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Knowledgebase : Sonian Archiving
SONIAN ARCHIVING AND OFFICE 365 CONFIGURE YOUR MICROSOFT OFFICE 365 ENVIRONMENT In order to be able to enable journaling with the archiving system you need to have the Enterprise version of Office 365. The following guidelines will detail how to enab...
VARIOUS ARTICLES OF INTEREST FOR OFFICE 365 OFFICE 365 PLANS & PRICING UK: http://www.microsoft.com/en-gb/office365/compare-plans.aspx#fbid=WmCb9TC4boO US: http://www.microsoft.com/en-us/office365/compare-plans.aspx#fbid=WmCb9TC4boO MS OFFICE 36...
TROUBLESHOOTING: MAIL IN THE JOURNAL MAILBOX IS NOT BEING COLLECTED KB for known troubleshooting experiences with GOOGLE APPS for Business mail collection: Before performing this task. You will have ensured that the configuration between the Sonian ...
SONIAN SEARCH AUDIT OVERVIEW Search Audit allows you to control and view the activity around a specific search for auditing matters. To view the activity of a specific search, once you are on the SAVED SEARCHES page, click on the AUDIT link at the...
SONIAN WORKING WITH SAVED SEARCHES OVERVIEW All active saved search(es) are displayed in the list. What can I do from the SAVED SEARCHES page? * You can create a new search (see below). * You can edit a saved search (see below). * You can g...
SONIAN WORKING WITH SAVED SEARCHES OVERVIEW All active saved search(es) are displayed in the list. What can I do from the SAVED SEARCHES page? * You can create a new search (see below). * You can edit a saved search (see below). * You can g...
SONIAN SEARCH SUMMARY OVERVIEW Search Summary allows you to create a summary report with relevant information for a given search. To access the summary of a given search and generate a PDF report, first go to the SAVED SEARCHES page. Once you are ...
SONIAN WORKING WITH SAVED SEARCHES OVERVIEW All active saved search(es) are displayed in the list. What can I do from the SAVED SEARCHES page? * You can create a new search (see below). * You can edit a saved search (see below). * You can g...
SONIAN   CREATING AN EXPORT OVERVIEW The archive system allows you to export your search results after you created a search. Different data sets can be exported for a given search. Search Admin (Plus) and Search Users (based on their permissions) ...
SONIAN   EXPORT TIMING AND STATUS UPDATES OVERVIEW There are three stages an export goes through during the export process, and two export exception statuses. The standard export stages are as follows: 1.  QUEUED:   The requested export has ...
SONIAN LARGE EXPORTS OVERVIEW FOR MESSAGES: The archive system supports exports that contain up to 15,000 MESSAGES or 3.5 GB of data. To export greater than 15,000 messages or 3.5 GB of data, you can break the search down into more data sets and exp...
SONIAN VIEWING & DOWNLOADING OVERVIEW The archive system allows you to consult the status of the exports that have been generated from several places. It also allows you to download the recent exports as long as they are ready to be downloaded. If...
SONIAN OVERVIEW Search views allow you to quickly change between different tag categories to fine-tune the search, review, and export process. If filters [http://sa2help.com/search/filtering.html] have been created for a specific search, they will a...
SONIAN Please note that the following is only applicable to File Archiving users. "Purge" is not applicable to emails (and their associated attachments). OVERVIEW Search views allow you to purge archived file data. Purging file data from the archi...
SONIAN ADVANCED SEARCH OVERVIEW Every search requires a name. By default all admins have permission to access all searches. Non-admin users need to be GRANTED SPECIFIC PERMISSION to work with the search results. Permissions can be specified to allow...
SONIAN CUSTOM SEARCH OVERVIEW The custom search feature is intended to provide advanced users with the flexibility to create searches that are more complex than those that are available via the Simple [http://sa2help.com/search/simple_search.html], ...
