We recommend that you test the custom filter on a development system; not on your production Enterprise Vault server.
Before testing the custom filter, do the following:
Configure the registry settings to enable Exchange Server mailbox filtering.
See Configuring registry settings for Exchange Server user mailbox filtering.
In the Enterprise Vault Administration Console, configure an Exchange Mailbox policy to archive new items immediately.
Click the Message Classes tab, and ensure that is selected.
Check that the policy is assigned to the appropriate provisioning group.
In the Enterprise Vault Administration Console, create a new retention category called 180Day.
Restart the Exchange Mailbox task in the Enterprise
VaultAdministration Console, to apply the policy change and the
changes in the ruleset file, Default Filter
Rules.xml
.
Restart the IIS Admin service on the Enterprise
Vault server, to apply the changes in the Custom Properties.xml
file to the browser search
page.
To test the custom filter
Start Outlook and log in as the test user. Create a calendar appointment that occurred in the past. Ensure the appointment is not a recurring appointment, and does not have a reminder set.
Enable Dtrace to trace the Exchange Mailbox task (set ArchiveTask v).
For instructions on how to configure Dtrace logging, see the Utilities guide.
Run the Exchange Mailbox task to archive the new items, and then wait for a few minutes.
Use Enterprise Vault browser search to search for the appointment in the test user's archive.
The search criteria page now includes a Content Category field, as shown in Figure: Content category added to browser search criteria. You can search for the appointment that matched the filter rule by typing IPM.Appointment in the Message Class box. Search results show the item that matched the custom filter rule.
Alternatively, in the Retention Category drop-down list select the 180Day retention category. Again, search results show the appointment that matched the custom filter rule, as this item was archived with the 180Day retention category.
See Figure: Retention category and message class displayed in search results.
The following additional steps are required to display the custom property in the search results:
See Content categories.