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Archive Shuttle 11.3 - Installation Guide

Providing credentials to connect to Office 365

You can use Modern Authentication (OAuth) to provide credentials to connect to Office 365. To do this, add the Modern Authentication (OAuth) credentials using the Credential Editor. Go to the Quadrotech Archive Shuttle Planning Guide for more information.

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NOTE: As of Archive Shuttle 11.1, basic authentication in Windows Remote Manager (WinRM) needs to be enabled only in the case of collecting retention labels. Click here for more information.

Configuring Application Impersonation

In order for the accounts specified above to be used to ingest data into Office 365 mailboxes of Personal Archives, the Application Impersonation role needs to be assigned to the user. This can be done in the Office 365 Portal or via PowerShell.

To do the required steps using PowerShell, follow the steps below:

1.Log in to a server that has Windows PowerShell installed

2.Issue the following commands in PowerShell, comments and responses are noted below each command:

$User-Credential = Get-Credential

Supply values for the following parameters:

Credential

A pop-up will appear asking for a username and password. The Global Administrator that needs to have Application Impersonation granted to them should be input.

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NOTE: The Exchange Online Management PowerShell module is required. To learn more, click here.

Connect-ExchangeOnline -UserPrincipalName name@domain.com

This connects a PowerShell session to Office 365 using the credentials that were just entered.

Import-PSSession $Session

This activates the above session. It may take a few seconds for this to return to the command prompt.

New-ManagementRoleAssignment –Name:VaultAdminImpersonation –Role:ApplicationImpersonation –User:<upn>

This grants the user specified the Application Impersonation role.

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NOTE: Customers may have a standard system for naming role assignments. That naming convention can be used, but the required role is fixed by Office 365 – Application Impersonation.

For more on Application Impersonations, click here.

Configuring Office 365 connection rather than autodiscover

Normally the Office 365 Module will use the default configuration and be able to contact Office 365. In some situations it might be necessary to configure a specific URL to access Office 365. This can be done on the System Configuration page as follows:

1.Go to the System Configuration page in Archive Shuttle.

2.Click on Office 365 Module

3.Locate the Connection URL entry near the bottom, and update it to show the required value.

4.Click Save to commit the changes.

Configuring modules to use HOTS

HOTS is a feature with Archive Shuttle which allows for less bandwidth usage for migrations to Office 365 by combining a highly-optimised transfer system with storage of extracted data taking place in Microsoft Azure. The following diagram presents an overview of HOTS:

HOTS

Requirements

For migrations from legacy archives to Office 365 using HOTS the following needs to be considered:

·Using HOTS is supported for all currently supported sources, when migrating to Office 365 mailboxes or Personal Archives.

·More CPU uses might be needed on the source environment in order to create the HOTS-format data

·An Azure Storage Account must be configured and used for storing the extracted data

·All export and import modules must have been configured with the connection string to the Azure Storage Account

·A bridgehead server running the ingest and shortcut processing module should be deployed in Azure to facilitate the ingestion of the data from the Azure Storage Account.

Bridgehead server

The bridgehead server in Azure should consist of a virtual machine with the following specification:

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NOTE: Microsoft Azure machine classes change frequently so a specific machine class is not specified here.

Component

Configuration

Processors (cores)

Minimum 4, Recommended 8

CPU Speed

2 GHz

Memory

Minimum 16 GB, Recommended 32 GB

Hard disk

Minimum 2 GB of free space

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