You need to set up the PST Locator, PST Collector, and PST Migrator tasks, Exchange PST Migration policies and the PST holding folder before you can start to migrate PST files.
To set up PST Locate and Migrate you need to make the following preparations:
Decide whether to use PST marking. PST marking is enabled by default, and provides automatic association of a default archive and retention category with a mailbox. The archive and retention category can be overridden manually during the PST migration process, if required. You can turn off PST file marking in Exchange Desktop policies using the setting, , in the list of advanced Outlook settings.
Create or edit Exchange PST Migration policies. These policies are listed under > in the Administration Console. Both PST Locate and Migrate and Client-driven PST migration use the configuration settings in Exchange PST Migration policies. The settings control characteristics of the PST migration, such as whether to create shortcuts, which retention category to use, and how to process the PST files after the contents have been migrated.
See Editing the Exchange PST Migration policy.
The policy is applied to users by means of provisioning groups. A provisioning group enables you to apply an Exchange PST Migration policy to individual users or to a group of Exchange Server users. How to set up Exchange provisioning groups is described in Setting up Exchange Server Archiving.
Configure the network share that is to be used as the central PST holding folder. This folder is configured in Enterprise Vault site settings. The PST Collector task copies PST files to the PST holding folder. The PST files are held in this folder until the PST Migrator task stores the contents of each PST file in its associated archive.
Create and configure PST Locator, PST Collector, and PST Migrator tasks. Typically, the PST Locator, PST Collector, and PST Migrator tasks run according to the schedule that you define in the task properties. A option for each task lets you run the task immediately if required.
See Creating and configuring the PST Locator, PST Collector, and PST Migrator tasks.
You may want to use accounts other than the Vault Service account to manage PST migration objects in the Administration Console. In particular, you may want the PST Locator task to run under a domain administrator account to ensure access to computers in the domain.
Items can be assigned a specific retention category during PST migration. You may want such items to retain this retention category if they are moved later to a folder with a different retention category. To prevent Enterprise Vault from changing the retention category, ensure that the policy option, is not selected. This option is on the tab of the Exchange mailbox policy properties.
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