Enterprise Vault™ Introduction and Planning

Last Published:
Product(s): Enterprise Vault (12.3)
  1. About this guide
    1.  
      Introducing this guide
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Introduction
    1. Overview of Enterprise Vault
      1. How archiving works
        1.  
          Introduction to PST files and NSF files
        2.  
          Benefits of archiving
      2.  
        How to access items in archives
      3.  
        About classification
      4.  
        About records management
      5.  
        About Compliance Accelerator and Discovery Accelerator
      6. About Enterprise Vault add-ons
        1.  
          Introduction to EnCase Ingest Connector
    2. How Enterprise Vault works
      1.  
        About single instance storage
      2. About Enterprise Vault indexing
        1.  
          About index volumes
        2.  
          About managing indexes and index volumes
      3.  
        About Index Server groups
      4.  
        About Enterprise Vault Administration Console
      5.  
        About Enterprise Vault sites, Directory, and Directory database
      6. About Enterprise Vault tasks
        1.  
          Introduction to provisioning and archiving tasks
        2.  
          Introduction to retrieval processes
        3.  
          Introduction to PST migration tasks
      7. About Enterprise Vault services
        1.  
          Introduction to the Directory Service
        2.  
          Introduction to the Storage service
        3.  
          Introduction to the Indexing Service
        4.  
          Introduction to the Shopping Service
        5.  
          Introduction to the Task Controller Service
        6.  
          Introduction to the Admin Service
        7. About the Archive Discovery Search Service
          1.  
            About the Archive Discovery Search Service components
      8. About the Enterprise Vault Outlook Add-In
        1.  
          Introduction to the Outlook Add-In
        2.  
          Introduction to offline users
      9.  
        About IMAP access to Enterprise Vault archives
      10.  
        About the Enterprise Vault Client for Mac OS X
      11.  
        About Microsoft Exchange forms
      12.  
        About OWA Extensions
      13.  
        About the Office Mail App for OWA 2013 and later and Outlook 2013 and later
      14.  
        About Enterprise Vault extensions for Notes
      15. About Enterprise Vault Search
        1.  
          About Enterprise Vault Search Mobile edition
      16.  
        About Enterprise Vault monitoring and reporting
    3.  
      FIPS 140-2 compliance
  3. Enterprise Vault administration
    1.  
      About Enterprise Vault administration
    2.  
      Administration Console configuration of archiving
    3.  
      Administration accounts and roles
    4.  
      How to archive PST file contents
    5.  
      How to archive NSF file contents
    6.  
      How to export archived items
    7.  
      Welcome message and other notifications
    8. About reporting and monitoring in Enterprise Vault
      1.  
        Enterprise Vault Reporting
      2.  
        Report mode
      3.  
        Event and diagnostic logging
      4.  
        System status in the Administration Console
      5.  
        Enterprise Vault Operations Manager
      6.  
        Automatic monitoring of events and performance
      7.  
        Message queue monitoring
      8.  
        Enterprise Vault auditing
    9.  
      How to script management tasks
    10.  
      Checklist of day-to-day management tasks
  4. Exchange Server archiving
    1. About Exchange Server archiving and user mailboxes
      1.  
        Exchange Provisioning tasks
      2.  
        Exchange Mailbox Archiving tasks
      3.  
        Exchange archiving targets
      4.  
        Exchange mailbox policies
      5.  
        Exchange desktop policies
      6.  
        Exchange archiving filters
    2. Exchange Server and journal mailbox archiving
      1.  
        Exchange Server and journal filtering
      2.  
        Compliance Accelerator and Exchange journaling
    3.  
      Types of items to archive with Exchange Server archiving
  5. Exchange Public Folder archiving
    1.  
      Exchange Public Folder tasks, Targets, and Policies
    2.  
      How an Exchange Public Folder task archives
    3.  
      User access to Exchange Public Folder archives
  6. File System Archiving
    1.  
      About File System Archiving
    2.  
      About File archiving policies
    3.  
      About shortcut files with File System Archiving
    4.  
      About setting up File System Archiving
    5.  
      File System Archiving in a clustered environment
    6.  
      The process of File System Archiving
    7.  
      How File System Archiving handles older versions of archived files
    8.  
      How File System Archiving synchronizes permissions
    9.  
      File System Archiving reports
    10.  
      How to restore files with File System Archiving
    11.  
      About FSAUtility
    12.  
      How to back up and scan shortcut files with File System Archiving
    13.  
      Pass-through recall for placeholder shortcuts with File System Archiving
    14.  
      Retention Folders and File System Archiving
    15.  
      FSA Reporting
  7. Archiving Microsoft SharePoint servers
    1.  
      About archiving Microsoft SharePoint servers
    2. How to configure SharePoint archiving
      1.  
        SharePoint archiving tasks
      2.  
        SharePoint archiving targets
      3.  
        SharePoint archiving reports
      4.  
        SharePoint archiving policies
      5.  
        How to access archived SharePoint documents
      6.  
        About Enterprise Vault shortcuts in SharePoint
  8. Domino mailbox archiving
    1.  
