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Metalogix Archive Manager for Files 8.1.1 - Quick Start Guide

Introduction

The installation package makes the Archive Manager installation process very transparent and intuitive. This manual leads you through the dialogs of the installation wizard and describes the step-by-step installation of Archive Manager for Exchange and Archive Manager for Files.

What is Archive Manager for Exchange

Archive Manager for Exchange is a software solution for email archiving. It allows you to archive mail into a pre-defined store even with a different retention times. Any email can be restored at any time along with its attachments. It provides full version management so you can retrieve any of the versions. Our full-text search engine searches through the archives by applying various search criteria.

At archiving, Archive Manager replaces archived emails on the MS Exchange server or Office 365 with a shortcut, which takes up much less space. Messages remain available, however, and end-users can work with them as usual. This helps you to increase capacity on your MS Exchange server. Furthermore, our OWA support lets you access archived e-mails easily without any reconfiguration via Web Access. Blackberry/Android/iOS etc. users can read their archived emails via Universal Access feature. Archive Manager also offers an Offline Folder Service for those who wish to access their mails while on the road. Emails can be copied into the Offline Folder using a standard synchronization process. Archive Manager comes with a plug-in for MS Outlook that gives users authorized by the administrator the ability to control certain archive functions themselves.

What is Archive Manager for Files

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 Archive Manager you increase the capacity of fast and expensive storage media by using cheaper slower devices without increasing access time to often used files. The administrator can define which of the 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.

Archive Manager includes a data storage system, i.e. a Hierarchical Storage Management system (HSM) which was developed by Metalogix Software. It allows storing of data (even all company data) on one or more file-servers. A shared store can also be used. HSM ensures that files with identical content are stored only once regardless of where their respective original file (the Single Instance Store Service) is located.

Hardware & Software Requirements

Please refer to the following documents:

MetalogixArchiveManagerForFiles_8.1.1_Prerequisites

MetalogixArchiveManagerForExchange_8.1.1_Prerequisites

Architecture

The components of Archive Manager are as follows:

HSM Server - a data storage system developed by Metalogix Software for managing your store

Archive Manager for Files - Metalogix licensed product primarily dedicated to file archiving

Archive Manager for Exchange - Metalogix licensed product primarily dedicated to email archiving

Archive Manager for Exchange 64bit Extension - optional component for OWA support and synchronization of Exchange permissions with Archive Manager

Archive Manager Search (optional) - fulltext search engine capable of searching archived emails/documents throughout the entire enterprise

Universal Access component (optional) - complement to Archive Manager for Exchange allowing Android, iOS, Blackberry device as well as Windows Phone 8, Mac and Linux users to handle archived emails as usual emails

SMTP Service component (optional)  - feature that enables processing of messages from external email server (O365, Gmail, Exchange, etc.) into Archive Manager for Exchange

ArchiveWeb server (optional) - archive interface with advanced search and reporting functionality

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NOTE: Archive Manager is a highly scalable product and administrators can also choose to install into a more complex environment than described within this guide. To secure load balancing and enable multiple archiving for large organizations, Archive Manager provides you with the ability to configure several Archive Manager servers. For more information on more complex scenarios and distributed environment please refer to the Full Install Guide for Archive Manager for Exchange.

 

 

Installation

To run the Archive Manager setup the following is required:

.NET Framework 3.5 and 4.5 Full on the server.

Administrator/User performing the installation has to be a Domain Administrator and must be allowed to run remote PowerShell scripts.

Ability to run the setup as an administrator.

1.Run the Metalogix Archive Manager Installation Package. As default it unzips to C:\Metalogix \Archive Manager Installation package but you can use the Browse button to change the directory. Click Unzip.

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NOTE: It is a good practice to always unzip to the same directory. This is especially important when updating the product. Keeping the installation in the same folder helps you to run the update always with the same settings.

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2.When the files unzip, click OK.

3.On the left navigation bar click Installation.

4.Read and accept the terms of license agreement by checking the I accept the terms of license agreement to continue. Click Next.

5.Now select the type of installation:

·Express installation - used for not very complex environments where all components can be installed at once.

·Advanced installation - individual components can be installed separately.

