DocAve 6 Vault. User Guide. Service Pack 10, Cumulative Update 1 Issued April The Enterprise-Class Management Platform for SharePoint Governance

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1 DcAve 6 Vault User Guide Service Pack 10, Cumulative Update 1 Issued April 2018 The Enterprise-Class Management Platfrm fr SharePint Gvernance

2 Table f Cntents What s New in this Guide... 3 Abut DcAve Vault... 4 Cmplementary Prducts... 4 Submitting Dcumentatin Feedback t AvePint... 5 Befre Yu Begin... 6 AvePint s Testing Plicy and Envirnment Supprt... 6 Supprted Sftware Envirnments... 6 Supprted Hardware... 6 Supprted Backup and Recvery... 7 Ntable Envirnment Exceptins... 7 Cnfiguratin... 7 Agents... 7 Required Permissins... 7 Lcal System Permissins... 8 Getting Started Launching Vault Navigating DcAve User Interface Overview Setting Up a Vault Prfile Cnfiguring the Prcessing Pl Cnfiguring the Exprt Lcatin Cnfiguring Vault Filters Cnfiguring Vault Prfiles Applying and Running Vault Prfiles Checking a Jb Status Exprted Cntent Flders Exprted Cntent Flders Integrated with Autnmy Exprted Cntent Flders Integrated with Cncrdance DcAve 6 Vault 1

3 Managing Vault Prfiles Viewing, Editing, and Deleting Prfiles in Prfile Manager Inheriting and Stp Inheriting Helpful Ntes fr Using Inheriting Helpful Ntes fr Using Stp Inheriting Retracting a Vault Prfile Remving Vault Prfiles Appendix A: Vault Custmizatin Table Appendix B: Examples f Vault Filters Ntices and Cpyright Infrmatin DcAve 6 Vault 2

4 What s New in this Guide General imprvements fr enhanced functinality. DcAve 6 Vault 3

5 Abut DcAve Vault DcAve Vault allws yu t exprt SharePint cntent and accmpanying metadata infrmatin, at any desired bject level (frm Web applicatin dwn t list) t an external strage system. The tls available in DcAve Vault prvide the fllwing benefits: Secure and encrypted archiving Archived cntent with granularity and fidelity maintained Cntinual data cllectin Scheduled archiving Externalized archiving Integrated with Autnmy and Cncrdance sftware, the data exprted by Vault can als be managed in the Autnmy and Cncrdance platfrms. *Nte: DcAve Vault nly supprts SharePint 2010 and SharePint 2013 n-premises. Cmplementary Prducts Many prducts and prduct suites n the DcAve 6 platfrm wrk in cnjunctin with ne anther. The fllwing prducts are recmmended fr use with Vault: DcAve Cnnectr fr cllabrating upn netwrk file shares and clud strage resurces directly thrugh SharePint withut migratin. Cnnected cntent appears as nrmal SharePint cntent, and can be leveraged exactly as if it were residing within a SharePint dcument library. DcAve Cntent Manager fr SharePint fr restructuring r mving SharePint cntent. DcAve Reprt Center fr SharePint t examine pain pints in the SharePint infrastructure and reprt n SharePint user behavir and changes. DcAve Data Prtectin fr setting backup and recvery pints prir t adjusting SharePint gvernance plicies in this prduct. DcAve Replicatr t perfrm live r event-driven, as well as scheduled r ffline replicatin. Synchrnizatin and management f all cntent, cnfiguratins, and securities is perfrmed with full fidelity. DcAve 6 Vault 4

6 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. DcAve 6 Vault 5

7 Befre Yu Begin Refer t the sectins fr system and farm requirements that must be in place prir t installing and using DcAve Vault. AvePint s Testing Plicy and Envirnment Supprt Supprted Sftware Envirnments AvePint is cmmitted t testing against all majr versins and service packs f SharePint as well as the latest versins f Windws Server and SQL Server, as Micrsft annunces supprt and cmpatibility. *Nte: AvePint des nt recmmend r supprt installing DcAve n client perating systems. Supprted Hardware AvePint is cmmitted t maintaining a hardware agnstic platfrm t ensure that DcAve perates n cmmn Windws file sharing and virtualizatin platfrms. T ensure that DcAve is hardware agnstic, AvePint tests hardware that is intended t supprt SharePint and DcAve infrastructure, strage targets, and hardware-based backup and recvery slutins, as supprted by AvePint s partnerships. AvePint directly integrates with the fllwing platfrms: any Net Share, FTP, Amazn S3, AT&T Synaptic, Bx, Caring Strage, Cleversafe, DELL DX Strage, Drpbx, EMC Atms, EMC Centera, Ggle Drive, HDS Hitachi Cntent Platfrm, IBM Spectrum Scale Object, IBM Strwize Family, Micrsft Azure Strage, NetApp Data ONTAP, NFS, OneDrive, Rackspace Clud Files, and TSM. All ther hardware platfrms that supprt UNC addressable strage devices are supprted. *Nte: AvePint has ended the test and develpment fr Caring Strage and DELL DX Strage in DcAve since DcAve 6 SP7 CU1, as the prviders f these tw platfrms have stpped the platfrm maintenance. *Nte: Due t changes in the IBM Tivli Strage Manager API, DcAve 6 Service Pack 6 and later versins require that TSM Client versin is installed n the Cntrl Service and Media Service servers. *Nte: Mst f the hardware partnerships referenced in this guide are intended t make use f advanced functinality (such as snapsht mirrring, BLOB snapshts, indexing, lng-term strage, WORM strage, etc.), and are nt indicatins that any changes t the prduct are required fr basic supprt. In mst cases, hardware can be supprted with n change t the prduct. DcAve 6 Vault 6

