Email Archiving for Microsoft Exchange Server 2010 Setup Guide

Transcription

Email Archiving for Microsoft Exchange Server 2010 Setup Guide
Setup Guide
Email Archiving for Microsoft Exchange
Server 2010
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
Contents
1
Introducing Email Archiving for Microsoft Exchange Server
The role of envelope journaling in archiving messages
Associating messages with users in Email Archiving .
Rules for unassociated messages . . . . . .
Archiving historical messages . . . . . . . . . .
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Getting Started
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Supported versions of Exchange Server 2010 . . . . . . . . . . . . . . . . . . . . . . 7
Before you begin the setup process . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Selecting premium or standard journaling . . . . . . . . . . . . . . . . . . . . . . . . 7
3
Add a new journaling mailbox
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4
Enable standard journaling
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5
Set up premium journaling
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Hide the journal mailbox from Exchange address lists
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7
Prevent mail from going directly to the journal mailbox
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8
Remove storage limits on the journal mailbox
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Setting up TLS on Exchange Server
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Verify that your Exchange Server is using TLS with POP3 and IMAP4 . . . . . . . . . . . . . 29
Telnet to your Exchange Server by disabling POP3 authentication . . . . . . . . . . . . . . 30
Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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Contents
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
1
Introducing Email Archiving for Microsoft
Exchange Server
The Email Archiving service stores email messages from a journal mailbox on your Microsoft Exchange
Server and associates those messages with user accounts. Users can then log on to the Control
Console and view their archived messages. Additionally, Email Archiving allows you to store all of your
previously sent and received messages using an historical mailbox.
Contents
The role of envelope journaling in archiving messages
Associating messages with users in Email Archiving
Archiving historical messages
The role of envelope journaling in archiving messages
Email Archiving requires that you enable the envelope journaling feature of your Microsoft Exchange
Server.
The journaling feature of Exchange Server creates a copy — or journal — of all email messages that
are sent or received by the server. Using envelope journaling ensures that the BCC and distribution list
recipients are captured and archived in addition to the primary sender and recipient.
Once journaling is enabled, the Exchange Server then sends copies of all email to a dedicated mailbox
called the journal recipient mailbox. From here, the Email Archiving service can retrieve your email
and archive it.
Email Archiving stores messages for a user even after that user has been removed from the Active
Directory and the Exchange Server.
Associating messages with users in Email Archiving
Email Archiving automatically associates newly archived email messages with user accounts in the
Control Console. This process ensures that individual users are able to view their archived messages in
the Email Archiving tab of the Control Console. Otherwise, unassociated messages can be viewed by a
Customer Administrator.
You can use the Email Archiving Summary pane on the Overview tab of Email Archiving to view a count of
unassociated messages. This can help you troubleshoot problems in the archiving process.
Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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1
Introducing Email Archiving for Microsoft Exchange Server
Archiving historical messages
Rules for unassociated messages
An unassociated message is a message that the system cannot link to an existing user account. This
means that these messages can only be viewed and managed by customer administrators.
A message can fail to link to a user account for a number of reasons:
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The user account was deleted.
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The user account was created after the message was archived.
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The user account was never created because the email message is historical.
You cannot recreate a user account once it is deleted or re-associate messages to a user account once
the account is deleted.
Archiving historical messages
You can also archive older, historical messages in addition to your active mail accounts. This involves a
completely different process and does not use journaling.
Historical messages include all of the messages that were on your mail server prior to setting up Email
Archiving. In order to archive these messages you can do one of the following:
•
Pay for the Managed Import Service. You can ask your sales representative for details.
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Upload historical messages by setting up a designated historical mail source in the Control Console.
There is no extra charge.
If you choose to upload historical messages, you should complete these activities:
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Create a user mailbox on the Exchange Server and place your historical messages into the inbox.
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Set up a Historical Mail Source in the Control Console and connect it to your historical mailbox.
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Enable the Historical Mail Source and messages placed into the inbox of your historical mailbox are
automatically imported into Email Archiving. Once they are archived, your messages are then
deleted from the mailbox. Messages in subfolders, however, are not imported.
For more information view the Email Archiving Administrator Guide or the Control Console Online Help.
Do not turn on journaling for your historical mailbox.
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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Getting Started
Your environment needs to include specific software to work with Email Archiving. Review these
requirements and recommendations before setting up your Exchange Server.
