Enterprise Vault™ Setting up Exchange Server Archiving

Last Published:
Product(s): Enterprise Vault (12.3)
  1. About this guide
    1.  
      Introducing this guide
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Distributing Exchange Server Forms
    1. About distributing the Microsoft Exchange forms when setting up Exchange Server archiving
      1.  
        Use of Personal Forms Libraries when setting up Exchange Server archiving
      2. About using the Organizational Forms Library when setting up Exchange Server archiving
        1.  
          Creating Organizational Forms folders when setting up Exchange Server archiving
        2.  
          Installing the Microsoft Exchange forms when setting up Exchange Server archiving
        3.  
          Updating desktop policies to change the deployment method when setting up Exchange Server archiving
    2.  
      What next?
  3. Setting up archiving from mailboxes
    1. Points to note before you set up Enterprise Vault mailbox archiving
      1.  
        Use of vault store groups, vault stores, and partitions with Exchange Server mailbox archiving
      2. Using Exchange Server database availability groups
        1.  
          Exchange mailbox archiving and database failovers with Exchange Server mailbox archiving
    2. Defining Exchange Server mailbox archiving policies
      1. Mailbox policy settings when setting up Exchange Server archiving
        1.  
          General tab (Exchange Server archiving mailbox policy setting)
        2.  
          Archiving Rules tab (Exchange Server archiving mailbox policy setting)
        3.  
          Archiving Actions tab (Exchange Server archiving mailbox policy setting)
        4.  
          Shortcut Content tab (Exchange Server archiving mailbox policy setting)
        5.  
          Message Classes tab (Exchange Server archiving mailbox policy setting)
        6.  
          Shortcut Deletion tab (Exchange Server archiving mailbox policy setting)
        7.  
          Indexing tab (Exchange Server archiving mailbox policy setting)
        8.  
          Advanced tab (Exchange Server archiving mailbox policy setting)
        9.  
          Targets tab (Exchange Server archiving mailbox policy setting)
    3. Defining desktop policies in Exchange Server archiving
      1. Desktop policy settings in Exchange Server archiving
        1.  
          General tab (Exchange Server archiving desktop policy setting)
        2. Options tab (Exchange Server archiving desktop policy setting)
          1.  
            Feature settings in Options tab for desktop policy in Exchange Server archiving
          2.  
            Outlook Behavior settings in Options tab for desktop policy in Exchange Server archiving
        3.  
          Web Applications tab (Exchange Server archiving desktop policy setting)
        4.  
          Vault Cache tab (Exchange Server archiving desktop policy setting)
        5. Advanced tab (Exchange Server archiving desktop policy setting)
          1.  
            Changing the default method for deploying Exchange forms in Advanced tab for desktop policy in Exchange Server archiving
        6.  
          Targets tab (Exchange Server archiving desktop policy setting)
    4. Adding Exchange Server archiving targets
      1.  
        Adding an Exchange server domain for archiving
      2.  
        Adding an Exchange Server for archiving
      3. Adding a Provisioning Group for Exchange Server archiving
        1.  
          Ordering Provisioning Groups for Exchange Server archiving
    5.  
      Adding an Exchange Provisioning task for Exchange Server archiving
    6.  
      Adding an Exchange Mailbox archiving task
    7.  
      Reviewing the default settings for the Enterprise Vault site
    8. Using customized shortcuts with Exchange Server archiving
      1.  
        Layout of ShortcutText.txt for customized shortcuts with Exchange Server archiving
    9. About editing automatic messages for Exchange Server archiving
      1.  
        Editing the Welcome message for Exchange Server archiving
      2.  
        Editing Archive Usage Limit messages for Exchange Server archiving
    10.  
      Starting the Task Controller service and archiving task when setting up Exchange Server archiving
    11. Enabling mailboxes for Exchange Server archiving
      1.  
        Creating shared archives for Exchange Server archiving
    12.  
      Installing the Outlook Add-In on a server for Exchange Server archiving
    13.  
      Overriding PSTDisableGrow
    14.  
      Users' tasks for Exchange Server mailbox archiving
  4. Setting up users' desktops
    1.  
      About setting up users' desktops for Exchange Server archiving
    2. Enterprise Vault Outlook Add-In for Exchange Server archiving
      1. Enabling Windows Desktop Search plug-in for Exchange Server archiving
        1.  
          Command line activation of Windows Desktop Search plug-in for Exchange Server archiving
      2.  
        Publishing the Outlook Add-In in Active Directory for Exchange Server archiving
      3. Setting up manual installation of the Outlook Add-In
        1.  
          Managing FilesInUse dialog boxes in a manual upgrade or an uninstall of the Outlook Add-In
    3. Enterprise Vault Client for Mac OS X with Exchange Server archiving
      1.  
        Setting up Kerberos authentication for the Enterprise Vault Client for Mac OS X
    4.  
      Forcing Outlook to synchronize forms when using Exchange Server archiving
    5. Getting users started with Exchange Server archiving
      1.  
        Configuring Windows Search for Exchange Server archiving
    6.  
      What next?
  5. Setting up Vault Cache and Virtual Vault
    1.  
      About Vault Cache and Virtual Vault
    2.  
      Vault Cache content strategy
    3. Vault Cache synchronization
      1. Vault Cache header synchronization and content download
        1.  
          Vault Cache header synchronization
        2.  
          Vault Cache content download
      2.  
        Vault Cache and Virtual Vault status
      3.  
        Vault Cache initial synchronization
      4.  
        Control of concurrent content download requests by Vault Cache
      5.  
        Enterprise Vault server cache location when using Vault Cache
      6.  
        Retention category changes when using Virtual Vault
    4.  
      Preemptive caching when using Vault Cache
    5.  
