Archive Manager for Exchange 8.5 - Administration Guide

Clients Permissions

Archive Manager Client AddIn for MS Outlook has been designed for complete usage of Archive Manager for Exchange archiving solutions. Its extra features are directly incorporated in MS Outlook.

Global add-in settings are applied automatically onto every client machine with the Archive Manager Client AddIn installed. They apply also for OWA, if Archive Manager OWA Extensions are installed. It is therefore good to decide beforehand on some company strategy. In some cases you may want to modify the settings for some mailboxes/groups, and let them either gain additional rights, or withdraw some rights from them.

Permissions can be specified on the Clients Permissions tab in the Archive Manager for Exchange. At the same time, by adding users onto this tab you have an option to modify the permissions for them.

How to set Clients Permissions

To define Clients Permissions:

1.In Manager view, click on the Settings tab.

2.Click the Clients Permissions node in the left pane. Then double-click the [Global settings] icon.

3.The Properties window opens. For every option (Deleting, Restoring, Fulltext search, etc.) you may choose individually whether you want to activate or deny. When you are finished, click Apply and then OK.

4.Options selected in the previous step will be applied globally to all users with the Archive Manager Client AddIn installed.

Let us describe what the activating of individual options mean for the user who has the Archive Manager Client AddIn installed:

Keep in mind that if for Global Settings you:

1.allow all of the options, then all users with the Archive Manager Client AddIn or Archive Manager OWA Extension installed will be allowed to do archiving, restoring, etc.

2.deactivate all of the options, then all users with the Archive Manager Client AddIn or Archive Manager OWA Extension installed will not be allowed to do archiving, restoring, etc.

In both cases you will have to add all those users for whom you want to change the settings onto this Clients Permissions tab and specify the desired options for them.

How to override global Clients Permission settings

To override Clients Permissions settings and assign different rights to a group/mailbox:

1.In Manager view, click on the Settings tab.

2.Click on the Clients Permissions permissions tab in the right pane.

3.Click with your right mouse button inside the right pane and, in the context menu, select Add group/Add mailbox.

4.In the Select group or mailbox window enter the name of desired group/mailbox in the text box or select the desired one in the list below. Then click OK.

5.The respective group/mailbox will be added onto the Clients Permissions tab. Right-click it and, in the context menu, click Properties to open its Properties window.

6.In its Properties window you may either allow or deny individual options simply by clicking on appropriate Allow or Deny check boxes.

These attributes will override the global ones.

For group: You may wish to apply those settings for subgroups as well. In that case select the Apply these permissions for group members recursively check-box.

When you have finished, click Apply and then OK.

For mailbox: If you select the Use global settings and ignore inherited permissions check box, the global rights will be inherited again and the ones specified in the Properties window, will be overridden. In those cases you may check the effective Addin rights by clicking on the final result link.

If we assume in our example that all rights in the global settings for the mailbox are allowed, then after clicking on the final result link you would get the following:

Group level retention

As a part of AMAC preferences, the default retention category was specified on the Tools /Options/Archive settings/Retention tab. For more information see Archive settings. The default retention category is used if no specific retention category is chosen at archiving. It usually applies for manual archiving using Archive Manager Client Addin.

However, this tab gives you the opportunity to set different default retention categories for different groups or users. It is especially useful in case of Archive Manager Client Addin. Company needs or user preferences can be taken into account. For each group/user you can specify the default retention category used when archiving in Outlook via Addin.

How to specify global default retention category

Global default retention category can be set on the Tools /Options/Archive settings/Retention tab.

How to set default retention category for individual groups or mailboxes

To override global default retention category and assign specific default retention category to individual group/mailbox:

1.In Manager view, click on the Settings tab.

2.Click on the Group level Retention tab in the right pane.

3.Click with your right mouse button inside the right pane and in the context menu select Add group/Add mailbox.

4.In the Select mailbox or group window enter the name of the desired group/mailbox in the text box or select the desired one in the list below. The click OK.

5.The respective group/mailbox will be added onto the Retention tab. Right-click it and, in the context menu, click Properties.

6.In its Default retention window select the desired retention category in the down-drop box.

For group: You may want to assign that retention category to subgroups as well. In that case select the Apply recursively for group members check box.

Click Apply, then OK.