This section of the document will outline the steps to migrate a single test PST to an Exchange 2010/2013 Personal Archive.
Note: The steps are largely the same when migrating from source PST files to any supported target environment.
It is essential that the following steps have been completed prior to beginning the migration:
- All Modules should be enabled
- Appropriate Active Directory Domains have been enabled for scanning
- The Exchange target links should be configured with a specific staging area, and with modules associated to the link.
Create a PST Link
To use PST as a source for migration, a PST link needs to be created and configured:
- Go to Configuration > Links.
- On the PST tab click Create Link.
- Give the link a meaningful name (for example, PST Source).
- Specify a UNC path, in this case it can be any path, because it will not be used in the case of using PST as a source.
- With the link still selected, click on Map Modules on the Link tab.
- A Native Export Module should be selected underneath the Source option.
- With the link still selected, click Create Database to create a link database.
Scan PST Location(s)
The PST link needs to be configured with one or more source UNC paths to scan for PSTs, so that they can be migrated from. This can be achieved as follows:
- Go to Configuration > Links.
- Select the PST link that was created in the previous step.
- On the PST tab select PST Source.
- Click New, which is located in the center of the dialog, and enter a UNC path to scan for PSTs.
- If required, multiple paths can be entered.
Note: Clicking Scan after adding a new UNC path for the module is not necessary, it will scan new paths automatically
Map Containers – For the test archive
To migrate a test archive from one vault store to another, the source and target containers must be mapped:
- Go to the Bulk Mapping page.
- Change the filter for “Type”, so it is set to PST. This will show all the discovered PST files.
Note: The PSTs will show as ownerless, and will display the file path and file name. The number of items in the PST will show as zero at this stage
- Locate the PST you wish to use to test the migration, and select it.
- Click on ‘Assign Archive User’ and pick an Active Directory user whose mailbox will be the target of the migration.
- 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)
- On the ‘Target Container Type’ screen, select ‘Exchange’, and click ‘Next’.
- On the ‘Choose target mailbox type’ screen, select ‘Secondary (Archive) mailbox’. In the second part of the dialog select ‘Map to primary mailbox’ if the secondary mailbox does not exist, and then click on ‘Next’.
- On the ‘Target User’ screen, select ‘Same User’ and click on ‘Next’
- On the ‘Workflow Policy’ screen, select the ‘PST to Exchange/Office365 (without archive deletion)’ option, and click on ‘Next’.
- On the ‘Filter Policy’ screen, select the ‘Default (No Filter)’ option, and click ‘Next’.
- On the ‘Container Mapping Settings’ screen, select ‘Enabled’ for both Migration Status and Item Gathering Status, and click on ‘Next’.
- Review the summary screen before clicking ‘Confirm’.
Note: If the PST is not assigned an owner, it is still possible to use the Manual Mapping screen to perform a migration from PST to a target.
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:
- Go to the Stage 1 (Sync Data) page.
- Type the beginning of the archive name in the ‘Name’ filter. Click on the ‘Apply’ button at the right of the filter row.
- 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%.
If further data is added to the source archive, it will be synchronized every 24 hours to the target archive via the connection made with the mapping performed in the previous section. In addition, part of the Stage 2 Workflow is to perform a ‘final synch’. 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 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.
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 Personal Archive, and can be freely opened and manipulated.
Note: If the test user previously used the 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’, 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:
- Navigate to the “Stage 1 (Sync Data)” page.
- Select the checkbox next to the test archive, and then click ‘Enable Stage 2’ in the navigation bar.
- 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:
- Navigate to the “Stage 2 (Switch User)” page.
- 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
- 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 ‘PST to Exchange/Office 365 (without archive deletion)’, the following steps will be performed:
- Export any remaining items from the PST file
- Import the remaining items in to the target
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.