Difference between revisions of "Users, Folders and Settings"

[unchecked revision][unchecked revision]
Line 90: Line 90:
 
== Deleting Users ==
 
== Deleting Users ==
  
Click on ''Administrative Tools'' > ''User and Privileges'' and then on ''Users''. Select the appropriate user from the list and click on ''Delete''.
+
Click on ''Administrative Tools'' > ''User and Privileges'' and then on ''Users''. Select the one or more users from the list and click on ''Delete''.
  
 
'''Deleting a user does not delete the emails that were archived for that user. The corresponding user archive, including all emails, is still available in MailStore and can be accessed by the administrator.'''
 
'''Deleting a user does not delete the emails that were archived for that user. The corresponding user archive, including all emails, is still available in MailStore and can be accessed by the administrator.'''

Revision as of 02:18, 30 April 2012

The MailStore Folder Structure

Accs folders 01.png


For each user, MailStore creates a folder on the highest level of the folder structure which corresponds to the archive of the respective user. It contains all emails that were archived for this user and is labeled My Archive.

If the user has access to the archives of other MailStore users (as MailStore administrator, for example), their folders are listed as Archive of <User Name> under the top level folder Other Archives

Below these main folders, the individual email sources (e.g. Microsoft Outlook or Exchange mailboxes) and their folder structures (e.g. Inbox) are listed.

Deleting Folders

Folders and the emails contained therein can only be deleted after the appropriate user privileges have been assigned explicitly by the administrator. If the folder to be deleted contains any subfolders, they will be deleted as well.

Moving, Renaming, and Creating Folders Manually

Within MailStore, folders can be moved, renamed or created. Regular users can only do this within their own user archive, while MailStore administrators can move and rename folders beyond the boundaries of user archives.During the archiving process, MailStore adopts the folder structure and the folder names of the source (e.g. Microsoft Outlook).

Please note that moving large archives across the borders of user archives can take some time because the emails being moved have to be gathered by the full text index of the target user.

The features New Folder..., Rename and Move to Folder... can be accessed by right-clicking on the corresponding archive folder.

If a MailStore administrator renames a user archive (Folder: Archive of <user name>) without renaming the corresponding user, an empty archive will exist with this user name until it is changed.

Deleting Emails

Highlight the emails to be deleted by clicking on the emails while holding down the control (Ctrl)key. Holding down the Ctrl key and pressing A will highlight all emails. Right-click on the highlighted item(s) and select Delete. Users are only allowed to delete emails if they have received this privilege explicitly from the MailStore administrator.

Please keep in mind that allowing users to delete emails is not recommended; assigning such privileges makes it difficult, if not impossible, to comply with legal requirements regarding the storage of emails.

Moving Emails

Highlight the emails to be moved by clicking on the emails while holding down the control (Ctrl) key. Holding down the Ctrl key and pressing A will highlight all emails. Right-click on the highlighted item(s), select Move To Folder... and select a destination folder. Alternatively, drag and drop the highlighted emails into the destination folder. Emails can only be moved within a user archive unless you are a MailStore administrator.

User Management

When emails are archived, they are always assigned to individual users (the original owners of the emails). Every MailStore user has his or her own user archive which is created automatically upon setting up the new user account. For this reason, before any emails can be archived, the appropriate user accounts have to be created first.

Options for the Setup of New User Accounts

Opening User Management

Log on to MailStore Client as administrator. Click on Administrative Tools and then on Users.

Creating a New User

Click on Create New and enter a login name for the new user. This could be a combination of first and last name, for example. Click on OK to confirm. In the next window, additional settings may be specified. Again, click on OK to confirm the new settings.

The user is added to the list of users and can be edited at any time, as described in the following section.

Please note: The emails for a new user can be archived right away, no additional settings have to be specified. However, for the user to be able to log on to MailStore Client, a password has to be created (in the case of MailStore integrated authentication).

Editing an Existing User Account

Select a user from the list and click on Properties.

Umgm users 02.png
  • In the next window, the following settings can be specified:
General Information
  • Full Name: Enter first and last name of the user.
  • Authentication: If choosing the setting MailStore-integrated, users have to use the password specified in user management when logging on to MailStore Client. Click on Password... to set the password. Users can later change their passwords through Administrative Tools in their installation of MailStore Client.

