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Archive Shuttle 11.5 - Administration Guide

Introduction Configuring Archive Shuttle Using HOTS Using the Archive Shuttle user interface Dashboards Manage Configuration Advanced configuration Monitoring Logging Reporting Journal Transformation migration Troubleshooting

Monitoring

Day to day administration of migration activity

The tasks that need to be performed from day to day during an Archive Shuttle based migration vary from project to project; however, aspects that should always be performed are:

Monitoring Performance

Monitoring Workflows

Monitoring Module-Level Activity

Adjusting Priority of Migrations

Monitoring Migrations

Pausing, Resuming, and Skipping Workflow Steps

Changing Workflows

Setting Users Up for Migration

Configuring, Loading, and Saving Filters

Monitoring Performance

Performance of the migration can be viewed in various ways within the Archive Shuttle Web Interface and can be exported to a variety of formats. It is recommended to review the following:

Progress & Performance

Over a period of time, the number of containers (users) processed should start to increase. In fact, all the statistics should rise towards 100% during the migration. It is also possible to view the information displayed on this page both for the overall progress of the migration and an individual link level. To get a fine level of detail on the progress of a migration, it is also possible to show the graphs on the page as items/second rather than items/hour.

The data which is displayed and the order it is displayed in can be customized to meet the needs of the particular migration. These views can be stored, and can be switched between when required. Each chart or data grid is a widget that can be moved around the screen, or removed by clicking on the small ‘x’ at the top right of the widget. Once removed, widgets can be re-added if required.

Link Statistics

Ensure each link is progressing towards 100% over time

Performance

Once steady-state migration has been reached the number of items being exported and imported per hour should be fairly consistent.

System Health

Ensure that the Free Space amounts do not reach a warning or critical level.

Also ensure that modules are not deactivated or otherwise not running.

Finally ensure that the link ‘used’ space is within normal parameters.

Monitoring Workflows

Monitoring workflows involves reviewing the Stage 1 Status screen for hangs and failures. By default, the number of export errors and the number of import errors are shown as data columns on the screen. Additional data columns can be added (by clicking on Columns in the Actions Bar and dragging additional columns on to the data grid).

The Stage 1 Status screen can also be filtered and sorted to show (for example) all containers with less than 100% imported. This can be done as follows:

1.Navigate to the Stage 1 (Sync Data) screen.

2.Click Reset on the Actions Bar in order to return the page to the default view

3.In the text box under Imported Percentage” enter 100.

4.Click on the small filter icon to the right of the text box, and choose “is less than” from the pop-up list

5.Click on the Apply button at the right of the filter row.

The page will now show those containers that have been enabled for Stage 1 that have not reached the 100% import stage.

Monitoring Module-level Activity

Valuable information about module-level responsiveness can be gained from the Module Dashboard in Archive Shuttle. Using the dashboard it is possible to see detailed information relating to the operations being performed by particular modules on particular servers involved in the migration. For example, if new mappings have just been created, and yet one or more Enterprise Vault Export modules are showing no items being exported, it may indicate an area that should be investigated further.

Adjusting Priority of Migrations

When reviewing the data synchronization on Stage 1, it might be necessary from time to time to adjust the priority order that they are running. A good way to do this is to ensure that all new mappings are created with a priority of 10, then, other priorities can be assigned on the Stage 1 screen in order to raise or lower the priority of particular mappings.

info

NOTE: The lower the priority number, the higher the priority.

Monitoring Migrations

Monitoring migrations involves reviewing the Stage 2 Status screen for failures. Each command, performed by the appropriate module, will report back results to the Archive Shuttle Core.

This screen can also be filtered to show (for example) all containers that have not yet finished the migration completely. This can be done as follows:

1.Navigate to the Stage 2 (Switch User) screen.

2.Click Reset on the Actions Bar in order to return the page to the default view

3.In the drop down list under Finished select No.

4.Click on the Apply button at the right of the filter row.

The page will now show those containers that have been enabled for Stage 2, but have not yet completed the migration.

Pausing, Resuming, and Skipping Workflow Steps

Particular steps in a Workflow can be paused, resumed or even skipped. This can be done as follows:

1.Navigate to the Stage 2 Status screen.

2.Click Reset on the Actions Bar in order to return the page to the default view

3.Select one or more containers.

4.Click the appropriate action button, e.g., Pause, Suspend, Resume.

Changing Workflows

At any time a particular container mapping can have the workflow changed to a new one. In order to do this, perform the following:

1.Navigate to the Stage 2 (Switch User) screen.

2.Click Change Workflow Policy on the Actions Bar

3.Select a new workflow for this mapping.

4.Click [Save] to commit the change.

Once a new workflow has been selected, all previous workflow steps will be removed for the mapping and the new workflow will begin with the first command in that workflow.

This can also be used to re-run a chosen workflow associated with a container mapping.

