Introduction Getting help Getting started Prerequisites 5 Installation 6 Entering License Key 8 Checking Current License

Transcription

1 Migratr Guide 3.0 Cpyright 2014 Metalgix Internatinal GmbH This sftware is prtected by cpyright law and internatinal treaties. Unauthrized reprductin r distributin f this sftware, r any prtin f it, may result in severe civil and/r criminal penalties and will be prsecuted t the maximum extent pssible under the law.

2 Table f Cntents Intrductin... 2 Getting help... 3 Getting started... 4 Prerequisites... 5 Installatin... 6 Entering License Key... 8 Checking Current License Cnfiguring Prxy Settings Migratr Checklist Uninstall Migratin Establishing Cnnectin Cnnecting t Symantec Enterprise Vault Cnnecting t EMC Xtender Cnnecting t Mimsa NearPint Cnnecting t GFI MailArchiver Cnnecting t HP IAP r RISS Cnnecting t Metalgix Archive Manager Cnnecting t Exchange (incl. Office 365) Hw T Migrate Archive t Archive Archive t Exchange Exchange t Exchange Checking Lgs & Results User Interface Main Tlbar Explrer Windws and Views Jb List Lg Files Cntext menu Cnfiguratin Resurce Utilizatin Settings Autmatic Updates Cnfiguring Prxy Settings PwerShell Authenticatin FAQ N Paste ptin when migrating t target system bit Outlk n 64-bit system

3 Migratr Help Intrductin Migrate and Archive Metalgix Migratr migrates legacy archives and live using the multi-award winning Metalgix migratin engine. Migratr is unbtrusive with nthing installed n the target, Exchange r surce servers and can run as a backgrund prcess, making it effectively invisible t the end-user f the legacy archive r live system. Migratr is based n technlgies used in Metalgix Cntent matrix and Archive manager tw f the mst used and trusted SharePint migratin and Exchange archiving technlgies available tday. Cmpliance Metalgix Migratr mitigates the risk and cmplexity f standard archive migratin methds and prvides a permanent chain f custdy fr legal cmpliance. Crprate users require a dedicated archiving slutin t meet ever grwing cmpliance needs and manage large amunts f sensitive cmpany infrmatin. A direct surce t target migratin prvides rganizatins with a tamper-prf, high-speed flw f cntent whilst maintaining the necessary chain-f-custdy fr every item migrated. Results are summarized and presented in a pst-migratin audit lg. Speed matters Metalgix Migratr can be effrtlessly backed-up, managed and mnitred thrugh the whle archive migratin prcess. Multi-threaded migratin tasks can be carried ut in parallel n different servers, which imprves migratin speed whilst maintaining data integrity. The asynchrnus migratin architecture reduces the classic transfer bttlenecks and advanced scanning calculates the migratin prcess fr each archived item between the surce and target. Legacy Archive Migratin There are number f key factrs that need t be cnsidered when migratin frm existing archiving slutins. Metalgix Migratr carries ut the archive migratin prcess while allwing end users cntinued access t imprtant legacy . The award winning migratin tl guarantees high-perfrmance and prcesses a wide range f granular criteria. is cpied straight frm the archived surce and written directly int Archive Manager and shrtcuts are cnverted n the fly. Administratrs can instantly take advantage f the latest Archive Manager feature set including advanced strage management and mixed envirnment cntrl. NOTE: Befre perfrming the migratin we recmmend filling in the Migratr Checklist - handy simple table fr relevant details f yur envirnment crucial fr successful migratin (see here). 2

4 Migratr Help Getting help General Infrmatin Fr general infrmatin abut Migratr and ther Metalgix prducts and services, please cntact: phne: Fr Internatinal phne numbers, and ther cntact infrmatin, please visit the Metalgix website. A supprt ticket can als be filed directly at the Supprt Prtal. Additinal Cntact Infrmatin Metalgix Blg Metalgix Knwledge Base Metalgix knwledge base Metalgix n Facebk Metalgix n Twitter twitter.cm/metalgix 3

5 Migratr Help Getting started In This Sectin Prerequisites Installatin Entering License Key Checking Current License Cnfiguring Prxy Settings Migratr Checklist Uninstall 4

6 Migratr Help Prerequisites Migratr can be installed anywhere in the dmain where the migratin will take place. Supprted OS: Windws 7 and Windws 8 (x86 and x64) Windws Server 2003 and later (x86 and x64) Requirements:.NET Framewrk 3.5 Outlk: - required nly with Exchange 2003 ptinal with later Exchange Servers when installed, bitness must be the same as the OS bitness ATTENTION: Fr migratin frm Xtender, Migratr must be installed directly n the Xtender machine. Als be sure yu have Xtender UnPackCntainer utility installed n Xtender machine (usually in "C:\Prgram Files (x86)\otg\ xtender\bin\utils" flder). Fr migratin frm NearPint, Migratr must be installed directly n the NearPint machine. Als be sure yu have NearPint MBlbViewer utility installed n NearPint machine (usually in "C:\Prgram Files (x86)\mimsa\nearpint" flder). 5

7 Migratr Help Installatin Installatin Steps 1. Cpy the Migratr.exe file t the machine where the Migratr shuld be installed n. 2. Clse all ther pen applicatins, including Internet Explrer. 3. Open Windws Explrer t the flder cntaining the Metalgix Migratr installer file. Duble-click the Migratr.exe t start the installatin prcess. Because this installer requires an elevated set f permissins t run, if yu d nt have the required permissins a message will pen infrming yu that elevated permissins are required. T run the installer with these elevated permissins, select the installer file, right-click and select the Run as administratr ptin. 4. The Metalgix Migratr InstallShield Wizard pens. In the initial dialg click Next t cntinue. 5. The License Agreement pens. Read thrugh the License Agreement. If yu agree t the terms f the license agreement, click the I accept f the license agreement radi buttn. Then click Next t cntinue. There is als a Print buttn n this screen if users wuld like t have a hard cpy f the license agreement. If yu d nt agree t the terms f the license agreement, click the I d nt accept the terms f the license agreement ptin, and the installatin will be canceled. 6. Nw click the Install buttn t run the installatin prcess. 6

8 7. The installatin prcess will run, and the Migratr will be installed. 8. Once the installatin prcess has been cmpleted, click Finish t exit the InstallShield Wizard. 7

9 Migratr Help Entering License Key When launching the Migratr fr the first time (r launching it after yur license has expired), yu will be prmpted t input an Activatin License Key. If yu are trying t install a new license key ver an existing key yu can d s by ging t the ribbn and selecting Help > Update License. 1. In the license activatin dialg, select I have a license key, and enter the license key, prvided with yur evaluatin r cmmercial license activatin (the key can be cpy and pasted int the prvided space). Alternately, if yu are using an lder versin f the license key, select the I am updating frm an lder versin and have an ld-style key ptin, and enter the key in the prvided space (the key can be cpy and pasted int the prvided space). 2. Next select the activatin methd. Mst systems can use the Online activatin methd, as lng as the system has internet access. In sme cases users are unable t use the nline activatin due t security setting r n internet access. In these particular cases the Offline activatin ptin can be selected. Online Activatin 1. After the license key is entered, select the Online activatin ptin. In sme cases users may be trying t authenticate the key thrugh a prxy. T d this click the Set prxy ptin. This ptin is nt required in mst standard cases. 2. Click Next. 3. The Migratr will cntact the licensing server and attempt t authenticate the license key. Once it is successful a Cngratulatins! message will be returned, and the license key will be active and in use. 4. Click Finish t cmplete the prcess. 8

10 Offline Activatin This ptin is generally used in cases where users are unable t use the nline activatin, due t security setting r n internet access. This ptin will still require sme internet access, but allws the authenticatin t be dne frm anther machine, i.e. a machine that has internet access. 1. Select the Offline activatin ptin. 2. Click Next. 3. A Generate Activatin Request dialg will be displayed. In the Activatin Request windw f this dialg will be a different key. The key in this windw cannt be edited. This key is used t help activate the license frm anther lcatin. This key can either be cpied frm the windw, r the Save t file ptin can be used t save the key int a text file (in case it needs t be cpied t anther machine). There is als an Activatin URL listed under the Activatin Request. Cpy this URL t a web brwser that has internet access. Alternately if the system the Migratr is n des have internet access thrugh a web brwser, click G t autmatically pen a web brwser t this URL. Navigate t the Activatin URL n a machine that has internet access. 4. On the Offline Activatin page, in the web brwser, enter the activatin text int the Activatin data text bx. Or if the key was saved t a file, select Brwse and navigate t the file with the activatin text. 5. Once the text is entered, click Activate. 6. The screen will refresh, and an Activatin Successful message shuld be listed next t the text bx. The text bx itself will have a new key entered in it. Yu can cpy this text by either: Clicking the Dwnlad file buttn. This will save the new authenticated license as a DAT file called "LicenseActivatinRespnse" t a lcatin n that lcal system. Clicking the Cpy text buttn. This will attempt t cpy the text nt the lcal systems clipbard, s it can be later pasted int the Migratr, r pasted int anther file. If the cpy t the clipbard is successful, a message will be displayed stating "Activatin Text successfully cpied t the clipbard". Click OK t cntinue. Manually cpy the text, by right-clicking in the text bx and using the Select all ptin, then right-click again and chse Cpy. Once the authenticated license has been cpied, return t Migratr. 7. If still n the Generate Activatin Request windw, click Next. This shuld mve t the Enter yur Activatin Respnse windw. 8. Paste the new license key int this windw (right-click inside the text bx, and chse Paste. Alternately if the license was saved t a file frm the web page, the Lad frm file ptin can be used t navigate t, and select, the DAT file. This wuld then lad the license. Once the license has been entered, click Next. 9. The authenticated license has nw been entered int the Migratr. A Cngratulatins! message will be returned, and the license key will be active and in use. 10. Click Finish t cmplete the prcess. 9

11 Migratr Help Checking Current License In the event that a licensing change was made after the license key fr Migratr has been installed, r if users just want t check the current status f the license key, they can g t the Abut dialg. This dialg gives details abut the current license key, such as the type f license, expiry date (if any), the number f servers used, the number f seats, any size limitatins fr the migratin, and hw many mailbxes has already been migrated. If any changes are made t the license key, this dialg can be updated. The steps t d this are belw. 1. In the Migratr ribbn menu, g t Help and click the Abut buttn. 2. In the dialg that pens, click the Refresh buttn. This will frce a refresh f this data frm the licensing servers, and update the infrmatin. NOTE: If an Offline license is used, the ffline key prcess will need t be used t d this update instead, unless the system the Migratr is installed n has internet access. 10

