EAS 6[1].3 Exchange Admin

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EAS for Exchange

Administration Guide

EAS 6.3

15 October 2010


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Autonomy ZANTAZ Copyright

Notice

Notices

Copyright 2010 Autonomy. All rights reserved.

This document contains confidential and proprietary information of Autonomy. No part of

this document may be reproduced, in any form, or disclosed to third parties without the

express prior written permission of Autonomy.

The following are trademarks of Autonomy:

ZANTAZ

Digital Safe

Trusted. Proven.

Introspect

Singlecast

EAS

Enterprise Archive Solution

EAS Discovery

EAS Search

First Archive

First Discovery

Digital Supervisor

Audit Center

IDOL server

DIH

DAH

DiSH

The names of actual companies and products mentioned in this document may be the

trademarks of their respective owners, including without limitation:

Microsoft Windows, Exchange Server, Outlook and SharePoint which are

registered trademarks of Microsoft Corporation

Domino, IBM, Lotus, and Notes which are registered trademarks of

International Business Machines Corporation

Oracle which is a registered trademark of Oracle Corporation

Third-party software acknowledgements: RSA Data Security, Inc. MD5 Message-Digest

Algorithm; zlib general purpose compression library, Jean-loup Gailly and Mark Adler;

Info-ZIP, more information at ftp://ftp.info-zip.org/pub/infozip/license.html.

This document is for informational purposes only, and is subject to revision by Autonomy

at any time without notice. Except as may be expressly set forth in a written or


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electronically accepted agreement between you and Autonomy, Autonomy MAKES NO

WARRANTY OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR

OTHERWISE AND Autonomy HEREBY SPECIFICALLY DISCLAIMS, ON BEHALF OF

ITSELF AND ITS SUPPLIERS, ALL IMPLIED WARRANTIES, INCLUDING ANY

WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE,

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW.

For further information on Autonomy EAS, see the Autonomy ZANTAZ web si te

(http://www.zantaz.com).

15 October 2010
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Contents

Autonomy ZANTAZ Copyright Notice ......................................................... 2

Chapter 1 Getting started .......................................................................... 15

About Autonomy ZANTAZ ....................................................................... 15

About this guide ....................................................................................... 16

Who should read this guide? ............................................................. 16

Document conventions ...................................................................... 16

Getting help ....................................................................................... 17

Understanding EAS ................................................................................. 18

Key concepts ..................................................................................... 19

About file archiving .................................................................................. 21

About archiving content from a SharePoint Portal Server ....................... 21

Overview of EAS administration .............................................................. 22

Deployment ....................................................................................... 22

Monitoring and maintenance ............................................................. 22

Other tasks ........................................................................................ 23

Security and privacy ................................................................................ 24

Administrator level access ................................................................. 24

HTTPS protocol ................................................................................. 24

Anonymous access in Exchange ....................................................... 24

Anonymous access / Extended NT Account Sync ............................ 24

Using the EAS Administrator client.......................................................... 25

Start the EAS Server ......................................................................... 25

Open EAS Administrator ................................................................... 25

Connect to the database ................................................................... 25

Connect to the Exchange Server ....................................................... 26

Customize the EAS Administrator display ......................................... 26

Configure licenses ................................................................................... 28

Supply information to obtain license keys ......................................... 28

Add a license key .............................................................................. 29

Using EAS reports ................................................................................... 30

Report types ...................................................................................... 30


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Configure the ODBC source .............................................................. 32

Configure the report font .................................................................... 32

Configure the User Retrieval Audit report .......................................... 32

Generate a report .............................................................................. 33

Chapter 2 Manage servers ......................................................................... 35

Introduction .............................................................................................. 36

Managing EAS servers ............................................................................ 37

Start an EAS server ........................................................................... 37

Connect to servers ............................................................................ 38

Stop or restart an EAS server ............................................................ 38

Add an EAS server ............................................................................ 39

Remove an EAS server ..................................................................... 41

Edit the properties of an EAS server ................................................. 41

Assign a mail server to an EAS server .............................................. 41

Specify archiving order ...................................................................... 42

Disable processes running on a server ............................................. 43

Installing EAS as a service ................................................................ 43

Monitoring EAS servers ........................................................................... 45

Display the status of an EAS server .................................................. 46

Display archive task information for individual EAS servers .............. 46

Display the EAS log ........................................................................... 47

Query the EAS database ................................................................... 49

Configure EAS to provide information to the Windows Performance tool........................................................................................................... 49

Optimizing server performance with clustering ........................................ 50

Enable advanced clustering .............................................................. 53

Add a cluster ...................................................................................... 54

Specify document stores and archive sources in an EAS cluster ..... 54

Delete a cluster .................................................................................. 55

Change the parent EAS server .......................................................... 56

Managing mail servers ............................................................................ 56

Exchange Server synchronization ..................................................... 56

Manually add a mail server (Advanced mode) .................................. 57

Remove a mail server from the server list ......................................... 58

Specify Exchange Server options ...................................................... 58

Manage Exchange mailbox size quotas ............................................ 58

Edit mail server properties (Advanced mode) ................................... 60

Assign document stores to a mail server ........................................... 61

Assign a priority to document stores for a mail server ....................... 62


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Limiting the load on system resources .................................................... 63

Other methods for managing the load on system resources ............. 63

Working with performance metrics .................................................... 64

Creating performance metrics ........................................................... 66

Limiting processes on servers ........................................................... 73

Configuring IIS Servers ........................................................................... 74

Configuring IIS for distributed environments ..................................... 74

Security .............................................................................................. 75

Add an IIS server to EAS ................................................................... 75

Specify the IIS server retrieve and restore options ............................ 76

Remove an IIS server from EAS ....................................................... 76

Edit IIS server properties ................................................................... 77

Specify the preferred document stores for an IIS server ................... 77

Specify the preferred search indexes for a web server ..................... 78

Chapter 3 Configure the archive process ................................................ 81

Introduction .............................................................................................. 81

Set general archive options ..................................................................... 82

Enable archiving of recipient information................................................. 83

Configuring document stores .................................................................. 83

Add a document store ....................................................................... 84

Delete a document store ................................................................... 88

Specify the default document store (simple mode only) .................... 88

Assign or edit a group name to a document store ............................. 88

Configuring tasks ..................................................................................... 89

Task priority - Basic ........................................................................... 89

Task Priority - Advanced ................................................................... 90

Folder synchronization ...................................................................... 90

File archiving specifics ....................................................................... 91

Task descriptions ............................................................................... 92

Create a task .....................................................................................96

Enable a task ..................................................................................... 99

Edit a task .......................................................................................... 99

Delete a task ...................................................................................... 99

Run a task manually ........................................................................ 100

Stop a task ....................................................................................... 100

Configuring search indexes ................................................................... 100

Add a search index .......................................................................... 101

