Getting Started with the Case Manager

To get started with Case Manager, install software on a MediaAgent and then create a data classification plan and a server plan. An Index Server is required, so you can either reuse the Index Server used for the Exchange mailbox backup operations, or you can create an Index Server.

Step 1: Install Packages on the MediaAgent

You can use existing MediaAgents with Case Manager, or you can install MediaAgents to use specifically with Case Manager. For information about installing MediaAgents, see MediaAgent Installations. For information about sizing MediaAgents, see Hardware Specifications for MediaAgents.


For the Exchange package, a Linux MediaAgent is not supported.

Case Manager involves two MediaAgents - one MediaAgent is associated with the source client (Exchange) and the other MediaAgent is used by the case. Install the following packages on the MediaAgents associated with the server plan of the case:

Step 2: Verify the Web Server Configuration

Verify that the following software is installed on the Web Server:

  • Index Store package: When you install the Web Server package, the Index Store package is selected by default. If you did not install the Index Store package, you must install the Index Store package on the Web Server separately.

  • To preview email messages on the search page and to perform operations such as exporting to the PST format, you must have Microsoft Outlook 64-bit installed on the Web Server.

Step 3: Add the Exchange Server Domain as an Identity Server

Add the Exchange server domain as a domain controller. For Directory type, select Active Directory.

Step 4: Verify Index Server Availability

To content index data and perform the PII analysis for Case Manger, you must have an Index Server that meets the system requirements and that has the Index Store package installed. The Index Server is added to the data classification plan.


Multinode index server using Index Server Cloud is not supported.

Step 5: Verify That the File System Data Is Content Indexed

To add file system data to a case, you must have a File System agent installed on the file server and the backup data must be content indexed. For information about content indexing file system data, see Content Indexing Files.

Step 6: Create Plans

A case for email data in Case Manager requires a server backup plan and a data classification plan. The data classification plan defines content indexing requirements and whether or not you want to detect PII. The server backup plan defines the storage location for the backup data and the RPO (recovery point objective).

Data Classification Plan

  1. Create a data classification plan.

  2. Give Case Manager users access to the data classification plans:

    1. From the navigation pane, go to Manage > Plans.

    2. Open the data classification plan, and in the Security section, click Edit.

    3. Type the Case Manager user, select Plan Subscription Role, and then click Add.

Server Backup Plan

  1. Create a Server backup plan.


    When you create a server backup plan, you must select a storage location that is associated with a MediaAgent from the previous step so that the MediaAgent has the correct packages installed.

  2. Give Case Manager users access to the to the server backup plans:

    1. From the navigation pane, go to Manage > Plans.

    2. Open the server backup plan, and in the Security section, click Edit.

    3. Type the Case Manager user, select Plan Subscription Role, and then click Add.

Step 7: Assign the Required Roles

  • Create the following security association for the Case Manager users or user groups:

    • Associate the Case Manager User role to the users or user groups with the Exchange user mailbox, journal mailbox or SMTP clients where the custodian data is backed up.

    • Assign the Case Manager User permission on the active directory where the emails for the case are configured.

    • Assign the Agent Management permission on the Index Server.

    • Assign View permission to the users on Case Manager Reviewer role by completing the following steps

      1. From the navigation pane, go to Manage > Security > Roles.

      2. Select the Case Manager Review role.

        The Case Manager Reviewer page appears.

      3. Under Security, enter the user name or user group, select the View role from the list, and then click Add.

      4. Click Save.