Enterprise Vault™ Introduction and Planning

Last Published:
Product(s): Enterprise Vault (12.3)
  1. About this guide
    1.  
      Introducing this guide
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Introduction
    1. Overview of Enterprise Vault
      1. How archiving works
        1.  
          Introduction to PST files and NSF files
        2.  
          Benefits of archiving
      2.  
        How to access items in archives
      3.  
        About classification
      4.  
        About records management
      5.  
        About Compliance Accelerator and Discovery Accelerator
      6. About Enterprise Vault add-ons
        1.  
          Introduction to EnCase Ingest Connector
    2. How Enterprise Vault works
      1.  
        About single instance storage
      2. About Enterprise Vault indexing
        1.  
          About index volumes
        2.  
          About managing indexes and index volumes
      3.  
        About Index Server groups
      4.  
        About Enterprise Vault Administration Console
      5.  
        About Enterprise Vault sites, Directory, and Directory database
      6. About Enterprise Vault tasks
        1.  
          Introduction to provisioning and archiving tasks
        2.  
          Introduction to retrieval processes
        3.  
          Introduction to PST migration tasks
      7. About Enterprise Vault services
        1.  
          Introduction to the Directory Service
        2.  
          Introduction to the Storage service
        3.  
          Introduction to the Indexing Service
        4.  
          Introduction to the Shopping Service
        5.  
          Introduction to the Task Controller Service
        6.  
          Introduction to the Admin Service
        7. About the Archive Discovery Search Service
          1.  
            About the Archive Discovery Search Service components
      8. About the Enterprise Vault Outlook Add-In
        1.  
          Introduction to the Outlook Add-In
        2.  
          Introduction to offline users
      9.  
        About IMAP access to Enterprise Vault archives
      10.  
        About the Enterprise Vault Client for Mac OS X
      11.  
        About Microsoft Exchange forms
      12.  
        About OWA Extensions
      13.  
        About the Office Mail App for OWA 2013 and later and Outlook 2013 and later
      14.  
        About Enterprise Vault extensions for Notes
      15. About Enterprise Vault Search
        1.  
          About Enterprise Vault Search Mobile edition
      16.  
        About Enterprise Vault monitoring and reporting
    3.  
      FIPS 140-2 compliance
  3. Enterprise Vault administration
    1.  
      About Enterprise Vault administration
    2.  
      Administration Console configuration of archiving
    3.  
      Administration accounts and roles
    4.  
      How to archive PST file contents
    5.  
      How to archive NSF file contents
    6.  
      How to export archived items
    7.  
      Welcome message and other notifications
    8. About reporting and monitoring in Enterprise Vault
      1.  
        Enterprise Vault Reporting
      2.  
        Report mode
      3.  
        Event and diagnostic logging
      4.  
        System status in the Administration Console
      5.  
        Enterprise Vault Operations Manager
      6.  
        Automatic monitoring of events and performance
      7.  
        Message queue monitoring
      8.  
        Enterprise Vault auditing
    9.  
      How to script management tasks
    10.  
      Checklist of day-to-day management tasks
  4. Exchange Server archiving
    1. About Exchange Server archiving and user mailboxes
      1.  
        Exchange Provisioning tasks
      2.  
        Exchange Mailbox Archiving tasks
      3.  
        Exchange archiving targets
      4.  
        Exchange mailbox policies
      5.  
        Exchange desktop policies
      6.  
        Exchange archiving filters
    2. Exchange Server and journal mailbox archiving
      1.  
        Exchange Server and journal filtering
      2.  
        Compliance Accelerator and Exchange journaling
    3.  
      Types of items to archive with Exchange Server archiving
  5. Exchange Public Folder archiving
    1.  
      Exchange Public Folder tasks, Targets, and Policies
    2.  
      How an Exchange Public Folder task archives
    3.  
      User access to Exchange Public Folder archives
  6. File System Archiving
    1.  
      About File System Archiving
    2.  
      About File archiving policies
    3.  
      About shortcut files with File System Archiving
    4.  
      About setting up File System Archiving
    5.  
      File System Archiving in a clustered environment
    6.  
      The process of File System Archiving
    7.  
      How File System Archiving handles older versions of archived files
    8.  
      How File System Archiving synchronizes permissions
    9.  
      File System Archiving reports
    10.  
      How to restore files with File System Archiving
    11.  
      About FSAUtility
    12.  
      How to back up and scan shortcut files with File System Archiving
    13.  
      Pass-through recall for placeholder shortcuts with File System Archiving
    14.  
      Retention Folders and File System Archiving
    15.  
      FSA Reporting
  7. Archiving Microsoft SharePoint servers
    1.  
      About archiving Microsoft SharePoint servers
    2. How to configure SharePoint archiving
      1.  
        SharePoint archiving tasks
      2.  
        SharePoint archiving targets
      3.  
        SharePoint archiving reports
      4.  
        SharePoint archiving policies
      5.  
        How to access archived SharePoint documents
      6.  
        About Enterprise Vault shortcuts in SharePoint
  8. Domino mailbox archiving
    1.  
      About Domino mailbox archiving and Enterprise Vault
    2.  
      Domino provisioning groups
    3.  
      Domino mailbox archiving tasks
    4.  
      Domino mailbox archiving policies
