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Metalogix Archive Manager for Files 8.3 - Administration Guide

About the documentation Archive manager for Files
How to manage more Archive Manager servers Restrictions tab Settings tab Scheduler tab Archive tab Post Processing Statistics tab System context menu
Other functionality Addendum

How to configure connection settings

To specify connection settings for a specific Archive Manager server:

1.In the Archive Manager for Files window click on the Home tab. Select the desired file server in the list. Then click on the Configure button.

d-new server

2.In the Connection settings window, change the network protocol by clicking on the button located at the right (select either HTTP or TCP).


3.To change the communication port, simply click on arrows or enter a digit in the Communication port text box.

4.Click OK to confirm.

After adding an Archive Manager server (computer) in the list and upon specifying its connection settings, you may start managing it. To start managing it, click on its corresponding tab located on the upper bar. Sometimes, after clicking on the respective tab you might get a warning message (see the screenshot below). This should not happen normally. This means that the MAM FSA Remote Server Service is not running on the desired file server (the MAM FSA Remote Server Service is responsible for remote connection to the respective file server). Then you need to start this service on the remote server manually.



To make sure that MAM FSA Remote Server Service is started on the remote server, check it:

1.Click Start /Settings /Control Panel /Administration Tools /Services

2.Make sure that the Status column for the MAM FSA Remote Server Service is Started. If it is not started, then right-click that service and in the context menu select Start.


When the connection settings for the desired file server are set and the MAM FSA Remote Server Service is started there, you may click on the desired Archive Manager server’s tab located on the upper bar to “open” that computer, i.e. to start managing it.



You will get the following interface displayed (including all disks on that computer listed in the left pane).





The layout of the interface is split into different sections. In the left you can see six main tabs: Archive, Scheduler, Restrictions, Settings and Statistics. The upper bar serves as a switcher between different file servers. At the bottom there are Archive, Retrieve and Clear selection buttons, and the Versions bar, which can be unfolded by clicking on the arrow on the right.



After clicking on the arrow on the Versions bar, it unfolds as shown below. It displays version information of individual documents.



Manager icons and Undo button

You may find the Refresh icon (ARCHIV~1_img16) and Show deleted items icon (ARCHIV~1_img17) at various places in Archive Manager for Files. This icon is always located in the upper right corner (see the screenshot below).

The Refresh icon is used to update the screen with recently saved information, i.e. whenever the Apply button is clicked. It is useful to click on it whenever you need to “refresh” the status on your screen.

When you click the Show deleted items icon, items of the selected folder which have been deleted from the file system will be displayed in the list view. Such items will have an icon with small red cross attached to it: ARCHIV~1_img18.


NOTE: Different icon with a red sign attached to it (ARCHIV~1_img19) denotes files that are not archivable in general or at the present moment; they are e.g. used by another program.

The Undo button may be found as well at various places throughout Archive Manager for Files. It is always located in the lower part of the window (ARCHIV~1_img20). By clicking on this button you will discard all changes having been made since the Apply button (ARCHIV~1_img21) was last clicked.



What to consider before archiving

1.Archive Manager does not archive files with SYSTEM, ENCRYPTED, TEMPORARY or REPARSE-POINT attributes.

2.Before anything is archived (either manual or automated) please specify first your restrictions related settings. You may do that on the Restrictions tab. IT IS VERY IMPORTANT TO EXCLUDE SOME FOLDERS FROM ARCHIVING (see the section “Restrictions tab”).

3.Other important things to consider before archiving are the general settings. You should specify them at the beginning, before any arching is done. Simply click on the Settings tab and set your criteria (see the section “Settings tab”).

4.Next proceed to Scheduler tab. There you can schedule jobs and filters for automated archiving (see the section “Scheduler tab”).

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