Difference between revisions of "Archiving Emails from SmarterMail"

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(Step 1: Configure Mailbox to collect incoming and outgoing e-mails)
 
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'''Please note:''' this tutorial only covers the specifics of archiving an SmarterMail Server. It is assumed that you already have a MailStore Server installation or [http://www.mailstore.com/en/lp/sendlicense.aspx test installation] and are familiar with the fundamentals of MailStore Server. Please refer to the [[Manual]] or [http://www.mailstore.com/en/doc/server4-quickstart-en.pdf Quick-Start-Guide] for more information.
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{{Implementation_Guide_Preamble|SmarterMail Server}}
  
MailStore Server offers several ways to archive emails from a SmarterMail Server, which are described below. If you are not sure which archiving method best suits your company, please refer to chapter [[Choosing the Right Archiving Strategy]].
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== Synchronizing Users ==
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Additionally to the internal user databases, SmarterMail may also use LDAP directory services such as Active Directory to manage and authenticate users. As MailStore Server also supports Active Directory and other LDAP directory services (e.g. OpenLDAP), it is recommended to set up synchronization in MailStore as well. Additional information on synchronizing users can be found in the corresponding chapter [[Active Directory Integration]] of the MailStore Server manual:
  
= Archiving Individual Mailboxes =
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'''Note:''' When [[Batch-archiving IMAP Mailboxes|batch-archiving IMAP mailboxes]]  MailStore Server automatically creates non-existing users. The authentication type of those users will be set to ''MailStore-integrated''.
When archiving individual mailboxes, SmarterMail Server functions the same as any other email server. Please refer to the corresponding chapter ''Archiving Server Mailboxes'' in the MailStore Server manual.
 
  
= Archiving Multiple Mailboxes in one Step =
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== Archiving Individual Mailboxes ==
When archiving multiple mailboxes, SmarterMail Server functions the same as any other email server. Please refer to the corresponding chapter ''Batch Archiving of IMAP Mailboxes'' in the MailStore Server manual.
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{{Archiving Single Mailbox Preamble|SmarterMail}}
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{{Archiving Single Mailbox}}
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{{Archiving Multiple Mailboxes|SmarterMail}}
  
= Archiving Incoming and Outgoing Emails Directly =
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== Archiving Incoming and Outgoing Emails Directly ==
You can configure SmarterMail Server to save a coppy of every e-mail send and recived through the system in an additional mailbox. These e-mails can then be archived with MailStore Server using archiving tasks of type [[Archiving_IMAP_and_POP3_Multidrop_Mailboxes]].
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You can configure SmarterMail Server to save a copy of every email sent and received through the system in an additional mailbox. These emails can then be archived with MailStore Server using archiving tasks of the type [[Archiving IMAP and POP3 Multidrop Mailboxes]].
  
== Step 1: Configure Mailbox to collect incoming and outgoing e-mails ==
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=== Step 1: Configure the mailbox to collect incoming and outgoing e-mails ===
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Please set up this mailbox - in the following called "journal" - as follows:
  
You setup this mailbox you as follows:
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* Login to SmarterMail Server by using the administrator's email address.
 
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* Select ''Settings'' from the menu.
* Logon as Administrator to SmarterMail Server
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* In the left panel choose ''Domain Settings'' | ''Users''  
* In the left Panel choose ''Settings'' - ''Domain Settings'' - ''Users''  
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* Now click on ''New'' to create a new user called ''journal'' as shown in the screenshot below.
* Now select ''New'' to create a new Journaling mailbox. The picture below shows one possible configuration. Please use ''yourdomain.ext'' instead smartermail.local as e-mail domain.
 
 
*: [[File:Smartermail_1_en.PNG|center|520px]]
 
*: [[File:Smartermail_1_en.PNG|center|520px]]
* Save your settings
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* Save the settings for the new user ''journal'' and logout.
* Logout and logon as administrator (use only username) to SmarterMail Server
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* Login as administrator (not the email address) to your SmarterMail server.
* In the left pane select ''Events'' - ''New Event'' to create an Event to journal incoming e-mails as shown below. Keep in mind to use your actual e-mail domain instead smartermail.local.  
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* Click on ''Settings''.
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* In the left panel select ''Events'' | ''New Event'' to create an event as shown below to journal all incoming emails.<br/>Enter your local email domain in the field ''To Domain''.
 
