EMC Xtender 4.x System Administration for Microsoft Exchange. Student Guide Course LG-XTEX4E575 Version E

Transcription

1 EMC Xtender 4.x System Administration for Microsoft Exchange Student Guide Course LG-XTEX4E575 Version E

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3 EMC XTENDER 4.X SYSTEM ADMINISTRATION FOR MICROSOFT EXCHANGE Student Manual Course LG-XTEX4E575 Version E

4 Proprietary Statement Copyright 2005 EMC Corporation. All rights reserved. This software (including documentation) is subject to the terms and conditions set forth in the end user license agreement or other applicable agreement, and you may use this software only if you accept all the terms and conditions of the license agreement. This software comprises proprietary and confidential information of EMC. Unauthorized use, disclosure, and distribution are strictly prohibited. Restricted Rights Legend Use, duplication, or disclosure of the software and documentation by the U.S. Government are subject to restrictions set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS or subparagraphs (c)(1) and (2) of the Commercial Computer Software - Restricted Rights at 48 CFR , as applicable. Manufacturer is Legato Software, a division of EMC, 2350 West El Camino Real, Mountain View, CA Course Information EMC Xtender 4.x System Administration for Microsoft Exchange Version E March 2005 P/N EDU

5 Trademarks Legato, the Legato logo, and Legato products and services names are trademarks of EMC Corp. Other trademarks may be the property of their respective companies. This is a nonexhaustive list of Legato trademarks, and other trademarks may be the property of their respective owners. Apple, Macintosh / Apple Computer, Inc. Caldera Systems, SCO, SCO OpenServer, UnixWare / Caldera, Inc. TELEform / Cardiff Check Point, FireWall-1 / Check Point Software Technologies, Ltd. Unicenter / Computer Associates International, Inc. Access Logix, Celerra, Centera, CLARiiON, EMC, EMC2, MirrorView, Navisphere, SnapView, SRDF, Symmetrix, Symmetrix DMX, TimeFinder / EMC Corporation Fujitsu / Fujitsu, Ltd. Hewlett-Packard, HP, HP-UX, HP Tru64, HP TruCluster, OpenVMS, ProLiant / Hewlett-Packard Company AIX, DB2, DB2 Universal Database, Domino, DYNIX, DYNIXptx, IBM, Informix, Lotus, Lotus Notes, OS/2, PTX, ptx/admin, Raid Plus, ServeRAID, Sequent, Symmetry, Tivoli, / IBM Corporation InstallShield / InstallShield Software Corporation Intel, Itanium / Intel Corporation Linux / Linus Torvalds Active Directory, Microsoft, MS-DOS, Outlook, SQL Server, Windows, Windows NT / Microsoft Corporation Netscape, Netscape Navigator / Netscape Communications Corporation Data ONTAP, NetApp, NetCache, Network Appliance, SnapMirror, SnapRestore / Network Appliance, Inc. IntraNetWare, NetWare, Novell / Novell, Inc. Oracle, Oracle8i, Oracle9i / Oracle Corporation NetFORCE / Procom Technology, Inc. DLTtape / Quantum Corporation Red Hat / Red Hat, Inc. R/3, SAP / SAP AG IRIX, OpenVault, SGI / Silicon Graphics, Inc. SPARC / SPARC International, Inc.a ACSLS, REELbackup, StorageTek / Storage Technology Corporation Solaris, Solstice Backup, Sun, SunOS, Sun StorEdge, Ultra / Sun Microsystems, Inc. SuSE / SuSE, Inc. Sybase / Sybase, Inc. Turbolinux / Turbolinux, Inc. Unicode / Unicode, Inc. VERITAS, VERITAS File System/ VERITAS Software Corporation WumpusWare /WumpusWare, LLC UNIX / X/Open Company Ltdb

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7 Contents Audience...ix Objectives...ix Prerequisites...ix Course Map... x Chapter Introductions...xi Chapter 1: Xtender 4.x Overview Objectives Defining Xtender Defining Xtender Terms Examining the Xtender Solution Diagramming Xtender Architecture Meeting Business Objectives Enabling Long-Term Mail Archiving Managing Mail Stores Enhancing Search Capabilities Assisting Policy Compliance Reducing Discovery Costs Describing Core EX Components License Server Describing Optional EX Components Comparing EX Archive Edition Features Chapter 1 Review & Summary: Xtender 4.x Overview EMC Xtender 4.x System Administration for MS Exchange i

8 Chapter 2: Installing Xtender 4.x Objectives Verifying EX System Requirements Creating Recommended EX Server Partitions Sizing the EX Server Partitions Lab 2-1:Sizing the EX Server Partitions Configuring the Xtender Server Installing Microsoft Message Queuing Installing the MS SQL Server Installing Outlook and Adobe Acrobat Reader Lab 2-2: Configure your EX Server Verify IIS Installation Install Message Queuing Services Change Message Queuing Location Install MS SQL Server Set the Maximum RAM Usage for the SQL Server Performing Additional Setup Tasks Creating the Service Account Installing the License Server Configuring Journaling Installing Xtender Server and Administrator Adding Mailbox Connectors Lab 2-3: Perform Additional Setup Tasks Create the Service Account Add the Service Account to the Domain Admins Group Modify the Local Security Policy Install the License Server (Optional) Add an EX License Configure Journaling Create a MAPI Profile Verify Journaling EMC Xtender 4.x System Administration for MS Exchange ii

