This section of the document will outline the steps which are necessary in order to complete the migration of a single test SourceOne archive to PST. The same steps can be used to migrate from EmailXtender.
Note: The steps are largely the same when migrating from SourceOne to any supported target environment.

Prerequisites

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 PST target links should be configured with a specific staging area, and with modules associated to the link.
  • The PST Rollover Threshold should be configured to an appropriate value.
  • The PST Filename policy should be defined.

Add a SourceOne Environment

In order to use SourceOne as a source for migration, a SourceOne Environment needs to be added, and configured as follows:

  1. Go to the SourceOne Environment page (Configuration -> SourceOne Environment)
  2. Click on ‘Add’
  3. Enter the details required to connect to the SourceOne Environment

The newly added SourceOne 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 the Links page (Configuration -> Links)
  2. Select the SourceOne Link which was created previously.
  3. Click on ‘Map Modules’ and check and assign the modules on the link.

Map Containers – For the test archive

In order to migrate a test SourceOne archive to PST file, the source and target containers must be mapped. This can be done as follows:

  1. Navigate to the ‘Bulk Mapping’ Page.
  2. Change the filter for “Type”, so it is set to SourceOne. This will show all the discovered SourceOne archives.
  3. Locate the archive you wish to use to test the migration, and select it.
  4. 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)
  5. On the ‘Target Container Type’ screen, select ‘PST’, and click ‘Next’.
  6. On the ‘Choose a format’ screen, select ‘PST’, and then click on ‘Next’.
  7. On the ‘Choose Target Link’ screen, choose the appropriate PST link.
  8. On the ‘Workflow Policy’ screen, select the ‘SourceOne to PST)’ option, and click on ‘Next’.
  9. On the ‘Filter Policy’ screen, select the ‘Default (No Filter)’ option, and click ‘Next’.
  10. On the ‘Container Mapping Settings’ screen, select ‘Enabled’ for both Migration Status and Item Gathering Status, and click on ‘Next’.
  11. 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. Navigate 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. Navigate 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 ‘SourceOne to PST’, the following steps will be performed:

 

  1. Import the remaining items in to the target
  2. Close the PST file
  3. Rename the PST file, according to the file name policy
  4. Delete the shortcuts from the mailbox.

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.
The PST file can that was created can then be attached to Outlook and reviewed to ensure that the data was successfully migrated.

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