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Archive Manager 5.9.5 - Administration Guide

Administration menu Authentication modes Data loaders Download tools Federated Search Instances Groups Index management Logins Security roles Storage location Message tags Proxy credentials Alert Service Policies Exclusion rules Mail servers Mailbox assignment Mailboxes Lync servers Lync user assignment Lync users Reports Message policies Message policy assignments Retention policies Tenants System maintenance Log Viewer Exchange Utility Administering in a hosted Exchange environment Appendix A: Moving database or attachment store Appendix B: Enabling generating publisher evidence

Add a login

1
Select the Add a Login link to display the Add Login form.
2
Enter or select values for the following:
•
Login Name - The email address or user name that the user will use to sign into Archive Manager.
•
Display Name - The “friendly” name used to identify the user in Archive Manager.
•
Email address - The email address associated with this login if this user sends or replies to email messages from within Archive Manager.
•
Password - The password that the user will use to sign into Archive Manager.
•
Security Role - The security settings associated with the login (see the Security roles chapter for more information).
•
Active (checkbox) - Sets the login to 'Active' status.
3
Click Add to add the new login to the system.
* 
NOTE: This will only create an Archive Manager managed login. This will NOT create an account in your directory service.

Edit a login

To modify a login:
1
Locate the login in the list of logins displayed in the Login Administration form. Logins can be located by:
•
Scrolling through the list of logins.
•
Entering a value in the Login Name or Display Name field.
•
Choosing a security role from the drop-down list.
•
Choosing a login domain from the drop-down list.
•
Choosing whether the login is active or inactive.
2
Click Search.
3
Click the Edit icon to the left of the login name to display the Edit Login form for the selected login.

All fields are editable for a login created in Archive Manager (not by the directory connector). Editable fields include:

•
Login Name
•
Display Name
•
Email Address
•
Password
•
Security Role
•
Active
* 
NOTE: For logins created by GroupWise Directory Connector (GDC) or the Active Directory Connector (ADC), some login fields are editable. However, it is not recommended that you edit any fields except the Security Role because they will be overwritten the next time the directory connector runs.
While editing a login, you can:
•
Change the general information associated with a login.
•
Add Login to a Group.
•
Delete a Group from a Login.
•
Add a Mailbox to a Login.
•
Delete a Mailbox from a Login.

General information

To change the general information associated with a login:
1
Enter or select new values for the displayed fields.
2
Click Update. Your changes to the login are saved, and the Login Administration form is displayed.

Add a login to a group

Two types of groups are used to manage multiple users or mailboxes as a single entity:

•
Directory Groups - These are automatically generated by the directory service to which Archive Manager is connected.
•
Archive Manager Groups - These are created within Archive Manager.

Archive Manager administrators are only able to add and modify Archive Manager groups from within the application.

To add a Login to a Group:
1
Locate the desired group in the list of groups displayed on the right side of the Groups tab of the Edit Login form by doing one of the following:
•
Enter the name of the desired group in the Find Group field, and click Search.
•
Use the page browsing controls below the list of groups to browse for the desired group.
2
Select the checkboxes to the right of the groups to which you want to assign the user.
* 
NOTE: Although multiple groups can be added at once, the selected groups must all be displayed on the same page. If you browse to another page, any selections on the current page will be lost.
3
Click Add Selection. The selected groups are added to the list of groups displayed on the left side of the Groups tab of the Edit Login form.
Delete a group from a login
1
Click Delete to the right of the group in the list of groups displayed on the left side of the Groups tab of the Edit Login form. The Delete Group confirmation message is displayed.
2
Click OK to confirm the deletion. The selected group is deleted from the list of groups, and the Edit Login form is displayed.
Add a mailbox to a login
1
Locate the desired mailbox in the list of mailboxes displayed on the right side of the Mailboxes tab of the Edit Login form by doing either of the following:
•
Entering the name of the desired mailbox in the Find Mailbox field, and then clicking Search.
•
Using the page browsing controls below the list of mailboxes to browse for the desired mailbox.
2
Select the checkboxes to the right of the mailboxes that you want to assign the user to.
* 
NOTE: Although multiple mailboxes can be added at once, the selected mailboxes must all be displayed on the same page. If you browse to another page, any selections on the current page will be lost.
3
Click Add to Mailbox. The selected mailboxes are added to the list of mailboxes displayed on the left side of the Mailboxes tab of the Edit Login form.
Delete a mailbox from a login
1
Locate the mailbox you want to delete from the list of mailboxes displayed on the left side of the Mailboxes tab of the Edit Login form.
2
Click Delete to the right of the mailbox to display the Delete Mailbox confirmation message.
3
Click OK to confirm the deletion. The selected mailbox is deleted from the list of mailboxes, and the Edit Login form is displayed.
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