This section of the document will outline the steps that are necessary to complete the migration of a single test Metalogix to Enterprise Vault.
Note: The steps are largely the same when migrating from Metalogix to any supported target environment.


It is essential that the following steps have been completed before the migration begins:

  • All Modules are enabled.
  • Appropriate Active Directory Domains have been enabled for scanning.
  • The Metalogix target links should be configured with a specific staging area, and with modules associated to the link.

Add a Metalogix Environment

To use Metalogix as a source for migration, a Metalogix environment needs to be added, and configured as follows:

  1. Go to the Metalogix Environment page (Configuration > Metalogix Environment).
  2. Click Add.
  3. Enter the details required to connect to the Metalogix environment.
  4. Go to the System Configuration page for Metalogix and enter the URL to be used to connect to the Metalogix WebServer.

The newly added Metalogix Environment will be added as a Link to the Links page, but modules may still need to be associated with it. This can be achieved as follows:

  1. Go to Configuration > Links.
  1. Select the Metalogix Link you created.
  1. Click Map Modules and check and assign the modules on the link.

Map Containers – For the test archive

To migrate a test Metalogix archive to an Enterprise Vault environment, the source and target containers must be mapped. This can be done as follows:

  1. Navigate to the System Configuration page
  2. On the EV Import Module tab, enter the retention category ID to use for the items which will be ingested into Enterprise Vault.
  3. Open the ‘Bulk Mapping’ Page.
  4. Change the filter for “Type”, so it is set to Metalogix. This will show all the discovered Metalogix archives.
  5. Locate the archive you want to use to test the migration, and select it.
  6. With the container still selected, click ‘Add Mappings’ from the navigation bar. Note: A short wizard will start, which gathers information relating to the mapping for the select archive. (Multiple archives can also be selected)
  7. On the ‘Target Container Type’ screen, select ‘Enterprise Vault’, and click ‘Next’.
  8. On the ‘Choose target user type’ screen, select ‘Same User’, and then click on ‘Next’.
  9. On the ‘New or Existing Container’ screen, select ‘Create new Containers’ and click on ‘Next’.
  10. On the ‘Choose Target Link’ screen, choose the appropriate Enterprise Vault target link.
  11. On the ‘Workflow Policy’ screen, select the ‘Metalogix to EnterpriseVault (without archive deletion)’ option, and click on ‘Next’.
  12. On the ‘Filter Policy’ screen, select the ‘Default (No Filter)’ option, and click ‘Next’.
  13. On the ‘Container Mapping Settings’ screen, select ‘Enabled’ for both Migration Status and Item Gathering Status, and click on ‘Next’.
  14. Review the summary screen before clicking ‘Confirm’.

Review Stage 1 Status

A few minutes after the mapping has been created, the program will instruct the appropriate modules to start the actions defined in the mapping. The progress for this stage of the migration can be reviewed by doing the following:

  1. Go to the “Stage 1 (Sync Data)” page.
  2. Type the beginning of the archive name in the ‘Name’ filter. Click on the ‘Apply’ button at the right of the filter row.
  3. Once the source archive is displayed, click ‘Refresh’ from time to time to show the progress of the export of the archive and the ingesting of the data into the target Archive. Continue to click ‘Refresh’ until both export and import are 100%.

Validate exported data

If there is a large amount of data to export and import, you can view the progress bars for the ‘Stage 1 (Sync Data)’ 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 browse the export/import storage area data on the disk.

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.
  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 switchover 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.
  1. Type the beginning of the archive name in the ‘Name’ filter. Click on the ‘Apply’ button 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 that was selected was ‘EAST to Enterprise Vault (without archive deletion)’, the following steps will be performed:


  1. Disable archiving in Metalogix
  2. Import the remaining items in to the target
  3. Assign the EV archive to the end user
  4. Enable the mailbox for archiving in Enterprise Vault
  5. Rename the target archive
  6. Update all existing Metalogix shortcuts in the mailbox and convert them to Enterprise Vault shortcuts.

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, if Outlook or Outlook Web Access is used to access the test mailbox then all of the archived items will be in the Personal Archive, and no Enterprise Vault shortcuts will remain in the source mailbox.

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