9 Lab 2-4: Installing Xtender Base and Administrator Install Xtender Install EX Administrator Lab 2-5: Add Mailbox Connectors & Verify EX Functionality Add Mailbox Connectors Verify EX Functionality Chapter 2 Review: Installing Xtender 4.x Summary Chapter 3 : Administering Xtender Objectives Navigating the Xtender Administrator Using the EX Administrator Toolbar Using the EX Administrator Menu Bar Viewing and Saving Changes Managing Messaging Data Identifying the Server Component Configuring the Vault Configuring Cabinets Configuring Folders Identifying Volumes Lab 3-1 : Working with Volumes Close an Open Volume Remove a Monthly Index and Re-index Monthly Data Dispose Monthly Data Restore Monthly Data from Lost and Found Move and Return a Container File (Optional) Add a Volume from Another Ex Server Chapter 3 Review & Summary: Administering Xtender EMC Xtender 4.x System Administration for MS Exchange iii

10 Chapter 4: Understanding Rules, Retention, and Process Flow Objectives Understanding Rules & Retention Periods Defining Exclusion Rules Defining Collection Rules Identifying Action Rules Defining Unmatched Rules Creating a Keyword Rule Understanding Rule Hierarchy Using Expression Operators Setting Retention Periods Using Retention Periods Removing Outdated Volumes Lab 4-1: Create Rules Create and Test an Exclusion Rule Create and Test a Collection Rule with an Action Rule Lab 4-2: Set Retention Periods Mapping Xtender Process Flow EX Data Source (ex .exe) Xtender Archive (exarchive.exe) Xtender Indexer (exindex.exe) Xtender Administration (exadmin.exe) Xtender Query (exquery.exe) Xtender Address Rule (exaddrrule.exe) EX Message Exchange (ExExchangeMgr.exe) Chapter 4 Review: Understanding Rules, Retention, and Process Flow Summary EMC Xtender 4.x System Administration for MS Exchange iv

11 Chapter 5: Searching the Message Center Objectives Using the EX Web Search Interface Creating Basic Searches Creating Advanced Searches Performing Administrative Searches Encountering Corrupt Indexes Viewing Unavailable Messages Installing and Using the Xtender Search Plug-in Starting the Search Plug-in Performing a Basic Search Performing an Advanced Search Performing an Administrative Search Legal Discovery Search Owner Search Automated PST/NSF output(cont.) Wildcard Search Removing Duplicates Deleting Messages from the Archive Lab 5-1: Configure the Search Plugin Configure the Search Plugin Lab 5-2: Perform Basic and Administrative Search Tasks Prepare the Archive for Searching Perform Basic Search Perform an Administrative Search Delete a Message from the Archive Chapter 5 Review & Summary: Searching the Message Center EMC Xtender 4.x System Administration for MS Exchange v

12 Chapter 6: Using Xtract Objectives Understanding Xtract Preparing for and Installing Xtract Identifying Xtract Functions Defining Shortcutting Installing Shortcut and OWA Support Creating a Public Organizational Forms Library Installing Shortcut Forms for Exchange Installing Outlook Web Access Support Lab 6-1: (Demo) Create a Public Organizational Forms Library Create a Public Organizational Forms Library Grant Owner Permissions Lab 6-2: (Demo) Install a Shortcut Form Install a Shortcut Form Lab 6-3: (Demo) Install Outlook Web Access Support Install Outlook Web Access Support Accessing and Setting Up Xtract Setting up Xtract Options Selecting the MAPI Profile Modifying Configuration Options in Xtract Understanding Xtract Tasks Configuring the Archival Task Configuring the Shortcut Task Configuring the Delete Task Configuring the Search Task Configuring the Analysis Task Exporting Task Results to a CSV File Using Task Result Charts Scheduling Tasks Lab 6-4: Perform Xtract Shortcut and Deletion Tasks EMC Xtender 4.x System Administration for MS Exchange vi

13 Perform a Shortcut Tassk in Xtract Perform a Deletion Task in Xtract Chapter 6 Review: Using Xtract Summary Chapter 7: Managing Xtender Objectives Understanding EX System Management Assigning Archive Permission Levels Creating Supervisor Groups Configuring Directed Search Permissions Lab 7-1: Create and Use a Supervisor Group Lab 7-2: Set up and Use Directed Search Access Rights Managing Unprocessed Messages Reprocessing Messages Changing the EX System Configuration Adjusting Container Path and Size Changing the Media Type Altering Data Source Settings Viewing and Editing Folder Properties Editing Account Information Switching MAPI Profiles Changing License Configuration Using Events Managing Xtender Services Health Check Tool Chapter 7 Review: Managing Xtender Summary EMC Xtender 4.x System Administration for MS Exchange vii

14 Chapter 8 : Using the Xtender Audit Utility Objectives Xtender Audit Utility Overview EX Audit System Requirements Launching the Audit Utility Viewing and Creating EX Audit Reports Monitoring Message Deletion Lab 8-2: Create a Deleted Message Report Delete a Message from the Archive Create a Deleted Message Report Monitoring Deleted Volumes Monitoring Access to a Specific Message Monitoring Messages Accessed by a User Monitoring Total Administrative Searches User-created Reports Exporting Audit Reports Exporting a Report to an Application Exporting a Report to Disk Exporting a Report to an Exchange Folder Exporting a Report Using MAPI Exporting a Report to Lotus Notes Chapter 8 Review & Summary: Using the Xtender Audit Utility Index EMC Xtender 4.x System Administration for MS Exchange viii

