Installing the forms

You can install the forms from Microsoft Outlook using a mailbox that has Owner permissions for the folder in the Organization Forms Library. Do this on the computer where you have installed the Microsoft Exchange forms from the Enterprise Vault kit, typically the Enterprise Vault server.

Note:

When upgrading or reinstalling the Enterprise Vault forms, always uninstall the existing copies first, rather than installing the new forms on top of the existing copies.

Users can access the new forms when they have installed the Enterprise Vault Outlook Add-Ins.

To install the forms

  1. On the Outlook Tools menu, click Options.

  2. Click the Other tab.

  3. Click Advanced Options.

  4. Click Custom Forms.

  5. Click Manage Forms.

  6. On the right-hand side of the dialog box, click the Set button.

  7. Click Forms Library and select the name of your forms library. Click OK.

  8. Click the Install button.

  9. Select the Languages\Forms subfolder in the Enterprise Vault Program folder.

  10. Select the language folder that is appropriate to the language of the forms you want to install.

  11. Change the Files to type filter to Form Message (*.fdm)

  12. Double-click EVPendingArchive.fdm and review the displayed properties to check that this is the Enterprise Vault Archive Pending Item.

  13. Click OK.

  14. Click the Install button.

  15. Change the Files to type filter to Form Message (*.fdm).

  16. Double-click EVShortcut.fdm and review the displayed properties to check that this is the Enterprise Vault Shortcut.

  17. Click OK.

  18. Click the Install button.

  19. Change the Files to type filter to Form Message (*.fdm).

  20. Double-click EVPendingRestore.fdm and review the displayed properties to check that this is the Enterprise Vault Restore Pending Item.

  21. Click OK.

  22. Click the Install button.

  23. Change the Files to type filter to Form Message (*.fdm).

  24. Double-click EVPendingDelete.fdm and review the displayed properties to check that this is the Enterprise Vault Delete Pending Item.

  25. Click OK.