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

Post-installation tasks

 

As the Archive Manager for Exchange installation finishes you will be prompted the Postinstallation dialog. The list of post-installation steps varies for different parts of installation (Archive Manager Server, PST Server etc.).

a-postinstall tasks

 

This dialog lists post-installation tasks which have to be completed after installation:

1.Configuration - Configuring your already installed databases

2.Forms Publishing - Publishing the Custom Forms of Archive Manager

3.Start Services - Start the Archive Manager services

4.Enterprise Manager - Run the Enterprise Manager to start populating Archive Manager with users and mailboxes and archive the first emails.

The last task is to be completed on the Exchange Server (not included in the Postinstall dialog):

5.Exchange Server Tools – installs tools necessary for reading permissions

For information on how to complete the tasks read the following sections. Each of the above mentioned steps can be done once you click the relevant Start button on the dialog. The Postinstallation tool can be launched also from <installdir> \ Metalogix \ MAM4Exchange \ Tools \ LaunchTools \ LaunchTools.exe.

Configuring the database

As suggested in the Postinstallation dialog, as a first step you need to configure your previously created database(s). To do so, just click the first Start button - Launch configuration tool. The database Configuration tool pops-up. This tool administers the database(s) which your Archive Manager software will use to keep meta-data in. The database(s) must be available before you run Archive Manager setup (see the Addendum “Creating an MS SQL database with a database user).

In this manual we use separate database for each component (exchangeDB for Archive Manager part, hsmDB for HSM part and auditingDB for Auditing part and mtRoleDB for Users part) and the same user for all (srv_exchange). The following lines describe only configuration of Archive Manager, Auditing and Users part. For HSM configuration see the “HSM Installation and Configuration” manual.

b-configuration

 

The Configuration tool has different tabs based on the components installed, e.g.:

-Auditing – only in case that Auditing feature was selected during the installation

-HSM (which is configured after the HSM installation – see the “HSM Installation and Configuration manual”)

-Exchange Archive (which is used to configure the Archive Manager)

-Users – should be configured for correct function of ArchiveWeb

-Search – only in case that MAM Search was installed as an optional feature

-Fulltext tab – only in case that old fulltext engine is used

You will notice that each main tab of the tool (Exchange Archive, HSM, Users and Auditing) has 2 subsections - the Configuration section and the Execute Scripts section. Always start with the Configuration subsection, since you will first need to set the connection parameters in order to run the sql scripts.

IMPORTANT NOTE: Once configured, you must NOT change the following values in the Configuration tool on any of the tabs:

·Initial Catalog: this is the default Database where the system is writing and reading from. This name should never be changed, unless you do not specifically restore all the prior archived data back in Exchange and decide to start all over with a fresh new database for the product. If by mistake another database is used the old archived data is no longer reachable.

·Table Owner: this is the default table owner used by the product. This SQL Table owner must be always the same, even if you move the SQL databases from one SQL server to another. If another SQL Table Owner name is created and used for the archiving product all the tables will be re-created as duplicate and the system will write in the new table set. As an end-effect the old archived data will not be reachable anymore. For SQL 2008 / 2012 the Table Owner is the SCHEMA NAME of the database.

·Server Name: this is the name of the SQL server where the databases used by the Metalogix product are hosted. It is only allowed to change this name if the database(s) the Metalogix product uses are moved from one SQL server to another

In case of an ORACLE database, do NOT change ORACLE NET name and Schema.

UPDATING: When updating from earlier versions to version 3.4 and higher, running the parentFolderConv-SQL.sql database script from the Exchange Archive tab can take a longer time. It is not necessary to run the script immediately after update. It is recommended to unselect the above-mentioned script when executing scripts on the Exchange Archive tab, have the system up and running and execute that script on the Exchange Archive tab only later.

Steps to configure a Microsoft SQL Server database

1.On the database Configuration tool switch to the Exchange Archive section and then click Configure.

c-exchange

2.If you have an MS SQL server as a database provider, select the respective radio button and click Next. If you are using an Oracle database choose the other radio button and click Next.

d-MS SQL

3.In the next window you have to fill in the text fields as follows:

Server name - name of the SQL server.

Initial catalog - name of the Archive Manager database (e.g. exchangeDB).

Table owner - name of the SQL Login that is a Table Owner

Schema name - name of the SQL Schema, e.g. srv_exchange

Authentication – authentication type used for the database

User name - database login user (the one you are using as a table owner – e.g. srv_exchange)

Password - password of the above database login

e-exchangeDB

info

NOTE: When updating Archive Manager from one version to another you must NOT change the following values in the Configuration tool on any of the tabs:
- Server Name
- Initial Catalog
- Table Owner

4.Back on the Exchange Archive tab run the sql scripts by clicking Execute Scripts. The list of the scripts will appear. Click Next.

g-pam scripts

info

NOTE: When updating from earlier versions to version 3.4 and higher, running the parentFolderConv-SQL.sql database script (the last one) can take a longer time. It is not necessary to run the script immediately. It is recommended to unselect the above-mentioned script when executing scripts on the Exchange Archive tab, have the system up and running and execute that script on the Exchange Archive tab only later..

