Loading...

Getting Started with the Case Manager for Exchange Mailboxes

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.

Note: Linux MediaAgent is not supported.

Install the following packages on all MediaAgents that will be used with Case Manager:

Step 2: Register the Exchange Server Domain as a Name Server

When you register the Exchange server domain, select Active Directory as the directory type. For information about registering a domain, see Registering or Adding Domain Controllers.

Step 3: Verify Index Server Availability

You can use an existing Index Server with Case Manager, or you can install the Index Store package and then create an Index Server to use specifically with Case Manager. The Index Server content indexes data and performs the PII analysis.

To create an Index Server to use specifically with Case Manager, review the system requirements, and then install the the Index Store package on a computer that meets the requirements. Use this computer to create an Index Server in the data classification plan.

Step 4: Create Plans

A case in Case Manager requires a server 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 plan defines the storage location for the backup data and the RPO (recovery point objective).

Data Classification Plan

  • Create a data classification plan, and then give Case Manager users access to the plan.
    • When you create a data classification plan, from the Target app list, select Case manager. You must also enable content search, and then select the Metadata and content option.

      For information, see Creating Data Classification Plans.

    • To give Case Manager users access to the data classification plans, assign Plan Subscription Role to the Case Manager user:

      From the navigation pane, go to Manage > Plans. Open the data classification plan, and in the Security section, click Edit. Type the Case Manager user, select Plan Subscription Role, and then click Add.

Server Plan

  • Create a server plan, and then give Case Manager users access to the plan.
    • When you create a server 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.

      For information, see Creating a Server Plan.

    • To give Case Manager users access to the server plans, assign Plan Subscription Role to the Case Manager user:

      From the navigation pane, go to Manage > Plans. Open the server plan, and in the Security section, click Edit. Type the Case Manager user, select Plan Subscription Role, and then click Add.

Step 5: Assign Required Permissions

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

  1. Create a role that includes the following permissions:
    • Browse
    • Compliance Search
    • View
    • Agent Management
    • Data Protection/Management Operations
  2. Create a server group that includes the following servers:
    • MediaAgents used in the server plan
    • Exchange Virtual server
    • Web Server
    • Index Server
  3. Associate the role and the users or user groups with the server group:

    From the navigation pane, go to Manage > Server groups. Open the server group, and in the Security section, click Edit. Type the Case Manager user or user group, select the role, and then click Add.

Last modified: 8/27/2020 3:41:28 PM