version 4.8 user cache installation and administration … · emc corporation corporate...

EMC® EmailXtender®Version 4.8

User Cache

INSTALLATION AND ADMINISTRATION GUIDEP/N 300-010-709 A01

(FOR USE WITH OFFLINE ACCESS CLIENT 6.6)

EMC CorporationCorporate Headquarters:

Hopkinton, MA 01748-9103

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

2

Copyright © 2005 - 2010 EMC Corporation. All rights reserved.Published June, 2010

EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice.

THE INFORMATION IN THIS PUBLICATION IS PROVIDED “AS IS.” EMC CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

Use, copying, and distribution of any EMC software described in this publication requires an applicable software license.

For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com.

All other trademarks used herein are the property of their respective owners.

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

Contents

Chapter 1 IntroductionBenefits and features ........................................................................ 10Architecture ....................................................................................... 12Best practices ..................................................................................... 16

Chapter 2 Installing Front-End Server SoftwareEnvironment and configurations.................................................... 20EMC User Cache front-end requirements ..................................... 22Interactively installing the EMC User Cache server software.... 23Silently installing the EMC User Cache server software ............ 36Verifying Web site on User Cache server....................................... 39Enabling GZip compression............................................................ 46Services ............................................................................................... 49Logging............................................................................................... 51Configuring access to EmailXtender servers ................................ 53Upgrading the EMC User Cache server application ................... 55Maintenance and troubleshooting.................................................. 58

Chapter 3 Installing the EMC SourceOne Offline Access ClientClient computer requirements ........................................................ 66Security best practices ...................................................................... 68About Windows Firewall................................................................. 69About McAfee anti-virus software................................................. 69Deploying Offline Access in an enterprise environment ............ 70Using Offline Access in a mixed environment ............................. 71Silently uninstalling User Cache client .......................................... 71Interactively installing EMC SourceOne Offline Access client .. 72Silently installing EMC SourceOne Offline Access client ........... 84

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

Contents

Chapter 4 Configuring the Offline Access ClientConfiguring Offline Access for multi-user computers................ 92Configuring group policy for Offline Access ............................... 93Registry entries ............................................................................... 119

Chapter 5 Managing and Troubleshooting Offline AccessTroubleshooting checklist .............................................................. 138Offline Access and Microsoft Office............................................. 140Offline Access and the EmailXtender Shortcut COM Add-in.. 141Offline Access and expired passwords........................................ 142Enabling and viewing log files for Offline Access ..................... 142Managing the Offline Access cache ............................................. 143About failover behavior in an EmailXtender environment...... 145Uninstalling EMC SourceOne Offline Access client software.. 145

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

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 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”


6

Preface

Relateddocumentation

Related documents include:

◆ EMC SourceOne 6.6 Offline Access User Guide

◆ EMC SourceOne 6.6 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”

{ } Braces indicate content that you must specify (that is, x or y or z)

... Ellipses indicate nonessential information omitted from the example


http://powerlink.emc.com

8

Preface

To provide feedback:

1. Go to:

http://Powerlink.EMC.com

2. Click the Feedback link.


http://powerlink.emc.com

1Invisible Body Tag

This chapter contains the following sections:

◆ Benefits and features.......................................................................... 10◆ Architecture ........................................................................................ 12◆ Best practices....................................................................................... 16

For end-user information, refer to the EMC SourceOne Email Management 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 9

1

10

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 for multi-user computers” on page 92.

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.

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

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)

Compatibility Refer to the EMC Messaging Current Product Compatibility Guide.

Benefits and features 11

1

12

Introduction

ArchitectureRefer to:

◆ “Offline Access” on page 12

◆ “Front-end server components and processes” on page 14

◆ “Synchronization process” on page 15

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 13

1

14

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 53.

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 103.

• 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 Offline Access User Guide.

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

Architecture 15

1

16

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 17

◆ “How many users to roll out at the same time” on page 17

When to create shortcutsInstall the User Cache front-end server and the EMC SourceOne 6.6 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 105.

Best practices 17

1

18

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.


Installing Front-End Server Software 19

2Invisible Body Tag

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..................................................... 20◆ EMC User Cache front-end requirements ...................................... 22◆ Interactively installing the EMC User Cache server software..... 23◆ Silently installing the EMC User Cache server software.............. 36◆ Verifying Web site on User Cache server........................................ 39◆ Enabling GZip compression ............................................................. 46◆ Services ................................................................................................ 49◆ Logging................................................................................................ 51◆ Configuring access to EmailXtender servers ................................. 53◆ Upgrading the EMC User Cache server application .................... 55◆ Maintenance and troubleshooting................................................... 58

For end-user information, refer to the EMC SourceOne Email Management 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

2

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

Installing Front-End Server Software

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

◆ “Required environment” on page 20

◆ “Synchronize server and client computer clocks” on page 20

◆ “Using network load balancers” on page 21

Required environmentRefer to the following topics:

◆ “Required servers” on page 20

◆ “EmailXtender custom recipient” on page 20

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 22 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 53.

Synchronize server and client computer clocks

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

2

Environment and configurations 21


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.

