Difference between revisions of "MailStore Server to MailStore SPE Migration"

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Latest revision as of 09:22, 17 June 2019

This guide explains how to turn a MailStore Server installation into a MailStore SPE Instance.

As the two products use a slightly different format of the master database (MailStoreMaster.fdb), which contains the configuration, it is not possible to move the entire MailArchive directory of MailStore Server onto a MailStore SPE Instance Host. However, it is possible to transfer all archive stores, which contain the actual messages, by following these simple steps:

Important Notice: The MailStore Server archive store must be on Version 7 or higher. If this is not the case, the entire archive (MasterDatabase and Archive Stores) must be loaded once into a MailStore Server 7, or higher, before it can be migrated to the SPE, because then some necessary database upgrades will be performed. The MailStore SPE version must be equal or higher than the MailStore Server version where the archive stores were attached to last.

When MailStore Server is on version 10 or higher and the customer does not want to share the product key with the service provider, the recovery key can be set to a generated value before migrating.

First create a new MailStore SPE Instance. The instance must not be started yet.
Stop all archiving profiles in MailStore Server, either by setting the execution mode to manual, by disabling all Jobs or by disabling all scheduled tasks.
Stop the MailStore Server service.
Copy all archive store directories from MailStore Server into the instance's Data directory. Do not transfer the MailStoreMaster.fdb, the MailStoreMaster.key and MailStore.xml files. Make sure, there is no remaining .lock file in any of the archive store directories. If there is, the MailStore Server service has not been stopped completely yet. When there are identical folder names, do not merge them, but give them unique names instead.

Important Notice: After this step, do not run any of the archiving profiles in MailStore Server again, otherwise you might risk that emails are not getting archived by the MailStore SPE Instance (i.e. when a profile contains automatic deletion rules).

Start the MailStore SPE Instance.
Attach the archive stores that were previously transferred to the newly created instance. In case the archive store is migrated from MailStore Server 10 or newer the recovery key (product key or generated value) of the source MailStore Server installation is required. You have to use the UnlockStore command in the DEVELOPER > Management API window of the Management Console as described here.
Set the state of one archive store to Current.

Additional Steps

Depending on the previous configuration of MailStore Server, the following tasks are to be done to configure the MailStore SPE Instance accordingly:

Create users, either manually or by synchronizing with a directory service.
Configure compliance settings.
Create archiving profiles.
Verify the rest of the configuration, such as search index configuration, export profiles, permissions, etc.

