Enterprise Vault™ Upgrade Instructions
- About this guide
- Before you begin
- Points to note when upgrading
- Installing Outlook on the Enterprise Vault server
- Improved consistency when applying a retention period to items
- Additional points to note when upgrading from Enterprise Vault 11.0 or 11.0.1
- Steps to upgrade your system
- Enterprise Vault server preparation
- Backing up the system
- Single server: upgrading the Enterprise Vault server software
- Multiple servers: upgrading the Enterprise Vault server software
- Veritas Cluster Server: upgrading the Enterprise Vault server software
- Windows Server Failover Clustering: upgrading the Enterprise Vault server software
- Upgrading standalone Administration Consoles
- Upgrading Enterprise Vault Reporting
- Upgrading MOM and SCOM
- Upgrading Exchange Server forms
- Upgrading Domino mailbox archiving
- Upgrading the FSA Agent
- Upgrading Enterprise Vault Office Mail App
- Upgrading OWA Extensions
- Upgrading SharePoint Server components
- Upgrading SMTP archiving
- Checking the SMTP journaling type configuration
- Upgrading your Enterprise Vault sites to use Enterprise Vault Search
- Setting up provisioning groups for Enterprise Vault Search
- Configuring user browsers for Enterprise Vault Search
- Setting up Enterprise Vault Search Mobile edition
- Carrying out preinstallation tasks for Enterprise Vault Search Mobile edition
- Upgrading Enterprise Vault API applications
Improved consistency when applying a retention period to items
Changes to the Vault Administration Console provide improved consistency and clarity in the way that Enterprise Vault applies a retention period to items. Some of these changes include changes to default behavior.
Table: Changes to Administration Console elements
Administration Console element
Exchange Mailbox Policy dialog box > Existing Items tab
(In Enterprise Vault 11.0, this tab was called Moved Items)
This tab has been removed. The settings on the tab related to how retention was assigned to items whose shortcuts were moved from one mailbox folder to another. The settings also applied to existing shortcut items in the mailbox folder. On the Archive Settings tab of the Site Properties dialog box, the Update the category for existing items setting also controlled how retention was assigned to such items. The various setting names and their combined effect caused confusion.
In this release, the item movement behavior has been standardized across Enterprise Vault. That is:
Site Properties dialog box > Archive Settings tab
The Allow user actions to update categories setting on this tab determines whether, when users perform actions that could potentially update the retention categories of their archived items, Enterprise Vault allows the updates to take place. For example, users may move archived items between folders to which you have applied different retention categories, or change the retention categories of items in Enterprise Vault Search, if permitted. Both actions can cause the retention categories of the items to change. The following options now let you control when Enterprise Vault updates the retention category of such items:
Classification Policy Properties dialog box > Settings tab
This tab now provides an option,, with which you can block unwanted changes to the retention categories that the Enterprise Vault classification feature has assigned to archived items. For example, users can potentially update the retention categories by moving the items from one folder to another.
You can choose to block retention category updates in all instances or, if you use the Enterprise Vault records management feature, you can allow them in instances where this also causes the record types of the items to change.
Retention Category Properties dialog box > Details tab
(In Enterprise Vault 12.1 and earlier, this tab was called General)
The following options are available on this tab:
Consider the following situation:
In previous releases, Enterprise Vault did not update the category in this situation. This behavior has now changed. Enterprise Vault updates the item category, subject to site and classification policy settings for allowing user actions to update categories on items. In this example, updating the category means that the hold on automatic deletion on expiry is removed. Similarly, a user action may cause a change of retention category from one that specifies a hold on user deletion to one that does not. This can lead to the removal of the hold on user deletion.
Search Policy Properties dialog box > Features tab
This tab now contains an option, Allow Retention Category to be changed, with which you can allow Enterprise Vault Search users to change the retention categories of the items in their archives. By default, this option is turned off.
This setting is subject to the site and classification policy settings that are described above.
For an overview of retention in Enterprise Vault 12.3, see the technical note Managing Retention.