Keith Ridings                      Erik Ashby
Product Mgr, Messaging Migration   Sr. Program Manager
Quest Software       ...
Overview
Migration Scenarios
       Service           Source Platform

                         Exchange 200x

                    ...
Migration Options
    Green Field               End-User                  Minimal              Admin ‘Quick’              ...
What to Ask During Planning
 Is the customer aware of the differences between on-premise
 and online Exchange?
      No Pu...
What to Ask During Planning
 Are there existing mail-enabled applications?
     Outlook applications, generic SMTP applica...
Tools for Planning
 Microsoft Assessment and Planning Toolkit
 (MAP)
    http://www.microsoft.com/MAP
    Feedback: kayvaa...
Exchange Online Highlights
 Business Messaging Capabilities            Security and Availability

   •   Email, shared c...
Offering Details                                                                                                          ...
Business Messaging Capabilities
Flexible Mailbox Sizes and Policies

  5GB allocation per
  standard user license
  (25GB ...
Exchange Migration
Migration Scenarios
       Service          Source Platform

                         Exchange 200x

                     ...
Exchange Migration Process
 Envision                             Business Development


  Plan /      Design              ...
AD Cleanup and Account Management
 AD Cleanup: Most likely AD is already OK consider
     Extra accounts, groups, etc.
   ...
Exchange Migration Process
 Envision                             Business Development


  Plan /      Design              ...
Domain Configuration
Domain Configuration
Exchange Migration Process
 Envision                             Business Development


  Plan /      Design              ...
Admin Console
Setup Mail Flow Coexistence
     Mail routing will be determined by forwarders set in both topologies
        Accounts tha...
Establish Directory Sync During Coexistence
     Directory Sync initially creates ‘Disabled Accounts’ in Microsoft
     On...
Configure Directory Sync
The Admin Experience
Without directory sync
The Admin Experience
Without 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 Experience
The Admin Experience
After directory sync
The Admin Experience
After directory sync
The First User’s Experience
The First User’s Experience
Directory Sync Considerations
 Generally manage objects from the local AD not from
 MSOL
    User properties
    DL Group ...
The Experience During Coexistence
 Core Coexistence Features Supported
    Full Shared GAL
    Rich messaging (Full format...
Exchange Migration Process
 Envision                             Business Development


  Plan /      Design              ...
Bulk Activating Accounts
Bulk Activating Accounts
Bulk Activating Accounts
Bulk Activating Accounts
Bulk Activating Accounts
     Admin uses Admin Portal to bulk activate accounts
             Accounts are activated and pr...
Consider During Activation
 Can only activate 250 at a time
 How users can access Microsoft Online
      Can access with M...
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
            ...
Exchange Mailbox Migration
Exchange Mailbox Migration
Exchange Mailbox Migration
Exchange Mailbox Migration
Exchange Mailbox Migration
Mailbox After A Migration
Using PowerShell for Mailbox Migration
 All migration functionality can be automated with PowerShell

 The Core PowerShell...
Consider When Migrating
   Migration Bandwidth and Migration Options
       Expect 2gig / Hour per instance
       With hi...
End-User Configuration
 Prior to mailbox migration
    Export rules and list delegates

 After mailbox migration
    User ...
Migrating Conference Rooms
 Problem: Conference rooms can not be activated directly from
 Microsoft Online Admin Console
 ...
Exchange Migration Process
 Envision                             Business Development


  Plan /      Design              ...
View Migrated Users
Delete Local Mailboxes
Migration: Remove Source Mailbox
   Migration Wizard will Remove Local Mailbox
   1.Delete local alternate recipient
   2....
Final Steps
 Changing MX Record
    Switch all domains to ‘Authoritative’ in Microsoft
    Online Admin Console
    Change...
Exchange Migration Partners
 Cemaphore (www.cemaphore.com)
   MailShadow for Exchange Online: Provides two-
   way sync fr...
Domino and GroupWise Migration
Migration Scenarios
       Service           Source Platform

                         Exchange 200x

                    ...
Domino/GroupWise Migration Process
  Envision                              Business Development


   Plan /      Design   ...
Basic Migration Requirements
   Migrate GroupWise(NDS) or Domino Directory Content
       User names, GAL properties, SMTP...
Things to Consider During Planning
 Directory Strategy: What will drive account management in the future?
      Recommend:...
Domino/GroupWise Migration Process
  Envision                              Business Development


