docu52397 sourceone email management 7.1 sp1 release notes

RELEASE NOTESThese release notes contain information about EMC SourceOne Email Management release 7.1 SP1. Topics include:

Revision history ........................................................................................................ 2 Product description................................................................................................... 2 New features and changes ........................................................................................ 2 Fixed problems ......................................................................................................... 9 Environment and system requirements ................................................................... 11 Known problems and limitations............................................................................. 12 Documentation ....................................................................................................... 31 Installation ............................................................................................................. 33 Troubleshooting and getting help............................................................................ 50 Appendix A - EMC SourceOne Auditing and Reporting Installation and Administration

Guide Updates........................................................................................................ 51 Appendix B - EMC SourceOne Disaster Recovery Solution Guide Updates ................ 52 Appendix C - EMC SourceOne Email Management Administration Guide and EMC

SourceOne Email Management Console Online Help Updates.................................. 53 Appendix D - EMC SourceOne Email Management Installation Guide Updates ....... 128 Appendix E - EMC SourceOne Management Pack for Microsoft System Center

Operations Manager Installation and User Guide Updates ..................................... 129 Appendix F - EMC SourceOne Search User Guide and EMC SourceOne Search Online

Help Updates ........................................................................................................ 130

Note: This document was accurate at publication time. Go to EMC Online Support (https://support.emc.com) to ensure that you are using the latest version of this document.

EMC SourceOneEmail Management Release 7.1 SP1

Release NotesP/N 302-000-545REV 01

March 4, 2014

Revision historyRevision historyThe following table lists the revision history for these release notes.

Product descriptionEMC SourceOne Email Management helps to reduce operational costs while enforcing email record-keeping policies in compliance with internal governance as well as industry and government regulations.

EMC SourceOne Email Management improves user productivity, providing seamless access to archived content. Proactive information management helps with litigation readiness.

A centralized archive accelerates high-volume discovery searches and enables secure legal holds.

New features and changesThis section describes the following new features and changes in EMC SourceOne Email Management release 7.1 SP1:

Atmos integration on page 3.

Container compression on page 3.

CTA 10 Certification on page 4.

EMC SourceOne Search permission enhancement on page 4.

Exchange Dumpster 2.0 on page 5.

Extending the retention period for archive folders on page 6.

Fixed problems on page 7.

Integration with Isilon on page 7.

Matter Manager on page 7.

Multiple native archive enhancements on page 8.

Table 1 Revision History

Revision Number Date Description

01 March 4, 2014 Initial version.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 2

New features and changesAtmos integration

The EMC SourceOne Email Management release 7.1 SP1 supports Atmos versions 2.1.4 and later. In Atmos 2.1.4 and later versions, SEC 17a-4 retention support exists for a subtenant. A SEC 17a-4 compliant subtenant protects every object with checksum. The default is to enable retention but set the default retention period to 0 seconds. To support this new kind of subtenant, SourceOne:

Enables retention and checksum when uploading an object.

Does not support the deletion of a single message from a container file from ATMOS storage.

ATMOS configuration for a SEC 17 compliant tenantConfigure SourceOne SEC 17 policies for ATMOS as follows:

1. Configure the default SEC 17 compliant policy as follows:

a. Set retention period to 0 seconds.

b. Disable Deletion.

2. Create a new SEC 17 compliant policy, and name it, SourceOne_Default_Policy or give it any other name of your choice, then:

a. Enable Retention and set retention period to 1 second.

b. Disable Deletion.

3. Create a new policy selector, and name it, SourceOne_Default_Selector or give it any other name of your choice, then:

a. Relate it to Policy SourceOne_Default_Policy.

b. Set the Event trigger to ON_UMD_UPDATE.

c. Set the rule as S1ObjectType equals S1RetentionObject.

4. Assign this selector to the Subtenant that you want to use for the SourceOne storage.

Container compression

The New Archive Folder Storage Options page contains a new Compress content in containers checkbox that determines whether or not to compress the containers written to a device. You can clear the checkbox to disable the compressing of content in containers, when writing to an archive target with block-level deduplication, for example, Isilon with OneFS 7.1 or later.

Note: Compression may be more effective than deduplication for some file types, such as large multimedia content. The default is to select the checkbox for all NAS devices except Data Domain.The Compress content in containers checkbox only affects the writing of containers to a device for releases 7.1 SP1 and later. The checkbox setting does not affect any containers already written in previous versions of SourceOne.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 3

New features and changesCTA 10 Certification

The EMC SourceOne Email Management release 7.1 SP1 ensures the EMC SourceOne for File Systems release 7.1 SP1 supports the EMC Cloud Tiering Appliance (CTA) version 10.

EMC SourceOne Search permission enhancement

The EMC SourceOne Email Management release 7.1 SP1 adds the ability for an administrator to grant all EMC SourceOne Search users Owner permission for a mapped folder by following these steps:

1. In the EMC SourceOne console, under Mapped Folders, in the Folder Properties window, in the Permissions tab, Add the All ES1 Users group, which represents all SourceOne users, to a mapped folder.

2. Select the Owner checkbox permission type.

Note: The Owner permission is the only configurable permission for the All ES1 Users group.

Figure 1 Folder Properties - PermissionsEMC SourceOne Email Management Release Notes for Release 7.1 SP1 4

New features and changesExchange Dumpster 2.0

Microsoft Outlook moves items (E-mail Message, Appointment, Meetings, Contact, Task) into a location known as the Exchange Dumpster when a user either:

Deletes an item from the Deleted Items folder.

Performs a shift-delete after selecting an item.

Changes an item (moves original version to Exchange Dumpster).

Accepts an appointment or a meeting.

For Microsoft Exchange versions before Server 2010, Outlook moves items into a view stored per a folder known as Dumpster 1.0.

For Exchange Server 2010 and later, Outlook moves items to a Recoverable Items folder, located within the Non-IPM subtree (hidden section) of the users mailbox known as Dumpster 2.0. The Recoverable Items folder contains subfolders as described in this table:

This release introduces support for SourceOne to archive Dumpster 2.0 items. To archive either Dumpster 1.0 or 2.0 items, an administrator must select the Deleted retention / soft deleted items checkbox in the Folders page, when configuring an Archive - Historical activity for Microsoft Exchange.

Note: The Exchange 2010 or 2013 default configuration uses Dumpster 1.0, not Dumpster 2.0. If the Exchange 2010 or 2013 configuration uses Dumpster 1.0, then SourceOne archives Dumpster 1.0 items. If the Exchange 2010 or 2013 configuration uses Dumpster 2.0, then SourceOne archives Dumpster 2.0 items.

You can search for Dumpster items in EMC SourceOne Search and EMC SourceOne Discovery Manager.

Table 2 Dumpster 2.0 Recoverable Items subfolders

Subfolder Usage

Deletions Stores items in this folder when a user either: Deletes an item from the Deleted Items folder. Performs a shift-delete after selecting an item.

Versions This folder contains the original version of a changed item, including accepted appointment or meeting items.

Purges If a user purges an item when using Recover Deleted Items, the item moves from the Deletions folder to the Purges folder.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 5

New features and changesExtending the retention period for archive folders

The EMC SourceOne Email Management release 7.1 SP1 adds the ability to extend the retention period for archive folders. In the Archive Folder page under the Storage Options tab, if you update the Months to Retain field then SourceOne:

Updates the archive folder's retention month and applies the new retention policy to any new volumes.

Extends the retention period of every stored object.

Note: This release only supports Centera containers.

You can view the Extend Retention Status in the Archive Folders page.

Figure 2 Extend Retention Status

This table lists the available status codes for archive folders:

This table lists the available status codes for month folders:

Only one job to extend the retention period can run at a time. You must wait for the previous job to complete before extending the retention period again.

Table 3 Available status codes for archive folders

Status Description

Blank No extend retention request exists for this folder. Blank is the default status.

Submitted The extend retention request was submitted and is waiting to begin processing.

Pending The extend retention request is processing.

Complete The extend retention request completed successfully.

Failed An error occurred for the extend retention request.

Status Description

Blank No extend retention request exists for this folder. Blank is the default status.

Complete The extend retention request completed successfully.

Failed An error occurred for the extend retention request.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 6

New features and changesFixed problems

This service pack release provides fixes for the issues described in Fixed problems on page 9.

