Advanced Configuration - Exchange Public Folder Archiver Agent

Table of Contents

Understanding the CommCell Console

Configuring Archive Rules for Messages

Based on Message Properties

Based on Stubs

Based on Attachments

Configure Recall Status Messages

For Recalls from Disk Library

For Recalls from Tape Library

For Recalls when Media is Outside the Library

Selecting Folders For Archiving

Filter Specific Folders

Include Specific Folders

Managing the Default Subclient

Modifying an Agent, Archive Set, or Subclient

Deleting an Agent, Archive Set, or Subclient

Understanding the CommCell Console

The Exchange Public Folder iDataAgent uses the following logical entities to manage archiving and recovery operations from the CommCell Console.

Agent

Defines the Exchange Server to be archived.

Archive Set

Facilitates automatic discovery of Public folders.

Subclient

Defines the Public Folders to be archived.

Configuring Archive Rules for Messages

Archiving rules specify the criteria for the type of data to be archived. Messages that meet this criteria are rendered available for archiving if they satisfy any or all the archiving rules.

Based on Message Properties

You can set rules to archive messages based on the messages properties. All the messages matching with this criteria will be archived.

  1. From the CommCell Browser, navigate to Client Computers | <Client> | Exchange PF Archiver | <Archive Set>.
  2. Right-click the Subclient, and then click Properties.
  3. Select the Archiving Rules tab.
  4. Select the Enable all rules check box.
  5. In the Archive message after box, type or select the number of days since the message was last accessed.
  6. In the Archive message only if size is greater than box, type or select the size of the message in KB.
  7. Select the Select items with attachment (s) only check box to archive only those items that have attachments.
  8. Select Use either Age or Size rule check box to archive if either the Age or Size of the message or item matches the respective rule.
  9. Select the Use Sent/Received time for Age rule check box.
  10. Click OK.

Based on Stubs

You can set rules to archive messages based on the stub properties. All the messages matching with this criteria will be archived.

  1. From the CommCell Browser, navigate to Client Computers | <Client> | Exchange PF Archiver | <Archive Set>.
  2. Right-click the Subclient, and then click Properties.
  3. Select the Archiving Rules tab.
  4. Select the Enable all rules check box.
  5. Click the Stub Rule tab.
  6. Click Preserve stubs until the media has been pruned to preserve stubs until the media has been pruned.
  7. In the Prune stub only after box, type or select the number of days after which the stubs should be pruned.
  8. Select the Do not create stub check box if you do not want to have a stub to be created after archiving.
  9. Click OK.

Based on Attachments

You can include or exclude attachments from an archive operation. Use the following steps to configure an Attachment Filter.

  1. From the CommCell Browser, navigate to Client Computers | <Client> | Exchange PF Archiver | <Archive Set>.
  2. Right-click the Subclient, and then click Properties.
  3. Select the Archiving Rules tab.
  4. Select the Enable all rules check box.
  5. Click the Attachment Filter tab.
  6. Click Add, double-click the desired file extension of the attachment.
    • Click Include to include all the attachments with the selected extension in the Archive operation.
    • Click Exclude to exclude all the attachments with the selected extension in the Archive operation.
    • Click Close.
  7. Click OK.

Configure Recall Status Messages

In order to perform archiving operations, you need to initially configure archiving rules. Archiving rules specify the criteria for the type of data to be archived. The basic archiving criteria is the maximum file size in a particular scanned volume/directory. Files that meet this criteria are rendered available for archiving if they satisfy any or all the archiving rules.

For Recalls from Disk Library

  1. From the CommCell Browser, navigate to Client Computers | <Client> |
  2. Right-click the Exchange PF Archiver, and then click Properties.
  3. Select the Customized Messages tab.
  4. Under Recover is in progress (disk library), type the desired status message to be displayed in outlook during a stub recovery operation from a disk library.
  5. Click OK.

For Recalls from Tape Library

  1. From the CommCell Browser, navigate to Client Computers | <Client> |
  2. Right-click the Exchange PF Archiver, and then click Properties.
  3. Select the Customized Messages tab.
  4. Under Recover is in progress (tape library), type the desired status message to be displayed during a stub recovery operation from a tape library.
  5. Click OK.

For Recalls when Media is Outside the Library

  1. From the CommCell Browser, navigate to Client Computers | <Client> |
  2. Right-click the Exchange PF Archiver, and then click Properties.
  3. Select the Customized Messages tab.
  4. Under Error message when media is outside the library, type the desired status message to be displayed when a stub recovery operation is attempted for media outside the designated library..
  5. Click OK.

Selecting Folders for Archiving

Filter Specific Folders

Use the following steps to exclude folders from archive operations.

  1. From the CommCell Browser, navigate to Client Computers | <Client> | Exchange PF Archiver | <Archive Set>.
  2. Right-click the Subclient, and then click Properties.
  3. Click the Filters tab.
  4. Click Browse next to Exclude these folders.
  5. Select the desired folders that you want to exclude from archive operation, and then click Add.
  6. Click OK.

