Archive Manager 4.6 - us-downloads.quest.com

Archive Manager 4.6.1

Planning and
Installation Guide

for Exchange

Quest Archive Manager

Archive Manager Planning and Installation Guide for Exchange
Updated - June 2012 (Doc ID 142)
Software Version - 4.6.1

© 2012 Quest Software, Inc.
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information contained in this document.

ABOUT THIS GUIDE

This Planning and Installation Guide for Exchange was developed to help you
plan and prepare for the installation of Quest Archive Manager. It is intended for
network administrators, consultants, analysts, and any other IT professionals
who may participate in the planning or installation of the product.

CONTENTS

CHAPTER 1
DEPLOYMENT CONSIDERATIONS FOR MICROSOFT EXCHANGE. . . . . . 7

DEPLOYMENT MODELS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
SINGLE-SITE MODEL . . . . . . . . . . . . . . . . . . . . . . . . . . 8
MULTI-SITE MODEL . . . . . . . . . . . . . . . . . . . . . . . . . . 9
DISTRIBUTED MODEL. . . . . . . . . . . . . . . . . . . . . . . . . .10
MIXED MODEL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

MICROSOFT EXCHANGE JOURNALING . . . . . . . . . . . . . . . . . . .11

CHAPTER 2
SYSTEM REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

MESSAGING SYSTEM SERVER TYPE AND VERSION. . . . . . . . . . . .14
DATABASE SERVER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
DOMAINS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
OPERATING SYSTEM FOR SERVERS RUNNING ARCHIVE MANAGER . .15
PREREQUISITES FOR SERVERS RUNNING
ARCHIVE MANAGER SERVICES . . . . . . . . . . . . . . . . . . . . . . .15

ADDITIONAL PREREQUISITES FOR ALL SERVERS RUNNING
ARCHIVE MANAGER WEBSITES . . . . . . . . . . . . . . . . . . . .17
ATTACHMENT STORE TYPES . . . . . . . . . . . . . . . . . . . . . . . . .17
CLIENT WORKSTATION . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
BROWSER VERSIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
MOBILE DEVICE BROWSING OF THE ARCHIVE MANAGER WEBSITE . .19
ARCHIVE MANAGER RIGHTS AND PERMISSIONS . . . . . . . . . . . . .19

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CHAPTER 3
HARDWARE RECOMMENDATIONS . . . . . . . . . . . . . . . . . . . . . . . .21

ARCHIVE MANAGER SERVICES SERVER . . . . . . . . . . . . . . . . . .22
ARCHIVE MANAGER SQL DATABASE SERVER . . . . . . . . . . . . . .22
ARCHIVE MANAGER HARDWARE RECOMMENDATIONS . . . . . . . . . .23

SQL SERVER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
ARCHIVE MANAGER SERVER. . . . . . . . . . . . . . . . . . . . . .24
DEDICATED IIS SERVER . . . . . . . . . . . . . . . . . . . . . . . .25
SIZING THE MICROSOFT SQL DATABASE AND ARCHIVE MANAGER
ATTACHMENT STORE . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

CHAPTER 4
PRE-INSTALLATION PREPARATIONS . . . . . . . . . . . . . . . . . . . . . .27

CONFIGURE THE ARCHIVE MANAGER SERVICES SERVER . . . . . . . .28
CONFIGURE THE ARCHIVE MANAGER DATABASE SERVER. . . . . . . .29
CREATE ACCOUNTS AND GRANT PERMISSIONS. . . . . . . . . . . . . .30

GRANT PERMISSIONS TO THE EXCHANGE ADMIN GROUP. . . . .31
CONFIGURE THE EXCHANGE SERVER . . . . . . . . . . . . . . . . . . .36

TO CONFIGURE EXCHANGE 2010 . . . . . . . . . . . . . . . . . .36
TO CONFIGURE EXCHANGE 2007 . . . . . . . . . . . . . . . . . .37
TO CONFIGURE EXCHANGE 2003 . . . . . . . . . . . . . . . . . .39

CHAPTER 5
INSTALLING ARCHIVE MANAGER WITH EXCHANGE . . . . . . . . . . . .41

PERMISSIONS REQUIRED FOR INSTALLATION . . . . . . . . . . . . . . .42
INSTALLATION INSTRUCTIONS. . . . . . . . . . . . . . . . . . . . . . . .42

EMC CENTERA . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
BRIDGEHEAD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
IBM DR550 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
NETAPP SNAPLOCK . . . . . . . . . . . . . . . . . . . . . . . . . . .52

CHAPTER 6
REINSTALLING/UPGRADING ARCHIVE MANAGER . . . . . . . . . . . . .55

UPGRADING ARCHIVE MANAGER . . . . . . . . . . . . . . . . . . . . . .56
VERIFY THE SUCCESS OF THE UPGRADE . . . . . . . . . . . . . .58

REINSTALLING ARCHIVE MANAGER . . . . . . . . . . . . . . . . . . . . .59
POST INSTALLATION NOTES . . . . . . . . . . . . . . . . . . . . . . . . .59

iv

CHAPTER 7
POST-INSTALLATION TASKS . . . . . . . . . . . . . . . . . . . . . . . . . . .61

CONFIGURING ARCHIVE MANAGER . . . . . . . . . . . . . . . . . . . . .62
CONFIGURE THE ACTIVE DIRECTORY CONNECTOR (ADC) . . . . . . .62

SCENARIOS FOR ADC.CONFIG FILE DEPLOYMENT . . . . . . . . .62
THE ADC.CONFIG FILE . . . . . . . . . . . . . . . . . . . . . . . .63
DEPLOYMENT WITH MULTIPLE ACTIVE DIRECTORY DOMAINS . .64
DEPLOYMENT WITH A PARENT/CHILD DOMAIN . . . . . . . . . . .65
DEPLOYMENT WITH AN EXCHANGE RESOURCE FOREST
(ONE-WAY TRUST). . . . . . . . . . . . . . . . . . . . . . . . . . .66
DEPLOYMENT WITH A TRUSTED FOREST . . . . . . . . . . . . . .67
LIMITING USER SCOPE TO SPECIFIC ORGANIZATIONAL UNITS .68
SPECIAL FILTERING REQUIREMENTS . . . . . . . . . . . . . . . . .68
CONFIGURE ADC IMPORT BEHAVIOR . . . . . . . . . . . . . . . .69
CONFIGURE AND DEPLOY THE OFFLINE CLIENT (OPTIONAL). . . . . .70
DEPLOYING THE OUTLOOK FORM . . . . . . . . . . . . . . . . . . . . . .70
THE ARCHIVE MANAGER OUTLOOK COMPONENTS TOOL . . . . .70
PREREQUISITES . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70
INSTALLING THE OUTLOOK ADD-IN USING A GROUP POLICY . .71
RELOCATE FTI TEMP LOCATION (IF NECESSARY) . . . . . . . . . . . .72
ADD MAPI DATA LOADERS FOR EXCHANGE JOURNAL MAILBOXES . .73

APPENDIX A
ATTACHMENT STORE TYPES . . . . . . . . . . . . . . . . . . . . . . . . . . .75

ATTACHMENT STORE TYPES OVERVIEW . . . . . . . . . . . . . . . . . .76
NTFS/WINDOWS FILE SYSTEM . . . . . . . . . . . . . . . . . . .77
NETAPP SNAPLOCK . . . . . . . . . . . . . . . . . . . . . . . . . . .78
EMC CENTERA . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
BRIDGEHEAD HDR . . . . . . . . . . . . . . . . . . . . . . . . . . .81
IBM DR550 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81