2



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

◆ “Hardware requirements” on page 22

◆ “Software requirements” on page 22

Refer to the EMC Messaging Current Product Compatibility Guide for additional requirements.

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 24.

Software requirements

User Cache front-endsoftware

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

Prerequisites 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 operating system only, the EMC Prerequisite Installation Wizard installs them. For

2

Interactively installing the EMC User Cache server software 23


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 23

◆ “Procedure: Interactively installing EMC User Cache server software” on page 24

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 23

◆ “About the message processing (Work) folder” on page 24

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

2



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.

2



These instructions are for a new installation. To upgrade an existing installation, refer to “Upgrading the EMC User Cache server application” on page 55.

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 26.

Figure 2-1 Prerequisite Installation Wizard page

2



• 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 29.

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

2



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.

2



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 29.

2



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.

2



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

2



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

2



The Destination Folder page displays the default locations for both software installation and message processing. Refer to “About the software installation folder” on page 23 and “About the software installation folder” on page 23 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.

2



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 23 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 24 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.

2



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


2



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.

2



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 36

◆ “Overview of procedure” on page 36

◆ “Optional command line arguments” on page 37

◆ “Examples: Command Lines” on page 37

◆ “Disabling the reboot prompt” on page 38.

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 37.

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.

2

Silently installing the EMC User Cache server software 37


Optional command line argumentsTable 2-1 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 2-1 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 24.Example: D:\EMC\Work

2



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.

2

Verifying Web site on User Cache server 39


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 39

◆ “Verifying Authenticated Users group” on page 43

◆ “Verifying EMCRetriever application pool” on page 44

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 44.)

2



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

2



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

2



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.

2



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.

2



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.

2



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

2



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.

2

Enabling GZip compression 47


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.

2



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

2

Services 49


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

◆ “Windows services” on page 49

◆ “Web service” on page 50

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 2-2 User Cache Server - Windows Services

Name Description

EMCRepositoryLocator Locator Service for the EMC EmailXtender® User Cache Server. Refer to “Repository Locator” on page 14 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 14 for more information.

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

2



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 50

◆ “About the DRPWebService home page” on page 50

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 49.

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.

2

Logging 51


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 51

◆ “Other logs” on page 51

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 52

2



Configuring Web Service LoggingThis section describes:

◆ “Enabling Web service logging” on page 52

◆ “Enabling remote logging” on page 52

◆ “Viewing the Web service log” on page 52

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.

2

Configuring access to EmailXtender servers 53


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 53.

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 53.

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

2



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.

2

Upgrading the EMC User Cache server application 55


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.

2



Figure 2-31 Upgrade Wizard page

5. Click Upgrade.




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

2

Upgrading the EMC User Cache server application 57


Figure 2-33 Upgrade Completed page

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

2



Maintenance and troubleshootingThis section includes the following topics:

◆ “Repairing the installation” on page 58

◆ “Uninstalling EMC User Cache server software” on page 61

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.

2

Maintenance and troubleshooting 59


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.

2



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.

2



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.

2



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.

2



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.

2



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


◆ Client computer requirements ......................................................... 66◆ Security best practices ....................................................................... 68◆ About Windows Firewall.................................................................. 69◆ About McAfee anti-virus software .................................................. 69◆ Deploying Offline Access in an enterprise environment ............. 70◆ Using Offline Access in a mixed environment .............................. 71◆ Silently uninstalling User Cache client ........................................... 71◆ Interactively installing EMC SourceOne Offline Access client ... 72◆ Silently installing EMC SourceOne Offline Access client ............ 84

Installing the EMCSourceOne Offline

Access Client

Installing the EMC SourceOne Offline Access Client 65

3

66

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 66

◆ “Hardware requirements” on page 66

◆ “Software requirements” on page 66

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 67

◆ “Other required software” on page 67

◆ “Software altered by EMC SourceOne Offline Access” on page 68


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 70 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

Client computer requirements 67

3

68


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 141.

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

About Windows Firewall 69

3

70


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 71.

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 67.

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 93

• “Registry entries” on page 119

4. Install the Offline Access client application. Refer to “Silently installing EMC SourceOne Offline Access client” on page 84.



Using Offline Access in a mixed environment To access EmailXtender messages in an environment in which EMC SourceOne Email Management is also installed, the following steps are recommended:

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

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

4. Configure Offline Access to use the EMC SourceOne TCP server settings. Refer to "Configuring Offline Access" in the EMC SourceOne Administration Guide. 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 Installation Guide for additional information about installing Offline Access in an EMC SourceOne Email Management environment, including silent install arguments specific to that environment.

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.

Using Offline Access in a mixed environment 71

3

72


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 70.

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 73.



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 75.

Figure 3-2 Welcome Page 1

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

Interactively installing EMC SourceOne Offline Access client 73

3

74


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 75.



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.


1. Click Next.

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

• Installation Validation page - Continue to step 3.


3

76


• 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 141).

This page is informational only.

Click Next.

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

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.


3

78


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.



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).

Figure 3-11 Advanced Settings page

b. On the Advanced Settings page, click Change.