Integration with Isilon

The EMC SourceOne Email Management 7.1 SP1 release expands support for Isilon, by introducing SmartLock retention. There is a new Isilon Container Storage Type in the New Archive Folder Storage Options page. You must configure an Isilon archive folder as follows, to protect content from deletion for the retention period:

1. Input a UNC path pointing to a configured Isilon SmartLock directory in the Archive Location field.

2. Input a retention period in the Months to retain field.

Matter Manager

The EMC SourceOne Email Management release 7.1 SP1 introduces:

A Matter Manager Access permission type.

An All Mattter Managers group.

Matter Manager Access permission typeThe Matter Manager Access permission type allows SourceOne administrators to control individual matter manager search permissions for a folder in Discovery Manager.

To grant a user Matter Manager Access for a mapped folder, a SourceOne administrator must follow these steps:

1. In the EMC SourceOne console, under Mapped Folders, in the Folder Properties window, in the Permissions tab, Add a user.

2. Select the user to make the checkboxes in the Permissions panel editable.

3. Select the Matter Manager Access checkbox.

4. Press the Finish button.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 7

New features and changesAll Matter Managers groupThe All Matter Managers group allows SourceOne administrators to grant all matter managers access to search a specific mapped folder.

To grant all matter managers access to search a specific mapped folder, a SourceOne administrator must follow these steps:

1. In the EMC SourceOne console, under Mapped Folders, in the Folder Properties window, in the Permissions tab, Add the All Matter Managers group to a mapped folder.

2. Select the Matter Manager Access checkbox.

Note: The Matter Manager Access permission is the only configurable permission for the All Matter Managers group.

Figure 3 Matter Manager Access permission

Multiple native archive enhancements

The EMC SourceOne Email Management release 7.1 introduced support to configure multiple native archive connections to achieve the goal of data segregation. The EMC SourceOne Email Management release 7.1 SP1 release enhances this feature by introducing or making changes to the following functionality:

Network share claim mechanism on page 9.

Archive service and index service on page 9.

Admin Console on page 9.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 8

Fixed problemsNetwork share claim mechanismThe new network share claim mechanism ensures exclusive use of a network share folder by a native archive connection. The share folder includes the message center, unpack, archive, and index locations. When configuring a share folder to a native archive connection, SourceOne inputs a hidden ES1NetworkShare.claim file to claim exclusive use. The ES1NetworkShare.claim file records the site ID of the native archive connection. The site ID is unique for each archive database.

Archive service and index serviceOn startup:

The archive service automatically claims message centers, unpack locations, and archive locations for each archive folder in the current archive connection.

The index service automatically claims index locations for each archive folders in the current archive connection.

Both the archive and the index service terminate if they fail to claim these locations.

Admin ConsoleThe Admin Console automatically claims the corresponding locations when configuring message centers, archives, and index locations.

If the Admin Console cannot claim these locations, error messages appear and the Admin Console prevents the administrator from further configuration.

The Admin Console only initiates automatic claim processes if it has full access permission to share folders.

Fixed problemsThis table lists the fixed problems in EMC SourceOne Email Management release 7.1 SP1.

Table 4 Problems corrected in EMC SourceOne Email Management release 7.1 SP1 (page 1 of 3)

Issue Description

SDR 51696 Search results do not display messages sent using dynamic distribution lists.

SDR 51576 Large .csv files cause a Failed to parce access file error and the native archive server to mark the index as having an Unperformed Transaction.

SDR 51461 In SourceOne Search, the Restore or Copy icon is spinning and when clicked An error occurred while retrieving status details message appears.

SDR 51152 Cannot create Atmos folder. Test connection fails. Error in event viewer Cannot create component.

SDR 51122 Unable to select machines using a LDAP Query for a PST Group because there are no results in the Select the machines you want to be added to the group field.

SDR 51118 The SourceOne MMC reports failure for specific search jobs while the searches appear as complete/successful on the corresponding Discovery Manager client hosts.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 9

Fixed problemsSDR 51048 The Parsing input XML for synonyms failed error appears when attempting to perform multiple keyword searches against migrated (IPM) EmailXtender indexes using SourceOne Search or Discovery Manager.

SDR 50940 Large transaction files not processing from Index DropDir.

SDR 50867 The SourceOne console fails if you open Outlook 2013, then open the SourceOne console and create a Public Folders activity.

SDR 50853 Unable to archive from public folders with Exchange 2013 on Windows 2012.

SDR 50842, SDR 50841, SDR 50839

Archive folders with the same name detected in another archive server.

SDR 50832 When running a search as in a Domino environment, an exception is thrown and the search fails if the user is on the Access Control List but does not exist in the Name and Address Book.

SDR 50804 ExAsIdxObj.exe process fails after upgrading to 7.0.1.

SDR 50748 ExAsIdxObj.exe is not processing. Heartbeat is repeating in the logs.

SDR 50697 When attempting to view a message from search results that contain a Notes message, the EMC SourceOne ONM Viewer fails.

SDR 50540 PST Archive fails in an environment with Exchange 2013, Outlook 2013, and Windows 2012.

SDR 50495 Setting a Quick Flag on a shortcut message crashes the Domino server.

SDR 50214 SMTP Journaling fails with error expecting BEGIN, found 'CONFIDENTIALITY'.

SDR 50112 When an index has an Unperformed Transaction status the native archive does not mark the index as missing data.

SDR 50061 Messages sent to a large number of recipients cause a bottleneck for SourceOne Journaling jobs for many hours.

SDR 49901 Unable to archive from Public Folders in an Exchange 2013 environment.

SDR 49592 Volumes in Closed, record failed status with messages sitting in MSGCenter that are not in EMX file.

SDR 49524 ExAsIDXObj.exe runs at 100% CPU indefinitely as a result of specific messages which fail.

SDR 49523 Unable to manage indexing workload due to ongoing Un-indexable doc being added to Index error.

SDR 48503 The selection of the Deleted retention / soft deleted items checkbox results in the processing of items multiple times across all folders.

SDR 48293 A Domino server can fail due to conversion that occurs while deleting shortcut attachments or shortcut messages.

SDR 47548 A Domino server can fail when running a SourceOne shortcut activity.

SDR 46960 Domino Extensions or the Domino server can fail if there are too many quota restore errors present.


Issue DescriptionEMC SourceOne Email Management Release Notes for Release 7.1 SP1 10

Environment and system requirementsEnvironment and system requirementsRefer to the following SourceOne documentation for more information on environment and system requirements:

For compatibility information, refer to the SourceOne Products Compatibility Guide.

For product installation instructions, refer to the SourceOne Email Management 7.1 Installation Guide.

For auditing and reporting information, refer to the SourceOne 7.1 Auditing and Reporting Installation and Administration Guide.

For information on supported localized interfaces and issues, refer to the SourceOne Email Management 7.1 Localized Product Release Notes.

For information intended for use by planners, installers, and system administrators of EMC SourceOne products regarding the Management Pack for Microsoft Systems Center Operations Manager, refer to SourceOne 7.1 Management Pack for Microsoft Systems Center Operations Manager Installation and User Guide.

All documentation is available on the EMC Online Support website at:

https://support.emc.com

SDR 45953 In Domino, receiving Error retrieving FolderHints from the Note: Note item not found error.

SDR 45911 During processing of an Exchange Delete activity, ExDeleteJBC.exe is generating an application error.

SDR 44384 SourceOne Domino extensions fail when an environment has Linux Redhat version 6.2.


Issue DescriptionEMC SourceOne Email Management Release Notes for Release 7.1 SP1 11

Known problems and limitationsKnown problems and limitationsThis section describes the known problems and limitations in this release of Email Management:

Installation/Uninstall on page 12.

System administration on page 15.

Auditing and reporting on page 20.

Search on page 21.

Exchange on page 23.

Restoring on page 25.

Outlook Web Access on page 26.

Personal Archive on page 27.

Outlook on page 27.

Lotus Notes on page 28.

Native Archive on page 29.

Cloud Tiering Appliance on page 30.

Installation/Uninstall

This section describes the following known problems and limitations related to EMC SourceOne Email Management installation/uninstall:

Domino extension UNIX version numbers are incorrect on page 12.

Uninstall of the Admin Console component on Windows 2003 R2 fails on page 13.

Admin Console won't work unless user is configured before install on page 13.

Local System Administrator login required to use Program And Features > Change in Windows 2008 on page 13.

Installing Exchange 2003 OWA in a Microsoft Windows Cluster causes failover to a different node on page 14.

