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Metalogix Archive Manager for Exchange 8.1.1 - Quick Start Guide

Advanced Installation

Should you have selected Advanced installation as the installation mode (step 5 in the previous section), the wizard will provide you advanced installation options including more detailed components selection. It is useful especially in more complex environments where you need to balance workload and install some components separately. This section describes the advanced installation options:

1.Initial steps are the same as in Express installation.

2.In the Installation Mode screen you have selected Advanced installation.

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3.Install Wizard gives user the opportunity to choose components for installation. Each component can be installed on a separate machine.

If you plan to install Archive Manager components on separate servers, run the installation wizard first on the servers where you want to install HSM (compulsory) and Archive Manager Search (optional). Only after that run the wizard on the intended Archive Manager server(s).

The components already installed on the current machine are greyed-out. It is possible to compare already installed version and the version available via installation package. Should the package offer newer version, it is recommended to update the given component.

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Components available for installation:

§HSM

Hierarchical Storage Management system. It saves and secures archived documents. It must be installed in the environment. For more detailed information see the “HSM Install and Config Guide” guide.

NOTE: HSM can be used by all Archive Manager products. If you already have an HSM server installed with other Archive Manager products, you may use it for Archive Manager for Exchange/Files as well.

If you do not choose to install HSM, later you will have to specify the HSM server, i.e. the computer where HSM server is already installed.

§Archive Manager for Files

Software solution for archiving data from the file system.

§Archive Manager for Exchange

Software solution for email archiving. It allows you to archive mails into HSM storage system with different retention times and offload your Exchange Server as a result.

§Archive Manager Search (optional)

If you want to install fulltext search on the local machine. Archive Manager search service ensures fast and effective searching through documents of various formats. For more detailed information see the “Archive Manager Search” guide.

§Archive Web (optional)

Archive interface with advanced search and reporting functionality

IMPORTANT: If your previous version of Archive Web is below 7.x, it will be uninstalled. To use Archive Web make sure to select Archive Web component for installation.

 

If desired, change the default installation directory by clicking the Browse button. When finished, click Next.

 

4.Should any of the selected components require database, the wizard asks which database engine will be used.

(This dialog applies only for fresh installation. If any database-based component has already been installed, you have specified your database engine already and this dialog is skipped.)

IMPORTANT: The database server must be available prior installation.

 

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Select your database provider:

·Microsoft SQL Server (MS SQL Server 2008 and higher)

·Oracle (Oracle 11g, 12c or 18c)

Click Next.

NOTE: In this manual we use Microsoft SQL Server.

 

5.The wizard now checks the prerequisites. Depending on the selected components, the following may be required:

Ø.NET Framework 2.0, 3.5 and 4.5

ØMDAC

ØMAPI (i.e. Outlook 2010 or higher)

In case of Exchange 2013/2016/2019, Outlook 2010, Outlook 2013, Outlook 2016 or Outlook 2019 is required

ØMicrosoft Features and Roles

ØVisual C++ Redistributable Packages

ØProduct licenses

ØOracle Client (in case of connecting Oracle DB)

The installation process can proceed only after all requirements are fulfilled. The next step describes the license validation. Should you have the valid license, proceed to step 9.

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6.Before proceeding with installation, you need to apply the license. This may apply also to updating from older versions as the license handling has changed. To apply the license, click Validate your license button. 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:

v Enter 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.

v License 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:

v Insert your license key.

v Select the Offline activation radio button and click Next.

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

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

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

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

vBack 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.

vClick Next, then Finish.

When you have successfully applied the license, click Next in the install wizard to continue the installation.

 

7.In the Superuser settings window you need to specify an account (‘domain\user’) with a mailbox under which Archive Manager will be running. This user is referred to as superuser and has logon permissions to the Archive Manager Administration console. You can create a new account by simply entering the account name as ‘domain\user’ and password for it. The install package will create the account with necessary rights.

Fill in its password and click Next.

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8. If any of the components you selected requires database, the following dialog appears. It varies depending on your components selected for installation. Basically you need to enter database connection details for each component requiring the database.

