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Migration Manager for PSTs Enterprise Edition 7.2 - Administrator Guide

Settings

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.

The options on the home ribbon for Environment are as follows:

Refresh

Refreshes the data

Save

Saves all configuration data

Export configuration

Exports Migration Manager for PSTs configuration to an XLSX file

Settings for the environment are grouped into several submenus, described as follows:

Environment

Contains global configuration settings for the Migration Manager for PSTs system

Windows Migration Agent

Contains settings for configuration and customization of the Windows Migration Agent in the environment

Mac OS Migration Agent

Contains settings for configuration and customization of users on Apple's workstation operating system

Locations

Contains listing and configuration options for management of locations

Modules

Permits location assignment and customizable configuration options for all modules

Workflow

Provides options to enable, disable, re-order, and modify execution parameters for a module

Profiles

Contains listing and configuration options for management of user profiles

Module Editor

Module specific configuration options

Scheduled Tasks

Provides management of scheduled tasks used to facilitate a migration

Computers

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.

Email

Provides user and team email communication templates and configuration

Leavers

Configuration required to migrate users to Office 365 who have left the organization

Environment

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:

Highest Priority

Yes

Value used to set the highest migration priority that can be set and have a user still considered to be 'Enabled' for migration

Convert Time to Local Server Time

No

Migration Manager for PSTs maintains UTC time internally, and by default, displays all times in UTC. This option allows times to be displayed based on server time.

Settings Mode

Yes

Allows the changing of module settings based on mode of operation. The modes of operation are Demo, Default, and Self-Adjustment.

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:

Scan Domains

Advanced Mode

Value used to narrow scope of an environment to a single or a series of semicolon separated domains

Concurrent Uploads

Advanced Mode

Number of concurrent uploads that can be performed by all Migration Agents

Maximum Upload Size

Advanced Mode

Total size of concurrent uploads that can be performed by all Migration Agents

Use Regular Expression

Advanced Mode

Option to enable regular expression in 'Scan Domain' value

Dedupe Timeout

Advanced Mode

Period of time in hours configured to have the Deduplication Module ignore the Wait for All PSTs option

Discovery Expiration

Advanced Mode

Period of time in days prior to marking discovered PSTs in a 'Discovery Expiration' status

Failed Item Threshold Warning

Extraction

Number of items permitted to fail extraction prior to a warning being logged and the file status changed to 'Partially Extracted'

Check owner before Ingestion

Ingestion

Option to block the ingestion of PST files that have failed to meet the configured ownership threshold criteria but are otherwise prepared for ingestion to the target.

Failed Item Threshold

Ingestion

Number of items permitted to fail ingestion prior to warning being logged and the file status changed to 'Partially Ingested'

Failback Subject

Ingestion

The subject used for messages created by the Failback feature

Failback Body

Ingestion

The body used for messages created by the Failback feature

Disable Failback Ingest

Ingestion

Option to disable failback messages

EV SQL Instance

Ingestion

The SQL server or instance containing the Enterprise Vault Directory database

Enable Central Upload

Migration Agent Behaviour

Option to enable the use of the Central Upload Agent

Force Migration Status

Migration Agent Behaviour

Optional status that permits central upload

Reset Hanging Uploads

Migration Agent Behaviour

Time in hours prior to retrying a file reported to be getting uploaded by BITS

Upload PSTs marked for deletion

Migration Agent Behaviour

Option to permit centralization files marked as 'Deleted'

Upload PSTs marked 'Not Owner'

Migration Agent Behaviour

Option to permit centralization files with no owner

Upload PSTs marked as shared

Migration Agent Behaviour

Option to permit centralization files marked as shared

Re-Queue Deletions

Migration Agent Behaviour

Setting for time delay to delete files when current set user is not logged into a computer, but another user is

Disk Space Threshold (On, Limited, Off)

Uploads Monitor

Setting a range of options to lessen the risk of an upload directory running out of space.

