Introduction; Minimum Training Prerequisites - American Dynamics Intellex Policy Manager Installation And Configuration Manual

Installation and Configuration

Introduction

This document presents the following instructional aids to guide you through installation of the
Policy Manager for Intellex software:
• Minimum Configuration
• Site Worksheet
• Installation Instructions
First, complete the Site Worksheet on page 5 to keep track of vital information as you proceed with
the installation. Follow the Installation Instructions beginning on page 7 for a concise tour through
the process. Please note that depending on your configuration, the compatibility requirements
differ for different versions of Policy Manager and Intellex. The User Requirements that precede
the instructions cover the minimum skill set for an administrator installing Intellex Policy Manager.
The minimum configuration is a starting point for setting up Policy Manager. If, however, you wish
to use an alternate system setup, adjust the process where necessary to accommodate your
custom configuration.
Note
Before proceeding, anyone planning to install Policy Manager must participate in the official
training and certification program for Policy Manager for Intellex.
If you want to install other modules from American Dynamics, such as Archive Manager for
Intellex, refer to the specific installation documentation for those products.
Caution
If Archive Manager is already installed, and you want to install Policy Manager, you must first uninstall
Archive Manager. After installing Policy Manager, reinstall Archive Manager.

Minimum Training Prerequisites

We recommend that the user have Microsoft network administration training or equivalent
experience. The prerequisites include the following levels of expertise.
Ability to:
• Create and manage domain user and group accounts
• Differentiate between various types of network architectures
• Join Windows 2000, XP Professional, and Server 2003 computers to domains
General understanding of the:
• Different types of user accounts and administering security in a Windows NT, Windows 2000,
Windows 2003, Windows XP, or Microsoft Vista environment
• Principal features of the Windows operating systems
• Basics of networking in a Windows NT, Windows 2000, Windows 2003, Windows XP, or
Microsoft Vista environment
• Common hardware components used in network communication
• Active Directory (if applicable to your network)
• WAN/LAN environments
2 Intellex® Policy Manager