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Archive Manager 5.4 - Installation and Configuration Guide for Exchange

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 Appendix B: Installing the Archive Retrieve tool for BlackBerry users

Installing Archive Manager­­

2
Click the Install tab.
3
Under Product, click the Archive Manager link to run the installer.

In addition to providing a link to the Archive Manager installer, the AutoRun program provides other useful information about Archive Manger including: a link to distribute the Outlook Form, prerequisites and redistributables, integrations, documentation, information on the Archive Manger Online Community, and contact information.

NOTE: Please refer to the System requirements chapter of this guide prior to installing Archive Manager.
1
On the Welcome to the Quest® Archive Manager Setup Wizard screen, click Next.
2
On the License screen, scroll through the license agreement and then select the I accept the terms of the license agreement check box and click Next to continue.
3
On the SQL Server settings screen, enter the following information:
a
Server name: The name of the SQL Server you plan to use.
b
In the Log on to the server section, select either Use Windows Authentication or Use SQL Server Authentication and specify credentials, if required. The authentication mode you specify will be used to install the Archive Manager database.
c
Database name: Enter a name for the Archive Manager database.
4
Click Next. If no database exists, the following message is displayed:
5
Click Yes to create a new database.
6
On the Log folder screen, click Next to install to the default log folder or click Change... to select another folder.
7
On the Destination Folder screen, click Next to install to the default destination folder or click Change... to select another folder.
8
On the Custom Setup screen, select your environment and the product components to be installed. Each component can be installed independently.
9
The Features to Install screen displays the components that you have selected for installation, and the prerequisite software that will also be installed. If the list is correct, click Next.
10
On the Ready to install Quest® Archive Manager screen, click Install to begin the installation. If you want to review or change any of your installation options prior to starting the installer, click Back to go to the previous screens.
11
The Installing Quest® Archive Manager screen provides installation status messages as the installation progresses.
12
The Completed the Quest® Archive Manager Setup Wizard screen is displayed when the installation has completed. The Launch the Configuration Console when setup exits check box is checked by default. If you do not want to go straight to the Configuration Console, deselect the check box.
If there were any problems installing the prerequisites, a View Installation Warnings check box is displayed. Select this check box to get detailed list of the installation warnings.
13
Click Finish to exit the setup wizard and launch the Configuration Console if you have selected to do so.
NOTE: If a SQL Server availability group has been specified when you install Archive Manager, you must add the databases Archivemanager (the one you specified in Step 3) and Aftermail_TEMP to the Availability Databases of the owner node after the installation. To check which is the owner node with Failover Cluster Manager, expand the cluster name, and click Roles.

Configuring Archive Manager

The Archive Manager Configuration Console allows you to configure the settings needed to begin using Archive Manager. The first time you configure Archive Manager, you must walk through the screens in order by clicking Next after each screen.

After completing the initial configuration, the Configuration Console will switch to an edit mode where any screen can be configured in any order. In edit mode, click Apply to save your settings.

Configuration pages are displayed only for the features that you selected during installation.

If you are upgrading from a previous version of Archive Manager, the settings are populated with your previous selections.

