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Office 365 Migration

Understanding Migrations Part


1
June 2013

Summary of Migration Options

Hybrid

Service Migrations

PST Migration

PST

New service mailbox


User or IT PST migration options

IMAP Migration
Supports wide range of email platforms
Email only (no calendar, contacts, or tasks)

Cutover Exchange Migration (CEM)


Good for fast, cutover migrations
No migration tool or computer required on-premises

Staged Exchange Migration (SEM)


No migration tool or computer required on-premises
Requires Directory Synchronization with on-premises
AD

Hybrid Deployment
Manage users on-premises and online
Enables cross-premises calendaring, smooth
migration, and easy off-boarding

Cu Sta
IMA to ge
P
ve d
r

20
10
Hy
bri
d

20
13
Hy
bri
d

Exchange 5.5

Exchange
2000
Exchange
2003
Exchange
2007
Exchange
2010
Exchange
2013
Notes/Domin
o
GroupWise

Other

Migration Option
Decision
Factors
Coexistenc
Size
Large
Medium
Small

Coexistenc
e
Requiremen
t
Simple
Rich

Source
Server
Exchange
IMAP
Lotus
Notes
3 | Microsoft
Confidential
Google

DEPLOYMEN
T PLAN
Migration
Migration
solution
solution is
is
part
of
the
part of the
plan
plan

Provisioning
DirSync
Manual/Bul
k
Provisionin
g
Automatic
Provisionin
g

Identity
Manageme
nt
OnPremise
Single
Sign-On
On-Cloud

In EAC, select
recipients |
migration

Migration Tool
launched from
Exchange
Admin Center

Start migration
wizard

Choose
migration type
and follow
prompts

Migration Tool
also available
via
PowerShell

Set of Migration Cmdlets

New-MigrationBatch

Start-MigrationBatch

Get-MigrationBatch

Get-MigrationStatus

Complete-Migration

TestMigrationServerAvailability

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
users
+
mailbo
xes
in O365
(licens
e
assigne
d)

PST
creatio
n

Install
and
configu
re PST
Captur
e

Discov
er PST

Migrat
e PST

Configu
Change
re
MX
Outloo
record
k

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
Mail messages
(Inbox and other folders)
Maximum of 500,000
items
Possible to exclude
specific folders from
migration
(e.g. Deleted Items, Junk
E-Mail)

Not Migrated
Contacts, Calendars,
Tasks, etc.
Excluded folders
Folders with a forward
slash
( / ) in the folder name
Messages larger than 35
MB

IMAP Migration Flow


Provisi
on
users
+
mailbo
xes
in O365
(licens
e
assigne
d)

Gather
IMAP
creds
and
prepar
e CSV

Wizard:
Enter
server
setting
s and
upload
CSV

Initial
sync
Change
MX
record
Delta
sync
every
24
hours

Mark
migrati
on as
comple
te

Final
sync
and
cleanu
p

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
Org

Office 365
Users, Groups, Contacts via
Outlook Anywhere (NSPI)

Exchange 2003 or
later

Mailbox Data via Outlook


Anywhere (RPC over HTTP)

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
Mail messages and
folders
Rules and categories
Calendar (normal,
recurring)
Out-of-Office settings
Contacts
Tasks
Delegates and folder
perms

Not Migrated

Security Groups, DDLs


System mailboxes
Dumpster
Send-As Permissions
Messages larger than 35
MB

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
Outlook
Wizard:
on
Anywhe
tool
re
Enter
provisi
server
ons
Test
setting
users
using
s and
mailbox
ExRCA
admin
es
creds
DLs
Assign
contact
migrati
s
on
in O365
perms

Initial
sync
Change
MX
record
Delta
sync
every
24
hours

Mark
migrati
on as
comple
te

Final
sync
and
cleanup

License
users

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
Org
Office 365
Users, Groups, Contacts via
Directory
DirSync
Synchronization
App
Mailbox Data via Outlook
Anywhere (RPC over HTTP)
Exchange 2003 or
2007

Office 365

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
Mail messages and
folders
Rules and categories
Calendar (normal,
recurring)
Out-of-Office settings
Contacts
Tasks
Delegates and folder
perms

Not Migrated

Security Groups, DDLs


System mailboxes
Dumpster
Send-As Permissions
Messages larger than 35
MB

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
Anywhe
re
Test
using
ExRCA
Assign
migrati
on
perms

Wizard:
Configu
re
Directo
ry
Sync

Enter
server
setting
s and
admin
creds

Initial
sync
Change
MX
record
Delta
sync
every
24
hours

Mark
migrati
on as
comple
te

Final
sync
and
cleanup

License
users

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
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