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Enterprise Vault™ Upgrade Instructions

Last Published: 2021-12-06

Product(s): Enterprise Vault (14.2)

About this guide
1. Introducing this guide
2. Where to get more information about Enterprise Vault
  1. Enterprise Vault training modules
Before you begin
1. Server upgrade paths
2. Additional requirements for the Enterprise Vault index server
3. Backup strategy for Enterprise Vault indexes
4. Documentation
Points to note when upgrading
1. Order of upgrade in an environment with Compliance Accelerator or Discovery Accelerator
2. Silently installing Enterprise Vault from the command line
3. Installing Outlook on the Enterprise Vault server
  1. Upgrading to Outlook 2013 SP1, 2016, or 2019
4. Securing Enterprise Vault web applications
5. Weak protocols and ciphers are blocked
6. Improved consistency when applying a retention period to items
  1. Limiting the impact when updating moved item locations
7. Automatic migration of NetApp C-Mode connection settings
8. Enterprise Vault auditing configuration
9. Amazon Simple Storage Service (S3) partition
10. Classification using Microsoft File Classification Infrastructure on Windows Server 2016 and 2019
11. Data Classification Services does not support all the types of retention categories available in Enterprise Vault 14.2
12. Managing certificates for Enterprise Vault Cloud Storage Adapter
13. eDiscovery Platform compatibility with Enterprise Vault
Steps to upgrade your system
1. Overview of the upgrade process
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
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. Configuring index data location
6. Starting all the Enterprise Vault services
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. Configuring index data location
6. Starting all the Enterprise Vault services
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. Configuring index data location
6. Starting all the Enterprise Vault services
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. Configuring index data location
6. Starting all the Enterprise Vault services
Upgrading standalone Administration Consoles
1. About upgrading standalone Administration Consoles
2. Upgrading a standalone Administration Console (wizard)
3. Installing Enterprise Vault (command line)
Upgrading Enterprise Vault Reporting
1. Upgrading Enterprise Vault Reporting
2. Installing the Enterprise Vault Reporting component
3. Running the Enterprise Vault Reporting Configuration utility
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
Upgrading Exchange Server forms
1. About upgrading Exchange Server forms
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
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
Upgrading Enterprise Vault Office Mail App
1. About upgrading Enterprise Vault Office Mail App
Upgrading SharePoint Server components
1. About upgrading the SharePoint components
2. Upgrading the Enterprise Vault SharePoint components
Upgrading SMTP archiving
1. Required and optional tasks when upgrading SMTP Archiving
2. Checking the SMTP journaling type configuration
  1. Finding SMTP targets that are assigned to unsupported archive types
3. Checking the permissions of the SMTP Archiving task account
4. Checking the 'Journal report processing' advanced SMTP policy setting
5. Checking the 'Journal Reports settings' advanced SMTP policy setting
6. Checking the 'Selective Journal Archiving' site setting
7. About upgrading legacy SMTP archiving components
8. Migrating existing targets to provisioning groups
9. Reconfiguring targets that are configured for target address rewriting to use multiple archives
10. Granting the Administrators group and system account full access to the SMTP holding folder
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. Allowing privileged Enterprise Vault Search users to restore items to other users' mailboxes
5. Setting up provisioning groups for Enterprise Vault Search
  1. Changing the order in which Enterprise Vault processes the search provisioning groups
6. Creating and configuring Client Access Provisioning tasks for Enterprise Vault Search
7. Configuring user browsers for Enterprise Vault Search
  1. Configuring the Block Untrusted Fonts feature in Windows 10
8. Configuring Enterprise Vault Search for use in Forefront TMG and similar environments
9. Setting up Enterprise Vault Search Mobile edition
Upgrading Enterprise Vault API applications
1. Upgrading any applications that use the Enterprise Vault API Runtime

Upgrading the Enterprise Vault SharePoint components

Upgrade the Enterprise Vault SharePoint components on each of your SharePoint Server computers.

To upgrade the Enterprise Vault SharePoint components

Log on to the SharePoint Server as one of the following:
- The SharePoint Server farm account. This account is sometimes known as the SharePoint database access account.
- An account that has sufficient permissions to the SharePoint_Config database (the configuration database). The account must be a member of the following SQL Server security roles on the SharePoint_Config database: SharePoint_Shell_Access and WSS_Content_Application_Pools.
  The Vault Service account can be used provided it has these permissions.
On your SharePoint Server computer, load the Enterprise Vault media.
If Windows AutoPlay is enabled on the server, Windows shows an AutoPlay dialog box. Click Run Setup.exe.
If AutoPlay is not enabled, use Windows Explorer to open the root folder of the installation media and then double-click the file Setup.exe.
In the list in the left pane of the Veritas Enterprise Vault Install Launcher window, click Enterprise Vault.
Click Server Installation.
In the right pane, click Upgrade existing server to start the installation.
On the Select Components to Install screen, ensure that only Microsoft SharePoint Components is selected.
Click Next.
Work through the remainder of the installation wizard.