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Manual Installation Guide for Microsoft Exchange Server

1. Page 125 Copyright Metalogix International GmbH and Idera Inc 2008 2015 Select a page LA General LAA Server Roles User Mapping LAA Securables A Status Connection Server 7ODB2 Connection FODEMO2 Administrator 3 View connection properties Progress Ready MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 To create the Table Owner for the exchangeDB database you will need to create a new login a new scheme and a new user as well We will name each of them srv_exchange To create a new login expand the tree of the MS SQL Server Management Studio tool and right click on the Security tab and choose New Login The new dialog opens Before proceeding further on the General tab decide on the type of authentication to be used Windows authentication the user e g srv_exchange must already exist in the Active Directory Use the Search button to find your desired user in AD It can be your Archive Manager super user as is described in the section Creating a super user account SQL authentication specify the login name srv_exchange in our example Make sure to uncheck the Enforce password policy check box Ss Script v B Help Login name stv_exchange Windows authentication SQL Server authentication Mapped to cettificate Mapped to asymmetric key C Map to Credential Mapped Credentials Provider Credential
2. oy ISAPI and CGI Restrictions Use this feature to specify the ISAPI and CGI extensions that can run on the Web server Group by No Grouping 3 The CGI module is not installed You can specify CGI applications that are allowed to run but they will not be able to run until the CGI module is installed Description Restriction Path ASP NET v2 0 50727 Allowed CAWindows Micros ASP NET v2 0 50727 Allowed CAWindows Micros ASP NET v4 0 30319 Allowed CAWindows Micros ASP NET v4 0 30319 Allowed CAWindows Micros Microsoft Exchange Clie Allowed Microsoft Exchange Clie Allowed RPC Proxy Server Extensi Allowed C Program Files M C Program Files M CAN indows Systerr Add Deny Edit XK Remove Edit Feature Settings Help Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Installation of IIS on MS Windows Server 2008 R2 SP1 Let s say your archiving software is running on a MS Windows Server 2008 R2 SP1 Then you need to install Internet Information Services IIS and add NET Framework 3 5 feature Upon installation of Internet Information Services IIS and adding the NET Framework you need to enable Active Server Pages as well as ASP NET 2 0 and 4 0 To install Internet Information Services IIS 1 Click Start Settings Control Panel Administrative Tools
3. Default database exchangeDB Default lanquage English Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 As for the Default database select the exchangeDB database and set the Default language to be English 5 Once this is done you can switch over to the User Mapping tab Here map to the exchangeDB database a user it will be automatically created and named with the same name as the login and select also the db_owner and public membership role for the exchangeDB database Select a page S Script v Hel LAA General ee I ae A Server Roles Users mapped to this login Map Database User Default Schema i exchangeDB stv_exchange K master model msdb ReportServer ReportServerl empDB tempdb Uest e Database role membership for exchangeDB Connection db_accessadmin Server db_backupoperator 0DB2 db_datareader Connection db_datawriter FODEMO2 Administrator db_ddladmin i db_denydatareader 32 View connection properties db_denydatawriter db_owner Progress db_securityadmin Ready 6 Switching over to the Status tab Make sure that the Permission to connect to database engine is granted and also that the Login is enabled Conclude by clicking OK Page 127 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Serv
4. Username User name os Password mi oO Confirm password Cancel In the next window enter the NETBios name of your HSM Server i e the computer where you have run the HSM setup see the qst part of the installation You can use the Browse button to locate the server Then click Next NOTE Click the Test server button if you want to test the connection to the HSM server Page 70 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 71 Type the name of the HSM server or select it from the list of servers HSM server Jvmsdemd Browse Test server Test HSM server Then you are asked to enter the NETBios name of your Fulltext Server i e the computer where you have run the Archive Manager Search setup see the 15t part of the installation You can use the Browse button to locate the server Then click Next NOTE Click the Test server button if you want to test the connection to the Fulltext server Archive Manager Search is optional If you do not have Archive Manager Search Server installed uncheck the Enable Fulltext search check box and click Next Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 72 Archive Manager Exchange Edition x Type the
5. v Web Service Extension ASP NET v2 0 and 4 0 allowed v MSXML IE 7 0 v If ORACLE database is used you need to install the ORACLE Data Provider for NET in order to establish a Net8 connection v Outlook 2016 32bit 2013 32bit 2010 32bit 2007 installed full UNICODE compatibility ensured v Additional DCOM rights set IMPORTANT NOTE Automated archiving is designed for groups It is therefore crucial to have Active Directory groups synchronized with Archive Manager or at least to create new Archive Manager groups using the Addressbook Manager In Archive Manager the jobs automated archiving apply to groups Mailboxes not included in any group can be archived manually only After Installation When you have completed this check list and installed everything as described in this manual log on to the Archive Manager Server as the super user and open Outlook Add a few test mailboxes and send a couple of emails in order to see if you can read them This way you can check if the super user has the necessary rights for archiving to function properly Office 365 Configuration Details Archive Manager requires specific connection configuration details to import your 0365 users This section will guide you through the steps to be completed in your 0365 in order to collect the necessary Page 110 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Adv
6. winiluuses EOF the server to read p vieexarchi ON Settings lt lt gt Testing after installation When all post installation tasks are completed it is important to check if you are able to archive emails This will prove that your installation was completed successfully To do a fast check 1 Open the Enterprise Manager tool in its Archive view you can switch to this view by clicking the View menu on the toolbar 2 In the Look for text field type the name of one of your synchronized mailboxes and click Enter 3 After expanding the mailbox structure you will be able to see the list of emails in the right pane of the tool 4 Simply right click one email and choose Archive File from the context menu 5 If the archiving process ends with the following dialog you have successfully managed to archive your first email Page 107 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 PIOCESsing result Page 108 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Addendum e Installation check listh e Office 365 Configuration Details 10 e Creating an MS SQL databasel 113 Installation check list Use the list below to write down all information which you
7. 2007 and NET Framework 2 0 SP2 installed to be able to publish the forms NOTE There is always a Formsinstaller setup to be downloaded together with the Archive Manager setup This smaller setup installs the FormsInstaller exe tool on the client machine Auditing Auditing allows administrator to log defined user actions in the email archive i e administrator has an overview of user actions as archiving retrieving restoring and even executed fulltext searches in Outlook and ArchiveWeb This feature can be installed on Archive Manager server or on a separate machine for detailed information see the Auditing manual Monitoring service This service is implemented since v5 1 It automates monitoring of other Archive Manager MAM services and alerts administrator via notification email if necessary Notification mail is send only if Page 63 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 some error occurs For more information see the MAM services Basic description manual Documentation Available documents All in all certain restrictions and recommendations regarding LAN architecture need to be taken into account when installing Archive Manager Basically the MS Exchange Server and Archive Manager Server should be on different computers i e two separate machines for more information see the secti
8. 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Enterprise Manager on the Tools Options Server settings tab will be described later Page 73 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Post installation tasks As the Archive Manager Exchange Edition installation finishes you will be prompted the Postinstallation dialog The list of post installation steps varies for different parts of installation Archive Manager Server PST Server etc Pl PosGNStalaGOn Postinstallation Tasks ae Configuration In order to run the archiving services you will have to configure the database connections and configure your HSM services This wizard will help you set up the database connections as well as create or update the Launch configuration tool necessary database objects and the HSM Q Forms Publishing In order to archive and retrieve email correctly you will need to publish the Outlook Forms Templates This wizard will help you configure and publish the templates Before publishing the Forms you will need Outlook Launch Forms Installer installed and open with the superuser account Note This can be run From a different machine if needed The Forms installer is located in the SEA install directory under the Tools Forms folder Q Start Services This wi
9. gt i a Mailboxes 1 object a New Offline Address Book ua Export List Database Copies 3 On the Introduction page complete the following fields o Public folder database name Use this box to type the name of the new public folder database o Servername This box lets you specify where to create the public folder database To specify a location click Browse to open the Select Mailbox Server dialog box Use this dialog box to select the server where you want to create the public folder database and then click OK New Public Folder Database 1 f e Faldor Delehens Introduction Introduction This wizard creates a public folder database Tae Public folder database name m New Public Folder Public Fol t Ld EEAETEETS ublic Folder Database Server name HSBEX20100C _ Completion 4 On the Set Paths page complete the following fields o Database file path This box is automatically populated with the default path to the database file To specify a different location or file name type the location in the box o Log folder path This box is automatically populated with the default path to the Page 48 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 database log files To specify a different location type the location in the box o Mount this database Select this check box
10. the original email If you want to use the Previous Next buttons while not retrieving the archived email you can uncheck the On Open check box In this case the archived email is not downloaded when the user double clicks on the shortcut Please note that in order to be able to access the archived mail you have to set up another way of accessing its content e g by setting up attachment links or html shortcuts In this case there are direct links to the archived content directly from the shortcut so the On Open method is replaced Should you want to send in a reply just the shortcut of the given email when clicking Reply on the Outlook menu bar unchecked the On Reply check box Should you want to send in a reply to all just the shortcut of the given email when clicking Reply to all on the Outlook menu bar unchecked the On Reply to All check box Should you want to forward just the shortcut of the given email when clicking Forward on the Outlook menu bar uncheck the On Forward check box Forme installer Outlook Forms Setup Enable disable Outlook forms events Leave the Following options checked unless you do not want the Outlook forms to perform some specific Functions Please consult with the installation documentation for more information V On Open JV On Reply V On Reply to All V On Forward 8 On the next dialog you will have to provide the name of your Archive Manager server that will Page 88
11. ASP NET 3 5 ASP NET 4 5 e Web Server Management Tools IIS 6 Management Compatibility IIS 6 Metabase Page 20 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 e Web Server Management Tools Management Service Click Next then Install DESTINATION SERVER Select role services mpe2012 mpe2012dclocal Before You Begin Select the role services to install for Web Server IIS Installation Type Role services Description 4 Dl Web Server Management Service allows the Web server to be managed remotely v Common HTTP Features from another computer using IIS v Health and Diagnostics Manager v Performance v Static Content Compression Confirmation v Dynamic Content Compression Security v Request Filtering Basic Authentication Centralized SSL Certificate Support Client Certificate Mapping Authentication Digest Authentication IIS Client Certificate Mapping Authenticatio Cancel Upon installation of Internet Information Services IIS you need to enable Web Service Extensions ASP NET v2 0 and 4 0 Follow these steps 1 Click Start Administrative Tools Internet Information Services IIS Manager Select server node and open the ISAPI and CGI Restrictions feature Page 21 Copyright Metalogix Inte
12. Auditing databases 1 On the database Configuration tool switch to the Exchange Archive section and then click Configure Page 77 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 78 Gonhguravon Configure Exchange Archive o Database CONCH memm Provider S p Auditing _ Server name Initial catalog Table owner User name Configure Database version Scripts version ey Database and script versions are not available Execute scripts 2 If you have an MS SQL server as a database provider select the respective radio button and click Next If you are using an Oracle database choose the other radio button and click Next Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Database conhgurauon Database Connection Wizard Welcome to the Database Connection Wizard The Database Connection Wizard will help you to set up your server It allows you to specify the database provider and describe the database connection parameters Please select the database provider you want to use 3 In the next window you have to fill in the text fields as follows e Ifyou have Microsoft SQL Server Server name name of the SQL server Initial ca
13. Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 89 be used for retrieving of archived mails This name will be written in the custom forms code You can provide two values for example the NETBios name of the Archive Manager server and its IP Address as well in case one of them is not reachable the forms will do an automatic switch Forme Installer Outlook Forms Setup Please define a primary and secondary Retrieve Server name for each location in your organization If you have only one Archive Server you can provide an alternative name for the same server IF you have a dedicated Retrieve Server in the organization please make sure that this server is entered as the Primary Retrieve Server The Secondary Retrieve Server is used only if the primary is not available Retrieve Servers ea Location ID Primary Retrieve Server Secondary Retrieve Server Ep vmxdemo 192 168 190 149 In the Location ID you have to write integers Your first Archive Manager archiving server has the Location ID 1 If you will have later a second Archive Manager archiving server in the same domain you can set its Location ID to 2 etc This will help the Forms to target to all the Archive Manager servers in the same domain In other words you have as many Location IDs as the number of your Archive Manager databases in use The Pr
14. Exchange Server Tools Installation To synchronize Exchange permissions with Archive Manager Archive Manager Server Tools has to be installed on the Exchange server with Mailbox Role NOTE Mixed environment Exchange 2007 mixed with Exchange 2010 install Extension on Exchange 2010 server with Mailbox Role Technical requirements Exchange 2010 Windows Server 2008 64 bit 2012 NET Framework 3 5 SP1 IIS MS Exchange 2010 Mailbox role Page 105 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 1 Download the Archive Manager Exchange Edition_64bit_Extensions setup 2 Run it on the Exchange 2010 Server with the Mailbox role 3 When asked to specify a user enter the super user credentials DOMAIN UserName and password Super user is the user under which Archive Manager is running It was specified during the installation of Archive Manager 4 The install folder is by default set to C Program Files Metalogix NOTE It is a 64 bit application so the 64 bit Program Files folder is selected as default In case of custom folder the full path will always be Metalogix MAM4Exchange 5 Select the Exchange Server Tools option Click Next Click Install then Finish Archive Manager Exchange Edition 64bit Extensions Select the features you want to install and deselect the features you do not want to i
15. LAA Owned Schemas Eey Membership Database role membership AA Securables Role Members LAA Extended Properties db_accessadmin db_backupoperator db_datareader db_datawriter db_ddladmin db_denydatareader db_denydatawriter db_owner db_securityadmin 0O O O O O O w O Metalogix makes every effort to perform comprehensive testing but cannot guarantee due to environmental differences that all functions will work in every environment It is always recommended that testing be conducted within your own environment to confirm functionality and compatibility Copyright Metalogix International GmbH and Idera Inc 2008 2015
16. MULTI FACTOR AUTH PROVIDERS RIGHTS MANAGEMENT NAME STATUS ROLE SUBSCRIPTION DATACENTER REGI COUNTRY O P Metalogix Sof gt Active Global Administrator Shared by all Metal United States United States 3 Click the directory tenant which you plan to archive with Archive Manager 4 Click the Applications tab In the drawer click Add Page 111 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 112 te o S hittps manage windowsazure com MetalogixsSoftware622 onmicrosot Active Directory Windows Microsoft Azure v 5 testuser1 MetalogixSoftware622 onmicrosoft com iii metalogix software Metalogix Software Show Applications my company uses Search APP URL BSB TestApp Met alogix Software Web application http Aocalhost 12327 ContentMatrix Mftalogix Software Web application http www metalogix com Office 365 Exchange Online icrosoft Corporation Web application http office microsoft com outi Office 365 SharePoint Online Microsoft Corporation Web application http office microsoft com shar ADD w VIEW ENDPOINTS Click Add an application my organization is developing Enter a friendly name for the application for example Archive Manager App select Web Application and or Web API and click next gt ea https manage wind
17. Microsoft Exchange Server 2010 Exchange Management Shell Run the following cmdlet in PowerShell to assign super user srv_exchange to the View Only Organization Management role Add RoleGroupMember Identity View Only Organization Management Member sioy_ excellence gt Machine win08 exch10 exdemo local C Windows s ystem32 gt Add Ro leGroupMemeber Identity UView Only Organization Management Member spu_exchange 2 Run the cmdlet to assign super user srv_exchange to the Public Folder Management role Add RoleGroupMember Identity Public Folder Management Member Wisravgne xe namigeu Page 39 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 3 Then run the cmdlet to grant srv_exchange permissions to all mailboxes GetSMatlboxDatabase Add AbPermisston Weser Wgry exchange SAccessRughts ExtendedRight ExtendedRights Receive As ms Exch Store Admin InheritanceType All ES Machine win08 exch10 exdemo local C Windows system32 gt Get MailboxDatabase i Add ADPermission User srv_exchange AccessRights ExtendedRig NOTE It may take some time until the super user rights are assigned 4 Lastly run the 3 following cmdlets to set the throttling policy for srv_exchange New ThrottlingPolicy MAM4Exchange Set ThrottlingPolicy MAM4Exchange
