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Connector for Microsoft® Exchange Server

1. www therefore net 2009 Therefore all rights reserved Therefore PEOPLE PROCESS INFORMATION Nn CREDITS Therefore All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks Canon is either a registered trademark or trademarks of Canon Inc in the United States and or other countries UniFlow Output Manager is either a registered trademark or trademark of NTWare in the United States and or other countries Microsoft Outlook SQL Server SharePoint NT Excel Internet Explorer Vista and PowerPoint are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Windows Explorer SharePoint Office Windows Exchange and Microsoft MAPI Editor screen shots reprinted with permission from Microsoft Corporation SAP and R 3 are the trademarks or registered trademark of SAP AG in Germany and in several other countries Oracle is a registered trademark of Oracle Corporation and or its affiliates Other names may be trademarks of their respective owners IBM DB2 and Lotus Notes
2. 3 Give the forma name and in the E forms language drop down box please choose the relevant 20 language Press the Apply button to create the Organizational forms library If your language is not selectable this would indicate that there is already an Organizational forms library existing which must be used oO Therefore Connector Therefore Properties E a 2 x General Replication Limits Details Name Therefore Fath NON_IPM_SUBTREE EFORMS REGISTRY Public folder description Organizational Forms Library for Therefore Exchange Connector E forms language English USA a Cancel Apply Help If the configuration is being done with an administrator account with sufficient rights then Specific permissions for publishing forms to the Organizational Forms Library do not need to be set If however this is not the case and you need to change the permissions Right click on the Organizational form in the EFORMS REGISTRY folder and select Properties from je the context menu Select the Permissions tab and then add the user Mail Administrator who will open Microsoft Outlook for publishing of forms and generating views Select the Owner role for the selected user in the drop down menu of the permissions frame Click OK button to confirm the changes 1 3 1 3 2 Microsoft Exchange Server 2007 Since creating an Organizational Forms Library is no longer supported throug
3. Options 2 In the Design Form dialog Browse to C Program files Therefore Exchange Outlook Forms Two IPM Forms are listed in this folder IPM Note Archived and IPM Post TheArchiveJob The IPM Note Archived form contains the script needed for opening stub emails and the IPM Post TheArchivejJob form is used for queuing e mails before saving to Therefore Select IPM Note Archived and click Open m For Scenario 2 only the TheArchiveJob form needs to be published since e mail stubs are not used 25 a ee ae Therefore Therefore Connector Design Form Look In Program Files Therefore Exchange Out gt B on C Program Filesi Therefore Exchange Outlook Forms oft IPM Mote Archived IPM Post ThedrchiveJob Display name IPM Note Archived File name IPM Note Archived oft Cancel Advanced gt gt 3 Click the View Code icon 26 Therefore Connector Therefore gz Untitled Message HTML Design File Edit View Insert Format Tools Actions Form Layout Help Sse 4 Ba Bones BRE IAB zu WM Ua a TEL Uh g eat Compose Page Edt Read Page EE 3 eff Go Flag Status ollow Up Flag rom con Delete 4 The code will open in the Script Editor Set the correct URL for Const c_WebServiceUrl then close the window all changes will be automatically saved 27 28 Therefore Connector Scnpt Editor File Ed
4. Public Folder VIEW New Window From Here Cut Copy Delete Refresh Creates anew ikem in this a rT Properties Help 2 Name the folder Therefore Job Folder and click OK Right click on the newly created folder and select Properties Select the Permissions tab and then click on Client Permissions Add the user Therefore Mail who has access to all messages in the mailbox store Select the Owner role for the selected user in the drop down menu of the permissions frame 3 If certain users should be able to store e mails manually via the Outlook Add in then these groups or users must be added and given the Author role Therefore Connector E Therefore E Exchange System Manager pa File Action View Window Help e gt Mm exel m exc2003 Exchange Therefore Job Folder Properties x H Global Settings a H Recipients General Replication Lirnits Exchange General H Servers E mail Addresses Exchange Advanced Details Permissions Mernber or H Connectors Tools Specify the users who can access this public Client permissions folder Folders Client Permissions Se Public Folders Specify the pem ta Internet Mewsgroul object stored in Name Role m Therefore Job Fold Specify the user administer this p Dener Administrator 000 A Contributor Anonyrious Remove Properties i Fermizsions Roles Owner W Cr
5. SERVICEADDRESS URL to the Therefore Exchange Web Service f ex http lt server gt There foreExchWebS rv USEOUTLOOKADDI If set to ADDIN the Outlook Add In is used for viewing of archived E Mail N if set to NONE the Outlook Form is used for retrieval INSTALLDIR Sets the installation directory e g c program files Therefore 56 oO Add in for Microsoft Outlook Therefore CONFIGID The ConfigID that should be used when a user creates an ad hoc archive or retrieve job See here for more details about the ConfigID HIDEARBUTTONS 0 view Archive and Retrieve Buttons 1 hide Archive and Retrieve Buttons These settings can also be change in Microsoft Outlook Select the Tools menu in Microsoft Outlook and go to the Options dialog Select the Therefore Exchange Connector tab Re Start Outlook to activate the new Settings 2 2 Using the Outlook Add In Once the add in is installed three additional buttons are displayed in the tool bar of Microsoft Outlook similar to that shown in the screenshot Fa Outlook Today Microsoft Outlook m om a i File Edit View Go Tools Actions Help Type a question For help iNew day SS Send Receive QH Search address books Bak 4 3 fi n ee Archive cf Retrieve 2k Search _ ie ie ie F Folder List Mailbox Administrator Outlook Today All Folders Click here to enable Instant Search i Nes Monday June 08 2009 Pat Ma
6. o Name the folder Therefore Job Folder and click OK Right click on the newly created folder and select Properties Select the Permissions tab Add the user Therefore Mail who has access to all messages in the mailbox store Select the Owner role for the selected user in the drop down menu of the permissions frame If certain users should be able to store e mails manually via the Outlook Add in then these groups or users must be added and given the Author role i el Therefore Connector Therefore Therefore Job Folder Properties e x General Home Fage Administration Forms Permissions Permission Level Author TheEx Conn CWner Administrator OWNer Anonymous Mone Add Remove Properties Permissions Permission Level Author Read write None W Create items Full Details Create subfolders Iw Edit own Edit all Delete items Other None Folder owner f Own D Folder contact C All M Folder visible concet tery If you want to set the permission directly at the Exchange Server you can use the Exchange Command Shell to do so For more information about how to use cmdlets see online Help for ILN Exchange 2007 Additionally visit the following Microsoft Web site http technet microsoft com en us library bb124411 aspx Set PublicFolder To set storage limits Add PublicFolderClientPermission To set client permissions Add To set administrative permissions
7. EEEH gett oo ee a nf Atit Ati Figurel Architecture of the Therefore Connector i ae Therefore Microsoft Outlook Add In The Outlook add in is an optional component installed on client PCs which provides a toolbar with three features in Outlook Archive A user can manually add an e mail to the configured storage queue in the Therefore Job Folder The Storing services checks for queued emails saves themto Therefore and leaves a stub in Exchange Retrieve A user can fully fully restore an e mail from Therefore to Exchange Server The Restoring service checks for queued e mails and restores themto Exchange from Therefore The length of time the e mail will remain restored can be configured Search A user can perform full text searching against all e mails in Therefore for which they have read access This begins a Search process which searches the Therefore system via the Web Service on the Therefore Server The user is then provided with a hit list of matching e mails Selecting an e mail begins a View process which gets the e mail from Therefore and opens it for viewing Note the email is not fully restored and the contents will be lost when it is closed In addition when the user retrieves a saved e mail this add in displays a pop up informing them that the e mail is being fetched from Therefore Microsoft Outlook Requests are placed in the Job Folder to be processe
8. H D Recipients H A Servers H D Connectors H E Tools H E Folders d e Public Folders Connect to a particular sto Window s m EGBE eam Help exc 003 Exchange Global Settings Recipients Servers Connectors Fii Trine Connect tao View System Folders Send Hierarchy Mew New Window Fram Here uk Copy Delete Refresh Properties Help 2 The folder EFORMS REGISTRY will be visible under Public Folders If an Organizational form already exists it will be visible in the EFORMS REGISTRY folder If this is the case then a new one does not need to be created Simply skip to point 4 to set the permissions Otherwise right click on EFORMS REGISTRY and choose New and then Organizational Form in the context menu a ee Therefore Therefore Connector Exchange System Manager 3 Eile Action view Window Help E ET gj exc2003 Exchange fy Global Settings Bi Recipients H D Servers Bi Connectors gEFORMS REGISTRY 9 12 2008 2 31 PM Bi Tools g Events Root 9 12 2008 31 PM E a raons OFFLINE ADDRESS BO 9 12 2008 231 PM gOWAScratchPad S4729 9 12 2008 2 37 PM Organizational Form Lh Ga oFFune apres SUT O FE 971 n 231 PM OWAScratchPadt Mew window From Here E Pg SCHEDULES FREE SPAT 9 12 2008 2 31 PM F3 schema root Refresh 0 StoreEvents 947 SYSTEM CONFIG Help E Creates a new item in this container
