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Archive Manager 5.9.3 - 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

Configuring and Registering a new Archive Manager application on Azure Portal

To use OAuth (Modern Authentication):

To use OAuth (Modern Authentication), an application must have an application ID issued by Azure Active Directory. Since QAM is a console application, so the user needs to register the application as a public client with Azure Active Directory. The user can register an application in the Azure Active Directory admin center.

1
Open a browser and navigate to the Azure Active Directory admin center and login using the Global Admin Account for O365 tenant.
2
Select Azure Active Directory in the left navigation pane, then select App registrations under Manage.
3
Select New registration. On the Register an application page, set the values as follows:
•
Set Name to Archive Manager.
•
For Redirect URI, change the dropdown to Public client (mobile & desktop) and set the value to https://login.microsoftonline.com/common/oauth2/nativeclient
4
Choose Register. On the next page, copy the values of the Application (client) ID and Directory (tenant) ID and save them as the user will need them later.
Configure for delegated authentication

Use the following steps to pre-configure EWS permissions.

1
Select Manifest in the left-hand navigation under Manage.
2
Locate the requiredResourceAccess property in the manifest, and add the following inside the square brackets ([]):
{
"resourceAppId": "00000002-0000-0ff1-ce00-000000000000",
"resourceAccess":
[
{
"id": "3b5f3d61-589b-4a3c-a359-5dd4b5ee5bd5",
"type": "Scope"
}
]
}
3
Select Save.
4
Select API permissions under Manage. Confirm that the EWS.AccessAsUser.All permission is listed and grant Admin Consent for the same.

Installing and configuring Archive Manager

•
Installing Archive Manager­­
•
Configuring Archive Manager
•
Useful configuration settings
•
Figure Figure Automation of Exchange Store Manager (ESM)

Installing Archive Manager­­

Installing Archive Manager­­
To access the installer for Archive Manager:
1
From the Archive Manager installation CD, run the AutoRun program.
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.
To install 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.
To specify a SQL Server availability group, enter the availability group listener name.
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:
The specified database does not exist. Create it now?
If a database does exist, you will be asked if you want to upgrade.
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.
* 
CAUTION: The Log folder should not be installed in the Archive Manager installation path.
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 features to be installed. Each feature can be installed independently.
Product features include:
•
Exchange Environment
•
Active Directory Connector
•
Exchange Store Manager
•
Lync Store Manager
•
GroupWise Environment
•
GroupWise Directory Connector Service
•
GroupWise Store Manager Service
•
Data Load Service
•
Full Text Index and Search Service
•
Message Retention Policy Service
•
Alert Service
•
Website
9
The Features to Install screen displays the features 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.

