Enterprise Vault™ Administrator's Guide
- About this guide
- Managing administrator security
- Roles-based administration
- Working with predefined RBA roles
- Customizing RBA roles
- Day-to-day administration
- About Exchange mailbox archiving reports
- About starting or stopping tasks or services
- Monitoring journal mailboxes
- About monitoring disks
- About maintaining the SQL databases
- Using SQL AlwaysOn availability groups
- About managing vault store groups and sharing
- About managing safety copies
- About managing partition rollover
- About expiry and deletion
- Working with retention categories and retention plans
- Setting up retention folders
- Enabling archiving for new mailboxes
- About moving archives
- How Move Archive works
- About moving mailbox archives within a site
- About moving mailbox archives between sites
- About configuring Move Archive
- Running Move Archive
- Monitoring Move Archive
- PowerShell cmdlets for managing archives
- Using Enterprise Vault for records management
- Setting the default record type for users
- Common configuration scenarios
- Searching archives for items marked as records
- Automatically filtering events
- Managing indexes
- About the indexing wizards
- Managing indexing exclusions
- About the indexing PowerShell cmdlets
- Advanced Domino mailbox and desktop policy settings
- Editing the advanced settings for Domino mailbox and desktop policy
- Domino mailbox policy advanced settings
- Archiving General: Domino mailbox policy
- Archiving General: Domino mailbox policy
- Domino desktop policy advanced settings
- Advanced Exchange mailbox and desktop policy settings
- Editing the advanced Exchange mailbox and desktop settings
- Exchange mailbox policy advanced settings
- Archiving General (Exchange mailbox policy advanced settings)
- Archiving General (Exchange mailbox policy advanced settings)
- Exchange desktop policy advanced settings
- Office Mail App (Exchange desktop policy advanced settings)
- Outlook (Exchange desktop policy advanced settings)
- OWA versions before 2013 (Exchange desktop policy advanced settings)
- Vault Cache (Exchange desktop policy advanced settings)
- Virtual Vault (Exchange desktop policy advanced settings)
- Advanced Exchange journal policy settings
- Archiving General (Exchange journal policy advanced settings)
- Advanced Exchange public folder policy settings
- Archiving General (Exchange public folder policy advanced settings)
- Advanced SMTP policy settings
- Site properties advanced settings
- Editing site properties advanced settings
- Site properties advanced settings
- Content Conversion (site properties advanced settings)
- File System Archiving (site properties advanced settings)
- IMAP (site properties advanced settings)
- Indexing (site properties advanced settings)
- Skype for Business (site properties advanced settings)
- SQL Server (site properties advanced settings)
- SMTP (site properties advanced settings)
- Storage (site properties advanced settings)
- Content Conversion (site properties advanced settings)
- Computer properties advanced settings
- Editing computer properties advanced settings
- Computer properties advanced settings
- Agents (computer properties advanced settings)
- IMAP (computer properties advanced settings)
- Indexing (computer properties advanced settings)
- Storage (computer properties advanced settings)
- Task properties advanced settings
- Advanced Personal Store Management properties
- Classification policy advanced settings
- Managing the Storage queue
- Automatic monitoring
- About monitoring using Enterprise Vault Operations Manager
- About monitoring using MOM
- About monitoring using SCOM
- Managing extension content providers
- Exporting archives
- Enterprise Vault message queues
- Customizations and best practice
- Mailbox archiving strategies
- Notes on archiving based on quota or age and quota
- Notes on archiving items from Exchange Server 2010 managed folders
- About performance tuning
- Mailbox archiving strategies
- Failover in a building blocks configuration
- Appendix A. Ports used by Enterprise Vault
- Appendix B. Useful SQL queries
- Appendix C. Troubleshooting
- Installation problems
- Microsoft SQL Server problems
- Server problems
- Client problems
- Problems enabling or processing mailboxes
- Problems with Vault Cache synchronization
- Identifying and resolving Vault Cache issues on the Enterprise Vault server
- Identifying and resolving Vault Cache issues on an end-user computer
- Problems with Enterprise Vault components
- Troubleshooting: All tasks and services
- Troubleshooting: Directory service
- Troubleshooting: Exchange archiving or Journaling tasks
- Troubleshooting: Storage service
- Troubleshooting: Shopping service
- Troubleshooting: Web Access application
- Troubleshooting: All tasks and services
- Techniques to aid troubleshooting
- How to modify registry settings
- About moving an Indexing service
- Appendix D. Enterprise Vault accounts and permissions
Configuring users as Capstone non-officials
The following procedure marks the items of Capstone non-officials as temporary records by default, but it also lets those users designate selected items as permanent records. With some modifications, you can implement a similar procedure to mark the items of Capstone officials as permanent records by default but let those officials designate selected items as temporary records or non-records.
To configure users as Capstone non-officials
- Create a retention category that is called, for example, "Permanent Retention Category". Configure the retention category so that Enterprise Vault marks the affected items as permanent records.
- Create a retention category that is called, for example, "Temporary Retention Category". Configure the retention category so that Enterprise Vault marks the affected items as temporary records.
Create a retention plan that is called, for example, "Capstone Temporary Plan". Configure the retention plan as follows:
Set the retention category to the one that you created in step 2 ("Temporary Retention Category").
Do not choose to classify the items.
Choose to expire items according to their current retention categories rather than the retention category that is set by this retention plan.
Create a provisioning group that is called, for example, "Capstone Non-Officials". Configure the provisioning group as follows:
Add your list of Capstone non-officials as targets.
Select an Exchange mailbox policy in which, in its Archiving Actions properties, you have enabled the Overall lock feature.
Select the retention plan that you created in step 3 ("Capstone Temporary Plan").
- Run the Exchange Provisioning task to apply the retention settings to the Capstone non-officials.
- Synchronize the mailboxes. To do this, open the properties dialog box for the Exchange Mailbox Archiving task and then, on the Synchronization tab, click Synchronize.
- Using Enterprise Vault Policy Manager (EVPM), create a folder in each target mailbox with the retention category set to "Permanent Retention Category". This is the folder to which users can move the items that they want to designate as permanent records.
See Allowing users to change the record types of individual items.
- Enable the mailboxes for archiving, if you have not already done so.