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Metalogix Archive Manager for Exchange 8.3 - Advanced Installation Guide

Steps to install Microsoft Outlook

The Metalogix Archive Manager Server communicates with on-premise and online Microsoft Exchange servers via MAPI. To provide your Archive Manager server with a MAPI subsystem, install Outlook with full Unicode compatibility. See System Requirements for version compatibility with your Microsoft Exchange servers.

Steps to download the install media

1.Login to the server with the credentials of the superuser (eg. democorp\mamadmin)

2.From your browser, navigate to the https://www.quest.com/products/metalogix-archive-manager-for-exchange page

or

navigate to the http://www.quest.com/trials page. Locate the product Metalogix Archive Manager for Exchange.

3.Click the Download Free Trial button.

4.Fill the Download Your Free Trial registration form and click Download Trial. The file download page appears.

5.Download the install media zip file.

6.The the trial license key is specified in the email that is sent to you.

7.Ensure that the files are available locally on the computer on which you are planning to install the Metalogix Archive Manager for Exchange features.

Install the Application Features

For HSM and Search server (AMXHSM)

The installations steps described in this topic includes the the installation of the Archive Manager Post-processing feature.

Install HSM and Archive Manager Search

For Archive server (AMXSERVER-A)

The installations steps described in this topic includes the the installation of all sub-features.

Install the Archive server

For Retrieve server (AMXSERVER-R)

Install the Retrieve server

 

Install HSM and Archive Manager Search

In this topic:

·Worksheet for this installation

·Steps to install HSM and Archive Manager Search

·Steps to verify the installation


Worksheet for this installation

The following information will be required through the installation process. Sample values are provided here as a guidance.

Item

Description

Example

HSM server

The server where the HSM and Archive Manager Search will be installed.

AMXHSM

Installer account

Windows account that is used to install the application. This is usually the enterprise administrator.

username: democorp\domadmin

password: **************

Superuser account

Windows account that is used to install the application and run the Archive Manager for Exchange services.

username: democorp\mamadmin

password: **************

Media Folder

Full path of the folder where the media files are extracted

C:\Metalogix

Installation folder

Full path of the folder where the application files will be installed

C:\Program Files (x86)\Metalogix

HSM Store folder

Full path of the folder that will contain the archived files.

C:\HSM

The local hard drive folder is used as the default media store. Use of other media storage systems are described in the Media Store Administration Guide.

Store name

Name of the media store on a hard drive. With the Advanced Installation option of the installer wizard, only a local hard drive can be setup as a media store.

FilesStore

Schema name

Name of a schema in a hard drive media store.

FilesSchema

Database Authentication method

Type of database authentication: Integrated Windows Authentication or SQL Authentication

Integrated Windows Authentication

UserLogin

Username if SQL Authentication is selected

dbadmin

Password

Database password if SQL Authentication is selected

**************

Database server

The database server instance name where the databases for Archive Manager for Files will be installed.

AMXDB


Steps to install HSM and Archive Manager Search

1.Log in to the server with the credentials of the enterprise administrator (eg. democorp\domadmin).

2.Run the Metalogix Archive Manager Installation Package to extract the files to a local folder.

3.If the installer does not start immediately, run the MAMInstaller.exe from your install media folder. The Welcome window opens.

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4.From the navigation panel on the left, click PLANNING. The Planning window opens.

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Review the requirements and release notes. If necessary, visit the Quest website for more information.

5.From the navigation panel on the left, click INSTALLATION. The Server Installation window opens.

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Read the Software Transaction Agreement. If you wish to proceed, select the I accept the terms of the license agreement check box.

6.Click Next. The Installation Mode window opens. Select the Advanced installation option.

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7.Click Next. The Installation Components window opens.

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Select HSM and Archive Manager Search.

8.Click Next. The Database Engine selection window opens.

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Select either Microsoft SQL Server or Oracle.

9.Click Next. The Checking Prerequisites window opens with database-specific prerequisites.

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If one or more prerequisites are missing, the Next button is disabled. Click Install to install each prerequisite.

10.Click Next. The Superuser Account window opens.

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Specify the Superuser name and Password. Enter the password again in the Retype password field.

