1 Page 1 of 83 Features - Exchange Mailbox Archiver Agent TABLE OF CONTENTS OVERVIEW SYSTEM REQUIREMENTS - EXCHANGE MAILBOX ARCHIVER AGENT INSTALLATION Install the Exchange Mailbox/Public Folder Archiver Agent Install the Exchange Mailbox/Public Folder Archiver Agent - Clustered Environment - Virtual Server MIGRATION ARCHIVING - EXCHANGE MAILBOX ARCHIVER AGENTS RECOVER DATA - EXCHANGE MAILBOX ARCHIVER AGENTS CONFIGURATION Agents Archive Sets Subclients MANAGEMENT Archive History Recovery History ADDITIONAL COMPONENTS Outlook Add-In - Administrators Outlook Add- In - End-Users
2 Page 2 of 83 Overview - Exchange Mailbox Archiver Agent Choose from the following topics: Introduction Supported Data Types Tree Levels in the Exchange Mailbox Archiver Agent License Requirement Installation Configuration Archive and Recovery Outlook Add-In Using the Archive List Recovering a Mail Message Offline Archiving Exchange WebProxy Archiver Agent Outlook Web Access (OWA) Disaster Recovery Considerations INTRODUCTION The size of Exchange Server Information Store will grow over time. To keep its size under control, administrators and users have to either delete or archive unwanted messages periodically to release mailbox disk space. However, the archived messages usually reside on users workstations as.pst files, which is difficult to manage. So it is necessary to have centralized migration management to keep the size of mailboxes within a healthy range, as well as to provide easy access to the archived messages. The Exchange Mailbox Archiver Agent is designed for the above purpose on Exchange Servers. It will automatically archive messages satisfying certain criteria, and replace them with stubs containing information for recovery. Users can double-click the message stub in Outlook or Outlook Web Access (OWA) to recover the original message. Alternatively, users can also ask the administrator to browse the CommCell Console to recover the message. The latter method is especially useful if the stub is deleted. TERMINOLOGY A reduction in the mailbox size shown in the Exchange System Manager will be seen immediately after a migration archiving operation. However, in order for the database size to show the space savings, an offline defragmentation will need to be run. References to the product family name, Exchange Migration Archiver Agents, in this documentation include the Exchange Mailbox Archiver Agent and the Exchange Public Folder Archiver Agent in cases where common material is shared. References to the product name, Exchange Mailbox Archiver Agent, in this documentation are used in topic discussions relevant only to this particular agent, which is displayed as "Exchange Mailbox Archiver" in the CommCell Console References to the product name, Exchange Public Folder Archiver Agent, in this documentation are used in topic discussions relevant only to this particular agent, which is displayed as "Exchange PF Archiver" in the CommCell Console. SUPPORTED DATA TYPES Protection Operations for the following data types are supported by the Exchange Mailbox Archiver Agent: Mailboxes Folders within a mailbox Messages within a folder PST files Attachments A message is anything that is contained within a folder (or within a mailbox). For example, messages, contacts, calendar entries, journal entries and tasks that are maintained within an Exchange mailbox are messages and can be recovered individually. Data Protection Operations for all other data types not mentioned in the above list are not supported by the Exchange Mailbox Archiver Agent. TREE LEVELS IN THE MAILBOX ARCHIVER AGENT
3 Page 3 of 83 When the Exchange Mailbox Archiver Agent is installed, the following levels are automatically created in the CommCell Browser. burton: Client default: Subclient Exchange Mailbox Archiver: Agent defaultarchiveset: Archive Set LICENSE REQUIREMENT To perform a data protection operation using this Agent a specific Product License must be available in the CommServe Server. Review general license requirements included in License Administration. Also, View All Licenses provides step-by-step instructions on how to view the license information. INSTALLATION Besides the CommServe and MediaAgent, there are three components to be installed for the Exchange Mailbox Archiver Agent: Exchange Mailbox Archiver Agent (includes Outlook Web Access option) Outlook Add-In OWA Proxy Enabler In addition, there is a one-time setup task required to publish forms to the Organizational Form Library (OFL). Each of these components is briefly described below. For the procedures on installing these components, refer to Deployment - Exchange Agents. EXCHANGE MAILBOX ARCHIVER AGENT For Exchange Server 2003/2007, this component can either be installed on an Exchange Server or on an off-host proxy computer, and is similar to the Exchange Mailbox idataagent installation. For Exchange 2000, this component is installed on the Exchange Server. To fully protect the data on the Exchange Server, it is recommended that the Exchange Database idataagent and Exchange Mailbox idataagent also be installed. OUTLOOK ADD-IN The Outlook Add-In software needs to be installed on every Outlook client and registered. For more information on this component and its capabilities, see Outlook Add-In. Certain guidelines must be followed when installing the Outlook Add-In on a Windows x64 platform. For more information, see Installing 32-bit Components on a Microsoft Windows x64 Platform. OWA PROXY ENABLER If you plan to install the agent in an off-host proxy configuration, or in a 32-bit on 64-bit configuration, and you would like to provide functionality support for the Outlook Add-In and/or OWA (if applicable), then you must install the OWA Proxy Enabler on the Exchange Server. In order to support stub recalls from OWA for Exchange 2003 agents in an off-host proxy configuration, run the RegisterWSSForm tool located on the Resource Pack, after installing the OWA Proxy Enabler. For Exchange 2007 on a cluster virtual server, in either an off-host proxy configuration or a 32-bit on 64-bit configuration, because of a Microsoft issue with Exchange 2007 Server, components must be deployed in the following manner: The cluster virtual server must have the Exchange Mailbox role only, not the client access role. The Exchange Client Access role must be on another, non-clustered server. For OWA recalls, OWA Proxy Enabler must be installed on both servers. Functionality support for the Outlook Add-In requires that the OWA Proxy Enabler be installed on the cluster virtual server which has the Exchange Mailbox
