Remote Installs - Windows Agents

Click on a link below to go to a specific section of the software installation:

Install Requirements
Use this procedure to remotely install components — See Support Information - Installation for a list of all of the components that support remote installs and can be installed using this procedure.

Remote installs allow you to install software on multiple Windows computers at the same time. When performing a remote installation or upgrade, the install program is launched on one computer in the network, referred to as the local computer, but the software is installed over the network to other selected computers, referred to as remote computers. The processor type need not be the same on the local and remote computers; software can be installed from either a 32-bit and 64-bit local computer to remote computers with any mix of 32-bit and 64-bit processors. However, remote install is not supported in the following environments:

  • To or from Clustered computers
  • Workgroup only environments
  • From a Windows 2000 32-bit to remote 64-bit computers.

Verify that the computers to which you wish to install the software satisfy the minimum requirements specified in System Requirements.

Review the following Install Requirements before installing the software:

General

  • Agents should be installed only after the CommServe and at least one MediaAgent have been. Also, keep in mind that the CommServe® software and MediaAgent must be installed and running (but not necessarily on the same computer), before you can install the Agent.
  • This software should be installed in a CommCell component with current versions of the CommServe Server and MediaAgent software.
  • 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.
  • Ensure there is an available license on the CommServe software for the Agent.
  • 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.

Firewall

  • If the CommServe® Server, MediaAgent and/or Clients communicate across two-way firewall(s):
    • Ensure port 8400 is allowed connections through the firewall.
    • In addition a range of bi-directional ports (consecutive or discrete) must also be allowed connections through the firewall.

     For information on configuring the range of ports, see Port Requirements for Two-way Firewall.

  • If the CommServe Server, MediaAgent and/or Clients communicate across one-way firewall(s):
    • Identify a range of outbound ports (consecutive or discrete) for use by the software.

     For information on configuring the range of ports, see Port Requirements for One-way Firewall.

  • If the MediaAgent/Client communicates with the CommServe Server across a one-way firewall, you must add the MediaAgent/Client host name (or the IP address) in the CommServe computer before installing the necessary software on the MediaAgent/Client computer.
  • For installation using the software installation disc, the local computer's disc drive must be shared and accessible by all the remote computers.
  • For an installation from a mapped network drive, all computers must be able to access the share that contains the install program.
  • The Task Scheduler Services must be installed and enabled on the local and remote computers and you must be able to schedule tasks.

Multi Instancing

  • You cannot perform this type of installation on a computer that already has Multiple Instances installed; the install will appear to complete, but will actually fail. Instead, perform a local install using the appropriate installation procedure. For more information, see Multi Instancing.

SRM

  • The CommServe and SRM Server must be installed in the same computer before installing the SRM Agents.

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:________________________________________________________________

See Select Components for Installation for more information.
2. If the CommServe Server and the client computer communicate across a firewall:

Firewall ports: ______________________________________________________________________

Hostnames and/or IP Addresses and corresponding GxCVD port numbers of computers on the other side of the firewall:______________

Keep Alive Interval minutes:____________________________________________________________

Hostname for outgoing tunnel connections:_________________________________________________

Tunnel Initialization Interval seconds:_____________________________________________________

See Firewall Configuration for more information.
3. CommServe Host Name or the CommServe IP address:______________________________________

See Configuration of Other Installation Options for more information.
4. (SharePoint Server iDataAgent only)

Administrative Group Account / iDataAgent Account:_________________________________________

Account Password:______________________________________________________________________

See SharePoint Administration Account for more information.
5. Data Classification Service Start Date and Time:___________________________________________

See Schedule Data Classification Service for more information.
6. Storage Policy used by the default subclient:________________________________________________

See Storage Policy Selection for more information.

7. Exchange Mailbox/Public Folder Archiver Agent and/or OWA Proxy Enabler selected to support Outlook Web Access (OWA):Outlook Web Access Alias:______________________________________________________________

See Exchange Mailbox/Public Folder Archiver and OWA Proxy Enabler Options for more information.
8. Exchange Archiver Agent selected to support DataArchiver WebProxy Agent for Exchange: URL and Port number for the WebProxy server:_______________________________________________

See DataArchiver WebProxy Agent Options for more information.
9. Remote access folders location:

UNC location of installation disc:__________________________________________________________

UNC path to store remote install output log files:______________________________________________

See Configure Advanced Settings for more information.

