Install the 32-bit Exchange Agents on Exchange Server 2007/2010 or 64-bit Non-Exchange Server - Clustered Environment

The Exchange Agents are designed to protect an entire Exchange Server database. Follow the steps given below to install the 64-bit Exchange Agents on Exchange Server 2007/2010 or on Non-Exchange Server.

Where to Install

Related Topics
The Exchange Agents can be installed in one of two ways:
  • Directly onto the Exchange Server. This method is referred to as an on-host installation and is useful if you want to preserve hardware resources.
  • On a separate computer with connectivity to the Exchange Server. This method is referred to as an Non-Exchange Server installation and is useful if you want to offload the memory and processing resources required for backups and restores from the Exchange Server.

Make sure the computer satisfies the minimum requirements specified in the System Requirements.

Download Software Packages

Provides step-by-step procedure to download the latest packages for software install.

System Requirements

Verify that the computer in which you wish to install the software satisfies the System Requirements.

Firewall

Provides comprehensive information on firewall.

Prerequisites

The below mentioned prerequisites are for Mailbox Agents only. Ensure that you have the following:

For Exchange server 2010

To assign full access follow the steps given below:

Get-MailboxDatabase -server (server name) | Add-ADPermission -user "backup account" -ExtendedRights Receive-As

  Run the above PowerShell every time a new database is added.

For Exchange server 2007

Exchange Agents in x64 Clusters

When installing 32-bit agents on a x64 virtual server, the 32-bit File System iDataAgent must be installed on each physical node in the cluster prior to installing the 32-bit agents on the virtual server.

For example, to support a two-node cluster with one Exchange virtual server instance supporting both x64 and 32-bit Agents, a minimum of two installation instances (one 32-bit and one x64) are required on the virtual server and each physical node. This configuration will result in six client objects in the CommCell console; three x64 instances and three 32-bit instances.

The sample image shown on the right illustrates the required configuration for installing 32-bit Exchange Agents in an x64 cluster.

Install the Exchange Database iDataAgent

The Exchange Database iDataAgent must be installed first. Follow the steps described below to install Exchange Database iDataAgent.
1. Log on to the computer using an account with the following privileges:
  • Administrator of the local computer
  • Administrator of the Exchange Server
  
2. Run Setup.exe from Software Installation Package.  
3. Select the required language.

Click Next.
4. Select the option to Install Calypso on this 64-bit computer.

NOTES:

  • Your screen may look different from the example shown.
5. Click Next.
6. Click OK.
7. Select I accept the terms in the license agreement.

Click Next.
8. Select Configure a Virtual Server.

Click Next to continue.
9. Select the disk group in which the cluster group resides.

Click Next to continue.

10. Expand Client Modules | Exchange | File System and select Exchange Database iDataAgent.
11. If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next.

For firewall options and configuration instructions, see Firewall Configuration and continue with the installation.

If firewall configuration is not required, click Next.
12. Enter the fully qualified domain name of the CommServe Host Name.

Click Next.

  Do not use space and the following characters when specifying a new name for the CommServe Host Name:

\|`~!@#$%^&*()+=<>/?,[]{}:;'"
13. Click Next.
14. Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List.

Click Next.

  This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list.

It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time.
15. Click Next.

NOTES

  • It is recommended to select the Download latest update pack(s) option to automatically install the available updates during installation.
16. Verify the default location for software installation.

Click Browse to change the default location.

Click Next.
 
  • 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.
17. Select a Client Group from the list.

Click Next.
This screen will be displayed if Client Groups are configured in the CommCell Console.

18. Click Next.
19. Select a Storage Policy.

Click Next.
  If you do not have Storage Policy created, this message will be displayed.

Click OK.

  You can create the Storage Policy later in step 31.
20. Select the backup type for Exchange Database backups. Choose either of the following options, then click Next.
  • Differential - Specifies that each non-full Exchange Database backup secures all data that has changed since the last full backup. Transaction lobs are not purged.
  • Incremental - Specifies that each non-full Exchange Database backup secures only that data that has changed since the last backup of any type. Committed transaction logs are purged.
21. Enter the user credentials to access the Exchange Server to perform the backup operation.
 
