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Metalogix Archive Manager for Files 8.2 - Advanced Installation Guide


Metalogix Archive Manager for Files is a software solution for archiving files transparently while preserving the existing structure of disks, folders and files. It provides full version management with the ability to retrieve any of the versions. Archived files are replaced on a file server with a shortcut, which takes up much less space, yet they are available for end users who can work with them as usual. Moreover, our full-text search engine searches through the archives by applying various search criteria.

With Metalogix Archive Manager for Files you can increase the capacity of fast and expensive storage media by using cheaper slower devices without increasing access time to frequently used files. The administrator can define which files are considered as frequently used (fast access to them is crucial) and infrequently used (fast access to them is not crucial) by specifying a time interval from the time of their last usage. When that interval elapses, the file is automatically replaced with a shortcut during archiving. Administrators can define more such time spans and group files included in categories, assigning each category a different time span.

The system is fully automated and the administrator needs to specify only the attributes of its behavior. It enables centralized search through company data which is faster and more efficient than searching through different machines/systems.

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

Archive Manager for Files - archival solution for files.

Hierarchical Storage Manager (HSM) - file storage manager that manages one or more dedicated or shared file-servers across the organization. HSM ensures that files with identical content are stored only once regardless of where their respective original file is located.

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

File storage and retrieval process

Archive Manager for Files transfers files to HSM which takes care of storing and retrieving the files. HSM works with a database because the information contained in the shortcut is stored either in an ORACLE, or MS SQL. The HSM system passes down this file to a store specified by the administrator which compresses the file “on the fly”. Only shortcut of a few kilobytes remains at the file’s original location. This shortcut includes information about the new location of the archived file and bears the same name and the same file extension as the original file (in the case of FSA [standard] shortcuts). The only difference a user notices is that the shortcut is displayed with a slightly modified icon and the name of the file is written in blue (in Explorer view).

Users work with archived files as usual. When an archived file is reopened, Archive Manager for Files passes the information from the shortcut to HSM which restores the file from the store. Users experience a seamless transition as if they are working in a normal environment.

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. With version control enabled, HSM keeps track of who modified the document, when did the modification occur and what was modified. The administrator can retrieve older versions including files whose shortcuts were deleted from the file server.

System Requirements

The requirements described below  are applicable for installing the Archive Manager for Files server


NOTE: System requirements for optional components of the Metalogix Archive Manager for Files are described in the corresponding document for each optional component.



Minimum specification

Recommended specification

Number of Processor Cores



Main Memory

4 GB

12 GB

Hard Disk

10 GB

10 GB


NOTE: The application, log files and cache folders require 10 GB of HDD space. If the Archive Manager for Files server includes the database, and is used as a local storage for archived messages, then the the Hard Disk size must be revised to add more space for the database and the file store.

Operating System

·Windows Server 2012

·Windows Server 2012 R2

·Windows Server 2016

·Windows Server 2019


NOTE: Latest updates and service packs for servers are recommended.

Windows Server Roles

·Web Server (IIS)

oWeb Server / Common HTTP Features / HTTP Redirection

oWeb Server / Performance / Dynamic Content Compression

oWeb Server / Security / Basic Authentication

oWeb Server / Security / Windows Authentication

oWeb Server / Application Development

§.NET Extensibility 3.5

§.NET Extensibility 4.5

§ASP.NET 3.5

§ASP.NET 4.5

oManagement Tools / IIS 6 Management Console

oManagement Tools / IIS 6 Management Compatibility / IIS 6 Metabase Compatibility

oManagement Tools / Management Service

Windows Features

·Remote Server Administration Tools

oRole Administration Tools / AD DS and AD LDS Tool / Active Directory module for Windows PowerShell

·.NET Framework 4.5 Features

For Windows Server 2012 and 2012 R2

·.NET Framework 4.5 Features / .NET Framework 4.5

·.NET Framework 4.5 Features / ASP.NET 4.5

·.NET Framework 4.5 Features / WCF Services (all checkboxes under this item)

For Windows Server 2016

·.NET Framework 4.6 Features / .NET Framework 4.6

·.NET Framework 4.6 Features / ASP.NET 4.6

·.NET Framework 4.6 Features / WCF Services (all checkboxes under this item)

For Windows Server 2019

·.NET Framework 4.7 Features / .NET Framework 4.7

·.NET Framework 4.7 Features / ASP.NET 4.7

·.NET Framework 4.7 Features / WCF Services (all checkboxes under this item)

Redistributable packages

·Microsoft Visual C++ 2008 SP1 Redistributable Package (x64)

·Microsoft Visual C++ 2010 Redistributable Package (x64)

·Microsoft Visual C++ 2010 Redistributable Package (x86)

·Microsoft Visual C++ 2013 Redistributable Package (x64)

·Microsoft Visual C++ 2017 Redistributable Package (x64)

·Microsoft Visual C++ 2017 Redistributable Package (x86)

Database Servers and Drivers

·Microsoft SQL Server 2008 or higher

oMicrosoft OLE DB Driver 18 for SQL Server, or newer

·Oracle 11g, 12c and 18c

oOracle client (x86 and x64) is required on Archive Manager Server

Web Browsers

Web browsers are required for ArchiveWeb and is included here because this optional component is installed automatically if Express installation is considered.

