Compliance and Migration Archiving - Domino Mailbox Archiver Agent

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Overview

How to Setup and Run a Migration Archive Operation

Migration Archiving

Compliance Archiving

Archiving Considerations

Advanced Archive Options

Overview

This section discusses archive information specific to the Domino Mailbox Archiver Agent. See Archiving Operations for a general overview.

During both migration and compliance archive operations, the Domino Mailbox Archiver Agent will archive subclient content (i.e., client or journaling mailbox messages) that meet the preset criteria specified in the Archiving Rules dialog box.

The following sections describe each of the archiving rules available for the Domino Mailbox Archiver Agent, as well as the criteria required for migration archiving and compliance archiving scenarios.

How to Set Up and Run a Migration Archive Operation

The following section provides the steps to set up and run a Migrate Archive Operation:

1. Enable the Archiving Rules for the subclient that contains the content you wish to archive. See Enable (Disable) Archiving Rules for step-by-step instructions.

   By default, this option is selected and archiving rules are initially disabled. When selected, all archiving rules will be ignored except for Stub Rules.

2. Configure the Archiving Rules for the subclient. In particular, decide if you want to create stubs in your environment. Even if the Archiving Rules are disabled, the Stub Rules will apply. See Configure Archiving Rules - Domino Mailbox Archiver for step-by-step instructions.
3. Run an archive operation. See Start a Migration Archiving Operation for step-by-step instructions.
   • If stubs were created, end-users or applications can recover files with a non-browse recovery operation by simply opening the stub file, thereby causing it to be restored (see Recover a Message from a Lotus Notes Mailbox Client).
   • If stubs were not created, then you can perform a browse recovery with CommCell Console (see Recover a File from the CommCell Console).

Migration Archiving

For migration archiving scenarios, it is strongly recommended that the Do Not Create Stub rule in the Archive Rules | Stub Rule tab remain deselected. This configuration ensures that users can recover any migrated messages by double-clicking the stub icon created during the archive process. If you choose not to create a stub for archive messages by selecting the Do Not Create Stub option, you must manually browse for any archived messages.

To ensure that only successfully archived messages will be changed into stubs, the archive operation is divided into two phases. The stubbing phase starts after the archive phase succeeds. However, stubs will only be created if the subclient properties were configured to create them during the archive operation. In the archive phase, the Domino Mailbox Archiver Agent will archive the messages/items meeting the pre-set archive criteria and, if applicable, put them into a list for the stubbing phase and prune expired stubs.

Compliance Archiving

Compliance Archiving operations for the Domino Server journaling mailbox follow the same process as migration archiving operations with the following special requirements and configurations:

From the Domino Server:

• Prior to performing any compliance archiving operations, the Domino Server setting for journaling maintenance must be set to None.
• If you intend to use content indexing and search capabilities, ensure that the necessary configuration requirements for the Domino Server are met. See Agent-Specific Configuration in Content Indexing for more information.

From the CommCell Console:

• The journaling mailbox must be manually assigned to the designated subclient using the Databases tab in the Subclient Properties dialog box. To add the journaling mailbox, click the Add Mailbox button and typing in the name of the journaling mailbox in the space provided.
• The subclient containing the journaling mailbox should be a dedicated subclient with no other mailboxes assigned to it.
• The Do Not Create Stub option in the Archive Rules | Stub Rule tab of the Subclient Properties dialog box should be selected.

Use Operate in Backfill Mode option, if you have to archive and content index mail messages that existed before journaling was enabled. For step-by-step instructions, see Operate in Backfill Mode.

Archiving Considerations

Before performing any migration procedures, review the following information:

• To allow stub icons to be placed with archived messages in the Lotus Notes client mailboxes, each mailbox must be configured to display stub icons prior to performing any archive operation. See Configure Stub Icons for Lotus Notes Mailboxes for step-by-step instructions.
• Messages that have been migrated do not automatically appear as stubs in the Lotus Notes client mailbox when the archive operation has been completed. To display the stubs created during the archive operation, users must refresh the client mailbox manually by either:
  • using the F9 function on the keyboard.
  • restarting the Lotus Notes client mailbox.
• If you would like to configure the Domino Mailbox Archiver Agent to only archive messages that reside in a specified mailbox folder (including subfolders) for a given subclient of any archive set, this can be accomplished using the Include the following archiving folders option on the Subclient Properties (Archiving Rules) tab. Multiple folders can be included, each separated by a comma or semicolon.

  Note that any folder selected for inclusion will automatically include any subfolders within that folder.

• Filters can be used in conjunction with the "Items That Failed" list on the data protection Job History Report to eliminate backup or archive failures by excluding items which consistently fail that are not integral to the operation of the system or applications. Some items fail because they are locked by the operating system or application and cannot be opened at the time of the data protection operation. This often occurs with certain system-related files and database application files.

• The Domino Mailbox Archiver Agents provides three modes which further direct how archive and recovery operations behave for each subclient. These modes can be selected using the General tab of the Subclient Properties dialog box and should be configured prior to running the first archive operation.

  See Operation Modes for more information.

• Use bUSEDELAYEDSTUBBING key to enable the process of delayed stubbing on the computer where the agent is installed. This key helps in optimizing the stubbing and the backup process, particularly resuming the backup phase.

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