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Email Archiving and Email Compliance for Exchange Server, Outlook and IMAP
This is an excerpt from the manual of MailStore Server, the leading e-mail archiving solution for small and midsized businesses.

PDF Manual

Working with Archiving Profiles

In MailStore, every archiving task is stored as archiving profile. The archiving process is started by executing an archiving profile.

Such an archiving profile could contain the following information:

WHAT: Mailbox p.berten@company.com
FROM: Exchange server EXCHANGE01
TO (Target archive in MailStore): peter.berten
SCOPE: All folders except drafts
DELETION  RULE: Delete all archived e-mails older than 3 month from the Exchange mailbox.

Creating an Archiving Profile  

Start MailStore Client and click on Archive E-mail to create and execute an archiving profile.
In the upper area of the application window, select the source from which the e-mails are to be archived (e.g. Microsoft Outlook). A wizard opens.
At the first steps of the wizard, several different settings can be specified for the archiving profile. These include the selection of folders (e.g. "Inbox") and deletion rules (by default, no e-mails are deleted).
Please note: If you are logged on to MailStore Server as administrator, you will be prompted for the target archive (user archive), in which the e-mails are to be stored. If logged on as regular user, the corresponding user archive will be used automatically.
At the last step, a name for the archiving profile can be specified. After clicking Finish, the archiving profile will be listed under Saved Settings (Profiles) and can be run immediately, if desired.

Starting the Archiving Process

From the list under Saved Settings (Profiles), select the archiving profile to be executed and click Run.

arch_profiles_01

After the archiving process has been executed, a protocol appears. It contains information about the volume of e-mails that have been archived as well as any errors that may have occurred.

In addition to being executed manually, archiving profiles can also be run automatically according to a schedule. Simply right-click on an existing profile and select Schedule Task. Additional information about this topic is available in chapter Automating the Archiving Process.

Executing Archiving Profiles Multiple Times

Any archiving profile can be run any number of times without concern. MailStore only archives e-mails that are not yet stored in the target archive (the specified user archive). MailStore also detects if any e-mails were moved to a different folder within the source application (e.g. Microsoft Outlook) and repeats such moves in MailStore accordingly.

Editing Archiving Profiles

To edit an existing archiving profile, right-click on the profile and select Properties. Make any desired changes and click on OK to save the new settings.

Deleting Archiving Profiles

If no longer needed, archiving profiles can be deleted. This has no effect on the e-mails that have already been archived. They remain in the archive. Right-click on the profile to be deleted and select Delete. A confirmation prompt appears; click on OK.

Managing and Executing the Archiving Profiles of Other Users

As MailStore administrator (admin), the archiving profiles created by other users for themselves can be managed as well. Simply select the checkbox Show Profiles of All Users in the lower left corner of the screen. Now the profiles can be edited, executed or deleted as if they were the own.

Exception: Executing the archiving profiles for Microsoft Outlook and other e-mail clients for other users
Generally, it is sensible to execute these profiles exclusively on the computer on which the corresponding application is installed. More precisely: If Mr. Brown has an archiving profile for Microsoft Outlook, it can be viewed and edited by the administrator through MailStore Client. However, executing this profile only makes sense if it is run using the MailStore Client that is installed on Mr. Brown's computer. This exception is only valid for Outlook, Outlook Express/Windows Live Mail, Thunderbird and Seamonkey.


Microsoft® Outlook®, Microsoft® Outlook® Express, Microsoft® Windows® Mail and Microsoft® Exchange Server are registered trademarks of the Microsoft Corporation in the United States and in other countries. Mozilla® Thunderbird™ and Mozilla® Seamonkey™ are trademarks or registered trademarks of the Mozilla Foundation, USA. Google™ and Google Mail™ are trademarks of Google Inc, USA. AVM KEN! is a registrered trademark of AVM GmbH, Germany. All other trademarks or registered trademarks are the property of their respective owners. MailStore Server® and MailStore Home® are registered trademarks of deepinvent Software GmbH in the United States. MailStore™ e-mail-archiving software is a trademark of deepinvent Software GmbH, Germany.