EMC IS1200 Configuration Manual

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Title Page
IS1200
Microsoft Exchange Server Connector
User and Configuration Guide
Version 4.3.4
Last updated April 30, 2010
EMC Part Number 300-010-774 A02
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Copyright Information
Kazeon Systems
1161 San Antonio Road
Mountain View, CA 94043
on 4.3.4, 2010
Versi
pyright © 2010 Kazeon Systems, Inc. All Rights Reserved.
Co
This notice is intended as a precaution against inadvertent publication and does not imply any waiver of confidentiality. Information in this document is subject to change without notice. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage or retrieval systems, for any purpose without the express written permission of Kazeon Systems.
The software described in this document is furnished under a license agreement or nondisclosure agreement. It is against the law to copy the software onto any medium except as specifically allowed in the license or nondisclosure agreement.
is the trademark of Kazeon Systems, Inc. All other trademarks and copyrights referred to are the property
Kazeon of their respective owners.
The text and drawings set forth in this document are the exclusive property of Kazeon Systems. Unless otherwise noted, all names of companies, products, street addresses, and persons contained in the scenarios are designed solely to document the use of Kazeon System products.
The Kazeon Information Server software is based in part on software licenses from the following:
Outside In® Content Access © 1991-2010, Chicago, Inc. The software is based in part on the work of the Independent JPEG Group. Code from Inxight Software, Inc. Copyright © 1996-2010. All rights reserved. www.inxight.com. Certain icons used by the Kazeon Web applications come from the Silk Icon set
(http://www.famfamfam.com/lab/icons/silk/) licensed under the Creative Commons Attribution 2.5 license (http://creativecommons.org/licenses/by/2.5/).
Last updated February, 2010
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Table of Contents
Title Page.............................................................................................................. i
Preface ................................................................................................................ v
Audience....................................................................................................................................................v
Related Documentation .............................................................................................................................v
Customer Support......................................................................................................................................v
Chapter 1: Introduction ..................................................................................... 1
About the Kazeon Information Server ......................................................................................................1
Extending Server Functionality.................................................................................................................1
Microsoft Exchange Server Background................................................................................................... 1
Exchange Server Implementation Overview.............................................................................................2
Exchange Server Implementation In New Installations.....................................................................2
MS Exchange Server Implementation In Existing Installations ........................................................2
Chapter 2: Establishing Communications Between Exchange and IS1200 .5
Deployment Configurations ......................................................................................................................5
Deployment Hardware and Software Requirements.................................................................................7
Exchange Server Connector Installation Procedures ................................................................................7
Installation Overview.........................................................................................................................8
Creating the IS1200 Service Account on the AD Server...................................................................9
Configuring the Exchange Server ....................................................................................................10
Configuring a 2003 Server........................................................................................................10
Configuring a 2007 Server........................................................................................................14
Installing and Configuring the KES Platform..................................................................................15
Configuring the KES Server to Use the Service Account to Access the Exchange Server.............16
Testing the KES Server Configuration.............................................................................................19
Testing the IS1200 Connection to the KES Server ..........................................................................21
Chapter 3: Registering Exchange Servers .................................................... 23
Registering Metadata Repositories for Exchange Servers ......................................................................23
Registering an Exchange Server with the IS1200 ...................................................................................23
Chapter 4: Workflow Changes for Exchange Servers .................................. 27
Classifying Exchange Servers.................................................................................................................28
Increasing Classification Performance for PSTs ..............................................................................29
Searching and Reporting on Exchange Servers.......................................................................................29
Applying Actionable Services to Exchange Server Search or Report Results........................................30
Index .................................................................................................................. 31
Glossary ............................................................................................................ 35
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Contents
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Preface
The EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector
User Guide describes how to configure an IS1200 to use the optional Kazeon
Microsoft Exchange Server Connector module. The IS1200-SA and IS1200-FRM do
not support the Kazeon Exchange Connector.
To use the Exchange Connector module the appropriate optional add-on module
licence must first be purchased and installed.
Audience
This guide is intended for Administrators, Business Analysts, and Complian ce Auditors.
Related Documentation
IS1200 Installation and Quick Start Guide - provides a quick introduction to
installing, configuring, and using the IS1200.
IS1200 Web-Admin User and Configuration Guide- describes how to use Web-Admin
to setup and manage the IS1200.
IS1200 Web-Search User Guide- describes how to use Web-Search to perform basic
and advanced search.
IS1200 Web-Reports User Guide- describes how to use Web- Reports to perform basic
and advanced reports.
IS1200 eDiscovery Case Manager Administrator’s Guide- for legal representatives, a
primer of all the web-based Interfaces above for performing eDiscovery.
IS1200 Command Line Interface Reference Guide - describes the IS1200 Command
Line Interface.
Customer Support
You can contact Kazeon with questions or comments at support@kazeon.com, or call
1-877-kazeon1.
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Preface
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Chapter 1:
Introduction
The guide is provided as a companion to the Kazeon Information Server-ECS IS1200
User and Configuration Guide. The Kazeon Information Server-ECS IS1200 User and
Configuration Guide should be read first as it contains most of the basic IS1200 server
setup and maintenance information on which this guide builds.
About the Kazeon Information Server
The Kazeon Information Servers are integrated hardware and software systems that
provide information management solutions enabling organizations to efficiently and
cost effectively classify, manage, and retrieve data. They provide consistent
information visibility and control across distributed files, minimize the risk of un-
managed files, integrate seemlessly with existing infrastructure, and scale to support
billions of files for searching, reporting, backup search and recovery, and file
migration and archiving.
Extending Server Functionality
The Kazeon Information Server’s standard functionality can be expanded with
optional add-on modules like the Connector for Microsoft Exchange Server. The
Exchange Connector module requires an additional license for the Kazeon
Information Server and allows the IS1200 to perform crawls of Microsoft Exchange
Servers as well as searches, reports, and applying Actionable Services.
Microsoft Exchange Server Background
The Microsoft Exchange Server is a messaging and collaborative software server
system from Microsoft. As part of the Microsoft line of server products, it is widely
used by corporations using Microsoft solutions. Exchange offers electronic mail,
calendaring, contacts and tasks, and support for mobile and web-based access to
information, including and supporting data storage.
