Enterprise Vault™ Setting up Domino Server Archiving

Last Published:
Product(s): Enterprise Vault (14.2)
  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

Defining how custom properties are presented in third party applications

The presentation section of the file, <PRESENTATION>, defines how available content categories and custom properties are presented to external applications, such as a proprietary archive search engine.

Separating the presentation of properties from the underlying property definitions enables flexible mapping of custom property details onto a user interface. This also facilitates the support of multiple languages.

Entries in the presentation section define the following:

  • Custom properties available for displaying by the named application

  • How properties are to be grouped and displayed in the application

  • Content categories available to the application

  • How each content category should be displayed in the application

Presentation information can be defined for each application that will require access to custom properties in archived items.

Here is an example of a presentation section (partially completed) that shows how to define how custom properties are displayed in a web search application:

<!-- 3. DEFINITION OF PRESENTATION PROPERTIES AVAILABLE -->

<PRESENTATION>
 <APPLICATION NAME="engsearch.asp" LOCALE="1033">
  <FIELDGROUPS>
   <FIELDGROUP LABEL="Case Properties">
    <FIELD TAG="CaseAuthor" LABEL="Author" CATEGORY="Litigation">
    </FIELD>
    <FIELD TAG="CaseStatus" LABEL="Status" CATEGORY="Litigation">
    </FIELD>
   </FIELDGROUP>
   <FIELDGROUP LABEL="Client Properties">
   <FIELD TAG="Client" LABEL="Client Name" CATEGORY="ClientAction">
    </FIELD>
  <FIELD TAG="Topic" LABEL="Message Topic" CATEGORY="ClientAction">
    </FIELD>
   </FIELDGROUP>
  </FIELDGROUPS>

<AVAILABLECATEGORIES>
<AVAILABLECATEGORY CONTENTCATEGORY="Litigation" LABEL="Litigation">
 </AVAILABLECATEGORY>
 <AVAILABLECATEGORY CONTENTCATEGORY="ClientAction" LABEL="Client Action">
 </AVAILABLECATEGORY>
</AVAILABLECATEGORIES>
  </APPLICATION>

  <APPLICATION NAME="jpnsearch.asp" LOCALE="1041">
  <FIELDGROUPS>
  <FIELDGROUP LABEL="...">
 <FIELD TAG="CaseAuthor" LABEL="..." CATEGORY="Litigation"></FIELD>
 <FIELD TAG="CaseStatus" LABEL="..." CATEGORY="Litigation"></FIELD>
  </FIELDGROUP>
  <FIELDGROUP LABEL="...">
   <FIELD TAG="Client" LABEL="..." CATEGORY="ClientAction"></FIELD>
   <FIELD TAG="Topic" LABEL="..." CATEGORY="ClientAction">
   </FIELD>
  </FIELDGROUP>
  </FIELDGROUPS>
  <AVAILABLECATEGORIES>
   <AVAILABLECATEGORY CONTENTCATEGORY="Litigation" LABEL="...">
   </AVAILABLECATEGORY>
   <AVAILABLECATEGORY CONTENTCATEGORY="ClientAction" LABEL="...">
   </AVAILABLECATEGORY>
  </AVAILABLECATEGORIES>
  </APPLICATION>
</PRESENTATION>

The example shows entries for two versions of an application - the US English (locale "1033") version, and a Japanese (locale "1041") version. In this particular case, the same elements and attributes have been specified for both versions, but the LABEL values for the second version (omitted in the example) would be in Japanese.

Note the following:

  • The properties available to each application are grouped using the <APPLICATION> element.

  • The NAME attribute identifies the application.

  • The value of the LOCALE attribute is defined by the calling application. It is assumed here that the application uses the standard Microsoft Locale ID for the language that the application will use: 1033 represents US English. The second application in the example, jpnsearch.asp, also uses the Microsoft Locale ID; 1041 represents Japanese.

In the application search page, custom properties are displayed in groups defined by their content category; that is, when a particular content category is selected, the custom properties with that content category are displayed.

Note the following:

  • The <FIELDGROUPS> element is used to define all the groups of custom properties to be displayed.

  • Each group is defined in a <FIELDGROUP> element. The LABEL attribute gives the title that will be displayed in the application for the group of properties. The value of the LABEL attribute must be unique in the application.

  • <FIELD> elements define each property to be displayed in the group.

    The value of the TAG attribute identifies the property to be displayed. The value specified here must match the associated TAG value of the property in the <CUSTOMPROPERTIES> section of the file.

    The value of the CATEGORY attribute identifies the content category with which this property is to be associated. When the user selects this content category in the search criteria, a box for this property could be displayed. The value specified for CATEGORY must match the associated NAME for the content category in the content category section of the file. Also, CATEGORY must be one defined in the <AVAILABLECATEGORIES> element.

    TAG must be unique in the <FIELDGROUP> and the TAG/CATEGORY combination must be unique within the <APPLICATION> element.

    LABEL defines the name that you want displayed in the user interface for the custom property.

  • <AVAILABLECATEGORIES> groups the content categories that are to be available for selection in the application. Each content category is defined using the <AVAILABLECATEGORY> element; the value of the CONTENTCATEGORY attribute must match the name of the content category specified in the content category section of the file. The LABEL attribute defines the name you want displayed for the content category in the user interface.