8 Supprted Backup and Recvery DcAve supprts BLOB backup strage accrding t the list f hardware platfrms abve. BLOB snapsht functin, hwever, is currently nly supprted n OEM versins and NetApp hardware. DcAve supprts SQL cntent and Applicatin database backups via the SharePint Vlume Shadw Cpy Service (VSS) n all Windws and SQL server platfrms listed abve. DcAve als supprts snapsht-based SharePint VSS n all hardware listed abve where the hardware partner has certified supprt with Micrsft. DcAve supprts applicatin and cnfiguratin server backups fr all the supprted sftware envirnments listed abve. DcAve 6 SP5 r later supprts VM backup via Hyper-V/VMWare fr the fllwing perating systems: Windws Server 2008 R2, Windws Server 2012, Windws Server 2012 R2, and Micrsft Hyper-V Server 2012 R2. Ntable Envirnment Exceptins The fllwing are ntable exceptins t the supprted DcAve envirnments. The fllwing represent envirnment level supprt infrmatin, nt feature level supprt. Feature level supprt, specific t each feature, is described thrughut this guide where applicable. DcAve Vault nly supprts SharePint 2010 and SharePint 2013 n-premises. Cnfiguratin In rder t use DcAve Vault, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. Vault will nt functin withut DcAve 6 present n the farm. Agents DcAve Agents are respnsible fr running DcAve jbs and interacting with the SharePint bject mdel. DcAve Agents enable DcAve Manager t cmmunicate with the respective servers, allwing fr Vault cmmands t functin prperly. *Nte: The use f system resurces n a server increases when the installed agent is perfrming actins. This may affect server perfrmance. Hwever, if the agent installed n a server is nt being used, the use f system resurces is very lw and, therefre, the effect n server perfrmance is negligible. Fr instructins n installing the DcAve Platfrm, DcAve Manager, and DcAve Agents, see the DcAve 6 Installatin Guide. Required Permissins T install and use Vault prperly, ensure that the Agent Accunt has the fllwing permissins. Lcal System Permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically DcAve 6 Vault 7

9 cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Vault; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full Cntrl t all znes f all Web applicatins via User Plicy fr Web Applicatins User Prfile Service Applicatin permissins fr SharePint 2010: Use Persnal Features Create Persnal Site Use Scial Features User Prfile Service Applicatin permissins fr SharePint 2013: Create Persnal Site (required fr persnal strage, newsfeed, and fllwed cntent) Fllw Peple and Edit Prfile Use Tags and Ntes Managed Metadata Service Term Stre Administratr Business Data Cnnectivity Service Full Cntrl Search Service Full Cntrl User Prfile Service Administratr and Full Cntrl Managed Metadata Service Administratr and Full Cntrl SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Vault; they are nt autmatically cnfigured. Database Rle f db_wner fr all f the databases related with SharePint, including Cntent Databases, SharePint Cnfiguratin Database, and Central Admin Database. Lcal System Permissins Sme lcal system permissins are autmatically cnfigured during DcAve 6 installatin. The user will be set up as a member f the fllwing lcal grups: DcAve 6 Vault 8

10 IIS WPG (fr IIS 6.0) r IIS IUSRS (fr IIS 7.0) Perfrmance mnitr users DcAve users (the grup is created by DcAve autmatically; it has the fllwing permissins): Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\SOFTWARE\AvePint\DcAve6 Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\System\CurrentCntrlSet\Services\EventLg Full Cntrl t the Cmmunicatin Certificate Permissin f Lg n as a batch jb (it can be fund within Cntrl Panel > Administrative Tls > Lcal Security Plicy > Security Settings > Lcal Plicies > User Rights Assignment) Full Cntrl Permissin fr DcAve Agent installatin directry DcAve 6 Vault 9

11 Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with Vault. Launching Vault T launch Vault and access its functinality, lg nt DcAve. If yu are already in the sftware, click the DcAve tab. 1. Frm the DcAve tab, click Cmpliance t view the cmpliance mdules. 2. Click Vault t launch this mdule. Figure 1: DcAve Vault launch windw. DcAve 6 Vault 10

12 Navigating DcAve DcAve mimics the lk and feel f many Windws prducts, making fr an intuitive and familiar wrking envirnment. While there are many windws, pp-up displays, and messages within DcAve prducts, they share similar features and are navigated in the same ways. Belw is a sample windw in DcAve. It features a familiar, dynamic ribbn, and a searchable, cntent list view. Figure 2: Navigating DcAve. 1. Ribbn Tabs Allws users t navigate t the DcAve Welcme page and within the active mdule. 2. Ribbn Panes Allws users t access the functinality f the active DcAve mdule. 3. Manage clumns ( ) Allws users t manage which clumns are displayed in the list. Click the manage clumns ( ) buttn, and then select the checkbx next t the clumn name in the drp-dwn list. 4. Hide the clumn ( ) Allws users t hide the selected clumn. 5. Search Allws users t search the List View pane fr a keywrd r phrase. Yu can select Search all pages r Search current page t define the search scpe. *Nte: The search functin is nt case sensitive. 6. Management Pane Displays the actinable cntent f the DcAve mdule. DcAve 6 Vault 11

13 User Interface Overview The Vault interface launches with the Hme tab active. This tab displays yur farm envirnment and allws fr quick access t a list f Vault features. Figure 3: Vault User Interface. 1. The ribbn shws the available actins and wizards fr the selected ndes. This cntent is dynamic; it will ften change depending n what is selected n the SharePint tree. 2. The SharePint tree (Scpe panel) displays all cntent within yur farms (SharePint 2010 farms and SharePint 2013 farms). Use this panel t select the cntent that yu want t perfrm actins n. Selecting cntent ften reveals new tabs and functinality n the ribbn. 3. The landing page displays the brief instructins f Vault and the settings, guiding yu t quickly start a Vault jb. DcAve 6 Vault 12

