1 - INSTALLING TZUNAMI EXCHANGE EXPORTER

This chapter contains information about installing Tzunami Exchange Exporter. It contains the following topics:

• System Requirements

• Installing Tzunami Exchange Exporter

  

Download a PDF version of this guide at: http://download.tzunami.com/go.aspx?ExchangeGuide=Download

System Requirements

The following requirements must be met in order to use Tzunami Exchange Exporter:

 

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Installing Tzunami Exchange Exporter

Tzunami Exchange Exporter requires that Microsoft Outlook is to be installed and configured.

Only Microsoft Outlook (x86) versions are currently supported. Microsoft Outlook (x64) currently cannot be used with the Exchange Exporter.

To install Tzunami Exchange Exporter:

1. Unzip the zip file, and run Tzunami Exchange Exporter Tool Setup.msi. The Tzunami Exchange Exporter setup wizard (Welcome window) will launch. To advance through the install wizard, click Next on the bottom of the window.

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2. In the End-User Licensing Agreement panel, click "I accept the terms in the License Agreement " and click Next  to continue installation.

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You are advised to read the terms of the license carefully before proceeding with the installation. If you decline the license terms, the installation cannot proceed.

3. In the Custom Setup panel, do one of the following:

• To accept the default Destination Folder, click Next .

• Click Browse , locate and select a destination folder, click OK,  and then click Next .

 

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 4. In the Ready to install Tzunami Exchange Exporter panel, click Install .

 

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5.In the Completed Tzunami Exchange Exporter Setup Wizard, to exit the wizard, click Finish .

 

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When Tzunami Exchange Exporter is installed, it comes with a default license that can be used for evaluation purpose only. This license is limited in time and number of operations.

In order to access and export content from the Exchange Public Folders, you must configure Microsoft Office Outlook with an account that has access to the Exchange Public Folders.

For the exporter to run properly, you must configure your Microsoft Office Outlook to work in Cached Exchange Mode, and set to Download Full Items.

  

 

2 - TZUNAMI EXCHANGE EXPORTER

This chapter contains information about installing Tzunami Exchange Exporter. It contains the following topics:

• Overview

• Exporting from Exchange

• Command-line Export

• Best Practice

  

Overview

Exchange Exporter enables migrating Exchange content into SharePoint Server 2010/SharePoint Foundation 2010 (SPS2010/SPF2010), Microsoft Office SharePoint Server 2007/Windows SharePoint Services 3.0 (MOSS/WSS3.0) or Microsoft SharePoint Portal Server 2003/Windows SharePoint Services 2.0 (SPS2003/WSS2.0) or Microsoft Office 365 using Tzunami Deployer.

To load Exchange content into Tzunami Deployer, you must first extract the content, using Exchange Exporter, into TDX (Tzunami Deployer Export) and STDX (Separate Tzunami Deployer Export) files. You can then load this TDX file into a Deployer project.

When working with Deployer on several machines, you can run an export on one machine and load the exported data on another.

Exchange Exporter is an extension module of Tzunami Deployer. You can work with this module independently of Tzunami Deployer.

Supported Types

The following items are exported from Exchange:

• Appointments (Events in calendars)

• Contacts

• Distribution lists

• Posts

• Tasks

• Notes

• Documents

• Mail items

• RSS Feed items

• Discussion

Events in calendars are exported with their recurrence information. If migrated into a Calendar list in SharePoint, the SharePoint events will have the same recurrence information. This information is not visible in the Tzunami Deployer user interface.

Attachments of mail items are exported as a part of the mail’s MSG file. This allows you to migrate mail items into either a Document Library or a Generic List.

 

When you export message files as MHTML file, your email attachment may be removed.

Security

In addition to the structure and items, Tzunami Exchange Exporter extracts security information. The following permissions are used in the exporter:

• None

• Read Items

• Create Items

• Create Sub Folders

• Edit Own

• Edit All

• Delete Own

• Delete All

• Owner

• Contact

• Visible

Each item is assigned an ACL defining the permissions of the various members according to the roles they were assigned.

