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.

What you need

  • Access to the configured CFA
  • Admin access to Microsoft Exchange Server to install and configure two different clients, one for the full database backup, and the second for the mailbox backup
  • 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

Step 1. Create a client

We recommend using a naming convention that’s easily recognizable, for example:

  • 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.

Step 2. Install and register the 32-bit 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.

Step 3. Run the 32-bit DR backup agent

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’s:

  • not hidden from the contact list/directory

  • a member of the Administrators Group for this particular server within Active Directory

  • 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.

Step 4. Configure the mailbox backup client

  1. In the CFA Management Console, go to Clients > Edit.

  2. Locate and click the Microsoft Exchange Server client create for the mailbox backup.

    • Configure the retention settings and schedules.

    • Within the fileset edit window, turn off the VSS service.

      This is because the mailbox-level backup is handled by the MAPI plugin, not VSS.

    • Enable the Mailbox backup plugin.

    • 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.

Step 5. Configure the database backup client

  1. In the CFA Management Console, go to Clients > Edit.

  2. Locate and click the Microsoft Exchange Server client create for the database backup.

    • Configure the retention settings and schedules.

    • Use the VSS service.

    • Enable the Database backup plugin.