This section outlines steps of the migration of a single test archive within Enterprise Vault to an Office 365 mailbox.

Prerequisites

Complete these steps before beginning the migration:

  • 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.

Note: It is assumed that the mailbox has been moved to Office 365 already and that it is the EV Archive that is to be moved.

Office 365 Global Admin

In addition, it is necessary to configure the Archive Shuttle to Office 365 connection to use credentials that have sufficient privileges. It is recommended to configure multiple accounts with Application Impersonation Rights.
Note: By default, Archive Shuttle will ingest into five containers simultaneously; therefore, it is recommended to have at least five service accounts.

User Principal Name (UPN)

When mailbox information is gathered from Office 365, they are matched against local Active Directory users by using the Primary SMTP Address.
This means that the local Active Directory users must have the same UPN as the Office 365 users, or have the same Primary SMTP Address.
Note: Archive Shuttle does not support automatic matching of mailboxes to more than one set of Active Directory users (for example, matching to both on-prem and cloud users) when the same UPNs are present in both Active Directory instances.

Configure the Office 365 Module

Information and steps on this can be found here.

In order to migrate an archive to Office 365, an Archive Shuttle Office 365 Link is required. Follow these steps to configured it:

  1. Go to the Links page.
  2. Click Office 365 in the Actions Bar.
  3. Click Create Link.
  4. Give the link a name, for example, O365.
  5. Click Create.

The new link needs to have Archive Shuttle Modules associated with it, and the Staging Area Path needs to match the EV Export Module.

Sync mailbox data

Before you can map a container in the source environment to an Office 365 target, select the Office 365 link on the Links administration page, and click Sync Mailboxes in the Actions Bar.

Map Containers – For the test archive

In order to migrate a test archive from Enterprise Vault to Office 365, the source and target containers must be mapped. This can be done as follows:

  1. Go to the Bulk Mapping page.
  1. Type the beginning of the archive name in the Name filter. Click Apply, located at the right of the filter row.

Note: If the test archive is not displayed, go back to the 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 short wizard runs, gathering information related to the mapping for the select archive. (Multiple archives can also be selected.)

  1. On the Target Container Type screen, select Office 365, and click Next.
  1. Choose whether the migration should be performed to an Office 365 Mailbox or Personal Archive, and click Next.
  1. Select the link to use for this operation, and click Next.
  1. Choose the Workflow Policy for this migration, and click Next.
  1. Choose the Filter Policy for this migration, and click Next.
  1. On the Container Mapping Settings screen, select Enabled for both Migration Status and Item Gathering Status, and click Next.
  1. Review the summary screen before clicking Confirm.

Review Stage 1 status

A few minutes after the mapping is created, Archive Shuttle instructs the appropriate modules to start the actions defined in the mapping. The progress of this stage of the migration can be reviewed as follows:

  1. Go to the Stage 1 (Sync Data) page.
  1. Type the beginning of the archive name in the Name filter. Click Apply at the right of the filter row.
  1. Once the source archive displays, click Refresh from time to time to show the progress of the export of the archive and the ingesting of the data into Office 365. Continue to click Refresh until both export and import reach 100%.

Validate exported data

If there is a large amount of data to export and import, then it will be possible to see the progress bars for the Stage 1 Status 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 view 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 Office 365 mailbox, and can be freely opened and manipulated.

Enable Stage 2

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. Go to 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 the Stage 1 Status 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 target environment, 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. Go to the Stage 2 (Switch User) page.
  1. Type the beginning of the archive name in the Name filter. Click Apply at the right of the filter row.

Note: If the archive is not displayed, wait one to two minutes and click Refresh in the navigation bar.

  1. 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 which was selected was ‘Office 365 (without archive deletion)’, the following steps will be performed by Archive Shuttle:

And then:

  1. Rename the source archive
  2. Collect any remaining items for migration
  3. Import the remaining items in to the target
  4. Delete any Enterprise Vault shortcuts in the Office 365 mailbox
  5. Change any archive-pending items back to normal items in the Office 365 mailbox

Verify data has migrated

Once all of the Stage 2 operations have been completed, the ‘Stage 2 (Switch User)’ for the test archive will have a green and white check mark in the ‘Finished’ column.
In addition Outlook or Outlook Web Access can be used to access the Office 365 mailbox to verify that all data from the Enterprise Vault archive is present and accessible.

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