What you'll need:

  1. A configured CFA
  2. Admin access to your exchange server so we can install and configure 2 different Clients-1 for full DB backups and 1 for mailbox level backups.
  3. A user with a non-hidden mailbox that is a member of the administrator group for the server within AD and is a member of the exchange trusted sub system group.

Things to Know

  • For all versions of Exchange after 2003, you'll need to setup a client using the 32bit agent for the mailbox backup and the 64bit agent for the full dB backup. If you're running Exchange 2003, then you can accomplish both with only the 32bit agent.
  • The 64-bit agent installs as any other agent setup, as described in our How to setup a client video.
  • The 32-bit agent does require a different configuration, which we'll cover today.
  • We recommend that each client should connect through a unique port in order to avoid any collision issues.

Here's what we'll do:

- Create 2 new Client records on the CFA
- Configure a client with the 64bit client (typical)
- Configure a client with the 32bit Client (must run as a specific user)
- Configure the backups within the CFA management console

1. Create new Client records

We're going to create 2 client records, because we want to have 1 client for Full Backups and 1 client for Mailbox backups.

We recommend using a naming convention that's easily recognizable, we'll use:

- Exchange MB, as in 'mailbox'
- Exchange DB, as in 'database'

We also need to make sure that the clients are connecting through different ports to avoid any possible overlap issues.

The default ports are 9102, 9103 and 9101 are also used. To be safe, we recommend opening up a port like 9202, which is what we'll do here.

2. Installing andamp; Registering the 32bit Client

We'll go through the configuration as usual and the agent will auto-detect if you have the MAPI plugin or not, and will install it for you if you do not.

Register this client with the password generated from the CFA Management console as you would any other client.

3. Running the 32-bit agent as the right user
If the agent does not run as a user with proper access and rights, the backups will fail.
IF you have not already, create a user that:
- is not hidden from the contact list/directory
- is a member of the Administrators Group for this particular server within Active Directory
- is a member of the Exchange Trusted Subsystem Group for this Exchange Server
Select the 'Service Control' tab, stop the service, then enter the before mentioned user's credentials.
Apply, then start the service.

If you open the Exchange Mailbox menu tab, we should see the new DB and be able to drill down into the mailboxes within the DB-this is how one can select or deselect mailboxes that should or should not be protected.

4. Configuring your Mailbox Backup Client

Go back to the CFA management console, navigate to your Clients tab, find your mailbox client and open the edit page.

Here, you'll be able to configure retention policies and schedules.

Importantly, we need to open up the fileset.

Within the fileset edit window, we want to turn off the VSS service. This is because the mailbox level backup is handled by the MAPI plugin, not VSS.

Next, check the box to enable the Mailbox backup plugin.

We will also need to delete any flat file backup locations listed near the bottom. If you want/need to do a flat file backup, then configure this in the same client as the full or DB level backup, or a separate client altogether.

5. Configuring your Database Backup Client

Similarly to step 4, navigate to the edit fileset page within this client.

Here, we are going to use VSS as well as enable the Database plugin.

It's ok to leave flat file backup selections for this backup-admins' choice.