DocAve 6 Exchange Public Folder Migrator

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1 DcAve 6 Exchange Public Flder Migratr User Guide Service Pack 4 Revisin A Issued May

2 Table f Cntents Table f Cntents... 2 Abut Exchange Public Flder Migratr... 5 Cmplementary Prducts... 5 Submitting Dcumentatin Feedback t AvePint... 6 Befre Yu Begin... 7 Cnfiguratins... 7 Agents... 7 Required Permissins... 7 Exchange Public Flder t SharePint On-Premises Migratin... 7 Exchange Public Flder t SharePint Online Migratin... 8 Lcal System Permissins... 9 Frms Based Authenticatin Permissins Migratin Speed Cnsideratins Health Analyzer Getting Started Launching DcAve Exchange Public Flder Migratin Abut Online Migratins Online Migratin Overview Pre-migratin Cnfiguratins Cnfiguring Exchange Public Flder Cnnectins Cnfiguring an Exchange Public Flder Cnnectin Managing Exchange Public Flder Cnnectins Cnfiguring Migratin Databases Cnfiguring Filter Plicies Creating a Filter Plicy Managing Filter Plicies Cnfiguring Mappings Dmain Mapping User Mapping... 21

3 Grup Mapping Permissin Mapping Cnfiguring Dynamic Rules Managing Dynamics Rules Creating a Dynamic Rule Cnfiguring an Exchange Public Flder Migratin Prfile Migratin Optins Filter Optins Mapping Optins SharePint Cntent Type Prperty Mapping Cntent Type Mapping Flder Mapping Security Mapping Advanced Optins Dynamic Rule Character Length Settings Illegal Character Replacement Settings Managing Sub-prfiles Editing an Existing Sub-prfile Deleting an Existing Sub-prfile Uplading a Previusly cnfigured Sub-prfile Dwnlading an Existing Sub-prfile Perfrming an Exchange Public Flder Migratin Selecting the Surce and Destinatin Ndes Creating Cntainers Cnfiguring the Run Nw Interface Cnfiguring the Save As New Plan Interface Cnfiguring Schedule Settings in the Add Schedule Interface Managing Plans Cmmn Lgic Exchange Public Flder Migratr Tl

4 Accessing Exchange Public Flder Migratin Using Ht Key Mde Exchange Public Flder Migratin Hme Page Plan Manager Page Appendix A: Exchange Public Flder Migratin Database Infrmatin Jb Detail Jb Ntificatin Jb Statistic Object Type Appendix B: Exchange Public Flder Migratin Custmizatin Table Appendix C: Supprted and Unsupprted Destinatin Levels Appendix D: Supprted and Unsupprted Access Methd fr Rich Text Field Data Appendix E: Advanced Settings in the Cnfiguratin File Appendix F: Cnflict Reslutin Cntainer Level Cnflict Reslutin Cntent Level Cnflict Reslutin Ntices and Cpyright Infrmatin

5 Abut Exchange Public Flder Migratr DcAve Exchange Public Flder Migratr efficiently migrates dcuments frm Exchange public flder t Micrsft SharePint 2013, SharePint 2010, and SharePint Online. SharePint administratrs can easily autmate the prcess f cnslidating the full spectrum f crprate-wide dcument surces nt SharePint, thereby maximizing the return n investment in existing cntent residing in Exchange public flder. T ensure a cmplete and successful migratin, DcAve's Pre-Migratin Scanner prvides a detailed analysis f the migratin befre it is perfrmed. The DcAve Pre-Migratin Scanner will detect and ntify yu f any illegal characters, user permissins, user names, user dmains, and ther legacy elements that must be mapped in rder t migrate successfully int SharePint. Exchange Public Flder Migratr allws rganizatins t: Streamline the data transfer easily frm Exchange public flder t SharePint Preserve and map all assciated metadata and security settings f Exchange public flder cntent during the migratin Plan migratin jbs accrding t business needs with granular r bulk cntent migratin and custmizable jb scheduling Cmplementary Prducts Many prducts and prduct suites n the DcAve 6 platfrm wrk in cnjunctin with ne anther. The fllwing prducts are recmmended fr use with DcAve Exchange Public Flder Migratr: DcAve Cntent Manager fr SharePint fr restructuring r mving SharePint cntent. DcAve Reprt Center fr SharePint t examine pain pints in the SharePint infrastructure and reprt n SharePint user behavir and changes. DcAve Data Prtectin fr setting backup and recvery pints prir t adjusting SharePint gvernance plicies in this prduct. DcAve Replicatr t perfrm live r event-driven, as well as scheduled r ffline replicatin. Synchrnizatin and management f all cntent, cnfiguratins, and securities is perfrmed with full fidelity. 5

6 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 6

7 Befre Yu Begin Refer t the sectins belw fr system and farm requirements that must be in place prir t installing and using DcAve Exchange Public Flder Migratr. Cnfiguratins In rder t use DcAve Exchange Public Flder Migratr, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. DcAve Exchange Public Flder Migratr will nt functin withut DcAve 6 present n the farm. T review a list f migratin surce versins and systems supprted by DcAve Migratr, refer t Appendix C Migratin Surce Envirnment in the DcAve 6 Installatin Guide. Agents DcAve Agents are respnsible fr running DcAve jbs and interacting with the SharePint bject mdel. DcAve Agents enable DcAve Manager t cmmunicate with the respective servers, allwing fr DcAve Exchange Public Flder Migratr cmmands t functin prperly. *Nte: The use f system resurces n a server increases when the installed agent is perfrming actins. This may affect server perfrmance. Hwever, if the agent installed n a server is nt being used, the use f system resurces is very lw and, therefre, the effect n server perfrmance is negligible. Fr instructins n installing the DcAve Platfrm, DcAve Manager, and DcAve Agents, see the DcAve 6 Installatin Guide. Required Permissins T install and use DcAve Exchange Public Flder Migratr prperly, ensure that the Agent accunt has the fllwing permissins. Exchange Public Flder t SharePint On-Premises Migratin T install and use Exchange Public Flder t SharePint On-Premises Migratin prperly, ensure that the Agent accunt have enugh permissin. 1. Lcal System Permissins: The permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. 7

8 SharePint Permissins: These permissins must be manually cnfigured prir t using Exchange Public Flder t SharePint On-Premises Migratin; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full Cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins Managed Metadata Service Term Stre Administratr Managed Metadata Service Administratr with Full Cntrl permissin SQL Permissins: These permissins must be manually cnfigured prir t using Exchange Public Flder t SharePint On-Premises Migratin; they are nt autmatically cnfigured. Member has a Database Rle f db_wner fr all f the databases related t SharePint, including Cntent Databases, SharePint Cnfiguratin Database, and Central Admin Database. Member has the Server Rles f dbcreatr and securityadmin t SQL server. *Nte: If a Web applicatin in the destinatin nde is using frms based authenticatin and uses a database as the methd f frms based authenticatin, refer t the Frms Based Authenticatin Permissins sectin t cnfigure additinal settings fr this Web applicatin. Exchange Public Flder Permissins: These permissins must be manually cnfigured prir t using Exchange Public Flder t SharePint On-Premises Migratin; they are nt autmatically cnfigured. Full Details Flder visible Exchange Public Flder t SharePint Online Migratin T install and use Exchange Public Flder t SharePint Online Migratin prperly, ensure that the Agent accunt and site cllectin users (specified when registering site cllectins) have enugh permissin. 1. Agent accunt permissins: Lcal System permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. 8

9 *Nte: If the registered site cllectins are SharePint Online site cllectins, the Agent accunt is n the Agent machine that will run the Exchange Public Flder t SharePint Online Migratin jb. This machine must have netwrk cnnectin r have cnfigured Agent Prxy Settings. Fr detailed infrmatin n Agent Prxy Settings, see the Agent Prxy Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. If the registered site cllectins are n-premises site cllectins, the Agent accunt is n the Agent machine that will run the Exchange Public Flder t SharePint Online Migratin jb. This machine must be the Central Administratin server r ne f the Web frnt-end servers f the farm where the registered site cllectins reside, r the machine that can cmmunicate with the Central Administratin server r ne f the Web frnt-end servers. 2. Site Cllectin User permissins: User is a member f the Site Cllectin Administratrs grup. Managed Metadata Service: Term Stre Administratr *Nte: T register site cllectins using the Scan Mde, make sure the specified site cllectin user has enugh permissin. When the registered site cllectins are n-premises site cllectins: Plicy fr Web Applicatin: Full Cntrl When the registered site cllectins are SharePint Online site cllectins: User has the Glbal administratr rle 3. Exchange Public Flder Permissins: These permissins must be manually cnfigured prir t using Exchange Public Flder t SharePint Online Migratin; they are nt autmatically cnfigured. Full Details Flder visible Lcal System Permissins The fllwing Lcal System Permissins are autmatically cnfigured during DcAve 6 installatin: User is a member f the fllwing lcal grups: IIS WPG (fr IIS 6.0) r IIS IUSRS (fr IIS 7.0) Perfrmance Mnitr Users DcAve Users (the grup is created by DcAve autmatically; it has the fllwing permissins): Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\SOFTWARE\AvePint\DcAve6 9

10 Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\System\CurrentCntrlSet\Services\eventlg Full Cntrl t the Cmmunicatin Certificate Permissin f Lg n as a batch jb (it can be fund within Cntrl Panel > Administrative Tls > Lcal Security Plicy > Security Settings > Lcal Plicies > User Rights Assignment) Full Cntrl Permissin fr DcAve Agent installatin directry Frms Based Authenticatin Permissins If a Web applicatin in the destinatin nde is using frms based authenticatin and uses a database as the methd f frms based authenticatin, ensure at least ne f the fllwing cnditins is met: The Agent accunt has a Database Rle f db_wner t this database. Specify a use in the cnnectinstring nde in this Web applicatin s web.cnfig prfile that has the access t this database. Fr details, refer t the instructins belw: i. Navigate t Start > Administrative Tls > Server Manager > Rles > Web Server (IIS) > Internet Infrmatin Services (IIS) Manager, find the desired Web applicatin in the Sites list. ii. Right-click the desired Web applicatin and select Explre. iii. Find the web.cnfig file in the pp-up windw. iv. Open the web.cnfig file with Ntepad. v. Find the cnnectinstring nde and specify a user that has access t the database that stres FBA security infrmatin. Migratin Speed Cnsideratins Speed is a very imprtant factr when migrating cntent. T set expectatins fr hw lng yur migratin plans will take (in rder t better infrm stakehlders), the fllwing are sme key factrs that shuld be taken int cnsideratin prir t running yur migratin plans. Netwrk bandwidth between the tw SharePint envirnments SQL I/O and memry Memry n Web frnt-end servers Memry n the server hsting the DcAve Media service Number f CPUs n Web frnt-end servers Surce envirnment deplyment 10 Number f bjects in surce

