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


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.
Note: This step is only required for Enterprise Vault to Enterprise Vault migrations.
Follow the steps below to achieve this task:

  1. Go to Configuration > EV Retention Mappings.
  1. Click Create Mapping.
  1. 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.
  1. 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.

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.

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

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

  1. When you’re prompted to select a target container type, select Enterprise Vault, and then click Next.
  1. When you’re prompted to select a target user, select Same User, and then click Next.
  1. When you’re prompted to select a container strategy, select Create new Containers, and then click Next.
  1. Select the link that corresponds to where the archive is to be migrated, and then click Next.

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.

  1. 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.

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.

  1. For the filter policy, select Default (No Filter), and then click Next.
  2. On the Container Mapping Settings screen, select Enabled for both Migration Status and Item Gathering Status, and then click Next.
  1. If desired, set the mapping’s priority, and then click Next.
  1. 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).
  1. 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.
  1. 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.

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.
  1. Select the checkbox next to the test archive, and click Enable Stage 2 in the navigation bar.
  1. 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. 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.

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