Enterprise Vault™ Setting up Exchange Server Archiving
- About this guide
- Distributing Exchange Server Forms
- Setting up archiving from mailboxes
- Points to note before you set up Enterprise Vault mailbox archiving
- Defining Exchange Server mailbox archiving policies
- Mailbox policy settings when setting up Exchange Server archiving
- General tab (Exchange Server archiving mailbox policy setting)
- Archiving Rules tab (Exchange Server archiving mailbox policy setting)
- Archiving Actions tab (Exchange Server archiving mailbox policy setting)
- Shortcut Content tab (Exchange Server archiving mailbox policy setting)
- Message Classes tab (Exchange Server archiving mailbox policy setting)
- Shortcut Deletion tab (Exchange Server archiving mailbox policy setting)
- Indexing tab (Exchange Server archiving mailbox policy setting)
- Advanced tab (Exchange Server archiving mailbox policy setting)
- Targets tab (Exchange Server archiving mailbox policy setting)
- Mailbox policy settings when setting up Exchange Server archiving
- Defining desktop policies in Exchange Server archiving
- Desktop policy settings in Exchange Server archiving
- General tab (Exchange Server archiving desktop policy setting)
- Options tab (Exchange Server archiving desktop policy setting)
- Web Applications tab (Exchange Server archiving desktop policy setting)
- Vault Cache tab (Exchange Server archiving desktop policy setting)
- Advanced tab (Exchange Server archiving desktop policy setting)
- Targets tab (Exchange Server archiving desktop policy setting)
- Desktop policy settings in Exchange Server archiving
- Adding Exchange Server archiving targets
- Adding an Exchange Provisioning task for Exchange Server archiving
- Adding an Exchange Mailbox archiving task
- Reviewing the default settings for the Enterprise Vault site
- Using customized shortcuts with Exchange Server archiving
- About editing automatic messages for Exchange Server archiving
- Starting the Task Controller service and archiving task when setting up Exchange Server archiving
- Enabling mailboxes for Exchange Server archiving
- Installing the Outlook Add-In on a server for Exchange Server archiving
- Overriding PSTDisableGrow
- Users' tasks for Exchange Server mailbox archiving
- Setting up users' desktops
- About setting up users' desktops for Exchange Server archiving
- Enterprise Vault Outlook Add-In for Exchange Server archiving
- Enterprise Vault Client for Mac OS X with Exchange Server archiving
- Forcing Outlook to synchronize forms when using Exchange Server archiving
- Getting users started with Exchange Server archiving
- What next?
- Setting up Vault Cache and Virtual Vault
- About Vault Cache and Virtual Vault
- Vault Cache content strategy
- Vault Cache synchronization
- Vault Cache header synchronization and content download
- Vault Cache and Virtual Vault status
- Vault Cache initial synchronization
- Control of concurrent content download requests by Vault Cache
- Enterprise Vault server cache location when using Vault Cache
- Retention category changes when using Virtual Vault
- Preemptive caching when using Vault Cache
- The Vault Cache wizard
- Setting up Vault Cache and Virtual Vault
- Vault Cache advanced settings
- Download item age limit (Exchange Vault Cache setting)
- Lock for download item age limit (Exchange Vault Cache setting)
- Manual archive inserts (Exchange Vault Cache setting)
- Offline store required (Exchange Vault Cache setting)
- Pause interval (Exchange Vault Cache setting)
- Per item sleep (Exchange Vault Cache setting)
- Preemptive archiving in advance (Exchange Vault Cache setting)
- Root folder (Exchange Vault Cache setting)
- Root folder search path (Exchange Vault Cache setting)
- Show Setup Wizard (Exchange Vault Cache setting)
- Synchronize archive types (Exchange Vault Cache setting)
- WDS search auto-enable (Exchange Vault Cache setting)
- Virtual Vault advanced settings
- Max archive requests per synchronization (Exchange Virtual Vault setting)
- Max attempts to archive an item (Exchange Virtual Vault setting)
- Max data archived per synchronization (Exchange Virtual Vault setting)
- Max delete requests per synchronization (Exchange Virtual Vault setting)
- Max item size to archive (Exchange Virtual Vault setting)
- Max item updates per synchronization (Exchange Virtual Vault setting)
- Max total size of contentless operations (Exchange Virtual Vault setting)
- Max total size of items to archive (Exchange Virtual Vault setting)
- Show content in Reading Pane (Exchange Virtual Vault setting)
- Threshold number of items to trigger synchronization (Exchange Virtual Vault setting)
- Threshold total size of items to trigger synchronization (Exchange Virtual Vault setting)
- Users can archive items (Exchange Virtual Vault setting)
- Users can copy items to another store (Exchange Virtual Vault setting)
- Users can copy items within their archive (Exchange Virtual Vault setting)
- Users can hard delete items (Exchange Virtual Vault setting)
- Users can reorganize items (Exchange Virtual Vault setting)
- Setting up archiving from public folders
- About archiving from public folders
- Note on vault store and partition when setting up archiving from public folders
- Creating a public folder archive
- Adding a Public Folder task
- About public folder policy settings
- Exchange Public Folder policy settings
- General tab (Exchange Public Folder policy setting)
- Archiving Rules tab (Exchange Public Folder policy setting)
- Archiving Actions tab (Exchange Public Folder policy setting)
