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Quadrotech Archive Shuttle 10.3 - Migration Guide

Migrating from SourceOne or EmailXTender to a Target Environment

This section outlines the steps to migrate a single test SourceOne archive to PST.  The same steps can be used to migrate from EmailXtender.

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NOTE: The steps are largely the same when migrating from OneSource 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 are configured with a specific staging area, and with modules associated to the link.

·The PST Rollover Threshold is configured to an appropriate value.

·The PST Filename policy is defined.

Add a SourceOne Environment

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

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

2.Click Add.

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

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 Modules to Links

The newly added SourceOne 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 the Links page (Configuration -> Links).

2.Select the SourceOne Link which was created previously.

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

Map Containers - For the Test Archive

To migrate a test SourceOne 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 SourceOne. This will show all the discovered SourceOne 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 SourceOne 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 on ‘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%.

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 a Journal Archive

Migrating a journal archive can take a considerable length of time due to the size of the archive itself in the source environment. It is possible to migrate journal archives to any of the supported targets, as described in the following sections.’

Migrating a Journal Archive to PST or Exchange

When migrating a journal archive out of Enterprise Vault to a non-Enterprise Vault target environment, it is recommended to make use of a new feature relating to folder splitting. Many target environments have limits on the number of items in a single folder, or perform poorly when there are a large number of items in a single folder, as is the case with PST.

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NOTE: For information relating to migrating journal archives to Office 365, using Journal Splitting, see Office 365 Configuration Changes.

Item

Description

Journal Archive Split to Folders – Base Folder Name

This is the name of the top-level folder to ingest items into in the target environment.

Journal Archive Split to Folders – Max Items Per Folder

This is the number of items that should be placed in each folder before a new folder is created.

If the migration is to take place to PST or Exchange, navigate to the System Configuration page in the Admin Interface, and configure the following settings.

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NOTE: The splitting of items is performed after the Enterprise Vault Collector process has gathered metadata about the items to migrate.

Migrating a Journal Archive to Enterprise Vault

This section outlines the steps that are required in order to complete the migration of a single journal archive within Enterprise Vault to a new Vault Store.

The first section explains how to perform the migration using a single container mapping. It is necessary to perform these steps if the migration is from a version of Enterprise Vault prior to 10.0.4. In Enterprise Vault 10.0.4, changes were made to the Enterprise Vault API meaning that a new way can be used to extract and ingest data. The second part of this topic explains how to perform a journal archive migration if Enterprise Vault 10.0.4 or later is the source.

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