    5.  
      Domino mailbox archiving retention folders
    6.  
      Domino mailbox archiving desktop policies
  9. Domino Journal archiving
    1.  
      About Domino Journal archiving
    2.  
      Domino Journal archiving policies
    3.  
      Domino journal archiving database considerations
    4.  
      How to set up Domino Journal Archiving
    5.  
      Support for clustered Domino Journal databases
  10. SMTP Archiving
    1.  
      About Enterprise Vault SMTP Archiving
    2.  
      SMTP Archiving components
    3.  
      Security and authentication
    4.  
      Scalability and disaster recovery
  11. Skype for Business Archiving
    1.  
      About Skype for Business Archiving
    2.  
      About Skype for Business Archiving licensing
    3.  
      Skype for Business Archiving overview
    4.  
      Skype for Business Archiving components
  12. Enterprise Vault Accelerators
    1.  
      About the Enterprise Vault Accelerators
    2.  
      Differences between the Enterprise Vault Accelerators
    3. About Compliance Accelerator
      1.  
        Compliance Accelerator components
      2. The Compliance Accelerator client application
        1.  
          Department administration with Compliance Accelerator
        2.  
          Compliance Accelerator searches
        3.  
          Reviewing messages with Compliance Accelerator
        4.  
          Compliance Accelerator reporting
        5.  
          Exporting messages with Compliance Accelerator
      3.  
        Compliance Accelerator configuration data
    4. About Discovery Accelerator
      1.  
        The analytics facility in Discovery Accelerator
      2.  
        Discovery Accelerator components
      3. Discovery Accelerator client application
        1.  
          Case administration with Discovery Accelerator
        2.  
          Discovery Accelerator searches
        3.  
          Reviewing items with Discovery Accelerator
        4.  
          Producing and exporting items with Discovery Accelerator
      4.  
        Discovery Accelerator configuration data
  13. Building in resilience
    1. About Enterprise Vault and VCS
      1.  
        Supported VCS configurations and software
      2.  
        About Enterprise Vault and the VCS GenericService agent
      3.  
        Typical Enterprise Vault configuration in a VCS cluster
    2. About Enterprise Vault and Windows Server Failover Clustering
      1.  
        Supported Windows Server Failover Clustering configurations
      2.  
        Typical Enterprise Vault configuration in a Windows Server failover cluster
    3. About Enterprise Vault building blocks
      1.  
        Building blocks and high availability
  14. Planning component installation
    1.  
      About planning component installation
    2.  
      About valid computer names for Enterprise Vault servers
    3.  
      Prerequisites for Enterprise Vault components when planning installation
    4.  
      Factors to consider when planning deployment of Enterprise Vault components
    5.  
      Enterprise Vault Directory Service installation planning
    6. Where to set up the Enterprise Vault Services and Tasks
      1.  
        How to plan installing Exchange Mailbox Archiving Tasks
      2.  
        How to plan installing Exchange Journaling Tasks
      3.  
        How to plan installing Exchange Public Folder Tasks
      4.  
        How to plan installing Domino Journaling and Mailbox Archiving Tasks
      5.  
        How to plan installing the Move Archive task
      6.  
        How to plan installing the Storage Service
      7.  
        How to plan installing the Indexing Service
      8.  
        How to plan installing the Shopping Service
      9.  
        How to plan installing File System Archiving
      10.  
        How to plan installing SharePoint Archiving
      11.  
        How to plan installing SMTP Archiving
      12.  
        How to plan installing Accelerator Services
    7.  
      Enterprise Vault databases and planning their installation
    8.  
      Vault store groups and vault stores installation planning
    9.  
      Administration Console installation
    10. Installation planning for client components
      1.  
        Installation planning for Outlook Web App (OWA) and RPC over HTTP components
  15. Planning your archiving strategy
    1.  
      About archiving strategies
    2.  
      Where to define default settings for the Enterprise Vault Site
    3.  
      How to allow users flexibility
    4.  
      How to plan the types of items to archive
    5. How to define your archiving policy for user mailboxes
      1.  
        How to plan enabling mailboxes
      2.  
        How to plan controlling the appearance of the desktop
    6.  
      How to plan the archiving policy for journal mailboxes
    7. How to plan the archiving strategy for Exchange public folders
      1.  
        How to plan enabling public folders
    8.  
      How to plan an archiving strategy for FSA
    9.  
      How to plan a strategy for SharePoint archiving
    10. How to plan settings for retention categories
      1.  
        About retention plans
    11.  
      How to plan the automatic deletion of archived items
    12.  
      How to plan PST migration
    13.  
      How to plan NSF migration
    14.  
      How to plan shared archives
    15. How to plan vault stores and partitions
      1.  
        How to plan handling safety copies
      2.  
        How to choose a location for safety copies
    16.  
      How to plan single instance storage
    17. About Enterprise Vault reports
      1.  
        Enterprise Vault Reporting feature

About single instance storage

Enterprise Vault's optimized single instance storage can provide a significant reduction in the storage space that is required for archived items. However, it can increase the network traffic between the Enterprise Vault servers and the storage devices that host the partitions.