Remove a search index ................................................................... 103

Upgrade an Alta Vista index to IDOL ............................................... 103


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Protecting content with checkpoints ...................................................... 105

Checkpointing prerequisites ............................................................ 105

Checkpointing and on-demand archiving ........................................ 105

Enable checkpointing for a document store .................................... 106

Manually remove checkpoints from content in a document store .... 107

Specify the checkpoint options for an archive task .......................... 107

Testing your environment ...................................................................... 109

Exchange Server Load Simulator 2003 (LoadSim) ......................... 109

Add recipients to an estimate .......................................................... 109

Add groups to an estimate ............................................................... 110

Generate an estimate ...................................................................... 111

Display the estimate report .............................................................. 111

Clear the estimate data ................................................................... 111

Chapter 4 Manage users .......................................................................... 113

Introduction ............................................................................................ 113

Managing user directories ..................................................................... 114

Configure LDAP ............................................................................... 114

Specify the number of recipients per screen ................................... 115

Disable the Global Address List ...................................................... 115

Perform an LDAP query .................................................................. 116

Managing administrative accounts ........................................................ 117

Configure EAS to use administrator accounts ................................. 117

Add an administrator account .......................................................... 118

Assign full administrator permissions .............................................. 118

Assign specific global permissions to an administrator ................... 119

Assign permissions for a specific mail server to an administrator ... 119

Create a custom administrator role ................................................. 120

Remove an administrator account ................................................... 120

Restore EAS access ........................................................................ 121

Configure an EAS Discovery administration account ...................... 122

Permissions ..................................................................................... 122

Managing mailbox users ....................................................................... 126

Auto-enrolling mailboxes ................................................................. 127

Define and enable the default auto-enroll policy ............................. 127

Define an auto-enroll policy for each mail server ............................ 128

Enroll a mailbox user (LDAP) .......................................................... 129

Enroll a mailbox user (MAPI) ........................................................... 130

Specify an archiving limit for a user mailbox ................................... 130

Specify a storage limit warning ........................................................ 131

Automatically disable deleted Exchange users ............................... 132


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Manually disable a user ................................................................... 132

Re-enable a user ............................................................................. 133

Modify EAS options in the Outlook client ......................................... 133

Enable EAS forms in Outlook clients ............................................... 136

Configure number of search reults in Outlook ................................. 138

Create a persistent "to be archived" folder for user mailboxes ........ 139

Disable the EAS Outlook client ........................................................ 139

Managing groups ................................................................................... 140

Display the members of a group ...................................................... 140

Add a group ..................................................................................... 141

Remove a group .............................................................................. 142

Manage group members (MAPI) ..................................................... 142

Manage group members (LDAP) ..................................................... 142

Add group members from distribution list ........................................ 143

Update group membership automatically using an LDAP query ..... 143

Specify an archiving limit for group members .................................. 144

Configuring stubs .................................................................................. 145

Specify stub settings for a user ....................................................... 145

Specify stub settings for a group ..................................................... 147

Specify stub settings for a public folder ........................................... 148

Display the attachment icon in stubs ............................................... 149

Retain Rich Text Format (RTF) in stubs .......................................... 149

Configuring formulas ............................................................................. 149

Understanding formulas .................................................................. 150

Specify formulas for a group ............................................................ 151

Specify formulas for individual users ............................................... 152

Create a formula template ............................................................... 155

Create a formula using the Formula Wizard .................................... 156

Create a formula using the Formula Editor ...................................... 158

Test a formula .................................................................................. 160

Configure EAS to apply formulas to PST files ................................. 161

Chapter 5 Specify content to be archived .............................................. 163

Specify user mailboxes to be archived .................................................. 163

Note on Exchange 2003 limit on number of objects that can be opened......................................................................................................... 165

On-demand archiving ............................................................................ 166

Formulas and on-demand archiving ................................................ 166

Set the on-demand polling interval .................................................. 167

Archiving public folders ......................................................................... 167

Add a public folder ........................................................................... 167


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Remove a public folder .................................................................... 168

Specify formulas for a public folder ................................................. 168

Update archived public folder hierarchy and permissions ............... 170

Archiving journal mailboxes ................................................................... 170

Prerequisites .................................................................................... 171

Create a journal mailbox .................................................................. 171

Select a recipient for the journaled mail .......................................... 171

Specify the archiving rules for the journal mailbox .......................... 172

Create a task for archiving journal mailboxes .................................. 172

Archiving PST files ................................................................................ 173

Exchange Server options for PST archiving .................................... 174

Archive a PST file ............................................................................ 175

Bringing PST files under central control .......................................... 178

Archiving deleted items ......................................................................... 187

Specify the archiving policy for a user's deleted items .................... 187

Specify the archiving policy for a group's deleted items .................. 188

Create a task for archiving deleted items (dumpsters) .................... 190

Restoring items archived in a mailbox "dumpster" .......................... 191

Chapter 6 Manage archives ..................................................................... 193

Managing a user's search indexes ........................................................ 193

Add users to a search index ............................................................ 194

Remove users from a search index ................................................. 195

Move users from one search index to another ................................ 196

Add a search index to an individual user ......................................... 197

Move a search index for an individual user ..................................... 197

Remove search indexes from an individual user ............................. 198

Managing offline support ....................................................................... 198

Controlling access to archived content .................................................. 199

Note on precedence of permissions ................................................ 200

Synchronizing permissions .............................................................. 201

Anonymous access to user mail folders .......................................... 201

Specify other users who can access a mailbox archive .................. 202

Specify other mailbox archives that a user can access ................... 203

Configure anonymous access to user mailboxes ............................ 203

Retrieving messages from different EAS environment .................... 204

Restoring archives ................................................................................. 205

Configure retrieve and restore options ............................................ 205

Restore messages to an original mailbox ........................................ 206

Restore messages to an alternative mailbox ................................... 207

Restore messages to a PST file ...................................................... 208


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Restore a public folder ..................................................................... 209

Verifying and repairing archives ............................................................ 210

On-line Day Archive ......................................................................... 211

Single EAS File Archive (HSM) ....................................................... 211

EMC Centera ................................................................................... 211

Network Appliance NAS (NetApp) ................................................... 212

Verify an archive .............................................................................. 214

Repair an archive ............................................................................ 214

Appendix A Formula language reference .............................................. 215

Components of EAS Formula Language ............................................... 215

Variables .......................................................................................... 215

Return statements ........................................................................... 223

Functions ......................................................................................... 225

Operators ......................................................................................... 238

Appendix B Configure storage devices ................................................. 247

Digital Safe ............................................................................................ 247

Configure EAS to use Digital Safe as a document store ................. 247

EMC Centera ......................................................................................... 248

