, you can register them later by using the Manage Exchange Organization and Domains button on the Maintenance tab of the Admin Console.

In Step 2a: Archive Service location in the Configuration wizard, you can choose to install the Archive Service locally or on a remote server (see Installing on a remote server, above).

In the Archive Service Setup wizard:

• Under Windows service account, enter the details of the Archive Service user you specified in Step 1.
• Under Remoting access, you are recommended to select Accessible via TCP, and specify the port to be used.

  If you are installing all services (Archive Service, Storage Service, and UAA Service) locally, you can select Accessible from this computer only (IPC) if you prefer.

2b. Installing the Storage Service

A Storage Service hosts one or more Archive Stores.

You can have any number of Storage Services in your Exchange Server Archiver configuration. However, the wizard guides you through the installation of only one Storage Service; if you want to add more, you can do this later using the Maintenance tab of the Admin Console.

You are recommended to install the Storage Service on the same server as the Archive Stores that it hosts. However, there may be some exceptions; for example, if you create an Archive Store on a NAS (network attached storage) unit, the Storage Service is installed on a different computer; for more information, see Archiving to external storage.

Before you install the Storage Service, ensure that the Indexing Service is installed on the server. The Indexing Service creates and stores a catalog of the messages on the disk.

In Step 2b: Storage Service location in the Configuration wizard, you can choose to install the Storage Service locally or on a remote server (see Installing on a remote server, above).

In the Storage Service Setup wizard:

• When you are prompted for the Catalog folder, enter a location on a local disk for the catalog of messages that will be created by the Indexing Service.

  The catalog size can grow to 25% of the total store size; therefore ensure the location you specify will have sufficient disk space.

• Under Service Account, you are recommended to select Local system.

  If you select Specific user, enter the details of a domain account that has permissions to read and write files to the local disk, and to administer the Indexing Service on the local computer.

2c. Adding Archive Stores

When you have installed a Storage Service, you can add one or more Archive Stores. An Archive Store is a folder in which messages are archived; for more information, see About Archive stores.

In Step 2c: Archive Store locations, the Configuration wizard suggests a name and path for the Archive Store. The path is local to the server on which you installed the Storage Service. You can change the name and location if required, but each Archive Store must have a unique folder name. You can move the Archive Store later, if required; see Moving an Archive Store.

If you want to add more Archive Stores, click Add and enter details for the new store. You can add up to 15 stores using the Configuration wizard; if you need to add more, you can do this later by clicking Add Archive Stores on the Maintenance menu of the Admin Console.

2d. Installing the UAA Service

The UAA Service enables your users to access and search archived messages.

Before you install the UAA Service, ensure that the following is installed on the computer that will host the service:

• IIS 5.1 or later

  If you are using IIS 7, you must set up IIS 6 Metabase Compatibility; see Configuring IIS.

  If you are using IIS 6 or IIS 7, the UAA Service installer will disable the Windows loopback check and restart IIS (if the loopback check has not already been disabled). For information about why the installer does this, see Microsoft support page article 896861.

  Note: in a production environment, do not install the UAA Service on IIS 5.1 (or IIS 6.0 in IIS 5.0 isolation mode); only install the UAA Service on these versions in an evaluation environment in which all services are installed on the same server.

• ASP.NET 2.0

  For IIS 7 and IIS 6, the UAA Service installer creates an application pool that is configured for ASP.NET 2.0. For IIS 5.1, you must ensure the ASP.NET version is set to 2.0; see Configuring IIS.

• MAPI

  You must ensure that you install a version of MAPI that is compatible with your Exchange configuration. For details, see MAPI versions supported for Exchange Server Archiver.

• the installer requires that a Web site must be configured to use port 80 before you install the UAA Service; however, you do not have to use this Web site for the UAA Service

The server on which you install the UAA Service must be visible to users accessing their messages remotely (for example, if they are using Outlook Anywhere). However, note that an external URL is not required for Outlook Web Access.

The location of the UAA Service is added to archived messages. Therefore, you are recommended to create a CNAME (alias) DNS record for the UAA Service's server and enter this in the Web site address; otherwise, a change to the URL will mean that all archived messages will need to be reprocessed.

All Exchange servers on the local domain that are detected by Exchange Server Archiver will automatically use the UAA Service you install using this Configuration wizard. If you need to install a second UAA Service, for example because of your network topology, you can do this later using the Install Service button on the Maintenance tab of the Admin Console. You can then change the UAA Service used by an Exchange server by selecting the server in the Maintenance tab of the Admin Console, and clicking Properties.

In Step 2d: User Archive Access Service in the Configuration wizard, choose to install the UAA Service locally or on a remote server (see Installing on a remote server, above).

