The following is a checklist comprising questions that should be raised and considered to aid the successful completion of a migration from EV to EV. The questions are in no particular order:
|Question/Comment||Why is this important?||Outcome|
|All source Links need to have an Item Database created||The Item Database is where item-related metadata is stored along with the export/import progress of each item. It is required to have one database per source link that migration is happening from.
The customer might have some links which are not the source of migration, these do not need an Item Database.
|All source Links need to have Archive Gathering enabled||Without these mappings will not go into Stage 1|
|All source links need to have modules mapped||Without these mappings will get stuck at various points of the Stage 1 or Stage 2 of the migration|
|All target links need to have import modules mapped||It is not necessary, nor desirable, to have source links with an import module. The import module will check with the source vault store for backup mode and for Indexing Backlog, depending on the environment this communication will not be possible leading to errors being logged in the import module log file repeatedly|
|Staging Area should not be virus scanned||More information is available in this article.|
|All retention categories should be mapped||This can be checked on the System Health page. Without the appropriate mapping of retention categories exports will proceed, but the import will not start for any mapping|
|Staging Area should be sized appropriately||It is suggested to have approximately 50-100 Gb x number of source links|
|Review all steps in the workflows which will be used to ensure they are appropriate for the migration/customer||It is advised to ensure that the workflow steps are correct, before proceeding with the migration, otherwise changes will need to be made later in the project|
|Any default failed item threshold is set per link||If there is known data integrity issues affecting the source environment a default failed item threshold can be put on the source links. This will mean that the mappings can proceed through stage 2 more easily, if it is set correctly|
|Staging Area for Source & Target match||If the source and target staging areas do not match then exports or imports will not be able to take place|
|Modules are scheduled appropriately||For example the export modules are configured to avoid the source environment backup window (if that is a requirement of the customer). Likewise the import modules are scheduled in order to give least impact on the new environment (again this if the customer requires it)|
|Verify if Top of Information Store handling is required||The following article will show items / archives which contain items which were archived at the TOIS (Top of Information Store) in the source environment. If there are archives which have this, then the System Configuration setting for folder-less items need to be configured. If this is not configured some items will not import, and there will be no error.
Article: Handling Folder Less items
|Are source containers going to be deleted at the end of the stage 2 part of the migration?||If no, then remove the workflows which contain the Delete Archive command. This will save the wrong workflow being chosen inadvertently.|