Important settings before creating an Email Archive job
Introduction
The Email Archive job archives mailbox content automatically based on the configured settings and schedules. Before creating an Email Archive job, several system-level and configuration prerequisites must be verified, including web service installation, database and connection settings, and the mandatory configuration options available under Email Archive ⇒ Settings.
This page describes the prerequisites that must be met and the mandatory settings that must be configured before setting up an Email Archive job.
Prerequisites
Before creating an Email Archive job, make sure the following conditions are met:
- The contentACCESS Web Services (Proxy) must be installed.
- If Microsoft 365 is used for archiving, check the required prerequisites, available on the Prerequisites for Microsoft 365 archiving page.
- The required tenant database(s) must be created. For more information, refer to How to create/configure databases — All databases.
- Under System ⇒ Services ⇒ System, verify that the Database, FQDN, and LDAP settings are correctly configured. For more information, see the System page.
Configure the mandatory Email Archive settings
Configure the mandatory settings available under Email Archive ⇒ Settings. The configuration logic follows a left-to-right order — following this order ensures that all the necessary configuration is completed before proceeding to the next step.
If public folders also need to be archived, this must be set in the Email Archive system settings, under Email Archive tab ⇒ Settings ⇒ System settings, section General settings.
Note: These settings are described in detail in the section below.
Assign a database and storage to the mailbox
Assign a database and storage to the mailbox that will be archived. For more information, refer to Database and store assignment in email archiving.
If a database and storage have not been assigned manually, the first running Email Archive job will assign them to the mailbox automatically.
Email Archive settings
Navigate to the Email Archive ⇒ Settings group. The mandatory settings and many useful criteria for automated email archiving can be configured here:
- Tenant database connections can be configured.
- System settings can be performed.
- Provisioning settings can be set.
- Retentions can be created; the retentions configured here can be selected on the jobs' configuration page.
- Shortcuts and further processing types can be configured; the processing types configured here can be selected on the jobs' configuration page.
- Schedulers can be set; the schedulers configured here can be selected on the jobs' configuration page.
- User experience configurations can also be accessed from here.