12 Migratr Help Cnfiguring Prxy Settings In mst cases Migratr can autmatically authenticate license keys, thrugh an envirnment's prxy setting, hwever, in sme cases the prxy may need t be cnfigured within the Migratr. In these cases users can specify the prxy settings thugh the cnnecting dialg. This page will review hw t set the prxy settings fr these special cases. 1. Click the Set prxy link available next t the Activate Online ptin. Then in the pp-up check the Enable prxy ptin. 2. Enter the Server name and Prt fr the prxy. This text bx allws users t specify the specific server name r IP fr the prxy, and the specific prt the prxy can be set in. 3. Next, specify the credentials t use when cnnecting. The credentials f the current user will be selected by default (the Windw authenticatin credentials), and the Dmain/user name is displayed beside the first radi buttn ptin. Alternatively, users can specify alternate credentials by clicking the Different user radi buttn, and entering an alternate user name and passwrd. 4. Once the prxy ptins are set (if there are any) select Set t return t the cnnectin dialg. The prxy cnfiguratin shuld be cmplete, and users shuld be able t authenticate their license key thrugh this prxy. 11

13 Migratr Help Migratr Checklist Migratr Versin Server Name IP Address User Operating System (n machine where Migratr will be installed): 32bit 64bit Windws 7 Windws 8 Windws 2003 R2 Windws 2008 R2 Windws 2012 Windws 2012 R2 MS Outlk versin (n machine where Migratr will be installed): Outlk 2003 Outlk 2007 Outlk 2010 Outlk 2013 NOTE: 32bit 64bit Outlk bitness shuld be the same as Operating System bitness, bth shuld be either 32 bit r 64 bit. Archive Envirnment If yu are planning a migratin frm an archiving system, please cmplete the Surce archiving system infrmatin. If an archiving system is the desired target f the migratin, please prvide the infrmatin abut the target system. Surce system Target system Metalgix Archive Manager Versin Web Server (name, IP address) Dmain User Cnnectin type http https http https SQL Cnnectin If yu are planning migratin frm and/r t an archiving system, please fill in the SQL cnnectin details fr archive system database. 12

14 Fill in where applicable Surce system Target system MS SQL Server (name, IP address) MS SQL Server versin Database Database schema MS SQL Server Authenticatin Windws SQL Windws SQL Lgin Exchange Envirnment Fill in where applicable Surce System Target System MS Exchange Server (name, IP address) MS Exchange Versin User Dmain cntrller Dmain Dmain administratr Cnnectin Type EWS Cnnectin Type 1 Exchange Web Services1 http MAPI2 (Redemptin) https Exchange Web Services1 http MAPI2 (Redemptin) https Exchange 2007 and abve 2 Outlk is required n a machine where migratin runs Migratr server (Outlk bitness shuld be the same as Operating System bitness, bth shuld be either 32 bit r 64 bit) Public flders archived in surce system: Yes N Testing mailbx fr first migratin: 13

15 Archived Mailbxes Number f mailbxes: Ttal size in the surce system: 14

16 Migratr Help Uninstall It is recmmended that uninstalling Migratr shuld be initiated frm the Migratr.exe file. Using this methd will autmatically uninstall all cmpnents f the applicatin. 1. Navigate t the lcatin that cntains the Migratr.exe file. Run the EXE file. 2. The Metalgix Migratr InstallShield Wizard pens. 3. Select the Remve radi buttn and click Next t cntinue the uninstallatin. 4. Click Yes t cnfirm uninstallatin. The Migratr will be uninstalled. 5. After Finish is clicked the Metalgix Migratr InstallShield Wizard will clse. If the uninstallatin f Migratr is cmplete and n additinal cmpnents need t be uninstalled. 15

17 Migratr Help Migratin Migratin effrtlessly mves yur legacy archive items t a new system. This target system has t be installed and ready befre the migratin prcess. It is als recmmended gd practice t perfrm a test migratin prir t the main migratin task. Fr seamless migratin fllw the migratin steps as utlined belw. Migratr steps are further describe in detail. Migratin Steps Outline Pre-migratin: Create r chse testing mailbx with items archived in surce archiving system Disable archiving n surce system fr selected testing mailbx Create backups befre perfrming archive migratin Install and cnfigure target system (Metalgix Archive Manager 6.0 r later) VERY IMPORTANT: Default retentin categry f Metalgix Archive Manager must be set t INDEFINITE. This retentin categry will be used during migratin and it has t be set t indefinite, t ensure that the retentin time fr all migrated items will be migrated crrectly. Migratin itself: Install Migratr (see the Migratr Install Guide) In Migratr cnnect t surce (see the Cnnecting t sectin f this guide relevant fr yur envirnment) In Migratr cnnect t target (Metalgix Archive Manager) In Migratr migrate ne testing mailbx frm surce t target (n shrtcuts, nly items) Check jb lg and migratin results In Migratr migrate testing mailbx frm surce t target again (nw with shrtcuts recreate ptin selected in jb ptins) Check shrtcuts created during migratin Migrate all mailbxes Check jb lg and migratin results NOTE: Befre perfrming the migratin we recmmend yu fill in the Migratr Checklist - handy simple table fr relevant details f yur envirnment crucial fr successful migratin. Each legacy archive can cntain varius types f archived items. Similarly, every such surce platfrm supprts different features. Migratr capabilities regarding item migratin and feature handling are summarized in the table belw. 16

18 Capabilities User Mailbx Items Jurnal Mailbx Items Public Flder Items 3rd party message classes (sme types) Shrtcut Retentin Lcal Replacement Preservatin install required Surce Symantec platfrm Enterprise Vault EMC Xtender Mimsa NearPint GFI MailArchiver N/A HP IAP Micrsft Exchange and Office 365 N/A 17 N/A

19 Migratr Help Establishing Cnnectin Prir t migratin, it is necessary t cnfigure cnnectins t surce and target system. Pssible surce system: Symantec Enterprise Vault EMC Xtender Mimsa NearPint GFI MailArchiver Metalgix Archive Manager 5.3+ Exchange Server Office 365 (Exchange Online) Pssible target system: Metalgix Archive Manager Exchange Server Office 365 (Exchange Online) Fr detailed instructins and cnfiguratin ptins descriptin fr individual cnnectrs see the fllwing sectins. NOTE: Utilize yur prefilled-in Migratr Checklist. It will help yu t enter crrect settings at cnnectins cnfiguratin. The fllwing table summarizes pssible surce- target cmpatibility, i.e. cnfiguratins when migratin can be perfrmed ( ). 18

20 Target Platfrm Metalgix Archiver Surce EMC Xtender GFI MailArchiver Metalgix Archive Manager EMC Extender GFI MailArchiver HP IAP Micrsft Exchange and Office 365 Mimsa NearPint Symantec Enterprise Vault 19 HP IAP Micrsft Exchange and Office 365 Mimsa NearPint Symantec Enterprise Vault

21 Migratr Help Cnnecting t Symantec Enterprise Vault Migratr allws cnnectin t different /archive systems. This sectin deals with cnnecting and handling Symantec Enterprise Vault archive. Each legacy archive can cntain varius types f archived items. Similarly, every such surce platfrm supprts different features. Migratr capabilities regarding item migratin and feature handling in respect t Symantec Enterprise Vault are summarized in the table belw. Platfrm Symantec Enterprise Vault CAPABILITIES User Mailbx items Jurnal Mailbx Items Public Flder Items 3rd party message classes Shrtcut Retentin replacement Preservatin Lcal install required T establish the cnnectin: First in the Migratr ribbn menu click the Cnnectin > Cnnect t Enterprise Vault. This will pen the Cnnect T Symantec Enterprise Vault dialg. There are three main settings tabs in this dialg: Web Settings, SQL Settings, and Exchange Settings. Each tab cntains a set f cnfiguratin ptins fr cnnecting t Symantec Enterprise Vault. The available ptins n Web Settings tab are: Server server name r IP address f the machine where Symantec Enterprise Vault Website is installed Dmain Symantec Enterprise Vault Website dmain Use secure cnnectin (https) select if Symantec Enterprise Vault Website is using secure cnnectin User & Passwrd Symantec Enterprise Vault Website user and passwrd 20

22 The available ptins n SQL Settings tab are: SQL Server server name r IP address f the server where Symantec Enterprise Vault databases are installed Directry Database Symantec Enterprise Vault Directry database name Schema DB schema used fr Symantec Enterprise Vault Directry database Nw select yur ptin depending n yur SQL Database authenticatin settings. The user yu select must have rights t the abve mentined DB: Use Current Windws User select if yur current lgged-n Windws user has the necessary rights fr the SQL DB Use Windws Authenticatin with impersnatin select this ptin t specify different user than the current lgged-n user; then enter user s credentials in the Dmain, User and Passwrd fields Use SQL Server Authenticatin select if the DB uses SQL Authenticatin and specify an SQL user with access rights t abve mentined database 21

23 This tab is required nly if this cnnectr is yur surce cnnectr. Otherwise it can be left empty. The available ptins n the Exchange Settings tab are: Exchange Server server name r IP address f yur Exchange Server; in case f Office 365 enter the respective URL Cnnectr type: EWS (Exchange Web Service) this type f cnnectin is available fr Exchange 2007 and later NOTE: EWS is the recmmended cnnectin type. Redemptin shuld be used nly fr Exchange Server https (secured) uncheck this ptin if EWS is running withut SSL (https) Use Fast Transfer fr Exchange Server 2010 SP1 and higher it is pssible t use Micrsft Fast Transfer prtcl fr cnnecting t Exchange; since it is faster it's recmmended ptin Messaging Applicatin Prgramming Interface (MAPI) (Redemptin) this type f cnnectin is available fr Exchange 2003 and later; Hwever, t use this type f cnnectin, Outlk must be installed n the Migratr machine and the bitness f Outlk and OS must be the same. (Fr slving the prblems with different bitness, see this sectin.) 22

24 Server versin yu can specify yur Exchange Server versin r leave Autdetect ptin EWS url - address where the Exchange web services are running, it is filled in autmatically but if necessary, it can be changed PwerShell url - address fr PwerShell; it is filled in autmatically but if necessary, it can be changed PwerShell auth - remte PwerShell uses different types f authenticatin. This drp-bx allws yu t select the authenticatin that's right fr yu. The mst cmmnly used authenticatin types are the fllwing: Kerbers - recmmended when Exchange Server is in the same dmain as Migratr; fr this type f authenticatin the Exchange Server must be specified by server name (nt the IP address) Basic - recmmended when Exchange Server is in different dmain as Migratr; the basic authenticatin must be enabled fr PwerShell Web Service n the target Exchange Server Default - will try t use Kerbers r Negtiate authenticatin mechanism Negtiate - Windws authenticatin must be enabled fr PwerShell Web Service n the Exchange Server NOTE: Other authenticatin types can be used at administratr's cnvenience. Fr mre infrmatin n individual authenticatin ptins and necessary settings, see the sectin PwerShell Authenticatin. User & Passwrd Exchange user that has full access t all mailbxes in the <Dmain>\<User> frmat Stre passwrd (Nt recmmended) - if checked, Migratr will remember passwrd fr the cnnectin and will nt ask the passwrd when Migratr runs next time 23

25 After all f the desired cnnectin ptins have been set, fr all settings tabs, click OK t establish the cnnectin. If Migratr is successful making the cnnectin, a new nde will appear in the Explrer View and yu can expand this nde and navigate user mailbxes. 24