14 Setting Up a Vault Prfile A Vault Prfile, which cntains the Prcessing Pl and Exprt Lcatin settings, must be cnfigured prir t setting up a Vault jb. If yu want t use Vault filters in a Vault prfile, cnfigure the filters prir t setting up a Vault jb. Refer t the instructins belw t cnfigure a Vault Prfile. *Nte: By default, all f the cntents under a Web applicatin r a site cllectin are exprted nce a Vault prfile is applied and run. Cnfiguring the Prcessing Pl The Prcessing Pl feature allws yu t cntrl the maximum number f Vault jbs that can be run by an agent at the same time. Nrmally, a Vault jb is fairly resurce-intensive, s running multiple vault jbs simultaneusly may affect the perfrmance f the server. T avid such a situatin, cnfigure the Prcessing Pl feature. Vault jbs that are added int the Prcessing Pl becme threads. The number f jbs that yu allw in the Prcessing Pl is the maximum number f Vault jbs that can be run simultaneusly by an agent. The remaining Vault jbs are placed in a queue. Each SharePint farm has ne default prcessing pl named Default_Farm(Farm Name). The number f threads set in this pl is 5. T create a new prcessing pl, cmplete the fllwing steps: 1. Click Prfile Manager frm the Prfile Management grup. The Prfile Manager tab appears. 2. Click Prcessing Pl frm the Settings grup. The Prcessing Pl tab appears. 3. Click Create frm the Manage grup n the Prcessing Pl tab. The Create a New Prcessing Pl page appears. Cnfigure the fllwing settings t create a new prcessing pl: Prcessing Pl Name Enter a Name and an ptinal Descriptin fr the prcessing pl. Farm Select a Farm frm the drp-dwn list where the prcessing pl will be used. Agent Grup Select an Agent Grup frm the drp-dwn list. The agents in the specified agent grup are used by this Prcessing Pl t perfrm the Vault jbs. Fr mre infrmatin abut creating agent grups, refer t the DcAve 6 Cntrl Panel Reference Guide. DcAve 6 Vault 13

15 Maximum Number f Jbs Specify the maximum number f the cncurrent jbs fr this prcessing pl. Fr example, if yu enter 8 in this field, as many as eight Vault jbs can be run simultaneusly by an agent. After cmpleting the cnfiguratins, the created prcessing pl will be listed n the Prcessing Pl page. T edit an existing prcessing pl, select ne pl frm the Prcessing Pl tab and click Edit in the Manage grup n the Prcessing Pl tab. T delete the existing prcessing pls, select ne r mre pls frm the Prcessing Pl tab and click Delete in the Manage grup n the Prcessing Pl tab. Cnfiguring the Exprt Lcatin The exprt lcatin allws yu t cnfigure lcatins using the Universal Naming Cnventin (UNC) path where yu want t stre the exprted items and dcuments by Vault. Fr mre infrmatin n creating exprt lcatins, refer t the DcAve 6 Cntrl Panel Reference Guide. Cnfiguring Vault Filters Vault filters allw yu t select specific bjects r data within the SharePint level: Site Cllectin, Item, and Dcument. T create a new filter, cmplete the fllwing steps: 1. Click Prfile Manager frm the Prfile Management grup. The Prfile Manager tab appears. 2. Click Vault Filter Manager frm the Settings grup. The Vault Filter Manager tab appears. 3. Click Create frm the Manage grup n the Vault Filter Manager tab. The Create a New Vault Filter page appears. Cnfigure the fllwing settings t create a new filter: Vault Filter Name Enter a Name and an ptinal Descriptin fr the filter. Farm Selectin Select a Farm frm the drp-dwn list t specify the filter scpe f the filter. Criteria Select specific bjects r data within the SharePint level: Site Cllectin, Item, and Dcument. Each level has a unique set f rules that can be applied t enhance cnfiguratins. Refer t Appendix B: Examples f Vault Filters fr examples f the filters that users can cnfigure. Click Add a Filter Level Grup t add a new rule f the specified level and then click Add a Criterin t add criteria fr the new rule by DcAve 6 Vault 14

16 cmpleting the fields belw, and select the delete buttn ( the rule that is n lnger needed. ) t remve Rule Select the new rule yu want t create frm the drp-dwn list. Cnditin Select the cnditin fr the rule. Value Enter a value yu want the rule t use in the text bx. T add mre filters t the rule, repeat the previus step. *Nte: Depending n the filters yu enter, yu can change the lgical relatinships between the filter rules. There are currently tw lgical relatinships: And and Or. By default, the lgic is set t And. T change the lgical relatinship, click n the lgical relatinship link. The And lgical relatinship means that the cntent which meets all the rules will be the result. The Or lgic means that the cntent which meets any ne f the rules will be the result. Basic Filter Cnditin View the lgical relatinship f the filter rules in this area. Fr example, if the lgical relatinship is ((1 And 2) Or 3) in the Basic Filter Cnditin area, the cntents that meet bth the filter rule 1 and filter rule 2, r meet the filter rule 3, will be filtered ut. Exprt Lcatin Select an Exprt Lcatin frm the drp-dwn list where yu want t stre the exprted data. Yu can als chse t create a new ne by clicking n the New Exprt Lcatin. Fr mre infrmatin n creating a new Exprt Lcatin, refer t DcAve 6 Cntrl Panel Reference Guide. After cmpleting the cnfiguratins, the created filter will be listed n the Vault Filter Manager tab. T edit an existing filter, select ne frm the Vault Filter Manager tab and click Edit in the Manage grup. *Nte: If the Vault filter yu select t edit is used by a prfile, the Farm Selectin and Exprt Lcatin fields are grayed ut and cannt be edited. T view details f an existing filter, select ne frm the Vault Filter Manager tab and click View Details in the Manage grup. T delete the existing filters, select ne r mre filters frm the Vault Filter Manager tab and click Delete in the Manage grup. DcAve 6 Vault 15

