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Metalogix Archive Manager for Exchange 8.3 - Administration Guide

Introduction About the Administration Center Tools, Options and Settings Manager view
Groups tab Settings tab Public folders tab Jobs tab Retention tab – Retention Categories management Locations tab
Status view Archive view Post Processing Advanced Search Appendix

Post Processing

Post Processing is a service which allows running customer specific tasks over archived emails and their attachments, for a voluntary number of mailboxes. So those clients who are using other software programs and wish to process within those software programs archived emails and their attachments may do so via the Post Processing service.

How to use post processing

To use the Post Processing service, the user must use the Archive Manager Configuration tool.

Upon receiving a plugin, take the following steps:

1.Make sure that the Post Processing service has started.


IMPORTANT: Without the Post Processing service started any plugin – even the active ones – will not run and therefore no post processing will be performed.


2.Add the plugin to the Post Processing for Exchange scope.

3.Select all mailboxes to which post processing is to be applied.

4.Define the initial bookmark date for the plugin if necessary.


NOTE: A bookmark specifies a point in time (date and time), which is the starting point for post processing. This means that all e-mails and their attachments having been archived after this bookmark date will be processed within post processing.

There can be several plugins running in parallel, each with a different bookmark date. However, do not start post processing service on multiple servers for the same database. Starting the post processing service on multiple servers is not recommended, since that can cause conflicts in bookmarking. The same database should not be indexed by more than one post processing service.

The Post Processing service manages (starts and stops) the plugins at regular intervals. Advanced Post Processing settings can be configured after clicking the General Settings tab on the Post processing tab.

Each plugin is loaded by default with the date and time (initial bookmark date). This means that the plugin processes emails and their attachments having been archived after this initial bookmark date. If post processing should begin from some other bookmark date, then make sure to reset the initial bookmark date.

Enhance your ArchiveWeb search by a new search option. Besides Subject and From text boxes in the Exchange Archive search a brand new searching option can be added to the search query – To field. In this way user can search for items sent to specific recipient.

To enable the above mentioned searching by recipients, a post processing plugin must be installed. This plugin indexes mail recipients.

Steps to install the Recipients post processing plugin

1.Open Archive Manager Configuration Tool from <installdir>\ Program Files (x86) \Common Files \ PAM \ PAMConfig \ PamConfig.exe.

2.Switch to the Post Processing tab.

3.Switch to the Post Processing Scopes tab.

4.Right-click on the desired scope and from the context menu select Configure.

5.Click Add.

6.Installed plugins will be loaded in the Add Plugin pop-up window. Select the PostProcessRecipients plugin in the drop-down box and click Add.


7.The plugin is listed in the Plugins list in Configuration tab. By default it is active.


Steps to Configure a Plugin

When a new plugin is added onto the Plugins list, there are no mailboxes specified for it by default. The user must specify the mailboxes as well as the bookmark date (if necessary). If no mailboxes are selected then post processing will not process any archived emails and attachments. To configure a plugin you need to specify all mailboxes the plugin will take action on. Then specify the desired bookmark date.

1.From the Plugins list, select the PostProcessRecipients plugin. Right-click the plugin and click Properties from the context menu .


2.In the Plugin properties window you may choose for which mailboxes you want to apply the plugin. Check:

·Apply for all mailboxes or

·Apply for selected mailboxes and click the Mailboxes button


NOTE: Verify that the Plugin is active is checked so that the plugin is enabled.


3.In the Plugin mailboxes window click Add to add mailboxes.


4.In the Select mailbox enter the name of a mailbox in the text box to search for the mailbox. Double-click the desired mailbox in the list to transfer it to the Selected objects section. In the Selected objects section you can check which users you have selected. Confirm by clicking OK.


5.Click Close.


Steps to specify a bookmark date

1.Right-click the desired plugin and click Set Bookmark from the context menu.

2.In the Enter bookmark window specify the desired time. Click OK.




The bookmark date is displayed in the Plugins list in Configuration tab.

If you reset the bookmark date, the change takes effect immediately, and there is no need to disable and enable the plugin again.

If you remove a plugin by using the Remove button, it will stop completely without remembering where it stopped. If you then load that plugin again, you must configure it again.

Advanced Search

Advanced Search looks for emails in the archive including items which are marked for deletion. Items that are marked for deletion are not visible in the Archive tab but they still reside in the archive until their retention time expires. Archive Manager for Exchange also allows OCR search in attachments that contain scanned content. This feature must be enabled in the Configuration tool > Post Processing > OCR Engine tab. This technology may have some limitations. for example, characters that are  too small may not be correctly recognized.

Steps to search for archived emails

1.Click the Advanced Search icon search-010 on the toolbar. The Advanced archive search window opens.

2.Click the Messages tab.


3.Click Add new clause and enter the search criteria using the fields as described below:

a.Field - click the drop down to select the property of the email to be searched. For example, select Subject as the field to search.

b.Operator - click the drop down and select a search operator.

c.Value - Specify the search text. If the selected Field requires a date value, a date picker icon appears to help you choose a date. This field supports wildcard characters as described in the table below:





A substitute for zero or more characters



A substitute for a single character to match


4.To add more criteria, click Add new clause again. When you add more than one search clause, the logical operator drop down box appears. You can select either the And or the Or operator. The default operator is And.


NOTE: You can group clauses to create nested search criteria by selecting consecutive check boxes and clicking the icon-group icon.

5.To restrict your search to one or more mailboxes, click the button with the three dots in the Search only in the following mailboxes section.

6.From the Select mailbox dialog that opens, select one or more mailboxes and move them to the Selected objects box.


7.Click OK to close the window. The selected mailboxes will appear in the mailbox field.

8.Click the Settings tab.


9.Configure the settings as described below:

a.Items per page - the number of emails that are returned in the search result list.

b.Search in deleted documents - select this check box to search through emails that are marked for deletion.

c.Search only in deleted documents - select this check box to exclusively search through emails that are marked for deletion. All other archived emails will be ignored.

d.Search in versions - select this check box to search through all versions of the archived emails and each match will be returned in the result list.

10.Click Search to search for archived emails based on the selection criteria, the mailboxes specified and the settings that are applied.



NOTE: Items marked for deletion, i.e. deleted items, are displayed with a blue icon in the search results list.

Search results options

You can perform the following operations on the emails that are displayed in the search results list:

·Restore a copy

·Restore to...

·Save search result to file...

·Export data

·Mark for deletion

·Recover a document

Restore a copy

One or more archived emails can be restored to their original location. This is useful when a user has deleted an email that was archived and would like to restore it from the archive again.

Steps to restore emails to their original mailboxes

1.Right-click the selected email(s) and choose Restore a copy from the context menu.


2.The Restore window opens.


·Check Delete all versions of the item to restore the email to the mailbox and delete all other versions.

·Check Restore shortcut only to restore only the shortcut.


NOTE: Either the shortcut or the email is restored to the mailbox even if the original shortcut/email is also in the mailbox, i.e. duplicate items can be created. If no check box is selected, the whole email is restored to the mailbox without marking any version for deletion.

3.Click Accept.


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