4 Page 4 of 83 role. For Exchange 2007 in a non-clustered environment, when deployed with the Exchange Mailbox role on one server and the Exchange Client Access role on another server, components must be deployed in the following manner: For OWA recalls, OWA Proxy Enabler must be installed on both servers. Functionality support for the Outlook Add-In requires that the OWA Proxy Enabler be installed on the server which has the Exchange Mailbox role. For step-by-step installation instructions, see Install the OWA Proxy Enabler. This component requires a Product License to be available in the CommServe. Review general license requirements included in License Administration. Also, View All Licenses provides step-by-step instructions on how to view the license information. PUBLISH OUTLOOK FORMS TO OFL This task only needs to be performed once per Exchange Organization. Initially, the Exchange administrator needs to create the Organizational Form Library if is does not already exist. After the OFL is available, the administrator can log on as the owner of the OFL from a computer with Outlook installed and run the PublishForm tool (located on the Resource Pack) to publish the forms. If there are multiple Exchange Servers, the OFL should be replicated to make the forms available to other servers. In addition, you need to ensure that only one OFL per language exists in the Exchange Organization, taking replication into account. For details about how to create and manage the OFL, please refer to Exchange Server documentation and related Microsoft Knowledge Base articles. For the procedure on publishing forms for the Exchange Migration Archiver Agents, refer to OFL Configuration. CONFIGURATION The migration archiving operation is based on subclients, so the following configuration is per subclient basis. Most of the following options are located in the subclient properties dialog box. ARCHIVING RULES The configuration of the archiving rules is central to customizing migration archiving operations to meet the needs of your organization. The Archiving Rules are discussed in detail in Subclient Properties (Archiving Rules). Archiving Rules are initially disabled by default. After creating a subclient, you must clear the Disable All Rules option and configure archiving rules before Archive Operations are possible. Otherwise, the system will ignore all archiving rules (except for the Do Not Create Stub rule) for the subclient. Keep in mind that when archiving rules are disabled for Exchange Mailbox Archiver, the only way to perform migration archiving operations is by manually adding messages or items to the archive list through Outlook. INDEXING OPTION To keep the index within a manageable size, a new index will be created every certain number of migration archiving operations. This value can be entered in the Create new index every n Archive Operations field on the subclient properties Archiving Rules tab. This setting will apply only when the messages are recovered using browse and recovery from the CommCell Console (stand-alone application). The CommCell Console also allows you to specify a point-in-time to find a message/item archived before the last creation of a new index. Note that the new index creation interval setting established in the subclient properties can be overridden during the running of a migration archiving operation by selecting the Create New Index option from the Advanced Archive Options (Data) tab. Note that this setting does not affect recovering messages/items from Outlook or OWA. STORAGE POLICY The retention criteria for preserving archived data through Storage Policies associated with Archiver Agents is based only on time, not cycles. For more information on Storage Policies, see Storage Policies. STUB RETENTION By default, stub retention length is decided by the retention of the archived messages/items associated with the stub. After the messages/items on the media (all the copies) have expired, the stub will be pruned in next migration archiving operation. Users can also specify a value in days for stub retention time, from the subclient properties Archiving Rules tab. Keep in mind that the stub could be pruned before this value, if the storage policy retention time is smaller than this value. Stub retention does not apply when using the Erase Archived Data feature, since it causes the permanent erasure of stubs. When migrated data is erased it cannot be recovered, regardless of the stub retention rules. ARCHIVE AND RECOVERY After configuration is completed, the recovery administrator can schedule migration archiving jobs, similar to scheduling backup jobs for idataagents. To ensure that only successfully archived messages will be changed into stubs, the migration archiving operation is divided into two phases: archiving and stubbing. The stubbing phase starts after the archiving phase succeeds. However, stubs will only be created if the subclient properties were configured to create them during
5 Page 5 of 83 migration archiving operations. In the archiving phase, Archiver will archive the messages/items meeting the pre-set archiving criteria and, if applicable, put them into a list for the stubbing phase and prune expired stubs. During this phase of the migration archiving operation for the Exchange Mailbox Archiver Agent, messages and folders that were added to the Archive List in Outlook will also be included in the migration archiving operation. Information about each archived message/item is placed into a stub that can then be used as a link to recover the message/item. If the Select Items with attachment(s) only option is selected in the subclient properties Archiving Rules tab, it will only archive attachment(s) of the message/item. Migration archiving of data in the Notes folder is not supported by the Exchange Mailbox Archiver Agent. Refer to Migration Archiving more information. RECOVERY There are four ways to recover an archived message: from the CommCell Console (stand-alone application), CommCell Console (as a Java applet), Outlook, or Outlook Web Access (OWA). From the CommCell Console, the browse of Exchange Migration Archiver data is forced to be a non-image browse to view all the archived messages/items in this migration archiving cycle (i.e., since last creation of new index). The recovery administrator can browse and find the message/item to recover. To find messages/items archived earlier than the last creation of new index, the administrator can provide a point-in-time in the Browse Options dialog box. Refer to Recover Archived Data for more information. OUTLOOK ADD-IN For the Exchange Mailbox Archiver Agent, the Outlook Add-In enables Outlook users to add data objects such as mail messages or folders into a Archive List for later archiving, remove data objects from the Archive List, as well as recover archived data from stubs. Additionally, mail messages and folders archived with the Exchange Mailbox Archiver Agent can be browsed, searched and recovered or erased through Outlook for clients that have the DataArchiver Outlook Add-In installed. Similar browse, search and recovery or erase data capabilities are also available through the CommCell Console (as a Java applet), which does not require Outlook to be present on the computer. USING THE ARCHIVE LIST The DataArchiver Outlook Add-In will add a series of menu items under the Outlook Tools menu allowing the end-user to make additions to the Archive List, and remove entries from the Archive List. When selected messages or folders are added to the Archive List, then the next migration archiving operation on the Exchange Server will include them for archiving. For more information on this feature, refer to Using the Archive List. RECOVERING A MAIL MESSAGE In Outlook, the stubs will appear as messages/items with the icon. The stubs include information on sender, recipient, subject and body text if Archive message attachments only option is enabled. To find a stub, users can look for the icon in the folder view. Once a stub is located, users can open the stub by clicking on it in Outlook. The Outlook Add-In will intercept the Outlook user s open item event and then ask for the user s confirmation. Once the user decides to recover the original message or item, the Outlook Add-In will get the recovery information from the stub and submit the recovery request to the system. A recovery job will be started and the message/item will be recovered back to Exchange Server. After the recovery is completed, Outlook users will see the recovered message/item. During recovery, the Outlook Add-In allows the user to cancel the recovery job. At the end of recovery, the Outlook Add-In will display the result