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[DOC:Netmail Documentation]

Documentation for Netmail Archive 5.4.
Documentation for [Netmail Archive 5.3] and [earlier versions of Netmail] is also available.

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The following guidelines provide an overview of how to create a job for each of Netmail Archive's job agents:

On this page:

 

Archiving Guidelines

Before you begin

  • Formulate corporate-wide archive policies that meet your long-term archiving, retention, and discovery requirements.
  • Ensure that the destination directories for the archived data are mapped correctly to any network attached storage devices by choosing <Cluster Name> > Storage.
  • Create the policy under Policies, and configure the policy by selecting policy criteria, such as message type and folder selection.

Using Netmail Archive

  • Create a new Archive Job using the Archive Agent, selecting single or multiple user accounts to include in the job.
  • Click the Criteria tab to choose a destination location for the archives and other appropriate settings.
  • Schedule the job to run, ensuring that the job can complete its run before the next scheduled run of the job, or use the Run Now option to run the job immediately.

Next steps

  • If you chose the Run Now option, verify that the job is running by choosing the Archive object, and then selecting the Monitor tab. If you have scheduled the job to run at a later date, verify that the job is scheduled to run by choosing the Jobs Calendar tab.
  • Once the job is complete (and assuming you used real-time indexing), use Netmail Search to view your archived data.
  • Confirm that the policy was correctly defined and configured by verifying the archived data.

Discovery Guidelines

Before you begin

  • Formulate a discovery policy that meets your discovery requirements.
  • Create the policy under Policies, and configure the policy by selecting policy criteria, such as message type and folder selection.

Using Netmail Archive

  • Create a new Discovery Job using the Discovery Agent, selecting single or multiple user accounts to include in the job.
  • Configure your task by choosing the Criteria tab. Select a threshold for older messages. If you choose 30 days, your report will provide statistics for messages older than 30 days as well as new messages.
  • Specify what kind of forbidden attachments you wish to include in your report, and whether or not you want to identify inactive users or accounts in the mail system.
  • Schedule the job to run, ensuring that the job can complete its run before the next scheduled run of the job. Best practices suggest that you choose the Run Now option to verify that the job created the report as specified.

Next steps

  • If you chose the Run Now option, verify that the job is running by choosing the Archive object, and then selecting the Monitor tab. If you have scheduled the job to run at a later date, verify that the job is scheduled to run by choosing the Jobs Calendar tab.
  • Confirm that the policy was correctly defined and configured by verifying the report. By default, the report is located in the Discovery\Reports folder.

Exporting Guidelines

Before you begin

  • Formulate an export policy that meets your access, discovery, and distribution needs.
  • Create the policy under Policies, and configure the policy by selecting policy criteria, such as message type and folder selection.

Using Netmail Archive

  • Create a new Export Job using the Export Agent, selecting single or multiple user accounts to include in the job.
  • Specify the location of the archived data by choosing the Criteria tab, and the location for the exported archived data.
  • Schedule the job to run, ensuring that the job can complete its run before the next scheduled run of the job. Best practices suggest that you choose the Run Now option to verify that the job created the exported data as specified.

Next steps

  • If you chose the Run Now option, verify that the job is running by choosing the Archive object, and then selecting the Monitor tab. If you have scheduled the job to run at a later date, verify that the job is scheduled to run by choosing the Jobs Calendar tab.
  • Navigate to the directory to verify the exported data.
  • Transfer the data to the specified storage device.
  • Use the Corporate Archive Viewer to view the exported data.
  • Confirm that the policy was correctly defined and configured by verifying the exported data.

Grouping Guidelines

Before you begin

  • Decide what type of jobs you want to run sequentailly, and in what order they should run. For example, you may want to create an Archive Job, and then schedule an ILM Job to immediately groom the archived data to a new location.

Using Netmail Archive

  • Create the jobs using the corresponding job agents, selecting single or multiple user accounts to include in the jobs.
  • Configure each job by choosing its corresponding Criteria tab.
  • Schedule the jobs to run, ensuring that the jobs can complete before the next scheduled run of the jobs. Best practices suggest that you choose the Run Now option to verify that the jobs archived the data as specified, and then groomed the data to its new location.

Next steps

  • If you chose the Run Now option, verify that the first job is running by choosing the Archive object, and then selecting the Monitor tab. If you have scheduled the jobs to run at a later date, verify that the jobs are scheduled to run by choosing the Jobs Calendar tab.