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You can specify existing database(s) or the wizard will create the required databases for you. Just enter the desired authentication type and your SQL server details. To do so, click the components in the list one by one and specify connection details as follows:

v under the Authentication section select:

oSQL Authentication and enter SQL user & password

oor Integrated Windows Authentication if the super-user specified in the previous dialog has appropriate permissions to manage database objects (create tables, stored procedures etc.) on the chosen SQL server

v Under the Server Instance section enter:

oServer Name – name of the desired SQL server in your environment

oDatabase Name – you can use the default name or enter custom name

oProvider – choose your provider from the drop-down list

oTable Owner - name of the SQL Login that is a Table Owner (or the name of the SQL Schema)

 

When finished, click Next.

NOTE: Prompt may appear asking if you want to use credentials of the currently selected component for other components. Click Yes to apply the credentials of the currently selected component for all other components or click No to leave the credentials as specified or enter them manually.

 

9. Only for HSM (Hierarchical Storage Management) component:

In case the HSM component has been selected for installation or it is already installed on the machine, the HSM settings dialog displays.

The list of HSM settings for installed components summarizes information on installed components. It gives you better overview of your environment. For machines with no HSM installed, the list is empty.

The Local HSM installation section is active only when fresh installing HSM. Here you enter configuration for the HSM storage. The default folder is C:\HSM. As the location of HSM needs to have ample hard disk free space on strong hardware we RECOMMEND CHANGING the location by clicking the Browse button.

 

The Store name and Schema name text boxes display the default names of the store and schema that will be created. You can change the names if you wish. Click Next.

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10. Only for Archive Manager Search component:

In case the Archive Manager Search component has been selected for installation, the following dialog displays.

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Search server - name of the machine where the Search component is installed

There are two fulltext search engines you can install:

·Archive Manager Search Server

If you have chosen this fulltext search engine, in the Archive Manager for Exchange Index folder text box specify the folder where the search mail index will be stored (applicable only when Archive Manager for Files is installed).

In the Archive Manager for Files Index folder text box specify the folder where file index will be stored (applicable only when Archive Manager for Files is installed).

NOTE: Both have to be locations with plenty of free space as the size of the index is about 10% - 20% size of the whole archive.

 

In the same way specify the Search cache folder in the appropriate text box. The default location of these folders is under C:\Program Files (x86)\Metalogix\MAMSearch. To change it, use the Browse buttons.

IMPORTANT: To use the Archive Manager Search, you need to upload and enable the appropriate post-processing plugin. It is done after installation in the Archive Manager for Exchange Manager console under Manager view / PostProcessing. The plugin is called

PostProcessPAMSearchIndex.SearchIndexPlugin.

When finished, click Next.

 

11. Now allow installation package to add Archive Manager components to the Windows Firewall Exception list. Archive Manager components will be then able to communicate through the firewall. Click Next.

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12. The installation summary displays settings you have specified in previous steps. It is useful to print the summary. Click Next to start the installation.

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13. Wizard may ask for permission to install Microsoft Visual C++ 2010 redistributable package (x86), if this is not installed.

14. In case that Archive Manager for Exchange has been selected for the installation, you will be asked to specify which particular features should be installed.

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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.

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) / 2013 (32 bit) / 2010 (32 bit) and .NET Framework 2.0 SP2 installed to be able to publish the forms.

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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

 

15.In case the ArchiveWeb has been selected for installation, the following two dialogs appear.

 

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In case of fresh install:

Check the check box for the Archive Manager installed in your environment – Files or Exchange.

The MultiTenant Web Service URL is filled in automatically. No need to change it.

 

The Files Web Service URL is filled in automatically as follows:

http://<AMFilesServerName>/FilePAMWebService/GetFile.aspx

Just make sure to check the <AMFilesServerName>. It has to be the name/IP address of the machine where Archive Manager for Files is installed.

 

The Exchange Web Service URL is filled in automatically as follows:

http://<AMExchangeServerName>/FilePAMWebService/GetFile.aspx

Just make sure to check the <AMExchangeServerName>. It has to be the name/IP address of the machine where Archive Manager for Exchange is installed.

