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| | + | Emails can be archived from the mailboxes of email servers such as Microsoft Exchange as well as from the locally installed email clients of the users. |
| | + | |
| | + | All archiving tasks can be performed manually or automatically according to a schedule. |
| | + | |
| | * [[Archiving Email: General]] | | * [[Archiving Email: General]] |
| | * [[Archiving Email from Outlook, Thunderbird and others]] | | * [[Archiving Email from Outlook, Thunderbird and others]] |
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| | * [[Archiving Emails from External Systems (File Import)]] | | * [[Archiving Emails from External Systems (File Import)]] |
| | | | |
| − | | + | = Various Archiving Features = |
| − | | |
| − | | |
| − | | |
| − | | |
| − | | |
| − | = Introduction ==
| |
| − | Emails can be archived from the mailboxes of email servers such as Microsoft Exchange as well as from the locally installed email clients of the users.
| |
| − | | |
| − | All archiving tasks can be performed manually or automatically according to a schedule.
| |
| − | | |
| − | == Various Archiving Features ==
| |
| | | | |
| | '''Archiving emails from Microsoft Outlook and other email clients'''<br/> | | '''Archiving emails from Microsoft Outlook and other email clients'''<br/> |
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| | *During the archiving process, emails and file attachments are automatically indexed for a full-text search. | | *During the archiving process, emails and file attachments are automatically indexed for a full-text search. |
| | *The file attachments to be indexed can be free defined. | | *The file attachments to be indexed can be free defined. |
| − |
| |
| − | = Working with Archiving Profiles =
| |
| − |
| |
| − | In MailStore, every archiving task is stored as an archiving profile. The archiving process is started by executing such a profile.
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| − |
| |
| − | Such an archiving profile could contain the following information:
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| − |
| |
| − | | |
| − | *FROM: Exchange server EXCHANGE01
| |
| − | *TO (Target archive in MailStore): peter.berten
| |
| − | *SCOPE: All folders except drafts
| |
| − | *DELETION RULE: Delete all archived emails older than 3 month from the Microsoft Exchange mailbox.
| |
| − |
| |
| − | == Creating an Archiving Profile ==
| |
| − |
| |
| − | *Start MailStore Client and click on ''Archive Email'' to create and execute an archiving profile.
| |
| − | *In the upper area of the application window, select the source from which the emails are to be archived (e.g. Microsoft Outlook). A wizard opens.
| |
| − | *At the first steps of the wizard, several different settings can be specified for the archiving profile. These include the selection of folders (e.g. "Inbox") and deletion rules (by default, no emails are deleted).
| |
| − | *Please note: If you are logged on to MailStore Server as administrator, you will be prompted for the target archive (user archive), in which the emails are to be stored. If logged on as regular user, the corresponding user archive will be used automatically.
| |
| − | *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.
| |
| − |
| |
| − | == Starting the Archiving Process ==
| |
| − |
| |
| − | From the list under ''Saved Settings (Profiles)'', select the archiving profile to be executed and click on ''Run''.
| |
| − |
| |
| − | [[File:arch_profiles_01.png|center|500px]]
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| − |
| |
| − | After the archiving process has been executed, a protocol appears. It contains information about the volume of emails that have been archived as well as any errors that may have occurred.
| |
| − |
| |
| − | In addition to being executed manually, archiving profiles can also be run automatically according to a schedule. Simply right-click on an existing profile and select Schedule Task. Additional information about this topic is available in chapter Automating the Archiving Process.
| |
| − |
| |
| − | == Executing Archiving Profiles Multiple Times ==
| |
| − |
| |
| − | Any archiving profile can be run any number of times without concern. MailStore only archives emails that are not yet stored in the target archive (the specified user archive). MailStore also detects if any emails were moved to a different folder within the source application (e.g. Microsoft Outlook) and repeats such moves in MailStore accordingly.
| |
| − |
| |
| − | == Editing Archiving Profiles ==
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| − |
| |
| − | To edit an existing archiving profile, right-click on the profile and select ''Properties''. Make any desired changes and click on ''OK'' to save the new settings.
| |
| − |
| |
| − | == Deleting Archiving Profiles ==
| |
| − |
| |
| − | If no longer needed, archiving profiles can be deleted. This has no effect on the emails that have already been archived. They remain in the archive. Right-click on the profile to be deleted and select ''Delete''. A confirmation prompt appears; click on ''OK''.
| |
| − |
| |
| − | == Managing and Executing the Archiving Profiles of Other Users ==
| |
| − |
| |
| − | As MailStore administrator (''admin''), the archiving profiles created by other users for themselves can be managed as well. Simply select the checkbox ''Show Profiles of All Users'' in the lower left corner of the screen. Now the profiles can be edited, executed or deleted as if they were your own.
| |
| − |
| |
| − | Exception: Executing the archiving profiles for Microsoft Outlook and other email clients for other users
| |
| − | Generally, it is sensible to execute these profiles exclusively on the computer on which the corresponding application is installed. More precisely: If Mr. Brown has an archiving profile for Microsoft Outlook, it can be viewed and edited by the administrator through MailStore Client. However, executing this profile only makes sense if it is run using the MailStore Client that is installed on Mr. Brown's computer. This exception is only valid for Outlook, Outlook Express/Windows Live Mail, Thunderbird and Seamonkey.
| |
| − |
| |
| − | = Archiving Email Clients and Servers =
| |
| − | = Archiving Emails from Outlook, Thunderbird and Other Applications =
| |
| − |
| |
| − | '''Important notice''': As opposed to all other archiving features, it is imperative that the MailStore Client software is installed on the user computer when archiving emails from Outlook, Thunderbird and other email applications.
| |
| − |
| |
| − | Once the archiving task is set up, it can be started manually by the user or executed automatically according to a schedule any number of times. During this process, the emails are transferred by the MailStore Client of the user to the central MailStore Server for archiving.
| |
| − |
| |
| − | Please note: If the user emails are accessible (e.g. on a network drive) to the MailStore administrator in form of individual PST files, they can be archived directly by the administrator. As opposed to archiving from Outlook, this can be done completely independently from the user and the user computer. Additional information about this topic is available in chapter Archiving Outlook PST Files Directly.