*: [[File:Smartermail_2_en.PNG|center|520px]]
 
*: [[File:Smartermail_2_en.PNG|center|520px]]
* After setting all necessary values, open tab ''Actions'' and configure the action as shown below
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* Give the event a unique name, e.g. ''Journal Incoming'' and save the settings.
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* Open the ''Actions''-tab and set up an action for the newly created event as shown below.
 
*: [[File:Smartermail_3_en.PNG|center|520px]]
 
*: [[File:Smartermail_3_en.PNG|center|520px]]
* Save your settings and create another new event to journal all outgoing e-mails as shown in the following picture. Please use your actual e-mail domain instead smartermail.local
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* Save your settings
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* The event ''Journal Incoming'' now ensures to save a copy of all incoming messages in the mailbox of the ''journal'' user.
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* Now create another event (e.g. call it ''Journal Outgoing'') to journal all outgoing emails as shown in the screenshot below.<br/>Enter your local email domain in the field ''From Domain''.
 
*: [[File:Smartermail_4_en.PNG|center|520px]]
 
*: [[File:Smartermail_4_en.PNG|center|520px]]
* At least you have to configure an action for this event as shown below.
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* To save a copy of all outgoing messages in the mailbox of the ''journal'' user, you have to set up an action for this event as well.
 
*: [[File:Smartermail_3_en.PNG|center|520px]]
 
*: [[File:Smartermail_3_en.PNG|center|520px]]
* Please note that you need to configure these settings adapted to your actual e-mail setup.
 
 
== Step 2: Configuration of MailStore Server ==
 
 
Configure MailStore Server to archive the data stored in the journal mailbox configured in Step 1 using an archiving task of type [[Archiving_IMAP_and_POP3_Multidrop_Mailboxes]].
 
  
After archiving, emails can and should be deleted from the journaling mailbox automatically by MailStore Server. The MailStore Server archiving task can be configured accordingly.
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=== Step 2: Configuration of MailStore Server ===
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{{Archiving Multidrop Mailbox}}
  
= Weblinks =
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== Weblinks ==
* [http://www.mailstore.com/de/support.aspx MailStore Support]
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* {{MailStore Support}}
 
* [http://www.smartertools.com/ Smartertools Homepage]
 
* [http://www.smartertools.com/ Smartertools Homepage]
 
* [http://help.smartertools.com/SmarterMail/v6/Default.aspx SmarterMail Online Help]]
 
* [http://help.smartertools.com/SmarterMail/v6/Default.aspx SmarterMail Online Help]]
  
[[de:E-Mail-Archivierung_von_SmarterMail]]
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[[de:E-Mail-Archivierung von SmarterMail]]
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[[en:Archiving Emails from SmarterMail]]

Latest revision as of 17:18, 9 January 2018

This implementation guide covers the specifics of archiving SmarterMail Server mailboxes. It is assumed that you already have a MailStore Server installation or test installation and are familiar with the fundamentals of MailStore Server. Please refer to the Manual or the Quick Start Guide for more information.

MailStore Server offers several ways to archive emails from SmarterMail Server mailboxes, which are described below. If you are not sure which archiving method best suits your company, please refer to the chapter Choosing the Right Archiving Strategy.


Synchronizing Users

Additionally to the internal user databases, SmarterMail may also use LDAP directory services such as Active Directory to manage and authenticate users. As MailStore Server also supports Active Directory and other LDAP directory services (e.g. OpenLDAP), it is recommended to set up synchronization in MailStore as well. Additional information on synchronizing users can be found in the corresponding chapter Active Directory Integration of the MailStore Server manual:

Note: When batch-archiving IMAP mailboxes MailStore Server automatically creates non-existing users. The authentication type of those users will be set to MailStore-integrated.