 

When finished, click Next.

 

 

16. Further check which Archive Manager components are installed in your environment:

·Archive Manager Auditing

If checked, fill in also the Auditing Server Name and Port. These information can be found in the Archive Manager Configuration tool on your auditing server

(<installdir> / Program Files(x86) / Common Files / PAM / PAMConfig / PamConfig.exe) >>> see the Auditing/Database and Connection tabs

 

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·Full Text Search

If checked, fill in also the MAM Search URL text box:

tcp://<FullTextServerName>:<FullTextPort>/PamSearch

Again, these information can be found in the Archive Manager Configuration tool on your fulltext server

(<installdir> / Program Files(x86) / Common Files / PAM / PAMConfig / PamConfig.exe) >>> see the Search/Search Scopes and Connectivity tabs

 

Click Next.

 

 

 

IMPORTANT NOTE: After installation please make sure to allow Web Service Extensions ASP.NET v2.0 and 4.0 on your Archive Manager server. Follow the next steps:

·On Windows Server 2012, Windows Server 2016 or Windows Server 2019

Click Start /Administrative Tools /Internet Information Services (IIS) Manager. Select server node and open the ISAPI and CGI Restrictions feature.

Check if ASP.NET v2.0 and 4.0 ISAPI extensions are installed and allowed.

·On Windows Server 2008 R2 SP1

Click Start /Settings /Control Panel /Administrative Tools /Internet Information Services (IIS) Manager. Select server node and open the ISAPI and CGI Restrictions feature.

Check if ASP.NET v2.0 and 4.0 ISAPI extensions are installed and allowed.

Upgrade

Upgrading Archive Manager implies that a previous version of Archive Manager is installed.

Steps to upgrade Archive Manager

1.Run the Metalogix Archive Manager Installation Package.

2.The wizard detects if the Archive Manager installation requires an upgrade. If it does, the Upgrade option will be selected automatically.

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3.Click Next. The Installation Components page appears with a list of components already installed on the server. You ca select which components to upgrade.

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4.Click Next. The Checking Prerequisites page appears. A check is conducted to find out if a new prerequisite is needed for the upgrade.

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5.Click Next. The Superuser Account page appears. Specify and confirm the password.

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NOTE: The Superuser name cannot be changed.

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6.Click Next. The Summary Installation page appears. This page presents information about component versions that that will be installed after the update (Setup version column), are versions that are currently installed (Installed version column).

Select the check box to confirm that you have acknowledged that the update. The setup updates the Archive Manager database and a database backup is recommended before proceeding with the upgrade. If the check box is not selected, you cannot install the upgrade.

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7.Click Install to start the upgrade. Click Back to return to the previous page or click Cancel to exit the upgrade wizard. If you click Install, the upgrade process starts. The upgrade progress for each component is displayed and the operation is confirmed.

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8.When all the components are upgraded, click Finish to close the wizard.

Post Installation Tasks – AM for Files

It is necessary to create at least one retention category to enable archiving. To do so:

1.Open Archive Manager administration console from C:\Program Files (x86) \ Metalogix\ Archive Manager Files Edition \ FilePamManager.exe

2.Click file server / Settings tab. Then in the Retention categories section click the Create button.

NOTE: If the services are not started and it is not possible to access the file server tab, start the services from C:\Program Files (x86) \ Metalogix\ Archive Manager Files Edition \Tools\Start.

3.Specify your retention settings in Create retention category wizard dialogs. You can set this category as default (last dialog) to allow manual archiving.

NOTE: For detailed description see the “Archive Manager for Files Manager, admin manual”.

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Post Installation Tasks – AM for Exchange

Only Archive Manager for Exchange requires some post-installation steps to be completed. It is necessary to:

import users to Archive Manager for Exchange

publish Archive Manager custom forms

Archive Manager Extension installation on Exchange server

VERY IMPORTANT: In case of Office 365, run the EM with the super-user under which Archive Manager has been installed (i.e. the user under which MAM services run).

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