Difference between revisions of "Template:Archiving Exchange Public Folder"

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== Setting up the Archiving Process ==
 
 
 
Please proceed as follows:
 
Please proceed as follows:
  
 
* Log on to MailStore Client as administrator.
 
* Log on to MailStore Client as administrator.
 
* Click on ''Archive Email''.
 
* Click on ''Archive Email''.
* From the list in the upper area of the window, select ''Microsoft Exchange'' to create a new archiving profile.
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* From the ''Email Servers'' list in the ''Create Profile'' area of the window, select ''Microsoft Exchange'' to create a new archiving profile.
 
* A wizard opens to assist in specifying the archiving settings.
 
* A wizard opens to assist in specifying the archiving settings.
 
* Select ''Public Folders''.
 
* Select ''Public Folders''.
*:[[File:Xchg_public_01.png|center|372px]]
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{{#ifeq: {{{1}}}|Office 365|*: [[File:Office365_public_01.png|center|347px]]
* Under '''''Access via''''', select the protocol to be used to access the Exchange server. Whenever possible, ''HTTPS'' should be used.
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* Under ''Access via'', leave the protocol on ''HTTPS''. The option ''Accept all certificates'' should also be left deactivated because Office 365 uses trusted certificates.|*:[[File:Xchg_public_01.png|center|350px]]
* '''Please note:''' Depending on the protocol chosen, there is the option to '''''Ignore SSL Warnings'''''. Generally, these warnings appear if an unofficial certificate is used on the server.
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* Under ''Access via'', select ''HTTPS'' or ''HTTP''.
* Under '''''Host''''', enter the name of the Exchange server.
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*: '''Please note if you choose HTTPS:''' {{Option Accept all certificates}} }}
* Under '''''User Name''''', enter the Windows login name of the user who has full access to the public folder (e.g. ''[email protected]'' or ''[email protected]'').
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* {{#ifeq: {{{1}}}|Office 365|Leave the setting of ''Host'' to its default ''(Auto Detect)''.|Under ''Host'', enter the name of your Exchange server.}}
* '''Please note:''' Alternatively, any user with the appropriate access privileges for the mailbox to be archived can be specified. In this case, it is imperative that the mailbox to be archived is specified under ''Mailbox (opt.)''.
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* Under ''User Name'', enter the {{{1|Windows}}} login name of the user you have prepared in step 2 for public folder access.
* As long as the user's email address matches that of the user's Windows login name, the field '''''Mailbox (opt.)''''' can be left blank. Otherwise, the user's email address has to be entered here.
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* Under ''Password'', enter the user's password.
* Under '''''Password''''', enter the user's password.
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* Click on ''Test'' to verify that MailStore can access the public folders.
* Change the preset value under '''''Mailbox (opt.)''''' only if needed.
 
* Click on '''''Test''''' to verify that MailStore can access the mailbox.
 
 
* Click on ''Next'' to continue.
 
* Click on ''Next'' to continue.
*:[[File:Xchg_public_03.png|center|372px]]
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*:[[File:Xchg_public_03.png|center|347px]]
* If needed, adjust the settings for the [[Email_Archiving_with_MailStore_Basics#Archiving_Specific_Folders|List of Folders to be Archived]], the filter and the [[Email_Archiving_with_MailStore_Basics#Archiving_Specific_Folders|Deletion Rules]]. By default, no emails will be deleted from the mailbox. The ''Timeout'' value only has to be adjusted in specific cases (e.g. with very slow servers).
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* Adjust the settings for the [[Email_Archiving_with_MailStore_Basics#Archiving_Specific_Folders|List of Folders to be Archived]]. By default, all public folders that contain emails will be archived.
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* If needed, adjust [[Email_Archiving_with_MailStore_Basics#Specifying_Filter_Criteria_for_Archiving|the filter]] and the [[Email_Archiving_with_MailStore_Basics#Deleting_Emails_after_Archiving|Deletion Rules]]. By default, no emails will be deleted from the public folders. The ''Timeout'' value only has to be adjusted in specific cases (e.g. with very slow servers).
 
* Click on ''Next'' to continue.
 
* Click on ''Next'' to continue.
*:[[File:Xchg_public_02.png|center|372px]]
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*:[[File:Xchg_public_02.png|center|347px]]
* At the next step, the '''''Target Archive''''' can be specified. Select the archive of the user for whom the selected mailbox is to be archived (see section "Preparation" above). If the user does not exist yet, please click on ''Create a New User'', then click on ''Next''.
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* In the next step, select the archive of the user you have prepared in step 1.
* At the last step, a '''name for the archiving profile can be specified'''. After clicking Finish, the archiving profile will be listed under ''Saved Settings (Profiles)'' and can be run immediately, if desired.
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* In the last step, specify a name for the archiving profile. After clicking ''Finish'' the archiving profile will be listed under ''Saved Profiles'' and can be run immediately or automatically if desired.
More information on how to execute archiving profiles can be found under the topic [[Email Archiving with MailStore Basics]]
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<noinclude>
<p class="msnote">'''Important notice:''' MailStore may not be able to archive a new Exchange mailbox that has never been accessed by any user. In this case it may be necessary for you (or the owner of the mailbox) to log on to this mailbox before archiving, using Outlook Web Access (OWA), for example.</p>
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[[de:Vorlage:Archivierung Exchange Öffentliche Ordner archivieren]]
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[[en:Template:Archiving Exchange Public Folder]]
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</noinclude>

Latest revision as of 11:42, 11 September 2023

Please proceed as follows:

  • Log on to MailStore Client as administrator.
  • Click on Archive Email.
  • From the Email Servers list in the Create Profile area of the window, select Microsoft Exchange to create a new archiving profile.
  • A wizard opens to assist in specifying the archiving settings.
  • Select Public Folders.
    Xchg public 01.png
  • Under Access via, select HTTPS or HTTP.
    Please note if you choose HTTPS: If the certificate provided by the remote host cannot be verified (e.g. self-signed or signed by an unknown certificate authority), enable the option Accept all certificates to allow MailStore to establish a connection. As this option leads to an insecure configuration, warnings may appear in the summary and/or the dashboard.
  • Under Host, enter the name of your Exchange server.
  • Under User Name, enter the Windows login name of the user you have prepared in step 2 for public folder access.
  • Under Password, enter the user's password.
  • Click on Test to verify that MailStore can access the public folders.
  • Click on Next to continue.
    Xchg public 03.png
  • Adjust the settings for the List of Folders to be Archived. By default, all public folders that contain emails will be archived.
  • If needed, adjust the filter and the Deletion Rules. By default, no emails will be deleted from the public folders. The Timeout value only has to be adjusted in specific cases (e.g. with very slow servers).
  • Click on Next to continue.
    Xchg public 02.png
  • In the next step, select the archive of the user you have prepared in step 1.
  • In the last step, specify a name for the archiving profile. After clicking Finish the archiving profile will be listed under Saved Profiles and can be run immediately or automatically if desired.