Contents
Supported versions of Exchange Server 2010
Before you begin the setup process
Selecting premium or standard journaling
Supported versions of Exchange Server 2010
You should have one of the following versions of Exchange Server 2010 to support Email Archiving.
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Microsoft Exchange Server 2010 Standard Edition
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Microsoft Exchange Server 2010 Enterprise Edition
Before you begin the setup process
Be sure to complete the following tasks before setting up the journaling feature in Exchange Server.
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You must add your users on the Control Console before you set up Email Archiving and the
journaling feature of Exchange Server.
If you don't add your users first, then the Customer Administrator will be the only user role with
access to the archive.
•
You should check with your Firewall/Intrusion Prevention System vendor to verify that the Email
Archiving service IP space is able to communicate with your network.
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Running a mixed Exchange Server environment is not recommended or supported. Interoperability
limitations between different versions of Exchange Server can adversely affect journaling.
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The maximum message size that Email Archiving can store is 50 MB. Larger messages remain in
the journal mailbox and are not archived. As a result, we recommend setting the maximum
message size in Exchange Server to 50 MB as well. For more information, consult the Microsoft
Exchange Server documentation.
•
IMAP is the recommended protocol for all setup activities in Email Archiving.
Selecting premium or standard journaling
There are two types of journaling: standard and premium. Standard journaling is easier to implement
and allows you to quickly enable journaling for ALL the users on a storage database. Premium
Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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2
Getting Started
Selecting premium or standard journaling
journaling is more complex to implement but it enables you to set up journaling based on rules. For
example, you can enable journaling for specific users on a database.
Premium journaling requires that you purchase an Exchange Server Enterprise client access license
(CAL). If you have not purchased enterprise CALs, you must use standard journaling.
If you wish to archive all of your users, we recommend setting up standard journaling on each of your
storage databases. Be sure to determine which journaling method you will use before proceeding with
the setup process.
Standard journaling
Standard journaling records all messages sent to or received from recipients and senders assigned to
a particular mailbox database. For example, messages for all users in mailbox database A might be
journaled, while messages for all users in mailbox database B might not be journaled.
Premium journaling
Premium journaling records messages according to rules you configure. Journaling rules specify the
scope of journaling and whether messages are journaled for specific recipients or to a distribution list.
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Global scope — includes all messages that pass through a Hub Transport server.
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Internal scope — includes all messages that are sent and received within the Exchange organization.
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External scope — includes all messages sent and received outside the Exchange organization.
For example, you can create a rule to journal all internal messages, as well as messages sent to a
distribution list of customers outside your Exchange organization.
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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Add a new journaling mailbox
You should set up a journaling mailbox for use with Email Archiving.
Complete these steps when setting up both standard and premium journaling.
Task
1
Open the Exchange Management Console on the mailbox server.
2
Click to expand Recipient Configuration and then click Mailbox.
3
Under Mailbox in the Actions panel, click New Mailbox.
4
Select User Mailbox and click Next.
Figure 3-1 New Mailbox — Introduction
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Setup Guide
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Add a new journaling mailbox
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Select New User and click Next.
Figure 3-2 New Mailbox — User Type
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Under User Information, complete the following:
a
Enter a name in the First name and Last name fields.
b
Edit the Name field as necessary.
Email Archiving for Microsoft Exchange Server 2010
Setup Guide
Add a new journaling mailbox
c
Enter a log on name in the User logon name (User Principal Name) field.
d
Type and confirm a password in the Password and Confirm password fields.
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This is the user logon name and password you will use to set up a mail source in Email Archiving.
Figure 3-3 New Mailbox - User Information
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Click Next.
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Under Mailbox Settings, enter an alias for the mailbox user in the Alias field.
Figure 3-4 New Mailbox — Mailbox Settings
Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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Add a new journaling mailbox
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Click Next.
10 Under Archive Settings make no changes and click Next.
Figure 3-5 New Mailbox - Archive Settings
11 Review the Configuration Summary and click New to create the mailbox.
Figure 3-6 New Mailbox - Configuration Summary
12 Click Finish.
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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Enable standard journaling
Enable standard journaling by turning it on for each database. Once enabled, standard journaling
applies to all of the mailboxes on a server.
This task is required for setting up standard journaling. Do not complete this task if you are setting up
premium journaling.
Task
1
Open the Exchange Management Console on the mailbox server where you are enabling standard journaling.
