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Metalogix Archive Manager for Exchange 8.1.1 - Advanced Installation Guide (with Exchange 2010)

Introduction Getting started Pre-installation tasks Installing Archive Manager for Exchange Post-installation tasks Addendum


This manual gives an introduction to Archive Manager for Exchange the email archiving tool. In this manual we will explain how to manually install and configure Archive Manager for Exchange for Microsoft Exchange Server 2010 using the light setup.

Besides the light setup, Archive Manager can be installed by the Install package which performs all pre-requisite tasks and necessary configuration itself (see the short “Archive Manager Quick Start Guide”).

In this manual we use Windows Server 2008 R2 SP1 as OS.

Prerequisites knowledge

You should have a working knowledge of Microsoft Exchange Server 2010 and of the administrative tasks in Windows Server 2012/2008.

You should also have an understanding of Microsoft SQL Server or ORACLE Database Server, depending on which you will be using.

Knowledge of Microsoft Outlook and IIS would be of help, too.


Getting started


This chapter describes the most important basic requirements for successful manual installation of Archive Manager for Exchange. Here we will also describe pre-installation tasks the administrator has to perform before installing Archive Manager by the light setup, so please read it carefully.


Besides the light setup, Archive Manager can be installed by the Install package which performs all pre-requisite tasks and necessary configuration itself (see the short “Archive Manager Quick Start Guide”).


What is Archive Manager for Exchange


Archive Manager is a software solution for email archiving. It enables archive mail into a pre-defined store even with a different retention times. Any email can be restored any time along with its attachments. It provides full version management with a possibility to retrieve any of the versions. Moreover, our full-text search engine provides searching through the archives by applying various search criteria.


At archiving, Archive Manager replaces archived emails on the MS Exchange server with a shortcut, which takes up much less space. Messages remain available, however, and end-users can work with them as usual. This helps you to increase capacity on your MS Exchange server. Furthermore, our OWA support lets you access archived e-mails easily without any reconfiguration via Web Access. Thanks to the “shortcut delay” feature even Blackberry users can read their archived emails. Archive Manager also offers an Offline Folder Service for those who wish to access their mails while on the road. Emails can be copied into the Offline Folder using a standard synchronization process. Archive Manager comes with a plug-in for MS Outlook that gives users authorized by the administrator the ability to control certain archive functions themselves.


The system is fully automated and the administrator needs to specify the attributes of its behavior only.



Process of archiving with Archive Manager


Archive Manager for Exchange transfers the desired email with its attachments to the HSM system. It is the HSM system that takes care of storing and retrieving emails and their attachments. The HSM system works with a database because the information contained in the shortcut is stored either in an ORACLE or an MS SQL database. The HSM system passes down this email and its attachments to a store specified by the administrator, whereas the email can be compressed “on the fly”. A shortcut of a few kilobytes only remains at its original location. This shortcut includes information about the new location of the archived email. The only difference a user notices is that the shortcut is displayed with a slightly modified icon.


Users may work with archived emails and their attachments as usual. This means that when an archived email is reopened, Archive Manager passes the information contained in the shortcut to the HSM system. Then the HSM system restores the respective email and its attachments from the store. Yet, for users it is as if they were working in their normal environment.


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