| |
| − |
| |
| − | == Supported Email Applications ==
| |
| − |
| |
| − | MailStore supports archiving emails from various email applications, including:
| |
| − |
| |
| − | *Microsoft Outlook 2000, XP, 2003, 2007
| |
| − | *Microsoft Outlook Express 6.0
| |
| − | *Microsoft Windows Mail (integrated in Windows Vista)
| |
| − | *Microsoft Windows Live Mail
| |
| − | *Mozilla Thunderbird 1.0, 1.5, 2.0
| |
| − | *Mozilla SeaMonkey 1.0
| |
| − |
| |
| − | Even email applications not listed here can often be archived using the file system (EML) and MBOX import. Additional information is available in chapter Archiving Emails from External Systems (File Import).
| |
| − |
| |
| − | == Procedure ==
| |
| − |
| |
| − | Setting up archiving processes for Outlook, Thunderbird and other email applications is done using archiving profiles. General information about archiving profiles is available in chapter Working with Archiving Profiles.
| |
| − |
| |
| − | *Create a MailStore user account (if one does not already exist) for each user whose emails are to be archived and grant them the privileges to archive emails and to create, edit and delete archiving profiles. Additional information is available in chapter User Management.
| |
| − | *Install the MailStore Client software on the corresponding user computers.
| |
| − | *Ask each user to log on to MailStore Server using their MailStore Client. Under Archive Email, a new archiving profile can be created for each user. In the upper area of the application window, select the source from which the emails are to be archived (e.g. Microsoft Outlook).
| |
| − | *A wizard opens. At the first steps of the wizard, several settings can be specified for the archiving profile. These include the selection of the folders (e.g. "Inbox") and deletion rules (by default, no emails are deleted). An explanation of these settings can be found later on in this chapter under "Settings for Archiving Profiles".
| |
| − | *If logged on to MailStore Server as administrator, the target archive can be specified at the next step of the wizard. Select the archive of the user whose computer is currently being used.
| |
| − | *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.
| |
| − |
| |
| − | == Starting the Archiving Process ==
| |
| − |
| |
| − | '''Starting the archiving process manually'''<br/>
| |
| − | On the start page of MailStore Client, click on ''Archive Email'' and from the list under ''Saved Settings (Profiles)'', select the appropriate archiving profile. Click on ''Run''. After the archiving process has been executed, a protocol appears. It contains information about the volume of emails that have been archived as well as any errors that may have occurred.
| |
| − |
| |
| − | This process can be repeated by the user any number of times. MailStore only archives those emails that are not yet stored in the corresponding user archive. In addition, MailStore detects if emails within the source application (e.g. Microsoft Outlook) were moved to a different folder and repeats such moves in MailStore accordingly.
| |
| − |
| |
| − | '''Automating the archiving process'''<br/>
| |
| − | In addition to being executed manually, archiving tasks can also be executed automatically according to a schedule. Simply right-click on an existing profile and select ''Schedule Task''. Additional information about this topic is available in chapter Automating the Archiving Process.
| |
| − |
| |
| − | Please note: As long as no deletion rules were specified upon creating the archiving profile, MailStore will never delete or otherwise modify emails in the source application (e.g. Microsoft Outlook).
| |
| − |
| |
| − | == Settings for Archiving Profiles ==
| |
| − |
| |
| − | Upon creating or editing an archiving profile, different settings can be specified for the archiving task. Settings vary depending on the type of the email client selected (e.g. ''Microsoft Outlook'' or ''Mozilla Thunderbird'').
| |
| − |
| |
| − | '''Folders''' - Specify here, which folders (e.g. "Inbox") are to be archived. Additional information is available in chapter Archiving Specific Folders.
| |
| − |
| |
| − | '''Filter''' - Also archive unread messages: By default, MailStore archives both read and unread emails. Clear the checkbox next to this text to exclude unread emails from the archiving process.
| |
| − |
| |
| − | '''Delete''' - If desired, MailStore can automatically delete emails from the source application (e.g. Microsoft Outlook), after they have been archived successfully. Additional information is available in chapter Deleting Emails after Archiving.
| |
| − |
| |
| − | == Settings Available for Outlook Only ==
| |
| − |
| |
| − | [[File:arch_mailclients_01.png|center|400px]]
| |
| − |
| |
| − | '''Archive Email Stored in your Local Outlook'''
| |
| − | If multiple Outlook profiles exist, to which the user can log on to, the Outlook profile to be archived can be selected here.
| |
| − |
| |
| − | '''Archive Email Stored in a PST File'''
| |
| − | Select this option if MailStore is to access the PST file directly. This option is described in chapter Archiving Outlook PST Files Directly.
| |
| − |
| |
| − | == Setings Available for Mozilla Thunderbird Only ==
| |
| − |
| |
| − | [[File:arch_mailclients_02.png|center|400px]]
| |
| − |
| |
| − | '''Profile:''' If multiple Thunderbird profiles exist, to which the user can log on to, the profile to be archived can be selected here. Alternatively, by using the ''Browse'' button, any directory containing Thunderbird data (e.g. from the portable version) not listed under ''Profile'' can be specified. Select the directory containing the file ''prefs.js''.
| |
| − |
| |
| − | == Settings Available for Mozilla SeaMonkey Only ==
| |
| − |
| |
| − | [[File:arch_mailclients_03.png|center|400px]]
| |
| − |
| |
| − | '''Profile:''' If multiple SeaMonkey profiles exist, to which the user can log on to, the profile to be archived can be selected here. Alternatively, by using the ''Browse'' button, any directory containing SeaMonkey data not listed under ''Profile'' can be specified. Select the directory containing the file ''prefs.js''.
| |
| − |
| |
| − | = Archiving Outlook PST Files Directly =
| |
| − |
| |
| − | With MailStore, PST files can be archived directly. Compared with Archiving Emails from Outlook, this has the advantage that archiving tasks can be created and executed independently from users and user computers. Therefore, as administrator, you should be able to access the individual PST files of the users from your computer (by keeping them on a network drive, for example).
| |
| − |
| |
| − | Please note: The computer used for archiving PST files through MailStore Client must have a version of Outlook installed that is compatible with the PST files selected. For example, to archive an Outlook 2007 PST file, the corresponding version of Outlook needs to be installed.
| |
| − |
| |
| − | Setting up archiving processes for PST files is done using archiving profiles. General information about archiving profiles is available in chapter Working with Archiving Profiles.