15 Introduction Welcome to EMC Xtender 4.x Administration. In this two-day instructor led course you learn about EMC s comprehensive, policy-based system that automatically collects, organizes, retains and retrieves messages and attachments. The course contains lectures, instructor demonstrations, hands-on labs, and review questions to provide practice for administration and supporting EMC Xtender 4.x in a Windows environment. Audience This course is designed for system administrators, system engineers, EMC partners, and software support specialists who install, configure, and manage EMC Xtender 4.x. Objectives Upon successful completion of this course, you should be able to: Describe Xtender functionality, benefits, and components. Install and configure Xtender. Capture messages and archive them to the EXtender server. Search the Xtender Message Center. Use Xtract. Use Xtender Audit Utility. Prerequisites The prerequisites listed are helpful in understanding the contents of the course and knowledge of these is recommended prior to registering for this course. Windows System Administration experience Familiarity with MS Exchange Server and MS Outlook administration Network administration in a TCP/IP environment EMC Xtender 4.x System Administration for MS Exchange ix

16 Course Map This is a two-day course. The instruction time required for each day is approximately 6 hours, excluding lunch and breaks. Following is the suggested schedule. Day 1 Introduction (15 minutes) Chapter 1: Xtender 4.x Overview Chapter 2: Installing Xtender 4.x Chapter 3: Administering Xtender Chapter 4: Understanding Rules, Retention, and Process Flow Day 2 Chapter 5: Searching the Message Center Chapter 6: Using Xtract Chapter 7: Managing Xtender Chapter 8: Using the Xtender Audit Utility Evaluation (15 minutes) EMC Xtender 4.x System Administration for MS Exchange x

17 Chapter Introductions The introduction to each chapter is listed below to give you a better feel for the material covered in this course. Chapter 1: Xtender 4.x Overview In this chapter you learn the Xtender (EX) design for an enterpriselevel messaging system that allows deployment across an entire site or organization. This chapter introduces Xtender, how it is used, and the core and optional components. It also explains the differences between EMC Xtender and its Archive Edition. Chapter 2: Installing Xtender 4.x In this chapter you learn the steps involved in the Xtender installation process. Before installing Xtender, give careful thought to your EX implementation to accommodate your organization s specialized objectives. This chapter guides you through the pre- and post-installation steps necessary to establish an Xtender enterprise-level messaging system. Chapter 3: Administering Xtender In this chapter you learn how to use the Xtender 4.x Administrator. The Xtender Administrator provides a Windows-like interface that allows you to easily view and mange the EX Message Center and provides easy organization of archived messages. Chapter 4: Understanding Rules, Retention, and Process Flow In this chapter you learn how to create mail rules and retention periods on cabinets and folders created through the EX Administrator. This feature allows you to efficiently organize your archives and media. It also maps Xtender process flow. Chapter 5: Searching the Message Center In this chapter you learn to use EX Web Search, a Web site that provides client access to the Xtender Message Center using a Web browser. In addition, you learn how to use EX Search Plug-in, an add-on module for use with Microsoft Outlook Corporate Version 98, 2000 or XP (SP 2 required). EMC Xtender 4.x System Administration for MS Exchange xi

18 Notes EMC Xtender 4.x System Administration for MS Exchange xii

19 LEGATO Xtender 4.x for Exchange Administration 2005 EMC Corporation. All rights reserved. Copyright 2004 LEGATO Systems, Inc. Chapter 1- Xtender 4.x Overview - 1

20 Xtender 4.x 4.x Overview Overview Chapter 1 Chapter 1 Chapter Chapter EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 2 Xtender 4.x Overview In this chapter you learn the Xtender (EX) design for an enterprise-level messaging system that allows deployment across an entire site or organization. This chapter introduces Xtender, how it is used, and the core and optional components. It also explains the differences between LEGATO Xtender and LEGATO Xtender Archive Edition. Chapter 1- Xtender 4.x Overview - 2

21 Objectives Define Xtender's purpose. Identify how Xtender meets business objectives. Describe required Xtender components. Describe optional Xtender components. Compare Xtender Archive Edition features EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 3 Objectives After completing this chapter, you should be able to: Define Xtender s purpose. Identify how Xtender meets business objectives. Describe the core EX components. Describe optional EX components. Compare EX Archive Edition features. Chapter 1- Xtender 4.x Overview - 3

22 Defining Xtender Xtender Version 4.x is a comprehensive, integrated system that automatically collects, organizes, retains and retrieves messages and attachments. Real-Time Capture of ALL messages and attachments. Full-Text Indexing of messages and attachments.* Web Access allows users to search and retrieve their own messages and attachments without help from IT. EX Cross-Mailbox Search and Retrieval helps the IT team securely administer the entire system faster and more efficiently. EX EX LifeCycle Management Organizes messages and attachments into volumes and assigns their disposition according to the organization s policies. Multi-Environment Support Supports MS Exchange 5.5/2000, Lotus Domino, UNIX Sendmail. * File formats include documents, slideshows, spreadsheets, images, video, HTML, etc EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 4 Defining Xtender Xtender (EX) is software designed for enterprise-level messaging systems. You can deploy EX across an entire site or organization, and Xtender configuration allows the capture of a single copy of each message sent or received. To better understand Xtender, you should understand the following: Common Xtender terms. The Xtender Solution. Xtender architecture. Note: This chapter introduces Xtender concepts that are covered in depth later in this course. Chapter 1- Xtender 4.x Overview - 4