SONIAN CUSTOM SEARCH FOR FILE OVERVIEW The custom search feature is intended to provide advanced users with the flexibility to create searches that are more complex than those that are available via the Simple [http://sa2help.com/search/simple_searc...
SONIAN NEW OR EDIT SEARCH OVERVIEW Every search requires a name. By default all admins have permission to access all searches. Non-admin users need to be GRANTED SPECIFIC PERMISSION to work with the search results. Permissions can be specified to al...
SONIAN RANDOM SEARCH OVERVIEW Every search requires a name. By default all admins have permission to access all searches. Non-admin users need to be GRANTED SPECIFIC PERMISSION to work with the search results. Permissions can be specified to allow a...
SONIAN SIMPLE SEARCH OVERVIEW Every search requires a name. By default all admins have permission to access all searches. Non-admin users need to be GRANTED SPECIFIC PERMISSION to work with the search results. Permissions can be specified to allow a...
SONIAN WIZARD SEARCH OVERVIEW Every search requires a name, and a begin and end date range. By default all admins have permission to access all searches. Non-admin users need to be GRANTED SPECIFIC PERMISSION to work with the search results. Permiss...
SONIAN WORKING WITH SEARCH LISTS SEARCH LISTS You can create system-wide lists of pre-defined terms that can be used in the search process. Those lists can be especially useful when using the Wizard search [http://sa2help.com/search/searchedit.htm...
SONIAN MANAGE YOUR SYSTEM TAGS SYSTEM TAGS Create system-wide tags of frequently used terms to save time later when reviewing search results. Tags function as the taxonomy system for categorizing search results. There are several "pre-defined" tag...
SONIAN CHANGING YOUR PERSONAL SETTINGS YOUR SETTINGS Manage your personal settings here. From the "SETTINGS" tab, you can perform the following actions on your settings: - MODIFY YOUR ACCOUNT SETTINGS: * Change your user name. * Change your ...
SONIAN COMMENTING Add comments to individual message and file to keep notes available between sessions and for others to see. 1. Click on the ADD COMMENT hyperlink below the tags. 2. Write your comment in the blank box. 3. Click onthe ADD COMMENT...
SONIAN FILE ACTIONS For each file you can perform the following actions: * PREVIEW = preview of the first 100KB of a file to ensure fidelity. Two options are available to preview a file: - Click on the hyperlinked bold file name in the headers; - C...
SONIAN OVERVIEW The archiving service gives you the possibility to filter results. You can create a search and filter the displayed results right after creating it, or you can access an already created search and filter the results. The filtering capa...
SONIAN APPLYING & REMOVING LEGAL HOLD OVERVIEW Use Legal Hold to keep a copy of your emails and/or files regardless of your system-set archiving retention policy. The 'Legal Hold' status will trump your Email Retention Policy and retain the messages...
SONIAN MESSAGE ACTIONS For each message you can perform the following actions: * TO PDF = create a PDF. * DOWNLOAD = export to a RFC822/MIME file. A file message.zip will be created for you to download. "zip" is a standard compression format. * SE...
SONIAN WORKING WITH SEARCH RESULTS OVERVIEW Search queries return results if the index finds a match. Search results are sorted by date by default, starting with the most recent result first. What actions can I perform with my search results? *...
SONIAN REVIEWING Use the pre-defined tags "Reviewed", "Starred" and "Attention" to help streamline the search and eDiscovery process. Those predefined search tags help you to categorize search results. Each message or file that is marked as "Reviewe...
SONIAN SAVING AS A NEW SEARCH You can edit an already created search with new search criteria and then save it as a new search to keep the previously created search and create a new search based on the edited search. Steps to follow: 1- Open an ...
SONIAN WORKING WITH SEARCH RESULTS SORTING Date (most recent) is the default sort order. The date is determined by the most recent archived email or file matching your search query. You can also sort by ascending and descending on date, relevance,...
