Creating an Exchange Journal Mailbox Plan

Updated

Applies to: ContentStore Mailbox, Journal Mailbox

The journal mailbox plan determines what happens to journaled messages after they are archived. In addition, you can enable content indexing for journaled messages that are archived.

Procedure

  1. From the navigation pane, go to Manage > Plans.

    The Plans page appears.

  2. In the upper-right area of the page, click Create plan, and then click Exchange journaling mailbox.

    The Create journal mailbox plan page appears.

  3. In the Plan name box, enter a name for the plan.

  4. Under Retention settings, specify how long to retain messages:

    • To retain messages for an unlimited time, select Retain indefinitely.

    • To retain messages for a limited number of days based on the message received time, select Retain messages based on Received Time for, and then enter the number of days to retain the messages.

  5. Under Search settings, specify the types of data to include in searches:

Goal

Steps

Include the bodies of emails and attachments

  • Move the Content search toggle key to the right.

See previews of email messages while browsing

  1. Move the Content search toggle key to the right.

  2. Move the Pre-generate previews toggle key to the right.

  3. In the Preview storage location box, enter the UNC path for the network location where you want to store the preview files.

  4. Enter the user name and password of the service account that has write access to the network location.

Include personally identifiable information (PII), such as Social Security Numbers and credit card numbers

  1. Move the Entity search toggle key to the right.

  2. Select the entities to include in searches.

    Only the entities that you select are detected for end-user data requests and projects that use this plan.

  1. Click Save.

    The Journal mailbox plan details page appears.

  2. If you want to delete the journal messages from the SMTP server or Exchange server after the messages are archived, move the Delete archived messages after successful archive operations toggle key to the right.

What to Do Next

In the navigation pane, expand Configuration > Plans, and then select the plan you created. You can configure the advanced options on the Journal Mailbox Plan page.