Last updated: 21-Sep-2012

ReadMeFirst for Discovery Accelerator™ 10.0

This document provides important information about the Symantec Discovery Accelerator 10.0 release.

For information on the new features and fixes contained in the 10.0.2 release, see the Discovery Accelerator 10.0.2 document. This is included as DAUpdates_en.htm on the release media.

If you are performing a new installation of Discovery Accelerator, follow the instructions in the Installation Guide. This guide is in the Documentation folder on the Discovery Accelerator media.

If you are upgrading from an earlier version of Discovery Accelerator, follow the instructions in Upgrading to Symantec Discovery Accelerator 10.0.2. This is included as DAUpgradeInstructions_en.htm on the Discovery Accelerator media.

For the latest information on supported devices and versions of software, see the Enterprise Vault Compatibility Charts (http://www.symantec.com/docs/TECH38537).

For the latest information on supported upgrade paths, see the technical note called Supported upgrade paths for Enterprise Vault, Compliance Accelerator, and Discovery Accelerator (http://www.symantec.com/docs/TECH53174).

Contents

• New features and changes in Discovery Accelerator 10.0
• Prerequisite software
• Installation
• Known issues and limitations
• Documentation
• Free training modules
• Legal notice

New features and changes in Discovery Accelerator 10.0

For more information on the features described below, see the supplied documentation.

Facility to select archives when you set the criteria for a case-level or folder-level search

You now have the option to restrict the scope of a case-level or folder-level search to certain archives only. By default, when you conduct a search, Discovery Accelerator searches all the archives in the vault stores selected for the case. This can be time-consuming if Discovery Accelerator must search many thousands of archives unnecessarily. When only a small number of archives interest you, you may therefore find it desirable to target the search at them.

This feature is available if you have a new permission, Select Archives in Search, in the case or folder in which you want to search. You also require the Search permission. Note that the Select Archives in Search permission is not associated with any user role by default.

This feature is not available when you define the criteria for a scheduled search; you can use it when you set up immediate searches only.

Facility to set a custodian attribute other than Display Name as the primary attribute

In earlier versions of Discovery Accelerator, when you defined the criteria for a search or analytics rule, you nominated the custodians for whom you wanted to search by specifying their Display Names. If you prefer to search for custodians by an attribute other than Display Name, Custodian Manager now lets you set that attribute as the primary.

The Display Name and Employee ID attributes are the only standard custodian attributes that you can set as the primary attribute. However, you can set any custom attribute as the primary attribute.

After you set an attribute as the primary attribute, you must restart the Enterprise Vault Accelerator Manager service on all Discovery Accelerator servers, and restart all Discovery Accelerator clients.

Enhancements to Active Directory synchronization in Custodian Manager

In large Active Directory environments containing many thousands of objects, the synchronization process by which Custodian Manager retrieved those objects and compared them with the objects in its database could take many hours to complete. To avoid this issue, Custodian Manager now performs incremental synchronization. This process retrieves only those Active Directory objects that have changed since the last synchronization. Note that this enhancement is available for Active Directory synchronization only, and not for Domino LDAP synchronization.

Two new Profile Synchronization settings in Custodian Manager let you configure Active Directory synchronization.

In addition, Custodian Manager can now automatically deactivate custodians and custodian groups whose details have been moved to the Deleted Objects container in Active Directory. A prerequisite of this facility is that the user account under which Custodian Manager synchronizes custodians has the "Read Property" and "List Content" permissions on the Deleted Objects container in Active Directory.

The following article on the Microsoft Web site describes how to change the permissions on the Deleted Objects container:

http://technet.microsoft.com/en-us/library/cc816824(WS.10).aspx

Note that in step 3 of the procedure, where you grant a non-Administrator security principal permission to view the objects in the Deleted Objects container, you must assign the "Read Property" and "List Content" permissions to the user account under which Custodian Manager synchronizes custodians. By default, this is the service account under which the Accelerator Manager service is running.

Automatic synchronization of index volume information during Discovery Accelerator searches

With Enterprise Vault 10.0, you can migrate the indexes of various archives from 32-bit to 64-bit indexing. Discovery Accelerator uses the index volume information when you conduct a search of the archives. If you undertake a search before Discovery Accelerator has completed the process of synchronizing with the 64-bit indexed archives, the search may fail.

To avoid this issue, Discovery Accelerator automatically synchronizes the migrated index volumes when you conduct a search. This allows the search to recover automatically when it encounters an unknown index volume.

A new configuration setting lets you enable or disable this feature. To access the setting, click the Configuration tab in the Discovery Accelerator client, and then click the Settings tab. The new setting is in the Search category of settings.

Prerequisite software

The computers on which you install the Discovery Accelerator server software and client software have different requirements. The table below summarizes the primary requirements. See the Installation Guide for more information.

See also the Best Practices Guide, which provides extensive information on the Discovery Accelerator server's hardware requirements.

