Overview
This guide describes a structured approach for evaluating Vaultastic capabilities across enterprise data sources.
The evaluation validates the following areas:
multi-source data ingestion
archival across Active, Open, and Deep Stores
search and retrieval workflows
lifecycle management configuration
monitoring dashboards
governance and audit capabilities
This evaluation is intended to demonstrate product capabilities using a limited dataset and should not be treated as a production deployment.
For basic platform usage instructions, see:
Evaluation Scope
To keep the evaluation controlled and easy to execute, use a limited dataset.
| Component | Recommended Scope |
|---|---|
| Primary domain | 1 domain |
| Users | 1–5 pilot users |
| Historical email & chat transcripts | 1–3 months |
| File datasets | small representative samples |
The goal is to validate workflows without large-scale data ingestion.
Evaluation Data Matrix
The following data matrix exercises multiple ingestion models and storage tiers.
| Data Type | Destination Store | Purpose |
|---|---|---|
| Live email | Active Store | Validate continuous email archival |
| Chat transcripts | Active Store | Validate collaboration data archival |
| Historical email & chat transcripts | Open Store | Validate archival ingestion |
| Drive or file datasets | Open Store | Validate file archival workflows |
| Optional archive dataset | Deep Store | Validate long-term archive behavior |
This ensures the evaluation covers both continuous archival and historical ingestion workflows.
Step 1 — Provision Evaluation Environment
Request provisioning of a Vaultastic evaluation domain and confirm access to the following applications:
Admin Panel
Active Store
Open Store
Deep Store
Dashboards
The evaluation environment should include 1–5 pilot users and limited historical datasets.
Step 2 — Configure Continuous Email Archival
Enable journaling or forwarding in the mail system to capture live email traffic for the pilot users.
Objective
Validate that Vaultastic can continuously capture live email activity.
Expected Result
new emails appear in Active Store
email metadata is indexed
messages are searchable
Search operations are documented in:
Active Store Quick Start Guide
Step 3 — Setup continuous archival for chat transcripts
1. Setup the connector to pick up the chat transcripts from your data source
2. Setup a daily upload request to upload data to the Active Store vault
Objective
Validate that Vaultastic can continuously capture chat transcripts.
Expected Result
new chat transcripts appear in Active Store
messages are searchable
Search operations are documented in:
Active Store Quick Start Guide
Step 4: Archive Historical Communication Data in mailboxes and collaboration systems
1. Configure the Email connector
2. Upload small historical datasets of mailbox and collaboration datasets to simulate long-term archival workflows.
Recommended datasets:
| Data | Destination |
|---|---|
| Historical email | Open Store |
| Chat transcripts | Open Store |
Objective
Validate that Vaultastic can archive historical communication data outside the live ingestion pipeline.
Expected Result
archive files appear in Open Store
folder structures are preserved
files can be downloaded
File browsing instructions are documented in:
Step 5 — Archive File Data
1. Configure Connectors for file stores
Example sources:
cloud drives
file servers
FTP or object storage exports
2. Upload a small file dataset to Open Store.
Objective
Validate file archival and retrieval workflows.
Expected Result
files appear in Open Store
file metadata is visible
downloads function correctly
Step 6 — Test Search and Retrieval
Evaluate search and export capabilities across archived datasets.
Active Store
Validate:
keyword search
sender or recipient filtering
date-based searches
export workflows
Search documentation:
Open Store
Validate:
file name search
folder navigation
file download
Documentation:
Step 7 — Review Lifecycle Configuration
Vaultastic supports lifecycle movement of data between storage tiers.
Review lifecycle configuration in the Admin Panel.
Confirm that:
Active Store retention duration is defined
lifecycle movement targets are configured
lifecycle settings are visible to administrators
Lifecycle architecture details are described in:
Vaultastic Lifecycle Management & Tiered Storage Strategy
Step 8 — Review Dashboards and Monitoring
Open Vaultastic dashboards and review system monitoring capabilities.
Evaluate visibility of:
ingestion activity
storage growth
operational health
audit events
Documentation:
Vaultastic Usage Dashboard Guide
Vaultastic Audit Trail Dashboard
Step 9 — Test Restoration Workflow
Validate investigation workflows by restoring archived data.
Example test:
Restore a small dataset from Open Store to Active Store.
Confirm that the restored data becomes searchable.
Remove the temporary vault after testing.
If Deep Store is used, review the restore process and expected retrieval timelines.
Evaluation Outcome
The evaluation is considered successful if the following capabilities are confirmed:
continuous email archival functions correctly
historical communication data can be archived and retrieved
file archival workflows operate correctly
Active Store search meets operational requirements
lifecycle configuration supports cost control
dashboards provide operational visibility
Next Step
If the evaluation is successful, proceed to:
Vaultastic Production Readiness Guide
to prepare for production deployment.