   Plan /      Design   ...
Setup Mail Coexistence
 Mail routing will be determined by forwarders set in both topologies
      Accounts that have mail...
Directory Coexistence and Migration
     Step 1: Migrate to a local Active Directory
              Consider AD as master f...
Known Limitations during Coexistence
 No Free/Busy or Delegates (like Exchange)
 Local Forwarding is Manual
 No / Limited ...
Domino/GroupWise Migration Process
  Envision                              Business Development


   Plan /      Design   ...
Mailbox Migration Considerations
 Archive Before You Migrate

 Will users participate in the migration of their mailbox

 ...
Foreign Migration (2 Hop Method)
   2 Hop Migration Process
              1st Hop: Mailboxes are first migrated to a ‘Stag...
Direct Mailbox Migration with Partner Tools Tools
     Existing Tools Partners have mailbox migration tools that will
    ...
Domino / GroupWise Migration Partners
 Quest Software (www.quest.com)
     Offers set of Domino/GroupWise migration tools ...
Domino/GroupWise Migration Process
 Envision                              Business Development


  Plan /      Design     ...
POP/IMAP Migrations
Migration Scenarios
       Service           Source Platform

                         Exchange 200x

                    ...
POP/IMAP Migration Process
 Envision                                 Business Development


  Plan /      Design          ...
POP/IMAP Directory Strategy
 Option 1: Use Active Directory and Directory Sync
      Benefit: Can continue to use Active D...
POP/IMAP Migration Process
    Activate Users in Microsoft Online
             Manually create users in Microsoft Online o...
POP/IMAP Migration Screen
Think About for POP/IMAP Migrations
 Make sure you know the source POP/IMAP server
     Source server names, source ports,...
Internet Mail Migration Partners
 MigrationWiz.Com (www.migrationwiz.com)
    First internet-based migration service (no n...
Real-World Migrations
 Domino Migration                            IMAP Migration
   Two Hop Migration                    ...
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Migration to Microsoft Online Services from Exchange and Non-Microsoft Platforms
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

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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

