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Archive Manager for Exchange 8.6 - Administration Guide

Introduction About the Administration Center Tools, Options and Settings Manager view Status view Archive view Post Processing Advanced Search Appendix

Repairing shortcuts

Usage:

·when some shortcuts are not working properly in Outlook

·when general shortcut settings on Tools/Options/Archive settings/Shortcut tab were changed and these new settings must be applied to all shortcuts of a group, mailbox or folder

To repair shortcuts for a group/mailbox/folder:

1.In the Archive view click on the Mailbox tab.

2.Right-click the group/mailbox/folder in the left pane of the window and select Repair shortcuts option in the context menu.

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Archive Wizard

Archive wizard accessible from the mailbox context menu on the Mailbox tab is a powerful tool for manual archiving. Administrator can archive several mailboxes at once and apply archiving filters regarding:

·message type

·mailbox folders

To archive mailbox(es) with predefined settings:

1.In the Archive view click on the Mailbox tab.

2.Select one of the mailboxes in the left pane. You may use the Look for combo box for that purpose.

3.Right-click the mailbox and select Archive wizard from the context menu.

4.The Archive messages wizard opens. Use the Add button to add more mailboxes for which you want to archive messages. Click Next.

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5.In the following dialog you can set filters regarding message classes and folders.

a.To archive all messages select Archive all messages switcher.

If you want to archive only certain message classes, select the Filter messages switcher and click the Filter button. In the pop-up message filter select to archive:

·All supported message classes (as set in Tools/Options/Message classes)

·Selected message classes and check those message classes which you want to archive.

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NOTE: The selected message classes must be set as supported message classes in View > Manager > Settings > Message classes. If they are not supported or excluded, they will not be archived.

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b.To archive all folders select Archive all folders switcher.

If you want to archive messages only from certain mailbox folders, select the Filter folders switcher and click the respective Filter button. Specify your settings in the pop-up message filter. Click Selected folders switcher to choose folders to be archived:

·Include mail folders – all mail folders (Inbox, Sent Items, Drafts etc.) in the mailbox will be archived, including user defined mail folders

·Include non mail folders – all non mail folders will be archived (e.g. Tasks, Calendar etc.)

·And you can select also specific folders under Default folders

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Example: In the above figure we have selected Include mail folders checkbox and the Calendar checkbox. As a result, all mail folders (Inbox, Sent Items etc.) of the given mailbox will be archived and Calendar folder will be archived, too.

6.Then select the retention category which you want to use for archiving. Click Next.

7.In the Summary window click Start. When the process finishes, click Finish.

Restore Wizard – How to restore only certain type of items

Restore wizard accessible from the mailbox context menu on the Mailbox tab significantly extends restoring options. Administrator can decide to restore:

·filtered mailbox items that are filtered by type of item (e.g. calendar items, tasks etc.) or by receive date.

·lost items of several mailboxes at once (see the next section Restore Wizard – How to restore lost items for several mailboxes).

To restore filtered mailbox items:

1.In the Archive view click on the Mailboxes tab.

2.Find one of the mailboxes in the left pane. You may use the Look for combo box for that purpose.

3.Right-click the mailbox and select Restore wizard from the context menu.

4.The Restore mailbox wizard opens. Choose the Restore items filtered and click Next.

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5.In the Settings window click Add button to add also other mailboxes.

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6.The Select mailbox window opens. Enter the mailbox name in the upper text field or double-click all mailboxes from the list. Selected mailboxes will appear in the Selected objects field. Finish by clicking OK.

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7.Back in the Settings window all selected mailboxes will be displayed in the Selected mailboxes list. If you select Delete document after restore checkbox, restored messages will be marked for deletion in the archive. Now click the Filter message class button to choose the message classes to restore.

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8.The message filter pops-up. Select the message classes which you want to restore for the chosen mailboxes and click OK.

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9.You can also filter messages by date when they were received or modified. To do so check the Filter by date checkbox. Then opt for Receive date or Modification date and click Change filter. Then in the pop-up window specify after/before/between option in the Date down-drop box. Finally enter the date and click Apply.

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10.In the Summary window click Finish. When the processing has finished, you can check the result of processing. Next to every processed folder you can see the number of all folder items/number of items processed/number of errors, e.g. "Folder Inbox processed 125/19/0”. If no items satisfy the entered criteria, no summary is displayed. Click Close.

Restore Wizard – How to restore lost items for several mailboxes

Users may have deleted the shortcut of an archived item simply by pressing the SHIFT key along with the Delete key on the keyboard or by clicking on the Delete icon on the Outlook toolbar.

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NOTE: (not by clicking on the Delete archived messages icon and selecting Delete from archive option, which is an Archive Manager Outlook AddIn feature). In such cases those archived items are lost for the user. They cannot be reached by the user, but they still reside in the HSM store at least until their retention time expires. They can be recovered manually by the administrator only on the Archive tab and lost items from several mailboxes can be restored at once on the Mailboxes tab. (Such lost items have a blue icon on the Archive tab.

To restore all lost items for several mailboxes:

1.In the Archive view click on the Mailboxes tab.

2.Find one of the mailboxes in the left pane. You may use the Look for combo box for that purpose.

3.Right-click the mailbox and select Wizard from the context menu.

4.The Mailbox wizard opens. Choose the Restore lost items option and click Next.

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5.In the Settings window click the Add button to add also other mailboxes for which you want to restore lost items.

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6.The Select mailbox window opens. Enter the mailbox name in the upper text field or double-click all mailboxes form the list. Selected mailboxes will appear in the Selected objects filed. Finish by clicking OK.

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7.Back in the Settings window all selected mailboxes will be displayed in the Selected mailboxes list. Now choose one of the following options:

a.Mark the document as deleted after restore checkbox – lost item(s) will be restores and displayed in the user’s mailbox as non-archived; all versions of the lost item(s) will be marked for deletion in the archive

b.Create shortcut checkbox – shortcut of the item(s) will be displayed in the user’s mailbox and all versions will be accessible

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8.Maybe you do not want to restore all lost items in the selected mailboxes. Click Filter to set a filter for restoring. It is a search based filter. You can filter by sender, subject and also other parameters.

Specify your filter parameters and click Start search button in the Search based filter window. Click Apply if you want to restore the found item.

If you have finished, click Next.

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9.In the Summary window read the summary. Click Evaluation, if you want to display the number of lost items to be processed. Then click Finish.

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