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Several pre-installation tasks can help to make the installation process easier. Complete the following tasks before installing IM Security:
  • If a firewall exists between Lync/Skype for Business server and its clients, open the following ports to ensure IM Security connectivity.

    Ports for IM Security Connectivity

    Services
    Ports Needed
    Product console
    HTTP: 80
    HTTPS: 443
    File transfer
    6891-6900
    Notification
    SMTP: 25
    SNMP: 162
    Server Management population through Global Catalog (GC) query
    3268
  • Log on to the target server using an account with Domain User and Local Administrator privileges.
    Setup requires that a user with Domain User and Local Administrator privileges create the IM Security accounts.
  • Address considerations of installing IM Security with other instant messaging antivirus products.
    The IM Security Setup program does not detect third-party IM environment antivirus applications. Scan conflicts may occur if third-party instant messaging antivirus applications are installed.
  • Check that the target server complies with the system requirements.
    If the server’s specifications do not meet the requirements, Setup will not install IM Security.
  • Check the remote SQL server meets the authentication requirements.
    For SQL server authentication, ensure the SQL account meets the following authentication requirement:
    • Database role: dbcreator
    For Windows authentication, ensure that the user logged on the target servers meets the following authentication requirements:
    • Database role: dbcreator
    • Groups: domain users and local administrators
  • Obtain the proxy server and SMTP server settings, and any required authentication information.
    During installation, the Setup program prompts you for proxy information. If a proxy server handles Internet traffic on your network, type the proxy server information, your user name, and your password to receive pattern file and scan engine updates. If you leave the proxy information blank during installation, you can configure it at a later time from the product console.
  • Close all open Microsoft Management Console (MMC) screens.
  • Prepare the IM Security Activation Code (AC).