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Migration to Microsoft Online Services from Exchange and Non-Microsoft Platforms

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Microsoft TechEd 2009 Los Angeles Session UNC310 Migration to Microsoft Online Services from Exchange and Non-Microsoft Platforms

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Migration to Microsoft Online Services from Exchange and Non-Microsoft Platforms

Erik AshbySr. Program ManagerMicrosoft, Microsoft OnlineUNC310

Keith RidingsProduct Mgr, Messaging MigrationQuest Software

Overview

Migration ScenariosService Source Platform

Hosted

Premium (Hosted Exchange)

Hotmail

ISP (POP/IMAP)

Gmail/GAPEWebmail

On-Premise

Exchange 200x

Domino

GroupWise

Generic (POP/IMAP)

Migration OptionsGreen Field *Big-Bang* migration

End-User *Big-Bang* migration

Classic migration with long-term

coexistence

Admin ‘Quick’ migration with

min Coexistence

Minimal *Big-Bang* migration

• Just provision users and GO !

• Everyone moved at once

• No retention of legacy mailbox data

• Pro: Easy to deploy for large groups

• Con: Loss of old content.

• Provision users, and provide end users with migration tools.

• Everyone moved at once

• Users are given tools/options to access and migrate legacy mail themselves

• Pro: Easy to scale to large groups.

• Con: Difficult to manage end user tools.

• Con: End user sat with extra work.

• Provision users and just migrate core content (Calendar, contacts, etc.)

• Can be combined with end-user migration.

• Everyone moved at once

• Pro: Can scale to large groups and preserves some data

• Con: End-user sat with missing data.

• Admin provisions and migrates groups of users to new service as fast as possible

• All mailbox content is preserved

• Only minimal coexistence is offered

• Pro: Full data fidelity• Con: May not be

possible for large orgs

• Admin provisions and migrates groups of users to new service.

• All mailbox content is preserved.

• Long-term coexistence is offered

• Pro: Support for large scale migrations

• Pro: Includes coexistence

• Con: Not all coexistence features may be available

• Con: Admin work to coordinate group/moves.

What to Ask During PlanningIs the customer aware of the differences between on-premise and online Exchange?

No Public FoldersDistribution List ManagementManaging Resource MailboxesManaging Shared MailboxesMail Forwarding

What mobile devices does the customer have?BES, Windows Mobile, iPhone

Does the customer need an archive solution?Or, is there already a mail archive solution?

Does the customer require mailbox Offboarding?Is the customer already using an existing filtering solution?

Already using EHS?Using another filtering Provider

What to Ask During Planning

Are there existing mail-enabled applications?Outlook applications, generic SMTP applications, fax gateways, Unified Messaging, Seibel, CRM, other LOB Applications

What bandwidth does the customer have?Plan for what is needed during migration and after migration

Plan for End-User ImpactEnd User Sign-In client DownloadUpgrade to Outlook 2007Password Management

How to distribute the initial passwordsManaging expectations around local and cloud passwordsPasswords policies

Does the customer have OWA or Deskless users

Tools for Planning

Microsoft Assessment and Planning Toolkit (MAP)

http://www.microsoft.com/MAP Feedback: [email protected]

Customer Acceptance Testing (CAT)

Exchange Online Highlights

Business Messaging Capabilities

• Email, shared calendar and contacts

• Flexible mailbox sizes• Anywhere Access• Mobility with Active Sync devices

Security and Availability

• Built in anti-virus and anti-spam• Multi-layer data protection• Compliance archiving• Email encryption

Flexible Deployment

• Online & on-premises co-existence

• Active Directory synchronization• Data migration • Information & desk-less worker

Simplified Management

• Unified administration center• 24x7 support• 99.9% service level agreement• Always up to date software

Default Mailbox Size 500MB 5GB 1GB* Larger Size Mailbox

Available

Shared Contacts Message Attachment Deleted Item Retention Conference Rooms Distribution Lists 99.9% Uptime SLA 24x7 Web/Phone IT Pro