11 Divide database and flder structures int small data sets befre running the migratin. Cnsider a granular migratin apprach. Size f bjects in surce A single 1 GB file will migrate far quicker than a millin files that have a sum f 1 GB. Cmplexity f flders and sites Priritize cntent t be migrated int SharePint, and utilize tls t establish c-existence thrughut the curse f the migratin prject t slwly rll-ut SharePint t users as their cntent becmes available. Whether DcAve has t create site cllectins during migratin Use flders t break up large dcument libraries r data subsets t manage library size, cnsider utilizing filtering t migrate a sub-set f the data at a time. Whether securities are included in the plan (including mappings) Permissins can be cnfigured t be migrated in the migratin plans. Whether metadata is included in the plan Health Analyzer AvePint recmmends using Health Analyzer t check the prerequisites fr prperly using DcAve Exchange Public Flder Migratin. *Nte: When cnfiguring the Health Analyzer prfile t include the rules yu are abut t use fr scanning, select the rules fr the surce Agent and the destinatin Agent separately and include the rules in different prfiles t avid any misleading by the scan results f the rules. *Nte: Health Analyzer is nly available fr the users in the DcAve Administratrs grup. Fr mre infrmatin abut Health Analyzer, refer t DcAve 6 Cntrl Panel Reference Guide. 11

12 Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with Exchange Public Flder Migratin. Launching DcAve Exchange Public Flder Migratin T launch Exchange Public Flder Migratin and access its functinality, fllw the instructins belw: Lg int DcAve. If yu are already in the sftware, click the DcAve tab. The DcAve tab displays all prduct suites n the left side f the windw. Click Migratin t view all f the Migratin mdules. Click Exchange Public Flder Migratin t launch that mdule. *Nte: If desired, access the License Usage infrmatin fr Migratr prducts frm the Migratin landing page. Figure 1: DcAve mdule launch windw. 12

13 Abut Online Migratins An Online Migratin jb migrates cntent, cnfiguratins, securities, and users frm a surce Exchange public flder t a destinatin SharePint envirnment when a netwrk between the surce and destinatin is available. While it is theretically pssible t run an Online Migratin jb withut cnfiguring the settings described in the sectins belw, it is strngly recmmended that yu cnfigure these settings t ensure apprpriate cntent management during migratin. 13

14 Online Migratin Overview T perfrm Online Migratin jbs, the fllwing steps must be perfrmed in this rder. Click the link t jump t the crrespnding sectin Pre-migratin Cnfiguratins Cnfiguring Exchange Public Flder Cnnectins Cnfiguring Migratin Databases (Optinal) Cnfiguring Filter Plicies (Optinal) Cnfiguring Mappings (Optinal) Cnfiguring Dynamic Rules (Optinal) Cnfiguring an Exchange Public Flder Migratin Prfile a. Migratin Optins b. c. d. e. Filter Optins Mapping Optins Advanced Optins Managing Sub-prfiles 3. Perfrming an Exchange Public Flder Migratin a. Selecting the Surce and Destinatin Ndes b. Creating Cntainers Select either f the fllwing methds t perfrm an nline migratin: Cnfiguring the Run Nw Interface Cnfiguring the Save As New Plan Interface 14

15 Pre-migratin Cnfiguratins Cnfigure the fllwing settings befre perfrming Exchange Public Flder Migratin. Click the link t jump t the crrespnding sectin. Cnfiguring Exchange Public Flder Cnnectins Cnfiguring Migratin Databases (Optinal) Cnfiguring Filter Plicies (Optinal) Cnfiguring Mappings (Optinal) Cnfiguring Dynamic Rules (Optinal) Cnfiguring Exchange Public Flder Cnnectins T use Exchange Public Flder Migratin, yu must cnfigure the Exchange public flder cnnectin s that DcAve Agent is able t cnnect t the Exchange server. In the Hme tab, click Cnfigure Cnnectin n the ribbn, and then the Exchange Public Flder Cnnectin pp-up windw appears. Cnfiguring an Exchange Public Flder Cnnectin In the Exchange Pubic Flder Cnnectin pp-up windw, click Create t create a new cnnectin r click Edit t mdify a selected ne. Cnfiguring the fllwing settings n the pp-up windw: Exchange Public Flder Cnnectin Name Enter a name in the Name text bx fr the Exchange public flder cnnectin. Then enter an ptinal descriptin in the Descriptin text bx fr future reference. Cnnectin Enter the required infrmatin t make the specified surce Agent be able t cnnect t the Exchange server. a. Agent The Agents displayed are the nes whse Agent type cntains Exchange Public Flder Migratin-Exchange Public Flder Agent. Frm the drp-dwn list, select an Agent that is able t access the Exchange server frm the drp-dwn list. Fr mre infrmatin f Agent type cnfiguratin, refer t the DcAve 6 Cntrl Panel Reference Guide. b. Access methd Select the access methd accrding t the Exchange server. Select WebDAV if using Exchange 2000/2003/2007 server. Select Web Services if using Exchange 2007/2010/2013 server. Select MAPI if using Exchange 2000/2003/2007/2010/2013 server. 15

16 *Nte: AvePint recmmends using the MAPI access methd fr the cnnectin where the surce RTF (Rich Text Frmat) files yu want t migrate t the destinatin. *Nte: The Micrsft Outlk 2003 Service Pack 2 (32-bit) r higher versins must be installed n the surce Agent machine if yu select the MAPI access methd. c. d. Exchange URL (fr WebDAV, Web Services) Enter the URL f the Exchange public flder that the Agent cnnects t. An example is shwn in the Exchange URL text bx. Outlk prfile (fr MAPI nly) Enter the Outlk prfile that the Agent cnnects t. *Nte: Yu can find the existing prfiles by navigating t Cntrl Panel > Mail (32-bit) > Shw Prfiles n the surce server. If n prfile can be fund, create a new ne. e. f. g. Username and Passwrd Enter the username and the passwrd fr accessing Exchange public flder. An example is shwn in the Username text bx. It is recmmended t specify an administratr f the Exchange server here in rder t have the required permissin t lad all data, perfrm the peratins n the data. Click Validatin Test t verify the cnnectin and the cnfiguratins. After the verificatin cmpletes, click OK t save the settings and return t the Exchange Pubic Flder Cnnectin pp-up windw. Managing Exchange Public Flder Cnnectins It allws yu t cnfigure multiple cnnectins fr the DcAve Agent and the Exchange server. The Exchange Public Flder Cnnectin pp-up windw displays any Exchange public flder cnnectins that yu have previusly created. In this interface, yu can change the number f Exchange public flder cnnectins displayed per page and the rder in which they are displayed. T change the number f Exchange public flder cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer righthand crner. T srt the Exchange public cnnectins, click n a clumn heading such as Name, and Agent. Custmize hw these cnnectins are displayed in a number f different ways: Search Allws yu t filter Exchange public flder cnnectins t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). The keywrd must be cntained in a clumn value. Yu can select Search all pages r Search current page t define the search scpe. Select Search all pages t search the keywrd amng all pages, the cnnectins whse name r Agent cntains the keywrds will be displayed. Select Search current page t search the keywrd thrugh the current page, the cnnectins whse name r Agent cntains the keywrds will be displayed. T 16

17 cancel the search results, yu can click the delete ( refresh and display all cnnectins. ) buttn beside the text bx t Manage clumns ( ) Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the manage clumns ( ) buttn, and then check the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the hide the clumn ( ) buttn, and then the clumn is hidden. Filter the clumn ( ) Filters the cnnectins, which are related t the specified Agents, t be displayed. Hver ver the cursr n the Agent clumn and click the filter the clumn ( ) buttn, then check the checkbx next t the Agent name. Click OK t display the cnnectins which are related t the selected Agents. T cancel the filter results, click Clear Filter abve the table. Perfrm the fllwing actins in the Exchange Public Flder Cnnectin pp-up windw: Click Create t create a new Exchange public flder cnnectin. Fr details f creating an Exchange public flder cnnectin, see Cnfiguring an Exchange Public Flder Cnnectin. Click View Details t view details abut a selected Exchange public flder cnnectin. Click Edit t edit a previusly cnfigured Exchange public flder cnnectin. Fr details f editing an Exchange public flder cnnectin, see Cnfiguring an Exchange Public Flder Cnnectin. Click Delete t delete the selected Exchange public flder cnnectins. When the Exchange public flder cnnectin is using fr a migratin plan, then this cnnectin cannt be deleted. Cnfiguring Migratin Databases Cnfiguring a migratin database is nt mandatry fr Exchange Public Flder Migratrs unless yu want t stre detailed jb infrmatin such as the status and type f the jb, the user wh runs the jb, the start and end time f the jb, plan infrmatin, agent infrmatin, etc. Fr detailed infrmatin n the Migratin database schema, refer t Appendix A: Exchange Public Flder Migratin Database Infrmatin. *Nte: The versin f SQL Server required t create a migratin database must be SQL Server 2005 SP1 r higher On the Hme tab, in the Settings grup, click Migratin Database. The Migratin Database pp-up windw appears. Select a farm. 17

18 3. 4. Click Cnfigure in the Manage grup t cnfigure a migratin database fr the crrespnding farm r My Registered Sites, r click the dwn arrw ( ) buttn next t the farm and select the Cnfigure ptin frm the drp-dwn menu. The Cnfigure page appears. Cnfigure the fllwing settings fr the database that will stre migratin jb data: a. Cnfigure Migratin Database Specify a migratin database. Enter a new Database Server and a Database Name in the crrespnding fields. b. c. Authenticatin Select the authenticatin mde fr the migratin database. If yu select the Windws Authenticatin and yu want t access the database server with a specified Windws accunt, select the Specify a Windws accunt ptin. Select an existing managed accunt prfile r create a new managed accunt prfile by clicking New Managed Accunt Prfile in the drp-dwn menu. If yu select SQL authenticatin, the necessary infrmatin must be specified in the Accunt and Passwrd fields. Yu can als validate the SQL database accunt by clicking Validatin Test. Failver database server (ptinal) Specify a failver database server. In the event that the specified migratin database cllapses, the data stred in the Migratin database can be transferred t this standby database. Alternatively, yu can specify a Migratin Database in the Advanced settings by entering a cnnectin string instead f cnfiguring the settings in Step 3. Click Advanced; the Cnnectin String sectin appears. Check the Edit cnnectin string directly checkbx t activate this feature, and then enter the cnnectin string accrding t the example listed in the left pane. Fr mre infrmatin abut hw t cnfigure the cnnectin string, refer t the CnnectinString prperty in SQL Server Bks Online r SQL Server Tutrials by navigating t Start > Micrsft SQL Server (with the versin yu are using) > Dcumentatin and Tutrials Click OK t finish and save the cnfiguratin, r click Cancel t return t the Migratin Database page withut saving any cnfiguratins. Select the farm that has cnfigured a migratin database and click View Details in the Manage grup t view detailed infrmatin f the migratin database cnfigured fr the selected farm, r click the dwn arrw ( ) buttn next t the farm and select the View Details ptin frm the drp-dwn menu. The View Details page appears. *Nte: The View Details buttn is clickable nly when the selected farm has cnfigured a migratin database. Click Cnfigure n the ribbn t cnfigure the migratin database fr the farm. Cnfiguring Filter Plicies Filter Plicy allws yu t set up filter rules s that yu can cntrl what bjects are t be migrated t the SharePint destinatin, and yu can target cntent mre precisely. By setting up and saving filter 18