If the superuser does not exist, the wizard will request permission to create the superuser account in the Active Directory and grant the necessary permissions on this server to work with the installed features. If the superuser exists, the dialog shown below does not appear. If the permissions dialog appears, click Yes.

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11.Click Next. The Database Server Connection window opens.

12.From the Component column, select HSM.

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info

NOTE: If you selected Oracle as your database engine, then the the Database Server Connection window for Oracle opens.

Enter the database parameter values described below:

For Microsoft SQL Server

a.Authentication - database authentication method.

b.UserLogin - Username if SQL Authentication or Oracle client is selected. Otherwise this field is disabled.

c.Password - Database password if SQL Authentication or Oracle client is selected. Otherwise this field is disabled.

d.TableOwner - Username of the installer account without the domain prefix. For example dbo.

e.ServerName - The name of the server where you are installing the HSM and Archive Manager Search.

f.DatabaseName - The name of the database that will contain the HSM metadata. The default name is MAMHSM.

g.Provider - The SQL Server database communication library. The choices for the provider are:

For SQL Server

·MSOLEDBSQL - Microsoft OLE DB Driver for SQL Server recommended by Microsoft. This is the default provider.

·SQLOLEDB - Microsoft OLE DB Driver for SQL Server for backward compatibility.

·SQLNCLI - SQL Server Native Client OLE DB provider for backward compatibility.

·SQLNCLI10 - SQL Server Native Client OLE DB provider for backward compatibility.

·SQLNCLI11 - SQL Server Native Client OLE DB provider for backward compatibility.

For Oracle

a.Oracle net name - net service name that describes the network address of the database server in your tnsnames.ora file.

b.Schema - name of the Oracle schema from your tnsnames.ora file.

c.User name - database login user name.

d.Password -  password of the database user.

e.Provider - The Oracle database communication library (eg. OraOLEDB Oracle).

13.From the Component column, select Archive Manager Search and verify the database parameter values.

14.From the Component column, select Archive Manager Post-Processing and verify the database parameter values.

info

NOTE: When you specify the HSM database parameter values, they are carried over to the database specification for each feature in the list. While the features will be installed on the same server, the database to host the metadata for each feature can be on a different server and the database specifications section for each feature can be customized accordingly.

15.Click Next. The Hierarchical Storage Manager Settings window opens.

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16.Specify the parameter values as described below:

a.Store name - Name of the media store. The default value is FilesStore.

b.Schema name - name of a schema in the media store. The default value is FilesSchema.

17.Click Next. The Please select the type of installation window opens.

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Specify the parameter values as described below:

a.Search server - name of the server where the Archive Manager Search feature is installed. For example AMXHSM.

18.Click Next. The Firewall Settings window opens.

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Select the Allow installation package to change the firewall settings check box. Metalogix Archive Manager for Exchange features will be then able to communicate through the firewall.

19.Click Next. The Summary Installation window opens. The installation summary displays settings you have specified in previous steps.

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20.Click Install to start the installation.

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21.The installer proceeds to install all the features. If a feature installation fails or completes with a warning, expand the row to view and address the problem.

22.Click Finish to complete the installation step.


Steps to verify the installation

1.Open Start > Metalogix > Archive Manager Configuration. The Configuration wizard opens.

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2.From the navigation panel, click HSM. The Configure HSM widow opens and the Database tab is displayed by default.

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Verify that the values are as expected.

3.Click the Stores tab to display information about the media store.

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Verify that the values in the Stores and Schemas sections are as expected.

4.From the navigation panel, click Search. The Configure Search window opens.

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Verify that the values are as expected.

5.From the navigation panel, click Post-Processing. The Configure Search window opens.

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Verify that the values are as expected.

6.Close the Configuration wizard. If the Incomplete configuration dialog opens, click Yes to dismiss the window and close the wizard.

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7.Open Start > Windows Administrative Tools > Computer Management. The Computer Management console opens.

8.From the Console Tree, expand Local Users and Groups.

9.Click the Groups node to display the list of groups.

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10.Right-click Administrators and select Properties from the context menu. The Administrators Properties window opens.

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Verify that the superuser account is listed in the Members panel. For example, DEMOCORP\mamadmin

11.Click OK to close the properties window, and then close the Computer Management console.

 

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