Support Geo Redundancy Data

Protection

Public Folder

Offering Details Current Feature

Future Release

Gen

era

l

Anti Virus/Anti SPAM Rights Management Service

2

Mail Encryption (Optional) E-Discovery Archive

(Optional)

Personal Archive (Optional) Messaging Records

Management

Secu

rity

&

Com

plian

ce

Outlook Web Access OWA Light Outlook Anywhere Outlook 2007 Support Outlook 2003 Support Entourage Support 3 Firefox /Safari Web Browser

4

Windows Mobile 6 Devices Active Sync 12 Devices BlackBerry Devices

Outbound Fax Voicemail Integration Outlook Voice Access U

M &

Fax

Exchange 2000, 2003, 2007 Exchange 5.5 Notes/Domino GroupWise POP3/IMAP M

igra

tion

AD Credential Synchronization

AD/GAL Synchronization On-Premise Exchange

Free/Busy

On-Premise Notes Free/Busy Coexis

ten

ce

MAPI Exchange WebDAV SMTP Relay Exchange Web Services POP3/IMAP4 E

xte

nsib

ilit

y

Clien

t &

Mob

ilit

y

Customer Portal Administration Center Company Portal Sign On Client O

nlin

e

Port

al

1 Deskless available in both standard and dedicated versions2 Can integrate with on site deployment of Rights Management Service* Dedicated offering planning to move to 5GB in Q2/3 2009

3 Free/Busy and GAL is not supported on Entourage4 Only OWA Light is supported on Firefox and Safari browser

Features Deskless1 Standard Dedicated Features Deskless1 Standard Dedicated

Business Messaging CapabilitiesFlexible Mailbox Sizes and Policies

5GB allocation per standard user license (25GB Maximum)Pooled storage at company levelAssign different mailbox size limits per userAdditional storage available for purchaseFlexible send warning policy

Exchange Migration

Migration ScenariosService Source Platform

Hosted

Premium (Hosted Exchange)

Hotmail

ISP (POP/IMAP)

Gmail/GAPEWebmail

On-Premise

Exchange 200x

Domino

GroupWise

Generic (POP/IMAP)

Exchange Migration ProcessEnvision

Plan / Prepare

Build

Pilot / Coexistence

Migrate

Post Migration

Design Considerations

Business Development

Sign Up for Trial

Set up Mail Coexist.

Bulk Account Creation

Exchange Mailbox Cleanup MX Record Switch Over

AD Clean upAccount Management

Plan

Setup SMTP Domains

Establish Dir Sync Pilot Verification

Mailbox Migration End User Access !

Tech Start

AD Cleanup and Account Management

AD Cleanup: Most likely AD is already OK considerExtra accounts, groups, etc.Know your email addressesInvalid characters ( ‘ )

Plan for Account Management: considerWhen will accounts be activated

Mailboxes become active when the account is activatedHow will passwords be distributed to end users

Passwords are created ONLY when account is activatedAdministrator can capture passwords during activation or have sent via emailLarge organizations may need automated scripts to distribute passwords

Exchange Migration ProcessEnvision

Plan / Prepare

Build

Pilot / Coexistence

Migrate

Post Migration

Design Considerations

Business Development

Sign Up for Trial

Set up Mail Coexist.

Bulk Account Creation

Exchange Mailbox Cleanup MX Record Switch Over

AD Clean upAccount Management

Plan

Setup SMTP Domains

Establish Dir Sync Pilot Verification

Mailbox Migration End User Access !

Work Start

Domain Configuration

Domain Configuration

Exchange Migration ProcessEnvision

Plan / Prepare

Build

Pilot / Coexistence

Migrate

Post Migration

Design Considerations

Business Development

Sign Up for Trial

Set up Mail Coexist.

Bulk Account Creation

Exchange Mailbox Cleanup MX Record Switch Over

AD Clean upAccount Management

Plan

Setup SMTP Domains

Establish Dir Sync Pilot Verification

Mailbox Migration End User Access !

