contentACCESS documentation – version 7.0

  1. Introduction to contentACCESS
    1. Services provided by contentACCESS
    2. Software requirements
      1. contentACCESS prerequisites
  2. contentACCESS setup package
    1. Installation of contentACCESS
      1. EULA
      2. Installation mode
        1. Basic installation mode
          1. License Key
          2. Settings
        2. Advanced installation mode
          1. Installation type
          2. Components
          3. Prerequisites
          4. Options
          5. Service settings
          6. Database connection
          7. contentACCESS Central Administration
          8. Backup Administration for Microsoft 365
          9. contentACCESS Web Services (Proxy)
          10. contentACCESS Portal
          11. Preview service
          12. Central login
          13. Virtual drive
          14. Search service
          15. Search service (V2)
          16. SMTP server
      3. Overview
      4. Installation
      5. Summary
    2. Update of contentACCESS
      1. Managing the index reset or migration
  3. contentACCESS components
    1. contentACCESS Central Administration
      1. Central administration login
      2. contentACCESS Automated single sign on
      3. Central Administration logout
      4. contentACCESS Central Administration user interface
    2. contentACCESS Portal
      1. Logging in to contentACCESS Portal
      2. contentACCESS Portal Automated single sign on
    3. Backup Administration for Microsoft 365
    4. Virtual drive
    5. contentACCESS Web Services (Proxy)
    6. Central login page
  4. contentACCESS Tools
    1. Installing Outlook forms
    2. Legacy email archive connectors
    3. Legacy archive connector for Metalogix Archive Manager Exchange Edition (MAM EE)
      1. Installing Legacy MAM retrieve service and its configuration on the MAM server
      2. Configuration of the MAM server in contentACCESS Central Administration
    4. Legacy archive connector for Email Lifecycle Manager (ELM)
    5. Installing TECH-ARROW’s WinShortcutter
    6. contentACCESS Outlook add-in
      1. Installation of contentACCESS Outlook add-in
      2. How to use contentACCESS Outlook add-in
  5. Tenants in contentACCESS
    1. How to create a new tenant
      1. How to edit and disable a tenant
    2. Tenant limitations
    3. How to provide access to a tenant (adding new tenant administrators)
    4. Tenant administrator invitation types
    5. Tenant associations
      1. Tenant - database association
      2. Tenant - user association
    6. Tenant deletion
  6. General system configurations
    1. Connection
    2. User interface
    3. Users in contentACCESS
    4. Invitations
    5. Roles
      1. Creating roles
      2. Role details
      3. Role assignment
      4. Defining specific permissions of a role assignment
      5. Editing roles, editing role assignments
      6. Role cloning
      7. General use cases of how to create/assign roles
      8. Managing access to contentACCESS objects
    6. Login providers
      1. Login providers’ context menu options
      2. External login provider configuration
        1. Configuring Google OAuth
        2. Configuring Microsoft 365 login provider
        3. Exchange login provider
        4. External AD login provider
      3. Associating an enabled provider with a user login
      4. contentACCESS users in third party systems
    7. System
    8. Licensing
      1. How to activate your license key
    9. Notifications
    10. System logs — how to find out possible misconfigurations / reasons of potential system/job failures
    11. Configuration auditing
    12. Archive auditing
    13. Distributed environment in contentACCESS — Clusters
    14. Statistics
    15. Legal hold
    16. Task runner
    17. Indexing
    18. SMTP Servers
    19. SMTP Mappings
    20. SMTP Rules - selective journaling
    21. Sharing job
    22. Sharing settings
    23. How to create/configure databases — All databases
  7. Common features
    1. Databases
    2. Schedules
    3. Retentions
    4. Storages
      1. Amazon S3
      2. Wasabi storage
      3. Google drive storage
      4. Datengut storage
      5. Azure storage
      6. Disk storage
      7. HybridStore
      8. Perceptive storage
      9. Kendox storage
    5. Exchange connections
      1. Exchange performance settings – turning off the Exchange throttling policies
      2. Mixed Exchange environments in the Email Archive system
    6. Importing contentACCESS configurations from files
      1. Manual import of Exchange servers/groups/mailboxes to the contentACCESS Address book
