EMC SourceOne Management Version 7.1

Transcription

1 EMC SourceOne Management Version 7.1 Installation Guide REV 02 EMC Corporation Corporate Headquarters: Hopkinton, MA

2 Copyright EMC Corporation. All rights reserved. Published in the USA. Published October 2013 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. EMC 2, 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 ( 2 EMC SourceOne Management Version 7.1 Installation Guide

3 Contents Preface... 7 Chapter 1 Chapter 2 Introduction Product overview EMC SourceOne Management...12 Related products...14 System architecture System components Processing services Databases Archives Storage Applications Planning the Installation Pre-deployment planning Customer engagement...26 Roles and resources...27 Analysis and design...28 Example configurations Information resources...29 Blueprints...29 EMC SourceOne example configurations...30 Small-to-medium business configuration example...31 Enterprise configuration example...35 Sizing and scalability...38 Performance metrics...39 High-availability...40 EMC SourceOne Management Version 7.1 Installation Guide 1

4 Contents Backup and restore Disaster recovery Chapter 3 Chapter 4 Chapter 5 Pre-installation Pre-installation checklist overview Creating accounts in Active Directory Assigning permissions Common permissions assignment Management permissions assignment Establishing system requirements Common computer requirements Management computer requirements Important Considerations Common considerations (all products) Native Archive Index Work directory considerations Hardware repurposing considerations Important SQL Server considerations Additional service accounts to support least privileges Service account passwords Regional and language options to support indexing Management considerations Compatibility with EMC Xtender Service account mailbox restrictions and workaround Indexing support for embedded Exchange messages Search service startup Modifying the EMC SourceOne Notes user account Installing Common EMC SourceOne Components Pre-installation checklist Installation overview Installing common EMC SourceOne components Installing databases using scripts Installing databases using the MSI installer Configure SQL permissions Installing Master Services software Installing the EMC SourceOne Console application Installing Worker Services software Installing Web Services software Installing the EMC SourceOne Search application Installing Mobile Services software EMC SourceOne Management Version 7.1 Installation Guide

5 Contents Installing Native Archive Services software Maintaining the installation Upgrade Remove a component Repair a component Chapter 6 Appendix A Installing Management Support Pre-installation checklist Installation overview Installing Management components for Exchange Installing Extensions for OWA 2003 Support Installing Extensions for OWA 2007 or 2010 Support Installing Extensions for OWA 2013 Support Installing Management components for Domino IBM Lotus Domino support overview Configure administrator access to journaling databases Installing Extensions for IBM Lotus Domino Installing the ONM Viewer software Maintaining the installation Upgrade Remove a component Repair a component Domino Configuration and Administration Journaling configuration and administration Journaling administration EMC SourceOne journaling considerations Native Domino journaling considerations Shortcutting configuration and administration Shortcutting administration Shortcutting considerations Historical archiving configuration and administration Appendix B Single Sign-on Support Example (Windows) Overview Example details EMC SourceOne ediscovery - Kazeon considerations Example: Single sign-on in Windows Server Configure Web Services site (SearchWS) Configure the Search site (Search) Configure Universal URL site (ExShortcut) EMC SourceOne Management Version 7.1 Installation Guide 3

6 Contents Restart IIS Configure IIS 6.0 authentication Configure a User Principal Name for the service account 235 Configure Internet Explorer Example: Single sign-on in Windows Server 2008 R Configure Web Services site (SearchWS) Configure the Search site (Search) Configure Mobile Services site (ExShortcut) Restart IIS Configure IIS 7.5 authentication Configure Internet Explorer Appendix C Appendix D Appendix E Single Sign-on Support Example (Domino) Overview IBM SSO solution EMC SourceOne ediscovery - Kazeon considerations Example: Single sign-on in Windows Enable the DIIOP task on the Domino server Install the ExValidateLTPA web service Configure IIS Web sites in Windows Configure IIS authentication Shortcut and UDA Icon Support for Outlook Overview Publishing Custom Exchange forms Create an Exchange Public Organizational Forms library 267 Configure permissions for the library Replicate the forms library to other Exchange servers Review the forms you can publish Publishing forms to the library Installing EMC SourceOne Reporting Planning and installation checklist Pre-deployment planning SQL Server 2008 or 2008 R2 Reporting Services requirement Considerations and limitations 276 High availability of SQL Server Reporting Services Hardware and software requirements Requirements for the report server Requirements for the report client EMC SourceOne Management Version 7.1 Installation Guide

