Installation Overview - EMC IS1200 Configuration Manual

Microsoft exchange server connector
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Chapter 2: Establishing Communications Between Exchange and IS1200

Installation Overview

To install the Kazeon Exchange Connector, the following basic steps are required:
1. Start with functional Active Directory (AD), Microsoft Exchange, and Kazeon
IS1200 servers.
The AD server must be setup to Microsoft standards,
see the Microsoft documentation for details.
The Microsoft Exchange server must be setup to Microsoft standards as well,
and use the same 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.
2. Create a service account on the AD server for the IS1200, see
IS1200 Service Account on the AD Server" on page 9
3. Setup the KES server and install the Kazeon Exchange Services Agent (ES Agent).
See
"Installing and Configuring the KES Platform" on page 15
4. Configure the KES server to use the account (setup in step
Exchange Servers. See
to Access the Exchange Server" on page 16
5. Test the KES server. See
below for details.
6. Setup and test the IS1200 for communications with the KES server. See
the IS1200 Connection to the KES Server" on page 21
Once the communication requirements are in place, metadata repositories for the
Exchange Servers must be created and registered with the IS1200, the Exchange
servers themselves must be registered, and then the Exchange servers must be
classified before searches and reports can be run on the files and email they contain.
The minor workflow differences, between registering, classifying, and searching or
reporting on Exchange Servers and doing the same on standard file systems are
covered in
"Chapter 4: Workflow Changes for Exchange Servers" on page
8
"Configuring the KES Server to Use the Service Account
"Testing the KES Server Configuration" on page 19
EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide
"Creating the
for details.
for details.
2
above) to access the
for details.
for details.
"Testing
27.

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