  1. 1. Keith Ridings Erik Ashby Product Mgr, Messaging Migration Sr. Program Manager Quest Software Microsoft, Microsoft Online UNC310
  2. 2. Overview
  3. 3. Migration Scenarios Service Source Platform Exchange 200x Domino On-Premise GroupWise Generic (POP/IMAP) Premium (Hosted Exchange) ISP (POP/IMAP) Hosted Hotmail Webmail Gmail/GAPE
  4. 4. Migration Options Green Field End-User Minimal Admin ‘Quick’ Classic migration *Big-Bang* *Big-Bang* *Big-Bang* migration with with long-term migration migration migration min Coexistence coexistence • Just provision users • Provision users, and • Provision users and • Admin provisions and • Admin provisions and and GO ! provide end users just migrate core migrates groups of migrates groups of • Everyone moved at with migration tools. content (Calendar, users to new service users to new service. once • Everyone moved at contacts, etc.) as fast as possible • All mailbox content is • No retention of once • Can be combined • All mailbox content is preserved. legacy mailbox data • Users are given with end-user preserved • Long-term tools/options to migration. • Only minimal coexistence is • Pro: Easy to deploy access and migrate • Everyone moved at coexistence is offered for large groups legacy mail once offered • Con: Loss of old themselves • Pro: Support for large content. • Pro: Can scale to • Pro: Full data fidelity scale migrations • Pro: Easy to scale to large groups and • Con: May not be • Pro: Includes large groups. preserves some data possible for large coexistence • Con: Difficult to • Con: End-user sat orgs • Con: Not all manage end user with missing data. coexistence features tools. may be available • Con: End user sat • Con: Admin work to with extra work. coordinate group/moves.
  5. 5. What to Ask During Planning Is the customer aware of the differences between on-premise and online Exchange? No Public Folders Distribution List Management Managing Resource Mailboxes Managing Shared Mailboxes Mail 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
  6. 6. 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 Impact End User Sign-In client Download Upgrade to Outlook 2007 Password Management How to distribute the initial passwords Managing expectations around local and cloud passwords Passwords policies Does the customer have OWA or Deskless users
  7. 7. Tools for Planning Microsoft Assessment and Planning Toolkit (MAP) http://www.microsoft.com/MAP Feedback: kayvaang@microsoft.com Customer Acceptance Testing (CAT)
  8. 8. Exchange Online Highlights  Business Messaging Capabilities Security and Availability • Email, shared calendar and contacts • Built in anti-virus and anti-spam • Flexible mailbox sizes • Multi-layer data protection • Anywhere Access • Compliance archiving • Mobility with Active Sync devices • Email encryption  Flexible Deployment  Simplified Management • Online & on-premises co-existence • Unified administration center • Active Directory synchronization • 24x7 support • Data migration • 99.9% service level agreement • Information & desk-less worker • Always up to date software
  9. 9. Offering Details  Current Feature  Future Release Features Deskless1 Standard Dedicated Features Deskless1 Standard Dedicated Default Mailbox Size 500MB 5GB 1GB* Outlook Web Access OWA Light   Larger Size Mailbox Available   Client & Mobility Outlook Anywhere   Shared Contacts    Outlook 2007 Support   Message Attachment    Outlook 2003 Support  General Deleted Item Retention    Entourage Support 3   Conference Rooms    Firefox /Safari Web Browser 4   Distribution Lists    Windows Mobile 6 Devices   99.9% Uptime SLA    Active Sync 12 Devices   24x7 Web/Phone IT Pro Support    BlackBerry Devices   Geo Redundancy Data Protection    Public Folder  AD Credential Synchronization    Coexistence Anti Virus/Anti SPAM    AD/GAL Synchronization    Rights Management Service 2   Compliance Security & On-Premise Exchange Free/Busy  Mail Encryption (Optional)    E-Discovery Archive (Optional)    On-Premise Notes Free/Busy  Personal Archive (Optional)   Messaging Records Management   Exchange 2000, 2003, 2007    Migration Exchange 5.5  MAPI   Notes/Domino  Extensibility Exchange WebDAV   GroupWise  SMTP Relay   POP3/IMAP    Exchange Web Services   POP3/IMAP4   Customer Portal    Administration Center Portal Online    Outbound Fax  Company Portal    UM & Fax Voicemail Integration   Sign On Client    Outlook Voice Access   1 Deskless available in both standard and dedicated versions 2 Can integrate with on site deployment of Rights Management Service 3 Free/Busy and GAL is not supported on Entourage * Dedicated offering planning to move to 5GB in Q2/3 2009 4 Only OWA Light is supported on Firefox and Safari browser
