Does Not Apply To Exchange 2007/2010
If you are using Microsoft Exchange Server 2007 or 2010 and you are already configured to journal mail to EHA (Exchange Hosted Archive) then you may ignore this information because by default the
Exchange 2007/2010 format is supported by Office 365. Also this information applies only to customers that are using the EHA service and are transitioning to the Office 365 Exchange Online service. For all other journaling purposes please refer to the original
documentation you used for those specific business requirements.
Applies To Exchange 2003 SP2
This document explains requirements for journaling mail to the Office 365 Exchange Online Advanced Archive. You should read this document if you are a Microsoft EHA customer that is transitioning
to the Office 365 Exchange Online archive service and you are using Microsoft Exchange Server 2003. Exchange Server 2003 may be configured in ways that Office 365 does not support. Specifically, Office 365 requires
Envelope journaling and does not support Message-only or BCC formatted journaling. Also Office 365 does not support journaling directly to the copy address contact, meaning you cannot bypass journaling to a local mailbox.
Requirements for Journaling to Office 365’s Exchange Online Service
Summarizing these concepts, the expense and complexity of configuring Exchange Server 2003 to journal to EHA may have compelled some customers to shortcut the configuration, such as sending journaled
e-mail directly to the copy address contact instead of a local journal mailbox; or to not configure Envelope journaling in lieu of the default Standard journaling. EHA would accept these configurations, even sacrificing the full fidelity of envelope journaling (for
example BCC recipients are captured in Envelope journaling but not in Standard). Office 365 is strict in requiring full Envelope journaling with all headers which maintains the highest fidelity when capturing messaging content. This document describes how
to configure your Exchange 2003 server so it is supported by Office 365 and it does so without requiring an additional Exchange 2003 server, even if you are using the Standard version.
Your Current Journaling Configuration
When you subscribed to the EHA service and configured journaling for the first time using the copy address Microsoft gave you (example: firstname.lastname@example.org), if you followed
the Envelope Journaling instructions exactly as shown in the EHA guide to configuring Journaling,
than you are configured correctly for Office 365. This means you enabled Envelope journaling, then setup a separate store database (separate server if using Standard) upon which you created a journal mailbox to which you routed your journal messages and forwarded
them from this mailbox to the EHA copy address contact using an Outlook rule. However if you did not follow those instructions exactly, the following information will help you fill in the gaps in your journaling configuration.
Confirm Envelope Journaling is Enabled
You should be on
Service Pack 2 (SP2) for Exchange Server 2003. The tool to run on your
Exchange server to enable envelope journaling is named EXEJCFG.EXE and it can be downloaded from the Microsoft Exchange Server Email Journaling Advanced Configuration download page.
The download is a self-extracting zip file that includes instructions you should follow to enable and verify Envelope journaling. The instructions that come with the executable are comprehensive, however if you prefer to simply complete this step without reading about
it, then simply unzip the download into a folder, open a command prompt in the same folder, and run
Journaling to a Local Journal Mailbox
If your information store is configured to send journaled e-mail directly to your copy address contact, then this must be changed so that you first journal to a local mailbox, then use Outlook
rules to forward to the copy address contact. If you need to create a new mailbox follow the instructions found on the TechNet Create an Active Directory Domain Services User page.
Create two Outlook rules on the local journal mailbox
Important: Be sure that the
Stop Journal Loop rule is listed first, meaning above the
Forward to Journal Remote Contact rule. If it is not then highlight the
Stop Journal Loop rule and click the up-arrow on the tool bar to move it up so it is first and topmost in the list. It is recommended after you Save and Close the rules list that you re-open the rules list and confirm that the two new rules
are listed in the proper order, with the Stop Journal Loop rule positioned above the
Forward to Journal Remote Contact rule. If the correct order is not in place the message loop is not prevented.
Confirm that you are not using the Forward to: setting on the local user mailbox
If you created the local journal mailbox user a moment ago, you can skip this step. However if the local journal mailbox user was created long ago please confirm that the following configuration is not in place: In Active
Directory Users and Computers, open the properties of the local journal user, go to the
Exchange General tab, then click the Delivery Options button. Confirm the
Forwarding address setting is set to None. Some customers have set this to forward to the EHA copy address contact. This does not capture the full journaling headers required by Office 365. The method to forward is by using
the Outlook forwarding rules already created in the previous steps.
Confirm that your Global Settings do not prevent Allow Automatic Forward
Exchange server has a global setting that prevents the automatic forwarding of messages. This will allow messages to arrive in your local journal mailbox that you created, but then they will not
forward to EHA or Office 365. To confirm this global setting is not enabled do the following:
If your company policies allow it you may simply enable this check box, but understand that this will allow all people to automatically forward e-mail to external Internet addresses should they
setup Outlook rules to do so. Alternatively, if your company policies restrict automatic forwarding then you can use the following instructions to allow only messages auto-forwarded to the Microsoft copy address domain, and all other Internet domains will
Configure your Mailbox Store to journal to the new journal mailbox
Configure Mailbox Box Manager to keep the new journaling mailbox from over flowing
Finally, configure Exchange Mailbox Manager to manage the size of the local journal mailbox, otherwise it will continue to collect all messages and eventually run out of storage space. For instructions
visit the Technet
Configure Mailbox Manager to Manage the Journal Mailbox Size page.