Errors rebooting EMC SourceOne when Microsoft SQL Server is installed on the same computer on page 14.

Domino extension UNIX version numbers are incorrect

Problem

Domino extension UNIX version numbers are incorrect. The version numbers appear in the incorrect format of 7.1.0.xxxx. The correct format for the 7.1 SP1 release is 7.1.1.xxxx.

(SDR 51597)EMC SourceOne Email Management Release Notes for Release 7.1 SP1 12

Known problems and limitationsUninstall of the Admin Console component on Windows 2003 R2 fails

Problem

Uninstall of the Admin Console component on Windows 2003 R2 fails.

Workaround

Follow these steps to resolve this issue:

1. Search for ES1_ConsoleSetup.msi under C:\Windows\Downloaded Installations

2. Copy the latest ES1_ConsoleSetup.msi file.

3. Paste the ES1_ConsoleSetup.msi file in C:\Windows\Installer

4. Run the uninstall again.

(SDR 50755)

Admin Console won't work unless user is configured before install

Problem

If the user is not configured before the Admin Console is installed, the Admin Console will not work.

Workaround

To enable the Admin Console:

1. Uninstall the Admin Console.

2. Configure mail clients for all members of the ES1 admin group on the system.

3. Reinstall the Admin Console.

(SDR 48556)

Local System Administrator login required to use Program And Features > Change in Windows 2008

Problem

Users logged in as a member of the Administrators group have fewer system-wide privileges on Windows 2008 and therefore are not allowed to repair the installation by using Program and Features > Change.

Workaround

On Windows 2008, you must log in as the Local System Administrator to repair the EMC SourceOne installation by using Program and Features > Change.

Alternatively, a member of the Administrators group can repair a EMC SourceOne installation by running the original EMC SourceOne setup executable, which prompts Windows User Access Control (UAC) to fully elevate administrative rights and enable EMC SourceOne installation repair.


Known problems and limitationsInstalling Exchange 2003 OWA in a Microsoft Windows Cluster causes failover to a different node

Problem

When the EMC SourceOne Exchange 2003 OWA components are installed on an active Exchange 2003 virtual server that runs within a Microsoft Windows failover cluster environment, the Exchange virtual server fails over to a different node. Note that the Exchange virtual server will be inaccessible while the failover occurs and this might impact production Exchange installations.

Solution

The failover to a different node is expected behavior and should be planned for when installing or upgrading Exchange 2003 OWA components. The failover occurs because the install setup registers components against the Exchange HTTP virtual server instance which causes the cluster resource to restart and the Exchange virtual server to failover.

(SRD 40570)

Errors rebooting EMC SourceOne when Microsoft SQL Server is installed on the same computer

Problem

This problem occurs when EMC SourceOne and Microsoft SQL Server are installed on the same computer.

When EMC SourceOne reboots, errors are logged to the Windows Event Log from any EMC SourceOne service that attempts to connect to Microsoft SQL Server.

Although EMC SourceOne services are installed and configured with a dependency on SQL Server services, SQL Server requires additional time after its primary service starts before it can accept incoming connections. For this reason, EMC SourceOne services report database connection errors to the event log until SQL Server is able to accept EMC SourceOne connection requests.


Known problems and limitationsSystem administration

This section describes the following known problems and limitations related to EMC SourceOne Email Management system administration:

Issues with resolving shortcuts, previewing messages, and opening messages while the Folder Conversion utility is running on page 16.

Alert description updates only when alert state changes on page 16.

Discovery Manager exports of corrupt messages to the EmailXtender server might cause the EmailXtender Query service to crash on page 16.

Items processed can be searched in the document and AAJD tables of the Activity database on page 16.

Mapped Folder Effective Permissions Report does not export to XML/CSV formats on page 17.

The ES1IntegrityTool does not support duplicated messages in Matter based archive folders on page 17.

Messages affected by SDR 43591 show an empty body in the preview pane. on page 17.

SMTP Journal sets current date as received date on page 17.

Public Folder activities require EMCSourceOne MAPI profile on the EMC SourceOne console on page 18.

Read and unread status is not preserved during a public folders archive activity on page 18.

Index refresh fails when there are too many open files on page 18.

Variance between Duplicate items processed count in EMC SourceOne console and detailed job log on page 18.

Domino group SMTP aliases should not be used in rules on page 19.

Issue differentiating same user in multi-domain environment when configuring mapped folders in console on page 19.

PST migration activity on PST with MBCS subfolders results in garbled subfolder names in mail client on page 19.

Unnecessary warnings in event log when EMC SourceOne is configured to process Domino and Exchange mail servers on page 20.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 15

Known problems and limitationsIssues with resolving shortcuts, previewing messages, and opening messages while the Folder Conversion utility is running

Problem

When the Folder Conversion utility is running users can experience issues performing the following tasks:

Resolving shortcuts

Previewing messages

Opening messages

Workaround

Wait until the Folder Conversion utility is finished before resolving shortcuts, previewing messages, or opening messages.

(SDR 51426)

Alert description updates only when alert state changes

Problem

The alert description can be incorrect as it updates only when the alert state changes. This issue is due to Systems Center Operations Manager (SCOM).

(SDR 49737)

Discovery Manager exports of corrupt messages to the EmailXtender server might cause the EmailXtender Query service to crash

Problem

When performing an export by using Discovery Manager against EmailXtender, the process of trying to retrieve a corrupt message on the EmailXtender server might cause the EmailXtender Query service to crash.

(SR 48769)

Items processed can be searched in the document and AAJD tables of the Activity database

Problem

The Documents Deleted Report shows items that failed to delete. SourceOne auditing captures the intent of the action, so if the actual delete action fails at the document level, the audit is captured.

Workaround

View the Search Delete Report and Documents Deleted Report in combination to verify the status and the items intended for deletion.


Known problems and limitationsMapped Folder Effective Permissions Report does not export to XML/CSV formats

Problem

The Mapped Folder Effective Permissions Report does not export to XML/CSV correctly because of the presence of graphical elements in the report.

(SDR 48638)

The ES1IntegrityTool does not support duplicated messages in Matter based archive folders

Problem

The ES1Intergrity Tool is not compatible with Matter based concept folders.

Workaround

To perform a disaster recovery, use a date based concept folder.

(SDR 46776)

Messages affected by SDR 43591 show an empty body in the preview pane.

Problem

After applying the 6.7.2.0111 hotfix from SDR 43591, the affected messages can now be exported and opened. However, when you perform a search from within the Web Search, the body of the message is empty in the preview pane. You cannot accurately preview the message.

(SDR 46101)

SMTP Journal sets current date as received date

Problem

If a SMTP message has no Received date, the SMTP Journal sets the date to the current date.

Solution

This works as designed.


Known problems and limitationsPublic Folder activities require EMCSourceOne MAPI profile on the EMC SourceOne console

Problem

The EMC SourceOne console cannot be used to create or manage public folder activities when the EMC SourceOne console user does not have a MAPI profile named EMCSourceOne configured for their mailbox. Attempting to create public folder activities causes the following error to be issued by the EMC SourceOne console:

Failed to validate changes.

Workaround

Install and use the EMC SourceOne console on an EMC SourceOne worker server which already has the EMCSourceOne MAPI profile defined for the administrator.

Alternatively, modify the administrators MAPI profile name on the computer that is not an EMC SourceOne worker computer to be EMCSourceOne and then log in to the local Outlook client using the new profile. Now the administrator can use the EMC SourceOne console to create and manage public folder activities.

(SDR 41597)

Read and unread status is not preserved during a public folders archive activity

Problem

Unread status is not preserved during a public folders archive activity. After a public folder archive activity is run, items that have been read will be marked as unread.

Solution

This is the expected behavior of the following Public Folder feature:

Maintain per-user read and unread information for this folder.

(SR 41455)

Index refresh fails when there are too many open files

Problem

Index refreshes are failing when attempting to extract a document from a content cache because there are too many open files.

(SDR 40555)

Variance between Duplicate items processed count in EMC SourceOne console and detailed job log

Problem

The Duplicate items processed count reported in the EMC SourceOne console differs from what is reported in the activitys detailed job log.

Workaround

The EMC SourceOne console report is more accurate.


Known problems and limitationsDomino group SMTP aliases should not be used in rules

Problem

If domain aliasing is enabled on the Domino server, and an EMC SourceOne rule specifies an alias SMTP group, messages sent to or from that alias SMTP group will not be processed by the rule.

