PAM4Exchange Date Metalogix – Training Documentation

Day 1: User & Admin (Day 2: Installation & Best Practice) Introduction End-user overview Archived vs. non-archived emails Customizing archive emails view in Outlook Accessing emails 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

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

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

The architecture Metalogix - Confidential

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

Reducing message size Metalogix - Confidential

Metalogix - Confidential

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

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

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

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

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

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

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

Hierarchical Storage Management (HSM) data storage system developed by Metalogix takes care of saving and securing archived emails (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

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

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

Backup & Disaster recovery concept Multiple archiving locations Metalogix - Confidential

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

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

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

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

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

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

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

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

Best practice Metalogix - Confidential Define retention time for which the emails 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

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 email archiving / retrieving Marking for deletion Metalogix - Confidential

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

Running setup for PST Gatherer SV Metalogix - Confidential

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

Thank you for your attention