Archive Manager 4.6. Administration Guide

4.6

Archive Manager

Administration

Guide

Archive Manager Administration Guide Updated - February 2010 (Doc ID 026) Software Version - 4.6

© _{2012 Quest Software, Inc.}

ALL RIGHTS RESERVED.

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The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST'S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product

descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document.

A

BOUT

T

HIS

G

UIDE

This Administration Guide has been prepared to provide operating instructions and application notes for the administrator features of Quest Archive Manager. It is intended for network administrators, consultants, analysts, and any other IT professionals who will use the product.

C

ONTENTS

C

HAPTER

1

A

DMINISTRATION

M

ENU

. . . 9

A

BOUT THE

A

DMINISTRATION

M

ENU

. . . .10

G

ENERAL

. . . .10

E

MAIL

A

RCHIVING

. . . .11

C

HAPTER

2

A

UTHENTICATION

M

ODES

. . . .13

A

BOUT

A

UTHENTICATION

M

ODES

. . . .14

C

HANGING THE

A

UTHENTICATION

M

ODE IN

I

NTERNET

I

NFORMATION

S

ERVICES

(IIS) 7.5

AND

7.0 . . . .14

C

HANGING THE

A

UTHENTICATION

M

ODE FOR

I

NTERNET

I

NFORMATION

S

ERVICES

(IIS) 6.0 . . . .15

C

HAPTER

3

D

ATA

L

OADERS

. . . .17

A

BOUT

D

ATA

L

OADERS

. . . .18

D

ATA

L

OADERS AND

O

UTLOOK

M

ESSAGE

C

LASSES

. . . .20

M

ESSAGE

P

ROCESSING

. . . .21

A

DD

, E

DIT OR

D

ELETE A

D

ATA

L

OADER

. . . .21

A

DD A

D

ATA

L

OADER

. . . .21

E

DIT A

D

ATA

L

OADER

. . . .21

D

ELETE A

D

ATA

L

OADER

. . . .22

C

HAPTER

4

D

OWNLOAD

T

OOLS

. . . .23

A

BOUT

D

OWNLOAD

T

OOLS

. . . .24

S

EARCH

E

XPORTER

. . . .24

P

REREQUISITES

. . . .25

I

NSTALLING AND

R

UNNING THE

S

EARCH

E

XPORTER

. . . .25

A

DDITIONAL

C

ONFIGURATION

O

PTIONS

. . . .26

O

PEN

E

XPORTED

S

EARCH

R

ESULTS

. . . .28

PST I

MPORT

W

IZARD

. . . .29

P

LANNING FOR

D

EPLOYMENT

. . . .29

P

REREQUISITES

. . . .29

R

UNNING THE

PST I

MPORT

W

IZARD

. . . .30

O

FFLINE

C

LIENT

. . . .34

P

REREQUISITES

. . . .34

D

OWNLOADING THE

O

FFLINE

C

LIENT

. . . .34

C

ONFIGURING

O

FFLINE

A

CCESS

. . . .34

A

DDING

A

DMINISTRATIVE

T

EMPLATES

. . . .34

E

NABLING

O

FFLINE

A

CCESS TO THE

A

RCHIVE

. . . .37

A

DDING THE

A

RCHIVE

M

ANAGER

S

ITE TO THE

I

NTRANET

Z

ONE

. . . .37

D

EPLOYING THE

A

RCHIVE

M

ANAGER

O

FFLINE

C

LIENT

. . . .38

D

EPLOY

U

SING

G

ROUP

P

OLICY

. . . .38

D

EPLOY AT

N

EXT

U

SER

L

OGON

. . . .39

O

THER

A

DMINISTRATIVE

T

ASKS

. . . .39

E

NABLING

A

UTOMATIC

S

WITCHING TO

C

ACHED

M

ODE

. . . .40

S

ETTING

A

UTOMATIC

S

YNCHRONIZATION

F

REQUENCY

. . . .41

S

ETTING

A

GE

L

IMIT FOR THE

C

ACHED

M

ESSAGES

. . . .41

S

ETTING THE

URL

FOR THE

A

RCHIVE

M

ANAGER

W

EB

S

ERVICE

. . . .42

A

RCHIVE

S

ITE IN THE

I

NTERNET

, T

RUSTED

S

ITES

,

OR

R

ESTRICTED

S

ITES

Z

ONE

. . . .42

R

ETENTION

P

OLICY

E

DITOR

. . . .43

I

NSTALLING THE

R

ETENTION

P

OLICY

E

DITOR

. . . .43

A

RCHIVE

R

ETRIEVE FOR

B

LACK

B

ERRY

. . . .44

P

REREQUISITES

. . . .44

I

NSTALLING THE

A

RCHIVE

R

ETRIEVE

T

OOL

. . . .45

U

SING THE

A

RCHIVE

R

ETRIEVE

C

ONFIGURATION

E

DITOR

. . . .47

P

ERFORMANCE

C

OUNTER

. . . .48

R

EMOTE

ESM . . . .49

P

REREQUISITES

/I

NSTALLING THE

R

EMOTE

ESM . . . .49

R

UNNING THE

R

EMOTE

ESM . . . .49

R

EMOTE

ESM E

DITOR

S

CREEN

- C

ONFIG

T

AB

. . . .50

R

EMOTE

ESM E

DITOR

S

CREEN

- S

ERVICE

T

AB

. . . .50

S

ELECT

D

ATABASE

S

CREEN

. . . .51

A

LERT

S

ERVICE

E

DITOR

. . . .52

P

REREQUISITES

/I

NSTALLING THE

A

RCHIVE

M

ANAGER

A

LERT

S

ERVICE

E

DITOR

. . . .52

R

UNNING THE

A

RCHIVE

M

ANAGER

A

LERT

S

ERVICE

E

DITOR

. . .52

T

HE

A

RCHIVE

M

ANAGER

A

LERT

S

ERVICE

E

DITOR

S

CREEN

. . . .52

S

AMPLE

A

LERT

M

ESSAGE

. . . .55

U

RL

R

EDIRECT

. . . .56

P

REREQUISITES

. . . .56

I

NSTALLATION

. . . .56

E

DITING THE

R

EDIRECT

C

ONFIG

.

