After completing the initial configuration, the Configuration Console will switch to an edit mode where any screen can be configured in any order. In edit mode, click Apply to save your settings.
Configuration pages are displayed only for the features that you selected during installation.
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The Welcome screen provides a list of information that you need to gather to configure Archive Manager. Review this list and click Next to begin configuring Archive Manager. |
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On the License screen, click Browse... to locate your license andclick Install to install it. You can overwrite an existing license by entering a new license and installing it. Once a valid license is installed, the following information is displayed: |
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Type: The type of license purchased. |
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Expires: The expiration date of the license. |
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Seats Licensed: The number of seats available from the license. |
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Seats Used: The number of seats currently used. |
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On the Service User Credentials screen, enter credentials for the following Archive Manager service users: |
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On the General Settings screen, enter the directory path for the base data directory and the log path. |
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Base Data Directory: Directory Path: The Base Data Directory path contains storage for errors, exclusions, exporting, and temporary storage for searching. Make sure to select a directory with adequate free space. Enter a directory for the Archive Manager base data directory. The default path is the following: C:\Quest\ArchiveManager |
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Log Path: Directory Path: Enter the path to the Archive Manager log folder. The default path is the following: C:\Quest\ArchiveManager\Logs\ |
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On the AD Connector screen, configure the directory services. Click None to not enable archiving within any on-premises domains, and you will need to configure the Azure AD Connector on the next screen. Click Simple to enable archiving within the currently joined domain. Click Advanced to add multiple domains or specify a domain configuration. Click Add to access the Directory Connector Setup screen and configure the following screens. Click Edit to edit an existing directory connector, or Remove to remove an existing directory connector. Select the checkbox Skip all domains above for ADC service to NOT synchronize AD objects from the domains in the list above. |
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NetBIOS Name: The NetBIOS name of the target domain. |
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Domain Topology: Select one of the following options from the drop-down list. See Appendix C, Active Directory Connector, for a description of domain topologies. |
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Server Address: Specify either a domain (corp.company.com), or a host name (dc1.corp.company.com). |
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Address Type: Select one of the following: |
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Require Additional Credentials: If the domain that you are connecting to requires additional credentials, select this check box to provide an authentication method, username and password. |
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Authentication Method: Select one of the following: |
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Username (DOMAIN\Administrator): The username used to connect to the domain. |
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Password: The password for the user account used to connect to the domain. |
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All AD objects from this domain: Select this check box to NOT synchronize AD objects from the domain. |
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Search Base: The root container for object discovery. For example: OU=America,DC=corp,DC=company,DC=com |
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Containers: Restricts searches to the specified containers. For example, OU=Sales would search within the OU=Sales,OU=America,DC=corp,DC=company,DC=com search base. |
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Filters: Provide LDAP filters for various object types. For example a User filter of (!cn=User1) would filter out anyone with a commonName of User1. |
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Import: Select the Users Without Mailboxes check box to allow users without mailboxes to log in to Archive Manager. |
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Server Address: Specify either a domain (corp.company.com), or a host name (dc1.corp.company.com). |
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Address Type: Select one of the following: |
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Require Additional Credentials: If the domain that you are connecting to requires additional credentials, select this check box to provide an authentication method, username and password. |
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Authentication Method: Select one of the following: |
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Username (DOMAIN\Administrator): The username used to connect to the domain. |
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Password: The password for the user account used to connect to the domain. |
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Search Base: The root container for object discovery. For example: OU=America,DC=corp,DC=company,DC=com |
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Containers: Restricts searches to the specified containers. For example, OU=Sales would search within the organizational unit, Sales, relative to the search base. To add a container, type in the container name and click Add. To remove a container, select a container and click Remove. |
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Filters: Provide LDAP filters for various object types. For example a User filter of (!cn=User1) would filter out anyone with a commonName of User1. To add a filter, select the type of filter from the drop-down list, enter a name for the filter, and click Add. To remove a filter, select the filter and click Remove. |
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Server Address: Specify either a domain (corp.company.com), or a host name (dc1.corp.company.com). |
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Address Type: Select one of the following: |