Configuring permissions for EAS on EMC Centera ......................... 248

Configuring EAS to use a Pool Entry Authorization (PEA) file ........ 249

Initialize the Pool Access Information (PAI) module ........................ 249

Configure the CENTERA_PEA_LOCATION environment variable . 250

Merge two or more .pea files ........................................................... 252

Configure the FP_OPTION_STREAM_STRICT_MODE environmentvariable ............................................................................................ 253

DR500 or non-DR550 TSM server ........................................................ 256

Prerequisites for non-DR550 TSM servers ...................................... 256

Set up the server for use with EAS .................................................. 256

Example of advanced configuration options .................................... 257

Hitachi Content Archiving Platform (HCAP) .......................................... 259

HCAP configuration for EAS ............................................................ 259

Appendix C RUN_HISTORY table ........................................................... 261

Introduction ............................................................................................ 261

The RUN_HISTORY table ..................................................................... 261

Appendix D EAS options in EAS database ............................................ 265

EAS server-related options in EAS database ........................................ 265

General EAS server options in database ........................................ 266


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EAS for Exchange server options in database ................................ 267

EAS for Lotus Notes server options in database ............................. 268

EAS for Files server options in database ........................................ 269

Other EAS server options in database ............................................ 269

Appendix E EAS Options dialog box reference .................................... 279

General tab ............................................................................................ 279

Delete Original Objects .................................................................... 279

Use Multi-file Archiving .................................................................... 280

Output Messages to Event Log ....................................................... 280

Append Date to Log File Name ....................................................... 281

Ignore Warning Msgs ...................................................................... 282

Add Extra Log for Diagnosis ............................................................ 282

Performance Metric Update Interval (secs) ..................................... 283

Partial Commit Delay msec/k ......................................... 283

Use Delete Not Truncate ................................................................. 284

Exchange tab ........................................................................................ 284

Archive Message Classes ............................................................... 285

Attachment CRC Message Classes ................................................ 285

Stub Attach Icon .............................................................................. 286

Leave RTF Body .............................................................................. 286

Store Extended Refer Info ............................................................... 287

Hard Delete Messages .................................................................... 288

Extended Folder Synch ................................................................... 288

Use Delivery Date ............................................................................ 289

Multi-language Archive .................................................................... 289

Restore Unicode PSTs .................................................................... 289

Apply Formula to PST ..................................................................... 290

Leave Stubs in PST ......................................................................... 290

Prepend PST File Name to Folder Path .......................................... 291

Base PST Folder .............................................................................291

Ignore Default/Anonymous ACL Rights ........................................... 291

Extended NT Account Synch ........................................................... 292

Quota Reduction % ........................................................ 293

Quota Sort By Date ......................................................................... 293

Quota Sort By Size .......................................................................... 294

Envelope Journaling: Archive Unmodified Envelopes ..................... 294

Include Recipients in SIS ................................................................. 295

Archive Msg With Voting Properties ................................................ 296

Archive Message Attachments As Files .......................................... 296

Process Associated Contents .......................................................... 297


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Ignore Corrupt Messages ................................................................ 297

Perform Personal Forms Synchronization ....................................... 298

On-demand Polling Archive Interval seconds ................ 299

FA Options tab ...................................................................................... 299

Archive File Extensions ................................................................... 299

Archive All Files ............................................................................... 300

Process Read-only Files .................................................................. 300

NTFS Stubs as Sparse Files ........................................................... 300

Check Files Shares Permissions ONLY .......................................... 301

Lotus Notes tab ..................................................................................... 301

LDAP Container ............................................................................... 301

LDAP User Name ............................................................................ 302

LDAP User Password ...................................................................... 302

Prepend NSF File Name to Folder Path .......................................... 302

Base NSF Folder ............................................................................. 303

Archive Notes Msg Attachments As Files ........................................ 304

View tab ................................................................................................. 304

Associated IIS Server ...................................................................... 304

Retrieve Messages From IIS Server ............................................... 305

Retrieve Messages From IIS Servers Document Stores ................ 305

Font Name ....................................................................................... 305

Report ODBC Source ...................................................................... 306

Max Recips Per Screen ................................................................... 306

Disable GAL .................................................................................... 306

Exchange LDAP Settings ................................................................ 307

Lotus Notes LDAP Settings ............................................................. 308

Default Auto-Enroll Policy tab ................................................................ 310

Enable Exchange Auto-Enroll .......................................................... 310

Enable Lotus Notes Auto-Enroll ...................................................... 314

Automated PST Migration tab ............................................................... 318

Use Automated PST Migration ........................................................ 318

Migration Rate ................................................................................. 318

Migration Root Folder ...................................................................... 319

Migrate Using On-Demand Archival ................................................ 319

Remove PSTs When Migration Done .............................................. 319

Parent Specific tab ................................................................................ 320

Exchange LDAP Settings ................................................................ 320

Domain Name (Used for License Environment ID) ......................... 321

Advanced tab ........................................................................................ 321

Use Advanced Clustering ................................................................ 321

Server ID ......................................................................................... 322


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Use View Permissions ..................................................................... 322

TCP/IP EAS Server Port .................................................................. 323

Issue EAS Storage Limit Warning At: % Remaining ................ 323

USERS.EXTRAINFO LDAP Attribute .............................................. 323

Connector/Script Installations .......................................................... 324

Index ........................................................................................................... 325


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Chapter 1

Getting started

In This Chapter

About Autonomy ZANTAZ .........................................15

About this guide ........................................................16

Understanding EAS ...................................................18

About file archiving ....................................................21

About archiving content from a SharePoint Portal Server 21Overview of EAS administration ................................22

Security and privacy ..................................................24

Using the EAS Administrator client............................25

Configure licenses .....................................................28

Using EAS reports .....................................................30

About Autonomy ZANTAZ

Autonomy solutions are the leaders in the archiving, eDiscovery and

Proactive Information Risk Management markets. Autonomy is the only

vendor that offers an entire spectrum of Proactive Information Risk

Management solutions ranging from real-time policy management, records

management and consolidated archiving to early case assessment, enterprise

legal hold and EDD, review, and production. Autonomy Enterprise Archive

Solution (EAS) runs on the IDOL platform, which supports more than 100

languages and 1,000 file types. Autonomy EAS is available as a hosted

service, on-site software or a combination of both.

For more information about the Autonomy EAS, visit the Autonomy ZANTAZ

web site(http://www.zantaz.com).
http://www.zantaz.com/http://www.zantaz.com/http://www.zantaz.com/http://www.zantaz.com/


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Getting started

16 EAS for Exchange

About this guide

Who should read this guide?

This guide is for the use of EAS administrators. It assumes that the reader is

familiar with Windows Server and Exchange Server management.

Administrators should also receive EAS training from Autonomy or an

authorized EAS instructor.

Document conventions

The following conventions are used in this document:

Item Example Notes

User interface items with

which you can interact

(buttons, tabs in dialog

boxes, radio buttons, menu

items and fields) are shown

in bold type.