Before You Begin
  • One account must be used for the entire remote install.
  • This account needs to be a domain administrator. The domain administrator, by default, should have all the rights needed to perform the remote installation, including the right to schedule tasks for all remote client computers.
  • This domain administrator account needs to be in the local administrators group on all target remote machines.
  • This domain administrator account needs to be in the local administrators group on the machine from which the remote install is launched.
  • A Windows two-way trust must exist for all cross domain remote installs.
  • For a database Agent, you may be required or be given the option to shut down the instances/databases for the agent before or during the following procedure. See Shut Down Instances for more information.

Install Procedure

Getting Started
1. Place the software installation disc for the Windows platform into the disc drive.

After a few seconds, the installation program is launched.

If the installation program does not launch automatically:

  • Click the Start button on the Windows task bar, and then click Run.
  • Browse to the installation disc drive, select Setup.exe, click Open, then click OK.

NOTES

  • If you are installing on a x64 version of Windows 2008 Server Core R2, go to the AMD64 folder and run Setup.exe.
  
2. In this screen, you choose the language you want to use during installation. Click the down arrow, select the desired language from the pull-down list, and click Next to continue.  
3. Select the option to install software.

NOTES

  
4.

Select the option to install the software on a remote computer.

NOTES

  • The options in the installation menu depends on the computer in which the software is being installed, and may look different from the example shown.
  
5. Read the Welcome screen.

Click Next to continue, if no other applications are running.

  
6. Read the virus scanning software warning.

Click OK to continue, if virus scanning software is disabled.

  
7. Read the license agreement, then select I accept the terms in the license agreement.

Click Next to continue.

 
8. Select the type of install you want to perform.

For remote installs, select New Install.

For remote upgrades, select Upgrade.

Click Next to continue.

Select Components for Installation
9. Select the component(s) to install.

NOTES

  • Your screen may look different from the example shown.
  • Components that either have already been installed, or which cannot be installed, will be dimmed. Hover over the component for additional details.
  • The Special Registry Keys In Use field will be enabled when GalaxyInstallerFlags registry keys have been enabled on this computer. Hover over the field to see which keys have been set, as well as their values. For more information, see Registry Keys.

Click Next to continue.
10. Specify the location where you want to install the software.

NOTES

  • Do not install the software to a mapped network drive.
  • Do not use the following characters when specifying the destination path: / : * ? " < > |
  • It is recommended that you use alphanumeric characters only. If you intend to install other components on this computer, the selected installation directory will be automatically used for that software as well.

Click Next to continue.

Firewall Configuration
11. Select from the following:
  • If this Client communicates with the CommServe Server and/or MediaAgent across a firewall, select Yes, configure firewall services, and then click Next to continue. Proceed to the next Step.
  • If firewall configuration is not required, click No, do not configure firewall services and then click Next to continue. Proceed to the next section.

NOTES

  • Operating systems, such as Windows 2008 and Windows Vista, may have more than one profile present. When you select No to configure firewall services, verify that firewall settings are not enabled in the profile(s).
  • If the system detects firewall settings are present in the profile(s), you must select from the following:
    • Disable firewall for ALL profiles: Employ caution when choosing this option; firewall settings will be disabled in all profiles. This requires a system reboot; installation automatically resumes after reboot.
    • No, Firewall is not enabled: Select this option if your firewall settings allow communication with the CommServe computer.
      Click Back to configure firewall services.
12. Click the Specify list of machine across the firewall option and then specify the list of hosts separated from this computer by a firewall. Make sure you correctly describe whether the firewall allows two-way communication (but on a limited range of ports), or one-way communication (with either only remote host being able to make connections to this computer, or vice versa).

For all one-way firewalls allowing incoming connections and those one-way firewalls allowing outgoing connections without additional port filtering, skip this step.

Click Next to continue.

