emc sourceone offline access version 7.1 installation and

EMC SourceOne Offline AccessVersion 7.1

Installation and Administration Guide

302-000-157REV 01

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Copyright 2010-2013 EMC Corporation. All rights reserved.

Published September, 2013

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EMC SourceOne Version 7.1 Offline Access Installation and Administration Guide

Contents

Chapter 1 Offline Access OverviewIntroduction ....................................................................................... 12Offline Access benefits ..................................................................... 12Offline Access architecture .............................................................. 13

Offline Access components .......................................................15Offline Access processes ............................................................16

Chapter 2 General Prerequisites and GuidelinesSystem requirements ........................................................................ 18System considerations...................................................................... 19

Installation considerations ........................................................19Security considerations..............................................................20Display settings...........................................................................21Synchronizing computer clocks ...............................................22Considerations for mixed EmailXtender-SourceOne environments...............................................................................22

Chapter 3 Installing and Upgrading Offline AccessInstalling the Offline Access software............................................ 24Upgrading the Offline Access client .............................................. 33

Manual upgrade .........................................................................33Silent upgrade .............................................................................33Repair Offline Access after upgrading to Outlook ................34

EMC SourceOne Version 7.1 Offline Access Installation and Administration Guide 3

Contents

Chapter 4 Configuring Offline AccessIntroduction....................................................................................... 36Configuration considerations ......................................................... 36

User permissions ........................................................................ 36Configuration guidelines .......................................................... 39Accessing EmailXtender messages in a SourceOne environment ................................................................................ 41Offline Access cache................................................................... 41

Configuring Offline Access for multi-user computers................ 44Configuring group policy................................................................ 45

Adding the Offline Access administrative template to Group Policy Editor ................................................................................ 45Configuring Offline Access policies ........................................ 47How to enable settings in GPO ................................................ 48Enabling/disabling Offline Access .......................................... 48Enabling/disabling copy shortcut behavior .......................... 50Enabling/disabling move shortcut behavior ......................... 52Configuring the maximum age of messages to cache........... 54Configuring the maximum cache size..................................... 55Showing/hiding the Offline Access tray icon........................ 57Configuring the location of the cache database ..................... 58Configuring the synchronization frequency .......................... 60Configuring the types of messages to cache........................... 61Configuring the minimum age of messages to pre-cache .... 63Configuring SourceOne Web Services host settings ............. 65Configuring delay for Requesting Message dialog box........ 68Configuring log files .................................................................. 70Configuring the startup synchronization delay..................... 74Specifying item types to cache.................................................. 76

Configuring Offline Access for User Delete ................................. 78Considerations and limitations for User Delete..................... 79GPO entries for User Delete...................................................... 80Registry entries for User Delete................................................ 85

Modifying ports used by Offline Access ....................................... 86Registry entries ................................................................................. 87

HKEY_CURRENT_USER registry entries .............................. 87HKEY_LOCAL_MACHINE registry entries........................ 102

EMC SourceOne Version 7.1 Offline Access Installation and Administration Guide4

Contents

Enabling Kerberos authentication ................................................ 104Overview of using Kerberos authentication with Offline Access .........................................................................................104Enabling Kerberos authentication on the EMC SourceOne Web server .................................................................................105Enabling Kerberos on Offline Access clients ........................109Verifying that Kerberos authentication is being used on the server and client ........................................................................112

Chapter 5 Troubleshooting Offline AccessTroubleshooting checklist .............................................................. 116Repairing the components ............................................................. 118

Repairing Microsoft Visual C++ Redistributable.................118Repairing Microsoft .NET framework ...................................118Repairing EMC SourceOne Offline Access ...........................119

Offline Access and Microsoft Office ............................................. 120Upgrading to Microsoft Office 2010/2013 ............................120Uninstalling Microsoft Outlook..............................................120

Offline Access and expired passwords ........................................ 121Configuring number of retries ...................................................... 121Enabling and viewing log files for Offline Access ..................... 121Uninstalling EMC SourceOne Offline Access client software .. 122

Uninstallation considerations .................................................122Uninstalling the Offline Access software manually ............123Uninstalling the Offline Access software silently ................124

5EMC SourceOne Version 7.1 Offline Access Installation and Administration Guide

Contents

EMC SourceOne Version 7.1 Offline Access Installation and Administration Guide6

Preface

As part of an effort to improve and enhance the performance and capabilities of its product lines, EMC periodically releases revisions of its hardware and software. Therefore, some functions described in this document may not be supported by all versions 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 document is part of the EMC SourceOne Offline Access documentation set, and is intended for use by installers of the product, Discovery Manager system administrators, and mail server administrators.

Relateddocumentation

Related documents include:

EMC SourceOne Offline Access User Guide

EMC SourceOne Offline Access Release Notes

EMC SourceOne Email Management Installation Guide

EMC SourceOne Email Management Administration Guide

EMC SourceOne Search User Guide

EMC SourceOne Products Compatibility Guide

EMC SourceOne Email Management Release Notes


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Preface

Conventions used inthis document

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

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

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shown outside of running text

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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 information about EMC products, licensing, and service, go to the EMC Online Support website at:

http://support.EMC.com

Technical support Go to EMC Online Support and click Service Center. You will see several options for contacting EMC Technical Support. Note that to open a service request, you must have a valid support agreement. Contact your EMC sales representative for details about obtaining a valid support agreement or with questions about your account.

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http://support.emc.comhttp://Support.EMC.comhttp:/support.emc.com

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Preface


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This chapter contains the following topics:

Introduction ........................................................................................ 12 Offline Access benefits ...................................................................... 12 Offline Access architecture ............................................................... 13

Offline AccessOverview

Offline Access Overview 11

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Offline Access Overview

IntroductionThe EMC SourceOne 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.

EMC SourceOne Offline Access 7.1 provides support for Outlook 2013 and the new offline access cache mode feature synchronizes Outlook cache data.

Offline Access benefitsEMC SourceOne Offline Access client application provides:

User access to archived email, online or off-line

Increased performance when users access email from remote locations

Reduce Exchange and SourceOne server load and network traffic by caching data locally

Automatic synchronization and caching

Instant resolution of shortcut email

Preview pane which works fully with shortcut messages

Ability to open attachments directly from the preview pane

Improved efficiency in handling shortcut messages and attachments



Offline Access architectureFigure 1 on page 13 illustrates how the Offline Access client components work with Microsoft Outlook and the EMC SourceOne Web server.

