Tips and Tricks for Migrating to Exchange Online


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Tips and Tricks for Migrating to Exchange Online, presented at the Office 365 UK User Group Birmingham, 12th February 2014

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Tips and Tricks for Migrating to Exchange Online

  1. 1. Tips and Tricks for Migrating to Exchange Online Steve Goodman 12th February 2014
  2. 2. Who am I? • Dad and Husband • Infrastructure Consultant at Ciber UK • Exchange VTSP at Microsoft • Exchange Server MVP • Host of The UC Architects Podcast • Blogger, PowerShell Scripter, Author
  3. 3. What am I talking about this evening? • What to think about before you think about migrating email • Options for migrating email to Office 365 • Top tips for each method of migration
  4. 4. Before you begin!
  5. 5. What to consider before you set things up • Is your Active Directory structure an easy fit for Office 365? • Are you prepared (or able) to update User details? • Do you have an understanding of your Exchange environment and patch levels?
  6. 6. What to consider before you set things up • Do you know what clients and apps are in use, and can you update them? • What resource do you have available to support your migration? • What are your deadlines to migrate?
  7. 7. Migration Approaches
  8. 8. Cutover Migration • Migrates ALL mailboxes in one go • Suitable for Exchange 2003, 2007, 2010 and 2013 • Limited to a maximum of 2000 mailboxes • Uses Outlook Anywhere to copy mailboxes
  9. 9. Staged Migrations • Migrates mailboxes in batches • Suitable for Exchange 2003 and 2007 • Uses Outlook Anywhere to copy mailboxes
  10. 10. What is a Hybrid Migration? • Link Exchange to Exchange Online • Requires Exchange 2010 or 2013 • Move mailboxes, not copy them - highest fidelity of moves • Move to or from the Cloud
  11. 11. Other Migration Methods? • IMAP Migration • Wide range of source systems, low fidelity • PST Migration • Export as PST, Import using PST Capture Tool, flexible but crude • Third-Party Tools fill the gaps • Cloud-based tools (e.g. BitTitan MigrationWiz) • On-Premise tools (Quest, BinaryTree)
  12. 12. Top Tips and Tricks
  13. 13. Cutover and Staged Migration Tips • Make sure Outlook Anywhere is enabled, available externally and you have a valid third party certificate • Test using the Remote Connectivity Analyser • The Mailbox is copied so needs profile reconfiguration • Can involve visiting desktops  • Do you have mailboxes hidden from the GAL? • Ensure mailboxes you are migrating are visible.
  14. 14. Cutover and Staged Migration Tips • Mailbox permissions aren’t copied and need to be re-applied • New Collect-MailboxPermissions.ps1 on it’s way to • After migration is completed switch off Internal AutoDiscover • Set-ClientAccessServer <ServerName> -AutoDiscoverInternalURI:$null
  15. 15. Cutover Migration Tips • Get Active Directory and DirSync ready for after your migration • You can sync user details and passwords as you cutover • If you use DirSync think about how you’ll manage Exchange • Are you leaving DirSync in place? • Lower DNS TTLs to enable a quick switchover
  16. 16. Staged Migration Tips • Perform adequate testing before moving real users • Failed migrations can leave users in a half-migrated state • Move People and Shared Mailboxes together where you can • If you struggle to do this, a Staged Migration might not be for you • Convert Mailboxes to MailUsers after each migration batch •
  17. 17. Hybrid Migration Tips • Make sure Exchange is published to the Internet optimally • Correct Certs, AutoDiscover, No Pre-Auth for Hybrid-related URL Paths • Exchange 2010 includes all you need for a hybrid migration • You don’t need a “Hybrid Server”, but you do need a minimum of SP3 • Exchange 2013 is the best choice for a long coexistence • Easier setup, free hybrid license and target for new Hybrid features
  18. 18. Hybrid Migration Tips • Clean up any cross-forest sidHistory issues before migrating • sidHistory isn’t migrated and can break permissions • If you can, remove Public Folders rather than migrate them • No compelling co-existence story and added hassle • Use “Suspend When Ready to Complete” to perform quick switches of mailboxes • Performs a full sync of mailboxes, allowing you to perform a final sync then switch in minutes
  19. 19. Tips for any migration method • Export oversize messages first • Export messages over 34MB to PST and / or encourage users to clean up mailboxes • Third Party tools can make complex migrations easy • Cloud-based tools like MigrationWiz save a lot of time and can provide flexibility Microsoft tools cannot • Think about the user experience • A simple server-side setup might mean a complex desk-side migration
  20. 20. Summary
  21. 21. Summary • Understanding your environment before you begin is critical to success • Microsoft provide Cutover, Staged, Hybrid and IMAP migration methods • Additional options include PST and 3rd party tools • Hybrid migrations require a little more setup, but are worth the effort
  22. 22. Any questions?