Archive Manager for Exchange 8.9 - Administration Guide

Notification settings

This feature has been designed to notify the users, preferably administrators, about circumstances leading in some cases to critical situations. Depending on the type of confidence level, alert messages (notification) will be sent to recipients added onto the Notification settings tab.

You may specify which user will be sending notifications. Simply right-click the Notification settings node in the left pane and in the context menu click Notification settings.

In the Notification Settings window specify the SMTP server (Port and use of SSL as appropriate) and the Sender (User and password are optional). When you are done, click Apply and then OK. The sender you have specified will be sending alert notifications. These settings will be displayed in the right pane.

Once the sender is defined,  follow the steps below to configure several notification tasks:

1.Right-click the Notification settings node and select Add Notification Task.

2.In the Task Settings window define the Task name and Recipients e-mail. Several recipients  must be separated by semicolon (;).

It is possible to Send test mail by clicking the link.

3.Then click the Scheduler tab where sending notification can be scheduled.

4.On the Reports Types tab specify the reports:

a)License Usage
The Report contains the licensed mailboxes, mailboxes in use and the maintenance information. If the customer is over the license limit or the maintenance is expired, this information will be displayed in red font in the email.

b)Usage Statistics
If you activate the checkbox Exclude deleted/deactivated user accounts then deactivated user accounts will be excluded from the report.

c)Archive Statistics

For example:

a.The scheduler is set up to 8 PM, and the interval is one day. You intend to have a statistic for the last 24 hours. So you will generate the statistic for the last 24 hours beginning at 8 PM

b.The scheduler is setup up to 8 PM, and the interval is 4 hours. You intend to have a statistic for the last 4 hours. So you will generate the statistic for the last 4 hours (statistic between 4 PM until 8 PM). The next job run is at 12 PM. So you will generate the statistic for the last 4 hours (statistic between 8 PM until 12 PM)

c.The scheduler is setup for 6 PM, and the interval is one week. You intend to have a statistic for the last 7 days. So you will generate the statistic for the last 7 days by hours. The next job run is at 6 PM one week later.

5.Individual tasks can be Deactivated, Deleted or Changed by right-clicking the task name under the Notification settings node.

Public folders tab

From the Public folders tab you can set your the criteria for automated archiving of emails in the public folders. Public folders are archived in the same way as groups are archived.

To display public folders, click on the Public folders tab in Manager view. Then expand the tree structure in the left pane.

Select any public folder to view the properties in the right-hand pane.

Setting criteria for archiving a public folder

When you have decided to archive the content of a public folder, you must specify the criteria according to which emails of that folder will be archived. You may do that through the properties of the folder in question.

There are two ways of setting the criteria for archiving a public folder:

·Right-click the folder and select Properties in the context menu to open the Properties window, or

·Select the folder and then click the Properties icon on the toolbar. The Properties window for the folder opens.

General tab

Lets you You can also specify the period after which messages will be archived and a limit-value for the files.

To activate archiving for a public folder:

1.Allow to archive this public folder - select this option to activate archiving for public folders. This option must be activated to allow public folders to be archived with jobs.

2.Retention category - select a retention category which will be used for archiving the public folder. It allows you to archive the public folder with a specific retention category. This retention category can be different from the one assigned to a job that will be in charge of the public folder. (The relevant job is specified on the scheduler tab.) must you select the Use job settings option, the retention category of the job will be used.

3.Archive files older than (days) - enter a number, specifying after how many days you want messages to be archived.

4.Archive files bigger than - specify the minimum size of the messages to be archived. You must also select the size type from the dropdown list to qualify size either in B (Bytes), KB (Kilobytes), or MB (Megabytes).

5.Apply these settings recursively - select thi option If you want the subfolders to be archived as well, select theIf you want the subfolders to be archived as well.

EXAMPLE: On the figure below we want to archive all messages older than 10 days and exceeding 100KB (also applied to subfolders). Further, the retention category of the job will be used and all settings will be applied recursively to subgroups.

6.Click Apply, the respective public folders are now activated for archiving. In the next step you must specify a job that would be used for automated archiving. You will do that on the Scheduler tab.

Scheduler tab

Automated archiving is done via jobs that must be specified beforehand on the Archive Manager for Exchange/Jobs tab. So if no jobs have been defined yet, do so first (See "How to create a job”). Once jobs have been defined on the Jobs tab, you may select the relevant one.

To assign a job to the public folder:

1.In the Selected job dropdown list and select a job, for instance 9 pm archiving. As soon as you select a job, the Schedule interval (in days), Scheduling starts at, as well as Job status text boxes are automatically filled in with that job’s settings.

EXAMPLE: In the following figure we have selected a job called 9 pm archiving. Messages will be archived daily at 21:00 as of October 23, 2021. The status of that job is Scheduled, which means that the job has not been put on hold and will run at the specified time.

2.Click Apply.

Classes tab

Here you can specify the types of email items contained in the respective public folder to be archived/excluded from archiving by default.

To retain default setting:

1.Select the option as described below:

Use default settings - select this option to retain default message classes settings. All other classes will be deactivated.

To select message classes:

1.Clear the Use default settings checkbox.

2.Click the dropdown next to the Add button to open the dropdown menu. Select the item and then click Add. Message classes archived by default are listed in the Message classes list box. They include IPM.Note (email), IPM.Post (Note in Outlook), IPM.Document (OLE-documents). You can remove any of them from that box and thus exclude them from archiving. Similarly, you can add additional classes and have them archived. The respective item will be added to the list in the Message classes list-box.

3.Click Apply to confirm.

Script tab

You may want to modify the script for a public folder, simply to define further conditions.

To display the first script, click Generate. It will be subsequently displayed in the text box below. Now you may modify it to your needs. When you are done, click Apply and then OK to confirm.

Activating public folder archiving

To activate the archiving option for a public folder:

1.In Manager view click on the Public folders tab.

2.In the left pane select the public folder, right-click it and then, in the context menu, click Properties to open its Properties window.

3.In the Properties window on the General tab select the Allow to archive this public folder checkbox.

4.Click Apply and then OK to confirm. The archiving option is now activated for the folder. Now you are ready to assign a job that would do the archiving.