  10. 10. Business Messaging Capabilities Flexible Mailbox Sizes and Policies 5GB allocation per standard user license (25GB Maximum) Pooled storage at company level Assign different mailbox size limits per user Additional storage available for purchase Flexible send warning policy
  11. 11. Exchange Migration
  12. 12. Migration Scenarios Service Source Platform Exchange 200x Domino On-Premise GroupWise Generic (POP/IMAP) Premium (Hosted Exchange) ISP (POP/IMAP) Hosted Hotmail Webmail Gmail/GAPE
  13. 13. Exchange Migration Process Envision Business Development Plan / Design Account Management AD Clean up Prepare Considerations Plan Build Sign Up for Trial Setup SMTP Domains Pilot / Set up Mail Coexist. Establish Dir Sync Pilot Verification Coexistence Migrate Bulk Account Creation Mailbox Migration End User Access ! Post Exchange Mailbox MX Record Switch Over Migration Cleanup
  14. 14. AD Cleanup and Account Management AD Cleanup: Most likely AD is already OK consider Extra accounts, groups, etc. Know your email addresses Invalid characters ( ‘ ) Plan for Account Management: consider When will accounts be activated Mailboxes become active when the account is activated How will passwords be distributed to end users Passwords are created ONLY when account is activated Administrator can capture passwords during activation or have sent via email Large organizations may need automated scripts to distribute passwords
  15. 15. Exchange Migration Process Envision Business Development Plan / Design Account Management AD Clean up Prepare Considerations Plan Build Sign Up for Trial Setup SMTP Domains Pilot / Set up Mail Coexist. Establish Dir Sync Pilot Verification Coexistence Migrate Bulk Account Creation Mailbox Migration End User Access ! Post Exchange Mailbox MX Record Switch Over Migration Cleanup
  16. 16. Domain Configuration
  17. 17. Domain Configuration
  18. 18. Exchange Migration Process Envision Business Development Plan / Design Account Management AD Clean up Prepare Considerations Plan Build Sign Up for Trial Setup SMTP Domains Pilot / Set up Mail Coexist. Establish Dir Sync Pilot Verification Coexistence Migrate Bulk Account Creation Mailbox Migration End User Access ! Post Exchange Mailbox MX Record Switch Over Migration Cleanup
  19. 19. Admin Console
  20. 20. Setup Mail Flow Coexistence Mail 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 mailboxes Mail 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 SMTP Mailflow for @Companyx.MicrosoftOnline.Com Active Active Ex Servers Ex Servers Directory Directory SMTP Mailflow for @Companyx.com Account w/ Mailbox on MSOL: Active Account w/ Mailbox in MSOL: SMTP: Joe@Companyx.Com SMTP: Joe@Companyx.com Target Address: Mail FWD smtp:Joe@companyx.MicrosoftOnline.com Joe@Companyx.MicrosoftOnline.com* Disabled Account w/o Mailbox: Account w/ Local Mailbox Mail FWD SMTP: Bob@Companyx.com SMTP: Bob@Companyx.Com Target Address: Bob@Companyx.com* * Forwarders are set automatically by directory sync and migration tools.
  21. 21. 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 Online Enables mail routing using ‘Target Addresses’ back to local topology Pre-Populates user list for easy account activation Local Deployment Microsoft Online Admin Active Directory Active Portal Directory Sync Directory AWS Ex Servers Ex Servers Local Account w/ Mailbox: Disabled Account w/o Mailbox: SMTP: User@Company.Com Mail FWD SMTP: User@Company.com smtp:User@company1.msol.com Target: User@Company.com
  22. 22. Configure Directory Sync
  23. 23. The Admin Experience Without directory sync
  24. 24. The Admin Experience Without directory sync
  25. 25. Installing Directory Sync
  26. 26. Installing Directory Sync
  27. 27. Configuring Directory Sync
  28. 28. Configuring Directory Sync
  29. 29. Configuring Directory Sync
  30. 30. Configuring Directory Sync
  31. 31. Configuring Directory Sync
  32. 32. The Admin Experience
  33. 33. The Admin Experience After directory sync
  34. 34. The Admin Experience After directory sync
  35. 35. The First User’s Experience
  36. 36. The First User’s Experience
  37. 37. Directory Sync Considerations Generally manage objects from the local AD not from MSOL User properties DL Group Membership Cannot manage DL groups from Outlook if you are using directory sync Manage mail settings for ‘active accounts’ from MSOL Proxy (email) Address Settings Mailbox settings
  38. 38. The Experience During Coexistence Core Coexistence Features Supported Full Shared GAL Rich messaging (Full format) Meeting requests Top Limitations During Coexistence No Free/Busy between on-premise Exchange and Exchange Online No Cross Delegates Managing of conference rooms Mail from on-premise Exchange appear as ‘external’ and are un-resolved
