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Quadrotech Archive Shuttle 10.3 - Migration Guide

Migrating an Archive to Enterprise Vault

For this scenario, the migration takes place between two vault stores in the same Enterprise Vault environment.

Prerequisites

The following steps must be completed before the migration begins:

·Two or more vault stores must exist in the Enterprise Vault environment.

·All modules must be enabled.

·Appropriate Active Directory domains must be enabled for scanning.

·An Enterprise Vault environment has been added for migration.

·A link database has been created for the source vault store/archives.

·Module mappings are configured for the source and the target vault stores. The source vault store needs to be linked to an EV Export module, and the target needs to be linked to an EV import module. In addition, an EV Provisioning Module needs to be linked to the source vault store and to the target vault store.

Add Retention Category Mappings

The final stage of the setup of the archive migration is to map retention categories between the source and target environments.

1.Go to Configuration > EV Retention Mappings.

2.Click Create Mapping.

3.Select the values from the drop-down lists, and click [Add] to add the mapping to the retention category grid.

Retention mappings are managed from this screen.

There is an option to use “Add Intrasite Migration Mappings”, which maps each retention category to itself. This can be used in a situation where archives are to be migrated in the same environment. It simply moves the archives to the new location.

Map Containers for the Test Archive

In order to migrate a test archive from one vault store to another, the source and target containers must be mapped. This can be done as follows:

1.Go to Manage & Operations > Bulk Mapping.

2.Type the beginning of the archive name in the Container Name filter. Click the button in the far right of the filter row in the Apply Filter column.

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NOTE: If the test archive is not displayed, go back to the Configuration > EV Environment page and click Sync all AD Users. Then, select the vault store where the source archive is located and issue a Run Now for Archive Gathering.

3.Select the checkbox next to the test archive, and click Add Mappings.

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NOTE: A wizard begins gathering information related to the mapping for the select archive. (Multiple archives can also be selected.)

4.When you’re prompted to select a target container type, select Enterprise Vault, and then click [Next].

5.When you’re prompted to select a target user, select Same User, and then click [Next].

6.When you’re prompted to select a container strategy, select Create new Containers, and then click [Next].

7.Select the link that corresponds to where the archive is to be migrated, and then click Next.

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NOTE: If the target link drop-down list is empty, then it is likely that an EV Import module has not been correctly associated with the link. Review the Links page.

8.On the Workflow Policy screen, select Standard Workflow – Within same EV Site (without Archive deletion), and then click [Next]. You don’t need to select the ownerless workflow policy in this situation; it’s optional.

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NOTE:If a group of users was selected containing a mixture of ownerless and normal containers, this screen gives an administrator the option to specify which workflow to use for the ownerless containers.

9.For the filter policy, selecIt Default (No Filter), and then click [Next].

10.On the Container Mapping Settings screen, select Enabled for both Migration Status and Item Gathering Status, and then click [Next].

11.If desired, set the mapping’s priority, and then click [Next].

12.Review the summary screen. If everything looks as expected, click [Confirm].

Review Stage 1 Status

A few minutes after the mapping is created, the software tells the appropriate modules to start the actions defined in the mapping. Review the progress for this stage of the migration using these steps:

1.Go to Manage & Operations > Stage 1 (Sync Data).

2.Type the beginning of the archive name in the Name filter, and then click the button in the Apply Filter column, found at the far right of the filter row.

3.Once the source archive displays, click the Refresh button to see the status of the export of the archive and the ingestion of data into the target archive. Continue to click Refresh until both export and import are complete.

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NOTE: If the data progress bars reach 100% for export, but show no progress for import, the Retention Category mappings have likely not been configured.

If more data is added to the source archive, it’s synchronized to the target archive every 24 hours using the connection made with the mapping you created in the previous section. In addition, part of the Stage 2 workflow is to perform a final sync. Therefore, it’s not necessary to ensure that export and import has reached 100% before moving on to the next steps.

Validate Exported Data

If there’s a large amount of data to export and import, and you want to check the progress, click the Refresh button located on the navigation bar on the Stage 1 (Sync Data) page.

In addition, you can use Windows Explorer to browse the staging area data on the disk and view the folder structure.

Also, the Enterprise Vault Admin Console shows that an archive exists in the source Vault Store and that a new archive has been created in the target vault store. It’s also possible to grant a service account access to the target archive and perform searches on it to make sure the data matches the source archive.

Enable Stage 2

Before you enable Stage 2, the switch-over for the test archive, check the Stage 1 (Sync Data) page for issues like failed item-export or failed item-import.

