Enterprise Vault™ Setting up SharePoint Server Archiving

Last Published:
Product(s): Enterprise Vault (15.1)
  1. About this guide
    1.  
      Introducing this guide
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Configuring SharePoint archiving
    1.  
      About SharePoint archiving with Enterprise Vault
    2.  
      Overview of configuring Enterprise Vault for SharePoint
    3.  
      Configuring Enterprise Vault access to the SharePoint server
    4.  
      Installing Enterprise Vault components on the SharePoint server
    5.  
      Running the Enterprise Vault for SharePoint configuration wizard
    6. Creating objects in the Administration Console for SharePoint archiving
      1.  
        Creating a SharePoint archiving task
      2.  
        SharePoint archiving task properties
      3. Creating an archiving policy for Enterprise Vault for SharePoint
        1.  
          Viewing or modifying a SharePoint archiving policy
      4.  
        About the vault stores for SharePoint archives
      5. Adding a SharePoint archiving target
        1.  
          Changing the default archiving settings for a SharePoint target
        2.  
          Stopping the archiving of sites on a target
      6.  
        Creating archiving targets for SharePoint site collections
      7.  
        Creating archiving target subsites to override archiving settings
  3. Running SharePoint archiving
    1.  
      Starting a SharePoint archiving run
    2.  
      Scheduling SharePoint archiving runs
  4. Adding SharePoint archiving Web Parts
    1.  
      About the SharePoint archiving Web Parts
    2.  
      Adding the Archive Search Web Part to a SharePoint page
  5. User access to archived SharePoint documents
    1. About user access to archived SharePoint items
      1.  
        Accessing archived versions on the SharePoint version history page
      2. Using the Archive Search Web Part to search for archived items
        1.  
          SharePoint Archive Search Web Part advanced search
        2.  
          Customizing the Archive Search Web Part search form
        3.  
          Restoring a document using the Archive Search Web Part
    2.  
      Modifying the browser security settings for SharePoint users
  6. Appendix A. Installing Enterprise Vault and SharePoint on a single server
    1.  
      Installing Enterprise Vault and SharePoint on the same server

About SharePoint archiving with Enterprise Vault

You can use Enterprise Vault to archive content from servers running any of the following:

  • Microsoft SharePoint Server 2016

  • Microsoft SharePoint Server 2019

  • Microsoft SharePoint Subscription Edition

At scheduled times, Enterprise Vault automatically copies content from the SharePoint server and stores it in Enterprise Vault SharePoint archives. Archived content can be left on the SharePoint server or deleted, as required. Shortcuts can also be created on the SharePoint server for certain content. You use the SharePoint policy to configure deleting the original content and creating shortcuts.

Enterprise Vault archives and creates shortcuts for the following SharePoint content types:

  • Announcements

  • Asset Library

  • Blogs

  • Contacts

  • Custom Lists

  • Discussion Boards

  • Document Library

  • Form Library

  • Issue Tracking

  • Links

  • Picture Library

  • Slide Library

  • Tasks

  • Wikis

The archiving of items and creation of shortcuts in their place usually results in space saving. However, in SharePoint, the shredded storage means that this space saving may be reduced.

If versioning is enabled for a document library, you can configure the number of versions of a document that need to remain on the SharePoint server after archiving. The archived version history link enables users to view the archived versions of the item and lets them restore items where applicable.

Enterprise Vault does not create shortcuts when you archive the following:

  • A document library that has document publishing enabled; that is, if the document library is configured for minor versions.

  • A document library or a list that has content approval enabled.

  • SharePoint Records Center sites.

  • An item that is marked as a record.

  • SharePoint publishing sites or wikis.

  • A list that has versioning enabled.

  • A list that has moderation enabled.

  • A list item with a workflow that starts when an item is changed.

  • Read-only closed site collections.

You can restore archived document library items to SharePoint but you cannot restore archived social content and read-only closed site collections.

A single Enterprise Vault SharePoint archiving task can archive content from multiple SharePoint servers. You can use the SharePoint archiving task to archive content from SharePoint servers that are configured to accept client certificate authentication.

Figure: An example SharePoint archiving configuration shows an Enterprise Vault server archiving content from a SharePoint server.

Figure: An example SharePoint archiving configuration

An example SharePoint archiving configurationArchiving configurationexample

On the Enterprise Vault server, you configure the target SharePoint sites, archiving tasks and archiving policies using the Enterprise Vault Administration Console.

You can use the EVSPShortcutManager utility to replace all HTML shortcuts in a SharePoint Server, site collection, or library, with new shortcuts that let you restore the archived items. For more information, see the Utilities guide.