      The Vault Cache wizard
    6.  
      Setting up Vault Cache and Virtual Vault
    7. Vault Cache advanced settings
      1.  
        Download item age limit (Exchange Vault Cache setting)
      2.  
        Lock for download item age limit (Exchange Vault Cache setting)
      3.  
        Manual archive inserts (Exchange Vault Cache setting)
      4.  
        Offline store required (Exchange Vault Cache setting)
      5.  
        Pause interval (Exchange Vault Cache setting)
      6.  
        Per item sleep (Exchange Vault Cache setting)
      7.  
        Preemptive archiving in advance (Exchange Vault Cache setting)
      8.  
        Root folder (Exchange Vault Cache setting)
      9.  
        Root folder search path (Exchange Vault Cache setting)
      10.  
        Show Setup Wizard (Exchange Vault Cache setting)
      11.  
        Synchronize archive types (Exchange Vault Cache setting)
      12.  
        WDS search auto-enable (Exchange Vault Cache setting)
    8. Virtual Vault advanced settings
      1.  
        Max archive requests per synchronization (Exchange Virtual Vault setting)
      2.  
        Max attempts to archive an item (Exchange Virtual Vault setting)
      3.  
        Max data archived per synchronization (Exchange Virtual Vault setting)
      4.  
        Max delete requests per synchronization (Exchange Virtual Vault setting)
      5.  
        Max item size to archive (Exchange Virtual Vault setting)
      6.  
        Max item updates per synchronization (Exchange Virtual Vault setting)
      7.  
        Max total size of contentless operations (Exchange Virtual Vault setting)
      8.  
        Max total size of items to archive (Exchange Virtual Vault setting)
      9.  
        Show content in Reading Pane (Exchange Virtual Vault setting)
      10.  
        Threshold number of items to trigger synchronization (Exchange Virtual Vault setting)
      11.  
        Threshold total size of items to trigger synchronization (Exchange Virtual Vault setting)
      12.  
        Users can archive items (Exchange Virtual Vault setting)
      13.  
        Users can copy items to another store (Exchange Virtual Vault setting)
      14.  
        Users can copy items within their archive (Exchange Virtual Vault setting)
      15.  
        Users can hard delete items (Exchange Virtual Vault setting)
      16.  
        Users can reorganize items (Exchange Virtual Vault setting)
  6. Setting up archiving from public folders
    1.  
      About archiving from public folders
    2.  
      Note on vault store and partition when setting up archiving from public folders
    3.  
      Creating a public folder archive
    4.  
      Adding a Public Folder task
    5. About public folder policy settings
      1. Exchange Public Folder policy settings
        1.  
          General tab (Exchange Public Folder policy setting)
        2.  
          Archiving Rules tab (Exchange Public Folder policy setting)
        3.  
          Archiving Actions tab (Exchange Public Folder policy setting)
        4.  
          Shortcuts tab (Exchange Public Folder policy setting)
        5.  
          Message Classes tab (Exchange Public Folder policy setting)
        6.  
          Advanced tab (Exchange Public Folder policy setting)
        7.  
          Targets tab (Exchange Public Folder policy setting)
        8.  
          Shortcut Deletion tab (Exchange Public Folder policy setting)
    6. Adding public folder archiving targets
      1.  
        Manual (standard) method of adding public folder archiving targets
      2.  
        Automatic method of adding public folder archiving targets
    7.  
      Applying archiving settings to public folders
    8.  
      Scheduling the Public Folder task
    9.  
      Note on removing Public Folder targets
  7. Setting up archiving of journaled messages
    1.  
      Before you start setting up archiving of journaled messages
    2.  
      Vault store group, vault store, and partition when archiving journaled messages
    3.  
      Creating a journal archive
    4.  
      Adding permissions to the journal archive
    5.  
      Adding an Exchange Journaling task
    6.  
      Reviewing the journaling policy settings
    7.  
      Adding an Exchange Server journal mailbox as a target
    8.  
      Starting the Journaling task
    9.  
      What to do after setting up archiving of journaled messages
  8. Envelope Journaling
    1.  
      About Enterprise Vault and Exchange Server journal reports
  9. Setting up Enterprise Vault Office Mail App for Exchange Server 2013 and later
    1.  
      About Microsoft Office Mail App
    2. About the Enterprise Vault Office Mail App
      1.  
        Enterprise Vault Office Mail App features
    3.  
      Enterprise Vault Office Mail App policy settings and options
    4.  
      Initial configuration of HTTPS for use of the Enterprise Vault Office Mail App
    5. Deploying the Enterprise Vault Office Mail App
      1.  
        About the PowerShell cmdlets for Office Mail Apps
      2.  
        About deploying the Office Mail App with the New-App cmdlet
      3.  
        About New-App command parameters for the Enterprise Vault Office Mail App
      4.  
        Deploying the Enterprise Vault Office Mail App for an individual user
      5.  
        Deploying the Enterprise Vault Office Mail App for multiple users
      6.  
        About the Enterprise Vault Office Mail App after deployment for an individual user
      7.  
        Deploying the Enterprise Vault Office Mail App for an organization
      8.  
        About the Enterprise Vault Office Mail App after deployment for an organization
      9.  
        Mailbox synchronization after upgrade to enable use of the Office Mail App
    6.  
      Additional requirements on Enterprise Vault Office Mail App users' computers
    7.  
      Disabling and re-enabling the Enterprise Vault Office Mail App for a device type
    8.  
      Removing, disabling, and re-enabling the Enterprise Vault Office Mail App for a user or an organization
    9. Troubleshooting the Enterprise Vault Office Mail App
      1.  
        Enterprise Vault Office Mail App: client tracing
      2.  
        Enterprise Vault Office Mail App: server tracing
      3.  
        Checking deployment of the Enterprise Vault Office Mail App
      4.  
        The Enterprise Vault Office Mail App manifest file is not created
      5.  