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Chapter 1: Introduction
Kazeon's Exchange Server Connector (Exchange Connector) enables the following email capabilities:
z Classification and indexing of email and attachments located on registered
Microsoft Exchange servers, including calendars, contacts, and notes.
z Performing searches and reports on Exchange Servers z Applying Actionable Services to emails and attachments found as search or report
results
Kazeon's Exchange Server Connector does not provide classification or indexing services on the following:
z Shared/Public folders
Exchange Server Implementation Overview
Exchange Server Integration is available only on the ECS version of the Kazeon Information Server. Exchange Server Integration may be included in a new Kazeon Information Server IS1200-ECS installation, or added to an existing ECS installation (ECS versions 3.0.3 or better).
If the Exchange Connector optional module was ordered along with the original Kazeon Information Server purchase, the appropriate optional module license was automatically included in the server master license and is routinely installed along with the server license. If the Exchange Connector module was purchased after the original installation, the Exchange Connector module license must be added to the installation before module configuration can occur. See the Installing License Keys chapter of the Kazeon Information Server IS1200 User and Configuration Guide for details on obtaining and installing optional modules licenses for existing installations.
Exchange Server Implementation In New Installations
The Exchange Connector module software is automatically installed with all Kazeon Information Server-ECS installations, the Exchange Connector license simply activates it. Exchange Connector can not be used with the Kazeon Information Server-SA or Kazeon Information Server-FRM versions.
To use an Exchange Connector module purchased with a new installation, simply follow the standard hardware and software installation and configuration instructions in the Kazeon Information Server IS1200 User and Configuration Guide and th en use the rest of this guide to configure the module options.
MS Exchange Server Implementation In Existing Installations
If the Exchange Connector license is obtained after the original Kazeon Information Server installation, use the following general steps to implement the Exchange Connector. The following steps assume the Kazeon IS1200 and the Microsoft Exchange Servers are already setup according to Kazeon and Microsoft approved guidelines.
1. Add the Exchange Connector license to the IS1200. See the Installing License Keys chapter of the Kazeon Information Server IS1200 User and Configuration
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Exchange Server Implementation Overview
Guide for details on obtaining and installing optional modules licenses for existing installations.
2. Ensure the Exchange Server is setup to Microsoft standards for all email user accounts requiring classification. Supported Exchange versions include:
| Exchange 2000, SP4 | Exchange 2003, SP2 or SP3 | Exchange 2007, SP1
3. Add an IS1200 administrator account to an AD Server (in the same domain as the Microsoft Exchange Server) with permissions allowing the IS1200 to authenticate via the AD Server, and access all email accounts on the Microsoft Exchange Server. See “Creating the IS1200 Service Account on the AD Server” on page 9 for details.
4. Setup a Kazeon Exchange Services (KES) server to work between the IS1200 and the Microsoft Exchange Server and add the Kazeon Exchange Agent to KES. The agent allows the IS1200 to register and access Microsoft Exchange Servers. See
“Installing and Configuring the KES Platform” on page 15 for details.
5. On the IS1200, add the new AD username and password (from step 3 above) as an identity to the IS1200. See the The Identity Vault chapter of the Kazeon Information Server IS1200 User and Configuration Guide for details on adding identities.
6. On the IS1200, add new metadata filesystems for the Exchange Servers that will be registered. See the Registering and Managing File Systems chapter of the Kazeon Information Server IS1200 User and Configuration Guide for details on adding metadata volumes.
7. Register the Exchange Servers with the IS1200 using the new identity created in step 3. See “Chapter 3: Registering Exchange Servers” on page 23 for more information.
8. Classify the Exchange Servers. See “Classifying Exchange Servers” on page 28 and the Job Scheduler chapter of the Kazeon Information Server IS1200 User and Configuration Guide for details on scheduling classification services.
9. Search, or run Reports, to lo cate emails or attachments of interest on the Exchange Servers. See the Searching for Information and Using Reports chapters of the Kazeon Information Server IS1200 User and Configuration Guide for details on searching and reporting.
10. Use Actionable Services on search or report results. See “Applying Actionable
Services to Exchange Server Search or Report Results” on page 30 and the
Actionable Services chapter of the Kazeon Information Server IS1200 User and Configuration Guide for details on applying actionable services to search or report
results.
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Chapter 1: Introduction
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Chapter 2:
IS1200 PC with Agent
MS Exchange Server
(KES)
Establishing Communications Between Exchange and IS1200
To enable the Kazeon Information Server to access a Microsoft Exchange Server for services such as crawls, searches, and reports, a special application called the Kazeon Exchange Server Agent (ES Agent) must be installed to manage communications between the Exchange Server and the IS1200. The agent’s processing power needs require a dedicated computer platform. The dedicated platform, with the agent installed, provides Kazeon Exchange Services (KES).
The diagram below shows the communication relationships between the system parts.
Deployment Configurations
The Kazeon Exchange Connector can be deployed in a domain with either single or multiple Exchange servers (multiple servers are typically configured with a single front-end server providing a common namespace for multiple back-end servers). Regardless of configuration, the Exchange Connector treats each Exchange server as an individual repository and interacts directly with the back-end servers.
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Chapter 2: Establishing Communications Between Exchange and IS1200
Considering possible Exchange server configurations, the Kazeon Exchange Connector can be deployed in one of the following topologies:
z A single Exchange server, a single KES server, and a Kazeon IS1200 cluster.
z Multiple Exchange servers, a single KES server, and a Kazeon IS1200 cluster.
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Deployment Hardware and Software Requirements
z Multiple Exchange servers, multiple KES servers, and a Kazeon IS1200 cluster.
Deployment Hardware and Software Requirements
The following hardware and software requirements are necessary to install Kazeon’s Connector for Microsoft Exchange Server on your Microsoft Exchange Servers.
z An Active Directory Server configured for all users of the Exchange Server and
| An administrative username and password—stored as an identity on the
IS1200—the IS1200 can use to access all user Exchange email accounts
z IS1200 with version 3.0.3 or better
| Configured with direct network access to both the AD and Exchange servers
z A Kazeon Exchange Services (KES) server, configured with:
| Windows 2003 SP2, IIS 6.0, ASP.NET 2.0
Note: The Kazeon Exchange Services (KES) server platform hardware is not provided
as part of the Microsoft Exchange Connector and must be provided by the user.
z Exchange Servers configured with one of the following versions:
| Exchange 2007 SP1 | Exchange 2003, SP2 or SP3 | Exchange 2000, SP4
Exchange Server Connector Installation Procedures
The following procedures should be followed to install and configure the KES server hardware and software requirements.