Usage Start

Admin Console

Setup Mail Flow CoexistenceMail routing will be determined by forwarders set in both topologies

Accounts that have mailboxes in Microsoft Online:Mail forwarded to the MODRD (@Companyx.MicrosoftOnline.com)

Accounts with local mailboxesMail forwarded to the company domain (@Companyx.com)MX records for company still resolve to local Exchange servers so any mail directed to @company.com will be routed back to the local servers

Local Exchange Deployment Microsoft Online

Mail FWDAccount w/ Local MailboxSMTP: [email protected]

Disabled Account w/o Mailbox:SMTP: [email protected] Address: [email protected]*

Active Directory Ex Servers Active

Directory Ex Servers

Account w/ Mailbox on MSOL:SMTP: [email protected] Address: [email protected]*

Active Account w/ Mailbox in MSOL:SMTP: [email protected]:[email protected] FWD

* Forwarders are set automatically by directory sync and migration tools.

SMTP Mailflow [email protected]

SMTP Mailflow [email protected]

Establish Directory Sync During Coexistence Directory Sync initially creates ‘Disabled Accounts’ in Microsoft Online for all accounts with mailboxes in local topology.

Enables a full GAL experience in Microsoft OnlineEnables mail routing using ‘Target Addresses’ back to local topologyPre-Populates user list for easy account activation

Local Deployment Microsoft Online

Active Directory

AWS

Admin Portal

Ex Servers

Directory Sync

Active Directory

Ex Servers

Mail FWDLocal Account w/ Mailbox:SMTP: [email protected]

Disabled Account w/o Mailbox:SMTP: [email protected]:[email protected]: [email protected]

DirSync

Configure Directory Sync

The Admin ExperienceWithout directory sync

The Admin ExperienceWithout directory sync

Installing Directory Sync

Installing Directory Sync

Configuring Directory Sync

Configuring Directory Sync

Configuring Directory Sync

Configuring Directory Sync

Configuring Directory Sync

The Admin ExperienceAfter directory sync

The Admin ExperienceAfter directory sync

The Admin ExperienceAfter directory sync

The First User’s ExperienceAfter directory sync

The First User’s ExperienceAfter directory sync

Directory Sync Considerations

Generally manage objects from the local AD not from MSOL

User propertiesDL Group MembershipCannot manage DL groups from Outlook if you are using directory sync

Manage mail settings for ‘active accounts’ from MSOLProxy (email) Address SettingsMailbox settings

The Experience During Coexistence

Core Coexistence Features SupportedFull Shared GALRich messaging (Full format)Meeting requests

Top Limitations During CoexistenceNo Free/Busy between on-premise Exchange and Exchange OnlineNo Cross DelegatesManaging of conference roomsMail from on-premise Exchange appear as ‘external’ and are un-resolved

Exchange Migration ProcessEnvision

Plan / Prepare

Build

Pilot / Coexistence

Migrate

Post Migration

Design Considerations

Business Development

Sign Up for Trial

Set up Mail Coexist.

Bulk Account Creation

Exchange Mailbox Cleanup MX Record Switch Over

AD Clean upAccount Management

Plan

Setup SMTP Domains

Establish Dir Sync Pilot Verification

Mailbox Migration End User Access !

High Volume

Bulk Activating Accounts

Bulk Activating Accounts

Bulk Activating Accounts

Bulk Activating Accounts

Bulk Activating AccountsAdmin uses Admin Portal to bulk activate accounts

Accounts are activated and provisioned with mailboxesMail forwarding is removed at this stage*

Duplicate mailboxesAll external mail and local mail will be delivered to local mailboxAll mail from MSOL will be delivered to new MSOL mailbox

Local Deployment Microsoft Online

Active Directory

Admin Portal

Ex Servers

Directory Sync

Active Directory

Ex Servers

Local Account w/ local Mailbox:SMTP: [email protected]

