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Metalogix Archive Manager for Files 8.3 - Advanced Installation Guide

Introduction

Metalogix 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 Metalogix Archive Manager for Files you can increase the capacity of fast and expensive storage media by using cheaper slower devices without increasing access time to frequently used files. The administrator can define which 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 file is automatically replaced with a shortcut during archiving. Administrators can define more such time spans and group files included in categories, assigning each category a different time span.

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

The primary components of Metalogix Archive Manager for Files are as follows:

Archive Manager for Files - archival solution for files.

Hierarchical Storage Manager (HSM) - file storage manager that manages one or more dedicated or shared file-servers across the organization. HSM ensures that files with identical content are stored only once regardless of where their respective original file is located.

ArchiveWeb  - online archive interface with advanced search and reporting functionality.

File storage and retrieval process

Archive Manager for Files transfers files to HSM which takes care of storing and retrieving the files. HSM works with a database because the information contained in the shortcut is stored either in an ORACLE, or MS SQL. The HSM system transfers this file to a specified store which compresses the file on the fly. A shortcut, which is only a few kilobytes in size, remains at the original file location. The 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 that a user notices is that the shortcut is bears a modified icon and the name of the file is written in blue (in Explorer view).

Users work with archived files as usual. When an archived file is reopened, Archive Manager for Files passes the information from the shortcut to HSM which restores the file from the store. Users experience a seamless transition as if they are working in a normal environment.

HSM uses the Single-instance storage (SIS) service that takes multiple copies of the content and replaces them with a single shared copy. It enables version control, eliminates data duplication, and increases storage and retrieval efficiency. With version control enabled, HSM keeps track of who modified the document, when did the modification occur and what was modified. The administrator can retrieve older versions including files whose shortcuts were deleted from the file server.

System Requirements

The requirements described below  are applicable for installing the Archive Manager for Files server

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NOTE: System requirements for optional components of the Metalogix Archive Manager for Files are described in the corresponding document for each optional component.

Hardware

Component

Minimum specification

Recommended specification

Number of Processor Cores

4

8

Main Memory

4 GB

12 GB

Hard Disk

10 GB

10 GB

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NOTE: The application, log files and cache folders require 10 GB of HDD space. If the Archive Manager for Files server includes the database, and is used as a local storage for archived messages, then the the Hard Disk size must be revised to add more space for the database and the file store.

Operating System

·Windows Server 2012

·Windows Server 2012 R2

·Windows Server 2016

·Windows Server 2019

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NOTE: Latest updates and service packs for servers are recommended.

Windows Server Roles

·Web Server (IIS)

oWeb Server / Common HTTP Features / HTTP Redirection

oWeb Server / Performance / Dynamic Content Compression

oWeb Server / Security / Basic Authentication

oWeb Server / Security / Windows Authentication

oWeb Server / Application Development

§.NET Extensibility 3.5

§.NET Extensibility 4.5

§ASP.NET 3.5

§ASP.NET 4.5

oManagement Tools / IIS 6 Management Console

oManagement Tools / IIS 6 Management Compatibility / IIS 6 Metabase Compatibility

oManagement Tools / Management Service

Windows Features

·Remote Server Administration Tools

oRole Administration Tools / AD DS and AD LDS Tool / Active Directory module for Windows PowerShell

·.NET Framework 4.5 Features

For Windows Server 2012 and 2012 R2

·.NET Framework 4.5 Features / .NET Framework 4.5

·.NET Framework 4.5 Features / ASP.NET 4.5

·.NET Framework 4.5 Features / WCF Services (all checkboxes under this item)

For Windows Server 2016

·.NET Framework 4.6 Features / .NET Framework 4.6

·.NET Framework 4.6 Features / ASP.NET 4.6

·.NET Framework 4.6 Features / WCF Services (all checkboxes under this item)

For Windows Server 2019

·.NET Framework 4.7 Features / .NET Framework 4.7

·.NET Framework 4.7 Features / ASP.NET 4.7

·.NET Framework 4.7 Features / WCF Services (all checkboxes under this item)

Redistributable packages

·Microsoft Visual C++ 2008 SP1 Redistributable Package (x64)

·Microsoft Visual C++ 2010 Redistributable Package (x64)

·Microsoft Visual C++ 2010 Redistributable Package (x86)

·Microsoft Visual C++ 2013 Redistributable Package (x64)

·Microsoft Visual C++ 2017 Redistributable Package (x64)

·Microsoft Visual C++ 2017 Redistributable Package (x86)

Database Servers and Drivers

·Microsoft SQL Server 2012 to Microsoft SQL Server 2019

oMicrosoft OLE DB Driver 18 for SQL Server, or newer

·Oracle 12c to Oracle 19c

oOracle client (x86 or x64)

Web Browsers

Web browsers are required for ArchiveWeb and is included here because this optional component is installed automatically if Express installation is considered.

