Metalogix Email Migrator 4.7.1 - Help

Introduction Getting started Migration User Interface Configuration Troubleshooting & Tips

Connect to folder

Besides connection to different email/archive systems, Email Migrator allows also connection to File System, e.g. ordinary folder. The following lines describe this type of connection.

 

 

Platform

CAPABILITIES

Disk Folder

User Mailbox Items

Journal Mailbox Items

Public Folder Items

3rd party message classes

Shortcut Replace

Retention Preserv.

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N/A

N/A

 

 

 

First in the Email Migrator ribbon menu click the Connection > Connect to folder.

 

 

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This will open the Connect to folder dialog. There are two main settings tabs in this dialog: File Share and Options. Each tab contains a set of configuration options for connecting to Flat File.

 

The available options on File share tab are:

Select destination folder – enter or browse the path to your destination folder

 

If credentials are required for connection to the selected folder, utilize the following text-boxes

Server – enter the server IP address or name

Domain – enter the domain full name (e.g. mydomain.com)

User & Password –  enter credentials of a user with permissions to access the specified folder

 

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The Options tab allows you to further configure your preferred folder structure and naming conventions to be used at migration:

Preserve folder hierarchy – if not checked, all source items irrespective of the source subfolder are migrated directly to the given root folder

Overwrite existing files – if not checked, files already existing in the target will not be migrated

File format used in this folder (available options define behavior at migrating to the given folder)

o Outlook message... - when this option is checked, the behavior at migrating to this folder is as follows: subfolder is created for each mailbox and it further contains folders for each mailbox folder (e.g. Inbox, Sent Items etc.); individual mailbox items are then migrated to these folders in the form of msg files

o Outlook Personal Archive... - when this option is checked, the behavior at migrating to this folder is as follows: individual mailboxes are migrated as PST files to the given folder. Administrator can specify limit for file size in GB. If the mailbox PST file exceeds this limit, it is divided to smaller PST files.

 

·File name (msg) options -

oUse message ID as file name - message ID of the items migrated to this folder will be used as file name

oUse subject as file name - subject (and date) of the files migrated to this folder will be used as file name

·Replace invalid characters in file/folder name with - define which character should replace any character in folder name that is invalid on the target file system

 

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After all of the desired connection options have been set, for all settings tabs, click OK to establish the connection.

If Email Migrator is successful making the connection, a new node appears in the Explorer View and you can expand this node and navigate it.

How To Migrate

After the source and target connections were established, migration process can start.

 

 

The basic scheme is very simple and could be outlined as follows:

1. right-click the source node/mailbox(es) >>

                  2. select Copy ... >>

                                      3. right-click the target node/mailbox(es) >>

                                                4. select Paste ...

 

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NOTE:

After copying the desired source item(s), the Paste action can be initiated on the root node of the target system or on an individual mailbox.

 

In case you paste to the root node of the target system, Email Migrator searches for the target users with the same display name. If such users are not found, the following scenarios can occur:

 

- if such user exists on the corresponding Exchange server, user will be created in the target Archive system

- if such user does not exist on the corresponding Exchange server, user will not be created and migration for such user will fail

 

 

 

Different types of source-target combinations feature various migration configuration options and requirements. For better orientation, connectors can be grouped into these categories:

· Archive Connectors:

                            Symantec Enterprise Vault

                            EMC EmailXtender

                            Mimosa NearPoint

                            GFI MailArchiver

                            HP IAP

                            Zantaz EAS

                            Quest Archive Manager

                            Barracuda Message Archiver

                            GBS iQ.Suite Store

                            Metalogix Archive Manager

 

· Exchange Connectors:

                            Exchange Mailbox

                            Exchange Server

                            Office 365 (Exchange Online)

 

· Gmail

· PST file & folder

 

 

 

 

Consequently, their combinations as source and target create these main types of migration processes:

 

 

From

To

I.

Archive

Archive

II.

Exchange

Archive

III.

Gmail

Archive/folder

IV.

PST file

Archive

V.

all sources

folder

 

Each migration processes (I. - V.) with its requirements and available settings are described in detail in the next sections.  Moreover, one of the successive sections is dedicated to migration involving Public Folders as this process may require special attention.