Figure 1 Architecture diagram Offline Access for Outlook 2007

Offline Access architecture 13

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Figure 2 Architecture diagram Offline Access for Outlook 2010/2013

Refer to:

Offline Access components on page 15 Offline Access processes on page 16



Offline Access componentsThe following table describes the major Offline Access components.

Table 1 Offline Access components

Component Description

Offline Access Agent The Offline Access Agent on the client computer: Pre-caches messages to be shortcut. Monitors network and archive server connection status. Backfills existing shortcuts if necessary. Removes cached items that no longer exist in the users

mailbox. Ensures that the cache size is within a few percentage

points of the configured maximum.

Offline Access Extension (Outlook 2007)

The Offline Access Extension on the users computer monitors user actions and intercepts Outlook events: Read, Open, Reply, Forward, and Copy.

Offline Access Add-In (Outlook 2010/2013)

The Offline Access Add-In on the users computer monitors user actions and intercepts Outlook events: Read, Open, Reply, Forward, and Copy.

Offline Access Sync Agent The Offline Access Sync Agent builds a local database cache and determines the connection status to the network.

Offline Access SourceOne Provider

The Remote Repository Provider accesses archive content by using EMC SourceOne Web Services host.

Database Provider Offline Access interfaces with the database through the database provider. The Offline Access Add-in/Extension and Sync Agent use this component to add, remove, or modify items in the database.

Offline Access Compact component

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

Offline Access architecture 15

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Offline Access processesRefer to:

How Offline Access works on page 16 Synchronization process on page 16

How Offline Access worksOffline Access works in the following way:

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

2. The Offline Access Agent on the users computer synchronizes the OA cache with the OST file.

3. After initial synchronization with the OST file, the Offline Access cache contains the contents of shortcut messages.

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

5. If the messages are not in the Offline Access cache, then the SourceOne Provider re-caches messages from the SourceOne Web server.

Synchronization processSynchronization occurs between the Offline Access and Outlook:

At initial load.

At the interval specified in either:

The Cache Sync frequency setting in Offline Access Group Policy. For more information, refer to Configuring the synchronization frequency on page 60.

Or, if the policy is not enabled, in the Sync frequency field in the Options > EMC SourceOne tab > Cache Settings dialog box. For more information, refer to the EMC SourceOne Offline Access User Guide.

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


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This chapter provides details on system requirements, security considerations, and best practices for installing and configuring EMC SourceOne Offline Access software.

This chapter is organized as follows:

System requirements ......................................................................... 18 System considerations ....................................................................... 19

General Prerequisitesand Guidelines

General Prerequisites and Guidelines 17

18

General Prerequisites and Guidelines

System requirementsThis section describes the basic system requirements.

Table on page 18 describes the requirements for client computers running the EMC SourceOne Offline Access software.

Table 2-1 EMC SourceOne Offline Access client computer requirements

Hardware Standard desktop or laptop used in a corporate environment.

OS The EMC SourceOne Products Compatibility Guide provides more detailed information on operating system requirements.

Network Standard connection to the corporate network.

Software The EMC SourceOne Products Compatibility Guide provides more detailed information on supported versions of the software described in this section.

Email software (Exchange) Ensure Microsoft Outlook installed Validated by EMC SourceOne software

installation that email client version is supported

Microsoft.NET Framework Redistributable Package

Manually or silently install Validated by EMC SourceOne software

installation

Microsoft Visual C++ 2010 SP1 Redistributable Package (x86)

English language systems are automatically installed with EMC SourceOne Offline Access software if not present

Microsoft Visual C++ 2010 SP1 Redistributable Package (x64)

English language systems are automatically installed with EMC SourceOne Offline Access software 64-bit version if not present

Review other considerations in System considerations on page 19.



System considerationsBefore you install and configure Offline Access, review:

Installation considerations on page 19

Security considerations on page 20

Display settings on page 21

Synchronizing computer clocks on page 22

Considerations for mixed EmailXtender-SourceOne environments on page 22

Installation considerationsReview the following installation considerations:

Outlook profile: If you log in as a user without an Outlook profile on a client computer, and you install Offline Access by using the installation wizard, then the EMC SourceOne server port settings are not saved. As a workaround, install Offline Access silently by using the registry keys or GPO to push out configuration settings.

Random Uninstall/reinstall behavior: In some cases, after uninstalling, if you reinstall Offline Access:

The Offline Access Extension does not load.

The Offline Access Agent does not start.

The maximum cache size is set to 0 MB.

The error occurs during the following scenario:

1. Disable the Offline Access Extension through Outlook.

2. Exit Outlook.

3. Uninstall Offline Access.

4. Install Offline Access.

System considerations 19

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Outlook preserves the cache state when it restarts. There is no safe method to force Outlook to discard its cached state.

Use one of the following workarounds:

After uninstalling Offline Access, restart Outlook before reinstalling Offline Access.

In Outlooks Add-in Manager, enable the Offline Access Extension.

Uninstall leaves log files: By design, log files are not removed when you uninstall Offline Access. Log files are located at:

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

Unused language folder: A Korean language folder is created in \Program Files\EMC SourceOne\Offline

Access\Languages\1042. The folder is not used.

Security considerationsReview the following security considerations:

Client security on page 20

Windows firewall on page 21

McAfee anti-virus software on page 21

Using Offline Access with S/MIME encrypted and signed messages on page 21

Client securityTo secure the Offline Access:

Use strong passwords for the users Windows account. Refer to Microsoft best practices for creating and using strong passwords.

Use a password-enabled screen saver.

Secure the users hard drive with Windows encryption.



Windows firewallWindows XP SP2, and Windows Vista/Windows 7 include Windows firewall, which is turned on by default. If you have problems accessing shortcutted e-mails, 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

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

McAfee VirusScan 8.0i Patch 13 or later

McAfee VirusScan 8.5 or later

Using Offline Access with S/MIME encrypted and signed messagesEMC SourceOne Offline Access can be used to open and view email messages encrypted and digitally signed by Outlook mail clients using the S/MIME (Secure/Multipurpose Internet Mail Extensions) protocol. S/MIME is a protocol that adds digital signatures and encryption to MIME messages as described in RFC 1521.

Other Non-S/MIME types of encryption and digital signing are not currently supported with Offline Access.

