Setting up a trial environment

This topic describes how you can set up a trial environment for using Exchange Server Archiver with Exchange Server 2007. To download this topic as a pdf document, see Trial environment setup.

You do not have to use this particular setup for your evaluation; Exchange Server Archiver can be deployed into a wide number of Exchange configurations, and you can set up a trial on the configuration that is most convenient for you (for full details of the supported software, see Prerequisites).

However, the environment described here is designed to get you up and running with Exchange Server Archiver as quickly as possible, using the fewest number of computers.

The easiest way to do this is to use virtualization technology such as VMWare® Server, Microsoft® Virtual Server, or Microsoft Hyper-VTM. However, you could use physical computers if you prefer.

Before you set up a trial environment, you are recommended to read the Exchange Server Archiver Technical Overview for a description of the architecture and an explanation of how Exchange Server Archiver archives and retrieves messages.

Requirements

Below are the requirements for this trial configuration. For details of the general requirements for Exchange Server Archiver, see Prerequisites.

• 32-bit Windows 2003 Server SP2 (SERVER), 1.5 GB RAM, 50 GB of hard disk space
• 32-bit Windows XP SP3 (CLIENT), 512 MB RAM, 10 GB of hard disk space

Both computers should have a network connection and be on the same subnet.

The domain controller will run a DHCP server, therefore you are recommended to use a network that is dedicated to this system, such as the Host only networks in VMWare, or a Loopback adaptor if you are using Virtual Server.

Software:

• Microsoft Windows® 2003 Server installation CD
• Microsoft Exchange Server 2007 (32-bit) SP1 installation CD
• Microsoft Outlook® 2007 installation CD
• Red Gate Exchanger Server Archiver installer, available from the Red Gate Web site
• Installers for the following, all available from the Microsoft Web site
  • Windows Installer 3.0
  • Microsoft .NET 2.0 with SP1 or later
  • Messaging API and Collaboration Data Objects
  • Windows PowerShell
  • December 2007 cumulative time zone update for Microsoft Windows operating systems

Configure the server

The server will be the Active Directory Domain Controller, DNS Server, DHCP Server, Exchange 2007 Server, and Exchange Server Archiver server for the trial environment.

1. Install the prerequisites

Before you install the Windows roles, Exchange 2007, and Exchange Server Archiver, some prerequisites must be installed.

1. Log in to the computer as an administrator.
2. Place the Windows 2003 Installation disk into the CD drive of the server.
3. In the Control Panel, navigate to Add/Remove Programs and click Add/Remove Windows Components.
4. When the Windows Components Wizard is displayed, double-click Application Server.
5. Select the following components and then click OK:
   • ASP.NET
   • Internet Information Services (IIS)
6. Click Next and wait for the services to install.
7. Ensure that Windows Installer 3.0 or later is installed.

   If you need to install Windows Installer, you will be required to restart your system before you continue.

8. Install .NET 2.0 SP1
9. Install Messaging API and Collaboration Data Objects.
10. Install Windows PowerShell.

2. Configure the Indexing Service

Exchange Server Archiver requires that the Windows Indexing Service is running so that the Storage Service can search archived messages.

1. In Administrative Tools, select Services.
2. Right-click the Indexing Service and select Properties.
3. Change the Startup type to Automatic.
4. Click Apply.
5. Click Start.
6. Click OK, and then close Services.

3. Install the required Windows roles

When you have installed the prerequisite components, you can install the necessary Windows roles required to run a domain.

1. Open the Manage Your Server application.
2. Click the Add or Remove a role link.
3. When the Configure Your Server Wizard is displayed, on the Preliminary Steps page, click Next.
4. Select Typical Configuration and then click Next.

   This will install the Active Directory Domain Controller, DNS and DHCP roles required.

5. Enter the full Active Directory domain name for your environment, such as example.com, and then click Next.

   

6. Leave the NETBIOS settings as they are, and click Next.
7. On the Summary of Selections page, click Next to install the roles.
8. Accept any prompts to restart the system; when you log in again, the configuration continues.
9. When the Server Configuration Process is complete, click Next.

4. Configure the Windows roles

The Windows roles must be configured so that services and client computers can communicate.

Configure the DHCP role:

1. In Administrative Tools, select DHCP.
2. Ensure that the DHCP server is authorized by right-clicking the domain name; if Authorize is displayed in the menu, select this option; if Unauthorize is displayed, the DHCP server is already authorized and you do not need to take any action.
3. Expand the local domain, right-click Server Options, and then click Configure Options.
4. Select the 003 Router option and enter the IP addresses for your network's Router (also known as the default gateway).
5. Close DHCP.

Configure the DNS role:

1. In Administrative Tools, select DNS.
2. Right-click the server name and click Properties.
3. Select Forwarders, and enter the IP addresses of your network's DNS servers.
4. Click OK and close DNS.

