8.7 Resource Kit User Guide
2011 Quest Software, Inc. ALL RIGHTS RESERVED. This document contains proprietary information protected by copyright. The software described in this document is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser s personal use without the written permission of Quest Software, Inc. If you have any questions regarding your potential use of this material, contact: Quest Software World Headquarters LEGAL Dept 5 Polaris Way Aliso Viejo, CA 92656 www.quest.com Email: legal@quest.com Refer to our website for regional and international office information. TRADEMARKS Quest, Quest Software, the Quest Software logo are trademarks and registered trademarks of Quest Software, Inc in the United States of America and other countries. For a complete list of Quest Software's trademarks, please see http://www.quest.com/legal/trademark-information.aspx. Other trademarks and registered trademarks are property of their respective owners. DISCLAIMER The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST'S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document. Quest Migration Manager for Exchange Resource Kit Updated February 18, 2011 Software version 8.7
CONTENTS About This Guide... 3 Overview... 3 Conventions... 3 Introduction... 4 About Service File Viewer... 4 About Migration Configuration Analyzer... 4 Related Components... 4 Installing the Resource Kit... 4 Service File Viewer... 5 Overview... 5 Usage... 5 Starting the Service File Viewer... 5 Command-Line Parameters... 5 Connecting to a Server... 6 Service File Viewer Interface... 6 Additional Service File Viewer Features... 9 Migration Configuration Analyzer... 10 Overview... 10 Usage... 10 About Quest Software, Inc.... 13 Contacting Quest Software... 13 Contacting Quest Support... 13 Third Party Contributions... 14 Boost 1.0 License Agreement... 14 Loki 0.1.4 License Agreement... 14 Loki 0.1.6 License Agreement... 15 ZLib 1.1.4 License Agreement... 15 i
User Guide About This Guide Overview The document describes the functionality of the utilities included in the Migration Manager for Exchange Resource Kit. It is intended for network administrators, consultants, analysts, and any other IT professionals using the product. Conventions In order to help you get the most out of this guide, we have used specific formatting conventions. These conventions apply to procedures, icons, keystrokes and crossreferences. ELEMENT Select Bolded text Italic text Bold Italic text Blue text CONVENTION This word refers to actions such as choosing or highlighting various interface elements, such as files and radio buttons. Interface elements that appear in Quest products, such as menus and commands. Used for comments. Introduces a series of procedures. Indicates a cross-reference. When viewed in Adobe Acrobat, this format can be used as a hyperlink. Used to highlight additional information pertinent to the process being described. Used to provide Best Practice information. A best practice details the recommended course of action for the best result. Used to highlight processes that should be performed with care. + A plus sign between two keystrokes means that you must press them at the same time. A pipe sign between elements means that you must select the elements in that particular sequence. 3
Quest Migration Manager for Exchange Resource Kit 8.7 Introduction The Quest Migration Manager for Exchange Resource Kit contains the Service File Viewer and the Migration Configuration Analyzer utilities that are helpful during Exchange migration. About Service File Viewer The Service File Viewer helps you get information about the service files created by the agents. The utility is used for troubleshooting when PRV or PUB service files are lost due to network or server problems. About Migration Configuration Analyzer The Migration Configuration Analyzer helps you check several system requirements and access rights automatically. The utility can create a detailed report on check result. Related Components The following utilities are no longer a part of the Resource Kit but are also helpful during migration: Active Directory Cleanup Utility (ADCleanup) This utility cleans up the auxiliary attributes used by the Directory Synchronization Agent (DSA) and additional SMTP proxy addresses that were used for mail redirection. This utility can be obtained from the Migration Manager for Active Directory download page at http://www.quest.com/2_0/registration.aspx?requestdefid=7947. Client Profile Updating Utility (EMWProf) and EMWProf Configuration Wizard The EMWProf utility and its configuration wizard are now provided in a separate setup of their own. The setup is available from the Migration Manager installation CD and from the download page at http://www.quest.com/2_0/registration.aspx?requestdefid=7948. Installing the Resource Kit The Resource Kit should be installed separately after Migration Manager for Exchange is installed. By default the Resource Kit is installed to the %Program Files%\Quest Software\Migration Manager\Exchange Data\Resource Kit folder. 4
