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Metalogix Email Migrator 4.7.1 - Help

Introduction Getting started Migration User Interface Configuration Troubleshooting & Tips

Requirements, Configuration and Installation for Distributed Migration

Steps to Set Up Your Environment for Distributed Migration

1.Prepare your Controller (Host) machine. For more information, see Requirements for a Controller Machine.

2.Prepare your Agent Database. For more information, see Requirements for an Agent Database.

3.Prepare your Agent machine(s). For more information, see Requirements for an Agent Machine.

4.Create and install SSL Certificates on all machines. For more information, please see Creating an SSL Certificate, and Installing an SSL Certificate.

5.Open the Email Migrator application on your Controller (Host) machine, and perform the following:

1.Create the Agent Database. For more information see Creating an Agent Database.

2.Connect to the Agent Database. For more information, see Connecting to an Agent Database.

3.Add Agents. For more information, see Adding an Agent.

 

Requirements for the Controller (Host) machine

1.Email Migrator must be installed and set-up on the Controller machine. For details on this, please see the Installation part.

2.The User account that is connecting to and running migrations from the Controller to the Agent machines will require Administrator permissions on both the Controller machine and all of the Agent Machines.

3.An SSL Certificate must be created for the Controller and the same certificate can be installed on all machines in the Distributed Migration model. You do not need to create multiple SSL certificate files. For more information about creating an SSL certificate, please see the Creating an SSL Certificate section. For more information about installing an SSL certificate, please see Installing an SSL Certificate section.

 

Requirements for the Agent Database

1.The Agent Database must use SQL Server 2008 or later.

2.The Agent Database can reside on the Controller machine or any other machine in network, provided that the Agents and Controller have access to that machine.

3.The Agent database should be created from the Metalogix Email Migrator. For more information, see Creating an Agent Database.

 

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NOTE:

It is recommended that SQL Server Authentication is used to connect to the Agent Database.

 

Requirements for an Agent Machine

1.An agent machine can be a physical or a virtual machine with 4 GB of free RAM.

2.PowerShell 3.0 must be installed.

3.Microsoft Windows Server 2008 R2 or later is the recommended operating system but can be also Windows 7, 8, 8.1, and 10.

4.The Agent machine must meet all the prerequisites as specified in the Prerequisites part.

5.It must allow remote connections to itself.

 

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NOTE:

It is recommended that the Agent should be in the same network as the Controller.

 

6.All instances of Windows PowerShell must be closed.

7.An SSL Certificate must be created and installed on all machines in the Distributed Migration model. For more information about creating an SSL certificate, please see the Creating an SSL Certificate section. For more information about installing an SSL certificate, please see the Installing an SSL Certificate section.

8.The following services must be started:

1.Remote Registry

2.Server Service

3.Workstation Service

9.If Replace shortcut function is used, WinRM must have authentication allowed.

Users should also note that when connecting to an Agent machine the Controller will try to install a copy of Email Migrator Console on that Agent. In order to do this Email Migrator (on the Controller machine) will look at the following folder location (local to itself) "C:\ProgramData\Metalogix" to see if a copy of the install file is present. It will look for the installer file using the naming convention: Metalogix Email Migrator Installer_X.X.X.exe. If the file is found, then the installer will be copied to the Agent and deployed. If the file is NOT found, then Email Migrator will try to copy the installer from the Metalogix website, rename the download when it completes, then copy that file to the Agent.

 

Installing a Certificate for Use with Remote Agents

This section is for reviewing how to install a security certificate, specifically for use with the Distributed Migration model. It will cover how to install a certificate and provide one method for creating certificates. Please contact your IT administrator for assistance with the installation of an SSL certificate signed by a certificate authority.

 

Creating an SSL Certificate

There are multiple ways to create an SSL Certificate. It is usually recommended to talk to your System Administrator/IT administrator or Security specialist in order to get one created for you. However, if you need to create one yourself we will provide some very basic steps here to generate a basic certificate that will work with your Distributed Migration deployment.

The instructions presented here can help you generate a self-signed certificate for test purposes only. Please contact your IT administrator for assistance with the creation and installation of SSL certificate signed by a certificate authority.

1.From the Controller machine Start screen, search for Internet Information Services (IIS) Manager and open it.

