Content Matrix Console - Edition

Transcription

1 Content Matrix Console - Edition Publication Date: October 07, 2015 All Rights Reserved. This software is protected by copyright law and international treaties. Unauthorized reproduction or distribution of this software, or any portion of it, may result in severe civil and/or criminal penalties and will be prosecuted to the maximum extent possible under the law.

2 Copyright All rights reserved. No part or section of the contents of this material may be reproduced or transmitted in any form or by any means without the written permission of Metalogix International GmbH. Content Matric Console is a trademark of Metalogix International GmbH. Windows SharePoint Services is either a registered trademark or a trademark of Microsoft Corporation in the United States and/or other countries. Other product and company names mentioned herein may be the trademarks of their respective owners. Technical Support For information about Metalogix Technical support visit Technical support specialists can be reached by phone at The level of technical support provided depends upon the support package that you have purchased. Contact us to discuss your support requirements.

3 Contents Introduction 5 Getting help Metalogix Customer Experience Improvement Program Getting started 9 Prerequisites... 9 Installation Entering License Key Checking Current License 17 Content Matrix... Console - Edition Checklist Uninstall Migration Establishing Connection Connect to Exchange Mailbox Connect to Exchange (incl. Office 365) Connect to PST file Connect to Gmail Connect to folder How To Migrate Exchange to Exchange Public Folders 56 From... Gmail From/To PST To folder 71 Checking Logs... & Results User Interface 73 Main Toolbar Explorer Windows and Views Log Files Job List Context menu Exporting Jobs... to an Excel File Configuration Resource Utilization Settings Automatic Updates Page 3

4 Configuring Proxy Settings PowerShell Authentication Generating PowerShell Scripts PowerShell Command-let List Troubleshooting bit Outlook on 64-bit system Failed event at migrating to Exchange Server Failed Item Remigration Unreadable console display Create Mailbox was not successful Message exceeds the maximum supported size Impersonation on Exchange Server 2013 and Office Object was not found in the store 116 Uncheck "Use... Fast Transfer" option 118 Changing the... size in IIS Manager Performance Automated migration Page 4

5 Introduction Plan Ahead Content Matrix Console - Edition is a powerful, feature rich, migration solution for organizations moving Exchange to Office 365 or any other cloud. There are many factors that need to be considered before moving business critical data from the ground to cloud. Without proper tools and planning, the complexity of such a migration can lead to lengthy and often costly projects. Migrating sensitive content while maintaining zero downtime and platform coexistence is a balancing act that needs to be managed carefully. Content Matrix Console - Edition, has been designed to make the move to the cloud as smooth and effortless as possible. Manage the Move Content Matrix Console - Edition migrates all Exchange content from the source environment, including calendar and mailbox information and also offers O365 mailbox provisioning on the fly. Administrators can apply granular filters to each user and manage both existing and new Exchange environments in real time using the unified source and target interface. An advanced tool set provides comprehensive reporting and job statistics. Search and Discover Content Matrix Console - Edition also greatly simplifies the process of working through staged migrations. It maintains a true hybrid Exchange Server deployment, and allows search and discovery across the on-premises and Office 365 environments. The whole move is carried out using the multi award-winning migration engine that connects directly to O365 using Fast Stream and the Exchange Web Services (EWS) API. Advanced Migration Filters Content Matrix Console - Edition can also carry direct one-hop migrations from Exchange and provides the option to migrate directly into the in-place archive mailbox in Exchange 2013 for organizations that need to keep archived s separately in the cloud. s are filtered by age, size and message class during the pre-migration phase. This helps decrease storage requirements and improve performance in the cloud. Page 5

6 ATTENTION: NOTE: The following Content Matrix Console - Editions are available: Content Matrix Console - Edition Freemium - some features have limited functionality and 25 GB limit applies Content Matrix Console - Edition Express - some features have limited functionality and 750 GB GB limit applies Content Matrix Console - Edition Before performing the migration we recommend filling in the Content Matrix Console - Edition Checklist - handy simple table for relevant details of your environment crucial for successful migration (see here 17 ). Getting help For general information about Content Matrix Console - Edition and other Metalogix products and services, please contact: sales@metalogix.com phone: For International phone numbers, and other contact information, please visit the Metalogix website. A support ticket can also be filed directly at the Support Portal. Additional Contact Information Metalogix Blog Metalogix Metalogix knowledge base Knowledge Base Metalogix on Facebook Metalogix on twitter.com/metalogix Twitter Metalogix Customer Experience Improvement Program Metalogix has initiated a Customer Experience Improvement Program within Content Matrix Console - Edition. The Customer Experience Improvement Program uses Content Matrix Console - Edition to gather data about what kind of migrations are being performed, what kinds of option sets are selected, and some other general data and will send this information back to us (Metalogix). We (Metalogix) will then use this data to help us better define and determine what features are important to you, so that we can focus and improve upon them. Page 6

7 The Customer Experience Improvement Program is turned On by default the first time that Content Matrix Console - Edition is started. Please see the Metalogix Website for more information about the Customer Experience Improvement Program. If users do not wish to participate in the Customer Experience Improvement Program, it is possible to turn it Off. You will need to start the Content Matrix Console - Edition client application once before you can opt-out of the program. To turn your participation in the program Off you can: 1. In the main ribbon menu, go to > About. 2. In the About dialog there is a check-box option at the bottom: Participate in the Customer Experience Improvement Program. Un-check this option. 3. Once the checkmark is removed, you can click the Close button at the bottom of the window. You are now no longer participating in the Customer Experience Improvement Program. If you have previously opted-out of participating in the Customer Experience Improvement Page 7

8 Program but you now want to participate, you can opt-in again by following the same steps as above except you will ensure that the Participate in the Customer Experience Improvement Program check-box is selected. Page 8

9 Getting started In This Section Prerequisites 9 Installation 10 Entering License Key 13 Checking Current License 15 Configuring Proxy Settings 113 Content Matrix Console - Edition Checklist Uninstall Prerequisites Content Matrix Console - Edition can be installed anywhere in the domain where the migration will take place. Supported OS: Windows 7 and Windows 8 (x86 and x64) Windows Server 2008 R2 and later Windows 8.1 (x86 and x64) Windows 10 (x86 and x64) Requirements:.NET Framework 3.5 SP1.NET Framework 4.5 Full Microsoft SQL Server Compact 4.0 (installed by setup) PowerShell 3.0 (It is already integrated with Windows 8 and Windows Server 2012; it needs to be installed on Windows 7 SP1, Windows Server 2008 R2 SP1) Outlook: -required only with Exchange 2003 SP2 -optional with later Exchange Servers -when installed, it is recommended to be of the same bitness as the OS bitness ATTENTION: If you are using MAPI connection and the OS bitness is different than the Microsoft Office bitness, always run the x86 version of Content Matrix Console - Edition. (For more information see this section 109.).NET Framework 3.5 SP1 and PowerShell 3.0 (in case of Exchange 2003 environment) are deployed when you run the installation using the Installer_package.exe file. The significantly smaller Metalogix Content Matrix Console - Edition Installer.exe setup does not contain these prerequisites. Page 9

10 Installation Content Matrix Console - Edition can be installed using the small installation file (Metalogix Content Matrix Console - Edition_Installer_X.X.X.exe) or bigger one (Metalogix Content Matrix Console - Editon_Installer_X.X.X_package.exe). The bigger package file contains also additional necessary prerequisites so it is suitable for first installation. The additional prerequisite included in the package is.net Framework Copy the Installer_X.X.X.X.exe (or Content Matrix Console - Edition_X.X.X_package.exe) file to the machine where the Content Matrix Console - Edition should be installed on. 2. Close all other open applications, including Internet Explorer. 3. Open Windows Explorer to the folder containing the Metalogix Content Matrix Console Edition installer file. Double-click the ContentMatrix Edition.exe to start the installation process. Because this installer requires an elevated set of permissions to run, if you do not have the required permissions a message opens informing you that elevated permissions are required. To run the installer with these elevated permissions, select the installer file, right-click and select the Run as administrator option. 4. The InstallShield Wizard opens. In the initial dialog click Next to continue. 5. The License Agreement opens. Read through the License Agreement. If you agree to the terms of the license agreement, click the I accept of the license agreement radio button. Then click Next to continue. There is also a Print button on this screen if users would like to have a hard copy of the license agreement. If you do not agree to the terms of the license agreement, click the I do not accept the terms of the license agreement option, and the installation will be canceled. 6. If desired, in the new dialog change the installation directory or just click Next. Page 10

11 7. Now click the Install button to run the installation process. 8. The installation process will run, and the Content Matrix Console - Edition will be installed. Page 11

12 9. Once the installation process has been completed, click Finish to exit the InstallShield Wizard. If the Run Content Matrix Console - Edition check-box is selected, the product console (64-bit version) is launched for you. 10. When launching the Content Matrix Console for the first time, a prompt is displayed to specify database where migration metadata will be stored. By default SQL database details are required, but SQL Server Compact database (installed by Content Matrix) can be used as well. Remember that for migrations comprising more than 100,000 items, full SQL Server is the preferred option. To specify the database select: a) Use SQL Server database - to use installed SQL database; click the database icon on the right side to enter details and credential for the desired SQL server and database b) Use SQL Server Compact database - to use Content Matrix installed database suitable for smaller migrations; its location can be changed by clicking the icon next to the path text box Page 12

13 Entering License Key When launching the Content Matrix Console - Edition for the first time (or launching it after your license has expired), you will be prompted to input an Activation License Key. If you are trying to install a new license key over an existing key you can do so by going to the ribbon and selecting > Update License. NOTE: When a new license key is purchased for any new connector, the Content Matrix Console - Edition must be restarted after adding and activating the license key. Only then the changes take place and the new connector is available. 1. In the license activation dialog, select I have a license key, and enter the license key, provided with your evaluation or commercial license activation (the key can be copy and pasted into the provided space). Page 13

14 2. Next select the activation method. Most systems can use the Online activation method, as long as the system has internet access. In some cases users are unable to use the online activation due to security setting or no internet access. In these particular cases the Offline activation option can be selected. Online Activation 1. After the license key is entered, select the Online activation option. In some cases users may be trying to authenticate the key through a proxy (this option is not required in most standard cases). To do this click the Set proxy option. For more information see the section Configuring Proxy Settings Click Next. 3. The Content Matrix Console - Edition contacts the licensing server and attempt to authenticate the license key. Once it is successful a Congratulations! message will be returned, and the license key will be active and in use. 4. Click Finish to complete the process. Offline Activation This option is generally used in cases where users are unable to use the online activation, due to security setting or no internet access. This option will still require some internet access, but allows the authentication to be done from another machine, i.e. a machine that has internet access. 1. Select the Offline activation option. 2. Click Next. Page 14

15 3. A Generate Activation Request dialog is displayed. In the Activation Request window of this dialog will be a different key. The key in this window cannot be edited. This key is used to help activate the license from another location. This key can either be copied from the window, or the Save to file option can be used to save the key into a text file (in case it needs to be copied to another machine). There is also an Activation URL listed under the Activation Request. Copy this URL to a web browser that has internet access. Alternately if the system the Content Matrix Console - Edition is on does have internet access through a web browser, click Go to automatically open a web browser to this URL. Navigate to the Activation URL on a machine that has internet access. 4. On the Offline Activation page, in the web browser, enter the activation text into the Activation data text box. Or if the key was saved to a file, select Browse and navigate to the file with the activation text. 5. Once the text is entered, click Activate. 6. The screen refreshes, and an Activation Successful message should be listed next to the text box. The text box itself will have a new key entered in it. You can copy this text by either: o Clicking the Download file button. This will save the new authenticated license as a DAT file called "LicenseActivationResponse" to a location on that local system. o Clicking the Copy text button. This will attempt to copy the text onto the local systems clipboard, so it can be later pasted into the Content Matrix Console Edition, or pasted into another file. If the copy to the clipboard is successful, a message will be displayed stating "Activation Text successfully copied to the clipboard". Click OK to continue. o Manually copy the text, by right-clicking in the text box and using the Select all option, then right-click again and choose Copy. Once the authenticated license has been copied, return to Content Matrix Console - Edition. 7. If still on the Generate Activation Request window, click Next. This should move to the Enter your Activation Response window. 8. Paste the new license key into this window (right-click inside the text box, and choose Paste). Alternately if the license was saved to a file from the web page, the Load from file option can be used to navigate to, and select, the DAT file. This would then load the license. Once the license has been entered, click Next. 9. The authenticated license has now been entered into the Content Matrix Console - Edition. A Congratulations! message will be returned, and the license key will be active and in use. 10. Click Finish to complete the process. Checking Current License In the event that a licensing change was made after the license key for Content Matrix Console Edition has been installed, or if users just want to check the current status of the license key, they can go to the About dialog. This dialog gives details about the current license key, such as the type of license, expiry date (if any), the number of servers used, the number of seats, any size limitations for the migration, and how many mailboxes has already been migrated. If any changes are made to the license key, this dialog can be updated. The steps to do this are below. 1. In the Content Matrix Console - Edition ribbon menu, go to and click the About Page 15

16 button. 2. In the dialog that opens, click the Refresh button. This will force a refresh of this data from the licensing servers, and update the information. NOTE: Page 16 If an Offline license is used, the offline key process will need to be used to do this update instead, unless the system the Content Matrix Console - Edition is installed on has internet access.

