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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

How to configure a plugin

To configure a plugin you need to specify all mailboxes the plugin will take action on. Furthermore, the user may specify the desired bookmark date.

How to specify mailboxes

1.On the Post Processing tab, select the desired plugin. Right-click it and in its context menu click Properties.



2.In the Plugin properties window you may choose for which mailboxes you want to apply the plugin. Check:

·Apply for all mailboxes or

·Apply for selected mailboxes and click the Mailboxes button

Make sure that the Plugin is active is checked so that the plugin is enabled.

To check how many documents are processed by the plugin, click the Statistics button.


3.In the Plugin mailboxes window click on the Add button to add mailboxes.


4.In the Select mailbox or group enter the name of a mailbox in the text box or double-click the desired mailbox in the list. In the Selected objects dialog you can check which users you have selected. Confirm by clicking OK.


5.Click Close.


How to specify a bookmark date

1.Right-click the desired plugin and click Set Bookmark from the context menu.

2.In the Enter bookmark window specify the desired time. Click OK.


NOTE: You may notice that the bookmark date becomes displayed on the Post Processing tab in the right pane.



NOTE: If you reset the bookmark date, the change takes effect immediately, there is no need to disable and enable the plugin. If you remove a plugin by using the Remove button, it will stop completely without remembering where it stopped. If you then load that plugin again, you need to configure it.


TIP: You can check the number of already processed items in plugin statistics. Right-click the plugin and from the context menu select Statistics to display the info dialog.

Post Processing settings

The default post processing settings can be changed by the administrator and adjusted to the specific company needs directly in the Enterprise Manager. Click the Settings button on the Post Processing tab. In the pop-up window, the following settings are available:

General tab

In the General Settings section specify connection settings for a Post Processing server, i.e. server where the post processing service is installed:

·in the Server name text box enter the name of the post processing server

·enter the Port number in the relevant text box

Additional settings:

Processing interval

interval (milliseconds) in which post processing checks whether there are documents to be processed

Maximum thread count

specifies the maximal number of threads which can be used by Post processing

Maximum thread per plugin

specifies the maximal number of threads to be used by one plugin

Enable trace information – if checked, post processing is writing debug outputs


Database tab

This tab displays Archive Manager database connection parameters. Post processing is reading documents to be processed from this database.

·If you have selected Microsoft SQL Server:

Server name - the name of the SQL server.

Initial catalog - the name of the Archive Manager database (e.g. Exchangedb).

Database schema - the name of the SQL Login that is a Table Owner (or the name of the SQL Schema), e.g. pam.

Authentication – used authentication type; SQL default is Windows authentication

User name - database login user (the one you are using as a table owner – e.g. pam)

Password - password of the above database login.


·If you have selected ORACLE:


Schema - the name of the schema where Archive Manage tables will be created

User Name - log-on user for the Archive Manager database (with read and write rights to the tables)

Password - log-on user’s password

Exchange Plugins tab

Enable plugins – this check box is selected by default, if unchecked, post processing is deactivated

Max document processing time

defines how long a document can be processed (in milliseconds)

Documents in batch

specifies maximal number of documents in a batch

Number of processing attempts

defines how many times the post processing will attempt to process one document; if not successful after the defined time of attempts, the document will not be processed any more

Enable trace information – if checked, Archive Manage for Exchange post processing plugins are writing debug outputs


Some recommended values:

Processing Interval


Maximum thread per plugin


Max document processing time


Documents in batch


Number of processing attempts


·every 10 seconds the post processing service checks the status – processing interval

·if the plugin is idle, it will load 500 documents (documents in batch) to memory

·the processing of the 500 documents will be started in 10 threads (Maximum thread per plugin)

·Note: even if you reset the bookmark back to beginning (and you have already processed documents) then it will go through 500 docs every 10 seconds: 180 000 docs per hour. In this case you can set the processing interval to even smaller value.

Common mistakes:

·I will increase the “Maximum thread per plugin” to 30 or higher, so it will be faster. >> Wrong. Some plugins are quite limited. If you have more threads, you end up with a bunch of errors and you will not be able to index everything in time.

·I will decrease the “Max document processing time” so it will recover faster. >> Wrong. If the plugin is calling a COM component or a web server/service, then aborting the thread does not return immediately, however a new thread is started. This can once again reach the limits described above.

·I will use 3 plugins and the “Maximum thread per plugin” will be 20. >> Wrong. You will soon exhaust your server since each plugin has 20 threads -> 60 threads is more than enough. Plan carefully.

·If you have an older plugin in the Plugins folder, please move it OUTSIDE the Plugins folder! You are slowing EnterpriseManager down.

·I will change the settings and all changes are applied immediately. >> Wrong. The changes are applied only after 1 minute. If you want a real refresh, restart the service.

Locations tab

For better performance and to secure load balancing Archive Manage for Exchange provides you with the possibility to install several Archive Manager servers even in several locations (for more information on Archive Manager locations and server roles see the section “General tab”).

After you have:

1.installed your Archive Manager servers

2.assigned the servers their server roles on the Tools /Options/Server settings tab

You should:

3.register the servers as Archive/Retrieve severs here on the Locations tab of the Enterprise Manager.


NOTE: If you have only ONE Archive Manager server installed, you do not need to register it.

It needs to be mentioned that only the right pane of the Locations tab is active for adding, editing or deleting. Left pane has been reserved for information purposes.

Registering Archive/Retrieve sever

To register a new server:

1.In Manager view click on the Locations tab.

2.Expand the All locations node in the left pane of the window to see the default location and its servers. In our example the “Default” location contains only one server “VMXDEMO”.


3.Right-click the location where you want to add the new server and select Add server to location in its context menu.


4.In the New location server properties window enter the name of the server in the Name text box. Specify the server type in the Type down-drop box.

Check Use secure connection (https) if you use “https” in your domain communication.


NOTE: If users are using Outlook Addin please make sure that they can access the entered location server. If users are using a proxy server, make sure that the location server is accessible through the proxy.


5.Click Apply, then OK. The new server will appear in the right pane of the Locations tab.



NOTE: To delete the server from the list just right-click it in the left pane and select Delete server from the location option in the context menu.

To add a new location:

1.In Manager view click on the Locations tab.

2.Expand the All locations node in the left pane of the window to see the all locations and its servers.

3.Right-click the All locations and select the Add new location option.


4.In the New location properties window enter the name and display name in the respective text boxes. You can change the location ID as well.


5.Click Apply, then OK.


NOTE: To add a new server to the new location follow the steps described earlier in this chapter. To delete/edit a location, right-click it and select Delete location /Properties in the context menu.

Archive view

Archive view has been designed for shortcut repairing, for manual archiving/restoring (Mailboxes and Public folders tabs) and for browsing purposes. Even restoring of lost items is possible in this view (Archive and Mailboxes tabs).

There are three tabs – Mailboxes, Archive and Public folders tabs.

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