2.In the Connections pane on the left-hand side, click on the server name.

3.In Features pane, double-click Server Certificates in the IIS section.

4.In the Actions pane on the right-hand side, click Create Self-Signed Certificate. The Create Self-Signed Certificate dialog appears.

5.In the Specify a friendly name for the certificate field enter a desired name.

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6.Click OK.

7.In the Server Certificates list, select the certificate you just created, and right-click to display the actions menu.

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8.In the Export Certificate dialog, enter the location in the Export to field. Enter and confirm a password in the password fields.

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9.Press OK. The SSL certificate file is exported to the specified location.

 

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NOTE:

The same SSL certificate must be copied and installed on every Agent that participates in the distributed migration model.

 

In addition to the above steps there are some alternative methods that can also be used to create certificates. Some examples can be found at the following locations:

·https://msdn.microsoft.com/en-us/library/windows/desktop/aa386968%28v=vs.85%29.aspx

·http://www.howtogeek.com/107415/it-how-to-create-a-self-signed-security-ssl-certificate-and-deploy-it-to-client-machines

 

Installing an SSL Certificate

The instructions presented here can help you install a self-signed certificate for test purposes only. This applies to both the Controller and Agent machines.

1.Login to the machine as the Windows administrator.

2.Double-click the SSL certificate file where you saved the certificate. The Certificate Import Wizard opens. Keep the default selection and click Next.

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3.Verify the file shown in the File name field. Click Next.

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4.Specify the password. Keep the default settings as they are. Click Next.

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5.Keep the default settings as they are. Click Next.

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6.Click Finish. The import confirmation dialog appears.

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7.The SSL Certificate is installed on the machine. To install the SSL certificate on agent machines, log in to the agent machines as the windows administrator, copy the certificate to the agent machine and repeat these instructions.

 

Agent Databases

This page will review how to create an Agent Database for use with the Distributed Migration feature, as well as review how to connect to an Agent Database. Creating Agent Database is required for Agents management.

 

Creating an Agent Database

1.From the Controller machine, expand the File menu in the Job list section of the Email Migrator. Click Connect to Agent Database.

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2.In the Connect to Agent Database dialog, enter the information for the fields as described below.

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3.In the SQL Server field, enter name of the SQL server. You can manually enter the name or IP address of the SQL server.

Alternatively, you can click the Browse button to open the SQL Server Browser dialog, and select from any of the listed servers.

4.Click the Browse button to open the Database Browser dialog.

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5.Click the New Database button. The Create New Database dialog opens.

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6.In the Name field, enter the name you want to use for the Agent Database, and click OK. The new Database will be added to the list. Select this Database and click OK.

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7.Click OK. The new Agent Database will be automatically created. After the database is created, the Connect to Agent Database dialog reappears. Follow the instructions from step 2 in Connecting to an Agent Database.

 

Connecting to an Agent Database

1.From the Controller machine, expand the File menu in the Job list section of the Email Migrator.

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2.In the Connect to Agent Database dialog, enter the information for the fields as described in the table below.

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Field/Button

Description

SQL Server

The name of the SQL server. You can manually enter the name or IP address of the SQL server. Alternatively, you can click the Browse button to open the SQL Server Browser dialog, and select from any of the listed servers.

SQL Database

The name of the database. You can manually enter the name. Alternatively, you can click the Browse button to open the Database Browser dialog, and select from any of the listed databases.

Use Current Windows User

This option uses the default windows authentication method, and is set for the account that is currently logged in and using the Email Migrator. The assumption is that the Agent Database uses the same credentials as the current user.

Use SQL Server Login

This option uses the database authentication to validate the user. This is the recommended option, and should be used when the Agent database is on another server and the Windows authentication for that server is not the same as the current user's credentials. Clicking the Remember my password check-box will allow the Email Migrator to remember the password for this SQL Server Authentication account.

3.Click Connect to establish the connection to the Agent Database.

4.If you subsequently establish a connection to an Agent Database that is based on SQL Server, then you will be prompted with a message asking if you want to copy the configuration settings (application, environment, and user settings) to the Agent Database.

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5.Click Yes to continue with the copy process. This is a recommended step. Alternatively, click No to prevent the copy.