7 Contents Installing SQL Server 2008/2008 R2 Reporting Services Configuring SQL Server Report Server Step 1: Connect to the Report Server instance Step 2: Specify the service account Step 3: Specify the Web Service URL Step 4: Specify information about the Reporting Server database Step 5: Specify the Report Manager URL Step 6: Use defaults for Settings Step 7: Use defaults for Execution Account Step 8: Specify backup information for the encryption key Step 9: Use defaults for Scale-out Deployment Verifying installation of SQL Server Report Server Installing EMC SourceOne reports Prerequisites Procedure Verify report installation Controlling access to EMC SourceOne reports Roles in Reporting Services Requirements for users and groups Assigning users to roles Authenticating with the EMC SourceOne Activity database Configuring Internet Explorer for EMC SourceOne reports Maintaining the installation Upgrade Uninstall reports Index EMC SourceOne Management Version 7.1 Installation Guide 5

8 Contents 6 EMC SourceOne Management Version 7.1 Installation Guide

9 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 properly or does not function as described in this document. This document was accurate at publication time. Go to EMC Online Support ( to ensure that you are using the latest version of this document. Audience Related documentation This document is part of the EMC SourceOne documentation set, and is intended for use by installers of the product, EMC SourceOne system administrators, and mail server administrators. Related documents include: EMC SourceOne Management Installation Guide EMC SourceOne Management Administration Guide EMC SourceOne Search User Guide EMC SourceOne Products Compatibility Guide EMC SourceOne Management Release Notes EMC SourceOne Discovery Manager Installation and Administration Guide EMC SourceOne Discovery Manager User Guide EMC SourceOne Discovery Manager Release Notes EMC SourceOne Management Version 7.1 Installation Guide 7

10 Preface Conventions used in this document EMC uses the following conventions for special notices. Note: A note presents information that is important, but not hazard-related.! CAUTION A caution notice contains information essential to avoid data loss or damage to the system or equipment.! IMPORTANT An important notice contains information essential to operation of the software. Typographical conventions EMC uses the following type style conventions in this document: Normal Used in running (nonprocedural) text for: Names of interface elements (such as names of windows, dialog boxes, buttons, fields, and menus) Names of resources, attributes, pools, Boolean expressions, buttons, DQL statements, keywords, clauses, environment variables, filenames, functions, utilities URLs, pathnames, filenames, directory names, computer names, links, groups, service keys, file systems, notifications Bold: Used in running (nonprocedural) text for: Names of commands, daemons, options, programs, processes, services, applications, utilities, kernels, notifications, system call, man pages Used in procedures for: Names of interface elements (such as names of windows, dialog boxes, buttons, fields, and menus) What user specifically selects, clicks, presses, or types Italic: Used in all text (including procedures) for: Full titles of publications referenced in text Emphasis (for example a new term) Variables Courier: Used for: System output, such as an error message or script URLs, complete paths, filenames, prompts, and syntax when shown outside of running text Courier bold: Used for: Specific user input (such as commands) 8 EMC SourceOne Management Version 7.1 Installation Guide

11 Preface Courier italic: Used in procedures for: Variables on command line User input variables < > Angle brackets enclose parameter or variable values supplied by the user [ ] Square brackets enclose optional values Vertical bar indicates alternate selections - the bar means or { } Braces indicate content that you must specify (that is, x or y or z)... Ellipses indicate nonessential information omitted from the example Where to get help EMC support, product, and licensing information can be obtained as follows. Product information For documentation, release notes, software updates, or information about EMC products, licensing, and service, go to the EMC Online Support website (registration required) at: Technical support For technical support, go to EMC online support and select Support. On the Support page, you will see several options, including one to create a service request. Note that to open a service request, you must have a valid support agreement. Contact your EMC sales representative for details about obtaining a valid support agreement or with questions about your account. Online communities Visit EMC Community Network at for peer contacts, conversations, and content on product support and solutions. Interactively engage online with customers, partners, and certified professions for all EMC products. EMC SourceOne Management Version 7.1 Installation Guide 9

12 Preface Your comments Your suggestions will help us continue to improve the accuracy, organization, and overall quality of the user publications. Send your opinions of this document to: Please include the following information: Product name and version Document name, part number, and revision (for example, 01) Page numbers Other details that will help us address the documentation issue 10 EMC SourceOne Management Version 7.1 Installation Guide

13 1 Introduction EMC SourceOne is a comprehensive, policy-based system that automatically collects, organizes, indexes and retains , Microsoft SharePoint, and file system content and stores it in designated archives connected to shared storage. This chapter is organized as follows: Product overview System architecture System components Introduction 11

