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Symantec Enterprise Vault 2007 Installation & Configuration

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Page 1: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Symantec Enterprise Vault 2007 Installation & Configuration

Page 2: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Pre-Installation, Installation & Configuration of Enterprise Vault 2007

Pre-installation Task Adding ALIAS and SITE of Enterprise Vault Server in DNS Creating an Administrator Account and adding it to Administrators Group in Active Directory

Login to the Enterprise Vault Server with account and add this account to Local Administrators Group

Add account to SQL Server for dbcreator role Run Deployment Scanner on the Enterprise Vault Server Customize Registry setting Add (exgadmin) account in ADSI Edit (Domain Controller) for Exchange Send/ Receive rights

Add necessary Windows Components on Enterprise Vault Server Verify Microsoft Windows Server is running with updated patches Dot Net framework 2.0 or later must be installed

Installation & Configuration

Installation of Enterprise Vault 2007 Server Configuration of Enterprise Vault 2007 Server Adding Vault Store Adding Microsoft Exchange Server Adding OWA Extensions on CAS Server Adding Journaling Mailbox Adding and configuring policy Adding and configuring Provisioning group Adding Exchange Mailbox Task & Running Enabling Users for Mailbox Archiving PST Migration Configuration Enabling Offline Vault

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Index

Table of Contents

Sr.No. Particular

1. Purpose 2. Adding ALIAS & SITE 3. Creating Admin Account for Enterprise Vault 4. Adding Account in Local Admin group 5. Adding account in SQL 6. Installing Deployment Scanner 7. Customizing Registry

Adding Account in ADSI Edit 8. Adding Windows Components 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0 11. Installation of Enterprise Vault 2007 12. Configuration of Enterprise Vault 2007 13. Adding Vault Store

Adding Microsoft Exchange Server 14. Adding Journaling Mailbox 15. Adding Mailbox Policy 16. Configuring Mailbox Policy 17. Adding Provisioning Group 18. Configuring Provisioning Group 19. Adding Mailbox Task 20. Running Mailbox Task 21. Enabling Mailbox for Archiving

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Purpose This document is to guide the Pre-installation, Installation and Configuration of Symantec Enterprise Vault 2007 for archiving Mailboxes of Microsoft Exchange 2003 Server/ Microsoft Exchange 2007 Server with the Best Practices followed.

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Adding ALIAS & SITE

Add ALIAS CNAME in the DNS Management Console Alias CNAME

Add Site Name () in DNS Management Console Site Name

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Ping result to verify the DNS entries that should be replicated in Network

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o Adding Account in Local Admin group Local Admin Rights for Service Account on INP1EV01

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Adding account in SQL

SQL configuration

New Login for dbcreator ()

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Page 9: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Right Click the User () and set Login Name for Windows Authentication in General tab.

In Server Roles check mark on the dbcreator and Click OK.

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Page 10: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Installing Deployment Scanner Double click on setup: DeploymentScanner-en-msi Click Next to continue

Accept the agreement, click Next to continue

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Page 11: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click Install to continue

Click on Launch Deployment Scanner and Click Finish

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Page 12: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Welcome Window of Deployment Scanner, Click Next

Add SQL Server Name in Microsoft SQL Server tab and Click Next

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Click Next to continue

Check the Warning and Errors and Click Finish

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Customizing Registry Edit Registry: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Lsa Create a Dword DisableLoopbackCheck and Set Value data 1.

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\lanmanserver\parameters Create a Dword DisableStrictNameChecking and set Value data 1.

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Adding Windows Components

Go to Start – Settings – Control Panel – Add Remove Programs - Add Remove Windows Components In Windows Components highlight the row for (but do not check) Application Server, and Click Details In Application Server click the checkbox to select ASP.NET. Select Internet Information Services (IIS), and click Details.... In Internet Information Services (IIS), scroll down to the bottom and select World Wide Web Service and click Details.... In World Wide Web Service, click the checkbox to select Active Server Pages, click OK. In Internet Information Services (IIS), click OK.

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In Application Server, highlight the row for (do not check) Message Queuing, click Details.... In Message Queuing, check the box for Common.

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If the Active Directory Integration option has been checked, uncheck it. Active Directory Integration needs to always be removed, even when installing on a Domain Controller. The only option needed is Common. Click OK. In Application Server, click OK. In Windows Components, click Next. The new Windows components will begin to install. When it finishes, click Finish

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Page 18: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Installation of Enterprise Vault 2007 Double Click on the setup.exe to install Enterprise Vault 2007 Server, Click Next.

Click Yes to accept the Software License Agreement

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Give the path of the Destination Folder where Enterprise Vault should be install. Click Next to install Enterprise Vault

Select the features to be installed, Click Next

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Page 20: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Browse to insert Enterprise Vault License

Click Next

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Page 21: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Select the Program Folder, Click Next

The following Services will be Stopped and Start, Click Next to continue

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Page 22: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Installation Complete, Click Finish

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Page 23: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Configuration of Enterprise Vault 2007 Server Click Start – Programs – Enterprise Vault – Enterprise Vault Configuration

Click Next to Create a New Vault Directory

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Select Language Click Next

Page 24: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Browse for the Account to be used for Services, Enter and confirm Password Click Next

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Page 25: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click OK as account has following rights

Enter the SQL Server Name, Click Next

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Page 26: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Select the Destination to Store the Vault Directory Database and Transaction log Click Next

Enter the SQL Server Name to be use for Operations Manager Monitoring Database, Click Next

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Page 27: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Select the Destination for Vault Monitoring Database location and Transaction log, Click Next

Enter the Name and Description and Vault Site Alias given in DNS Management Console

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Page 28: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click Next to update the Vault Directory information

Services will be Added to this Computer, Click Next

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Page 29: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click on Properties of Enterprise Vault Indexing Service

Add the Folders done for the Indexes and verify Status is Open

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Page 30: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Verify the Storage Location of Indexes and Click Next

Click Next for Continuing the Configuration

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Page 31: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Services will be Started, Click Next

Services Started Successfully, Click Finish

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Page 32: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Adding Vault Store Right Click on Vault Stores, Click New Vault Store

Click Next

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Page 33: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Select the Storage Service to be used

Enter the Vault Store Name and Description of Vault Store

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Page 34: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Enter the SQL server location, Click Next

Enter the Destination for the Database and Transaction logs to be stored, Click Next

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Page 35: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Remove Safety Copies as required; here it is Immediately after archive Click Next

Verify the Configuration and Click Next

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Page 36: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Database Created Successfully, Click Next

Click Next to create Vault Store Partition

.

