Enterprise Vault™ Setting up SMTP Archiving

Last Published:
Product(s): Enterprise Vault (14.2)
  1. About this guide
    1.  
      Introducing this guide
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Introducing Enterprise Vault SMTP Archiving
    1. About Enterprise Vault SMTP Archiving
      1.  
        SMTP Archiving configurations
      2.  
        SMTP Archiving components
    2.  
      About SMTP Journaling
    3.  
      About SMTP Group Journaling
    4.  
      About SMTP Mailbox Journaling
    5.  
      About SMTP Archiving licensing
    6.  
      Journaling messages to Enterprise Vault from Exchange Server or Office 365
  3. Installing SMTP Archiving
    1.  
      About installing Enterprise Vault SMTP Archiving components
    2.  
      Reporting
    3.  
      Monitoring
  4. Configuring SMTP Archiving
    1.  
      Steps to configure SMTP Archiving
    2.  
      Planning your configuration
    3. Configuring the Enterprise Vault SMTP Servers in the site
      1.  
        Entering the name or IP address of connecting hosts
      2.  
        Obtaining an SSL/TLS certificate
      3.  
        Configuring message tracking for SMTP messages
    4. Adding an SMTP Archiving task and holding folder
      1.  
        About the SMTP holding folder
      2.  
        Keeping safety copies of archived messages
      3.  
        Task summary reports
    5. Adding an SMTP Archiving task and holding folder
      1.  
        About the SMTP holding folder
      2.  
        Keeping safety copies of archived messages
      3.  
        Task summary reports
    6. Configuring retention categories and retention plans
      1.  
        Managing cascading retention settings on multiple archives
      2.  
        About changing retention on SMTP Group Journaling provisioning groups
    7. Creating SMTP policies
      1. About X-Headers
        1.  
          About X-Kvs X-Headers
        2.  
          Searching archives for messages with specific X-Headers
    8. Configuring archives for SMTP messages
      1.  
        Assigning multiple archives to spread the archiving load across servers
    9.  
      Adding SMTP routing addresses
    10.  
      Checking settings for SMTP Journaling
    11.  
      Additional configuration for Compliance Accelerator
  5. Provisioning users for SMTP Group or SMTP Mailbox Journaling
    1.  
      About SMTP provisioning groups
    2.  
      Adding an SMTP Group Journaling provisioning group
    3.  
      Adding an SMTP Mailbox Journaling provisioning group
    4.  
      Changing the order of the SMTP provisioning groups
    5.  
      Deleting an SMTP provisioning group
    6.  
      Adding or deleting an SMTP Provisioning task
    7.  
      SMTP Provisioning task summary reports
    8.  
      Configuring the SMTP site setting, Selective Journal Archiving
    9.  
      Adding SMTP target addresses manually
  6. Using the SMTP dashboard
    1.  
      About the SMTP dashboard
    2.  
      Using the Summary page
    3.  
      Using the Search page
    4.  
      Using the SMTP Archiving page
  7. PowerShell cmdlets
    1.  
      About the PowerShell cmdlets for SMTP Archiving
  8. Appendix A. Configuring target address rewriting
    1.  
      About target address rewriting
    2.  
      Steps to configure target address rewriting
    3.  
      Adding SMTP target addresses
    4.  
      Adding target address aliases

Steps to configure SMTP Archiving

Table: Steps to configure SMTP Archiving outlines the tasks required to configure SMTP Archiving. Some of the tasks can be performed automatically by Enterprise Vault in SMTP configuration wizards, or manually. More information about the task is provided in the section or sections that are referenced in the Description column of the table.

You need to perform steps 1 to 7 when setting up all types of SMTP archiving; SMTP Journaling, SMTP Group Journaling, and SMTP Mailbox Journaling.

Step 8 is required if you want to include SMTP messages in Compliance Accelerator sampling.

Step 9 completes the configuration for SMTP Journaling.

Steps 10 and 11 are required if you are setting up SMTP Group Journaling or SMTP Mailbox Journaling.

To configure SMTP Archiving, you must log in using the Vault Service account, or an account that is assigned to the SMTP Administrator role. The SMTP Administrator role is also included in the Messaging Administrator role and the Power Administrator role.

See "Roles-based administration" in the Administrator's Guide.

Table: Steps to configure SMTP Archiving

Step

Task

More information

Step 1

Plan your SMTP Archiving environment.

We strongly recommend that you plan in detail your SMTP Archiving environment before starting the configuration process. The section referenced opposite provides a list of important points to consider, and best practice hints and tips.

See Planning your configuration.

Step 2

Configure the SMTP server settings for all the Enterprise Vault SMTP servers in the site.

See Configuring the Enterprise Vault SMTP Servers in the site.

Step 3

Create the SMTP Archiving task, and configure the SMTP holding folder.

You can add the SMTP Archiving task manually, as described in the section opposite, or let Enterprise Vault add it automatically when you create the first SMTP routing address.

See Adding an SMTP Archiving task and holding folder.

Step 4

Set up suitable retention categories.

See Configuring retention categories and retention plans.

Step 5

Create SMTP policies.

See Creating SMTP policies.

Step 6

If you want to use archives other than SMTP archives for SMTP Journaling or SMTP Group Journaling, then create these before configuring the target addresses or provisioning groups.

For SMTP Journaling, you can create new SMTP archives in the New SMTP Target wizard, when you create the routing addresses. Alternatively, you can create archives of a different type beforehand, and select them in the wizard.

Similarly, for SMTP Group Journaling you can create SMTP archives in the provisioning group wizard, or create archives of a different type beforehand.

For SMTP Mailbox Journaling, the provisioning task assigns an Internet Mail archive to each member of the SMTP Mailbox Journaling provisioning groups. If an Internet Mail archive already exists for an SMTP address, the task automatically links it to the SMTP target. If no Internet Mail archive exists for a target address, the provisioning task automatically creates one.

See Configuring archives for SMTP messages.

Step 7

Add the SMTP routing addresses.

See Adding SMTP routing addresses.

Step 8

If you use Compliance Accelerator, add internal SMTP domains to site settings.

See Additional configuration for Compliance Accelerator.

Step 9

SMTP Journaling:

If you are implementing SMTP Journaling, configuration is complete. We recommend that you check your configuration settings.

You can skip steps 10 and 11.

See Checking settings for SMTP Journaling.

Step 10

SMTP Group Journaling and SMTP Mailbox Journaling:

Create SMTP Provisioning task.

You can add the SMTP Provisioning task manually, as described in the section opposite, or let Enterprise Vault create it automatically when you create the first provisioning group.

See Adding or deleting an SMTP Provisioning task.

Step 11

SMTP Group Journaling and SMTP Mailbox Journaling:

Create the required groups of users to provision for SMTP Group Journaling or SMTP Mailbox Journaling.

See About SMTP provisioning groups.