Admin

Active Account w/ MSOL Mailbox:SMTP: [email protected]:[email protected]: [email protected]

Consider During ActivationCan only activate 250 at a time

How users can access Microsoft OnlineCan access with Microsoft Online Services Sign-In Client

Users can access all services without after a single sign-in promptThis is a DIFFERENT ACCOUNT from their current Active Directory Account

Or use https://home.microsoftonline.comWill need to sign-in multiple times when accessing different services

Password ManagementWill need a process to capture and distribute initial passwordsEnd users must change password before they can access services

Use Microsoft Online Services Sign-In clientUse https://home.microsoftonline.com to change password

Must reset password before using Outlook Web Access

Duplicate mailboxesAll external mail and local mail will be delivered to local mailboxAll mail from MSOL will be delivered to new MSOL mailbox

Mailbox Migration

Microsoft Online Migration Tools

Exchange Mailbox Migration

Exchange Mailbox Migration

Exchange Mailbox Migration

Exchange Mailbox Migration Wizard(1) Migration Wizard automatically creates mail forwarding

Creates an Alternate Recipient in local AD to forward all mail to Microsoft online and leave a local copy

(2) Migrates all mailbox contentMulti-threaded content copyRe-writes addresses during migration to ensure that mail replies will work

Local Deployment Microsoft Online

Migration Tool

Active Directory

PWS

Admin Portal

CASEx Servers

Active Directory

Ex Servers

Local Account w/ Mailbox:SMTP: [email protected] Recipient: (Contact for User) Active Account w/ Mailbox:

SMTP: [email protected]:[email protected]: [email protected]

Admin

Contact for User:Target Addr: [email protected]

Mail FWD1

2

Exchange Mailbox Migration

Exchange Mailbox Migration

Exchange Mailbox Migration

Exchange Mailbox Migration

Exchange Mailbox Migration

Mailbox After A Migration

Using PowerShell for Mailbox MigrationAll migration functionality can be automated with PowerShell

The Core PowerShell Commands

Get-XSActiveDirectoryUser : Get a list of users from Microsoft Online

Search-XSMicrosoftOnlineUser : Match a user with Microsoft Online

Add-XSExchangeForwardingAddress : Adds a mailbox forwarder

Move-XSExchangeMailboxToExchangeOnline : Migrates a mailbox to Exchange Online

All tasks are fully documented in the help with examples

Consider When MigratingMigration Bandwidth and Migration Options

Expect 2gig / Hour per instanceWith high-bandwidth: Increase migration threads and migration instances to increase performanceWith low-bandwidth: Use filters to decrease content that is migrated

PermissionsMust have full-mailbox access to source mailboxAll admin’s have full-mailbox access to MSOL for migration.

Re-Migration and DuplicatesCan remigrate and previously migrated mail will not duplicate

What is not included in mailbox migrationsPermissionsDelegatesRulesOutlook Settings

End-User ConfigurationPrior to mailbox migration

Export rules and list delegates

After mailbox migrationUser must download/install Sign-in tool

User will be prompted to reset password and configure Outlook

Outlook will automatically re-download the OST

After Outlook starts user must manually Import and edit mailbox rulesUpdate delegates and ACLsAdd local domains to ‘Safe Sender’ list

Migrating Conference RoomsProblem: Conference rooms can not be activated directly from Microsoft Online Admin ConsoleProcess for Migrating Conference Rooms

Manually delete any conference rooms that were created automatically through directory sync.Manually create conference room with same email address and set conference room owner.

Use migration tools to migrate conference room content.

Exchange Migration ProcessEnvision

Plan / Prepare

Build

Pilot / Coexistence

Migrate

Post Migration

Design Considerations

Business Development

Sign Up for Trial

Set up Mail Coexist.