2
Click to expand Server Configuration, then click Mailbox.
3
Under the Database Management tab in the Mailbox panel, double-click the database name to open the
Properties window.
Figure 4-1 Organization Configuration — Mailbox
Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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4
Enable standard journaling
4
Click the Maintenance tab.
Figure 4-2 Mailbox Database Properties
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
Enable standard journaling
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Select the Journal Recipient checkbox and then click Browse to select a recipient.
Figure 4-3 Mailbox Database Properties — Maintenance
Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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4
Enable standard journaling
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Select the journal recipient mailbox and click OK.
Figure 4-4 Select Recipient
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Click OK to complete the process.
All journaled messages for users on this mailbox database are sent to the journal mailbox.
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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Set up premium journaling
Add journal rules to enable the premium journaling options on those clients with Enterprise Edition
Licensing CALs.
This task is required for setting up premium journaling. Do not complete this task if you are setting up
standard journaling.
Task
1
Enable the journaling agent on the Hub Transport server.
a
Click Start | All Programs | Microsoft Exchange Server 20xx | Exchange Management Shell
b
To determine whether or not the journaling agent is enabled, enter: Get-TransportAgent
If no agent name is returned, the agent is not enabled.
c
To enable the agent, enter: Enable-TransportAgent -Identity "Journaling agent"
2
Open the Exchange Management Console on your Hub Transport Server.
3
Click to expand Organization Configuration and then click Hub Transport.
4
In the Hub Transport panel, select Journal Rules.
Figure 5-1 Hub Transport — Journal Rules
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Setup Guide
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Set up premium journaling
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In the Hub Transport section of the Actions panel, click New Journal Rule.
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Configure a new journal rule:
a
For Rule name, enter a name for new rule.
b
For Send Journal reports to e-mail address, click Browse and select the name of the journal mailbox.
c
For Journal messages for recipient, click Browse to select the recipient of the journal messages.
Figure 5-2 New Journal Rule
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
Set up premium journaling
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Click New.
8
Click Finish.
5
Figure 5-3 New Journal Rule — Completion
All journaled messages for users on this Hub Transport server are now sent to the journal mailbox.
Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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5
Set up premium journaling
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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Hide the journal mailbox from Exchange
address lists
You should remove the journal recipient mailbox from Exchange address lists in order to prevent it
from receiving mail directly. The journal mailbox should only be used for archiving purposes.
You can complete this task using either the Exchange Management Console or the Exchange Management Shell.
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From the Exchange Management Console:
a
Open the Exchange Management Console on the mailbox server.
b
Click to expand Recipient Configuration and then double-click the journal mailbox to open the
Properties window.
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Setup Guide
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6
Hide the journal mailbox from Exchange address lists
c
Select Hide from Exchange address lists.
Figure 6-1 Mailbox Properties — Hide from Exchange address lists
d
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Click OK to complete the process.
From the Exchange Management Shell:
a
Select Start | All Programs | Microsoft Exchange Server 20xx | Exchange Management Shell.
b
Type Set-Mailbox journalmailbox -HiddenFromAddressListsEnabled $true.
Where journalmailbox is the name of your journal mailbox.
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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Prevent mail from going directly to the
journal mailbox
You should remove the journal recipient mailbox from the Global Address List in order to keep it from
receiving mail directly. The journal mailbox should only be used for archiving purposes.
You can complete this task using either the Exchange Management Console or the Exchange Management Shell.
•
From the Exchange Management Console:
a
Open the Exchange Management Console on the mailbox server.
b
Click to expand Recipient Configuration and then double-click the journal mailbox to open the
Properties window.
c
Select Mail Flow Settings.
Figure 7-1 Mailbox Properties — Mail Flow Settings
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Setup Guide
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7
Prevent mail from going directly to the journal mailbox
d
Double-click Message Delivery Restrictions to set your configuration options.
Figure 7-2 Message Delivery Restrictions
•
e
Select Only senders in the following list.
f
Click Add to open the Select Recipient window.
g
Select a recipient, and click OK.
h
Click OK to complete the process.
From the Exchange Management Shell:
a
Select Start | All Programs | Microsoft Exchange Server 20xx | Exchange Management Shell.
b
Type Set-Mailbox journalmailbox -AcceptMessagesOnlyFrom journalmailbox.
Where journalmailbox is the name of your journal mailbox.