19 plicies, yu can apply the same filter plicies t different plans withut having t recreate them each time. Creating a Filter Plicy T create a new filter plicy, cmplete the fllwing steps: Click Prfile Settings n the Hme tab. The Prfile Settings tab appears. Click Filter Plicy frm the Settings grup n the Prfile Settings tab. The Filter Plicy page appears. Click Create frm the Manage grup. The Create page appears. Enter the name fr the filter plicy in the Name text bx and enter an ptinal descriptin fr further reference in the Descriptin text bx. In the Filter Rules area, select the Flder r Exchange Message ptin in the drp-dwn menu and click Add a Filter Level Grup t add a filter level grup, which is used t add the desired criterins in ne grup fr a specific bject level. In the Rule clumn, Name is the default rule fr an Exchange Message and Flder Name is the default rule fr a flder. Cntains is the default cnditin. Cnfigure the rule settings as fllws: a. Click Name t change the rule frm the drp-dwn list and then specify the crrespnding cnditin and value. Fr the Name and Message Class rule, the available cnditins are Cntains, Des Nt Cntain, Equals, and Des Nt Equal. *Nte: Only the Name rule is available if yu select the Flder level. Cntains When the item s name/message class cntains the value yu set, it will be filtered and included in the filter results. Des Nt Cntain When the item s name/message class des nt cntain the value yu set, it will be filtered and included in the filter results. Equals When the item s name/message class equals the value yu set, it will be filtered and included in the filter results. Des Nt Equal When the item s name/message class des nt equal the value yu set, it will be filtered and included in the filter results. Fr the Created Time/Mdified Time/Received Time/Start Time/Due Time rule, the available cnditins are Befre, After, Within, and Older Than. *Nte: Only the Created Time and Mdified Time rules are available if yu select the Flder level. Befre When the item s time is befre the time value yu set, it will be filtered and included in the filter results. 19

20 After When the item s time is after the time value yu set, it will be filtered and included in the filter results. Within When the item s time is within the time range yu set, it will be filtered and included in the filter results. Older Than When the item s time is lder than the time value yu set, it will be filtered and included in the filter results. 6. If yu have mre than ne criterin, click the rder t adjust the criteria s rder. If yu have mre than ne criterin, adjust the lgic relatin accrding t yur requirements. By default, the lgic relatin between each criterin is And. Yu can click the current lgic relatin (And r Or) t change it. And When multiple criteria are used, nly the data that meets all f the criteria is included in the filter results. Or When multiple criteria are used, the data that matches at least ne f the criteria is included in the filter results. After the filter plicy settings cmplete, click OK t save the settings and return t the Filter Plicy page. Managing Filter Plicies T access the Filter Plicy interface, click Prfile Settings n the Hme tab. On the Prfile Settings page, click Filter Plicy n the ribbn. The Filter Plicy interface displays any filter plicies that yu have previusly created in the main display pane. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click the clumn heading such as Filter Plicy Name, and Descriptin. Custmize hw these filter plicies are displayed in a number f different ways: Search Allws yu t filter the filter plicies t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). The keywrd must be cntained in a clumn value. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the filter plicies in all f the pages whse name r descriptin cntains the keywrds will be displayed; while Search current page means that nly the filter plicies in the current page whse name r descriptin cntains the keywrds will be displayed. Manage clumns ( ) Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the manage clumns ( ) buttn, and then check the checkbx next t the clumn name t have that clumn shwn in the list. 20

21 Hide the clumn ( ) Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the hide the clumn ( ) buttn, and then the clumn is hidden. Perfrm the fllwing actins in the Filter Plicy interface: Click Create n the ribbn t create a new filter plicy. Fr details f creating a new filter plicy, see Creating a Filter Plicy. Click Edit n the ribbn t change the cnfiguratins fr the selected filter plicy. Fr details f editing cnfiguratins fr filter plicies, see Creating a Filter Plicy. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected filter plicy, r click Cancel t return t the Filter Plicy interface withut deleting the selected filter plicy. Cnfiguring Mappings Befre perfrming an Exchange public flder migratin jb, yu may want t define ptinal Dmain Mapping, User Mapping, Grup Mapping, and Permissin Mapping settings. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. Dmain Mapping If there are users with the same name but with different dmains respectively in the surce and destinatin, yu can map a surce dmain name t a SharePint dmain name in the destinatin by using dmain mapping. During migratin, Migratr will change the surce dmain name t yur specified dmain name in the destinatin nde. Therefre, the surce user summer\user1 can be mapped t SharePint dmain user may\user1 thrugh dmain mapping. T access Dmain Mapping, click Prfile Settings n the ribbn f the Hme tab, and then the Prfile Settings tab appears. Click Mappings n the ribbn, and then select Dmain Mapping frm the drpdwn menu. The Dmain Mapping interface appears. Click Create n the ribbn t create a new dmain mapping rule. Fr specific instructins n setting up dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. User Mapping Use user mapping if yu wish t map an existing surce nde username t an existing SharePint user name in the destinatin. During migratin, Migratr will replace the surce username with yur specified username in the destinatin nde. T access User Mapping, click Prfile Settings n the ribbn f the Hme tab, and then the Prfile Settings tab appears. Click Mappings n the ribbn, and then select User Mapping frm the drp-dwn 21

22 menu. The User Mapping interface appears. Click Create n the ribbn t create a new user mapping rule. *Nte: In User Mapping, the Add a placehlder accunt t keep metadata even if the user n lnger exists ptin is nt supprted fr use with Exchange Public Flder Migratin t SharePint Online. This ptin replaces nn-existent destinatin users with a placehlder accunt in the destinatin Active Directry. Fr specific instructin n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping Use grup mapping if yu wish t map an existing surce grup name. During the migratin, Migratr will replace the surce grup name with yur specified grup name in the destinatin nde. T access Grup Mapping, click Prfile Settings n the ribbn f Hme tab, and then Prfile Settings tab appears. Click Mappings n the ribbn, and then select Grup Mapping frm the drp-dwn menu. The Grup Mapping interface appears. Click Create n the ribbn t create a new grup mapping rule. Fr specific instructins n setting up grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Permissin Mapping Permissin mapping allws yu t map an existing surce permissin name t SharePint permissins in the destinatin. Exchange Public Flder Migratr prvides yu a Default Permissin Mapping t migrate the public flder permissins t the SharePint permissins, which is cntained as default permissin mapping rule in the default main prfile. *Nte: If yu have cnfigured bth the user mapping and permissin mapping in the Mapping Optins prfile, yu can merge the surce user s mapping permissins in SharePint t the permissins f the mapped destinatin user T access Permissin Mapping, click Prfile Settings n the ribbn f Hme tab, and then Prfile Settings tab appears. Click Mappings n the ribbn, and then select Permissin Mapping frm the drp-dwn menu. The Permissin Mapping interface appears. Managing Permissin Mappings In the Permissin Mapping interface, yu will see a list f previusly cnfigured permissin mappings. In this interface, yu can change the number f permissin mappings displayed per page and the rder in which they are displayed. T change the number f permissin mappings displayed per page, select 22

23 the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the permissin mappings, click a clumn heading such as Name, and Descriptin. Custmize hw these permissin mappings are displayed in a number f different ways: Search Allws yu t filter permissin mappings t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). Bth the value f the Name and Descriptin clumns can be searched by the keywrd. Select Search all pages t search the keywrd amng all pages. Select Search current page t search the keywrd thrugh the current page. T cancel the search results, yu can click the delete ( ) buttn beside the text bx t refresh the area and all permissin mappings are displayed. Manage clumns ( ) Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the manage clumns ( ) buttn, and then check the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the hide the clumn ( ) buttn, and then the clumn is hidden. The Name clumn is nt allwed t be hidden. Perfrm the fllwing actins t a permissin mapping: Click Create t create a new permissin mapping. Fr details f creating a permissin mapping, see the Creating Permissin Mappings sectin f this guide. Click View Details t view details abut a selected permissin mapping. Click View Details n the ribbn and yu will see the previusly cnfigured settings fr this permissin mapping. Here yu can als click Edit n the ribbn t make changes t the permissin mapping s settings. Yu will be brught t the Edit Permissin Mapping page where yu can change this permissin mapping. Click Edit t edit a previusly cnfigured permissin mapping. The Default Permissin Mapping is nt allwed fr editing. Fr details f editing a permissin mapping, see Creating Permissin Mappings. Click Delete t delete the selected permissin mappings. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected permissin mappings, r click Cancel t return t the Permissin Mapping page withut deleting the selected permissin mappings. The Default Permissin Mapping is nt allwed fr deleting. Creating Permissin Mappings T create a new permissin mapping, click Create n the ribbn. T edit a previusly cnfigured permissin mapping, select the permissin mapping and then click Edit n the ribbn. In the Create/ Edit Permissin Mapping interface, cnfigure the fllwing settings: 1. Permissin Mapping Name Enter a name fr the permissin mapping. Then enter an ptinal descriptin fr the permissin mapping fr future reference. 23

24 2. 3. Permissin Mapping Set up the mapping f Exchange permissins t SharePint permissin levels. By default, the Exchange permissin has set up a SharePint permissin level. Yu can mdify it and select a desired SharePint permissin level frm the SharePint Permissin Level drp-dwn list. Yu can als create a new SharePint permissin level by clicking New SharePint Permissin Level at the tp f the drp-dwn list. Click OK t save the cnfiguratins and return t the Permissin Mapping interface, r click Cancel t return t Permissin Mapping interface withut saving any changes. Fr mre infrmatin f creating a new SharePint permissin level, editing an existing ne, viewing details f an existing ne, refer t Creating SharePint Permissin Levels. SharePint Permissin Levels Yu can manage SharePint permissin levels by creating a new SharePint permissin level, viewing details f a previusly cnfigured SharePint permissin level, editing a previusly cnfigured SharePint permissin level, r deleting a previusly cnfigured SharePint permissin level. T access Manage SharePint Permissin Level interface, click Prfile Settings n the Hme tab > Mappings > Permissin Mapping > Manage SharePint Permissin Level. The Manage SharePint Permissin Level interface appears, and yu will see a list f prvided r previusly cnfigured SharePint permissin level. In this interface, yu can change the number f SharePint permissin levels displayed per page and the rder in which they are displayed. T change the number f SharePint permissin levels displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the SharePint permissin levels, click n a clumn heading such as Name, and Descriptin. Custmize hw these SharePint permissin levels are displayed in a number f different ways: Search Allws yu t filter SharePint permissin level t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). The keywrd must be cntained in a clumn value. Select Search all pages t search the keywrd amng all pages. Select Search current page t search the keywrd thrugh the current page. T cancel the search results, yu can click the delete ( ) buttn beside the text bx t refresh the area and display all permissin levels. Manage clumns ( ) Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the manage clumns ( ) buttn, and then check the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the hide the clumn ( ), and then the clumn is hidden. 24