18. SELF SELF amp SYSTEM amp SYSTEM S amp NETWORK SERVICE a NETWORK SERVICE Permissions for NETWORK SERVICE Allow Deny Local Access Local Access o Remote Access Remote Access o Leam about access control and pemissions Leam about ac control issions 7 Back in the Properties window on the COM Security tab you need to grant launch permissions In order to grant the Distributed COM Users group and NETWORK SERVICE the Launch Permissions you need to click on the Edit Default button in the Launch and Activation Permissions section Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 My Computer Properties Generel Options Default Properties Defaut Protocols COM Security msome m Access Permissions You may edit who is allowed default access to applications You may also set limits on applications that determine their own permissions Caution Modifying access permissions can affect the ability of applications to start connect function and or run securely Edt mis r Launch and Activation Permissions You may edit who is allowed by default to launch applications or activate objects You may also set limits on applications that determine their own permissions Caution Modifying launch and activation permissions can affect the ability of applications to start connect function and
19. URL https localhost 44322 ENTER A REPLY URL permissions to other applications Windows Azure Active Directory Application Permissions 0 Delegated Permissions 2 Add application A tv VIEW ENDPOINTS UPLOAD LOGO SAV DISCARD 11 Select the Save button at the bottom of the screen upon successful configuration your Key value aka ClientSecret in Archive Manager should now be displayed please copy and store this value in a secure location The key value is only displayed once and you will not be able to retrieve it later NOTE The permission Access your organization s directory allows the application to access your organization s directory on behalf of the signed in user this is a delegation permission and must be consented by the Administrator for web apps such as this demo app The permission Enable sign on and read users profiles allows users to sign in to the application with their organizational accounts and lets the application read the profiles of signed in users such as their email address and contact information this is a delegation permission and can be consented to by the user The other permissions Read Directory data and Read and write Directory data are Delegation and Application Permissions which only the Administrator can grant consent to Advanced Authentication Archive Manager Exchange Edition supports also access to Azure AD in case when user account name and password
20. a system folder stored in public folders on your MS Exchange Server i e you need to have a folder under the EFORMS REGISTRY where you will publish all Archive Manager forms If such a folder doesn t exist yet you have to create one NOTE There can be several libraries created one for each language Organizational forms library if such exists is located under the EFORMS REGISTRY If the library exists under the EFORMS REGISTRY you don t need to create another one In that case proceed with the chapter Assigning owner rights to the super user over the Organizational Forms library To check whether an Organizational forms library exists 1 Open Outlook 2 On the menu bar select Tools Forms Choose Form Choose Form window opens NOTE In Outlook 2010 2013 click Home tab New Items More Items Choose Form 3 In the Look in down drop box look for Organizational Forms Library if it exists To create an Organizational forms library follow these instructions 1 Run the Exchange Management Shell from Start Programs Microsoft Exchange Server 2010 Exchange Management Shell 2 Create an Organizational forms library in Exchange Management Shell using the following command New PublicFolder Path NON_IPM SUBTREE EFORMS REGISTRY Name UOregeims ZeieloOmell moras wlo Parameter vb is optional it gives the verbose output F Machine y mexfispt01 Scope exfispt local C
21. acd Forms Installer V Auditi Archive Manager ed S h Ml Monitoring service ria H V Documentation HSM PST a a Server Archive Manager Search the HSM Store the SQL or on HDD Share Oracle DB NetApp SAN Consisting of NAS Jukebox MAM meta etc HSM meta Il LoadBalancing Config Possible LAN configuration e MS Exchange Server one machine e Database Server second machine e one Archive Manager Archive Server third machine with optional PST Import e one Archive Manager Retrieve Server fourth machine Page 66 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 e HSM and Archive Manager Search Server fifth machine NOTE Provided that you wish to have two or more Archive Manager servers the Archive Manager installation has to run on all of them When the whole installation process is completed the servers have to be assigned the Archive server role and Retrieve server role respectively using Enterprise Manager application Enterprise Manager Tools Options Server settings tab as will be described later Please select the components as described When running Archive Manager setup on the computers where Archive Manager Servers should be installed select Application Server for both of them and also Administrative tools if you plan to use administrative applications on the
22. are needed advanced authentication for retrieval of user accounts and groups in Azure AD This chapter describes the user interface and configuration of this feature in Archive Manager Advanced authentication is normally not required and must be configured on both Azure AD and Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Archive Manager Exchange Edition Configuration in Azure AD User creates web application as described in https msdn microsoft com en us library dn985955 aspx 110 There is one more important step include and it is setup of reply URL in example below it is http localhost 41414 APP ID URI http metalogixsoftware622 onmicrosoft com AppOWiIN Test REPLY URL http localhost41414 Y AM_OWIN APP permissions to other applications Windows Azure Active Directory Application Permissions 3 Delegated Permissions 8 Add application Z 0 Configuration in Archive Manager Advanced authentication is implemented in Archive Manager in two components Back end is in MAM Exchange Direct Archive Error Monitoring service which contains a web application waiting for responses on location specified in registry key Metalogix exchangePAM OwinAuthWebAppLocation It needs to match reply URL in Azure AD web application and it needs to end with character The URL from example above
23. can be archive NOTE If there are multiple languages multiple organizational form libraries then you need to publish the forms using a language specific Outlook and account one for each language To replicate the Archive Manager forms in the Public Information Store use the same method to send an Archive Manager form to your Inbox folder Then copy it in the Public Folder you wish to archive from The Archive Manager forms are replicated now in the Public Information Store too NOTE If during the installation the Choose Profile window is displayed select the appropriate profile from the Profile Name combo box The profiles are created in MS Outlook under a user with an e mail account on the MS Exchange Server Choose Profile x Profile Name srv exchange Cancel Options gt gt NOTE If during installation a Warning window concerning macros appears then always click on the Enable Macros button Warning Opening Untitled The form for this item has not been registered in this folder or in your company s Forms library Because this item contains macros which could contain a virus harmful to your computer you may not want to run the macros If you are sure this item is from a trusted source click Enable macros Otherwise click Disable macros Disable Macros Page 92 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix A
24. data back in Exchange and decide to start all over with a fresh new database for the product If by mistake another database is used the old archived data is no longer reachable e Table Owner this is the default table owner used by the product This SQL Table owner must be always the same even if you move the SQL databases from one SQL server to another If another SQL Table Owner name is created and used for the archiving product all the tables will be re created as duplicate and the system will write in the new table set As an end effect the old archived data will not be reachable anymore For SQL 2008 2012 the Table Owner is the SCHEMA NAME of the database e Server Name this is the name of the SQL server where the databases used by the Metalogix product are hosted It is only allowed to change this name if the database s the Metalogix product uses are moved from one SQL server to another In case of an ORACLE database do NOT change ORACLE NET name and Schema UPDATING When updating from earlier versions to version 3 4 and higher running the parentFolderConv SQL sql database script from the Exchange Archive tab can take a longer time It is not necessary to run the script immediately after update It is recommended to unselect the above mentioned script when executing scripts on the Exchange Archive tab have the system up and running and execute that script on the Exchange Archive tab only later To configure the Archive Manager and
25. databasel 4 e Creating an Organizational Forms Libraryl 50 e Assigning owner rights to the super user over the Organizational Forms libraryl 57 e Setting up language for the forms folder 5 Super user Another important thing for the administrator to do before installing Archive Manager is to create an account with a mailbox under which Archive Manager will be running This can be done simply by adding a new user in Active Directory Users and Computers Give that account a relevant name throughout this manual we will call this account a super user account and will be referred to as the srv_exchange user see the next section Creating a super user account Why is this super user necessary Because at archiving emails and their attachments are taken from your MS Exchange server and they are placed in the HSM storage which is another cheaper location Only a shortcut is left behind on the MS Exchange server This means that the original email and its attachments are replaced with a shortcut The services that do this replacing process run under this super user account That is why this account must be given certain additional rights on your MS Exchange Server This super user must be added to the local administrators of your Archive Manager Server As mentioned above this super user account must be given permissions to mailboxes on your Exchange Server Those permissions as well as owner rights must be given in order to enab
26. installing Archive Manager on a MS Windows Server 2008 R2 SP1 or Windows Server 2012 additional DCOM settings need to be taken into consideration To set DCOM rights on a MS Windows Server 2008 R2 SP1 follow these steps 1 Right click My Computer and in the context menu select Manage 2 In the Computer Management window expand the Local Users and Groups node and then select the Groups node NOTE If you are installing Archive Manager on a Domain Controller machine please note that by managing your computer you will not find the Local Users and Groups node in the Computer Management window Therefore to locate the Distributed COM Users group use the Active Directory Users and Computers tool To do so click Start Programs Administrative Tools Active Directory Users and Computers and simply search for the Distributed COM Users group click on the Action menu and then click Find and search in Entire directory tox File Action View Help e Am XO iele Server Manager WIN CNTG7Y06 Actions Roles E j Features Diagnostics More Actions aii Configuration amp Administrators Administrators have complete and u amp Backup Operators Backup Operators can override secu 7 amp amp amp Task Scheduler Z certificate Service DCO Members of this group are allowed t Distributed COM Users Q Windows Firewall with Adve Cryptographic Operators Members are author
27. is then http localhost 41414 Front end is located in Enterprise Manager which authenticates user on Azure AD server and waits for security token which is send from Azure AD server to Archive Manager back end Tips amp Tricks If there is a problem with retrieval of security token it is recommended to restart MAM Exchange Direct Archive Error Monitoring service and restart Enterprise Manager Also check the registry key Metalogix exchangePAM OwinAuthWebAppLocation as described above Page 115 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Advanced Authentication is Ul User interface contains intermediate window which will retrieve security token when required during new server group or mailbox add operation see Importing users to Archive Manager Exchange Edition After retrieval of security token user can continue as usually New user interface for Advanced authentication will be described on new server add operation below NOTE Retrieval of security token is made only when necessary therefore this feature is not applicable for majority of user When importing Azure AD in Archive Manager Addressbook see the section mporting MS Exchange Servers to Archive Manager Exchange Edition the following configuration window appears Y inmtallbonhguravon Wizard Azure AD configuration Organization Name in Office
28. jobs are scheduled tasks which will run in regular intervals The job simply defines when a scheduled task should run There are different job types for different tasks Configure groups and email filtering The job defines when the archiving should take place the group defines what will be archived The members of the group are the targets Here you can define which emails will be archived size age type etc which mailbox Folders to process and also the assignment to a job You can refine your email filtering rules by writing a Filtering script On the initial page of the wizard click Next On the next page you can choose between different ways of importing users to Archive Manager a b c d Create group and import users a user defined group not an Active Directory group will be created in the Archive Manager and you will be able to choose which users from Active Directory should belong to this group Create group by LDAP query you will create a group in Archive Manager containing the users groups satisfying the defined LDAP query Select an Active Directory group you will select an existing group from Active Directory and all its users will be imported Select a group in Azure Active Directory you will connect to your Office 365 and import selected groups users for more information see the Office 365 Configuration Details part NOTE With the evaluation license you can import only 5 mailbox
29. know exactly what you are doing and why you want to do it Conclude by clicking Apply and then OK Page 123 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 IP Addresses E pi Active Enabled IP Address TCP Dynamic Ports TCP Port P2 Active Enabled IP Address TCP Dynamic Ports TCP Port P3 Active Enabled IP Address TCP Dynamic Ports TCO Dart TCP Dynamic Ports Yes Yes 192 168 27 2 ie Yes No fe80 10ea 8 1 af 1 bfe 3ad1 12 1433 Yes No 10 16 100 98 Blank if dynamic ports are not enabled To use dynamic ports set to 0 Cancel Apply Help 7 For the changes to take effect you need to restart both the SQL Server SERVERNAME and SQL Server Browser services have to be restarted switching over to the SQL Server Services node 8 Check the Shared Memory the TCP IP and the Named Pipes client protocols on the SQL Native Client Configuration node in the SQL Server Configuration Manager too They should all be enabled File Action View Help e9 4 8 abs E SQL Server Configuration Manager Local Name E SQL Server Services Y Shared Memory 4 SOL Server Network Configuration 32bit SF TCP IP b 8 SQL Native Client 11 0 Configuration 32bit 35 Named Pipes a 9 SQL Server Network Configuration Be Protocols for MSSQLSERVER 4 amp SOL Native Client
30. name of the search server or select it from the list of servers IV Enable Fulltext search Search server Jvmsdemd Test server Test Fulltext server fristallStield Cancel Finally click Install When the installation has finished click the Finish button As the Archive Manager installation finishes the Postinstallation window opens with all necessary post installation tasks listed We describe them in the following chapter IMPORTANT NOTE If your LAN configuration requires more than one Archive Manager Archiving server in one domain especially in case of large organizations demanding multiple archiving Archive Manager provides you with the possibility to configure several Locations with their Archive servers You must distinguish the intended Archive servers by the Location ID immediately after installation As default the Location ID for every installation is 1 To change the Location ID e g set Location ID to 2 for your and Archive Manager Archive server you have to change the following registry key values to 2 e HKEY_LOCAL_MACHINE SOFTWARE Wow6432Node Heilig amp Schubert exchangePAM MultiServerlD e HKEY_LOCAL_MACHINE SOFTWARE Wow6432Node Heilig amp Schubert exchangePAM OfflineStorage Location D Assigning Archive Retrieve server role to respective Archive Manager servers is accomplished in the Copyright Metalogix International GmbH and Idera Inc
31. or run securely Edt imis Est Defaut gt Leam more about settina these properties 8 In the Launch and Activation Permissions dialog add the Distributed COM Users group and the NETWORK SERVICE using the Add button The Distributed COM Users group needs both local and remote Launch and Activation Permissions The NETWORK SERVICE needs only the local Launch and Activation Permissions Page 46 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Group or user names Group or user names T Distributed COM Users WIN CNTG7Y06B09 Distributed ce Distributed COM Users WIN CNTG7YO6B09 Distributed C a g SYSTEM 5 NETWORK SERVICE srv_exchange 2 srv_exchange Administrators WIN CNTG7Y06B09 Administrators Pemissions for NETWORK SERVICE Local Launch Remote Launch Local Activation Remote Activation Pemissions for Distributed COM Users Local Launch Remote Launch Local Activation Remote Activation aA REK Ji soot f Leam about access control and pemissions Leam about access control and permissions Creating and mounting a Public Folder database Before creating an Organizational Forms library which is a system folder stored in public folders you must create and mount a Public Folder database NOTE You can skip this step if you already have the Public Fold
32. password in the Password text box and confirm it in the Confirm password text box NOTE The password cannot be blank Leave the remaining checkboxes clear User must change password at logon User cannot change password Account is disabled Click Next to move to the next screen 6 Click Finish to create the new user Page 14 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Creating a mailbox for the super user As mentioned before the super user account has to be an account with a mailbox In the following lines we describe the process of creating a mailbox for this super user 1 On your MS Exchange server open the Exchange Management Console from Start Programs Microsoft Exchange Server 2010 Exchange Management Console 2 In the left pane of the Exchange Management Console window select the Recipient Configuration node ange Manngcment GHEE ioj x File Action View Help 9 Ala Ela Recipient Configuration Organization Configuration p fig Server Configuration z Modify Recipient Scope a je inje exdemo local Users 1 Modify the Maximum Number of Recipients to il Distribution Group DiscoverySearchMailbox exdemo local Users Find G3 Mail Contact GE peter exdemo local Users E Disconnected Mailbox sce exdemo local Users z Move Request E srv_exchange exdemo