    Alternatively, the authentication Directory Services can be used. In this case, users can log on to MailStore using their directory service credential (e.g. Active Directory access data).
  • User is an Administrator: Only administrators have access to the administrative functions found in MailStore Client's Administrative Tools and in the Management Shell.
Integration
  • Windows User Name: This information is only needed if single sign-on is to be available to the user. In this case, after logging on to Windows, no additional login is required for starting MailStore Client.
  • Email Addresses: This information is only needed for the following archiving options: MailStore Proxy Server, Microsoft Exchange Journaling, and archiving multiple Exchange mailboxes synchronously.
  • POP3 User Names: This information is only needed for archiving tasks using MailStore Proxy. If the POP3 user name does not match the user's email address, the user name has to be specified here.
Privileges
Privileges are described separately in section Specifying Privileges. As long as the appropriate privileges are not set, users are not able to delete any emails from the archive (even their own).
  • Click on OK to apply the new settings.

Renaming Users

Select the user whose name you would like to change from the list of users and click on Rename. In the dialog window, enter the new user name and click OK.

Please note that the user archive must be renamed manually. The same applies to user privileges, archiving profiles, scheduled tasks, etc.

Deleting Users

Click on Administrative Tools > User and Privileges and then on Users. Select the one or more users from the list and click on Delete.

Deleting a user does not delete the emails that were archived for that user. The corresponding user archive, including all emails, is still available in MailStore and can be accessed by the administrator.

Deleting a user releases the corresponding user license (despite the remaining user archive). This license can be used to create a new user account.

Specifying Privileges

To specify the privileges for a user, click on Administrative Tools > Users and Privileges and then on Users. Select the appropriate user from the list and click on Properties.

Umgm privileges 01.png

The Following Privileges can be Assigned:

Log on to MailStore Server
Only users with this privilege can log on to MailStore Server through MailStore Client. Please note: Without this privilege, emails can still be archived for the respective user.

Change Password
Only users with this privilege can change their passwords independently in MailStore's Administrative Tools under Change Password. Users without this privilege must use the password created by the administrator in user management (relevant with MailStore-integrated authentication).

Archive Email
Only users with this privilege can execute archive profiles independently and thereby archive emails to MailStore Server. Please note: An administrator can always archive emails for the user regardless of this setting. Please keep in mind that users can archive emails only if they have write-access to their MailStore user folders. This setting can be specified under Folder Access (described below).

Unlimited - Users with this privilege can create and edit archiving profiles.
Run existing profiles only - Users with this privilege can only execute already existing archiving profiles but not create new profiles nor modify existing ones.
Manage profiles only - Users with this privilege can only modify already existing archiving profiles but not create new profiles or run existing ones.

Additional information on this can be in chapter Working with Archiving Profiles

Export Email
Only users with this privilege can export emails from MailStore. Please see chapter Exporting Email for a description of the many options MailStore offers for email export.

Unlimited - Users with this privilege can create and edit export profiles.
Run existing profiles only - Users with this privilege can only execute already existing export profiles but not create new profiles nor modify existing ones.
Manage profiles only - Users with this privilege can only modify already existing export profiles but not create new profiles or run existing ones.

Additional information on this can be in chapter Working with Export Profiles

Delete Email
Only users with this privilege can delete emails from their user archives. Please keep in mind that this privilege should only be granted with great care, because legal requirements are hard, if not impossible, to meet if users are allowed to delete their emails independently. Once deleted, emails can only be recovered by restoring a MailStore backup.

Folder Access (e.g. Access to the Emails of Other Users)

All main folders, which the current user has access to, are listed here. These folders correspond to the archives of individual MailStore users and contain all their archived emails. By default, users have only access to their own archives (to read and write, but not to delete). By clicking on Add New, the main folder of another user can be added to the list of folders accessible by the current user. Then the type of access to be permitted has to be specified.

The following options are available:

  • Full Access
  • Read
  • Write
  • Delete

From the users' perspective, the folders they have access to appear as entries in the folder structure of MailStore Client. Please refer to chapter The MailStore Folder Structure for more information.

Please keep in mind that users can archive emails independently only if they have write-access to their own folders.

Overview of all Privileges Regarding Folder Access

To view all privileges regarding folder access, click on Administrative Tools > Users and Privileges and then on Privileges.

Umgm privileges 02.png

The first column shows all user archives, the second column shows the MailStore users that have access to the respective user archive, and the third column lists the type of access privilege (e.g. Read, Write).