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Symantec Enterprise Vault

Setting up Domino Server Archiving

10.0

Symantec Enterprise Vault: Setting up Domino ServerArchiving

The software described in this book is furnished under a license agreement and may be usedonly in accordance with the terms of the agreement.

Last updated: 2011-06-17.

Legal NoticeCopyright 2011 Symantec Corporation. All rights reserved.

Symantec, the Symantec Logo, Veritas, Enterprise Vault, Compliance Accelerator, andDiscovery Accelerator are trademarks or registered trademarks of Symantec Corporationor its affiliates in the U.S. and other countries. Other names may be trademarks of theirrespective owners.

This Symantec product may contain third party software for which Symantec is requiredto provide attribution to the third party (Third Party Programs). Some of the Third PartyPrograms are available under open source or free software licenses. The License Agreementaccompanying the Software does not alter any rights or obligations you may have underthose open source or free software licenses. Please see the Third Party Software fileaccompanying this Symantec product for more information on the Third Party Programs.

The product described in this document is distributed under licenses restricting its use,copying, distribution, and decompilation/reverse engineering. No part of this documentmay be reproduced in any form by any means without prior written authorization ofSymantec Corporation and its licensors, if any.

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Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Chapter 1 About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Introducing this guide .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Where to get more information about Enterprise Vault ... . . . . . . . . . . . . . . . . . . . . 11

"How To" articles on the Symantec Enterprise Support site ... . . . . . . . . . 13Comment on the documentation .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Chapter 2 Setting up Domino mailbox archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15About Domino mailbox archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Preparation for Domino mailbox archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Check Enterprise Vault configuration of Domino server ... . . . . . . . . . . . . . 18Configure Enterprise Vault for Web connections in preparation

for Domino mailbox archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Vault store group, vault store, and partition in preparation for

Domino mailbox archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Configuring Domino targets, tasks and policies in Enterprise

Vault ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Checking the list of Domino forms .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Adding Domino Server archiving targets ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Configuring mailbox policies for Domino mailbox archiving .... . . . . . . 24Domino mailbox archiving retention folders ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Configuring desktop policies for Domino mailbox archiving .... . . . . . . . 32Creating a Domino Provisioning task .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Creating a Domino Mailbox task .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Reviewing the default archiving settings for the Site when setting

up Domino mailbox archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Adding a Provisioning Group when setting up Domino mailbox

archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Installing Enterprise Vault extensions for Lotus Notes and DWA

clients ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40About Enterprise Vault clients for Lotus Notes and DWA

clients ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Installing Enterprise Vault client extensions for Lotus Notes and

DWA clients ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Contents

Setting up an account to use EVInstall.nsf to set up an EnterpriseVault Domino Gateway .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Setting up an account to use EVInstall.nsf to set up a mailserver ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Granting Execution Control List permissions when setting upLotus Notes and DWA clients ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Installing the Lotus Notes and DWA client extensions .... . . . . . . . . . . . . . . . 45Changes made by EVInstall.nsf when setting up Domino mailbox

archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Completing the installation of the Lotus Notes and DWA

extensions .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Updating mail files with the new design after installing the Lotus

Notes and DWA extensions .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51How users access Enterprise Vault Search features after installing

the Lotus Notes and DWA extensions .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Identifying internal Notes mail recipients ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53How to edit automatic messages after installing Domino mailbox

archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Editing the Welcome message after installing Domino mailbox

archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Enabling mailboxes for archiving after installing Domino mailbox

archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Chapter 3 Setting up a Vault Cache for offline users . . . . . . . . . . . . . . . . . . . . . 59About Vault Cache for Domino users ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Enabling users for Vault Cache with the Domino Desktop policy ... . . . . . . . . 60

Setting permissions on the Enterprise Vault Domino Gatewaywhen using Vault Cache .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Disabling Vault Cache using the Domino Desktop policy ... . . . . . . . . . . . . . . . . . . . 61Troubleshooting setting up Vault Cache for Domino .... . . . . . . . . . . . . . . . . . . . . . . . 62

Newly-enabled Vault Cache for Domino is not populated .... . . . . . . . . . . . 62

Chapter 4 Setting up Domino Journaling archiving . . . . . . . . . . . . . . . . . . . . . . . . 65Preparation for Domino Journaling archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Adding a Domino domain .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Adding a Domino server ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Assigning a vault store for Domino Journaling .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Creating a Domino Journal archive ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Adding permissions to the Domino journal archive ... . . . . . . . . . . . . . . . . . . . . . . . . . . 68Creating a Domino Journal policy ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Creating a Domino Journaling task .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Adding a Domino Journaling location .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Contents8

Identifying internal Notes mail recipients ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70How to configure clients when setting up Domino Journal

archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Note on using a Lotus Notes client when setting up Domino

Journal archiving .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Chapter 5 Introduction to filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73About Enterprise Vault filtering .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Setting up custom filtering .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Distributed Enterprise Vault environments with customfiltering .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Setting up custom properties with custom filtering .... . . . . . . . . . . . . . . . . . . . . . . . . 75

Chapter 6 Configuring filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77About configuring filtering .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Configuring custom filtering .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Distributed Enterprise Vault environments with customfiltering .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Configuring registry settings for Domino server journalfiltering .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

About custom filtering ruleset files ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81General format of ruleset files for custom filtering .... . . . . . . . . . . . . . . . . . . . 83Rule actions with custom filtering .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Message attribute filters with custom filtering .... . . . . . . . . . . . . . . . . . . . . . . . . 87Example ruleset file for custom filtering .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Chapter 7 Configuring custom properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103About configuring custom properties ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103Control of default settings for configuring custom properties ... . . . . . . . . . . 105

Setting IGNORENODEFAULT registry entry for configuringcustom properties ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Summary of default archiving actions for configuring customproperties ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

General format of Custom Properties.xml for configuring customproperties ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109How to validate Custom Properties.xml for configuring custom

properties ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111Additional properties when configuring custom properties ... . . . . . . . . . . . . . 112

Domino message properties when configuring customproperties ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

9Contents

Making Domino message properties available to Enterprise Vaultwhen configuring custom properties ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Content categories for configuring custom properties ... . . . . . . . . . . . . . . . . . . . . 114Note on assigning content categories in rules when configuring

custom properties ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116Defining how properties are presented in applications when

configuring custom properties ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117How to display custom properties in the browser search when

configuring custom properties ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Summary of custom property elements and attributes ... . . . . . . . . . . . . . . . . . . . 122

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Contents10

About this guide

This chapter includes the following topics:

Introducing this guide

Where to get more information about Enterprise Vault

Comment on the documentation

Introducing this guideThis guide describes how to set up Enterprise Vault so that you can archive itemsfrom Domino mail files and journal databases.

The guide assumes that you know how to administer the following Microsoftproducts:

Microsoft Windows Server 2008 R2

IBM Domino Server

IBM Lotus Notes client

Microsoft SQL Server

Microsoft Internet Information Services (IIS)

Where to getmore information about EnterpriseVaultTable 1-1 lists the documentation that accompanies Enterprise Vault.

1Chapter

Table 1-1 Enterprise Vault documentation set

CommentsDocument

Includes all the following documentation so thatyou can search across all files. You can access thisfile by doing either of the following:

On the Windows Start menu, click Start >Programs > Enterprise Vault >Documentation.

In the Administration Console, click Help >Help on Enterprise Vault.

Symantec Enterprise Vault Help

Provides an overview of Enterprise Vaultfunctionality.

Introduction and Planning

Describes how to check the prerequisite softwareand settings before you install Enterprise Vault.

Deployment Scanner

Provides detailed information on setting upEnterprise Vault.

Installing and Configuring

Describes how to upgrade an existing EnterpriseVault installation to the latest version.

