This quick start guide provides you with the basic information to configure CloudM Migrate for a migration from Google Vault to Microsoft Azure Storage. It is highly recommended that you read the documentation in full for your platforms in order to understand all of the options available to you during a migration.
Vault file migrations can only be done to 'User' import object types. Shared drive or SharePoint site imports are not currently allowed.
- 64 bit Operating system: Windows Server 2016+ (Clean build recommended)
- Microsoft .NET Framework 4.8
- Recommended system specification - Primary Server:
- 3GHz 8 Core Processor or better
- 200+GB Disk space
- 16+GB Memory
- Recommended system specification - Secondary Server(s):
- Server names longer than 15 characters will cause communication issues between servers in a multi-server environment.
- 3GHz 4 Core Processor or better
- 100GB Disk space
- 8+GB Memory
- Server name shorter than 16 characters.
If you are looking to complete a 'large migration' (a migration of more than 25,000 users or 10 million objects), refer to the following articles for additional considerations:
- "Large Migration Infrastructure"
- Running SQL Server or Redis on an Independent Server
- Existing SQL Server Database Configuration
If you are storing Drive document mappings and running a large migration, contact the support team.
Both primary and secondary CloudM Migrate servers communicate with source and destination platforms, and the CloudM Migrate licensing platform using HTTPS.
Typically, it is ports 80 and 443, but that can depend on the source platform and local network configuration.
There is also the following to consider:
- You may need to whitelist our license server: portal.thecloudmigrator.com
- SQL server runs on TCP 1433 and UDP 1434
- Redis runs on port 6379
- Microsoft Message Queue on port 1801
- All of Google's API endpoints are listed here: https://support.google.com/a/answer/60764
Basic installation for single-server migrations
If you are completing a multi-server migration, skip to the Multi-Server Installation section of this guide.
Basic installation installs all components to a single machine and is suitable for performing migrations from a single server or as the main server in a multi-server migration.
If you have specialised requirements, have a pre-existing SQL Server instance you would like to use, or will be performing multi-server migrations using a server farm, you should also review the advanced installation documentation.
The following components makeup and are used by CloudM Migrate:
- Web Application and Primary Service
- Secondary Service
- SQL Server Express 2017
To start the installation:
- Open a web browser, download the latest x64 CloudM Migrate executable and launch the installer as an administrator: CloudM Migrate Changelog and Download Link
- Review and accept the license terms by checking the checkbox.
- Click 'Next'.
- All relevant fields will be selected / populated by default (with the exception of your web access credentials). To select an alternative installation directory:
- Click the ellipsis button (...) to the right of the 'Installation Path' field and browse to the required install destination.
- Set up your web access credentials with an email username and a password of your choice (which you will need to use to log in to the web application).
- Click Install to proceed. This installation process can take some time.
- Start CloudM Migrate by loading the web interface. Alternatively, the interfaces are available in the Start menu, under CloudM.
- If you have any issues regarding the installation, refer to the next section of this article.
- If the installation was successful, skip to Launching CloudM Migrate
If you have any issues when installing CloudM Migrate:
- Ensure that you have no pending Windows updates waiting to install. If you have Windows updates waiting to install, please install them and reboot.
- Check the following in the System Requirements:
- You must be running a 64bit version of Windows.
- You must be running Windows 8, 10, Windows Server 2016 or Windows Server 2016 R2.
- Try clearing your computer's temporary directory. This can be done using the disk cleanup application installed with Windows or by navigating in a Windows explorer window to %TEMP% and deleting the files from this directory.
- Check if any security or antivirus software may be preventing installation. CloudM Migrate needs to install custom firewall rules and make other system changes that some security packages may prevent. It is recommended to uninstall any non-Windows security software.
- Verify the checksum on your CloudM Migrate installation package to be sure the download is not corrupt. The latest checksums can be found on the CloudM Migrate Changelog page and files can be verified using CertUtil. MD5 and SHA1 checksums are provided.
- If the installer fails on the 'Prerequisites' package, and for any reason you have uninstalled SQL Server Express before an upgrade or reinstallation, make sure to delete the database files. These are in the following location by default:
- C:\Program Files\Microsoft SQL Server\MSSQL12.POWEREDBY\MSSQL\DATA\PoweredBy.mdf
- C:\Program Files\Microsoft SQL Server\MSSQL12.POWEREDBY\MSSQL\DATA\PoweredBy_log.ldf
If you encounter any problems during the installation of CloudM Migrate, you will be presented with a message box outlining the error encountered, or you will be shown the failed installation dialog.