23 Defining EX Terms: Journaling Internet Journaling the process running on Microsoft Exchange that forwards all incoming and outgoing mail to a mailbox that you specify. Mail Server EX Journaling Mailbox EX Server 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 5 Defining Xtender Terms There are several terms you should know that help you to understand Xtender concepts: Journaling the process utility running on Lotus Notes Microsoft Exchange that copies all incoming and outgoing mail to the Mail-In DB exjournal.nsf a mailbox that you specify. Chapter 1- Xtender 4.x Overview - 5

24 Defining EX Terms: Archiving Internet Archiving moving copied mail from the Exchange server to a storage location on the EX server. This process occurs from either the journaling mailbox or through Xtract functions. Mail Server EX Journaling Mailbox EX Server 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 6 Archiving moving copied mail from the Notes Exchange server to a storage location on the EX server. This process occurs from either the journaling Mail-In DB mailbox or through Xtract functions. Chapter 1- Xtender 4.x Overview - 6

25 Terms: Exchange Message Store Message Store a dedicated mail repository for storing, retrieving and manipulating messages. Mail Server 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 7 Exchange Message Store - a dedicated mail repository for storing, retrieving and manipulating messages. Chapter 1- Xtender 4.x Overview - 7

26 Terms: Full Text Indexing Full Text Indexing an index of all available text within the header, attachment, or message of an . Indexed Text Lunch Hi Ron Let's do lunch on Thursday at 12:00 Mini's Café I'm looking forward to seeing you again Regards Milo 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 8 Full Text Indexing an index of all available text within the header, attachment, or message of an . Chapter 1- Xtender 4.x Overview - 8

27 Terms: Archive Archive a collection of information about and including copied that is accessible to Xtender. Connection Mailbox Archive EX Server 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 9 Archive a collection of information about and including copied that is accessible to Xtender. Chapter 1- Xtender 4.x Overview - 9

28 Terms: Public Organizational Form Public Organizational Form an Outlook template such as forms, task forms,etc EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 10 Public Organizational Form a template used in Outlook. Standard templates include appointment, contact, and message, to name a few. EX uses a Public Organizational Form to shortcuts within Outlook itself. The form is used to create the shortcut icon appearing in the list of archived messages. Chapter 1- Xtender 4.x Overview - 10

29 Terms: Mailbox Connectors Mail Server EX Journaling Mailbox EX Mailbox Connector EX Server Message Center Mailbox Connectors the holding place on the Xtender server (an Exchange Mailbox) for messages before they are transferred to the Xtender Message Center EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 11 Mailbox Connectors the holding place for messages before they are transferred to the EX Message Center. This is also known as the journaling mailbox. Chapter 1- Xtender 4.x Overview - 11

30 Terms: MAPI Messaging Application Programming Interface (MAPI) An object-oriented programming interface for messaging services that Xtender uses to to retrieve messages from the mailbox connectors. MAPI EX Message Center Mailbox Connector EX Server 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 12 MAPI the Messaging Application Program Interface that EX uses to retrieve messages from the mailbox connectors. Chapter 1- Xtender 4.x Overview - 12

31 Examining the Xtender Solution Messaging System Information Store Connection Mailbox End User Desktop Real-Time Capture Scheduled Tasks Legato Xtender Server (W2K) MS SQL Server 2000 Patented duplicate detection Shortcuts Xtract Archive, Delete, Shortcut, Analysis, Search Xtender Services Full-text index of messages and attachments Lifecycle Management via customer defined policies Optimized container storage methodology Compression & Encryption Auditing Satisfy regulatory record and retention rules Searching Native Client Support (Outlook) DiskXtender HSM HSM solution MS IIS IIS SMTP SMTP Web Web client client 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 13 Examining the Xtender Solution Each piece of the Xtender solution is discussed more thoroughly in later chapters, however, it is important to realize where each piece fits in the overall solution. The Messaging system provides real-time capture of and stores it in the connection mailbox. Xtender pulls the mail from this mailbox, and a MS SQL Server 2000 on the EX server provides duplicate detection to prevent the initial capture of multiple copies of an , such as might occur through distribution lists. Xtract is the component that enables EX to pull off of the server and store it in an archive, while leaving a pointer to the in the user s Notes Outlook interface. This component allows you to save space and processing power on the mail server. Xtender services index the messages, provide the storage methodology, compression, encryption, and auditing, and help to satisfy regulatory record and retention rules. The Native Client Support links EX to Notes Outlook so that users can search through the Notes Outlook interface. MS IIS provides the ability to use a web client to search . DiskXtender enables you to move volumes to storage media. Chapter 1- Xtender 4.x Overview - 13

