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Archive Manager 5.9.6 - 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

Federated Search Instances

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About Federated Search Instances
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Troubleshooting
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Editing Federated Search Instances
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Performing searches on Federated Search Instances
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Troubleshooting

About Federated Search Instances

The Federated Search Instances menu option allows the administrator to create and update remote Archive Manager instances so they can be searched simultaneously. This option is useful if you have multiple Archive Manager instances located at different sites. In order to search a remote instance, you must set up a Federated Search Instance, and configure all the websites launched by your Archive Manager instances at different sites as the same authentication mode. For more information about how to configure the authentication mode, see Authentication modes.

Note that when searching Federated Search Instances, certain features of Archive Manager cannot be used remotely. However, you can go directly to the remote instance(s) to perform the following actions:

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Use the Access History tab to view information about users that have accessed messages that reside on a remote instance.
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Use the Tags tab to view or add tags and tag values to messages that reside on a remote instance.
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Use the Comments tab to add comments to messages that reside on a remote instance.

Adding Federated Search Instances

To add a Federated Search Instance:
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Go to the Archive Manager Administration menu page and click Federated Search Instances.
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On the Federated Search Instance Administration page, click Click here to Add a Federated Search Instance.
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Enter the following information:
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Name: The display name of your Federated Search Instance.
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Remote Server: The name of the remote Archive Manager server that you want to add.
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Remote URL: The URL of the remote instance. For example, http://<archivemanager>
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Weight: Enter a numeric value between 0 and 255 to indicate the order of the Federated Search Instances when returning search results. Search results will be displayed in order from the highest numbered Federated Search Instance to the lowest. The local server will always be searched first.
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Username: The user account used to sign in to the Federated Search Instance. The user must have the Impersonate security action. For information on security roles and adding actions to security roles, see the Security roles chapter in this guide.
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NOTE: The user conducting the search must sign in to the local server and have an account on the remote instance(s). For Windows Authentication, the user must be a domain user; for Forms Authentication, the user can be a domain user, or an Archive Manager user, such as “Admin”.
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Password: The password for the user account used to sign in to the Federated Search Instance.
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Domain: The domain where the Federated Search Instance resides.
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NOTE: The domain name must exactly match the one shown in the Logins page of the Administration Website for this account.
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Active: Check this box to include the Federated Search Instance that you are adding to the search.
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Click Add to add a Federated Search Instance.

Editing Federated Search Instances

To edit a Federated Search Instance that you have added:
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Click the Edit icon located to the left of the name of the server you want to edit.
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Edit the desired fields and click Update.

To add or modify a Federated Search Instance, you first need to add the Edit Federated Search Instances action to your security role. This action is added by default to the Administrator role.

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