17 *Nte: The Vault filter yu select t delete cannt be deleted if it is used by a prfile. Cnfiguring Vault Prfiles T cnfigure the jb-related settings in the Vault Prfile, cmplete the fllwing steps: 1. Click Prfile Manager in the Prfile Management grup n the ribbn f the Vault Hme page. The Prfile Manager tab appears. 2. Click Create in the Manage grup n the Prfile Manager tab. The Create a New Prfile page appears. Cnfigure the fllwing settings t cnfigure a Vault Prfile : Prfile Name Enter a Name and an ptinal Descriptin. These can be used t lcate the prfile in the Prfile Manager. Exprt Type Select an exprt type frm the drp-dwn list. Autnmy Integratin means the cntent can be managed in the Autnmy platfrm. Cncrdance Lad File means the cntent exprted by Vault can be imprted t the Cncrdance platfrm fr management. Fr mre infrmatin abut the generated flders, refer t Exprted Cntent Flders. Farm Selectin Select a Farm where yu want t use this prfile frm the drp-dwn list. Prcessing Pl Select a Prcessing Pl frm the drp-dwn list. Yu can als chse t create a new ne by clicking n the New Prcessing Pl. Fr mre infrmatin n creating a new Prcessing Pl, refer t Cnfiguring the Prcessing Pl. Vault Filter Selectin Chse whether r nt t use rules in this prfile: N filter Select this ptin t use n Vault filter in this prfile. Cnfigure the filter myself Select this ptin t cnfigure custmized filters. The Vault Filter Settings field appears after selecting the Cnfigure the filter myself radi buttn. Select ne r mre previusly-created filters, and then click Add. The selected filters are added t this prfile. And the fllwing infrmatin f the filters is listed in this field: Vault Filter Name, Level, and Exprt Lcatin. T remve filters frm this prfile, select the delete buttn ( ) next t the filter that yu want t remve. Yu can als click New Vault Filter frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a Vault filter, see the Cnfiguring Vault Filters sectin f this guide. DcAve 6 Vault 16

18 *Nte: Yu can nly lad and select the filter whse selected farm is the same as the farm selected in the prfile. The exprt lcatins f the filters selected fr a prfile must be different. Exprt Lcatin Select an Exprt Lcatin frm the drp-dwn list where yu want t stre the exprted data. Yu can als chse t create a new ne by clicking n the New Exprt Lcatin. Fr mre infrmatin n creating a new Exprt Lcatin, refer t DcAve 6 Cntrl Panel Reference Guide. Ntificatin T ntify the specified users f the status abut this Vault jb, select a previusly-created ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile t create a new ne. Fr mre infrmatin n creating a new ntificatin prfile, refer t DcAve 6 Cntrl Panel Reference Guide. Yu can als click View next t the textbx t view the detailed infrmatin f the selected ntificatin prfile. Schedule Select the schedule type fr this prfile t use. N schedule Select this ptin t run the Vault jb immediately. Cnfigure the schedule myself Select this ptin t cnfigure a custmized schedule, and run the vault jb by schedule. The Schedule Settings field appears after clicking Cnfigure the schedule myself. Start Time Specify the time when the schedule starts. Interval Specify the frequency t run this schedule. Enter an integer int the text bx and select Hurs, Days, r Mnths frm the drp-dwn list. End Time Specify an end time fr this schedule by selecting the crrespnding radi buttn. N end date will repeat the schedule indefinitely; End after _ ccurrence(s): the schedule will end at the specified ccurrence; End by: the schedule will end at the specified time pint. After cnfiguring the schedule fr the Vault jb, click Calendar View t view the scheduled search by day, week, r mnth. DcAve 6 Vault 17

19 Applying and Running Vault Prfiles In rder t run a Vault jb, yu must apply an existing Vault prfile t a SharePint bject level. This will exprt the bject level s cntent accrding t the prfile settings. T apply and run a Vault prfile, cmplete the fllwing steps: 1. Click the farm nde in the Scpe panel t expand the tree; all f the SharePint cmpnents that can be exprted will be displayed. 2. Select a nde in the expanded tree where yu want t perfrm exprt actin. If a prfile is already applied t the selected nde, the prfile applied Status and the Vault Settings in this prfile will be displayed in the wrkspace field. T Remve r Retract the applied prfile, see Managing Vault Prfiles. 3. Select an existing prfile t apply t the specified nde frm the drp-dwn list in the wrkspace field, r create a new prfile fr the selected nde. Fr mre infrmatin n creating a new prfile, see Cnfiguring Vault Prfiles. 4. Click Apply frm the Manage grup in the Hme tab t apply the selected prfile. The selected prfile is applied t the selected nde and all ndes belw it by default. Fr mre infrmatin n inheritance, see Inheriting and Stp Inheriting. 5. Click Run Nw t run the applied prfile immediately. By default, Vault exprts the changes and mdificatins that were made t the selected SharePint cntent since the last exprt jb. If yu are running a Vault exprt jb n the selected nde fr the first time, all f the selected SharePint cntent is exprted. 6. Yu can als click Apply And Run Nw t bth apply and run the prfile with ne click. *Nte: Befre running a Vault exprt jb n a SharePint nde that has applied an SSL certificate, ensure that the SSL certificate is issued by a trusted certificate authrity. Als, ensure that the SSL certificate s name is the same as the hst header used by the Web applicatin f the selected SharePint nde. If these requirements are nt met, the metadata infrmatin will nt be exprted t the mht flder upn cmpletin f the Vault exprt jb. DcAve 6 Vault 18