ILM Guidelines

Before you begin

  • Formulate an ILM policy that meets your long-term records retention and storage management needs.
  • Create the policy under Policies, and configure the policy by selecting policy criteria, such as message type and folder selection.

Using Netmail Archive

  • Create a new ILM job using the ILM Agent, selecting single or multiple user accounts to include in the job.
  • Specify the location of the archived data by choosing the Criteria tab.
  • Select the ILM action to be performed on the archived data, such as deletion or grooming.
  • Schedule the job to run, ensuring that the job can complete its run before the next scheduled run of the job. Best practices suggest that you choose the Run Now option to verify that the job deleted, grooming, or moved the data as specified.

Next steps

  • If you chose the Run Now option, verify that the job is running by choosing the Archive object, and then selecting the Monitor tab. If you have scheduled the job to run at a later date, verify that the job is scheduled to run by choosing the Jobs Calendar tab.
  • Confirm that the policy was correctly defined and configured by verifying the deleted, groomed, or relocated data.

Indexing Guidelines

Before you begin

  • Inherit an existing archiving job for which you want to create a new index or recreate an index.

Using Netmail Archive

  • Create a new Index Job using the Index Agent. If you are inheriting an existing archiving job, your user list should be pre-populated for you.
  • Specify the type of indexing to perform on the archived data. Best practices suggest that you choose incremental indexing to update your index regularly.
  • Specify the location of the archived data by choosing the Criteria tab, and select if you want to index messages or attachments or both.
  • Schedule the job to run, ensuring that the job can complete its run before the next scheduled run of the job. Best practices suggest that you choose the Run Now option to verify that the job created the index as specified.

Next steps

  • If you chose the Run Now option, verify that the job is running by choosing the Archive object, and then selecting the Monitor tab. If you have scheduled the job to run at a later date, verify that the job is scheduled to run by choosing the Jobs Calendar tab.
  • Navigate to the directory to verify that the index data was created.

Tracking Guidelines

Before you begin

  • You must first run an Archive job in order for the Tracking Agent to have a project to track.

Using Netmail Archive

  • Create a new Tracking Job using the Tracking Agent, selecting single or multiple user accounts to include in the job.
  • Specify the archive location, data source, and comparison options.
  • Schedule the job to run. Best practices suggest that you choose the Run Now option to verify that the job ran according to your specifications.

Next steps

  • If you chose the Run Now option, verify that the job is running by choosing the Archive object, and then selecting the Monitor tab. If you have scheduled the job to run at a later date, verify that the job is scheduled to run by choosing the Jobs Calendar tab.
  • Confirm that the policy was correctly defined and configured by verifying the results in your mail client or on your messaging server.

Utility Guidelines

Before you begin

  • Formulate a utility policy that meets your maintenance requirements.
  • Create the policy under Policies, and configure the policy by selecting policy criteria, such as message type and folder selection.

Using Netmail Archive

  • Create a new Utility Job using the Utility Agent, selecting single or multiple user accounts to include in the job.
  • Specify the type of utility maintenance to perform.
  • Schedule the job to run, ensuring that the job can complete its run before the next scheduled run of the job. Best practices suggest that you choose the Run Now option to verify that the job performed the maintenance as specified.

Next steps

  • If you chose the Run Now option, verify that the job is running by choosing the Archive object, and then selecting the Monitor tab. If you have scheduled the job to run at a later date, verify that the job is scheduled to run by choosing the Jobs Calendar tab.
  • Confirm that the policy was correctly defined and configured by verifying the results in your mail client or on your messaging server.

Nodes Guidelines

Before you begin

  • Formulate corporate-wide archive policies that meet your long-term archiving, retention, and discovery requirements.
  • Create the policy under Policies, and configure the policy by selecting policy criteria, such as message type and folder selection.

Using Netmail Archive

  • Create a new job using any of the Job Agents, selecting single or multiple user accounts to include in the job.
  • Schedule the job to run, ensuring that the job can complete its run before the next scheduled run of the job. Best practices suggest that you choose the Run Now option to verify that the job performed the maintenance as specified.

Next steps

  • If you choose the Run Now option, verify that the job is running by choosing the Archive object, and then selecting the Monitor tab. To monitor the progress of jobs being processed by Netmail Archive, click the small + icon next to the Cluster Node to display results onscreen.
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