Chat now with support
Chat with Support

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

The HSM Server (Hierarchical Storage Management Server)

 

The HSM Server (i.e. the computer where the HSM system is installed), as a part of Archive Manager, takes care of saving and securing archived documents. It works with a database, either an ORACLE Database or an MS SQL Database.

NOTE: If you are using an ORACLE database, Oracle Data Provider for .NET has to be installed.

 

When installing Archive Manager for Exchange you will be asked to specify a database as well as a database user and password, while configuring the database (see the section “Configuring the database” in the chapter “Post-Installation tasks”). Therefore, a database with a database user must be available before installing Archive Manager. (NOTE: The Archive Manager light setup does not create a database automatically.)

 

 

Database

 

The database used by Archive Manager has basically four parts: Archive Manager part, HSM part, Users part and Auditing part (optional).

Archive Manager light setup does NOT create databases automatically.

 

Archive Manager part

One database can include all these parts. However, if you plan to archive 1.000.000 and more emails, we recommend creating a separate databases for all three parts. These databases are then easier to back up and are not growing quickly.

HSM part

Users

 

Auditing part

If auditing feature will be used, a separate database for auditing part must be created.

 

NOTE: The owner can be the same for all databases or you can create different owner for each database.

 

Databases with the database user(s) (who, in addition, should be the owner(s) of these databases) have to be available before installing Archive Manager, because you will be asked for this data during the installation of Archive Manager. In this manual we use one database for Archive Manager (exchangeDB), one for HSM (hsmDB), one for Users (mtRolesDB) and one for Auditing (auditingDB). The same user for all is “srv_exchange”.

 

Supported databases:

·MS SQL 2008 and higher

·ORACLE 11g, 12c and 18c

 

Creation of a database with a database user in MS SQL 2012 is described in “Addendum – Creating an MS SQL database with a database user”.

 

NOTE: If you prefer working with an ORACLE Database, make sure to have similar data (database, database user, password, owner of the schema) available during the installation of Archive Manager for Exchange.

 

 

Hardware & software requirements

 

Please see the latest version of the following document:

- Prerequisites - Archive Manager for Exchange

Pre-installation tasks

 

In this part we will describe which pre-installation steps should be taken in order to prepare all that is needed for installing Archive Manager for Exchange correctly.

Before installing Archive Manager you need to:

·Create database(s) with a database user (owner of the table) so that they are available when installing Archive Manager (Creation of a database with a database user in MS SQL 2012 is described in “Addendum – Creating an MS SQL database with a database user”);

·Create a super-user account (see the section “Super-user” as well as the section “Creating a super-user account” and “Creating a mailbox for the super-user”);

·In case that you will be using ORACLE database, you need to install on the Archive Manager Server computer the ORACLE Data Provide for .NET (see the section “The Archive Manager Server”)

·Install Outlook 2010 or higher on your Archive Manager server (see the section “The Archive Manager Server”)

info

NOTE: Exchange 2019 supports Outlook 2013 or higher.

·Make sure to install IIS. In the case that Archive Manager will be running on an:

a)MS Windows Server 2012, 2016 or 2019 then follow the steps as described in the section “Installation of IIS on a MS Windows Server 2012, 2016 or 2019”

b)MS Windows Server 2008 (R2 SP1) then follow the steps as described in the section “Installation of IIS on a MS Windows Server 2008 (R2 SP1)”

IMPORTANT NOTE: If you plan to install Archive Manager for Exchange on a server with Microsoft CRM or SharePoint, you have to manually configure Archive Manager web applications. It is necessary, because these applications are overtaking port 80 in IIS. Archive Manager needs port 80 free, otherwise it will not be able to retrieve archived data to the users. For more information on how to configure Archive Manager web applications in such cases see the “Archive Manager for Exchange Configuration on the secondary Website” manual.

 

·Install .NET Framework 3.5 and 4.5 (see the section “Installation of the .NET Framework”);

·Assign administrator rights on the Archive Manager Server to the super-user (see the section “Assigning administrator rights to the super-user over the Archive Manager Server”);

·Manage super-user rights with ADSI Edit tool (see the section “Assigning rights to the super-user over the Configuration Container”);

·Grant the super-user permissions in MS Exchange Server (see the section “Granting the super-user permissions in MS Exchange Server”);

·Grant the super-user impersonation permissions in Exchange Server (see the section “Granting super-user impersonation permission in the Exchange Server”);

NOTE: These permissions are necessary only if you plan to access archived emails via OWA.

·Assign DCOM rights (see the section “Assigning DCOM rights on Windows Server 2008 / 2012 /2016 /2019”);

·Create a Public folder database on the MS Exchange Server (see the section “Creating and mounting a Public folder database”);

·Create the Organizational forms library (folder) on the MS Exchange Server (see the section “Creating an Organizational forms library” as well as the section “Setting up language for the forms folder”);

·Assign owner rights to the super-user over the Organizational forms library on the MS Exchange Server (see the section “Assigning owner rights to the super-user over the Organizational Forms library”);

·When you are done with installation, please don’t forget to synchronize the super-user as well (see the section “Enterprise Manager – Initial Configuration”)

Also, attached is a check-list (see the section “Addendum”) specifying which data you should collect before installing Archive Manager. For successful installation, we recommend going through that list first.

 

IMPORTANT NOTE: Automated archiving is designed for groups. It is therefore crucial to have Active Directory groups synchronized with Archive Manager, or at least to create new Archive Manager groups using the Addressbook Manager or the Initial Configuration wizard (see the section “Enterprise Manager – Initial Configuration”). In Archive Manager, jobs (automated archiving) apply to groups. Mailboxes not included in any group can be archived manually only.

Related Documents