Clicking on the Log link in the above screen will open a zip file. The number of files in this zip file can vary depending on the installation mode (e.g Install, Update or Uninstall) components being installed and the error encountered.
If you have a problem installing CloudM Migrate and the tips above do not help, start by reviewing the logs. If you are still unable to diagnose or solve the issue, please report it to our support team with a copy of the installer logs.
Clicking Close will close the installer.
Installation zip files can be also found in the following directory and prefixed with 'CloudM Migrate' or "CloudMigrator" followed by the date and time:
Virtual Machines are not mandatory and installations can be performed locally.
If you are not setting up Virtual Machines, and:
- Using Windows Server, skip to Step 1 in the Installing CloudM Migrate section.
- Not using Windows Server, skip to Step 2 in the Installing CloudM Migrate section.
Installing and configuring Virtual Machines
Refer to the Microsoft Azure (Windows Azure) articles for instruction.
There are several other methods that you can use to set up your servers, including using Google Cloud Platform.
CloudM recommends setting up Virtual Machines using Microsoft Azure when migrating to Microsoft (and Google Cloud Platform when migrating to Google) to limit network traffic costs.
Installing CloudM Migrate
- If using Windows Server, open Server Manager and:
- Select Local Server (1).
- Select On next to IE Enhanced Security Configuration (2).
- Set the radio button to Off for Administrators (3).
- Select OK (4).
- Open a web browser, download the latest x64 CloudM Migrate executable and launch the installer as an administrator: CloudM Migrate Changelog and Download Link
- Agree to the terms and conditions, select Next:
- For primary server installations: Leave the default installation options and enter the email address and password that will be used to log in to the CloudM Migrate web interface, and then select Install:
- Normally, you should use the default SQL Server Express Instance that is included with CloudM Migrate when installing a primary service. Using an existing SQL Server Instance should only be considered in large migrations, where you may expect to exceed the default SQL Server Express database size limit of 10GB.
- Once the installation completes, select Export Details to take note of the database details of the primary server (which will be needed when creating a secondary CloudM Migrate server), and then select Close:
- For secondary server installations: Install only the ‘Secondary Migration Service’ and enter any email address and password that will be used to log into the CloudM Migrate instance. Select “Use Existing SQL Server” and enter the Data Configuration details from the Primary Server, then select ‘Install’:
Launching CloudM Migrate
- CloudM Migrate can be configured using the local web interface on the primary server. This can be found in the Windows start menu > CloudM > CloudM Migrate Web, or by navigating to http://cloudmigrator.local/ in your web browser.
- Sign-in using the web interface credentials entered during installation:
General and Source Platform prerequisites
- Google Vault is connected to your Google Workspace account and so please perform the same steps as described for Google Workspace.
- You will need at least 30GB free disk space on each migration server.
- Additional Google APIs must be enabled using API Manager and Scopes added using the Google Admin Console
- Google Vault API, Scopes (https://www.googleapis.com/auth/ediscovery,https://www.googleapis.com/auth/ediscovery.readonly)
- Google Storage API, Scope (https://www.googleapis.com/auth/devstorage.read_write)
- Billing must be enabled for the Google project being used for the migration. This is necessary to avoid very low Google Vault export quota limits. Enabling it allows for higher export quotas, however, with a possible resulting cost. This cost is something your Google account manager should be able to discuss with you.
- Exporting from Google Vault is subject to quota limitations. If you find user migrations are failing with quota errors you should contact Google to have the limits increased.
Setting up the Service Account and enable the APIs within Google Workspace for CloudM Migrate
Please refer to the Setting up the Service Account and enable the APIs within Google Workspace for CloudM Migrate article.
Destination Platform prerequisites
Setting up a Storage Bucket
- Sign in to Microsoft Azure Home.
- Open the Portal menu, using the Hamburger menu icon.
- Select Storage Accounts.
- On the Storage Accounts screen, select Create
- On the Basic tab, enter the following information:
- Subscription - Select the subscription for the new storage account.
- Resource Group - Create a new resource group for this storage account, or select an existing one
- Storage Account Name - Choose a unique name for your storage account. Storage account names must be between 3 and 24 characters in length and may contain numbers and lowercase letters only.
- Region - Select the appropriate region for your storage account.
- On the Advanced tab, set Access Tiers to either HOT or COOL, as required.