Configure the Active Directory role:

1. In Administrative Tools, select Active Directory Domains and Trusts.
2. Right-click the Active Directory domain for your environment and click Raise Domain Functional Level.
3. From the drop-down list, select Windows Server 2003.

   

4. Click Raise, and agree to the confirmation message.
5. Close Active Directory Domains and Trusts.

5. Install Exchange Server 2007 SP1

When you have set up a working domain, you can install Exchange.

1. Place the Exchange Server 2007 SP1 installation disk into the CD-ROM drive of the server, and run setup.exe in the CD-ROM's root directory.
2. When the options page is displayed, ensure that Steps 1-3 are disabled; if they are not, you have not installed one of the prerequisites.

   

3. Click Step 4: Install Microsoft Exchange Server 2007 SP1.
4. When the Exchange Server 2007 SP1 Setup wizard launches, click Next on the first page.
5. Accept the License Agreement, and select the Error Reporting option you require.
6. Select Typical Exchange Server Installation and click Next.
7. Enter the name of your Exchange Organization, and click Next.
8. Select Yes to support for Outlook 2003 and Entourage, and then click Next.
9. Wait for the readiness checks to complete, ignore any warnings about using evaluation versions of Exchange, and then click Next.
10. Exchange Server 2007 SP1 will now be installed; when it completes the process, click Finish and restart the system.
11. When the system has rebooted, run setup.exe in the CD-ROM's root directory again.
12. When the options page is displayed, click Step 5: Get Critical Updates for Microsoft Exchange.
13. Follow the on-screen prompts to install any necessary updates.

6. Create users and mailboxes

You can now create three users with mailboxes: esauser is required by Exchange Server Archiver; testuser1 and testuser2 are users that you can use to send test e-mail messages and archive them.

1. Start the Exchange Management Console.
2. Navigate to Microsoft Exchange, Recipient Configuration, Mailbox.
3. In the Actions area, click New Mailbox.
4. In the New Mailbox wizard, choose to create a User Mailbox, and then click Next.
   1. Select Create a Mailbox for a New user and click Next.
   2. Enter esauser as both the Name and User Logon name (User Principal Name), complete the password fields, and then click Next.

      This creates the user that Exchange Server Archiver will use to communicate with Exchange.

      

   3. Click Browse, select a mailbox database for the user, click OK, and then click Next.
   4. Review the summary configuration, click New, and when the user is created, click Finish.
5. Repeat steps 1 to 4 above, specifying testuser1 as both the Name and User Logon name (User Principal Name).

   This will be a test user whose mailbox will be archived.

6. Repeat steps 1 to 4 above, specifying testuser2 as both the Name and User Logon name (User Principal Name).

   This will be a second test user whose mailbox will be archived.

7. Grant permissions to the ESA user

The Exchange Server Archiver Archive Service user must be a mailbox-enabled user in Exchange, and must have domain administrator rights and full access to the mailboxes on the Exchange server.

1. In Administrative Tools, select Active Directory Users and Computers.
2. In the Users directory, right-click the Domain Admins group, and then click Properties.
3. Select the Members tab and click Add.
4. Enter esauser and click OK.

   esauser will be added to the list of members of the Domain Admins group.

5. Click OK, and then close Active Directory Users and Computers.

Configure the client computer

You are recommended not to install Outlook on the same computer as Exchange. Therefore, you should configure a second computer to act as client in your test environment.

1. Install Windows XP and Service Pack 3.
2. Check that you have a network connection to the server by pinging it.
3. In the Control Panel, select System, select the Computer Name tab, and click Change.
4. In the Computer Names Changes dialog box, for Computer name enter CLIENT, for Member of Domain select example.com, and then click OK.
5. When prompted, enter the domain's administrator username and password.
6. At the Welcome to the example.com Domain prompt, click OK.
7. At the You must restart this computer for the changes to take effect prompt, click OK.
8. In the System Properties dialog box, click OK, and then click Yes when you are asked whether you wish to restart your computer.
9. When the computer has restarted, log in as example\administrator and install Outlook 2007 SP2.

Set up the Outlook accounts

You can now set up Outlook for the users:

1. Start Outlook, and configure the necessary details for testuser1 to send e‑mail.
2. Send a test e-mail message to esauser@example.com and testuser2@example.com.

   This creates their mailboxes in Exchange.

3. Log out and log back in again as esauser, start Outlook and set up the Outlook settings account for esauser.
4. Check that esauser has received the email from testuser1@example.com.
5. On the Tools menu, click Account Settings, select the esauser@example.com account and click Change.
6. Click More Settings.
7. Click Advanced.
8. Select the Advanced tab and click Add.
9. Enter testuser2 as the mailbox, and click OK.
10. Close the open dialog boxes, accepting all changes made.

esauser should now be able to view testuser2's mailbox and see the test e-mail message sent from testuser1.

The trial environment is now ready for Exchange Server Archiver to be installed. For details, see Installing Exchange Server Archiver.