Click the Savebutton.

Procedures that involve

clicking through the menus

are shown in a sequence

with arrows.

Click Settings > Options. You click the Settingsitem

on the menu bar and then

choose the Optionsitem

from the menu that is

displayed.

Options are described as

enabled or disabled.

An enabled option is one that

has a check mark in the box

beside the option name.

No check mark indicates that

the option is disabled.

Enable the Use Advanced

Clusteringoption.

Disable the Ignore

Default/Anonymous ACL

Rightsoption.

Click inside the check box to

add the check mark or clear

a check mark that is already

there.

Additionally, this syntax is used for command-line instructions:

The general form for presenting a command that a user must enter is as

follows:

sample{+r|r} argument [option]

where:

sample Specifies the name of the command or utility.


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About this guide

EAS for Exchange 17

{} Indicates required syntax in which you have a choice and

that at least one choice is required.

| Separates two mutually exclusive choices in a syntax line.

Type one of the choices on either side of the symbol.

argument Specifies a variable name or other information you mustprovide, such as a path and file name.

... Indicates that you can type multiple arguments of the

same type. Do not type the ellipsis (...).

[ ] Indicates one or more optional items. Type only the

information within the brackets, not the brackets

themselves.

Example:

bridge Group address MacAddress[ forward | discard][interface]

Getting help

Use of Autonomy EAS products is described in:

Online help (accessed through the Help menu)

EAS documentation suite(on page18)

FAQs

Technical Notes

All are available through theAutonomy Customer Support Center

(https://customers.autonomy.com/).

Technical support

If you still have questions or require assistance after consulting these

information sources, contact Autonomy (ZANTAZ) Technical Support by email

(mailto:[email protected] )or by phone: 617.850.4705.

Training

Autonomy is committed to ensuring successful adoption of our products by

administrative and end users. We offer a host of training services to meet the

educational needs of virtually every organization. For more information, or to

register for one of our courses, please visit theAutonomy EAS training

website(http://www.zantaz.com/services/training/index.htm ).

Professional services
https://customers.autonomy.com/https://customers.autonomy.com/https://customers.autonomy.com/mailto:[email protected]:[email protected]:[email protected]://www.zantaz.com/services/training/index.htmhttp://www.zantaz.com/services/training/index.htmhttp://www.zantaz.com/services/training/index.htmhttp://www.zantaz.com/services/training/index.htmmailto:[email protected]://customers.autonomy.com/


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Getting started

18 EAS for Exchange

Autonomy can be contracted to provide knowledge transfer surrounding

functionality, installation and configuration, as well as EAS system health

checks and upgrades. Many services can be performed either on site or

remotely over an Internet connection. If you are interested in such services,

contact theAutonomy EAS Pro jects Group (mailto:[email protected]).

EAS documentation suite

The documentation suite for the Autonomy Enterprise Archive Solution (EAS)

includes the following titles:

EAS Installation Guide(Exchange, Lotus Notes, Files, and SharePoint

versions)

EAS Administration Guide(Exchange, Lotus Notes, Files, and SharePoint

versions)

EAS for Exchange Outlook User Guide(2007 and 2000/2003 versions in

English, French and German) EAS for Lotus Notes User Guide

EAS for Files User Guide

EAS Search Administration Guide

EAS Storage Manager Administration Guide

EAS Discovery Administration Guide

EAS Dashboard Administration Guide

EAS Management Pack Guide for Microsoft Operations Manager

EAS documentation is available for download from theAutonomy Customer

Support Center(https://customers.autonomy.com/).

A user name and password are required to log in to the knowledge base. If

you do not have login information and would like to apply, select "Request

Account" on the website. Note that accounts are provided to individuals who

meet Autonomy training requirements.

Understanding EAS

The Autonomy Enterprise Archiving Solution (EAS) is an archiving softwaresolution for email and files.It offers a fully distributed architecture that allows

management of electronic content across geographically dispersed locations.

EAS provides centrally managed and administered control of archiving

policies while allowing for regional dependencies and administration. EAS

significantly reduces loads on mail and file servers, secures intellectual

property, and gives end-users easy access to messages and files regardless
mailto:[email protected]:[email protected]:[email protected]://customers.autonomy.com/https://customers.autonomy.com/https://customers.autonomy.com/https://customers.autonomy.com/mailto:[email protected]


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Understanding EAS

EAS for Exchange 19

of their geographic location. As a result, companies are now able to effectively

incorporate email messages and their attachments as well as content from file

shares and SharePoint sites into their overall records management strategy

and comply with industry regulations.

With EAS handling the storage and long-term access to messages and files,

server administrators can focus on improving performance. Mail servers are

not designed to be long-term repositories. By introducing EAS for the storage

and long-term access to email, messaging servers are more efficient,

scalable, and easier to manage. EAS for Files and EAS for SharePoint

provide similar functionality for file-based content across the enterprise.

EAS Search and EAS Discovery offer advanced search capabilities, and EAS

Storage Manager allows organizations to manage archived content through

the use of archiving policies.

EAS for Exchange and EAS for Lotus Notes support archiving in multiple

languages. Other EAS products support archiving, search and retrieval in

English only.

Key concepts

Elements of the EAS environment

The basic EAS server environment contains the following elements:

EAS databasestores information about all EAS processes, mailboxes or

file shares, messages or files etc.

EAS serverhandles the actual work (archiving, replacing objects with

stubs, restoring objects, etc.).

IIS serverhandles object retrieval requests from your client users.

Document storeacts a repository for archived content.

If you have EAS for Files, your environment also contains:

File sharesare network folders containing files (and subfolders) to be

archived.

If you have EAS for SharePoint, your environment also contains:


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Getting started

20 EAS for Exchange

SharePoint sitesare URLs that represent central Web-based

workspaces for information sharing and document collaboration. EAS for

SharePoint archives content in the scope of a SharePoint site.

SharePoint librariesare document or image libraries associated with

SharePoint sites. EAS can apply archiving rules to each library within a

SharePoint site.An EAS environment can have only one database but as many EAS servers,

IIS servers and document stores as required. The EAS environment can be

configured in clusters to serve geographically dispersed organizations.

Archiv ing pol ic ies

You can define an archive policy for each group of mailboxes, file shares, or

SharePoint libraries through the use of simple scripts called "formulas".

Formulas can also be applied to individual mailboxes, file shares, or

SharePoint libraries.

Tasks

Each unit of work is called a "task". Tasks can include archiving, restoring,

and replacing messages and files with stubs. At the time you create a task

you assign the mailboxes, file shares or SharePoint sites that the task will

address. For more information on tasks, see Configuring tasks(on page89).

Stubs

Most organizations choose to reduce the burden on their servers by

configuring EAS to replace archived items with shortcuts, referred to in thisguide as "stubs", which point to the original item in the archive. A stub may

display in an end-user environment an abbreviated version of the original

object. The user can click on the stub to retrieve the full version.

