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Metalogix Archive Manager for Exchange 8.1.1 - ArchiveWeb Manual

Search Templates

 

When you unfold the Search / Templates node, you may see a list of search templates that have been saved so far (search results can be saved from History tab as described in the “History” section).

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Click on the arrow next to the template to unfold the template node. Under this node you will see the link to respective search results - with the date and time when they were saved.

NOTE: Search results may contain a huge number of items and loading can take considerable time. The process can be quicker when No is selected in Display Options pop-up dialog. Second-level information (as comments, tags, legal hold etc.) will not be loaded to display.

Clicking the search results link will display the search results in the main pane. Here you can benefit from the filtering functionality as in all ArchiveWeb lists – grouping, filtering by status (tagged, locked etc.) and creating custom filters.

 

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The More actions button (ARCHIV~1_img28) on the bottom right under the list view offers additional actions for the selected item:

·Download / Export to ZIP – selected search results can be exported to ZIP file also password protected

·Add/Remove tags – tags management

·Lock/Unlock document – lock status management

·Extend retention time – use this option to INCREASE the time for which the item cannot be deleted from the archive. Setting shorter retention than the actual retention is not supported. After the specified period (in months) the item can be deleted manually or by a Deleted job if such is scheduled in respective Enterprise Manager.

 

Templates handling

When you click on any template name under the Templates node, ArchiveWeb redirects you to the given search criteria page. It can be either Exchange, Files or Common search depending on the template. All search criteria are configured by the template. You can:

Øclick the Search button to execute the same search with the search settings specified in this template,

Ømodify the search criteria, i.e. the template (and execute a new search),

Øshare the template with other users – note the Sharing tab for Exchange and Files templates

On the screenshot below you can see how the template is displayed once you click its name under the Templates node. The main pane presents the usual Exchange/Files/Common search window. The only difference is the bottom part of the windows. There you see the template metadata (name, user, date of creation etc.) and action buttons:

oClean – removes any configured search criteria

oSearch – runs search query

oUpdate – saves/updates the template if any changes have been made

oDelete – deletes the template completely from the Templates node

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NOTE:  Whenever search template is used for searching (even when the search criteria are changed) and you save the search results, they will be saved under the given original template.

Report

 

With Report functionality at hand, users have overview of their email and/or file archives. Clear concise information in terms of how many items were archived, when, what is their size – original or shortcutted etc. Files features also information on retrieved items.

Report section consists of two tabs - Statistics tab with information on archived emails/items and Audit tab with logs of user actions.

Please note that full access to this functionality must be granted to the user under Permissions (see the Roles & Permissions section).

Statistics

 

This tab was designed to give the administrator fast, reliable and comprehensive information about archived emails/files. The number of emails/files, their size as well as space saved on the disc at archiving – all these essential data can be sorted by folder, user or time period. Exporting the statistics is also possible.

 

Statistics are available for:

oExchange Archive

oFiles Archive

 

NOTE: Not all Statistics functions may be available for the logged-on user. The user must be granted the necessary permissions. For more information see the Roles and Permissions sections.

 

Exchange Archive statistics

To generate the Archive Manager for Exchange statistics click on the Report from the main menu bar. Then form the grey sub-bar click Statistics and unfold the Exchange Archive node. Then select whether you want to display statistics for:

·Archived messages (count of messages) or

·Archived size (size of original message; shortcut size etc.)

NOTE: Date range selection is also possible (to improve performance). The statistics can be generated also in Archive Manager for Exchange Enterprise Manager.

 

Files Archive statistics

To generate the Archive Manager for Files statistics click on the Report from the main menu bar. Then form the gray sub-bar click Statistics and unfold the Files Archive node. Then select whether you want to display statistics for:

·Archived (details on archived files) or

·Retrieved (detailed on retrieved files)

·Archived versions (details on files with versions in the archive)

·Retention (details on files whose retention ends at the listed date) - a new column “Retention remaining days” and pagination have been added

NOTE: The statistics can be generated also in Archive Manager for Files Enterprise Manager.

 

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Statistics table functions are similar to ArchiveWeb table functions:

ØChange 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)

ØGroup 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.

ØCreate filters as described in “Filter Builder” section

 

To export the data, click the Export (ARCHIV~1_img83) symbol on the bottom right below the table. The Export menu unfolds and you can choose to export the statistics to Excel, CSV, PDF or RTF.

 

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Audit tab

 

This tab is accessible if:

·Auditing is configured (see the “Auditing” manual) and

·logged-on user has Auditing permissions enabled

 

Auditing feature allows administrator (or other users defined in web config) to log defined user actions in the email archive, i.e. the administrator has an overview of archived / restored / retrieved emails and executed fulltext searches. Even all actions made in Enterprise Manager console (both for Archive Manager for Exchange and for Files) are logged.

 

To view the logs, from the main pane click Report, then Audit from the grey sub-bar. Then unfold the Email Archive node to access the Archive Manager for Exchange logs or Archive Manager for Files node to access the Archive Manager for Files logs. Then you can browse through different types of logs – archive actions (Archive node), retrieve actions (Retrieve node) etc.

 

NOTE: Not all Audit tab functions may be available for the logged-on user. The functions must be allowed for the user. For more information see the Roles and Permissions sections.

 

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The log entries of the selected action are displayed in the main pane. Data of the log entry selected in the main pane are displayed below the list view (see the screenshot above).

 

 

Audit Search

Special settings are available for Email Archive/ Search logs. Every search action is locked in the auditing log. By default user sees only its own search result logs displayed. To make all users’ search logs available for the user, s/he must have “Access all mailboxes” permission allowed for Auditing (under <LoggedOnUser>/ Manage Settings/ Roles).

To check your auditing search:

1.Perform search

2.Preview and export the search result by permission

3.Disable the “Delete” functionality for user (under <Logged on user> / Manage settings / Roles)

 

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List view conventions

List view functions are the same as in other ArchiveWeb lists:

ØChange 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)

ØGroup 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.

ØCreate filters as described in “Filter Builder” section.

 

Any audit entry can be downloaded or tags can be added or removed from it. All tasks are available through the More actions menu. Click the More actions menu button located on the bottom right just below the list view. Then you can e.g:

oadd/remove tags to/from selected items (for more information on tags see the “Tagged items tab” section)

oexport results to ZIP (only for Email Archive/Search entries); this option will export search result items with summary Excel file and allow to download the created ZIP to user local machine.

NOTE: This function is only available if the user has “Export results to ZIP” role allowed for Audit (under <LoggedOnUser>/ Manage Settings/ Roles).

odownload selected items (to XLS file)

 

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NOTE: Should more items be checked, the More actions menu appears automatically under the list view (see the screenshot below).

 

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For more information on Auditing (how to install, configure it etc.) see the “Auditing” manual.

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