and related information to the user. Because a recovered message/item will have the most recent modification time, it will not be archived again until it meets the minimal message age or is added to the Archive List by the Outlook user (applicable for Exchange Mailbox Archiver), unless the user decides to delete the stub or the recovered message/item after use. OFFLINE ARCHIVING Offline Archiving is the process where full copies of archived messages or items are maintained in local cache on the Outlook client to provide end-users with the ability to recover archived data even when not connected to the Exchange Server. This is especially useful for remote users who are working offline yet need the capability to recover mail messages or other items in their inbox that have been archived. When Offline Archiving has been enabled on the subclient and configured for use on the Outlook client, any items that are archived off the Exchange Server to secondary storage are also archived to a file that resides in local cache on the Outlook client for easy offline recovery. CONFIGURING THE CLIENT FOR OFFLINE ARCHIVING Before you can start using this feature there is some initial setup required to configure an Outlook client for offline archiving. The sequence of steps to set up offline archiving is provided below, with links to more detailed information where applicable. 1. Enable the Outlook Add-In client to display the "Change Offline Archiving Options" option in the Mailbox Archiver Tools menu by changing the value of the UIOptions registry key to the appropriate number. See UIOptions in the Registry Keys topic for more information. 2. Enable the "Offline Archiving" option in the Subclient Properties (General) tab. See Enable Offline Archiving on a Subclient for step-by-step instructions. 3. Optionally, you can configure Offline Archive options, such as disabling the Offline Archive Pruning process and adding security to Offline Archive files, by
6 Page 6 of 83 changing the value of the LMOptions registry key to the appropriate number. 4. Optionally, you can configure the amount of time you want to retain files created by the offline archive process by specifying the local file Pruning options. See Configuring Offline Archive Options for an overview; See also Configure Offline Archive Options for step-by-step instructions. 5. Optionally, you can customize the location on the Outlook client where you would like the files containing full copies of the archived items to reside by creating the LM_PST_Location registry key, otherwise the default location of <software_install_path>/addinlm will be used. See LM_PST_Location in the Registry Keys topic for more information. 6. Optionally, you can customize the settings for the frequency and time at which Offline Archive jobs will automatically execute by changing the values for the AutoLMJobFreq and AutoLMJobRunTime registry keys. Note that the Outlook session must be active in order for the system to automatically execute Offline Archive jobs. 7. Optionally, you can configure the EnableLMToolBar registry key to display a toolbar button in Outlook for triggering an on-demand Offline Archive operation to synchronize with the Exchange Server. 8. Optionally, you can create the nofflinearchivingtimeout registry key to configure a timeout value to complete the stubbing operation for messages marked as offline archiving candidates, to avoid situations where messages are held indefinitely in the offline archiving candidate state because no manual or automated offline archiving operation is being performed on the Outlook client. Once the above setup tasks have been completed, any migration archiving operations performed for the subclient with the Offline Archiving option enabled, will have the added benefit of performing offline archiving on Outlook-Add In clients configured for offline archiving. Keep in mind that offline archiving will only be performed for users whose mailboxes are included in the content of the subclient configured for offline archiving when they are using the Outlook Add-In. Also, local users logged into Outlook Add-In must have administrative level privileges to configure their clients for offline archiving. BEST PRACTICES You must first perform a migration archiving operation from the CommCell Console before you can perform an Offline Archive operation from Outlook. It is recommended that Offline Archiving operations be performed on a regular basis for performance reasons. Frequent Offline Archiving can also prevent potential file corruption in cases where ANSI-based files created by Offline Archiving for Outlook 2000 exceed the 2GB limit. Keep in mind that Unicodebased files created by Offline Archiving for Outlook 2003/2007 have a 20GB recommended limit. To support Offline Archive functionality, it is recommended that the Outlook Add-In not be used on clients that have multiple instances, and is intended for use on end-user desktop workstations. If you would like to append the Subject line of messages archived offline with a customized text string, this can be accomplished using the LMArchivePrefix registry key. Files created by the Offline Archive process for Outlook 2003 and higher will be in Unicode format. The Offline Archive process allows users to perform other tasks while the Offline Archive progress dialog displays. Recalled messages are opened automatically after recovery, including messages that were archived offline. EXCHANGE WEBPROXY ARCHIVER AGENT If the Exchange WebProxy Archiver Agent is installed on an IIS server in your network, during the install of the Outlook Add-in, you can select the option to route stub recovery through the IIS server over HTTPS. Normally, two direct channels of communication are opened from the Outlook Add-in client, one to the Exchange Server and one to the CommServe, over ports 8401 and When using the WebProxy Agent, a single channel of communication is opened through the IIS server. Stub recovery is performed through a single, encrypted and authenticated SSL (Secure Sockets Layer) port. By default, basic authentication is used for communication through the Web Proxy Agent. However, this can be changed to Integrated Windows Authentication for a more secure solution, if desired. This solution takes advantage of the RPC over HTTP facilities of Windows Server 2003 and Windows Server See System Requirements - Exchange Mailbox Archiver Agent or System Requirements - Exchange Public Folder Archiver Agent for detailed client requirements. See Deployment - Exchange Agents for instructions on installing and configuring these components. To avoid possible intermittent message recall failures when using the Outlook Add-In in RPC over HTTP mode, worker process recycling and Web Garden options under IIS 6.0 should be disabled for the DMProxy Service. See Configure an Application Pool for the Exchange WebProxy Archiver Agent for step-by-step instructions. OUTLOOK WEB ACCESS (OWA) When an Exchange Migration Archiver Agent is installed, you have the option to enable support for recovering archived message/item stubs from Outlook Web Access. If this option is enabled, the stubs will appear as messages with the icon in OWA, which can double-clicked for recovery. Since no stub icons are available for OWA 2003, the following enhancements have been made to allow you to easily distinguish them from normal messages in that version of OWA and any supported version of Outlook: For Public Folder and Mailbox Archiver data archived using some older releases of the software, message stubs are distinguished in Outlook and OWA with the word "ARCHIVED:" in the subject line.