XML

F

ILE

. . . .57

D

EPLOYING THE

U

RL

R

EDIRECT

L

INK

. . . .57

L

OGGING IN TO THE

U

RL

R

EDIRECT

W

EBSITE

. . . .58

C

HANGING THE

A

RCHIVE

M

ANAGER

S

ERVER

. . . .58

C

HAPTER

5

F

EDERATED

S

EARCH

I

NSTANCES

. . . .59

A

BOUT

F

EDERATED

S

EARCH

I

NSTANCES

. . . .60

R

EQUIREMENTS

. . . .60

A

DDING OR

E

DITING

F

EDERATED

S

EARCH

I

NSTANCES

. . . .60

P

ERFORMING

S

EARCHES ON

F

EDERATED

S

EARCH

I

NSTANCES

. .60

I

NTERPRETING

S

EARCH

R

ESULTS

. . . .61

A

DDING

F

EDERATED

S

EARCH

I

NSTANCES

. . . .61

E

DITING

F

EDERATED

S

EARCH

I

NSTANCES

. . . .62

T

ROUBLESHOOTING

. . . .63

C

HAPTER

6

G

ROUPS

. . . .65

A

BOUT

G

ROUPS

. . . .66

A

DD

, E

DIT OR

D

ELETE A

G

ROUP

. . . .66

A

DD A

G

ROUP

. . . .66

E

DIT A

G

ROUP

. . . .67

D

ELETE A

G

ROUP

. . . .68

C

HAPTER

7

I

NDEX

M

ANAGEMENT

. . . .69

O

VERVIEW

. . . .70

I

NDEX

T

OPOLOGY

. . . .71

C

ONFIGURING THE

F

ULL

T

EXT

I

NDEX

. . . .73

I

NDEX

D

ASHBOARD

. . . .73

I

NDEX

O

VERVIEW

T

AB

. . . .74

M

ESSAGE

I

NDEX

T

AB

. . . .75

A

TTACHMENT

I

NDEX

T

AB

. . . .76

W

ORK

-I

N

-P

ROGRESS

I

NDEX

T

AB

. . . .77

D

ELETED

I

NDEX

T

AB

. . . .77

E

RRORS AND

W

ARNINGS

. . . .77

P

ARTITION

S

ET

, S

HARD

,

AND

D

ETAILS

P

AGE

. . . .78

T

HE

P

ARTITION

O

PERATIONS

T

ABLE

. . . .80

W

ORK

-

IN

-P

ROGRESS AND

D

ELETED

P

ARTITIONS

. . . .81

R

OLLOVER

P

OLICIES

P

AGE

. . . .81

T

HE

I

NDEX

O

PERATION

L

OG

. . . .83

C

HAPTER

8

L

OGINS

. . . .85

A

BOUT

L

OGINS

. . . .86

U

SING AN

E

XCHANGE

L

OGIN

. . . .87

U

SING A

G

ROUP

W

ISE

L

OGIN

. . . .87

A

DD

, E

DIT OR

D

ELETE A

L

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. . . .88

A

DD A

L

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. . . .88

E

DIT A

L

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. . . .89

D

ELETE A

L

OGIN

. . . .92

C

HAPTER

9

S

ECURITY

R

OLES

. . . .95

A

BOUT

S

ECURITY

R

OLES

. . . .96

A

DD

, E

DIT OR

D

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S

ECURITY

R

OLE

. . . .97

A

DD A

S

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R

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. . . .97

E

DIT A

S

ECURITY

R

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. . . .97

D

ELETE A

S

ECURITY

R

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. . . .98

S

ECURITY

A

CTIONS

. . . .98

C

HAPTER

10

M

ESSAGE

T

AGS

. . . .103

A

BOUT

M

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T

AGS

. . . .104

A

DD

, E

DIT OR

D

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T

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. . . .104

A

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. . . .104

E

DIT A

M

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T

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. . . .105

D

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M

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T

AG

. . . .105

C

HAPTER

11

E

XCLUSION

R

ULES

. . . .107

A

BOUT

E

XCLUSION

R

ULES

. . . .108

A

DD

, E

DIT OR

D

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E

XCLUSION

R

ULE

. . . .109

A

DD AN

E

XCLUSION

R

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. . . .109

E

DIT AN

E

XCLUSION

R

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. . . .109

D

ELETE AN

E

XCLUSION

R

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. . . .109

C

HAPTER

12

M

AIL

S

ERVERS

. . . .111

A

BOUT

M

AIL

S

ERVERS

. . . .112

M

AILBOX

A

SSIGNMENT

. . . .115

A

BOUT

M

AILBOX

A

SSIGNMENT

. . . .116

S

ELECT

U

SERS

. . . .116

S

ELECT

M

AILBOXES

. . . .117

C

HAPTER

14

M

AIL

B

OXES

. . . .119

A

BOUT

M

AIL

B

OXES

. . . .120

A

DD

, E

DIT OR

D

ELETE A

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AIL

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OX

. . . .121

A

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AIL

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. . . .121

E

DIT A

M

AIL

B

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. . . .121

D

ELETE A

M

AIL

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. . . .126

C

HAPTER

15

M

ESSAGE

P

OLICIES

. . . .127

A

BOUT

M

ESSAGE

P

OLICIES

. . . .128

M

ESSAGE

P

OLICIES AND

D

ELETED

I

TEMS

. . . .129

A

DD

, E

DIT

,

OR

D

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M

ESSAGE

P

OLICY

. . . .130

A

DD A

M

ESSAGE

P

OLICY

. . . .132

E

DIT A

M

ESSAGE

P

OLICY

. . . .133

D

ELETE A

M

ESSAGE

P

OLICY

. . . .133

S

ETTING

U

P

A

RCHIVING

W

ITHOUT

J

OURNALING

. . . .134

C

HAPTER

16

M

ESSAGE

P

OLICY

A

SSIGNMENTS

. . . .137

A

BOUT

M

ESSAGE

P

OLICY

A

SSIGNMENTS

. . . .138

T

O

V

IEW THE

U

SERS

A

SSOCIATED

W

ITH A

M

ESSAGE

P

OLICY

139

A

SSOCIATE

U

SERS

W

ITH A

M

ESSAGE

P

OLICY

. . . .140

M

AIL

B

OX

S

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. . . .140

G

ROUP

S

EARCH

. . . .141

M

ESSAGE

P

OLICY

S

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. . . .141

D

ISASSOCIATE

U

SERS FROM A

M

ESSAGE

P

OLICY

. . . .141

C

HAPTER

17

S

YSTEM

M

AINTENANCE

. . . .143

A

BOUT

S

YSTEM

M

AINTENANCE

. . . .144

C

LEANING

U

P

"S

CRATCH

" T

ABLES

. . . .144

C

LEANING UP THE

A

FTER

M

AIL

_T

EMP

D

ATABASE

. . . .144

C

HAPTER

18

E

XCHANGE

U

TILITY

. . . .147

I

NSTALLING AND

R

UNNING THE

E

XCHANGE

U

TILITY

. . . .148

C

ONFIGURATION

S

ETTINGS

. . . .148

U

SING

F

ILTERS

. . . .149

C

REATING AN

A

RCHIVE

M

ANAGER

F

OLDER IN

O

UTLOOK

. . . .150

U

PDATING THE

A

RCHIVE

M

ANAGER

URL . . . .151

U

PDATING

S

TRIPPED

M

ESSAGE

C

HECKSUMS

. . . .151

R

ECONSTRUCTING

S

TRIPPED

M

ESSAGES

. . . .152

A

PPENDIX

A:

M

OVING THE

D

ATABASE OR

A

TTACHMENT

S

TORE

. . . .155

M

OVING THE

D

ATABASE

. . . .155

M

OVING THE

A

TTACHMENT

S

TORE

. . . .155

A

PPENDIX

B:

T

HIRD

-P

ARTY

C

OMPONENTS

. . . .157

A

PPENDIX

C: U

SING THE

C

ONFIGURATION

E

DITOR

. . . .159

E

NCRYPTED

I

TEMS

. . . .159

G

ENERAL

I

TEMS

. . . .160

U

SEFUL

C

ONFIGURATION

S

ETTINGS

. . . .160

A

CTIVE

D

IRECTORY

C

ONNECTOR

. . . .160

A

RCHIVE

M

ANAGER

D

ATABASE

. . . .160

D

ATA

L

OADER

. . . .161

E

XCHANGE

S

TORE

M

ANAGER

(ESM) . . . .161

F

ULL

T

EXT

I

NDEX

S

ERVICE

. . . .162

G

ENERAL

. . . .165

G

ROUP

W

ISE

S

TORE

M

ANAGER

(GSM) . . . .165

W

EBSITE

. . . .165

A

BOUT

Q

UEST

S

OFTWARE

. . . .167

C

ONTACTING

Q

UEST

S

OFTWARE

. . . .167

C

ONTACTING

Q

UEST

S

UPPORT

. . . .167

P

RODUCT

I

NFORMATION AND

D

OCUMENTATION

. . . .168

V

ISITING

O

UR

A

RCHIVE

M

ANAGER

O

NLINE

C

OMMUNITY

. . . .168

Administration Menu

• About the Administration Menu

About the Administration Menu

The Administration menu provides access to the following system management functions:

General

ICON FUNCTION DESCRIPTION

Authentication

Mode Select the mode used for authenticating Archive Manager users. Data Loaders Configure how messages are loaded into Archive

Manager and the locations of those messages Documentation View all current Archive Manager documentation

available for download.

Download Tools Display all the current Archive Manager tools available for download

Federated Search

Instances Create and update remote Archive Manager servers so they can be searched simultaneously Groups Create, update, and delete groups and

memberships

Logins Create, update, and delete user accounts

Message Tags Create, update, delete and define message or file tags and metadata to assign to email messages or file for easier retrieval of email or file data. Security Roles Create, update, and delete security settings for

user groups

Email Archiving

ICON FUNCTION DESCRIPTION

Exclusion Rules Create, update, and delete rules for managing messages

Mail Servers Connect to and configure mail servers Mailbox

Assignment Manage mailboxes and apply mailboxes to selected login. MailBoxes Create, update, and delete mailboxes

Message Policies Create, update, and delete policies for managing the mail server and the quantity and types of messages contained there

Policy

Authentication Modes

• About Authentication Modes

• Changing the Authentication Mode in

Internet Information Services (IIS) 7.5 and

7.0

• Changing the Authentication Mode for

Internet Information Services (IIS) 6.0

About Authentication Modes

Archive Manager supports either Windows Authentication or Forms

Authentication to provide secure access to the Archive Manager application: • Forms Authentication uses an HTML-based form to process sign in

information and is more suitable for providing access to Archive Manager over the Internet.

• Windows Authentication uses any security models established by using Microsoft Active Directory or Windows NT LAN Manager (NTLM). Windows Authentication is required to enable offline access to archived email with Microsoft Outlook. When running Windows Authentication with a Windows environment, multiple failed sign in attempts can lock out an Active Directory account. This specific number is dependant on the Default Domain Policy set on the Domain Controller:

Computer Configuration | Windows Settings | Security Settings | Account Lockout Policy | Account lockout threshold

If you change between Forms and Windows authentication, you must also change settings in Internet Information Services (IIS) Manager.

Changing the Authentication Mode

in Internet Information Services

(IIS) 7.5 and 7.0

To change the authentication mode in IIS 7.5 or 7.0, complete the following steps:

1. Select the desired authentication mode on the Archive Manager Administration Website.

2. On the Archive Manager Web server, run Internet Information Services (IIS) Manager.

3. Expand the Site node and highlight the Archive Manager Website. 4. Under the IIS heading, double-click the Authentication feature. 5. When the Authentication feature opens, enable the desired

authentication option.

• For Forms authentication, Anonymous Authentication should be enabled and Windows Authentication should be disabled. • For Windows authentication, Windows Authentication should be

6. Click the DefaultInstance node and verify that the Authentication feature settings match the Authentication feature settings for the Archive Manager Website.

7. You must also update the authentication mode in the Retention Instance. (Repeat the steps listed above, but for

RetentionInstance rather than DefaultInstance.)

Changing the Authentication Mode

for Internet Information Services

(IIS) 6.0

To change the authentication mode in IIS 6.0, complete the following steps:

1. Select the desired authentication mode on the Archive Manager Administration Website.

2. On the Archive Manager Web server, run Internet Information Services (IIS) Manager.

3. Browse to the node:

Internet Information Services | SERVER_NAME | Web Sites | ARCHIVE_MANAGER_SITE_NAME

4. Right-click the Website node and select Properties from the shortcut menu.

5. Go to the Directory Security tab and click the Edit button in the

Authentication and access control area.

6. Select an authentication mode (Forms or Windows) and select the checkbox to enable it.

7. Either select or de-select the Enable anonymous access option. • For Forms authentication, Enable anonymous access box should be

checked.

• For Windows authentication, leave this box unchecked and select one of the Windows authentication modes.

8. Click the OK button.

9. You must also update the authentication mode in the Retention Instance. (Repeat the steps listed above, but for the

Data Loaders

• About Data Loaders

• Data Loaders and Outlook Message Classes

• Message Processing

About Data Loaders

The Data Loaders Administration section controls where the Archive Manager data loading service looks for email messages. There are four types of service:

A data loader is characterized in Archive Manager by its Type, and by a Start Time and End Time to determine the time frame within which each data loader can start processing email. For example, if you enter a start time of 12:00 a.m. and an end time of 3:00 a.m. for a MAPI mail account, the data loader can start processing the journal mailbox anytime between 12:00 a.m. and 3:00 a.m. If the data loader completes processing the journal mailbox at 2:58 a.m., it will start over and process the entire journal mailbox again because 2:58 a.m. is within its time frame (Start Time and End Time) to start processing. The data loader will not stop processing at 3:00 a.m.

This can be useful in situations, for example, where email may be processed over a slow network link and you want to designate the time frame within which the data loader can start processing different mail accounts.

