Legato SourceOne Migration Documentation
- 1. Legato SourceOne Migration Documentation What is Legato? ArchiveXtender (ArcX) is part of LEGATO's industry-leading family of intelligent data management (IDM) solutions, delivering data migration, hierarchical storage management (HSM), archive and extended protection for heterogeneous, open systems environments. An integral component for achieving information lifecycle management (ILM), LEGATO IDM solutions enable customers to effectively address the challenges of rapid storage growth, data retention requirements, shrinking backup and recovery windows, and rising storage ownership costs. What is SourceOne? EMC SourceOne Archiving Family: Advanced archiving software that improves user productivity, providing seamless access to archived email, files, and Microsoft SharePoint content. Proactive information management helps with litigation readiness and a centralized archive accelerates high-volume discovery searches and enables secure legal holds. EMC® SourceOne Email Management enables customers to mitigate risk, reduce cost, and improve productivity within the IBM Lotus Notes/Domino environment. As part of a Domino messaging strategy, SourceOne E-mail Management reduces the time, cost, and risk of responding to discovery requests, enables customers to automatically and consistently enforce retention policies, and improves the operational and administrative efficiency of the Domino environment all with no impact to the end-user experience or modification of the Notes mail template. EMC SourceOne is a family of information archiving and eDiscovery products and a key enabler of data protection. It includes archiving, compliance, and eDiscovery solutions to give customers starting points for their most pressing information management needs. It is modular, giving customers of all sizes "digestible pieces" to start with their most pressing information management challenges — to deliver immediate business benefit — and then expand over time. EMC SourceOne allows proactive, consistent, and repeatable management of retention and disposition policies and, as appropriate, long-term preservation based on the value of the content. The EMC SourceOne family is designed to deliver fast time to deployment and quick time to value. The SourceOne family can be delivered either on premise or as a service. EMC SourceOne offers a common archiving platform to enable the retention and disposition of different types of content according to coordinated policies and controls. SourceOne Email Management provides high-volume archiving of email content stored in Microsoft Exchange or IBM Lotus Notes/Domino. Through integration with the native messaging system, SourceOne Email Management is able to either copy or move messages, based on policy, from the primary message store to the SourceOne archive store. This has the benefits of: Reducing storage infrastructure for the Exchange or Lotus Notes primary storage, which often resides on more expensive Fibre Channel storage
- 2. Improving Exchange or Lotus Notes application performance by reducing the number of messages the server has to process Accelerating upgrades and migrations by archiving and shortcutting, or eliminating, aged content prior to the move, applying and enforcing retention and disposition policies against messages contained within the archive store Improving user productivity by preserving the user experience in accessing emails through normal interfaces and expected paths Ingesting and removing noncompliant personal mail archives from the infrastructure Effective archiving strategies need to balance cost, risk, and opportunity. EMC SourceOne takes the next step in federating information management, enabling firms to achieve both business and IT objectives with a single archive approach. The SourceOne methodology enables firms to not only meet today's objectives but also capitalize on tomorrow's opportunities. The SourceOne approach fits into EMC's broader strategy and family of protection software and protection storage offerings — enabling a firm to adopt an integrated set of intelligent, adaptable backup and archive solutions that addresses the significant shifts in how information is managed, archived, stored, and protected. EMC Messaging Solutions and EMC EmailXtender can help IBM Lotus Notes/Domino users make archived e-mail records accessible for corporate and legal reference. As part of a Domino messaging strategy, EmailXtender reduces the time and risks involved with migration, lowers storage and operational costs, and preserves e-mail records. EMC Messaging Solutions for Lotus Notes enable organizations to securely and cost effectively manage all e-mail and instant messages (IM), minimizing risk and maximizing e-mail resources. The solutions help companies address regulatory or corporate record keeping requirements and reduce overall storage and administrative costs. With EMC Messaging Solutions for Lotus Notes, organizations can: Reduce Lotus Notes/Domino storage requirements up to 70 percent by shortcutting large messages with attachments Significantly reduce backup/recovery time by offloading e-mail from primary Domino servers Eliminate user mail archives stored locally or on servers Consolidate Domino servers Ease migration and upgrade to new releases Implement enterprise-wide e-mail retention and archival policies Provide monitoring and surveillance of e-mail correspondence Provide a single, centralized repository for searching all e-mail content Enable users to recover e-mails they have inadvertently deleted Improve Domino server performance by eliminating full-text indexes of the NSF files EMC EmailXtender is a complete records management solution for e-mail and instant messaging (IM). The solution provides complete management of the e-mail lifecycle, from creation of the e- mail record to disposition or record deletion. It enables compliance with SEC and other regulatory requirements regarding e-mail record retention and archiving. It also helps organizations reduce the risks and costs associated with
