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Veritas Enterprise Vault™ Upgrade Instructions

Last Published: 2017-08-24

Product(s): Enterprise Vault (12.2)

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
1. Order of upgrade in an environment with Compliance Accelerator or Discovery Accelerator
2. eDiscovery Platform compatibility with Enterprise Vault
3. Support for Outlook on the Enterprise Vault server
  1. Outlook features supported on the Enterprise Vault server
4. Improved consistency when applying a retention period to items
  1. Limiting the impact when updating moved item locations
5. Data Classification Services does not support all the types of retention categories available in Enterprise Vault 12.2
6. Additional points to note when upgrading from Enterprise Vault 11.0 or 11.0.1
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. Checking the "Selective Journal Archiving" site setting
3. Implementing Skype for Business and SMTP Archiving
4. 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
  1. Configuring the Block Untrusted Fonts feature in Windows 10
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

Installing Enterprise Vault Search Mobile edition

Whether you want to install the required components for Enterprise Vault Search Mobile edition on the Enterprise Vault server or on a proxy server, follow the steps below.

To install Enterprise Vault Search Mobile edition

On the server where you want to install Enterprise Vault Search Mobile edition, log in as the Vault Service account.
Load the Enterprise Vault installation media.
Do one of the following:
- If an AutoPlay dialog box appears, click Run Setup.exe.
- If AutoPlay is not enabled, use Windows Explorer to open the root folder of the installation media and then double-click the file Setup.exe.
In the left pane of the Veritas Enterprise Vault Install Launcher, click Enterprise Vault.
Click Server Installation.
Choose the required installation option.
To install Enterprise Vault Search Mobile edition on a proxy server, choose Installation on an additional server.
Follow the instructions in the Enterprise Vault installation wizard.
When the wizard prompts you to select the features that you want to install, do one of the following:
- For installation on a proxy server, clear all the options except for Search Access Components.
  When you click Next, the wizard requests the Vault Site alias. This alias is the DNS alias for the Enterprise Vault site.
- For installation on an Enterprise Vault server, choose all the required components.
  If you choose to install the Enterprise Vault services, or you have previously installed them on this server, then you cannot clear the Search Access Components option. The components will be automatically installed.
Follow the on-screen instructions to complete the remaining steps in the installation wizard.
Ensure the security of transmitted data by configuring the Enterprise Vault Search website for HTTPS.
The Enterprise Vault Search website is configured in the Default Web Site in IIS. To use HTTPS, you must first configure the Default Web Site in IIS for HTTPS, and install a valid SSL certificate. See the IIS documentation for instructions.