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| − |
| |
| − | For each PST file, please proceed as follows:
| |
| − |
| |
| − | *Users can only archive their own PST files to their personal user archive. To archive the emails of other users, you have to be logged on to MailStore Client as MailStore administrator.
| |
| − | *In MailStore, click on ''Archive Email''.
| |
| − | *From the list in the upper area of the window, select ''Microsoft Outlook'' to create a new archiving profile.
| |
| − | *The dialog window ''Archive Microsoft Outlook'' appears.
| |
| − |
| |
| − | [[File:arch_pst_01.png|center|400px]]
| |
| − |
| |
| − | *As source, select Archive Email Stored in a PST File and specify the PST file to be archived. Click on Next.
| |
| − |
| |
| − | Please note: If you work with an Outlook/Exchange environment, you get better results by first opening the existing PST file in Outlook and then using the Archive Email Stored in your Local Outlook option. This way you can ensure that all existing sender and recipient addresses are correctly archived.
| |
| − |
| |
| − | *If needed, adjust the list of folders to be archived, the deletion rules and the filter.
| |
| − |
| |
| − | [[File:arch_pst_02.png|center|400px]]
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| − |
| |
| − | *If logged on to MailStore Server as administrator, the target archive can be specified. Select the archive of the user for whom the PST file is to be archived.
| |
| − |
| |
| − | [[File:arch_pst_03.png|center|400px]]
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| − |
| |
| − | *At the last step, a name for the new archiving profile can be specified. After clicking on ''Finish'', the archiving profile will be listed under ''Saved Settings (Profiles)'' and can be run immediately, if desired.
| |
| − |
| |
| − | == Starting the Archiving Process ==
| |
| − |
| |
| − | '''Starting the archiving process manually'''<br/>
| |
| − | On the start page of MailStore Client, click on ''Archive Email'' and from the list under ''Saved Settings (Profiles)'', select the appropriate archiving profile. Click on ''Run''. After the archiving process has been executed, a protocol appears. It contains information about the volume of emails that have been archived, as well as any errors that may have occurred.
| |
| − |
| |
| − | The archiving profile can be executed as often as desired. MailStore only archives those emails that are not yet stored in the archive. In addition, MailStore detects if emails within the PST file were moved to a different folder and repeats such moves in the archive accordingly.
| |
| − |
| |
| − | '''Automating the archiving process'''<br/>
| |
| − | In addition to being executed manually, archiving tasks can also be executed automatically, according to a schedule. Simply right-click on an existing profile and select ''Schedule Task''. Additional information about this topic is available in chapter Automating the Archiving Process.
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| − |
| |
| − | = Archiving Server MailBoxes =
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| − |
| |
| − | This chapter describes how a single mailbox located on any email server can be archived using the IMAP or POP3 protocols. To archive multiple mailboxes in one step, Batch Archiving of IMAP Mailboxes can be used.
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| − |
| |
| − | Please note: MailStore offers special support for Microsoft Exchange Server (also applies to Hosted Exchange mailboxes) and AVM KEN! - please refer to the corresponding chapters in this manual.
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| − |
| |
| − | == Supported Email-Servers ==
| |
| − |
| |
| − | Through a generic interface, MailStore makes it possible to archive any internal or external email server using the IMAP or POP3 protocols. For example:
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| − |
| |
| − | *Servers of external email service providers such as 1&1 or Strato
| |
| − | *Courier Mail Server
| |
| − | *Cyrus IMAP Server
| |
| − | *Eudora Internet Mail Server
| |
| − | *IBM Lotus Domino Server
| |
| − | *IMail Server
| |
| − | *Novell GroupWise
| |
| − | *Sun Java System Messaging Server
| |
| − | *Tobit David
| |
| − | *Zimbra
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| − |
| |
| − | == Required Information ==
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| − |
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| − | In order to archive a server mailbox, MailStore requires the following data:
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| − |
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| − | *The server name (e.g. imap.myserver.com).
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| − | *The protocol used (e.g. IMAP-TLS).
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| − | *The user name. Often times, the full email address or the local part (left of the @ character) is used.
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| − | *The password.
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| − |
| |
| − | == IMAP or POP3? ==
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| − |
| |
| − | When choosing between IMAP and POP3, we strongly recommend using IMAP. With IMAP, all or specific folders of the mailbox can be archived. POP3 does not "recognize" any folders; because of this it is likely that, with most service providers, only the inbox will be archived.
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| − |
| |
| − | == Setting Up the Archiving Process ==
| |
| − |
| |
| − | Setting up archiving processes for IMAP or POP3 mailboxes is done using archiving profiles. General information about archiving profiles is available in chapter Working with Archiving Profiles.
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| − |
| |
| − | For each mailbox, please proceed as follows:
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| − |
| |
| − | *Users can only archive their own mailboxes to their personal user archive. To archive the emails of other users, you have to be logged on to MailStore Client as MailStore administrator. Only MailStore administrators can archive the emails of other users.
| |
| − | *In MailStore, click on ''Archive Email''.
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| − | *To create a new archiving profile, select either ''IMAP Mailbox'' or ''POP3 Mailbox'' from the list in the upper area of the application window.
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| − | *A wizard opens guiding you through the setup process.
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| − | *Select ''Single Mailbox'' and click on ''OK''.
| |
| − | *Fill out the fields ''Email Address'', ''Host'', ''Protocol'', ''User Name'' and ''Password''. Click on ''Test'' to verify the data entered. '''For the IMAP-TLS and IMAP-SSL protocols only:''' You have the option to ignore SSL security warnings. Generally, these warnings appear if an unofficial certificate is used on the server.
