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Metalogix Archive Manager for Exchange 8.1.1 - MS Outlook Addin Guide

Introduction

With the Metalogix Archive Manager Outlook AddIn (for MS Outlook 2010/2013/2016/2019) installed the user can administer all archived and non-archived e-mails directly and can use full-text search in e-mails and attachments. This manual describes all features of Metalogix Archive Manager Outlook AddIn. No special previous knowledge is needed.

Following installation, the Archive Manager tab appears on the MS Outlook ribbon/menu bar. This tab relates to archived and non-archived e-mail management. (Figures 2.1 and 2.2)

Detailed information about tab commands can be found in the following chapters.

 

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Figure 2.1

 

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Figure 2.2

 

E-mail icons help you distinguish between archived and non-archive e-mails (Figure 2.3).

 

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Figure 2.3

Examples:

USERMA~1_img4

this icon indicates archived e-mails

USERMA~1_img4

this icon along with bold message headers indicates that e-mails are archived and unread

USERMA~1_img6

this icon indicates that e-mails are archived and have been answered (replied)

USERMA~1_img7

this icon indicates that e-mails are archived and have been forwarded

Installation

Steps to install the Archive Manager for Exchange Addin features

1.Close all running applications.

2.Open Task Manager and verify that the process Outlook.exe is not running.

3.After running the [local drive] \ Metalogix \ Archive Manager Installation Package \ Exchange \ Addin \ Archive Manager Outlook Addin setup, necessary prerequisites will be checked. If any prerequisite has to be installed, the setup can download and install it for you. Just click Accept and Install.

 

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NOTE: Depending on your environment choose the respective Metalogix Archive Manager Outlook Addin installer:

·For Outlook 2013/2016/2019 and depending on your system, deploy the Archive Manager Outlook Addin Installer x86.exe or Archive Manager Outlook Addin Installer x64.exe. Prerequisites (installed by the setup):

o.NET Framework 4.0

oMicrosoft Visual Studio 2010 Tools for Office Runtime

·For Outlook 2010 and depending on your system, deploy the Archive Manager Outlook Addin Installer 2010x86.exe or Archive Manager Outlook Addin Installer 2010x64.exe. Prerequisites (installed by the setup):

o.NET Framework 3.5 SP1

oOffice2010PIA

oMicrosoft Visual Studio 2010 Tools for Office Runtime

oWindows Installer 3.1

As the setup continues, you will be asked to specify the Retrieve and Archive Server names (Figure 3.1). Please enter the names of Archive Manager Retrieve and Archive servers. If Archive and Retrieve Servers are installed on the same computer, enter the computer name in the Archive Server text box. If you do not know this computers’ names please contact your system administrator.

 

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Figure 3.1

Upon installing Metalogix Archive Manager Outlook AddIn, open your MS Outlook. Opening Outlook for the first time after installing Archive Manager MS Outlook AddIn, will take longer than usual as the AddIn must be loaded. When you open MS Outlook the next time, the interval will be shorter.

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NOTE: For more information on different Addin setups and installation modes contact your Quest representative and request the “Outlook Client Addin Install Guide”.

Archive Manager Outlook AddIn features

 

The Archive Manager Outlook AddIn menu varies, depending on the selected item (archived or non-archived email).

When a non-archived e-mail is selected, the Archive icon is active and you can see the following list of commands and menu-items listed on the Archive Manager tab. (Figure 4.1)

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Figure 4.1

When an archived e-mail is selected, the Archive item is inactive and the Archive Manager tab will have the following commands and menu-items. (Figure 4.2)

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Figure 4.2

In Outlook 2010 / 2013 / 2016 / 2019, the Metalogix Toolbar can be found under File / Options / Customize Ribbon.

 

In the following chapters you will find additional information about menu items and functions.

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NOTE: All Outlook Addin actions are logged in to a log file. The log path is %Application Data%\Roaming\Metalogix Software\MAM4Exchange\Log.

 

Tips & Tricks:

Brand-new feature of Archive Manager for Exchange allows user to list archived items that are marked for deletion in Outlook folder. These are items for which the retention time has not elapsed yet but when this time expires, they will be deleted from the archive.

If the Undelete feature is implemented, user can perform Undelete operation on such Deleted items, i.e. items that are marked for deletion. After the undelete operation the item(s) will have the same status as regular archived items. Upon expiration of their retention time they will still reside in the archive.

For details on how to configure this feature in 3 simple steps see the „Enabling Undelete Feature“ short guide.

Archiving selected e-mails

 

You may choose to archive several e-mails or documents at once. When archived, emails will be residing in the archive until its retention time elapses. The archived email can be even deleted from Outlook, however, it will be still accessible e.g. via fulltext search.

Selected e-mails and documents are archived by clicking the Archive command on the Archive Manager tab (Figure 4.3).

 

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Figure 4.3

 

In the adjoining drop-down box you can choose which retention category will be used when archiving the selected email. (Retention category defines attributes of archiving, i.e. the time for which the item will be archived, if the shortcut should be created etc. For more information on retention categories see the “Archive Manager for Exchange Administration Guide”.)

 

You may also archive e-mails and documents from a Public Folders folder. For that, however, you need to be assigned certain rights. Those rights can be assigned in Archive Manager for Exchange Enterprise Manager.

 

During the archiving process the Archiving messages box appears. (Figure 4.4)

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Figure 4.4

The archived e-mail can be opened simply by double-clicking. It can take some time while MS Outlook retrieves respective e-mails from the archive (Figure 4.5).

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Figure 4.5

 

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