Migrate from Exchange to Microsoft 365 & Office 365 with CodeTwo: a complete migration guide

foreign hi in this video I'm going to show you the easiest way to securely migrate mailboxes and public folders from on-prem exchange to Microsoft 365. as you may know the native migration from exchange to Microsoft 365 has some serious limitations and requires a lot of preparation for example some migration methods support a limited number of mailboxes only While others require a hybrid exchange deployment you'll need to patch your Source server to me the migration requirements and your organization will experience email downtime during the migration process plus there's a lot of partial scripting involved and there's no data filtering pause or resume options or reporting code 2's Cloud migration solution can help you avoid all these hurdles and easily move mailboxes from Exchange Server 2010 and later to Microsoft 365. you can also use it to migrate from another Microsoft 365 tenant or from any email server supporting IMAP see the link in the video description to learn more so today I'll be migrating from exchange 2016 but the steps are pretty much the same for other versions of exchange or when you migrate between two Microsoft 365 tenants okay so let's begin I've installed the code to migration tool on a PC connected to the source exchange domain and I've also prepared the target Microsoft 365 tenant as explained in the article Linked In the description the program opens on the dashboard tab the easiest way to get started is to create a new migration job by clicking this link now select the source server type it's Exchange Server in my case and click OK a migration job wizard opens first type in the name of the job here the options you see below are used when you migrate from an exchange server hosted by a third-party vendor like intermedia or Rackspace such migration requires a CSV file with a list of match source and Target mailboxes see the link in the video's description to learn more if you have full access to your Source Exchange Server use the default settings and click next to continue in The Next Step select the type of mailboxes you want to migrate primary mailboxes archive mailboxes also known as In-Place archives or both note that a single license of the program allows you to migrate both the primary and the archive mailbox so if you have turned on mailbox archiving in your Source exchange environment go ahead and select this option and go to the next step this is where you select which source mailboxes are going to be migrated But first you need to configure the connection to your Source server to do this click here and select add new source connection this opens the wizard in the first step select the protocol you want to use to connect your Source Exchange Server you should always use exchange web services because Mappy is a legacy protocol that should be used only when migrating from exchange to A10 without Service Pack 1 installed click next to continue in the server connections tab use the auto discover Exchange Server option if you want the wizard to find the right server for you based on credentials you provide in The Next Step otherwise choose the second option and enter the fully qualified domain name or IP address of your Source server domain let's use Auto discover and proceed to The Next Step here you need to enter the credentials of an admin account that the program will use to access Source mailboxes by default the wizard automatically fills in the admin account UPN field with the admin that's currently logged in if you want to select another admin you can enter their UPN here or click browse to select the right user from your active directory then enter the account password note that the admin account selected here needs to be assigned specific admin roles that are shown here but no worries if the account doesn't have them the program will try to assign them automatically in the next step let's continue click configure to create a connection to your Source server when the process is complete click finish to close the connection Wizard and return to your migration job as you can see here by default all mailboxes and public folders from your Source server are included in the job you can change the migration scope anyway you like by removing items from the list and using these options to add specific users or active directory groups Define an email address filter and so on just note that migrating public folders consumes more licenses as explained here if you want you can use the exceptions list here to exclude select mailboxes from the migration job when you're done click next now it's time to set up connection to your target Microsoft 365 tenant click here and select add the new Target connection again as simple wizard will guide you through the process to connect to your tenant and allow the program to perform the migration on your behalf you need to register the code to app in the tenants Azure active directory on the application registration step select this option if you want the program to register the application automatically or select the second option to register it manually you will find guidelines for manual registration in the video's description let's use the automatic registration click this button sign in with your tenant's Global admin account and accept the permissions our program uses of2 for authorization so it never reads or stores your credentials you will be automatically taken to the next step click configure to connect your Microsoft 365 tenant and then click finish to return to the migration job settings once again let's go to the next step click here to open the match mailboxes window this is where you can easily match the source and Target mailboxes based on the range of matching patterns and the coolest part is that you can tell the program to create Target mailboxes automatically both features can help you save a lot of time and work okay how to begin click auto match and select auto match all mailboxes the default matching pattern is the obvious one match