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PAM4Exchange Date Metalogix – Training Documentation.

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Presentation on theme: "PAM4Exchange Date Metalogix – Training Documentation."— Presentation transcript:

1 PAM4Exchange Date Metalogix – Training Documentation

2 Day 1: User & Admin (Day 2: Installation & Best Practice) Introduction
End-user overview Archived vs. non-archived s Customizing archive s view in Outlook Accessing s remotely OWA ArchiveWeb Offline access Setting up the Audit Tracking Back-end advanced training Enterprise Manager Addressbook Manager PST Import Various tools HSM & Fulltext concept Backup & Disaster Recovery concept (Day 2: Installation & Best Practice) Productivity Solutions for Microsoft

3 Introduction Exchange + PAM Storage Compliancy Migration
Disaster recovery Backup Metalogix - Confidential

4 The Microsoft synergy MS Exchange support for 2000, 2003, 2007, 2010
Seamless MS Outlook support for Outlook 2000, XP and 2003, 2007 OWA support for OWA 2000, 2003, 2007, 2010 Database support for MS SQL Server 2000, 2005, Express, Oracle 8.x and higher Cluster support for W2000/2003 Metalogix - Confidential

5 The architecture Metalogix - Confidential

6 End-user overview Transparency (Outlook, OWA)
Only a special icon lets the user know that the was archived All processes familiar to the end-user remain the same Metalogix - Confidential

7 Reducing message size Metalogix - Confidential

8 Metalogix - Confidential

9 Accessing emails remotely
● OWA ● ArchiveWeb ● Offline access OWA Access to archived s Links for attachments Offline access Offline synchronization for notebook users with Outlook AddIn Metalogix - Confidential

10 Accessing emails remotely
ArchiveWeb Archived s accessed via web interface Search results export to Exchange or PST Shortcuts deleted from Exchange s can be locked for audit purposes (legal hold) Tags sort s to defined categories Comments added to s Metalogix - Confidential

11 Back-end advanced training
Enterprise Manager Addressbook Manager PST Import Other tools Manager Enterprise Addressbook PST Import Other tools Metalogix - Confidential

12 Enterprise Manager Scheduled / manual archiving Retrieving
User permissions Advanced search Global settings Browsing in archive Metalogix - Confidential

13 Addressbook Manager Automatic synchronization with Active Directory
Mailboxes / Groups management Automatic synchronization with Active Directory Synchronization of permissions Metalogix - Confidential

14 PST Import Import local PST files in their original hierarchy into the archive Metalogix - Confidential

15 Various tools Post processing – provides smooth integration with any third party product using advanced scripting plugins. Supports workflow, enterprise content management, CRM, docu management… Configuration tool – administers product databases, stores and schemas. Managing operations in HSM Store Metalogix - Confidential

16 Hierarchical Storage Management (HSM)
data storage system developed by Metalogix takes care of saving and securing archived s (works with database SQL/Oracle) includes Single Instance Store service (SIS) -> identical content stored only once SIS enables versioning -> keep track of changes Metalogix - Confidential

17 PAM Search Own PAM search engine integrated: ArchiveWeb Outlook Addin
Independent of Outlook search s are indexed prior to archiving Searching in attachments PAM Search built on HSM level; can work for different Metalogix products Metalogix - Confidential

18 Backup & Disaster recovery concept
Archived s accessible if Exchange Server crashes The HSM store integrated into the PAM4Exchange server redirects archived s into various storage media (simultaneous / parallel archiving) SIMULTANEOUS / PARALLEL ARCHIVING Metalogix - Confidential

19 Backup & Disaster recovery concept
Multiple archiving locations Metalogix - Confidential

20 Day 2: Installation & Best Practice
Requirements HW SW Database Installation process Installation package Advanced features Post-Install Configuration Initial Configuration PAM custom Forms Best practice PSTGathererSv client-end application: running the setup of the PST Gatherer service configuring your PST Gatherer service Metalogix - Confidential

21 Requirements Hardware: Software: Database: PAM4Exchange server:
Minimal configuration Intel P4 2 GHz processor 1 GB RAM Recommended configuration Dual Xeon 4 GB RAM Software: .NET Framework 2.0 SP2 IIS MDAC 2.8 MAPI (Microsoft Exchange System Manager) Database: MS-SQL 2005 / MS-SQL 2008 / MS-SQL Express 05 / Oracle 8.x and higher Metalogix - Confidential

22 Installation process Transparent and intuitive installation package
Express or Advanced installation mode No extra configuration needed 30-day free trial Metalogix - Confidential

23 Setup components Application server Administrative tools
PAM4Exchange Application server & Administrative tools (Enterprise Manager) HSM Base Services PAM Search service server HSM server Metalogix - Confidential

24 Advanced Components Direct Archive PST Import
PST Importer server PST Import MS Exchange Server Extensions OWA support Direct Archive Metalogix - Confidential

25 Post-Install configuration
Initial configuration PAM custom forms Best tuning (Best practice) Metalogix - Confidential

26 Initial Configuration
Initial Configuration Wizard guides you through the steps: mailbox import default retention job filtering Metalogix - Confidential

27 PAM custom forms PAM custom forms are installed with FormsInstaller tool on a computer where Outlook is running. FormsInstaller Metalogix - Confidential

28 Best practice Metalogix - Confidential
Define retention time for which the s will be kept in archive Delay shortcut creation for Blackberry users Specify global settings – e.g. links for attachments in Outlook Preview pane Schedule automated archiving (jobs) out of working hours Database backup time Metalogix - Confidential

29 PAM4Exchange Outlook AddIn
Seamless integration with Outlook 2000 / XP / 2003 / 2007 Offers the most advanced functions for authorized users: Versioning Fulltext search Offline folder synchronization Manual archiving / retrieving Marking for deletion Metalogix - Confidential

30 PST Gatherer SV Used for automated PST files importing
Searches through client PCs Client-end application Autonomous setup Metalogix - Confidential

31 Running setup for PST Gatherer SV
Metalogix - Confidential

32 Configuring PST Gatherer
Set beginning, duration, frequency of search for PST files Specify when to start uploading, duration of upload and frequency Metalogix - Confidential

33 Thank you for your attention

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