@@ Line 1: / Line 1: @@
-This guide shows, how to migrate a MailStore Server installation into the MailStore SPE.
+__NOTOC__
+This guide explains how to turn a MailStore Server installation into a MailStore SPE Instance.
-This can be useful, if the customer has used MailStore Server before, but now he wants the archive to be stored in a service provider's datacenter.
+As the two products use a slightly different format of the master database (''MailStoreMaster.fdb''), which contains the configuration, it is not possible to move the entire ''MailArchive'' directory of MailStore Server onto a MailStore SPE Instance Host. However, it is possible to transfer all archive stores, which contain the actual messages, by following these simple steps:
-Also, when an on-premise mailserver or on-premise e-mail files, like PSTs, should be archive by an SPE instance, it might be a good decision to do the [http://en.help.mailstore.com/Archiving_Email intial archiving with MailStore Server] in the customer's infrastructure, and then migrating the resulting MailStore databases into the SPE. Usually a [https://my.mailstore.com/TrialLicense/RequestForm?lang=en MailStore Server Trial license] will do for that purpose.
+<p class="msnote">'''Important Notice:''' The MailStore Server archive store must be on Version 7 or higher. If this is not the case, the entire archive (MasterDatabase and Archive Stores) must be loaded once into a MailStore Server 7, or higher, before it can be migrated to the SPE, because then some necessary database upgrades will be performed. The MailStore SPE version must be equal or higher than the MailStore Server version where the archive stores were attached to last. <br/><br/>When MailStore Server is on version 10 or higher and the customer does not want to share the product key with the service provider, the recovery key can be set to a generated value before migrating.</p>
+* First [[Creating_Instances| create a new MailStore SPE Instance]]. The instance must not be started yet.
+* Stop all archiving profiles in MailStore Server, either by setting the execution mode to ''manual'', by disabling all ''Jobs'' or by disabling all scheduled tasks.
+* [http://en.help.mailstore.com/MailStore_Server_Service_Configuration Stop the MailStore Server] service.
+* Copy all archive store directories from MailStore Server into the instance's ''Data'' directory. Do not transfer the ''MailStoreMaster.fdb'', the ''MailStoreMaster.key'' and ''MailStore.xml'' files. Make sure, there is no remaining ''.lock'' file in any  of the archive store directories. If there is, the MailStore Server service has not been stopped completely yet. When there are identical folder names, do not merge them, but give them unique names instead.
+<p class="msnote">'''Important Notice:''' After this step, do not run any of the archiving profiles in MailStore Server again, otherwise you might risk that  emails are not getting archived by the MailStore SPE Instance (i.e. when a profile contains automatic deletion rules).</p>
+* Start the MailStore SPE Instance.
+* [[Instance_Management#Attach_Existing_Archive_Store|Attach the archive stores]] that were previously transferred to the newly created instance. In case the archive store is migrated from MailStore Server 10 or newer the recovery key (product key or generated value) of the source MailStore Server installation is required. You have to use the ''UnlockStore'' command in the ''DEVELOPER'' > ''Management API'' window of the Management Console as described [[Instance_Management#Unlock_Archive_Stores|here]].
+* Set the state of one archive store to ''Current''.
-Since the MailStore databases usually are considerable smaller then the uncrompressed e-mail volume, the amount of data to be transferred initially is significantly less.
+== Additional Steps ==
+Depending on the previous configuration of MailStore Server, the following tasks are to be done to configure the MailStore SPE Instance accordingly:
-The two product use a slightly different format of the ''MasterDatabase'', which holds the configuration items, therefore it is not possible just to move the entire ''MailArchive'' directory of MailStore Server into the SPE.
+* Create users, either manually or by synchronizing with a directory service.
+* Configure compliance settings.
-However, it is possible to transfer all the ''archive stores''.
+* Create archiving profiles.
+* Verify the rest of the configuration, such as search index configuration, export profiles, permissions, etc.
-* First you have to [[Instance_Management_-_General_Administration#Creating_Instances| create an instance]]. The instance does not have to be started yet.
-* Stop all archiving profiles in MailStore Server, either by setting the execution mode to ''manual'' or by disabling all scheduled tasks.
-* [http://en.help.mailstore.com/MailStore_Server_Service_Configuration Stop] the MailStore Server service.
-* Copy the ''archive stores'' directories from MailStore Server into the instance's ''Data' directory. You do not need to transfer the ''MailStoreMaster.fdb'' and ''MailStore.xml''. Make sure, there is no remaining ''.lock'' file in of the ''archive store'' directories. If there is any, the service is not stopped yet completely.
-* Start the instance.
-* [Instance_Management_-_Instance_Administration#Attach_Existing_Archive_Store Attach] the transferred ''archive stores'' to the newly created instance.
-*: '''Hint:''' If there are lots of ''archive stores'' to be attached, you can use a Python script to attach them automatically. More about this [[Migrate_from_MailStore_Server_to_SPE#Script|here]]
-[[File:Ms_spe_move_instance_01.png|center]]
-[[File:Ms_spe_move_instance_04.png|600px|center]]
-*: '''Hint:''' If you need a minimal downtime of the instance, you could stop all archiving processes, create a backup of the instance with VSS, and store the backup in the new location. Then you just have to change the path instead of waiting for the transfer process.
-= Script =
-Here comes the scripting part, yeah.