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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

Exchange Server Tools Installation

To synchronize Exchange permissions with Archive Manager, Archive Manager Server Tools has to be installed on the Exchange server with Mailbox Role. Additionaly, SMTP over port 25 has to be configured.

NOTE: Mixed environment (Exchange 2010 mixed with Exchange 2013) – install Extension on Exchange 2013 server with Mailbox Role.

Technical requirements

Exchange Server 2013/2016/2019

·Windows Server 2008 R2 SP1 (64-bit) / 2012 / 2016 / 2019

·.NET Framework 4.5


·MS Exchange 2013/2016 /2019 (Mailbox role)

1.Find the Disc \ Metalogix \ Archive Manager Installation Package \ 64 bit Extension \ 64 bit Extensions Setup.exe.

2.Run it on the Exchange 2013/2016/2019 Server with the Mailbox role.

3.When asked to specify a user, enter the super-user credentials (DOMAIN\UserName and password). Super-user is the user under which Archive Manager is running. It was specified during the installation of Archive Manager.

4.The install folder is by default set to C:\ Program Files \ Metalogix.

NOTE: It is a 64- bit application, so the 64- bit Program Files folder is selected as default. In case of custom folder, the full path will always be Metalogix\MAM4Exchange.

5.Select the Exchange Server Tools option. Click Next. Click Install, then Finish.


6.Since MamMonitoringSv service uses SMTP over port 25 to send notification emails, the receive connector that controls the flow of the messages to your Exchange organization must accept connections from SMTP senders over port 25 for authenticated users. Because the Exchange 2013/2016/2019 during installation of Mailbox server role creates default receive connector that does not enable SMTP over port 25 for authenticated users, it must be configured manually.

Configuring default receive connector in the Exchange Admin Center (EAC):

1.In the EAC, navigate to Mail Flow > Receive Connectors

2.In the list of receive connectors, click the Default FrontEnd <server name> and then click Edit.

3.On the Properties page, click one of the Security section and select Exchange users from list of Permission Groups.


7.As a last step, you need to configure the permission synchronization server. To do so on Archive Manager server launch the Enterprise Manager. Go to Tools / Addressbook Manager / General tab. Under Automatic permission synchronization parameters click Settings. In the pop-up dialog enter the name of the Exchange server on which you have just installed the Archive Manager for Exchange 64 bit Extensions.


Testing after installation

When all post-installation tasks are completed, it is important to check if you are able to archive emails. This will prove that your installation was completed successfully. To do a fast check:

1.Open the Enterprise Manager tool in its Archive view (you can switch to this view by clicking the View menu on the toolbar).

2.In the Look for text field type the name of one of your synchronized mailboxes and click Enter.

3.After expanding the mailbox structure you will be able to see the list of emails in the right-pane of the tool.

4.Simply right-click one email and choose Archive item from the context menu.

5.If the archiving process ends with the following dialog you have successfully managed to archive your first email.

g-testing after install


·Installation Check List

·Office 365 Configuration Details

·Creating an MS SQL database with a database user

Installation Check List

Use the list below to write down all information which you will need during the installation and configuration of Archive Manager for Exchange. It also summarizes all prerequisites for individual server.

·MS Exchange Server name:                                                        

üCreate Public Folder mailbox

üCreate Organizational Forms Library

·Mailbox for the super-user:                                                        

The super-user must be given these permissions:

ülocal administrator on your Archive Manager server

ürights over LDAP Configuration container – with ADSI edit tool

üOwner rights over Organizational Forms Library

üView-Only Organization Management role on your Exchange Server

üPublic Folder Management role on your Exchange Server

üPermissions on your Exchange Server to mailboxes which will be archived

üOnly if OWA will be used: Impersonation permission on your Exchange Server


oMS SQL Database 2008 and higher
SQL server name:                                                
Initial Catalogue (DB-Name):                                                

oORACLE Database 11g, 12c and 18c
Net8 Connection Name:                                                

oIn both cases:
Database user:                                                        
Password (do not reveal, do not fill in here!):                                

·HSM Server:

oHSM Server (NETBios) Name:                                                

oHSM Schema name:                                                        

oHSM Store name:                                                                

·Archive Manager Server;

üOperating system – MS Windows Server 2008 R2 SP1 / 2012 /2016 / 2019

üIIS 6.0 or higher installed

ü.NET Framework 3.5 and 4.5 installed

üWeb Service Extension ASP.NET v2.0 and 4.0 allowed

üMSXML (IE 7.0)

üIf ORACLE database is used you need to install the ORACLE Data Provider for .NET, in order to establish a Net8 connection.

üOutlook 2019 (32 bit) / Outlook 2016 (32 bit) / Outlook 2013 (32 bit) / Outlook 2010 (32 bit) installed (full UNICODE compatibility ensured)

üAdditional DCOM rights set

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. In Archive Manager, the jobs (automated archiving) apply to groups. Mailboxes not included in any group can be archived manually only.

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