Migration Archiving - Exchange Mailbox/Public Folder Archiver Agents - How To

From the CommCell Browser, right-click the subclient whose archiving rules you want to configure, then click Properties from the shortcut menu.
Click the Archiving Rules tab of the Subclient Properties dialog box.
Choose one of the following:
- To enable archiving rules, clear the Disable All Rules checkbox, then continue on to the next step.
- To disable archiving rules, select the Disable All Rules checkbox, if not already selected, and skip to Step 8. Keep in mind that when archiving rules are disabled for Exchange Mailbox Archiver, the only way to perform migration archiving operations for this subclient is by manually adding messages or items to the archive list through Outlook. When archiving rules are disabled for Exchange Public Folder Archiver, no data will be archived.
On the Message Rule tab:
- In the Archive message after n days field, enter or select a value corresponding to the number of days old that a message/item must be in order for the message/item to be archived.
- In the Archive message only if size is greater than n KB field, enter or select a value corresponding to the size a message/item must be in order for the message/item to be archived.
- You can optionally select the Archive messages with attachment only checkbox to archive only messages with attachments.
- You can optionally select the Leave Behind Message Body checkbox so that the body of the message will not be removed during the stubbing process.
- You can optionally select the Use either Age or Size rule checkbox so that any message/item will be archived that meets either of these rules, and all other applicable Archiving Rules have been met.
- You can optionally select the Use Sent/Received time for Age rule checkbox so that any message/item will be archived if the sent/received time of the message/item matches the age rule, and all other applicable Archiving Rules have been met.
- For the Exchange Mailbox Archiver Agent, you can optionally select the Do Not Archive Unread Messages checkbox to specify that no unread messages will be archived even if they qualify for migration archiving under the Age and/or Size rule.
- For the Exchange Mailbox Archiver Agent, if you do not want to archive the entire mailbox, you can optionally enter the root-level mailbox folders you would like to include for archiving in the Include following archiving folders entry space. If you are entering more than one folder, be sure to separate additional entries with a semi-colon (;).
On the Watermark Rule tab (for the Exchange Mailbox Archiver Agent), you can:
- Optionally select the Used disk space checkbox and select a value for Archive if used disk space reaches n % of total volume, which is the disk space high watermark. We do not recommend using only the Used disk space watermark as the sole criteria for archiving, as this could result in data being archived unintentionally.
- Optionally select the Mailbox Quotas checkbox and select values for:
  - Archive if size of mailbox reaches n % of assigned quota, which is the mailbox size high watermark.
  - Stop archive when mailbox reaches n % of assigned quota, which is the mailbox size low watermark.
On the Attachment Filter tab, you can optionally include and/or exclude attachment filters by adding the appropriate filters in these fields. Note that when attachment filters are specified, the age/size rules are ignored as archiving criteria for attachments of the specified type. When attachment filters are not specified, age/size rules will determine whether the attachments will be archived.
On the PST tab (for the Exchange Mailbox Archiver Agent), you can optionally enable the archiving of PST files by selecting the PST Location checkbox. When enabled, you must specify whether the location of the PST files to be archived is a local drive on the Exchange Server or a network share connected to the Exchange Server, by selecting either Use Local Drive or Use Network Share. Then type in, or Browse to, the location of the root folder where the PST directories reside.
On the Stub Rule tab, you can:
- Select the Preserve stubs until the media has been pruned radio button to allow stubs to exist in a mailbox or public folder until the media retention time has been met and data aging has been run.
- Optionally select the Prune stub only after n days radio button and select a value corresponding to the number of days that will determine the minimum life of a stub.
- Enter or select a value for Create new index every n Archive Operations to specify how often a new index is created.
- Optionally select the Do not create stub checkbox so that no stubs are created for archived messages or items.
Click OK to save your changes.

Schedule a Migration Archiving Operation

Before you Begin

After selecting your archiving options, you will be prompted to create a schedule for the migration archiving operation job. For more information, see Scheduling.
Migration archiving of data in the Notes folder is not supported.
Configure the Windows Event Log Settings to ensure the log does not become full, which could cause the migration archiving operation to fail.
It is required that each mailbox have an SMTP address property - to be archived by the Exchange Mailbox Archiver Agent.
If you plan to archive Exchange data with pass-phrase encryption, keep in mind that such data cannot be recovered from Outlook or OWA, but can only be recovered by performing a Browse and Recovery operation from the CommCell Console.