User Guide Service File Viewer Overview The Service File Viewer helps you get information about the service files created by the agents. If any PRV or PUB service files are lost due to network or server problems, an administrator can use this utility to determine a PRV or PUB file s destination in order to locate the file manually. PRV files are used for mailbox synchronization; PUB files are used for public folder synchronization. The PRV and PUB files contain the service information and the mailbox or public folder data (compressed PST files). For more information about PST files and their use, please see the Mailbox Synchronization and Public Folder Synchronization sections of the Migration Manager for Exchange User Guide. The Service File Viewer also helps you start, stop, and restart the transmission agents; provides information on the transmission agents services; and allows you to view the transmission agents log files. Usage Starting the Service File Viewer The Service File Viewer can be started from the Start menu or from Project Manager. You can also start the utility by running the EMWViewer.exe file installed in the %Program Files%\Quest Software\Migration Manager\Exchange Data\Resource Kit folder. Command-Line Parameters The utility can be run with the following command-line parameters: EMWViewer.exe [/file:<filename>] [/y] [/?] Where: [/file:<filename>] Specifies the path to the text file containing names of the servers that the utility will offer to connect to [/y] Suppresses the dialog prompting you to connect to servers listed in the text file [/?] Provides help information for command-line mode 5
Quest Migration Manager for Exchange Resource Kit 8.7 Connecting to a Server After the Service File Viewer is started, you need to connect to a server where the agents are installed. To connect to a server, click Connect to Server in the File menu. Type the name of the server. To open connections to all servers that are engaged in mailbox or public folder synchronization jobs with the server you are connecting to, select the Connect to all corresponding servers check box. Service File Viewer Interface Service file information is organized in an interface similar to Windows Explorer, as shown below: Left Pane The left pane displays the Transmission Agent root node and a management tree for the servers involved in the synchronization jobs. Under each server node are Incoming and Outgoing folders. Each folder contains subfolders corresponding to servers that take part in the same synchronization jobs as the node server. All service files that are created by the source agents on the server are located in the destination server s subfolder of the Outgoing folder. The incoming service files are put to the folders corresponding to their source servers. 6
User Guide Right Pane If the Transmission Agent root node is selected in the left pane, as illustrated above, the right pane displays information about the services of the transmission agents installed on the servers. The information includes service status, service priority, service startup type, account under which the service logs on to the server (Services Log On As), and paths to the transmission agents executable files. If a server is selected in the left pane, as shown below, the list of service files is represented as a table in the right pane. The table displays service file information, including Source Object (which for PRV files is the distinguished name of the source mailbox and for PUB files is the path to the source public folder for PUB files) and Associated information (which for PRV files is the full path to the target server mailbox store and for PUB files is the pair of public folders engaged in synchronization). Stopping or Starting Transmission Agents To start, stop, or restart the transmission agent on the server, or to view the agent s log file or refresh the agent s status, right-click the server in the management tree, point to Transmission Agent, and select the appropriate command on the shortcut menu. Restoring Files from the Archive To restore the PST files archived by the Mail Target Agent or the Public Folder Target Agent, select the files to be restored from the archive in the right pane and select the Restore Files from Archive command from the File menu. You should restore PST files from the archive only after you have determined and rectified the reason why the agent could not process them. 7
Quest Migration Manager for Exchange Resource Kit 8.7 Viewing Service File Properties To view the service file properties, either right-click the file in the table and select Service File Properties from the shortcut menu, or double-click the file in the table. The following screen is displayed: The window shows the service file information and the information that will be used by the target agents, as explained below. If the service file contains a compressed PST file, a bar chart for the PST file compression rate and the PST file information will also be displayed. Service File Information Each service file contains the following information: File type Displays the PRV or PUB file type, which is one of the following: Private Information Store mail data a PRV service file that contains a PST file Private Information Store service information only a PRV service file that does not contain a PST file Public Information Store mail data. a PUB service file that contains a PST file Public Information Store service information only a PUB service file that does not contain a PST file 8
User Guide Current status Displays the current status of the service file, which will be one of the following: Waiting in the Transmission Agent s queue Waiting in the target agent's queue File is being copied File is being processed by the target agent Information Used by the Target Agents The following information is used by the Mail Target Agents and Public Folder Target Agents when they extract data from the PST container: Source object For PRV files, the box displays the distinguished name of the source mailbox. For PUB files, it displays the path to the source public folder. Associated information For PRV files, the box displays the full path to the target server mailbox store. For PUB files, the box displays the pair of public folders engaged in synchronization. Collection Displays whether the synchronization job processes only mailbox collections with the