Enterprise Vault™ PST Migration

Last Published:
Product(s): Enterprise Vault (14.4)
  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

Preparation for PST scripted migration

  • Policy Manager only uses a limited number of settings in Exchange PST Migration policies. Enterprise Vault archives items from the PST files according to the following settings in your Enterprise Vault installation:

    • Enterprise Vault archives only the classes of items that are defined as eligible for archiving on the Message Classes tab in Exchange PST Migration properties.

    • The migration obeys the registry settings that are set for the Storage service.

    • If you have configured customized shortcuts on the Shortcut Content tab of the Exchange PST Migration policy, then the PST Migrator uses these settings. Otherwise the shortcut content settings that are configured in the Exchange Mailbox policy are used.

  • Items can be assigned a specific retention category during PST migration.

    Note:

    Some Enterprise Vault features, such as the retention folders and classification features, can override the specified retention category. For more information on retention, see the Administrator's Guide.

  • The PST files must not be in use at the time of migration, so make sure that users do not have them open. You may find that it is better to move the PST files.

  • The best procedure may be to gather all the PST files into the same place and then to migrate them from there. This makes it easier to generate the initialization file, assign permissions, and to manage files. Note though, that you may have some file name conflicts if there are PST files with the same name. Also, if any PST files are likely to be unmarked ensure that you know the owners because there may be no identifying information in the PST.

  • The Vault Service account must have Full Control access to the PST file.

  • The Storage service for the destination vault store must be running.

  • PST files that are password-protected cannot be processed. You must remove such protection before migrating their contents.

    Alternatively, you may allow Enterprise Vault to override PST passwords during PST migration. To override passwords, enable Override passwords for password-protected PST files in the General tab of the Personal Store Management properties.

  • If you intend to use the automatic PST compaction feature at the end of migrations, you may need some spare disk capacity for the compaction to take place. You can need as much as the size of the largest PST file, plus approximately 5% of its size. You may choose to ignore compaction if you plan to delete the PST files after migration.

  • Policy Manager migration checks the mailbox storage limit when a mailbox has either Prohibit Send or Prohibit Send & Receive mailbox limits set. If both these limits are set, Policy Manager does not move any item to the mailbox that exceeds the lower limit. If only one of the limits is set, then Policy Manager obeys that limit.

    Note that, even if the storage limit prevents items from being moved to the mailbox, the items are still archived in the appropriate archive. In this case you can increase the mailbox quota and then migrate the PST file again to move the items to the mailbox.