Bulk Account Creation

Exchange Mailbox Cleanup MX Record Switch Over

AD Clean upAccount Management

Plan

Setup SMTP Domains

Establish Dir Sync Pilot Verification

Mailbox Migration End User Access !After

View Migrated Users

Delete Local Mailboxes

Migration: Remove Source MailboxMigration Wizard will Remove Local Mailbox1.Delete local alternate recipient2.Disconnect mailbox (remove mailbox properties from AD)3.Add Target Address as forwarder on local NT accountThis process is separate from mailbox content migration

Allows for fall-back from MSOL

Local Deployment Microsoft Online

Migration Tool

Active Directory

Admin Portal

CAS

Ex Servers

Active Directory

Ex Servers

Local Account w/ Mailbox on MSOL:SMTP: [email protected] Addr: [email protected] Active Account w/ Mailbox:

SMTP: [email protected]:[email protected]: [email protected]

Admin

Mail FWD

Set Target Address

Final Steps

Changing MX RecordSwitch all domains to ‘Authoritative’ in Microsoft Online Admin ConsoleChange MX Record to ‘Mail.Global.FrontBridge.Com’

Consider Ongoing Exchange ManagementLocal Exchange servers might be needed for local application not moved to Exchange Online

Exchange Migration Partners

Cemaphore (www.cemaphore.com)MailShadow for Exchange Online: Provides two-way sync from on-premise Exchange mailboxes with Exchange Online

Take’s care of the ‘dual-mailbox’ issueProvides better coexistence Eliminates a hard cut-over

Domino and GroupWise Migration

Migration ScenariosService Source Platform

Hosted

Premium (Hosted Exchange)

Hotmail

ISP (POP/IMAP)

Gmail/GAPEWebmail

On-Premise

Exchange 200x

Domino

GroupWise

Generic (POP/IMAP)

Domino/GroupWise Migration Process

Envision

Plan / Prepare

Build

Pilot / Coexistence

Migrate

Post Migration

Design Considerations

Business Development

Sign Up for Trial

Set up Mail Coexist.

Bulk Account Creation

Exchange Mailbox Cleanup MX Record Switch Over

Directory Plan *

Account Management Plan

Setup SMTP Domains

Establish Dir Sync

Pilot Verification

Mailbox Migration * End User Access !

Migration Plan *

Migrate Directory to

AD *

Start

Functional Verification

Basic Migration RequirementsMigrate GroupWise(NDS) or Domino Directory Content

User names, GAL properties, SMTP mail addresses, and GroupWise NicknamesGroupsShared Contacts

Migrate Mailbox ContentMailbox Content: Mail, appointments, tasks, shared calendar, personal address books, and frequent contactsLocal Archives: GroupWise and Domino Archives to PST.

Migrate Shared Mail ContentRooms and ResourcesDomino Shared MailboxesGroupWise Shared Folders

Provide Basic CoexistenceMail forwarding for basic mail / calendar coexistence

Things to Consider During PlanningDirectory Strategy: What will drive account management in the future?

Recommend: Move to local AD to drive Microsoft OnlineConsider state of current AD topology. Will AD structure need to change?

Migration Strategy: What is best approach for migration?Recommend: Minimal coexistence period due to limitations in coexistence

Pre Migration Messaging AssessmentDiscover/Analyze on premises mailbox environmentBuild migration plan based on assessment and reports

Client ImpactPlan for deployment / training for Outlook 2007 and OWA and any OS requirements

Messaging ApplicationsMail-Enabled Domino ApplicationsSPAM Filters, Archives, Fax Gateways, LOB Applications,

Domino ApplicationsPlan for mitigation of Domino applications over time

Migrate to SharePoint, CRM Online, other OOB solutions, or sundown

Domino/GroupWise Migration Process

Envision

Plan / Prepare

Build

Pilot / Coexistence

Migrate

Post Migration

Design Considerations

Business Development

Sign Up for Trial

Set up Mail Coexist.

Bulk Account Creation

Exchange Mailbox Cleanup MX Record Switch Over

Directory Plan *

Account Management Plan

Setup SMTP Domains

Establish Dir Sync

Pilot Verification

Mailbox Migration * End User Access !