  39. 39. Exchange Migration Process Envision Business Development Plan / Design Account Management AD Clean up Prepare Considerations Plan Build Sign Up for Trial Setup SMTP Domains Pilot / Set up Mail Coexist. Establish Dir Sync Pilot Verification Coexistence Migrate Bulk Account Creation Mailbox Migration End User Access ! Post Exchange Mailbox MX Record Switch Over Migration Cleanup
  40. 40. Bulk Activating Accounts
  41. 41. Bulk Activating Accounts
  42. 42. Bulk Activating Accounts
  43. 43. Bulk Activating Accounts
  44. 44. Bulk Activating Accounts Admin uses Admin Portal to bulk activate accounts Accounts are activated and provisioned with mailboxes Mail forwarding is removed at this stage* Duplicate mailboxes All external mail and local mail will be delivered to local mailbox All mail from MSOL will be delivered to new MSOL mailbox Local Deployment Microsoft Online Admin Admin Active Directory Active Portal Directory Sync Directory Ex Servers Ex Servers Local Account w/ local Mailbox: SMTP: User@Company.Com Active Account w/ MSOL Mailbox: SMTP: User@Company.com smtp:User@company1.msol.com Target: User@Company.com
  45. 45. Consider During Activation Can only activate 250 at a time How users can access Microsoft Online Can access with Microsoft Online Services Sign-In Client Users can access all services without after a single sign-in prompt This is a DIFFERENT ACCOUNT from their current Active Directory Account Or use https://home.microsoftonline.com Will need to sign-in multiple times when accessing different services Password Management Will need a process to capture and distribute initial passwords End users must change password before they can access services Use Microsoft Online Services Sign-In client Use https://home.microsoftonline.com to change password Must reset password before using Outlook Web Access Duplicate mailboxes All external mail and local mail will be delivered to local mailbox All mail from MSOL will be delivered to new MSOL mailbox
  46. 46. Mailbox Migration
  47. 47. Microsoft Online Migration Tools
  48. 48. Exchange Mailbox Migration
  49. 49. Exchange Mailbox Migration
  50. 50. Exchange Mailbox Migration
  51. 51. 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 content Multi-threaded content copy Re-writes addresses during migration to ensure that mail replies will work Local Deployment Microsoft Online Admin Active Active Portal Directory Directory Admin PWS Ex Servers Migration 2 Ex Servers Tool CAS Local Account w/ Mailbox: SMTP: User@Companyx.Com Alt Recipient: (Contact for User) Active Account w/ Mailbox: SMTP: User@Company.com 1 Mail FWD smtp:User@company1x.microsoftonline.com Target: User@Company.com Contact for User: Target Addr: User@Companyx.microsoftonline.Com
  52. 52. Exchange Mailbox Migration
  53. 53. Exchange Mailbox Migration
  54. 54. Exchange Mailbox Migration
  55. 55. Exchange Mailbox Migration
  56. 56. Exchange Mailbox Migration
  57. 57. Mailbox After A Migration
  58. 58. Using PowerShell for Mailbox Migration All 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
  59. 59. Consider When Migrating Migration Bandwidth and Migration Options Expect 2gig / Hour per instance With high-bandwidth: Increase migration threads and migration instances to increase performance With low-bandwidth: Use filters to decrease content that is migrated Permissions Must have full-mailbox access to source mailbox All admin’s have full-mailbox access to MSOL for migration. Re-Migration and Duplicates Can remigrate and previously migrated mail will not duplicate What is not included in mailbox migrations Permissions Delegates Rules Outlook Settings
  60. 60. End-User Configuration Prior to mailbox migration Export rules and list delegates After mailbox migration User 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 rules Update delegates and ACLs Add local domains to ‘Safe Sender’ list
  61. 61. Migrating Conference Rooms Problem: Conference rooms can not be activated directly from Microsoft Online Admin Console Process 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.
  62. 62. Exchange Migration Process Envision Business Development Plan / Design Account Management AD Clean up Prepare Considerations Plan Build Sign Up for Trial Setup SMTP Domains Pilot / Set up Mail Coexist. Establish Dir Sync Pilot Verification Coexistence Migrate Bulk Account Creation Mailbox Migration End User Access ! Post Exchange Mailbox MX Record Switch Over Migration Cleanup
  63. 63. View Migrated Users
  64. 64. Delete Local Mailboxes
