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Metalogix Archive Manager for Exchange 8.3 - Advanced Installation Guide

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1.Log in to the server where Archive Manager for Exchange (designated the Archive server is a distributed deployment) was installed (eg. AMXSERVER-A) with the credentials of the superuser (eg. democorp\mamadmin)

2.To open the Outlook Forms Setup wizard do one of the following:

·If the Post installation Tasks wizard is not already open, you can open the the Post installation Tasks wizard from C:\Program Files (x86)\Metalogix\MAM4Exchange\Tools\LaunchTools\LaunchTools.exe and then click Start next to step 2 to start the installer.

·Start the forms installer directly from C:\Program Files (x86)\Metalogix\MAM4Exchange\Tools\Forms\FormsInstaller.exe.

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3.Select Install/repair and then click Next. The folder location window for the form template opens.

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4.The default location is displayed. Click Browse to locate the template folder if you have moved the templates to a different location, otherwise click Next. The form selection window open.

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Select all the forms from the Available forms list and move it to the Selected forms list.

5.Click Next. The Outlook Forms Setup - Enable/disable Outlook forms events window opens.

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Keep the default selections on this page unless you want to change the behavior as described below:

a.On Open - When checked, this option presents a shortcut that can be clicked to download the archived email but disables the ability to use the Previous Item and Next Item functionality in Outlook because archived emails are offline copies and are not aware of previous or next emails. When unchecked, the archived email cannot be downloaded or viewed.

b.On Reply - When checked, the content of the email is included in the reply to the sender of the original email. When unchecked, the shortcut to the archived email is included in the reply message and can be accessed only by members of the Exchange server.

c.On Reply to All - When checked, the content of the email is included in the reply to recipients of the original email. When unchecked, the shortcut to the archived email is included in the reply message and can be accessed only by members of the Exchange server.

d.On Forward - When checked, the content of the email is forwarded to the new recipient(s) of the original email. When unchecked, the shortcut to the archived email is forwarded to the new recipient and can be accessed only by members of the Exchange server.

6.Click Next. The Outlook Forms Setup - Retrieve servers identification window opens.

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Specify the information as described below:

a.Location ID - Each Archive Manager for Exchange server is bound to a single location identified by the Location Id.

b.Primary Retrieve Server - If the deployment topology has just one standalone Archive Manager for Exchange server then enter the NetBIOS name of the standalone server. If the deployment topology has a dedicated Archive Manager for Exchange server with the Retrieve role, then specify the NetBIOS name of the Retrieve server (eg. AMXSERVER-R).

c.Secondary Retrieve Server - For a standalone deployment topology, enter an alternate identifier (eg. IP address) of the same server. For a dedicated Retrieve server specify the NetBIOS name of the Archive server.

Examples:

Topology

Primary Retrieve Server

Secondary Retrieve Server

Standalone Archive server

NetBIOS name of the Archive server (eg. AMXSERVER)

IP address of the Archive server (eg. 10.20.30.40)

Dedicated Archive and Retrieve servers

NetBIOS name of the Retrieve server (eg. AMXSERVER-R)

NetBIOS name of the Archive server (eg. AMXSERVER-A)

Load-balanced Retrieve servers

NetBIOS name of the load balancer

IP Address of the load balancer

7.Click Next. The Retrieval settings window opens.

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The options are as described below:

a.Use SSL (https) in server connection - Select this option only if the Exchange server communication uses SSL.

b.Open message as read-only - When checked, archived emails are opened in read-only mode. When this option is unchecked, users are allowed to modify archived emails but these changes are not updated in the archive. Users with Archive Manager Outlook Addin installed can modify archived emails by creating new email versions in the archive even if the Open message as read-only check box is selected.

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