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| − |
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| − | [[File:arch_mailboxes_01.png|center|400px]]
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| − |
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| − | *Click on ''Next''.
| |
| − | *If needed, adjust the list of folders to be archived (only available with IMAP), the deletion rules (only available with IMAP), the filter (also only available with IMAP) and the timeout value in seconds. The timeout value only has to be adjusted in specific cases (e.g. with very slow servers).
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| − |
| |
| − | [[File:arch_mailboxes_02.png|center|400px]]
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| − |
| |
| − | *Click on ''Next''.
| |
| − | *If logged on to MailStore Server as administrator, the target archive can be specified at the next step. Select the archive of the user for whom the mailbox is to be archived.
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| − |
| |
| − | [[File:arch_mailboxes_03.png|center|400px]]
| |
| − |
| |
| − | *At the last step, a name for the new archiving profile can be specified. After clicking on ''Finish'', the archiving profile will be listed under ''Saved Settings (Profiles)'' and can be run immediately, if desired.
| |
| − |
| |
| − | == Starting the Archiving Process ==
| |
| − |
| |
| − | '''Starting the archiving process manually'''<br/>
| |
| − | On the start page of MailStore Client, click on Archive Email and select the appropriate archiving profile from the list under Saved Settings (Profiles). Click on Run. After the archiving process has been executed, a protocol appears. It contains information about the volume of emails that have been archived as well as any errors that may have occurred.
| |
| − |
| |
| − | The archiving profile can be executed any number of times. MailStore only archives those emails that are not yet stored in the archive.
| |
| − |
| |
| − | '''Automating the archiving process'''<br/>
| |
| − | In addition to being executed manually, archiving tasks can also be executed automatically according to a schedule. Simply right-click on an existing profile and select Schedule Task. Additional information about this topic is available in chapter Automating the Archiving Process.
| |
| − |
| |
| − | = Batch Archiving of IMAP Mailboxes =
| |
| − |
| |
| − | This chapter describes how multiple IMAP mailboxes can be archived in one step.
| |
| − |
| |
| − | Please note: MailStore offers special support for Microsoft Exchange Server (also applies to Hosted Exchange mailboxes) and AVM KEN! - please refer to the corresponding chapters in this manual.
| |
| − |
| |
| − | == Supported Email-Servers ==
| |
| − |
| |
| − | Through a generic interface, MailStore makes it possible to archive any internal or external email server using the IMAP or POP3 protocols. For example:
| |
| − |
| |
| − | *Servers of external email service providers such as 1&1 or Strato
| |
| − | *Courier Mail Server
| |
| − | *Cyrus IMAP Server
| |
| − | *Eudora Internet Mail Server
| |
| − | *IBM Lotus Domino Server
| |
| − | *IMail Server
| |
| − | *Novell GroupWise
| |
| − | *Sun Java System Messaging Server
| |
| − | *Tobit David
| |
| − | *Zimbra
| |
| − |
| |
| − | == Preparation (Creating a CSV File) ==
| |
| − |
| |
| − | In order to set up batch archiving of multiple IMAP mailboxes, first, a CSV file needs to be created. For this, a Microsoft Excel spreadsheet can be used, for example:
| |
| − |
| |
| − | [[File:arch_impbatch_01.png|center|600px]]
| |
| − |
| |
| − | Set up the columns as shown above. Please keep in mind that the headings (e.g."IMAP user name") must be in place but their notation may differ. Beneath the headings, enter a row for each mailbox to be archived:
| |
| − |
| |
| − | '''IMAP user name and IMAP password'''<br/>
| |
| − | These entries are mandatory for MailStore to be able to access the mailbox.
| |
| − |
| |
| − | '''Email address (optional)'''<br/>
| |
| − | If entered, MailStore will label the folder for the respective mailbox in the tree structure of the archive with the email address specified.
| |
| − |
| |
| − | '''MailStore user name (optional)'''<br/>
| |
| − | If entered, MailStore will archive the respective mailbox for each MailStore user specified (store the emails in the appropriate user archive). If the user does not yet exist, a user will be created automatically. If this field is left blank, a new MailStore user is created automatically and labeled with the IMAP user name specified.
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| − |
| |
| − | This way, any number of mailboxes of an email server may be entered. When finished, save the file in .csv format (if Microsoft Excel is used via the ''Save As'' function).
| |
| − |
| |
| − | == Setting Up the Archiving Process ==
| |
| − |
| |
| − | Setting up archiving processes for IMAP or POP3 mailboxes is done using archiving profiles. General information about archiving profiles is available in chapter Working with Archiving Profiles.
| |
| − |
| |
| − | Please proceed as follows:
| |
| − |
| |
| − | *Log on as MailStore administrator using MailStore Client.
| |
| − | *In MailStore, click on ''Archive Email''.
| |
| − | *To create a new archiving profile, select ''IMAP Mailbox'' from the list in the upper area of the application window.
| |
| − | *A wizard opens guiding you through the setup process.
| |
| − | *Select Multiple Mailboxes and click on ''OK''.
| |
| − | *Enter the name of the email server and the protocol to be used. '''For the IMAP-TLS and IMAP-SSL protocols only:''' You have the option to ignore SSL security warnings. Generally, these warnings appear if an unofficial certificate is used on the server.
| |
| − | *Under ''CVS File'', enter the path of the new CSV file (created as described above). This file contains the access information for the mailboxes to be archived.
| |
| − | *Click on Next.
| |
| − | *If needed, adjust the list of folders to be archived, the deletion rules, the filter and the timeout value in seconds. The timeout value only has to be adjusted in specific cases (e.g. with very slow servers).
| |
| − | *Click on ''Next''.
| |
| − | *At the last step, a name for the new archiving profile can be specified. After clicking on ''Finish'', the archiving profile will be listed under ''Saved Settings (Profiles)'' and can be run immediately, if desired.