Migration Priority

Active Directory Provisioning

The AD group distinguished name of the AD group that controls migration priority when AD provisioning is used

Email Priority

Active Directory Provisioning

The AD group distinguished name of the AD group that controls email priority when AD provisioning is used

Value

Active Directory Provisioning

Priority assigned to each group

Allow self enable

Self Enablement

Option to allow self enablement via the web portal

Check mailbox exists

Self Enablement

Option to check if a user has a mailbox

Check size

Self Enablement

Option to check if a user’s mailbox is big enough for the PST data

Check license

Self Enablement

Option to check if a user has an Office 365 license

Check uploads

Self Enablement

Option to check if uploads is healthy

Enabled users count

Self Enablement

Setting that limits the number users that can be enabled

Queue size

Self Enablement

Setting that limits the number users that can be queued for enablement

Batch size

Batch migration scheduling

Setting that limits the number users that can be enabled in a given scheduled batch

Check mailbox

Batch migration scheduling

Option to check if a user has a mailbox that migrate

Batch volume

Batch migration scheduling

Setting that limits the total size of PST’s in a given batch

Check uploads

Batch migration scheduling

Option to check if uploads is healthy

Default Language

Languages

The default language to be used for all mail communication sent from the product

Override Language

Languages

Override all languages regardless of the language specified on the workstation

Enable Mailing

Mail

Selection to enable SMTP server to be used for project based user communication, notifications, alerts, and any other automatically generated email communication

SMTP Server

Mail

Name of outbound SMTP server

Port Number

Mail

Port of outbound SMTP server

Sender

Mail

SMTP address used to send all messages

User Name

Mail

Optional user name filed for authentication to SMTP server

Password

Mail

Optional password filed for authentication to SMTP server

Migration Priority and Value

Active Directory Provisioning

Configuration options to enable users through AD group membership

Email Priority and Value

Active Directory Provisioning

Configuration options to enable user communication through AD group membership

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:

Refresh

Refreshes the data

Save

Saves all configuration data

Add shared scanner

Presents a list of discovered computers and allows the selection of a shared file scanner

Delete shared scanner

Deletes a configured shared file scanner

Export configuration

Exports the shared scanner configuration to a XLSX file

The Ownership tab is used to define criteria for file ownership determination. There are two main components to the Ownership tab: Weight Table and User In Path.

The Weight Table defines the weights and threshold used in determining PST file ownership. The descriptions of the criteria available and their descriptions are seen below:

File Owner

The value populating the Owner attribute of the file on disk

Scanned Owner

The user running the Discovery Agent at the point(s) of file identification

User Name in Path

The sAMAccountName identified in the path where the file is located

Most Common Sender

The sAMAccountName seen most commonly in as the sender of messages within contents of a PST file

Most Common Receiver

The sAMAccountName seen most commonly in as the recipient of messages within contents of a PST file

Attached to Outlook Profile

The user associated with the Outlook instance where the PST file was at one point attached

Operator Override

Used to define the percentage assigned to manual assignment of ownership within the product

Threshold

The percentage value required for a PST file to avoid being blocked prior to ingestion.

Computer Owner

The owner of a computer where the PST file was identified

Custom Owner Property

An attribute that can be associated to an owner and is also present in the meta-data returned by the product

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.

Refresh

Refreshes the data

Save

Saves all configuration data

Add limitation

Adds a bandwidth limitation configuration

Delete limitation

Deletes a configured bandwidth limitation

Groups and Roles enable role based configuration for access to the Migration Manager for PSTs Portal (Portal).

The Roles tab contains two main panes: the Role settings and Current Roles.

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:

AccessHelpdeskSection

User Search

Permits the ability to search for a user and return the details of the current status of their migration

AccessReportsSection

Project Status

Provides high-level information in several reports summarizing the project, the progress over the past day, and the progress of total users.

AccessProjectManagersSection

Enabled Users

List of enabled users, their name, and the status of their migration

AccessIncidentsSection

Support Tickets

Interface for non-operators to identify, update, and review issues related to the migration

AccessBusinessOperationsSection

File Action

Outstanding actions required for the progress of one or more PST files

AccessImportUsersSection

Import

Interface for non-operators to import lists of users for association to groups

Any number of Roles can be created to accommodate an organization’s needs.

Groups are used to associate AD groups to roles and locations. The Groups tab contains two main sections: Group settings and Current groups.

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.

Changing the settings in any Role or Group requires the changes to be confirmed and the appropriate section to be saved. Settings will be applied after restarting IIS.