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Require Additional Credentials: If the domain that you are connecting to requires additional credentials, select this check box to provide an authentication method, username and password. |
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Authentication Method: Select one of the following: |
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Username (DOMAIN\Administrator): The username used to connect to the domain. |
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Password: The password for the user account used to connect to the domain. |
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Search Base: The root container for object discovery. For example: OU=America,DC=corp,DC=company,DC=com |
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Containers: Restricts searches to the specified containers. For example, OU=Sales would search within the organizational unit, Sales, relative to the search base. To add a container, type in the container name and click Add. To remove a container, select a container and click Remove. |
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Filters: Provide LDAP filters for various object types. For example a User filter of (!cn=User1) would filter out anyone with a commonName of User1. To add a filter, select the type of filter from the drop-down list, enter a name for the filter, and click Add. To remove a filter, select the filter and click Remove. |
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Server Address: Specify either a domain (corp.company.com), or a host name (dc1.corp.company.com). |
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Address Type: Select one of the following: |
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Search Base: The root container for object discovery. For example: OU=America,DC=corp,DC=company,DC=com |
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Import Users: AD LDS/ADAM Users: Select the AD LDS/ADAM Users check box to import user accounts from the AD LDS directory. |
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Username (DOMAIN\Administrator): The username used to connect to the domain. |
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Password: The password for the user account used to connect to the domain. |
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Mail Server Display Name: Enter a name to use for display on the Archive Manager website. |
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Containers: Restricts searches to the specified containers. For example, OU=Sales would search within the organizational unit, Sales, relative to the search base. To add a container, type in the container name and click Add. To remove a container, select a container and click Remove. |
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Filters: Provide LDAP filters for various object types. For example a User filter of (!cn=User1) would filter out anyone with a commonName of User1. To add a filter, select the type of filter from the drop-down list, enter a name for the filter, and click Add. To remove a filter, select the filter and click Remove. |
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On the Azure AD Connector screen, |
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Archive from on-premises when object properties conflict with Office 365: Select this checkbox to archive from on-premises for those users and groups migrated to Office 365. |
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Skip all tenants above for ADC service: Select this checkbox to NOT synchronize Azure AD objects from the tenants in the list above. |
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Tenant Name: Enter the tenant name. |
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All Azure AD objects from this tenant: Select this checkbox to NOT synchronize Azure AD objects from the tenant. |
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Azure Active Directory: Provide credentials to access your tenant. |
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Authentication Method: Select an authentication method. The default value is Modern. |
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User Name/Password: The credentials must have Recipient Management permissions, and have MFA (Multi-Factor Authentication) not enabled on Office 365 unless you have added the Archive Manager servers to Trusted IPs. |
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Advanced Configuration: Configure the discovery options for the tenant. |
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Service Provider: Select your Office 365 service provider. |
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Overridden URI: If your Office 365 provider is "Office 365 US Government", please enter your own Exchange Online PowerShell URI. Otherwise, leave it empty. |
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Organization Unit: This organization unit name is used to filter the Exchange Online mailboxes. To find all of the organization units, execute the following cmdlet from the Exchange Online PowerShell: |
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Filters: Archive Manager uses PowerShell cmdlets to fetch users (Get-AzureADUser), groups (Get-AzureADGroup), and mailboxes (Get-Mailbox). Refer to the Filter parameter for each cmdlet. |
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Import Users without mailboxes: Select this check box to allow users without mailboxes to log in to Archive Manager. |
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Import Migrated Office 365 objects not found on-premises: Select this check box to allow Archive Manager to synchronize migrated users and groups that are not found in on-premises domain by SID (Security Identifier). |
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Hybrid Configuration: Configure your on-premises Active Directory for a hybrid environment. See Step 5 for more information about the fields. |
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Summary: This screen displays a list of the settings that you have selected. Review the settings and click Finish to set up the Azure AD Connector. |
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On the Exchange Store Manager screen, enter the directory path for the Exchange Store Manager Export folder, and select the Store Manager Group which you want the Exchange Store Manager to process on the local machine. |
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Export folder: Directory Path: You can select a local path or a network share path to store the XML files that are exported by the Export Store Manager. |
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Store Manager: Store Manager Group: Select the Store Manager Group which you want the Exchange Store Manager to process. The selected group name can be configured on the Archive Manager website, in the Mail Servers page. |
