To run the Netmail Archive Configuration Wizard for Exchange, follow the steps below.
How you connect will depend upon your current setup. Netmail suggests you use remote desktop and use the following login credentials:
Once connected, you’ll see the remote desktop.
Open Mozilla Firefox and navigate to
This will open the Configuration Wizard for Netmail Archive. There are several steps to follow in order to complete the setup of the Netmail archive server. The majority will use default settings.
1: In the drop down, select Netmail Archive option. Then click Start Setup.
2: A license screen will appear (not shown). To continue, accept the licensing agreement.
The system will automatically look for master archive nodes, before taking you to Step 3.
3: Netmail Node Role Selection
Two dropdown menus appear:
In dropdown 1, select Deploy a new Master (new Archive system)
In dropdown 2, select create a new administrative cluster
4: Platform Administrator
You will be required to setup new login credentials for a selected platform administrator. Enter an appropriate email address to receive reports and notifications.
Verify the password before proceeding
Enter an email address to receive reports and notifications
Once the credentials have been entered and the password verified, click Set Administrator
5: Password Sync and Migration
This is used to migrate settings from the current Netmail archive system – should you have one.
For the purpose of this deployment, leave this blank and click Next
From the configuration page, select your current exchange mail server
Note: Firewall port Https has to be open to the Exchange Server.
The Exchange Administer UPN is the account which will be used to create the connection with the Exchange server.
Enter the Exchange Admin Password
Click Test to make sure it will connect
7: Index Server Setup
The index server is not required for this migration.
Select Configure indexing now, automatically from the dropdown menu
8: Storage Configuration
This is where you will setup your archive storage on the server.
You can use a network location, local drive on the server (which we will setup) or you can use Netmail Store (another Netmail product). For the purpose of this guide, we will perform the steps to setup a server on a local drive.
9: End of Configuration
This page provides a summary of your configuration.
Final Step: Configuration Completed
After proceeding, the bar will indicate the progress of the installation.
When the installation is complete, you will be prompted with the option: LaunchNetmail Administration Console.
Note: Modifications can be done after the wizard is finished, and more locations can be created in the UI.
You will subsequently be brought to the login page.
Use Netmail as the username, and the password you created earlier in the process.