- On the Data Protection tab, you can configure data protection options for blob data in your new storage account. These options can also be configured after the storage account is created.
- In CloudM Archive, the data retention rules can be rewritten using the Data Retention policies.
- Once you have configured these settings, select Review + Create, and then select Create again.
- The Storage Account will be created. This process can take a couple of minutes to complete.
- You will need to navigate back to the Storage Accounts screen.
- Click on the name of the newly created account in the list of Storage Accounts.
- In the menu, scroll down and select Blob Services > Containers.
- Now, select the + Container button,
- In the pop up screen, enter:
- Name - A unique name for the container
- Public Access Level - Set to Private
- Advanced Settings > Encryption Scope - Leave as default.
- Click on Create.
- On the same Storage Account page, select the Settings > Access Keys menu option.
- In the Access Keys page, click on the name of the newly created key and then click again on the current version.
- Select the Show Keys button at the top of the screen.
- Copy the value in the Key 1 > Key field. You will need this value later so you should copy into a document or notepad application.
Setup Azure Key Value (optional - only complete if requiring encryption)
We don't require you to use encryption, but you can use the following process if it is required.
Use the same method (either using encryption or not using encryption) throughout your project to avoid issues.
- In the Search bar at the top of the screen, enter Key Vaults and select the Key Vaults option.
- On the Key Vaults screen, select Create.
- Under the Basics tab, enter the Subscription, Resource Group and Name.
- Select Create + Review, and then select Create again,
- When the Key Vault is being created, you will be taken away from the Key Vaults section so navigate back to Key Vaults using the Search bar.
- On the Key Vaults screen, select the newly created Key Vault.
- Select Keys.
- Select Generate.
- Click on the newly created key, copy the key identifier without the version info at the end. This is the value for the CloudM Migrate Key Vault URL setting.
- Navigate to Azure Active Directory -> App Registrations, and select New registration.
- Fill out the details and select Register.
- On the App Registration screen, click on the name of the newly registered application.
- Select API permissions from the menu on the left side of the screen.
- Select Add a permission and add either of the following:
- User Read
- In the menu on the left, select the Certificates & Secrets option.
- Select New client secret and copy the Secret ID. This is the value for the CloudM Migrate Azure key vault client secret setting.
- In the left side menu, select Overview, and copy the Application (client) ID for the CloudM Migrate Azure key vault client ID setting.
- Return to Home > Key Vault,
- Ensure that the Permission Model is set to Vault access policy,
- Select + Add Access Policy,
- On the Add access policy screen, make sure that the Select principal value is set to the required Application (as set in step 4 and 5),
- Ensure that the Key Permissions field is set to Get, Decrypt, Encrypt and Unwrap Key.
- Select Add.
Start a new configuration project
- Login to CloudM Migrate,
- Select Projects in the Functions column on the left side of the screen,
- Select the Add button (+ icon) to prompt the section to expand,
- Select the Create a new project option,
- In the pop-up box, select Microsoft Azure Storage as the Destination platform (the platform that you want to migrate all of your users and data to) and enter the Domain Name (the destination domain you are migrating to), a Configuration Name of your choice and License Key.
- Select Check License to ensure that the license entered is valid for the destination platform that you want to migrate to.
- Select Continue.
- The project will now be displayed in the domain drop down menu at the top of the screen. Make sure that the project is selected.
Create a new configuration
To create a new configuration:
- Select the Create a new configuration to get started option.
- In the pop-up box, select Microsoft Azure Storage as the Destination platform (the platform that you want to migrate all of your users and data to) and enter a Configuration Name.
- Select Continue.
- The configuration will now be displayed in the Configuration Overview.
Once the configuration is created, it will be displayed in the Configuration Overview table. Select Configure, enter a CloudM license key and select Apply to start the configuration process.
Configure Source Platform settings
Choose Google Vault as the migration source and enter your Google Workspace settings into CloudM Migrate and then click Next.
- Domain Name - The domain name you will be migrating from. This should be the Internet domain name, not the local domain name.
- Admin Username - An administrator account for the domain specified, this will usually be an email address for a Super Admin.
- Authentication Method - Set whether to use a P12 key or a JSON key as the authentication method.
- Service Account Email Address - Before attempting to configure CloudM Migrate, you should have created a Google Cloud platform project and created a service account for it. If you have selected to use a P12 key, you will need to input the service account's email address in this field.