To enable Stage 2 for the test archive, perform these steps:

1.Open the Stage 1 (Sync Data) page.

2.Select the checkbox next to the test archive, and click Enable Stage 2 in the navigation bar.

3.When you refresh the Stage 1 status, a check mark should display in the Stage 2 Enabled column.

Stage 2 is the “switch-over” to the target environment. A final synchronization of archived items is performed from the source environment to the target environment, before several additional migration tasks are performed.

Review Stage 2 Status

After a few minutes, the progress of the test archive migration displays on the Stage 2 page:

1.Go to the Stage 2 (Switch User) page.

2.Type the beginning of the archive name in the Container Name filter. Apply the filter by clicking the button in the Apply Filter column, located at the far right of the filter row.

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NOTE: If the archive isn’t displayed, wait 1-2 minutes, and then click Refresh in the navigation bar.

3.Once the source archive displays, click Refresh to see the progress of the final stages of the archive migration. By default, since the workflow policy that was selected was Standard policy (without archive deletion), these steps are performed:

4.Disable source mailbox from Enterprise Vault archiving.

5.Rename the source archive.

6.Collect any remaining items for migration.

7.Import the remaining items into the target.

8.Zap the mailbox, removing EV settings.

9.Assign the new archive to the user.

10.Enable the mailbox for archiving again.

11.Rename the target archive.

Update all the existing shortcuts to point to the new archive.

Verify Data Has Been Migrated

After all Stage 2 operations are complete, the Stage 2 (Switch User) page for the test archive shows a check mark in the Finished column.

In addition, if Outlook or Outlook Web Access is used to access the test mailbox, then all of the archived items are accessible via the new archive. Shortcuts to archived items will work and open correctly.

Migrating an Archive to Exchange

Complete the steps below to migrate a single test archive within Enterprise Vault to an Exchange 2010/2013 personal archive.

Prerequisites

The steps below must be complete before the migration begins:

·Enable all Modules.

·Enable appropriate Active Directory domains for scanning.

·Add an Enterprise Vault environment for the migration.

·Create a link database for the source archives.

·Configure module mappings for the source archives and the target Exchange environment.

·Run a PowerShell command to allow application impersonation.

In addition, if you’ll use an Exchange personal archive, rather than an ordinary mailbox for the test migration, the personal archive needs to be pre-created. The personal archive doesn’t need to be created on the same mailbox database as the primary mailbox.

Map Containers for the Test Archive

To migrate a test archive from Enterprise Vault to Exchange 2010/2013, the source and target containers must be mapped. Follow these steps to do it:

1.Go to Manage & Operations > Bulk Mapping.

2.Type the beginning of the archive name in the Container Name filter. Click the button in the Apply Filter row, located at the far right of the filter row. Note: If the test archive doesn’t display, go back to the Configuration > EV Environment page and click Sync all AD Users. Then, select the vault store where the source archive is located and click [Run Now].

3.Select the checkbox next to the test archive(s) and click Add Mappings. A wizard runs, gathering information related to the mapping(s) for the selected archive(s).

4.When you’re prompted to choose a target container type, select Exchange and click [Next].

5.When you’re prompted to choose the type of migration, select Normal and click [Next].

6.When you’re prompted to choose the target mailbox type, select Secondary (Archive) mailbox. Then, in the second part of the dialog select Skip, and then click [Next].

7.When you’re prompted to choose the target user, select Same User, and click [Next].

8.On the Choose Workflow Policy screen, select the Exchange migration (without archive deletion) option, leave the second drop-down list blank, and then click[Next].

9.When you’re prompted to choose a filter policy, leave the Default (No Filter) option selected, and then click [Next].

10.On the Container Mapping Settings screen, select Enabled for both Migration Status and Item Gathering Status, and then click [Next].

11.Leave the priority blank and click [Next].

12.Review the summary screen, and then click Confirm.

A few minutes after the mapping is created, appropriate modules start the actions defined in the mapping. The progress of this stage of the migration can be reviewed by following these steps:

1.Go to the Stage 1 (Sync Data) page.

2.Type the beginning of the archive name in the Name filter. Click the Apply Filter button at the far right of the filter row.

3.Once the source archive displays, click Refresh to see the progress of the export of the archive and the ingestion of data into the Exchange personal archive. Continue to click Refresh until both the export and import are complete.

