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Zantaz EAS Getting Started Guide for Emory GLOSSARY Zantaz : The name of the company that owns EAS. EAS (Enterprise Archiving Solution) : The name of the product that Emory uses for its Exchange email archiving. EAS Client : The client that Outlook users can install to perform archive‐related tasks. EEC (EAS Entourage Client) : The client that Entourage users can install to perform archive‐related tasks. OWA (Outlook Web Access) : The web‐based version of Outlook that Exchange users can use to perform archive related tasks. This is located at https://owa.emory.edu for Emory University users and https://ehcowa.emory.edu for Emory HealthCare users. EWA (EAS Web Access) : The web‐based access to a user’s EAS archives. This is located at https://eas.emory.edu. Stub/Shortcut : A stub (also called a shortcut) replaces some archived messages based on the qualifications in the “EAS Archiving Policies” section (found below.) A stub/shortcut contains the text of the original message (in Rich Text Format.) If the original message contained attachments then they are referenced by name and size in the stub. The attachments are accessed by retrieving or restoring the archived message. A stub can be identified in Outlook or OWA by the icon displayed. The icon is similar to a regular message but has an arrow in the lower left hand corner (much like a shortcut in a Windows operating system.) Open/Preview/Retrieve : Opening (Outlook with EAS Client or OWA) or Previewing (Entourage with EEC) a stubbed message will retrieve the full message (with attachments) back from the EAS archives. This is a temporary rendering of the message and does not affect a user’s Exchange mailbox size. In Outlook (with EAS Client installed) or OWA this can be done by simply double‐clicking on a message. Restore : Restoring a message (Outlook with EAS Client and Entourage with EEC) will restore the message from the EAS archives and replace the stub that was in a user’s mailbox with the full version of the message (with attachments.) EAS ARCHIVING POLICIES The EAS archiving policies are based on two things: Message Classes (i.e. Email message, Calendar item, Contacts, etc.) and Age. Messages 7 days old or older that are >1MB in total size are stubbed. Messages 30 days old and older are all stubbed, regardless of size.

Zantaz EAS Getting Started Guide - Emory University · Zantaz EAS Getting Started Guide for Emory GLOSSARY Zantaz: The name of the company that owns EAS. EAS (Enterprise

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ZantazEASGettingStartedGuideforEmoryGLOSSARYZantaz:ThenameofthecompanythatownsEAS.EAS(EnterpriseArchivingSolution):ThenameoftheproductthatEmoryusesforitsExchangeemail

archiving.EASClient:TheclientthatOutlookuserscaninstalltoperformarchive‐relatedtasks.EEC(EASEntourageClient):TheclientthatEntourageuserscaninstalltoperformarchive‐relatedtasks.

OWA(OutlookWebAccess):Theweb‐basedversionofOutlookthatExchangeuserscanusetoperformarchiverelatedtasks.Thisislocatedathttps://owa.emory.eduforEmoryUniversityusersandhttps://ehcowa.emory.eduforEmoryHealthCareusers.

EWA(EASWebAccess):Theweb‐basedaccesstoauser’sEASarchives.Thisislocatedathttps://eas.emory.edu.Stub/Shortcut:Astub(alsocalledashortcut)replacessomearchivedmessagesbasedonthe

qualificationsinthe“EASArchivingPolicies”section(foundbelow.)Astub/shortcutcontainsthetextoftheoriginalmessage(inRichTextFormat.)Iftheoriginalmessagecontainedattachmentsthentheyarereferencedbynameandsizeinthestub.Theattachmentsareaccessedbyretrievingorrestoringthe

archivedmessage.AstubcanbeidentifiedinOutlookorOWAbytheicondisplayed.Theiconissimilartoaregularmessagebuthasanarrowinthelowerlefthandcorner(muchlikeashortcutinaWindowsoperatingsystem.)

Open/Preview/Retrieve:Opening(OutlookwithEASClientorOWA)orPreviewing(EntouragewithEEC)astubbedmessagewillretrievethefullmessage(withattachments)backfromtheEASarchives.Thisisatemporaryrenderingofthemessageanddoesnotaffectauser’sExchangemailboxsize.InOutlook

(withEASClientinstalled)orOWAthiscanbedonebysimplydouble‐clickingonamessage.Restore:Restoringamessage(OutlookwithEASClientandEntouragewithEEC)willrestorethemessagefromtheEASarchivesandreplacethestubthatwasinauser’smailboxwiththefullversionofthe

message(withattachments.)

EASARCHIVINGPOLICIESTheEASarchivingpoliciesarebasedontwothings:MessageClasses(i.e.Emailmessage,Calendaritem,Contacts,etc.)andAge.

