Top Five Office 365 Migration Headaches and How to Avoid Them

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Our Speakers

J. Peter Bruzzese Jeff Shahan

J. Peter Bruzzese Office Servers and Services MVP (7x awardee)

(Exchange/Office 365 MVP) Certifications:

Microsoft Certified TrainerTriple-MCSE (MCSE for NT 4.0/2000/2003)MCITP: Messaging (2007, 2010 and 2013)

Co-Founder of ClipTraining.com and ConversationalGeek.com Technical author with over a dozen books sold internationally Technical speaker for Techmentor, Connections, MEC and TechEd/Ignite Journalist for MSExchange.org, Redmond Magazine (and others) Journalist for InfoWorld (Enterprise Windows column) and Petri.com Instructor for Pluralsight on Exchange 2010/2013/2016/O365 courses Strategic Technical Consultant for Mimecast

• First, we’ll go through 5 migration headaches• Note: Each will have a real-world anecdote connected

• Second, we’ll hear from Quest and learn more about their migration methodology to help eliminate those headaches

• Finally, we’ll do a Q&A

Agenda

• The move to Office 365 requires decisions on your part:• What kind of migration? (cutover, hybrid – SSO?)• Will I perform my own migration or use a third-party software

solution to assist? • Will I pull in consultants for discover and configuration

assistance?

• The Misinformation Bifurcation• One organization with 1500 mailboxes thought they could

cutover to Office 365 in a weekend #howbigareyourmailboxes? #multitenentmeansthrottling!

Headache 1: Planning Stress and Misinformation

Headache 1: Planning Stress and Misinformation

Mailbox sizeBandwidthThrottling

• There is pre-migration prep work you MUST do:• Clean up your AD before you begin the process of

synchronization • Microsoft provides a free tool called IDFix (basic tool)

• PSTs may also be a concern (need to locate and resolve)• Public Folder migration prep work

• The Two Day Bunker Verification• A 100,000 mailbox migration strategy session to ensure they

company didn’t miss anything

Headache 2: Preparation Gotchas

• Many are still working with Lotus or moved to Gmail and now want to switch over to Office 365

• Data can be moved but configuration settings will not be preserved (no 1-to-1 migration)

• May be best to seek a third-party to assist

• The Lotus Notes Displacement• Company acquisition of a 3000 mailbox Lotus environment• Used a cloud archive solution to assist

Headache 3: Lotus/Gmail Migrations

• Most legacy archives will not work (or not work well) with Office 365 and so decisions have to be made

• How to handle? Move to a cloud archive? Move to Office 365? Does Office 365 have an eDiscovery solution to meet my compliance needs?

• The “Archive in the Closet” Decoupling• Company had an archive solution on-prem and one of their

options was to unplug it and put it in the closet rather than worry about rehydrating the data and moving it

Headache 4: Legacy Archive Data

• You don’t know what you don’t know – so learn as much as you can

• Gaps – Security, Availability, Compliance, Monitoring, Backups etc.

• The “No Backups?!” Hesitation• Lack of comfortability over the inability to do a point-in-time

restore (aka the Legal Hold Insufficiency)

Headache 5: Day After Gotchas

Quest Solutions for Office 365Jeff Shahan, Sr. Solutions Principle Architect and Migration Subject Matter Expert

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Four-Pillar Migration Methodology

1) Prepare

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Consolidate & restructure AD to properly prepare for Azure AD and Office 365Migration Manager for Active Directory

Migration Manager for AD: Users, computers, servers, permissions and more

“Can you find tools cheaper than Quest to do an AD migration? Sure – you’ll work more to make it run and it won’t expose the skeletons in the closet that need to be addressed. Quest tools are the defacto migration tools because they work, every time.”- Paul Caron, Supervisor – Platform Services, Maine Medical Center

TVID: 74A-164-B27

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Key Considerations for Discovery & Analysis

Messaging assessment

• Type, amount & location

• Attachments

• Usage and need

• PSTs / Public folders

• 3rd-party archives

• Encrypted content

• Delegation relationships

• Required functionality

• Leverage native features

• Archive or rebuild app

• Maintenance schedules

• Backup and/or archive

• Recovery plan

• Security concerns

• Compliance mandates

• Prepare for the unknown

• Locations / distribution

• Bandwidth tests

• Mobile devices

Application considerations

Contingency planning

Existing infrastructure

UC Command Suite Assess, clean up and plan for the optimal future environment

Pre

-mig

ratio

n

Pos

t-mig

ratio

nExchange pre-migration insight reports (35 total)Inventory mailboxes User mailbox details Top senders and recipients Mailbox delegates and

permissions

Clean-up and archive data Inactive mailboxes Groups details and activity

Get workforce activity insights

Provide usage reporting

Multi-platform support Exchange Lync/Skype for Business Office 365 Cisco Unified

Communications Manager

Change Auditor for ExchangeHybrid Support – single view of change activity across O365 and on-prem Exchange

Pre-

mig

ratio

n

Du

rin

g t

he

Mig

rati

on

Post

-mig

ratio

nGet visibility into who has access to what to identify possible security gaps and unauthorized access

Discover system performance issues

Prepare access plan for migration consultants or resources

Get visibility into who is making what changes during the migration

Receive live alerts to email and smartphones when critical items are changed (or non-owner mailboxes are accessed)

Provide automated reports to auditors

Mailboxes created and deleted

Users granted access to another mailbox

Shared mailbox logins and access events

Non-owner mailbox activity AND owner (messages sent, read, deleted, folders deleted, etc.)

2) Migrate

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Migration Manager for Exchange

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Migration Manager for PSTs

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Migration Manager for Email Archives

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Migrator for Notes to Exchange

3) Coexist

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Why is coexistence critical?

1 Limited or inaccurate directory updates

2Lack of free/busy information between systems

3Inability to reschedule meetings

4Improper handling of meeting cancelations

5 Improper processing of custom recurring meetings

6Incomplete processing of assigned tasks

7Difficulty scheduling resources and conflicts between systems

8 Severed application workflow

These pitfalls = inefficiency,

user disruption and $$$

4) Manage

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Post-Migration – Security and Management Solution Value Add in O365 and Azure AD

Active Roles Azure AD and Office 365 provisioning, group management and license management

Change Auditor for Exchange O365 mailbox auditing

Change Auditor for AD Azure AD user/group auditing

Enterprise Reporter for Exchange

Permissions reporting for sensitive individual or shared O365 mailboxes

Recovery Manager for Exchange O365 email e-discovery

Recovery Manager for Azure AD Backup and granular restore for Azure AD and O365 users and groups

UC Command Suite O365 mailbox and user subscription analytics

Questions?

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Next Steps

Visit us onlineQuest.com/solutions/microsoft-platform-management

• Videos, case studies, product specs, etc.

Try our software• Free 30-day trials (complimentary SC and Support assistance)

• POC – choose Quest Services or your preferred Partner

Join our communityQuest.com/community

• Product betas, how-to videos, discussions, blogs, tips, etc.

Watch the webcast here: http://bit.ly/2hOlgtL