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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  • Create Connection
  • Editing a Connection

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  1. Basic Configuration

Managing Mail Server Connections

How to manage your mail server connections in Solar Archive.

The Restore & Authentication section allows Administrators to register and manage details of your company’s mail server services (IMAP or EWS) which are used to restore emails from Solar Archive to user mailboxes and authenticate user logins which have been configured to be authenticated externally.

Restore is a technique used to inject email back into user mailboxes from the archive and Authentication is a technique to verify a user’s password at login. This section allows you to define connections to your email servers. These will be used to provide email “Restore To Inbox” and “Login Authentication” services to your users. This allows you to set up a connection to an older email server and newer one to assist during mailbox migration. The system will allow either IMAP or EWS to be used.

Authentication - Solar Archive local user accounts must be created with external authentication. When the user tries to login, the username will be used to obtain the details of the local user account. The username and the password from the login web page are then passed to each of the restore and authentication connections, where a login is attempted using the configured protocol (IMAP or EWS). If the login is successful, then the user will be logged in to Solar Archive using the name and email addresses from the local user account. Account details from the remote mail server will not be obtained or used.

The Login authentication sequence is as follows:

  1. User enters their username and password

  2. If the username matches a local user account, that has “external authorisation”.

  3. For each entry in the “Restore and Authentication” list;

  4. Open a connection to the remote EWS or IMAP service

  5. Pass the user’s username and password to the EWS or IMAP login sequence

  6. If the EWS or IMAP login succeeds, then the user gains access to Solar Archive via the Local User Account credentials.

If login fails, then the system will revert to try other login methods, first by testing other local user accounts and then trying LDAP, if configured.

Note: The username entered on the login page must be set in the Solar Archive local user account as the same username is passed to the EWS or IMAP service.

  • For Office 365 – the username will always be an email address and the server will be outlook.office365.com.

  • For IMAP or on-premise Exchanges – the username could be the “SAMAccountName” or the “User Principal Name” (an email address type format).

Create Connection

  1. Navigate to Basic Configuration > Restore & Authentication.

  2. Click the Create Connection button.

  3. Enter / Select the required values in the fields. Refer to the table below for field names and descriptions.

  4. Click Save Connection.

  5. Click the Test Connection button.

  6. Enter the credentials and click Test Connection.

Field
Description

Protocol

Protocol using which you want to create a new connection.

Server

Name or IP address of a CAS or a front-end server for the new connection.

Port

Port number for the new connection.

Connection Type

Type of new connection being created.

Editing a Connection

  1. Navigate to Basic Configuration > Restore & Authentication.

  2. Under Existing Servers, click the server for which you want to edit the details and then click the Edit Connection button.

  3. Enter / Select the required values in the fields.

  4. Click the Save Connection.

  5. The connection details will be updated.

PreviousConfiguring Global Account SettingsNextConfiguring LDAP Settings

Last updated 2 years ago

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