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Metalogix Archive Manager for Exchange 8.3 - ArchiveWeb Manual

Profile settings

 

Adjust your ArchiveWeb layout to your liking and needs. Under Manage settings/Profile define the style, language, layout, file archive servers to be displayed etc. To display the Profile options, click the logged-on user name in the right-upper corner. Select Manage settings from the down-drop menu, then click Profile option on the grey sub-bar. Now you can specify profile:

 

Settings

After clicking the Settings tab in the right-hand navigation you can adjust the style, i.e. the design of ArchiveWeb to your needs and liking:

STYLE

·Under Language select the desired language for the application (The default language depends on the Windows local setting of the Archive Manager server.) NOTE: For this change to take effect, re-login is required.

·Date/Time format - select you preferred date and time format for the whole UI; default value depends on regional settings of your machine and the language selected in the Profile; when profile language is changed, date/time format is changed accordingly

·Maximum preview size [MB] – sets maximum file size that can be opened in a preview-pane. Displaying large item (with size more than 20MB) can cause out-of-memory exception. Default value is 20 MB.

 

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TASKS

·Automatic refresh interval (in seconds) – how often the Task list will be refreshed (reloaded) when the Task list pop-window is open; Setting small number may cause some performance issues; default number is 10 seconds

·Delete completed task - indicates that successfully completed task which does not return a value (especially database tasks such as Add/Remove Tag, Set/Unset legal hold flag, Mark for deletion and Extend retention time) will be automatically removed from the Task list; Default value is false (do not automatically remove completed task).

SEARCH

·Show search field in header

The visibility of top search panel (common search panel) can be managed at:

oAdministrator level

oUser profile level

Administrator level

Administrator can globally hide the top search panel by adding/editing the “ShowTopSearchPanel” key in the ArchiveWeb’s web.config file as follows:

<add key="ShowTopSearchPanel" value="false"/>

Default value for this key is true – which means that the top search panel is visible and user can manage its visibility in its user profile (Manage settings -> Profile).

If the value for this key is set to false – the top search panel will not be visible as well as Show search field in header option in user’s profile will not be available, so user is not able to manage top search panel visibility.

User profile level

When an administrator did not set “ShowTopSearchPanel” key to false in web.config, user can manage the top search panel visibility in user’s profile (Manage settings -> Profile) by setting Show search field in header check-box in the Search section.

 

·Remember last mailbox / server selection - indicates that selected mailboxes/servers from previous search are saved (it means next search operation will use these stored values). If this check box is unchecked, then for Metalogix Archive Manager for Exchange, all mailboxes in which the user has permissions are selected by default in Search>Mailboxes, and for Metalogix Archive Manager for Files, all servers in which the user has permissions are selected by default in Search>Servers. Default value for this setting is Enabled.

·Maximum number of search results – determines how many search results are returned from search (in previous versions of ArchiveWeb this setting was set globally in web.config under MaxSearchResults key)

·Full-text query - manages full-text search behavior; can be set as:

§Exact phrase

§Starts with *, e.g. *test

§Ends with *, e.g. test*

§Enclosed in *, e.g. *test*

Setting in full-text query directs full-text search behavior, how the phrase will be processed by search engine.

Default settings is “Exact phrase”.

·Hit highlight - Available only for Metalogix Archive Manager for Exchange. Select this check box to highlight the search phrase in the search results.

·Hit highlight color - color picker to choose a color.

·Common search behavior – define the default search scope for Common search under the Search tab; common search will be then be performed accordingly only in the logged on user’s mailbox OR in all mailboxes to which the user has access; if needed this option can be changed when performing Common search (see the respective section of this manual)

oSet default search scope - By selecting the respective check boxes, define the default search scope for search from the top navigation ribbon.

·Exchange – allows you to search in archived emails

·Files – allows you to search in archived files

TREEVIEW

·Maximum text length - Treeview's node text will be trimmed to desired number of characters.

GRID

·Paging – set the Endless paging to display all items on one page or Show paging to limit the number of items on one page.

·Journal highlight color - choose a color from the color picker control to highlight the journal items.

·Items per page - If Show paging is selected, set the number of items to be displayed per page This number applies for full grid (if specified for the individual sections Exchange, Files etc.)

 

Individual sections - Exchange, Files, File Management, Audit

·Columns - in this section you can set columns to be displayed in individual list-views. e.g. in Archive list-view for Exchange (EXCHANGE/Archive drop-down) or in Search results list-view for Files (FILES/Search drop-down)

·Show inactive mailboxes – option to show inactive mailboxes in Archive and Search views; NOTE: Mailbox is inactive, if Mailbox is activated check-box is unchecked in the Archive Manager for Exchange / Enterprise Manager / Addressbook Manager

NOTE: Administrator can override this setting by adding "ShowNotActiveMailbox" key in ArchiveWeb's web.config in <appSettings> section, for example by adding <add key="ShowNotActiveMailbox" value="true" /> will force override all users "Show inactive mailboxes" setting, so all users will have permission to show inactive mailboxes.

 

·Use grid view - allows to set grid's behavior; select Full or Simple grid to customize your list-views for individual sections. If:

oSimple is selected - (default grid type) user works only with limited number of items (set via Items per page option in Profile or in the grid itself) (see the List view conventions section). Operations over grid such as Custom filters, sorting, ordering are performed over items currently displayed in the grid. Using Simple grid dramatically improves grid performance especially when working with huge number of items. Simple grid can be used only for Archive views and Auditing, Search result pages use full grid.

