Complete the steps below to migrate a single test archive within Enterprise Vault to an Exchange 2010/2013 personal archive.

Prerequisites

The steps below must be complete before the migration begins:

  • Enable all Modules.
  • Enable appropriate Active Directory domains for scanning.
  • Add an Enterprise Vault environment for the migration.
  • Create a link database for the source archives.
  • Configure module mappings for the source archives and the target Exchange environment.
  • Run a PowerShell command to allow application impersonation.

In addition, if you’ll use an Exchange personal archive, rather than an ordinary mailbox for the test migration, the personal archive needs to be pre-created. The personal archive doesn’t need to be created on the same mailbox database as the primary mailbox.

Map containers – For the test archive

To migrate a test archive from Enterprise Vault to Exchange 2010/2013, the source and target containers must be mapped. Follow these steps to do it:

  1. Go to Manage & Operations > Bulk Mapping.
  2. Type the beginning of the archive name in the Container Name filter. Click the button in the Apply Filter row, located at the far right of the filter row. Note: If the test archive doesn’t display, 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 click Run Now.
  3. Select the checkbox next to the test archive(s) and click Add Mappings. A wizard runs, gathering information related to the mapping(s) for the selected archive(s).
  4. When you’re prompted to choose a target container type, select Exchange and click Next.
  5. When you’re prompted to choose the type of migration, select Normal and click Next.
  6. When you’re prompted to choose the target mailbox type, select Secondary (Archive) mailbox. Then, in the second part of the dialog select Skip, and then click Next.
  7. When you’re prompted to choose the target user, select Same User, and click Next.
  8. On the Choose Workflow Policy screen, select the Exchange migration (without archive deletion) option, leave the second drop-down list blank, and then click Next.
  9. When you’re prompted to choose a filter policy, leave the Default (No Filter) option selected, and then click Next.
  10. On the Container Mapping Settings screen, select Enabled for both Migration Status and Item Gathering Status, and then click Next.
  11. Leave the priority blank and click Next.
  12. Review the summary screen, and then click Confirm.

Review Stage 1 status

A few minutes after the mapping is created, appropriate modules start the actions defined in the mapping. The progress of this stage of the migration can be reviewed by following these steps:

  1. Go to the Stage 1 (Sync Data) page.
  2. Type the beginning of the archive name in the Name filter. Click the Apply Filter button at the far right of the filter row.
  3. Once the source archive displays, click Refresh to see the progress of the export of the archive and the ingestion of data into the Exchange personal archive. Continue to click Refresh until both the export and import are complete.

Validate exported data

In addition to checking export/import status (using the steps in the Review Stage 1 status procedure above) you can use Windows Explorer to browse the export/import storage area and data on the disk.
It’s also possible to log in 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.
Note: If the test user previously used the Exchange 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

Before enabling Stage 2 (Switch User) for the test archive, check the Stage 1 Status page for issues like failed item-export or item-import.
Complete these steps to enable Stage 2 (Switch User) for the test archive

  1. Go to the Stage 1 (Sync Data) page.
  2. Select the checkbox next to the test archive, and click Enable Stage 2 in the navigation bar.
  3. When you refresh the Stage 1 (Sync Data) page, 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 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, view the progress of the test archive migration on the Stage 2 Status page by following these steps:

  1. Go to the Stage 2 (Switch User) page.
  2. Type the beginning of the archive name in the Container Name filter. Click the Apply button located at the far right of the row in the Apply Filter column. Note: If the archive is not displayed, wait one to two minutes and click Refresh in the navigation bar.
  3. Once the source archive displays, click the Refresh button to show the progress of the final stages of the archive migration. By default, since the Exchange migration (without archive deletion) workflow policy was selected, the following steps are performed:
    1. Disable source mailbox from Enterprise Vault archiving.
    2. Rename the source archive.
    3. Collect any remaining items for migration.
    4. Import the remaining items into the target.
    5. Delete any Enterprise Vault shortcuts in the mailbox

Verify data has been migrated

Once all Stage 2 operations are complete, the Stage 2 (Sync Data) for the test archive will have a check mark in the Finished column.
In addition, if Outlook or Outlook Web Access is used to access the test mailbox, then all archived items will be in the personal archive and no Enterprise Vault shortcuts will remain in the source mailbox.

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