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EMC® EmailXtender®Version 4.8

User Cache

INSTALLATION AND ADMINISTRATION GUIDEP/N 300-008-573 A03

MAY 2009

(FOR USE WITH OFFLINE ACCESS CLIENT)

EMC CorporationCorporate Headquarters:

Hopkinton, MA 01748-9103

1-508-435-1000www.emc.com

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Copyright © 2005 - 2009 EMC Corporation. All rights reserved.Published May, 2009

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EMC EmailXtender 4.8 User Cache Installation and Administration Guide (for Offline Access Client)

Contents

Preface.............................................................................................................................. 7

Chapter 1 IntroductionBenefits and features ........................................................................ 12Architecture ....................................................................................... 14

Offline Access............................................................................. 14Front-end server components and processes ........................ 16Synchronization process........................................................... 17

Best practices ..................................................................................... 18When to create shortcuts .......................................................... 19How many users to roll out at the same time........................ 19

Chapter 2 Installing Front-End Server SoftwareEnvironment and configurations.................................................... 22

Required environment .............................................................. 22Synchronize server and client computer clocks .................... 22Using network load balancers ................................................. 23

EMC User Cache front-end requirements ..................................... 24Hardware requirements ........................................................... 24Software requirements.............................................................. 24

Interactively installing the EMC User Cache server software.... 26About the destination folders .................................................. 26Procedure: Interactively installing EMC User Cache server software....................................................................................... 27EMC prerequisite wizard ......................................................... 29EMC User Cache server installation wizard.......................... 32

Silently installing the EMC User Cache server software ............ 39Prerequisites and recommendations ...................................... 39

EMC EmailXtender 4.8 User Cache Installation and Administration Guide (for Offline Access Client) 3

Contents

Overview of procedure............................................................. 39Optional command line arguments ........................................ 40Examples: Command Lines ..................................................... 40Disabling the reboot prompt.................................................... 41

Verifying Web site on User Cache server ...................................... 42Verifying EMCRetriever Web site........................................... 42Verifying Authenticated Users group .................................... 46Verifying EMCRetriever application pool ............................. 47

Enabling GZip compression............................................................ 49Considerations ........................................................................... 49Enabling compression............................................................... 49Verifying GZip compression ................................................... 51

Services............................................................................................... 52Windows services...................................................................... 52Web service................................................................................. 53

Logging .............................................................................................. 55Installation logs.......................................................................... 55Other logs ................................................................................... 55

Configuring access to EmailXtender servers ................................ 57Defining EmailXtender servers in Active Directory ............ 57Defining EmailXtender servers in the registry...................... 57

Upgrading the EMC User Cache server application ................... 59Using the Upgrade wizard....................................................... 59

Maintenance and troubleshooting ................................................. 62Repairing the installation ......................................................... 62Uninstalling EMC User Cache server software .................... 65

Chapter 3 Installing the EMC SourceOne Offline Access ClientClient computer requirements........................................................ 70

Synchronize server and client computer clocks.................... 70Hardware requirements ........................................................... 70Software requirements.............................................................. 70

Security best practices ...................................................................... 72About Windows Firewall................................................................. 73About McAfee anti-virus software................................................. 73Deploying Offline Access in an enterprise environment............ 74Using Offline Access in a mixed environment (EmailXtender and EMC SourceOne................................................................................ 75Silently uninstalling User Cache client.......................................... 76Interactively installing EMC SourceOne Offline Access client .. 76

InstallShield wizard .................................................................. 78EMC SourceOne Offline Access client installation wizard . 79

EMC EmailXtender 4.8 User Cache Installation and Administration Guide (for Offline Access Client)4

Contents

Silently installing EMC SourceOne Offline Access client ........... 90Configuring Offline Access in a multi-user computer environment....................................................................................... 96Configuring group policy for Offline Access................................ 97

Adding the Offline Access administrative template to Group Policy Editor ............................................................................... 97Overview: Configuring Offline Access settings .................... 99Enabling/disabling Offline Access ....................................... 100Configuring the maximum age of messages to cache ........ 101Configuring the maximum cache size .................................. 102Showing/hiding the Offline Access icon in the system tool tray ............................................................................................. 103Configuring the location of the cache database................... 104Configuring the resynchronization frequency .................... 105Configuring the types of messages to cache ........................ 106Configuring the minimum age of messages to pre-cache.. 107Configuring HTTP server settings ........................................ 108Configuring TCP server settings ........................................... 110Configuring delay for Requesting Message (Cancel) dialog box .............................................................................................. 112Configuring log files................................................................ 113

Registry entries ................................................................................ 116Registry entries created during installation and operation ...... 116Registry entries modified during installation...................... 130

Maintenance and troubleshooting................................................ 131Incompatibility with EmailXtender Shortcut COM Add-in ..... 131Updating server settings after EMC SourceOne Offline Ac-cess installation......................................................................... 131Uninstalling EMC SourceOne Offline Access client software.. 132Re-enabling the EmailXtender Shortcut COM Add-In ...... 132About failover behavior .......................................................... 133

Index .............................................................................................................................. 135

5EMC EmailXtender 4.8 User Cache Installation and Administration Guide (for Offline Access Client)

Contents

EMC EmailXtender 4.8 User Cache Installation and Administration Guide (for Offline Access Client)6

Preface

As part of an effort to improve and enhance the performance and capabilities of its product line, EMC from time to time releases revisions of its hardware and software. Therefore, some functions described in this document may not be supported by all revisions of the software or hardware currently in use. For the most up-to-date information on product features, refer to your product release notes.

If a product does not function properly or does not function as described in this document, please contact your EMC representative.

Audience This guide is intended for use by system administrators of EMC EmaiXtender 4.8 SP1 during installation and setup of the the EMC EmaiXtender User Cache front-end server (version 1406 or higher) and the EMC SourceOne Offline Access client application.

Organization This guide contains the following chapters and appendix:

◆ Chapter 1, “Introduction”

◆ Chapter 2, “Installing Front-End Server Software”

◆ Chapter 3, “Installing the EMC SourceOne Offline Access Client”


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Preface

Relateddocumentation

Related documents include:

◆ EMC SourceOne Email Management 6.5 Offline Access User Guide

◆ EMC SourceOne Email Management 6.5 Offline Access Release Notes

Conventions used inthis document

EMC uses the following conventions for special notices.

Note: A note presents information that is important, but not hazard-related.

CAUTION!A caution contains information essential to avoid data loss or damage to the system or equipment.

An important notice contains information essential to operation of the software.

WARNING

A warning contains information essential to avoid a hazard that can cause severe personal injury, death, or substantial property damage if you ignore the warning.

DANGER

A danger notice contains information essential to avoid a hazard that will cause severe personal injury, death, or substantial property damage if you ignore the message.

Typographical conventionsEMC uses the following type style conventions in this document:

Normal Used in running (nonprocedural) text for:• Names of interface elements (such as names of windows,

dialog boxes, buttons, fields, and menus)• Names of resources, attributes, pools, Boolean expressions,

buttons, DQL statements, keywords, clauses, environment variables, filenames, functions, utilities

• URLs, pathnames, filenames, directory names, computer names, links, groups, service keys, file systems, notifications

Bold: Used in running (nonprocedural) text for:• Names of commands, daemons, options, programs,

processes, services, applications, utilities, kernels, notifications, system call, man pages


Preface

Where to get help EMC support, product, and licensing information can be obtained as follows.

Product information — For documentation, release notes, software updates, or for information about EMC products, licensing, and service, go to the EMC Powerlink website (registration required) at:

http://Powerlink.EMC.com

Technical support — For technical support, go to EMC Customer Service on Powerlink. To open a service request through Powerlink, you must have a valid support agreement. Please contact your EMC sales representative for details about obtaining a valid support agreement or to answer any questions about your account.

Your comments Comments and suggestions about our product documentation are always welcome.

Used in procedures for:• Names of interface elements (such as names of windows,

dialog boxes, buttons, fields, and menus)• What user specifically selects, clicks, presses, or types

Italic: Used in all text (including procedures) for:• Full titles of publications referenced in text• Emphasis (for example a new term)• Variables

Courier: Used for:• System output, such as an error message or script • URLs, complete paths, filenames, prompts, and syntax when

shown outside of running text

Courier bold: Used for:• Specific user input (such as commands)

Courier italic: Used in procedures for:• Variables on command line• User input variables

< > Angle brackets enclose parameter or variable values supplied by the user

[ ] Square brackets enclose optional values

| Vertical bar indicates alternate selections - the bar means “or”

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... Ellipses indicate nonessential information omitted from the example


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Preface

To provide feedback:

1. Go to:

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2. Click the Feedback link.



1Invisible Body Tag

This chapter contains the following sections:

◆ Benefits and features.......................................................................... 12◆ Architecture ........................................................................................ 14◆ Best practices....................................................................................... 18

For end-user information, refer to the EMC SourceOne Email Management 6.5 Offline Access User Guide or online help.

For information about installing and configuring the User Cache front-end server software, refer to Chapter 2, Installing Front-End Server Software.

For information about installing and configuring the Offline Access client application, refer to Chapter 3, Installing the EMC SourceOne Offline Access Client.

Introduction

Introduction 11

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Introduction

Benefits and featuresEMC EmailXtender 4.8 User Cache front-end server and EMC SourceOne Email Management Offline Access client application provide:

◆ User access to archived email, online or off-line

◆ Increased performance when users access email from remote locations

◆ Significant reduction in network traffic, and reduction in load on Exchange servers and EmailXtender servers, by caching data locally

◆ Reduced Help Desk calls concerning email inaccessibility

◆ Improved efficiency in the handling of shortcut messages and attachments

The User Cache front-end server and Offline Access client application work with the 4.8 SP1 versions of EmailXtender and EmailXtender Archive Edition.

You can configure Offline Access using either the Group Policy Object (GPO) settings or registry settings.

Offline Access users can configure settings in Outlook > Tools > Options > EMC SourceOne tab, as described in the EMC SourceOne Email Management Offline Access User Guide.

To configure Offline Access in a multi-user computer environment, you must use either GPO or custom logon scripts that deploy a registry file. Refer to “Configuring Offline Access in a multi-user computer environment” on page 96.

User experience Offline Access provides a seamless experience to the user when retrieving shortcut messages in Outlook. In addition, you can configure Offline Access to cache messages on users’ hard drives so that users can retrieve messages when they are not connected to the network. No user training is required. Offline Access provides:

◆ Automatic synchronization and caching

◆ Instant resolution of shortcut email

◆ Preview pane working fully with shortcutted messages

◆ Ability to open attachments directly from the preview pane


1Introduction

Secure local cache The Offline Access client application uses Berkeley DB to store messages, not PST files.

The database is less susceptible to data corruption than PST files.

Messages stored in the database are encrypted.

The database has a limit greater than 100 TB.

Support for Exchangeand Outlook

User Cache/Offline Access supports:

◆ Exchange 2003 and 2007 servers

◆ Outlook 2003 and 2007 clients

Messages are deleted from the cache upon user deletion or based on archive retention policy.

Support for WindowsVista

The Offline Access client application is compatible with Windows Vista.

Cache management The administrator and the user can manage the cache by specifying:

◆ Maximum cache size (in MB)

◆ Cache retention period (for example, 1 year)

Benefits and features 13

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Introduction

ArchitectureRefer to:

◆ “Offline Access” on page 14

◆ “Front-end server components and processes” on page 16

◆ “Synchronization process” on page 17

Offline AccessThe following diagram illustrates how the Offline Access client components work with Microsoft Outlook and the EmailXtender 4.8 User Cache front-end server.

Figure 1 EMC SourceOne Offlline Access architecture


1Introduction

How Offline Accessworks

Offline Access works in the following way:

1. Shortcut messages are created in the user’s mailbox on the Exchange server and replicated to the OST file on the user’s computer.

2. The Offline Access Agent on the user’s computer synchronizes the user’s cache with the OST file.

3. After initial synchronization with the OST file, the user’s cache contains the contents of shortcut messages.

4. The Offline Access Extension on the user’s computer intercepts user requests to open messages.

5. If the messages are not in the user’s cache, then the Request Processor re-caches messages from the EmailExtender 4.8 server.

Offline Access Agent The Offline Access Agent on the client computer:

◆ Pre-caches messages to be shortcut.

◆ Backfills existing shortcuts (if necessary).

◆ Removes cached items that no longer exist in the user’s mailbox.

◆ Ensures that the cache size is within a few percentage points of the configured. maximum.

Offline AccessExtension

The Offline Access Extension on the user’s computer intercepts events: Read, Open, Reply, Forward, and Copy.

Compact component When the user selects the Compact option, the Compact component frees unused disk space. Compacting the cache does not compress data.

Content disposition When EmailXtender 4.8 executes corporate retention policy, specific content is deleted from EmailXtender 4.8 and Exchange servers.

EMC SourceOne Offline Access detects the changes and removes orphaned content from the user’s cache.

Architecture 15

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Introduction

Front-end server components and processesThe User Cache front-end server includes:

◆ .NET Web service running in IIS

◆ A set of COM services running at OS level

The User Cache front-end is a stateless box.

It can coexist on the same box as an OWA front-end.

Server IIS configurationUser Cache server software runs in own virtual directory, which provides the ability for.

◆ Multiple virtual directories on single computer

◆ Primary (internal) and secondary (external) URLs on same computer

User Cache Server runs in own IIS application pool, which:

◆ Provides full isolation of the User Cache retriever process.

◆ Leverages IIS settings to control User Cache CPU use and bandwidth.

◆ Leverages uptime tools such as auto-restart.

The User Cache server install creates the virtual directory and application pool.

Repository LocatorThe Repository Locator service looks for all EmailXtender servers in the enterprise, using queries based on Active Directory.

Refer to “Configuring access to EmailXtender servers” on page 57.