        Unable to deploy the Enterprise Vault Office Mail App at organization level
      6.  
        The Enterprise Vault Office Mail App window is blank or contains an error message
      7.  
        An Enterprise Vault Office Mail App action fails with an error message
  10. Setting up Enterprise Vault access for OWA clients on Exchange Server 2010
    1. About Enterprise Vault functionality in OWA clients
      1.  
        About OWA forms-based authentication for Enterprise Vault
    2. Enterprise Vault OWA Extensions in an Exchange Server 2010 environment
      1.  
        Clustered OWA configurations
    3.  
      Steps to configure Enterprise Vault access for OWA users
    4.  
      Configuring Enterprise Vault for anonymous connections from Exchange 2010 CAS servers
    5.  
      Creating the ExchangeServers.txt file
    6.  
      Configuring the Data Access account
    7.  
      Restart the Admin Service and synchronize mailboxes for OWA configuration
    8.  
      Configuring Enterprise Vault Exchange Desktop Policy for OWA
    9.  
      Installing Enterprise Vault OWA 2010 Extensions
    10.  
      Additional configuration steps for Exchange Server 2010 CAS proxying for use with OWA
  11. Configuring access to Enterprise Vault from Outlook RPC over HTTP clients
    1. About Outlook RPC over HTTP and Outlook Anywhere configurations
      1.  
        About Exchange Server Outlook Anywhere configurations
      2.  
        About Enterprise Vault proxy server configurations for access to Outlook RPC over HTTP clients
    2. Configuring Outlook Anywhere client access to Enterprise Vault
      1.  
        Required tasks for configuring Outlook Anywhere access to Enterprise Vault
    3. Setting up an Enterprise Vault proxy server to manage connections from Outlook Anywhere clients
      1.  
        Configuring the Enterprise Vault proxy server to manage connections from Outlook Anywhere clients
      2.  
        Configuring Enterprise Vault servers for anonymous connections from the Enterprise Vault proxy server
    4.  
      Configuring RPC over HTTP settings in Enterprise Vault Exchange Desktop policy
  12. Using firewall software for external access to OWA and Outlook
    1.  
      About configuring Threat Management Gateway 2010 for Outlook 2013 and OWA 2013
    2.  
      Configuring ISA Server 2006 for OWA 2010 access to Enterprise Vault
    3.  
      About configuring ISA Server 2006 for Outlook Anywhere client access to Enterprise Vault
  13. Configuring filtering
    1. About filtering
      1.  
        About journal filters with Envelope Journaling
    2. Configuring selective journaling
      1.  
        Creating the selective journaling rules file
      2.  
        Selective journaling filter rules
      3.  
        Adding selective journaling registry settings
      4.  
        Managing invalid distribution lists with selective journaling
    3. Configuring group journaling
      1.  
        Creating the group journaling rules file
      2.  
        Group journaling filter rules
      3.  
        Adding group journaling registry settings
      4.  
        Testing the group journaling settings
    4. Configuring custom filtering
      1.  
        About custom filtering in distributed Enterprise Vault environments
      2.  
        Configuring registry settings for Exchange Server journal custom filtering
      3.  
        Configuring registry settings for Exchange Server mailbox custom filtering
      4.  
        Configuring registry settings for Exchange Server public folder custom filtering
      5. About custom filtering ruleset files
        1.  
          About the default filter rules file for custom filtering
        2.  
          About named ruleset files for individual Exchange Server mailboxes
        3.  
          About the named ruleset file for public folders
      6. About controlling default custom filtering behavior
        1.  
          Setting IGNORENODEFAULT registry entry for custom filtering
        2.  
          Summary of default behavior for custom filtering
      7. About the general format of ruleset files for custom filtering
        1.  
          About validating XML ruleset files for custom filtering
      8. About rule actions for custom filtering
        1.  
          Assigning a retention category for custom filtering
        2.  
          Specifying an archive for custom filtering
        3.  
          About the Deleted Attachments.txt file for custom filtering
      9. About message attribute filters for custom filtering
        1.  
          Message author and recipients filters for custom filtering
        2.  
          About distribution lists in attribute values with custom filtering
        3.  
          About creating complex filters using the INCLUDES and ALLOWOTHERS operators
        4.  
          Message direction filters for custom filtering
        5.  
          About defining which addresses are internal with custom filtering
        6.  
          Message subject filters for custom filtering
        7.  
          About MAPI named property filters for custom filtering
      10.  
        Attachment attribute filters for custom filtering
      11.  
        How message and attachment filters are applied for custom filtering
      12.  
        Example ruleset file for custom filtering
      13.  
        Configuring custom properties and content categories
      14. About the general format of Custom Properties.xml
        1.  
          About validating Custom Properties.xml
      15.  
        Defining additional MAPI properties in custom properties
      16. About content categories
        1.  
          About assigning content categories in rules when configuring custom properties
        2.  
          Overriding default content category settings
      17. Defining how custom properties are presented in third party applications
        1.  
          Displaying custom properties in an example search application
      18.  
        Summary of custom property elements and attributes
      19. Custom properties example
        1.  
          Example ruleset file for configuring custom properties
        2.  
          Example custom properties file
        3.  
          Testing the example custom filter for configuring custom properties
        4.  
          DTrace log entries for the example custom filter when configuring custom properties