NOTES

  • Consider the following:
    • On the CommServe Server, this list should include all the MediaAgents and Clients that are on the other side of the firewall.
    • On the MediaAgents/Clients this should include the CommServe computer, and any other Clients/MediaAgents on the other side of the firewall with which communications will be established.
  • For each machine on the other side of the firewall that you want to configure, choose the type of firewall configuration based on the firewall setup in your environment. Choose from the following options:
    • Click on 2-way firewall if you can open certain ports as bi-directional ports.
    • Click 1-way firewall; host is reachable from this machine on the machine that is on the secure side of the firewall.
    • Click 1-way firewall; host is NOT reachable from this machine on the machine that is on the public / DMZ side of the firewall.
  • If you wish to communicate with computers in a clustered environment, ensure that you add the Host Name/IP Address of all physical nodes in the cluster (even if no CommCell components are installed) and all the virtual nodes in which CommCell components are installed.
  • Type the host name or the IP address and the GxCVD port number of the host name, and click Add to place it in the Host Name/IP Address List.
13. Click the Specify list of restricted open ports option and then specify the port range. Add the starting and ending port range and then click Add to place it in the Open Port List. Repeat as needed.

If firewall separating this computer from others allows incoming connections, but these connections can be made only on a limited set of ports, then configure the appropriate port range here. For all other scenarios, skip this step.

Note that if you do not specify hostname(s) as well as port number(s), then the firewall services will not be configured.

NOTES

  • Typically in a two-way firewall, the open ports must be indicated for all computers. In a one-way firewall, the ports must be specified on computers in the open side, if they are open in a restricted way. Note that the port ranges are not required for computers that are fully closed in the one-way firewall. For example, laptops which are configured as clients in the Workstation Backup Agent.
  • In a clustered environment, make sure the firewall ports specified here are open for communication on all the physical nodes as well as the virtual nodes.

Click Next to continue.
14. If desired, modify the Keep Alive interval.

Click Next to continue.
15. Optionally, select Advanced Firewall Configuration and specify a local host name interface to use for outgoing tunnel connections through the firewall. Otherwise, the interface and port is automatically selected for you by the OS.

Click Next to continue.
16. If desired, modify the Tunnel Initialization interval.

Click Next to continue.

Configuration of Other Installation Options
17. Enter the fully qualified domain name of the CommServe computer. (TCP/IP network name. e.g., computer.company.com)

NOTES

  • Do not use spaces when specifying a new name for the CommServe Host Name.
  • If a component has already been installed, this screen will not be displayed; instead, the installer will use the same Server Name as previously specified.

Click Next to continue.
18. Enter the username and password information for an external domain user account or a CommCell user account. This authorizes the installation of an agent on the CommCell.

NOTES

  • This window is only displayed when the Require Authentication for Agent Installation option is selected in the CommCell Properties. Users must belong to a User Group with Administrative Management capabilities to enable this feature. For more information, see Authentication for Agent Installs.

Click Next to continue.

Schedule Data Classification Service

This section is applicable if you are remotely installing Data Classification.

Skip to SharePoint Administration Account if you have not selected these components.
19. Specify when you prefer to start Data Classification Service.

NOTES

  • If this option is not selected, the Data Classification service will start scanning the system as soon as the installation is complete. This may cause increased I/O and CPU usage. Also, if there is activity on the system during the initial scan (e.g., keyboard use, mouse use), the initial scan will not run until 30 seconds after such activity stops.

    If this option is selected, you can schedule the service to start at a later date and time of your convenience and therefore avoid these issues. (Alternatively, you can avoid using the computer for some time depending on the amount of data in your system.)

Click Next to continue.

SharePoint Administration Account

This section is applicable if you are remotely installing SharePoint Server iDataAgent or SharePoint Archiver.

Skip to Storage Policy Selection if you have not selected these components.
20. Enter the User Name and Password for the SharePoint Administration Account.

Click Next to continue.

NOTES

  • During installation, the Base Services of the client are configured to run as the user account entered through this screen.

