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Quadrotech Archive Shuttle 10.3 - Migration Guide

Migrating from PST to a Target Environment

This section outlines the steps to migrate a single test PST to an Exchange 2010/2013 Personal Archive.

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NOTE: The steps are largely the same when migrating from source PST files to any supported target environment.

Prerequisites

It is essential that the following steps have been completed prior to beginning the migration:

·All Modules are enabled

·Appropriate Active Directory Domains have been enabled for scanning

·The Exchange target links should be configured with a specific staging area, and with modules associated to the link.

Create a PST Link

To use PST as a source for migration, a PST link needs to be created and configured:

1.Go to Configuration > Links.

2.On the PST tab click Create Link.

3.Give the link a meaningful name (for example, PST Source).

4.Specify a UNC path, in this case it can be any path, because it will not be used in the case of using PST as a source.

5.With the link still selected, click on Map Modules on the Link tab.

6.A Native Export Module should be selected underneath the Source option.

7.With the link still selected, click Create Database to create a link database.

Scan PST Location(s)

The PST link needs to be configured with one or more source UNC paths to scan for PSTs, so that they can be migrated from. This can be achieved as follows:

1.Go to Configuration > Links.

2.Select the PST link that was created in the previous step.

3.On the PST tab select PST Source.

4.Click New, which is located in the center of the dialog, and enter a UNC path to scan for PSTs.

5.If required, multiple paths can be entered.

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NOTE: Clicking Scan after adding a new UNC path for the module is not necessary, it will scan new paths automatically.

Map Containers - For the Test Archive

To migrate a test archive from one vault store to another, the source and target containers must be mapped:

1.Go to the Bulk Mapping page.

2.Change the filter for Type, so it is set to PST. This will show all the discovered PST files.

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NOTE: The PSTs will show as ownerless, and will display the file path and file name. The number of items in the PST will show as zero at this stage

3.Locate the PST you wish to use to test the migration, and select it.

4.Click on Assign Archive User and pick an Active Directory user whose mailbox will be the target of the migration.

5.With the container still selected, click Add Mappings from the navigation bar.

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NOTE: A short wizard will start, which gathers information relating to the mapping for the select archive. (Multiple archives can also be selected)

6.On the Target Container Type screen, select Exchange, and click [Next].

7.On the Choose target mailbox type screen, select Secondary (Archive) mailbox. In the second part of the dialog select Map to primary mailbox if the secondary mailbox does not exist, and then click [Next].

8.On the Target User screen, select Same User and click [Next].

9.On the Workflow Policy screen, select the PST to Exchange/Office365 (without archive deletion) option, and click [Next].

10.On the Filter Policy screen, select the Default (No Filter) option, and click [Next].

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

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

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NOTE: If the PST is not assigned an owner, it is still possible to use the Manual Mapping screen to perform a migration from PST to a target.

Review Stage 1 Status

A few minutes after the mapping has been created, the program will instruct the appropriate modules to start the actions defined in the mapping. The progress for this stage of the migration can be reviewed by doing the following:

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

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

3.Once the source archive is displayed, click Refresh from time to time to show the progress of the export of the archive and the ingesting of the data into the target Archive. Continue to click Refresh until both export and import are 100%.

If further data is added to the source archive, it will be synchronized every 24 hours to the target archive via the connection made with the mapping performed in the previous section. In addition, part of the Stage 2 Workflow is to perform a ‘final synch’. 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 is a large amount of data to export and import, you can view the progress bars for the Stage 1 (Sync Data) 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 browse 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 Personal Archive, and can be freely opened and manipulated.

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NOTE: If the test user previously used the 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 Status

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.Navigate 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 switchover 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.Navigate to the Stage 2 (Switch User) page.

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

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

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 that was selected was PST to Exchange/Office 365 (without archive deletion), the following steps will be performed:

a)Export any remaining items from the PST file

b)Import the remaining items in to the target

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

Migrating from EAS to a Target Environment

This section outlines the steps to migrate a single test EAS to an Enterprise Vault.

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NOTE: The steps are largely the same when migrating from source EST to any supported target environment.

Prerequisites

It is essential that the following steps have been completed prior to beginning the migration:

·All Modules are enabled

·Appropriate Active Directory Domains have been enabled for scanning

·The Enterprise Vault target links should be configured with a specific staging area, and with modules associated to the link.

Add an EAS Environment

To use EAS as a source for migration, an EAS Environment needs to be added, and configured as follows:

1.Go to the EAS Environment page (Configuration -> EAS Environment)

2.Click Add.

