Mimecast Services for Exchange 2003 Installation Guide
Information in this document is subject to change without notice. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express prior written permission of Mimecast Limited. Mimecast Limited includes Mimecast Services Limited, Mimecast South Africa (Pty) Limited, Mimecast Offshore Limited, Mimecast North America Inc., Mimecast Nordics AB and Mimecast Middle East. Copyright 2010 Mimecast Limited. All rights reserved. Mimecast is a registered trademark Unified Email Management, Secure Messaging Gateway, Message Archive, Stor5, Mimecast Storage Grid, Enhanced Stationery, ARMed SMTP, Always On, UEM Express, UEM Enterprise, UEM Advanced, Mimecast Email Protect, Mimecast Multi, Mimecast 180, Mimecast Small Business Edition, Mimecast Services for Outlook, Mimecast Services for Exchange, Mimecast Continuity Services for the BlackBerry Wireless Solution, Unified Email Management for Domino, Unified Email Management for Groupwise, Mimecast Services for Sharepoint, Mimecast Personal Portal, ZHARA and Where business banks its data are trademarks of Mimecast Limited. All other names are trademarks or registered trademarks of their respective owners. Any omission or misuse (of any kind) of service marks or trademarks should not be regarded as intent to infringe on the property of others. Mimecast Limited and its subsidiaries and branches, disclaims all warranties, either expressed or implied, including, but not limited to, implied warranties of merchantability and fitness for particular purpose, with respect to the instructions contained within this guide. In no event shall Mimecast Limited, or its subsidiaries or branches, be liable for any damages whatsoever (including, without limitation, damages for loss of business profits, business interruption, loss of business information, or other pecuniary loss), even if Mimecast Limited has been advised of the possibility of such damages. As some US states do not allow the exclusion or limitation of liability for consequential damages, the above limitation may not apply to you. Requests, amendments and suggestions to documentation@mimecast.com Page 2 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Mimecast Ltd, 2010
Table of Contents Version... 4 Useful Information... 5 Supported Exchange 2003 Installations... 5 n-tier Environments... 5 Permission Requirements... 5 NT Service Account... 5 Exchange Mailbox Account... 5 Mimecast Account... 6 MSE Logging... 6 MSE Installed File Locations... 7 Installation... 8 MSE Installer... 8 MSE Configuration... 11 Service... 11 Site... 12 Accounts... 13 Directories... 13 Connection... 14 Version... 15 Binding MSE to Mimecast... 15 Amending Installation... 16 Altering the Mimecast Administrator... 16 Altering the Exchange Site Name... 17 Altering Service Account Information... 17 Next Steps... 19 Mimecast Ltd, 2010 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Page 3
Version This guide covers the installation of the following version of Mimecast Services for Exchange (MSE): Version 2.2.x For full version details, see the Version tab after completing the MSE configuration utility. Page 4 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Mimecast Ltd, 2010
Useful Information Supported Exchange 2003 Installations The following Exchange 2003 installations have all been tested and are supported. If you have an Exchange installation that is not included in the list below, please ensure you contact your local Support desk before installing MSE. Windows Server Setup Microsoft Exchange Version Microsoft.NET Framework Version Windows Server 2003 Standard x32 Edition R2 SP2 Exchange 2003 Standard SP2.NET Framework 2.0, 3.0, 3.5 & 3.5 SP1 Note:.NET Framework 4 is supported provided that previous versions are also installed on the server. n-tier Environments You may wish to install MSE on a server other than an Exchange 2003 server, such as an Apps server. In order for MSE to function on a separate server, you will need to ensure that the server is compatible with those listed above, i.e. Windows Server version and.net Framework version. If you are installing MSE on a separate box for use with Exchange 2003, you will need to install the Microsoft Exchange Server MAPI Client and Collaboration Data Objects (CDO) 1.2.1 libraries before commencing the MSE installation. Permission Requirements There are various user accounts and permissions required for the successful installation and running of MSE. NT Service Account MSE is a Windows Service and therefore requires an account to run under. The account under which the service runs must have Logon as a Service permission, write permissions to the directory where MSE is to be installed as well as the dat, log and tmp directories. If the account does not have full access permissions, an error dialog will appear, giving the option to attempt to grant the required permissions for each folder. See Exchange Mailbox Account below for additional information. Exchange Mailbox Account This is the email address of the NT Service Account used to connect to the Exchange Server. Mimecast recommends that this be the same user under which the MSE Service runs. The account must have ExMerge permissions (i.e. Send As, Receive As and Full Mailbox Access) to all the mailboxes that are included in any Message Stubbing, Folder Replication and Folder Retention tasks. Mimecast Ltd, 2010 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Page 5
