Introduction

This article explains what the requirements are for migrating from DAM/QAM to a target environment, and then covers the basic steps that should be followed to start such a migration.

Requirements

The following is a list of requirements.

Modules installed on source

The DAM/QAM module should be installed on an appropriate server.

Modules installed on target

The appropriate modules should be installed on each appropriate target server involved in the migration.

AD Collector module installed

An AD Collector module should be installed so that it can collect user-level information for the migration project.

Staging Area created

One or more staging areas should be setup, of an appropriate size and should be excluded from virus scanners.

Workflows reviewed

The Stage 2 workflows should be reviewed, and if necessary, customized to meet the needs of the project.

Apply appropriate failed item threshold

It is best practice to find an appropriate failed item threshold for the project/customer and apply that at the links level. This way all mappings which are created will inherit this value.
 

Basic Steps

The following are the basic steps to start this type of migration.

Enable Modules

Screen: Modules
All Archive Shuttle modules must be enabled, and optionally a schedule for them defined. It is important to verify that none of the modules have a red background (indicating that Archive Shuttle Core has not had contact with the module) and that the module versions are as expected.

Enable Domains

Screen: Active Directory
Select and enable one or more domains for synchronization.

Configure Dell Archive Manager Environment

Screen: Dell Archive Manager Environment
Add a new Dell Archive Manager environment, specifying the following:

  • Module to associate with this link
  • Display name to use for this link
  • SQL Server Name
  • SQL Database Name

Finally indicate that you want to ‘Create Item Database’, an ‘Enable Archive Collection’. The ‘Link SQL Server’ should be set to the server where the Archive ShuttleItem databases are hosted.

Assign Post Processing module to DAM Link

Screen: Links
Select the newly created link, and map a Shortcut Process Module to it.

Map Modules to Target Link

Screen: Links
Ensure that the link for the migration target is added, and modules associated with it.

Add Staging Area

Screen: Links
Ensure that the Default Staging Area is configured correctly. Depending on the migration, the free space, and the number of vault stores being used as the source for the migration, the ‘high water mark’ can be adjusted upwards.

Map one or more Containers

Screen: Bulk Mapping
One or more containers can now be mapped and migration can begin. It is often easiest to use a filter on the bulk mapping screen to show only DAM as a source.

General Considerations

The following general considerations should be taken into account for this type of migration:

  • Ensure Shortcut Processing is configured to use EWS.
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