SourceOne Email Management Installation Guide
SourceOne Email ManagementVersion 7.2 SP9Installation GuideREV 01February 2020
Copyright 2005-2020 Dell Inc. or its subsidiaries All rights reserved.Dell believes the information in this publication is accurate as of its publication date. The information is subject to change without notice.THE INFORMATION IN THIS PUBLICATION IS PROVIDED “AS-IS.” DELL MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KINDWITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OFMERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. USE, COPYING, AND DISTRIBUTION OF ANY DELL SOFTWARE DESCRIBEDIN THIS PUBLICATION REQUIRES AN APPLICABLE SOFTWARE LICENSE.Dell Technologies, Dell, EMC, Dell EMC and other trademarks are trademarks of Dell Inc. or its subsidiaries. Other trademarks may be the propertyof their respective owners. Published in the USA.Dell EMCHopkinton, Massachusetts 01748-91031-508-435-1000 In North America 1-866-464-7381www.DellEMC.com2SourceOne Email Management Installation Guide
CONTENTSPrefaceChapter 19Introduction13Product overview. 14SourceOne Email Management.14Related products. 15System architecture. 18System components. 18Processing services. 19Databases.19Archives. 20Storage. 20Applications. 20Chapter 2Planning the Installation23Pre-deployment planning. 24Customer engagement.24Roles and resources. 24Analysis and design. 25Example configurations.25Information resources. 25Blueprints.25SourceOne example configurations.25Small-to-medium business configuration example.26Enterprise configuration example.29Sizing and scalability.31Performance metrics. 32High-availability.32Backup and restore. 32Disaster recovery. 32Chapter 3Pre-installation33Pre-installation checklist overview.34Creating accounts in Active Directory.35Assigning permissions. 39Common permissions assignment. 39Establishing system requirements.49Common computer requirements.50Email Management computer requirements. 58Chapter 4Important Installation Considerations61Common considerations (all products). 62Native Archive Index Work directory considerations. 62Hardware repurposing considerations . 62Important SQL Server considerations. 63Additional service accounts to support least privileges. 66SourceOne Email Management Installation Guide3
ContentsService account passwords.66Built in file level retention for NAS devices.67Email Management considerations. 67Service account mailbox restrictions and workaround.67Indexing support for embedded Exchange messages. 67Search service startup. 68Modifying the SourceOne Notes user account.68Microsoft Exchange.68TLS 1.2 support.68TLS 1.2 requirements. 68Update Microsoft SQL Server Native Access Client (SNAC).69Chapter 5Updating from a previous release of SourceOne75Updating the software. 76Important considerations. 76Updating Discovery Manager Full edition. 76Updating Discovery Manager Express edition. 76Supported update scenarios.76Preparing for the update.76Estimate database update time. 76Communicate update impact to users. 80Preparing systems for update. 80Updating the SourceOne databases. 81Database scripts. 81Update the Activity database.81Update the Archive database. 82Updating the Discovery Manager database (if used).83Updating SourceOne server and client software.85Guidelines. 85Procedure. 85Post-update tasks.86Modifying custom web.config files.86Reconfiguring Single Sign-on (SSO). 87Address cache rebuild. 87Resuming operations.87Archiving content to complete the update. 88Chapter 6Installing Common SourceOne Components89Pre-installation checklist.90Installing common SourceOne components. 91Installing databases using scripts.91Installing databases using the MSI installer. 93Configuring SQL permissions. 96Installing Master Services software. 99Installing the SourceOne Console application. 113Installing Worker Services software. 116Web Services software. 122Installing the SourceOne Search application. 127Installing Mobile Services software.132Installing Native Archive Services software. 136Maintaining the installation. 142Removing a component. 142Repairing a component. 1424SourceOne Email Management Installation Guide
ContentsChapter 7Centralized Installation and Upgrading Method: SourceOneComponents143About the Central Installation and Upgrade feature. 144Installing the SourceOne Management Agent.144Creating a shared repository for the SourceOne installation files. 144Downloading the agent software. 145Installing the Microsoft pstool software. 145Configuring installation settings.145Deploying the agent software. 147Installing the SourceOne software on new servers. 148Completing the pre-installation checklist.149Installing and deploying the SourceOne Agent software. 149Updating the SourceOne account information.149Initializing the installation.153Installing the SourceOne software to the shared repository. 154Starting the centralized SourceOne software installation process.155Upgrading the software by using the centralized method.156Completing the pre-installation checklist. 157Installing and deploying the SourceOne agent software. 158Installing the SourceOne software to the shared repository. 158Starting the centralized SourceOne software installation or upgradeprocess.159Completing the upgrade. 161Monitoring the SourceOne installation or upgrade.162Reviewing the status of the upgrade. 162Reviewing the status of the SourceOne server.163Reviewing the list of installed components. 