Difference between revisions of "Quick Start Guide"

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= First Steps =
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__NOTOC__
 +
== Install MailStore Server ==
 +
If you have not already downloaded the free 30-day trial version, please download it from {{go.mailstore.com|target{{=}}website&context{{=}}server-trial-download|www.mailstore.com}} and start the installer by double-clicking the setup file.
  
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== Step 1: System Requirements and Installation ==
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{{#ev:youtube|https://youtu.be/uIyH3kePDG4|350|right|''Tech Tip: Basics of Installing''}}
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MailStore Server can be installed on any PC on the network. If an email server is used, it does not have to run on the same system as the MailStore server. All necessary components are already included in the setup of MailStore Server as well; no database server, such as Microsoft SQL, is required. Operation in virtual environments, such as VMware, is entirely possible as well.  
+
It is a typical Microsoft Windows installer package. Thus, simply follow the on-screen prompts until you are asked to install a license.
  
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'''Supported Operating Systems (32-bit and 64-bit Versions)'''
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'''Hint''': Due to low system requirements, MailStore Server can be installed on a normal workstation computer for testing. Tests with a larger number of users should be done in an environment that follows our [[System Requirements]]. Our Tech Tip video provides an overview.
  
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* Microsoft Windows 2000 Service Pack 4 ([[Notes_Regarding_MailStore_and_Microsoft_Windows_2000|please read the notes]])
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A test installation can be converted to a full version by just replacing the license key. It can also be moved to another computer at any time.
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* Microsoft Windows XP Service Pack 2 or higher
+
<br clear="all">
−
* Microsoft Windows Vista
 
−
* Microsoft Windows 7
 
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* Microsoft Windows Server 2003 (incl. SBS)
 
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* Microsoft Windows Server 2008 (incl. SBS and R2)
 
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* Microsoft Windows Home Server Power Pack 2 or higher
 
  
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'''Other Software'''
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=== Install Trial License ===
 +
[[File:Setup003.png|right|350px]]
 +
After the program files have been copied by the installation program, you are required to enter a product key.
  
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* Microsoft .NET Framework Version 2.0 (installed automatically if required)
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You can now either install the trial license you were emailed after downloading the free trial version or a license you have purchased.
  
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MailStore Server only has minimal hardware requirements. Generally, a typical desktop computer is sufficientas a testing environment.
+
<br style="clear: both;" />
 +
 
 +
=== Configure Certificate ===
 +
[[File:Setup003a.png|right|350px]]
 +
In the next step you need to configure the certificate to be used by MailStore Server in order to ensure authenticity and security for all inbound connections.
 +
 
 +
Though not recommended for production use, self-signed certificates may be a acceptable choice for a trial installation. But keep in mind that self-signed certificates will trigger certificate warnings in web browsers and email clients.  
  
−
== Step 2: Starting MailStore Client ==
+
A better option is [[Using_Lets_Encrypt_Certificates|using Let's Encrypt Certificates]], which are suitable for both production and trial use.
−
One instance of MailStore Client is automatically included when installing MailStore Server. When logging on to MailStore Client as administrator, you can call up nearly all administrative functions and access any archived emails.
+
 
 +
The certificate can be changed any time after the installation through the [[MailStore Server Service Configuration]] tool.
  
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[[File:Gsta_login_01.png|left|240px]]
 
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* Start MailStore Client.
 
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* Enter user name ''admin'' and password ''admin'' and click ''OK''.
 
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* Install the free test license you received via email.
 
 
<br style="clear: both;" />
 
<br style="clear: both;" />
  
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== Step 3: Setting Up Users ==
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=== Configure Self-Signed Certificate ===
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In the archive, emails are always assigned to individual users. Before any emails can be archived, first, you must set up new users:
+
[[File:Setup003a1.png|right|350px]]
 +
 
 +
To create a self-signed certificate that matches the actual server name, enter the name (i.e. mailstore.example.com) into the corresponding field ''Server Name''. This server name should be resolvable via DNS by your client computer.
  
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[[File:Users.jpg|left|240px]]
 
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* Click on ''Administrative Tools'' and then on ''Users''.
 