  • The User Account must have Exchange Administrator privileges.
  • The installation detects the domain name. If necessary, you can modify the domain name by specifying Windows domain that the Exchange Server resides in.
22. Click Next.
23. The install program displays a reminder to verify that Circular Logging is disabled before performing any database backup operations. To verify that Circular Logging is disabled:
  • From Exchange System Manager, navigate to and expand the server that the Database iDataAgent is being installed on.
  • Verify that the Circular Logging check box has not been selected for each Storage Group. If Circular Logging has been enabled for a Storage Group, disable it at this time.

Click OK.

24. To install the software on the remaining nodes of the cluster, click Yes.

To complete the install for this node only, click No.
25. Select cluster nodes from the Preferred Nodes list and click the arrow button to move them to the Selected Nodes list.

Once you complete your selections, click Next.

 
  • The list of Preferred Nodes displays all the nodes found in the cluster; from this list you should only select cluster nodes configured to host this cluster group server.
  • Do not select nodes that already have multiple instances installed.
26. Specify User Name and Password for the Domain Administrator account Information to perform the remote install on the cluster nodes you selected in the previous step.

Click Next.
27. The progress of the remote install for the cluster nodes is displayed; the install can be interrupted if necessary.

Click Stop to prevent installation to any nodes after the current ones complete.

Click Advanced Settings to specify any of the following:

  • Maximum number of nodes on which Setup can run simultaneously.
  • Time allocated for Setup to begin executing on each node, after which the install attempt will fail.
  • Time allocated for Setup to complete on each node, after which the install attempt will fail.
  If, during the remote install of a cluster node, setup fails to complete or is interrupted, you must perform a local install on that node. When you do, the install begins from where it left off, or from the beginning if necessary. For procedures, see Manually Installing the Software on a Passive Node.
28. Read the summary for remote installation to verify that all selected nodes were installed successfully.

Click Next.

 
  • If any node installation fails, you must manually install the software on that node once the current installation is complete. See Manually Installing the Software on a Passive Node for step-by-step instructions.
  • The message displayed on your screen will reflect the status of the selected nodes, and may look different from the example.
29. Click Next.
30. Click Finish.
If you already have a storage policy selected in step 19, Click button available at the bottom of the page to proceed to the Configuration section.

If you do not have Storage Policy created, continue with the following step.

  
31. Create a Storage Policy:
  1. From the CommCell Browser, navigate to Policies.
  2. Right-click the Storage Policies and then click New Storage Policy.
  3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below:
    • Select the Storage Policy type as Data Protection and Archiving and click Next.
    • Enter the name in the Storage Policy Name box and click Next.
    • From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next.

      Ensure that you select a library attached to a MediaAgent operating in the current release.

    • From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next.
    • For the device streams and the retention criteria information, click Next to accept default values.
    • Select Yes to enable deduplication for the primary copy.
    • From the MediaAgent list, click the name of the MediaAgent that will be used to store the Deduplication store.

      Type the name of the folder in which the deduplication database must be located in the Deduplication Store Location or click the Browse button to select the folder and then click Next.

    • Review the details and click Finish to create the Storage Policy.
32.

Enable the following registry key to create job specific profiles:

  • From the CommCell Browser, navigate to Client Computers.
  • Right-click the <Client> in which you want to add the registry key, and then click Properties.
  • Click the Registry Key Settings tab.
  • Click Add.
  • Enter CreateProcessSpecificProfile in the Name field.
  • Enter MSExchangeMBAgent in the Location field. (For Exchange Mailbox iDataAgent).

    Enter MSExchangeDMAgent in the Location field. (For Exchange Mailbox iDataAgent).

  • Enter REG_DWORD in the Type filed.
  • Enter 1 to enable and 0 to disable the key in the Value field.
  • Click OK.

 

  

Install the Exchange Agents

The Windows File System iDataAgent must be first installed onto all of the physical nodes of the cluster. See Install the Microsoft Windows File System iDataAgent if you have not installed it on all of the physical nodes.