SONIAN TAGGING If you are logged in as a search administrator you can tag messages and/or files in order to group the search results for easier review. You have three tagging options available. 1. The archive system allows you to create a specific t...
SONIAN ACCOUNT SETTINGS OVERVIEW The account screen is where you manage core account settings. Only the account owner (AO) has access to this page. ACCOUNT SETUP Site Name The archive system uses the site name to uniquely identify each custome...
SONIAN DASHBOARD Here is an overview of the dashboard for account administrators (AA), search administrator (SA) and search administrators plus. STATISTICS After each archive collection, the statistics will be updated to reflect the total number o...
SONIAN HOW DO I FIND THE TOTAL SIZE FOR MY ARCHIVE IN POSTINI? First, you must log in to Postini as an archive admin. As soon as you log in, you will be prompted to choose either SYSTEM ADMINISTRATION _(or possibly Archive Administration)_ or Message ...
SONIAN COLLECTOR SETTINGS OVERVIEW Collector configuration is where you tell the archive system how to access data from your site. Depending upon the type of email platform you are using, you may choose to process your email into the archive service...
SONIAN OVERVIEW User accounts control access to administration and search functions. There are four basic permission sets you can assign to a user account: * Account Administrators (AA) * Search Administrator PLUS * Search Administrators (SA) ...
SONIAN ENABLE EMAIL FORWARDING RESTRICTION(S) Overview This feature allows the Account Owner or Administrator to control WHO has the ability to forward data out of the archive and to WHOM. By default, forwarding is enabled and allowed for every arc...
Please click the link to download the Guide in PDF Format
SONIAN EXPORTING (LARGE EXPORTS) OVERVIEW The archive system supports exports that contain up to 15,000 MESSAGES or 3.5 GB of data. To export greater than 15,000 messages or 3.5 GB of data, you can break the search down into more data sets and expor...
SONIAN http://player.vimeo.com/video/34904526?title=0&byline=0&portrait=0&color=ff9933 [http://player.vimeo.com/video/34904526?title=0&byline=0&portrait=0&color=ff9933] OVERVIEW LDAP integration gives you the ability to leverage your directory infor...
SONIAN REPORTS OVERVIEW Six different types of reports are available: * Activity by User * Activity by UI Action * Activity by Date * Collection by Mailbox * Collection by User Create activity reports in PDF or CSV format you can download fro...
SONIAN RETENTION POLICIES OVERVIEW The archive service allows you to set an Email Retention Policy which will purge items from your archive older than a specified age (defined in years and month). Any items on Legal Hold [http://sa2help.com/search/s...
SONIAN IMPORT TASKS OVERVIEW: It's easy to load your existing data into the archive. This system allows you to coordinate with an Archive Service Data Import Specialist to manage the full "end to end" process. CREATING AN IMPORT: HOW DO YOU CR...
SONIAN DRAG-AND-DROP UPLOAD     OVERVIEW: It's easy to load your existing data into the archive. This importing system allows you to simply drag-and-drop legacy email and/or file data into the archive utilizing a Java applet. FILE FORMATS: * The ...
SONIAN SETTINGS OVERVIEW Administrators are provided additional options within their SETTINGS tab to control End User Access Rules and Login Messages. YOUR SETTINGS ACCOUNT Each user of the archiving service is provided a SETTINGS area to make...
SONIAN ENABLING WORKSTREAM IN SONIAN Workstream is only uses with an RSS feed. You may need to install a RSS Feed Reader if you do not already have one, otherwise you will only see code if you try to click on the link. For example, it will look li...
_Exchange 2010 has two modes of journaling available, Standard Journaling and Premium Journaling. To understand what best fits your organisations needs, please refer to the following article here [http://support.excelmicro.com/index.php?/Knowledgebase/Art...
_NOTE: The details provided in this guide is general, based upon the Microsoft Exchange documentation. It remains the responsibility of the customer to:_ * _Ensure the correct type of journaling option is chosen based on needs, compliance and the arch...
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