- Shortcuts tab (Exchange Public Folder policy setting)
- Message Classes tab (Exchange Public Folder policy setting)
- Advanced tab (Exchange Public Folder policy setting)
- Targets tab (Exchange Public Folder policy setting)
- Shortcut Deletion tab (Exchange Public Folder policy setting)
- Exchange Public Folder policy settings
- Adding public folder archiving targets
- Applying archiving settings to public folders
- Scheduling the Public Folder task
- Note on removing Public Folder targets
- Setting up archiving of journaled messages
- Before you start setting up archiving of journaled messages
- Vault store group, vault store, and partition when archiving journaled messages
- Creating a journal archive
- Adding permissions to the journal archive
- Adding an Exchange Journaling task
- Reviewing the journaling policy settings
- Adding an Exchange Server journal mailbox as a target
- Starting the Journaling task
- What to do after setting up archiving of journaled messages
- Envelope Journaling
- Setting up Enterprise Vault Office Mail App for Exchange Server 2013 and later
- About Microsoft Office Mail App
- About the Enterprise Vault Office Mail App
- Enterprise Vault Office Mail App policy settings and options
- Initial configuration of HTTPS for use of the Enterprise Vault Office Mail App
- Deploying the Enterprise Vault Office Mail App
- About the PowerShell cmdlets for Office Mail Apps
- About deploying the Office Mail App with the New-App cmdlet
- About New-App command parameters for the Enterprise Vault Office Mail App
- Deploying the Enterprise Vault Office Mail App for an individual user
- Deploying the Enterprise Vault Office Mail App for multiple users
- About the Enterprise Vault Office Mail App after deployment for an individual user
- Deploying the Enterprise Vault Office Mail App for an organization
- About the Enterprise Vault Office Mail App after deployment for an organization
- Mailbox synchronization after upgrade to enable use of the Office Mail App
- Additional requirements on Enterprise Vault Office Mail App users' computers
- Disabling and re-enabling the Enterprise Vault Office Mail App for a device type
- Removing, disabling, and re-enabling the Enterprise Vault Office Mail App for a user or an organization
- Troubleshooting the Enterprise Vault Office Mail App
- Enterprise Vault Office Mail App: client tracing
- Enterprise Vault Office Mail App: server tracing
- Checking deployment of the Enterprise Vault Office Mail App
- The Enterprise Vault Office Mail App manifest file is not created
- Unable to deploy the Enterprise Vault Office Mail App at organization level
- The Enterprise Vault Office Mail App window is blank or contains an error message
- An Enterprise Vault Office Mail App action fails with an error message
- Setting up Enterprise Vault access for OWA clients on Exchange Server 2010
- About Enterprise Vault functionality in OWA clients
- Enterprise Vault OWA Extensions in an Exchange Server 2010 environment
- Steps to configure Enterprise Vault access for OWA users
- Configuring Enterprise Vault for anonymous connections from Exchange 2010 CAS servers
- Creating the ExchangeServers.txt file
- Configuring the Data Access account
- Restart the Admin Service and synchronize mailboxes for OWA configuration
- Configuring Enterprise Vault Exchange Desktop Policy for OWA
- Installing Enterprise Vault OWA 2010 Extensions
- Additional configuration steps for Exchange Server 2010 CAS proxying for use with OWA
- Configuring access to Enterprise Vault from Outlook RPC over HTTP clients
- Using firewall software for external access to OWA and Outlook
- Configuring filtering
- About filtering
- Configuring selective journaling
- Configuring group journaling
- Configuring custom filtering
- About custom filtering in distributed Enterprise Vault environments
- Configuring registry settings for Exchange Server journal custom filtering
- Configuring registry settings for Exchange Server mailbox custom filtering
- Configuring registry settings for Exchange Server public folder custom filtering
- About custom filtering ruleset files
- About controlling default custom filtering behavior
- About the general format of ruleset files for custom filtering
- About rule actions for custom filtering
- About message attribute filters for custom filtering
- Message author and recipients filters for custom filtering
- About distribution lists in attribute values with custom filtering
- About creating complex filters using the INCLUDES and ALLOWOTHERS operators
- Message direction filters for custom filtering
- About defining which addresses are internal with custom filtering
- Message subject filters for custom filtering
- About MAPI named property filters for custom filtering
- Attachment attribute filters for custom filtering
- How message and attachment filters are applied for custom filtering
- Example ruleset file for custom filtering
- Configuring custom properties and content categories
- About the general format of Custom Properties.xml
- Defining additional MAPI properties in custom properties
- About content categories
- Defining how custom properties are presented in third party applications
- Summary of custom property elements and attributes
- Custom properties example
Defining how custom properties are presented in third party applications
The presentation section of the file, <PRESENTATION>, defines how available content categories and custom properties are presented to external applications, such as a proprietary archive search engine.