A MAPI data loader is used with an Exchange messaging system to offload messages from the Exchange Journal folder(s) into Archive Manager. Exchange’s native journaling features consume a great deal of system

resources—processing power as well as disk storage capacity—whereas Archive Manager handles data archives much more efficiently. You can therefore dramatically improve overall system performance by using MAPI data loaders to continuously offload data from Exchange to Archive Manager.

METHOD DESCRIPTION REQUIRED ATTRIBUTES

File System Reads messages directly from a file share Path

MAPI Reads from a MAPI mail account Server, UserID

POP3 Reads from a POP3 mail account Server, UserID, Password IMAP4 Reads from an IMAP mail account Server, UserID, Password

Note: MAPI is the required service for a Microsoft Exchange server. IMAP4 and POP3 are not supported for Exchange.

Note: The Enable Store Management box is checked by default in Archive Manager in the mailbox for the journal user. This box must be unchecked so that the mailbox is not processed by the Exchange Store Manager (ESM). Journal mailboxes should be processed by the journal data loader.

In addition to its Type and Start and End Time, a data loader is defined in Archive Manager by several other field values that vary depending on its Type: • File System:

• Name: The friendly name that you want to call the Data Loader.

• Path: The path from which the data can be loaded; this can be a defined drive letter or a UNC path.

• Active (checkbox): Defines whether the Data Loader is active or inactive. • MAPI:

• Name: The friendly name of the mail server.

• Server: The name of the mail server; for example, server.yourdomain.com • User ID: The login required by the server. For the MAPI data loader only the

username (e.g. ArchiveMgr_Journal) is needed. This can be replaced with a Legacy Exchange Distinguished Name if there is a possibility of conflict or ambiguous names. The LEDN should be in the format: /o=Domain/ou=Exchange Admin Group/cn=Recipients/cn=ArchiveMgr_Journal.

• Password: NO password is needed for this type of the data loader. • Active (checkbox): Defines whether the data loader is active or inactive.

• POP3 or IMAP4:

• Name: The friendly name of the mail server.

• Server: The name of the mail server; for example, server.yourdomain.com. • User ID: The name used to sign into the POP3/IMAP server. This is usually the

username (e.g. JournalUser), but may need to contain the domain or other information, depending on the POP3/IMAP server. Please refer to your POP3/IMAP server documentation for more information.

• Password: Enter the password for the journal mailbox user.

• Active (checkbox): Defines whether the data loader is active or inactive. If the MAPI Journal Data Loader (JDL) runs before the Active Directory Connector has synchronized the ArchiveMgr_Journal user into the Archive Manager database, the JDL will not find the user in the Archive Manager database and it reports the following error:

Unable to obtain server DN for user 'WIN2K3ENT//o=First Organization/ou=Exchange Administrative Group

Once the Active Directory Connector finishes synchronizing, the error message will not display.

Data Loaders and Outlook Message

Classes

GroupWise does not discriminate among message types or "classes" the way Outlook does, so the information in this section applies only to Archive Manager installations configured to work with Exchange/Outlook messaging systems. In an Exchange system, by default, Archive Manager data loaders will load all standard Outlook item types into the archive except Journal entries (activities), regardless of message class. Archive-able items include the message classes listed in the table below, which also shows what Archive Manager can do with each item type.

• Export: Add to archive.

• Strip: Stripping (or leaving a message Stub) in Exchange, to reduce overall storage size on the mail server.

• Age: Delete messages or message stubs from Exchange based on age.

Message Class Common Name Export*? Strip*? Age*?

IPM.Appointment Meeting yes

IPM.Contact Contact (person) yes

IPM.DistList Contact (distrib list) yes

IPM.Document.* Document yes

Optional See note below.

yes

IPM.Note Mail yes yes yes

IPM.OLE.Class.* Meeting (exception) yes

IPM.Outlook.Recall.* Recall request yes yes

IPM.Post Mail (posted) yes yes yes

IPM.Recall.* Recall request yes yes

IPM.Report.* Report (non-deliv, receipt) yes yes IPM.Schedule.* Meeting invitation/response yes yes

IPM.StickyNote Note yes

IPM.Task Task yes

IPM.TaskRequest.* Task request/response yes yes

Report.* Report (non-deliv, receipt) yes yes

IPM.Document items can be enabled for stripping when there is a stripping policy in place on the folder in which they reside. See the Exchange Store Manager Strip IPM.Document configuration setting in Appendix C: Using the Configuration Editor.

Message Processing

Once messages have been processed by a Data Loader, SQL jobs link the messages to virtual mailboxes and assign security to embedded messages. These SQL jobs include:

• Mailbox Maintenance - Link Embedded Messages - Archive Manager: This job discovers messages that are attached to other messages and grants users security to the attached messages if they are not already in the user's mailbox. This job is enabled by default. • Mailbox Maintenance - Link Journal Messages By Email -

Archive Manager: This job links messages to user mailboxes based on the email addresses on the message. This job is intended for use with POP3 or IMAP4 Data Loaders only. It should not be enabled if the ESM is processing user mailboxes. This job is disabled by default. • Mailbox Maintenance - Populate Virtual Mailboxes - Archive

Manager: This job links messages to virtual mailboxes based on the configured parameters of the virtual mailbox. This job is enabled by default.

Add, Edit or Delete a Data Loader

Add a Data Loader

1. Click on the Add a Data Loader link.

2. Select a Type value from the drop-down list: File System, IMAP4, MAPI or POP3, as defined above.

3. Enter or select additional field values as requested by the form. 4. Click Add. The Data Loader Administration form is displayed with

the new data loader and related details.

Edit a Data Loader

1. In the Data Loader Administration form: Locate the data loader in the list. Either:

• Scroll through the list of data loaders; or

• Enter a value in the Name field and click Search.

2. Click Edit to the left of the data loader name to display the Edit Data Loader form for the selected data loader.

3. Revise the information and then click Update. The specified changes to the data loader are saved, and the Data Loader Administration

form is displayed.

Delete a Data Loader

1. In the Data Loader Administration form: Locate the data loader in the list. Either:

• Scroll through the list of data loaders; or

• Enter a value in the Name field and click Search.

2. Click Delete to the left of the data loader name. The Delete Data Loader confirmation message is displayed.

3. Click OK to confirm the deletion. The selected Data Loader is deleted, and the Data Loader Administration form is displayed. To return to the Data Loader Administration screen without editing, click

Cancel.

Alternatively, a data loader can be deleted by opening the Edit Data Loader form, clicking Delete, and confirming the deletion.

Download Tools

• About Download Tools

• Search Exporter

• PST Import Wizard

• Offline Client

• Retention Policy Editor

• Archive Retrieve for BlackBerry

• Remote ESM

• Alert Service Editor

• Url Redirect

About Download Tools

The Download Tools screen displays additional Archive Manager tools that are available for you to download. For each available tool, the screen briefly explains what the tool does, and provides a link to download the tool.