Required Capability: Capabilities and Permitted Actions

To schedule a migration archiving operation of a selected subclient or archive set:

From the CommCell Browser, select one of the following:
- To archive a subclient, right-click the subclient that you want to archive and click Archive.
- To archive an archive set, right-click the archive set that you want to archive, click All Tasks and click Archive All Subclients or Archive Default Archive Set.
From the Archive Options dialog box, select when you want to run the job by clicking Schedule.
If you want to access the Advanced Archive Options, click the Advanced button.
After selecting when you want to run the job and any advanced options, click OK.
From the Schedule Details (Schedule Details) dialog box, create a schedule for this operation. See Create a Job Schedule for more information. Click OK to continue.
Your migration archiving operation will execute according to the specified schedule.

Specify Mailbox Folders for Archiving

Related Topics:

Archiving Specific Root-Level Mailbox Folders

Before You Begin

Do not change the archiving rules of a subclient that is being archived.

Required Capability: Capabilities and Permitted Actions

To specify mailbox folders for archiving for the Exchange Mailbox Archiver Agent:

From the CommCell Browser, right-click the subclient whose archiving rules you want to configure, then click Properties from the shortcut menu.
Click the Content tab of the Subclient Properties dialog box.
Enter the root-level mailbox folders you would like to include for archiving in the Only archive following folders entry space. If you are entering more than one folder, be sure to separate additional entries with a semi-colon (;).
Click OK to save your changes.

Start a Migration Archiving Operation

The migration archiving process allows you to archive data immediately without having to wait for the scheduled archiving time.

Before you Begin
- Migration archiving of data in the Notes folder is not supported.
- Configure the Windows Event Log Settings to ensure the log does not become full, which could cause the migration archiving operation to fail.
- It is required that each mailbox have an SMTP address property - to be archived by the Exchange Mailbox Archiver Agent.
- If you plan to archive Exchange data with pass-phrase encryption, keep in mind that such data cannot be recovered from Outlook or OWA, but can only be recovered by performing a Browse and Recovery operation from the CommCell Console.

Required Capability: Capabilities and Permitted Actions

To start a migration archiving operation of a selected subclient or archive set:

From the CommCell Browser, select one of the following:
- To archive a subclient, right-click the subclient that you want to archive and click Archive.
- To archive an archive set, right-click the archive set that you want to archive, click All Tasks and click Archive All Subclients or Archive Default Archive Set.
From the Archive Options dialog box, select when you want to run the job by clicking Run Immediately.
If you want to access the Advanced Archive Options, click the Advanced button.
After selecting when you want to run the job and any advanced options, click OK. A migration archiving operation is started for selected subclient or archive set and indicates its status in the Job Controller window.
When the migration archiving operation has completed, a confirmation message will be displayed in the Job Controller window.

Start a Migration Archiving Operation of PST Files

Use the following procedure to archive PST files for the Exchange Mailbox Archiver Agent.

Before you Begin

Read Guidelines for Archiving PST Files for important configuration prerequisites.
Review Moving or Copying PST Stubs.
If you plan to archive Exchange data with pass-phrase encryption, keep in mind that such data cannot be recovered from Outlook or OWA, but can only be recovered by performing a Browse and Recovery operation from the CommCell Console.
Migration archiving of data in the Notes folder is not supported.
Configure the Windows Event Log Settings to ensure the log does not become full, which could cause the migration archiving operation to fail.
It is required that each mailbox have an SMTP address property - to be archived by the Exchange Mailbox Archiver Agent.

Required Capability: Capabilities and Permitted Actions

To archive PST files:

From the CommCell Browser, right-click the subclient of the Exchange Mailbox Archiver Agent that you want to set up for PST file archiving, and select Properties.
From the Subclient Properties (Archiving Rules) PST tab, select the PST Location checkbox to enable archiving of PST files.
Specify that the location of the PST files to be archived is a local drive on the Exchange Server by selecting Use Local Drive.

In the PST Location field, type in or Browse to the local path you have designated as the staging path in the PSTDiscovery Wizard.

Note that all other Archiving Rules, except for Do not create stub, are ignored when archiving PST files, so that all PST files associated with mailboxes in subclient content in the root folder will be archived. The Do not create stub rule applies to both mailboxes and PST files.

