Zantaz EAS Getting Started Guide for Emory

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1 ZantazEAS GettingStartedGuideforEmory GLOSSARY Zantaz:ThenameofthecompanythatownsEAS. EAS(EnterpriseArchivingSolution):ThenameoftheproductthatEmoryusesforitsExchange archiving. EASClient:TheclientthatOutlookuserscaninstalltoperformarchive relatedtasks. EEC(EASEntourageClient):TheclientthatEntourageuserscaninstalltoperformarchive relatedtasks. OWA(OutlookWebAccess):Theweb basedversionofoutlookthatexchangeuserscanusetoperform archiverelatedtasks.thisislocatedathttps://owa.emory.eduforemoryuniversityusersand EWA(EASWebAccess):Theweb basedaccesstoauser seasarchives.thisislocatedat Stub/Shortcut:Astub(alsocalledashortcut)replacessomearchivedmessagesbasedonthe qualificationsinthe EASArchivingPolicies section(foundbelow.)astub/shortcutcontainsthetextof theoriginalmessage(inrichtextformat.)iftheoriginalmessagecontainedattachmentsthentheyare referencedbynameandsizeinthestub.theattachmentsareaccessedbyretrievingorrestoringthe archivedmessage.astubcanbeidentifiedinoutlookorowabytheicondisplayed.theiconissimilar toaregularmessagebuthasanarrowinthelowerlefthandcorner(muchlikeashortcutinawindows operatingsystem.) Open/Preview/Retrieve:Opening(OutlookwithEASClientorOWA)orPreviewing(EntouragewithEEC) astubbedmessagewillretrievethefullmessage(withattachments)backfromtheeasarchives.thisis atemporaryrenderingofthemessageanddoesnotaffectauser sexchang boxsize.inoutlook (witheasclientinstalled)orowathiscanbedonebysimplydouble clickingonamessage. Restore:Restoringamessage(OutlookwithEASClientandEntouragewithEEC)willrestorethemessage fromtheeasarchivesandreplacethestubthatwasinauser smailboxwiththefullversionofthe message(withattachments.) EASARCHIVINGPOLICIES TheEASarchivingpoliciesarebasedontwothings:MessageClasses(i.e. message,Calendaritem, Contacts,etc.)andAge. Messages7daysoldorolderthatare>1MBintotalsizearestubbed. Messages30daysoldandolderareallstubbed,regardlessofsize.

2 Messages180daysoldandolderareplacedintothearchivesonly.Therewillbenostubor messageleftbehindintheexchang box.theseitemsareaccessiblebysearchingorby browsingyourarchivesinewa. Calendaritemstakeonthesamepoliciesasmessages. EASwillnotstubContacts,Notes,orDistributionLists WORKINGWITHSTUBS/SHORTCUTS Astubicon AstubinthemessagelistinOWA AstubbedmessageinthepreviewpaneinOWA

3 Astubbedmessagethathasbeenretrieved. CLIENTS EASClient(withOutlook) Whenanon stubbeditemisselected,theeastoolbarwilldisplaythefollowingoptions:. ArchiveNow:Thisisalsoknownason demandarchiving.clickingthisbuttonafterselectinganonstubbedmessagewillcausetheeassystemtoarchiveandstub/shortcutthemessage.theon demand taskpollsfornewon demandarchiveworkitemsevery10secondsbutitmaytakeupto1minutefor thestubtoappearinauser smailbox(especiallyiftheyarerunningcachedmode.) Search:ThisbuttonwillbringuptheEASSearchwindow(shownbelow.)Fromhere,ausercansearch archivedcontent(boththeirsandcontentbelongingtoothersthattheuserhaspermissionsto.)

4 Sync:ThisbuttonrepresentsthatEASOfflineSynchasbeenactivatedforaclientinstall.EASOffline Syncautomaticallydownloadsandstoreslocallythefullmessagesthatarerepresentedby stubs/shortcutsinauser smailbox.easofflinesyncfunctionssimilarlytooutlookincachedmode.if forsomereasonthearchivedcontentwasnotavailablefromtheserver(i.e.networkoutageornetwork cableunplugged)theuserwouldstillbeabletoretrievethearchivedcontent. ArchiveHelp:Thisbuttonpullsupasmallhelpguideforusers.Thishelpguidedetailshowtoperform basiceasfunctionality.althoughthehelpguidereferencesthatitisforoutlook2003itisapplicablefor bothoutlook2003andoutlook2007installations. Whenastubbeditemisselected,theEAStoolbarwilldisplaythefollowingoptions: Open/Preview:Openingastubbedmessagewillretrievethefullmessage(withattachments)backfrom theeasarchives.thisisatemporaryrenderingofthemessageanddoesnotaffectauser sexchange mailboxsize.inoutlook(witheasclientinstalled)thiscanbedonebysimplydouble clickingona message. Restore:Restoringamessagewillreplacethestubthatwasinauser smailboxwiththefullversionof themessage(withattachments)fromtheeasarchives.thefullmessagewillremainintheuser s exchang boxuntilpolicydictatesthatitbestubbedormovedintothearchivesonly,oruntilauser selectsthemessageandclicksarchivenow. Delete:Deleting(throughtheEASdeletebutton,asopposedtotheOutlookdeletebutton)willcause theitemtobedeletedfromtheuser sexchang boxaswellasfromtheuser seasarchives.ifthis

