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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

Pre-installation tasks

·Super-user

·The Archive Manager Server

·Assigning administrator rights to the super-user over the Archive Manager Server

·Assigning rights to the super-user over the Configuration Container

·Granting the super-user permissions in MS Exchange Server

·Granting the super-user impersonation permissions in MS Exchange Server

·Assigning DCOM rights on Windows Server 2008 / 2012 /2016 / 2019

·Creating and mounting a Public Folder database

·Creating an Organizational Forms Library

·Assigning owner rights to the super-user over the Organizational Forms library

·Setting up language for the forms folder

Super-user

 

Another important thing for the administrator to do before installing Archive Manager is to create an account with a mailbox under which Archive Manager will be running. This can be done simply by adding a new user in Active Directory Users and Computers. Give that account a relevant name – throughout this manual we will call this account a super-user account, and will be referred to as the srv_exchange user (see the next section “Creating a super-user account”).

 

Why is this super-user necessary? Because at archiving, emails and their attachments are taken from your MS Exchange server and they are placed in the HSM storage, which is another, cheaper, location. Only a shortcut is left behind on the MS Exchange server. This means that the original email and its attachments are replaced with a shortcut. The services that do this replacing process run under this super-user account. That is why this account must be given certain additional rights on your MS Exchange Server.

 

This super-user must be added to the local administrators of your Archive Manager Server. As mentioned above, this super-user account must be given permissions to mailboxes on your Exchange Server. Those permissions as well as owner rights must be given, in order to enable the archiving process. Later we will describe how to assign permissions over the mailboxes to the super-user.

 

IMPORTANT NOTE: You need to create a super-user account with a mailbox and with all additional rights, which will be described later, before running the installation of Archive Manager, since you will be asked for its name and password when running the Archive Manager Setup. Please keep in mind that the password of this super-user must not be blank!

Creating a super-user account

 

Note that it may take some time for the super-user account to be registered in Active Directory Users and Computers. The account cannot be used until the registration is complete. The length of the delay depends on how Exchange Server is set up to replicate recipient information.

 

To create the super-user account:

1.Click Start /Programs /Administrative Tools /Active Directory Users and Computers.

2.In the left pane of the Active Directory Users and Computers window, double-click the container where you want to create the srv_exchange account.

3.Click the Action menu, click New, and then User. The New Object –User window is displayed.

4.Complete the New Object – User window (enter srv_exchange) and click Next.

5.In the next window select the Password never expires check box. Enter a password in the Password text-box and confirm it in the Confirm password text-box.

NOTE: The password cannot be blank!

Leave the remaining checkboxes clear:

User must change password at logon

User cannot change password

Account is disabled

Click Next to move to the next screen.

6.Click Finish to create the new user.

 

 

 

Creating a mailbox for the super-user

 

As mentioned before the super-user account has to be an account with a mailbox. In the following lines we describe the process of creating a mailbox for this super-user.

 

1.On your MS Exchange server open the Exchange Management Console from Start / Programs / Microsoft Exchange Server 2010 / Exchange Management Console.

2.In the left pane of the Exchange Management Console window select the Recipient Configuration node.

a-recipient

 

3.In the right pane click on the New Mailbox.

b-new mailbox

 

4.New mailbox window pops up. Select the User mailbox radio button and click Next.

c-mailbox

 

5.In the next window switch to the Existing user radio button. Click Add and locate your super-user. Then click OK.

d-browse

 

6.Click Next.

7.In the Mailbox Settings window enter the alias for the mailbox user and click Next.

8.Click New to create the mailbox for the super-user. Then click Finish.

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