Workaround

None. An alias SMTP group should not be used in rules.

(SDR 39108)

Issue differentiating same user in multi-domain environment when configuring mapped folders in console

Problem

When using the console to associate a user with a mapped folder, and the user exists in more than one domain, you cannot differentiate the users in the Groups or user names area of the Folder Properties dialog box.

Workaround

Use the Active Directory Select Users, Contacts or Groups dialog box to determine the domain.

(SDR 31238)

PST migration activity on PST with MBCS subfolders results in garbled subfolder names in mail client

Problem

If you run a PST migration activity on a non-Unicode PST file which includes subfolders named with MBCS characters, and then open the folder in the localized mail client, the subfolder names are garbled.


Known problems and limitationsUnnecessary warnings in event log when EMC SourceOne is configured to process Domino and Exchange mail servers

Problem

Unnecessary warning messages are written to the event log when both Domino and Exchange mail servers are configured for use by EMC SourceOne and the Domino and Exchange folder permission lists are determined by an LDAP query.

Example:

Event Type: WarningEvent Source: EMC SourceOneEvent Category: ExAddressCacheService Event ID: 6193Date: 05/03/2009Time: 18:03:13User: N/AComputer: CORPSERVERDescription:No email addresses found for during sync. Possibly a non-mail enabled item. (0x86041831) [ExSyncService.exe, ExUserGroupsCollection.cpp(715).CExUserGroupsCollection::AddAddresses]

Workaround

In this situation, EMC SourceOne attempts to find the Domino users on both the Domino and Exchange mail servers, and to find the Exchange users on both the Exchange and Domino mail servers. Since such users do not exist, warnings are written to the event log.

The warning messages do not indicate a problem and can be ignored.

(SDR 30361)

Auditing and reporting

This section describes the known problems and limitations related to EMC SourceOne Email Management auditing and reporting.

Activities with identical names

Problem

In EMC SourceOne, the names of activities in organizational policies do not have to be unique across all organizational policies. As a result, two or more activities can have the same name.

In the following EMC SourceOne reports, the data is summed for activities that have identical names:

Email Management Activity Dashboard

Files Management Activity Dashboard

SharePoint Management Activity Dashboard

Specifically, the graph in the Activities tab displays only one instance of the activity name, which includes the total counts for all instances of the activity with the identical name.


Known problems and limitationsSearch

This section describes the following known problems and limitations in EMC SourceOne Search:

Internet Explorer 11 Metro and SourceOne Search Console display issues on page 21.

Search Server log in fails when using IE10 or IE11 in Standards mode if IIS server does not have Windows updates applied on page 22.

Unnamed Keyword Field unable to process search containing back and forward slashes on page 22.

The search operation fails if the ancillary database size exceeds 2 GB on page 23.

Internet Explorer 11 Metro and SourceOne Search Console display issues

Problem

In Internet Explorer 11 Metro, the following windows within the SourceOne Search Console might not appear as expected.

For example:

The Find Name window opens in full screen, some title text might not appear and the window can not be resized.

The Open Search windows opens in full screen but the table information is compressed into a small space.

The Saved Search window opens in full screen but the table information is compressed into a small space.

The Saved Search window might not appear as expected after clicking the Save button on the Saved Search window.

The Restore and Cancel buttons on the Restore File window appear on the top of the window, unlike the other windows.

The scroll bar does not appear at the bottom of the Result window as expected.

During a restore operation, Internet Explorer takes longer than expected to display the list of mailboxes.

Workaround

To workaround these display issues, use the Desktop version of Internet Explorer 11; not the Metro version.

(SDR 51402, SDR 51380, SDR 51398, SDR 51399, SDR 51401, SDR 51379)EMC SourceOne Email Management Release Notes for Release 7.1 SP1 21

Known problems and limitationsSearch Server log in fails when using IE10 or IE11 in Standards mode if IIS server does not have Windows updates applied

Problem

By default, IE10 or IE11 operates in Standards mode when accessing sites using the fully qualified domain name (FQDN) or IP address in the URL, for example, http://ES1Search.Domain.com/search or http://192.168.1.5/search.

If you connect to the Search site using IE10 or IE11 in Standards mode then:

The login page refreshes without entering the search application.

The password is cleared.

The cause of this issue is a Microsoft ASP.NET bug in the .NET 4.0 framework, related to browser definition files. The ASP.NET does not recognize the IE10 or IE11 user agent string and treats IE10 or IE11 as an unknown browser. Microsoft fixed this bug with a hotfix (KB2600088) and included this fix with the latest Windows updates.

Workaround

To fix this issue for all users, perform an installation of all Windows updates on the IIS server.

To temporarily work around the issue on an individual client computer, connect to the Search site with IE10 or IE11 in Compatibility mode by either:

Manually switching to Compatibility mode by using the IE browser settings.

Adding the FQDN or IP address of the Search server to the IE intranet zone sites list.

Accessing the server by using the hostname (only) of the Search server, for example, http://ES1Search/search.

(SDR 50246)

Unnamed Keyword Field unable to process search containing back and forward slashes

Problem

When you log in as Admin, and use the Unnamed Keyword Field to search by using forward or back slashes, this results in the query not getting sent to the worker, and the search fails.

Note: This problem does not occur when you log in as a User.

Workaround

Avoid using back or forward slashes in the Unnamed Keyword Field.


Known problems and limitationsThe search operation fails if the ancillary database size exceeds 2 GB

Problem

Attempts to search an index where the ancillary database size exceeds 2 GB produces the following error:

Ancillary database is inconsistent with index: -2046541559: Error Detail: 08:(archivefolder01_201108_703) (85 / 186)

Failed to seek Ancillary index \\LOUSRCCLR01\SourceOneIndex7$\archivefolder01\201108\703\xvIndex.dat (131) file. (0x86042D0C) (0x86044109)

Workaround

To workaround this issue:

1. Move some volumes out of the index to another new or smaller index.

2. Rebuild the index so that the ancillary database size drops below 2 GB.

(SDR 42225)

Exchange

This section describes the following known problems and limitations for Exchange 2013:

Managed Availability messages appear in the Exchange 2013 journal mailboxes and in the SourceOne archive on page 23.

Duplicate messages may be archived in a mixed Exchange 2010 and 2013 environment on page 24.

Unable to archive messages from an Exchange 2013 journal mailbox in a mixed Exchange 2010 and Exchange 2013 environment. on page 24.

Historical Archive issues when Exchange 2010 feature for the Litigation Hold Policy is configured and active on page 25.

Managed Availability messages appear in the Exchange 2013 journal mailboxes and in the SourceOne archive

Problem

In Exchange 2013, Microsoft added a health-monitoring feature to provide high availability of its servers. This managed availability feature generates and sends probe email messages which are also delivered to the Exchange 2013 journal mailboxes. As a result, SourceOne archives those messages which may not be desired based on the rate and frequency of those messages.

Workaround

Microsoft has published a knowledge base article on this topic to workaround this problem. Please reference Article ID 2823959 titled Managed Availability messages are journaled in Exchange Server 2013, or follow this link: http://support.microsoft.com/KB/2823959.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 23

(SDR 49861)

Known problems and limitationsDuplicate messages may be archived in a mixed Exchange 2010 and 2013 environment

Problem

Due to a change in the format of the message content in Exchange 2013, a message archived or journaled from an Exchange 2010 or 2007 server, may produce a different SourceOne message ID than the same message archived or journaled from an Exchange 2013 server. If both Exchange 2013 and Exchange 2007\2010 create journal reports for the same message in some cases these reports will be considered unique which will result in duplication within the SourceOne archive.

Workaround

Additional information on configuration options to prevent or help mitigate duplication, is provided in the following EMC Knowledge base article:

https://support.emc.com/kb/165923

(SDR 49821)

Unable to archive messages from an Exchange 2013 journal mailbox in a mixed Exchange 2010 and Exchange 2013 environment.

Problem

If you have a mixed environment consisting of Exchange 2010 and Exchange 2013, mail does not get pulled from the Exchange 2013 journaling mailboxes. Errors occur on logon from the Worker. Also, jobs fail when pulling mail from the journals on the Exchange 2013 server.

Workaround

You must change the Outlook configuration on the Workers. Enable the connection to the Exchange server using HTTP. This change must be made in the Account Settings of the mailbox as shown in this figure.