specified priority or all mailboxes. Creation time Displays service file s creation time. Additional Service File Viewer Features With Service File Viewer utility, you can also do the following: Extract a PST files from a service file (PRV or PUB). A PST file can be extracted from its container (PRV or PUB file) and viewed using Microsoft Outlook. To extract a PST file, right-click the appropriate service file in the table, click Extract PST file, and save the file. The PST file can be opened in Microsoft Outlook. Note that the folder names in the PST files are stored in a hexadecimal format in order to support non-english characters. Therefore, when you open a PST file in Microsoft Outlook, folder names will be represented with hexadecimal values. However, after the synchronization is over, localized folder names will be displayed in their original language. Delete service files. To delete service files, select the appropriate check boxes in the list, right-click any of the selected files, and click Delete selected files. Display the folders that contain service files. To open the folder containing service files in Windows Explorer, right-click the node you want to open, and click Open in Windows Explorer. 9
Quest Migration Manager for Exchange Resource Kit 8.7 Migration Configuration Analyzer Overview You can use Migration Configuration Analyzer shipped within Quest Migration Manager Resource Kit to check several system requirements and access rights automatically and to create a detailed report on check result. The current version of this tool allows you to automatically perform the most operation-critical checks (listed in the Usage section below); when automatic check is successfully completed, the rest of requirements must be checked manually. Migration Configuration Analyzer works as follows: 1. When started, it connects to the current migration project specified in the console (if there is no open project, the Open Project Wizard will be launched) and displays the list of Exchange organizations currently added to that project. 2. Then you can select the source and target objects (servers or administrative groups or whole organizations) to be checked, and start scanning. 3. When the scan completes, you will get a report showing scan results for each server check so that you could find out what components do not meet the requirements. After appropriate measures are taken, you can repeat the scan. Reports on configuration checks are stored as XML files in the %ProgramFiles%\Quest Software\Migration Manager\Exchange Data\Resource Kit\Migration Configuration Analyzer\Reports folder. You can open a report automatically upon the scan completion, or manually whenever needed, using the file browser. Usage Before using the Migration Configuration Analyzer, you must take the following steps: 1. Enumerate source and target Exchange organizations. 2. Specify Exchange and Active Directory accounts that will be used for migration for each Exchange server. 3. If necessary, specify the alternate host servers for Exchange servers. 10
To check organization configuration and system requirements, do the following: User Guide 1. Start Migration Configuration Analyzer from the Migration Manager console - for that, select the Resource Kit node in the snap-in, and click Migration Configuration Analyzer in the task pad on the right. The following dialog will be displayed: 2. Select the scan scope, i.e., source and target objects (servers or administrative groups or organizations) to be checked. Use the Select All button, if needed. 3. If you want the scan results to be displayed automatically upon scan completion, select the Automatically open scan report on complete checkbox. Alternatively click the View report link to open the last scan report manually. All reports are available in the %ProgramFiles%\Quest Software\Migration Manager\Exchange Data\Resource Kit\Migration Configuration Analyzer\Reports folder. 4. Click Start Scanning and wait for the process to complete. View the scan results. 5. If any failure is reported, examine the details in the corresponding report field, take appropriate measures to solve the problem, and then repeat the scan check. Errors reported by system will be also shown in the report (as 'Error' marked red). They can appear, for example, if a check could not start due to connection error, etc. To examine the problem, use the Migration Configuration Analyzer log where these errors are written. The log can be found in the tool's home folder at %ProgramFiles%\Quest Software\Migration Manager\Exchange Data\Resource Kit\Migration Configuration Analyzer. 11
Quest Migration Manager for Exchange Resource Kit 8.7 The table below can help you to identify possible failure reasons. Check column lists the checks that are performed by the Migration Configuration Analyzer and shown in the Check field of the report. CHECK 'displayname' attribute for {object_name} Mailbox Store. MAPI/CDO installation on {host_name} Send As permission granted to {Exchange_account_name} Receive As permission granted to {Exchange_account_name} Full Control permission granted to {Exchange_account_name} Read access to the Microsoft Exchange container in Active Directory granted to {AD_account_name} Local Administrator rights granted to {Exchange_account_name} Full Control permission to the Microsoft Exchange System Objects container in Active Directory granted to {account_name} Exchange Public Folder Administrator role assignment to {Exchange_account_name} Modify public folder replica list permission granted to {Exchange_account_name} Modify public folder deleted item retention permission granted to {Exchange_account_name} Modify public folder quotas permission granted to {Exchange_account_name} DESCRIPTION The 'displayname' attribute must be configured for Active Directory objects of the Mailbox Store type. Otherwise, the agents will be unable to access those objects. Check the remote servers' registry to make sure the Messaging API client and Collaboration Data Objects are installed (check is required for Exchange 2007 servers and for alternate host servers without Exchange 2000/2003 installed; all possible owners nodes of Clustered Mailbox Server are checked). The Exchange account must be granted Send As permission on scanned server. The Exchange account must be granted Receive As permission on scanned server. The Exchange account must be granted Full Control permission on scanned server. The Active Directory account must be granted Read access to Microsoft Exchange container on scanned server. The Exchange account must have Local Administrator rights on the scanned server (all possible owners nodes of Clustered Mailbox Server are checked). The Active Directory account must be granted Full Control permission to the Microsoft Exchange System Objects container. The Exchange account must be assigned the Exchange Public Folder Administrator (check is required for Exchange 2007 servers only). The Exchange account must have permission to modify public folder replica list (check is required for Exchange 2000/2003 servers). The Exchange account must have permission to modify retention of public folder deleted item (check is required for Exchange 2000/2003 servers). The Exchange account must have permission to modify public folder quotas (check is required for Exchange 2000/2003 servers). 12
User Guide About Quest Software, Inc. Quest simplifies and reduces the cost of managing IT for more than 100,000 customers worldwide. Our innovative solutions make solving the toughest IT management problems easier, enabling customers to save time and money across physical, virtual and cloud environments. For more information about Quest go to www.quest.com. Contacting Quest Software Email info@quest.com Mail Quest Software, Inc. World Headquarters 5 Polaris Way Aliso Viejo, CA 92656 USA Web site www.quest.com Refer to our Web site for regional and international office information. Contacting Quest Support Quest Support is available to customers who have a trial version of a Quest product or who have purchased a Quest product and have a valid maintenance contract. Quest Support provides unlimited 24x7 access to SupportLink, our self-service portal. Visit SupportLink at http://support.quest.com/ From SupportLink, you can do the following: Retrieve thousands of solutions from our online Knowledgebase Download the latest releases and service packs Create, update and review Support cases View the Global Support Guide for a detailed explanation of support programs, online services, contact information, policies and procedures. The guide is available at: http://support.quest.com. 13
Quest Migration Manager for Exchange Resource Kit 8.7 Third Party Contributions Quest Migration Manager for Exchange, version 8.7 contains some third party components (listed below). Copies of their licenses may be found at http://www.quest.com/legal/third-party-licenses.aspx. COMPONENT LICENSE OR ACKNOWLEDGEMENT Boost 1.34.1 Boost 1.0 Loki 0.1.4 Loki 0.1.6 ZLib 1.1.4 MIT MIT Copyright (C) 1995-2005 Jean-loup Gailly and Mark Adler Boost 1.0 License Agreement Boost Software License - Version 1.0 - August 17th, 2003 Permission is hereby granted, free of charge, to any person or organization obtaining a copy of the software and accompanying documentation covered by this license (the "Software") to use, reproduce, display, distribute, execute, and transmit the Software, and to prepare derivative works of the Software, and to permit third-parties to whom the Software is furnished to do so, all subject to the following: The copyright notices in the Software and this entire statement, including the above license grant, this restriction and the following disclaimer, must be included in all copies of the Software, in whole or in part, and all derivative works of the Software, unless such copies or derivative works are solely in the form of machineexecutable object code generated by a source language processor. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT. IN NO EVENT SHALL THE COPYRIGHT HOLDERS OR ANYONE DISTRIBUTING THE SOFTWARE BE LIABLE FOR ANY DAMAGES OR OTHER LIABILITY, WHETHER IN CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE Loki 0.1.4 License Agreement Copyright (c) Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. 14
User Guide Loki 0.1.6 License Agreement Copyright (c) Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. ZLib 1.1.4 License Agreement /* zlib.h interface of the 'zlib' general purpose compression library version 1.2.3, July 18th, 2005 Copyright (C) 1995-2005 Jean-loup Gailly and Mark Adler This software is provided 'as-is', without any express or implied warranty. In no event will the authors be held liable for any damages arising from the use of this software. Permission is granted to anyone to use this software for any purpose, including commercial applications, and to alter it and redistribute it freely, subject to the following restrictions: 1. The origin of this software must not be misrepresented; you must not claim that you wrote the original software. If you use this software in a product, an acknowledgment in the product documentation would be appreciated but is not required. 2. Altered source versions must be plainly marked as such, and must not be misrepresented as being the original software. 3. This notice may not be removed or altered from any source distribution. Jean-loup Gailly jloup@gzip.org Mark Adler madler@alumni.caltech.edu 15