1
The Welcome screen provides a list of information that you need to gather to configure Archive Manager. Review this list and click Next to begin configuring Archive Manager.
2
On the License screen, click Browse... to locate your license andclick Install to install it. You can overwrite an existing license by entering a new license and installing it. Once a valid license is installed, the following information is displayed:
Type: The type of license purchased.
Expires: The expiration date of the license.
Seats Licensed: The number of seats available from the license.
Seats Used: The number of seats currently used.
3
On the Service User Credentials screen, enter credentials for the following Archive Manager service users:
4
On the General Settings screen, enter the directory path for the base data directory and the log path.
Base Data Directory: Directory Path: The Base Data Directory path contains storage for errors, exclusions, exporting, and temporary storage for searching. Make sure to select a directory with adequate free space. Enter a directory for the Archive Manager base data directory. The default path is the following: C:\Quest\ArchiveManager
Log Path: Directory Path: Enter the path to the Archive Manager log folder. The default path is the following: C:\Quest\ArchiveManager\Logs\
5
On the Directory Connector screen, configure the directory services. Click Simple to enable archiving within the currently joined domain. Click Advanced to add multiple domains or specify a domain configuration. Click Add to access the Directory Connector Setup screen and configure the following screens. Click Edit to edit an existing directory connector, or Remove to remove an existing directory connector.
NetBIOS Name: The NetBIOS name of the target domain.
Domain Topology: Select one of the following options from the drop-down list. See Appendix C, Active Directory Connector, for a description of domain topologies.
If you select Active Directory Single, enter the following information:
Server Address: Specify either a domain (corp.company.com), or a host name (dc1.corp.company.com).
Address Type: Select one of the following:
Require Additional Credentials: If the domain that you are connecting to requires additional credentials, select this check box to provide an authentication method, username and password.
Authentication Method: Select one of the following:
Username (DOMAIN\Administrator): The username used to connect to the domain.
Password: The password for the user account used to connect to the domain.
Search Base: The root container for object discovery. For example: OU=America,DC=corp,DC=company,DC=com
Containers: Restricts searches to the specified containers. For example, OU=Sales would search within the OU=Sales,OU=America,DC=corp,DC=company,DC=com search base.
Filters: Provide LDAP filters for various object types. For example a User filter of (!cn=User1) would filter out anyone with a commonName of User1.
Import: Select the Users Without Mailboxes check box to to allow users without mailboxes to log in to Archive Manager.
The Summary screen displays a list of the settings that you have selected. Review the settings and click Finish to set up the directory connector.
If you select Active Directory User/Resource Forest, enter configure the following pages.
Server Address: Specify either a domain (corp.company.com), or a host name (dc1.corp.company.com).
Address Type: Select one of the following:
Require Additional Credentials: If the domain that you are connecting to requires additional credentials, select this check box to provide an authentication method, username and password.
Authentication Method: Select one of the following:
Username (DOMAIN\Administrator): The username used to connect to the domain.
Password: The password for the user account used to connect to the domain.
Search Base: The root container for object discovery. For example: OU=America,DC=corp,DC=company,DC=com
Containers: Restricts searches to the specified containers. For example, OU=Sales would search within the organizational unit, Sales, relative to the search base. To add a container, type in the container name and click Add. To remove a container, select a container and click Remove.
Filters: Provide LDAP filters for various object types. For example a User filter of (!cn=User1) would filter out anyone with a commonName of User1. To add a filter, select the type of filter from the drop-down list, enter a name for the filter, and click Add. To remove a filter, select the filter and click Remove.
Server Address: Specify either a domain (corp.company.com), or a host name (dc1.corp.company.com).
Address Type: Select one of the following:
Require Additional Credentials: If the domain that you are connecting to requires additional credentials, select this check box to provide an authentication method, username and password.
Authentication Method: Select one of the following:
Username (DOMAIN\Administrator): The username used to connect to the domain.
Password: The password for the user account used to connect to the domain.
Search Base: The root container for object discovery. For example: OU=America,DC=corp,DC=company,DC=com
Containers: Restricts searches to the specified containers. For example, OU=Sales would search within the organizational unit, Sales, relative to the search base. To add a container, type in the container name and click Add. To remove a container, select a container and click Remove.
Filters: Provide LDAP filters for various object types. For example a User filter of (!cn=User1) would filter out anyone with a commonName of User1. To add a filter, select the type of filter from the drop-down list, enter a name for the filter, and click Add. To remove a filter, select the filter and click Remove.
The Summary screen displays a list of the settings that you have selected. Review the settings and click Finish to set up the directory connector.
If you select Active Directory Lightweight Directory Services (AD LDS), enter the following information:
Server Address: Specify either a domain (corp.company.com), or a host name (dc1.corp.company.com).
Address Type: Select one of the following:
Search Base: The root container for object discovery. For example: OU=America,DC=corp,DC=company,DC=com
Import Users: AD LDS/ADAM Users: Select the AD LDS/ADAM Users check box to import user accounts from the AD LDS directory.
Username (DOMAIN\Administrator): The username used to connect to the domain.
Password: The password for the user account used to connect to the domain.
Mail Server Display Name: Enter a name to use for display on the Archive Manager website.
Containers: Restricts searches to the specified containers. For example, OU=Sales would search within the organizational unit, Sales, relative to the search base. To add a container, type in the container name and click Add. To remove a container, select a container and click Remove.