17 Content Matrix Console - Edition Checklist Content Matrix Console - Edition Version Server Name IP Address User Operating System (on machine where Content Matrix Console - Edition will be installed): 32bit 64bit Windows 7 Windows 8 Windows 10 Windows 2008 R2 Windows 2012 Windows 2012 R2 MS Outlook version (on machine where Content Matrix Console - Edition will be installed): 32bit 64bit Outlook 2003 Outlook 2007 Outlook 2010 Outlook 2013 NOTE: Outlook bitness should be the same as Operating System bitness, both should be either 32 bit or 64 bit. Exchange Environment Fill in where applicable Source System Target System MS Exchange Server (name, IP address) MS Exchange Version User Domain Controller Domain Domain Adminsitrator Page 17

18 Connection Type Exchange Web Services1 EWS Connection Type http MAPI2 Exchange Web Services1 https http MAPI2 https 1 Exchange 2007 and above 2 Outlook is required on a machine where migration runs Content Matrix Console - Edition server (Outlook bitness should be the same as Operating System bitness, both should be either 32 bit or 64 bit) Public folders in source system: Yes No Testing mailbox for first migration: Number of mailboxes: Total size in the source system: Uninstall It is recommended that uninstalling Content Matrix Console - Edition should be initiated from the Installer_X.X.X.X.exe file. Using this method will automatically uninstall all components of the application. 1. Navigate to the location that contains the Installer_X.X.X.X.exe file. Run the EXE file. 2. The InstallShield Wizard opens. 3. Select the Remove radio button and click Next to continue the uninstallation. Page 18

19 4. Click Yes to confirm uninstallation. The Content Matrix Console - Edition will be uninstalled. 5. After Finish is clicked the InstallShield Wizard will close. When the uninstallation of Content Matrix Console - Edition is complete, no additional components need to be uninstalled. Page 19

20 Migration Migration effortlessly moves your items to a new system. This target system has to be installed and ready before the migration process. It is also recommended good practice to perform a test migration prior to the main migration task. For seamless migration follow the migration steps as outlined below. Content Matrix Console - Edition steps are further describe in detail. Migration Steps Outline Pre-migration: Create or choose testing mailbox with items in source system Create backups before performing migration Install and configure target The language of the source and target mailbox must be exactly the same Migration itself: Install Content Matrix Console - Edition (see the Installation 10 section or the Content Matrix Console - Edition Install Guide) In Content Matrix Console - Edition connect to source (see the Connect to section of this guide relevant for your environment) In Content Matrix Console - Edition connect to target (see the Connect to section of this guide relevant for your environment) Check job log and migration results In Content Matrix Console - Edition migrate testing mailbox from source to target again (now with shortcuts recreate option selected in job options) Migrate all mailboxes Check job log and migration results NOTE: Before performing the migration we recommend you fill in the Content Matrix Console - Edition Checklist 17 - handy simple table - for relevant details of your environment crucial for successful migration. Content Matrix Console - Edition capabilities regarding item migration and feature handling are summarized in the table below. Page 20

21 Capabilities Microsoft Exchange Mailbox User Mailbox Items Journal Mailbox Items Public Folder Items 3rd party message classes (some types) Microsoft Exchange and Office 365 User Mailbox Items Journal Mailbox Items Public Folder Items 3rd party message classes (some types) PST file User Mailbox Items Calendar Items Task Items Contact Items Gmail User Mailbox Items Journal Mailbox Items Public Folder Items 3rd party message classes (some types) Establishing Connection Prior to migration, it is necessary to configure connections to source and target system. Possible source system: Microsoft Exchange Mailbox (Microsoft Exchange 2010 SP1 and later, Office 365 (Exchange Online)) Microsoft Exchange Server (2003 SP2 and later) Office 365 (Exchange Online) Gmail Page 21

22 Possible target system: Microsoft Exchange Mailbox (Microsoft Exchange 2010 SP1 and later, Office 365 (Exchange Online)) Microsoft Exchange Server (2003 SP2 and later) Office 365 Folder (flat file) For detailed instructions and configuration options description for individual connectors see the following sections. NOTE: Utilize your prefilled-in Content Matrix Console - Edition Checklist. It will help you to enter correct settings at connections configuration. Target Platform Microsoft Exchange Mailbox Source Microsoft Exchange and Office 365 PST Folder Microsoft Exchange Mailbox Microsoft Exchange and Office 365 PST Gmail Page 22

23 Connect to Exchange Mailbox An individual mailbox can also function as Content Matrix Console - Edition source or target. The advantage of this approach is no need to have rights to the Exchange Server as a whole. Content Matrix Console - Edition capabilities regarding item migration and feature handling in respect to Exchange mailbox are summarized in the table below. Platform Microsoft Exchange Mailbox CAPABILITIES User Mailbo x Items Journal Mailbo x Items Public Folder Items 3rd party message classes Shortcut Replacement Retention Preservation N/A N/A The user under which the migration from/to Exchange Server runs must have full permissions to the migrated mailboxes. The instructions how to assign these permissions to the migration user does not belong to the scope of this manual but they can be found in the Microsoft technet articles, e.g. IMPORTANT: Content Matrix Console - Edition supports Exchange Mailbox connection for Microsoft Exchange Server 2010 SP1 and higher. Exchange Mailbox connection for Microsoft Exchange Server 2003/2007 is NOT supported. Only connection to whole Exchange Server 2003/2007 is supported (see the Connect to Exchange (incl. Office 365) 25 topic). To establish connection: To create connection to Exchange Mailbox as source/target, go to Connection > Connect to Exchange Mailbox. This will open the Connect to Exchange Mailbox dialog containing the following options: Page 23

24 Connect to individual mailbox - this option allows connection to individual mailbox of your Exchange Server without the need to configure connection to the server itself; then enter the required information: EWS url (address where the Exchange web services are running, it is filled in automatically by default value ( but if necessary, it can be changed) address, Password, First name, Last name, Full name Import mailboxes from CSV - this option enables connection to several individual mailboxes at once; simply create your CSV file with columns corresponding to the above mentioned properties (EwsUrl, Address, Password, FirstName, LastName, FullName) and load it to Content Matrix Console - Edition via the Browse button NOTE: Comma must be used as a separator. After all of the desired connection options have been set, click OK to establish the connection. Page 24

25 If Content Matrix Console - Edition is successful making the connection, a new node appears in the Explorer View. Connect to Exchange (incl. Office 365) Exchange Server (including Office 365) itself can function as source or target system as well. This section deals with connecting to and handling Exchange Server. Exchange Server can contain various types of archived items. Content Matrix Console - Edition capabilities regarding item migration and feature handling in respect to Exchange Server are summarized in the table below. Platform Microsoft Exchange and Office 365 CAPABILITIES User Mailbo x Items Journal Mailbo x Items Public Folder Items 3rd party message classes Shortcut Replacement Retention Preservation N/A N/A The user under which the migration from/to Exchange Server runs must have full permissions to the migrated mailboxes. The instructions how to assign these permissions to the migration user does not belong to the scope of this manual but they can be found in the Microsoft technet articles, e.g. To establish connection: To create connection to Exchange Server as source/target, go to Connection > Connect to Exchange Server. This will open the Connect to Exchange dialog containing the following fields: Exchange version from the drop-down menu select your Exchange Server version; Office 365 connection option is located above the default Exchange 2013 SP1 option; dialog options updates accordingly as not all settings are accessible for all Exchange versions Page 25

26 NOTE: 1) Exchange Server 2003 and 2007 (without service pack) support only Messaging Application Programming Interface (MAPI) connection. Therefore if Outlook is not installed on the Migration machine or Outlook bitness does not match the machine bitness, these two options Exchange 2003 and Exchange are disabled. In case of connecting to Office 365, the given Office 365 account must contain Exchange Web Services. 2) Additionally, Exchange Server 2003 requires Outlook 2010 or older. The connection will not work with newer Outlook. Exchange Server server name or IP address of your Exchange Server; in case of Office 365 the respective URL is filled in automatically Connector type: o Exchange Web Services (EWS) this type of connection is available and recommended for Exchange 2007 (SP1 or higher) and later NOTE: EWS is the recommended connection type. The second one - Messaging Application Programming Interface - should be used only for Exchange Server EWS requires that Application Impersonation role is assigned to migrating user. (See the section on Impersonation 114.) NOTE: Use https uncheck this option if EWS is running without SSL (https) Use Fast Transfer for Exchange Server 2010 SP1 and higher it is possible to use Microsoft Fast Transfer protocol for connecting to Exchange; since it is faster it's recommended option; Should PST file be an intended migration target, the Use Fast Transfer option must be UNCHECKED. o Messaging Application Programming Interface (MAPI) this type of connection is available for Exchange 2003 SP2 and later, but for Exchange Server versions above Exchange 2003 SP2 this is not the preferred option. If the logged on user does not have full access permissions to the selected mailbox, the following error message appears: Error in IMsgStore.OpenEntry: MAPI_E_NOT_FOUND Page 26

27 ATTENTION: Page 27 To use this type of connection: Ø Outlook is necessary on the Content Matrix Console - Edition machine and the bitness of Outlook and OS must be the same. (For solving the problems with different bitness, see this troubleshooting section 109.) Ø Connection to Office 365 is only possible when Outlook 2010 or 2013 is installed on the Content Matrix Console - Edition machine. Ø Connection to Exchange Server 2003 is only possible when Outlook 2010 or older is installed on the Content Matrix Console machine. Ø Content Matrix Console - Edition must be in the same domain as the Exchange Server (does not apply to Office 365). Ø Migrating user must have full access permissions to migrated mailboxes.

28 EWS url - address where the Exchange web services are running, it is filled in automatically but if necessary, it can be changed PowerShell url - address for PowerShell; it is filled in automatically but if necessary, it can be changed; applicable only for Exchange 2010 and above PowerShell auth - remote PowerShell uses different types of authentication. Applicable only for Exchange 2010 and above. This drop-box allows you to select the authentication that's right for you. The most commonly used authentication types are the following: o Kerberos - recommended when Exchange Server is in the same domain as Content Matrix Console - Edition; for this type of authentication the Exchange Server must be specified by server name (not the IP address) o Basic - recommended when Exchange Server is in different domain as Content Matrix Console - Edition; the basic authentication must be enabled for PowerShell Web Service on the target Exchange Server o Default - will try to use Kerberos or Negotiate authentication mechanism o NegotiateWithImplicitCredential - Windows authentication must be enabled for Page 28

29 PowerShell Web Service on the Exchange Server NOTE: Other authentication types can be used at administrator's convenience. For more information on individual authentication options and necessary settings, see the PowerShell Authentication 97 section. Domain - Exchange Server domain User & Password user that should be used for connecting to the Exchange Server; BEWARE of case sensitivity To view/list the mailboxes to which the user has access rights, the specified user must be a member of Organization Management group in Active Directory (AD). If he is not, he will see only his own mailbox. To add the user to this group go to AD machine: Active Directory Users and Computer -> Users -> select user -> Properties -> Member --> add Organization Management group NOTE: The administrator account should be a member of Organization Management group by default. Domain controller - name of the Domain Controller Store password - (Not recommended) if checked, Content Matrix Console - Edition will remember password for the connection and will not ask the password when Content Matrix Console - Edition runs next time After all of the desired connection options have been set click OK to establish the connection. If Content Matrix Console - Edition is successful making the connection, a new node appears in the Explorer View. You can expand this node and navigate user mailboxes. Connect to PST file Besides connection to different systems, Content Matrix Console - Edition allows also connection to PST files stored on the network. PST file can be both, the target as well as the source of migration. The following lines describe this type of connection. Platform Page 29 CAPABILITIES

30 PST file User Mailbox Items Journal Mailbox Items Public Folder Items 3rd party message classes Shortcut Replacement Retention Preservatio n N/A N/A There may be a huge number of PST files in the domain, especially in case of large organizations. Content Matrix Console - Edition facilitates the handling of PST files by providing two ways of connecting: A. Search for PST Files - PST discovery feature performing domain scanning for PST files B. Connect to PST File - connecting to single PST file in the network A. Search for PST files This option lists all existing PST files in the Content Matrix Console - Edition. First in the Content Matrix Console - Edition ribbon menu click the Connection > Search for PST Files. (To connect to a PST file, its full name (full path\name) must have max. 254 characters.) This will open the Search PST File dialog where you specify the domain to be searched through. The domain must be either the current domain of Content Matrix Console - Edition or trusted domain: Page 30

31 As the whole domain scanning for PST files can take a considerable time in case of large organizations, the prompt on all domain computer scanning appears. Select: YES - to let Content Matrix Console - Edition search all domain computers for PST files and list them in the administrative console between other connections (see the screenshot below) NO - to avoid possible time-consuming listing of PST files and display only the root (domain) node between other connections NOTE: Page 31 The searching for computers or PST files in the domain can be initiated from the context menu as described further.

