Difference between revisions of "Quick Start Guide"

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__NOTOC__
 
__NOTOC__
 
== Install MailStore Server ==
 
== Install MailStore Server ==
If you have not already downloaded the free 30-day trial version, please download it from [http://www.mailstore.com www.mailstore.com] and start the installer by double-clicking the setup file. This is a standard Microsoft Windows installer package. Simply follow the on-screen prompts.
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If you have not already downloaded the free 30-day trial version, please download it from [http://www.mailstore.com www.mailstore.com] and start the installer by double-clicking the setup file.  
  
'''Hint''': Due to low system requirements, MailStore Server can be installed on a normal workstation computer for testing. Test with a larger number of users should be done in an environment that follows our [[System Requirements]]
+
This is a typical Microsoft Windows installer package. Thus, simply follow the on-screen prompts till you are asked to install a license.
  
A test installation can be converted to a full version by just replacing the activation key and can be moved to another computer at any time.
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'''Hint''': Due to low system requirements, MailStore Server can be installed on a normal workstation computer for testing. Tests with a larger number of users should be done in an environment that follows our [[System Requirements]].
 +
 
 +
A test installation can be converted to a full version by just replacing the activation key. Also can it be moved to another computer at any time.
 +
 
 +
=== Install Trial License ===
 +
[[File:Setup003.png|right|350px]]
 +
After the program files have been copied by the installation program, you are required to type in a product key. You now have the choice of installing either the trial license you were emailed after downloading the free trial version or a license you have purchased.
 +
 
 +
<br style="clear: both;" />
 +
 
 +
=== Complete the Installation ===
 +
[[File:Setup004.png|right|350px]]
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At the end of the installation, select whether MailStore should automatically configure the Windows firewall, and search for updates regularly.
 +
 
 +
'''Help us to improve MailStore''' by enabling the option ''Submission of anonymous usage data'', whereby you help us to even better understand how our software is being used.
 +
 
 +
<br style="clear: both;" />
  
 
== Logging on as Administrator ==
 
== Logging on as Administrator ==
[[File:gsta_login_01.png|right|350px]]
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[[File:Gsta_login_01.png|right|350px]]
* Start the ''MailStore Client'' application.
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* The logon credentials (username/password: ''admin'') required for a newly-installed MailStore Server show up automatically in the login window.
* The access credentials (username/password: ''admin'') required for a newly-installed MailStore Server show up automatically in the login window.
 
 
* Click ''OK'' to log on.
 
* Click ''OK'' to log on.
* When you log on for the first time, you may need to confirm that MailStore Server is a trusted host. Again, click ''OK'' here.
 
  
 
<br style="clear: both;" />
 
<br style="clear: both;" />
  
== Install Test License ==
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== Changing the Password ==
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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[[File:LoginChangePassword001.png|right|350px]]
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After you have logged in, you are required to change the admin user's password.
  
== Change Password ==
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Enter the new password into the ''New Password'' and ''Repeat Password'' fields, and clicking ''OK'' afterwards.
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 the ''admin'' user. This setting is for security reasons.
 
  
 
== Create Users ==
 
== Create Users ==
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proceed as follows:
 
proceed as follows:
  
* Click ''Administrative Tools'' > ''Users and Privileges'' > ''Directory Services''.
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* Click ''Administrative Tools'' > ''Users and Archives'' > ''Directory Services''.
 
* Change the ''Directory Services Type'' to the directory service that matches your environment.
 
* 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.
 
* 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.
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To create users manually, proceed as follows:
 
To create users manually, proceed as follows:
  
* Click ''Administrative Tools'' > ''Users and Privileges'' > Users''.
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* Click ''Administrative Tools'' > ''Users and Archives'' > Users''.
 
* Click Create ''New...''.
 
* Click Create ''New...''.
 
* Enter a user name for the new user and confirm with ''OK''.
 
* Enter a user name for the new user and confirm with ''OK''.
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== Archiving Management based on Profiles ==
 
== Archiving Management based on Profiles ==
 
=== Overall Concept ===
 
=== Overall Concept ===
 
 
In MailStore Server, email archiving is controlled using archiving profiles.
 
In MailStore Server, email archiving is controlled using archiving profiles.
 
An archiving profile contains the following data:
 
An archiving profile contains the following data:
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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.
 
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:
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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. To get to know MailStore, we recommend first archiving a single mailbox or a local email client profile. To do this, proceed as follows:
  
 
<br style="clear: both;" />
 
<br style="clear: both;" />
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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.
 
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.
  
'''Note:''' If you are logged on as the MailStore Administrator while setting up the archiving profile, you can also specify the user archive in which the emails are stored. If you are logged on as a regular user, this is always your own user archive.
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'''Note:''' If you are logged on as the MailStore Administrator while setting up the archiving profile, you can also specify the user archive in which the emails are stored. If you are logged on as a regular user, this is always your own user archive. Please notice that in case you are archiving emails into the archive of another user, you will not be able to access these email, unless the ''Archive Access'' is unblocked for MailStore administrators in the [[Compliance General|compliance settings]].  
  
 
== User Access to the Archive ==
 
== User Access to the Archive ==

Revision as of 17:07, 24 November 2016

Install MailStore Server

If you have not already downloaded the free 30-day trial version, please download it from www.mailstore.com and start the installer by double-clicking the setup file.

This is a typical Microsoft Windows installer package. Thus, simply follow the on-screen prompts till you are asked to install a license.

Hint: Due to low system requirements, MailStore Server can be installed on a normal workstation computer for testing. Tests with a larger number of users should be done in an environment that follows our System Requirements.

A test installation can be converted to a full version by just replacing the activation key. Also can it be moved to another computer at any time.

Install Trial License

Setup003.png

After the program files have been copied by the installation program, you are required to type in a product key. You now have the choice of installing either the trial license you were emailed after downloading the free trial version or a license you have purchased.


Complete the Installation

Setup004.png

At the end of the installation, select whether MailStore should automatically configure the Windows firewall, and search for updates regularly.

Help us to improve MailStore by enabling the option Submission of anonymous usage data, whereby you help us to even better understand how our software is being used.


Logging on as Administrator

Gsta login 01.png
  • The logon credentials (username/password: admin) required for a newly-installed MailStore Server show up automatically in the login window.
  • Click OK to log on.


Changing the Password

LoginChangePassword001.png

After you have logged in, you are required to change the admin user's password.

Enter the new password into the New Password and Repeat Password fields, and clicking OK afterwards.

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 MDaemon, Kerio Connect and IceWarp mail servers. By means of the generic Application Integration, user can also be synchronized with your own backend.

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 Archives > 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.

Hint: Some archiving profiles provide a Synchronize with directory service before archiving option, which can be used to ensure that MailStore synchronizes users and their properties regularly.

Option 2: Create Users Manually

QuickStart users.png

To create users manually, proceed as follows:

  • Click Administrative Tools > Users and Archives > 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.

Note: If you are logged on as the MailStore Administrator while setting up the archiving profile, you can also specify the user archive in which the emails are stored. If you are logged on as a regular user, this is always your own user archive. Please notice that in case you are archiving emails into the archive of another user, you will not be able to access these email, unless the Archive Access is unblocked for MailStore administrators in the compliance settings.

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.

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.