* 
CAUTION: Configurable paths, such as Base Data Directory, Attachment Store, Index, or Export, should not be installed in the Archive Manager installation path.
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.
License information can also be viewed at any time by clicking the Help icon and selecting the Licenses tab.
3
On the Service User Credentials screen, enter credentials for the following Archive Manager service users:
•
General Service User
•
Exchange Store Manager Service User
•
Journaling Service User
•
Archive Manager Administrative Group
Use the default credentials or enter new credentials. If the service accounts exist you will need to confirm the password. If it does not exist, enter the password twice and the account will be created.
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 AD Connector screen, configure the directory services. Click None to not enable archiving within any on-premises domains, and you will need to configure the Azure AD Connector on the next screen. 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.
Select the checkbox Skip all domains above for ADC service to NOT synchronize AD objects from the domains in the list above.
When upgrading, the adc.config file will be discovered and imported into the settings.
New Domain:
•
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.
•
Active Directory Single
•
Active Directory User/Resource Forest
•
Active Directory Lightweight Directory Services (AD LDS)
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).
•
Use SSL: Select this check box to connect to the AD using LDAP over SSL.
You can also specify a protocol and port. For example, LDAP:\\corp.company.com:636.
•
Address Type: Select one of the following:
•
Domain
•
Host
•
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:
•
NTLM
•
Basic
•
Username (DOMAIN\Administrator): The username used to connect to the domain.
•
Password: The password for the user account used to connect to the domain.
•
Do Not Sync:
•
All AD objects from this domain: Select this check box to NOT synchronize AD objects from the domain.
Advanced Configuration (Optional):
•
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 allow users without mailboxes to log in to Archive Manager.
Summary:
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.
Active Directory User Forest
•
Server Address: Specify either a domain (corp.company.com), or a host name (dc1.corp.company.com).
•
Use SSL: Select this check box to connect to the AD using LDAP over SSL.
You can also specify a protocol and port. For example, LDAP:\\corp.company.com:636.
•
Address Type: Select one of the following:
•
Domain
•
Host
•
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:
•
NTLM
•
Basic
•
Username (DOMAIN\Administrator): The username used to connect to the domain.
•
Password: The password for the user account used to connect to the domain.
User Advanced:
•
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.
Resource Forest:
•
Server Address: Specify either a domain (corp.company.com), or a host name (dc1.corp.company.com).
•
Use SSL: Select this check box to connect to the AD using LDAP over SSL.
You can also specify a protocol and port. For example, LDAP:\\corp.company.com:636.
•
Address Type: Select one of the following:
•
Domain
•
Host
•
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:
•
NTLM
•
Basic
•
Username (DOMAIN\Administrator): The username used to connect to the domain.
•
Password: The password for the user account used to connect to the domain.
Resource Advanced:
•
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.
Summary:
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:
Active Directory (AD LDS):
•
Server Address: Specify either a domain (corp.company.com), or a host name (dc1.corp.company.com).
•
Use SSL: Select this check box to connect to the AD using LDAP over SSL.
You can also specify a protocol and port. For example, LDAP:\\corp.company.com:636.
•
Address Type: Select one of the following:
•
Domain
•
Host
•
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.
Advanced Configuration:
•
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.
Summary:
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 Azure AD Connector screen,
•
Archive from on-premises when object properties conflict with Office 365: Select this checkbox to archive from on-premises for those users and groups migrated to Office 365.
•
Skip all tenants above for ADC service: Select this checkbox to NOT synchronize Azure AD objects from the tenants in the list above.
Enter the following tenant information when you add or edit a tenant:
•
New Tenant
•
Tenant Name: Enter the tenant name.
•
Do Not Sync
•
All Azure AD objects from this tenant: Select this checkbox to NOT synchronize Azure AD objects from the tenant.
•
Azure Active Directory: Provide credentials to access your tenant.
•
Authentication Method: Select an authentication method. The default value is Modern.
•
User Name/Password: The credentials must have Recipient Management permissions, and have MFA (Multi-Factor Authentication) not enabled on Office 365 unless you have added the Archive Manager servers to Trusted IPs.
•
Advanced Configuration: Configure the discovery options for the tenant.
•
Service Provider: Select your Office 365 service provider.
•
Overridden URI: If your Office 365 provider is "Office 365 US Government", please enter your own Exchange Online PowerShell URI. Otherwise, leave it empty.
•
Organization Unit: This organization unit name is used to filter the Exchange Online mailboxes. To find all of the organization units, execute the following cmdlet from the Exchange Online PowerShell:
Get-OrganizationalUnit -ResultSize unlimited
•
Filters: Archive Manager uses PowerShell cmdlets to fetch users (Get-AzureADUser), groups (Get-AzureADGroup), and mailboxes (Get-Mailbox). Refer to the Filter parameter for each cmdlet.
•
Import Users without mailboxes: Select this check box to allow users without mailboxes to log in to Archive Manager.
•
Import Migrated Office 365 objects not found on-premises: Select this check box to allow Archive Manager to synchronize migrated users and groups that are not found in on-premises domain by SID (Security Identifier).
•
Hybrid Configuration: Configure your on-premises Active Directory for a hybrid environment. See Step 5 for more information about the fields.
•
Summary: This screen displays a list of the settings that you have selected. Review the settings and click Finish to set up the Azure AD Connector.
7
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.
This data can become quite large, depending on your settings. Select a directory with an adequate amount of space. The default path is the following: C:\Quest\ArchiveManager\Export.
•
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.
8
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.
This data can become quite large, depending on your settings. Select a directory with an adequate amount of space. The default path is the following: C:\Quest\ArchiveManager\Export.
•
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.
9
On the Data Loader screen, select a data loader group from the drop down list to run in the server.
10
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.
•
Mail Server Port: Enter the port number of the SMTP mail server. The default value is 25.
•
SMTP Login: The login name for the mail server.
•
SMTP Password: The password for the mail server.
If your mail server requires SSL to encrypt the connection, check the checkbox Enable SSL for SMTP; When it is checked, you have the option to Trust All Certificates for SMTP.
To send messages from a proxy server, check the checkbox Send Messages from Proxy.
11
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.
12
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.
File System or other storages deployed as a file system
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.
EMC Centera
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.
NetApp SnapLock
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.
Caringo DX
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.
Caringo DX Advanced (Optional)
•
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.
13
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.
14
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.You can only install the Outlook Form for your on-premises Exchange servers, it will not apply to your Office 365 mailboxes.
•
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.
15
The Default Policy screen displays tenants or mail servers that have been found with the directory connector settings entered previously. Enter the following information.
•
Create a default policy on tenants/servers defined below: Select this check box to add a default message policy to the tenants or servers listed. Selecting this check box selects the entire server or tenant list. You may deselect individual tenants or servers.
16
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.
If you are doing an upgrade, your settings will be populated from the previous version of Archive Manager.
17
The Summary screen lists all of the settings you have entered. Click Finish to apply these settings in the Configuration Console.
18
Restart the Archive Manager servers.
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