      About Domino mailbox archiving and Enterprise Vault
    2.  
      Domino provisioning groups
    3.  
      Domino mailbox archiving tasks
    4.  
      Domino mailbox archiving policies
    5.  
      Domino mailbox archiving retention folders
    6.  
      Domino mailbox archiving desktop policies
  9. Domino Journal archiving
    1.  
      About Domino Journal archiving
    2.  
      Domino Journal archiving policies
    3.  
      Domino journal archiving database considerations
    4.  
      How to set up Domino Journal Archiving
    5.  
      Support for clustered Domino Journal databases
  10. SMTP Archiving
    1.  
      About Enterprise Vault SMTP Archiving
    2.  
      SMTP Archiving components
    3.  
      Security and authentication
    4.  
      Scalability and disaster recovery
  11. Skype for Business Archiving
    1.  
      About Skype for Business Archiving
    2.  
      About Skype for Business Archiving licensing
    3.  
      Skype for Business Archiving overview
    4.  
      Skype for Business Archiving components
  12. Enterprise Vault Accelerators
    1.  
      About the Enterprise Vault Accelerators
    2.  
      Differences between the Enterprise Vault Accelerators
    3. About Compliance Accelerator
      1.  
        Compliance Accelerator components
      2. The Compliance Accelerator client application
        1.  
          Department administration with Compliance Accelerator
        2.  
          Compliance Accelerator searches
        3.  
          Reviewing messages with Compliance Accelerator
        4.  
          Compliance Accelerator reporting
        5.  
          Exporting messages with Compliance Accelerator
      3.  
        Compliance Accelerator configuration data
    4. About Discovery Accelerator
      1.  
        The analytics facility in Discovery Accelerator
      2.  
        Discovery Accelerator components
      3. Discovery Accelerator client application
        1.  
          Case administration with Discovery Accelerator
        2.  
          Discovery Accelerator searches
        3.  
          Reviewing items with Discovery Accelerator
        4.  
          Producing and exporting items with Discovery Accelerator
      4.  
        Discovery Accelerator configuration data
  13. Building in resilience
    1. About Enterprise Vault and VCS
      1.  
        Supported VCS configurations and software
      2.  
        About Enterprise Vault and the VCS GenericService agent
      3.  
        Typical Enterprise Vault configuration in a VCS cluster
    2. About Enterprise Vault and Windows Server Failover Clustering
      1.  
        Supported Windows Server Failover Clustering configurations
      2.  
        Typical Enterprise Vault configuration in a Windows Server failover cluster
    3. About Enterprise Vault building blocks
      1.  
        Building blocks and high availability
  14. Planning component installation
    1.  
      About planning component installation
    2.  
      About valid computer names for Enterprise Vault servers
    3.  
      Prerequisites for Enterprise Vault components when planning installation
    4.  
      Factors to consider when planning deployment of Enterprise Vault components
    5.  
      Enterprise Vault Directory Service installation planning
    6. Where to set up the Enterprise Vault Services and Tasks
      1.  
        How to plan installing Exchange Mailbox Archiving Tasks
      2.  
        How to plan installing Exchange Journaling Tasks
      3.  
        How to plan installing Exchange Public Folder Tasks
      4.  
        How to plan installing Domino Journaling and Mailbox Archiving Tasks
      5.  
        How to plan installing the Move Archive task
      6.  
        How to plan installing the Storage Service
      7.  
        How to plan installing the Indexing Service
      8.  
        How to plan installing the Shopping Service
      9.  
        How to plan installing File System Archiving
      10.  
        How to plan installing SharePoint Archiving
      11.  
        How to plan installing SMTP Archiving
      12.  
        How to plan installing Accelerator Services
    7.  
      Enterprise Vault databases and planning their installation
    8.  
      Vault store groups and vault stores installation planning
    9.  
      Administration Console installation
    10. Installation planning for client components
      1.  
        Installation planning for Outlook Web App (OWA) and RPC over HTTP components
  15. Planning your archiving strategy
    1.  
      About archiving strategies
    2.  
      Where to define default settings for the Enterprise Vault Site
    3.  
      How to allow users flexibility
    4.  
      How to plan the types of items to archive
    5. How to define your archiving policy for user mailboxes
      1.  
        How to plan enabling mailboxes
      2.  
        How to plan controlling the appearance of the desktop
    6.  
      How to plan the archiving policy for journal mailboxes
    7. How to plan the archiving strategy for Exchange public folders
      1.  
        How to plan enabling public folders
    8.  
      How to plan an archiving strategy for FSA
    9.  
      How to plan a strategy for SharePoint archiving
    10. How to plan settings for retention categories
      1.  
        About retention plans
    11.  
      How to plan the automatic deletion of archived items
    12.  
      How to plan PST migration
    13.  
      How to plan NSF migration
    14.  
      How to plan shared archives
    15. How to plan vault stores and partitions
      1.  
        How to plan handling safety copies
      2.  
        How to choose a location for safety copies
    16.  
      How to plan single instance storage
    17. About Enterprise Vault reports
      1.  
        Enterprise Vault Reporting feature

