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Archive Manager 5.9.3 - SDK Guide

SDK reference Deployment considerations for Exchange System requirements Hardware recommendations Pre-installation preparations Installing and configuring Archive Manager Upgrading/Uninstalling Archive Manager Post-installation tasks Appendix A: Attachment store types

Pre-installation preparations

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Configuring the Archive Manager Services server
•
Configuring the Archive Manager SQL database server
•
Creating accounts and granting permissions
•
Configuring the Exchange server for journaling
•
Configuring and Registering a new Archive Manager application on Azure Portal
Before installing Archive Manager, complete the following pre-installation steps:
•
Install the required prerequisites and configure the Archive Manager Services server.
•
Set up and configure the Archive Manager database server.
•
Create the accounts required for Archive Manager and grant permissions.
•
Configure your Exchange server for journaling, if necessary.
* 
NOTE: You can install Archive Manager Services and the Archive Manager SQL database on the same computer.

Each of these steps is explained in detail in the sections below.

Configuring the Archive Manager Services server

* 
TIP: See the System requirements chapter for required versions of the components cited in this section,
To configure the Archive Manager Services server:
1
Update the server.
Install the latest supported service pack levels for use with Archive Manager.
2
Configure your antivirus software.
•
Disable real-time scanning.
•
Prevent your antivirus software from scanning the Data Load directory and the Microsoft SQL Server database files.
•
Remove Antivirus scanning from the %temp% directory.
3
Configure your firewall.
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If you are installing Archive Manager from a remote computer, open port 8686 for the Installation Wizard. The port should be opened during the installation session only.
•
If you are planning to install web services and the Full-Text search service on separate computers, open port 8687 for the Archive Manager search service.
•
Note that this is not the common configuration, but it is available if needed. If an application-level firewall is installed, the Archive Manager Full-Text Search Service must be allowed to listen on port 8687.
4
(Optional) Install IFilters.
Install third-party IFilters to enable searching attachment file formats. Searching and indexing of all attachment file types is enabled by the installation of particular IFilters for particular file types. See the System requirements chapter of this guide for more information about obtaining the IFilters you need.
5
(Optional) Create a DNS Entry.
Create a DNS entry for "ArchiveManager" that points to the Archive Manager web server. If necessary, refer to Microsoft’s KnowledgeBase article #814591 (link current as of this document release) for more information.

Configuring the Archive Manager SQL database server

To configure the Archive Manager SQL database server:
1
Install Microsoft SQL Server.
Ensure the folder containing the database files is not compressed.
2
Configure the SQL Agent service.
Make sure the SQL Agent service is started and that its startup method is set to Automatic.

Creating accounts and granting permissions

Archive Manager requires the creation of several accounts and one group in Active Directory Users and Computers:

* 
NOTE: When creating the accounts, remember to clear the User must change password at next logon check box and mark Password never expires.
 
Table 3. Account purposes
Account or group
Purpose

Exchange Storage Manager account
(ArchiveMgr_ESM)

This account will be used to run the Exchange Store Manager Service. If you have a parent/child domain setup and are installing Archive Manager in the child domain, you need to create two accounts. An Exchange Store Manager account must be created in the child domain for the Archive Manager installation, and another Exchange Store Manager account must be created in the parent domain. Remember to make the account mailbox-enabled.

Archive Manager Service account (ArchiveMgr_Service)

This account will be used to run other Archive Manager services, the Web site, and any other processes that do not require specific access to Exchange.

Journaling account (ArchiveMgr_Journal)

This account will be used to access the journal mailbox. Remember to make the account mailbox-enabled.

Global security group (ArchiveManagerServiceUsers)

This group will include the Exchange Storage Manager account and the Journaling account.

Archive Manager Exchange Admins Group

A Domain Group containing the ESM Account. Note that this group is not created by the installer, so must be created manually. This account should be created before Archive Manager is installed. Group must contain the ArchiveMgr_Service and Archive- Mgr_ESM users. If journaling is enabled on the Exchange Server and a MAPI DataLoader is required, then the ArchiveMgr_Journal user must also be added to this group. This group must be granted Exchange "Receive-As" permission on all mailboxes. Should also be a member of the Exchange View-Only Adminstra- tors group.

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