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Quadrotech Archive Shuttle 10.3 - Planning Guide

Introduction Architecture Modules Migration Workflow Planning Component Installation Planning for the Archive Shuttle Databases Planning Export/Import Storage Permissions/Access requirements for complex deployments Sizing the PST Output Location How to change Folder Translations Preserving the Chain of Custody Planning for Migrations Migrating Leavers Data and Journal Archives Journal Transformation Migration Tuning a Migration About Us Contacting Quest

Enterprise Vault to Proofpoint

Introduction

This section explains what the requirements are for an Enterprise Vault (EV) to Proofpoint migration, and then covers the basic steps that should be followed to start such a migration. When doing a migration to Proofpoint we make use of PST files as intermediate step in getting the data into Proofpoint.

Requirements

The following is a list of requirements.

Requirement

Description

Modules installed on source

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.

Modules installed on appropriate bridgehead

The Native Format Import module, and if needed, the post processing module should be installed on a bridgehead server.

AD Collector module installed

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

Staging Area created

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

PST Output Area created

One or more PST Output areas should be setup, of an appropriate size and should be excluded from virus scanners. It is this location where ‘finalized’ PSTs will be place.

PST Temporary Path created

A PST Temporary Path should be setup, of an appropriate size and should be excluded from virus scanners. It is this location where ‘’temporary’ PSTs will be placed.

Workflows reviewed

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

Apply appropriate failed item threshold

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.

Step

Screen

Description

Enable Modules

Modules

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

Enable Domains

Active Directory

Select and enable one or more domains for synchronization.

Add EV Environment

EV Environment

Add the Enterprise Vault source environment.

Create PST Link

Links

Create a PST link, and ensure that the Target modules are associated with it. Configure the PST Output Path and the PST Temporary Path.

Set Watermarks for Output Path & Temporary Path

Links

With the PST link selected, go to the PST tab, and set the watermarks for the PST Output location.

Update System Configuration

Native Format Import, System Configuration

EVPP1

Ensure that the option ‘Stamps a header to imported messages for Proofpoint to identify message source’ is selected in the System Configuration for the Native Format Import module.

Add Source Links

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 (this will only confuse things later).

Add Staging Area

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.

Map one or more Containers

Bulk Mapping

One or more containers can now be mapped and migration can begin. It is often easiest to use a filter on the bulk mapping screen to show only DAM as a source.

General Considerations

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

·When migrating from a pre EV10.0.3 system extraction of data may be slower than expected if Enterprise Vault Collections have been used. Access to the data inside the CAB file is single threaded. This issue does not exist in Enterprise Vault 10.0.3 and later.

·When choosing a PST filename policy for Mailbox Archives ensure that SAMAccountName is used in the definition.

·Set the PST Rollover Threshold to no more than 4 Gb.

·When migrating Journal Archives, it is recommended to use data-based filters to allow greater control over the mappings.

Enterprise Vault to PST

Stage 1 - synch

MigrationWorkflow7

As soon as a user is enabled for migration, the synch process-flow shown above starts.

Archive Shuttle Core sends a command to collect all needed metadata information such as the number of items, size, and Enterprise Vault transaction ID’s for the archive of the user. The results are reported back to Archive Shuttle Core to allow item level tracking and auditing.

The Enterprise Vault Export and Native Format Import module then begin to work. This runs continuously in the background until the administrator initiates a “Switch” (stage 2).

info

NOTE: PST files will be created by default of about 2 Gb in size. A lower size can be set in the UI if required.

Stage 2 - Switch

MigrationWorkflow8

After the administrator has initiated a “Switch” (stage 2) to the target environment, the Metadata Collector determines the gap between the source archive and the last imported item. Archive Shuttle then synchronizes the difference one last time to the target mailbox.

Archive Shuttle performs a ‘Zap’ of the mailbox to remove Enterprise Vault settings before closing the PST files and moving them to the PST Output Area. Finally, shortcuts are cleaned up in the source mailbox by deleting them, and any pending-archive items are changed back to normal items.

Additional details on Enterprise Vault to PST migrations

Introduction

This section explains what the requirements are for an Enterprise Vault (EV) to PST migration, and then covers the basic steps that should be followed to start such a migration.

Requirements

The following is a list of requirements.

Requirement

Description

Modules installed on source

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.

Modules installed on appropriate bridgehead

The Native Format Import module, and if needed, the post processing module should be installed on a bridgehead server.

AD Collector module installed

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

Staging Area created

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

PST Output Area created

One or more PST Output areas should be setup, of an appropriate size and should be excluded from virus scanners. It is this location where ‘finalized’ PSTs will be place.

PST Temporary Path created

A PST Temporary Path should be setup, of an appropriate size and should be excluded from virus scanners. It is this location where ‘temporary” PSTs will be placed.

Workflows reviewed

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

Apply appropriate failed item threshold

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.

Step

Screen

Description

Enable Modules

Modules

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

Enable Domains

Active Directory

Select and enable one or more domains for synchronization.

Add EV Environment

EV Environment

Add the Enterprise Vault source environment.

Create PST Link

Links

Create a PST link, and ensure that the Target modules are associated with it.  Configure the PST Output Path, and PST Temporary Path.

Set Watermarks for Output Path & Temporary Path

Links

With the PST link selected, go to the PST tab, and set the watermarks for the PST Output location.

Add Source Links

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 (this will only confuse things later).

Add Staging Area

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.

Note: Additional space may be required on the staging area as temporary PST files are created on there, before being placed on the PST Output Path. It is recommended to use double the normal size of staging area (or use a PST Temporary Path).

Configuring High and Low Watermarks

Links

It is recommended to set the high and low watermarks to around 25% of the available disk space. For example if there is 200 Gb of disk allocated for the staging area, and one link, then the low watermark should be 50 Gb and the high watermark should be 150 Gb. Having this additional free space allows for some room for operating with the temporary PST files that reside on the staging area.

Configure Folder-Less Item Handling

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 screen, enter a folder name to be used for placing the items into the target archive.

Configure File Name Policy

File Name Policy

Review and configure any required PST file name policy. This is the naming standard which will be used when placing the PST file on to the PST Output Path.

Change PST Roll-Over Threshold

Links

The default PST Rollover threshold is 2 Gb. If it is required to adjust this, it can be done on the Links page when the PST link has been selected.

Map one or more Containers

Bulk Mapping

One or more containers can now be mapped and migration can begin. It is often easiest to use a filter on the bulk mapping screen to show only DAM as a source.

General Considerations

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

·None at this time.

PST as a Source

Stage 1 - Synch

MigrationWorkflow9

The first task which has to be performed is the discovery of the PSTs, followed by the assignment of those PSTs to target users.

Then when a PST is enabled for migration, the synch process-flow, shown above, starts.

Archive Shuttle Core sends a command to collect all needed metadata information from each PST file. The results are reported back to Archive ShuttleCore to allow item level tracking and auditing.

The PST Export and chosen target environment import module then start to process the items from the PSTs. This runs continuously in the background until the administrator initiates a ‘Switch’ (stage 2) for the archive.

Stage 2 - Switch

PST To Exchange or Office 365

MigrationWorkflow10

PST To Enterprise Vault

MigrationWorkflow11

After the administrator has initiated a “Switch” (stage 2) to the target, Archive Shuttle then synchronizes the difference one last time to the target environment. Depending on the target environment there then may be some additional steps (see the diagrams above).

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