7 Page 7 of 83 By default, the original subject line of a message is retained during archive operations. If desired, the StubIdentifier registry key can be used to add a unique string of text to the subject line. Note, however, that this registry key is not supported for some prior releases of the software. For more information on using this feature, refer to Recover a Message from Outlook or OWA. Back to Top DISASTER RECOVERY CONSIDERATIONS The Exchange Mailbox Archiver product does not provide the ability to restore the entire system in the event of a disaster. Systems using an Archiver Agent should also be protected using the corresponding backup and recovery agent. Exchange Mailbox Archiver relies upon the Exchange Database idataagent to perform a full system restore of Exchange data, and the Windows File System idataagent to restore the operating system. For more information, see Recover Data - Exchange Server - Full System Restore. Back to Top
8 Page 8 of 83 System Requirements - Exchange Mailbox Archiver Agent System Requirements Supported Features The following requirements are for the Exchange Mailbox Archiver Agent: APPLICATION Microsoft Exchange bit Server up to the latest service pack Microsoft Exchange bit Server up to the latest service pack Microsoft Exchange bit Server up to the latest service pack OPERATING SYSTEM WINDOWS Microsoft Windows Server 2008 R2 Editions* *Core Editions not supported WINDOWS SERVER 2003 Microsoft Windows Server bit and x64 Editions with a minimum of Service Pack 1 WINDOWS SERVER 2008 Microsoft Windows Server 2008 x64 Editions* *Core and R2 Editions not supported HARD DRIVE OWA PROXY ENABLER 121 MB minimum of hard disk space for software/ 148 MB recommended 79 MB of temp space required for install (where the temp folder resides) WEB PROXY AGENT 50 MB of additional hard disk space for log file growth 10 MB of temp space required for install (where the temp folder resides) OUTLOOK ADD-IN CLIENT 35 MB minimum of hard disk space for software/ 50 MB recommended 21 MB of temp space required for install (where the temp folder resides) MEMORY 32 MB RAM minimum required beyond the requirements of the operating system and running applications PROCESSOR All Windows-compatible processors supported CLUSTER SUPPORT See Clustering - Support SUPPORTED COMPONENTS OWA PROXY ENABLER The OWA Proxy Enabler is supported on any platform supported by the Microsoft Exchange Server. WEB PROXY AGENT The Web Proxy Agent is supported on any platform supported by the Microsoft Exchange Server. OUTLOOK ADD-IN CLIENT The Outlook Add-In Client is supported with Microsoft Outlook 2003 or higher. PERIPHERALS DVD-ROM drive Network Interface Card MISCELLANEOUS
9 Page 9 of 83 NETWORK TCP/IP Services configured on the computer. MICROSOFT VISUAL C++ Microsoft Visual C Redistributable Package is automatically installed. Note that Visual C Redistributable Package can co-exist with other versions of this software..net FRAMEWORK.NET Framework 2.0 is automatically installed. Note that.net Framework 2.0 can co-exist with other versions of this software. NOTES ON MICROSOFT EXCHANGE SERVER IDATAAGENT INSTALLATION Microsoft Exchange bit Server Agents are 32-bit MAPI-based Agents installed on a Microsoft Windows x64 platform. See Installing 32-bit Components on a Microsoft Windows x64 Platform for information on installation and configuration requirements for these Agents. The Microsoft Exchange 2003 and 2007 Mailbox and Public Folder-based Agents can be installed in two ways: directly on the Microsoft Exchange Server computer as Proxy Agents on a separate computer running a supported 32-bit operating system Microsoft Windows Server 2008 or higher requires "csvde.exe" to be installed on the server to query Active Directory for mailbox information. csvde.exe can be installed as part of the "Active Directory Lightweight Directory Services" role. See the Microsoft Documentation for more information. NOTES ON OUTLOOK OWA PROXY ENABLER INSTALLATION Prior to configuring Web Access for Exchange 2007 Mailbox/Public Folder Archiver, Exchange WebProxy Archiver Agent, or OWA Proxy Enabler, ensure that the Client Access Role has been configured on the Exchange Server. NOTES ON OUTLOOK ADD-IN CLIENT INSTALLATION For Windows clients, JRE 1.6.0_06 is installed automatically with the Outlook Add-In software if it is not already installed..net Framework is needed to support RPC over HTTP connection mode, as well as support for the Exchange Offline Mining Tool. It is not automatically installed by the MSI package and must be manually installed. Update must be installed on the client in order to use RPC over HTTP. Contact Microsoft Product Support Services and refer to KB to obtain this patch. The Microsoft Visual C Redistributable Package is not automatically installed for MSI installs. However, the required subset of files from Microsoft Visual C Redistributable Package are provided as part of the software and therefore, manual installation is not required. DISCLAIMER Minor revisions and/or service packs that are released by application and operating system vendors may, in some cases, affect the working of our software. Although we may list such revisions and/or service packs as "supported" in our System Requirements, changes to the behavior of our software resulting from an application or operating system revision/service pack may be beyond our control. However, we will make every effort to correct such disruption as quickly as possible. When in doubt, please contact your Software Provider to ensure support for a specific application or operating system. Additional considerations regarding minimum requirements and End of Life policies from application and operating system vendors are also applicable
10 Page 10 of 83 Install the Outlook Add-In TABLE OF CONTENTS Install Requirements Before You Begin Install Procedure Getting Started Select Components for Installation Download and Install Latest Packs Verify Summary of Install Options Setup Complete Post-Install Considerations INSTALL REQUIREMENTS The Outlook Add-In is installed locally on an Outlook client, and is supported for use with the following agents: Exchange Mailbox Archiver Agent Exchange Public Folder Archiver Agent Exchange Mailbox idataagent Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in: System Requirements - Exchange Mailbox Archiver Agent System Requirements - Exchange Public Folder Archiver Agent System Requirements - Microsoft Exchange Server idataagents (Exchange Mailbox idataagent) The following procedure describes the steps involved in installing the Outlook Add-In. If you choose to install multiple components simultaneously, refer to the appropriate procedures for installation requirements and steps specific to the component. Note that when you install multiple components, the sequence of the install steps may vary. Also, keep in mind that when installing the Outlook Add-In for use only with the Exchange Mailbox idataagent, certain tasks and steps in this procedure may not apply, as they are specific to migration archiving-related functions. For example, the OFL Configuration section can be skipped, and the normal defaults can be accepted on installation steps targeted only for Archiver or WebProxy settings. In order to use HTTPS secure communications for stub recovery, the Exchange WebProxy Archiver Agent must be installed on an IIS server in your network. See Install the Exchange WebProxy Archiver Agent for the procedure to install this component. The Outlook Add-In supports Multi Instance installs when the installation is made from the Software Installation Disc or Install from CommCell Console. If the installation is made through Active Directory Group Policy Objects (GPOs) using the MSI package, the Outlook Add-In will still be installed to Instance 001. In order to use the Outlook Add-In component, you must install one of the supported agents (Exchange Mailbox Archiver Agent, Exchange Public Folder Archiver Agent, Exchange Mailbox idataagent). For procedures on installing these agents, see: Deployment - Exchange Agents Review the following Install Requirements before installing the software: GENERAL Review Install Considerations before installing the software. This version of the software is intended to be installed in a CommCell with the latest version of CommServe and MediaAgent(s). Close all applications and disable any programs that run automatically, including anti-virus, screen savers and operating system utilities. Some of the programs, including many anti-virus programs, may be running as a service. Stop and disable such services before you begin. You can re-enable them after the installation. Verify that you have the software installation disc that is appropriate to the destination computer s operating system. If you are installing this component on a cluster, keep in mind that the Outlook Add-In can only be installed on the physical node since the Outlook client is available only on the physical node. Refer to the local install procedure below to install this component on the physical node. Certain guidelines must be followed when installing the Outlook Add-In on a Windows x64 platform. For more information, see Installing 32-bit Components on a Microsoft Windows x64 Platform. CONFIGURE THE CLIENT FOR JAVA UPDATES DURING INSTALLATION The client computer can be configured to automatically download Java updates from the CommCell Console during the software installation. To do so, create the sguiupdateurl registry key on each client computer prior to installing the software. This key should include the IIS web alias for the CommCell Console from which you wish to download updates. Once this key is created and the software is installed, the latest Java updates from the CommCell Console will be available on the client computer. Note that if you choose to select a CommCell Console installed on a computer other than the CommServe computer, you must configure the CommServe computer's CommCell Console to use the alternate computer for Java updates. See Configure an Alternate Computer for Add-In Java Updates for step-by-step instructions. OFL CONFIGURATION Before installing the Outlook Add-In you must publish some special forms in the Exchange Server Organizational Forms Library (OFL). This should be done from a computer that has Outlook installed. These forms provide special icons necessary for users to identify migration archiving candidates and message stubs. Follow the steps given below to create an OFL. In case you have already created an OFL, then skip to Publish the Forms: Creating OFL for Exchange 2000/2003:
11 Page 11 of From the Start menu open the Exchange System Manager and expand the folders node. 2. Right-click Public Folders tree and select View System Folders from the Context menu. 3. Right-click the EFORMS REGISTRY system folder and select New Organizational Form. 4. Enter "DataArchiver Organizational Forms" as the name of the new Organization Form. Ensure that the Language field is set to English (USA). 5. Select Apply. 6. Click OK and exit the Exchange System Manager. Creating OFL for Exchange 2007: 1. Refer to the CreateOFL instructions (located in the Intel32\Windows\Exchange\CreateOFL folder on the Resource Pack) for creating a custom Public Folder using the Exchange Management Shell. 2. Run the CreateOFL tool to create the OFL. 3. Publish the Forms. Creating OFL for Exchange 2010: 1. From the Start menu open the Exchange System Manager and expand the folders node. 2. Create a public folder (e.g., My Organizational Forms Library) for the organizational forms library Public Folder. 3. Use the ExFolders tool to add the PR_URL_NAME property to the organizational forms library as follows: The ExFolders tool (ExFolders.exe) must exist in the <Exchange_Installation_Path>\V14\Bin directory. You can download the tool from one of the following locations: If you're running Exchange 2010 Service Pack 1 (SP1), see ExFolders tool (Compatible with Exchange 2010 SP1 version). If you're running the release to manufacturing (RTM) version of Exchange 2010, see ExFolders tool (Compatible with Exchange 2010 RTM version). After the download, be sure to copy the ExFolders.exe file to the <Exchange_Installation_Path>\V14\Bin directory. a. Navigate to the <Exchange_Installation_Path>\V14\Bin directory, and then double-click ExFolders.exe.You must run the ExFolders tool from an Exchange 2010 server. You can't run it from a workstation as you could with the PFDAVAdmin tool. To learn more about the ExFolders tool, see the Exchange Server Team Blog article Exchange, Meet ExFolders. To perform this procedure, you must have administrative permissions to the public folders you're modifying. For more information, see Understanding Public Folder Permissions. b. In the ExFolders management console, navigate to File > Connect. c. In Connect, click Public Folders. d. Next to the Global Catalog box, click Select, and then select a global catalog server you want to use. e. Next to the Database(s) box, click Select, select the public folder database you want to use, and then click OK. A public folder hierarchy will appear in the ExFolders console tree. f. Expand System Folders, expand EFORMS REGISTRY, right-click the public folder you created for the organizational forms library, and then click Property Editor. g. On the Property menu, click Add Property To View. h. In Add Property To View, type 0x E, and then click OK. i. Sort the Name column to find the PR_URL_NAME property you just added. j. Right-click PR_URL_NAME, and then click Edit Value. k. In the Value box, type /NON_IPM_SUBTREE/EFORMS REGISTRY, and then click OK. l. Close the ExFolders tool. 4. Use MAPI editor (Mfcmapi.exe)to add the PR_EFORMS_LOCALE_ID property to the organizational forms library as follows: To perform this procedure, you must use the Microsoft Exchange Server MAPI Editor (MFCMAPI) tool on a computer that's running the 64-bit version of Microsoft Outlook To download MFCMAPI, see Microsoft Exchange Server MAPI Editor. For a list of locales, see languagecode Field. a. Navigate to the <Exchange_Installation_Path>\V14\Bin directory, and then double-click ExFolders.exe. If this is your first time using MAPI Editor, you're prompted to create a profile. b. On the MDB menu, click Open Public Folder Store, and then click OK. The Public Folder Management Console appears. c. In the console tree, expand Public Root, expand NON_IPM_SUBTREE, expand EFORMS REGISTRY, and then click the public folder that you created for the organizational forms library.