  65. 65. Migration: Remove Source Mailbox Migration Wizard will Remove Local Mailbox 1.Delete local alternate recipient 2.Disconnect mailbox (remove mailbox properties from AD) 3.Add Target Address as forwarder on local NT account This process is separate from mailbox content migration Allows for fall-back from MSOL Local Deployment Microsoft Online Admin Active Active Portal Directory Directory Set Target Address Admin CAS Migration Ex Servers Ex Servers Tool Local Account w/ Mailbox on MSOL: SMTP: User@Company.Com Mail FWD Target Addr: User@Company1.MSOL.com Active Account w/ Mailbox: SMTP: User@Company.com smtp:User@company1.msol.com Target: User@Company.com
  66. 66. Final Steps Changing MX Record Switch all domains to ‘Authoritative’ in Microsoft Online Admin Console Change MX Record to ‘Mail.Global.FrontBridge.Com’ Consider Ongoing Exchange Management Local Exchange servers might be needed for local application not moved to Exchange Online
  67. 67. 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’ issue Provides better coexistence Eliminates a hard cut-over
  68. 68. Domino and GroupWise Migration
  69. 69. Migration Scenarios Service Source Platform Exchange 200x Domino On-Premise GroupWise Generic (POP/IMAP) Premium (Hosted Exchange) ISP (POP/IMAP) Hosted Hotmail Webmail Gmail/GAPE
  70. 70. Domino/GroupWise Migration Process Envision Business Development Plan / Design Account Directory Migration Prepare Considerations Management Plan Plan * Plan * Functional Build Sign Up for Trial Setup SMTP Domains Verification Migrate Pilot / Establish Dir Pilot Set up Mail Coexist. Directory to Coexistence AD * Sync Verification Migrate Bulk Account Creation Mailbox Migration * End User Access ! Post Exchange Mailbox MX Record Switch Over Migration Cleanup
  71. 71. Basic Migration Requirements Migrate GroupWise(NDS) or Domino Directory Content User names, GAL properties, SMTP mail addresses, and GroupWise Nicknames Groups Shared Contacts Migrate Mailbox Content Mailbox Content: Mail, appointments, tasks, shared calendar, personal address books, and frequent contacts Local Archives: GroupWise and Domino Archives to PST. Migrate Shared Mail Content Rooms and Resources Domino Shared Mailboxes GroupWise Shared Folders Provide Basic Coexistence Mail forwarding for basic mail / calendar coexistence
  72. 72. Things to Consider During Planning Directory Strategy: What will drive account management in the future? Recommend: Move to local AD to drive Microsoft Online Consider 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 Assessment Discover/Analyze on premises mailbox environment Build migration plan based on assessment and reports Client Impact Plan for deployment / training for Outlook 2007 and OWA and any OS requirements Messaging Applications Mail-Enabled Domino Applications SPAM Filters, Archives, Fax Gateways, LOB Applications, Domino Applications Plan for mitigation of Domino applications over time Migrate to SharePoint, CRM Online, other OOB solutions, or sundown
  73. 73. Domino/GroupWise Migration Process Envision Business Development Plan / Design Account Directory Migration Prepare Considerations Management Plan Plan * Plan * Functional Build Sign Up for Trial Setup SMTP Domains Verification Migrate Pilot / Establish Dir Pilot Set up Mail Coexist. Directory to Coexistence AD * Sync Verification Migrate Bulk Account Creation Mailbox Migration * End User Access ! Post Exchange Mailbox MX Record Switch Over Migration Cleanup
  74. 74. Setup Mail Coexistence Mail 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 / GroupWise Mail any mail to company domain (@Companyx.com) will be directed to the local messaging servers Mail forwarders are created automatically in Microsoft Online through directory sync* Local Messaging Deployment Microsoft Online Mail Active Directory Ex Servers Servers Directory Account with Mailbox on MSOL: Active Account w/ Mailbox in MSOL: SMTP: Joe@Companyx.Com SMTP: Joe@Companyx.com Mail Forwarder: Mail FWD smtp:Joe@companyx.MicrosoftOnline.com Joe@Companyx.MicrosoftOnline.com * Disabled Account w/o Mailbox: Normal Account w/ Local Mailbox Mail FWD SMTP: Bob@Companyx.com SMTP: Bob@Companyx.Com Target Address: Bob@Companyx.com *
  75. 75. Directory Coexistence and Migration Step 1: Migrate to a local Active Directory Consider AD as master for Microsoft Online Use 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 Directory Ensure account information and SMTP addresses are accurate Step 3: Directory Sync with Microsoft Online using MSOL Directory Sync Tool Disabled User accounts are created in Microsoft Online Local Messaging Topology Microsoft Online Step 1 Step 3 Domino Active Ex Migrate users Active Directory Dirsync with /GroupWise Directory Servers to AD MSOL Step 2 Cleanup Disabled Account w/o Mailbox: AD (Consider as SMTP: Bob@Companyx.com Master) Target Address: Bob@Companyx.com *
