Search <book_title>...

Enterprise Vault™ Installing and Configuring

Last Published: 2018-04-09

Product(s): Enterprise Vault (12.3)

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.
Change the retention categories of the items in their archives. Note that some Enterprise Vault features, such as the retention folders and classification features, can override the changes that users make to the retention categories of items. For more information on retention, see the Administrator's Guide.
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.
In addition, choosing to allow users to copy and move archived items out of an archive provides certain privileged users with an additional facility: users who have full access rights to other users' Exchange mailboxes can also restore items from Enterprise Vault journal archives to the Restored Items folders in these mailboxes.
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 selected.
When using the advanced search facilities in Enterprise Vault Search, choose from extra options on the Select search property drop-down 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

In the left pane of the Administration Console, expand your Enterprise Vault site.
Expand the Policies container.
Click the Search container.
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

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

More Information

Allowing privileged Enterprise Vault Search users to restore items to other users' mailboxes