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On the Lync Store Manager screen, enter the directory path for the Lync Store Manager Export folder, and select the Store Manager Group which you want the Lync Store Manager to process on the local machine. |
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Export folder: Directory Path: You can select a local path or a network share path to store the XML files that export by the Lync Store Manager. |
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Store Manager: Store Manager Group: Select the Store manager group which you want the Lync Store Manager to process. The selected group name can be configured on the Archive Manager website, in the Lync Servers page. |
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On the Data Loader screen, select a data loader group from the drop down list to run in the server. |
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On the SMTP Mail Server screen, enter the information for the outgoing SMTP mail server: |
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Mail Server Name: Enter the host name of the SMTP mail server. If your mail server requires SMTP authentication, enter the login details below. Leaving these fields blank forces Archive Manager not to authenticate. |
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Mail Server Port: Enter the port number of the SMTP mail server. The default value is 25. |
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SMTP Login: The login name for the mail server. |
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SMTP Password: The password for the mail server. |
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On the Website screen, enter the settings for the Archive Manager website: |
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Website Name: Name for the Archive Manager site. |
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Host Header: Name of the server without the protocol prefix (without "http://" or "https://"). |
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IP Address: IP address of the web server. |
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Port: Port number (default=80) for the Archive Manager web server. |
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Reset Password: When upgrading from a previous version of Archive Manager, to reset the Admin account password, select the Reset Password check box and enter a new password. |
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Admin Password: Password for the Archive Manager administrator. You cannot leave the password blank. Note that the Archive Administrator’s login name is Admin, and this cannot be changed at the time of installation. |
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Confirm Password: Re-enter the administrator password. |
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Website Name: Name for the Archive Manager site. |
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Host Header: Name of the server without the protocol prefix (without "http://" or "https://"). |
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IP Address IP address of the web server. |
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Port: Port number for the Archive Manager web server. |
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Share main website files: Archive Manager will use the same files on disk. Use this option if both instances of Archive Manager use the same authentication type (e.g., Windows or Forms). |
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Create separate files for this website: Archive Manager will create a copy of the website files for the new website. Use this option if you need different authentication schemes for each of your website instances. |
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On the Storage Location screen, set up the location for the attachment store. Click Add... to access the Storage Location Type screen, then select an attachment store type and configure it. |
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Select File System from the drop-down list and click Next to access the File System Store Setup screen and enter the following information. |
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Network Share: Enter the name of the share for the storage location. |
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Store message data for compliance: Select this check box to save copies of all of the emails to be stored in external storage. This setting will apply to all storage locations. |
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Compliance Directory Path: Enter a storage location path in this box. This can be an absolute path or a shared path with Full Control permissions to the Archive Manager Administrative Group. |
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Default Storage Location: Select this check box to make the current storage location the default storage location. |
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Select EMC Centera from the drop-down list and click Next to access the EMC Centera Store Setup screen and enter the following information. |
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Connection String: The connection string specifies the Centera device. |
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Store message data for compliance: Select this check box to save copies of all of the emails to be stored in external storage. This setting will apply to all storage locations. |
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Default Storage Location: Select this check box to make the current storage location the default storage location. |
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Select NetApp SnapLock from the drop-down list and click Next to access the NetApp SnapLock Store Setup screen and enter the following information. |
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Share Name: Enter the share name for the storage location. |
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Retention Time: Enter the number of days, months, and years for retention. These settings are enabled only if you have selected Archive Manager Default. |
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Store message data for compliance: Select this check box to save copies of all of the emails to be stored in external storage. This setting will apply to all storage locations. |
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Default Storage Location: Select this check box to make the current storage location the default storage location. |
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Select Caringo DX from the drop-down list and click Next to access the Caringo DX Store Setup screen and enter the following information. |
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Hosts: Enter the hosts to connect to. If there are multiple hosts, they should be entered in a comma-separated list. |