26 Migratr Help Cnnecting t EMC Xtender Migratr allws cnnectin t different /archive systems. This sectin deals with cnnecting and handling EMC Xtender. Each legacy archive can cntain varius types f archived items. Similarly, every such surce platfrm supprts different features. Migratr capabilities regarding item migratin and feature handling in respect t EMC Xtender are summarized in the table belw. Platfrm EMC Xtender CAPABILITIES User Mailbx items Jurnal Mailbx Items Public Flder Items 3rd party message classes Shrtcut Retentin replacement Preservatin Lcal install required T establish the cnnectin: First in the Migratr ribbn menu click the Cnnectin > Cnnect t Xtender. This will pen the Cnnect T Xtender dialg. There are three main settings tabs in this dialg: Web Settings, SQL Settings, and Exchange Settings. Each tab cntains a set f cnfiguratin ptins fr cnnecting t Xtender. The available ptins n Web Settings tab are: Xtender Dmain Xtender dmain name Xtender Server server name r IP address f the Xtender Server Xtender User & Passwrd yur Xtender user Shared Flder enter path t any flder t which the lgged-n user (migratin user) has access; this flder will be used fr unpacking utility frm Xtender; after migratin this flder can be wiped ut 25

27 The available ptins n SQL Settings tab are: SQL Server server name r IP address f the server where Xtender database is installed Database Xtender database name Schema DB schema used fr Xtender database Nw select yur ptin depending n yur SQL Database authenticatin settings. The user yu select must have rights t the abve mentined DB: Use Current Windws User select if yur current lgged-n Windws user has the necessary rights fr the SQL DB Use Windws Authenticatin with impersnatin select this ptin t specify different user than the current lgged-n user; then enter user s credentials in the Dmain, User and Passwrd fields Use SQL Server Authenticatin select if the DB uses SQL Authenticatin and specify an SQL user with access rights t abve mentined database 26

28 This tab is required nly if this cnnectr is yur surce cnnectr. Otherwise it can be left empty. The available ptins n the Exchange Settings tab are: Exchange Server server name r IP address f yur Exchange Server; in case f Office 365 enter the respective URL Cnnectr type: EWS (Exchange Web Service) this type f cnnectin is available fr Exchange 2007 and later NOTE: EWS is the recmmended cnnectin type. Redemptin shuld be used nly fr Exchange Server https (secured) uncheck this ptin if EWS is running withut SSL (https) Use Fast Transfer fr Exchange Server 2010 SP1 and higher it is pssible t use Micrsft Fast Transfer prtcl fr cnnecting t Exchange; since it is faster it's recmmended ptin Messaging Applicatin Prgramming Interface (MAPI) (Redemptin) this type f cnnectin is available fr Exchange 2003 and later; Hwever, t use this type f cnnectin, Outlk must be installed n the Migratr machine and the bitness f Outlk and OS must be the same. (Fr slving the prblems with different bitness, see this sectin.) 27

29 Server versin yu can specify yur Exchange Server versin r leave Autdetect ptin EWS url - address where the Exchange web services are running, it is filled in autmatically but if necessary, it can be changed PwerShell url - address fr PwerShell; it is filled in autmatically but if necessary, it can be changed PwerShell auth - remte PwerShell uses different types f authenticatin. This drp-bx allws yu t select the authenticatin that's right fr yu. The mst cmmnly used authenticatin types are the fllwing: Kerbers - recmmended when Exchange Server is in the same dmain as Migratr; fr this type f authenticatin the Exchange Server must be specified by server name (nt the IP address) Basic - recmmended when Exchange Server is in different dmain as Migratr; the basic authenticatin must be enabled fr PwerShell Web Service n the target Exchange Server Default - will try t use Kerbers r Negtiate authenticatin mechanism Negtiate - Windws authenticatin must be enabled fr PwerShell Web Service n the Exchange Server NOTE: Other authenticatin types can be used at administratr's cnvenience. Fr mre infrmatin n individual authenticatin ptins and necessary settings, see the sectin PwerShell Authenticatin. User & Passwrd Exchange user that has full access t all mailbxes in the <Dmain>\<User> frmat Stre passwrd (Nt recmmended) - if checked, Migratr will remember passwrd fr the cnnectin and will nt ask the passwrd when Migratr runs next time 28

30 After all f the desired cnnectin ptins have been set, fr all settings tabs, click OK t establish the cnnectin. If Migratr is successful making the cnnectin, a new nde will appear in the Explrer View and yu can expand this nde and navigate user mailbxes. 29

31 Migratr Help Cnnecting t Mimsa NearPint Migratr allws cnnectin t different /archive systems. This sectin deals with cnnecting t Mimsa NearPint. Each legacy archive can cntain varius types f archived items. Similarly, every such surce platfrm supprts different features. Migratr capabilities regarding item migratin and feature handling in respect t Mimsa NearPint are summarized in the table belw. Platfrm Mimsa NearPint CAPABILITIES User Mailbx items Jurnal Mailbx Items Public Flder Items 3rd party message classes Shrtcut Retentin replacement Preservatin Lcal install required T establish the cnnectin: First in the Migratr ribbn menu click the Cnnectin > Cnnect t NearPint. This will pen the Cnnect T NearPint dialg. There are three main settings tabs in this dialg: Web Settings, SQL Settings, and Exchange Settings. Each tab cntains a set f cnfiguratin ptins fr cnnecting t NearPint. 30

32 The available ptins n Web Settings tab are: Server server name r IP address f the machine where Mimsa NearPint is installed Dmain Mimsa NearPint dmain name Use secure cnnectin (https) select if Mimsa NearPint uses secure cnnectin User & Passwrd Mimsa NearPint user 31

33 The available ptins n SQL Settings tab are: SQL Server server name r IP address f the server where Mimsa NearPint database is installed Cntext Database Mimsa NearPint DB name Schema DB schema used fr Mimsa NearPint database Nw select yur ptin depending n yur SQL Database authenticatin settings. The user yu select must have rights t the abve mentined DB: Use Current Windws User select if yur current lgged-n Windws user has the necessary rights fr the SQL DB Use Windws Authenticatin with impersnatin select this ptin t specify different user than the current lgged-n user; then enter user s credentials in the Dmain, User and Passwrd fields Use SQL Server Authenticatin select if the DB uses SQL Authenticatin and specify an SQL user with access rights t abve mentined database 32

34 This tab is required nly if this cnnectr is yur surce cnnectr. Otherwise it can be left empty. The available ptins n the Exchange Settings tab are: Exchange Server server name r IP address f yur Exchange Server; in case f Office 365 enter the respective URL Cnnectr type: EWS (Exchange Web Service) this type f cnnectin is available fr Exchange 2007 and later NOTE: EWS is the recmmended cnnectin type. Redemptin shuld be used nly fr Exchange Server https (secured) uncheck this ptin if EWS is running withut SSL (https) Use Fast Transfer fr Exchange Server 2010 SP1 and higher it is pssible t use Micrsft Fast Transfer prtcl fr cnnecting t Exchange; since it is faster it's recmmended ptin Messaging Applicatin Prgramming Interface (MAPI) (Redemptin) this type f cnnectin is available fr Exchange 2003 and later; Hwever, t use this type f cnnectin, Outlk must be installed n the Migratr machine and the bitness f Outlk and OS must be the same. (Fr slving the prblems with different bitness, see this sectin.) Server versin yu can specify yur Exchange Server versin r leave Autdetect ptin EWS url - address where the Exchange web services are running, it is filled in autmatically but if necessary, it can be changed 33

35 PwerShell url - address fr PwerShell; it is filled in autmatically but if necessary, it can be changed PwerShell auth - remte PwerShell uses different types f authenticatin. This drp-bx allws yu t select the authenticatin that's right fr yu. The mst cmmnly used authenticatin types are the fllwing: Kerbers - recmmended when Exchange Server is in the same dmain as Migratr; fr this type f authenticatin the Exchange Server must be specified by server name (nt the IP address) Basic - recmmended when Exchange Server is in different dmain as Migratr; the basic authenticatin must be enabled fr PwerShell Web Service n the target Exchange Server Default - will try t use Kerbers r Negtiate authenticatin mechanism Negtiate - Windws authenticatin must be enabled fr PwerShell Web Service n the Exchange Server NOTE: Other authenticatin types can be used at administratr's cnvenience. Fr mre infrmatin n individual authenticatin ptins and necessary settings, see the sectin PwerShell Authenticatin. User & Passwrd Exchange user that has full access t all mailbxes in the <Dmain>\<User> frmat Stre passwrd (Nt recmmended) - if checked, Migratr will remember passwrd fr the cnnectin and will nt ask the passwrd when Migratr runs next time After all f the desired cnnectin ptins have been set, fr all settings tabs, click OK t establish the cnnectin. If Migratr is successful making the cnnectin, a new nde will appear in the Explrer View and yu can expand this nde and navigate user mailbxes. 34

36 Migratr Help Cnnecting t GFI MailArchiver Migratr allws cnnectin t different /archive systems. This sectin deals with cnnecting t GFI MailArchiver. Each legacy archive can cntain varius types f archived items. Similarly, every such surce platfrm supprts different features. Migratr capabilities regarding item migratin and feature handling in respect t GFI MailArchiver are summarized in the table belw. Platfrm GFI MailArchiver CAPABILITIES User Mailbx items Jurnal Mailbx Items Public Flder Items 3rd party message classes Shrtcut Retentin replacement Preservatin Lcal install required N/A T establish cnnectin: First in the Migratr ribbn menu click the Cnnectin > Cnnect t MailArchiver. This will pen the Cnnect T GFI MailArchiver dialg. There are three main settings tabs in this dialg: Web Settings, SQL Settings, and Dmain cntrller. Each tab cntains a set f cnfiguratin ptins fr cnnecting t GFI MailArchiver. The available ptins n Web Settings tab are: Server server name r IP address f the machine where GFI MailArchiver is installed Dmain GFI MailArchiver Website dmain Use secure cnnectin (https) select if GFI MailArchiver Website is using secure cnnectin User & Passwrd GFI MailArchiver Website user and passwrd 35

37 The available ptins n SQL Settings tab are: SQL Server server name r IP address f the server where GFI MailArchiver databases are installed Schema DB schema used fr GFI MailArchiver database Nw select yur ptin depending n yur SQL Database authenticatin settings. The user yu select must have rights t the abve mentined DB. Use Current Windws User select if yur current lgged-n Windws user has the necessary rights fr the SQL DB Use SQL Server Lgin & Passwrd select if the DB uses SQL Authenticatin and specify an SQL user with access rights t abve mentined database 36

38 The available ptins n the Dmain cntrller tab are: Dmain cntrller - IP address r name f yur Dmain cntrller Dmain - yur MailArchiver dmain; nt required if the Dmain cntrller field (abve) is specified Dmain administratr & passwrd - enter the dmain administratr user name and passwrd NOTE: If yu are lgged n with the dmain administratr accunt, this tab culd be left empty. 37

39 After all f the desired cnnectin ptins have been set, fr all settings tabs, click OK t establish the cnnectin. If Migratr is successful making the cnnectin, a new nde will appear in the Explrer View and yu can expand this nde and navigate user mailbxes. 38

