Message Solution Enterprise Email Archive

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support@messagesolution.comU.S. & Canada Direct 1 (408) 383-0100U.S. & Canada Toll Free 1 (888) 858-7903International 1 (510) 229-8588MessageSolution, Inc.1851 McCarthy Blvd, Suite 105Milpitas, CA 95035www.MessageSolution.comMessage Solution Enterprise Email ArchiveHosting EditionAdministrator User ManualCopyright (C) 2009 MessageSolution Inc.All Rights Reserved

1 (408) 383-0100support@messagesolution.comTable of ContentsCHAPTER 1 . 4ABOUT MESSAGESOLUTION EEA 5.6 HOSTING EDITION . 4HOW MESSAGESOLUTION EEA 5.6 HOSTING EDITION WORKS . 4CHAPTER 2 . 6INSTALLING EEA . 62.1SYSTEM REQUIREMENTS . 62.2INSTALLATION PROCEDURE . 62.2.1 Install EEA on Windows Platform . 62.3PREPARE ADS AND EXCHANGE SERVER . 72.3.1For Windows 2007 Server . 72.3.2For Windows 2003 Server . 72.4ENABLE JOURNAL MAILBOX FOR REAL-TIME ARCHIVING . 122.4.1 Journaling on Exchange Server . 132.4.2 Enabling Envelope Journaling (optional) . 15CHAPTER 3 . 17CONFIGURING EEA . 173.1 LIST COMPANY . 173.2 HOSTING ADMIN ACCOUNT . 183.3 COMPANY REPOSITORIES . 183.4 ALL ROOT REPOSITORIES . 193.5 REAL-TIME ARCHIVING. 203.6 SCHEDULE TIME SETTINGS . 233.7 ARCHIVE STATUS . 243.8 INDEX . 273.9 LICENSE . 283.10 SYSTEM STATUS . 29CHAPTER4 . 30MANAGE COMPANY SETTINGS. . 304.1BASIC SETTINGS . 304.1.1Authentication Servers . 304.1.2 Email Servers . 324.1.3 Groups . 324.1.4 User Management . 352

1 (408) 383-0100support@messagesolution.com4.1.5 Outgoing Email . 374.1.6 List Company . 374.2.ARCHIVING RULES . 384.2. 1 Scheduled Archiving . 384.2.2 Stub Mail . 404.2.3 Retention Policy . 424.2.4 Policy Manager . 434.3 SYSTEM TOOL . 444.3.1 Index . 444.3.2 Uploadlogo. 454.3.3 License . 454.4 LOG . 454.4.1 Archive History . 464.4.2 Archive Status . 464.4.3 Search log . 474.4.4 Access Log . 474.4.5 Dashboard Report . 494.4.6 Classification Chart. 503

1 (408) 383-0100support@messagesolution.comChapter 1About MessageSolutionEnterprise Email Archive (EEA) 5.6 Hosting EditionMessageSolution Enterprise Email Archive (EEA) 5.6 Hosting Edition offers a secure, easy-to-use andhigh-performance email archiving system. Based on an innovative messaging platform, EEA helpsorganizations archive business-critical email data and ensure quick online access to archived emaildata.By moving emails onto MessageSolution EEA, companies can dramatically reduce the cost andcomplexity of primary email storage volumes and email application infrastructures while ensuringcompliance and immediate access to corporate data. With less data on the email servers, thecorporate messaging systems become easier to manage.MessageSolution EEA allows companies to archive all employee email for an unlimited time periodand provides companies with the ability to access archived data online at any time. EEA’s built-insearch engine will index all contents and metadata, including subject, content, attachment, sender,and receiver information to facilitate accurate and fast search and retrieval by users, thus reducingadministrative workloads and increasing enterprise productivity.How MessageSolution EEA 5.6 Hosting Edition WorksMessageSolution EEA is normally installed on the corporate network behind the firewall.MessageSolution uses the following general approaches to archive emails.1. Access Exchange Server’s database via HTTP/WebDAV protocol. By default, MicrosoftExchange Server 2003 and 2007 enable WebDAV service. It runs on IIS server throughHTTP or HTTPS protocol. Microsoft Exchange’s WebDAV Server provides access to itsExchange databases. MessageSolution EEA uses this method to access Exchange Serverdatabases. EEA uses HTTP/HTTPS protocol, which makes EEA very easy to deploy to thecorporate network. Not only EEA can support the industry standard journal mailboxarchiving, but EEA also supports archiving from each individual mailbox because thearchive is able to access the Exchange Server databases directly.2. EEA can retrieve emails from any standard email server via IMAP or Pop 3 protocol. Theadministrator will configure the email server to copy every email into a particular mailbox,then the EEA will periodically retrieve the emails from the mailbox.3. Using IMAP or Pop 3, the EEA can support virtually all types of email servers.4