Once it has been installed onto the physical nodes, the Exchange Agents (such as Exchange Mailbox iDataAgent, Exchange Public Folder iDataAgent, Exchange Mailbox Archiver and/or Exchange Public Folder Archiver) and Windows File System iDataAgent can be installed from the active node to the virtual server using the following steps described below to install Exchange Agents.

The software can also be automatically installed on all available passive nodes when the software is installed onto the virtual server, or you can choose to install any passive node(s) separately.

Create the Registry Keys

Before installing the Exchange Agents, create the bAllowMultiInstances and bAllow32BitInstallOn64Bit registry keys.

1. Create the bAllowMultiInstances registry key. To create the registry key, see the following steps:
  1. Start the Registry Editor (Regedit.exe or Redegt32.exe)
  2. Locate the directory under which you want to create a key, e.g., HKEY_LOCAL_MACHINE\SOFTWARE\.
  3. Right click the SOFTWARE and click New -> Key.
  4. Name the key as GalaxyInstallerFlags.
  5. Right click the GalaxyInstallerFlags and select New -> DWORD value, name it as bAllowMultiInstances and by double clicking the bAllowMultiInstances key modify the Value data to 1.
2. Create the bAllow32BitInstallOn64Bit registry key. To create the registry key, see the following steps:
  1. Start the Registry Editor (Regedit.exe or Regedit32.exe)
  2. Locate the directory under which you want to create a key, e.g., HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node.
  3. Right click the SOFTWARE and click New -> Key.
  4. Name the key as GalaxyInstallerFlags.
  5. Right click the GalaxyInstallerFlags and select New -> DWORD value, name it as bAllow32BitInstallOn64Bit and by double clicking the bAllow32BitInstallOn64Bit key modify the Value data to 1.

Install Procedure

1. Log on to the computer using an account with the following privileges:
  • Administrator of the local computer
  • Administrator of the Exchange Server
  
2. Run Setup.exe from Software Installation Package.  
3. Select the required language.

Click Next.
4. Select the  Calypso 32-bit Software install options to install software.

NOTES
5. Click Next.
6. Click OK.
7. Select I accept the terms in the license agreement.

Click Next.
8. Select Create a new instance option to install the Exchange Agents on separate instance.

NOTES

  • This screen will appear when the bAllowMultiInstances registry key has enabled on this computer.
  • This screen will not appear if no other software components are installed on the computer.
9. Select Configure a Virtual Server.

Click Next to continue.
10. Select the disk group in which the cluster group resides.

Click Next to continue.

11. To install the Exchange iDataAgents expand Client Modules | Exchange, and select one or more of the following:
  • Exchange Mailbox iDataAgent
  • Exchange Public Folder iDataAgent

To install the Exchange Archiver Agents, expand Client Modules | Archive Management, and select one or more of the following:

  • Exchange Compliance Archiver
  • Exchange Mailbox Archiver Agent
  • Exchange Public Folder Archiver Agent

Click Next.

  Note that the Exchange Database iDataAgents must be installed on the Exchange Server, see Install the Exchange Database iDataAgent for step-by-step procedure.
12. If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next.

For firewall options and configuration instructions, see Firewall Configuration and continue with the installation.

If firewall configuration is not required, click Next.
13. Enter the fully qualified domain name of the CommServe Host Name.

Click Next.

  Do not use space and the following characters when specifying a new name for the CommServe Host Name:

\|`~!@#$%^&*()+=<>/?,[]{}:;'"
14. Click Next.
  If there is any other instance installed on the computer, make sure that the host name does not match the client name entered in the Select a client name field in the previous instance.
15. Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List.

Click Next.

  This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list.

It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time.
16. Click Next.
17. Verify the default location for software installation.

Click Browse to change the default location.

Click Next.
 
  • 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.
18. Select a Client Group from the list.

Click Next.
This screen will be displayed if Client Groups are configured in the CommCell Console.

19. Click Next.
20. Select a Storage Policy.

Click Next.
  If you do not have Storage Policy created, this message will be displayed.

Click OK.

  You can create the Storage Policy later in step 31.
21. Select Exchange Server Name and Exchange Server Version from drop-down list.