Messages digitally signed and encrypted using S/MIME that were shortcut by EMC SourceOne Email Management can be opened and viewed using Offline Access.

Note: When using Microsoft Outlook Delegate Access, a delegated user will require access to the delegator's signed certificate to access any encrypted and digitally-signed messages, including r

Display settingsFor the best display of the icons in the Tools > Options > EMC SourceOne tab of Outlook on Microsoft Windows, set the Color Quality to 32-bit by using the Control Panel > Display > Display Properties > Settings tab option.

System considerations 21

http://powerlink.emc.com

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Synchronizing computer clocksEnsure that the clocks on Offline Access client computers are synchronized with servers; otherwise, errors might occur.

Considerations for mixed EmailXtender-SourceOne environmentsConsider the following information:

EmailXtender User Cache server is no longer supportedThe Offline Access client works with SourceOne servers. The EmailXtender User Cache server is no longer supported.

Uninstall previous versions of Offline Access clientIf you are deploying the Offline Access client application on a client computer in which a previous version of EMC EmailXtender Offline Access is already installed, you must first uninstall the older version of the client application.

Type the following command (ensure there is a space before /l*v):

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

Note: The GUID is the same regardless of the Offline Access version, and the original installation executable does not need to be available.

EmailXtender software altered by EMC SourceOne Offline AccessThe EMC SourceOne Offline Access installation program alters the EmailXtender Shortcut Add-in on EmailXtender client computers.

Both products include a COM add-in used to resolve shortcuts that is incompatible with the components used by the EMC SourceOne Offline Access application. If this shortcut COM add-in is detected during installation, you are notified and it is disabled.


3

This chapter describes how to install EMC SourceOne Offline Access software.

This chapter is organized as follows:

Installing the Offline Access software............................................. 24 Upgrading the Offline Access client................................................ 33

To uninstall Offline Access, refer to Uninstalling EMC SourceOne Offline Access client software on page 121.

Installing andUpgrading Offline

Access

Installing and Upgrading Offline Access 23

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Installing and Upgrading Offline Access

Installing the Offline Access softwareYou can install the EMC SourceOne Offline Access software on client computers to provide transparent access to shortcut email (online or offline). This section includes procedures for installing this software manually using the MSI installation, or silently using a distribution package such as Microsoft SMS.

Refer to:

Prerequisites on page 24

Procedures on page 26

Verifying the installation for Outlook 2010/2013 on page 32

Note: Do not install the Exchange Management Console on client computers that are running Offline Access.

The Exchange Management Console installs a version of MAPI that Offline Access does not support, and which causes the error: Offline Access Cache Agent: Failed to open MAPI message store 0x80010106.



Prerequisites Table 2 provides an overview of the prerequisites you must complete before installing software.

Table 2 Prerequisites

Prerequisite Details

System requirements Hardware, operating system, network connectivity, and prerequisite software requirements are described in Table on page 18.Also, ensure that you review the information in System considerations on page 19.

Accounts and permissions Ensure that: Active Directory accounts and groups and other

permissions-related configuration is performed as described in the EMC SourceOne Email Management Installation Guide.

Database permissions are configured as described in the EMC SourceOne Email Management Installation Guide.

EMC SourceOne software This installation requires that an EMC SourceOne Web Services computer exists and is accessible on the network. You will specify this hostname during the EMC SourceOne Offline Access software installation. If you have configured two or more Web Services computers in a load balancing cluster, you will instead specify the virtual hostname during the EMC SourceOne Offline Access software installation. For more information, see the EMC SourceOne Email Management Installation Guide.

Review considerations Ensure that you review the considerations provided in System considerations on page 19.

Installing the Offline Access software 25

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Procedures Install the Offline Access software by using one of the following methods:

Manual installation on page 26

Silent installation on page 31

Manual installationTo install the Offline Access software manually:

1. Log in to the host computer by using an account with local administrator privileges.

2. Navigate to the Setup\Windows directory on the EMC SourceOne Offline Access software kit.

3. Based on your installation copy any of the following executable to a temporary location on the host computer:

4. Navigate to the temporary location to which you copied the setup executable.

5. Double-click the appropriate executable and click Run. The Welcome page is displayed.

When the installer is run, it validates the system configuration to ensure that prerequisite components are installed. Depending on your system configuration, the installer might automatically install one or more prerequisite components before displaying the Welcome page. Automatically installed components are listed in the SourceOne Email Management Installation Guide.

6. Click Next to display the Destination Folder page.

Architecture Installer

32-Bit Platform ES1_OfflineAccess.exe

64-Bit Platform ES1_OfflineAccessx64.exe



Figure 3 Destination folder

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. Continue to Step 7.

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.

b. Browse to or create the destination folder.

Note: You cannot install the Offline Access software 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.


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7. (Optional) By default, the cache location is:

C: \Documents and Settings\User\Application Data\EMC\ To specify a non-default location for the cache:

a. Click Advanced to display the Advanced Settings page.

Figure 4 Advanced settings page

b. Note the following:

If the cache location has been configured in the Offline Access Group Policy (described in Configuring the location of the cache database on page 58 ), 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.

c. On the Advanced Settings page, click Change.



Figure 5 Change cache folder location page

d. Select the location for the cache.

e. In the Advanced Settings page, click OK.

8. Configure the server settings by using the Server Settings page.

Figure 6 Server settings


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9. Enter the Server Settings information:

a. In the Real-time message retrieval server field, specify the hostname of the computer on which the EMC SourceOne Web Services software is installed, specifically the Document Management service.

If using load balancing such as Microsoft NLBS, type the virtual hostname.

b. In the Real-time message retrieval server: Port field, specify the primary port of the Web Services host or virtual host. 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 Web Services host (or virtual host).

d. In the Synchronization (backfill) server: Port field, specify the secondary port of the Web Services host (or virtual host). 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 Web Services host (or virtual host) 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. Click Next to display the Ready for Installation page.

11. Click Install.

After the installation is complete, the InstallShield Wizard Completed page displays.

12. Click Finish.

Note: If Outlook was running during the installation, it must be restarted to use Offline Access.



Silent installation You can silently install the Offline Access software. The ES1_OfflineAccess.exe program confirms that the appropriate version of the Microsoft Installer (MSI) is on the system and it launches the MSI with the applicable parameters.

