contentACCESS documentation – version Orion | TECH-ARROW Documentation Center

Introduction to contentACCESS
1. Services provided by contentACCESS
2. Software requirements
  1. contentACCESS prerequisites
contentACCESS setup package
1. Installation of contentACCESS
2. Update of contentACCESS
  1. Managing the index reset or migration
contentACCESS components
1. contentACCESS Central Administration
2. contentACCESS Portal
  1. Logging in to contentACCESS Portal
  2. contentACCESS Portal Automated single sign on
3. Backup Administration for Microsoft 365
4. Virtual drive
5. contentACCESS Web Services (Proxy)
6. Central login page
contentACCESS Tools
1. Installing Outlook forms
2. Legacy email archive connectors
3. Legacy archive connector for Metalogix Archive Manager Exchange Edition (MAM EE)
  1. Installing Legacy MAM retrieve service and its configuration on the MAM server
  2. Configuration of the MAM server in contentACCESS Central Administration
4. Legacy archive connector for Email Lifecycle Manager (ELM)
5. Installing TECH-ARROW’s WinShortcutter
6. contentACCESS Outlook add-in
  1. Installation of contentACCESS Outlook add-in
  2. How to use contentACCESS Outlook add-in
Tenants in contentACCESS
1. How to create a new tenant
  1. How to edit and disable a tenant
2. Tenant limitations
3. How to provide access to a tenant (adding new tenant administrators)
4. Tenant administrator invitation types
5. Tenant associations
  1. Tenant - database association
  2. Tenant - user association
6. Tenant deletion
General system configurations
1. Connection
2. User interface
3. Users in contentACCESS
4. Invitations
5. Roles
  1. Creating roles
  2. Role details
  3. Role assignment
  4. Defining specific permissions of a role assignment
  5. Editing roles, editing role assignments
  6. Role cloning
  7. General use cases of how to create/assign roles
  8. Managing access to contentACCESS objects
6. Login providers
  1. Login providers’ context menu options
  2. External login provider configuration
  3. Associating an enabled provider with a user login
  4. contentACCESS users in third party systems
7. System
8. Licensing
  1. How to activate your license key
9. Notifications
10. System logs — how to find out possible misconfigurations / reasons of potential system/job failures
11. Configuration auditing
12. Archive auditing
13. Distributed environment in contentACCESS — Clusters
14. Statistics
15. Legal hold
16. Task runner
17. Indexing
18. SMTP Servers
19. SMTP Mappings
20. SMTP Rules - selective journaling
21. Sharing job
22. Sharing settings
23. How to create/configure databases — All databases
Common features
1. Databases
2. Schedules
3. Retentions
4. Storages
5. Exchange connections
  1. Exchange performance settings – turning off the Exchange throttling policies
  2. Mixed Exchange environments in the Email Archive system
6. Importing contentACCESS configurations from files
  1. Manual import of Exchange servers/groups/mailboxes to the contentACCESS Address book
  2. Importing File Archive root folders to be archived
Creating new jobs in contentACCESS
Jobs’ page, jobs’ context menu
Filtering in jobs
File Archive
1. Introduction to File system archive
2. File archive settings
3. File archive Databases
4. File archive System settings
5. File archive Retentions
6. File archive Storages
7. Root folders
8. Aliases
9. File archive Schedules
10. Provisioning settings and managing access to contentACCESS Portal
  1. File system provisioning job description
11. Remote agents (file archive)
12. Global rules (remote file archive)
13. Configuring aliases
14. Configuration of jobs available in contentACCESS File Archive
15. Configuration of File archive retention changer job
16. Configuration of File system archive job
  1. File system archive job description
17. Configuration of a File system restore job
  1. File system restore job description
18. Configuration of File system recovery job
  1. File system recovery job description
19. Configuration of Delete job in File archive
  1. File system delete job description
20. Configuration of File system shortcut synchronization job
  1. File system shortcut synchronization job description
21. Configuration of Remote shortcutting job
  1. File system remote shortcutting job description
22. Active/inactive documents in File system archive
Email Archive
1. Important settings before creating an Email Archive job
2. Database settings
3. Email archive System settings
  1. Hybrid exchange settings
4. Email archive Provisioning settings
  1. Email archive provisioning job description
5. Retention settings
6. Shortcuts in email archiving
7. Storing of archived emails
  1. LoboDMS storage
8. Creating email archive schedulers
9. User experience
  1. Exchange 2013+: contentACCESS MailApp in OWA 2013+ or on MS Outlook 2013+ desktop version
  2. Exchange 2010: OWA 2010 integration
10. Address book objects
  1. Adding address book objects manually
  2. Removing groups and mailboxes from the Address book
11. Granting access rights for mailbox users and explicit users to view the mailbox archive
  1. Creating contentACCESS Portal users (option 1)
  2. Manage access to a mailbox archive (option 2)
12. Database and store assignment in email archiving
  1. How to assign database, storage and index zone to an Exchange group?
  2. How to assign database, storage and index zone to a mailbox?
  3. How to move data from source database/storage into a second (target) database/storage?
13. contentACCESS MailApp access
14. Remote agents (email archive)
15. PST import
  1. PST import job description
16. Creating Email archive jobs: archive, restore, recovery, delete, mailbox move, shortcut synchronizaion, shortcut repair
17. Email archive job
  1. Email archive job configuration
  2. Email archive job description
  3. Email archive journal processing
    1. Recommendations after turning on journal archive
  4. Archiving of rights protected messages
