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Quadrotech Archive Shuttle 10.2 - Planning Guide

Introduction

This guide contains information that will help you plan your Quadrotech Archive Shuttle deployment.

Architecture

The following diagram shows the Archive Shuttle components:

ArchiveShuttle-Architecture

Archive Shuttle Core

The Archive Shuttle Core consists of three parts:

·Archive Shuttle User Interface

·Archive Shuttle Web Services

·Archive Shuttle Service

These are explained below.

Archive Shuttle User Interface (UI)

The main point of interaction with the administrator is through the web-based user interface. It allows access from anywhere within the enterprise by just using a web browser. It is even possible for archive migrations to be performed remotely from outside of an organization; for example, partner-managed migrations.

Using the wide range of options in the Archive Shuttle User Interface, the administrator can configure and manage archive migrations within an enterprise. The interface also provides at-a-glance progress monitoring, as well as reporting.

Archive Shuttle Web Services

All interaction between Archive Shuttle and Archive Shuttle Modules is done through the Archive Shuttle Web Services. All modules communicate with the Web Services using HTTP(s). If HTTPS is to be used, there is additional configuration that needs to be performed.

Archive Shuttle Service

The Archive Shuttle Service is a Windows Service which periodically executes Archive Shuttle scheduled tasks. These can be database maintenance tasks or other tasks that need periodic execution in Archive Shuttle itself. It also execute database updates over the directory and item databases.

Modules

Archive Shuttle has several modules that it uses to communicate with different systems to complete tasks. For best performance, modules are usually installed on the systems they interact with. Information relating to where each module should be installed is given in a later section of this document.

The following table describes each of the Modules which are available with Archive Shuttle:

MODULE

DESCRIPTION

Active Directory Collector Module

The Active Directory Collector Module is responsible for resolving SIDs in AD and for retrieving all necessary data about a user (e.g., department) that might be necessary to filter data. It also collects information about the Exchange configuration of users (For example, on which Exchange Server / Database Availability Group (DAG) the user has a mailbox, if the mailbox has an Exchange Archive Mailbox enabled or not, and so on)

Enterprise Vault Collector Module

The Enterprise Vault Collector Module interacts with an Enterprise Vault Directory and is responsible for collecting all necessary metadata about Vault Stores, Archives, Items’ in each Archive and Enterprise Vault shortcuts in a mailbox.

Enterprise Vault Provisioning Module

The Enterprise Vault Provisioning Module creates new temporary archives for ingestion. It is able to map a temporary Archive to a User and can enable, disable, rename and ZAP existing Archives. This module utilizes EVPM to perform many tasks.

Enterprise Vault Export Module

The Enterprise Vault Export Module is responsible for exporting data from Enterprise Vault. It is multi-threaded and uses the Enterprise Vault APIs for accessing archived items. The exported data is stored on a Windows Network Share (SMB/CIFS). Please note that SMB 2 and SMB 3 are supported.

Enterprise Vault Import Module

The Enterprise Vault Import Module is responsible for ingesting data into the newly created or mapped archives in the target Enterprise Vault environment. It is multi-threaded and uses the Enterprise Vault APIs to ingest data. The data to import is read from the export location (SMB/CIFS Share). Please note that SMB 2 and SMB 3 are supported.

Enterprise Vault Shortcut processing Module

After migration has finished, the Enterprise Vault shortcuts in a users’ mailbox will be updated so that they refer to the migrated archive. Note: Non-shortcut items, such as calendar items, are also updated.

Exchange Import Module

The Exchange Import Module ingests data into a users’ mailbox. This can be the primary mailbox or an Exchange Personal Archive mailbox.

Metalogix Export Module

This module collects data from Metalogix Archive Manager and extracts data from that system.

Office 365 Module

The Office 365 Module processes data relating to migrations to Office 365. It collects metadata from Office 365, ingests items into Office 365 mailboxes or Personal Archives, and post processes the target to remove Enterprise Vault shortcuts and pending items.

Native Format Import Module

The Native Format Import Module allows for data to be exported to PST file format. The resultant files are stored on a configurable destination folder (UNC path) and the files can be split at predetermined sizes. The filenames can also be customized if required.

Proofpoint Module

This module takes exported source environment data and prepares the data for Proofpoint ingestion.

EAS Module

This module collects data from Zantaz EAS and extracts data from that system.

PST Export Module

This module collects data from PST files and extracts the data from them.

Dell Archive Manager Module

This module collects data from DAM and extracts the data from that system.

SourceOne Module

This module collects data from SourceOne and extracts the data from that system.

Storage Import Module

This module writes native archive output files to the desired storage location. It optionally converts MSG files to EML and writes them to a storage provider of choice at scale and speed. This enables ingestion to Azure, Amazon S3, and UNC.

Ports Used by Archive Shuttle

The following table shows the network communication ports used by Archive Shuttle. These ports are provided for reference for the situation where a firewall exists between the source and target environments in the archive migration.

SOURCE

Destination

Port(s)

Description

Module Servers

Archive Shuttle Server

TCP 80 (HTTP)

TCP 443 (HTTPS)

HTTP/S Communication from Modules to Archive Shuttle Servers (*1)

Export / Import Module Servers

Storage Servers (CIFS Shares)

TCP 445 (CIFS)

Access to CIFS Shares (*2)

Archive Shuttle Server

SQL Server

TCP 1433 (MSSQL)

Access to Microsoft SQL Server hosting the Archive Shuttle databases

Archive Shuttle Server

DNS Servers

UDP 53 (DNS)

Access to DNS for Windows

Archive Shuttle Server

Domain Controllers

TCP 88 (Kerberos)

TCP 445 (CIFS)

Access to Domain Controllers for Windows

Enterprise Vault Module Servers

Enterprise Vault Servers

–

Please see your Enterprise Vault documentation on what ports are needed for the Enterprise Vault API to talk to Enterprise Vault

Exchange Module Servers

Exchange Servers

–

Please see your Microsoft Exchange documentation on what ports are needed to talk to Microsoft Exchange (MAPI/EWS)

Office 365 Module Servers

Office 365

TCP 443 (HTTPS)

HTTPS communication from Archive Shuttle Office 365 Module to Office 365

SourceOne/EMX Module

SQL Server

TCP 1433 (MSSQL)

Access to Microsoft SQL Server hosting the SourceOne/EMX databases

Zantas EAS Module

SQL Server

TCP 1433 (MSSQL)

Access to the Microsoft SQL Server hosting the EAS database

Zantas EAS Module

Zantas App Server

TCP 443 (HTTPS)

TCP 80 (HTTP)

HTTP(S) communication with the Zantas EAS application server

Metalogix Archive Manager Module

SQL Server

TCP 1433 (MSSQL)

Access to the Microsoft SQL Server hosting the Metalogix Archive Manager database

Metalogix Archive Manager Module

Metalogix App Server

TCP 443 (HTTPS)

TCP 80 (HTTP)

HTTP(S) communication with the Metalogix Archive Manager application server

(*1) If the Archive Shuttle core is configured to use HTTPS, then port 443 needs to be open on any firewalls. If the core is configured to use HTTP, then port 80 needs to be open on any firewalls.

(*2) Please note that this is also supported through SMB 2 and SMB 3.

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