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  • DocAve® 6 Vault User Guide

    Service Pack 10, Cumulative Update 3 Issued July 2018

    The Enterprise-Class Management Platform for SharePoint® Governance

  • DocAve® 6 Vault 1

    Table of Contents What’s New in this Guide .......................................................................................................................................... 3

    About DocAve Vault .................................................................................................................................................. 4

    Complementary Products ............................................................................................................................................................ 4

    Submitting Documentation Feedback to AvePoint .......................................................................................... 5

    Before You Begin ......................................................................................................................................................... 6

    AvePoint’s Testing Policy and Environment Support ........................................................................................................ 6 Supported Software Environments ..................................................................................................................................... 6 Supported Hardware ................................................................................................................................................................ 6 Supported Backup and Recovery ......................................................................................................................................... 7 Notable Environment Exceptions......................................................................................................................................... 7

    Configuration .................................................................................................................................................................................... 7

    Agents .................................................................................................................................................................................................. 7

    Required Permissions .................................................................................................................................................................... 7 Local System Permissions ....................................................................................................................................................... 8

    Getting Started ........................................................................................................................................................... 10

    Launching Vault ............................................................................................................................................................................ 10

    Navigating DocAve ...................................................................................................................................................................... 11

    User Interface Overview ............................................................................................................................................................. 12

    Setting Up a Vault Profile ........................................................................................................................................ 13

    Configuring the Processing Pool ........................................................................................................................................... 13

    Configuring the Export Location ............................................................................................................................................ 14

    Configuring Vault Filters ............................................................................................................................................................ 14

    Configuring Vault Profiles ......................................................................................................................................................... 16

    Applying and Running Vault Profiles .................................................................................................................. 18

    Checking a Job Status .............................................................................................................................................. 19

    Exported Content Folders ......................................................................................................................................................... 19 Exported Content Folders Integrated with Autonomy ............................................................................................. 19 Exported Content Folders Integrated with Concordance ....................................................................................... 21

    Managing Vault Profiles ......................................................................................................................................... 22

  • DocAve® 6 Vault 2

    Viewing, Editing, and Deleting Profiles in Profile Manager ......................................................................................... 22

    Inheriting and Stop Inheriting ................................................................................................................................................. 22 Helpful Notes for Using Inheriting ................................................................................................................................... 22 Helpful Notes for Using Stop Inheriting ........................................................................................................................ 23

    Retracting a Vault Profile .......................................................................................................................................................... 23

    Removing Vault Profiles ............................................................................................................................................................ 23

    Appendix A: Vault Customization Table ............................................................................................................ 24

    Appendix B: Examples of Vault Filters ................................................................................................................ 28

    Notices and Copyright Information .................................................................................................................... 46

  • DocAve® 6 Vault 3

    What’s New in this Guide • General improvements for enhanced functionality.

  • DocAve® 6 Vault 4

    About DocAve Vault DocAve Vault allows you to export SharePoint content and accompanying metadata information, at any desired object level (from Web application down to list) to an external storage system. The tools available in DocAve Vault provide the following benefits:

    • Secure and encrypted archiving

    • Archived content with granularity and fidelity maintained

    • Continual data collection

    • Scheduled archiving

    • Externalized archiving

    Integrated with Autonomy and Concordance software, the data exported by Vault can also be managed in the Autonomy and Concordance platforms.

    *Note: DocAve Vault only supports SharePoint 2010 and SharePoint 2013 on-premises.

    Complementary Products Many products and product suites on the DocAve 6 platform work in conjunction with one another. The following products are recommended for use with Vault:

    • DocAve Connector for collaborating upon network file shares and cloud storage resources directly through SharePoint without migration. Connected content appears as normal SharePoint content, and can be leveraged exactly as if it were residing within a SharePoint document library.

    • DocAve Content Manager for SharePoint for restructuring or moving SharePoint content.

    • DocAve Report Center for SharePoint to examine pain points in the SharePoint infrastructure and report on SharePoint user behavior and changes.

    • DocAve Data Protection for setting backup and recovery points prior to adjusting SharePoint governance policies in this product.

    • DocAve Replicator to perform live or event-driven, as well as scheduled or offline replication. Synchronization and management of all content, configurations, and securities is performed with full fidelity.

  • DocAve® 6 Vault 5

    Submitting Documentation Feedback to AvePoint AvePoint encourages customers to provide feedback regarding our product documentation. You can Submit Your Feedback on our website.

    http://www.avepoint.com/resources/documentation-feedback/?flush=1

  • DocAve® 6 Vault 6

    Before You Begin Refer to the sections for system and farm requirements that must be in place prior to installing and using DocAve Vault.

    AvePoint’s Testing Policy and Environment Support

    Supported Software Environments AvePoint is committed to testing against all major versions and service packs of SharePoint as well as the latest versions of Windows Server and SQL Server, as Microsoft announces support and compatibility.

    *Note: AvePoin

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