Figure 4 Microsoft Exchange - Connection


Known problems and limitationsHistorical Archive issues when Exchange 2010 feature for the Litigation Hold Policy is configured and active

Problem

Currently SourceOne does not support Exchange 2010 Litigation Hold. If the Deleted Retention option is selected/enabled in the property settings of the Historical Archive job, jobs fail and the message counts for messages seem excessive for the mailboxes. Messages in the special purges folder in the Litigation Retention section can not be archived.

Workaround

To enumerate the messages with SourceOne and Exchange 2010, ensure that the Deleted Retention option is not selected in the Activity properties.

(SDR 47312)

Restoring

This section describes the known problems and limitations for restoring.

Restoration of File content from SourceOne web search is not supported for Domino users on page 25.

Inserting a shortcut into a message as an attachment does not restore the message on page 25.

Restoration of File content from SourceOne web search is not supported for Domino users

Problem

Domino users that try to restore file content from SourceOne web search receive the following error message:

Restoration of File content is not supported for Domino users

(SDR 50640)

Inserting a shortcut into a message as an attachment does not restore the message

Problem

When you insert a message or meeting invite into a new message or new meeting invite as an attachment, the attached message is not restored.

Workaround

Open the shortcut message and forwarded it as an attachment.


Known problems and limitationsOutlook Web Access

This section describes the following known problems and limitations for OWA:

Cannot retrieve meeting attachments from the calendar in OWA 2010 on page 26.

Unable to retrieve attachments in OWA when forwarding a meeting or an appointment on page 26.

When clicked the mail application can sometimes fail the first time you open OWA 2013 on page 26.

Simultaneous EMC SourceOne OWA cache cleanup and journal/archive activities may conflict on page 27.

Cannot retrieve meeting attachments from the calendar in OWA 2010

Problem

Cannot retrieve meeting attachments from the calendar in OWA 2010.

Solution

To resolve this issue either:

Retrieve the attachment by clicking the attachment link and downloading it.

Retrieve the attachment by using Offline Access.

(SDR 50346)

Unable to retrieve attachments in OWA when forwarding a meeting or an appointment

Problem

Unable to retrieve attachments in OWA when forwarding a meeting or an appointment.

Workaround

Perform the following steps in OWA to retrieve attachments when forwarding a meeting or appointment:

1. Right-click a meeting item that contains an attachment.

2. Click Forward.

(SDR 50352)

When clicked the mail application can sometimes fail the first time you open OWA 2013

Problem

When clicked the mail application can sometimes fail the first time you open OWA 2013.

Workaround

Refresh the page and try again.


Known problems and limitationsSimultaneous EMC SourceOne OWA cache cleanup and journal/archive activities may conflict

Problem

EMC SourceOne regularly performs OWA cache cleanup to delete messages which were restored by OWA users from their Exchange mailboxes. In some cases, this cleanup process might occur at the same time that journaling or historical archive activities are occurring against the same mailbox. Because Exchange limits the number of simultaneous connections to a mailbox, the journal or archive activity might produce errors indicating that it cannot log on to the provider.

Workaround

For recurring activities, the journal or archive jobs will reprocess the failed mailboxes in the next scheduled run. For run once activities, create a new activity to reprocess the failed mailboxes.

(SDR 38811)

Personal Archive

This section describes the known problems and limitations for Personal Archive.

Personal Archive access issues

Problem

Personal Archive access issues.

Solution

Personal Archive support is a new feature in SourceOne Email Management release 7.1. Upgrade SourceOne Email Management to the latest release.

(SDR 50788)

Outlook

This section describes the known problems and limitations for Outlook.

Email console can sometimes fail or stop responding when using Outlook 2007 as a mail client on page 28.

Unable to archive messages when using user-directed archiving folders if Outlook 2007 SP2 is installed and Microsoft hotfix KB2412171 is applied on page 28.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 27

Known problems and limitationsEmail console can sometimes fail or stop responding when using Outlook 2007 as a mail client

Problem

The email console can sometimes fail or stop responding when using Outlook 2007 as a mail client.

This issue occurs as a result of the Messaging Application Programming Interface (MAPI) IAddrBook::Address function if the MAPI version is 2007.

Workaround

The workaround is to replace Outlook 2007 with Outlook 2010 32bit version.

(SDR 50240)

Unable to archive messages when using user-directed archiving folders if Outlook 2007 SP2 is installed and Microsoft hotfix KB2412171 is applied

Problem

If a worker server has Outlook 2007 SP2 installed and Microsoft hotfix KB2412171 applied, users intermittently cannot archive messages when using user-directed archiving (UDA) folders because the ExArchiveJBC.exe program fails.

Workaround

To resolve this issue apply the Microsoft Office Outlook 2007 hotfix package KB2475891. Consult Microsoft knowledge base articles KB2412171 and KB2475891 for more information.

(SDR 50233)

Lotus Notes

This section describes the known problems and limitations for Lotus Notes.

Error occurs when clicking Exit after loading the SourceOne ONM Viewer with Lotus Notes Version 9 on page 29.

Lotus Notes messages that have the maximum number of characters in the subject field fails to archive on page 29.

Shortcut and Restore Shortcut activities and Notes trash folder behavior on page 29.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 28

Known problems and limitationsError occurs when clicking Exit after loading the SourceOne ONM Viewer with Lotus Notes Version 9

Problem

After loading SourceOne ONM Viewer with Lotus Notes Version 9, the following error appears when you click Exit on the Notes login page:

Error: Failed to open memo using cNotesMailMemo.ViewMemo() call (0x86040361) [EMC SourceOne ONM Viewer, ExONMUtil.cpp(212).CExONMUtil::ViewMessage] >Failed to open memo using cNotesMailMemo.ViewMemo() call (0x86040361) The server threw an exception. (0x80010105) [EMC SourceOne ONM Viewer, ExONMUtil.cpp(212).CExONMUtil::ViewMessage]

(SDR 51579)

Lotus Notes messages that have the maximum number of characters in the subject field fails to archive

Problem

On Lotus Notes 8.0.2, messages that have the maximum number of characters in the subject line are not archived and the following message displays:

Error: Call to Notes API ConvertItemToText() failed.

Note: This issue does not occur with Lotus Notes 8.5.2 or later.

Workaround

To resolve this issue, upgrade to Lotus Notes 8.5.2 or later.

(SDR 40736)

Shortcut and Restore Shortcut activities and Notes trash folder behavior

Problem

When messages in the Notes trash folder are archived, running a Shortcut activity does not process any items in the trash folder. However, the Restore Shortcut activity will process some items with failures. This occurs because the Shortcut activity did not process any items, so there are no items to restore.

(SDR 40270)

Native Archive

This section describes the known problems and limitations for Native Archive.

During journaling, Native Archive adds owners for routes added by BCEs on page 30.

Warning written to event log after installing Native Archive on Windows Server 2008 R2 on page 30.

Native Archive folder name limitations on page 30.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 29

Known problems and limitationsDuring journaling, Native Archive adds owners for routes added by BCEs

Problem

During journaling, the Native Archive adds extra owners for any routes added by a Business Component Extension (BCE).

The Native Archive should not add ownership on routes added by a BCE. The route flags added by a BCE should be preserved.

(SDR 40464)

Warning written to event log after installing Native Archive on Windows Server 2008 R2

Problem

The following warning message is written to the event log after the Native Archive software is installed on a computer running Windows Server 2008 R2:

Short path names may not be enabled, this could effect indexing with unicode files or indexing using unicode path

Workaround

Configure a registry key to support short path names on the computer signalling the error. Refer to the following for more information:

http://technet.microsoft.com/en-us/library/cc778996(WS.10).aspx

(SDR 38942)

Native Archive folder name limitations

Problem

A Native Archive folder name cannot exceed 128 characters. If the folder name exceeds 128 characters, indexes containing no messages are created.

Workaround

Use archive folder names with less than 128 characters.

(SDR 38738)

Cloud Tiering Appliance

This section describes the known problems and limitations for Cloud Tiering Appliance.

Issues connecting to EMC Cloud Tiering Appliance from a Windows 2003 R2 server on page 31.