32 The context menu of the root (domain) node facilitates the task of managing PST. It offers the following actions: Find Computers - click this option to list all computers from the domain Add Computers - click this option to add just specific computer existing in the domain Search PST files - (available also for individual computer nodes - e.g. TSO-WIN7 in the screenshot above) click this option to look up all PST files in the given domain/computer. The number of existing PST files appears in the brackets next to the given computer. Unfold the computer node to see and manage these PST files. Assign PST Owners - (available also for individual computer nodes - e.g. TSO-WIN7 in the screenshot above) when clicked, the PST file name(s) change(s) (ONLY in Content Matrix Console - Edition!) and the PST is named after its owner. PST file name is not changed when the owner cannot be resolved (e.g. when multiple owners exist). It is recommended to run assigning of owners before migration - for more information see the From/To PST section). B. Connect to PST Files This option is useful when connecting to a single PST file. First in the Content Matrix Console - Edition ribbon menu click the Connection > Connect to PST File. (To connect to a PST file, its full name (full path\name) must have max. 254 characters.) Page 32

33 This will open the Connect To PST File dialog with the following options: PST file - enter the path to the desired PST file or use the Browse button to locate it No password - select if the PST file is not password protected Use password - select if access to the PST file requires a password; enter the password and check Remember my password if the password should be stored in the system for future use After all of the desired connection options have been set, click OK to establish the connection. If Content Matrix Console - Edition is successful making the connection, a new node appears in the Explorer View. Connect to Gmail Content Matrix Console - Edition allows connection to different systems. This section deals with connecting to Gmail. Page 33

34 Mailboxes can contain various types of items. Content Matrix capabilities regarding item migration and feature handling in respect to Gmail are summarized in the table below. Platform CAPABILITIES User Mailbox Items Calendar Items Task Items Contact Items Gmail To access Gmail in Content Matrix, you will need a domain administrator account for Gmail, who can read all users within the domain, as well as access any person's personal Gmail account. Content Matrix uses this account to connect to Gmail, and upon a successful connection, all of the Gmail users will be accessible. This section guides you through the process as follows: Creating a Gmail Service Account Granting Gmail Service Account Access Connecting to Gmail Creating a Gmail Service Account In order to connect to Gmail users will need to enter the Service , Secret, and Private Key File field values into the Connect to Gmail dialog box. These three items make up the credentials of the service account required to authenticate with Gmail. This section will review how to create the service account. 1. Login to the Google Developers console at " project". 2. Create a new project. 3. In the left hand pane expand APIs & auth and select APIs. Page 34

35 4. Turn on the following APIs: Admin SDK - For assigning users list. Calendar API Contacts API Gmail API Tasks API 5. Select Credentials from the left hand pane. Page 35

36 6. Under the OAuth section, click Create new Client ID. 7. Select Service Account, then click Create Client ID. Page 36

37 8. A message will be displayed, this is where your Private Key password will be shown. This is the key that you will enter in the Secret field when connecting to your Gmail Account in Content Matrix. Once you have recorded the Private Key password, click Okay, got it. 9. You will now be directed to a list of service account information. You will need to copy and paste the Client ID number, and the Address into a word document as they will be needed in following steps. Page 37

38 a) The Client Id is required to grant service account access to the corresponding APIs. Please see the Granting a Gmail Service Account Access section below for instructions on how to do this. b) The Address is the Service required when connecting to your Gmail Account in Content Matrix. 10. Generate a new P12 Key file by clicking Generate new P12 key button. Save the file where you can easily find it, as you will need to browse for the file in the Private Key File section when connecting to your Gmail Account in Content Matrix. Granting a Gmail Service Account Access The following steps will grant the Gmail service account access to the required APIs. 1. Login to " with an administrator user account. 2. Click on the Security application. 3. Click on the Show more button at the bottom, and select Advanced Settings. Page 38

39 4. In the Advanced Settings screen, select Manage API client access. 5. Paste the Client ID you copied from the Creating a Gmail Service Account section above, into the Client Name field. 6. Copy and paste the following scopes into the One or More API Scopes field: Page 39

40 Click Authorize. Connecting to Gmail To establish the connection: 1. First in the Content Matrix Console - Edition ribbon menu click the Connection > Connect to Gmail. 2. This will open the Connect To Gmail dialog allowing user to enter specific Gmail account connection information of the user whose Gmail will be connected. Page 40

41 3. Enter an Admin user name this should be a domain administrator that can read all users within the domain, as well as access any person's personal Gmail. 4. Enter the Domain Name. In order to find the Domain Name follow these steps: a) Login to " with the administration user account. b) Click on the Domains application. c) The domain you need to use for accessing your Google Account will be located under the Domain heading. An example using "examplematrixapps.net" is show below. Page 41

42 5. Enter the Service , Secret, and Private Key File. These three items make up the credentials of the service account required to authenticate with Gmail. Please see the Creating a Gmail Service Account section of this page for more details on how to create this service account (and Granting a Gmail Service Account Access section for how to grant it the required access). You can also find information on the Gmail service account at following page: 6. Once all the information has been entered click OK. 7. Once connected, the Gmail will appear in the Explorer View section of the Content Matrix UI. From there, it can be navigated and acted on using the features available in Content Matrix. Connect to folder Besides connection to different /archive systems, Content Matrix Console - Edition allows also connection to File System, e.g. ordinary folder. The following lines describe this type of connection. Platform CAPABILITIES User Mailbox Items Disk Folder Journal Mailbox Items Public Folder Items 3rd party message classes Shortcut Replacemen t Retention Preservatio n N/A N/A First in the Content Matrix Console ribbon menu click the Connection > Connect to folder. Page 42

43 This will open the Connect to folder dialog. There are two main settings tabs in this dialog: File Share and Options. Each tab contains a set of configuration options for connecting to Flat File. The available options on File share tab are: Select destination folder enter or browse the path to your destination folder If credentials are required for connection to the selected folder, utilize the following text-boxes Server enter the server IP address or name Domain enter the domain full name (e.g. mydomain.com) User & Password enter credentials of a user with permissions to access the specified folder The Options tab allows you to further configure your preferred folder structure and naming conventions to be used at migration: Page 43

44 Preserve folder hierarchy if not checked, all source items irrespective of the source subfolder are migrated directly to the given root folder Overwrite existing files if not checked, files already existing in the target will not be migrated Replace invalid characters in folder name with define which character should replace any character in folder name that is invalid on the target file system File format used in this folder (available options define behavior at migrating to the given folder) o Outlook message... - when this option is checked, the behavior at migrating to this folder is as follows: subfolder is created for each mailbox and it further contains folders for each mailbox folder (e.g. Inbox, Sent Items etc.); individual mailbox items are then migrated to these folders in the form of msg files o Outlook Personal Archive... - when this option is checked, the behavior at migrating to this folder is as follows: individual mailboxes are migrated as PST files to the given folder. Administrator can specify limit for file size in GB. If the mailbox PST file exceeds this limit, it is divided to smaller PST files. After all of the desired connection options have been set, for all settings tabs, click OK to establish the connection. If Content Matrix Console is successful making the connection, a new node appears in the Explorer View and you can expand this node and navigate it. Page 44

45 How To Migrate After the source and target connections were established, migration process can start. At first launch of the Content Matrix Console you were prompted to select the database for storing migration metadata. You may have chosen your local SQL server DB or SQL Compact database (installed by Content Matrix setup). At migrations comprising more than 100,000 items, full SQL Server is the preferred option. To check or switch the database settings: a) Go to Settings / Configure Default Migration Database Settings in the ribbon b) In the pop-up dialog switch to the Use SQL Server database radio-button and browse for your SQL Server database The basic scheme is very simple and could be outlined as follows: 1. right-click the source node/mailbox(es) >> 2. select Copy... >> 3. right-click the target node/mailbox(es) >> 4. select Paste... NOTE: After copying the desired source item(s), the Paste action can be initiated on the root node of the target system or on an individual mailbox. In case you paste to the root node of the target system, Content Matrix Console - Edition searches for the target users with the same display name. If such users are not found, user will be created in the target Exchange server ("Create missing mailbox" must be checked under Mailbox options). Page 45

46 Exchange to Exchange Once your source and target connections have been successfully configured, you can start the migration, the process being very simple: 1. right-click the source node/mailbox(es) >> 2. select Copy... >> 3. right-click the target mailbox/node >> 4. select Paste... Content Matrix Console - Edition migrate items from user mailboxes, public folders as well as journal mailbox. NOTE: Page 46 Multiselect is also available (see the screenshot).

47 NOTE: After copying the desired source item(s), the Paste action can be initiated on the root node of the target system or on an individual mailbox. When EWS connection is used, well known mailbox folders are mapped between source and target independent of language settings, e.g. German "Posteingang" is migrated to Inbox. Well known folders: Inbox, Calendar, Contacts, Deleted Items, Drafts, Journal, Junk , Notes, Outbox, Sent Items, Tasks. User specific folders are migrated with the user defined name. VERY IMPORTANT: User under which the migration runs must have Application Impersonation and Discovery Management roles assigned. See the section Impersonation on Exchange Server 2013 and Office For instance, you right-click the mailbox in source and select Copy from the context menu. To start Page 47

48 the migration, go to the root node of target system or to an individual mailbox. Right-click it and select Paste Mailboxes from the context menu. Prior to migration you will be asked to specify your preferred copying options in the pop-up dialog. This dialog contains two tabs: Mailbox Options Tab where you specify settings regarding mailboxes: o Create missing mailbox - with this option is checked, the Content Matrix Console Edition will create new mailbox with the source mailbox name, if it cannot pair source mailbox with any mailbox on the target. If unchecked, source mailbox that cannot be paired with any mailbox in the target will NOT be migrated. Password to this mailbox is displayed in the job log (see the Log Files 80 section) Page 48

49 NOTE: Creating missing mailbox is supported for Exchange Server 2010 and higher (EWS connection). With Exchange Servers 2003/2007 migration will not run for unpaired mailboxes. o Password length - (available if Create missing mailbox is enabled) provides the possibility to set the length of the password for the newly created mailbox (see the above option) + Copy Folders, Copy Items o Verify items migration (slow) - when selected the function checks if the subject and body of the migrated item are the same on source and target; However, it slows down the migration. The verification can run also after migration as a standalone process. To run it after migration, use the context menu. To do so: 1. Right-click the source mailbox and from the context menu select Compare Mailbox option 2. Right-click the target mailbox and from the context menu select Compare with Mailbox option. The progress dialog appears and you can check the log The following options are available only if target is Exchange Server 2013: o Enable In-Place archive - if checked, Content Matrix Console - Edition will activate Exchange native In-Place archive in the target mailbox if the target mailbox does not have it enabled yet These options are available only if target has In-Place archive enabled or you have checked the Enable In-Place archive option (see above): o Migrate all items to the same mailbox - in this case source primary mailbox items will be migrated to primary mailbox and source Exchange native In-Place archive items will be migrated to target Exchange native In-Place archive; If no In-Place archive exist in the target nor Enable In-Place archive option is checked, all items will be migrated to the primary mailbox o Migrate all items to primary mailbox - default option; target for all migrated items is the given mailbox o Migrate all items to archive mailbox - in this case all items are migrated to the Exchange native In-Place archive of the given mailbox o Migrate items older than... - based on send/receive date of source item Page 49 NOTE: If the target mailbox does not have Exchange native In-Place archive enabled in target Exchange Server (nor the Enable In-Place archive check box is selected), all items are migrated to the primary mailbox. NOTE: If you want to migrate to native In-Place archive then migration user needs to be able to impersonate users (migration user needs to have

50 ApplicationImpersonation role assigned on target Exchange 2013 Server - for more details see the Impersonation on Exchange Server troubleshooting section). Filter Options Tab where you specify settings regarding items to migrate. This tab delivers the ability to filter the content that should be migrated. Filter Options includes the following 3 subtabs: Mailbox Items - select whether to migrate only folders - i.e. the folder structure will be created in the target - or also items; if nothing is selected, NOTHING will be migrated, just a mailbox will be created as appropriate Migrate Folders - when checked, all source mailbox folder structure is copied to target mailbox Migrate Items - if not checked, NO items will be migrated; to migrate mailbox items ( s, shortcuts, calendar items etc.) this option must be selected Migrate Inbox Rules - check to migrate any server-side rules defined for user Inbox - available only when folders are migrated; this feature requires same type of connection on both source and Page 50

51 target (EWS - EWS connection or MAPI - MAPI connection) (see the Connect to Exchange 25 section) Migrate Out Of Office information - check to migrate dates, status and texts of Out Of Office user settings; limitations apply to Exchange Server in this case only text can be migrated and user needs to enable Out Of Office as appropriate; when MAPI connection is used (on source or target or both), Exchange Autodiscovery service must be configured on the given machine Migrate User Photo - available when migrating from/to Exchange Server 2013/Office 365; check to migrate user photo Item Classes - two boxes on this tab allows you to fine-tune the migration in respect to Exchange defined message classes (e.g. Calendar, Contacts, Post, various shortcuts etc.). By default only shortcuts of supported archiving systems are excluded from migration. To configure your desired settings, add/remove items in the Included Item Classes and Exclude Item Classes boxes. Example: Page 51 To migrate calendar items enter IPM.Appointment* To migrate contacts items enter IPM.Contact* To migrate journal items enter IPM.Activity*

52 NOTE: Shortcuts for the following archive systems can be migrated: o PamMessage - shortcuts created by Metalogix Archive Manager o EnterpriseVault - shortcuts created by Symantec Enterprise Vault o ExShortcut - shortcuts created by EMC Xtender o MimosaStub - shortcuts created by Mimosa NearPoint o PERSISTMailItem - shortcuts created by HP IAP o EAS - shortcuts created by Zantaz EAS Other - time and size filtering options are activated by checking the respective check-boxes and configuring required settings Page 52

53 Once your desired settings are defined, click Run to start the migration. NOTE: After clicking the Save button a migration job with the specified settings will be created and saved in the Job list. However, it will not run immediately. You can run it manually later or create a PowerShell script for it. For more information, see the Job List 85 section. Public Folders Content Matrix Console - Edition allows Public Folder migration across Exchange Servers 2003 SP2 to Exchange Server 2013 including Office 365. With public folder concept evolving in different Exchange Server versions, the migration process may have its nuances. This topic is provided to guide you through these variations with ease. Exchange Public Folders are available under your Exchange Server connection (see the Connect to Exchange (incl. Office 365) 25 topic) in the following way: Ø Exchange 2003, 2007 and 2010: In Content Matrix Console - Edition, all public folders are available under virtual AllPublicFolders mailbox. Ø Exchange 2013 and Office 365: Public folders are stored in one or more public folder mailboxes. Content Matrix Console - Edition thus displays them as any other mailboxes under Exchange 2013 (Office 365) node. Exchange 2013 (and Office 365) Page 53

