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Metalogix Archive Manager for Exchange 8.1.1 - Advanced Installation Guide

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

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 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; 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

Publishing Archive Manager Forms for Office 365

In case you are publishing forms in Office 365 environments, follow the steps as described below:

1.Open Group Policy Management on your domain controller machine.

2.Expand the tree down to Forest / Domains / <YourDomain> / Group Policy Objects and from the context menu click New.


3.Enter a name (e.g. Publish_Forms) and click OK.


4.Right click your domain name and choose the Link an Existing GPO… option.


5.Choose your newly created GPO (Publish_Forms) and click OK.


6.Right-click on your GPO and click Edit.

7.In the pop-up Group Policy management Editor click User Configuration / Policies / Software Settings / Software Installation. Right-click it and select New / Package.


8.Browse to your Metalogix Forms Publisher Installer.msi (ensure that msi folder is shared for every user who will install form using group policy).

9.Click on Advanced and OK.


10. On the Deployment tab make sure to select Assigned and Install this application at logon options.


11. Now open registry (run “regedit”) and create new key named Metalogix under HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node.

12. Back in the Group Policy Management Editor go to Computer Configuration / Preferences / Windows Settings / Registry.

13. Right-click in the main pane and select New / Registry item.


14. In the pop-up dialog create new registry item with the following values:

Action – select Create

Key path - the same as for the newly created key, i.e.


Value name – DownloadFormService

Value data - ExchangePAMWS address (address to web service which will download forms); it’s in the form of



Start Archive Manager services

You are now ready to proceed to the next post installation task – starting the Archive Manager services on your archiving server:

Click the relevant Start button in the Postinstallation window or

You can also start services when running the batch file from <installdir> \ Metalogix \ MAM4Exchange \ Tools \ Start.bat

NOTE: Maybe in the future you will have to restart the Archive Manager services to load some special settings for your email archiving. In that case use always the batch tools - Stop.bat and Start.bat - located in the same directory <installdir> \ Metalogix \ MAM4Exchange \ Tools

Enterprise Manager – Initial Configuration

Once the Archive Manager services are all started you can proceed with opening the main archiving tool of Archive Manager called Enterprise Manager where you will have to populate the Archive Manager with users - in other words, synchronize your users whose emails you wish to archive. Additionally, the Initial Configuration wizard will lead you through all settings necessary for archiving.

To open the Enterprise Manager:

click the last Start button in the Postinstallation window or

launch it from <installdir> \ Metalogix \ MAM4Exchange \ Applications \ EnterpriseManager \ PamEnterpriseMan.

NOTE: As default, only the super-user, which was specified during the Archive Manager installation, has logon permissions to the Enterprise Manager (EM). Thus when you want to run the EM, you have to be logged on with the super-user account. However, you can grant other users logon permissions as well. It can be done on the Tools / Options / User roles tab in EM (for more information see the “Archive Manager for Exchange Administration Guide”).

When the EM is launched for the first time, no users are synchronized with Archive Manager, no archiving is scheduled. To facilitate the initial configuration tasks, the Initial Configuration wizard is started. It will lead you through the initial configuration so that you can start archiving with Archive Manager. The wizard will perform the following tasks:

1.Import mailboxes or group which you want to archive with Archive Manager

2.Set the default retention category

3.Define job, i.e. scheduled task which will perform the archiving

4.Configure group and email filtering

After you finish the initial configuration as described further, you will not need to run the wizard again. All additional settings can be configured directly in EM. Check the Do not show this wizard when the application starts check box so that this wizard will not start next time when you run the EM.


On the initial page of the wizard click Next. On the next page you can choose between different ways of importing users to Archive Manager:

a)Create group and import users – a user defined group (not an Active Directory group) will be created in the Archive Manager and you will be able to choose which users from Active Directory should belong to this group

b)Select an Active Directory group – you will select an existing group from Active Directory and all its users will be imported

c)Create group by LDAP query – you will create a group in Archive Manager containing the users/groups satisfying the defined LDAP query

d)Select a group in Azure Active Directory – you will connect to your Office 365 and import selected groups/users

NOTE: With the evaluation license you can import only 5 mailboxes.