25 Perfrm the fllwing actins in the Manage SharePint Permissin Level page. Click Create n the ribbn t create a new SharePint permissin level. Fr detailed instructins n creating a new SharePint permissin level, see Creating SharePint Permissin Levels. Click View Details n the ribbn and yu will see the previusly cnfigured settings fr this SharePint permissin level. Here yu can als click Edit n the ribbn t make changes t the SharePint permissin level s settings. Yu will be brught t the Edit SharePint Permissin Level page where yu can change its settings. Click Edit n the ribbn t change the cnfiguratins fr this SharePint permissin level. Nte that the default SharePint permissin levels prvided, including Cntribute, Design, Edit, Full Cntrl, Read, View Only, PFM Delete All Items, PFM Edit All Items, PFM Create Subflders, PFM Create Items, PFM Read Items, PFM Delete Own Items, PFM Edit Own Items, and PFM Flder Owner, are nt editable. Fr details n editing cnfiguratins fr a SharePint permissin level, see Creating SharePint Permissin Levels. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected SharePint permissin levels, r click Cancel t return t the Manage SharePint Permissin Level interface withut deleting the selected SharePint permissin levels. Nte that the default SharePint permissin levels prvided, including Cntribute, Design, Edit, Full Cntrl, Read, View Only, PFM Delete All Items, PFM Edit All Items, PFM Create Subflders, PFM Create Items, PFM Read Items, PFM Delete Own Items, PFM Edit Own Items, and PFM Flder Owner, cannt be deleted. Creating SharePint Permissin Levels T create a new SharePint permissin level, click Create n the ribbn. T mdify a previusly cnfigured custmized SharePint permissin level, select the SharePint Permissin Level, and then click Edit n the ribbn. When creating r editing the SharePint permissin level, cnfigure the fllwing settings: Name and Descriptin Enter a name fr this permissin level and an ptinal descriptin fr future reference. Permissins Chse which permissins t be included in this permissin level. Yu can select permissins frm List Permissins and Persnal Permissins by checking the checkbx next t the permissin name. Check the Select All checkbx t select r clear all permissins. The permissins listed in Site Permissins cannt be edited, and the View Pages and Open permissins in Site Permissins will be selected by default when yu select permissin frm List Permissins r Persnal Permissins. Click OK t save the cnfiguratins, r click Cancel t cancel any changes. 25

26 Cnfiguring Dynamic Rules Dynamic rules map Exchange prperties t SharePint metadata using DLL files custmized in C#. In a migratin prfile, if dynamic rules cnflict with the cnfigured clumn mapping, dynamic rules take ver the rle f clumn mapping. Managing Dynamics Rules T use the dynamic rule feature, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Dynamic Rule n the ribbn. In the Dynamic Rule interface, yu will see a list f previusly cnfigured dynamic rules. In this interface, yu can change the number f dynamic rules displayed per page and the rder in which they are displayed. T change the number f dynamic rules displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the dynamic rules, click n a clumn heading such as Name, Descriptin, DLL File Name, and Last Mdified Time. Custmize hw these dynamic rules are displayed in a number f different ways: Search Filters dynamic rules displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Dynamic Rule viewing pane, enter the keywrd fr the dynamic rules yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the dynamic rules in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the dynamic rules in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Manage clumns ( ) Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the manage clumns ( ) buttn, and then check the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumns ( ) This allws yu t hide the clumn. Click the hide the clumns ( ) buttn in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a Dynamic Rule: Click Create n the ribbn t create a dynamic rule. Fr detailed infrmatin n creating a new dynamic rule, see Creating a Dynamic Rule. Click View Details n the ribbn and yu will see the previusly cnfigured settings fr this dynamic rule. Here yu can als click Edit n the ribbn t make changes t the dynamic rule s settings. Yu will be brught t the Edit Dynamic Rule page where yu can change this dynamic rule. Click Edit n the ribbn t change the cnfiguratin f this dynamic rule. Fr details n editing dynamic rule, see Creating a Dynamic Rule. 26

27 Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected dynamic rules, r click Cancel t return t the dynamic rule withut deleting the selected dynamic rules. Creating a Dynamic Rule T create a new dynamic rule, click Create n the ribbn. T edit a previusly cnfigured dynamic rule, select the dynamic rule and then click Edit n the ribbn. In the Create Dynamic Rule interface r Edit Dynamic Rule interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Dynamic Rule Name fr the dynamic rule that yu are abut t create r edit. Then enter an ptinal descriptin fr this dynamic rule fr future reference. 2. Uplad a DLL File Uplad a DLL file custmized in C# frm the lcal path. This file cntains yur cnfigured mapping settings. 3. Click OK t save the cnfiguratin and return t the Dynamic Rule interface. Click Cancel t return t the Dynamic Rule interface withut saving any cnfiguratin r changes. 27

28 Cnfiguring an Exchange Public Flder Migratin Prfile The Migratin Prfile allws yu t specify and define numerus settings fr the migratin jbs including Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create a Migratin Prfile. 1. Frm the Hme tab, in the Prfile grup, click Prfile Settings. The Prfile Settings tab appears. 2. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. 3. Enter a prfile name in the pp-up windw and click OK. 4. Select the Migratin Optins frm the left-hand pane. Select a previusly cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu r enter a name and click Create a New Prfile t create a new sub-prfile. Fr details abut this sectin, refer t Migratin Optins. 5. Select the Filter Optins frm the left-hand pane and select a previusly cnfigured filter plicy frm the drp-dwn menu. Or click New Filter Plicy frm the drp-dwn menu t create a new filter plicy. Fr details n creating a filter plicy, refer t Creating a Filter Plicy. 6. Select the Mapping Optins frm the left-hand pane. Select a previusly cnfigured Mapping Optins Sub-Prfile frm the drp-dwn menu r enter a name and click Create a New Prfile t create a new sub-prfile. Fr details abut this sectin, refer t Migratin Optins. 7. Select the Advanced Optins frm the left-hand pane and cnfigure the Dynamic Rule, Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. 8. Click Save in the Main Prfile rw t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace the existing main prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Migratin Optins Cnfigure the settings in Migratin Optins t specify hw t migrate the cntent and the security t SharePint. T set up sub-prfile Migratin Optins, cmplete the fllwing steps Frm the Hme tab, in the Prfile grup, click Prfile Settings. The Prfile Settings tab appears. Click Migratin Optins n the left-hand pane, and frm the Prfile Settings tab, under the Subprfile grup, click Edit Sub-prfile t make the Migratin Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Click the Cntent tab t cnfigure the fllwing settings. The fllwing settings are ptinal. Flder Migratin Optins Chse a methd t migrate the surce flders. 28

29 Migrate rt flder as list Select this ptin, and when selecting site nde as the destinatin, the selected surce flder and the flders (the rt flders f the selected surce flder) under it will be migrated t respective lists. After the migratin, lists having the same name as the selected surce flder and the rt flders will be created in the destinatin. Each rt flder and the data in it is migrated t respective lists. Fr example, Flder A is the selected surce rt flder and under Flder A, there are tw flders, Flder B and Flder C (Flder B and Flder C are rt flders f Flder A). When selecting Migrate rt flder as list and selecting site nde as the destinatin, the migratin results are as belw: A list named Flder A will be created and the data (except Flder B, Flder C, and the data within these tw flders) which is cntained in surce Flder A will be migrated t the Flder A list. Tw lists named Flder B and Flder C are created and the data which is cntained in surce Flder B and Flder C will keep the data structure and will be migrated t respective lists. Use flder full path as list name Select this ptin, and when the destinatin nde is site level, the selected surce data in each flder level will be migrated t respective lists named by the flder full path. Fr example, yu have selected Flder A as the surce cntent. Flder A is the sub flder f public flder and it cntains Flder B. In Flder B, an Item C is included. After the migratin, tw lists named Public Flders>Flder A and Public Flders>Flder A>Flder B are created, and the Item C is included in the Public Flders>Flder A>Flder B list. If either f these tw ptins is nt selected, when selecting site ndes as the destinatin, the selected surce flder will be migrated t a newly created list named by the surce flder name and keep the riginal data structure. Flder Structure Management When selecting the list nde as the destinatin, if using Create tp level flder n destinatin t perfrm the migratin, the migratin results are: A tp level flder having the same name as the surce flder is created in the destinatin list and the surce cntent yu selected is migrated t this flder. Withut selecting this ptin, the nly difference is that the tp level flder will nt be created. If yu select a site nde as the destinatin, n matter whether yu select this ptin r nt, a tp level flder having the same name as the surce flder is created in the destinatin list, and the surce cntent yu selected is migrated t this flder. 29

30 Cnversatin Optin When migrating s, if the destinatin list is discussin bard list, select whether t use the Migrate cnversatin as discussin threads ptin. If yu select this ptin, the s whse PR_CONVERSATION_INDEX prperty has the same value will be migrated t a discussin having the same subject as these s. The bdy f the s which replied the riginal will be as the reply item fr the discussin. If yu d nt select this ptin, each will be migrated t be an individual discussin using the subject as the discussin subject and using the e- mail bdy as the discussin bdy. If the destinatin list is nt discussin bard list, the Migrate cnversatin as discussin threads ptin will nt take effect. Surce Cntent Deletin If yu want t delete the surce cntent which has been migrated successfully after the migratin, select Delete surce cntent upn the jb cmpletin. Only the data will be deleted, and the flder structure will nt be deleted. *Nte: T perfrm the deletin peratin, make sure the user yu specified in the Exchange public flder cnnectin has the sufficient permissin. Cntent Type Optin When selecting Use pre-defined SharePint cntent type, the default cntent type in the destinatin bject will be used. If yu d nt select this ptin, the cntent type mapping cnfigured in Mapping Optins will take effect. Outlk Hme Page URL Select whether t set/remve the value f the Hme Page prperty f the surce flder. When selecting Set Outlk hme page URL t perfrm the migratin, the destinatin list URL and flder URL will be set as the value f the Hme Page prperty f the surce flder. When yu pen the specific flder, yu will be redirected t the SharePint list URL. When selecting Remve Outlk hme page URL t perfrm the migratin, the Hme Page prperty f the surce flder will be set blank. *Nte: Make sure the user used t cnnect the Exchange Public Flder cnnectin has the Flder wner permissin t the surce selected flders Click the Security tab next t the Cntent tab and cnfigure the Security settings. The fllwing settings are ptinal. Inherit the flder permissin frm its parent flder if yu want the migrated flder t inherit frm the surce parent flder permissin, select this checkbx. Inherit the flder permissin frm destinatin list If yu want the migrated flder t inherit frm the destinatin list permissin, select this checkbx. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace the existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. 30

