Difference between revisions of "Quick Start Guide"

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= Starting MailStore Client =
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__NOTOC__
  
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After successful [[Installation|installation]], a new ''MailStore Client'' icon will appear on the desktop; simply double click this icon to start MailStore.
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= Install MailStore Server =
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Download the free 30-day trial version from www.mailstore.com and start the installer you downloaded by double-clicking the setup file. This is a standard Microsoft Windows installer package. Simply follow the on-screen prompts.
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'''Background Information:''' With MailStore Client, a Windows application, users can search the archive and view archived emails. The administration of MailStore Server is also done through MailStore Client. Therefore, when installing MailStore Server, an installation of MailClient is automatically included as well.
 
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== Logging On as Administrator ==
 
  
 +
= Logging on as Administrator =
 
[[File:gsta_login_01.png|right|350px]]
 
[[File:gsta_login_01.png|right|350px]]
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* Start the ''MailStore Client'' application.
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When logging on as administrator, you will be prompted for the access data. Server name ''localhost'', user name ''admin'' and password ''admin'' are preset; simply click on ''OK''. If asked whether to trust MailStore Server, click on ''OK'' as well.
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* The access credentials required for a newly-installed MailStore
 +
* Server show up automatically in the login window.
 +
* Click ''OK'' to log on.
 +
* When you log on for the first time, you need to confirm that MailStore Server is a trusted source. Again, click ''OK'' here.
  
 
<br style="clear: both;" />
 
<br style="clear: both;" />
  
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== Installing a License ==
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= Install Test License =
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You are required to enter a product key after you have logged on for the first time. You now have the choice of installing either the test license you were emailed after downloading the free trial version or a license you have purchased. MailStore then restarts, and again you need to log on as ''admin''.
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If MailStore Server was installed for the first time, the license manager will open after logging on as administrator. Here you can install a free 30-day trial license or an already purchased license.
 
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== Changing the Password (Recommended)==
 
  
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To ensure security, the administrator password should be changed after the first start of MailStore: simply click on ''Administrative Tools'' > ''Users and Privileges'' > ''Users''. Double-click on the ''admin'' user and select ''Password...''.
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= Change Password =
 +
For security reasons, make sure to change the admin user’s password after launching MailStore for the first time. To do this, proceed as follows:
  
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'''Important notice:''' For security reasons you will not be allowed to log on to MailStore as user ''admin'' from any other computer, as long as the password is set to ''admin''.
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* Click ''Administrative Tools'' > ''Users and Privileges'' > ''Users''.
 +
* Double-click ''admin'' for user.
 +
* Click ''Password...''.
 +
* Enter your new password and click ''OK''.
 +
* Exit the User Properties by clicking ''OK''.
  
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= Adding New Users =
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'''Note:''' If you leave the password set to admin, you will not be able to log on remotely to MailStore as an admin user. This setting is for security reasons.
  
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When emails are archived, they are always assigned to individual users. For each user, whose emails are to be archived with MailStore, a corresponding user account has to be created in MailStore. As a suggestion, begin by adding a user account for yourself.
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= 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 a mail server. If your initial archiving needs only encompass a single mailbox or email files (such as a PST file), manual user creation is entirely adequate.
  
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<p class="msnote">'''Important notice:''' This chapter describes how you can add a MailStore user manually. However, users can also be added through [[Active Directory Integration]], [[Generic LDAP Integration]] or [[MDaemon Integration]]. In addition, MailStore users can be created automatically while archiving a Microsoft Exchange Server.</p>
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== Option 1: Synchronize Users ==
 +
To set up synchronization with a directory service in MailStore Server,
 +
proceed as follows:
  
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== Opening User Management ==
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* Click ''Administrative Tools'' > ''Users and Privileges'' > ''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''.
  
