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Proofpoint Archive Quick-Start Guide

Proofpoint Archive Quick-Start Guide

Archive Access and Navigation

To access your personal Proofpoint Archive, enter the following URL:

https://progrexion.us2.proofpointarchiving.net/

To sign in, you will be redirected to Okta (Progrexion.okta.com). 

You can also access the Proofpoint Archive web portal via the Proofpoint Archive app in Okta.

 

 

 

 

 

 

 

 

 

 

 

 

Once authenticated, you will see the Personal Archive screen.

 

 

 

 

 

You will see a navigation bar on the far-left area of the screen. Just inside the navigation bar is the criteria column and action buttons (New Search, Saved Search, Clear, Save, Summary, Search).

 

Searching the Archive

You can search using keywords, Senders/Recipients, Send Date, Attachments, and Message Components in the default search screen. Additional criteria can be added by using the Advanced Personal Archive link.

Keyword Expressions

Keyword searches can be simple or complex. Keywords can be combined using AND, OR, NOT (operators) and must be expressed in UPPERCASE. Lower-case words are always treated as keywords and not as operators.

Phrases (two or more keywords together) are encapsulated in quotation marks (e.g. “financial issue” or “project Pegasus kickoff”), which searches for the phrase exactly as shown.

Searches can be further refined by using proximity operators, wildcards, and/or a combination as show in the graphic below.

 

Please note that sections containing user-specified criteria are identified by a blue dot ().

For more information on detailed searches, please see "Search Criteria: Keywords and Phrases" near the end of this article.

 

Saving Searches

Searches can also be saved for later use or to use as a base template. To save a search, click the Save link located below the criteria selection box.

Simply provide a search name and either select a folder to store the search or create a new folder to organize searches by topic, date, etc. and save the search. The search is now saved.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Searches can be retrieved using the Saved Search tab at the top of the search criteria column.

 

 

Working with Archive Content

Users can view messages and other content directly within the archive. If needed, messages can be retrieved (sent back to your inbox) or downloaded using the More menu in the upper-right corner of the screen.

 

 

 

 

 

 

 

 

 

 

Important: Messages retrieved from the archive will NOT come from the original sender. They will come from the Proofpoint system email: “Progrexion Proofpoint Export outbound@progrexion.us2.proofpointarchiving.net

The specific email being retrieved will be included as an attachment within this email. To view the retrieved email, open the attachment.

 

Additional Help

Additional help can found within the archive, find the help button and follow the link.

YouTube Tutorials

Proofpoint Enterprise Archive – Tutorial 01 – Overview and Search -

https://www.youtube.com/watch?v=pmcfhgI-vsY

Proofpoint Enterprise Archive – Tutorial 02 – Advanced Search -

https://www.youtube.com/watch?v=z57pmwAH4N8

Proofpoint Enterprise Archive – Tutorial 03 – Saved Searches -

https://www.youtube.com/watch?v=0guG2MDw9v4

Proofpoint Enterprise Archive – Tutorial 04 – Folders -

https://www.youtube.com/watch?v=iFyzVjcF448

Proofpoint Enterprise Archive – Tutorial 05 – Exports -

https://www.youtube.com/watch?v=KFKGh2y7KQs

 

More information on detailed searches

Search Criteria: Keywords and Phrases

 

Item

Sample

Description

Keywords

cat

Return all items containing the keyword “cat”.

Phrases

“The dog chased a cat”

Return all items containing the string “The dog chased a cat”.

Phrases must be wrapped in quotation marks.

Wildcard

test*, *suit,

?file, file?

See “Using Wildcards for Content Searches” on page 38.

AND

(cat AND dog AND tiger)

Return all items where cat, dog and tiger are found within the same message. Because spaces between words and/or phrases are treated as an AND, use of this keyword is generally not required.

OR

(cat OR dog OR tiger)

Return all items where any of cat, dog or tiger are found in the message. One or more, but not all, of the words or phrases are required.

NOT

(cat AND NOT dog)

Return all items where cat but not dog is found in the email. Use hyphen in front of keyword you wish to avoid.

Proximity

"cat dog"~2

Returns all items where there are 2 or fewer words between "cat" and "dog", for example "Cat sees a dog". Enclose words to be found by the proximity search within quotation marks and use a tilde (~) before the number of words allowed between the named words. Only two terms can be compared.

 

NOTE: The search is bilateral, but results are affected by word order. For example, searching for "dog cat"~2 will not produce results for "Cat sees a dog". When searching in reverse, the count starts at the end of the first search term (in this example, "dog") and stops at the start of the final word ("cat"), thus including both terms in the count. To generate a search result for "Cat sees a dog", use "dog cat"~4.