Click OK to save your settings.
Right-click the subclient that you just set up for PST file archiving, and then click Archive from the short-cut menu.
From the Archive Options dialog box, select when you want to run the job by clicking Run Immediately.
If you want to access the Advanced Archive Options, click the Advanced button.
After selecting when you want to run the job and any advanced options, click OK. The migration archiving job will begin and you can track the progress of the job in Job Controller.
After the job finishes, verify that it completed successfully.
- One method of verifying that the migration archiving operation was successful, is to go to the Job History window, then right-click the job and select View Failed Items.
- Another method of verifying that the migration archiving operation was successful is to open PSTDiscoveryGui.exe and view the value in the Status column. The PST files that you had selected for archiving will display an updated status to reflect whether it was successfully archived. If the PST file failed, an error message is provided to give you an idea of why the job might have failed.
If the PST archiving was successful, it is recommended that the PST Location checkbox be cleared on the Subclient Properties (Archiving Rules) PST tab, so that subsequent migration archiving operations on the subclient will be faster.

NOTES

Keep in mind that PST file size is not immediately reduced after archiving. To reduce the PST file size after archiving, see Article 289987 in the Microsoft Knowledge Base for the procedure on How to compact PST and OST files to eliminate deleted item space in Outlook 2002 and Outlook 2003. By following the steps in this article, PST files can be compacted to save space after they have been archived.
After completing a PST archiving or recovery operation, ensure that the MAPI32.dll file is removed from the <Software Installation Path>\Base installation directory on the Client, otherwise non-PST restore/recovery/retrieve jobs for Exchange may go into a pending state.

Configure the Windows Event Log Settings

Use the following procedure to configure the event log setting for the Windows operating system. The Exchange Mailbox iDataAgent, Exchange Compliance Archiver Agent and/or the Exchange Mailbox/Public Folder Archiver Agents may write messages to the Windows Server Application Log during operations. Jobs may fail if this log becomes full and cannot accept messages. To prevent this problem, we recommend setting the log to overwrite existing events as follows.

Configuring Windows Event Log Settings

Open the Windows Event Viewer (Start>Programs>Administrative Tools>Event Viewer).
In Windows 2000: right-click the Application Log and select Properties.
In Windows 2000: at the Log Properties window, select Overwrite Events as Needed.

Start a Migration Archiving Operation in the Suspended State

Use the following procedure to start a migration archiving operation in the suspended state. For more information, see Start in Suspended State.

Before you Begin

Migration archiving of data in the Notes folder is not supported.
Configure the Windows Event Log Settings to ensure the log does not become full, which could cause the migration archiving operation to fail.
It is required that each mailbox have an SMTP address property - to be archived by the Exchange Mailbox Archiver Agent.
If you plan to archive Exchange data with pass-phrase encryption, keep in mind that such data cannot be recovered from Outlook or OWA, but can only be recovered by performing a Browse and Recovery operation from the CommCell Console.

Required Capability: Capabilities and Permitted Actions

To start a migration archiving operation of a selected subclient or archive set:

From the CommCell Browser, select one of the following:
- To archive a subclient, right-click the subclient that you want to archive and click Archive.
- To archive an archive set, right-click the archive set that you want to archive, click All Tasks and click Archive All Subclients or Archive Default Archive Set.
From the Archive Options dialog box, select when you want to run the job by clicking Run Immediately.
Click the Advanced button to access the Advanced Archive Options.
Click on the Advanced Archive Options (Startup) tab, and select Startup in suspended state and click OK.
After selecting when you want to run the job and any advanced options, click OK. A migration archiving operation is started for selected subclient or archive set and indicates its status in the Job Controller window.
When the migration archiving operation has completed, a confirmation message will be displayed in the Job Controller window.

Start a Migration Archiving Operation on New Media

Use the following procedure to start a migration archiving operation on new media. For more information, see Start New Media.

Before you Begin

Migration archiving of data in the Notes folder is not supported.
Configure the Windows Event Log Settings to ensure the log does not become full, which could cause the migration archiving operation to fail.
It is required that each mailbox have an SMTP address property - to be archived by the Exchange Mailbox Archiver Agent.
If you plan to archive Exchange data with pass-phrase encryption, keep in mind that such data cannot be recovered from Outlook or OWA, but can only be recovered by performing a Browse and Recovery operation from the CommCell Console.

Required Capability: Capabilities and Permitted Actions

To start a migration archiving operation of a selected subclient or archive set:

From the CommCell Browser, select one of the following:
- To archive a subclient, right-click the subclient that you want to archive and click Archive.
- To archive an archive set, right-click the archive set that you want to archive, click All Tasks and click Archive All Subclients or Archive Default Archive Set.
From the Archive Options dialog box, select when you want to run the job by clicking Run Immediately.
Click the Advanced button to access the Advanced Archive Options.
Click on the Advanced Archive Options (Media) tab, and select Start new media and click OK.
If you would like jobs with other Job IDs to use this new media, also select the Allow other schedule to use media set option.
After selecting when you want to run the job and any advanced options, click OK. A migration archiving operation is started for the selected subclient or archive set and indicates its status in the Job Controller window.
When the migration archiving operation has completed, a confirmation message will be displayed in the Job Controller window.