 +
== Option 2: Create Users Manually ==
 
[[File:QuickStart_users.png|right|350px]]
 
[[File:QuickStart_users.png|right|350px]]
 +
To create users manually, proceed as follows:
  
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Click on ''Administrative Tools'' > ''Users and Privileges'' and select ''Users''; user management is displayed.
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* Click ''Administrative Tools'' > ''Users and Privileges'' > Users''.
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* Click Create ''New...''.
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== Adding a New User ==
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* Enter a user name for the new user and confirm with ''OK''.
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* In the next window, enter the full user name and click the ''Password...'' button to specify a MailStore password for the new user.
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Click on ''Create New...'' and enter a user name for the new user such as the first name or a short combination of first and last name. Click on ''OK''.
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* Click ''OK'' to apply the settings and exit the User Properties.
  
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On the next screen, the full name can be entered; the button ''password'' provides the option to create a MailStore password for the new user. Click on ''OK'' to save the settings and close user management.
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'''Note:''' Manually-created users are permitted to archive email by default.
  
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== Logging On to MailStore Server as User ==
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= Archiving Management based on Profiles =
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== Overall Concept ==
  
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To log on to MailStore Server using the new user account, simply close and restart MailStore Client. On the login screen, enter the new access data (user name and password) and click on ''OK''.
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In MailStore Server, email archiving is controlled using archiving profiles.
 +
An archiving profile contains the following data:
  
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= Creating and Executing an Archiving Task =
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* What is archived (for example, a specific mail server)
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* How much is archived (for example, specified mailboxes or a specific folder within a mailbox)
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* Additional settings such as deletion rules (these settings are disabled by default, enabling you to safely test MailStore in live operating environments)
  
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<p class="msnote">'''Please note:''' Depending on the type of archiving profile, some preparations may be required on your email server . Therefore, please refer to the [[Implementation Guides]] to get detailed information on how to archive your email server.</p>
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''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.
  
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Once you have set up their accounts, you can archive emails for the new users:
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== Archiving Your First Email ==
 
[[File:WuickStart_arch.png|left|350px]]
 
[[File:WuickStart_arch.png|left|350px]]
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* Click on ''Archive Email''.
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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.
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* In the ''Create Profile'' 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 Profiles''.
 
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* You can now run your archiving task manually or specify a schedule for its execution.
 
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<br style="clear: both;" />
 
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'''Notice'''
 
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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.
 
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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'' > ''Storage'' > ''Search Indexes''.
 
  
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Detailed information about archiving emails are available under [[Email Archiving with MailStore Basics]]
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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.
  
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= Setting Up User Access to the Archive =
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To get to know MailStore, we recommend first archiving a single mailbox or a local email client profile. To do this, proceed as follows:
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MailStore provides several different ways for users to access their archived emails (i.e. their user archive):
 
  
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== Using MailStore Client ==
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* Click ''Archive Email''.
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MailStore Client is a Windows application that can be installed on any number of user computers (depending on the license purchased). Of all the options for accessing the archive, MailStore Client provides the largest range of features: Not only can users browse and view their emails but, depending on the privileges assigned to them, set up and execute archiving and exporting tasks. The available MailStore Client features are explained in chapter [[Accessing the Archive with the MailStore Client software]].
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* In the ''Create Profile'' area, select the source for archiving your email.
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* You can then specify the properties of the archiving profile using the Setup Wizard provided.
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* 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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== Using the MailStore Add-In for Microsoft Outlook ==
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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.
  
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The MailStore Outlook add-in must be installed separately. In Microsoft Outlook it provides an additional toolbar which can be used to conveniently access the archive. Additional information about this neat feature can be found in chapter [[Accessing the Archive with the Microsoft Outlook integration]].
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= 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.
  
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== Using Other Email Clients ==  
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== Via MailStore Client ==
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MailStore Server provides an integrated IMAP server for accessing the archive regardless of the operating system. It can be used to access the archive from Mac OS or Linux workstations as well as most mobile terminals. The archive is integrated just like a regular mailbox. To learn how to prepare MailStore Server for this, please refer to chapter [[Accessing the Archive via Integrated IMAP Server]].
+
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.
  