Filters: Provide LDAP filters for various object types. For example a User filter of (!cn=User1) would filter out anyone with a commonName of User1. To add a filter, select the type of filter from the drop-down list, enter a name for the filter, and click Add. To remove a filter, select the filter and click Remove.
The Summary screen displays a list of the settings that you have selected. Review the settings and click Finish to set up the directory connector.
6
On the Exchange Store Manager screen, enter the directory path for the Exchange Store Manager Export folder, and select the Store Manager Group which you want the Exchange Store Manager to process on the local machine.
Export folder: Directory Path: You can select a local path or a network share path to store the XML files that are exported by the Export Store Manager.
Store Manager: Store Manager Group: Select the Store Manager Group which you want the Exchange Store Manager to process. The selected group name can be configured on the Archive Manager website, in the Mail Servers page.
7
On the Lync Store Manager screen, enter the directory path for the Lync Store Manager Export folder, and select the Store Manager Group which you want the Lync Store Manager to process on the local machine.
Export folder: Directory Path: You can select a local path or a network share path to store the XML files that export by the Lync Store Manager.
Store Manager: Store Manager Group: Select the Store manager group which you want the Lync Store Manager to process. The selected group name can be configured on the Archive Manager website, in the Lync Servers page.
8
On the Data Loader screen, select a data loader group from the drop down list to run in the server.
9
On the SMTP Mail Server screen, enter the information for the outgoing SMTP mail server:
Mail Server Name: Enter the host name of the SMTP mail server. If your mail server requires SMTP authentication, enter the login details below. Leaving these fields blank forces Archive Manager not to authenticate.
SMTP Login: The login name for the mail server.
SMTP Password: The password for the mail server.
10
On the Website screen, enter the settings for the Archive Manager website:
Website Name: Name for the Archive Manager site.
Host Header: Name of the server without the protocol prefix (without "http://" or "https://").
IP Address: IP address of the web server.
Port: Port number (default=80) for the Archive Manager web server.
Reset Password: When upgrading from a previous version of Archive Manager, to reset the Admin account password, select the Reset Password check box and enter a new password.
Admin Password: Password for the Archive Manager administrator. You cannot leave the password blank. Note that the Archive Administrator’s login name is Admin, and this cannot be changed at the time of installation.
Confirm Password: Re-enter the administrator password.
Secondary Websites: To add secondary websites, click Add under the Secondary Websites section. This opens the Secondary Website Setup screen. Enter the following information:
Website Name: Name for the Archive Manager site.
Host Header: Name of the server without the protocol prefix (without "http://" or "https://").
IP Address IP address of the web server.
Port: Port number for the Archive Manager web server.
Share main website files: Archive Manager will use the same files on disk. Use this option if both instances of Archive Manager use the same authentication type (e.g., Windows or Forms).
Create separate files for this website: Archive Manager will create a copy of the website files for the new website. Use this option if you need different authentication schemes for each of your website instances.
To edit a website, click Edit.... To remove a website, click Remove.
11
On the Storage Location screen, set up the location for the attachment store. Click Add... to access the Storage Location Type screen, then select an attachment store type and configure it.
a
Select File System from the drop-down list and click Next to access the File System Store Setup screen and enter the following information.
Path: Click Browse to select a path for the attachment store.
Network Share: Enter the name of the share for the storage location.
Store message data for compliance: Select this check box to save copies of all of the emails to be stored in external storage. This setting will apply to all storage locations.
Compliance Directory Path: Enter a storage location path in this box. This can be an absolute path or a shared path with Full Control permissions to the Archive Manager Administrative Group.
Default Storage Location: Select this check box to make the current storage location the default storage location.
b
Click Next to access the Summary screen. This screen displays a list of the selected options.
a
Select EMC Centera from the drop-down list and click Next to access the EMC Centera Store Setup screen and enter the following information.
Connection String: The connection string specifies the Centera device.
Store message data for compliance: Select this check box to save copies of all of the emails to be stored in external storage. This setting will apply to all storage locations.
Default Storage Location: Select this check box to make the current storage location the default storage location.
b
Click Next to access the Summary screen. This screen displays a list of the selected options.
a
Select Bridgehead HDR from the drop-down list and click Next to access the Bridgehead HDR Store Setup screen and enter the following information.
Bridgehead HDRHOME Location: Enter the location of the HT data repository, usually stored in the HDRHOME environment variable.
Bridgehead Library Path: Enter the following path:
Repository ID: Enter the HT repository ID. This value must be a number.
Application Name: Enter the HT data application name. This is usually ArchiveManager.
Store message data for compliance: Select this check box to save copies of all of the emails to be stored in external storage. This setting will apply to all storage locations.
Default Storage Location: Select this check box to make the current storage location the default storage location.
b
Click Next to access the Summary screen. This screen displays a list of the selected options.
a
Select Bridgehead HDR from the drop-down list and click Next to access the Bridgehead HDR Store Setup screen and enter the following information.
Host: Enter the host to connect to.
Node: Enter the node name.
Port: Enter the port to connect to. If this field is left blank, the default port number of 1500 is used.
Username: Enter the username to use to sign in to the IBM DR550.
Password: Specify the password to use to sign in to the IBM DR550. If this field is left blank, the value from the IBM DR550 Client Registry will be used. For example:
