Remote Installs - MSI Packages Using SMS - DataArchiver Outlook Add-In


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Install Requirements

The DataArchiver Outlook Add-In is installed locally on an Outlook client, and is supported for use with the following agents:
  • Exchange Compliance Archiver Agent
  • Exchange Mailbox Archiver Agent
  • Exchange Public Folder Archiver Agent
  • Exchange Mailbox iDataAgent

A DataArchiver remote install requires that you use either SMS or Active Directory to push the installation out to remote clients. For Active Directory, see Remote Installs - MSI Packages Using Active Directory Group Policies for the step-by-step procedure. For SMS, you will need to set up a batch file that contains the install command string for the component and any desired override property parameters. Remote installs using SMS are run in silent mode, which requires you to specify the install options ahead of time by selecting the default or override property parameters and including them in the batch file. See Rules and Parameters for more information.

For SMS, once you have set up the batch file, it can be run as a scheduled task on remote machines. This procedure will show you how to set up the batch file for silent remote installs using SMS.

Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in:

The following procedure describes the steps involved in installing the DataArchiver Outlook Add-In. If you choose to install multiple components simultaneously, refer to the appropriate procedures for installation requirements and steps specific to the component. Also, keep in mind that when installing the Outlook Add-In for use only with the Exchange Compliance Archiver Agent or the Exchange Mailbox iDataAgent, certain tasks and steps in this procedure may not apply, as they are specific to migration archiving-related functions. For example, the OFL Configuration section can be skipped, and the normal defaults can be accepted on installation steps targeted only for DataArchiver or WebProxy settings.

In order to use the DataArchiver Outlook Add-In component, you must install one of the supported agents listed below. For procedures on installing these agents, see:

If you have a previous version of the DataArchiver Outlook Add-In installed on the computer and it is version 5.0.1 or earlier, then you must first uninstall it before installing the newer version. For version 6.1 or later, you have the option of either, first uninstalling the existing version before installing the newer version, or install the new version as an upgrade over the existing version.

To uninstall the DataArchiver Outlook Add-In set up a batch file that contains the following uninstall command and then run it as a scheduled task on remote Outlook clients:

For version 5.0.0
msiexec.exe /x {C242536A-610F-4652-B056-963FAACEEAD4} /qn /L*v "%TEMP%\Exchange_DM_Client_Uninstall.log"

For version 5.0.1
msiexec.exe /x {E4BE7BF3-8F92-4581-A90A-051507C98B96} /qn /L*v "%TEMP%\Exchange_DM_Client_Uninstall.log"

For version 6.1.0
msiexec.exe /x {4E283D71-097F-4857-A42C-34EC19678362} /qn /L*v "%TEMP%\Exchange_DM_Client_Uninstall.log"

Please contact your software vendor for ProductCode GUIDs for versions earlier or later than those listed above.

Note that the /L*v "%TEMP%\Exchange_DM_Client_Uninstall.log" portion of the above command line is optional and is only used for generating a detailed log file of the uninstallation process.

In the event that the uninstallation process does not complete successfully, add the following to the end of the above command, to bypass QUninstaller.exe, which may leave unused registry entries under "HKEY_LOCAL_MACHINE\SOFTWARE\CommVault Systems\...":

EXECUTEGALAXYUNINSTALLER="FALSE"

Review the following Install Requirements before installing the software:

General

  • This version of the software is intended to be installed in a CommCell where the CommServe and MediaAgent(s) version is 8.0.0.
  • Close all applications and disable any programs that run automatically, including anti-virus, screen savers and operating system utilities. Some of the programs, including many anti-virus programs, may be running as a service. Stop and disable such services before you begin. You can re-enable them after the installation.
  • Verify that you have the software installation disc that is appropriate to the destination computer’s operating system.
    Make sure that you have the latest software installation disc before you start to install the software. If you are not sure, contact your software provider.

Configure the Client for Java Updates During Installation

  • The client computer can be configured to automatically download Java updates from the CommCell Console during the software installation. To do so, create the sGUIUpdateURL registry key on each client computer prior to installing the software. This key should include the IIS web alias for the CommCell Console from which you wish to download updates. Once this key is created and the software is installed, the latest Java updates from the CommCell Console will be available on the client computer.

    Note that if you choose to select a CommCell Console installed on a computer other than the CommServe computer, you must configure the CommServe computer's CommCell Console to use the alternate computer for Java updates. See Configure an Alternate Computer for Add-In Java Updates for step-by-step instructions.

