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Archive Manager 5.9.6 - Installation and Configuration Guide for Exchange

Table of Contents

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

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

Using a NAS box

Archive Manager’s installer does not support storing attachments on a NAS box, as software is installed on the box, which is most likely not running windows.

If you want to store attachments on a NAS box, use the following workaround:

1

When installing Archive Manager, set the services to NOT start after installation. Install using a normal filesystem storage location.

2

Once Archive Manager is installed, edit the StorageLocation table and change the default storage location to point to the UNC of the NAS box. For example: DATA=\\nasbox\archivemanagerstore

3

You must ensure that all Archive Manager users, ArchiveMgr_Service, ArchiveMgr_ESM, ArchiveMgr_Journal, have full access to that folder.

4

Start the services. They will now load and retrieve attachments from the NAS box.

Deleting attachments from a SnapLock volume

The Archive Manager Retention Engine cannot delete attachments from a Data ONTAP device unless the retention settings in SnapLock contain a retention time that precedes or is the same as the one set in the Retention Engine. The Retention Engine generates errors when the retention settings in SnapLock for attachments on a Data ONTAP device are set at a later time than the Archive Manager retention delete policy.

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