32 D Copyright 2005 EMC Corporation. Do not Copy - All Rights Reserved. Diagramming Xtender Architecture Message Archiving Mail Servers Access to Archive via Shortcuts EX Server Remote Admin of EX Server Remote Admin Workstation EX Search Plug-in & Web-based Searches JBO DiskXtender Client Workstation Storage Media (NTFS or FAT) 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 14 Diagramming Xtender Architecture When you install Xtender server software on the intended EX server, EX publishes a Web site (located at Xtender, where localhost is the IP address or server name of the EX server). Users and administrators can access this Web site to search Xtender s archives at any time. Administrators can access all messages within the EX message store, while users can access only messages they receive or send. The EX Audit utility allows an audit of the administrator access to prevent unauthorized viewing or deletion of users . In addition, you can install the EX Search Plugin from the EX installation setup CD. It can be installed on the Xtender Server or Xtender client machine installed with Lotus Notes or Microsoft Outlook to enable fast and convenient EX searches from within these client/server platforms. Chapter 1- Xtender 4.x Overview - 14

33 Meeting Business Objectives Business objectives that EX meets: Enables long-term mail archiving Manages message stores Enhances search capability Assists in policy compliance Reduces discovery costs 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 15 Meeting Business Objectives There are a number of reasons that an organization decides to deploy Xtender. The slide lists some of the business objectives EX enables you to meet. Chapter 1- Xtender 4.x Overview - 15

34 Copyright 2005 EMC Corporation. Do not Copy - All Rights Reserved. Enabling Long-term Mail Archiving Copies mail from Exchange into a dedicated archive. Stores archived mail in flat, portable files of configurable size. Extends the EX archived message storage capacity through the use of removable media. Natively EX stores archive files on NTFS or FAT partitions or disks. Provides the ability to store archive files on a variety of other media including tape and optical media through DiskXtender. JBOD 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 16 Enabling Long-term Mail Archiving Xtender copies messages from Exchange Notes into a dedicated archive through the use of journaling on the Notes Domino Exchange server. The dedicated archive stores mail by month in flat, portable files of configurable size. You can store these files (.emx files) on removable media, extending the message store capacity. EX natively archives data to NTFS or FAT hard disks. DiskXtender adds the capability to archive mail to additional media types. Businesses use Xtender in an record-keeping capacity to save as a valuable business record. This results in an increase of end-user productivity and overall business performance. Note: For more information on supported media types, visit or see the LEGATO Xtender System Guide. Chapter 1- Xtender 4.x Overview - 16

35 Managing Message Stores Xtender helps minimize the size of Exchange Message Stores so that they do not grow large enough to adversely impact system performance. Through the use of Xtender and its Xtract module, messages are periodically deleted from the Exchange Message Store EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 17 Managing Mail Stores Xtender helps minimize the size of message stores on the server preventing them from growing large enough to negatively impact system performance. You can periodically delete messages from the Exchange message store through the use of Xtender and Xtract. Chapter 1- Xtender 4.x Overview - 17

36 Enhancing Search Capabilities Enables employees to locate deleted from Exchange Message Stores. Allows management to search former employee's . Uses full-text indexing for broader search capabilities, including attachments. Permits searches across multiple employee message archives through supervisory groups EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 18 Enhancing Search Capabilities Xtender includes the Web Search client and the Search Plugin. Employees can use these tools to search mail archived mail on the EX server, but deleted from the Exchange Message Store. Management can use these search tools to search other employee s mail, for example, former employee s messages. Full-text indexing of archived mail and attachments, allows for broader searching than the native Outlook search tool. Supervisory groups configured in Xtender allow authorized personnel to search across multiple employee message archives. Chapter 1- Xtender 4.x Overview - 18

37 Assisting Policy Compliance The Audit Configuring rules and retention periods in Xtender enable administrators to collect, track, and retain specific messages or types of messages. Utility enables you to verify that only authorized users with a legitimate business purpose monitor compliance. Xaminer (an add-on component to Xtender) offers additional advanced surveillance capabilities designed specifically for policy compliance EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 19 Assisting Policy Compliance Configuring rules and retention periods in Xtender enables administrators to collect and retain specific messages or types of messages to comply with internal or regulatory archiving policies. Use the Audit Utility to ensure that only authorized administrators with legitimate business purposes monitor compliance. Xaminer (an add-on component to Xtender) offers additional advanced surveillance capabilities designed specifically for compliance with regulations and policies -- including message sampling, customizable automated procedures, intelligent cross-mailbox searching, purging, and more. For more information on Xaminer see Chapter 1- Xtender 4.x Overview - 19

38 Reducing Discovery Costs The Xtender Web Search Client and Search Plugin reduce discovery costs EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 20 Reducing Discovery Costs The Xtender Web Search client and Search Plugin reduce the cost of discovering during litigation, audit, investigation, or any other discovery event because Xtender Web Search client and Search Plugin make it fast and easy to locate . You can search on key words, by the date, or using a particular field, enabling you to narrow the search and find the needed messages in minutes. Chapter 1- Xtender 4.x Overview - 20