| |
| − |
| |
| − | == Starting the Archiving Process ==
| |
| − |
| |
| − | '''Starting the archiving process manually'''<br/>
| |
| − | On the start page of MailStore Client, click on Archive Email and select the appropriate archiving profile from the list under Saved Settings (Profiles). Click on Run. After the archiving process has been executed, a protocol appears. It contains information about the volume of emails that have been archived as well as any errors that may have occurred.
| |
| − |
| |
| − | The archiving profile can be executed any number of times. MailStore only archives those emails that are not yet stored in the archive..
| |
| − |
| |
| − | '''Automating the archiving process'''<br/>
| |
| − | In addition to being executed manually, archiving tasks can also be executed automatically according to a schedule. Simply right-click on an existing profile and select Schedule Task. Additional information about this topic is available in chapter Automating the Archiving Process.
| |
| − |
| |
| − | = Archiving Multidrop IMAP/POP3 Mailboxes =
| |
| − |
| |
| − | In this chapter, learn how to archive multidrop mailboxes. Multidrop mailboxes, also called catchall mailboxes, contain emails for more than one person. Generally, all emails for a certain domain are collected therein to be retrieved by an internal email server; the server then distributes the emails among the appropriate user mailboxes. Multidrop mailboxes are also used when sending a copy of all emails to a single mailbox on the email server; MailStore extracts the sender and recipient information from the email headers to assign them to the appropriate users.
| |
| − |
| |
| − | Please note: MailStore offers special support for Microsoft Exchange Server (also applies to Hosted Exchange mailboxes) – Please read more in the corresponding chapters of this manual.
| |
| − |
| |
| − | == Supported Email Server ==
| |
| − |
| |
| − | MailStore provides a generic interface for archiving any email server, internal or external, using the IMAP and POP3 protocols. Examples:
| |
| − |
| |
| − | *Server external email service provider
| |
| − | *Kerio MailServer
| |
| − | *Courier Mail Server
| |
| − | *Cyrus IMAP Server
| |
| − | *Eudora Internet Mail Server
| |
| − | *IBM Lotus Domino Server
| |
| − | *IMail Server
| |
| − | *Novell GroupWise
| |
| − | *Scalix
| |
| − | *Sun Java System Messaging Server
| |
| − | *Tobit David
| |
| − | *Zimbra Collaboration Suite
| |
| − | *Zaraffa
| |
| − |
| |
| − | == Setting up the Archiving Process ==
| |
| − |
| |
| − | Setting up archiving processes for multidrop mailboxes is done using archiving profiles. General information about archiving profiles is available in chapter Working with Archiving Profiles.
| |
| − |
| |
| − | Please proceed as follows:
| |
| − |
| |
| − | *Log on as MailStore administrator using MailStore Client.
| |
| − | *In MailStore, click on Archive Email.
| |
| − | *To create a new archiving profile, select IMAP Mailbox or POP3 Mailbox from the list in the upper area of the application window.
| |
| − | *A wizard opens guiding you through the setup process.
| |
| − | *Select Multidrop Mailbox and click OK.
| |
| − | *Fill out the fields E-mail Address, Host, Protocol, User Name and Password. Click on Test to verify the data entered. For the TLS and SSL protocols only: You have the option to ignore SSL security warnings. Generally, these warnings appear if an unofficial certificate is used on the server.
| |
| − | *Adjust any further settings such as how to handle emails with unknown addresses or asking MailStore to delete emails after they have been archived. The latter option is especially sensible when dealing with mailboxes that are exclusively used for archiving.
| |
| − | *Click on Next.
| |
| − | *The timeout value only has to be adjusted on a case-by-case basis (e.g. with very slow servers).
| |
| − | *Click on Next.
| |
| − | *At the last step, select a name for the new archiving profile. After clicking on Finish, the archiving profile will be listed under Saved Settings (Profiles) and can be run immediately, if desired.
| |
| − |
| |
| − | == Starting the Archiving Process ==
| |
| − |
| |
| − | '''Starting the archiving process manually'''<br/>
| |
| − | On the start page of MailStore Client, click on Archive E-mail and select the appropriate archiving profile from the list under Saved Settings (Profiles). Click on Run. After the archiving process has been executed, a protocol appears. It contains information about the amount of e-mails that have been archived as well as any errors that may have occurred.
| |
| − |
| |
| − | The archiving profile can be executed any number of times. MailStore only archives those e-mails that are not yet stored in the archive.
| |
| − |
| |
| − | '''Automating the archiving process'''<br/>
| |
| − | In addition to being executed manually, archiving tasks can also be executed automatically according to a schedule. Simply right-click on an existing profile and select Schedule Task. Additional information about this topic is available in chapter Automating the Archiving Process.
| |
| − |
| |
| − | = Archiving Incoming and Outgoing Emails Directly =
| |
| − |
| |
| − | In addition to archiving server mailboxes, files and email applications (clients), MailStore also provides the option to archive all incoming and outgoing emails automatically and in their entirety.
| |
| − |
| |
| − | Below, some of the advantages and disadvantages are described to help determine if this way of archiving is suitable for your company:
| |
| − |
| |
| − | == Advantages ==
| |
| − |
| |
| − | *Users cannot delete or modify any emails before archiving.
| |
| − | *In many cases, archiving all incoming and outgoing emails automatically and in their entirety is the only practical solution to complying with legal requirements and regulations.
| |
| − | *As opposed to archiving emails from local email clients such as Outlook or Thunderbird, this type of archiving does not require an installation of MailStore Client software on the user computers.
| |
| − | *This way of archiving can also be conducted in non-Windows environments. Only the installation of the main program, MailStore Server, requires a computer with a Windows operating system.
| |
| − |
| |
| − | == Disadvantages ==
| |
| − |
| |
| − | *Depending on the configuration, unwanted emails, such as spam, are archived as well.
| |
| − | *The folder structure created by the user is ineffective, because emails are archived before being stored into folders.
| |
| − | *Depending on the configuration, adjustments to the settings of the local email clients (e.g. Outlook) may be necessary.