Figure 3-12 Change Cache Folder Location page


3

80


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 107.

8. On the Server Settings page, select the EMC EmailXtender option to specify the type of archive server that you use.

The EMC SourceOne option is for EMC SourceOne Email Management environments only.

Figure 3-13 Server Settings page - EMC EmailXtender

9. 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.

• You can edit the server settings after installation, as described in “Updating server settings after Offline Access installation” on page 143.

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

Figure 3-14 Ready To Install page (EMC SourceOne Offline Access client software)


3

82


11. Do one of the following steps:


• To cancel the installation, click Cancel.

• To begin the installation, click Install.




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



Figure 3-16 Installation Completed page

13. Start Outlook.


3

84


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 70.

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 84

◆ “Overview of procedure” on page 85

◆ “Syntax of silent install command” on page 85

◆ “Command line arguments” on page 86

◆ “Examples: Command lines” on page 89

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 6.6 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 89.



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 86. Also refer to “Examples: Command lines” on page 89.

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 86 for additional command line arguments.

Silently installing EMC SourceOne Offline Access client 85

3

86


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.

CAUTION: 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).

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.

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)



3

88


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}\ES1_OfflineAccess.msi /l*v "%temp%EMC_OfflineAccess_Uninstall.log" EX_SaveCache=TRUE


3

90



4Invisible Body Tag


◆ Configuring Offline Access for multi-user computers ................. 92◆ Configuring group policy for Offline Access................................. 93◆ Registry entries................................................................................. 119

Configuring the OfflineAccess Client

Configuring the Offline Access Client 91

4

92

Configuring the Offline Access Client

Configuring Offline Access for multi-user computersTo 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 93) 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 120 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.


4Configuring the Offline Access Client

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 130.

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 93

◆ “Overview: Configuring Offline Access settings” on page 95

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 93

4

94


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 4-1 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 96

• “Enabling/disabling shortcut restore on copy/move” on page 97

• “Configuring the maximum age of messages to cache” on page 98

• “Configuring the maximum cache size” on page 99

• “Showing/hiding the Offline Access icon in the system tool tray” on page 101

• “Configuring the location of the cache database” on page 102

• “Configuring the resynchronization frequency” on page 103

• “Configuring the types of messages to cache” on page 105

• “Configuring the minimum age of messages to pre-cache” on page 106

• “Configuring HTTP server settings” on page 107

• “Configuring TCP server settings” on page 109

• “Specifying the type of archive server” on page 109

• “Configuring delay for Requesting Message dialog box” on page 111

• “Configuring log files” on page 113

• “Configuring the startup synchronization delay” on page 115

• “Specifying item types to cache” on page 117

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.


4

96


Enabling/disabling Offline AccessIf Offline Access is not enabled in 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. In the EMC Offline Access Policies window, double-click the Enable Offline Access setting.

The Enable Offline Access Properties dialog box opens.

Figure 4-2 Enable Offline Access


• To enable Offline Access:

a. Click Enabled.

b. If it is not selected automatically, select the Enable Offline Access checkbox.

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



Enabling/disabling shortcut restore on copy/move

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

However, other factors also affect the restoration of shortcut items during a copy/move. In some cases, shortcut items are restored even when the Restore On Copy/Restore On Move settings are disabled or not configured.

◆ The state of the reading pane in Outlook affects the copy/move of a shortcut message from one folder to another in the same mailbox:

• If the reading pane is on, then the shortcut message is restored.

When a message is selected with the reading pane on, the message is restored in the background. When the selected message is copied or moved, it is already restored.

If multiple messages are selected and copied or moved, only the selected message that is displayed in the reading pane is restored. All others remain as shortcuts.

• If the reading pane is off, then the Restore settings are used.

◆ Shortcut messages are restored when they are copied to Calendar, Contacts, Tasks, Notes, or Journal in Outlook.

◆ Shortcut messages are restored when they are copied or moved to the desktop if Offline Access is running and if the user attempts to view the shortcut.

Recommendation: If shortcut items will be copied or moved to a mail store that is not the default mailbox (such as a PST file, a Public Folder, or a delegate mailbox), then enable Restore On Copy/Restore On Move.

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

Procedure To 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/Move Shortcuts Behavior setting.


4

98


The Copy/Move Shortcuts Behavior Properties dialog box opens.

Figure 4-3 Copy/Move Shortcuts Behavior


• To enable the restoration of shortcut items when users copy or move them:

a. Click Enabled.

b. Select the appropriate checkbox(es):

– Restore On Copy

– Restore On Move

• To disable the restoration of shortcut items when users copy or move them, click either Not Configured or Disabled.

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

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 106.

If this setting is not configured or is disabled in Group Policy, 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.

To specify the maximum age of messages to cache:

1. In the EMC Offline Access Policies window, double-click the Don’t cache messages older than setting.

The Don’t Cache Messages Older Than Properties dialog box opens.

Figure 4-4 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.

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.


4

100


If this setting is enabled in Group Policy but a value is not specified, then at first run a default of 20% 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 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. In the EMC Offline Access Policies window, double-click the Cache maximum size setting.

The Cache Maximum Size Properties dialog box opens.

