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Archive Manager 5.9.6 - Installation and Configuration Guide for Exchange

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Deployment considerations for Exchange

Deployment models

Single-site model Multi-site model Distributed model Mixed model

Exchange journaling

System requirements

Exchange messaging system SQL Server Active Directory services Archive Manager server operating system Prerequisites for servers running Archive Manager services and websites

Common prerequisites Prerequisites for servers running the Exchange Store Manager Service Prerequisites for servers running the Lync Store Manager Service Prerequisites for servers running the Active Directory Connector Service Prerequisites for servers running Archive Manager websites

Prerequisites for Office 365 on-premise journaling Attachment store types Client workstation Web browsers Archive Manager rights and permissions

Hardware recommendations

Archive Manager Services server Archive Manager SQL database server Archive Manager hardware recommendations

SQL database server Services server Dedicated IIS server

Sizing the Microsoft SQL database and Archive Manager attachment store

Pre-installation preparations

Configuring the Archive Manager Services server Configuring the Archive Manager SQL database server Creating accounts and granting permissions

Granting permissions to the Exchange Admin group Granting permissions to Lync Admin group

Configuring the Exchange server for journaling

Configuring Exchange 2019, 2016 or 2013 Configuring Exchange 2010 Configuring and Registering a new Archive Manager application on Azure Portal

Steps to Enable Secured Auto-logon on QAM Server

Installing and configuring Archive Manager

Installing Archive Manager Configuring Archive Manager Useful configuration settings

General Archive Manager Database Autodiscover Active Directory Connector (ADC) Additional Configuration of Active Directory Connector Service Exchange Store Manager (ESM) Lync Store Manager (LSM) Data Loader Full Text Index (FTI) Full Text Search (FTS) Website ClientID TenantID

Automation of Exchange Store Manager (ESM) Exchange Utility (EU)

Upgrading/Uninstalling Archive Manager

Upgrading Archive Manager Uninstalling Archive Manager

Post-installation tasks

Configuring and deploying the Offline Client (optional) Deploying the Outlook Form (optional)

Deploying the Outlook Form to public folders using Configuration Console Deploying the Outlook Form to public folders manually

Deploying the Outlook Form using the Archive Manager Outlook Components tool Adding MAPI data loaders for Exchange Journal mailboxes Localizing Archive Manager website (optional)

Appendix A: Attachment store types

Attachment store types overview NTFS/Windows file system NetApp SnapLock

Prerequisites Running the NetApp SnapLock Setup wizard

Login Page

Using a PEA File

Caringo CAStor/Dell DX Hedvig Distributed Storage Platform Common scenarios for editing the configuration

Using a NAS box Deleting attachments from a SnapLock volume

Exchange Utility (EU)

Exchange Utility Max Thread Count: Determines the number of Exchange mailboxes to which the Archive Manager Exchange Utility will connect simultaneously. If this value is not specified, it defaults to 10. The maximum you can set according to the number of mailboxes to increase the reconstruction and repairing speeds.

Upgrading/Uninstalling Archive Manager

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Upgrading Archive Manager

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Uninstalling Archive Manager


	CAUTION: Before upgrading or uninstalling Archive Manager, backup your databases, attachment files, export files, index files, log files and any non-program files located in the Archive Manager installation directory. Use the configuration console to obtain the location of these files.

Upgrading Archive Manager

When upgrading Archive Manager, please refer to the release notes for information on supported upgrade versions.


	NOTE: When upgrading from version 4.8 to 5.0 or later, uninstall version 4.8 before performing the upgrade.

To upgrade Archive Manager:

1

Stop all Archive Manager services.

2

Run the Archive Manager Installer: ArchiveManagerInstaller.msi.

3

Perform an installation as described in the Installing Archive Manager section.

4

Run the Archive Manager Configuration Console to configure your Archive Manager settings. Some settings will be populated with information from your previous installation. These settings can be changed if needed. You will be prompted to enter any required information.

5

Restart the Archive Manager servers.


	TIP: After upgrading to Archive Manager 5.1 or later, any mail items that are not associated with a folder will be will be placed in an _Orphans mailbox the first time the Retention service runs. If you wish to delete these items, set a Delete policy in the Retention Policies section of the Administration website.

Uninstalling Archive Manager

To uninstall Archive Manager:

1

Launch the Installer used to install the current version of Archive Manager.

2

3

Click Remove.

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