Migrating from Symantec Enterprise Vault to Exchange Archive Mailbox

In the past, my current employer had purchased some smaller companies to broaden its array of products.  These companies had been left pretty much as stand-alone infrastructures with minimal integration (Forest Trusts) to the parent company’s infrastructure.  This included separate Exchange organizations, one with Archiving and one without.  Upon my arrival, one of the larger companies was just at the tail end of being migrated into the parent company’s domain as far as user accounts and Exchange mailboxes were concerned.  This left an Exchange 2003 and Symantec Enterprise Vault environment for me to complete the migration.

The decision was made to consolidate email into one product, Microsoft Exchange 2010, and leverage the Archive Mailbox feature since we already owned the Enterprise CALs.  The question came up as to how the Enterprise Vault information would be migrated to the Archive Mailbox and the message stubs be cleaned up so that user impact was minimal.  Below is the steps I worked through in order to make the end-to-end transition.

Exporting Data from Enterprise Vault

The first step is to open the Enterprise Vault Administration Console and expand the navigation tree down to Archives as shown in the below picture

Next, Right-Click on Archives and select Export…

This brings you to a wizard driven walk-through to export your data in a few different formats. Select Export archives to PST files and click Next.

The next option is to specify which archives to export. Selecting List all available archives will allow multiple selections for exporting.

I have blanked out the source information in the below screenshot. This is the screen that allows you to select one, multiple, or all archives to export.

Since I want to export all items from the archives, I selected Export all items and clicked next. You have the ability here to select only specific items if you are trying to clean up the archive at time of export.

Next, specify the location to save the PST files. You will have to validate that there is enough space available in this directory for the users that are being exported. Since this is a simple environment, I will not be splitting PST files by retention category.

Choose the type of PST and note that the PST has a size limit of 20GB. If a user’s archive is larger than 20GB, multiple PSTs will be created. Lastly on this screen, choose how the PST hierarchy will be created within the PST.

Verify the configuration

The export will then start and spit out the PST files into the directory specified. The export also creates a .cfg file for each PST but I have not found a use for this file. Once all of the PSTs had been exported, I moved all of the CFG files to a different location separate from. The Data is now out of Enterprise Vault. The next step will be to setup the Exchange Archive Mailbox and import the PST data.

Enabling the Exchange Archive Mailbox

Enabling the Exchange Archive mailbox is a simple process. Please be sure to check your Exchange user CAL license as this requires an Enterprise CAL for each user with an archive mailbox. I will use the Exchange Management Console to demonstrate the process but the Shell is also available to complete the setup.

Open up EMC and navigate to Recipient Management à Mailbox. Select a user(s), right-click and Enable Archive…

Create a local archive and select a database to store the archive. You can choose to store the archive in any database but for my example, I have created reserved databases for archive mailboxes only. The PowerShell equivalent is:

domain.local/Users/TestUser’ | Enable-Mailbox -Archive -ArchiveDatabase ‘ARCH1.

This takes care of the Archive mailbox setup. Outlook 2007 (with correct patch level), 2010 (with correct patch level), and 2013 users will have the archive mailbox automatically populate in their Outlook profile. This will also appear in OWA and any new profile that is created on any machine for Outlook. The Archive mailbox is NOT available through ActiveSync at this time. Lastly, the Archive mailbox is accessed Online Mode only and will not be cached on a user’s machine so access to Exchange is required.

Importing Enterprise Vault PST into Exchange Archive Mailbox

There are many ways to get the data into Exchange but the most effective way is to use a free tool created by Microsoft called PST Capture. This tool can be installed basically anywhere but I kept it on a server other than Exchange so that it didn’t use additional resources. I won’t go through the install but this is pretty simple to get up and running. I would suggest installing in the same location as the PST files for ease of importing.

The first thing after the install will be to open the PST Capture Tool

From there, on the main screen you will see a large heading Import Lists: in which we will choose OnPrem Import List. This will be how we locate the Enterprise Vault PSTs and select them for importing.

Once the Import list has been setup, click on Add From Folder… to select the PST files. Once they have been selected, they will appear in the PST Capture Tool’s interface.

All of the selected PSTs will appear as in the below screenshot. The next operation to perform is for each PST, click on the Set Mailbox… link to the right of each PST and you will select a mailbox to import the data into.

Now is the time to set the import settings for the PST Capture Tool to ensure that it writes to the Exchange Archive Mailbox. Please have a look at the other settings for the tool as they may pertain to you.

Once each of the PST files have a mailbox designated as the target location, click on the Import All Now button. This will copy the PST files to a staging directory in a proprietary format. If the tool is running on the same location as the PST files, it will make a second copy.

The import process is multi-threaded and so you will be able to import multiple PST files at a time. The PST file will disappear from the top Pane in the application and drop to the bottom pane with an Import status like the below screenshot.

Once the import has completed, the import to the Exchange Archive will begin. THIS process is single-threaded, so if you have a large volume to import, you may want to spin up additional PST Capture server and split up this migration process prior to starting the imports.

After the PST shows a status of complete, you should be able to find the same folder structure and all messages in the Exchange Archive Mailbox. There is one last step to complete the migration from Enterprise Vault. The value of Enterprise Vault was that it would stub your messages leaving smaller emails in your mailbox that contain small amounts of information with a URL to access the full message. Since we no longer need these stub messages, we need a way to remove them for the user since there could be thousands. Using MFCMAPI, I was able to find that there is a specific IPM value for each of the stub messages that I could search for and remove using PowerShell. Below is the commands.

To Search for the number of stub messages in a mailbox:

Search-Mailbox -Identity <alias> -SearchQuery “IPM.NOTE.EnterpriseVault.Shortcut” –EstimateResultOnly

You can then delete the stub messages. Below are two PowerShell commands. The first will delete the stubs from the source mailbox and place them in a target mailbox in the event that you need to restore. The second command does not store the stub messages in a target mailbox.

Search-Mailbox -Identity <alias> -SearchQuery “IPM.NOTE.EnterpriseVault.Shortcut” –DeleteContent -TargetMailbox “TestMB” -TargetFolder “$UserName”

Search-Mailbox -Identity <alias> -SearchQuery “IPM.NOTE.EnterpriseVault.Shortcut” –DeleteContent

This completes the migration from Enterprise Vault to Exchange Archive Mailbox.

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