Document Request ProcessorThe Document Request Processor (DRP) is responsible for all interactions between the client and EmailXtender servers.

The DRP:

◆ Understands different incoming priority levels of requests.


1Introduction

◆ Understands there are times when back ends cannot keep up with clients, and throttles the requests at the "pending queue."

◆ Prevents the submitted queue (requests passed to EmailXtender servers) from growing too large.

Synchronization processSynchronization occurs between the user’s cache and Outlook:

◆ At initial load.

◆ At the interval specified in either:

• The Cache re-sync frequency setting in Offline Access Group Policy. Refer to “Configuring the resynchronization frequency” on page 105.

• Or, if the policy is not enabled, in the Resync frequency field in the Cache Settings dialog box (Outlook Options > EMC SourceOne tab > Cache Settings). Refer to the EMC SourceOne Email Management 6.5 Offline Access User Guide.

◆ When the user requests an on-demand sync by using the Update option.

Architecture 17

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Introduction

Best practicesThis section describes best practices for deploying and configuring Offline Access.

◆ Deploy the Offline Access client to all users before creating shortcuts in their mailboxes, particularly for users with Cached Exchange Mode enabled in Outlook. If you follow this recommendation, then Offline Access can build its local cache from Outlook’s cache without having to retrieve messages over the network.

◆ Set the Offline Access cache start time (Cache messages older than option) earlier than the start of the shortcut policy. During Offline Access synchronization, shortcuts must be retrieved from the archive server. If you follow this recommendation, then messages are copied from Outlook’s cache before they become shortcuts.

Also, provide a buffer of time for users returning to the office after an extended period, to ensure that messages are retrieved from Outlook’s cache.

For example, if shortcuts are created for messages older than 90 days, consider setting the Offline Access cache start time to 60 days so that messages will be copied to the cache 30 days before they become shortcuts.

◆ Set the maximum cache size large enough to hold the majority of messages within the cache period. If you follow this recommendation, then disconnected and remote users will have the messages in the local cache and will not have to retrieve them from the archive server.

By default after the initial installation, the maximum cache size is set to 20% of the free disk space. You can modify that percentage before you install Offline Access.

◆ Ensure that the setting for the Cache messages that option (All messages or Have attachments) matches the similar setting for the shortcut policy. If these settings do not match, then the Offline Access cache either caches more items than necessary or does not cache items that should be in the cache.

◆ If users do not enable Cached Exchange Mode in Outlook, then you may consider setting the Cache messages that option in Offline Access to Don’t cache any messages. Offline Access


1Introduction

creates a local cache file containing messages similar to Outlook’s cache. You may decide to not create a local cache for the same reason that Outlook is configured to not use a local cache file. Offline Access continues to operate, but every time a shortcut is accessed by the user, Offline Access must retrieve the message from the archive server.

Refer to the following topics:

◆ “When to create shortcuts” on page 19

◆ “How many users to roll out at the same time” on page 19

When to create shortcutsInstall the User Cache front-end server and the EMC SourceOne Email Management 6.5 Offline Access client application before you create shortcuts. Make sure you define the cache large enough so that remote users will not have missing older data.

After the users’ caches are filled, you can start creating shortcuts. When an end user attempts to launch a shortcut, the EMC SourceOne Offline Access client application will resolve it locally without going over the network. In a worst case scenario (a cache dump or unexpected reset), then either a VPN connection or local access to the corporate network is required to refill the cache.

How many users to roll out at the same timeWhen rolling out User Cache/Offline Access for the first time, the maximum number of user caches you can fill simultaneously before performance degrades is 150 per User Cache front-end server. At 150 users, the IIS server starts refusing connections, and the clients start using the secondary URL.

This is based on the following assumptions:

◆ An average of 300 shortcut emails per user requesting content from the server.

◆ In the Offline Access Group Policy, the Cache message type setting is All Messages. Refer to “Configuring the types of messages to cache” on page 106.

Best practices 19

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Introduction

Typically, it takes a couple of hours for a user cache to rebuild, depending on the number of messages in the user’s mailbox.

Monitor the number of connections coming into IIS; when they start dropping off, you can start pushing out the EMC SourceOne Offline Access client application to another group of users.

After the initial cache synchronization, you can support thousands of users per IIS server, if they all have their content cached locally.


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This chapter describes how to set up the EMC EmailXtender User Cache front-end server for use with the EMC SourceOne Offline Access client application in an EMC EmailXtender 4.8 SP1 environment.

This chapter contains the following topics:

◆ Environment and configurations..................................................... 22◆ EMC User Cache front-end requirements ...................................... 24◆ Interactively installing the EMC User Cache server software..... 26◆ Silently installing the EMC User Cache server software.............. 39◆ Verifying Web site on User Cache server........................................ 42◆ Enabling GZip compression ............................................................. 49◆ Services ................................................................................................ 52◆ Logging................................................................................................ 55◆ Configuring access to EmailXtender servers ................................. 57◆ Upgrading the EMC User Cache server application .................... 59◆ Maintenance and troubleshooting................................................... 62

For end-user information, refer to the EMC SourceOne Email Management 6.5 Offline Access User Guide.

For information about the client installation, refer to Chapter 3, Installing the EMC SourceOne Offline Access Client.

Installing Front-EndServer Software

Installing Front-End Server Software 21

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Installing Front-End Server Software

Environment and configurationsBefore you install the EMC User Cache front-end server software, refer to:

◆ “Required environment” on page 22

◆ “Synchronize server and client computer clocks” on page 22

◆ “Using network load balancers” on page 23

Required environmentRefer to the following topics:

◆ “Required servers” on page 22

◆ “EmailXtender custom recipient” on page 22

Required serversYou must have the following servers running in your environment:

◆ Exchange Server 2000, 2003, or 2007

◆ EmailXtender or EmailXtender Archive Edition 4.8 SP1 Server, version 4.81.655 or higher.

◆ EmailXtender User Cache front-end server software, version 1406 or higher. Refer to “EMC User Cache front-end requirements” on page 24 for additional requirements.

EmailXtender custom recipientThe User Cache Locator Service uses the EmailXtender custom recipient, defined in Active Directory, to locate the EmailXtender server.

For more information, refer to “Configuring access to EmailXtender servers” on page 57.

Synchronize server and client computer clocks

CAUTION!Synchronize server and client computer clocks, otherwise problems may occur.


2Installing Front-End Server Software

Using network load balancersYou can use a network load balancer in a EMC User Cache/Exchange configuration, but it is not required. The following network load balancers are supported for EMC User Cache:

◆ Cisco

◆ Microsoft - Refer to:

http://www.microsoft.com/technet/prodtechnol/windowsserver2003/technologies/clustering/nlbfaq.mspx

Setting session affinityIf you use load balancing, you must set the session affinity so that the user will be bound to a single server for the length of the session (typically 12 to 24 hours). This is a requirement for Exchange OWA 2003 when using Forms-based-authentication, to prevent users from being forced to re-authenticate every time they are switched between load balancers.

For Microsoft NLB, set the affinity to Single (the default) in the Network Load Balancing Properties dialog box > Port Rules tab > Add/Edit Port Rules dialog box.

Environment and configurations 23

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EMC User Cache front-end requirementsThis section lists the system requirements for the EMC User Cache front-end server:

◆ “Hardware requirements” on page 24

◆ “Software requirements” on page 24

You cannot install the EMC User Cache front-end server on an EmailXtender server, or on a computer hosting any other messaging product, such as an EMC Archive Services for Email worker server.

Recommendation: Install the EMC User Cache front-end server on a dedicated computer.

Hardware requirements

Memory The memory requirement for the EMC User Cache front-end server is highly dependent on the number of users.

The front-end server requires a minimum of 1 GB memory (recommended: 2 GB - 4 GB).

Hard drive The EMC User Cache front-end server requires a hard drive with a minimum of 250 GB.

Free disk space The front-end server must have a minimum of 5 GB of free disk space available for the message processing directory. Refer to “About the message processing (Work) folder” on page 27.

Software requirementsThis section describes the software required for the EMC User Cache front-end server:

◆ “Operating systems” on page 25

◆ “Other required software” on page 25



Operating systemsTable 2-1 lists the operating systems supported by the EMC User Cache server setup.

User Cache front-end softwareEmailXtender User Cache front-end server software, version 1406 or higher, is required to support the EMC SourceOne Offline Access client software.

Other required software

The User Cache front-end server uses MAPI, so install the server software on a computer with either Microsoft Exchange or Microsoft Outlook installed on it.

Table 2-2 lists the software that the installation program must find on the front-end server.

The EMC installation program determines if the Microsoft Web Services Enhancements (WSE) and Microsoft .NET Framework are on the front-end server. If they are not, on an English operatiing system only, the EMC

Table 2-1 Operating systems supported by EMC User Cache server setup

Operating system Version

Windows 2003 Enterprise Server, Standard Edition or Enterprise Edition

All versions, all SPs

Table 2-2 Other software required by EMC User Cache server setup

Software product / component Version

Microsoft Outlook (if Microsoft Exchange is not installed)

2000, XP, 2003, or 2007

Microsoft Exchange (if Outlook is not installed)

2000, 2003, or 2007

Microsoft Web Services Enhancements (WSE)

2.0 SP3 or greater

Microsoft .NET Framework 1.1 or greater

Microsoft IIS 6.0

EMC User Cache front-end requirements 25

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Prerequisite Installation Wizard installs them. For non-English operating systems, you must install all prerequisite software before installing User Cache front-end server software.

Interactively installing the EMC User Cache server softwareRefer to the following topics:

◆ “About the destination folders” on page 26

◆ “Procedure: Interactively installing EMC User Cache server software” on page 27

About the destination foldersDuring the interactive installation, you can change the default destination directories for software installation and message properties.


◆ “About the software installation folder” on page 26

◆ “About the message processing (Work) folder” on page 27

About the software installation folderAfter installation, the software installation folder includes all product components needed to function.

The default software installation folder is:

C:\Program Files\EMC Archive Services for Email

If you change this folder at installation, do not specify network drives, non-local disk drives, mapped drives, or any of the following protected operating system folders:

◆ C:\

◆ C:\Windows

◆ C:\InetPub

◆ C:\Documents and Settings



About the message processing (Work) folderThe message processing folder (also known as the Work folder or the directory cache) is used by User Cache Request Manager.

For the message processing folder, the install program:

◆ Determines which system disk drive qualifies as the best available drive (the "preferred" drive) for temporary message processing.

◆ By default, suggests the default message processing folder be located on that preferred drive.

To qualify as a preferred drive for message processing, the drive:

◆ Must not host Microsoft Windows (typically, the Windows drive is C:)

◆ Must be a local drive (not network drive or mapped drive)

◆ Must have a minimum of 5 GB disk space available

If no disk drive other than the one that hosts the primary Microsoft Windows drive (in most cases, C:) is available, that drive is selected as the drive to host the message processing folder.

If no disk drive meets the 5 GB (available) disk space minimum, an error message displays and the entire installation process is terminated.

An example of a message processing folder is:

E:/EMC Archive Services for Email/Work

Procedure: Interactively installing EMC User Cache server software

CAUTION!If you uninstalled the .NET framework V1.1 or WSE 2.0 SP3 before installing EMC User Cache, then the User Cache installer fails to properly detect that those products have been removed. If you manually uninstalled those products, then you must manually re-install them before installing User Cache.

Interactively installing the EMC User Cache server software 27

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These instructions are for a new installation. To upgrade an existing installation, refer to “Upgrading the EMC User Cache server application” on page 59.

An interactive install is one in which you use the installation wizard.

To install EMC User Cache server software interactively:

1. Outlook can be running during installation of the User Cache server software. However, you must restart Outlook after installation; otherwise, the installation is not complete.

2. Log on as administrator (local system administrator or user with local administrator privileges).

3. Download the install program from http://powerlink.emc.com.

4. Double-click ExUserCacheServerSetup.exe.

5. Do one of the following, depending on which wizard opens:

• If your computer does not have .NET Framework 1.1 or greater and/or Microsoft Web Services Enhancements (WSE) 2.0 SP3 installed, the Prerequisite Installation Wizard page opens. Continue to “EMC prerequisite wizard” on page 29.

Figure 2-1 Prerequisite Installation Wizard page





• If your computer has .NET Framework 1.1 or greater and Microsoft Web Services Enhancements (WSE) 2.0 SP3 already installed, the first Welcome page opens. Continue to “EMC User Cache server installation wizard” on page 32.

Figure 2-2 Welcome page 1

EMC prerequisite wizardThe EMC Prerequisite Wizard opens only if Microsoft .NET Framework 1.1 or greater and/or Microsoft Web Services Enhancements (WSE) 2.0 SP3 require installation on the target computer.

Figure 2-3 Prerequisite Installation Wizard page


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If .NET has ever been uninstalled on the front-end server, the EMC Prerequisite Wizard may have problems re-installing .NET, due to problems with the Microsoft .NET installation.

Both .NET and WSE installations performed by the EMC Prerequisite Wizard create log files in the Temp directory. Refer to those log files if problems occur during the installation of .NET or WSE.

To install prerequisite software:

1. On the Prerequisite Installation Wizard page, click Next.

The Ready To Install page displays the prerequisite software that will be installed to the server computer. The software listed depends on what is currently installed on the server computer.

Figure 2-4 Ready To Install page (Prerequisite Software)

2. Click Next to display the Installing Prerequisites page, which indicates the progress of the installation.



Figure 2-5 Installing Prerquisites page

Do not interrupt the installation.

3. When the Prerequisite Wizard Completed page indicates the prerequisite software installed successfully, click Finish.

Figure 2-6 Prerequisite Wizard Completed page

4. Continue to “EMC User Cache server installation wizard” on page 32.


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EMC User Cache server installation wizardThe first Welcome page opens while the server installation program initializes.


When initialization completes, the second Welcome page opens.