Rules and Parameters

Before setting up a batch file to be remote installed through SMS, review the rules and parameters listed below to specify the installation options:

Rules:

  • The syntax is PROPERTY="value".
  • The property names must consist of all uppercase letters.
  • The value part of the PROPERTY="value" pair is not case sensitive and should always be enclosed in double quotes.
  • The PROPERTY="value" pairs should not have any white space characters (spaces, tabs) on either side of the "=" character.
  • The PROPERTY="value" pairs should be placed at the end of the command line.
  • If more than one PROPERTY="value" pair is specified, each PROPERTY="value" pair should be separated by at least one space or tab character.

Override Property Parameters:

  • DESTINATION_PATH
    Overrides the default value used for the installation folder, which is <local path>\Program Files\<default software installation path>. Where <local_path> is set by Windows Installer to the path or drive letter containing the Program Files folder. Set this property to either a fully qualified directory or UNC path.
  • DISABLE_AUTO_ARCHIVE_PST
    Overrides the default value used to determine the enabling or disabling of Outlook's AutoArchive and Personal Storage features. Messages that are archived into Personal Storage (.pst) files will not be archived by the Exchange Mailbox Archiver Agent. The default setting of this option is "no", however it is recommended that this property be set to "yes" to disable Outlook's AutoArchive and Personal Storage features. Set this property to either "yes" or "no". This option is only supported for use with the Exchange Mailbox Archiver Agent.
    During the plug-in installation process, the option can be set to disable the use of AutoArchive and PST folders on that client machine. This option sets the disablePST key within the Microsoft Outlook client registry as per the guidance provided in "How to disable the AutoArchive feature and the Personal Folders file feature in Outlook" (http://support.microsoft.com/default.aspx?scid=kb;en-us;258277).
    When PST files are disabled, the user can still mount the existing PST files; however, the user cannot create new PST files under this scenario.
    If the organization plans to engage sharing between Outlook 2003/SharePoint 2003, disabling the PST can cause issues due to the use of a local PST file to support that relationship. See "Microsoft Outlook 2003 Integration with SharePoint Products and Technologies" (http://www.microsoft.com/technet/prodtechnol/sppt/reskit/c4061881x.mspx).
  • MESSAGE_RECOVERY_PROMPT
    Overrides the default value used to determine whether or not users will be prompted before message/item recovery. The default setting of this option is "no". Set this property to either "yes" or "no". This property can be enabled on the client by changing the value of the UIOptions registry key.
  • SELECTIVE_MESSAGE_ARCHIVING
    Overrides the default value used to determine whether or not users will be allowed to select/deselect messages or items for archiving. The default setting of this option is "yes". Set this property to either "yes" or "no". This property can be enabled on the client by changing the value of the UIOptions registry key.
  • RECOVERY_OPTION
    Overrides the default value for the recovery mode. Set this property to either "overwrite" or "append". The default setting of this option is "overwrite". If Overwrite mode is selected it will cause the stub to be overwritten with a copy of the original message during the recall process. That recalled item may then re-qualify for archiving at a future time based on the rules. If Append mode is selected the recalled message will be appended as a new copy to the folder location and the stub will be preserved. If the user deletes the message object they can also recall another copy if the stub still exists.
  • RECOVER_TO_RECOVERED_ITEMS_FOLDER
    Overrides the default value used to determine whether stubs from PST files are recovered to the "Recovered Items" folder. The default setting of this option is "yes".
  • CONNECTION_TYPE
    Overrides the default value for the connection type to communicate with Exchange. Set this property to either "direct" or "https". The default setting of this option is "direct". The "direct" connection type sets the RPC direct mode 8401 and 8402 ports. The "https" connection type is applicable only when the DataArchiver WebProxy Agent for Exchange is installed on an IIS server in the network.
    Also, the 'https" connection type sets the Add-In to support a new RPC over HTTP connection modes for Outlook 2003 to Exchange 2003 over port 443. The Windows .NET framework 1.1 must be loaded on the local client. The .NET Framework version 1.1 is a component of the Microsoft Windows operating system used to build and run Windows-based applications. To determine whether you have this component installed, navigate to and click the Add or Remove Programs icon and scroll through the list of applications. If you see Microsoft .Net Framework 1.1 listed, the latest version is already installed, and you need not install it again. See http://msdn.microsoft.com/netframework/downloads/framework1_1/#sectiondd.
  • CONNECTION_URL
    Specifies the URL to communicate with Exchange. This option is only used when CONNECTION_TYPE is set to "https". Default is <URL>/dmproxy. See Install the DataArchiver WebProxy Agent for Exchange for the appropriate installation procedure.
  • CONNECTION_PORT
    Overrides the default value for the port number used to communicate with Exchange. This option is only used when CONNECTION_TYPE is set to "https". The default setting of this option is 443.
    This port is required for the https or RPC/HTTP Outlook connection mode. Stub recovery is performed through a single, encrypted and authenticated SSL (Secure Sockets Layer) port.
  • SEARCH_ARCHIVED_MESSAGES
    Overrides the default value used to determine whether or not users will be allowed to browse and search archived copies of their messages and folders. The default setting of this option is "yes". This option is supported for use with the Exchange Mailbox Archiver Agent, Exchange Compliance Archiver Agent and the Exchange Mailbox iDataAgent; and must be set to "yes" for Exchange Compliance Archiver to support Compliance Searches from Outlook Add-In. This property can be enabled on the client by changing the value of the UIOptions registry key.
  • ERASE_ARCHIVED_MESSAGES
    Overrides the default value used to determine whether or not users will be allowed to erase archived copies of their messages and folders. The default setting of this option is "no". Keep in mind that an Erase Data feature license must be available in the CommServe if this property is set to "yes". This option is only supported for use with the Exchange Mailbox Archiver Agent. This property can be enabled on the client by changing the value of the UIOptions registry key.
  • EVMGRC_PORT
    Overrides the default value for the port number used to communicate with the Client Event Manager (EvMgrC) Service on the Exchange Server.
  • OFFLINE_ARCHIVE
    Overrides the default value used to determine whether or not users will be allowed to archive messages to a local PST file on their computer. The default setting of this option is "no". Set this property to either "yes" or "no".
  • OFFLINE_ARCHIVE_FREQUENCY
    Overrides the default value used to determine the interval of how often the Offline Archive job will execute, in terms of days. This option is only used when OFFLINE_ARCHIVE is set to "yes". Set this property to a number between 1 and 30. The default setting of this option is 1.
  • OFFLINE_ARCHIVE_RUNTIME
    Overrides the default value used to determine the time of day when the Offline Archive job will execute, in terms of whole hours. This option is only used when OFFLINE_ARCHIVE is set to "yes". Set this property to a number between 0 and 23. The default setting of this option is 20 (8:00PM +/- 1 hour).

