Enterprise Vault™ Setting up Domino Server Archiving

Last Published:
Product(s): Enterprise Vault (14.5, 14.4)
  1. About this guide
    1.  
      Introducing this guide
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Setting up Domino mailbox archiving
    1.  
      About Domino mailbox archiving
    2. Preparation for Domino mailbox archiving
      1.  
        Check Enterprise Vault configuration of Domino server
      2.  
        Configure Enterprise Vault for web connections in preparation for Domino mailbox archiving
      3.  
        Vault store group, vault store, and partition in preparation for Domino mailbox archiving
    3. Configuring Domino targets, tasks and policies in Enterprise Vault
      1.  
        Checking the list of Domino forms
      2. Adding Domino Server archiving targets
        1.  
          Adding a Domino domain
        2.  
          Adding target Domino mail servers
      3. Configuring mailbox policies for Domino mailbox archiving
        1.  
          General tab (Domino mailbox archiving)
        2.  
          Archiving Rules tab (Domino mailbox archiving)
        3.  
          Archiving Actions tab (Domino mailbox archiving)
        4.  
          Shortcut Content tab (Domino mailbox archiving)
        5.  
          Forms tab (Domino mailbox archiving)
        6.  
          Shortcut Deletion tab (Domino mailbox archiving)
        7.  
          Advanced tab (Domino mailbox archiving)
        8.  
          Targets tab (Domino mailbox archiving)
        9. Using customized shortcuts for Domino mailbox archiving
          1.  
            Layout of LotusShortcutText.txt for Domino mailbox archiving
      4.  
        Domino mailbox archiving retention folders
      5. Configuring desktop policies for Domino mailbox archiving
        1.  
          General tab (Domino desktop policy)
        2.  
          Options tab (Domino desktop policy)
        3.  
          Vault Cache tab (Domino desktop policy)
        4.  
          Advanced tab (Domino desktop policy)
        5.  
          Targets tab (Domino desktop policy)
      6.  
        Creating a Domino Provisioning task
      7.  
        Creating a Domino Mailbox task
      8.  
        Reviewing the default settings for the Enterprise Vault site
      9. Adding a Provisioning Group when setting up Domino mailbox archiving
        1.  
          Ordering provisioning groups when setting up Domino mailbox archiving
    4. Installing Enterprise Vault extensions for Notes and DWA clients
      1. About Enterprise Vault clients for Notes and DWA clients
        1.  
          Enterprise Vault extensions for Notes
        2.  
          Enterprise Vault DWA client features
      2.  
        Installing Enterprise Vault client extensions for Notes and DWA clients
      3.  
        Setting up an account to use EVInstall.nsf to set up an Enterprise Vault Domino Gateway
      4.  
        Setting up an account to use EVInstall.nsf to set up a mail server
      5. Granting Execution Control List permissions when setting up Notes and DWA clients
        1.  
          Granting permissions to the account that will run EVInstall.nsf
        2.  
          Granting permissions to the Enterprise Vault Domino Gateway server account
        3.  
          Granting permissions to the archiving user account
        4.  
          Granting permissions to users of Vault Cache
      6.  
        Installing the Notes and DWA client extensions
      7. Changes made by EVInstall.nsf when setting up Domino mailbox archiving
        1.  
          EVInstall.nsf changes on Domino 9.0 and later Enterprise Vault Domino Gateways
        2.  
          EVInstall.nsf changes on Domino 8.5 Enterprise Vault Domino Gateways
        3.  
          EVInstall.nsf changes on Domino 9.0 and later mail servers
        4.  
          EVInstall.nsf changes on Domino 8.5 mail servers
        5.  
          EVInstall.nsf changes on Domino 8 mail servers
      8.  
        Updating mail files with the new design after installing the Notes and DWA extensions
      9.  
        How users access Enterprise Vault Search features after installing the Notes and DWA extensions
    5.  
      Identifying internal Notes mail recipients
    6. How to edit automatic messages after installing Domino mailbox archiving
      1.  
        Editing the Welcome message after installing Domino mailbox archiving
    7.  
      Enabling mailboxes for archiving after installing Domino mailbox archiving
  3. Setting up a Vault Cache for offline users
    1.  
      About Vault Cache for Domino users
    2. Enabling users for Vault Cache with the Domino Desktop policy
      1.  
        Setting permissions on the Enterprise Vault Domino Gateway when using Vault Cache
    3.  
      Disabling Vault Cache using the Domino Desktop policy
    4. Troubleshooting setting up Vault Cache for Domino
      1.  
        Newly-enabled Vault Cache for Domino is not populated
  4. Setting up Domino Journaling archiving
    1.  
      Preparation for Domino Journaling archiving
    2.  
      Adding a Domino domain
    3.  
      Adding a Domino server
    4.  
      Assigning a vault store for Domino Journaling
    5.  
      Creating a Domino Journal archive
    6.  
      Adding permissions to the Domino journal archive
    7.  
      Creating a Domino Journal policy
    8.  
      Creating a Domino Journaling task
    9.  
      Adding a Domino Journaling location
    10.  
      Identifying internal Notes mail recipients
    11. How to configure clients when setting up Domino Journal archiving
      1.  
        Note on using a Notes client when setting up Domino Journal archiving
  5. Configuring filtering
    1.  
      About filtering
    2. Configuring custom filtering
      1. Configuring registry settings for Domino custom filtering
        1.  
          Enabling Domino mailbox custom filtering
        2.  
          Enabling Domino journal custom filtering
        3.  
          Reprocessing items marked MARK_DO_NOT_ARCHIVE
        4.  
          Ignoring the absence of default filter rules
      2. About custom filtering ruleset files
        1.  
          About the default filter rules file for custom filtering
        2.  
          About named ruleset files for individual Domino provisioning groups and journaling locations
      3. About controlling default custom filtering behavior
        1.  
          Summary of default behavior for custom filtering
      4. About the general format of ruleset files for custom filtering
        1.  
          About validating XML ruleset files for custom filtering
      5. About rule actions for custom filtering
        1.  
          Assigning a retention category for custom filtering
        2.  
          Specifying an archive for custom filtering
      6. About message attribute filters for custom filtering
        1.  
          Message author and recipients filters for custom filtering
        2.  
          About distribution lists in attribute values with custom filtering
        3.  
          About creating complex filters using the INCLUDES and ALLOWOTHERS operators
        4.  
          Message direction filters for custom filtering
        5.  
          Message subject filters for custom filtering
        6.  
          Domino named property filters for custom filtering
      7.  
        Example ruleset file for custom filtering
      8.  
        Configuring custom properties and content categories
      9. About the general format of Custom Properties.xml
        1.  
          About validating Custom Properties.xml
      10.  
        Defining additional Domino message properties in custom properties
      11. About content categories
        1.  
          About assigning content categories in rules when configuring custom properties
        2.  
          Overriding default content category settings
      12. Defining how custom properties are presented in third party applications
        1.  
          Displaying custom properties in an example search application
      13.  
        Summary of custom property elements and attributes