  76. 76. Known Limitations during Coexistence No Free/Busy or Delegates (like Exchange) Local Forwarding is Manual No / Limited GAL Coexistence Calendar interop depends on foreign system support for ICAL Domino issues with recurring meetings Unknown quality of GroupWise Note: Domino mail/calendar coexistence experience can be improved through third party tools.
  77. 77. Domino/GroupWise Migration Process Envision Business Development Plan / Design Account Directory Migration Prepare Considerations Management Plan Plan * Plan * Functional Build Sign Up for Trial Setup SMTP Domains Verification Migrate Pilot / Establish Dir Pilot Set up Mail Coexist. Directory to Coexistence AD * Sync Verification Migrate Bulk Account Creation Mailbox Migration * End User Access ! Post Exchange Mailbox MX Record Switch Over Migration Cleanup
  78. 78. Mailbox Migration Considerations Archive Before You Migrate Will users participate in the migration of their mailbox Available Bandwidth May need to migrate over nights and/or weekends Multiple migration machines as an option Front Load Data Migration Approach Data is migrated over a period of time One more pass for the delta’s, then the user is switched Back Load Data Migration Approach Data is migrated with filter options configured User works in the BPOS mailbox with limited data Data is backfilled until BPOS mailbox is in sync
  79. 79. Foreign Migration (2 Hop Method) 2 Hop Migration Process 1st Hop: Mailboxes are first migrated to a ‘Staging’ mailbox in Exchange Use existing On-Premise tools to migrate to a mailbox on an Exchange server Mailbox 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 System As part of migration process manually add a mail forward to account in GroupWise or Domino Local Topology Microsoft Online Local Active Ex Servers Directory GroupWise / Exchange On-Prem 2007 Server Domino Mailbox MSOL Exchange Server Migration Tools Migration Tools (Staging Malibox ) Active Account w/ Mailbox in MSOL: SMTP: Joe@Companyx.com smtp:Joe@companyx.MicrosoftOnline.com User Mailbox on MSOL: SMTP: Joe@Companyx.Com Mail Forwarder: Joe@Companyx.MicrosoftOnline.com *
  80. 80. Direct Mailbox Migration with Partner Tools Tools Existing Tools Partners have mailbox migration tools that will migrate directly to Microsoft Online Mailboxes are directly to Microsoft Online Quest has recently released an updated migration tool that will migrate mailbox content directly to MSOL Set mail forwarding in Foreign System As part of migration process add a mail forward to account in foreign system Local Domino/GroupWise Topology Microsoft Online Active Ex Directory Servers GroupWise / Partner Domino Server Mailbox Migration Tools Active Account w/ Mailbox in MSOL: SMTP: Joe@Companyx.com smtp:Joe@companyx.MicrosoftOnline.com Account with Mailbox on MSOL: SMTP: Joe@Companyx.Com Mailbox Forward: Joe@Companyx.MicrosoftOnline.com *
  81. 81. Domino / GroupWise Migration Partners Quest Software (www.quest.com) Offers set of Domino/GroupWise migration tools for both on-premise Exchange and Exchange Online Key Features Tools for both Domino and GroupWise Management tools for batching / scheduling and performing pre-migrations Tools migrate mailbox content to Exchange Online and directory content to Active Directory New coexistence feature released Binary Tree (www.binarytree.com) Domino migration tools for both on-premise Exchange and Exchange Online Key Features Company focused on Domino migrations (Both on-premise and Exchange Online) Management tools for batching / scheduling and performing pre-migrations Tools migrate mailbox to Exchange Online and leverages MS tools for directory content migration to Active Directory Provides coexistence features New migration service announced recently
  82. 82. Domino/GroupWise Migration Process Envision Business Development Plan / Design Account Directory Migration Prepare Considerations Management Plan Plan * Plan * Build Sign Up for Trial Setup SMTP Domains Migrate Pilot / Establish Dir Pilot Set up Mail Coexist. Directory to Coexistence AD * Sync Verification Migrate Bulk Account Creation Mailbox Migration * End User Access ! Post Exchange Mailbox MX Record Switch Over Migration Cleanup
  83. 83. POP/IMAP Migrations
  84. 84. Migration Scenarios Service Source Platform Exchange 200x Domino On-Premise GroupWise Generic (POP/IMAP) Premium (Hosted Exchange) ISP (POP/IMAP) Hosted Hotmail Webmail Gmail/GAPE