Setting Users Up for Migration

Most archive migrations are performed by selecting groups or batches of user archives (containers) to process through Stage 1 and Stage 2. The mapping and selection is performed on the Bulk Mapping screen in the Archive Shuttle Web Interface. This screen can be filtered and sorted with the current list of data columns, and additional data columns can be added to help facilitate the selection of containers.

There are many ways that the selection can be defined. Below is an example of selecting users based on the source Vault Store:

1.Navigate to the Bulk Mapping or Manual Mapping screen.

2.Click Reset on the Actions Bar in order to return the page to the default view

3.In the text box under Link Name enter the name of one of the source Vault Stores, and press enter or click into a different text box

4.Click the Apply button at the right of the filter row.

The page will now refresh to show all archives (containers) in that particular Vault Store (link).

This selection can be further refined, before selecting some or all of the containers and performing the Add Mapping function from the Actions Bar.

Configuring, Loading and Saving Filters

Both the Stage 1 (Sync Data) and the Stage 2 (Switch User) pages in the Admin Interface allow for additional, useful data columns to be added to the screen. These can be re-arranged and sorted as required.

Both of these pages also allow for these filters, and column configurations to be saved under a friendly name. Previously saved filters can be loaded, allowing an administrator to jump between slightly different views of the migration.

info

NOTE: The filters are saved per user and can be used on any machine that accesses the Admin Interface from the same Windows account.

Monitoring a migration

It’s important to monitor Archive Shuttle during a migration. This article gives advice on the things to monitor.

Active systems

Archive Shuttle works best at scale. Migrating a few hundred items is not what it is intended to do.  Fully utilized systems ensure that all aspects of the system, the workflow and processes are busy.

Progress & Performance

Take a look at the Progress & Performance screen in the user interface.

Monitor1

This dashboard is modular, meaning you can re-arrange widgets, remove ones which aren’t needed and store that layout to use later. The page can be configured to automatically refresh (for example every 60 seconds).

The dashboard gives a great overview of the overall health of your migration.

Monitor2

In the graphic above we ask the question whether there is any potential issue with the highlighted statistics.

Red box

Overall things look healthy, however export is slightly slower than import. This means that eventually the system will run out of work to do.

Green box

Collection of archived item metadata is currently not happening. That could be completely normal.

Blue box

This again is showing that import is currently faster than export, and that may mean that the system will run out of work to do.

Monitor3

Lower down on the Progress & Performance page are more indicators about the overall health of the migration.

Stage 1

Stage 1 does all the heavy lifting in a migration, and if Stage 2 is not enabled, Stage 1 will continue topping up the migration (with any additional archived items from the source environment).

Conditional formatting is applied to results:

·Containers with no items are shaded blue

·Containers with rows in red are potential issues

More examples of the Stage 1 page showing a journal migration in progress:

Monitor5

Monitor6

Office 365 Mailbox Quota Status

On this page, regular mappings in which Office 365 is the target is displayed. To access the Mailbox Quota Status page:

1.Go to Stage 1 (Sync Data).

2.Click the Office 365 tab.

3.Click Mailbox Quota Status.

The page can be sorted by the quota used, and it is worth checking the recoverable items folder quota as well as the regular mailbox quota.

If the mailbox quota is reached for an Office 365 target mailbox, the migration will be disabled automatically. All mappings will be disabled if the quota is exceeded. You can check the threshold for quota by going to System Configuration > Office 365 Module > Mailbox Quota Exceeding Threshold (%) (the default quota value is 95%). This is indicated with a red check mark in the Is Quota Exceeded column in the grid. You can see if a migration has been disabled by going to the Stage 1 (Sync Data) page, and viewing the Migration Enabled column in the grid.

 

Leaver status

From the User Management page, you can access the remediation page.

Monitor9

Here you can see the status of any remediation activities which have taken place on user mappings.

Remediation status

If you’re processing leavers, then reviewing the leaver provisioning status page is essential. You can access it from here:

Monitor10

Again this page can be sorted and filtered to try to pick out any problematic users.

Monitor11

 

Base system

Monitor the base or basic Journal Commander System will ensure fundamental operational activity. One of the ways to proactively monitor the system itself is to use the HealthCheck API.

Completing a journal migration

In this section we’ll review some of the things that need to take place at the end of a migration using Archive Shuttle.

Progress & Performance

The summary information at the top of the Progress & Performance gives a good indicator of what has progressed in the migration.

P&P

Failures

Failures during the migration are inevitable.

Assuming that the source environment is fairly healthy the actual result in most migration is just a tiny fraction of a percentage, but a small fraction can still appear to be tens of thousands of items:

ComAMig

In this example 140,000 failed items is actually 0.069% within the migration.

Further, with this example, most items failed to export from the source meaning that source integrity was a possible issue.

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