9. PublicFolderAdministrative Permissio ns i ee Therefore Therefore Connector 1 3 1 3 Create the Organizational forms library For the scenario where a stub link is left in Exchange scenario 3 a script is needed within Outlook that correctly fetches the e mail from Therefore This is achieved by publishing a custom form IPM Note Archived containing the script code needed into the Organizational forms library There can only be one Organizational Forms Library for each language and hence if one already exists then only the permissions have to be set Public Folder Management Console File Acton View Help gt lr Ble C Public Folders exc2008 assa com Organizational Form Library 0 objects El Default Public Folders Therefore Job Folder E 0 System Public Folders F New Public Folder E EFORMS REGISTRY Organizational Form Library There are no items to show in this view E Events Root View G OFFLINE ADDRESS BOOK A OWAScratchPad 08118DC4 FE25 42C0 t Q Refresh G SCHEDULE FREE BUSY H Help H al schema root 3 StoreEvents D8118DC4 FE25 42C0 9F00 P eee Therefore Connector Therefore 1 3 1 3 1 Microsoft Exchange Server 2003 1 In the Folders section of the Exchange System Manager right click on Public Folders and select View System Folders from the context menu E Exchange System Manager Action whew 4 Eile exc2003 Exchange H A Global Settings
10. Status Status of the job Error Message Error message and stack 1 Select the public Therefore Job Folder Go to the View menu and select Current View and then Define Views Therefore Job Folder in Public Folders Microsoft Outlook X File Edit View Go Tools Actions Help Type a question for help J New Arrange By A View Messages AutoPreview Messages with AutoPreview Expand Collapse Groups Last Seven Days Navigation Pane Unread Messages in This Folder 6 To Do Bar Sent To al 910 11 12 13 Reading Pane Message Timeline 15 16 17 18 19 2 22 73 M 25 26 ZI Reminders Window Outlook Data Files 39 30 Toolbars Documents Folder Size Status Bar Customize Current View Data File hy Refresh Define Views Format Columns No upcoming appointments 3 Online with Microsoft Exchange os 2 The Custom View Organizer dialog shows Click New 31 a el Therefore Therefore Connector a Custom Yiew Organizer o 3 x Views For Folder Therefore Job Folder iew Name Can Be Used On view Type C Current view settings gt All Mail and Post folders Table Unread Messages in This Folder Table Sent To Copy Modify RENAME Message Timeline All Mail and Fost Folders Timeline Outlook Data Files All Mail and Post Folders Documents All Mail and Post Folders Table Description Reset IEEE Publish Fields Importance Reminder Icon Attachment F
11. te 3 2 2 Outlook Web Access 2007 Therefore 1 Start the set up file OWASetupWiz exe which is stored the in folder Therefore Connector for Microsoft Exchange OWA Add in directory 2 Select Exchange Server 2007 and click Next R OWA Add In Setup Wizard xi This OWA Add In Setup Wizard will quide you through the Configuration of the OWA Integration of the Therefore Connector for Rechange Server Configure OWA Add In for Exchange Server 2003 Install Repair Exchange Server 2003 Remove f Exchange Server 2007 3 Enter the Therefore Web Service URL For retrieving e mails stubs from Therefore the OWA add in needs to access the Exchange server to retrieve the document no The method of connecting to Exchange must hence be specified see the following table for details When done click Finish to complete the installation UJ Therefore Add in for Microsoft Outlook Web Access a OWA Add In Setup Wizard E al xl Therefore Web Service URL Echange OWA Root Exchange Web Service URL Echange Connection Settings Use Integrated Security Connect with fixed Credentials Usemame assa TheExConn Password eeeeesees Use Integrated Security The system attempts to determine the user credentials of the Exchange user using Microsoft OWA These credentials are then used by the OWA add in to retrieve the document no from Exchange Should this automatic recogniti
12. Exchange 2007 Exchange 2007 SPI or later is required A Microsoft Internet Information Server 6 x or 7 x Therefore 2009 Server installed on a different server to Microsoft Exchange Microsoft Outlook 2003 or 2007 must be installed A valid license point for the Therefore connector must be installed A category for e mail storage for Microsoft Exchange Microsoft Framework 2 0 SP1 or higher must be installed Microsoft CDO Collaboration Data Objects must be installed on the Server where the Therefore connector s Windows Services are installed Microsoft Outlook 2003 in the advanced installation options ofthe user defined installation Microsoft Outlook 2007 download from microsoft com Microsoft ASP net 2 x extensions or higher must be installed The category for archiving e mails to Microsoft Exchange must have the following index data fields Sender String Recipients String Subject String DateRecieved Date Folderpath String Store Name String StoreOwner String MD5Hash String Optional fields StoreDate Date 150 E mail address of the sender 1500 E mail addresses of the recipients 150 Subject of mail message Date received by Exchange Server 200 Path to Exchange folder 150 Name of the Information Store on Exchange Server 150 Name of the Store owner 35 MD5 Hash code Default must be lt Date gt today s date An XML File is saved in the Outlook Forms directory of the Therefore Connector ins
13. General Settings Save amp Exit Savet Ent Exit The general settings consist of an Therefore tab where logon and repository settings can be done and then three process tabs Each process has a Windows service and can be run in a simulation mode for testing the settings without any archiving activity 1 Set the Exchange and Therefore settings as explained in the following table 39 Therefore Therefore Connector Therefore Queueing Storing Restoring Exchange Settings Logon Account Administrator a Logon Server Wans Viewing in OWA 2003 W Enable This enables viewing of archived emails through Outlook Web Access on Exchange 2003 NOTE do not select if using Outlook Web Access on Exchange 2007 m Therefore Settings Use Therefore Category Eschange Configuration IE o Corcel Cancel Logon Account Logon Server Viewing in OWA 2003 Use Therefore Category Select the user name Therefore Mail the logon account by clicking on the browse button Enter the name of the Therefore Server If viewing of archived emails is to be done with Outlook Access 2003 AND Microsoft Exchange 2003 is used then check the Viewing in OWA 2003 If you are using Microsoft Exchange 2007 DO NOT check this option From the drop down box select the Therefore category to be used for archiving e mails Configuration ID If multiple instances of Ther
14. a l Oe A P E EE E E e E Se a ee ee Select gt OK Cancel 3 The Profile Chooser dialog box will open Select the matching profile in the drop down list and click OK Profile Chooser Please choose a Profile 4 The new user or group will now appear in the list Adding a Public Folder 1 To add a new Public Folder click the Public Folder tab and then Add New 5 AAA o Therefore Connector User Groups 2 In the dialog select the Therefore Job Folder and the click Select Select Public Folder f Public Folders Favorites All Public Folders 2 Therefore Job Folder 3 The Profile Chooser dialog box opens Select a profile in the drop down list and click OK 52 oO Therefore Connector Therefore Profile Chooser Please choose a Profile 1 3 3 4 Logging Settings Here the log settings for the Task Queuing and Simulate logs can be set A name and patch for each log file can be set as well as the logging level see the table below Log Settings Task Log Settings Log Level FRAOR Cancel Log Filename C Program Files ThereforesExchangeslo _ Canea Crawler Log Settings Log Level ERROR Log Filename C Program Files ThereforesExchangeslo Simulate Log Settings Log Level INFO SUMMARY ONLY Log Filename C Program Files Therefore E schange Lo a OFF Logging for archiv
15. have accepted the license terms 55 ee Add in for Microsoft Outlook Please read the following license agreement carefully 1 Grant of License This is a legal Agreement between you and ADOS Corporation The terms of this Agreement govern your use ofthis program By requesting this program you are agreeing to be bound by this Agreement If you do not agree to the terms ofthis Agreement please immediately erase the program package from your computer memory In consideration for your payment of the license fee which is your purchase price of the program ADOS Corporation grants to you a nonexclusive right to use the software only on the multiple computers up to the numbers as described in your Print I do not accept the terms in the license agreement InstallShield 3 The Installation Options dialog opens Click Next when finished install Heine Connector for Moooft Pochhange Serves Oullodk Aki C Program Files Therefore Exchange Connector Change ed Like Outoa Akh io vien ieme from Therekre Service Address http exc2008 TheExchWebSrv i e http Server TheExchWebSrv Display also Archive and Retrieve buttons InstallShield con 4 The Ready to Install the Program dialog willopen Click Install These settings can also be defined using command line as this setup is provided as distributable MSI package In this case the setup can be performed automatically
16. mailboxes to Therefore and replacing the original e mails by a small stub link document Opening the link stub in Outlook or OWA if OWA Add In is installed opens the original mail directly from Therefore for viewing Furthermore using the Microsoft Outlook add in it is possible for Outlook users to perform full text searches of e mails stored in Therefore as well as full restore an e mail from Therefore back into Microsoft Exchange Setup The setup consists of a connector and two optional add ins that can be installed and configured if needed Therefore Connector The connector contains three components that need to be installed directly on the Therefore Server ora dedicated server ae Therefore Windows services for Microsoft Exchange Server The Windows Services process the Exchange Store and are responsible for building a job queue Queuing service processing all archive jobs in job queue Storing service and processing all retrieve jobs Restoring service The Web Service The Web Service allows Outlook to access in e mails saved in Therefore without connection to the Exchange Server It also processes Full text search requests that are sent by the Outlook add In Administration Tool This is used for creating profiles configuring basic settings connect profiles to mailboxes logging etc M osori OutlookT VAU F ar ait EF HH TA beet a a ae ee i te TL WE ae ae
