contentACCESS documentation – version Orion

  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 type
      3. Components
      4. Prerequisites
      5. Base folder
      6. Service settings
      7. Database connection
      8. contentACCESS Central Administration
      9. Backup Administration for Microsoft 365
      10. contentACCESS Web Services (Proxy)
      11. contentACCESS Portal
      12. Preview service
      13. Central login
      14. Virtual drive
      15. Search service
      16. Search service (V2)
      17. SMTP server
      18. Overview
      19. Installation
      20. 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 compliance chat 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

2.2.Update of contentACCESS

Considerations before the contentACCESS update:

      1) check the Software requirements and contentACCESS prerequisites – what needs to be installed on the machine (where the contentACCESS installation wizard will run) and what is needed for the contentACCESS archive server
      2) updating from an older version can cause a longer database update – planning a wider update window is recommended!
      3) read the release notes to learn more about the new components and features

The update of contentACCESS is similar to the process of the first installation.
1. Download and run the setup package (contentACCESS X.X Setup.exe). As default, it unzips to C:TECH-ARROWcontentACCESS_Package folder, but you can use the Browse button if you want to change the directory. Click Unzip. After the files have been unzipped successfully, click OK.

2. contentACCESS installation wizard will open, and it will lead you through all the steps of the updating/deploying process. All components of contentACCESS can be updated during the deployment process. Click Installation on the Welcome page.

3. The first page is the End User License Agreement, where you need to check the checkbox I accept the term of agreement before you can click Next. The EULA needs to be accepted even if you update the contentACCESS from a previous version.

4. During the update, the Installation type step is skipped, and the Components page appears for the users. Here, you can check the new contentACCESS components you want to install during the update. You can always read more about the new components and features before the update in the release notes. The components are fully described in chapter contentACCESS components. It is recommended to read this section about the new components before you select them to be installed.

Note: The installation does not allow removing components. If you want to remove components, open Add/Remove program files, search for the given component, and uninstall it from there.

When you update the contentACCESS, the license key is already applied from the previous version, so you only need to select the new components and click Next.

Note: The license must be activated if it was not done recently. At this point, the license maintenance is also verified if the given setup version is allowed for installation. If your maintenance is expired, you are not allowed to install newer versions. To extend your maintenance, please contact sales@tech-arrow.com. Also, the user can activate the license key in the Central Administration interface of contentACCESS. For further information refer to the section How to activate your license key.

5. On the Prerequisites page, the wizard will check if your system (still) fulfills the software requirements. Some of the missing prerequisites will be installed directly from the wizard during the installation (having the yellow mark), but some must be installed manually (marked with the red cross).
Use the [refresh] button to actualize the prerequisite information after the missing software is installed. If it still doesn’t recognize some, restart the server and start the contentACCESS installation again. Once it is ready, the user can continue with the installation process. After the wizard has run the system requirements check, click NEXT.
For more information about these requirements, check the section above: Software requirements.

6. In the first install process, the next step is to select the installation base folder on the Options page. During the update, the base folder, the system administrator, and cache folder sections are filled out (saved from the previous installation process). In the latest versions of the contentACCESS, a new section appears, where you need to specify a Common log folder. This folder will be used for saving the logs from the contentACCESS. Click Next.

7. Service settings – here, you can keep the original settings or switch to the other option. If you previously selected the Run service as different user, during the update, you must re-enter your password to proceed. You can also test the credentials by clicking on the Test credentials button. Then click Next.

8. On the Database connection page, if it’s required, you need to re-enter the password, and you can also check the Use Windows integrated authentication checkbox. The other sections are disabled for safety reasons (changing the settings could cause issues in the database and in retrieving the archive date).

9. You previously defined the port number, the domain name, and the connection, and these settings are kept for the following components:

  • contentACCESS Central Administration
  • contentACCESS Web Services (Proxy)
  • Portal
  • Prievew service
  • Central login
  • Virtual drive
  • Search service (legacy)

In the update process, you can go through the pages without editing them. For more information about these components, please read the contentACCESS components chapter.





10. When you update from a version, which did not support the Search service (V2) component, you need to enable and install it during the update. First, you need to check the checkbox on the Components page (see above), then set the Elasticsearch index data path by pasting the copied folder URL or browsing from the menu. You can also define how to run the Elasticsearch service (as Local System or as different user). When all set, click on Next.

For more information about the installation of the Search service (v2) component, read this chapter of the manual. In case you would like to learn more about why we have two Search services, please refer to the “Why there are two Search services?” section on the contentACCESS setup package page.

Important: In case someone is updating from 5.X or older contentACCESS version, the indexes must be migrated. The migration is performed by our customer service, so please contact us (support@tech-arrow.com) if you require the service.

11. If the SMTP server was configured with the previous version(s), all you have to do to click on Next and proceed with the update. If you decide to install the SMTP server now, you can use this section as the guide for the setup.

12. The Overview step is the same for the first install and the update: the contentACCESS setup gives a general overview of the components you selected to install on the server. Click Next.

13. Click Install and wait until the installation process is completed. In the latest version(s), we display the action when the package stops the contentACCESS services and restarts them after the components are installed/updated. It is possible that for some reason the package does not restart the services, in which case you have to restart them manually.
It is possible that for some reason the package does not restart the services, in which case you have to restart them manually. If this is the case, a blue restart icon is displayed in the “Finalize Installation” row.

14. The last step is the Summary page. This window will give an overview of the already installed products:

On any failure, the same installation was to be started and executed again. This will repair the installation. Before the repair is performed, it is highly recommended to restart the server.

Note: If any problem occurred during the installation process, click on Open log file option in the left down corner of the last setup window (check above). The reason for the unsuccessful installation might be included in this log file.

Click Finish to complete the whole installation process.
After installation is completed and you want to continue with further settings and configurations in the contentACCESS Central Administration, click on Yes in the following popup window. This dialog pops up if you have installed the component now or if you have already installed it on another server (distributed environment).

Important: After the update, contentACCESS will also start the internal database update, which can take longer on larger systems, so it’s recommended to plan a wider update window.

After the update, please verify the functionality, and check the UI for new settings/configuration options.

It can happen that the database update does not run/finish correctly. In that case, the following (warning) message appears. If this happens, you can “Deploy” it automatically or “Download and deploy” it manually (then re-run the checking).

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