Enterprise Vault 9 Upgrade Instructions

• About this guide
  • Introducing this guide
  • Where to get more information about Enterprise Vault
  • Comment on the documentation
• Before you begin
  • Server upgrade paths
  • Documentation
• Points to note before upgrading
  • Changes to prerequisite software
  • Supported versions of Enterprise Vault in Compliance Accelerator and Discovery Accelerator environments
  • Exchange Server 2010 support
  • Upgrading Enterprise Vault Outlook Add-Ins
    • Virtual Vault may be enabled automatically
  • Changes to Vault Cache advanced settings and Outlook Add-Ins registry values
  • Enterprise Vault Reporting and FSA Reporting changes
    • Consolidation of archived item metadata
    • Changed Enterprise Vault Reporting reports
    • Support for multiple FSA Reporting databases
    • Enhanced FSA Reporting proxy server support
    • FSA Reporting data collection changes
      • Data collection is turned off for duplicate files reports
      • Changed parameter values for the inactive files reports and the largest files report
    • FSA Reporting is disabled for a file server if the domain name is not resolved
    • Troubleshooting Enterprise Vault Reporting and FSA Reporting
• Steps to upgrade your system
  • Overview of the upgrading process
• Enterprise Vault server preparation
  • About server preparation
  • Backing up the system
    • Backing up Enterprise Vault data
    • Backing up changed language files
  • Running the Deployment Scanner
  • Setting database permissions
  • Allowing the MSMQ queues to empty
  • Checking the archiving and expiry schedules
• Single server: installing the Enterprise Vault server software
  • Installing on a single server
  • Starting the Directory service
  • Starting the Storage service
• Multiple servers: installing the Enterprise Vault server software
  • Installing on multiple servers
  • Starting the Directory service
  • Starting the Storage service on all servers
  • Starting all Enterprise Vault services on other servers
• Veritas cluster: installing the Enterprise Vault server software
  • Veritas cluster: installing the Enterprise Vault 9.0 software
  • Starting Enterprise Vault services
  • Starting the Storage service on all servers
  • Starting all Enterprise Vault services on other servers
• Microsoft cluster: installing the Enterprise Vault server software
  • Microsoft cluster: installing the Enterprise Vault 9.0 software
  • Starting Enterprise Vault services
  • Starting the Storage service on all servers
  • Starting all Enterprise Vault services on other servers
• Extra configuration tasks
  • About the extra configuration tasks
  • Upgrading MOM and SCOM
  • Extra configuration for servers with no Internet connection
  • Enabling device-level sharing for EMC Centera partitions
• Upgrading Enterprise Vault Reporting
  • About upgrading Enterprise Vault Reporting
  • Running the Enterprise Vault Reporting Configuration utility
  • Synchronization of roles-based security
• Upgrading Exchange Server forms
  • About upgrading Exchange Server forms
• Upgrading Exchange Journal archiving filters
  • About support for Exchange Server 2010 journal reports
• Upgrading Domino mailbox archiving
  • Domino clients required for installation
  • Preparing to upgrade Domino archiving
  • Upgrading Domino mailbox archiving
  • Granting the Domino archiving user access to mail files
  • Identifying internal mail recipients
  • Checking the custom filter rules
  • Minimizing the potential performance effects of shortcut deletion
• Upgrading the FSA Agent on Windows file servers
  • About upgrading the FSA Agent on Windows file servers
  • Upgrading FSA services that are clustered for high availability
  • Upgrading the FSA Agent using the Install FSA Agent wizard
  • Upgrading the FSA Agent manually
• Upgrading the FSA metadata
  • About upgrading the FSA metadata
• Upgrading OWA and RPC Extensions
  • About upgrading OWA and RPC Extensions
  • Upgrading Enterprise Vault OWA 2007 Extensions
  • Upgrading Enterprise Vault OWA 2003 Extensions
    • Creating evservers.txt
    • OWA 2003: Installing the Enterprise Vault OWA 2003 Extensions
  • Upgrading Enterprise Vault OWA 2000 Extensions
    • Creating evservers.txt
    • OWA 2000: Installing the Enterprise Vault OWA 2000 Extensions
• Upgrading SharePoint Server components
  • About upgrading the SharePoint components
  • Upgrading the Enterprise Vault SharePoint components