To undertake the migration process using Policy Manager

1. Decide whether to use markers within PST files to determine their ownership. By default, PST files are marked. You can turn off PST file marking in Exchange Desktop policies using the setting, Mark PST files, in the list of advanced Outlook settings.

2. Write the Policy Manager initialization file to specify which PST files you want to migrate to Enterprise Vault. In the file, specify that Policy Manager is to run in report mode. Remember to save the initialization file in Unicode format.

3. Run Policy Manager in report mode with the initialization file.

   Policy Manager does the following:

   • Checks all the PST files listed are accessible.

   • Creates a new initialization file that shows any problems with the listed PST files, such as files that could not be accessed or are password protected.

     The new initialization file has the same name as the original, with a number added to make it unique. For example, if the original script was called PSTMigration.ini then the new script would be called PSTMigration_1.ini.

   • Creates a log file with the same name as the original initialization file and a file type of .log. For example, if the original script was called PSTMigration.ini then the log would be called PSTMigration.log.

4. You can fix problems that are listed in the new initialization file, or you can leave them for later.

5. Run Policy Manager with the new initialization file. Policy Manager migrates the file contents and writes a log file with the same name as the initialization file and a file type of .log

   If any PST files fail the migration process, Policy Manager automatically writes a new script that you can run to process just those failed files.

   If necessary, fix any problems and then run the new script to migrate the contents of just those PST files that were not processed before.