- Private Key - The file path to the P12 or JSON key that was generated and downloaded when creating the OAuth service account.
If you cannot find the private key, go back to Google Cloud Platform service accounts, select your project (if not already selected), use the option button on the right of the service account and click "Create Key". Select P12 or JSON and download the key file.
Select Next to test the connection to the platform
Configure Destination Platform settings
- Domain Name – The name of the Microsoft domain to migrate to. This may be either a primary or secondary domain. Note: you can only migrate users to one domain at a time. If you have both primary and secondary domain users, they must be processed in separate migrations.
- Storage Account Name - The name of the Azure storage account.
- Account Key - The Access Key for the Azure storage account.
Azure Storage Details
- Container Name - The name of the container that has been created in Microsoft Azure, under Home > Storage accounts > (Your Storage Account) > Containers.
- Max File Size - The maximum size of the files to be uploaded (bytes).
- Compress Objects - Compress the Objects before they are uploaded. Setting this to True will use less cloud storage space at the expense of slowing down the Import.
Azure Key Vault Decryption Options (optional - complete if encryption required)
- Key Vault Decryption Key Url - The Url of the decryption key in Azure Key Vault.
- Client Id - Client Id used to access Azure Key Vault.
- Client Secret - Client Secret used to access Azure Key Vault.
Customer-Supplied Key Decryption Options (optional - complete if encryption required)
- Decryption Key File Path - The location of your decryption key file.
Select which users to migrate
It's now time to add which users you'd like to migrate.
When migrating, you may be able to Get Users from the actions menu. If this option is unavailable, you can manually import users via a CSV file or simply add them individually via the plus icon.
Selecting a star next to any specific user or users will prioritize their migration. When a migration starts, threads will be assigned to any starred user so that their migration can start immediately.
At this point you can choose what to migrate for each user, you can migrate mail and drive.
Enter your user's full email address within the Export Name field. If you have already created your users, then you will just need to enter their username.
Select how much mail to migrate
CloudM Migrate lets you decide how much mail you'd like to migrate to your shiny new system.
If you are changing your email address as part of the migration you can verify that the domain names are correct here. You can also specify specific address replacements in the respective section of the advanced settings.
For more information on domain and address replacements, see this page.
Start your migration
We know that you may want to start your migration in the middle of the night, or over the weekend, but we don't expect you to stay up in order to do so. With CloudM Migrate, you can decide to schedule exactly when you'd like the migration to occur.
If you want to start the migration straight away, select Start.
Migration Readiness Test
The Migration Readiness Test provides a last check before starting a migration (regardless of the source or destination platform - with the exception of PST Archives, Google Cloud Storage and Microsoft Azure Storage). The Drive Readiness Test is now included as part of the Migration Readiness Test.
The test will be optional but is highly recommended, especially in cases where the user has made numerous changes to their configuration. You can only run one Migration Readiness Test at a time.
The test includes:
- Checking where changes have been made to general and advanced migration settings (differing from the default values) and suggest any potential issues that these settings could cause,
- Scanning the Source and Destination platform to ensure that the connections work properly,
- Flagging up any additional limitations, allowing users to resolve any issues before their migration begins.
To run the Migration Readiness Test:
- After conducting an Environment Scan, select Next,
- On the Summary screen, select Start (or click on the Migration Readiness Tests field),
- A Migration Readiness Test pop-up screen will be displayed, as shown below,
- You can choose to skip the Migration Readiness Test (by placing a tick in the checkbox), but we highly recommend running the test,
- Select Start Readiness Test,
- The results will start to propagate as settings are checked,
- If the setting is properly configured, the check results will be highlighted in Green,
- If the setting is different to the default value, it will be highlighted in Blue with a description of the setting. These results reflect changes that you have made, but should still be checked here to make sure that they are still correct for your migration,
- If the setting has failed (usually when attempting to connect to a source or destination platform), the check result will be highlighted in Red. These settings need to be rectified or your migration will fail.
- Select Close to close the pop-up screen.
- Once all errors are corrected, you can start your migration.
To export the report (for example, if prompted by our Support Team):
- Once the test has been completed, select the Export option,
- The report will be exported in CSV format and will save in your computer's Downloads folder.
- Attach the CSV file to your Support ticket.
Review your migration results
During the migration process, CloudM Migrate will report back in real time exactly who is being migrated and the items being processed. All you now need to do is sit back, relax and wait for your migration to complete.
Check the progress of your migration.
Once complete you can download a full report for your migration.