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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

General settings – automatic synchronization

Before archiving you have to import servers, groups and mailboxes which you want to archive to Archive Manage for Exchange. This process is described in Appendix in the “Importing users to Archive Manage for Exchange” section.

After initial import, the Address book Manager tool can run the synchronization of the Active Directory mailboxes and groups automatically in the background. It is very important to schedule the automatic synchronization and thus keep your groups and mailboxes imported to Archive Manager Address book Manager always up to date. Automatic synchronization is scheduled and runs with settings predefined on the General settings tab of Address book Manager.

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NOTE: Synchronization runs over user mailboxes, linked mailboxes and shared mailboxes.

Steps to schedule automatic synchronization

1.Run the Address book Manager from Tools/Address book Manager or click the AM icon on the toolbar.

2.Switch to the General settings tab of the Address book Manager.

3.In the Base LDAP path text field enter the NETbios name of your Domain Controller, e.g. LDAP://vmxdemo.

4.Click Save.

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NOTE: If the name of the domain controller will change in the future you have to retype it on this field and click the Save button.

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5.To set synchronization parameters, click the Settings button in the Automatic synchronization parameters section. The Address book synchronization options dialog appears. On the Updating rules, Monitoring, Advanced and Scheduling tab define the automatic synchronization settings as follows:

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NOTE: Synchronization runs over user mailboxes, linked mailboxes and shared mailboxes.

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6.On the Update rules tab (the figure above) set the update rules for mailboxes and groups. To allow the mailboxes and groups update at the automatic synchronization and thus keep them up to date, select Allow mailbox update and Allow group update check boxes. Otherwise groups and mailboxes will be preserved in Archive Manager database without any modification.

Additional settings

·Force mailbox update: if selected, all mailboxes will be updated with the values from Active Directory (regardless of the modification date)

·Force group update: if selected, all groups will be updated with the values from Active Directory (regardless of the modification date)

New groups default options

This section will define properties for automatically imported new groups that may be created in Active Directory. New groups are automatically imported if they were created:

·in monitored CNs and OUs (specified on Favorites tab) or

·as a subgroups of already synchronized groups.

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NOTE: You must allow importing of new subgroups for already synchronized groups. It can be done in Properties window of the respective group on the Advanced tab – Automatically import group members must be checked.

Specify new groups settings which will be applied when these groups are synchronized in the future automatically or manually:

·Refresh references: it is recommended to select this check box so that references of the group will be always updated in the Archive Manager at synchronization

·Automatically import group members: if selected, all members (mailboxes and groups) of groups will be always automatically imported at synchronization

·Automatically import mailbox members: if selected, the synchronization process will always import only the mailbox members of the group

7.When really necessary, on the Monitoring tab you can allow the automatic importing of groups or mailboxes from specific OUs or CNs in Active directory into Archive Manage for Exchange. To do so, check the Allow monitoring Organizational units check box. CHECK THE CHECK BOXES FOR THE DESIRED OUs and CNs IN THE LIST VIEW.

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NOTE: In the list view you can see a list of LDAP paths to the OUs or CNs you have defined on the Favorites tab of the Address book Manager tool. On the Favorites tab you have also specified whether you plan to import only mailboxes from the respective OU, only groups, or both when the synchronization runs.

You can refine the monitoring settings further by checking the following check boxes:

·Include security groups check box - include security groups in monitoring

·Include groups with email address check box - include only groups that have an email address

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8.On the Advanced tab you can define whether you want a detailed report to be generated for each day of automatic synchronization. The detailed reports are saved in the same folder as other logs for Archive Manager for Exchange (C:\Program Files (x86)\ Metalogix\MAM4Exchange\Log). Click Apply.

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9.On the Scheduling tab define, by clicking the relevant fields, in which days and hours of the week the automatic synchronization should start. Started at the defined hour, the process will be running until it is finished. It is not necessary to define a time span of several hours because in that case the synchronization will start every hour of the given time span.

We recommend running the synchronization out of working hours once a day (see the figure below). Do not forget to check the Use scheduled synchronization text box. Click Apply. When finished, click OK.

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10.Now you will set up automatic synchronization of permissions. This synchronization ensures that any permission you set for your users will be applied. To do that, click the second Settings button (Address book Manager/General settings tab/Automatic permission synchronization parameters section). New window opens.

On the Selection tab you choose which permissions from Active Directory will be synchronizes at automatic permission synchronization. We recommend checking all options here. If permissions are not synchronized, users will not be able e.g. to access archived items in additional mailboxes/folders for which they have access rights.

·Allow mailbox permission synchronization – synchronize permissions for additional mailboxes

·Allow MAPI permission synchronization – synchronize permissions for additional folders

·Allow Public Folder MAPI permission synchronization – synchronize permissions for Public Folders

To read and synchronize the above mentioned permissions, Archive Manager fro Exchange 64bit Extensions has to be installed on an Exchange Server in your environment. Name of the Exchange server with Archive Manager for Exchange 64bit Extensions installed has to be specified in the Name of the server to read the permissions from text box. Archive Manager fro Exchange 64bit Extensions installation is one of the post-installation tasks (see the “Archive Manage for Exchange Quick Start Guide”). Archive Manager fro Exchange 64bit Extensions is mandatory as it is providing the necessary proxy application to read permissions remotely.

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11.Finally, on the Scheduling tab define the exact time when the automatic permission synchronization should start. Started at the defined hour, the process will be running until it is finished. It is not necessary to define a time span of several hours because in that case the synchronization will start every hour of the given time span.