The following download tools are available on the Download Tools page: • Search Exporter

• PST Import Wizard • Offline Client

• Retention Policy Editor • Archive Retrieve • Remote ESM • Alert Service Editor

To download the additional tools available:

1. Open the Archive Manager Administration page, and click the

Download Tools link.

2. Locate the tool you wish to download in the list and click the link. The Download dialog is displayed.

3. Follow the instructions in the Download dialog to perform the installation.

Search Exporter

The Archive Manager Search Exporter works in conjunction with Archive Manager to allow for the offline rendering of search results.

The results are stored as HTML, MIME, PST or XML format (together with any attachments). They can be accessed without the need to be online or burned to a CD and distributed to people who are not Archive Manager users. If you export to the HTML format, comments are also exported.

This tool is very useful during a legal discovery, when items must be submitted to the court in a format that can be accessed and preserved by the court (in other words, that can be used as evidence).

Prerequisites

The following requirements apply to the workstation where the Search Exporter will be installed:

• Microsoft Outlook 2010 (32-bit), running on Windows 7 SP1, or

• Microsoft Outlook 2007, 2003 or 2002 (32-bit), running on Vista (SP1, or SP2), or

• Microsoft Outlook 2007, 2003 or 2002 (32-bit), running on Windows XP (SP2 or SP3), and

• Windows Installer 3.1 (only for installation) • Microsoft .NET Framework Version 3.5 SP1

• Multiple instances of the Search Exporter can not be run on the same machine.

Installing and Running the Search Exporter

Install the Search Exporter on the PC of the person who will use the tool (normally the system administrator).

To install the tool, go to the Download Tools page of the Administration Web Site and click the Search Exporter link. Or, run the EmailExport.msi file located on the Archive Manager Reseller and Customer Portal site. Follow the prompts to install the application on the PC.

Before running the Search Exporter, you need to ensure that the Archive Manager security roles that will use the application have permissions to use it.

Administrators: Perform the following steps to ensure that the appropriate permissions are set to run the Search Exporter.

1. Go to the Archive Manager Website by clicking Administration at the top right of the Archive Manager application.

2. Select Security Roles to obtain a list of all roles in the system. 3. Click Edit for the role that you want to edit.

4. Ensure that the Export Email security action has been added to the role.

This tool is viewable only if you have specific permissions, and is accessible at the discretion of the administrator.

Remember that Microsoft .NET Framework 3.5 (SP1) must be installed on any workstation where the Search Exporter will run.

Depending upon how the Archive Manager Search Exporter application will be used in your organization, an additional security action may need to be selected. Typically, the tool is used only by administrators or other users with special permissions who need to export data from the Archive Manager application. If you need to search email across all mailboxes in the enterprise, you need to make sure that the security role has the following security action selected:

• Search All Emails

Additional Configuration Options

The following settings can be configured in the SearchExporter.exe.config

file.

• AMFolderName: The name of the folder where exported messages will be placed. The default folder name is ArchiveManager.

• AMFolderComment: Allows you to define a comment to add to the folder where exported messages will be placed.

• MaxMsgPerPst: The maximum number of messages to put into a PST file before creating a new PST file. The default value is 1 million. • MaxMsgPerFolder: The maximum number of messages to put in a folder before creating a new subfolder for the top-level folder. The default value is 10,000. Each new folder will be named by a sequential number.

• WebServicePageSize: The number of message IDs to retrieve from the server in a single batch. The default value is 1000 messages. • MaxFileSize: The maximum size in bytes of an Outlook 97-2002 PST

File. The default value is 2 GB. When the PST reaches the maximum size, a new PST file will be created.

• MaxLargeFileSize: The maximum size in bytes of an Office Outlook PST File. The default value is 20 GB. When the PST reaches the maximum size, a new PST file will be created.

Exporting Data

To export email from the Archive Manager system:

1. Enter the search criteria using one or more of the processes described in Chapter 2 of the User Guide, "Email Search."

2. Click Export to initiate the export to display the File Download

dialog box.

3. Click Open to open the export file in the Archive Manager Search Exporter. The Search Exporter Wizard screen appears.

4. Enter the requested information into the fields on this screen: • Export Directory: The destination location for the exported data. You

may use the Browse feature (the "..." button to the right of the field blank) to locate and specify the location.

• Format: The format into which the exported messages will be saved. If you choose the PST or HTML Format, then you must also specify: • File Name: Configurable. The default is Default.xxx.

• Type (for export to PST only): Office Outlook, or Outlook 97-2002.

You may use the Browse feature (the "..." button to the right of the field blank) to specify these values.

• Connect Using: The authentication method to be used to confirm the authenticity of the person performing the export.

• User Name: The username, as used in Archive Manager. The User Name will likely be the same values you use to sign into Archive Manager, as determined by the organization.

If you select to export attachments, then the email messages containing those attachments are exported along with the attachments. Exporting attachments only is currently not supported. For example, if you have multiple emails containing the same attachment and you select to export attachments, all email messages containing that attachment are exported.

Or, the user can click Save to save their search for a future export.

For messages that contain characters in a codepage that is different from the computer's configured codepage, you must export to Office Outlook (Unicode) PST files. The Office Outlook PST file format is available only with Microsoft Outlook 2003 and 2007.

Both the Archive Manager Website and the Archive Manager Web Service must use the same authentication method for the Search Exporter to work.

• Password: The user's password, as used in Archive Manager. The

Password will likely be the same values you use to sign into Archive Manager, as determined by the organization.

5. Click Export to begin the export.

The progress bar will track the progress of the export. When the process is complete, a Finish button appears at the bottom of the Search Exporter Wizard dialog box.

Open Exported Search Results

To open the exported search results, browse to the folder you selected to export your email to. How you open exported messages depends on the format of the exported messages:

• HTML format: These messages are accessed via a main HTML page named Default.html, with each message listed on that page. You can simply click on a link to open an HTML version of that message, and the content of the message, along with all attachments, will be available from within the message.

• MIME format: Email messages that have been exported in MIME format can be opened with any standard email application that can read these messages.

• PST format: Email messages that have been exported to PST format can be opened with Microsoft Outlook. Go to the File menu, and select

Open/Outlook Data File. Select the folder where your PST file is located and double-click the PST file you want to open.

• XML format: Email messages that have been exported to XML can be viewed with a Web browser, though much of the content will be Base64 encoded. Some data, such as the attachment name and mailbox, can be viewed. Email messages that have been exported to XML can also be imported into another Archive Manager instance.

Before beginning the export, you must verify that you have sufficient disk space to save exported data.

Archive Manager Search Exporter requires the user to be signed into the domain where Archive Manager is installed if the Offline Client is enabled.

PST Import Wizard

The PST Import Wizard is provided to customers who want to merge their existing PST files into Quest Archive Manager.