12 Page 12 of 83 d. In the result pane, in the Property Name(s) column, click the PR_URL_NAME property. e. On the Property Pane menu, click Modify 'Extra' Properties. f. In Extra Properties, click Add. g. In Property Tag Editor, click Select Property Tag. h. In Property Selector, click PR_EFORMS_LOCALE_ID, and then click OK. i. Click OK to close Property Tag Editor, and then click OK to close Extra Properties. j. To verify that the property was added, in the Public Folder Management Console, locate the newly created PR_EFORMS_LOCALE_ID property in the Property Name(s) column. A red exclamation point (!) is displayed as its icon. k. Double-click PR_EFORMS_LOCALE_ID to open Property Editor. l. In the Unsigned Decimal box, type the desired locale ID, and then click OK. For example, type 1033 for English, 1040 for Italian, and so on. For more information about determining the locale ID, see languagecode Field.. m. Close MFCMAPI. 5. Edit the.oft files for the supported languages as described in Publish the Forms. 6. Create the configuration.ini file in the following format: [FORMListToPublish] Stub-Form = C:\Documents and Settings\administrator.SKY\Desktop\Base\Stub-ENU.oft Cand-Form = C:\Documents and Settings\administrator.SKY\Desktop\Base\Cand-ENU.oft LMCand-Form = C:\Documents and Settings\administrator.SKY\Desktop\Base\LMCand-ENU.oft 7. Publish the forms using the DMEPublishForm tool and the Publish Manually using Config File option. A search for an OFL that is configured with the same locale as Outlook on the local computer is performed. If an OFL is not found with that locale, it will publish to an English OFL if one exists. Publishing the Forms: Follow the steps given below to publish the forms for the supported languages. 1. Navigate to the PublishForm tool and OFT forms (located in the windows\exchange\dmepublishform folder on the Resource Pack). 2. Double-click publishform.exe 3. Click Publish. If Outlook and Exchange Server are on the same computer this step might fail. It is recommend that you perform this task from a computer that has Outlook but not Exchange Server installed. 4. The publish form program will prompt for a profile to use in order to publish the forms to the DataArchiver Organizational Forms (or previously existing OFL) folder. The profile used to publish the forms must have owner privileges to that folder. 5. Close the publish form program. Follow the steps given below to publish the form for Exchange 2007 in any language other than the ones mentioned under supported languages: 1. Copy the following template forms from the resource pack: stub-enu.oft: Form to show the stubs in English language. Cand-ENU.oft: Form to show the candidate messages in English language. LMCand-ENU.oft: Form to show the local migration candidates in English language. 2. Navigate to Tools in Microsoft Outlook inbox, select Forms. 3. Select Design a Form. 4. Select "User template in File System" in Look In from the dropdown list. 5. Translate the following string in the desired language: In the Stub tab for stub-enu.oft: "This message has been migrated by NetApp. To recover the original message, please close this message, re-open it, and choose :Recover"(NetApp Outlook Add-in required) In the space provided for Description field in the Properties tab for stub-enu.oft, Cand-ENU.oft and LMCand-ENU.oft: "This form is only used by migrated message(s). Please do not use it to create new message." Follow the steps given below to publish the form for Exchange 2010 in any language other than the ones mentioned under supported languages: 1. Copy the following template forms from the resource pack: stub-enu.oft: Form to show the stubs in English language. Cand-ENU.oft: Form to show the candidate messages in English language. LMCand-ENU.oft: Form to show the local migration candidates in English language. 2. Navigate to File in Microsoft Outlook inbox, select Options. 3. Select Customize Ribbon.
13 Page 13 of Enable the Developer tab and select Design a Form. 5. Select "User template in File System" in Look In from the dropdown list. 6. Translate the following string in the desired language: In the Stub tab for stub-enu.oft: "This message has been migrated by NetApp. To recover the original message, please close this message, re-open it, and choose :Recover"(NetApp Outlook Add-in required) In the space provided for Description field in the Properties tab for stub-enu.oft, Cand-ENU.oft and LMCand-ENU.oft: "This form is only used by migrated message(s). Please do not use it to create new message." See Resource Pack for more information on the Resource Pack. BEFORE YOU BEGIN Log on to the client as local Administrator or as a member of the Administrators group on that computer. INSTALL PROCEDURE GETTING STARTED 1. Place the Software Installation Disc for the Windows platform into the disc drive. After a few seconds, the installation program is launched. If the installation program does not launch automatically: Click the Start button on the Windows task bar, and then click Run. Browse to the installation disc drive, select Setup.exe, click Open, then click OK. NOTES If you are installing on Windows Server Core editions, mount to Software Installation Disc through command line, go to the AMD64 folder and run Setup.exe. 2. Choose the language you want to use during installation. Click the down arrow and select the desired language from the drop-down list, and click Next to continue. 3. Select the option to install software on this computer. NOTES The options that appear on this screen depend on the computer in which the software is being installed. 4. Read the Welcome screen. Click Next to continue, if no other applications are running.
