Enterprise Vault™ Introduction and Planning
- About this guide
- Overview of Enterprise Vault
- How Enterprise Vault works
- About Enterprise Vault indexing
- About Enterprise Vault tasks
- About Enterprise Vault services
- About the Archive Discovery Search Service
- About the Enterprise Vault Outlook Add-In
- About Enterprise Vault Search
- Enterprise Vault administration
- About reporting and monitoring in Enterprise Vault
- Exchange Server archiving
- About Exchange Server archiving and user mailboxes
- Exchange Server and journal mailbox archiving
- Exchange Public Folder archiving
- File System Archiving
- Archiving Microsoft SharePoint servers
- Domino mailbox archiving
- Domino Journal archiving
- SMTP Archiving
- Skype for Business Archiving
- Enterprise Vault Accelerators
- About Compliance Accelerator
- The Compliance Accelerator client application
- About Discovery Accelerator
- Discovery Accelerator client application
- Building in resilience
- About Enterprise Vault and VCS
- About Enterprise Vault and Windows Server Failover Clustering
- About Enterprise Vault building blocks
- Planning component installation
- Where to set up the Enterprise Vault Services and Tasks
- Installation planning for client components
- Planning your archiving strategy
- How to define your archiving policy for user mailboxes
- How to plan the archiving strategy for Exchange public folders
- How to plan settings for retention categories
- How to plan vault stores and partitions
- About Enterprise Vault reports
About records management
The records management feature in Enterprise Vault lets you mark selected items as records, conduct searches for these records, and export them for transfer elsewhere. By doing this you can fulfil the requirements of Capstone, which is the approach to managing emails that the U.S. National Archives and Records Administration has advocated. However, the feature is sufficiently flexible to meet the needs of other records management systems.
By default, Enterprise Vault does not mark the items that it archives as records. Changing this behavior, however, is simply a matter of configuring the retention categories that Enterprise Vault assigns to the archived items. You can configure each retention category so that, at the same time that Enterprise Vault assigns the retention category to an item, it also marks the item as a record of some type. (For Capstone, this is either "permanent" or "temporary".) With a range of different retention categories to assign to items, you can mark each one as the appropriate type of record or non-record.
Enterprise Vault provides you with various ways to assign the required retention category to an item and thereby mark it as a record. For example, you can do the following:
Create one or more retention plans, each of which is associated with a different retention category. Then you can set up multiple provisioning groups to apply the required retention plans to selected user mailboxes.
By using facilities such as Enterprise Vault Policy Manager (EVPM), assign different retention categories to different folders in user mailboxes. Then you can allow users to mark their items as records by dragging the items from one mailbox folder and dropping them in another.
Use the Enterprise Vault classification feature to assign the appropriate retention category to items that match certain criteria.
The facilities in Enterprise Vault Search make it easy to search an archive for the items marked as records. If you want to transfer the records for long-term retention in the U.S. National Archives or elsewhere, you can export them from the archives by running various PowerShell cmdlets.
See the Administrator's Guide for more details of the records management feature.