Open Storage In: Select either the Archive Mode or Backup Mode radio button. Archive mode is optimized for better space utilization. Backup mode is optimized for faster retrieval. The default setting is Backup Mode.
File Space for Attachments: Specify the file space where attachments will go. It is recommended that you use the default settings.
File Path for Attachments: Specify the file path where attachments will go. It is recommended that you use the default settings.
Store message data for compliance: Select this check box to save copies of all of the emails to be stored in external storage. This setting will apply to all storage locations.
File Space for Messages: Specify the file space where messages stored for compliance will go. It is recommended that you use the default settings.
File Path for Messages: Specify the file path where messages stored for compliance will go. It is recommended that you use the default settings.
Default Storage Location: Select this check box to make the current storage location the default storage location.
b
Click Next to access the Summary screen. This screen displays a list of the selected options.
a
Select NetApp SnapLock from the drop-down list and click Next to access the NetApp SnapLock Store Setup screen and enter the following information.
Share Name: Enter the share name for the storage location.
Retention Mode: Select SnapLock Default or Archive Manager Default.
Retention Time: Enter the number of days, months, and years for retention. These settings are enabled only if you have selected Archive Manager Default.
Store message data for compliance: Select this check box to save copies of all of the emails to be stored in external storage. This setting will apply to all storage locations.
Default Storage Location: Select this check box to make the current storage location the default storage location.
b
Click Next to access the Summary screen. This screen displays a list of the selected options.
a
Select Caringo DX from the drop-down list and click Next to access the Caringo DX Store Setup screen and enter the following information.
Hosts: Enter the hosts to connect to. If there are multiple hosts, they should be entered in a comma-separated list.
Port: The port to connect to.
Username: The User Name to connect to the Caringo service.
Password: The password for the account used to connect to the Caringo service.
Store message data for compliance: Select this check box to save copies of all of the emails to be stored in external storage. This setting will apply to all storage locations.
Default Storage Location: Select this check box to make the current storage location the default storage location.
b
Click Next to access the Caringo DX Advanced configuration screen.
Cluster Name: The name of the cluster for the Caringo DX storage location.
Proxy Address: The cluster reverse proxy IP address.
Port: The cluster reverse proxy access port.
Realm: The Caringo security domain/realm.
Bucket: The name of the container within the device.
Max Retries: Maximum number of times to retry a command on a communication or server failure.
Max Stored Connections: The maximum number of connections stored in the connection pool.
Pool Timeout: The time in seconds that the connection pool will store an open connection.
Locator Retry Timeout: The amount of time the locator should wait before retrying a previously discarded host address.
Hash Type: The hash algorithm to use to verify content integrity.
Connection Timeout: Time in seconds that a request will wait for a connection and for activity on a request.
Named: Check to enable the use of Named objects. Uncheck to use automatically generated UUIDs (Unique User IDs).
Validate: Check to enable content integrity verification.
Replicate: Check to enable immediate replication of objects as they are stored.
c
Click Next to access the Summary screen. This screen displays a list of the selected options.
12
On the Full Text Index Setup screen, the Default Configuration check box is selected by default. The Full Text Index will be sectioned into partitions based upon the default rollover policy. Using multiple (physical) hard disks may improve indexing and searching performance and is required for automatic index failover (recovery).
Index drives: Select the drive(s) to use for indexing. Automatic index failover requires 2 or more drives to be selected.
13
On the Outlook Form screen, enter the following information.
The Outlook Form can be installed automatically if public folders are enabled and you have selected the Install/Reinstall Outlook Form into Exchange Server check box. If public folders are not enabled, the Outlook Form can be installed via the Archive Manager Outlook Components tool. See the Deploying the Outlook Form using the Archive Manager Outlook Components tool section. If the form is not installed, a user can easily access an archived message via a shortcut displayed in the body text of the stub.
Install/Reinstall Outlook Form into Exchange Server: Select this check box to install or reinstall an Outlook Form and then select an Outlook Form from the drop-down list. If you have already installed the Outlook Form, you do not need to install it again. If you have upgraded to a new version of the product, select this check box to install a new version of the Outlook Form.
Mail Server: Select the mail server you want to install the Outlook Form into and enter a delegate email address.
Same address for all mail servers: Click this button to automatically populate all selected mail servers with the delegate address you entered.
14
The Default Policy screen displays mail servers that have been found with the directory connector settings entered previously. Enter the following information.
Create a default policy on servers defined below: Select this check box to add a default message policy to the servers listed. Selecting this check box selects the entire server list. You may deselect individual servers.
15
On the Advanced Settings screen, configure the additional optional settings if needed. Click Add to add a configuration setting. Click Remove to remove a configuration setting. Click Revert All to go back to the original settings.
16
The Summary screen lists all of the settings you have entered. Click Finish to apply these settings in the Configuration Console.

Useful configuration settings

The following configuration settings can be added/edited in the Advanced Settings screen in the Configuration Console, if needed.

General

AfterMail URL: Sets Archive Manager website URL. This field should be auto filled by Configuration Console. If you have changed the website URL by IIS, change this setting accordingly.
CACHE TIME: The time in minutes to keep the message and attachment search result in cache. The default value is 30 (minutes).
CommandTimeout: The maximum time in seconds to execute a command. The default value is 600 (seconds).
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