  85. 85. POP/IMAP Migration Process Envision Business Development Plan / Design Account Management Directory Plan Prepare Considerations Plan Build Sign Up for Trial Setup SMTP Domains Pilot / Optional Mail Coexist. * Optional Directory Sync * Pilot Verification Coexistence Bulk Account Creation Migrate / Migration * Mailbox Migration * End User Access ! Post Exchange Mailbox MX Record Switch Over Migration Cleanup
  86. 86. POP/IMAP Directory Strategy Option 1: Use Active Directory and Directory Sync Benefit: Can continue to use Active Directory after migration to manage accounts Process: Step 1: Provision accounts in local Active Directory Can use AD import tools (LDIFDE, or import/export in ADUC) for bulk operations Step 2: Directory sync with Microsoft Online Local AD Microsoft Online Step 1 Step 2 Active Ex Import users Active Directory Dirsync with Directory Servers to AD MSOL (Consider as Disabled Account w/o Mailbox: Master) SMTP: Bob@Companyx.com Target Address: Bob@Companyx.com * Option 2: Use Microsoft Online Directly (Do not use Active Directory) Benefit: Does not require a local Active Directory Create users directly in Microsoft Online Use admin console to create a single user Use bulk import to create multiple users
  87. 87. POP/IMAP Migration Process Activate 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 tool Migrates Mailbox Content via IMAP or POP to MSOL Optional manually set mail forwarding after migration POP/IMAP Deployment Microsoft Online Admin Active Portal Directory Admin POP/IMAP POP/IMAP Migration Ex Servers Servers Tool CAS Active Account w/ Mailbox: SMTP: User@Company.com Forwarder: Mail FWD smtp:User@company1x.microsoftonline.com Target Addr: User@Companyx.microsoftonline.Com Target: User@Company.com Manually create forwarder
  88. 88. POP/IMAP Migration Screen
  89. 89. Think About for POP/IMAP Migrations Make sure you know the source POP/IMAP server Source server names, source ports, supported security options, admin access to source mailboxes, and any connection limitations Have a strategy for accessing source mailboxes Use admin userID/password IF your source server supports it Reset userID/password just prior to migrating mailboxes Collect individual userID/passwords prior to migrating mailboxes Have a strategy for forwarding mail after the migration
  90. 90. Internet Mail Migration Partners MigrationWiz.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 Source Will automatically work with end-users to collect credentials to access source mailboxes Email notifications during migration Cemaphore.Com (www.cemaphore.com) Mailshadow for Google Apps: Synchronize Google apps with Exchange Online Key features End-user tool to migrate content from Gmail, Google Contacts and Google calendar to Exchange Online.
  91. 91. Real-World Migrations Domino Migration IMAP Migration Two Hop Migration 3700 users migrated in a single 1200 user migration in 1 weekend weekend Minimal (Calendar Only) migration Migrated 90 days of mailbox content Lots of ‘Learning’ issues across the Used PowerShell to automate/script board migration process Had a good process for managing end-users Used Active Directory to pre-stage accounts One Hop Migration Issues: Managing users/passwords 1400 user migration in 1 weekend after migration Pre-migrated mailboxes then sync over weekend Issue: Permissions were migrated ! Exchange Migration 800 users migrated in a single weekend GroupWise Migration Migrated all content + 80 resources 800 Users migration in a single weekend Used PowerShell to automate/script Pre-migrated mailboxes than ran a re- process sync Created post-migration reports from logs Issue: Calendar options during Issues: RSS Feeds caused confusion since migration content is filtered during migration
  92. 92. Related Content Breakout 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
  93. 93. Call to Action Learn More! Related Content at TechEd on “Related Content” Slide Attend in-person or consume post-event at TechEd Online Check out online learning/training resources http://technet.microsoft.com/exchange/2010 http://technet.microsoft.com/office/ocs Try It Out! Download the Exchange Server 2010 Beta Evaluation http://www.microsoft.com/exchange/2010/try-it Get a 5-Day Trial of Office Communications Server 2007 R2 https://r2.uctrial.com/
  94. 94. Resources www.microsoft.com/teched www.microsoft.com/learning Sessions On-Demand & Community Microsoft Certification & Training Resources http://microsoft.com/technet http://microsoft.com/msdn Resources for IT Professionals Resources for Developers www.microsoft.com/learning Microsoft Certification and Training Resources
  95. 95. Complete an evaluation on CommNet and enter to win!
  96. 96. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista 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.
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