Solar Archive Knowledge Base
  • 👋Welcome
    • Solar Archive's Structure
    • Contacting Support
    • Selling Email Archiving
    • White-label / Private Label
  • ⚡Quick Start
    • 1️⃣Creating a Tenant
    • 2️⃣Setting up Live Email Feed
    • 3️⃣Importing Old Email
    • 4️⃣Creating User Accounts
    • 5️⃣Checking Live Mail Receipts
    • ✅Finished Setup
    • 🆕Automated Onboarding
      • 1️⃣Admin Setup
      • 2️⃣Tenant Setup
      • 🔄Data Import
      • ☑️User Setup
  • 🧑‍🦲Managing Users
    • User Types
    • Creating Local User Accounts
    • Creating Basic User Accounts
    • Creating Data Guardian User Accounts
    • Creating Privileged User Accounts
    • Searching the User Directory
    • Adding a Delegation Link
    • Adding as Delegate
  • 🧙‍♂️Managing Tenants
    • Setting up a T1 Tenant
    • Setting up a T2 Tenant
    • Setting up a T3 Tenant
  • ⚙️Basic Configuration
    • Accessing Admin Options
    • Updating Company Information
    • Configuring Outbound Email Settings and Email Alerts
    • Configuring Global Account Settings
    • Managing Mail Server Connections
    • Configuring LDAP Settings
    • Managing Email Domains
    • Managing Email Addresses
    • Configuring Email Collector
    • Configuring SMTP Service Settings
    • Downloading / Emailing System Logs
    • Managing Exclusion Rules
  • ⚒️Advanced Configuration
    • Enabling Premium SSO
    • Configuring OAuth Connection Settings
    • Configuring Google Workspace OAuth and Service Account
    • Configuring Okta
      • Configuring Okta with SAML
      • Configuring Okta with SSO
    • Configuring Advance Company Settings
    • Setting Retention Period
    • Setting Search Date Limit
    • Setting Report Consolidation Period
    • Setting Case Folder Configuration Limits
    • Configuring Global Settings
    • Configuring SMTP Settings
    • Configuring Web Security Settings
    • Configuring System Alert Settings
    • Managing LDAP Search Filters
    • Viewing Company Summary
    • Managing Date Formats
    • Managing Headers
    • Configuring Error Email Respool Settings
    • Configuring De-Duplicated Email Respool Settings
    • Configuring Excluded Email Respool Settings
    • Configuring Windows File Share Settings
    • Tenant Deletion Procedure
    • Adding Custom Scripts to your Archive
    • Setting up Stubbing
    • OAuth Setup with Solar Archive
  • 🗃️Using the Archive
    • 🔎Search
      • Searching your Archive
      • Saving your Search
      • Sharing your Search
      • Filtering Search Results
      • Search (Classic Interface)
    • 📦Spaces
      • Creating a Space
      • Adding to a Space
      • Sharing a Space
    • 📄Results
      • Downloading a Single Result
      • Downloading Multiple Results
      • Printing Results
      • Result Headers
      • Forward Results
      • Restore Results
      • Saving to Space
      • My Archive
    • ⏳History
      • Saved Searches
      • Recent Search History
  • 🔐Legal Hold
    • Creating a Legal Hold Request
    • Managing Legal Hold Requests
  • 🗑️Authorised Delete
    • Requesting a Deletion
    • Managing Deletion Requests
  • 🏛️Archive Management
    • 🧲Importing Data
      • 📥Mailbox Reader
        • Creating a New Mailbox Reader Import
        • Monitoring Mailbox Reader Imports
      • 🗂️Configuring Folder Replication
        • Getting Started
        • Configuring a new Connection for Folder Replication
        • Monitoring Folder Replication
        • Completion of Folder Replication Process
        • Using Folder Replication
    • 🎨Branding
    • 💰Billing
      • Monitoring Usage
      • Submitting Reports
  • 🔌Outlook Add-in
    • Local Add-in Install
    • Centralised Add-in Install
    • Introduction to the Outlook Add-in
    • Searching via the Outlook Add-in
    • Pinning the Outlook Add-in
    • Continuing your Add-in Search on the Archive Interface
  • 🛰️Release Notes
    • 26-01-2024 (v9.4.4-b69-00)
    • 11-10-2023 (v9.4.4-b52-00)
    • 10-05-2023 (v9.4.4-b52)
    • 06-03-2023 (v9.4.4-b50)
    • 20-01-2023 (v9.4.4-b46)
    • 06-05-2022 (v9.4.4-b29)
    • 28-01-2022 (v9.4.4-b21)
    • 09-12-2021 (v9.4.4-b15)
    • 15-10-2021 (v9.4.4-b14)
    • 05-10-2021 (v9.4.4-b12-00)
    • 30-07-2021 (v9.4.3-b8)
    • 18-05-2021 (v9.4.3-b7)
    • 19-02-2021 (v9.4.3-b1)
    • 04-02-2021 (v9.4.2-b20)
    • 15-01-2021 (v9.4.2-b17)
  • OAuth setup with Office 365
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On this page
  • Creating a Mailbox Reader Import
  • 1. Choose Import Type
  • 2. Add Connection Details
  • 3. Select Import Settings
  • 4. Choose Mailboxes
  • 5. Confirm & Start

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  1. Archive Management
  2. Importing Data
  3. Mailbox Reader

Creating a New Mailbox Reader Import

How to create a new Mailbox Reader Import

PreviousMailbox ReaderNextMonitoring Mailbox Reader Imports

Last updated 2 years ago

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While initiating a new Import, T1 and T2 level administrators can choose a tenant for which they want to initiate import whereas for T3 level administrators clicking on New Import button takes them directly to the configuration page.

