Product Documentation

Configure PST File Import and Export

Jun 05, 2015
Updated: 2014-02-04

Configure PST file import and export to enable Services Manager to import and export Exchange personal store mailboxes using a network share or an FTP server.

To store the PST files, use one of the following methods:
  • Create a shared folder called "WebHosting" on a file server in your environment. Security for the shared folder is described in Steps 2b-2d of To configure the FTP server for PST import and export.
  • Set up an FTP server to enable customers to upload PST files without service provider assistance. Access to a customer's folder on the FTP server is limited to the customer's users who have the Hosted Exchange Service Administrator security role.
If you choose to set up an FTP server, install the following items:
  • FTP Server role service components
  • Exchange Management Tools
  • Microsoft Outlook
  • .NET Framework 4

To configure the FTP server for PST import and export

  1. In Active Directory, perform the following actions:
    1. Create a new user account in the Services Manager system OU called servername_pst.
    2. Grant Full Control permissions of the servername_pst account to the Customers OU.
    3. Add the servername_pst account to the CortexAdmins group.
  2. For the FTP server, perform the following actions:
    1. On the FTP server, create a new folder for use by Services Manager. The default path is C:CortexFTP.
    2. Share the folder as Webhosting and grant Full Control of the share to Everyone.
    3. In the folder properties, on the Security tab, verify that inheritance is disabled and, when prompted, click Add to copy the current permissions to the folder.
    4. Add the domain security group ServiceAdmins HE to the ACL of the folder and grant List Folder Contents permissions.
    5. Add the servername_pst account to the ACL of the folder and grant it Full Control.
  3. Add and configure the FTP site in IIS:
    1. On the FTP server, open the IIS Management Console and then navigate to the Sites container.
    2. Right-click the Sites container, choose Add FTP Site, and configure it.
      • FTP site name: A name such as "CloudPortal Services Manager PST FTP Site"
      • Physical path: The path configured in step 2a above
      • Binding IP Address: An IP address and port or All Unassigned
      • SSL: Allow SSL
      • Authentication: Basic
      • Authorization: Allow access to: Specified roles or user groups
      • Authorization (credentials):domainServiceAdmins HE
      • Authorization: Permissions: Read and Write
    3. Select the FTP site node in the console's left pane and, in the Features view, perform the following actions:
      1. Double-click FTP User Isolation and choose FTP home directory configured in Active Directory.
      2. Click Set to specify the credentials in DomainUsername format for the new AD user account set up in Step 1a.
      3. Click Apply to save your changes.
    4. Select the FTP site node in the console's left pane and, in the Features view, perform the following actions:
      1. Double-click FTP Authentication.
      2. Disable Anonymous Authentication and enable Basic Authentication.
      3. With Basic Authentication selected, click Edit and set the Default domain to the fully-qualified domain name.
  4. Restart the FTP site.
  5. Restart the Microsoft FTP Service.

To configure PST file import and export in Services Manager

Important: For Exchange 2007, use all steps in this procedure to configure PST file import and export through the Services Manager control panel. For Exchange 2010, use only Steps 3 and 4 in this procedure.
  1. Assign server roles:
    1. From the Services Manager menu bar, choose Configuration > System Manager > Server Roles and then expand the server to be used for PST import and export. If the server is not listed, go to Configuration > System Manager > Servers and refresh the list.
    2. Under Server Connection Components select Hosted Exchange.
  2. Add a server connection:
    1. From the Services Manager menu bar, choose Configuration > System Manager > Server Connections and select a Location Filter if applicable.
    2. Click New Connection and then specify the following information for the Exchange web service:
      Server Role
      Choose Hosted Exchange.
      Server
      Choose the server where the Exchange web service is installed.
      Credentials
      Choose the impersonation account for the Exchange service.
      URL Base
      Defaults to /ExchangeWS/HostedExchange.asmx.
      Protocol
      Select http.
      Port
      Defaults to 8095. If you change the port here, change it also in the Services Manager Web Service.
      Timeout
      Defaults to 200000 milliseconds.
      Version
      Select Mailbox Import/Export.
    3. Click Save.
    4. From the Services Manager menu bar, select Configuration > System Manager > Server Connections and then click the icon in the Test column for the Exchange server. The icon turns green for a successful connection. A red icon indicates an unsuccessful connection. Mouse over it for information about the failed connection.
  3. Configure service settings:
    1. From the Services Manager menu bar, choose Configuration > System Manager > Service Deployment.
    2. Under Service Filter, select Top Environment Services, and expand Hosted Exchange.
    3. Click Service Settings, expand Mailbox Import/Export, and then select the Enabled check box.
    4. Configure the following settings:
      Bad Item Limit
      Enter a value for the number of corrupt messages to skip during an export. Default = 0.

      To set a value greater than 50, edit the NewMailboxExportRequest.ps1 and NewMailboxImportRequest.ps1 scripts and add the -AcceptLargeDataLoss parameter, setting it to $true. Typically, these scripts are located on the server hosting the Exchange web service at C:Program Files (x86)CitrixCortexServicesExchangeWSScripts.

      Export File Pattern
      The pattern for the filename of the PST file. Default = username.pst
      Export Path Pattern
      The pattern for the export folder name that Services Manager creates for the customer. Default = MailboxExport
      FTP Message
      If using FTP, the message that is displayed on the Import/Export page in the control panel.
      FTP Root
      The FTP root folder. Default = \LocalHostWebHosting
      Import Export Server
      The name of the server where the PST files reside for import and export. This value is used to form the Root Path Pattern value.
      Import Path Pattern
      The pattern of the import folder name that Services Manager creates for the customer. Default = MailboxImport
      Root Path Pattern
      The full path to the customer's import and export location. The Export Path Pattern and Import Path Pattern values are appended Root Path Pattern value to form the complete path.

      Example: \ImportExportServerWebHostingCustomerShortName

      Zip Files
      (Optional) Select this option to export PST files as ZIP archive files.

      Citrix recommends clearing this option for mailboxes larger than 2 GB.

    5. Click Save.
  4. Reprovision the Hosted Exchange service to existing customers. This action creates a folder for each customer and ensures all required permissions are applied to the folder.