Personal Archive User Guide

Transcription

1 Personal Archive User Guide Personal Archive gives you an unlimited mailbox and helps you quickly and easily access your archived directly from Microsoft Outlook or Lotus Notes. Since Personal Archive integrates seamlessly with Outlook or Notes, you can easily complete common day-to-day tasks using a familiar user interface. Additionally, you can log in to Personal Archive from a number of supported web browsers to work with your archived when you do not have access to Outlook or Notes. Personal Archive's easy-to-use interface allows you to restore s deleted from your Inbox, search for archived s, or tag groups of s for quicker access. Additional available features of Personal Archive include the ability to compose new s, reply to or forward archived s, or display active Inbox folders and/or legacy data. Another available feature of Personal Archive, Continuity, provides you with a "standby mailbox" and allows you to send and receive s even when your company's mail server is unavailable. Personal Archive currently does not archive calendar items, contacts, or notes. This User Guide includes additional information about Personal Archive and provides instructions to use its key features. You can also download the Personal Archive User Guide in PDF format. Contents Log in to Personal Archive Using Personal Archive About Archived s View s Save s Download Attachments Restore s Tag s Print s Using Personal Archive Search Use Quick Search Use Advanced Search Search Guidelines Search Tips Filter Search Results Save Search Results Additional Features Send s Active Folders and Legacy Data Continuity Configure Personal Archive Settings Supported Operating Systems and Browsers Log in to Personal Archive To log in to Personal Archive 1. Select your Personal Archive folder in the folders pane of Microsoft Outlook or Lotus Notes. Your administrator selects the name of your Personal Archive folder. You can also access Personal Archive from a web browser using a Personal Archive URL. Contact your administrator for your Personal Archive URL. 2. Select a Security option. Refer to the following table for more information:

2 This is a public or shared computer This is a private computer Personal Archive prompts you for your user name and password each time you access the login screen and automatically logs you out after 20 minutes of inactivity. Default option selected Personal Archive stores your credentials in your browser's local profile cache for 10 hours allowing you to bypass the login screen after your initial successful login. You can clear this setting by logging out of Personal Archive. 3. Enter your username and password. 4. Select a Language setting. 5. Click Log In. Using Personal Archive Personal Archive's easy-to-use interface allows you to quickly and easily access your archived s. You can view s and attachments, restore s deleted from your Outlook or Notes Inbox, or tag groups of s for quicker access. About Archived s Once your organization enables your Personal Archive account, the service begins journaling a copy of all s you send and receive to your archive in real time. This archival process allows your organization to store copies of all s sent and received by users in accordance with the global retention policy. By providing you access to Personal Archive, your organization provides you access to the copies of the s stored in your archive. Using Personal Archive to access the s stored in your archive also allows you to access s deleted from your Outlook or Notes Inbox. However, since Personal Archive stores s in accordance with your organization's retention policy, you cannot delete any s from your archive. Personal Archive only deletes s from your archive when the retention period expires. View s You can display your s in Personal Archive in the following views. View All Incoming Outgoing Description Displays sent and received s. This is the default view. Displays only received s. Displays only sent s. You can open and view multiple s in Personal Archive in tabbed view; each you open appears in a new tab. After you open an in a new tab, you can select the All tab or the tab for another open at any time during your session. To change views To limit your view of your mailbox by the message direction, click the All tab above the message pane and select an option.

3 Save s You can download and save the copies of your stored in Personal Archive in Outlook (.msg) or Notes (.nsf) file format. To save an 1. Right-click on the you want to save and select Save this message. You can also save an from the message preview pane. 2. Select an option to Open or Save the in the File Download dialog that displays for your web browser. Download Attachments You can open or save attachments from the copies of your stored in Personal Archive.

4 To download an attachment 1. Select an with an attachment. s with attachments are denoted by in the message list. 2. Click in the message preview pane to display attachments. The Attachment icon turns green when attachments are displayed. 3. Select the attachment you want to download. 4. Select an option to Open or Save the attachment in the File Download dialog that displays for your web browser. Restore s While working with the copies of your s in the archive, you may find an that you want to see in Outlook or Notes. You can use the Restore feature in Personal Archive to send an exact copy of the back to your Inbox. The restoration process only takes a few seconds to complete. The restored appears in the top of your Inbox with the date and time you restored the . You can see the original timestamp of the by opening it in your Outlook or Notes Inbox.

5 To restore an Right-click on the you want to restore and select Restore this message. You can also restore an from the message preview pane. If the message you restored does not appear in your Inbox, check your other message folders if you use mail rules or check your junk folder. Tag s You can use tags to identify specific types of s. You can also use saved tags as search filters. When you enable search filters, saved tags display in the Search Filter pane. See Filter Search Results for more information. Tags do not alter the original ; Personal Archive only uses tags within the archive to help you find s more quickly at a later time. To tag an 1. Select an . You can also select multiple s to apply the tag to those s. 2. Click Tags in the toolbar.

