Enterprise Vault™ PST Migration

Last Published:
Product(s): Enterprise Vault (12.5)
  1. About this guide
    1.  
      Introducing this guide
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Introduction to PST migration
    1.  
      Introducing PST file migration
    2.  
      Tools for migrating PST files
    3.  
      Feature comparison of PST migration tools
    4.  
      About the Exchange PST Migration policy
    5.  
      Improving performance when archiving PST file contents
    6.  
      Migrating PST files in hosted environments
    7. About the Personal Store Management node
      1.  
        Creating filters
  3. PST file ownership
    1.  
      About PST file ownership
    2.  
      PST file marking to determine PST file ownership
    3. PST message sampling to determine PST file ownership
      1.  
        Configuring message sampling to determine PST file ownership
      2.  
        Results of message sampling
  4. PST migration: scripted
    1.  
      Overview of the scripting mechanism for PST migration
    2.  
      Undertaking the PST migration process using Policy Manager
    3.  
      Preparation for PST scripted migration
    4. Output from PST migration
      1. [PSTcheckpoint] section PST scripted migration
        1.  
          Report mode [PSTcheckpoint] section
        2.  
          Process mode [PSTcheckpoint] section
      2.  
        Enterprise Vault event log for PST scripted migration
    5.  
      Example initialization file for PST scripted migration
  5. PST migration: wizard-assisted
    1.  
      About the PST Migrator wizard
    2.  
      Outline of the wizard-assisted PST migration process
    3.  
      Preparation for the wizard-assisted PST migration process
    4.  
      Migration tips for the wizard-assisted PST migration process
    5.  
      How the wizard-assisted PST migration process affects users
    6.  
      Starting the wizard-assisted PST migration process
  6. PST migration: Locate and Migrate
    1.  
      About Locate and Migrate
    2. Setting up PST Locate and Migrate
      1.  
        Administrator roles required to manage PST Locate and Migrate
      2. Configuring the holding folder for PST Locate and Migrate
        1.  
          Determining the size of the holding folder for PST Locate and Migrate
      3. Creating and configuring the PST Locator, PST Collector, and PST Migrator tasks
        1.  
          How to configure the PST Locator task
        2.  
          How to configure the PST Collector task
        3.  
          How to configure the PST Migrator task
    3. Migrating PST files using PST Locate and Migrate
      1. Running the PST Locator task to find domains and computers
        1.  
          Adding computers for PST searching
        2.  
          Switching off NetApp device identification checks by the PST Locator task
      2.  
        Selecting computers for PST searching
      3.  
        Configuring paths to include or exclude for PST searching
      4. Running the PST Locator task to find PST files
        1.  
          Adding PST files for migration
        2.  
          Editing PST file properties
      5.  
        Running the PST Collector task
      6.  
        Running the PST Migrator task
      7. PowerShell cmdlets for PST migration
        1.  
          About the PST migration cmdlets
        2.  
          Running the PST migration cmdlets
        3.  
          Using Add-EVPstComputer
        4.  
          Using Add-EVPstFile
        5.  
          Adding multiple computers or PST files
    4.  
      Excluding network shares from PST migration using the PstLocatorTask.exe.config file
    5.  
      Troubleshooting PST migration
  7. PST migration: client-driven migration
    1. About client-driven PST migration
      1.  
        Options to configure client-driven PST migration
    2.  
      Preparation for client-driven PST migration
    3.  
      Editing the PST migration messages for client-driven PST migration
    4.  
      Configuring the PST holding folder for PST client-driven migration
    5.  
      Creating a PST Migrator task for PST client-driven migration
    6. Enabling mailboxes for PST client-driven migration
      1.  
        Enabling mailboxes for PST file submission
    7.  
      Permissions required for migrating PST files stored on network drives

PST file marking to determine PST file ownership

Depending on configuration, when a user starts Outlook, the Enterprise Vault Outlook Add-In writes a marker into each PST file that is listed in the mail profile. The marker indicates the Enterprise Vault site, the associated archive, and the associated retention category. All the PST migration tools can use the marker to determine the owning mailbox and then migrate the file contents to that mailbox's default archive. Marking PST files can be enabled or disabled in Exchange Desktop policies using the setting, Mark PST files, in the list of advanced Outlook settings.

If marking is switched on, the Outlook Add-In does the following when Outlook starts:

  • Tries to open every PST that is listed in the user's mail profile. The next time that the user starts Outlook, the Outlook Add-In prompts for passwords to password-protected PSTs, and displays error messages for any inaccessible PSTs.

    Note:

    To avoid migration failures due to incorrect passwords or missing passwords, edit the General tab of the Personal Store Management properties to allow Enterprise Vault to override passwords and migrate the files. This feature is not available for client-driven migration.

  • Does not update the PST file marker again except if a different mail profile was used to access it. Enterprise Vault assumes that the owner of the PST file is the last profile that was used to access it.

  • Marks any further PST files that are subsequently added to the mail profile. The marking happens when Outlook is started, so merely opening a PST file and then closing it again is not sufficient to mark that PST.