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Archive Manager for Exchange 8.7 - Administration Guide

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

Archive view

Archive view has been designed for shortcut repairing, for manual archiving/restoring (Mailboxes and Public folders tabs) and for browsing purposes. Even restoring of lost items is possible in this view (Archive and Mailboxes tabs).

There are four tabs – Mailboxes, Archive, Public Folders and Public folders Archive tabs.

Mailboxes tab

This tab is used for:

·Manual archiving/restoring of an item/folder/mailbox

·Repairing shortcuts

·Archiving only certain type of messages or mailbox folders(via Archive wizard)

·Restoring only certain type of messages (via Restore wizard)

·Lost items restoring on a mailbox level (via Restore wizard)

·Manual creating of shortcuts for archived items with "delay shortcut” settings

Before archiving with Archive Manager for Exchange

Before archiving with Archive Manager for Exchange all users and groups whose mailboxes you plan to archive must be synchronized with Archive Manager for Exchange Server (see "Installation Guide for Archive Manager for Microsoft Exchange”). Keep in mind that archiving cannot be applied to emails received by mailboxes that were not synchronized with the Archive Manager Server.

The synchronization process can be automated, i.e. the synchronization can be scheduled in the Archive Manager for Exchange\Tools\Address Book Manager and can run in the background (see "Installation Guide for Archive Manage for Microsoft Exchange”).

When mailboxes are synchronized with Archive Manager Server you may start archiving with Archive Manager for Exchange.

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NOTE: The archiving services are configured to run automatically (service type set to "Automatic” in Start\Settings\Control panel\Administrative tools\Services) and some of them are running under the super-user account. If some services are not started, it is necessary to start them manually using the included Start.bat batch file under C:Program Files (x86)\ Metalogix\MAM4Exchange\Tools. If it does not help, please review the event log entries (Start\Control panel\Administrative tools\Event viewer). The most common problem of not starting services is the incorrectly configured identity – in this case either run an update (repair) of the Archive Manager for Exchange setup or correct the service identities manually (using Start\Programs\Administrative Tools\Computer Management).

Simply display a mailbox in the left pane. Use the Look for combo box, enter the respective name and press Enter. must you enter an asterisk, a list of all groups and mailboxes will be displayed. It is possible to find the mailbox while using the Set filter button as well. Once you have displayed the mailbox folder you may start archiving/restoring emails placed in that mailbox.

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NOTE: Mailboxes have a unique identity number which is displayed in square brackets to distinguish mailboxes in the case where two mailboxes have the same display name. The unique identity helps the administrator to identify the correct mailbox.

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For archiving and restoring you may use the Archive and Restore icons on the toolbar and the context menu as well. On the following figure we have selected a non-archived email therefore the Archive icon on the toolbar is accessible. On the next figure we have selected an archived email therefore the Restore icon on the toolbar is accessible.

b-archive

 

c-restore

The right pane of the Archive view displays the content of a folder selected in the left pane of the window.

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NOTE: Only the left pane is active for switching between folders, mailboxes, and groups. The right pane has been reserved for manual email archiving/restoring.

Every item of the folder has its icon which represents the status of the item. You can open the legend for icons when you click the Show legend icon on the toolbar (a-legend-icon) or from Enterprise Manager/Archive view/Archive tab when you right-click an item in the right pane and select Show legend from the context menu. The Legend window with icon explanation appears:

d-legend

Archive wizard

Administrators can archive several mailboxes at once and apply archiving filters for message types and mailbox folders.

To archive items in multiple mailboxes:

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

2.Right-click a mailbox, group or distribution list and select Archive wizard from the context menu. The Archive messages wizard starts and the Selected mailboxes window opens.

3.The selected mailbox or mailboxes from the selected group are already listed.

4.Click the Add to open the Select mailbox list. Move selected mailboxes to the Selected Objects list. Then click OK. You can click Remove or Remove all to manage the selected mailboxes to archive.

l-awizard1

 

5.Click Next. The Select archive options window opens. You can choose to archive all message items or set filters for messages and folders:

·For message filtering

Select the options as described below:

a.Archive all messages - To archive all messages

b.Filter messages - To archive messages based on message classes.

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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.

Click Filter to open the Message filter window. Select the options as described below:

·All supported message classes  - all messages classes as defined.

·Selected message classes - select the message classes that you want to archive.

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·For folder filtering

Select the options as described below:

a.Archive all folders switcher.

b.Filter folders - To archive messages from specific folders

Click Filter to open the Message filter window. Select the options as described below:

·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.)

·Default folders - select specific default folders.

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6.Click Next. The Retention category window opens. Select a retention category from the dropdown list.

7.Click Next. The Summary window opens.

8.Click Start. When the process completes, click Finish.

Archiving items in a mailbox or folder

You can archive all items in a mailbox or folder. For archiving items in public folders, see Archiving items in public folders.

To archive all items in a mailbox or folder:

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

2.Find the mailbox or folder in the left pane. You may use the Look for combo box.

3.Right-click the mailbox or folder. From the context menu, click Archive mailbox or Archive folder.

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4.the Archive Options window opens. In the Retention category dropdown select a retention category.

5.Click Archive. The Processing result window opens. When the process completes, click OK.

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