Please enter search query.
Search <book_title>...
Enterprise Vault™ Setting up Exchange Server Archiving
Last Published:
2020-11-13
Product(s):
Enterprise Vault (14.0)
- 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
DTrace log entries for the example custom filter when configuring custom properties
This section gives examples of the lines in the DTrace log. The lines that are included show the archiving task loading the custom filter, evaluating the appointment item, and applying the rule actions.
In the DTrace log, lines similar to the following show that the example custom filter has loaded successfully.
1167927 06:23:38.027 [6860] (ArchiveTask) <17472>
EV~I Event ID: 45329 External Filter 'EnterpriseVault.CustomFilter'
initialising... |
1167950 06:23:38.308 [6860] (ArchiveTask) <17472> EV-M
{CustomPropertiesDefinition} Loading Custom Properties from file:
\C:\PROGRAM FILES (X86)\ENTERPRISE VAULT\Custom Filter Rules\
Custom Properties.xml
1167951 06:23:38.308 [6860] (ArchiveTask) <17472> EV-L
{CustomPropertiesDefinition} Loading Custom Property definitions...
1167952 06:23:38.324 [6860] (ArchiveTask) <17472> EV-L
{CustomPropertiesDefinition} Adding property MSGCLASS [namespace=]
1167953 06:23:38.324 [6860] (ArchiveTask) <17472> EV-L
{CustomPropertiesDefinition} Adding content categories...
1167954 06:23:38.324 [6860] (ArchiveTask) <17472> EV-L
{CustomPropertiesDefinition} Adding category MsgClassTest
1167955 06:23:38.324 [6860] (ArchiveTask) <17472> EV-L
{CustomPropertiesDefinition} Default Category = MsgClassTest
1167956 06:23:38.339 [6860] (ArchiveTask) <17472> EV-L
{CustomPropertiesDefinition} Adding presentation applications...
1167957 06:23:38.339 [6860] (ArchiveTask) <17472> EV-L
{CustomPropertiesDefinition} Adding application search.asp
(Locale='1033')
1167958 06:23:38.339 [6860] (ArchiveTask) <17472> EV:M
[CustomXMLFilter] Setting DEFAULT Content Category to [MsgClassTest]
1167959 06:23:38.339 [6860] (ArchiveTask) <17472> EV:M
Adding External Filter 'EnterpriseVault.CustomFilter' to the list
for processing|
1167960 06:23:38.339 [6860] (ArchiveTask) <17472> EV:M
Successfully added External Filter 'EnterpriseVault.CustomFilter'|
Calling Initialize
1167961 06:23:38.339 [6860] (ArchiveTask) <17472> EV:M
[CustomXMLFilter] Custom Filter initialized on thread.
1167962 06:23:38.339 [6860] (ArchiveTask) <17472> EV:M
CEVFilterController::CreateFilterObject() (Exit) |Success [0] |
1167963 06:23:38.339 [6860] (ArchiveTask) <17472> EV:M
CEVFilterController::InitializeFiltersFromRegistry - MoveOnFilterFailure
RegKey: [0x00000000]
1167964 06:23:38.339 [6860] (ArchiveTask) <17472> EV:M
CEVFilterController::InitializeFiltersFromRegistry() (Exit) |Success [0] |
1167965 06:23:38.339 [6860] (ArchiveTask) <17472> EV:M
Successfully enabled external filtering
Lines similar to the following show the appointment is evaluated using the example filter rule, and matches:
1171158 06:23:49.996 [6860] (ArchiveTask) <17472> EV:H [CustomXMLFilter] Custom Filter processing message 'test appointment' 1171159 06:23:49.996 [6860] (ArchiveTask) <17472> EV:L ... 1171161 06:23:49.996 [6860] (ArchiveTask) <17472> EV:H [CustomRules][CRuleSet] Getting rule data... ... 1171164 06:23:50.058 [6860] (ArchiveTask) <17472> EV:H [CustomXMLFilter] New RuleDataXML is now '<?xml version="1.0" encoding="UTF-16"?> <RULE_DATA><DATATYPE NAME="NAMEDPROPERTIES"> <DATA NAME="TAG"><VALUE>MSGCLASS</VALUE> </DATA></DATATYPE> </RULE_DATA>' 1171165 06:23:50.058 [6860] (ArchiveTask) <17472> EV:L [CustomXMLFilter] GetMessageNamedProperties - XML RULE Data =' <?xml version="1.0" encoding="UTF-16"?><RULE_DATA><DATATYPE NAME= "NAMEDPROPERTIES"><DATA NAME="TAG"><VALUE>MSGCLASS</VALUE></DATA> </DATATYPE></RULE_DATA>' ... 1171167 06:23:50.058 [6860] (ArchiveTask) <17472> EV:L [CustomXMLFilter] GetMessageNamedProperties - Getting Tag = 'MSGCLASS' from custom properties ... 