3.Enter the details required to connect to the EAS Environment.

4.Go to the System Configuration page for EAS, and enter the URL to be used to connect to the EAS WebServer.

Map Modules to Link

The newly added EAS Environment will be added as a Link to the Links page, but modules may still need to be associated with it. This can be achieved as follows:

1.Go to Configuration > Links.

2.Select the EAS Link which was created previously.

3.Click Map Modules and check and assign the modules on the link.

Map Containers - For the Test Archive

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

1.Navigate to the System Configuration page

2.On the EV Import Module tab, enter the retention category ID to use for the items which will be ingested into Enterprise Vault.

3.Navigate to the Bulk Mapping page.

4.Change the filter for Type, so it is set to EAS. This will show all the discovered EAS archives.

5.Locate the archive you wish to use to test the migration, and select it.

6.With the container still selected, click Add Mappings from the navigation bar.

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NOTE: A short wizard will start, which gathers information relating to the mapping for the select archive. (Multiple archives can also be selected)

7.On the Target Container Type screen, select Enterprise Vault, and click [Next].

8.On the Choose target user type screen, select Same User, and click [Next].

9.On the New or Existing Container screen, select Create new Containers and click [Next].

10.On the Choose Target Link screen, choose the appropriate Enterprise Vault target link.

11.On the Workflow Policy screen, select the EAS to Enterprise Vault (without archive deletion) option, and click [Next].

12.On the Filter Policy screen, select the Default (No Filter) option, and click [Next].

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

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

Review Stage 1 Status

A few minutes after the mapping has been created, the program will instruct the appropriate modules to start the actions defined in the mapping. The progress for this stage of the migration can be reviewed by doing the following:

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

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

3.Once the source archive is displayed, click Refresh from time to time to show the progress of the export of the archive and the ingesting of the data into the target Archive. Continue to click Refresh until both export and import are 100%.

Validate Exported Data

If there is a large amount of data to export and import, you can view the progress bars for the Stage 1 (Sync Data) 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 browse the export/import storage area data on the disk.

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.Navigate 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 switchover 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.Navigate to the Stage 2 (Switch User) page.

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

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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 that was selected was EAST to Enterprise Vault (without archive deletion), the following steps will be performed:

 

a)Disable archiving in EAS

b)Import the remaining items in to the target

c)Assign the EV archive to the end user

d)Enable the mailbox for archiving in Enterprise Vault

e)Rename the target archive

f)Update all existing EAS shortcuts in the mailbox and convert them to Enterprise Vault shortcuts.

Verify Data Has 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, if Outlook or Outlook Web Access is used to access the test mailbox then all of the archived items will be in the Personal Archive, and no Enterprise Vault shortcuts will remain in the source mailbox.

Migrating from DAM to a Target Environment

This section outlines the the steps to migrate a single test DAM to PST.

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NOTE: The steps are largely the same when migrating from DAM to any supported target environment.

Prerequisites

It is essential that the following steps have been completed prior to beginning the migration:

·All Modules are enabled.

·Appropriate Active Directory Domains have been enabled for scanning.

·The PST target links should be configured with a specific staging area, and with modules associated to the link.

·The PST Rollover Threshold should be configured to an appropriate value.

·The PST Filename policy should be defined.

Add a DAM Environment

To use DAM as a source for migration, a DAM Environment needs to be added, and configured as follows:

1.Go to the DAM Environment page (Configuration -> Dell Archive Manager Environment).

2.Click Add.

3.Enter the details required to connect to the DAM Environment

Map Modules to Link

The newly added DAM Environment will be added as a Link to the Links page, but modules may still need to be associated with it. This can be achieved as follows:

1.Go to Configuration > Links.

2.Select the DAM Link which was created previously.

3.Click on Map Modules and check and assign the modules on the link.

Map Containers - For the Test Archive

In order to migrate a test DAM archive to PST file, the source and target containers must be mapped. This can be done as follows:

1.Navigate to the Bulk Mapping page.

2.Change the filter for Type so it is set to DAM. This will show all the discovered DAM archives.

3.Locate the archive you wish to use to test the migration, and select it.

4.With the container still selected, click Add Mappings from the navigation bar.

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NOTE: A short wizard will start, which gathers information relating to the mapping for the select archive. (Multiple archives can also be selected)

5.On the Target Container Type screen, select PST, and click [Next].

6.On the Choose a format screen, select PST, and then click Next.

7.On the Choose Target Link screen, choose the appropriate PST link.