    The Base Services of the client will run under the user account that is specified. Use an account that meets this criteria:

    • member of the local Administrator Group
    • member of the SharePoint Administrator Group
    • System Administrator role on the SQL Server Instance

    In addition, this account must have "Log on as Service" permissions to ensure the Communication (CVD) Services will start. For more information on Base and Communication (CVD) Services, see Services.

    Refer to the Knowledge Base article, ID #10573, Galaxy Service Account User Information for Windows 2003 and Window Server 2003 clients available from the Maintenance Advantage web site.

  • When installing the SharePoint Server iDataAgent on a job server, the user account must have administrative privileges to the Single Sign-On Service.

Global Filters Selection
21. Select the necessary Global Filter option for the default subclient and Click Next to continue.

NOTES

  • Select Use Cell level Policy to inherit the global filter policy configuration set for the CommCell, i.e., if the Use Global Filters on All Subclients option is selected in the Global Filters dialog box (from the CommCell Console’s Control Panel), then this policy will be applied to the default subclient as well. If is not selected, then the global filters will not be applied to the default subclient.
  • Select Always use Global filters to apply the global filters policy to the default subclient regardless of the policy set for the CommCell.
  • Select Do not use Global filters to disregard applying the global filters to the default subclient regardless of the policy set for the CommCell.
Click Next to continue.

Storage Policy Selection
22. This screen will be displayed if you have selected an agent that uses a Storage Policy.

If you are installing only the MediaAgent software, skip to Client Group Selection.

Select the storage policy through which you want to back up/archive the indicated component (subclient, instance, etc.)

NOTES

  • A storage policy directs backup data to a media library. Each library has a default storage policy.
  • When you install an Agent, the install program creates a default subclient for most Agents.
  • If desired, you can change your storage policy selection at any time after you have installed the client software.
  • If applicable, enable Global Filters for the default subclient.
  • If this screen appears more than once, it is because you have selected multiple agents for installation and are configuring storage policy association for each of the installed agents.

Click Next to continue.

Client Group Selection
23. Select a Client Group from the list.

Click Next to continue.

NOTES

  • This screen will be displayed only if Client Groups are configured in the CommCell Console. For more information, see Client Computer Groups.

Workstation Backup Agent Options

This section is applicable if you are remotely installing the Replication Agent.

Skip to Exchange Mailbox/Public Folder Archiver and OWA Proxy Enabler Options if you have not selected any of these components.
24. Select the replication policy with which you want to create the Replication Set/Replication Pair(s) for data replication. Replication Policies applicable for your agent will be available for selection.

Click Next to continue.

Exchange Mailbox/Public Folder Archiver and OWA Proxy Enabler Options

This section is applicable if you are remotely installing the Exchange Mailbox Archiver Agent, Exchange Public Folder Archiver Agent and/or the OWA Proxy Enabler.

Skip to DataArchiver Outlook Add-In Options if you have not selected any of these components.
25. A dialog will ask you to enter an alias that you will use to connect to the system via your web browser, for the purpose of recovering archived messages from stubs using Outlook Web Access (OWA). Type in the desired alias, then click Next to continue.

DataArchiver Outlook Add-In Options

This section is applicable if you are remotely installing the DataArchiver Outlook Add-In.

Skip to DataArchiver WebProxy Agent Options if you have not selected this component.
26. Select the option to Disable Outlook's AutoArchive / Personal Storage features (if applicable), then click Next to continue.

NOTES

  • This option allows you to disable Outlook’s AutoArchive and Personal Storage features. It is recommended that you disable these features, otherwise messages that are archived into Personal Storage (.PST) files by Outlook will not be archived by the Exchange Mailbox Archiver Agent.
  • This option is only supported for use with the Exchange Mailbox Archiver Agent.
27. Select any of the following options:
  • Allow end-user to select/de-select messages for archival
    This option allows you to enable the ability of end-users to add or remove messages/items from the archive list. This option is enabled by default, and is only supported for use with the Exchange Mailbox Archiver Agent.
  • Prompt user before message recovery
    This option allows you to enable a confirmation prompt when recovering a message or item from Outlook.
  • Allow end-user to browse/search archived copies of their messages/folders
    This option allows you to enable the ability of end-users to browse and search for archived copies of their messages. This option is enabled by default, and is supported for use with the Exchange Mailbox Archiver Agent and the Exchange Compliance Archiver Agent. This option must be selected for Exchange Compliance Archiver to support Compliance Searches from Outlook Add-In.
  • Allow end-user to erase archived copies of their messages/folders
    This option allows you to enable the ability of end-users to erase archived copies of their messages and folders, provided that the Erase Data feature license is present on the CommServe. This option is only supported for use with the Exchange Mailbox Archiver Agent.
  • Allow local archival
    The option allows you to enable the Offline Archive feature so that full copies of archived messages or items are maintained in local cache on the Outlook client so that end-users can recover archived data even when not connected to the Exchange Server.