6 3. Select one of the following options. The Add Tag window displays. Option Tag current page Tag all s Tag selected Delete Tag Update Tag Description Applies a tag to all s on the current page. Applies a tag to all s. Applies a tag to s with checkboxes selected. Allows you to delete existing tags. Allows you to edit existing tags. 4. Select an existing tag to update or create a new tag in the Add Tag window. Refer to the following table for more information:

7 Saved Tags Retention Tags New Tag Comments Legal Hold Tag Select this option to update a saved tag. Select this option to update a retention tag. This option is only available if your administrator enables it for your account. Select this option to create and apply a new tag. Enter a name for the new tag after you select this option. Enter a comment for the new tag. Select the checkbox to make the new tag a legal hold tag. This option is only available to archive reviewers with permission to create legal hold tags. When you select Saved Tags or Retention Tags, Personal Archive updates the tags by applying it to the selected s. The selected tag will no longer be applied to s selected previously if they are not currently selected. 5. Click Add. To view s with a tag applied, click Tags in the toolbar and select the tag. Print s You can print the copies of your stored in Personal Archive. To print an Right-click the you want to print and select Print this message. The message preview pane displays.

8 You can also click the Print this message icon from the message preview pane. Using Personal Archive Search Personal Archive's Quick Search and Advanced Search features allow you to quickly and easily search your archive for s or attachments. Quick Search allows you to search your archive for specific s using a variety of search terms including names and addresses. Advanced Search allows you to customize your search using a variety of search criteria including subject, sender, recipient, mail direction, attachment type, or date. Additionally, you can user Search Filters to further refine your search results or save searches for use at a later time. Personal Archive search functionality is based on the open source Lucene index framework. To use Quick Search Enter a search term in the Content field of the toolbar and click.

9 You can include "OR", "NOT", or wildcard phrases to create a more detailed search. See Search Tips for more information. Similarly to most search engines, the Personal Archive search engine automatically adds "AND" conditions between search terms entered to help limit the number of search results returned. To use Advanced Search 1. Click in the toolbar. The Advanced Search filters display. 2. Enter your search criteria. You can use any combination of the search criteria fields. Refer to the following table for more information: Search Criteria Content Subject From To Description Enter a keyword or phrase. Enter the subject of the . Enter the name or address of the sender. Click From to access your organization's global address list. Enter the name or address of the recipient. You can enter a name or an address. Click To to access your organization's global address list. Mail Direction Click and select an option. You can select to search all s, incoming s, or outgoing s. Has Attachment Attachment Type Sent Date Select the checkbox to search for an with an attachment. Enter the attachment type if you selected the Has Attachment checkbox. See Search Guidelines for a list of supported attachment types. Click and select a date option. Select Custom Date to enter a date range. 3. Click. Search Guidelines Search terms are not case sensitive. Enter an uppercase AND between two search terms to find items with both terms. Enter an uppercase OR between two search terms to find items with at least one of the terms. Common words, also called stop words, are dropped from searches.

10 Stop Words a, an, and, are, as, at be, but, by for, if in, into, is, it no, not of, on, or such that, the, their, then, there, these, they, this, to was, will, with Special characters and punctuation are interpreted as plain text and omitted from searches. Personal Archive indexes the contents of attachments and allows you to search for specific attachments and/or search terms contained within attachments. Refer to the following table for a list of supported attachment types: File Extension Attachment Type.xls Microsoft Excel Spreadsheet xlsx Microsoft Excel Spreadsheet doc Microsoft Word document docx Microsoft Word document pdf Adobe Acrobat files.ppt Microsoft PowerPoint presentation pptx Microsoft PowerPoint presentation txt.htm.html.pps.zip Text files HTML files HTML files Microsoft PowerPoint slides ZIP archives Search Tips Enter an uppercase OR between two search terms to find s with either search term enter sick OR vacation to find s that contain the words sick or vacation. Use quotation marks to find an exact phrase enter "cloud computing" to find s with this exact phrase. Enter an asterisk at the end of search terms to find similar words enter comp* to find s with the words computer, computing, or company. Enter a question mark in the middle of search terms to find similar words enter te?t to find s with the words test or text. Enter an uppercase NOT between search terms to exclude specific words enter compliance NOT laws to find s with the word compliance that do not include the word laws. You cannot begin a search term with NOT because Personal Archive does not return negative searches. Enter two search terms in quotation marks followed by a tilde and a numerical value to perform a proximity search enter "sick approved"~5 to find s with the words sick and approved within five words of each other. An example result for this search would be Your requested sick day from October 31 is approved. Enter full addresses to narrow search results enter sallybrown@acme.com in the From field of the Advanced Search filters to find s sent by Sally Brown. Use quotation marks to find full names enter "Sally Brown" in the To field of the Advanced Search filters to find s sent to Sally Brown. Filter Search Results

11 After you use a Quick Search or Advanced Search to find s in your archive, you can enable Search Filters to further refine your search results. Search Filters that you can apply to search results include Sender, Years, Tags, or Attachments. To use Search Filters 1. Click in the toolbar. The Search Filter icon turns green when enabled. 2. Enter a search term in the Content field of the toolbar and click. The Search Filter pane displays. 3. Click for a category in the Search Filter pane to apply the filter to your search results. Save Search Results You can save searches to help you quickly find new items that match the search criteria you specified. To create a Saved Search 1. Click Searches in the toolbar and select Save/Update Search. The Save/Update Search window displays. 2. Enter a name for the search and click Save.