Figure 4-5 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 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 Outlook > Tools > Options > EMC SourceOne tab > Show tool tray icon checkbox.

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 Email Management 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 icon in system tray setting.

The Show Icon In System Tray Properties dialog box opens.

Figure 4-6 Show icon in system tray



4

102



a. Click Enabled.

b. If it is not selected automatically, select the Show tray icon checkbox.


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 user’s Application Data path).

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

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

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 opens.



Figure 4-7 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 in Group Policy, 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. In the EMC Offline Access Policies window, double-click the Cache re-sync frequency setting.


4

104


The Cache Re-sync Frequency Properties dialog box opens.

Figure 4-8 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).




Configuring the types of messages to cacheIf 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 Outlook > Tools > Options > EMC SourceOne tab > Cache Settings > Cache messages that field.

To specify the types of messages to cache:

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

The Cache Message Types Properties dialog box opens.

Figure 4-9 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



4

106


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 98.

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 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 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. In the EMC Offline Access Policies window, double-click the Cache messages older than (days) setting.

The Cache Messages Older Than [Days] Properties dialog box opens.

Figure 4-10 Cache messages older than (days)





a. Click Enabled.

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, as specified in the Server Type setting (“Specifying the type of archive server” on page 109).

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. In the EMC Offline Access Policies window, double-click the HTTP server settings setting.

The HTTP Server Settings Properties dialog box opens.


4

108


Figure 4-11 HTTP server settings



a. Click Enabled.

b. In the Real-time Message Retrieval Server URL field, specify the URL or the IP address of the User Cache front-end server used to access the Web service for retrieval:

http://primary_server/EMCRetriever/drpwebservice.asmx

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

http://secondary_server/EMCRetriever/drpwebservice.asmx

The Synchronization (backfill) Server URL can be the same as the Real-time Message Retrieval Server URL. However, this may affect user retrieval of messages, since the same server will be used for both retrieval and synchronization.

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.



The URLs are not validated.


3. If you enabled HTTP server settings, you must also specify the archive server as EmailXtender 4.x in Server Type Properties. Refer to “Specifying the type of archive server” on page 109.

Configuring TCP server settingsDo not use the TCP server settings in EmailXtender-only environments. Instead, use the HTTP settings described in “Configuring HTTP server settings” on page 107.

For information about using the TCP settings in EMC SourceOne environments, and in mixed SourecOne/EmailXtender environments, refer to "Configuring Offline Access" in the EMC SourceOne Administration Guide.

Specifying the type of archive serverThe type of archive server and the server settings must be in agreement:

◆ For HTTP server settings (as described in “Configuring HTTP server settings” on page 107), specify EmailXtender 4.x as the type of archive server.

◆ For TCP server settings (as described in “Configuring TCP server settings” on page 109), specify SourceOne as the type of archive server.

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 specify the type of archive used to retrieve shortcuts for the cache:

4. In the EMC Offline Access Policies window, double-click the Server Type setting.

The Server Type Properties dialog box opens.


4

110


Figure 4-12 Server Type



a. Click Enabled.

b. Select the type of archive in the User server type field:

– SourceOne (for TCP server settings). Do not use in EmailXtender-only environments.

– EmailXtender 4.x (for HTTP server settings)• To disable the setting, click either Not Configured or

Disabled.



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

Figure 4-13 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 in Outlook > Tools > Options > EMC SourceOne tab > Notifications.

To configure the delay before this dialog box appears:

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

The Cancel Dialog Delay Properties dialog box opens.


4

112


Figure 4-14 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).


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 120.



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

For Windows XP, the default location of the log files is:

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

For Windows Vista, the default location of the log files is:

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

The Offline Access 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 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:

◆ 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.


4

114


When the logs are no longer needed, turn off logging and delete the logs. If you do not turn logging off, the logs continue to grow and consume disk space. Refer to “Deleting log files” on page 115.

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 4-15 Log file settings



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.

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.


4

116


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 Synch Delay setting.

The Startup Sync Delay Properties dialog box opens.

Figure 4-16 Startup synchronization delay



a. Click 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 4-17 Cache item types



a. Click Enabled.

b. In the Cache item types mask field, specify one of the following values.


4

118



Table 1 Valid values for Cache Item Types

Value Description

1 Email Items (default)

2 Appointments

4 Meetings

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



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 119

◆ “Registry entries modified during installation” on page 136

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 93.

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

Refer to:

◆ “In HKEY_CURRENT_USER” on page 119

◆ “In HKEY_LOCAL_MACHINE” on page 134

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 120

◆ “HKCU\Software\EMC\SourceOne\OfflineAccess” on page 120

◆ “HKCU\Software\EMC\SourceOne\OfflineAccess\Config” on page 120

◆ “HKCU\Software\EMC\SourceOne\TraceLogs” on page 129

Registry entries 119

4

120


◆ “HKCU\Software\Policies\EMC\OfflineAccess\1.0” on page 130

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

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

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 6.6 Offline Access User Guide.

Offline Access Group Policy settings (described in “HKCU\Software\Policies\EMC\OfflineAccess\1.0” on page 130) take precedence over user settings.