The exporter automatically creates default roles that are used during the deployment process. The roles include None, Owner (Visible, Owner, Create Sub Folders, Delete All, Edit All, Create Items, and Read Items), Publish Editor (Visible, Create Sub Folders, Delete All, Edit All, Create Items, and Read Items), Editor (Visible, Delete All, Edit All, Create Items, and Read Items), Publish Author (Visible, Create Sub Folders, Delete Own, Edit Own, Create Items, and Read Items), Author (Visible, Delete Own, Edit Own, Create Items, and Read Items), Non Editing Author (Visible, Delete Own, Create Items, and Read Items), Reviewer (Visible and Read Items), and Contributor (Visible and Create Items).

 

Exporting From Exchange

The Tzunami Exchange Exporter enables you to export Exchange document contents to a TDX file.

When exporting, keep the following in mind:

Export in small chunks: When exporting from your source system, perform the export in small chunks of about 40K-50K files each that have a common business logic or some other logic.

Ensure consistency: Make sure that the content of the different exports does not overlap and that, while exporting, no changes are made to the source data.

To export to a TDX file:

1. In Tzunami Deployer, right-click in the Exchange tab source store area and select Export Exchange to TDX .

Or Click  Start > All Programs > Tzunami > Tzunami Exchange Exporter .  The Welcome screen of the Export Wizard appears.

 

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 2. Click Next . The Exchange Configurations screen appears with two tabs: Items and Advanced.

a. Items Tab

The Items tab allows you can select the type of items you want to export from Exchange server. The tab allows you to specify the export general information such as security, custom properties and hidden items.

 

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 b. Advanced Tab

The Advance tab allows you to select export option such as mail message metadata, mail properties etc. from Exchange server.

 

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 3. Click Next . The Folders screen appears. Navigate the Exchange folders and select the folders to export.

 

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You can select all subfolders of a selected folder by checking ‘Automatically select subfolders’.

4. Click Next . The Filter screen appears.

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5. Set up filtering as follows:

c. In the Properties field, select a property.

d. In the Condition field, select a condition from the dropdown list and enter or select values in the corresponding field.

e. Click Add Condition . The condition is added to the Filter area, displaying the full filter expression.

You can only add one condition per property.

You can edit a condition for a property by selecting the property and modifying the condition type or values that are currently assigned to it.

You can remove a condition from a property or all the conditions from all the properties by clicking Clear Condition or Clear All, respectively.

This option works only for Data Items.

If multiple conditions are applied, only items that match all conditions are exported.

6. Click Next . The Destination Folder screen appears.

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7. Specify where to export the files and generated TDX information. Make sure you are saving to a folder with a descriptive name and under a well-organized file system hierarchy. It is recommended to export to a folder that is as close to the root as possible.

Click Save  for saving export specification details as an XML file which can be used to run the exporter in command-line mode. See the section ‘Command-line Export’ below for more details

 

8. Click Next .

 

If the export folder already exists, a warning appears, informing you that the destination folder already exists and if you continue all existing information will be deleted.

Clicking OK confirms overwrite and clicking Cancel returns you to the Destination Folder screen to change the destination folder.

An Exporting screen appears with a progress bar and execution report, and the export process begins.

 

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9. Click Next . The Export Complete screen appears.

 

You can save the export report by clicking Save As… after the export is complete.

You can display only export errors and warnings by checking Errors only.

You can check Auto-scroll to display the latest progress messages, as they appear.

10. Click Done . The Tzunami Exchange Exporter wizard is closed.

After the extraction process completes successfully, you are prompted to load the exported data into the current Tzunami Deployer project. Clicking ‘Yes’  begins the process of loading the content from the previously exported TDX file into the project. For more information about loading sources, refer to the Tzunami Deployer User Guide.

