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Metalogix Archive Manager for Exchange 8.1.1 - Administration Guide

Getting Started Enterprise Manager Tools Manager view
Groups tab Settings tab Public folders tab Jobs tab Retention tab – Retention Categories management Post Processing tab Locations tab
Archive view Status view Toolbar icons - Description Advanced Search Appendix

Setting the mailbox size limit, as well as Upper and Lower values

By setting size limitations for a group/mailbox you actually allocate space on the MS Exchange message store for the desired group/mailbox.

Upon adding a group/mailbox onto the Threshold settings tab you should specify their maximal size limit, as well as Upper and Lower values. Whenever the Threshold job (see the section “Threshold job”) starts running it looks for mailboxes and groups having been specified on the Threshold settings tab, and starts archiving the content of those which have reached their Upper value, and keeps archiving until the Lower value has been reached.

To set size limitations for a group/mailbox:

1.In Manager view, click on the Settings tab

2.Click on the Threshold settings tab.

3.Right-click the desired group/mailbox in the list and then, in the context menu, select Properties. The Properties window opens.

4.In the Properties window enter your specifications for Manually defined limit. This will be the maximal space that every mailbox of the group (or the given mailbox) will occupy in the MS Exchange Server. Should you want to use a value different from the limit defined in Active Directory, check the Always use the manually set limit instead of the mailbox limit check box. If this check box is not checked, the Active Directory limit will be used instead of the here defined value.

Enter your specifications for Lower limit and Upper limit as well.

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NOTE: Make use of the Find mailbox limit link to display the limit set in the Active Directory for the selected mailbox.

If you want those settings to be applied to any subgroup of a group, select the Apply the settings recursively for group member check box. In that case your settings will be applied to its subgroups.

In the Retention category down-drop box you can select the retention category to be used for archiving. Otherwise the retention category of the Threshold job (see the section “Threshold job”) will be used as default.

Click Apply and then OK.

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Group Properties window

Mailbox Properties window

5.Upon clicking OK those settings will be displayed on the Threshold tab, as shown below.

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Outlook AddIn permissions

Archive Manager Client AddIn for MS Outlook has been designed for complete usage of Archive Manage for Exchange archiving solutions. Its extra features are directly incorporated in MS Outlook.

Global add-in settings are applied automatically onto every client machine with the Archive Manager Client AddIn installed. They apply also for OWA 2010, if Archive Manager OWA Extensions are installed. It is therefore good to decide beforehand on some company strategy. In some cases you may want to modify global settings for some mailboxes/groups, and let them either gain additional rights, or withdraw some rights from them.

Global settings can be specified on the Outlook AddIn permissions tab in the Enterprise Manager. At the same time, by adding users onto this tab you have an option to modify the global settings for them.

NOTE: Regarding the retention categories, individual groups or users can have their own default retention categories at Addin archiving. It may be set on the Settings/Group level retention tab (see the following section “Group level retention tab”). Otherwise the global default retention category is applied.

 

How to set global AddIn settings

As mentioned, define your global settings based on your company’s desired strategy. They are blank at the beginning.

To define global add-in settings:

1.In Manager view, click on the Settings tab.

2.Click on the AddIn tab in the right pane, or click on the Outlook AddIn permissions node in the left pane. Then double-click the Global settings icon.

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3.The Properties window opens. For every option (Deleting, Restoring, Fulltext search, etc.) you may choose individually whether you want to enable or deny. When you are finished, click Apply and then OK.

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4.Options selected in the previous step will be applied globally to all users with the Archive Manager Client AddIn installed.

Let us describe what the enabling of individual options mean for the user who has the Archive Manager Client AddIn installed:

Deleting

User will be able to mark items in the archive for deletion. This means that items marked for deletion will be DELETED from the archive upon the expiration of their retention period by using the Delete Files job, if specified (see the section “Delete Files job”).

Restoring

User will be able to restore items from the archive himself.

Fulltext search

User will be able to conduct full-text search within his archived items.

Archiving

User will be able to archive items himself.

Offline support

User will be able to work offline with archived items.

Dialog Download

User will see a message box displayed when downloading.

Dialog Create new version

User will see a message box displayed when creating a new version.

Dialog Get versions

User will see a message box displayed when retrieving one of the archived versions.

Versions view

User will be able to view different versions of archived items.

Dialog Get fulltext results

User will see a message box displayed when getting full-text search results.

Dialog Identifying user

User will see a message box displayed when identifying the user at the beginning (when opening MS Outlook).

AddIn Options

User will be able to set some options, such as whether to auto-synchronize when Outlook starts/exits; what format to save archived messages in.

Create version

User will be able to create versions.

Select retention

User will be able to choose which retention category should be used at archiving

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NOTE: If all the global ones are enabled, then users with the Archive Manager Client AddIn installed will have add-in features enabled. Similarly, if all the global ones are disabled, then users with the Archive Manager Client AddIn installed will have add-in features disabled. You may however want to assign different rights to some users, i.e. to override the global ones. In that case add those users onto this tab and specify the desired rights for them individually. See the section “How to override global AddIn settings”.

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IMPORTANT: Be aware that after installation of Archive Manager Client AddIn no rights are allowed, yet no rights are denied. It is up to the administrator to choose the best approach regarding setting up the global rights.

Keep in mind that if for global settings you:

1.allow all of the options, then all users with the Archive Manager Client AddIn or Archive Manager OWA 2010 Extensions installed will be allowed to do archiving, restoring, etc.

2.disable all of the options, then all users with the Archive Manager Client AddIn or Archive Manager OWA 2010 Extensions installed will not be allowed to do archiving, restoring, etc.

In both cases you will have to add all those users for whom you want to change the settings onto this Outlook AddIn permissions tab and specify the desired options for them.

How to override global AddIn settings

To override global AddIn settings and assign different AddIn rights to a group/mailbox:

1.In Manager view, click on the Settings tab.

2.Click on the Outlook AddIn permissions tab in the right pane.

3.Click with your right mouse button inside the right pane and, in the context menu, select Add group/Add mailbox.

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4.In the Select group or mailbox window enter the name of desired group/mailbox in the text box or select the desired one in the list below. Then click OK.

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5.The respective group/mailbox will be added onto the Outlook AddIn permissions tab. Right-click it and, in the context menu, click Properties to open its Properties window.

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6.In its Properties window you may either allow or deny individual options simply by clicking on appropriate Allow or Deny check boxes.

These attributes will override the global ones.

For group: You may wish to apply those settings for subgroups as well. In that case select the Apply these permissions for group members recursively check-box.

When you have finished, click Apply and then OK.

For mailbox: If you select the Use global settings and ignore inherited permissions check box, the global rights will be inherited again and the ones specified in the Properties window, will be overridden. In those cases you may check the effective Addin rights by clicking on the final result link.

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Group properties window

Mailbox properties window

If we assume in our example that all rights in the global settings are allowed, then after clicking on the final result link you would get the following:

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