Enterprise Vault™ Setting up Domino Server Archiving

Last Published:
Product(s): Enterprise Vault (14.0)
  1. About this guide
    1.  
      Introducing this guide
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Setting up Domino mailbox archiving
    1.  
      About Domino mailbox archiving
    2. Preparation for Domino mailbox archiving
      1.  
        Check Enterprise Vault configuration of Domino server
      2.  
        Configure Enterprise Vault for web connections in preparation for Domino mailbox archiving
      3.  
        Vault store group, vault store, and partition in preparation for Domino mailbox archiving
    3. Configuring Domino targets, tasks and policies in Enterprise Vault
      1.  
        Checking the list of Domino forms
      2. Adding Domino Server archiving targets
        1.  
          Adding a Domino domain
        2.  
          Adding target Domino mail servers
      3. Configuring mailbox policies for Domino mailbox archiving
        1.  
          General tab (Domino mailbox archiving)
        2.  
          Archiving Rules tab (Domino mailbox archiving)
        3.  
          Archiving Actions tab (Domino mailbox archiving)
        4.  
          Shortcut Content tab (Domino mailbox archiving)
        5.  
          Forms tab (Domino mailbox archiving)
        6.  
          Shortcut Deletion tab (Domino mailbox archiving)
        7.  
          Advanced tab (Domino mailbox archiving)
        8.  
          Targets tab (Domino mailbox archiving)
        9. Using customized shortcuts for Domino mailbox archiving
          1.  
            Layout of LotusShortcutText.txt for Domino mailbox archiving
      4.  
        Domino mailbox archiving retention folders
      5. Configuring desktop policies for Domino mailbox archiving
        1.  
          General tab (Domino desktop policy)
        2.  
          Options tab (Domino desktop policy)
        3.  
          Vault Cache tab (Domino desktop policy)
        4.  
          Advanced tab (Domino desktop policy)
        5.  
          Targets tab (Domino desktop policy)
      6.  
        Creating a Domino Provisioning task
      7.  
        Creating a Domino Mailbox task
      8.  
        Reviewing the default settings for the Enterprise Vault site
      9. Adding a Provisioning Group when setting up Domino mailbox archiving
        1.  
          Ordering provisioning groups when setting up Domino mailbox archiving
    4. Installing Enterprise Vault extensions for Notes and DWA clients
      1. About Enterprise Vault clients for Notes and DWA clients
        1.  
          Enterprise Vault extensions for Notes
        2.  
          Enterprise Vault DWA client features
      2.  
        Installing Enterprise Vault client extensions for Notes and DWA clients
      3.  
        Setting up an account to use EVInstall.nsf to set up an Enterprise Vault Domino Gateway
      4.  
        Setting up an account to use EVInstall.nsf to set up a mail server
      5. Granting Execution Control List permissions when setting up Notes and DWA clients
        1.  
          Granting permissions to the account that will run EVInstall.nsf
        2.  
          Granting permissions to the Enterprise Vault Domino Gateway server account
        3.  
          Granting permissions to the archiving user account
        4.  
          Granting permissions to users of Vault Cache
      6.  
        Installing the Notes and DWA client extensions
      7. Changes made by EVInstall.nsf when setting up Domino mailbox archiving
        1.  
          EVInstall.nsf changes on Domino 9.0 Enterprise Vault Domino Gateways
        2.  
          EVInstall.nsf changes on Domino 8.5 Enterprise Vault Domino Gateways
        3.  
          EVInstall.nsf changes on Domino 9.0 mail servers
        4.  
          EVInstall.nsf changes on Domino 8.5 mail servers
        5.  
          EVInstall.nsf changes on Domino 8 mail servers
      8.  
        Updating mail files with the new design after installing the Notes and DWA extensions
      9.  
        How users access Enterprise Vault Search features after installing the Notes and DWA extensions
    5.  
      Identifying internal Notes mail recipients
    6. How to edit automatic messages after installing Domino mailbox archiving
      1.  
        Editing the Welcome message after installing Domino mailbox archiving
    7.  
      Enabling mailboxes for archiving after installing Domino mailbox archiving
  3. Setting up a Vault Cache for offline users
    1.  
      About Vault Cache for Domino users
    2. Enabling users for Vault Cache with the Domino Desktop policy
      1.  
        Setting permissions on the Enterprise Vault Domino Gateway when using Vault Cache
    3.  
      Disabling Vault Cache using the Domino Desktop policy
    4. Troubleshooting setting up Vault Cache for Domino
      1.  
        Newly-enabled Vault Cache for Domino is not populated
  4. Setting up Domino Journaling archiving
    1.  
      Preparation for Domino Journaling archiving
    2.  
      Adding a Domino domain
    3.  
      Adding a Domino server
    4.  
      Assigning a vault store for Domino Journaling
    5.  
      Creating a Domino Journal archive
    6.  
      Adding permissions to the Domino journal archive
    7.  
      Creating a Domino Journal policy
    8.  
      Creating a Domino Journaling task
    9.  
      Adding a Domino Journaling location
    10.  
      Identifying internal Notes mail recipients
    11. How to configure clients when setting up Domino Journal archiving
      1.  
        Note on using a Notes client when setting up Domino Journal archiving
  5. Configuring filtering
    1.  
      About filtering
    2. Configuring custom filtering
      1. Configuring registry settings for Domino custom filtering
        1.  
          Enabling Domino mailbox custom filtering
        2.  
          Enabling Domino journal custom filtering
        3.  
          Reprocessing items marked MARK_DO_NOT_ARCHIVE
        4.  
          Ignoring the absence of default filter rules
      2. About custom filtering ruleset files
        1.  
          About the default filter rules file for custom filtering
        2.  
          About named ruleset files for individual Domino provisioning groups and journaling locations
      3. About controlling default custom filtering behavior
        1.  
          Summary of default behavior for custom filtering
      4. About the general format of ruleset files for custom filtering
        1.  
          About validating XML ruleset files for custom filtering
      5. About rule actions for custom filtering
        1.  
          Assigning a retention category for custom filtering
        2.  
          Specifying an archive for custom filtering
      6. About message attribute filters for custom filtering
        1.  
          Message author and recipients filters for custom filtering
        2.  
          About distribution lists in attribute values with custom filtering
        3.  
          About creating complex filters using the INCLUDES and ALLOWOTHERS operators
        4.  
          Message direction filters for custom filtering
        5.  
          Message subject filters for custom filtering
        6.  
          Domino named property filters for custom filtering
      7.  
        Example ruleset file for custom filtering
      8.  
        Configuring custom properties and content categories
      9. About the general format of Custom Properties.xml
        1.  
          About validating Custom Properties.xml
      10.  
        Defining additional Domino message properties in custom properties
      11. About content categories
        1.  
          About assigning content categories in rules when configuring custom properties
        2.  
          Overriding default content category settings
      12. Defining how custom properties are presented in third party applications
        1.  
          Displaying custom properties in an example search application
      13.  
        Summary of custom property elements and attributes

