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Metalogix Archive Manager for Exchange 8.1.1 - ArchiveWeb Manual

List view conventions

 

With advanced list view functionality provided with every ArchiveWeb list view you can easily search even in huge lists of items and adjust the list to your specific needs. List view functions are the same as for all ArchiveWeb lists. In the main pane you can switch between these types of items by clicking on the respective filter:

·archived - all folder archived items except items marked for deletion

·shortcutted - archive items with shortcut in mailbox/file system

·lost - archived items with no reference in mailbox/file system

·tagged - archived items with tag(s)

·locked - locked archived items

·for deletion - archived items that are marked for deletion, i.e. they will be deleted when their retention period expires (and delete job runs)

Preview (if available) of any item you click on appears below the list view. To open More actions menu for the item click the More actions icon (ARCHIV~1_img8) on the right bottom below the list.

Pop-up preview feature is also available for Exchange, Files, Auditing and Search results items. When a user double-clicks anywhere in the item's line, the item opens in pop/up window }full screen mode with all functionalities as in normal view, such as multi/action menu [...} and comments area.

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Check boxes are designed for multiselect. If MORE THAN ONE item is selected, More actions menu appears automatically below the list.

 

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Batch selection/unselection of items is done by clicking the Select all rows (Select all items in folder)/Clear selection action links just above the list. When Select all rows/Select all items in folder action links are selected, operations are performed over all items in the given folder. (See more under "Simple Grid" section.)

It is also possible to change the column order by simple drag-and-drop action. Individual columns can be shown or hidden - these settings are managed in user profile after clicking <UserName> / Manage Settings / Profile in Columns section.

Further, lists can be:

Øsorted

Change the column sorting order by selecting the given column header and clicking its down/up arrow on the right (in case the arrow is not visible adjust the width of the column by dragging the line)

Øgrouped

Group table data by any column. To do so, drag the column header to the bar right above the table. Generated groups can be expanded by clicking the arrows next to them. As usual, the sorting order can be changed by clicking the little arrow in the dragged column header

NOTE: In case of SIMPLE grid (see the Profile settings section) Grouping apply just for items on the current page.

Øfiltered

Create filters as described in detail in “Filter Builder” section below.

 

Simple Grid

Simple Grid is specific type of grid available for Archive\Exchange, Archive\Files and Report\Auditing list view. It allows customization of the list view and offers some specific features for handling the list items as described further. Simple Grid option can be set under <Logged-on User> / Manage settings / Profile / Settings. When you select Use grid view / Simple option for the list view (e.g. for Exchange/Archive list view), the given list view will have page navigation controls and will allow user to set number of items to be displayed per page (Items per page) as shown in the screenshot below.

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Asynchronous folder operations over folder are available for Simple Grid. Click the Select all items in folder link to perform operation over all items in a specified folder.

NOTE: The link does not appear on filter tabs such as “shortcutted”, “lost”, “tagged”, “locked” and “for deletion”.

 

 

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When a user clicks on the Select all items in folder link, the Total rows selected label will show the same number as Result count label shows. No item will be selected (see picture below).

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Additionally, the preview pane displays folder operations menu (according to user permissions) except “Restore” functions. (“Restore” operations are not allowed as folder operations.)

 

 

 

Exchange

Files

Audit

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By selecting any operation from “FOLDER OPERATIONS” action menu, a confirmation dialog appears:

 

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Only when a user confirms this dialog the desired operation will be added to the Task list queue. The Task list is regularly checked for new tasks. When task arrives and no other is running, the given task will be executed. Otherwise the task will wait in a queue.

NOTE: Only one task can be executed at a time.

 

 

Filter Builder

 

It may be sometimes difficult to quickly find the desired item among hundreds of other items in the archive. ArchiveWeb can facilitate this task for users via clever filtering functionality.

Filters can be created for any ArchiveWeb list via Filter Builder. Filter Builder link is present on the bottom left below any list view.

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In the pop-up Filter Builder dialog configure your desired filter. First click the red “And”. The red color expressions denote the filter type you are defining. Available filter types:

-AND

-OR

-NOT AND

-NOT OR

 

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When the filter type is selected, click the plus sign (ARCHIV~1_img13) to define the filter condition itself. The default condition appears but it has to be modified to constitute an actual filter. To define the desired filter condition, click the color-coded condition constituents one by one. For each constituent you will see a drop-down containing possible values – see the example below.

