Enterprise Vault™ Upgrade Instructions
- About this guide
- Before you begin
- Points to note when upgrading
- Order of upgrade in an environment with Compliance Accelerator or Discovery Accelerator
- Silently installing Enterprise Vault from the command line
- Installing Outlook on the Enterprise Vault server
- Securing Enterprise Vault web applications
- Weak protocols and ciphers are blocked
- Improved consistency when applying a retention period to items
- Classification using Microsoft File Classification Infrastructure on Windows Server 2016
- Data Classification Services does not support all the types of retention categories available in Enterprise Vault 12.3
- eDiscovery Platform compatibility with Enterprise Vault
- Additional points to note when upgrading from Enterprise Vault 11.0 or 11.0.1
- Steps to upgrade your system
- Enterprise Vault server preparation
- Single server: upgrading the Enterprise Vault server software
- Multiple servers: upgrading the Enterprise Vault server software
- Veritas Cluster Server: upgrading the Enterprise Vault server software
- Windows Server Failover Clustering: upgrading the Enterprise Vault server software
- Upgrading standalone Administration Consoles
- Upgrading Enterprise Vault Reporting
- Upgrading MOM and SCOM
- Upgrading Exchange Server forms
- Upgrading Domino mailbox archiving
- About upgrading Domino mailbox archiving
- Domino client version required to run EVInstall.nsf
- Preparing for the upgrade of Domino mailbox archiving
- Upgrading Domino mailbox archiving
- Granting the Domino archiving user access to mail files
- Identifying internal mail recipients
- Run the Domino provisioning task
- Upgrading the FSA Agent
- Compatible versions of the FSA Agent and Enterprise Vault server
- About upgrading the FSA Agent
- Upgrading FSA Agent services that are clustered for high availability
- Upgrading the FSA Agent on a target Windows file server from the Administration Console
- Upgrading the FSA Agent on an FSA Reporting proxy server from the Administration Console
- Upgrading the FSA Agent manually
- Upgrading Enterprise Vault Office Mail App
- Upgrading OWA Extensions
- Upgrading SharePoint Server components
- Upgrading SMTP archiving
- Required and optional tasks when upgrading SMTP Archiving
- Checking the SMTP journaling type configuration
- Checking the permissions of the SMTP Archiving task account
- Checking the 'Journal report processing' advanced SMTP policy setting
- Checking the 'Selective Journal Archiving' site setting
- About upgrading legacy SMTP archiving components
- Migrating existing targets to provisioning groups
- Reconfiguring targets that are configured for target address rewriting to use multiple archives
- Upgrading your Enterprise Vault sites to use Enterprise Vault Search
- About Enterprise Vault Search
- Server requirements for Enterprise Vault Search
- Defining search policies for Enterprise Vault Search
- Allowing privileged Enterprise Vault Search users to restore items to other users' mailboxes
- Setting up provisioning groups for Enterprise Vault Search
- Creating and configuring Client Access Provisioning tasks for Enterprise Vault Search
- Configuring user browsers for Enterprise Vault Search
- Configuring Enterprise Vault Search for use in Forefront TMG and similar environments
- Setting up Enterprise Vault Search Mobile edition
- Upgrading Enterprise Vault API applications
Required and optional tasks when upgrading SMTP Archiving
The SMTP Archiving feature was introduced at Enterprise Vault 11.0.1. Subsequent releases have improved and expanded the feature considerably. Enterprise Vault applies some of these improvements automatically to your configuration during the upgrade procedure.
After you upgrade the SMTP Archiving components, we recommend that you perform the tasks listed in Table: Checks and tasks to perform after you upgrade Enterprise Vault. The sections listed under the column heading, More information, provide detailed information about each task.
Table: Optional checks and tasks to perform after you upgrade Enterprise Vault lists some optional changes that you may want to make to take advantage of improved functionality.
"Legacy SMTP archiving" refers to the SMTP archiving solution in Enterprise Vault 11.0.0 and earlier. SMTP Archiving was completely redesigned in Enterprise Vault 11.0.1. Although the legacy SMTP archiving components are still supported at this release, we strongly recommend that you use the current SMTP Archiving feature instead.
Table: Checks and tasks to perform after you upgrade Enterprise Vault
Task | More information |
|---|---|
Check that the type of SMTP journaling assigned to existing targets is correct. | |
Check that only supported archive types are assigned to existing targets. | |
Check the permissions of the SMTP Archiving task account, if the Vault Service account is not used. | See Checking the permissions of the SMTP Archiving task account. |
Check the configuration setting for Journal reports. | See Checking the 'Journal report processing' advanced SMTP policy setting. |
Check the value of the site setting. | See Checking the 'Selective Journal Archiving' site setting. |
If you use the legacy SMTP archiving solution, re-configure the legacy SMTP archiving components. | If you want to continue running the legacy SMTP archiving components, then you need to rerun the legacy SMTP archiving configuration process. |
Table: Optional checks and tasks to perform after you upgrade Enterprise Vault
Task | More information |
|---|---|
Migrate targets to provisioning groups. | |
Replace address rewriting with targets that have multiple archives assigned. | See Reconfiguring targets that are configured for target address rewriting to use multiple archives. |
Upgrade a legacy SMTP archiving configuration. | For guidance on how to migrate a legacy SMTP archiving solution to the current implementation, see Migrating from the Legacy SMTP Archiving Solution. |