Office 365 Migration –

Understanding Migrations Part 1

June 2013
Summary of Migration Options
PST Migration

2010 Hybrid

2013 Hybrid
New service mailbox

Cutover
User or IT PST migration options

Staged
Service Migrations

IMAP
IMAP Migration

PST
Supports wide range of email platforms  
Exchange 5.5
Email only (no calendar, contacts, or tasks)
 
Exchange 2000
Cutover Exchange Migration (CEM) Exchange 2003     

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

Exchange 2007
No migration tool or computer required on-premises     
Exchange 2010
Staged Exchange Migration (SEM) Exchange 2013    

No migration tool or computer required on-premises Notes/Domino 

Requires Directory Synchronization with on-premises AD 
GroupWise
 
Other
Hybrid Deployment
Hybrid

Manage users on-premises and online

Enables cross-premises calendaring, smooth migration, and
easy off-boarding
Migration Option Decision Factors
Coexistence
Provisioning
Size Requirement
Simple DirSync
Large Rich Manual/Bulk
Medium Provisioning
Small Automatic
Provisioning

Source Server
Identity
Management
Exchange DEPLOYMENT
IMAP PLAN On-Premise
Lotus Migration Single
Notes solution is part Sign-On
Google
3 | Microsoft Confidential
of the plan On-Cloud
 In EAC, select
recipients | migration

Migration Tool
launched from
Exchange Admin
Center Start migration
wizard

Choose migration
type and follow
prompts
 Set of Migration Cmdlets
Migration Tool  New-MigrationBatch

also available via  Start-MigrationBatch

PowerShell 


Get-MigrationBatch
Get-MigrationStatus
 Complete-Migration
 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

Discover
Provision PST
users Install and Change
PST Configure
+ configure MX
creation Outlook
mailboxes PST record
in O365 Capture

(license Migrate
assigned) PST
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
 Max of 50,000 rows
 Max 10 MB in size
IMAP – Data Migration Scope
Migrated Not Migrated
 Mail messages  Contacts, Calendars, Tasks, etc.
(Inbox and other folders)  Excluded folders
 Maximum of 500,000 items  Folders with a forward slash
 Possible to exclude specific ( / ) in the folder name
folders from migration  Messages larger than 35 MB
(e.g. Deleted Items, Junk E-
Mail)
IMAP – Migration Flow

Initial
Wizard: sync
Provision Gather
Enter Mark
users IMAP Change Final
server migration
+ creds and MX sync and
settings as
mailboxes prepare record cleanup
and complete
in O365 CSV
upload Delta
CSV sync
(license
assigned) every 24
hours
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
 Identity management in the cloud (at least initially)
 On-premises migration tool is not required
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)

Mailbox Data via Outlook Anywhere

Exchange 2003 or later (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 Not Migrated
 Mail messages and folders  Security Groups, DDLs
 Rules and categories  System mailboxes
 Calendar (normal, recurring)  Dumpster
 Send-As Permissions
 Out-of-Office settings  Messages larger than 35 MB
 Contacts
 Tasks
 Delegates and folder perms
 Outlook settings (e.g. favorites)
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

Configure Initial
Outlook Wizard: sync
Migration
Anywhere Mark
tool Change Final
Enter migration License
provisions MX sync and
Test using server as users
users record cleanup
ExRCA settings complete
mailboxes
and admin
DLs Delta
Assign creds
contacts sync
migration
in O365 every 24
perms
hours
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)
 Identity management on-premises
 On-premises migration tool is not required
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
Office 365 Directory
Synchronization Users, Groups, Contacts via DirSync
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 folders  Security Groups, DDLs
 Rules and categories  System mailboxes
 Calendar (normal, recurring)  Dumpster
 Send-As Permissions
 Out-of-Office settings  Messages larger than 35 MB
 Contacts
 Tasks
 Delegates and folder perms
 Outlook settings (e.g. favorites)
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

Configure Initial
Outlook Wizard: sync
Anywhere Mark
Change Final
Enter migration License
Configure MX sync and
Test using server as users
Directory record cleanup
ExRCA settings complete
Sync
and admin
Assign creds Delta
migration sync
perms every 24
hours
© 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.
 [Link] 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
[Link]
Exchange Client Network Bandwidth
Calculator
[Link]
-Client-Network-8af1bf00

PST Capture Download

http://
[Link]/en-us/download/details.a
spx?id=36789

PowerShell Scripts
[Link]
36 [Link]