1. Click Next.

• If errors were detected that will prevent installation, the Installation Validation page opens.



Figure 2-9 Installation Validation page

If you try to install on the wrong operating system, only one message about that error appears.

Follow these steps:

a. Make a note of the errors listed.

b. Click Next to display the Installation Cancelled page.

Figure 2-10 Installation Cancelled page


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Follow these steps:

c. Click Finish.

d. Correct the errors, then run the installation wizard again.

• If no errors were detected, the License Agreement page opens.

Figure 2-11 License Agreement page

Follow these steps:

a. Read the license agreement and click Agree.

b. Click Next to display the Destination Folder page.

Figure 2-12 Destination Folder page



The Destination Folder page displays the default locations for both software installation and message processing. Refer to “About the software installation folder” on page 26 and “About the software installation folder” on page 26 for more information about these folders.

A different Destination Folder page (Figure 2-13) opens if another User Cache or Archive Services For Email installation is detected. This page displays the current software installation and message processing folder locations. You cannot change either location. This behavior ensures that multiple EMC installations remain in the same parent folder on the disk drive.

Figure 2-13 Destination Folder page - Archive Services for Email detected

2. To accept the default directories shown, click Next.

3. To specify a different directory in which to install EMC User Cache server software:

a. In the Software Installation Folder area, click Change to display the Change Current Destination Folder page.


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Figure 2-14 Change Current Destination Folder page

b. Browse to or create the software installation folder. Refer to “About the software installation folder” on page 26 for restrictions and guidelines.

c. Click OK.

The software installation folder you specified appears in the Destination Folder page.

4. To specify a different message processing directory:

a. In the Message Processing Folder area, click Change to display the Change Current Destination Folder page.

b. Browse to or create the message processing folder. Refer to “About the message processing (Work) folder” on page 27 for restrictions and guidelines.

c. Click OK.

The message processing folder you specified appears in the Destination Folder page.

5. Click Next to display the Ready To Install page.



Figure 2-15 Ready To Install page

6. Do one of the following:

• To review or change the information in previous pages, click Back.

• To cancel the installation, click Cancel.

• To begin the installation, click Install.

While the installation is taking place, the Installing Software progress page opens.

Figure 2-16 Installing Software page



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7. On the Installation Completed page, click Finish to exit the installation program.

Figure 2-17 Installation Completed page

If Outlook was running during the installation, restart Outlook.

The User Cache Server install program does not need to reboot the host computer unless MSI 3.1 was installed. MSI 3.1 is installed if it was not found during the installation process.



Silently installing the EMC User Cache server softwareYou can silently deploy the EMC User Cache server software across many desktops (for example, using Microsoft Systems Management Server) in an enterprise without manual steps or user intervention.

The silent installation uses the standard InstallShield parameters.

You can also use optional arguments to specify installation behaviors.


◆ “Prerequisites and recommendations” on page 39

◆ “Overview of procedure” on page 39

◆ “Optional command line arguments” on page 40

◆ “Examples: Command Lines” on page 40

◆ “Disabling the reboot prompt” on page 41.

Prerequisites and recommendations◆ Before performing a silent installation, you must install Microsoft

.NET Framework (1.1 or greater) and Microsoft Web Services Enhancements (WSE 2.0 SP3). Download them from the Microsoft Web site: http://www.microsoft.com.

◆ Highly recommended: All silent installation commands should include the log file argument (/L). Silent installations have no user interface, so there is no way to determine what went wrong when an installation fails unless you specify log file creation on the command line. Refer to “Examples: Command Lines” on page 40.

Overview of procedureOutlook can be running during installation of the User Cache server software.

To install silently:

1. At a command line prompt, runExUserCacheServerSetup.exe with arguments, for example:

C:>ExUserCacheServerSetup.exe /s /v"/qn REBOOT=ReallySuppress2. If Outlook was running during the installation, restart Outlook.

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Optional command line argumentsTable 2-3 lists the optional arguments you can add to the command line to further change install behavior.

Examples: Command Lines◆ To install silently taking all default input values:

C:>ExUserCacheServerSetup.exe /s /v"/qn

◆ To log status (highly recommended) when installing silently:

C:>ExUserCacheServerSetup.exe /v"/qn /L*v C:\EMC.log

◆ To specify installation location, use the INSTALLDIR argument:

C:>ExUserCacheServerSetup.exe /v"/qn /L*v C:\EMC.log INSTALLDIR="C:\EMC"

◆ If the installation folder has spaces in the folder name, use 3 quotes as shown:

C:>ExUserCacheServerSetup.exe /v"/qn /L*v C:\EMC.log INSTALLDIR="""C:\EMC Messaging"""

◆ To specify the log file, installation folder location and message processing folder:

C:>ExUserCacheServerSetup.exe /v"/qn /L*v C:\EMC.log INSTALLDIR="C:\EMC" EX_WORKDIR="C:\Temp"

Table 2-3 ExUserCacheServerSetup.exe - Optional Command Line Arguments

From Dialog Property Default Value Description/Example

Destination Folder INSTALLDIR InstallDir Directory in which to install User Cache server software.Example: C:\EMC

Destination Folder EX_WORKDIR Drive\InstallDir\Work\ Directory for use by the User Cache Request Manager. Refer to “About the message processing (Work) folder” on page 27.Example: D:\EMC\Work



Disabling the reboot promptThe User Cache Server install program does not need to reboot the host machine unless it installed MSI 3.1.

MSI 3.1 is installed if the target computer meets the MSI 3.1 installation requirements (dictated by the operating system and service pack) and it is not already installed.

MSI 3.1 provides support for future patches that can be uninstalled. It also includes the latest Windows installation technology and features.

To disable the prompt for a reboot, you can add REBOOT=ReallySuppress as an argument to the command line when starting the silent installation. If you want to use deployment solutions such as Microsoft SMS and you do not want target computers to reboot, then you must use the REBOOT=ReallySuppress command line argument.

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Verifying Web site on User Cache serverThe User Cache server install program creates the EMCRetriever Web site.

After installation, verify that the the EMCRetriever Web site exists and that its properties and permissions are set correctly.

Also verify the existence and properties of the EMCRetriever application pool.

Refer to the following sections:

◆ “Verifying EMCRetriever Web site” on page 42

◆ “Verifying Authenticated Users group” on page 46

◆ “Verifying EMCRetriever application pool” on page 47

Verifying EMCRetriever Web siteTo verify that the EMCRetriever Web site exists:

1. In Microsoft IIS Manager, expand the Web Sites > Default Web Site node.

Figure 2-18 EMCRetriever Web site

The EMCRetriever Web site should be listed in the left pane.

(For information on the EMCRetriever application pool, which is also listed in the left pane, refer to “Verifying EMCRetriever application pool” on page 47.)



The virtual directory associated with this web site is InstallDir\User Cache Server\DRP. The files installed to that directory are listed in the right pane.

2. Right-click the EMCRetriever node, then select Properties.

The EMCRetriever Properties dialog box opens.

3. In the Virtual Directory tab, verify the following settings:

• Read - selected

• Log visits - selected

• Execute permissions - set to Scripts only

• Application pool - set to EMCRetriever

Figure 2-19 Virtual Directory settings

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4. In the Documents tab, verify the following settings:

• Enable default content page - selected

• DRPWebService.asmx - in text box

Figure 2-20 Documents settings

5. In the Directory Security tab, click Edit in the Anonymous access and authentication control area.

Figure 2-21 Directory Security tab



6. In the Authentication Methods dialog box, verify the following settings:

• Enable anonymous access - clear

• Integrated Windows authentication - selected

The EMCRetriever Web site is configured to not allow anonymous access.

Figure 2-22 Authentication Methods dialog box

7. Click OK to close the Authentication Methods dialog box.

8. Click OK to close the EMCRetriever Properties dialog box.


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Verifying Authenticated Users groupTo verify that the Authenticated Users group exists and has proper permissions:

1. In Microsoft IIS Manager, right-click the EMCRetriever node under the Web Sites > Default Web Site node.

2. Select Permissions from the shortcut menu.

A dialog box appears, open to the Security tab. The title bar displays the path to the virtual directory, DRP.

3. In the Group or user names area, select Authenticated Users.

4. In the Permissions for Authenticated Users list, verify that only the following checkboxes in the Allow column are selected:

• Read & Execute

• List Folder Contents

• Read

Figure 2-23 Permissions for Authenticated Users group

5. Click OK to close the dialog box.



Verifying EMCRetriever application poolDuring the installation and repair process, the install program creates (or resets if repairing the installation) an application pool named EMCRetriever, and configures properties. Most properties take default values except where noted.

If these values get changed inadvertently, you can run the Repair wizard to reset all the AppPool and IIS settings to the correct values.

To verify that the EMCRetriever application pool exists and has the correct property values:

1. In Microsoft IIS Manager, expand the Application Pools node.

Figure 2-24 EMCRetriever Web site

The EMCRetriever application pool should be listed in the left pane.

The right pane should show that this application pool is associated with the Web site of the same name.

2. In the left pane, right-click the new EMCRetriever application pool node (Local_Computer > Application Pools > EMCRetriever), then select Properties.

The EMCRetriever Properties dialog box opens.

3. Verify that the properties on the Recycling tab are set as shown in Figure 2-25.

The application pool is set to recycle worker processes after 500,000 requests.


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Figure 2-25 EMCRetriever Properties (application pool) - Recycling tab

4. Verify that the properties on the Health tab are set as shown in Figure 2-26.

The Rapid Fail Protection option is disabled.

The startup and shutdown time limits are set to 180 seconds.

Figure 2-26 EMCRetriever Properties (application pool) - Health tab



Enabling GZip compressionIf appropriate for your environment, you can enable GZip compression.

ConsiderationsGZip compression works well for some file types (it is about as good as PKZip), but it may not be appropriate in your environment.

Consider the following:

◆ GZip only works through HTTP 1.1, so verify that this version of HTTP is used in your firewall.

◆ GZip makes the most sense for dialup users, where it can result in improvements on the order of 50%.

◆ GZip is useful only if your system deals with many compressible attachments.

For more information, refer to:

http://www.microsoft.com/windowsserver2003/iis/compression/

Enabling compressionTo enable GZip compression, in Internet Information Services (IIS) Manager:

1. In the left pane, right-click on the Web Sites node (Local_Computer > Web Sites).

2. Select Properties from the popup menu.

The Web Site Properties dialog box opens.

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Figure 2-27 Enabling GZip compression - Web Sites Properties - Service tab

3. On the Service tab, in the HTTP compression area:

• To enable compression for dynamic files, select Compress application files.

• To enable compression for static files, select Compress static files.

4. In the Temporary directory field, do one of the following to specify a directory in which to hold compressed static files until they change or expire:

• Enter the path to a local directory.

• Click Browse to locate a directory on the local drive.

The temporary directory must be on an NTFS–formatted partition, cannot be shared or compressed, and must have Full Control permissions for the EMCRetriever application pool.



5. Select a Maximum temporary directory size option:

• Unlimited

• Limited to (in megabytes) - Use to automatically delete the least recently used files from the temporary directory. Specify the maximum size in the field to the right. The recommended minimum for User Cache is 5 GB.

6. Click OK.

Verifying GZip compressionTo verify that GZip compression is working after you enable it, for the primary or secondary URL, use a network monitor (such as Microsoft Network Monitor or Mindreef SOAPscope) to look for the following line:

“Accept-Encoding” Header = GZip

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ServicesThis section describes the EMC User Cache services running on the front-end server:

◆ “Windows services” on page 52

◆ “Web service” on page 53

Windows servicesThree EMC User Cache processes run as Windows services.

The services need to run as "local system." This is the default when registering them.

Startup sequenceAll three User Cache services start automatically.

The services have a startup dependency order:

1. Request Processor

2. Repository Locator

3. Request Manager

Table 2-4 User Cache Server - Windows Services

Name Description

EMCRepositoryLocator Locator Service for the EMC EmailXtender® User Cache Server. Refer to “Repository Locator” on page 16 for more information.

EMCRequestManager Request Manager Service for the EMC EmailXtender User Cache Server. Manages the queueing of:• Document requests from clients• Items to return to clients

EMCRequestProcessor Request Processor Service for the EMC EmailXtender User Cache Server. Processes incoming document requests from clients. Refer to “Document Request Processor” on page 16 for more information.

When stopped, Request Processor may take several minutes to shut down.



This is a configurable option for Windows 2003 services, and is set by the installation program.

Shutdown sequenceIf you need to stop the User Cache services manually on the front-end server, stop them in this order:

1. Request Manager

2. Repository Locator

3. Request Processor - This service may take several minutes to stop.

Web serviceThis section describes the User Cache DRP Web Service, and includes the following topics:

◆ “About the Web service and .NET” on page 53

◆ “About the DRPWebService home page” on page 53

About the Web service and .NETThe DRP Web Service is .NET based.

This Web service does not start until it gets the first client request. Since the .NET framework is loaded at that time, the first client request to the EMC User Cache front-end takes a moment to execute.

It communicates with the Request Processor and Request Manager, which run as Windows services, described in “Windows services” on page 52.

After a period of inactivity, IIS unloads the .NET framework. Twenty minutes is the default, configurable in IIS. If you are running the EMC User Cache front-end server on an OWA front-end, OMA (Exchange mobile device support) may keep the framework loaded regardless of the interval you specified.

About the DRPWebService home pageThe home page for the DRPWebService is:

http://server/EMCRetriever/drpwebservice.asmx

where server is the computer name of the EMC User Cache front-end server.

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Figure 2-28 DRPWebService home page

Each client must be able to access the DRPWebService home page.



LoggingThis section includes the following topics:

◆ “Installation logs” on page 55

◆ “Other logs” on page 55

Installation logsThe EMC User Cache server installation creates the following log file:

EMC_UserCacheServerInstall.log

The installation log file is located in the temporary folder specified by the system variable %TMP%, which for Windows XP/2003 is typically:

Documents and Settings\User\Local Settings\Temp

Other logsThe EMC User Cache front-end server has:

◆ Error logging to the Windows Event log

◆ Trace logging to the file system, enabled by the registry keys.

