Knowledgebase
Configuring Journaling for Exchange 2013/2016 via IMAP

Pre-requisite

These instructions are for the current archive service, not the legacy archive.

Journaling in Exchange 2013/2016

Exchange 2013/2016 provide multiple methods for journaling including:

  • Remote (SMTP) journaling
    • A copy of all email sent or received by the entire organization or members of a defined security group to an external SMTP address. Proofpoint Essentials provides you with the SMTP address to use for this configuration.
  • Journaling via IMAP
    • A copy of all email sent to received by the entire organization or members of a defined security group to a local mailbox. Proofpoint Essentials can connect to the mailbox via an IMAP connection. 

While the Essentials Email Archive supports both methods, remote (SMTP) journaling is the preferred configuration method.

Configure Journaling for Exchange 2013/2016

You need to create a new user account and a mailbox to be used as the journaling mailbox. If you have separate Exchange Servers, you may need a separate user account/mailbox per storage group and/or Exchange Server.

The journal account should not have any size restrictions applied to it. In addition, no Exchange Server rules should be applied to the account, especially rules that might move or delete messages from the account or move them to another folder such as “Junk Mail”.

Warning: If you attach the journal mailbox to your personal Outlook, any rules configured locally will also be applied to the journal mailbox.

Creating a New User Account and Journaling Mailbox

  1. On your primary Exchange Server, open the ECP web portal.

  2. Login using the Exchange administrator account domain, username and password.

  3. On the left panel, choose the recipients.

  4. Click the mailboxes on the right panel.

  5. Click the "+" and select User Mailbox.

  6. In the popup window, click New user.

  7. Enter the Alias, First Name and Last Name for this account.

  8. Browser to select the Organization Unit in which you want to create the account.

If you leave this blank, this account will be created under the default organization unit.

  1. Enter the User logon name.

  2. Enter and verify a password

  3. Set the Require password change on next login options in accordance with your company’s policies.

  4. Browse to the Mailbox database in which you want to create the account.

If you leave this blank, this account will be created under in the default mailbox database.

  1. Click Save.

  2. Select the mailbox you just crated and click the Edit icon.

  3. On the mailbox features tab (left panel), in the Message Delivery Restrictions section, click View details.

  4. For "Accept message from", select Only senders in the following list, click "+" and select the mailbox created earlier.

  5. For "Reject message from", ensure No senders is selected.

  6. Click OK, then Save.

  7. Log in to the new account using OWA to have Exchange initialize the mailbox.

Configuring Exchange Journaling

To configure journaling for individual mailbox databases:

  1. In the Exchange server box, login to the ECP web portal with administrator account.

  2. Click servers in the left panel.

  3. Click databases in the right panel.

  4. Select the database which needs to turn on the Journaling and click the Edit icon.

  5. In the popup window, click the Maintenance tab (on the left).

  6. Browse to the mailbox that should receive the Journal reports (created in the previous step), then click OK to close the window.

  7. Click Save.

All journaled messages for senders in this mailbox database will now be sent to the specified mailbox. Repeat these steps for each mailbox database to be journaled.

To configure journaling for the entire enterprise:

  1. In the Exchange server box, login to the ECP web portal with administrator account.

  2. Click compliance management in the left panel.

  3. Click journal rules in the right panel.

  4. Click the “+” icon to create a new journal rule.

  5. Enter the email address of the journal mailbox (created in the previous step) in the Send journal reports to field.

  6. Enter a descriptive name (Journal to Essentials Archive) for the journaling rule in the Name field.

  7. Choose the appropriate option from the If the message is sent to or received from list.

  8. Choose the appropriate option from the Journal the following messages list.

  9. Click Save.


    *The information in this article is correct as of Oct, 2017*

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