40 Migratr Help Cnnecting t HP IAP r RISS Migratr allws cnnectin t different /archive systems. This sectin deals with cnnecting t HP IAP r RISS. Each legacy archive can cntain varius types f archived items. Similarly, every such surce platfrm supprts different features. Migratr capabilities regarding item migratin and feature handling in respect t HP IAP r RISS are summarized in the table belw. Platfrm HP IAP CAPABILITIES User Mailbx items Jurnal Mailbx Items Public Flder Items 3rd party message classes Shrtcut Retentin replacement Preservatin Lcal install required T establish cnnectin: First in the Migratr ribbn menu click the Cnnectin > Cnnect t IAP r RISS. This will pen the Cnnect T IAP r RISS dialg. There are tw main settings tabs in this dialg: Web Settings and Exchange Settings. Each tab cntains a set f cnfiguratin ptins fr cnnecting t HP IAP. The available ptins n Web Settings tab are: Server server name r IP address f the machine where HP IAP is installed Dmain HP IAP Website dmain Use secure cnnectin (https) select if HP IAP is using secure cnnectin User & Passwrd HP IAP user and passwrd 39

41 The Exchange tab is required nly if this cnnectr is yur surce cnnectr. Otherwise it can be left empty. The available ptins n the Exchange Settings tab are: Exchange Server server name r IP address f yur Exchange Server; in case f Office 365 enter the respective URL Cnnectr type: EWS (Exchange Web Service) this type f cnnectin is available fr Exchange 2007 and later NOTE: EWS is the recmmended cnnectin type. Redemptin shuld be used nly fr Exchange Server https (secured) uncheck this ptin if EWS is running withut SSL (https) Use Fast Transfer fr Exchange Server 2010 SP1 and higher it is pssible t use Micrsft Fast Transfer prtcl fr cnnecting t Exchange; since it is faster it's recmmended ptin Messaging Applicatin Prgramming Interface (MAPI) (Redemptin) this type f cnnectin is available fr Exchange 2003 and later; Hwever, t use this type f cnnectin, Outlk must be installed n the Migratr machine and the bitness f Outlk and OS must be the same. (Fr slving the prblems with different bitness, see this sectin.) Server versin yu can specify yur Exchange Server versin r leave Autdetect ptin EWS url - address where the Exchange web services are running, it is filled in autmatically but if necessary, it can be changed PwerShell url - address fr PwerShell; it is filled in autmatically but if necessary, it can be changed 40

42 PwerShell auth - remte PwerShell uses different types f authenticatin. This drp-bx allws yu t select the authenticatin that's right fr yu. The mst cmmnly used authenticatin types are the fllwing: Kerbers - recmmended when Exchange Server is in the same dmain as Migratr; fr this type f authenticatin the Exchange Server must be specified by server name (nt the IP address) Basic - recmmended when Exchange Server is in different dmain as Migratr; the basic authenticatin must be enabled fr PwerShell Web Service n the target Exchange Server Default - will try t use Kerbers r Negtiate authenticatin mechanism Negtiate - Windws authenticatin must be enabled fr PwerShell Web Service n the Exchange Server NOTE: Other authenticatin types can be used at administratr's cnvenience. Fr mre infrmatin n individual authenticatin ptins and necessary settings, see the sectin PwerShell Authenticatin. User & Passwrd Exchange user that has full access t all mailbxes in the <Dmain>\<User> frmat Stre passwrd (Nt recmmended) - if checked, Migratr will remember passwrd fr the cnnectin and will nt ask the passwrd when Migratr runs next time After all f the desired cnnectin ptins have been set, fr all settings tabs, click OK t establish the cnnectin. 41

43 If Migratr is successful making the cnnectin, a new nde will appear in the Explrer View and yu can expand this nde and navigate user mailbxes. 42

44 Migratr Help Cnnecting t Metalgix Archive Manager Migratr allws cnnectin t different /archive systems. This sectin deals with cnnecting t Metalgix Archive Manager. First in the Migratr ribbn menu click the Cnnectin > Cnnect t Archive Manager. This will pen the Cnnect T Archive Manager dialg. There are three main settings tabs in this dialg: Web Settings, SQL Settings, and Exchange Settings. Each tab cntains a set f cnfiguratin ptins fr cnnecting t Archive Manager. VERY If the Metalgix Archive Manager will be target, its Default retentin categry must be IMPORTANT: set t INDEFINITE. This retentin categry will be used during migratin and it has t be set t indefinite, t ensure that the retentin time fr all migrated items will be migrated crrectly. This tab is required nly if this cnnectr is yur surce cnnectr. Otherwise it can be left empty. 43

45 The available ptins n Web Settings tab are: Archive Web Server server name r IP address f the machine where Metalgix Archive Manager is installed Archive Web User & Passwrd usually nt required; these settings are available nly in special cases when secure cnnectin is used (https); required just in case that nly Basic authenticatin is allwed in Archive Manager IIS server; in such case enter super-user name, i.e. the user under which the Archive Manager runs Use secure cnnectin t web server (https) select if yu use secure cnnectin (https) t Archive Manager ArchiveWeb Use secure cnnectin t web services (https) select if yur Archive Manager uses secure cnnectin (https) NOTE: T check yur Archive Manager http/https settings, g t IIS Manager / <ArchiveManagerServerName> / Sites / Default Web Site. Select ArchiveWeb nde and click the SSL Settings ptin frm the main pane. Then check it als fr ExchangePamWS nde. The available ptins n SQL Settings tab are: SQL Server server name r IP address f the server where Archive Manager databases are installed SQL Database name f the Archive Manager Exchange Editin database (usually exchangedb ) Schema name f the schema used with this database; by default it is db NOTE: T check yur Archive Manager database settings, g t C:\Prgram Files (x86)\cmmn Files\PAM\PamCnfig and pen PamCnfig.exe. Select Exchange Archive tab. Then the Initial catalg is ur SQL Database and Table wner is ur Schema. Cnnectin authenticatin radi buttns -- select yur ptin depending n yur SQL Database authenticatin settings. The user yu specify must have rights t the DB entered under SQL Database: 44

46 Use Current Windws User select if yur current lgged-n Windws user has the necessary rights fr the SQL DB Use Windws Authenticatin with impersnatin select this ptin t specify different user than the current lgged-n user; then enter user s credentials in the Dmain, User and Passwrd fields Use SQL Server Authenticatin select if the DB uses SQL Authenticatin and specify an SQL user with access rights t abve mentined database This tab is required nly if this cnnectr is yur surce cnnectr. Otherwise it can be left empty. The available ptins n the Exchange Settings tab are: Exchange Server server name r IP address f yur Exchange Server; in case f Office 365 enter the respective URL Cnnectr type: EWS (Exchange Web Service) this type f cnnectin is available fr Exchange 2007 and later NOTE: EWS is the recmmended cnnectin type. Redemptin shuld be used nly fr Exchange Server https (secured) uncheck this ptin if EWS is running withut SSL (https) Use Fast Transfer fr Exchange Server 2010 SP1 and higher it is pssible t use Micrsft Fast Transfer prtcl fr cnnecting t Exchange; since it is faster it's recmmended ptin Messaging Applicatin Prgramming Interface (MAPI) (Redemptin) this type f cnnectin is available fr Exchange 2003 and later; Hwever, t use this type f cnnectin, Outlk must be installed n the Migratr machine and the bitness f Outlk and OS must be the same. (Fr slving the prblems with different bitness, see this sectin.) 45

47 available fr Exchange 2003 and later; Hwever, t use this type f cnnectin, Outlk must be installed n the Migratr machine and the bitness f Outlk and OS must be the same. (Fr slving the prblems with different bitness, see this sectin.) Server versin yu can specify yur Exchange Server versin r leave Autdetect ptin EWS url - address where the Exchange web services are running, it is filled in autmatically but if necessary, it can be changed PwerShell url - address fr PwerShell; it is filled in autmatically but if necessary, it can be changed PwerShell auth - remte PwerShell uses different types f authenticatin. This drp-bx allws yu t select the authenticatin that's right fr yu. The mst cmmnly used authenticatin types are the fllwing: Kerbers - recmmended when Exchange Server is in the same dmain as Migratr; fr this type f authenticatin the Exchange Server must be specified by server name (nt the IP address) Basic - recmmended when Exchange Server is in different dmain as Migratr; the basic authenticatin must be enabled fr PwerShell Web Service n the target Exchange Server Default - will try t use Kerbers r Negtiate authenticatin mechanism Negtiate - Windws authenticatin must be enabled fr PwerShell Web Service n the Exchange Server NOTE: Other authenticatin types can be used at administratr's cnvenience. Fr mre infrmatin n individual authenticatin ptins and necessary settings, see the sectin PwerShell Authenticatin. User & Passwrd Exchange user that has full access t all mailbxes in the <Dmain>\<User> frmat Stre passwrd (Nt recmmended) - if checked, Migratr will remember passwrd fr the cnnectin and will nt ask the passwrd when Migratr runs next time After all f the desired cnnectin ptins have been set, fr all settings tabs, click OK t establish the cnnectin. If Migratr is successful making the cnnectin, a new nde will appear in the Explrer View and yu can expand this nde and navigate user mailbxes. 46

48 Migratr Help Cnnecting t Exchange (incl. Office 365) Exchange Server (including Office 365) itself can be yur surce r target system as well. This sectin deals with cnnecting t and handling Exchange Server. Each legacy archive can cntain varius types f archived items. Similarly, every such surce platfrm supprts different features. Migratr capabilities regarding item migratin and feature handling in respect t HP IAP are summarized in the table belw. Platfrm CAPABILITIES Micrsft Exchange and Office 365 User Mailbx items Jurnal Mailbx Items Public Flder Items 3rd party message classes (sme types) Shrtcut Retentin replacement Preservatin N/A Lcal install required N/A T establish cnnectin: T create cnnectin t Exchange Server as surce/target, g t Cnnectin > Cnnect t Exchange Server. This will pen the Cnnect t Exchange dialg cntaining the fllwing fields: Exchange Server server name r IP address f yur Exchange Server; in case f Office 365 enter the respective URL Cnnectr type: EWS (Exchange Web Service) this type f cnnectin is available fr Exchange 2007 and later NOTE: EWS is the recmmended cnnectin type. Redemptin shuld be used nly fr Exchange server https (secured) uncheck this ptin if EWS is running withut SSL (https) Use Fast Transfer fr Exchange Server 2010 SP1 and higher it is pssible t use Micrsft Fast Transfer prtcl fr cnnecting t Exchange; since it is faster it's recmmended ptin Messaging Applicatin Prgramming Interface (MAPI) (Redemptin) this type f cnnectin is available fr Exchange 2003 and later; Hwever, t use this type f cnnectin, the bitness f Outlk and OS must be the same. (Fr slving the prblems with different bitness, see the this sectin.) 47

