Difference between revisions of "Template:Archiving Exchange Journal Mailbox"

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Please proceed as follows:
 
Please proceed as follows:
  
* Start MailStore Client on the computer that is to execute the archiving task regularly and according to a schedule. This can be the MailStore server machine or any user computer. Log on as administrator.
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* Log on to MailStore Client as MailStore administrator.
 
* Click on ''Archive Email''.
 
* Click on ''Archive Email''.
* From the list in the upper area of the window, select ''Microsoft Exchange'' to create a new archiving profile.
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* From the ''Email Servers'' list in the ''Create Profile'' area of the window, select ''Microsoft Exchange'' to create a new archiving profile.
 
* A wizard opens to assist in specifying the archiving settings.
 
* A wizard opens to assist in specifying the archiving settings.
*:[[File:Xchg_jour_mailstore_00.png|center|350px]]
 
 
* Select ''In- and Outbound Email Automatically''.
 
* Select ''In- and Outbound Email Automatically''.
* In order to be able to archive emails immediately upon sending and receiving, some MailStore users along with their email addresses have to exist in the MailStore user management. If this is not the case, MailStore will offer at this point to set up and execute the Active Directory Synchronization. Once completed, the wizard will resume. If Active Directory Synchronization is not desired, the process can be canceled. In this case, users have to be created manually as described in chapter User Management. Once finished, click on Archive Email and then on Microsoft Exchange.
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*: {{#if:{{{DSLink|}}}|{{Archiving_Multiple_or_Multidrop_Note|from a journal mailbox|{{{DSLink}}}}}|{{Archiving_Multiple_or_Multidrop_Note|from a journal mailbox}}}}
*:[[File:Xchg_jour_mailstore_01.png|center|350px]]
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{{#ifeq: {{{1|Exchange}}}|Office 365|*: [[File:Office365_jour_mailstore_01.png|center|347px]]
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* Under ''Access via'', select the protocol to be used to access the email server that hosts the journal mailbox. If this is an Exchange server, ''HTTPS'' should be used whenever possible.
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*: '''Please note:''' Depending on the protocol chosen, there is the option to ''Ignore SSL  Warnings''. Generally, these warnings appear if an unofficial or self-signed certificate is used on the server.
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* Under ''Host'', enter the name of the email server that hosts the journal mailbox.
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* Under ''User Name'' and ''Password'' enter the credentials for the journal mailbox.
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* If the journal mailbox is an Exchange mailbox that you want to access through ''HTTP/HTTPS'' with credentials that are not those of the mailbox owner, you have to specify the primary email address of the journal mailbox in the field ''Mailbox (opt.)''.
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|*:[[File:Xchg_jour_mailstore_01.png|center|350px]]
 
* Under ''Access via'', select the protocol to be used to access the Exchange server. Whenever possible, ''HTTPS'' should be used.
 
* Under ''Access via'', select the protocol to be used to access the Exchange server. Whenever possible, ''HTTPS'' should be used.
*: '''Please note:''' Depending on the protocol chosen, there is the option to ''Ignore SSL  Warnings''. Generally, these warnings appear if an unofficial or selfsigned certificate is used on the server.
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*: '''Please note:''' Depending on the protocol chosen, there is the option to ''Ignore SSL  Warnings''. Generally, these warnings appear if an unofficial or self-signed certificate is used on the server.
* Under ''Host'', enter the name of the Exchange server.
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* Under ''Host'' enter the name of the Exchange server.
*:  '''Please note:''' If it is a externally hosted mailboxes you are about to archive and do not know the host name, you can find it out by using the [[Media:ExchangeAutodiscover.zip|MailStore Exchange Autodiscover Tool]].
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* Under ''User Name'' and ''Password'' enter the credentials for the Exchange journal mailbox.
* Under ''User Name'' and ''Password'', enter the access data of a user who has access to the Exchange Journal mailbox (i.e. the user that has been created when setting up the Journal mailbox).
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* If you want to access the journal mailbox through ''HTTP/HTTPS'' with credentials that are not those of the mailbox owner, you have to specify the primary email address of the journal mailbox in the field ''Mailbox (opt.)''.}}
* As long as the user's email address matches that of the user's Windows login name, the field ''Mailbox'' (opt.) can be left blank. Otherwise, the user's email address has to be entered here.
 
* ''Synchronize with Active Directory before archiving <small>(recommended):</small>'' If this option is selected, the MailStore user list will be synchronized with Active Directory before any archiving process is executed. This has the advantage that, for example, new employees will be created as MailStore users before archiving, so once the archiving process is executed, their Exchange mailbox is archived automatically as well.
 