17. Exchange WebService ezl hee Cancel Apply Help Make sure that the application pool for the Therefore Exchange WebService is not executed im under the user NetworkSystem It must be executed with user LocalSystem in order to have access rights to the local web inbox folder for retrieving Therefore documents 2 Next to ensure that every user performing a full text search only gets access to his own archived e mails it is necessesary to change the access rights for the TheExchFTSearch aspx file is so that the Therefore Web Service for Exchange is able to impersonate the Domain User Account to perform a full text search in Therefore In the right pane right click on TheExchFTSearch aspx and select Properties from the context menu Select the File Security tab and click Edit in the Authentication and Access frame Make sure that Enable anony mous access is NOT checked and then click OK Therefore Connector Li Computer Management m Eile 4ction wiew Window Help m e aB e m wu E Local Users and Groups gt ra Performance Logs and Alerts _ bin Ci Logs L webInbox Global asax OW AWebService a TheExchFTSearch E TheExchGet aspx Web contig Device Manager 1 Si Storage Removable Storage A Disk Defragmenter i Disk Management SE Services and Applications fl Telephony Services g WMI Control E SQL Server Configuration Manager H A Indexing Service Inte
18. LURL_NAME property On the Property Pane menu click Modify Extra Properties Robber Tree Organizational Forms Library File Action Special Folder MOG Property Pane ther Hierarchy Table Public Root Property Name s IPM_ SUBTREE be PR_OBJECT_THPE MIN_IPM_SUGTRIBE i PE OFFLINE FLAGS T BFORMS REGISTRY ES PR_PARENT_ENTRYID Organizational Forms Library Tt pR PARENT SOURCE KEY Events Root ES PR_PREDECESSOR CHANGE LIST W OFFLINE ADDRESS BOOK TS PR PROPIE ABP ALLOW RECO m PEL PUBLISH IN ADDRESS BOCE PS PR QUOTA SEND THRESHOLD P be PE QUOTA WARNING_THRESHOLD P 5S PR_RECORD_ KEY ARC PR REPLICA SERVER IB PR_REPLICA_VERSION PS PR_RESOLVE_METHOD SS PR AULES DATA ar PR_SEARCH_KEY 8 PR_SEQURE_IN_SITE 8 PR_SEQURE_CRIGINATION HE PR_SOURCE KEY ES PR_STORE_ENTRYTO SS PR_STORE_AECORD KEY TS PR_STORE_SUPPORT MASE PR_SUBFOUDERS FPR_URL_ NAME FR OWAScratchPad 45702040 TF275 4605 1043 856 1 E SCHEDULE FREE BUSY echema rook StoreEvents 4 52820AC Th25 4665 9043 030 1852 T a rja Contents 0 Assoc Contents 0 Number of Properties 72 Properties from IMAPIProp GetPropsi aE Ora 1 Oz 2656101 Oe Oo 6SE 201 Oe tebe Se0008 thc SF EAO00E Ot OO xb 2 ODS Cet P a0 1 Oz Dhik LE Coober 4 PETOA Oo SFEIO1Oe Oa S001 e 066200006 Oa ETME 265600 Oe CheDFFEO1 OE ipai Pao Cie to LE i m iia DpH P Os670700LE FT_BINARY PT_BINAR
19. NRN Return Receipts The message class can be found in the Exchange Property PR_ MESSAGE_CLASS It is possible to define which message classes SHOULD be archived Click Add New a er le Therefore Therefore Connector ProfileEdit Additional Setings Conditions Skip by Subject Skip by Folder Message Classes Define which Exchange Message Classes should be archived Message Class IPM NOTE ARCHIYE IPM SCHEDULE ARCHIVE REPORT IPM NOTE IPHAN DELETE ONLY 6 the Add Message Class dialog box will open Enter the name of the message class You can use the wildcard to include all subclasses Under Processing Type if Archive is selected all e mail messages of this message class will be archived If Delete is selected all E Mail Messages of this message class will be deleted only Note Use this setting with care as incorrect usage could lead to loss of important information Add Message Class Message Class REPORT IPM NOTE IPNFIN Processing Type Archive Delete only OF Cancel 7 It is also possible to define what should happen to the original email after archiving to Therefore See the following table for details 48 oO Therefore Connector Therefore ProfileEdit Conditions Skip by Subject Skip by Folder Message Classes After Archiving ox f Create Stub Leave Unchanged Delete ls Exchange 2007 Journal E Create Stub Leave Unchanged Delete Is E
20. Text Query x Please enter vour Full Text Query Invoice 2006014 Query Results double click to open A administrator adosdemo xxx A administrator adosdemo xxx 3 administrator adosdema xxx A administrator adosdema xxx A administrator adosdema xxx A administrator adosdema xxx a administrator adosdema xxx 2 administrator adosdemo xxx A administrator adosdemo xxx lt 4 administrator adosdemo xxx 3 administratormM adosdema xxx p I Oe 1 I I Michael Suyama Michael Suyama Michael Suyama Michael Suyama Michael Suyama Michael Suyama Michael Suyama Michael Suyama Michael Suyama Michael Suyama Michael Suyama ae I L Entry check for Invoice 2006014 Entry check for Invoice 2006014 Entry check for Invoice 2006014 Entry check for Invoice 2006014 Entry check For Invoice 2006014 Entry check For Invoice 2006014 Entry check for Invoice 2006014 Entry check For Invoice 2006014 Entry check For Invoice 2006014 Entry check For Invoice 2006014 Entry check For Invoice 2006014 1 I oF T ol PS ee Add in for Microsoft Outlook Web Access Therefore 3 Add in for Microsoft Outlook Web Access The OWA add in is an optional component installed on the server where Exchange OWA is intstalled It is a plug in into OWA that allows the user to access stored email directly from OWA This plug in is only required for a Scenario 3 situation where e mails are deleted from Exchange and only a stub link to the e m
21. Y PT_BINARY PT_LONG PT BOOLEAN FT_LONG FT_LONG FT_BINARY PT_STRINGS PTER PT_LONG FT_BINARY FT_BINARY FT_BOOLEAN FPT_BOOLEAN PT_BINARY PT_BINABY PT_BINARY FT_LONG FT_BOOLEAN 3 0 db 46 ph OOOO A447 SAS ch 22 bb 24 PAE SeT ch 23 bb 16S IRADE H3 True a le be i greg res db 46 ind OOOO A447 SAS EXTEST DEMO See 9 De SS cb 9 ipb gae dh Be be a PS Fgh False ch 22 bb P24 PSS ASSES Seo Co 180 iph 0O00O000C4 BEL OCSE cb 16 pb Lao 1 1 COooeC Br 3 Fe Click Add and then click Select Property Tag Click PR EFORMS_LOCALE_ID in the list and then click OK to close the Property Selector dialog and OK again to close the Property Tag Editor e ee Therefore Connector Folder Tree Organizational Forni Library j l E i lO xj Fle giire Special Fokder MDG Property Pane Other Hierarchy Table E Pubic Root l Pranarhy Mamefe ld tan il ten ETT aji TPI _ SUE Property Tag Editor Mi _ DP E ER PR_EFCAMS REGISTRY _ENTRYID Cxteci010c C PT_ BINARY i 6 A red icon is displayed next to the newly created PR EFORMS_LOCALE_ID property Double click this pro perty folder Tree Organization Forme Library File Actions SpecialFokder MDG Property Pare Other A Pubes Pont j IPM _ SUE THEBE TEO MESSAGE SIZE Ex E NDN IPH _ SUG TREE TAPRE DELETED MSG COUNT BRORMS REGISTRY TS PR _DELETED NORMAL MESSAGE ganizational Forms Libr
22. _ DistinguishedName User lt Therefore Mail gt ExtendedRights ms Exch EPI May Impersonate 4 After installation you will find the file registry xml in the folder Inetpub wwwRoot TheExchOWA Setup This file registers the add in for OWA on the Exchange Server for the custom Therefore Message Class IPM NOTE ARCHIVED Open registry xml in a text editor and edit the URL to TheExchMsg2k7 aspx to match your system VI O Therefore Add in for Microsoft Outlook Web Access fj registry Notepad E iol xl File Edit Format View Help lt Registry xmins http schemas microsoft com exchange 2004 02 Tormsregistry xsd Name Premi umExtens 1 ons Inher itsFrom Premium TsRichc lient true gt Experi ence Name Pr emi um gt lt Client Application MSIE Client Application MSIE N Client Application MSIE lt ApplicationElement Name lt ElementClass Value IPM NOTE ARCHIVED gt lt Mapping Action Open Form https webserver Theexchows Theexchmsg2k7 aspx gt lt Elementc lass gt lt Applicatione lement Experience lt Registry gt 5 Copy this file to c program files microsoft exchange server client access owa forms custo mization This folder should already contain the files registry xml template and UIExtensions xml template Restart the IIS Now every request to an archived e mail with Message Class IPM NOTE ARCHIVED should be redirected g If the customization folder i
23. ail in Therefore is left When a user opens an e mail stub a request is sent to the OWA Add in which contacts the Exchange Server to get the document ID and then gets the e mail from Therefore via the Web Service on the Therefore Server The user can then view the contents of the email in Microsoft OWA but the e mail is not restored to the exchange server and the contents will be lost once the e mail is closed This setup is NOT required for Scenario 2 since e mails are not deleted from the Exchange Server and are hence available as before 3 1 Installation Before installing the Outlook OWA add in please read this document carefully The add in must be installed on the same server as Outlook Web Access components In 2003 typically the Exchange Server itself but in 2007 could also be an OWA Web Server A For OWA integration with Exchange 2007 Exchange 2007 SP1 or later is required 1 Installation of the Outlook add in is started from the distribution CD This is done by launching the Setup exe program in the Therefore Connector for Microsoft Exchange OWA Add in directory ji ADOS Exchange Connector Addin for OWA InstallShield Wizard ey xi Welcome to the InstallShield Wizard for ADOS Exchange Connector Addin for OWA 6 5 0 The Installshield R Wizard will install 4005 Exchange Connector Addin For OwA on your computer To continue click Next WARNING This program is protected by copyright law and internation
24. al treaties 1 The license dialog will appear Click Next once you have accepted the license terms 59 Therefore Add in for Microsoft Outlook Web Access iy ADOS Exchange Connector Addin for OWA Installshield Wizard License Agreement Please read the Following license agreement carefully 1 Grant of License This is a legal Agreement between you and ADOS Corporation The terms of this Agreement govern your use ofthis program By requesting this program you are agreeing to be bound by this Agreement Ifyou do not agree to the terms ofthis Agreement please immediately erase the program package from your computer memory In consideration for your payment of the license fee which is your purchase price of the program ADOS Corporation grants to you a nonexclusive right to use the software only on the multiple computers up to the numbers as described in your Cancel 2 Click Next when finished ji ADOS Exchange Connector Addin for OWA InstallShield Wizard Destination Folder Click Next to install to this Folder or click Change to install to a different Fi Install 4005 Exchange Connector 4ddIn For OwA to CHInbe pub wawwRoob Abo sEschoyy a Installshield lt Back Mexk gt Cancel 3 The Ready to Install the Program dialog will open Click Install 3 2 Configuration 3 2 1 Outlook Web Access 2003 1 Start the set up file OWASetupWiz exe which is stored in the Therefore Conne