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Installation Overview
To install the Kazeon Exchange Connector, the following basic steps are required:
1. Start with functional Active Directory (AD), Microsoft Exchange, and Kazeon IS1200 servers.
| The AD server must be setup to Microsoft standards,
see the Microsoft documentation for details.
| The Microsoft Exchange server must be setup to Microsoft standards as well,
and use the same AD server for email user authentication, see the Microsoft documentation for details.
| The IS1200 must be able to communicate with the KES server over the
network.
| The KES server and the Exchange server must be in the same domain.
2. Create a service account on the AD server for the IS1200, see “Creating the
IS1200 Service Account on the AD Server” on page 9 for details.
3.
Setup the KES server and install the Kazeon Exchange Services Agent (ES Agent) See “Installing and Configuring the KES Platform” on page 15 for details.
.
4. Configure the KES server to use the account (setup in step 2 above) to access the Exchange Servers. See “Configuring the KES Server to Use the Service Account
to Access the Exchange Server” on page 16 for details.
5. Test the KES server. See “Testing the KES Server Configuration” on page 19 below for details.
6. Setup and test the IS1200 for communications with the KES server. See “Testing
the IS1200 Connection to the KES Server” on page 21 for details.
Once the communication requirements are in place, metadata repositories for the Exchange Servers must be created and registered with the IS1200, the Exchange servers themselves must be registered, and then the Exchange servers must be classified before searches and reports can be run on the files and email they contain. The minor workflow differences, between registering, classifying, and searching or reporting on Exchange Servers and doing the same on standard file systems are covered in “Chapter 4: Workflow Changes for Exchange Servers” on page 27.
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Exchange Server Connector Installation Procedures
Creating the IS1200 Service Account on the AD Server
From the Active Directory (AD) server that services the Exchange server’s domain:
1. Open Programs>Administrative Tools>Active Directory Users and Computers, the Active Directory Users and Computers dialog opens.
2. Click Create a New User ... in the dialog toolbar. The New Object - User dialog opens
3. Enter information in the dialog fields, and follow the prompts to create a new user with the following attributes:
| User called | A password of your choice (and the same options as checked below)
kazAdmin
(as shown in the dialog above)
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| Ensure “Create an Exchange Mailbox” is unchecked in the dialog below
4. After you click Finish to create the new user, open the user group properties for
“Domain Users” and add the new user
kazAdmin
Configuring the Exchange Server
to the Domain Users group.
Once the
kazAdmin
user has been added to the AD server, the Exchange server must be configured to accept it. Procedures depend on which Exchange Server you have, 2003 or 2007. If you have a 2007 server, skip ahead to “Configuring a 2007 Server”
on page 14.
Configuring a 2003 Server
Do the following:
1. From the Exchange System Manager, give control to
kazAdmin
by giving it the "Exchange view only Administrator" role by doing the following from the Exchange server:
a. Launch the System Manager,
Click Start>Programs>Microsoft Exchange>System Manager
b. Right click First Organization and choose Delegate Control
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Exchange Server Connector Installation Procedures
c. When the Welcome to Exchange Administration Delegation Wizard opens,
click Next.
d. When the Exchange Administration Delegation Wizard dialog opens,
click the Add button.
e. When the Delegate Control dialog opens, click the Browse button.
f. In the “Enter the object name to select” field of the Select Users, Computers
or Groups dialog, enter kazAdmin and then click the Check Names button. The name is checked and re-entered in the field.
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g. Click the OK button, the Delegate Control dialog re-opens and the
kazAdmin
user name appears in the Group (recommended) or User field.
h. Select Exchange View Only Administrator from the Role drop-down menu
and click OK.
i. Click Next and Finish in the following dialogs to complete the delegation.
2. From the Exchange System Manager, under Exchange server security, grant
kazAdmin
rights to "Send As" and "Receive As".
a. From the Exchange System Manager window, expand the servers listing by
clicking the plus sign, and right-click your Exchange server name and select Properties.
12
b. From the ServerName Properties dialog, click the Security tab.
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Exchange Server Connector Installation Procedures
c. From the Group or user names list, select the
kazAdmin
user, then scroll the
Permissions for KazAdmin list (almost to the bottom) and check both Send As and Receive As.
d. Click the Apply button.
3. Verify that
kazAdmin
can access any mailbox in the exchange server by invoking
Outlook Web Access (OWA) with the following URL
http://<exchange-server>/exchange/<user>.
When prompted for a username and password, enter
domain\kazAdmin
password. If Microsoft OWA can display mail, the account configuration is correct.
and the
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Configuring a 2007 Server
Note: Exchange 2007 SP1 must be installed to use the following.
Do the following:
1. On the Exchange 2007 server, open the Exchange Management Console.
2. Locate the following information using the Exchange Management Console
| Exchange 2007 server name | Storage Group | Mailbox Database
3. From the exchange management shell, execute the following.
|
C:\>Get-Mailbox -database "<server-name>\<storage group>\ <mailbox database>" | Remove-MailboxPermission -user '<domainName>\KazAdmin' -Deny -InheritanceType 'All' ­AccessRights 'FullAccess'
|
C:\>Get-Mailbox -database "<server-name>\<storage group>\ <mailbox database>" | Add-MailboxPermission -user '<domainName>\KazAdmin' -InheritanceType 'All' -AccessRights 'FullAccess'
Executing the two commands above gives the service account "KazAdmin" read only privileges to all the users in the specified exchange server/storage group/ mailbox database.
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Exchange Server Connector Installation Procedures
Installing and Configuring the KES Platform
The platform KES is installed on must meet the following requirements:
z Pentium 4 running at 3.0 GHz or better z 1 Gbyte of RAM or better z 20 Gbyte or better of available hard drive storage z Located in the same domain as the Exchange server
To setup Kazeon Exchange Services (KES), start with a dedicated PC and install the following general system software according to Microsoft documentation. Do not substitute other system software.