Cannot use the mouse to select the drop-down lists or calendars entries by using the embedded Cloud Tiering Appliance Console on page 31.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 30

DocumentationIssues connecting to EMC Cloud Tiering Appliance from a Windows 2003 R2 server

Problem

Accessing EMC Cloud Tiering Appliance (CTA) version 7.5, 9.0, or 10.0 through the SourceOne Console on a Windows 2003 R2 server requires that the following steps be performed:

1. Ensure that Internet Explorer 8 or later has been installed.

2. Install the following Microsoft hotfix on the affected operating systems. If the hotfix is not applied, you might not be able to connect to the CTA server:

http://support.microsoft.com/kb/968730

(SDR 51725)

Cannot use the mouse to select the drop-down lists or calendars entries by using the embedded Cloud Tiering Appliance Console

Problem

You cannot use a mouse to select the following items from the embedded Cloud Tiering Appliance console:

Drop-down lists.

Dates on calendars.

Workaround

To workaround this problem either:

Use the keyboard instead of the mouse.

Use Internet Explorer to directly browse to the Cloud Tiering Appliance page.

(SDR 51481)

DocumentationThis section includes information about the EMC Email Management Release 7.1 and service pack documentation set. This section also includes details regarding any documentation updates that will be made in a future release.

EMC Email Management release 7.1 and service packs documentation set on page 32.

Documentation updates on page 33.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 31

DocumentationEMC Email Management release 7.1 and service packs documentation set

This section describes the additional documentation that is available for EMC SourceOne Email Management release 7.1 and service packs.

For compatibility information, refer to the SourceOne Products Compatibility Guide.

For product installation instructions, refer to the SourceOne Email Management 7.1 Installation Guide.

For information on configuring, managing, and maintenance, refer to the SourceOne Email Management 7.1 Administration Guide.

For auditing and reporting information, refer to the SourceOne 7.1 Auditing and Reporting Installation and Administration Guide.

For information on supported localized interfaces and issues, refer to the SourceOne Email Management 7.1 Localized Product Release Notes.

For information on using EMC SourceOne Search to search for messages in archives supported by EMC SourceOne, refer to SourceOne Email Management 7.1 Search User Guide.

For information on how to implement a disaster recovery configuration for supported EMC SourceOne products, refer to SourceOne 7.1 Disaster Recovery Solution Guide.

For information intended for use by planners, installers, and system administrators of EMC SourceOne products regarding the Management Pack for Microsoft Systems Center Operations Manager, refer to SourceOne 7.1 Management Pack for Microsoft Systems Center Operations Manager Installation and User Guide.

For technical note information, refer to the SourceOne 7.0 and later SNMP Trap Monitoring Solution Technical Notes.

For release note information for version 7.1, refer to the SourceOne Email Management 7.1 Release Notes.

All documentation is available on the EMC Online Support website at:

https://support.emc.comEMC SourceOne Email Management Release Notes for Release 7.1 SP1 32

InstallationDocumentation updates

The following appendixes include information regarding future revisions to the EMC SourceOne Email Management documentation set:

Appendix A - EMC SourceOne Auditing and Reporting Installation and Administration Guide Updates on page 51.

Appendix B - EMC SourceOne Disaster Recovery Solution Guide Updates on page 52.

Appendix C - EMC SourceOne Email Management Administration Guide and EMC SourceOne Email Management Console Online Help Updates on page 53.

Appendix D - EMC SourceOne Email Management Installation Guide Updates on page 128.

Appendix E - EMC SourceOne Management Pack for Microsoft System Center Operations Manager Installation and User Guide Updates on page 129.

Appendix F - EMC SourceOne Search User Guide and EMC SourceOne Search Online Help Updates on page 130.

InstallationThis section provides an overview of the process for updating the following products:

EMC SourceOne Email Management.

EMC SourceOne Discovery Manager (full edition).

This section includes the following topics:

Important considerations on page 33.

Supported update scenarios on page 34.

Preparing for the update on page 34.

Updating the EMC SourceOne databases on page 41.

Updating EMC SourceOne server and client software on page 46.

Post-update tasks on page 48.

Important considerations

Note the following:

The Email Management software kit includes the EMC SourceOne core components required for all additional EMC SourceOne products.

The EMC SourceOne Email Management 7.1 Installation Guide provides details on the EMC SourceOne architecture.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 33

InstallationUpdating Discovery Manager (full edition)Information on updating Discovery Manager (full edition) is integrated into each update procedure as a convenience for sites that have both products and prefer to upgrade both products at once.

Full release notes for Discovery Manager are provided in the EMC SourceOne Discovery Manager Release Notes for release 7.1 SP1.

Updating Discovery Manager (express edition)Information on updating Discovery Manager (express edition), which was introduced as part of the Email Management software kit with release 6.8, is included in the update instructions for Discovery Manager.

Supported update scenarios

This table describes supported update scenarios.

Note: The option to update to the 7.1 release no longer exists. If you did not update to 7.1 previously, then you must update to the 7.1 SP1 release.

This section describes how to update to both Email Management and Discovery Manager release 7.1 SP1.

This section includes the following topics:

Preparing for the update on page 34.

Updating the EMC SourceOne databases on page 41.

Updating EMC SourceOne server and client software on page 46.

Preparing for the update

Perform the following tasks before updating the EMC SourceOne system to release 7.1 SP1 of EMC SourceOne Email Management:

Estimate database update time on page 35.

Communicate update impact to users on page 39.

Prepare systems for update on page 40.

Table 5 EMC SourceOne product update details

Product Details

EMC SourceOne Email Management

You can update EMC SourceOne Email Management to the release 7.1 SP1 release from the following releases: 6.8x (and any hot fix version). 7.0x (and any hot fix version). 7.1 (and any hot fix version).EMC SourceOne Email Management Release Notes for Release 7.1 SP1 34

InstallationEstimate database update timeThe database update scripts for the Activity and Archive databases include an update analysis report that provides detailed database statistics and a time estimate for completing the database update based on your specific environment.

Details:

Depending on your database environment, running each update analysis report can take time.

To avoid unnecessary downtime when preforming the analysis, you can run the update analysis reports by temporarily making EMC SourceOne inactive or disabled (for example, only pausing activities).

Running the update analysis report allows you to determine the amount of planned downtime to expect for the databases updates to take place.

To ensure an accurate estimate, you should plan on performing the actual database update within 24 hours of running the update analysis report.

Note: Follow the instructions carefully and DO NOT update the databases yet. Updating the databases while EMC SourceOne is still running will cause serious problems.

Pausing activities

The estimation will consume some SQL Server resources which can impact running EMC SourceOne activities. You must pause current activities while performing the estimation:

1. In the EMC SourceOne console, select the Organizational Policies node.

2. In the Organizational Policies area:

a. Expand the organizational policy that contains the activity you want to pause.

b. Select the activity.

3. Select Action > Pause.

In the Organizational Policies area, the status of the activity changes from Active to Paused.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 35

InstallationEstimating EMC SourceOne Activity database update time

To estimate the time required to update the Activity database that is used by EMC SourceOne, perform the following:

1. Log in to the SQL Server host computer by using an account with local administrator permissions on the SQL Server host computer and the SQL sysadmin role.

Note: For details on why sysadmin permissions are required, refer to the SQL database installation permissions section in the Important Considerations section of the SourceOne Email Management 7.1 Installation Guide.

2. Browse to the Database\Activity directory on the EMC SourceOne software kit.

3. Copy the contents of the Activity directory to the database server computer.

4. Run the batch file (ES1_ActivityDB_Update_mssql.bat) on the database server from the command line prompt and respond to the prompts:

D:\scripts> ES1_ActivityDB_Update_mssql.batEMC SourceOne 7.11 Activity Database Update Program

5. Type the name of the SQL Server server computer on which the EMC SourceOne databases are installed in response to the prompt. If you press Enter, the default, local host, is used:

Specify SQL Server for Activity database (default: localhost):

Note: If you are using a named instance, type the SQL Server name and instance in the following format: hostname\instance

6. Type the name you assigned to the activity database when you installed EMC SourceOne. If you press Enter, the default, ES1Activity, is used as the activity database name.

Specify Activity Database Name (default: ES1Activity):

7. Choose Y to display an update analysis report which displays database statistics and a time estimate for completing the update.

Display database statistics and upgrade estimates? (Y/N default:Y):

8. Choose Y to view the log file, as the estimation information will display in the console.

View log file (Y/N)? (default: N)

A log file detailing analysis results will be produced in the directory that contains the update script. The log file is appended each time the update script is run. Do not delete the log file.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 36

Installation9. The script outputs an analysis report similar to the following:

Figure 5 Analysis Report - EMC SourceOne Activity database update time

10. Review the update analysis information. You are prompted to perform the database update:

Upgrade the database (Y/N)? (default: Y)

Note: DO NOT update the databases yet. Updating the databases while EMC SourceOne is still running will cause serious problems.