49 Server versin yu can specify yur Exchange Server versin r leave Autdetect ptin EWS url - address where the Exchange web services are running, it is filled in autmatically but if necessary, it can be changed PwerShell url - address fr PwerShell; it is filled in autmatically but if necessary, it can be changed PwerShell auth - remte PwerShell uses different types f authenticatin. This drp-bx allws yu t select the authenticatin that's right fr yu. The mst cmmnly used authenticatin types are the fllwing: Kerbers - recmmended when Exchange Server is in the same dmain as Migratr; fr this type f authenticatin the Exchange Server must be specified by server name (nt the IP address) Basic - recmmended when Exchange Server is in different dmain as Migratr; the basic authenticatin must be enabled fr PwerShell Web Service n the target Exchange Server Default - will try t use Kerbers r Negtiate authenticatin mechanism Negtiate - Windws authenticatin must be enabled fr PwerShell Web Service n the Exchange Server NOTE: Other authenticatin types can be used at administratr's cnvenience. Fr mre infrmatin n individual authenticatin ptins and necessary settings, see the sectin PwerShell Authenticatin. User & Passwrd Exchange user that has full access t all mailbxes in the <Dmain>\<User> frmat 48

50 Stre passwrd (Nt recmmended) - if checked, Migratr will remember passwrd fr the cnnectin and will nt ask the passwrd when Migratr runs next time After all f the desired cnnectin ptins have been set click OK t establish the cnnectin. If Migratr is successful making the cnnectin, a new nde will appear in the Explrer View. Yu can expand this nde and navigate user mailbxes. 49

51 Migratr Help Hw T Migrate After the surce and target cnnectins were established, migratin prcess can start. The basic scheme is very simple and culd be utlined as fllws: 1. right-click the surce nde/mailbx(es) >> 2. select Cpy... >> 3. right-click the target nde >> 4. select Paste... ATTENTION: After cpying the desired surce item(s), the Paste actin must be initiated n the MAIN NODE f the target system (nt n the single mailbx). Refer t the screensht abve. Hwever, different types f surce-target cmbinatins feature varius migratin cnfiguratin ptins and requirements. Fr better rientatin, cnnectrs can be gruped int these categries: Ø Archive Cnnectrs: Symantec Enterprise Vault EMC Xtender Mimsa NearPint GFI MailArchiver HP IAP Metalgix Archive Manager Ø Exchange Cnnectrs: Exchange Server Office 365 (Exchange Online) 50

52 Cnsequently, their cmbinatins as surce and target create these main types f migratin prcesses: Frm T I. Archive Archive II. Archive Exchange III. Exchange Exchange Each migratin prcess (I. - III.) with its requirements and available settings is described in detail in the next sectins. 51

53 Migratr Help Archive t Archive Once yur surce and target cnnectins have been successfully cnfigured, yu can start the migratin, the prcess being very simple: right-click the surce nde/mailbx(es) >> select Cpy Archive Server/Mailbx(es) >> right-click the target nde >> select Paste Mailbxes.. VERY Default retentin categry f the target Metalgix Archive Manager must be set t IMPORTANT: INDEFINITE. This retentin categry will be used during migratin and it has t be set t indefinite, t ensure that the retentin time fr all migrated items will be migrated crrectly. NOTE: It is pssible t select any mailbx, grup r the whle nde. Multiselect is als available (see the screensht). 52

54 ATTENTION: After cpying the desired surce item(s), the Paste actin must be initiated n the MAIN NODE f the target system (nt n the single mailbx). Refer t the screensht belw. Fr instance, yu right-click the mailbx in surce and select Cpy frm the cntext menu. T start the migratin, g t the MAIN NODE f target system (nt a mailbx in the target system). Right-click it and select Past Mailbxes frm the cntext menu. Befre the migratin will be started, the Cnfiguratin dialg pens. There are tw settings tabs: Shrtcut Optins defines hw shrtcuts shuld be handled n the target system Retentin Optins cnfigures the retentin settings f migrated items n the target system Retentin Optins Migrate retentin date migrated items will have the same retentin in the target system as in the surce system Overwrite retentin date fr all items riginal retentin f the migrated items will be verwritten; the value defined in the Retentin in mnths will be used Set retentin date if nt defined retentin will be verwritten nly fr items that have n retentin set in the surce system, the value defined in the Retentin in mnths will be used fr such items Retentin in mnths defines the retentin fr Overwrite retentin date and Set retentin date ptins; the defined time perid starts n the migratin date 53

55 Shrtcut Optins Create shrtcuts fr all migrated s if selected, a shrtcut will be created fr every single migrated item in the user mailbx, i.e. shrtcuts will be created als fr items that riginally had n shrtcuts in the user mailbx r user has deleted the shrtcut. NOTE: If this ptin is used and Delete riginal shrtcuts is UNCHECKED, n Exchange Settings need t be specified (fr any cnnectr). Recreate shrtcuts nly if the riginal shrtcuts exist if selected, shrtcuts will be created nly fr items that have shrtcuts als in the surce system D nt create shrtcuts Migratr will migrate the items t the target system but n new shrtcuts will be created, i.e. users will still access archived items in the surce system (via the riginal shrtcuts). Archive Manager (target system) items will be available nly via ArchiveWeb applicatin fr them. Delete riginal shrtcuts can be cmbined with every ptin abve; when checked, surce system shrtcuts will be deleted frm the user mailbx ATTENTION: Keep in mind that the cmbinatin D nt create shrtcuts + Delete riginal shrtcuts results in n shrtcuts in the user mailbx, i.e. n access t the archived items. 54

56 Once yur desired settings are defined, click Run t start the migratin. NOTE: After clicking the Save buttn a migratin jb with the specified settings will be created and saved. Hwever, it will nt run immediately. Yu can run it manually later. 55

57 Migratr Help Archive t Exchange Once yur surce and target cnnectins have been successfully cnfigured, yu can start the migratin, the prcess being very simple: right-click the surce nde/mailbx(es) >> select Cpy Archive Server/Mailbx(es) >> right-click the target nde >> select Paste Mailbxes.. Migratr migrate items frm user mailbxes, public flders as well as jurnal mailbx. NOTE: Shuld the surce cntain mre than 500 mailbxes, they are gruped alphabetically. It is pssible t select any mailbx, grup r the whle nde. Multiselect is als available (see the screensht). ATTENTION: After cpying the desired surce item(s), the Paste actin must be initiated n the MAIN NODE f the target system (nt n the single mailbx). Refer t the screensht belw. Fr instance, yu right-click the mailbx in surce and select Cpy frm the cntext menu. T start the migratin, g t the MAIN NODE f target system (nt a mailbx in the target system). Right-click it and select Past Mailbxes frm the cntext menu. 56

58 Fr instance, yu right-click the mailbx in surce and select Cpy frm the cntext menu. T start the migratin, g t the MAIN NODE f target system (nt a mailbx in the target system). Right-click it and select Past Mailbxes frm the cntext menu. Befre the migratin will be started, the Cnfiguratin dialg pens. There are three settings tabs: Mailbx Optins Shrtcut Optins - defines hw shrtcuts shuld be handled n the target system Ntificatin Optins - allw cnfiguring f ntificatin after jb (migratin) cmpletin Mailbx Optins Create missing mailbx - if this ptin is checked, the Migratr will create new mailbx with the surce mailbx name, if it cannt pair surce mailbx with any mailbx n the target. If unchecked, surce mailbx that cannt be paired with any mailbx in the target will NOT be migrated. Passwrd t this mailbx is displayed in the jb lg (see the Lg Files sectin) The fllwing ptins are available nly if target is Exchange Server 2013: Passwrd length - prvides the pssibility t set the length f the passwrd fr the newly created mailbx (see the abve ptin) Enable In-Place archive - available nly fr Exchange Server 2013; if checked, Migratr will activate Exchange native In-Place archive in the target mailbx if the target mailbx des nt have it enabled yet Migrate all items t primary mailbx - default ptin; target fr all migrated items is the given mailbx Migrate all items t archive mailbx - in this case all items are migrated t the Exchange native In-Place archive f the given mailbx NOTE: If the target mailbx des nt have Exchange native In-Place archive enabled in target Exchange Server (nr the Enable In-Place archive check bx is selected), all items are migrated t the primary mailbx, even if the Migrate all items t archive mailbx radi buttn is selected. 57

59 Shrtcut Optins Delete riginal shrtcuts - when checked, surce system shrtcuts will be deleted frm the user mailbx 58

60 Ntificatin Optins This tab is nt used yet. Once yur desired settings are defined, click Run t start the migratin. NOTE: After clicking the Save buttn a migratin jb with the specified settings will be created and saved. Hwever, it will nt run immediately. Yu can run it manually later frm the Jb list. 59

61 Migratr Help Exchange t Exchange Once yur surce and target cnnectins have been successfully cnfigured, yu can start the migratin, the prcess being very simple: 1. right-click the surce nde/mailbx(es) >> 2. select Cpy... >> 3. right-click the target nde >> 4. select Paste... Migratr migrate items frm user mailbxes, public flders as well as jurnal mailbx. NOTE: Shuld the surce cntain mre than 500 mailbxes, they are gruped alphabetically. It is pssible t select any mailbx, grup r the whle nde. Multiselect is als available (see the screensht). ATTENTION: After cpying the desired surce item(s), the Paste actin must be initiated n the MAIN NODE f the target system (nt n the single mailbx). Refer t the screensht belw. Fr instance, yu right-click the mailbx in surce and select Cpy frm the cntext menu. T start the migratin, g t the MAIN NODE f target system (nt a mailbx in the target system). Right-click it and select Past Mailbxes frm the cntext menu. 60

62 Fr instance, yu right-click the mailbx in surce and select Cpy frm the cntext menu. T start the migratin, g t the MAIN NODE f target system (nt a mailbx in the target system). Right-click it and select Past Mailbxes frm the cntext menu. Cpying Optins Prir t migratin yu will be asked t specify yur preferred cpying ptins in the pp-up dialg. This dialg cntains tw tabs: Mailbx Optins - tab where yu specify settings regarding mailbxes: Create missing mailbx - if this ptin is checked, the Migratr will create new mailbx with the surce mailbx name, if it cannt pair surce mailbx with any mailbx n the target. If unchecked, surce mailbx that cannt be paired with any mailbx in the target will NOT be migrated. Passwrd t this mailbx is displayed in the jb lg (see the Lg Files sectin) Passwrd length - prvides the pssibility t set the length f the passwrd fr the newly created mailbx (see the abve ptin) The fllwing ptins are available nly if target is Exchange Server 2013: Enable In-Place archive - if checked, Migratr will activate Exchange native In-Place archive in the target mailbx if the target mailbx des nt have it enabled yet Migrate all items t primary mailbx - default ptin; target fr all migrated items is the given mailbx Migrate all items t archive mailbx - in this case all items are migrated t the Exchange native In-Place archive f the given mailbx Migrate items lder than... - based n send/receive date f surce item NOTE: If the target mailbx des nt have Exchange native In-Place archive enabled in target Exchange Server (nr the Enable In-Place archive check bx is selected), all items are migrated t the primary mailbx, even if the Migrate all items t archive mailbx radi buttn is selected. 61

