Metalogix Migrator 4.7. Install Guide

Transcription

1 Metalogix Migrator 4.7 Install Guide

2 2018 Quest Software Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in this guide 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. The information in this document is provided in connection with Quest Software 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 Software products. EXCEPT AS SET FORTH IN THE TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST SOFTWARE 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 NONINFRINGEMENT. IN NO EVENT SHALL QUEST SOFTWARE 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 SOFTWARE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest Software 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 Software does not make any commitment to update the information contained in this document. If you have any questions regarding your potential use of this material, contact: Quest Software Inc. Attn: LEGAL Dept. 4 Polaris Way Aliso Viejo, CA Refer to our Web site ( for regional and international office information. Patents Quest Software is proud of our advanced technology. Patents and pending patents may apply to this product. For the most current information about applicable patents for this product, please visit our website at Trademarks Quest, the Quest logo, and Metalogix are trademarks and registered trademarks of Quest Software Inc. and its affiliates. For a complete list of Quest marks, visit All other trademarks and registered trademarks are property of their respective owners. Legend CAUTION: A caution icon indicates potential damage to hardware or loss of data if instructions are not followed. IMPORTANT, NOTE, TIP, MOBILE OR VIDEO: An information icon indicates supporting information. Metalogix Migrator Updated October 2018 Version 4.7

3 Contents Introduction Migrator Checklist... 5 Prerequisites... 8 Installation... 9 Installation Steps... 9 Entering the License Key Online Activation...13 Offline Activation...14 Checking the Current Migrator License Configuring the Proxy Setting Uninstalling Migrator About Us Contacting Quest Technical Support Resources

4 1 Introduction Migrate and Archive Metalogix Migrator migrates legacy archives using the multi-award winning Metalogix migration engine. Migrator is unobtrusive with nothing installed on the target, Exchange or source servers and can run as a background process, making it effectively invisible to the end-user of the legacy archive or live system. Migrator is the combination of Metalogix Content Matrix and Archive Manager two of the most used and trusted SharePoint migration and Exchange archiving technologies available today. Compliance Metalogix Migrator mitigates the risk and complexity of standard archive migration methods and provides a permanent chain of custody for legal compliance. Corporate users require a dedicated archiving solution to meet ever growing compliance needs and manage large amounts of sensitive company information. A direct source to target migration provides organizations with a tamper-proof, high-speed flow of content whilst maintaining the necessary chain-of-custody for every item migrated. Results are summarized and presented in a postmigration audit log. Speed matters Metalogix Migrator can be effortlessly backed-up, managed and monitored through the whole archive migration process. Multi-threaded migration tasks can be carried out in parallel on different servers, which improves migration speed whilst maintaining data integrity. The asynchronous migration architecture reduces the classic transfer bottlenecks and advanced scanning calculates the migration process for each archived item between the source and target. Legacy Archive Migration There are number of key factors that need to be considered when migration from existing archiving solutions. Metalogix Migrator carries out the archive migration process while allowing end users continued access to important legacy . The award winning migration tool guarantees high-performance and processes a wide range of granular criteria. is copied straight from the archived source and written directly into Archive Manager and shortcuts are converted on the fly. Administrators can instantly take advantage of the latest Archive Manager feature set including advanced storage management and mixed environment control. Before performing the migration we recommend you fill in the Migrator NOTE: Checklist - handy simple table for relevant details of your environment crucial for successful migration. (See the next section.) Introducti on 4

5 2 Migrator Checklist Migrator Version Server Name IP Address User Operating System (on machine where Migrator will be installed): 32bit 64bit Windows 7, Windows 8, Windows 10, Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2, Windows Server 2016 MS Outlook version (on machine where Migrator will be installed): 32bit 64bit Outlook 2003 Outlook 2007 Outlook 2010 Outlook 2013 Outlook 2016 NOTE: Outlook bitness should be the same as Operating System bitness, both should be either 32 bit or 64 bit. Archive Environment If you are planning a migration from an archiving system, please complete the Source archiving system information. If an archiving system is the desired target of the migration, please provide the information about the target system. Source archiving system Target archiving system http http Version Web Server (name, IP address) Domain User Connection type https https Ema i l Mi gra tor Checkl i s t 5

6 SQL Connection If you are planning migration from and/or to an archiving system, please fill in the SQL connection details for archive system database. Fill in where applicable Source system Target system Windows SQL Windows SQL MS SQL Server (name, IP address) MS SQL Server version Database Database schema MS SQL Server Authentication Login Exchange Environment Fill in where applicable Source system MS Exchange Server (name, IP address) MS Exchange Version User Domain controller Domain Domain administrator Connection Type Exchange Web Services1 EWS Connection Type http MAPI2 (Redemption) https 1 Exchange 2007 and above 2 Outlook is required on a machine where migration runs Migrator server (Outlook bitness should be the same as Operating System bitness, both should be either 32 bit or 64 bit) Ema i l Mi gra tor Checkl i s t 6

7 Public folders archived in source system: Yes No Testing mailbox for first migration: Archived Mailboxes Number of mailboxes: Total size in the source system: Ema i l Mi gra tor Checkl i s t 7