      2. Importing File Archive root folders to be archived
  8. Creating new jobs in contentACCESS
  9. Jobs’ page, jobs’ context menu
  10. Filtering in jobs
  11. File Archive
    1. Introduction to File system archive
    2. File archive settings
    3. File archive Databases
    4. File archive System settings
    5. File archive Retentions
    6. File archive Storages
    7. Root folders
    8. Aliases
    9. File archive Schedules
    10. Provisioning settings and managing access to contentACCESS Portal
      1. File system provisioning job description
    11. Remote agents (file archive)
    12. Global rules (remote file archive)
    13. Configuring aliases
    14. Configuration of jobs available in contentACCESS File Archive
    15. Configuration of File archive retention changer job
    16. Configuration of File system archive job
      1. File system archive job description
    17. Configuration of a File system restore job
      1. File system restore job description
    18. Configuration of File system recovery job
      1. File system recovery job description
    19. Configuration of Delete job in File archive
      1. File system delete job description
    20. Configuration of File system shortcut synchronization job
      1. File system shortcut synchronization job description
    21. Configuration of Remote shortcutting job
      1. File system remote shortcutting job description
    22. Active/inactive documents in File system archive
  12. Email Archive
    1. Important settings before creating an Email Archive job
    2. Database settings
    3. Email archive System settings
      1. Hybrid exchange settings
    4. Email archive Provisioning settings
      1. Email archive provisioning job description
    5. Retention settings
    6. Shortcuts in email archiving
    7. Storing of archived emails
      1. LoboDMS storage
    8. Creating email archive schedulers
    9. User experience
      1. Exchange 2013+: contentACCESS MailApp in OWA 2013+ or on MS Outlook 2013+ desktop version
      2. Exchange 2010: OWA 2010 integration
    10. Address book objects
      1. Adding address book objects manually
      2. Removing groups and mailboxes from the Address book
    11. Granting access rights for mailbox users and explicit users to view the mailbox archive
      1. Creating contentACCESS Portal users (option 1)
      2. Manage access to a mailbox archive (option 2)
    12. Database and store assignment in email archiving
      1. How to assign database, storage and index zone to an Exchange group?
      2. How to assign database, storage and index zone to a mailbox?
      3. How to move data from source database/storage into a second (target) database/storage?
    13. contentACCESS MailApp access
    14. Remote agents (email archive)
    15. PST import
      1. PST import job description
    16. Creating Email archive jobs: archive, restore, recovery, delete, mailbox move, shortcut synchronizaion, shortcut repair
    17. Email archive job
      1. Email archive job configuration
      2. Email archive job description
      3. Email archive journal processing
        1. Recommendations after turning on journal archive
      4. Archiving of rights protected messages
    18. Email archive retention changer job
    19. Email restore job
      1. Email restore job configuration
      2. Email restore job description
    20. Email recovery job
      1. Email recovery job configuration
      2. Email recovery job description
    21. Configuration of Delete job in Email archive
      1. Email delete job description
    22. Journal post processing job
      1. Journal post processing job configuration
    23. Mailbox move job
      1. Mailbox move job configration
      2. Mailbox move job description
    24. Shortcut synchronization job
      1. Shortcut synchronization job configuration
      2. Email shortcut synchronization job description
    25. Shortcut repair job
      1. Shortcut repair job configuration
      2. Email shortcut repair job description
    26. Public folder archiving
      1. How to configure a job to archive public folders
      2. Public folders in the contentACCESS Portal archive
      3. User permissions to public folders
      4. Public Folder archiving in mixed Exchange environments
    27. Access to private emails and archiving them
    28. SMTP archiving
  13. SharePoint archive plugin
    1. SharePoint Archive settings
    2. SharePoint archive System settings
    3. Site connections in the SharePoint archive
    4. SharePoint archive Provisioning settings
      1. SharePoint provisioning job description
    5. Shortcut configuration in SharePoint