1. Install a licensed copy of Windows 2003 Server with SP2.
2. Install a licensed copy of Microsoft IIS 6.0 with ASP.NET 1.1. (This also requires access to the Windows installer CDs.)
3. Install a licensed copy of Microsoft .NET 2.0.
4. Download and install the Standalone Micr osoft Exchange Server MAPI Client an d Collaboration Data Objects 1.2.1 package from the following site.
http://www.microsoft.com/downloads/details.aspx?FamilyID=e17e7f31-079a-43a9-bff2­0a110307611e&DisplayLang=en
If you have problems downloading, contact Kazeon Support. On the web page, carefully follow the instructions and ensure the system
requirements before installing the downloaded MSI package.
Once the general platform system software installations are complete, the Kazeon Exchange Server Agent can be installed. The following assumes the KES server has network access to the IS1200. Open a browser on the KES platform and go to:
http://<your_IS1200_HOSTNAME>/manager/KazeonAgents.htm
The
Kazeon Connectors
page opens:
Click Exchange Agent, a standard file download dialog (left below) opens.
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You can elect to run (install) the package, or save it. If you elect to install you may see the warning on the right above. Click Run to run the installer, and follow the prompts until you are notified the installation is complete.
Configuring the KES Server to Use the Service Account to Access the Exchange Server
Once the KES server is setup and the ES Agent installed, the kazexchservice should be active in IIS and must be configured to impersonate (the IS1200) using the account described above in “Creating the IS1200 Service Account on the AD Server” on
page 9), do the following to setup impersonation:
Note: The user that does the following must be explicitly added to the KES Server
1. From the KES server, launch the IIS Manager
kazAdmin. Assuming kazAdmin has already been setup in the AD server (as
"Local Administrators" group. It is not sufficient for the user to be a member of another group that is added to the "Local Administrators" group.
(Start>Administrative Tools>IIS Manager)
2. From the left pane, click to expand "(local)Computer", then "Web Sites", then "Default Website", and then select
3. Right click
kazexchservice and select Properties. A
kazexchservice.
kazexchservice Properties dialog opens.
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Exchange Server Connector Installation Procedures
4. Click the ASP.net tab, select "Edit Configuration" and select the Application tab.
Ensure the ASP.NET version selected is 2.(x).
5. Click OK to save the settings.
6. Right click Default Web Sites->kazexchservice,
select Properties, and then select the Vi rtu al Directory Tab as shown below.
7. Click the Configuration button, the Application Configuration window opens.
8. Click Add, and the Add/Edit Application Extension Mapping wi ndo w open s.
9. From the Add/Edit Application Extension Mapping,
click Browse and a standard file dialog opens.
10. Navigate to
c:\Windows\Microsoft.NET\Framework\v2.0.x\aspnet_isapi.dll,
(where the “x” in V2.0.X may be a longer string) select path and click OK to close the dialog.
11. Enter
and click OK until you return to the kazexchservice Properties Window.
12. Close the kazexchservice Properties window.
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exchange
in the Extension field,
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Chapter 2: Establishing Communications Between Exchange and IS1200
Note: For Kazeon Exchange Connector 4.0.0 and above, the Webservices username and
password are stored in the registry. Use the following steps to store the username and password.
13. Create the directory C:\ASPTOOLS.
14. Download aspnet_setreg.exe from the following link:
http://download.microsoft.com/download/2/9/8/29829651-e0f0-412e­92d0-e79da46fd7a5/aspnet_setreg.exe
15. Extract the package into C:\ASPTOOLS.
16. Run the following command from the Windows command prompt:
C:\ASPTOOLS\aspnet_setreg.exe –k:SOFTWARE\kazeon\identity –u:”<domain>\<username>” –p:”<password>”
17. Run regedt32 from the command prompt and set permissions on the following: HKEY_LOCAL_MACHINE\SOFTWARE\kazeon\identity\ASPNET_SETREG
| Right click on the ASPNET_SETREG entry and select permissions. | Select “Add” and type in “Network service” as the user.
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Exchange Server Connector Installation Procedures
| Provide Read permission to the Network service.
18. Test that the service is configured by starting the webservice and accessing the kazexchservice weblink.
Testing the KES Server Configuration
Once the kazexchservice is configured to impersonate (the IS1200), verify the impersonation works by doing the following:
1. From IIS (it should still be open from the procedure above) select
kazexchservice in the left pane under the "Default Website".
The right pane then lists the service contents.
2. In the right pane, right-click
3. This opens a browser window (see the screenshot in Step 18 above) (web link
http://localhost/kazexchservice/TestService.asmx).
TestService.asmx and select browse.
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4. Verify the Kazeon Exchange Agent can access the Active Directory by clicking the "ListMailboxes_test" link.
If installing a 3.x version of the Connector, the screen will look like:
If installing a 4.x version, the screen will look like:
Make appropriate entries in the circled fields (3.x requires a username and password that 4.x does not because 4.x stores those as a register entry) and click the Invoke button to see the listing of mailboxes.
5. Back in the Test Service window, verify that the Kazeon Exchange Agent can access the exchange server by clicking the "ListFolders_test" link. Use the same directions as the step above to fill out the fields and produce a list of folders.
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Exchange Server Connector Installation Procedures
Testing the IS1200 Connection to the KES Server
Finally, test that the IS1200 can use the KES server to access the Exchange server by doing the following from a started cluster:
1. Add the user
kazAdmin
and its password (as configured on the AD Server) to an IS1200 identity. See the The Identity Vault chapter of the Kazeon Information Server IS1200 User and Configuration Guide for details on adding identities.
