Enterprise Vault™ Introduction and Planning

Last Published:
Product(s): Enterprise Vault (12.3)
  1. About this guide
    1.  
      Introducing this guide
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Introduction
    1. Overview of Enterprise Vault
      1. How archiving works
        1.  
          Introduction to PST files and NSF files
        2.  
          Benefits of archiving
      2.  
        How to access items in archives
      3.  
        About classification
      4.  
        About records management
      5.  
        About Compliance Accelerator and Discovery Accelerator
      6. About Enterprise Vault add-ons
        1.  
          Introduction to EnCase Ingest Connector
    2. How Enterprise Vault works
      1.  
        About single instance storage
      2. About Enterprise Vault indexing
        1.  
          About index volumes
        2.  
          About managing indexes and index volumes
      3.  
        About Index Server groups
      4.  
        About Enterprise Vault Administration Console
      5.  
        About Enterprise Vault sites, Directory, and Directory database
      6. About Enterprise Vault tasks
        1.  
          Introduction to provisioning and archiving tasks
        2.  
          Introduction to retrieval processes
        3.  
          Introduction to PST migration tasks
      7. About Enterprise Vault services
        1.  
          Introduction to the Directory Service
        2.  
          Introduction to the Storage service
        3.  
          Introduction to the Indexing Service
        4.  
          Introduction to the Shopping Service
        5.  
          Introduction to the Task Controller Service
        6.  
          Introduction to the Admin Service
        7. About the Archive Discovery Search Service
          1.  
            About the Archive Discovery Search Service components
      8. About the Enterprise Vault Outlook Add-In
        1.  
          Introduction to the Outlook Add-In
        2.  
          Introduction to offline users
      9.  
        About IMAP access to Enterprise Vault archives
      10.  
        About the Enterprise Vault Client for Mac OS X
      11.  
        About Microsoft Exchange forms
      12.  
        About OWA Extensions
      13.  
        About the Office Mail App for OWA 2013 and later and Outlook 2013 and later
      14.  
        About Enterprise Vault extensions for Notes
      15. About Enterprise Vault Search
        1.  
          About Enterprise Vault Search Mobile edition
      16.  
        About Enterprise Vault monitoring and reporting
    3.  
      FIPS 140-2 compliance
  3. Enterprise Vault administration
    1.  
      About Enterprise Vault administration
    2.  
      Administration Console configuration of archiving
    3.  
      Administration accounts and roles
    4.  
      How to archive PST file contents
    5.  
      How to archive NSF file contents
    6.  
      How to export archived items
    7.  
      Welcome message and other notifications
    8. About reporting and monitoring in Enterprise Vault
      1.  
        Enterprise Vault Reporting
      2.  
        Report mode
      3.  
        Event and diagnostic logging
      4.  
        System status in the Administration Console
      5.  
        Enterprise Vault Operations Manager
      6.  
        Automatic monitoring of events and performance
      7.  
        Message queue monitoring
      8.  
        Enterprise Vault auditing
    9.  
      How to script management tasks
    10.  
      Checklist of day-to-day management tasks
  4. Exchange Server archiving
    1. About Exchange Server archiving and user mailboxes
      1.  
        Exchange Provisioning tasks
      2.  
        Exchange Mailbox Archiving tasks
      3.  
        Exchange archiving targets
      4.  
        Exchange mailbox policies
      5.  
        Exchange desktop policies
      6.  
        Exchange archiving filters
    2. Exchange Server and journal mailbox archiving
      1.  
        Exchange Server and journal filtering
      2.  
        Compliance Accelerator and Exchange journaling
    3.  
      Types of items to archive with Exchange Server archiving
  5. Exchange Public Folder archiving
    1.  
      Exchange Public Folder tasks, Targets, and Policies
    2.  
      How an Exchange Public Folder task archives
    3.  
      User access to Exchange Public Folder archives
  6. File System Archiving
    1.  
      About File System Archiving
    2.  
      About File archiving policies
    3.  
      About shortcut files with File System Archiving
    4.  
      About setting up File System Archiving
    5.  
      File System Archiving in a clustered environment
    6.  
      The process of File System Archiving
    7.  
      How File System Archiving handles older versions of archived files
    8.  
      How File System Archiving synchronizes permissions
    9.  
      File System Archiving reports
    10.  
      How to restore files with File System Archiving
    11.  
      About FSAUtility
    12.  
      How to back up and scan shortcut files with File System Archiving
    13.  
      Pass-through recall for placeholder shortcuts with File System Archiving
    14.  
      Retention Folders and File System Archiving
    15.  
      FSA Reporting
  7. Archiving Microsoft SharePoint servers
    1.  
      About archiving Microsoft SharePoint servers
    2. How to configure SharePoint archiving
      1.  
        SharePoint archiving tasks
      2.  
        SharePoint archiving targets
      3.  
        SharePoint archiving reports
      4.  
        SharePoint archiving policies
      5.  
        How to access archived SharePoint documents
      6.  
        About Enterprise Vault shortcuts in SharePoint
  8. Domino mailbox archiving
    1.  