You can configure the amount of information displayed in the stub and you

can use formulas to specify how stubs are handled for a group, for an

individual, or for a file share. For more information on stubs, see Configuring

stubs(on page145).

Checkpointing

If you configure EAS to replace archived content with stubs or if you deletearchived content, you can use a technique called "checkpointing" to ensure

that the archived content has been backed up before proceeding. A

checkpoint specifies a waiting period to allow sufficient time for the scheduled

backup to take place. For more information on checkpoints, see Protecting

content with checkpoints(on page105).


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About file archiving

EAS for Exchange 21

About file archiving

EAS for Files can be used in conjunction with EAS mail archiving or it can be

deployed as a stand-alone solution.

An NTFS file system can be archived in the same way that EAS can archive amail server like Exchange or Lotus Domino. You can archive application files,

documents and hidden files (depending on permissions). As a rule, EAS can

archive anything that can be seen in Windows Explorer.

IMPORTANT!EAS is designed to archive working files and is not designed tobe used as backup software. Because EAS can replace files with stubs, it is

important that you take steps toensure that application and system filesare excluded from the stubbing process . For more information, see "Add a

directory policy to a folder" in the EAS for Files Administration Guide.

EAS follows the NT security associated with an archived file. All the properties

such as security are automatically copied and maintained in the EAS

database.

EAS for Files is included with the basic EAS installation but requires a valid

license before the functionality and interface is available.

Users can access archived files through an extension to the Windows

Explorer interface. Additionally, they can search archived files using the EAS

for Files Search client (Windows Startmenu Programs > ZANTAZ > EAS for

Files Search). Refer to the EAS for Files User Guidefor details on installation

and use of the EAS for Files client interface.

File archives can be managed with EAS Storage Manager using granularpolicy definitions to tertiary offline media. For more information, see the EAS

Storage Manager documentation.

About archiving content from a

SharePoint Portal Server

EAS for SharePoint lets you apply centrally managed policies for archiving

content on SharePoint Portal Servers. This can help optimize the performance

and stability of SharePoint services and preserve the information for

compliance and legal purposes.

For SharePoint users, accessing archived information is the same as

accessing non-archived content; users click a link or icon on a web page.

Similarly, searching for archived content is the same as searching for all other

documents on a SharePoint site.


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EAS for SharePoint can be used in conjunction with EAS mail and file

archiving or it can be deployed as a stand-alone solution.

Libraries within a SharePoint database are archived in the same way that

EAS archives a mail server like Exchange or Domino. You can archive any

type of document or image that can appear on SharePoint web pages.

EAS for SharePoint is included with the basic EAS installation but requires a

valid license before the functionality and interface are available.

Archived content in SharePoint can be managed with EAS Storage Manager

using granular policy definitions to tertiary offline media. For more information,

see the EAS Storage Manager documentation.

Overview of EAS administration

The work of an EAS administrator can be divided into deployment, monitoring

and maintenance, and occasional tasks.

Deployment

In a new installation of EAS, much of the administrative work involves

estimating the load on system resources, configuring the various servers and

then configuring the archive process (creating tasks and checkpoints and

assigning preferred document stores). Your authorized Autonomy enterprise

architect can assist you with this work.

For information on server configuration, see Manage servers(on page35). For

information on the archive process, see Configure the archive process(on

page81).

Monitoring and maintenance

The automation features of EAS allow you to configure the system so that it

requires a minimum of administrator intervention. However, you should be

prepared to do a certain amount of monitoring and maintenance. In most EASinstallations this work does not need to be done more than once a week, but

the actual frequency will depend on the size and complexity of your

environment. You should plan on performing the following tasks on a regular

basis:


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Overview of EAS administration

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Monitor the disk space available for your document stores.

Monitor manual checkpoints - This is not required if your environment only

uses automatic checkpoints. For more information on checkpoints, see

Protecting content with checkpoints(on page105).

Monitor your regular backups of document stores and the EAS database.

If you use a product such as EAS Storage Manager to handle the

migration of online to offline content, you should also back up your

document stores and database before moving any files.

Review the logs.

Other tasks

Manually enrol l new users

EAS is normally configured to automatically enroll new mailbox users, but

from time to time you may need to manually configure a mailbox or change

the enrollment configuration. For example, if your default group is

"RegularEmployees" and you have a second group called "Managers", you

may need to manually assign a new manager mailbox to the "Managers"

group or to configure an LDAP query so that managers assigned to a

"Managers" organizational unit in Active Directory are automatically assigned

to an EAS managers group.

Modify groups or group formulas

Occasionally there may be a mailbox that requires special handling (using a

custom formula) or you may need to add or edit groups. For more information

on users and groups, see Manage users(on page113).

Restore items

From time to time you may need to restore items that have been archived.

You can restore items from a document store to the original or an alternate

location. For example, you can restore messages or files to their original

location as part of a disaster recovery process. For more information, see

Manage archives(on page193).

Manage search indexes and their users

Add users to or remove them from a search index. Search indexes are

created by EAS Search and allow users to access archived content. Indexes

can be shared by multiple users. Depending on the EAS products you are

using, an index user may be a mailbox, a public folder, a file share, or a

SharePoint site. For more information, see Manage archives(on page193).


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Security and privacy

There are some settings selected during the installation process that can have

an impact on the security of the system.

Administrator level access

IMPORTANT!Upon installation, EAS allows full administrator-level accessfrom any NT account. It is very important that you change this setting to

restrict access to only those persons who require administrator privileges. For

more information, see "Managing administ rative accounts(on page117)".

HTTPS protocol

When you install the EAS IIS server, you can specify HTTPS as the protocol

to be used by client software when retrieving archived content (enable the

SSLoption). This is the recommended configuration if the archives are

accessed from outside the corporate firewall. For more information, see

"Install EAS IIS" in the EAS for Exchange Installation Guide.

Anonymous access in Exchange

You can configure EAS to allow certain users to search and retrieve the

archived content of other users. Autonomy recommends that this right belimited to persons and situations explicitly permitted by your corporate email

policies. Exchange also allows a user to designate mailbox folders that

anyone can access. By default, EAS is configured to respect those settings.

In other words, if a user has granted anonymous access to a folder, the

archived content of that folder is also searchable by other EAS users. For

more information, see "Controlling access to archived content(on page199)".

Anonymous access / Extended NT Account Sync

If the IIS server is set to allow anonymous access(see "Configure anonymousaccess to user mailboxes"on page203), retrieval requests from users are

authenticated using the Exchange Server. If anonymous access is disabled,

retrieval requests are authenticated using the NT permissions from Active

Directory. Also, note that if anonymous access in IIS is disabled, the

Extended NT Account Sync option in EAS must be enabled.

