About upgrading Exchange Server forms

By default, Enterprise Vault 8.0 SP4 deploys the Exchange Server forms to users' computers automatically.

If you have forms in your Organization Forms Library you do not need to upgrade them if either of the following is true:

You have upgraded from Enterprise Vault 2007.
You have upgraded from any version of Enterprise Vault 8.0 and you have not changed the default behavior.

The upgrade from Enterprise Vault 2007 to Enterprise Vault 8.0 SP4 automatically sets the desktop policy Advanced setting Deploy Forms Locally to Always. This 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.

You must upgrade the forms that are in the Organization Forms Library if you change Deploy Forms Locally to Never, Delete, or When no Org Forms.

If you do need 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.