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Quadrotech Archive Shuttle 10.3 - Administration Guide

Enabling Active Directory Domains

A few minutes after the Active Directory Collector Module is enabled, a list of domains where the Active Directory Collector Module is running become visible on the Configuration > Active Directory page.

By default, all domains are discovered, but won’t be scanned for user accounts. In order to enable one or more domains to be scanned, follow these steps:

1.From the Archive Shuttle web interface, click Configuration > Active Directory in the navigation bar.

2.Review the list of domains.

3.Select the check box next to one or more domains.

4.Click Enable in the navigation bar.

5.Make sure the Scan Domain column shows a check mark.

Active Directory information is collected through the assigned Archive Shuttle Active Directory Collector module.

Each domain in the forest where the Active Directory Collector Module is running will be shown, but by default user scanning for each domain will be disabled.

If there is an Active Directory Collector Module in additional forests, they too will be shown on this screen.

Actions to be performed on the Active Directory page

Sync AD Users

This instructs the appropriate Active Directory Collector modules to synchronize user information from all enabled Active Directory domains.

Sync AD User

This allows you to specify a single Active Directory user that should get synchronized. This is useful if you have issues with a single User and allows you to easily troubleshoot this one user, or simply if you know you had changes for a single user and you need to show up ASAP.

Sync AD Domains

This instructs the Active Directory Collector module to gather a list of all domains in the environment/forest.

Enable

When one or more domains have been selected, clicking the ‘Enable’ button in the Actions Bar will enable synchronization for those domains.

Disable

When one or more domains have been selected, clicking the ‘Disable’ button in the Actions Bar will disable synchronization for those domains.

Refresh

Refreshes the current screen

Adding Enterprise Vault Environment(s)

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NOTE: Skip this step if Enterprise Vault is not the source or target of a migration.

The next step to perform in the migration workflow is to add Enterprise Vault environment(s). This is performed from the Configuration > EV Environment page. This page also displays environments that are currently configured.

If the migration is between two Enterprise Vault directory databases, then this page is used to enter details for both directory databases. If the migration is between Enterprise Vault and an external system, such as Microsoft Exchange or Office 365, then only one Enterprise Vault Directory database is added. Likewise, if the migration is between two Enterprise Vault sites within the same Enterprise Vault directory, only one entry is listed on this page.

To add an Enterprise Vault environment:

1.From the Archive Shuttle web interface, click Configuration > EV Environment.

2.Click Add to add an Enterprise Vault directory.

3.Enter the required information (for example, the fully qualified domain name and instance name, if it’s not the default instance).

4.Click Add/Update to apply the changes to the Archive Shuttle database.

Once you specify required EV Directory databases, the Enterprise Vault Collector Module gathers and displays information about the environment. These are then displayed in the EV Environment page after a few minutes.

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TIP: Click Refresh in the navigation bar to reload the list of vault stores.

To enable archive collection for each vault store that you’ll use in the migration:

1.From the Archive Shuttle web interface, click Configuration > EV Environment in the navigation bar.

2.Select the checkbox next to each vault store.

3.In the navigation bar, click Enable.

4.Verify that the Archive Collection Enabled column now contains a check mark.

New Enterprise Vault Directories can be added, and Archive Shuttle collects information about this Enterprise Vault directory through the assigned Archive Shuttle Enterprise Vault Collector module.

For every Enterprise Vault Directory, the table lists the following information:

·Vault Store Name

·Number of Archive in this Vault Store

·Total Item Count in this Vault Store

·Total Item Size in this Vault Store

·Total Shortcut Count in the archives’ associated mailbox

·Total Legal Hold Count

·Archive Gathering Enabled

·Backup Mode enabled

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TIP: The data values will only be shown on screen when “Archive Gathering” has been enabled, and an EV Collector module has been linked. (See below)

Adding Link Databases

Once archive collection is enabled, the next step in the migration is to add link databases for each of the vault stores. A link database is needed for each link in the source environment.

The Configuration > Links page may already contain some links that were collected from the Active Directory Collector Module (the Exchange databases) and from the Enterprise Vault Collector Module (the Vault Stores, as a result of adding each Enterprise Vault environment). These links are created automatically. You must manually create other links, for example, links to Office 365 and PST. To create a link database:

1.Open the Configuration > Links page.

2.Select the tab of the type of link database you’re creating (for example, Office 365), and then click Create Link.

3.Follow the prompts to create the link.

After a link database is created, check the EV Environment page again to review the progress of the archive and item gathering stages.

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NOTE: The number of archives and size of data will not be populated on the EV Environment page until the module linkage is added, but the vault stores will display.

Configuring Module Mappings

The next stage of the configuration involves mapping modules to the Links in the migration project. To do it, follow these steps:

1.Go to Configuration > Links.

2.Select the check box next to a vault store/Exchange database/source link.

3.Click Map Modules in the navigation bar.

4.From the pop-up window, select appropriate modules from the drop-down lists, and then click [Save].

Edit module mappings

Module mappings can be modified by following these steps:

1.Go to Configuration > Links.

2.Select the check box next to a vault store/Exchange database.

3.Click Map Modules.

4.Make desired changes to the current mapping for this link, and then click [Save].

Shortly after module mappings have been added, the appropriate modules perform their tasks and the Number of Containers column updates to show the number of containers in the link.

For the modules that are performing export and import functions, it’s also important to set the staging area path. The corresponding modules need to be paired up to facilitate the flow of archived data. For example, the EV Export module path should correspond to the Exchange import path if the migration is needed to flow in that direction.

To configure the staging area path:

1.Go to the Configuration > Links page.

2.Select the checkbox next to a vault store/Exchange database/source link.

3.Click Path and follow the prompts.

Repeat this step for each export and each import module. For the second and subsequent paths you define, the Staging Area Path is pre-populated with the path that was previously used. This makes it possible to quickly configure many modules with the same storage location.

The current export/import path and module mappings can be viewed on the Links page. Make sure all links are correctly defined with the appropriate export/import path before proceeding with the migration of any archived data.

It’s also possible to configure the Default Staging Area Path that all modules and links will use unless the setting is overridden on an individual link.

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