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oFull is selected - standard list-view is displayed; the number of items displayed per page can be set only under Profile / Settings / Grid section / Items per page. This grid works with the whole record-set at once, therefore this grid option is not recommended for huge data.

 

Available columns for individual list views

Exchange - Archive

Exchange - Search

Files - Archive

Files - Search

File Management

Audit - Report

Select All

Select All

Select All

Select all

Select All

Select all

From

From

Name

Name

Name

Log level

To

To

Server

Folder

Type

Log date

Subject

Subject

Archived date

Server

Status

Method

Received

Folder

Created date

Archived date

Start time

Computer

Retention

Received

Last modification date

Owner

Run interval

User

Attachment

Version

Owner

File size

End date

Category

Locked

Attachment

File size

Version

Maximum runtime

Tagged

Tagged

Locked

Retention expiry date

Locked

Notification


Commented

Tagged

Retention remaining day

Tagged

Operation



Commented

Retention from

Commented

Enables




Locked






Tagged






Commented




·Navigation frame - (used in Files) - possible options:

oTreeView - classic treeview (as it was in previous versions); TreeView is a classical treeview. This one is recommended for most of customers with no too large folder structure.

oListView (pagination) - new type of navigation with pagination; ListView is a new type of navigation with pagination. This is recommended for customers with large folder structure, from 10,000 folders. The pagination improves navigation performance.

Default setting is TreeView.

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Home Page

Under the Home Page node select which page should be displayed after your logging to ArchiveWeb.

Global settings management

Super-user, when logged into ArchiveWeb, has the ability to manage default profile preferences for all users. This includes:

·Creating a default user’s profile including set home-page, by clicking on Set as default

·Set default profile to all users, by clicking on Set default values for all users

 

NOTE: Super-user is defined in:

Archive Manager for Exchange -> Tools -> Options -> User Roles

or

Archive Manager for Files -> Settings -> User management

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Creating a default profile

After a super-user made changes (set values for options that will be considered as defaults) in Settings and/or Home page tabs by clicking Set as default button at the right-bottom of the page, these settings will be stored in the database.

Set default profile to all users

When default profile exists, the Set default values for all users button is enabled. By clicking this button all user profiles stored in the database will be replaced by the default one.
For user who does not have stored profile, the super-user made default profile will be used by default.
Please note: Personalized shared mailboxes and tags stored in user’s profile will not be replaced.

 

Default user (other than super-user)

Default user has ability to:

·Customize his/her profile by clicking on Apply changes

·Reset his/her profile to default one created by super-user, by clicking on Reset to default

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Customize profile

After a user made changes to settings in his/her profile in Settings and/or Home page tabs by clicking Apply changes these changes are saved in the database.  Since this change the user will use his/her personalized profile.

Reset profile

To reset his/her profile user can click on Reset to default. By doing this his/her profile will be replaced by default profile created by super-user.  Please note: Personalized shared mailboxes and tags stored in user’s profile will not be replaced.

Shared Mailboxes

This management setting is available only when Archive Manager for Exchange is installed and configured for ArchiveWeb.

When shared mailboxes are set for a currently logged user in Archive Manager for Exchange -> Tools -> Mailbox Rights Manager the grid will be populated and a user can select which mailbox(es) he/she likes to be listed in Archive’s mailboxes tree and in searchable mailboxes.

 

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User can manage list of available shared mailboxes, select which ones like to use:

·In Archive’s mailboxes tree

 

·In Search’s mailboxes grid
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Tags

 

In ArchiveWeb, user can sort emails and documents by adding various tags to them. Tags are logged-on user defined categories. They help the logged-on user quickly find and distinguish emails/documents of one category e.g. important emails, documents regarding one particular event etc.

All tags are listed, edited or deleted under Manage settings/Tags tab. At first we describe how to create tags. Then the process of adding tags to emails/documents is illustrated.

 

When you click on the Tags tab for the first time, no tags are created. The list view is empty. To create a tag click the New option in the list header. A new row will be added in the list view. You simply specify desired tag properties in the available text boxes:

·Tag Name – enter descriptive name, e.g. “Personal”, “Marketing” or any other

·Background Color – select the tag color or specify your Custom color

·Apply For – tag can be available globally or can be applied only for specific section of ArchiveWeb – Exchange archive, Files archive, Auditing etc. Should you check the e.g. Files archive option, the tag will be available only for File archive items

When all settings have been configured, click the Update option.

 

NOTE: Not all Tagged items tab functions may be available for the logged-on user. The functions must be allowed for the user. For more information see the Roles and Permissions sections.

 

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The tag will be added to the list of tags. Naturally, all tag attributes can be edited by clicking the Edit option for the given tag. When finished, click Update.

 

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The list view also informs you on the number of items tagged by the given tag.

 

Adding tags to items

After the tag was defined, it can be added to:

·emails (in any mailbox folder or in a public folder)

·document

·auditing item

 

NOTE: Tag can be applied to all three type of items, if it is defined as a global tag (default). Otherwise it can be applied only to selected type of items (see above).

To apply the tag, locate the desired item under Archive/Exchange or Archive/Files or Report/Auditing tab and select it. Then open the More actions link (MENU) from the right upper corner in the preview pane. In the More actions menu click Add tag(s) command.

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In the pop-up window select the tag(s) which you want to add to the item and click OK.

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NOTE: You can also create a new tag if you click the Add new tag option and click Add. The Add New Tag dialog appears where a new tag can be defined.

Once the tag has been added to the items, it will be visible in the emails/documents list view (see the screenshot below) and also in the preview.

A tag can be removed in the preview or via the More actions link (MENU) by clicking the Remove tag command.

 

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