Enable trace logging only with the guidance of an EMC representative, because it requires the editing of registry keys.

◆ .NET tracing for the Web service, as described in “Configuring Web Service Logging” on page 55

Configuring Web Service LoggingThis section describes:

◆ “Enabling Web service logging” on page 56

◆ “Enabling remote logging” on page 56

◆ “Viewing the Web service log” on page 56

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Enabling Web service loggingTo enable Web service logging, uncomment the following line in the web.config file, located in C:\Program Files\EMC Archive Services For Email\User Cache Server\DRP:

<trace enabled="true" requestLimit="10" pageOutput="false" traceMode="SortByTime" localOnly="true" />

Enabling remote loggingTo enable remote logging, set:

localOnly =“false”

Viewing the Web service logTo view the Web service log, point your browser to:

http://computer_name/EMCRetriever/trace.axd

This page provides on-server .NET debugging utilities.



Configuring access to EmailXtender serversThe User Cache Repository Locator service looks for all EmailXtender archive servers in the enterprise.

It bases its queries on Active Directory. Refer to “Defining EmailXtender servers in Active Directory” on page 57.

If you cannot query the EmailXtender servers through Active Directory, you must specify those servers in the registry. Refer to “Defining EmailXtender servers in the registry” on page 57.

Defining EmailXtender servers in Active DirectoryEmailXtender servers must be defined as custom recipients in Active Directory, so that the User Cache Repository Locator service can find them.

Defining EmailXtender servers in the registryIf you cannot specify EmailXtender servers in Active Directory, you must specify them in the registry:

On the User Cache front-end server, under HKLM\Software\EMC\EmailXtender\XtenderServers, create an entry for each EmailXtender server, with the following properties:

◆ Type is REG_SZ.

◆ Name is Servern, where n is a sequential digit starting at 1.

◆ Data is the name of the EmailXtender server.

An example of an entry is:

Server1 EXServerA

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Example

Figure 2-29 Example: HKLM\Software\EMC\EmailXtender\XtenderServers

Once the RequestProcessor is activated, it reads these entries for every request.

To deactivate an EmailXtender server, rename Servern to YYYServern.



Upgrading the EMC User Cache server applicationAn upgrade installs a newer version over an existing installation of an older version.

Not every build or version of EMC User Cache Server will support upgrades from the previous release. Read the release notes to determine the appropriate upgrade procedure.

Using the Upgrade wizardTo upgrade EMC User Cache server software interactively:

1. Outlook can be running during upgrade of the User Cache server software. Restart Outlook after the upgrade.


3. Download the install program from http://powerlink.emc.com.

4. Double-click the upgrade executable.

The Welcome page opens while the server upgrade program initializes.


When initialization completes, the Upgrade Wizard page opens.

Upgrading the EMC User Cache server application 59



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Figure 2-31 Upgrade Wizard page

5. Click Upgrade.




6. On the Upgrade Completed page, click Finish to exit the upgrade program.



Figure 2-33 Upgrade Completed page

7. If Outlook was running during the upgrade, restart Outlook.

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Maintenance and troubleshootingThis section includes the following topics:

◆ “Repairing the installation” on page 62

◆ “Uninstalling EMC User Cache server software” on page 65

Repairing the installationTo run the EMC User Cache Repair wizard on the server:

1. Outlook can be running during repair of the User Cache server software. Restart Outlook after repair.

2. Log on as administrator.

3. In the Windows Control Panel, select Add/Remove Programs.

4. Select EMC EmailXtender® 4.7 User Cache Server.

5. Click Change.

6. In the Support Info dialog box, click Repair.

The Welcome page opens while the client repair program initializes.

Figure 2-34 Repair - Welcome page

When initialization completes, the Maintenance Wizard page opens.



Figure 2-35 Repair - Maintenance Wizard page

7. Click Next to display the Program Maintenance page.

Figure 2-36 Repair - Program Maintenance page

8. Select the Repair option.

9. Click Next to display the Ready To Repair page.

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Figure 2-37 Repair - Ready To Repair page



• To cancel the repair, click Cancel.

• To begin the repair, click Install.

While the repair is taking place, the Installing Software progress page opens.

Figure 2-38 Repair - Installing Software page

Do not interrupt the repair.



After the repair process completes successfully, the Installation Repaired page opens.

Figure 2-39 Repair - Installation Repaired page

11. Click Finish to exit the repair wizard.

12. If Outlook was running during the installation, restart Outlook.

Uninstalling EMC User Cache server softwareTo uninstall EMC User Cache server software, run the EMC User Cache Server Uninstall wizard:

1. Outlook can be running during removal of the User Cache server software. Restart Outlook after uninstall.

2. Log on as administrator.


4. Select EMC EmailXtender® 4.7 User Cache Server.

5. Click Remove.

6. In the Support Info dialog box, click Remove.

The Welcome page opens while the client uninstall program initializes.


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Figure 2-40 Uninstall - Welcome page

When initialization completes, the Maintenance Wizard page opens.

Figure 2-41 Uninstall - Maintenance Wizard page

7. Click Next to display the Program Maintenance page.



Figure 2-42 Uninstall - Program Maintenance page

8. Select the Remove option.

9. Click Next to display the Remove the Program page.

Figure 2-43 Uninstall - Remove the Program page



• To cancel the uninstall, click Cancel.

• To begin the uninstall, click Remove.

While the uninstall is taking place, the Installing Software progress page opens.


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Figure 2-44 Uninstall - Installing Software page

Do not interrupt the uninstall.

After the uninstall process completes successfully, the Installation Wizard Completed page opens.

Figure 2-45 Uninstall - Installation Wizard Completed page

11. Click Finish to exit the uninstall wizard.

If Outlook was running during the installation, restart Outlook.


3Invisible Body Tag

This chapter contains the following sections:

◆ Client computer requirements ......................................................... 70◆ Security best practices ....................................................................... 72◆ About Windows Firewall.................................................................. 73◆ About McAfee anti-virus software .................................................. 73◆ Deploying Offline Access in an enterprise environment ............. 74◆ Interactively installing EMC SourceOne Offline Access client ... 76◆ Silently installing EMC SourceOne Offline Access client ............ 90◆ Configuring Offline Access in a multi-user computer environment

96◆ Configuring group policy for Offline Access................................. 97◆ Registry entries................................................................................. 116◆ Maintenance and troubleshooting................................................. 131

Installing the EMCSourceOne Offline

Access Client

Installing the EMC SourceOne Offline Access Client 69

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Installing the EMC SourceOne Offline Access Client

Client computer requirementsThis section lists the system requirements for the client computer on which you want to install the EMC SourceOne Offline Access client application.

◆ “Synchronize server and client computer clocks” on page 70

◆ “Hardware requirements” on page 70

◆ “Software requirements” on page 70

For the latest compatibility information, refer to the EMC Messaging Current Product Compatibility Guide.

Synchronize server and client computer clocks

CAUTION!Synchronize your client computer clock with the servers, otherwise problems may occur. Consult your System Administrator.

Hardware requirementsThe client computer must have:

◆ Disk space: minimum 200 MB free

◆ Memory:

• minimum 128 MB RAM

• recommended 256 MB RAM

Software requirementsThis section describes the software required for the client computer:

◆ “Operating systems” on page 71

◆ “Other required software” on page 71

◆ “Software altered by EMC SourceOne Offline Access” on page 72


3Installing the EMC SourceOne Offline Access Client

Operating systemsFor information about operating systems that are compatible with Offline Access, refer to the EMC Messaging Current Product Compatibility Guide.

Other required softwareTable 3-1 lists the software that the installation program must find on the client computer.

Refer to “Deploying Offline Access in an enterprise environment” on page 74 for the correct deployment sequence.

Regardless of the Microsoft operating system, EMC SourceOne Offline Access client requires Microsoft .NET 3.0.

The EMC SourceOne Offline Access client installation notifies you if any prerequisite software has not been installed. It does not install the prerequisite software.

If you are deploying EMC SourceOne Offline Access client using the silent install, you must install Microsoft .NET 3.0 before deploying EMC SourceOne Offline Access client.

CAUTION!After you install the Offline Access client, if you want to uninstall Outlook, you must uninstall the EMC SourceOne Offline Access client software first.

Table 3-1 Other client software required by EMC SourceOne Offline Access

Software Product / Component Version

Microsoft Outlook 2003 or 2007

Microsoft .NET Framework 3.0

Microsoft Web Services Enhancements (WSE)

2.0 SP3 Runtime

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Software altered by EMC SourceOne Offline Access Table 3-2 lists the software that the EMC SourceOne Offline Access installation program alters on the client computer.

Both products include a Shortcut COM add-in used to resolve shortcuts that is incompatible with the components used by the EMC SourceOne Offline Access Client application. If this Shortcut COM add-in is detected during installation, you will be notified and it will be disabled. To re-enable the COM add-in, refer to “Re-enabling the EmailXtender Shortcut COM Add-In” on page 132.

Security best practicesTo secure the client cache:

1. Use strong passwords for the user’s Windows account.

(Refer to http://www.microsoft.com for guidelines on creating and using strong passwords.)

2. Use a password-enabled screen saver. (Microsoft has a 15 minute policy.)

3. Secure the user’s hard drive with Windows encryption.

Table 3-2 Software altered by EMC SourceOne Offline Access

Software Product / Component Version

EmailXtender Client Install 4.7, 4.8, 4.81

EmailXtender Shortcut Add-in 4.7, 4.8, 4.81



About Windows FirewallWindows XP SP2 and Windows Vista include Windows Firewall, which is turned on by default. If you have problems accessing shortcutted emails, try turning off the default Windows firewall on your client computer. Refer to the following Microsoft article for details:

http://www.microsoft.com/windowsxp/using/security/internet/sp2_wfintro.mspx

About McAfee anti-virus softwareFor EMC SourceOne Offline Access to operate with McAfee VirusScan’s Buffer overrun protection for Outlook option, you must use either of the following versions:

◆ McAfee VirusScan 8.0i Patch 13

◆ McAfee VirusScan 8.5

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Deploying Offline Access in an enterprise environmentFor successful deployment of the Offline Access client application, you must perform all of the following steps in order:

1. If the User Cache client application is installed, uninstall it. Refer to “Silently uninstalling User Cache client” on page 76.

If you do not uninstall the User Cache client, then the Offline Access client installation will fail.

2. Install the prerequisites for the Offline Access client application. Refer to “Other required software” on page 71.

a. Install Microsoft .NET Framework 3.0.

b. Install Microsoft Web Services Enhancements (WSE) 2.0 SP3 Runtime.

Push out Microsoft .NET Framework 3.0 and Microsoft Web Services Enhancements (WSE) 2.0 SP3 Runtime through SMS, silent installation, or other deployment tool.

If it is not already installed, the Microsoft Visual Studio 2005 C++ Redistributable Package will be installed by both the Offline Access silent install and the installation wizard on English, French, Italian, German and Spanish language systems. For Chinese, Japanese, and Korean language systems, you must manually or silently install the redistributable package specific to the supported language.

3. To configure Offline Access in a multi-user computer environment, you must use either GPO or custom logon scripts that deploy a registry file. For information about Offline Access GPO and registry settings, refer to:

• “Configuring group policy for Offline Access” on page 97

• “Registry entries” on page 116

4. Install the Offline Access client application. Refer to “Silently installing EMC SourceOne Offline Access client” on page 90.



Using Offline Access in a mixed environment (EmailXtender and EMC SourceOne

To access EmailXtender messages in an environment in which EMC SourceOne is also installed, the following steps are recommended:

1. Map the EmailXtender archive folders to EMC SourceOne mapped folders. Refer to "Configuring Mapped Folders" in the EMC SourceOne Email Management 6.5 Administration Guide.

2. Configure Offline Access to use the EMC SourceOne TCP server settings. Refer to “Configuring TCP server settings” on page 110. You can also specify TCP server settings during installation of the Offline Access client and in the Offline Access user interface.

Refer to the EMC SourceOne Email Management 6.5 Installation Guide for additional information about installing Offline Access in an EMC SourceOne Email Management environment, including silent install arguments specific to that environment.

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Silently uninstalling User Cache clientIf you are deploying the Offline Access client application in an environment where User Cache is installed, you must uninstall the User Cache client application first.

Enter the following command on one line, with a space before /l*v:

MsiExec.exe /qn /x{53412F82-8F2F-4AAB-90CB-57E39E06308B}/l*v %temp%:\EMC_UC_uninstall.log

The GUID is the same regardless of the User Cache version, and the package source does not need to be available.

Interactively installing EMC SourceOne Offline Access client

CAUTION!Perform all prerequisite steps before installing the Offline Access client application. Refer to “Deploying Offline Access in an enterprise environment” on page 74.

An interactive install is one in which you use the installation wizard.

To install the EMC SourceOne Offline Access client application interactively:


2. Close Outlook.

3. If the User Cache client application is installed, uninstall it.

4. To access the Offline Access client setup program, do one of the following steps:

• Download the install program from the EMC FTP site.

• Consult your System Administrator.

5. Double-click ES1_OfflineAccess.exe.

6. Do one of the following steps, depending on which wizard opens:



• If the Microsoft Visual Studio 2005 C++ Redistributable Package is not already installed on an English, French, Italian, German or Spanish language system, then the InstallShield Wizard opens. (For Chinese, Japanese, and Korean language systems, you must manually or silently install the redistributable package specific to the supported language.) Continue to “InstallShield wizard” on page 78.

Figure 3-1 InstallShield Wizard

• If the Microsoft Visual Studio 2005 C++ Redistributable Package is already installed, the first Welcome page opens. Continue to “EMC SourceOne Offline Access client installation wizard” on page 79.