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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Remove storage limits on the journal
mailbox
Although Email Archiving removes messages from the journal mailbox after they have been archived,
there may be delays. This can cause a temporary buildup in the journal mailbox. If you have
previously set a limit to the size of the journal mailbox, this setting might inadvertently cause
messages to be removed before they can be archived. As a result, you should consider removing
storage limits that can affect the journal mailbox.
Before you begin
Set up your journal recipient mailbox before completing this task.
Task
1
Open the Exchange Management Console on the mailbox server.
2
Click to expand Recipient Configuration and then double-click the journal mailbox to open the Properties
window.
Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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8
Remove storage limits on the journal mailbox
3
Select Mailbox Settings.
Figure 8-1 Mailbox Properties — Mailbox Settings
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
Remove storage limits on the journal mailbox
4
8
Double-click Storage Quotas.
Figure 8-2 Storage Quotas
5
Deselect all of the options under Storage Quotas and Deleted item retention, and then click OK.
6
Click OK to complete the process.
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Setup Guide
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8
Remove storage limits on the journal mailbox
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Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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Setting up TLS on Exchange Server
Transport Layer Security (TLS) is an encryption protocol that provides secure communications on the
internet for such things as web browsing, email, internet faxing, instant messaging, and other data
transfers. Email Archiving supports TLS, allowing you to enhance the security of your outbound
journaled email messages. Using TLS is not required.
Email Archiving uses a TLS certificate to authenticate your Exchange Server. It then automatically
accepts the encrypted messages as they are transported from Exchange Server, decrypts the
messages, and then stores them using a 256-bit encryption method.
You can find detailed information about setting up TLS for Exchange Server on the Microsoft website:
http://technet.microsoft.com/en-us/library/bb430764.aspx
Contents
Verify that your Exchange Server is using TLS with POP3 and IMAP4
Telnet to your Exchange Server by disabling POP3 authentication
Verify that your Exchange Server is using TLS with POP3 and
IMAP4
Secure POP3 and IMAP4 access with TLS are both enabled by default. However you should verify the
settings to ensure that both are using SecureLogin.
IMAP is the recommended protocol for Email Archiving.
Task
1
At the Exchange Server desktop, select Start | All Programs | Microsoft Exchange Server 20xx Exchange
Management Shell to open a command prompt.
2
Type Get-POPsettings.
3
Verify that the LoginType field is set to SecureLogin.
UnencryptedOrTLSBindings SSLBindings
LoginType
X509Certifcate Name
------------------------ -----------
---------
-------------------
{:::110, 0.0.0.0:110}
4
{:::995, 0.0.0.0:995} SecureLogin w2008
Type Get-IMAPsettings.
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Setup Guide
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Setting up TLS on Exchange Server
Telnet to your Exchange Server by disabling POP3 authentication
5
Verify that the LoginType field is set to SecureLogin.
UnencryptedOrTLSBindings SSLBindings
LoginType
X509Certifcate Name
------------------------ -----------
---------
-------------------
{:::143, 0.0.0.0:143}
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{:::993, 0.0.0.0:993} SecureLogin w2008
Close the command prompt.
Telnet to your Exchange Server by disabling POP3 authentication
It can be useful to connect to Exchange Server using Telnet. However, it is not possible to Telnet on
port 110 when the POP3 LoginType is set to SecureLogin. To Telnet, you will need to change your
POP3 Authentication settings to Plain text logon (Basic Authentication) and connect without TLS.
When you attempt to login with Telnet you may see an error message:
+OK The Microsoft Exchange POP3 service is ready. User username -ERR Command is not valid in
this state.
When this occurs you should change your settings.
Task
1
2
3
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Change your POP3 authentication settings.
a
Open the Exchange Management Console.
b
Expand Server Configuration and click Client Access.
c
Click POP3 and IMAP4.
d
From the list, double-click POP3 to open the POP3 Properties dialog box.
e
Click Authentication and select Plain text login (Basic Authentication).
f
Click OK.
Restart the POP3 service.
a
Click Start | All Programs | Administrative Tools | Services.
b
Right-click Microsoft Exchange POP3 and click Restart.
Start a new Telnet session.
a
Open a command prompt and type Telnet example_hostname 110.
b
Type USER example_user_name.
c
Type PASS example_password.
Email Archiving for Microsoft Exchange Server 2010
Setup Guide
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