Veritas Enterprise Vault™ Guide for Microsoft Outlook Users (Full Outlook Add-In)

  • Modified Date: 2017-08-07
  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
    5.  
      Configuring Windows Search
  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.  
      Sharing the items in your vault
  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.  
      How Enterprise Vault sets your folder properties
    4.  
      Setting the Enterprise Vault properties of a mailbox or folder
    5.  
      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

About Enterprise Vault and your Outlook mailbox

Enterprise Vault automatically moves emails and their attachments from the folders in your Outlook mailbox to an online storage area that is called a vault. This process is called archiving. Enterprise Vault runs automatically and usually performs archiving at off-peak times.

After Enterprise Vault archives emails, they remain available to you in Outlook in the following ways:

  • Most administrators set up Enterprise Vault so that there is a shortcut in your mailbox to each archived email. A shortcut replaces the email in the mailbox folder and provides instant access to the archived email. The shortcut has the following special icon in the Outlook item list:

    A shortcut looks like the original email and behaves in a similar way. For example, you can open an email from its shortcut, forward and reply to the email, and copy or move it to another folder. Your administrator can configure Enterprise Vault so that shortcuts expire after a certain time. An expired shortcut disappears from the mailbox, but the archived item is still in your vault.

  • If your administrator has enabled it, Outlook displays your vault as a Virtual Vault in the Navigation Pane.

Your administrator can set up Enterprise Vault so that it archives Outlook items other than emails. If so, you may see archived Outlook calendar items, tasks, contacts, or notes in your Virtual Vault in the appropriate folder view.

Although archiving is automatic, your administrator may have set up Enterprise Vault so that you can choose to do any of the following:

  • Store items in the vault yourself at any time. When you store an item, Enterprise Vault adds it to your vault as an archived item. Enterprise Vault treats the items that you have stored in the same way as any other archived item.

  • Restore archived items; that is, move or copy archived items back into your mailbox in their original format. You do not need to restore archived items to forward them or reply to them, or to perform other actions.

  • Migrate personal storage table (.PST) files to Enterprise Vault. Outlook automatically creates PST files to save email communication data locally. These files often appear in Outlook with a folder name of 'Personal Folders'. Enterprise Vault does not normally archive any information that is held in your PST files on your computer. However, depending on how your administrator has configured PST file migration either the administrator can archive these items for you or you can choose to migrate PST files to Enterprise Vault.

If you have access to more than one Microsoft Exchange account, note that you can only use Enterprise Vault actions on items in the primary mailbox. The primary mailbox is the first Exchange mailbox that was added to your Outlook profile.

Table of Contents

  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
    5.  
      Configuring Windows Search
  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.  
      Sharing the items in your vault
  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.  
      How Enterprise Vault sets your folder properties
    4.  
      Setting the Enterprise Vault properties of a mailbox or folder
    5.  
      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

About Enterprise Vault and your Outlook mailbox

Enterprise Vault automatically moves emails and their attachments from the folders in your Outlook mailbox to an online storage area that is called a vault. This process is called archiving. Enterprise Vault runs automatically and usually performs archiving at off-peak times.

After Enterprise Vault archives emails, they remain available to you in Outlook in the following ways:

  • Most administrators set up Enterprise Vault so that there is a shortcut in your mailbox to each archived email. A shortcut replaces the email in the mailbox folder and provides instant access to the archived email. The shortcut has the following special icon in the Outlook item list:

    A shortcut looks like the original email and behaves in a similar way. For example, you can open an email from its shortcut, forward and reply to the email, and copy or move it to another folder. Your administrator can configure Enterprise Vault so that shortcuts expire after a certain time. An expired shortcut disappears from the mailbox, but the archived item is still in your vault.

  • If your administrator has enabled it, Outlook displays your vault as a Virtual Vault in the Navigation Pane.

Your administrator can set up Enterprise Vault so that it archives Outlook items other than emails. If so, you may see archived Outlook calendar items, tasks, contacts, or notes in your Virtual Vault in the appropriate folder view.

Although archiving is automatic, your administrator may have set up Enterprise Vault so that you can choose to do any of the following:

  • Store items in the vault yourself at any time. When you store an item, Enterprise Vault adds it to your vault as an archived item. Enterprise Vault treats the items that you have stored in the same way as any other archived item.

  • Restore archived items; that is, move or copy archived items back into your mailbox in their original format. You do not need to restore archived items to forward them or reply to them, or to perform other actions.

  • Migrate personal storage table (.PST) files to Enterprise Vault. Outlook automatically creates PST files to save email communication data locally. These files often appear in Outlook with a folder name of 'Personal Folders'. Enterprise Vault does not normally archive any information that is held in your PST files on your computer. However, depending on how your administrator has configured PST file migration either the administrator can archive these items for you or you can choose to migrate PST files to Enterprise Vault.

If you have access to more than one Microsoft Exchange account, note that you can only use Enterprise Vault actions on items in the primary mailbox. The primary mailbox is the first Exchange mailbox that was added to your Outlook profile.

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