2. Run the test program installed in
/opt/openkaz/bin
exchtest
to verify the configuration. The command is
and provides the following help (usage) if
specified without options.
usage: exchtest -v -a -d <domain> -x <exchsrv> -i <identity> [-w <websrv> -p <port>] [-m <mailbox> [-f <folder>]]
-d <omain> : specify the domain for the exchange server
-x <exchsrv> : specify the exchange server
-w <websrv> : specify the webserver hostname, if not specified it is the same as exchsrv
-p <port> : specify the port to contact the webservice, if not specified the default is 80
-m <mailbox> : specify the mailbox to enumerate, if not specified all mailboxes are enumerated
-f <folder> : specify the folder to enumerate, if not specified all folders are enumerated
-v : verbose mode for listing messages (will print stat structure)
-i <identity> : specify the identity configured to connect to the exchange server
-a : list the deleted messages from the dumpster
3. Run the command
exchtest -d <domain> -x <exchange-server> -w <kazeon-agent-server> -i <identity>.
This prints a summary similar to the following:
[root@is1200-1 ~]# exchtest -d exchange.domain.local -x testexchange -w kazweb -i KazAdmin Pinging Exchange Server (testexchange)
Ping Exchange Server (testexchange).....Successful
Pinging Kazeon Exchange Services Agent host (kazweb)
Ping Kazeon Exchange Services Agent host (kazweb).....Successful
Connecting to Exchange Connector.....Successful
Enumerating mailboxes on Exchange Server (testexchange) Found 1337 mailboxes on Exchange server (testexchange)
4. Verify that folders and messages are accessible by running the same command with the and with the in the user's mailbox folder
5. If these tests are successful and the enumerations are completed, the exchange repository is ready to be registered and classified.
EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide
-m <user> option to enumerate folders in the user's mailbox
-m <user> -f <foldername> options to enumerate the messages
<
foldername
>
.
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Chapter 3:
Registering Exchange Servers
The procedure for registering a Microsoft Exchange server is slightly different then registering an NFS or CIFS filer . First, see the Registering and Manag ing File Systems chapter of the Kazeon Information Server IS1200 User and Configuration Guide for general information on registering file systems, then return here for specific information on registering Exchange servers.
Before Exchange servers can be registered, the Exchange Connector must be installed on a Kazeon Exchange Services (KES) server, and configured to communication with both the IS1200 and the Exchange server. See “Chapter 2: Establishing
Communications Between Exchange and IS1200” on page 5 for details.
Registering Metadata Repositories for Exchange Servers
As with any repository, a metadata file system must first be registered and available before an Exchange server can be registered. Because Exchange servers can contain large amounts—terabytes—of data, a single dedicated metadata fil e sy stem sh oul d b e created for each Exchange server that will be registered.
Metadata file systems for Exchange servers are created and registered just like any other metadata file system. See the Registering and Managing File Systems chapter of the Kazeon Information Server IS1200 User and Configuration Guide for general information on registering metadata file systems.
Before continuing, create and register a metadata file system for each Exchange server that will be registered.
Registering an Exchange Server with the IS1200
To classify—or otherwise access—files or email on Exchange, you must first register the Exchange server as a repository on the IS1200. Once the Exchange server is registered, its reference name appears in all subsequent IS1200 job dialogs that allow the user to select a file system to apply a service to.
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Chapter 3: Registering Exchange Servers
Use the following procedure to register an Exchange server.
1. From Web-Admin click MS Exchange Server, under Repositories in the
navigation pane, the Add Repositories tab appears:
2. Fill in the following fields: Repository Type: Should already be set to Exchange, if it is not, change it. Name. Enter a reference name (for the IS1200 to use when listing this Exchange
filer in menus, for instance when specifying classification targets). File system names must be unique.
WARNING! Do not re-register repository names that have been previously used and
removed with out first removing the metadata repositories that were associated with the removed repositories.
Metadata Repository. S elect a metadata repository from the drop-do wn men u to associate with the NFS file system, or let the IS1200 auto select one.
Exchange Options Identity. From the drop-down menu, select the kazAdmin identity previously
created. Exchange Server. Enter the Exchange server pathname to register as a repository.
This must be the server name and cannot be an IP address. If the host is not registered with DNS, it should be added to local/etc/hosts.
Connector Server. Enter the pathname or IP address to the KES server created and configured to access the Exchange server above.
Connector Port. Leave the default of 80 as is, unless your IS1200 Administrator tells you differently.
Domain. Enter the domain name that the IS1200, the Exchange server, and the KES occupy.
Process hard deleted messages. Check this option to crawl emails in user accounts on the exchange server that are not visible to the user. For example,
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Registering an Exchange Server with the IS1200
emails deleted using Shift+Delete or by emptying the Deleted Items folder, this kinds of emails are not visible are reside in the Exchange Server mailbox dumpster. If the Exchange server retention time for these emails is low, this option can be ignored.
Specify Use: Select one of the following:
| Source Repository: Leave this selected for Source Repository. This includes
the reference name (specified above) in all dialogs where a repository can be chosen as a source, for example when doing a Collection in either Web-Admin or the eDiscovery Case Manager. Exchange servers can only be sources.
3. Submit. Click to register the Exchange server as a repository.
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Chapter 3: Registering Exchange Servers
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Chapter 4:
Workflow Changes for Exchange Servers
This chapter details the workflow changes required to work with Exchange servers as repositories. Generally, using the IS1200 to work with an Exchange server is not much different then working with other repositories.
Like other repositories, the Exchange server must first be registered and associated with a metadata repository. Once registered, an Exchange server must be classified. Exchange servers can only have deep crawls assigned.
After classification, searches and reports can be performed on Exchange servers just as they are other repositories. There are no major workflow changes to the search or reports procedures for Exchange servers in the W eb-Search or the Web-Reports GUIs, but some minor changes are described in the following sections.
After searches and reports are performed, Actionable Services can be applied to Exchange server results. Those changes are also described below.
The following sections detail the various GUI changes for Exchange servers.
z “Classifying Exchange Servers” on page 28 z “Searching and Reporting on Exchange Servers” on page 29 z “Applying Actionable Services to Exchange Server Search or Report Results” on
page 30
Before continuing in this guide, you should first be thoroughly familiar with the Job
Control and Scheduling: Classification Services chapter of the Kazeon Information Server IS1200 Web-Based Search Interface Guide and the IS1200 Web-Search User Guide and the IS1200 Web-Reports User Guide.