 

Archive to Archive Manager

 

Once your source and target connections have been successfully configured, you can start the migration to Archive Manager, the process being very simple:

 

1. right-click the source node/mailbox(es) >>

2. select Copy Archive Server/Mailbox(es) >>

3. right-click the target (Archive Manager) node/mailbox(es) >>

                                                                              4. select Paste Mailboxes..

 

 

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VERY

IMPORTANT:

Default retention category of the target Metalogix Archive Manager must be set to

INDEFINITE.

This retention category will be used during migration and it has to be set to indefinite, to ensure that the retention time for all migrated items will be migrated correctly.

 

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NOTE:

It is possible to select any mailbox, group or the whole node. Multiselect is also available (see the screenshot).

If target Archive Manager contains new Archive Manager migration service you can use it to speed up the migration.

 

 

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NOTE:

After copying the desired source item(s), the Paste action can be initiated on the root node of the target system or on an individual mailbox.

 

For instance, you right-click mailbox(es) in source and select Copy from the context menu. To start the migration, go to the root node of target system or to an individual mailbox. Right-click it and select Paste Mailboxes from the context menu.

 

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Before the migration  starts, the Configuration dialog opens. There are these settings tabs:

Shortcut Options – defines how shortcuts should be handled on the target system

Retention Options – configures the retention settings of migrated items on the target system

Filter Options –  settings regarding items to migrate

Mailbox Options – settings allowing item migration

 

 

 

Shortcut Options

Create shortcuts for all migrated emails – if selected, a shortcut will be created for every single migrated item in the user mailbox, i.e. shortcuts will be created also for items that originally had no shortcuts in the user mailbox or user has deleted the shortcut.

 

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NOTE:

If this option is used and Delete original shortcuts is UNCHECKED, no Exchange Settings need to be specified (for any connector).

 

Recreate shortcuts only if the original shortcuts exist – if selected, shortcuts will be created only for items that have shortcuts also in the source system

Do not create shortcuts – Email Migrator will migrate the items to the target system but no new shortcuts will be created, i.e. users will still access archived items in the source system (via the original shortcuts). Archive Manager (target system) items will be available only via ArchiveWeb application for them.

 

 

Delete original shortcuts – can be combined with every option above; when checked, source system shortcuts will be deleted from the user mailbox

 

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ATTENTION:

Keep in mind that the combination Do not create shortcuts + Delete original shortcuts results in no shortcuts in the user mailbox, i.e. no access to the archived items.

 

 

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For the sake of post-migration check, administrator can decide to keep the original shortcuts and also create new ones (e.g. Create shortcuts for all migrated emails - ON and Delete original shortcuts - OFF). The shortcut options configuration then results in two types of shortcuts. Once the migration has run, the mailbox contains shortcuts of the legacy archive system and Metalogix Archive Manager shortcuts, i.e. shortcuts are duplicated. In such scenarios it may be desired to remove the legacy shortcuts.

To do so after migration:

1. In the Email Migrator connect to your Exchange Server.

2. Right-click the desired mailbox under the Exchange Server node and from the context menu select Remove shortcuts.

3. In the pop-up dialog check the shortcut type you want to remove and click Run.

 

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NOTE:

Shortcuts for the following archive systems can be removed:

oPamMessage - shortcuts created by Metalogix Archive Manager

oEnterpriseVault.Shortcut - shortcuts created by Symantec Enterprise Vault

oExShortcut - shortcuts created by EMC EmailXtender

oMimosaStub - shortcuts created by Mimosa NearPoint

oPERSISTMailItem - shortcuts created by HP IAP

oEAS - shortcuts created by Zantaz EAS

oAfterMail - shortcuts created by Quest Archive Manager

oBMA.Stub - shortcuts created by Barracuda Message Archiver

oTJ.KAI.Archived - shortcuts created by iQ.Suite Store

 

 

Retention Options

Migrate retention date – migrated items will have the same retention in the target system as in the source system

Overwrite retention date for all items – original retention of the migrated items will be overwritten; the value defined in the Retention in months will be used

