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By default, Enterprise Vault 9.0 deploys the Exchange Server forms to users' computers automatically.
The Exchange Server forms in Enterprise Vault 9.0 are functionally the same as the forms that are in Enterprise Vault 8.0. There is no requirement for you to upgrade existing Enterprise Vault 8.0 forms.
If you upgrade from Enterprise Vault 2007 to Enterprise Vault 8.0 and then immediately to Enterprise Vault 9.0, note that the upgrade from Enterprise Vault 2007 to Enterprise Vault 8.0 changed the desktop policy. The upgrade set the desktop policy Advanced setting Deploy Forms Locally to Always. This policy change means that the Enterprise Vault Outlook Add-Ins automatically install the Enterprise Vault forms into users' local forms libraries. The new forms are not installed until you upgrade users' Outlook Add-Ins.
If you decide to upgrade the forms that are in the Organization Forms Library, follow the instructions in the "Distributing Exchange Server Forms" chapter of Setting up Exchange Server Archiving.
Note the following:
When you upgrade or reinstall the Enterprise Vault
forms EVPendingArchive.fdm,
EVShortcut.fdm, EVPendingDelete.fdm, and EVPendingRestore.fdm, always uninstall the
existing copies first. Do not install the new forms on top of the
existing copies.
You can configure clients to download the forms automatically into personal forms libraries.