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Microsoft Exchange Server 2010 : Getting Started with Email Archiving - Enabling Archiving (part 1) - Archive Quotas , Exchange 2010 Discovery Operation Considerations

8/2/2014 4:05:14 AM

You have two ways to archive-enable mail:

  • Through the Exchange Management Console (EMC)

  • Through PowerShell

To enable an already existing mailbox for archiving within the EMC, you expand the Recipient option on the left and select the mailbox or mailboxes that you would like to enable. Right-click and select the Enable Archiving option to make an archive available for the users selected.

To enable new users that are created through the EMC with the wizard, you simply select the check box Create An Archive Mailbox For This Account (see Figure 1).

Figure 1. Select the Create An Archive Mailbox For This Account option.

You can use PowerShell to enable it as well, and your cmdlet would look like this:

Enable-Mailbox "John Doe" –archive

Disabling a mailbox from being archive-enabled can be done in the same way: by right-clicking it in the EMC and selecting Disable Archive or by selecting the Disable Archive option in the right pane of the EMC when you highlight the mailbox. If you want to do it with a cmdlet, the command looks like this:

Disable-Mailbox "John Doe" –archive

Disabling ensures that the data remains but that no new data can be added. This is basically the same as disconnecting a primary mailbox from an account.

The Remove command will delete the archive mailbox from Exchange, and the command looks like this:

Remove-Mailbox "John Doe" –archive

1. Archive Quotas

Many organizations enforce quotas on users' mailboxes, and archive mailboxes are designed to allow users to store historical data outside their primary mailboxes. Mailbox quotas are one of the primary reasons end users have started using PST files. To attempt to remove the desire and need for using PST files by your end users, you must ensure that the archive mailbox has enough storage available for the end users to store all of their data. However, organizations may want to cap the growth of archive mailboxes for cost reasons or storage expansion planning. You can configure an end user's archive mailbox with two options:


ArchiveWarningQuota

When an end user's archive mailbox exceeds this limit, an event is logged in the Application event log.


ArchiveQuota

When an end user's archive mailbox exceeds this limit, moving data to the archive mailbox is prohibited.

Both options are set to Unlimited by default.

Like most of the archiving functionality in Exchange 2010, you have two ways to configure quotas:

  • Through the Exchange Management Console (EMC)

  • Through PowerShell

To set personal archive quotas within the EMC, expand the Recipient option on the left and select the mailbox or mailboxes that you would like to configure. In the Action panes, click Properties and select the Mailbox Settings tab. Then select Archive Quota and click Properties. To enable the warning quota limits, select the check boxes and fill in the storage value in megabytes.

You can configure both the ArchiveQuota and ArchiveWarningQuota settings with PowerShell. To set an ArchiveQuota of 2 GB and an ArchiveWarningQuota of 1500 MB for an end user, use this command:

Set-Mailbox -Identity "John Doe" -ArchiveQuota 2GB -ArchiveWarningQuota 

1500MB

2. Exchange 2010 Discovery Operation Considerations

Microsoft does not use the common industry term eDiscovery for its advanced search functionality. Instead, it is called Exchange Server 2010 Discovery and is aimed toward helping organizations with functionality to search for relevant information in Exchange mailboxes, whether they are local or remote on another Exchange 2010 Server. These searches are common practice with organizations that are dealing with litigations and lawsuits or that want to ensure they are in compliance with either organizational rules or rules that are enforced by their business bylaws or rules that are enforced on their business by legislation or laws.

The Discovery functionality uses the existing content indexes created by Exchange Search. Instead of the PowerShell queries used in Exchange 2007 to do cross-mailbox and -server search, there is now an easy search interface, but behind the scenes it is still a PowerShell cmdlet (search-mailbox). One of the reasons for this change is that it is fairly rare to find a lawyer or HR person who is fluent in PowerShell, and the GUI is much more suited for them. Since cross-mailbox and -server search is a "powerful" right to have (that is, you technically could look in everyone's mailbox), it is a restricted permission. Use role-based access control (RBAC) to add the Mailbox Search role to give nontechnical people access to this search functionality without disclosing administrative permissions.

2.1. When Do You Use Discovery?

There are a few scenarios for which you would use the Discovery option. As we said earlier, Discovery is a powerful search option that allows you to search and collect data across your Exchange organization. The main use scenarios are as follows:


Legal eDiscovery

More and more organizations are forced to provide information to support litigation or lawsuits. Traditionally, you had to manually search multiple servers, and if you were lucky you could use some of the PowerShell cmdlets in Exchange 2007. No matter what you used, it was a time-consuming and costly exercise. Exchange 2010 Discovery fills a niche; you can search across your entire organization without using cmdlets (which is important for HR or legal people).


HR

Responds to requests to research and monitor email content or complaints. For instance, in a case where an employee feels that the email content he or she has received from peers is offensive in content and in violation with HR policies, HR should investigate this matter.


Organizational Investigations

Responds to requests from the internal legal department or management as part of investigations. There are many organizations that are involved in legal matters that involve an external party. In this case the internal legal department will respond to a formal request for information as part of a legal matter and the legal department will have a limited set of time to respond to this request.

How does Exchange 2010 Discovery differ from other solutions? Well, the difference is largely in the expansiveness of the functionality. A quick view of the differences between Exchange 2010 and an enterprise or business archiving eDiscovery solution shows that for reviewing purposes Exchange 2010 requires you to copy the search result set to a target mailbox instead of reviewing the content straight from the application.

2.2. Using the Exchange Server 2010 Archive

For an end user to get access to his archived data with Exchange 2010, he will either have to use Outlook Web App or have Outlook 2010 installed (see Figure 22.2 and Figure 22.3). An end user can drag and drop email from his PST files directly into the personal archive, but mail in the primary mailbox can be moved automatically using retention and archive policies that can be set on the mailbox, folder, or item level.

You can set a quota on the personal archive separately from the primary mailbox.

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