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Metalogix Archive Manager for Exchange 8.2 - Advanced Installation Guide (with Exchange 2010)

Introduction System Requirements Advanced Installation Manual Installation Initial Configuration Enhancements Testing after installation Addendum


Metalogix Archive Manager for Exchange provides the most flexible and effective way to archive, manage and secure all you organization’s email from one central location. You can control the retention policy of archived emails by moving emails to less costly locations as their relevance changes and keep the option of deleting old messages unless they are on legal hold. With robust version control, any previous version of an archived email can be restored at any time along with its attachments.

Metalogix Archive Manager for Exchange also offers mobile and offline email access to users on the road.

The primary components of Metalogix Archive Manager for Exchange are as follows:

Archive Manager for Exchange - email archiving engine that includes the windows services and the administration console.

Hierarchical Storage Manager (HSM) - a data storage system for managing your email archive store as well as all company data on one or more file-servers. HSM ensures that files with identical content are stored only once regardless of where the original file is located.

Archive Manager Search - full text search engine capable of searching archived emails.

ArchiveWeb  - online archive interface with advanced search and reporting functionality.

Metalogix Archive Manager for Exchange can be extended with optional components to enhance its capabilities. The optional components are as follows:

Archive Manager for Exchange OWA Extension - component that is installed on the Microsoft Exchange Server to provide Outlook Web Access to end-users.

Archive Manager Universal Access - allows mobile users, Mac users and Linux users to work with archived emails.

Archive Manager SMTP Service - enables processing of messages from an external email server (O365, Gmail, Exchange, etc.) into Metalogix Archive Manager for Exchange.

Archive Manager Forms Publisher - ensures that custom Outlook forms are used to display archived messages.

·Archive Manager Outlook Addin - gives authorized users the ability to control certain archive functions by themselves.

·Archive Manager PST Gatherer Setup - automated extension to PST importer

This quick-start guide describes the express installation that installs the primary components of Metalogix Archive Manager for Exchange on a single computer. You can add additional components as required.

Metalogix Archive Manager is a highly scalable product that can be installed into a more complex environment than described within this guide. To secure load balancing and enable multiple archiving for large organizations, Metalogix Archive Manager provides you with the ability to configure several Archive Manager servers. For more information about advanced installation in distributed environments please refer to the Advanced Install Guide for Archive Manager for Exchange.

Email archive and retrieval process

When emails are archived, Metalogix Archive Manager for Exchange uses shortcuts to replace archived emails in the on-premise or online Microsoft Exchange mailboxes. Email shortcuts require very little space, reducing your email storage by up to 80% and email backup time by 50%. Messages remain available to end-users who can work with them as usual. This helps your end-users access all their data while reducing the need to set mailbox quotas and removing the dependency on PST files.

When a user clicks a shortcut to an archived email, Archive Manager for Exchange passes the information from the shortcut to HSM which restores the email from the store.

HSM uses the Single-instance storage (SIS) service that takes multiple copies of the content and replaces them with a single shared copy. It enables version control, eliminates data duplication, and increases storage and retrieval efficiency.


System Requirements

Please refer to the MetalogixArchiveManagerForExchange_8.2_Prerequisites document.



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 databases are then easier to back up and are not growing quickly.

HSM part



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 (MAMEXCH), one for HSM (MAMHSM), one for Users (MAMUSER), one for Auditing (MAMAUDIT) one for Search (MAMSEARCH) and one for Post Processing (MAMINDEX). The same user for all is “svr_exchange”.


Supported databases:

·MS SQL 2008 and higher

·ORACLE 11g, 12c and 18c


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 for Exchange.



Advanced Installation


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