Include Specific Folders

You can include specific folders in archive operations for a subclient in cases where a parent object is listed in the Exclude filter.

  1. From the CommCell Browser, navigate to Client Computers | <Client> | Exchange PF Archiver | <Archive Set>.
  2. Right-click the Subclient, and then click Properties.
  3. Click the Filters tab.
  4. Click Browse next to Except for these folders.
  5. Select the desired folders that you want to include in the archive operation, and then click Add.
  6. Click OK.

Managing the Default Subclient

By default, all mailboxes are automatically assigned to the default subclient. This default behavior is designed to ensure all public folders are archived.

If you do not want all public folders to automatically be included in the default subclient, you can do so as described in the following sections.

  We recommend that you do not modify these settings. Doing so would disable the default subclient's capability to serve as a catch-all entity for mailbox data. As a result, some data may not get archived.

Use the following steps to select the subclient's content for archiving:

  1. From the CommCell Browser, navigate to Client Computers | <Client> | Exchange PF Archiver | <Archive Set>.
  2. Right-click the Subclient, and then click Properties.
  3. Click the Content tab.
  4. Click Browse to select the folders you want to archive.
  5. Click Add.
  6. Click OK.

Modifying an Agent, Archive Set, or Subclient

There are several configurable properties available for your agent that can be modified from the agent, archive set or subclient level as per your need.

It is recommended that that you do not modify the properties of a subclient when a job is in progress for that specific subclient. If a job is in progress, either wait for the job to complete or kill the job from the Job Controller.

The following table describes the properties that can be configured from the agent, archive set and subclient levels.

Option Description Related topics
Change the Profile Name You can modify the profile that is associated with the appropriate Administrator Mailbox.
  1. From the CommCell Browser, navigate to Client Computes | <Client>.
  2. Right-click the  Exchange PF Archiver, and then click Properties.
  3. In the Profile Name box, type the profile name.
  4. Click OK.
 
Change the Mailbox Name You can modify the name of the mailbox that is associated with the appropriate Administrator profile.
  1. From the CommCell Browser, navigate to Client Computes | <Client>.
  2. Right-click the  Exchange PF Archiver, and then click Properties.
  3. In the Mailbox Name box, type the mailbox name.
  4. Click OK.
 
Change the Exchange Server Name You can modify the name of the Exchange Server that is installed on the client computer. However, the Exchange server name should not be the same as Client or Host Name.
  1. From the CommCell Browser, navigate to Client Computes | <Client>.
  2. Right-click the  Exchange PF Archiver, and then click Properties.
  3. In the Exchange Server Name box, type the Exchange Server name.
  4. Click OK.
 
Change User Account Details You must have Exchange administrator privileges to access the Exchange Server and perform archive and recover operations.

In the case of archive and recover operations from the CommCell Console, the user credentials to access the Exchange Server are provided initially when you installed the Agent. You can modify the user credentials from CommCell Console.

On Windows clients, use <domain>\<administrator_name>

To change the Exchange administrator account information associated with this agent:

  1. From the CommCell Browser, navigate to Client Computes | <Client>.
  2. Right-click the Exchange PF Archiver, and then click Properties.
  3. Click Change Account.
  4. In Exchange Administrator Account box type the Account name.
  5. In the Password box, type Password
  6. In the Confirm Password box, type the password again.
  7. Click OK.
 
Rename Archive Set and Subclient You can rename a archive set and subclient:

Renaming Archive sets:

  1. From the CommCell Browser, navigate to Client Computes | <Client> | Exchange PF  Archiver.
  2. Right-click the Archive set, and then click Properties.
  3. In the Archive Set box, type the Archive set name.
  4. Click OK.

Renaming subclients:

  1. From the CommCell Browser, navigate to Client Computes | <Client> | Exchange PF  Archiver.
  2. Right-click the Subclient, and then click Properties.
  3. In the Subclient name box, type the subclient name.
  4. Click OK.
 
Change Storage Policies You can modify the storage policies in any of the following situations:
  • To include a different media for the backup operation.
  • To use a storage policy with a different retention criteria.

You can change the storage policies from the subclient level.

  1. From the CommCell Browser, right-click the subclient.
  2. Click Properties.
  3. Click Storage Device.
  4. Select the Storage policy from the drop-down menu.
  5. Click OK.
Refer to Storage Policies.
Data Transfer Options You can efficiently configure the available resources for transferring data secured by data protection operations from the subclient level. This includes the following:
  • Enable or disable Data Compression either on the client or the MediaAgent.
  • Configure the transfer of data in the network using the options for Network Bandwidth Throttling and Network Agents.

You can configure the data transfer options.

  1. From the CommCell Browser,right-click the subclient.
  2. Click Properties.
  3. Click Storage Device.
  4. Click Data Transfer Option tab.
  5. Choose the appropriate software compression option for this subclient.
  6. Select Throttle Network Bandwidth and set the required bandwidth.
  7.  Click OK.
Refer to Data Compression and Network Bandwidth Throttling.
View Data Paths You can view the data paths associated with the primary storage policy copy of the selected storage policy or incremental storage policy. You can also modify the data paths including their priority from the subclient level.
  1. From the CommCell browser, right-click the subclient.
  2. Click Properties.
  3. Click Storage Device.
  4. Select Storage Policy from the drop-down menu.
  5. Click Data Paths.
 