Set retention date if not defined – retention will be overwritten only for items that have no retention set in the source system, the value defined in the Retention in months will be used for such items

 

Retention in months – defines the retention for Overwrite retention date… and Set retention date… options; the defined time period starts on the migration date

 

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Filter Options

This tab may contain these subtabs (varying based on the type of source):

Folders - use this tab to define folders which should be excluded from migration. It may not be desired to migrate certain types of folders, e.g. Deleted items, Trash, Spam etc. Click the Add button to specify such folders. In the pop-up dialog enter the FULL PATH to the desired folder preceded by forward slash " / ". Be aware that only the specified folder will be excluded, folders with the same name but occurring elsewhere in the folder structure will be migrated. For instance, if you specify folder path "/Private", it will be excluded from the migration. However, any other folder with identical name but in different location (e.g. Inbox/Private) will be migrated.

 

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Item Classes - applicable only for some connections - two boxes on this tab allows you to fine-tune the migration in respect to Exchange defined message classes (e.g. Calendar, Contacts, Post, various shortcuts etc.). By default only shortcuts of supported archiving systems are excluded from migration. To configure your desired settings, add/remove items in the Included Item Classes and Exclude Item Classes boxes.

 

 

Example:          To migrate calendar items enter    IPM.Appointment*

                   To migrate contacts items enter     IPM.Contact*

                   To migrate journal items enter       IPM.Activity*

 

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NOTE:

Shortcuts for the following archive systems can be migrated:

o PamMessage - shortcuts created by Metalogix Archive Manager

o EnterpriseVault - shortcuts created by Symantec Enterprise Vault

o ExShortcut - shortcuts created by EMC EmailXtender

o MimosaStub - shortcuts created by Mimosa NearPoint

o PERSISTMailItem - shortcuts created by HP IAP

o EAS - shortcuts created  by Zantaz EAS

o AfterMail - shortcuts created by Quest Archive Manager

o BMA.Stub - shortcuts created by Barracuda Message Archiver

o TJ.KAI.Archived - shortcuts created by iQ.Suite Store

 

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Other - time and size filtering options are activated by checking the respective check-boxes and configuring required settings

 

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Mailbox Options

Copy Items – if not checked, NO items will be migrated; to migrate mailbox items (emails, calendar items etc.) this option must be selected

 

Verify items migration (slow) - visible only in advanced mode (Settings/Enable Advanced Mode) - when selected the function checks if the subject and body of the migrated item are the same on source and target; However, it slows down the migration. The verification can run also after migration as a standalone process. To run it after migration, use the context menu. To do so:

1. Right-click the source mailbox and from the context menu select Compare Mailbox option

2. Right-click the target mailbox and from the context menu select Compare with Mailbox option

3. The progress dialog appears and you can check the log

 

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Once your desired settings are defined, click Run to start the migration.

 

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NOTE:

After clicking the Save button a migration job with the specified settings will be created and saved in the Job list. However, it will not run immediately. You can run it manually later or create a PowerShell script for it. For more information, see the Job List section.

 

Exchange to Archive Manager

Once your source and target connections have been successfully configured, you can start the migration to Archive Manager, the process being very simple:

 

1. right-click the source node/mailbox(es) >>

2. select Copy Server/Mailbox(es) >>

3. right-click the target Archive Manager node/mailbox(es) >>

                                                                              4. select Paste Mailboxes..

 

 

 

Email Migrator migrate items from user mailboxes, public folders as well as journal mailbox in Exchange Server to Metalogix Archive Manager. The competitive advantage of Email Migrator is the possibility to migrate not only common Exchange Server items but also the items already archived in Exchange Server, aka In-Place archive. (Please note that archiving Exchange items to Metalogix Archive is the main functionality of Metalogix Archive Manager.)

 

 

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NOTE:

It is possible to select any mailbox, group or the whole node. Multiselect is also available (see the screenshot).

 

 

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NOTE:

After copying the desired source item(s), the Paste action can be initiated on the root node of the target system or on an individual mailbox.