    6. SharePoint archive Address book
    7. SharePoint Archive job configuration
      1. SharePoint archive job description
    8. SharePoint archive retention changer job configuration
    9. SharePoint recovery job configuration
      1. SharePoint recovery job description
    10. Configuration of Delete job in SharePoint archive
      1. SharePoint delete job description
    11. SharePoint Publishing job
      1. SharePoint publishing job description
    12. SharePoint in the contentACCESS Portal archive
  14. OneDrive archive
    1. OneDrive Archive job configuration
    2. OneDrive archive Jobs
  15. GDPR plugin
    1. GDPR Settings
      1. GDPR Databases
      2. GDPR Schedules
      3. GDPR Index zones
    2. GDPR Processing
      1. GDPR File system settings
      2. GDPR Exchange settings
      3. GDPR Applications
      4. GDPR Jobs
        1. GDPR File system job
          1. GDPR file system job description
        2. GDPR Exchange job
          1. GDPR Exchange job description
        3. GDPR Application job
          1. GDPR application job description
  16. Teams archive
    1. Teams archive databases
    2. Teams archive System settings
    3. Teams archive Provisioning settings
    4. Shortcut configuration in Teams archive
    5. Teams archive Address book
      1. Removing objects from Teams archive Address book
    6. Teams archive Licensing
    7. Teams archive Jobs
      1. Teams archive job
      2. Teams compliance archive job
        1. Comparison between the Teams archive and Teams compliance archive jobs
      3. Teams chat archive job
      4. Teams chat compliance archive job
        1. Comparison between the Teams chat archive and Teams chat compliance archive jobs
      5. Teams archive recovery
        1. Teams recovery job description
      6. Configuration of Teams archive retention changer job
      7. Configuration of Teams chat archive retention changer job
      8. Configuration of Delete job in Teams archive
        1. Teams archive delete job description
      9. Configuration of Delete job in Teams chat archive
  17. Custom plugins
    1. Email management job configuration
    2. Storage replication plugin
    3. Sharing plugin
    4. Datengut plugin
    5. Email synchronizer plugin
    6. Categorize to Public folders plugin
    7. LoboDMS plugin
  18. ThreatTest
    1. ThreatTest configuration
      1. ThreatTest Databases
      2. ThreatTest System settings
      3. ThreatTest Schedules
      4. ThreatTest User experience
      5. ThreatTest Statistics
      6. ThreatTest Job
    2. Using ThreatTest App
  19. officeGATE
  20. contentACCESS Mobile
  21. Virtual drive configurations
  22. Teams application
  23. Application settings
  24. Terms of use
  25. FAQ
    1. Download sample for the file to be imported does not work
    2. Archiving is not working if MAPI is set to communicate with the Exchange server
    3. Virtual drive is still appearing after the uninstall
    4. Outlook forms problems
    5. Unable to open shortcuts of archived files on the server side
    6. Samples are not shown using 'Show sample" option in the Import dialog
    7. Do I need to create separate tenants for file archiving and email archiving
    8. What is the recommended database size for email, file and Sharepoint archiving
    9. The TEMP folder is running out of space when archiving big files
    10. The attachment could not be opened
    11. After updating Exchange 2013, the EWS connection might not work in contentACCESS
    12. If Windows authentication is not working in contentACCESS and an alias was created for contentACCESS
    13. contentACCESS Outlook add-in certificate issue
    14. Prerequisites for Microsoft 365 archiving
    15. PowerShell scripts for setting up Email archive
    16. How to reconfigure your email archive to use modern authentication for PowerShell
    17. Solution for Outlook security patches
    18. Solution for Outlook security patches through GPO
    19. Solution for indexing PDF files
    20. Microsoft 365 SuperUser mailbox configuration
    21. Microsoft 365 journaling
      1. Configuring Microsoft 365 journal forwarding through third-party Exchange Online Protection
    22. Organizational forms
    23. Multifactor authentication
    24. Region setting
    25. contentACCESS MailApp installation issue
    26. Azure app registration for Microsoft 365 archiving
      1. Grant permissions for Email archive
      2. Grant permissions for the OneDrive archive
      3. Grant permissions for the SharePoint archive
      4. Grant permissions for Teams archive
      5. How to request access to Microsoft Protected API
  26. Troubleshooting