Adding a Provisioning Group when setting up Domino mailbox archiving

A provisioning group enables you to apply a Domino mailbox policy and a Domino desktop policy to any of the following:

  • Individual users

  • A group of Domino mailbox users

  • A mail-in database

You can have a single provisioning group, comprising the whole corporate hierarchy, or multiple provisioning groups, if you want to assign different policies to different groups of users.

You can select any of the following target types to associate with a provisioning group:

  • Directory group

  • Mailbox

  • Mail-in database

  • Organizational Unit

  • Corporate Hierarchy

Note:

A mailbox must be added to a provisioning group, and mailboxes in the provisioning group must be configured and enabled by the Domino Provisioning task, before you can archive items from the mailboxes.

Note:

Vault Cache is not available for mail-in databases. Enterprise Vault ignores Vault Cache policy settings in the case of mail-in databases.

If there are a large number of mailboxes, and automatic enabling of mailboxes is not configured for the provisioning group, then there could be a delay in the mailboxes being available to Enterprise Vault for enabling. If you do not want to wait, you can force an update. To force an update, run the following commands in the Domino server console:

LOAD UPDALL NAMES.NSF -T "($Users)"
LOAD UPDALL NAMES.NSF -T "($ServerConfig)"
LOAD UPDALL NAMES.NSF -T "($VIMGroups)"
LOAD UPDALL NAMES.NSF -T "($VIMPeople)"
LOAD UPDALL NAMES.NSF -T "($PeopleGroupsCorpHier)"
LOAD UPDALL NAMES.NSF -T "($Certifiers)"

To add a Provisioning Group

  1. In the left pane of the Administration Console, expand Targets.
  2. Expand the Domino domain that you added.
  3. Right-click Provisioning Group and, on the shortcut menu, click New and then Provisioning Group.

    The New Provisioning Group wizard starts.

  4. Work through the wizard to add a provisioning group.

    You will need the following information:

    • The domain containing the Domino Servers that you want to archive.

    • The Domino desktop policy to apply.

    • The Domino mailbox policy to apply.

    • The default retention category or retention plan to apply, when archiving from the mailboxes. The wizard enables you to create a new retention category or retention plan, if required.

    • The default vault store in which the mailbox archives are to be created by Enterprise Vault. If mailboxes in the provisioning group are automatically-enabled for archiving, the vault store will be used for any future mailboxes added to the provisioning group.

      If you do not explicitly set the vault store for the provisioning group, the default vault store setting is inherited from the Domino Server properties.

    • Whether you want the Domino Provisioning task to enable new mailboxes for archiving automatically.

      A new mailbox is one that is new to Enterprise Vault. When you first start using Enterprise Vault, all the mailboxes are new. With auto-enabling set, all existing mailboxes are enabled when the Domino Provisioning task next runs. All mailboxes created in the future will also be enabled and the associated archives created automatically.

      If auto-enabling is not selected, you use the Enable Mailbox wizard to enable the mailboxes for archiving. You can use the Disable Mailbox wizard to explicitly disable individual mailboxes. This prevents the mailbox being enabled automatically, so the mailbox is never archived unless you choose to enable it.

      See Enabling mailboxes for archiving after installing Domino mailbox archiving.