Validte Exported Data

In addition to checking export/import status (using the steps in the Review Stage 1 status procedure above) you can use Windows Explorer to browse the export/import storage area and data on the disk.

It’s also possible to log in to Outlook or Outlook Web Access as the test user. The migrated data will be present in the Personal Archive, and can be freely opened and manipulated.

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NOTE: If the test user previously used the Exchange personal archive feature, it might be difficult to locate the migrated data. Because of this, we recommend that the test user has an empty personal archive before migration.

Enable Stage 2

Before enabling Stage 2 (Switch User) for the test archive, check the Stage 1 Status page for issues like failed item-export or item-import.

Complete these steps to enable Stage 2 (Switch User) for the test archive

1.Go to the Stage 1 (Sync Data) page.

2.Select the checkbox next to the test archive, and click Enable Stage 2 in the navigation bar.

3.When you refresh the Stage 1 (Sync Data) page, there should be a green and white check mark in the Stage 2 Enabled column.

Stage 2 is the switchover to the target environment. A final synchronization of archived items is performed from the source environment to the target environment before several additional migration tasks are performed.

Review Stage 2 Status

After a few minutes, view the progress of the test archive migration on the Stage 2 Status page by following these steps:

1.Go to the Stage 2 (Switch User) page.

2.Type the beginning of the archive name in the Container Name filter. Click the Apply button located at the far right of the row in the Apply Filter column.

info

NOTE: If the archive is not displayed, wait one to two minutes and click Refresh in the navigation bar.

3.Once the source archive displays, click the Refresh button to show the progress of the final stages of the archive migration. By default, since the Exchange migration (without archive deletion) workflow policy was selected, the following steps are performed:

a)Disable source mailbox from Enterprise Vault archiving.

b)Rename the source archive.

c)Collect any remaining items for migration.

d)Import the remaining items into the target.

e)Delete any Enterprise Vault shortcuts in the mailbox

Verify Data Has Been Migrated

Once all Stage 2 operations are complete, the Stage 2 (Sync Data) for the test archive will have a check mark in the Finished column.

In addition, if Outlook or Outlook Web Access is used to access the test mailbox, then all archived items will be in the personal archive and no Enterprise Vault shortcuts will remain in the source mailbox.

Migrating an Archive to PST

This section outlines the steps that are necessary in order to complete the migration of a single test archive within Enterprise Vault to a PST file.

Prerequisites

It’s essential that the following steps are complete before the migration begins:

·All Modules are enabled.

·Appropriate Active Directory Domains are enabled for scanning.

·An Enterprise Vault Environment has been added for migration.

·A Link Database has been created for the source archives.

·Module Mappings is configured for the source archives.

In addition, a PST Link needs to be created.

Creating a New PST Naming Policy

Finalized PST files are named according to a chosen PST naming policy. Policies are managed on the Configuration > Naming Policies page.

The Naming Policies page shows existing policies. It’s used to view, edit, and delete existing policies, and create new policies.

Token

Description

*username*

Username of the owning user (sAMAccountName)

*firstname*

First name of the owning user

*lastname*

Last name of the owning user

*fullname*

Full name of the owning user

*email*

E-mail address of the owning user

*upn*

User principal name of the owning user

*pstid*

IF of the PST file; continuous integer over all PST files

*pstnumber*

Number of PST files; continuous integer per user/mapping

*archivename*

Name of the archive

*archiveID*

The Enterprise Vault archive ID associated with the archive.

Map Containers - For the Test Archive

To migrate a test archive from Enterprise Vault to a PST file, the source and target containers must be mapped. To do this, follow these steps:

1.Go to Manage & Operations > Bulk Mapping.

2.Type the beginning of the archive name in the Container Name filter. Then, click the Apply button located at the far right of the filter row.

info

NOTE: If the test archive doesn’t display, go back to the Configuration > EV Environment page and click Sync all AD Users. Then select the vault store where the source archive is located and click Run Now.

3.Select the checkbox next to the test archive, and click Add Mappings. A brief wizard runs, gathering information relating to the mapping for the selected archive (multiple archives can also be selected).

4.On the Choose Target Link page, select the name of the PST Link from the drop-down list, and click [Next].

5.On the Workflow Policy page, select Native Import (PST) (without archive deletion), and then click [Next]. You don’t need to select the ownerless workflow policy in this situation; it’s optional.

6.On the Filter Policy page, select Default (No Filter), and then click [Next].

7.On the PST Filename Policy page, select the name of a policy from the drop-down list, and click [Next].