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In the next steps we will guide you through the Express installation. For more information on Advanced installation steps see the Advanced installation section below.

6.Under Installation Components select if you want to install Archive Manager for Exchange and/or Archive Manager for Files. If necessary, change the installation folder. Then click Next.

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7.Should any of the selected components require database, the wizard asks which database engine will be used.

(This dialog applies only for fresh installation. If any database-based component has already been installed, you have specified your database engine already and this dialog is skipped.)

IMPORTANT: The database server must be available prior installation.

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Select your database provider:

·Microsoft SQL Server (MS SQL Server 2008 and higher)

·Oracle (Oracle 11g, 12c or 18c)

Click Next.

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NOTE: In this manual we use Microsoft SQL Server.

8.The wizard now checks the prerequisites. Depending on the selected components, the following may be required:

Ø.NET Framework 2.0, 3.5 and 4.5

ØMDAC

ØMAPI (i.e. Outlook 2010 or higher)

ØMicrosoft Windows Features and Roles

ØVisual C++ Redistributable Packages

ØProduct license(s)

ØOracle Client (in case of connecting Oracle DB)

The installation process can proceed only after all requirements are fulfilled. The next step describes the license validation. Should you have the valid license, proceed to step 10.

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9.Before proceeding with installation, you need to apply the license. This may apply also to updating from older versions as the license handling has changed. To apply the license, click Validate your license button. There can be two different situations:

·Archive Manager server has an internet connection (a)

·Archive Manager server has NO internet connection (b)

a)If Archive Manager server has an internet connection, follow the next steps:

v Enter your license key and click Next.

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NOTE: If the internet access is filtered out by proxy on the Archive Manager server, click the Set proxy link to enter the respective parameters.

v License will be validated and you can continue the installation.

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b)If the Archive Manager server has NO internet connection, follow the next steps:

v Insert your license key.

v Select the Offline activation radio button and click Next.

v Copy the activation request text from the Activation request text box or save it as a file (click the Save to file link)

v On a machine with internet access open the Activation URL (listed under the Activation Request).

v Paste the activation request text you have copied or Browse for the file you have saved and click Activate

vActivation text is generated. Again copy the text or save it as a file

vBack on the Archive Manager server click Next to proceed to the Enter your Activation Response dialog. Paste the Activation text you have copied from the Quest web page or load the file.

vClick Next, then Finish.

When you have successfully applied the license, click Next in the install wizard to continue the installation.

10.In the Superuser settings window you need to specify an account (‘domain\user’) with a mailbox under which Archive Manager will be running. This user is referred to as superuser and has logon permissions to the Archive Manager Administration console. You can create a new account by simply entering the account name as ‘domain\user’ and password for it. The install package will create the account with necessary rights.

Fill in its password and click Next.

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11. Now you need to enter database connection details.

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The wizard will create the required databases for you. Just enter the desired authentication type and your SQL server details:

v under the Authentication section select:

oSQL Authentication and enter SQL user & password

oor Integrated Windows Authentication if the super-user specified in the previous dialog has appropriate permissions to manage database objects (create tables, stored procedures etc.) on the chosen SQL server

v Under the Server Instance section enter:

oServer Name – name of the desired SQL server in your environment

When finished, click Next.

12. Here you enter configuration for the HSM storage (where your archive will be stored). The default folder is C:\HSM. As the location of HSM needs to have ample hard disk free space on strong hardware we RECOMMEND CHANGING the location by clicking the Browse button.:

Click Next.

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13. Now allow installation package to add Archive Manager components to the Windows Firewall Exception list. Archive Manager components will be then able to communicate through the firewall. Click Next.

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14. The installation summary displays settings you have specified in previous steps. It is useful to print the summary. Click Next to start the installation.

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15. Wizard may ask for permission to install Microsoft Visual C++ 2010 redistributable package (x86), if this is not installed.

16. In case that Archive Manager for Exchange has been selected for the installation, you will be asked to specify which particular features should be installed.

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The features you can select are described below:

Application Server

Please select this option only for the computer where Archive Manager Server will be running. By selecting this option you will install the basic components of Archive Manager.