54 differentiates internally between Primary hierarchy public folder mailbox, i.e. the public folder mailbox that was created first, and all other public folder mailboxes - i.e. Secondary hierarchy public folder mailboxes. However, in Content Matrix Console - Edition both are displayed in the same way. Migration process is the same as at any other migration: 1. right-click the source mailbox(es) >> 2. select Copy... >> 3. right-click the target node/mailbox >> 4. select Paste... NOTE: Migrating to single PST is also possible. However, copying to multiple PST is not supported. Public folders migration scenarios 1. Migration between Exchange 2003, 2007, 2010: Virtual AllPublicFolders mailbox is migrated with all containing public folders. 2. Migration from Exchange 2003, 2007, 2010 to Exchange 2013/Office 365: a) If you copy and paste AllPublicFolders to the Server node, Content Matrix Console Edition will try to find Primary hierarchy public folder mailbox on the target. If it is found, all public folders are migrated here. If no public folder mailbox is found, Content Matrix Console - Edition creates public folder mailbox entitled PrimaryHierarchy if the option Create missing mailbox is checked. If you select option Create public folder mailbox for each mail enabled public folder, regular public folders are migrated to Primary hierarchy public folder mailbox (which is created if not present) and for each first level mail enabled public folder (if there are some) Content Matrix Console - Edition creates new mail enabled public folder mailbox with the same name. Be aware that if no option is checked in the Configure dialog and no Primary hierarchy public folder mailbox exists, NOTHING will be migrated. Page 54

55 b) You can copy and paste AllPublicFolders to selected public folder mailbox (even if it is not Primary hierarchy public folder mailbox). NOTE: For information on Filter Options settings see the Exchange to Exchange 46 topic / Filter Options section. 3. Migration from Exchange 2013 to Exchange 2013/Office 365: a) If you copy and paste Primary hierarchy public folder mailbox to Server, Content Matrix Console - Edition will try to find Primary hierarchy public folder mailbox on target. If it is found, all public folders are migrated here. If no public folder mailbox is found, Content Matrix Console - Edition creates public folder mailbox with name PrimaryHierarchy if option Create new mailbox is checked. Should it be unchecked in this case, no migration will take place. b) If you copy and paste Secondary public folder mailbox to Server, Content Matrix Console - Edition creates new Secondary hierarchy public folder mailbox on target with the same name (if there is no public folder mailbox with the same name and if option Create new mailbox is checked). c) You can copy and paste to selected public folder mailbox (even if it is not Primary hierarchy public folder mailbox). Page 55

56 NOTE: If your intended target is PublicFolder mailbox on Exchange Server 2013 or Office 365, and this PublicFolder mailbox already exists in the target environment before migration, you must set FULL ACCESS PERMISSION on the target PublicFolder mailbox for the migration user before running the migration. Further configuration settings: Verify items migration (slow) - when selected the function checks if the subject and body of the migrated item are the same on source and target; However, it slows down the migration. The verification can run also after migration as a standalone process. To run it after migration, use the context menu. To do so: 1. Right-click the source mailbox and from the context menu select Compare Mailbox option 2. Right-click the target mailbox and from the context menu select Compare with Mailbox option 3. The progress dialog appears and you can check the log From Gmail Once your source and target connections have been successfully configured, you can start the migration the process being very simple: 1. right-click the source node/mailbox(es) >> 2. select Copy Server/Mailbox(es) >> 3. right-click the target Exchange/PST node/mailbox(es) >> 4. select Paste Mailboxes.. ATTENTION: Please note that Content Matrix Console - edition machine must be in the same domain as the target machine, if you plan to create search folders (see "Migration Logic" section below). Content Matrix can migrate items from Gmail account to any connected Exchange Server (incl. Office 365). NOTE: Page 56 It is possible to select any mailbox, group or the whole node. Multiselect is also available (see the screenshot below).

57 NOTE: After copying the desired source item(s), the Paste action can be initiated on the root node of the target system or on an individual mailbox. When EWS connection (in case of migration to Exchange server) is used, well known mailbox folders are mapped between source and target independent of language settings, e.g. German "Posteingang" is migrated to Inbox. Well known folders: Inbox, Calendar, Sent, Task, Trash, Spam. User specific folders are migrated with the user defined name. For instance, you right-click the mailbox in the source and select Copy from the context menu. To start the migration, go to the root node of target system or to an individual mailbox. Right-click it and select Paste Mailboxes from the context menu. Page 57

58 Migration Logic Gmail items are organized in: system labels (Inbox, Sent, Draft, Trash, Spam) custom labels (defined by the user, e.g. Sales, Private, Documents etc.) some items may have no label At migration, they are handled in the following way: system label item are migrated to ordinary folders on the target Source folder Target folder Inbox Inbox Sent Sent Items Draft Drafts Trash Deleted Items Spam Junk custom label items are migrated to Inbox. However, the original label is preserved as Category (Exchange feature) and user can access them in the Search Folders where folders with the corresponding names are created. no label item are migrated to newly created Archive folder in the main tree Migration Configuration Page 58

59 Prior to migration you will be asked to specify your preferred copying options in the pop-up dialog. The dialog contains different tabs and configuration options depend on the type of the target connector. For that reason, not all settings described here may be applicable for your specific scenario. Possible tabs of the configuration dialog are as follows: Mailbox Options Create missing mailbox - with this option is checked, the Content Matrix Console - Edition will create new mailbox with the source mailbox name, if it cannot pair source mailbox with any mailbox on the target. If unchecked, source mailbox that cannot be paired with any mailbox in the target will NOT be migrated. Password to this mailbox is displayed in the job log (see the Log Files 80 section) NOTE: Creating missing mailbox is supported for Exchange Server 2010 and higher (EWS connection). With Exchange Servers 2003/2007 migration will not run for unpaired mailboxes. Password length - (available if Create missing mailbox is enabled) provides the possibility to set the length of the password for the newly created mailbox (see the above option) + Copy Folders, Copy Items Page 59

60 Filter Options Mailbox Items tab: Migrate Folders - when checked, all source mailbox folder structure is copied to target mailbox Migrate Items - if not checked, NO items will be migrated; to migrate mailbox items ( s, shortcuts, calendar items etc.) this option must be selected Migrate items in Trash when checked, Trash items will be migrated, too Migrate item with Spam label when checked, Spam items will be migrated, too Other tab: Time and size filtering options are activated by checking the respective check-boxes and configuring required settings. Page 60

61 Once your desired settings are defined, click Run to start the migration. NOTE: After clicking the Save button a migration job with the specified settings will be created and saved in the Job list. However, it will not run immediately. You can run it manually later or create a PowerShell script for it. For more information, see the Job List 85 section. From/To PST This section will guide you through specific type of migration where source or target is a PST file. Once your source and target connections have been successfully configured, you can start the migration, the process being very simple: 1. right-click the source >> 2. select Copy... >> 3. right-click the target >> 4. select Paste... Page 61

62 ATTENTION: Migrating 1 mailbox to multiple PSTs is not supported. No Archive System server is possible target when migrating from PST file. There are 2 possible PST connections in Content Matrix Console - Edition each offering a bit different functionality and behavior: 1. created via Connect to PST File feature ( ) - single PST file 2. created via Search PST Files feature ( ) - may include all PST files in the domain 1. Handling single PST file (connection created via Connect to PST File feature) Ø such PST file can be the target of migration Ø such PST file can be (as source) migrated to mailbox only (not the main connection node (e.g. Exchange Server)) 2. Handling PST files in batch (connection created via Search PST Files feature) Ø these PST files can only be a source of migration (no "Paste" action allowed on them) Ø these PST files can be migrated to mailbox and also directly to main nodes (Exchange Server node etc.) Ø RECOMMENDATION: Before migration, right-click the node containing relevant PST files and choose to Assign PST Owners. By doing this, process in the background will try to figure out owner for each PST file. Where it will be successful, the display name of the PST file will change (only in Content Matrix Console - Edition) to reflect the detected owner. These PST files will be migrated to the corresponding mailboxes on the target. PST file whose owner has not been resolved can still be migrated. However, at migration a mailbox with "awkward" name (the same as the name of the PST file) will be created and the PST file will be migrated to it. Migration settings After determining your source and target and clicking Paste command form the context menu the Configuration dialog appears. It features different tabs with configuration options. The number of tabs and available options depend on the source/target connector type. Only some of the options may be applicable to your specific scenario. Possible tabs and options are as follows: Page 62

63 Mailbox Options This tab is applicable only when migrating to Exchange Server The possible configuration options are the following: o Enable In-Place archive - if checked, Content Matrix Console will activate Exchange native In-Place archive in the target mailbox if the target mailbox does not have it enabled yet o Verify items migration (slow) - when selected the function checks if the subject and body of the migrated item are the same on source and target; However, it slows down the migration. The verification can run also after migration as a standalone process. To run it after migration, use the context menu. To do so: 1. Right-click the source mailbox and from the context menu select Compare Mailbox option 2. Right-click the target mailbox and from the context menu select Compare with Mailbox option. The progress dialog appears and you can check the log. o Migrate all items to the same mailbox - in this case source primary mailbox items will be migrated to primary mailbox and source Exchange native In-Place archive items will be migrated to target Exchange native In-Place archive o Migrate all items to primary mailbox - default option; target for all migrated items is the given mailbox o Migrate all items to archive mailbox - in this case all items are migrated to the Exchange native In-Place archive of the given mailbox o Migrate items older than... - based on send/receive date of the source item Page 63 NOTE: If the target mailbox does not have Exchange native In-Place archive enabled in target Exchange Server (nor the Enable In-Place archive check box is selected), all items are migrated to the primary mailbo, even if the Migrate all items to archive mailbox radio button is selected.. NOTE: If you want to migrate to native In-Place archive then migration user needs to be able to impersonate users (migration user needs to have ApplicationImpersonation role assigned on target Exchange 2013 Server - for more details see the Impersonation on Exchange Server troubleshooting section).

64 Filter Options This tab delivers the ability to filter the content that should be migrated. Filter Options includes the following 3 subtabs: Mailbox Items - select whether to migrate only folders - i.e. the folder structure will be created in the target - or also items; if nothing is selected, NOTHING will be migrated, just the folder structure will be created as appropriate Migrate Folders - when checked, all source mailbox folder structure is copied to target mailbox Migrate Items - if not checked, NO items will be migrated; to migrate mailbox items ( s, shortcuts, calendar items etc.) this option must be selected Page 64

65 Item Classes - two boxes on this tab allows you to fine-tune the migration in respect to Exchange defined message classes (e.g. Calendar, Contacts, Post, various shortcuts etc.). By default only shortcuts of supported archiving systems are excluded from migration. To configure your desired settings, add/remove items in the Included Item Classes and Exclude Item Classes boxes. Example: To migrate calendar items enter IPM.Appointment* To migrate contacts items enter IPM.Contact* To migrate journal items enter IPM.Activity* NOTE: Page 65 Shortcuts for the following archive systems can be migrated: o PamMessage - shortcuts created by Metalogix Archive Manager o EnterpriseVault - shortcuts created by Symantec Enterprise Vault o ExShortcut - shortcuts created by EMC Xtender o MimosaStub - shortcuts created by Mimosa NearPoint o PERSISTMailItem - shortcuts created by HP IAP o EAS - shortcuts created by Zantaz EAS

66 Other - time and size filtering options are activated by checking the respective check-boxes and configuring required settings Page 66

67 Once your desired settings are defined, click Run to start the migration. NOTE: After clicking the Save button a migration job with the specified settings will be created and saved in the Job list. However, it will not run immediately. You can run it manually later or create a PowerShell script for it. For more information, see the Job List 85 section. To folder Once your source and target connections have been successfully configured, you can start the migration, the general process being very simple: 1. right-click the source node/mailbox(es) >> 2. select Copy... >> 3. right-click the target >> 4. select Paste... This section will guide you through specific type of migration where the target is File System, i.e. ordinary folder. Our Content Matrix Console allows you to migrate items to ordinary folder from supported Exchange Servers. After migration the target folder copies the structure of the source mailbox and contains the migrated msg files. Page 67

68 Migrating from Exchange Server You have copied the Exchange mailbox(es) and selected Paste command on the desired folder in Content Matrix Console. Now the configuration dialog appears. It features two tabs with the following configuration options: Mailbox Options Create missing mailbox - check to create subfolder with the migrated mailbox name; this subfolder will be the root folder of the migration. If this option is not checked and such subfolder does not exist in the target folder, nothing will be migrated Verify items migration (slow) - when selected the function checks if the subject and body of the migrated item are the same on source and target; However, it slows down the migration. The verification can run also after migration as a standalone process. To run it after migration, use the context menu. To do so: 1. Right-click the source mailbox and from the context menu select Compare Mailbox option 2. Right-click the target mailbox and from the context menu select Compare with Mailbox option 3. The progress dialog appears and you can check the log Page 68