Table 4-1 HKCU\Software\EMC\SourceOne

Value Name Type Valid/Default Values Description

LastTally DWORD Default: 0 No longer used.

Table 4-2 HKCU\Software\EMC\SourceOne\OfflineAccess


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



.

Table 4-3 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 displays what it gets from Exchange.

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

CacheItemTypes DWORD Valid values:• 1 (Email Items)• 2 (Appointments)• 4 (Meetings)Default: 1 (Email Items)

The item types to cache.The valid values correspond to the item types supported by EMC SourceOne Shortcut activities and by Offline Access.To cache more than one item type, 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)The user cannot change this value.Refer to “Specifying item types to cache” on page 117.


4

122


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

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

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.Refer to “Configuring the location of the cache database” on page 102.

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.

Table 4-3 HKCU\Software\EMC\SourceOne\OfflineAccess\Config (continued)




ConnectionState DWORD Valid values:• 0 (No front-end

servers are reachable)

• 1 (The promary server is reachable)

• 2 (the secondary server is reachable)

• 3 (Both primary and secondary servers are reachable)

Default: 3

Do not edit this value.

The Offline Access Extension and Agent components use this value internally to track the connectivity of the primary and secondary front-end servers.

ContinueOnCancel DWORD Valid values:• 0 (Default behavior

of Cancel in the Requesting Message dialog box)

• 1 (Overrides Cancel in the Requesting Message dialog box.)

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 by default the entire copy or move operation is cancelled. No items are copied or moved. To override this default behavior, and to continue retrieving items (restored or shortcut) and complete the copy/move operation, set the ContinueOnCancel registry entry to 1.

Use the RestoreOnCopy and RestoreOnMove registry entries to control whether shortcut items are restored when they are copied/moved.

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.




4

124


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:• The Server Settings page of the EMC SourceOne

Offline Access client installation wizard.• The Real-time message retrieval server 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:• The Server Settings page of the EMC SourceOne

Offline Access client installation wizard.• The Synchronization (backfill) server 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.

MaxConsecutiveConnectFails DWORD Range: 10 - 500Default: 200

If a backfill server is not running, then synchronization is intrerrupted after the specified number of consecutive connection failures.

MaxLogonAttempts DWORD Default: 3 Determines how many times the Offline Access status agent attempts to authenticate with the front-end server. After the third attempt, Offline Access is set to an offline state and no longer prompts the user for credentials.

NextSyncTime DWORD Calculated time at which the next synchronization should occur.




4

126


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).

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 the EMC EmailXtender 4.81 User Cache front-end server when the user restarts Outlook and reconnects to the Microsoft Exchange network.

RestoreOnCopy DWORD Valid values:• 0 (Disabled)• 1 (Enabled)Default: 0

Controls whether shortcut messages are restored when they are copied.The user can set this value to 1 (True) by selecting the Restore On Copy checkbox in the EMC SourceOne tab. Also refer to the corresponding setting in Group Policy and HKCU\Software\Policies\EMC\OfflineAccess\1.0.

RestoreOnMove DWORD Valid values:• 0 (Disabled)• 1 (Enabled)Default: 0

Controls whether shortcut messages are restored when they are moved.The user can set this value to 1 (True) by selecting the Restore On Move checkbox in the EMC SourceOne tab. Also refer to the corresponding setting in Group Policy and HKCU\Software\Policies\EMC\OfflineAccess\1.0.





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: • 1 (EMC SourceOne)• 2 (EMC

EmailXtender 4.81)

The type of server.If this value is not set or tif he server is unknown, then the value is set to to 1 (EMC SourceOne). In an EmailXtender environment, if the URLs specified during installation are valid, then this value is set to 2 (EmailXtender 4.81).

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.

ShutdownDuringSync DWORD Default: 0 If Outlook is closed while a synchronization is occurring, this value is set to 1. When Outlook is restarted, if this value is 1, then synchronization will resume.




4

128


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.

StartupSyncDelaySecs DWORD Default: 600 Specifies 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.

StatusCheckInterval DWORD Range: 30 - 86400 (seconds)Default: 120 (seconds)

The Offline Access Agent performs status checks. It performs the first status check 30 seconds after the Offline Access Agent starts. This registry entry specifies the interval (in seconds) between status checks performed by the Offline Access Agent. The Offline Access icon in the system tool tray displays the status.A lower value updates the status more frequently, but may cause more network traffic.If you specify an invalid value, then at the next status check, the value is reset to the extreme value nearest the invalid value. For example, a value of 10 is reset to 30. The reset action is logged. Changes to this value are applied after the next status check occurs.

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





HKCU\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.

SyncState DWORD Valid values:• 0 = Update is not in

progress. (Update, Rebuild, and Compact options are enabled.)

• 1 = Update is in progress. (Update, Rebuild, and Compact options are disabled.)

• 6 = An error occurred; synchronization failed. (Update, Rebuild, and Compact options are enabled.)

Indicates whether an Update (synchronization) is in progress.