25. are trademarks of International Business Machines Corporation in the United States other countries or both Kofax Capture Ascent VirtualReScan and Adrenaline are the trademarks or registered trademarks of Kofax Inc in the United States and other countries eCopy ShareScan and eCopy Desktop are the trademarks or registered trademarks of eCopy Inc in the United States and other countries Adobe is either a registered trademark or trademark of Adobe Systems Incorporated in the United States and or other countries While care has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed August 2009 Contact documentation therefore net i ee Therefore Table of Contents Connector for Microsoft Exchange Server l 2 3 Therefore COMMCCE OF acsa cena sendsaracinerixetenbeed dened eeonsnusauecaneyiemioatemddisel oamsadnacenunetaedeahoeddentevenseis 8 Tel System RE GUIS IMOIAUS sirnane aaa AAAA kA A ERREA ARARA 8 L2 Installation sanpo nanne EARNE ANAE R ENAA ANRA NA AATAKE AAEREN A RAE AAAA A ARAKAN NAAA ARARNAR 9 b
26. ary m PR_DESIGN_IN_PROGRESS 8 PR_DISABLE PERSEE READ ML Pe DEPLAY MAHE FPA DIESPLAT Tien DISPUT TYPE Events Root OFFLINE ADDRESS BODE OWAScratchPad 452020AC TF25 4605 9043 0501 root rt Lut ain t re E ie f T ShoreEvents 452828AC TF25 4685 9043 8381052 EE PR ENTRI PR _MEMBER_ENTR Of PTLRINARY ob 46 ipb O0O00n0l A477 Ta PR_EXTENDED ACL DATA taig PT_BINARY cb ig ipb oiiaii diddi PR FOLGER OED cout 53 PT_LONG a LS PR_POUDER_TYPE O03 FT LONG 1 a PR HAS MODERATOR RULES KPO PT BOOLEAN Fake il PR_HAS_RLLES PT_BOOLEAN Foke E PR_ CS_CHANGE_KEY 6550102 FTLBINARY ch 44 pb 9 TO PR_INTERNET_ARTICLE_NUMBER 3 PTLONG 86 ORR _LAST_MOOIFDCATION_TIME l PT SYSTIME G8 10 39 245 AM 1ole2 ano7 Z PR_LAST_MOOIFIER_SaD PTLBINARY db 23 ipb Q1OSQQOOOOONONOS 1500 PR LOCAL _COMMIT_TIME MO PT_SYSTIME Aaaa AM oza PR LOCAL COMMET_TIME_Max oA PT_SYSTIME Aiwa 4M ar HS pR MAPPING SIGNATURE CeOFFEOLOG PT_BINARY cb 16 ipb S24PSBsageebes4ss 2S PR MOE PROVIDER OKMIADIOZ PT_BINARY gb 16 ipb TEECFAPOAFFTIICDOBC Iire MESSAGE SIE gi PT LONG e pA NT SECURITY DESCRIPTOR rardi PT BIMARY A 7 The Property Editor dialog will open In the Unsigned Decimal box type the desired locale ID and then click OK e g 1033 for English 1040 for Italian for other IDs see http msdn2 micro soft com en us library aa579489 aspx Click Ok when done and then exit the MAPI Editor 23 Therefore Therefore Connector a Folder T
27. be on Week End valid on weekdays Re stub Restored The number of days that a retrieved e mail stays in the user s Outlook folder Items after before being re stubbed removed again can be set If set to 0 the e mail will not be automatically stored to Therefore and stubed again 1 3 3 2 Create Profiles Profiles define which e mails should be stored to Therefore Filters can be defined to prevent certain emails e g SPAM from being stored Profiles can be added edited and removed 1 Click Add New to create anew profile Profile lD Profile Name Message Age Days Message Size KB Default STUB g0 al Cancel gt l Add Hew E dit Remove 2 The Profile Edit dialog will open Configure this as explained in the following table oO Therefore Connector Therefore ProfileEdit Additional Setings Conditions Skip by Subject Skip by Folder Message Classes Profile ID Profile Name P Lancel Message Age jo Days Condition f Message Size lo KByte Skip Unread a Message Store Size lo ME Profile Name Enter a name for the profile Message Age The minimum age of e mails to be stored Condition Message age and message size can be linked with either an AND or OR condition Message Size The minimum size of e mails to be stored Skip Unread To stop unread messages from being stored check Skip Unread Message Store The minimum size of the whole message store before queuing w
28. ctor for Microsoft Exchange OWA Add in directory 2 Select Exchange Server 2003 Install Repair and click Next 60 Add in for Microsoft Outlook Web Access Therefore ows Add In Setup Wizard k x This OWA Add In Setup Wizard will guide you through the Configuration of the OwA Integration of the Therefore Connector for Exchange Server Configure OwA Add In for Exchange Server 2003 Remove Exchange Server 2007 3 Enter the Therefore Web Service URL For retrieving e mails stubs from Therefore the OWA add in needs to access the Exchange server to retrieve the document no The method of connecting to Exchange must hence be specified see the following table for details When done click Next OWA Add In Setup Wizard E Oy x Please define the basic configuration for the Therefore Connector for Exchange OwA Add In Therefore Web Serice URL Htt Pw GADOS TheExchwebSrf Exchange Connection Settings f Use Integrated Security C Connect with fired Credentials Username Password ros Mb ae Use Integrated Security The system attempts to determine the user credentials of the Exchange user using Microsoft OWA These credentials are then used by the OWA add in to retrieve the document no from Exchange Should this automatic recognition fail the user will need to enter their login credentials again For this connection to work it is necessary to change the acces
29. d Search View 2 es co ote Ss S r dk WE YOIDEs Ja5 ee 2 La a i E E TERET eee ee et ee ae LT ee er af ee ee ANN WAAL Figure 2 Add in for Microsoft Outlook eee Therefore Microsoft Outlook Web Access Add In The OWA add in is an optional component installed on the server where Exchange OWA is intstalled It is a plug in into OWA that allows the user to access stored email directly from OWA This plug in is only required for a Scenario 3 situation where e mails are deleted from Exchange and only a stub link to the e mail in Therefore is left When a user opens an e mail stub a request is sent to the OWA Add in which contacts the Exchange Server to get the document ID and then gets the e mail from Therefore via the Web Service on the Therefore Server The user can then view the contents of the email in Microsoft OWA but the e mail is not restored to the exchange server and the contents will be lost once the e mail is closed Microsoft OWA Internet Explorer a AWWA WT Microsofta Tver ANN Figure 3 The add in for Microsoft Outlook Web Access Therefor re ee Therefore Connector 1 Therefore Connector 1 1 System Requirements Microsoft Exchange Server Microsoft Internet Information Server Therefore Server 1 1 1 Category Microsoft Exchange 2003 or 2007 Server with the organizational forms library For OWA integration with
30. d Iv Index this resource images Wri Write J private m H J vti cnt Directory browsing a yti log Application settings H a P x Application name TheExchows Remove lJ _vti_script B q _vti_bxt Starting point lt Defaulk Web Site gt Thee a a Microsoft tera Configuration b Execute permissions scripts only Application pool ere a Unload 2 To enable debugging of the TheExchOW4A you need to define the following registry keys at HKEY_LOCAL_MACHINE S oftware Therefore Exchange OWA The settings are as for the TheExchWebSrv 67 Oo Therefore Upgrading from Previous Versions 4 Upgrading from Previous Versions Version later than 6 5 x are by default installed in a different folder c Program Files Therefore Exchange Connector In addition the Retrieval Web Service is installed in a different Web Directory which is now c Inetpub wwwRoot TheExchWebSrv l 8 9 Copy the Files Config xml and log4cplus properties from the old installation directory to the new one Check the accounts used for the Windows Services and the Web Service Install the new version Open the Therefore Mail Administrator Check if current configuration was upgraded correctly Especially check the Message Class definitions in the profiles If you want to enable OWA Viewing on Exchange 2003 make sure you check the checkbox Viewing in OWA 2003 in General Settings Re sav
31. data field length is removed The archived MSC file still contains all information only the Therefore index data is truncated Text to display instead of e mail it is possible to edit the standard text that will appear in the body of body a stub email The hash code is generated using the following mail properties 1 Mail subject PR_SUBJECT oe 2 Mail sender PR_LSENT_REPRESENTING_NAME 3 Mail sending time PR_CLIENT_SUBMIT_TIME 4 Mail body PR_BODY 5 Recipients in the mail each PR_RECIPIENT_TYPE and PR_EMAIL_ADDRESS 6 Attachments in the msg file binary s PR ATTACH_FILENAME PR_ATTACH_LONG_FILENAME 4 Configure the Storing service as explained in the following table General B Therefore Queueing Stoning Restoring Polling Interval mink fi Suspend Execution between lo an i Ignore Restriction on Week End g Cancel it Restub Restored Items after 2 Days 0 Do not restub automatically Polling Interval Set the interval for the process to be run A recommended operational setting min here is 30 minutes for simulation purposes choose 1 minute Oe Therefore Therefore Connector Suspend If it is required that the process not be run at certain times during the day then Execution this can be defined by selecting a start and end time for the process to be between suspended Ignore Restriction By selecting Ignore Restriction on Week End the suspended period will only
32. down in the list which is very important if a user is member of several groups If a user is member of several groups the first found setting is the one used for this user User settings also take preference over group settings Example Userl is member of Group and Group2 Group uses Profile Immediately and Group2 uses Profile After 60 Days If Group2 is listed before Group the Profile After 60 Days will be used for User Adding a New User or Group 1 To add a new user or group click Add New User Groups Public Folders Name sd Type Profile Profile Name LDAP Path 0K Cancel Edit Remove Refresh Group Memberships every E Days 2 This opens the Select Users or Groups dialog from which users or groups can be selected Select the user or groups whose e mails should be stored to Therefore Click OK when done D For Scenario 2 only the Mailbox User e g Therefore Mail needs to be selected ee Therefore Connector Therefore Select Users or Groups 2 3 es x Domain Object Type Users and Groups Search For Pie Account Operators ASSALAaCccOUNE Oper f Administrator ASSAAdministrakor Administrator assa com Buil EFi Administrators ASSA Administrators Adr FF Allowed RODZ Passwor 4554 4llowed ROD Mei ii Backup Operators 4554 Backup Oper Bac Fi cert Publishers 4554 Cert Publishers Met fii certificate Service DCO A554 Certificate Se aee