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* Click on ''Create New'' to set up a new user manually.
 
−
* Alternatively, the MailStore user list can be synchronized with your Active Directory using [[Active Directory Integration]]. Information about synchronization using other LDAP based directory services is available in the article [[Generic LDAP Integration]].
 
 
<br style="clear: both;" />
 
<br style="clear: both;" />
  
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== Step 4: Creating and Executing an Archiving Task ==
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=== Complete the Installation ===
 +
[[File:Setup004.png|right|350px]]
 +
At the end of the installation, select whether MailStore should automatically configure the Windows firewall and search for license and product updates regularly.
 +
 
 +
'''Help us to improve MailStore''' by enabling the option ''Submission of anonymous usage data'', whereby you help us to even better understand how our software is being used.
  
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[[File:Arch_profiles_01.png|left|240px]]
 
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Once you have set up their accounts, you can archive emails for the new users:
 
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* Click on ''Archive Email''.
 
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* In the upper area of the application window, select the source from which emails are to be archived.
 
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* A wizard will help you define the properties of your archiving task (e.g. which mailbox is to be archived by which email server).
 
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* Once completed, you can find your new archiving task in the list under ''Saved Settings (Profiles)''.
 
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* You can now run your archiving task manually or specify a schedule for its execution.
 
 
<br style="clear: both;" />
 
<br style="clear: both;" />
  
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* Each archiving task can be executed any number of times. MailStore only archives emails which are not yet stored in the archive. By default, no emails will be deleted and no changes will be made to the mailboxes, email clients or email files (e.g. PST files) that are to be archived.
+
== Logging on as Administrator ==
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* When archiving, emails will be indexed automatically and can be located using the integrated full-text search. By default, the contents of file attachments are not included in the search index. To be able to include the contents of certain file attachments in the search, MailStore Server has to be configured accordingly. This can be done in ''Administrative Tools'' under ''Search Indexes''.
+
[[File:Gsta_login_02.png|right|350px]]
 +
The logon credentials (username/password: ''admin'') required for a newly-installed MailStore Server show up automatically in the two login dialogs.
  
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== Step 5: Setting Up User Access to the Archive ==
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Therefore simply click ''Next'' and ''Log in'' in the username and password dialog to log on.
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MailStore provides several different ways for users to access their archived emails (their user archive):
 
  
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=== Using MailStore Client ===
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<br style="clear: both;" />
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This Windows application can be installed to the user computers manually or via software distribution. Users can log on to MailStore Server using Windows Authentication or with their access data stored in the MailStore User Management. MailStore Client can be downloaded separately under http://www.mailstore.com/en/downloads.aspx.
 
  
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=== Using the MailStore Add-In for Microsoft Outlook ===
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== Changing the Password ==
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The add-in can be included in the installation of MailStore Client; it provides access to the archive directly from Microsoft Outlook.
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[[File:LoginChangePassword001.png|right|350px]]
 +
After you have logged in, you are required to change the admin user's password.
  
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=== Using an Internet Browser (MailStore Web Access) ===
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Enter the new password into both the ''New Password'' and ''Repeat Password'' fields and click ''OK'' to proceed.
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The archive can be accessed using any internet browser; it does not require any additional software to be installed on the user computers. Simply enter ''http://servername:8461'',or ''https://servername:8462'' for an encrypted connection, into your browser. Please replace ''servername'' with the actual name of the server on which MailStore Server was installed.
 
