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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

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


The super-user will be publishing all Archive Manager forms in the Organizational Forms library. Therefore, that account must be given owner rights to this folder. To assign the rights to the super-user, follow these steps:


1.Run the Exchange Management Shell from Start / Programs / Microsoft Exchange Server 2010 / Exchange Management Shell.

2.Now enter the following command to set access rights for super-user (srv_exchange):

Add-PublicFolderClientPermission -Identity "\NON_IPM_SUBTREE\EFORMS REGISTRY\Organizational Forms" -User "srv_exchange" -AccessRights "owner"


First parameter is a path to the Organizational Forms library. Second parameter is a name of the super-user, which will be granted the rights and third parameter is the AccessRights type which is usually supposed to be “Owner”.



·If you are not sure what the name of the Organizational forms library is, the following command can be used. It will grant permissions for the child objects under EFORMS REGISTRY:

Get-PublicFolder -Identity "\NON_IPM_SUBTREE\EFORMS REGISTRY" -GetChildren | Add-publicfolderclientpermission -User srv_exchange -AccessRights Owner

·It may take some time until the super-user is assigned owner rights over the Organizational Forms library.

Tips & Tricks: If there are any issues with assigning rights over Organizational Forms Library, you can download Microsoft ExFolders from:

This tool can facilitate the process of assigning rights over different Exchange Server folders. It can be used for MS Exchange Server 2010.

Setting up language for the forms folder


After we have successfully created Organizational forms library, its language needs to be set up. To do so, download the Microsoft’s MAPI Editor tool from the Microsoft download center to the machine with Outlook installed. The current location for download is:

(go to download and select the latest release)

1.Start the Microsoft’s MAPI Editor tool on any client computer, where Outlook is installed and profile(s) are present.

NOTE: Should you have Outlook installed also on your Archive Manager server, you can launch the MAPI Editor on that machine as well.

2.To display the store tables unfold the Session menu and select Logon command.


3.The store tables are displayed then. Right-click the Public Folder store. From the context menu select Open store or double-click the store to open it.

c-open public


4.A new window with public folders appears. Unfold the tree in the left pane down to Public Root \ NON_IPM_SUBTREE \ EFORMS REGISTRY \ Organizational Forms.

d-organizational forms


5.Click on the Property tab on the menu bar and from the down-drop menu select Edit given property option.

e-extra properties


6.In the new window click enter the number 0x3FE90003 in the Property tag text box. It defines the PR_EFORMS_LOCALE_ID property. Check it in the Property name box. Then click OK.

g-select tag


7.In the pop-up Property Editor window type the required locale ID (1033 for English) in the Unsigned Decimal box and click OK:



8.Back in the Folder Tree window locate the PR_PUBLISH_IN_ADDRESS_BOOK property in the right pane. Right-click it and select Edit property.

k-edit property

NOTE: If this property does not exist, you have to create it. Click Property / Additional properties. Click Add and enter the number 0x3FE6000b in the Property tag text box. It defines the PR_PUBLISH_IN_ADDRESS_BOOK property. Check it in the Property name box. Click OK and OK again.


9.Uncheck the Boolean check box and click OK.



10.Finally close the Folder Tree window and exit MAPI Editor by selecting Session/Logoff menu command.

Installing Archive Manager for Exchange

LAN Architecture

Before installing Archive Manager for Exchange, we need to mention something about the type of LAN you may have, which basically consists of:

·MS Exchange Server, (must be a SEPARATE MACHINE)

·Database Server,

·Archive Manager Server,

·HSM Server and

·Archive Manager Search Server (optional).


In the most basic configuration all servers EXCEPT MS EXCHANGE can be installed on one machine. However, more advanced configurations are recommended.

Archive Manager is a product of high scalability and administrators can decide for various LAN solutions. For instance, maximum 3000 mailboxes can be archived with one Archive Manager Archive server. If more than 1000 mailboxes are being archived, we recommend dedicating an additional server where only the Archive Manager retrieve part will reside. In this manual we describe two LAN configurations in detail:

Common config (containing ONE Archive Manager server)

·MS Exchange Server (one machine)

·Database Server, Archive Manager Server, HSM Server, Archive Manager Search Server, PST Import Server (second machine)


LoadBalancing config (containing MORE Archive Manager servers)

·MS Exchange Server (one machine)

·Database Server (second machine)

·one Archive Manager Archive Server (third machine) (with optional PST Import)

·one Archive Manager Retrieve Server (fourth machine)

·HSM and Archive Manager Search Server (fifth machine)


HSM server setup and optional Archive Manager Search server setup must be installed first - 1st part of the installation section.

Then run the Archive Manager setup on all other servers (except the Exchange and Database Server) – 2nd part of the installation section.


NOTE: To achieve load balancing and enable multiple archiving for large organizations scattered around the globe, Archive Manager provides you with the possibility to configure several Archive Manager Archive servers distinguished by a unique identifier – the LocationID. More servers can be assigned to ONE location:

·ONE Archive server

·several Retrieve servers and/or

·PST Import servers.

For example: one Archive Manager archive service for daily business, one PST Import archive service and several retrieve services operating in parallel.

(For more info see the note at the end of the “Installing Archive Manager for Exchange” chapter.)

1st part of the Archive Manager installation – HSM and Archive Manager Search


After you have decided on your Archive Manager configuration solution, you can start installing Archive Manager. As was mentioned before, the first step is to install:

·the HSM Server which takes care of storing and retrieving emails and

·optionally the Archive Manager Search Server if you wish to use the fulltext search

NOTE: When running the Archive Manager Search setup, you can choose from different fulltext search engines:

oArchive Manager Search (recommended)

oMS Search integration


NOTE: Both HSM and Archive Manager Search can be installed by separate setups or by using the Archive Manager installation package. For detailed information on how to install and configure the HSM and Archive Manager Search see the following manuals:

oHSM Installation and Configuration

oArchive Manager Search

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