33. see the short Archive Manager Quick Start Guide In this manual we use Windows Server 2008 R2 SP1 as OS Prerequisites knowledge You should have a working knowledge of Microsoft Exchange Server 2010 and of the administrative tasks in Windows Server 2012 2008 You should also have an understanding of Microsoft SQL Server or ORACLE Database Server depending on which you will be using Knowledge of Microsoft Outlook and IIS would be of help too Page 5 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Getting started This chapter describes the most important basic requirements for successful manual installation of Archive Manager Exchange Edition Here we will also describe pre installation tasks the administrator has to perform before installing Archive Manager by the light setup so please read it carefully Besides the light setup Archive Manager can be installed by the Install package which performs all pre requisite tasks and necessary configuration itself see the short Archive Manager Quick Start Guide What is Archive Manager Exchange Edition Page 6 Archive Manager is a software solution for email archiving It enables archive mail into a pre defined store even with a different retention times Any email can be restored any time along with its attachments It provides full version management w
34. selected plus select the following Page 19 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 e NET Framework 3 5 Features e NET Framework 4 5 Features NET Framework 4 5 e NET Framework 4 5 Features ASP NET 4 5 e NET Framework 4 5 Features WCF Services all checkboxes under this item Select features Before You Begin Installation Ty Confirmation Select one or more features to install on the selected server Features V NET Framework 3 5 Features v TF 5 Features amework 4 5 Installed ASP NET 4 5 Installed HTTP Activation v Me Queu v TCP Port Sharing Installed Background Intelligent Transfer Service BITS BitLocker Drive Encryption BitLocker Network Unlock DESTINATION SERVER mpe2012 mpe2012dc local Description HTTP Activation supports process activation via HTTP Applications that use HTTP Activation can start and stop dynamically in response to work items that arrive over the network via HTTP Install 6 Click Next twice On the Roles Services leave the default role services selected plus select following e Web Server Performance Dynamic Content Compression e Web Server Security Windows Authentication e Web Server Web Server Application Development NET Extensibility 3 5 NET Extensibility 4 5
35. servers as well To enable ArchiveWeb select this feature on one of the Archive Manager Servers To enable Auditing select this feature also on one of the Archive Manager Servers Monitoring service feature can be installed on each Archive Manager Server Optionally select also PST Import if you plan to use this feature HSM and Archive Manager Search are installed on the HSM and Archive Manager Search server by separate setups as described in the ik part of the installation There is no need to run the installation on the Database Server and MS Exchange Server NOTE The only components installed on the Exchange Server are Exchange Server Tools necessary for synchronizing permissions and or OWA 2010 extension optional They are installed with the Archive Manager Exchange Edition_64bit_Extensions setup which can be downloaded together with the Archive Manager setup see the Post Installation tasks section For OWA 2010 extension installation see the Archive Manager Exchange Edition Installation of Optional Features manual Page 67 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 r OWA Extension soggy Exchange Server Tools MS Exchange Server Application Server Administrative tools Forms Installer Auditing iM Monitoring service 4 Documentation Archive Manager Archive Manager Archiv
36. to mount the database immediately after it is created New Public Folder Database f New Public Folder Database Set Paths Enter the file locations for the database Introduction Set Path a Database paths id s ra cg Folder Database file path f rogram Files Exchange201 0 M ailbox Public Folder Database Public Folder Database edbi LI Completion Log folder path Jc Program Files Exchange201 O Mailbox Public Folder Database IV Mount this database Help lt Back L n Cancel 5 On the New Public Folder Database page review your configuration settings Click New to create the public folder database Click Back to make changes 6 On the Completion page review the following and then click Finish to close the wizard o A status of Completed indicates that the wizard completed the task successfully o A status of Failed indicates that the task wasn t completed If the task fails review the summary for an explanation and then click Back to make any configuration changes 7 Click Finish to close the wizard NOTE Provided that you have more Exchange 2010 servers replicate the Public Folder Database to all of them Page 49 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Creating an Organizational Forms Library You need to have an Organizational forms library which is actually
37. user Read permission over the organization s Configuration container recursively There are more ways to grant this permission one way is to use ADSI Editor which is part of the Windows Support Tools We will demonstrate how to grant the necessary permissions using ADSI Editor NOTE These permissions are required to read the list of Exchange servers and Information Stores of the organization If you run MMC on a domain controller you will find the ADSI Edit tool On other machines like MS Exchange or others this tool may not be present in the MMC snap in console In that case the ADSIEDIT MSC tool can be freely downloaded from the following link where you can find a good knowledgebase about this tool as well http www computerperformance co uk w2k3 utilities adsi_edit htm Download_ ADSI Edit After downloading and saving it e g on your Exchange Server it is necessary to register the adsiedit dll via the regsv32 3systemroot System32 regsv32 adsiedit dl1 otherwise it will not be possible to run this tool even if it is copied under windows system32 To configure super user rights over Configuration Container 1 Open the MMC by clicking Start Run s tx Type the name of a program folder document or Internet resource and Windows will open it For you Open z Cancel Browse 2 Console dialog opens To add ADSI Active Directory Services Interface Edit click File AddRemove Snap in Page 30 Co
38. user020 CN Users DC 40demo2 DC local V user019 user019 CN Users DC 40demo2 DC local V Set the Outlook addin permissions for the group Further should you wish to allow members of this group to use the Outlook addin for archiving directly from Outlook check the Set the Outlook addin permissions for the group option b Select the Active Directory group which you want to import to the Archive Manager Page 97 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 98 s c Imval Gonhgurdauon Wizard Import Active Directory Group Select one group CN Display name Compliance Manage CN Compliance Ma Delegated Setup CN Delegated Setup Discovery Management CN Discovery Man Exchange Servers CN Exchange Serv Exchange Trusted S CN Exchange Trus Exchange Windows CN Exchange Wind Records Management CN Records Manag Server Management CN Server Manage Container OU Microsoft Exchange Securit OU Microsoft Exchange Securit OU Microsoft Exchange Securit OU Microsoft Exchange Securit OU Microsoft Exchange Securit OU Microsoft Exchange Securit OU Microsoft Exchange Securit OU Microsoft Exchange Securit lt m V Set the Outlook addin permissions For the group 5 F F F F F F F F v Further should you wish to allow members of
39. 11 0 Configuration E Client Protocols g Aliases Page 124 Order 1 Fi 3 Enabled Enabled Enabled Enabled Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Furthermore you will need to create an empty database and a database user for your Archive Manager To do so 1 Connect to your SQL Server 2012 with the Microsoft SQL Server Management Studio then expand its tree and right click on the Databases node From the context menu choose to create a new database 2 In the New Database dialog give the new database a name e g exchangeDB and you can leave the owner to be the lt default gt This owner will be changed later on when you will create a new login with table owner rights over the database you are creating You can also choose to change the default location for the Data file and Log file if needed Finish by clicking OK Select a page c Script v Hel gt General S Soipt Heb LAA Options L Filegroups Database name exchangeDB Owner lt default gt w Database files Logical Name File Type Filegroup Initial Size MB Autogrowth Maxsize exchangeDB Rows PRIMARY By 1 MB Unlimited exchangeD Log Not Applicable 1 By 10 percent Unlimited Connection Server 7ODB2 Connection FODEMO2 Administrator a View connection properties Progress Ready
40. 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 When running the Archive Manager setup on the second machine select Application Server To enable ArchiveWeb application select also ArchiveWeb If you plan to use administrative applications on the server as well select Administrative tools Select Auditing if you want to deploy auditing feature and Monitoring service if you want to deploy monitoring as well You can select also Formsinstaller and PST Import features NOTE HSM and Archive Manager Search have been installed on the machine separately a5t part of the installation NOTE The only components installed on the Exchange Server are Exchange Server Tools necessary for synchronizing permissions and or OWA 2010 extension optional They are installed with the Archive Manager Exchange Edition_64bit_Extensions setup which can be downloaded together with the Archive Manager Exchange Edition setup see the Post Installation tasks section For OWA 2010 extension installation see the Archive Manager Exchange Edition Installation of Optional Features manual Page 65 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 MS Exchange OWA Extension Server Exchange Server Tools pplication Server PST Import E Administrative tools ji ua
41. 3 Type PT_LONG Property Name s PR_LEFORMS_LOCALE ID DASL http schemas microsoft com mapi proptag 0x3FE90003 8 Back in the Folder Tree window locate the PR PUBLISH_IN_ ADDRESS BOOK property in the right pane Right click it and select Edit property Public Folders Administrator 40demol local Organizational Forms Actions MDB Property Hierarchy Table Tools 4 Public Root Property name s g Other names Tag al IPM_SUBTREE 4 PR_MDB_PROVIDER PidTagSto 0x341 4 NON_IPM_SUBTREE gt PR_MESSAGE_SIZE PidTagMess PR_MESSAGE_SIZE_EXTENDED Pi Ox0EC 4 EFORMS REGISTRY gt 8 PR_NT_SECURITY_DESCRIPTOR Ox0EZ Organizational Forms gt PR_OBJECT_TYPE PidTagObjec OxOFF b OFFLINE ADDRESS BOOK PR_OFFLINE FLAGS Ox662 oe ee i 8 PR_PARENT_ENTRYID PidTagP OxOEC 88 PR_PARENT_ENTRYID PidTagP OxOEC 8 PR_PARENT_SOURCE KEY PidT Ox65E 88 PR_PREDECESSOR_CHANGE LI Ox65E 8 PR_PROFILE_SERVER_FULL_VER 0x66 E PR_PUBLISH_IN_ADDRESS_BOOK EEA sarm 88 PR_RECORD_KEY PidTagRecor a ry R x 88 PR_REPLICA_LIST ABC PR_REPLICA_SERVER Open as entry ID or object I8 PR_REPLICA VERSION Copy property PR_RESOLVE_METHOD PidTag Paste property NOTE f this property does not exist you have to create it Click Property Additional properties Click Add and enter the number Ox3FE6000b in the Property tag text box It defines the PR_PUBLISH_IN ADDRESS BOOK property Check it in the Property name box Click OK and OK ag
42. 365 org onmicrosoft com i Client ID see Azure application PT Client Secret see Azure application PT Autodiscovery Url https testconnectivity microsoft com a Username must be Office365 admin pt Password Jeze Page 116 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 After setting the necessary information additional authentication window may appear as in example below Synchronization Setup ASSoYsS Address book and settings Genero settings S Add new Exchange Server wizard Favorites Owin Authentication for 0365 pups amp Manliores Use another account Your work or school account can be used anywhere you see this symbol 2015 Microsoft Terms of use Privacy amp Cookies User chooses administrator account and fills in password and submits the login form by clicking Sign in Archive Manager communicates with Azure AD server to obtain required security token for communication between Archive Manager and Azure AD This communication can take cca 30 seconds and during this time the login should not be closed When security token was successfully processed success message appears Page 117 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 a
43. 7 2 MFCMAPI x86 Public Folders Administrator 40demol local O X QuickStart Session Addressbook MDB Profile Adwanced Property Table Tools Display Name Default Store Provider EID Resource E Administrator 40demol lo True Microsoft Exchange Mes cb 175 Ipb 0000000038 4102 SE 6 Public Folders Administrat False Mic Exchange Mes cb 175 Ipb 0000000038 64 STA usero20 Open store N soft Exchange Mes cb 169 Ipb 0000000038 64 STAT Export store cont nts to text SLOW Logoff Advanced gt 4 A new window with public folders appears Unfold the tree in the left pane down to Public Root NON_IPM_SUBTREE EFORMS REGISTRY Organizational Forms Public Folders Administrator 40demol local Organizational Forms Sle es Actions MDB Property Hierarchy Table Tools 4 Public Root Property name s bi Other names Tag IPM_SUBTREE 0x3FD60040 Ox3FL 4 NON_IPM_SUBTREE gt 0x3FESO00A PR_ADDRESS_BOOK_DISPLAY_NA 0x3FE 4 EFORMS REGISTRY gt 0 6655000A PR_ICS_CHANGE_KEY 0x665 Organizational Forms R ABC 0x6656001E 0x665 gt OFFLINE ADDRESS BOOK E 0x671 0008 0x671 b SCHEDULE FREE BUSY PR_ACCESS PidTagAccess pta DOFF PR_ACCESS LEVEL PidTagAcce Ox0F 5 Click on the Property tab on the menu bar and from the down drop menu select Edit given property option Public Folders Administrator 40demol local Organizational Forms alo Actions MDB Property Hierarchy Table Tools 4 Public Ro
44. ACLE Data Provide for NET see the section The Archive Manager Server e Install Outlook 2007 or higher on your Archive Manager server see the section The Archive Manager Server e Make sure to install IIS In the case that Archive Manager will be running on an a MS Windows Server 2012 then follow the steps as described in the section Installation of IIS ona MS Windows Server 2012 b MS Windows Server 2008 R2 SP1 then follow the steps as described in the section Installation of IIS on a MS Windows Server 2008 R2 SP1 IMPORTANT NOTE If you plan to install Archive Manager Exchange Edition on a server with Microsoft Page 10 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 CRM or SharePoint you have to manually configure Archive Manager web applications It is necessary because these applications are overtaking port 80 in IIS Archive Manager needs port 80 free otherwise it will not be able to retrieve archived data to the users For more information on how to configure Archive Manager web applications in such cases see the Archive Manager Exchange Edition Configuration on the secondary Website manual Install NET Framework 3 5 and 4 5 see the section Installation of the NET Framework e Assign administrator rights on the Archive Manager Server to the super user see the section
45. Assigning administrator rights to the super user over the Archive Manager Server e Manage super user rights with ADSI Edit tool see the section Assigning rights to the super user over the Configuration Container e Grant the super user permissions in MS Exchange Server see the section Granting the super user permissions in MS Exchange Server e Grant the super user impersonation permissions in Exchange Server see the section Granting super user impersonation permission in the Exchange Server NOTE These permissions are necessary only if you plan to access archived emails via OWA e Assign DCOM rights see the section Assigning DCOM rights on Windows Server 2008 2012 e Create a Public folder database on the MS Exchange Server see the section Creating and mounting a Public folder database e Create the Organizational forms library folder on the MS Exchange Server see the section Creating an Organizational forms library as well as the section Setting up language for the forms folder e Assign owner rights to the super user over the Organizational forms library on the MS Exchange Server see the section Assigning owner rights to the super user over the Organizational Forms library e When you are done with installation please don t forget to synchronize the super user as well see the section Enterprise Manager Initial Configuration Also attached is a check list see t
46. Documents and Settings Administrator gt New PublicFolder Path NON_IPM_SU BIREENEFORMS REGISTRY Name Organizational Forms ub Check in Outlook 2007 that the public folder is shown in Tools Forms Choose Form Look in down drop box In case of Outlook 2010 2013 check it under Home tab New Items More Items Page 50 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Choose Form Restart the Microsoft Exchange Information Store service if not Start Programs Administrative Tools Services Other way how to bring the Organizational Forms on Outlook 2010 if it didn t load up after creation is just adding another PowerShell line Set PublicFolder NON_IPM_SUBTREE EFORMS REGISTRY Organizational Forms EFormslocalelD EN US Assigning owner rights to the super user over the Organizational Forms library The super user will be publishing all Archive Manager forms in the Organizational Forms library Therefore that account must be given owner rights to this folder To assign the rights to the super user follow these steps 1 Run the Exchange Management Shell from Start Programs Microsoft Exchange Server 2010 Exchange Management Shell 2 Now enter the following command to set access rights for super user srv_exchange Add PublicFolderClientPermission Identity NON IPM SUBTREE EFORM
47. Matrix properties Office 365 Exchang Office 365 SharePo Archive Manager App he eS TQ i Ya STN ne a N wees oe A SIGN ON URL htthsy locks ostaa 2A NM ES ia CLIENT ID 2190853 976a 4ae7 bdc0 24a42de25018 MANAGE MANIFEST 10 Under the Keys section select either a 1 year or 2 year key the key value will be displayed after you save the configuration at the end In the Reply URL add the reply URL address used to return the authorization code returned during Authorization code flow For example https localhost 44322 Configure Permissions under the Permissions to other applications section select application Windows Azure Active Directory and under the second permission Delegated permissions select Access your organization s directory and Enable sign on and read users profiles The 2nd column Application permission is not needed Page 113 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 114 ei NS BE TN ONO AN ee h Office 365 SharePo TestApp keys TestApp2 1 year 3 19 2015 3 19 2016 THE KEY VALUE WILL BE DISPLAYED AFTER YOU SAVE IT Select du v VALID FROM EXPIRES ON THE KEY VALUE WILL BE DISPLAYED AFTER YOU SAVE IT single sign on APP ID URI https metalogixSoftware622 onmicrosoft com WebAppsGraphaPl REPLY
48. Metalogix Metalogix Archive Manager Exchange Edition Archive Manager Exchange Ed Advanced Install Version 7 2 MS Exchange Server 2010 Publication Date November 2015 Copyright Metalogix International GmbH and Idera Inc 2008 2015 All Rights Reserved This software is protected by copyright law and international treaties Unauthorized reproduction or distribution of this software or any portion of it may result in severe civil and or criminal penalties and will be prosecuted to the maximum extent possible under the law Copyright Copyright Metalogix International GmbH and Idera Inc 2008 2015 All rights reserved No part or section of the contents of this material may be reproduced or transmitted in any form or by any means without the written permission of Metalogix International GmbH Archive Manager is a trademark of Metalogix International GmbH and Idera Inc Windows SharePoint Services is either a registered trademark or a trademark of Microsoft Corporation in the United States and or other countries Other product and company names mentioned herein may be the trademarks of their respective owners Technical Support For information about Metalogix Technical support visit http metalogix com support Technical support specialists can be reached by phone at 1 202 609 9100 The level of technical support provided depends upon the support package that you have purchased Contact us to discuss your support r
