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Mail Attender for Exchange Technical Overview Presentation Introduction Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

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Page 1: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Mail Attender for ExchangeTechnical Overview Presentation

IntroductionIntroduction

Sherpa Software Group

Narrated by Thomas Hand

Approximate Time 15 minutes

Page 2: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Common UsesCommon Uses

• Email policy enforcer

• Limiting legal liability

• Space reclamation

• Archiving and exporting of content

• Storage auditing

• “Search and destroy” missions

• Mailbox migration cleanup

Time Remaining:15:05

Page 3: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

ArchitectureArchitecture

• Two Main Components– Mail Attender MMC Application

• Create, edit and distribute rules• Installs on any computer

– Mail Attender Processing Engines• Applies rules to Exchange mailboxes• Installs on a PC or server• Runs as a service or stand-alone application

Time Remaining:12:56

Page 4: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

ArchitectureArchitecture

• Processing performance– Depends on many factors– Testing provides best indications

• Processing does not impact users– Throttle processing engines “on the fly”

Time Remaining:12:05

Page 5: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

ArchitectureArchitecture

• Rules are stored as files in shared folders

Mail Attender MMC Snapin

Shared Rules Directory

Shared Rules Directory Processing Engine

Processing Engine

Processing EngineProcessing EngineTime Remaining:11:02

Page 6: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

ArchitectureArchitecture

• Several processing engines can share rules and manage the same Exchange servers

Shared Rules Directory

Processing Engine

Processing Engine

Processing Engine

Exchange Server

Time Remaining:10:22

Page 7: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

ArchitectureArchitecture

• Processing can be geographically distributed and remotely managed

Mail Attender MMC Snapin Shared Rules Directory Processing Engine

Exchange ServerExchange Server

WAN, VPN or Dialup Link

Local Area NetworkAdministrator Desktop

Time Remaining:9:33

Page 8: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Managing ExchangeManaging Exchange

• Mail Attender treats Exchange as a tree

Time Remaining:8:55

Page 9: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Managing ExchangeManaging Exchange

• Conditions are satisfied at each level

1) Mailbox >= 150 MB

2) Message >= 180 Days

Time Remaining:7:44

Page 10: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Managing ExchangeManaging Exchange

• Actions can be performed on any item in the satisfied branch of the tree

1) Mailbox >= 150 MB

2) Message >= 180 Days

1) Generate Folder Report

2) Export Attachments

3) Delete Message

Time Remaining:6:55

Page 11: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Managing ExchangeManaging Exchange

• Rules can be limited to certain:– Exchange Servers– Users and Groups– Mailbox Folders

• By Name• Expression• Explicit Path and Name

– Inclusive or exclusive lists

Time Remaining:6:26

Page 12: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Managing ExchangeManaging Exchange

• Rules can be limited to certain processing engines– By shared folders– All processing engines using one folder– All Exchange processing engine– Only one processing engine

Time Remaining:5:31

Page 13: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Rule ConditionsRule ConditionsMailbox Size•Mailbox Size•Mailbox Quota Status•Inbox Size•Deleted Items Size•Sent Items Size

Mailbox Status•Out of Office•Contains Folder•Does Not Contain Folder•Address Book Status•Quota Type•Quota Limit Size•Quota Limit Not Set

Mailbox Properties•Test Mailbox Keywords Folder Size•Folder Size•Folder Count •Folder Properties•Test Folder Keywords

Message Size•Message Size•Attachment Count

Message Age•Message Age•Message Date

Message Content•Message Contains•Message Received From•Message Sent To Message Type•Message Class•Message Type Message Status•Message Read-Unread Status•Message Importance Status•Message Sensitivity Status•Message Encrypted Status Message Properties•Test Message Keywords

Attachment Size•Attachment Size

 

Attachment Age•Attachment Age•Attachment Date

 

Attachment Name•Attachment Name•Attachment Shortcut Path

 

Attachment Type•Attachment Type

 

Attachment Properties•Test Attachment Keywords

Time Remaining:4:58

Page 14: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Rule ActionsRule ActionsAlerts and Logging•Send Alert Email•Post a Mailbox Message External Execution•Execute Program or Script•Execute Imported Batch or Script Mailbox Actions•Set Out of Office•Set Out of Office Text•Set Quota Type•Set Quota Limit Size•Clear Quota Limit•Increase Quota Limit Size•Decrease Quota Limit Size•Clear Warning Data 

Folder Actions•Delete Folder•Delete Specific Folder•Empty Folder•Empty Specific Folder•Rename Folder•Rename Specific Folder•Create Folder Message Actions•Delete Message•Export Message•Export and Delete Message•Copy Message to Folder•Move Message to Folder•Copy Message to Public Folder•Move Message to Public Folder•Forward Message•Change the Read-Unread Status•Change the Importance•Change the Sensitivity•Change the Subject

Attachment Actions•Delete Attachment•Export Attachment•Export and Delete Attachment•Import Shortcut Attachment•Update Shortcut Path•Copy Attachment to Folder•Copy Attachment to Public Folder•Move Attachment to Folder•Move Attachment to Public Folder•Forward Attachment

 

Shared Reports

Filed Reports

Emailed Reports

Posted Reports•List Report•Mailbox Report•Mailbox Contents Report•Folder Report•Folder Contents Report•Message Report•Attachment Report

Time Remaining:4:40

Page 15: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Other FeaturesOther Features

• Warn users before applying actions– No Warning– Default Warning– Custom Warning

• Warnings are grouped into one email

Time Remaining:4:25

Page 16: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Other FeaturesOther Features

• Control over repeating actions on the same Exchange items– Apply every time regardless of repeats– Apply once per rule execution– Apply only once

Time Remaining:3:13

Page 17: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Other FeaturesOther Features

• Dynamic Keywords– Gives context to subjects, paths, messages, and

other condition and action parameters

• Example:==> The message '[FOLDER_PATHNAME]\[MESSAGE_SUBJECT]' will be

deleted after [ACTION_WARNINGSLEFT] more notifications.

Becomes==> The message '\Inbox\My Project\Fwd: Project Schedule' will be deleted

after 2 more notifications

Time Remaining:2:00

Page 18: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

Other FeaturesOther Features

• Flexible Scheduling– Create a list of schedules

• Once• Daily• Periodic• Certain days of the week• Certain weeks of each month

Time Remaining:1:05

Page 19: Mail Attender for Exchange Technical Overview Presentation Introduction Sherpa Software Group Narrated by Thomas Hand Approximate Time 15 minutes

ConclusionConclusion

Mail Attender for Exchange

Sherpa Software Group

1300 Old Pond Road

Bridgeville, PA 15017

(800) 255-5155

www.sherpasoftware.com