Step 3 - Install the ArchiveOne Service and Components

Step 1. Run Setup Executable

Run the setup executable using the following steps:

1. Right-click ArchiveOne Setup Enterprise.version.exe, and select Run as administrator.
2. The ArchiveOne package automatically extracts the necessary files and launches the installer.
3. On the Introduction step review the license agreement, select Accept License Agreement, and Next to proceed.
4. On the Select Features step, select the required features for installation, and click Next to proceed:
   1. Select Core Service components to install the key ArchiveOne components on the Archive server.
   2. Select Search and Retrieval Websites if you want to install the Search and Retrieval Websites on this machine. For more information, see Search and Retrieval Website.
   3. Select Administration console to install the ArchiveOne administration console. It is recommended you install this on the Archive server for ease, but this can be installed on additional machines as required.
   4. If you want to modify the installation directory, click Browse. The default directory is C:\Program Files (x86)\Barracuda\ArchiveOne.
5. The installer runs the necessary prerequisite checks. If any tests fail or show a warning, select the individual test to view further information on how to correct the issue. Once all tests have passed successfully, click Next to proceed.
   1. Click Retry to re-run the tests once the issue has been corrected.
   2. The Export Details can be used to save an HTML report file to provide to Barracuda Networks Support if further assistance is required.
6. On the Configure Account and Group step, specify the desired service account and user group for ArchiveOne. This can be an existing account and/or group, or the installer can be used to create the group and account if the installing user has sufficient rights to do so. Click Next to proceed.
   1. To create a new account, select the New Service Account option. You will need to specify the account name and password. If desired, you can specify the organizational unit (OU) to create the account under and/or the mailbox store to create the associated mailbox in.
   2. If you have pre-created the service account and mailbox, select Existing Service Account and use Browse to select the account from Active Directory (AD). Enter the password for the specified account.
   3. To create a new security group, click New Users Group. You must specify the security group name; optionally, you can select the organizational unit (OU) where you want to create the new group.
   4. If you have pre-created the security group, select Existing Users Group and use Browse to select the group from AD.
7. The installer runs the Account and Group configuration. If any of the configuration steps fail, you aree prompted to correct the error before proceeding.
8. On the Select SQL Server step, select a SQL instance for ArchiveOne to use, and click Next to proceed.
   1. You can install a SQL instance on the local machine if one is not already installed.
   2. You can specify an existing SQL instance on another machine by selecting Select a different instance to use. If the installing user or the ArchiveOne service account does not have sufficient rights to this instance, you are prompted to provide the SQL administrator credentials.
   3. If a suitable instance is already installed on the local machine, you can select Use the Barracuda instance that is installed on this machine.
9. The Install Summary displays the selected configuration options. Click Install to start the installation process.
10. The status of the installation process displays while the various steps are being completed. Once the installation successfully completes, review any outstanding actions (if reported), and click Finished to close the installer.
    • Click Save Logs if you want to save a zipped copy of the installation logs.

Step 2. Install the Search and Retrieval Website on additional machines (optional)

You should have chosen which server(s) to install the Search and Retrieval Website during the installation preparation, which may or may not be the same as the ArchiveOne Service server. To install the Search & Retrieval Websites component only:

1. Right-click ArchiveOne Setup Enterprise.version.exe, and select Run as administrator.
2. The ArchiveOne package automatically extracts the necessary files and launches the installer.
3. On the Introduction step, review the license agreement, select Accept License Agreement, and click Next to proceed.
4. On the Select Features step, select Search and Retrieval Websites, and click Next to proceed.
   • Click Browse if you want to modify the installation directory. The default directory is C:\Program Files (x86)\Barracuda\ArchiveOne.
5. You are prompted for the name of the Archive server (the server where you installed the Core Service component), and click Next. You can enter either the hostname or the fully qualified domain name (FQDN). 
6. The installer attempts to connect to the configuration data on the named server. If this succeeds, the Install Summary displays the selected configuration options. Click Install to start the installation process.
   • If this fails, you are presented with a message with further details on how to correct the error.
7. The status of the installation process displays while the various steps are being completed. Once the installation successfully completes, review any outstanding actions (if reported), and click Finished to close the installer.
   • Click Save Logs if you want to save a zipped copy of the installation logs.