Depending on the option you have chosen in the previous dialog, now you can:

a)Set the name of the group which will be created in the Archive Manager and select the mailboxes which you want to import to this group

NOTE: Right-click inside the list view to unfold the context menu. The context menu can be used to check / uncheck all mailboxes etc.


Further, should you wish to allow members of this group to use the Outlook addin for archiving directly from Outlook check the Set the Outlook addin permissions for the group option.

b)Select the Active Directory group which you want to import to the Archive Manager


Further, should you wish to allow members of this group to use the Outlook addin for archiving directly from Outlook check the Set the Outlook addin permissions for the group option.

c)Set the name of the group which will be created in Archive Manager and specify LDAP query criteria for users to be imported:

Root of Search – use the Browse button to choose the root level for query search

Query String – here define your LDAP query

Query Scope – select if the query should be executed just on the root level (One level Search) or also on subtree starting from the root level (Subtree search)

After defining your criteria click Next. The following dialog displays users satisfying the criteria. Then click Next.


d)Enter your Office 365 configuration details (see “Addendum – Office 365 configuration details”) to import from Azure AD

NOTE: In case of Advanced Authentication for Azure AD, entering username and password is required (for more information see the "Office 365 Configuration Details" section).



In the next dialog select the Azure AD group which you want to import to Archive Manager.

Further dialogs are the same for all scenarios:

In the Archive Settings dialog you can select the retention category which will be used as the default retention category. Retention category defines the lifecycle of the archived emails, i.e. it defines for how long the item will be kept in the archive etc. In the case of fresh installation, there is just one retention category (“Default” retention category) created by the wizard.

If you want to create a new retention category with specific settings click the “create a new retention category” link. Then in the pop-up dialogues you can create retention category with specific settings (for detailed information see “Retention tab” section in the “Administrator Manual for Archive Manager for Exchange Enterprise Manager”).

In the Email filtering section define settings for email archiving. In the Archive files older than … days text box enter the period following which the items will be archived. In the Archive files bigger than text box enter the size of the messages to be archived. Do not forget to select the appropriate units (B, KB or MB) in the down-drop box. Click Next.

Example: As the default the settings are the following:

10 days

0.01 MB

It means that messages older than 10 days AND bigger than 0.01 MB will be archived.



In the Job Settings dialog you will define job, i.e. scheduled task that will perform the archiving of messages for the given group. You can either Select an existing job or Create a new job. In the case of fresh installation there are no jobs yet. You have to create one by selecting the Create a new job option. In the Job name text box enter the name for the job. Then define the Schedule interval, i.e. the interval after which the job is restarted. If the Start the job automatically is checked, the job starts archiving automatically when the configuration finishes. If it is not checked, you will have to start the job manually.


Finally click Finish. In the final report dialog you can read the summary. To conclude click Close.

NOTE: Check the Do not show this wizard the next time check box so that the wizard is not started every time you open Enterprise Manager. However, you can open it again anytime from Help / Setup wizard in the Enterprise Manager.


NOTE: For created groups make sure to check Automatically import group members and Automatically import mailbox members on group Properties/Advanced tab. This will ensure that new members satisfying your criteria will be automatically imported to Archive Manager at synchronization.


The following tasks were performed:

·imported a group of users to Archive Manager

·created retention category for archiving

·created job and assigned it to the imported group

From this moment on, Archive Manager job will archive messages of the given users based on the defined criteria. The group with all its settings will be displayed on the Groups tab of the Enterprise Manager.

NOTE: The process of importing users, groups or servers to Archive Manager is described in detail in “Administrator manual for Archive Manager for Exchange Enterprise Manager”. Explanation of retention categories, jobs and other archiving settings can be found in the same document.

As mentioned at the end of the installation section you must assign a server role to your Archive Manager server depending on your LAN architecture. Go to Enterprise Manager / Tools / Options / Server settings / Server roles tab. In the Server role down-drop box choose from the following server roles:

·Archive server

·Retrieve server

·PST Import server

In case of only one Archive Manager server in your environment, assign the Archive server role to it.

In case of more Archive Manager servers remember that in one Location there can be ONE Archive server, several Retrieve servers and PST Import servers. Any other Archive server must have a unique LocationID.

For more information see the section “Installing Archive Manager for Exchange”.

c-server role

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