The PST Import Wizard can be run from one or more workstations to process multiple PST files. It imports the mail from the PST files into a directory used by the Archive Manager File System Dataloader. (For more information please refer to the Data Loaders section of the Administration Guide.) From here, the mail is imported into Archive Manager, with the display name of the PST file

representing the mailbox name in Archive Manager.

Planning for Deployment

Before deploying the PST Import Wizard, keep in mind that loading PST files will inflate the Archive Manager Database. Make sure that you will have enough disk space for this expected growth, and that the Export directory has sufficient capacity to store the email for loading.

Prerequisites

The tool requires the following software to be installed on the client machine: • Microsoft Outlook 2010 (32-bit), running on Windows 7 (SP1), or

• Microsoft Outlook 2007, 2003 or 2002 (32-bit), running on Vista (SP0, SP1, or SP2), or

• Microsoft Outlook 2007, 2003 or 2002 (32-bit), running on Windows XP (SP2 or SP3), and

• Windows Installer 3.1 (only for installation) • Microsoft .NET Framework Version 3.5 SP1

• Microsoft Visual C++ 2008 SP1 Runtime (VCRedist 2008 SP1).

For Exchange, it is required that you use an existing MAPI profile to resolve addresses (from x.400 names into internet [email protected] type names). Make sure you specify the appropriate server to connect to using the MAPI profile.

The PST Import Wizard does not support importing .pst files into Archive Manager mailboxes in a GroupWise environment where the owner’s username is not unique because another user exists in the same domain, with the same username, but in a different context. For example, in the following domain structure, Archive Manager will not be able to determine the correct mailbox:

• Company/Department/Europe/JSmith • Company/Department/US/JSmith • Company/ExternalUsers/US/JSmith

To install Quest Archive Manager PST Import Wizard

1. Go to the Download Tools page of the Archive Manager Website. 2. Click the link for the PST Import Wizard to download it and install it. Alternatively, the Archive Manager PST Import Wizard can be downloaded from

C:\Program Files\Quest Software\Archive Manager\WebSite\Tools.

To install the PST Import Wizard from your Archive Manager Website 1. Open the Archive Manager Administration page.

2. Click the Download Tools link.

3. Locate the Archive Manager PST Import Wizard in the list and click the PST Importer link. The Download dialog is displayed.

Running the PST Import Wizard

To import a PST file into Archive Manager using the PST Import Wizard: 1. Launch the tool from Start | All Programs | Quest Software |

Archive Manager | PST Importer.

To run the PST Import Wizard, the user must belong to the administrators group on the PC. Also, to run the PST Import Wizard on Vista with the User Access Control enabled, run Internet Explorer as the administrator so that when the PST Import Wizard is launched it will assume the administrator identity. Or, turn off the User Access Control prior to running the PST Import Wizard.

The PST Import Wizard now supports a mode that allows .pst files to be processed without an Exchange server or Active Directory.

2. Click Scan for PST Files.

3. In the Select Directories to Scan dialog box: Mark one or more checkboxes to select the drive(s) you want to scan. You can scan network drives by mapping them to drive letters.

4. Click Scan for PST Files to continue.

5. Back in the PST Import Wizard screen, when the scan is complete, the screen shows the list of discovered files. If a file was found with a matching xml descriptor file, the owner information is also displayed.

To select a row, click the button on the left side of the row. To select another row when one or more are already selected, hold down the

Ctrl key and click the additional row’s Selection button.

The Delete Selected and Modify Selected buttons are enabled only when at least one row in the list is selected.

6. To edit an item, select it, and type new values in the Owner and

Display Name text boxes. Then click Apply Changes to Sel. You may edit two or more items, and then click Apply Changes to Sel

just once to apply all the new values at once.

Alternatively, you can export the list to a file in CSV format, modify it, and re-import it. To delete files from the list, select them and click

The Modify Selected button is enabled only when values are entered into the Owner or Display Name edit fields.

7. When the list is complete, click Validate Owners to check the Archive Manager database to ensure the owners are correct. To perform this check, the tool needs to connect to the web services. You will be presented with the Options dialog box.

8. Enter the credentials to configure the connection to the Archive Manager Web Service:

• Web Service Server: The full URL of the Web Service. For example: http://archivemanager.yourcompany.com/defaultinstance/ • Web Service Login: The Archive Manager account name.

• Web Service Password: Archive Manager account password. • Web Service Domain: The NetBIOS domain name. Do NOT

enter the Fully Qualified Domain Name.

9. If the name you entered is ambiguous, another dialog box lets you search for valid logins associated with that name.

When the user double-clicks the found name or clicks Select, the dialog closes and the credentials are cached, and the display returns to the PST file list.

When in doubt, select Validate Owners again and the cached credentials will be used.

This account must have Administrator privileges in Archive Manager.

11. Complete the fields on this screen:

• Export Directory: Specify the export directory for your PST files. Make sure it is the same directory used by the Archive Manager File System Dataloader. (For more information please refer to the

Data Loaders chapter of this Guide.)

• Delete Messages: Check this box if you want to remove the messages after Export.

• Add PST contents to owner’s mailbox: Check this box to add PST contents to the owner’s mailbox.

• Pseudo Root: Creates a folder in the owner’s mailbox for the PST contents. All PST contents are placed in the subfolder.

• Title: The display name of the PST file in Outlook. • None: No pseudo root is created.

• File Name: The name of the PST file.

• Log Directory: The directory where the export logs are located. If you don’t enter a log directory, the default log directory is

%temp%.

• Contact Exchange Server for Address Book: This option tells the PST Import Wizard to use Exchange to look up users and email addresses. It is checked by default. This option should be unchecked for GroupWise users.

• Click Process to process the list and load the content into Archive Manager as a separate mailbox for each PST file.

12. If you have selected Contact Exchange Server for Address Book, you are prompted to select a profile. If there is only one profile, click

OK. If you have more than one profile, select the desired profile and click OK.

At this point, depending upon your configuration, you may be promoted to enter credentials for the selected profile and click OK.

Some PST files must be assigned a user manually.

Error messages are not displayed if the PST Import Wizard encounters an error that prevents it from processing a password protected PST file. To check if all PST files have been processed by the PST Import Wizard, you can view the export logs in the default temp directory listed above, or the log directory you specified.

Offline Client

The Archive Manager Offline Client provides users with offline access to archived email through a client deployed users’ workstations.

Prerequisites

Archive Manager requires updating all Offline Client versions to the current version.

Downloading the Offline Client

To download the Offline Client, go to the Download Tools page on the Administration Web Site and click the Offline Client link.