5 buttonispressedtheitemwillnotbeplacedinthedeleteditemsfolder,butwillbedeleted immediately.formostusersitwillbemoreappropriatetousetheoutlookdeletebuttoninstead. Search:ThisbuttonwillbringuptheEASSearchwindow(shownabove.)Fromhere,ausercansearch archivedcontent(boththeirsandcontentbelongingtoothersthattheuserhaspermissionsto.) Sync:ThisbuttonrepresentsthatEASOfflineSynchasbeenactivatedforaclientinstall.EASOffline Syncautomaticallydownloadsandstoreslocallythefullmessagesthatarerepresentedby stubs/shortcutsinauser smailbox.easofflinesyncfunctionssimilarlytooutlookincachedmode.if forsomereasonthearchivedcontentwasnotavailablefromtheserver(i.e.networkoutageornetwork cableunplugged)theuserwouldstillbeabletoretrievethearchivedcontent. ArchiveHelp:Thisbuttonpullsupasmallhelpguideforusers.Thishelpguidedetailshowtoperform basiceasfunctionality.althoughthehelpguidereferencesthatitisforoutlook2003itisapplicablefor bothoutlook2003andoutlook2007installations. OWAwithEAS BasicEASfunctionalityisalreadybuiltintoOutlookWebAccess(OWA)andisavailableuponlogon. FromOWAyoucanSearcharchivedcontent,Openarchivedcontent,andArchiveitemsyouwishtobe stubbed. Whenanon stubbeditemisselected,theeastoolbarwilldisplaythefollowingoptions: ArchiveHelp:Thisbuttonpullsupasmallhelpguideforusers.Thishelpguidedetailshowtoperform basiceasfunctionality. ArchiveNow:Thisisalsoknownason demandarchiving.clickingthisbuttonafterselectinganonstubbedmessagewillcausetheeassystemtoarchiveandstub/shortcutthemessage.theon demand taskpollsfornewon demandarchiveworkitemsevery10secondsbutitmaytakeupto1minutefor thestubtoappearinauser smailbox. Search:ThisbuttonwillbringuptheEASSearchwindow(shownbelow.)Fromhere,ausercansearch

6 archivedcontent(boththeirsandcontentbelongingtoothersthattheuserhaspermissionsto.) Whenastubbeditemisselected,theEAStoolbarwilldisplaythefollowingoptions: ArchiveHelp:Thisbuttonpullsupasmallhelpguideforusers.Thishelpguidedetailshowtoperform basiceasfunctionality. Open/Preview:Openingastubbedmessagewillretrievethefullmessage(withattachments)backfrom theeasarchives.thisisatemporaryrenderingofthemessageanddoesnotaffectauser sexchange mailboxsize.inoutlook(witheasclientinstalled)thiscanbedonebysimplydouble clickingona message. Search:ThisbuttonwillbringuptheEASSearchwindow(shownabove.)Fromhere,ausercansearch archivedcontent(boththeirsandcontentbelongingtoothersthattheuserhaspermissionsto.)

7 EASENTOURAGECLIENT(EEC) SettingupandWorkingwithEEC Afteryoudownloadandinstalltheclienttherewillbeashortcutplacedonyourdesktop.Thefirsttime yourunthisprogramyouwillseeascreenlikethefollowing: YouwillneedtoentertheEECServerURL(eas.emory.edu),checktheUseSSLcheckbox,andselectthe appropriatetimezone.whenyouhavedonethisclickthetestconnectionbutton.youshouldgeta screenbackthatlookslikethefollowing: YoucanthenclicktheOKbutton,whichwillfullyconnecttheEECclientanddisplaythemainEEC toolbar(shownbelow): Open/Preview:Openingastubbedmessagewillretrievethefullmessage(withattachments)backfrom theeasarchives.thisisatemporaryrenderingofthemessageanddoesnotaffectauser sexchange mailboxsize. Search:ThisbuttonwillbringuptheEASSearchwindow.Fromhere,ausercansearcharchivedcontent (boththeirsandcontentbelongingtoothersthattheuserhaspermissionsto.) Archive:Thisisalsoknownason demandarchiving.clickingthisbuttonafterselectinganon stubbed messagewillcausetheeassystemtoarchiveandstub/shortcutthemessage.theon demandtaskpolls fornewon demandarchiveworkitemsevery10secondsbutitmaytakeupto1minuteforthestubto appearinauser smailbox.

8 Actions:Thismenudisplaystheactionsausercantakeonitems.Theactionsinclude:Reply,ReplyAll, Forward,andRestore. EASWEBACCESS(EWA) EWAisawebinterface,accessibleathttps://eas.emory.eduthatallowsuserstobrosetheirarchived content.thiscanbedonebyfolderstructureorbysearch. LoggingintoEWA Whenyouloginyoumustsupplyyourusername(includingdomainname.)Instructionsfordoingthis arelocatedontheloginpage.youwillusetheloginyouusetoaccessowa. EWAMainPage OnceyouhaveloggedintoEWAyouwillseeapagelikethefollowing.Fromhereyoucanbrowseyour archivedcontent.youwillnoticethateventhoughnoteverythinginyourexchang boxisstubbed, thatitemspresentforatleast24hoursareavailableforviewinghere.

9 Whenyouclickonamessageitscontents(andattachments)appearinthepreviewpane.

10 Ifyouwanttoperformsomemessagingfunctionality(i.e.Forward,Reply,etc.)withthemessageslisted hereyoucanclickontheenvelopeicon(boxedinthepictureabove)inthecenterpane.thiswill downloadthefullmessagefromtheeasarchives(youwillneedamessagingprogram(suchasoutlook orentourage)toviewandperformfunctionalityontheitem. Manyusersmaywishtochange/configurethedefaultoptionsthataresetinEWA.Theoptionspageis accessiblebyclickingonoptionsonthebottomleftcorneroftheewamainpage.

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