31 Filter Optins Cnfigure the settings in Filter Optins t specify the surce cntent t be migrated. T cnfigure Filter Optins, cmplete the fllwing steps Frm the Hme tab, in the Prfile grup, click Prfile Settings. The Prfile Settings tab appears. Click Filter Optins n the left-hand pane, and select an existing filter plicy frm the drpdwn menu. Yu can als click the New Filter Plicy link t create a new filter plicy. T create a new filter plicy, refer t Creating a Filter Plicy. Mapping Optins Cnfigure settings in Mapping Optins t set the SharePint Cntent Type, Prperty Mapping, Cntent Type Mapping, Flder Mapping, and Security Mapping. Fr different access methds, WebDAV (selected by default),web Services, r MAPI, yu must set the mapping settings individually. T set up sub-prfile Mapping Optins, cmplete the fllwing steps Frm the Hme tab, in the Prfile grup, click Prfile Settings. The Prfile Settings tab appears. Click Mapping Optins n the left-hand pane, and frm the Prfile Settings tab, under the Subprfile grup, click Edit Sub-prfile t make the Mapping Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Select an Exchange Prperty Type frm the drp-dwn menu. Cnfigure the fllwing settings by referring t crrespnding sectins: SharePint Cntent Type, Prperty Mapping, Cntent Type Mapping, Flder Mapping, and Security Mapping. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace the existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile SharePint Cntent Type In the SharePint Cntent Type settings, yu can create cntent types based n the SharePint build-in cntent types, and the cntent types created are used t perfrm the cntent type mapping. By default, a list f new cntent types is pre-cnfigured. In the list, fr example, the ExchangeDcument cntent type is created based n the Dcument cntent type, s the Dcument cntent type is the parent cntent type f the ExchangeDcument cntent type. View the new cntent types and their parent cntent types as shwn belw. Cntent Type Name ExchangeDcument ExchangeAnnuncement ExchangeMessage Base Cntent Type Dcument Annuncement Item 31

32 Cntent Type Name ExchangeCntact ExchangeEvent ExchangeTask ExchangeNte ExchangeActivity ExchangeDiscussinReply Base Cntent Type Cntact Event Task Item Item Message Fr the list, yu can perfrm the fllwing actins. Click Add a Cntent Type t add a cntent type. A new rw appears at the bttm f the table. Enter the cntent type name, and then specify the based SharePint cntent type frm the drp-dwn list. *Nte: By default, six SharePint clumns are added t the newly created cntent type. SharePint Clumn Display Name Title ExchangeID Created By Created Mdified By Mdified Clumn Type Single line f text Single line f text Persn r Grup Date and Time Persn r Grup Date and Time Duble-click the name in the Cntent Type Name list t mdify the name, and dubleclick the name in the Base Type Name list t select a new build-in cntent type. Click Delete the Selected Cntent Type(s) t delete a selected cntent type. Click Edit the Selected Cntent Type t edit an existing cntent type. Fllw the instructins belw t edit a cntent type Select a cntent type and click Edit the Selected Cntent Type. A Cntent Type pp-up windw appears. On the pp-up windw, the clumns included in the selected cntent type and the clumn types are shwn in the table. Yu can add a new clumn and specify the clumn type r edit an existing ne. Click Add a Prperty Mapping t add a new clumn and specify the clumn type. A new rw appears at the bttm f the table. Enter the clumn name, and then specify the clumn type frm the drp-dwn list. Duble-click the clumn name in the SharePint Clumn Display Name list t change the clumn name and duble-click the clumn type in Clumn Type list t change the clumn type. Fr sme clumns, they are nt allwed fr editing. When using the managed metadata clumn, specify the term set path, whether t allw multiple values, 32

33 and the character t separate the multiple values in the clumn. The default character is ;. *Nte: Fr managed metadata clumns, if yu deselect the Allw multiple values checkbx, yu cannt edit the character t separate the multiple values in the clumn. 4. Click OK t save the cntent type settings and return t the SharePint Cntent Type tab. Prperty Mapping Setting up the prperty mapping fr Exchange prperty is used fr cntent type mapping. When cnfiguring the cntent type mapping, the Exchange prperty s display name, which is set in the prperty mapping, is able t be selected and the value in it is able t be mapped t the destinatin clumn. By default, a prperty mapping table is pre-cnfigured. In the table, fr example, if the prperty tag is urn:schemas:cntacts:givenname in the Exchange Prperty Tag list and the display name is IPM.Cntact.FirstName in the Display Name list, then, when cnfiguring the cntent type mapping, yu can select the IPM.Cntact.FirstName Exchange prperty. Fr the table, yu can perfrm the fllwing actins, Click Add a Prperty Mapping t add a prperty mapping. A new rw appears at the bttm f the table. Enter the display name in the Display Name clumn and enter the prperty tag in the Exchange Prperty Tag clumn. Duble-click the name in the Display Name clumn t set the new name, and dubleclick the name in the Exchange Prperty Tag clumn t set the prperty tag. Click Delete the Selected Mapping(s) t delete a selected prperty mapping. When selecting Web Services access methd, yu can custmize the prperty mapping. Fllw the steps belw t custmize the prperty mapping Select the Custmized Prperty Settings checkbx. Click Add a Prperty Mapping. Enter the display name f the clumn in the Display Name list. Enter the Exchange prperty infrmatin in the GUID, ID, Type, and Prperty Tag clumn. Repeat steps frm 2 t 4 t add anther custmized prperty mapping. Cntent Type Mapping Depending n the SharePint list template, yu can set the cntent type mapping fr each message class. By default, the cntent mapping settings are pre-cnfigured. In the table, fr example, if the surce data is using the IPM.Pst message class and the destinatin SharePint list is using the Dcument Library template, then, the data migrated t the destinatin list will use the ExchangeDcument cntent type. View the cntent mapping settings in the predefined table as shwn belw. 33

34 Exchange Message Class SharePint Cntent Type SharePint List Template IPM.Pst ExchangeDcument Dcument Library IPM.Nte ExchangeDcument Dcument Library IPM.Nte ExchangeMessage Generic List IPM.Nte ExchangeAnnuncement Annuncements IPM.Pst ExchangeAnnuncement Annuncements IPM.Dcument ExchangeAnnuncement Annuncements IPM.Pst ExchangeMessage Generic List IPM.Dcument ExchangeDcument Dcument Library IPM.Dcument ExchangeMessage Generic List IPM.Appintment ExchangeEvent Events IPM.Cntact ExchangeCntact Cntacts IPM.Task ExchangeTask Tasks IPM.Activity ExchangeActivity Generic List IPM.StickyNte ExchangeNte Generic List IPM.Pst ExchangeDiscussinReply Discussin Bard IPM.Nte ExchangeDiscussinReply Discussin Bard IPM.Dcument ExchangeDiscussinReply Discussin Bard IPN.Activity ExchangeDcument Dcument Library Fr the table, yu can perfrm the fllwing actins, Click Add a Cntent Type Mapping t add a cntent type mapping. A new rw appears at the bttm f the table. Select the message class frm the drp-dwn list, and then specify the SharePint cntent type and the SharePint list template frm the drpdwn list. Duble-click the message in the Exchange Message Class clumn t select a new message class, duble-click the cntent type in the SharePint Cntent Type list t select a new cntent type, and then duble-click the list template in the SharePint List Template list t select a new list template. Click Delete Selected Mapping(s) t delete a selected cntent type mapping. Click Edit a Cntent Type Mapping t edit an existing cntent type mapping. Fllw the instructins belw t edit a cntent type mapping Select a cntent type mapping and click Edit a Cntent Type Mapping. A Cntent Type Mapping Settings pp-up windw appears. On the pp-up windw, the clumn mapping frm the Exchange clumn name (cntained in the Exchange message class) t the SharePint clumn display name (cntained in the SharePint cntent type) is shwn. Select the checkbx f a specific clumn mapping and then click Edit the Selected Exchange Clumn. In the Exchange Clumn Name sectin, yu can select an Exchange prperty r define Marc. 34

35 Select an Exchange prperty Select a clumn name frm the drp-dwn list. Define Macr Specify a cmbinatin f prperties. The prperty name and the descriptin will be mapped t the SharePint clumn. i. Click Add and Define Macr. ii. Select a prperty frm the drp-dwn list, fr example, Cc. iii. Enter the descriptin in the Cnditin clumn, fr example, Jack. iv. The macr result is refreshed, fr example, [Cc]Jack. v. Repeat steps frm a t c t add the desired prperties, fr example, [Cc]Jack[Authr]Tm. vi. Click OK t finish the settings. The macr will be mapped t the SharePint clumn. The value f the SharePint clumn will be, fr example, [Cc]Jack[Authr]Tm Click OK t save the clumn mapping settings and return t the Cntent Type Mapping Settings page. The new clumn mapping is refreshed accrding t yur settings. Click OK n the Cntent Type Mapping Settings page and return t the Cntent Type Mapping tab. Flder Mapping When selecting site level as the destinatin, yu can set the flder mapping fr each type f Exchange flder. By default, a flder mapping table is pre-cnfigured. In the table, fr example, if the surce flder type is urn:cntent-classes:flder, and the destinatin SharePint list is using the Dcument Library template, then a list using the Dcument Library template will be created t cntain the surce data. Duble-click the list template name t change the list template. Security Mapping Specify the user mapping, dmain mapping, grup mapping, and permissin mapping. User Mapping (Optinal) In the drp-dwn list, select a previusly cnfigured user mapping r click New User Mapping t create a user mapping. Fr details n creating a user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: In User Mapping, the Add a placehlder accunt t keep metadata even if the user n lnger exists ptin is nt supprted fr use with Exchange Public Flder Migratin t SharePint Online. This ptin replaces nn-existent destinatin users with a placehlder accunt in the destinatin Active Directry. 35

36 Grup Mapping (Optinal) In the drp-dwn list, select a previusly cnfigured grup mapping r click New Grup Mapping t create a grup mapping. Fr details n creating a grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Dmain Mapping (Optinal) In the drp-dwn list, select a previusly cnfigured dmain mapping r click New Dmain Mapping t create a dmain mapping. Fr details n creating a dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Permissin Mapping (Required) In the drp-dwn list, select a previusly cnfigured permissin mapping r click New Permissin Mapping t create a permissin mapping. Fr details n creating a permissin mapping, refer t Creating Permissin Mappings. Nte that if yu have nt cnfigured r selected any permissin mapping, the default permissin mapping will be applied during the migratin. If yu select t use the mapping settings t migrate the surce user and the related permissin, besides the mapping settings abve, yu must als cnfigure the PublicFlderMigratinCnfiguratin.xml file. Refer t Appendix E: Advanced Settings in the Cnfiguratin File fr mre details. Advanced Optins Cnfigure the settings in Advanced Optins t set the character length settings and the illegal character replacement settings. The cnfiguratin settings are saved t the current main-prfile. Dynamic Rule Map the surce Exchange field names and the crrespnding values t SharePint clumn names and clumn values. Select a previusly created dynamic rule r click New Dynamic Rule t create a new ne. Character Length Settings Cnfigure character length limitatins fr SharePint URL, filename, and flder name. In SharePint, the maximum length f SharePint URL is 260 characters, and the maximum length f file name and flder name is 128 characters. Maximum Length f the flder name The default value is 60, and the scale yu can set is frm 1 t 128. If the flder name exceeds the limitatin yu set, the extra characters, which are in the end f the flder name, will be pruned. Fr example, yu set 10 as the maximum length f the flder name, and then a flder named AaaaaBbbbbCccccDdddd will be pruned t AaaaaBbbbb after the migratin. Maximum Length f the file name The default value is 80, and the scale yu can set is frm 1 t 128. If the ttal number f characters f the file name and extensin name exceed the limitatin yu set, the extra characters, which are in the end f the file name, will be pruned. Fr example, yu set 6 as the maximum length, and then a file named dc will be pruned t 12.dc after the migratin. Maximum Length f the SharePint URL The default value is 255, and the scale yu can set is frm 1 t 260.The length f the SharePint URL is calculated frm the first 36

