Getting Started with the Exchange Mailbox Agent

Step 1: Review Requirements

Refer to the following information to learn more about the requirements for the Exchange Mailbox Agent:

• System Requirements

• License Requirements

Step 2: Prepare the Environment

Before you install the Exchange package and configure the Exchange Mailbox Agent, make sure that your environment meets the prerequisites depending on your mailbox type:

• User Mailbox (depending on the server environment that you use):

  • On-premises

  • Hybrid

  • Office 365 with Exchange using an on-premises Active Directory

  • Exchange Online (Through Azure Active Directory)

• Journal Mailbox

• ContentStore Mailbox

Step 3: Install the Exchange Package

Install the Exchange package on each access node.

• Plan the Installation on Windows Computers

  Review the general guidelines, which include configurations that your computer might need before the installation.

• Preinstallation Checklist for Exchange Agents

  Review the agent-specific guidelines to prepare for the installation, such as gathering the information that you must provide during the installation.

• Installation Methods

  Select the installation method that is most appropriate for your environment.

  Note

  • On the ContentStore mail server access node, install the .NET Framework 4.6 or a more recent version.

  • If you intend to enable content indexing for the User Mailbox, you must install the Web Server package or the Index Gateway package on each Mailbox access node where the Exchange package is installed. If you do not install the Web Server when you install the package, you can install it separately. For more information, see Installing the Web Server.

Step 4: Create an Index server

Create an index server.

Step 5: Configure the Environment

Configure your environment based on the mailbox types that you use.

Configuring a User Mailbox Environment

1. Configurations for Exchange Mailbox Agent Exchange Policies.

2. Create the Exchange Mailbox client, and associate mailboxes with the subclient based on the server environment that you use:

   • On-premises

   • Hybrid

   • Office 365 with Exchange using an on-premises Active Directory

   • Exchange Online (Through Azure Active Directory)

Configuring a Journal Mailbox Environment

1. Configurations for Exchange Mailbox Agent Exchange Policies.

2. Create an Exchange Mailbox client.

3. Associate the Journal Mailboxes with the default subclient.

Configuring a ContentStore Mailbox Environment

1. Configure the Commvault software

   1. Configurations for Exchange Mailbox Agent Exchange Policies.

   2. Configure the ContentStore Mail Server (SMTP) on each physical access node.

   3. Create an Exchange Mailbox client.

   4. Add a mailbox to the subclient.

2. Configure the Exchange server.

   1. Create a remote domain.

   2. Create a mail contact.

   3. Create a Send connector.

   4. Create journal rules.

Step 6: Schedule Backups

• Scheduling a Backup.

• Encrypt the data for transmission over non-secure networks or non-secure storage media.

• Configure alerts and notifications so that you are notified of events that require attention.

• Manage user accounts and passwords for increased security.

Step 7: Test a Restore Operation

• Archive messages.

• Clean up messages.

• Content index messages.

• Restore messages.

Step 8: Where to Go from Here

• CommCell Quick Start Guide - Where to Go from Here.