Combining Operators

cat AND (dog OR tiger)

Return all items where cat and either dog or tiger are found within the same message.

Combining Operators

(cat OR dog) AND (tiger OR wolf)

Return all items where either cat or dog AND either tiger or wolf is found within the same message.

Combining Operators

(cat AND - dog AND – tiger AND – wolf)

Returns all items where cat is found without any of dog, tiger or wolf.

 

 

Using Wildcards for Content Searches

Use the *(asterisk) symbol to search for any number of characters (this will also return a match if no characters are found in the asterisk's position in the string). Use the ?(question mark) symbol to search for a single character: you can use multiple ? symbols to search for a specific number of characters. Your entry is expanded against the Spell Checking Oriented Word Lists (SCOWL) database. The list of expanded terms is shown: you can de-select any that you want to exclude. If criteria matches more than 50 terms, you are prompted to limit the search criteria further (for example, by adding more characters to the string).

For example, searching for contract* finds “contract”, “contracts”, “contractor”, and “contractual”. Searching for contract? finds “contracts” but not “contract”; searching for contra?? finds “contract” and “contrary”, searching for contract?r finds “contractor”.

Wildcards can be used at either the start or end of the string (*suits, ?file) but not in both positions (*file* is not a valid search string). At least four characters must appear in the string used with the wildcard.

To search for the use of a wildcard character as a string, surround the search data with quotation marks: for example, “lawsuit?”.

Wildcards used in searches are included in saved searches.

Note: Wildcard searches involve two phases, one to retrieve potentially matching terms from the dictionary and another to retrieve messages that match the search criteria. Time spent in the first phase is not included in SLA calculations. Terms sent to the dictionary and expanded terms retrieved from the dictionary are not encrypted, but search criteria and retrieved messages are encrypted, as normal.

To enable wildcard searching, contact Technical Support.

 

Using Boolean Logic

In addition to entering words and phrases, you can also use basic Boolean logic to refine or expand searches. The following elements are supported.

 

Term

Meaning

AND

Indicates that the words/phrases are both required. As spaces between words and/or phrases are treated as an “AND”, use of this keyword is generally not required.

Usage: “Bob Smith” AND factory

OR

Indicates that one or the other of the words/phrases is required, but they don’t

both have to be in the item for it to match. Usage: “Bob Smith” OR factory

  • hyphen

Indicates that the following word or phrase must not be in the item. Usage: “Bob Smith” –factory

() brackets

Indicates a grouping of logical elements for evaluation. Generally, brackets are only required when you combine AND and OR logic in a single search.

Usage: (“Bob Smith” OR “Mary Jones”) AND factory

~ tilde

Inserting a tilde followed by a number lets you do a proximity search to find matches within the proximity of the original results. In the example, all documents that contain search terms within 3 words of searchtermB will be found.

Usage: “searchtermA searchtermB”~3

 

Note: The operators “AND" and "OR" must be entered with capital letters. The lower case versions are used to search for content containing the words “and” and “or” themselves.

 

Search Criteria: Special Characters

If you want to search for special characters in the archive, such as punctuation marks, currency indicators, or decimals, etc., use these tables to see how Proofpoint Enterprise Archive stores such characters. This helps when structuring queries to find specific terms and legal hold definitions.

Searching for characters that are not preserved will not produce search results.

 

Special Character

Description

Content

Search Term:

Finds:

Apostrophes

Preserved in the index except when used in possessive form.

I’ll tell you

something.

“I’ll tell you something.” “Ill tell you something.”

I’ll tell you something. No result

Apostrophes

In the possessive form (‘s) the apostrophe and the “s” are removed so may search for either.

If a possessive form is misspelled, add it as a term.

Jim’s phone

rang

“jim’s phone rang”

“jim phone rang”

“jims phone rang”

Jim’s phone

rang

Jim’s phone

rang

No result

Registered, trademark, and other similar characters

Special character removed.

Jim’s phone

rang

Copyright ©

Copyright

 

 

Search Criteria: Domain Names

If periods are excluded in the search criteria, search results include both content that contains and does not contain periods, and matches content regardless of position in the string. For example, searching for “mydomain com” returns mydomain com, mydomain.com and subdomain.mydomain.com.

If periods are included in the search criteria, search results include just content that also contains periods, and only the exact string. For example, searching for “mydomain.com” returns mydomain.com, but not mydomain com, subdomain.mydomain.com or subdomain mydomain com.

Periods at the start of search criteria are excluded. For example, searching for “.mydomain com” returns the same results as searching for “mydomain com”.

