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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

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

2nd part of the Archive Manager installation – Components Selection

When your HSM and Archive Manager Search are installed, you can continue with the Archive Manager installation. We will use the separate Archive Manager for Exchange setup (Disc \ Metalogix \ Archive Manager Installation Package \ Exchange \ AM for Exchange Setup.exe). This setup is also a part of Archive Manager Installation Package. You can run the installation package and then select just the Metalogix Archive Manager for Exchange component.

NOTE: Make sure that all MMC applications (the System Manager tool, the Services window etc.) are closed before running the Archive Manager setup. Run the setup while being logged on to the server with a domain account with local administrative permissions.

On the Welcome page click Next.

On the License Agreement page read the license agreement. If you agree, click Yes to continue.

 

a-license

Before proceeding with installation, you need to apply the license. There can be two different situations:

·Archive Manager server has an internet connection (a)

·Archive Manager server has NO internet connection (b)

a)If Archive Manager server has an internet connection, follow the next steps:

oEnter your license key and click Next.

NOTE: If the internet access is filtered out by proxy on the Archive Manager server, click the Set proxy link to enter the respective parameters.

oLicense will be validated and you can continue the installation.

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b)If the Archive Manager server has NO internet connection, follow the next steps:

oInsert your license key.

oSelect the Offline activation radio button and click Next.

oCopy the Activation request text from the Activation request text box or save it as a file (click the Save to file link)

oOn a machine with internet access open the Activation URL (listed under the Activation Request).

oPaste the Activation Request text you have copied or Browse for the file you have saved and click Activate

oActivation text is generated. Again copy the text or save it as a file

oBack on the Archive Manager server click Next to proceed to the Enter your Activation Response dialog. Paste the Activation text you have copied from the Quest web page or load the file.

oClick Next, then Finish.

In the next window you can check the location where the Archive Manager folder with all the application necessary files will be installed. The default destination location is C:\Program Files\ Metalogix. You can use the Change button to change the destination directory, if you wish. Then click Next.

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The next step is very important as in the following dialog (Select Features window) you are selecting which features of Archive Manager will be installed. We will describe how to select the features in a separate section (see the following sections “Description of the features” as well as the section “How to select the features”). You must select appropriate features depending on your LAN configuration.

b-select features1

Description of the features

Application Server

Please select this option only for the computer where Archive Manager Server will be running. By selecting this option you will install the basic components of Archive Manager.

PST Import

As for PST Import, it is an application collecting and archiving users’ PST files. It can be used only on the machine where MS Outlook is installed.

Supported Outlook versions:

oOutlook 2010 (32 bit)

oOutlook 2013 (32 bit)

oOutlook 2016 (32 bit)

oOutlook 2019 (32 bit)

(For more information on how to use and configure the PST Importer, see the “Administrator manual for PST Importer”.)

IMPORTANT NOTE: The PST Import component can easily be installed on any machine with the following minimum requirements:

·Windows Server 2008 R2 SP1

·.NET Framework 2.0 SP2

·Outlook 2010 (32 bit)
 

Administrative tools

By selecting this option you will install the Configuration tool and the Enterprise Manager, which are included among administrative applications of Archive Manager.

These tools can be installed and used on several computers. For instance, you may decide to use Enterprise Manager not only on the machine where Archive Manager Server is running (i.e. not only on the machine where Application server is selected during setup). In that case you must select ONLY Administrative tools when running Archive Manager for Exchange setup on the new machine. Several users can then have access to full management of Archive Manager.
 

Forms Installer

Forms Installer contains custom forms and FormsInstaller.exe tool which publishes the forms in the Organizational Forms Library. It can only be used on a computer where Outlook is running. You can also choose any client machine with Outlook 2019 (32 bit) / Outlook 2016 (32 bit) / Outlook 2013 (32 bit) / Outlook 2010 (32 bit) and .NET Framework 2.0 SP2 installed to be able to publish the forms.

NOTE: There is always a FormsInstaller setup to be downloaded together with the Archive Manager setup. This smaller setup installs the FormsInstaller.exe tool on the client machine.
 