14 Page 14 of Read the virus scanning software warning. Click OK to continue, if virus scanning software is disabled. 6. Read the license agreement, then select I accept the terms in the license agreement. Click Next to continue. SELECT COMPONENTS FOR INSTALLATION 7. Select the component(s) to install. NOTES Your screen may look different from the example shown. Components that either have already been installed, or which cannot be installed, will be dimmed. Hover over the component for additional details. If you wish to install the agent software for restore only, select Install Agents for Restore Only checkbox. See Installing Restore Only Agents for more information. The Special Registry Keys In Use field will be highlighted when GalaxyInstallerFlags registry key is enabled. Move the mouse pointer over this field to see a list of registry keys that have been created in this computer. Click Next to continue. To install the Outlook Add-In Client, expand the Client Modules folder, and the Archive Management folder, then select the following: Outlook Add-In Client 8. Click YES to install Microsoft.NET Framework package. NOTES Follow the on-screen prompts for installing the Microsoft.NET Framework package. If you are prompted to install the Service Pack for the Microsoft.NET Framework, click Yes. This prompt is displayed only when Microsoft.NET Framework is not installed. Once the Microsoft.NET Framework is installed, the software automatically installs the Microsoft Visual J# 2.0 package. 9. Click Yes to install the Java Runtime Environment (JRE) or click No if you would like to use the JRE Version already available in your computer. NOTES
15 Page 15 of 83 This prompt will be displayed only if the computer is running a JRE version prior to the one supplied in this installation program or no JRE version is available at all. See System Requirements - CommServe for more information on JRE versions. 10. If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next to continue. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. If firewall configuration is not required, click Next to continue. 11. Enter the fully qualified domain name of the CommServe Host Name. This should be TCP/IP network name. e.g., computer.company.com. NOTES The CommServe client name is the name of the computer. This field is automatically populated. Do not use space and the following characters when specifying a new name for the CommServe Host Name: \ If a computer has already been installed, this screen will not be displayed; instead the installer will use the same Server Name as previously specified. If you do not specify the CommServe Host Name, a window will be prompted to continue in decouple mode. Click Yes to continue to Decouple Install. Click No to specify a CommServe Name and continue with the installation. After Decouple Install, Register a Client Computer must be performed before the Client is functional in the CommCell. Click Next to continue. 12. Select Add programs to the Windows Firewall Exclusion List, if you wish to add CommCell programs and services to the Windows Firewall Exclusion List. NOTES: If Windows Firewall is enabled on the computer, this option is selected by default and must be enabled to proceed with the installation. If Windows Firewall is disabled on the computer, you can select this option to add the programs and services to enabled CommCell operations across the firewall, if the firewall is enabled at a later time. You can either select this option during install or add the programs and services after installation. For adding the programs and services after installation, see Configure Windows Firewall to Allow CommCell Communication. Click Next to continue. DOWNLOAD AND INSTALL LATEST PACKS 13. Select Download latest update pack(s) to automatically download and install the latest service packs and/or post packs if applicable at the end of this agent install. NOTES Internet connectivity is required to download updates. Updates are downloaded to the following directory: <software installation>/base/temp/downloadedpacks. They are launched silently and installed automatically for the first instance. Click Next to continue.
16 Page 16 of Specify the location where you want to install the software. NOTES Do not install the software to a mapped network drive. Do not use the following characters when specifying the destination path: / : *? " < > # It is recommended that you use alphanumeric characters only. If you intend to install other components on this computer, the selected installation directory will be automatically used for that software as well. If a component is already installed in this computer, this screen may not be displayed. The software will be automatically installed in the same location that was previously specified. Click Browse to change directories. Click Next to continue. VERIFY SUMMARY OF INSTALL OPTIONS 15. Verify the summary of selected options. NOTES The Summary on your screen should reflect the components you selected for install, and may look different from the example shown. Click Next to continue or Back to change any of the options. The install program now starts copying the software to the computer. This step may take several minutes to complete. SETUP COMPLETE 16. Setup displays the successfully installed components. NOTES The Setup Complete message displayed on your screen will reflect the components you installed, and may look different from the example shown. If you install an Agent with the CommCell Console open, you need to refresh the CommCell Console (F5) to see the new Agents. If Reboot Now button is displayed make sure to reboot the computer before performing any other operations from the computer. Click Finish to close the install program. The installation is now complete. POST-INSTALL CONSIDERATIONS GENERAL
17 Page 17 of 83 Review Install Considerations after installing the software.
18 Page 18 of 83 Migration Archiving - Exchange Mailbox Archiver Agent Topics How To Related Topics Overview How to Set Up and Run an Archive Operation Migration Archiving Considerations Registry Keys for Migration Operations Advanced Archive Options OVERVIEW This section discusses migration archiving information that is specific to the Exchange Mailbox Folder Archiver Agents. See Migration Archiving for a general overview. During archive operations, the Exchange Mailbox Folder Archiver Agent will archive subclient content (i.e., Mailbox messages items) that meet the preset criteria specified in the Archiving Rules. Additionally, when the Outlook Add-In is used in conjunction with the Exchange Mailbox Archiver Agent, the migration archiving operation will also include messages and folders that were added to the Archive List from Outlook clients. Information about each archived object is placed into a stub (when enabled) that can then be used as a link to recover the data. For the Exchange Mailbox Folder Archiver Agent, if the Select Items with attachment(s) Only option is selected in the subclient properties, it will only archive attachments of the mail message item. The configuration of the archiving rules is central to customizing archive operations to meet the needs of your organization. Continue on to the following section for an in-depth discussion of the archiving rules for these agents. Migration archiving operations use: Archiving Rules These rules specify criteria for the types of data to archive. These rules are configured on a per subclient basis. Rules are grouped by: Message Rules - The message rules available from the subclient properties Archiving Rules tab: minimal message age (in days) and size (in KB); messages older and larger than the specified values will be archived; and for the Exchange Public Archiver Agent, Stub Rules - There are additional rules available relating to stub management and index creation that fall outside the hierarchy of how the archiving rules are applied. You can enable/disable the ability to preserve stubs until the media has been pruned and specify the minimum life of a stub.. Alternatively, you can specify that no stubs be created for data that is archived. Attachment Filters - This option, available from the subclient properties Archiving Rules tab, allows you to specify file extension(s) for attachments that you want included or excluded from archive operations regardless of the age/size message rules. WaterMark Rules - This option (applicable for Exchange Mailbox Archiver) can be enabled from the subclient properties Archiving Rules tab to check the Mailbox high watermark before a mailbox is scanned. If the mailbox used space is higher than the specified value, the mailbox will be scanned. PST Rules- The PST tab (applicable for the Exchange Mailbox Archiver Agent) provides a checkbox to enable or disable the archiving of PST files on the subclient. When enabled, the PST Location entry field allows you to specify the location of the root folder where the PST directories reside, which can either be on a local drive of the Exchange Server or on a network share connected to the Exchange Server. For PST archiving operations, all other archiving rules are ignored except for Do not create stub, so that all PST files associated with mailboxes in subclient content in the root folder will be archived. Archive Lists Messages can be archived in an Archive List. See Using the Archive List for step-by-step instructions. Back to Top HOW TO SETUP AND RUN AN ARCHIVE OPERATION The following section provides the steps to set up and run an Archive Operation: 1. Configure the subclient content. See Configure Subclient Content for step-by-step instructions. If auto-discovery is selected in the on the Auto-discovery tab, the default subclient will automatically backup all mailboxes not assigned to other userdefined subclients. For user-defined subclients, auto-discovery can be enabled at the archive set level. See Configure Mailboxes for Auto-Discovery for step-by-step instructions. 2. Enable the Archiving Rules for the subclient that contains the content you wish to archive. See Enable( Disable) Archiving Rules for step-by-step instructions. By default, this option is disabled. When selected, all archiving rules will be enabled except for Stub Rules. However, messages can still be archived in an Archive List. See Using the Archive List for step-by-step instructions.
