Veritas Alta™ Archiving : Folder Sync 1.14.0 Administration Guide

Last Published:
Product(s): Veritas Alta Archiving (1.0)
  1. About Folder Sync
    1.  
      About this guide
    2.  
      About Exchange Online folder synchronization
    3.  
      About Folder Sync
    4.  
      About support for multiple instances of Folder Sync
    5.  
      Changes introduced in version 1.14.0
    6.  
      Changes introduced in version 1.13.3
    7.  
      Changes introduced in version 1.13
    8.  
      Folder Sync revision history
  2. Requirements for Folder Sync
    1.  
      Compatibility with Microsoft Exchange
    2.  
      Folder Sync Microsoft SQL Server requirements
    3.  
      Where to install Folder Sync
    4. Requirements for the servers on which Folder Sync is installed
      1.  
        Installing the Azure Active Directory module for Windows PowerShell
  3. Preparing the service and admin accounts for Folder Sync
    1.  
      Service account and administration account requirements for Folder Sync
    2.  
      Creating the Folder Sync service account
    3.  
      Preparing the administration account for Exchange 2016 or 2013
    4.  
      Preparing the administration account for Exchange 2010
    5.  
      Preparing the administration account for Exchange 2007
    6.  
      Preparing an administration account for Office 365
  4. Installing or upgrading Folder Sync
    1.  
      About installing or upgrading Folder Sync
    2.  
      Performing a new installation of Folder Sync 1.14.0
    3.  
      Upgrading from the Folder Sync 1.13 original release or later
    4.  
      Upgrading from Folder Sync 1.12
    5.  
      Upgrading from Folder Sync 1.11 or earlier versions
  5. Configuring the Folder Sync task
    1.  
      Configuring the settings for the Folder Sync task
    2.  
      Restarting the Folder Sync task
  6. Running and scheduling Folder Sync synchronizations
    1.  
      About performing and scheduling Folder Sync synchronizations
    2. Performing a "Run Now" Folder Sync synchronization
      1.  
        About the Reset Mailbox(es) option
    3.  
      Configuring scheduled Folder Sync synchronizations
    4.  
      About Folder Sync scheduling and choosing a scheduling strategy
    5.  
      Creating scheduled Folder Sync synchronization events
    6.  
      Selecting the mailboxes to target for scheduled Folder Sync synchronizations
    7.  
      Changing the iterative restart period for scheduled Folder Sync synchronization events
  7. Monitoring and managing Folder Sync
    1.  
      About monitoring and managing Folder Sync
    2. Viewing the All Mailboxes table
      1.  
        Contents of the All Mailboxes table
    3. Viewing the Folder Sync job list
      1.  
        Contents of the Folder Sync job list
    4. Viewing the Folder Sync mailbox report
      1.  
        Contents of the Folder Sync mailbox report
    5. Viewing the Folder Sync status report
      1.  
        Contents of the Folder Sync status report
    6.  
      Disabling or enabling Folder Sync from the Veritas Alta View Compliance and Governance Management Console
    7.  
      Viewing the Folder Sync synchronization status of an account from the Veritas Alta View Compliance and Governance Management Console
  8. Troubleshooting Folder Sync
    1.  
      About the Folder Sync event log errors and log files
    2.  
      Folder Sync fails to work for some mailboxes
    3.  
      Troubleshooting occasional time-outs of the Folder Sync service

Configuring the settings for the Folder Sync task

As part of setting up Folder Sync you must configure the settings for the Folder Sync task.

Note:

When you upgrade Folder Sync, some of the Folder Sync task configuration values are retained. You must check whether these values are still appropriate.

For upgrades from Folder Sync 1.12 or earlier it is usually appropriate to increase the Concurrent Mailboxes value from its old default value of 30 to the new default value of 50. This new default value reflects the increased processing efficiency of the new version.

To configure settings for the Folder Sync task

  1. Log on to the Folder Sync server using the Folder Sync service account credentials.
  2. Click Start > All Programs > ArchiveTools > ArchiveTools Management Console.
  3. In the left pane of the management console, expand the Archive Accelerator folder and select the Task List folder.
  4. In the central Task List pane, right-click the Folder Sync folder and select Properties.

    Note:

    If you have set up multiple instances of Folder Sync on separate servers, the Task List pane shows the Folder Sync task for each server. Select the task for the required server.

  5. On the Folder Sync Properties dialog, select the Settings for computer_name tab and enter the required information as described in the following steps.
    Folder Sync Properties dialog with Settings tab selected.
  6. Under Mailbox Settings, select the required processing options as follows:

    Process Deleted Items folder

    Select this option if you want to provide Folder Sync users with a Deleted Items folder in Alta Personal Archive:

    • If this check box is selected, any items that are moved to the Deleted Items Folder in Outlook appear in the Deleted Items Folder in Alta Personal Archive after synchronization.

    • If this check box is cleared, the Deleted Items Folder does not appear with the other synchronized folders in Alta Personal Archive. Items that are moved to the Deleted Items Folder in Outlook remain in the original mailbox folder in Alta Personal Archive after synchronization.