8 3 Prerequisites Migrator 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 (included in the package setup file).net Framework 4.5 Full (included in the package setup file) Microsoft SQL Server 2008 and later PowerShell 3.0 (it is already integrated with Windows 8 and Windows Server 2012; it needs to be installed in Windows 7 SP1 and Windows Server 2008 R2 SP1) Outlook: - required only with Exchange 2003 SP2 - optional with later Exchange Servers - when installed, bitness must be the same as the OS bitness RAM: - min. 16 GB (32 GB recommended) for big migrations ATTENTION: If you are using MAPI connection and the OS bitness is different than the Microsoft Office bitness, always run the x86 version of Migrator..NET Framework 3.5 SP1 and PowerShell 2.0 (in case of Exchange 2003 environment) are deployed when you run the installation using the Metalogix Migrator Installer_X.X.X_package.exe file. The significantly smaller Metalogix Migrator Installer_X.X.X.exe setup does not contain these prerequisites. Be sure to have Xtender UnPackContainer utility installed on Xtender machine (usually in "C:\Program Files (x86) ATTENTION: \OTG\ Xtender\bin\utils" folder). Minimal UnPackContainer.exe version necessary for migration is UnPackContainer.exe version 2.8. Prerequi s i tes 8

9 4 Installation Migrator can be installed using either the small installation file (Metalogix Migrator Installer_X.X.X.exe) or significantly bigger one (Metalogix Migrator Installer_X.X.X_package.exe). The bigger package file contains also necessary prerequisites so it is suitable for first installation. The additional prerequisite included in the package is.net Framework 4.5. Installation Steps 1. Copy the Metalogix Migrator Installer_X.X.X.exe (or Metalogix Migrator_X.X.X_package.exe) file to the machine where the Migrator should be installed. 2. Close all other open applications, including Internet Explorer. 3. Open Windows Explorer to the folder containing the Metalogix Migrator installer file. Double-click the Metalogix Migrator Installer_X.X.X_package.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 will open 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 Metalogix Migrator 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. Ins ta l l a ti on 9

10 7. Now click the Install button to run the installation process. 8. The installation process will run, and the Migrator will be installed. Once the installation process has been completed, click Finish to exit the InstallShield Wizard. If the Run Migrator check-box is selected, the product console is launched for you. Ins ta l l a ti on 10

11 9. When launching the Migrator for the first time, a prompt is displayed to specify database where migration metadata will be stored. Select the SQL Server that the Migration Database should be created on, and then either type the name of the Database or choose it from the 'Browse' window. Then enter the User credentials that you want to use to access the Migration Database. Ins ta l l a ti on 11

12 Entering the License Key When launching the Migrator 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 Help > Update License. 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). Ins ta l l a ti on 12

13 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. To do this click the Set proxy option. This option is not required in most standard cases. 2. Click Next. 3. The Migrator will contact 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. Ins ta l l a ti on 13

14 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. 3. A Generate Activation Request dialog will be 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 Migrator 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 will refresh, 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 Migrator, 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 Migrator. 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 Ins ta l l a ti on 14

15 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 Migrator. A Congratulations! message will be returned, and the license key will be active and in use. 10. Click Finish to complete the process. Checking the Current Migrator License In the event that a licensing change was made after the license key for Migrator 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 Migrator ribbon menu, go to Help and click the About button. Ins ta l l a ti on 15

16 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: If an Offline license is used, the offline key process will need to be used to do this update instead, unless the system the Migrator is installed on has internet access. Configuring the Proxy Setting In most cases Migrator can automatically authenticate license keys, through an environment's proxy setting, however, in some cases the proxy may need to be configured within the Migrator. In these cases users can specify the proxy settings though the connecting dialog. This page will review how to set the proxy settings for these special cases. 1. Click the Set proxy link available next to the Activate Online option. Then in the pop-up check the Enable proxy option. Ins ta l l a ti on 16

17 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. 3. Next, specify the credentials to use when connecting. 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 connection dialog. The proxy configuration should be complete, and users should be able to authenticate their license key through this proxy. Uninstalling Migrator It is recommended that uninstalling Migrator should be initiated from the Metalogix Migrator Installer_X.X.X.exe file. Using this method will automatically uninstall all components of the application. 1. Navigate to the location that contains the Metalogix Migrator Installer_X.X.X.exe file. Run the EXE file. 2. The Metalogix Migrator InstallShield Wizard opens. 3. Select the Remove radio button and click Next to continue the uninstallation. Ins ta l l a ti on 17

18 4. Click Yes to confirm uninstallation. The Migrator will be uninstalled. 5. After Finish is clicked the Metalogix Migrator InstallShield Wizard will close. If the uninstallation of Migrator is complete and no additional components need to be uninstalled. Ins ta l l a ti on 18

19 5 About Us We are more than just a name We are on a quest to make your information technology work harder for you. That is why we build community-driven software solutions that help you spend less time on IT administration and more time on business innovation. We help you modernize your data center, get you to the cloud quicker and provide the expertise, security and accessibility you need to grow your datadriven business. Combined with Quest s invitation to the global community to be a part of its innovation, and our firm commitment to ensuring customer satisfaction, we continue to deliver solutions that have a real impact on our customers today and leave a legacy we are proud of. We are challenging the status quo by transforming into a new software company. And as your partner, we work tirelessly to make sure your information technology is designed for you and by you. This is our mission, and we are in this together. Welcome to a new Quest. You are invited to Join the Innovation. Our brand, our vision. Together. Our logo reflects our story: innovation, community and support. An important part of this story begins with the letter Q. It is a perfect circle, representing our commitment to technological precision and strength. The space in the Q itself symbolizes our need to add the missing piece you to the community, to the new Quest. Contacting Quest For sales or other inquiries, visit Technical Support Resources Technical support is available to Quest customers with a valid maintenance contract and customers who have trial versions. You can access the Quest Support Portal at The Support Portal provides self-help tools you can use to solve problems quickly and independently, 24 hours a day, 365 days a year. The Support Portal enables you to: Submit and manage a Service Request View Knowledge Base articles Sign up for product notifications About Us 19

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