Upgrade Instructions

Describes how to archive items from MicrosoftExchange user mailboxes, journal mailboxes, andpublic folders.

Setting up Exchange Server Archiving

Describes how to archive items from Domino mailfiles and journal databases.

Setting up Domino Server Archiving

Describes how to archive the files that are heldon network file servers.

Setting up File System Archiving

Describes how to archive the documents that areheld on Microsoft SharePoint servers.

Setting up SharePoint Server Archiving

Describes how to archive SMTP messages fromother messaging servers.

Setting up SMTP Archiving

Describes how to perform day-to-dayadministration, backup, and recovery procedures.

Administrators Guide

About this guideWhere to get more information about Enterprise Vault

12

Table 1-1 Enterprise Vault documentation set (continued)

CommentsDocument

Describes how to implement Enterprise VaultReporting, which provides reports on the statusof Enterprise Vault servers, archives, and archiveditems. If you configure FSA Reporting, additionalreports are available for file servers and theirvolumes.

Reporting

Describes the Enterprise Vault tools and utilities.Utilities

A reference document that lists the registryvalues with which you can modify many aspectsof Enterprise Vault behavior.

Registry Values

The online Help for the Enterprise VaultAdministration Console.

Help for Administration Console

The online Help for Enterprise Vault OperationsManager.

Help for Enterprise Vault OperationsManager

For the latest information on supported devices and versions of software, see theEnterprise Vault Compatibility Charts book, which is available from this address:

http://www.symantec.com/docs/TECH38537

"How To" articles on the Symantec Enterprise Support siteMost of the information in the Enterprise Vault administration manuals is alsoavailable online as articles on the Symantec Enterprise Support site. You canaccess these articles by searching the Internet with any popular search engine,such as Google, or by following the procedure below.

To access the "How To" articles on the Symantec Enterprise Support site

1 Type the following in the address bar of your Web browser, and then pressEnter:

http://www.symantec.com/business/support/all_products.jsp

2 In the Supported Products A-Z page, choose the required product, such asEnterprise Vault for Microsoft Exchange.

3 In the Product Support box at the right, click How To.

4 Search for a word or phrase by using the Knowledge Base Search feature, orbrowse the list of most popular subjects.

13About this guideWhere to get more information about Enterprise Vault

http://www.symantec.com/docs/TECH38537http://www.symantec.com/business/support/all_products.jsp

Comment on the documentationLet us know what you like and dislike about the documentation. Were you able tofind the information you needed quickly? Was the information clearly presented?Report errors and omissions, or tell us what you would find useful in futureversions of our guides and online help.

Please include the following information with your comment:

The title and product version of the guide on which you want to comment.

The topic (if relevant) on which you want to comment.

Your name.

Email your comment to [email protected] Please only use this address tocomment on product documentation.

We appreciate your feedback.

About this guideComment on the documentation

14

mailto:[email protected]?subject=Comments on the Enterprise Vault documentation

Setting up Domino mailboxarchiving

This chapter includes the following topics:

About Domino mailbox archiving

Preparation for Domino mailbox archiving

Configuring Domino targets, tasks and policies in Enterprise Vault

Installing Enterprise Vault extensions for Lotus Notes and DWA clients

Identifying internal Notes mail recipients

How to edit automatic messages after installing Domino mailbox archiving

Enabling mailboxes for archiving after installing Domino mailbox archiving

About Domino mailbox archivingThe Enterprise Vault Domino Gateway provides the interface between Lotus Notesand Enterprise Vault. Although archiving does not use the Enterprise Vault DominoGateway, actions on archived data, such as opening, restoring, deleting andsearching, are handled by the Enterprise Vault Domino Gateway.

Figure 2-1 illustrates the process when archiving an item from a Domino mailfile.

2Chapter

Figure 2-1 Archiving an item

Enterprise Vaultextensions for LotusDomino

Lotus Notes users

mail files

DominoMailboxArchivingtask

DominoMailbox andDesktopPolicies

Other EnterpriseVault Services andTasks

Store

Enterprise Vault Admin andDirectory Services

Domino mailfile archives

Domino mail server

Enterprise Vault

Enterprise Vault Domino Gateway

Enterprise Vault Server

Lotus Notes

Domino Server

Vault store

Partition

Figure 2-2 illustrates the process when viewing or restoring an archived item.

Setting up Domino mailbox archivingAbout Domino mailbox archiving

16

Figure 2-2 Retrieving or restoring an archived item

Lotus Notes users

Retrieve

Restore

mail files

Enterprise Vaultextensions forLotus Domino

Enterprise Vault Domino Gateway

Domino Server

Lotus Notes

Enterprise Vault Server

Enterprise Vault Admin andDirectory Services

DominoMailbox andDesktopPolicies

Enterprise VaultStorage Service

Other EnterpriseVault Services andTasks

Enterprise Vault

Vault Store

Partition

Domino mailfile archives

Domino mail server

Enterprise Vault Extension Manager, which Enterprise Vault installs on theEnterprise Vault Domino Gateway provides the main functionality of the EnterpriseVault Domino Gateway. Enterprise Vault Extension Manager is a server-side

17Setting up Domino mailbox archivingAbout Domino mailbox archiving

extension that processes requests from Lotus Notes and DWA clients and passesthem on to Enterprise Vault. In order for the extension manager to haveunrestricted access to Enterprise Vault data, the Domino server must run underthe Vault Service account.

Preparation for Domino mailbox archivingBefore proceeding, ensure that you have done the following:

Checked that software prerequisites are satisfied.

Installed and configured Domino server on the Enterprise Vault DominoGateway computer.

Installed Enterprise Vault and run the configuration wizard.

See Installing and Configuring for instructions on how to perform these tasks.

Check Enterprise Vault configuration of Domino serverNow you can check the changes made to the Domino server configuration on theEnterprise Vault Domino Gateway.

Enterprise Vault installs the following binary files in the Domino programdirectory:

EVRT.dll

nEVDominoEM.dll

EVDominoTrace.dll

EVNoteStream.dll

nEVDominoHousekeeping.exe

Enterprise Vault installs the following mail template and database files in theDomino data directory:

EVAttach.ntf

EVinstall.nsf

help\*help.nsf

EV\EVDomino.nsf

The Enterprise Vault configuration wizard edits the notes.ini file in the Dominoprogram directory. This file should then contain the following entries:

ExtMgr_Addins=EvDominoEM.dll

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ServerTasks= ... ,EVDominoHouseKeeping

Now start the Domino server on the Enterprise Vault Domino Gateway. If theEnterprise Vault Directory Service is running, the following lines are displayedin the console during start-up:

Symantec Enterprise Vault Extension Manager: SERVER

...

EV Housekeeping: Initialization complete.

Symantec Enterprise Vault Extension Manager: HTTP

Configure Enterprise Vault for Web connections in preparation forDomino mailbox archiving

When Lotus Notes users start an archive search, a Web connection is made to theEnterprise Vault Domino Gateway. You need to perform the configuration tasksdescribed in this section to support these connections.

A new IIS virtual directory called EnterpriseVaultDomino is used to authenticateuser access to Enterprise Vault archives when users perform an archive search.The virtual directory points to the Enterprise Vault\WebApp folder and hasanonymous access enabled. For security, a Web account is required for this virtualdirectory. It is advisable to create an account specifically for the purpose of Webaccess.

Do not change the name of the virtual directory, EnterpriseVaultDomino.

If you have already configured an account for Exchange Server OWA access, thenyou must use the same account for Domino mailbox archiving.

Create a Windows domain user account to use as the Enterprise Vault Data Accessaccount. This should be a basic domain account specifically created for the purpose;a local machine account cannot be used. The account must not belong to anyadministrative group.