14 Introduction Product overview EMC SourceOne products comprise an enterprise solution which you can use to reduce the space required for your , file and Microsoft SharePoint environments and to aid in complying with legal requirements for archiving content. EMC SourceOne products archive, retain and organize content from Microsoft Exchange, IBM Lotus Domino, SMTP mail servers, Microsoft SharePoint and network file servers. Archived content is stored in the EMC SourceOne Native Archive, and can be searched by administrators and end users with appropriate permissions. EMC SourceOne Management EMC SourceOne Management is the base application, or platform, required for other EMC SourceOne products including: EMC SourceOne for Microsoft SharePoint EMC SourceOne for Microsoft SharePoint Storage Management EMC SourceOne for File Systems EMC SourceOne Discovery Manager EMC SourceOne Offline Access EMC SourceOne Supervisor Provides core architecture The Management product provides the core architecture to support other SourceOne products. This architecture includes the components to support the core processing services, databases, archives, storage and applications needed for both the Management product and other SourceOne products. management features Management supports the archiving of messaging content to enable companies to meet storage management, compliance, and legal discovery requirements, enabling companies to: Reduce the storage load on messaging servers while still providing users with seamless, efficient access to messages stored on lower-cost storage. 12 EMC SourceOne Management Version 7.1 Installation Guide

15 Introduction Retain messages for a specified period of time to meet mandated requirements such as the U.S. Securities and Exchange Commission (SEC) 17a-4 regulations, or to meet company-defined compliance requirements. Preserve messages that may be required for litigation to satisfy legal discovery requirements. Provide advanced search capabilities designed for the discovery and management of messages for the purposes of complying with regulations and policies. Enable role-based searches of messaging archives to support administrative and end-user requirements. Enable administrators to search for and export it to PST or NSF format using Discovery Manager express edition. For information about using the Management product, refer to the EMC SourceOne Management Administration Guide. Archiving messages Management performs the following types of archiving: Journaling (archiving messages in real time) Historical archiving User-directed archiving Real-time archiving Management performs real-time archiving (also referred to as journaling) of messages from the following data sources: Microsoft Exchange mail servers IBM Lotus Domino mail servers Drop directories into which SMTP mail is placed Historical archiving Management performs historical archiving of messages from the following data sources: Microsoft Exchange mailboxes and PST files Lotus Domino mailboxes and NSF files User-directed Archiving Management enables a mail user or mail application to direct messages to a specific folder in EMC SourceOne Management for archiving. Product overview 13

16 Introduction Searching messages EMC SourceOne Management enables the following types of searches: Using the SourceOne Search web-based application: Administrator searches - Administrators can perform search and restore operations on archived messages for other users in the company. End user searches - End users can perform searches for archived messages with which they are associated. Using Discovery Manager express edition, administrators can search for and export it to PST or NSF format. Related products This section provides a brief description of additional EMC SourceOne products. Specific information about how each product integrates with EMC SourceOne Management is provided in the documentation set which accompanies each product. EMC SourceOne for Microsoft SharePoint EMC SourceOne for Microsoft SharePoint is an add-on product to EMC SourceOne Management that addresses long-term or specialized content archiving strategies. The product leverages the EMC SourceOne Management architecture to provide access to archived content using search user interfaces. EMC SourceOne for Microsoft SharePoint requires that the EMC SourceOne Management software be installed, regardless of whether you are using the management features. Archiving EMC SourceOne for Microsoft SharePoint supports the policy-based archiving of SharePoint content in the EMC SourceOne archive to provide efficient storage of SharePoint content. 14 EMC SourceOne Management Version 7.1 Installation Guide

17 Introduction Search EMC SourceOne for Microsoft SharePoint provides the following options for searching for archived SharePoint content: End users can search for archived content using an Archive Search site integrated into SharePoint. Administrative users can use the EMC SourceOne Search application to search for archived SharePoint content. External BLOB Storage EMC SourceOne for Microsoft SharePoint provides the ability to offload the storing of binary large objects (BLOBs) from SharePoint SQL Server to external storage. More information For more information on installing, configuring and using EMC SourceOne for Microsoft SharePoint, refer to the EMC SourceOne for Microsoft SharePoint documentation set. EMC SourceOne for Microsoft SharePoint Storage Management EMC SourceOne for Microsoft SharePoint Storage Management provides support for Remote BLOB Storage (RBS) which is used specifically with Microsoft SharePoint Foundation 2010/2013 and Microsoft SharePoint Server 2010/2013. Remote BLOB Storage This product provides: The ability to externalize the storage of BLOBs outside of the SharePoint SQL Server and on remote storage. BLOBs are stored directly on the selected storage. BLOB storage is configured at the content database level. More information For more information on installing, configuring and using EMC SourceOne for Microsoft SharePoint Storage Management, refer to the EMC SourceOne for Microsoft SharePoint Storage Management documentation set. EMC SourceOne for File Systems EMC SourceOne for File Systems is an add-on component to EMC SourceOne Management that enables your organization to gain control over unmanaged information residing on file share systems. By archiving content from file servers across the organization, Product overview 15