 

Creating filter - example

Default:

FROM

Begins with

<enter a value>

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click to select from available conditions, e.g. RECEIVED

 

click to select the second part of your condition, e.g. is less than

 

click to enter the desired value for your condition, e.g. 05/11/2015

To cancel filtering, uncheck the filter checkbox next to the displayed filter on the bottom left under the list view.

 

Manage Settings

 

As default, only the super-user specified in Archive Manager for Exchange or Archive Manager for Files (see note below) can access ArchiveWeb and all its functions.  If another user/group should be able to manage roles, super-user can allow access for them in the following ways:

·in ArchiveWeb under logged on user / Manage settings / Permissions

·in Archive Manager for Exchange Enterprise Manager on the Tools / Options / User Roles the given user has to be added with Modify roles option checked

·in the Archive Manager for Files Enterprise Manager on the Settings / User management tab the given user must have the User management permission allowed

 

Please note: Super-user is specified in:

·Archive Manager for Exchange (Enterprise Manager / Tools / Options / User Roles)

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or

·Archive Manager for Files (Enterprise Manager / Settings / User management)

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Roles and Permissions pages allow permission management on user/group level. Individual users can inherit permission or can be granted direct permissions. The priority of permissions follows this order:

1.Direct permission defined for a user (blue highlight under Permissions) on a server

2.Global direct permission defined for a user (blue highlight under Permissions)

3.Inherited permission (yellow highlight under Permissions) on a server

4.Global inherited permission (yellow highlight under Permissions)

5.Default settings (no highlight under Permissions)

All defined permissions apply only for the given instance of ArchiveWeb.

 

On these pages you can allow or deny access to ArchiveWeb features and menu options for individual users or groups, i.e. allow or deny roles. Under Roles, users are assigned to roles. Under Permissions, roles are assigned to users.

Roles

 

To display the Roles page, click the logged-on user name in the right-upper corner. Select Manage settings from the drop-down menu, then click Roles on the grey sub-bar. In the left pane select the server for which the roles should apply. Now you can assign users/groups to ArchiveWeb roles in the main pane.

List of roles is split into sections – Exchange Archive features are listed under Exchange roles, search features under Search roles etc. Select a role in the list view. All users/groups with access to ArchiveWeb allowed in the Enterprise Manager are displayed under the list view. In case the desired user is not visible, click the Find users and groups icon (ARCHIV~1_img14) to add it to the list. Current status of user/groups in respect to the given role is marked by a check mark.

If you click the Delete icon (ARCHIV~1_img15) the user disappears from the list and will be assigned only the default roles.

NOTE: Should the user/group be able to manage roles, the Management / Define roles has to be allowed for the given user/group.

NOTE: Users deleted in Active Directory but still existing in Archive Manager are displayed as strikethough.

 

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To assign users/groups to roles:

1.In the left pane the Global option is selected by default; i.e. the configured settings apply to all Archive Servers (File Archive or Exchange Archive) in the environment. Should you wish to apply settings only for a specific server, click it in the left pane; e.g. if you want to allow Legal Hold only for one File Archive Server and not for others.

2.Select the desired role in the list of roles.

3.If the desired user/group does not appear among associated users under the list view, you can add it. Click the plus sign (ARCHIV~1_img17) on the bottom. The Find users or groups pop-up dialog appears. In the Domain drop-down box select the domain in which you want to search. Then search for the user/group.

4.Check the users/groups you want to manage and click OK.

5.The selected users/groups are displayed in the main pane. Manage their roles by checking Allow / Deny.

 

NOTE: The Clear a permission button sets all role settings back to default (see the List of default ArchiveWeb permissions section).

IMPORTANT NOTE:

If UseGlobalPermissionsForAllServers key is set to TRUE or this key does not exist in web.config, the Roles page lists only Global setting. In this case roles for users are set globally, i.e. role set will be applicable to all servers.

Otherwise, if the UseGlobalPermissionsForAllServers is set to FALSE, all available servers will be listed and roles can be set on any server/location. Using this option can slower login process because all accessible servers/locations needs to be searched for roles.

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