19 Page 19 of Configure the Archiving Rules for the subclient. In particular, decide if you want to create stubs in your environment. See Configure Archiving Rules for step-by-step instructions. 4. Filters can be configured if necessary. See Add a Data Protection Filter for a Subclient for step-by-step instructions. 5. Run an archive operation. See Start a Migration Archiving Operation for step-by-step instructions. MIGRATION ARCHIVING CONSIDERATIONS Before performing any migration archiving procedures, review the following information: Configure the Windows Event Log Settings to ensure the log does not become full, which could cause the backup to fail. Filters can be used in conjunction with the "Items That Failed" list on the data protection Job History Report to eliminate backup or archive failures by excluding items which consistently fail that are not integral to the operation of the system or applications. Some items fail because they are locked by the operating system or application and cannot be opened at the time of the data protection operation. This often occurs with certain system-related files and database application files. If you plan to archive Exchange data with pass-phrase encryption, keep in mind that such data cannot be recovered from Outlook or OWA, but can only be recovered by performing a Browse and Recovery operation from the CommCell Console. Archiving of data in the Notes folder is not supported by the Exchange Mailbox Archiver Agent. Prior to performing a PST migration archiving operation or a PST recovery operation with the Exchange 2003 ensure that Outlook 2003 or higher is installed on the client computer. Use scasservername key to identify the CAS servers during profile creation for Exchange 2010 DAG configuration and also when Exchange 2010 server does not have Client Access Role. Back to Top REGISTRY KEYS FOR MIGRATION OPERATIONS Use the following registry keys to modify the default behavior of the Migration Archiver Agent: Topic Registry Key(s) Description Outlook/OWA StubIdentifier If you would like to append the Subject line of messages archived in Outlook or OWA with a customized text string, this can be accomplished using the StubIdentifier registry key. Outlook napplyrulesforarchivingcand If you would like to configure the Exchange Mailbox Archiver Agent to apply the Archiving Rules to Archive List candidates (i.e., messages or folders added to the Archive List in Outlook), this can be accomplished by using the napplyrulesforarchivingcand registry key. UIOptions Galaxy.Ex2KMBDM.CVEAAddin Various user interface options are available for the Outlook Add-In, such as enabling the Offline Archive options, displaying menu items/buttons and allowing users to browse/search/erase archived data. These settings are initially established during installation of the Outlook Add-In, and can be changed at any time to suit your needs by entering the desired value in the Galaxy.Ex2KMBDM.CVEAAddin (UIOptions) registry key. Exchange interpersonal message (IPM) classes MigrationExclusionList The Exchange Mailbox Archiver Agent provides the capability to exclude certain Exchange interpersonal message (IPM) classes from migration archiving operations through the use of the MigrationExclusionList registry key. This is useful in cases where you don't want to archive Exchange data objects such as posts, appointments, tasks, contacts, activities, distribution lists and/or user-defined IPM classes. Oldest Messages noldestfirst If you would like to configure the Exchange Mailbox Archiver Agent to archive oldest messages first, this can be accomplished by using the noldestfirst registry key. Migrated Attachment nshowmsgattachlist If you would like to configure the Exchange Mailbox Archiver Agent to save the list of attachments for a message within the message body, this can be accomplished by using the nshowmsgattachlist registry key. Attachments will also continue to be listed in the Migrated Attachment List.txt file. If selected, the Leave Behind Message Body option will override this registry key. Archive List napplyrulesforarchivingcand If you would like to configure the Exchange Mailbox Archiver Agent to apply the Archiving Rules to Archive List candidates (i.e., messages or folders added to the Archive List in Outlook), this can be accomplished by using the napplyrulesforarchivingcand registry key. Mailbox in Multiple Domains sservername This key must be created on the Exchange Server prior to using the ExMBDMPredictor
20 Page 20 of 83 tool, in cases where users' mailboxes to be processed by the ExMBDMPredictor tool reside on an Exchange Server in multiple domains in use. This key must be created if mailbox is on multi-domain (parent/child domain) and need to be backed up/archived/or data collected performed by Exchange Mailbox/DataMigrator/SRM Agents/ComplianceArchiver. The Value type can be any string value, but the value data must be the Fully Qualified Domain Name. Custom Folders ManagedFolders This registry key allows you to create a custom folder in all user s mailboxes that can be used along with the Folder inclusion filter in order to archive a specific custom folder. If this key is enabled, any folder specified in the folder inclusion section on the Subclient properties (Content tab) will be created. Including Disabled Mailboxes Back to Top nbackupdisabledmailboxes Including Disabled Mailboxes in Data Protection Operations The Microsoft Exchange Mailbox idataagent, Exchange Mailbox Archiver Agent and Exchange Compliance Archiver Agents for Exchange Server 2000/2003 do not back up or archive disabled mailboxes by default. However, if you would like to include disabled mailboxes in the data protection operations for these agents, you can add the nbackupdisabledmailboxes registry key. Note that mailboxes marked as disabled in Exchange Server 2007 are disconnected by default and therefore cannot be archived or backed up. Migration Archiving - Exchange Mailbox Archiver Agent - How To Topics How To Related Topics Migration Archiving Enable( Disable) Archiving Rules Configure Archiving Rules Schedule a Migration Archiving Operation Specify Mailbox Folders for Archiving Start a Migration Archiving Operation Start a Migration Archiving Operation of PST Files Configure the Windows Event Log Settings Advanced Migration Archiving Options Start a Migration Archiving Operation in the Suspended State Start a Migration Archiving Operation on New Media Start a Migration Archiving Operation that Creates a New Index Start a Migration Archiving Operation that Marks the Media Full Start a Migration Archiving Operation with a Set Job Priority Start a Migration Archiving Operation with Vault Tracking enabled Outlook Operations Add Messages/Folders to the Archive List Configure Offline Archive Options Remove Messages/Folders from the Archive List View Message Stub Attachment Properties ENABLE (DISABLE) ARCHIVING RULES Related Topics: See Overview for an introduction to the archiving rules and Migration Archiving Considerations for a list of considerations before you begin archiving with the Exchange Mailbox Archiver Agent. User Account and Password - Exchange Agents Before You Begin
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