Accessing the Archive with the MailStore Client software

Installation & Update

The MailStore Client setup file that matches your MailStore Server version is stored on the MailStore Server machine. Follow the Install MailStore Client on other Computers link on your desktop and copy the corresponding setup file to the client computer.

It is a regular Windows setup program, that can by executed on the appropriate client computer by double-clicking on the setup file. Just follow on-screen instructions.

Notice: Alternatively to installing the MailStore Client application manually, you can also deploy it to the client computer though the Active Directories Group Policy feature. More information on that can be found in the article MailStore Client Deployment

If an update is installed on the MailStore Server computer, MailStore Client updates itself automatically on first login to stay compatible with MailStore Server. Therefore a re-installation of MailStore Client is usually not required.

Starting and Login

Start MailStore Client by using the appropriate link on the desktop.

The window Connect to MailStore Server appears.

• Enter the DNS host name of the computer on which MailStore Server is installed into Server Name. Be aware, that the pre-filled entry localhost only works if the MailStore Client is run from the same machine where MailStore Server is installed.
• Click Connect to connect to MailStore Server.

Hint: Did you activate the option Always connect to this server and you want to change the destination server later? Hold the Shift key pressed while opening MailStore Client.

After establishing the connection to MailStore Server, MailStore Client checks if newer a version of its own program files is available for downloading and, if necessary, updates these automatically.

Once the connection was established successfully, the user name dialog appears.

• Enter the user name of a MailStore user into the User Name field and click on Next.

MailStore Server now determines how the user is to be authenticated.

• If MailStore Server is able to verify the user's credentials itself, the password dialog as shown on the right appears. Enter the password into the Password field and click on Log in.
• If the user has been synchronized from Microsoft 365 or Google Workspace, the default web browser will be opened to allow authentication through Microsoft's or Google's authentication service.

The MailStore Folder Structure

For each user, MailStore creates a folder on the highest level of the folder structure which corresponds to the archive of the respective user. It contains all emails that were archived for this user and is labeled My Archive.

If the user has access to the archives of other MailStore users (as MailStore administrator, for example), their folders are listed as Archive of <User Name> under the top level folder Other Archives

Below these main folders, the individual email sources (e.g. Microsoft Outlook or Exchange mailboxes) and their folder structures (e.g. Inbox) are listed.

Notice: For MailStore administrators, accessing the archives of other users via the folder structure is blocked by default; this setting can be changed in the compliance settings. Additionally, MailStore administrators can manage archives via the Archives page.

Deleting Folders

Folders and the emails contained therein can only be deleted after the appropriate user privileges have been assigned explicitly by the administrator. If the folder to be deleted contains any subfolders, they will be deleted as well.

Moving, Renaming, and Creating Folders Manually

Within MailStore, folders can be moved, renamed or created. Regular users can only do this within their own user archive, while MailStore administrators can move and rename folders beyond the boundaries of user archives.During the archiving process, MailStore adopts the folder structure and the folder names of the source (e.g. Microsoft Outlook).

Please note that moving large archives across the borders of user archives can take some time because the emails being moved have to be gathered by the full text index of the target user.

The features New Folder..., Rename and Move to Folder... can be accessed by right-clicking on the corresponding archive folder.

If a MailStore administrator renames a user archive (Folder: Archive of <user name>) without renaming the corresponding user, an empty archive will exist with this user name until it is changed.

Hint: Using an already existing folder name when renaming a folder, allows to merge the content of both folders.

Changing Message Type

In case the message recipient is shown wrongly instead of the message sender or vice versa, an administrator is able to change the message type of a message.

Highlight the emails and select Change Message Type in the context menu.

In case the message type of other users' message should be changed, archive access has to be unblocked.

Verify the archiving profile settings if necessary, so that the message type is already set correctly during archiving.

Deleting Emails

Highlight the emails to be deleted by clicking on the emails while holding down the Ctrl key (Ctrl+A will highlight all emails). Right-click on the highlighted item(s) and select Delete. Users are only allowed to delete emails if they have received this privilege explicitly from the MailStore administrator.

Please keep in mind that allowing users to delete emails is not recommended; assigning such privileges makes it difficult, if not impossible, to comply with legal requirements regarding the storage of emails.

Moving Emails

Highlight the emails to be moved by clicking on the emails while holding down the Ctrl key (Ctrl+A will highlight all emails). Right-click on the highlighted item(s), select Move To Folder... and select a destination folder. Alternatively, drag and drop the highlighted emails into the destination folder. Emails can only be moved within a user archive unless you are a MailStore administrator.

Searching by Folder Structure

MailStore sorts all archived email into MailStore's own folder structure. Below the main folders, the individual email sources (e.g. Microsoft Outlook or Exchange mailboxes) and their folder structures (e.g. Inbox) are listed.

Viewing the Emails in a Folder

To view the emails in a folder, simply click on the folder name. The emails will be listed below the folder structure.

