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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

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




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:


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.


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.

Steps to enable active content in Internet Explorer

1.From the menu bar of Internet Explorer choose Tools > Internet Options.

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

c-short prereq2

3.Select Allow Active Content To Run In Files On My Computer.

4.Click the Security tab in the Internet Option window. Select Local intranet and then click Custom Level.

c-short prereq3

5.The Security Settings dialog opens. Scroll down and locate the File download options. Click Enable.

c-short prereq4

6.Scroll down and locate the Access data sources across domains options. Click Enable. Click OK, then click Yes.

c-short prereq5

8.Scroll down and locate Active scripting as well. Select Enable. Click OK, then click 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 Archive Manager for Files. 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:



b)Open file

c)Retrieve and open


d-opening shortcut1


Let’s explain what each option exactly means:



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.


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 Send weekly logs on drop down specify the day of the week for weekly notifications and in the Send daily/weekly logs at fields set 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 SMTP server and SMTP port that is used by you organization for outgoing emails.


Select the check box Use SSL if your email server is uses SSL.


Enter the Sender e-mail address, SMTP account - username and SMTP account - password in the respective text boxes.

To confirm, click Apply.


Finally click Send test mail 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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