Looking for some some setup guide for newbie

Greetings,

EMC has training course for those who will be administrating SourceOne.

What product does is explained in the following video (it does not show how to set it up).

http://www.youtube.com/watch?v=dum4VZeWAzU

There are many considerations to be taken care of while installing and configuring. Due to which it is recommended to have the product be installed by a certified partner or EMC professional services.

Since you are trying this in your lab, I will point you to few basic things to take care of so that you can check remaining functionality.

1. First of all after product is installed you want to create an connection to the archive. In your case it will be Native Archive. How to do it is documented in CHAPTER 4 of EMC SourceOne Administration Guide which can be downloaded from support.emc.com.

2. Next would be to configure Native Archive Roles for your server. If you installed all roles on the same server you want to follow the instructions provided in Admin Guide, Chapter 4, Section “Configuring the archive role on a Native Archive server”. Here you will define location of Message Center where messages will stay before been packaged together and then moved to archive location (you will define while creating archive folder). Note : All locations are going to be network shares starting with
. There are 4 roles to be configured and you will configure them as per your requirement.

3. Now you want to have a location where data in its final stage till get archived, this could be SAN, NAS, Centera, DataDomain, NetApp or any other supported file systems. It is documented in the same chapter in “Configuring Native Archive folders and storage” section. If you are testing in your lab and volumes will stay on the local server itself in a share created then you will be selecting NAS container and provide the location as
Servername\\
Servername\%3cShareName%3e\> e.g.
SourceOne\ES1_Archive\

4. Next step is to define who will have what kind of permission on SourceOne archived data. In short Service account will need “Administrator” and “Read All” access usually, Compliance team that will need to run searches ORG level will need “Read All” and users for searching their emails and to retrieve shortcuts will need “Owner” permission. You can create a group in AD where you will add all users you are going to shortcut or allow search. Then you can just add those users with OWNER permission. There are other forms e.g. LDAP queries supported as well. It is covered in detail within “Configuring Mapped Folder” section.

5. Now you need Worker Servers that will pick up the jobs your system will create and run those e.g. Journaling jobs, Search jobs, Export jobs, Historical Archive jobs to archive emails from past but still in users mailbox, Historical Shortcut jobs to convert full email to shortcuts, Historical restore jobs to convert shortcutted emails to full emails and so on. Each worker by default run 4 jobs. You need to remember that some jobs are divided into multiple when Data Sources to work with are many. For an example if you create a job to shortcut 50 users, you will see 5 jobs created with 10 data sources each. Chapter to go through is Configuring Worker Servers in case you want to read in detail.

6. Before your start shortcutting emails and allow users to search their archived data, you need to configure some default options. It is discussed in Configuring Applications and Web Services section.

7. Policies allows you to easily manage the jobs you will be creating. Requirement is to have at least one Policy created e.g. create it with name Journaling and in description add anything that makes sense. Then you need to create activities that will take place under the policy. If you named Policy as journaling then it would make sense to create Journal Activities below this. In some environments customers may have different journal policies and different activities under those. It is all about how to manage. It will provide admin means to stop all activities under one policy by just stopping the policy and same way while starting or suspending. This is the next chapter to read called “Managing Organizational Policies”

8. Once jobs are created and they start to run, you may want to know how they are doing. It is covered in the “Managing Jobs” section.

Basically all what I summarised above is sequential from the EMC SourceOne Administration guide.

I hope this helps.

Regards,

Rajan

Great thanks Rajan!  I'll follow this tonight and see how far I can get.

Edit: - I was able to get the journal archiving to work.  For me the tricky spot was leaving all the checkmarks unclicked in the filter rules.

I also got the user archives working as well..

Next stumbling block is how to turn on shortcutting.

When I try to create a Shortcut Historical policy, it says I need a universal URL.. I don't even have mobile services installed.. but will post a separate post on it.

Thanks again.