TCPServerPortPrimary REG_SZ (For EMC SourceOne environments.) The fully qualified name of the primary EMC SourceOne server hosting the Document Management Service, and the TCP/IP port, specified in:• Outlook > Tools > Options > EMC SourceOne tab >

Server Settings dialog box > Real-time message retrieval server :Port field..

TCPServerPortSecondary REG_SZ (For EMC SourceOne environments.) The fully qualified name of the secondary EMC SourceOne server hosting the Document Management Service, and the TCP/IP port, specified in:• Outlook > Tools > Options > EMC SourceOne tab >

Server Settings dialog box > Synchronization (backfill) server:Port field.




4

130


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 93.

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 4-4 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 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 4-4 HKCU\Software\Policies\EMC\OfflineAccess\1.0 (continued)



4

132


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

Offline Access client installation wizard• The Real-time message retrieval server field in the

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

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

Offline Access client installation wizard.• The Synchronization (backfill) server field in the

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





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).

RestoreOnCopy DWORD Valid values:• 0 (Disabled)• 1 (Enabled)Default:0

Corresponds to the Restore On Copy checkbox in the Copy/Move Shortcuts Behavior policy.Controls whether shortcut messages are restored when they are copied.

RestoreOnMove DWORD Valid values:• 0 (Disabled)• 1 (Enabled)Default: 0

Corresponds to the Restore On Move checkbox in the Copy/Move Shortcuts Behavior policy.Controls whether shortcut messages are restored when they are moved.

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.

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.




4

134


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

◆ “HKLM\Software\EMC\SourceOne” on page 135

◆ “HKLM\Software\EMC\SourceOne\OfflineAccess” on page 135

◆ “HKLM\Software\EMC\SourceOne\Security” on page 135

◆ “HKLM\Software\EMC\SourceOne\Versions” on page 135

TCPServerPortPrimary REG_SZ (For EMC SourceOne environments.)Corresponds to the Real-time Message Retrieval Server TCP Address: Port setting in the TCP server settings policy.The fully qualified name of the primary EMC SourceOne server hosting the Document Management Service, and the TCP/IP porIf this policy is disabled or not configured, then the user can change this value in the Real-time message retrieval server :Port field in the Server Settings dialog box.

TCPServerPortSecondary (For EMC SourceOne environments.) Corresponds to the Synchronization (backfill) Server TCP Address: Port setting in the TCP server settings policy.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 Synchronization (backfill) server:Port field in the Server Settings dialog box.





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

HKLM\Software\EMC\SourceOne\OfflineAccessThis registry key contains one value.

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

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

Table 4-5 HKLM\Software\EMC\SourceOne


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

Parent directory in which EMC SourceOne executables are installed.

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

Table 4-6 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.

Table 4-7 HKLM\Software\EMC\SourceOne\Security


ExDpKey REG_SZ Encrypted security key.

Table 4-8 HKLM\Software\EMC\SourceOne\OfflineAccess\Versions


OfflineAccess REG_SZ Current version number of Offline Access

The current version number of Offline Access.


4

136


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.


5Invisible Body Tag


◆ Troubleshooting checklist ............................................................... 138◆ Offline Access and Microsoft Office .............................................. 140◆ Offline Access and the EmailXtender Shortcut COM Add-in... 141◆ Offline Access and expired passwords ......................................... 142◆ Enabling and viewing log files for Offline Access ...................... 142◆ Managing the Offline Access cache............................................... 143◆ About failover behavior in an EmailXtender environment ....... 145◆ Uninstalling EMC SourceOne Offline Access client software ... 145

Managing andTroubleshooting Offline

Access

Managing and Troubleshooting Offline Access 137

5

138

Managing and Troubleshooting Offline Access

Troubleshooting checklistUse the following checklist to troubleshoot EMC SourceOne Offline Access.

Table 5-1 Troubleshooting Offline Access

Done Step Procedure

1 Verify that the operating system is supported by Offline Access. Offline Access does not run on Windows 2000. Refer to the EMC SourceOne Email Products Compatibility Guide.

2 Verify that the machine is a member of the correct domain.

3 If the following applications are listed in Add/Remove Programs on client computers, uninstall them: • Legato EmailXtender Add-in for Outlook• EMC EmailXtender 4.7 User Cache Client

4 Verify that "EMC SourceOne Offline Access" is listed in Add/Remove Programs.If Offline Access is not listed, install it.After installing Offline Access, close Outlook, wait a minute, then restart Outlook.

5 Verify that the following prerequisite components are listed in Add/Remove Programs on the client computer:• Microsoft .NET Framework 3.0 (or higher)• Microsoft Visual C++ 2005 Redistributable• Microsoft WSE 2.0 SP3 RuntimeIf any components are missing, re-install Offline Access using the EMC bundled package (ES1_OfflineAccess.exe).

6 With Outlook running, open Task Manager and verify that ExOAAgent.exe is running.If it is not running, repair the .NET, WSE, and VC ++ runtime components, and repair Offline Access. Refer to “Repairing the components” on page 139.

7 In Outlook, select Tools > Options, and verify that the EMC SourceOne tab appears in the Options dialog box.If the tab does not appear, repair the .NET, WSE, and VC ++ runtime components, and repair Offline Access. Refer to “Repairing the components” on page 139.