Figure 3-2 Welcome Page 1

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InstallShield wizardThe InstallShield wizard installs the Microsoft Visual C++ 2005 SP1 Redistributable Package (x86). This includes DLLs that Offline Access requires.

Figure 3-3 InstallShield Wizard

1. To install the package, click Install.

The InstallShield Wizard page indicates that the package is being installed.

Figure 3-4 InstallShield Wizard - installing redistributable package



After the package has been installed, the EMC SourceOne Offline Access wizard opens.

2. Continue to “EMC SourceOne Offline Access client installation wizard” on page 79.

EMC SourceOne Offline Access client installation wizardThe first Welcome page opens while the client installation program initializes.


When initialization completes, the second Welcome page opens.



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1. Click Next.

2. Depending on the page that opens next, continue to the appropriate step:

• Installation Validation page - Continue to step 3.

• Incompatible Component Handler page - Continue to step 4.

• Destination Folder page - Continue to step 5.

3. If errors were detected that will prevent installation, the Installation Validation page opens.

Figure 3-7 Installation Validation page

Follow these steps:

a. Make a note of the errors listed.

b. Click Next to display the Installation Cancelled page.



Figure 3-8 Installation Wizard Cancelled page

Follow these steps:

c. Click Finish.

d. Correct the errors, then run the installation wizard again.

4. If you have the EmailXtender 4.8 SP1 Client or the EmailXtender 4.8 SP1 Shortcut Add-in installed (as described in the EMC EmailXtender 4.8 SP1 Installation Guide), the Incompatible Component Handler page opens.

Both the EmailXtender 4.8 SP1 Client and the EmailXtender 4.8 SP1 Shortcut Add-in include a shortcut COM add-in that is incompatible with components used by EMC SourceOne Offline Access. If this Shortcut COM add-in is detected, you are notified and it is disabled by the EMC SourceOne Offline Access installation. (Refer to “Re-enabling the EmailXtender Shortcut COM Add-In” on page 132).

This page is informational only.

Click Next.

5. If no errors were detected, then one of two versions of the Destination Folders page opens.


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Figure 3-9 Destination Folders page

If other EMC SourceOne software is installed on your computer, or if a previous version of Offline Access is installed, then the Change button is not available and you cannot change the installation directory.

If other EMC SourceOne software is not installed on your computer, or if a previous version of Offline Access is not installed, then the Change button is available, and you can change the installation directory. To specify a non-default directory in which to install EMC SourceOne Offline Access client software:

a. Click Change to display the Change Current Destination Folder page.



Figure 3-10 Change Current Destination Folder page

b. Browse to or create the destination folder.

You cannot install EMC SourceOne Offline Access Client in the following protected operating system folders: C:\Windows, C:\WinNT, C:\InetPub.

c. Click OK.

The destination you specified appears in the Destination Folders page.

6. (Optional) To specify a non-default location for the cache, on the Destination Folders page:

a. Click Advanced to display the Advanced Settings page.

If the cache location has been configured in the Offline Access Group Policy, then you cannot specify a cache location on the Advanced Settings page.

You should not specify any of the following folders as the cache location: C:\Windows, C:\WinNT, C:\InetPub, C:\Program Files.


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Figure 3-11 Advanced Settings page

b. On the Advanced Settings page, click Change.

Figure 3-12 Change Cache Folder Location page

c. Select the location for the cache.

If you do not specify a location, the cache will be installed to the default location for the user, C: \Documents and Settings\User\Application Data\EMC\.

d. In the Advanced Settings page, click OK.

7. In the Destination Folders page, click Next to display the Server Settings page.



The Server Settings page does not display if you already specified server settings in the Offline Access Group Policy, as described in “Configuring HTTP server settings” on page 108 and “Configuring TCP server settings” on page 110.

8. On the Server Settings page, select one of the following options to specify the type of archive server that you use:

• EMC SourceOne (for EMC SourceOne Email management environments only)

• EMC EmailXtender (for EMC EmailXtender environments only)

The Server Settings page changes, depending on the archive server type that you selected.

Figure 3-13 Server Settings page - EMC SourceOne


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Figure 3-14 Server Settings page - EMC EmailXtender

9. (For EMC SourceOne Email Management environments only) If you selected EMC SourceOne as the archive server type, on the Server Settings page:

a. In the Real-time message retrieval server field, specify the name of the EMC SourceOne server that is hosting the Document Management Service.

b. In the Real-time message retrieval server: Port field, specify the primary port of the EMC SourceOne server that is hosting the Document Management Service. The default value is 8001.

The real-time message retrieval server and port must be specified so that messages can be retrieved by the Offline Access Extension.

c. In the Synchronization (backfill) server field, specify the name of the EMC SourceOne server that is hosting the Document Management Service.

d. In the Synchronization (backfill) server: Port field, specify the secondary port of the EMC SourceOne server that is hosting the Document Management Service. The default value is 8002.

The synchronization (backfill) server and port must be specified so that the Offline Access Agent can populate your Offline Access cache.



Note: If you specify the same EMC SourceOne server for both ports, do not specify port 8001 for the synchronization (backfill) port. Port 8001 is also used by other EMC SourceOne clients (OWA, Outlook, EMC SourceOne Search, EMC SourceOne Discovery Manager) for message retrieval. If you specify port 8001 for synchronization (backfill), then the backfilling process for Offline Access could negatively affect message retrieval by other clients.

10. (For EmailXtender environments only) If you selected EMC EmailXtender as the archive server type, on the Server Settings page:

a. In the Primary server field, specify the URL of the Web service on the User Cache front-end server to use for message retrieval.

Use the following format, where retrieval_server is the name or IP address of the User Cache front-end server:

http://retrieval_server/EMCRetriever/drpwebservice.asmx

The Offline Access Extension uses this setting.

b. In the Secondary server field, enter the URL of the Web service on the User Cache front-end server to use for populating (backfilling) and synchronizing the cache.

Use the following format, where synchronization_server is the name or IP address of the User Cache front-end server:

http://synchronization_server/EMCRetriever/drpwebservice.asmx

The Offline Access Agent uses this setting.

Note:

• The Secondary URL can be the same as the Primary URL. However, this may affect users’ abilities to open shortcuts interactively.

• If you do not specify one of the HTTP servers, then the server you do specify will be used for both retrieval and synchronization.

• The URLs are not validated during installation.


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• You can edit the server settings after installation, as described in “Updating server settings after EMC SourceOne Offline Access installation” on page 131.

11. Click Next to display the Ready To Install page.

Figure 3-15 Ready To Install page (EMC SourceOne Offline Access client software)



• To cancel the installation, click Cancel.

• To begin the installation, click Install.






13. On the Installation Completed page, click Finish to exit the installation program.

Figure 3-17 Installation Completed page

14. Start Outlook.


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Silently installing EMC SourceOne Offline Access client

CAUTION!Perform all prerequisite steps before installing the Offline Access client application. Refer to “Deploying Offline Access in an enterprise environment” on page 74.

You can silently deploy the EMC SourceOne Offline Access client software across many desktops (for example, using Microsoft Systems Management Server) in an enterprise without manual steps or user intervention.

The silent installation uses the standard MSI parameters.

You can also use optional arguments to specify installation behaviors, as described in the following sections:

◆ “Prequisites and recommendations” on page 90

◆ “Overview of procedure” on page 91

◆ “Syntax of silent install command” on page 91

◆ “Command line arguments” on page 92

◆ “Examples: Command lines” on page 95

This section describes how to silently install Offline Access in EmailXtender 4.81 environments. For information on silently installing Offline Access in EMC SourceOne Email Management environments, refer to the EMC SourceOne Email Management 6.5 Installation Guide.

Prequisites and recommendations◆ Before performing a silent installation, you must install Microsoft

.NET Framework 3.0 and Microsoft Web Services Enhancements (WSE 2.0 SP3 Runtime). Download them from the Microsoft Web site:http://www.microsoft.com.

◆ Highly recommended: All silent installation commands should include the log file argument (/L). Silent installations have no user interface, so there is no way to determine what went wrong when an installation fails unless you specify log file creation on the command line. Refer to “Examples: Command lines” on page 95.



Overview of procedureTo install Offline Access silently:

1. At a command line prompt, run ES1_OfflineAccess.exe with arguments, as described in “Command line arguments” on page 92. Also refer to “Examples: Command lines” on page 95.

2. To disable the prompt for a reboot, you can add REBOOT=ReallySuppress as an argument to the command line when starting the silent installation. If you want to use deployment solutions such as Microsoft SMS and you do not want end-user computers to reboot, then you must use the REBOOT=ReallySuppress command line argument.

3. If Outlook was running during the installation, restart Outlook.

Syntax of silent install commandThe same syntax is used for initial installs and for upgrades.

The EX_BACKEND_SERVER argument is required not only for an initial install, but also for an upgrade, even though the type of backend server does not change.

Due to space limitations, the command line syntax shown here spans several lines. Enter the command on one line. There is a space before each of the following arguments: INSTALLDIR, EX_BACKEND_SERVER, EX_WEB_PRIMARY, EX_WEB_SECONDARY, and REBOOT.

Use the following syntax to install Offline Access silently:

ES1_OfflineAccess.exe /s /v"/qn /L*v DRIVE:\EMC_OfflineAccess.logINSTALLDIR=\"DRIVE:\DIRECTORY\"EX_BACKEND_SERVER=2EX_WEB_PRIMARY=\"http://PRIMARY_SERVER/EMCRetriever/drpwebservice.asmx\" EX_WEB_SECONDARY=\"http://SECONDARY_SERVER/EMCRetriever/drpwebservice.asmx\"REBOOT=Really Suppress "

Refer to “Command line arguments” on page 92 for additional command line arguments.

Silently installing EMC SourceOne Offline Access client 91

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Command line arguments

The following table lists the command line arguments to use with ES1_OfflineAccess.exe.

Table 1 ES1_OfflineAccess.exe - command line arguments

Corresponding dialog box in Offline Access installation wizard Property Default value Description/example

Destination Folder INSTALLDIR InstallDir (Required) Directory in which to install EMC SourceOne Offline Access client software.

Advanced Settings EX_CACHEDIR none (Optional) Points to a non-default location for the cache.

Note: If you use EX_CACHEDIR, then you must also use EX_CACHEMOD.

EX_CACHEMOD none (Optional) A value of 1 instructs the install to modify the default cache location.

Note: If you use EX_CACHEMOD, then you must also use EX_CACHEDIR.

Server Settings(Archive Server Type)

EX_BACKEND_SERVER 1 (Required) Type of archive server:• 1 = EMC SourceOne (Do not use in an

EmailXtender 4.81 environment.)• 2 = EMC EmailXtender 4.81



Server Settings(for EMC EmailXtenderarchive type)

EX_WEB_PRIMARY (Required if you selected the EMC EmailXtender archive type.)Can also be specified in Offline Access Group Policy, or in Outlook > Tools > Options > EMC SourceOne tab after installation.Primary URL of the Web service on the User Cache front-end server used for real-time instant message retrieval, The Offline Access Extension uses this setting.Replace MyServer1 with the name or IP address of the User Cache front-end server.Do not delete or edit the /EMCRetriever portion of the URL.

EX_WEB_SECONDARY (Required if you selected the EMC EmailXtender archive type.)Can also be specified in Offline Access Group Policy, or in Outlook > Tools > Options > EMC SourceOne tab after installation.)Secondary URL of the Web service on the User Cache front-end server used to populate (backfill) and synchronize the cache.The Offline Access Agent uses this setting.Replace MyServer2 with the name or IP address of the User Cache front-end server.Do not delete or edit the /EMCRetriever portion of the URL.

Not applicable EX_SAVECACHE (Optional) For uninstalls, not installs.Available only for command line uninstalls.Specifies whether to save an existing cache or to delete it when uninstalling Offline Access client:• FALSE = Do not save the cache, delete it.• TRUE = Save the cache, do not delete it.

Table 1 ES1_OfflineAccess.exe - command line arguments (continued)



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Not applicable EX_SAVE_SETTINGS (Optional) For uninstalls, not installs.Available only for command line uninstalls.Specifies whether to save registry settings or to delete them when uninstalling Offline Access client:• FALSE = Do not save registry settings,

delete them.• TRUE = Save registry settings, do not

delete them.

Table 1 ES1_OfflineAccess.exe - command line arguments (continued)




Examples: Command lines

Due to space limitations, the command line examples shown here span several lines. Enter the command on one line. There is a space before each of the following arguments: INSTALLDIR, EX_BACKEND_SERVER, EX_WEB_PRIMARY, EX_WEB_SECONDARY, EX_CACHEMOD, EX_CACHEDIR, and EX_SAVECACHE.

Example 1This example specifies the log file, installation folder, type of backend server, and primary and secondary servers. (Type the command all on one line):

ES1_OfflineAccess.exe /s /v"/qn /L*v C:\EMC_OfflineAccess.logINSTALLDIR=\"C:\EMC\"EX_BACKEND_SERVER=2

EX_WEB_PRIMARY=\"http://MyServer1/EMCRetriever/drpwebservice.asmx\"EX_WEB_SECONDARY=\"http://MyServer2/EMCRetriever/drpwebservice.asmx\""

Example 2This example specifies the log file, install folder, type of backend server, primary and secondary servers, and cache location. (Type the command all on one line):

ES1_OfflineAccess.exe /s /v"/qn /L*v C:\EMC_OfflineAccess.logINSTALLDIR=\"C:\EMC\"EX_BACKEND_SERVER=2

EX_WEB_PRIMARY=\"http://MyServer1/EMCRetriever/drpwebservice.asmx\"EX_WEB_SECONDARY=\"http://MyServer2/EMCRetriever/drpwebservice.asmx\"

EX_CACHEMOD=1 EX_CACHEDIR=\"C:\EMC_CACHE\""

Example 3This example saves an existing cache instead of deleting it when uninstalling Offline Access client. (Type the command all on one line):

MsiExec /X {64FA2752-8263-43C6-B282-B6CD54CF41A1}/l*v" %temp%\EMC_OfflineAccess_Uninstall.log EX_SAVECACHE=TRUE"


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Configuring Offline Access in a multi-user computer environment

To configure Offline Access in an environment where several users share a client computer, you must use one of the following methods:

◆ Configure GPO (described in “Configuring group policy for Offline Access” on page 97) and push the settings out to all users.