Configuring Offline Access

After you install Offline Client, you must take the following steps to configure offline access:

1. Assign the Archive Manager Web service address using Group Policy. 2. Enable offline access to the archive on the Archive Manager Server. 3. Add the Archive Manager site to the Intranet zone and configure

logon settings on the client computer. The Archive Manager URL for the Offline Client is:

http://archivemanager/DefaultInstance/OfflineClientEndpoint.asmx

Adding Administrative Templates

In order to allow users access their archive offline, you must specify the Archive Manager Web service address, as follows:

For Windows 2003 SP2

1. Run Active Directory Users and Computers and browse to the domain or organizational unit you want to apply the policy to.

2. Right-click the domain or organizational unit and select Properties

from the shortcut menu.

3. In the Properties dialog, go to the Group Policy tab.

4. Either click New and create a new policy, or choose an existing policy to modify.

5. Select the desired policy and click Edit to run the Group Policy Object Editor snap-in.

6. Right-click the POLICY_NAME | User Configuration | Administrative Templates node and select Add/Remove Templates from the shortcut menu.

7. In the Add/Remove Templates dialog, click Add.

8. Browse to the QsArchiveOfflineExt.adm file, which can be found in your Archive Manager installation directory under

Website\Tools\OfflineClient-Current.zip.

9. Select the file and click Open. The template will appear in the

Add/Remove Templates dialog. Click Close.

10. Browse to POLICY_NAME | User Configuration | Administrative Templates | Quest Archive Manager | Client Adjustments | Cached Mode Settings. Select the Cached Mode Settings node. If the node is missing, follow these steps:

a) Select the Administrative Templates node under User Configuration, and click Filtering on the View menu.

b) In the Filtering dialog, clear the checkbox for Only show policies that can be fully managed.

c) Click OK to apply your changes.

11. In the right pane, double-click the Set URL for the Archive Manager Web service policy.

12. In the policy’s Properties dialog, select the Enabled option and specify the Web service URL in the following format:

http://SERVER:PORT/DefaultInstance/OfflineClientEndpoint.asmx 13. Click OK to apply your changes.

For Windows 2008 R2

1. From the server desktop, click Start and then Run. 2. In the Run box, type mmc, then click OK.

If you already have an mmc configuration with the Group Policy Management Editor snap-in, go to step 8. Otherwise, proceed to the next step.

3. From the File menu, click Add/Remove Snap-in.

4. Select Group Policy Management Editor and click Add. 5. In the Select Group Policy Object box, click Browse.

6. Select an existing policy or create a new one, and then click OK. 7. Click Finish/OK.

8. Expand the policy that you’ve selected, then expand User

Configuration | Policies. Right-click Administrative Templates

and select Add/Remove Templates.

9. In the Add/Remove Templates dialog, click Add.

10. Browse to the QsArchiveOfflineExt.adm file, which can be found in your Archive Manager installation directory under

Website\Tools\OfflineClient-Current.zip.

11. Select the file and click Open. The template will appear in the

Add/Remove Templates dialog. Click Close.

12. Browse to POLICY_NAME | User Configuration | Policies | Administrative Templates | Classic Administrative Templates | Quest Archive Manager | Client Adjustments | Cached Mode Settings. Select the Cached Mode Settings node.

If the node is missing, follow these steps:

a) Select the Administrative Templates node under User Configuration, and click Filtering on the View menu.

b) In the Filtering dialog, clear the checkbox for Only show policies that can be fully managed.

c) Click OK to apply your changes. 13. Select Enabled.

14. In the right pane, double-click the Set URL for the Archive Manager Web Service option.

15. On the Set URL for the Archive Manager Web Service screen, select

Enable.

16. In the Archive Manager webserviceurl box, specify the Web service URL in the following format:

http://SERVER:PORT/DefaultInstance/OfflineClientEndpoint.asmx 17. Click OK to apply your changes.

Keep in mind that all policies are applied only after the time interval specified in the Group Policy refresh interval for computers policy. The policy is located in Computer Configuration | Administrative

Templates | System | Group Policy and User Configuration | Administrative Templates | System | Group Policy.

Enabling Offline Access to the Archive

Archive Manager allows users to cache their archives and access them offline with Microsoft Outlook. This requires that you disable anonymous access and select Windows Authentication as the authentication mode.

To change the authentication mode, see the Authentication Modes chapter.

Adding the Archive Manager Site to the

Intranet Zone

Before you allow users to start working with offline copies of their archives, add the Archive Manager site to the Intranet zone and have users check their sign-in settings. This check is important; if the settings are incorrect, some messages may be displayed incorrectly in the offline copy of the archive. First of all, users need to determine whether the Web site they use to access their archives is located in the intranet zone. Some general tips are provided below, but if users who are in doubt should contact the system administrator. Do You Have an Intranet Archive Site?

When you open an intranet site in Microsoft Internet Explorer, the Local Intranet zone icon is displayed in the lower right corner of the screen:

If this is the case, follow these steps:

1. In Microsoft Internet Explorer, click Tools | Internet Options on the main menu.

2. In the Internet Options dialog, go to the Security tab. 3. Highlight Local intranet, then click Sites.

This displays the Local intranet screen. 4. On the Local intranet screen, click Advanced.

5. In the Add this Web site to the zone box, add the URL to your main Archive Manager Website.

Deploying the Archive Manager Offline

Client

The Offline Client component must be deployed on each user’s workstation to provide offline access to archived email. You can use the Group Policy Software Installation Extension to deploy the Offline Client on workstations.

Note that software installation requires administrative rights on the worksta-tion. If users are not allowed to install software on their workstations, assign the installation package to users using group policies.

Deploy Using Group Policy

To assign the Archive Manager Offline Client installation to users using Group Policy:

1. Copy the ArchiveManagerClient[ver#].msi file to a file share (a

distribution point).

2. In Active Directory Users and Computers, right-click the

organizational unit or the domain on which you want to apply the policy, and select Properties from the shortcut menu.

3. On the Group Policy tab, click New, create a new policy, and click

OK. Alternatively, you can modify an existing policy.

Performance Tip: If the volume of users will make the Offline Client load heavy, you can improve performance by deploying a separate dedicated IIS server for web services. That is, deploy a second, duplicate IIS Archive Manager server, then point users' Offline Clients to the web services component of the second, but leave the primary website URL set to the first, original server.

Important: Users will be able to start working with the offline copy of the archive only after you assign the Archive Manager Web service address and enable offline access to archive, as described in the After You Install section earlier in this guide.

If you upgrade any version of Microsoft Outlook, Archive Manager Client toolbars will not be displayed in the new Outlook version. To resolve the issue, reinstall the Archive Manager Client component.

The offline client does not support downloading or displaying calendar items, contacts, or tasks.

You can also use computer policy, but this might require restarting the workstations. For more information, see this Microsoft article.

4. Select the policy you want to modify and click Edit.

5. In the Group Policy snap-in, right-click User Configuration | Software Settings | Software Installation, and select New | Package from the shortcut menu.

