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Veritas Enterprise Vault™ Upgrade Instructions

Last Published: 2017-07-28

Product(s): Enterprise Vault (12.1)

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 from Enterprise Vault 11.0
1. About this chapter
2. Vault service account requires a new SQL permission
3. Enterprise Vault 12.1 requires uniform SQL collation
4. Order of upgrade in an environment with Compliance Accelerator or Discovery Accelerator
5. Enabling fast browsing for Enterprise Vault Search
6. eDiscovery Platform compatibility with Enterprise Vault
7. Support for Outlook 2013 SP1 on the Enterprise Vault server
8. Automatic migration of content conversion settings
9. Improved consistency when applying a retention period to moved items
  1. Limiting the impact when updating moved item locations
Points to note when upgrading from Enterprise Vault 12
1. About this chapter
2. Order of upgrade in an environment with Compliance Accelerator or Discovery Accelerator
3. eDiscovery Platform compatibility with Enterprise Vault
4. Support for Outlook 2013 SP1 on the Enterprise Vault server
5. Improved consistency when applying a retention period to moved items
  1. Limiting the impact when updating moved item locations
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. Checking the permissions of the SMTP Archiving task account
2. About upgrading legacy SMTP archiving components
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. Setting up provisioning groups for Enterprise Vault Search
  1. Changing the order in which Enterprise Vault processes the search provisioning groups
5. Creating and configuring Client Access Provisioning tasks for Enterprise Vault Search
6. Configuring user browsers for Enterprise Vault Search
7. Configuring Enterprise Vault Search for use in Forefront TMG and similar environments
8. Setting up Enterprise Vault Search Mobile edition
Upgrading Enterprise Vault API applications
1. Upgrading any applications that use the Enterprise Vault API Runtime

Improved consistency when applying a retention period to moved items

Changes to the Vault Administration Console provide improved consistency and clarity in the way that Enterprise Vault applies a retention period to moved items. Some of these changes include changes to default behavior.

Table: Changes to Administration Console elements

Administration Console element	Changes made
Exchange Mailbox Policy dialog box > Existing Items tab (In Enterprise Vault 11.0, this tab was called Moved Items)	This tab has been removed. The settings on the tab related to how retention was assigned to items whose shortcuts were moved from one mailbox folder to another. The settings also applied to existing shortcut items in the mailbox folder. On the Archive Settings tab of the Site Properties dialog box, the Update the category for existing items setting also controlled how retention was assigned to such items. The various setting names and their combined effect caused confusion. In this release, the item movement behavior has been standardized across Enterprise Vault. That is: The location of a moved item is always updated. See Limiting the impact when updating moved item locations. The category of a moved item is updated. This is subject to site archive settings and classification policy settings. The category of other, existing items in the folder is never changed. The category of a moved item is updated, even if the original category was selected by a user, set by a custom filter, or set by PST migration. Again, this is subject to site archive settings and classification policy settings.
Site Properties dialog box > Archive Settings tab	The Update the category for moved items setting on this tab relates to archived items that are moved from one folder to another. The following options now let you control when Enterprise Vault updates the retention category of such items: Always If item expiry is the same or later, or the record type changes If you are using the Enterprise Vault classification feature, you can use new options on the Settings tab of the Classification Policy Properties dialog box to prevent changes to a retention category that was set using classification.
Retention Category Properties dialog box > General tab	The following options are available on this tab: Prevent automatic deletion of expired items with this category Prevent user deletion of items with this category Consider the following situation: An item in a mailbox folder has a retention category with a hold set on automatic deletion of expired items. The user moves the item shortcut to a folder that has a different category assigned. The folder category does not have any holds set. In previous releases, Enterprise Vault did not update the category in this situation. This behavior has now changed. Enterprise Vault updates the item category, subject to site and classification policy settings for moved items. In this example, updating the category means that the hold on automatic deletion on expiry is removed. Similarly, item movement may cause a change of retention category from one that specifies a hold on user deletion to one that does not. This can lead to the removal of the hold on user deletion.

Administration Console element

Changes made

Exchange Mailbox Policy dialog box > Existing Items tab

(In Enterprise Vault 11.0, this tab was called Moved Items)

This tab has been removed. The settings on the tab related to how retention was assigned to items whose shortcuts were moved from one mailbox folder to another. The settings also applied to existing shortcut items in the mailbox folder. On the Archive Settings tab of the Site Properties dialog box, the Update the category for existing items setting also controlled how retention was assigned to such items. The various setting names and their combined effect caused confusion.

In this release, the item movement behavior has been standardized across Enterprise Vault. That is:

The location of a moved item is always updated.
See Limiting the impact when updating moved item locations.
The category of a moved item is updated. This is subject to site archive settings and classification policy settings.
The category of other, existing items in the folder is never changed.
The category of a moved item is updated, even if the original category was selected by a user, set by a custom filter, or set by PST migration. Again, this is subject to site archive settings and classification policy settings.

Site Properties dialog box > Archive Settings tab

The Update the category for moved items setting on this tab relates to archived items that are moved from one folder to another. The following options now let you control when Enterprise Vault updates the retention category of such items:

Always
If item expiry is the same or later, or the record type changes

If you are using the Enterprise Vault classification feature, you can use new options on the Settings tab of the Classification Policy Properties dialog box to prevent changes to a retention category that was set using classification.

Retention Category Properties dialog box > General tab

The following options are available on this tab:

Prevent automatic deletion of expired items with this category
Prevent user deletion of items with this category

Consider the following situation:

An item in a mailbox folder has a retention category with a hold set on automatic deletion of expired items.
The user moves the item shortcut to a folder that has a different category assigned. The folder category does not have any holds set.

In previous releases, Enterprise Vault did not update the category in this situation. This behavior has now changed. Enterprise Vault updates the item category, subject to site and classification policy settings for moved items. In this example, updating the category means that the hold on automatic deletion on expiry is removed. Similarly, item movement may cause a change of retention category from one that specifies a hold on user deletion to one that does not. This can lead to the removal of the hold on user deletion.

For an overview of retention in Enterprise Vault 12.1, see the following article on the Veritas Support website:

http://www.veritas.com/docs/000115701