This document is useful for the following roles - Records Manager / Archivist & Preserve365 Archive Manager 

Introduction

Preserve365 will now enable you to preserve the contents of Outlook mailboxes.

With Preserve365 for Outlook, you can:

• Identify the specific emails you need to preserve.

• Preserve them from a centralised location in Preserve365 Admin.

• Ensure they are securely stored in your Preservation Library for long-term access and compliance.

 

Note: This feature is currently in Private Preview. Functionality may be limited, and feedback from participants will directly shape the final release.

 

Pre-requisites

To preserve emails from Outlook:

• Your Microsoft 365 user must have the Preserve365 Copy role.

• Your Microsoft 365 user must have the Preserve365 Actions Manager role

• Access to Preserve365 Admin.

Preserve emails from Outlook

Step 1. Enable Preserve365 for Outlook

1. Open Preserve365 Admin

2. Navigate to Outlook – Preview → Settings

3. Enable the Outlook Preview integration

Step 2. Preserve Outlook emails

You can preserve emails contained within the Inbox of a single mailbox.

1. In Preserve365 Admin, navigate to:
   Outlook – Preview → Preserve by Query

2. Enter your query parameters:

   • Mailbox – Enter the full email address of the mailbox.
     Example: example@preservica.com

   • Field – Select which field to query. Currently, only the From field (the sender’s address) is supported.

   • Operator – Choose the type of match. At present, only Equals is supported.

   • Value – Enter the value to match. For the From field, this must be an email address.
     Example: sender@preservica.com

3. Click Preserve.

All matching emails will be copied into your Preservation Library.

Feedback

This is an early-stage feature. If you encounter issues or have suggestions, please share them with your Preservica representative.