165Reviewing the list of installed hotfixes.165Checking for file version mismatches. 166Chapter 8Installing Email Management Support169Pre-installation checklist. 170Installation overview.171Installing Email Management components for Exchange. 171Installing Extensions for OWA 2016. 171Installing Extensions for OWA 2007 or 2010 Support.174Installing Email Management components for Domino. 178IBM Domino support overview. 178Configuring administrator access to journaling databases. 180Installing Extensions for IBM Domino.180Installing the ONM Viewer software. 190Maintaining the installation.193Upgrading. 193Repairing a component. 193Removing a component. 194Chapter 9Installing Elasticsearch195Overview. 196Installing Elasticsearch .197Installing the Elasticsearch software.197Configuring Elasticsearch data nodes. 199Configuring the Elasticsearch master node.200Configuring the Elasticsearch query node .201Validating that the Elasticsearch Cluster has been correctly configured.204SourceOne Email Management Installation Guide5
ContentsValidating each data node in the Elasticsearch cluster. 204Validating the query node. 206Configuring the Elasticsearch software. 207Configuring archive folders to support Elasticsearch. 207Verifying index types.209Converting indexes from ISYS to Elasticsearch. 210Chapter 10Upgrading Elasticsearch213Reindex Elasticsearch 1.x indexes . 214Increase or decrease the reindexing limit . 215Upgrade the Elasticsearch cluster to version 2.4.4.215Reindex Elasticsearch 2.4.4 indexes . 216Increase or decrease the reindexing limit . 217Upgrade the Elasticsearch cluster to version 5.5.0.217Upgrading to Elasticsearch 6.6.0 from Elasticsearch 5.x. 218Reindex Elasticsearch 5.x indexes . 218Upgrade the Elasticsearch cluster to version 6.6.0.219Configuring the Elasticsearch master node.220Configuring the Elasticsearch query node .221Configuring Elasticsearch data nodes. 224Validating that the Elasticsearch Cluster has been correctly configured.225Validating each data node in the Elasticsearch cluster. 225Validating the query node.227Configuring the Elasticsearch software. 228Configuring archive folders to support Elasticsearch. 228Verifying index types.230Appendix ADomino Configuration and Administration233Journaling configuration and administration.234Journaling administration. 234SourceOne journaling considerations. 236Native Domino journaling considerations. 237Shortcutting configuration and administration. 239Shortcutting administration. 239Shortcutting considerations.241Historical archiving configuration and administration.241Appendix BSingle Sign-on Support Example (Windows)243Overview.244Example details. 244SourceOne Kazeon eDiscovery considerations.244Single sign-on in Windows Server. 245Configuring Web Services site (SearchWS).245Configuring the SourceOne Search site. 249Configuring Mobile Services site (ExShortcut). 250Restarting IIS.251Configuring IIS authentication. 251Configuring Internet Explorer.253Appendix CSingle Sign-on Support Example (Domino)255Overview. 256IBM SSO solution.256SourceOne Kazeon eDiscovery considerations.2566SourceOne Email Management Installation Guide
ContentsSingle sign-on in Windows. 257Enabling the DIIOP task on the Domino server. 257Installing the ExValidateLTPA web service. 257Configuring IIS websites in Windows. 261Configuring IIS authentication.266Appendix DShortcut and UDA Icon Support for Outlook269Overview.270Publishing Custom Exchange forms. 270Creating an Exchange Public Organizational Forms library.270Configuring permissions for the library. 271Replicating the forms library to other Exchange servers.271Reviewing the forms you can publish. 271Publishing forms to the library.272SourceOne Email Management Installation Guide7
Contents8SourceOne Email Management Installation Guide
PrefaceAs part of an effort to improve the product lines, revisions of the software and hardware areperiodically released. Therefore, some functions that are described in this document might not besupported by all versions of the software or hardware currently in use. The product release notesprovide the most up-to-date information on product features.Contact the technical support professional when a product does not function correctly or does notfunction as described in this document.Note: This document was accurate at publication time. To find the latest version of thisdocument, go to Online Support (https://support.EMC.com).PurposeThis document describes how to install SourceOne Email Management.AudienceThis document is part of the SourceOne Email Management documentation set, and is intended foruse by installers of the product, SourceOne system administrators, and mail server administrators.Revision historyThe following table presents the revision history of this document.Table 1 Revision historyRevisionDateDescription01February 3, 2020GA release of the SourceOneEmail Management 7.2 SP9Installation Guide.Related documentationThe SourceOne documentation set includes the following publications.SourceOne Products:lSourceOne Products Compatibility GuidelSourceOne Products Security Configuration GuideSourceOne Email Management:lSourceOne Email Management Installation GuidelSourceOne Email Management Administration GuidelSourceOne Email Management Release NoteslSourceOne Email Management Localized Product Release NoteslSourceOne Auditing and Reporting Installation and Administration GuidelSourceOne Management Pack for Microsoft System Center Operations Manager GuidelSourceOne Search User GuidelSourceOne Disaster Recovery Solution GuidelSourceOne 7.0 and later SNMP Trap Monitoring Solution Technical NotesSourceOne Discovery Manager:SourceOne Email Management Installation Guide9