1 (408) 383-0100 support@messagesolution.comAfter the emails are captured, they are compressed and stored in the archive. Then EEA indexesall fields, including subject, content, attachment, message size, date, sender, recipients, and more.The index allows the user to quickly and accurately search through millions of emails using thebuilt-in search engine. While many email archiving vendors simply use SQL Server for indexing,which is not suitable for indexing unstructured data like email, MessageSolution uses a powerfulsearch engine to facilitate indexing and searching activities. This delivers much faster and moreaccurate search results.MessageSolution EEA is not limited to archiving emails from email servers that are hosted within acorporate network; the archive can also archive emails from email servers that are part of a hostedservice environment.5

1 (408) 383-0100support@messagesolution.comChapter 2Installing EEA2.1System RequirementsYour system must meet the following requirements in order to successfully operate EEA:Intel Pentium IV Processor 1.8 GHZ or higher2 GB RAM (4 GB recommended)40 GB free disk space (make sure assign at least 20 GB of disk space for the partition whereyou will install EEA)Network Interface CardThe server to have a static IP (Recommended)The server can access to DNS service (Recommended)The machine can access the InternetThe machine can connect to the Exchange Server and Active Directory Server if you plan toarchive from Exchange ServerSufficient disk space for expected archive amount through extra hard disks or attached diskarray or SAN2.2Installation Procedure2.2.1 Install EEA on Windows Platform1. Upload the installer file MessageSolution-MEAHE5.6-Setup.exe to the machine byftp or other file transfer tool.2. Double click on the file to launch the installer.3. Follow the on screen instructions to complete the installation of EEA. It is better to usethe default value during the installation. The installation process should take about 10-15minutes depending on the hardware speed.Note:During the installation, configuring NTLM Authentication is optional.6

1 (408) 383-01002.3support@messagesolution.comPrepare ADS and Exchange ServerIn order for EEA to access all Exchange Server mailboxes, the administrator must create a useraccount in Active Directory. This account must have access to all mailboxes on the ExchangeServer. The administrator will enter this user information into the EEA system via the EEAadministrative console. EEA will use this account to access all mailboxes for archiving.However, to archive from a journal mailbox only, skip this step and use the journal mailboxusername and password instead.2.3.1 For Windows 2007 ServerOpen the Exchange Shell and execute the following command, where server name is thename of the server where your mail store is located and ‘Eea admin’ is the administratoraccount for the archive.get-mailboxserver server name add-adpermission -user-accessrights GenericRead, GenericWrite -extendedrightsReceive-As, ms-Exch-Store-AdmineeaadminSend-As,2.3.2 For Windows 2003 Server1. Open the Active Directory Users and Computers MMC console and create a new user (forexample, ‘archiveadmin’) and password. It is highly recommended to choose a usernameand password that never expire because this information will be entered into EEA. If thisusername/password is changed, the EEA must be updated accordingly so that archivingtasks performed under the new account will not fail.2. Make sure to check the checkbox for ‘Create an Exchange mailbox for this user’.3. After creating the user, open this user’s Properties and select the Exchange Advanced tabon the user's properties window. The Exchange Advanced tab is enabled for Exchange2003 Server by default.7

1 (408) 383-0100support@messagesolution.com4. Click the ‘Mailbox Rights ’ button. This should open the following window (See Figure 1).Figure 1.8

1 (408) 383-0100support@messagesolution.com5. Click ‘Add’, then click ‘Advanced ’. Type in “Exchange Domain” in the Common queriesand click ‘Find Now’.6. Select “Exchange Domain Servers” from the list and click OK twice to return to thePermissions for username screen (See Figure 2).Figure 2.7. Select ‘Exchange Domain Servers’ and check the ‘Full mailbox access’ checkbox. Press OKtwice to close all popup windows.9

1 (408) 383-0100support@messagesolution.com8. Open the Exchange System Manager console (See Figure 3).Figure 3.10

1 (408) 383-0100support@messagesolution.com9. Open up to Mailbox Store (domain Name) and right click to choose Properties. (SeeFigure 4)Figure 4.11