69 Filter Options This tab delivers the ability to filter the content that should be migrated. Filter Options includes the following 3 subtabs: Mailbox Items - select whether to migrate only folders - i.e. the folder structure will be created in the target - or also items; if nothing is selected, NOTHING will be migrated, just the folder structure will be created as appropriate Migrate Folders - when checked, all source mailbox folder structure is copied to target mailbox Migrate Items - if not checked, NO items will be migrated; to migrate mailbox items ( s, shortcuts, calendar items etc.) this option must be selected Item Classes - two boxes on this tab allows you to fine-tune the migration in respect to Exchange defined message classes (e.g. Calendar, Contacts, Post, various shortcuts etc.). By default only shortcuts of supported archiving systems are excluded from migration. To configure your desired settings, add/remove items in the Included Item Classes and Exclude Item Classes boxes. Example: Page 69 To migrate calendar items enter IPM.Appointment* To migrate contacts items enter IPM.Contact* To migrate journal items enter IPM.Activity*

70 NOTE: Shortcuts for the following archive systems can be migrated: o PamMessage - shortcuts created by Metalogix Archive Manager o EnterpriseVault - shortcuts created by Symantec Enterprise Vault o ExShortcut - shortcuts created by EMC Xtender o MimosaStub - shortcuts created by Mimosa NearPoint o PERSISTMailItem - shortcuts created by HP IAP o EAS - shortcuts created by Zantaz EAS o AfterMail - shortcuts created by Quest Archive Manager Other - time and size filtering options are activated by checking the respective check-boxes and configuring required settings Page 70

71 Once your desired settings are defined, click Run to start the migration. NOTE: After clicking the Save button a migration job with the specified settings will be created and saved in the Job list. However, it will not run immediately. You can run it manually later or create a PowerShell script for it. For more information, see the Job List 85 section. Checking Logs & Results As the migration job runs, job log is being created as visible in the job list (opened from View / Show Job List). Open the detailed log e.g. by double-clicking the specific job. You will be able to view the logs for the action, even while it is still running. Job can also be paused. When restarted again, already processed items are skipped and the job starts at the point where it was stopped. Page 71

72 Items marked with green check-mark were processed successfully. If any issue occurs (red mark), double-click it to see further details. NOTE: For more information, see the Job List 85 and Log Files 80 sections. Finally verify the migration results in your target system by opening specific (s) and checking that all data were migrated well ( body, attachments etc.). Page 72

73 User Interface The main User Interface (UI) is fairly straightforward consisting of the main toolbar, two explorer views and the Job list. In this section we describe in detail: Main Toolbar 73 Explorer Windows and Views 77 Job List 85 Log Files 80 Context menu 86 Exporting Jobs to an Excel File 88 Main Toolbar At the top of the Content Matrix Console - Edition there is a Ribbon menu that allows access to four menu group settings. These menu group settings are: Connection, View, Settings, and Page 73

74 . This section will breakdown how to use the Ribbon, as well as list the available options in each menu group. Using the Ribbon The Content Matrix Console - Edition menu ribbon can be Expanded or Minimized to fit user needs. By default this ribbon is Expanded, but it can be minimized by clicking the "Up" arrow to the top right-hand side of the tool bar menu (in line with the menu group headings). This will turn into a "down" arrow if the ribbon is minimized, and can be used to expand the ribbon again. When the ribbon is expanded a set of options will become available depending on which tab is selected. For example, the Connect to Exchange option is only available when the Connection tab is selected. When the ribbon is minimized the options will only become visible when a tab is selected, otherwise only the tabs are listed. The minimizing function is also accessible by right-clicking on an option within the ribbon itself. This opens a context (right-click) menu where the Minimize the Ribbon option can be selected. If there is no existing check-mark beside this option, then the ribbon is currently expanded, but if there is a check-mark by the option then the ribbon is currently minimized. Context menu of ribbon options offers also Quick Access Toolbar feature. Click Add to Quick Access Toolbar in the context menu of any ribbon option (e.g. Connect to Mailbox, Show Job List etc.) and the selected option will be accessible in the Quick Access Toolbar. (See the screenshot below.) The toolbar is always visible. Ribbon Option Groups Connection - The connection heading in the ribbon contains the following options depending on your environment: Page 74

75 o Connect to Exchange Mailbox Please see the Connect to Exchange Mailbox part for more details. o Connect to Exchange Server Please see the Connect to an Exchange part for more details. o Connect to Gmail - Please see the Connect to Gmail part for more details. o Connect to PST File - Please see the Connect to PST file part for more details. o Refresh Connection - This option will refresh all current connections. Invalid connections will disappear from the list view. View - The view heading in the ribbon contains the following options: o Show 2nd Explorer - This option will toggle the second Explorer Control on or off. o Show Jobs List - This option will toggle the Job list on or off. o Show Checkboxes - This option will toggle the checkboxes on or off in the Explorer View. Settings - The settings heading in the ribbon contains the following options: o Preserve Configuration Options - This option will allow Content Matrix Console - Edition to preserve any migration configuration settings that have been made, provided that they are used as part of a migration (or if a batch job is created). Unselecting this option revert the configuration dialogs back to their default settings each time the dialogs open. Note: Not all setting can be preserved when this option is selected. Some migration options Page 75

76 require specific configuration each time they are used. o Reset Configuration Options - Clicking this button will allow users to reset the current configuration option settings back to their defaults, even if the Preserve Configuration Options option is being used. Any settings that are preserved will be reset back to their default state. o Enable Advanced Mode - This option allows extended functions of some features, e.g. loading mailbox information with set filters (for more information see the section Context menu 86 ) o Edit resource utilization settings - This option opens the Resource Utilization Settings dialog and allows users to modify the current migration performance settings. Please see the Resource Utilization Settings page for more details. o Configure Default Migration Database Settings - migration metadata can be stored in full SQL Server or in the SQL Server Compact database; this dialog is displayed automatically when the Content Matrix Console is launched for the first time and allows administrator to choose preferred configuration. At larger migrations over 100,000 items it is recommended to use full SQL Server. To do so, select the Use SQL Server database option and then click the database icon on the right side. In the pop-up dialog enter configuration details of your desired database - The help heading in the ribbon contains the following options: o Topics - This open the in-product documentation. o About - This button opens the About dialog to provide users general information Page 76

77 about their current installation of Content Matrix Console - Edition. o Check for Updates - This button checks with Metalogix to see if the current o o o o o o o o o o installation is the most recent version of Content Matrix Console - Edition. Please see the Automatic Upgrades page for more details. Update License - This button opens the Activate License Key dialog. Please see the Content Matrix Console - Edition Install guide for more details. Metalogix Academy - This button takes you to free Metalogix Academy online training Support Forum - This link opens to the Metalogix Support Forum. Contact Support - This link opens an to support@metalogix.com. Become a Fan on Facebook - This link opens to the Metalogix Facebook page. Follow us on Twitter - This link opens to the Metalogix Twitter account. Follow us on LinkedIn - This link opens to the LinkedIn page. Subscribe to our Blog - This link opens to the Metalogix Blog. Metalogix Replicator - This link opens information dialog with links to more information on our Metalogix Replicator. Metalogix StoragePoint - This link opens information dialog with links to more information on our Metalogix StoragePoint. Explorer Windows and Views The 's user interface uses an Explorer Control style window to navigate, view, and select the desired content for migration. The Explorer Control window is broken up into two separate tab options: Explorer View, and Browser view: Explorer View - This is an Explorer tree view of the servers that are connected to Content Matrix Console - Edition. The tree view lets users easily navigate to a mailbox or a folder of their choosing, and run actions on these servers or folders straight from the selected node. Browser View - The Browser view will display any selected node from the Explorer View in the format that it would appear in, if navigated to using a Web Browser, and is fully interactive. In the Explorer window there is also a Location bar. This bar will display the full location of the selected node (for that window). The Location bar can be copied to a clipboard for other use. This line will also work as a navigation link, and clicking on this link will open the selected location in a browser window, e.g. in case of an Exchange connection using the EWS connector clicking this link will navigate you to the respective folder or item in (Outlook Web Access) OWA. Both tabs contain its own set of options for viewing content and data. This page will review which the available options are for each tab. The filtering and sorting options are only available on the root connection nodes. Explorer View Tab The Explorer view tab allows users to navigate through their various connections using a tree view method. This allows users to navigate to, and select a desired mailbox under a specific connection. As the cursor is hovered over the items in the Explorer view, checkboxes appear next to the items allowing multi-select. There are a set of filtering options that are available to users in this tab, as well as a set of Page 77

78 ordering options. This allows users to display, sort, and filter all of their connections as desired. The Filtering options are broken up into three main parts: a text Filter value, Connections Filter, and Status Filter. Note: Any connections that are not visible when filtering is applied are not actually removed from Content Matrix Console - Edition, they are only hidden from the current view. Filter - This option consists of two parts, a text box field and a button to run the filter. Users can enter any desired text value in the filter text box (any text/number combination). After the value is entered users can either click the Enter key on the keyboard, or they can click the Filter button next to the filter text box to run the filter action. Only connections that contain the entered value will be displayed. Only a single text value filter can be used at a time. For example, if users only want to view connections that contain "2010" in the URL, they can enter "2010" in the Filter text box, and click the Filter button to the right of the text value. The filter will then be applied to all connections in that Explorer View tab, and only connections that contain a "2010" value will be displayed. To remove a text box filter, delete the filter value from the text box and re-run the filter action. Connections Filter ( ) - This is the second of the three main filtering options, and consists of a drop down option that is next to the text box filtering option (above). This drop down menu allows users to filter out connections from the Explorer View tab. In Content Matrix Console - Edition there are all available connections in this drop down menu. By default, all of these options are selected, meaning that all connection types are visible in the Explorer View tab. A check-mark will be listed beside each option in the drop down menu that is currently included and being displayed in the Explorer View tab. If one of these options is selected from the drop down menu, and a check-mark is no longer next to the connection type, that connection type will not be displayed in the Explorer View tab. Multiple options in the drop down menu can be selected, or deselected at a time. Status Filter ( ) - This is the last of the three main filtering options. This drop down menu option is next to the Connections Filter option (above). When this drop down menu is opened, it will display a list of various connection status options. A breakdown of these status types is below. o NotChecked Content Matrix Console - Edition has not tried to validate the connection yet. o Checking Content Matrix Console - Edition is currently trying to validate the connection. o Valid Content Matrix Console - Edition has tried to validate the connection, and has been successful. A connection has been established. o Invalid Content Matrix Console - Edition has tried to validate the connection, and has been unsuccessful. A connection has not been established. o Warning Content Matrix Console - Edition has tried to validate the connection, and has been successful. A connection has been established, however, a warning message has been given. By default all of the status types are selected in the drop down menu, so all status types will be visible in the Explorer View tab. A check-mark will be listed beside each option in the drop down menu that is currently included and being displayed in the Explorer View tab. If one of these options is selected from the drop down menu, and a check-mark is no longer next to the connection status, that status type will not be displayed in the Explorer View tab. Multiple Page 78

79 options in the drop down menu can be selected, or deselected at a time. Aside from the Filtering options there is also the ability to Sort the content. The Sorting option can be chosen from the Sort By drop down menu. All of the sort options are available in ascending order only. The available options are: Default - This is the default sorting action and will list all of the added connections in the order they were added to the Content Matrix Console - Edition Explorer View tab. Type - This sort type will list all of the visible connections by their Type. These are the same types that are listed in the Connections Filter drop down menu. Present connector nodes will be listed alphabetically. Url - This sort type will list all of the visible connections in alphabetical order of the URL. This ignores the " at the beginning of the URL and takes the remainder for ordering. Users can combine the various filter options with the desired sort method to display only a desired set of connections. Browser View Tab The Browser view will display any selected node from the Explorer View in the format that it would appear in, if navigated to using a Web Browser, and is fully interactive. Users can use this Browser View to navigate or work with their content, the same way they would through a normal web browser window. There are a few web browser buttons that are available in the Browser View tab for use when navigating the selected node through this view. The available options are: Back - This button navigates the browser view back to the previous page. Forward - This button navigates the browser view to the next page, if the user has already used the Back button. Stop - This button will stop the loading of any page that is being navigated to. Refresh - This button will refresh the current page. Page 79

80 Log Files has a live view of its logging. When starting an action, users have the ability to click Details>> in the progress dialog box, and they will be able to view the logs for the action, even while it is still running. The logs are fully searchable, and are based on SQL Compact Edition (SQL CE) file types. The log files are tied into Job files (.LST), and these files are limited to 4GB in size. ATTENTION: All logging in Content Matrix Console - Edition is done through jobs. If a job list is deleted from the Job List section, all logging for those actions will also be deleted. There is no backup for the job lists, unless the job is manually saved to another location by the user. Once a job list is deleted, all logging for the actions within that job list are gone. Content Matrix Console - Edition will automatically hold any job lists created through any copy actions, in the Job Lists section, and these job lists can only be deleted through the appropriate Delete commands. The job lists can also be manually selected and saved through the Job list section. The second type of job file, is a job list. A job list is a collection of job items, and can be selected in the Job List section. A Job list is created for each migration action that is made. Any "Copy" action/ job that is in the Job List section can be used as the base of an incremental copy job. Job items can be viewed in the Log Viewer, by opening a job list. There are three basic ways to open a job list to access the Log Viewer: Double-click on a job in the list. Select a job list, and click the View Log button in the Job List section of the toolbar. Select a job, right-click, and select View log for selected job. Page 80