Start a Migration Archiving Operation that Creates a New Index

Use the following procedure to start a migration archiving operation that creates a new Index. For more information, see Create New Index.

Before you Begin

Migration archiving of data in the Notes folder is not supported.
Configure the Windows Event Log Settings to ensure the log does not become full, which could cause the migration archiving operation to fail.
It is required that each mailbox have an SMTP address property - to be archived by the Exchange Mailbox Archiver Agent.
If you plan to archive Exchange data with pass-phrase encryption, keep in mind that such data cannot be recovered from Outlook or OWA, but can only be recovered by performing a Browse and Recovery operation from the CommCell Console.

Required Capability: Capabilities and Permitted Actions

To start an immediate migration archiving operation that will create a new index:

From the CommCell Browser, select one of the following:
- To archive a subclient, right-click the subclient and click Archive.
- To archive all subclients in an archive set, right-click the archive set, select All Tasks and click Archive All Subclients or Archive Default Archive Set. Click Yes to confirm.
From the Archive Options dialog box, select when you want to run the job by clicking Run Immediately.
Click the Advanced button to access the Advanced Archive Options dialog box.
Click on the Advanced Archive Options (Data) tab, click Create new index and click OK.
From the Archive Options dialog box, click OK. The migration archiving operation will begin and you can track the progress of the job in the Job Controller window.
When the migration archiving operation has completed, Job Controller displays Completed.

Start a Migration Archiving Operation that Marks the Media Full

Use the following procedure to start a migration archiving operation that marks media full on completion. For more information, see Mark Media Full.

Before you Begin

Migration archiving of data in the Notes folder is not supported.
Configure the Windows Event Log Settings to ensure the log does not become full, which could cause the migration archiving operation to fail.
It is required that each mailbox have an SMTP address property - to be archived by the Exchange Mailbox Archiver Agent.
If you plan to archive Exchange data with pass-phrase encryption, keep in mind that such data cannot be recovered from Outlook or OWA, but can only be recovered by performing a Browse and Recovery operation from the CommCell Console.

Required Capability: Capabilities and Permitted Actions

To start a migration archiving operation of a selected subclient or archive set:

From the CommCell Browser, select one of the following:
- To archive a subclient, right-click the subclient that you want to archive and click Archive.
- To archive an archive set, right-click the archive set that you want to archive, click All Tasks and click Archive All Subclients or Archive Default Archive Set.
From the Archive Options dialog box, select when you want to run the job by clicking Run Immediately.
Click the Advanced button to access the Advanced Archive Options.
Click on the Advanced Archive Options (Media) tab, and select Mark media full after successful operation and click OK.
After selecting when you want to run the job and any advanced options, click OK. A migration archiving operation is started for selected subclient or archive set and indicates its status in the Job Controller window.
When the migration archiving operation has completed, a confirmation message will be displayed in the Job Controller window.

Start a Migration Archiving Operation with a Set Job Priority

Use the following procedure to start a migration archiving operation with a set job priority. For more information, see Set a Job Priority.

Before you Begin

Migration archiving of data in the Notes folder is not supported.
Configure the Windows Event Log Settings to ensure the log does not become full, which could cause the migration archiving operation to fail.
It is required that each mailbox have an SMTP address property - to be archived by the Exchange Mailbox Archiver Agent.
If you plan to archive Exchange data with pass-phrase encryption, keep in mind that such data cannot be recovered from Outlook or OWA, but can only be recovered by performing a Browse and Recovery operation from the CommCell Console.

Required Capability: Capabilities and Permitted Actions

To start a migration archiving operation of a selected subclient or archive set:

From the CommCell Browser, select one of the following:
- To archive a subclient, right-click the subclient that you want to archive and click Archive.
- To archive an archive set, right-click the archive set that you want to archive, click All Tasks and click Archive All Subclients or Archive Default Archive Set.
From the Archive Options dialog box, select when you want to run the job by clicking Run Immediately.
Click the Advanced button to access the Advanced Archive Options.
Click on the Advanced Archive Options (Startup) tab, and select Change Priority and then enter a value. Click OK to continue.
After selecting when you want to run the job and any advanced options, click OK. A migration archiving operation is started for selected subclient or archive set and indicates its status in the Job Controller window.
When the migration archiving operation has completed, a confirmation message will be displayed in the Job Controller window.