The Microsoft Installer documentation provides more information on standard command line parameters.

Use the following syntax to silently install Offline Access:

ES1_OfflineAccess.exe /s /v"/qn /L*v C:\EMC_OfflineAccess.log INSTALLDIR=\"DRIVE:\DIRECTORY\" EX_TCP_PRIMARY_SERVER=PRIMARY_TCP_SERVER EX_TCP_PRIMARY_PORT=PRIMARY_TCP_PORT EX_TCP_SECONDARY_SERVER=SECONDARY_TCP_SERVER EX_TCP_SECONDARY_PORT=SECONDARY_TCP_PORT REBOOT=ReallySuppress "

This table describes the required user-defined parameters.

Table 3 Required silent install parameters for Offline Access software

Parameter Detail

INSTALLDIR Installation directory.Example: C:\EMC

EX_TCP_PRIMARY_SERVER Enter the hostname of the computer on which Web services installed. If using load balancing, type the virtual hostname.

EX_TCP_PRIMARY_PORT Enter 8001. This is the default value.

EX_TCP_SECONDARY_SERVER Enter the hostname of the computer on which Web Services installed. If using load balancing, type the virtual hostname.

EX_TCP_SECONDARY_PORT Enter 8002. This is the default value.


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This table describes the optional user-defined parameters.

Verifying the installation for Outlook 2010/2013After you install Offline Access for Outlook 2010/2013, verify that there are two entries for Offline Access in the Outlook COM Add-Ins dialog box (File > Options > Add-ins > Add-ins Options button):

EMC SourceOne Offline Access Addin - the Offline Access add-in for Outlook 2010/2013

EMC SourceOne Offline Access Configuration page - the EMC SourceOne tab added to the Outlook Options dialog box

Note: By design, these strings are not localized.

Table 4 Optional silent install parameters for Offline Access software

Parameter Detail

EX_CACHEDIR Points to a non-default location for the cache.

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

Example: C:\EMC_OfflineAccess_Cache

EX_CACHEMOD A value of 1 instructs the install to modify the default cache location. If you use EX_CACHEMOD, then you must also use EX_CACHEDIR.

EX_SAVECACHE Used only for uninstalling Offline Access. 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.

EX_SAVE_SETTINGS Used only for uninstalling Offline Access. 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.



Upgrading the Offline Access clientAlways refer to the EMC SourceOne Offline Access Release Notes before upgrading the Offline Access client.

Refer to:

Manual upgrade on page 33

Silent upgrade on page 33

Repair Offline Access after upgrading to Outlook on page 34

Manual upgradeTo upgrade an older version of Offline Access client:

1. Close Microsoft Outlook on the client machine.

2. Verify that Microsoft Outlook and Offline Access are not running. To confirm, open Task Manager and verify that the following processes are not running:

Outlook.exe

ExOAAgent.exe

3. Depending on the environment, run either of the following executables:

ES1_OfflineAccess.exe (32-bit)

ES1_OfflineAccess64.exe (64-bit)

4. After the upgrade is complete, start Microsoft Outlook.

Silent upgradeTo perform a silent upgrade of the Offline Access client, use the /update switch:

ES1_OfflineAccess.exe /s /update /v"/qn /L*v C:\EMC_OfflineAccess2.log INSTALLDIR=\"DRIVE:\DIRECTORY\"EX_TCP_PRIMARY_SERVER=PRIMARY_TCP_SERVEREX_TCP_PRIMARY_PORT=PRIMARY_TCP_PORTEX_TCP_SECONDARY_SERVER=SECONDARY_TCP_SERVEREX_TCP_SECONDARY_PORT=SECONDARY_TCP_PORTREBOOT=ReallySuppress "

Upgrading the Offline Access client 33

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Repair Offline Access after upgrading to OutlookIf you install Offline Access on a computer running Outlook 2007/2010, and then later you upgrade to Outlook 2010/2013, you must run Repair on Offline Access.

The Repair option registers the Offline Access COM Add-in required for Outlook 2010 support, and unregisters the Exchange Client Extension that was required for Outlook 2007 support.

As an alternative to running Repair, you can:

1. Script the repair of the Offline Access install.

2. Manually unregister the EXOAExtn.dll file in the Offline Access installation directory.

3. Register the EMCOAAddin.dll file also located in the Offline Access installation directory.


4

This chapter describes how to configure the EMC SourceOne Offline Access client for EMC SourceOne. This chapter is organized as follows:

Introduction ........................................................................................ 36 Configuration considerations........................................................... 36 Configuring Offline Access for multi-user computers ................. 44 Configuring group policy ................................................................. 45 Configuring Offline Access for User Delete................................... 76 Modifying ports used by Offline Access ........................................ 84 Registry entries................................................................................... 85 Enabling Kerberos authentication ................................................. 102

Configuring OfflineAccess

Configuring Offline Access 35

36

Configuring Offline Access

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

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

Note: 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 for multi-user computers on page 44 .

Configuration considerationsBefore you configure Offline Access, consider the following:

User permissions on page 36

Configuration guidelines on page 39

Accessing EmailXtender messages in a SourceOne environment on page 41

Offline Access cache on page 41

User permissionsConsider the following user permission requirements:

Required permissions for Offline Access users on page 37

User permissions on mapped folders on page 38



Required permissions for Offline Access usersIn an EMC SourceOne environment, or in a mixed EmailXtender and EMC SourceOne environment, Offline Access users must have the following permissions as described in the following table.

Table 5 User permissions for Offline Access

Action Required permissions

Retrieve archived messages

Offline Access users must have permissions on the SourceOne mapped folders.Refer to "Configuring Mapped Folders" in the EMC SourceOne Email Management Administration Guide.

Open shortcuts in a shared mailbox

Offline Access users must have Exchange Full Mailbox permissions on the shared mailbox.

Open shortcuts in a shared folder in a mailbox

Just sharing the Outlook folder is not sufficient.Offline Access users must have all of the following Outlook permissions to access a shared folder: Delegate access to the mailbox. In the Outlook Delegate

Permissions dialog box, the delegator must select Editor in the Inbox field.

Reviewer permission on the top-level Mailbox - node in Outlook.

Editor permission on the shared folder in Outlook.For information on setting delegate permissions, consult the documentation for your mail client.

Note: A delegated user does not need permissions on the SourceOne mapped folders. As long as the delegator has permissions on the mapped folders and can access shortcuts from the archive, then the delegated user can access the same shortcuts.