18 Introduction administrators and end users can leverage content indexing and search capabilities provided by EMC SourceOne to support information governance, compliance discovery and data protection. EMC SourceOne for File Systems requires the EMC SourceOne Management software be installed, regardless of whether you are using the management features. For more information on installing, configuring and using EMC SourceOne for File Systems, refer to the EMC SourceOne for File Systems documentation set. EMC SourceOne Discovery Manager Starting with version 6.8 of EMC SourceOne, there are two editions of Discovery Manager: The full edition of Discovery Manager is an add-on component to EMC SourceOne Management that offers advanced search capabilities designed for the discovery and collection of archived content for the purposes of litigation support and compliance with organizational or industry-driven regulations and policies. The express edition of Discovery Manager is included with SourceOne Management. Use the express edition for quick search and export of archived to PST or NSF files. Note: You cannot install the express edition of Discovery Manager over the full edition. For more information on installing, configuring and using EMC SourceOne Discovery Manager, refer to the EMC SourceOne Discovery Manager documentation set. EMC SourceOne Offline Access EMC SourceOne Management can remove messages and attachments from the mail server and replace them with space-efficient stubs (shortcuts) which point to copies of the messages stored in the archive. EMC SourceOne Offline Access supports: Resolution of shortcut messages using Microsoft Outlook. The creation and maintenance of a local cache of messages and attachments which the Outlook user can access offline. For more information on installing, configuring and using EMC SourceOne Offline Access, refer to the EMC SourceOne Offline Access documentation set. 16 EMC SourceOne Management Version 7.1 Installation Guide

19 Introduction EMC SourceOne Supervisor EMC SourceOne Supervisor is an add-on component to EMC SourceOne Management that offers additional advanced surveillance capabilities designed specifically for compliance with regulations and policies, including message sampling, customizable automated procedures, intelligent cross-mailbox searching, and purging. For more information on installing, configuring and using EMC SourceOne Supervisor, refer to the EMC SourceOne Supervisor documentation set. EMC SourceOne ediscovery - Kazeon EMC SourceOne ediscovery - Kazeon is an EMC product that enables organizations to efficiently and cost effectively classify, manage, and retrieve data. For more information on installing, configuring and using EMC SourceOne ediscovery - Kazeon, refer to the EMC SourceOne for ediscovery - Kazeon documentation set. Product overview 17

20 Introduction System architecture Figure 1 depicts a sample EMC SourceOne system architecture. Figure 1 18 EMC SourceOne architecture EMC SourceOne Management Version 7.1 Installation Guide

21 Introduction System components The following sections describe the components of the system architecture provided by EMC SourceOne Management and depicted in Figure 1: Processing services on page 19 Databases on page 20 Archives on page 21 Storage on page 22 Applications on page 22 Processing services Master Services software Worker Services software The EMC SourceOne processing services include Master Services software, Worker Services software, Web Services software, Mobile Services software, and a database server hosting the EMC SourceOne databases. The EMC SourceOne processing services architecture is scalable, supporting the installation of all components on a single host computer or allowing you to distribute them across multiple host computers depending on the requirements of your environment. Master Services software schedules and distributes jobs that are processed by Worker Services software installed on the same computer or on multiple computers, depending on the size and processing requirements of the environment. Worker Services software performs archiving activities from various data sources. Worker Services software can be installed on the same computer on which the Master Services software is installed, or you can install Worker Services software on additional computers as needed. Each Worker Services computer can be configured to process only specific activities. Worker Services computers assume control of jobs based on the type of tasks the Worker Services computer is configured to process. Note: The Discovery Manager Worker Services software is now installed as part of the Management Worker Services software. System components 19