Enterprise Vault single instance storage works on the following principles:

  • Vault stores are grouped within vault store groups. A vault store group forms the outer boundary for sharing with single instance storage.

  • Each vault store is assigned a sharing level, which is one of "Share within group", "Share within vault store" or "No sharing".

  • Enterprise Vault archives an item using single instance storage if the target vault store has a sharing level of "Share within vault store" or "Share within group".

  • A vault store's sharing level determines the vault store's sharing boundary, as follows:

    • If a vault store's sharing level is "Share within group", its sharing boundary includes all the vault stores in the group that have this sharing level.

    • If a vault store's sharing level is "Share within vault store", its sharing boundary contains only the vault store.

    • If a vault store's sharing level is "No sharing", the vault store has no sharing boundary. Enterprise Vault does not perform single instance storage for the vault store.

  • Enterprise Vault identifies the parts of an item that are suitable for sharing, such as large message attachments. These parts are referred to as SIS parts. Enterprise Vault uses a minimum size threshold for SIS parts, to balance the likely storage savings against the resources that are required to create, archive, and retrieve them.

  • Enterprise Vault stores each SIS part only once within the target vault store's sharing boundary. For each SIS part, Enterprise Vault accesses the vault store group's fingerprint database to determine whether a SIS part with the same fingerprint is already stored within the vault store's sharing boundary. A SIS part with the same fingerprint indicates an identical SIS part.

    • If an identical SIS part is not already stored within the sharing boundary, Enterprise Vault stores the SIS part and saves the SIS part's fingerprint information in the fingerprint database.

    • If an identical SIS part is already stored within the sharing boundary, Enterprise Vault references the stored SIS part. It does not store the SIS part again.

  • Enterprise Vault stores the remainder of the item (the item minus any SIS parts) as the residual saveset file. The residual saveset file holds Enterprise Vault metadata about the item and unique information about it, such as the file name if it is a document or attachment, and follow up flags if it is a message.

  • When Enterprise Vault receives a request to restore an archived item, it reconstitutes the item from the item's residual saveset file and SIS part files.

Figure: Sharing boundaries in a vault store group shows an example vault store group that contains five vault stores:

  • Vault stores 1, 3, and 4 all have the sharing level "Share within group". These vault stores are within the same sharing boundary. Enterprise Vault shares SIS parts across the three vault stores for items it archives to these vault stores.

  • Vault store 2 has the sharing level "Share within vault store", so it has its own sharing boundary. Enterprise Vault shares SIS parts within the vault store for items it archives to the vault store.

  • Vault store 5 has the sharing level "No sharing". The vault store is not included in any sharing boundary. Enterprise Vault does not perform Enterprise Vault single instance storage on the items that it archives to this vault store.

Note that a vault store group can have only one sharing boundary that contains multiple vault stores.

Figure: Sharing boundaries in a vault store group

Sharing boundaries in a vault store group

Single instance storage can save storage space in a number of ways:

  • If you use separate vault stores for journaling and mailbox archiving, Enterprise Vault can share the SIS parts between the vault stores, provided that they are in the same sharing boundary.

  • If a number of separate messages with the same large attachment are sent to multiple recipients, Enterprise Vault stores the attachment only once within a sharing boundary.

  • Enterprise Vault identifies a SIS part from the content, not the file name. If two messages both have the same large file attachment, Enterprise Vault can share the attachments, even if they have different file names.

  • Enterprise Vault can share the identical SIS parts that result from different types of archiving, such an Exchange message attachment that is also stored as a file on a file server.

Note the following:

  • Partitions on Dell EMC Centera devices. Enterprise Vault single instance storage is not performed when items are stored to partitions that are hosted on Dell EMC Centera devices. Enterprise Vault provides a separate device-level sharing option to take advantage of the sharing capabilities of Centera devices.

  • Smart partitions. Enterprise Vault shares the SIS parts between items in the same smart partition, but it does not share the SIS parts between a smart partition and other partitions.

    For example, suppose that two employees receive the same email, which has an attachment. For compliance reasons, Enterprise Vault archives one employee's emails to a smart partition; it archives the other employee's emails to the standard vault store partition. If Enterprise Vault first archives the email and its attachment to the standard partition then, when it subsequently archives the email to the smart partition, it should not normally archive the attachment again. This would mean that the data on the smart partition is not fully compliant, however, so in this case Enterprise Vault archives both the email and the attachment again.