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Metalogix Archive Manager for Files 8.1.1 - Administration Guide

About the documentation Enterprise Manager – Common Part
How to manage more Archive Manager servers Restrictions tab Settings tab Scheduler tab Archive tab Post Processing tab Statistics tab System context menu
Other functionality Addendum

Shortcut creation

 

Archive Manager for Files as an archiving tool unloads the file server(s) by archiving files to the HSM store and leaving just shortcuts in the original file location. These shortcuts can be of two types: STANDARD (fsa) and HTML.

Set your preferred settings in the Shortcut creation section of the General tab.

 

NOTE: These settings apply in general. However, Archive and DirectArchive job types can have its own settings regarding shortcut creation defined.

 

In the Type of shortcut to be created switcher you can choose from the following possibilities:

 

·Standard Shortcut (fsa) – archived files are replaced with standard shortcuts

b-shortcut1

   

 

NOTE: If the application is unable to create shortcut (compression error), there are two ways to solve the problem:

 

a)        In Regedit, navigate to the location below:

-HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\FileSystem

In the right pane, right click on NtfsDisableCompression and click on Modify.

Type 0 (number zero) and click on OK. Close Regedit. Restart the computer to apply changes.

 

b)        In Start menu:

 - Administrative Tools – Group Policy Management – Default Domain Policy (right-click to Edit) – Computer Configuration – Policies – Administrative Templates: Policy Definitions (ADMX Files) retrieved from the local machine – System – File System – NTFS – Do not allow compression on all NTFS volumes (right-click to Edit) – choose option: Disabled

 

·HTML Shortcuts – archived files are replaced with the HTML shortcuts which are pointing to the exact file in the archive. The shortcut has the same name as the original file, just the HTML extension is added to its original extension.

b-shortcut2

When the HTML Shortcut option is selected, the Default action taken when HTML shortcut opened switcher is activated. Specify the default action for loading of the archived documents:

 

oNone – user will have the opportunity to decide whether to open or retrieve the file

oOpen file – file will be opened from the archive

oRetrieve and open – file will be retrieved and shortcut deleted

 

NOTE: For more information about file retrieving see “Opening/Downloading the HTML shortcuts”.

 

After you have specified your settings click Apply.

 

 

HTML shortcut usage prerequisites

When using HTML shortcuts, please, make sure that active content (JavaScript) is enabled in your web browser. At the moment Archive Manager for Files supports Internet Explorer 8.0 or higher.

 

To enable active content in Internet Explorer, follow the next steps:

1.On the menu bar of Internet Explorer window choose Tools/ Internet Options.

2.Click the Advanced tab in the Internet Options dialog box and scroll down to the Security section.

c-short prereq2

3.Select Allow Active Content To Run In Files On My Computer. (See the screenshot above.)

4.Switch to the Security tab in the Internet Option dialog box. Select the Web content zone for your HTML shortcuts (Local intranet) and click Custom Level button.

c-short prereq3

5.The Security Settings dialog opens. Scroll down to find the File download switcher. Click Enable.

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6.Still in the Security Settings dialog scroll down to find Access data sources across domains switcher. Click Enable, then OK.

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7.In the pop-up window click YES.

8.Scroll down again to enable Active scripting as well. Select Enable, click OK, then Yes. Now you can close the window.

c-short prereq6

Opening/Downloading the HTML Shortcuts

 

When archiving files, Archive Manager copies them to another location to make a backup or replaces these files with standard or HTML shortcuts to save the storage space on the file server (see “General tab”). While HTML shortcuts require further settings related to the file downloading these will be described in this chapter.

 

Creating HTML shortcuts for the whole Archive Manager server is done on the Settings/General tab of the Enterprise Manager. By selecting the HMTL Shortcut option in the Shortcut creation section the Default action taken when HTML shortcut opened switcher gets activated. Three options are available:

 

a)None

b)Open file

c)Retrieve and open

 

d-opening shortcut1

 

Let’s explain what each option exactly means:

 

a)None

In this case you can decide whether you want to open the file or retrieve it from archive, i.e. shortcut will be deleted. When double-clicking on the HTML shortcut the current Web-browser is being opened. In the Get file window you can see two hyperlinks.

Click the first one if you want to open the file. Then click Open.

d-opening shortcut2

Click the second one if you want to retrieve the file. It will be retrieved to its original location. The next dialog informs you that the file was retrieved successfully. Click the link to open the file (in our example click “C:\Archive folder\Test\Test.txt”).

 

d-opening shortcut3

d-opening shortcut4

NOTE: The original location of the file can be different from the location of the HTML shortcut.

b)Open file

When double-clicking on the HTML-shortcut the current Web-browser is being opened. In the File download window click Open. The Web-browser recognizes the MIME-type of the file and opens it in its native application usually embedded in the Web-browser.

d-opening shortcut5

 

c)Retrieve and open file

 

After double-clicking the HTML shortcut the GetFile window opens. The dialog informs you that the file was retrieved to its original location and then the desired file will be opened. (Or click the link to open the file. In our example click “C:\Archive folder\Test\Test.txt”).

 

d-opening shortcut6

NOTE: The original location of the file can be different from the location of the HTML shortcut.

NOTE: After retrieving the HTML shortcut is deleted.

 

Notification tab

The e-mail notification feature helps you to be always informed about your scheduled jobs and receive emails with up-to-date data regarding job running. For this purpose you need to:

1.configure the notification settings on the Notification tab

2.enable notification for jobs about which you wish to be notified. This is done on the Scheduler / Jobs tab in the Job properties section. (See “How to define a job”.)

 

The notification email contains the basic Job(s) properties and a note if any errors occurred during the job running. The report is sent as an attachment.

NOTE: The e-mail notification cannot be activated for the DirectArchive job.

a-notif

Check Enable e-mail notification check box to allow notification.

 

Use the Send e-mails about job status switcher to choose between Daily, Weekly or Immediate notifications. Should you choose the Immediately option, the notifications will be send just after the job stops running.

In the following text boxes specify the day of the week for weekly notifications and the time for daily/ weekly notifications. The notification email will be send at the specified time.

 

Check Compress daily/weekly logs larger than 100kB, too. Archive Manager for Files will try to pack the huge summaries with ZIP in order to reduce the size of the sent email. To do so, you will need Microsoft Visual J# Version 2.0 Redistributable Package installed on the server. If you experience any problems using this feature, e.g. the mail is not sent, please try installing the above mentioned package or simply uncheck the check box.

 

In the last section enter the SMTP server, port, account - user name and account - password in the respective text boxes.

NOTE: The SMTP server can be your Exchange Server.
To confirm, click Apply.

 

Finally click on the Send test mail button to test the connection and the data you have entered. The addressee defined should receive a test mail in a few seconds depending on the SMTP server.

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