We recommend running this automatic permission synchronization after the automatic synchronization once a day. Click Apply, then OK.

Favorites - LDAP path Monitoring

Before archiving you have to import servers, groups and mailboxes which you want to archive to Archive Manage for Exchange. This process is described in Appendix in the “Importing users to Archive Manage for Exchange” section.

When groups and mailboxes are imported in AM you may want to define which specific Active Directory CNs and OUs should be monitored at automatic or manual synchronization. Depending on the settings, groups and/or mailboxes residing in the monitored CNs and OUs will be synchronized when synchronization runs. You can define all LDAP paths which you want to monitor in this way on the Favorite tab of Address book Manager:

1.Open the Address book Manager.

2.Switch to the Favorites tab and click the Add button.

3.The Active Directory container window pops-up. Use the browse button to add the LDAP path to the container you want to monitor.

4.Back in the Active Directory container window check the Monitor check box to allow automatic synchronization.

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IMPORTANT: For automatic importing to take place, the relevant settings must be specified also in the General settings on the Monitor tab (see the section “General settings – automatic synchronization”).

Other available settings

·Monitor recursively: if selected, all the child OUs of the container will inherit the settings

·Monitor Mailboxes: if selected, automatic synchronization for all mailboxes found in this container will be allowed

·Monitor Groups: if selected, automatic synchronization for all groups found in this container will be allowed

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Server tab

On the Servers tab of the AM administrator can see all Exchange servers synchronized with Archive Manage for Exchange. Exchange servers can be purged from Archive Manager or imported to Archive Manager on this tab. All the tasks as well as server properties are accessible through the context menu. Additionally, Tasks option in the context menu can be used also for troubleshooting purposes in some cases. For instance, when there are problems opening Exchange 2013/2016/2019 mailboxes in Enterprise Manager, the Repair Exchange profile option can help: authentication, proxy server and exclusive connection can be configured.

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NOTE: The process of importing Exchange servers to Archive Manage for Exchange is described in the Appendix in the section “Importing users to Archive Manage for Exchange”.

Steps to check server properties

1.Open the Address book Manager from the Tools menu bar.

2.Switch to the Servers tab.

3.To open the Properties window for any of your synchronized Exchange servers do one of the following:

·double-click the relevant server

·right-click the relevant server and select Properties from the context menu

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NOTE: In the server list view, servers excluded from synchronization are displayed in green (ARCHIV~1_img50) and deleted servers are displayed in orange (ARCHIV~1_img51).

4.The Properties window opens. The setting for each tab are as follows:

General tab

·always check the Include this server in synchronization otherwise the server will not be synchronized

·in the Access method select the method to connect to the Exchange server; it can be MAPI or EWS - for either method configure the selected connection on the respective tab (see below)

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EWS tab

·enter the EWS Url address https://<ExchangeServerIPAddressOrName>/EWS/Exchange.asmx

·user in the EWS Administrator text box must have impersonation permissions

·enter the Password and Domain of the given user

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MAPI tab

·fill in super-user's SMTP address, other settings will be filled in automatically based on the Exchange server settings when you close this dialog > right-click the given server > select Tasks/Update server.

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Advanced tab

·displays configuration path and server distinguished name

·the Show button opens window with more detailed information on your server (from registry)

·the Update now button updates server data immediately

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Groups tab

On the Groups tab of the AM administrator can see all Active Directory groups synchronized with Archive Manage for Exchange. Groups can be purged from Archive Manager or imported to Archive Manager on this tab. Moreover, a user-defined group can be created. All the tasks as well as group properties are accessible through the context menu.

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NOTE: The process of importing groups to Archive Manager is described in the Appendix in the section “Importing users to Archive Manage for Exchange”.

Steps to check group membership or settings:

1.Open the Address book Manager from the Tools menu bar.

2.Switch to the Groups tab.

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NOTE: You can display only filtered list of mailboxes. To do so, click the filter icon (ARCHIV~1_img54) on the toolbar. Create the filter in the same way as on the Groups tab of EM.

3.To open the Properties window for any of your synchronized groups do one of the following:

·double-click the relevant group

·right-click the relevant group on the Groups tab of Address book Manager and select Properties from the context menu

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NOTE: In the groups list view, manually created groups are displayed in green (ARCHIV~1_img50) and deleted groups are displayed in orange (ARCHIV~1_img51) .

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4.The Properties window opens.  The setting for each tab are as follows:

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NOTE: There can be several kinds of groups in Address book Manager – groups imported from Active Directory, user defined Archive Manager groups. Not all features are applicable to all kinds of groups.

General tab

·general information (display name, alias, e-mail, Active Directory folder etc.)

Member of tab

·list of all groups which your group is a member of

Members tab

·used for adding new members to user defined Archive Manager group: right-click inside the list view and select Add members from the context menu

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Advanced tab

·Not active for user defined Archive Manager group

·In the Automatic updates section define group’s settings for manual and automatic synchronization:

oAllow update of references - we recommend clicking this check box, so that the reference of the respective groups (e.g. membership changes in Active Directory) will be always updated in the Archive Manager database when the synchronization runs

oAutomatically import group members – we recommend un-checking this option unless you plan to populate the Archive Manager database with all Active Directory account members of this group (mailboxes and groups)

oAutomatically import mailbox members – we recommend un-checking this option unless you plan to populate the Archive Manager database with all Active Directory accounts with a mailbox that are members of this group.

·The Extra section informs you on the group type

·The Update now button updates group references immediately

·The Show button opens window with more detailed information on your group (from registry)

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