Click Next to continue.
28. Configure the default recovery mode.
  • Force Overwrite / Replace stub mode
    This option causes the system to overwrite the stub with a copy of the original message during a stub recovery.
  • Force Append / Save stub mode
    This option causes the system to append a copy of the original message to the same folder from which it was migrated and will not delete the stub.
  • Recover stubs from PST files to Recovered Items folder
    This option allows users to recover messages from stubs residing within archived PST files into the Recovered Items folder of their mailbox.

Click Next to continue.
29. Specify the Connection Type.

NOTES

  • Direct connectivity is the default method of communication to perform stub recovery.
  • The HTTPS connectivity option routes communications for stub recovery through an IIS server on which the DataArchiver WebProxy Agent for Exchange has been installed.
  • If you choose Direct Connectivity and later decide to switch to HTTPS connectivity, execute the regsvr32 DMProxyClient.dll command from the command line (located in the <software_installation_path>\Base folder) prior to performing the switch.

Click Next to continue.

If you select Direct connectivity, skip to Select Remote Computers and Configure Access Credentials.

DataArchiver WebProxy Agent Options

This section is applicable if you are remotely installing DataArchiver WebProxy Agent for Exchange.

Skip to Assign Required Privileges if you have not selected this component.
30. Specify the URL and Port number for the WebProxy server you have set up.

NOTES

Click Next to continue.

Assign Required Privileges
31. Click Yes to set up the required privileges for the local administrators group.

NOTES

  • This option will only appear if the Windows user account used to install the software does not have the required administrator rights (e.g., if the operating system was newly installed).
  • If you choose to click Yes, the install program will automatically assign the required rights to your account. You may be prompted to log off and log back on to continue the installation.
  • If you choose to click No, the installation will be aborted.
  • You will be prompted at the end of the installation to decide if you want these privileges to be revoked.
note.gif (292 bytes) The install program checks your Windows user account for the following necessary operating system rights:
  • Right to increase quotas (this is referred to as adjust memory quotas for a process on Windows Server 2003).
  • Right to act as a part of the operating system.
  • Right to replace a process level token.
31. Select the clients to be included in the Client Selection window. These clients will be marked as available for the remote install.

Click Next to continue.

Select Remote Computers and Configure Access Credentials
32. Select any number of clients in the Available clients list, then click the > button to move them to the Selected Clients list.

NOTES

  • The Available clients list includes all clients in the domain that are currently online and have the Windows operating system installed.
  • To install to computers within another domain, click Domain Select and browse for the desired domain. When you click OK, the install program imports a list of client computers within the selected domain that have the Windows operating system installed.
  • If you bring a computer online after you have selected a domain, you can manually add it to your selected clients list by entering the client name in the box next to the Add button, and clicking Add, or by reselecting the domain by clicking the Select button and choosing the domain. Note that refreshing the domain will clear any selections added to the Selected clients list.
  • The local computer does not appear on this list. You cannot perform a remote install to the local computer.

Click Next to continue.

Configure Advanced Settings
32. You can also specify remote computers by supplying a list of hostnames in an ASCII text file.
  • Click Browse and select a text file that contains a list of hostnames.
  • Click OK.

 

NOTES

Only one hostname should be specified per line in the ASCII text file.

33. Configure the remote access credentials, install source path and output log path.

NOTES

  • The username that will be used by the install program to login to the remote computers is displayed.