33. e and restore Logging is disabled Not applicable tasks is disabled ERROR All archive and restore task errors All queuing errors are Not applicable are written to the log file written to the log file INFO Detailed archive and restore Detailed queuing A statistical summary of the information for each folder action information for each simulated actions are logged is written to the log file folder action is logged in the log file DEBUG Detailed archive and restore Detailed queuing A detailed log for each mailbox information for all actions is written information for all and folder is generated to the log file actions is logged in the log file Therefore Therefore Connector TRACE Most detailed archive and restore Most detailed queuing A detailed log for each e mail is information level for all action information level for all generated details is written to the log file action details is logged 1 3 3 5 Web Service For the retrieval of e mails already archived to Therefore one user must be defined This can be the Mail Box user Therefore Mail defined earlier This user handles the internal traffic by retrieving the e mail and passes the retrieved message file to the Outlook client This user does not need to be linked to Microsoft Exchange but has to have at least retrieve rights for the e mail category in Therefore Enter the Username and Password for the relevant user After the user and the user s password is typ
34. e the password for the Web Service to the registry Click Save amp exit to save the configuration file Make sure that you have published the latest Outlook Forms details see here 10 If you want to enable OWA Viewing on Exchange 2003 you need to start the TheExchCrawler exe once fromthe command line This sets the necessary properties in all previously archived and stubbed e mails in order to enable viewing through Therefore Add In for OWA Log on with the Domain Account the services are configures to run with Therefore Mail This account has to have access to all Mailboxes Instead of logging on with this user account you can use the run as shell command in the command line window Open the command line and go to the installation directory of the Therefore Connector Execute TheExchCrawler exe console OWA2003 This command can be executed again at any time without problems Wait until the process is finished Depending on the number of archived e mails this migration can take up to several hours D For Scenario 2 only points 1 to 5 are required
35. eate items M Folder owner W Read items M Folder contact W Create subfolders M Folder Wisible Edit items Delete tems C None C None C Dwn C Own ooo ie All fe All Cancel Help 15 ei Therefore Therefore Connector i 3 1 2 2 Microsoft Exchange Server 2007 1 Open the Outlook Client right click on Public Folders and select New Folder 16 li Public Folders Microsoft Outlook X File Edit View Go Tools Actions Help Type a question For help i New r LA x w Post Reply 4 Reply fal Reply to All Forward fo Y Send Receive Q Search address books Folder List i f Search Public Folders To Do Bar All Folders Click here to enable Instant Search All Outlook Items tt GG From Subject Received Size Catego Y MDM DF 5 5 pai Mailbox Administrator There are no items to show in this view 123 A 6 Archive Folders amp 9 10 11 12 13 Public Folder i 7 14 15 16 17 18 19 2 71 ay Open 22 23 24 25 26 27 28 POPE ES Open in New Window 29 30 Data File Manage Send Link to This Folder ale Rename Public Folders Gii New Folder Add to Favorites No upcoming appointments Process All Marked Headers Process Marked Headers Open Other Folder Close Public Folders Arranged By Due Date Change Sharing Permissions Type a new task roperties for Public Folders There are no items to show F HK Online with Microsoft Exchange
36. ed in the dialog the information can be saved to the local windows registry on the Internet Information Server or it can be exported to a reg file for manual import to the Windows registry The username and password information is validated during the save operations An error message is displayed if the credentials are not correct Web Service Password Setup Please type in Username and Password for the Therefore Connector for Microsoft Exchange Server Web Service User Account Username Password Save to Registry Create reg File Cancel 1 3 4 Configure Windows Services After installation and configuration make sure that the installed Windows Services are defined to use the Windows Domain Account Therefore Mail that was given access to all mailboxes here oO Add in for Microsoft Outlook Therefore 2 Add in for Microsoft Outlook Microsoft Outlook Add In The Outlook add in is an optional component installed on client PCs which provides a toolbar with three features in Outlook Archive A user can manually add an e mail to the configured storage queue in the Therefore Job Folder The Storing services checks for queued emails saves themto Therefore and leaves a stub in Exchange Retrieve A user can fully fully restore an e mail from Therefore to Exchange Server The Restoring service checks for queued e mails and restores themto Exchange from Therefore The length of time the e mail will remain re
37. efore Connector are installed Configuration ID must be unique for every instance Otherwise use a value of 1 2 Configure the Queuing service as explained in the following table on several servers the Therefore OF Polling Interval min fi al Cancel Suspend Execution between f fp Ignore Restriction on Week End a Simulation Made C Yer No Polling Interval Set the interval for the process to be run A recommended operational setting min here is 30 minutes for simulation purposes choose 1 minute Suspend If it is required that the process not be run at certain times during the day then Execution this can be defined by selecting a start and end time for the process to be between suspended Ignore Restriction By selecting Ignore Restriction on Week End the suspended period will only be on Week End valid on weekdays Simulation Mode For testing the system set simulation mode to Yes When the system becomes operational change this to No 3 Configure the Storing service as explained in the following table Therefore Polling Interval min Suspend Execution between Therefore Connector Restoring mooo Suspend Execution between fo an fo Ignore Restriction on Week Erid amp Polling Interval mirn Cancel OF Cree Delete Successtul Jobs ooo eo Retry Error Jobs Gee eee Use Single Instance Storage lw Filter duplicate Items Shrink Indes Cata to
38. ent matter number This scenario does NOT require the Therefore Connector for Microsoft Exchange Server This functionally is provided by Microsoft Office integration which is a default feature in Therefore Please see the Therefore User manual for more details Scenario 2 All incoming and outgoing e mail traffic should be saved to Therefore and then stored on secure media E mails should not be deleted from the Exchange Server This is best solved by using the journaling functionality of the Microsoft Exchange Server Using journaling it is possible to forward a copy of every incoming or outgoing e mail to a pre defined mailbox The Therefore Connector can then easily access this mailbox save all e mails from there and then clear this journaling mailbox This process guarantees that ALL user e mails are saved but the user mailboxes are not affected at all This method ensures optimal performance and minimum load for the Exchange Server as only one mailbox needs to be processed For information on Exchange journaling please refer to Microsoft documentation Where acertain step does not pertain to Scenario 2 or where it only pertains to scenario 2 then this is indicated by the D icon together with an explanation Scenario 3 E mails defined by a policy should be saved to Therefore to free up space in the Exchange database thereby improving system performance This is solved by saving e mails from configured user
39. g the following command A Add PublicFolderAdministrativePermission Identity lt PublicFolderName gt User lt Mail Administrator gt AccessRights AllExtendedRights Inheritance SelfAndChildren Please refer to http technet microsoft com en us library bb310789 EXCHG 80 aspx if further details are needed 1 3 1 4 Publish forms to Organizational Forms Library The Therefore connector requires that two forms be published and a view for the Therefore job folder using the Outlook Client is available This configuration step can be carried out on any client 1 In Microsoft Outlook click Tools then Forms and then Design a Form 24 Sa eee Therefore Connector Therefore lol x Type a question For help Outlook Today Microsoft Outlook gt File Edit View Go Actions Help g iNew Ae SendiRec Send Receive Folder List All Folders El Eat Personal Folders A Rules and Alerts EE Calendar Gut of Office Assistant a4 Contacts S B gy outlook today ook Today Find Li Address Book Ctrl ShiFt 6 a June 08 2009 Customize Outlook Today a Deleted Items Mailbox Cleanup Inbox 0 A Drafts fal Empty Deleted Items Folder Drafts 0 Inbox a r Pae i IE Hina a Recover Deleted Items Ce Junk E mail hal Motes E Outbox HII Design a Form 3 Sent Items Choose Form E mail Accounts Customize
40. h the graphical Exchange Server Management Tools for Exchange 2007 these steps must be executed through the Exchange Command Shell For more in depth technical information on how to create and configure an Organizational Forms Library on Exchange Server 2007 please refer to Microsoft Knowledge Base Article at http support microsoft com kb 933358 en us 1 Open the Exchange Management Shell on the Exchange Server 2 Check whether an Organizational Forms Library already exists Get publicfolder identity NON_IPM_SUBTREE EFORMS REGISTRY Organizational Forms Library a ee ee Therefore 22 Therefore Connector If one exists then it can be used Otherwise use the following command to create a new form New PublicFolder Path ORGANI za Lonel Forms Library NON_IPM_SUBTREE EFORMS REGISTRY Name Now we need to set the language for the Organizational form Open the Microsft MAPI Editor Tool on the PC with Microsoft Outlook not on the Exchange Server The tool can be downloaded at http go microsoft com tlinkid 5684182 Create a MAPI profile if it is necessary On the Session menu click Logon and Display Store Table On the MDB menu click Open Public Folder Store do NOT select the administration privileges checkbox then click OK Expand Public Root expand NON_IPM_SUBTREE and then expand EFORMS REGISTRY Click the public folder that you created in step 1 For example click Organizational Forms Library Click the PR
