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Quadrotech Archive Shuttle 10.3 - Administration Guide

Filter Policies

The Filter Policies page in the Admin Interface allows an administrator to customize filters relating to the data migration and create new ones.

In order to filter by ‘Path’ the ‘Collect Extended Metadata’ must be enabled in System Configuration.

Filters should be given a name to easily identify them, and can be based on:

 

Field

Description

Source

ArchivedDate

The date the item was archived

EV

Path

The path to the archived item

All

RetentionCategory

The retention category of the archived item

EV

HasShortcut

The item has message properties implying it was archived

All

ItemDate

The date/time of the item itself.

All

ItemSize

The size of the archived item

All

HasLegalHold

Whether the items is on legal hold

EV

Filter conditions are logically ANDed together. For example, it is possible to migrate date from a particular path AND below a particular size.

Example Filters

The following section gives some examples of filters that can be created. Once they have been created in the Admin Interface, they can then be used when performing container mapping operations.

Only migrate items which have shortcuts

Create New Filter

·Give the filter a name, e.g., “With Shortcut”

Add a filter condition

·Click “New” in the “Filter Condition” section.

·Choose the “Policy” which was created previously.

·Choose “HasShortcut” from the “Filter By” selection

·Choose “Yes” in the “Value” selection

·Click Add

Only migrate items which belong to a particular retention category

Create New Filter

·Give the filter a name, e.g., “3 Year Retention Category”

Add a filter condition

·Click on “New” in the “Filter Condition” section.

·Choose the “Policy” which was created previously.

·Choose “RetentionCategory” from the “Filter By” selection

·Select the appropriate retention category from the drop-down list of categories from the source environment

·Click Add

Only migrate data with ItemDate younger than 2011-12-31

Create New Filter

·Give the filter a name, e.g., “Newer than 2011”

Add a filter condition

·Click on “New” in the “Filter Condition” section.

·Choose the “Policy” which was created previously.

·Choose “ItemDate” from the “Filter By” selection

·Select the Operator “YoungerThan” from the Operator drop down

·Select the date 31st December 2011 from the date picker

·Click Add

Naming Policies

File Name Policy

The File Name Policies page in the Admin Interface allows an administrator to customize file name policies to be used in migrations where the target is PST. Tokens are used to construct the file name of the PST file when it is renamed/moved to the PST Output Path. The possible tokens can be seen above.

When creating or editing a policy a live example of a file name will be shown to help with the policy design.

Folder Name Policy

The Folder Name Policies page in the Admin Interface allows an administrator to customize folder name policies to be used in a journal archive migration. Tokens are used to construct the folder name of the place in the mailbox where items are migrated to. The possible tokens are:

Token

Description

*Original SMTP address*

The SMTP address of the original recipient

*Mapped SMTP address*

The SMTP address of the mailbox where data is being migrated to

There is also a checkbox to indicate whether the purges folder should still be used as a root, and then the constructed folder name is used as a subfolder from that.

When creating or editing a policy a live example of a name will be shown to help with the policy design.

Archive Name Policy

The Archive Name Policies page in the Admin Interface allows an administrator to customize archive name policies to be used when the RenameSourceArchive command runs in the Stage 2 part of a migration. Tokens are used to construct the name of the archive. The possible tokens are:

Token

Description

*firstname*

First name of the owning user

*lastname*

Last name of the owning user

*fullname*

Full name of the owning user

*upn*

User principal name of the owning user

*SMTP address*

The primary SMTP address associated with the owner

*SAM Account Name*

The SAM Account Name associated with the owner

*Container Mapping ID*

The Archive Shuttle container mapping ID

*Archive Name*

The name of the Enterprise Vault archive.

When creating or editing a policy a live example of will be shown to help with the policy design.

The policy can be used when editing the RenameSourceArchive command as part of a Workflow Policy.

Considerations When Migrating to the Recoverable Items Folder

The default location for active mailboxes is the following folder location Recoverable Items\Purges\ – this is a hidden folder from the end user.

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NOTEs:

·Items in the Recoverable Items folder aren’t calculated toward the user’s mailbox quota. In Exchange Online, the Recoverable Items folder has its own quota

·Recoverable Items\Purges folder has its own quota – soft limit 20GB, hard limit 30GB. If litigation hold is enabled the quota is automatically increased from 30GB to 100GB for the primary mailbox and unlimited for the EOA (auto expanding feature is required)

·Currently you can only ingest into the Primary Mailbox

The default location for leaver mailboxes is the folder Journal Items.

Changing the target folder

If you are planning to ingest into another folder, that is different from the default system policy Recoverable Items\Purges & Journal Items folder. A Folder Name Policy will be required.

Navigate to Configuration, then Naming Policies then Folder Name Policy.

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.

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NOTE: CSV files that can be selected for import should contain either a list of User SIDs to add to a particular group, sAMAccountNames, or Container Names

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.

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NOTE: A container/user can only belong to one group.

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