39 Describing Core EX Components Xtender Server Software Xtender Administrator EX Exchange Journaling Utility (Exchange 5.5) License Server 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 21 Describing Core Xtender Components The components core to EX system functionality are described in below: Xtender Server - You should install the Xtender Base with Administrator on the server you use as the EX Server. It creates and maintains the EX Message Center and includes the services involved in EX functions. During installation, EX adds Web content to the EX server s Internet Information Server (IIS) default site, allowing for real-time Web-based searches of archived messages. Xtender Administrator - The Xtender Administrator, installed with the EX Server software, allows you to manage EX Services and the EX Message Center. Installing EX Administrator on other computers facilitates remote administration of your EX server. Users and administrators can access this Web site to search Xtender s archives. Exchange Journaling - Install the Journaling Utility for Exchange 5.5 on the Exchange server. The Exchange Journaling Utility is not required in an Exchange 2003 environment. For more information on Journaling. License Server - The License Server stores and validates software licenses. Install the License Server in a location that is always accessible to the Xtender server and set it up before installing EX (unless you intend to use the evaluation copy of EX). Chapter 1- Xtender 4.x Overview - 21

40 License Server The License Server stores and validates EX licenses EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 22 License Server During EX Server setup, you enter the machine name of the License Server that contains valid EX licenses. You can change license and configuration information anytime after installation. The license server stores and validates all LEGATO Xtender product licenses and is not specific to Xtender. The shown License Server Administrator allows association of permanent license keys with a particular product installation. Note: For instructions on how to install the license server and add a license, see Configure Your Ex Server in Chapter 2. Chapter 1- Xtender 4.x Overview - 22

41 Describing Optional EX Components Auditing Utility Xtract Search Plugin 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 23 Describing Optional EX Components Xtender includes the optional components in Table that enhance the usability of archived mail. If complete option is chosen all components are installed. Audit Utility - The Audit Utility is an optional component for use with Xtender. This utility monitors all searches run against mail not directly belonging to the searcher. This utility records all Administrator, Supervisor, and directed searches for audit purposes. Then, you can generate reports using included templates to view specific statistics regarding searches. The Audit Utility also logs any deleted messages or volumes and includes them in two reports (Deleted Message Report and Deleted Volume Report). Xtract - EX includes an management utility called Xtract that runs either from the EX server or mail server. Xtract manages messages in the Microsoft Exchange message store. You can run these actions manually, on a schedule, or on-demand in real-time. When you install Xtract on the EX server, you can use it to archive messages received by the mail servers before EX installation and can use it to delete archived messages from the mail servers. Xtract can run extraction tasks involving item types such as public folders, tasks, sticky notes, and calendar appointments. Search Plugin - The Xtender Search Plugin is client-side software that allows users and administrators to search messages archived by EX. The EX Search Plugin contains enhanced search functionality with the user-friendliness and quick accessibility of an MS Outlook function. Chapter 1- Xtender 4.x Overview - 23

42 Comparing EX and EXAE Features/Platforms EXAE EX Exchange Support a a Lotus Notes Support a a IM Support a Bloomberg Support a UNIX Sendmail Support a a Client search a Administrative Search a a Description Archives messages from Exchange and Lotus Notes/Domino mail servers. Archival of IM messages requires full EX release. Bloomberg archival requires full EX release. Sendmail archival available in both. Client machine searches requires full EX release. Administrative searches available in both products. Schedule-based Capture a a Scheduled tasks available in both products. Real-time Capture a Realtime capture (journaling) requires full product. Ensured Message Archival and Delivery a Validated (via auditing reports) archival available in EX. Policy-based Record retention a EXAE captures & archives mail in a single folder. Shortcut message support a a Shortcuts are supported in both version. Full-text indexing a a Full-text indexing are supported in both versions. PST file migration a a Migration and archival of PST data is in both. Message level restore Public Folder support a a a a The search client can restore specific messages. Archival and retrieval of public folders available in both. archive auditing/reporting a Auditing reports are available in EX EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 24 Comparing EX Archive Edition Features Also available, is LEGATO Xtender Archive Edition (EXAE), which is a subset of Xtender. It offers a variety of features designed specifically to help an organization reduce storage costs and increase message server availability by automatically migrating messages and attachments into a centralized message archive. By removing messages from the messaging server, EXAE allows organizations to keep message server sizes small, improving performance and reducing backup times. The slide lists the product features available within EXAE as compared to the full Xtender 4.5 release of the product. Chapter 1- Xtender 4.x Overview - 24

43 Exploration Chapter 1 Review: Xtender 4.x Overview Summary 2005 EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 25 Chapter 1 Review: Xtender 4.x Overview What can you install on any server or client machine with Microsoft Outlook to enable fast and convenient EX searches from within these mail applications? What are three EX components required fro EX system functionality? Which three optional components enhance the usability of archived mail? What happens to volumes when they reach capacity or are idle for five days? Which LEGATO storage management product can you use with EX to enhance the storage capabilities of the server? What is the name of the mail-in database created by the EX listener for Lotus/Domino for journaling mail? Summary: Xtender is software that allows real-time capture of all messages and attachments and allows full text indexing for easy search and retrieval. Xtender enables employees to locate mail deleted from the message store and allows management to search across multiple employee message archives. It also assists with policy compliance and reduces discovery costs. The components required for EX system functionality are: the Xtender Server Software, the EX Administrator, and the Listener for Notes/Domino EX Exchange Journaling Utility (for Exchange 5.5)You enable message journaling using the General tab of the Mailbox Store properties in an Exchange 2000 environment. The audit utility, Xtract and the Xtender Search Plugin are optional components that add additional usability. Chapter 1- Xtender 4.x Overview - 25

