Archive Manager for Exchange 8.9 - ArchiveWeb Guide

List view

With advanced list view functionality provided with every ArchiveWeb list view you can easily search even in huge lists of emails and adjust the list to your specific needs. A list can be:

·sorted by any column – click the little arrow in the column header

·grouped by any column – drag the column to the bar just above the list

·filtered – click to create/modify the filter

For more details see List view conventions

The following information are included directly in the list:

·From column – sender of the message

·To column - recipient(s) of the message

·Subject - email subject

·Received - receive date

·Retention - archive retention (in months)

·Attachment status () – checked if email contains attachment(s)

·Lock status () – yellow lock icon if the user locked the email in their own mailbox; grey lock icon if the user locked the email in some shared mailbox

·Tagged status () – checked if the email is tagged

·Commented status () – checked if there are comments associated with the email

List columns can be managed (show/hide) in the Columns section of the user profile (click <UserName> / Manage settings / Profile / Settings).

When you select the email in the list, its properties (importance, versioning, attachments) and email body are displayed under the list view in the preview pane. Preview is available only for some file types, e.g. for. By clicking the attachments, they can be opened or downloaded.

In the Preview pane, it is possible to add comments to emails. Simply scroll down in the Preview pane. Click plus sign next to the Comments heading. Enter a note in the provided text box and click Yes. The comment with creation details is displayed under the Comments heading. Should the number next to the heading indicate some comments but none is visible, click the show/hide double-arrow () to the right (see the screenshot below). The comments will be displayed.

NOTE: Not all Exchange Archive tab functions may be available for the logged-on user. The functions must be allowed for the user. For more information see the Roles and Permissions sections.

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).