41. i Aias User name TheExchowa z H tJ aspnet_client Password C ji i Secure commi _J _private J _vti_cnf J _vti_log J _vti_pvt M Authenticated access J _vti_script For the Following authentication methods user name and password H E wid be are required when ll a f anonymous access is disabled or at ft Sh Ly a Microsoft 5 arer oni gt access is restricted using NTFS access control lists V Integrated Windows authentication Digest authentication for Windows domain servers Basic authentication password is sent in clear text NET Passport authentication Default domain Realm cout ee _ Connect with fixed This is the recommended setting and uses a fixed user with access to all mail credentials boxes Therefore Mail to access the document no This is achieved by impersonating all Exchange user accounts 4 The final step is to define the Exchange server name and the URL to the Therefore OWA Add in Furthermore the user to connect to the Exchange Server web store and save this configuration It is recommended to use the Therefore Mail user for this 62 _ _ Add in for Microsoft Outlook Web Access Howa Add In Setup Wizard eS lolx Please define the settings below to install the Therefore Connector for E schan In OWA 200a Web Store Exchange Server Hame JEXC2003 URL to Therefore Oia http EXC2003 T hee schit Connect 4 lzemame SAAS administrator Password fess amea
42. ick on TheExchWebSrv Select Properties in the context menu and then click on the Virtual Directory tab In the Application pool combo box select Therefore Exchange WebService Then click OK i ae Therefore Therefore Connector Ci Computer Management mi File Action View Window Help am St e fe eo S gt m i Local Users and Groups Performance Logs and Alerts TheExchWebSry Properties Removable Storage Virtual Directory a Disk Defragmenter fGen Disk Management Fle rvices and Applications HTTP Headers Custom Errors ASF MET Documents Directory Security The content For this resource should come From 4 directory located on this computer E d Telephony A share located on another computer or Services i 4 redirection to a WIRL gt WMI Control H a SOL Server Configuration Manager Local path C Inetpub wawwroot TheExchwebSrw Browse E Indexing Service El 1 is J Internet Information Services 115 M HJ Application Pools E Script source access M Log visits IW Read IY Index this resource Write 5i 4 Web Sites l at Default web Site Directory browsing m i TheExchwebSrw Application settings H aspnet_client E Web Service SE Application name The Exchange Mail Retrieval Web 5 Remove Fa Default SMTP Virtual Server hai Starting point lt Default Web Site gt Thee l Configuration D Execute permissions Scripts only Application pool eae
43. ilbox Administra 3 Calendar Calendar Messages S Contacts 3 fa Deleted Items Inbox F Drafts 2 f Drafts E Inbox 1 Outbox Le Journal Lig Junk E mail Notes TE Outbox Lf RSS Feeds J Sent Items wi Tasks LG Search Folders a Archive Folders El EJ Online with Wlicrosoft Exchange Archive Select one or more e mails you want to archive Press the Archive button A message window is displayed requiring confirmation that the selected messages have been queued for archiving The message or messages will be archived later by the archive task The successful storage of the message can be recognized if the icon of the message has changed and the message text This message has been archived to Therefore is displayed Restore Select one or more archived e mails you want to restore Press the Retrieve button A message window is displayed requiring confirmation that the selected messages have been queued for restoring The message or messages will be restored later by the restore task The successful restore of the message can be recognized if the icon of the message has been changed again i Therefore Add in for Microsoft Outlook Search Press the Search Button in the icon bar of Microsoft Outlook In the displayed Dialog enter your Full Text search and press Search If any matching document are displayed in the Hitlist below you can view the E Mail by double clicking the entry in the Hitlist Full
44. ill begin Size 3 E mails can be excluded based on the content of the subject line Click Add New and then enter a string for typical SPAM emails or other e mail that should not be saved Therefore Therefore Connector ProfileEdit Additional Setings Conditions Skip by Subject Skip by Folder Message Classes Do not archive if the Subject starts with one of these strings Cancel if C Immediately delete these Items Add Her Remove If Immediately delete these items is selected the e mail is not archived but immediately deleted This setting is only recommended for Scenario 2 where this will clear the copies of e mails 4 Whole folders can be excluded from archiving Click Add New and then enter a string for a folder that should not be saved All sub folders will also be excluded 46 oO Therefore Connector Therefore ProfileEdit Additional Setings Conditions Skip by Subject Skip by Folder Message Classes Do not archive if the Folder Path contains one of these strings ih Cancel Junk E Mail Private Add New Remove 5 Message classes in Outlook are used to differentiate different types of messages and display them differently in Outlook Message classes usually have different properties The default Message Class is IPM NOTE which contains all e mail messages Typical other message classes are IPM SCHEDULE Calendar Appointments or REPORT IPM NOTE IP
45. it View Script Help bption Explicit GLOBAL VARIABLES Dim g strTempFolder Dim g strFileID Dim g FullFileName CONSTANTS Const c WebServiceUrl http lt servename gt TheExchWeb5Srv TheExchGet aspx DocNo Const c litle hererore onnector for Microsort Exchange server Function Item Open Om Error Resume Next If DoRetrieve false Then Item Open False Exit Function End If Call InitThisForm Call Retrieve a Line 1 Col1 5 Click Tools then Forms and then Publish Form Therefore Connector gz Untitled Message HTML Design File Edit view Insert E Send fd amp Ga Format Actions Form Layout Options M Spelling Research Macro Customize Help dPage FA 3 caP Ge roperties Actions A B Zz U Choose Form Design This Form Design a Form Publish Farm Publish Form 45 Script Debugger 6 Choose Organizational Forms Library fromthe Look in drop down Give the form the name Archived and click Publish 29 OS Therefore Therefore Connector Et Untitled Message HTML Design a ese fuer savenate a File Edit wiew Insert Format Tools Actions Form Layout Help asend IA Ba Bowen B AJB ule a a H lE a or mms Edit Compose Page Edit Read Page Sl Se g7 FE Message PZ GH Fublish Form As Toa a Look In Organizational Forms Library Br
46. n one computer need to be enabled explicitly Click on an icon in the list below to change how a feature is installed Feature Description This feature requires 877KB on your hard drive Mail Retrieval Web Service ASP net WEB Service runtime for retrieval of archived e mails in Microsoft Outlook and full text search in Therefore Only Install to select this if you want to install the WEB C Program Files Therefore Exchange Change Service on the local Internet Information Server InstallShield web some cook Wee cot 5 The Ready to Install the Program dialog will open Click Install 1 i ee le Therefore Therefore Connector 1 3 Configuration 1 3 1 Microsoft Exchange Server Configuration of the Microsoft Exchange Server is needed before the connector can be used Due to differences in the user interfaces the configuration for Microsoft Exchange 2003 and Microsoft Exchange 2007 differs Please refer to the section that matches your version It is recommended that the configuration be done with an administrator account e g Mail Administrator 1 3 1 1 Define Mailbox User In order for e mails to be saved to Therefore permission to the relevant mailboxes must be granted The system account or the domain administrator account does not have and cannot be granted any access permission to the mailbox stores by Windows security policy 1 3 1 1 1 Microsoft Exchange Server 2003 1 Open the Ser
47. nnector Show Fields Maximum number of lines in compact mode lz Select available Fields From ThereforeArchive Job Available Fields Show these Fields in this order Odd gt ThearchiveError lt Remove lt Remove Hew Mew Field The rchiveStatus TheConfigi gt Properties Delete E Move Up Move pawn OE Cancel TheFromFolder TheFromstore TheJobTitle TheJobT ype 6 The new view will now appear in the list Click Apply View to save it 34 oO Therefore Connector Therefore khi Custom Yiew Organizer E 3 Tl x Views For Folder Therefore Job Folder COPY Table Modif Rename Delete Message Timeline All Mail and Post Folders Outlook Data Files All Mail and Post Folders Table Description Fields TheArchiveerror TheArchivestatus TheConfiglI0 TheFromFolder TheFromStor Publish Wud Group By Mone Sort Received descending Filter CFF only show views created for this Folder Apply view Close 7 When you now open the Therefore Jobs Folder this view will be used 1 3 2 Therefore Web Service On the Microsoft IIS the TheExchWebSrv service component must be configured to run in the appropriate application pool and to have proper access rights in the Web Inbox during document retrieval 1 In Computer Management open the Web Sites folder of the Internet Information Services and the right cl
48. o ConmOaLON anaa a aE AERA AAN AEEA AEAEE RAE Sa 12 Add in for Microsoft OutlooOK sssssssasnnsnnnnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn 55 2 1 Installation Se Configuration sssseennnnneennnnnneeennnnnnnnennnnnnnnennnnnnnnnnnnnnnnnnnennnnnnnn nn nnnnnnnn nenn nnnnne nnmnnn nenene mnene 55 22 Using the Outlook Add ossaa aaa a a 57 Add in for Microsoft Outlook Web ACCESS ccccceesceeeeeeeeeeeeeeeeeneeeeeeeeeneseneseneseneseeeseneenenes 59 Sol aa ON n E E 59 I CONO IO ain 60 4 Upgrading from Previous VersiOnss cccccccseceeceeceeeeeceeceeceeceeeeeceeeeeseeseeeeeseeeeeseeeeeseeseeseeses 68 a ee er ae Therefore Connector for Microsoft Exchange Server The Therefore Connector for Microsoft Exchange Server is a server and policy based tool to offload and save e mails in Microsoft Exchange to a secure storage location in Therefore There are primarily three Microsoft Outlook e mail archiving scenarios that are covered by the Therefore system The first is a manual procedure and is a standard Therefore feature which does not require the Thereofore Connector for Microsoft Exchange Server The second two are automatic functions an require the installation of the connector Scenario 1 Users need to save and index specific e mails to Therefore For example in a lawyer s office an e mail pertaining to a certain legal case can be saved to Therefore and indexed using the cli