Migration Plan *

Migrate Directory to

AD *

Functional Verification

Initial Usage

Setup Mail CoexistenceMail routing will be determined by forwarders set in both topologies

Accounts that have mailboxes in Microsoft Online:Create mail forwarders to the MODRD (@Companyx.MicrosoftOnline.com)GroupWise/Domino needs to have forwarders set manually or by migration tools *

Accounts with mailboxes in Domino / GroupWiseMail any mail to company domain (@Companyx.com) will be directed to the local messaging serversMail forwarders are created automatically in Microsoft Online through directory sync*

Local Messaging Deployment Microsoft Online

Mail FWDNormal Account w/ Local MailboxSMTP: [email protected]

Disabled Account w/o Mailbox:SMTP: [email protected] Address: [email protected] *

Directory Mail Servers

Active Directory Ex Servers

Account with Mailbox on MSOL:SMTP: [email protected] Forwarder: [email protected] *

Active Account w/ Mailbox in MSOL:SMTP: [email protected]:[email protected] FWD

Directory Coexistence and MigrationStep 1: Migrate to a local Active Directory

Consider AD as master for Microsoft OnlineUse existing on-premise migration tools to migrate to local Active Directory or export/import lists (Note: Tools may require Exchange admin installed)

Step 2: Cleanup Active DirectoryEnsure account information and SMTP addresses are accurate

Step 3: Directory Sync with Microsoft Online using MSOL Directory Sync ToolDisabled User accounts are created in Microsoft Online

Local Messaging Topology Microsoft Online

Disabled Account w/o Mailbox:SMTP: [email protected] Address: [email protected] *

Step 2 Cleanup AD (Consider as

Master)

Active Directory

Ex Servers

Step 3 Dirsync with

MSOLActive Directory

Domino/GroupWise

Step 1Migrate users

to AD

Known Limitations during Coexistence

No Free/Busy or Delegates (like Exchange)Local Forwarding is ManualNo / Limited GAL CoexistenceCalendar interop depends on foreign system support for ICAL

Domino issues with recurring meetingsUnknown quality of GroupWise

Note: Domino mail/calendar coexistence experience can be improved through third party tools.

Domino/GroupWise Migration Process

Envision

Plan / Prepare

Build

Pilot / Coexistence

Migrate

Post Migration

Design Considerations

Business Development

Sign Up for Trial

Set up Mail Coexist.

Bulk Account Creation

Exchange Mailbox Cleanup MX Record Switch Over

Directory Plan *

Account Management Plan

Setup SMTP Domains

Establish Dir Sync

Pilot Verification

Mailbox Migration * End User Access !

Migration Plan *

Migrate Directory to

AD *

Functional Verification

Migrate !

Mailbox Migration ConsiderationsArchive Before You Migrate

Will users participate in the migration of their mailbox

Available BandwidthMay need to migrate over nights and/or weekendsMultiple migration machines as an option

Front Load Data Migration ApproachData is migrated over a period of timeOne more pass for the delta’s, then the user is switched

Back Load Data Migration ApproachData is migrated with filter options configuredUser works in the BPOS mailbox with limited dataData is backfilled until BPOS mailbox is in sync

Foreign Migration (2 Hop Method)2 Hop Migration Process

1st Hop: Mailboxes are first migrated to a ‘Staging’ mailbox in ExchangeUse existing On-Premise tools to migrate to a mailbox on an Exchange serverMailbox is only used as a ‘staging’ mailbox and not by user

2nd Hop: Use MSOL Exchange migration tools to migrate content to MSOL

Manually set mail forwarding in Foreign SystemAs part of migration process manually add a mail forward to account in GroupWise or Domino

Local Topology Microsoft Online

Local Exchange

2007 Server

(Staging Malibox )

