Enterprise Vault™ Setting up SMTP Archiving

Last Published:
Product(s): Enterprise Vault (12.5)
  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

Configuring the SMTP site setting, Selective Journal Archiving

For SMTP Group Journaling and SMTP Mailbox Journaling, the value of the advanced SMTP site setting, Selective Journal Archiving, must be either Inclusive or Exclusive. When you create the first provisioning group, Enterprise Vault automatically sets the value to Inclusive.

If you implement general SMTP Journaling together with either SMTP Group or Mailbox Journaling, this setting controls where messages that contain target addresses are stored:

  • Inclusive. A message that contains a target user address may be stored in both of the following archives:

    • An SMTP Journaling archive that is assigned to the routing address.

    • The archive that is assigned to the target user (SMTP Mailbox Journaling), or an archive that is assigned to the group that includes the target user (SMTP Group Journaling).

  • Exclusive. A message that contains a target user address is only stored in the archive that is assigned to the target user (SMTP Mailbox Journaling), or an archive assigned to the group that includes the target user (SMTP Group Journaling).

    Any message that does not contain a target user address is stored in an SMTP Journaling archive that is assigned to the routing address.

You may want to set the Exclusive value if your target users have sensitive data that you want to keep separate from the general SMTP journaled data.

Table: How Inclusive and Exclusive values affect the archiving task behavior describes in more detail how the SMTP Archiving task determines where to archive messages depending on the value of Selective Journal Archiving and whether routing addresses are enabled or disabled for archiving. In the information given, assume that the messages contain the correct routing address for the Enterprise Vault SMTP server.

Table: How Inclusive and Exclusive values affect the archiving task behavior

Configuration of SMTP Journaling and SMTP Group or Mailbox Journaling

SMTP Archiving task behavior

  • Selective Journal Archiving is set to Inclusive.

  • The provisioning group or manual targets, and routing address are enabled for archiving.

The task searches the sender and recipient fields (X-RCPT-TO, To, CC, BCC, From, Sender) in each message for any of the SMTP Group or Mailbox Journaling target addresses. If the task finds a target address, it stores the message in the archive that is associated with the target address it finds. The archive may be an archive associated with an SMTP Group Journaling group, or the archive associated with an SMTP Mailbox Journaling target user.

A copy of the message is also stored in an archive associated with the routing address (SMTP Journaling).

  • Selective Journal Archiving is set to Inclusive.

  • The provisioning group or manual targets are enabled for archiving.

  • The routing address is disabled for archiving.

The task searches the sender and recipient fields (X-RCPT-TO, To, CC, BCC, From, Sender) in each message for any of the SMTP Group or Mailbox Journaling target addresses. If the task finds a target address, it stores the message in the archive that is associated with the target address it finds. The archive may be an archive associated with an SMTP Group Journaling group, or the archive associated with an SMTP Mailbox Journaling target user.

The task does not store the messages in an archive that is associated with the routing address (SMTP Journaling).

  • Selective Journal Archiving is set to Exclusive.

  • The provisioning group or manual targets, and routing address are enabled for archiving.

The task first searches the sender and recipient fields (To, CC, BCC, From, Sender) in each message for any of the SMTP Group or Mailbox Journaling target addresses. If the task finds a target address, it stores the message in the archive that is associated with the target address it finds. The archive may be an archive associated with an SMTP Group Journaling group, or the archive associated with an SMTP Mailbox Journaling target user.

If no target user addresses are found in the message recipient fields (To, CC, BCC, From, Sender), then the archiving task stores the message in an archive that is associated with the routing address.

To configure the SMTP site setting, Selective Journal Archiving

  1. Open site properties, and select the Advanced tab.

    In the List settings from box, select SMTP.

  2. Click Selective Journal Archiving, and then click Modify.
  3. Set the value to Inclusive or Exclusive, as required.
  4. Apply the setting changes, and close the site properties dialog.
  5. These configuration changes become effective when you restart the SMTP Archiving task on the Enterprise Vault SMTP server. If there are multiple Enterprise Vault SMTP servers in the site, then you need to start the SMTP Archiving task on each SMTP server.