  
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= The Right Archiving Strategy =
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The passwords must meet the [[Notes on Password Complexity|complexity rules]].
−
MailStore Server offers a variety of archiving methods which can be combined in many different ways.Selecting the right strategy for your business depends on your objectives as well as your existing email infrastructure.
+
 
 +
<br style="clear: both;" />
 +
 
 +
== Create Users ==
 +
It may be more economical to synchronize users with a directory service rather than creating them manually, depending on your system environment. In addition to Active Directory and generic LDAP support, MailStore Server also enables you to synchronize users from MDaemon, Kerio Connect and IceWarp mail servers. By means of the generic Application Integration, users can also be synchronized with your own backend.
 +
 
 +
If your initial archiving needs only encompass a single mailbox or email files (such as a PST file), manual user creation is entirely adequate.
 +
 
 +
=== Option 1: Synchronize Users ===
 +
To set up synchronization with a directory service in MailStore Server,
 +
proceed as follows:
 +
 
 +
* Click ''Administrative Tools'' > ''Users and Archives'' > ''Directory Services''.
 +
* Change the ''Directory Services Type'' to the directory service that matches your environment.
 +
* Next, enter the required settings for the selected ''Directory Services Type''. In-depth descriptions of these settings are provided in the MailStore Server help section.
 +
* ''Optional:'' Click ''Default Privileges...'' to view and specify privileges for new users provided from a directory service.
 +
* To test your entries, click ''Test Settings'' and check the results.
 +
* To synchronize, and thereby create the users, click ''Synchronize Now''.
 +
 
 +
'''Hint:''' Some archiving profiles provide a ''Synchronize with directory service before archiving'' option, which can be used to ensure that MailStore synchronizes users and their properties regularly.
 +
 
 +
=== Option 2: Create Users Manually ===
 +
[[File:QuickStart_users.png|right|350px]]
 +
To create users manually, proceed as follows:
 +
 
 +
* Click ''Administrative Tools'' > ''Users and Archives'' > Users''.
 +
* Click Create ''New...''.
 +
* Enter a user name for the new user and confirm with ''OK''.
 +
* In the next window, enter the full user name and click the ''Password...'' button to specify a MailStore password for the new user. Passwords must meet the [[Notes on Password Complexity|complexity rules]].
 +
* Click ''OK'' to apply the settings and exit the User Properties.
 +
 
 +
'''Note:''' Manually-created users are permitted to archive email by default.
 +
 
 +
== Archiving Management based on Profiles ==
 +
=== Overall Concept ===
 +
In MailStore Server, email archiving is controlled using archiving profiles.
 +
An archiving profile contains the following data:
 +
 
 +
* What is archived (for example, a specific mail server)
 +
* How much is archived (for example, specified mailboxes or a specific folder within a mailbox)
 +
* Additional settings such as deletion rules (these settings are disabled by default, enabling you to safely test MailStore in live operating environments)
 +
 
 +
'''Note:''' Archiving profiles can either be run manually or according to a
 +
schedule and they can be modified or deleted at any time. This has no
 +
effect on previously archived emails.
 +
 
 +
'''Note:''' In MailStore Server, archived emails are always associated with
 +
specific users and stored in the corresponding user archives.
 +
 
 +
=== Archiving Your First Email ===
 +
[[File:WuickStart_arch.png|left|350px]]
 +
MailStore users who are assigned the required privileges by the MailStore Administrator are able to archive individual mailboxes, local email client profiles, and email files.
 +
 
 +
Administrators are additionally able to centrally archive email for several or all users. Archiving profiles such as ''Multiple Mailboxes'' can be used for this purpose. To get to know MailStore, we recommend first archiving a single mailbox or a local email client profile. To do this, proceed as follows:
 +
 
 +
<br style="clear: both;" />
  
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== Onetime Archiving of Existing Emails ==
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* Click ''Archive Email''.
−
Generally, it is sensible to start with archiving the existing emails and thereby making them permanently available to your business. This should include emails stored in a decentralized location, in PST files or email clients, for example.
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* In the ''Create Profile'' area, select the source for archiving your email.
 +
* You can then specify the properties of the archiving profile using the Setup Wizard provided.
 +
* The last page in the Setup Wizard dialog box provides a ''Finish'' button, which you need to click in order to run the archiving profile.
  
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== Archiving Emails while Sending and Receiving ==
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After archiving is complete, you can immediately access the archived emails using the folder structure provided on the left of the window. The archiving profile you have just created is now displayed in the ''Saved Profiles'' list. From here, you can run it whenever it is required.
−
'''Implementation'''
 
−
* If using Microsoft Exchange, this is done by archiving the Journal mailbox.
 