·Message when you connect from one Agent Database to another Agent Database:

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6.If you have agreed to copy the configuration settings, a confirmation dialog appears. Click OK.

7.Click OK to complete the process. Then close and restart the Email Migrator.

8.When you restart the Email Migrator, verify that that the Job List section is displaying the details of the Agent Database, and the Manage Agents and Manage Queue buttons are enabled in the Email Migrator ribbon.

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Manage Agents

The Metalogix Email Migrator that is set up as the controller (or Host), provides a single point of management control with the ability to add, view, edit, update, refresh and remove agents.

To open the Manage Agents dialog:

1.Click the Manage Agents button from the Email Migrator ribbon.

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If the Manage Agents button appears disabled, your Email Migrator is not connected to a configured Agent Database. To create an Agent Database, please see the Creating an Agent Database section. To connect to an Agent Database, please see the Connecting to an Agent Database section.

2.The Manage Agents dialog appears.

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The Manage Agent dialog presents a toolbar with the following options:

·Add Agent - Allows you to automate the set up and configuration of an Email Migrator Agent. For more information, see Adding an Agent.

·View Agent - Displays more information about the Agent such as log history, and other pertinent information. For more information, see Viewing Agent Details.

·Edit Agent - Allows you to change the credentials of an Agent. For more information, see Editing an Agent.

·Update Agent - Updates the Email Migrator version, or the Application Mapping files in the selected Agent. For more information, see Updating an Agent.

·Refresh Agent - Displays the most recent status of the Agent. For more information, see Refreshing an Agent.

·Remove Agent - Deletes the Agent definition from the Agent Database but preserves the application and other files on the Agent machine. For more information, see Removing an Agent.

The Manage Agents dialog displays a list of Email Migrator Agents, called the Agent list. The information presented in the various columns are as follows:

Column

Description

Agent Name

Name of the physical or virtual machine that is set up as an Agent.

OS Version

The version of the operating system used by the Agent.

App Version

The version of the Email Migrator installed on the Agent.

Run As

Down-level logon name to access the Agent. For example, mydomain\administrator

Status

Recent state of the Agent. The status values could be one of the following values:

·Available - the Agent is ready to start a new migration job.

·Busy - the Agent is running a migration job.

·Error - the Agent has encountered a fault condition.

·Configuring - the Agent is being set up.

Log Message

The most recent log message. To view the log history and other pertinent information, see Viewing Agent Details.

In addition to the information presented in the columns, you can select an Agent from the list by clicking anywhere on the row. A row selector icon and the highlighted row indicates the selected row. If you right-click the selected row, all actions other than the ability to add an Agent is displayed as a pop-up menu as shown below. If the Status of the selected row is Busy, then the Edit Agent and Update Agent actions are disabled. If the Status of the selected row is Configuring, then the Edit Agent, Update Agent and Refresh Agent actions are disabled.

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NOTE:

The toolbar options will be referenced in the instructions provided below. You can always use the right-click action to access the various options.

 

3.Click the Close button to close the Manage Agent dialog.

 

Adding an Agent

1.From the Manage Agents toolbar, click Add Agent. The Add Agent dialog appears.

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2.In the Agent Name field, enter the name of the physical or virtual machine that should be been set up as an Email Migrator agent.

Alternatively, click the Browse button which opens the Agent Browser dialog. You can select from any of the listed computers. The computers that are listed in the Agent Browser dialog are a list of networked computers and not necessarily Email Migrator agents. Contact your system administrator if you are not sure which machine should be selected as a candidate agent.

3.In the IP Address field, enter the Internet Protocol identifier of the physical or virtual machine you want to add as an agent. If the value you entered in the Agent Name field can be resolved successfully, the IP Address field is automatically filled. If you have entered a value in the Agent Name field and the IP Address field manually, and both values resolve to a valid physical or virtual machine, then the value specified in the IP Address field will take precedence.

4.Specify the agent credentials in the Connect As section.

5.In the User Name field enter the down-level logon name of the windows administrator to access the Agent. For example, enter 'mydomain\administrator'.

6.In the Password field, enter the password required for authentication.

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NOTE:

The agent credentials will be saved to the Windows Vault on the Controller (Host) machine. The credentials will be updated if the agent specifications are edited. For more information, please see the Editing an Agent section. The agent credentials will be deleted when the agent is removed from Agent Database. For more information, please see the Removing an Agent section.