Separating the presentation of properties from the underlying property definitions enables flexible mapping of custom property details onto a user interface. This also facilitates the support of multiple languages.
Entries in the presentation section define the following:
Custom properties available for displaying by the named application
How properties are to be grouped and displayed in the application
Content categories available to the application
How each content category should be displayed in the application
Presentation information can be defined for each application that will require access to custom properties in archived items.
Here is an example of a presentation section (partially completed) that shows how to define how custom properties are displayed in a web search application:
<!-- 3. DEFINITION OF PRESENTATION PROPERTIES AVAILABLE -->
<PRESENTATION>
<APPLICATION NAME="engsearch.asp" LOCALE="1033">
<FIELDGROUPS>
<FIELDGROUP LABEL="Case Properties">
<FIELD TAG="CaseAuthor" LABEL="Author" CATEGORY="Litigation">
</FIELD>
<FIELD TAG="CaseStatus" LABEL="Status" CATEGORY="Litigation">
</FIELD>
</FIELDGROUP>
<FIELDGROUP LABEL="Client Properties">
<FIELD TAG="Client" LABEL="Client Name" CATEGORY="ClientAction">
</FIELD>
<FIELD TAG="Topic" LABEL="Message Topic" CATEGORY="ClientAction">
</FIELD>
</FIELDGROUP>
</FIELDGROUPS>
<AVAILABLECATEGORIES>
<AVAILABLECATEGORY CONTENTCATEGORY="Litigation" LABEL="Litigation">
</AVAILABLECATEGORY>
<AVAILABLECATEGORY CONTENTCATEGORY="ClientAction" LABEL="Client Action">
</AVAILABLECATEGORY>
</AVAILABLECATEGORIES>
</APPLICATION>
<APPLICATION NAME="jpnsearch.asp" LOCALE="1041">
<FIELDGROUPS>
<FIELDGROUP LABEL="...">
<FIELD TAG="CaseAuthor" LABEL="..." CATEGORY="Litigation"></FIELD>
<FIELD TAG="CaseStatus" LABEL="..." CATEGORY="Litigation"></FIELD>
</FIELDGROUP>
<FIELDGROUP LABEL="...">
<FIELD TAG="Client" LABEL="..." CATEGORY="ClientAction"></FIELD>
<FIELD TAG="Topic" LABEL="..." CATEGORY="ClientAction">
</FIELD>
</FIELDGROUP>
</FIELDGROUPS>
<AVAILABLECATEGORIES>
<AVAILABLECATEGORY CONTENTCATEGORY="Litigation" LABEL="...">
</AVAILABLECATEGORY>
<AVAILABLECATEGORY CONTENTCATEGORY="ClientAction" LABEL="...">
</AVAILABLECATEGORY>
</AVAILABLECATEGORIES>
</APPLICATION>
</PRESENTATION>The example shows entries for two versions of an application - the US English (locale "1033") version, and a Japanese (locale "1041") version. In this particular case, the same elements and attributes have been specified for both versions, but the LABEL values for the second version (omitted in the example) would be in Japanese.
Note the following:
The properties available to each application are grouped using the <APPLICATION> element.
The NAME attribute identifies the application.
The value of the LOCALE attribute is defined by the calling application. It is assumed here that the application uses the standard Microsoft Locale ID for the language that the application will use: 1033 represents US English. The second application in the example, jpnsearch.asp, also uses the Microsoft Locale ID; 1041 represents Japanese.
In the application search page, custom properties are displayed in groups defined by their content category; that is, when a particular content category is selected, the custom properties with that content category are displayed.
Note the following:
The <FIELDGROUPS> element is used to define all the groups of custom properties to be displayed.
Each group is defined in a <FIELDGROUP> element. The LABEL attribute gives the title that will be displayed in the application for the group of properties. The value of the LABEL attribute must be unique in the application.
<FIELD> elements define each property to be displayed in the group.
The value of the TAG attribute identifies the property to be displayed. The value specified here must match the associated TAG value of the property in the <CUSTOMPROPERTIES> section of the file.
The value of the CATEGORY attribute identifies the content category with which this property is to be associated. When the user selects this content category in the search criteria, a box for this property could be displayed. The value specified for CATEGORY must match the associated NAME for the content category in the content category section of the file. Also, CATEGORY must be one defined in the <AVAILABLECATEGORIES> element.
TAG must be unique in the <FIELDGROUP> and the TAG/CATEGORY combination must be unique within the <APPLICATION> element.
LABEL defines the name that you want displayed in the user interface for the custom property.
<AVAILABLECATEGORIES> groups the content categories that are to be available for selection in the application. Each content category is defined using the <AVAILABLECATEGORY> element; the value of the CONTENTCATEGORY attribute must match the name of the content category specified in the content category section of the file. The LABEL attribute defines the name you want displayed for the content category in the user interface.