Download - 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

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.