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Enterprise Vault™ Upgrade Instructions

Last Published: 2018-05-21

Product(s): Enterprise Vault (12.3)

About this guide
1. Introducing this guide
2. Where to get more information about Enterprise Vault
  1. Enterprise Vault training modules
Before you begin
1. Server upgrade paths
2. Documentation
Points to note when upgrading
1. Order of upgrade in an environment with Compliance Accelerator or Discovery Accelerator
2. Silently installing Enterprise Vault from the command line
3. Installing Outlook on the Enterprise Vault server
  1. Upgrading to Outlook 2013 SP1 or 2016
4. Securing Enterprise Vault web applications
5. Weak protocols and ciphers are blocked
6. Improved consistency when applying a retention period to items
  1. Limiting the impact when updating moved item locations
7. Classification using Microsoft File Classification Infrastructure on Windows Server 2016
8. Data Classification Services does not support all the types of retention categories available in Enterprise Vault 12.3
9. eDiscovery Platform compatibility with Enterprise Vault
10. Additional points to note when upgrading from Enterprise Vault 11.0 or 11.0.1
Steps to upgrade your system
1. Overview of the upgrade process
Enterprise Vault server preparation
1. About Enterprise Vault server preparation
2. Backing up the system
  1. Backing up Enterprise Vault data
  2. Backing up changed language files
3. Updating required Windows features
4. Running Enterprise Vault Deployment Scanner
5. Setting database permissions
6. Allowing the MSMQ queues to empty
7. Checking the archiving and expiry schedules
Single server: upgrading the Enterprise Vault server software
1. About upgrading a single Enterprise Vault server
2. Installing on a single server
3. Upgrading the Enterprise Vault databases
4. Backing up the upgraded Enterprise Vault databases
5. Starting all the Enterprise Vault services
Multiple servers: upgrading the Enterprise Vault server software
1. About upgrading multiple Enterprise Vault servers
2. Installing on multiple servers
3. Upgrading the Enterprise Vault databases
4. Backing up the upgraded Enterprise Vault databases
5. Starting all the Enterprise Vault services
Veritas Cluster Server: upgrading the Enterprise Vault server software
1. About upgrading a Veritas cluster
2. Installing the Enterprise Vault server software
3. Upgrading the Enterprise Vault databases
4. Backing up the upgraded Enterprise Vault databases
5. Starting all the Enterprise Vault services
Windows Server Failover Clustering: upgrading the Enterprise Vault server software
1. About upgrading a Windows Server Failover Cluster
2. Installing the Enterprise Vault server software
3. Upgrading the Enterprise Vault databases
4. Backing up the upgraded Enterprise Vault databases
5. Starting all the Enterprise Vault services
Upgrading standalone Administration Consoles
1. About upgrading standalone Administration Consoles
2. Upgrading a standalone Administration Console (wizard)
3. Installing Enterprise Vault (command line)
4. Creating an activation configuration file (Windows 7 only)
Upgrading Enterprise Vault Reporting
1. Upgrading Enterprise Vault Reporting
2. Installing the Enterprise Vault Reporting component
3. Running the Enterprise Vault Reporting Configuration utility
Upgrading MOM and SCOM
1. Upgrading MOM
2. Upgrading the Enterprise Vault SCOM management pack
  1. About the supplied management packs
  2. About the upgrade procedure
Upgrading Exchange Server forms
1. About upgrading Exchange Server forms
Upgrading Domino mailbox archiving
1. About upgrading Domino mailbox archiving
2. Domino client version required to run EVInstall.nsf
3. Preparing for the upgrade of Domino mailbox archiving
4. Upgrading Domino mailbox archiving
5. Granting the Domino archiving user access to mail files
6. Identifying internal mail recipients
7. Run the Domino provisioning task
Upgrading the FSA Agent
1. Compatible versions of the FSA Agent and Enterprise Vault server
2. About upgrading the FSA Agent
3. Upgrading FSA Agent services that are clustered for high availability
4. Upgrading the FSA Agent on a target Windows file server from the Administration Console
5. Upgrading the FSA Agent on an FSA Reporting proxy server from the Administration Console
6. Upgrading the FSA Agent manually
Upgrading Enterprise Vault Office Mail App
1. About upgrading Enterprise Vault Office Mail App
Upgrading OWA Extensions
1. About upgrading OWA Extensions
2. Upgrading Enterprise Vault OWA 2010 Extensions
Upgrading SharePoint Server components
1. About upgrading the SharePoint components
2. Upgrading the Enterprise Vault SharePoint components
Upgrading SMTP archiving
1. Required and optional tasks when upgrading SMTP Archiving
2. Checking the SMTP journaling type configuration
  1. Finding SMTP targets that are assigned to unsupported archive types
3. Checking the permissions of the SMTP Archiving task account
4. Checking the 'Journal report processing' advanced SMTP policy setting
5. Checking the 'Selective Journal Archiving' site setting
6. About upgrading legacy SMTP archiving components
7. Migrating existing targets to provisioning groups
8. Reconfiguring targets that are configured for target address rewriting to use multiple archives
Upgrading your Enterprise Vault sites to use Enterprise Vault Search
1. About Enterprise Vault Search
2. Server requirements for Enterprise Vault Search
3. Defining search policies for Enterprise Vault Search
4. Allowing privileged Enterprise Vault Search users to restore items to other users' mailboxes
5. Setting up provisioning groups for Enterprise Vault Search
  1. Changing the order in which Enterprise Vault processes the search provisioning groups
6. Creating and configuring Client Access Provisioning tasks for Enterprise Vault Search
7. Configuring user browsers for Enterprise Vault Search
  1. Configuring the Block Untrusted Fonts feature in Windows 10
8. Configuring Enterprise Vault Search for use in Forefront TMG and similar environments
9. Setting up Enterprise Vault Search Mobile edition
Upgrading Enterprise Vault API applications
1. Upgrading any applications that use the Enterprise Vault API Runtime

Limiting the impact when updating moved item locations

Previously, you could prevent Enterprise Vault from updating an item's location in the archive when a user moved the shortcut to a different folder in their mailbox. To disable this feature, you cleared Update archive location for items moved in the mailbox in the Exchange Mailbox policy. In Enterprise Vault 11.0, this option was on the Moved Items tab. In Enterprise Vault 12.0, the tab was renamed Existing Items.

In this release, Enterprise Vault always updates the archive location of moved items. If you had previously disabled this feature, and mailboxes contain lots of shortcuts, then Enterprise Vault attempts to update the archive location for moved items after you upgrade. If the mailboxes include historical shortcuts to Enterprise Vault servers that are no longer reachable, then long network timeouts may occur.

To prevent these timeouts, configure a list of valid site aliases as described in the following procedure.

Configuring a list of valid site aliases

In the Enterprise Vault Administration Console, open the Advanced tab in the Exchange Mailbox policy.
In List settings from:, select Archiving General.
Select Valid Enterprise Vault site aliases and click Modify.
Enter a semi-colon separated list of valid site aliases. During shortcut processing, Enterprise Vault does not attempt to contact any site whose alias does not appear in the list.
Click OK to close the dialog box, and then again to close the properties.
Repeat the above steps for each Exchange Mailbox policy.