Mimecast Account You will need a Mimecast administrator account in order to bind MSE to Mimecast. This account must have permissions to the Account Options module within Mimecast (as a minimum), the Allow Logon option checked within User Directory Domains Internal Domains and must have a local password assigned. MSE Logging MSE and the associated extensions can create detailed log files. These are invaluable for resolving any issues. When installing MSE, you are asked to specify a location for the log files. As the files may get quite large over time, you may wish to place them on a separate drive. The default installation will place the log files under: \Mimecast Services for Exchange \log A main log file is created daily for each day the service is running and will be named mseservice.yyyymmddhhmmss.log, where yyyymmddhhmmss is the ISO date/time of when the log was rolled over (this occurs around midnight every day). In addition, each extension also has a log file named mse-xxx.id.yyyymmddhhmmss.log which is created each time the extension is executed (i.e. each time the task runs), where xxx relates to: AUD for Auto-Update Deployment (scheduled updates of MSE) CAL for Calendar Replication MCS for Message Content Stubbing MMS for Mailbox Metadata Synchronization (folder replication) FBR for Folder Based Retention Each of these logs will be in a directory off the main \log directory: \Mimecast Services for Exchange \log \AUD \CAL \FBR \MCS \MMS Page 6 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Mimecast Ltd, 2010
MSE Installed File Locations As part of the default installation, the folder structure for MSE will be: Mimecast Ltd, 2010 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Page 7
Installation MSE comes with an easy-to-use installer to allow you to create and start using the features. MSE Installer 1. Launch the.exe file 2. When you first start the installer, you will see the Welcome screen 3. Click Next to proceed with the installation 4. You are now presented with the End User License Agreement screen. Please read this text, select I accept the terms of the License Agreement and click Next to continue Page 8 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Mimecast Ltd, 2010
5. The third screen, Prerequisites, checks for the components that are required to work with MSE. You will be notified if any of the required components are missing 6. Click Next to progress with the installation 7. The fourth screen allows you to select the appropriate Microsoft Exchange compatibility option that you plan to use with MSE. Select the required option and click Next Mimecast Ltd, 2010 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Page 9
8. The fifth screen allows you to specify the install location for the MSE program 9. Click Browse to alter the location 10. Use the Back button to review your selections up to this point. When you are happy with the settings for the installation, click Install to proceed 11. Whilst installing MSE, the wizard will keep you informed of the progress 12. Once the installation has completed successfully, you will need to configure MSE for both your Exchange Server and your Mimecast Service Page 10 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Mimecast Ltd, 2010
MSE Configuration The MSE configuration utility is launched once the installation is complete. It consists of six different tabs: Service Site Accounts Directories Connection Version Service The Service tab contains information regarding the MSE service, both on the Exchange Server and on the Mimecast Service: Mimecast Ltd, 2010 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Page 11
1. Region shows your location in relation to a Mimecast Service Grid 2. Company identifies your organization and will be completed automatically when you click Apply at the end of the process 3. Domain is the primary domain of the Exchange Server 4. Status indicates whether MSE has been bound to a Mimecast Service 5. Bound By identifies the user running the installer, once the Apply button has been clicked at the end of the process 6. Bound On gives you information of when MSE was bound to a Mimecast Service and will be completed automatically when you click Apply at the end of the process 7. NT Service identifies the status of the service on Exchange These items will automatically complete at the end of the process. Site The Site tab shows information about the Exchange Server you are installing MSE on: 1. Server Name and Site Code are automatically detected and completed by MSE 2. Display Name should contain a descriptive name about the Exchange Server where MSE is being installed. This becomes the Description field within Service Connections Exchange Service Sites in the Mimecast Service 3. Enter a description for the Display Name Page 12 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Mimecast Ltd, 2010