Where to set up the Enterprise Vault Services and Tasks

The core Enterprise Vault Server component includes the following main services:

  • Admin Service

  • Directory Service

  • Indexing Service

  • Shopping Service

  • Storage Service

  • Task Controller Service

Archiving and PST Migration tasks are created as required after Enterprise Vault is installed and configured. As they run under the Task Controller Service, this must be installed on any computer that is to host a task.

After you have installed the Enterprise Vault Server, the configuration wizard enables you to specify which particular services or items to run on that computer. The following sections give details of where to set up individual services.

You need to install the Enterprise Vault Server component on any computer on which you want to run any Enterprise Vault Service or Task. When you install the Enterprise Vault Server component, the Enterprise Vault Administration Console is also automatically installed.

To configure Enterprise Vault SMTP Archiving on one or more Enterprise Vault servers, you must install the Enterprise Vault SMTP Archiving components on each server on which you want the feature to run.

If you want to install on the Exchange Server computer, perhaps as part of a pilot, then you can do so, but this is not recommended for production use.

Table: Where to set up the Enterprise Vault Tasks and Services provides summary information that will help you decide where to set up the Enterprise Vault Tasks and Services.

Table: Where to set up the Enterprise Vault Tasks and Services

Task or Service

Number in Enterprise Vault site

Notes

Client Access Provisioning Task

One per Active Directory or Domino domain.

A single Provisioning Task can process multiple Provisioning Groups.

Domino Journaling Task

As many as required to archive your archiving target Domino journaling location.

You will need to ensure that Enterprise Vault has the correct access to the Domino server, domain and journaling location.

Domino Journaling database must have its Database Management method set to Periodic Rollover, Size Rollover or None.