Choose Customer Page

The above is only applicable to T1 and T2 level administrators, where they can select the tenant from the dropdown available. The dropdown will only contain the tenants the user has permission to administrate. So a T2 will only see the T3 tenants beneath them.

Creating a Mailbox Reader Import

On clicking the New Import button (& selecting tenant for T1 and T2 level), administrator is taken to the configuration page for the connection.

1. Choose Import Type

Each new import has two key import type options:

  1. Mailbox Reader

  2. Custom Import (visible when Custom is selected as Import Type)

Here, the administrator has an option to select either Mailbox reader or raise a request for Custom Import.

Using a mailbox reader is the default option present here, which will use the connection details provided by the administrator for connecting to mailboxes and importing the data.

Whereas for Custom Import, a request will be raised and forwarded to the support team.

In this section, the administrator can raise a request to customize the import. Some details need to be provided here i.e., what type of data you are trying to import, file format of the data, if you are migrating from Mimecast or similar solutions etc.

Based on the details provided, some charges may apply.

2. Add Connection Details

This section allows Administrators to configure the settings to setup a Mailbox Reader Connection. The protocol you wish to use for accessing and reading from the mailboxes will depend on the mail server. Some recommendations for protocol are:

  • For Exchange 2007 onwards, use EWS (Exchange Web Services). This is a powerful facility and is becoming more efficient and effective with later Exchange releases.

  • For most other mail sources, use IMAP (Exchange 2003 / Gmail / Hotmail / etc.)

  • Use POP3 as a last resort.

  • MSGraph

Then you will need to discover the server from which to access the mailboxes. For Exchange, the CAS server is usually preferred – as this offers the IMAP (if enabled) and EWS web services. For EWS you MUST enter the correct server host name – it must match the services’ certificate and standard URL. Please note: If this is not correct, EWS will not authorise the connection and errors.

For IMAP/POP3, you will generally use the service names that are well documented by the various mail vendors

EWS is the recommended method for mail extraction from an on-premises Exchange system.

MSGraph is the recommended method for mail extraction from Microsoft Exchange online (Office365).

Connection via Multiple Protocols

Prerequisite: Server Address, OAuth Connection, Tenant ID.

Administrator must enter the prerequisites mentioned above and click save & test connection button. This protocol is mostly used for Office 365 accounts.

OAuth connection used here must be already created for the tenant.

Pre-requisite: Server Address, Domain name, Port number, Impersonation Account.

Administrator must enter the prerequisites mentioned above and click save & test connection button. Domain is required if the Impersonation account username does not have an email domain in it. This protocol is used mostly for on-premises Exchange systems.

If the test connection is successful, a message will appear, and the Mailboxes section will be visible.

Prerequisite: Server Address, Domain name, Port number, App password or Google Service Account.

Administrator must enter the prerequisites mentioned above and click save & test connection button. This protocol is mostly used for Google mailboxes. There are 2 ways of accessing emails from Google in this case.

NOTE: In case of IMAP connection, test connection always fails until a mailbox is added to the connection.

Pre-requisite: Server Address, Domain name, Port number, App password.

Administrator must enter the pre-requisites mentioned above and click save & test connection button. This protocol is also mostly used for Google mailboxes.

This protocol has not been well tested yet.

3. Select Import Settings

In this section, administrators can alter the import settings based on the requirement.

Multiple options are present for configuration here like

  1. Include folders

  2. Exclude folders

  3. Selection range (Date period based)

  4. Idle alert period (time since last mail downloaded)

  5. Archive and Public folder download

4. Choose Mailboxes

This section provides configuration to add mailboxes for the connection. There are 3 ways provided here for the import of mailboxes.

Import Mailboxes via Office 365: This option automatically fetches the mailboxes from OAuth connection that is provided in the connection details above. After successful fetch operation, it displays a message stating the number of email addresses found and added.

This option automatically fetches the users from configured LDAP server. LDAP server being configured is a pre-requisite for this option.

This option uses a CSV file and fetches all the users mentioned in it. Specific formatting is required for uploaded CSV, an example CSV link is provided in the section.

5. Confirm & Start

This last section is for acquiring consent from the administrator to try and connect to mailboxes configured above. On clicking the Start Mailbox Reader button, the Import process will be started.

New Mailbox Reader Import

Connection Details Panel
Connected Successfully

Otherwise, a failed connection message will be displayed. In case connection fails please check the details entered and try again. For help in setting up an Impersonation Account, click .

: A service account is a special kind of account used by an application to make authorized API calls. . While using this, a service account key {Type: JSON} is required to validate the account.

: For normal user accounts where service accounts are not present, a user can create an app password for accessing mail in any 3rd party application. This app password is required here to import emails from the mailbox.

POP3 Connection
Import Settings Panel

Confirm Mailbox Reader
🏛️
🧲
📥
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Google Service Account
It is different from a user account
Sign in with App passwords
Graphical user interface, text, application, email

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Graphical user interface, application

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