PST Import

As for PST Import, it is an application collecting and archiving users’ PST files. It can be used only on the machine where MS Outlook is installed.

Supported Outlook versions:

oOutlook 2010 (32 bit)

oOutlook 2013 (32 bit)

oOutlook 2016 (32 bit)

oOutlook 2019 (32 bit)

(For more information on how to use and configure the PST Importer, see the “Administrator manual for PST Importer”.)

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IMPORTANT: The PST Import component can easily be installed on any machine with the following minimum requirements:

Windows Server 2008 R2 SP1

.NET Framework 2.0 SP2

Outlook 2010 (32 bit)

Administrative tools

By selecting this option you will install the Configuration tool and the Enterprise Manager, which are included among administrative applications of Archive Manager.

Forms Installer

Forms Installer contains custom forms and FormsInstaller.exe tool which publishes the forms in the Organizational Forms Library. It can only be used on a computer where Outlook is running. You can also choose any client machine with Outlook 2019 (32  bit) / Outlook 2016 (32 bit) / Outlook 2013 (32 bit) / Outlook 2010 (32 bit) and .NET Framework 2.0 SP2 installed to be able to publish the forms.

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NOTE: There is always a FormsInstaller setup to be downloaded together with the Archive Manager setup. This smaller setup installs the FormsInstaller.exe tool on the client machine.

Auditing

Auditing allows administrator to log defined user actions in the email archive, i.e. administrator has an overview of user actions as archiving, retrieving, restoring and even executed fulltext searches (in Outlook and ArchiveWeb). This feature can be installed on Archive Manager server or on a separate machine (for detailed information see the “Auditing manual”).

Monitoring service

This service is implemented since v5.1. It automates monitoring of other Archive Manager (MAM) services and alerts administrator via notification email if necessary. Notification mail is send only if some error occurs. For more information see the “MAM services – Basic description” manual.

Documentation

Available documentation

17. In case the ArchiveWeb has been selected for installation, the following two dialogs appear.

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In case of fresh install:

Check the check box for the Archive Manager installed in your environment – Files or Exchange.

The MultiTenant Web Service URL is filled in automatically. No need to change it.

The Files Web Service URL is filled in automatically as follows:

http://<AMFilesServerName>/FilePAMWebService/GetFile.aspx

Just make sure to check the <AMFilesServerName>. It has to be the name/IP address of the machine where Archive Manager for Files is installed.

The Exchange Web Service URL is filled in automatically as follows:

http://<AMExchangeServerName>/FilePAMWebService/GetFile.aspx

Just make sure to check the <AMExchangeServerName>. It has to be the name/IP address of the machine where Archive Manager for Exchange is installed.

When finished, click Next.

18. Further check which Archive Manager components are installed in your environment:

·Archive Manager Auditing

If checked, fill in also the Auditing Server Name and Port. These information can be found in the Archive Manager Configuration tool on your auditing server

(<installdir> / Program Files(x86) / Common Files / PAM / PAMConfig / PamConfig.exe) >>> see the Auditing/Database and Connection tabs

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·Full Text Search

If checked, fill in also the MAM Search URL text box:

tcp://<FullTextServerName>:<FullTextPort>/PamSearch

Again, these information can be found in the Archive Manager Configuration tool on your fulltext server

(<installdir> / Program Files(x86) / Common Files / PAM / PAMConfig / PamConfig.exe) >>> see the Search/Search Scopes and Connectivity tabs

Click Next.

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IMPORTANT: After installation please make sure to allow Web Service Extensions ASP.NET v2.0 and 4.0 on your Archive Manager server. Follow the next steps:.

·On Windows Server 2012, Windows Server 2016 or Windows Server 2019

Click Start /Administrative Tools /Internet Information Services (IIS) Manager. Select server node and open the ISAPI and CGI Restrictions feature.

Check if ASP.NET v2.0 and 4.0 ISAPI extensions are installed and allowed.

·On Windows Server 2008 R2 SP1

Click Start /Settings /Control Panel /Administrative Tools /Internet Information Services (IIS) Manager. Select server node and open the ISAPI and CGI Restrictions feature.

Check if ASP.NET v2.0 and 4.0 ISAPI extensions are installed and allowed.

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