Auditing

Auditing allows administrator to log defined user actions in the email archive, i.e. administrator has an overview of user actions as archiving, retrieving, restoring and even executed fulltext searches (in Outlook and ArchiveWeb). This feature can be installed on Archive Manager server or on a separate machine (for detailed information see the “Auditing manual”).
 

Monitoring service

This service is implemented since v5.1. It automates monitoring of other Archive Manager (MAM) services and alerts administrator via notification email if necessary. Notification mail is send only if some error occurs. For more information see the “MAM services – Basic description” manual.
 

Documentation

Available documentation

 
All in all, certain restrictions and recommendations regarding LAN architecture need to be taken into account when installing Archive Manager. Basically the MS Exchange Server and Archive Manager Server should be on different computers, i.e. two separate machines (for more information see the section “LAN Architecture”).

IMPORTANT NOTE: There is a special Archive Manager for Exchange_64bit_Extensions setup to be downloaded together with the Archive Manager for Exchange setup. This Archive Manager for Exchange_64bit_Extensions setup installs Exchange Server Tools which are necessary for reading permissions and Archive Manager components for OWA (optional).

Archive Manager for Exchange_64bit_Extensions setup is dedicated to run only on Exchange Server (see the “Archive Manager for Exchange Installation of Optional Features” manual).

How to select features for various types of LAN

As mentioned in “LAN Architecture” section Archive Manager is a product of high scalability and administrators can decide for various types of LAN. It is important to select the correct features for your servers when installing Archive Manager. Further we discuss two most common LAN configurations in detail:

ocontaining ONE Archive Manager Server (“Common config”)

ocontaining MORE Archive Manager Servers (“LoadBalancing config”).
 

I. Common config

Possible LAN configuration:

·MS Exchange Server (one machine)

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

Please select the features on the Select Features page as described below:

When running the Archive Manager setup on the second machine, select Application Server. To enable ArchiveWeb application, select also ArchiveWeb. If you plan to use administrative applications on the server as well, select Administrative tools. Select Auditing if you want to deploy auditing feature and Monitoring service if you want to deploy monitoring as well.

You can select also FormsInstaller and PST Import features.

NOTE: HSM and Archive Manager Search have been installed on the machine separately (1st part of the installation).

NOTE: The only components installed on the Exchange Server are Exchange Server Tools necessary for synchronizing permissions and/or OWA extension (optional). They are installed with the Archive Manager for Exchange_64 bit_Extensions setup which can be downloaded together with the Archive Manager for Exchange setup (see the “Post Installation tasks” section).

For OWA extension installation see the “Archive Manager for Exchange Installation of Optional Features” manual.

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II. LoadBalancing Config
 

Possible LAN configuration:

·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)

NOTE: Provided that you wish to have two or more Archive Manager servers, the Archive Manager installation has to run on all of them. When the whole installation process is completed the servers have to be assigned the “Archive server” role and “Retrieve server” role respectively using Enterprise Manager application (Enterprise Manager / Tools / Options / Server settings tab) – as will be described later.

Please select the components as described:

When running Archive Manager setup on the computers where Archive Manager Servers should be installed, select Application Server for both of them and also Administrative tools if you plan to use administrative applications on the servers as well. To enable ArchiveWeb, select this feature on one of the Archive Manager Servers. To enable Auditing, select this feature also on one of the Archive Manager Servers. Monitoring service feature can be installed on each Archive Manager Server. Optionally select also PST Import if you plan to use this feature.

HSM and Archive Manager Search are installed on the HSM and Archive Manager Search server by separate setups as described in the 1st part of the installation.

There is no need to run the installation on the Database Server and MS Exchange Server.

NOTE: The only components installed on the Exchange Server are Exchange Server Tools necessary for synchronizing permissions and/or OWA extension (optional). They are installed with the Archive Manager for Exchange_64 bit_Extensions setup which can be downloaded together with the Archive Manager setup (see the “Post Installation tasks” section).

For OWA extension installation see the “Archive Manager for Exchange Installation of Optional Features” manual.

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