  • If you do not want to use the user, Cancel the upgrade, log out of the computer and then log back on and run the upgrade program using the desired username to perform the remote install/upgrade.

  • Remote Access Credentials
    • The setup program requests a confirmation of the administrator’s password to schedule tasks on remote computers. Provide the password for the displayed username.
  • Folder Locations

    All computers targeted for remote installation of the software must have access to the paths below:

    • Enter or browse to the UNC path that contains the install program.
    • Enter or browse to the UNC path of the directory in which you will store the remote installation logs.
  • Silent reboot of remote clients, if required
    • When selected, the install program will restart any remote computers that require a restart. When deselected, the install program is not permitted to restart the remote computers.
    • If a remote computer requires a restart (silent or manual), remote install for these computers must be run again after the restart for the installation to complete successfully.

Click Next to continue.

Verify Summary of Install Options
34. Verify the summary of selected options.

NOTES

  • The Summary on your screen should reflect the components you selected for install, and may look different from the example shown.

Click Next to continue or Back to change any of the options.

The install program now starts copying the software to the computer. This step may take several minutes to complete.

You have the option of configuring Advanced Settings before you click the Next button or during the install process.

If you have selected QSnap to be remotely installed, setup will ask to reboot the remote computer(s).

  • If you select Yes the remote computer will reboot.
  • If you select No the remote computer will not reboot, but you must reboot the computer at a later time to initialize the block-filter driver.
35. A progress screen displays during the install process. While monitoring the install process, you can also open the Advanced Settings screen and/or stop the install process.

Clicking the Stop button halts the install process, but does not uninstall clients already installed.

Configure Advanced Settings
36. Select any of the following options:
  • Number of simultaneous remote machines to run Setup
    This option allows you to select the number of remote clients that will install simultaneously. As this number increases, the overall time of install decreases. However, as more system resources are required, it must be balanced against server capabilities.
  • Time to wait for Setup to start on each remote machine
    This option allows you to set the number of minutes the system will wait for an initial response from a client before it skips the client and moves on to the next.
  • Time to wait for Setup to complete on each remote machine
    This option allows you to set the number of minutes the system will wait for install results from a remote client. After the allotted number of minutes has passed with no response, the system notes this delay in the summary screen. This does not necessarily indicate an install failure on the client, just that there was a measured delay in responding.

Click OK to continue.

Setup Complete
37. Click Close to continue.

NOTES

  • Schedules help ensure that the data protection operations for the Agent are automatically performed on a regular basis without user intervention. For more information, see Scheduling.
38. Click Yes to remove the privileges that were assigned earlier by the install program. If you do not wish to remove them, click No.

NOTES

  • This option will only be displayed if you were prompted to assign the privileges earlier in the installation.
39. Setup displays the successfully installed components.

NOTES

  • The Remote Install Results lists the successfully and unsuccessfully installed clients, and may look different from the example shown.
  • If any errors are reported in the Remote Install Results, more details can be found in the install log files. See Remote Install/Upgrade Error Messages for an explanation of any error messages you may encounter in the install logs.
  • If you install an Agent with the CommCell Console open, you need to refresh the CommCell Console (F5) to see the new Agents.

Click Finish to exit.

Post-Install Considerations

All Agents

  • Review the Post-Install Considerations specific to the components that were installed using this procedure. (See Installation for a list of all Install procedures.)

Remote Install

  • The Remote Install Output Log Files folder contains information that should be reviewed after performing a remote install/upgrade. The setup program stores configuration and output log files in this folder within the following subfolders:

    • RemoteInstallConfigs folder contains the configuration input provided during the install/upgrade.
    • RemoteInstallLogs folder contains subfolders for each remote client that is installed or upgraded.

    If the install/upgrade finished with any errors, the RemoteInstallLogs folder of the corresponding agent(s) will have a log file GalaxyInstallerLog.txt containing the error details. Note that the GalaxyInstallerLog.txt file will not be available if the install/upgrade was successful, or the remote install/upgrade process failed before connecting to the remote client.

  • See Remote Install/Upgrade Error Messages for an explanation of any error messages you may encounter in the install logs.