63 Filter Optins - tab where yu specify settings regarding items t migrate. This tab delivers the ability t filter the cntent that shuld be migrated. Only the checked item types are prcessed during the migratin. If nthing is selected n this tab, nthing will be migrated. Tw fields - Standard Message Classes and Shrtcuts - represent tw item subclasses. The Standard message classes field cntains all Exchange defined message classes. Select which message classes shuld be migrated (e.g. Calendar, Cntacts, Pst etc.). In the Shrtcut field ne can select if shrtcuts, if present in the mailbx(es), shuld be migrated as well. NOTE: Shrtcuts fr the fllwing archive systems can be migrated: PamMessage - shrtcuts created by Metalgix Archive Manager EnterpriseVault.Shrtcut - shrtcuts created by Symantec Enterprise Vault ExShrtcut - shrtcuts created by EMC Xtender MimsaStub - shrtcuts created by Mimsa NearPint PERSISTMailItem - shrtcuts created by HP IAP 62

64 Once yur desired settings are defined, click Run t start the migratin. NOTE: After clicking the Save buttn a migratin jb with the specified settings will be created and saved. Hwever, it will nt run immediately. Yu can run it manually later frm the Jb list. 63

65 Migratr Help Checking Lgs & Results As the migratin jb runs, jb lg is being created as visible in the jb list (pened frm View / Shw Jb List). Open the detailed lg e.g. by duble-clicking the specific jb. Yu will be able t view the lgs fr the actin, even while it is still running. Items marked with green check-mark were prcessed successfully. If any issue ccurs (red mark), duble-click it t see further details. NOTE: Fr mre infrmatin, see the Jb List and Lg Files sectins. Finally verify the migratin results in yur target system by pening specific (s) and checking that all data were migrated well ( bdy, attachments etc.). 64

66 Migratr Help User Interface The Metalgix Migratr main User Interface (UI) is fairly straightfrward cnsisting f main tlbar, tw explrer views and Jb list. In this sectin we describe in detail: Main Tlbar Explrer Windws and Views Jb List Lg Files 65

67 Migratr Help Main Tlbar At the tp f the Migratr there is a Ribbn menu that allws access t fur menu grup settings. These menu grup settings are: Cnnectin, View, Settings, and Help. This sectin will breakdwn hw t use the Ribbn, as well as list the available ptins in each menu grup. Using the Ribbn The Migratr menu ribbn can be Expanded r Minimized t fit user needs. By default this ribbn is Expanded, but it can be minimized by clicking the "Up" arrw t the tp right-hand side f the tl bar menu (in line with the menu grup headings). This will turn int a "dwn" arrw if the ribbn is minimized, and can be used t expand the ribbn again. When the ribbn is expanded a set f ptins will becme available depending n which menu heading is selected. These ptins are nly available when the specific menu headings are selected. Fr example, the Cnnect t Exchange ptin is nly available when the Cnnectin menu heading is selected. When the ribbn is minimized the ptins will nly becme visible when a menu heading is selected, therwise nly the menu headings will be listed. The minimize expand ptins can als be accessed when right-clicking n an ptin within the ribbn itself. This pens a cntext (right-click) menu where the Minimize the Ribbn ptin can be selected. If there is n existing checkmark beside this ptin, then the ribbn is currently expanded, but if there is a checkmark by the ptin then the ribbn is currently minimized. Ribbn Optin Grups Cnnectin - The cnnectin heading in the ribbn cntains the fllwing ptins depending n yur envirnment: Cnnect t Symantec - Please see the Cnnect t Symantec part fr mre details. Cnnect t Xtender Please see the Cnnect t Xtender part fr mre details. 66

68 Cnnect t NearPint - Please see the Cnnect t NearPint part fr mre details. Cnnect t Archive Manager Please see the Cnnect t Archive Manager part fr mre details. Cnnect t Exchange Please see the Cnnect t an Exchange part fr mre details. Refresh - This ptin will refresh all current cnnectins. View - The view heading in the ribbn cntains the fllwing ptins: Shw 2nd Explrer - This ptin will tggle the secnd Explrer Cntrl n r ff. Shw Jbs List - This ptin will tggle the Jb list n r ff. Shw Checkbxes - This ptin will tggle the checkbxes n r ff in the Explrer View. Settings - The settings heading in the ribbn cntains the fllwing ptins: Preserve Cnfiguratin Optins - This ptin will allw Migratr t preserve any migratin cnfiguratin settings that have been made, prvided that they are used as part f a migratin (r if a batch jb is created). Unselecting this ptin revert the cnfiguratin dialgs back t their default settings each time the dialgs pen. Nte: Nt all setting can be preserved when this ptin is selected. Sme migratin ptins require specific cnfiguratin each time they are used. Reset Cnfiguratin Optins - Clicking this buttn will allw users t reset the current cnfiguratin ptin settings back t their defaults, even if the Preserve Cnfiguratin Optins ptin is being used. Any settings that are preserved will be reset back t their default state. Edit resurce utilizatin settings - This ptin pens the Resurce Utilizatin Settings dialg and allws users t mdify the current migratin perfrmance settings. Please see the Resurce Utilizatin Settings page fr mre details. Help - The help heading in the ribbn cntains the fllwing ptins: 67

69 Help Tpics - This pen the in-prduct Help dcumentatin. Abut - This buttn pens the Abut dialg t prvide users general infrmatin abut their current installatin f Migratr. Check fr Updates - This buttn checks with Metalgix t see if the current installatin is the mst recent versin f Migratr. Please see the Autmatic Upgrades page fr mre details. Update License - This buttn pens the Activate License Key dialg. Please see the Migratr Install guide fr mre details. Supprt Frum - This link pens t the Metalgix Supprt Frum. Cntact Supprt - This link pens an t supprt@metalgix.cm. Becme a Fan n Facebk - This link pens t the Metalgix Facebk page. Fllw us n Twitter - This link pens t the Metalgix Twitter accunt. Fllw us n LinkedIn - This link pens t the LinkedIn page. Subscribe t ur Blg - This link pens t the Metalgix Blg. Metalgix Replicatr - This link pens infrmatin dialg with links t mre infrmatin n ur Metalgix Replicatr. Metalgix StragePint - This link pens infrmatin dialg with links t mre infrmatin n ur Metalgix StragePint. 68

70 Migratr Help Explrer Windws and Views The Metalgix Migratr's user interface uses an Explrer Cntrl style windw t navigate, view, and select the desired cntent fr migratin. The Explrer Cntrl windw is brken up int tw separate tab ptins: Explrer View, and Brwser view: Explrer View - This is an Explrer tree view f the servers that are cnnected t Migratr. The tree view lets users easily navigate t a site, list r flder f their chsing, and run actins n these servers r flders straight frm the selected nde. Brwser View - The Brwser view will display any selected nde frm the Explrer View in the frmat that it wuld appear in, if navigated t using a Web Brwser, and is fully interactive. Any actin that can be perfrmed in archive system frm a nrmal web brwser can als be perfrmed in the Brwser View. In the Explrer windw there is als a Lcatin bar. This bar will display the full lcatin f the selected nde (fr that windw). The Lcatin bar can be cpied t a clipbard fr ther use. This line will als wrk as a navigatin link, and clicking n this link will pen the selected lcatin in a brwser windw, e.g. in case f an Exchange cnnectin using the EWS cnnectr clicking this link will navigate yu t the respective flder r item in (Outlk Web Access) OWA. Bth tabs cntain its wn set f ptins fr viewing cntent and data. This page will review which the available ptins are fr each tab. The filtering and srting ptins are nly available n the rt cnnectin ndes. Explrer View Tab The Explrer view tab allws users t navigate thrugh their varius cnnectins using a tree view methd. This allws users t navigate t, and select a desired mailbx under a specific cnnectin. If there are mre than 500 mailbxes under the selected cnnectin, they will be gruped alphabetically fr better transparency. As the cursr is hvered ver the items in the Explrer view, checkbxes appear next t the items allwing multi-select. There are a set f filtering ptins that are available t users in this tab, as well as a set f rdering ptins. This allws users t display, srt, and filter all f their cnnectins as desired. The Filtering ptins are brken up int three main parts: a text Filter value, Cnnectins Filter, and Status Filter. Nte: Any cnnectins that are nt visible when filtering is applied are nt actually remved frm Migratr, they are nly hidden frm the current view. Filter - This ptin cnsists f tw parts, a text bx field and a buttn t run the filter. Users can enter any desired text value in the filter text bx (any text/number cmbinatin). After the value is entered users can either click the Enter key n the keybard, r they can click the Filter buttn next t the filter text bx t run the filter actin. Only cnnectins that cntain the entered value will be displayed. Only a single text value filter can be used at a time. Fr example, if users nly want t view cnnectins that cntain "2010" in the URL, they can enter "2010" in the Filter text bx, and click the Filter buttn t the right f the text value. The filter will then be applied t all cnnectins in that Explrer View tab, and nly cnnectins that cntain a "2010" value will be displayed. T remve a text bx filter, delete the filter value frm the text bx and re-run the filter actin. Cnnectins Filter ( ) - This is the secnd f the three main filtering ptins, and cnsists f a drp dwn ptin that is next t the text bx filtering ptin (abve). This drp dwn menu allws users t filter ut cnnectins frm the Explrer View tab. In Migratr there are all available cnnectins in this drp dwn menu. By default, all f these ptins are selected, meaning that all cnnectin types are visible in the Explrer View tab. A checkmark will be listed beside each ptin in the drp dwn menu that is currently included and being displayed in the Explrer View tab. If ne f these ptins is selected frm the drp dwn menu, and a checkmark is n lnger next t the cnnectin type, that cnnectin type will nt be displayed in the Explrer View tab. Multiple ptins in the drp dwn menu can be selected, r deselected at a time. 69

71 drp dwn menu, and a checkmark is n lnger next t the cnnectin type, that cnnectin type will nt be displayed in the Explrer View tab. Multiple ptins in the drp dwn menu can be selected, r deselected at a time. Status Filter ( ) - This is the last f the three main filtering ptins. This drp dwn menu ptin is next t the Cnnectins Filter ptin (abve). When this drp dwn menu is pened, it will display a list f varius cnnectin status ptins. A breakdwn f these status types is belw. NtChecked Migratr has nt tried t validate the cnnectin yet. Checking Migratr is currently trying t validate the cnnectin. Valid Migratr has tried t validate the cnnectin, and has been successful. A cnnectin has been established. Invalid Migratr has tried t validate the cnnectin, and has been unsuccessful. A cnnectin has nt been established. Warning Migratr has tried t validate the cnnectin, and has been successful. A cnnectin has been established, hwever, a warning message has been given. By default all f the status types are selected in the drp dwn menu, s all status types will be visible in the Explrer View tab. A checkmark will be listed beside each ptin in the drp dwn menu that is currently included and being displayed in the Explrer View tab. If ne f these ptins is selected frm the drp dwn menu, and a checkmark is n lnger next t the cnnectin status, that status type will nt be displayed in the Explrer View tab. Multiple ptins in the drp dwn menu can be selected, r deselected at a time. Aside frm the Filtering ptins there is als the ability t Srt the cntent. The Srting ptin can be chses frm the Srt By drp dwn menu. All f the srt ptins are available in ascending rder nly. The available ptins are: Default - This is the default srting actin and will list all f the added cnnectins in the rder they were added t the Migratr Explrer View tab. Type - This srt type will list all f the visible cnnectins by their Type. These are the same types that are listed in the Cnnectins Filter drp dwn menu. Present cnnectr ndes will be listed alphabetically. Url - This srt type will list all f the visible cnnectins in alphabetical rder f the URL. This ignres the " at the beginning f the URL and takes the remainder fr rdering. Users can cmbine the varius filter ptins with the desired srt methd t display nly a desired set f cnnectins. Brwser View Tab The Brwser View tab is available fr any archive cnnectr nde that is selected in the Explrer View tab. When selected, this tab will display a fully functining web brwser view f the selected cntent. Users can use this Brwser View t navigate r wrk with their cntent, the same way they wuld thrugh a nrmal web brwser windw. 70

