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Metalogix Archive Manager for Files 8.3 - ArchiveWeb Manual

Filter Builder

 

It may be sometimes difficult to quickly find the desired item among hundreds of other items in the archive. ArchiveWeb can facilitate this task for users via clever filtering functionality.

Filters can be created for any ArchiveWeb list via Filter Builder. Filter Builder link is present on the bottom left below any list view.

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In the pop-up Filter Builder dialog configure your desired filter. First click the red “And”. The red color expressions denote the filter type you are defining. Available filter types:

-AND

-OR

-NOT AND

-NOT OR

 

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When the filter type is selected, click the plus sign (ARCHIV~1_img13) to define the filter condition itself. The default condition appears but it has to be modified to constitute an actual filter. To define the desired filter condition, click the color-coded condition constituents one by one. For each constituent you will see a drop-down containing possible values – see the example below.

 

Creating filter - example

Default:

FROM

Begins with

<enter a value>

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click to select from available conditions, e.g. RECEIVED

 

click to select the second part of your condition, e.g. is less than

 

click to enter the desired value for your condition, e.g. 05/11/2015

To cancel filtering, uncheck the filter checkbox next to the displayed filter on the bottom left under the list view.

 

Manage Settings

 

As default, only the super-user specified in Archive Manager for Exchange or Archive Manager for Files (see note below) can access ArchiveWeb and all its functions.  If another user/group should be able to manage roles, super-user can allow access for them in the following ways:

·in ArchiveWeb under logged on user / Manage settings / Permissions

·in Archive Manager for Exchange Enterprise Manager on the Tools / Options / User Roles the given user has to be added with Modify roles option checked

·in the Archive Manager for Files Enterprise Manager on the Settings / User management tab the given user must have the User management permission allowed

 

Please note: Super-user is specified in:

·Archive Manager for Exchange (Enterprise Manager / Tools / Options / User Roles)

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or

·Archive Manager for Files (Enterprise Manager / Settings / User management)

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Roles and Permissions pages allow permission management on user/group level. Individual users can inherit permission or can be granted direct permissions. The priority of permissions follows this order:

1.Direct permission defined for a user (blue highlight under Permissions) on a server

2.Global direct permission defined for a user (blue highlight under Permissions)

3.Inherited permission (yellow highlight under Permissions) on a server

4.Global inherited permission (yellow highlight under Permissions)

5.Default settings (no highlight under Permissions)

All defined permissions apply only for the given instance of ArchiveWeb.

 

On these pages you can allow or deny access to ArchiveWeb features and menu options for individual users or groups, i.e. allow or deny roles. Under Roles, users are assigned to roles. Under Permissions, roles are assigned to users.

Roles

To display the Roles page, click the logged-on user name in the right-upper corner. Select Manage settings from the drop-down menu, then click Roles on the grey sub-bar. In the left pane select the server for which the roles should apply. Now you can assign users/groups to ArchiveWeb roles in the main pane.

List of roles is split into sections – Exchange Archive features are listed under Exchange roles, search features under Search roles etc. Select a role in the list view. All users/groups with access to ArchiveWeb allowed in the Enterprise Manager are displayed under the list view. In case the desired user is not visible, click the Find users and groups icon (ARCHIV~1_img14) to add it to the list. Current status of user/groups in respect to the given role is marked by a check mark.

If you click the Delete icon (ARCHIV~1_img15) the user disappears from the list and will be assigned only the default roles.

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

 

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To assign users/groups to roles:

1.In the left pane the Global option is selected by default; i.e. the configured settings apply to all Archive Servers (File Archive or Exchange Archive) in the environment. Should you wish to apply settings only for a specific server, click it in the left pane; e.g. if you want to allow Legal Hold only for one File Archive Server and not for others.

2.Select the desired role in the list of roles.

3.If the desired user/group does not appear among associated users under the list view, you can add it. Click the plus sign (ARCHIV~1_img17) on the bottom. The Find users or groups pop-up dialog appears. In the Domain drop-down box select the domain in which you want to search. Then search for the user/group.

4.Check the users/groups you want to manage and click OK.

5.The selected users/groups are displayed in the main pane. Manage their roles by checking Allow / Deny.

 

IMPORTANT NOTE:

If UseGlobalPermissionsForAllServers key is set to TRUE or this key does not exist in web.config, the Roles page lists only Global setting. In this case roles for users are set globally, i.e. role set will be applicable to all servers.

Otherwise, if the UseGlobalPermissionsForAllServers is set to FALSE, all available servers will be listed and roles can be set on any server/location. Using this option can slower login process because all accessible servers/locations needs to be searched for roles.

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: 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.)

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.

 

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