Compliance archive use cases

A compliance archive is based on the following operations:

• Archiving e-mails rule-based (Compliance Mailbox Spider)

• Retrieving e-mails via ImageMaster

Archiving e-mails rule-based (Compliance Mailbox Spider)

The steps to archive e-mails for a compliance archive are as follows:

• The administrator configures compliance policy settings in the AdminClient. For details see the AdminClient user manual [UM AdminClient], chapter Policy settings.

• A process called “Compliance Mailbox Spider” iterates over the e-mails and classifies them by the rules of the compliance policy settings.

  The order of compliance mailboxes can be managed in the ImageMaster AdminClient: Dashboard > E-mail archiving > Compliance Spider Queue, see chapter Compliance Spider queue in [UM AdminClient] for more details.

• The Coordinator web service inserts the corresponding archive e-mail jobs in the ImageMaster Content Services for E-Mail database, in the Batch Archiver job table.

• The Batch Archiver gets the jobs from the ImageMaster Content Services for E-Mail database, archives the items and replaces them by stubs in the user’s mailbox.

• If the job fails, and it was a job for a compliance policy, the Batch Archiver moves the item to folder “ArchiveFailed” in the journal mailbox. (This is done only in case the item was not already a stub.)

Retrieving e-mails via ImageMaster

To retrieve archived e-mails, the ImageMaster client must be used, or possibly a custom system solution may be designed, which retrieves archived e-mails by the ImageMaster Integration Service.

• The user retrieves archived e-mails by the ImageMaster WorkplaceClient; see the user manual [UM WorkplaceClient].

• The archived e-mail is retrieved by the ImageMaster Integration Service.