20 Checking a Jb Status Vault cntains a Jb Mnitr buttn where users can view the status f the running jbs. This is useful fr mnitring jbs r trubleshting fr errrs. Refer t the DcAve 6 Jb Mnitr Reference Guide fr mre infrmatin. Exprted Cntent Flders When a Vault jb finishes, yu can view and manage the exprted cntent in the specified exprt lcatin. The cntent in each flder and the file type differs due t their exprt types. The fllwing sectin cntains detailed infrmatin abut the generated flders f these tw exprt types. Exprted Cntent Flders Integrated with Autnmy As Figure 4 shws belw, a flder cntaining the exprted files is generated at the specified exprt lcatin. Figure 4: Vault flders generated frm Autnmy after jb cmpletin. There are three naming rules fr the exprted cntent in rder t distinguish the type f cntent. A crrespnding.idx file will als be generated t stre the metadata infrmatin fr each file, item, and attachment and can be pened in the Autnmy system. Refer t the fllwing sectin t use the files in the exprted flder: File One file will be exprted as tw types f files. The files will be named: Cntent: DcId_UIVersin.ext IDX: DcId_UIVersin.ext.idx Item One item will be exprted as tw types f files. The files will be named: Cntent: ItemId_UIVersin.mht IDX: ItemId_UIVersin.mht.idx DcAve 6 Vault 19

21 Attachment One attachment will be exprted as tw types f files. The files will be named: Cntent: ItemId_AT###.ext IDX: ItemId_ AT###.ext.idx *Nte: T map the title names f the metadata infrmatin displayed in the.idx file, yu can cnfigure the AgentCmmnAutnmyMapping.cnfig file prir t running a Vault jb. T cnfigure the mappings, cmplete the fllwing steps: 1. Navigate t \AvePint\DcAve6\Agent\bin and lcate the AgentCmmnAutnmyMapping.cnfig file. 2. Open the AgentCmmnAutnmyMapping.cnfig file with Ntepad. 3. Lcate the namemapping nde in the cnfiguratin file and refer t the infrmatin belw t cnfigure the mapping: Figure 5: AgentCmmnAutnmyMapping.cnfig file. riginalname The riginal name f the crrespnding metadata infrmatin that is displayed in the.idx file. targetname Enter the name yu want t use in the.idx file as the value f this parameter. The crrespnding riginal name will be mapped t the specified target name when a Vault jb is cmpleted. 4. Save yur changes made in the cnfiguratin file. After cnfiguring this cnfiguratin file, the next time yu run a Vault exprt jb, the cnfigured mapping will wrk. The title names will be the specified target names in the exprted.idx file when the Vault jb is cmpleted. DcAve 6 Vault 20

22 Exprted Cntent Flders Integrated with Cncrdance As Figure 6 shws belw, a flder cntaining the exprted files is generated at the specified exprt lcatin. Figure 6: Vault flder generated frm Cncrdance after jb cmpletin. Cpt, cpl These files stre the detailed infrmatin f the exprted items that can be viewed in the Cncrdance platfrm. Dcs This flder stres the real cntent that is exprted by Vault. Dat This file stres the metadata infrmatin f the exprted items. DcAve 6 Vault 21

23 Managing Vault Prfiles Once a Vault prfile is created, yu can view, edit, delete, inherit, r break the inheritance f the prfile. Review the fllwing sectins t manage the Vault prfiles. Viewing, Editing, and Deleting Prfiles in Prfile Manager Refer t infrmatin belw t view, edit, r delete the Vault prfiles in the Prfile Manager page. View Details Select a prfile yu wuld like t view frm the Prfile Manager tab and click View Details in the Manage grup n the Prfile Manager tab. In the View Details page, yu can als edit the current prfile by clicking Edit in the Manage grup n the Prfile Manager tab. Edit Select a prfile yu wuld like t edit frm the Prfile Manager tab and click Edit in the Manage grup n the Prfile Manager tab. Yu can als edit a prfile by clicking Edit displayed in the Vault Settings field frm wrkspace page when expanding a nde with a prfile applied. *Nte: If the selected nde inherits the prfile frm a higher nde, yu cannt edit the prfile at this nde level. G t the highest nde where the prfile is applied t edit it. Delete Select ne r mre prfiles yu wuld like t delete frm the Prfile Manager tab and click Delete in the Manage grup n the Prfile Manager tab. Inheriting and Stp Inheriting After applying a Vault prfile n the selected nde, the sub-nde autmatically inherits the prfile that is applied t its parent nde. Stp Inheriting lgically separates the prfile in the lwer-level nde frm the upper-level nde. T manually break the inheritance relatinship between the child nde and its parent nde, select the lwer-level nde that inherited the prfile frm the higher-level nde. Click Stp Inheriting frm the Manage grup t break the inheritance. After clicking Stp Inheriting, this buttn changes t Inherit. T manually apply a prfile inheritance t a nde, select the nde that will inherit the prfile frm the higher nde level. Click Inherit frm the Manage grup t inherit frm the parent nde. After clicking Inherit, this buttn changes t Stp Inheriting. Helpful Ntes fr Using Inheriting By default, the Vault prfile applied t a higher level is inherited by the lwer levels. DcAve 6 Vault 22

