How to Configure Exchange 2016 / 2019 to Journal to Jatheon Cloud

Prerequisites

• Ensure your Exchange 2016/2019 environment is properly licensed and patched.
• Obtain the journaling destination email address provided by Jatheon
• Ensure your network allows routing of SMTP traffic from your Exchange server to the Jatheon Cloud smart-host (e.g., cloud.jatheon.com).
• Administrative credentials for Exchange and Active Directory (to create contacts, connectors, journaling rules).

Step 0 – Create a Mail Contact for the Journaling Address

Before you can create the journaling rule, you must create an external SMTP mail contact in Exchange that points to the Jatheon-provided destination. This mail contact will be the recipient of the journaling copies.

1. In EAC, navigate to: Recipients > Contacts.
2. Click New (+) > Mail contact.
3. Fill in the details:
   • First name / Last name – e.g., “Jatheon Journal”.
   • Display name – e.g., “Jatheon Journal Contact”.
   • Alias – e.g., jjournal001.
   • External email address – enter the journal destination (EXAMPLE): (a85ffd43272d476e96aa9cf829fd7.journalmaster.001@cloud.jatheon.com).
4. Choose the appropriate Organizational Unit (OU) if needed.
5. Click Save.

Step 1 – Create a Send Connector

This connector will route all journaled messages from your Exchange server to the Jatheon Cloud smart host.

1. Open EAC (https://<ExchangeServerFQDN>/ecp) and log in.
2. Navigate to Mail flow > Send connectors.
3. Click + to create a new connector.
   • Name: e.g., “To Jatheon”.
   • Type: choose Custom.
4. On Network settings: select Route mail through smart hosts, then add the smart host address: cloud.jatheon.com.
5. On Smart host authentication: choose None (unless your Jatheon setup requires authentication).
6. On Address space: click + and set:
   • Type: SMTP
   • FQDN: cloud.jatheon.com 
   • Cost: 1
7. On Source server: click + and select the Exchange server(s) that will send mail to Jatheon.
8. Finish the wizard.

Note: The “cost” of 1 is used to give this connector high priority if multiple exist.

Step 2 – Create the Journaling Rule

Now create a journaling rule to send a copy of all required emails to the mail contact you created in Step 0.

1. In EAC, navigate to Compliance management > Journal rules.
2. Click + to create a new journal rule.
   • Send journal reports to: select the mail contact you created (e.g., “Jatheon Journal Contact”).
   • Name: e.g., “Journal All Emails to Jatheon”.
   • If the message is sent to or received from: choose Everyone (or specify specific users/groups as desired).
   • Journal the following messages: choose All messages (or refine if needed).
3. Click Save.

Step 3 – Verification & Notes

• The journal rule should take effect immediately.
• Ensure that the mail contact you created is properly routed via the Send Connector (Step 1) so that messages actually reach Jatheon.
• Verify by sending test messages (internal and external) to confirm that journaling is working and messages are being delivered to Jatheon Cloud.
• Monitor mail flow logs for any errors or delivery issues.

Full Summary of Steps

1. Create a mail contact in Exchange that points to the Jatheon-provided journaling address.
2. Create a Send Connector to route mail (including journaled messages) to the Jatheon Cloud smart-host.
3. Create a Journaling Rule that sends all (or selected) messages to the mail contact.
4. Verify functionality and monitor.