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Page 37: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click Next to create New Vault Store Partition

Enter the Storage Type, here it is NTFS volume Click Next

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Page 38: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Enter the path where Vault Store Partition is to be Created Click Next

Check the box for Share Archived Items for Single Instance and Security Click Next

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Page 39: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Select None for file collection software to use Click Next

Verify the Configuration Click Finish

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Page 40: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Adding Microsoft Exchange Server Adding Microsoft Exchange Server in Enterprise Vault Server 2007

Right Click on Exchange Click New Domain

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Page 41: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Enter the Domain Name Click OK

Right Click on Domain Click on New Exchange Server

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Page 42: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click Next to continue

Check mark the Exchange Task that should be created for the Exchange Server and Select the Enterprise Vault Server Click Next

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Page 43: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Select the Mailbox to be used for the Exchange Server Click Next

Here it is Exgadmin Click OK

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Page 44: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click Finish

Click Close

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Page 45: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Adding Journaling Mailbox Right Click on Journal Mailbox Click New Journal Mailbox

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Page 46: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click Next to Continue

Select the Journal Mailbox to be Archived and select the Task to associate Click box to initially Enable archiving this Mailbox

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Page 47: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click the Mailbox Click OK

Click Next to Continue

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Page 48: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Select the Policy and the Retention Category Click Next

Click the location to be used to store Journaling Mailbox

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Page 49: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Select the Vault Partition Click Next

Verify and Click Finish

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Page 50: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click Close

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Page 51: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Adding Mailbox Policy

Creating Policy for the Exchange Mailbox, go to Policies – Mailbox – Right Click – Click New - Policy

Give the Policy Name and Description, click OK

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Page 52: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Configuring Mailbox Policy Right Click on the Policy and click on Properties Change the Indexing Level to Brief, Medium, Full as required (3%, 8%, 12% usage respectively)

On the Archiving Rules, enter the values so as to archive the mail on the age base archiving, size base archiving, quota base or the message with attachments only.

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Page 53: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Check Mark on the box to enable users for Archiving Actions, if not Overall lock to use server settings for the users forcefully.

Use Shortcut Content to display the Mail after archiving.

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Page 54: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Use Shortcut Deletion tab by entering the age at which to delete shortcut of the mail

Policy assigned to the users listed in the tab of Targets

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Page 55: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Use Advanced tab for General Archiving, Offline Vault, Outlook and OWA to customize parameters as per the environment

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Page 56: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Adding Provisioning Group PROVISIONING GROUP Add Provisioning group to add Windows Group, Windows Users, Distribution List, Ldap Users, Whole Exchange Organization etc to assign a specific policy for Mailbox Policy, PST Migration Policy, Retention Category and Automatically enable mailboxes (leave this checkbox unchecked). Also to assign specific Vault Store and Storage Service for Provisioning Group. To Create Provisioning Group, Go to Targets – Exchange – Domain Name – Exchange Servers – Provisioning Group – Right Click and New – Provisioning Group

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Page 57: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click Next

Enter the Name of Provisioning Group Click Next Click Add to Users in the Group Click Add

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Page 58: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Select the Type Click OK

Select Names and say OK

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Page 59: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Check user is added Click Next

Select Mailbox Policy to be used by the Provisioning Group Click Next

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Give the Retention Category Click Next

Select the Vault Store for Group Click Next

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Select the Indexing Service to be used by the group Click Next

Deselect the checkbox to automatic enable Mailbox Archiving Click Next

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Check the Details Click Next

Group created Successfully. Click Close

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Page 63: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Adding Mailbox Task Click Enterprise Vault Servers – ARCIVE..IN (INP1EV01) – Right Click on Task – New- Type of Task to add

Double Click on Task

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Page 64: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Running Mailbox Task Click the Synchronization Tab in Synchronization for All Mailboxes

In Progress Window the Synchronization is queued

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Page 65: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click on Selected Mailboxes if Mailbox to be synchronizes individually or on selected mailboxes

Filter Mailbox Name

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Page 66: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Select the Name of Mailbox and Click OK

Restore 1 Mailbox has been synchronized Click OK

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Page 67: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Enabling Users for Mailbox Archiving Before Enabling the Mailboxes for Archiving, Synchronize the Mailboxes in the Task of the respective Exchange Server For Enabling Mailbox Manually Go to Tools and Click on Enable Mailboxes

Select the Exchange Server Name on which the Mailbox is located Click Next

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List all users or filter by name Click Next

Select Mailbox which are newly added to provisioning group Click Next

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Check the user is correct that was selected Click Next

Billing Account is by default the account which is currently enabling for Archiving Click Next

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Select Immediate Archiving

Page 70: Symantec Enterprise Vault 2007 Installation & Cvox.veritas.com/legacyfs/online/veritasdata/New... · 9. Microsoft Windows Server Update 10. Installation of Dot Net Framework 2.0

Click Next

Check the information displayed Click Finish

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Click Close, Mailbox added successfully for Archiving