To configure the Enterprise Vault Data Access account

1 Log on to the Enterprise Vault Domino Gateway computer using the VaultService account.

2 Start the Enterprise Vault Administration Console.

3 Expand the tree and right-click the Directory container.

4 Select Properties.

5 In the Directory Properties window, click the Data Access Account tab.

19Setting up Domino mailbox archivingPreparation for Domino mailbox archiving

6 In the Account box, select the Enterprise Vault Data Access account.

7 Enter and confirm the password for the account.

8 Click OK.

The EnterpriseVaultDomino virtual directory is created and Anonymousaccess is granted automatically to the account specified.

To check the configuration of the Data Access account

1 On a computer that is not a domain controller, open Local Security Policy inAdministrative Tools. On a domain controller, open Domain ControllerSecurity Policy.

2 Click Local Policies > User Rights Assignment.

3 The following permissions should be set:

Access this computer from the network (SeNetworkLogonRight).

Bypass traverse checking (SeChangeNotifyPrivilege).

Log on as a batch job (SeBatchLogonRight).

Allow log on locally (SeInteractiveLogonRight).

4 The following registry value is also created containing the Enterprise VaultData Access account. This ensures that only this user can obtain a list ofarchives accessible by a Domino User:

HKEY_CURRENT_USER

\Software

\Wow6432Node

\KVS

\Enterprise Vault

\AnonymousUser

HKEY_CURRENT_USER is the Vault Service account. The value of this settingis the full name, including the Windows domain, of the anonymous user, forexample, mydomain\DomAnonUser.

Vault store group, vault store, and partition in preparation for Dominomailbox archiving

A vault store group, vault store, and vault store partition must exist before youenable mailboxes for archiving. After you enable the target mailboxes for archiving,Enterprise Vault automatically creates an archive for each mailbox in the selectedvault store.

A default vault store can be set for the Domino server, or for a Provisioning Group.

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20

Note: The vault store is managed by the local Enterprise Vault Storage service.

See the "Setting up storage" chapter in the Installing and Configuring manual.

Configuring Domino targets, tasks and policies inEnterprise Vault

You can now configure Domino mailbox archiving in the Enterprise Vault Directoryusing the Administration Console. The following list summarizes the tasks whichare described in more detail in the following sections:

Check that the list of Domino forms available is correct for the items that youwant to archive from mailboxes.

Add the target Domino domain.

Add the Domino servers hosting the mailboxes to be archived. Optionally,Domino Provisioning and Mailbox tasks can be added when you add the firsttarget Domino server in the Administration Console.

Configure Domino mailbox policies, to define how Enterprise Vault archivestarget Domino server mailboxes.

Configure Domino desktop policies, to control the Enterprise Vault functionalityavailable in the Lotus Notes client.

Check the Enterprise Vault site settings.

Create provisioning groups for the target mailboxes.

Checking the list of Domino formsThe types of items that can be archived from Domino server mailboxes are definedusing Domino forms or form aliases. The list of forms available is displayed inthe Directory Properties. You select the forms of items to archive in the Dominomailbox policy.

To check the list of available forms

1 Start Enterprise Vault Administration Console.

2 Expand the tree and right-click the Directory container.

3 Select Properties.

4 In the Properties window, select the Domino Forms tab.

5 Ensure the list includes all the required forms for the types of documents tobe archived. If necessary, use Add to add forms to the list.

21Setting up Domino mailbox archivingConfiguring Domino targets, tasks and policies in Enterprise Vault

Adding Domino Server archiving targetsIn the Administration Console you need to add the Domino domain and DominoServers that you want to archive.

Adding a Domino domainYou can now configure the target Domino domain in the Enterprise VaultAdministration Console.

To add a Domino domain

1 In the left pane of the Administration Console, expand the Targets container.

2 Right-click Domino and, on the shortcut menu, click New and then DominoDomain.

The New Domino Domain wizard starts.

3 Work through the wizard.

You will be asked for the following information:

The name and password for the ID file that will be used to access Dominodomain. This will typically be the ID of the Domino archiving user thatyou created.

The fully-distinguished name of any Domino server in the domain thatyou are adding.

4 Copy the ID file to the following:

Every Enterprise Vault server that runs a Domino mailbox archiving task.

Every Enterprise Vault Domino Gateway.

Ensure that each ID file has the same file name on each server.

Adding target Domino mail serversNext, add the target Domino mail servers in the Enterprise Vault AdministrationConsole. A single Domino mailbox archiving task can archive several target Dominomailbox servers in a domain.

If you use secondary Domino servers to keep replicas of users' mail files, it ispossible to archive from those secondary servers instead of from the mail servers.When there are many mail servers and only a few secondary servers this approachcan simplify the configuration. If you want to use this method, add the secondaryservers instead of the mail servers.

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To add a target Domino mail server

1 In the left pane of the Administration Console, expand the Targets container.

2 Expand Domino.

3 Expand the Domino domain to which you want to add a server.

4 Right-click the Domino server container and on the shortcut menu, click Newand then Domino Server.

The New Domino Server wizard starts.

5 Work through the wizard.

This wizard enables you to select the following:

The Domino Server that you want to archive. In the wizard, the drop-downbox under SelecttheDominoserverfromwhichyouwanttoarchive listsall the Domino servers in the domain.

Cluster options. If the server you are adding is in a Domino cluster, youcan choose to add all servers in the cluster to the Enterprise Vault Site.Additionally, you can set the server you are adding to be the preferredserver. The archiving task uses the preferred server when archiving frommailboxes, when possible. A mailbox that is on a different server must bereplicated to this preferred server in order for the archiving task to beable to archive using this server. If a mailbox is not replicated to thispreferred server, the task archives from the server that hosts the mailbox.

The Enterprise Vault tasks that you want created. If preferred, you canadd these after adding the Domino mail server. There can be only oneDomino Mailbox task on an Enterprise Vault server. There must be one(and only one) Domino Provisioning task for each Domino domain.

If the tasks are to be created on a different Enterprise Vault server in thesite, you will need the name of the Enterprise Vault server.

The ID and password to be used to access the Domino mail server, if thisis different from the ID used to access the domain. Typically, this will bethe ID of the Domino archiving user that you created.

6 The Domino domain is then added to the Enterprise Vault directory anddisplayed in the tree. You can now add the Domino mail servers that you wantEnterprise Vault to archive.

7 If you have added a secondary server to archive replica mail files you mustalso define the DominoHubServers registry value on the Enterprise Vaultserver that runs the provisioning task.

See the Registry Values manual for details of how to create theDominoHubServers registry value.

23Setting up Domino mailbox archivingConfiguring Domino targets, tasks and policies in Enterprise Vault

Configuring mailbox policies for Domino mailbox archivingDomino mailbox policies define how Enterprise Vault archives target Dominoserver mailboxes. You can create multiple policies if you want different groupsof mailboxes to be archived using different policy settings. If you wish, you cancreate a custom mailbox policy for each provisioning group.

A default Domino mailbox policy is created in the Administration Console by theconfiguration wizard.

To view and modify the properties of the default Domino mailbox policy

1 Expand your Enterprise Vault site.

2 Click Policies > Domino > Mailbox.

3 Right-click Default Domino Mailbox Policy in the right pane and selectProperties. You can modify the properties of this policy, as required, andalso create new policies.

To create a new Domino mailbox policy

1 In the Administration Console, expand your Enterprise Vault site and thenclick Policies > Domino > Mailbox.

2 Right-click the Mailbox container and select New > Policy to launch the newpolicy wizard.

3 The new policy is displayed in the right pane.

4 To adjust the policy properties, right-click the policy and select Properties.

General tab (Domino mailbox archiving)Table 2-1 lists the settings on the General tab. These settings provide a name anddescription for the policy.

