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