Open shortcuts in a delegate mailbox

Offline Access users must delegate access to the mailbox. In the Outlook Delegate Permissions dialog box, the delegator must select Editor in the Inbox field.For information on setting delegate permissions, consult the documentation for your mail client.

Note: A delegated user does not need permissions on the SourceOne mapped folders. As long as the delegator has permissions on the mapped folders and can access shortcuts from the archive, then the delegated user can access the same shortcuts.

Configuration considerations 37

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User permissions on mapped foldersTo retrieve messages from the archive, Offline Access users must have permissions on mapped folders.

For Outlook Delegate Access, a delegated user does not need permissions on the mapped folders. As long as the delegator has permissions on the mapped folders and can access shortcuts from the archive, then the delegated user can access the same shortcuts.

In a mixed environment (EMC SourceOne and EmailXtender), to retrieve EmailXtender shortcuts in Public Folders, Offline Access users must have Read All permission on the mapped folders associated with the EmailXtender archive.

For more information about permissions required for Outlook (delegate access, shared mailboxes, and shared folders) and Public Folders, refer to User permissions on page 36.

For more information on mapped folders, refer to "Configuring Mapped Folders" in the EMC SourceOne Email Management Administration Guide.

Open shortcuts in Public Folders

In a mixed SourceOne and EmailXtender environment, where EmailXtender is used to shortcut items in Public Folders, Offline Access users must have the following permissions to retrieve EmailXtender shortcuts from those Public Folders: Edit All permission on the Public Folders. The SourceOne

service account and the EmailXtender service account also need client access permissions on Public Folders.

Read All permission on the SourceOne mapped folders associated with the EmailXtender archive.

Table 5 User permissions for Offline Access (continued)

Action Required permissions



Configuration guidelinesThis section describes best practices for deploying and configuring Offline Access:

Deploy before shortcutting: Deploy Offline Access on users machines before they create shortcuts in their mailboxes, particularly, for the user machines with Cached Exchange Mode enabled in Outlook. If you follow this recommendation, then Offline Access can build its local cache from Outlooks cache without having to retrieve messages over the network.

Upgrade before shortcutting: Upgrade Offline Access clients before shortcutting calendar items.

Calendar items are cached: In addition to messages, Offline Access can now store calendar items in the local cache. When disconnected from the network, users can retrieve attachments in the calendar items.

Cache start time and shortcut policy: To copy the messages from Outlooks cache before they become shortcuts, set the Offline Access cache start time (Cache messages older than option) earlier than the start time of the shortcut policy. During Offline Access synchronization, shortcuts must be retrieved from the archive server.

Additionally, provide a buffer time for users, for example, users returning to the office after an extended period, to ensure that messages are retrieved from Outlooks 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 are copied to the cache 30 days before they become shortcuts.

Cache size: Set the maximum cache size large enough to hold the majority of messages within the cache period. This would help the disconnected and remote users to have the messages in the local cache. They need not retrieve them from the archive server.

After the initial installation, by default, the maximum cache size is set to 20 percent of the free disk space. You can modify the percentage before you install Offline Access.


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Cache Item Types: To control which item types are cached (e-mail, appointments, meetings):

Use the Cache Item Types setting in the Offline Access Group Policy.

or

Type the following registry entry:

HKCU\Software\EMC\SourceOne\OfflineAccess\Config\CacheItemTypes

Caching options and shortcut policy: 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, the Offline Access cache either caches more items than necessary or does not cache items that should be in the cache.

Cached Exchange Mode: If users do not enable Cached Exchange Mode in Outlook, consider setting the Cache messages that option to Dont cache any messages in Offline Access. Offline Access creates a local cache file that contains messages similar to Outlooks cache. You can 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; however, each time a shortcut is accessed by the user, Offline Access must retrieve the message from the archive server.

Calendar items: If you choose to cache calendar items, deploy the new Offline Access client before you create shortcuts for calendar items. Offline Access pre-caches calendar items before they are shortcut.

After you deploy the new Offline Access client, calendar items are cached based on the existing cache settings. The All messages and Have attachments options for the Cache messages that setting have the same results for calendar items as they have for messages.



Accessing EmailXtender messages in a SourceOne environmentTo access EMC EmailXtender messages in an environment in which EMC SourceOne is also installed:

1. Connect the EmailXtender archive to EMC SourceOne. Refer to "Connecting Archives" in the EMC SourceOne Email Management Administration Guide.

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

3. Give users permissions on the mapped folders. To retrieve messages, Offline Access users must have permissions on those folders. Refer to "Configuring Mapped Folders" in the EMC SourceOne Email Management Administration Guide.

4. Configure Offline Access to use the EMC SourceOne TCP server settings. Refer to Configuring SourceOne Web Services host settings on page 64. You can also specify TCP server settings during installation of the Offline Access client and in the Offline Access user interface.

Offline Access cacheOffline Access can run in the following modes:

Caching mode:

The Cache messages that option is set to either All messages or Have attachments.

Messages are cached on the users hard drive.

Users can preview and open shortcut messages in Outlook whether or not they are connected to the network. Shortcut messages are opened from the users cache.

The Update, Rebuild, and Compact options are available on the status icons right-click menu and on the EMC SourceOne tab in Outlook.


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Non-caching mode:

The Cache messages that option is set to Dont cache any messages.

Messages are not cached on the users hard drive.

Users can preview and open shortcut messages in Outlook.

The Update, Rebuild, and Compact options are disabled on the status icons right-click menu and on the EMC SourceOne tab in Outlook. To specify the mode, use the Cache messages that option, as described in Configuring the types of messages to cache on page 61.

Offline Access cache maintenance on client computersConsider the following:

Changing server settings after Offline Access installation on page 42

Enabling or disabling the Offline Access cache on page 42

Rebuilding the Offline Access cache on page 43

Copying the Offline Access cache to another computer on page 43

Changing server settings after Offline Access installationIn EMC SourceOne environments, to change the servers 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. For more information, refer to Configuring SourceOne Web Services host settings on page 64.

The Server Settings dialog box. Refer to the EMC SourceOne Offline Access User Guide.