−
* If using IMAP4 compatible email servers such as Novell GroupWise, Kerio MailServer or Mdaemon, this is done by archiving multidrop mailboxes (also called catchall mailboxes).
 
−
* In all other cases, as well as in companies without their own email server, this can be done using the MailStore proxy server which is available to all MailStore customers free of charge.
 
  
−
'''Advantages'''
+
'''Note:''' If you are logged on as the MailStore Administrator while setting up the archiving profile, you can also specify the user archive in which the emails are stored. If you are logged on as a regular user, this is always your own user archive. Please note that in case you are archiving emails into the archive of another user, you will not be able to access these emails, as long as the ''Archive Access'' is blocked for MailStore administrators in the [[Compliance General|compliance settings]].
−
* Archiving is always comprehensive.
 
  
−
'''Disadvantages'''
+
== User Access to the Archive ==
−
* Emails can only be assigned to users as sent or received objects in the archive; a depiction of the folder structure is not possible.
+
Users can access their individual user archives in a variety of ways. Click the ''Install MailStore Client on other Computers'' link on the desktop to access the installers for MailStore Client and the MailStore Outlook add-in.
−
* The volume of emails in the mailboxes cannot be reduced by using deletion rules because the mailboxes are not accessed during the archiving process. Time-Controlled Execution of Archiving Tasks Each archiving task can be executed according to a schedule. You can specify, for example, that all mailboxes on the email server will be examined and all new or modified emails will be archived daily at 10pm.
 
  
−
'''Advantages'''
+
=== Via MailStore Client ===
−
* The folder structure of the mailboxes, email clients or PST files is applied in the archive as well, thereby facilitating access to the archived emails for the users.
+
With MailStore Client, users can access MailStore Server from any computer in the network. With this option, users can search and view emails that have been archived specifically for them. Additionally, users with the corresponding privileges can use MailStore Client to archive emails themselves.
−
* Archived emails can be deleted from the mailboxes according to predefined rules, thereby reducing the workload of the email server.
 
−
'''Disadvantages'''
 
−
* It is possible to delete emails before they can be archived (even if archiving intervals are very short).
 
  
−
== Time-Controlled Execution of Archiving Tasks ==
+
=== Via the MailStore Outlook Add-In ===
−
Each archiving task can be executed according to a schedule. You can specify, for example, that all mailboxes on the email server will be examined and all new or modified emails will be archived daily at 10pm.
+
The MailStore Outlook add-in provides an additional toolbar in Microsoft Outlook that permits easy access to the archive.
  
−
'''Advantages'''
+
=== Via Other Email Clients ===
−
* The folder structure of the mailboxes, email clients or PST files is applied in the archive as well, thereby facilitating access to the archived emails for the users.
+
MailStore Server provides an integrated IMAP server, that offers you read-only access to the archive for any IMAP capable email client. Especially for alternative email clients (Mozilla Thunderbird) or operating systems (e.g. MacOS or Linux), as well as for mobile platforms such as Android, IPhone or Symbian, this is a very convenient way of accessing the archive.
−
* Archived emails can be deleted from the mailboxes according to predefined rules, thereby reducing the workload of the email server.
 
  
−
'''Disadvantages'''
+
=== Via an Internet Browser (MailStore Web Access) ===
−
* It is possible to delete emails before they can be archived (even if archiving intervals are very short).
+
MailStore Web Access provides users with access to the archive via any Internet browser and due to its responsive design also supports mobile devices. No additional software needs to be installed on the user's  computers. Simply enter <tt><nowiki>https://servername:8462</nowiki></tt> in your browser. Make sure to replace ''servername'' with the actual fully qualified domain name (e.g. <tt>mailstore.example.com</tt>) of the computer where MailStore Server is installed.
  
−
= The Right Storage Strategy =
 
−
MailStore Server uses scalable, high-performance storage technology; it can easily process even large amounts of data and serve companies with well over 1,000 mailboxes and users without ever reaching any limits of performance or capacity. Please consider the following recommendations:
 
−
* For each real user, set up a MailStore user and avoid creating collective users such as “accounting”. Reason: MailStore creates a search index for each user in order to optimize performance; this effect is lost when using collective users.
 
