Difference between revisions of "Installation"

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[[File:gsta_install_02.png|center|400px]]
 
[[File:gsta_install_02.png|center|400px]]
  
= Starting MailStore =
 
  
After successful installation, a new ''MailStore Client'' icon will appear on the desktop; simply double click this icon to start MailStore.
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= After First Time Installation =
  
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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After successfully installing MailStore Server for the first time, it is recommended to continue with the [[Quick Start Guide]]. A step-by-step tutorial explains the basics, from creating users to successfully archive emails the first time.  
  
== Loggin On as Administrator ==
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[[de:Installation]]
 
 
When logging on as administrator, you will be prompted for the access data. Server name localhost and user name ''admin'' are preset; simply click on OK. If asked whether to trust MailStore Server, click on ''OK'' as well.
 
 
 
[[File:gsta_login_01.png|center|350px]]
 
 
 
== Installing a License ==
 
 
 
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 test license or an already purchased license.
 
 
 
== Changing the Password (Recommended)==
 
 
 
To ensure security, the administrator password should be changed after the first start of MailStore: simply click on ''Administrative Tools'' and select ''Change Password''.
 
 
 
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''.
 
 
 
[[File:gsta_login_02.png|center|500px]]
 
 
 
= Adding new users =
 
 
 
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.
 
 
 
<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. In addition, MailStore users can be created automatically during archiving a Microsoft Exchange Server.</p>
 
 
 
== Opening User Management ==
 
 
 
Click on ''Administrative Tools'' and select ''Users''; user management is displayed.
 
 
 
== Adding a New User ==
 
 
 
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''.
 
 
 
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.
 
 
 
== Logging On to MailStore Server as User ==
 
 
 
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''.
 
 
 
= Archiving Emails =
 
 
 
After creating a MailStore user, you can start archiving emails for that user. '''In the following example, emails are archived from the local Outlook application'''. No changes are made to Outlook or the emails contained therein.
 
 
 
Important notice: This section describes how to archive emails from the local Microsoft Outlook application as an example. Detailed information about other archiving options is available in chapters Archiving Emails and MailStore and Microsoft Exchange.
 
 
 
*Click on ''Archive Email''.
 
*From the list on the upper right, select ''Microsoft Outlook'' as source.
 
 
 
[[File:gsta_archive_01.png|center|550px]]
 
 
 
*Keep the default settings and click on ''Next''.
 
 
 
[[File:gsta_archive_02.png|center|400px]]
 
 
 
*If desired, you can choose further archiving settings in the following window. For now, keep the default settings and click on ''Next''.
 
 
 
[[File:gsta_archive_05.png|center|400px]]
 
 
 
*If you are logged on to MailStore Server as administrator, you will be prompted for the target archive in which the emails are to be stored. If you are logged on as user, the archive of the respective user is selected automatically.
 
 
 
[[File:gsta_archive_03.png|center|400px]]
 
 
 
*Finally, you can specify a name (e.g. "Microsoft Outlook Test") under which MailStore will save your archiving task. Click on ''Finish'' to start the archiving process.
 
 
 
[[File:gsta_archive_04.png|center|400px]]
 
 
 
*After the archiving process is finished, a protocol appears. If it does not contain any error messages, the process was successful.
 
 
 
The new archiving profile is now listed under ''Saved Settings (Profiles)'' and from here can be run as often as desired. MailStore only archives those emails not yet stored in the archive.
 
 
 
= Viewing Archived Emails =
 
 
 
[[File:gsta_preview_01.png|left|200px]]
 
 
 
MailStore displays the archived emails in a tree structure on the left side of the application window. An administrator (''admin'') can view the archived emails of all users, a regular user, by default, only his or her own user archive.
 
 
 
<br style="clear:both;">
 
 
 
Click on a folder to view the emails it contains. Click on an email name in the lower left pane to view an individual email.
 
 
 
[[File:gsta_preview_02.png|center|350px]]
 
 
 
Additional information about the email preview is available in the chapter [[Accessing_the_Archive_with_the_MailStore_Client_software#Email_Preview|Email Preview]].
 
 
 
= Searching Emails =
 
 
 
To locate emails quickly, MailStore offers a fast and convenient full-text search. Simply enter one or more keywords into the text field on the upper left of the application window and click ''Search'' or press the ''Enter'' key.
 
 
 
[[File:gsta_search_01.png|center|250px]]
 
 
 
Search results are displayed below the tree. Click on an email name to view a particular email.
 
 
 
[[File:gsta_search_02.png|center|250px]]
 
 
 
Additional information about using quick search is available in the chapter [[Accessing_the_Archive_with_the_MailStore_Client_software#Quick_Search|Quick Search]].
 