44 End of Chapter EMC Corporation. All rights reserved. Chapter 1 - Xtender 4.x Overview - 26 Chapter 1- Xtender 4.x Overview - 26

45 LEGATO Xtender 4.x for Exchange Administration 2005 EMC Corporation. All rights reserved. Copyright 2004 LEGATO Systems, Inc. Chapter 2 - Installing Xtender 4.X - 1

46 Installing Xtender 4.x Chapter EMC Corporation. All rights reserved. Chapter 2 - Installing Xtender 4.x - 2 Chapter 2 - Installing Xtender 4.X - 2

47 Objectives Verify the system requirements. Configure the Xtender server. Perform pre-requisite setup tasks. Install Xtender components and Administrator. Add mailbox connectors EMC Corporation. All rights reserved. Chapter 2 - Installing Xtender 4.x - 3 Chapter 2: Installing Xtender 4.x In this chapter you learn the steps involved in the Xtender installation process. Before installing Xtender, give careful thought to your EX implementation to accommodate your organization s specialized objectives. This chapter guides you through the pre- and post-installation steps necessary to establish an Xtender enterprise-level messaging system. Objectives After completing this chapter, you should be able to Verify the system requirements. Configure the Xtender server. Perform additional pre-requisite setup tasks. Install Xtender base and Administrator. Add mailbox connectors. Chapter 2 - Installing Xtender 4.X - 3

48 Verifying EX System Requirements 800 MHz Pentium Processor P-III (or higher) Minimum 512 MB System Memory (RAM) Minimum 8 GB free disk space for multiple NTFS partitions Dedicated system Member of the Exchange server's domain, not a workgroup Not a domain controller 2005 EMC Corporation. All rights reserved. Chapter 2 - Installing Xtender 4.x - 4 Verifying EX System Requirements To optimize the performance of your EX system, LEGATO recommends that you dedicate a server primarily to EX with the addition of DiskXtender (versions 5.20, 5.30, or 5.40), and License Server, if applicable. This server must meet all minimum requirements and have carefully planned resources. Note: DX is processor intensive and you should not install it on a domain controller where it must authenticate users and perform other domain controller tasks. If using DX, do not set up the EX server as a domain controller. Supported mail environments are: Exchange 5.5 plus SP 1 or later Exchange 2000, 2003 Domino 4.66 or 5.02, 6.x or later New Listeners for AS400, AIX, Solaris, and Linux SMTP for Linux and Solaris Chapter 2 - Installing Xtender 4.X - 4

49 Creating Recommended EX Server Partitions Drive Function Format Note C: Operating System OS dependent D: EX installation drive NTFS EX system files and stored indexes E: EX container file storage drive NTFS DX 2000 extended drive Note: The drive letters above are not hard-coded and you can use any drive letter EMC Corporation. All rights reserved. Chapter 2 - Installing Xtender 4.x - 5 Creating Recommended EX Server Partitions For highest performance, partition the EX server machine as indicated in the slide. When using DiskXtender 2000 to manage stored messages, partition the server as described in the slide. Placing the Xtender program files on the same partition as the DiskXtender 2000 extended drive causes software conflicts and possible data loss. By default, the partition with the most available empty space is selected as the storage drive. This includes network mapped drives also. Chapter 2 - Installing Xtender 4.X - 5

50 Sizing the EX Server Partitions Container File Partition Item a b c d e TOTAL # of Users Value Messages per user, per day Days per work week # of weeks mail will reside on the storage drive Average message size (KB) a*b*c*d*e = /1024 = /1024 = Equals (3 years) ,000,000 KB or 152,344 MB or 149 GB EX Installation Partition Multiply the Container File size by.2 = 29.8 GB 2005 EMC Corporation. All rights reserved. Chapter 2 - Installing Xtender 4.x - 6 Sizing the EX Server Partitions You should configure the EX Server partitions to handle the total amount of archived messages. The larger the drives or partitions, the better the system performance. In addition, leaving plenty of room for growth ensures EX server reliability. Calculating the drive sizes helps to determine the hardware requirements necessary for the EX system. To determine the size of the EX Container File Storage drive and Installation drive (where EX stores indexes and system files), you multiply several messaging items together as shown in the slide. The reason that you multiply the container file size by.2 is that the indices add another 10%, and the system files add 10% to the total space required. Note: See the LEGATO Xtender System Guide for more information on sizing. Chapter 2 - Installing Xtender 4.X - 6

51 Exploration Lab 2-1: Sizing the EX Server Partitions 2005 EMC Corporation. All rights reserved. Chapter 2 - Installing Xtender 4.x - 7 Lab 2-1 In this lab you consider an example Exchange environment and determine the appropriate EX Server container and installation partition sizes. Calculate and Review Your Exchange Environment Given the following: Company ABC has 150 users. Each user sends and receives an average of 25 messages each weekday. The average message size is 50 KB. 1. How many messages does Company ABC s Exchange server average each day? 2. How many messages does Company ABC s Exchange server average each week? 3. Approximately how much mail (in MB and in KB) is added to Company ABC s Exchange server each week? Calculate your EX Server Container Partition Size: Company ABC s policy is to save archives to the container partition for 2 years. How many weeks does ABC save archives? 1. How many weeks does ABC save archives? 2. What size should ABC make their EX Server Container partition ( GB).? Continued on next slide. Chapter 2 - Installing Xtender 4.X - 7