Click on the text Sorted by: <value> to change the order in which emails are displayed. Emails can be sorted according to:

• Date
• From/To (sender/recipient of the email)
• Subject

Click on the Field to the right of Sorted by ("New to Old" in the screenshot) to reverse the order in which emails are arranged. By default, the latest email is displayed first.

Refreshing the View

To refresh the list of folders, click on a folder and press F5 on your keyboard.

Click on the folder again to refresh the list of emails.

Starting an Advanced Search in a Folder

To start an advanced search in a folder, right click on the folder and select Search here.... The advanced search is shown and the folder is preselected.

Quick Search

With quick search you can browse all emails located in the archives you have access to. This feature is especially suitable for simple queries; alternatively, the advanced search can be used.

Using Quick Search

The input field is located in the upper left part of the MailStore Client. Simply enter one or more keywords and press ENTER. The search results are displayed. Keywords which appear in the header or the subject line are highlighted.

Searching for Word Fragments

To display all emails containing a word with a particular fragment, use the wildcard character (*). For example:

auto*

will return auto, automatic, automobile etc.

*example.com

will return all email addresses and domains of example.com.

firstname.lastname*

will return all email addresses of firstname.lastname.

Searching for Words with unknown letters

To view all emails containing a word where you do not know how to spell it correctly, you can use the question mark (?). For example

Me?er

would locate Meier and Meyer, but not Maier.

The question mark (?) cannot be used at the beginning of a word or at the end of a word, use the wildcard character (*) instead.

Searching for Phrases

To search for words appearing consecutively and in a specific order, use quotation marks (""). For example:

"Microsoft Windows"

will return the text Microsoft Windows but not Microsoft Works or Windows 95.

Narrowing by Fields

A search for keywords or phrases can be limited to specific fields. For example:

subject:News                  only in Subject
from:[email protected]       only in From
to:[email protected]      only in To
cc:[email protected]         only in Cc
bcc:[email protected]   only in Bcc
bcontent:billing              only in Body of message
acontent:billing              only in Attachments of message

Excluding Words

To narrow a search, you may want to specify words which must not be present in the emails. To exclude words from the search results, prepend the word with the minus character (-). For example:

ZDNet -download-tip

returns all emails from ZDNet which do not contain download-tip.

Combining Search Options

Any of the search options described above can be combined. For example:

ZDNET -"Daily Update"

returns all emails from ZDNet which do not contain the consecutive words Daily Update.

from:ZDNET bcontent:MailStore

returns all emails from ZDNET which have MailStore somewhere in their message body.

from:[email protected] acontent:bill

returns all emails from [email protected] which have bill in any attachment.

to:[email protected] -sales

returns all emails to [email protected] which do not have sales in any part of the email.

from:[email protected] to:[email protected] acontent:bill -subject:admonition

returns all message from [email protected] to [email protected] which have bill in any attachment but do not have admonition in the subject.

About Special Characters

Words inside indexed emails or attachments which are a combination of alphanumeric (letters, digits) and non-alphanumeric characters (white space, line break, delimiter or other control characters), may be returned in search results when searching for the alphanumerical part only.

For instance, when searching for firstname, firstname.lastname and lastname, e-mails containing the word firstname.lastname will be returned.

Commonly occurring characters are:

• Period (.)
• Comma (,)
• Semicolon (;)
• Hyphen (-)
• Underscore (_)
• AT-Sign (@)
• Slash & Backslash (/,\)
• Null character (NUL)

Advanced Search

Using the advanced search, you can execute complex queries through the MailStore Client. Queries can be scoped to certain archive folders and may not only refer to the email content but also include fields such as email date, archiving date or email size.
Email attachments can be searched specifically, too if search indexing has been configured appropriately.

Using the Advanced Search

In the MailStore Client, click on Search Email and enter the search parameters. The criteria are AND-combined, i.e. the search returns only those emails that satisfy all criteria. Click on Search to start the search.

Search Criteria under "Search"

Enter a keyword or phrase into the text field and specify where MailStore is to conduct the search. The following options are available:

• Subject - The subject line of the email is searched.
• Sender/Recipient - The fields "From", "To", "Cc", and "Bcc" are searched.
• Message body - The text-only or HTML sections of the email are searched (depending on availability).
• Attachments File Names - The file names of the email attachments are searched.
• Attachment Contents - The contents of the email attachments are searched. If and to what extent attachments can be searched depends on the specified indexing options.

All options described in section Quick Search, such as phrases and wildcards, are available in the textfield Search for as well.