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Chapter 4: Workflow Changes for Exchange Servers
Classifying Exchange Servers
Only deep crawls are allowed on Exchange servers, basic crawls are not allowed. To deep classify an Exchange server do the following:
1. From any Web-Admin page, click Jobs in the left navigation pane, the Job Manager page opens.
2. From the Job Manager page tool-bar, click New and select Deep Crawl from the drop-down list. The Deep Crawl tab opens.
3. Description. Optional, enter a description for the deep crawl.
4. Repository Type. Select the Exchange radio button.
5. Repositories. Click-to-select any
user mailboxes or folders in the available
listing (the left-hand scrolling list). Click the plus sign preceding the listing to expand folders. Select either a mail box or folder, and click the Right Arrow ( ) button to add it to the list to classify (the right-hand scrolling list). Click any mailbox or folder in the right-hand list, and click the Left Arrow ( ) to remove it from the list to be classified.
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Searching and Reporting on Exchange Servers
6. If the Advanced Options header is clicked to expand it,
The standard Include/Exclude Filters for NFS/CIFS files are replaced by Mailbox Filters and Folder Filters for Exchange Servers shown above.
When specifying what mailboxes or folder to include or exclude, you can enter strings with wildcards, for example:
Include: t* Exclude: A* These strings are case sensitive and may not use bracketed RegEx expressions.
7. Fill out all other Job Scheduler pages and fields as described in the IS1200 Web- Admin User and Configuration manual to finish scheduling the deep crawl. Date filters must be provided.
Increasing Classification Performance for PSTs
Some metadata tags for PST files are multi-valued, that is they may contain many values in their tag/value pair. For example,
MailTo and MailCC may contain long
lists of recipients. The standard classification process for inserting multiple values in multi-valued pairs
can slow down for lengthy insertion lists, and may be speeded up by specifying a different insertion process. See the entry for d
elimit-attributes in the Table
“Types of Attributes for ‘set_schema’ CLI Command.” in the “Working with PST Files” chapter of the IS1200 Web-Admin User and Configuration Guide for details.
Searching and Reporting on Exchange Servers
Exchange servers are searched using the Web-Search interface. See the IS1200 Web- Search Configuration and User Guide for general information on using Web-Search. Reports can be done on Exchange servers using the Web-Reports interface. See the IS1200 Web-Reports Configuration and User Guide for general information on using
Web-Reports. Both searches and reports on Exchange servers are created and scheduled the same
way as searches and reports on other repositories.
Note: A new standard metadata field, mailBCC, is available to use in searches.
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Chapter 4: Workflow Changes for Exchange Servers
Note: Kazeon's Exchange Server Connector indexes only email messages and
attachments (or composite objects containing email and attachments) on Exchange servers and does not provide classification or indexing services (and hence cannot search or report on) the following information on Exchange Servers:
z Calendars z Contacts z Notes z Shared/Public folders on Exchange server
Applying Actionable Services to Exchange Server Search or Report Results
After using searches or reports on Exchange servers, some Actionable Services can be performed on the results. For complete information about using Actionable Services see the Actionable Services chapter of the IS1200 User and Configuration Guide.
Generally, Exchange servers may not be selected as the targets of Actionable Services, regardless of the result sources. In other words, neither search nor report results from any kind of repository (Exchange or otherwise) can be copied or moved TO an Exchange server.
When the target for an Actionable Service is not an Exchange server (for example an NFS or CIFS repository), the following applies:
z From the Actionable Services Manage Files menu:
| Result files can NOT be moved from an Exchange server to another repository | Result files can be copied from and Exchange server to another repository | Result files can NOT be deleted, restored, or locked on Exchange servers
z Result files from Exchange servers can be Re-Classified z Result files from Exchange servers can have new Metadata Tags or Policy Groups
added to the appropriate metadata repository
z Result listings from Exchange servers can be exported to XML or CSV files z Result files from Exchange servers can be downloaded to other repositories as
PST files
Note: While some Actionable Services, like delete, cannot be applied to search and
report results from Exchange servers, the services still appear as options in the Actionable services menu. This allows services to be applied across multiple repositories (which may, or may not, be Exchange servers). If these services are applied to Exchange repositories, the job will report failures.
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Index
A
Access Control List 35 ACL 35 Actionable Services 35 Actions 35 Active Directory 20, 35 Active Directory Server 7 AD 35 Advanced Search 35 ASP.net 17 Assignment Rule 35 assignment rules 35
definition 35, 36 Auditing 35 authentication
definition 36 authorization rules 35
B
Basic Search 36
Connector Server 24 Container 37 CSV 36 Custodian 37 customer support v
D
data 37 data classification 37 Data Repository 37 data server 37 Data Verification 38 Datamap 37 data-mount 37 data-share 37 Deployment Configurations 5 Deployment Requirements 7 Documentum 38 Domain 24 Domino 38
C
CAS Devices 36 CASID 36 Celerra 36 Centera 36 CIFS 37 classification rule 36 Classification Service 36 CLI 37 clusters 36 Comma Separated Values 36 Command Line Interface 37 Command Line Interface Reference Guide v Common Internet Filing System 37 Connector Port 24
EMC SourceOne eDiscovery - Kazeon IS1200 Microsoft Exchange Connector User Guide
E
eDiscovery 38 eDiscovery Case Manager 38 eDiscovery Case Manager Administrator’s Guide v Enterprise Vault 39 Exchange 39 Exchange Connector
license 2 optional module 2
Exchange Server 23, 24
Integration 2
Exchange Server Connector
Installation Procedures 7 Exchange Servers 27 Exchange System Manager 10, 12
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Index
Exchange WebService 15 extended attributes 39 eXtensible Markup Language 42 extraction rules 39
F
Federation 39 Federation Server 39 filer 39 fullText 39
G
Groupware 39
H
Hash Values 39
I
Identity 24 Identity Vault 40 Installation and Quick Start Guide v
Metadata Repository 24, 41 Microsoft .NET 2.0 15 Microsoft Exchange Server 1, 5 Microsoft Exchange server 23 Microsoft IIS 6.0 15
N
Network File System 41 Network Information System 41 NFS 41 NIS 41 nodes 41
O
Outlook Web Access 13 OWA 13
P
policy groups 41 Process hard deleted messages 24 PST 41
K
Kaz Schema 40 kazAdmin 10, 11 Kazeon EVAgent 40 Kazeon Exchange Agent 20 Kazeon Exchange Connector 5 Kazeon Exchange Services 3, 5 Kazeon Query Language 40 Kazeon Utilities page 15 kaz-mount 40 kaz-server 40 kaz-share 40 KES 3, 5, 8, 15, 19, 21
L
Legal Hold 40 Legal Service Provider 40 local 40 logging rule 40 LSP 40
M
Member-cluster 40 metadata 41 Metadata Repositories 23
R
Retention 41 Roles 41
S
Search Index 42 Service Account 16 service account 8 SharePoint 42 snapshot
Registering File Systems with Snap-
shots 23
SourceOne Server 42
T
Tags 42
W
Web-Admin v, 42 Web-Reports v, 42 Web-Search v, 42 Windows 2003 Server 15 Workflow Changes 27
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X
XML 42
Index
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Glossary
Active Directory (AD)
Actions, Actionable Services
Access Control List (ACL)
Advanced Search
A technology created by Microsoft that provides a variety of network services, including: LDAP-like directory services, Kerberos-based authentication, and DNS-based naming and other network information.