11. Choose N and exit the console.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 37

InstallationEstimating EMC SourceOne Native Archive database update time

To estimate the time required to update the Native Archive database that is used by EMC SourceOne, perform the following:



2. Browse to the Database\Archive directory on the EMC SourceOne software kit.

3. Copy the contents of the Archive directory to the database server computer.

4. Run the batch file (ES1_ArchiveDB_Update_mssql.bat) on the database server from the command line prompt and respond to the prompts:

D:\scripts> ES1_ArchiveDB_Update_mssql.batEMC SourceOne 7.11 Archive Database Update Program

5. Type the name of the SQL Server server computer on which the EMC SourceOne databases are installed in response to the prompt. If you press Enter, the default, local host, is used.

Specify SQL Server for Archive database (default: localhost):

Note: If you are using a named instance, type the SQL Server name and instance in the following format: hostname\instance.

6. Type the name you assigned to the archive database when you installed EMC SourceOne. If you press Enter, the default, ES1Archive, is used as the activity database name.

Specify Archive Database Name (default: ES1Archive):

7. Choose Y to display an update analysis report which displays database statistics and a time estimate for completing the update.


8. Choose Y to view the log file, as the estimation information will display in the console.


A log file detailing analysis results will be produced in the directory that contains the update script. The log file is appended each time the update script is run. Do not delete the log file.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 38

Installation9. The script outputs an analysis report similar to the following:

Figure 6 Analysis Report - EMC SourceOne Native Archive database update time

10. Review the update analysis information. You are prompted to perform the database update:


Note: DO NOT update the databases yet. Updating the databases while EMC SourceOne is still running will cause serious problems.

11. Choose N and exit the console.

Resuming activities

To resume a paused activity:

1. Select the activity.

2. Select Action > Resume.

Communicate update impact to users While the update occurs, client-generated activities such as shortcut retrieval and search requests will not function. You should communicate a planned outage to reduce the number of client requests while the update occurs.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 39

InstallationPrepare systems for updateThis section describes how to prepare EMC SourceOne systems for update. If your environment includes EMC SourceOne Discovery Manager, the procedure for preparing these systems is also included.

See the following topics:

Preparing Discovery Manager systems (if used) on page 40.

Preparing EMC SourceOne systems on page 41.

Preparing Discovery Manager systems (if used)

Perform the following steps to prepare the EMC SourceOne Discovery Manager systems for the update:

1. Use the Discovery Manager backup process to temporarily make the Discovery Manager system inactive or disabled:

a. Install and configure backup scripts and customize the scripts for your environment.

b. Suspend Discovery Manager.

Note: Specific instructions for performing these steps are provided in the Performing a Backup of Discovery Manager section of the SourceOne Discovery Manager Version 7.1 Installation and Administration Guide.

2. Wait for all Discovery Manager activities to complete. Depending on the Discovery Manager activities which are currently running, this might take a significant amount time (up to several hours in some cases).EMC SourceOne Email Management Release Notes for Release 7.1 SP1 40

InstallationPreparing EMC SourceOne systems

Perform the following steps to prepare the EMC SourceOne systems for the update:

1. Perform a backup of the EMC SourceOne system as described in the SourceOne Email Management 7.1 Administration Guide.

2. Stop all active jobs using the EMC SourceOne console as follows:

a. Expand the EMC SourceOne > Organizational Policies node.

b. Right-click each policy and select Stop.

c. Expand the EMC SourceOne > Operations > Job Management node.

d. Observe that all jobs in the Jobs (Active) view are stopped.

Note: Client requests (such as jobs generated by users performing searches) will also be listed in this view. These requests can remain in an active state. End users will experience a service interruption until the systems are running again.

3. Close the EMC SourceOne console.

4. Close any other open MMC consoles.

5. Stop the EMC SourceOne Web services within IIS.

6. Stop all EMC SourceOne services on all computers on which EMC SourceOne components are installed. However, if you are running the master computer in an active/passive cluster, perform the following:

Do not manually stop the master services (EMC SourceOne Job Scheduler and EMC SourceOne Address Cache).

From the cluster administration console, take the EMC SourceOne Job Scheduler and EMC SourceOne Address Cache resources offline. This ensures that the master services are no longer running on either node.

7. Close the Services console if it is open.

Updating the EMC SourceOne databases

You must update the databases before updating the rest of the EMC SourceOne system.

Database scriptsYou use batch files to update the schema and stored procedures in the EMC SourceOne databases as described in the following sections:

Update the Activity database on page 42.

Update the Archive database on page 43.

Updating the Discovery Manager database (if used) on page 44.

Note: The Search database does not need to be updated. Therefore, no update batch file is provided.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 41

InstallationBefore you beginPerform the following:

Ensure that you completed the procedures in Preparing for the update on page 34 before continuing.

Update the Activity databaseTo update the Activity database used by EMC SourceOne, perform the following:



2. Browse to the Database\Activity directory on the EMC SourceOne software kit.

3. Copy the contents of the Activity directory to the database server computer.

4. Run the batch file (ES1_ActivityDB_Update_mssql.bat) on the database server from the command line prompt and respond to the prompts:

D:\scripts> ES1_ActivityDB_Update_mssql.batEMC SourceOne 7.11 Activity Database Update Program

5. Type the name of the SQL Server server computer on which the EMC SourceOne databases are installed in response to the prompt. If you press Enter, the default, local host, is used.

Specify SQL Server for Activity database (default: localhost):

Note: If you are using a named instance, type the SQL Server name and instance in the following format: hostname\instance.

6. Type the name that you assigned to the activity database when you installed EMC SourceOne. If you press Enter, the default, ES1Activity, is used as the activity database name.

Specify Activity Database Name (default: ES1Activity):

7. Choose N when prompted to display an update analysis report which displays database statistics and a time estimate for completing the update.

Note: You should have already run the analysis report earlier in the update process as described in Estimate database update time on page 35.


8. Choose (Y or N) whether you want to view the log file which is created after the update. If you choose N, the log file will not open after the update is complete. The log file (ES1_ActivityDB_Update_mssql.bat.log) is created in the same directory in which you placed the database update scripts.

View log file (Y/N)? (default: N)EMC SourceOne Email Management Release Notes for Release 7.1 SP1 42

Installation9. You are prompted to perform the database update:


10. Choose Y. Update progress information is displayed.

11. Review the resulting messages to ensure that the update completed successfully.

If the following message displays, the update was successful:

[Date/Time]:SourceOne 7.11 Activity Database update program finished

The following message appears if there was a problem:

Errors encountered during Activity Database update process. Please check log files for errors and re-run the update.

Check the ES1_ActivityDB_Update_mssql.bat.log file for additional information.

12. Review the log file (ES1_ActivityDB_Update_mssql.bat.log). The file is generated in the temporary directory where you placed the database update scripts.

Update the Archive databaseTo update the Native Archive database that is used by EMC SourceOne, perform the following:



2. Browse to the Database\Archive directory on the EMC SourceOne software kit.

3. Copy the contents of the Archive directory to the database server computer.

4. Run the batch file (ES1_ArchiveDB_Update_mssql.bat) on the database server from the command line prompt and respond to the prompts:

D:\scripts> ES1_ArchiveDB_Update_mssql.batEMC SourceOne 7.11 Archive Database Update Program

5. Type the name of the SQL Server server computer on which the EMC SourceOne databases are installed in response to the prompt.

If you press Enter, the default, local host, is used.

Specify SQL Server for Archive database (default: localhost):

Note: If you are using a named instance, type the SQL Server name and instance in the following format: hostname\instance.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 43

Installation6. Type the name that you assigned to the archive database when you installed EMC SourceOne. If you press Enter, the default, ES1Archive, is used as the activity database name.

Specify Archive Database Name (default: ES1Archive):

7. Choose N when prompted to display an update analysis report which displays database statistics and a time estimate for completing the update.

Note: You should have already run the analysis report earlier in the update process as described in Estimate database update time on page 35.


8. Choose (Y or N) whether you want to view the log file which is created after the update. If you choose N, the log file will not open after the update is complete.

The log file (ES1_ArchiveDB_Update_mssql.bat.log) is created in the same directory in which you placed the database update scripts.


