Andy Malone - Migrating to office 365

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Andy Malone - Migrating to office 365

  1. 1. The Extras… Follow @AndyMalone & Get my SkyDrive Link
  2. 2. Andy Malone Migrating to Office 365
  3. 3. Register at the Glasspaper Booth for more info & a chance to win tickets!
  4. 4. Follow me on Twitter @AndyMalone Andy Malone Microsoft MVP (Enterprise Security) Founder: Cybercrime Security Forum! Microsoft International Event Speaker MCT (18 Years) Winner: Microsoft Speaker Idol 2006 See me speak @ Microsoft TechEd 2014
  5. 5. Goals Understanding Migrations PST IMAP Cutover Staged Fast Track!
  6. 6. 2010 Hybrid Exchange 2000  Exchange 2003     Exchange 2007          Exchange 2013   Notes/Domino  GroupWise  Other  Supports wide range of email platforms Email only (no calendar, contacts, or tasks) Cutover Exchange Migration (CEM) Good for fast, cutover migrations No migration tool or computer required on-premises Staged Exchange Migration (SEM) No migration tool or computer required on-premises Requires Directory Synchronization with on-premises AD Hybrid Deployment Manage users on-premises and online Enables cross-premises calendaring, smooth migration, and easy off-boarding * Additional options available with tools from migration partners 2013 Hybrid Staged migration  IMAP Migration IMAP migration Simple Migrations Exchange 5.5 Exchange 2010 Hybrid Cutover migration Summary of Migration Options * 
  7. 7. Deployment Plan Stages 1. Plan Read case studies and documentation 2. Prepare Add and Verify SMTP domains DNS Administratio n Configure On Premise 3. Migrate 4. Decommission
  8. 8. Migration Options Size Large Medium Small Coexistence Requirement Simple Rich Source Server Exchange IMAP Lotus Notes Google 8 | Microsoft Confidential DEPLOYMENT PLAN Migration solution is part of the plan Provisioning DirSync Manual/Bulk Provisioning Automatic Provisioning Identity Management On-Premise Single Sign-On On-Cloud
  9. 9. PST Migration
  10. 10. The PST Dilemma • • • • • • • Do not comply with e-mail retention policies; They make electronic discovery very difficult if not impossible; You cannot use Outlook Web App [OWA] to access them; Normally stored in user’s local drives which are not backed up. If corrupted, all its content might get lost; If on network drives, they still take valuable storage space; Rarely password protected, anyone with access can read content; • Users create more PST files so their mailboxes don’t go over quota because they don’t want to delete any e-mails.
  11. 11. 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
  12. 12. 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
  13. 13. PST Tool Architecture • • • • The PST Capture tool is made of three components: PST Capture Console: Interface administrators use to search for PSTs and import them into Exchange; PST Capture Central Service: Service maintains a list of all the PSTs found by the tool and processes the data as it is imported into Exchange; PST Capture Agent: Installed throughout computers or servers in the organization, are responsible for the discovery of PSTs on the machines where they are installed. If requested, they will send PSTs to the host where the Central Service is installed so they can be imported.
  14. 14. PST – Migration Flow Provision users + mailboxes in O365 (license assigned) Discover PST PST creation Install and configure PST Capture Change MX record Migrate PST Configure Outlook
  15. 15. PST Capture
  16. 16. PST Capture
  17. 17. IMAP Migration
  18. 18. IMAP Migration – Features • 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
  19. 19. 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
  20. 20. IMAP – Data Migration Scope Migrated  Mail messages (Inbox and other folders)  Maximum of 500,000 items  Possible to exclude specific folders from migration (e.g. Deleted Items, Junk E-Mail)     Not Migrated Contacts, Calendars, Tasks, etc. Excluded folders Folders with a forward slash ( / ) in the folder name Messages larger than 35 MB
  21. 21. IMAP – Migration Flow Initial sync Provision users + mailboxes in O365 (license assigned) Gather IMAP creds and prepare CSV Wizard: Enter server settings and upload CSV Change MX record Delta sync every 24 hours Mark migration as complete Final sync and cleanup
  22. 22. In EAC, select recipients | migration Migration Tool launched from Exchange Admin Center (EAC) Start migration wizard Choose migration type and follow prompts
  23. 23. Set of Migration Cmdlets  Migration Tool also available via PowerShell New-MigrationBatch  Start-MigrationBatch  Get-MigrationBatch  Get-MigrationStatus  Complete-Migration  TestMigrationServerAvailability
  24. 24. Cutover Migration (CEM)