Step 3. Install ArchiveOne Admin on additional machines (optional)

You can install ArchiveOne Admin console on additional machines to the Archive server for ease of administration. Note that these machines require a 32-bit version of Outlook 2010 or 2013 installed (64-bit is not supported).

To install the ArchiveOne admin console component only:

1. Right-click ArchiveOne Setup Enterprise.version.exe, and select Run as administrator.
2. The ArchiveOne package automatically extracts the necessary files and launches the installer.
3. On the Introduction step, review the license agreement, select Accept License Agreement, and click Next to proceed.
4. On the Select Features step, select the Administration console, and click Next to proceed.
   • Click Browse if you want to modify the installation directory. The default directory is C:\Program Files (x86)\Barracuda\ArchiveOne.
5. You are prompted for the name of the Archive server (the server where you installed the Core Service component), and click Next. You can enter either the hostname or the fully qualified domain name (FQDN). 
6. The installer attempts to connect to the configuration data on the named server. If this succeeds, the Install Summary displays the selected configuration options. Click Install to start the installation process.
   • If this fails, you are presented with a message with further details on how to correct the error.
7. The status of the installation process displays while the various steps are being completed. Once the installation successfully completes, review any outstanding actions (if reported), and click Finished to close the installer.
   • Click Save Logs if you want to save a zipped copy of the installation logs.

Bear in mind that you must be a member of the ArchiveOne Users group (by default called ArchiveOneUsers) in order to run the ArchiveOne admin console after installation. If you have recently been added to the ArchiveOneUsers group, you may get a login error reporting your account is not a member of the group. This can be due to replication delays, or you may need to log off and log back in again for your group membership to update.

Step 4. Deploy the Quick Link or Laptop Client packages

The Quick Link client makes retrieval from the archive more Outlook-integrated. Without Quick Link, when a user clicks on a message link, they see a URL. To retrieve the item, they must click on the URL, and are then shown the archived message using Ooutlook Web Access (OWA). As an alternative, if they have Quick Link installed, when they view the message link in the preview pane, the start of the message displays including some instruction, and when they double-click to view, the archived message is retrieved and shown using Outlook, if available. See Quick Link Clientfor more information.

To install the Quick Link or Laptop Clients:

1. On the Archive server, browse to the Clients folder in the installation directory (by default, C:\Program Files (x86)\Barracuda\ArchiveOne\Clients).

2. In this folder, locate the file ArchiveOneClientSetup.exe. Use this file to install any required component, or the individual MSI files for the separate components.

Step 5. Install a Storage Manager (Optional)

Depending on how you intend to store your archive data, you may require some storage management software supplied by a third-party. This is not necessary if you write your archive to local hard drive, or to storage that emulates local hard drive. For more information, refer to Storage Manager.

Step 6. Install the Message Link Form into Outlook

The ArchiveOne custom forms allow for an archived message icon to be displayed in Outlook which allows a user to easily identify any archived messages. To publish the form, follow the steps in the article How to Manually Publish Custom Forms to Forms Libraries.

Step 7. Add the Search & Retrieval websites address to the Local Intranet Zone (if using Windows integrated authentication)

The ArchiveOne Search & Retrieval websites use Windows integrated authentication by default to enhance the end-user experience. If you choose to use Windows authentication, then you may need to add the AOneSearch URL to the Local Intranet Zone in Internet Explorer to ensure that users are not prompted to authentication. For more information, see How to Resolve Users Receiving Authentication Prompts when Using Windows Authentication for AOneSearch Website.