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Configure PST Capture Settings

 

Microsoft Exchange PST Capture is a stand-alone tool that allows you to search for PST files on computers in your organization. You can then import these PST files to the mailboxes in your organization. PST Capture works with both on-premises Exchange servers and Exchange Online.

To access the settings for PST Capture, open the PST Capture Console, and then click Tools > Settings. From there, you can view or change the following settings.

Use this page to specify the settings for your cloud-based organization. You must configure the settings on this page before you can import PSTs to the mailboxes in your cloud-based organization.

  • Username Specify the username that PST Capture will use to import PSTs to your mailboxes. If you are an Exchange Online (Office 365) customer, this account must be assigned the Tenant Admin role. If you are an Exchange Online (BPOS) customer, this account must be an Exchange Online administrator. For detailed steps about granting administrator permissions to a user account, see Give Users Administrator Permissions.
  • Password Specify the password.
  • Grant delegate access to this mailbox Select this check box to allow PST Capture to grant the specified user account Full Access permissions to the mailboxes in your cloud-based organization to which PSTs will be imported. The Full Access permission will be granted to only those mailboxes that you import PSTs into by using PST Capture. If you don’t select this check box, you will need to grant Full Access permissions manually.
    noteNote:
    The Full Access permission granted by using this check box isn’t removed after PST Capture is run. If you want to remove this permission, you will need to do so manually.
  • Server Specify the server to connect to for importing PST files. You can determine the name of your cloud-based server in Outlook Web App settings. For information about how to find your server name, see Video: Find POP3 and IMAP4 Server Settings. Even though the video in this topic shows you how to identify the server name for POP3 and IMAP4 settings, you can use the same server name when you configure PST Capture.
  • The above is an Office 365 server Select this check box if you are an Exchange Online (Office 365) customer. If you are an Exchange Online (BPOS) customer, clear this check box.
  • Check password and connectivity Click Check to verify connectivity to your cloud-based organization. If the settings are successfully verified, the OK button will be enabled.

Use this page to specify the folder destination for the imported PSTs.

  • Mailbox Click this button to import PST data into the root of the mailbox.
    noteNote:
    If you have any items at the root of the PST file, these items will be placed in the Inbox of the destination mailbox. This is because items can’t be created at the root of an Exchange mailbox.
  • This folder Click this button to specify a folder within the mailbox to place the PST data.
  • Create a subfolder for each PST file Select this check box to create a separate folder for each PST file that is imported. If you don’t select this check box and import multiple PSTs to a destination mailbox, all PST data will be placed in the same location.
    • Use a folder with the name in the PST file Click this button to use the name of the PST file as the folder name for the imported PST data.
    • Use this name Click this button to specify a name for the folder where the PST data will be imported.
  • Add items to the existing folder Click this button to add imported items to the existing folder if the folder already exists on the mailbox.
  • Create a new folder Click to create a new subfolder for the imported items if the folder already exists on the mailbox.
  • Import into the Archive Mailbox   Select this check box if you want to import all PST files to the archive mailbox instead of the actual mailbox.
  • If no Archive Mailbox exists, then use the default mailbox   Select this check box to import PST files to the default mailbox if the destination mailbox doesn’t have an archive. If you select the Import into the Archive Mailbox check box but don’t select this check box, PSTs won’t be imported for mailboxes that don’t have an archive.

By default, PST Capture imports mail items. Use the following settings to import other items.

  • Calendar items   Select this check box to import calendar appointments and meetings.
  • All other non-mail items   Select this check box to import Contacts, Tasks, Notes, and Journal entries.
noteNote:
In the message import settings, if you clicked Mailbox but didn’t select the Create a subfolder for each PST file check box, all imported items will be placed in the folder that contains that specific type of item. For example, all appointments and meetings will be placed in the Calendar folder and all contacts will be placed in the Contacts folder.

Use this page to specify the location that PST Capture will use during the import operations. This location must be a local disk on the host computer.

  • Location Use this box to specify the location of the staging area. Click to browse to the location you want, and then click OK.
  • Maximum size Use this list to specify the maximum size allocated to PST Capture for the import operations. The tool won’t exceed the amount of disk space specified here. By default, PST Capture will use 20 GB.

Use this page to specify whether you want PST Capture to suspend import operations if it encounters errors.

Cancel PST file import if too many messages fail Select this check box if you want to set a threshold for errors during the PST import operations. You can then specify the maximum number of errors allowed before PST Capture stops importing PSTs. The default threshold is 30.

If you clear this check box, PST Capture will attempt to import PST files regardless of how many errors it encounters.

Use this page to configure the general settings for PST Capture.

  • Connection port Use this box to specify the port that the PST Capture Central Service will use to communicate with the agents. The default port is 6674.
    noteNote:
    If you change the port after you deploy PST Capture agents, you must reconfigure all agents to use the new port value.
  • Refresh console every Use this list to specify the interval at which to refresh the information displayed in the PST Capture Console. The default value is 15 seconds.
  • PST Agent polling interval Use this list to specify the interval at which the PST Capture Central Service will communicate with the PST Capture agents. The agents poll the PST Capture Central Service for pending actions such as the start of a new PST search and changes in configuration. They also send status updates to the Central Service. The default value is 1 minute.
 
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