22 Introduction Web Services software Mobile Services software Web Services software processes search requests from administrators and end users and performs shortcut resolution for Management users. The Web Services software is installed on one or more computers on which Worker Services software is installed. Mobile Services software works in conjunction with Web Services software to support the resolution of shortcuts for Management and File System users accessing them using a URL. This includes: Mobile users Outlook Web Access users Outlook users who do not have the EMC SourceOne Offline Access installed. For EMC SourceOne for File Systems users, the Universal URL also provides support for resolution of links to files in the Native Archive which were archived from a file server. Installing Mobile Services software creates an IIS Web site (ExShortcut). Databases The following core Microsoft SQL Server databases are installed with EMC SourceOne Management: Activity database The activity database maintains data associated with EMC SourceOne system processing. Native Archive database The archive database manages data associated with the EMC SourceOne Native Archive, a role-based architecture that manages the archiving, indexing, searching, and retrieving of content. Search database The search database maintains data associated with the EMC SourceOne Search application. Note: Additional databases may be required for other EMC SourceOne products. Refer to the product s documentation for details. 20 EMC SourceOne Management Version 7.1 Installation Guide

23 Introduction Archives EMC SourceOne supports the following types of archives: EMC SourceOne Native Archive Xtender 4.8 SP1 archive (read-only) Each archive can be connected to one or more storage environments, as described in Storage on page 22. EMC SourceOne Native Archive software The Native Archive software uses an architecture which can be configured to perform the following roles: Archive Index Search Retrieve The Native Archive software can be installed on a single host computer or multiple host computers, enabling you to dedicate hardware to specific roles (archive, index, search, and retrieve) to match your organization s archiving policies. For example, in small-to-medium business environments, the Native Archive software can perform all roles using one physical host computer. In enterprise environments, the Native Archive software can be installed and configured on multiple physical host computers that act as a single virtual computer. Xtender 4.8 SP1 archive You can configure read-only access from EMC SourceOne Management to support searches and shortcut resolution for messages archived by Xtender 4.8 SP1. System components 21

24 Introduction Storage A storage environment is required to house the large amount of data archived by EMC SourceOne as well as databases, program disk data, and other configuration data. SAN storage can consist of a Storage Area Network (SAN) or Network Attached Storage (NAS), or a combination of both depending on the size and throughput requirements of the specific environment. For details on the available storage options, refer to the EMC SourceOne Management Administration Guide. Connectivity to the storage devices can be provided using current device connectivity methods such as Fibre Channel, or iscsi over Ethernet, depending on the type of storage environment being used. This document describes the requirements and procedures for a configuration consisting of several servers, databases, and software applications. The implementation of an appropriate storage environment to support the configuration is beyond the scope of this document. EMC Professional Services is expected to leverage information and best practices on configuring a storage environment to support the requirements for EMC SourceOne by using the EMC documentation set for applicable products, and other available information, resources, and expertise. Applications EMC SourceOne applications provide administrators with the ability to manage the EMC SourceOne system and search the archives. End user applications allow users to search for and retrieve archived content. This section includes: EMC SourceOne common applications Related applications EMC SourceOne common applications This section describes the common applications which are packaged with the EMC SourceOne Management product. These common applications are used with: EMC SourceOne Management EMC SourceOne for Microsoft SharePoint EMC SourceOne for File Systems 22 EMC SourceOne Management Version 7.1 Installation Guide

25 Introduction EMC SourceOne Console The EMC SourceOne Console is a Microsoft Management Console snap-in that can be run from an administrator s desktop or other system that meets the system requirements. Administrators can use the EMC SourceOne Console to configure and manage: Archives, archive folders, and mapped folders Organizational policies Activities Filtering rules Job processing Applications and Web services For more information about EMC SourceOne Console features and capabilities, refer to the administration guide for your product. In addition, the EMC SourceOne Console includes a single online help system which supports all applicable SourceOne products. EMC SourceOne Search The EMC SourceOne Search application is typically installed on a Web server and securely communicates with Web Services software installed on one or more Worker Services computers behind the firewall. You can alternatively install the Search application on a Worker Services computer. EMC SourceOne Search supports administrative searches for archived , SharePoint, and file system content in the same user interface. This section describes applications specifically used with EMC SourceOne Management. Related applications Related products on page 14 provides a brief description of related EMC SourceOne products. Refer to the documentation set which accompanies your product for details about the specific applications used with each product. System components 23

26 Introduction 24 EMC SourceOne Management Version 7.1 Installation Guide

27 2 Planning the Installation EMC SourceOne products comprise a comprehensive system that integrates with your company s technology infrastructure and requires careful planning as part of the deployment process. Planning services are offered by EMC Professional Services to assist organizations in deploying the solution. EMC s deployment services include, but are not limited to, organizational planning, configuration design, environment sizing, and ensuring that the necessary hardware and software is in place and configured to support the environment. This chapter is organized as follows: Pre-deployment planning Example configurations Planning the Installation 25