Enabling or disabling the Offline Access cacheTo enable or disable the cache, refer to one of the following:

Enabling/disabling Offline Access on page 48

Enabling/disabling EMC SourceOne Offline Access in the EMC SourceOne Offline Access User Guide or online help



Rebuilding the Offline Access cacheTo rebuild the cache, see the EMC SourceOne Offline Access User Guide or online help.

Copying the Offline Access cache to another computerTo avoid rebuilding the OfflineAccess cache on a new or re-imaged computer, copy the cache from the old computer to the new computer before starting Outlook.

1. Copy the EMC folder containing the cache from the old computer to the appropriate directory on the new computer. For example, if the default cache locations are used:

For Windows XP, copy the EMC folder to the following directory on the new computer:

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

For Windows Vista, Windows 7, and Windows 8, copy the EMC folder to the following directory on the new computer:

C:\Users\user\AppData\Local

2. Delete log files from the EMC folder.

3. Start Outlook on the new computer.

Outlook will use the OfflineAccess cache that was copied from the old computer. The cache has an ID that is unique for each user, so the cache can be copied. This StoreID is in the registry: HKCU\Software\EMC\SourceOne\OfflineAccess\Config.

Table 6 Cache locations

Platforms Cache location

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

Windows VistaWindows 7Windows 8

C:\Users\user\AppData\Local\EMC\


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Configuring Offline Access for multi-user computersTo configure Offline Access in a multi-user computer environment, you must use one of the following methods:

Configure GPO and push the settings out to all users as described in Configuring group policy on page 45.

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

Use custom logon scripts to deploy a registry file pointing to HKLM\Software\EMC\SourceOne\OfflineAccess\Config. For descriptions of the settings, refer to the following: HKCU\Software\EMC\SourceOne\OfflineAccess\Config on page 86. 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 are sent to all users of that computer. However, each user can edit the settings independently in Tools > Options > EMC SourceOne tab in Outlook, 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 users HKCU and can be edited by the user in Outlook > Tools > Options > EMC SourceOne tab.



Configuring group policy Use Microsoft Group Policy Editor and the EMC Offline Access administrative template (Offline Access Group Policy.adm and Offline Access Group Policy.admx to manage user setting).

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 96.

If an Offline Access policy setting exists in the registry, then corresponding setting in the Tools > Options > EMC SourceOne tab in Outlook is 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.

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

1. Based on the version of Outlook you have on your computer, copy one of the following files from the EMC Offline Access release kit to a directory on the computer.

Offline Access Group Policy.adm for Windows 2007

Offline Access Group Policy.admx file for Windows 2008

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

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

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

Configuring group policy 45

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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 displays the EMC Offline Access Policies subfolder.

Figure 7 EMC Offline Access policies



Configuring Offline Access policiesTo 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 that you want to configure.

4. Continue to the appropriate topic:

How to enable settings in GPO on page 48

Enabling/disabling Offline Access on page 48

Enabling/disabling copy shortcut behavior on page 50

Configuring the maximum age of messages to cache on page 54

Configuring the maximum cache size on page 55

Showing/hiding the Offline Access tray icon on page 57

Configuring the location of the cache database on page 58

Configuring the synchronization frequency on page 60

Configuring the types of messages to cache on page 61

Configuring the minimum age of messages to pre-cache on page 62

Configuring SourceOne Web Services host settings on page 64

Configuring delay for Requesting Message dialog box on page 67

Configuring log files on page 69

Configuring the startup synchronization delay on page 73

Specifying item types to cache on page 74

5. After configuring a setting, perform 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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How to enable settings in GPOAll GPO setting have three standard options: Not Configured, Enabled, and Disabled. Most Offline Access GPO settings also have additional options or fields. If you select the Enabled option for a GPO setting that requires additional information, but you do not supply that information, then the GPO property will revert to Disabled.

For example, to enable Offline Access in GPO, you must select both the Enabled option and the Enable Offline Access checkbox, as shown in Figure 8 on page 49.

This is how Microsoft's Group Policy Management interface works.

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

If Offline Access is disabled or not configured in Group Policy, then the users local preferences are used.

The user can change settings through the Tools > Options > EMC SourceOne > Offline Access checkbox in Outlook

To enable or disable Offline Access:

1. In the EMC Offline Access Policies window, double-click the Enable Offline Access setting.

The Enable Offline Access Properties dialog box opens.



Figure 8 Enable Offline Access

2. Perform one of the following steps:

To enable Offline Access, select Enabled.

To disable Offline Access, select Disabled.


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Enabling/disabling copy shortcut behavior Overview on page 50

Procedure on page 50

IMPORTANT!The Restore On Copy option applies only to Offline Access running with Outlook 2007, and is enabled by default. This option does not apply to Offline Access running with Outlook 2010/2013.

OverviewYou can enable or disable the restoration of shortcut items when users copy them by using the Restore On Copy setting.

If this setting is not configured or is disabled in Group Policy, then the user's preferences are used. The user can change these settings through Tools > Options > EMC SourceOne > Restore on Copy options in Outlook.

Other factors also affect the restoration of shortcut items during a copy, as described in "Restoring shortcut items when you copy them" in the EMC SourceOne Offline Access User Guide.

ProcedureTo enable or disable the restoration of shortcut items when users copy or move them:

1. In the EMC Offline Access Policies window, double-click the Copy Shortcuts Behavior setting.

The Copy Shortcuts Behavior Properties dialog box opens.



Figure 9 Copy shortcuts behavior


To enable the restoration of shortcut items when users copy them, click Enabled.

To disable the restoration of shortcut items when users copy them, click Disabled.


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Enabling/disabling move shortcut behavior Overview on page 50

Procedure on page 50

IMPORTANT!The Restore On Move option applies only to Offline Access running with Outlook 2007, and is enabled by default. This option does not apply to Offline Access running with Outlook 2010/2013.

OverviewYou can enable or disable the restoration of shortcut items when users copy or move them by using the Restore On Move settings.

If this setting is not configured or is disabled in Group Policy, then the user's preferences are used. The user can change these settings through Tools > Options > EMC SourceOne > Restore On Move options in Outlook.

Other factors also affect the restoration of shortcut items during a move, as described in "Restoring shortcut items when you move them" in the EMC SourceOne Offline Access User Guide.

ProcedureTo enable or disable the restoration of shortcut items when users move them:

1. In the EMC Offline Access Policies window, double-click the Move Shortcuts Behavior setting.

The Move Shortcuts Behavior Properties dialog box opens.



