Archive Shuttle 11.0 - Administration Guide

User groups

This is an overview page of the groups that have been defined in Archive Shuttle. Groups are used to apply a tag to users so that actions relating to their migration, or progress monitoring can be performed easily in the Admin Interface.

As an example, a group might be defined as “Migration Test Users”. There are several places in the Admin Interface (listed below) where users can then be added to this group. Groups can also be managed from this page in the Admin Interface.

Users/Groups can also be imported from a .csv file, if necessary.

Actions to be performed on the User Groups page

Add: Create a new group.

Edit: The name of a group can be modified.

Delete: A User Group can be deleted.

Unassign Users: Remove users from a group.

Assign Users (.csv Import): Imports users from a .csv file to a specific group. Click here to view instructions on creating a .csv file.

Refresh: Refresh the list of users and groups.

Reset: Reset the grid to the default view.

There are several places where containers/users can be added to groups:

·User Dashboard

·Bulk Mapping

·Manual Mapping

·Existing Mappings

·Stage 1 (Sync Data)

·Stage 2 (Switch User)

Once added a group, all these same pages in the Admin Interface allow the data to be filtered and grouped by the group name.

Tags and Tag Management

Tags are an organizational mechanism that can be used on any source or target container to identify special subset of the containers within a migration.

Tags can be used to:

·Flag users under legal consideration

·Group users into migration waves

·Identify problematic containers

·Identify VIPs that require special consideration

·Identify containers that are out of scope

Tags can be created, modified, and assigned. Then, tags can be filtered. Tags can be created and applied to any of these pages:

·User Information

·Bulk Mapping

·Existing Mapping

·Stage 1

·Stage 2

When you select objects and click the Tag Assignment button, you can create, remove, or assign tags using this window:

Tag Management Page

The Configuration > Tag Management page shows a list of current tags and the number of containers assigned each tag. A tag can be expanded to review the containers that have the tag.

On this page, you can:

Add: Create a new container tag.

Edit: Modify a container tag.

Delete: Remove a container tag.

Unassign containers: Unassign containers.

Assign Users (.csv Import): An imported .csv file can be used to assign one or more tags to user group containers. Click here to view instructions on creating a .csv file. The supported fields for matching the containers are:

·UserSid

·SaMAccountName

·Container Name

The format of the .csv file should be one of the following:

·SID,tagname

·samAccountName,tagname

·ContainerName,tagname

You can use the separator drop down box to change the punctuation used to separate each property (comma, semi colon, colon, vertical line). For example, using the examples above:

·SID;tagname

·samAccountName;tagname

·ContainerName;tagname

Multiple tags can be assigned to a container, for example:

·samAccountName,tag1,tag2,tag3

Assign User Groups: You can assign a tag to all members of a group using the Assign User Groups button. This allows you to select a group and assign a specific tag to all containers in that group. This can be useful when you are transitioning from using groups, to using tags.

Refresh: Update the grid.

Columns: Modify the columns in the grid.

Reset: Reset the grid to its default state.

Load: Load a previously saved .csv file for the grid.

Save: Save the grid layout as a .csv file. Click the Shared box to share the layout to other users.

Creating a .csv file

To create a .csv file compatible for use with Archive Shuttle, follow these steps in Microsoft Excel. This is to be used when adding multiple tags to a value.

1.Add each value into its own cell. Do not separate each value with separators such as commas, semi colons or colons, unless necessary (see below). Use the table below as an example:

The output of this would look like the following, using commas as the separator, and Container Name as the importing field, as defined when importing into Archive Shuttle: ContainerName,tag1,tag2,tag3

2.Save under CSV UTF-8 (Comma delimited) (*.csv).

3.Import the .csv file into the chosen grid.

If a comma is necessary in a cell, for example when separating a first name and a last name, then use the instructions below:

1.Add each value into its own cell. Use the table below as an example:

The output of this would look like the following, using semi colons as the separator, and Container Name as the importing field, as defined when importing into Archive Shuttle: "FirstName,LastName";tag1;tag2;tag3

2.Save under CSV UTF-8 (Comma delimited) (*.csv).

3.Import the .csv file into the chosen grid.

Enterprise Vault environment

This is an overview page of all the Enterprise Vault (EV) environments that are needed for the migration project. New Enterprise Vault Directories can be added, and Archive Shuttle collects information about this Enterprise Vault directory through the assigned Archive Shuttle Enterprise Vault Collector module.

For every Enterprise Vault Directory, the table lists the following information:

·Vault Store Name

·Number of Archive in this Vault Store

·Total Item Count in this Vault Store

·Total Item Size in this Vault Store

·Total Shortcut Count in the archives’ associated mailbox

·Total Legal Hold Count

·Archive Gathering Enabled

·Backup Mode enabled

Actions to be performed on the EV Environment page

Add EV Directory: Adds an Enterprise Vault Directory to Archive Shuttle. The following information is needed in order to perform this action:

·Module to associate: Archive Shuttle Enterprise Vault Collector module which should be “responsible” for collecting information about this Enterprise Vault Directory.

·Display Name: Friendly name for this Enterprise Vault Directory. This is only a display name and can be used to identify this Enterprise Vault Directory.

·EV SQL Server: SQL Server name / instance where this Enterprise Vault Directory hosts its Directory database. This can be a hostname, a Fully Qualified Domain Name, an IP Address or all of the previous with a SQL Named Instance provided:

oExample: mysqlserver.mydomain.com

omysqlserver

o192.168.0.1

omysqlserver.mydomain.com\instance

omysqlserver\instance

o192.168.0.1\instance

·EV SQL Database Name: Database name. Defaults to EnterpriseVaultDirectory. This entry is for display purposes only.

Sync all EV Environments: Queues an update request for all Enterprise Vault Directories by their respective Archive Shuttle Enterprise Vault Collector Modules.

Sync Active Directory: Queues an update request for all enabled Active Directory Domains by their respective Archive Shuttle Active Directory Collector modules.

Archive Gathering

Enable: Enable Archive Gathering for the selected Vault Store(s).

Disable: Disable Archive Gathering for the selected Vault Store(s).

Run Now: Queue an Archive Gathering request for the selected Vault Store(s).

Refresh: Refresh the information on the displayed EV Environment table.