Precedence of permissions


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When using the Extended NT Account Sync option in EAS, it is important to

note that EAS considers Allow and Deny permissions. However, in doing so,

EAS may behave in more stringent manner than Microsoft's standard when

dealing with explicit and inherited permissions. In EAS, a Deny permission

always takes precedence over an Allow permission. However, this is not

always the case with NT permissions. There are scenarios in which ExplicitAllow can override an Inherited Deny. In such a case, Allow would take

precedence over Deny in NT (Explicit Allow is ranked higher in the permission

hierarchy than Inherited Deny). EAS does not factor in the permission

hierarchy due to the performance overhead and risks of being out of sync. As

a result, EAS always gives precedence to a Deny over an Allow permission.


The day-to-day administration of EAS is handled with the EAS Administratorclient. The EAS servers, document stores, tasks, and users can be managed

remotely using the client.

You can grant administrator privileges to multiple users. For more information

on administrator privileges, see Managing administ rative accounts(on page

117).

Note:You can also use EAS tabs in Active Directory for certain administrativetasks.

Start the EAS Server

From the Windows Start menu click Programs > ZANTAZ > EAS Server.

Note:For more information on starting, restarting and managing the EASServer, see Managing EAS servers(on page37).

Open EAS Administrator

From the Windows Start menu click Programs > ZANTAZ > EAS

Administrator.

Connect to the database

Click File > Connect to DB.


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Connect to the Exchange Server

Click File > Connect to Exchange Server.

Customize the EAS Administrator display

See multiple views at once

Arrange the EAS Administrator views as you like them, then save your layout.

1. Place one or more views by clicking the views buttons and clicking inside

the administrator window area.

2. Arrange the views.

3. On the toolbar, click Save Current Layoutand, in the Layout Name

dialog box, enter a name for this custom view.


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EAS for Exchange 27

Whenever you start EAS Administrator, you can recall the layout from the

drop-down list on the toolbar.

Create a tabbed view

You can create a tabbed view of the EAS views you want to use.

1. Double-click the title bar of a view window.

The window is renamed EAS Container and the view becomes a tab within

the container.

2. Place other views within the container by either

a) clicking a view button and clicking within the container window

or

b) dragging another view tab into the container window.

3. On the toolbar, click Save Current Layoutand, in the Layout Name

dialog box, enter a name for this custom view.


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Whenever you start EAS Administrator, you can recall the layout from the

drop-down list on the toolbar.

Configure licenses

EAS licensing is based on the number of units to be archived.

For EAS for Exchange and EAS for Lotus Notes, the archive units are

mailboxes and your organization must purchase as many client access

licenses as there are mailboxes to be archived. No additional licenses are

required to archive content of Exchange public folders.

For EAS for Files and EAS for SharePoint, an archive unit is 1 GB of data.

Your organization must purchase licenses totaling the number of gigabytes of

data you want to archive.

There are two types of licenses:

Evaluation: A 30-day trial key that lets you archive 500 mailboxes or up to

50 GB of data.

Full Production: No time limit.

Additional licenses can be added at any time. The procedures for adding andremoving licenses are the same for all license types.

Supply information to obtain license keys

Depending on the EAS products you have purchased, you need to provide the

following information to Autonomy or your authorized EAS representative to

obtain license keys.

EAS for Exchange

Provide Autonomy with name of your Exchange organization.

To display your organization name:

1. In EAS Administrator, click Settings > Licensing:

The License Administrator screen is displayed.

2. Click Get Org.


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Configure licenses

EAS for Exchange 29

The Exchange organization name is displayed.

EAS for Lotus Notes, EAS for Files, EAS for SharePoint

You must create an environment ID and send it to Autonomy. The

environment key is specific to your environment and cannot be transferred. If

you create a new environment, a new environment ID must be generated andnew license keys obtained from Autonomy.

To create an environment ID:

1. In EAS Administrator, click Settings > Options.

The EAS Options screen is displayed.

2. Click the Parent Specifictab.

3. In the Domain Namefield, enter the domain name.

4. Click OK.

5. Click Settings > Licensing.

6. Click Get Enviro ID.

The Environment ID is displayed.

Add a license key

After you have supplied the required information and received your EAS

license keys from Autonomy, enter the license information through EAS

Administrator to gain access to the licensed products.

To enter license details:

1. In EAS Administrator, click Settings > Licensing.

The License Administrator screen is displayed.

2. ClickAdd.

The License Properties screen is displayed.

3. Enter your license information as follows:


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Getting started

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License ID: Provided by Autonomy or by a certified EAS Solution

Provider/Distributor.

# Licenses: Enter the number of licenses purchased.

Expiry Date: Leave this field blank unless this is an evaluation copy.

Options: Enter the option string provided by Autonomy or by a certifiedEAS Solution Provider/Distributor.

CRC: License keys may be anywhere between 1 and 11 digits. If the

first character is a hyphen (-), it is important that this character is

entered as part of the CRC.

4. Click Update Status.

The status line message displays Valid License: EASVx(or other valid

license type). If the status displays Invalid l icense, check that the

information has been entered correctly.

5. Click OK.Tip:You can change licensing for your EAS Environment at any time usingthe License Administrator.

Select a license ID and click Properties to edit a license.

Select a license and click Removeto disable an EAS product.

Using EAS reportsEAS can generate a number of reports that can be useful in:

planning your EAS setup

refining your EAS setup

auditing use of EAS and archived content

Report types(on page30)provides a brief description of each of the reports.

Reports fonts can be configured(see "Configure the report font"on page32).

One report must be pre-configured before it can be generated. See Configure

the User Retrieval Audit report(on page32).

Report types

EAS provides the following reports:


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Using EAS reports

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Administrat ive Event Audit By Datepresents information about

administrative actions within the EAS environment, listed by date.

Administrat ive Event Audit by Userpresents information about

administrative actions within the EAS environment, listed by user name.

EAS for Files Storage by Dateprovides details on the names, numbers,

and size of files archived by EAS, listed by date.

EAS for Files Storage by Folderprovides details on the names,

numbers, and size of files archived by EAS, listed by folder.

Folder Usage Analysisprovides information on the size (in MB) of

messages stored in mail folders, listed by mailbox user.

Message Storage by Userpresents storage that is used by each mail

client user.

Message Storage by User by Referencepresents a calculation of the

storage space for a user based on the number of copies of messages as

well as the number of people who are receiving the message.

qestimate**presents a quick estimate of the maximum storage that would

need to be allocated to EAS not taking into consideration single-instance

storage.

Search Auditprovides details of searched items, listed by the user that

ran the search.

Single Instance Storage (SIS) Estimate**provides an estimate of the

amount of storage that could be saved through archiving only a single

instance of an item.