 

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VERY

IMPORTANT:

User under which the migration runs must have Full Access permissions for the migrated mailboxes. For more information on how to manage Full Access permissions see the following Microsoft article:

http://technet.microsoft.com/en-us/library/bb676551%28v=exchg.141%29.aspx

 

For instance, you right-click the mailbox in source and select Copy from the context menu. To start the migration, go to the root node of target system or to an individual mailbox. Right-click it and select Paste Mailboxes from the context menu.

 

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Prior to migration you will be asked to specify your preferred copying options in the pop-up dialog. This dialog contains these tabs:

 

 

Shortcut Options

 

Create shortcuts for all migrated emails – if selected, a shortcut will be created for every single migrated item in the user mailbox, i.e. shortcuts will be created also for items that originally had no shortcuts in the user mailbox or user has deleted the shortcut.

 

Recreate shortcuts only if the original shortcuts exist –  N/A

Do not create shortcuts – Email Migrator will migrate the items to the target system but no new shortcuts will be created, i.e. users will still access archived items in the source system (via the original shortcuts). Archive Manager (target system) items will be available only via ArchiveWeb application for them.

 

 

Delete original shortcuts – N/A

 

 

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Retention Options

Migrate retention date – migrated items will have the same retention in the target system as in the source system

Overwrite retention date for all items – original retention of the migrated items will be overwritten; the value defined in the Retention in months will be used

Set retention date if not defined – retention will be overwritten only for items that have no retention set in the source system, the value defined in the Retention in months will be used for such items

 

Retention in months – defines the retention for Overwrite retention date… and Set retention date… options; the defined time period starts on the migration date

 

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Filter Options

 

Filter Options tab can include 3 subtabs depending on the connector configurations:

Mailbox Items - select which mailbox items should be migrated; if nothing is selected, NOTHING will be migrated, just a mailbox will be created as appropriate:

o Migrate Primary Mailbox - check to migrate common Exchange mailbox items

o Migrate Archive Mailbox - check to migrate items from Exchange Archive (In-Place archive)

 

 

 

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Item Classes - two boxes on this tab allows you to fine-tune the migration in respect to Exchange defined message classes (e.g. Calendar, Contacts, Post, various shortcuts etc.). By default only shortcuts of supported archiving systems are excluded from migration. To configure your desired settings, add/remove items in the Included Item Classes and Exclude Item Classes boxes.

 

 

Example:          To migrate calendar items enter    IPM.Appointment*

                   To migrate contacts items enter     IPM.Contact*

                   To migrate journal items enter       IPM.Activity*

 

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NOTE:

Shortcuts for the following archive systems can be migrated:

o PamMessage - shortcuts created by Metalogix Archive Manager

o EnterpriseVault - shortcuts created by Symantec Enterprise Vault

o ExShortcut - shortcuts created by EMC EmailXtender

o MimosaStub - shortcuts created by Mimosa NearPoint

o PERSISTMailItem - shortcuts created by HP IAP

o EAS - shortcuts created  by Zantaz EAS

o AfterMail - shortcuts created by Quest Archive Manager

o BMA.Stub - shortcuts created by Barracuda Message Archiver

o TJ.KAI.Archive - shortcuts created by iQ.Suite Store

 

 

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Other - time and size filtering options are activated by checking the respective check-boxes and configuring required settings

 

 

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Mailbox Options

Copy Items – if not checked, NO items will be migrated; to migrate mailbox items (emails, calendar items etc.) this option must be selected

 

Verify items migration (slow) - visible only in advanced mode (Settings/Enable Advanced Mode) - when selected the function checks if the subject and body of the migrated item are the same on source and target; However, it slows down the migration. The verification can run also after migration as a standalone process. To run it after migration, use the context menu. To do so:

1. Right-click the source mailbox and from the context menu select Compare Mailbox option

2. Right-click the target mailbox and from the context menu select Compare with Mailbox option

3. The progress dialog appears and you can check the log

 

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Once your desired settings are defined, click Run to start the migration.

 

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NOTE:

After clicking the Save button a migration job with the specified settings will be created and saved in the Job list. However, it will not run immediately. You can run it manually later or create a PowerShell script for it. For more information, see the Job List section.

 

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