Symantec Enterprise Vault.Cloud Personal
Archive Quick Start Guide for End Users
V 1.0
September 2014
Symantec Enterprise Vault.cloud End User Quick Start Guide
V 1.0
September 2014
Table of Contents
1.
Introduction ............................................................................................................................. 1
2.
Provisioning ............................................................................................................................. 1
3.
Log in to Personal Archive ....................................................................................................... 1
3.1
To log in to Personal Archive via Outlook ............................................................................... 2
4.
Configure Personal Archive Settings ....................................................................................... 3
5.
Viewing Archived Emails.......................................................................................................... 3
6.
Download Attachments ........................................................................................................... 4
7.
Restore Emails ......................................................................................................................... 4
8.
Using Personal Archive Search ................................................................................................ 5
9.
Search Tips ............................................................................................................................... 6
10.
Save Search Results ................................................................................................................. 7
10.1
To create a Saved Search ........................................................................................................ 7
11.
Print Emails .............................................................................................................................. 8
12.
Additional Features ................................................................................................................. 9
12.1
Send Emails ............................................................................................................................. 9
12.1.1
To compose a new email ......................................................................................................... 9
12.1.2
To reply to an email ................................................................................................................. 9
12.1.3
To forward an email .............................................................................................................. 10
13.
Appendix A: Manually Configure Outlook for Personal Archive ........................................... 10
Symantec Enterprise Vault.cloud End User Quick Start Guide
V 1.0
September 2014
1.
Introduction
Personal Archive gives you an unlimited mailbox and helps you quickly and easily access your archived
email directly from Microsoft Outlook. Personal Archive integrates seamlessly with MS Outlook.
Personal Archive is easy-to-use, has a clean interface that allows you to quickly and easily access your
archived emails. You can view emails and attachments, restore emails deleted from Outlook. There is
more functionality in Personal Archive, however this is how I use it.
2.
Provisioning
Once the service has been provisioned through Cascade, the Symantec account will start to be created.
The service will show as pending whilst this process is being carried out. Once the account has been
created and the service is live the service within Cascade will change to Active.
Once the service is active your local administrator will be required to create you a user account within
the EV.Cloud management portal. You should receive an email containing your account details. If you
do not have a username and password to access your archived emails, please contact your local
administrator.
3.
Log in to Personal Archive
1.
2.
3.
4.
Navigate to: https://personal.eu.symanteccloud.com/Default.aspx
Login using your username and password
Use the radio buttons to select public or private computer
Click Log In
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3.1
To log in to Personal Archive via Outlook
NOTE: You must have configured your Outlook client to connect to the personal archive service before
you will be able to follow the steps below. Please see Appendix A: Manually Configure Outlook for
Personal Archive
1.
2.
3.
4.
5.
Select your Personal Archive folder in the folders pane of Microsoft Outlook.
Select a Security option.
Enter your username and password.
Select a Language setting.
Click Log In to see your archived emails.
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4.
Configure Personal Archive Settings
5.
Viewing Archived Emails
You can display your emails in Personal Archive in the following views.
You can open and view multiple emails in Personal Archive in tabbed view; each email you open
appears in a new tab. After you open an email in a new tab, you can select the All Email tab or the tab
for another open email at any time during your session.
To limit your view of your mailbox by the message direction, click the All Email tab above the message
pane and select an option.
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6.
Download Attachments
You can open or save attachments from the copies of your email stored in Personal Archive.
Emails with attachments are denoted by
1. Click
in the message list.
in the message preview pane to display attachments.
The Attachment icon turns green when attachments are displayed.
2. Select the attachment you want to download.
3. Select an option to Open or Save the attachment in the File Download dialog that displays for
your web browser.
7.
Restore Emails
You can use the Restore feature in Personal Archive to send an exact copy of the email back to your
Inbox. The restored email appears in the top of your Inbox with the date and time you restored the
email. You can see the original timestamp of the email by opening it in your Outlook Inbox.
Right-click on the email you want to restore and select Restore this message.
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You can also restore an email from the message preview pane.
If the message you restored does not appear in your Inbox, check your other message folders if you use mail
rules or check your junk email folder.
8.
Using Personal Archive Search
Personal Archive's Quick Search and Advanced Search features allow you to quickly and easily search
your archive for emails or attachments. Quick Search allows you to search your archive for specific
emails using a variety of search terms including names and email addresses. Advanced Search allows
you to customize your search using a variety of search criteria including subject, sender, recipient, mail
direction, attachment type, or date. Additionally, you can user Search Filters to further refine your
search results or save searches for use at a later time.
Search Guidelines




Search terms are not case sensitive.
Enter an uppercase AND between two search terms to find items with both terms.
Enter an uppercase OR between two search terms to find items with at least one of the
terms.
Common words, also called stop words, are dropped from searches.
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Stop Words
a, an, and, are, as, at
be, but, by
for, if
in, into, is, it
no, not
of, on, or
such
that, the, their, then, there, these, they, this, to
was, will, with


9.
Special characters and punctuation are interpreted as plain text and omitted from
searches.
Personal Archive indexes the contents of attachments and allows you to search for specific
attachments and/or search terms contained within attachments
Search Tips








