Difference between revisions of "Quick Start Guide"

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= First Steps =
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= Starting MailStore =
  
== Step 1: System Requirements and Installation ==
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After successful installation, a new ''MailStore Client'' icon will appear on the desktop; simply double click this icon to start MailStore.
MailStore Server can be installed on any PC on the network. If an email server is used, it does not have to run on the same system as the MailStore server. All necessary components are already included in the setup of MailStore Server as well; no database server, such as Microsoft SQL, is required. Operation in virtual environments, such as VMware, is entirely possible as well.  
 
  
'''Supported Operating Systems (32-bit and 64-bit Versions)'''
+
'''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.
  
* Microsoft Windows 2000 Service Pack 4 ([[Notes_Regarding_MailStore_and_Microsoft_Windows_2000|please read the notes]])
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== Loggin On as Administrator ==
* Microsoft Windows XP Service Pack 2 or higher
 
* Microsoft Windows Vista
 
* Microsoft Windows 7
 
* Microsoft Windows Server 2003 (incl. SBS)
 
* Microsoft Windows Server 2008 (incl. SBS and R2)
 
* Microsoft Windows Home Server Power Pack 2 or higher
 
  
'''Other Software'''
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[[File:gsta_login_01.png|right|350px]]
  
* Microsoft .NET Framework Version 2.0 (installed automatically if required)
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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.
  
MailStore Server only has minimal hardware requirements. Generally, a typical desktop computer is sufficientas a testing environment.
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<br style="clear: both;" />
 +
 
 +
== 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''.
 +
 
 +
= 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]] or [[Generic LDAP Integration]]. In addition, MailStore users can be created automatically during archiving a Microsoft Exchange Server.</p>
 +
 
 +
== Opening User Management ==
 +
 
 +
[[File:Users.jpg|right|350px]]
 +
 
 +
Click on ''Administrative Tools'' and select ''Users''; user management is displayed.
 +
 
 +
== Adding a New User ==
  
== Step 2: Starting MailStore Client ==
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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''.
One instance of MailStore Client is automatically included when installing MailStore Server. When logging on to MailStore Client as administrator, you can call up nearly all administrative functions and access any archived emails.
 
  
[[File:Gsta_login_01.png|left|240px]]
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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.
* Start MailStore Client.
 
* Enter user name ''admin'' and password ''admin'' and click ''OK''.
 
* Install the free test license you received via email.
 
<br style="clear: both;" />
 
  
== Step 3: Setting Up Users ==
+
== Logging On to MailStore Server as User ==
In the archive, emails are always assigned to individual users. Before any emails can be archived, first, you must set up new users:
 
  
[[File:Users.jpg|left|240px]]
+
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''.
* Click on ''Administrative Tools'' and then on ''Users''.
 
* Click on ''Create New'' to set up a new user manually.
 
* Alternatively, the MailStore user list can be synchronized with your Active Directory using [[Active Directory Integration]]. Information about synchronization using other LDAP based directory services is available in the article [[Generic LDAP Integration]].
 
<br style="clear: both;" />
 
  
== Step 4: Creating and Executing an Archiving Task ==
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= Creating and Executing an Archiving Task =
  
[[File:Arch_profiles_01.png|left|240px]]
 
 
Once you have set up their accounts, you can archive emails for the new users:
 
Once you have set up their accounts, you can archive emails for the new users:
 +
[[File:Arch_profiles_01.png|left|350px]]
 
* Click on ''Archive Email''.
 
* Click on ''Archive Email''.
 
* In the upper area of the application window, select the source from which emails are to be archived.
 
* In the upper area of the application window, select the source from which emails are to be archived.
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* You can now run your archiving task manually or specify a schedule for its execution.
 
* You can now run your archiving task manually or specify a schedule for its execution.
 
<br style="clear: both;" />
 
<br style="clear: both;" />
 
+
'''Notice'''
 
* 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.
 
* 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.
 
* 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'' under ''Search Indexes''.
 
* 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'' under ''Search Indexes''.
  
== Step 5: Setting Up User Access to the Archive ==
+
= Setting Up User Access to the Archive =
 
MailStore provides several different ways for users to access their archived emails (their user archive):
 
MailStore provides several different ways for users to access their archived emails (their user archive):
  
=== Using MailStore Client ===
+
== Using MailStore Client ==
 
This Windows application can be installed to the user computers manually or via software distribution. Users can log on to MailStore Server using Windows Authentication or with their access data stored in the MailStore User Management. MailStore Client can be downloaded separately under http://www.mailstore.com/en/downloads.aspx.
 