24 Yu cannt apply a new prfile n the nde if it inherits the prfile f the higher level. An inherited Vault prfile cannt be edited, retracted, r remved at the lwer ndes. When yu change the prfile settings f a higher-level nde, the changes made t this prfile als affect the inherited lwer-level ndes. Helpful Ntes fr Using Stp Inheriting When breaking the prfile s inheritance at a specified level, the inheritance is nly brken at this level; the prfile s inheritance f the lwer levels is nt brken. After the prfile s inheritance is brken, yu can apply a new prfile and edit the crrespnding prfile settings at the lwer level. If yu break the prfile inheritance n a nde and then edit the inherited prfile, the changes affect all f the SharePint bjects that use this prfile. Retracting a Vault Prfile Use the Retract feature t disable the prfile settings n the nde that already has an applied prfile. After retracting the prfile, the Apply Status displayed in the Status field will be changed t Retracted. Yu can re-apply this prfile by clicking Apply if necessary. T retract an already applied Vault prfile, select the nde in the Scpe panel that cntains the prfile yu wuld like t retract. Click Retract frm the Manage grup frm the Hme tab. The prfile is retracted frm the selected nde and sub-ndes n the tree. Remving Vault Prfiles When a created prfile is n lnger useful fr the ndes in the farm tree, yu can remve this prfile frm the nde. There will be n prfile infrmatin displayed in wrkspace page after remving the prfile frm the specified nde, and yu can select a new prfile t apply frm the drp-dwn list n the upper wrkspace page. Use the Remve feature t simplify prfile management and lessen unnecessary created prfiles in the ndes. T remve an already applied prfile, select the nde in the Scpe panel that cntains the prfile yu wuld like t remve. Click Remve frm the Manage grup frm the Hme tab. The prfile is remved frm the selected nde and sub-ndes n the tree. *Nte: The remved prfile still exists in the prfile list fr re-applying if necessary. DcAve 6 Vault 23

25 Appendix A: Vault Custmizatin Table The fllwing table prvides available custmizatins fr Vault. A represents the supprted crrespnding SharePint level where the cntent can be exprted by Vault. Exprt Level/What t Exprt What t Select When Exprting Web applicatin Site cllectin DcAve 6 Vault 24

26 Exprt Level/What t Exprt What t Select When Exprting Site DcAve 6 Vault 25

27 Exprt Level/What t Exprt What t Select When Exprting List DcAve 6 Vault 26

28 Exprt Level/What t Exprt What t Select When Exprting Library DcAve 6 Vault 27

29 Appendix B: Examples f Vault Filters *Nte: The Equals cnditin is nt case sensitive. Hierarchy Level Site Cllectin Rule Cnditin Value Result URL Cntains test The site cllectin whse URL cntains test will be filtered and Fr example, s/test and s/testa will be filtered results. Des Nt Cntain test The site cllectin whse URL des nt cntain test will be Fr example, AP will be filtered and Equals Des Nt Equal Matches /sites/tes t /sites/tes t ctina The site cllectin wh s URL is s/test will be filtered and The site cllectin wh s URL is nt s/test will be filtered and The site cllectin wh s URL begins with and ends with cllectina will be Fr example, DcAve 6 Vault 28

30 Hierarchy Level Rule Cnditin Value Result Des Nt Match 0/sites/siteclle cti?na ctina 0/sites/siteclle cti?na llectina will be filtered results. The site cllectin wh s URL is the same as ecllecti?na except character? will be Fr example, ecllectina and ecllectibna will bth be All the site cllectins except thse wh s URLs begin with and end with cllectina will Fr example, s/test will be filtered and All the site cllectins except thse wh s URLs are the same as ecllecti?na except character? will be Fr example, s/test will be filtered and Title Cntains test The site cllectin whse title cntains test will be filtered and DcAve 6 Vault 29

31 Hierarchy Level Rule Cnditin Value Result Des Nt Cntain test The site cllectin whse title des nt cntain test will be Equals test The site cllectin whse title is test will be Des Nt Equal test The site cllectin whse title is nt test will Matches te*t The site cllectin whse title begins with te and ends with t will be Fr example, teabct will be filtered results. te?t The site cllectin whse title is the same as te?t except character? will be filtered and Fr example, test will be Des Nt Match te*t All the site cllectins except thse whse titles begin with te and end with t will be filtered results. Fr example, DcAve will be filtered results. te?t All the site cllectins except thse whse titles are the same as DcAve 6 Vault 30

32 Hierarchy Level Rule Cnditin Value Result Mdified Time Created Time Primary Administ ratr Befre :15:50 After :15:50 On :15:50 Befre :15:50 After :15:50 On :15:50 te?t except character? will be filtered and Fr example, DcAve will The site cllectin which is mdified befre 12:15:50 11/11/2011 will The site cllectin which is mdified after 12:15:50 11/11/2011 will The site cllectin which is mdified n 12:15:50 11/11/2011 will be The site cllectin which is created befre 12:15:50 11/11/2011 will The site cllectin which is created after 12:15:50 11/11/2011 will be The site cllectin which is created n 12:15:50 11/11/2011 will be Cntains test\user The site cllectin whse creatrs cntain test\user will be filtered results. DcAve 6 Vault 31

33 Hierarchy Level Rule Cnditin Value Result Template Name Equals test\user The site cllectin whse creatr is test\user will be filtered results. Cntains Team The site cllectin whse template name cntains Team will be Fr example, Team Site will be filtered results. Des Nt Cntain Team The site cllectin whse template name des nt cntain Team will be filtered and Fr example, Blank Site will be filtered and Equals Blank Site The site cllectin whse template name is Blank Site will be filtered results. Des Nt Equal Blank Site The site cllectin whse template name is nt Blank Site will be Matches B*Wrkspace The site cllectin whse template name begins with B and ends with Wrkspace will be Fr example, Basic Meeting Wrkspace and Blank Meeting Wrkspace will DcAve 6 Vault 32