1 (408) 383-0100support@messagesolution.com10. In the Properties window, go to the Security tab and click ‘Add’. Type in the usernamecreated (in this example, ‘archiveadmin’). Press ‘Check Names’ to verify that theusername exists. Click OK to return to the previous window. (See Figure 5)Figure 5.11. Select this username and make sure the ‘Full Control’, ‘Receive As’, and ‘Send As’checkboxes are checked.12. Exit the Exchange System Manager Console.2.4 Enable Journal mailbox for Real-time ArchivingSome organizations are required by regulations to archive emails as the emails are received andsent. In the Exchange Server environment, EEA leverages Exchange Server’s journal mailboxfeature to fulfill the regulatory requirements.As emails passing through the Exchange Server, they are copied to the journaling mailbox byExchange, then MessageSolution EEA will periodically poll the journaling mailbox and archive any12

1 (408) 383-0100emails in it.support@messagesolution.com2.4.1 Set up journaling on the Exchange Server1. Create a mailbox in Active Directory to which all email will be archived. Give the mailbox arelevant name, such as ‘jarchive’.2. Open the Exchange System Manager and navigate to the Mailbox Store by openingServers- server name - Storage Group. Right click on the ‘Mailbox Store’ node andselect Properties. (See Figure 6)Figure 6.13

1 (408) 383-0100support@messagesolution.com3. In the Properties window select the ‘General’ tab and check ‘Archive all messages sent orreceived by mailboxes on this store’. (See Figure 7)Figure 7.4. Click the Browse button located to the right of the ‘Archive all messages sent or received bymailboxes on this store’ check box. The Select Recipient dialog will be displayed.14

1 (408) 383-0100support@messagesolution.com5. In the Select Recipient dialog box, enter the journaling mailbox name created in step one (forexample, ‘jarchive’). (See Figure 8) Click OK to close the Select Recipient dialog.Figure 8.6. Close the Mailbox Store Properties dialog and the Exchange System Manager Managementconsole when finished.2.4.2 Enabling Envelope Journaling (optional)Some regulations require companies to capture the full email header information, such as theBCC field. To archive email header information, Exchange Envelope Journaling must beenabled. Exchange Envelope Journaling captures all the RFC2821 and RFC2822 recipients,including CC and BCC recipients. Envelope Journaling is available with Exchange 2003 ServicePack.You can enable Envelope Journaling by using the Exchange Server Email Journaling AdvancedConfiguration (exejcfg.exe) tool.15

1 (408) 383-0100support@messagesolution.comTo use the exejcfg.exe tool to enable Envelope Journaling, follow these steps:1. Open the command prompt.2. Navigate to the folder where the exejcfg.exe tool is copied.3. Type exejcfg –e and press the Enter key to enable Envelope Journaling.Note 1: exejcfg –d disables Envelope Journaling.Note 2: You can download the exejcfg.exe tool for Exchange 2003 Server environments from thefollowing Microsoft web px?FamilyID e7f73f10-7933-40f3-b07e-ebf38df3400d&displaylang en16

1 (408) 383-0100support@messagesolution.comChapter 3Configuring EEA3.1 List CompanyAdd a new company to be archived here.1. On the left menu bar, click ‘List Company’. Click Add to add a company.(See Figure 9)Figure 9.1.1. Company Name: Input the company name1.2. Company domain: The domain must be unique and cannot be repeated1.3. User name: To create an administrator for this company input any username, but it musthave the same domain as the company domain1.4. Password: Set the password for this administrator; it will use this password to log on tothe EEA1.5. Number of users: Input how many users this company wants to archive.2. Click ‘Delete’ to delete a company from the company list.the company’s data will be lost.17Once you delete a company, all

1 (408) 383-0100support@messagesolution.com3.2 Hosting Admin AccountUnder ‘Admin Account’, the administrator’s password can be changed and more administrators canbe added. (See Figure 10)Figure 10.3.3 Company RepositoriesThis page displays all the repository information for all companies, including path, status, defaultpath, etc. A green check mark under Status means this particular path can be used. A greencheck mark under Default means this repository is active, and the archiving data will be stored tothis repository automatically. A red X under Status means this path cannot be used. (See Figure11)Figure 11.18