- 3. responding to litigation or discovery requests by ensuring that e-mail and IM records cannot be altered, providing full auditing and reporting, and ensuring that messages are easily accessible. EmailXtender also helps reduce the costs associated with the management and storage of e-mail. It keeps the Domino mail server small, resulting in reduced backup times and improved performance. It also allows Notes administrators to restore lost or deleted e-mails in seconds or minutes, rather than hours or days. EmailXtender automatically captures all incoming and outgoing e-mail and optionally moves it off of a Domino server and into a consolidated EmailXtender archival database (Figure 1). The messages are fulltext indexed, duplicates are removed, and the data is compressed. The archiving is completely transparent to users, who continue to see a message shortcut in their inbox that can be accessed simply by clicking on the message. EMC EmailXtender Archive Edition (AE), a subset of the full EmailXtender product, provides e- mail archiving for organizations that want to reduce Domino mail server size, decrease storage costs, and improve overall operational effectiveness. By removing messages from the Domino server, EmailXtender AE allows organizations to keep Domino server sizes small, improve performance, and reduce backup and recovery times. The archiving is completely transparent to users, who continue to see a message shortcut in their inbox that can be accessed simply by clicking on the message. A companion software product to EmailXtender, EMC DiskXtender ® provides automated, policy-based data migration and storage management for messaging data by migrating messaging archives to other forms of media. This provides the ability to virtualize primary and secondary storage into an “infinite disk.” It also manages seamless file system access to the archival volumes, even as they may be moved or migrated over time from one device or volume to another. DiskXtender supports hundreds of media types, including removable media such as tape and tamper-proof storage such as EMC Centera. EmailXtender helps Notes/Domino environments reduce their e-mail storage costs by moving data off of the Domino server—ultimately reducing the total cost of storage including administrative overhead. The result—less data to back up, less tape media usage, and improved operational effectiveness within the Notes environment. EmailXtender minimizes the amount of storage space required for the e-mail archival database in the following ways: Single instance of all messages—EmailXtender stores only a single instance of all messages (and associated attachments). It eliminates the duplication of messages while retaining a record of users who sent or were copied on an e-mail. In addition, EMC uses a patent-pending duplicate detection algorithm that guarantees a unique instance of any message across the organization and across multiple Domino servers. Compression and encryption—The EmailXtender compression ratio is greater than 2:1, keeping the EmailXtender archival database small while ensuring the integrity of the archive. For example, after compression and de-duplication of a 5 TB (RAW storage) e-mail message store, the archival database
- 4. would consume less than 1.5 TB of storage. Other products do not generally compress messages or attachments. Messages are often kept in individual files on archival storage. Reduced e-mail backup/recovery As e-mail volumes grow, backup and recovery of Domino mail servers become time-consuming. EmailXtender offloads archived messages to a separate archival database and out of the Domino mail server. This approach can reduce Domino mail server size by up to 70 percent and significantly reduce storage costs. The centralized management of e-mail archives allows organizations to apply formal policies for retaining e-mail records. Administrators increasingly spend much of their time retrieving lost or deleted e-mail for users. With EmailXtender, message-level recovery from backup tapes may be avoided completely by simply recalling the required messages from the e-mail archive, reducing administrator involvement and improving user productivity. Notes archive file management Within the Lotus Notes environment, Notes archive files are used as a way for end users to create an archive of their individual e-mails. These files allow administrators to offload e-mail from the primary Domino server in order to improve manageability of the messaging environment, reduce the storage required for the server, and decrease the time required for backing up the environment. Nevertheless, Notes archive files may also need to be backed up, further increasing the storage required. In addition, organizations subject to e-mail retention regulations such as Sarbanes-Oxley are looking for ways to implement more formal and governed policies for retention. The use of Notes archive files, where end users define retention policies, does not provide an effective way to ensure that legal requirements for record retention are met. From an IT perspective, managing Notes archive files is equally as challenging as managing e- mail and has become a significant issue in managing the Notes environment. It represents one of the highest storage costs because e-mail messages are duplicated in multiple Notes archive files, and these files are generally stored on the most expensive disk media. EmailXtender helps address these issues by eliminating the need for these files and allowing messages from Notes archive files to be imported and consolidated (with duplicates removed) into a single archival database. The removal of local Notes archive files from the end user desktop allows for faster backups while ensuring access to archived e-mail records. Security and authenticity of archive EmailXtender provides a single archival system for all employee e-mail communication including attachments. This single database serves as a basis for all supervisory or administrator activity as well asfor access to archived messages by end users. When an end user accesses the system, security privileges restrict access to only his or her messages. Likewise, a supervisor will have access to all e-mail messages for users within his or her group, and an administrator will have access to the entire system.
