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Quadrotech Archive Shuttle 10.3 - Administration Guide

Bulk Mappings

This page is used to map containers to either new or to existing containers based on certain criteria.

The following basic information about each container is visible in the grid view:

·Name

·Indicator field to show whether the container has an owner or not

·Owner Full Name

·Group

·Type of container (e.g., Enterprise Vault)

·Archive Type

·Indicator field to show whether the container has a mailbox or not

·Link Name

·EV Archive Status

·Item Count

·Total Size

·Indicator field to show whether the container is mapped or not

If a Container’s owner / user could not be determined in Active Directory, it is considered “ownerless”, and is marked as such in the Name column.

Actions to be performed on the Bulk Container Mapping page

Add Mappings: Add mappings for selected containers. A pop-up wizard allows the mapping to be defined. The information that is required depends on the target:

Enterprise Vault - The target user strategy must then be chosen as follows:

·Same User

·Different User (Choose this option if the migration is to take place to another domain. The target domain can be chosen from a drop-down list, and matching criteria must be specified (e.g., Legacy Exchange DN, SID History, User Name))

 

The container strategy must then be chosen as follows:

Create new containers - Choose this option if Archive Shuttle should create new containers in the target environment.

Using existing containers - Choose this option if Archive Shuttle should use existing containers in the target environment.

Create new if there is no existing - Choose this option if Archive Shuttle should primarily use existing containers in the target environment, and if they do not exist, they will be created.

 

The target link must then be selected.

Choose the Link where you want to migrate to: - Select an entry from the drop down list that will correspond to a link in the target environment.

 

Exchange - The mailbox type must then be chosen as follows:

·Primary mailbox: Choose this option if Archive Shuttle should ingest the data in to the users primary mailbox.

·Secondary (Archive) Mailbox: Choose this option if Archive Shuttle should ingest the data in to the users secondary (archive) mailbox. If this option is selected, then an option of what action should be taken if a secondary mailbox does not exist can be specified. The choice of options are to either skip the ingestion or ingest into the primary mailbox instead.

 

Office 365 - The mailbox type must then be chosen as follows:

·Primary mailbox: Choose this option if Archive Shuttle should ingest the data in to the users primary mailbox.

·Secondary (Archive) Mailbox: Choose this option if Archive Shuttle should ingest the data in to the users secondary (archive) mailbox. If this option is selected then an option of what action should be taken if a secondary mailbox does not exist can be specified. The choice of options are to either skip the ingestion or ingest into the primary mailbox instead.

The target link must then be selected.

·Choose the Link where you want to migrate to:

Select an entry from the drop down list that will correspond to a link in the target environment.

PST - The format must then be chosen as follows:

·PST: The output format will be PST

The target link must then be selected.

·Choose the Link where you want to migrate to:

Select an entry from the drop down list that will correspond to a link in the target environment.

Later in adding this type of mapping, it is required to choose a PST File name policy. This is selected from a drop down list.

The remaining elements in the pop-up wizard are then the same regardless of the target for the migration:

·Workflow Policy: The workflow policy must then be chosen, the list of workflows that are available will be determined by the chosen target. For example, if the migration is to Enterprise Vault, only those workflows applicable to an Enterprise Vault migration will be shown. Additional workflow policies can be defined. This is described in the section Workflow Policies.

·Filter Policy: The filter policy must then be chosen from the drop-down list. The will be a default filter which performs no filtering. Additional filter policies can be defined. This is described in the section Filter Policies.

·Choose Container Mapping Settings: Properties for the new mapping can then be set.

·Migration Status: Enabled: Enable immediate migration for the newly added mappings.

·Migration Status: Disabled. Does not immediately start migration for the newly added mappings.

·Item Gathering Status: Enabled. Enables item gathering for the newly added mappings.

·Item Gathering Status: Disabled: Does not start item gathering for the newly added mappings. There will be a summary page displayed at the end of the wizard when creating a new container mapping. This contains all of the information gathered during the wizard and should be reviewed before committing the changes.

·Run Item Gathering: Start Full or Delta item collection for selected containers. The source container will be examined and data relating to each item will be collected and added to the appropriate Archive Shuttle Link database.

Dissociate Archive User

There is an ability to disassociate the user of a source container so the container may be migrated as a leaver. To do this:

1.Select the row(s) with a source container.

2.Click Dissociate Archive User from the top ribbon.

3.This container will be marked as ownerless.

 

Manual Mappings

Allows an administrator to create mappings for single containers. The source as well as target container must already exist. Performing a mapping operation in this manner is useful for containers such as Enterprise Vault Journal Archives, or where containers need to be merged to a target container.

The following basic information about each container is visible in the grid view:

·Name

·Owner Full Name

·Group

·Type

·Mailbox Type

·Link Name

·Content Count

·Content Size

·Link name

·Mapping Counts for the source and target

Actions to be performed on the Manual Mapping page

·Add Mapping: Adds a mapping for the selected containers. A source and target container must have been selected before this navigation bar item is available.

