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Archive Server Configuration

1. Create two new POP3 accounts on the mail server:

Inbound@domain.com
Outbound@domain.com

Replacing 'domain.com' with your actual domain name.

2. Create two new Content Filters on the mail server;

Inbound CF Filter:
Where Recipient matches domain.com, Copy to inbound@domain.com

This filter simply means that all messages accepted by the mail server will be copied to the inbound@domain.com account.

Outbound CF Filter:
Where Sender matches domain.com, Copy to outbound@domain.com

This filter simply means that all messages sent from the mail server will be copied to the outbound@domain.com account.

Note: Content Filters can be added or deleted to meet your requirements. As example, a Content Filter could be created so that any message sent from a local user to another local user by copied to another account for archival purposes. The possibilities are numerous.

Now that we have a method of collecting/copying the appropriate messages, we'll define the archive process.

VisNetic MailFlow

Install VisNetic MailFlow following the standard product installation process.

Refer to VMF installation Guide: See Chapter 3 of the VisNetic MailFlow Admin Guide available at: http://www.deerfield.com/support/visnetic-mailflow/documentation/

**Collecting Inbound mail to the VisNetic MailFlow Archive Server**

With VMF installed, log into VMF using Administrator credentials.

1. Select Administration / Message Handling / Message Sources
2. Select 'New'

Defining New Message Source:
  • Type: POP3
  • Server Address: IP Address of the mail server where the Inbound@domain.com and outbound@domain.com accounts were created
  • Description: Inbound
  • Port: 110
  • Username:inbound
  • Password: (password created in mail server for inbound@domain.com)
  • The remaining settings can be left as defaults.
  • Save the Message Source
Assure access to the mail server by selecting the 'Test Login' button.

Creating the Inbound TicketBox to view the Inbound messages.

1. Select TicketBox Configuration / TicketBoxes
2. Select 'New'
  • Name: Inbound
  • Default email address: inbound@domain.com
  • Description: Inbound
  • The remaining settings can be left as defaults.
  • Save the TicketBox
Create Routing Rule to route inbound messages copied from the mail server to the Inbound TicketBox.

1. Select Message Handling / Custom Routing Rules
2. Select 'New'
  • Description: Inbound
  • Message Source: Select Inbound from the drop-down box
  • Scroll down to 'Assign to TicketBox'
  • Select Inbound from the Default TicketBox drop-down box
  • Select radio button to 'Assign to the Default Ticketbox'
  • Save the Routing Rule
Test Archive Server operation

1. Send an email to any account on your mail server.
2. If configured properly the message should be received by the mail server then copied to the inbound@domain.com account defined by the Inbound Content Filter. Depending on the "Check Interval" defined in Messages Sources, the message will be collected by the Archive Server and delivered to the Inbound TicketBox.

**Collecting Outbound mail to the VisNetic MailFlow Archive Server**

With VMF installed, log into VMF using Administrator credentials.

1. Select Administration / Message Handling / Message Sources
2. Select 'New'

Defining New Message Source:
  • Type: POP3
  • Server Address: IP Address of the mail server where the Inbound@domain.com and outbound@domain.com accounts were created
  • Description: Outbound
  • Port: 110
  • Username:outbound
  • Password: (password created in mail server for outbound@domain.com)
  • The remaining settings can be left as defaults
  • Save the Message Source
Assure access to the mail server by selecting the 'Test Login' button.

Creating the Outbound TicketBox to view the Outbound messages.

1. Select TicketBox Configuration / TicketBoxes
2. Select 'New'
  • Name: Outbound
  • Default email address: outbound@domain.com
  • Description: Outbound
  • The remaining settings can be left as defaults
  • Save the TicketBox
Create Routing Rule to route inbound messages copied from the mail server to the Outbound TicketBox.

1. Select Message Handling / Custom Routing Rules
2. Select 'New'
  • Description: Outbound
  • Message Source: Select Outbound from the drop-down box
  • Scroll down to 'Assign to TicketBox'
  • Select Outbound from the Default TicketBox drop-down box
  • Select radio button to 'Assign to the Default Ticketbox'
  • Save the Routing Rule
Test Archive Server operation

Send an email to any account from your mail server. If configured properly the message should be sent by the mail server and copied to the outbound@domain.com account defined by the Outbound Content Filter. Depending on the "Check Interval" defined in Messages Sources, the message will be collected by the Archive Server and delivered to the Outbound TicketBox.

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