49. Microsoft ExFolders from http msexchangeteam com archive 2009 12 04 453399 aspx This tool can facilitate the process of assigning rights over different Exchange Server folders It can be used for MS Exchange Serwer 2010 Setting up language for the forms folder After we have successfully created Organizational forms library its language needs to be set up To do so download the Microsoft s MAPI Editor tool from the Microsoft download center to the machine with Outlook installed The current location for download is http mfcmapi codeplex com go to download and select the latest release 1 Start the Microsoft s MAPI Editor tool on any client computer where Outlook is installed and profile s are present NOTE Should you have Outlook installed also on your Archive Manager server you can launch the MAPI Editor on that machine as well 2 To display the store tables unfold the Session menu and select Logon command MFCMAPI x86 QuickStart Session Addressbook MDB Profile Advanced Property Table Tools Logon coals ogoff Advanced logon gt MAPI initialization gt Click Session Logon to begin 3 The store tables are displayed then Right click the Public Folder store From the context menu select Open store or double click the store to open it Page 52 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version
50. RCAMaxConcurrency null RCAPercentTimeInAD null RCAPercentTimeInCAS Snull RCAPercentTimeInMailboxRPC S null Set Mailbox srv_exchange ThrottlingPolicy MAM4Exchange Granting super user impersonation permissions in MS Exchange Server Super user must be granted impersonation permissions in Exchange Server just in case that you plan to access archived emails via OWA Otherwise these permissions are not necessary NOTE Archive Manager OWA support requires Exchange 2010 Server running the Windows Server 2008 64 bit version To install and configure the OWA extension of Archive Manager the Archive Manager Exchange Edition_64bit_Extensions setup has to be downloaded and installed on Exchange Server see the Installation of optional features manual Use the PowerShell to grand the super user Impersonation permissions over all Exchange 2010 Servers in your environment 1 Run the Exchange Management Shell from Start Programs Microsoft Exchange Server 2010 Exchange Management Shell 2 To grant the super user Impersonation permissions run the following command Page 40 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 New ManagementRoleAssignment Name Impersonation MAM4Exchange Role WANS LICACLOM MMi SesoMmeicilom User Very exchange Assigning DCOM rights on Windows Server 2008 2012 When
51. S REGISTRY Organizational Forms User srv exchange AccessRights owner R Machine srv03 Scope NDE local C Documents and Settings administrator NDE gt Add PublicFo lderClient Pers n Identity NON_IPM_SUBTREE EFORMS REGISTRY Organizational Forms User exchange ficcessRights owner Identity N NON_IPM_SUBTREE EFORMS NDE local Users archive lt OQwner gt C Documents and Settings administrator NDE gt First parameter is a path to the Organizational Forms library Second parameter is a name of the super user which will be granted the rights and third parameter is the AccessRights type which is usually supposed to be Owner NOTES e f you are not sure what the name of the Organizational forms library is the following command can be used It will grant permissions for the child objects under EFORMS REGISTRY Get Publicwolder Iidentity NON TPM SUBTREE EPORMS REGISTRY GetChildren Page 51 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 AcklulolicrolcerclicncseximSsioin User Sey exchange ACCSsSkighte Owner e t may take some time until the super user is assigned owner rights over the Organizational Forms library Tips amp Tricks If there are any issues with assigning rights over Organizational Forms Library you can download
52. X software accompanying this License and related documentation the Software is licensed to you by METALOGIX and its use is subject to this License In consideration of your x accept the terms of the license agreement donot accept the terms of the license agreement Cancel Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Before proceeding with installation you need to apply the license There can be two different situations e Archive Manager server has an internet connection a e Archive Manager server has NO internet connection b a If Archive Manager server has an internet connection follow the next steps Enter your license key and click Next NOTE If the internet access is filtered out by proxy on the Archive Manager server click the Set proxy link to enter the respective parameters License will be validated and you can continue the installation AChYate LIGEnSe KEY Q Enter license key and select the activation method a License key E ees ee ee Activation mode Online activation requires online internet connection Offline activation Set proxy b If the Archive Manager server has NO internet connection follow the next steps Insert your license key Select the Offline activation radio button and click Next Copy the Activation re
53. abase Page 75 As suggested in the Postinstallation dialog as a first step you need to configure your previously created database s To do so just click the first Start button Launch configuration tool The database Configuration tool pops up This tool administers the database s which your Archive Manager software will use to keep meta data in The database s must be available before you run Archive Manager setup see the Addendum Creating an MS SQL database with a database user In this manual we use separate database for each component exchangeDB for Archive Manager part hsmDB for HSM part and auditingDB for Auditing part and mtRoleDB for Users part and the same user for all srv_exchange The following lines describe only configuration of Archive Manager Auditing and Users part For HSM configuration see the HSM Installation and Configuration manual Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 S Configuration Configuration Budiang Installed products HSM Auditing Plugin path C Program Files x86 Common Files PamConfig Auditing dll Status Loaded Esciange PYE HSM Plugin path C Program Files x86 Common Files PA PamConfig HSM dll Users Status Loaded Exchange Archive Plugin path C Program Files x86 Common PamConfig ExchangePam dll Status Loaded Users P
54. ain Page 55 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 9 Uncheck the Boolean check box and click OK Property Editor Tag 0x3FE6000B Type PT_BOOLEAN Property Name s PR_PUBLISH_IN_ADDRESS_BOOK DASL http schemas microsoft com mapi proptag 0x3FE6000B Boolean OK Cancel 10 Finally close the Folder Tree window and exit MAPI Editor by selecting Session Logoff menu command Page 56 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Installing Archive Manager Exchange Edition LAN Architecture Before installing Archive Manager Exchange Edition we need to mention something about the type of LAN you may have which basically consists of e MS Exchange Server must be a SEPARATE MACHINE e Database Server e Archive Manager Server e HSM Server and e Archive Manager Search Server optional In the most basic configuration all servers EXCEPT MS EXCHANGE can be installed on one machine However more advanced configurations are recommended Archive Manager is a product of high scalability and administrators can decide for various LAN solutions For instance maximum 3000 mailboxes can be archived with one Archive Manager Archive server If more than 1000 mailboxes are bei
55. anced Install Version 7 2 data Organization Name in Office 365 your organization in Office 365 Client ID get this ID by following the process described below Client Secret or Key get this key by following the process described below Autodiscovery Url to get this URL go to https testconnectivity microsoft com select the Outlook Autodiscover option click Next and perform the test with your details As a result you should get the URL Username amp Password the respective user must be Office 365 administrator VERY IMPORTANT In case of Office 365 run the EM with the super user under which Archive Manager has been installed i e the user under which MAM services run NOTE This sample will not work with a Microsoft account so if you signed in to the Azure portal with a Microsoft account and have never created a user account in your directory before you need to do that now If you create an account and want to use it to sign in to the Azure portal don t forget to add the user account as a co administrator of your Azure subscription 1 Signin to the Azure management portal 2 Click on Active Directory in the left hand nav e gt https manage windowsazure com MetalogixSoftware622 onmicrosof Active Directory Windows i Microsoft Azure v testuser1 MetalogixSoftware622 onmicrosoft com mT active directory rt ACTIVE DIRECTORY DIRECTORY ACCESS CONTROL NAMESPACES
56. and retrieving emails and their attachments The HSM system works with a database because the information contained in the shortcut is stored either in an ORACLE or an MS SQL database The HSM system passes down this email and its attachments to a store specified by the administrator whereas the email can be compressed on the fly A shortcut of a few kilobytes only remains at its original location This shortcut includes information about the new location of the archived email The only difference a user notices is that the shortcut is displayed with a slightly modified icon Users may work with archived emails and their attachments as usual This means that when an archived email is reopened Archive Manager passes the information contained in the shortcut to the HSM system Then the HSM system restores the respective email and its attachments from the store Yet for users it is as if they were working in their normal environment The HSM Server Hierarchical Storage Management Server The HSM Server i e the computer where the HSM system is installed as a part of Archive Manager takes care of saving and securing archived documents It works with a database either an ORACLE Database or an MS SQL Database NOTE If you are using an ORACLE database Oracle Data Provider for NET has to be installed When installing Archive Manager Exchange Edition you will be asked to specify a database as well as a database user and password while conf
57. and select Server Manager 2 Click on the Roles node Click on Add Roles link on the right pane E Server Manager Server Manager VMSUPWIN2K8 EARS gt Features E View the health of the roles installed on your server and add or remove roles and Diag onu features Configuration Storage Roles Summary Roles Summary Help Roles 0 of 17 installed Be Add Roles Remove Roles Y Last Refresh 8 14 2009 1 17 14PM Configure refresh l ae 3 Select the Web Server IIS role Click Next Page 23 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 24 Add Roles Wizard Select one or more roles to install on this server Roles Description Active Directory Certificate Services Web Server IIS provides a reliable j 3 i 3 manageable and scalable Web Active Directory Domain Services application infrastructure Active Directory Federation Services Active Directory Lightweight Directory Services Active Directory Rights Management Services Application Server DHCP Server DNS Server Fax Server File Services Network Policy and Access Services Print Services Terminal Services UDDI Services Web Server IIS Windows Deployment Services Windows Server Update Services OO Ozi IE Ol Sooni II Te E A 4 Leave t
58. ayed click the Browse button to find it Otherwise click Next NOTE The Archive Manager form templates are located under the following path C Program Files x86 Metalogix MAM4Exchange Tools Forms Templates Page 86 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Outlook Forms Setup Locate the folder where Form templates are stored C Program Files Metalogix MAM4Exchange Tools Forms Templates Browse Browse For Folder pst psts Services E Tools DBManager Encryptor E Forms 6 In the next window select the available forms and then click on the gt gt button to add them to the Selected forms list Then click Next Forms installer Outlook Forms Setup Select Forms to install or repair Available Forms Selected forms Page 87 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 7 For full functionality leave all four options of this window checked and click Next Uncheck the individual options only for special purposes When an archived email is opened in Outlook the Previous Item and Next Item functionality is not working This is because of the nature of archived email which is just an offline copy of
59. ch to install roles and features Installation Type Select a server from the server pool Select a virtual hard disk Server Roles Server Pool Features Filter Name IP Address Operating System DEV2012EX dev2012dcl 10 16 115 2 Microsoft Windows Server 2012 Datacenter 4 Select Web Server IIS role In the pop up leave the Include management tools check box selected and click Add Features Then keep clicking Next until the Features dialog DESTINATION SERVER Select server roles DEV2012EX dev2012dc local Before You Begin Select one or more roles to install on the selected server Installation Type Roles election Active Directory Rights Management Services Add features that are required for Web Server IIS Application Server DHCP Server The following tools are required to manage this feature but do not have to be installed on the same server DNS Server Fax Server 4 Web Server IIS File And Sto es Installed 4 Management Tools Hyper V Tools IIS Management Console Network Policy and Access Services Print and Document Services Remote Access Remote Desktop Services Volume Activation Services n Web Server IIS Windows Deployment Services Include management tools if applicable Windows Server Update Services Cancel 5 Leave the default features
60. chive Manager Exchange Ed Advanced Install Version 7 2 M eS Windows Catalog wy Windows Update Params Accessories Administrative Tools Documents gt F Microsoft Exchange Microsoft Office a Settings gt g IF Microsoft SQL Server 2005 Search gt T Notepad fan Startup Help and Support Total Commander IR Ae SEG A ORS A S A a fan Windows Support Tools Run amp Internet Explorer S Outlook Express fi Archive Manager Exchange Edition gt Tools Log Off Administrator w p ooo AA EO aAA AETR aon ci s Remote Assistance HSM gt I Web Shut Down fH Metalogix J Archive Manager Configuration A Enterprise Manager Jolson A Windows Server 2003 Standard Edition CA PST Importer NOTE As default only the super user which was specified during the Archive Manager installation has logon permissions to the Enterprise Manager EM Thus when you want to run the EM you have to be logged on with the super user account However you can grant other users logon permissions as well It can be done on the Tools Options User roles tab in EM for more information see the Administrator manual for Archive Manager Exchange Edition Enterprise Manager When the EM is launched for the first time no users are synchronized with Archive Manager no archiving is scheduled To facilitate the initial configuration tasks the Initial Configuration wizar
61. crosoft NET Framework 3 5 1 dnstalled combines the power of the NET Results Installed Framework 2 0 APIs with new E A technologies for building applications Background Intelligent Transfer Service BITS that offer appealing user interfaces r BitLocker Drive Encryption protect your customers personal ae L identity information enable seamless BranchCache z i A KRA and secure communication and Connection Manager Administration Kit providethe ability to model a range of Desktop Experience business processes DirectAccess Management Console Upon installation of Internet Information Services IIS you need to enable Web Service Extensions ASP NET v2 0 and 4 0 Follow these steps 1 Click Start Settings Control Panel Administrative Tools Internet Information Services IIS Manager Select server node and open the ISAPI and CGI Restrictions feature Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 nternet Information Services IIS Manager oy VMSUPWIN2K8 Home Groupby Area ay tf a dq Authentication Compression ISAPI Filters Logging Output Server nceann 2 Check if ASP NET v2 0 and 4 0 ISAPI extensions are installed and allowed Internet Information Services IIS Manager oy ISAPI and CGI Restrictions Use this feature to specify the ISAPI and CGI exten
62. d Advanced Install Version 7 2 Exchange 2010 requirements Archive Manager Exchange Edition supports archiving from Exchange 2010 Server However the following prerequisites must be met e Exchange Server 2010 e Public Folder database it is necessary to have a Public Folder database in the organization because the Organization Forms Library resides in the System Folders which is part of public folders and the Organizational Forms Library is necessary to ensure the transparent access to archived emails from Outlook see the Creating and mounting a Public Folder database and Creating an Organizational forms library database section Pre installation tasks In this part we will describe which pre installation steps should be taken in order to prepare all that is needed for installing Archive Manager Exchange Edition correctly Before installing Archive Manager you need to e Create database s with a database user owner of the table so that they are available when installing Archive Manager Creation of a database with a database user in MS SQL 2012 is described in Addendum Creating an MS SQL database with a database user e Create a super user account see the section Super user as well as the section Creating a super user account and Creating a mailbox for the super user e In case that you will be using ORACLE database you need to install on the Archive Manager Server computer the OR
63. d is started It will lead you through the initial configuration so that you can start archiving with Archive Manager The wizard will perform the following tasks 1 Import mailboxes or group which you want to archive with Archive Manager 2 Set the default retention category 3 Define job i e scheduled task which will perform the archiving 4 Configure group and email filtering After you finish the initial configuration as described further you will not need to run the wizard again All additional settings can be configured directly in EM Check the Do not show this wizard when the application starts check box so that this wizard will not start next time when you run the EM Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Wizard Iimtal Gonhiguravion Wizard This wizard will perform the Following tasks 2 9 w Import mailboxes or group 4s the first step you should specify individual mailboxes or a group from Active Directory which you plan to archive Set the default retention category Before any email can be archived we have to define the retention category This defines the lifecycle of the email in the archive Here you define how long the email should be kept in the archive and when the shortcuts are created or removed It also defines where the emails will be stored Define jobs The
64. d objects only is object only This object only This object only This object only 10 In the Apply onto drop down box select This object and all descendant objects Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 fi Permission Entry for Configuration xj Write all properties Delete Delete subtree Read permissions Modify permissions Modify owner All validated writes All extended rights 11 Click OK then Apply Granting the super user permissions in MS Exchange Server Page 38 Archive Manager Exchange Edition requires that the super user be granted some administrative permissions and access to the mailboxes which will be archived In Exchange 2010 the super user must be assigned the View Only Organization Management role This ensures that the mailboxes and public folders can be accessed using the required administrative privileges Further the access to the mailboxes is granted by setting the Receive As permission to the super user This can be achieved on mailbox level or on database level Exchange Information Store In this document we demonstrate the right assignment on the database level Exchange Server 2010 uses client throttling policies to track the bandwidth that each user consumes and enforce bandwidth limits as necessary Archive Manager needs more resources than the al
