Messages do not show as Enterprise Vault shortcuts in Outlook when they are manually archived

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Article ID: 100020558

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Updated On:

Cause

This can occur if Enterprise Vault (EV) forms are not installed on the Microsoft Outlook client or the client is having trouble using the EV forms from the Organizational Forms.  

Resolution

Forms can be deployed in several different ways and this article will cover those methods.  


Deploy Forms within the Policy - Version 8.0 and higher
 
  1. Within the Desktop Policy, click on the Advanced tab.
     
  2. Click on Deploy Forms Locally, click on Modify and select Always
     
  3. Run a Synchronize on the Exchange Mailbox Archiving Task.
 
How to manually install the forms into Personal Forms if the EV Outlook Add-in is installed.
 
  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
 

 

Issue/Introduction

When a message is manually archived in Microsoft Outlook, the icon for the archived message does not change to the Enterprise Vault shortcut icon and remains with the icon for an unread message
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