CHANGING THE STORAGE LOCATION AFTER INSTALLATION . . . . . .83
ADDING A NEW STORAGE LOCATION . . . . . . . . . . . . . . . . . . .83
COMMON SCENARIOS FOR EDITING THE CONFIGURATION . . . . . . .84

USING A NAS BOX . . . . . . . . . . . . . . . . . . . . . . . . . . .84
MOVING A STORE TO A NEW LOCATION . . . . . . . . . . . . . .84
DELETING ATTACHMENTS FROM A SNAPLOCK VOLUME . . . . . .85

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APPENDIX B
PROCESS OVERVIEW CHECKLIST . . . . . . . . . . . . . . . . . . . . . . . .87

PRE-INSTALLATION CHECKLIST . . . . . . . . . . . . . . . . . . . . . . .88
INSTALL ARCHIVE MANAGER FOR EXCHANGE . . . . . . . . . . . . . . .89
POST-INSTALLATION CHECKLIST . . . . . . . . . . . . . . . . . . . . . .89
ABOUT QUEST SOFTWARE . . . . . . . . . . . . . . . . . . . . . . . . . . . .91
CONTACTING QUEST SOFTWARE . . . . . . . . . . . . . . . . . . . . . .91
CONTACTING QUEST SUPPORT . . . . . . . . . . . . . . . . . . . . . . .91
PRODUCT INFORMATION AND DOCUMENTATION . . . . . . . . . . . . .92
VISITING OUR ARCHIVE MANAGER ONLINE COMMUNITY . . . . . . . .92
OTHER QUEST COMMUNITIES . . . . . . . . . . . . . . . . . . . . . . . .92

vi

1

Deployment
Considerations for
Microsoft Exchange

• Deployment Models

• Single-Site Model
• Multi-Site Model
• Distributed Model
• Mixed Model

• Microsoft Exchange Journaling

Quest Archive Manager

Deployment Models

Several different deployment options are available for Archive Manager,
depending on organization size and type. The following information can be used
to determine a basic specification for an Archive Manager solution, although each
organization must be assessed for its own unique qualities and needs.
When estimating a configuration for a site, it is important to know:

• The number of sites and the number of users at each site
• The number of mail servers
• The bandwidth between each site

Single-Site Model

The single-site model is suitable for single-site organizations as well as for
organizations with high-speed and low-use WAN connections.
Sample single-site model of Archive Manager

Hardware sizing can be roughly estimated from the number of users. For detailed
recommendations, see the Hardware Recommendations chapter of this guide.

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Deployment Considerations for Microsoft Exchange
Sizing is also affected by the Archive Manager message policies applied to
Exchange after Archive Manager is implemented. Specifically, hardware
requirements will increase if messages are kept on the mail server for only short
periods (for example, <15 days), since users will access the Archive Manager
system far more extensively than if messages are kept 30 or 60 days.

Large organizations and sites with comprehensive disaster recovery (DR)
requirements need to consider clustering Microsoft SQL Server and
Internet Information Services (IIS) if the archived information is deemed
critical to the organization. The information within Archive Manager is a
copy of current information and possibly all email information outside of
the configured retention policy period; this may affect the requirements.

Multi-Site Model

The multi-site model can be used in organizations where WAN links are high
speed and low utilization and the remote connected sites have 100 or fewer
users.
Sample multi-site model of Archive Manager

To lower the bandwidth requirements even further from the default installation,
Archive Manager can be configured to ‘Dataload’ email messages from the
remote sites at preset times of the day.

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If the remote sites already have email servers, the servers should be set up to
journal locally in order to minimize bandwidth usage of the journaling process.
In these cases, the Archive Manager Dataloader can be configured to retrieve the
journaled messages from those sites overnight, thereby spreading network
traffic over 24 hours instead of eight working hours.
Archive Manager provides the option of installing the Organizational form for
‘Stubbed’ messages. By not installing the form for Microsoft Outlook, the
bandwidth requirements of Archive Manager are reduced further as email is not
retrieved from the Archive Manager database when browsed via Microsoft
Outlook; the email is retrieved only when a link in the message is selected.

Distributed Model

The Archive Manager distributed model is best used when an organization has
connected sites with more than 100 users at each, or low bandwidth connections
with potentially fewer users.
To estimate the requirements of different site configurations, see the Hardware
Recommendations chapter of this guide.
Sample distributed model configuration of Archive Manager

10

Deployment Considerations for Microsoft Exchange

Mixed Model

Archive Manager can also be run as a combination of the preceding models. This
is useful, for example, when the distributed model is not applicable, as with a
satellite site of 50 users with no email server, which does not require a dedicated
Archive Manager server.
Archive Manager can be considered a "thin client" solution because it uses a Web
browser for access.
By choosing not to use the installable Microsoft Exchange ’organizational form,’
the bandwidth requirements for Archive Manager’s "clientless" stubbing of
message content can also be reduced considerably over the default installation,
making Archive Manager highly effective in low-bandwidth environments.

Microsoft Exchange Journaling

Microsoft Exchange 2007 includes optional journaling features that can help an
organization meet compliance standards, but that are not installed by default.
The Pre-Installation Preparations chapter in this Guide suggests that you enable
Exchange Journaling, and you can refer to Microsoft’s documentation for
installation and configuration information. For more information about Microsoft
Journaling, refer to this Microsoft article.
Archive Manager lets you configure MAPI data loaders to offload messages from
Exchange Journal mailboxes into Archive Manager. The installation procedures
in this Guide include steps to configure MAPI data loaders for use with Exchange
Journal folders, or you can later refer to the Data Loaders chapter of the Archive
Manager Administration Guide for the procedure.

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12

2

System Requirements

• Messaging System Server Type and Version
• Database Server
• Domains
• Operating System for Servers Running

Archive Manager
• Prerequisites for Servers Running Archive

Manager Services
• Attachment Store Types
• Client Workstation
• Browser Versions
• Mobile Device Browsing of the Archive

Manager Website
• Archive Manager Rights and Permissions

Quest Archive Manager

Messaging System Server Type and Version

Microsoft Exchange, any of:

• Exchange 2010 SP2
• Version 2010 SP1 Update Rollup 6
• Version 2007 SP3
• Version 2007 SP2
• Version 2003 SP2

Note also for the MAPI Journal Data Loader:

• The data loader service user account must have Receive As and View Informa-
tion Store Status permissions to the mail store that contains the journal mailbox.

Do not recycle email addresses. Take care to not re-use abandoned email
addresses, since Archive Manager cannot differentiate between different users
who share the same address, even if they were active at different times. For
example, if a Robert Smith leaves your organization, but another Robert Smith
is hired six months later, and the new hire is assigned the same email address
as the one who left six months ago, Archive Manager will not know that there is
a difference between the two.

Database Server

Any of:

• Microsoft SQL Server 2008 R2, either 32- or 64-bit version
• Enterprise edition RTM or SP1
• Standard edition, RTM or SP1

• Microsoft SQL Server 2008, either 32- or 64-bit version
• Enterprise edition SP2 or SP3
• Standard edition SP2 or SP3

• Microsoft SQL Server 2005, either 32- or 64-bit version of:
• Enterprise edition SP3 or SP4
• Standard edition SP3 or SP4

Notes:

• Two Archive Manager databases should not be installed to the same SQL server
instance. It is fine to install two Archive Manager databases to the same machine if
the machine has two or more SQL Server instances running, and each will host a
single Archive Manager database.