* Select the option ''Delete them in origin mailbox'' only if Exchange Journaling has been tested sufficiently. Even without this setting, MailStore will not archive any duplicate emails.
 
 
* Click on ''Test'' to verify that MailStore can access the mailbox.
 
* Click on ''Test'' to verify that MailStore can access the mailbox.
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* '''Synchronize with Directory Services before archiving'''<br/>If this option 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. This option is recommended if you want to have the journal archiving job run automatically.
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* '''Messages with unknown e-mail addresses'''<br/> In this section you can configure whether to archive messages that contain only email addresses which do not belong to any MailStore user. By default, such emails will be archived into a ''catchall'' folder but you can select another folder through the ''Ellipsis (…)''.<br/>Alternatively, you can opt not to archive these emails at all.
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* '''When e-mails are successfully archived'''<br/>Enabling the option ''Delete them in origin mailbox'' will delete emails automatically in the journal mailbox after they have been archived successfully by MailStore. The option has no effect whatsoever on the emails in the users' mailboxes.
 
* Click on ''Next'' to continue.
 
* Click on ''Next'' to continue.
*:[[File:Xchg_jour_mailstore_02.png|center|350px]]
 
 
* A ''Timeout'' value can be specified. Change this value only in case of definite need (e.g. with very slow servers).  
 
* A ''Timeout'' value can be specified. Change this value only in case of definite need (e.g. with very slow servers).  
 
* Click on ''Next'' to continue.
 
* Click on ''Next'' to continue.
* At the last step, a ''name for the archiving profile'' can be specified. After clicking Finish, the archiving profile will be listed under ''Saved Profiles'' and can be run immediately, if desired.
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* In the last, step a name for the archiving profile can be specified. After clicking ''Finish'', the archiving profile will be listed under ''Saved Profiles'' and can be run immediately or automatically, if desired.
More information on how to execute archiving profiles can be found under the topic [[Email Archiving with MailStore Basics]]
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<noinclude>
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[[de:Vorlage:Archivierung Exchange Journal-Postfach archivieren]]
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[[en:Template:Archiving Exchange Journal Mailbox]]
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</noinclude>

Latest revision as of 18:31, 11 December 2019

Please proceed as follows:

  • Log on to MailStore Client as MailStore administrator.
  • Click on Archive Email.
  • From the Email Servers list in the Create Profile area of the window, select Microsoft Exchange to create a new archiving profile.
  • A wizard opens to assist in specifying the archiving settings.
  • Select In- and Outbound Email Automatically.
    Please note: To be able to archive from a journal mailbox, MailStore Server users along with their email addresses must exist in the MailStore Server user management. If this is not the case, MailStore Server will offer to set up and run the directory synchronization at this point. Once completed, the wizard will resume.
    Alternatively, you can cancel the wizard and create users manually as described the in chapter User Management.
    Xchg jour mailstore 01.png
  • Under Access via, select the protocol to be used to access the Exchange server. Whenever possible, HTTPS should be used.
    Please note: Depending on the protocol chosen, there is the option to Ignore SSL Warnings. Generally, these warnings appear if an unofficial or self-signed certificate is used on the server.
  • Under Host enter the name of the Exchange server.
  • Under User Name and Password enter the credentials for the Exchange journal mailbox.
  • If you want to access the journal mailbox through HTTP/HTTPS with credentials that are not those of the mailbox owner, you have to specify the primary email address of the journal mailbox in the field Mailbox (opt.).
  • Click on Test to verify that MailStore can access the mailbox.
  • Synchronize with Directory Services before archiving
    If this option 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. This option is recommended if you want to have the journal archiving job run automatically.
  • Messages with unknown e-mail addresses
    In this section you can configure whether to archive messages that contain only email addresses which do not belong to any MailStore user. By default, such emails will be archived into a catchall folder but you can select another folder through the Ellipsis (…).
    Alternatively, you can opt not to archive these emails at all.
  • When e-mails are successfully archived
    Enabling the option Delete them in origin mailbox will delete emails automatically in the journal mailbox after they have been archived successfully by MailStore. The option has no effect whatsoever on the emails in the users' mailboxes.
  • Click on Next to continue.
  • A Timeout value can be specified. Change this value only in case of definite need (e.g. with very slow servers).
  • Click on Next to continue.
  • In the last, step a name for the archiving profile can be specified. After clicking Finish, the archiving profile will be listed under Saved Profiles and can be run immediately or automatically, if desired.
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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.