52 Exploration Lab 2-1: Sizing EX Server Partitions cont EMC Corporation. All rights reserved. Chapter 2 - Installing Xtender 4.x - 8 Lab 2-1 continued In the continuation of this lab you consider an example Exchange environment and determine the appropriate EX Server and installation partition sizes. Calculate Your EX Server Installation Partition Size: Considering the previous calculations, determine the size of the EX server installation partition. What size should Company ABC make their EX Server installation partition (in GB)? Chapter 2 - Installing Xtender 4.X - 8

53 Configuring the Xtender Server Enable Windows 2000 Server with Service Pack 3 (or higher) with Internet Information Server 5.0 installed and SMTP service, or Windows 2003 Install Microsoft Message Queuing Install MS SQL Server 2000 (Enterprise or Standard edition) Service Pack 3 (or higher) Install the latest version of Microsoft Outlook and Adobe Acrobat Reader 2005 EMC Corporation. All rights reserved. Chapter 2 - Installing Xtender 4.x - 9 Configuring the Xtender Server The slide shows the software you should install and configure on the EX server prior to installing the Xtender software. Note: Failing to meet these requirements before installing EX can lead to your system not functioning correctly. Chapter 2 - Installing Xtender 4.X - 9

54 Installing Microsoft Message Queuing Ensure that the EX Server is a member of a Windows 2000 or Windows 2003 domain before installing and configuring MSMQ. Install MSMQ to facilitate the archiving of messages. MSMQ holds message files in private queues created by EX until EX functions can process them. Modify MSMQ to ensure that the message files are NOT queued on the main operating system partition drive (which is the default) EMC Corporation. All rights reserved. Chapter 2 - Installing Xtender 4.x - 10 Installing Microsoft Message Queuing For Xtender to work properly, you should install Microsoft Message Queuing (MSMQ) on the EX server after ensuring that the EX server is a member of a Windows 2000 or Windows 2003 domain. Message queuing facilitates the archiving of messages by holding message files in private queues created by EX until EX functions process them. It is important that the system does not queue the message files on the main operating system partition drive. After relocating MSMQ, you must reboot the system. MSMQ has the following characteristics: Characteristic Maximum Capacity Storage Locations Startup Errors Description 1.8 GB (2.6 GB with Advanced Server) Adjust for disk space and performance 2121 & 2124 errors at startup are corrected by adding the following registry key to the values listed below: 2121 & 2124 errors at startup are corrected by adding the following registry key to the values listed below: [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft \MSMQ\Parameters\setup] "AlwaysWithoutDS"=dword: Chapter 2 - Installing Xtender 4.X - 10

55 Microsoft Message Queuing continued MSMQ holds message files in private queues created by EX until EX functions can process them. Modify MSMQ to ensure that the message files are NOT queued on the main operating system partition drive (which is the default). Insure that the EX Server is a member of a Windows 2000 or Windows 2003 domain before installing the MSMQ windows components EMC Corporation. All rights reserved. Chapter 2 - Installing Xtender 4.x - 11 The following private queues are created in MSMQ by the installation of Xtender: Name ex10_incoming_queue ex10_incoming_queue_0 ex10_incoming_queue_1 ex10_incoming_queue_2 ex10_incoming_queue_3 ex30_rule_queue ex40_ vault ex50_index_queue ex80_volume_reinsert_queue ex90_outbound_queue Label Message Marshaller Message Marshaller_0 Message Marshaller_1 Message Marshaller_2 Message Marshaller_3 Rule Processor Message Archiver Message Indexer Volume Reprocessor Outbound Messages Chapter 2 - Installing Xtender 4.X - 11

56 Installing the MS SQL 2000 Server The database portion of Xtender and the Audit Utility make use of an MS SQL 2000 Server. Xtender uses this database when performing duplicate detection. Xtract uses this database when locating shortcuts. Shortcuts replace an actual message or attachment on the mail server with a link to the archived message on the EX container file storage partition. The Audit Utility stores audit events in a second SQL database on the SQL Server EMC Corporation. All rights reserved. Chapter 2 - Installing Xtender 4.x - 12 Installing the MS SQL Server The database portion of Xtender and the Audit Utility make use of an MS SQL 2000 Server. The server is installed with SP 3 and Mixed Mode authentication. When the EX Message Center processes messages, it stores important message information such as the message ID, in an SQL database. EX uses this database when performing duplicate resolution and when locating shortcuts. During duplicate resolution, EX or Xtract scans through the SQL database to make sure that each archived message is unique. If EX encounters a duplicate message ID when searching the database, it does not archive the message. Note: Xtract includes the shortcut functionality. Shortcuts replace the actual message on the mail server with a link to the archived message on the EX container file storage drive. When you perform an administrator, supervisor, or directed search using one of the search applications, the Audit Utility stores an audit event in a SQL database on the SQL Server (you must install this utility for this to work). Xtract uses the information stored in this audit database to create reports of search actions taken. Note: A SQL database of 1 GB is approximately equivalent to 1 million messages. Chapter 2 - Installing Xtender 4.X - 12