Office 365 Migration –

Understanding Migrations Part

1
June 2013
Summary of Migration Options
PST Migration PST Cu Sta 20 20
New service mailbox IMA to ge 10 13
Service Migrations

User or IT PST migration options P ve d Hy Hy

r bri bri
IMAP Migration d d
Supports wide range of email platforms Exchange 5.5  
Email only (no calendar, contacts, or tasks)
Exchange  

Cutover Exchange Migration (CEM) 2000

Good for fast, cutover migrations Exchange     

No migration tool or computer required on-premises 2003

Exchange      
Staged Exchange Migration (SEM)
2007
No migration tool or computer required on-premises
Exchange     
Requires Directory Synchronization with on-premises
AD 2010
Exchange    
Hybrid Deployment 2013
Hybrid

Manage users on-premises and online Notes/Domin 

Enables cross-premises calendaring, smooth o
migration, and easy off-boarding
GroupWise 

Other  
Migration Option Decision
Coexistenc
Factors
Coexistenc
e
Provisioning
Size Requiremen
t
Simple DirSync
Large Rich Manual/Bul
Medium k
Small Provisionin
g
Automatic
Provisionin
Source g
Identity
Server
Manageme
Exchange DEPLOYMEN nt
IMAP T PLAN On-
Lotus Migration
Migration Premise
solution
solution is
is
Notes part of the
Single
part of the
Google plan Sign-On
3 | Microsoft Confidential
plan
On-Cloud
 In EAC, select
recipients |
migration

Migration Tool
launched from
Exchange
Admin CenterStart migration
wizard

Choose
migration type
and follow
prompts
 Set of Migration Cmdlets

Migration Tool  New-MigrationBatch

 Start-MigrationBatch
also available  Get-MigrationBatch

via 


Get-MigrationStatus
Complete-Migration
PowerShell  Test-
MigrationServerAvailability
PST MIGRATIONS
PST migration features
 Works with customers using Outlook independent of
mail systems
 Enables user driven or IT migration
 Users can migrate content on demand
 Migrates mail, calendar, contacts, tasks
 New mailbox in cloud – new Outlook profile and
caching
PST Capture Tool
 Stand alone tool to capture and migrate PST data
 Option to import to mailbox or archive
 Requires central PST capture console installation
 Agent required on client computers for capture and
migration
PST – Migration Flow

Provisi
on Discov
users Install er PST
Configu
+ PST and Change
re
mailbo creatio configu MX
Outloo
xes n re PST record
k
in O365 Captur
e
(licens Migrat
e e PST
assigne
d)
IMAP MIGRATIONS
IMAP – Features and Benefits
 Works with a large number of source mail systems
 Works with on-premises or hosted systems
 Users can be migrated in batches
 On-premises migration tool is not required
IMAP – Requirements and
Limitations
 On-premises migration tool is not required
 Access to IMAP ports (TCP/143/993)
 Users + mailboxes must be provisioned prior to
migration
 Bulk provisioning, CSV parser, manual, etc.
 SMTP domains configured in O365 tenant
 Gather user credentials or setup admin credentials
 Prepare a CSV file with list of users
 EmailAddress, UserName, Password

IMAP – Data Migration Scope
Migrated Not Migrated
 Mail messages  Contacts, Calendars,
(Inbox and other folders) Tasks, etc.
 Maximum of 500,000  Excluded folders
items  Folders with a forward
 Possible to exclude slash
specific folders from ( / ) in the folder name
 Messages larger than 35
migration
(e.g. Deleted Items, Junk MB
E-Mail)
IMAP – Migration Flow

Provisi
on Initial
Gather Wizard: sync
users Mark Final
IMAP Enter
+ Change migrati sync
creds server
mailbo MX on as and
and setting
xes record comple cleanu
prepar s and
in O365 Delta te p
e CSV upload
CSV sync
(licens every
e 24
assigne hours
d)
CUTOVER
EXCHANGE
MIGRATIONS
(CEM)
CEM – Features and Benefits
 Simple and quick migration solution
 High-fidelity solution – all mailbox content is
migrated
 Suited to organizations who want a full migration all
at once
 Users are provisioned automatically during
migration
 Works with Exchange 2003 and newer
 Works with on-premises or hosted Exchange
systems
CEM – Requirements and
Limitations
 Up to 1000 mailboxes in source system
 Outlook Anywhere service on source system
(must have SSL certificate issued by a public CA)
 Migration Account with Full Access or Receive-As
permissions to all mailboxes that will be migrated
 Directory Sync tool initially disabled in O365 tenant
 SMTP domains configured in O365 tenant
CEM – Architecture
On-premises Exchange Office 365
Org
Users, Groups, Contacts via
Outlook Anywhere (NSPI)

