Enterprise Vault™ PST Migration

Last Published:
Product(s): Enterprise Vault (12.3)
  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

Migrating PST files using PST Locate and Migrate

This section outlines how to use PST Locate and Migrate to search for PST files on users' computers and migrate the files to Enterprise Vault archives. The following sections describe the steps in more detail.

You can schedule and run the tasks in different ways depending on your workload, the time available, the number of PST files, and so on. This section assumes that you are interested in testing PST Locate and Migrate with relatively small numbers of PST files, possibly before starting a large-scale migration

Each time a task runs, it creates a report and places it in the Reports subfolder of the Enterprise Vault installation folder (for example, C:\Program Files (x86)\Enterprise Vault\Reports).

To migrate PST files using PST Locate and Migrate

  1. Use Run now or schedule a run of the PST Locator task to find available domains. On the Domains page in the task properties, you then select the domains in which the computers that you want to search for PST files are located

    See Running the PST Locator task to find domains and computers.

  2. Use Run now or schedule another run of the PST Locator task to find the computers in the selected domains. All the computers that the task finds are listed in the Administration Console under Personal Store Management > Computers.
  3. You can configure the PST Locator task so that it automatically searches for PST files on each computer that it finds. Alternatively, in the Administration Console, under Personal Store Management > Computers, you can select the computers that you want the task to search for PST files.

    See Selecting computers for PST searching.

    You can also use the Add option in the Personal Store Management > Computers context menu to add the computers that you want the task to look for PST files.

    See Adding computers for PST searching.

  4. Use Run now or schedule another run of the PST Locator task, this time to search for PST files on the selected computers. All the PST files that the task finds are listed in the Administration Console, under Personal Store Management > Files.

    See Running the PST Locator task to find PST files.

    You can also use the Add option in the Personal Store Management > Files context menu to add PST files that you want to migrate to Enterprise Vault.

    See Adding PST files for migration.

  5. In the Administration Console you can edit the properties of a PST file, provide passwords for password-protected PST files, change the migration priority, and change the migration status of a PST file, if required.

    The PST Collector task copies PST files with a status of Ready to copy to the PST holding folder. Depending on the configuration options selected, some manual intervention may be required to approve PST files for migration. For example, migration may only be started once the PST files have been backed up, or the ownership of particular PST files may need to be verified. Additionally, you may need to provide passwords for password-protected PST files, or you may want to prevent the migration of particular PST files.

    Note that for password-protected PST files you may allow Enterprise Vault to override the passwords during PST migration. This setting is useful in cases the password is missing or is incorrectly provided. To override passwords, enable Override passwords for password-protected PST files in the General tab of the Personal Store Management properties.

    See Editing PST file properties.

  6. Use Run now or schedule a run of the PST Collector task to copy the selected PST files to the central PST holding folder.

    The PST Collector task considers the migration priority of the file when it copies files. The task copies the files that have a higher priority first.

    See Running the PST Collector task.

  7. Use Run now or schedule a run of the PST Migrator task to archive items from the PST files to the associated destination archive.

    The PST Migrator task considers the migration priority of the file when it archives files. The task processes the files that have a higher priority first.

    See Running the PST Migrator task.