How to Setup Retain with Exchange 2013 (Masterpost)

  • 7019258
  • 27-Apr-2015
  • 18-Aug-2017

Environment

Retain 3.x
Exchange Module
Exchange 2013

Situation

How to best set up Retain with Exchange 2013

Resolution

This is a masterpost that points to other articles that are specific to this module.

Retain can archive from Exchange, and if you have migrated to Exchange you don't have to create a new Retain server but continue using the old one and even allow users to have access to both their old mailbox and their new Exchange mailbox.

Make sure you have the latest version of Retain and have installed the appropriate patches.

Planning:
Retain Planning and Design Best Practices
Autodiscover: How Retain Connects to Your Exchange Mailboxes
Ports Used by Exchange 2013
Ports Used by Retain
How Retention Services and Item Store Flags Work

Exchange Setup:
Determining if Basic Authentication Is Enabled on Your Network
Setting up Basic Authentication in Exchange
Exchange Throttling Policy and Bandwidth/Performance (2013)
Changing Message Size Limits and Throttling for Exchange
How to check the status of the Exchange Impersonation User
PowerShell 2.0 and Cmdlets installation links for Retain and Exchange configuration
How To Create The Retain User In Exchange 2013
Exchange Setup for Archiving Shared Mailboxes, Rooms, and Equipment
Restarting IIS

Mailbox Mapping:
Allows users to access both mailboxes without having to log in twice
How to Use MailBox Mapping
How Mailbox Mapping Looks To Users
How to Use Mailbox Merger/Splitter tool
How to Log into Retain After Shutting Down Original Email Server

Retain Exchange Module Setup:
Exchange Module Setup Instructions
Exchange Job Settings for Best Performance
Using Exchange Distribution Lists
Connection Error When Configuring Exchange Module (LDAP Error codes)

Client Plug-ins:
Installation of the Retain Outlook Web Access 2013 Plugin
Silent Install for Retain's GroupWise/Outlook Plugins

Archiving Strategies:
Exchange Archiving with In-Place Hold
How to Archive Mailboxes for Users in Specific Organizational Units
Exchange 2013 HealthMailBox Best Practice
Do We Need To Select The Exchange Archive Database if In-place Archiving is Enabled
Exchange Journaling Mailbox Recommendations

Troubleshooting:
Location of Retain Log Files
How to Upload Logs to Support's FTP Server
Backing Up Retain
Remote Connectivity Analyzer: Testing Exchange / O365 Connectivity
Worker Diagnostic Tool: Testing Access to a Mailbox
Large Attachments and/or Messages Cannot Be Archived
Where Data Is Stored In Retain
Increasing SOAP Timeout Value to Help With Journaling Jobs
Retain Archive Job Slowing Down Exchange Server

Additional Information

This article was originally published in the GWAVA knowledgebase as article ID 2531.

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