Installation Checklists - eControl for Active Directory and Exchange

Quickstart Installation Checklists are designed to work on those environments that have been configured to meet the specified system requirements for eControl. This checklist will cover:

Table of contents

• Install eControl to Manage Active Directory Only
  • Verify System Requirements
  • Install and Configure the eControl Host Server
• Configure eControl to Manage Home Directories
  • Verify System Requirements
  • Configure the eControl Host Server
• Configure eControl to Manage Exchange
  • Verify System Requirements
  • Configure the eControl Host Server
  • Install eControl and the Omni Remote Connection Agent on the Exchange Server

Install eControl to Manage Active Directory Only

Verify System Requirements

Before installing eControl, ensure that your environment meets the system requirements:

• eControl Host Server System Requirements - Windows 2003 server is preferred platform. Do not use Windows XP as a platform.
• Active Directory Support and eControl Service Accounts - Ensure that an econtrol service account is created in the Active Directory domain and made a member of the Domain Admins group.
• SSL Certificate Requirements - This is a mandatory requirement. eControl will not be able to create Active Directory connections unless this requirement has been met.

Install and Configure the eControl Host Server

The steps to install, configure and license eControl are:

1. Install eControl on the Windows server that will host the eControl portal web site
2. Create and configure the Active Directory and Exchange Connections
3. Request and Activate an eControl License

Configure eControl to Manage Home Directories

Verify System Requirements

Ensure that your environment meets the system requirements:

• Home Directory Support Requirements for the eControl Host Server - Verify that:
  • eControl local service account has been configured,
  • File system permissions have been set, and
  • Enable the eControl service account to log on as a service.
• Home Directory Support Requirements for the Windows Home Directory Servers - Verify that:
  • eControl local service account has been configured, and
  • File system permissions have been set.

Configure the eControl Host Server

Modify the eControl web server:

1. In "Computer Properties" > "Manage" under "Local Users and Groups", make the local "eControl" user account a member of the local IIS_WPG group.
2. Open "IIS Manager".
3. Expand the local computer and "Application Pools".
4. Create a new application pool and name it "eControl-Service".
5. Open the properties of the "eControl-Service" application pool and select the "Identity" tab. Select "Configurable" and browse and select the "econtrol" account and provide the password. Click "OK" to close.
6. Expand "Web Sites" and open the properties of the "Default Web Site". Select the "Home Directory" tab and change the "Application pool" setting to use the "eControl-Service" pool.
7. Select the "eControl-Service" application pool, click the "Stop" button and the "Start" button in the tool bar. This will restart the application pool without restarting the web service. You can also use the "iisreset" command to restart IIS.

Configure eControl to Manage Exchange

Verify System Requirements

Ensure that the system requirements to support Exchange 2003 and Exchange 2007/2010 have been met:

• Minimum level of the Exchange server has been installed.
• Windows Powershell has been installed.
• The AD "eControl" service account has been added to the AD groups to permit it to create and manage user Exchange mailboxes.

Configure the eControl Host Server

The eControl connections for Active Directory and Exchange have to be properly configured:

1. Modify the Active Directory connection to the AD domain hosting the Exchange server to reflect the IP address of the Remote Agent host.
2. Run the Exchange connection wizard to discover the Exchange Mailbox stores.

Install eControl and the Omni Remote Connection Agent on the Exchange Server

eControl has to be installed and configured on the target Exchange server:

1. Install eControl but do not install the eControl web server.
2. Run the Active Directory and Exchange connection wizards.
   • Set the Remote Agent host to localhost
   • Do not apply the eControl license to this installation
3. Install the eControl Remote Management Agent service.

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