Domino Mailbox Archiving Task

One per Enterprise Vault server.

You cannot install more than one Domino Mailbox Archiving Task on an Enterprise Vault computer. Each task in a single site can archive multiple Domino mail servers in more than one Domino domain. Multiple Domino Mailbox Archiving Tasks can archive the same Domino mail server.

Domino Provisioning Task

One per Domino domain.

You can install only one Domino Provisioning Task on an Enterprise Vault server. One Provisioning Task will typically process multiple Provisioning Groups.

Exchange Journaling Task

As many as resources permit.

An Exchange Journaling Task can process multiple journal mailboxes.

You can install more than one Exchange Journaling Task on an Enterprise Vault computer.

The Vault Service account must have access in Active Directory to the Exchange domains associated with the Exchange Servers being archived.

Exchange Mailbox Archiving Task

As many as the number of Exchange Servers to be archived; one per Microsoft Exchange Server.

You can install more than one Exchange Mailbox Task on an Enterprise Vault computer. Exchange Mailbox Tasks in a single site can archive multiple Exchange Servers in more than one Exchange domain.

The Vault Service account must have access in Active Directory to the domains associated with the Exchange Servers being archived.

Exchange Provisioning Task

One per Exchange domain.

You can install more than one Exchange Provisioning Task on an Enterprise Vault server. One Provisioning Task will typically process multiple Provisioning Groups.

Exchange Public Folder Task

As many as required to process your public folder hierarchy.

A single Exchange Public Folder Task can process one or more branches of the hierarchy.

The Vault Service account must have access in Active Directory to the domains associated with the Exchange Servers being archived.

File System Archiving Task

As many as required to process the Archive Points defined.

The Task should run on the same computer as the Storage Service that you select when you create a File Server Archiving Target.

The Vault Service account must have access to the file system being archived.

Move Archive Task

One per Enterprise Vault storage server.

Enterprise Vault creates this task automatically when you run the Move Archive wizard.

SharePoint Task

As many as required to archive your SharePoint Archiving Targets.

The SharePoint Task will run on the same computer as the Storage Service that you select when creating the SharePoint Task.

You can install more than one SharePoint Task on an Enterprise Vault computer.

SMTP Archiving task

One per Enterprise Vault SMTP server.

A site can have multiple Enterprise Vault SMTP servers. Each SMTP server has an Enterprise Vault SMTP service and an SMTP Archiving task. A message that contains a configured SMTP target address can be processed by any of the SMTP servers in the site.

The SMTP Archiving task is assigned a local SMTP holding folder. As the task processes .eml message files in the holding folder, the logon account for the task must have full access to the holding folder.

Accelerator Service

One.

Compliance Accelerator and Discovery Accelerator should not be run on same computer.

Admin Service

One per computer with other Enterprise Vault Services.

Mandatory. The Admin Service is installed automatically when you install the Enterprise Vault Server component.

Indexing Service

At least one.

You cannot install more than one Indexing Service on an Enterprise Vault computer but you can have more than one Indexing Service in a site.

There must be sufficient storage space to hold the indexes.

For the Indexing Service to function correctly, you must install it on a computer whose year format is equivalent to the Gregorian year (currently 2018).

Shopping Service

One per Enterprise Vault server.

Requires IIS.

There must be sufficient disk space on the computer to hold the shopping baskets until users delete them.

Storage Service

At least one.

You cannot install more than one Storage Service on an Enterprise Vault computer.

There must be sufficient storage space to hold the vault stores.

SMTP service

One per Enterprise Vault SMTP server

The Enterprise Vault SMTP service is created when you install the Enterprise Vault SMTP Archiving components on the Enterprise Vault server.

There can be several Enterprise Vault SMTP servers in a site. The SMTP server settings that you configure for the first Enterprise Vault SMTP server are shared by any Enterprise Vault SMTP servers that you subsequently add to the site.

More Information

How to plan installing the Move Archive task