28 Planning the Installation Pre-deployment planning This section describes the planning activities that take place when deploying EMC SourceOne products within the context of an EMC Professional Services engagement. In cases where Professional Services is not used, similar planning activities are required. Customer engagement When EMC Professional Services is engaged to plan and deploy one or more EMC SourceOne products, the engagement is driven using a detailed customer engagement model. Resources from various EMC organizations including Professional Services work with your organization s internal IT organizations to plan and execute the deployment. The timeline for customer engagement spans pre-sale activities, deployment planning, deployment and production. Activities which take place prior to deployment include the following: Solution requirements definition This activity typically takes place during the pre-sale phase. The activity involves gathering customer requirements, and determining initial license counts, service deliverables and deployment timeline. Business requirements definition This activity involves collecting and analyzing customer business requirements, metrics and processes. Solution design This activity involves translating business requirements into technical requirements, including license counts, hardware and storage requirements and services estimate. 26 EMC SourceOne Management Version 7.1 Installation Guide

29 Planning the Installation Roles and resources Before installing EMC SourceOne products, EMC Professional Services works with your organization to define archiving and computer use policies which protect business interests. This policy should define the rights and obligations of employees regarding the use of company systems. It should also clearly define restrictions. Once this policy is defined, it should be clearly communicated to all employees in the organization. Your organization should conduct employee training and awareness sessions to ensure that employees understand each policy and its purpose. The personnel that can be involved in an installation of EMC SourceOne products include: EMC Professional Services and authorized partners Trained to scope, install and configure EMC SourceOne components. Compliance officer Defines and enforces company-wide compliance policies. Involved prior to, during, and post installation as a consulting entity to enable administrators to configure the system to support compliance policies. administrator Implements appropriate policies related to the organization s messaging environment. Network administrator Ensures the deployment team has the appropriate network environment configured to support the EMC SourceOne system. Database administrator Ensure the deployment team has the appropriate database environment to support the EMC SourceOne system. Storage administrator Ensure the deployment team has the appropriate storage environment and resources to support the EMC SourceOne system. Backup administrator Ensure the deployment team understands the requirements to backup the EMC SourceOne system. Pre-deployment planning 27

30 Planning the Installation Analysis and design The analysis and design effort includes the following environmental elements: Data infrastructure Network and storage environment Hardware and software requirements Impact of implementation to infrastructure Software configuration parameters Hardware and storage sizing Once these factors are understood, the Professional Services team can create a project plan which defines the solution and a plan for enterprise rollout. 28 EMC SourceOne Management Version 7.1 Installation Guide

31 Planning the Installation Example configurations The configuration examples described in this section provide a basic deployment example designed to support high availability and can be scaled as the organization s requirements grow and change. Information resources Your account team can provide configuration options and details based on the size and scope of your EMC SourceOne deployment. In addition, several customer-facing white papers are available on the EMC Online Support site. Blueprints EMC Professional Services can provide assistance in sizing your environment, recommending a configuration and deploying the configuration. EMC SourceOne blueprints are available to assist with this process. Example configurations 29

32 Planning the Installation EMC SourceOne example configurations This section describes two example configurations: one used by a small-to-medium business customer, and one used by an enterprise customer. This information is intended only to provide examples of typical configurations. EMC SourceOne deployment details can vary greatly depending on the size of your environment and specific product features. This can include considerations for EMC SourceOne Management, EMC SourceOne for Microsoft SharePoint, EMC SourceOne for File Systems, and other products as described in Applications on page 22. The examples depicted in this section include EMC SourceOne Management, EMC SourceOne for Microsoft SharePoint, and EMC SourceOne for File Systems. Small-to-medium business example configuration This configuration (Figure 2) can support your site using an architecture that distributes processing and archiving functionality across a minimal number of physical computers and storage. Enterprise configuration example This configuration (Figure 4) can support large sites using an architecture which distributes processing and archiving functions across hardware and storage. 30 EMC SourceOne Management Version 7.1 Installation Guide

33 Planning the Installation Small-to-medium business configuration example Figure 2 EMC SourceOne SMB configuration example Example configurations 31

34 Planning the Installation Basic configuration EMC SourceOne supports the installation of the following software on a single computer: Master Services software Worker Services software Web Services software Native Archive Services software Console application (can be installed on this computer and/or one or more client computers) EMC SourceOne for Microsoft SharePoint Business Components Extensions EMC SourceOne for File Systems Business Component Extensions Search application (can alternatively be installed on a Web server) Discovery Manager Server, express edition Mobile Services software DiskXtender (if used) Native Archive disk configuration and storage Figure 3 depicts a disk configuration and storage example for the EMC SourceOne Native Archive. Figure 3 Native Archive SMB disk/storage configuration example 32 EMC SourceOne Management Version 7.1 Installation Guide