81 From the Log Viewer users can select and view any job items that exist within that job list. Filtering is available through Show Log Items button on the left above the list view. In the dropdown options select the items to be displayed by their status - Failure, Different, Missing On Source, Missing On Target, Skipped, Warning, Completed. Note: Some a cti ons i n the Content Ma tri x Cons ol e - Ema i l Edi ti on ha ve the a bi l i ty to run Verbose Logging when they a re runni ng. Thi s opti on wi l l i ncrea s e the s i ze of the l og fi l e. Importing Job Files from XML This option allows users to import Jobs from an XML file. This option is mainly used for importing Job files from other instances Content Matrix Console - Edition so the logs can be viewed. Or it can be used for modifying a previously exported Job, and re-importing it back after some manual changes have been made. Note: If the XML file that is being imported contains the same ID value as an already existing Job, then the import will fail. To import an XML file to the Job List, users can do the following: 1. Have an XML file that is already set to be imported that uses a different ID value from any existing Jobs (this should only be an issue if the XML file was previously exported from Content Matrix Console - Edition). 2. In the Job List, select File > Import Jobs From Xml. 3. This will open a file browser window that can be used to navigate to, and select, the XML file for import. Select the desired file and click Open. 4. Content Matrix Console - Edition will attempt to import the Job file. If successful, the job will be listed in the Job List section, and can be viewed the same as any other Job. If unsuccessful, an error message will be given. Exporting Job Files as XML Logs in the Job List also can be exported/viewed as XML. To do this: Page 81

82 1. Select the desired job in the Job List section. 2. Right-click, and select Export selected job to xml. This will open the log file for the job as an XML file. The XML file will automatically open in whatever program is set as the default application for XML files, where it can be saved to any desired location. Log Item Details The Log Item Details window can be reached by a few different methods. These methods include: double-clicking on a job item in the Log Viewer, double-clicking an item in the Details section of an action, or as a right-click option in the Details of an action. Additionally logging information can be viewed about each job item in the Log Item Details dialog. Page 82

83 Time Started - Time when the specific action was started. Time Finished - Time when the specific action was finished. Operation - Lists the type of the last operation performed on the item. Status - Lists the status type of the item. This could be: completed, failed or warning. Item Name - For items this will display the Item ID. Data Migrated - Lists the number of mailboxes that were copied in the action. Source - Lists the Source URL for the item. Target - Lists the Target URL for the item. Information - Provides an information message about the item. This section will provide a description for any different and/or missing attributes/metadata for an item. Content Comparer tab - This option is used more if Verbose Logging has been checked. The window will display any differences for the Source and Target content (from a compare action), in the windows provided. Users have the option of viewing this information from Page 83

84 either a Grid view, which displays a metadata property grid for the item, or as a Text view, that displays a XML text format of the item. Details tab - Will provide a list, with details, of any errors that were encountered with the item when an action was performed. Copy - This will copy all of the item information and details (including the Details tab) into the systems clipboard, when it can then be pasted to another location. When pasted the information will look similar to that of the actual Log Item Details dialog. This can be used for easy copy/pasting of an items migration log details. Prev/Next buttons - Switches the Log Item Details to view a previous or next item on the list (if applicable). Close - This will close the Log Item Details dialog window. Copying the Logging for Jobs It is possible to copy the logging for job lists and job items to other applications. This can be beneficial if users are trying to keep track of copy or incremental information. Logging information can be copied from: selected items in a job list, the end result of a job list, or all items within a job list. Copying of logs for jobs can be done as often as necessary, as long as users are still able to view the job. The log information from the jobs will be copied as text, to the clipboard, and can then be pasted within any other application that allows text pasting. For example, if a copy action was made, the logging can be copied into a Word file, or into an excel spreadsheet, then saved. Then the next time a similar action is made, its logging can be added to the previous file. To copy the logging for a job list, follow the below steps: 1. Select a job from the Job List. 2. Right-click, and select Copy selected job to clipboard (alternately Ctrl+C can be used). 3. Open the desired target program (for example: Microsoft Word, Microsoft Excel, Notepad, etc.). Now paste the content into the application (Ctrl+V, or the paste command in the application itself). The logging for the Job list should now be pasted into the other application. It is important to note two things here. The first is that when copying the logging for a job list, only the end results of the total action will be copied. The logging for each action within the list must be copied separately. The second thing to note is that once the logging has been pasted, users are able to edit and manipulate the information the same way they can for any other text information. To copy the logging for job items, follow the below steps: 1. Select the desired job list or job item(s) that the logging is to be copied from, and open the job list to access the Log Viewer. 2. Select any job items that are to be copied. Single or multiple items can be selected in the Log Viewer. In order to copy the logging for the entire job, all job items in the Log Viewer must be selected. 3. When all of the desired items are selected, right-click on one of them, select Copy Log Items to Clipboard, and select to either copy them with, or without details. The Details are a set of extra columns that are added to the logging. These columns are typically: Details, SourceContent, and TargetContent. These columns do not always contain extra information. The default copy option (Ctrl+C) is to copy the logging without the Details. Page 84

85 Job List The Job List view can be opened or closed from the View > Show Jobs List option in the main toolbar. Jobs in Content Matrix Console - Edition can be managed from the Job List. In the Job List section Jobs can be selected individually, or multiple jobs can be selected with multiselect. Below is a quick breakdown of some of the options: File - This allows users to create, open, and save Job Lists, as well as directly connect to a Job database, or even import Jobs from an XML file. Users can also quickly access one of the last jobs to have been selected from a quick list at the bottom of the File drop down option. When a Job List is selected the Job List area will populate with any jobs that exist in the Job List, and users can run other operations on individual or multiple Jobs. Run Jobs - This option allows users to run any selected Jobs that exist in the Job List. Migrate Failed Items - Should job complete with some failed items (indicated in the Log Summary column of the job list) it is possible to re-run it over the failed items only and try to migrate them again; this function is available for -To- jobs Delete Jobs - This will Delete any Jobs that are selected in the current Job List. Export Excel - This option allows user to export selected job data to excel tables and charts. It is also possible to select multiple jobs and then click this option. Excel report will be created for the given jobs. It contains transparent charts and tables on log items, Page 85

86 operation counts, operation durations etc. View Log - This option will allow users to select and view Log files for any selected Jobs. A Log Viewer dialog box will open, and here users can filter and view any log files. For more information on this, please see the section on Log Files 80. Change Configuration - This option allows users to select a specific job in a Job List, and change the configuration of that job. The options for the configuration change will be different depending on the type of job that was created. Generate PowerShell Script - This option allows generating PowerShell scripts for any job in the job list, either completed, aborted or just saved. Script as an extensively customizable resource offers wide configuration and application options. Administrator can modify the script and tailor it to specific requirements, e.g. modify or filter users, create several jobs and then run them as a batch task. This feature can be especially useful for bigger migrations including 20,000 and more users. Such extensive tasks may be fragmented to several steps where first only users are migrated and only then the item migration follows. For more detailed information see the Generating PowerShell scripts section. Schedule task - This option allows user to create and add tasks to Windows Task Scheduler based on the job selected in the list view. Check the already scheduled tasks by clicking the Schedule Task / View Task Scheduler option. For more information on Windows Task Scheduler, see this link. Right-clicking on any of the Jobs in the Job List will also open some options for users. Most of these options will remain the same except for two new ones: Copy selected job to clipboard - This option allows users to copy the text from any selected job file to the clipboard, which can then be pasted into a word file or a spreadsheet. When a job list is selected, only the total or end result of the job will be given. Individual job file items must be selected and copied separately. For more information on this option, please see the Log File 80 section. Export selected job to xml - This option will open a log file 80 for a selected Job as an XML file. The XML file will automatically open in whatever program is set as the default application for XML files, where it can be saved to any desired location. View aggregate log for selected jobs - This option is only available if multiple jobs are select in the Job List. This option will open all of the logs for all of the selected Jobs in a single Log Viewer. This allows logs for multiple jobs to be reviewed in a single window. Please see the section on Log Files 80 for more information on this topic. Context menu Context menu works for every server node or mailbox in the Explorer view. Available menu options differ depending on the selected item - server or mailbox. Page 86

87 Server node context menu: Paste Mailboxes - this option starts the migration process with the selected node being the target; It is available only when "Copy Server/Copy Mailbox" option has been selected on any node/mailbox before Copy Server - selected node with all its mailboxes is copied for the migration process Disconnect - the connection to the selected server is canceled, i. e. the node disappears from the list Edit Connection - opens the Connect to... dialog where you can edit connection parameters for the given connection Refresh - refreshes the current view Show/Hide address - this option displays user address next to the default display name under the main node; this helps distinguish users with equal display names but different addresses Properties - opens read-only Node Properties window (see below) with node properties; It could provide detailed useful information for technical support team PST Search node context menu: (Available for connections in Content Matrix Console - Edition created via Search PST File 29 s feature) Search PST Files - (available also for individual computer nodes) click this option to look up Page 87

88 all PST files in the given domain/computer. The number of existing PST files appears in the brackets next to the given computer. Unfold the computer node to see and manage these PST files. Assign PST Owners - (available also for individual computer nodes) click this option to look up all PST files in the given domain/computer. The number of existing PST files appears in the brackets next to the given computer. Unfold the computer node to see and manage these PST files. Find Computers - click this option to list all computers from the domain Add Computers - click this option to add just specific computer existing in the domain Mailbox node context menu: Copy Mailbox(es) - selected mailbox(es) are copied for the migration process Load Mailbox Info - (for Exchange connections) if the number of mailbox items is not displayed, select this option and the number of mailbox items appears in the brackets next to the mailbox name Refresh - refreshes the current view Properties - opens read-only Properties window with mailbox properties; It could provide detailed useful information for technical support team NOTE: Multiselect for mailboxes is possible. Exporting Jobs to an Excel File Content Matrix Console - Edition has the ability to export a selected job or multiple jobs from the Job List 85 section into a Microsoft Excel file. The export will include all of the operations within each job (whether it is a migration action or some other action), and their details. This is to help users better understand their migration data and results, and provides another way to review the resulting logs. In addition to the log details that are provided, there are also a number of tables and charts that can be accessed in different tabs within the Excel file. These tables and charts will help breakdown the information in a more visible manner. The below directions will explain how to access and use this feature. 1. First, an action of some type (a migration action or some other type of action) must be run, in order to create a job in the job list section. 2. Next, select the desired job(s) to export from the Content Matrix Console - Edition Job List From here there are two options. Users can: a)select the Export Excel button at the top of the Job List 85 (next to the Delete Jobs button). b)right-click on the selected job(s) to open the context menu, and select the Export selected job to Excel option (under Export selected job to xml). 4. In either case the Save As explorer window will open. This allows users to navigate to, and select, the desired location to save the Excel file to. This also lets users determine the name for the exported excel file, however, a file name will be provided by default. Click Page 88

89 the Save button after the desired location and file name has been selected. 5. The excel file will be saved to the desired location and is ready for viewing. By default the excel file will open after it has been created. This process may take a few minutes depending on the size of the selected job(s) and the number of actions in the log(s). Explaining the Exported Excel File When an Excel file is exported from the Content Matrix Console - Edition Job List 85 there are a number of page tabs that can be viewed. Each page tab will display a different set of data, and some of these tabs will also display pivot graphs (with pivot tables behind them). NOTE: The data within all of these excel tabs (both the tables and the graphs) should only be considered a starting point when looking at your migration data. Users can modify the existing graphs through various methods, such as applying filters, changing the data values, etc. Users can also take the "raw" data from the LogItems tab and use it to create their own graphs or sets of data as required. Jobs - This tab will list all of the specific jobs that are included in the export. This includes migration jobs as well as other actions. LogItems - This tab will list all of the operations that have been run by Content Matrix Console - Edition and provide all of the logging details that are available in the Log Viewer and Log Item Details windows. Some examples of these operations are: copying documents, adding users, updating lists, etc. Page 89

90 Error Rates - This tab will display a graph that represents the number of errors and warnings that Content Matrix Console - Edition encounters during a migration on a "per minute" basis. The vertical axis will list the number of errors/warnings that are encountered (at the specified time), and the horizontal axis lists the amount of time (displayed in a "per minute" value). The horizontal axis can also be changed to display in month, day, or hour time values as well. Below the graph there is a table that will provide a different view of the same error/warning breakdown. Operation Counts - This tab will display a graph that represents the number of operations/ actions that are run over a period of time. Some examples of the operations that will be displayed are: copying mailbox, copying folder, copying user etc., and each operation will have its own line representation on the graph. The vertical axis will list the number of operations that are running (at the specified time), and the horizontal axis lists the amount of time (this is displayed in a "per minute" value). The horizontal axis can also be changed to display in month, day, or hour time values as well. Below the graph there is a table that will provide a different view of the same migration operation data. Page 90

91 Operation Duration - This tab contains a graph that displays the total duration of time for each operation/action type against the total migration time, and is potentially most confusing graph to read in the exported excel file. The vertical axis lists the total duration time for each action. This is determined by finding the difference between each operation/actions Time Started and Time Finished values, and then adding the totals together for all of that operation/actions of that type that are running. This is then displayed against the horizontal axis which lists the time (displayed in a "per minute" value) for the migration. The horizontal axis can also be changed to display in month, day, or hour time values as well. Below the graph there is a table that will provide a different view of the same migration data. An example of how to read this graph is: if at minute 25 (of the hour, not the 25 minute of the migration) a large number of small documents are copied and completed (all in the 25th minute), then at minute 25 in the graph there will likely be a spike in the "duration time" for the "Copying Document" operation/action. If each document was copied in 2 seconds, and there were 41 small documents, then the Sum of Duration value would be listed as 82 seconds (or 0:01:22). So the results in the graph would show a spike for the Copying Document operation/action and minute 25, with a value of 0:01:22. Page 91