37 character f the managed path after /. When the flder r file s URL exceeds the limitatin, the migratin results are: If the flder URL exceeds the limitatin, the flder and its cntent will be migrated under the rt flder f the destinatin list. Fr example, yu select Flder A in the surce fr migratin. The Flder A cntains Flder B and Flder C. The Flder B cntains Flder D and File E. When migrating, the URL f Flder D exceeds the maximum length f the SharePint URL yu set, then, Flder D and its cntent will be migrated t the same level as Flder A, which is in the tp level f the library. If the file URL exceeds the limitatin, the file will be migrated under the rt flder f the destinatin list. Fr example, yu select Flder A in the surce fr migratin. The Flder A cntains Flder B and Flder C. The Flder B cntains Flder D and File E. When migrating, the URL f File E exceeds the maximum length f the SharePint URL yu set, then, File E will be migrated t the rt flder f the library. Illegal Character Replacement Settings Replace the characters (existing in the file name and flder name in Exchange Public Flder) which are illegal in SharePint with the valid characters in SharePint. By default, all illegal characters are replaced with a _. Click Flder Level r File Level t cnfigure the settings fr flder name r file name. T mdify an illegal character mapping, duble-click _ in the Replace with clumn and enter a new valid character. T add an illegal character mapping, click Add an Illegal Character. Then enter the illegal character in the Illegal character in SharePint clumn and the valid character in the Replace with clumn. T delete ne r mre previusly cnfigured illegal character mapping, select the Illegal characters in SharePint check bx, all custmized mappings are selected, uncheck the mappings that yu d nt want t delete, and then click Delete the Selected Illegal Character(s). Nte that the default cnfigured mappings cannt be selected and deleted. Managing Sub-prfiles Refer the infrmatin belw t manage an existing sub-prfile. Editing an Existing Sub-prfile Select an existing sub-prfile frm the Sub-Prfile drp-dwn list. Click Edit Sub-prfile in the Sub-prfile grup t edit the sub-prfile settings. Click Save in the Sub-prfile grup t save the sub-prfile settings. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace the existing subprfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. 37

38 Deleting an Existing Sub-prfile Select an existing sub-prfile frm the Sub-Prfile drp-dwn list. Click Delete in the Prfile/Sub-prfile grup t delete the sub-prfile, r directly click Delete next t the sub-prfile name in the drp-dwn list. Nte that the default sub-prfile and the sub-prfile used in the main prfile cannt be deleted. Uplading a Previusly cnfigured Sub-prfile In the Prfile Settings interface, click Migratin Optins r Mapping Optins n the left panel. Click Edit Sub-prfile t make the Migratin Optins field active. Click Uplad in the Sub-prfile grup. Select a previusly created sub-prfile and click Open t uplad it. If a sub-prfile having the same name exists in DcAve, yu have tw ptins: Uplad as a new prfile Uplad the sub-prfile and name the upladed sub-prfile by adding a suffix, fr example, subprfile_1. Overwrite current prfile Replace the existing sub-prfile. The Default Mappings subprfile and the Default Migratin Optins prfile sub-prfile cannt be verwritten. Dwnlading an Existing Sub-prfile In the Prfile Settings interface, click Migratin Optins r Mapping Optins n the left-hand panel. Select an existing sub-prfile and click Edit Sub-prfile in the Sub-prfile grup. Click Dwnlad in the Sub-prfile grup t save the sub-prfile t the lcal disk. 38

39 Perfrming an Exchange Public Flder Migratin An Exchange public flder migratin migrates cntents, cnfiguratins, and securities frm the Exchange server t the SharePint envirnment. T start an Exchange public flder migratin jb, click Online Migratin n the ribbn in the Hme tab. T perfrm an Exchange public flder migratin jb, fllw the instructins belw. Selecting the Surce and Destinatin Ndes In the Surce pane, click Select Surce. The Select Surce pp-up windw appears. On the Select Surce pp-up windw, select the desired Agent frm the Agent drp-dwn list. The cnnectins relied n this Agent will be laded, and select the desired ne frm the Cnnectin drp-dwn list. Click OK and return t the Surce pane. The cnnectin name is displayed n the Surce pane. If yu want t change the current cnnectin, click Change Surce t select anther cnnectin. Click the cnnectin name t lad the surce data and then expand the data tree t find the data t be migrated. a. Find the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the flder nde int the Input Keywrd text bx t search fr the desired nde. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. b. Select the surce nde by checking the crrespnding checkbx. Within each flder level, there is a nde named Items t display hw many bjects (including the files and items) are cntained in the Items nde. Yu can click the Items nde and the Item Brwser interface appears. Select the files/items that yu wish t migrate by checking crrespnding checkbxes and click OK. *Nte: Fr detailed infrmatin abut what kinds f lists and libraries are supprted fr different Exchange flders in the migratin, refer t Appendix C: Supprted and Unsupprted Destinatin Levels. 5. In the destinatin pane, click the farm name and expand the data tree t select the destinatin site r list. *Nte: Fr the destinatin n-premises data tree, the farm, Web applicatin, site cllectin, site, list, and flder ndes all supprt the Advanced Search functin t search the ndes under it that meet the specified search criteria. Fr the My Registered Sites data tree, the site, list, and flder ndes supprt the Advanced Search functin. 39

40 a. Three kinds f farms can be laded in the destinatin: SharePint 2010 farms, SharePint 2013 farms, and SharePint Online farms. T perfrm the migratin t SharePint Online farms prperly, yu must cnfigure yur SharePint sites in Cntrl Panel. Fr mre detailed infrmatin abut this cnfiguratin, refer t the DcAve 6 Cntrl Panel Reference Guide. If the server yu are using des nt have internet access and needs t cmmunicate t SharePint Online farms r sites utside f this Agent s netwrk, cnfigure the prxy settings fr this server. Fr mre detailed infrmatin abut this cnfiguratin, refer t the Agent Prxy Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. b. c. Find the nde that yu want t migrate the surce data t. If wrking with a large envirnment, enter the keywrd f the nde int the Input Keywrd text bx t search fr the desired site cllectin. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. Select the destinatin nde by checking crrespnding checkbx. Yu can als create a new cntainer t be the destinatin nde withut leaving the current page. Fr details n creating a cntainer in SharePint, refer t Creating Cntainers. Fr each surce flder nde, if yu select the site nde in the destinatin, the newly created list/library will use the template that yu cnfigured in Flder Mapping; if yu select the list/library nde in the destinatin, nly the list/library using the particular template is supprted. Fr mre infrmatin f the supprted template, refer t Appendix C: Supprted and Unsupprted Destinatin Levels. *Nte: The libraries created r used by DcAve Cnnectr r the libraries that applied DcAve Strage Manager rules cannt be selected as the destinatin nde fr the Exchange Public Flder Migratin, therwise, the migratin jb will fail. 6. When finished cnfiguring the jb, select ne f the fllwing ptins: Click Run Nw t perfrm a migratin jb immediately. Fr mre infrmatin n the Run Nw interface, refer t Cnfiguring the Run Nw Interface. Click Save As New Plan t cnfigure mre specific settings and then save them as an Exchange public flder migratin plan, which then can be used t perfrm an Exchange public flder migratin jb. Fr mre infrmatin n the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. 40

41 Creating Cntainers Prir t migratin, cntainers shuld be created in the destinatin t stre the migrated cntent. The destinatin cntainer in Exchange Public Flder Migratin can be a site, list, r library. DcAve allws yu t create cntainers in SharePint withut leaving the DcAve interface, prviding yu the ability t perfrm migratin tasks withut using SharePint t create all f the necessary cntainers in the destinatin. T create a cntainer, in the Destinatin pane, enter the name f a new cntainer in the available field, and then click Create Cntainer. The Create Cntainer interface will pp up. Depending n the cntainer type yu are creating, cnfigure the settings fr each type f cntainer as such: Creating a Site Cnfigure these settings in the Create Cntainer page: Title and Descriptin Enter the Title f the new site and a Descriptin fr future references. Template Selectin Select the desired language frm the Select a language drpdwn list. Then select a site template fr this new site. Click n a tab t access the templates listed in that categry. Permissins Select Use unique permissins t allw a unique set f users access t this new site. Select Use same permissins as parent site t allw the same users wh can access the parent site access t this new site. Navigatin Select the Yes radi buttn if yu want a link t this site t appear in the Quick Launch and tp link bar f the parent site. Navigatin Inheritance Select Yes t use the tp link bar frm the parent site. Click OK t create the new site, r click Cancel t clse the Create Cntainer interface. Creating a List/Library Cnfigure these settings in the Create Cntainer page: Object Type Chse whether yu wish t create a List r Library by selecting the crrespnding radi buttn. Categry Select the categry fr the new list r library. Navigatin Select Yes if yu want t display the library/list n the Quick Launch. Dcument Template (fr Library nly) Fr a new library, select a dcument template frm the drp-dwn list t determine the default fr all new files created in this dcument library. Dcument Versin Histry (fr Dcument Library, Frm Library) Select Yes t create a versin each time yu edit a file in this library. 41

42 Click OK t create the new list r library, r click Cancel t clse the Create Cntainer interface. 42

43 Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the settings belw: Cnflict Reslutin If the Exchange public flder bject name/id in the surce nde is the same as an existing bject in the destinatin nde, it is cnsidered a cnflict. Cntainer level cnflict reslutin Set the cnflict reslutin n list and flder level. There are tw reslutins: Skip ignres the surce cntainer that has the same name as the destinatin ne. Fr the cntent in the surce cntainer, if yu d nt select the Check lwer bjects fr cnflicts checkbx, the cntent will be als ignred. If yu select the Check lwer bjects fr cnflict checkbx, cntinue t cnfigure Cntent level cnflict reslutin. Merge cmbines the cnfiguratin f the surce and destinatin cntainer. Fr the cntent in the surce cntainer, cntinue t cnfigure Cntent level cnflict reslutin. Cntent level cnflict reslutin Set the cnflict reslutin f the item/dcument level. There are tw reslutins. Skip ignres the surce item/dcument that has the same Exchange ID as the destinatin item/dcument. Overwrite cpies the surce item/dcument t the destinatin by verwriting the destinatin item/dcument with same Exchange ID. Fr mre infrmatin f Cnflict Reslutin, refer t Appendix F: Cnflict Reslutin. Prfile Selectin Specify the main prfile cnfigured in Prfile Settings. Destinatin Agent Grup Select a destinatin Agent grup t execute the migratin jb. Migratin Database Chse whether r nt t use the specified migratin database t stre the jb data. If yu have nt set up a migratin database, yu can click the Migratin Database link t create a new ne. If yu have set up ne, check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, yu can click Details t view the infrmatin f all agents and the cnnected status. T use the migratin database t stre the jb data, select Use specified Migratin Database t stre the jb data. Ntificatin Select the ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Jb Status Optin Specify whether r nt t take the metadata/security exceptins int cnsideratin fr the Exchange public flder migratin jb status. If nly the cntent metadata r security fails t migrate and yu select Ignre metadata/security exceptins ptin, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK t run the jb immediately r click Cancel t return t the Hme page f Online Migratin. 43