 

Command-Line Export

 Tzunami Exporter for Exchange provides ability to run export sessions non-interactively using command line instructions. This allows administrators to plan and schedule long running migration jobs through scripts, batch files and schedulers according to needs and organizational timetables. To run the exporter in batch mode you will need exporter specification file explained in the ‘Choose Destination Folder’ step of the export wizard. The file contains all the export option details including:

• Source ECM connectivity information (Server Address, User Name, Password etc.)

• Items to export

• Destination and Log Folder

• Filter

• Exporter specific options

This file can be edited to suit your needs however the XML schema of the file should not be altered. It is recommended that you generate a sample specifications file in the Destination Folder Screen selection step of the export wizard and use it as a template to create your own specification file.

Once the specification file is ready, you can run the exporter from command line using command:

TzunamiExporter.exe [-r <ResultFile >] -s <ExportSpecificationsFile >

 -r Outputs export results into an XML file [Optional]

-s XML file containing export specifications

Based on your needs you can create number of specification files and use them to run multiple export sessions as batch commands.

You will need to provide absolute path for TzunamiExporter.exe and ExportSpecificationsFile in the command if you are not running from the exporter installation directory.

In Microsoft Windows 7, Windows Vista, Windows Server 2003 and Windows Server 2008 environment, if USG (Universal Security Group) is enabled, Users with low privileges sometimes cannot export ECM contents. To export contents using command line, User must run with elevated or administrative privileges.

To export contents with elevated or administrative privileges, you can run the exporter from command line using command:

RUNAS /trustlevel:"Unrestricted" "<ExporterInstallationDirectory>\TzunamiExporter.exe –s \"<Spec file path>\Specfilename.xml \" "

For example: RUNAS /trustlevel:"Unrestricted" "C:\Program Files (x86)\Tzunami\Deployer 2.7\Exporters\Exchange\TzunamiExporter.exe -s \"D:\Spec Files\specs1.xml\" "

   

Best Practices

Due to the technological differences between Exchange and SharePoint, the following best practices should be taken into consideration:

• Migrate folders to their relative list types, based on the items in those folders.

 

• Profile properties/columns can be added to the items as part of the deployment. For more information about adding attributes, refer to the Tzunami Deployer User Guide .

• Mail items can be migrated as

• MSG files into a Documents Library. Microsoft Office Outlook or similar software is required to open these documents.

• Data-items in a Generic List. The attachments of the mail item become attachments of the data-item. The body of the mail is migrated as a property of the items. Note that some reformatting may occur due to SharePoint limitations. Note that, embedded images and drawings are not migrated.

• RSS items can be migrated as

• MSG/MHTML files in Document Library. Supported software if required to open these documents. In this case, the Full Article attachment of the RSS items will not be migrated.

 • Data-items in a Generic List. The Full Article of the RSS item becomes the attachment of the data-item.

 

 

 

• It is often useful to add properties that exist for items in Exchange (but are not part of the default lists in SharePoint) to ease working with the content. For example, when migrating mail items, it might be useful to add TOFROM, and RECEIVED properties to the list. This enables users to sort, group, and filter the items based on these columns. The Tzunami Deployer Rule Engine provides a similar default behavior, out-of-the-box. For more information about adding properties or using the Rule Engine, refer to the Tzunami Deployer User Guide .

 

3 - LICENSING INFORMATION

Tzunami Exchange Exporter uses a default license that can be used for evaluation purposes. This license is limited in the number of items that are exported. If the license does not match your evaluating needs, contact support@tzunami.com for an extended license. For this purpose you will need to provide the Product Serial Code, and then enter the License Key you receive back from the Tzunami.

 

To retrieve the Tzunami Product Serial Code:

1. Select Start > Programs > Tzunami > Tzunami License Update for Exchange. Tzunami License Update window opens.

 

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2. Click Copy. This copies the Product Serial Code to the clipboard.

3. Paste the contents of the clipboard into an email and send it to the Tzunami Support Team at support@tzunami.com

To extend the Tzunami license:

1. Select Start > Programs > Tzunami > Tzunami License Update for Exchange . Tzunami License Update window opens (Figure 13 ).

2. Click Browse  and select the new License Key file received from the Tzunami Support Team.