Start a Migration Archiving Operation with VaultTracking enabled

Use the following procedure to start a migration archiving operation with VaultTracker enabled.

For additional information, see the following:

Before you Begin

Migration archiving of data in the Notes folder is not supported.
Configure the Windows Event Log Settings to ensure the log does not become full, which could cause the migration archiving operation to fail.
It is required that each mailbox have an SMTP address property - to be archived by the Exchange Mailbox Archiver Agent.
If you plan to archive Exchange data with pass-phrase encryption, keep in mind that such data cannot be recovered from Outlook or OWA, but can only be recovered by performing a Browse and Recovery operation from the CommCell Console.

Required Capability: Capabilities and Permitted Actions

To start a migration archive operation of a selected subclient or archive set:

From the CommCell Browser, select one of the following:
- To archive a subclient, right-click the subclient that you want to archive and click Archive.
- To archive an archive set, right-click the archive set that you want to archive, click All Tasks and click Archive All Subclients or Archive Default Archive Set.
From the Archive Options dialog box, select when you want to run the job by clicking Run Immediately.
Click the Advanced button to access the Advanced Archive Options.
Click on the Vault Tracking tab, and select the vault tracking options you want to use and click OK.
After selecting when you want to run the job and any advanced options, click OK. A migration archiving operation is started for selected subclient or archive set and indicates its status in the Job Controller window.
When the migration archiving operation has completed, a confirmation message will be displayed in the Job Controller window.

Add Messages/Folders to the Archive List

Before You Begin

Review Using the Archive List.
This procedure is supported for use with the Exchange Mailbox Archiver Agent, and requires that the mailbox containing the messages or folders to be added to the Archive List has not been excluded from migration archiving operations.

To add messages/folders to the Archive List in Outlook:

Log on to your mailbox in Outlook. The Outlook window appears.
From Outlook, locate the messages or folder that you want to add to the Archive List, then click on that data object and select one of the following options:
- Tools -> Mailbox Archiver -> Add Selected Messages to Archive List
- Tools -> Mailbox Archiver -> Add Messages in Selected Folder to Archive List
The icon for each message added to the Archive List will change to indicating that it is now a migration archiving candidate which will be archived during the next migration archiving operation from the CommCell Console.
After the migration archiving operation is run, the icon for each archived message will change to indicating that it is a stub (unless the Do Not Create Stub option is enabled in the CommCell Console, in which case the stub will not appear at all).

Configure Offline Archive Options

Before You Begin

Review Configuring Offline Archive Options. See also: "Offline Archiving" in Books Online.
This procedure is supported for use with the Exchange Mailbox Archiver Agent, and requires that the mailbox containing the messages or folders to be archived offline has not been excluded from migration archiving operations.
In order to conduct offline archiving operations, keep in mind that the Offline Archive option must first be enabled on the Subclient Properties (General) tab in the CommCell Console, and the appropriate registry keys must be configured. For more information, see the "Offline Archive" topic in Books Online.
Outlook Add-In users must have local administrative level privileges to configure their clients for offline archiving.

Required Capability: See "Capabilities and Permitted Actions" in Books Online.

To configure offline archive options in Outlook:

Log on to your mailbox in Outlook. The Outlook window appears.
From Outlook, click Tools -> Mailbox Archiver -> Change offline archive options.
Select the desired options on the Offline Archive Options dialog, then click OK.

Remove Messages/Folders from the Archive List

Before You Begin

Review Using the Archive List.
This procedure is supported for use with the Exchange Mailbox Archiver Agent.

To remove messages/folders from the Archive List in Outlook:

Log on to your mailbox in Outlook. The Outlook window appears.
From Outlook, locate the messages or folder that you want to remove from the Archive List, then click on that data object and select one of the following options:
- Tools -> Mailbox Archiver -> Remove Selected Messages from Archive List
- Tools -> Mailbox Archiver -> Remove Messages in Selected Folder from Archive List
The selected objects will be removed from the Archive List, and the icon for each message will change back to the icon that is normally displayed for mail messages.

View Message Stub Attachment Properties

Related Topics

See "Migration Archiving" in Books Online

To view the attachment properties of a message/item stub in Outlook:

Log on to your mailbox in Outlook. The Outlook window appears.
From Outlook, locate the stub for the message or item whose attachment properties you want to view. Click the stub to select it then double-click the attachment icon in the body of the stub to open it.
The attachment properties text file will display the file name and size of the attachment. Select File -> Exit to close the file.