Enter an uppercase OR between two search terms to find emails with either search term
— enter sick OR vacation to find emails that contain the words sick or vacation.
Use quotation marks to find an exact phrase — enter "cloud computing" to find emails with
this exact phrase.
Enter an asterisk at the end of search terms to find similar words — enter comp* to find
emails with the words computer, computing, or company.
Enter a question mark in the middle of search terms to find similar words — enter te?t to
find emails with the words test or text.
Enter an uppercase NOT between search terms to exclude specific words —
enter compliance NOT laws to find emails with the word compliancethat do not include
the word laws. You cannot begin a search term with NOT because Personal Archive does
not return negative searches.
Enter two search terms in quotation marks followed by a tilde and a numerical value to
perform a proximity search — enter "sick approved"~5 to find emails with the
words sick and approved within five words of each other. An example result for this search
would be Your requested sick day from October 31 is approved.
Enter full email addresses to narrow search results — enter [email protected] in
the From field of the Advanced Search filters to find emails sent by Sally Brown.
Use quotation marks to find full names — enter "Sally Brown" in the To field of the
Advanced Search filters to find emails sent to Sally Brown.
Filter Search Results
After you use a Quick Search or Advanced Search to find emails in your archive, you can enable Search
Filters to further refine your search results. Search Filters that you can apply to search results include
Sender, Years, Tags, or Attachments.
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To use Search Filters
1.
Click
in the toolbar.
The Search Filter icon turns green when enabled.
Enter a search term in the Content field of the toolbar and click
displays.
2.
1. Click
10.
. The Search Filter pane
for a category in the Search Filter pane to apply the filter to your search results.
Save Search Results
You can save searches to help you quickly find new items that match the search criteria you specified.
10.1
To create a Saved Search
1.
Click Searches in the toolbar and select Save/Update Search. The Save/Update Search window
displays.
2.
Enter a name for the search and click Save.
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You can update a Saved Search by entering the name of the search in the Save/Update Search window and
clicking Save.
Click Searches and select Delete this Search to delete a Saved Search. This option only displays when you
have a Saved Search opened.
11.
Print Emails
You can print the copies of your email stored in Personal Archive.
You can also click the Print this message icon from the message preview pane.
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12.
Additional Features
In addition to the standard features for viewing, restoring, and tagging archived emails, add-on
features available include the ability to compose, reply to, or forward your emails within Personal
Archive and to display active folders and/or legacy data. Another add-on feature, Email Continuity,
automatically displays new emails as they arrive and allows you to continue sending and receiving
emails when your organization's mail server is unavailable.
NOTE: The availability of the following add-on features of Personal Archive depend on the services
enabled by your administrator. Contact your administrator if you need access to these features.
12.1
Send Emails
When enabled by your administrator, Personal Archive gives you the ability to send emails directly
from your archive. This add-on feature allows you to compose, reply to, or forward emails from the
Personal Archive interface when you do not have access to Outlook or Notes.
Due to the way Personal Archive sends emails, the emails you send may appear in your recipient's
junk mail folder.
12.1.1 To compose a new email
Personal Archive automatically completes the email address if the mail recipient is in your
organization's global address list.
You can also click To, CC, or BCC to access your organization's global address list.
12.1.2 To reply to an email

Click Reply or Reply All in the toolbar above the message pane. A new email opens in its
own tab.
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You can also right-click on a message and select Reply or Reply All to reply to emails. Please
note that this functionality only works for the message you right-click to display the right-click
menu. While it it possible to select multiple messages and select the Reply or Reply All options
in the right-click menu, the option you select is only applied to the actual message you right-click
to display the menu.
12.1.3 To forward an email
 Click Forward to forward an email in Personal Archive. A new email opens in its own tab.
You can also right-click on a message and select Forward to forward emails. Please note that this
functionality only works for the message you right-click to display the right-click menu. While it it
possible to select multiple messages and select the Forward option in the right-click menu, the option
you select is only applied to the actual message you right-click to display the menu.
You can also reply to or forward an email from the message preview pane.
13.
Appendix A: Manually Configure Outlook for Personal Archive
In addition to accessing Personal Archive from a number of supported web browsers, you can also
access your archive directly from Microsoft Outlook using a web folder. This document provides
instructions to manually configure Microsoft Outlook for Personal Archive by creating a web folder.
Your administrator has the ability to deploy web folders to all Personal Archive users. If you see a
Personal Archive folder in your Outlook Inbox, you do not need to manually create the web folder.
Create a Personal Archive web folder
To create and configure a web folder
1. Launch Microsoft Outlook
2. Select File | Folder | New Folder. The New Folder window displays.
3. Enter a name for your web folder.
4. Select the location for the web folder and click OK.
5. Right-click the web folder in the left panel of Microsoft Outlook and select Properties.
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6. Select the Home Page tab.
7. Enter your Personal Archive URL into the Address field.
This is the same URL you use to access Personal Archive from a web browser. Please contact your
administrator if you do not know your Personal Archive URL.
8. Select the Show home page by default for this folder checkbox.
9. Click OK.
Once you configure the web folder, selecting it directs you to the Personal Archive login page where
you can enter your credentials.
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