 

7.Click Connect. This action adds the Agent to the Agent Database and copies the Email Migrator installer files, Application Mapping files, and the licensing file to the specified agent. All editions of the Email Migrator are silently installed and configured on the selected Agent.

8.The Add Agent dialog closes. The new Agent appears in the list of Agents in the Manage Agents dialog. The Status value is 'Configuring'.

Alternatively, click the Cancel button to discard the changes. The Add Agent dialog closes.

 

Viewing Agent Details

1.From the Manage Agents dialog, select an Agent by clicking on the row in the Agents list. The row selector icon and the highlighted row indicates the selected row.

2.From the Manage Agents toolbar, click View Agent. The Agent Details dialog appears.

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3.The information presented in the dialog is as follows:

Field

Description

Agent Name

Name of the physical or virtual machine that is set up as an Agent.

IP Address

The Internet Protocol identifier of the Agent.

OS Version

The version of the operating system used by the Agent.

CM Version

The version of the Email Migrator  installed on the Agent.

Connected As

Down-level logon name used to access the Agent. For example, mydomain\administrator.

Agent Output

List of log messages from the Agent prefixed with a time stamp. The most recent message appears at the top of the list.

4.Click the Close button to close the dialog and return to the Manage Agents dialog.

 

Editing an Agent

1.From the Manage Agents dialog, select an Agent that should be edited by clicking on the row in the Agents list. The row selector icon and the highlighted row indicates the selected row.

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2.From the Manage Agents toolbar, click Edit Agent. The Edit Agent dialog appears. The Agent Name and IP Address fields are read-only and disabled. The Browse button is disabled.

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3.If necessary, change the User Name or Password.

4.Click the Connect button to update the credentials. The Edit Agent dialog closes.

Alternatively, click the Cancel button to discard the changes. The Edit Agent dialog closes.

 

Updating an Agent

1.From the Manage Agents dialog, select an Agent that should be updated by clicking on the row in the Agents list. The row selector icon and the highlighted row indicates the selected row.

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2.From the Manage Agents toolbar, click Update Agent. The Update Agent dialog appears.

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Select from one of the following options:

·[Default] Update Consoles - Updates the Email Migrator version installed on the selected Agent to match the Controller version. See Requirements for Controller (Host) Machine for more information.

If the Controller (Host) version matches the version installed on the Agent, then the message 'Console with same version is already installed' is logged.

If the Controller (Host) version is older than the Agent version, then the update fails, and the message 'Installation failed' is logged.

The License file will be updated every time when this option is selected even if no update is required. To see these and other logged messages, you can close this dialog and click View Agent from the Manage Agents toolbar.

·Update Application Mappings only - Copies the latest application mapping files from the Controller (Host) to the Agent.

3.Click OK. The Update Agent dialog closes and the selected update is completed if possible. The status will change to Configuring until the update completes. If the update is successful, the status changes to Available. To view the current status, click Refresh Agent or View Agent from the Manage Agents toolbar.

Alternatively, click the Cancel button to discard the selections and prevent any updates.

 

Refreshing an Agent

1.From the Manage Agents dialog, select an Agent that should be updated by clicking on the row in the Agents list. The row selector icon and the highlighted row indicates the selected row.

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2.From the Manage Agents toolbar, click Refresh Agent. The information about the selected agent is re-queried from the Agent Database and presented in the Agent list. For example, if the state of the Agent has changed since the previous refresh and the Manage Agent dialog is still open, the Status of the selected Agent will change.

 

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NOTE:

A refresh also occurs when the Manage Agents dialog is opened.

 

Removing an Agent

1.From the Manage Agents dialog, select an Agent that should be removed by clicking on the row in the Agents list. The row selector icon and the highlighted row indicates the selected row.

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2.From the Manage Agents toolbar, click Remove Agent. A warning dialog appears.

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3.Click Yes to proceed with the removal. The Agent disappears from the Agents list.

Alternatively, click No to prevent the removal of the Agent.

 

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NOTE:

When an Agent is removed, the Agent definition is deleted from the Agent Database. The Email Migrator, the application file mappings and License files are not removed from the Agent machine

 

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