The Admin console has two levels of access – Expert and non-expert. Users are given access via this feature.

Windows Migration Agent

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:

Scan Delay

Period of time in hours establishing a range used to determine a random time that a Migration Agent will wait prior to scanning a system

Last Scan

Period of time in minutes that must pass prior to initiating another discovery scan on a specific workstation

Resident Discovery

Option to enable the Discovery Agent to stay in memory after a scan completes

Scan Attached

Enables attached files, outside of the configured locations for scanning, to be included in the discovery results

Folder Excludes

List of locations where Discovery results should ignored

File Name Excludes

List of files where Discovery results should be ignored

Path

List of locations configured for scanning by Migration Agents

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 “System Tray” section contains customization on how you would like the Agent to be represented on a user’s workstation. The options available for selection/deselection are as follows:

Disconnect

/Snapshot

Mode

General

Select disconnect or snapshot mode

Silent Migration

General

Option to enable silent mode for the migration

Pop Postpone Delay

General

The time in days before a user who postponed their migration will natively wait before being prompted for action by the Agent again

Max Postpone

General

The maximum number of days a user can postpone

Polling Interval

General

The number of minutes the

Suppress Complete Pop Up

General

Option to prohibit Migration Agents from reporting when PST files have completed processing

Complete Pop Up Once finished

General

Option to report a final pop-up once all identified PST files for a user have completed processing

Show Password Protected Info

General

Shows password protection information in the agent pop-up

Show in System Tray

System Tray

Enable display of Migration Agent in a system's notification area

Progress

System Tray

Shows upload progress of PST files

Manual Select

System Tray

Permits a user to manually select and start the upload of PST files

Send Log

System Tray

Enables option to permit users to initiate a request to send local log files to the server for review

Mail Log

System Tray

Enables option to permit users to create a new mail message with log files attached to it

Show Log

System Tray

Enables option to open the Migration agent log file

Exit

System Tray

Enables option to exit from Migration Agent via the icon in the notification tray.

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:

Auto Update

Enable push of updated Migration Agent to workstations

Update Version

Specification of the version to be pushed to the Migration Agent

Snapshot Speed

Enables the ability to limit the speed a snapshot is created on a workstation

Initial Sleep

Value representing the delay of time for Agent actions to be initiated after user log on

Agent Sets Registry Keys

Enables the ability to set required registry keys for a user on a workstation once they are enabled for migration

Disable users using PST files

Enables the ability to disable the use of PST files for a user on a workstation once they are enabled for migration

Disable Completed Users using PST Files

Enables the ability to disable the use of PST files for a user on a workstation once they have completed migration

Display User Action for Initial Status Only

Display user action only for files that are Discovered

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:

Resolved Likely Duplicate Files

Process only one file if duplicates are found.

Delete Duplicates without Uploading

By default, duplicate files are uploaded and deleted from the source. This option prevents uploading.

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:

Minimum Adapter Speed

Uploads pause of the adapter speed is lower than the set value

Minimum Upload Speed

Uploads pause of the uploads speed is lower than the set value

VPN adapter Description

Uploads will pause if the VPN adapter description contains the test in the setting

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:

Refresh

Refreshes the data

Save

Saves all configuration data

Add limitation

Adds a bandwidth limitation configuration

Delete limitation

Deletes a configured bandwidth limitation

Mac OS Migration Agent

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:

Refresh

Refreshes the data

Save

Saves all configuration data

Create Config

Creates a new configuration file

Edit XML

Edits existing configuration file

User Licenses

Display the status of workstation licenses

Manage Users

Wizard to allowing matching Mac users with AD users

Work Item Interval

How often in minutes the agent will look for work to do

Config Interval

How often in minutes the agent will look for configuration changes

Scan Files Interval

How often in minutes the agent will scan for new data to process

Silent Migration

Option to enable silent mode for the migration

Max Postponement

The maximum number of days a user can postpone once they are enabled for migration

AllowExit

Option to show Exit option on workstation

Registration key

Unique key required to process Mac data

Path Excludes

Includes the paths to exclude from file scanning

Search Paths

Includes the path to scan for files

Related Documents