65. e Search HSM E Microsoft SQL Servers E d SQL Server Group E local Windows NT Application Server C PST Import E Administrative tools SRS _ Forms Installer H FTSdb C Auditing m HSMdb Monitoring service H E SEAdb Documentation Database Server Archive Manager Retrieve Server Finishing the installation As the setup continues you are asked to allow Metalogix Exchange Extension to be added to the Exception list of the Windows Firewall In this way the Archive service will be allowed to communicate through Windows Firewall Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Archive Manager Exchange Edition x Then you are asked to specify the user account under which Archive Manager services will be running Enter your super user srv_exchange in the User Name text box in the DOMAIN Username format You can use the Browse button to locate the user Fill in the super user s password in the Password and Confirm Password text boxes Click Next Page 69 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Archive Manager Exchange Edition Specify the user account to be used by this application User accounts must be in the format DOMAIN
66. eate new mailboxes Create mailboxes for New user Select User exfispt local File View Scope Search Find Now Clear Name Organizational Unit IUSR_ MEXFISPTO1 exfispt local Users IWAM_VMEXFISPTO1 exfispt local Users 8 stv _oss_app exfispt local ServiceUsers 8 stv_oss_farm exfispt local ServiceUsers st _oss_search exfispt local ServiceUsers amp stv_oss_shared exfispt local ServiceU sers stv_exchange exfispt local ServiceUsers Cancel A 7 object s found _ 1 object s selected 7 In the Mailbox Settings window enter the alias for the mailbox user and click Next 8 Click New to create the mailbox for the super user Then click Finish The Archive Manager Server Further if you are using an ORACLE database you need to install the ORACLE Data Provider for NET available on ORACLE install CD e Outlookl 18 Page 17 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 e Installation of IIS on MS Windows Server 2012 18 e Installation of IIS on MS Windows Server 2008 R2 SP1 23 e Installation of the NET Frameworkl 28 Outlook Your Archive Manager Server will communicate with your MS Exchange Server via MAPI To provide your Archive Manager server with MAPI install Outlook 2016 32bit 2013 32bit 2010 32bit 2007 on the Archive Mana
67. eet teres 18 Installation of IIS on MS Windows Server 20 12 s6sssaes ae accent 18 Installation of IIS on MS Windows Server 2008 R2 SP1 s sssssssssssseesseeussesuseeiestnsetnsetisstnsetnssenstin 23 Installation Of the NET Fra mews keers s ssssssssssssesssssscssssscssssssssssssssssssesesseecssaesesseaeaeeesssaesesesanssaesesseaesessessansesseaneses 28 Assigning administrator rights to the super user over the Archive Manager Serveterrssssssssssssssssscseseesssssesnenseesssseseseesesrseensaeaeseseanecanaesrssenenanaecrenenenanseeeaneneeanas 28 Assigning rights to the super user over the Configuration Container _wteeceseseeceeeeseeceeneseecenneseeeeeneeeeeeaeeeeeeeeneeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee aa seeeeeaaeeseeeaaeeeeseaaeeeeeeageeeeenanes 30 Granting the super user permissions in MS Exchange Servetirrssssssssssssesseessessessseeseeneeseseeeesenseaees 38 Granting super user impersonation permissions in MS Exec Picinci ee Senei fess sce as sehen sa E E 40 Assigning DCOM rights on Windows Server 2008 201 2 s s seeererererrrrersrsrserernrennnnnnenennnnnreennennnnn 41 Creating and mounting a Public Folder database ese eeeeiniieeseiniiessrnniieesnnninennnnirennnnrreeeens 47 Creating an Organizational Forms LiDrary sssseesesseeesesseeeeeseeeeseneesecsesensecaessnseeseeaeseeseeaeseanens 50 Assigning owner rights to the super user over the Organizational Forms lira ty sescesctecnstesctecsstctescestapts accetetece tes eseteatece cated ac
68. equirements MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Contents Introduction 5 Getting started 6 What is Archive Manager Exchange Edition s ssssssssesssseesensesesesesseseeseseseenenansessenenenanseenenenenanans 6 Process of archiving With Archive WatiaiQer ssescccrsrsscatesmstasecscedensesescrepsrsatencoensnerseceniacceseesisertatane 7 The HSM Server Hierarchical Storage Management Server sss ceessesseseeeeseeseeeeneeeaes 7 Database E a E a E r E 8 Hardware require mentss s ssssssssssseesesesessesesseseneeseseeeesesenseseeeeseneesesesessesesaeseseesesausesesseneeauseereaeaeeananseses 9 Software FEQUIFEMENtS e eeeeteeeeteeeeteeseesenseeeesessnseeseeseceeseesecsensesecsussusecausauseeseesessaseesessueusessueanseeaees 9 Exchange MOH Ose cl Cee eee eee err eee eee ret eee ere 10 Pre nstallation taSkS ssssss essssseeesesseeeessaneeeessaaeeeessaaeeeeseaaseeessaaeeeessaaeeeessaaeeeessaaseeessaaeeeessaaeeeessaaeeeesnas 10 Pre installation tasks 13 Superuser atetdadeslascctsctcseldtesedetdbicta gas aceaceadbeadeae ieee Geet ahcetti ee earl ae repentetene 13 Creating a SUpEr USer Sern bea tc ee at ee eee 14 Creating a mailbox for the SUPer USEf s resesstestettsttetstettsnettasetnttastaestenatsnettsnatistnstatieteet 15 The Archive Manager Servetesssssssssssssessesssssssesssssssessesessesseseesecseneeecsuseusecauseusecausauseeseeaeesaneeseseenenas 17 Outlooks E Snowe Peer NT nearer Tee rerreree
69. er 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Select a page z Script v Hel LA General S Soipt Heb gt Server Roles AA User Mapping Settings a Permission to connect to database engine Grant O Deny Login Enabled Disabled Status SQL Server authentication 7 Next you will need to create a schema for your new database login To do so expand the tree on the new created database exchangeDB in the Microsoft SQL Server Management Studio tool down to Security Schemas Right click on Schemas and choose New Schema from the context menu In the New schema dialog just give a name to the schema you want to create e g srv_exchange and click the Browse button to select the schema owner Select the schema owner to be the previous user you have specified in step 4 srv_exchange Click OK Page 128 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Select a page Script Hel gt General SS Scipt Heb LAA Permissions gt Extended Properties A schema contains database objects such as tables views and stored procedures A schema owner can be a database user a database role or application role Schema name sry _exchange Schema owner Connection Server 7ODB2 Connection FODEMO2 Administrator a View connection properties Progre
70. er database created Check it in Exchange Management Console Organization Configuration Mailbox Database Management In case the Public Folder database exists proceed with the chapter Creating an Organizational Forms Library To create and mount a Public Folder database 1 Run the Exchange Management Console from Start Programs Microsoft Exchange Server 2010 Exchange Management Console 2 In the console tree navigate to Organization Configuration gt Mailbox In the action pane click New Public Folder Database Page 47 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 fa Exchange Management Console _ Oy x File Action View Help Al ele J Microsoft Exchange amp Microsoft Exchange On Premises F mailbox 2 objects i ici i Mailbo E EA Organization Configuration Address Lists Retention Policy Tags Retention Policies Offline Address Book is Database Management Database Availability Groups Sharing Policies a ae Client Access Se Hub Transport bja Unified Messaging f Server Configuration sd P Create Filter ve f e Mailboxes 3 New Sharing Policy Recipient Configuration i Toolbox I New Address List New Retention Policy Tag B Port from Managed Folder to Ta G New Retention Policy
71. erver under C Program Files x86 Metalogix MAM4Exchange Tools Forms It can be used on any machine with Outlook 2016 32bit 2013 32bit 2010 32bit 2007 and NET Framework 2 0 SP2 or higher installed You can run it on a client or on your Archive Manager server How to do it NOTE To run the Formsinstaller on a client use the Formsinstaller setup It can be downloaded together with the Archive Manager setup This smaller setup is used to install the FormsInstaller exe tool and other necessary dll files on the client machine 1 Check that the super user account is a local admin on the machine 2 Log on with the super user account and open its profile in Outlook Make sure you are not using cache mode while attempting to publish the custom forms 3 When done keep the Outlook still opened with the super user account and run the forms install application from this location C ProgramFiles x86 Metalogix MAM4Exchange Tools Forms Formsinstaller exe 4 The Forms Installer window opens Select Install repair Then click Next Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Boris Uses lap Outlook Forms Setup Select installation type Install or repair Outlook Forms Uninstall Uninstall Forms Cancel 5 If you have installed the Forms folder on a location different from the one displ
72. es Page 95 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 inal Gonhguravion Wizard Wizard type selection Create a group and import users Create a manual group and import users to the group Select an Active Directory group B Select one existing group and import all users of the group Create group by LDAP query B Create manual group and import users by LDAP query Select a group in 4zure Active Directory o Select one existing group in Azure AD and import all users of the group eS Cre Depending on the option you have chosen in the previous dialog now you can a Set the name of the group which will be created in the Archive Manager and select the mailboxes which you want to import to this group NOTE Right click inside the list view to unfold the context menu The context menu can be used to check uncheck all mailboxes etc Page 96 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 intalllontiguravion wizard Create Manual Group Please select the mailboxes you want to use CN Display name Container V Sales Sales CN Users DC 40demo2 DC local V Marketing Marketing CN Users DC 40demo2 DC local V public public CN Users DC 40demo2 DC local V userO20
73. for all scenarios In the Archive Settings dialog you can select the retention category which will be used as the default retention category Retention category defines the lifecycle of the archived emails i e it defines for how long the item will be kept in the archive etc In the case of fresh installation there is just one retention category Default retention category created by the wizard If you want to create a new retention category with specific settings click the create a new retention category link Then in the pop up dialogues you can create retention category with specific settings for detailed information see Retention tab section in the Administrator Manual for Archive Manager Exchange Edition Enterprise Manager In the Email filtering section define settings for email archiving In the Archive files older than days text box enter the period following which the items will be archived In the Archive files bigger than text box enter the size of the messages to be archived Do not forget to select the appropriate units B KB or MB in the down drop box Click Next Example As the default the settings are the following 10 days 0 01 MB It means that messages older than 10 days AND bigger than 0 01 MB will be archived Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Imtallbonhgqurav
74. ger server 32bit and 64bit OS full UNICODE compatibility NOTE Archive Manager and Exchange server must be separate machines Installation of IIS on MS Windows Server 2012 Let s say your archiving software is running on a MS Windows Server 2012 Then you need to install Internet Information Services IIS Upon installation of Internet Information Services IIS you need to enable Active Server Pages as well as ASP NET 2 0 and 4 0 To install Internet Information Services IIS 1 Click Start Administrative Tools and select Server Manager 2 Click Manage Add Roles and Features Server Manager All Servers Manage Tools View Add Roles and Features N f SERVERS All servers 1 total Dashboard BD Alt servers a Add Servers Local Server Filter All Servers Server Manager Properties File and Storage Services gt Server Name IPv4 Address Manageability Last Update Windows Act IIS DEV2012EX 10 16 115 2 Online Performance counters not started 5 2 2013 2 02 43 AM 00184 70311 Page 18 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 3 Click Next and Next again In the Select destination server make sure the Archive Manager server is selected and click Next DESTINATION SERVER Select destination server DeVv20126X dev2012dcsocal Before You Begin Select a server or a virtual hard disk on whi
75. gned to ONE location e ONE Archive server e several Retrieve servers and or e PST Import servers For example one Archive Manager archive service for daily business one PST Import archive service and several retrieve services operating in parallel For more info see the note at the end of the Installing Archive Manager Exchange Edition chapter 1st part of the Archive Manager installation HSM and Archive Manager Search After you have decided on your Archive Manager configuration solution you can start installing Archive Manager As was mentioned before the first step is to install e the HSM Server which takes care of storing and retrieving emails and e optionally the Archive Manager Search Server if you wish to use the fulltext search NOTE When running the Archive Manager Search setup you can choose from different fulltext search engines o Archive Manager Search recommended o MS Search integration NOTE Both HSM and Archive Manager Search can be installed by separate setups or by using the Archive Manager installation package For detailed information on how to install and configure the HSM and Archive Manager Search see the following manuals o HSM Installation and Configuration o Archive Manager Search Page 58 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 2nd part of the Archive Manager i
76. hangeDB one for HSM hsmDB one for Users mtRolesDB and one for Auditing auditingDB The same user for all is srv_exchange Supported databases e MS SQL 2008 and higher e ORACLE 11g and 12c Page 8 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Creation of a database with a database user in MS SQL 2012 is described in Addendum Creating an MS SQL database with a database user NOTE If you prefer working with an ORACLE Database make sure to have similar data database database user password owner of the schema available during the installation of Archive Manager Exchange Edition Hardware requirements The minimal configuration e Intel P4 2 GHz processor e 2 GB RAM Recommended configuration e Dual Xeon e 4GB RAM The application log files and cache folders require 10 GB of HDD space The space for the database and the file store must be calculated from the amount of the messages Software requirements Archive Manager Exchange Edition can be installed on e Windows 2008 R2 SP1 2012 NOTE In case of Windows Server 2008 check the Static Content check box under Server Manager gt Server Roles gt Web Server IIS gt Role Services Page 9 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange E
77. he default role services selected plus select following ASP NET Static Content and Windows Authentication Click Next Add Roles Wizard x ic Select Role Services Before You Begin Select the role services to install for Web Server IIS Server Roles Role services Add Roles Wizard xj Web Server IIS E E Web Server E Common HTTP Feat Select Role Services v Static Content v Default Documet V Directory Browsi 3 Z HTP Errors Before You Begin Select the role services to install for Web Server IIS C HTTP Redirectior Server Roles Role services Description E E Application Developr Web Server II56 Metabase Compatibility provid E provides z as aa Senni jee infrastructure to query and configure JI NET Extensibil lt Hae the metabase so that you can run C asp applications andscripts migratedfrom earlier versions of IIS that use Admin Progress C Client Certificate Mapping Authentication Base Object ABO or Active Directory kae C Us Client Certificate Mapping Authentication Service Interface ADSI APIs C URL Authorization 7 Request Filtering C IP and Domain Restrictions E Performance v Static Content Compression Oo Dynamic Content Compression Management Tools Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Versio
78. he section Addendum specifying which data you should collect before installing Archive Manager For successful installation we recommend going through that list first IMPORTANT NOTE Automated archiving is designed for groups It is therefore crucial to have Active Directory groups synchronized with Archive Manager or at least to create new Archive Manager groups using the Addressbook Manager or the nitial Configuration wizard see the section Enterprise Page 11 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Manager Initial Configuration In Archive Manager jobs automated archiving apply to groups Mailboxes not included in any group can be archived manually only Page 12 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Pre installation tasks Super user 13 e The Archive Manager Server 17 e Assigning administrator rights to the super user over the Archive Manager Server 28 e Assigning rights to the super user over the Configuration Container 30 e Granting the super user permissions in MS Exchange Server 38 e Granting the super user impersonation permissions in MS Exchange Server 40 e Assigning DCOM rights on Windows Server 2008 2012 44 e Creating and mounting a Public Folder
79. igher and Oracle 11g and 12c NOTE This section guides you through the configuration of SQL Server 2012 and creation of a Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 database with a database user In case of SQL 2008 you can use the SQL Server 2008 Configuration for Archive Manager guide To configure your SQL Server 2012 1 Open the SQL Server Configuration Manager and click the SQL Server Services node Both the SQL Server SERVERNAME and the SQL Server Browser services have to run File Action View Help e h B a g SQL Server Configuration Manager Local Name State Start Mode Log On As Process ID H SQL Server Services PHSAL Server Integration Services 11 0 Running Automatic NT Service MsDtsS 1356 dL SOL Server Network Configuration 32bit 5 SQL Full text Filter Daemon Launch Running Manual NT Service MSSQL 2248 gt SQL Native Client 11 0 Configuration 32 E5 SQL Server MSSOLSERVER Running Automatic NT Service MSSQL 1408 b 8 SQL Server Network Configuration C SOL Server Analysis Services MSSQ Running Autornatic NT Service MSSQL 1500 gt 3 SQL Native Client 11 0 Configuration ESOL Server Reporting Services MSS Running Automatic NT Service ReportS 1604 FASAL Server Browser Stopped Other Boot Syste NTAUTHORITY LO 0 E SOL Server Agent MSSQLSERVER Stopped Man
80. igning administrator rights to the super user over the Archive Manager Server We have already created a super user domain account see Creating a super user account Now you need to assign to it local administrator rights on your Archive Manager server computer In case that the Archive Manager Server will NOT be running on the Domain Controller follow the steps described in a In case that Archive Manager Server will be running on the Domain Controller follow the steps described in b a Assigning local administrator rights to the super user not on the Domain Controller Assume that Archive Manager will not be running on the Domain Controller Then you need to assign Page 28 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 29 local administrator rights to the super user on the Archive Manager Server computer To assign local administrator rights to the super user srv_exchange on the Archive Manager server computer 1 On the intended Archive Manager Server computer right click My Computer and in the context menu select Manage or in Windows Server 2012 open Computer Management by running compmgmt msc Double click the Local Users and Groups folder to expand it Double click the Groups folder In the right pane right click Administrators and in the context menu select Properties The Ad