Mailbox Data via Outlook

Exchange 2003 or Anywhere (RPC over HTTP)
later
CEM – Accounts and Passwords
 Accounts Provisioning
 Migration creates users, mailboxes, DLs and
contacts
 Migration enables replies to migrated messages
(i.e. provision process brings over the Legacy DNs)
 Passwords
 No access to passwords from source directory
 New passwords created for all users
 A link to download passwords is sent to admin
 Users must change password on their first login
CEM – Data Migration Scope
Migrated Not Migrated
 Mail messages and  Security Groups, DDLs
folders  System mailboxes
 Rules and categories  Dumpster
 Calendar (normal,  Send-As Permissions
recurring)
 Messages larger than 35
MB
 Out-of-Office settings
 Contacts
 Tasks
 Delegates and folder
perms
CEM – Data Migration Scope
 Partial migrations are not possible (folder exclusion,
time range)
 Mailboxes enabled for Unified Messaging cannot be
migrated
 Existing cached-mode files (OST files) cannot be
preserved
CEM – User Experience
 Admin needs to distribute new passwords to users
 Users create their new Outlook profile using O365
username and new passwords (Autodiscover)
 All mail is downloaded from the Office 365 mailbox
(i.e. the OST file must be recreated)
CEM – Migration Flow
Configu
re
Migrati Initial
Outlook
Wizard: on sync
Anywhe
tool Mark
re Final
Enter provisi Change migrati
sync License
server ons MX on as
Test and users
setting users record comple
using cleanup
s and mailbox te
ExRCA Delta
admin es
creds DLs sync
Assign every
contact
migrati 24
s
on hours
in O365
perms
STAGED
EXCHANGE
MIGRATIONS
(SEM)
SEM – Features and Benefits
 Simple and flexible migration solution
 High-fidelity solution – all mailbox content is
migrated
 Suited to organizations who want to migrate in batches
 Source of Exchange 2003 or 2007 only
 Users are provisioned with Directory Sync prior to
migration
 No limit on the number of mailboxes
 Users can be migrated in batches (up to 1000 per
batch)
SEM – Requirements and
Limitations
 Outlook Anywhere service on source system
(must have SSL certificate issued by a public CA)
 Migration Account with Full Access or Receive-As
permissions to all mailboxes that will be migrated
 Directory Sync tool enabled in O365 tenant
 SMTP domain(s) configured in O365 tenant
 Does not work with Exchange 2010 or 2013
SEM – Architecture
On-premises Exchange Office 365
Org
Office 365
Users, Groups, Contacts via
Directory
DirSync
Synchronization
App

Mailbox Data via Outlook

Anywhere (RPC over HTTP)

Exchange 2003 or
2007
SEM – Accounts and Passwords
 Accounts Provisioning
 For every on-premises mailbox to be migrated
there needs to be a MEU or Mailbox in Office 365
 Migration tool relies on DirSync to do provisioning
 Passwords
 Target mailbox passwords must be specified for
all the users
 Administrators can force users to change
passwords on first login
SEM – Batch File
 CSV format
› EmailAddress, Password, ForceChangePassword
 One user per line
 Max of 1000 users in each CSV
 Smart-check against the Office 365 directory
SEM – Data Migration Scope
Migrated Not Migrated
 Mail messages and  Security Groups, DDLs
folders  System mailboxes
 Rules and categories  Dumpster
 Calendar (normal,  Send-As Permissions
recurring)
 Messages larger than 35
MB
 Out-of-Office settings
 Contacts
 Tasks
 Delegates and folder
perms
SEM – Data Migration Scope
 Partial migrations are not possible (folder exclusion,
time range)
 Mailboxes enabled for Unified Messaging cannot be
migrated
 Existing cached-mode files (OST files) cannot be
preserved
SEM – User Experience
 Admin needs to distribute new passwords to users
 Users create their new Outlook profile using O365
username and new passwords (Autodiscover)
 All mail is downloaded from the Office 365 mailbox
(i.e. the OST file must be recreated)
SEM – Migration Flow
Configu
re
Outlook Initial
Wizard: sync
Anywhe
Mark
re Final
Configu Enter Change migrati
sync License
re server MX on as
Test and users
Directo setting record comple
using cleanup
ry s and te
ExRCA Delta
Sync admin
creds sync
Assign every
migrati 24
on hours
perms
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not
be interpreted to be a commitment on the
part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN
THIS PRESENTATION.
 Outlook.com Help
Additional Resources Simple Migrations
Compare Simple Migration
Types
PST Exchange PST Capture
IMAP Migrations
Cutover Exchange Migrations
Staged Exchange Migrations
 Tools
Additional Resources Exchange Remote Connectivity
Analyzer
https://www.testexchangeconnectivity.c
om/

Exchange Client Network

Bandwidth Calculator
http://gallery.technet.microsoft.com/Ex
change-Client-Network-8af1bf00

PST Capture Download

http://
www.microsoft.com/en-us/download/deta
ils.aspx?id=36789
36