Search Criteria under "General"

Under General, the following options are available:

• Folder - The folder to be searched by MailStore can be selected here. By default, all folders readable by the current user are selected. By clicking the button next to the text field, folders can also be selected using the folder structure.
• Include subfolder - If selected, MailStore not only searches the selected folder (e.g. Inbox), but all subfolders created therein (e.g. Inbox / Projects 2008 / Profit Optimization) as well.
• From - Any keywords or email addresses entered here are searched for within the email's sender field only.
• To/Cc/Bcc - Any keywords or email addresses entered here are searched for within the email's recipient fields only.
• Date - The time frame the search is to cover can be selected here. Either a predefined range, such as Yesterday or This year, can be selected or, by choosing Custom, a specific period can be specified manually. In this case, the start and end dates will be included.
• Archiving Date - The archiving time frame the search is to cover can be selected here. Either a predefined range, such as Yesterday or This year, can be selected or, by choosing Custom, a specific period can be specified manually. In this case, the start and end dates will be included.

All options described in section Quick Search, such as phrases and wildcards, are available in the fields From and To/Cc/Bcc as well.

Search Criteria under "Advanced"

Under Advanced, the following options are available:

• Archive Store - If the archive consists of more than one archive store, the search can be limited to just one of the. By default all archive stores are searched.
• Messages with/without attachments - By default, all messages are searched, regardless of whether or not they have any file attachments. Clear one of the check boxes to remove certain emails, such as those without attachments, from the results.

  Important: These searches can be imprecise at times because items like background pictures could be regarded as attachments.

• Size - By default, all messages are searched regardless of their size. Use the appropriate fields provided to limit the search according to the size of the emails, e.g. at least 5 MB or between 400 and 600 KB.
• Priority - Emails are searched according to the priority level of the email as assigned by the sender. When choosing Low, all emails with a priority level lower than Normal are returned, when choosing High, all emails with a priority level higher than Normal are returned. Emails not containing any information regarding priority are assumed to have a priority level of Normal.

Starting the Search

Click on Search to start the search. Results are displayed in a list in the left section of the main window.

Refining the Search Results

Click on Search Email again to further narrow the results after a search has been executed. Specify any additional search criteria and click on Search once more.

Starting a New Search

Click on New Query to start a new search. All search criteria will be reset to their default values (i.e. an unrestricted search of the folders readable by the current user).

Saving Search Criteria for Reuse

Search criteria that are used repeatedly (such as "all receipts from last month") can be saved and reused at a later time: Click on Create Search Folder... and provide a meaningful name for the search.

The new search folder will be available under the Search Email folder on the left side of the application window.

Through the context menu you can view the search criteria of a search folder (New Search Query) and rename or delete it.

About Special Characters

Words inside indexed emails or attachments which are a combination of alphanumeric (letters, digits) and non-alphanumeric characters (white space, line break, delimiter or other control characters), may be returned in search results when searching for the alphanumerical part only.

For instance, when searching for firstname, firstname.lastname and lastname, e-mails containing the word firstname.lastname will be returned.

Commonly occurring characters are:

• Period (.)
• Comma (,)
• Semicolon (;)
• Hyphen (-)
• Underscore (_)
• AT-Sign (@)
• Slash & Backslash (/,\)
• Null character (NUL)

Email Preview

MailStore offers an integrated email preview displaying emails the same way as standard email applications. To activate the preview, simply click on an email or use the arrow keys to highlight the desired email in the list.

The menu bar above the email preview shows all functions available for the email currently displayed.

Save as...

Click on Save as... to save the current email in any Windows folder. Emails can be saved in the following file formats:

• RFC822 EML - These files can be opened independently from MailStore by double-clicking and can be moved to applications such as Mozilla Thunderbird by drag & drop.
• Outlook MSG - These files can be opened with or imported to all versions of Microsoft Outlook directly.

Print

Using the print function the email currently displayed will be printed including header information such as Date and Subject.

Find in Email

Click on Find in Email... to search the message body of the current email.

Internet Headers...

Click on Internet Headers to view the header of the current email, including all MIME parts.

Message Source

Click on Message Source to show the full source of the current message including all MIME-parts.

Delete (only with the appropriate privilege)

Click on Delete to delete the current email from the archive. Please keep in mind that, in order to use this function, the appropriate privilege has to be in place.

Retention Details (Administrators only)

This button is only available if retention policies are configured and enabled.

Click on Retention Details to view the minimum and maximum retention date and the corresponding retention policies if applicable.

By clicking on a retention policy you can view its configuration directly.

Reopening Emails in an Email Application

Emails previewed in MailStore can be reopened in any email application to reply to or forward them. Select an email client you want to open email messages in first, by clicking on Email Client:. MailStore only lists email clients that are supported and that are installed on the computer from which MailStore Client is executed.

Depending on the selected email client, additional button may be visible:

• Open in <email client> - Open the current message to the selected email client. Please note, that emails are simply opened, not stored, in the application. To restore emails to an email application, please use MailStore's Export Feature.

• Restore to <email client>... - Restore the current message to the selected email client. If further settings are required an additional button Settings.. will be shown.