 

Indexing Size Considerations

As items are placed in the archive, a full text search index of each item is created. The index includes multiple index fields to capture content and other elements such as information about the sender and recipients of the item, its body, and the contents of its attachments (the first 10MB of each). The search index has a limit of 100,000 terms per field. Since all attachment data is stored in a single field, if the combined index of all attachments on an item exceeds 100,000 items, terms appearing beyond the 100,000th term will not be in the index and therefore not searchable, although the item in its entirety is archived.

 

Supported Message Classes

Message classes can be associated with InfoTags to allow searching based on message class, or used in message class-based policy rules. Note that the classes listed here are the standard ones: contact Proofpoint Support if you wish to customize the list.

 

Type

Message Class

Acrobat File

IPM.Note.File.Acrobat

Appointment

IPM.Appointment

 Beacon Idea Capture   (Compass)

IPM.Note.Email-Beacon

Blackberry SMS message and PIN (Blackberry, Android)

IPM.Note.Proofpoint.Archive.MediaType.Text-Blackberry

Bloomberg mail EGIF

IPM.Note.Proofpoint.Archive.MediaType.Bloomberg-BBE.mail

http://Box.com posting

IPM.Note.Proofpoint.Archive.MediaType.Box

Chatter message

IPM.Note.Proofpoint.Archive.MediaType.Chatter

 Cisco Jabber message

IPM.Note.Proofpoint.Archive.MediaType.Cisco

Excel file

IPM.Note.File.Excel

FactSet

IPM.Note.Proofpoint.Archive.MediaType.Email-FactSet

LinkedIn posting

IPM.Note.Proofpoint.Archive.MediaType.LinkedIn

Meeting request

IPM.Schedule.Meeting.Request

 Meeting request   response

IPM.Schedule.Meeting.Resp.Neg (Meeting Declined) IPM.Schedule.Meeting.Resp.Pos (Meeting Accepted) IPM.Schedule.Meeting.Resp.Tent (Meeting Tentatively Accepted)

Meeting scheduled notice

IPM.Schedule.Meeting.Notification.Forward

 MessageLabs message

IPM.Note.Proofpoint.Archive.MediaType.MessageLabs

Microsoft Teams

IPM.Note.Proofpoint.Archive.MediaType.Teams

MMS messages

IPM.Note.Proofpoint.Archive.MediaType.MMS

 Parlano MindAlign chat

IPM.Note.Proofpoint.Archive.MediaType.Parlano

Phone Call/Voice call

IPM.Note.Proofpoint.Archive.MediaType.PhoneCall

Pivot IMTRADER IM

IPM.Note.Proofpoint.Archive.MediaType.Pivot

Powerpoint file

IPM.Note.File.Powerpoint

REPORT.IPM.Note.DR

delivery receipt

 REPORT.IPM.Note.ND R

non-delivery receipt

REPORT.IPM.IIPNNRN

non-read receipt

REPORT.IPM.IPNRN

read receipt

SharePoint

IPM.Note.Proofpoint.Archive.MediaType.Email-SharePoint

 Short Message Service  message

IPM.Note.Proofpoint.Archive.MediaType.SMS

Sitrion

IPM.Note.Proofpoint.Archive.MediaType.Sitrion

Slack message

IPM.Note.Proofpoint.Archive.MediaType.Slack

SMS message

IPM.Note.Proofpoint.Archive.MediaType.SMS

Squawker message

IPM.Note.Proofpoint.Archive.MediaType.Squawker

 Symphony (Markit)   message

IPM.Note.Proofpoint.Archive.MediaType.IM,Symphony

Teams

IPM.Note.Proofpoint.Archive.MediaType.Teams

 Twitter (applicable public   comment ingestion only)

IPM.Note.Proofpoint.Archive.MediaType.Social.Twitter

UBS Chat

IPM.Note.Proofpoint.Archive.MediaType.UBS

Verba

IPM.Note.Proofpoint.Archive.MediaType.Verba

Vesel

IPM.Note.Proofpoint.Archive.MediaType.Email.Vesel

 Web Page Crawl Report

IPM.Note.Proofpoint.Archive.MediaType.WebPageCrawlReport

Web Page Snapshot

IPM.Note.Proofpoint.Archive.MediaType.Snapshot

WebEx Teams

IPM.Note.Proofpoint.Archive.MediaType.WebExTeams

WhatsApp

PM.Note.Proofpoint.Archive,MediaType.WhatsApp

Word file

IPM.Note.File.Word

WorkplaceFB

IPM.Note.Proofpoint.Archive.MediaType.WorkplaceFB

Yammer posting

IPM.Note.Proofpoint.Archive.MediaType.Yammer

YouTube

IPM.Note.Proofpoint.Archive.MediaType.YouTube

Zoom

IPM.Note.Proofpoint.Archive.MediaType.Zoom

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