Archiving Individual Mailboxes

In MailStore Server SmarterMail archiving tasks are stored in archiving profiles. By following the procedure described here you can archive a single SmarterMail mailbox for a specific MailStore user. The archiving process can be executed manually or automatically. You can find further information about executing archiving profiles in chapter Email Archiving with MailStore Basics.

  • 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.
  • To create a new archiving profile, select Other Server via IMAP/POP3 from the Email Servers list in the Create Profile area of the application window.
  • A wizard opens guiding you through the setup process.
    Arch mailboxes 00.png
  • Select Single Mailbox and click on OK.
  • Fill out the fields Email Address, Host, Access via, 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.
    Arch mailboxes 01.png
  • Click on Next.
  • Customize the list of folders to be archived (IMAP only), the filter (IMAP only) and the deletion rules. By default, no emails will be deleted from a mailbox. The timeout value only has to be adjusted as needed (e.g. with very slow servers).
    Arch mailboxes 02.png
  • 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.
    Arch mailboxes 03.png
  • 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 Profiles and can be run immediately, if desired.

Archiving Multiple Mailboxes in One Step

When archiving multiple mailboxes, SmarterMail works the same as any other email server. Please refer to the chapter Multiple IMAP Mailboxes (CSV File) in the help article Batch Archiving of IMAP Mailboxes in the MailStore manual.


Archiving Incoming and Outgoing Emails Directly

You can configure SmarterMail Server to save a copy of every email sent and received through the system in an additional mailbox. These emails can then be archived with MailStore Server using archiving tasks of the type Archiving IMAP and POP3 Multidrop Mailboxes.

Step 1: Configure the mailbox to collect incoming and outgoing e-mails

Please set up this mailbox - in the following called "journal" - as follows:

  • Login to SmarterMail Server by using the administrator's email address.
  • Select Settings from the menu.
  • In the left panel choose Domain Settings | Users
  • Now click on New to create a new user called journal as shown in the screenshot below.
    Smartermail 1 en.PNG
  • Save the settings for the new user journal and logout.
  • Login as administrator (not the email address) to your SmarterMail server.
  • Click on Settings.
  • In the left panel select Events | New Event to create an event as shown below to journal all incoming emails.
    Enter your local email domain in the field To Domain.
    Smartermail 2 en.PNG
  • Give the event a unique name, e.g. Journal Incoming and save the settings.
  • Open the Actions-tab and set up an action for the newly created event as shown below.
    Smartermail 3 en.PNG
  • Save your settings
  • The event Journal Incoming now ensures to save a copy of all incoming messages in the mailbox of the journal user.
  • Now create another event (e.g. call it Journal Outgoing) to journal all outgoing emails as shown in the screenshot below.
    Enter your local email domain in the field From Domain.
    Smartermail 4 en.PNG
  • To save a copy of all outgoing messages in the mailbox of the journal user, you have to set up an action for this event as well.
    Smartermail 3 en.PNG

Step 2: Configuration of MailStore Server

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 Other Server via IMAP/POP3 from the Email Server list in the Create Profile area of the application window.
  • A wizard opens guiding you through the setup process.
    Arch imap catch 01.png
  • Select Multidrop Mailbox and click OK.
  • Fill out the fields Access via, Host, Username and Password. Click on Test to verify the data entered.

    For the TLS and SSL protocols only: You have the option to ignore SSL warnings. Generally, these warnings appear if an unofficial certificate is used on the server.

    Arch imap catch 02.png
  • 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.

    Notice: If you are additionally archiving messages from the users mailboxes, you have to set the target folder names here to the folder names that match the names that were created by the user mailbox archiving profiles. Otherwise, additional or similar folders could be created in the users' archives. The folder names are case-sensitive.
  • If the option Synchronize with Directory Services before archiving is enabled, the MailStore user list will be synchronized with configured directory service before the archiving process actually runs. This has the advantage that, for example, new employees will be created as MailStore users before archiving which enables MailStore to sort their emails into the correct archives.
  • 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 Profiles and can be run immediately or automatically, if desired.


Weblinks

Navigation
Tools
Print/export
About MailStore

  • MailStore Server is one of the leading email archiving solutions for SMB.
  • For private use there is a free tool for email archiving furthermore: MailStore Home.