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Getting Started with the Case Manager for Exchange Mailboxes

To get started with Case Manager, install software on a MediaAgent, create an Index Server Cloud, and then create a data classification plan and a server plan.

Step 1: Install Packages on the MediaAgent

You can use existing MediaAgents with Case Manager, or you can install MediaAgents to use specifically with Case Manager. For information about installing MediaAgents, see MediaAgent Installations. For information about sizing MediaAgents, see Hardware Specifications for MediaAgents.

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

Step 2: Create a Single Node Index Server Cloud

Note: For Case Manager, only a single node is required in the Index Server Cloud.

The Index Server Cloud content indexes data and performs the PII analysis. To create an Index Server Cloud with a single node, the following steps are required:

  1. On the computer that you will use as your single node, install the following packages:
    • Install the High Availability Computing Package.
    • Install the Index Store Package.
  2. Select the single node from the previous step when you perform the following tasks:
    1. Create an HAC Cluster.
    2. Create an Index Store Pool.
    3. Create an Index Server Cloud:
      • When you create the Index Server Cloud, add the Exchange Index role. If you installed the Content Analyzer package to detect PII, also add the EDGE Drive role.
      • You may be warned that you need additional nodes. Ignore the warning and continue creating the Index Server Cloud.

For detailed instructions about creating an Index Server Cloud, see Getting Started with Index Server Cloud.

Step 3: Create Plans

A case in Case Manager requires a server plan and a data classification plan. The data classification plan defines content indexing requirements and whether or not you want to detect PII. The server plan defines the storage location for the backup data and the RPO (recovery point objective).

  • Create a data classification plan, and then give Case Manager users access to the plan.
    • When you create a data classification plan, you must enable content search, and then select the Metadata and content option.

      For information, see Creating Data Classification Plans.

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

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

  • Create a server plan, and then give Case Manager users access to the plan.
    • When you create a server plan, you must select a storage location that is associated with a MediaAgent from the previous step so that the MediaAgent has the correct packages installed.

      For information, see Creating a Server Plan.

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

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

Step 4: Assign Required Permissions

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

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

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

Last modified: 1/20/2020 5:08:05 PM