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EMC IS1200 Configuration Manual

Microsoft exchange server connector
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IS1200
Microsoft Exchange Server Connector
User and Configuration Guide
Version 4.3.4
Last updated April 30, 2010
EMC Part Number 300-010-774 A02

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  • Page 1 Title Page IS1200 Microsoft Exchange Server Connector User and Configuration Guide Version 4.3.4 Last updated April 30, 2010 EMC Part Number 300-010-774 A02...
  • Page 2 Kazeon Systems 1161 San Antonio Road Mountain View, CA 94043 EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide Version 4.3.4, 2010 Copyright © 2010 Kazeon Systems, Inc. All Rights Reserved. This notice is intended as a precaution against inadvertent publication and does not imply any waiver of confidentiality.

  • Page 3: Table Of Contents

    Classifying Exchange Servers .........................28 Increasing Classification Performance for PSTs................29 Searching and Reporting on Exchange Servers..................29 Applying Actionable Services to Exchange Server Search or Report Results........30 Index ........................31 Glossary ......................35 EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...
  • Page 4 Contents EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...

  • Page 5: Preface

    Preface The EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide describes how to configure an IS1200 to use the optional Kazeon Microsoft Exchange Server Connector module. The IS1200-SA and IS1200-FRM do not support the Kazeon Exchange Connector.
  • Page 6 Preface EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...

  • Page 7: Chapter 1: Introduction

    The guide is provided as a companion to the Kazeon Information Server-ECS IS1200 User and Configuration Guide. The Kazeon Information Server-ECS IS1200 User and Configuration Guide should be read first as it contains most of the basic IS1200 server setup and maintenance information on which this guide builds.

  • Page 8: Exchange Server Implementation Overview

    To use an Exchange Connector module purchased with a new installation, simply follow the standard hardware and software installation and configuration instructions in the Kazeon Information Server IS1200 User and Configuration Guide and then use the rest of this guide to configure the module options.
  • Page 9 Exchange 2003, SP2 or SP3 Exchange 2007, SP1 3. Add an IS1200 administrator account to an AD Server (in the same domain as the Microsoft Exchange Server) with permissions allowing the IS1200 to authenticate via the AD Server, and access all email accounts on the Microsoft Exchange Server.
  • Page 10 Chapter 1: Introduction EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...

  • Page 11: Chapter 2: Establishing Communications Between Exchange And Is1200

    Kazeon Exchange Server Agent (ES Agent) must be installed to manage communications between the Exchange Server and the IS1200. The agent’s processing power needs require a dedicated computer platform. The dedicated platform, with the agent installed, provides Kazeon Exchange Services (KES).
  • Page 12 Considering possible Exchange server configurations, the Kazeon Exchange Connector can be deployed in one of the following topologies: A single Exchange server, a single KES server, and a Kazeon IS1200 cluster. Multiple Exchange servers, a single KES server, and a Kazeon IS1200 cluster.

  • Page 13: Deployment Hardware And Software Requirements

    Deployment Hardware and Software Requirements Multiple Exchange servers, multiple KES servers, and a Kazeon IS1200 cluster. Deployment Hardware and Software Requirements The following hardware and software requirements are necessary to install Kazeon’s Connector for Microsoft Exchange Server on your Microsoft Exchange Servers.

  • Page 14: Installation Overview

    AD server for email user authentication, see the Microsoft documentation for details. The IS1200 must be able to communicate with the KES server over the network. The KES server and the Exchange server must be in the same domain.

  • Page 15: Creating The Is1200 Service Account On The Ad Server

    3. Enter information in the dialog fields, and follow the prompts to create a new user with the following attributes: User called (as shown in the dialog above) kazAdmin A password of your choice (and the same options as checked below) EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...

  • Page 16: Configuring The Exchange Server

    "Exchange view only Administrator" role by doing the following from the Exchange server: a. Launch the System Manager, Click Start>Programs>Microsoft Exchange>System Manager b. Right click First Organization and choose Delegate Control EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...
  • Page 17 In the “Enter the object name to select” field of the Select Users, Computers or Groups dialog, enter kazAdmin and then click the Check Names button. The name is checked and re-entered in the field. EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...
  • Page 18 From the Exchange System Manager window, expand the servers listing by clicking the plus sign, and right-click your Exchange server name and select Properties. b. From the ServerName Properties dialog, click the Security tab. EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...
  • Page 19 Outlook Web Access (OWA) with the following URL http://<exchange-server>/exchange/<user>. When prompted for a username and password, enter and the domain\kazAdmin password. If Microsoft OWA can display mail, the account configuration is correct. EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...

  • Page 20: Configuring A 2007 Server

    '<domainName>\KazAdmin' -InheritanceType 'All' -AccessRights 'FullAccess' Executing the two commands above gives the service account "KazAdmin" read only privileges to all the users in the specified exchange server/storage group/ mailbox database. EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...

  • Page 21: Installing And Configuring The Kes Platform

    Once the general platform system software installations are complete, the Kazeon Exchange Server Agent can be installed. The following assumes the KES server has network access to the IS1200. Open a browser on the KES platform and go to: http://<your_IS1200_HOSTNAME>/manager/KazeonAgents.htm...

  • Page 22: Configuring The Kes Server To Use The Service Account To Access The Exchange Server

    Access the Exchange Server Once the KES server is setup and the ES Agent installed, the kazexchservice should be active in IIS and must be configured to impersonate (the IS1200) using the account . Assuming has already been setup in the AD server (as...
  • Page 23 OK to close the dialog. 11. Enter in the Extension field, exchange and click OK until you return to the kazexchservice Properties Window. 12. Close the kazexchservice Properties window. EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...
  • Page 24 17. Run regedt32 from the command prompt and set permissions on the following: HKEY_LOCAL_MACHINE\SOFTWARE\kazeon\identity\ASPNET_SETREG Right click on the ASPNET_SETREG entry and select permissions. Select “Add” and type in “Network service” as the user. EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...