- 5. An administrator has the rights to search the entire database with a single query. Additionally, supervisors have the rights to search a limited group of users or a limited archival category from within a single archival database. By contrast, other products generally create new archives and indexes for each user requiring access to archived e-mails. For supervisory access, new archives must be created with messages from the users in the review group. If global administrative access is required, a complete and separate archive and indexing structure must be created. This creates unnecessary storage duplication and makes the e-mail environment much more complex to manage. Additionally, the indexing approaches of other solutions are generally taxing on the file system and can consume up to 40 percent of the overall storage required for the archive. Conversely, EmailXtender indexing is extremely efficient, producing index data that is only 10 percent of messages and attachments. EMC Messaging Solutions for Lotus Notes enable organizations to securely and cost-effectively manage all e-mail and instant messages including Sametime, addressing regulatory or corporate record-keeping requirements while reducing overall storage and administrative costs. The solutions allow organizations to minimize risk and maximize e-mail resources. Flexible message archiving options. SourceOne supports Exchange and Lotus environments and archives e-mails three ways: via a journaling feature within these messaging applications, by allowing users to move messages into the archive directly from their inbox, or automatically executing archive policies (i.e., archive any messages older than 90 days) against the primary messaging application. These options make it very easy for customers to archive content for regulatory or discovery purposes— the journaling option is best suited for these scenarios. For mailbox and records management implementations, user-based or automated archive policy enforcement approaches are ideal to help control inbox sizes or categorize a subset of messages as non-regulated business records for corporate governance or knowledge management purposes. In addition, EMC SourceOne Email Management also supports automated collection of personal archives such as .pst and .nsf files, allowing companies to quickly find and archive these messages based on corporate policies. This helps customers centralize all of their historical messages so that attorneys do not have to go to every PC looking for .pst and .nsf files and IT does not have to worry about backing them up as part of laptop/desktop or file share data protection operations.
- 6. Rich retention policy management. Customers can archive messages based on several message The ability to non-disruptively integrate with existing e-mail environments, reducing the implementation burden on IT . SourceOne Email Management does not require any changes to the primary messaging environment, aside from an administrator enabling the journaling function within Exchange or Domino. Other solutions may require configuration modifications, such as the Lotus Notes mail templates. Why 64 Bit? EMC SourceOne 6.6 supports 8.5.x 64-bit support on AIX 5.3/6.1 and Windows 2003 SP2 64- bit/2008 SP2 64-bit. When upgrading from Domino 32-bit to 64-bit, it is important to run the updall -R task after the installation process, to update the view. On Windows, upgrading Domino 64-bit directly from an existing 32-bit installation kit is not supported. Domino 32-bit must be uninstalled before you install Domino 64-bit. Migrating Legato(Extender) to SourceOne Migrating from EMC EmailXtender ® to EMC SourceOne Email Management is a natural upgrade for EMC EmailXtender customers. EMC SourceOne Email Management provides EmailXtender users with improved performance, usability, and scalability—as well as additional features enabled by the next-generation architecture. By moving to the EMC SourceOne Email Management platform, EmailXtender customers have the ability to modularly extend the solution to manage not only e-mail but also their Microsoft SharePoint and file server content in the same centralized archive. The EMC SourceOne Email Management Migration Service provides EMC EmailXtender customers with a seamless migration to EMC SourceOne Email Management. EMC Information Intelligence Group Services and its certified partners offer a standardized, proven, three-phase migration service to assist in an efficient, complete migration from EMC EmailXtender to EMC SourceOne Email Management. As a pre-requisite, customers need to have an operational EMC SourceOne Email Management installation already set up before the migration services can be offered. EMC will work together with the archive administrator and technical team to conduct the following tasks, using EMC tested, certified, and supported archive migration software. Phases one and two can be easily combined in one engagement. Phase three, Production Migration, is usually scoped separately because in-house resources or remote monitoring options might apply.
- 7. PHASE ONE: HEALTH CHECK/MIGRATION PLANNING Phase one of the service includes the following activities: • Analyze existing EmailXtender and EMC SourceOne Email Management systems to validate required data quality before migrating • Analyze data volume and data integrity • Create a migration design • Technical overview of the migration process • Migration hardware requirements • Retention periods • Folder mapping • Sizing • Migration timing/disposition • Define execution windows for pilot and production migration • Define storage requirements to ensure capacity for the migrated EmailXtender archives PHASE TWO: PILOT MIGRATION During the pilot phase of the service, the following actions are performed: • Install and configure migration platform hardware and software • Connect the source and target archive areas • Gather statistics on source archive • Create actual migration of sample data set • Validate the success of the migration using a predefined validation plan • Determine actual throughput rate for customer environment • Report pilot results PHASE THREE: PRODUCTION MIGRATION The following activities occur during the production migration phase. • Migrate remainder of production data (managed remotely) • Conduct periodic validation of a subset of the migrated EmailXtender archives • Retire EmailXtender and EMC Centera ® systems (optional) PRE MIGRATION BEST PRACTICES Technical • Remediate and upgrade all EmailXtender systems (release version 4.81.1459 or higher) • Perform data cleanup of EmailXtender archives and identify and resolve content and indexing errors • Begin and complete EMC SourceOne Email Management deployment. EMC SourceOne Email Management 6.5 SP2 HF3 and higher must be in production.
- 8. MAINTENANCE AND SUPPORT SERVICES To qualify for the migration service, a company must be on a current EmailXtender / EMC SourceOne Email Management maintenance support contract. The contract needs to stay current during the production migration phase. The existing EmailXtender products that are on a current maintenance support contract will be converted “like-for-like” to an EMC SourceOne Email Management contract. Additional license and maintenance costs apply if you purchase any incremental seats or mailboxes, or EMC SourceOne modules. During migration planning, please consider the EmailXtender data volume for sizing the storage requirements for your EMC SourceOne Email Management solution. EMC provides easy-to-use tools to help with sizing.