This Windows application can be installed to the user computers manually or via software distribution. Users can log on to MailStore Server using Windows Authentication or with their access data stored in the MailStore User Management. MailStore Client can be downloaded separately under http://www.mailstore.com/en/downloads.aspx.
  
=== Using the MailStore Add-In for Microsoft Outlook ===
+
== Using the MailStore Add-In for Microsoft Outlook ==
The add-in can be included in the installation of MailStore Client or by using a separate setup-file. The add-in provides access to the archive directly from Microsoft Outlook.
+
The add-in can be included in the installation of MailStore Client or by using a separate setup-file. The add-in provides access to the archive directly from Microsoft Outlook. Additional information about this neat feature can be found in the chapter [[Accessing the Archive with the Microsoft Outlook integration]].
  
=== Using an Internet Browser (MailStore Web Access) ===
+
== Using an Internet Browser (MailStore Web Access) ==
The archive can be accessed using any internet browser; it does not require any additional software 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 was installed.
+
The archive can be accessed using any internet browser; it does not require any additional software 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 was installed. More information about this feature, called MailStore Web Access, is available the chapter [[Accessing the Archive with MailStore Web Access]].
  
=== Using an IMAP-capable Email Client ===
+
== Using an iPhone Client==
MailStore Server provides an integrated IMAP Server for accessing the archive that is independent of the operating system being used. This enables users to access their archives using most email clients even on Mac OS and Linux-workstations and mobile devices. This archive just needs to be set up like a regular mailbox.
 
  
= The Right Archiving Strategy =
+
Users can access the archive using their iPhone or iPod touch using a version of MailStore Web Access specialized for these devices. To find out more about this feature, please visit the chapter [[Accessing the Archive with iPhone and iPod touch]].
MailStore Server offers a variety of archiving methods which can be combined in many different ways. Selecting the right strategy for your business depends on your objectives as well as your existing email infrastructure.
 
  
== Onetime Archiving of Existing Emails ==
+
== Using an IMAP-capable Email Client ==
Generally, it is sensible to start with archiving the existing emails and thereby making them permanently available to your business. This should include emails stored in a decentralized location, in PST files or email clients, for example.
+
MailStore Server provides an integrated IMAP Server for accessing the archive that is independent of the operating system being used. This enables users to access their archives using most email clients even on Mac OS and Linux-workstations and mobile devices. This archive just needs to be set up like a regular mailbox.
 
 
== Archiving Emails while Sending and Receiving ==
 
'''Implementation'''
 
* If using Microsoft Exchange, this is done by archiving the Journal mailbox.
 
* If using IMAP4 compatible email servers such as Novell GroupWise, Kerio MailServer or MDaemon, this is done by archiving multidrop mailboxes (also called catchall mailboxes).
 
* In all other cases, as well as in companies without their own email server, this can be done using the MailStore proxy server which is available to all MailStore customers free of charge.
 
 
 
'''Advantages'''
 
* Archiving is always comprehensive.
 
 
 
'''Disadvantages'''
 
* Emails can only be assigned to users as sent or received objects in the archive; a depiction of the folder structure is not possible.
 
* The volume of emails in the mailboxes cannot be reduced by using deletion rules because the mailboxes are not accessed during the archiving process.  
 
 
 
== Time-Controlled Execution of Archiving Tasks ==
 
Each archiving task can be executed according to a schedule. You can specify, for example, that all mailboxes on the email server will be examined and all new or modified emails will be archived daily at 10pm.
 
 
 
'''Advantages'''
 
* The folder structure of the mailboxes, email clients or PST files is applied in the archive as well, thereby facilitating access to the archived emails for the users.
 
* Archived emails can be deleted from the mailboxes according to predefined rules, thereby reducing the workload of the email server.
 
'''Disadvantages'''
 
* It is possible to delete emails before they can be archived (even if archiving intervals are very short).
 
 
 
== Time-Controlled Execution of Archiving Tasks ==
 
Each archiving task can be executed according to a schedule. You can specify, for example, that all mailboxes on the email server will be examined and all new or modified emails will be archived daily at 10pm.
 
