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
How to plan a strategy for SharePoint archiving
As with file system archiving, why you are implementing SharePoint archiving will determine the archiving policies that you implement. This may be to meet compliance regulations or to control disk space usage on the server, or both. If compliance is a requirement, then this will obviously take priority.
When you have decided which SharePoint servers are to be archived, you also need to work out which site collections to include as archiving targets and the archiving policy that you want applied to each one.
Auto-enabling site collections means that new sites created under the target top level site are automatically enabled for archiving and the policy for the site collection applied. This reduces the need for manual administration intervention but requires that your sites are well defined and organized. If, for example, on a SharePoint Server you create a site collection but decide that some of the subsites are not to be archived, you should not set auto-enable on and must manually create site collection objects for each new subsite created.
To enable users to search for archived items from SharePoint site pages, you will need to install the Archive Search web part on each SharePoint server being archived. You can then place the Archive Search web part on site pages, as required. The Archive Search web part behaves in a very similar way to the SharePoint Portal Server search, which users may already be familiar with.
If versioning is enabled, the version history link also needs to be added to allow users to see earlier versions of a document that have been archived.
If you are archiving drafts, and some users have access to approved documents but not drafts, then you need to consider carefully the SharePoint draft options that you select in the SharePoint archiving policy.