Getting Started with Case Manager

To get started with Case Manager, install software on a MediaAgent, create a data classification plan and a server plan, and set permissions.


  1. Install software packages on all MediaAgents that will be used with Case Manager.

  2. Install software packages on the Web Server.

  3. If you do not have an Index Server that you want to use with Case Manager, install the Index Store package on a server.

    You can use the Index Server that is used for the Exchange mailbox backup operation.

  4. Add the Exchange server domain as a domain controller, and for Directory type, select Active Directory.

  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.

  6. Complete the guided setup.

    In the guided setup, you create a data classification plan to define content indexing requirements and to specify whether to detect PII. The Index Server that you want to use with Case Manager is selected in the data classification plan.

  7. Create a server plan.

    The server plan defines the storage location for the backup data and the RPO (recovery point objective).


    When you create a server plan, you must select a storage location that is associated with a MediaAgent that you configured for Case Manager so that the MediaAgent has the correct packages installed.

  8. Give Case Manager users access to the plans.

  9. Set permissions for servers.

  10. Set permissions for the Active Directory server.

What to Do Next

If you want users outside of Case Manager to have limited access to cases, set the permissions needed to share cases.