1. Setting up Index user (Auditor account)

You can use any user that is not administrator in MailStore as index user, but it is recommended to create specialized Auditor account. To set up auditor account log into your MailStore Client with administrator account.

• Go to (1) Administrative Tools → Compliance → Compliance General
• Under Auditor Access select (2) Create Auditor User...

• Specify password for auditor account

• Optionally you can change auditor login name or modify the list of archives auditor has access to (by default has access to all archives at that point)
• To do so go to (1) Administrative Tools → Users and Archives → Users
• Select the user you have just created (2)

• By pressing (3) Rename... button you can change login name to something more meaningful like index user

• And you also can select (4) Properties to modify auditor privileges on folders. Important Note: do not give auditor Administrator privileges, because you cannot assign archive permissions to administrators. That would cause the MailStore Connector to not index any documents.

2. Setting up Admin account

To set up admin account log into your MailStore Client with administrator account. If you already have user with administrator account that you can use in your connection(s), then you can skip this step.

• Go to (1) Administrative Tools → Users and Archives → Users
• Select (2) Create New...

• Provide meaningful name for example indexadmin

• Select the user you have just created and choose (1) Properties

• Here you have to check (1) User is an Administrator