• Messages7daysoldorolderthatare>1MBintotalsizearestubbed.

• Messages30daysoldandolderareallstubbed,regardlessofsize.

• Messages180daysoldandolderareplacedintothearchivesonly.TherewillbenostubormessageleftbehindintheExchangemailbox.Theseitemsareaccessiblebysearchingorby

browsingyourarchivesinEWA.

• Calendaritemstakeonthesamepoliciesasmessages.

• EASwillnotstubContacts,Notes,orDistributionLists

WORKINGWITHSTUBS/SHORTCUTS• Astubicon

• AstubinthemessagelistinOWA

• AstubbedmessageinthepreviewpaneinOWA

• Astubbedmessagethathasbeenretrieved.

CLIENTS

EASClient(withOutlook)Whenanon­stubbeditemisselected,theEAStoolbarwilldisplaythefollowingoptions:

.ArchiveNow:Thisisalsoknownason‐demandarchiving.Clickingthisbuttonafterselectinganon‐

stubbedmessagewillcausetheEASsystemtoarchiveandstub/shortcutthemessage.Theon‐demandtaskpollsfornewon‐demandarchiveworkitemsevery10secondsbutitmaytakeupto1minuteforthestubtoappearinauser’smailbox(especiallyiftheyarerunningcachedmode.)

Search:ThisbuttonwillbringuptheEASSearchwindow(shownbelow.)Fromhere,ausercansearcharchivedcontent(boththeirsandcontentbelongingtoothersthattheuserhaspermissionsto.)

Sync:ThisbuttonrepresentsthatEASOfflineSynchasbeenactivatedforaclientinstall.EASOffline

Syncautomaticallydownloadsandstoreslocallythefullmessagesthatarerepresentedbystubs/shortcutsinauser’smailbox.EASOfflineSyncfunctionssimilarlytoOutlookinCachedMode.Ifforsomereasonthearchivedcontentwasnotavailablefromtheserver(i.e.networkoutageornetwork

cableunplugged)theuserwouldstillbeabletoretrievethearchivedcontent.ArchiveHelp:Thisbuttonpullsupasmallhelpguideforusers.ThishelpguidedetailshowtoperformbasicEASfunctionality.AlthoughthehelpguidereferencesthatitisforOutlook2003itisapplicablefor

bothOutlook2003andOutlook2007installations.

Whenastubbeditemisselected,theEAStoolbarwilldisplaythefollowingoptions:

Open/Preview:Openingastubbedmessagewillretrievethefullmessage(withattachments)backfromtheEASarchives.Thisisatemporaryrenderingofthemessageanddoesnotaffectauser’sExchange

mailboxsize.InOutlook(withEASClientinstalled)thiscanbedonebysimplydouble‐clickingonamessage.Restore:Restoringamessagewillreplacethestubthatwasinauser’smailboxwiththefullversionof

themessage(withattachments)fromtheEASarchives.Thefullmessagewillremainintheuser’sexchangemailboxuntilpolicydictatesthatitbestubbedormovedintothearchivesonly,oruntilauser

selectsthemessageandclicksArchiveNow.Delete:Deleting(throughtheEASdeletebutton,asopposedtotheOutlookdeletebutton)willcausetheitemtobedeletedfromtheuser’sExchangemailboxaswellasfromtheuser’sEASarchives.Ifthis

buttonispressedtheitemWILLNOTbeplacedintheDeletedItemsfolder,butwillbedeletedimmediately.FormostusersitwillbemoreappropriatetousetheOutlookdeletebuttoninstead.

Search:ThisbuttonwillbringuptheEASSearchwindow(shownabove.)Fromhere,ausercansearcharchivedcontent(boththeirsandcontentbelongingtoothersthattheuserhaspermissionsto.)Sync:ThisbuttonrepresentsthatEASOfflineSynchasbeenactivatedforaclientinstall.EASOffline

Syncautomaticallydownloadsandstoreslocallythefullmessagesthatarerepresentedbystubs/shortcutsinauser’smailbox.EASOfflineSyncfunctionssimilarlytoOutlookinCachedMode.Ifforsomereasonthearchivedcontentwasnotavailablefromtheserver(i.e.networkoutageornetwork

cableunplugged)theuserwouldstillbeabletoretrievethearchivedcontent.ArchiveHelp:Thisbuttonpullsupasmallhelpguideforusers.ThishelpguidedetailshowtoperformbasicEASfunctionality.AlthoughthehelpguidereferencesthatitisforOutlook2003itisapplicablefor

bothOutlook2003andOutlook2007installations.

OWAwithEASBasicEASfunctionalityisalreadybuiltintoOutlookWebAccess(OWA)andisavailableuponlogon.FromOWAyoucanSearcharchivedcontent,Openarchivedcontent,andArchiveitemsyouwishtobestubbed.