8 Verify that the Default Outlook profile matches the logged-in username.For example, if a user logs in with an account that is not mail-enabled, and the Outlook profile is configured to use a different account, Offline Access may not work properly.


5Managing and Troubleshooting Offline Access

Repairing the components

If any of the repairs fail, uninstall and reinstall the component.

Refer to:

◆ “Repairing Microsoft Visual C++ 2005 Redistributable” on page 139

◆ “Repairing Microsoft WSE 2.0 SP3 Runtime” on page 140

◆ “Repairing .NET 3.0” on page 140

◆ “Repairing EMC SourceOne Offline Access” on page 140

Repairing Microsoft Visual C++ 2005 RedistributableThe Microsoft Visual C++ 2005 Redistributable is integrated into the Offline Access client install. If the this redistributable is not already installed on the client computer, then the Offline Access client install will install it.

9 If EXOAAgent.exe is running, but you are still unable to retrieve attachments, determine whether the cache size has reached the maximum.To see the actual cache size, look at the Support Information dialog box in Outlook (Tools > Options > EMC SourceOne tab > Support button).To see the maximum cache size, look at the Cache maximum size value on the EMC SourceOne tab in Outlook (Tools > Options).If the actual cache size is greater than or equal to the Cache maximum size value, increase the the Cache maximum size value. (The cache maximum size defaults to 20% of the available disk space).

10 Test the connection to the server: Refer to "Specifying server settings" in the EMC SourceOne Email Management Offline Access User Guide.NOTE: Verify network connectivity from another computer before repairing components. If the connection fails on multiple computers, there could be a problem with the back-end services.

11 Verify that users can retrieve archived messages with attachments.If Outlook displays the names of archived attachments with the extension .html appended to the original extension (for example, Instructions.doc.html), then the Offline Access client is not loading properly. Repair all components. Refer to “Repairing the components” on page 139.

Table 5-1 Troubleshooting Offline Access (continued)

Done Step Procedure

Troubleshooting checklist 139

5

140


Note: Beginning with EMC SourceOne Version 6.5 SP2, all SourceOne software components use the Microsoft Visual C++ 2005 SP1 Redistributable Package ATL Security Update software as a prerequisite.

Repairing Microsoft WSE 2.0 SP3 RuntimeTo repair Microsoft WSE 2.0 SP3 Runtime, download Microsoft WSE 2.0 SP3 Runtime.msi from Microsoft, run it, and select Repair.

Repairing .NET 3.0To repair .NET 3.0:

1. In Add/Remove Programs, select .NET 3.0 (or .NET 3.0 SP1).

2. Click Change.

The Change option may run a brief verification and not a full repair. This should be adequate.

Repairing EMC SourceOne Offline AccessTo repair EMC SourceOne Offline Access:

1. In Add/Remove Programs, select EMC SourceOne Offline Access.

2. Click Change/Repair.

If the ExOAAgent.exe still does not run, delete the following registry key:

• For Outlook 2003:

HKEY_CURRENT_USER\Software\Microsoft\Office\11.0\Outlook

• For Outlook 2007:

HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Outlook

The key rebuilds when Outlook is restarted.

Offline Access and Microsoft OfficeRefer to:

◆ “Upgrading to Microsoft Office 2007” on page 141

◆ “Uninstalling Microsoft Outlook” on page 141



Upgrading to Microsoft Office 2007If a user has upgraded from Office 2003 to Office 2007, repair EMC SourceOne Offline Access. Refer to “Repairing the components” on page 139.

Uninstalling Microsoft OutlookIf you install Offline Access, and then you decide to uninstall Outlook, you must uninstall the Offline Access client software first.

Offline Access and the EmailXtender Shortcut COM Add-inThe EmailXtender Shortcut COM Add-in is not compatible with EMC SourceOne Offline Access.

Refer to:

◆ “Disabling the EmailXtender Shortcut COM Add-in” on page 141

◆ “Re-enabling the EmailXtender Shortcut COM Add-In” on page 141

Disabling the 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.

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 145.

Offline Access and the EmailXtender Shortcut COM Add-in 141

5

142


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 Offline Access uninstaller program automatically re-enables the EmailXtender Shortcut COM Add-in.

Offline Access and expired passwords

Offline Access prompts users for login credentials when their passwords expire.

This issue occurs in an EMC SourceOne Email Management environment, when the Offline Access status agent attempts to authenticate with the server.

By default, the Offline Access status agent tries to authenticate with the server a maximum of three times. After the third attempt, Offline Access is set to an offline state, and users are no longer prompted for login credentials.

To work online again, users should restart Outlook. This gives the user the opportunity to login with the correct credentials. If the user continues to supply the incorrect credentials, then the Offline Access status agent tries again three times to authenticate with the server.

Configuring numberof retries

To change the number of times that the Offline Status Agent tries to authenticate with the server, edit the value of the following registry entry:

HKCU\Software\EMC\SourceOne\OfflineAccess\Config\MaxLogonAttempts

The MaxLogonAttempts value is the maximum number of attempts every two minutes. A value of 3 means no more than three attempts every two minutes.

