This section outlines the steps that are necessary in order to complete the migration of a single test archive within Enterprise Vault to a PST file.

Prerequisites

It’s essential that the following steps are complete before the migration begins:

  • All Modules are enabled.
  • Appropriate Active Directory Domains are enabled for scanning.
  • An Enterprise Vault Environment has been added for migration.
  • A Link Database has been created for the source archives.
  • Module Mappings is configured for the source archives.

In addition, a PST Link needs to be created. This is explained later in this article.

Creating a new PST naming policy

Finalized PST files are named according to a chosen PST naming policy. Policies are managed on the Configuration > Naming Policies page.
The Naming Policies page shows existing policies. It’s used to view, edit, and delete existing policies, and create new policies.

Token Description
*username* Username of the owning user (sAMAccountName)
*firstname* First name of the owning user
*lastname* Last name of the owning user
*fullname* Full name of the owning user
*email* E-mail address of the owning user
*upn* User principal name of the owning user
*pstid* IF of the PST file; continuous integer over all PST files
*pstnumber* Number of PST files; continuous integer per user/mapping
*archivename* Name of the archive
*archiveID* The Enterprise Vault archive ID associated with the archive.

Map Containers – For the test archive

To migrate a test archive from Enterprise Vault to a PST file, the source and target containers must be mapped. To do this, follow these steps:

  1. Go to Manage & Operations > Bulk Mapping.
  2. Type the beginning of the archive name in the Container Name filter. Then, click the Apply button 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, and click Add Mappings. A brief wizard runs, gathering information relating to the mapping for the selected archive (multiple archives can also be selected).
  4. On the Choose Target Link page, select the name of the PST Link from the drop-down list, and click Next.
  5. On the Workflow Policy page, select Native Import (PST) (without archive deletion), and then click Next. You don’t need to select the ownerless workflow policy in this situation; it’s optional.
  6. On the Filter Policy page, select Default (No Filter), and then click Next.
  7. On the PST Filename Policy page, select the name of a policy from the drop-down list, and click Next.
  8. On the Container Mapping Settings page, select Enabled for both Item Gathering Status and Migration Status, and click Next.
  9. If desired, set the mapping’s priority, and then click Next.
  10. Review the summary page, and then click Confirm.

Review Stage 1 status

A few minutes after the mapping is created, modules begin the actions defined in the mapping. Check this stage’s progress by following these steps:

  1. Go to Manage & Operations > Stage 1 (Sync Data).
  2. Type the beginning of the archive name in the Container Name filter. Click the button located at the far right of the filter row to apply the filter.
  3. Once the source archive displays, click Refresh to see the progress of the export of the archive and the ingestion of the data into a temporary PST file. Continue to click Refresh until both export and import are complete.

Validate exported data

If there is a large amount of data to export and import, then you can see the progress bars for the Stage 1 Status move by clicking Refresh from the navigation bar on the Stage 1 (Sync Data) page.
In addition, you can use Windows Explorer to browse the export/import storage area data on the disk.
In the case of PST Migration, in the folder on disk containing the exported data, there will be a further sub-folder containing a temporary PST file. You can copy it to a new location and attach to Outlook in order to review its contents.

Enable Stage 2

Before enabling Stage 2, the switch, for the test archive, check the Stage 1 (Sync Data) page for issues like failed item-export or item-import.
Then, to enable Stage 2 for the test archive, perform the following steps:

  1. Go to the Stage 1 (Sync Data) page.
  2. Select the checkbox next to the test archive, and then click Enable Stage 2 in the navigation bar.
  3. When the Stage 1 (Sync Data) page is refreshed, there should be a green and white check mark in the Stage 2 Enabled column.

Stage 2 is the switch-over to the target environment. A final synchronization is performed of archived items from the source environment to the temporary PST file, 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.
  2. 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 1-2 minutes and then click Refresh.
  3. Once the source archive displays, click Refresh from time to time to see the progress of the final stages of the archive migration. By default, since the Native Import (PST) (without archive deletion) workflow policy was selected, the following steps will be 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 in to the temporary PST file.
    5. Finalize the data in the temporary PST file.
    6. Move the PST file to the PST Output Path, as defined on the PST Link, using the naming standard defined in the filename policy.
    7. Delete any Enterprise Vault shortcuts in the mailbox.
    8. Change any pending-archive items in the source mailbox back to normal items.
    9. Zap the permissions on the source archive.

Verify data has migrated

Once all of the Stage 2 operations have been completed, the Stage 2 (Sync Data) for the test archive will have a green and white check mark in the Finished column.
In addition, the PST file can be opened with Outlook from the PST Output Path.

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