Migrating V1 Compliance Archiver Data to V2 Exchange Client Using Case Manager

An admin user or a master user can migrate the Exchange Journal Mailbox data backed up and archived using the V1 Exchange Compliance Archiver Agent, to the V2 Exchange Journal Mailbox client using Case Manager.

After the migration is complete, the V1 Exchange Compliance Archiver data can be accessed along with content of the V2 Exchange client on the Compliance Search page. Compliance officers can browse and search the migrated Exchange Journal Mailbox data that was content indexed using the V1 Search Engine.

Important

After the migration process is complete, backups of the V1 Exchange Compliance Archiver data must not be deleted. Restores can be performed only if data is available on the backup source.

Before You Begin

Configure the EnableV1JournalContentIdFormat additional setting. For more information, see Adding a CommCell Setting.

Procedure

  1. Create a user with Case Manager role. For more information, see Creating a User.

  2. Configure permissions on the Exchange client which needs to be migrated with new Case Manager user. For more information, see Set Server Permissions for Case Manager.

  3. Assign Plan Subscription Role to the Case Manager user on the data classification plan and on the server plan. For more information, see Set Plan Permissions for Case Manager.

  4. Disable the Index Copy schedule policy. For more information, see Disabling a Schedule Policy.

  5. Login to the Command Center application as a compliance officer or as a user with Case Manager role.

  6. Create a case of type ReviewSet with Data type as Exchange journaling. For more information, see Creating a Case for Email Data.

    Note

    Commvault recommends that you create multiple case definitions to migrate data in batches for better performance. For more information on case definitions, see Adding a Definition to a Case for Email Data in Case Manager.

  7. In the case details page, copy the case id from the URL.

    The case id will be used as a value for the <clientId> parameter in subsequent steps of this migration process.

  8. Login to the CommServe server.

  9. Download the CMArchiverMigration_PreProcess.sqle QScript from the Commvault Store.

  10. From the command prompt, run the following command.

    qscript -f CMArchiverMigration_PreProcess.sqle -i <clientId>
    <clientId> is the case id that you copied when the case is created.

    The Qscript Execution Succeeded! message appears.

  11. In the Command Center application, navigate to the case details page and click Submit collection job. For more information, see Collecting Data for a Case On Demand in Case Manager.

  12. Wait until the collection job completes.

  13. On the CommServe server, download the CMArchiverMigration_PostProcess.sqle QScript from the Commvault Store.

  14. From the command prompt, run the following command.

    qscript -f CMArchiverMigration_PostProcess.sqle -i <clientId>
    <clientId> is the case id that you copied when the case is created.

    The Qscript Execution Succeeded! message appears.

  15. Search engine data is successfully migrated to the Index Server and compliance officers can search migrated data in the Compliance Search page of the Command Center application.

    The new V2 Exchange client is created with same name as the ReviewSet case. To verify the client, navigate to Protect > Exchange.

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