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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

Using a PEA File

When utilizing a PEA file with a Centera Configuration, it is important that the PEA file is accessible by each component that requires access to it. The Archive Manager components that will access the Centera, and therefore require access to the PEA file, are:

•

Archive Data Load Service

•

Archive Full-Text Index Service

•

As a result, the group ArchiveManagerServiceUsers should have permissions to access the PEA file location. The PEA file should also be present on all servers with the above Archive Manager components. (This is important if you have NLB WebServers, and/or a clustered Archive Manager installation).

If the machines are separate, then the PEA file must be either configured with a UNC path, or placed in the same local path as all machines that use the PEA file.

Caringo CAStor/Dell DX

The Caringo CAStor/Dell DX storage cluster is supported for the storage of attachments and compliance messages. The Caringo HTTP interface is used to store and retrieve items. Archive Manager considers the storage cluster to be an online blind storage system; we present an item, and receive a "ticket". To get the item back, we present the ticket and get the item. Note that performing a full text index reindex can overload the storage cluster with restore requests. Please consult Quest before doing this.

Hedvig Distributed Storage Platform

The Hedvig Distributed Storage Platform serves as a local file system when working with Archive Manager. For more information, see NTFS/Windows file system.

Common scenarios for editing the configuration

The following sections describe different scenarios for editing the configuration.

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