A value of zero (0) gives the user one chance to enter valid information.

Enabling and viewing log files for Offline AccessTo enable logging and view the log files generated during the use of EMC SourceOne Offline Access, refer to:



◆ "Configuring logging" in the EMC SourceOne Email Management Offline Access User Guide or online help

◆ “Configuring log files” on page 113

Managing the Offline Access cacheRefer to:

◆ “Updating server settings after Offline Access installation” on page 143

◆ “Enabling or disabling the Offline Access cache” on page 143

◆ “Rebuilding the Offline Access cache” on page 144

◆ “Copying the Offline Access cache to another computer” on page 144

Updating server settings after 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 107.

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

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

Enabling or disabling the Offline Access cacheTo enable or disnable the cache, refer to:

◆ “Enabling/disabling Offline Access” on page 96

◆ "Enabling/disabling EMC SourceOne Offline Access" in the EMC SourceOne Email Management Offline Access User Guide or online help.

Managing the Offline Access cache 143

5

144


Rebuilding the Offline Access cacheTo rebuild the cache, refer to "Rebuilding the cache" in the EMC SourceOne Email Management 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.

For Windows XP, the default location of the cache is:

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

For Windows Vista, the default location of the cache is:

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

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 C:\Documents and Settings\user\Local Settings\Application Data directory on the new computer.

• For Windows Vista, copy the EMC folder to the C:\Users\user\AppData\Local directory on the new computer.

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 HKCU\Software\EMC\SourceOne\OfflineAccess\Config.)



About failover behavior in an EmailXtender environmentIn an EmailXtender 4.81 environment, if the EmailXtender User Cache front-end server that was specified as the synchronization (backfill) 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.

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.

Refer to:

◆ “Uninstall from Add/Remove Programs does not create an uninstall log” on page 146

◆ “Uninstall does not remove Offline Access log files” on page 146

◆ “On a multi-user computer, uninstall removes the cache directory only for the user performing the uninstall” on page 146

About failover behavior in an EmailXtender environment 145

5

146


◆ “If Outlook is running during uninstall of Offline Access, the EMC SourceOne tab is not removed until you restart Outlook” on page 147

Uninstall from Add/Remove Programs does not create an uninstall logIf you use Add/Remove Programs (in Windows Control Panel) to uninstall Offline Access, an uninstall log file is not created.

To enable uninstall logging on Windows XP for troubleshooting purposes (only under the direction of EMC personnel), refer to the Microsoft article "How to Enable Windows Installer Logging in Windows XP":http://support.microsoft.com/kb/314852

Uninstall does not remove Offline Access log filesBy design, log files are not removed when you uninstall Offline Access.

For XP, the location of the log files is now:

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

For Vista, the location of the log files is now:

C:\Users\<user>\AppData\Local

On a multi-user computer, uninstall removes the cache directory only for the user performing the uninstall

By design, the Offline Access cache directory is removed only for the user performing the uninstall, who must be a member of the admin group.

After Offline Access is uninstalled on a multi-user client computer, you must remove the cache directory for each user.

The default cache directory is the user's Application Data directory.


http://support.microsoft.com/kb/314852


If Outlook is running during uninstall of Offline Access, the EMC SourceOne tab is not removed until you restart Outlook

If Outlook is running when you uninstall Offline Access, then the EMC SourceOne tab is not removed from Outlook’s Options dialog box (Tools > Options).

Restart Outlook after uninstalling Offline Access.

Uninstalling EMC SourceOne Offline Access client software 147

5

148



Index

Symbols.Net framework V1.1 24

Aapplication pool 44Authenticated Users group 43

Cclient

installation wizard 75uninstall wizard 145

clocks 20

DDocument Request Processor 14DRP Web Service 50DRPWebService home page 51

EEmailXtender COM add-in

re-enabling 141EMC_UserCacheServerInstall.log 51EMCRepositoryLocator service 49EMCRequestManager service 49EMCRequestProcessor service 49enabling

GZip compression 46environment 20

GGZip compression 46,48

Hhardware requirements

client 66server 22

Iinstallation wizard

client 75server 29

installing clientinteractive 72silent 84

installing serverinteractive 25silent 36

interactive installclient 72server 25

Llogging

server 51web service 52

logsUser Cache client 142

Nnetwork load balancers 21

OOffline Access


2

Index

Cache Item Types 117

Pprerequisite wizard

server 26

Rreboot prompt 38repairing

server 58Repository Locator service 14requirements

client hardware 66client software 66server hardware 22

Ssecurity

client cache 68server

components 14hardware requirements 22IIS configuration 14installation wizard 29prerequisite wizard 26repair wizard 58silent install 36uninstall wizard 61

services 49session affinity 21silent install

client 84software

client requirements 67software requirements

client 66synchronization

user cache 15

Uuninstalling

client 145server 61

upgrade wizard

server 55upgrading 55URLs 143

Vverify

GZip compression 48verifying

application pool 44Authenticated Users group 43web site on server 39

Wweb service

logging 52web site

verifying 39web.config 52WSE 2.0 SP3 24
