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Start by opening the Locator Management Console and go to "Connections" > "Exchange".  Start the Connection Wizard by clicking "Add New Connection". The setup Wizard requires the user account details during configuration. Make sure that both the index user account and the access rights are working before running the Wizard.

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  • Click the Add next index user button to add new entry for next index user and fill in:
    • Name: Enter the index user account name for accessing Exchange Online
    • Password: Enter the password for the index user
  • Click the Remove user button (separate for every index user) to remove that user from the list

Note: Every additional index user should have the same permissions as the primary index user. If the The index user has ApplicationImpersonation role option was selected in the previous step, every additional index user has to have that role assigned as well.


Step 7: Select which repositories you want to be indexed

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After selecting the mailboxes to index, there are two more optionsis one more option available

  • "Select the mailboxes to be excluded" 
    • Define a set of mailboxes NOT to index 

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  • Clicking this link opens a window presenting options for the file types to be indexed. The options include: 
    • Index all file types 
    • Index only the selected file types 
    • Exclude selected file types from index 

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Important Note: Any edits to this dialog (adding or removing a file type) made after the connection has been indexed, will only affect attachments found with future indexing. For example, adding ".fax" as a new file type to be included, will only add files of that type for new or updated Exchange items that contain a ".fax" attachment.  ".fax" attachments in emails that have already been indexed, will not be added to the index.  Similarly, adding ".fax" as a new file type to be excluded will not cause existing ".fax files to be removed from the index, however, no new ".fax" file attachments will be added.  To add or remove ".fax" files from the existing index, the Locator administrator needs to re-index the connection by running the Via.Repository utility, using the ReIndex command.


Step 9: Locator Active Directory Domain Information

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Step 12: File Types to Index

Choose file extensions to skip or allow, if any.

Important Note: Any edits to this page (adding or removing a file type) made after the connection has been indexed, will only affect attachments found with future indexing. For example, adding ".fax" as a new file type to be included, will only add files of that type for new or updated Exchange items that contain a ".fax" attachment.  ".fax" attachments in emails that have already been indexed, will not be added to the index.  Similarly, adding ".fax" as a new file type to be excluded will not cause existing ".fax files to be removed from the index, however, no new ".fax" file attachments will be added.  To add or remove ".fax" files from the existing index, the Locator administrator needs to re-index the connection by running the Via.Repository utility, using the ReIndex command.


Step 13: Summary

The Summary Page gives you a summary of the options selected. It’s a good idea to review this data to ensure you have selected the options that you want before completing the wizard and starting the initial index.

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