If you use GPO, then the user cannot edit the settings in the Outlook > Tools > Options > EMC SourceOne tab.

◆ Use custom logon scripts to deploy a registry file pointing to HKLM\Software\EMC\SourceOne\OfflineAccess\Config. Refer to “HKCU\Software\EMC\SourceOne\OfflineAccess\Config” on page 117 for the settings to include in this registry file. The HKLM settings will be copied into the HKCU for each user who logs on to that computer and uses Offline Access.

If you use a registry file, then the same settings get sent out to all users of that computer. However, each user can edit the settings independently in Outlook > Tools > Options > EMC SourceOne tab, and the edited settings are saved under the HKCU for that user.

Offline Access looks under the HKLM registry key for configuration settings that have not been configured by GPO and that have not been set under HKCU. Settings found under HKLM are copied to the user’s HKCU and can be edited by the user in Outlook > Tools > Options > EMC SourceOne tab.



Configuring group policy for Offline AccessUse Microsoft Group Policy Editor and the EMC Offline Access administrative template (Offline Access Group Policy.adm) to manage user settings.

Offline Access settings managed through Group Policy are written to the registry, under HKCU\Software\Policies\EMC\OfflineAccess\1.0, as described in “HKCU\Software\Policies\EMC\OfflineAccess\1.0” on page 124.

If an Offline Access policy setting exists in the registry, then corresponding setting in the Outlook > Tools > Options > EMC SourceOne tab will be unavailable (grayed out). This is true even if the policy settings were pushed to the client computer before Offline Access was installed.

If policy settings are pushed to the client computer:

◆ While Outlook is running, Outlook will not use the policy settings until it is restarted.

◆ While the Offline Access Agent is running, Outlook should not need a restart, but Outlook will not use the policy settings until the next synchronization run starts.

Refer to:

◆ “Adding the Offline Access administrative template to Group Policy Editor” on page 97

◆ “Overview: Configuring Offline Access settings” on page 99

Adding the Offline Access administrative template to Group Policy EditorTo add the EMC Offline Access administrative template to Group Policy Editor:

1. Copy the Offline Access Group Policy.adm file from the EMC Offline Access release kit to a directory on the computer.

2. Start the Microsoft Group Policy Editor. Refer to Microsoft documentation.

3. In the left pane, right-click on the appropriate Administrative Templates folder, then select Add/Remove Templates.

4. In the Add/Remove Templates dialog box, click Add.

Configuring group policy for Offline Access 97

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5. In the Policy Templates dialog box, select Offline Access Group Policy.adm, then click Open.

The Add/Remove Templates dialog box lists Offline Access Group Policy.

6. Click Close to close the Add/Remove templates dialog box.

The Administrative Templates folder now includes the EMC Offline Access Policies subfolder.

Figure 3-18 EMC Offfline Access Group Policies



Overview: Configuring Offline Access settingsTo configure an Offline Access setting:

1. In Group Policy Editor, expand the Administrative Templates node containing the EMC Offline Access Policies folder.

2. Click the EMC Offline Access Policies folder.

3. In the right pane, double-click the setting you want to configure.

4. Continue to the appropriate topic:

• “Enabling/disabling Offline Access” on page 100

• “Configuring the maximum age of messages to cache” on page 101

• “Configuring the maximum cache size” on page 102

• “Showing/hiding the Offline Access icon in the system tool tray” on page 103

• “Configuring the location of the cache database” on page 104

• “Configuring the resynchronization frequency” on page 105

• “Configuring the types of messages to cache” on page 106

• “Configuring the minimum age of messages to pre-cache” on page 107

• “Configuring HTTP server settings” on page 108

• “Configuring TCP server settings” on page 110

• “Configuring delay for Requesting Message (Cancel) dialog box” on page 112

• “Configuring log files” on page 113

5. After configuring a setting, do one of the following steps:

• To go directly to another Offline Access setting, click Apply, then click either Previous Setting or Next Setting.

• To save your changes and to close the properties dialog box, click OK.


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Enabling/disabling Offline AccessIf Offline Access is not enabled by Group Policy, then all other Offline Access policy settings will be ignored.

If Offline Access is disabled or not configured in Group Policy, then the user’s local preferences are used. The user can change settings through the Outlook > Tools > Options > EMC SourceOne tab > Offline Access checkbox.

To enable or disable Offline Access:

1. Double-click the Enable Offline Access setting.

Figure 3-19 Enable Offline Access

2. Do one of the following steps:

• To enable Offline Access:

a. Click Enabled.

b. Select the Enable Offline Access checkbox.

• To disable Offline Access, click either Not Configured or Disabled.



Configuring the maximum age of messages to cacheIf this setting is not configured or is disabled, then the user's preference or a default (no limit) is used. The user can change this setting through Outlook > Tools > Options > EMC SourceOne tab > Don’t cache messages older than field.

This value must be greater than the value for the Recent messages to pre-cache setting, described in “Configuring the minimum age of messages to pre-cache” on page 107.

To specify the maximum age of messages to cache:

1. Double-click the Don’t cache messages older than setting.

Figure 3-20 Don’t cache messages older than


• To enable the setting:

a. Click Enabled.

b. Select an option from the Don’t cache messages older than field.

The default is No Limit.

• To disable the setting, click either Not Configured or Disabled.


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Configuring the maximum cache sizeYou can specify the maximum size of the cache file on disk as the percentage of free disk space to allocate for the cache.

If this value is not configured, then at first run a default of 20% of free disk space is automatically allocated.

If this setting is not configured or is disabled in Group Policy, then the user's preferences are used. The user can change the absolute value for this setting in Outlook > Tools > Options > EMC SourceOne tab > Cache maximum size (MB) field. The user cannot change the percent value.

The maximum cache size that you specify is a target for the synchronization process. The actual cache size displayed in Outlook > Tools > Options > EMC SourceOne tab > Support Information may exceed the specified maximum cache size by several percentage points.

To specify the maximum cache size:

1. Double-click the Cache maximum size setting.

Figure 3-21 Cache maximum size



a. Click Enabled.



b. Specify a relative maximum cache size by selecting a percent from the % of Free Disk Space for Cache field.

The range of valid values is 5% to 35%.

The default is 20%.


Showing/hiding the Offline Access icon in the system tool trayIf these settings are not configured or are disabled in Group Policy, then the user's preferences are used. The user can change this setting in Outlook > Tools > Options > EMC SourceOne tab > Show tool tray icon checkbox.

To show or hide the Offline Access icon in the system tool tray:

1. Double-click the Show icon in system tray setting.

Figure 3-22 Show icon in system tray



a. Click Enabled.

b. Select the Show tray icon checkbox.


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Configuring the location of the cache databaseIf this setting is not configured, disabled, or left empty, then the default user's preferences are used.

If the user has not configured a default cache location, then one is automatically generated to point to a location in the APPDATA path.

The user can change this setting in Outlook > Tools > Options > EMC SourceOne tab > Cache Settings > Select new.

To specify the location of the cache database:

1. Double-click the Cache database location setting.

Figure 3-23 Cache database location



a. Click Enabled.

b. In the Path for the cache database field, type the path in which you want the cache to reside.

Note: Specify a full local path. Network shares are not supported.




Configuring the resynchronization frequencyIf this setting is not configured or is disabled, then the default resynchronization frequency of 1440 minutes (24 hours) is used. The user can change this setting in Outlook > Tools > Options > EMC SourceOne tab > Cache Settings > Update frequency (minutes) field.

To specify how often to synchronize the cache with the user’s mailbox:

1. Double-click the Cache re-sync frequency setting.

Figure 3-24 Cache re-synchronization frequency



a. Click Enabled.

b. Specify a frequency, in minutes, in the Cache re-sync frequency (in minutes) field.

The range of valid values is 60 to 43200 minutes.

The default is 1440 minutes (24 hours).


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Configuring the types of messages to cacheIf these settings are not configured or are disabled in Group Policy, then the user's preferences are used. The user can change this setting in Outlook > Tools > Options > EMC SourceOne tab > Cache Settings > Cache messages that field.

To specify the types of messages to cache:

1. Double-click the Cache message types setting.

Figure 3-25 Cache message types



a. Click Enabled.

b. Select an option from the Cache messages that field:

– All messages - Cache all messages (default)– Have attachments - Cache only messages with attachments– Don’t cache any messages - Do not cache any messages




Configuring the minimum age of messages to pre-cacheUse the Cache messages that are older than (days) setting with the Don’t cache messages older than setting to specify a range of message ages to cache.

This value must be less than the value for the Don’t cache messages older than setting, described in “Configuring the maximum age of messages to cache” on page 101.

Messages that are newer than the minimum age you specify are not cached. If this value is not set, then the default is 30 days.

If these settings are not configured or are disabled in Group Policy, then the user's preferences are used. The user can change this setting in Outlook > Tools > Options > EMC SourceOne tab > Cache Settings > Cache messages that are older than (days) field.

To specify the minimum age of messages to pre-cache:

1. Double-click the Cache messages older than (days) setting.

Figure 3-26 Cache messages older than (days)



a. Click Enabled.


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b. Specify an age, in days, in the Cache messages older than (Days) field.

The valid range of values is 1 to 999.

The default is 30.


Configuring HTTP server settingsThe server settings you configure depend on the archive you use.

◆ For an EMC SourceOne archive, use the TCP server settings.

◆ For an EMC EmailXtender archive, use the HTTP server settings.

Do not use the HTTP server settings in EMC SourceOne Email Management environments.

The Offline Access Extension uses the primary server setting for real-time instant message retrieval, and the Offline Access Agent uses the secondary server setting to populate (pre-cache and backfill) the cache.

If these settings are not configured during installation or in Group Policy, or are disabled in Group Policy, then the user's preferences are used. The user can change this setting in Outlook > Tools > Options > EMC SourceOne tab > Server Settings.

To configure HTTP server settings:

1. Double-click the HTTP server settings setting.



Figure 3-27 HTTP server settings



a. Click Enabled.

b. In the Primary Server URL field, specify the URL or the IP address of the primary HTTP server (User Cache front-end server) to access the Web service for retrieval:

http://primary_server/EMCRetriever/drpwebservice.asmx

c. In the Secondary Server URL field, specify the URL or the IP address of the secondary HTTP server (User Cache front-end server) for populating the cache (backfilling):

http://secondary_server/EMCRetriever/drpwebservice.asmx

The Secondary URL can be the same as the Primary URL. However, this may affect user

If you do not specify one of the HTTP servers , then the server you do specify will be used for both primary and secondary roles.



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Configuring TCP server settingsThe server settings you configure depend on the archive you use.

◆ For an EMC SourceOne archive, use the TCP server settings.

◆ For an EMC EmailXtender archive, use the HTTP server settings.

Do not use the TCP server settings in EMC EmailXtender environments.

The Offline Access Extension use the primary server setting for retrieval, and the Offline Access Agent use the secondary server setting to populate (pre-cache and backfill) the cache.

Both settings are required.

If these settings are not configured during installation or in Group Policy, or are disabled in Group Policy, then the user's preferences are used. The user can change this setting in Outlook > Tools > Options > EMC SourceOne tab > Server Settings.

To configure TCP server settings:

1. Double-click the TCP server settings setting.

Figure 3-28 TCP server settings





a. Click Enabled.

b. In the Primary Server Port field, specify the primary port on the EMC SourceOne server that is hosting the Document Management Service:

EMC_SourceOne_server.domain:8001

Example: ES1Server.corp.company.com:8001

The Primary Server Port field must be configured so that messages can be retrieved.

c. In the Secondary Server Port field, specify the secondary port on the EMC SourceOne server that is hosting the Document Management Service:

EMC_SourceOne_server.domain:8002

Example: ES1Server.corp.company.com:8002

The Secondary Server Port field must be configured so that Offline Access caches on user computers can be populated (back-filled).

Do not specify port 8001 for the Secondary Server Port. Port 8001 is also used by other EMC SourceOne clients (OWA, Outlook, EMC SourceOne Search, EMC SourceOne Discovery Manager) for message retrieval. If you specify port 8001 for the Secondary Server Port, then the backfilling process for Offline Access could negatively affect message retrieval by other clients.



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Configuring delay for Requesting Message (Cancel) dialog boxIf an item is taking a while to retrieve, a Requesting Message dialog box appears to the user.

Figure 3-29 Wait (Cancel) dialog box

If the user does not want to wait for the item to be retrieved, then he can click Cancel.

To configure the delay before this dialog box appears:

1. Double-click the Cancel Dialog Delay policy.

Figure 3-30 Cancel Dialog Delay





a. Click Enabled.

b. In the When retrieving messages show cancel dialog after (secs) field, specify the amount of time, in seconds, to wait before displaying the Wait (Cancel) dialog box.

The range of values is 1 to 100 (seconds)

The default is 5 (seconds).


Configuring log filesRefer to:

◆ “Log file names and location” on page 113

◆ “Enabling logging and setting logging level” on page 113

◆ “Specifying size and number of log files” on page 114

◆ “Deleting log files” on page 115

Log file names and locationOffline Access has two log files:

◆ OfflineAccessAgent.log

◆ OfflineAccessExtension.log

The default location of the log files is:

C:\Documents and Settings\user\Local Settings\Application Data\EMC\

The Compact component logs entries to OfflineAccessAgent.log.

