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Configuring Archive Settings at the Domain Level

 

Topic Last Modified: 2011-04-08

You can edit the message retention period or legal hold settings for a domain. Domain settings override company default settings.

To edit archive settings for a domain
  1. In the Administration Center, click the Administration tab, and then click the Domains tab.

  2. Click the appropriate domain.

  3. In the Service Settings section of the center pane next to Archive Settings, click Edit.

  4. Select Enable or Disable from the Legal hold box to enable or disable the legal hold function for the domain. Messages reaching the end of their retention period are not destroyed while legal hold is enabled.

  5. In the Retention period box, specify how long messages are held in the archive before they are destroyed.

  6. Set the archive settings, and then click Save.

You must create accounts for users whose mail is to be archived. Mail addressed to user email addresses for which no user accounts exist in the Administration Center are dropped. Thus it is critical to have all required primary, secondary, IM, and Bloomberg addresses configured for every user prior to archiving.

NoteNote:
The Bloomberg messaging system is a standard communication tool within the financial market community.

Users can be set up individually or in bulk.

To add an individual user
  1. In the Administration Center, click the Administration tab, and then click the Users tab.

  2. Click Add User in the Task pane.

  3. Enter the primary email address for the user in the Primary e-mail address field.

  4. Click Save.

  5. To search for the new account, type the email address into the search field, and then click Search.

  6. Click the primary email account.

  7. Click Edit in the User Settings pane to configure the user's first name, last name, language, and time zone.

  8. Click Add in the E-mail and IM addresses pane to add other email addresses, including Bloomberg, IM, and Out of Band (Alternate). Out of Band (Alternate) addresses are needed to receive password reset and emergency notification email messages.

You can also add or change the user's password, Administration Center permissions, Archive Roles, and IP Restrictions in the Security pane.

To add users in bulk, you can create a comma-separated values (CSV) file in Microsoft Office Excel that contains a list of user names and other information, and then upload that file to the Administration Center.

NoteNote:
To use the Import Users from File functionality in the Administration Center, you must have the administrator or account manager role at the company level.
To create a list of users in a CSV file
  1. Open Microsoft Office Excel.

  2. Enter the following user information as separate values, with each user's information in a single row:

    • Primary email address (required)

    • First name

    • Last name

    • Secondary email addresses

    • Instant message addresses

    NoteNote:
    Separate the alias part of the instant message address from the instant message provider name with a backslash "\". For example, "lukaa\msn" is an instant message address.
    • Alternate email addresses

    NoteNote:
    Add "alt:" to the beginning of all alternate email addresses for the user. For example, "alt:david@contoso.com".
    You may want to specify an alternative email address that can be used to contact you in the case of an email outage.
  3. Save the file in CSV format.

The following example shows a user file with two users. The first user, Pilar Ackerman, has one secondary email address and one instant message address; the second user, Jim Hance, has two alternate email addresses.

 

Primary Email Address First Name Last Name Secondary Email Address Instant Message Address

pilar.ackerman@contoso.com

Pilar

Akcerman

alt:packerman@contoso.com

ackermanp\msn

jim.hance@contoso.com

Jim

Hance

alt:jhance@constoso.com

alt:jim@contoso.com

Once you have created a list of users in a CSV file, you can import the list into EHA.

To import the CSV user file
  1. In the Administration Center, click the Administration tab, and then click the Users tab.

  2. In the Tasks pane, click Import Users From File.

  3. In the Send status notifications to the following email field, type the email address to send upload status information to.

  4. Click Browse next to the Specify the user list file field to browse to and select the CSV file that you created.

  5. To disable all the user accounts that are not included in your user file after the user file has been successfully uploaded, select the Disable all users not specified in the file check box.

  6. Select the various other settings as needed.

  7. Click Save to begin the import process.

After you begin the upload process, EHA sends status notifications to the administrator email address that you specified.

If the new user accounts were not added to your services, the process did not complete. This can be the result of an improperly formatted CSV file. Recheck the formatting of your CSV file, and then retry the upload process in the Administration Center.

 
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