Storage Manager Audi tingpresents Storage Manager actions that have

taken place on objects managed by EAS. User Permissions**displays who has access to particular user

mailboxes. The permissions are explicitly granted through EAS or through

shared folders.

User Retrieval Auditprovides information about the number of retrievals

each day as well as details of items that were retrieved by particular users.

This report requires configuration. See Configure the User Retrieval Audit

report(on page32).

_sis_estimate**presents an estimate of EAS storage by year and month.

The figure presented represents the minimum amount of storage that will

be moved from Exchange and a maximum amount of content (beforecompression) that will be stored by EAS.

User Stats**presents a list, by user, of the number of stubs in each user's

mailbox, the total size of all the user's stubs (in KB), and the number of

corrupted messages*found for each user. Run the User Stats Summary

(on page96)task prior to requesting this report.


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Getting started

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*Number of corrupted messages is not reported (appears as 0) if the Ignore

Corrupt Messages(on page297)option is not enabled.

**This report is available only with EAS for Exchange.

Configure the ODBC source

Use the following procedure to specify the name of the ODBC connection

used to connect to the EAS database when you generate reports. You create

the ODBC connection when you configure the EAS database. For more

information, see the EAS for Exchange Installation Guide.

To configure the ODBC source:

1. Click Settings > Options.

2. Click the Viewtab.

3. In the Report ODBC Sourcefield, enter the ODBC Source (for example,

EAS).

4. Click OK.

You can now use the EAS database to generate reports.

Configure the report font

If the font used to display the list of mail folders (and message subjects) to be

restored is difficult to read, the font can be changed to a more readable one.

To change the font:

1. Click Settings > Options.

2. Click the Viewtab.

3. Click Choose Font Name & Script.

The Fontdialog box is displayed.

4. Select any font options and click OK.

5. Click OK.

The new font options are applied to the reports generated after thischange is made.

Configure the User Retrieval Audit report

The User Retrieval Audit Report provides information on what EAS users

have searched for in the EAS archive and what items were returned by their


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searches. This report has no content until it is configured using the following

procedure.

To configure the User Retrieval Audit report:

1. On the server on which the web server is installed, from the Windows

Start menu, click Run.2. In the Rundialog box, enter eas. i ni in the Open field and click OK.

The eas. i ni file is displayed.

3. In the eas. i ni file, search for [ FULLTEXT] .

4. Find Enabl eEASLoggi ng=0and set the value to 1.

Enabl eEASLoggi ng=1

Note: The eas. i ni file in older installations of EAS may not include the

EnableEASLogging parameter. In this case, you need to add it.

5. Save the file.

6. From Windows Start menu, click Run, enter i i s reset in the Open fieldand click OK.

All searches occurring after this configuration are captured in the report.

Generate a report

To generate a report:

In EAS Administrator, click Tools > Reports and select a report.

The report is generated and displayed.


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Chapter 2

Manage servers

In This Chapter

Introduction ...............................................................36

Managing EAS servers..............................................37

Monitoring EAS servers ............................................45

Optimizing server performance with clustering .........50

Managing mail servers ..............................................56Limiting the load on system resources ......................63

Configuring IIS Servers .............................................74

This chapter provides general information about configuring, monitoring and

managing EAS-related servers.

Important!EAS-related servers DiSH, content (IDOL server) and EASAdmin Server should be stopped prior to shutting down the machines on

which the EAS-related servers are running.

Several types of servers play a role in archiving content in the EAS for

Exchange environment:

EAS servers (also known as archiving servers)are responsible for

performing the archive job. EAS servers can also handle other tasks such

as stub removal, folder synchronization, and restoration of archived

content. The EAS Server client, EAS Administrator, is used to configure

the archiving environment. There may be several EAS servers in an EAS

environment, but only one is designated as the parent and it can delegate

work to child EAS servers. The parent EAS Server is responsible for

starting a job and it launches processes for itself or on child servers.

Web servers (EAS IIS servers)handle all end-user retrieval and search

requests. In EAS, IIS acts as a firewall between the end-user environment

and the database, document stores, and search catalogs. When an end-

user submits a request, IIS checks whether that user has permission to

access the requested archived content. After the retrieval request is

authenticated, IIS retrieves the content.

The Database serverstores information about the EAS configuration and

all EAS processes, content sources and archived content. It interacts with

the EAS Server to determine such things as whether an item should be


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archived or has already been archived and the target location for archiving

the item. There is only one database server in an EAS environment.

Depending on the installed products and options, your organization may also

have:

EAS IDOL serversrun on dedicated hardware and process IDX files

(created by the EAS Indexer) to create indexes of archived content. The

IDOL servers also communicate with EAS Search components on the

Web server, which enables IIS to query the search indexes in response to

search requests from users.

EAS Storage Manager serversare used to manage the movement of

archived content between online, near-line and offline storage for

purposes of satisfying regulatory and corporate requirements for retention

and policy-based purging of records; optimizing the use of storage

devices; managing the life-cycle of archived content; and enabling

administrators to delete archived content.

Archive source servers are the mail servers (EAS for Exchange andEAS for Lotus Notes), file servers (EAS for Files) and SharePoint Portal

servers (EAS for SharePoint) that are the source of the content that is

archived by EAS.

Introduction

This chapter provides general information about configuring, monitoring and

managing EAS-related servers.

Important!EAS-related servers DiSH, content (IDOL server) and EASAdmin Server should be stopped prior to shutting down the machines on

which the EAS-related servers are running.

Several types of servers play a role in archiving content in the EAS for

Exchange environment:

EAS servers (also known as archiving servers)are responsible for

performing the archive job. EAS servers can also handle other tasks such

as stub removal, folder synchronization, and restoration of archived

content. The EAS Server client, EAS Administrator, is used to configurethe archiving environment. There may be several EAS servers in an EAS

environment, but only one is designated as the parent and it can delegate

work to child EAS servers. The parent EAS Server is responsible for

starting a job and it launches processes for itself or on child servers.

Web servers (EAS IIS servers)handle all end-user retrieval and search

requests. In EAS, IIS acts as a firewall between the end-user environment

and the database, document stores, and search catalogs. When an end-


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user submits a request, IIS checks whether that user has permission to

access the requested archived content. After the retrieval request is

authenticated, IIS retrieves the content.

The Database serverstores information about the EAS configuration and

all EAS processes, content sources and archived content. It interacts with

the EAS Server to determine such things as whether an item should bearchived or has already been archived and the target location for archiving

the item. There is only one database server in an EAS environment.

Depending on the installed products and options, your organization may also

have:

EAS IDOL serversrun on dedicated hardware and process IDX files

(created by the EAS Indexer) to create indexes of archived content. The

IDOL servers also communicate with EAS Search components on the

Web server, which enables IIS to query the search indexes in response to

search requests from users.