  • Page 25: Testing The Kes Server Configuration

    The right pane then lists the service contents. 2. In the right pane, right-click and select browse. TestService.asmx 3. This opens a browser window (see the screenshot in Step above) (web link http://localhost/kazexchservice/TestService.asmx EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...
  • Page 26 5. Back in the Test Service window, verify that the Kazeon Exchange Agent can access the exchange server by clicking the "ListFolders_test" link. Use the same directions as the step above to fill out the fields and produce a list of folders. EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...

  • Page 27: Testing The Is1200 Connection To The Kes Server

    Exchange Server Connector Installation Procedures Testing the IS1200 Connection to the KES Server Finally, test that the IS1200 can use the KES server to access the Exchange server by doing the following from a started cluster: 1. Add the user...
  • Page 28 Chapter 2: Establishing Communications Between Exchange and IS1200 EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...

  • Page 29: Chapter 3: Registering Exchange Servers

    Registering an Exchange Server with the IS1200 To classify—or otherwise access—files or email on Exchange, you must first register the Exchange server as a repository on the IS1200. Once the Exchange server is registered, its reference name appears in all subsequent IS1200 job dialogs that allow the user to select a file system to apply a service to.
  • Page 30 2. Fill in the following fields: Repository Type: Should already be set to Exchange, if it is not, change it. Name. Enter a reference name (for the IS1200 to use when listing this Exchange filer in menus, for instance when specifying classification targets). File system names must be unique.
  • Page 31 Collection in either Web-Admin or the eDiscovery Case Manager. Exchange servers can only be sources. 3. Submit. Click to register the Exchange server as a repository. EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...
  • Page 32 Chapter 3: Registering Exchange Servers EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...

  • Page 33: Chapter 4: Workflow Changes For Exchange Servers

    Workflow Changes for Exchange Servers This chapter details the workflow changes required to work with Exchange servers as repositories. Generally, using the IS1200 to work with an Exchange server is not much different then working with other repositories. Like other repositories, the Exchange server must first be registered and associated with a metadata repository.

  • Page 34: Classifying Exchange Servers

    ) button to add it to the list to classify (the right-hand scrolling list). Click any mailbox or folder in the right-hand list, and click the Left Arrow ( ) to remove it from the list to be classified. EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...

  • Page 35: Increasing Classification Performance For Psts

    These strings are case sensitive and may not use bracketed RegEx expressions. 7. Fill out all other Job Scheduler pages and fields as described in the IS1200 Web- Admin User and Configuration manual to finish scheduling the deep crawl. Date filters must be provided.

  • Page 36: Applying Actionable Services To Exchange Server Search Or Report Results

    After using searches or reports on Exchange servers, some Actionable Services can be performed on the results. For complete information about using Actionable Services see the Actionable Services chapter of the IS1200 User and Configuration Guide. Generally, Exchange servers may not be selected as the targets of Actionable Services, regardless of the result sources.

  • Page 37: Index

    Integration 2 Command Line Interface Reference Guide Exchange Server Connector Installation Procedures 7 Common Internet Filing System 37 Exchange Servers 27 Connector Port 24 Exchange System Manager 10, 12 EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...
  • Page 38 40 Web-Admin v, 42 logging rule 40 Web-Reports v, 42 LSP 40 Web-Search v, 42 Windows 2003 Server 15 Member-cluster 40 Workflow Changes 27 metadata 41 Metadata Repositories 23 EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...
  • Page 39 Index XML 42 EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...
  • Page 40 Index EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide...

  • Page 41: Glossary

    Auditing A service that allows the IS1200 to record all system events according to who did what, when, and the event result. This data is especially useful to Legal Service Providers when providing an audit trail for responsive data produced during eDiscovery.
  • Page 42 (like word processing and spreadsheet files), images, and other file documents. CASID A unique IS1200 ID for each classified file that the system generates during basic classification. Centera Server The EMC Centera server is a networked storage system specifically designed to store and provide fast, easy access to fixed content (information in its final form).
  • Page 43 Information Server can classify data on the file system to create metadata. Data-Share The CIFS file system to be accessed by the Kazeon Information Server to extract metadata. Data Repository A networked file system registered with the IS1200 so it can be classified, search, and reported on.
  • Page 44 The process of reviewing electronic files to determine their relevances and responsiveness to a legal matter or case. eDiscovery Case Manager A IS1200 web-application that facilitates eDiscovery for Legal Service Providers.
  • Page 45 Member-clusters are referred to as Federated clusters. Federation Server An single-node IS1200 server, with a Federation license, that allows consolidated searching and reporting of up to eight Federated member- clusters of its defined Federation.
  • Page 46 Kazeon EVAgent A IS1200 service installed on the Enterprise Vault server. Kaz-mount The NFS file system that is the IS1200 metadata repository. on which the Kazeon Information Server stores metadata. Kazeon Query Language A programming language used in classification and assignment rules to identify files that should received specified metadata tags.
  • Page 47 Roles All IS1200 have roles, either admin, auditor, or end-user. If a legal license is installed, there are also legalAdmin, legalSupervisor, legalReviewer, and custodian roles. All users have a role, and the role determines what parts of the IS1200 interface can be seen, and how much of search and report results are viewed.
  • Page 48 (a text string) containing the actual filename. Web-Admin An IS1200 web application used by IT personnel to administer the server itself, and when the IS1200 is used to help administer other IT resources. Web-Admin is the preferred interface for administering the server. Web-Reports An IS1200 web application that provides advanced reporting capabilities based on IS1200 metadata.

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