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Archive Manager 5.9.6 - Installation and Configuration Guide for Exchange

Deployment considerations for Exchange System requirements Hardware recommendations Pre-installation preparations Installing and configuring Archive Manager Upgrading/Uninstalling Archive Manager Post-installation tasks Appendix A: Attachment store types

Granting permissions to Lync Admin group

Microsoft Exchange security needs to be configured in order to run the Archive Manager Exchange Store Manager Service and to export email from the current Exchange store into Archive Manager.

To grant permissions in Skype for Business Server 2019, 2015, 2013 or 2010, add the Service Account to the following groups (default account name is ArchiveMgr_Service):

•
CSAdministrator
•
RTCHSUniversalServices
•
RTCComponentUniversalServices
•
RTCUniversalServerAdmins
•
RTCUniversalConfigReplicator

Configuring the Exchange server for journaling

Journaling is not required for store management. If you intend to install Archive Manager with journaling, to capture messages to meet a legal standard of compliance, you can enable envelope journaling with Archive Manager. In that case, you must first turn on envelope journaling and then enable journaling for each mailbox store you want to journal.

Configuring Exchange 2019, 2016 or 2013

To configure Exchange 2019, 2016 or 2013:
1
Open the Exchange Management Shell.
2
Add your Archive Manager Service user account (ArchiveMgr_Service) to the "View-Only Organization Management" security role.
Sample syntax:
>Add-RoleGroupMember "View-Only Organization Management" -Member <youruseraccount>
To create a Journal Mailbox in Exchange 2019, 2016 or 2013:
1
Create a new mailbox for Archive Manager on the Exchange Server. For example, name the mailbox ArchiveMgr_Journal.
2
Create a user mailbox object in the Microsoft Exchange Admin Center recipients page.
To implement Journaling Rules for Exchange 2019, 2016 or 2013:
1
Open the Exchange Admin Center to begin setting up journaling rules.
2
In the compliance management page, select the Journal Rules tab.
3
In the Actions pane, select New.
4
In the Send Journal reports to email address box, enter the name of the mailbox you created for journaling on the Exchange Server for Archive Manager. This refers to the ArchiveMgr_Journal mailbox created in the Create a Journal Mailbox section.
5
In the Rule name box, enter a name for the journal rule you are about to create.
6
In *If the message is sent to or received from, select [Apply to all messages]
7
In *Journal the following messages …, select All Messages.
8
Click Save.
9
In the warning “Do you want this rule to apply to all future messages? “, click Yes.
To configure the Hub Transport for Exchange 2019, 2016 or 2013:

To allow the Archive Manager Website to send email using SMTP through Exchange 2019, 2016 or 2013, you must configure the Hub Transport Receive Connector to accept anonymous connections.

Use the Exchange Admin Center Console (ECP) to perform this procedure:
1
In the Mail Flow Configuration page, select the Receive Connectors tab.
2
Double-click the default connector for the Exchange server, for which the role must be HubTransport.
3
Click the Security tab, and locate the Permission Groups area.
4
Check the Anonymous users check box.
5
Click Save.

Configuring Exchange 2010

To configure Exchange 2010:
1
Open the Exchange Management Shell.
2
Add your Archive Manager Service user account (ArchiveMgr_Service) to the "View-Only Organization Management" security role.

Sample syntax:

>Add-RoleGroupMember "View-Only Organization Management" -Member <youruseraccount>
To create a Journal Mailbox in Exchange 2010:
1
Create a new mailbox for Archive Manager on the Exchange Server. For example, name the mailbox ArchiveMgr_Journal.
2
Create a recipient object in the Microsoft Exchange Management Console. The recipient should be an Exchange 2010 mailbox set up specifically for journaling.
To implement Journaling Rules for Exchange 2010:
1
Open the Exchange Management Console to begin setting up journaling rules.
2
Under the Organization Configuration node, select Hub Transport.
3
In the Hub Transport page, select the Journal Rules tab.
4
In the Actions pane, select New Journal Rule.
5
In the Rule name box, enter a name for the journal rule you are about to create.
6
In the Send Journal reports to email address box, enter the name of the mailbox you created for journaling on the Exchange Server for Archive Manager.
This refers to the ArchiveMgr Journal mailbox created in the Create a Journal Mailbox section.
7
In the Scope field, select Global – all messages.
8
Leave the Journal messages for recipient check box unchecked.
9
Check the Enable Rule check box to activate this journaling rule for the Exchange Server.
10
Click New to save your changes.
11
Click Finish to exit the New Journal Rule wizard.
To configure the Hub Transport for Exchange 2010:

To allow the Archive Manager Website to send email using SMTP through Exchange 2010, you must configure the Hub Transport Receive Connector to accept anonymous connections.

Use the Exchange Management Console (EMC) to perform this procedure:
1
Select the Server Configuration | Hub Transport node.
2
Double-click the default connector for the Exchange server that you will use as your SMTP server for the Archive Manager Website.
3
Click on the Permission Groups tab.
4
Check the Anonymous users check box.
5
Click Apply.
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