72 There are a few web brwser buttns that are available in the Brwser View tab fr use when navigating the selected nde thrugh this view. The available ptins are: Back - This buttn navigates the brwser view back t the previus page. Frward - This buttn navigates the brwser view t the next page, if the user has already used the Back buttn. Stp - This buttn will stp the lading f any page that is being navigated t. Refresh - This buttn will refresh the current page. 71

73 Migratr Help Jb List The Jb List view can be pened r clsed frm the View > Shw Jbs List ptin in the main tlbar. Jbs in Migratr can be managed frm the Jb List. In the Jb List sectin Jbs can be selected individually, r multiple jbs can be selected with multi-select. Belw is a quick breakdwn f sme f the ptins: File - This allws users t create, pen, and save Jb Lists, as well as directly cnnect t a Jb database, r even imprt Jbs frm an XML file. Users can als quickly access ne f the last jbs t have been selected frm a quick list at the bttm f the File drp dwn ptin. When a Jb List is selected the Jb List area will ppulate with any jbs that exist in the Jb List, and users can run ther peratins n individual r multiple Jbs. Run Jbs - This ptin allws users t run any selected Jbs that exist in the Jb List. Delete Jbs - This will Delete any Jbs that are selected in the current Jb List. View Lg - This ptin will allw users t select and view Lg files fr any selected Jbs. A Lg Viewer dialg bx will pen, and here users can filter and view any lg files. Fr mre infrmatin n this, please see the sectin n Lg Files. Change Cnfiguratin - This ptin allws users t select a specific jb in a Jb List, and change the cnfiguratin f that jb. The ptins fr the cnfiguratin change will be different depending n the type f jb that was created. Navigate - This ptin allws users t navigate t either the surce r target f the selected jb. If the Navigate > T Surce ptin is selected then the left-hand Explrer View windw will pen and navigate t the surce lcatin fr the selected jb. If the Navigate > T Target ptin is selected, then the right-hand Explrer View windw will pen and navigate t the target lcatin f the selected jb. Right-clicking n any f the Jbs in the Jb List will als pen sme ptins fr users. Mst f these ptins will remain the same except fr tw new nes: Cpy selected jb t clipbard - This ptin allws users t cpy the text frm any selected jb file t the clipbard, which can then be pasted int a wrd file r a spreadsheet. When a jb list is selected, nly the ttal r end result f the jb will be given. Individual jb file items must be selected and cpied separately. Fr mre infrmatin n this ptin, please see the Lg File sectin. Exprt selected jb t xml - This ptin will pen a lg file fr a selected Jb as an XML file. The XML file will autmatically pen in whatever prgram is set as the default applicatin fr XML files, where it can be saved t any desired lcatin. View aggregate lg fr selected jbs - This ptin is nly available if multiple jbs are select in the Jb List. This ptin will pen all f the lgs fr all f the selected Jbs in a single Lg Viewer. This allws lgs fr multiple jbs t be reviewed in a single windw. Rename Jb - This allws users t change the name f the selected Jb. Please see the sectin n Lg Files fr mre infrmatin n this tpic. 72

74 Migratr Help Lg Files Metalgix Migratr has a live view f its lgging. When starting an actin, users have the ability t click Details>> in the prgress dialg bx, and they will be able t view the lgs fr the actin, even while it is still running. The lgs are fully searchable, and are based n SQL Cmpact Editin (SQL CE) file types. The lg files are tied int Jb files (.LST), and these files are limited t 4GB in size. ATTENTION: All lgging in Migratr is dne thrugh jbs. If a jb list is deleted frm the Jb List sectin, all lgging fr thse actins will als be deleted. There is n backup fr the jb lists, unless the jb is manually saved t anther lcatin by the user. Once a jb list is deleted, all lgging fr the actins within that jb list are gne. Migratr will autmatically hld any jb lists created thrugh any cpy r cmpare actins, in the Jb Lists sectin, and these jb lists can nly be deleted thrugh the apprpriate Delete cmmands. The jb lists can als be manually selected and saved thrugh the Jb list sectin. The secnd type f jb file, is a jb list. A jb list is a cllectin f jb items, and can be selected in the Jb List sectin. A Jb list is created fr each migratin actin that is made. Any "Cpy" actin/jb that is in the Jb List sectin can be used as the base f an incremental cpy jb. Jb items can be viewed in the Lg Viewer, by pening a jb list. There are three basic ways t pen a jb list t access the Lg Viewer: Duble-click n a jb list. Select a jb list, and click the View Lg buttn in the Jb List sectin f the tlbar. Select a jb, right-click, and select View lg fr selected jb. Frm the Lg Viewer users can select and view any jb items that exists within that jb list. Nte: Sme a cti ns i n the Ema i l Mi gra tr ha ve the a bi l i ty t run Verbse Lgging when they a re runni ng. Thi s pti n wi l l i ncrea s e the s i ze f the l g fi l e. Imprting Jb Files frm XML This ptin allws users t imprt Jbs frm an XML file. This ptin is mainly used fr imprting Jb files frm ther instances Migratr s the lgs can be viewed. Or it can be used fr mdifying a previusly exprted Jb, and re-imprting it back after sme manual changes have been made. 73

75 Nte: If the XML file that is being imprted cntains the same ID value as an already existing Jb, then the imprt will fail. T imprt an XML file t the Jb List, users can d the fllwing: 1. Have an XML file that is already set t be imprted that uses a different ID value frm any existing Jbs (this shuld nly be an issue if the XML file was previusly exprted frm Migratr). 2. In the Jb List, select File > Imprt Jbs Frm Xml. 3. This will pen a file brwser windw that can be used t navigate t, and select, the XML file fr imprt. Select the desired file and click Open. 4. Migratr will attempt t imprt the Jb file. If successful, the jb will be listed in the Jb List sectin, and can be viewed the same as any ther Jb. If unsuccessful, an errr message will be given. Exprting Jb Files as XML Lgs in the Jb List als can be exprted/viewed as XML. T d this: 1. Select the desired jb in the Jb List sectin. 2. Right-click, and select Exprt selected jb t xml. This will pen the lg file fr the jb as an XML file. The XML file will autmatically pen in whatever prgram is set as the default applicatin fr XML files, where it can be saved t any desired lcatin. Lg Item Details The Lg Item Details windw can be reached by a few different methds. These methds include: duble-clicking n a jb item in the Lg Viewer, duble-clicking an item in the Details sectin f an actin, r as a right-click ptin in the Details f an actin. Additinally lgging infrmatin can be viewed abut each jb item in the Lg Item Details dialg. 74

76 Time Started - What time the specific actin was started. Time Finished - What time the specific actin was finished. Operatin - Lists the type f the last peratin perfrmed n the item. Status - Lists the status type f the item. this culd be: cmpleted, failed r warning. Item Name - Fr items this will display the Item ID. Data Migrated - Lists the number f mailbxes that were cpied in the actin. Surce - Lists the Surce URL fr the item. Target - Lists the Target URL fr the item. Infrmatin - Prvides an infrmatin message abut the item. This sectin will prvide a descriptin fr any different and/r missing attributes/metadata fr an item. Cntent Cmparer tab - This ptin is used mre if Verbse Lgging has been checked. The windw will display any differences fr the Surce and Target cntent (frm a cmpare actin), in the windws prvided. Users have the ptin f viewing this infrmatin frm either a Grid view, which displays a metadata prperty grid fr the item, r as a Text view, that displays a XML text frmat f the item. Details tab - Will prvide a list, with details, f any errrs that were encuntered with the item when an actin was perfrmed. Cpy - This will cpy all f the item infrmatin and details (including the Details tab) int the systems clipbard, when it can then be pasted t anther lcatin. When pasted the infrmatin will lk similar t that f the actual Lg Item Details dialg. This can be used fr easy cpy/pasting f an items migratin lg details. 75

77 clipbard, when it can then be pasted t anther lcatin. When pasted the infrmatin will lk similar t that f the actual Lg Item Details dialg. This can be used fr easy cpy/pasting f an items migratin lg details. Prev/Next buttns - Switches the Lg Item Details t view a previus r next item n the list (if applicable). Clse - This will clse the Lg Item Details dialg windw. Cpying the Lgging fr Jbs It is pssible t cpy the lgging fr jb lists and jb items t ther applicatins. This can be beneficial if users are trying t keep track f cpy r incremental infrmatin. Lgging infrmatin can be cpied frm: selected items in a jb list, the end result f a jb list, r all items within a jb list. Cpying f lgs fr jbs can be dne as ften as necessary, as lng as users are still able t view the jb. The lg infrmatin frm the jbs will be cpied as text, t the clipbard, and can then be pasted within any ther applicatin that allws text pasting. Fr example, if a cpy actin was made, the lgging can be cpied int a Wrd file, r int an excel spreadsheet, then saved. Then the next time a similar actin is made, its lgging can be added t the previus file. T cpy the lgging fr a jb list, fllw the belw steps: 1. Select a jb frm the Jb List. 2. Right-click, and select Cpy selected jb t clipbard (alternately Ctrl+C can be used). 3. Open the desired target prgram (fr example: Micrsft Wrd, Micrsft Excel, Ntepad, etc.). Nw paste the cntent int the applicatin (Ctrl+V, r the paste cmmand in the applicatin itself). The lgging fr the Jb list shuld nw be pasted int the ther applicatin. It is imprtant t nte tw things here. The first is that when cpying the lgging fr a jb list, nly the end results f the ttal actin will be cpied. The lgging fr each actin within the list must be cpied separately. The secnd thing t nte is that nce the lgging has been pasted, users are able t edit and manipulate the infrmatin the same way they can fr any ther text infrmatin. T cpy the lgging fr jb items, fllw the belw steps: 1. Select the desired jb list r jb item(s) that the lgging is t be cpied frm, and pen the jb list t access the Lg Viewer. 2. Select any jb items that are t be cpied. Single r multiple items can be selected in the Lg Viewer. In rder t cpy the lgging fr the entire jb, all jb items in the Lg Viewer must be selected. 3. When all f the desired items are selected, right-click n ne f them, and select Cpy Lg Items t Clipbard, and select t either cpy them with, r withut details. The Details are a set f extra clumns that are added t the lgging. These clumns are typically: Details, SurceCntent, and TargetCntent. These clumns d nt always cntain extra infrmatin. The default cpy ptin (Ctrl+C) is t cpy the lgging withut the Details. 76