12 You can update a Saved Search by entering the name of the search in the Save/Update Search window and clicking Save. Click Searches and select Delete this Search to delete a Saved Search. This option only displays when you have a Saved Search opened. Additional Features In addition to the standard features for viewing, restoring, and tagging archived s, add-on features available include the ability to compose, reply to, or forward your s within Personal Archive and to display active folders and/or legacy data. Another add-on feature, Continuity, automatically displays new s as they arrive and allows you to continue sending and receiving s when your organization's mail server is unavailable. The availability of the following add-on features of Personal Archive depend on the services enabled by your administrator. Contact your administrator if you need access to these features. Send s When enabled by your administrator, Personal Archive gives you the ability to send s directly from your archive. This add-on feature allows you to compose, reply to, or forward s from the Personal Archive interface when you do not have access to Outlook or Notes. Due to the way Personal Archive sends s, the s you send may appear in your recipient's junk mail folder. To compose a new 1. Click New in the toolbar. A new opens in its own tab. 2. Enter the addresses of the mail recipients in the To, CC, or BCC fields. Personal Archive automatically completes the address if the mail recipient is in your organization's global address list. You can also click To, CC, or BCC to access your organization's global address list.

13 To reply to an Click Reply or Reply All in the toolbar above the message pane. A new opens in its own tab. To forward an You can also right-click on a message and select Reply or Reply All to reply to s. Click Forward to forward an in Personal Archive. A new opens in its own tab. You can also right-click on a message and select Forward to forward s. You can also reply to or forward an from the message preview pane. Active Folders and Legacy Data When enabled by your administrator, Personal Archive can display active folders from Outlook or imported legacy data from your account. These add-on features allow you to access your Outlook folders or legacy data using Personal Archive. Personal Archive displays active folders and folders for imported legacy data independently in separate navigation panes. Active Folders

14 Active Folders display an exact copy of your Outlook folders in Personal Archive. Legacy Data Personal Archive allows import of legacy data for the following supported file formats:.pst.eml.msg.nsf The folder structure of your legacy data can only be imported for.pst files. Continuity Continuity is an add-on feature of Personal Archive that provides you with a "standby mailbox" and allows s to continue to appear in your archive for you to respond to when your company's mail server is unavailable. The Continuity icon in the Personal Archive toolbar indicates that Continuity is available for your Personal Archive. The Continuity icon turns green when your company's mail server is unavailable and the feature is active.

15 Configure Personal Archive Settings To configure settings 1. Click and select Settings in the toolbar. The Settings pane displays. 2. Edit the available settings. Refer to the following table for more information:

16 Setting Internationalization Page Layout Description Select the language, date, number, and time zone settings for your location. Personal Archive language support currently includes English, Spanish, Italian, German, French (France), French (Canada), Japanese, Simplified Chinese, Traditional Chinese, Dutch, Korean, Portuguese (Brazil), Russian, Polish, Thai, Turkish, Klingon, Czech, Danish, Finnish, Greek, Hungarian, Norwegian, Swedish, Ukrainian, Arabic, and Hebrew. Select a default page layout for Personal Archive. Default: 8 Change Password Click Change password to change your Personal Archive login password. Message Notification Options Select the checkboxes for the warning messages you want to display. Default: All messages selected Autosave Options Select the Autosave checkbox and select a time interval to enable autosave. When you enable autosave, Personal Archive saves tabs for open messages, searches, and tags from your current session. Default: Off Display icons mode Select Minimal to display only icons in the toolbar or Basic to display icons and text labels. Default: Minimal 3. Click Save. Click Default to restore the default Personal Archive settings. Supported Operating Systems and Browsers Personal Archive currently supports the following configurations when accessed from Microsoft Outlook: Operating System Internet Explorer Microsoft Outlook Windows XP SP3 IE Outlook 2007 Windows XP SP3 IE Outlook 2007 Windows Vista IE Outlook 2007 Windows Vista SP1 IE Outlook 2007 Windows 7 64-bit IE Outlook bit Personal Archive currently supports the following configurations when accessed from a web browser.

17 Operating System Google Chrome Safari Mozilla Firefox Windows XP SP Windows Mac OS X (5531.9) Personal Archive has not been tested with the mobile version of Safari accessed from ios devices. While Personal Archive can be accessed from ios devices, certain functionality available from supported browsers may not be available from the mobile version of Safari.