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Vaultastic Lifecycle Management

Overview

Vaultastic lifecycle management automatically moves archived data across storage tiers based on defined policies. This ensures optimal storage use, consistent performance, and the enforcement of governance controls.

Data is organized into the following storage tiers:

  • Active Store – high-performance storage for recent and frequently accessed data
  • Open Store – cost-optimized storage for aging but still searchable data
  • Deep Store – low-cost archival storage for long-term retention

Lifecycle policies control how and when data transitions between these tiers.

Lifecycle Architecture

Vaultastic supports automated lifecycle-based movement of archived data between Active, Open, and Deep Store.

Data movement is policy-driven and typically based on data age.

Supported transitions:

Active Store → Open Store
Active Store → Deep Store

Lifecycle management ensures:

  • Frequently accessed data remains in high-performance storage

  • Aging data moves to lower-cost archival tiers

  • Retention policies remain enforced

  • Data integrity and auditability are preserved

Lifecycle processing runs in the background and moves eligible data based on configured policies.

Vaultastic Storage Lifecycle Architecture

Vaultastic uses a tiered archival architecture that aligns storage cost with data access frequency.

Data AgeExample Duration (*)Recommended Storage Tier
Recent0-90 daysActive Store
Aging90-365 daysOpen Store
Historical>365 daysDeep Store

(*) Durations are configurable through lifecycle policies.

Design outcomes

This architecture ensures:

  • Consistent search performance for recent data
  • Optimized storage cost for older data
  • Support for long-term retention requirements
  • Alignment with compliance and audit needs

Lifecycle movement is asynchronous and may take time to complete depending on data volume.

The lifecycle mechanism automatically moves older data out of the Active Store, ensuring high-performance storage remains optimized for current operational workloads.

Lifecycle Movement Models

Vaultastic supports two models for automatically organizing archived data in Open Store or Deep Store.

Vault-Based Movement

In this model:

  • One archival unit is created per vault per month

  • Each unit contains the email data for a single user

Characteristics:

  • Simplifies the restoration of individual user mailboxes

  • Suitable when mailbox-level restoration is common

  • Faster and more predictable restore operations

  • Does not retain Active Store deduplication advantages

Recommended usage

Use Vault-Based Movement when:

  • Individual mailbox restores are frequent
  • Investigations are user-specific
  • Restore speed is a priority

Domain-Based Movement

In this model:

  • One archival unit is created per day

  • Each unit contains emails for all users in the domain for that day

Characteristics:

  • Preserves deduplication advantages

  • Improves storage efficiency

  • Suitable for domain-wide search or investigation scenarios

  • May require additional filtering during user-level restore

Recommended usage

Use Domain-Based Movement when:

  • Storage optimization is a priority
  • Large-scale compliance searches are common
  • Domain-level investigations are frequent

Model Selection Guidance

RequirementRecommended Model
Frequent mailbox-level restoreVault-Based
Domain-wide investigationDomain-Based
Storage cost optimizationDomain-Based
Faster restore performanceVault-Based

Governance Controls During Lifecycle Movement

Vaultastic enforces governance controls throughout the lifecycle.

Movement process

  1. Data is copied to the destination storage tier
  2. Integrity checks are performed
  3. Retention and legal hold policies are validated
  4. Audit logs are recorded
  5. Source data is deleted only after successful verification

Safeguards

  • Retention policies remain enforced
  • Legal holds are preserved during movement
  • All lifecycle actions are audited
  • Integrity checks ensure data consistency

If validation fails, data remains in the source tier and the movement is retried. No data is deleted until successful verification is complete.

Restoring Archived Data

Data stored in Open Store or Deep Store can be restored when required.

Restoration can be performed by authorized administrators with appropriate permissions.

Common restoration workflows

  • Restoring data to Active Store for eDiscovery
  • Copying data into a temporary vault for investigation
  • Removing temporary data after investigation completion

Restoration process

  1. Select the data (vault, domain, or date range)
  2. Choose restore destination (Active Store or temporary vault)
  3. Initiate restore job
  4. Monitor job status until completion

Restored data becomes available for search after the restore process completes.

Deep Store Restoration

Deep Store is designed for long-term archival and has higher retrieval latency.

Expected behavior

  • Restoration typically takes 24–48 hours
  • Restore time depends on data volume and the storage backend
  • Restored data remains accessible for approximately 7 days

After this period, data automatically returns to Deep Store.

Lifecycle Policy Configuration

Lifecycle behavior is controlled through configurable policies.

Policy parameters include

  • Data age thresholds for tier transitions
  • Selection of movement model (Vault-based or Domain-based)
  • Scope (domain-level or vault-level, if supported)

Policies determine when data becomes eligible for movement and which storage tier it is moved to.

Lifecycle Execution Model

Lifecycle movement runs in the background.

  • Data is evaluated periodically based on policy criteria
  • Eligible data is queued for movement
  • Movement is processed asynchronously

There may be a delay between data becoming eligible and actual movement.

Monitoring and Visibility

Administrators can monitor lifecycle activity through:

  • audit logs for lifecycle actions
  • system logs for movement and restore operations

Monitoring helps track:

  • successful data movement
  • failed or retried operations
  • restore job status

Limits and Considerations

  • Lifecycle movement is not instantaneous
  • restore time increases for deeper storage tiers
  • domain-based movement may increase restore complexity for individual users
  • The temporary restore access duration is limited

Strategic Benefits

Vaultastic lifecycle management provides the following operational benefits:

  • Controlled Active Store usage and predictable performance
  • Reduced storage cost through automated tiering
  • Simplified long-term data retention
  • Consistent enforcement of governance and compliance policies
  • Reduced manual effort in managing archived data