5.In case of SQL Authentication, click Next once more to accept the database login user and its password.

h-user

6.Click Next to execute the scripts.

n-execute

7.When the process finishes, click Finish.

8.Now switch to the Users tab. Configure it in the same way as the Exchange Archive part. Use either the dedicated database mtUserDB or the same database that was used for Exchange Archive part.

9.If you have installed Auditing feature, switch to the Auditing tab to configure the Auditing database. The process is similar to Archive Manager database configuration – configure the auditingDB and run the scripts.

info

NOTE: Auditing log targets and configuration are described in detail in the Auditing manual..

10.When you finished, close the database Configuration tool. Archive Manager database is now configured.

Steps to configure an Oracle database

1.On the Configuration page click Exchange Archive. The Database tab page of the Configure Exchange Archive section appears.

c-exchange

2.Click Configure. The Database Configuration Wizard appears. Select the Oracle radio button.

d-oracle

3.Click Next. The connection properties for the Oracle database appears.

e-db-conn-wiz-oracle-settings

Enter the values for the properties as described below -

a.ORACLE NET Name - Oracle Net Service Name (tnsname).

b.Schema - Name of the database where Archive Manager tables will be created.

c.User Name - Login name of the user for the HSM database (with read and write rights to the tables)

d.Password - Login password of the user.

4.Click Next. If the connection is successful, a confirmation message appears.

f-db-conn-wiz-oracle-success

5.Click Finish. The Database tab page of the Configure Exchange Archive section reappears with the connection details.

f-oracle-conn-details

6.To create the necessary tables in the Oracle database, click Execute scripts... The Execute scripts page appears that displays the list of scripts.

g-oracle-execute_scripts

7.Click Next. The credentials page appears.

h-oracle-execute_scripts-user-cred

Enter the values for the properties as described below -

a.User Name - Login name of the user for the HSM database (with read and write rights to the tables)

b.Password - Login password of the user.

info

NOTE: Select the checkbox I want to see the SQL script before execution (for advanced users) if you want to inspect the scripts.

8.Click Next to start the script execution. The progress of the script execution is displayed.

i-oracle-execute-scripts-progress

9.When the scripts complete successfully, click the Finish button that appears.

j-oracle-execute-scripts-finish

10.The Database tab page of the Configure Exchange Archive section reappears. Verify the Database version and the Scripts version.

k-oracle-execute-scripts-done

 

Publishing Archive Manager Forms

 

As suggested back in the Postinstallation window, the second step will be FormPublishing. You need to publish the custom forms for Archive Manager in the Organizational Forms library of each Exchange Server you plan to archive.

These custom forms need to be installed with the FormsInstaller.exe tool. This tool is as default installed on the Archive Manager server under C:\ Program Files (x86) \ Metalogix \ MAM4Exchange \ Tools \ Forms. It can be used on any machine with Outlook 2019 (32 bit) / Outlook 2016 (32 bit) / Outlook 2013 (32 bit) / Outlook 2010 (32 bit) and .NET Framework 2.0 SP2 or higher installed. You can run it on a client or on your Archive Manager server.

How to do it:

NOTE: To run the FormsInstaller on a client, use the FormsInstaller setup. It can be downloaded together with the Archive Manager setup. This smaller setup is used to install the FormsInstaller.exe tool and other necessary .dll files on the client machine.

 

1.Check that the super-user account is a local admin on the machine.

2.Log-on with the super-user account and open its profile in Outlook. Make sure you are not using cache mode while attempting to publish the custom forms.

3.When done, keep the Outlook still opened with the super-user account and run the forms install application from this location

C:\ProgramFiles (x86)\Metalogix\MAM4Exchange\Tools\Forms\FormsInstaller.exe

4.The Forms Installer window opens. Select Install/repair. Then click Next.

a-install

 

5.If you have installed the Forms folder on a location different from the one displayed, click the Browse button to find it. Otherwise click Next.

NOTE: The Archive Manager form templates are located under the following path: C:\ Program Files (x86) \ Metalogix \ MAM4Exchange \ Tools \ Forms \ Templates.

b-template path

 

6.In the next window select the available forms and then click on the “>>” button to add them to the Selected forms list. Then click Next.

c-select forms

 

7.For full functionality leave all four options of this window checked and click Next.

