# Installation and Upgrade Guide

# Completing Pre-Installation Steps

This section describes the following pre-installation steps that will ensure a successful installation:

1. Download the most up-to-date documentation from http://www.oracle.com/technology/documentation/index.html.
2. Read the release notes for additional information on compatibility issues, known problems, and workarounds that might affect how you proceed with your deployment. Release notes are located at the top-level directory of the product package.
3. Provision host computers for your deployment and install prerequisite software. For details, see Hardware and Software Requirements.
4. Create and configure a Windows user for running Exchange CS content crawler jobs. For details, see Creating a Windows User for Exchange CS.

## Hardware and Software Requirements

Note: | For the most up-to-date list of supported software for your deployment, refer to the Interoperability page in the AquaLogic User Interaction Support Center.

The following table summarizes the hardware, operating system, and software requirements for Exchange CS.

Component | Requirement
--- | ---
Exchange CS Host Computer | Hardware 512 MB memory 128 MB disk space Software Operating System: Microsoft Windows 2000 Server SP4, 2003 Server SP1 Application Server: IIS 5.0, IIS 6.0 Microsoft Exchange Client: Microsoft Outlook 2000, 2002, 2003
Exchange Server | Microsoft Exchange Server 2003 or Microsoft Exchange 6.5 Microsoft Exchange Server 2000 or Microsoft Exchange 6.0 Microsoft Exchange 5.5
Network | You must be able to configure communication between the remote server, the portal, and the Microsoft Exchange Server. If the Microsoft Exchange Server is located on a computer outside of the portal and remote server domain, you must configure trust relations between domains.
Portal Software | AquaLogic Interaction 6.1
Client Browser | Internet Explorer 6.0, 7.0 Netscape 7.2, 8.0 Firefox 1.0, 1.5, 2.0 Safari 1.3, 2.0

## Administrative User Requirements

The installation and configuration of Exchange CS components require the following administrative user permissions.

User | Permissions
--- | ---
Local Host Administrator Account | To install Exchange CS components, you must log in to the host computer as the local administrator.
Portal Database and Portal Administrative User Accounts | To configure the required portal database and portal administrative objects, you must provide the user name and password for the appropriate administrative user accounts.

## Creating a Windows User for Exchange CS

To create and configure a Windows user for use with Exchange CS:

1. Create a Windows user named `ali-exchangecs-user` and provision an account for this user on the Microsoft Exchange Server. This administrative user runs the crawl jobs, so you should create the account for this purpose only.
2. On the remote server host computer, log in as ali-exchangecs-user, open Microsoft Outlook and dismiss any initialization screens.
3. Configure Microsoft Outlook as the default mail client for ali-exchangecs-user.
4. Make sure ali-exchangecs-user can access all the Microsoft Exchange folders you want to crawl.
5. To test connectivity between the Microsoft Outlook client and the Microsoft Exchange Server, send mail from ali-exchangecws-user to ali-exchangecs-user.

Note: | Exchange CS does not send or receive mail. This step is only a test.