Before You Begin

Review the requirements for Transvault: Transvault Migrator v10.3 – Hardware, Software, and Access Requirements .

Overview of EMC SourceOne (ES1)

EMC SourceOne is an archiving platform for email, file, and SharePoint data. It supports:

• Exchange, Domino, SMTP email archiving
• SharePoint and File System archiving (optional modules)
• Legacy support for EmailXtender 4.8 SP1 archives

Archived content is stored in the Native Archive, with metadata in SQL or Oracle databases.

Archiving Workflow Summary

1. Collection — identify data types (emails, PSTs, NSF files).
2. Classification — sort by departments using AD/LDAP.
3. Processing — extract metadata and de-duplicate content.
4. Archiving — store data in containers/folders on Centera, SAN, or NAS.

EMC SourceOne Components

• Console — MMC-based tool for managing jobs and activities.
• Web Services — enable OWA, DWA, and web-based search.
• Client Apps — Microsoft Outlook and IBM Lotus Notes.
• Client Services — OWA and Domino Web Access.

Migration Setup Options (Transvault)

Direct Connector

• Recommended for performance.
• Requires:
  • 64-bit Outlook & Migrator (Exchange)
  • db_datareader access to SourceOne DB
  • Read access to Archive Folders (.emx files)
  • Microsoft Visual C++ 2010 Redistributable

API Connector

• Required for Notes migrations and when Direct is not viable.
• Requires:
  • 32-bit Outlook & Migrator
  • SourceOne Worker Services (same version as on SourceOne server)
  • db_datareader access to SourceOne DB
  • Access to Archive Folders for orphaned gathering
  • Microsoft Visual C++ 2010 Redistributable

Connecting Transvault to SourceOne

1. Open Connection Properties in Transvault.
2. Select source type (Direct/API for Exchange/Notes).
3. Configure disk or Centera storage:
   1. For Centera: enter IP/port and validate the .PEA file.
4. Validate paths and test connections.

Gathering Data

Supported Types

• Mailbox (Users) — gathers per user mailbox data.
• Journal — gathers per container (useful for compliance).

Optional filters:

• Date ranges
• SMTP address lists (CSV)
• Orphaned messages (assigned to an “Orphaned” mailbox)

Gathering Methods

Mailbox (Users)

• Duplicates messages per recipient.
• Option to include all recipients as owners.

Journal (Single Instance)

• Messages gathered once per container.
• Can group by archive folder or month.
• Option to rehydrate with Compliance Time Machine (CTM).

Common Issues & Fixes

Gathering hangs or is slow?

• Use Mailbox-only gathering first, then the message sub-task.
• Enable OneTouch gathering for parallel migration.

Missing folder names after migration?

• Run Owner, Folder & Shortcut Synchronisation before migration.
• Sync retrieves the correct folder mapping based on user mailbox shortcuts.

API Gatherer hangs?

• Set EsoOutOfProcessRetrieving = False in configuration.

Compliance Time Machine (CTM)

CTM rehydrates journaled messages for individual recipients to:

• Comply with Office 365 licensing (no shared mailboxes).
• Perform targeted data extraction (e.g., demergers).

Supports multi-step migrations: Source → PST/EML → Target.

SQL Queries for Stats & Indexes

Improve performance

Add indexes to SourceOne DB for faster gathering:

CREATE NONCLUSTERED INDEX IX_TV_PERF_ON_ROUTE
ON dbo.Route (EmailId, MessageID, FolderId, RouteType)
INCLUDE (RouteMask, PartitionId);

Estimate volume per user

SELECT ea.EmailAddress, COUNT(r.MessageId) AS MsgCount, 
CAST(SUM(CAST(fm.CompressedMsgSize AS BIGINT))/1024.0/1024.0/1024.0 AS DECIMAL(10,2)) AS SizeGB
FROM Route r
JOIN FolderMessage fm ON fm.MessageID = r.MessageID
JOIN EmailAddress ea ON r.EmailId = ea.EmailId
GROUP BY ea.EmailAddress;

Retrieving Message Samples

To locate a message by subject and date in SourceOne:

SELECT * FROM Message
WHERE MsgSubject LIKE '%Subject%'
  AND MsgDate BETWEEN 'YYYY-MM-DD' AND 'YYYY-MM-DD';

To find it in Transvault:

SELECT TOP 1 * FROM ESSMIG_ESO_MESSAGE
WHERE ESO_MESSAGE_ID = <MessageID>;

Common Configuration Keys