Congratulations on deploying Netmail Archive! Now what? With all the features Netmail Secure has to offer, you may not know where or how to configure the various settings in the Netmail Administration Console. This quickstart guide addresses the most common topics or questions you may have as you get started with Netmail Secure.
1. System Status
You can verify the status of your Netmail system at any time through the Netmail Administration Console. Refer to the Diagnostics tab for Netmail Archive, Index Server, and mail system (GroupWise/Exchange) status information. You can also see which users are currently active in Netmail Search.
2. System Configuration
You can view or change the Netmail Archive configuration settings in a few areas within the Netmail Administration Console:
- To configure your storage device(s) and storage location(s), navigate to the Archive > YourCluster > Storage tab.
For more information, see Specifying Locations for GroupWise or Specifying Job Settings for Exchange.
3. Node Configuration
Netmail Archive provides node-level configuration capabilities to help manage the workload of within a single cluster, with respect to running jobs/agents. To view or modify your Master (or Worker), navigate to Archive > YourCluster > Nodes > YourMasterNode (or YourWorkerNode).
4. Policy Configuration
With Netmail Archive, you can create and implement an unlimited number of email retention, storage, and compliance policies. These policies can be applied to all users within your organization or only to selected user accounts. Netmail Archive policies are applied to users through the Netmail Archive job agents.
For more information about policy configuration, refer to Policy Planning, Configuration, and Management for GroupWise or Policy Planning, Configuration, and Management for Exchange.
5. Agent Configuration
To view the types of job agents available to you, navigate to Archive > YourCluster > Agents. A large number of pre-configured job templates are available, which can be used out-of-the-box or modified to suit your organization's needs. It is also possible to create new jobs from scratch to ensure that all your archiving and retention needs are met.
- Utility: This agent allows you to perform various maintenance tasks on your GroupWise or Exchange message store, such as folder management and mailbox size reduction.
For more information, refer to Utility Agent Configuration and Management for GroupWise or Utility Agent Configuration and Management for Exchange.
6. Running Jobs
Jobs can be scheduled to run through the Job Settings tab of each individual job. This tab allows you to select a policy to apply to your job, select the users you want to process as part of the job, and schedule the job to run. For more information about job settings, refer to Specifying Job Settings for GroupWise or Specifying Job Settings for Exchange.
7. Proxy Access Configuration
Users can be given proxy access to other users' email archives, such as those of former employees. When a user who has been granted proxy access to another user's archives logs in to Netmail Search, they will automatically see the other user's archives, in addition to their own archives. To grant and manage proxy access rights, navigate to the Archive > Proxies Admin tab. Refer to Managing Proxy Access to Archives for GroupWise or Managing Proxy Access to Archives for Exchange.
8. Legal Hold Configuration
Netmail Archive's legal hold feature allows administrators to tag accounts as being on legal hold, and any jobs that subsequently run will ignore all accounts placed on legal hold. In addition, administrators can assign Case Manager privileges to users, allowing those users to enable legal hold for different cases and even assign Auditor rights to other users. For more information about enabling and configuring legal hold, refer to Configuring In-Place Legal Hold for GroupWise or Configuring In-Place Legal Hold for Exchange.
9. Storage Management
As previously described, the Storage Management agent allows you to validate the integrity of users' archives and detect gaps in the archived data. A report containing a list of all users accounts which have gaps in the archived data can be created, and an all-inclusive Archive job can be subsequently run to capture the missing data. For more information, refer to Storage Management Agent Configuration and Management for GroupWise or Storage Management Agent Configuration and Management for Exchange.
10. Attachment Management
As previously described, the Attachment Management agent allows you to strip attachments from email messages, thereby reducing storage bloat on your Exchange server and allowing you to better manage your storage requirements. Each stripped attachment is replaced with an HTTP link that points to the original attachment. As such, you can manage email mailbox sizes by removing storage-intensive attachments from Exchange while keeping the attachments accessible to end users. Available for Exchange systems only. For more information, refer to Attachment Management Agent Configuration and Management.