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• Archive Manager 5.9.6
• Archive Manager 5.9.6 - Installation and Configuration Guide for Exchange

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

EMC Centera

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

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Client workstation

Stubbed message reconstruction using the Outlook Form requires the following:

•	Microsoft Outlook for Office 365 ProPlus, or

•	Microsoft Outlook 2019, or

•	Microsoft Outlook 2016, 64-bit or 32-bit, running on Windows 10, 8.1, 8, or 7 SP1, or

•	Microsoft Outlook 2013, 64-bit or 32-bit, running on Windows 10, 8.1, 8, or 7, or

•	Microsoft Outlook 2010, 64-bit or 32-bit, running on Windows 10, 8, 7, or Vista SP1

The Offline Client requires the following:

•	Microsoft Outlook for Office 365 ProPlus, or

•	Microsoft Outlook 2019, or

•	Microsoft Outlook 2016, 64-bit or 32-bit, running on Windows 10, 8.1, 8, or 7 SP1, or

•	Microsoft Outlook 2013, 64-bit or 32-bit, running on Windows 10, 8.1, 8, or 7, or

•	Microsoft Outlook 2010, 64-bit or 32-bit, running on Windows 10, 8, 7, or Vista SP1, and

•	Windows Installer 3.1 or later (only for installation).

•	Microsoft .NET Framework Version 4.5.2 and 3.5 SP1.

•	Microsoft SQL Server Compact 4.0

•	Visual Studio 2010 Tools for Office Runtime

•	MSXML 6.0 SP1

The Search Exporter requires the following:

•	Microsoft Outlook for Office 365 ProPlus, 32-bit, or

•	Microsoft Outlook 2019, 32-bit only, or

•	Microsoft Outlook 2016, 32-bit only, running on Windows 10, 8.1, 8, or 7 SP1, or

•	Microsoft Outlook 2013, 32-bit only, running on Windows 10, 8.1, 8, or 7, or

•	Microsoft Outlook 2010, 32-bit only, running on Windows 10, 8, 7, or Vista SP1, and

•	Windows Installer 3.1 or later (only for installation)

•	Microsoft .NET Framework Version 4.5.2 and 3.5 SP1.

Web browsers

Any of:

•	Microsoft Internet Explorer 11, 10 or 9

NOTE: When using enhanced security on any server-based operating system, the Archive Manager website must be added to the list of trusted sites to work correctly.

•	Microsoft Edge

•	Firefox (latest version) running on Windows or Macintosh

•	Chrome (latest version) running on Windows or Macintosh

•	Safari running on Macintosh or mobile devices

•	Android browsers

Archive Manager rights and permissions

•	Administrator Account: The account you are logged in with when you run the Archive Manager Install program.

•	The user who runs the installer must be an administrator over the local computer, as well as on the SQL Server and the Exchange Server.

•	The account you specify during the installation must have the same permissions.

•

Service Account (default account name is ArchiveMgr_Service): Specified in the configuration Console. Used by the Directory Connector, Alert Service, Full-Text Index, Full-Text Search and Message Retention Services. If no Journal dataloader is created at install time, then this account will be used for the Data Load Service too.

•	Account is granted full access to the Archive Manager and AfterMail_TEMP databases by the installer.

•	Requires read access to AD, and to the Exchange Organization so it can determine Storage Group information.

•	Must be in the Users group on the local machine, and a member of the local IIS_WPG group on the Web Servers. This is typically done by the installer.

•	Is a member of ArchiveManagerServiceUsers group.

•

You may want to add the service account to the Domain Administrators group. This will ensure that the Active Directory Connector has access to deleted user accounts for the purpose of disabling the accounts in Archive Manager. Or, Microsoft provides a program that grants Administrator rights on a per user basis. The utility is available at http://support.microsoft.com/kb/892806.

•

Journal Account (default account name is ArchiveMgr_Journal): Specified after the Database Install/Upgrade in the installer. Used by the Dataloader. This is configured for use by the DataLoader only if a Journal DataLoader is configured. If Journaling is not present, then the ArchiveMgr_Service user is used.

•	Account requires "Receive-As" rights to any account nominated as a Journal Mailbox Account. This user must also be an Exchange View-Only Administrator.

•	Should be a Domain User; does not need to be an Administrator.

•	Is a member of ArchiveManagerServiceUsers group.

•	ESM Account (default account name is ArchiveMgr_ESM): Specified after the Database Install/Upgrade in the installer. Used by the Exchange Store Manager Service.

•	Account needs access to all mailboxes; however this permission is granted to the group Archive Manager Exchange Admins, rather than to the account itself.

•	Should be a domain user; does not need to be an Administrator.

•	Is a member of ArchiveManagerServiceUsers group.

•	ArchiveManagerServiceUsers Group: A Domain Group containing the Service, Journal and ESM accounts.

•	Group is used by installer to apply permissions to file-system locations used by Archive Manager.

•	Archive Manager Exchange Admins Group: A Domain Group containing the ESM Account. Note that this group is not created by the installer, so must be created manually. It is recommended that this account be created before Archive Manager is installed.

•

Group must contain the ArchiveMgr_Service and ArchiveMgr_ESM users. If journaling is enabled on the Exchange Server and a MAPI DataLoader is required, then the ArchiveMgr_Journal user must also be added to this group. This group must be granted Exchange "Receive-As" permission on all mailboxes. Should also be a member of the Exchange View-Only Administrators group.

•	If a new Exchange mailbox store is added after Archive Manager is installed, the permissions for this group must be set again. Otherwise, an error may occur when the ESM processes mailboxes in the new mailbox store.

Hardware recommendations

•	Archive Manager Services server

•	Archive Manager SQL database server

•	Archive Manager hardware recommendations

•	Sizing the Microsoft SQL database and Archive Manager attachment store

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