Installation

See the Installation Guide for instructions on how to perform a first-time installation of Symantec Discovery Accelerator 10.0.2. If you are upgrading from an earlier version of Discovery Accelerator, follow the instructions in Upgrading to Symantec Discovery Accelerator 10.0.2.

Do not install the server software for Compliance Accelerator and Discovery Accelerator on the same computer.

Known issues and limitations

See also the "Troubleshooting" chapters of the Discovery Accelerator manuals for information on other issues that you may encounter when you install and use Discovery Accelerator.

Discovery Accelerator on a remote server with API Runtime could produce an error after API Runtime upgrade [Ref E2934059]

In some circumstances, Discovery Accelerator on a remote server with the Enterprise Vault API Runtime can produce the following error after you upgrade to version 10.0.2 of the API Runtime:

"Cannot retrieve item 
Report this error to your system administrator  
The type initializer for 'KVS.Common.VaultItem.Item' threw an exception."

The error is displayed on the Review tab in the Preview pane.

If you see this error, you must:

1. Repair the API Runtime using the procedure described in the ReadMeFirst for Enterprise Vault™ 10.0.2 API Runtime. See the section called "Possible issue when upgrading the API Runtime".
2. Restart the Accelerator Service.

Error messages appear in the event log when upgrading to Discovery Accelerator 10.0 [Ref E1461056]

The following messages may appear in the event log when you upgrade to Discovery Accelerator 10.0 from an earlier version of Discovery Accelerator:

Event Type:	Error
Event Source:	Accelerator Service Processor
Event Category:	None
Event ID:	130
Description:

APP AS - Customer ID: 0 - An error has occurred when initializing the Customers.
System.Data.SqlClient.SqlException: Procedure or function spConf_Customer_Sel has
too many arguments specified.

And:

Event Type:	Error
Event Source:	Accelerator Service Processor
Event Category:	None
Event ID:	149
Description:

APP AS - Customer ID: 0 - An error has occurred when initializing the Servers.
System.Data.SqlClient.SqlException: Procedure or function spConf_Server_Sel has
too many arguments specified.

You can ignore these messages, which are harmless.

"Access is denied" message is displayed when you try to create a customer database on a UAC-enabled computer [Ref E1981684]

The following error message may appear in the Accelerator Manager Web site when you create a customer database on a computer in which User Account Control (UAC) is enabled:

Virtual Directory Error: Access is denied

You can work around the issue by opening the Accelerator Manager Web site as a user with administrative privileges.

To open the Accelerator Manager Web site as an administrator

1. Right-click the Internet Explorer shortcut on the Windows Start menu, and then click Run as on the context menu.
2. Type the details of the administrator account that you want to use, and then click OK.
3. In the Address bar, type the address of the Accelerator Manager Web site.

Issues with analytics facilities after you install SQL Server 2008 [Ref E1631061 and E1631074]

Installing SQL Server 2008 can have the following effects on the analytics facilities in Discovery Accelerator:

• After you install SQL Server 2008, analytics features such as automatic categorization, advanced search, and quick search may not work properly. This is because SQL Server 2008 does not perform full-text search indexing by default. To use full-text search, you must configure the SQL Full-text Filter Daemon Launcher service appropriately.
• SQL Server 2008 includes word breakers for more than 50 languages, a number of which also exist in SQL Server 2005. The function of these word breakers is to identify individual words by determining where word boundaries exist, based on the lexical rules of the language. For certain languages, there are differences between the word breakers in SQL Server 2005 and those in SQL Server 2008. The consequence of this is that, after upgrading from SQL Server 2005 to SQL Server 2008, you may notice some differences in the results when you search for words and phrases in analytics-enabled cases.

For more information on these issues and guidelines on how to resolve them, see the "Troubleshooting" chapter of the Administrator's Guide.

Issues when running Discovery Accelerator in a FIPS-enabled environment

You may experience the following issues if you have enabled Federal Information Processing Standard (FIPS)-compliant algorithms in your environment.

Accelerator Manager and Custodian Manager Web sites are not accessible [Ref E1831511, E1839163]

In some FIPS-enabled environments, you may find that you cannot access the Accelerator Manager Web site and Custodian Manager Web site (if installed). To resolve this issue, follow these steps:

1. On the Discovery Accelerator server, locate the copies of the Web.config file in the AcceleratorAdminWeb and CustodianManagerWeb subfolders of the Discovery Accelerator program folder.
2. Open each file in a text editor such as Windows Notepad.
3. Locate the <system.web> section.