92 Operation Throughput - This tab will display a graph that represents the amount of data/ throughput (in MB) that is migrated on a "per minute" basis. The vertical axis will list the amount of data that is being pushed through Content Matrix Console - Edition for a given operation (at the specified time), and the horizontal axis lists the time (displayed in a "per minute" value) that the action was performed at. The horizontal axis can also be changed to display in month, day, or hour time values as well. Below the graph there is a table that will provide a different view of the same throughput data. Page 92

93 Configuration In This Section Resource Utilization Settings 93 Automatic Updates 94 Configuring Proxy Settings 96 PowerShell Authentication 97 Generating PowerShell Scripts 103 PowerShell Command-let List 107 Resource Utilization Settings has the ability to manage its performance level through the Resource Utilization Setting. This type of management is also known as throttling, and is used for any migration action that is run with the Content Matrix Console - Edition. To access this feature go to the Content Matrix Console - Edition's ribbon and select Settings > Edit resource utilization setting. This will open a new window: This new window displays a slide bar, with Efficiency on the left-hand side, and Speed on the right-hand side. By default this value will be set in the center or the slide bar. This is the recommended setting for best performance and resource utilization (use of RAM, CPU and Network load) during a migration. If the slide bar is further to the left, the migration will run slower, but will have less chances of overloading the available resources and causing potential errors. If the slide bar is farther to the right, it with use more system resources, and can speed the migration up, but could cause some potential errors if the system resources cannot handle the data being migrated. There is a chance that if the speed is too high, you would actually see a slowdown in the overall migration, because the migration is trying to run actions faster than the resources properly allow. The actual values that are provided in the slide bar are determined by the systems resources (the system that has Content Matrix Console - Edition installed on it). A system with high resources will be able to run faster migrations, even if using the default setting (which is for the slide-bar to be in the middle), because it's overall available resources will be higher. This also Page 93

94 means that the Efficiency and Speed values will have a larger spread between them. A system that has low resources will run slower, simply because it doesn't have the resources to run at faster levels. Again, this also affects the default values for Efficiency and Speed, since these numbers will be lower, and have a smaller spread between them. Note: If the Efficiency is set to maximum (all the way to the left), the migration will run slower, but the "slowest" speed will be the same between systems with high and low resources. The "slowest" value between systems will always be the same, however, the "highest" value will be different based on the systems resources. Automatic Updates Content Matrix Console - Edition has the ability to automatically check with Metalogix (online) to see if there is a more recent version of the Content Matrix Console - Edition available for download. This gives users easier access to new builds, and provides a direct line to download and install the Content Matrix Console - Edition. Every time Content Matrix Console - Edition is started it will automatically check with the Metalogix website to see if there are any new updates, to help users ensure that they are working with the most recent build, with all the latest features and fixes that are available. This check requires that the system that the Content Matrix Console - Edition is installed on has internet access. While the Content Matrix Console - Edition will check every time it is opened, it is also possible to manually run the check. To do this go to the option in the toolbar, and select Check update. If the user is already running the latest build, the Check for Updates dialog will open, and the user will be informed that they already have the latest version installed. If there is a new build available for download the Download and Install Update dialog will open. Running the Automatic Update 1. When the Content Matrix Console - Edition runs a check for updates and finds a newer build available, users will be prompted to update with the Product update information dialog. Page 94

95 2. The available options in the Product update information dialog are: o Update - Select this option and click OK and Download to download the latest version. o Remind me later - Select this option to skip this dialog. A new version reminder appears when Content Matrix Console - Edition is started next time. o Skip this version - Select this option not to be notified of this version. Notifying dialog will appear only when a next new version is available. o Turn off automatic updating - Select this option to disable the automatic update check. However, new versions can still be checked manually from the ribbon menu by clicking > Check for Updates. NOTE: In case your maintenance license has expired already, you will not be eligible to install the new version. Should you still wish to update, click the Metalogix sales link to contact Metalogix sales department. 3. If the Update option is selected the Download and Install Update dialog will open. 4. Click the Download button. This will allow users to directly download the latest build to their current machine. The progress of the download will be displayed in the Download progress bar. NOTE: If users are accessing the internet through a proxy server the here link can be clicked to open the proxy configuration dialog. 5. Once the download is complete, click OK to continue. 6. The Download and Install Update dialog will still be open, but the Download button will be replaced with the Install button. Page 95

96 Users will have the option to install the new build directly from here by clicking the Install button. If users are continuing the installation process directly from this dialog, then the Content Matrix Console - Edition console will close itself down, so the install process can be run. 7. Users can step through the installation process. 8. When the install is complete, users can start Content Matrix Console - Edition and continue with their migrations. Configuring Proxy Settings In most cases Content Matrix Console - Edition can automatically authenticate license keys through an environment's proxy setting, however, in some cases the proxy may need to be configured within the Content Matrix Console - Edition. In these cases users can specify the proxy settings via the connecting dialog. This section will review how to set the proxy settings for these special cases. 1. Click the Set proxy link in the Activate License Key dialog, next to the Online Activation option. In the pop-up dialog check the Enable proxy check-box. 2. Enter the Server name and Port for the proxy. This text box allows users to specify the specific server name or IP for the proxy, and the specific port the proxy can be set in. Page 96

97 3. Next, specify the credentials to use. The credentials of the current user will be selected by default (the Window authentication credentials), and the Domain/username is displayed beside the first radio button option. Alternatively, users can specify alternate credentials by clicking the Different user radio button, and entering an alternate username and password. 4. Once the proxy options are set (if there are any) select Set to return to the previous dialog. The proxy configuration should be complete and users should be able to authenticate their license key through this proxy. PowerShell Authentication When configuring Exchange Server connection (see Connecting to Exchange (including Office 365) 25 ), administrator can select from various types of PowerShell authentication. Each of this types is suitable for different scenarios and offer some advantages. The following lines analyze PowerShell authentication options in respect to possible scenarios. Page 97

98 The PowerShell auth drop-box allows you to select the authentication that's right for you. The most commonly used authentication types are the following: o Kerberos - recommended when Exchange Server is in the same domain as Content Matrix Console - Edition; for this type of authentication the Exchange Server must be specified by server name (not the IP address) o Basic - recommended when Exchange Server is in different domain than Content Matrix Console - Edition; the basic authentication must be enabled for PowerShell Web Service on the target Exchange Server o Default - will try to use Kerberos or Negotiate authentication mechanism o Negotiate - Windows authentication must be enabled for PowerShell Web Service on the Exchange Server Page 98

99 Possible scenarios Content Matrix Console - Edition machine is within the Exchange Server domain Default, Kerberos these PowerShell authentication mechanisms should work by default other authentication mechanisms should work with specific configuration settings on the client and target machine: I. On client machine (i.e. Content Matrix Console - Edition machine), the destination (i.e. Exchange Server) must be added to the trusted host using WinRM : To do so, go to gpedit.msc / Administrative Templates / Windows Compoments / Windows Remote management (WinRT) / WinRM Client. a) Allow unencrypted traffic if needed (this enables http) b) Trust the remote machine - Trusted Hosts - Enabled Enable Trusted Hosts and add computer to TrustedHostsList (e.g. "*.<DomainName>.local" will add all computers of the domain). or execute commands: winrm set winrm set To verify WinRM configuration: winrm get winrm/config or PowerShell commands: Set-Item WSman:\localhost\client\TrustedHosts * Set-Item WSman:\localhost\client\AllowUnencrypted true To verify WinRM configuration: Get-Item WSman:\localhost\Client\* Page 99

100 Important note: If you are still getting connection error Connecting to remote server failed with the following error message: "The WinRM client cannot process the request. Unencrypted traffic is currently disabled in the client configuration. Change the client configuration and try the request again. For more information, see the about_ Remote_Troubleshooting topic." Check your settings using command winrm get winrm/config and use winrm commands to configure these setting (gpedit.msc sometimes fails to set the properties). To test connection, run the following command from the client computer: winrm identify -r: -auth:basic -u:username -p:password encoding:utf-8 or PowerShell command: Test-WSMan servername -Authentication basic Credential Get-Credential II. On target machine allow WinRM to accept remote connection by executing this command winrm quickconfig then select y (YES) or PowerShell command Set-WSManQuickConfig force then restart WinRm service restart-service winrm NOTE: If Kerberos authentication is used, Exchange Server should be specified by server name (not the IP address). If IP address is specified, Content Matrix Console - Edition tries to translate it to server name. Content Matrix Console - Edition machine is outside the Exchange Server domain Kerberos - cannot be used other authentication mechanisms - must be configured on the client (Content Matrix Console - Edition) and target (Exchange Server) machine Page 100

101 Example - Basic authentication configuration I. You need to configure WinRM on the client. Go to gpedit.msc / Computer Configuration / Administrative Templates / Windows Compoments / Windows Remote management (WinRT) / WinRM Client. 1. Allow Basic authentication 2. Enable "Allow unencrypted traffic" if needed (this enables http) 3. Enable "Trusted Host" for the remote machine Enable Trusted Hosts and add computer to TrustedHostsList (e.g. "*.<DomainName>.local" will add all computers of the domain). or execute commands: winrm set winrm set winrm set To verify WinRM configuration: winrm get winrm/config or PowerShell commands: Set-Item WSman:\localhost\client\TrustedHosts * Set-Item WSman:\localhost\client\AllowUnencrypted true Set-Item WSman:\localhost\client\Auth\Basic true To verify WinRM configuration: Get-Item WSman:\localhost\Client\* Get-Item WSman:\localhost\Client\Auth\* Important note: If you are still getting connection error Connecting to remote server failed with the following error message: "The WinRM client cannot process the request. Unencrypted traffic is currently disabled in the client configuration. Change the client configuration and try the request again. For more information, see the about_ Remote_Troubleshooting Page 101

102 topic." Check your settings using command winrm get winrm/config and use winrm commands to configure these setting (gpedit.msc sometimes fails to set the properties). To test connection, run following command from client computer: winrm identify -r: -auth:basic -u:username -p:password encoding:utf-8 or PowerShell command: Test-WSMan servername -Authentication basic Credential Get-Credential II. Configuration on the server: 1. Optional: If you want to allow unencrypted traffic, go to IIS Manager / <ServerName> / Sites / Default Web Site / PowerShell / SSL Settings and uncheck Require SSL option. 2. Under IIS Manager / <ServerName> / Sites / Default Web Site / PowerShell / Authentication enable Basic Authentication. Page 102

103 3. Allow WinRM to accept remote connection by executing this command: winrm quickconfig then select y (YES) or PowerShell command Set-WSManQuickConfig force then restart WinRm service restart-service winrm 4. Restart IIS by using the command iisreset Generating PowerShell Scripts Content Matrix Console - Edition has the ability to generate PowerShell scripts, which can then be used to migrate your content through the PowerShell command window. Content Matrix Console - Edition can use a job list or batch file to create a PowerShell script, and this script can then be run from the PowerShell console. This means that anything users can do through the Content Matrix Console - Edition's User Interface (UI) can also be done though PowerShell, adding all of PowerShell's capabilities to a migration. When Content Matrix Console - Edition is installed an Content Matrix Console - Edition Console is installed under the same Start menu folder location. When this PowerShell console is used it will already have two snap-ins installed. It can be accessed from the Start menu at: Metalogix > Content Matrix Console > Edition Console > Edition PowerShell Console (as seen below). Page 103

104 Using PowerShell In order to create a PowerShell script for the Content Matrix Console - Edition a job must first exist in the Job List section In the main UI, go down to the Job List section and select a job (or jobs) that you want to run in PowerShell. 2. Click the Generate PowerShell Script button in the Job List's tool bar, or right-click on one of the items and select Generate PowerShell Script from the context menu. This will open a drop down menu that allows users to select between two user based PowerShell script generation options. These option are: For Current User and Machine - This option will generate a PowerShell script based on the currently logged in User account. Any PowerShell scripts that are generated from this option can only be run by the logged in user (on the machine they were generated on). This is the most likely scenario. Page 104

105 For Current Machine - This option will generate a PowerShell script that can be used by any User account on the machine they are created on. For Certificate - This function is not implemented. Once the PS script generation type is selected, Content Matrix Console - Edition will generate a PS script for the select Job, which will be written out to a Microsoft Notepad file. If multiple jobs are selected they will all be written out, into the same file. 3. A Notepad file will open containing the PowerShell script for any selected job(s). This file can now be saved as a PowerShell script file. To do this click File > Save As... and select any desired save location for the PowerShell script. Give the file any name you want, but change the file type to.ps1. Page 105

106 In the PowerShell (PS) script itself you may notice five sections (see the image above). They are: Section 1 - This first section at the top (starting with an "if" statement) runs a check in the PowerShell console to make sure that the Metalogix snappins have been added. If they are not found then it will add them to that instance of the PS console. Load Configuration settings - This section will find and load all of the Content Matrix Console - Edition client application configuration settings into the PowerShell script. These are the client application's environmental settings and not the migration settings. Load source - This section will load all of the data for the source environment connection. Load target - Similar to the previous section, this will load target environment's connection information. Run the action - Last is the "Run the action" section. This last section will contain all of the other data for the migration, such as the type of migration and all of the settings and configurations for the migration that is being run. This includes things like settings for versions, content types, permissions, etc. 4. Open the Content Matrix Console - Edition Console shortcut (Start > Metalogix > Content Matrix Console > Edition > Edition PowerShell Console), for the PowerShell window with the Metalogix snap-ins already installed. 5. In the PowerShell window you can set yourself to act from any desired directory. In some cases users will set themselves to the same directory that contains their PowerShell scripts. Now enter the name and extension of the PowerShell Script (at its specified location), and the script will run. In the case that you are running a script from the same directory you would use the format:. \[ScriptName].ps1. So if your PowerShell script was named "ResourceScript.ps1" then you would enter:.\resourcescript.ps1 into the window, and the script would run. In the case that the script is in a different directory, you would enter the location of that directory relative to your current location, followed by the script name. For example, if your prompt is at Page 106

