Enterprise Vault™ Setting up SharePoint Server Archiving

Last Published:
Product(s): Enterprise Vault (14.5)
  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

Adding a SharePoint archiving target

Enterprise Vault associates SharePoint archiving target objects in the Administration Console tree (Targets > SharePoint) with parts of the SharePoint site architecture, as follows:

  • A web application object contains the URL of the SharePoint web application to be archived.

  • Site collection objects are associated with existing top-level sites on the SharePoint server.

  • Site objects are associated with existing subsites on the SharePoint server.

Note that, before you can configure the archiving target objects in Enterprise Vault, the SharePoint web application and site collections must exist in SharePoint and the Enterprise Vault components must be installed and configured on the SharePoint server.

If you add a secure (HTTPS) site, you must ensure that the SSL certificate is valid. If the certificate is not valid, the New SharePoint Target wizard shows the error 'SharePoint target cannot be found'.

To add a web application in SharePoint 2013 or later as an archiving target, you must ensure that the web application has the following authentication settings:

  • Integrated Windows authentication is enabled.

  • Trusted identity providers and forms-based authentication for all zones in the target web application are disabled.

To add a web application in SharePoint 2010 as an archiving target, you must ensure that the web application has the classic mode authentication enabled.

Note:

Authentication settings are required not only for adding the web application as a target but also for archiving its content. Archiving stops if these settings are changed after adding the target.

See Configuring Enterprise Vault access to the SharePoint server.

To add a SharePoint archiving target

  1. In the left pane of the Vault Administration Console, locate the Targets node.
  2. Under Targets, right-click the SharePoint container and select New, SharePoint target.
  3. This starts the New SharePoint Target wizard. Click Next on the first screen.
  4. Enter the URL for the web application.

    You must use host names and not IP addresses in the URL.

    Click Next.

  5. If you want Enterprise Vault to archive automatically all sites on this target, select Auto-enable Site Collections. The wizard guides you through the process of selecting the task, policy, vault store, and retention category or retention plan to be used for all sites on this SharePoint target.

    To add a SharePoint target that was previously added and then deleted, you must select the same vault store that was used previously for that target.

    If auto-enable archiving is on, Enterprise Vault automatically adds site collection objects under the SharePoint target object the first time the archiving task runs, and a new archive is created automatically for each of these site collections. Subsites are also archived using the settings for the target site collection object, but target subsite objects are not displayed in the Administration Console. Content in subsites is stored in the archive for the top-level site collection.

    If you do not want Enterprise Vault to archive some top-level sites, or you want to assign a different policy, retention category, retention plan, or task, clear Auto-enable Site Collections. The final summary screen appears when you do this. You have to create target site collection objects manually for any site collections that you do want archived.

  6. Before the SharePoint target object is created, the wizard displays a summary of the object details. If they are correct, click Finish and then Close to exit the wizard.

More Information

Creating archiving targets for SharePoint site collections