Table 2-1 Domino mailbox policy General tab settings

Default valueDescriptionSetting

None.A name for the policy.Name

None.An optional description for thepolicy, which you can change asoften as you wish.

Description

Archiving Rules tab (Domino mailbox archiving)Table 2-2 lists the settings on the Archiving Rules tab. Use these settings to controlthe archiving strategy.

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Table 2-2 Domino mailbox policy Archiving Rules tab settings

Default valueDescriptionSetting

2 weeksThe minimum age limit at whichitems can be archived

Young items

Not selected.Whether to archive larger itemsbefore smaller items and, if so, theminimum size of the items thatare given priority.

Large items

Items that have not been modifiedfor 6 months are archived.

Strategy for archiving theremaining items. This is based onthe period of time since an itemwas modified.

Archiving strategy

Not selected.Archive an item only if it has anattachment, assuming all otherarchiving criteria are met.

Note that this is not the same asarchiving attachments only.

Archive messageswith attachmentsonly

Not selected.Archive messages that areencrypted.

Note that Enterprise Vault cannotindex encrypted messages. Thismeans that it cannot display thebody of an archived encryptedmessage, and users will not be ableto find or view the body text whenperforming browser searches.However, users can view anencrypted message that isretrieved or restored from itsshortcut, as normal.

Archive encryptedmessages

Archiving Actions tab (Domino mailbox archiving)Table 2-3 describes the settings on the Archiving Actions tab. Use these settingsto configure whether the item in the mailbox is to be deleted and a shortcut created,and also whether to archive unread items.

25Setting up Domino mailbox archivingConfiguring Domino targets, tasks and policies in Enterprise Vault

Table 2-3 Domino mailbox policy Archiving Actions tab settings

Default valueDescriptionSetting

Selected.Original item is deleted frommailbox after archiving.

Delete originalitem afterarchiving

Selected.After it has been archived, theitem in the mailbox is replacedwith a shortcut.

Create shortcut toarchived item afterarchiving

Not selected.Archive mailbox items even if theyhave not yet been read.

Archive unreaditems

Shortcut Content tab (Domino mailbox archiving)Table 2-4 describes the settings on the Shortcut Content tab. Use these settingsto configure what is to be included in shortcuts, and what is to be displayed whena shortcut is opened.

Note that Enterprise Vault does not create shortcuts for archived calendar or todoitems. Instead, these are kept intact, although you can configure the mailboxarchiving policy to strip calendar attachments.

See Advanced tab (Domino mailbox archiving) on page 28.

Table 2-4 Domino mailbox policy Shortcut Content tab settings

Default valueDescriptionSetting

Shortcuts include recipientinformation.

Whether to store recipientinformation (To: and Cc: details)in shortcuts.

Shortcuts always contain theFrom and Subject information.

Include recipientinformation

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Table 2-4 Domino mailbox policy Shortcut Content tab settings (continued)

Default valueDescriptionSetting

The first 1000 characters of themessage body are stored in theshortcut.

How much of the message body tostore in shortcuts. Regardless ofthe setting value, the full message,with attachments, are still storedin the archive.

None. None of the messagetext is stored in the shortcut.

Use message body. Shortcutscontain all of the message bodytext, but no attachments.

Customize. Select the amountof text and links that you wantincluded in shortcuts.

See Using customizedshortcuts for Domino mailboxarchiving on page 29.

Shortcut body

Show contents.Whether double-clicking ashortcut displays the contents ofthe original item or the propertiesof the shortcut.

When shortcut isopened

The fileLotusShortcutText.txt is required if you configure customized shortcuts.You can also use this file to process standard shortcuts for untitled attachments.

See Using customized shortcuts for Domino mailbox archiving on page 29.

Forms tab (Domino mailbox archiving)The list shows the types of items that will be archived when the policy is applied.

Select or clear Domino forms check boxes, as required.

If you need to edit the list of available forms, go to the Domino Forms tab of theDirectory properties.

Shortcut Deletion tab (Domino mailbox archiving)Shortcut deletion does the following:

Deletes those shortcuts that are older than the age you specify on this page.Enterprise Vault uses the modified date or archived date to determine the ageof a shortcut. You can specify which date to use on the Storage Expiry tab ofSite Properties.

27Setting up Domino mailbox archivingConfiguring Domino targets, tasks and policies in Enterprise Vault

Deletes orphaned shortcuts. These are those shortcuts that no longer havecorresponding archived items. Typically users or storage expiry have deletedthe archived items.

Deletes those shortcuts for which the retention period has elapsed. Storageexpiry may remove the corresponding archived items. It is possible to deletethe shortcuts without deleting the archived items.

The Domino Mailbox Archiving task performs the shortcut deletion. When yourun the task using Run Now, you can choose a Run mode that includes shortcutprocessing.

Table 2-5 describes the available settings.

Table 2-5 Shortcut Deletion settings

Default valueDescriptionSetting

Not selectedSelect this option to makeEnterprise Vault delete thoseshortcuts that are older than theage you specify. This option doesnot affect the correspondingarchived items. Users can stillsearch for the archived items.

For example, you can choose todelete all shortcuts older than 12months, but retain archived itemsfor several years.

Delete shortcuts

Not selectedSelect this option to makeEnterprise Vault delete shortcutsin mailboxes if the correspondingarchived item has been deleted.

If the shortcuts contain text fromthe original message, thoseshortcuts might be useful to userseven though the archived itemshave been deleted. However,deleting large shortcuts freesspace in the mail files.

Delete orphanedshortcuts

Advanced tab (Domino mailbox archiving)Table 2-4 briefly describes the settings on the Advanced tab. These settings enableyou to change advanced archiving behavior. Information about each advancedsetting is given in the Administrators Guide.

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Table 2-6 Domino mailbox policy Advanced tab settings

DescriptionSetting

Controls the category of settings that are shown in the list. There isonly one category:

Archiving General. Settings that control archiving behavior. Forexample, you can configure the archiving task to strip attachmentsfrom calendar and todo items before archiving.

Information about each setting is given in theAdministrators Guide.

List settings from

This returns all the settings in the list to their default values. Thereis a confirmation prompt that asks if you are sure you want to resetall the values.

Reset All

Enables you to change the value for the selected setting. You can alsodouble-click the setting to modify it.

Modify

A brief description of what each setting controls.Description

Targets tab (Domino mailbox archiving)Later, when you create provisioning groups to add mailboxes as archiving targets,you will assign the required Domino mailbox policy to each group. The associatedprovisioning groups will then be displayed in the Targets page of the policy.

Using customized shortcuts for Domino mailbox archivingYou can use custom shortcuts to change the information that is displayed inshortcuts.

In a new installation of Enterprise Vault, a default shortcut contains the following:

From and Subject information.

Recipient information: To, CC, BCC.

A banner containing a link to the complete archived item.

The first 1000 characters of the message body.

No list of attachments or links to attachments.

You can change the settings so that shortcuts contain as much information asyou require.

Note that the changes you make apply to shortcuts that are generated in thefuture, not to shortcuts that have already been created.

29Setting up Domino mailbox archivingConfiguring Domino targets, tasks and policies in Enterprise Vault

Details of custom shortcut content are held in the file, LotusShortcutText.txt,in the Enterprise Vault folder (for example C:\Program Files (x86)\EnterpriseVault). On a new installation, an English version of this file is placed in theEnterprise Vault folder. Language versions of the file are available in the languagefolders under Languages\ShortcutText.

To define custom shortcut content

1 Locate the required language version of the LotusShortcutText.txt file(under Languages\ShortcutText).

2 OpenLotusShortcutText.txtwith Windows Notepad. and make any requiredchanges to the file.

See Layout of LotusShortcutText.txt for Domino mailbox archivingon page 30.