35 Planning the Installation Sizing details The configuration described in this section is an example. The EMC SourceOne Sizing Calculator and other EMC resources can provide details on storage capacity, server configuration, and disk layout recommendations based on an analysis of your requirements. Contact your EMC representative for details. Disk configuration In this example, the drives are configured as follows: C: - Operating system E: - Program files and trace log files F: - Work directories for temporary processing: EMC SourceOne Work directory Temporary area required for EMC SourceOne processing (excluding indexing) Created during Master software installation (subsequent Worker and Native Archive software installations confirm that this directory exists) Requires a minimum of 1 GB of free space EMC SourceOne Index Work directory Temporary area required for Native Archive computers performing the index role Created during Native Archive software installation Requires a minimum of 20 GB of free space Must be located on a local drive Cannot be located on the operating system drive Example configurations 33

36 Planning the Installation Storage In this example, shares on configured on a separate file server as follows: Message Center folder configured as a share and sized using the EMC SourceOne Sizing Calculator Index folder configured as a share and sized using the EMC SourceOne Sizing Calculator Container folder configured as a share and sized using the EMC SourceOne Sizing Calculator. Direct storage is also supported on EMC Centera, EMC Celerra, EMC Data Domain and NetApp Note: Specific permissions for each share are configured as described in Assigning permissions on page EMC SourceOne Management Version 7.1 Installation Guide

37 Planning the Installation Enterprise configuration example Figure 4 EMC SourceOne enterprise configuration example Example configurations 35

38 Planning the Installation Basic configuration EMC SourceOne software can be distributed across several computers. For example, you can configure separate computers as follows: Dedicated SQL Server database host computer Master Services software installed on two computers which are clustered using Microsoft Clustering Two or more Worker Services computers with the following software installed: Worker Services Web Services (on at least one Worker Services computer) Mobile Services Discovery Manager Server, express edition EMC SourceOne for Microsoft SharePoint Business Component Extensions EMC SourceOne for File Systems Business Component Extensions One or more computers (Master Services computer or a client computer) with the following software installed: EMC SourceOne Console application EMC SourceOne for Microsoft SharePoint Business Component Extensions EMC SourceOne for File Systems Business Component Extensions The EMC SourceOne Search application: Installed on one or more Worker Services computers and configured to communicate with Web Services. Installed on an IIS Web server and configured to communicate with Web Services on one or more Worker Services computers. One or more computers with Native Archive Services software installed. Disk configuration and storage configured as described in Native Archive disk configuration and storage on page 37. The Discovery Manager client application: Installed on one or more client computers and configured to communicate with the Discovery Manager Server, express edition. 36 EMC SourceOne Management Version 7.1 Installation Guide

39 Planning the Installation Native Archive disk configuration and storage Figure 5 depicts a disk configuration and storage example for the EMC SourceOne Native Archive. Figure 5 Native Archive enterprise disk/storage configuration example Sizing details The configuration described in this section is an example. The EMC SourceOne Sizing Calculator and other EMC resources can provide details on storage capacity, server configuration, and disk layout recommendations based on an analysis of your requirements. Contact your EMC representative for details. Disk configuration In this example, each Native Archive computer has the following disk configuration: C: - Operating system E: - Program files and trace log files F: - Work directories for temporary processing: EMC SourceOne Work directory Temporary area required for EMC SourceOne processing (excluding indexing) Created during Native Archive software installation Requires a minimum of 1 GB of free space Example configurations 37

40 Planning the Installation EMC SourceOne Index Work directory Temporary area required for Native Archive computers performing the index role Created during Native Archive software installation Requires a minimum of 20 GB of free space Must be located on a local drive Cannot be located on the operating system drive Storage configuration In this example, the two Native Archive computers can share the following storage configuration: Message Center stored on a separate file share, SAN or NAS device Indexes stored on a separate file share, SAN or NAS device Containers stored on a separate file share, SAN or NAS device. Direct storage is also supported on EMC Centera, EMC Celerra, EMC Data Domain and NetApp Note: Specific permissions for each share are configured as described in Assigning permissions on page 47. Sizing and scalability Understanding specific information about the environment into which EMC SourceOne is deployed is key to determining the hardware, software and storage resources required. Although EMC SourceOne example configurations provide base guidelines for these required resources, certain aspects can be adjusted to meet the specific needs of the environment. EMC utilizes various tools to gather key information by working with the customer prior to a deployment in order to scope the environment. These tools include the EMC SourceOne Sizing Calculator. The resulting information is then applied to the framework of the configuration where components of the configuration can be scaled or extended. For example, when sizing an Management environment, some of the factors examined include: Total number of users Number of messages per day 38 EMC SourceOne Management Version 7.1 Installation Guide