Enabling logging and setting logging levelTo enable logging and to set the logging level, refer to "Configuring Logging" in the EMC SourceOne Email Management 6.5 Offline Access User Guide.

Changes to the log level setting in the Support Information dialog box (Outlook > Tools > Options > EMC SourceOne tab) take effect for each component at different times:


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◆ For the Offline Access Extension, changes to logging level take effect as soon as a message is selected or read.

◆ For the Offline Access Agent, changes to logging level take effect in two minutes, or at the next synchronization, whichever happens first.

Specifying size and number of log filesWhen a log file reaches a certain size, a new log file is created.

To control the maximum size and number of log files when logging is enabled:

1. Double-click the Log file settings policy.



a. Click Enabled.

b. In the Number of log files per component (agent and extension) field, specify the maximum number of log files to create. The value is applied to each component (agent and extension).

The range of values is 1 to 20.

The default is 5.

c. In the Maximum size of each log file in MB field, specify the maximum size of log files to create. The value is applied to each component (agent and extension).

The range of values is 1 to 100 (MB).

The default is 20 (MB).


To calculate the disk space used by the log files based on your settings, use the following formula:

Number of log files per component x Maximum size of each log file x 2

For example, if you use the default settings, then the log files would use 200 MB of disk space:

5 files x 20 MB x 2 = 200 MB



To prevent the log files from filling the hard disk, logging is disabled when the disk free space reaches 20% or less of the total space, regardless of the size and number of log files you specify.

Deleting log filesYou can delete old log files at any time, even if Offline Access is running.

You cannot delete the current, active OfflineAccessAgent.log file until you shut down the Offline Access Agent.

You cannot delete the current active OfflineAccessExtension.log file until you shut down Outlook.


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Registry entriesThe following sections describe the registry keys created or modified during installation and operation of EMC SourceOne Offline Access:

◆ “Registry entries created during installation and operation” on page 116

◆ “Registry entries modified during installation” on page 130

Within each table, the names of registry values are listed in alphabetical order.

Registry entries created during installation and operationThe following tables describe the registry entries created during installation and operation of Offline Access.

Some of these entries are created or modified:

◆ When you edit settings in the Offline Access Group Policy, as described in “Configuring group policy for Offline Access” on page 97.

◆ When a user edits settings in Outlook > Tools > Options > EMC SourceOne tab, as described in the EMC SourceOne Email Management Offline Access User Guide.

Refer to:

◆ “In HKEY_CURRENT_USER” on page 116

◆ “In HKEY_LOCAL_MACHINE” on page 129

In HKEY_CURRENT_USERThe following sections describe the registry keys created in HKEY_CURRENT_USER that control the user’s cache:

◆ “HKCU\Software\EMC\SourceOne” on page 117

◆ “HKCU\Software\EMC\SourceOne\OfflineAccess” on page 117

◆ “HKCU\Software\EMC\SourceOne\OfflineAccess\Config” on page 117

◆ “HKCU\Software\Policies\EMC\OfflineAccess\1.0” on page 124



HKCU\Software\EMC\SourceOneThis registry key contains one subkey, and one value.

HKCU\Software\EMC\SourceOne\OfflineAccessThis registry key contains one subkey, and two values.

HKCU\Software\EMC\SourceOne\OfflineAccess\ConfigThis key contains most of the properties of the user’s cache. These settings are created or modified by the system or when a user edits settings in Outlook > Tools > Options > EMC SourceOne tab, as described in the EMC SourceOne Email Management 6.5 Offline Access User Guide.

Offline Access Group Policy settings (described in “HKCU\Software\Policies\EMC\OfflineAccess\1.0” on page 124) take precedence over user settings.

Table 3-3 HKCU\Software\EMC\SourceOne

Value Name Type Valid/Default Values Description

LastTally DWORD Default: 0 No longer used.

Table 3-4 HKCU\Software\EMC\SourceOne\OfflineAccess


LastGoodServer REG_SZ Default: blank The name of the last server with which Offline Access communicated successfully.

LastGoodURL REG_SZ No longer used.

Registry entries 117

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.

Table 3-5 HKCU\Software\EMC\SourceOne\OfflineAccess\Config


BeginCacheItemsOlderThan_Days

DWORD Default: 30 (days) The age of messages to cache, in days.The user can change this value in the Cache messages that are older than field in the Cache Settings dialog box.

CacheEnabled DWORD Valid values:• 0 (False)• 1 (True)Default: 1

Set to 1 (True) when the user selects the the Enable Cache option from the tool tray icon’s right-click menu or the Enable Cache checkbox on the EMC SourceOne tab in Outlook Options dialog box.When the CacheEnabled key is set to 1 (True): • EMC SourceOne Offline Access cache is enabled,

allowing content that was shortcut on the Exchange server to be cached locally. The local cache then resolves the shortcut links in the email. EMC SourceOne Offline Access is always loaded with Outlook, but this key must be 1 (True) for Outlook to use its functionality.

• The user can use the Update menu option or the Rebuild option on the cache.

When the CacheEnabled key is set to 0 (False):• The local caching done by EMC SourceOne Offline

Access is disabled and Outlook sees what it gets from Exchange.

• If the mailbox has been shortcut, the messages display with links that can not be resolved.

CacheLocation REG_SZ Default: C:\Documents and Settings\User\Application Data\EMC\

The path to the current user’s cache on the local drive. The user can change this value in the Cache Settings dialog box.If the user uses the Rebuild option, then all the files and folders at this location are deleted.

CacheMessagesOfType_enum

DWORD Valid values:• 0 (All messages)• 1 (Have

attachments)• 2 (Don’t cache any

messages)Default: 0

The level of caching.The user can change this value in the Cache messages that field in the Cache Settings dialog box.



CachePeriod_Days DWORD Default: 0xffffffff (No limit)

How long to keep items in the cache, in days.The user can specify a cache period by selecting a value in the Don’t cache messages older than field in the EMC SourceOne tab of the Outlook Options dialog box.

Values shown in the Don’t cache messages older than field as months or years are represented as days in the registry.

CancelDialogDelay_Secs DWORD Default: 5 (seconds) The time delay before the Wait dialog appears when retrieving contents.The user can change this value in the When retrieving messages, show Cancel dialog after _ seconds field in the Notifications dialog box.

Compact_Cache DWORD Default: 0 The Offline Access Agent sets this value to True when it wants the Offline Access Compact utility to compact the current cache.The Offline Access Compact utility sets this value to False when it starts compacting the cache.

CurrentCacheDBSize_MB DWORD Default: 0 (MB at installation)

The current size of the cache, in MB.This value is updated by the system, and cannot be edited.This value displays in the Cache Size (MB) field in the Support Information dialog box.

CurrentOutlookProfile REG_SZ Default: Outlook The Offline Access Extension sets this value to the current profile that Outlook is using, so that the Offline Access Agent can create a MAPI session using the same profile as Outlook.

Table 3-5 HKCU\Software\EMC\SourceOne\OfflineAccess\Config (continued)



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DisableCacheBuilds DWORD Default: 0 The Offline Access Extension sets this value when the user is using Outlook with a default profile that is not associated with the current cache. This notifies the Offline Access Agent to not to build or work with the cache.For example, assume:• The user has a default Outlook profile named Profile1

and has a cache for this profile.• The user has another Outlook profile named Profile2,

which he defines as his new default profile. Profile1 is no longer this user’s default profile.

In this case, when the user starts Outlook (and the Offline Access extension starts), the Offline Access Extension determines that the user’s default profile does not match the profile associated with the cache. The user is prompted to delete the old cache and build a new cache for Profile2. If the user selects No, then the Offline Access Extension runs in cache disabled mode, and the Offline Access extension sets the DisableCacheBuild value to notify the Offline Access Agent not to use the cache.

HttpURLPrimary REG_SZ Default:http://MyServer/EMCRetriever/drpwebservice.asmx

(For EmailXtender 4.8 environments using the User Cache front-end server) The URL of the primary User Cache front-end server, specified in either:• The Web Server Information page of the EMC

SourceOne 6.5 Offline Access client installation wizard.• The Primary Server URL field in the Server Settings

dialog box.

HttpURLSecondary REG_SZ Default:http://

(For EmailXtender 4.8 environments using the User Cache front-end server) The URL of the secondary User Cache front-end server, specified in either:• The Web Server Information page of the EMC

SourceOne 6.5 Offline Access client installation wizard.• The Secondary Server URL field in the Server

Settings dialog box.

LanguageID DWORD Default: 1033 (U.S. English)

The language code page.





LastSyncTime DWORD Default: blank Used by the Offline Access Agent to determine when the next synchronization is to occur, based on the update (resynchronization) frequency.The units are ticks, used to represent time to epoch (the number of seconds since January 1, 1970 00:00:00).This Offline Access Extension uses this value to display the last sync time as a datetime string in the Last cache update field in the Support Information dialog box.This value is updated by the system, and cannot be edited directly.The user can trigger synchronization by selecting the Update option from the tool tray icon’s right-click menu.

LogginLevel DWORD Valid values:• 0 (None)• 1 (Low)• 2 (Medium)• 3 (High)• 4 (Verbose)Default: 0 (None)

The current logging level.The user can enable/disable logging by selecting an option from the Logging Level field in the Support Information dialog box.

MaxCacheSize_MB DWORD Default: calculated, based on PercentDiskSpace x the free space on the disk

Maximum size of the user’s cache, in MB.The user can change this value in the Cache maximum size (MB) field in the EMC SourceOne tab of the Outlook Options dialog box.When MaxCacheSize_MB is set to 0 (Not Set), then the maximum cache size is calculated using the PercentDiskSpace value.

NumberLogFiles DWORD Range: 1 - 20Default: 5

Corresponds to the Number of log files per component field in the Log file settings policy.Maximum number of log files to create for each Offline Access component (agent and extension). The value is applied to each component.Use with SizeLogFiles_MB.

NumberOfItemsInCache DWORD Default: 0 The number of items in the cache.This value displays in the Items in the cache field in the Support Information dialog box.This value is updated by the system, and cannot be edited directly.

PercentDiskSpace DWORD Default: 20 (percent) The percent of free disk space to use for the cache.The percent of free disk space to use for the cache when MaxCacheSize_MB is set to 0 (Not Set).




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RebuildCache DWORD Valid values:• 0 (False)• 1 (True)Default: 0

The user can set this value to 1 (True) by selecting Rebuild cache in the Support Information dialog box. The user can select Rebuild cache during normal Outlook operation. However, the reset does not occur until after Outlook shuts down. Rebuild cache:• Deletes the entire contents of the user’s cache

(mailbox folder).• Re-synchronizes the user’s cache with the Exchange

and EMC User Cache front-end server when the user restarts Outlook and reconnects to the Microsoft Exchange network.

ResyncFrequency_Mins DWORD Default: 1440 (minutes; equals once every 24 hours)

How often to synchronize the cache with the mailbox.The user can change this value in the Update frequency (minutes) field in the Cache Settings dialog box.

RetrievalRetryBailWait DWORD Range: 2 - 1440 (minutes)Default: 60 (minutes)

(For EMC Source One Email Management environments.) The wait (in minutes) before performing another synchronization, if a synchronization fails after exceeding the specified number of retries on a single message.Use with RetrievalRetryMaxInterval and RetrievalRetryNumber.

RetrievalRetryMaxInterval DWORD Range: 5 - 60 (seconds)Default: 15 (seconds)

(For EMC Source One Email Management environments.) The maximum interval (in seconds) to wait between retrieval attempts. The Offline Access Agent uses randomly calculated intervals between 0 and this value.Use with RetrievalRetryBailWait and RetrievalRetryNumber.

RetrievalRetryNumber DWORD Range: 0 - 50Default: 8

(For EMC Source One Email Management environments.) The number of consecutive attempts to retrieve a message if the EMC SourceOne Document Management service is busy.Use with RetrievalRetryBailWait and RetrievalRetryMaxInterval.

ServerVersion_enum DWORD Valid values: • 0 (Unknown)• 1 (EMC SourceOne)• 2 (EmailXtender

4.81)Default: 1

The type of server.





ShowTrayIcon DWORD Valid values:• 0 (Hide icon)• 1 (Show icon)Default: 1

Determines whether the EMC SourceOne Offline Access status icon displays in the system tray. The user can set this value to 0 by selecting the Hide This Icon option from the icon’s right-click menu, or by clearing the Show tool tray icon check box on the EMC SourceOne tab in the Outlook Options dialog box.The user can reset this value to 1 by selecting the Show tool tray icon check box on the EMC SourceOne tab in the Outlook Options dialog box.

SizeLogFiles_MB DWORD Range: 1 - 100 (MBDefault: 20 (MB)

Corresponds to the Maximum size of each log file in MB field in the Log file settings policy.Maximum size of log files to create. The value is applied to each component (agent and extension).Use with NumberLogFiles.

StoreID REG_SZ The Offline Access Extension sets this value to the StoreID of the Exchange mailbox associated with the cache.

TCPServerPortPrimary REG_SZ Default: blank (For EMC SourceOne environments.) The primary TCP/IP port of the EMC SourceOne server hosting the Document Management Service.The user can change this value in the Primary Server Port field in the Server Settings dialog box.

TCPServerPortSecondary REG_SZ Default: blank (For EMC SourceOne environments.) The secondary TCP/IP port of the EMC SourceOne server hosting the Document Management Service. The user can change this value in the Secondary Server Port field in the Server Settings dialog box.




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HKCU\Software\Policies\EMC\OfflineAccess\1.0This key contains most of the properties of the user’s cache. These entries are created and modified when you edit settings in the Offline Access Group Policy, as described in “Configuring group policy for Offline Access” on page 97.

By default, all policies are set to Not Configured (Disabled).