GroupWise / Domino Server

Active Directory Ex Servers

On-Prem Mailbox

Migration Tools

MSOL Exchange Migration Tools

Active Account w/ Mailbox in MSOL:SMTP: [email protected]:[email protected]

User Mailbox on MSOL:SMTP: [email protected] Forwarder: [email protected] *

Direct Mailbox Migration with Partner Tools ToolsExisting Tools Partners have mailbox migration tools that will

migrate directly to Microsoft OnlineMailboxes are directly to Microsoft OnlineQuest has recently released an updated migration tool that will migrate mailbox content directly to MSOL

Set mail forwarding in Foreign SystemAs part of migration process add a mail forward to account in foreign system

Local Domino/GroupWise Topology Microsoft Online

GroupWise / Domino Server

Active Directory

Ex Servers

Partner Mailbox Migration Tools

Active Account w/ Mailbox in MSOL:SMTP: [email protected]:[email protected]

Account with Mailbox on MSOL:SMTP: [email protected] Forward: [email protected] *

Domino / GroupWise Migration PartnersQuest Software (www.quest.com)

Offers set of Domino/GroupWise migration tools for both on-premise Exchange and Exchange OnlineKey Features

Tools for both Domino and GroupWiseManagement tools for batching / scheduling and performing pre-migrationsTools migrate mailbox content to Exchange Online and directory content to Active DirectoryNew coexistence feature released

Binary Tree (www.binarytree.com)Domino migration tools for both on-premise Exchange and Exchange OnlineKey Features

Company focused on Domino migrations (Both on-premise and Exchange Online)Management tools for batching / scheduling and performing pre-migrationsTools migrate mailbox to Exchange Online and leverages MS tools for directory content migration to Active DirectoryProvides coexistence featuresNew migration service announced recently

Domino/GroupWise Migration Process

Envision

Plan / Prepare

Build

Pilot / Coexistence

Migrate

Post Migration

Design Considerations

Business Development

Sign Up for Trial

Set up Mail Coexist.

Bulk Account Creation

Exchange Mailbox Cleanup MX Record Switch Over

Directory Plan *

Account Management Plan

Setup SMTP Domains

Establish Dir Sync

Pilot Verification

Mailbox Migration * End User Access !

Migration Plan *

Migrate Directory to

AD *

POP/IMAP Migrations

Migration ScenariosService Source Platform

Hosted

Premium (Hosted Exchange)

Hotmail

ISP (POP/IMAP)

Gmail/GAPEWebmail

On-Premise

Exchange 200x

Domino

GroupWise

Generic (POP/IMAP)

POP/IMAP Migration Process

Envision

Plan / Prepare

Build

Pilot / Coexistence

Migrate

Post Migration

Design Considerations

Business Development

Sign Up for Trial

Optional Mail Coexist. *

Bulk Account Creation / Migration *

Exchange Mailbox Cleanup MX Record Switch Over

Directory PlanAccount Management

Plan

Setup SMTP Domains

Pilot Verification

Mailbox Migration * End User Access !

Optional Directory Sync *

POP/IMAP Directory StrategyOption 1: Use Active Directory and Directory Sync

Benefit: Can continue to use Active Directory after migration to manage accountsProcess:

Step 1: Provision accounts in local Active DirectoryCan use AD import tools (LDIFDE, or import/export in ADUC) for bulk operations

Step 2: Directory sync with Microsoft Online

Option 2: Use Microsoft Online Directly (Do not use Active Directory)Benefit: Does not require a local Active DirectoryCreate users directly in Microsoft Online

Use admin console to create a single userUse bulk import to create multiple users

Local AD Microsoft Online

Disabled Account w/o Mailbox:SMTP: [email protected] Address: [email protected] *

(Consider as Master)

Active Directory

Ex Servers

Step 1Import users

to AD

Step 2 Dirsync with

MSOLActive Directory

POP/IMAP Migration ProcessActivate Users in Microsoft Online

Manually create users in Microsoft Online or manually activate users from an AD dir-sync