8.On the Container Mapping Settings page, select Enabled for both Item Gathering Status and Migration Status, and click Next.

9.If desired, set the mapping’s priority, and then click [Next].

10.Review the summary page, and then click [Confirm].

Review Stage 1 Status

A few minutes after the mapping is created, modules begin the actions defined in the mapping. Check this stage’s progress by following these steps:

1.Go to Manage & Operations > Stage 1 (Sync Data).

2.Type the beginning of the archive name in the Container Name filter. Click the button located at the far right of the filter row to apply the filter.

3.Once the source archive displays, click Refresh to see the progress of the export of the archive and the ingestion of the data into a temporary PST file. Continue to click Refresh until both export and import are complete.

Validate Exported Data

If there is a large amount of data to export and import, then you can see the progress bars for the Stage 1 Status move by clicking Refresh from the navigation bar on the Stage 1 (Sync Data) page.

In addition, you can use Windows Explorer to browse the export/import storage area data on the disk.

In the case of PST Migration, in the folder on disk containing the exported data, there will be a further sub-folder containing a temporary PST file. You can copy it to a new location and attach to Outlook in order to review its contents.

Enable Stage 2

Before enabling Stage 2, the switch, for the test archive, check the Stage 1 (Sync Data) page for issues like failed item-export or item-import.

Then, to enable Stage 2 for the test archive, perform the following steps:

1.Go to the Stage 1 (Sync Data) page.

2.Select the checkbox next to the test archive, and then click Enable Stage 2 in the navigation bar.

3.When the Stage 1 (Sync Data) page is refreshed, there should be a green and white check mark in the Stage 2 Enabled column.

Stage 2 is the switch-over to the target environment. A final synchronization is performed of archived items from the source environment to the temporary PST file, before several additional migration tasks are performed.

Review Stage 2 Status

After a few minutes the progress of the test archive migration will be visible in the Stage 2 Status page, as follows:

1.Go to the Stage 2 (Switch User) page.

2.Type the beginning of the archive name in the Name filter. Click Apply at the right of the filter row.

info

NOTE: If the archive is not displayed, wait 1-2 minutes and then click Refresh.

3.Once the source archive displays, click Refresh from time to time to see the progress of the final stages of the archive migration. By default, since the Native Import (PST) (without archive deletion) workflow policy was selected, the following steps will be performed:

1.Disable source mailbox from Enterprise Vault archiving.

2.Rename the source archive.

3.Collect any remaining items for migration.

4.Import the remaining items in to the temporary PST file.

5.Finalize the data in the temporary PST file.

6.Move the PST file to the PST Output Path, as defined on the PST Link, using the naming standard defined in the filename policy.

7.Delete any Enterprise Vault shortcuts in the mailbox.

8.Change any pending-archive items in the source mailbox back to normal items.

9.Zap the permissions on the source archive.

Verify Data Has Been Migrated

Once all of the Stage 2 operations have been completed, the Stage 2 (Sync Data) for the test archive will have a green and white check mark in the Finished column.

In addition, the PST file can be opened with Outlook from the PST Output Path.

Migrating an Archive to Office 365

This section outlines steps of the migration of a single test archive within Enterprise Vault to an Office 365 mailbox.

Prerequisites

Complete these steps before beginning the migration:

·Enable all modules.

·Enable appropriate Active Directory Domains for scanning.

·Add an Enterprise Vault Environment for the migration.

·Create a Link Database for the source archives.

·Configure Module Mappings for the source archives.

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NOTE: It is assumed that the mailbox has been moved to Office 365 already and that it is the EV Archive that is to be moved.

Office 365 Global Administrator

In addition, it is necessary to configure the Archive Shuttle to Office 365 connection to use credentials that have sufficient privileges. It is recommended to configure multiple accounts with Application Impersonation Rights.

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NOTE: By default, Archive Shuttle will ingest into five containers simultaneously; therefore, it is recommended to have at least five service accounts.

User Principal Name (UPN)

When mailbox information is gathered from Office 365, it is matched against local Active Directory users by using the Primary SMTP Address.

This means that the local Active Directory users must have the same UPN as the Office 365 users, or have the same Primary SMTP Address.

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NOTE: Archive Shuttle does not support automatic matching of mailboxes to more than one set of Active Directory users (for example, matching to both on-prem and cloud users) when the same UPNs are present in both Active Directory instances.

Configure the Office 365 Module

Details can be found in the Quadrotech Archive Shuttle Installation Guide.