Are procedures such as copy, move, delete, tagging, etc, that can be applied to search and report results. They allow the IS1200 to be and effective file management tool for registered repositories.
A file system level data file that specifies how users or groups may access resources on a computer or network, like an application, file or printer, and the rights they have to it, for example read access, write access, and so forth.
A search made from the Advanced Search link. Allows searching for extracted metadata by tag-value pairs, and allows multiple variable and boolean searches.
Assignment Rule
A classification rule that tags files with metadata and assigns files to policy groups.
Auditing
A service that allows the IS1200 to record all system events according to who did what, when, and the event result. This data is especially useful to Legal Service Providers when providing an audit trail for responsive data produced during eDiscovery.
Authorization Rule
A policy that filters search results to ensure that the assigned files can only be viewed by authorized users.
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Glossary
Authentication
The process of identifying users based on user name and password to ensure that only authorized users can access the Kazeon Information Server.
Basic Search
A search made from the Search page using only the Search field. Searches only the content found in the fullText field populated during classifications.
CAS Device
EMC’s Content Addressed Storage (CAS) devices are cluster-able archival devices that host archival business file content such as email, office productivity files (like word processing and spreadsheet files), images, and other file documents.
CASID
A unique IS1200 ID for each classified file that the system generates during basic classification.
Centera Server
The EMC Centera server is a networked storage system specifically designed to store and provide fast, easy access to fixed content (information in its final form). It is a CAS device providing long-term retention and assured integrity designed to store and manage data that require or have legally mandated retention periods, for example medical records and files relevant to legal matters.
Celerra Server
An EMC server designed to store and manage archival data. The Celerra File Level Retention (FLR) server also allows enforcing enterprise or governmental retention policies.
Classification Rule
Rules that the system implements during data classification to extract metadata, tag files, and assign files to policy groups. The two types of classification rules are extraction rules and assignment rules.
Classification Service
An IS1200 service that accesses registered repositories and extracts and records their metadata. Sometime called a “crawl”.
Cluster
A set of appliance nodes working as an Kazeon Information Server unit. A cluster can contain a maximum of four nodes.
CSV, Comma Separated Values
A file type used to transfer data between applications such as databases and spreadsheets.
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Command Line Interface (CLI)
The CLI is a traditional command line interface that allows direct communications with the IS1200 “backend” using a the set of commands defined in the IS1200 Command Line Interface Reference Guide.
Common Internet Filing System (CIFS)
A protocol used by Microsoft to access computer systems and directories over the internet.
Container (file/object)
A file that contains other files, such as a ZIP, JAR, or PST file.
Custodian
A legal term used by Legal Service Providers (LSP) and other legal personnel to describe the owners or responsible parties for electronic documents pertinent (responsive) to a legal matter.
Data
A file of any type and size such as a short email, a word processor document, or a large spreadsheet.
Glossary
Data Classification
The process during which the Kazeon Information Server reads data on the data file system. During basic classification, the Kazeon Information Server extracts file system metadata. During deep classification, it extracts custom metadata and assigns files to policy groups.
Datamap
A report that lists the electronic storage locations of all possible sources of relevant ESI. This can include standard file servers, groupware servers, email servers—and their backup and archive systems—as well as custodian’s desktop and laptop computers.
Data-Mount
The NFS file system that is accessed by the Kazeon Information Server to parse data and extract metadata.
Data Server
The file server that exports an NFS or CIFS file system so that the Kazeon Information Server can classify data on the file system to create metadata.
Data-Share
The CIFS file system to be accessed by the Kazeon Information Server to extract metadata.
Data Repository
A networked file system registered with the IS1200 so it can be classified, search, and reported on.
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Glossary
Data Verification
Builds on Auditing and is only available when system auditing is enabled. For job services like Actionable Services Copy or Move, Legal Hold Copy, and Single-Step Collections, Data Verification generates an audit trail proving that files were not altered during these actions. This is especially valuable in eDiscovery situations.
Deduplication
A process that identifies file duplicates based on their digest values. Digests are numerical values that are calculated based on file contents and are unique for all unique file objects. Digest values allow allow file objects to be compared very quickly. Digests are calculated differently for standard files, emails, and container objects. For standard files, a digest is computed for the entire file much like a hash value, for email objects the textual content of the file and certain specific addresses are combined and a digest value is calculated from that, container objects are hashed both as a complete file and as individual sub-objects.
Deduplication may be applied to export processes (Actionable Services like Download, Export, and Copy) and classification and collection processes to move only unique copies of files to a destination. When deduplication is used a “manifest” list or report may be produced to list and identify all the duplicates that were ignored in the export process, allowing all those duplicates to be identified later.
If any object, or sub-object, cannot be properly parsed during classification, no digest is produced for that object preventing duplicates of those objects from being identified.
Reduplication may also be applied to tagging processes to allow a single file copy to be reviewed, but apply metadata tags to all its copies.
Domino Sever (Lotus)
A Lotus server providing groupware solutions and storage.