    Auto Select New Mailboxes

    Select this option if you want scheduled Folder Sync synchronizations to target any new mailboxes that are added between the synchronizations. For every newly added mailbox, Folder Sync sets the Selected value to True in the mailbox database table.

    Note:

    If you select this option before Folder Sync has performed its first scheduled synchronization, Folder Sync also sets the Selected value to True for all existing Office 365 mailboxes. Scheduled synchronizations target all existing mailboxes in addition to any newly added ones.

    If you select this option after Folder Sync has performed its first scheduled synchronization, Folder Sync does not change the Selected value for existing mailboxes. Only newly added mailboxes are targeted automatically.

    Note:

    Do not select the Auto Select New Mailboxes option unless you have sufficient Folder Sync licenses for the provisioned Alta Personal Archive users in your Office 365 environment.

    Deselect Disabled Mailboxes

    Select this option if you want to stop Folder Sync from synchronizing disabled mailboxes. If a mailbox becomes disabled, Folder Sync deselects the mailbox from further processing.

    Include Shared Mailboxes

    Select this option to include shared mailboxes in Folder Sync's All Mailboxes list. The shared mailboxes are then available for selection in Folder Sync.

    Include Disabled Users

    Select this option to include disabled users in Folder Sync's All Mailboxes list. The disabled users are then available for selection in Folder Sync.

    Concurrent Mailboxes

    Select the number of mailboxes to be processed at the same time. The default value of 50 is recommended for most configurations.

  7. Under Veritas Alta Archiving, enter the details of your Veritas Alta Archiving environment as follows:

    Server

    From the drop-down list, select your Veritas Alta Archiving region. Folder Sync then populates the data center location box with the appropriate value.

    If your Veritas Alta Archiving region is not listed in the drop-down list, or if you are unsure about what to select, contact Veritas Services & Support.

    If you select Custom you can enter a customized data center location. Do not use this option except under the direction of Veritas Services & Support.

    Use SSL

    Select this check box if you want to use a secure connection between the Folder Sync server and the Veritas Alta Archiving archive server.

    Admin Account

    Provide the credentials of the Veritas Alta Archiving administrator account that you want Folder Sync to use. The account must have the administrator role in the Veritas Alta Archiving Veritas Alta View Compliance and Governance Management Console under Role Management > Assign Accounts.

    Click Select and enter the account user name and password. Enter the user name in UPN format, such as administrator@company.com

    Test Connection

    When you have entered the Veritas Alta Archiving configuration information, click Test Connection to test whether Folder Sync can make the connection to your Veritas Alta Archiving company with the supplied details.

  8. Under Exchange, select the mailbox synchronization option that you want this instance of Folder Sync to support:
    • On-Prem: On-premises Exchange mailbox synchronization.

    • Office 365: Office 365 mailbox synchronization.

    • Hybrid: Hybrid environment, that is with both on-premises Exchange and Office 365.

  9. If you selected On-Prem or Hybrid in step 8, complete the On-Prem settings as follows:

    Note:

    For Exchange 2007, only the EWS Endpoint must be set. Leave the other two settings with no value set.

    EWS Endpoint

    Enter the Exchange Web Services endpoint for the Exchange server.

    To obtain the EWS endpoint for an Exchange server, enter the following command on the server, in the Exchange Management Shell:

    get-webservicesvirtualdirectory | select internalurl

    The URL is typically of the format:

    https://<FQDN>/EWS/Exchange.asmx

    where <FQDN> is the fully qualified domain name of the on-premises Exchange server.

    PowerShell Endpoint

    Except for Exchange 2007, enter the PowerShell endpoint for the Exchange server.

    To obtain the PowerShell endpoint for an Exchange server, enter the following command on the server, in the Exchange Management Shell:

    get-powershellvirtualdirectory | select internalurl

    The URL is typically of the format:

    http://<FQDN>/powershell

    where <FQDN> is the fully qualified domain name of the on-premises Exchange server.

    Note:

    For Exchange 2007, do not set a value.

    Admin Account

    Except for Exchange 2007, click Select and enter the account user name and password for your prepared on-premises Exchange administration account. Enter the user name in UPN format, such as administrator@company.com

    If you install Folder Sync on multiple servers for load sharing or redundancy, each Folder Sync's Folder Sync task must use a different on-premises Exchange admin account.

    Note:

    For Exchange 2007, do not set a value. The Folder Sync service account credentials are used automatically.

  10. If you selected Office 365 or Hybrid in step 8, complete the Office 365 settings as follows:

    EWS Endpoint

    Use the supplied Office 365 Exchange Web Services endpoint:

    https://outlook.office365.com/EWS/Exchange.asmx

    PowerShell Endpoint

    Use the supplied Office 365 PowerShell endpoint:

    https://ps.outlook.com/powershell

    Admin Account

    Click Select and enter the account user name and password for your prepared Office 365 administration account. Enter the user name in UPN format, such as administrator@company.com

    Note:

    If you install Folder Sync on multiple servers for load sharing or redundancy, each Folder Sync's Folder Sync task must use a different Office 365 administration account.

  11. When you have completed the configuration and successfully tested the connection to Veritas Alta Archiving, click OK.
  12. Restart the Folder Sync task to complete the configuration.

    See Restarting the Folder Sync task.