Configuring a new Enterprise Vault server with Microsoft cluster support

Perform one of the following procedures on a newly installed Enterprise Vault server to configure it as an Enterprise Vault server with cluster support. Choose the appropriate procedure depending on which of the following you want to do:

Follow this procedure if you want to create a new Enterprise Vault Directory. You must use this procedure if there is no existing Directory.

To configure a server with a new Directory

  1. Use Cluster Administrator to ensure that a suitable resource group you prepared earlier is online on the Enterprise Vault server node.

  2. On the node's Windows Start menu, click All Programs > Enterprise Vault > Enterprise Vault Configuration. The first page of the Enterprise Vault Configuration wizard appears.

  3. Click Create a new Enterprise Vault server with Cluster support, and then click Next.

  4. The wizard lists the resource groups that are currently online on this node. Select the prepared resource group and click Next.

  5. On the next Wizard page you can choose whether to create a new Vault Directory or to use an existing Vault Directory. Select Yes to create a new Vault Directory on this computer. This creates a new Enterprise Vault site. Click Next.

  6. Select the language you want Enterprise Vault to use when populating the default settings in the Administration Console. Then click Next.

  7. The wizard asks for details of the Vault Service account. This is the account you created earlier as part of the preinstallation tasks for Enterprise Vault. Use the format domain_name\username, for example cluster\ev_service. Alternatively, use the ... button to browse for the account.

    Enter the password details and then click Next.

    The wizard then displays a couple of messages relating to the Vault Service account having been granted user rights on the computer, and the creation of the Directory Service.

  8. When prompted, enter the location of the SQL Server to use for the Enterprise Vault Directory database and click Next.

  9. The wizard prompts you to enter the locations for the Enterprise Vault Directory database and transaction log. For performance reasons it is good practice to place these on separate disks. If default locations are shown, change them if they are incorrect. If you specified a SQL server on a remote computer, the paths must be valid paths on that computer, such as \\DC\C$\Program Files\Microsoft SQL Server\MSSQL\Data.

    Then click Next.

  10. When prompted, enter the location of the SQL Server to use for the Enterprise Vault Monitoring database. Leave Start Monitoring immediately selected to begin monitoring as soon as the configuration is complete on this Enterprise Vault server. Then click Next.

  11. The wizard prompts you to enter the locations for the Enterprise Vault Monitoring database and transaction log. For performance reasons it is good practice to place these on separate disks. If default locations are shown, change them if they are incorrect. If you specified a SQL server on a remote computer, the paths must be valid paths on that computer.

    Then click Next.

  12. The wizard then prompts you for a name and description for the new Vault Site.

    A Vault Site alias is created automatically. This is the network name for resource group that you selected in step 4.

  13. Click Next to continue.

  14. The wizard confirms the Enterprise Vault Site and Enterprise Vault Directory computer you have selected. It prompts you to specify the Computer Alias for the computer you are currently configuring.

    Enter the network name for the Enterprise Vault resource group that you selected in step 4, and click Next to update the Enterprise Vault Directory.

  15. The wizard lists the Enterprise Vault services that are to be added to this computer. Click Next to add the services.

  16. There is a prompt that asks whether you are sure that you do not want to use a DNS alias. Click Yes and then click Next again on the wizard page.

  17. The wizard lists the Enterprise Vault services that it has now added, Note that in a cluster configuration you are not allowed to add or remove services. Click Next to continue.

  18. The wizard shows a summary of the services it has added. Click Next to continue.

  19. The Configuration wizard indicates that it needs to create cluster resources for each of the Enterprise Vault services. If you wish, select Bring resources online to allow Enterprise Vault to bring the resources online in the cluster. Alternatively you bring the resources online later using Cluster Administrator.

  20. The final wizard page displays a list of the actions the wizard has performed, and the results. Select Run the Enterprise Vault Administration Console and then click Finish to exit the wizard.

    Note:

    Do not select the option to run the Getting Started wizard.

Follow this procedure if you want to join an existing Directory. The existing Directory does not need to be in the cluster.

To configure a server and join an existing Directory

  1. Use Cluster Administrator to ensure that a suitable resource group you prepared earlier is online on the Enterprise Vault server node.

  2. On the node's Windows Start menu, click All Programs > Enterprise Vault > Enterprise Vault Configuration. The first page of the Enterprise Vault Configuration wizard appears.

  3. Click Create a new Enterprise Vault server with Cluster support, and then click Next.

  4. The wizard lists the resource groups that are currently online on this node. Select the prepared resource group and click Next.

  5. On the next wizard page, select No to join an Enterprise Vault Directory on another Enterprise Vault server, and specify the DNS alias for the remote Enterprise Vault server.

    Click Next and continue.

  6. On the next wizard page, do one of the following:

    • Select the option to create a new Vault Site in the remote Enterprise Vault Directory.

    • Click Next and continue from step 7.

    • Or select the option to join an existing Vault Site in the remote Enterprise Vault Directory, and select a Vault Site from the list displayed.

    • Then click Next and continue from step 10.

  7. The wizard prompts you for a name and description for the new Vault Site.

  8. The vault site alias, which is created automatically when the first Enterprise Vault server is added to the site, will be the DNS alias for the remote Enterprise Vault server you specified in step 6.

  9. Click Next to continue.

  10. The wizard confirms the Enterprise Vault Site and Enterprise Vault Directory computer you have selected. It prompts you to specify the DNS Alias for the computer you are currently configuring.

  11. Enter the network name of the Enterprise Vault resource group.

  12. Click Next to update the Enterprise Vault Directory.

  13. The wizard lists the Enterprise Vault services that are to be added to this computer. Click Next to add the services.

  14. The wizard lists the Enterprise Vault services that it has now added, giving you the option to check their properties. Note that in a cluster configuration you are not allowed to add or remove services. Click Next to continue.

  15. The wizard displays the storage locations for the Indexing and Shopping services. These locations default to the first disk resource in the selected resource group. If the locations are suitable, click Next. If you want to specify different storage locations, click Back and edit the properties of the service. The wizard displays a warning if you try to modify these to a local location such as C:\Shopping.

  16. The Configuration wizard indicates that it needs to create cluster resources for each of the Enterprise Vault services. If you wish, select Bring resources online to allow Enterprise Vault to bring the resources online in the cluster. Alternatively you bring the resources online later using Cluster Administrator.

  17. The final wizard page displays a list of the actions the wizard has performed, and the results. Click Finish to exit the wizard.