Outline of the migration process

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 folder, which is a subfolder of the Enterprise Vault program folder (normally C:\Program Files\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 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 to search.

  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.

  5. In the Administration Console you can edit the properties of a PST file, provide passwords for password-protected PST files, 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.

    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.

    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.

    See Running the PST Migrator task.