Create Office 365 Link

In order to migrate an archive to Office 365, an Archive Shuttle Office 365 Link is required. Follow these steps to configured it:

1.Go to the Links page.

2.Click Office 365 in the Actions Bar.

3.Click Create Link.

4.Give the link a name, for example, O365.

5.Click Create.

The new link needs to have Archive Shuttle Modules associated with it, and the Staging Area Path needs to match the EV Export Module.

Sync Mailbox Data

Before you can map a container in the source environment to an Office 365 target, select the Office 365 link on the Links administration page, and click Sync Mailboxes in the Actions Bar.

Map Containers - For the Test Archive

In order to migrate a test archive from Enterprise Vault to Office 365, the source and target containers must be mapped. This can be done as follows:

1.Go to the Bulk Mapping page.

2.Type the beginning of the archive name in the Name filter. Click Apply, located at the right of the filter row.

info

NOTE: If the test archive is not displayed, go back to the EV Environment page and click Sync all AD Users, then select the Vault Store where the source archive is located and issue a Run Now for Archive Gathering.

3.Select the checkbox next to the test archive, and click Add Mappings.

info

NOTE: A short wizard runs, gathering information related to the mapping for the select archive. (Multiple archives can also be selected.)

4.On the Target Container Type screen, select Office 365, and click [Next].

5.Choose whether the migration should be performed to an Office 365 Mailbox or Personal Archive, and click [Next].

6.Select the link to use for this operation, and click [Next].

7.Choose the Workflow Policy for this migration, and click [Next].

8.Choose the Filter Policy for this migration, and click [Next].

9.On the Container Mapping Settings screen, select Enabled for both Migration Status and Item Gathering Status, and click [Next].

10.Review the summary screen before clicking [Confirm].

Review Stage 1 Status

A few minutes after the mapping is created, Archive Shuttle instructs the appropriate modules to start the actions defined in the mapping. The progress of this stage of the migration can be reviewed as follows:

1.Go to the Stage 1 (Sync Data) page.

2.Type the beginning of the archive name in the Name filter. Click Apply at the right of the filter row.

3.Once the source archive displays, click Refresh from time to time to show the progress of the export of the archive and the ingesting of the data into Office 365. Continue to click Refresh until both export and import reach 100%.

Validate Exported Data

If there is a large amount of data to export and import, then it will be possible to see the progress bars for the Stage 1 Status move by clicking Refresh from the navigation bar on the Stage 1 (Sync Data) page of the user interface.

In addition, you can use Windows Explorer to view the export/import storage area data on the disk.

Also, at this time it will be possible to login to Outlook or Outlook Web Access as the test user. The migrated data will be present in the Office 365 mailbox, and can be freely opened and manipulated.

Enable Stage 2

Before enabling Stage 2, the switch, for the test archive, the Stage 1 (Sync Data) page should be checked for issues such as failed item-export or item-import.

To enable Stage 2 for the test archive, perform the following steps:

1.Go to the Stage 1 (Sync Data) page.

2.Select the checkbox next to the test archive, and click Enable Stage 2 in the navigation bar.

3.When the Stage 1 Status page is refreshed, there should be a green and white check mark in the Stage 2 Enabled column.

Stage 2 is the switchover to the target environment. A final synchronization is performed of archived items from the source environment to the target environment, before several additional migration tasks are performed.

Review Stage 2 Status

After a few minutes, the progress of the test archive migration will be visible in the Stage 2 Status page, as follows:

1.Go to the Stage 2 (Switch User) page.

2.Type the beginning of the archive name in the Name filter. Click Apply at the right of the filter row.

info

NOTE: If the archive is not displayed, wait one to two minutes and click Refresh in the navigation bar.

3.Once the source archive is displayed, you can click Refresh from time to time to show the progress of the final stages of the archive migration. By default, since the workflow policy which was selected was ‘Office 365 (without archive deletion)’, the following steps will be performed by Archive Shuttle:

a.Rename the source archive

b.Collect any remaining items for migration

c.Import the remaining items in to the target

d.Delete any Enterprise Vault shortcuts in the Office 365 mailbox

e.Change any archive-pending items back to normal items in the Office 365 mailbox

Verify Data Has Been Migrated

Once all of the Stage 2 operations have been completed, the ‘Stage 2 (Switch User)’ for the test archive will have a green and white check mark in the ‘Finished’ column.

In addition Outlook or Outlook Web Access can be used to access the Office 365 mailbox to verify that all data from the Enterprise Vault archive is present and accessible.

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