Install Checklist

Collect the following information before installing the software. Use the space provided to record the information, and retain this information in your Disaster Recovery binder.
1. Install folder location:________________________________________________________________
2. Outlook's auto archive/personal storage features (Enabled or Disabled): ____________________
3. Allow end-user to select/de-select messages for archiving (Enabled or Disabled): ____________________

Prompt user before message recovery (Enabled or Disabled): ____________________

Allow end-user to browse/search archived copies of their messages/folders (Enabled or Disabled): ____________________

Allow end-user to erase archived copies of their messages/folders (Enabled or Disabled): ____________________

Allow end-user to offline archive local copies of archived messages/folders (Enabled or Disabled): __________________

4. Recovery Mode for stubs (Overwrite or Append): ____________________

Recover stubs from PST file to Recovered Items folder (Enabled or Disabled): ____________________

5. URL and Port number for the WebProxy server:_______________________________________________

Before You Begin

  • Log on to a workstation, as local Administrator or as a member of the Administrators group, that is connected to the Outlook clients to be remote installed.

Install Procedure

Getting Started

1. To perform a silent remote install through SMS, set up a batch file that contains the following command strings and any desired override property parameters:

"msiexec.exe" /qn /i "Exchange_DM_Client.msi" PROPERTY="value" /L*v "%TEMP%\Exchange_DM_Client_Install.log"

NOTES:

  • The /L*v "%TEMP%\Exchange_DM_Client_install.log" portion of the above command line is optional and is only used for generating a detailed log file of the installation process in the TEMP folder on the client computer.
  • Replace the PROPERTY="value" portion of the above command line with any desired override property parameters, if you plan on overriding one or more of the default values. See Rules and Parameters for more information.
2. From SMS, run the installation batch file you set up in the previous step. Once the installation has completed, continue on to Post-Install Considerations.

Post-Install Considerations

General

  • Install post-release updates or Service Packs that may have been released after the release of the software. If you are installing a Service Pack, verify and ensure that it is the same version as the one installed in the CommServe.

Outlook Add-In

  • After installing the DataArchiver Outlook Add-In, if you set up your install batch file to generate a log of the installation process, you may want to review the log now to make sure that the installs completed successfully.
  • Before using the DataArchiver Outlook Add-In, ensure that the Organizational Forms Library has been set up and configured for special forms. See OFL Configuration for more information.
  • Before using the Outlook Add-In, ensure that the port number used by the Client Event Manager Service is properly configured. Typically, the install program configures this automatically; however, when using custom port numbers you will need to make sure that the port number configured on the Exchange Server under the nEVMGRCPORT registry key matches the port number configured on the Outlook client under registry key nEvMgrCPortNumber. This requirement also applies to multi-instance installs, in which case, you will need to locate the nEVMGRCPORT registry key under the appropriate instance on the Exchange Server. For general information on port number requirements, see Network TCP Port Requirements.

  • You can configure the software to download Java updates periodically from the CommCell Console. See Configuring Java Updates for more information.