 
 
'''Advantages'''
 
* The folder structure of the mailboxes, email clients or PST files is applied in the archive as well, thereby facilitating access to the archived emails for the users.
 
* Archived emails can be deleted from the mailboxes according to predefined rules, thereby reducing the workload of the email server.
 
 
 
'''Disadvantages'''
 
* It is possible to delete emails before they can be archived (even if archiving intervals are very short).
 
  
= The Right Storage Strategy =
+
MailStore's integrates IMAP server can be enabled and configured through the [[MailStore Server Base Configuration]].
MailStore Server uses scalable, high-performance storage technology; it can easily process even large amounts of data and serve companies with well over 1,000 mailboxes and users without ever reaching any limits of performance or capacity. Please consider the following recommendations:
 
* For each real user, set up a MailStore user and avoid creating collective users such as “accounting”. Reason: MailStore creates a search index for each user in order to optimize performance; this effect is lost when using collective users.
 
* In ''Administrative Tools'' under ''Storage Locations'', create a new file group for every 500,000 to 1,000,000 emails; this can also be done automatically. Advantage: Each file group is an autonomous archive unit with its own databases, search indexes and other storage structures. Adding file groups regularly ensures a consistently high performance for search- and archiving processes. Although it consists of individual archive units, users always see the archive in its entirety.
 
* The MailStore storage technology also supports iSCSI, Fibre Channel, NAS and SAN. Please refer to the corresponding article [[Using Network Attached Storage (NAS)]].
 
* MailStore does not substitute backups. Please use the backup feature integrated in MailStore Server or set your existing backup software to include the MailStore data directories in the backup procedure. Please also keep in mind that, if using external backup software, the MailStore Server service must be stopped before executing the backup procedure.
 
  
 
[[de:Quick_Start_Guide]]
 
[[de:Quick_Start_Guide]]

Revision as of 11:44, 21 January 2011

Starting MailStore

After successful installation, a new MailStore Client icon will appear on the desktop; simply double click this icon to start MailStore.

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.

Loggin On as Administrator

Gsta login 01.png

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.


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.

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.

Important notice: This chapter describes how you can add a MailStore user manually. However, users can also be added through Active Directory Integration or Generic LDAP Integration. In addition, MailStore users can be created automatically during archiving a Microsoft Exchange Server.

Opening User Management

Users.jpg

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.

Creating and Executing an Archiving Task

Once you have set up their accounts, you can archive emails for the new users:

Arch profiles 01.png
  • Click on Archive Email.
  • In the upper area of the application window, select the source from which emails are to be archived.
  • A wizard will help you define the properties of your archiving task (e.g. which mailbox is to be archived by which email server).
  • Once completed, you can find your new archiving task in the list under Saved Settings (Profiles).
  • You can now run your archiving task manually or specify a schedule for its execution.


Notice

  • 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.
  • 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 under Search Indexes.

Setting Up User Access to the Archive

MailStore provides several different ways for users to access their archived emails (their user archive):

Using MailStore Client

This Windows application can be installed to the user computers manually or via software distribution. Users can log on to MailStore Server using Windows Authentication or with their access data stored in the MailStore User Management. MailStore Client can be downloaded separately under http://www.mailstore.com/en/downloads.aspx.

Using the MailStore Add-In for Microsoft Outlook

The add-in can be included in the installation of MailStore Client or by using a separate setup-file. The add-in provides access to the archive directly from Microsoft Outlook. Additional information about this neat feature can be found in the chapter Accessing the Archive with the Microsoft Outlook integration.

Using an Internet Browser (MailStore Web Access)

The archive can be accessed using any internet browser; it does not require any additional software 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 was installed. More information about this feature, called MailStore Web Access, is available the chapter Accessing the Archive with MailStore Web Access.

Using an iPhone Client

Users can access the archive using their iPhone or iPod touch using a version of MailStore Web Access specialized for these devices. To find out more about this feature, please visit the chapter Accessing the Archive with iPhone and iPod touch.

Using an IMAP-capable Email Client

MailStore Server provides an integrated IMAP Server for accessing the archive that is independent of the operating system being used. This enables users to access their archives using most email clients even on Mac OS and Linux-workstations and mobile devices. This archive just needs to be set up like a regular mailbox.

MailStore's integrates IMAP server can be enabled and configured through the MailStore Server Base Configuration.