Archive Manager 5.9.5 and later Installation and Upgrade Guide (4372829)

Archive Manager 5.9.5 and later Installation and Upgrade Guide
 

Pre-requisites:

Before starting the installation or upgrade to Archive Manager 5.9.5 and later, ensure that you have the following requirements:

• Software Requirements:
  • Outlook 2019 (32-bit) Pro-Plus
  • Latest version of AzureAD Module
  • ExchangeOnlineManagement Module (Minimum version 3.2)
  • Latest version of MsOnline Module
  • Latest version of Microsoft.Graph Module
  • Windows Server 2019 or newer

Account Requirements:

To ensure a successful installation or upgrade, consider the following account-related points:

• The installer account must be part of the Local Administrator group.
• The installer account should have sysadmin privileges in the SQL Server hosting the Archive Manager database. Alternatively, you can run the installer using an account with sysadmin permissions.
• Archive Manager Proxy Credentials must have an associated mailbox in O365.

Upgrading from 5.9.x to later:

To upgrade from Archive Manager version 5.9.x to later, follow these steps:

1. Log in to the server using an account with the permissions mentioned above.

2. Open PowerShell as admin and run these commands:

   • Uninstall-Module -Name ExchangeOnlineManagement -AllVersions
   • Install-Module -Name ExchangeOnlineManagement -force
   • Install-Module -Name MSOnline -force
   • Install-Module -Name AzureAD -force
   • Install-Module -Name Microsoft.Graph -force

3. Open Command Prompt as an administrator and navigate to the installation directory.

4. Run the installation command using msiexec /i "ArchiveManagerInstaller.msi" /L*V "Install.log"

5. If the installation encounters a rollback, ensure the installer account has sysadmin privileges in SQL, and disable UAC on the local server.

6. Once installation is complete, close the installer.

7. Locate the "Archive Manager" certificate on the Archive Manager Service account's desktop. (The one running the ADC service)

8. Open a browser and log in to the Azure Portal using Admin Credentials.

9. Upload the "Archive Manager" certificate under "Certificates & Secrets."

10. Copy the Certificate Thumbprint value.

11. In the Archive Manager Configuration console on the Archive Manager server, navigate to advanced settings, and add a new parameter named "CertificateThumbprint."

12. Add the copied Thumbprint Value to the CertificateThumbprint parameter (use the Thumbprint value - First column).

13. Update API permissions in the Azure Portal using Admin Credentials.

14. In the Archive Manager Application on Azure Portal, add Microsoft Graph application permissions:

    • User.Read.All
    • AccessReview.Read.All
    • Application.Read.All
    • Directory.Read.All
    • Group.Read.All

    After adding permissions, click "Grant Admin Consent" for the tenant.

15. Restart the ArchiveManager server upon completion and ensure successful ESM automated task scanning.

16. Verify if the ADC logs report successful scans on O365 accounts.

Following these steps will ensure a smooth installation or upgrade process for Archive Manager 5.9.5 and later while meeting all pre-requisites and account requirements.