contentACCESS Email Archive – Best Practices | TECH-ARROW Documentation Center

13.Creating an Email archive job

Now we can create our Email Archive job.

a) On the page of Jobs (Email Archive → Archive → Jobs) click + new option.

b) Enter the Display name (Archive job) into the Add new job instance window and click Add.

c) Click OK in the pop up window to open the job’s configuration page and configure it.

The administrator must configure these sections on the job’s configuration page: Database settings, Scheduling settings, Storage settings, Shortcutting, Retention settings, Address book objects to process, Include folders. Filtering settings are optional and allow to set specific criteria for the email archiving (age, size, emails to be excluded etc.).

d) Set “Email Archive DB” that we created in step 4 above. The metadata will be stored here.

e) Select the “Every day at 6 PM” scheduler we created in step 10 above.

f) Select the “Email Archive store” storage we configured in step 9 above.

g) In “Shortcut settings”, select “Shortcut HTML” that we configured in step 8 above.

Note: In the same section, you may set age and size filters that should be used by the archive job. If everything needs to be archived (like in this use case), you can skip these filters.

The shortcut settings allow to combine more shortcut types. If you want to archive your messages, but need to keep them in the mailbox during a certain time (e.g., 2 years) and replace them with a shortcut (e.g., HTML), after this time, you can combine the “Keep original” and a second, e.g., HTML shortcut. The screenshot below shows how to combine shortcuts for this use case (for more information, refer to the online guide here).

h) Select retention “10 years”, which we configured in step 7.

i) In the next step, select “jack.bolton@tech-arrow.com” mailbox to be archived. Click + select option in section “Address book objects to process” and search for the desired mailbox in the dialog.

j) Select the mailbox folder that must be archived in the “Include folders” section. By default, the job is set to process the entire mailbox. Now, we will archive only subfolder “All documents” on the INBOX root, so we set it here. (Refer to the picture below.)

k), l), m) The “Exclude folder”, “Exclude addresses”, and “Item filtering settings” allow to set further filters the archive job will use. The exclude criteria can be added manually or can be imported into contentACCESS from a file (CSV, XML etc.). In this use case, we will not define further filtering criteria.

Important! Exclude rules, defined in System settings in step 6 above, take priority over the Item filtering settings of the Archive job.

n) Under “Notification settings”, select “Never”, as we will use the monitoring feature to check the details of possible system or job related failures.

Note: If you wish to get notification emails if any errors/warning occur during the archiving process, you can set it here. Specify, to be informed about errors, warnings or both, and enter the email address where these notification emails must be sent.

o) Under “Resource settings”, set value “2”.

Note: This value determines the number of simultaneously processed items by the archive job.

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