·Add to Group: One or more containers can be added to an existing or new group. This group membership can then be used for filtering and batching of users for migration.

·Refresh: Refreshes source and target container tables.

·Reset: Resets the source and target container tables back to the default list of columns, and removes any currently defined filters.

Existing Mappings

Containers that have already been mapped are listed on the Existing Mappings page. This page gives the ability to Enable/Disable mappings for migration and perform other container mapping related actions.

info

NOTE: Additional columns are available if the ‘Advanced view’ is enabled (under the ‘Views’ tab) though this makes the user interface slower if there are a large number of mappings.

The table shows the following information for each existing container mapping:

·Container Mapping ID

·Source Container Type

·Source Container User

·Source Group

·Source Container Link Name

·Flag to indicate if the container has an owner

·Flag to indicate if the container has a mailbox

·Target Container Type

·Target Container User

·Target Group

·Target Container Link Name

·Workflow Policy

·Filter Policy

·Priority

·Item Gathering Enabled: Indicates whether the container mapping is enabled for item gathering (container level).

·Enabled for Migration: Indicates whether the container mapping is enabled for migration. Archive Shuttledoes NOT start to export / import when a container mapping is disabled for migration.

·Stage 2: Indicates whether the container mapping has been switched to the target. If it has, Stage 2 of the Workflow has been started.

·Stage 2 Finished: Indicates whether Stage 2 has finished for this mapping

Actions to be performed on the Existing Container Mappings page

These actions can be performed on this page:

·Set Priority: Adjust the priority for the selected container mapping(s)

·Enable Stage 2: Switch the selected container(s) to the target

·Enable for Migration

·Disable for Migration

·Enable Item Gathering

·Disable Item Gathering

·Delete Mapping

·Run Item Gathering

·Run Shortcut Gathering

·Set Workflow Policy

·Set Filter Policy

·Set Failed Item Threshold

·Add to Group: One or more containers can be added to an existing or new group. This group membership can then be used for filtering and batching of users for migration.

·View Mappings Health: Switches to a status page which can be used to check mappings.  See the section in this document called ‘Mappings Health’ for more information.

·Comment: Set a comment of up to 256 characters on one or multiple mappings.

·Refresh

·Columns

·Reset

·Set Rollover Threshold: Specify the size in MB, or number of items that PST files should be rolled over.

·Disable Offline Mode

·Enable Offline Mode

Offline Media

The Offline Media configuration helps support the process whereby the source and target staging areas need to be different.

This is currently supported for:

·Enterprise Vault to Enterprise Vault, Office 365 or Exchange

·EAS to EV, O365 or Exchange

·Dell Archive Manager to EV, O365 or Exchange

Some examples of when this might occur are:

·Source and target environments are in different non-trusted forests

·Slow WAN links mean that the bulk of the data will be migrated via ‘disk shipping’

There are a number of steps to follow in order to successfully use the Offline Media feature in Archive Shuttle, and these are described below:

Create Mapping Set

On the Offline Media a new source and target mapping set can be created by clicking on ‘Create’ in the Actions bar. This is the first step and in the mapping the source link is specified along with the target link, and name can be given to the set.

 

Add Export and Import Locations

With the Mapping Set selected multiple export and import paths can then be defined. Export paths can be configured to be one of three states:

Status

Description

Open

Data can be written to this path

Closed

Data will not be written to this path

Ready

Data path is on standby

If an open export path becomes full, then the next ready container will be used.

 

Configure the Links to use Offline Media

The source and target links need to have ‘Offline Mode’ enabled. This is performed by selecting the links on the Links page in the Admin Interface and selected ‘Enable’ in the ‘Offline Mode’ of the Actions bar.

When this has been enabled the Staging Area Path for those links will no longer be used. Instead, the paths used are those defined on the ‘Offline Media’ page.

 

Creating Container Mappings

The container mappings are configured in the same way as ordinary mappings.

 

Export Data

Data will then begin to be collected and exported from the source containers and placed on the staging areas defined in the Offline Media set.

 

Ship the data

Periodically during the export, or at the end of the export, the exported data then needs to be ‘shipped’ to the target import path. This can be simply a case of copying the data manually or by shipping the disk and performing the necessary actions to make it available on the given name in the target environment.

If the data is copied, ensure that the very top level (below the share name itself) is copied to the target.

 

Enable Scanning of the Import Location

When the data is ready to be imported the Import Path has to be enabled for scanning on the “Offline Media” page.

When scanning is enabled, the location is scanned by the import module each hour for new data. If found, the data is then made available for the import module to process.

Once the scanning has occurred the data will be made available for the Import Module.

 

Import Data

Once the target Import Path has been scanned and data recorded in the Item Database as being available for import, the import module will process the data in the container mapping as normal.

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