Exchange Individual Mailbox Backup & Restore
Introduction
Using UltraBac's Individual Mailbox Backup & Restore functionality
(available in UltraBac versions 6.1 and greater), individual Microsoft
Exchange mailboxes can be backed up and restored. This functionality is
part of the Exchange Agent Extra-Cost Option. The use of the optional
Exchange Agent is controlled by the UltraBac.com licensing module. Pre-license
evaluation versions of UltraBac default to Exchange Agent enabled status.
Permanent licensing can be updated by telephone
or web-site
to include the use of the Exchange Agent after purchase. For phone numbers,
addresses and web-site information:
See User Manual: "Phone
Numbers and Addresses" section of the "Troubleshooting &
Diagnostic Aids" chapter.
See Web-site:
UltraBac Licensing Center
Installation/Use
In order to use the Individual Mailbox Backup Agent, you must:
Be licensed to use the
"Exchange" agent. Evaluation copies default with this agent
enabled. Use the "Help"/"About"/"License"/"Extra Cost Options" option
path to see if the "Exchange" agent is enabled.
- The account that runs the "BEI Scheduler"
service, usually "UltraBac", must be defined to Exchange and
setup as an Exchange Administrator in order for unattended Individual
Mailbox Exchange Backups to occur.
You must install either the Outlook or Exchange
client on the UltraBac host machine.
Log on as the BEI Scheduler account and create
an Exchange profile called UBMAILBOX.
Create an Individual Mailbox Backup Set.
BEI Scheduler Account Defined as an Exchange Administrator
This account needs to be defined on the Exchange Server as a "Permissions
Admin" or a "Service Account Admin". (Service Account Admin
has more authority.) Exactly how you do this is up to the administrator,
but one example follows:
Open Microsoft Exchange Administrator application on the Exchange
Server (or from any NT/2000 Server if this application has been installed).
The hierarchy is Site, Organization, Configuration and then Server.
Highlight the Site folder that contains the
exchange server to be backed up. Click on the "Permissions"
tab. Add UltraBac (the name of account name that the BEI/Scheduler Service
logs on as) as a Service Account Admin to the Site.
Now highlight the Organization folder that
contains the same exchange server. Click on the "Permissions"
tab. Add UltraBac as a Service Account Admin to the Organization.
Now highlight the "configuration"
folder contained by the above organization. Click on the "Permissions"
tab. Add UltraBac as a Service Account Admin.
UltraBac with Service Account Admin authority
should automatically be added to the exchange server. To check, highlight
the exchange server folder. Click on the "Permissions" tab.
UltraBac should appear with Service Account Admin authority. If it doesn't
appear, add UltraBac as a Service Account Admin.
See UBQ: UBQ000022 Defining UltraBac Account
as an Exchange Administrator
Creating a UBMAILBOX Exchange Profile
Create an Exchange Profile called UBMAILBOX while logged on as the account
that will perform the backup. The profile must be called UBMAILBOX and
must specify the Exchange server where the mailboxes being backed up reside.
From the Window's Task Bar select "Tools"/"Settings"/"Control
Panel"/"Mail"/"Show Profiles"/"Add"
to start the Microsoft Outlook Setup Wizard and create the Exchange profile.
For more information:
See UBQ: UBQ000159 Creating the UBMAILBOX Exchange
Profile.
Creating an Individual Mailbox Set
-
Use the option path, "Backup/New"/"Backup Using UltraBac
Agent"/"Next" to get to the "Select
Agent Screen". From this screen, selecting the "Mailbox"
option will produce the "Mailbox
Server Information" screen.
Figure: Mail Box Server Information
Enter an "Organization:", "Site:" and "Server:" as defined within Exchange.
-
When "Next" is
selected, the "Create New Set"
screen appears. This screen is described, in the "Creating
Backup Sets" chapter. From the "Create
New Set" screen, selecting "Load
Set" will invoke the "Set
Editor" screen but selecting "Save
Set" will invoke the "Save
Set" screen. For more information:
See User Manual: "Creating
Backup Sets" chapter.
Backing up Files From an Individual Mailbox Backup Set
Individual Mailbox Backup Sets can be used in either foreground or scheduled
backups. For more information:
See User Manual: "Creating
Backup Groups" chapter.
See User Manual:
"Performing Foreground Backups" chapter.
See User Manual: "Performing
Unattended Backups" chapter.
Restoring Files From an Individual Mailbox Backup Set
Restoring files from an Individual Mailbox Backup Set is performed similarly
to typical restore with a few exceptions. The mailbox folders can be restored
to their original location or can be restored as mounted Exchange PST
(Personal Folder Storage) files.
-
As with a typical restore change UltraBac's mode to restore by selecting
"Mode"/"Restore" and load the set index by selecting
either "Restore"/"Load Index From Disk" or "Restore"/"Load
Index From Storage Media" and double click on the appropriate set
index. An example restore screen follows:
Figure: Select Mailbox Folders
Select mailbox folders or expand a mailbox folder and select individual
folders.
-
Select "Perform Restore" and the following screen is displayed:
Figure: Mailbox Restoration
-
Selecting "Mount folder as
a PST on this computer ...."
will restore each mailbox folder as a mounted .pst file on the UBMAILBOX
profile. The user can drag and drop items (or the complete folder) from
a mounted .pst folders to the mailbox folders. This option is typically
used when restoring individual items within mailbox folders (e.g. when
restoring a few emails) or to view the restored information before committing
it to the mailbox. After restoring, the automatically mounted .pst files
need to be closed (dismounted) from within Outlook (or Exchange).
Note:
If the mounted .pst file is to remain mounted the .pst file should be
closed (dismounted), moved from the <UltraBacRoot>\MailboxTempStore
folder to a permanent location and then re-mounted within Outlook (or
Exchange). If the .pst file is left mounted while in the <UltraBacRoot>\MailboxTempStore
location future Individual Mailbox Backups will delete the .pst file or
the backup may fail. For more information:
See UBQ: UBQ000160 Mounting Exchange PST
Profiles.
Selecting "Restore
to original mailbox" will
restore the complete contents of each selected folder to the original
mailbox folder. When selecting DELETE
Existing contents of folders...."
the existing folder contents will be deleted prior to performing the restore.
If un-selected the restore will append all emails to the folders. Note:
Un-selecting the "DELETE Existing contents of folder....." option
may result in duplicate email items within the original folder.
Selecting "Unattended
restore -- Do not stop on errors"
will post messages in the logs instead of posting them on the desktop
allowing the restore to proceed without user intervention. Note:
Always review the restore log for errors but specially when using this
option.
Select "Restore"
Note:
Individual Mailbox Backup operations overwrite the .pst files located
in the <UltraBacRoot>\MailboxTempStore folder.
Individual Mailbox Backup Limitations