Uncheck the individual options only for special purposes:

- When an archived email is opened in Outlook, the “Previous Item” and “Next Item” functionality is not working. This is because of the nature of archived email, which is just an offline copy of the original email. If you want to use the “Previous/Next” buttons while not retrieving the archived email, you can uncheck the “On Open” check box. In this case the archived email is not downloaded when the user double-clicks on the shortcut. Please note that in order to be able to access the archived mail, you have to set up another way of accessing its content, e.g. by setting up attachment links or html shortcuts. In this case there are direct links to the archived content directly from the shortcut, so the On Open method is replaced.

- Should you want to send in a reply just the shortcut of the given email (when clicking Reply on the Outlook menu bar), unchecked the On Reply check box.
- Should you want to send in a reply to all just the shortcut of the given email (when clicking Reply to all on the Outlook menu bar), unchecked the On Reply to All check box.

- Should you want to forward just the shortcut of the given email (when clicking Forward on the Outlook menu bar), uncheck the On Forward check box.

d-all

 

8.On the next dialog you will have to provide the name of your Archive Manager server that will be used for retrieving of archived mails. This name will be written in the custom forms code. You can provide two values (for example the NETBios name of the Archive Manager server and its IP Address as well) in case one of them is not reachable, the forms will do an automatic switch.

e-location

In the Location ID you have to write integers. Your first Archive Manager archiving server has the Location ID 1. If you will have later a second Archive Manager archiving server in the same domain you can set its Location ID to 2 etc. This will help the Forms to target to all the Archive Manager servers in the same domain. In other words, you have as many Location IDs as the number of your Archive Manager databases in use.

The Primary Retrieve Server column must contain the name of your Archive Manager server. If you use a dedicated server for retrieving, then you should write the name of this Retrieving Archive Manager server on this column.

The Secondary Retrieve Server column is usually keeping a different value than the one written on the previous column. That’s because the forms can do a switch and try two values in case one is not accessible.

EXAMPLE:

•

If you have only ONE Archive Manager server, always set on the Primary Retrieve Server column the NETBios name of your Archive Manager server and on the Secondary Retrieve Server the IP Address of the very same machine.

 

•

If you have MORE Archive Manager Servers, i.e. you have a dedicated retrieve server for your Archive Manager, then on the Primary Retrieve Server column you have to provide the NETBios name of the Retrieving Archive Manager Server, while in the Secondary Retrieve Server column you have to provide the NETBios name of the Archiving Archive Manager Server.

 

9.Now define your retrieval settings. Check the Use SSL (https) in server communication check box if you use the “https” in your domain communication. The Open message as read-only check box is selected as default, so that archived emails would open as read-only for your users. Do not change these settings unless it is necessary. When this option is not checked, users are allowed to modify archived emails but these changes are not reflected in the archive. When finished, click Next and then Install to publish the custom forms

NOTE: Users with Archive Manager Outlook Addin installed can modify archived emails by creating new email versions in archive even if the Open message as read-only check box is selected.

f-retrieval settings

 

10.After the attempt of publishing each of the eight forms you will get a result in the Forms Installer tool. If the result is OK, your installation of the forms is successful. You can check them if you go in Outlook to Tools / Form / Choose Form and then list from the Organizational Forms Library.

When done, click Finish and your custom forms are now installed.

g-finish

Activating mailboxes

 

After publishing the forms for the super-user (previous chapter), it is necessary to activate all mailboxes which you plan to archive. To do so:

- open Outlook with super-user account

- go to Tools/Forms/Choose form

NOTE: In Outlook 2013 click Home tab / New Items / More Items / Choose Form.

- in the new dialog list choose the Organizational Forms Library

- keep the SHIFT key pressed on your keyboard and double-click to load the form called PamMessage (there are 4 of them, use the 4th one – it is the one with an icon of archived message ARCHIV~1_img78; to display the icon click Advanced)

- it will open and look like a normal email

- send this email to all mailboxes you plan to archive

Now you have activated all mailboxes and they can be archive.

 

NOTE: If there are multiple languages (multiple organizational form libraries), then you need to publish the forms using a language specific Outlook and account – one for each language.

To replicate the Archive Manager forms in the Public Information Store, use the same method to send an Archive Manager form to your Inbox folder. Then copy it in the Public Folder you wish to archive from. The Archive Manager forms are replicated now in the Public Information Store too.

 

NOTE: If during the installation the Choose Profile window is displayed, select the appropriate profile from the Profile Name combo box. (The profiles are created in MS Outlook under a user with an e-mail account on the MS Exchange Server.)

h-choose profile

 

NOTE: If during installation a Warning window concerning macros appears, then always click on the Enable Macros button.

i-enable macros

 

Related Documents