81. iguration node and select Properties Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Ti Console1 View Favorites Window Help e amare Tai Console Rooth ADSI Edit e New New Window from Here Rename lt gt Opens property sheet For the current selection 7 On the Security tab of the Properties window click Add to add the super user Page 34 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 8 When the super user is added locate it in the list view and click Advanced Page 35 CN Configuration DC XDEMO DC LOCAL Properties Attribute Edto Security Group or user names Administrators KDE MO Administrators 8 Authenticated Users sti Domain Admins gt lt DEMO D omain Admins fti Enterprise Admins KDE MOS Enterprise Admins 4 ENTERPRISE DOMAIN CONTROLLERS Pe il Add Remove p neme Permissions for Administrators Allow Deny Full Control Read Write Create All Child Objects Delete All Child Objects Manage Replication Topology For special permissions or for advanced settings Advanced click Advanced SOOOOO OOOO Cancel Apply Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS E
82. iguring the database see the section Configuring the database in the chapter Post Installation tasks Therefore a database with a database user must be available before installing Archive Manager NOTE The Archive Manager light setup does not create a database automatically Page 7 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Database The database used by Archive Manager has basically four parts Archive Manager part HSM part Users part and Auditing part optional Archive Manager light setup does NOT create databases automatically Archive Manager part One database can include all these parts However if you plan to archive 1 000 000 and more emails we recommend creating a separate databases for all three parts These HSM part databases are then easier to back up and are not growing quickly Users Auditing part If auditing feature will be used a separate database for auditing part must be created NOTE The owner can be the same for all databases or you can create different owner for each database Databases with the database user s who in addition should be the owner s of these databases have to be available before installing Archive Manager because you will be asked for this data during the installation of Archive Manager In this manual we use one database for Archive Manager exc
83. ile copied Source C Program Files Metalogix MAM4Exchange Tools Forms Templates P lt File copied Source C Program Files Metalogix MAM4Exchange Tools Forms Templates P lt Publishing Form IPM Appointment oft OK Publishing form IPM Contact oft kK 3 Publishing form IPM Task o Publishing form PamMessage Document of Publishing form PamMessage Forwarded oft Publishing form PamMessage oft Publishing form PamMessage Post o eee Publishing form PamMessage Replied oft OK gt Temporary folder removed Activating mailboxes Page 91 After publishing the forms for the super user previous chapter it is necessary to activate all mailboxes which you plan to archive To do so open Outlook with super user account go to Tools Forms Choose form NOTE In Outlook 2013 click Home tab New Items More Items Choose Form in the new dialog list choose the Organizational Forms Library keep the SHIFT key pressed on your keyboard and double click to load the form called PamMessage there are 4 of them use the qin one it is the one with an icon of archived message A to display the icon click Advanced it will open and look like a normal email Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 send this email to all mailboxes you plan to archive Now you have activated all mailboxes and they
84. imary Retrieve Server column must contain the name of your Archive Manager server If you use a dedicated server for retrieving then you should write the name of this Retrieving Archive Manager server on this column The Secondary Retrieve Server column is usually keeping a different value than the one written on the previous column That s because the forms can do a switch and try two values in case one is not accessible EXAMPLE If you have only ONE Archive Manager server always set on the Primary Retrieve Server column the NETBios name of your Archive Manager server and on the Secondary Retrieve Server the IP Address of the very same machine Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 e If you have MORE Archive Manager Servers i e you have a dedicated retrieve server for your Archive Manager then on the Primary Retrieve Server column you have to provide the NETBios name of the Retrieving Archive Manager Server while in the Secondary Retrieve Server column you have to provide the NETBios name of the Archiving Archive Manager Server 9 Now define your retrieval settings Check the Use SSL https in server communication check box if you use the https in your domain communication The Open message as read only check box is selected as default so that archived emails would open as read only for your users Do
85. it o Outlook 2016 32bit Page 62 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 For more information on how to use and configure the PST Importer see the Administrator manual for PST Importer IMPORTANT NOTE The PST Import component can easily be installed on any machine with the following minimum requirements e Windows Server 2008 R2 SP1 e NET Framework 2 0 SP2 e Outlook 2007 Administrative tools By selecting this option you will install the Configuration tool and the Enterprise Manager which are included among administrative applications of Archive Manager These tools can be installed and used on several computers For instance you may decide to use Enterprise Manager not only on the machine where Archive Manager Server is running i e not only on the machine where Application server is selected during setup In that case you must select ONLY Administrative tools when running Archive Manager Exchange Edition setup on the new machine Several users can then have access to full management of Archive Manager Forms Installer Forms Installer contains custom forms and Formsinstaller exe tool which publishes the forms in the Organizational Forms Library It can only be used on a computer where Outlook is running You can also choose any client machine with Outlook 2016 32bit 2013 32bit 2010 32bit
86. ith a possibility to retrieve any of the versions Moreover our full text search engine provides searching through the archives by applying various search criteria At archiving Archive Manager replaces archived emails on the MS Exchange server with a shortcut which takes up much less space Messages remain available however and end users can work with them as usual This helps you to increase capacity on your MS Exchange server Furthermore our OWA support lets you access archived e mails easily without any reconfiguration via Web Access Thanks to the shortcut delay feature even Blackberry users can read their archived emails Archive Manager also offers an Offline Folder Service for those who wish to access their mails while on the road Emails can be copied into the Offline Folder using a standard synchronization process Archive Manager comes with a plug in for MS Outlook that gives users authorized by the administrator the ability to control certain archive functions themselves The system is fully automated and the administrator needs to specify the attributes of its behavior only Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Process of archiving with Archive Manager Archive Manager Exchange Edition transfers the desired email with its attachments to the HSM system It is the HSM system that takes care of storing
87. ive Manager Serviceses s ssssssssssssesseeseseseeseseeeeeneesnseseeessssesessesesanaeseeaesensnaecesaeseeanaeseeaeaes 93 Enterprise Manager Initial Configurations s sssesseseeseeseseeteeneeseseereseneeseseeeeeeneeaeneeneaenenanarees 93 Exchange Server Tools Installation s 1 sssssssssssssseescsesesseseseseeseeseseeneesecseneeecaessesecsusaeseeseeaeenanes 105 Testing after installations ssssssessesesesseseeeseeseeeneeseceeseesecseseesecausaesneseeaeseseeseceaneesessanensesaanananes 107 Addendum 109 Installation checklisten i irsinin aaa aa a a a aa a a a a a aaa a aa a aaa AA a haana aa Aaaah 109 Office 365 Configuration Details sssessesesseessssesesscesseneesenecseseneeseseceenenaeseseesaneeaeseeeeseneeseaeeens 110 Creating an MS SQL database with a database USC sssessseesessseesesseeseeseeeeeeneeneeeeseneeceeeeeaees 119 Page 4 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Introduction About this book This manual gives an introduction to Archive Manager Exchange Edition the email archiving tool In this manual we will explain how to manually install and configure Archive Manager Exchange Edition for Microsoft Exchange Server 2010 using the light setup Besides the light setup Archive Manager can be installed by the Install package which performs all pre requisite tasks and necessary configuration itself
88. ix Archive Manager Exchange Ed Advanced Install Version 7 2 Log On Service advanced El General Binary Path CAProgram Files o6 Microsoft Si Error Control 1 Exit Code 1077 Host Name 7ODB2 Name SOL Server Browser Process ID 0 SOL Service Type Start Mode Disabled Automatic Disabled a ee Start Mode The start mode of this service 4 Inthe SQL Server Configuration Manager expand the SQL Server Network Configuration node from the navigation tree On the Protocols for SQL node you need to enable the Named Pipes the Shared Memory and the TCP IP protocols File Action View Help e 5 E a B 8 SQL Server Configuration Manager Local Protocol Name Status E SOL Server Services Y Shared Memory Enabled g SOL Server Network Configuration 32bit Y Named Pipes Enabled b 3 SQL Native Client 11 0 Configuration 32t 3 TCP IP Enabled 4 4 SQL Server Network Configuration H Protocols for MSSQLSERVER b 3 SQL Native Client 11 0 Configuration Page 121 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 5 Instead of enabling the TCP IP using the context menu we recommend opening its Properties window This window has two tabs Protocol and IP Addresses On the Protocol tab set the Enabled to Yes Protocol IP Addresses El General Enabled Keep Alive Lis
89. ized to perform More Actions C Services Distributed COM Users Members are allowed to launch acti Fi WMI Control amp Event Log Readers Members of this group can read eve Local Users and Groups Guests Guests have the same access as me E users ms_tusrs Built in group used by Internet Infor C Groups a Network Configuration Members in this group can have som Storage amp Performance Log Users Members of this group may schedule amp Performance Monitor U Members of this group can access p Power Users Power Users are included for backw amp Print Operators Members can administer domain prin amp Remote Desktop Users Members in this group are granted t amp Replicator Supports file replication in a domain Users Users are prevented from making ac 3 Double click the Distributed COM Users group in the right pane to open its Properties window and then add the super user srv_exchange account to this group Page 41 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Distributed COM Users Properties 21x General g Distributed COM Users Description tivate and use Distributed COM objects on this machine Members 2 srv_exchangeVMxDEMO Cancel Apply 4 After adding the required account to the Distributed COM Users group yo
90. le the archiving Page 13 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 process Later we will describe how to assign permissions over the mailboxes to the super user IMPORTANT NOTE You need to create a super user account with a mailbox and with all additional rights which will be described later before running the installation of Archive Manager since you will be asked for its name and password when running the Archive Manager Setup Please keep in mind that the password of this super user must not be blank Creating a super user account Note that it may take some time for the super user account to be registered in Active Directory Users and Computers The account cannot be used until the registration is complete The length of the delay depends on how Exchange Server is set up to replicate recipient information To create the super user account 1 Click Start Programs Administrative Tools Active Directory Users and Computers 2 In the left pane of the Active Directory Users and Computers window double click the container where you want to create the srv_exchange account 3 Click the Action menu click New and then User The New Object User window is displayed 4 Complete the New Object User window enter srv_exchange and click Next 5 In the next window select the Password never expires check box Enter a
91. ll start all of the services allowing for archival and retrieval to begin Start services F Enterprise Manager Enterprise Manager is the management tool for configuration and maintenance of the entire archiving environment After starting the Start EM Enterprise Manager you will be run through an initial configuration wizard for ease of use Close This dialog lists post installation tasks which have to be completed after installation Configuration Configuring your already installed databases Forms Publishing Publishing the Custom Forms of Archive Manager Start Services Start the Archive Manager services Enterprise Manager Run the Enterprise Manager to start populating Archive Manager with users and mailboxes and archive the first emails The last task is to be completed on the Exchange Server not included in the Postinstall dialog Fe IN a Page 74 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 5 Exchange Server Tools installs tools necessary for reading permissions For information on how to complete the tasks read the following sections Each of the above mentioned steps can be done once you click the relevant Start button on the dialog The Postinstallation tool can be launched also from lt installdir gt Metalogix MAM4Exchange Tools LaunchTools LaunchTools exe Configuring the dat
92. local Users G New Mail Contact A Toolbox SEN test exdemo local Users user001 exdemo local Users zsolt exdemo local Users New Mailbox New Mail User New Distribution Group g fS New Dynamic Distribution Group Export List View Refresh Help Administrator fg Enable Archive Disable gt Remove i Enable Unified Messaging oa New Local Move Request gt E New Remote Move Request 3 In the right pane click on the New Mailbox Page 15 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 9 Exchange Management Console File Action View Help Flm ele Microsoft Exchange Recipient Configuration Entire Forest 8 objects 3 Microsoft Exchange On Premises ssa Organization Configuration amp Server Configuration B Mailbox Recipient Configuration Modify Recipient Scope 3 Modify the Maximum Numbe Distribution Group fObDiscovery Search Mailbox DiscoverySearchMailbox exdemo local Users per Find 8 Mail Contact Apeter peter exdemo local Users A New Mailbgy Disconnected Mailbox Asce sce exdemo local Users k Move Request Asrv_exchange srv_exchange exdemo local Users Q3 New Mail Contact 28 Toolbox Atest test exdemo local Users E a 4 New
93. lowed limit therefore the throttling policy must be changed for the super user Summary of tasks Assign super user srv_exchange the View Only Organization Management role Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Il Assign super user srv_exchange the Public Folder Management role lll Grant super user srv_exchange permissions to all mailboxes IV Change client throttling for super user srv_exchange Summary of cmdlets which carry out the above mentioned tasks Add RoleGroupMember Identity View Only Organization Management Member srv_exchange Add RoleGroupMember Identity Public Folder Management Member srv_exchange GeuSMamiboxDawabase Add ApPermilss tons User Hesry exchange ACCSSSRILGNTES ExtendedRight ExtendedRights Receive As ms Exch Store Admin InheritanceType Al1l1 New ThrottlingPolicy MAM4Exchange Set ThrottlingPolicy MAM4Exchange RCAMaxConcurrency null RCAPercentTimeInAD Snull RCAPercentTimeInCAS null RCAPercentTimeInMailboxRPC Snull Set Mailbox srv_exchange ThrottlingPolicy MAM4Exchange Find the detailed description of the process in the following lines Add super user srv_exchange the View Only Organization Management role 1 Run the Exchange Management Shell from Start Programs
94. lowing sections Description of the features as well as the section How to select the features You must select appropriate features depending on your LAN configuration Page 61 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Archive Manager Exchange Edition x Select the features you want to install and deselect the features you do not want to install Description _ i Application Server PST Import Application server contains the A Administrative tools core services for an Archive or Foren inci Retrieve Server It is not is recommended to install the Auditing Application services on the Monitoring service Exchange Server For more Documentation information please read the Installation guide H 112 06 MB of space required on the C drive 67209 80 MB of space available on the C drive Description of the features Application Server Please select this option only for the computer where Archive Manager Server will be running By selecting this option you will install the basic components of Archive Manager PST Import As for PST Import it is an application collecting and archiving users PST files It can be used only on the machine where MS Outlook is installed Supported Outlook versions o Outlook 2007 o Outlook 2010 32bit o Outlook 2013 32b
95. lugin path C Program Files x86 Common A PamConfig MultiTenant dll _ Status Loaded 4 Select the product to configure on the left side The Configuration tool has different tabs Auditing only in case that Auditing feature was selected during the installation HSM which is configured after the HSM installation see the HSM Installation and Configuration manual Exchange Archive which is used to configure the Archive Manager Users should be configured for correct function of ArchiveWeb Search only in case that MAM Search was installed as an optional feature Fulltext tab only in case that old fulltext engine is used You will notice that each tab of the tool Exchange Archive HSM Users and Auditing has 2 subsections the Configuration section and the Execute Scripts section Always start with the Configuration subsection since you will first need to set the connection parameters in order to run the sql scripts IMPORTANT NOTE Once configured you must NOT change the following values in the Configuration tool on any of the tabs e Initial Catalog this is the default Database where the system is writing and reading from Page 76 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 This name should never be changed unless you do not specifically restore all the prior archived
96. mailbox window pops up Select the User mailbox radio button and click Next y New Mailbox E Introduction Introduction E User Type This wizard will guide you through the steps for creating a new mailbox resource mailbox linked mailbox and mail enabling an existing user LJ New Mailbox Ch ase cose mailbox type LJ Completion A This mailbox is owned by a user to send and receive messages This mailbox cannot be used for resource scheduling C Room Mailbox The room mailbox is for room scheduling and is not owned by a user The user account associated with resource mailbox will be disabled Equipment Mailbox The equipment mailbox is for equipment scheduling and is not owned by a user The user account associated with the resource mailbox will be disabled C Linked Mailbox Linked mailbox is the name for a mailbox that is accessed by a security principal user in a separate trusted forest Help lt Back Ls Cancel 5 In the next window switch to the Existing user radio button Click Add and locate your super Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 user Then click OK BS Introduction BB User Type L New Mailbox Ld Completion 6 Click Next a New Mailbox Existing users User Type You can create a new user or select existing users for whom you want to cr