Configure a Subclient for Pre/Post Processing of Data Protection You can add, modify or view Pre/Post processes for the subclient. These are batch files or shell scripts that you can run before or after certain job phases.
  1. From the CommCell Browser, navigate to Client Computes | <Client> | Exchange PF  Archiver | Archive set.
  2. Right-click the Subclient, and then click Properties.
  3. Click the Pre/Post Process tab.
  4. Click one of the following phases and type the full path of the process that you want to execute during that phase. Alternatively, click Browse to locate the process (applicable only for paths that do not contain any spaces).
    • Pre-Archive
    • Post-Archive
  5. Click OK.
  6. Select Run Post-archive Process for all attempts to run a post archive process for all attempts.
  7. For subclients on Windows platforms, Run As displays Not Selected.

    If you want to change the account that has permission to run these commands, click Change.

    1. In the User Account dialog box, select Use Local System Account, or select Impersonate User and enter the user name and password. Click OK.
    2. If you selected Local System Account, click OK to the message advising you that commands using this account have rights to access all data on the client computer.
Refer to Pre/Post Processes.
Configure Activity Control You can enable backup and restore operations from the agent and subclient level. However, you can enable restore operations only from the agent level.
  1. From the CommCell browser, right-click the subclient.
  2. Click Properties.
  3. Click Activity Control, select or clear option(s) as desired.
  4. Click OK.
Refer to Activity Control.
Configure User Security You can configure user security from the agent or subclient level.

You can perform the following functions:

  • Identify the user groups to which this CommCell object is associated.
  • Associate this object with a user group.
  • Disassociate this object from a user group.
  1. From the CommCell browser, right-click the subclient.
  2. Click Properties.
  3. Click Security.
  4. Select the appropriate user groups to which you want to associate to the CommCell object from the Available Groups pane, and then move the user group to the Associated Groups pane.
  5. Click OK.
Refer to User Administration and Security.
Enable/Disable Data Encryption You can enable data encryption from the suclient level.Encryption must be enabled at the client level prior to configuring any instances residing on that client.
  1. From the CommCell browser, right-click the subclient.
  2. Click Properties.
  3. Click Encryption.
  4. Select the desired encryption.
  5. Click OK.
Refer to Data Encryption.
View Software Version The Version tab, at the Agent level displays the software version of the component.
  1. From the CommCell browser, right-click the agent.
  2. Click Properties.
  3. Click Version.
  4. Click OK.
 
CommCell Configuration Report The CommCell Configuration Report provides the properties of the CommServe, MediaAgents, clients, agents, SRM agents, subclients, and storage policies within the CommCell based on the selected filter criteria.
  1. From the CommCell browser, click Reports icon.
  2. Select CommCell Configuration.
  3. Click Run.
Refer to CommCell Configuration.

Deleting an Agent, Archiveset or Subclient

The following sections describe the steps involved in deleting an agent, archive set or subclient.

When you delete an instance or archiveset, the associated data is logically deleted and you can no longer access the corresponding data from CommCell Console for recovery purposes.

Refer to the troubleshooting article on Recovering Data Associated with Deleted Clients and Storage Policies for information on how to recover data if you accidentally delete an entity.

Deleting an Agent

You need to uninstall or DeConfigure the agent software from the client computer before deleting from CommCell Browser. After you delete the client software, you can either leave the corresponding data intact for appropriate action or you can remove the data immediately. If you choose to remove the data immediately, you must delete the agent from the CommCell Browser. If you delete the agent, all of the agent's data is irretrievably lost.

  1. From the CommCell Browser, navigate to Client Computers | <Client>.
  2. Right-click the <Agent>, and then click Delete.
  3. A confirmation message is displayed with the following message:

    This operation will permanently delete the data archived from this level and it cannot be restored.

  4. Click OK to continue with the deletion operation., or click No to abort the deletion.

Deleting an ARchiveSet

Consider the following before deleting a Archive Set:

  1. From the CommCell Browser, navigate to Client Computers | <Client> | <Exchange PF Archiver>.
  2. Right-click the <Archive Set>,Point to All Tasks, and then click Delete.
  3. A confirmation message is displayed, asking if you want to delete the Archive Set.

    Click No to cancel the deletion and retain the Archive, or click Yes to continue the deletion.

Deleting a Subclient

Consider the following before deleting a subclient:

  1. From the CommCell Browser, navigate to Client Computers | <Client> | <Exchange PF Archiver> | <Archive Set>.
  2. Right-click the <subclient> that you want to delete, and then click Delete.
  3. A confirmation message is displayed, asking if you want to delete the subclient.

    Click No to cancel the deletion and retain the subclient, or click Yes to continue the deletion.