More actions
In ArchiveWeb the user can search in archived documents, lock them or adjust the list view. All these and also other tasks are accessible through the More actions menu.
Use the Download option to download the selected documents.
Performance hint: If Files server contain large files (with size more than 20 MB) it is possible to speed-up the download time and save some system resources. Administrator can set the following keys under <appSettings> in the ArchiveWeb web.config file:
Pam4HSMWS - defines URL of PAM4HSMWS web-service
| Pam4HSMWSMethod | - defines download method used, possible values: 1 (file is downloaded to cache first), 2 (file is accessed directly in HSM server). Preferred value is 2. |
DownloadChunkSize - size of the chunks used for download (default value is 32768 bytes)
Example of settings:
<add key="Pam4HSMWS" value="http://AW7:7782/PAM4HSM/PAM4HSMWS.asmx" />
<add key="Pam4HSMWSMethod" value="2" />
<add key="DownloadChunkSize" value="32768" />
Via the Restore option you can restore the whole archived item to the current shortcut location (the item in the archive is not changed in any way).
Use the Add tags / Remove tags options to tag your items. You can use already created tags or create new ones directly in the pop-up dialog.
Use the Lock document / Unlock document option to handle document locks (for more information see the Legal hold lock documents section).
The Mark for deletion option marks the given item(s) for deletion in the archive, i.e. when the retention time elapses, the item(s) will be completely deleted from the archive. Until then they stay unchanged.
To display only items marked for deletion, click the deleted category above the list view.
Use the Extend retention time option to INCREASE the time for which the item cannot be deleted from the archive. Retention time is set by selecting a date from a Calendar control. Retention time that points to the past cannot be set. After the specified date the item can be deleted manually or by a Delete job if such is scheduled in the Enterprise Manager (for Files).
HSM defines retention as a number of months from the time when the document was stored in HSM or from the time when the retention was changed. These different approaches cause that retentions in Archive Manager and HSM do not match. Especially if files creation/modification date is used for documents life-cycle or the retention of the document is changed. In such situation the document in HSM is always protected longer than in Archive Manager. Because of this, the document can remain in HSM and cant be deleted by the delete job until HSM retention expires.
The difference between HSM and Archive Manager retention can be up 2 months.
Under the File Archive tab the user can access all files that were archived. Even if the archived file was deleted from the file system, it is accessible in ArchiveWeb. Such items, i.e. archived items which have no shortcut in the file system, are so called LOST ITEMS.
On the ALL tab it is not possible to distinguish between these lost items and normal items with shortcuts. However, to see only lost items of the given folder, select the LOST tab above the list view.
Legal hold – lock documents
For audit purposes documents can be locked by the user. When the document is locked, it remains in the state in which it was locked, i.e. it cannot be deleted, edited etc. simply it cannot be changed in the system.
To lock documents, select the desired documents in the main pane. In the right upper corner of the preview pane click the More actions link (MENU).
From the menu select Lock document. Locked documents will be displayed with a lock icon (
NOTE: Unlock documents by selecting Unlock document from the More actions menu.
NOTE: To display only locked items in the given folder, click the LOCKED tab above the list view.
Search
ArchiveWeb offers two types of search capabilities:
Keyword search - this type of search uses keywords to search through archived emails and files. If you have installed Archive Manager for Exchange and Archive Manager for Files on the same server, you can use the keyword search capability to search for archived items across both products at the same time.
Advanced Search - this type of search uses an expanded set of search criteria with product-specific search capabilities. If you have installed Archive Manager for Exchange and Archive Manager for Files on the same server, you can use the advanced search to search for archived items in one product at a time.
Requirements
1.Archive Manager Search must be installed. This is installed by default during an Express installation or you can choose to install it using Advanced installation. For more information see the Metalogix Archive Manager for Files Advanced Installation Guide.
2.Optical Character Recognition (OCR) search is an optional feature that can also be activated through the Archive Manager Configuration tool.
3.Requisite Roles and Permissions must be granted to users who can use the search feature.
In this chapter:
Keyword Search
Keyword search provides a fast and flexible search for keywords in the email body and attachments of messages in Metalogix Archive Manager for Exchange, and file content in for Metalogix Archive Manager for Files. When both products are installed, you can search for the same keyword across both products.
Prerequisites
·Archive Manager Search is installed
·The post-processing plugin is configured in the Archive Manager Configuration Tool > Post Processing > Post Processing Scopes for both Archive server for Exchange and Archive server for Files depending on the products that are installed.
Steps to use keyword search
The steps described below assume the following default settings on the Profile page of ArchiveWeb.
·Show search field in header is selected which displays the keyword field in the header.
·Keyword is set to Exact phrase. No wildcards are added. The user can add a wildcard manually if needed.
·Set default search scope is set for both Exchange and Files.
The steps are as follows:
1.Log in to ArchiveWeb.
2.Enter a word, phrase or combination of words with logical operators like AND and OR in the keyword field in the header.
3.Press the Enter key on your keyboard.
-or-
1.Log in to ArchiveWeb.
2.Click Search from the main menu. The Search view opens.
3.Click the Search tab and then click Criteria from the navigation pane.
4.For the Search Scope, select the Exchange check box.
5.Click the Search button at the bottom right-hand corner of the page. The search results are displayed on one or two tabs depending on whether one or both products are installed. See Search Results for more information.
·Exchange Search Results
·Files Search Results
Wildcards
Keyword search supports wildcards as described in the table below:
|
Wildcard |
Description |
Example |
SQL representation |
|---|---|---|---|
|
* |
A substitute for zero or more characters. You can insert wildcards before, after, or before and after a word. |
*.htm |
LIKE '%.htm' |
|
? |
A substitute for a single character to match |
Clas?ic film.mpg |
LIKE 'Clas_ic film.mpg' |
Document tags
The Document Tags page displays the tags that you can specify in a search. See Tags for more information about setting up document tags. To search for emails that are tagged, do the following:
1.Select one or more document tags.
2.Select a search option as described below:
a.Marked with all selected tags - select this option to search emails which are tagged with all the selected tags.
b.Marked with any selected tag - select this option to search emails which are tagged with any of the selected tags.