Policy settings take precedence over the user settings in HKCU\Software\EMC\SourceOne\OfflineAccess\Config and in the Outlook > Tools > Options > EMC SourceOne tab. When you enable a policy setting, the corresponding setting in the Outlook > Tools > Options > EMC SourceOne tab is grayed out (disabled).

.

Table 3-6 HKCU\Software\Policies\EMC\OfflineAccess\1.0


BeginCacheItemsOlderThan_Days

DWORD Default when enabled: 30 (days)

Corresponds to the Cache messages older than policy.The age of messages to cache, in days.If this policy is disabled or not configured, then the user can change this value in the Cache messages that are older than field in the Cache Settings dialog box.



CacheEnabled DWORD When enabled: 1 Corresponds to the Enable Offline Access policy.If this policy is disabled or not configured, then the user can select the the Enable Cache option from the tool tray icon’s right-click menu or the Enable Cache checkbox on the EMC SourceOne tab in Outlook Options dialog box.When the the Enable Offline Access policy is enabled: • EMC SourceOne Offline Access cache is enabled,

allowing content that was shortcut on the Exchange server to be cached locally. The local cache then resolves the shortcut links in the email. EMC SourceOne Offline Access is always loaded with Outlook, but this key must be 1 (True) for Outlook to use its functionality.

• The user can use the Update menu option on the cache.

• EMC Support personnel can use the Rebuild option on the cache.

When the the Enable Offline Access policy is not configured or disabled:• The local caching done by EMC SourceOne Offline

Access is disabled and Outlook sees what it gets from Exchange.

• If the mailbox has been shortcut, the messages display with links that can not be resolved.

CacheLocation REG_SZ Default when enabled: blank

Corresponds to the Cache database location policy.The path to the current user’s cache on the local drive. If this policy is disabled or not configured, then the user can change this value in the Cache Settings dialog box.If EMC Support personnel use the Rebuild option, then all the files and folders at this location are deleted.

CacheMessagesOfType_enum

DWORD Valid values:• 0 (All messages)• 1 (Have

attachments)• 2 (Don’t cache any

messages)Default when enabled: 0

Corresponds to the Cache message types policy.Determines whether or not messages are cached, and if so, which messages: all messages or only those messages that have attachments.If this policy is disabled or not configured, then the user can change this value in the Cache messages that field in the Cache Settings dialog box.

Table 3-6 HKCU\Software\Policies\EMC\OfflineAccess\1.0 (continued)



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CachePeriod_Days DWORD Default when enabled: 0xffffffff (No Limit)

Corresponds to the Don’t cache messages older than policy.How long to keep items in the cache, in days.If this policy is disabled or not configured, then the user can specify a cache period by selecting a value in the Don’t cache messages older than field in the EMC SourceOne tab of the Outlook Options dialog box.

Values shown in the Don’t cache messages older than field as months or years are represented as days in the registry.

CancelDialogDelay_Secs DWORD Default when enabled: 5 (seconds)

Corresponds to the Cancel dialog delay policy.The time delay before the Wait (Cancel) dialog appears when retrieving contents.If this policy is disabled or not configured, then the user can change this value in the When retrieving messages, show Cancel dialog after _ seconds field in the Notifications dialog box.

HttpURLPrimary REG_SZ Default when enabled:blank

(For EmailXtender 4.8 environments using the User Cache front-end server.) Corresponds to the Primary Server URL setting in the HTTP server settings policy.The URL of the primary User Cache front-end server. This can also be specified in either:• The Web Server Information page of the EMC

SourceOne 6.5 Offline Access client installation wizard• The Primary Server URL field in the Server Settings

dialog box (if this policy is disabled or not configured)

HttpURLSecondary REG_SZ Default when enabled:blank

(For EmailXtender 4.8 environments using the User Cache front-end server.) Corresponds to the Secondary Server URL setting in the HTTP server settings policy.The URL of the secondary User Cache front-end server. This can also be specified in either:• The Web Server Information page of the EMC

SourceOne 6.5 Offline Access client installation wizard.• The Secondary Server URL field in the Server

Settings dialog box (if this policy is disabled or not configured).





MaxCacheSize_MB DWORD Default when enabled: 0 (Not Set)

Corresponds to the Maximum Cache Size setting in the Maximum cache size policy.Maximum size of the user’s cache, in MB.If this policy is disabled or not configured, then the user can change this value in the Cache maximum size (MB) field in the EMC SourceOne tab of the Outlook Options dialog box.When MaxCacheSize_MB is set to 0 (Not Set), then the maximum cache size is calculated using the PercentDiskSpace value.

NumberLogFiles DWORD Range: 1 - 20Default: 5

Corresponds to the Number of log files per component field in the Log file settings policy.Maximum number of log files to create for each Offline Access component (agent and extension). The value is applied to each component.Use with SizeLogFiles_MB.

PercentDiskSpace DWORD Default when enabled: 20 (percent)

Corresponds to the % of free disk space for cache setting in the Maximum cache size policy.The percent of free disk space to use for the cache when MaxCacheSize_MB is set to 0 (Not Set).

ResyncFrequency_Mins DWORD Default when enabled: 1440 (minutes; equals once every 24 hours)

Corresponds to the Cache re-sync frequency policy.How often to synchronize the cache with the mailbox.If this policy is disabled or not configured, then the user can change this value in the Update frequency (minutes) field in the Cache Settings dialog box.

ShowTrayIcon DWORD Valid values:• 0 (Hide icon)• 1 (Show icon)

Corresponds to the Show icon in system tray policy.Determines whether the EMC SourceOne Offline Access status icon displays in the system tray. If this policy is disabled or not configured, then the user can set this value to 0 by selecting the Hide This Icon option from the icon’s right-click menu, or by clearing the Show tool tray icon check box on the EMC SourceOne tab in the Outlook Options dialog box.The user can reset this value to 1 by selecting the Show tool tray icon check box on the EMC SourceOne tab in the Outlook Options dialog box.




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SizeLogFiles_MB DWORD Range: 1 - 100 (MB)Default: 20 (MB)

Corresponds to the Maximum size of each log file in MB field in the Log file settings policy.Maximum size of log files to create. The value is applied to each component (agent and extension).Use with NumberLogFiles.

TCPServerPortPrimary REG_SZ Default: blank Corresponds to the Primary Server Port setting in the TCP server settings policy.(For EMC SourceOne environments.)The primary TCP/IP port of the EMC SourceOne server hosting the Document Management Service.If this policy is disabled or not configured, then the user can change this value in the Primary Server Port field in the Server Settings dialog box.

TCPServerPortSecondary REG_SZ Default: blank Corresponds to the Secondary Server Port setting in the TCP server settings policy.(For EMC SourceOne environments.) The secondary TCP/IP port of the EMC SourceOne server hosting the Document Management Service.If this policy is disabled or not configured, then the user can change this value in the Secondary Server Port field in the Server Settings dialog box.





In HKEY_LOCAL_MACHINEThe following sections describe the registry keys created in HKEY_LOCAL_MACHINE for Offline Access:

◆ “HKLM\Software\EMC\SourceOne” on page 129

◆ “HKLM\Software\EMC\SourceOne\OfflineAccess\Versions” on page 129

◆ “HKLM\Software\EMC\SourceOne\Security” on page 130

◆ “HKLM\Software\EMC\SourceOne\TraceLogs” on page 130

HKLM\Software\EMC\SourceOneThis registry key contains two values and several subkeys.

HKLM\Software\EMC\SourceOne\OfflineAccess\VersionsThis registry key contains one value that stores the version number for Offline Access.

Table 3-7 HKLM\Software\EMC\SourceOne


InstallDir REG_SZ Default:C:\Program Files\EMC SourceOne

Directory in which Offline Access executables were installed.Specified on the Destination Folder screen or Change Destination Folder screen during installation.

LogDir REG_SZ Default: C:\Program Files\EMC SourceOne\Logs

Not used by Offline Access. Refer to “Configuring log files” on page 113 for the location of Offline Access log files.

Table 3-8 HKLM\Software\EMC\SourceOne\OfflineAccess\Versions


OfflineAccess REG_SZ Current version number of Offline Access

The current version number of Offline Access.


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HKLM\Software\EMC\SourceOne\SecurityThis registry key contains one value that stores the encrypted security key for EMC SourceOne.

HKLM\Software\EMC\SourceOne\TraceLogsThis registry key contains several subkeys, one for each Offline Access component. The values in a subkey controls trace logging for that component. Do not edit trace log registry settings unless directed by EMC Support personnel.

To specify logging settings, refer to “Configuring log files” on page 113.

Registry entries modified during installationDuring installation of EMC SourceOne Offline Access, the value of HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\Outlook\

Addins\ExOutlookAddin.ShortcutAddin\LoadBehavior is changed from 3 to 0 to disable the EmailXtender Shortcut Add-in.

The original value of 3 is replaced during uninstall to re-enable the Shortcut Add-in.

Table 3-9 HKLM\Software\EMC\SourceOne\Security


ExDpKey REG_SZ Encrypted security key.



Maintenance and troubleshootingThis section describes maintenance and troubleshooting procedures, including:

◆ “Incompatibility with EmailXtender Shortcut COM Add-in” on page 131

◆ “Updating server settings after EMC SourceOne Offline Access installation” on page 131

◆ “Uninstalling EMC SourceOne Offline Access client software” on page 132

◆ “Re-enabling the EmailXtender Shortcut COM Add-In” on page 132

Also refer to “About failover behavior” on page 133

Incompatibility with EmailXtender Shortcut COM Add-inRun the EMC SourceOne Offline Access client installation in Repair mode if, after installing EMC SourceOne Offline Access client, you install the EmailXtender 4.8 Shortcut COM Add-in (using the separate EmailXtender Shortcut COM Addin Install program or the EmailXtender Client Install program).

The EMC SourceOne Offline Access client repair disables the Shortcut COM Add-in.

Updating server settings after EMC SourceOne Offline Access installationIn EmailXtender 4.8 environments, to update the primary URL or the secondary URL used by EMC SourceOne Offline Access after installation, do one of the following steps:

◆ Edit the Primary Server URL and the Secondary Server URL fields in one of the following locations:

• The HTTP server settings in Offline Access Group Policy. Refer to “Configuring HTTP server settings” on page 108.

• The Server Settings dialog box. Refer to the EMC SourceOne Email Management 6.5 Offline Access User Guide.


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◆ Run the EMC SourceOne Offline Access installation in Repair mode.

In EMC SourceOne environments, to update the primary server port or the secondary server port used by EMC SourceOne Offline Access after installation, edit the TCP server settings in one of the following locations:

• The TCP server settings in Offline Access Group Policy. Refer to “Configuring TCP server settings” on page 110.

• The Server Settings dialog box. Refer to the EMC SourceOne Email Management 6.5 Offline Access User Guide.

Uninstalling EMC SourceOne Offline Access client softwareTo uninstall EMC SourceOne Offline Access client software, run the EMC SourceOne Offline Access Uninstall wizard in Uninstall mode:

1. You must close Outlook before you uninstall EMC SourceOne Offline Access client.



4. Select EMC SourceOne Offline Access.

5. Click Remove.

6. In the Support Info dialog box, click Remove to start the uninstall wizard.

Re-enabling the EmailXtender Shortcut COM Add-InTo re-enable the EmailXtender Shortcut COM add-in:

1. Uninstall the EMC SourceOne Offline Access client application, as described in “Uninstalling EMC SourceOne Offline Access client software” on page 132.

2. Run the EmailXtender client install or the Shortcut COM Add-in install in Repair mode. Refer to the EmailXtender 4.8 SP1 Installation Guide.



The uninstaller program automatically re-enables the Shortcut COM Add-in.

Uninstalling Outlook If you install Offline Access, and then you want to uninstall Outlook, you must uninstall the Offline Access client software first.

About failover behaviorIn an EmailXtender 4.81 environment, if the secondary URL server goes offline while a synchronization is occurring, the Offline Access client continues trying to retrieve messages. There are two reasons for this behavior:

◆ The synchronization must continue to process all messages because, even though the User Cache front-end server is unavailable, the Offline Access client may be able to retrieve some messages from the OST.

◆ The User Cache front-end server may be unavailable temporarily due to network issues.


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Index

Symbols.Net framework V1.1 27

Aapplication pool 47Authenticated Users group 46

Cclient

installation wizard 79uninstall wizard 132

clocks 22

DDocument Request Processor 16DRP Web Service 53DRPWebService home page 54

EEmailXtender COM add-in

re-enabling 132EMC_UserCacheServerInstall.log 55EMCRepositoryLocator service 52EMCRequestManager service 52EMCRequestProcessor service 52enabling

GZip compression 49environment 22

GGZip compression 49,51

Hhardware requirements

client 70server 24

Iinstallation wizard

client 79server 32

installing clientinteractive 76silent 90

installing serverinteractive 28silent 39

interactive installclient 76server 28

Llogging

server 55web service 55

Nnetwork load balancers 23

Ooperating systems

server 25


136

Index

Pprerequisite wizard

server 29

RReal-time message retrieval server

EMC SourceOne 86Real-time message retrieval server Port field

EMC SourceOne 86reboot prompt 41repairing

server 62Repository Locator service 16requirements

client hardware 70client software 70server hardware 24server software 24

Ssecurity

client cache 72server

components 16hardware requirements 24IIS configuration 16installation wizard 32prerequisite wizard 29repair wizard 62silent install 39software requirements 24uninstall wizard 65

services 52session affinity 23silent install

client 90software

client requirements 71server requirements 25

software requirementsclient 70

synchronizationuser cache 17

Synchronization (backfill) server fieldEMC SourceOne 86

Synchronization (backfill) server Port fieldEMC SourceOne 86

Uuninstalling

client 132server 65

upgrade wizardserver 59

upgrading 59URLs 131

Vverify

GZip compression 51verifying

application pool 47Authenticated Users group 46web site on server 42

Wweb service

logging 55web site

verifying 42web.config 56WSE 2.0 SP3 27
