Preinstallation Checklist for Exchange Agents

Use this preinstallation checklist to prepare the computer where you will install the Exchange agent and to gather all the information that you will need during the installation.

Verify System Requirements

Verify that the computer where you will install the Exchange agent satisfies the minimum requirements.

Verify License Requirements

Based on the licensing mechanism used in your CommCell environment, verify that the CommCell has the required licenses to use the Exchange agent. For information about licensing, see the Commvault Licensing Program Guide.

Determine the Installation Location

Based on your environment and depending on which agent you intend to use, install the Exchange agent on the appropriate computer.

Exchange Database Agent

Environment

Where to install the software

Non-Clustered

On the computer where the Exchange server is installed

Clustered

On the physical nodes of the cluster where the Exchange server is installed

Exchange Mailbox Agents

Applies to: Exchange Mailbox Agent, Exchange Mailbox (Classic) Agent, OnePass for Exchange Mailbox (Classic)

Caution

Make sure that you install the agent on a different computer than where you installed the CommServe host. Backup operations might fail if you install both the agent and the CommServe host on the same computer.

In both a clustered and non-clustered environment, you can install the agent using either of the following locations:

  • On-host: The package is installed directly onto the Exchange server. Use this location if your hardware resources are limited. However, an on-host location places a high load on the server's memory and processor.

  • Off-host: The package is installed on a separate computer that is in the same domain as the Exchange server. Use this location to relieve memory and resource processing load from the Exchange server.

Note

If you use the User Mailbox or Journal Mailbox, we recommend that you install the Exchange Mailbox Agent on an off-host access node.

Exchange Legacy Agents

Applies to: Exchange Compliance Archiver Agent, Exchange Public Folder Agent, Exchange Public Folder Archiver Agent

Caution

Make sure that you install the agent on a different computer than where you installed the CommServe host. Backup operations might fail if you install both the agent and the CommServe host on the same computer.

In both a clustered and non-clustered environment, you can install the agent using either of the following locations:

  • On-host: The package is installed directly onto the Exchange server. Use this location if your hardware resources are limited. However, an on-host location places a high load on the server's memory and processor.

  • Off-host: The package is installed on a separate computer that is in the same domain as the Exchange server. Use this location to relieve memory and resource processing load from the Exchange server.

Note

If you use a clustered environment, you must install the agent either on the physical nodes of the cluster where the Exchange server is installed, or on a separate physical node that is connected to the server.

Preconfigure the Exchange Server

Perform the required tasks on the Exchange server.

Gather Installation Data

Refer to the items in this section to gather the information that you will need during the installation. Record the information before you begin installing the software, so you can refer to it during the installation.

You can install the agent using either the CommCell Console or the installation package created by the Download Manager. Any item that applies to only one of these installation methods is noted.

Commvault Package to Install

Install the Exchange package, which is under the Applications category.

Note

The File System Core package and the File System package are automatically installed with the package that you selected. The File System Agent is not displayed in the CommCell Console and does not consume any licenses.

To configure the File System Agent on your client, right-click the client computer, point to All Tasks, and then click Create File System Agent. The File System Agent will consume a license, and you can back up the file system content on your client computer.

To gather the required information for the File System Agent, refer to the Gather Installation Data section in the Preinstallation Checklist for the Windows File System Agent.

Client Computer Details

If the File System Agent, or another package, is already installed on the computer, you are not required to gather all the computer details again. The level of detail depends on how the package you selected is installed, as follows:

  • For installations using the CommCell Console, the installation program requests only the name of the client computer.

  • For installations using the installation package, the installation program reads the details from the previous installation.

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