6. You will be prompted for the setup file. Browse to the file share and specify the ArchiveManagerClient[ver#].msi package.

7. In the Deploy Software dialog box, select the Assigned

deployment method.

Deploy at Next User Logon

To deploy the Archive Manager Client at the next user logon, do one of the fol-lowing, depending on your operating system:

If your domain controllers are running Windows 2000:

1. Add the following command to a logon script .bat-file and specify the file User Configuration | Windows Settings | Scripts | Logon

node in Group Policy:

msiexec /i "\\server\share\ArchiveManagerClient[ver#].msi" /qn

2. The setup can be started in the logon script more than once with no issues. The installer will recognize the previous installation and exit setup. When the Archive Manager Client has been deployed for all users, you can remove this line from the user logon script.

If your domain controllers are running Windows 2003:

1. Right-click the software package you created, and select Properties

from the shortcut menu.

2. Go to the Deployment tab and select the Install this application at logon check box.

3. Click OK to save your changes.

Other Administrative Tasks

Most administrative tasks concern the Cached mode functionality, which provides users with offline access to their archive mailboxes: users can download content of all or selected folders from the archive to their laptop or desktop computers and access cached items at any time without connecting to the server. To enable offline access, they need to switch to Cached mode.

The /qn parameter enables silent installation. For more

information on Windows Installer command-line parameters, see

When switching to Cached mode, users are prompted to specify which folders they want to be cached and make available offline. However, they also need to synchronize their cached folders to keep them up-to-date.

To automate some of these tasks, Archive Manager includes an administrative templates file containing policies that let you:

• Enable automatic switching to Cached mode • Set an automatic synchronization frequency • Set an age limit for cached messages

• Set the URL for the Archive Manager Web service.

Enabling Automatic Switching to Cached

Mode

Archive Manager administrative templates let you enable Cached mode for all users automatically. Once users are switched to Cached mode, they can select folders to cache, so that the folders are always available offline. If you apply this policy, all affected users will be switched to Cached mode automatically and they will have offline access to all folders in their archives.

To apply the policy:

1. In the Group Policy Object Editor, browse to the node User Configuration | Administrative Templates | Quest Archive Manager | Client Adjustments | Cached Mode Settings. 2. Select the node. The policies are displayed in the right pane. 3. Double-click the Switch to Cached mode automatically policy. 4. In the policy Properties dialog, select the Enabled option. 5. Click OK to apply your changes.

Note: Users will be able to access the archive offline only after you specify the URL for the Archive Manager Web service.

Note also: When you switch to Cached mode, temporary archive folders may appear in the offline copy of the archive, and they will not be removed later.

Windows event logs provide information about any errors or exceptions you may encounter when using Archive Manager components. To view event logs, go to Start | Control Panel | Administrative Tools | Event Viewer.

Setting Automatic Synchronization

Frequency

Users need to synchronize their cached folder to keep them up-to-date. This can be done either manually or automatically. Using the Set automatic

synchronization frequency policy, you can specify how frequently the contents of cached folders will automatically be synchronized with the archive. Users will not be able to override settings specified by the policy.

To apply the policy:

1. In the Group Policy Object Editor, browse to User Configuration | Administrative Templates | Quest Archive Manager Settings | Client Adjustments | Cached Mode Settings.

2. Select the node. The policies are displayed in the right pane. 3. Double-click the Set automatic synchronization frequency

policy.

4. In the policy Properties dialog, select the Enabled option. 5. Specify how frequently the synchronization should occur. 6. Click OK to apply your changes.

Setting Age Limit for the Cached Messages

Personal Store lets you set an age limit for messages to be cached so you can avoid caching outdated messages. The age limit can be specified either manually by the user or automatically by the policy. Users will not be able to override settings specified by the policy.

To apply the policy:

1. In the Group Policy Object Editor, browse to User Configuration | Administrative Templates | Quest Archive Manager Settings | Client Adjustments | Cached Mode Settings.

2. Select the node. The policies are displayed in the right pane. 3. Double-click the Set age limit for all cached messages policy. 4. In the policy Properties dialog, select the Enabled option. 5. Specify the maximum allowed message age.

Setting the URL for the Archive Manager

Web Service

In order to use the Archive Manager Offline Client, you must set the URL for the Archive Manager Web Service.

To set the URL:

1. In the Group Policy Object Editor, browse to User Configuration | Administrative Templates | Quest Archive Manager Settings | Client Adjustments | Cached Mode Settings.

2. Select the node. The policies are displayed in the right pane. 3. Double-click the Set URL for the Archive Manager Web service

policy.

4. In the policy Properties dialog, select the Enabled option and specify web service URL in the following format:

http://SERVER:PORT/DefaultInstance/OfflineClientEndpoint.asmx

5. Specify the desired URL.

6. Click OK to apply your changes.

7. Select the Local intranet zone, and click Custom Level. 8. In the Security Settings dialog, go to the end of the security

settings list.

9. Make sure the Automatic logon only in intranet zone option is selected under User Authentication | Logon. If not, select the option.

10. Click OK.

Archive Site in the Internet, Trusted Sites,

or Restricted Sites Zone

If you open the Archive Manager Site and the Internet, Trusted sites or

Restricted sites zone message appears in the status bar (as shown above): 1. Run Microsoft Internet Explorer.

2. Click Tools | Internet Options on the main menu. 3. In the Internet Options dialog, go to the Security tab. 4. Select the Local Intranet zone, and click Sites.

5. If you are using Microsoft Windows 2003, skip to step 6. Otherwise, in the Local Intranet dialog, click Advanced.

6. Specify the Archive Manager URL and click Add. Then click OK. 7. Back in the Local Intranet dialog, click OK.

8. Select the Local intranet zone, and click Custom Level. 9. In the Security Settings dialog, go to the end of the security

settings list.

10. Make sure the Automatic logon only in intranet zone option is selected under User Authentication | Logon. If not, select the option.

11. Click OK.

Retention Policy Editor

The Archive Manager Retention Policy Editor lets you specify a retention period for the archived messages using retention rules, or policies and to temporarily stop deleting expired messages during investigations.

The administrator can define how long the messages in the archive are to be retained using the Keep Policy.

Any and all messages that reach or exceed the thresholds of the Keep policies can be removed from the system using the Delete Policy.

The Legal Hold feature can be activated to temporarily suspend the retention capabilities in the event of litigation or investigation.

Installing the Retention Policy Editor

To install the Archive Manager Retention policy Editor

1. Go to the Download Tools page of the Archive Manager

Administration Website and click on the link for the Retention Policy Editor.

2. Download the tool and then install it.

If you are using Internet Explorer 7, adding the Archive Manager web server URL to Trusted sites may still prompt the user for credentials. Adding the site to the Local Intranet Zone will solve this problem if the Archive Manager site URL contains a local domain.