1 (408) 383-0100support@messagesolution.com3.4 All Root RepositoriesA root repository must be created first after installing EEA Hosting and logging onto the system forthe first time. This repository should be set to Active and Default (these columns should beselected/checked). Be sure that the percentage listed under Space Used is lower than thepercentage listed under Alert Level at all times. (See Figure 12)Figure 12.If a repository is set to Active and Default when a new company is added the EEA system willgenerate a folder with the same name as the company under this repository. Once the companyhas been archived, the data will store to this folder automatically.Multiple repositories can be added. If the Space used in the default repository equals the AlertLevel, the archive system will choose the next active repository as the default automatically.You can create 200*200 companies in one repository at most. Once there are more companies, anew company’s information will be stored to the next active repository automatically.19

1 (408) 383-0100support@messagesolution.comTo add a Repository:1. Click Add on the Repository page.(See Figure 13)Figure 13.2. Name: Enter a name for the new repository3. Path: Enter the repository path, separated by \4. Alert Level: Enter the alert level of the repository disk3.5 Real-time ArchivingReal-time Archiving is suitable for organizations that need to be compliant with regulations thatrequire them to capture all email communications, and for companies that want to save all emailcommunications. Real-time archiving stores a copy of every email as email enters and leavesusers’ mailboxes. Real-time archiving can also be used in connection with Mailbox Manager formanaging each individual mailbox for Exchange Server and Domino Server environments.Enterprise Email Archive utilizes the email server’s journaling capability for real-time archiving.Please refer to Section 2.4 on how to set up Exchange Server and Active Directory for real-timearchiving. For other types of email servers, refer to their manual to setup a journal mailbox.Emails archived by the real-time archiving process are also indexed and ready for searching.Mailbox users are still able to search through and view these archived emails. Only the owner ofthe email or users with administrator permission can access archived emails.20

1 (408) 383-0100support@messagesolution.comTo configure EEA to support real-time archiving:1. On the left menu bar, click Real-time Archiving link.Figure 14.2. From this screen, the administrator can enable/disable real-time archiving. The archiveperiodically pulls data from email server. If a real-time archiving is in progress, disabling itwill stop the archiving activity already in progress.3. Protocol: Select a proper protocol for retrieving emails from the target email server.4. Retrieval interval (in minutes): Enter a time interval between each pull from the emailserver. The interval length should be based on the email volume. Best practice is to waitfor the mailbox to grow to a few hundred emails before starting to pull.21

1 (408) 383-0100support@messagesolution.com5. Click Add to add a journal mailbox.(See Figure 15)Figure15.4.1 Username:Enter the name of the journal mailbox, such as journal@messagesolution.4.2 Password: Enter the journal password4.3 mailbox: Input “inbox” to select POP or IMAP protocol to archive. If WebDAV protocol isused to archive, be sure to input the inbox in the correct language.4.4 Email Servers: Enter the Exchange IP4.5 Domain:Enter the Exchange domain4.6 Port:Select a proper protocol for retrieving emails from the target email server.Note: When selecting a protocol, it must be consistent with the port number in the Email Serverssetting in section 4.1.2. For example, if IMAP protocol is used, the email server configurationshould use port 143.4.7 Delete: The administrator can choose to remove the messages from the journal mailbox afterthe archive retrieves them. Or the administrator can choose to keep the messages in the journalmailbox after the archive retrieves them. Be aware the journal mailbox may grow very fast in thesecond scenario.4.8 Envelope:If Exchange is enabled to use Envelope Journaling (refer to section 2.4.2), thenchoose ‘Using Envelope Journal Archiving’.22

1 (408) 383-0100support@messagesolution.comNote: If Exchange has not been enabled to use Envelope Journaling that means emails in thejournal mailbox are just regular emails without the extra Bcc and Distribution List information.4.9 The administrator may add more journals, but the archive can archive from five journals at atime at most.3.6 Schedule Time SettingsScheduled archiving and scheduled stubbing can only be performed when the status is set to‘Enabled’ on the Schedule Time Settings page. (See Figure 16)The recommended practice is to schedule daily archiving during off-hours. Please referencesection 4.2.1 and 4.2.2 for more information on scheduled archiving and scheduled stubbing.Figure 16.23

1 (408) 383-0100support@messagesolution.com3.7 Archive StatusArchive Status shows the ongoing or most recently completed Real-time Archiving (See Figure 17),Scheduled Archiving (See Figure 18), or Mailbox Manager (See Figure 19) process. It shows theprocess start and end time. It shows the number of emails being archived for Real-time Archivingand Scheduled Archiving, or the number of mailboxes being managed for Mailbox Manager. It alsoshows the journal user or company which performs these three actions.Figure 17.Figure 18.24