Whenanon­stubbeditemisselected,theEAStoolbarwilldisplaythefollowingoptions:

ArchiveHelp:Thisbuttonpullsupasmallhelpguideforusers.Thishelpguidedetailshowtoperform

basicEASfunctionality.ArchiveNow:Thisisalsoknownason‐demandarchiving.Clickingthisbuttonafterselectinganon‐stubbedmessagewillcausetheEASsystemtoarchiveandstub/shortcutthemessage.Theon‐demand

taskpollsfornewon‐demandarchiveworkitemsevery10secondsbutitmaytakeupto1minuteforthestubtoappearinauser’smailbox.Search:ThisbuttonwillbringuptheEASSearchwindow(shownbelow.)Fromhere,ausercansearch

archivedcontent(boththeirsandcontentbelongingtoothersthattheuserhaspermissionsto.)

Whenastubbeditemisselected,theEAStoolbarwilldisplaythefollowingoptions:

ArchiveHelp:Thisbuttonpullsupasmallhelpguideforusers.ThishelpguidedetailshowtoperformbasicEASfunctionality.

Open/Preview:Openingastubbedmessagewillretrievethefullmessage(withattachments)backfromtheEASarchives.Thisisatemporaryrenderingofthemessageanddoesnotaffectauser’sExchangemailboxsize.InOutlook(withEASClientinstalled)thiscanbedonebysimplydouble‐clickingona

message.Search:ThisbuttonwillbringuptheEASSearchwindow(shownabove.)Fromhere,ausercansearcharchivedcontent(boththeirsandcontentbelongingtoothersthattheuserhaspermissionsto.)

EASENTOURAGECLIENT(EEC)

SettingupandWorkingwithEECAfteryoudownloadandinstalltheclienttherewillbeashortcutplacedonyourdesktop.Thefirsttime

yourunthisprogramyouwillseeascreenlikethefollowing:

YouwillneedtoentertheEECServerURL(eas.emory.edu),checktheUseSSLcheckbox,andselectthe

appropriateTimeZone.WhenyouhavedonethisclicktheTestConnectionbutton.Youshouldgetascreenbackthatlookslikethefollowing:

YoucanthenclicktheOKbutton,whichwillfullyconnecttheEECclientanddisplaythemainEECtoolbar(shownbelow):

Open/Preview:Openingastubbedmessagewillretrievethefullmessage(withattachments)backfromtheEASarchives.Thisisatemporaryrenderingofthemessageanddoesnotaffectauser’sExchangemailboxsize.

Search:ThisbuttonwillbringuptheEASSearchwindow.Fromhere,ausercansearcharchivedcontent(boththeirsandcontentbelongingtoothersthattheuserhaspermissionsto.)Archive:Thisisalsoknownason‐demandarchiving.Clickingthisbuttonafterselectinganon‐stubbed

messagewillcausetheEASsystemtoarchiveandstub/shortcutthemessage.Theon‐demandtaskpollsfornewon‐demandarchiveworkitemsevery10secondsbutitmaytakeupto1minuteforthestubtoappearinauser’smailbox.

Actions:Thismenudisplaystheactionsausercantakeonitems.Theactionsinclude:Reply,ReplyAll,Forward,andRestore.

EASWEBACCESS(EWA)EWAisawebinterface,accessibleathttps://eas.emory.eduthatallowsuserstobrosetheirarchived

content.Thiscanbedonebyfolderstructureorbysearch.

LoggingintoEWAWhenyouloginyoumustsupplyyourusername(includingdomainname.)Instructionsfordoingthisarelocatedontheloginpage.YouwillusetheloginyouusetoaccessOWA.

EWAMainPageOnceyouhaveloggedintoEWAyouwillseeapagelikethefollowing.Fromhereyoucanbrowseyourarchivedcontent.YouwillnoticethateventhoughnoteverythinginyourExchangemailboxisstubbed,

thatitemspresentforatleast24hoursareavailableforviewinghere.

Whenyouclickonamessageitscontents(andattachments)appearinthepreviewpane.

Ifyouwanttoperformsomemessagingfunctionality(i.e.Forward,Reply,etc.)withthemessageslistedhereyoucanclickontheenvelopeicon(boxedinthepictureabove)inthecenterpane.Thiswill

downloadthefullmessagefromtheEASarchives(youwillneedamessagingprogram(suchasOutlookorEntourage)toviewandperformfunctionalityontheitem.

Manyusersmaywishtochange/configurethedefaultoptionsthataresetinEWA.TheoptionspageisaccessiblebyclickingonOptionsonthebottomleftcorneroftheEWAmainpage.