Veritas Enterprise Vault™ Upgrade Instructions

Last Published:
Product(s): Enterprise Vault (12.1)
  1. About this guide
    1.  
      Introducing this guide
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Before you begin
    1.  
      Server upgrade paths
    2.  
      Documentation
  3. Points to note when upgrading from Enterprise Vault 11.0
    1.  
      About this chapter
    2.  
      Vault service account requires a new SQL permission
    3.  
      Enterprise Vault 12.1 requires uniform SQL collation
    4.  
      Order of upgrade in an environment with Compliance Accelerator or Discovery Accelerator
    5.  
      Enabling fast browsing for Enterprise Vault Search
    6.  
      eDiscovery Platform compatibility with Enterprise Vault
    7.  
      Support for Outlook 2013 SP1 on the Enterprise Vault server
    8.  
      Automatic migration of content conversion settings
    9. Improved consistency when applying a retention period to moved items
      1.  
        Limiting the impact when updating moved item locations
  4. Points to note when upgrading from Enterprise Vault 12
    1.  
      About this chapter
    2.  
      Order of upgrade in an environment with Compliance Accelerator or Discovery Accelerator
    3.  
      eDiscovery Platform compatibility with Enterprise Vault
    4.  
      Support for Outlook 2013 SP1 on the Enterprise Vault server
    5. Improved consistency when applying a retention period to moved items
      1.  
        Limiting the impact when updating moved item locations
  5. Steps to upgrade your system
    1.  
      Overview of the upgrade process
  6. Enterprise Vault server preparation
    1.  
      About Enterprise Vault server preparation
    2. Backing up the system
      1.  
        Backing up Enterprise Vault data
      2.  
        Backing up changed language files
    3.  
      Updating required Windows features
    4.  
      Running Enterprise Vault Deployment Scanner
    5.  
      Setting database permissions
    6.  
      Allowing the MSMQ queues to empty
    7.  
      Checking the archiving and expiry schedules
  7. Single server: upgrading the Enterprise Vault server software
    1.  
      About upgrading a single Enterprise Vault server
    2.  
      Installing on a single server
    3.  
      Upgrading the Enterprise Vault databases
    4.  
      Backing up the upgraded Enterprise Vault databases
    5.  
      Starting all the Enterprise Vault services
  8. Multiple servers: upgrading the Enterprise Vault server software
    1.  
      About upgrading multiple Enterprise Vault servers
    2.  
      Installing on multiple servers
    3.  
      Upgrading the Enterprise Vault databases
    4.  
      Backing up the upgraded Enterprise Vault databases
    5.  
      Starting all the Enterprise Vault services
  9. Veritas Cluster Server: upgrading the Enterprise Vault server software
    1.  
      About upgrading a Veritas cluster
    2.  
      Installing the Enterprise Vault server software
    3.  
      Upgrading the Enterprise Vault databases
    4.  
      Backing up the upgraded Enterprise Vault databases
    5.  
      Starting all the Enterprise Vault services
  10. Windows Server Failover Clustering: upgrading the Enterprise Vault server software
    1.  
      About upgrading a Windows Server Failover Cluster
    2.  
      Installing the Enterprise Vault server software
    3.  
      Upgrading the Enterprise Vault databases
    4.  
      Backing up the upgraded Enterprise Vault databases
    5.  
      Starting all the Enterprise Vault services
  11. Upgrading standalone Administration Consoles
    1.  
      About upgrading standalone Administration Consoles
    2.  
      Upgrading a standalone Administration Console (wizard)
    3.  
      Installing Enterprise Vault (command line)
    4.  
      Creating an activation configuration file (Windows 7 only)
  12. Upgrading Enterprise Vault Reporting
    1.  
      Upgrading Enterprise Vault Reporting
    2.  
      Installing the Enterprise Vault Reporting component
    3.  
      Running the Enterprise Vault Reporting Configuration utility
  13. Upgrading MOM and SCOM
    1.  
      Upgrading MOM
    2. Upgrading the Enterprise Vault SCOM management pack
      1.  
        About the supplied management packs
      2.  
        About the upgrade procedure
  14. Upgrading Exchange Server forms
    1.  
      About upgrading Exchange Server forms
  15. Upgrading Domino mailbox archiving
    1.  
      About upgrading Domino mailbox archiving
    2.  
      Domino client version required to run EVInstall.nsf
    3.  
      Preparing for the upgrade of Domino mailbox archiving
    4.  
      Upgrading Domino mailbox archiving
    5.  
      Granting the Domino archiving user access to mail files
    6.  
      Identifying internal mail recipients
    7.  
      Run the Domino provisioning task
  16. Upgrading the FSA Agent
    1.  
      Compatible versions of the FSA Agent and Enterprise Vault server
    2.  
      About upgrading the FSA Agent
    3.  
      Upgrading FSA Agent services that are clustered for high availability
    4.  
      Upgrading the FSA Agent on a target Windows file server from the Administration Console
    5.  
      Upgrading the FSA Agent on an FSA Reporting proxy server from the Administration Console
    6.  
      Upgrading the FSA Agent manually
  17. Upgrading Enterprise Vault Office Mail App
    1.  
      About upgrading Enterprise Vault Office Mail App
  18. Upgrading OWA Extensions
    1.  
      About upgrading OWA Extensions
    2.  
      Upgrading Enterprise Vault OWA 2010 Extensions
  19. Upgrading SharePoint Server components
    1.  
      About upgrading the SharePoint components
    2.  
      Upgrading the Enterprise Vault SharePoint components
  20. Upgrading SMTP archiving
    1.  
      Checking the permissions of the SMTP Archiving task account
    2.  
      About upgrading legacy SMTP archiving components
  21. Upgrading your Enterprise Vault sites to use Enterprise Vault Search
    1.  
      About Enterprise Vault Search
    2.  
      Server requirements for Enterprise Vault Search
    3.  
      Defining search policies for Enterprise Vault Search
    4. Setting up provisioning groups for Enterprise Vault Search
      1.  
        Changing the order in which Enterprise Vault processes the search provisioning groups
    5.  
      Creating and configuring Client Access Provisioning tasks for Enterprise Vault Search
    6.  
      Configuring user browsers for Enterprise Vault Search
    7.  
      Configuring Enterprise Vault Search for use in Forefront TMG and similar environments
    8. Setting up Enterprise Vault Search Mobile edition
      1. Carrying out preinstallation tasks for Enterprise Vault Search Mobile edition
        1. Requirements for installing Enterprise Vault Search Mobile edition on a proxy server
          1.  
            Disabling unsafe cryptographic protocols and cipher suites
      2.  
        Installing Enterprise Vault Search Mobile edition
      3.  
        Configuring the maximum number of permitted login attempts to Enterprise Vault Search Mobile edition
      4.  
        Verifying the installation of Enterprise Vault Search Mobile edition
  22. Upgrading Enterprise Vault API applications
    1.  
      Upgrading any applications that use the Enterprise Vault API Runtime