| |
| − | *'''Applying specifically to companies in Germany:''' The automatic storage and the access to private emails of employees or co-workers could violate the postal privacy law as stated in Article 10 of the Basic Law for the Federal Republic of Germany. By definition, emails belong into the category "mail" and are subject to this basic law. Therefore, the automated archiving of emails can be permitted only through a contractual agreement with the employees or with approval of an employee organization which is authorized to represent the employee. Another option is the enforcement of a company-wide ban of private email communication by the company management.
| |
| − |
| |
| − | == How It Is Done ==
| |
| − |
| |
| − | MailStore can archive the entire incoming and outgoing email traffic automatically. If an Exchange server is available, this can be done through its Envelope Journaling function. In all other system environments, the MailStore Proxy server can be used. The MailStore Proxy server is available to all MailStore Server customers free of charge.
| |
| − |
| |
| − | The exact way of proceeding depends on the email system that is used:
| |
| − |
| |
| − | *Instructions for Microsoft Exchange Server
| |
| − | *Instructions for other system environments
| |
| − |
| |
| − | = Archiving Emails from External Systems (File Import) =
| |
| − |
| |
| − | MailStore can archive the emails from applications that are not directly supported if they are available in a standardized format. With such applications it will be necessary to access directly or to export the emails to one of these formats first.
| |
| − |
| |
| − | Using file import, MailStore can archive the following formats:
| |
| − |
| |
| − | *'''EML''' - One file per email. Often called RFC822 or MIME format.
| |
| − | *'''MSG''' - One file per email. Microsoft Outlook email files.
| |
| − | *'''PST''' - Microsoft Outlook personal folder files.
| |
| − | *'''MBOX''' - The file ending is .mbx. This file format is used by Mozilla Thunderbird, for example, although in this case the file ending is omitted. The MBOX file format is also used by many Unix mail servers.
| |
| − |
| |
| − | == Procedure for Archiving PST Files ==
| |
| − |
| |
| − | Archiving PST files is described separately in chapter Archiving Outlook PST Files Directly.
| |
| − |
| |
| − | == Procedure for Archiving EML and MSG Files ==
| |
| − |
| |
| − | Setting up archiving processes for files from the file system is done using archiving profiles. General information about archiving profiles is available in chapter Working with Archiving Profiles.
| |
| − |
| |
| − | Please proceed as follows:
| |
| − |
| |
| − | *Users can only archive their own email files to their personal user archive. To archive the emails of other users, they have to be logged on to MailStore Client as MailStore administrator.
| |
| − | *In MailStore, click on ''Archive Email''.
| |
| − | *From the list in the upper area of the window select ''Archive Email Files''.
| |
| − | *A wizard opens, guiding you through the setup process.
| |
| − | *Select the file type to be archived (e.g. EML or MSG files) and click on ''OK''.
| |
| − |
| |
| − | [[File:arch_filesystem_02.png|center|400px]]
| |
| − |
| |
| − | *Select the folder to be archived. All email files in this folder will be archived.
| |
| − |
| |
| − | [[File:arch_filesystem_01.png|center|400px]]
| |
| − |
| |
| − | *If desired, adjust the advanced settings or simply click ''Next''.<br/>
| |
| − | '''Include Subfolders:''' Not only the emails in the selected folder are archived but also those located in any subfolders.<br/>
| |
| − | '''Read MailStore Headers (EML Files Only):''' RFC822 files created by the MailStore-specific export process contain additional information such as the source folder. Remove the checkmark if this information is to be ignored.<br/>
| |
| − | '''Custom File Extensions (EML Files Only):''' Choose this option if the files to be archived are in EML format but have a different file ending.
| |
| − | *If logged on to MailStore Server as the administrator, the target archive can be specified. Select the archive of the user for whom the selected files are to be archived.
| |
| − | *At the last step, a name for the new archiving profile can be specified. After clicking on ''Finish'', the archiving profile will be listed under ''Saved Settings (Profiles)'' and can be run immediately, if desired.
| |
| − |
| |
| − | == Procedure for Archiving MBOX Files ==
| |
| − |
| |
| − | Setting up the archiving process for files from the file system is done using archiving profiles. General information about archiving profiles is available in chapter Working with Archiving Profiles.
| |
| − |
| |
| − | Please proceed as follows:
| |
| − |
| |
| − | *Users can only archive their own email files to their personal user archive. To archive the emails of other users, you have to be logged on to MailStore Client as MailStore administrator.
| |
| − | *In MailStore, click on ''Archive Email''.
| |
| − | *From the list in the upper area of the window select ''Email Files''.
| |
| − | *A wizard opens, guiding you through the setup process.
| |
| − | *As file type, choose ''MBOX File'' and click on ''OK''.
| |
| − | *Select the MBOX file to be archived.
| |
| − | *If logged on to MailStore Server as administrator, the target archive can be specified. Select the archive of the user for whom the selected file is to be archived.
| |
| − | *At the last step, a name for the new archiving profile can be specified. After clicking on ''Finish'', the archiving profile will be listed under ''Saved Settings (Profiles)'' and can be run immediately, if desired.
| |
| − |
| |
| − | == Archiving with Drag & Drop ==
| |
| − |
| |
| − | Files can also be archived using Drag & Drop: Simply drag the appropriate folder containing EML files or the appropriate MBOX file into the list of saved settings to create an archiving profile for this process directly.
| |
| − |
| |
| − | = Archiving Specific Folders =
| |
| − |
| |
| − | Using the default settings, MailStore archives the emails from all folders of the email application or email mailbox except the following (the list may vary depending on the system):
| |
| − |
| |
| − | *Deleted Items - Emails that were deleted by the user
| |
| − | *Drafts - Emails that are still being edited and that have not yet been sent
| |
| − | *Junk Email - Emails that have been extracted by the spam filter
| |
| − | *Outbox - Emails that are about to be sent and will be listed under Sent Items after sending
| |
| − |
| |
| − | The standard settings can be customized; for every archiving process, folders can be included or excluded as needed.
