# Installation and Upgrade Guide

# Importing, Configuring, and Creating Exchange CS Objects in the Portal

After you have run the installation wizard and verified correct installation, import, configure, and create Exchange CS objects in the portal.

Complete the following steps:

- Copy the online help files from the remote server host computer to the Image Server. For example, copy the contents of C:\bea\alui\WebServices\Exchange\help\50 to <ImageService>\ptimages\imageserver\webservices\exchange.

For Java portals, the path separator is a forward slash (/).

- Import the remote server and content Web service. For details, see Importing the Remote Server and Content Web Service
- Map Exchange CS file types. For details, see Mapping File Types.
- Configure Exchange CS security. For details, see Configuring Security.
- Create a content source. For details, see Creating a Content Source.
- Create a content crawler. For details, see Creating a Content Crawler.
- Create a job. For details, see Creating a Job.

### Importing the Remote Server and Content Web Service

Import the Exchange CS remote server and content Web service into the portal using the Object Migration utility:

1. On the computer that hosts the portal application, map or mount a network drive connection to the Exchange CS host computer or copy files to an accessible directory.
2. Log in to the portal as an administrator.
3. Click Administration.
4. From the Select Utility menu, select Migration - Import.
5. Browse to the migration package. If you accepted installation defaults, the location is: \\<RemoteServer>\bea\alui\serverpackages\ExchangeWSOAndRemoteServer.pte
6. Click Load Package.
7. Select Overwrite Remote Servers.
8. Click Finish.
9. Open the Exchange CS folder.
10. Expand the Remote Server section and click the Exchange CS remote server.
11. On the Main Settings page of the Remote Server Editor, in the Base URL box, replace CHANGE_ME with the name of the remote server that hosts Exchange CS.
12. Click Finish.

Stay logged in to the portal for the next procedure.

### Mapping File Types

To map Microsoft Exchange file types to portal file types, import the Exchange CS content types into the portal using the Object Migration utility:

1. From the Select Utility menu, select Migration - Import.
2. Browse to the migration package. If you accepted installation defaults, the location is: \\<RemoteServer>\bea\alui\serverpackages\MSExchangeCrawlerGlobalObjects.pte
3. Click Load Package.
4. Click Finish.

Stay logged in to the portal for the next procedure.

### Configuring Security

To configure security settings for the Exchange CS:

1. Deploy an authentication source (for example, LDAP) to manage Microsoft Exchange users. For details, refer to Microsoft Exchange documentation.
2. Create a remote authentication source in the portal to import the Microsoft Exchange users. For details, refer to the portal’s online help or the Administrator Guide for AquaLogic Interaction.
3. Configure the Global ACL Sync Map to associate the Microsoft Exchange domain name with the authentication source:

1. Log in to the portal as an administrator.
2. Click Administration.
3. From the Select Utility menu, select Global ACL Sync Map.
4. Click Add Mapping and choose the authentication source you created in step 2.
5. In the Domain Name column, click and enter the domain name of the Microsoft Exchange users.
6. Click Finish.

4. Open the Exchange CS folder.
5. Expand the Web Service section and click the Exchange CS Web service.
6. On the left, under Edit Object Settings, click Advanced Settings.
7. Select Supports importing security with each document.
8. Click Finish.

You will configure additional security settings in the Content Crawler Editor as described in Creating a Content Crawler.

Stay logged in to the portal for the next procedure.

### Creating a Content Source

Create a content source to define the area of Microsoft Exchange from which you want to import content. To create a content source, perform the following steps in the portal’s Administrative Object Directory:

1. Open the Exchange CS folder.
2. From the Create Object menu, select Content Source - Remote.
3. In the Choose Web Service dialog box, choose the Exchange CS Web service.
4. Configure the content source as described in the online help.

Stay logged in to the portal with the Exchange CS folder open for the next procedure.

### Creating a Content Crawler

Create a content crawler to import content from the content source. To create a content crawler, perform the following steps in the Exchange CS folder of the portal’s Administrative Object Directory:

1. From the Create Object menu, select Content Crawler - Remote.
2. In the Choose Content Source dialog box, choose the content source you created in the previous procedure.
3. On the Main Settings page of the Content Crawler Editor, select Import security with each document. Configure the rest of the content crawler as described in the online help.

Stay logged in to the portal with the Exchange CS folder open for the next procedure.

### Creating a Job

To import content, you must associate the content crawler with a job and run the job. To create and run a job, perform the following steps in the Exchange CS folder of the portal’s Administrative Object Directory:

1. From the Create Object menu, select Job.
2. Click Add Operation.
3. Choose the content crawler created in the previous procedure.
4. Choose the scheduling values for the job and click Finish.
5. Name the job and click OK.
6. When you are finished creating the job, make sure the Exchange CS folder is associated with an automation service. For assistance, see the online help under Select Utilities | Automation Service.