3 Save the file as a Unicode file.

4 Copy the file to the Enterprise Vault program folder (for example C:\ProgramFiles (x86)\Enterprise Vault).

5 Copy the file to the Enterprise Vault program folder on all other EnterpriseVault servers in the Enterprise Vault Site.

6 If Domino Mailbox tasks are already created and running, you need to restartthem to pick up the changes.

To apply the new content to new shortcuts

1 Start the Administration Console and go to the Shortcut Content tab in theLotus Domino Mailbox Policy properties.

2 In the box beside Contentofshortcutbody, select Customize and then specifywhich options you want. Click Help on the tab for more information.

Layout of LotusShortcutText.txt for Domino mailbox archiving

LotusShortcutText.txt is laid out using the standard Windows .ini file format:

[Section]

Item1="value1"

Item2="value2"

You can change any of the values in the file. Remember to enclose each value inquotes.

The sections in LotusShortcutText.txt are as follows:

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The entries in this section are displayed in the banner at the top ofthe shortcut.

The entry that is used for the shortcut is the one that matches thearchived items Domino form or form alias.

Values in this section all have a space before the final quote. Thisspace separates the text from the link text.

[Archived text]

The entry in this section specifies the text in the banner that is a linkto the archived item.

[Link]

The Title entry in this section specifies the text immediately beforethe list of attachments.

The OLERemoved entry lets you define the string to display inshortcuts when an embedded OLE object has been removed. In thedefault entry, the placeholder {0} in the string is replaced with thenumber of removed OLE objects. The combined size of the OLE objectsis also displayed.

[Attachment table]

Domino mailbox archiving retention foldersThe Retention Folder feature enables you to create a single folder or a hierarchyof folders automatically in users' mail files. Enterprise Vault archives these foldersaccording to policies that you assign. If a user deletes any folders in the retentionfolder hierarchy, Enterprise Vault automatically recreates them.

You specify the retention folders and their retention categories in retention plans.You can create as many retention plans as you require.

You use Enterprise Vault provisioning groups to apply retention plans to mailfiles. Thus, different users can have different retention folders with the appropriateretention categories. You can also define a default retention plan that EnterpriseVault applies to all users for whom a specific plan is not defined.

If a user moves a retention folder, the folder does not retain the retention plansettings. Items that are archived in the future will be archived according to thepolicy that applies to the folder in its new location. Items that have already beenarchived from the folder are unaffected and retain the original retention category.

If a user creates a subfolder beneath a retention folder, that subfolder inheritsthe retention folder settings. For example, if you create a 'Projects' folder userscould then create a subfolder for each project. The subfolders would automaticallyuse the retention folder settings from the parent 'Projects' folder.

You create an XML file in which you define the retention plans. You then use theEVDominoRetentionPlans.exe command line tool to upload the XML file toEnterprise Vault.

31Setting up Domino mailbox archivingConfiguring Domino targets, tasks and policies in Enterprise Vault

See the section 'Domino Retention Plan Tool' in the Utilities manual for detailsof how to create Domino retention plans.

Configuring desktop policies for Domino mailbox archivingA Domino desktop policy defines the end user's experience when using theEnterprise Vault Lotus Notes client. It contains settings that determine theEnterprise Vault features and functionality that the client provides. You can createmultiple policies if you want different provisioning groups to use different policysettings. If you wish, you can create a custom desktop policy for each provisioninggroup.

The desktop policy settings include following options:

Show or hide Enterprise Vault menu options, such as Search, Store, Restore,and Delete.

Control the availability of Vault Cache and its maximum size.

Control advanced settings for Vault Cache.

A default Domino desktop policy is created in the Administration Console by theconfiguration wizard.

If you modify a desktop policy after setting up Domino mailbox archiving, thenyou need to synchronize the mailboxes using the button on the Synchronizationtab in the Domino Provisioning task properties.

To view and modify the properties of the default Domino desktop policy

1 Expand your Enterprise Vault site.

2 Click Policies > Domino > Desktop.

3 Right-click Default Domino Desktop Policy in the right pane and selectProperties. You can modify the properties of this policy, as required, andalso create new policies.

To create a new Domino desktop policy

1 In the Administration Console, expand your Enterprise Vault site and thenclick Policies > Domino > Desktop.

2 Right-click the Desktop container and select New > Policy to launch the newpolicy wizard.

3 The new policy is displayed in the right pane.

4 To adjust the policy properties, right-click the policy and select Properties.

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General tab (Domino desktop policy)Table 2-7 lists the settings on the General tab. These settings provide a name anddescription for the policy.

Table 2-7 Domino desktop policy General tab settings

Default valueDescriptionSetting

None.A name for the policy.Name

None, except in the case of anupgrade from Enterprise Vault2007, in which case thedescription indicates whichmailbox policy the desktop policysettings were copied from.

An optional description for thepolicy, which you can change asoften as you wish.

Description

Options tab (Domino desktop policy)The settings on the Options tab enable you to control the availability of EnterpriseVault menu options on the Domino clients.

The Enabled check box controls whether a feature is displayed as a menu option.

Table 2-8 describes the settings on this tab. See the help on the desktop policyproperties for more details on the effects of these settings.

Table 2-8 Domino desktop policy Options tab settings

Default valueDescriptionSetting

Enabled.Controls whether client users cansearch for archived items, byshowing or hiding the 'EnterpriseVault Search' menu option.

Search

Enabled.Controls whether client users canperform manual archiving andcancel pending operations. Showsor or hides the 'Enterprise VaultStore' and 'Enterprise VaultCancel' menu options.

Store and Cancel

Enabled.Controls whether client users canrestore items, by showing orhiding the 'Enterprise VaultRestore' menu option.

Restore

33Setting up Domino mailbox archivingConfiguring Domino targets, tasks and policies in Enterprise Vault

Table 2-8 Domino desktop policy Options tab settings (continued)

Default valueDescriptionSetting

Enabled.Controls whether client users candelete archived items and theircorresponding shortcuts, byshowing or hiding the 'EnterpriseVault Delete' menu option.

Delete

Vault Cache tab (Domino desktop policy)Table 2-9 describes the settings on the Vault Cache tab. These settings controlthe availability of Vault Cache, its maximum size and available features.

Table 2-9 Domino desktop policy Vault Cache tab settings

Default valueDescriptionSetting

Vault Cache is not available. Nonew Vault Caches are created.Users will have access to existingVault Caches, but no items will beadded.

If you make Vault Cache available,the default is to automaticallyenable Vault Cache.

Select this to make Vault Cacheavailable in this Enterprise Vaultsite. If this setting is cleared, nonew Vault Caches are created.Users will have access to existingVault Caches, but no items will beadded.

If you make Vault Cache available,additional settings enable you tochoose one of the following:

Automatically enable VaultCache for offline users.

Allow users to enable VaultCache by displaying the EnableVault Cache option from theTools button and on theActions > Tools menu.

Make Vault Cacheavailable for users

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Table 2-9 Domino desktop policy Vault Cache tab settings (continued)

Default valueDescriptionSetting

10% of the unused disk space.Use these settings to limit the sizeof Vault Caches, either as apercentage of unused disk space(calculated dynamically), or as asize in megabytes.

If a Vault Cache reaches thespecified size, the oldest items areautomatically deleted in order tomake room for new items. Thespace is not allocated until it isneeded.

Limit size of VaultCache

Advanced tab (Domino desktop policy)Table 2-10 briefly describes the settings on the Advanced tab, which provideadvanced settings for the policy. Information about each advanced setting is givenin the Administrator's Guide.

Table 2-10 Domino desktop policy Advanced tab settings

DescriptionSetting

Controls the category of settings that are displayed in the list. Thereis only one category:

Vault Cache

Information about each advanced setting is given in theAdministrators Guide.

List settings from

This returns all the settings in the list to their default values. Thereis a confirmation prompt that asks if you are sure you want to resetall the values.