·Microsoft Internet Explorer 10 or higher

·Microsoft Edge

·Mozilla Firefox 16 or higher

·Chrome 33 or higher

·Opera 12 or higher

File Systems (Sources)

·Windows Server 2012

·Windows Server 2012 R2

·Windows Server 2016

·Windows Server 2019

·NTFS including mount-point support


·NetApp Filer (Cluster Mode only)


Clients and protocols

·Windows Clients

·Macintosh clients when CIFS/SMB protocol is used

·AFP protocol (e.g. ExtremeZ-IP software)

Additional Information

·Installations on Domain Controllers are not supported.

·For remote archiving on Windows shares, NetApp (Cluster Mode) or VNX, we recommend installing the software on a dedicated server.

·The software installs web applications into the Default Web Site. This could cause conflict with other applications like Microsoft CRM or Microsoft SharePoint. To change the installation website, manual changes are required after the installation. Please contact Technical support in such cases.

·Metalogix Archive Manager for Files is fully supported in a virtualized environment.

·It is possible to install Archive Manager for Files on servers without IIS. However, this disables the creation of HTML shortcuts and VNX archiving and prevents the use of MS Search as the full-text search engine.

For HSM Server

If the HSM component is installed on a dedicated server, the following additional information should be considered:

·.NET Framework 3.5 – if not available, setup will continue but the following store types will not be functional in connection with the HSM system: Amazon S3, Windows Azure, Caringo CAStor, EMC Atmos, FileNet IS, Hitachi HCAP, Nirvanix, Rackspace, Simple Foldering Store, XAM

·.Net Framework 4.5 – if not available, Google Drive store will not be functional.

·Microsoft Web Service Enhancements (WSE) 3.0 - if not available, the iTernity store cannot be created.


Supported software environments (file servers)

Archive Manager for Files is supported on:

·Microsoft Windows Server 2012

·Microsoft Windows Server 2012 R2

·Microsoft Windows Server 2016

·Microsoft Windows Server 2019

·NTFS including mount-point support



Installation steps overview

This section gives you the overview of successful installation of Archive Manager for Files by the separate setup (not the Install package).

IMPORTANT NOTE: Besides the separate setup, Archive Manager can be installed by the Install package which performs all pre-requisite tasks and necessary configuration itself. For installing Archive Manager with Install Package see the short “Archive Manager Quick Start Guide”.

Archive Manager for Files basically consists of:

A)HSM Server

B)Archive Manager Server

C)ArchiveWeb Server (optional)

D)Database Server (available prior to installation)

All can be installed on separate machines or all can be installed on one machine.

A)HSM Server

If HSM store will be used:

1.A database for Archive Manager (either ORACLE, or MS SQL) and a database for HSM (either ORACLE, or MS SQL) must be ready for use.

2.Install HSM on the HSM Server (see the section “Installation of HSM”), provided that no HSM is installed yet.
NOTE: HSM can be shared by all Archive Manager products. It means that if you already have an HSM storage installed with other Archive Manager products, you may use it for Archive Manager for Files as well.

3.Configure HSM (see the part “Configuring the HSM”), which includes:

a)Create and specify a MediaStore (see the section “Creating a MediaStore”).

b)Create and specify a Schema (see the section “Specifying a Schema”).

NOTE: You may have a separate database server, a separate HSM server, and a separate Archive Manager server. Or, if you wish, you may have them all installed on one machine.

You may have a separate database for HSM, a separate database for Archive Manager. Separate databases are easier to backup.

In our documentation we will be using a separate database for HSM (HSMdb database) and a separate database for Archive Manager (MAM4FilesDB database).

B)Archive Manager Server

Install Archive Manager for Files as described in the “Installation of Archive Manager for Files” section.

Since version 3.07 it is possible to archive/backup files not only from the file servers (computers) where Archive Manager for Files is installed but from the remote servers as well. As a result the Enterprise Manager component of Archive Manager for Files can be installed elsewhere to control the processes remotely.

C)ArchiveWeb Server

ArchiveWeb in an optional feature. It is installed by a separate setup Metalogix Archive Web.exe.

This application is used for viewing archived files over the Internet. A user can access archive via a browser by navigating to the ArchiveWeb:


With mobile device support your archive is at hand virtually anywhere. Pages fitting mobile device screen and simplified navigation contribute to the ease of use.

For more information on installation process and ArchiveWeb itself, please see the ArchiveWeb manual.

D)Database Server

A database to be used by Archive Manager must be ready prior the installation.

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