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79 Migratr Help Cntext menu Cntext menu wrks fr every server nde r mailbx in the Explrer view. Available menu ptins differ depending n the selected item - server r mailbx. Server nde cntext menu: Paste Mailbxes - this ptin starts the migratin prcess with the selected nde being the target; It is available nly when "Cpy Archive Server/Cpy Archive Mailbx" ptin has been selected n any nde/mailbx befre Cpy Archive Server - selected nde with all its mailbxes is cpied fr the migratin prcess Discnnect - the cnnectin t the selected server is canceled, e. i. the nde disappears frm the list Refresh - refreshes the current view Prperties - pens read-nly Nde Prperties windw (see belw) with nde prperties; It culd prvide detailed useful infrmatin fr technical supprt team 78

80 Prperties f Archive Manager nde Mailbx nde cntext menu: Cpy Archive Mailbx(es) - selected mailbx(es) are cpied fr the migratin prcess Lad Mailbx Inf - (fr Exchange cnnectins) if the number f mailbx items is nt displayed, select this ptin and the number f mailbx items appears in the brackets next t the mailbx name Refresh - refreshes the current view NOTE: Multiselect fr mailbxes is pssible - see the screensht belw. 79

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82 Migratr Help Cnfiguratin In This Sectin Resurce Utilizatin Settings Autmatic Updates Cnfiguring Prxy Settings 81

83 Migratr Help Resurce Utilizatin Settings Metalgix Migratr has the ability t manage its perfrmance level thrugh the Resurce Utilizatin Setting. This type f management is als knwn as thrttling, and is used fr any migratin actin that is run with the Migratr. T access this feature g t the Migratr's ribbn and select Settings > Edit resurce utilizatin setting. This will pen a new windw: This new windw displays a slide bar, with Efficiency n the left-hand side, and Speed n the right-hand side. By default this value will be set in the center r the slide bar. This is the recmmended setting fr best perfrmance and resurce utilizatin (use f RAM, CPU and Netwrk lad) during a migratin. If the slide bar is further t the left, the migratin will run slwer, but will have less chances f verlading the available resurces and causing ptential errrs. If the slide bar is farther t the right, it with use mre system resurces, and can speed the migratin up, but culd cause sme ptential errrs if the system resurces cannt handle the data being migrated. There is a chance that if the speed is t high, yu wuld actually see a slwdwn in the verall migratin, because the migratin is trying t run actins faster than the resurces prperly allw. The actual values that are prvided in the slide bar are determined by the systems resurces (the system that has Migratr installed n it). A system with high resurces will be able t run faster migratins, even if using the default setting (which is fr the slide-bar t be in the middle), because it's ver all available resurces will be higher. This als means that the Efficiency and Speed values will have a larger spread between them. A system that has lw resurces will run slwer, simply because it desn't have the resurces t run at faster levels. Again, this als affects the default values fr Efficiency and Speed, since these numbers will be lwer, and have a smaller spread between them. Nte: If the Efficiency is set t maximum (all the way t the left), the migratin will run slwer, but the "slwest" speed will be the same between systems with high and lw resurces. The "slwest" value between systems will always be the same, hwever, the "highest" value will be different based n the systems resurces. 82

84 Migratr Help Autmatic Updates Metalgix Archive Manager has the ability t autmatically check with Metalgix (nline) t see if there is a mre recent versin f the Migratr that is available fr dwnlad. This gives users easier access t new builds, and prvides a direct line t dwnlad and install the Migratr. Every time Migratr is started it will autmatically check with the Metalgix website t see if there are any new updates, t help users ensure that they are wrking with the mst recent build, with all the latest features and fixes that are available. This check requires that the system that the Migratr is installed n has internet access. While the Migratr will check every time it is pened, it is als pssible t manually run the check. T d this g t the Help ptin in the tlbar, and select Check update. If the user is already running the latest build, the Check fr Updates dialg will pen, and the user will be infrmed that they already have the latest versin installed. If there is a new build available fr dwnlad the Dwnlad and Install Update dialg will pen. Running the Autmatic Update 1. When the Migratr runs a check fr updates, and finds a newer build available, users will be prmpted t update with the Prduct update infrmatin dialg. 2. The available ptins in the Prduct update infrmatin dialg are: Update - Select this ptin and click OK and Dwnlad t dwnlad the latest versin. Remind me later - Select this ptin t skip this dialg. A new versin reminder appears when Migratr is started next time. Skip this versin - Select this ptin nt t be ntified f this versin. Ntifying dialg will appear nly when a next new versin is available. Turn ff autmatic updating - Select this ptin t disable the autmatic update check. Hwever, new versins can still be checked manually frm the ribbn menu by clicking Help > Check fr Updates. NOTE: In case yur maintenance license has expired already, yu will nt be eligible t install the new versin. Shuld yu still wish t update, click the Metalgix sales link t cntact Metalgix sales department. 83

85 3. If the Update ptin is selected the Dwnlad and Install Update dialg will pen. 4. Click the Dwnlad buttn. This will allw users t directly dwnlad the latest build t their current machine. The prgress f the dwnlad will be displayed in the Dwnlad prgress bar. NOTE: If users are accessing the internet thrugh a prxy server the here link can be clicked t pen the prxy cnfiguratin dialg. 5. Once the dwnlad is cmplete, click OK t cntinue. 6. The Dwnlad and Install Update dialg will still be pen, but the Dwnlad buttn will be replaced with the Install buttn. Users will have the ptin t install the new build directly frm here by clicking the Install buttn. If users are cntinuing the installatin prcess directly frm this dialg, then the Migratr cnsle will clse itself dwn, s the install prcess can be run. 7. Users can step thrugh the installatin prcess. 8. When the install is cmplete, users can start Migratr and cntinue with their migratins. 84

86 Migratr Help Cnfiguring Prxy Settings In mst cases Migratr can autmatically authenticate license keys, thrugh an envirnment's prxy setting, hwever, in sme cases the prxy may need t be cnfigured within the Migratr. In these cases users can specify the prxy settings thugh the cnnecting dialg. This sectin will review hw t set the prxy settings fr these special cases. 1. Click the Set prxy link in the Activate License Key case, next t the Online Activatin ptin. In the pp-up dialg check the Enable prxy check-bx. 2. Enter the Server name and Prt fr the prxy. This text bx allws users t specify the specific server name r IP fr the prxy, and the specific prt the prxy can be set in. 3. Next, specify the credentials t use. The credentials f the current user will be selected by default (the Windw authenticatin credentials), and the Dmain/username is displayed beside the first radi buttn ptin. Alternatively, users can specify alternate credentials by clicking the Different user radi buttn, and entering an alternate username and passwrd. 4. Once the prxy ptins are set (if there are any) select Set t return t the previus dialg. The prxy cnfiguratin shuld be cmplete, and users shuld be able t authenticate their license key thrugh this prxy. 85

87 Migratr Help PwerShell Authenticatin When cnfiguring Exchange Server cnnectin (see Cnnecting t Exchange (including Office 365)), administratr can select frm varius types f PwerShell authenticatin. Each f this types is suitable fr different scenaris and ffer sme advantages. The fllwing lines analyze PwerShell authenticatin ptins in respect t pssible scenaris. The PwerShell auth drp-bx allws yu t select the authenticatin that's right fr yu. The mst cmmnly used authenticatin types are the fllwing: Kerbers - recmmended when Exchange Server is in the same dmain as Migratr; fr this type f authenticatin the Exchange Server must be specified by server name (nt the IP address) Basic - recmmended when Exchange Server is in different dmain as Migratr; the basic authenticatin must be enabled fr PwerShell Web Service n the target Exchange Server Default - will try t use Kerbers r Negtiate authenticatin mechanism Negtiate - Windws authenticatin must be enabled fr PwerShell Web Service n the Exchange Server Pssible scenaris Migratr machine is within the Exchange Server dmain 86

88 Default, Kerbers these PwerShell authenticatin mechanisms shuld wrk by default ther authenticatin mechanisms shuld wrk with specific cnfiguratin settings n the client and target machine: On client machine (i.e. Migratr machine), the destinatin (i.e. Exchange Server) must be added t the trusted hst using WinRM : I. T d s, g t gpedit.msc / Administrative Templates / Windws Cmpments / Windws Remte management (WinRT) / WinRM Client / Trusted Hsts. Enable Trusted Hsts and add cmputer t TrustedHstsList (e.g. "*.<DmainName>.lcal" will add all cmputers f the dmain). II. On target machine allw WinRM t accept remte cnnectin by executing this PwerShell cmmand winrm quickcnfig then select y (YES) r Enable-PSRemting frce restart-service winrm NOTE: If Kerbers authenticatin is used, Exchange Server shuld be specified by server name (nt the IP address). If IP address is specified, Migratr tries t translate it t server name. Migratr machine is utside the Exchange Server dmain Kerbers - cannt be used ther authenticatin mechanisms - must be cnfigured n the client ( Migratr) and target (Exchange Server) machine Example - Basic authenticatin cnfiguratin I. Yu need t cnfigure WinRM n the client 1. G t gpedit.msc / Cmputer Cnfiguratin / Administrative Templates / Windws Cmpments / Windws Remte management (WinRT) / WinRM Client / Trusted Hsts 2. Enable "Allw unencrypted traffic" (ptinal) 3. Enable "Trusted Hst" fr the remte machine 87

89 II. Cnfiguratin n the server: 1. Optinal: If yu want t allw unencrypted traffic, g t IIS Manager / <ServerName> / Sites / Default Web Site / PwerShell / SSL Settings and uncheck Require SSL ptin. 2. Under IIS Manager / <ServerName> / Sites / Default Web Site / PwerShell / Authenticatin enable Basic Authenticatin. 88

90 3. Allw WinRM t accept remte cnnectin by executing this PwerShell cmmand: winrm quickcnfig then select y (YES) r Enable-PSRemting frce restart-service winrm 4. Restart IIS by using the cmmand iisreset 89

91 Migratr Help FAQ In This Sectin N "Paste" ptin when migrating t target system 32-bit Outlk n 64-bit system 90

92 Migratr Help N Paste ptin when migrating t target system QUESTION I have cpied mailbxes frm surce system but when I want t migrate/paste them t target, I d nt see the Paste mailbxes ptin. ANSWER After cpying the desired surce item(s), the Paste actin must be initiated n the MAIN NODE f the target system (nt n the single mailbx). Refer t the screensht belw. 91

93 Migratr Help 32-bit Outlk n 64-bit system QUESTION I have 32-bit Outlk n 64-bit system. During migratin I want t delete/recreate shrtcuts (see Shrtcut Optins). I use Redemptin cnnectin t Exchange Server. ANSWER It is always recmmended t use 64-bit Outlk with 64-bit systems. Hwever, if fr sme reasn the 32-bit Outlk is required, migratin has t be perfrmed by 32-bit Migratr. It is installed autmatically n 64-bit systems alngside the main Migratr applicatin (64-bit). As the main Migratr applicatin, it is launched frm the Start menu see the screenshts belw. Migratr (32-bit) n Windws Server Migratr (32-bit) n Windws Server