Click Next.

  This screen will appear when you are installing Exchange Agents on Non-Exchange Server.
22. Click Next.
23. Enter the following Exchange Administrator information then click Next.
  • Account Name - Domain user account created with the exchange server administrator permissions. Do not include the domain name here.
  • Account Password - The password assigned to the domain user.
  • Mailbox Name for this Account - Mailbox associated with the user above.
  • Profile Name - Specify profile name to be created during agent install. This profile is associated with the domain user's mailbox.
  • Exchange Server Name - Name of the Exchange Server that the agent will communicate with for data protection and recovery operations.

    For Exchange Server 2010, enter the Client Access Role. After installation configure the roles as described in Configure Mailboxes in Database Availability Group (DAG) Servers.

  • Domain - The installation detects and enters a domain name. If necessary, modify the domain name by specifying Windows domain that the Exchange Server resides in.
24. To install the software on the remaining nodes of the cluster, click Yes.

To complete the install for this node only, click No.
25. Select cluster nodes from the Preferred Nodes list and click the arrow button to move them to the Selected Nodes list.

Once you complete your selections, click Next.

 
  • The list of Preferred Nodes displays all the nodes found in the cluster; from this list you should only select cluster nodes configured to host this cluster group server.
  • Do not select nodes that already have multiple instances installed.
26. Specify User Name and Password for the Domain Administrator account Information to perform the remote install on the cluster nodes you selected in the previous step.

Click Next.
27. The progress of the remote install for the cluster nodes is displayed; the install can be interrupted if necessary.

Click Stop to prevent installation to any nodes after the current ones complete.

Click Advanced Settings to specify any of the following:

  • Maximum number of nodes on which Setup can run simultaneously.
  • Time allocated for Setup to begin executing on each node, after which the install attempt will fail.
  • Time allocated for Setup to complete on each node, after which the install attempt will fail.
  If, during the remote install of a cluster node, setup fails to complete or is interrupted, you must perform a local install on that node. When you do, the install begins from where it left off, or from the beginning if necessary. For procedures, see Manually Installing the Software on a Passive Node.
28. Read the summary for remote installation to verify that all selected nodes were installed successfully.

Click Next.

 
  • If any node installation fails, you must manually install the software on that node once the current installation is complete. See Manually Installing the Software on a Passive Node for step-by-step instructions.
  • The message displayed on your screen will reflect the status of the selected nodes, and may look different from the example.
29. Click Next.
30. Click Finish.
If you already have a storage policy selected in step 20, Click button available at the bottom of the page to proceed to the Configuration section.

If you do not have Storage Policy created, continue with the following step.

  
31. Create a Storage Policy:
  1. From the CommCell Browser, navigate to Policies.
  2. Right-click the Storage Policies and then click New Storage Policy.
  3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below:
    • Select the Storage Policy type as Data Protection and Archiving and click Next.
    • Enter the name in the Storage Policy Name box and click Next.
    • From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next.

      Ensure that you select a library attached to a MediaAgent operating in the current release.

    • From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next.
    • For the device streams and the retention criteria information, click Next to accept default values.
    • Select Yes to enable deduplication for the primary copy.
    • From the MediaAgent list, click the name of the MediaAgent that will be used to store the Deduplication store.

      Type the name of the folder in which the deduplication database must be located in the Deduplication Store Location or click the Browse button to select the folder and then click Next.

    • Review the details and click Finish to create the Storage Policy.
32.

Enable the following registry key to create job specific profiles:

  • From the CommCell Browser, navigate to Client Computers.
  • Right-click the <Client> in which you want to add the registry key, and then click Properties.
  • Click the Registry Key Settings tab.
  • Click Add.
  • Enter CreateProcessSpecificProfile in the Name field.
  • Enter MSExchangeMBAgent in the Location field. (For Exchange Mailbox iDataAgent).

    Enter MSExchangeDMAgent in the Location field. (For Exchange Mailbox iDataAgent).

  • Enter REG_DWORD in the Type filed.
  • Enter 1 to enable and 0 to disable the key in the Value field.
  • Click OK.