Documentum Sever (EMC)
The EMC Documentum server manages business content including documents, photos, video, medical images, e-mail, Web pages, fixed content, XML-tagged documents, etc. The Documentum core is a repository that stores content securely under compliance rules and appears as a unified environment, even though content may reside on multiple servers and physical storage devices within a distributed environment.
eDiscovery
The process of reviewing electronic files to determine their relevances and responsiveness to a legal matter or case.
eDiscovery Case Manager
A IS1200 web-application that facilitates eDiscovery for Legal Service Providers.
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Enterprise Vault
A Symantec networked repository for archived email.
Extended Attributes
User-defined keywords that are extracted during data classification.
Extraction Rule
Extracts user-defined keywords (custom metadata) to add to the metadata file.
Exchange Server (Microsoft)
A microsoft server designed to store and manage email.
Federation
A defined group of member-clusters on a Federation server that can be managed, searched, and reported on as a group. Member-clusters are referred to as Federated clusters.
Federation Server
An single-node IS1200 server, with a Federati on license, that allows consolidated searching and reporting of up to eight Federated member­clusters of its defined Federation.
Glossary
Filer
A file server that exports its file systems using NFS or CIFS protocol.
fullText
The “content” portion of a file, this is the textual content of word processing files and message content for emails. The extraction fulltext rule is used to save file content to metadata during classifications and saves up to 10 megabytes of content by default. This default may be changed, but it is not recommended. Fulltext extraction is required for the Previewer pane to work and to generate Concepts in the Results Grouping pane.
Groupware
Collaborative software designed to help people involved in common tasks achieve their goals. Incorporates services such as email, calendaring, text chat, wiki, web-sharing, document control, and advanced search.
Hash Values
Hash values are used to compare one file with another for duplicates. An extremely simplified description of hashing is that the numeric values of
all bytes in a file are added into a grand total. The chances of two different files yielding the same result (hash value) are remotely small, so hash values can be used to identify duplicate files, or compare files with the same name to decide if they have been modified.
Computing hash on an entire file is called a full-hash, and computing hash on a portion of the file is called a partial-hash. A “partial hash” may also be used to increase classification speed and “hashing” can be turned on, or off to increase classification speed.
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Glossary
Identity Vault
An encrypted database of usernames and passwords the IS12 00 uses to store the credentials used to access registered data repositories, send email notifications, and work with authentication services.
Kazeon EVAgent
A IS1200 service installed on the Enterprise Vault server.
Kaz-mount
The NFS file system that is the IS1200 metadata repository. on which the Kazeon Information Server stores metadata.
Kazeon Query Language
A programming language used in classification and assignment rules to identify files that should received specified metadata tags.
Kaz-server
The file server where the metadata repository is located.
Kaz-share
The CIFS file system on which the Kazeon Information Server stores metadata.
Kaz Schema
Defines the set of metadata fields used to build a Search Index for registered data repositories (file systems).
Legal Hold
Files placed on legal hold are either copied to a secure secondary location where they can preserved for later use, or are locked in their original locations against further change until a legal matter is resolved.
Legal Service Provider (LSP)
A lawyer or trained legal professional that provides legal services for a fee.
Logging rule
Logging rules audit user actions on files such as file access, creation, modification, and deletion.
Local
Refers to the local resources (usually the metadata repository) of the Federation server.
Logging rule
Logging rules audit user actions on files such as file access, creation, modification, and deletion.
Member-cluster
Any of the clusters registered to a particular Federation.
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Metadata
Data about data. Metadata is used to search for information and to create reports. Metadata can be file system or custom metadata that the Kazeon Information Server extracts from files during classification. file system metadata includes file type, and file path extracted during basic classification. Custom metadata is generated during deep classification.
Metadata Repository
A registered respiratory the IS1200 uses exclusively to record the metadata extracted from registered data repositories during classification services.
Network File System (NFS)
A protocol used primarily by Unix based computers for accessing computer systems and filers over the internet.
Network Information System (NIS)
A network naming, administration, and authentication system for smaller networks that was developed by Sun Microsystems and is used primarily by Unix systems.
Glossary
Node
A single Kazeon Information Server appliance.
PEA Files
A Pool Entry Authorization (PEA) file is generated by the Centera server administrator. A PEA file defines what applications and users can perform read, write, delete, query, copy, or hold operations for Centera objects.
Policy Group
Associates one or more authorization rule and logging rule with one or more files to protect information and audit user actions on files.
PST Files
Personal STorage files are generally used by email programs like Microsoft Outlook to store user email locally. PST files are also called “composite” files, because they are packages meant to efficiently store a number of smaller related files. Another example of a composite file is a ZIP storage file
Retention
The process of enforcing corporate or legal standards for how long certain kinds of files must be preserved for access. Examples of retained files include files responsive to legal matters and medical records.
Roles
All IS1200 have roles, either admin, auditor, or end-user. If a legal license is installed, there are also legalAdmin, legalSupervisor, legalReviewer, and custodian roles. All users have a role, and the role determines what parts of the IS1200 interface can be seen, and how much of search and report results are viewed.
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Glossary
Search Index
An IS1200 database that stores and indexes the file content metadata (including extended attributes, and fullText) for standard and custom user- defined metadata produced by extraction rules during classifications.
SharePoint Sever (Microsoft)
A Microsoft server in the groupware category.
SourceOne Server (EMC)
The EMC SourceOne server is a comprehensive, policy-based system that automatically collects, organizes, indexes and retains messages and associated attachments and stores them in designated archives connected to shared storage. SourceOne provides indexed searching that works with both EMC storage and other brands such as IBM or NetApp.
Tags
The names of metadata fields. Tags are always associated with a value. For example, the metadata tag “filename” for any given file is always followed by a value (a text string) containing the actual filename.
Web-Admin
An IS1200 web application used by IT personnel to administer the server itself, and when the IS1200 is used to help administer other IT resources. Web-Admin is the preferred interface for administering the server.
Web-Reports
An IS1200 web application that provides advanced reporting capabilities based on IS1200 metadata.
Web-Search
An IS1200 web application that provides basic, advanced, and specialized email searches against IS1200 metadata.
XML, eXtensible Markup Language file
A file type that uses the XML language to define and describe data that can be transferred between applications like databases and spreadsheets.
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