Accounts This tab is where you enter information regarding the Exchange Server where MSE is being installed: 1. NT Service Account should contain the domain name of the Exchange Server and the username of the account you wish to own the MSE Windows Service. This field is automatically completed with the user under which the MSE installer was launched. See Permission Requirements under Useful Information for further details 2. NT Service Password must contain the password for the user identified in the NT Service Account field. Enter the correct password 3. Exchange Mailbox is the mailbox of the user specified in the NT Service Account field and is automatically completed. This can be altered to a different email address, if required. Note: This email account must have access to all mailboxes (e.g. ExMerge rights) Directories The MSE installer gives you the opportunity to select your own directories for the following file types: Data files Log files Temporary files The binary file location was specified during the initial installation and cannot be changed. Mimecast Ltd, 2010 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Page 13
If you wish to alter any of the file locations from the default location, click on the Browse Folder icon beside each relevant file type and browse to a new location (do not enter the location manually into the field): Connection If you are using a Proxy Server, you will need to complete the relevant details within the Connection tab: Page 14 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Mimecast Ltd, 2010
Version The version tab contains information regarding the version of MSE installed, as well as the various version numbers of the registered extensions within MSE. You will need to communicate this information should you require assistance from Mimecast Support. Binding MSE to Mimecast Once you have completed all the required information on each of the tabs, you need to click the Apply button to set the configuration. You will now be prompted to enter your Mimecast account details: 1. Enter the username of the Mimecast administrator 2. Enter the password (this should be the local password specified) 3. The region will be automatically populated Mimecast Ltd, 2010 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Page 15
4. Click Login When the information has been recorded, the installer will return you to the Service tab, where you will now see your Company Name, the status will show Bound and the Service will be listed as Stopped. To complete the binding process, click the Play button. The installer will now register all the details with your Mimecast Service and upon successful completion, the NT Service field will display Started. Click the Close button to finish. Amending Installation You may, at some stage, need to amend Mimecast administrator details, service details, service owner etc. Once you have installed MSE, you can amend the settings by using the following methods: Launching the site configuration executable MimecastServicesForExchange.SiteConfiguration.exe. This file is located in the MSE bin directory Launching the Site Configuration shortcut pinned to the Start menu. If you browse to All Programs Mimecast Services for Exchange, you can access additional shortcuts for MSE Altering the Mimecast Administrator If you alter the local password for the Mimecast Administrator that MSE is using to communicate with the server, you will need to update the MSE configuration. 1. Launch the configuration utility either from the Start menu or double click on MimecastServicesForExchange.SiteConfiguration.exe Page 16 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Mimecast Ltd, 2010
2. Select the Service tab 3. Click on the Stop button to stop the service 4. Once the service is stopped, click on the Apply button 5. This will present you with the Mimecast Credentials screen 6. Enter the new Mimecast Administrator credentials and click Login 7. Once the new credentials have been accepted by MSE, click on the Play button to restart the service Altering the Exchange Site Name 1. Launch the configuration utility either from the Start menu or double click on MimecastServicesForExchange.SiteConfiguration.exe 2. Select the Service tab 3. Click on the Stop button to stop the service 4. Once the service is stopped, click on the Site tab 5. Alter the Display Name field 6. Click the Apply button 7. This will present you with the Mimecast Credentials screen 8. Enter the Mimecast Administrator credentials and click Login 9. Once the credentials have been accepted by MSE, click on the Play button to restart the service Altering Service Account Information 1. Launch the configuration utility either from the Start menu or double click on MimecastServicesForExchange.SiteConfiguration.exe 2. Select the Service tab 3. Click on the Stop button to stop the service 4. Once the service is stopped, click on the Accounts tab Mimecast Ltd, 2010 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Page 17
5. Alter the relevant field(s), i.e. NT Service Account, NT Service Password and Exchange Mailbox 6. Click the Apply button 7. This will present you with the Mimecast Credentials screen 8. Enter the new Mimecast Administrator credentials and click Login 9. Once the new credentials have been accepted by MSE, click on the Play button to restart the service Page 18 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Mimecast Ltd, 2010
Next Steps Once you have successfully installed and bound MSE, please ensure you read the Mimecast Services for Exchange Task Creation Guide thoroughly before embarking on utilizing the product in full. Mimecast Ltd, 2010 Mimecast Services for Exchange 2003 Installation Guide v 6.0 Nov 10 Page 19
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