In the UAA Service Setup wizard, you will be prompted to specify:

• the installation folder
• the Web site on which you want to install the UAA Service

  You can choose to use an existing Web site that is configured to use port 80, or to create a new Web site.

  To install on an existing Web site that is not configured to use port 80, run the installer from the command line and specify the parameter WEBSITE_PORT. For example:

  msiexec /i "ESA User Archive Access Service x86.msi" WEBSITE_PORT=8080

  Note that if you are creating a new Web site and you are using IIS 5.1, you cannot use SSL as the communication protocol.

• the virtual directory of the UAA Service

  Note that if you specify an existing virtual directory, it will be overwritten.

2e. Installing the OWA Add-in

If you want your users to access their archived messages from Microsoft Outlook Web Access using a transparent interface, you can install the Exchange Server Archiver OWA Add-in.

Before you install the OWA Add-in, ensure that the following is installed on the server:

• for Exchange Server 2007, Service Pack 1 and Update Rollup 3 or later
• for Exchange Server 2003, Service Pack 2 or later

Exchange Server 2010 Outlook Web Access is not supported.

If you are using Exchange Server 2003 and you install the UAA Service on a different computer from the Exchange server, to use the OWA Add-in you must allow delegation of credentials to the UAA Service. For full details, see Authorization for the OWA Add-in on Exchange Server 2003.

To install the add-in, in Step 2e: Outlook Web Access Add-in in the Configuration wizard, copy the installer to the Exchange server that hosts Outlook Web Access, and then connect to the Exchange server and run the installer on the server. By default, the installer is located in:

C:\Program Files\Red Gate\ESA Admin Console\Installers

If you want to install the OWA Add-in later, you can do this from the Admin Console Maintenance tab: right-click the Exchange server and click Properties, and then click Go to Installer.

2f. Installing the Outlook Add-in

The Outlook Add-in provides a transparent interface for your users to access archived messages using Microsoft Outlook 2007 or Outlook 2003.

(If you do not install the add-in, users can access the archived messages by using a hyperlink to the UAA Service.)

Before you install the Outlook Add-in, ensure that the following is installed on the computer:

• Outlook 2007 or Outlook 2003
• Outlook .NET Programmability Support

To install the add-in, in Step 2f: Outlook Add-in location of the Configuration wizard, select the Install Outlook Add-in on this computer check box and then specify the path.

You can save the installer so that you can deploy it to other computers as part of a batch process (see Deploying the Exchange Server Archiver Outlook Add-in using Active Directory group policy). The same installer is used for both Outlook 2007 and Outlook 2003. If you want to do this, select the Save the installer check box, and then specify the location to which you want to save it.

When you click Next, the Outlook Add-in Setup wizard is started. You will be prompted to specify the installation folder for the add-in.

When you have installed the Outlook Add-in, you must restart Outlook.

3. Selecting the archive mode

Exchange Server Archiver offers four different archive modes. An archive mode specifies what happens to messages that are processed during an archive.

You select the archive mode in Step 3: Archive mode in the Configuration wizard.

For example, you may wish to use Copy entire message or Copy attachment only mode if you are running a trial version of Exchange Server Archiver.

Copy attachments only

• copies attachments to the specified Archive Store
• the original attachments remain on the Exchange server

Copy entire message

• copies the message bodies to the Archive Store
• copies attachments to the Archive Store
• originals of both remain on the Exchange server

Copy and remove attachments only

• copies attachments to the Archive Store
• removes the attachments from the Exchange server

Full archive

• copies messages and attachments to the Archive Store
• on the Exchange server, removes each message that has been archived and replaces it with a placeholder; the placeholder contains the first few lines of the message, and links to the full archived message and any attachments
• removes the attachments from the Exchange server

4. Setting up a 'quick rule'

If you want to set up an archive task immediately, in Step 4: Quick Rule in the Configuration wizard you can define a rule to specify which mailboxes will be archived and when they will be archived. (If you do not want to set up a rule now, select Skip this step; no archive task will be set up and the configuration is completed.)

To set up a rule, select a rule template and click Next. In the wizard pages that follow, you are prompted to specify:

• the conditions under which you want messages to be archived
• a unique name for the rule
• the mailboxes to be considered for archiving
• the Archive Store in which you want the archived messages to be stored
• the schedule for the archive task

You can set up more rules and apply them to groups of users, or individual users when you have completed the Configuration wizard by using the Rules tab on the Admin Console.

When you have set up the quick rule (or skipped this step), you have completed the Configuration wizard and you can click Finish to close the wizard. You can then use the Admin Console to add more rules or to amend your configuration, as required.

Keywords: Archive Service, Storage Service, Archive Stores, UAA Service, User Archive Access Service, uaaservice, Outlook Add-in, plug-in, OWA, Outlook Web Access, archive mode, archive rule, rule, mapi