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Port: The port to connect to. |
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Username: The User Name to connect to the Caringo service. |
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Password: The password for the account used to connect to the Caringo service. |
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Store message data for compliance: Select this check box to save copies of all of the emails to be stored in external storage. This setting will apply to all storage locations. |
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Default Storage Location: Select this check box to make the current storage location the default storage location. |
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Click Next to access the Caringo DX Advanced configuration screen. |
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Cluster Name: The name of the cluster for the Caringo DX storage location. |
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Proxy Address: The cluster reverse proxy IP address. |
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Port: The cluster reverse proxy access port. |
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Realm: The Caringo security domain/realm. |
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Bucket: The name of the container within the device. |
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Max Retries: Maximum number of times to retry a command on a communication or server failure. |
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Max Stored Connections: The maximum number of connections stored in the connection pool. |
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Pool Timeout: The time in seconds that the connection pool will store an open connection. |
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Locator Retry Timeout: The amount of time the locator should wait before retrying a previously discarded host address. |
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Hash Type: The hash algorithm to use to verify content integrity. |
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Connection Timeout: Time in seconds that a request will wait for a connection and for activity on a request. |
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Named: Check to enable the use of Named objects. Uncheck to use automatically generated UUIDs (Unique User IDs). |
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Validate: Check to enable content integrity verification. |
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Replicate: Check to enable immediate replication of objects as they are stored. |
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On the Full Text Index Setup screen, the Default Configuration check box is selected by default. The Full Text Index will be sectioned into partitions based upon the default rollover policy. Using multiple (physical) hard disks may improve indexing and searching performance and is required for automatic index failover (recovery). |
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Index drives: Select the drive(s) to use for indexing. Automatic index failover requires 2 or more drives to be selected. |
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On the Outlook Form screen, enter the following information. |
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Install/Reinstall Outlook Form into Exchange Server: Select this check box to install or reinstall an Outlook Form and then select an Outlook Form from the drop-down list. If you have already installed the Outlook Form, you do not need to install it again. If you have upgraded to a new version of the product, select this check box to install a new version of the Outlook Form. |
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Mail Server: Select the mail server you want to install the Outlook Form into and enter a delegate email address. |
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Same address for all mail servers: Click this button to automatically populate all selected mail servers with the delegate address you entered. |
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The Default Policy screen displays tenants or mail servers that have been found with the directory connector settings entered previously. Enter the following information. |
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Create a default policy on tenants/servers defined below: Select this check box to add a default message policy to the tenants or servers listed. Selecting this check box selects the entire server or tenant list. You may deselect individual tenants or servers. |
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On the Advanced Settings screen, configure the additional optional settings if needed. Click Add to add a configuration setting. Click Remove to remove a configuration setting. Click Revert All to go back to the original settings. |
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The Summary screen lists all of the settings you have entered. Click Finish to apply these settings in the Configuration Console. |
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AfterMail URL: Sets Archive Manager website URL. This field should be auto filled by Configuration Console. If you have changed the website URL by IIS, change this setting accordingly. |
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CACHE TIME: The time in minutes to keep the message and attachment search result in cache. The default value is 30 (minutes). |
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CommandTimeout: The maximum time in seconds to execute a command. The default value is 600 (seconds). |
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Hosted Server Proxy Credentials Password Validity Days: The default password validity period of proxy credentials for hosted mail servers. This setting applies to the proxy credentials without an expiration date specified when added. The default value is 80 (days). |
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Enable Delegate View Message: This setting enables users to view messages in Archive Manager without permission check. When it is set to True, for example, a message that was originally forwarded as an attachment to a user will be visible in Archive Manager and can be opened by the user. The default value is False. |
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CleanUpTime: Deletes all of the old temporary "scratch" tables that the program generates for searches and other functions. The script defaults to running at 12:01:01 a.m. every day. This time is configurable. Since the Retention Engine also uses temporary tables, the CleanUp script should not be run at the same time as the Retention Engine. Most administrators choose to run the CleanUp script before the Retention Engine, which may occasionally run for prolonged time periods. |
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