Preinstallation Checklist for the Exchange Mailbox Agent

The Exchange Mailbox Agent backs up and restores Exchange mailboxes in your enterprise. You can also configure the agent to incorporate archiving solutions. For more information, see Overview - Microsoft Exchange Server Agents.

Use this preinstallation checklist to prepare the computer where the Exchange Mailbox Agent will be installed and to gather all of the information you will need during the installation.

  • Verify System Requirements

    Verify that the computer where you plan to install the Exchange Mailbox Agent satisfies the minimum requirements. For more information, see System Requirements.

  • Determine the Installation Location

    Based on your environment, install the Exchange Mailbox Agent on an appropriate computer.

    Make sure that you install the agent on a different computer than where you installed the CommServe host. Backup operations might fail if you install both the agent and the CommServe host on the same computer.

    In both a clustered and non-clustered environment, you can install the agent using either of the following locations:

    • On-host: The package is installed directly onto the Exchange server. Use this location if your hardware resources are limited. However, an on-host location places a high load on the server's memory and processor.
    • Off-host: The package is installed on a separate computer that is in the same domain as the Exchange server. Use this location to relieve memory and resource processing load from the Exchange server.
  • Gather Installation Data

    Refer to the items in this section to gather the information that you will need during the installation. Record the information before you begin installing the software, so you can refer to it during the installation.

    You can install the Exchange Mailbox Agent using either the CommCell Console or the installation package created by the Download Manager. Any item that applies to only one of these installation methods is noted.

    SnapProtect package to install
    • Install the Exchange Mailbox package, which is listed under the Applications category.

    If the File System Agent is not installed on the computer, the File System Core and File System packages are automatically installed with the package you selected. The File System Agent will not consume any license.

    To gather the required information for the File System Agent, refer to the Gather Installation Data section in the Preinstallation Checklist for the Windows File System Agent.

    Client computer details
    If the File System Agent, or another package, is already installed on the computer, you are not required to gather all the computer details again. The level of detail depends on how the package you selected is installed:
    • For installations using the CommCell Console, the installation program requests only the name of the client computer.
    • For installations using the installation package, the installation program reads the details from the previous installation.
    Mailbox and profile information
    Applies to: Exchange Mailbox (Classic) Agent and OnePass for Exchange Mailbox (Classic)
    Collect the following details to create a new Exchange profile:
    • Domain user account created with Exchange administrative permissions (this is the Exchange Administrator account).

      The domain name should not be included with the account name during installation.1

    • Name of the domain where the Exchange server resides.1
    • Name of the mailbox that is associated with the Exchange Administrator account.
    • Name of the Exchange server. This is the Mailbox Role Server name (NetBIOS).
    • Any passwords that are associated with any accounts.

    A profile is created during the installation and associated with the mailbox. Decide on a name for the profile.

    1Not applicable to installations from the CommCell Console

    Environment Outlook Outlook Profile Domain Account Exchange Database Name Mailbox Name Exchange Version
    Exchange Required Required Exchange Administrator Exchange server name Mailbox name Your current version
    Non-Exchange Required Dummy value A service account that can query the Active Directory Blank Dummy value Any version