• The Full-Text search feature requires that the SQL bulk insert directory (the FullText
share) reside on the same machine as the Archive Manager SQL server.

• If you are moving from one SQL server to another SQL server, the collation settings
of the Aftermail_temp database and the Archive Manager database itself must
match what existed when the Archive Manager database was first created. As long
as the two settings are maintained as specified for Archive Manager, the SQL server
that houses the Archive Manager database may have a different collation setting
that may be needed for other purposes on that machine. The supported collation
setting is: SQL_Latin1_General_CP1_CI_AS

14

System Requirements

• Use of the "sa" account for operational credentials during installation is not
supported.

Domains

• Windows 2000 mixed (the default in Windows Server 2003)
• Windows 2000 native
• Windows Server 2003 interim
• Windows Server 2003
• Windows Server 2008
• Windows Server 2008 R2

Operating System for Servers Running
Archive Manager

Either:
• Microsoft Windows Server 2008 SP2; 64-bit version
• Microsoft Windows Server 2008 R2 RTM or SP1; 64-bit version
• Microsoft Windows Server 2003 SP1 or SP2; 32-bit version
• Microsoft Windows Server 2003 R2 SP2; 32-bit version

64-bit operating systems are recommended for optimal performance of all
Archive Manager services.

The Archive Manger Full Text Index (FTI) and the Archive Manager Full Text
Search Service (FTS) can run as a native 32-bit or 64-bit application. If you
are experienceing Out of Memory exceptions when running the FTS, running
the FTS on a 64-bit operating system will help resolve these exceptions.

Prerequisites for Servers Running Archive
Manager Services

All of:
• Microsoft .NET Framework 3.5 SP1
• Microsoft Visual C++ 2008 SP1 Runtime (32-bit VCRedist 2008 SP1):
vcredist_x86.exe
• Either of:
• Microsoft Exchange System Manager 2003 (Exchange 2003).
• Microsoft Exchange Server MAPI/CDO 1.2.1 (Exchange 2007/2010).

Note: Microsoft Windows Server 2008 R2 requires MAPI/CDO 1.2.1
build 6.5.8211, 6.5.8190.0, or 6.5.8165.0.

• SQL Native Client (sqlncli.msi). SQL Native Client 2005 is required. SQL Native
Client 2008 is not supported.

• The ArchiveMgr_Service user must be added to the Archive Manager Exchange
View-Only Administrators security group.

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Note also for the Exchange Store Manager (ESM) and Remote ESM:
• MAPI CDO and SQL Native Client are required for any ESM installation.
• The service user account must have Receive As and View Information Store
Status permissions to the mail store from which the ESM will export mailboxes.
• All files named mapisvc.inf on the machine where Archive Manager is installed must
have the FullAccess privilege set for the Archive Manager service users group.
• For the Remote ESM, the user that the Remote ESM is running as must have the
"Log on as a service" right.

Note: You can pre-install .NET Framework 3.5 SP1, the SQL 2005 native client,
SP1 and vcredist_x86 (version 2008 SP1) from the AutoRun program in your
downloaded Archive Manager zip file. If you are installing Archive Manager to a
different system than the one running the installer, then .Net 3.5 SP1 must be
pre-installed (before running the installer).

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 URL set to the first, original server.

If running in an SBS (Small Business Server) environment: Archive
Manager must reside on an SBS-member server that meets the specifications for
an Archive Manger server.

In a parent/child domain configuration: If you are installing Archive Man-
ager in the child domain, you must create two accounts: an Exchange Store
Manager account in the child domain for the Archive Manager installation, and
another Exchange Store Manager account in the parent domain.

To enable text-string searches and indexing of file attachments: You
must install IFilters for the file types you want to search and index:

• Microsoft offers a free pack of IFilters for its Office 2007 file types at
http://www.microsoft.com/downloads/details.aspx?FamilyId=60C92A37-719C-407
7-B5C6-CAC34F4227CC&displaylang=en (link current as of this release). This Filter
Pack includes IFilters for the following formats: .docx, .docm, .pptx, .pptm, .xlsx,
.xlsm, .xlsb, .zip, .one, .vdx, .vsd, .vss, .vst, .vdx, .vsx, and .vtx.

• IFilters for earlier-version Office file extensions (.doc, .rtf, .xls, .ppt, etc.), and for
.txt, .htm and .html files, are installed with Microsoft Windows, and so should
already reside on the Archive Manager server. You can verify their installation, and
track and manage your IFilters generally, with a third-party IFilter browser; several
are available at little or no cost from independent vendors.

• Adobe bundles a copy of its PDF IFilter version 9 with its free Adobe Reader 9
software, and offers a free IFilter 9 for 64-bit platforms separately. Quest
recommends you use Adobe version 9 PDF IFilters, or FoxIt IFilters.
For Windows 2003 installations, Quest recommends that Win 2003 SP2 be installed,
since Service Pack 2 will install newer versions of the native Office IFilters. We also

16

System Requirements

recommend that you download and install the 2007 Office System Converter:
Microsoft Filter Pack.

The FTI invokes only a single IFilter when indexing message attachments, so
(for example) the contents of a PDF nested within a zip file are not indexed
and are therefore invisible to a search. For a zip file the FTI uses only the zip
IFilter, which does support indexing some simpler file formats (txt, doc, etc.),
but not a nested PDF.

Additional Prerequisites for All Servers
Running Archive Manager Websites

• Microsoft Internet Information Services (IIS) version 6.0, 7.0, or 7.5
Note: The Archive Manager installer will detect whether IIS 6.0, 7.0,
or 7.5 is installed, and will set up classic or integrated app pools
accordingly.
Also Note: For IIS 7.0 and 7.5, certain role services are required to
be manually selected and installed on the web server in order for the
Archive Manager Website to run correctly. These roles include:
Common HTTP Features; Static Content ; ASP.net; ASP; Basic
Authentication; Windows Authentication; IIS Management Tools and
Scripts; and IIS Management Console.

• Microsoft ASP.NET (component of Windows, any supported Windows version).

Attachment Store Types

Some attachment store types are deprectaed in Archive Manager for new
installations. Existing customers on deprecated file storage types are fully
supported and will continue to be supported until a migration plan is in place and
a migration tool is available to move to a new storage type.

EXTERNAL STORAGE TYPE ARCHIVE MANAGER VERSION FOR
DEPRECATION

File System Supported.

NetApp SnapLock7.2.4 Supported.

EMC Centera 4.1.1, 4.1, 4.0, Supported.
or 3.1.4

BridgeHead HT FileStore with Deprecated. Only upgrades supported.
HDR 2.2-20, Build 23007

IBM DR-550 version 5.4.1 Deprecated. Only upgrades supported.

(Version 5, Release 4, Level 1)

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Quest Archive Manager

Performance Tip: A full or nearly full attachment store can dramatically slow
loading of the Archive Manager website due to disk-read bottlenecks. Quest
recommends a minimum buffer of 300MB free space on all attachment store
volumes to preempt such performance issues.