18. Email archive retention changer job
19. Email restore job
  1. Email restore job configuration
  2. Email restore job description
20. Email recovery job
  1. Email recovery job configuration
  2. Email recovery job description
21. Configuration of Delete job in Email archive
  1. Email delete job description
22. Journal post processing job
  1. Journal post processing job configuration
23. Mailbox move job
  1. Mailbox move job configration
  2. Mailbox move job description
24. Shortcut synchronization job
  1. Shortcut synchronization job configuration
  2. Email shortcut synchronization job description
25. Shortcut repair job
  1. Shortcut repair job configuration
  2. Email shortcut repair job description
26. Public folder archiving
  1. How to configure a job to archive public folders
  2. Public folders in the contentACCESS Portal archive
  3. User permissions to public folders
  4. Public Folder archiving in mixed Exchange environments
27. Access to private emails and archiving them
28. SMTP archiving
SharePoint archive plugin
1. SharePoint Archive settings
2. SharePoint archive System settings
3. Site connections in the SharePoint archive
4. SharePoint archive Provisioning settings
  1. SharePoint provisioning job description
5. Shortcut configuration in SharePoint
6. SharePoint archive Address book
7. SharePoint Archive job configuration
  1. SharePoint archive job description
8. SharePoint archive retention changer job configuration
9. SharePoint recovery job configuration
  1. SharePoint recovery job description
10. Configuration of Delete job in SharePoint archive
  1. SharePoint delete job description
11. SharePoint Publishing job
  1. SharePoint publishing job description
12. SharePoint in the contentACCESS Portal archive
OneDrive archive
1. OneDrive Archive job configuration
2. OneDrive archive Jobs
GDPR plugin
1. GDPR Settings
2. GDPR Processing
Teams archive
1. Teams archive databases
2. Teams archive System settings
3. Teams archive Provisioning settings
4. Shortcut configuration in Teams archive
5. Teams archive Address book
  1. Removing objects from Teams archive Address book
6. Teams archive Licensing
7. Teams archive Jobs
Custom plugins
1. Email management job configuration
2. Storage replication plugin
3. Sharing plugin
4. Datengut plugin
5. Email synchronizer plugin
6. Categorize to Public folders plugin
7. LoboDMS plugin
ThreatTest
1. ThreatTest configuration
2. Using ThreatTest App
officeGATE
contentACCESS Mobile
Virtual drive configurations
Teams application
Application settings
Terms of use
FAQ
1. Download sample for the file to be imported does not work
2. Archiving is not working if MAPI is set to communicate with the Exchange server
3. Virtual drive is still appearing after the uninstall
4. Outlook forms problems
5. Unable to open shortcuts of archived files on the server side
6. Samples are not shown using 'Show sample" option in the Import dialog
7. Do I need to create separate tenants for file archiving and email archiving
8. What is the recommended database size for email, file and Sharepoint archiving
9. The TEMP folder is running out of space when archiving big files
10. The attachment could not be opened
11. After updating Exchange 2013, the EWS connection might not work in contentACCESS
12. If Windows authentication is not working in contentACCESS and an alias was created for contentACCESS
13. contentACCESS Outlook add-in certificate issue
14. Prerequisites for Microsoft 365 archiving
15. PowerShell scripts for setting up Email archive
16. How to reconfigure your email archive to use modern authentication for PowerShell
17. Solution for Outlook security patches
18. Solution for Outlook security patches through GPO
19. Solution for indexing PDF files
20. Microsoft 365 SuperUser mailbox configuration
21. Microsoft 365 journaling
  1. Configuring Microsoft 365 journal forwarding through third-party Exchange Online Protection
22. Organizational forms
23. Multifactor authentication
24. Region setting
25. contentACCESS MailApp installation issue
26. Azure app registration for Microsoft 365 archiving
  1. Grant permissions for Email archive
  2. Grant permissions for the OneDrive archive
  3. Grant permissions for the SharePoint archive
  4. Grant permissions for Teams archive
  5. How to request access to Microsoft Protected API
Troubleshooting

6.15.Legal hold
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The legal hold feature allows to create a legal hold case, where the user can put documents afterwards. Documents which are under a legal hold case can’t be deleted from the system until the legal hold case expires. Legal hold has the same functionality in File, Email and also SharePoint archive.

Configuration
From the configuration side, the Legal hold management is asynchronous, all the operations regarding the Legal hold are asynchronous and are managed by the Task runner (System -> Task runner). The Legal hold feature can be activated and configured per tenant.

The following settings are available:
✓ Legal hold
The Legal hold must be enabled here if the user wants to use it. If this option is checked, the Task runner will process also create/update legal hold cases tasks from contentACCESS Portal.

✓ Database
For database settings select an already configured connection from the dropdown list, where the Legal hold metadata will be stored. (For further information about how to set database connections please refer to section Databases.)

Legal hold needs an additional storage, where all the exported files will be stored. It should be set in central administration under “System”. Here the UNC path can be provided, where all the exported files will be stored by Legal hold plugin.

User experience
To see how Legal hold can be used, please read this section.

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6.15.Legal hold ↑ Back to Top

6.15.Legal hold
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