How to create an offline archive (.pst) file for any number of mailboxes using only the Office 365 admin portal.
What you will need
- Internet Explorer 9+ or Google Chrome with the "Click to Run" extension
- An account with an SMTP address and admin priviledges for the company whose mail you are archiving. NB an admin account without a mailbox will not work
Initial setup
This only needs to be done once for each organisation you ned to archive mail for:
- Log in with your admin acount and go to the Office 365 admin center if you aren't there already
- Open the Exchange admin center from under the ADMIN heading in the Office 365 admin center
- Select admin roles from under the permissions heading
- Double-click on the Discovery Management role group to open the Role Group editor window
- Under Roles:, click the + to open the Select a Role window.
- Find and select the Mailbox Import Export role then click [ add -> ] then [ ok ] to add the role to the Discovery Management role group
- Back in the Role Group edit window, under the Members: section, click on the + to open the Select Members window.
- Find and select your current user account and click [ add -> ] then [ ok ] to add the account to the role group membership
- Close the Exchange admin center window
Creating an in-place eDiscovery & hold search
This needs to be done once for each set of mailboxes you wish to archive simultaneously but can be re-used if the mailboxes need to be archived again at some later date:
- Log in with your admin acount and go to the Office 365 admin center if you aren't there already
- Open the Exchange admin center from under the ADMIN heading in the Office 365 admin center
- Select in-place eDiscovery & hold from under the compliance management heading
- Click on the + to create a new search - this can search for contents within mailboxes or, for this purpose, an entire mailbox.
- Give your new search a name - this is required - and an optional description so you remember what it's for next time. Click the [ next ] button.
- On the next page, select Specify mailboxes to search if it isn't already then click the + to open the Select Mailbox window.
- Find and select the mailbox(es) you want to archive then click [ add -> ] for each one, then [ ok ] to add them to the search.
- Click [ next ] to move to the Search query page and select Include all content to archive the whole mailbox. Click the [ next ] button.
- On the In-Place Hold settings page, click on the [ finish ] button to create the search. Wait for the save operation to complete then click the [ close ] button.
Using an existing search to archive a mailbox
This is done every time a new copy of an archive needs to be created.
- Log in with your admin acount and go to the Office 365 admin center if you aren't there already
- Open the Exchange admin center from under the ADMIN heading in the Office 365 admin center
- Select in-place eDiscovery & hold from under the compliance management heading
- Select an existing search to create the archive file from.
- Click on the â button to export the search results to a PST file. This downloads then runs the eDiscovery PST Export Tool
- Click the [ Browse ] button to select a suitable save location then click [ Start ] to begin the download.
- The tool will ask for a username and password to access the download; this is the same admin account used to start the export. Enter the credentials and click [ OK ]
- Wait for the download to complete.
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