user names or display names there are other predefined patterns available and you can also create a custom one by clicking here for example you can add a pattern that matches a source email address of a certain format with Target users first name and last name if you have a CSV file with matched source and Target mailboxes this option lets you import it the last two settings allow you to control if the already matched mailboxes should be processed Again by the auto match and if the program should create Target mailboxes if no match is found the second setting is very useful so let's select it note that the program will only create primary mailboxes in your target tenant if you also need to create archive mailboxes click this link to learn how to do that you will also find it in the video description with the setting here you can change the properties of the mailboxes that are going to be created provide a temporary password and select which active directory attributes should be copied from Source mailboxes when you're ready click OK and then click auto match once the matching process is complete you'll see the summary click ok to apply the matching results a detailed report on the auto match process can be viewed by clicking here if there are any mailboxes left unmatched or you want to match a source mailbox with a different Target mailbox you can use one of the options available here for example this option lets you create a dedicated mailbox in your target Microsoft 365 tenant and these options can be used to match source and Target mailboxes manually you can even match an archive mailbox with a primary mailbox or the other way around it's all up to you and one more thing the mailboxes that haven't been matched in this step can also be matched later so no worries click save to apply your changes and close this window to get back to the migration wizard the next step is the scheduler when it's disabled you need to start and stop the migration job manually but if you turn it on the scheduler will run the job automatically during the time periods you specify for example only during weekends and outside working hours by default the scheduler performs full data migration once so after the migration is complete any new items that appear after the process will not be migrated but with this option selected the scheduler will do automatic Delta migrations which means that the program will automatically migrate the remaining data plus new items every time the job starts you can also run a Delta migration manually later if you need so we've got you covered click next to proceed the time filter settings are useful if you want to perform a migration in two or more stages for example you can first migrate the most recent items only so that your end users can start working in the new Cloud environment as soon as possible then you can change these settings to also include other items and complete the migration in the background by default the time filter settings do not apply to contact items if necessary this can be changed by clearing this checkbox okay so let's proceed in the folder filters tab select which mailbox folders you want to migrate for example if you don't want to migrate deleted items simply clear this checkbox easy as one two three okay now let's move to some advanced settings which are optional here you can decide how many mailboxes will be migrated at the same time the default value is the optimal setting it is recommended to use a value that's equal to the number of CPU cores on your machine the second setting lets you set the maximum size of a single item to be migrated click next to proceed to job summary this final step helps you quickly verify your settings you can now jump back to any of the previous steps to make any changes if you want if everything is okay click finish to create a migration job up now take a look at the jobs tab here you can monitor the progress of your migration and verify the job configuration one more time these two cards will display reports on how all your migration jobs are performing by clicking the gear icon you can access the notification options here you can select what type of info you want the program to show you and which notifications should be sent by email go to the email notifications tab to specify who should receive these notifications click ok to save your changes if there are any mailboxes that haven't been matched yet or if you want to make changes to the way your mailboxes are matched select one or multiple rows here right click anywhere on the selection and click match Target mailbox a familiar window will open let's close it for now you're now ready to start your migration if you've configured the scheduler the migration job will start automatically according to your settings you can also start the job manually at any time by clicking here let's do this now to see what it looks like the migration speed depends on several factors the amount of source data your network bandwidth source and Target server throttling and so on by the way the program lets you pause the job and start it again at any point without risking any errors or duplicated items in your target tenant you can see some basic info about the migration process here for more details use the reports section in the menu for example select a pair of mailboxes here and click the mailbox button to get a detailed summary of all elements folders and items migrated between the selected source and Target mailboxes if any items fail to be migrated their reason would be provided over here once your migration job completes you're done so that's it for this video You're now ready to migrate your own mailboxes to the cloud just go to this link to download a free 30-day trial now if you need any help we provide technical assistance 24 hours a day five days a week at no charge even when you test our software thanks for watching [Music]

Channel: CodeTwo Software

Views: 13,300

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Id: z2awADP7im4

Length: 13min 13sec (793 seconds)

Published: Tue Jun 20 2023