Enterprise Vault™ Guide for Outlook Users (Light Functionality)

Last Published:
Product(s): Enterprise Vault (14.5)
  1. Introducing Veritas Enterprise Vault
    1.  
      About Enterprise Vault and your Outlook mailbox
    2.  
      About Vault Cache for Outlook users
    3.  
      About Virtual Vault for Outlook users
    4.  
      About working offline with Enterprise Vault
    5.  
      About selection of items to archive
    6.  
      About retention of archived items
    7.  
      About retention folders
    8.  
      About Enterprise Vault and Outlook conversations
  2. Setting up Enterprise Vault
    1.  
      About setting up Enterprise Vault in Outlook
    2.  
      Setting up your Vault Cache and Virtual Vault
    3.  
      Showing or hiding your Virtual Vault
    4.  
      Turning off your Outlook AutoArchive
  3. Enterprise Vault options and mailbox icons
    1.  
      Enterprise Vault options on the Outlook ribbon
    2.  
      Enterprise Vault page in Outlook Backstage view
    3.  
      Enterprise Vault Office Mail App (Outlook 2013 and later)
    4.  
      Enterprise Vault Outlook mailbox icons
  4. Working with archived items
    1.  
      Viewing your archived items
    2.  
      Searching for your archived items
    3.  
      Replying to and forwarding your archived items
    4. Deleting your archived items
      1.  
        Deleting items and folders from a Virtual Vault
      2.  
        Canceling deletion of your archived items
  5. Storing and restoring items
    1.  
      Storing your items manually
    2.  
      Storing your folders manually
    3.  
      Restoring your archived items
    4.  
      Canceling your archiving and restore operations
  6. Managing Enterprise Vault archiving
    1.  
      Synchronizing your Vault Cache
    2.  
      Viewing and changing your Vault Cache properties
    3.  
      Suspending or enabling archiving for your mailbox
  7. PST file migration
    1.  
      About PST file migration
    2.  
      Migrating PST files to Enterprise Vault
    3.  
      Submitting PST files for migration

Storing your items manually

Enterprise Vault performs automatic archiving in the background, and does not require any action from you. However, there may be occasions when you want to store an item in your vault manually. You can store items manually if your administrator has set up Enterprise Vault to permit it.

There are several methods that you can use to store items manually, including the following:

  • By clicking Store on the Enterprise Vault tab on the Microsoft Outlook ribbon.

  • In Outlook 2013 and later, by clicking Store in the Enterprise Vault Office Mail App, if it is available.

  • By moving or copying items to your Virtual Vault.

    This method has some limitations: you cannot cancel archiving of any items that you store in this way, and you cannot store items from an Exchange managed folder, if your administrator has enabled archiving of such folders.

To store items using an Enterprise Vault option on the Outlook ribbon

  1. In your mailbox, select one or more items to store.
  2. On the Enterprise Vault tab, in the Actions group, click the upper part of the Store button. Or on the More Actions menu, click Store selected items in Vault.
  3. Click OK to confirm that you want to store the items.

To store an item using the Enterprise Vault Office Mail App (Outlook 2013 and later)

  1. Select or open the unarchived item that you want to store.
  2. In the Enterprise Vault Office Mail App, click Store.

    If Enterprise Vault does not prompt you to choose a retention category, you have completed the necessary steps. While storing is in progress, you can click Cancel to stop Enterprise Vault completing the action.

  3. If Enterprise Vault prompts you to choose a retention category, open the Select retention category menu and select one. Enterprise Vault then displays the retention period and the retention category description.
  4. Click OK.

To store items using Virtual Vault

  1. Select one or more items to store.
  2. Use any of the normal Outlook actions to move or copy the items into your Virtual Vault.

    For example, you can store the items in the following ways:

    • To move the items, drag them into the Virtual Vault folder where you want to store them. Or right-click them, and then click Move and select a Virtual Vault folder.

    • To copy the items, hold down Ctrl and drag them into the Virtual Vault folder where you want to store them.