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== Using an Internet Browser (MailStore Web Access) ==
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== Via the MailStore Outlook Add-In ==
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With MailStore Web Access, the archive can be accessed using any internet browser; no additional software has 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 is installed. More information about this feature is available chapter [[Accessing the Archive with MailStore Web Access]].
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The MailStore Outlook add-in provides an additional toolbar in Microsoft Outlook that permits easy access to the archive.
  
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== Using a Smartphone (iPhone, Android, Windows Phone, etc.) ==
+
== Via Other Email Clients ==
 +
MailStore Server includes an integrated IMAP server for users who need to
 +
access the archive independently of the operating system. This way, the
 +
archive can be accessed from Mac OS and Linux workstations as well as
 +
from most mobile devices. In this case, the archive is accessed like a
 +
regular mailbox (read-only).
  
−
With MailStore Mobile Web Access you can access the MailStore archive regardless of your location using a smartphone. In addition to browsing and viewing archived emails, MailStore Mobile Web Access also provides access via the folder structure and allows you to restore emails from the archive. The features offered by MailStore Mobile Web Access are described in chapter [[Accessing the Archive with MailStore Mobile Web Access]].
+
== Via an Internet Browser (MailStore Web Access) ==
 +
MailStore Web Access provides users with access to the archive via any Internet browser. No additional software needs to be installed on the user computers. Simply enter http://servername:8461 in your browser (for an encrypted connection, enter https://servername:8462). Make sure to replace servername with the actual name of the computer where MailStore Server is installed.
  
 +
== Via Smartphone (iPhone, Android, Windows Phone, etc.) ==
 +
MailStore Mobile Web Access lets users access the archive from any location via their smartphone. Mobile Web Access also provides a search function, as well as allowing users to access the folder structure and view the archived emails.
  
 
[[de:Quick_Start_Guide]]
 
[[de:Quick_Start_Guide]]

Revision as of 11:00, 4 October 2012


Install MailStore Server

Download the free 30-day trial version from www.mailstore.com and start the installer you downloaded by double-clicking the setup file. This is a standard Microsoft Windows installer package. Simply follow the on-screen prompts.

Logging on as Administrator

Gsta login 01.png
  • Start the MailStore Client application.
  • The access credentials required for a newly-installed MailStore
  • Server show up automatically in the login window.
  • Click OK to log on.
  • When you log on for the first time, you need to confirm that MailStore Server is a trusted source. Again, click OK here.


Install Test License

You are required to enter a product key after you have logged on for the first time. You now have the choice of installing either the test license you were emailed after downloading the free trial version or a license you have purchased. MailStore then restarts, and again you need to log on as admin.

Change Password

For security reasons, make sure to change the admin user’s password after launching MailStore for the first time. To do this, proceed as follows:

  • Click Administrative Tools > Users and Privileges > Users.
  • Double-click admin for user.
  • Click Password....
  • Enter your new password and click OK.
  • Exit the User Properties by clicking OK.

Note: If you leave the password set to admin, you will not be able to log on remotely to MailStore as an admin user. This setting is for security reasons.

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 a mail server. 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 Privileges > 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.

Option 2: Create Users Manually

QuickStart users.png

To create users manually, proceed as follows:

  • Click Administrative Tools > Users and Privileges > 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.
  • 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.

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 includes an integrated IMAP server for users who need to access the archive independently of the operating system. This way, the archive can be accessed from Mac OS and Linux workstations as well as from most mobile devices. In this case, the archive is accessed like a regular mailbox (read-only).

Via an Internet Browser (MailStore Web Access)

MailStore Web Access provides users with access to the archive via any Internet browser. No additional software needs to be installed on the user computers. Simply enter http://servername:8461 in your browser (for an encrypted connection, enter https://servername:8462). Make sure to replace servername with the actual name of the computer where MailStore Server is installed.

Via Smartphone (iPhone, Android, Windows Phone, etc.)

MailStore Mobile Web Access lets users access the archive from any location via their smartphone. Mobile Web Access also provides a search function, as well as allowing users to access the folder structure and view the archived emails.

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