  25. 25. CEM – Features and Benefits • Simple and quick migration solution • High-fidelity solution – all mailbox content is migrated • Typically best suited to small and medium organizations • 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
  26. 26. 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 disabled in O365 tenant • SMTP domains configured in O365 tenant
  27. 27. CEM – Architecture On-premises Exchange Org Users, Groups, Contacts via Outlook Anywhere (NSPI) Exchange 2003 or later 27 Mailbox Data via Outlook Anywhere (RPC over HTTP) Office 365
  28. 28. 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
  29. 29. CEM – Data Migration Scope         Migrated Mail messages and folders Rules and categories Calendar (normal, recurring) Out-of-Office settings Contacts Tasks Delegates and folder perms Outlook settings (e.g. favorites)      Not Migrated Security Groups, DDLs System mailboxes Dumpster Send-As Permissions Messages larger than 35 MB 29
  30. 30. CEM – Data Migration Scope • Partial migrations are not possible (folder exclusion, time range) • Mailboxes enabled for Unified Messaging cannot be migrated • Existing cachedmode files (OST files) cannot be preserved
  31. 31. 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) 31
  32. 32. CEM – Migration Flow Configure Outlook Anywhere Test using ExRCA Assign migration perms Initial sync Wizard: Enter server settings and admin creds Migration tool provisions users mailboxes DLs contacts in O365 Change MX record Delta sync every 24 hours Mark migration as complete Final sync and cleanup License users
  33. 33. Cutover Migration to Office 365
  34. 34. Staged Exchange Migration (CEM)
  35. 35. SEM – Features and Benefits • • • • • • • • • Simple and flexible solution High-fidelity – all mailbox content is migrated Best suited to medium and large organizations Users 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) Works with Exch 2003 and 2007 only, on-premises or hosted Identity management on-premises On-premises migration tool is not required 36
  36. 36. 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
  37. 37. SEM – Architecture On-premises Exchange Org Office 365 Directory Synchronization App Office 365 Users, Groups, Contacts via DirSync Mailbox Data via Outlook Anywhere (RPC over HTTP) Exchange 2003 or 2007 38
  38. 38. 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
  39. 39. 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
  40. 40. SEM – Data Migration Scope         Migrated Mail messages and folders Rules and categories Calendar (normal, recurring) Out-of-Office settings Contacts Tasks Delegates and folder perms Outlook settings (e.g. favorites)      Not Migrated Security Groups, DDLs System mailboxes Dumpster Send-As Permissions Messages larger than 35 MB
  41. 41. 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 42
  42. 42. 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) 43
  43. 43. SEM – Migration Flow Configure Outlook Anywhere Test using ExRCA Assign migration perms Wizard: Configure Directory Sync Enter server settings and admin creds Initial sync Change MX record Delta sync every 24 hours Mark migration as complete Final sync and cleanup License users
  44. 44. Fast Track
  45. 45. Traditional deployment methodology PreDeployment 1 2 Pre Plan Plan 3 4 Prepare 5 6 Prepare 7 PostDeployment Migrate 8 9 10 11 Migrate First Mailbox 12 …. Post
  46. 46. Pilot Experience Value Early New Cloud Experience Deploy Real World Benefits Broad Production Use Extend Full Feature Value Meet your needs
  47. 47. Benefits of Office 365 FastTrack • No throw away effort “Production pilot” • Full Office 365 User Experience with minimal on-premises requirements • Time to value vs. effort invested • Multiple data migration methods: – new mailbox, self-service and IT managed • Identity options: – cloud IDs, synchronized IDs and federated IDs
  48. 48. First use in hours, Onboarding in days Pilot complete Deploy Complete Adopt new features
  49. 49. FastTrack Deployment Available today: http://deployoffice365.com Coming soon: http://fasttrack.office.com
  50. 50. Recommendations
  51. 51. Migration Wiz www.migrationwiz.com
  52. 52. http://www.cloudsolutions.co.uk/resources/migration-tool/
  53. 53. Sharegate: SharePoint Migration Tool http://yourock.share-gate.com/office-365-migration/?gclid=CM6rzvPat7sCFZLKtAodsg4AFw
  54. 54. Review: Understanding Migrations PST IMAP Cutover Staged Fast Track!
  55. 55. The Extras… Follow @AndyMalone & Get my SkyDrive Link
  56. 56. Tools Exchange Remote Connectivity Analyzer https://www.testexchangeconnectivity.com/ Exchange Client Network Bandwidth Calculator http://gallery.technet.microsoft.com/Exchange-Client-Network-8af1bf00 PST Capture http://www.microsoft.com/en-us/download/details.aspx PowerShell Scripts http://technet.microsoft.com/en-us/library/hh974318.aspx
  57. 57. Please evaluate the session before you leave 
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