| |
| − |
| |
| − | == General Procedure ==
| |
| − |
| |
| − | The folders to be archived can be selected directly upon creating a new archiving profile at the first step of the wizard. Alternatively, the selection can be adjusted for already existing profiles. Additional information about creating and editing archiving profiles is available in chapter Working with Archiving Profiles. The following screenshot shows how to access the folder settings using Microsoft Outlook as an example:
| |
| − |
| |
| − | [[File:arch_selfolders_03.png|center|400px]]
| |
| − |
| |
| − | == Selecting Folders for Archiving ==
| |
| − |
| |
| − | Specific folders can be selected to be archived by MailStore. In this case, MailStore only regards the selected folders and ignores all others.
| |
| − |
| |
| − | *In the folder selection under ''Include Folders and Subfolders'', click on ''Add''.
| |
| − |
| |
| − | [[File:arch_selfolders_01.png|center|400px]]
| |
| − |
| |
| − | *Select a folder.
| |
| − | *Under Include Subfolders, specify if the subfolders of the selected folder are to be included in the archiving process.
| |
| − | *Click on OK to add the folder to the list.
| |
| − |
| |
| − | '''Example:''' A folder ''Archive'' has been created in the email application, to which the user moves all emails that are to be archived. In this case, add the folder ''Archive'' to the list of folders to be included. This way, only this single folder will be archived.
| |
| − |
| |
| − | == Excluding Folders from the Archiving Process ==
| |
| − |
| |
| − | MailStore can be configured to archive all folders (see above), but to always exclude certain folders from the process.
| |
| − |
| |
| − | *In the folder selection under ''Exclude Folders and Subfolders'', click on ''Add''.
| |
| − |
| |
| − | [[File:arch_selfolders_02.png|center|400px]]
| |
| − |
| |
| − | *Select a folder.
| |
| − | *Under ''Include Subfolders'' , specify if the subfolders of the selected folder are to be excluded from the archiving process as well.
| |
| − | *Click on ''OK'' to add the folder to the list.
| |
| − |
| |
| − | '''Example:''' Emails that are still in the Inbox are NOT desired to be archived because they will either be deleted or moved to a project folder by the user. In this case, add the ''Inbox'' folder to the list of folders to be excluded.
| |
| − |
| |
| − | Please note: Depending on the system, some folders (e.g. ''Deleted Items'') are always excluded from the archiving process. To deactivate this automatic exclusion, clear the checkbox "Always exclude <folder names>".
| |
| − |
| |
| − | == Viewing the Folders Selected for Archiving ==
| |
| − |
| |
| − | In the folder selection, click on ''Show Effective Folders'' to verify the selected settings. Hereby, all folders that will in fact be archived are displayed.
| |
| − |
| |
| − | = Deleting Emails after Archiving =
| |
| − |
| |
| − | MailStore is often used to reduce and to keep the amount of emails stored in local email applications or server mailboxes at a minimum, speeding up server performance.
| |
| − |
| |
| − | MailStore provides a delete feature that can be activated as needed and enables MailStore to delete emails from the source application autonomously, according to specified rules and time periods.
| |
| − |
| |
| − | Please note: By default, no emails are deleted from the email application or mailbox.
| |
| − |
| |
| − | == Where Is the Delete Feature Supported? ==
| |
| − |
| |
| − | The delete feature is not available to all archiving functions. After archiving, MailStore can delete emails automatically from the following applications, files and server mailboxes:
| |
| − |
| |
| − | *Microsoft Outlook
| |
| − | *Microsoft Outlook - PST files
| |
| − | *Microsoft Exchange Server - mailboxes
| |
| − | *Microsoft Exchange Server - public folders
| |
| − | *AVM KEN! - mailboxes
| |
| − | *any IMAP mailboxes
| |
| − |
| |
| − | == When Will Emails Be Deleted? ==
| |
| − |
| |
| − | Upon request, MailStore deletes emails from the source application during the archiving process (upon executing an archiving profile). By default, no emails will be deleted.
| |
| − |
| |
| − | Please note: Emails will only be deleted during the archiving process, and only if the respective rules are defined in the corresponding archiving profile as described below. No other automatic processes exist to delete emails from their source applications.
| |
| − |
| |
| − | If, during the archiving process, MailStore detects an email that has already been archived, MailStore determines how long the email has been stored in the archive. If a predetermined time period has elapsed (e.g. one year), the email is deleted. Alternatively, the age of the email can be determined according to the source application and used as a prerequisite for deletion instead.
| |
| − |
| |
| − | '''On principle, MailStore deletes an email from its source application only after safely verifying that it has in fact been archived.''
| |
| − |
| |
| − | == How It Is Done ==
| |
| − |
| |
| − | MailStore can archive the entire incoming and outgoing email traffic automatically. If an Exchange server is available, this can be done through its Envelope Journaling function. In all other system environments, the MailStore Proxy server can be used. The MailStore Proxy server is available to all MailStore Server customers free of charge.
| |
| − |
| |
| − | The exact way of proceeding depends on the email system that is used:
| |
| − |
| |
| − | *Instructions for Microsoft Exchange Server
| |
| − | *Instructions for other system environments
| |
| − |
| |
| − | = Automating the Archiving Process =
| |
| − |
| |
| − | With MailStore, every archiving process (every archiving profile) can be executed automatically according to specified points in time.
| |
| − |
| |
| − | The time-controlled execution of archiving processes cannot prevent users from deleting emails from their email applications or mailboxes prior to having been archived. In order to ensure that all emails are archived they should be automatically archived upon sending and receiving.
| |
| − |
| |
| − | == How To: For Emails Stored Locally on User Computers ==
| |
| − |
| |
| − | To automate the archiving process for user emails that are stored on the corresponding user computer - as is the case with Microsoft Outlook (without Exchange server), for example - please proceed as follows:
| |
| − |
| |
| − | *Start MailStore Client on the user computer.
| |
| − | *Log on to MailStore Server using the user's access data. Please note: As MailStore administrator and using MailStore's user management, first verify that the user possesses the privilege to archive emails.
| |
| − | *In the user's MailStore Client click on ''Archive Email''.
| |
| − | *Right-click on an existing profile and select ''Schedule Task''. Please refer to chapter Working with Archiving Profiles to learn how to create a new archiving profile.
