Testing the example custom filter

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:

To test the custom filter

  1. 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.

  2. Enable Dtrace to trace the Exchange Mailbox task (set ArchiveTask v).

    For instructions on how to configure Dtrace logging, see the Utilities guide.

  3. Run the Exchange Mailbox task to archive the new items, and then wait for a few minutes.

  4. Check the entries in the Dtrace log.

    See Dtrace log entries for the example custom filter.

  5. 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:

    • Add the attribute RETRIEVE="Y" to the <INDEXEDPROPERTIES> element in the content category definition in Custom Properties.xml.

    • In the browser search page, set Details to Full.

    See Content categories.

Figure: Content category added to browser search criteria

Content category added to browser search criteria

Figure: Retention category and message class displayed in search results

Retention category and message class displayed in search results