9. You are prompted to perform the database update:


10. Choose Y. Update progress information is displayed.

11. Review the resulting messages to ensure that the update completed successfully.

If the following message displays, the update was successful:

[Date/Time]:SourceOne 7.11 Archive Database update program finished

The following message appears if there was a general problem:

Errors encountered during Archive Database update process. Please check log files for errors and re-run the update.

Check the file for additional information.

12. Review the log file (ES1_ArchiveDB_Update_mssql.bat.log). The file is generated in the temporary directory where you placed the database update scripts.

Updating the Discovery Manager database (if used)Complete the following steps to update the EMC SourceOne Discovery Manager database:

1. Log in to the SQL Server host computer using an account with local administrator permissions on the SQL Server host computer and the SQL sysadmin role.

2. Browse to the Setup\Database\DiscoveryManager directory on the EMC SourceOne Email Management software kit.

3. Copy the contents of the Database\DiscoveryManager directory to the database server computer.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 44

Installation4. Run the batch file ExDisCo_Update_mssql.bat on the database server from the command line prompt and respond to the prompts:

D:\scripts> ExDisCo_Update_mssql.batEMC SourceOne 7.11 Discovery Manager Database Update Program

5. At the following prompt, type the name of the SQL Server server computer on which the Discovery Manager database is installed. If you press Enter, the default, local host, is used.

Specify SQL Server for Discovery Manager database (default: localhost):

Note: If you are using a named instance, type the SQL Server name and instance in the following format: hostname\instance

6. Type the name you assigned to the Discovery Manager database when you installed Discovery Manager. If you press Enter, the default, DiscoveryManager, is used as the database name.

Specify Discovery Manager Database Name (default: DiscoveryManager):

7. At the following prompt, enter the server for the Activity database:

Specify Server for Activity database (default:localhost)

8. At the following prompt, enter the Activity database name:

Specify Activity Database Name (default:ES1Activity)

9. Select (Y or N) depending on whether or not you want to display database statistics and upgrade estimates.

Display database statistics and upgrade estimates? (Y/N default:Y)

Note: Take advantage of the upgrade estimates for your deployment to correctly plan both time and space requirements. You must run the script once to perform only the estimate without the upgrade step.

10. Select (Y or N) depending on whether or not you want to view the log file that is created after the update. If you press Enter, the log file will not open after the update is complete. The log file (ExDisCo_Update_mssql.bat.log) is created in the temporary directory where you placed the database update scripts.


11. If you chose Y in step 9, you are prompted to start the database update:


When you are ready, select Y to start the database update.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 45

Installation12. Review the resulting messages to ensure that the update completed successfully.

If the following message appears, the update was successful:

[Date/Time]:SourceOne 7.11 Discovery Manager Database update program finished

The following message appears if there was a problem:

Errors encountered during Discovery Manager Database update process. Check the log files for errors and rerun the update.

Check the log file for more information.

13. Review the log file ExDisCo_Update_mssql.bat.log. The file is generated in the temporary directory where you placed the database update scripts.

Updating EMC SourceOne server and client software

For EMC SourceOne MSI-based installations, you must run each installation executable on all applicable computers in your configuration.

GuidelinesFollow these guidelines when performing the update:

Ensure the installations are run using the accounts and permissions used in the original installation. Refer to the SourceOne Email Management 7.1 Installation Guide for more information.

Use the same values (account names, passwords, file shares, and so on) which were provided in the original installation. The installation programs will detect most values entered during the original installation, as many of these values are stored in the EMC SourceOne databases. If prompted, provide the same values provided in the original installation.

Note: Although some MSI software installations generate a dialog stating You must restart the system upon completion, you must defer restarting the system until all EMC SourceOne software has been installed on that computer. Once all components have been installed for that specific computer, restart the system.

ProcedureRun the installation executables on each of the applicable computers on which the corresponding software is already installed:

1. Ensure that you have updated the database stored procedures (see Updating the EMC SourceOne databases on page 41).

2. Update Master Services software (ES1_MasterSetup.exe).

To install on both nodes of an active/passive cluster:

a. Update the software on the active node.

b. Fail over to the passive node (making it active).

c. Update the software on the second node.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 46

3. Update the console application (ES1_ConsoleSetup.exe).

Installation4. If present, uninstall previous releases of the Discovery Manager Worker Services software.

Note: As of release 6.8, the worker functionality related to Discovery Manager is now installed as part of the Email Management Worker Services software. If you have not already, you must uninstall previous releases of the Discovery Manager Worker Services software before you update the Email Management Worker Services software to 6.8 or higher.

5. Update Worker Services software (ES1_WorkerSetup.exe).

6. Update Web Services software (ES1_WebServicesSetup.exe).

7. Update Native Archive software (ES1_ArchiveSetup.exe).

Note: If a warning related to East Asian Language Pack displays, you must ensure to install the Microsoft Visual C++ 2010 x86 SP1 Redistributable.

8. Restart the systems on which you installed the Web Services software.

Note: The Search, Mobile Services, Discovery Manager Server (if used), Extensions for OWA, and Extensions for IBM Lotus Domino (which you will upgrade in the steps that follow) check for communication with the Web Services IIS site during the upgrade.

9. Update Search software (ES1_SearchSetup.exe).

10. Update Mobile Services software (ES1_MobileSetup.exe).

11. Update Discovery Manager Server (if used) software.

If you are using the full edition of Discovery Manager, run the ES1_DiscoveryMgrServerSetup.exe provided in the Discovery Manager software kit.

If you are using the express edition of Discovery Manager, run the ES1_DiscoveryMgrExpressServerSetup.exe provided in the Email Management software kit.

Note: You cannot install the express edition of the Discovery Manager Server software (ES1_DiscoveryMgrExpressServerSetup.exe) over an installation of the full edition of the Discovery Manager Server software. Install the same edition of Discovery Manager Server software on all host computers. Do not mix the express edition and the full edition.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 47

Installation12. Determine if you are required to update the EMC SourceOne extensions software on your mail servers.

Extensions software for your mail servers is no longer part of the Email Management software kit, and is provided in separate kits which you download from the SourceOne Email Management software downloads area on http://support.emc.com.

In some cases, it may not be necessary to update the extensions software, as the previously-released version is supported with the current release of EMC SourceOne Email Management software.

Check the SourceOne Products Compatibility Guide to determine if your extensions software requires updating for this release.

13. Update client software:

ONM Viewer (ES1_ONMViewerSetup.exe).

Discovery Manager client software (if used) (ES1_DiscoveryMgrClientSetup.exe).

Note: The Discovery Manager client software is now in the Email Management software kit.

Post-update tasks

Review the important post-update information in this section.

Modifying custom web.config filesWhen you upgrade EMC SourceOne systems, the web.config files used by the EMC SourceOne ASP.NET Web sites, (SearchWS, Search and ExShortcut), are replaced with updated files, and the existing files are renamed.

If an administrator has manually modified these web.config files, or used the Microsoft Internet Information Server (IIS) Manager to modify those Web sites, those changes will be overwritten by the updated files. The web.config files that were replaced remain in the installation folder and are named web.config_Backup_date_time, where date_time is the date and time at which the update occurred.

File locations:

EMC SourceOne Search application - install_drive\Program Files\EMC SourceOne\Search\WebApp\

EMC SourceOne Web Services - install_drive\Program Files\EMC SourceOne\SearchWS\WebServer

EMC SourceOne Mobile Services - install_drive\Program Files\EMC SourceOne\ExShortcut

To reapply the modifications made to the EMC SourceOne Email Management Web sites prior to the update, the administrator must make those modifications again by using either IIS Manager or by manually editing the appropriate web.config file using an automatically created backup of the original file as a reference.EMC SourceOne Email Management Release Notes for Release 7.1 SP1 48

InstallationReconfiguring Single Sign-on (SSO)If you configured SSO in your environment prior to upgrading, you must reconfigure SSO settings for SourceOne ASP.NET Web sites (SearchWS, Search and ExShortcut) by using the Microsoft IIS Manager application. Procedures for configuring SSO are provided in the EMC SourceOne Email Management 7.1 Installation Guide.

Note the following:

If you made additional customizations to t

docu52397 sourceone email management 7.1 sp1 release notes

Documents

emc sourceone auditing

user guide updates

administration guide

emc online support https

email recordkeeping

following new features

reporting installation

user productivity