Desktop Browse - Exchange Public Folder Archiver Agent (User)

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Table of contents

Retaining an Email for Long Term

Moving an Email to a Records Management Site

Adding Comments to an Email

Adding Review Tags to an Email

Grouping Emails by Sender

Filtering Emails by Sender

Downloading an Email

Downloading Multiple Emails

Saving an Email Properties

Sharing Emails to Other Users

Sharing Browse Results to Other Users

Retaining an email for Long Term

Compliance users can retain a specific mail for a longer term by moving them to a Legal Hold container.
  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the mail, navigate to Add Item To | Legal Holds and select <Legal Hold Name>.

Moving an email to a Records Management Site

Compliance users can move mails to a Records Management Site (eg., Microsoft SharePoint Site) using an ERM Connector.
  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the mail, and select Submit To ERM.
  4. Click ERM Connector Name drop-down box and select the <ERM Connector name>.
  5. Click OK.

Adding Comments to an email

  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the mail and select Comment.
  4. Type the statement for comments and click Comment.
  5. Click Close to exit the Comment window.

Adding Review Tags to an email

Compliance users can apply review tags to a mail to facilitate easy search based on tags at a later point of time.
  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the mail and select Manage Tag.
  4. On the Manage Tag(s) window, select the tag to apply.
  5. Click Apply Tags.

Grouping Emails by Sender

  1. From the Web Browser, click My Sets on the left pane.
  2. Double-click Review Set, and then click the desired <Review Set Name>/<Legal Hold Set Name>.
  3. On the Group By menu, click Sender.

Filtering Emails by Sender

  1. From the Web Browser, click My Sets on the left pane.
  2. Double-click Review Set, and then click the desired <Review Set Name>/<Legal Hold Set Name>.
  3. On the Filter menu, click Sender.
  4. On the right pane, select the name of the sender.
  5. Click Apply.

You can click the Clear button on the right pane to clear all the selected senders. To clear a specific selected sender, click the cross-mark symbol corresponding to the selected sender on the right pane.

Downloading an email

  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the mail and select Download Item.
  4. Specify the location where the mail needs to be downloaded in the Web Browser's download dialog box.

Downloading Multiple emails

In order to download multiple mails, you can export the selected mails/folder to a compressed file format (CAB format) and then download the CAB file to your computer.
  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the mail and select Export To | CAB.
  4. Specify the Download Name.
  5. Select the Select Export Set.
  6. Click OK. The selected mail(s) are moved to the selected Export Set with the given name.
  7. Click MySets | Export Set.
  8. Click the Export Set which contains the CAB file.
  9. Right-click the CAB file and select Download.
  10. Click Save from the File Download dialog box.
  11. Navigate to the location where you want to download the file.
  12. Click OK.

Saving an email Properties

You can save the properties of all the mails in a review set as an XML file to your local computer.
  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set.
  3. Right-click the <Review Set Name> and select Save to XML.
  4. Click Save from the File Download dialog.
  5. Navigate to the location where you want to save the file.
  6. Click OK.

Sharing emails to Other Users

You can share and assign access permissions to all the mails in your Review Set folder to selected users.
  1. From the Web Console, click MySets on the left pane.
  2. Double-click Review Set and click the <Review Set Name>.
  3. Right-click the review set and select Share.
  4. Click Add.
  5. Select the user/user groups from the Select User or Group window.
  6. Click OK.
  7. Select Allow check box to assign the respective privileges.
  8. Click OK.

Sharing Browse Results to other users

When browsing data, you can share the browse results with other users.
  1. From the Web Console, click Browse.
  2. Navigate to the Mailbox to be browsed.
  3. Copy the URL of the browse result page from the browser's address bar and email to other users.

When the recipient users open the URL, they can directly view the browse result page as soon as they login to the Web Console.