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Metalogix Archive Manager for Files 8.1.1 - ArchiveWeb Manual

Permissions

 

To display the Permissions page, click the logged-on user name in the right-upper corner. Select Manage settings from the drop-down menu, then click Permissions on the grey sub-bar. Now you can assign ArchiveWeb permissions to users/groups in the main pane.

 

Super-user has ability to control access list, i.e. who is allowed to log into ArchiveWeb. Super-user has to set user and/or group who has permission to log in ArchiveWeb. The affected permission is “Logon in ArchiveWeb” and can be set in Manage settings in Roles and/or Permissions sites:

Default permission is ALLOWED – user is allowed to log in ArchiveWeb.

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Users/groups which already have some roles assigned manually are listed on the right. Click the user/group to display and manage its roles in the right pane. List of roles in the right pane is split into sections - Exchange Archive features are listed under Exchange roles, search features under Search roles etc.

NOTE: Should the user/group be able to manage roles, the Management / Define roles has to be allowed for the given user/group.

NOTE: Users deleted in Active Directory but still existing in Archive Manager are displayed as strikethough.

 

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To assign roles to users/groups:

1.Select the desired user on the right. If the user is not listed, click the Add user or group symbol (ARCHIV~1_img19) in the left pane.

2.In the Find users or groups pop-up dialog choose whether you’d like to search in Office 365 users or in Active Directory users.

To search in Office 365 users – check Office 365 user checkbox. User can be searched by user-name, logon-name or display-name. Asterisk (*) wildcard can be used.
Note: Office 365 users need to be previously imported via Archive Manager for Exchange.

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To search in Active Directory users – leave “Office 365 user” checkbox unchecked. Enter domain name and user/group name. Asterisk (*) wildcard can be used.

When fields are filled by clicking the Search button search in desired category is invoked.Select the desired users/groups in the search results and click OK.

3.The selected user/group appears in the left pane. Select the user/group to manage its ArchiveWeb permissions in the right pane.

4.List of roles on the right is split into sections. Exchange Archive features are listed under Exchange roles, search features under Search roles etc. Further, each role can be allowed/denied on global level or on individual archive server level. Permissions which are set manually are highlighted in blue. Inherited permissions are highlighted in yellow. (More information on permission hierarchy find at the beginning of this chapter.)

NOTE: Should the user/group be able to manage roles, the Management / Define roles has to be allowed for the given user/group.

To remove users/groups:

1.Click the Remove users or groups symbol (clip0055) in the left pane.

2.In the Remove users or groups pop-up dialog select users or groups you’d like to remove.

3.Click OK.

 

Allow all (ARCHIV~1_img17) and Deny all (ARCHIV~1_img21) roles buttons on the bottom of the page can allow/deny all global roles for a user. To add user/group to the list, click the Find users or groups icon (ARCHIV~1_img14). Click the Reset to default (ARCHIV~1_img23) symbol to reset all user permissions to default. For the list of default permissions see Addendum / List of default ArchiveWeb permissions.

 

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.

·Reading pane layout – select if the preview pane of the item selected in the list view should appear under the list view or on the right

 

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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). 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 phase”.

 

·Hit highlighting color - specifies the color used for search results’ highlighting, color can be selected via color picker control

·Common search behavior – define the default search scope for Common search under the Search tab; common search will be then executed 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 executing Common search (see the respective section of this manual)

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

·If Show paging is selected, set the number of items to be displayed per page (Items 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

Ex.-archive Ex.-search        Files-archive                Files-search        File Management        Auditing
Select All Select All        Select All                Select All        Select All                Select All
From        From                Name                        Name                Name                        Log level
Subject Subject                Server                        Folder                Type                        Log date
Received Folder                Archived on                Server                Status                        Method
Retention Received        Created on                Archived on        Start time                Computer
Attachment Ranking        Modified on                Owner                Run interval                User
Locked        Attachment        Owner                        File size        End date                Category
Tagged        Locked                File size                Ranking        Maximum runtime        Tagged
Commented        Tagged                Retention expires on        Locked                Notification
               Commented        Retention remaining dayTagged        Operation
                               Retention from                Commented        Enabled
                               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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