PrefacelSourceOne Discovery Manager Installation and Administration GuidelSourceOne Discovery Manager Desktop User GuidelSourceOne Discovery Manager Web Application User GuidelSourceOne Discovery Manager Release NoteslSourceOne Discovery Manager Localized Product Release NoteslSourceOne Discovery Manager Desktop Quick Reference CardsSourceOne for File Systems:lSourceOne for File Systems Installation GuidelSourceOne for File Systems Administration GuidelSourceOne for File Systems Release NotesSourceOne Offline Access:lSourceOne Offline Access Installation and Administration GuidelSourceOne Offline Access User GuidelSourceOne Offline Access Release NotesSourceOne Archiving for Microsoft SharePoint:lSourceOne Archiving for Microsoft SharePoint Installation GuidelSourceOne Archiving for Microsoft SharePoint Administration GuidelSourceOne Archiving for Microsoft SharePoint Release NoteslSourceOne Archiving for Microsoft SharePoint Archive Search Quick Reference CardSourceOne for Microsoft SharePoint Storage Management:lSourceOne for Microsoft SharePoint Storage Management Installation GuidelSourceOne for Microsoft SharePoint Storage Management Administration GuidelSourceOne for Microsoft SharePoint Storage Management Release NotesSourceOne Email Supervisor:lSourceOne Email Supervisor Installation GuidelSourceOne Email Supervisor Administration GuidelSourceOne Email Supervisor Web Application (Reviewer and Reports) GuidelSourceOne Email Supervisor Release NotesSpecial notice conventions that are used in this documentThe following conventions are used for special notices:NOTICE Identifies content that warns of potential business or data loss.Note: Contains information that is incidental, but not essential, to the topic.Typographical conventionsThe following type style conventions are used in this document:Table 2 Style conventionsBold10Used for interface elements that a user specifically selects or clicks,for example, names of buttons, fields, tab names, and menu paths.SourceOne Email Management Installation Guide
PrefaceTable 2 Style conventions (continued)Also used for the name of a dialog box, page, pane, screen area withtitle, table label, and window.ItalicUsed for full titles of publications that are referenced in text.MonospaceUsed for:lSystem codelSystem output, such as an error message or scriptlPathnames, file names, file name extensions, prompts, andsyntaxlCommands and optionsMonospace italicUsed for variables.Monospace boldUsed for user input.[]Square brackets enclose optional values. Vertical line indicates alternate selections. The vertical line means orfor the alternate selections.{}Braces enclose content that the user must specify, such as x, y, or z.Ellipses indicate non-essential information that is omitted from theexample.You can use the following resources to find more information about this product, obtain support,and provide feedback.Where to find product /community.emc.comWhere to get supportThe Support website https://www.dell.com/support provides access to product licensing,documentation, advisories, downloads, and how-to and troubleshooting information. Theinformation can enable you to resolve a product issue before you contact Support.To access a product-specific page:1. Go to https://www.dell.com/support.2. In the search box, type a product name, and then from the list that appears, select theproduct.KnowledgebaseThe Knowledgebase contains applicable solutions that you can search for either by solutionnumber (for example, KB000xxxxxx) or by keyword.To search the Knowledgebase:1. Go to https://www.dell.com/support.2. On the Support tab, click Knowledge Base.3. In the search box, type either the solution number or keywords. Optionally, you can limit thesearch to specific products by typing a product name in the search box, and then selecting theproduct from the list that appears.SourceOne Email Management Installation Guide11
PrefaceLive chatTo participate in a live interactive chat with a support agent:1. Go to https://www.dell.com/support.2. On the Support tab, click Contact Support.3. On the Contact Information page, click the relevant support, and then proceed.Service requestsTo obtain in-depth help from Licensing, submit a service request. To submit a service request:1. Go to https://www.dell.com/support.2. On the Support tab, click Service Requests.Note: To create a service request, you must have a valid support agreement. For details abouteither an account or obtaining a valid support agreement, contact a sales representative. Tofind the details of a service request, in the Service Request Number field, type theservice request number, and then click the right arrow.To review an open service request:1. Go to https://www.dell.com/support.2. On the Support tab, click Service Requests.3. On the Service Requests page, under Manage Your Service Requests, click View All DellService Requests.Online communitiesFor peer contacts, conversations, and content on product support and solutions, go to theCommunity Network https://community.emc.com. Interactively engage with customers, partners,and certified professionals online.How to provide feedbackFeedback helps to improve the accuracy, organization, and overall quality of publications. You cansend feedback to DPAD.Doc.Feedback@emc.com.12SourceOne Email Management Installation Guide