      About Domino mailbox archiving and Enterprise Vault
    2.  
      Domino provisioning groups
    3.  
      Domino mailbox archiving tasks
    4.  
      Domino mailbox archiving policies
    5.  
      Domino mailbox archiving retention folders
    6.  
      Domino mailbox archiving desktop policies
  9. Domino Journal archiving
    1.  
      About Domino Journal archiving
    2.  
      Domino Journal archiving policies
    3.  
      Domino journal archiving database considerations
    4.  
      How to set up Domino Journal Archiving
    5.  
      Support for clustered Domino Journal databases
  10. SMTP Archiving
    1.  
      About Enterprise Vault SMTP Archiving
    2.  
      SMTP Archiving components
    3.  
      Security and authentication
    4.  
      Scalability and disaster recovery
  11. Skype for Business Archiving
    1.  
      About Skype for Business Archiving
    2.  
      About Skype for Business Archiving licensing
    3.  
      Skype for Business Archiving overview
    4.  
      Skype for Business Archiving components
  12. Enterprise Vault Accelerators
    1.  
      About the Enterprise Vault Accelerators
    2.  
      Differences between the Enterprise Vault Accelerators
    3. About Compliance Accelerator
      1.  
        Compliance Accelerator components
      2. The Compliance Accelerator client application
        1.  
          Department administration with Compliance Accelerator
        2.  
          Compliance Accelerator searches
        3.  
          Reviewing messages with Compliance Accelerator
        4.  
          Compliance Accelerator reporting
        5.  
          Exporting messages with Compliance Accelerator
      3.  
        Compliance Accelerator configuration data
    4. About Discovery Accelerator
      1.  
        The analytics facility in Discovery Accelerator
      2.  
        Discovery Accelerator components
      3. Discovery Accelerator client application
        1.  
          Case administration with Discovery Accelerator
        2.  
          Discovery Accelerator searches
        3.  
          Reviewing items with Discovery Accelerator
        4.  
          Producing and exporting items with Discovery Accelerator
      4.  
        Discovery Accelerator configuration data
  13. Building in resilience
    1. About Enterprise Vault and VCS
      1.  
        Supported VCS configurations and software
      2.  
        About Enterprise Vault and the VCS GenericService agent
      3.  
        Typical Enterprise Vault configuration in a VCS cluster
    2. About Enterprise Vault and Windows Server Failover Clustering
      1.  
        Supported Windows Server Failover Clustering configurations
      2.  
        Typical Enterprise Vault configuration in a Windows Server failover cluster
    3. About Enterprise Vault building blocks
      1.  
        Building blocks and high availability
  14. Planning component installation
    1.  
      About planning component installation
    2.  
      About valid computer names for Enterprise Vault servers
    3.  
      Prerequisites for Enterprise Vault components when planning installation
    4.  
      Factors to consider when planning deployment of Enterprise Vault components
    5.  
      Enterprise Vault Directory Service installation planning
    6. Where to set up the Enterprise Vault Services and Tasks
      1.  
        How to plan installing Exchange Mailbox Archiving Tasks
      2.  
        How to plan installing Exchange Journaling Tasks
      3.  
        How to plan installing Exchange Public Folder Tasks
      4.  
        How to plan installing Domino Journaling and Mailbox Archiving Tasks
      5.  
        How to plan installing the Move Archive task
      6.  
        How to plan installing the Storage Service
      7.  
        How to plan installing the Indexing Service
      8.  
        How to plan installing the Shopping Service
      9.  
        How to plan installing File System Archiving
      10.  
        How to plan installing SharePoint Archiving
      11.  
        How to plan installing SMTP Archiving
      12.  
        How to plan installing Accelerator Services
    7.  
      Enterprise Vault databases and planning their installation
    8.  
      Vault store groups and vault stores installation planning
    9.  
      Administration Console installation
    10. Installation planning for client components
      1.  
        Installation planning for Outlook Web App (OWA) and RPC over HTTP components
  15. Planning your archiving strategy
    1.  
      About archiving strategies
    2.  
      Where to define default settings for the Enterprise Vault Site
    3.  
      How to allow users flexibility
    4.  
      How to plan the types of items to archive
    5. How to define your archiving policy for user mailboxes
      1.  
        How to plan enabling mailboxes
      2.  
        How to plan controlling the appearance of the desktop
    6.  
      How to plan the archiving policy for journal mailboxes
    7. How to plan the archiving strategy for Exchange public folders
      1.  
        How to plan enabling public folders
    8.  
      How to plan an archiving strategy for FSA
    9.  
      How to plan a strategy for SharePoint archiving
    10. How to plan settings for retention categories
      1.  
        About retention plans
    11.  
      How to plan the automatic deletion of archived items
    12.  
      How to plan PST migration
    13.  
      How to plan NSF migration
    14.  
      How to plan shared archives
    15. How to plan vault stores and partitions
      1.  
        How to plan handling safety copies
      2.  
        How to choose a location for safety copies
    16.  
      How to plan single instance storage
    17. About Enterprise Vault reports
      1.  
        Enterprise Vault Reporting feature