97. ministrators Properties window opens Click the Add button Enter srv_exchange in the text box and click OK Confirm by clicking Apply and OK NOTE This super user account must not be a domain administrator b Assigning local administrator rights to the super user on the Domain Controller Assume that the Archive Manager will be running on the Domain Controller Then to assign it the local administrator rights 1 On the Archive Manager Server open the Active Directory Users and Computers click Start Administrative tools Active Directory Users and Computers Locate the super user account srv_exchange in your Active Directory You can simply right click the domain node and search for it using the Find icon in the toolbar Right click svr_exchange and in its context menu select Properties In the svr_exchange Properties window click the Member of tab Click the Add button to open the Select groups window In the Select groups window make sure to insert your domain name in the From this Location box In the Enter the object name to select text box write Administrators and click the Check Names button Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 8 Click OK Click Apply and then OK Assigning rights to the super user over the Configuration Container We have to grant the super
98. mp Add new Exchange Server wizard Owin Authentication for 0365 Authentication code was successfully retrieved Click Next to continue By clicking Next original window with information about 0365 tenant appears Page 118 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Imtal Gontiguravion Wizard Azure AD configuration Organization Name in Office 365 f org onmicrosoft com Po Client ID see Azure application PT Client Secret see Azure application PT Autodiscovery Url https testconnectivity microsoft com PT Username must be Office365 admin pe Password lt 9 e Security token will be used for retrieval of information from Azure AD NOTE Security token must be provided always when application is communicating with Azure AD i e during adding of 0365 groups or 0365 mailboxes procedure This is also reason why automatic synchronization of groups and mailboxes from Azure AD will not work Therefore it is recommended to use default authentication which does not require usage of security tokens Creating an MS SQL database with a database user Page 119 When planning to install Archive Manager an empty database s and an appropriate database user must be created before running the setup The database providers supported by Archive Manager are MS SQL Server 2008 and h
99. n 7 2 Page 25 5 Click Install to begin installation of IIS Finally click on Close to exit Add Roles Wizard ic Confirm Installation Selections This server might need to be restarted after the installation completes N Web Server 11S Find out more about Windows System Resource Manager WSRM and how it can help optimize CPU usage Web Server Common HTTP Features Static Content Default Document Directory Browsing HTTP Errors Application Development ASP NET NET Extensibility ISAPI Extensions ISAPI Filters Health and Diagnostics HTTP Logging Request Monitor 6 Now in Server manager click Features node gt Add Feature and select Net Framework 3 5 1 Features Net Framework 3 5 1 and click Install Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 E Server Manager oix Fie Action View Help e9 2m H E Server Manager 40ADDC1 re Roles g Features B Diagnostics ai Configuration amp S Storage i G view the status of features installed on this server and add or remove features Features Summary B Features Summary Help Features 4 of 42 installed Add Features Wizard xi an Select Features Select one or more features to install on this server Confirmation Features Description Progress Mi
100. nal GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Y intial bonhguravon Wizard Azure AD configuration Organization Name in Office 365 forg onmicrosoft com Po Client ID see Azure application Po Client Secret see Azure application Po Autodiscovery Url https testconnectivity microsoft com PT Username must be Office365 admin PT Password Loo Rh In the next dialog select the Azure AD group which you want to import to Archive Manager Page 100 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 101 imtal Gonfiguravon Wizard Choose group in Azure AD Choose one group in Azure Active Directory Group Name Path All Users Metalogix Software All Users CoolGroup MetalogixSoftware622 onmicrosoft com CoolGroup ArchiveManagerUsers MetalogixSoftware622 onmicrosoft com ArchiveManagerU WinRMRemotewWMIUsers_ MetalogixSoftware622 onmicrosoft com WwinRMRemotew she MetalogixSoftware622 onmicrosoft com she DnsAdmins MetalogixSoftware622 onmicrosoft com DnsAdmins SuperTestGroup MetalogixSoftware622 onmicrosoft com SuperTestGroup TestGroup MetalogixSoftware622 onmicrosoft com TestGroup DnsUpdateProxy MetalogixSoftware622 onmicrosoft com DnsUpdateProxy Further dialogs are the same
101. nd running and execute that script on the Exchange Archive tab only later 5 In case of SQL Authentication click Next once more to accept the database login user and its password Page 82 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Database conhgurauon Execute scripts Specify the user under which to execute database scripts Please specify user under which to execute database scripts The user must be allowed to create or modify tables and procedures in the database Authentication SOL Server Authentication Database user srv_exchange Password O I want to see the SQL script before execution For advanced users 6 Click Next to execute the scripts Page 83 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 84 Database Conhigurauon Execute scripts Execute SQL scripts Here you can execute the selected SQL scripts to set up the database 10 11 01_exchangeTables sql 02_exchangeFunctions sql 03_exchangeProcedures sql 04_exchangeStandard alues sql 05_exchangeUpdates sql 91_exchangeConversionTables sql parentFolderConv SQL sql When the process finishes click Finish Then switch to the Exchange Archive Supporting Services tab It lists two
102. ng archived we recommend dedicating an additional server where only the Archive Manager retrieve part will reside In this manual we describe two LAN configurations in detail Common config containing ONE Archive Manager server e MS Exchange Server one machine e Database Server Archive Manager Server HSM Server Archive Manager Search Server PST Import Server second machine LoadBalancing config containing MORE Archive Manager servers e MS Exchange Server one machine e Database Server second machine e one Archive Manager Archive Server third machine with optional PST Import e one Archive Manager Retrieve Server fourth machine e HSM and Archive Manager Search Server fifth machine HSM server setup and optional Archive Manager Search server setup must be installed first 15t part of the installation section Page 57 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Then run the Archive Manager setup on all other servers except the Exchange and Database Server nd 2 part of the installation section NOTE To achieve load balancing and enable multiple archiving for large organizations scattered around the globe Archive Manager provides you with the possibility to configure several Archive Manager Archive servers distinguished by a unique identifier the LocationID More servers can be assi
103. not change these settings unless it is necessary When this option is not checked users are allowed to modify archived emails but these changes are not reflected in the archive When finished click Next and then Install to publish the custom forms NOTE Users with Archive Manager Outlook Addin installed can modify archived emails by creating new email versions in archive even if the Open message as read only check box is selected Forms installer Outlook Forms Setup Retrieval settings TF you are not sure with these settings leave this page unchanged or read the documentation IT Use SSL https in server communication V Open message as read only 10 After the attempt of publishing each of the eight forms you will get a result in the Forms Installer tool If the result is OK your installation of the forms is successful You can check them Page 90 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 if you go in Outlook to Tools Form Choose Form and then list from the Organizational Forms Library When done click Finish and your custom forms are now installed Forms installer Outlook Forms Setup Install progress File copied Source C Program Files Metalogix MAM4Exchange Tools Forms Templates P lt File copied Source C Program Files Metalogix MAM4Exchange Tools Forms Templates P lt F
104. nseedcsereseterciertietiaenias 51 Setting up language for the forms folder ss s s ssssssssessessnesssensesmnsesnsessessnsnensanensansnesnensnnesanens 52 Installing Archive Manager Exchange Edition 57 1st part of the Archive Manager installation HSM and Archive Manager Seares eanan AR a AEEA asses aieaateaanandaesaanaasivensasnes 58 Page 3 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 2nd part of the Archive Manager installation Components S lecti n sertar arnat aa e aaa aa Ea E a a E aa aa SE aa A na a a ENa LEAK aaa EEEa 59 Description of the featuresuesssssssssssssssssessssssasessssassassnasssssstnassstnstsastantsssntnassaenannsssnesnattnstn 62 How to select features for various types Of LANssssssssssssesssenssnassnssnsssnstsnsasnensenansnsnssesustsansnstsnatn 64 Finishing the installation s ssssesseessseeseseeseseeseeseeeeneeseceeneeseceessesecaesaeseeseeaesesseesesseeeseseesenaesaneananes 68 Post installation tasks 74 Configuring the database s sssesseesseseeeseseeeeseeeeseneeensecsseneeseseseseneeseeeseaenanaesesseenanaeseaaeneeanas 75 Publishing Archive Manager FOrms r rssesssesesseesssseissseeesneeeeaneaneanenseaseneesensensaneeneaneaneanenseatenseaeenss 85 Activating mail bOXe Se esressessessstesstsssssetusetsstusetusstestiusetusttusstiuseiiseiiastiuertiastissetisetiasinsstiseetnenasstiatty 91 Start Arch
105. nstall Description eof OWS 2010 Extension i Exchange Server Tools OWA 2010 extension installs the components necessary to access archived emails from MS Exchange Server OWA This feature can be installed only on MS Exchange Server 2010 with the Client Access role 4 11 MB of space required on the C drive 3827 05 MB of space available on the C drive Cancel 6 As alast step you need to configure the permission synchronization server To do so on Archive Manager server launch the Enterprise Manager Go to Tools Addressbook Manager General tab Under Automatic permission synchronization parameters click Settings In the pop up dialog enter the name of the Exchange server on which you have just installed Page 106 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 the Archive Manager Extension Session View Tools Help Synchronization Setup d CA lel BS TD Permission synchronieauon opuons Selection Scheduling General settings T Allow mailbox permission synchronization I Allow MAPI permission synchronization FavYontes IT Allow Public Folders MAPI permission synchronization w Servers To read mailbox permissions an Exchange System Manager is required IF you do not have ESM installed locally you need to Gruups specify a computer name where ESM is installed
106. nstallation Components Selection Page 59 When your HSM and Archive Manager Search are installed you can continue with the Archive Manager installation We will use the separate Archive Manager Exchange Edition setup This setup is also a part of Archive Manager Installation Package You can run the installation package and then select just the Metalogix Archive Manager Exchange Edition component NOTE Make sure that all MMC applications the System Manager tool the Services window etc are closed before running the Archive Manager setup Run the setup while being logged on to the server with a domain account with local administrative permissions On the Welcome page click Next On the License Agreement page read the license agreement If you agree select the accept the terms of the license agreement option and click Next to continue Archive Manager Exchange Edition x Metalogix GmbH METALOGIX IS WILLING TO LICENSE THIS SOFTWARE TO YOU ONLY ON THE CONDITION THAT YOU ACCEPT ALL OF THE TERMS AND CONDITIONS IN THIS LICENSE the License AND INDICATE YOUR ACCEPTANCE PLEASE READ THE TERMS CAREFULLY BEFORE INDICATING YOUR ACCEPTANCE BY ACCEPTING THIS LICENSE YOU ACKNOWLEDGE THAT YOU HAVE READ THIS LICENSE UNDERSTAND IT AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS IF YOU DO NOT AGREE TO THESE TERMS YOU MAY NOT INSTALL OR USE THE SOFTWARE Grant of License Software Support and Maintenance The METALOGI
107. on LAN Architecture IMPORTANT NOTE There is a special Archive Manager Exchange Edition_64bit_Extensions setup to be downloaded together with the Archive Manager Exchange Edition setup This Archive Manager Exchange Edition_64bit_Extensions setup installs Exchange Server Tools which are necessary for reading permissions and Archive Manager components for OWA 2010 optional Archive Manager Exchange Edition_64bit_Extensions setup is dedicated to run only on Exchange 2010 Server running Windows Server 2003 64bit see the Archive Manager Exchange Edition Installation of Optional Features manual How to select features for various types of LAN As mentioned in LAN Architecture section Archive Manager is a product of high scalability and administrators can decide for various types of LAN It is important to select the correct features for your servers when installing Archive Manager Further we discuss two most common LAN configurations in detail o containing ONE Archive Manager Server Common config o containing MORE Archive Manager Servers LoadBalancing config I Common config Possible LAN configuration e MS Exchange Server one machine e Archive Manager Server HSM Server Archive Manager Search Server PST Import Server Database Server second machine Please select the features on the Select Features page as described below Page 64 Copyright Metalogix International GmbH and Idera Inc
108. on Wizard Archive Settings Select the default retention category sar or create a new retention category Email filtering Archive Files older than 10 days Archive files bigger than 0 01 me In the Job Settings dialog you will define job i e scheduled task that will perform the archiving of messages for the given group You can either Select an existing job or Create a new job In the case of fresh installation there are no jobs yet You have to create one by selecting the Create a new job option In the Job name text box enter the name for the job Then define the Schedule interval i e the interval after which the job is restarted If the Start the job automatically is checked the job starts archiving automatically when the configuration finishes If it is not checked you will have to start the job manually Page 102 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 intial lontiguravion wizard Job Settings Select an existing job z Create a new job job rane Schedule interval days M Start the job automatically C lt Back J Fash Finally click Finish In the final report dialog you can read the summary To conclude click Close NOTE Check the Do not show this wizard the next time check box so that the wizard is not started every time you open Enterprise Manager Howe
109. ot Selected property gt Foperty name s as Other names Tag S A azs Export item properties Ox3FD60040 OGF VJ Additional properties 0x3FE8000A PR_ADDRESS_BOOK_DISPLAY_NA 0x3FE 4 EFORNM SI RERERBOS PR_ICS_CHANGE_KEY 0x665 Or Advanced Find all named props SLOW Ox665 gt OFFLINE ADDRESS BOOK Count named props 0x671 b SCHEDULE FREE BUSY Call CopyTo OxOFF Edit given property i DOF Open property as table R p 0x361 E PR_ATTR_HIDDEN PidTagAttri 0x10F 6 In the new window click enter the number 0x3FE90003 in the Property tag text box It defines the PR_EFORMS_LOCALE_ID property Check it in the Property name box Then click OK Page 53 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Edit Given Property PREFORMSJOCAEDO Property Type Named Property Kind MND D Named Property Name MNID_ID names in hex 0x00003FE9 Named Property GUID t00020328 0000 0000 C000 000000000046 PS MAPI OK Select Property Tag Create Named Property Cancel 7 In the pop up Property Editor window type the required locale ID 1033 for English in the Unsigned Decimal box and click OK Page 54 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Property Editor Tag 0x3FE9000
110. owsazure com MetalogixSoftware622 onmicrosof Active Directory Windows Tell us about your application NAME Archive Manager App Type WEB APPLICATION AND OR WEB API O NATIVE CLIENT APPLICATION For the sign on URL enter the base URL for the sample which is by default https localhost 44322 NOTE It is important due to the way Azure AD matches URLs to ensure there is a trailing slash on the end of this URL If you don t include the trailing slash you will receive an error when the Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 application attempts to redeem an authorization code 8 For the App ID URI enter https lt your_tenant_name gt WebAppGraphAPI replacing lt your_tenant_name gt with the domain name of your Azure AD tenant For example https metalogix com WebAppGraphAPI Click OK to complete the registration 9 While still in the Azure portal click the Configure tab of your application Find the Client ID value and copy it aside you will need this when connecting to 0365 in Archive Manager amp gt 8 https manage windowsazure com MetalogixSoftware622 onmicrosof O Active Directory Windows X Microsoft Azure v testuser1 MetalogixSoftware622 onmicrosoft com a HEH archive manager app Q 42 DASHBOARD USERS M BSB TestApp Content
111. plications You may also set limits on applications that determine their own permissions Caution Modifying access permissions can affect the ability of applications to start connect function and or run securely Emmis Enah r Launch and Activation Permissions You may edit who is allowed by default to launch applications or activate objects You may also set limits on applications that determine their own permissions Caution Modifying launch and activation permissions can affect the ability of applications to start connect function and or run securely Edit Limits Edit Default Leam more about settina these properties 6 In the Access Permission dialog add the Distributed COM Users group and the NETWORK SERVICE using the Add button The Distributed COM Users group needs both local and remote Access permissions The NETWORK SERVICE needs only local Access permissions Then click OK IMPORTANT NOTE When trying to Find Distributed COM Users and the computer is not a domain controller change the location to local computer Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 45 Default Security Default Security Group or user names Group or user names F Distributed COM Users WIN CNTG7Y06B09 Distributed C Distributed COM Users WIN CNTG7Y06B09 Distributed C
112. pyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 fii Console Sie st File Action Yiew Favorites Window Help New Ctrl N Open Ctrl O0 Save Ctrl S Save As Add Remove Snap in There are no items to show in this view Options 1 C WINDOW S compmagmt msc 2 C WINDOWSI services msc 3 C AWINDOWS system32 dsa msc 4 C WINDOWS Inetsrv iis msc Exit fadds or removes individual snap ins WY 3 In the pop up window click Add Select ADSI Edit in the pop up Snap in list and click Add again Then click OK Standalone Extensions Use this page to add or remove a standalone Snap in from the console Snap ins added to E Console Root he fal Add Standalone Snap in 2 xi Available Standalone Snap ins 42 NET Framework 1 1 Configuration Microsoft Corporation Active Directory Domains and Trusts Microsoft Corporation fig Active Directory Sites and Services Microsoft Corporation Bactive Directory Users and Comput Microsoft Corporation of Activex Control Microsoft Corporation SERI Microsoft Corporation Authorization Manager Microsoft Corporation Bessien Certificate Templates Microsoft Corporation E Certificates Microsoft Corporation fa Certification Authority Microsoft Corporation gt Description low level Active Directory Services Interface edi
113. quest text from the Activation request text box or save it as a file click the Save to file link On the machine with internet access open the Metalogix Activation URL http www metalogix com OfflineActivation Paste the Activation Request text you have copied or Browse for the file you have saved and click Activate Activation text is generated Again copy the text or save it as a file Back on the Archive Manager server click Next to proceed to the Enter your Activation Response dialog Paste the Activation text you have copied from the Metalogix web page or load the file Page 60 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Click Next then Finish In the next window you can check the location where the Archive Manager folder with all the application necessary files will be installed The default destination location is C Program Files Metalogix You can use the Change button to change the destination directory if you wish Then click Next Archive Manager Exchange Edition x A Install Archive Manager Exchange Edition to C Program Files x86 Metalogix fnstallSrield The next step is very important as in the following dialog Select Features window you are selecting which features of Archive Manager will be installed We will describe how to select the features in a separate section see the fol