CHAPTER 1IntroductionThis section contains the following topics:lllProduct overview.14System architecture. 18System components. 18SourceOne Email Management Installation Guide13
IntroductionProduct overviewSourceOne products comprise an enterprise solution which you can use to reduce the space that isrequired for email, file, and Microsoft SharePoint environments, and to aid in complying with legalrequirements for archiving content.SourceOne products archive, retain, and organize content from Microsoft Exchange, IBM LotusDomino, SMTP mail servers, Microsoft SharePoint, and network file servers. Archived content isstored in the Native Archive, and can be searched by administrators and end-users withappropriate permissions.SourceOne Email ManagementEmail Management is the base application or platform that is required for other SourceOneproducts.The other SourceOne products include the following:lSourceOne for Microsoft SharePointlSourceOne for Microsoft SharePoint Storage ManagementlSourceOne for File SystemslSourceOne Discovery ManagerlSourceOne Offline AccesslSourceOne Email SupervisorProviding core architectureThe Email Management product provides the core architecture to support other SourceOneproducts. This architecture includes the components to support the core processing services,databases, archives, storage, and applications that are needed for both the Email Managementproduct and other SourceOne products.Email Management featuresEmail Management supports the archiving of messaging content to enable companies to meetstorage management, compliance, and legal discovery requirements.The Email Management software helps to:lReduce the storage load on messaging servers while still providing users with seamless,efficient access to messages stored on lower-cost storage.lRetain messages for a specified time to meet mandated requirements such as the U.S.Securities and Exchange Commission (SEC) 17a-4 regulations, or to meet company-definedcompliance requirements.lPreserve messages that may be required for litigation to satisfy legal discovery requirements.lProvide advanced search capabilities that are designed for the discovery and management ofmessages for the purposes of complying with email regulations and policies.lEnable role-based searches of messaging archives to support administrative and end-userrequirements
Configuring Elasticsearch data nodes.199 Configuring the Elasticsearch master node.200 Configuring the Elasticsearch query node .201 Validating that the Elasticsearch
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Sprint Mobile Email 5 Configuring Additional Email Accounts on Sprint Mobile Email 1. Press Applications and select Sprint Mobile Email. 2. Select Account Manager. 3. Select Add AccountSelect an email provider from the list. (If your email provider is not liste d, see "Configuring Other Email Accounts on Sprint Mobile Email" on page 6). 4.
(Email 1) and move them further the Customer Journey from interest (Email 2) to action phase (Email 3). Details on slides that follow: 1. Marketing Objective & KPI 2. Email Series a. Creative Brief for Email 1 b. Creative Brief for Email 2 c. Creative Brief for Email 3 3. Calendar & Plan 4. Draft & Final Versions for Email 1 built in MailChimp 5.
Here's a quick way to navigate to each email. Just click the link to go to the day you are after. Email #1 Thursday, OCT 16th Email #2 Friday, OCT 17th Email #3 Monday, OCT 20th at 12:01 AM EST Email #4 Tuesday, OCT 21st Email #5 Thursday, OCT 23rd Email #6 Friday, OCT 24th Email #7 Saturday, OCT 25th Important: USE YOUR AFFILIATE LINK!
5.3. STAFInst Uninstall 6. Platform Installation Notes 6.1. Linux installation 6.2. AIX installation 6.3. HP-UX IA64 64-bit installation 6.4. IBM i 32-bit (previously known as i5/OS or OS/400) installation 6.5. z/OS installation 6.6. FreeBSD installation 6.7. Mac OS X installation 6.8. Solaris installation 7. Environment Variable Settings 7.1.
the Email Job, i.e. selecting the customer group that will receive an email. Note - Previously created emails may be deleted in iCare, which will also delete the email in ExactTarget, as long as the email is not linked to an Email Job. Once deleted, the email will no longer be visible in iCare or ExactTarget. If the email is linked to an Email .
Daimler AG GEMS FAQ: Email-Verification and Uniqueness 7 GEMS Email-Verification and Uniqueness FAQ -General (2/4) We only have one email for all/several users, what should we do? Please create separate email addresses for every employee. If your local policies allow, users can also use their private email addresses if they want. Can a user also use his private email address for his account?
The Excellence Builder is based on the more detailed Baldrige Excellence Framework and its Criteria for Performance Excellence. Leadership Strategy Customers Workforce RESULTS Measurement, Analysis, and Knowledge Management Integration C o r e Values an d C o n c e p t s Operations Organizational Profile Manufacturer Grew return on investment at a 23% compound annual rate; increased annual .