49. on fail the user will need to enter their login credentials again For this connection to work it is necessary to change the access rights for the TheExchMsg2k3 aspx file so that the connecting user account can be impersonated This is done using via the IIS Service Manager in Computer Management 1 In the Web Sites folder open the Default Web Site sub folder and select TheExchOWA 2 In the right pane right click on TheExchMsg2k3 aspx and select Properties from the context menu 3 Click the File Security tab Then click Edit in the Authentication and Access frame Make sure that Enable anonymous access is NOT checked and then click OK oO Add in for Microsoft Outlook Web Access Therefore ioj x E 181 xl e amp xX Be PENR hE chMsg2k3 aspx Propertie 2 x ig Internet Information Service Name File File Security HTTP Headers Custom Errors ASP NET J Application Pools bi i tie Sites i 2 Authentication and access control at Default web Site a Enable anonymous access and edit the ns sis authentication methods for this resource ii vti_bin Global asax b gt __ Edit T Ea sea TheExchMsg2k3 ____ eo Dawa hen Pade am 2 a Microsoft serve i Web confia c 1 Enable anonymous access E OMA A Use the Following Windows u
50. owse ce Archived THEURL Il hll III I I I i ili BET aer oe a e Display name Archived Publish echi Cancel Form name Message class IPM Note Archived 7 Next publish the form IPM Post TheArchiveJob This is done in the same way except the script does not need to be changed This time however give it the name TheArchiveJob 1 3 1 5 Create a View for the Therefore Job Folder In the public Therefore Job Folder all messages that are waiting to be stored are listed and can be viewed in detail Every task is posted with its status see table below A double click on the list entry opens the job form A job that caused an error can be retried by pressing the Retry Job button To get a better overview on the job queue a custom view for the job folder should be created See the tables below for details on message status and available fields for the customizing the view WAITING The message is queued and waiting for archiving SUCCESS The message was archived successfully ERROR The message could not be archived successfully An error message will be displayed Job Type Describes the type of job Archive or Restore From Store Name of the Mailbox owner or Public Folder ae Therefore Connector Therefore From Folder Path to the message item in the Mailbox or Public Folder Subject Subject of the message Created on Date of job creation Created by Name of creating user
51. r computer To continue dick Next WARNING This program is protected by copyright law and international treaties A Therefore Connector for Microsoft i Exchange Server InstallShield Wizard E a Installshield 3 Select either Complete or Custom installation 10 Therefore Connector Therefore Connector 7 Therefore oe Setup Type Choose the setup type that best suits your needs All program features will be installed Requires the most disk space Choose which program features you want installed and where they will be installed Recommended for advanced users InstallShield 4 If Customis chosen the following options are available In this section the components of the Therefore connector can be selected for installation Since the connector supports a distributed architecture not all components must be installed on a single system Click Next when done iz Therefore Connector for Microsoft Exchange Server InstallShield Wizar i xj Custom Setup Select the program features you want installed Conncector Core Components Must be installed as it contains the core components for the Connector Offload Restore Windows Services Runtime for the Connectors Windows Services for QUEUING STORING and RESTORING Note that all of the three Windows Services will always be installed All Services need to be started manually after installation All Services needed o
52. ree Organizational Forms Library Fis Attest Oparia Paa MDG Property Pane Offer Heeranchy Table E Public Root Value IPM _SUBTREE Ta PR_DELETED_MESSAGE_SITE_EX 0 MQN_IPM_SUBTREE TS PR_DELETED_MSG_COUNT e66400008 FT_LONG a EFORMS REGISTRY Property Ea oli tesco PT a Organizational Forms Library PT_BOOLEAN False E A E PT ees ik r OWAScratchPad 452B28AC 7F25 4685 0043 83 Tae on E SCHEDULE FREE BUSY Ead PERM PT LO Em CeO Fear E MOT FO PT_BINARY cb 44 ipb OO000000 IAHT TAAA FPT_BINARY cb 16 ipb 000000OTI 10000000 PT LOG O PT LCIS l PT_BOOLEAN Fake PT BOOLEAN Fale PT_BINARY eb 44 ipb S4PORSASRADERESS700 FT_LONG 7 PT_SYSTIME O08 0 39 265 AM 1022 2007 PT_BINARY ch 28 ipb OIOSOOONO00000051500 PT_SYSTIME 06 10 39 312 AM 10 22 2007 PT_SYSTIME 08 10 38 999 AM 10 22 2007 eee i PT_BINARY cb 6 ipb SMPORSASREDESESS700 T pR MDS PROVIDER PT_BINARY cb 16 ipb 7662FA7DAFF7 1ODS6C TS PR MESSAGE SIZE P te0RO80003 PT_LONG E PR NT SECURITY DESCRIPTOR OMPE270102 FT_BINARY cb 192 ipb OBDONGOO00000000010 7 F E Storefvyente 45202A TAS 65 AB 4l___________ 3 If the configuration is being done with an administrator account with sufficient rights then specific permissions for publishing forms to the Organizational Forms Library do not need to be set If however this is not the case and you need to change the permissions for the account Mail Administrator This can be done usin
53. rnet Information Services 11S M J Application Pools Web Sites EG Default web Site Gl TheExchwebSry f aspnet_client A Web Service Extensions i Default SMTP Virtual Server T 3 Finally to enable debugging of the TheExchWebSrv you need to define the following registry keys File Therefore SAP IS File Security HTTP Headers Custom Errore ASP NET Authentication and access contral Enable anonymous access and edit the User name Password Realm Use the Following Windows user account For anonymous access Authenticated access For the Following authentication methods user name and password are required when anonymous access is disabled or access is restricted using NTFS access control lists I Integrated Windows authentication T Digest authentication For windows domain servers Basic authentication password is sent in clear text NET Passport authentication Default domain authentication methods for this resource Edit IUSR_WiSTESTEace BrOWSE sessssssss Select Po Select cm ie at HKEY_LOCAL_MACHINE S oftware Therefore Exchange 37 a ea Therefore Therefore Connector m Registry Editor O x File Edit View Favorites Help Exe ecopy Name Type Data H Gemplus ab Default REG SZ value not set HL Google lag Thectary REG DWORD oxo0000012 18 a GTK lab ThePassword RE 52 MLSNOOSM ile D
54. rom Subject Received Size Categ Group By Arrangement Label descending Sort Received descending Filter CFF only show views created for this Folder Goply view Close 3 Name the view ThereforeJobView select Table as Type of View check the appropriate radio button normally visible to everyone and then click OK oO Therefore Connector Therefore Create a New Fiew Name of new wiew Thereforellobiview Type of view Business Card Day week Month Icon Can be used on This folder visible to everyone This Folder visible only to me C All Mail and Post Folders cancel _ 4 The Customize View dialog will open click on Fields Customize Yiew ThereforeJob iew Description Importance Reminder Icon Flag Status Attachment Fro Group By Mone Sort Received descending Filter GFF Other Settings Fonts and other Table view settings Atomatic Formatting User defined Fonts on each message Format Columns Specify the display Formats For each Field Kesel Current view OK Cancel 5 Select the ThereforeArchivejJob in the drop down list Remove all standard fields then add all fields to be shown in the view to the right side pane See screenshot below Click OK when done This will take you back to the Customize View dialog where various other settings can be altered see Outlook documentation 33 i ee Therefore Co
55. rr Therefore Field Length M Text to display instead of E Mail Body after archival Thi Document was archived to Therefore To open the document please double click on the message item Set the interval for the process to be run A recommended operational setting here is 30 minutes for simulation purposes choose 1 minute If it is required that the process not be run at certain times during the day then this can be defined by selecting a start and end time for the process to be suspended Ignore Restriction on Week End By selecting Ignore Restriction on Week End the suspended Delete Successful Jobs Retry Error Jobs Use Single Instance Storage period will only be valid on weekdays Therefore Jobs that have been successfully archived can be deleted from the public Therefore Job Folder by checking Yes for Delete Successful Jobs while testing it can be set to No so that individual jobs can be investigated Check Yes for Retry Error Jobs This will automatically re try any problem jobs the next time the job folder is polled By checking Use Single Instance Storage all archived e mails will be identified by a hash code see info box below Duplicates will be filtered out so as not to be stored in Therefore multiple times oO Therefore Connector Therefore Shrink Index Data to Therefore By checking Shrink Index Data to Therefore Field Length any Field Length information that exceeds the Therefore index
56. s missing make sure Exchange 2007 SP 1 is installed 3 2 3 Therefore OWA Web Service On the Microsoft IIS the TheExchOWA service component must be configured to run in the appropriate application pool and to have proper access rights in the Web Inbox during document retrieval 1 In the WEB SITES folder of the IIS Service Manager open the DEFAULT WEB SITE sub folder Select Web Service TheExchOWA and open the context menu with a right mouse click Select Properties in the context menu Click on the Virtual Directory tab In the Application settings frame select the appropriate Application pool Exchange 2003 ExchangeApplicationPoolL Exchange 2007 MSExchangeOWAAppPool Any pool including custom pools can be used Click OK when done P eee Add in for Microsoft Outlook Web Access Therefore Lt Computer Management m File Action View Window Help e s AmE Eel e mA wi z A Information Service PPAS TA Properties eS aj xj E Application Pools o a 7 Web Sites HTTP Headers Custom Errors ASP NET aE Default Web Site Virtual Directory Documents Directory Security k o The content For this resource should come From admin Hig Exchange A directory located on this computer H Exchweb 4 share located on another computer Fla Microsoft Server A redirection to a URL Fy Oma ib Public Local path CInetpublwianaroot Thebxchow a Browse H m Script source access ca Log visits E espe ene IW Rea
