Step 1: Review Requirements
Refer to the following information to learn more about the requirements for the Exchange Mailbox Agent:
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:
Step 3: Install the Exchange Package
Install the Exchange package on each access node.
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Plan the Installation on Windows Computers
Review the general guidelines, which include configurations that your computer might need before the installation.
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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.
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Select the installation method that is most appropriate for your environment.
Note
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On the ContentStore mail server access node, install the .NET Framework 4.6.2 or a more recent version.
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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.
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Step 4: 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
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Create the Exchange Mailbox client, and associate mailboxes with the subclient based on the server environment that you use:
Configuring a Journal Mailbox Environment
Configuring a ContentStore Mailbox Environment
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Configure the Commvault software
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Configure the Exchange server.
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Create a remote domain.
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Create a mail contact.
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Create a Send connector.
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Create journal rules.
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Step 6: Schedule Backups
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Encrypt the data for transmission over non-secure networks or non-secure storage media.
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Configure alerts and notifications so that you are notified of events that require attention.