Enterprise Vault™ Setting up SMTP 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. Introducing Enterprise Vault SMTP Archiving
    1. About Enterprise Vault SMTP Archiving
      1.  
        SMTP Archiving configurations
      2.  
        SMTP Archiving components
    2.  
      About SMTP Journaling
    3.  
      About SMTP Group Journaling
    4.  
      About SMTP Mailbox Journaling
    5.  
      About SMTP Archiving licensing
    6.  
      Journaling messages to Enterprise Vault from Exchange Server or Office 365
  3. Installing SMTP Archiving
    1.  
      About installing Enterprise Vault SMTP Archiving components
    2.  
      Reporting
    3.  
      Monitoring
  4. Configuring SMTP Archiving
    1.  
      Steps to configure SMTP Archiving
    2.  
      Planning your configuration
    3. Configuring the Enterprise Vault SMTP Servers in the site
      1.  
        Entering the name or IP address of connecting hosts
      2.  
        Obtaining an SSL/TLS certificate
      3.  
        Configuring message tracking for SMTP messages
    4. Adding an SMTP Archiving task and holding folder
      1.  
        About the SMTP holding folder
      2.  
        Keeping safety copies of archived messages
      3.  
        Task summary reports
    5. Configuring retention categories and retention plans
      1.  
        Managing cascading retention settings on multiple archives
      2.  
        About changing retention on SMTP Group Journaling provisioning groups
    6. Creating SMTP policies
      1. About X-Headers
        1.  
          About X-Kvs X-Headers
        2.  
          Searching archives for messages with specific X-Headers
    7. Configuring archives for SMTP messages
      1.  
        Assigning multiple archives to spread the archiving load across servers
    8.  
      Adding SMTP routing addresses
    9.  
      Checking settings for SMTP Journaling
    10.  
      Additional configuration for Compliance Accelerator
  5. Provisioning users for SMTP Group or SMTP Mailbox Journaling
    1.  
      About SMTP provisioning groups
    2.  
      Adding an SMTP Group Journaling provisioning group
    3.  
      Adding an SMTP Mailbox Journaling provisioning group
    4.  
      Changing the order of the SMTP provisioning groups
    5.  
      Deleting an SMTP provisioning group
    6.  
      Adding or deleting an SMTP Provisioning task
    7.  
      SMTP Provisioning task summary reports
    8.  
      Configuring the SMTP site setting, Selective Journal Archiving
    9.  
      Adding SMTP target addresses manually
  6. Using the SMTP dashboard
    1.  
      About the SMTP dashboard
    2.  
      Using the Summary page
    3.  
      Using the Search page
    4.  
      Using the SMTP Archiving page
  7. PowerShell cmdlets
    1.  
      About the PowerShell cmdlets for SMTP Archiving
  8. Appendix A. Configuring target address rewriting
    1.  
      About target address rewriting
    2.  
      Steps to configure target address rewriting
    3.  
      Adding SMTP target addresses
    4.  
      Adding target address aliases

Configuring archives for SMTP messages

When you create SMTP target addresses, you associate an archive with the target address. The archive can be an existing archive. Alternatively, you may want to create new archives to hold the items that are stored using SMTP Archiving.

The archive types that you can use for SMTP Journaling and SMTP Group Journaling are SMTP, Shared, Exchange Journal, or Domino Journal archives. When you create an SMTP routing address, or an SMTP Group Journaling provisioning group, Enterprise Vault prompts you to choose an existing archive, or to create a new SMTP archive.

You can assign multiple archives to an SMTP Journaling routing address, or an SMTP Group Journaling provisioning group to spread the archiving load.

See Assigning multiple archives to spread the archiving load across servers.

Note that all archives associated with the target must have the same retention settings. Enterprise Vault automatically manages retention settings on the archives that are assigned to a routing address or an SMTP Group Journaling provisioning group.

See Managing cascading retention settings on multiple archives.

User archive types that can contain folders, such as Exchange Mailbox or Internet Mail archives, can only be used for SMTP Mailbox Journaling. If you plan to add a manual target for SMTP Mailbox Journaling, the required archive must already exist. When you create an SMTP Mailbox Journaling provisioning group, Enterprise Vault prompts you to select the vault store where the Internet Mail archives are created. For users that do not have an Internet Mail archive already assigned, Enterprise Vault creates new ones in the selected vault store.

For example, say, you add 20 users to a new SMTP Mailbox Journaling provisioning group, out of which 5 users already have Internet Mail archives on VaultStore1. If you choose VaultStore2 as the vault store for the group, Enterprise Vault creates Internet Mail archives for the other users on VaultStore2. When the provisioning task runs, Enterprise Vault searches for the name of the user in Active Directory, retrieves all the SMTP addresses for that user, and checks whether the user has an Internet mail archive. If not, Enterprise Vault creates a new archive in VaultStore2 for this user.

Table: Structure of the different archive types shows which types of archives can contain a folder structure.

Table: Structure of the different archive types

Archive type

Can contain folders

Exchange Mailbox

Yes

Exchange Journal

No

Domino Journal

No

SMTP

Yes

Internet Mail

Yes

Shared

Yes

There are some types of archives, including Exchange Mailbox and Internet Mail, that you cannot create manually. For more information, refer to the "Setting up" guides.

With SMTP Group Journaling and SMTP Mailbox Journaling, a copy of a message may be stored in multiple archives.

Enterprise Vault implements single-instance storage as permitted by the vault store configuration. To enable single-instance storage across vault stores in a vault store group, the following conditions must be fulfilled:

  • The archives must be in the same vault store group.

  • Configuration on the vault store group must allow sharing within the group.

To enable single-instance storage within a vault store, the following conditions must be fulfilled:

  • The archives must be in the same vault store.

  • Configuration on the parent vault store group must allow sharing within the vault store.

In SMTP Journaling and SMTP Group Journaling, messages are stored in the Inbox of the archive, if the archive type contains folders. In SMTP Mailbox Journaling, the following rules apply:

  • All messages that contain a target address in a recipient field are stored in the Inbox of the archive.

  • If a target address is found in the Sender or From fields, the message is stored in the Sent Items folder.

  • If a target address is both the sender and recipient of a message, the message is stored in both the Inbox and the Sent Items folder.

You can use the special X-Header, X-Kvs-OriginalLocation, to change the behavior of the archiving task. This X-Header can be used to specify the archive folder in which to store the message. This X-Header is only effective if the target archive type can contain a folder structure.

Note that the SMTP Archiving task cannot synchronize archive folders with the folders in the original mailbox.

To create an SMTP archive

  1. In the left pane of the Administration Console, expand the hierarchy until Archives is visible.
  2. Expand Archives.
  3. Right-click SMTP and, on the shortcut menu, click New and then Archive.

    The New SMTP Archive wizard starts.

  4. Work through the wizard.

    You need to provide the following information:

    • The vault store in which to create the archive

    • The required Indexing service

    • The indexing level

    • A billing account

    • The retention settings to apply to the items that Enterprise Vault stores in the archive