Defining search policies for Enterprise Vault Search

A search policy defines the range of Enterprise Vault Search facilities that you want to make available to users. With a search policy, you can choose to let Enterprise Vault Search users do the following:

  • Show the reading pane. This pane displays a preview of the currently selected item in Enterprise Vault Search. For performance reasons, you may want to hide the reading pane to stop recalls from slow storage media, such as tape or optical disks.

  • Export the items that are listed in Enterprise Vault Search to an .nsf, .pst, or .zip file, depending on the archive type.

    Some export formats are appropriate for use with certain types of items only. For example, it is not possible to export Outlook messages to a .nsf file, or Notes messages to a .pst file. A user who chooses to export both Outlook and Notes messages to a single file can export them to a .zip file only.

  • Copy and move archived items out of an archive, within an archive, and from one archive to another. Choosing to allow these actions also allows users to create, rename, move, and delete folders in their archives.

  • Delete archived items. Note that, even if you define a search policy to grant delete permissions, users can only delete items if you have configured the Enterprise Vault site appropriately. In the Administration Console, open the Site Properties dialog box for the Enterprise Vault site and then, on the Archive Settings tab, ensure that Users can delete items from their archives is checked.

  • When using the advanced search facilities in Enterprise Vault Search, choose from extra options on the Select search property dropdown list. These extra properties make it easier to build search queries for the items that the Enterprise Vault records management and classification features have tagged.

Installing Enterprise Vault creates a default search policy automatically. You can modify the properties of this default policy and define custom search policies. Then you can assign each policy to a different search provisioning group.

To view and modify the properties of the default search policy

  1. In the left pane of the Administration Console, expand your Enterprise Vault site.
  2. Expand the Policies container.
  3. Click the Search container.
  4. In the right pane, right-click Default Search Policy and then click Properties.

    You can change the settings on the Features and Advanced Search tabs, but you cannot change the settings on the other tabs.

To define a new search policy

  1. In the left pane of the Administration Console, expand your Enterprise Vault site.
  2. Expand the Policies container.
  3. Right-click the Search container, and then click New > Policy.

    The New Search Policy wizard appears.

  4. Follow the on-screen instructions. The wizard prompts you to specify the following:

    • The name of the policy and an optional description of it.

    • The Enterprise Vault Search facilities that you want to make available to users.