Configuration
Guide
2014
Follow the simple steps given in this document when you are going to
run Lepide Exchange Reporter for the first time.
Configuration Guide
for the Lepide
Exchange Reporter
Configuration Guide: Lepide Exchange Reporter
http://www.lepide.com/
Table of Contents
1. System Requirements .................................................................................................................3
2. Domain Credentials ....................................................................................................................4
3. Exchange Credentials..................................................................................................................7
3.1 For Exchange 2000 and 2003 ....................................................................................................... 8
3.2. For Exchange 2007 and 2010 ...................................................................................................... 9
3.3. Configuring Exchange 2013 to View Public Folders ............................................................. 11
4. SQL Information ........................................................................................................................ 12
5. File Location .............................................................................................................................. 13
6. Scan Server ................................................................................................................................ 14
7. Mail Server Settings ..................................................................................................................... 17
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Configuration Guide: Lepide Exchange Reporter
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1. System Requirements
Lepide Exchange Reporter needs some basic system requirement to run; you need to make sure
that the system on which the software is installed meets the following requirements:
Basic System Requirements:
Pentium Class Processor with 2 GB RAM
Outlook 2002 or higher
Windows XP or higher
SQL Server 2000 or higher
Supported Exchange Server versions and Compatible Outlook Versions:
MS Outlook must be installed on the system where software is installed.
Microsoft® Exchange Server 2000 and 2003 (Microsoft Outlook 2000 or higher)
Microsoft® Exchange Server 2007 (Microsoft Outlook 2003 or higher)
Microsoft® Exchange Server 2010 (Microsoft Outlook 2003 or higher)
Microsoft® Exchange Server 2013 (Microsoft Outlook 2010 or higher)
Note: 1. It is not recommended to install software on the system where Exchange server is installed
2. It is not mandatory to have SQL server on the same system where software is installed
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Configuration Guide: Lepide Exchange Reporter
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2. Domain Credentials
The first step in Software configuration requires you to select Domain in which the Exchange
server lies and provide credentials to access it. Domain credentials are required to enumerate
directory objects.
Figure 1: Domain Credentials
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User account provided here should have following rights:
1. Account should be a member of following groups: Administrators, Domain Admins,
Enterprise Admins, Group Policy Creator and Owner, Schema Admins, and Exchange
Administrators
Follow the given steps to provide the rights mentioned above:
A.
B.
C.
D.
E.
F.
Go to Administrative Tools
Open Active Directory Users and Computers
Select User Properties
Click Member Of
Click Add Group
Select the following Groups: Administrators, Domain Admins, Enterprise Admins, Group
Policy Creator and Owner, Schema Admins and Exchange Administrators
G. Click Apply and then click Ok
Figure 2: Administrative Properties
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2. User should have following permissions on local computer on which software is installed:
A. Full access permission over drive in which Operating System is installed
B. Read/Write permissions in the registry
Steps to assign these permissions are:
I.
II.
III.
IV.
V.
Go to Control Panel
Select the User Account
Select Change Account Type
Make User as Administrator
Click on Save
Note: 1. Steps mentioned above may vary depending on the Windows version installed on the
system
2. If the User Account doesn’t exist on the system, create a new User Account with
Administrative rights
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Configuration Guide: Lepide Exchange Reporter
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3. Exchange Credentials
In second step, you add the Exchange server. All the Exchange servers in the domain are
automatically enlisted in the drop-down. You can select only one server at a time. To add
multiple servers you need to run the Add Server Wizard again.
Exchange User Account that you provide in the following screen must have required Mailbox
rights. To view the rights and the steps to assign them follow the given links:
3.1 For Exchange 2000 and 2003
3.2 For Exchange 2007 and 2010
Figure 3: Exchange Credentials
Note: In case software configuration with the User Account provided here fails, you need to manually
configure Outlook profile.
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Configuration Guide: Lepide Exchange Reporter
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3.1 For Exchange 2000 and 2003
For Exchange 2000 and 2003, the user should be assigned Full Access permissions at Mailbox
and Mailbox Store level. Alternatively, Full Access permissions can be granted to the user at
server level to give rights over all the Mailboxes and Mailbox Stores in it. In the given steps we
assign Full Access permissions at server level:
A.
B.
C.
D.
E.
F.
G.