Client Workstation

Stripped message reconstruction using the Outlook Form requires the following:

• Microsoft Outlook 2010 (RTM or SP1), 64-bit or 32-bit, running on Windows 7
(SP1), or

• Microsoft Outlook 2010 (RTM or SP1), 32-bit, running on Windows XP (SP2 or SP3),
or

• Microsoft Outlook 2007 (SP1 or SP2), or 2003 (SP3), running on Windows Vista
(RTM, SP1, or SP2), or

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

The Offline Client requires the following:

• Not supported for Microsoft Outlook 2010.
• Microsoft Outlook 2007 (SP1 or SP2), or 2003 (SP3), all 32-bit, running on Windows

Vista (RTM, SP1, or SP2), or
• Microsoft Outlook 2007 (SP1 or SP2) or , 2003 (SP3), all 32-bit, running on

Windows XP (SP2 or SP3)

The PST Import Wizard requires the following:

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

• Microsoft Outlook 2010 (RTM or SP1), 32-bit, running on Windows XP (SP2 or SP3),
or

• Microsoft Outlook 2007 (SP1 or SP2), or 2003 (SP3), all 32-bit, running on Windows
Vista (RTM, SP1, or SP2), or

• Microsoft Outlook 2007 (SP1 or SP2), or 2003 (SP3), all 32-bit, running on Windows
XP (SP2 or SP3), and

• Windows Installer 3.1 or later (only for installation)
• Microsoft .NET Framework Version 3.5 SP1
• Microsoft Visual C++ 2008 SP1 Runtime (VCRedist 2008 SP1).

The Search Exporter requires the following:
• Microsoft Outlook 2010 (RTM or SP1), 32-bit, running on Windows 7 (SP1), or
• Microsoft Outlook 2010 (RTM or SP1), 32-bit, running on Windows XP (SP2 or SP3),
or

18

System Requirements

• Microsoft Outlook 2007 (SP1 or SP2), or 2003 (SP3), all 32-bit, running on
Windows Vista (RTM, SP1, or SP2), or

• Microsoft Outlook 2007 (SP1 or SP2), or 2003 (SP3), all 32-bit, running on
Windows XP (SP2 or SP3), and

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

Browser Versions

Any of:
• Microsoft Internet Explorer 9, 8, or 7.
When using enhanced security on any server-based operating system, the
Archive Manager Website must be added to the list of trusted sites to work
correctly.
• Firefox 4.0 or later running on Windows or Macintosh.

Mobile Device Browsing of the Archive
Manager Website

Either of:
• Microsoft Windows Mobile 5.0.
• BlackBerry 4.1.4a or 4.1.6. Although versions 4.1.1, 4.1.4 and 4.1.5 have not been
explicitly tested for this release, no changes have been introduced that are likely to
affect their usability. The server OS must be 32-bit.

Archive Manager Rights and Permissions

Administrator Account: The account you are logged in with when you run the
Archive Manager Install program. Should not be confused with the Installation
Account (although they may be the same).

• The user who runs the installer must be an administrator over all the computers
involved, as well as on the SQL Server and the Exchange Server.

• The account you specify during the installation must have the same permissions.

Installation Account: Specified when running the installer. Used to run the
"Remote Installer" service on machines nominated during the install.

• Account is used by installer to deploy a "Remote Installer" service to each machine
to install Archive Manager components. This user must also be a domain user and
not a local computer user. As such, it should have local admin access on the
Application and Web Server machines. This user must also have RunAs Service
rights; all remote machines must have Administrator shares turned on. This account
is typically a Domain Administrator.

Service Account (default account name is ArchiveMgr_Service): Specified
after the Database Install/Upgrade in the installer. Used by the Directory Con-
nector, Alert Service, Full-Text Index, Full-Text Search and Message Retention

19

Quest Archive Manager

Services. If no Journal dataloader is created at install time, then this account
will be used for the Data Load Service too.

• Account is granted full access to the Archive Manager and AfterMail_TEMP databases
by the installer.

• Requires read access to AD, and to the Exchange Organization so it can determine
Storage Group information.

• Must be in the Users group on the local machine, and a member of the local IIS_WPG
group on the Web Servers. This is typically done by the installer.

• Is a member of ArchiveManagerServiceUsers group.
• You may want to add the service account to the Domain Administrators group. This

will ensure that the Active Directory Connector has access to deleted user accounts
for the purpose of disabling the accounts in Archive Manager. Or, Microsoft provides
a program that grants Administrator rights on a per user basis. The utility is
available at http://support.microsoft.com/kb/892806.

Journal Account (default account name is ArchiveMgr_Journal): Specified
after the Database Install/Upgrade in the installer. Used by the Dataloader. This
is configured for use by the DataLoader only if a Journal DataLoader is config-
ured. If Journaling is not present, then the ArchiveMgr_Service user is used.

• Account requires "Receive-As" rights to any account nominated as a Journal Mailbox
Account. This user must also be an Exchange View-Only Administrator.

• Should be a Domain User; does not need to be an Administrator.
• Is a member of ArchiveManagerServiceUsers group.

ESM Account (default account name is ArchiveMgr_ESM): Specified after the
Database Install/Upgrade in the installer. Used by the Exchange Store Manager
Service.

• Account needs access to all mailboxes; however this permission is granted to the
group Archive Manager Exchange Admins, rather than to the account itself.

• Should be a domain user; does not need to be an Administrator.
• Is a member of ArchiveManagerServiceUsers group.

ArchiveManagerServiceUsers Group: A Domain Group containing the Ser-
vice, Journal and ESM accounts.

• Group is used by installer to apply permissions to file-system locations used by
Archive Manager.

Archive Manager Exchange Admins Group: A Domain Group containing the
ESM Account. Note that this group is not created by the Quest installer, so must
be created manually. Quest recommends this account be created before Archive
Manager is installed.

• Group must contain the ArchiveMgr_Service and ArchiveMgr_ESM users. If
journaling is enabled on the Exchange Server and a MAPI DataLoader is required,
then the ArchiveMgr_Journal user must also be added to this group. This group must
be granted Exchange "Receive-As" permission on all mailboxes. Should also be a
member of the Exchange View-Only Administrators group.

• If a new Exchange mailbox store is added after Archive Manager is installed, the
permissions for this group must be set again. Otherwise, an error may occur when
the ESM processes mailboxes in the new mailbox store.

20

3

Hardware
Recommendations

• Archive Manager Services Server
• Archive Manager SQL Database Server
• Archive Manager Hardware

Recommendations
• Sizing the Microsoft SQL Database and

Archive Manager Attachment Store

Quest Archive Manager

Archive Manager Services Server

The services listed below are installed on the Archive Manager Services Server.
These services can also be spread among other server hardware.

• Active Directory Connector (ADC): The ADC synchronizes Archive
Manager with users and security maintained in your existing Active
Directory store.

• Exchange Store Manager (ESM): The ESM synchronizes Archive
Manager with the current state of the enterprise’s Exchange mail
server.

• Data Loader: The Data Loader populates Archive Manager with email
messages from the enterprise mail server and/or other data sources.

• Search Service: The Search Service consists of two separate
services: the Full Text Index Service (FTI) and the Full Text
Search Service (FTS). The Full Text Index Service indexes the full
text of messages within the Archive Manager store, storing security
context as well, for high-speed full-text searches. The Full Text
Search Service performs full-text searches against the Archive
Manager Full Text Index, providing results to the Archive Manager
core search engine.

• Message Retention Policy Service: The Retention Policy Service
deletes email messages from the archive according to the retention
rules and policies defined in the Retention Policy Editor.

• Alert Service: The Alert Service runs SQL queries on the Archive
Manager database, and WMI queries on your server and sends Alert
emails.

• Website: The Archive Manager website allows you to search your
archive and administer various components of Archive Manager. The
installer can place the Archive Manager website on a different server
than the services server.

Archive Manager SQL Database
Server

The Archive Manager SQL database server performs the following function listed
below.

• The Archive Manager SQL database server hosts your the Archive
Manager database, which contains all message and user data, except
for attachments.

