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
Attachment attribute filters for custom filtering
To enable you to delete certain attachments before archiving messages, a rule can contain attachment attribute filters which define which attachment files to select.
The following example XML shows how you can include one or more attachment attribute filters in a rule:
<RULE NAME="rule_name" ... ATTACHMENT_ACTION="action">
[<message_attribute>... </message_attribute>]
<FILES INCLUDES="ANY|ALL|NONE">
<FILE FILENAME="filename" SIZE_GREATER_THAN_KB="integer" />
<FILE ... />
...
</FILES>
<FILES INCLUDES="ANY|ALL|NONE">
<FILE ... />
...
</FILES>
</RULE>The <FILES> tag defines an attachment filter.
If you specify an attachment action (ATTACHMENT_ACTION=), then you need to include at least one attachment filter (using the <FILES> tag). For an attachment to match a rule (and the attachment action applied), the attachment must satisfy all attachment filters specified in the rule. The order of attachment filters in a rule is not significant.
The INCLUDES= operator enables you to define how the following attribute lines are to be applied, when evaluating each attachment.
An attachment filter contains one or more <FILE> elements, that define the attributes to match. Each <FILE> element contains one or both of the following attributes:
FILENAME="filename"
<filename> is all or part of the file name to match. Wildcards can be included in the file name. You can use this attribute to filter files with specific text strings in the name or extension, for example, "*.AVI".
When selecting files using the file extension, custom filtering only evaluates the file name; it does not check the type of the file contents. If files that would normally be deleted by a filter are given a different extension, they will not be deleted by the filter.
Also, files contained in compressed files, such as .ZIP files, are not evaluated.
SIZE_GREATER_THAN_KB="integer"
This enables you to configure the filter to remove attachments over a certain size.
Where file name and size are specified in a <FILE> element, both must be satisfied for an attachment to match. For example, if an attachment is to match the following line, it must have an extension of .MP3 and be larger than 1 MB:
<FILE FILENAME="*.MP3" SIZE_GREATER_THAN_KB="1000" />
If you specify multiple <FILE> elements to use in evaluating attachment files, each one will be applied. For an attachment to match the rule, it must match each <FILE> element.
To define how the <FILE> lines are to be applied, when evaluating each attachment, use the INCLUDES= operator:
INCLUDES="ANY" means that the attachment matches if it has the attributes specified in at least one of the <FILE> lines. This is the default action if the operator is not specified.
INCLUDES="ALL" means that the attachment matches only if it has the attributes specified in all the <FILE> lines.
INCLUDES="NONE" means that the attachment matches if it does not include any of the attributes specified in the <FILE> lines.
In the following example, an attachment will match the filter if all the following are true:
The file is an MP3 file larger than 2MB
The file name includes the text, "enlarge", and the file is larger than 1 MB
The file has the extension, MPG
The file is larger than 12 MB
<FILES INCLUDES="ANY"> <FILE FILENAME="*.MP3" SIZE_GREATER_THAN_KB="2000" /> <FILE FILENAME="*enlarge*.*" SIZE_GREATER_THAN_KB="1000" /> <FILE FILENAME="*.MPG" /> <FILE SIZE_GREATER_THAN_KB="12000" /> </FILES>
The following example shows how multiple attachment filters can be used to exclude certain attachments from deletion:
<RULE NAME="Filter attachments rule" ... ATTACHMENT_ACTION="REMOVE">
[<message_attribute>... </message_attribute>]
<FILES INCLUDES="NONE">
<FILE FILENAME="signature.jpg" />
</FILES>
<FILES INCLUDES="ANY">
<FILE SIZE_GREATER_THAN_KB="5000" />
</FILES>
</RULE>With these attachment filters, attachments will be deleted if they do not have the filename, signature.jpg, and are larger than 5 MB.