Figure 10 Move shortcuts behavior


To enable the restoration of shortcut items when users move them, click Enabled.

To disable the restoration of shortcut items when users move them, click Disabled.


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Configuring the maximum age of messages to cacheUse the Dont cache messages older than setting with the Cache Maximum Age setting to specify a range of message ages to cache.

This value must be greater than the value for the Cache Maximum Age setting, described in Configuring the minimum age of messages to pre-cache on page 62.

If 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 Tools > Options > EMC SourceOne > Dont cache messages older than field in Outlook.

To specify the maximum age of messages to cache:

1. In the EMC Offline Access Policies window, double-click the Cache Maximum Age setting. The Dont Cache Maximum Age Properties dialog box opens.

Figure 11 Cache maximum age




To enable the setting, do both of the following steps:

a. Select Enabled.

b. Select an option from the Cache Maximum Age field.

Note: The default is Outlook Offline Setting.

To disable the setting, click either:

Not Configured Disabled

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 setting is enabled in Group Policy but a value is not specified, then a default of 20 percent of free disk space is automatically allocated on the cache drive at first run.

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 Tools > Options > EMC SourceOne > Cache maximum size (MB) field in Outlook. The user cannot change the percent value.

Note: The maximum cache size that you specify is a target for the synchronization process.

The actual cache size displayed in Tools > Options > EMC SourceOne > Support Information in Outlook may exceed the specified maximum cache size by several percentage points.


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To specify the maximum cache size:

1. In the EMC Offline Access Policies window, double-click the Cache Maximum Size setting. The Cache Maximum Size Properties dialog box opens.

Figure 12 Cache maximum size

2. To enable the setting, perform the following steps:

a. Select 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 5-3 percent. The default is 20 percent.

3. To disable the setting, select either:

Not Configured

Disabled



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

Note: In Windows 7, the Offline Access icon is not displayed by default. Refer to "Displaying the Offline Access icon in Windows 7" in the EMC SourceOne Offline Access User Guide.

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

1. In the EMC Offline Access Policies window, double-click the Show Tray Icon setting. The Show Tray Icon Properties dialog box opens.

Figure 13 Show tray icon

2. Do one of the following steps:

To enable the setting, select Enabled.

To disable the setting, select Disabled.


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Configuring the location of the cache databaseIf you enable this setting in Group Policy, but do not specify a location, then the default path configured during installation is used (the users Application Data path).

If this setting is not configured or is disabled in Group Policy, then the the users preference or the default path configured during installation is used.

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

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

Do not specify any folder that contains other files.

Do not store other files in the cache directory.

The cache directory is removed when Offline Access is uninstalled (unless you perform a silent uninstall that includes the EX_SAVECACHE=TRUE argument).



To specify the location of the cache database:

1. In the EMC Offline Access Policies window, double-click the Cache Database Location setting. The Cache Database Location Properties dialog box is opened.

Figure 14 Cache database location


a. Select 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.


Not Configured

Disabled


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Configuring the synchronization 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 Tools > Options > EMC SourceOne tab > Cache Settings > Update frequency (minutes) field in Outlook.

To specify how often to synchronize the cache with the users mailbox:

1. In the EMC Offline Access Policies window, double-click the Cache Sync Frequency setting. The Cache Sync Frequency Properties dialog box opens.

Figure 15 Cache synchronization frequency




a. Select Enabled.

b. Specify a frequency, in minutes, in the Cache Sync Frequency (in minutes) field.

The range of valid values is 60 to 43200 minutes. The default is 1440 minutes (24 hours).


Not Configured

Disabled

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 Tools > Options > EMC SourceOne tab > Cache Settings > Cache messages field.

To specify the types of items to cache:

1. In the EMC Offline Access Policies window, double-click the Cache Filter setting.

The Cache Filter Properties dialog box opens.

Figure 16 Cache filter


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To enable the setting, perform the following steps:

a. Select Enabled.

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

All items: Cache all items (default) Have attachments: Cache only items with attachments Dont cache any items: Do not cache any items

To disable the setting, select either Not Configured or Disabled.

Configuring the minimum age of messages to pre-cacheYou use the Cache Maximum Age setting with the Dont cache items older than setting to specify a range of message ages to cache.

This value must be less than the value for the Cache Maximum Age setting, described in Configuring the maximum age of messages to cache on page 54.

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 Tools > Options > EMC SourceOne > Cache Settings > Cache items that are older than (days) field.

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

1. In the EMC Offline Access Policies window, double-click the Cache Minimum Age setting.

The Cache Minimum Age Properties dialog box opens.



Figure 17 Cache minimum age



a. Select Enabled.

b. Specify an age, in days, in the Cache Minimum Age field.

The valid range of values is 0 to 999.

The default is 30.

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


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Configuring SourceOne Web Services host settings Refer to:

Server settings on page 64

About the TCP server settings on page 64

Configuring TCP server settings on page 65

Server settings Note: Refer to Accessing EmailXtender messages in a SourceOne environment on page 41 for information on how to access EmailXtender messages in an environment in which EMC SourceOne is also installed.

If you use Group Policies to push server addresses for Offline Access, you must also push the archive server type.

This is especially important for sites that:

Are moving users from EmailXtender to EMC SourceOne. You must push the SourceOne server type along with the TCP server addresses.

Install Offline Access on multi-user computers. Uninstall only cleans the registry for the user who uninstalls Offline Access. Configuring Offline Access for multi-user computers on page 44 provides more information.

About the TCP server settingsThe Offline Access Extension uses the Real-time Message Retrieval Server TCP Address: Port setting for retrieval, and the Offline Access Agent uses the Synchronization (backfill) Server TCP Address: Port 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 Tools > Options > EMC SourceOne tab > Server Settings option in Outlook.



Configuring TCP server settingsTo configure TCP server settings:

1. In the EMC Offline Access Policies window, double-click the SourceOne Web Services Host Settings option.

The SourceOne Web Services Host Settings Properties dialog box opens.

Figure 18 Web service server settings


To enable the setting, do steps a, b, and c:

a. Select Enabled.

b. In the Real-time Message Retrieval Server TCP Address: Port field, specify the following:

Fully qualified EMC SourceOne server name.