44 Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings t build a migratin plan: Plan Name Enter the plan name and the ptinal descriptin fr future reference. Prfile Selectin Select a previusly created main prfile frm the drp-dwn menu. Destinatin Agent Grup Select a destinatin Agent grup t execute the migratin jb. Schedule Selectin Specify the schedule t start the migratin jb. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin and the Schedule Settings sectin appears under Schedule Selectin. Click Add Schedule and the Add Schedule interface pps up. Fr mre infrmatin n the Add Schedule interface, refer t Cnfiguring Schedule Settings in the Add Schedule Interface. Ntificatin Select a previusly cnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile in the drp-dwn list t create a new ne. Fr details n creating a ntificatin prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Specify migratin database t stre detailed jb infrmatin in SQL Server fr each farm. If yu have nt set up a migratin database, yu can click the Migratin Database link t create a new ne. If yu have set up ne, check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, yu can click Details t view the infrmatin f all agents and the cnnected status. T use the migratin database t stre the jb data, select Use specified Migratin Database t stre the jb data. Fr the detailed infrmatin abut the migratin database, refer t Cnfiguring Migratin Databases. When finished cnfiguring the plan, select ne f the fllwing ptins: Click the triangle next t Save, and then select Save t save the plan yu have cnfigured. The Plan Manager interface appears. Fr mre infrmatin, refer t Managing Plans. Click the triangle next t Save, and then select Save and Run Nw t save the plan yu have cnfigured. The Run Nw interface appears. Fr detailed infrmatin n the ptins in the Run Nw interface, refer t the Cnfiguring the Run Nw Interface. Cnfiguring Schedule Settings in the Add Schedule Interface T cnfigure the schedule settings, cmplete the fllwing settings: 1. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the destinatin nde. Chse Incremental 44

45 migratin t migrate the surce nde cntent that has been mdified (Add and Mdify) since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. *Nte: If yu select the Incremental migratin ptin, the Remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb ptin in the Cnflict Reslutin sectin will be enabled, and yu are required t decide whether r nt t remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb Cnflict Reslutin If the Exchange public flder bject name/id in the surce nde is the same as an existing bject in the destinatin nde, it is cnsidered a cnflict. Cntainer level cnflict reslutin Set the cnflict reslutin n list and flder level. There are tw reslutins: Skip ignres the surce cntainer that has the same name as d nt select the Check lwer bjects fr cnflicts checkbx, the cntent will be als ignred. If yu select the Check lwer bjects fr cnflicts checkbx, cntinue t cnfigure Cntent level cnflict reslutin. Merge cmbines the cnfiguratin f the surce and destinatin cntainer. Fr the cntent in the surce cntainer, cntinue t cnfigure Cntent level cnflict reslutin. Cntent level cnflict reslutin Set the cnflict reslutin f the item/dcument level. There are tw reslutins. Skip ignres the surce item/dcument that has the same Exchange ID as the destinatin item/dcument. Overwrite cpies the surce item/dcument t the destinatin by verwriting the destinatin item/dcument with same Exchange ID. Fr mre infrmatin f Cnflict Reslutin, refer Appendix F: Cnflict Reslutin. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minutes, Hurs, Days, Weeks r Mnths frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and the Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. Schedule ending Designate when t stp the scheduled jb. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. 45

46 4. 5. Jb Status Optin Specify whether r nt t take the metadata/security exceptins int cnsideratin fr the Exchange public flder migratin jb status. If nly the metadata/securities f the cntent failed t be migrated, and yu select Ignre metadata/security exceptins ptin, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK n the ribbn t save the schedule setting cnfiguratins. Click Cancel n the ribbn t return t the Plan setting interface withut saving any changes. Repeat the cnfiguratins abve t create mre schedules. Click Calendar View t preview the cnfigured schedule in a calendar. Yu can delete a cnfigured schedule by clicking the delete ( ) buttn next t the schedule. 46

47 Managing Plans Yu can use Plan Manager t manage the Exchange Public Flder Migratin plans. After launching the migratin mdule, click Plan Manager next t the Hme tab. In the Plan Manager interface, any plans that yu have previusly created are displayed in the main display pane. In this interface, yu can change the number f plans displayed per page. T change the number f plans displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the plans, click the clumn heading such as Plan Name, and Plan ID. Custmize hw these plans are displayed in a number f different ways: Search Filters the plans t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). The keywrd must be cntained in a clumn value. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the plans in all f the pages whse clumn cntains the keywrds will be displayed; while Search current page means that nly the plans in the current page whse clumn cntains the keywrds will be displayed. Manage clumns ( ) Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the manage clumns ( ) buttn, and then check the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the hide the clumn ( ) buttn, and then the clumn is hidden. Perfrm the fllwing actins in the Plan Manager interface: Select a plan and click View Details. The surce nde and the destinatin nde are displayed n the data tree. Yu can als click Settings n the ribbn t view the migratin settings f this plan. When yu want t change the ndes yu selected r want t mdify the migratin settings, click Edit n the ribbn. Select a plan and click Edit n the ribbn t change the cnfiguratins fr the selected plan. Yu can change the ndes yu selected and mdify the migratin settings. Besides, yu can click Prfile Settings r Create Cntainer t perfrming the crrespnding actins. Select the plans that yu want t delete and click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected plans, r click Cancel t return t the Plan Manager interface withut deleting the selected plans. Click Test Run t perfrm a test run jb that simulates the real migratin jb. By viewing the jb reprt f the test run, yu can find whether the surce cntents can be migrated t the destinatin successfully, and then adjust the plans r ptimize the settings. 47

48 *Nte: Test Run results may differ frm the results f an actual migratin. Investigate Test Runs that display Finished with Exceptins results by reviewing the lg file. If n bvius cntent, metadata, r permissin errrs are fund, it is likely that the actual migratin will cmplete successfully. Click Run Nw t perfrm the migratin jb. Yu can als add plans t plan grups. Plan Grup cllects plans t grups accrding t yur setup. The plans will run simultaneusly r in sequence instead f having t run the plans manually. Fr mre infrmatin, refer t the Plan Grup sectin in the DcAve 6 Cntrl Panel Reference Guide. When adding a migratin plan t a plan grup, the migratin jbs f this plan will be run in the fllwing schedules: If the Disable the schedule fr each plan and run plans accrding t the plan grup s schedule checkbx is selected in the plan grup, the plan s schedule will be disabled. The migratin jbs f the plan will be run accrding t the plan grup s schedule. If n schedule is cnfigured fr the plan grup, the migratin jbs f the plan will nt be run until the plan (r plan grup) is run autmatically. If the Disable the schedule fr each plan and run plans accrding t the plan grup s schedule checkbx is nt selected in the plan grup, refer t the fllwing situatins: If bth the plan and the plan grup have a schedule cnfigured, the migratin jbs f the plan will be run accrding t bth the schedules. Fr mre infrmatin, refer t Cmmn Lgic. If nly ne schedule is cnfigured (fr the plan r plan grup), the migratin jbs will be run accrding t the cnfigured schedule. If n schedule is cnfigured fr the plan r the plan grup, the migratin jbs f the plan will nt run until the plan (r plan grup) autmatically runs. When adding a migratin plan t multiple plan grups, the migratin jbs f this plan will be run in the fllwing schedules: If the Disable the schedule fr each plan and run plans accrding t the plan grup s schedule checkbx is selected (in ne r all f the plan grups), the plan s schedule will be disabled. The migratin jbs f the plan will be run accrding t the plan grups schedules. Refer t the cmmn lgic fr details. If the Disable the schedule fr each plan and run plans accrding t the plan grup s schedule checkbx is nt selected in all f the plan grups, the migratin jbs f the plan will be run accrding t all f the cnfigured schedules f the plans and plan grups. Refer t the cmmn lgic fr details. 48

49 Cmmn Lgic When mre than ne schedule is available, the cmmn lgic is: If the schedules are n the same time, nly ne migratin jb will be run. If the schedules are n different times, the migratin jbs will be run accrding t each schedule. If the migratin jb f the plan is running, any scheduled jbs that shuld start after the current running jb will be skipped until the current jb finishes. 49

50 Exchange Public Flder Migratr Tl The Exchange public flder migratin tl is prvided in the \AvePint\Agent\bin. This tl is used t scan surce public flder cntents selected fr migratin and generate the scan reprt t recrd the cntents in the selected ndes. The cntents that match the cnfigured rules will be marked with a cmment fr yur reference. Besides, yu can cnfigure dmain mapping, grup mapping, and user mapping, which can be used during Exchange public flder migratin. Refer t the DcAve 6 Supplementary Tls User Guide fr instructins n using the tl. 50

51 Accessing Exchange Public Flder Migratin Using Ht Key Mde T wrk faster and imprve yur prductivity, DcAve supprts Ht Key mde t perfrm crrespnding actins quickly by using nly the keybard. T access Ht Key mde, in DcAve interface, use the key cmbinatins f Ctrl +Alt + Z n the keybard, and then press 1 t direct t the prducts pane. T access the Migratin prducts, press M. The fllwing is a list f ht keys fr the tp level. Using the ht key listed belw t access t the crrespnding prduct interface. Fr example, cntinue pressing P, yu will be brught t the Exchange Public Flder Migratin Interface. SharePint Migratin File System Migratin Ltus Ntes Migratin erm Migratin Livelink Migratin Exchange Public Flder Migratin Quickr Migratin EMC Dcumentum Migratin Functinality Name and Ht Key SM F N E L P Q D Exchange Public Flder Migratin T access Ht Key mde, in the Exchange Public Flder Migratin interface, use the key cmbinatins f Ctrl +Alt + Z n the keybard. The fllwing is a list f ht keys fr the tp level, each time yu want t g back t the tp level after accessing the interface f lwer level, press Ctrl + Alt + Z n the keybard. Fr example, cntinue pressing H, yu are brught t the Hme tab. Operatin Interface Ht Key Hme H Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Health Analyzer 6 User 9 51

52 Help and Abut infrmatin 0 Hme Page T access the Hme tab by using ht keys, in the Exchange Public Flder Migratin interface, use key cmbinatins f Ctrl + Alt + Z t access the Ht Key mde, and then press H n the keybard t enter the Hme tab. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Hme tab. Fr example, cntinue pressing O, yu are brught t the Online Migratin. Exchange Public Flder Migratin Online Migratin Prfile Settings Cnfigure Cnnectin Migratin Database Jb Mnitr Functinality Name and Ht Key PM O PS CF MD J Online Migratin Online Migratin New Plan Create Cntainer Change Surce Prfile Settings Cnfigure Cnnectin Migratin Database Jb Mnitr Save As New Plan Run Nw Functinality Name and Ht Key O N CC CS PS CF MD J A R Prfile Settings Functinality Name and Ht Key Filter Plicy F Create N OK O Cancel C Edit E OK O Cancel C View V Delete D Clse X Mappings M Dmain Mapping D User Mapping U 52