4. Add the following <machineKey> section to the <system.web> section:

   <machineKey validationKey="AutoGenerate,IsolateApps" decryptionKey="AutoGenerate,IsolateApps" validation="3DES" decryption="3DES"/>

5. Locate the <compilation> element and verify that its debug attribute is set to false. For example:

   <compilation defaultLanguage="c#" debug="false" batch="true">

6. Save each Web.config file.
7. Restart the Microsoft Internet Information Services (IIS) service. To do this, run the following command at a command prompt:

   iisreset

Error messages appear when you preview Discovery Accelerator reports [Ref E1831482]

You may receive error messages when you try to display a preview of any report in the Discovery Accelerator client. To resolve this issue, follow these steps:

1. On the SQL Server computer, locate the Web.config file in the \Reporting Services\ReportServer subfolder of the SQL Server program folder.
2. Open the file in a text editor such as Windows Notepad.
3. Locate the <system.web> section.
4. Add the following <machineKey> section to the <system.web> section:

   <machineKey validationKey="AutoGenerate,IsolateApps" decryptionKey="AutoGenerate,IsolateApps" validation="3DES" decryption="3DES"/>

5. Locate the <compilation> element and verify that its debug attribute is set to false. For example:

   <compilation defaultLanguage="c#" debug="false" batch="true">

6. Save the Web.config file.
7. Restart the Microsoft Internet Information Services (IIS) service. To do this, run the following command at a command prompt:

   iisreset

Error messages appear when you export Discovery Accelerator reports to Excel format files [Ref E1838031]

If you have enabled FIPS-compliant algorithms on a SQL Server 2005 Reporting Services computer, the following error message may appear when you try to export a Discovery Accelerator report to an Excel format file:

An error occurred during rendering of the report.
This implementation is not part of the Windows Platform FIPS validated cryptographic algorithms.

The issue does not arise when you export reports in other formats, such as Portable Document Format (PDF).

You can resolve this issue by installing either of the following:

• SQL Server 2005 Service Pack 3. To obtain this service pack, go to the following page of the Microsoft Web site:

  http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=14752

• Cumulative update package 5 for SQL Server 2005 Service Pack 2. To obtain this package, go to the following page of the Microsoft Web site:

  http://support.microsoft.com/?kbid=943656

For more information on this issue, see the following article in the Microsoft Knowledge Base:

http://support.microsoft.com/?kbid=946029

Enterprise Vault 10.0 does not normalize instances of the Y Acute character when it indexes archived data [Ref E2117817]

When it indexes an archived item that contains instances of the following characters, Enterprise Vault 10.0 does not normalize the characters.

This behavior differs from the way that Enterprise Vault normalizes other extended ASCII characters. For example, Enterprise Vault normalizes all occurrences of the á character to a, and the ö character to o.

The consequence of this is that, when you conduct searches with Discovery Accelerator, you must include the Ý or ý character in the search term if you want to find words that contain this character. For example, to find instances of the Czech word milý, you must type milý as the search term rather than mily.

Items archived from SharePoint servers are identified as FSA items [Ref E2779791]

When Enterprise Vault archives an item from a Microsoft SharePoint server, it does not populate the item's MsgType property with information to indicate that the item is a SharePoint item. Consequently, Discovery Accelerator identifies the item as a File System Archiving (FSA) item. The following table describes the issues that this can cause and suggests workarounds in most cases.

Documentation

The following documentation is supplied with Discovery Accelerator.

These documents are also available from the following page of the Symantec Enterprise Support site:

http://www.symantec.com/docs/DOC5804

Some documents are in Adobe Acrobat format. If you have yet to install the free Adobe Reader, you can download it from the Adobe Web site at http://www.adobe.com.

White papers

For more information on the deduplication features in Discovery Accelerator, see the Accelerator Deduplication white paper. This is available from the following page of the Symantec Enterprise Support site:

http://www.symantec.com/docs/DOC3621

For extensive information on how to conduct searches with Discovery Accelerator, see the Effective Searching white paper. This is available from the following page of the Symantec Enterprise Support site:

http://www.symantec.com/docs/HOWTO77131

The Effective Reviewing white paper provides comprehensive information on the features and tools that are available to Discovery Accelerator reviewers. This is available from the following page of the Symantec Enterprise Support site:

http://www.symantec.com/docs/DOC4751

"How To" articles on the Symantec Enterprise Support site

Most of the information in the Discovery Accelerator manuals is also available online as articles on the Symantec Enterprise Support site. You can access these articles by searching the Internet with any popular search engine, such as Google, or by following the procedure below.

To access the "How To" articles on the Symantec Enterprise Support site

1. Type the following in the address bar of your Web browser, and then press Enter:
   http://www.symantec.com/business/support/all_products.jsp
2. In the Supported Products A-Z page, choose Enterprise Vault Discovery Accelerator.
3. In the Product Support box at the right, click How To.
4. Search for a word or phrase by using the Knowledge Base Search feature, or browse the list of most popular subjects.

Free training modules

The Enterprise Vault Tech Center (http://go.symantec.com/education_evtc) provides free, publicly available training modules for Discovery Accelerator. Modules are added regularly and currently include the following:

• Discovery Accelerator demo
• Changes to Accelerator searches in Enterprise Vault 10
• Changes to Custodian Manager in Enterprise Vault 10

More advanced instructor-led training, virtual training, and on-demand classes are also available. For information about them, see http://go.symantec.com/education_enterprisevault.

Legal notice