Introduction to PST migration tasks

Enterprise Vault provides the following tools for migrating (importing) the contents of PST files to archives:

  • Locate and Migrate - This locates PST files on users' computers, copies them to a central location, and then migrates them. Unless you have only a few PST files to migrate, Locate and Migrate is likely to require least effort on your part.

  • Client-driven migration - This is similar to Locate and Migrate, but finding PST files and sending them to a PST collection area is performed automatically by the user's computer, as opposed to by the Enterprise Vault Server Tasks.

  • Scripted migration using Policy Manager - This is ideal for performing bulk migrations of PST files, but you need to collect the PST files in a central location.

  • PST Migrator wizard-assisted migration - If you have a small number of PST files, this provides a quick and easy way of migrating them to Enterprise Vault.

Locate and Migrate partially automates the process of migrating the contents of PST files into Enterprise Vault. It can automatically search for PST files on users' computers and move them to a central holding area, from which they can be automatically migrated.

Locate and Migrate comprises the following Enterprise Vault task types:

  • A Locator task. This searches your network for computers and PST files. You can configure specific paths to include or exclude during PST searching. There can be only one Locator task in your Enterprise Vault site.

  • A Collector task. This moves PST files that the Locator task has found to a central holding folder, ready for them to be migrated. There can be many Collector tasks in your Enterprise Vault site.

  • A Migrator task. This migrates the contents of PST files that are in the holding folder to Enterprise Vault archives. There can be many Migrator tasks in your Enterprise Vault site.

The tasks are configured and scheduled using the Enterprise Vault Administration Console.

It is possible to configure the Enterprise Vault Outlook Add-In so that users can perform their own PST migrations. The underlying mechanism that is used is still Locate and Migrate, but users can queue their own PST files for migration.