Prerequisites

Microsoft Outlook Requirements

Microsoft Outlook 2007, 2010, or 2013.
Either of the following:
- For Microsoft Outlook 32-bit installation, install the 32-bit version of the agent.
- For Microsoft Outlook 64-bit installation, install the 64-bit version of the agent.
  Notes
  - Use only the traditional Windows Installer-based (MSI) method to install Microsoft Office. Other methods, such as Click-to-Run, are not supported.
  - If you archive PST files, you must install the 64-bit version of the agent.

If you locate the agent on an off-host proxy computer, do the following:

Make sure that the proxy computer is added to the same domain where the Exchange server is located.
Install Microsoft Outlook 2007 or later on the off-host proxy computer so that the software drivers that are required for the agent to function in an off-host proxy configuration are installed.

Assigning Full Access to Service Accounts

Applies to: Exchange 2007, Exchange 2010, or Exchange 2013

The service account must have:

Full access-rights to all mailboxes on the server.
Owner rights to the public folder.

The service account must be a member of:

The Organization Management group (Exchange 2010 or later) or the Exchange Organization Administrators group (Exchange 2007).
The Local Administrator Group on the proxy servers.

If the agent is located on an off-host proxy computer, the service account must be in the Local Administrator Group on the proxy computer.

Procedure

Note

Disclaimer: This procedure is performed using the Microsoft ADSI Edit snap-in. The snap-in is subject to change without notice. Consult the Microsoft documentation before you perform this procedure.

From the ADSIEDIT snap-in, connect to the domain controller.
In Connection Settings, click Select a well known Naming Context and select Configuration from the list.
Expand Services > Microsoft Exchange.
Right-click the appropriate organization name, and then click Properties.

The Properties dialog box appears.
Click the Security tab.
Under Permissions, verify that all the permissions for the Organization Management group (Exchange 2010 or later) or the Organization Administrators group (Exchange 2007) are set to Allow.

Tip

Selecting the Allow for Full Control check box selects Allow for all the permissions. The Deny check box for all permissions must be cleared.
Click OK, and then wait for replication.
To grant Receive As permissions to the service account, open Exchange Management Shell (Exchange PowerShell), and then type the following cmdlet:
```
 
Get-MailboxDatabase | Add-ADPermission -user "<service account>" -ExtendedRights Receive-As
```
You must include the Receive As permissions to protect archive mailboxes and journal mailboxes.

Exchange Server 2013 Requirements

Setting the Throttling Policy

Before you run backups, verify that Microsoft Outlook is running on the client computer and that it is configured to use the same user that is specified in the mailbox agent properties.
On each Exchange server with a Client Access Server (CAS) role:
1. In PowerShell, run the following command:
```
 
Set-OutlookAnywhere –identity "<Exchange Client Access Server name>\rpc (Default Web Site)" -InternalClientAuthenticationMethod ntlm
```
2. In Windows, open the Command Prompt window, and then run IISRESET.
To manage the performance of your Exchange environment and to enforce connection bandwidth limits, set the following throttling policy:
1. In Windows, on the taskbar, click Start, and then click All Programs > Microsoft Exchange Server version_number.
2. Click Exchange Management Shell.
3. Run the following commands:
```
New-ThrottlingPolicy CVThrottlingPolicy
```
```
Set-ThrottlingPolicy CVThrottlingPolicy -RCAMaxConcurrency unlimited -RcaMaxBurst unlimited -RcaRechargeRate unlimited -RcaCutoffBalance unlimited –IsServiceAccount:$true
```
```
 
Set-Mailbox <service account> -ThrottlingPolicy CVThrottlingPolicy
```
  Where:
  
  service account is the Exchange Administrator Service Account.
For the throttling policy to take effect immediately, restart the Exchange RPC service.

Note

If the Exchange Remote Procedure Call (RPC) service is not restarted, it might take the throttling policy up to two hours to take effect.

Configuring Exchange Server 2013 for Backups

If you use Exchange Public Folder Agent or Exchange Public Folder Archiver Agent for Exchange Server 2013, you must:

create a profile for backup operations
add Public Folders to the new profile in Outlook
set the CreateProcessSpecificProfile additional setting for the Public Folder client.

Creating a Profile for Backup Operations

In Windows, open the Control Panel, and then click Mail.

The Mail Setup dialog box appears.
Click Show Profiles.

The Mail dialog box appears.
Click Add.

The New Profile dialog box appears.
Type the name of the new profile, and then click OK.

The Add New Account wizard appears.
Make sure that E-mail Account is selected, and then click Next.
Select the Manually configure server settings check box, and then click Next.
Clear the Use Cached Exchange Mode check box, and then click Finish.

The new profile name appears in the list in the Mail dialog box.
Click OK.

Adding Public Folders to the New Profile

Open Microsoft Outlook.
On your keyboard, press CTRL+6.

Public Folders is added to the new profile.

Setting the Additional Setting on the Public Folder Agent or Public Folder Archiver Agent Client

From the CommCell Console, expand Client Computers.
Right-click the appropriate client, and then click Properties.

The Client Computers Properties dialog box appears.
Click Advanced.

The Advanced Client Properties dialog box appears.
Click the Additional Settings tab.
If you have Exchange Public Folder Agent installed, set the additional setting.
1. Click Add.
  
  The Add Additional Settings dialog box appears.
2. In the Name box, type CreateProcessSpecificProfile.
3. From the Category list, select MSExchangePFAgent.
4. In the Value box, type 0.
5. Click OK.
If you have Exchange Public Folder Archiver Agent installed, set the additional setting.
1. Click Add.
  
  The Add Additional Settings dialog box appears.
2. In the Name box, type CreateProcessSpecificProfile.
3. From the Category list, select Exchange Public Folder Data Migrator.
4. In the Value box, type 0.
5. Click OK.
Click OK.

Exchange Server 2010 Requirements

To manage the performance of your Exchange environment and enforce connection bandwidth limits, set the throttling policy.

Procedure

On the Exchange Server, from the Windows Start menu, click All Programs > Microsoft Exchange Server 2010.
Click Exchange Management Shell.

Type the following commands:

New-ThrottlingPolicy –name CVThrottlingPolicy

Set-ThrottlingPolicy –identity CVThrottlingPolicy –RCAMaxConcurrency $null –RCAPercentTimeInAD $null –RCAPercentTimeInCAS $null –RCAPercentTimeInMailboxRPC $null

Set-Mailbox –Identity <service account> –ThrottlingPolicy CVThrottlingPolicy

Where:

service account is the Exchange Administrator Service Account.

For the throttling policy to take effect immediately, restart the Exchange Remote Procedure Call (RPC) service.

Note

If the Exchange RPC service is not restarted, it might take the throttling policy up to two hours to take effect.