Discover Connector/Agent components may be used to manage content located on network resources (i.e., Exchange servers/network file shares) or individual user workstations. When managing network resources, these components are typically installed on one or more virtual application servers. Each application server may support multiple Agents; however, each installation is a bit different, and (depending upon the volume of information) your environment may require more than one application server to distribute workloads. Gimmal typically recommends starting with one virtual application server and scaling to additional server installations if load balancing is required to complete Discover processes in a timely fashion.

Application Server installation

To manage network resources, we recommend installing Discover components on a virtual application server that meets, or exceeds, the following requirements:

  • Operating System: Windows Server 2012, 2016, or 2019. Gimmal recommends installing Discover components on a 64-bit operating system, if you plan to use the SharePoint Agent this is a requirement

  • Minimum of 8GB RAM allocated (16 recommended)

  • Minimum of 1GB of free disk space (note, installation requires much less but certain Discover processes like eDiscovery searches may require working space)

  • NOTE: If you plan to use indexing with the Discover File Agent, system requirements may vary. Please refer to the Indexing Guide for more details

  • A service account with administrative privileges on the application server. Each Discover Agent may have unique credentials, so it is not necessary to have a single account with permissions to all content that will be managed.

  • Microsoft .NET framework version 4.8 or above

If you plan to use Discover to manage on-premises Microsoft Exchange 2010, 2013, or PST content, a version of Microsoft Outlook. This software must be installed on the application server to supply the Microsoft MAPI components. After installing Outlook login to the server using your Discover service account credentials, launch the application and create a valid Outlook profile that can access one of your mailboxes or PST files (this profile will be required when installing the Agent)

Desktop Installation

  • Operating System: Windows 8.1, Windows 10, or Windows 11

  • Minimum of 4GB RAM allocated

  • Minimum of 1GB of free disk space (note, installation requires much less but certain Discover processes like eDiscovery searches may require working space)

  • Microsoft .NET framework version 4.8 or above

  • Gimmal recommends installing Discover desktop components under the Windows Local System authority. If you do not wish to use Local System then a service account with administrative privileges on the workstation and sufficient rights to access the content you intend to manage (i.e. access to the PST files you plan to search) will be required.

If you plan to manage PST files on the workstation a version of Microsoft Outlook (2013 or 2016 recommended) must be installed on the desktop to supply the Microsoft MAPI components. 

To continue, select one of the following topics:

Deploying a Connector

Monitoring the Connector

Agents