2.1.2.1.2.Settings

On this page, the contentACCESS components are configured in the Basic installation mode using the following settings:

External contentACCESS server accessibility: Specify the name under which contentACCESS will be accessible externally. This field is automatically filled in when you enter the Settings page.

SSL certificate: Configure or select an SSL certificate by clicking the Configure button. In the pop-up window, you can choose from three options to configure the certificate:

  1. Load certificate from file – If you already have a certificate, click the Browse button to select the file and enter the password in the designated field. Use the Verify button to check the certificate’s validity. Once the verification is complete, the certificate details will be displayed at the bottom of the window.
  2. Select certificate from store – choose the location (Local Machine or Current User), then select the desired option from the drop-down list in the Store field. Click Select to open the list of available certificates and choose the most suitable one.
  3. Create self-signed certificate – use this option to generate a self-signed certificate. Enter the domain for which the certificate will be valid, provide a unique name for identification (especially for distinguishing certificates in IIS), set an expiration date, and click Create. Please note that this option generates the certificate, but it will only be added to the store during the installation process.

Once you have completed the certificate configuration, click OK to apply the changes.

Location of your data: Specify the storage path for contentACCESS data. The database and resource storage information will be saved here. Click the cACCESS 2.9 doc 7 button and browse to select the desired destination.

Location of temporary data: Define a temporary storage location for logs and cache by specifying the path where log files and cache data will be stored. Click the cACCESS 2.9 doc 7 button and browse to select the desired destination.

Database server: Configure the database server used by contentACCESS. For PostgreSQL, ensure that the database name starts with a lowercase letter. The dropdown menu provides three database types:

  • PostgreSQL (built-in) – for automatically installing the PostgreSQL server locally, if it’s not already installed on your machine
  • PostgreSQL (existing) – to configure an already existing PostgreSQL server
  • SQL Server – allows configuration of an existing SQL database

The built-in option is available only if the PostgreSQL server is not yet installed. In this case, the contentACCESS installation package will automatically install PostgreSQL locally.
All configuration settings are pre-filled for all three options but can be modified and customized by the user. The port is set to the default value, though you can specify a different port using the “Use the following port” option.
In the Authentication section you can view the password (Show password icon), generate a new password (Generate password icon), or copy the password (Copy password icon).
For PostgreSQL configurations, the authentication method is automatically set to “Password Authentication” and cannot be changed. For SQL Server, you can choose between “Password Authentication” or “Windows Authentication (Local System)“. If you select Windows Authentication, the User name and Password fields will be disabled.
The “Create new user” option is only enabled for PostgreSQL (existing) and SQL Server options, allowing you to create a new user within the database configuration window. This user can later be used in contentACCESS to configure tenants and databases.
The Test connection button is disabled for the PostgreSQL (built-in) database type, as the database does not yet exist. It will only be enabled for the PostgreSQL (existing) and SQL Server options.

Fully qualified contentACCESS server name: FQDN allows users to access contentACCESS from everywhere (from home, from the office etc.). Just like in the External contentACCESS server accessibility section, this field is automatically filled in when you enter the Settings page.

The System administrator password is automatically generated during the installation process. However, you can modify it or generate a new one by clicking the Configure button. In the pop-up window, you can manually enter a new password or generate a new password using the “Generate password” button. You also can view (Show password) and copy (Copy password) the current password by clicking the respective buttons.

Add Firewall Exceptions (External Access, SMTP Server): enabling this option allows contentACCESS sites and the SMTP server to be accessible externally. Selecting this option creates two Inbound Rules for contentACCESS in the Windows Defender Firewall with Advanced Security console: contentACCESS External Accessibility and contentACCESS SMTP Server.

The Copy Credentials button allows you to copy or save the database and system administrator credentials. This action is mandatory during the installation process because retrieving this information from the database later can be difficult. Therefore, we strongly recommend saving the credentials in a secure and easily accessible location. The installation cannot proceed to the next step until the credentials are copied as a TXT or saved as a CSV file.

Once you have completed the configuration and saved or copied the credentials, click NEXT to proceed to the Overview page, where you can review what contentACCESS will install during the Installation step.

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