Reset All

Enables you to change the value for the selected setting. You can alsodouble-click the setting to modify it.

Modify

A brief description of what each setting controls.Description

Targets tab (Domino desktop policy)Later, when you create provisioning groups to add mailboxes as archiving targets,you will assign the required Domino desktop policy to each group. The associatedprovisioning groups will then be displayed in the Targets page of the policy.

35Setting up Domino mailbox archivingConfiguring Domino targets, tasks and policies in Enterprise Vault

Creating a Domino Provisioning taskIf you did not request Enterprise Vault to create the Domino Provisioning task inthe New Domino Server wizard, you can create this task manually, as describedin this section. A separate Provisioning task is required for each domain.

To add a Domino Provisioning task

1 In the left pane of the Administration Console, expand the Site hierarchyuntil the Enterprise Vault Servers container is visible.

2 Expand the Enterprise Vault Servers container.

3 Expand the name of the server to which you want to add the DominoProvisioning task.

4 Right-click Tasks and, on the shortcut menu, click New and then DominoProvisioning Task.

The New Domino Provisioning Task wizard starts.

5 Work through the wizard.

Creating a Domino Mailbox taskIf you did not request Enterprise Vault to create the Domino Mailbox task in theNew Domino Server wizard, you can create this task manually, as described inthis section.

There can be only one Domino Mailbox task on an Enterprise Vault server. A singletask can process several Domino servers in different Domino domains.

A single Domino server can be processed by several Domino Mailbox tasks ondifferent Enterprise Vault servers; in this situation, the Domino mailbox archiveswould be distributed across multiple vault stores.

To add a Domino Mailbox task

1 In the left pane of the Administration Console, expand the Site hierarchyuntil the Enterprise Vault Servers container is visible.

2 Expand the Enterprise Vault Servers container.

3 Expand the name of the server to which you want to add the Domino Mailboxtask.

4 Right-click Tasks and, on the shortcut menu, click New and then DominoMailbox Task.

The New Domino Mailbox Task wizard starts.

5 Work through the wizard.

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Reviewing the default archiving settings for the Site when setting upDomino mailbox archiving

Check the default settings configured in the Enterprise Vault Site properties.

To review the Site settings

1 In the Administration Console, right-click your Enterprise Vault Site.

2 On the shortcut menu, click Properties.

3 Site properties include the following settings that are applicable to archivingfrom Domino servers. Note that you can override some of these at a lowerlevel. For example, you can override the Site archiving schedule for aparticular task by setting the schedule in the task properties. The indexinglevel can also be set at policy level and the default retention category can beset at provisioning group or policy level.

The Site alias and description.

The protocol and port to be used for Web Access applicationrequests, for example, when users perform an archive searchusing integrated or browser search.

A system message for users, if required.

A system message for administrators, if required.

General

The default level of indexing.

The default retention category.

Whether users can delete items from their archive. If youwant users to be able to delete items from their archives, youmust select the check box Users can delete items from theirarchives. The setting Enable recovery of user deleted itemsenables the retention of user-deleted items so thataccidentally-deleted items can be recovered.

Archive Settings

The schedule for running storage expiry to delete fromarchives any items that are older than the retention periodassigned.

Storage Expiry

If required, you can set limits on the size of archives here orin the vault store properties.

Archive UsageLimit

The schedule for running automatic, background archiving.Site Schedule

Performance counters for monitoring Enterprise Vault.Monitoring

37Setting up Domino mailbox archivingConfiguring Domino targets, tasks and policies in Enterprise Vault

4 Click Help on any of the Site properties screens for further information.

5 Now you can create provisioning groups for the mailboxes that are to bearchived.

Adding a Provisioning Group when setting up Domino mailbox archivingA provisioning group enables you to apply a Domino mailbox policy and a Dominodesktop policy to any of the following:

Individual users

A group of Domino mailbox users

A mail-in database

You can have a single provisioning group, comprising the whole corporatehierarchy, or multiple provisioning groups, if you want to assign different policiesto different groups of users.

You can select any of the following target types to associate with a provisioninggroup:

Directory group

Mailbox

Mail-in database

Organizational Unit

Corporate Hierarchy

Note: A mailbox must be added to a provisioning group, and mailboxes in theprovisioning group must be configured and enabled by the Domino Provisioningtask, before you can archive items from the mailboxes.

Note: Vault Cache is not available for mail-in databases. Enterprise Vault ignoresVault Cache policy settings in the case of mail-in databases.

If there are a large number of mailboxes, and automatic enabling of mailboxes isnot configured for the provisioning group, then there could be a delay in themailboxes being available to Enterprise Vault for enabling. If you do not want towait, you can force an update. To force an update, run the following commandsin the Domino server console:

LOAD UPDALL NAMES.NSF -T "($Users)"

LOAD UPDALL NAMES.NSF -T "($ServerConfig)"

Setting up Domino mailbox archivingConfiguring Domino targets, tasks and policies in Enterprise Vault

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LOAD UPDALL NAMES.NSF -T "($VIMGroups)"

LOAD UPDALL NAMES.NSF -T "($VIMPeople)"

LOAD UPDALL NAMES.NSF -T "($PeopleGroupsCorpHier)"

LOAD UPDALL NAMES.NSF -T "($Certifiers)"

To add a Provisioning Group

1 In the left pane of the Administration Console, expand Targets.

2 Expand the Domino domain that you added.

3 Right-click Provisioning Group and, on the shortcut menu, click New andthen Provisioning Group.

The New Provisioning Group wizard starts.

4 Work through the wizard to add a provisioning group.

You will need the following information:

The domain containing the Domino Servers that you want to archive.

The Domino desktop policy to apply.

The Domino mailbox policy to apply.

The default retention category to apply, when archiving from themailboxes. The wizard enables you to create a new retention category, ifrequired.

The default vault store in which the mailbox archives are to be created byEnterprise Vault. If mailboxes in the provisioning group areautomatically-enabled for archiving, the vault store will be used for anyfuture mailboxes added to the provisioning group.If you do not explicitly set the vault store for the provisioning group, thedefault vault store setting is inherited from the Domino Server properties.

Whether you want the Domino Provisioning task to enable new mailboxesfor archiving automatically.A new mailbox is one that is new to Enterprise Vault. When you first startusing Enterprise Vault, all the mailboxes are new. With auto-enabling set,all existing mailboxes are enabled when the Domino Provisioning tasknext runs. All mailboxes created in the future will also be enabled and theassociated archives created automatically.If auto-enabling is not selected, you use the Enable Mailbox wizard toenable the mailboxes for archiving. You can use the Disable Mailboxwizard to explicitly disable individual mailboxes. This prevents the mailboxbeing enabled automatically, so the mailbox is never archived unless youchoose to enable it.

39Setting up Domino mailbox archivingConfiguring Domino targets, tasks and policies in Enterprise Vault

See Enabling mailboxes for archiving after installing Domino mailboxarchiving on page 54.

Ordering provisioning groupswhen setting upDominomailboxarchivingIf you create multiple provisioning groups, the order in which they are listed issignificant; the groups are processed from the top of the list down. Mailboxes thatappear in more than one provisioning group use the settings from the first groupin which they appear.

Ensure that the most specific group is at the top of the list and the least specificis at the bottom.

To re-order provisioning groups

1 In Administration Console tree, right-click the ProvisioningGroup containerand select Properties.

2 Use Move Up and Move Down buttons to rearrange the groups.

Installing Enterprise Vault extensions for LotusNotesand DWA clients

This section describes the Enterprise Vault client functionality available for LotusNotes and DWA users, and how to install the necessary mail file design templatesto provide the functionality that you require.