114. rchive Manager Exchange Ed Advanced Install Version 7 2 Start Archive Manager services You are now ready to proceed to the next post installation task starting the Archive Manager services on your archiving server Click the relevant Start button in the Postinstallation window or You can also start services when running the batch file from lt installdir gt Metalogix MAM4Exchange Tools Start bat NOTE Maybe in the future you will have to restart the Archive Manager services to load some special settings for your email archiving In that case use always the batch tools Stop bat and Start bat located in the same directory lt installdir gt Metalogix MAM4Exchange Tools Enterprise Manager Initial Configuration Page 93 Once the Archive Manager services are all started you can proceed with opening the main archiving tool of Archive Manager called Enterprise Manager where you will have to populate the Archive Manager with users in other words synchronize your users whose emails you wish to archive Additionally the Initial Configuration wizard will lead you through all settings necessary for archiving To open the Enterprise Manager click the last Start button in the Postinstallation window or launch it from Start Programs Metalogix Archive Manager Exchange Edition Enterprise Manager Copyright Metalogix International GmbH and Idera Inc 2008 2015 S Exchange Server 2010 Metalogix Ar
115. rnational GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 File View Help e Hile Gy Start Page b CE DEV2012EX DEV2012DC adm Filter eJ DEV2012EX Home Y Go GyShowAll Group by Area Open Feature Manage Server ASP NET E NET Pages and Controls IIS amp Editor Authorizat Compilation Authentic Compression ISAPI Filters Configurat Z NET a amp NET Error NET NET Trust Pages Globalization Levels amp A Providers Application Settings Connection Machine Key Strings Session State SMTP E mail Default Document D F g Logging MIME Types Modules Feature Shared Delegation Configurat amp A Error Pages Output Caching 2 Handler Mappings oe eS Request Filtering ISAPI and Directory Browsing Respon Worker Processes Server Certificates Management Restart Start Stop View Application Pools View Sites Change NET Framework Version Get New Web Platform Components Help Online Help Ertur vien JE Content view 2 Check if ASP NET v2 0 and 4 0 ISAPI extensions are installed and allowed SF gt DEV2012Ex wx A File View Help Connections HIA 18 E Start Page b KE DEV2012EX DEV2012DC adm Page 22
116. section you must assign a server role to your Archive Manager server depending on your LAN architecture Go to Enterprise Manager Tools Options Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Server settings Server roles tab In the Server role down drop box choose from the following server roles e Archive server e Retrieve server e PST Import server In case of only one Archive Manager server in your environment assign the Archive server role to it In case of more Archive Manager servers remember that in one Location there can be ONE Archive server several Retrieve servers and PST Import servers Any other Archive server must have a unique LocationD For more information see the section Installing Archive Manager Exchange Edition Enterpnse Manager amp Options i a Session View Tools Help gs a eB Mailbox rights manager Groups Settings Check mailboxes Set filter Create folders Server Role Public Folders Shortcut seeker Server role B Server settings Select the server role Export tasks Archive Serve gt Statistics aie if EEE RISISE RIE a ver will never run scheduled Addressbook Manager PST Import Server oreo is important to note that two LJ Mebraue UobPer archive servers are not allowed in the same location Settings 1 Z zarci satinga
117. services running on the background ensuring smooth Archive Manager functionality If Archive Manager itself is installed on the local machine just click Apply Otherwise specify machine name instead of localhost and port for the computer where Archive Manager is installed Now switch to the Users tab Configure it in the same way as the Exchange Archive part Use either the dedicated database mtUserDB or the same database that was used for Exchange Archive part If you have installed Auditing feature switch to the Auditing tab to configure the Auditing database The process is similar to Archive Manager database configuration configure the auditingDB and run the scripts NOTE Auditing log targets and configuration are described in detail in the Auditing manual When you finished close the database Configuration tool Archive Manager database is now configured Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Publishing Archive Manager Forms Page 85 As suggested back in the Postinstallation window the second step will be FormPublishing You need to publish the custom forms for Archive Manager in the Organizational Forms library of each Exchange Server you plan to archive These custom forms need to be installed with the Formsinstaller exe tool This tool is as default installed on the Archive Manager s
118. sions that can run on the Web server Group by No Grouping z Description Path ASP NET v2 0 5 Allowed ASP NET v2 0 5 Allowed ASP NET v4 0 3 Allowed ASP NET v4 0 3 C Windows Microsoft NET Framework C Windows Microsoft NET Framework C Windows System32 RpcProxy RpcPr Edit X Remove Edit Feature Settings Hep Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Installation of the NET Framework Since Archive Manager is built on NET technology both NET Framework 3 5 and 4 5 is required You can download NET Framework 3 5 from the following link http www microsoft com en us download details aspx id 21 You can download NET Framework 4 5 from the following link http www microsoft com en us download details aspx id 30653 In case of Windows Server 2008 R2 SP1 it is necessary to download and install only NET Framework 4 5 The other NET Framework 3 5 has already been added as a feature see the section above Installation of IIS on Windows Server 2003 In case of Windows Server 2012 both of them are added via Server Manager see the section above Installation of IIS on Windows Server 2012 NOTE In case of Windows Server 2008 R2 SP1 run the following command C Windows Microsoft NET Framework64 v4 0 30319 aspnet_regiis exe i Ass
119. ss Ready 8 Furthermore you will need to assign the new created schema to your new database user The new database user srv_exchange was automatically created when creating the new login and mapping a user to the exchangeDB database To locate this new user expand the tree of the exchangeDB database in the MS SQL Server Management Studio tool down to Security Users By clicking on the Users node you will see the user called srv_exchange on the right pane of the tool Double click on it to open its Properties window A new dialog opens on the General tab Click the browse button next to the Default Schema text box and select the previously created user srv_exchange Page 129 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 130 Select a page SS Script f Help Eey General LAA Owned Schemas _ Membership User type AA Securables SQL user with login _ Extended Properties User name Login name sr v_exchange Default schema srv_exchange ea 9 Switch to Owned Schemas node where you will see that the one called srv_exchange is selected Make sure that the db_owner is selected too Now switch to the Membership node and make sure that db_owner is selected here too Save the changes you have made by clicking OK Select a page i n Script v Hel LAA General S Seip P
120. t Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 PAM conna Database Connection Wizard Set up your Oracle connection Please enter parameters which will be used to create a connection to your Oracle server Schema User name Password 4 Back on the Exchange Archive tab run the sql scripts by clicking Execute Scripts The list of the scripts will appear Click Next Page 81 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Database conigurauon Execute scripts Select scripts to execute Please select SQL scripts you want to execute a 01_exchangeTables sql Select All 5 Unselect All a 02_exchangeFunctions sql M G 03_exchangeProcedures sql M G 04_exchangeStandardvalues sql S 05_exchangeUpdates sql S 91_exchangeConversionTables sql parentFolderConyv SQL sql The following page will let you specify the user under which to execute database scripts NOTE When updating from earlier versions to version 3 4 and higher running the parentFolderConv SQL sqi database script the last one can take a longer time It is not necessary to run the script immediately It is recommended to unselect the above mentioned script when executing scripts on the Exchange Archive tab have the system up a
121. talog name of the Archive Manager database e g exchangeDB Table owner name of the SQL Login that is a Table Owner or the name of the SQL Schema e g srv_exchange Authentication authentication type used for the database User name database login user the one you are using as a table owner e g srv_exchange Password password of the above database login Page 79 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Database conhigurauon Database Connection Wizard Set up your Microsoft SQL Server connection Exchange Please enter parameters which will be used to create a connection to your Microsoft SQL Server Archive Initial catalog fexchangeDB SSS SE Authentication SQLServer Authentication Password Execute scripts IMPORTANT NOTE When updating Archive Manager from one version to another you must NOT change the following values in the Configuration tool on any of the tabs o Server Name o Initial Catalog o Table Owner In case of an ORACLE database do NOT change ORACLE NET name and Schema e Ifyou have ORACLE ORACLE NET Name ORACLE NET name TNS name Schema the name of the schema where Archive Manager tables will be created User Name log on user for the HSM database with read and write rights to the tables Password log on user s password Page 80 Copyrigh
122. ten All Enabled Enable or disable TCP IP protocol for this server instance 6 On the IP Addresses tab you will see several sections one for each network connection and a local loopback connection indicated by the standard address of 127 0 0 1 For remote access to the SQL Server Express 2012 instance the loopback connection is of no interest For the desired network connection the Active option should say Yes as should the Enabled option The IP address will probably be filled in for you by Windows and will be different on your machine Page 122 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 IP Addresses E p1 Active Enabled IP Address TCP Dynamic Ports TCP Port P2 Active Enabled IP Address TCP Dynamic Ports TCP Port P3 Active Enabled IP Address TCP Dynamic Ports TCD Dart No Yes No fe80 10ea 81 af 1 bfe 8ad1 12 1433 Yes No 10 16 100 98 Enabled Enable or disable the IP address If you wish to enable dynamic ports for your SQL Server Express 2012 instance then the TCP Dynamic Ports option should be 0 To disable this option and use a fixed port change this field to a blank value and fill in the port on the TCP Port option Disabling dynamic ports is non standard for named instances and should really only be done if you
123. this group to use the Outlook addin for archiving directly from Outlook check the Set the Outlook addin permissions for the group option Set the name of the group which will be created in Archive Manager and specify LDAP query criteria for users to be imported Root of Search use the Browse button to choose the root level for query search Query String here define your LDAP query Query Scope select if the query should be executed just on the root level One level Search or also on subtree starting from the root level Subtree search After defining your criteria click Next The following dialog displays users satisfying the criteria Then click Next Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 intial bontiguravion wizard Create group by LDAP query Name MA group Root of Search LDAP DC 40demo2 DC local Query String i amp objectCategory user name ma amp objectCategory group t name Group1 name Group2 Query Scope Subtree search one level search Ceia JI Next gt J C re d Enter your Office 365 credentials to import from Azure AD NOTE In case of Advanced Authentication for Azure AD entering username and password is required for more information see the Office 365 Configuration Details section Page 99 Copyright Metalogix Internatio
124. tor Remove About OK Ce Page 31 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 4 The ASDI Edit will be added to the Console root Right click it and select Connect to to define the connection settings onsole1 File Action view Favorites Window Help e Amire i Console Rooth ADSI Edit _ B x C Console Root Name class Distinguished Name fos FADSI Edit Edit There are no items to show in this view View New Window From Here New Taskpad View Refresh Export List Help Connect to an LDAP path h 5 New dialog pops up In the Select a well known Naming Context dropdown box select Configuration and click OK Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Fin C0 E File Action View Favorites Window Help Seeley Sew mi aGiiat O a Name Domain Console Root Path LDAP vmxdemo xdemo local Domain Connection Point Select or type a Distinguished Name or Naming Context Select a well known Naming Context Domain ha Configuration 6 Now you will set the super user permissions over Configuration container Back in the Console window unfold the ADSI Edit down to the CN Configuration container Right click the CN Conf
125. u need to give this group both access and launch permissions on Component Services To do so run Component Services click Start Settings Control Panel Administrative Tools Component Services In the Component Services window expand the Component Services tree down to Component Services Computers My Computer and then right click My Computer to open its Properties window Page 42 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 D Com ponent Services amp File Action View Window Help es Fln XO Gs Baltes 3 Console Root E Component Services Ei com Applications E A Computers E DCOM Config Event Viewer Li Gk Services Local Opens the properties dialog box for the current selection 5 In the Properties window switch over to the COM Security tab In order to assign the Distributed COM Users group and NETWORK SERVICE the Access Permissions you need to click on the Edit Default button in the Access Permissions section Page 43 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 44 My Computer Properties RIES General Options Default Properties Defaut Protocols COM Security msome Access Permissions You may edit who is allowed default access to ap
126. ual NT Service SQLSER 0 2 If the SQL Server Browser service is not started and the Start option available in its context menu it means that this service is disabled To enable the service right click it and from the context menu select Properties File Action e 2 8 a B 0e 8 SQL Server Configuration Manager Local Name State Start Mode Log On As Process ID View Help E SOL Server Services F SAL Server Integration Services 11 0 Running Automatic NT Service MsDtsS 1356 E SQL Server Network Configuration 32bit saL Full text Filter Daemon Launch Running Manual NT Service MSSQL 2248 gt SB SQL Native Client 11 0 Configuration 324 Ep SQL Server MSSQLSERVER Running Automatic NT Service MSSQL 1408 gt E SQL Server Network Configuration SOL Server Analysis Services MSSQ Running Automatic NT Service MSSQL 1500 b 3 SQL Native Client 11 0 Configuration sat Server Reporting Services MSS Running Automatic NT Service ReportS 1604 S Other Bo NT AUTHORIT NT Service SQLSER e r EB SQL Server Agent MS Manual Resume Restart 3 The Properties window opens Switch over to the Service tab and change the Start Mode from Disabled to Manual Conclude by clicking Apply and OK and then try to start the service again Page 120 Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalog
127. ver you can open it again anytime from Help Setup wizard in the Enterprise Manager Page 103 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 104 Samua Gonhiguravon Wizard Initial Wizard Report The following tasks were performed Job Job was created successfully The group settings were changed NOTE For created groups make sure to check Automatically import group members and Automatically import mailbox members on group Properties Advanced tab This will ensure that new members satisfying your criteria will be automatically imported to Archive Manager at synchronization Conclusion The following tasks were performed imported a group of users to Archive Manager created retention category for archiving created job and assigned it to the imported group From this moment on Archive Manager job will archive messages of the given users based on the defined criteria The group with all its settings will be displayed on the Groups tab of the Enterprise Manager NOTE The process of importing users groups or servers to Archive Manager is described in detail in Administrator manual for Archive Manager Exchange Edition Enterprise Manager Explanation of retention categories jobs and other archiving settings can be found in the same document As mentioned at the end of the installation
128. will need during the installation and configuration of Archive Manager Exchange Edition It also summarizes all prerequisites for individual server e MS Exchange Server name v v Create and mount Public Folder database Create Organizational Forms Library e Mailbox for the super user The super user must be given these permissions v v local administrator on your Archive Manager server rights over LDAP Configuration container with ADSI edit tool Owner rights over Organizational Forms Library View Only Organization Management role on your Exchange Server Public Folder Management role on your Exchange Server Permissions on your Exchange Server to mailboxes which will be archived Only if OWA will be used Impersonation permission on your Exchange Server e Database Page 109 o MS SQL Database 2008 and higher SQL Server name Initial Catalogue DB Name o ORACLE Database 11g and 12c Net8 Connection Name Copyright Metalogix International GmbH and Idera Inc 2008 2015 MS Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 o In both cases Schema Database user Password do not reveal do not fill in here e HSM Server o HSM Server NETBios Name o HSM Schema name o HSM Store name e Archive Manager Server v Operating system MS Windows Server 2008 R2 SP1 2012 v IIS 6 0 or higher installed v NET Framework 3 5 and 4 5 installed
129. xchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 CN Configuration DC XDEMO DC LOCAL Properties Attribute Editor Security Group or user names rssi Authenticated Users 8 Domain Admins lt DEMO Domain Admins g i Enterprise Admins SDEMO Enterprise Admins Permissions for stv_exchange Allow Deny Full Control oO oO Read oO Write oO oO Create All Child Objects oO oO Delete All Child Objects oO oO Manage Replication Topology oO oO x For special permissions or for advanced settings click dvanced X Cancel Apply 9 Locate the super user You can see that the permissions do not apply to child objects To apply the permissions to child objects as well click Edit Page 36 Copyright Metalogix International GmbH and Idera Inc 2008 2015 M S Exchange Server 2010 Metalogix Archive Manager Exchange Ed Advanced Install Version 7 2 Page 37 Advanced Security Settings for Configuration Authenticated Users Domain Admins D Enterprise Admins P Administrators DE Administrators XDE Administrators SDE Special Special Full Control Full Control Replicating Dire Manage Replic Replication S yn lt not inherited gt lt not inherited gt lt not inherited gt enot inherited lt not inherited lt not inherited gt lt not inherited gt lt not inherited gt ret Lo LA This object only Chil

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