Use Microsoft Online Migration Tools Manually import user list into migration toolMigrates Mailbox Content via IMAP or POP to MSOL

Optional manually set mail forwarding after migration

POP/IMAP Deployment Microsoft Online

Migration Tool

Admin Portal

CASPOP/IMAP

Servers

Active Directory

Ex Servers

Active Account w/ Mailbox:SMTP: [email protected]:[email protected]: [email protected]

AdminPOP/IMAP

Manually create forwarder

Forwarder:Target Addr: [email protected]

Mail FWD

POP/IMAP Migration Screen

Think About for POP/IMAP Migrations

Make sure you know the source POP/IMAP serverSource server names, source ports, supported security options, admin access to source mailboxes, and any connection limitations

Have a strategy for accessing source mailboxesUse admin userID/password IF your source server supports itReset userID/password just prior to migrating mailboxesCollect individual userID/passwords prior to migrating mailboxes

Have a strategy for forwarding mail after the migration

Internet Mail Migration PartnersMigrationWiz.Com (www.migrationwiz.com)

First internet-based migration service (no need to download or run any software)Key features

Runs completely from the internet (no software download)You can automate and schedule bulk migrations from any POP/IMAP SourceWill automatically work with end-users to collect credentials to access source mailboxesEmail notifications during migration

Cemaphore.Com (www.cemaphore.com)Mailshadow for Google Apps: Synchronize Google apps with Exchange OnlineKey features

End-user tool to migrate content from Gmail, Google Contacts and Google calendar to Exchange Online.

Real-World MigrationsDomino Migration

Two Hop Migration1200 user migration in 1 weekendMinimal (Calendar Only) migrationLots of ‘Learning’ issues across the boardHad a good process for managing end-users

One Hop Migration1400 user migration in 1 weekendPre-migrated mailboxes then sync over weekendIssue: Permissions were migrated !

GroupWise Migration800 Users migration in a single weekendPre-migrated mailboxes than ran a re-syncIssue: Calendar options during migration

IMAP Migration3700 users migrated in a single weekendMigrated 90 days of mailbox contentUsed PowerShell to automate/script migration processUsed Active Directory to pre-stage accountsIssues: Managing users/passwords after migration

Exchange Migration800 users migrated in a single weekendMigrated all content + 80 resourcesUsed PowerShell to automate/script processCreated post-migration reports from logsIssues: RSS Feeds caused confusion since content is filtered during migration

question & answer

Related ContentBreakout Sessions•UNC202 Microsoft Office Live Meeting Implementations from an IT and Business Perspective Mon 5/11 | 1:00 PM-2:15 PM | Room 511

•WSV204 Tackle Compliance and Discovery Needs in the Cloud Using Microsoft Exchange Hosted Archive Wed 5/13 | 8:30 AM-9:45 AM | Room 408A

•OFC314 SharePoint Online Features, Functionality, and Customization Wed 5/13 | 4:30 PM-5:45 PM | Room 502A

•UNC310 Migration to Microsoft Online Services from Exchange and Non-Microsoft Platforms Thu 5/14 | 4:30 PM-5:45 PM | Room 403B

•SIA317 Protect IM with Microsoft Forefront Security for Office Communications Server Fri 5/15 | 9:00 AM-10:15 AM | Room 408A

•UNC203 Realizing the Promise of Software-Plus-Services by Customizing Microsoft Online Services Fri 5/15 | 9:00 AM-10:15 AM | Room 408B

Interactive Theater Sessions•UNC01-INT Managing Messaging and Collaboration in the Cloud with Microsoft Online Services Tue 5/12 | 2:45 PM-4:00 PM | Yellow Thr 1

•OFC04-INT SharePoint: To Online or Not To Online? Wed 5/13 | 1:00 PM-2:15 PM | Yellow Thr 1

•SIA01-INT Next Generation Messaging and Collaboration Protection Drilldown Thu 5/14 | 1:00 PM-2:15 PM | Orange Thr 1

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