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Port on that server that is hosting the Document Management Service (DocManageSvcHost):

EMC_SourceOne_server.domain:8001

Example: ES1Server.corp.company.com:8001

The Real-time Message Retrieval Server TCP Address: Port field must be configured so that messages can be retrieved.

c. In the Synchronization (backfill) Server TCP Address: Port field, specify the following:

The fully qualified EMC SourceOne server name.

The port on that server that is hosting the Document Management Offline Access Service (DocManageSvcOAHost):

EMC_SourceOne_server.domain:8002

Example: ES1Server.corp.company.com:8002

The Synchronization (backfill) Server TCP Address: Port field must be configured so that Offline Access caches on user computers can be populated (back-filled).

Note: Do not specify port 8001 for the Synchronization (backfill) Server TCP Address: 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 Synchronization (backfill) Server TCP Address: Port, then the backfilling process for Offline Access could negatively affect message retrieval by other clients.




Configuring delay for Requesting Message dialog boxIf an item is taking some time to retrieve, a Requesting Message dialog box is displayed.

Figure 19 Requesting message

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

You can configure the delay before this dialog box opens. If this setting is not configured or is disabled in Group Policy, then the user's preferences are used. The user can change this setting by using the Tools > Options > EMC SourceOne > Notifications option in Outlook.

To configure the delay before this dialog box opens:

1. In the EMC Offline Access Policies window, double-click the Cancel Dialog Delay policy.

The Cancel Dialog Delay Properties dialog box opens.


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Figure 20 Cancel dialog delay



a. Select 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 2 (seconds).


Note: If the user selects several items to copy or move that are not in the cache and are being retrieved, and if the user clicks Cancel in the Requesting Message dialog box, then the entire copy or move operation is cancelled. No items are copied or moved. To override this behavior, use the ContinueOnCancel registry entry. Refer to HKCU\Software\EMC\SourceOne\OfflineAccess\Config on page 86.



Configuring log files

IMPORTANT!Do not operate with a high logging level. By default, the verbosity level for EMC SourceOne trace logs is set to None. For troubleshooting purposes, EMC Support personnel may instruct you to set the verbosity level to Verbose for one or more trace logs. After you supply the requested logs to EMC Support, lower the verbosity level to None. A verbosity level higher than None has a negative effect on CPU use and disk space.

Log filenames and locationsThis table describes the Offline Access log files.

This table lists the locations of the log files.

Table 7 Log files

Installation Log files

Offline Access for Outlook 2007

OfflineAccessExtension.log - the Exchange Client Extension for Outlook interactions

OfflineAccessAgent.log - the agent for background retrievals OfflineAccessConfig.log - the property page operations

Offline Access for Outlook 2010/2013

OfflineAccessAddIn.log - the add-in for Outlook interactions OfflineAccessAgent.log - the agent for background retrievals OfflineAccessConfig.log - the property page operations

Table 8 Location of the log files

Platform Location

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

Windows Vista C:\Users\user\AppData\Local

Windows 7 C:\Users\user\AppData\Local\EMC

Windows 8 C:\Users\user\AppData\Local\EMC


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

Changes to the log level setting by using the Tools > Options > EMC SourceOne > Support Information dialog box take effect for each component at different times:

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. In the EMC Offline Access Policies window, double-click the Log File Settings policy.

The Log File Settings Properties dialog box opens.

Figure 21 Log file settings


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To enable the setting, do steps a, b, and c:

a. Select 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 Offline Access 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 Offline Access 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

Note: To prevent the log files from filling the hard disk, logging is disabled when the disk free space reaches 20 percent 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.



Configuring the startup synchronization delayYou can specify the delay between the time that Outlook and the Offline Access Agent starts, and the time that a scheduled synchronization or a rebuild occurs. This delay prevents performance problems that can happen if a synchronization or rebuild occurs while Outlook is starting.

Users cannot change this setting.

To specify how long to delay synchronization at startup:

1. In the EMC Offline Access Policies window, double-click the Startup Sync Delay setting.

The Startup Sync Delay Properties dialog box opens.

Figure 22 Startup sync delay properties


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a. Select Enabled.

b. Specify a time, in seconds, in the After agent startup, delay scheduled syncs for (secs) field.

The valid range of values is 60 to 1200.

The default is 600.


Specifying item types to cacheYou can specify the types of items to cache. The valid values correspond to the item types supported by EMC SourceOne Shortcut activities and by Offline Access. Users cannot change this setting.

To specify the types of items to cache:

1. In the EMC Offline Access Policies window, double-click the Cache Item Types setting. The Cache Item Types Properties dialog box opens.

Figure 23 Cache items types






a. Select Enabled.

b. In the Cache item types mask field, specify one of the values listed in Table 9 on page 75.

If you enter a value outside the range of 1 through 7, then an error message displays, for example:

0 is less than the minimum allowed value of 1. 1 will be saved instead of 0.

8 is greater than the maximum allowed value of 7. 7 will be saved instead of 8.

Table 9 Valid values for Cache item types

Value Description

1 Email Items (default)

2 Appointments

4 Meetings

Note: To cache more than one type of item, specify the sum of the appropriate values.

3 Email Items and Appointments

5 Email Items and Meetings

6 Appointments and Meetings

7 Email Items and Appointments and Meetings


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Configuring Offline Access for User DeleteOffline Access 6.7 and higher supports the User Delete feature. If you configure Offline Access for User Delete:

Users can delete email items from the SourceOne archive through Outlook.

Users can delete single or multiple selected items.

Users are prompted for confirmation before deleting the items from the archive.

Users can apply the current action to all future deletions and suppress prompting.

User Delete behavior depends on the version of Outlook, as described in Table 4.

Before you configure Offline Access for User Delete, review Considerations and limitations for User Delete on page 77.

To enable or disable User Delete for the Outlook mail client, use the User Delete Enable setting in EMC Offline Access Policies, as described in Enabling/disabling User Delete on page 78.

For additional configuration information, refer to:

GPO entries for User Delete on page 78

Registry entries for User Delete on page 83

Table 4 User Delete behavior in versions of Outlook

Features Outlook 2007 Outlook 2010

Drag and drop to Deleted Items folder

Not supported Supported

Deletion of Appointment types Not supported Supported

Explicit deletions from the list pane Supported Supported

Deletions from To-Do Bar Not Supported Not Supported

Deletion of items in an Inspector window

Supported Supported

Deletion of items by deleting the parent Outlook folder

Not Supported in Outlook 2007

Supported