34 Hierarchy Level Rule Cnditin Value Result Custm Prperty: Text bth be filtered and Bl?g The site cllectin whse template name is the same as Bl?g except character? will be Fr example, Blg will be filtered and Des Nt Match B*Wrkspace All the site cllectins except thse whse templates names begin with B and ends with Wrkspace will be Fr example, Team Site be filtered results. Bl?g All the site cllectins except thse whse templates names are the same as Bl?g except character? will be Fr example, Team Site will be filtered results. Text Cntains test The site cllectin whse Text prperty cntains test will be Des test The site cllectin Nt whse Text prperty Cntain des nt cntain test will DcAve 6 Vault 33

35 Hierarchy Level Rule Cnditin Value Result Equals test The site cllectin whse Text prperty is test will be filtered and Des Nt Equal test The site cllectin whse Text prperty is nt test will be filtered results. Matches te*t The site cllectin whse Text prperty begins with te and ends with t will be filtered and Fr example, teabct will te?t The site cllectin whse Text prperty is the same as te?t except character? will be Fr example, test will be filtered and Des Nt Match te*t te?t All the site cllectins except thse whse Text prperty begins with te and ends with t will be Fr example, DcAve will be filtered results. All the site cllectins except thse whse Text prperty is the same as te?t except character? will be filtered and Fr example, DcAve will DcAve 6 Vault 34

36 Hierarchy Level Item Rule Cnditin Value Result Custm Prperty: Yes/N Custm Prperty: Date/Tim e Chice Equals Yes The site cllectin whse Chice prperty is Yes will be filtered and N The site cllectin whse Chice prperty is N will be filtered and Date Befre The site cllectin 12:15:50 whse Date prperty is befre 12:15:50 11/11/2011 will be After :15:50 On :15:50 The site cllectin whse Date prperty is after 12:15:50 11/11/2011 will be The site cllectin whse Date prperty is n 12:15:50 11/11/2011 will be filtered and Title Cntains test The item whse title cntains test will be Des Nt Cntain test The item whse title des nt cntain test will Equals test The item whse title is test will be filtered and Des Nt Equal test The item whse title is nt test will be filtered DcAve 6 Vault 35

37 Hierarchy Level Rule Cnditin Value Result Mdified Time Created Time Created By results. Matches te*t The item whse title begins with te and ends with t will be filtered and Fr example, teabct will te?t The item whse title is the same as te?t except character? will be Fr example, test will be filtered and Des Nt Match te*t All the items except thse whse titles begin with te and end with t will be filtered and Fr example, DcAve will te?t All the items except thse whse titles are the same as te?t except character? will be Fr example, DcAve will be filtered results. Befre Refer t the same filter rule fr Site After Cllectin level. On Befre Refer t the same filter rule fr Site After Cllectin level. On Cntains Refer t the same filter rule fr Site Equals Cllectin level. DcAve 6 Vault 36

38 Hierarchy Level Rule Cnditin Value Result Mdified By Cntent Type Cntains test\user The items whse mdifiers cntain test\user will be filtered results. Equals test\user The item whse mdifier is test\user will be Cntains Task The item whse cntent type cntains Task will Des Nt Cntain Task The item whse cntent type des nt cntain Task will be filtered and Equals Task The item whse cntent type is Task will be Des Nt Equal Task The item whse cntent type is nt Task will be Matches Ev*t The item whse cntent type begins with Ev and ends with t will be Fr example, Event will be filtered and Ta?k The item whse cntent type is the same as Ta?k except character? will Fr example, Task will be DcAve 6 Vault 37

39 Hierarchy Level Rule Cnditin Value Result Clumn: Text Des Nt Match Ev*t All the items except thse whse cntent types begin with Ev and end with t will be filtered results. Fr example, Task will be filtered and Ta?k All the items except thse whse cntent types are the same as Ta?k except character? will be filtered and Fr example, Event will Text Cntains test The item whse Text clumn value cntains test will be filtered and Des Nt Cntain test The item whse Text clumn value des nt cntain test will be Equals test The item whse Text clumn value is test will Des Nt Equal test The item whse Text clumn value is nt test will be filtered and Matches te*t The item whse Text clumn value begins with te and ends with t will be filtered and Fr example, teabct will DcAve 6 Vault 38

40 Hierarchy Level Rule Cnditin Value Result Clumn: Yes/N Clumn: Date/Tim e te?t The item whse Text clumn value is the same as te?t except character? will be Fr example, test will be filtered and Des Nt Match te*t All the items except thse whse Text clumn values begin with te and end with t will be filtered and Fr example, DcAve will te?t All the items except thse whse Text clumn values are the same as te?t except character? will be Fr example, DcAve will be filtered results. Chice Equals Yes The item whse Chice clumn value is Yes will N The item whse Chice clumn value is N will Date Befre :15:50 The item whse Date clumn value is befre 12:15:50 11/11/2011 will DcAve 6 Vault 39

41 Hierarchy Level Rule Cnditin Value Result Wrkfl w After :15:50 The item whse Date clumn value is after 12:15:50 11/11/2011 will On :15:50 The item whse Date clumn value is n 12:15:50 11/11/2011 will Flw Equals In Prgress The item assciated with the Flw wrkflw whse status is In Prgress will be filtered results. Cmpleted The item assciated with the Flw wrkflw whse status is Cmpleted will be Canceled The item assciated with the Flw wrkflw whse status is Canceled will be filtered and Apprved The item assciated with the Flw wrkflw whse status is Apprved will be filtered and Rejected The item assciated with the Flw wrkflw whse status is Rejected will be filtered and Custmized Delete d The item assciated DcAve 6 Vault 40