About Enterprise Vault clients for Lotus Notes and DWA clientsThe Enterprise Vault functionality for Lotus Notes and DWA is provided by designchanges to the mail file. These design changes are applied using revised mailtemplates.

For Domino mail file users you can configure the following Enterprise Vault clientfeatures:

Enterprise Vault extensions for Lotus Notes.If you want users to have the Enterprise Vault client functionality available,you need to install the Enterprise Vault extensions for Lotus Notes on all thetarget Domino mail servers.

Enterprise Vault extensions for DWA.If you want users to have the Enterprise Vault client functionality availablein their DWA clients, you need to install the Enterprise Vault extensions forDWA on all the target DWA servers.

Setting up Domino mailbox archivingInstalling Enterprise Vault extensions for Lotus Notes and DWA clients

40

Enterprise Vault extensions for Lotus NotesThe Enterprise Vault Lotus Notes extensions have the following features:

All folders and views are updated with a new column to indicate archived, andarchive pending items with a special icon.

If the user double clicks an archived item, the contents are retrieved (providedthe associated Enterprise Vault mailbox policy is configured to retrieve theitem).

If an archived item has attachments, the paper clip icon is shown in all theviews and folders.

The following options are added to the Tools action bar menu in Notes 7 and tothe More action bar in Notes 8 and later:

Enterprise Vault Search. Opens the integrated search application.

EnterpriseVaultStore. This marks the item for archiving but it is only archivedat the next scheduled archiving run.

Enterprise Vault Cancel. Cancels previous store requests and removes thepending icon from the view.

EnterpriseVaultRestore. Restores the item back to the mail file. (This actionis synchronous).

Enterprise Vault Delete. Deletes the shortcut and the archived item, ifpermitted. (Like restore, this action is synchronous). A prompt enables usersto delete the shortcut or both the shortcut and the archived item.

Enterprise Vault Help. Opens the Enterprise Vault help database.

AboutEnterpriseVault. This shows version information and technical supportinformation for Enterprise Vault.

Each of these options can be performed on one or multiple items.

If a user attempts to reply to or forward a shortcut, the content of the archiveditem is included, if requested.

If a user attempts to use Copy Into a Memo, Calendar Item or To Do item from ashortcut document, the archived content is copied in, not the shortcut.

Enterprise Vault DWA client featuresEnterprise Vault DWA client provides similar functionality to the Enterprise Vaultextensions for Lotus Notes.

Note that, in order for users to be able to open archived signed or encrypted MIMEitems, there must be an SSL connection to the Enterprise Vault Domino Gateway.

41Setting up Domino mailbox archivingInstalling Enterprise Vault extensions for Lotus Notes and DWA clients

If there is no such connection, users receive the following message:

Unable to complete the current operation.

SSL is required for secure mail,

but is not enabled on Domino Server.

Please notify your administrator.

Installing Enterprise Vault client extensions for Lotus Notes and DWAclients

If users are to have full Enterprise Vault functionality available in their LotusNotes or DWA clients, then you need to install the Enterprise Vault clientextensions on each of the target Domino mail servers and DWA servers.

The client extensions are installed using the Lotus Notes application, SymantecEnterprise Vault version - Domino Installer (the filename of the Lotus Notesdatabase isEVinstall.nsf). During the Enterprise Vault installation, this databaseis installed in the Domino data directory of the Domino server on the EnterpriseVault Domino Gateway.

For both Enterprise Vault Domino Gateways and mail servers, if language packsare installed, EVInstall.nsf will install the required changes to support them.

Setting up an account to use EVInstall.nsf to set up an Enterprise VaultDomino Gateway

The account that will run EVInstall.nsf on the Enterprise Vault Domino Gatewaymust have permissions on a number of files, as described in this section. Notethat, depending on the Domino version, not all the files will be present.

In order to run EVInstall.nsf on the Enterprise Vault Domino Gateway, the accountmust have the following on the Enterprise Vault Domino Gateway:

The following permissions on the Security tab of the server document:

Sign agents to run on behalf of the invoker of the agent. If this setting isblank then this permission is already granted by default. If the setting isnot blank, add the name of the account.

Create databases & templates. If this setting is blank then this permissionis already granted by default. If the setting is not blank, add the name ofthe account. (This is not required if you choose the Full AccessAdministrator option.)

Create master templates. (This is not required if you choose the Full AccessAdministrator option.)

Setting up Domino mailbox archivingInstalling Enterprise Vault extensions for Lotus Notes and DWA clients

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One of the following:

Be a Full Access Administrator on the Enterprise Vault Domino Gateway.

Manager access to the following files:

Mail85.ntf

Mail8.ntf

Mail7.ntf

DWA7.ntf

EVAttach.ntf

EV\EVDomino.nsf

EVinstall.nsf

All the Enterprise Vault help files in the Domino server help folder:da_evhelp.nsf; de_evhelp.nsf; en_evhelp.nsf; es_evhelp.nsf;fr_evhelp.nsf; he_evhelp.nsf; it_evhelp.nsf; ja_evhelp.nsf; ko_evhelp.nsf;nl_evhelp.nsf; pl_evhelp.nsf; ru_evhelp.nsf; sv_evhelp.nsf;zh-cn_evhelp.nsf; zh-tw_evhelp.nsf.

If you intend to select the option to modify Domino Web Access formsfiles you also need Manager access to the following files:

Forms85.nsf

Forms8.nsf

Forms7.nsf

EVInstall.nsf will automatically add the LocalDomainAdmins group to the accesscontrol lists (ACLs) of the following files, with Manager access:

EVAttach.ntf

EVOffline.ntf

EV\EVDomino.nsf

EVinstall.nsf

Setting up an account to use EVInstall.nsf to set up a mail serverThe account that will use EVInstall.nsf to set up a mail server must havepermissions on a number of files, as described in this section. Note that, dependingon the Domino version, not all the files will be present.

In order to use EVInstall.nsf to set up a mail server, the account must have thefollowing permissions on the mail server:

43Setting up Domino mailbox archivingInstalling Enterprise Vault extensions for Lotus Notes and DWA clients

The following permissions set on the Security tab of the server document:

Sign agents to run on behalf of the invoker of the agent

Create master templates. (This is not required if you choose the Full AccessAdministrator option.)

One of the following:

Be a Full Access Administrator on the mail server.

Manager access to the following files:

Mail85.ntf

Mail8.ntf

Mail7.ntf

DWA7.ntf

If you intend to select the option to modify Domino Web Access formsfiles you also need Manager access to the following files:

Forms85.nsf

Forms8.nsf

Forms7.nsf

Granting Execution Control List permissions when setting up LotusNotes and DWA clients

You must grant ECL permissions so that users do not receive Execution SecurityAlerts when they use the Enterprise Vault client.

You must grant permissions to the following accounts:

The account that you use to run EVInstall.nsfSee Granting permissions to the account that will run EVInstall.nsfon page 45.

The Enterprise Vault Domino Gateway server accountSee Granting permissions to the Enterprise Vault Domino Gateway serveraccount on page 45.

If you intend to run NSF Migration, the Domino archiving user account.See Granting permissions to the archiving user account on page 45.

Each user who will use Vault Cache.See Granting permissions to users of Vault Cache on page 45.

Setting up Domino mailbox archivingInstalling Enterprise Vault extensions for Lotus Notes and DWA clients

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Granting permissions to the account thatwill run EVInstall.nsfThe account that runs EVInstall.nsf requires the following:

Ability to export data

Ability to modify other databases

Ability to read other databases

Ability to send mail

Access to current database

Access to environment variables

Access to external code

Access to file system

Granting permissions to theEnterpriseVault DominoGatewayserver accountThe Enterprise Vault Domino Gateway server account requires the following:

Access to current database

Granting permissions to the archiving user accountFor NSF Migration and for retention folders the Domino archiving user accountrequires the following:

Access to current database

Granting permissions to users of Vault CacheYou must grant the following ECL permissions to Vault Cache users:

Access to current database

Access to environment variables

Ability to read other databases

Ability to modify other databases

Access to external code

Installing the Lotus Notes and DWA client extensionsNow you can install the Lotus Notes and DWA extensions on the Enterprise Vaultand a target Domino mail server, as described in this section.

