Post-Installation Tasks for the Microsoft Office Vault Add-in

After installing the Microsoft Office Vault add-in, additional configuration steps are required.

General Microsoft Office Application Tasks

• For best results, we recommend installing all available updates and service packs for your version of Microsoft Office.
• If you cannot install Vault for Microsoft Office, you may need to install certain Microsoft Updates. Please see Technical Solution TS1072986 for detailed information.
Note: Refer to Using Vault Office for more information about Vault Office functionality.

Configure Microsoft Outlook for Use with Vault

After you have installed the Microsoft Outlook Vault Add-in, follow the instructions in this section to configure Microsoft Outlook for use with Vault.

Part 1: Set up the MSG iFilter

In order to extract file properties from Outlook emails you must first install and set up the MSG iFilter on all client machines and the machine which is running ADMS.

Windows 8, 8.1, and 10

• For Windows 8, the MSG iFilter for Outlook is provided by the operating system itself.

Windows 7 and 2012

• Install Microsoft's Add-in for Outlook saved mail (.msg file) indexing.
Note: If you notice that system performance is impacted after installing the MSG iFilter, please see Perform Vault Maintenance for information on changing the indexing options to improve performance.

Part 2: Set Up Outlook Properties

After installing the Outlook add-in, it is recommended that a Vault administrator follow the steps to map the following two properties:

1. In the Vault client go to Tools > Administration > Vault Settings.
2. Select the Behaviors tab and click on the Properties button.
3. Click New to create a new User-Defined Property (UDP).
4. In the Name field type in Email Conversation Topic.
5. In the Associations field select the category to which emails will be assigned.
   • You may want to create an Email category prior to creating the property.
6. On the Mapping tab, select an email file in the Vault or on disk and map the UDP to the Item Name file property.
7. Click OK.
8. Repeat steps 3 through 7 to map an Email Sent Date UDP to the Sent Date file property.
9. Close all Administration dialogs.
10. Start Outlook and log in to the Vault.
11. Click the Vault Settings button.
12. In the Conversation Topic Property field select the Email Conversation Topic UDP.
13. In the Sent On Property field select the Email Sent Date UDP.
14. Click OK.

With these property settings, the Outlook add-in will treat email conversations as file associations in Vault. You will be able to use the Uses and Where Used tabs in the Vault client to view the email thread for all emails checked into Vault.

Refer to the Vault Add-in for Outlook for more information on using the add-in.