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Metalogix Archive Manager for Files 8.1.1 - Advanced Installation Guide


This manual describes step-by-step all processes required by the administrator in order to manually install and configure Archive Manager for Files by using the separate setup.

Besides manual installation by using separate setups for Archive Manager for Files and HSM, both can be installed by the Install package which performs all pre-requisite tasks and necessary configuration itself (see the short “Archive Manager Quick Start Guide”).

Archive Manager for Files basically consists of:

A)HSM Server

B)Archive Manager Server

C)ArchiveWeb Server (optional)

HSM Server Server, Archive Manager Server and ArchiveWeb Server can be separate machines or all can be installed on one machine.


Prerequisite knowledge

Working knowledge of Microsoft Windows Server 2008 R2 SP1 / 2012 / 2012 R2 / 2016 / 2019 is required.

What is Archive Manager for Files

Archive Manager for Files - is a software solution for archiving files transparently, while preserving the existing structure of disks, folders and files. It provides full version management with the ability to retrieve any of the versions. Archived files are replaced on a file server with a shortcut, which takes up much less space, yet they are available for end-users who can work with them as usual. Moreover, our full-text search engine searches through the archives by applying various search criteria.

With Archive Manager for Files you increase capacity on fast and expensive storage media by using cheaper slower devices without increasing access time to often used files. The administrator can define which of the files are considered as frequently used (fast access to them is crucial) and infrequently used (fast access to them is not crucial) by specifying a time interval from the time of their last usage. When that interval elapses, the respective file is automatically replaced at archiving with a shortcut to save storage space. The administrator can define more such time spans. Files can be grouped into categories and each category can be assigned a different time span.

The system is fully automated and the administrator needs to specify only attributes of its behavior. It enables centralized search through company data, a solution that is faster and more efficient than searching through different machines/systems.

Archive Manager for Files works with a data storage system, i.e. a Hierarchical Storage Management system (HSM) was developed by Metalogix Software. It allows storing of data (even all company data) on one or more file-servers. It is possible to use a shared store as well. HSM ensures that files with identical content are stored only once regardless of location of where their respective original file (the Single Instance Store Service) is located.

Process of archiving with Archive Manager using HSM store

Archive Manager for Files transfers the desired file to the HSM system which takes care of storing and retrieving files. The HSM system works with a database because the information contained in the shortcut is stored either in an ORACLE, or MS SQL. The HSM system passes down this file to a store specified by the administrator which compresses the file “on the fly”. Only shortcut of a few kilobytes remains at the file’s original location. This shortcut includes information about the new location of the archived file and bears the same name and the same file extension as the original file (in the case of FSA [standard] shortcuts). The only difference a user notices is that the shortcut is displayed with a slightly modified icon and the name of the file is written in blue (in Explorer view).

Users may work with archived files as usual which means: when an archived file is reopened, Archive Manager passes the information from the shortcut onto the HSM system, and the HSM system restores the file from the store. For users it seems as if they are working in a normal environment.

The HSM system developed by Metalogix Software includes the Single Instance Store service (SIS), which enables versioning in cooperation with Archive Manager. Due to versioning the HSM system keeps track of any changes made to a document, e.g.:

·who modified the document;

·when this modification occurred;

·what was modified within the document.

With versioning enabled, the administrator may retrieve older versions. Even files whose shortcuts were deleted from the file server can be retrieved as well.

Supported software environments (file servers)

Archive Manager for Files is supported on:

·Microsoft Windows Server 2008 R2 SP1

·Microsoft Windows Server 2012

·Microsoft Windows Server 2012 R2

·Microsoft Windows Server 2016

·Microsoft Windows Server 2019

·NTFS including mount-point support




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