−
* In ''Administrative Tools'' under ''Storage Locations'', create a new file group for every 500,000 to 1,000,000 emails; this can also be done automatically. Advantage: Each file group is an autonomous archive unit with its own databases, search indexes and other storage structures. Adding file groups regularly ensures a consistently high performance for search- and archiving processes. Although it consists of individual archive units, users always see the archive in its entirety.
 
−
* The MailStore storage technology also supports iSCSI, Fibre Channel, NAS and SAN. Please refer to the corresponding article [[Using Network Attached Storage (NAS)]].
 
−
* MailStore does not substitute backups. Please use the backup feature integrated in MailStore Server or set your existing backup software to include the MailStore data directories in the backup procedure. Please also keep in mind that, if using external backup software, the MailStore Server service must be stopped before executing the backup procedure.
 
  
 
[[de:Quick_Start_Guide]]
 
[[de:Quick_Start_Guide]]
 +
[[en:Quick_Start_Guide]]

Latest revision as of 12:07, 16 April 2021

Install MailStore Server

If you have not already downloaded the free 30-day trial version, please download it from www.mailstore.com and start the installer by double-clicking the setup file.

Tech Tip: Basics of Installing

It is a typical Microsoft Windows installer package. Thus, simply follow the on-screen prompts until you are asked to install a license.

Hint: Due to low system requirements, MailStore Server can be installed on a normal workstation computer for testing. Tests with a larger number of users should be done in an environment that follows our System Requirements. Our Tech Tip video provides an overview.

A test installation can be converted to a full version by just replacing the license key. It can also be moved to another computer at any time.

Install Trial License

Setup003.png

After the program files have been copied by the installation program, you are required to enter a product key.

You can now either install the trial license you were emailed after downloading the free trial version or a license you have purchased.


Configure Certificate

Setup003a.png

In the next step you need to configure the certificate to be used by MailStore Server in order to ensure authenticity and security for all inbound connections.

Though not recommended for production use, self-signed certificates may be a acceptable choice for a trial installation. But keep in mind that self-signed certificates will trigger certificate warnings in web browsers and email clients.

A better option is using Let's Encrypt Certificates, which are suitable for both production and trial use.

The certificate can be changed any time after the installation through the MailStore Server Service Configuration tool.


Configure Self-Signed Certificate

Setup003a1.png

To create a self-signed certificate that matches the actual server name, enter the name (i.e. mailstore.example.com) into the corresponding field Server Name. This server name should be resolvable via DNS by your client computer.


Complete the Installation

Setup004.png

At the end of the installation, select whether MailStore should automatically configure the Windows firewall and search for license and product updates regularly.

Help us to improve MailStore by enabling the option Submission of anonymous usage data, whereby you help us to even better understand how our software is being used.


Logging on as Administrator

Gsta login 02.png

The logon credentials (username/password: admin) required for a newly-installed MailStore Server show up automatically in the two login dialogs.

Therefore simply click Next and Log in in the username and password dialog to log on.


Changing the Password

LoginChangePassword001.png

After you have logged in, you are required to change the admin user's password.

Enter the new password into both the New Password and Repeat Password fields and click OK to proceed.

The passwords must meet the complexity rules.


Create Users

It may be more economical to synchronize users with a directory service rather than creating them manually, depending on your system environment. In addition to Active Directory and generic LDAP support, MailStore Server also enables you to synchronize users from MDaemon, Kerio Connect and IceWarp mail servers. By means of the generic Application Integration, users can also be synchronized with your own backend.

If your initial archiving needs only encompass a single mailbox or email files (such as a PST file), manual user creation is entirely adequate.

Option 1: Synchronize Users

To set up synchronization with a directory service in MailStore Server, proceed as follows:

  • Click Administrative Tools > Users and Archives > Directory Services.
  • Change the Directory Services Type to the directory service that matches your environment.
  • Next, enter the required settings for the selected Directory Services Type. In-depth descriptions of these settings are provided in the MailStore Server help section.
  • Optional: Click Default Privileges... to view and specify privileges for new users provided from a directory service.
  • To test your entries, click Test Settings and check the results.
  • To synchronize, and thereby create the users, click Synchronize Now.

