Archive Manager for Exchange 8.6 - ArchiveWeb Guide

More actions

In the preview pane the user can tag, lock or export archived items. All these and other actions are accessible through the More actions menu.

Some or all of the following option are available depending on your user permissions.

·Download as MSG file - download the selected email in MSG format (not available when multiple items are selected).

·Download as EML file - download the selected email in EML format (not available when multiple items are selected).

·Restore - restore the whole archived item to the current shortcut location in the mailbox (the item in the archive is not changed in any way).

·Restore to - restore the whole archived item to any folder accessible in your ArchiveWeb, i.e. to any folder where something has been already archived.

·Export to ZIP - compress and export the selected email(s) and define a password for the zip file.

·Export to PST - available when multiple items are selected.

·Add tags / Remove tags -  tag your items. You can use exisitng tags or create new ones from the pop-up dialog.

·Lock document / Unlock document - manage document locks (for more information see the Legal hold – lock documents topic).

·Mark for deletion - marks the given item(s) for deletion in the archive, i.e. when the retention time elapses, the item(s) will be completely deleted from the archive. Until then they stay unchanged. To display only items marked for deletion, click the deleted category above the list view.

·Extend retention time - increase the time for which the item cannot be deleted from the archive. Setting shorter retention than the actual retention is not supported. After the specified period (in months) the item can be deleted manually or by a Delete job if such is scheduled in the Archive Manager Administration Center. For more information about creating a retention change request see the GDPR chapter.

Legal hold – lock documents

For audit purposes found documents and emails can be locked by the user. When the item is locked, it remains in the state in which it was locked, i.e. it cannot be deleted, edited etc. simply it cannot be changed in the system.

To lock emails: Locate the emails under the Exchange Archive node and select them. Click the Lock icon in the column to open the menu.

From the dropdown menu select Lock document. Locked documents will be displayed with a lock icon ():

·yellow lock icon – item locked by the logged on user

·grey lock icon – item locked by another user in shared folder

NOTE: Unlock documents by selecting Unlock document from the More actions menu.

NOTE: To display only locked items in the given folder, click the LOCKED tab above the list view.

Public Folders

Under the Exchange / Public Folders node one can find archived items from all accessible Public Folders. Unfold the node down to the public folder by clicking the arrow sign. Archived items of the selected public folder will be displayed in the main pane.

Managing and handling the Public folders items is the same as described for mailbox items (see the previous section).

Search

ArchiveWeb offers two types of search capabilities:

Keyword search - this type of search uses keywords to search through archived emails and files. If you have installed Archive Manager for Exchange and Archive Manager for Files on the same server, you can use the keyword search capability to search for archived items across both products at the same time.

Advanced Search - this type of search uses an expanded set of search criteria with product-specific search capabilities. If you have installed Archive Manager for Exchange and Archive Manager for Files on the same server, you can use the advanced search to search for archived items in one product at a time.

Requirements

1.Archive Manager Search must be installed. This is installed by default during an Express installation or you can choose to install it using Advanced installation. For more information see the Metalogix Archive Manager for Exchange Advanced Installation Guide.

2.A Post-processing plugin must be configured using the Archive Manager Configuration tool. The plugin indexes the recipient property of emails that allows you to use the To field in your search criteria. For more information see Post-processing.

3.Optical Character Recognition (OCR) search is an optional feature that can also be activated through the Archive Manager Configuration tool.

4.Requisite Roles and Permissions must be granted to users who can use the search feature.

In this chapter:

·Keyword Search

·Advanced Search

·Search Results

·Search History

·Search Templates