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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

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.

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.

Granting permissions to the Exchange Admin group

Microsoft Exchange security needs to be configured in order to run the Archive Manager Exchange Store Manager Service and to export email from the current Exchange store into Archive Manager.

We recommend that you create the Archive Manager Exchange Admin group and grant permissions to the group; however, you can instead just grant the permissions to a user. The advantage to adding the permissions to a group is that you don’t have to modify Exchange if you want to change the user; you can just add a user to or remove a user from the group.

Permissions can be granted at various levels within Exchange: at a site level, across multiple servers, on an individual server, or for a single mailbox.

1
Add <your Archive Manager user or group> to the "View-Only Organization Management" role group.

To test your changes, go to a PC that has Microsoft Outlook installed and sign in as the user or a user in the group to which you granted permission. Try to add the new mailboxes that have been created to that user's profile. If the user is able to access those mailboxes, the security has been configured successfully.

1
Add <your Archive Manager user or group> to the "Exchange View Only Administrators" group.

To test your changes, go to a PC that has Microsoft Outlook installed and sign in as the user or a user in the group to which you granted permission. Try to add the new mailboxes that have been created to that user's profile. If the user is able to access those mailboxes, the security has been configured successfully.

Granting permissions to Lync Admin group

Microsoft Exchange security needs to be configured in order to run the Archive Manager Exchange Store Manager Service and to export email from the current Exchange store into Archive Manager.

To grant permissions in Skype for Business Server 2015/Lync Server 2013/Lync Server 2010, add the Service Account to the following groups (default account name is ArchiveMgr_Service):

Configuring the Exchange server for journaling

Journaling is not required for store management. If you intend to install Archive Manager with journaling, to capture messages to meet a legal standard of compliance, you can enable envelope journaling with Archive Manager. In that case, you must first turn on envelope journaling and then enable journaling for each mailbox store you want to journal.

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