53 Functinality Name and Ht Key Grup Mapping G Permissin Mapping P Dynamic Rule DY Set as Default SD Edit Sub-prfile ES Uplad UP Dwnlad DL New N Delete DE Save S Save S Save As A Discard Changes DC Clse X Cnfigure Cnnectin Functinality Name and Ht Key Create N OK O Cancel C View Details V Edit E OK O Cancel C Clse X Edit E OK O Cancel C Delete D Clse X Migratin Database Functinality Name and Ht Key Cnfigure C OK O Cancel C View Details V Cnfigure C OK O Cancel C Clse X Clse X 53

54 Plan Manager Page T access the Plan Manager page by using ht keys, in the Exchange Public Flder Migratin interface, use key cmbinatins f Ctrl + Alt + Z t access the Ht Key mde, and then press P n the keybard t enter the Plan Manager page. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Plan Manager page. Fr example, cntinue pressing V, yu are brught t the View Details interface. Functinality Name and Ht Key View Details V Surce&Destinatin SD Settings SE Edit E Save SA Clse X Edit E Surce&Destinatin SD Settings SE Prfile Settings P Save SA Save and Run SR Nw Save SA Save As A Cancel X Delete D Test Run TR OK O Cancel C Run Nw R OK O Cancel C Generate Excel G 54

55 Appendix A: Exchange Public Flder Migratin Database Infrmatin Refer t the fllwing tables t view the detailed jb infrmatin stred in the migratin database. In Jb Detail, yu can view the jb details f each migrated surce bject, the surce/destinatin bject ID, the URL f the surce/destinatin bject, the size f the surce bject, the wner f the surce/destinatin bject, the migratin start time, the end time, and s n. In Jb Ntificatin, yu can view the status f the migratin jb and view the cmment related t the migratin jb. In Jb Statistic, yu can view the statistical infrmatin f the migratin jb, such as, the jb ID, the plan ID, the surce/destinatin start time, the surce/destinatin end time, the surce/destinatin Agent name, the number f migrated/failed/skipped items/flders/lists, and s n. Jb Detail View the jb details infrmatin in the table belw. Clumn Name Descriptin Value JbId It is the ID f the jb. The prefix f the jb ID facilitates the distinctin f different migratins. The jb ID fr Exchange public flder migratin is PF. Fr example, PF SequenceId SurceObjectId SurceObjectParentID TargetObjectId TargetObjectParentID SurceFullUrl It is the sequence ID f each migrated surce bject. It is the ID f the surce bject. It is the ID f the target bject. It is the full URL f the surce bject. The value represents the sequence f each migrated surce bject. Fr example, 1, it indicates that this surce bject is the first migrated bject. The value is the ID f the surce bject. The value is the ID f the parent f the surce bject. The value is the GUID f each target bject level frm site cllectin level t item level. Fr example, df3f11c6-c b4fc-d482a2fc9f56 is the GUID f the target flder. The value is blank. The value is the full URL f the surce bject. Use the value t find the surce bject. 55

56 Clumn Name Descriptin Value TargetFullURL It is the full URL f the target bject. The value is the full URL f the target bject. Use the full URL t find the target bject. If the surce bject is nt migrated t the target, the clumn value is blank. SurceObjectTitle It is the title f the surce bject. The value is the title f the surce bject. TargetObjectTitle It is the title f the target The value is the title f the target SurceObjectType TargetObjectType SurceObjectSizeBytes TargetObjectSizeBytes SurceObjectOwner TargetObjectOwner SurceObjectVersin TargetObjectVersin Operatin bject. It is the type f the surce bject. It is the type f the target bject. It is the size f the surce bject. The unit is byte. It is the size f the target bject. The unit is byte. It is the wner f the surce bject. It is the wner f the target bject. It is the versin f the surce bject. It is the versin f the target bject. It is the peratin perfrmed fr each surce bject during migratin. bject. The value represents the type f the surce bject, which is different accrding t the surce yu selected. 106 Flder 108 Item 109 Attachment 1001 Grup 1002 User The value represents the type f the target bject Site Cllectin Site Library List The value is the real size f the surce bject. The value is the size f the target bject. The value represents the user wh creates the surce bject. The value represents the user wh creates the target bject. The clumn value is blank. The clumn value is blank. The value represents the peratin perfrmed when migrating the surce bject t the target. 56

57 Clumn Name Descriptin Value 0 Nne 1 Skipped 2 New Created 3 Overwritten 4 Appended 5 Filtered 6 Cllapsed 7 Merge Status StartTime EndTime FilteredOutPlicy TruncatedPlicy It is the migratin status f the surce bject. It is the time when the backup starts. It is the time when the restre cmpletes. It is the status f using filter plicy. It is the truncated plicy that is applied t the surce bject. The value represents the status f the jb. 0 Starting 1 Successful 2 Backup Failed 3 Restre Failed 4 Filtered Out 5 Skipped 6 Exceptinal The value represents the time when the backup starts. The value represents the time when the restre cmpletes. The value represents the status f using filter plicy. 0 Nt Used 1 Used The value represents the truncated plicy that is applied t the surce bject. Nne N truncated plicy. Truncated The bject name is truncated. Renamed The bject name is renamed. MveUp The bject is 57

58 Clumn Name Descriptin Value TruncatedOrRenamedAs CustmMetadata It is the new name f the bject in the target. It is the status f using custm metadata. MetadataMapping It is the statues f using C- Based Object Oriented Language (C# Language) Mapping. Message Jb Ntificatin It displays the migratin message f the surce bject. View the jb ntificatins infrmatin in the table belw. Clumn Name Descriptin Value SequenceId It is the ID f the sequence fr each jb. mved up t the higher level. The value is the new name f the bject in the target after truncating r renaming. The value represents the status f using custm metadata. 0 Nt Used 1 Used The default value is false. The value represents the status f using C-Based Object Oriented Language (C# Language) Mapping. 0 Nt Used 1 Used The value is the migratin message f the surce bject. The value represents the sequence f each jb. Fr example, 1, it indicates that this jb is the first migratin jb. JbId It is the ID f the jb. The prefix f the jb ID facilitates the distinctin f different migratins. The jb ID fr Exchange Public Flder Migratin is PF. Fr example, PF

59 Clumn Name Descriptin Value Status It is the status f the jb. The value represents the status f the jb. 0 In Prgress 2 Finished 3 Failed 4 Stpped 7 Finished With Exceptin 8 Paused Message It displays the jb cmment. The value displayed is the same as the cmment in Statistics f Jb Details. 59

60 Jb Statistic View the jb statistics infrmatin in the table belw. Clumn Name Descriptin Value JbId It is the ID f the jb. The prefix f the jb ID facilitates the distinctin f different migratins. The jb ID fr Exchange Public Flder Migratin is PF. Fr example, PF PlanId It is the ID f the plan. The value is the plan ID, fr example, PLAN PlanName It is the name f the plan. The value is the plan name. If yu run a jb withut saving it as a plan, the value is Instance Plan. PlanGrupId It is the ID f the plan grup. The value is the ID f the plan grup that yu set fr the plan. PlanGrupName It is the name f the plan grup. The value is the name f the plan grup that yu set fr the plan. SurceAgentType It is the surce Agent type. The value represents the surce Agent type. 3 indicates the surce Agent type is Exchange Public Flder. TargetAgentType It is the target Agent type. The value represents the target Agent type. 5 SharePint SharePint SharePint Online SurceAgentName It is the surce Agent name. The value is the surce Agent name. TargetAgentName It is the target Agent name. The value is the target Agent name. Status It is the status f the jb. The value represents the status f the jb. 0 In Prgress 2 Finished 3 Failed 4 Stpped 7 Finished With Exceptin 60

61 Clumn Name Descriptin Value 8 Paused Run Type It is the type f the jb. The value represents the type f the jb. 0 Run 1 Test Run 0 Rerun SurceStartTime It is the time when the backup starts. The value represents the time when the backup starts. SurceFinishTime It is the time when the backup cmpletes. The value represents the time when the backup cmpletes. TargetStartTime It is the time when the restre starts. The value represents the time when the restre starts. TargetFinishTime It is the time when the restre cmpletes. The value represents the time when the restre cmpletes. Descriptin It is the descriptin f the jb. The value is the descriptin f the jb. UserName It is the DcAve user wh runs the jb. The value is the username wh runs the jb. JbOptin It is the ptin f the jb. The value is 0. JbType It is the type f the jb. The value represents the type f the migratin jb. 0 Full Migratin CntainerCnflictReslutin CntentCnflictResltuin MigratedBytes FailedBytes SkipedBytes FilteredBytes It is the cntainer cnflict reslutin. It is the cntent cnflict reslutin. It is the size f the migrated data. The unit is byte. It is the size f the data that are failed t be migrated. The unit is byte. It is the size f the skipped data. The unit is byte. It is the size f the data that is 1 Incremental Migratin The value represents the reslutin f cntainer cnflict. 0 Skip 5 Merge The value represents the reslutin f cntent cnflict. 0 Skip 3 Overwrite 61

62 Clumn Name Descriptin Value filtered ut. The unit is byte. MigratedSiteCllectinCunt It is the number f migrated site N/A cllectins. MigratedSiteCunt It is the number f the migrated N/A sites. MigratedListCunt It is the number f the migrated N/A lists. MigratedFlderCunt It is the number f migrated flders. MigratedItemCunt It is the number f migrated items. FailedSiteCllectinCunt It is the number f site N/A cllectins that are failed t be migrated. FailedSiteCunt It is the number f the sites that N/A are failed t be migrated. FailedListCunt It is the number f the lists that N/A are failed t be migrated. FailedFlderCunt It is the number f the flders that are failed t be migrated. FailedItemCunt It is the number f the items that are failed t be migrated. SkippedSiteCllectinCunt It is the number f the skipped N/A site cllectins. SkippedSiteCunt It is the number f the skipped N/A sites. SkippedListCunt It is the number f the skipped N/A lists. SkippedFlderCunt It is the number f the skipped flders. SkippedItemCunt It is the number f the skipped items. FilteredOutSiteCllectinCunt It is the number f site N/A cllectins that are filtered ut. FilteredOutSiteCunt It is the number f sites that are N/A filtered ut. FilteredOutListCunt It is the number f lists that are N/A filtered ut. FilteredOutFlderCunt It is the number f flders that are filtered ut. FilteredOutItemCunt It is the number f items that are filtered ut. 62

63 Object Type View the infrmatin f the bject type f Exchange Public Flder in the table belw. Object Type Value Flder 106 Item 108 Attachment

64 Appendix B: Exchange Public Flder Migratin Custmizatin Table The fllwing table shws what kinds f surce nde are supprted t be migrated t the crrespnding destinatin ndes. means the migratin is Supprted at this level and a blank area means the migratin is Nt Supprted at this level. What t migrate Public Flders Destinatin level Site Cllectin Site List/Library What t select in the surce Flder 64

65 What t migrate Subflder Destinatin level Site Cllectin Site List/Library What t select in the surce Item 65

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