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Archive Manager 5.9.1 - Administration Guide

Table of Contents

Administration menu

General Email Archiving Lync Archiving Reports

Authentication modes Data loaders

About data loaders Data loaders and Outlook message classes Message processing Add, edit or delete a data loader

Add a data loader Edit a data loader Delete a data loader

About download tools Search Exporter

Prerequisites Installing and running the Search Exporter Additional configuration options Exporting data Open exported search results

Outlook Components tool

Prerequisites Installing the Outlook Components tool using a group policy

Installing the Outlook Components tool to deploy the form with Archive Manager icons using a group policy Installing the Outlook Components tool manually Installing the Outlook Components tool manually to deploy the form With Archive Manager icons Installation options

Recovery Manager for Exchange Offline Client

Prerequisites Downloading the Offline Client Enabling offline access to the archive Adding administrative templates Deploying the Archive Manager Offline Client Deploy using group policy

Outlook Web App (OWA) reconstruction tool

Limitations Installing OWA reconstruction tool

Prerequisites Installation Editing the RedirectConfig.xml file Deploying the URL Redirect link Logging in to the URL Redirect website Changing the Archive Manager server

Federated Search Instances

About Federated Search Instances Adding Federated Search Instances Editing Federated Search Instances Performing searches on Federated Search Instances Troubleshooting

About groups Add, edit or delete a group

Add a group Edit a group Delete a group

Index management

Configuring the Full Text Index Index Dashboard

Index Overview tab

Active Partitions All Partitions

Message Index tab

Active Partitions All Partitions

Attachment Index tab

Active Partitions All Partitions

Work-In-Progress Index tab Deleted Index tab Partition set, shard, and details page

Common tabs The Partition Operations table

Index Operation Log Index Rollover Policy

Partition Locations Failover Mode Limit Type Settings Primary Indexing Schedule Primary Backup Settings Secondary Refresh Settings

About logins Using an Exchange login Using a GroupWise login Add, edit or delete a login

Add a login Edit a login

General information Add a login to a group

About security roles Add, edit or delete a security role

Add a security role Edit a security role Delete a security role

Security actions

Storage location

Storage location and migration Prerequisites Storage Location tab Storage Migration tab

Migration Status

View Storage Migration History

About message tags Add, edit or delete a message tag

Add a message tag Edit a message tag Delete a message tag

Proxy credentials

About proxy credentials Add, edit or delete proxy credentials

Alert Service Policies

About Alert Service Policies Default Global Settings Adding an Alert Policy Modifying an Alert Policy

Sample alert message

Exclusion rules

About exclusion rules Add, edit or delete an exclusion rule

Add an exclusion rule Edit an exclusion rule Delete an exclusion rule

About mail servers Edit a mail server

Mailbox assignment

About mailbox assignment Select users Select mailboxes

About mailboxes Add, edit or delete a mailbox

Add a mailbox Edit a mailbox Delete a mailbox

About Lync servers Edit a Lync server

Lync user assignment

About Lync user assignment Select users Select Lync users

About Lync users Edit or delete a Lync user

Edit a Lync user

About reports Mailbox Scan Status report My Search Log report Questionable Access report

Viewing your search results Of All Email (by Specific Person) report

Who is Reading Others' Email?

Of My Email (by Anyone) report

Who Else is Reading My Email?

Search Log report

Viewing your search results

Storage Statistics report Viewed Messages report Delegation Log report Delegation Status report

Message policies

About message policies Message policies and deleted items Add, edit, or delete a message policy

Add a message policy Edit a message policy Delete a message policy

Setting up archiving without journaling

Message policy assignments

About message policy assignments

To view the users associated with a message policy

Associate users with a message policy Mailbox Search

Group Search Message Policy Search

Disassociate users from a message policy

Retention policies

Retention policy overview Retention policy tabs Policy Editor tab

Adding a Keep Policy Adding a Delete Policy Editing Policies Removing Policies

Execution Log tab Change Log tab Legal Hold tab

Adding a Legal Hold Unlocking a Legal Hold Deleting a Legal Hold

Schedule tab Settings tab

About tenants Edit a tenant

System maintenance

About system maintenance Cleaning up "scratch" tables Cleaning up the AfterMail_Temp database

About the Log Viewer Log Viewer menus and toolbar

File menu Edit menu View menu Help menu

How to ... Configuring logs EventLogAppender TraceAppender RollingFileAppender ColoredConsoleAppender Additional information

Exchange Utility

About the Exchange Utility Install and run the Exchange Utility Menu items Get mailboxes Create Outlook Archive Manager folder Install Outlook Form Update Archive Manager URL Reconstruct stubbed messages Update stubbed message checksums

Administering in a hosted Exchange environment

System requirements for running ESM in a hosted Exchange environment Configuring ownership and access to user mailboxes on hosted Exchange URL parameter Agreement text Auditing

Appendix A: Moving database or attachment store

Moving the database Moving the attachment store

Appendix B: Enabling generating publisher evidence

Administration menu

The Administration home page of the Archive Manager administration website displays the Administration menu. The Administration menu provides access to the following system management functions:

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Email Archiving

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General

Table 1. General
Icon	Function	Description
	Authentication Mode	Select the mode used for authenticating Archive Manager users.
	Data Loaders	Configure how messages are loaded into Archive Manager and the locations of those messages.
	Documentation	View all current Archive Manager documentation available for download.
	Download Tools	Display all the current Archive Manager tools available for download.
	Federated Search Instances	Create and update remote Archive Manager servers so they can be searched simultaneously.
	Groups	Create, update, and delete groups and memberships.
	Index Dashboard	View and configure Full Text Index partitions.
	Index Operation Log	View and search Full Text Index operation logs.
	Index Rollover Policy	View, create and configure rollover policies for message and attachment indices.
	Logins	Create, update, and delete user accounts.
	Message Tags	Create, update, delete and define message or file tags and metadata to assign to email messages or file for easier retrieval of email or file data.
	Proxy Credentials	View and manage your proxy credentials.
	Security Roles	Create, update, and delete security settings for user groups.
	Storage Location	Configure storage locations and migrate attachments from one storage location to another.
	Support	Search all current Archive Manager knowledge base available for support.

Email Archiving

Table 2. Email Archiving
Icon	Function	Description
	Alert Service Policies	Manage alert service policies and configure global alert setting.
	Exclusion Rules	Create, update, and delete rules for managing messages.
	Mail Servers	Connect to and configure mail servers.
	Mailbox Assignment	Manage mailboxes and apply mailboxes to selected login.
	Mailboxes	Create, update, and delete mailboxes.
	Message Policies	Create, update, and delete policies for managing the mail server and the quantity and types of messages contained there.
	Policy Assignment	Manage message policies and apply policies to users and to the folders in their mailboxes.
	Retention Policies	Implement your retention policies.
	Tenants	View and manage the message policies, and enable or disable the Store Manager for your Office 365 tenants.

Lync Archiving

Table 3. Lync Archiving
Icon	Function	Description
	Lync Servers	Connect to and configure Lync servers.
	Lync User Assignment	Manage Lync users and apply Lync users to selected logins.
	Lync Users	Update and delete Lync Users.

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