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Migration Manager for Email Archives 9.7 - EV to EV

EV to EV Migration

This article explains what the requirements are for an EV to EV migration, and then covers the basic steps that should be followed to start such a migration.

Topics:

Requirements

The following is a list of requirements.

The EV-type modules should be installed on each appropriate source Enterprise Vault server involved in the migration. The EV import module is not required on these machines.

The EV-type modules should be installed on each appropriate target Enterprise Vault server involved in the migration. The EV export module is not required on these machines.

An AD Collector module should be installed so that it can collect user-level information for the migration project.

One or more staging areas should be setup, of an appropriate size and should be excluded from virus scanners.

The Stage 2 workflows should be reviewed, and if necessary, customized to meet the needs of the project.

It is best practice to find an appropriate failed item threshold for the project/customer and apply that at the links level. This way all mappings which are created will inherit this value.

Basic Steps

The following are the basic steps to start this type of migration.

SCREEN: Modules

All Migration Manager for Email Archives modules must be enabled, with a potential schedule for them defined. It is important to verify that none of the modules have a red background (this indicates that Migration Manager for Email Archives Core has not had contact with the module) and that the module versions are as expected.

SCREEN: Active Directory

Select and enable one or more domains for synchronization. There is no need to perform a synch at this point, enabling the domain for scanning will automatically trigger a synch.

SCREEN: EV Environment

Add the Enterprise Vault source environment.

SCREEN: EV Environment

Add the Enterprise Vault target environment. This is not necessary if both the source and target are the same.

SCREEN: Retention Category Mappings

Map the source and target environment retention categories. If the migration is intrasite, they can be automatically created in the admin interface.

SCREEN: Links

Configure all appropriate source links. Select the links, and then click on ‘Map Modules’, create the item database(s) and enable archive gathering. Ensure there is no import module specified on the links as this may impact the process later.

SCREEN: Links

Add all appropriate target links. An EV Collector module should be associated with one of the links so that shortcut building information can be gathered from the site settings in Enterprise Vault

SCREEN: Links

Ensure that the Default Staging Area is configured correctly. Depending on the migration, the free space, and the number of vault stores being used as the source for the migration, the ‘high water mark’ can be adjusted upwards.

SCREEN: System Configuration

Many versions of Enterprise Vault allow archiving of items in a folder-less area called the Top Of Information Store. On the System Configuration enter a folder name to be used for placing the items in the target archive.

SCREEN: Enterprise Vault Administration Console

Ensure that the source and target environments do not have any provisioning groups set to ‘auto enable’ users throughout the duration of the migration. This prevents users being targeted by alternating environments depending on when and which provisioning task runs.

SCREEN: Enterprise Vault Administration Console

Ensure that the source and target environments do not have storage expiry running. If it is enabled then it is possible that items which are collected cannot be found when it is time to export them.

SCREEN: Map Containers

One or more containers can now be mapped, and migration can begin.

General Considerations

The following general considerations should be taken into account for this type of migration:

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