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itrezzo Technical Support Wiki

itrezzoAgent Server - Installation




1.0 Installation Prerequisites

There are several hardware, software, and Operating System requirements that must be met to complete the itrezzoAgent Server installation successfully. Before continuing, make sure that you have your Windows Operating System and Exchange Server media and their respective license keys available.

1. System Requirements

1.1 Minimum System Requirements

Operating SystemWindows 2003 / 2008 / 2012
ProcessorDual Core or Equivalent virtual processor
Memory1GB (for a GAL of up to 2000 mailboxes)
Disk Space8GB after installation for software (800MB) and application logs
NetworkHigh Speed LAN connection to local Exchange Server

The following Virtual Machine platforms are also supported:

  • VMWare ESX 3.5, 4.0, 4.1. 5.x
  • VMWare Server 1.0 and 2.0
  • Microsoft Hyper-V

At least two virtual CPUs are recommended.



1.2 Operating Supplements

The following Windows Roles and Features should be added:


2. Exchange Server

2.1 Microsoft Exchange Server Dependencies

The messaging API requirements:
  • MAPI/CDO 6.5.8353 ( for Exchange Server 2003/2007/2010 )
  • Exchange Web services is used for Exchange 2013 and Office 365. There may be an installer warning about a MAPI requirement and it can be ignored.

Notes:
  • Microsoft Outlook is a desktop application and is not support to run as a service or a background task. Outlook must NOT be installed on the itrezzo Server. It should be removed and replaced with the stand alone version of MAPI/CDO.
  • We do not recommend installing third party applications on an Exchange Server. Although we have tested the itrezzo Unified Contact Management directly on an Exchange Server, we still discourage installation of our software on the same Windows instance.

If itrezzoAgent is installed on a BlackBerry Enterprise Server, co-existence is supported without any degradation of service of either application.

2.2 Required Server-Side Permissions

The itrezzoAgent Domain Service account will require the following permissions to perform the tasks listed below:

TaskPermissions Required for Microsoft Exchange Server 2003/2007/2010
Administering itrezzoAgent ServerLocal Administrator Permissions of the Windows Instance
Running itrezzo ServicesUser Right to allow Logon as a service
Running the Emergency Preparedness Software (EPS)'View Only' permission to the Administrative Groups 'Send As' and 'Receive As' permissions to the Administrator Information Store (AD also requires Send As Permission for 2003 2007)
Required Server-Side Permissions

Note concerning Exchange 2003

It is important to assign the 'Send As' permission for all user accounts in the User container of the Active Directory domain. This action will allow for permissions to be replicated from the top level of the root container in the domain down to all necessary containers.

2.3 Setting Service Account Permissions for Exchange 2007 & 2010

If you run the Windows PowerShell, you must first add the Exchange Management Snap-In:

For Microsoft Exchange Server 2007:
[PS] Add-PSSnapin microsoft.exchange.management.powershell.admin 

For Microsoft Exchange Server 2010:
[PS] Add-PSSnapin microsoft.exchange.management.powershell.e2010   

The following commands use a generic identity "SVCitrezzo". Be sure to substitute your actual username if you copy the sample powershell commands below:

For Microsoft Exchange Server 2007:
[PS] Add-ExchangeAdministrator "SVCitrezzo" –role ViewOnlyAdmin 

[PS] Get-MailboxServer | Add-ADPermission  -User "SVCitrezzo" -accessRights Extendedright -extendedRights Send-As, Receive-As, ms-exch-store-admin     

For Microsoft Exchange Server 2010:
[PS] Add-RoleGroupMember -Identity "View-Only Organization Management" -Member "SVCitrezzo"

[PS] Get-MailboxDatabase  | Add-ADPermission  -User "SVCitrezzo" -accessRights Extendedright -extendedRights Send-As, Receive-As, ms-exch-store-admin     




2.4 Setting Service Account Permissions for Exchange 2013

These are the powershell commands to grant the example svcitrezzo needed permissions. There are two methods; Delegation and Impersonation.

The Exchange 2013 Delegation / Full-Access:

Get-Mailbox -ResultSize unlimited -Filter {(RecipientTypeDetails -eq 'UserMailbox') -and (Alias -ne 'Admin')} | Add-MailboxPermission -User svc-itrezzo@itrezzo.com -AccessRights fullaccess -InheritanceType all 

The Exchange 2013 Impersonation Role for cloud or local can be done with following command as suggested by Microsoft:

New-ManagementRoleAssignment –Name "Impersonation-itrezzo" –Role "ApplicationImpersonation" –User svcitrezzo@itrezzo.net

2.5 Setting Service Account Permissions for Office 365

Assigning svcitrezzo to the Application Impersonation Role is also the recommended strategy.

Additional details on for setting up a service account is available from blog.itrezzo.com.

3. Download

You can find the latest installer on the itrezzo support site. This will bring up a file directory. Download the EXE installer and run it locally on the server.



3.1 Installation Steps

After establishing that the server has met the installation requirements and necessary software dependencies and that the designated account and mailbox have the proper permissions, follow these steps to install itrezzoAgent Server .

  1. Login to the server on which itrezzo will be installed using the account which has been specified as the itrezzo service account.
  2. Prepare the machine for installation.
    • Verify that there is internet connectivity to this machine by browsing any website with Internet Explorer.
  3. Download .Net Framework and install it.
  4. Run the itrezzoAgent Installer.
    • Click 'Next' when prompted by the installer.
  5. Accept the License Agreement and choose 'Next'.
  6. Specify the installation directory or choose the default installation location and click 'Next'.
  7. Choose the features you would like to install and click 'Next'. Specific details and configuration for these services are contained in the full Installation Manual. If IIS is not present, the Self-Service Update and MAME will not appear as available choices on this menu.
  8. The itrezzoAgent installer will prompt you to specify a user account to be used by the itrezzoAgent service. Please enter the logon credentials of the itrezzoAgent Administrator account you created for itrezzo usage. Be careful to enter the credentials correctly because if they are incorrect, the application will fail to start as a service. Click 'Next'.
  9. Once the software installation is complete, make sure the box next to 'Configure itrezzoAgent' is now checked and click 'Finish'.
  10. When the Configuration Wizard starts, you will see the Exchange Mailbox information linked to the Administrator account you were prompted for during the installation (above). If the account alias and exchange server name are not there or they are not underlined, click the 'select' button to choose the correct account from the Global Address List. In the 'CAS' field, type in the hostname of the Exchange Client Access Server(CAS) server. Once the mailbox has been recognized and you have entered CAS, click 'Next'.
  11. On the Primary Contact screen, please fill out all of the requested information of the individual who will be responsible for communicating with itrezzo for technical support. This account will also initially receive the licenses sent by itrezzo. Click 'Next' to continue.
  12. When prompted to request an Authorization code, click the 'Get' button. Once a license code has been obtained from the itrezzo servers, click 'Next'.
  13. Click the checkbox next to 'Start the itrezzoAgent service now'  to initialize the itrezzoAgent server. If you would like to request trial licenses for additional itrezzoAgent services, click the applicable checkboxes next to the corresponding names as well. When you click 'Finish', the service will start up and an email will be sent to itrezzo support with the request for trial licenses (if applicable).

4. Release Notes

For the latest release notes and change list for specific versions, consult this list:


5. See Also


itrezzo Support Wiki version 3.0.5.619. See the itrezzo web site or the itrezzo blog site to learn about contact management on your smartphone.

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