Configuring the Archive Server

Next, you can configure the archive server in the Configuration Wizard. To install the archive server and first index server at the same time, run the Master Wizard. See steps below.

  • Open a browser and navigate to https://MasterIP/setup (or https://localhost/setup, if running from the server). Dismiss any security notifications you may encounter related to unsigned, self-signed or invalid certifications.
  • The Configuration Wizard opens automatically and 'Archive' is displayed as the default product.
  • NOTE
    If the icon in the banner appears broken, make sure that the 'NetGovern Platform Service' and 'NetGovern Admin' are running. You can verify this in the services.mcs applet:

    If all looks correct but you are still seeing a broken icon, reboot the VM.
  • Click Start Setup.
  • Accept the End User License Agreement and click Next.
  • NOTE
    In most cases, this has already been reviewed by a legal representative at your company, since it appears in most sales contracts.
  • The system automatically looks for Archive Master Nodes. If you are deploying for the first time, none will be found.Two drop-down menus appear. From the menus, do the following:
  • Drop-down 1: Select Deploy a new Master (new Archive system).
  • Drop-down 2: Select Create a new administrative cluster.
  • Click Next.
  • You will be required to set up new login credentials for a selected platform administrator. Enter an appropriate email address to receive reports and notifications.
  • Verify the password before proceeding.
  • Enter an email address to receive reports and notifications
  • Click Set Administrator.
  • On the Configuration page, if more than one IP address is available in the drop-down menu, select the correct one.
  • In the Mail Server section, select Exchange Online.
  • NOTE
    Firewall port Https must be open to the Exchange server.
  • Enter the Exchange Admin Email. This email address is identical to the service account you already created in the bootstrapping phase. The service account is used to connect to the mail system, access user mailboxes, and mark messages as archived.
  • Enter the Administrator Password.
  • Enter the Mail Server URL. This is for the PowerShell connection.
    • For O365, the PowerShell URL is the same for all O365 customers. The wizard defaults to the correct URL.
    • For Exchange on-premise, the URL points to the PowerShell site in IIS, on an Exchange CAS server. Archive connects using Basic Authentication, so Basic Authentication must be enabled on the ISS PowerShell site.
  • If using Modern Authentication, enter the O365 Tenant ID.
  • Enter the Administrator Email. This is for the EWS connection used by on-premise Archive systems.
    • Applies only to Exchange on-premise. The Administrator Email is the SMTP address of the service account. This may or may not be the same as the UPN.
  • Enter the IP Address of SMTP Server. To allow users to forward emails from their Email Archive to their live mailbox, an email sever is required.
    • In an O365 environment, the MX record can be used. The MX record can be found in the public DNS. Contact Support for further instructions.
    • In an Exchange on-premise environment, the IP address or hostname can be used.
  • Click Test to verify the connection. When connected, you will see “Success”.
  • Click Next.
  • In the Identity Sync section, select Azure Active Directory.
  • Enter the O365 Tenant ID.
  • Click Next.
  • Select Configuring Indexing now, automatically.
  • Enter the IP address.
  • Ensure that your credentials are entered correctly.
  • Select the This is the final Index node option. Do not change the default settings.
  • IMPORTANT
    If you are planning to add more Index servers, do not select This is the final Index node.
  • Click Next. You will receive a prompt to configure storage—see Configuring Storage.