Storing items manually

Enterprise Vault performs automatic archiving in the background, and does not require any action from you. However, there may be occasions when you want to store one or more items in your vault manually. You can store items manually if your administrator has set up Enterprise Vault to permit it.

You can use the Enterprise Vault options in Outlook to store items. You can also move or copy items to your Virtual Vault to store them. If you store an item by moving or copying it into your Virtual Vault, you cannot cancel the archiving operation.

To store items from an Exchange managed folder, you must use the Enterprise Vault options. You can only store these items if your administrator has enabled archiving of Exchange managed folders. Note that you cannot modify the contents of Exchange managed folders in your Virtual Vault.

The vault, retention category, and settings in the first procedure that is described here apply to all the selected items. If any of these settings is unavailable, your administrator has locked it.

To store items using Enterprise Vault options

In your mailbox, select one or more items to store.
Click Store in Vault on the toolbar or, on the Tools menu, click Enterprise Vault > Store in Vault.
Click the Vault arrow, and then select the vault in which to store the items.
Click the Retention Category Name arrow, and then select a retention category.

Check or uncheck the following settings:

Delete original items after storing

Deletes the original item from your mailbox after it has been stored. We recommend that you select this option to keep as much free space as possible in your mailbox.

If you also select Create shortcuts to stored items, an Enterprise Vault shortcut to the original item is created when the item has been stored. The original is deleted from your mailbox. You can view or restore the original item from the Enterprise Vault shortcut.

Create shortcuts to stored items

Specifies whether an Enterprise Vault shortcut to each of the stored items is created.

Click OK.

To store items using Virtual Vault

Select one or more items to store.
Use any of the normal Outlook actions to move or copy the items into your Virtual Vault.

For example, you can store the items in the following ways:
- To move the items, drag them into the Virtual Vault folder where you want to store them. Or right-click them, and then click Move to Folder and select a Virtual Vault folder in the Move Items dialog box.
- To copy the items, hold down Ctrl and drag them into the Virtual Vault folder where you want to store them.