45Setting up Domino mailbox archivingInstalling Enterprise Vault extensions for Lotus Notes and DWA clients

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

For the full details of supported versions of Domino software and the requiredhotfixes, see the Enterprise Vault Compatibility Charts book at the followingaddress:

http://www.symantec.com/docs/TECH38537

Note: If the forms databases have replication enabled, the changes that EVIinstallmakes are replicated to all Domino mail servers. To prevent the replication toother mail servers, disable the replication of the Forms7.nsf, Forms8.nsf, andForms85.nsf databases before you run EVInstall.nsf.

To run EVInstall.nsf to configure standard mail templates

1 Log on to Lotus Notes with the user ID that will run the EVInstall.nsf.

2 Sign EVInstall.nsf.

3 Open the Symantec Enterprise Vault version - Domino Installer application(EVInstall.nsf).

4 In the application page, select the Enterprise Vault Domino Gateway andtarget Domino mail server.

5 If iNotes (DWA) is required, select Domino Web Access Forms Files.

6 Click InstallSymantecEnterpriseVaultversiondatabasedesigntemplatesto start the process.

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

7 When the update is complete, double-click each log line in the lower pane ofthe window and check that there were no errors reported.

8 If you want to do so, you can now use EVInstall.nsf to add Enterprise Vaultcustomizations to a customized template.

See To run EVInstall.nsf to modify a customized database template or mail-indatabase template on page 47.

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http://www.symantec.com/docs/TECH38537

To run EVInstall.nsf tomodify a customized database template ormail-in databasetemplate

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

See To run EVInstall.nsf to configure standard mail templates on page 46.

2 Log on to Lotus Notes with the user ID that will run EVInstall.nsf.

3 Open the Symantec 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 youwant to modify.

6 Next to Template file name, enter the name of the template. Click Browse ifyou want to select from the list of available templates.

7 In the Originalmail templateonwhich this template isbased list, select thetype of template that was originally used to create the template that you haveselected. For example, if the template was created from mail7.ntf, selectmail7.ntf.

8 In the Originalserverversionofbasetemplate list, select the Domino versionof the server from which the original mail template came. For example, if theoriginal template was on a Domino 7.0.1 server, select 7.0.1.

9 Click Add Enterprise Vault Customizations to apply the Enterprise Vaultcustomizations to the template that you have chosen.

Changes made by EVInstall.nsf when setting up Domino mailboxarchiving

This section describes the changes made by EVInstall.nsf.

EVInstall.nsf changes on aDomino8.5 Enterprise Vault DominoGatewayTable 2-11 describes changes made by EVInstall.nsf.

47Setting up Domino mailbox archivingInstalling Enterprise Vault extensions for Lotus Notes and DWA clients

Table 2-11 EVInstall.nsf changes on a Domino 8.5 Enterprise Vault DominoGateway

CommentsMasterTemplate

File

This is the mail template for Enterprise Vault DominoGateway servers running Domino 8.5. It is a newdatabase template; mail85.ntf still exists and anyprevious customizations to mail85.ntf are applied toevdg_mail85.ntf.

The master template name of theevdg_mail85.ntfis EVDGR85Mail.

EVDGR85Mailevdg_mail85.ntf

This is the DWA forms database that is used byDomino 8.5 servers. For this database, the EnterpriseVault changes are inserted into the existing databaseinstead of creating a new forms database.

forms85.nsf

Installed by the Enterprise Vault installation. It isused to display archived attachments in a separatewindow when the user clicks a link in a shortcut. Thisfile must be signed. EVInstall.nsf has an option toperform the signing.

evattach.ntf

This is the template that Enterprise Vault uses tocreate Vault Cache databases. This file is installedautomatically when you run EVInstall.nsf. This filemust be signed. EVInstall.nsf has an option to performthe signing.

EVOffline.ntf

The Domino Web Server Configuration database(domcfg.nsf) is a database that can containcustomized logon forms that will be displayed whenusing single sign-on. This database is created on theEnterprise Vault Domino Gateway server so that acustomized logon form can be displayed for searchingDomino mailbox archives.

domcfg.nsf

Installed by the Enterprise Vault installation. Thisfile must be signed. EVInstall.nsf has an option toperform the signing.

EV\evdomino.nsf

Installed by the Enterprise Vault installation andsigned by EVInstall.nsf.

\help\*_evhelp.nsf

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EVInstall.nsf changes on a Domino 8.5 mail serverEVInstall.nsf changes on a Domino 8.5 mail server describes changes made byEVInstall.nsf.

Table 2-12 EVInstall.nsf changes on a Domino 8.5 mail server

CommentsMasterTemplate

File

This is the mail template for Domino 8.5 servers. It isa new database template;mail85.ntf still exists andany previous customizations to mail85.ntf are appliedto ev_mail85.ntf.

The master template name of the ev_mail85.ntfis EVR85Mail.

EVR85Mailev_mail85.ntf

This is the iNotes forms database that is used byDomino 8.5 servers. For this database, the EnterpriseVault changes are inserted into the existing databaseinstead of creating a new forms database.

forms85.nsf

EVInstall.nsf changes on a Domino 8 mail serverTable 2-13 describes changes made by EVInstall.nsf.

Table 2-13 EVInstall.nsf changes on a Domino 8 mail server

CommentsMasterTemplate

File

This is the mail template for Domino 8 servers. It is anew database template; mail8.ntf still exists andany previous customizations to mail8.ntf are appliedto ev_mail8.ntf.

The master template name of the ev_mail8.ntf isEVR8Mail.

EVR8Mailev_mail8.ntf

This is the DWA forms database that is used byDomino 8 servers. For this database, the EnterpriseVault changes are inserted into the existing databaseinstead of creating a new forms database.

forms8.nsf

EVInstall.nsf changes on a Domino 7.0.x mail serverTable 2-14 describes changes made by EVInstall.nsf.

49Setting up Domino mailbox archivingInstalling Enterprise Vault extensions for Lotus Notes and DWA clients

Table 2-14 EVInstall.nsf changes on a Domino 7.0.x mail server

CommentsMasterTemplate

File

This is the mail template for Domino 7.0.x servers. Itis a new database template; mail7.ntf still existsand any previous customizations to mail7.ntf areapplied to ev_mail7.ntf.

The master template name of the ev_mail7.ntf isEVR7Mail.

EVR7Mailev_mail7.ntf

This is the DWA mail template for Domino 7.0.xservers. It is a new database template; dwa7.ntf stillexists and any previous customizations to dwa7.ntfare applied to ev_dwa7.ntf.

The master template name of the ev_dwa7.ntf isEVdwa7, and EVdwa7 inherits its design fromEVR7Mail (ev_mail7.ntf).

EVdwa7ev_dwa7.ntf

This is the DWA forms database that is used byDomino 7.0 servers. For this database, the EnterpriseVault changes are inserted into the existing databaseinstead of creating a new forms database.

forms7.nsf

Completing the installation of the Lotus Notes and DWA extensionsThis section describes how to check the installation and deploy the Lotus Notesand DWA extensions to target Domino mail servers.

To complete template installation

1 On the Enterprise Vault Domino Gateway and the Domino mail server wherethe database design templates were created, run the Designer task to updatethe Enterprise Vault design templates with design elements inherited fromtheir corresponding master templates. To do this, type, in the server console,the command that is appropriate to your system, as follows:

On a Domino 8.5 Enterprise Vault Domino Gat