·Microsoft Internet Explorer 10 or higher

·Microsoft Edge

·Mozilla Firefox 16 or higher

·Chrome 33 or higher

·Opera 12 or higher

File Systems (Sources)

·Windows Server 2012

·Windows Server 2012 R2

·Windows Server 2016

·Windows Server 2019

·NTFS including mount-point support

·ReFS

·NetApp Filer (Cluster Mode only)

·EMC VNX

Clients and protocols

·Windows Clients

·Macintosh clients when CIFS/SMB protocol is used

·AFP protocol (e.g. ExtremeZ-IP software)

Additional Information

·Installations on Domain Controllers are not supported.

·For remote archiving on Windows shares, NetApp (Cluster Mode) or VNX, we recommend installing the software on a dedicated server.

·The software installs web applications into the Default Web Site. This could cause conflict with other applications like Microsoft CRM or Microsoft SharePoint. To change the installation website, manual changes are required after the installation. Please contact Technical support in such cases.

·Metalogix Archive Manager for Files is fully supported in a virtualized environment.

·It is possible to install Archive Manager for Files on servers without IIS. However, this disables the creation of HTML shortcuts and VNX archiving and prevents the use of MS Search as the full-text search engine.

For HSM Server

If the HSM component is installed on a dedicated server, the following additional information should be considered:

·.NET Framework 3.5 – if not available, setup will continue but the following store types will not be functional in connection with the HSM system: Amazon S3, Windows Azure, Caringo CAStor, EMC Atmos, FileNet IS, Hitachi HCAP, Nirvanix, Rackspace, Simple Foldering Store, XAM

·.Net Framework 4.5 – if not available, Google Drive store will not be functional.

·Microsoft Web Service Enhancements (WSE) 3.0 - if not available, the iTernity store cannot be created.

 

Deployment Plan

If Archive Manager for Files is to be installed on a cluster, it has to be installed on all nodes of the cluster regardless Active/Active or Active/Passive cluster environment. All installations have to be configured to use the same archive (store) and the same database. (See the following picture.)

NOTE: When updating Archive Manager for Files installed on a cluster, it has to be updated on all cluster nodes.
configuration

Installation steps:

1.Create a common Archive Manager database.

2.Create a common archive (store) to be used (in our case it is HSM).

3.Install Archive Manager for Files on all cluster nodes.

4.Configure all installations to use the same archive and database (see the next section of the manual).

About User Accounts

Before you begin installing Metalogix Archive Manager for Files, you must identify or setup three types of user accounts to ensure a successful installation and usage experience of the Metalogix Archive Manager for Files.

Administrator - Domain user account that has administrator access to the various servers and is used to install the application features.

Database user account - For Oracle database authentication or SQL Server authentication on Microsoft SQL Server. Does not have to be a domain user account but this user account needs elevated privileges to setup and access the databases . You don't have to setup this account if you plan to use Windows authentication with a Microsoft SQL Server.

Considerations for the database user

Metalogix Archive Manager for Files supports either the Microsoft SQL Server or the Oracle database. The database user considerations for each database is also dependent on the authentication mode as described below.

For SQL Server

Windows Authentication

The domain user that is selected must be added to the database with the sysadmin role. This user will be automatically assigned the dbo user account by SQL Server. You can then use dbo as the username for database connection credentials which is preferred.

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NOTE: For Windows authentication, we recommend the superuser account be added to the database with the sysadmin role. Descriptions in this guide use dbo as a sample login and assumes it is the superuser account.

When a user connects through a Windows user account, SQL Server validates the account name and password using the Windows principal token in the operating system. This means that the user identity is confirmed by Windows. SQL Server does not ask for the password, and does not perform the identity validation. Windows Authentication is more secure than SQL Server Authentication.

SQL Server Authentication

You must create a database user in SQL Server to access the database with the sysadmin role.

When using SQL Server Authentication, logins are created in SQL Server that are not based on Windows user accounts. Both the user name and the password are created by using SQL Server and stored in SQL Server. When using SQL Server Authentication, you must set strong passwords for all SQL Server accounts.

For Oracle

Metalogix Archive Manager for Files does not support Windows Authentication for Oracle database servers. You can use the credentials of any existing user with the sysdba role or create a database user with the sysdba role.

 

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