1 (408) 383-0100support@messagesolution.comFigure 19.25

1 (408) 383-0100support@messagesolution.com26

1 (408) 383-0100support@messagesolution.com3.8 IndexOnce in a while, the search engine index needs to be re-indexed due to system crashes and otherunexpected errors. If data is discovered to be missing when searching the archive, a re-index isrecommended. (See Figure 20)To perform a re-index:1. On the left menu bar click Index. The Index is grouped by month. If data appears to bemissing for a particular period, perform a re-index.2. Selecting “Attachment” before performing a re-index will apply the re-indexing to both mailcontent and attachments. The re-index will be more efficient without selecting tore-index attachments.3. Click Operator on the right or select a month. Then click Start Index to start re-indexingfor that month.4. Select a month and click Stop Index during re-indexing to stop re-indexing for that month.Figure 20.27

1 (408) 383-0100support@messagesolution.com3.9 LicenseThe License page provides information on the archive product, version number, number of users,expiration date, and more. (See Figure 21)Figure 21.28

1 (408) 383-0100support@messagesolution.com3.10 System StatusThe System Status page shows the up time for the archiving system, the current available storagespace for the data storage attached to the archiving system, and the number of emails that havebeen processed.This screen shows the following information:- the time the archive starts running- disk space available on the machine- the number of emails retrieved from email server- the amount of buffer space available in the buffer queueIf the available buffer space is decreasing, it means there could be many emails unprocessed andthe system may be under a heavy load. When the available buffer space reaches 0, the archivewill shut down automatically.In the case that Enterprise Email Archive (EEA) automatically shuts down due to large amounts ofunprocessed data, just restart the archive to automatically continue to process the data in thebuffer space. The administrator should stop the Real-time or Scheduled Archiving and let theunprocessed messages finish processing before re-enabling these processes.29

1 (408) 383-0100support@messagesolution.comChapter 4Manage Company SettingsClick Company Name on the List Company page to configure the archive settings for each company.(See Figure 22)Figure 22.4.1 Basic Settings4.1.1 Authentication ServersEnterprise Email Archive seamlessly integrates with Microsoft Active Directory Service (ADS) andstandard IMAP and Pop server protocol to authenticate individual users. EEA’s user database canbe automatically populated when using Microsoft ADS server. For Exchange, EEA can also obtainusers’ mailbox folders and group information. Users can choose which mailbox folders to archive.30

1 (408) 383-0100support@messagesolution.comTo configure Authentication Servers:1.On the left menu bar, click Authentication Servers.2.Click Add to add an authentication server. (See Figure 23)Figure 23.3.Server Type: Select a server type, (ie., Active Directory server or IMAP server).4.Domain Name: Enter the corporate email server domain name.5. OU: Enter the distinguished name of the OU.5.Server Address: Enter the hostname or IP address for the authentication server address.6. User Name & Password: For Exchange environments enter a super user’s username andpassword. This super user must have permission to access all mailboxes. If the company is onlyarchiving from a journal mailbox, just enter the journal mailbox username and password. ForIMAP or Pop, enter any username/password. Click Submit to save the information.7. If using ADS, check the ‘Retrieve All Users’, ‘Retrieve All Groups’, and ‘Retrieve Folders’checkboxes to save this page configuration. Go to the LDAP server to retrieve information for allthe email users. If a user account that has full access to all mailboxes has been entered, it will alsoretrieve the users’ mailbox folders. A progress bar will show the retrieval status. After it is done,click User Management to check the user and mailbox folders information. Groups will also bepopulated from Domino Directory.8. If using ADS, click User Management on the left menu to see a list of users. Click Edit on anyof the users to see the detailed information about a particular user.31

1 (408) 383-0100support@messagesolution.com4.1.2 Email ServersOn this screen, the administrator can add email servers for archiving. EEA will retrieve emailsfrom the email server added on this screen.(See Figure 24)Figure 24.To configure Email Servers:1.On the left menu bar, click Email Servers. Then press Add to add the email server.2.Enter the appropriate information according to the email server.Name: Enter a name for the email server.multiple email servers.The name must be unique if archiving fromDomain Name: Enter the email server domain.Mail Server Host: Enter the email server hostname or IP address.Port: The archive uses the port

Enterprise Email Archive (EEA) 5.6 Hosting Edition MessageSolution Enterprise Email Archive (EEA) 5.6 Hosting Edition offers a secure, easy-to-use and high-performance email archiving system. Based on an innovative messaging platform, EEA helps organizations archive business-critical email data and ensure quick online access to archived email data.

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