Enterprise Vault™ Upgrade Instructions
- About this guide
- Before you begin
- Points to note when upgrading
- Order of upgrade in an environment with Compliance Accelerator or Discovery Accelerator
- Silently installing Enterprise Vault from the command line
- Installing Outlook on the Enterprise Vault server
- Securing Enterprise Vault web applications
- Weak protocols and ciphers are blocked
- Improved consistency when applying a retention period to items
- Automatic migration of NetApp C-Mode connection settings
- Enterprise Vault auditing configuration
- Amazon Simple Storage Service (S3) partition
- Classification using Microsoft File Classification Infrastructure on Windows Server 2016 and 2019
- Data Classification Services does not support all the types of retention categories available in Enterprise Vault 14.2 and later
- Managing certificates for Enterprise Vault Cloud Storage Adapter
- eDiscovery Platform compatibility with Enterprise Vault
- Steps to upgrade your system
- Enterprise Vault server preparation
- 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
- About upgrading Domino mailbox archiving
- Domino client version required to run EVInstall.nsf
- Preparing for the upgrade of Domino mailbox archiving
- Upgrading Domino mailbox archiving
- Granting the Domino archiving user access to mail files
- Identifying internal mail recipients
- Run the Domino provisioning task
- Upgrading the FSA Agent
- Compatible versions of the FSA Agent and Enterprise Vault server
- About upgrading the FSA Agent
- Upgrading FSA Agent services that are clustered for high availability
- Upgrading the FSA Agent on a target Windows file server from the Administration Console
- Upgrading the FSA Agent on an FSA Reporting proxy server from the Administration Console
- Upgrading the FSA Agent manually
- Upgrading Enterprise Vault Office Mail App
- Upgrading SharePoint Server components
- Upgrading SMTP archiving
- Required and optional tasks when upgrading SMTP Archiving
- Checking the SMTP journaling type configuration
- Checking the permissions of the SMTP Archiving task account
- Checking the 'Journal report processing' advanced SMTP policy setting
- Checking the 'Journal Reports settings' advanced SMTP policy setting
- Checking the 'Selective Journal Archiving' site setting
- About upgrading legacy SMTP archiving components
- Migrating existing targets to provisioning groups
- Reconfiguring targets that are configured for target address rewriting to use multiple archives
- Granting the Administrators group and system account full access to the SMTP holding folder
- Upgrading your Enterprise Vault sites to use Enterprise Vault Search
- About Enterprise Vault Search
- Server requirements for Enterprise Vault Search
- Defining search policies for Enterprise Vault Search
- Allowing privileged Enterprise Vault Search users to restore items to other users' mailboxes
- Setting up provisioning groups for Enterprise Vault Search
- Creating and configuring Client Access Provisioning tasks for Enterprise Vault Search
- Configuring user browsers for Enterprise Vault Search
- Configuring Enterprise Vault Search for use in Forefront TMG and similar environments
- Setting up Enterprise Vault Search Mobile edition
- Upgrading Enterprise Vault API applications
Overview of the upgrade process
Overview of the upgrade process
- If your environment includes Compliance Accelerator or Discovery Accelerator, familiarize yourself with the order in which you must upgrade these applications and Enterprise Vault.
See Order of upgrade in an environment with Compliance Accelerator or Discovery Accelerator.
- Prepare the Enterprise Vault servers for the upgrade:
- Install and configure the Enterprise Vault server software as described in the appropriate chapter for your installation.
See About upgrading a single Enterprise Vault server.
See About upgrading multiple Enterprise Vault servers.
- Upgrade any computers that are running just the Enterprise Vault Administration Console.
- Upgrade any computers that are running Enterprise Vault Reporting.
Perform the post-installation tasks as necessary:
Upgrade MOM and SCOM.
See Upgrading MOM.
Upgrade Exchange Server forms.
Upgrade Domino mailbox archiving.
Upgrade the FSA Agent on the Windows servers on which it is installed.
Upgrade the Enterprise Vault Office Mail App.
Upgrade SharePoint Server components.
Upgrade SMTP archiving.
See Checking the permissions of the SMTP Archiving task account.
Upgrade your Enterprise Vault sites to use Enterprise Vault Search.
Upgrade Enterprise Vault API applications.
See Upgrading any applications that use the Enterprise Vault API Runtime.