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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

User Roles

As default, only the super-user, which was specified during the Archive Manage for Exchange installation, has logon permissions to Enterprise Manager. On this tab you can add other users which will be allowed to logon to the Enterprise Manager.

To grant a user logon permissions, click the Add Office 365 user icon or right-click inside the User Roles tab and in the context menu click Add.

o-user role 1

In the Search Active Directory pop-up dialog click Find. Locate the desired user in the list and click Select.

o-user role 2

The user will be displayed on the User Roles tab. Select the desired user and manage its roles by checking Allow for:

·Logon - user will be able to logon to the EM and manage Archive Manager

·Logon to PST Importer – user will be able to launch PST Importer

·Modify roles – user will be able to manage user roles on this tab

·Access mailbox browser – user will have access to archiving/restoring, i.e. the user will be able to enter the Archive view

·Modify mailbox permission – user will be able to modify permissions in Mailbox Rights Manager (see the section “Mailbox Rights Manager”)


NOTE: If neither Allow nor Deny is checked, the role is denied.

o-user role 3


In addition to global settings specified under the Tools/Options as described above there are more global settings available under Tools/Settings. Global settings apply if no specific archiving settings are selected.

Run Enterprise Manager (EM) (click Start/Programs/Metalogix/Archive Manager for Exchange/Enterprise Manager). In the EM window click on the Tools menu, and then click on Settings to open the Settings window.

Archive/Restore tab

On this tab you may:

·specify the format the body of emails will be saved in;

·allow re-archiving of delayed or backup shortcuts


Business critical emails often have to be stored for long periods of time. At the moment it is still unclear as to whether an email in msg format can also be read in ten years. Therefore Archive Manage for Exchange supports long term archiving using TXT and HTML formats.

If you want to save emails not only in the msg format, select the Save message body as a file check box. Then the body of the email will be saved in msg and txt format.

If you check the Save message body as a file check box and also the Use HTML check box, emails will be saved in msg and HTML format.

Usually, when archived with Archive Manager emails are replaced with shortcuts on the Exchange Server. In some cases you may have decided to archive the emails and at the same time not to create shortcuts for them or delay the shortcut creation (this is done via retention categories, see the section “Retention categories and their usage”). In such cases the emails are copied to archive and remain unchanged also in Exchange Server (no shortcuts are created). In specific cases you may want to re-archive such items to save any possible modifications made after archiving. Should you wish to re-archive these items (possible only manually), it is necessary to allow it:

Allow re-archiving of delayed shortcuts is checked – it will be possible to MANUALLY re-archive emails which have been already archived via retention category with “Delay shortcut creation” settings.

Allow re-archiving of backup shortcuts is checked – it will be possible to MANUALLY re-archive items which have been already archived via retention category with “Keep original email” settings.


NOTE: Both above mentioned options are only valid while the Enterprise Manager is running. When the application is restarted, these options are reset.

Visualization tab

If you select Auto in the Size units when displayed or Size units when set dropdown menus, then the size of the files will be displayed correspondingly: in B, KB, or in MB.



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