22

Hardware Recommendations

Archive Manager Hardware
Recommendations

This following section shows the estimated hardware recommendations for
Archive Manager Services server and SQL Database server. These are minimum
recommendations and are subject to change based upon your messaging
environment. For operating systems and other software requirements, see the
System Requirements earlier in this Guide.

SQL Server

• Memory*: The total amount of required operating memory may be
lower during initial archiving. As more data is archived and indexed,
the memory footprint will increase.

• AM Database Data**: Database read/write speeds are key to
Archive Manager performance. The faster the data can be read from
the database, the faster a request is returned to the user.

23

Quest Archive Manager

Archive Manager Server

• CPU (Total Cores)*: The total amount of required CPU cores increases
as the number of active threads increases. The store management
service will export a single mailbox in a single thread. More active
threads allow a faster ingestion rate. Full Text Index also has the
ability to run multiple processing threads. The administrator needs to
find the appropriate balance.

• Memory**: The total amount of required operating memory may be
lower during initial archiving. As more data is archived and indexed,
the memory footprint will increase.

• Index Disk(s)***: The performance of the index disk will greatly
impact the general performance of the product. For best results, use
dedicated attached storage. New indexing technology allows the
ability to span the index across multiple disk for both performance and
fault tolerance.

• Attachment Disk****: The performance of the attachment disk has
less impact on the general performance of the product, but for the
fastest retrivals, a faster disk is recommended.
When running the 64-bit Archive Manager Full Text Search Service, a
minimum of 8 GB RAM is recommended. The total amount of memory
recommended can be calculated by determining the disk space used by the
indexes (messages + attachments) in GB, dividing that number by 100, and
adding it to the 8 GB RAM minimum. For example, if the total space used for
your indexes is 400 GB, then you should have (8 + 400/100) or 12 GB of
RAM installed on your Archive Manager system.

24

Hardware Recommendations

Dedicated IIS Server

• Dedicated IIS Server*: The IIS Server can host multiple instances
of the Archive Manager website. The website also supports Network
Load Balancing (NLB) with IP-based affinity. Multiple web servers can
be configured to host muliple Archive Manager website instances.

• CPU (Total Cores)**: Total cores required will vary based on
message policies. If stubbing is used, consider your environment
moderate access or heavy access and plan accordingly.

• OS Disk***: The OS disk will store attachments temporarly while
users are downloading them. Disk speeds are typically not a
bottleneck.

25

Quest Archive Manager

Sizing the Microsoft SQL Database
and Archive Manager Attachment
Store

Archive Manager’s storage recommendations must be considered when planning
storage, whether the data is to be stored on the same hardware as the software
or stored on a separate high-speed disk. Specifically, there needs be either
capacity for growth of archive data when Archive Manager is installed or the
ability to increase capacity as the archive grows, or both.

Archive Manager can easily be backed up and restored to different
hardware to increase performance or capacity; even the “stubbed”
messages within Microsoft Exchange are seamlessly re-associated with the
Archive Manager archive.

The Archive Manager database must always be stored on high performance
disks, such as a local SCSI RAID 5 disk (with as many physical spindles as
possible), or a fast high-speed attached disk.

The Archive Manager attachment store may be stored on a slower disk to reduce
cost, as archived attachment retrieval is not as speed-sensitive as a database.

NUMBER OF NUMBER OF SQL SERVER FULL ATTACHMENT
USERS MESSAGES DATABASE TEXT STORE (GB)
(MILLIONS) (GB) INDEX
100 40
1,000 1 4 1.6 400
5,000 40 16 2,000
10,000 10 200 80 4,000
400 160
50

100

Important: For best performance, Quest recommends that the full-text
index files not reside on the same physical disk as other Archive Manager
data repositories—neither the SQL database nor an attachment store.

26

4

Pre-Installation
Preparations

• Configure the Archive Manager Services
Server

• Configure the Archive Manager Database
Server

• Configure The Exchange Server

Quest Archive Manager

Before installing Archive Manager, complete the following pre-installation steps:
• Install the required prerequisites and configure the Archive Manager
Services server
• Set up and configure the Archive Manager Database server.
• Create the accounts required for Archive Manager and grant
permissions.
• Configure your Exchange server for journaling, if necessary.
You can install Archive Manager Services and the Archive Manager Database
on the same computer

Each of these steps is explained in detail in the sections below.

Configure the Archive Manager
Services Server

Complete the following steps to ensure that the Archive Manager Services
server is properly installed and configured. See the System Requirements chap-
ter for required versions of the components cited below.

STEP DESCRIPTION
1. Update the Server

Install the latest supported service pack levels for use with Archive Manager.
2. Configure Antivirus Software

Configure your antivirus software as follows:
• Disable real-time scanning.
• Prevent your antivirus software from scanning the Data Load directory
and the Microsoft SQL Server database files.
• Remove Antivirus scanning from the %temp% directory.

28

Pre-Installation Preparations

STEP DESCRIPTION
3. Configure Your Firewall

Configure your firewall as follows:
1. If you are installing Archive Manager from a remote computer, open port
8686 for the Installation Wizard. The port should be opened during the
installation session only.
2. If you are planning to install web services and the Full-Text search
service on separate computers, open port 8687 for the Archive Manager
search service.
Note that this is not the common configuration, but it is available if
needed. If an application-level firewall is installed, the Archive Manager
Full-Text Search Service must be allowed to listen on port 8687.

4. Install IFilters (optional): Install third-party IFilters to enable searching
attachment file formats. Searching and indexing of all attachment file types is
enabled by the installation of particular IFilters for particular file types. See
the System Requirements chapter of this guide for more information about
obtaining the IFilters you need.

5. Create a DNS Entry (optional): Create a DNS entry for "ArchiveManager"
that points to the Archive Manager web server. If necessary, refer to
Microsoft’s KnowledgeBase article #814591 (link current as of this document
release) for more information.

Configure the Archive Manager
Database Server

STEP DESCRIPTION
1. Install Microsoft SQL Server.

Ensure the folder containing the database files is not compressed.
2. Configure the SQL Agent Service

Make sure the SQL Agent service is started and that its startup method is set
to Automatic.

29

Quest Archive Manager

Create Accounts and Grant
Permissions

Archive Manager requires the creation of several accounts and one group in
Active Directory Users and Computers:

When creating the accounts, remember to clear the User must change
password at next logon checkbox and mark Password never expires.

ACCOUNT OR GROUP PURPOSE

Exchange Storage Manager This account will be used to run the Exchange Store
account Manager Service. If you have a parent/child domain
(ArchiveMgr_ESM) setup and are installing Archive Manager in the child
domain, you need to create two accounts. An
Exchange Store Manager account must be created in
the child domain for the Archive Manager installation,
and another Exchange Store Manager account must
be created in the parent domain.

Archive Manager Service This account will be used to run other Archive Man-
account ager services, the Web site, and any other processes
(ArchiveMgr_Service) that do not require specific access to Exchange.

Journaling account This account will be used to access the journal
(ArchiveMgr_Journal) mailbox. Remember to make the account
mailbox-enabled.

Global security group This group will include the Exchange Storage Manager

(ArchiveManagerServiceUsers) account and the Journaling account.

Archive Manager Exchange A Domain Group containing the ESM Account. Note
Admins Group that this group is not created by the Quest installer, so
must be created manually. This account should be
created before Archive Manager is installed. Group
must contain the ArchiveMgr_Service and Archive-
Mgr_ESM users. If journaling is enabled on the
Exchange Server and a MAPI DataLoader is required,
then the ArchiveMgr_Journal user must also be added
to this group. This group must be granted Exchange
"Receive-As" permission on all mailboxes. Should also
be a member of the Exchange View-Only Adminstra-
tors group.