57. s rights for the TheExchMsg2k3 aspx file so that the connecting user account can be impersonated This is done using via the IIS Service Manager in Computer Management ee a Therefore Add in for Microsoft Outlook Web Access 1 In the Web Sites folder open the Default Web Site sub folder and select TheExchOWA 2 In the right pane right click on TheExchMsg2k3 aspx and select Properties from the context menu 3 Click the File Security tab Then click Edit in the Authentication and Access frame Make sure that Enable anonymous access is NOT checked and then click OK Computer Management o 10 x lm Fie Action view Window Help laj xl 4 a E x F E E E TheExchMsg2k3 aspx Properties 2 xI Name File File Security HTTP Headers Custom Errors ASP NET _J bin 4 Internet Information Service a J Application Pools Authentication and access control E Web Sites E Logs i fe Default Web Site D setup paren a ar ro edit the kes 4 authentication methods for this resource i vti_bin Global asax b gt Edt t a mer TheExchMsg2k3 n ji 4 eel TheExchMsg2k7 IP address Ma Authentication Methods x i O meroscft server y E Web cont p T Enable gious ces 5 OMA A Use the following Windows user account for anonymous access
58. ser account for anonymous access ji iat User name TheExchowa Ez H tJ aspnet_client Password S9eeS99008 E J phat sad Secure commi Hid private E _vti_cnf H _vti_log H _vti_pvt Authenticated access E _vti_script For the following authentication methods user name and password 4 29 vd be are required when a eS _ i anonymous access is disabled or E Microsoft morf on s access is restricted using NTFS access control lists V Integrated Windows authentication Digest authentication for Windows domain servers Basic authentication password is sent in clear text NET Passport authentication Default domain Realm cout _ Connect with fixed This is the recommended setting and uses a fixed user with access to all mail credentials boxes Therefore Mail to access the document no This is achieved by impersonating all Exchange user accounts and requires that two commands are executed on the Exchange server shell See http msdn microsoft com en us library bb204095 aspx for more details Configure Exchange Impersonation on a server for a user Get ExchangeServer where _ IsClientAccessServer eq STRUE ForEach Object Add ADPermission Identity _ distinguishedname User Get User Identity lt Therefore Mail gt select object identity extendedRight ms Exch EPI Impersonation Configure Exchange Impersonation for a user ona database Get MailboxDatabase ForEach Object Add ADPermission Identity
59. stored can be configured Search A user can perform full text searching against all e mails in Therefore for which they have read access This begins a Search process which searches the Therefore system via the Web Service on the Therefore Server The user is then provided with a hit list of matching e mails Selecting an e mail begins a View process which gets the e mail from Therefore and opens it for viewing Note the email is not fully restored and the contents will be lost when it is closed In addition when the user retrieves a saved e mail this add in displays a pop up informing them that the e mail is being fetched from Therefore 2 1 Installation amp Configuration Before installing the Outlook add in please read this document carefully The client PC where the Outlook add in will be installed must have either Microsoft Outlook 2003 or 2007 1 Installation of the Outlook add in is started from the distribution CD This is done by launching the Setup exe program in the Therefore Connector for Microsoft Exchange Outlook Add in directory ae er Welcome to the InstallShield Wizard for ADOS Exchange Connector Addin for Outlook 6 5 0 The InstallShield R Wizard will install ADOS Exchange Connector Addin For Outlook on your computer To continue click Next WARNING This program is protected by copyright law and international treaties g 2 The license dialog will appear Click Next once you
60. syNOkSNT cxehiMyO201 NDceNT gO Hyperionics lab TheUserMame REG SF ADOSADOSExConadmin veo 9 FilterShop H E InstallShield Fl JAM Software H A Java5oft H Microsoft H E Mozilla H E mozilla org ees MozillaPlugins H E ODBC H A oix H E Pixel Translations fl Policies te 9 Program Groups H E RAINBOW TECHNOLOGIES of 9 Registeredapplications fq sec H E VMware Inc LEAL SYSTEM tja My ComputeriHKEY LOCAL MACHINE SOFTWARE ThereforetExchange WebService Zz LogFileName Path for LOG file The UserID whose credentials are used for the Application Pool needs to have full access to this path Otherwise no Log File will be created LogLevel OFF Logging for archive and restore tasks is disabled ERROR All archive and restore task errors are written to the log file INFO Detailed archive and restore information for each folder action is written to the log file DEBUG Detailed archive and restore information for all actions is written to the log file 1 3 3 Therefore Connector All server side settings for the Therefore connector are set in the Therefore Mail Administrator application After installation you can find this application in the Therefore program menu Daa Therefore Therefore Connector Therefore Connector for Microsofti Exchange Ser l Joj x ae Erofiles Add s Remove User Change Logging Settings Setup Web Service Create Web Semice Password 1 3 3 1 Configure the
61. tallation f which can be imported directly into the Solution Designer oO Therefore Connector Therefore 1 1 2 Category Permissions Therefore Mail User Account Create a user e g Therefore Mail who has full access to the category General Users Groups Define the general users groups who should only be able access their own e mails Give them Access Category and Execute Query rights Do NOT give View Document in Hitlist and Open Document rights Security x Group and user names f ADOSExConn EXC gii Domain Admins EXC AEMAILARCHIVE EXC Add Remove Permissions for EMAILARCHIVE EXC Allow Deny Access category Execute query View document in hit list Open document Print document Export send document View document history View annotations Hide annotations ES eS E Inherit permissions from the parent object Advanced permissions 1 2 Installation We recommend that this installation is not attempted without assistance froma Therefore consultant Please also read this document carefully and review the requirements table 1 Run the Setup exe file in the Connector for Microsoft Exchange directory Click Next to start A Therefore Connector for Micro soia p e Server Insta Wizard do C TET TT ae y NT nee eee tare i Therefore ea Exchange Server 7 0 0 The InstallShield R Wizard will install Therefore Connector for Microsoft Exchange Server on you
62. tity ExtendedRights Receive As If the Therefore user is not mailbox enabled in Exchange 2007 the execution of this command will fail The user s mailbox can be configured in the Exchange 2007 management console or 1 the with the respective command in the Exchange Command Shell Enable Mailbox Identity lt UserIdParameter gt Alias lt AliasName gt Database lt DatabaseldParameter gt You can find more detailed technical information about this command at http technet microsoft com en us library bb124403 as px 1 3 1 2 Create Therefore Job Folder For all messages queued by a process a Therefore job is generated in a public folder on the Exchange Server This public folder must have a pre defined name and must be located below the path Folder Public Folder in Microsoft Exchange i ee Therefore Therefore Connector 1 3 1 2 1 Microsoft Exchange Server 2003 1 In the Folders section of the Exchange System Manager right click on Public Folders Select New from the context menu and then Public Folder E Exchange System Manager File Action View Window Help e s Alm iBex Enlem 3 exc2003 Exchange Public Folders Connected to Exc20033 _ 9 Global Settings n Details Find H Recipients Fi Servers Folder Name Date Created z eee UU Internet Newsgroups 9 12 2008 2 31 PM H Tools Ai Folders a Rien a Internet Connect Eo View System Folders Send Hierarchy
63. vers section of the Exchange System Manager Open the First Storage Group and right click on Mailbox Store and choose Properties in the context menu Select the Security tab add the user Therefore Mail and allow ALL permissions Click OK when done e Exchange System Manager ae E Ioj x EA Fie Action 4 exc2003 Exchange fj Global Settings H D Recipients Seer Servers Mailbox Store EXC2003 Properties Be Exc2o03 i l 4 Queues 28E First Storage Group H A Mailbox Store I 9 Public Folder St l DI Protocols H E Connectors H E Tools H Folders wiew Window Help General Database Limita Full T est Indexing Details Policies Security Group of User names Administrator 5 445 administrator e7 ANONYMOUS LOGON fi Domain Admins S445 Domain Admins 8 Enterprise Admins SAAS 4E nterpprise Admins 8 E venone bed Add Remove f a E uO ae eT Permissions for Administrator Allow Deny SS Full contral 0O SSS___ _ S _ Read CI wite 0O Execute CL Delete CL E Read permissions xl For special permissions or for advanced settings EE click Advanced Cancel Apply Help Therefore Therefore Connector 1 3 1 1 2 Microsoft Exchange Server 2007 1 Open the Exchange Command Shell and type the command lt Mailbox_Store gt user lt Therefore Mail gt Add ADPermission Iden
64. xchange 2007 Journal A stub is left in the Exchange Information Store after the e mail is archived to Therefore The e mail appears in Microsoft Outlook client but the body ofthe e mail is replaced by the text set in the Storing Service To retrieve the body the user clicks on a link This is the correct setting for Scenario 3 The e mail is left unchanged in the Exchange Information Store after it is archived to Therefore The archiving process generates a copy of the mail in the Therefore repository There is no change for in Microsoft Outlook Client This is the correct setting for Scenario 3 The e mail is deleted after the archiving process The e mail does not appear in Microsoft Outlook any more To retrieve the e mail it has to be restored from the Therefore repository to the Exchange Information Store The Exchange 2007 Journaling differs from the Exchange 2003 Journaling This setting tells Therefore that it should treat this profile as Exchane 2007 Journaling Profile The Is Exchange 2007 Journal setting must only be used in Scenario 2 and for Exchange 2007 1 3 3 3 Users Groups In this section the execution of profiles are linked to the existing user groups or public folders The dialog is divided into Users Groups and public folders Each public folder to be archived has to be linked to one profile Oe Therefore Therefore Connector Users are always shown before Groups The Group can be moved up and

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Connector for Microsoft® Exchange Server