| |
| − |
| |
| − | [[File:arch_schedule_01.png|center|400px]]
| |
| − |
| |
| − | In the next window "Schedule Task" the following settings can be specified:
| |
| − |
| |
| − | '''Task - Name:''' The task name can be chosen freely. By default, the name of the archiving profile and its internal MailStore ID are used.
| |
| − |
| |
| − | '''Trigger:''' A time for daily execution (the task is executed once a day) or a time interval (e.g. every 60 minutes) can be specified.
| |
| − |
| |
| − | If the option Other Trigger is chosen. the archiving task is still created as a Windows task but the execution times have to be specified separately. This has to be done using the Windows task planner and is described in Windows Help. All options offered by your version of Windows can be used.
| |
| − |
| |
| − | '''Windows Account:''' Specify here which user account is to be used when executing the scheduled task. The option Local System Account is used for the automated archiving of server mailboxes (see below) and has the advantage that no password is required to execute the task. If the emails are to be archived from the application of the current user (e.g. from Microsoft Outlook), the corresponding user account must be selected. In such cases, the option Local System Account is deactivated.
| |
| − |
| |
| − | '''Log Messages - File Name:''' If a log file is to be created, the name for that file can be specified here. The placeholders {DATE} and {TIME} can be used in the file name which will be replaced by the actual date and time during the archiving process. The log file can also be created on a network drive, if desired.
| |
| − |
| |
| − | '''Copy Cmd Line:''' Here, the command line of the scheduled task can be copied to the clipboard so it can be used in batch files, for example. Detailed information about this topic is available at the end of this chapter.
| |
| − |
| |
| − | After all settings have been specified, the task can be created by clicking on OK. Confirm the safety prompt and enter the Windows password of the currently logged on user twice. Confirm again by clicking OK. A list of scheduled tasks is displayed in MailStore's Administrative Tools. All tasks created on the current computer up to now are listed here.
| |
| − |
| |
| − | General Background Information:
| |
| − | - Every archiving profile can be executed automatically according to a schedule.
| |
| − | - MailStore creates every scheduled task as a Windows task which can be edited and processed independently from MailStore using the Windows task manager.
| |
| − | - For each archiving profile multiple tasks can be created, each executing the profile at different times.
| |
| − | - By deleting a scheduled task (through MailStore's Administrative Tools or the Windows Task Manager) neither the underlying archiving profile nor the emails already archived by the task are deleted.
| |
| − |
| |
| − | == How To: For Emails Stored in Server Mailboxes ==
| |
| − |
| |
| − | To automate the archiving process for user emails that are stored in server mailboxes, e.g. when using Microsoft Exchange or an external IMAP mailbox, please proceed as follows:
| |
| − |
| |
| − | *Start MailStore Client on the computer on which the scheduled archiving task is to be initiated. This can be any user computer or the MailStore server machine.
| |
| − | *Log on as MailStore administrator (admin).
| |
| − | *Click on Archive Email.
| |
| − | *Right-click on an existing archiving profile and click on Schedule Task.
| |
| − | *Specify the settings for the planned task (see above section "How To: For Emails Stored on User Machines") and click on OK. Confirm the following security warning with OK again.
| |
| − | *A list of scheduled tasks is displayed in MailStore's Administrative Tools. All tasks created on the current computer up to now are listed here.
| |
| − |
| |
| − | == Managing Scheduled Tasks ==
| |
| − |
| |
| − | Scheduled tasks created on the current computer are managed through ''Administrative Tools'' under ''Scheduled Tasks''.
| |
| − |
| |
| − | [[File:arch_schedule_02.png|center|500px]]
| |
| − |
| |
| − | The list shows all scheduled tasks for the archiving and export processes that were created on the current computer.
| |
| − |
| |
| − | '''Run Task:''' The selected task is executed immediately regardless of its scheduled runtime.
| |
| − |
| |
| − | '''Properties:''' The Windows Task Planner is opened for the selected task; all options offered by you current Windows version can be used.
| |
| − |
| |
| − | '''Delete Task:''' The selected task is deleted. This does not affect the underlying archiving profile or any of the archived emails.
| |
| − |
| |
| − | '''Open Log Files Directory:''' The directory containing the protocols for the selected task is opened.
| |
| − |
| |
| − | == Viewing the Command Line ==
| |
| − |
| |
| − | If desired, the archiving process can be incorporated into a larger procedure, such as one run by a batch file (.bat). To simplify this process, MailStore offers the option ''Copy Cmd Line'' in the Schedule Task window (see top of this page). Click on the button to view a command line that can be incorporated into the desired procedure. For example:
| |
| − |
| |
| − | REM *** Mozilla Thunderbird default (ID 4) ***
| |
| − |
| |
| − | "C:\Programme\deepinvent\MailStore Server\MailStoreCmd.exe" --h="localhost"
| |
| − | --pkv3="23:18:06:3f:24:7d:f3:83" --u="admin" --p="admin"
| |
| − | -c import-execute --id=4 --user="admin"
| |
| − |
| |
| − | The command line is to be read as follows:
| |
| − |
| |
| − | '''"...\MailStoreCmd.exe"''' - MailStoreCmd.exe is the MailStore Management Shell. It was developed for the automated execution of certain processes in MailStore. Additional information about MailStoreCmd is available in chapter The MailStore Management Shell.
| |
| − |
| |
| − | '''--h="localhost"''' - The computer name of MailStore Server to which MailStoreCmd.exe is to connect.
| |
| − |
| |
| − | '''--pkv3="..."''' - Public Key Fingerprint. It guarantees that the MailStore server at the time of archiving is the same as it was at the time when the scheduled task was created (optimal safety feature).
| |
| − |
| |
| − | '''--u="admin"''' - User name.
| |
| − |
| |
| − | '''--p="admin"''' - Password.
| |
| − |
| |
| − | '''-c '''- The actual command follows (non-interactive mode).
| |
| − |
| |
| − | '''import-execute --id=4 --user="admin"''' - Execute the archiving profile of user ''admin'' with the internal ID 4.
| |