30

Pre-Installation Preparations

Grant Permissions to the Exchange 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.

We recommend that you create the Archive Manager Exchange Admin
group and grant permissions to the group; however, you can instead just grant
the permissions to a user. The advantage to adding the permissions to a group
is that you don’t have to modify Exchange if you want to change the user; you
can just add a user to or remove a user from the group.

Permissions can be granted at various levels within Exchange: at a site level,
across multiple servers, on an individual server, or for a single mailbox.

To grant permissions in Exchange 2010

1. Add <your Archive Manager user or group> to the "View-Only
Organization Management" role group.

2. Run this PowerShell command:
get-mailboxdatabase | add-adpermission -extendedright receive-as
-user <your Archive Manager user or group>.

These permission changes may take quite some time to propagate. To speed
the process, it may be worth restarting the Exchange Information Store
service or rebooting the Exchange server.

Confirming Permission Configuration

To test your changes, go to a PC that has Microsoft Outlook installed and sign in
as the user or a user in the group to which you granted permission. Try to add
the new mailboxes that have been created to that user's profile. If the user is
able to access those mailboxes, the security has been configured successfully.

To grant permissions in Exchange 2007

1. Add <your Archive Manager user or group> to the "Exchange View
Only Administrators" group.

2. Run this PowerShell command:
get-mailboxdatabase | add-adpermission -extendedright receive-as
-user <your Archive Manager user or group>.

These permission changes may take quite some time to propagate. To speed
the process, it may be worth restarting the Exchange Information Store
service or rebooting the Exchange server.

31

Quest Archive Manager

Confirming Permission Configuration

To test your changes, go to a PC that has Microsoft Outlook installed and sign in
as the user or a user in the group to which you granted permission. Try to add
the new mailboxes that have been created to that user's profile. If the user is
able to access those mailboxes, the security has been configured successfully.

To grant permissions in Exchange 2003

1. In Exchange System Manager, right-click the desired administrative
group and select Properties from the shortcut menu.
If administrative groups are not displayed:
1. Right-click your Exchange organization node and select
Properties from the shortcut menu.
2. In the organization Properties dialog, select the Display
administrative groups check box. Click OK.

2. In the admin group Properties dialog, go to the Security tab.
If the tab is not displayed, follow these steps:
a) Close the administrative group’s Properties dialog and then close
Exchange System Manager.
b) Start the Registry Editor (regedit).
c) Navigate to the following key:
HKEY_CURRENT_USER\Software\Microsoft\Exchange\ExAdmin
d) On the Edit menu, click Add Value, and then add the following
registry value:
• Value Name: ShowSecurityPage
• Data Type: REG_DWORD
• Value: 1
e) Close the Registry Editor.
f) Repeat steps 1 and 2.

3. On the Security tab, select a group from the list or add a new one.
4. Make sure that all permissions are allowed for the group account,

including Receive As.
5. Make sure that no permissions are denied for the group.
6. Click OK.

Testing the Permissions: To test the changes you have made, go to a
computer with Microsoft Outlook installed and sign in either as the user to which
you granted permissions or as a user in the group to which you granted
permissions. Try adding the new mailboxes that have been created to that user's
profile. If the user is able to access those mailboxes, the permissions have been
configured correctly.

32

Pre-Installation Preparations

Grant Permissions to the Archive Manager Service Account
This section explains how to grant the required permissions to the Archive
Manager Service account.
Granting Permissions in a Windows 2003 Domain

1. Run Active Directory Users and Computers.
2. Right-click the root Active Directory domain and select Delegate

Control from the shortcut menu.
3. On the Welcome screen, click Next.
4. On the Users or Groups screen, click the Add button and specify

the ArchiveMgr_Service account. Click OK and then Next.
5. On the Tasks to Delegate screen, select the Read all user

information check box and click Next.

33

Quest Archive Manager

If the Read all user information task is not listed, it means
that the account already has all required permissions, and you
do not need to take any further actions. Click Cancel to exit.
6. Click Next and then Finish to apply your changes and exit the
wizard.
Grant Permissions in a Windows 2000 Domain
To ensure that the Archive Manager Service user has Read access to Active
Directory:
1. Run Active Directory Users and Computers.
2. Right-click the root Active Directory domain and select Delegate
Control from the shortcut menu.
3. On the Welcome screen, click Next.
4. On the Users or Groups screen, click the Add button and specify
the ArchiveMgr_Service account. Click OK and then Next.
5. On the Tasks to Delegate screen, select the Create a Custom
Task to Delegate option, and click Next.
6. On the Active Directory Object Type screen, select the This
folder, existing objects in this folder, and creation of new
objects in this folder option, and click Next.
7. On the Permissions screen, select the General and
Property-specific check boxes.
8. Select the Read checkbox from the Permissions list.

34

Pre-Installation Preparations
9. Click Next and then Finish to apply your changes and exit the

wizard.
For the AD Connector to pick up the storage groups and mailstores, the
"view-only" (or greater) controls must be delegated to the service user
on the relevant administrative group in Exchange System Manager
(required for Exchange 2003). For Exchange 2003, complete the
following steps:

1. Run Exchange System Manager.
2. Right-click the Exchange Organization name and select Delegate

Control from the shortcut menu.
3. On the Welcome screen on the Exchange Administration

Delegation of Control Wizard click Next.
4. On the Users or Groups screen, click the Add button.
5. On the Delegate Control screen click Browse and specify the

ArchiveMgr_Service account.
6. Select Exchange View Only Administrator (or higher) role from

the Role drop-down list and click OK.

7. Click Next and then Finish to apply your changes and exit the
wizard.
35

Quest Archive Manager

Configure The Exchange Server

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 com-
pliance, 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.

Instructions to configure an Exchange 2007 or 2003 server follow the Exchange
2010 instructions.

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>

Create a Journal Mailbox in Exchange 2010

1. Create a new mailbox on the Exchange Server for Archive Manager.
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.

36

Pre-Installation Preparations

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 checkbox unselected.
9. Select the Enable Rule checkbox 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 2007, you must configure the Hub Transport Receive Connector to
accept anonymous connections.

To configure the Hub Transport, use the Exchange Management Console (EMC):

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. Click the Anonymous users checkbox.
5. Click Apply.

To Configure Exchange 2007

1. Open the Exchange Management Console.
2. Right-click the Organization Configuration node.
3. Select Add Exchange Administrator… .
4. On the Add Exchange Administrator screen, click the Browse…

button that is next to the Select the user or group to add as an
Exchange administrator text field.
5. On the Select User or Group to Delegate screen, select the
ArchiveMgr_Service user.
6. Click OK.
7. In the Select the role and scope of this Exchange
administrator option list, select the Exchange View-Only
Administrator role option.

37

Quest Archive Manager

8. If you have multiple servers, add all servers that Archive Manager
will archive to the Select the server(s) to which this role has
access list box.

9. Click Add.
10. Click Finished.

Create a Journal Mailbox in Exchange 2007

1. Create a new mailbox on the Exchange Server for Archive Manager.
For example, name the mailbox ArchiveMgr_Journal.

2. Create a recipient object in the Microsoft Exchange Management
Console.
The recipient should be an Exchange 2007 mailbox set up specifically
for journaling.

To Implement Journaling Rules for Exchange 2007

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 Journaling 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 checkbox unselected.
9. Select the Enable Rule checkbox 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 2007

To allow the Archive Manager Website to send email using SMTP through
Exchange 2007, you must configure the Hub Transport Receive Connector to
accept anonymous connections.