 
 
= Access from Other Computers =
 
 
 
MailStore Server provides several ways to access the archive from other computers:
 
 
 
'''Windows Client''' - The Windows software MailStore Client is installed on other machines making the entire range of functions of MailStore Server accessible.
 
 
 
'''Outlook Add-In''' - This is included in the installation of MailStore Client. In Microsoft Outlook it provides an additional MailStore toolbar through which the archive can be accessed. Learn more about this convenient feature in the chapter [[Accessing_the_Archive_with_the_Microsoft_Outlook_integration|Microsoft Outlook Integration]].
 
 
 
'''Web Client''' - Using any internet browser (e.g. Internet Explorer, Firefox or Safari), an internal internet (LAN) address is used to access the archive in read-only mode. This convenient feature is called MailStore Web Access and is described in detail in the corresponding chapter.
 
 
 
'''iPhone Client''' - This software can be set up on any iPhone or iPod touch, which can then be used to access the archive. Learn more about this feature in the chapter [[Accessing_the_Archive_with_iPhone_and_iPod_touch|MailStore iPhone Client]].
 
 
 
In the following, MailStore Client is described as an example: 
 
 
 
== Using MailStore Client ==
 
 
 
With MailStore Client, users can access MailStore Server - the central archive - from any computer on the network and are able to browse and view the emails that were archived for them. Access to the archived emails of other users is only permitted after the appropriate privileges have been assigned.
 
 
 
== Installing MailStore Client ==
 
 
 
Download the MailStore Client software here:
 
http://www.mailstore.com/download.ashx?product=Client
 
 
 
This is a regular Windows installation program which can be executed on the corresponding user's computer by double-clicking. Simply follow the instructions on the screen.
 
 
 
<p class="msnote">'''Please note:''' In addition to a manual installation, MailStore Client can also be distributed among all user computers using Active Directory. For more information, please refer to the article [[MailStore_Client_Deployment|MailStore Client Deployment]].</p>
 
 
 
== Starting and Logging On ==
 
 
 
To start ''MailStore Client'', click on the corresponding icon on the desktop. The login screen appears:
 
 
 
[[File:gsta_useclient_01.png|center|400px]]
 
 
 
Under ''Server Name'', enter the name or the IP address of the computer on which MailStore Server is installed. Please keep in mind that the preset entry ''localhost'' is valid only if MailStore Client is started on the same PC on which MailStore Server is installed.
 
 
 
Enter the user name and password of the administrator (''admin'') or any MailStore user into the appropriate fields and click on ''OK''. If asked whether to trust MailStore Server, click on ''OK''.
 
 
 
<p class="msnote">'''Important notice:''' As long as the administrator password is set to ''admin'', you will not be able to log on to MailStore as user ''admin'' from any other computer.</p>
 
 
 
[[de:Erste Schritte]]
 

Revision as of 12:48, 21 January 2011

The chapter "Getting Started" guides you through the installation process of MailStore Server and demonstrates its basic functionality using several examples.

Installing MailStore

Choosing a Computer for the Installation of MailStore Server

The MailStore server can be installed on any Windows PC. Neither server operating system nor database system is required. An overview of supported operating systems can be found in chapter System Requirements.

Installation on an existing server

MailStore Server can be installed on an already existing server PC without any restrictions. Although not required, a concurrent installation on a Microsoft Exchange server is possible without any restrictions as well. No changes are made to the Exchange server. Should the capacity of the current computer used for archiving reach its limits, the entire archive can be moved to another machine within minutes.

Tips for the test mode

To test MailStore Server, it can be installed on any workstation PC. Operation in a virtual machine (e.g. VMware) is possible without any restrictions as well.

Starting the Installation

To start the installation process, double-click on the downloaded setup file. This is a regular Windows installation; simply follow the instructions on the screen.

Gsta install 01.png

Choosing a Directory

During the installation you will be prompted for choosing a storage location for the master database. This will be the directory in which the actual email archive will be stored. The following destination folder is suggested:

C:\MailArchive

You can accept the default folder or change the directory; you will still be able to change the directory after installation through MailStore's Administrative Tools. Should you plan to store on a Network Attached Storage (NAS), the chapter Using Network Attached Storage (NAS) will provide more information on this.

Gsta install 02.png


After First Time Installation

After successfully installing MailStore Server for the first time, it is recommended to continue with the Quick Start Guide. A step-by-step tutorial explains the basics, from creating users to successfully archive emails the first time.

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Tools
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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.