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
Defining search policies for Enterprise Vault Search
A search policy defines the range of Enterprise Vault Search facilities that you want to make available to users. With a search policy, you can choose to let Enterprise Vault Search users do the following:
Show the reading pane. This pane displays a preview of the currently selected item in Enterprise Vault Search. For performance reasons, you may want to hide the reading pane to stop recalls from slow storage media, such as tape or optical disks.
Export the items that are listed in Enterprise Vault Search to an
.nsf,.pst, or.zipfile, depending on the archive type.Some export formats are appropriate for use with certain types of items only. For example, it is not possible to export Outlook messages to a
.nsffile, or Notes messages to a.pstfile. A user who chooses to export both Outlook and Notes messages to a single file can export them to a.zipfile only.Change the retention categories of the items in their archives. Note that some Enterprise Vault features, such as the retention folders and classification features, can override the changes that users make to the retention categories of items. For more information on retention, see the Administrator's Guide.
Copy and move archived items out of an archive, within an archive, and from one archive to another. Choosing to allow these actions also allows users to create, rename, move, and delete folders in their archives.
In addition, choosing to allow users to copy and move archived items out of an archive provides certain privileged users with an additional facility: users who have full access rights to other users' Exchange mailboxes can also restore items from Enterprise Vault journal archives to the Restored Items folders in these mailboxes.
Delete archived items. Note that, even if you define a search policy to grant delete permissions, users can only delete items if you have configured the Enterprise Vault site appropriately. In the Administration Console, open the Site Properties dialog box for the Enterprise Vault site and then, on the Archive Settings tab, ensure that is selected.
When using the advanced search facilities in Enterprise Vault Search, choose from extra options on the Select search property drop-down list. These extra properties make it easier to build search queries for the items that the Enterprise Vault records management and classification features have tagged.
Installing Enterprise Vault creates a default search policy automatically. You can modify the properties of this default policy and define custom search policies. Then you can assign each policy to a different search provisioning group.
To view and modify the properties of the default search policy
- In the left pane of the Administration Console, expand your Enterprise Vault site.
- Expand the Policies container.
- Click the Search container.
- In the right pane, right-click Default Search Policy and then click Properties.
You can change the settings on the Features and Advanced Search tabs, but you cannot change the settings on the other tabs.
To define a new search policy
- In the left pane of the Administration Console, expand your Enterprise Vault site.
- Expand the Policies container.
- Right-click the Search container, and then click New > Policy.
The New Search Policy wizard appears.
Follow the on-screen instructions. The wizard prompts you to specify the following:
The name of the policy and an optional description of it.
The Enterprise Vault Search facilities that you want to make available to users.