38

Pre-Installation Preparations

To configure the Hub Transport, use the Exchange Management Console (EMC):

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. Click the Anonymous users checkbox.
5. Click Apply.

To Configure Exchange 2003

1. Turn on Envelope Journaling: Use the Email Journaling Advanced
Configuration tool, exejcfg.exe. You can run the tool from any
server with access to Active Directory, but we recommend you run it
from the domain controller.
You can download the tool from the Microsoft Web site. For
instructions on downloading the tool, please follow this link:
http://support.microsoft.com/?id=834634

Once you have downloaded the archive and extracted the
exejcfg.exe tool:

a) Open a command prompt.
b) Go to the directory that contains exejcfg.exe.
c) Run the command exejcfg -e to turn on envelope journaling.
2. Enable journaling for a mailbox store. Repeat these steps a, b and c
for each mailbox store for which you want to enable journaling:
a) In Exchange System Manager, right-click the mailbox store, and

then click Properties.
b) On the General tab, select the Archive all messages sent or

received by mailboxes on this store checkbox, and then click
Browse to select a mailbox-enabled account
(ArchiveMgr_Journal) for the archived messages.
c) Click OK.

To learn more about journaling, please refer to the Microsoft document
“Journaling with Exchange Server 2003,” available at
http://www.microsoft.com/technet/prodtechnol/exchange/2003/library/jour
naling.mspx. If you want to learn about alternative ways of enabling the
feature, please refer to article 843105 in the Microsoft Knowledge Base.

39

Quest Archive Manager
Since Archive Manager archives messages from the Inbox folder of journaling
mailboxes, avoid configuring rules and Mailbox Management for the journaling
mailboxes.

40

5

Installing Archive
Manager with Exchange

• Permissions Required for Installation
• Installation Instructions
• Installation Instructions

Quest Archive Manager

Permissions Required for Installation

The user who runs the installer must be an administrator over all the computers
involved, as well as on the SQL Server and the Exchange Server.
The account you specify during the installation must have the same permissions.

For the installation, you can simply use an account that is a member of the
Domain Admins group.

Installation Instructions

To Access the Installer for Archive Manager

1. From the Archive Manager installation CD, run the AutoRun
program.

2. Click the Install tab.
3. Under Product, click the Archive Manager link to run setup.

The installer can be started automatically from setup, or by going to
...Program Files\Quest Software\Archive Manager\Installer after
running setup.

In addition to providing a link to the Archive Manager installer, the AutoRun
program provides other useful information about Archive Manger including: a
link to distribute the Outlook Form, prerequisites and redistributables,
integrations, documentation, information on the Archive Manger Online
Community, and contact information.

Please refer to the System Requirements chapter of this guide prior to
installing Archive Manager.

To Install Archive Manager
1. On the Welcome screen, click Next.
2. On the Archive Manager End User License screen, read the
license agreement and then select the I have read and agree to
the license terms checkbox.
3. Click Next.
4. On the License Key Details screen, specify the name of your
company and the license key (both are case-sensitive).
5. Click Next.

42

Installing Archive Manager with Exchange

6. On the Archive Manager Installation Targets screen, select
Install (or re-install) an Archive Manager instance.

If you are upgrading Archive Manager to the current version, select the
Upgrade option instead. Then complete the upgrade procedure described in
the chapter Reinstalling/Upgrading Archive Manager.
If uninstalling, select the Uninstall option. Note that uninstalling removes
Archive Manager services and the website. It does NOT remove the database
or attachment store.
7. In the Target Email Server drop-down list, select your email server
type from the list.
8. Click Next.
9. On the Administrator Credentials screen, specify credentials for
the account that will be used by the installation wizard. Note that
this account must be a domain administrator, and must be specified
in the format DOMAIN\Username.
10. Click Next.
11. On the SQL Server Database Information screen, specify the
following:
a) The name of the SQL Server you plan to use.
b) In the Installation Credentials area, select an authentication

mode and specify credentials, if required. The authentication
mode you specify will be used to install the Archive Manager
database.
c) In the Operational Credentials box, select an authentication
mode and specify credentials, if required. The authentication
mode you specify will be used to manage the Archive Manager
database. Windows Integrated Authentication is recommended.

Note that Archive Manager does not support the use of the
"sa" account if SQL authentication is used.

12. Click Next.
13. On the Database Installation or Upgrade screen, select either to

install a new Archive Manager database and specify a database name
(the default name is ArchiveManager), or to upgrade an existing
Archive Manager database and select the database from the list.
14. Click Next.

43

Quest Archive Manager

15. The Database Installation Progress screen is displayed.
When the database installation has completed, the following options
are available:

• If warnings or errors have been encountered, a Summary button is
displayed. Click the Summary button to view the warnings and/or
errors.

• Click the View Log button to view the Installation log.
If you encounter errors and then correct them, you can perform the
installation again without exiting the installer by clicking the Previous
button. This takes you back to the Summary screen. Click Next to
run the installation again.

16. Click Next.
17. On the Service User Credentials screen, specify the following:

a) Credentials for the Archive Manager Service account
(ArchiveMgr_Service)

b) Credentials for the journaling account (ArchiveMgr_Journal)

c) Credentials for the Exchange Storage Manager account
(ArchiveMgr_ESM)

d) Name of the Archive Manager service group
(ArchiveManagerServiceUsers)

18. Select the Managed password checkbox to let Archive Manager
manage passwords for the accounts, if desired.
It is recommended that you leave this box unchecked.

19. Click Next.
20. On the Archive Manager Service Setup screen, specify the

following information:
a) Archive Manager Services Server name: The computer that

will host Archive Manager services.

b) Base Data Directory: The directory for the Quest Archive
Manager data. This directory will contain archived data only, not
including the full-text index or the attachment store.

c) Start services after installation: If marked, Archive Manager
services will be started immediately following installation.
If the Installer starts Archive Manager services immediately
after installation, before you have had a chance to define a
default policy or user policy, then all mail will be exported as
soon as Archive Manager launches. If you do not want to
export all mail, be sure to unmark this checkbox.

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Installing Archive Manager with Exchange

d) The Reset directory permissions checkbox determines whether
Archive Manager will keep or overwrite any existing folder
permissions.

Note: Unmark this checkbox if you want to prevent Archive
Manager from overwriting existing folder permissions—e.g.,
in an upgrade or reinstallation.

e) The Install Outlook form into Exchange checkbox is checked
by default. Uncheck this box if you do not want Archive Manager
to generate shortcut messages. If you wish to install the Outlook
form into Exchange, available forms include the following:

English - Outlook icons English - Archive Manager icons
German - Outlook icons German - Archive Manager icons
Italian - Outlook icons Italian - Archive Manager icons

The default form is English with Outlook icons. To select one of the
other available forms, click the Browse button to open the Find
Outlook Form drop-down list.

The Outlook form can be installed automatically if public folders
are enabled and you have selected the Install Outlook form
into Exchange checkbox during Archive Manager installation. If
public folders are not enabled, the Outlook Form can be installed
via the Archive Manager Outlook Components tool. See the The
Archive Manager Outlook Components Tool section. If the form
is not installed, a user can easily access an archived message
via a shortcut displayed in the body text of the stub.

21. Click Next.
22. On the Archive Manager Mail Server Setup screen, specify the

name of your SMTP server.
• If you want Archive Manager to use SMTP authentication, provide

the SMTP login and password.