Installing the Notes and DWA client extensions

Now you can install the Notes and DWA extensions on the Enterprise Vault and a target Domino mail server, as described in this section.

To run EVInstall.nsf you must use the correct Notes client version. The version of the Notes client must be the same as, or newer than, the version that is installed on the Enterprise Vault Domino Gateway and the Domino mail server.

For the full details of supported versions of Domino software and the required hotfixes, see the Enterprise Vault Compatibility Charts.

Note:

If the forms databases have replication enabled, the changes that EVIinstall makes are replicated to all Domino mail servers. To prevent the replication to other mail servers, disable the replication of the Forms8.nsf, Forms85.nsf, and Forms9.nsf databases before you run EVInstall.nsf.

To run EVInstall.nsf to configure standard mail templates

  1. Log on to Notes with the user ID that will run the EVInstall.nsf.
  2. Make backup copies of the Forms*.nsf files.
  3. Sign EVInstall.nsf.
  4. Open the Veritas Enterprise Vault version - Domino Installer application (EVInstall.nsf).
  5. In the application page, select the Enterprise Vault Domino Gateway and target Domino mail server.
  6. If you use the browser-based Enterprise Vault Search facilities or you require iNotes (DWA), select Modify Domino Web Access Forms Files.
  7. Click Install Veritas Enterprise Vault version database design templates to start the process.

    The application should take several minutes to create the new Enterprise Vault templates.

  8. When the update is complete, double-click each log line in the lower pane of the window and check that there were no errors reported.
  9. If you had previously customized the templates, confirm that the templates still exist and function properly in the Enterprise Vault mail templates.
  10. If you have installed on a Domino 9.0 mail server or a Domino 9.0 Enterprise Vault Domino Gateway, add the following entry to the notes.ini file:
    iNotes_WA_FormsFiles=iNotes/ev_Forms9.nsf

    Restart the HTTP server after you have modified the notes.ini file.

  11. If you have other target mail servers with different Domino Server versions, do the following until you have deployed the templates to all mail server targets:

    • Run EVInstall.nsf again.

    • In the application page, clear the Enterprise Vault Domino Gateway selection.

    • Select a target Domino mail server.

    • If you require iNotes/DWA, select Modify Domino Web Access Forms Files.

    • Click Install Veritas Enterprise Vault version database design templates to start the process.

      The application takes several minutes to create the new Enterprise Vault templates.

    • If you have installed on a Domino 9.0 mail server, add the following entry to the notes.ini file:

      iNotes_WA_FormsFiles=iNotes/ev_Forms9.nsf

      Restart the HTTP server after you have modified the notes.ini file.

  12. If you want to do so, you can now use EVInstall.nsf to add Enterprise Vault customizations to a customized template.

    See “To run EVInstall.nsf to modify a customized database template or mail-in database template”.

To run EVInstall.nsf to modify a customized database template or mail-in database template

  1. Before you run Enterprise Vault to modify a customized template you must previously have run EVInstall.nsf to configure standard mail templates.

    See “To run EVInstall.nsf to configure standard mail templates”.

  2. Log on to Notes with the user ID that will run EVInstall.nsf.
  3. Open the Veritas Enterprise Vault version - Domino Installer application (EVInstall.nsf).
  4. Click the Mail Template Customization tab.
  5. In the Domino mail server list, select the server that has the template you want to modify.
  6. Next to Template file name, enter the name of the template. Click Browse if you want to select from the list of available templates.
  7. In the Original mail template on which this template is based list, select the type of template that was originally used to create the template that you have selected. For example, if the template was created from mail8.ntf, select mail8.ntf.
  8. In the Original server version of base template list, select the Domino version of the server from which the original mail template came. For example, if the original template was on a Domino 8.0.1 server, select 8.0.1.
  9. Click Add Enterprise Vault Customizations to apply the Enterprise Vault customizations to the template that you have chosen.