Enterprise Vault™ Guide for Outlook Users (Full Functionality)

Last Published:
Product(s): Enterprise Vault (12.3)
  1. Introducing Veritas Enterprise Vault
    1.  
      About Enterprise Vault and your Outlook mailbox
    2.  
      About Vault Cache for Outlook users
    3.  
      About Virtual Vault for Outlook users
    4.  
      About working offline with Enterprise Vault
    5.  
      About selection of items to archive
    6.  
      About retention of archived items
    7.  
      About retention folders
    8.  
      About Enterprise Vault and Outlook conversations
  2. Setting up Enterprise Vault
    1.  
      About setting up Enterprise Vault in Outlook
    2.  
      Setting up your Vault Cache and Virtual Vault
    3.  
      Showing or hiding your Virtual Vault
    4.  
      Turning off your Outlook AutoArchive
    5.  
      Configuring Windows Search
  3. Enterprise Vault options and mailbox icons
    1.  
      Enterprise Vault options on the Outlook ribbon
    2.  
      Enterprise Vault page in Outlook Backstage view
    3.  
      Enterprise Vault Office Mail App (Outlook 2013 and later)
    4.  
      Enterprise Vault Outlook mailbox icons
  4. Working with archived items
    1.  
      Viewing your archived items
    2.  
      Searching for your archived items
    3.  
      Replying to and forwarding your archived items
    4. Deleting your archived items
      1.  
        Deleting items and folders from a Virtual Vault
      2.  
        Canceling deletion of your archived items
    5.  
      Sharing the items in your vault
  5. Storing and restoring items
    1.  
      Storing your items manually
    2.  
      Storing your folders manually
    3.  
      Restoring your archived items
    4.  
      Canceling your archiving and restore operations
  6. Managing Enterprise Vault archiving
    1.  
      Synchronizing your Vault Cache
    2.  
      Viewing and changing your Vault Cache properties
    3.  
      How Enterprise Vault sets your folder properties
    4.  
      Setting the Enterprise Vault properties of a mailbox or folder
    5.  
      Suspending or enabling archiving for your mailbox
  7. PST file migration
    1.  
      About PST file migration
    2.  
      Migrating PST files to Enterprise Vault
    3.  
      Submitting PST files for migration

About retention folders

Your administrator may have set up Enterprise Vault so that your vault contains one or more special folders, called retention folders. You can access these folders using facilities such as Virtual Vault and Enterprise Vault Search. In the sidebar of Enterprise Vault Search, retention folders have the following icon to distinguish them from standard folders:

Retention folder icon

Retention folders have the following features:

  • Depending on how your administrator has set up Enterprise Vault Search, you may be able to copy and move items into and out of your retention folders. You can also add subfolders to your retention folders, if you want.

  • The items in retention folders may have retention categories that those folders have imposed on them. For example, copying or moving an item into a retention folder may cause the item's retention category to change to one that the folder has imposed. Similarly, you may find that you cannot change the retention categories of items in a retention folder, even if you can change the retention categories of items elsewhere in your vault. Again, this behavior is dependent on how your administrator has set up Enterprise Vault.

  • You cannot move, rename, or delete the retention folders that your administrator has set up in your vault. As their name suggests, retention folders are intended to be fixtures of your vault.

    On the other hand, any subfolders that you personally add to your retention folders are not subject to the same restrictions. You can freely move, rename, and delete these personal subfolders.

About the relationship between Outlook mailbox folders and retention folders

If a folder in your Outlook mailbox has the same name and position in the folder list as a retention folder in your vault, Enterprise Vault archives the items from the mailbox folder into the retention folder.

Outlook lets you move and rename folders in your mailbox, but it is not advisable to do this when the folders are linked to retention folders. For example, suppose that your Outlook mailbox contains a folder called Finance and that this is linked to a retention folder with the same name in your vault. If you change the name of the mailbox folder to Money, Enterprise Vault does the following:

  • When new items arrive in the Money mailbox folder, archives them to a retention folder that is also called Money.

  • Renames the Finance retention folder as, for example, Money1 (the new name with a digit at the end). This folder contains all the items that Enterprise Vault previously archived from the Finance folder in your mailbox. We strongly recommend that you move these items to suitable folders elsewhere in your vault, such as the Money retention folder. You can use Virtual Vault or Enterprise Vault Search to do this.

You may find that moving a folder in your mailbox produces similar results in your vault. For example, this may be the case when the mailbox folder is linked to a retention folder in your vault.