1171169 06:23:50.058 [6860] (ArchiveTask) <17472> EV:M CEVFilterController::get_MessageClass - Returning 'Original Message Class' = IPm.Appointment 1171170 06:23:50.058 [6860] (ArchiveTask) <17472> EV:L [CustomXMLFilter] Custom tag 'MSGCLASS' and name '0x001A', set to IPm.Appointment 1171171 06:23:50.058 [6860] (ArchiveTask) <17472> EV:L [CustomXMLFilter] Adding property 'PR_MESSAGE_CLASS (0x001a)' to Items XML. [tag='MSGCLASS', value= 'IPm.Appointment'] 1171172 06:23:50.058 [6860] (ArchiveTask) <17472> EV:L [CustomRules][CRule] Evaluating item against MBX DIFF_RET_CAT rule... 1171173 06:23:50.058 [6860] (ArchiveTask) <17472> EV:L [CustomRules][CNamedPropClause] testing against ANY of 1 NamedProps 1171174 06:23:50.058 [6860] (ArchiveTask) <17472> EV:L [CustomRules][CNamedPropClause] : ipm.appointment MATCHED ipm.appointment 1171175 06:23:50.058 [6860] (ArchiveTask) <17472> EV:L [CustomRules][CNamedPropClause] match with test ''ipm.appointment'' 1171176 06:23:50.058 [6860] (ArchiveTask) <17472> EV:L [CustomRules][CNamedPropClause] Named prop clause: MSGCLASS MATCHED ANY PROP Values 1171177 06:23:50.058 [6860] (ArchiveTask) <17472> EV:L [CustomRules][CRule] Finished evaluating item against MBX DIFF_RET_CAT rule; matches
Lines similar to the following show the example filter rule actions are applied to the test message:
1171179 06:23:50.058 [6860] (ArchiveTask) <17472> EV:M [CustomXMLFilter] Reading MBX DIFF_RET_CAT rule properties... ... 1171181 06:23:50.074 [6860] (ArchiveTask) <17472> EV:M [CustomXMLFilter] Setting recognised ACTION to [1] 1171182 06:23:50.074 [6860] (ArchiveTask) <17472> EV:M [CustomXMLFilter] Setting message content category to [MsgClassTest] ... 1171184 06:23:50.074 [6860] (ArchiveTask) <17472> EV:M CEVFilterController::get_MessageClass - Returning 'Original Message Class' = IPm.appointment ... 1171187 06:23:50.074 [6860] (ArchiveTask) <17472> EV:L [CustomXMLFilter] Adding property 'PR_MESSAGE_CLASS (0x001a)' to index property set 'MsgClassTest' [tag='MSGCLASS', value='IPm.appointment'] 1171188 06:23:50.074 [6860] (ArchiveTask) <17472> EV:M [CustomXMLFilter] Setting retention category to [167A06CB31E01744F8500E3D54FC80BEC1b10000evsite] 1171189 06:23:50.074 [6860] (ArchiveTask) <17472> EV:M Returning IndexedPropertiesSet = <?xml version="1.0" encoding="UTF-16"?>|<ARCHIVED_ITEM xmlns:o="urn:kvsplc-com: archived_item" version="1.0"><MSG><PROPSETLIST><PROPSET NAME="MsgClassTest" SEARCH="y" RESULTS="y"><PROP NAME="MSGCLASS"> <VALUE>IPm.appointment</VALUE></PROP></PROPSET> </PROPSETLIST></MSG></ARCHIVED_ITEM>| 1171190 06:23:50.074 [6860] (ArchiveTask) <17472> EV:M Returning Create Shortcut = TRUE 1171191 06:23:50.074 [6860] (ArchiveTask) <17472> EV:M Returning Delete Original = TRUE 1171192 06:23:50.074 [6860] (ArchiveTask) <17472> EV:M Returning Vault Id = 1E5850B2EA77101459FCD56CBC4D3A5871110000evsite 1171193 06:23:50.074 [6860] (ArchiveTask) <17472> EV:M Returning Retention Category = 167A06CB31E01744F8500E3D54FC80BEC 1b10000evsite 1171194 06:23:50.074 [6860] (ArchiveTask) <17472> EV:M Returning Action = 1 1171195 06:23:50.074 [6860] (ArchiveTask) <17472> EV:L CEVFilterController::FilteringCompleted() (Entry) | 1171196 06:23:50.074 [6860] (ArchiveTask) <17472> EV:M CEVFilterController::FilteringCompleted() (Exit) |Success [0] | ... 1171200 06:23:50.089 [6860] (ArchiveTask) <17472> EV:M EF: Item will be archived|Mailbox: /o=EV Training/ ou=First Administrative Group/cn=Recipients/cn=VSA|Folder: Calendar| Message: test appointment 1171201 06:23:50.089 [6860] (ArchiveTask) <17472> EV:L CArchivingAgent::ExternalFiltering() (Exit) |Success [0] | 1171202 06:23:50.089 [6860] (ArchiveTask) <17472> EV:M CArchivingAgent::ProcessItemInternal - After call to ExternalFiltering. RetentionCategory[167A06CB31E01744F8500E3D54FC80BEC1b10000evsite] ArchiveId[1E5850B2EA77101459FCD56CBC4D3A5871110000evsite] ContainingArchiveId[1DF2DFF131A9AFB4EB0B493648330C02B1110000evsite] IndexedPropertiesSet[<?xml version="1.0" encoding="UTF-16"?>| <ARCHIVED_ITEM xmlns:o="urn:kvsplc-com:archived_item" version="1.0"> <MSG><PROPSETLIST><PROPSET NAME="MsgClassTest" SEARCH="y" RESULTS="y"> <PROP NAME="MSGCLASS"><VALUE>IPm.appointment</VALUE> </PROP></PROPSET></PROPSETLIST></MSG></ARCHIVED_ITEM>|] MessageModified[FALSE] RetryCount[0] [0x00000000]