Retain PST Importer

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The PST Importer is tool which inputs mail in PST Archives into the Retain system. The PST importer is a utility which is installed on a Windows machine, local to the PST archive and works in coordination with the Retain server.

Contents

System Requirements

Java Runtime Environment 6 (No other Java can be present on the system.) Windows 7, Windows 2008 R2 Open and direct network connection to the Retain Server NOTE: If the correct Java is not present in the system, the install will not start, but will provide a link to the download of the 1.6 JDK. Select the correct version, (32 or 64-bit), download and install it. Due to the way Windows interacts with Java, there can be no other version of Java on the host machine. Uninstall any other version.


Installation

Installation of the PST Importer is simple. From the tools\pstimporter directory, locate the ‘Retain-PST-Importer.exe file and run it.

Once initialized, the PST installation will display the Setup Wizard. Select ‘Next’ to continue.

Accept the License agreement and select ‘Next’ to continue.

The system Requirements are listed. Select ‘Next’ to continue.

The installation folder is displayed. Change it as desired and select ‘Next’ to continue.

Installation scope is displayed. Currently, all installations are the same. Select ‘Next’ to continue.

The PST Importer may be installed with a link in any desired start menu folder. The default is displayed. Change as desired and select ‘Next’ to continue.

Select which icons and links are going to be installed in the system and select ‘Next’ to continue.

Review the installation settings. If any settings need to be changed or revised, use the ‘Back’ button to return to that interface and change them. When correct, select ‘Install’ to install the program.

Once the installation as completed successfully, select the ‘Finish’ button.


Configuration

The PSTMigrator requires a Worker configuration and bootstrap file to know where and how to communicate with the Retain Server. A new worker must be created, configured, and the configuration file loaded into the PST Importer. Follow the steps below.

  1. In the Retain Server management console, create a new worker, it would be appropriate to name it ‘migrator’ or ‘pst migrator’ for ease of remembrance, but any name desired will do, but remember that this worker should never be configured with any jobs in the Retain Server. A general configuration is all that is required; no specific settings need to be changed from default, except the connection information if it needs to be modified in accordance to the needs of the local network. It is imperative that the PSTMigrator have an open connection to the Retain server. When the settings are correct, save the new worker.
  2. Download the bootstrap file.
  3. Run the PSTMigrator utility. Locate the Retain PST Importer icon or start menu item and run the program. On initial startup, the Retain PST Importer opens to the configuration page. The worker configuration file contains all the connection information for the Retain Server. (If the location changes, the worker configuration file will need to be re-downloaded.)
  4. Upload the Worker configuration to the PSTMigrator.

Select the Retain Server Connection tab, where the bootstrap file is specified and select the ‘folder’ to browse to the file location. Select the appropriate worker configuration file and load it to the Import tool.

Use

Use of the Import tool is very simple. The import tool may be restricted to import only messages in the archive which fall into a specified date range or it will attempt to import the entire archive. If a previously running archive job had already been performed, the tool may resume importing the archive to Retain where it left off.

To add or remove an archive to the Import tool, use the ‘add’ and ‘remove all’ buttons at the top of the archive window. Adding an archive opens a browse window to allow selection of the archive. To remove the archives from the list, select ‘remove all’. When the desired archive or archives have been added, select the ‘Start’ button to being the archive. Rolling information is displayed in the information window at the bottom of the screen.

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