About custom filtering ruleset files

Custom filter rules and actions are defined in XML ruleset files. Each ruleset file contains one or more rules with associated actions.

Each rule contains the following:

  • A set of one or more attribute filters for evaluating each item that the archiving task processes. The order of attribute filters in a rule is not significant, all the attribute filters are evaluated.

  • An action to be applied to an item that matches all the attribute filters in the rule. Examples of actions are applying a particular retention category or storing the item in a specified archive. More than one action can be applied to matching items.

Although the order of the attribute filters in a rule is not significant, the order of the rules in the ruleset file is significant. The rules are evaluated in the order in which they appear in the file. The action associated with the first matching rule is applied to the item, and no further rules are evaluated for that item. If none of the rules match the item, the default action is to archive the item.

An item may be a message or an attachment. If a message has an attachment, the message is evaluated first, and then the attachment is evaluated.

By default items that do not match any rules are archived by the mailbox archiving task or the journal archiving task. If you want to archive only items that match a rule, you can create a catch-all rule as the last rule in the ruleset file. Assign the action "MARK_DO_NOT_ARCHIVE" to this last rule.

While developing and testing your filter, we strongly advise that you assign the action "MARK_DO_NOT_ARCHIVE" to your rules. Check that the rules are applied exactly as you expect before changing them to the actions that you want to use in your production environment.

All ruleset files must be available in the folder Custom Filter Rules in the main Enterprise Vault folder (for example C:\Program Files (x86)\Enterprise Vault) on the computer hosting the archiving tasks that are enabled for custom filtering.

After Enterprise Vault has been installed, this folder contains the following XML files:

  • Example Filter Rules.xml - This provides examples of filter rules.

  • ruleset schema.xdr - This contains the XML schema for validating the XML ruleset files.

  • Example Custom Properties.xml - This provides example entries for the custom properties.xml file.

  • customproperties.xsd - This contains the XML schema for validating the custom properties XML file.

When you create ruleset files or modify existing ruleset files, you must restart the associated archiving tasks before the changes take effect. In a distributed environment, you must copy the updated file to each computer with tasks enabled for custom filtering, and then restart the associated tasks on each computer.

Note:

If you create rules to match names that contain special characters, you must save the XML ruleset files with Unicode encoding.

More Information

About the general format of Custom Properties.xml