41 Planning the Installation Percentage of messages with attachments Average size of attachments Average size without attachments Average number of recipients per message Message de-duplication percentage Annual usage growth Typical business processing requirements The information provided by the EMC SourceOne Sizing Calculator includes: Archive storage capacity Additional storage considerations Server and processing requirements Standard server configurations (disk layout, spindle speeds and other information) For more information about the EMC SourceOne Sizing Calculator, contact your EMC account team. Performance metrics Professional Services utilizes information resulting from performance testing to establish a performance baseline for a base configuration. EMC SourceOne components can then be adjusted to achieve an expected level of performance. Example configurations 39

42 Planning the Installation High-availability As an enterprise-class solution, EMC SourceOne components must be configured to support high availability and minimize system downtime. High availability is a combination of data protection, failover, and appropriate planning to eliminate both planned and unplanned downtime. EMC SourceOne is designed to support high availability by forming an infrastructure which includes hardware and software redundancy for all system components. In addition, it is important for the organization to have policies and procedures in place to support business continuity objectives. These objectives are defined and documented as part of the engagement between EMC and key personnel representing the organization. Backup and restore Information and procedures for performing backups of the EMC SourceOne system is described in the EMC SourceOne Management Administration Guide. For backup and restore information for other EMC SourceOne products, refer to the documentation set that accompanies each product. Disaster recovery The EMC SourceOne Disaster Recovery Solution Guide provides configuration, failover and failback information for supported EMC SourceOne configurations. 40 EMC SourceOne Management Version 7.1 Installation Guide

43 3 Pre-installation This chapter provides details on implementing the accounts, permissions and system requirements required before installing EMC SourceOne software. Important considerations are also provided. This chapter is organized as follows: Pre-installation checklist overview Creating accounts in Active Directory Assigning permissions Establishing system requirements Pre-installation 41

44 Pre-installation Pre-installation checklist overview The following pre-installation checklists are provided in this chapter. Specific permissions, system requirements and considerations for all products (common) and EMC SourceOne Management are provided as subsections. As you complete the tasks in each checklist, you can indicate it using the checklist provided in Table 1. Table 1 Checklist overview Done Checklist Creating accounts in Active Directory on page 43 Assigning permissions on page 47 Common permissions assignment on page 48 Management permissions assignment on page 52 Establishing system requirements on page 58 Common computer requirements on page 59 Management computer requirements on page 70 Important Considerations on page 73 Common considerations (all products) on page 74 Management considerations on page 84! IMPORTANT Before you begin implementing the accounts, permissions, and system requirements, review Important Considerations on page 73 for information that may be relevant to your environment. 42 EMC SourceOne Management Version 7.1 Installation Guide

45 Pre-installation Creating accounts in Active Directory This section provides a checklist for the tasks required to configure groups and accounts in Active Directory. Figure 6 Active Directory groups and accounts! IMPORTANT Users who will be using Discovery Manager (express edition or full edition) must be in Active Directory. users whose will be searched do not need to be in Active Directory. Creating accounts in Active Directory 43

46 Pre-installation Table 2 Accounts and permissions checklist - Active Directory (1 of 3) Done Task Details Validation Create the primary service account All environments The EMC SourceOne primary service account is required in all environments to process EMC SourceOne activities. Details: Password does not need to be changed at next login Account does not expire Password does not expire. See Service account passwords on page 82 for considerations. Must be in the same domain as the SourceOne servers Ensure account successfully created. Account name: Management environments only In Exchange environments, you can optionally create an Exchange mailbox for the primary service account. If your site disallows creating a mailbox for a service account, see Service account mailbox restrictions and workaround on page 84. Create Master Services service account (optional) All environments The optional EMC SourceOne Master Services service account is specified during Master Services installation. You can alternatively use the primary service account. See Additional service accounts to support least privileges on page 81 for considerations. Details: Password does not need to be changed at next login Account does not expire Password does not expire. See Service account passwords on page 82 for considerations. Must be in the same domain as the SourceOne servers Ensure account successfully created. Account name: 44 EMC SourceOne Management Version 7.1 Installation Guide