Difference between revisions of "Retain Mailbox"

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Revision as of 14:19, 3 June 2014

Contents

Level 1

Mailbox Tabs

Browse

Search

Exported Items

Tag Definitions

this is a test

this is a second line

this is a third line

Options

Delete

Forward

PDF Export

PDF Export is a new function which allows users (with appropriate rights) to export single or multiple items into a PDF file. This PDF can be named and defined by the user exporting the document. Items will appear as navigable files in the PDF.


The default view provides a list on top of the PDF viewer which works as a table of contents to provide access to the exported archive.

Users with the "Export Messages" right assigned to them (see Management | Users) can export “browse” or “search” results to PDF. Select the desired items and then select the “Export” button.

Fill out the various options as desired.

Core Settings

These settings are self explanatory. The "Send email when export is complete to" field instructs Retain to send a notification message to the specified recipient that the export is completed. It does not contain the exported PDF nor does it provide a link to download it. The user has to retrieve it from Retain as explained later in this article. None of these fields are required, they can all be left blank; however, it defaults the "Send email..." to the email address for the Retain user mailbox from which the export is initiated and the "Download Filename" to "Export Set [current_date current_time]".

Output

Select the email fields you wish to have included in the exported PDF.

Attachments

By default, the export will include all attachments to the exported messages. On this tab, you can specify specific attachment extensions that should only be included or specific attachment extensions that should not be included. For example, if the exported messages had PDF, DOC, and EXE documents attached, you could specify that you want only attachments with PDF and DOC extensions included or you could specify that EXE should be included.

The PDF export feature only allows attachments under 2G (2048 MB)to be exported with the messages. You can further restrict the limit to a lesser value.

Miscellaneous

Any restrictions to size or time zone for the PDF can be specified under the Miscellaneous tab. If the archive size does not exceed the maximum size (2048 MB), then the archive will be contained in one file. If larger, the archive will be exported into multiple PDFs (each PDF hitting the maximum size before the next one is created) until the archive export is complete. Time zone information will be used for formatting any time and date information in email headers. The time written to the cover sheet and date column in the PDF table of contents is written according to the time zone of the Retain Server.

Depending on the size of the PDF export list, the export may take some time. The export will notify via email when it is complete if a notification address was provided. Currently running export jobs are also listed under the ‘Exported Items’ tab.

Once the export has completed, the finished PDF is available under the ‘Exported Items’ tab. Locate the appropriate export list and select the disk icon to download the finished PDF.

Hands On

1. Login to the RetainServer.
2. Select one or more items from the mailbox by clicking in the checkbox to the left of the item.
3. Click on the “Export” button.
4. Complete the fields on each tab as desired.
5. Click on the Export button.
6. Click on the Exported Items tab (next to the Search tab).
7. Your most recent export will be listed at the top.  Click on the disk icon to the far right of the item to save it down to disk.

Restore

Print

Change Mailbox

Free Form Search

Date Drop-Down Date Filter

Level 2

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