Open All Programs → MS Exchange → System Manager
Expand Servers node
Right-click on Server Name
Select Properties
Go to Security tab
Select Domain Admins and Enterprise Admins group from the list and click on Add
Give all permissions by selecting all the checkboxes under Allow column
Figure 4: Giving Permissions
Note: Similarly, Mailbox rights can be assigned at Mailbox Store level
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Configuration Guide: Lepide Exchange Reporter
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3.2. For Exchange 2007 and 2010
For Exchange 2007 and 2010 Full Access permissions can be assigned at the User level.
Follow these steps to assign Full Access permissions:
1.
2.
3.
4.
Open Exchange Management Console
Expand Recipient Configuration
Select Mailbox
Right-click on the concerned mailbox and select Manage Full Access Permissions
Figure 5: Manage Full Access Permissions
5. Click Add button to open Select User or Group dialog box. Add Domain Admins and
Enterprise Admins group
6. Click Manage
7. Click Finish
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Configuration Guide: Lepide Exchange Reporter
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Figure 6: Giving Full Access Permissions
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Configuration Guide: Lepide Exchange Reporter
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3.3. Configuring Exchange 2013 to View Public Folders
For Exchange 2013, you may not be able to view Public Folder Reports even after successful
server configuration. In order to view public folder reports on Exchange 2013, you need to
perform a few extra steps.
1. Login to Exchange Admin Center
2. Click Public Folder from the left pane
3. Select Public Folders tab and select the public folder whose reports you wish to
generate
4. Choose Manage option and Click Add
5. Select Publishing Author
6. Now browse the User Account which you have provided while configuring Exchange
server
7. Click Save
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4. SQL Information
In the next step, you need to provide SQL server and the database information. All SQL servers
in the domain get enlisted in the Server Name dropdown. Select a SQL server from the list and
select an authentication method to access it. You can either choose Windows authentication or
SQL server authentication. If you choose Windows authentication, login credentials of the
currently logged on User on the system where software is installed will be used.
Next, select the database in the Database Name drop down. You can create a new database by
typing a name in this field.
Figure 7: SQL Information
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5. File Location
In the next step, provide Message Tracking Log and IIS Log path. These fields are autopopulated, but in case the files are stored at some other location, use Browse button to provide
the correct location. These log files are required to generate E-mail flow and OWA reports.
Information Store(s) path is displayed in the bottom section. Click Finish to complete the
wizard.
If IIS Logs don’t get scanned, click on this link to enable log scanning: Enabling IIS Log Scanning
Figure 8: File Locations
Note: If Hub Transport server and Mailbox server are on different servers then you need to provide
Hub Transport server's location in Message Tracking Log Path.
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Configuration Guide: Lepide Exchange Reporter
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6. Scan Server
Now that the entire initial configuration has been done, you need to scan the Exchange server
to get its logs in the application's SQL server database before you can generate reports. Servers
can be scanned manually or scheduled for auto-scan; since we are going to scan it for the first
time, we will perform a full manual scan.
1. Go to Menu > Tools > Scan Server option. Scan Wizard opens up. Select the Scan Now option
and click Next.
Figure 9: Starting Manual Scan
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2. In the next screen, provide a scan name and description. In the Scan Category dropdown
select the category of the scan. If you select Default, then all four types of logs - Message
Tracking Logs, IIS logs, Information Store and Mailbox information will be collected. Else, you
can go for any of the individual logs by selecting the corresponding checkboxes. To generate all
the reports, we will choose Default option.
Figure 10: Select Logs to Scan
3. In Scan type section, we will select Full Scan to collect all the available data from the log files.
Click Finish to complete the process.
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Figure 11: Selecting Full Scan
After the server scan is complete, you can go to the Dashboard, Reports and Mailbox Folder
view to see the reports.
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Configuration Guide: Lepide Exchange Reporter
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7. Mail Server Settings
You need to configure Mail server for sending Scheduled Reports from software. This setting
needs to be configured only once after software installation. You can change the settings later if
you want to use another Server as your mail server.
To perform mail server settings, click Mail Server Settings option in the left pane under Settings tab.
You can view two sections under it in the right pane.
1. SMTP server: Provide Host Name and SMTP Port information in the given fields.
2. SMTP Server Requires Authentication: Select the checkbox if applicable and provide SMTP User
name and SMTP Password in the given fields.
Enable Secure Socket Layer: Select the checkbox if required.
Sender Email Address: Provide sender's Email address in the given field. This email address will be used
for sending all the scheduled reports.
Click Update to save the changes you made in this section.
It is recommended that you use Send Test Email button to test the mail server configuration.
Figure 12: Mail Server Configuration
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