8.On the Workflow Policy screen, select the Dell Archive Manager to PST option, and click [Next].

9.On the Filter Policy screen, select the Default (No Filter) option, and click [Next].

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

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

Review Stage 1 Status

A few minutes after the mapping has been created, the program will instruct the appropriate modules to start the actions defined in the mapping. The progress for this stage of the migration can be reviewed by doing the following:

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

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

3.Once the source archive is displayed, click Refresh from time to time to show the progress of the export of the archive and the ingesting of the data into the target Archive. Continue to click Refresh until both export and import are 100%.

Validate Exported Data

If there is a large amount of data to export and import, you can view the progress bars for the Stage 1 (Sync Data) 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 browse the export/import storage area data on the disk.

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.Navigate 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 switchover 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.

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

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

2.Type the beginning of the archive name in the Name filter. Click the Apply button 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 that was selected was Dell Archive Manager to PST, the following steps will be performed:

Disable archiving in DAM

a)Import the remaining items in to the target.

b)Close the PST file.

c)Rename the PST file, according to the file name policy.

a)Delete the shortcuts from the mailbox.

Vereify Data Has 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.

The PST file can that was created can then be attached to Outlook and reviewed to ensure that the data was successfully migrated.

Migrating from Metalogix Archive Manager to a Target Environment

This section outlines the steps to migrate a single test Metalogix to Enterprise Vault.

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NOTE: The steps are largely the same when migrating from Metalogix to any supported target environment.

Prerequisites

It is essential that the following steps have been completed prior to beginning the migration:

·All Modules are enabled.

·Appropriate Active Directory Domains have been enabled for scanning.

·The Metalogix target links should be configured with a specific staging area, and with modules associated to the link.

Add a Metalogix Environment

In order to use Metalogix as a source for migration, a Metalogix Environment needs to be added, and configured as follows:

1.Go to the Metalogix Environment page (Configuration -> Metalogix Environment).

2.Click Add.

3.Enter the details required to connect to the Metalogix Environment

Map Modules to Link

The newly added Metalogix Environment will be added as a Link to the Links page, but modules may still need to be associated with it. This can be achieved as follows:

1.Go to Configuration > Links.

2.Select the Metalogix Link which was created previously.

3.Click on Map Modules and check and assign the modules on the link.

Map Containers - For the Test Archive

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

1.Navigate to the System Configuration page.

2.On the EV Import Module tab, enter the retention category ID to use for the terms which will be ingested into Enterprise Vault.

3.Open the Bulk Mapping page.

4.Change the filter for Type so it is set to Metalogix. This will show all the discovered Metalogix archives.

5.Locate the archive you want to use to test the migration, and select it.

6.With the container still selected, click Add Mappings from the navigation bar.

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NOTE: A short wizard will start, which gathers information relating to the mapping for the select archive. (Multiple archives can also be selected)

7.On the Target Container Type screen, select Enterprise Vault, and click [Next].

8.On the Choose target user type screen, select Same User, and then click [Next].

9.On the New or Existing Container screen, select Create new Containers and click [Next].

10.On the Choose Target Link screen, choose the appropriate Enterprise Vault target link.

11.On the Workflow Policy screen, select the Metalogix to Enterprise Vault (without archive deletion) option, and click [Next].

12.On the Filter Policy screen, select the Default (No Filter) option, and click [Next].

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

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

Review Stage 1 Status

A few minutes after the mapping has been created, the program will instruct the appropriate modules to start the actions defined in the mapping. The progress for this stage of the migration can be reviewed by doing the following:

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

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

3.Once the source archive is displayed, click Refresh from time to time to show the progress of the export of the archive and the ingesting of the data into the target Archive. Continue to click Refresh until both export and import are 100%.

Validate Exported Data

If there is a large amount of data to export and import, you can view the progress bars for the Stage 1 (Sync Data) 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 browse the export/import storage area data on the disk.

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.Navigate 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 switchover 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.

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

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

2.Type the beginning of the archive name in the Name filter. Click the Apply button 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 that was selected was EAST to Enterprise Vault (without archive deletion), the following steps will be performed:

Disable archiving in Metalogix

a)Import the remaining items in to the target.

b)Assign the EV archive to the end user.

c)Rename the target archive.

d)Update all existing Metalogix shortcuts in the mailbox and convert them to Enterprise Vault shortcuts.

Verify data has 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, if Outlook or Outlook Web Access is used to access the test mailbox then all of the archived items will be in the Personal Archive, and no Enterprise Vault shortcuts will remain in the source mailbox.

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