42 Hierarchy Level Rule Cnditin Value Result Des Nt Equal In Prgress Cmpleted Canceled Apprved with the Flw wrkflw whse status is Deleted will be filtered and included in the results. The item assciated with the Flw wrkflw whse status is nt In Prgress will be filtered results. Fr example, Cmpleted will be The item assciated with the Flw wrkflw whse status is nt Cmpleted will be Fr example, Apprved will be filtered results. The item assciated with the Flw wrkflw whse status is nt Canceled will be filtered results. Fr example, Cmpleted will be The item assciated with the Flw wrkflw whse status is nt Apprved will be filtered results. Fr example, Cmpleted will be DcAve 6 Vault 41

43 Hierarchy Level Rule Cnditin Value Result Rejected The item assciated with the Flw wrkflw whse status is nt Rejected will be filtered results. Fr example, Cmpleted will be Custmized Delete d The item assciated with the Flw wrkflw whse status is nt Deleted will be filtered and included Fr example, Cmpleted will be filtered and included in the results. Dcument Name Cntains test The dcument whse name cntains test will Fr example, test.dcx will Des Nt Cntain test The dcument whse name des nt cntain test will be filtered and Fr example, DcAve.dcx will be DcAve 6 Vault 42

44 Hierarchy Level Rule Cnditin Value Result Equals test.dcx The dcument whse name is test.dcx will be Des Nt Equal test.dcx The dcument whse name is nt test.dcx will Matches te*t.dcx The dcument whse name begins with te and ends with t.dcx will be Fr example, test.dcx will be filtered results. te?t.dcx The dcument whse name is the same as te?t except character? will Fr example, teat.dcx will Des Nt Match te*t.dcx All the dcuments except thse whse names begin with te and end with t.dcx will be Fr example, DcAve.txt will be te?t.dcx All the dcuments except thse whse names are the same as te?t.dcx except character? will be Fr example, DcAve.txt will be DcAve 6 Vault 43

45 Hierarchy Level Rule Cnditin Value Result Mdified Time Created Time Created By Mdified By Cntent Type Clumn: Text Clumn: Yes/N Clumn: Date/Tim e Last Accessed Time Befre After On Befre After On Cntains Equals Cntains Equals Cntains Des Nt Cntain Equals Des Nt Equal Matches Des Nt Match Text Refer t the same filter rule fr Site Cllectin level. Refer t the same filter rule fr Site Cllectin level. Refer t the same filter rule fr Site Cllectin level. Refer t the same filter rule fr Item level. Refer t the same filter rule fr Item level. Cntains Refer t the same filter rule fr Item level. Des Nt Cntain Equals Des Nt Equal Matches Des Nt Match Chice Equals Refer t the same filter rule fr Item level. Date Befre Refer t the same filter rule fr Item level. After On Befre :15:50 The dcument whse last accessed time is befre 12:15:50 11/11/2011 will be DcAve 6 Vault 44

46 Hierarchy Level Rule Cnditin Value Result Wrkfl w filtered and included The dcument whse last accessed time is after 12:15:50 11/11/2011 will be filtered and included The dcument whse last accessed time is n 12:15:50 11/11/2011 will be filtered and included Refer t the same filter rule fr Item level. After :15:50 On :15:50 Equals Des Nt Equal DcAve 6 Vault 45

47 Ntices and Cpyright Infrmatin Ntice The materials cntained in this publicatin are wned r prvided by AvePint, Inc. and are the prperty f AvePint r its licensrs, and are prtected by cpyright, trademark and ther intellectual prperty laws. N trademark r cpyright ntice in this publicatin may be remved r altered in any way. Cpyright Cpyright AvePint, Inc. All rights reserved. All materials cntained in this publicatin are prtected by United States and internatinal cpyright laws and n part f this publicatin may be reprduced, mdified, displayed, stred in a retrieval system, r transmitted in any frm r by any means, electrnic, mechanical, phtcpying, recrding r therwise, withut the prir written cnsent f AvePint, 525 Washingtn Blvd, Suite 1400, Jersey City, NJ 07310, USA r, in the case f materials in this publicatin wned by third parties, withut such third party s cnsent. Ntwithstanding the freging, t the extent any AvePint material in this publicatin is reprduced r mdified in any way (including derivative wrks and transfrmative wrks), by yu r n yur behalf, then such reprduced r mdified materials shall be autmatically assigned t AvePint withut any further act and yu agree n behalf f yurself and yur successrs, assigns, heirs, beneficiaries, and executrs, t prmptly d all things and sign all dcuments t cnfirm the transfer f such reprduced r mdified materials t AvePint. Trademarks AvePint, DcAve, the AvePint lg, and the AvePint Pyramid lg are registered trademarks f AvePint, Inc. with the United States Patent and Trademark Office. These registered trademarks, alng with all ther trademarks f AvePint used in this publicatin are the exclusive prperty f AvePint and may nt be used withut prir written cnsent. Micrsft, MS-DOS, Internet Explrer, Office, Office 365, SharePint, Windws PwerShell, SQL Server, Outlk, Windws Server, Active Directry, and Dynamics CRM 2013 are either registered trademarks r trademarks f Micrsft Crpratin in the United States and/r ther cuntries. Adbe Acrbat and Acrbat Reader are trademarks f Adbe Systems, Inc. All ther trademarks cntained in this publicatin are the prperty f their respective wners and may nt be used withut such party s cnsent. Changes The material in this publicatin is fr infrmatin purpses nly and is subject t change withut ntice. While reasnable effrts have been made in the preparatin f this publicatin t ensure its accuracy, AvePint makes n representatin r warranty, expressed r implied, as t its cmpleteness, accuracy, r suitability, and assumes n liability resulting frm errrs r missins in this publicatin r frm the use f the infrmatin cntained herein. AvePint reserves the right t make changes in the Graphical User Interface f the AvePint sftware withut reservatin and withut ntificatin t its users. AvePint, Inc. 525 Washingtn Blvd Suite 1400 Jersey City, NJ USA DcAve 6 Vault 46

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