Hint: Some archiving profiles provide a Synchronize with directory service before archiving option, which can be used to ensure that MailStore synchronizes users and their properties regularly.

Option 2: Create Users Manually

QuickStart users.png

To create users manually, proceed as follows:

  • Click Administrative Tools > Users and Archives > Users.
  • Click Create New....
  • Enter a user name for the new user and confirm with OK.
  • In the next window, enter the full user name and click the Password... button to specify a MailStore password for the new user. Passwords must meet the complexity rules.
  • Click OK to apply the settings and exit the User Properties.

Note: Manually-created users are permitted to archive email by default.

Archiving Management based on Profiles

Overall Concept

In MailStore Server, email archiving is controlled using archiving profiles. An archiving profile contains the following data:

  • What is archived (for example, a specific mail server)
  • How much is archived (for example, specified mailboxes or a specific folder within a mailbox)
  • Additional settings such as deletion rules (these settings are disabled by default, enabling you to safely test MailStore in live operating environments)

Note: Archiving profiles can either be run manually or according to a schedule and they can be modified or deleted at any time. This has no effect on previously archived emails.

Note: In MailStore Server, archived emails are always associated with specific users and stored in the corresponding user archives.

Archiving Your First Email

WuickStart arch.png

MailStore users who are assigned the required privileges by the MailStore Administrator are able to archive individual mailboxes, local email client profiles, and email files.

Administrators are additionally able to centrally archive email for several or all users. Archiving profiles such as Multiple Mailboxes can be used for this purpose. To get to know MailStore, we recommend first archiving a single mailbox or a local email client profile. To do this, proceed as follows:


  • Click Archive Email.
  • In the Create Profile area, select the source for archiving your email.
  • You can then specify the properties of the archiving profile using the Setup Wizard provided.
  • The last page in the Setup Wizard dialog box provides a Finish button, which you need to click in order to run the archiving profile.

After archiving is complete, you can immediately access the archived emails using the folder structure provided on the left of the window. The archiving profile you have just created is now displayed in the Saved Profiles list. From here, you can run it whenever it is required.

Note: If you are logged on as the MailStore Administrator while setting up the archiving profile, you can also specify the user archive in which the emails are stored. If you are logged on as a regular user, this is always your own user archive. Please note that in case you are archiving emails into the archive of another user, you will not be able to access these emails, as long as the Archive Access is blocked for MailStore administrators in the compliance settings.

User Access to the Archive

Users can access their individual user archives in a variety of ways. Click the Install MailStore Client on other Computers link on the desktop to access the installers for MailStore Client and the MailStore Outlook add-in.

Via MailStore Client

With MailStore Client, users can access MailStore Server from any computer in the network. With this option, users can search and view emails that have been archived specifically for them. Additionally, users with the corresponding privileges can use MailStore Client to archive emails themselves.

Via the MailStore Outlook Add-In

The MailStore Outlook add-in provides an additional toolbar in Microsoft Outlook that permits easy access to the archive.

Via Other Email Clients

MailStore Server provides an integrated IMAP server, that offers you read-only access to the archive for any IMAP capable email client. Especially for alternative email clients (Mozilla Thunderbird) or operating systems (e.g. MacOS or Linux), as well as for mobile platforms such as Android, IPhone or Symbian, this is a very convenient way of accessing the archive.

Via an Internet Browser (MailStore Web Access)

MailStore Web Access provides users with access to the archive via any Internet browser and due to its responsive design also supports mobile devices. No additional software needs to be installed on the user's computers. Simply enter https://servername:8462 in your browser. Make sure to replace servername with the actual fully qualified domain name (e.g. mailstore.example.com) of the computer where MailStore Server is installed.

Retrieved from "https://help.mailstore.com/en/server/index.php?title=Quick_Start_Guide&oldid=6984"