The Settings section is not available in the Management Console and can only be accessed by the Admin Console. The options under the Settings section are mostly designed to be configured prior to the start of a production migration and left unchanged through the migration. Changing settings in this section after Migration Agents have been deployed can negatively impact your environment. It is important to understand the impact of any change you make. If you are unfamiliar with the impact a change may have, please contact support for assistance.
Contains a grid showing all computers and their types identified during discovery, installation, and use of the product. Permits assignment of central servers, Content Scanning targets, and Locations for computers identified.
The Environment sub-menu contains global parameters for the migration. Some of these values can be adjusted by more granular settings within the product. The Environment sub-menu consists of five sections: General, Advanced, Ownership, Groups, and Roles. These values are discussed in greater detail in the followings sections of this documentation.
The General tab contains three configuration settings. Below is their description and if they are required in a migration:
The Advanced tab contains general system configuration parameters required for a functional Migration Manager for PSTs environment. The descriptions of the options available and the sections they are contained in are found below:
The shared scanner tab provides for the management of multiple central file scanner servers. This allows from a centralized location for the management of the file scanner configurations and scheduling. The options on the home ribbon for the shared scanner sub-menu are as follows:
Computer Owner and Custom Owner Property are values that are able to be manually imported so they may be able to be taken into consideration in determining the ownership of a file. As every organization is different, the threshold and weight of the criteria are suggested to be tuned to meet the needs of an organization and project. Generally speaking, a file should require a minimum of three criteria matching a single user until ingesting into that user's account.
The User in Path section of the tab allows creation of a Regular Expression used to identify a common location of user account names in discovered file paths. Default values are common. Identification of a user's name in a path can be a good indication of file ownership.
Current Roles shows a listing of the currently configured roles in a grid showing its name, the priority assigned to that role, and a description of the role. It includes the ability to edit or delete an existing role as well as to Add a new role.
The Role settings page is where a selected role is configured. Options to configure all that is displayed for the Current role section are available as well as a list of actions that can be associated with a Role. Each action corresponds to a section within the Portal. The Actions presently available, their corresponding section in the Portal, and a description are as follows:
Current groups display a grid showing the currently configured AD Group Name, the Role type associated to that group, and a description for the entry. There are options Edit or delete an existing group, or to add a new group.
The Group Settings section of the tab permits you to configure the entry under Current groups. In addition to the values displayed in the Current groups pane, you can also associate a configured group with a location, and an email for notifications.
The Windows Migration Agent sub-menu provides configuration options for the settings sent out to all the workstation’s running the Migration Agent for Windows in an environment. Configuration settings are able to be applied to all Windows based Agents or can be customized to suit the needs of an organization by creating several specialized configurations. There are three tabbed menus within the Migration Agent sub menu, all containing a drop down permitting the editing of specific configurations.
The File Scanner tab controls the behavior of the Discovery Agent portion of the Migration Agent. This section is where you will configure the locations you wish an agent to scan, as well as what you want it to skip. The options available in this tab are as follows:
Additional configuration options are available when creating or editing a location for scanning. Scanning location specific folder and file exclusions are available to enable a granular level of exclusions. Options to scan removable media and substituted Paths are also available on a per location basis.
The Agent tab contains configuration options related to the Agent portion of Migration Agent running on Windows workstations. This component of the Migration Agent is responsible for querying the Migration Manager for PSTs Core service and getting information back from it. It is also responsible for managing the user experience during a migration by providing pop-up menus to engage a user in their data’s migration. The Agent also reports attached PST files that are not in a configured scanning location to the server and disconnecting PST files from profiles when appropriate.
The “General” section of this tab permits you to choose if a migration will be performed in Snapshot or in Disconnect Mode. Also in this section is the configuration for the “Polling Interval”. This value should be set as is appropriate for the number of Migration Agents deployed in an environment. The larger number of agents reporting to a server, the longer a polling interval should be set to.
The Advanced section of the Agent tab has additional options governing some functionality within the Migration Agent. Some of these settings aid to manage the user experience during a migration. The options available under the advanced section and a description of their function are as follows:
The Duplicate Files section of the Agent tab has settings that control processing for duplicate files. Likely duplicate files are defined as files that have the same last modified date and the same name. Options available under the advanced section and a description of their function are as follows:
The Upload Limitations section of the Agent tab has settings that aid in determining if uploads are being attempted over a slow network connection, e.g., a VPN. Options available under the advanced section and a description of their function are as follows:
The Language tab permits customization of the language, contents, and options contained within the prompts displayed on user workstations. This permits better support for customers with multi-lingual or compartmentalized organizations. It is recommended to copy all contents in the edit window prior to changing the defaults.
The Bandwidth limitations tab provides for the management of upload bandwidth limitations, which are defined by IP address. If a workstation has an IP address within a range that has a limitation, the BITS bandwidth utilization is limited to the set bandwidth. The constraint can also be limited to certain times of the day. For example, an office may require low speed BITS uploads during the day but can have higher speeds at night. The options on the home ribbon for the Bandwidth limitations sub-menu are as follows:
The Mac OS Migration Agent sub-menu provides configuration options for the settings sent out to all the workstation’s running the Migration Agent for Mac in an environment. Configuration settings are able to be applied to all Mac based Agents or can be customized to suit the needs of an organization by creating several specialized configurations.
The options on the home ribbon for the Mac OS Migration Agent sub-menu are as follows: