Enterprise Vault™ Introduction and Planning
- About this guide
- Overview of Enterprise Vault
- How Enterprise Vault works
- About Enterprise Vault indexing
- About Enterprise Vault tasks
- About Enterprise Vault services
- About the Archive Discovery Search Service
- About the Enterprise Vault Outlook Add-In
- About Enterprise Vault Search
- Enterprise Vault administration
- About reporting and monitoring in Enterprise Vault
- Exchange Server archiving
- About Exchange Server archiving and user mailboxes
- Exchange Server and journal mailbox archiving
- Exchange Public Folder archiving
- File System Archiving
- Archiving Microsoft SharePoint servers
- Domino mailbox archiving
- Domino Journal archiving
- SMTP Archiving
- Skype for Business Archiving
- Enterprise Vault Accelerators
- About Compliance Accelerator
- The Compliance Accelerator client application
- About Discovery Accelerator
- Discovery Accelerator client application
- Building in resilience
- About Enterprise Vault and VCS
- About Enterprise Vault and Windows Server Failover Clustering
- About Enterprise Vault building blocks
- Planning component installation
- Where to set up the Enterprise Vault Services and Tasks
- Installation planning for client components
- Planning your archiving strategy
- How to define your archiving policy for user mailboxes
- How to plan the archiving strategy for Exchange public folders
- How to plan settings for retention categories
- How to plan vault stores and partitions
- About Enterprise Vault reports
Introduction to provisioning and archiving tasks
Exchange Provisioning task. This task processes Exchange provisioning groups to configure the user mailboxes for archiving. Every target Exchange user mailbox must be in a provisioning group.
Exchange Mailbox Archiving task. This task archives items from user mailboxes. It updates mailbox configuration information with archiving policy changes, and synchronizes permissions on the mailbox with those on the associated archive. It also updates the location and the retention category of archived items whose shortcuts have been moved or copied to a different folder.
Exchange Public Folder task. This task archives items from public folders.
Exchange Journaling task. This task archives items from Exchange Server journal mailboxes.
Domino Provisioning task. This task configures Domino mail files for archiving, updates mail file configuration information with archiving policy changes, and synchronizes permissions on the mail file with those on the associated archive. Every target Domino user mail file must be in a provisioning group.
Domino Mailbox Archiving task. This task archives items from Domino mail files.
Domino Journaling task. This task archives messages from Domino journal databases.
SharePoint task. This task archives documents from document libraries on SharePoint servers.
SMTP Archiving task. The Enterprise Vault SMTP service places the SMTP messages in the SMTP holding folder. The SMTP Archiving task then examines SMTP message files in the holding folder, and archives message files that contain target SMTP addresses.
SMTP Provisioning task. This task assigns SMTP policies and archives to the target users in the provisioning groups.
Move Archive task. This task manages Move Archive operations initiated in the Move Archive wizard.
When an archiving task is configured, it is assigned a set of targets. Each target has an archiving policy assigned to it. The targets define the location of the items to be archived and the policy defines how and when the items are to be archived. A single task can archive several targets on different servers.
You can schedule most tasks. At the times that you schedule, the archiving task scans the configured target for items that are ready for archiving, that is, those items that satisfy the archiving policy. This is automatic or background archiving. With Exchange mailbox and public folder archiving and Domino mail file archiving, users can also store specific items in the archive using the Store in archive option in their mail client. This is manual archiving.
For each type of archiving, the archiving task collects the items that are to be archived and passes them on to the Storage Service. When the Storage Service has safely stored an item, the archiving task can delete the original, and create a shortcut to the archived item. You can configure whether the task deletes the original and also whether it creates a shortcut. Some archiving tasks, such as the journaling and SMTP Archiving tasks, do not create shortcuts.
When Enterprise Vault archives an item, the Enterprise Vault Directory database is accessed to find out where the required archive is. In addition, information is written to the Vault Store database.
The automatic deletion of shortcuts could be as follows:
When an archived item is deleted automatically at the end of the retention period. This deletion is optional.
When an archived item is deleted explicitly by users who have delete access to them.
When the archive itself is deleted.
For some types of archiving, you can configure automatic shortcut deletion separately from item deletion. For example, you could set all shortcuts to be deleted after a year. The archived items would remain in the archives, still available if required.