107 the "C:\" drive and your PowerShell script, named "ResourceScript.ps1" is on the desktop you would enter: C:\Users\[User]\Desktop\ResourceScript.ps1, and the script would run. NOTE: In some cases the Execution Policy may prevent you from executing a PowerShell script. In this case you will likely see the message: [Script].ps1 cannot be loaded because the execution of scripts is disabled on this system. Please see "get-help about_signing" for more details. In this case, running the command: set-executionpolicy RemoteSigned should change the existing script policy to allow you to run these scripts for your location. It is advised that you check with your System Administrators before doing this to ensure that no Company Policies are being broken by this action. If this is an action you need to take, you should only need to run this command once. 6. The migration will begin, and any warnings and/or errors that are encountered in running the script will be displayed in the PowerShell window. Once the migration has run, migration summary is displayed in the PowerShell window. You can also refresh the Job list to see the given job updated. For more information on Content Matrix Console - Edition's PowerShell cmdlets please see the PowerShell Command-Let List page for details. PowerShell Command-let List Content Matrix Console - Edition has the ability to generate PowerShell script for you, for any migration action that is available through it (see the Generating PowerShell Scripts 103 section). The below cmdlets are used in the generated PowerShell script, but they can also be used to write your own script, should you desire to do so. For more information on each cmdlet, simply type "get-help [cmdlet]." For example, if you want more information on Copy- MailboxToServer cmdlet you would enter "get-help Copy- MailboxToServer, followed by the Enter (return) key. Below is a list of the available cmdlets (and their parameters), broken up into the available commands for each snap-in: To commands Copy- Server o o o o o o o Page 107 CopyFolders - Defines whether to copy folders. CopyItems - Defines whether to copy items. CreateMissingMailbox - Defines whether to create missing mailbox. PasswordLength - Defines desired password length for created password. CopyUserPhoto - Defines whether to copy user photo. CopyInboxRules - Defines whether to copy Inbox rules. FilterOptions - Defines filter rules: item creation date, item size, message class.

108 o EnableInPlaceArchive - Defines whether to enable in place archive only Exchange 2013 and Office365. o CreatePublicFolderMailboxForEachMailEnabledPublicFolder - Defines whether to create public folder mailbox for each mail enabled public folder only Exchange 2013 and Office365. Copy- MailboxToServer o CopyFolders - Defines whether to copy folders. o CopyItems - Defines whether to copy items. o CreateMissingMailbox - Defines whether to create missing mailbox. o PasswordLength - Defines desired password length for created password. o CopyUserPhoto - Defines whether to copy user photo. o CopyInboxRules - Defines whether to copy Inbox rules. o FilterOptions - Defines filter rules: item creation date, item size, message class. o EnableInPlaceArchive - Defines whether to enable in place archive only Exchange 2013 and Office365. o CreatePublicFolderMailboxForEachMailEnabledPublicFolder - Defines whether to create public folder mailbox for each mail enabled public folder only Exchange 2013 and Office365. Page 108

109 Troubleshooting In This Section 32-bit Outlook on 64-bit system 109 Failed event at migrating to Exchange Server 109 Failed Item Remigration 111 Unreadable console display 112 Create Mailbox was not successful 113 Message exceeds the maximum supported size 113 Impersonation on Exchange Server 2013 and Office 365 Object was not found in the store 116 Uncheck "Use Fast Transfer" option 116 Changing the size in IIS Manager 118 Performance 119 Automated migration bit Outlook on 64-bit system ISSUE I have 32-bit Outlook on 64-bit system. I use MAPI connection to Exchange Server. SOLUTION It is always recommended to use 64-bit Outlook with 64-bit systems. However, if for some reason the 32-bit Outlook is required, migration has to be performed by 32-bit Content Matrix Console Edition. It is installed automatically on 64-bit systems alongside the main Content Matrix Console - Edition application (64-bit). As the main Content Matrix Console - Edition application, it is launched from the Start menu. NOTE: The bitness of the running Content Matrix Console - Edition can be checked also in the console header. Failed event at migrating to Exchange Server ISSUE When migrating to Exchange Server the action details dialog displays the following error: A) Exception thrown: Mailbox was not found on target environment. Check if mailbox exists on target Exchange. Page 109

110 B) Exception thrown: Create mailbox on target environment was not successful. "Failed to copy mailbox" (1st row) and "failed to create mailbox" (2nd row) errors in action details dialog SOLUTION Let's assume that the Create missing mailbox option has been checked and consequently the Password length has been set. The possible cause of the failure can be the password length not complying with the password policy settings. For instance, the set password length is too small. To check the actual password policy settings, go to Start/Run, enter "Group Policy" and open Edit Group Policy. Then go to Computer Configuration/Windows Settings/Security Settings/Account Policies/Password Policy. NOTE: Page 110 For more information on accessing Password Policy, see the following article:

111 NOTE: For more information on Create missing mailbox and Password length options of Content Matrix Console - Edition, see the Exchange to Exchange 46 section. Failed Item Remigration ISSUE -To- migration finished with failures - some items have not been migrated. It is indicated in the Job list under Log Summary column. SOLUTION Try remigrating quickly only the failed items. Simply right click the job in question and from the context menu select Migrate Failed Items option. This action is available only for -To- migration jobs. Page 111

112 NOTE: In case of -To- migration with Exchange Server 2013 all items are migrated to primary mailbox and not to the archive mailbox even if such setting has been specified for the original job. Unreadable console display ISSUE Content Matrix Console - Edition console does not display correctly. SOLUTION Your computer's display text size must be set to 100% (default) option. This settings can be found under Control Panel / Display. Page 112

113 Create Mailbox was not successful ISSUE At migrating to Exchange 2013 or Office 365 the log file contains the following exception: Exception thrown: Create Mailbox was not successful! SOLUTION In Exchange 2013 and Office 365 it takes approximately 15 minutes until a mailbox is provisioned and accessible. Due to this delay Content Matrix Console - Edition cannot access the newly created mailbox immediately as it would be necessary for the uninterrupted migration procedure. To resolve the issue, please wait 15 minutes and run the migration again. Message exceeds the maximum supported size ISSUE At migrating to Exchange 2013 or Office 365 the log file contains the following exception: Exception thrown: The message exceeds the maximum supported size. SOLUTION Page 113

114 The size limit is related to the Exchange environment settings and not to the Content Matrix Console - Edition itself. Two basic situations are possible: v On-premise target Exchange Server Your target Exchange Server size limits are to strict and do not allow importing of bigger messages/attachments that are present on your source system. All you need to do is resetting the limits to the required size. For more information about size limits and their configuration please visit the following link: Office 365 Your Office 365 organization has its own size limits defined. It is not possible to modify most of them, but you and your users should be aware of them. In case messages/attachments in your source system exceed these limits, you'll not be able to import them. For more information please visit the following link: v Impersonation on Exchange Server 2013 and Office 365 When migrating from/to Exchange Server using EWS connection, the migrating user (<serviceaccountname>) must be assigned ApplicationImpersonation role. This topic describes how to assign this role to the migration user on different Exchange Servers. Exchange 2013 and Office Using Exchange Control Panel (ECP) Impersonation can be either added to an existing role group or a new role group with impersonation role can be created. Both possibilities are described below. 1.a Add impersonation to the existing role group as follows: Log into ECP -> click Permissions -> click Admin roles -> double-click the Discovery Management and add the desired user to Members Page 114

115 1.b Create new role group: Log into ECP -> click Permissions -> click Admin roles -> click the + (NEW) for adding a new role -> in the pop-up enter "ApplicationImpersonation" as the name, add ApplicationImpersonation role, add the desired user(s) 2. Using PowerShell Impersonation can be either added to an existing role group or a new role group with impersonation role can be created. Both possibilities are described below. 2.a Add impersonation to the existing role group: New-ManagementRoleAssignment -SecurityGroup "Discovery Management" -Role "ApplicationImpersonation" 2.b Create new role group: New-RoleGroup -Name "Impersonation" -Roles "ApplicationImpersonation" -Members administrator Page 115

116 Exchange 2010 New-ManagementRoleAssignment -Name ApplicationImpersonationRole -Role ApplicationImpersonation -User <serviceaccountname> Exchange 2007 Get-ExchangeServer where {$_.IsClientAccessServer -eq $TRUE} ForEach-Object {AddADPermission -Identity $_.distinguishedname -User (Get-User -Identity <serviceaccountname> select-object).identity -extendedright ms-exch-epi-impersonation} Get-MailboxDatabase ForEach-Object {Add-ADPermission -Identity $_.DistinguishedName -User <serviceaccountname> -ExtendedRights ms-exch-epi-may-impersonate} Object was not found in the store ISSUE I get the following error message: Exception Thrown: Object was not found in the store. SOLUTION User has no full permission over mailbox. Add full permission to the user and try again. Uncheck "Use Fast Transfer" option ISSUE When I attempt migration, the following error message is displayed: Source server binary data format and target server binary data format do not match! Please uncheck "Use Fast Transfer" on source or target server in connection dialog when connecting to Exchange Server. How do I uncheck Use Fast Transfer option that has been set when the connection was established? Page 116

117 SOLUTION This message is displayed when Use Fast Transfer option is check for the source connector but not for the target connector. All you need to do is to: - uncheck the Use Fast Transfer option on the source connector or - check the Use Fast Transfer option on the target connector Reopen the connection configuration dialog for the given connector and change the connector settings. You just need to right-click the respective Exchange connector and select the Edit Connection option. Then in the uncheck the Use Fast Transfer option. Page 117

118 Changing the size in IIS Manager ISSUE When migrating Exchange Server 2010 to Office 365 I got the following error message in the log: The request Failed with HTTP - status 413. Request entity too long. SOLUTION This behavior is caused by IIS Manager setting restricting the size of files by default to This has to be increased manually to at least To do so, follow the next steps: 1. Open Internet Information Services Manager. 2. Unfold the tree down to <SeverNode> / Sites / Default Website / EWS. Page 118

119 3. In the main pane double-click the Configuration Editor. 4. In the Section drop-down select system.webserver/serverruntime. 5. Change the uploadreadaheadsize default setting to at least Then click Apply. Performance ISSUE What can I do to speed up the migration process when targeting Office 365? SOLUTION The whole range of speed-related factors can be split into three categories: A) source system characteristics B) migration system configuration C) target system limitation Let's go through them one by one and explore the ways of getting the best performance possible. A) Source System Characteristics Your upstream bandwidth, internal network properties, workstation speed and available memory are key features influencing the migration speed. Therefore at the first place you need to ensure that the workstation and related connections are Page 119

120 as fast as possible. The size of user s mailboxes and the number of messages in them also affects performance. To a certain extent, this can be optimized for migration by system configuration as specified below. Important: Anti-virus should be disabled, otherwise it scans every message passing through the system and slowing down the migration. B) Migration System Configuration The key term for system configuration is simultaneity. Obtaining optimal performance can be achieved by: migrating multiple mailboxes at once Migrating one user (if the rate is limited for that user) can often take as long as migrating ten users. It is therefore advisable to migrate as many users as possible simultaneously. Also consider that migrating too many small items will take longer than migrating fewer bigger items although both having the same size. The number of users that can be migrated simultaneously can vary depending on the network throughput. If bandwidth is high, then migrating many simultaneous users is highly recommended. Suggested limit is users migrated at once. More simultaneous users may not contribute to speed increase due to workstation limitations. running migration from multiple machines To speed-up the migration even more, it's advisable to set up multiple migration workstation. Each can then process multiple mailboxes simultaneously. Another benefit of running multiple instances of Content Matrix Console on different machines is dividing the CPU and memory load across these workstations. C) Target System Limitation As Microsoft observed, mailbox to mailbox migration speed to Office 365 is between GB/ hr. The reason is connection being throttled. In order to mitigate this limitation we suggest to configure multiple Office 365 connections using different admin accounts and distribute load across those connections. The same limitation applies in case of Exchange Server 2010 and Exchange Server 2013 if throttling is not disabled. Automated migration QUESTION How can I automate migration of multiple users? Page 120

121 ANSWER Content Matrix Console - Edition supports PowerShell scripting that can be used for the automation To create a PowerShell script that can be used for the automation you have to create a template job you ll generate the script from. Follow the steps below to create the template job and script. If you ve already performed a mailbox to mailbox migration you can generate the script from such job. 1. Select the source mailbox and click Copy. 2. Select the target mailbox and click Paste. The source and target name should match. 3. Configure the job parameters. 4. Click Save. A new job is created in the Job list upon clicking Save. 5. Select the newly created job. 6. From Job list menu select Generate PowerShell Script / For Current User and Machine. 7. New Notepad window containing a PowerShell script opens. 8. Add following line to the very beginning of the script. param([parameter(mandatory=$true)][string]$user) 9. Replace all occurrences of the mailbox name you ve generated the script for with $User a. There should 4 replacements done 2 on the line starting $SourceCollection = NewMetalogixSerializableObjectCollection and 2 on the line starting $TargetCollection = New-MetalogixSerializableObjectCollection 10.Add following line to the very end of the script: exit 11.To suppress messages written to console you can add -quiet switch to the end of the line starting $SourceCollection Copy12.Save the file as a.ps1 file to the location of your choice. We ll use migrate.ps1 in examples below. Page 121