23. Click Next.

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Quest Archive Manager

24. On the Web Site Setup screen, specify the following:
• Server Name: Server on which to install the Archive Manager
Web Site.

Quest recommends installing the Archive Manager Website and
SQL Server Reporting Services for SQL 2008 (optional) on sepa-
rate machines. Alternately, if the same machine is used, the Vir-
tual Directory name and host header values for the SQL Server
Reporting Services should be changed to non-conflicting values.
This is typically configured using the Reporting Services Configu-
ration Manager. (SQL 2008 Reporting Services are not required
by Archive Manager or SQL Server.)

• Web Site Name: Name for the Archive Manager site.

• Host Header: Name of the server without the protocol prefix
(without "http://" or "https://").

• IP address (optional entry): IP address of the web server.

• Port: Port number (default=80) for the Archive Manager web
server.

• Local Administrator Password: Password for the Archive
Manager administrator. You cannot leave the password blank.
Note that the Archive Administrator’s login name is Admin, and
this cannot be changed at the time of installation.

25. Click Next.
26. On the Attachment Store Type screen, select a type for the

attachment storage. Details on each storage type can be found in
Appendix A, Attachment Store Types.
The following types are available:

TYPE DESCRIPTION

File System The most commonly used storage type. If you are
unsure, it is recommended that you select this type.
EMC Centera
BridgeHead HDR Content-addressed storage solution from EMC.
IBM DR550
NetApp SnapLock HyperTape Data Repository from BridgeHead.

IBM System Storage DR550

SnapLock provides fast WORM (Write Once Read
Many) storage on magnetic disk.

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Installing Archive Manager with Exchange

An end user must have the TSM client installed on the machine
hosting Archive Manager before choosing IBM DR550. The TSM
client can be downloaded from the IBM web site, but if it is not
installed, Archive Manager cannot communicate with the IBM
DR550.

The IBM DR550 client requires administrator rights on the local
computer. To grant admin rights for the data loader service, add
the ArchiveMgr_Journal user to the local computer’s Administra-
tors group. The Full-Text Index service and Archive Manager Web
site also require admin rights on the local computer to access
the IBM DR550 client. To grant rights, add the ArchiveMgr_-
Serviceuser to the local computer’s Administrators group.

27. Click Next.
28. Depending upon the storage choice entered on the previous screen,

one of the following screens is displayed:
a) If you selected the File System storage type on the previous

screen, the File System Store Setup screen is displayed.
Proceed to the next step.
b) If you selected the EMC Centera storage type on the previous
screen, the EMC Centera Store Setup screen is displayed. See
the EMC Centera section.
c) If you selected the BridgeHead HDR storage type on the
previous screen, the BridgeHead HDR Store Setup screen is
displayed. See the Bridgehead section.
d) If you selected the IBM DR550 storage type on the previous
screen, the IBM DR550 screen is displayed. See the IBM DR550
section.
e) If you selected the NetApp Snaplock storage type on the
previous screen, the NetApp Snaplock screen is displayed. See
the NetApp Snaplock section.

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Quest Archive Manager

29. On the File System Store Setup screen, you are prompted for the
following information about the attachment storage:
• Server Name: Name of computer to host attachment store.
• Share Name: Name of attachment store share.
• Directory Name: Location of attachment store on hard drive.
In addition, select the Store Message data for compliance
checkbox if you want to keep a copy of your message archive outside
of the message database. Specify the location for the compliance
archive.

30. The Compress the File Store checkbox is selected by default.
De-select it if you do not want the attachment store compressed.

31. Click Next.
32. On the Full Text Index Setup screen, select Default

Configuration if you would like your Full Text Index to be
partitioned into default sections. The default configuration is
recommended.
If you have a complex environment that requires custom partitioning
of the Full Text Index, it can be configured through the Archive
Manager Website with the assistance of Quest support.

Mapped drives network drives are not displayed on this screen
because indexing over SMB protocol is not recommended.

33. Select one or more drives that will be used for partitioning the Full
Text Index.

34. Click Next.
35. If you have selected Default Configuration, the Full Text Index

Summary screen is displayed. Read the information on the screen.
36. Click Next.
37. If you did not select Default Configuration on the Full Text Index

Setup screen, the Full Text Index Summary screen is displayed
with a message that the Full Text Index settings must be configured
in the Archive Manager Administration website. Read the information
on the screen.
38. Click Next.
39. On the Server Log Path screen, select the disk drive and location
for an Archive Manager log folder on each server listed. Each drive
has a default path of:
<drive>:\Quest Software\ArchiveManager\Logs.

You can edit the default path and click Appy to save the changes.
Click Reset to revert back to the default path.

40. Click Next.

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Installing Archive Manager with Exchange

41. On the Installation Summary screen, review your setup settings.
42. Click Next to start the installation.
43. The Installation Progress screen is displayed.

The following options are available after the installation has
completed.

• If warnings or errors have been encountered, a Summary button is
displayed. Click the Summary button to view the warnings and/or
errors.

• Click the View Log button to view the Installation log.
If you encounter errors and then correct them, you can perform the
installation again without exiting the installer by clicking the
Previous button. This takes you back to the Summary screen. Click
Next to run the installation again.

44. Click Next when you have completed viewing the information.
45. On the Journaling Configuration screen, review your journaling

configuration:
a) Select the Create a data loader checkbox, if desired.

The Archive Manager Installer may not be able to set up
Data Loaders for complex environments. Users should
instead create a proper configuration file (domains.xml) and
set these attributes manually.

b) Select the servers you want to configure.
If the server name or names are incorrectly listed as
Administrative Groups it means the installer incorrectly
identified the host name for the server(s). Please skip the
Journal Data Loader configuration and continue with the
installation. You can manually create the Journal Data
Loader(s) from the Archive Manager Website after the
installation.

c) Verify that the journal accounts are correct.

d) Check and Save: Click this button to select a journal user name.

The Journaling Configuration and Default Policy
Configuration steps are optional and are available only for
Microsoft Exchange 2000, 2003, and 2007. For Exchange 2007,
the Journaling Configuration screen will not display journal
mailboxes that have been configured on the Hub Transport.

46. Click Next.

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Quest Archive Manager

47. On the Default Policy Configuration screen, select the Create
policies on servers defined below checkbox if you want to archive
all messages on the servers. Select the checkboxes next to the
servers you want to apply the policy to.
The Archive Manager Installer may not be able to set up
message policies for complex environments. Users should
instead create a proper configuration file (domains.xml) and set
these attributes manually.

48. Click Next.
49. The Post-Installation Progress screen displays the progress of the

remaining installation processes.
• If warnings or errors have been encountered, a Summary button is
displayed. Click the Summary button to view the warnings and/or
errors.
• Click the View Log button to view the Installation log.

If you encounter errors and then correct them, you can perform the
installation again without exiting the installer by clicking the Previous
button. This takes you back to the Summary screen. Click Next to
run the installation again.
50. Click Next.
51. The Archive Manager Installation is Complete screen displays
information and instructions for your Archive Manager installation.
Review the information.
52. Click Finish to exit the installation wizard.

After you complete the installation wizard, proceed to the post-installation
actions described in the Post-Installation Tasks chapter.

EMC Centera

On the EMC Centera Store Setup screen, specify the EMC Centera connection
string. Select the Store Message data for compliance checkbox to keep a
copy of your message archive outside of the message database, if desired.

After you have completed entering information on the EMC Centera Store
Setup screen, click Next to proceed to the Full Text Index Setup screen, as
described in the Archive Manager installation steps above.

50