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Kraft Kennedy | Technology Blog

Tag: Email Management

Autonomy (HP) recently released WorkSite Server 8.5 SP1 Update 6, with a new enhanced server-side email duplication detection technology.  Previously, the FileSite client would evaluate duplicates based on the MSG_ID value from Exchange.  This often caused problems with forwarded messages, or certain Outlook forms that share a MSG_ID.  Update 6 enables server-side duplicate detection based on the message send date and message subject, in addition to the MSG_ID.   So this now means that forwarded messages are NOT duplicates, and would also be filed – a little something to keep in mind when it comes to expected storage on your file servers and indexers.  More emails will be filed with the new algorithm.


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Recently, a client of ours with Exchange 2010 asked a question.   “How does Autonomy iManage’s Email Management work with Exchange 2010 Archive Mailboxes?”   A great question.     Kraft Kennedy has implemented the WorkSite Communication Server (WCS) and Email Filing Service (EFS) at several Exchange 2010 sites over the past year, but to this point, hadn’t come across a firm looking to leverage the built-in mail archiving functionality of Exchange 2010.   So we asked Autonomy how their EFS would handle it.  There was no mention of this functionality in any Release Notes, Install Guide, Admin Guide, or knowledge base tech note.   After being escalated to a product manager, we were informed that this functionality had not been part of any testing or QA for the 8.5 line of EFS.

Taking advantage of our Kraft Kennedy research lab, within a day I was able to connect our research iManage 8.5 system to our Exchange 2010 environment, and enabled the Archive Mailbox for my test account.     And for the first time in the history of mankind (I can only assume), tested the functionality.   Below you will find a brief summary of the environment and tests performed.
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We’ve seen this issue occur at a few implementations, and felt we should share if anybody else is experiencing it.   When using iManage 8.5 and performing a client-side filing of email, users may receive the cryptic message:   “Unable to retrieve email from Exchange or a conflict exists”

After some troubleshooting, we eliminated the former, and discovered the latter.  The conflict occurs when Summation 2.9 is installed on the workstation  (Not sure yet if the newly released Summation 3.1 is any better).   One workaround is to utilize server-side filing for email management.  However, if you do not have WorkSite Communicaton Server, then the following registry key can be set to resolve the conflict:

HKEY_LOCAL_MACHINE\SOFTWARE\Interwoven\Worksite\8.0\FileSite
DWORD: CreateUnicodeMessageFile
VALUE: 0
NOTE: This registry key should only be applied in IDOL (8.5) environments. Applying this key in prior environments will prevent all emails filed on that workstation from getting indexed.

Being able to drag and drop emails and attachments from Outlook into a SharePoint folder is one of the things that’s clearly missing in SharePoint and Outlook 2010.  The lack of this functionality is a non-starter for any law firm that wants to manage emails and is considering SharePoint as their DMS.  There’s a number of good solutions from third-party vendors to address this shortcoming, including Colligo, MacroView Wisdom, Accola DMS4Legal, and some other products that we’ve been beta testing.  But what if you don’t want to spend any additional money, and are looking for a real basic solution?  Here’s two ways to keep it simple, and be able to get your email and attachments into SharePoint…
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As many of you may have heard, Autonomy officially released iManage 8.5 SP1 on Monday.   This has been an eagerly awaited release for months now, and firms are looking to implement this pretty quickly.    Here are the modules that have 8.5 SP1 releases thus far:

  • WorkSite Server (with and without Caching)
  • WorkSite Clustering Service
  • WorkSite IDOL Indexer
  • WorkSite Communication Server for Exchange
  • FileSite, OffSite, DeskSite, Email Management for Outlook clients

Our initial review is under the fold.


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