EAS Storage Manager serversare used to manage the movement ofarchived content between online, near-line and offline storage for

purposes of satisfying regulatory and corporate requirements for retention

and policy-based purging of records; optimizing the use of storage

devices; managing the life-cycle of archived content; and enabling

administrators to delete archived content.

Archive source servers are the mail servers (EAS for Exchange and

EAS for Lotus Notes), file servers (EAS for Files) and SharePoint Portal

servers (EAS for SharePoint) that are the source of the content that is

archived by EAS.


Start an EAS server

You must start the EAS server before you can connect to it using EAS

Administrator.

To start the EAS server:

From the Windows Start menu, click Programs > ZANTAZ > EAS Server.

Note:An EAS Server can be run as a Windows service. For moreinformation, see Installing EAS as a service(on page43).

Whether the EAS server is running as an application or as a local or remote

service, you can start and stop it from EAS Administrator. For more

information, see Stop or restart an EAS server(on page38).


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Connect to servers

Without a connection to a server or the database, the functionality of EAS

Administrator is limited. For example, without a connection to the EAS server,

you can configure parts of your EAS environment but cannot run archivingtasks. Most EAS Administrator functionality requires a connection to the EAS

Database.

To connect or disconnect from servers and the database, click the status

messages at the bottom of the EAS Administrator window.

To connect to servers using menu options:

1. From the EAS Administrator menu, click File.2. Select one of the following menu options:

Connect to EAS server

Disconnect From EAS server

Connect to DBconnects to the EAS database

Disconnect from DBdisconnects from the EAS database

Connect to Exchange server

Disconnect from Exchange server

Stop or restart an EAS server

You can use EAS Administrator to stop, start, or restart a local or remote EAS

server or check the server's status. In many cases, changing an EAS

configuration option (for example, enabling advanced clustering or changing

the update interval for performance metrics) requires you to restart all EAS

servers before the change takes effect.

To start an EAS server from EAS Administrator (the server must be running as

a service):

1. Click Tools > EAS Server Administrator.

The EAS Server Administrator window is displayed.

2. Select a server from the list.

3. Click Properties .

4. Click the Current Statustab.


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EAS for Exchange 39

The status is displayed in the Statusfield (for example, Server runningor

Server running as a service).

5. Click one of the following buttons:

Update- To update the status of the server

Start- To start the server if the server was installed as a service

Stop- To stop the server

Restart- To stop and restart the server as it was previously running

(as a service or as an application)

Tip:You can also stop an EAS server from the Servers view. Click theAdd

an EAS Server view button to place the view window. In theServers\Processes list, select a server and click the Stopbutton.

Add an EAS server

EAS servers are added as part of the initial EAS installation (parent server),

and you can add additional servers to act as child servers, as required.

To add an archiving server to your EAS environment:


2. The EAS Server Administrator window is displayed.

3. ClickAdd.

The EAS Server Properties window is displayed.

4. Click the Properties tab and enter the following settings:

Parent- Enable this option if this is the parent server. Only one server

in an EAS environment can be designated as the parent.


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\\Domain\Machine Name- Enter the domain name and machine

name.

Network Address- Enter DNS name of the server. Click the Validate

button to verify the IP address of the DNS name in the Network

Address field.

Tip:If you leave the field blank and click Validate, a message displays the IP

address of the local host. You can copy this value from the clipboard into the field

by right-clicking and selecting Paste.

Protocol- Select your organizations network protocol from the drop-

down list. Most organizations use TCP IP. The network address must

conform to the standards of the protocol.

Authentication Level - Select your authentication level from the drop-

down list. The Authentication Level sets RPC encryption between EAS

servers and with the EAS Administrator.

Authentication level Comments

Default Uses the default authentication level.

None Some machines require authentication; if so, select

Default.

Connection Authentication Authenticates only when the client establishes a

relationship with a server.

Call Authentication (Data) Authenticates only at the beginning of each remote

procedure call when the server receives the

request.

Call Authentication

(Data Signed)

Authenticates and verifies that none of the data

transferred between client and server has been

modified.

Call Authentication (Data

Signed and Encrypted)

Includes all previous levels and ensures clear text

data can only be seen by the sender and receiver.

Num Processes- Specifies the maximum number of mailboxes, file

shares, or SharePoint sites that the server can process at the same

time. The value is specified when you install the server and cannot be

changed when one or more processes are running. To change the

setting when the server is processing, use a server view. For more

information, see Limit the number of concurrent processes on an EAS

server(on page73).

Enabled- If this option is disabled, the server does not perform any

EAS processing but is still part of the EAS environment.

Description- Enter an optional description of the server.

5. Click OK.


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EAS for Exchange 41

Remove an EAS server

If you no longer need to use an EAS server, use the following procedure to

remove it from the EAS environment. For example, you can remove a server

when the server hardware is being decommissioned or the server is notrequired to handle the current processing workload.

Autonomy recommends that you stop the server before removing it.

To remove an EAS server:



2. In the server list, select a server and click Remove.

3. In the Confirm Deletiondialog box, click Yes.

You can also stop the server from running EAS processes without removing it

from the EAS environment. For more information, see Disable processes

running on a server(on page43).

Edit the properties of an EAS server

Use the following procedure to change the properties of an EAS server. In

most cases, the properties you specified when the server was added are not

edited later.

To change the properties of an EAS server:

1. Click Tools> EAS Server Administrator.


2. In the server list, select a server and click Properties .

3. Change any settings and click OK.

For more information about the settings, seeAdd an EAS server(on page

39).

Assign a mail server to an EAS server

A mail server must be added to EAS before you can assign it to an EAS

server. The mail server associated with a user is automatically added to the

list of available mail servers when the user is added. If advanced clustering is

enabled, the mail server must also be in the same cluster as the EAS server.


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Rarely, a mail server must be added manually. For more information, see

Manually add a mail server (Advanced mode)(on page57).

To associate a Exchange mail server with an EAS server that is responsible

for archiving its messages:

1. Click Tools >EAS Server Adminis trator.


2. In the server list, select an EAS server and click Properties .

3. Click the Exchange Serverstab.

4. Drag a mail server from the Unused Exchange Serverslist to the Used

Exchange Serverslist.

When the Exchange mail server is added to the list of used servers, it has

priority 1 by default. If more than one mail server has the same priority,

EAS divides its processing resources equally among the mail servers. See

Specify archiving o rder(on page42)for information on assigning different

priorities for mail servers.

5. Click OKto save the changes and close the dialog box. If the EAS server

was running when you made a change, you must restart it before the

change takes effect.

Specify archiving order

An EAS server can archive content from several mail servers. Use this

procedure to specify the order (priority) in which an EAS server archives the

mail servers assigned to it. The mail servers with a higher priority (lower

number) are processed before lower priority ones (higher number).

If you assign mail servers the same priority, EAS distributes its task

processing resources equally among the mail servers. For examp

Documents

EAS 6[1].3 Exchange Admin