Sharepoint Saturday New York slides. SPSNYC

1. JULY 29TH, 2017
So you have been asked to
perform a mail migration!
What you need to know to pull
it off!

2. EVALS / PRIZES
BRING ALL ITEMS TO THE 6TH INFO
DESK
• BINGO CARDS = HOW YOU WIN PRIZES
AT THE END OF THE EVENT.
• THE CARDS MUST BE STAMPED BY ALL
THE SPONSORS BY THE LAST SESSION
(4PM)
• FILL OUT SPEAKERS EVALUATIONS
(LOCATED IN THE FRONT OF THE
ROOMS
• FILL OUT THE EVENT EVALUATIONS
27 in Curved
Samsung
Lenovo IdeaPad
Name your game
bundle

3. THANK YOU
EVENT SPONSORS
WE APPRECIATED YOU SUPPORTING THE
NEW YORK SHAREPOINT COMMUNITY!
• DIAMOND, PLATINUM, GOLD, & SILVER
HAVE TABLES SCATTERED THROUGHOUT
• PLEASE VISIT THEM AND INQUIRE ABOUT
THEIR PRODUCTS & SERVICES
• TO BE ELIGIBLE FOR PRIZES MAKE SURE TO
GET YOUR BINGO CARD STAMPED BY ALL
SPONSORS
• RAFFLE AT THE END OF THE DAY AND YOU
MUST BE PRESENT TO WIN!

4. Beer Authority
300 W 40h St
[across the street]
Join us for a round of drinks & some
appetizers
http://www.beerauthoritynyc.com

5. EXPLORING THE EXISTING
MAIL MIGRATION OPTIONS
INTO OFFICE 365
ADAM OCHS
LEAD TECHNICIAN FOR O365 ADVISORY SERVICES @ RACKSPACE

6. AGENDA
• INTRODUCTION
• OVERVIEW OF MIGRATION TYPES
• BRIEFLY LOOK AT NON-EXCHANGE
• DEEP DIVE INTO EXCHANGE
• PRO'S/CON'S OF EACH PATH
• (INCLUDING ADMIN SKILL LEVEL NEEDED)
• OFFICE 365 MIGRATION TOOLS
• RESOURCES
• Q & A

7. • WHY EXCHANGE!?!?
• O365 IS AN EVERGREEN SOLUTION
• AND WE ARE QUICKLY BECOMING ONE FAMILY

8. WHAT DRIVES COMPANIES TO OFFICE 365??
• MOST COMPANIES COME TO OFFICE 365 WITH 1-2 PROJECTS IN MIND, TRYING
TO ONBOARD THEIR COMPANY AND USERS
• OFTEN ONE OF THE FIRST PROJECTS TAKEN ON IS AN EXCHANGE MIGRATION, AS
THEY WANT TO DEPRICATE LEGACY SYSTEMS, AND GET READY TO CONSUME
O365
• FOR MANY THEY ALSO START SKYPE FOR BUSINESS, AND SHAREPOINT AT THE
SAME TIME
• EVEN IF EXCHANGE IS NOT YOUR BACKGROUND, THE MIGRATION DOES NOT
NEED TO FEEL DAUNTING!

9. Exchange Migration Complexity
Scale

10. WHAT EVERY MAIL MIGRATION NEEDS
• GOOD COMMUNICATION TO YOUR USERS
• PATIENT ADMINS!! – I HAVE NEVER HAD A MIGRATION THAT IS A PLATFORM
CHANGE GO 100% AS PLANNED, THAT IS OK AND EXPECTED, BE PREPARED TO
ADEPT AND PLAN AS BEST AS YOU CAN
• A CLEAR PLAN OF ACTION – DONT JUST WALK IN BLIND, KNOW YOUR PATH AND
STEPS TO GET THERE
• AN UNDERSTANDING OF YOUR LIMITATIONS, BOTH ORGANIZATIONALLY, AS
WELL AS THE TECHNOLOGIES
• A CLEAR OWNER OF THE PROJECT
• SOMEONE WHO CAN DO DNS, AND PERHAPS IDENTITY MANAGEMENT

11. IDENTITY MANAGEMENT!?!
• THIS IS A TOPIC FOR ANOTHER TALK 
• KNOW NOW THAT FOR SOME OF THESE MIGRATIONS, YOUR OWN AD WILL NEED
TO BE SYNCED THROUGH AZURE AD CONNECT.
• MOST CLIENTS I WORK WITH UNDERESTIMATE THE WORK NEEDED ON THE
IDENTITY PIECE, TYPICALLY THIS IS THE FIRST MONTH OR TWO OF WORK PRIOR
TO ACTUALLY GETTING INTO THE MIGRATION ITSELF
• IF YOU USE AN AD SYNC CLIENT, KNOW CERTAIN THINGS THEN BECOME
MANDATORY TO BE EDITED FROM AD AND NOT THE OFFICE 365 PORTAL.

12. NON-EXCHANGE MAIL MIGRATIONS
PST IMPORT IMAP

13. NON-EXCHANGE CONTINUED
PST IMPORT - (MOSTLY SEEN
WITH POP3)
• THIS IS A 1 ON THE COMPLEXITY SCALE
• YOU EXPORT AND IMPORT THE DATA
DIRECTLY FROM OUTLOOK OR SIMILAR MAIL
PROGRAM.
• ALLOT OF WORK FOR THE END USER
• REQUIRES EACH WORKSTATION BE
TOUCHED, AND WILL HAVE DOWNTIME
• CAN GET EXPORTS FROM SOME SERVER
SYSTEMS (EXCHANGE FOR INSTANCE)
• OFFICE 365 PST IMPORT SERVICE IS NOW A
THING!
IMAP MIGRATION - (THE IM NOT
SURE MIGRATION). A TYPE OF CUTOVER
MIGRATION.
• THIS IS A 2 ON THE COMPLEXITY SCALE
• COPIES THE MAIL FROM ONE SYSTEM TO
THE NEXT
• ONLY DOES MAIL, NO PERSONAL
INFORMATION MANAGEMENT DATA (PIM) -
CALENDAR, CONTACTS, NOTES, TASKS, ETC
• SOMEWHAT SLOW
• CAN HANDLE MORE OR LESS ANY MAIL
SYSTEM (LOTUS NOTES, GOOGLE APPS, ETC)
• REQUIRES NEW PROFILE SETUP FOR
EVERYONE!

14. TYPES OF EXCHANGE MAIL MIGRATIONS
CUTOVER STAGED HYBRID

15. A cutover migration is a more advanced
IMAP migration in that it behaves similarly
on the back end. You can however get PIM
Data
Migration speeds are estimates,
most likely your local server, or 3rd
party service will determine your
limited speed

16. CUTOVER MIGRATION
• THE MOST BASIC EXCHANGE MAIL MIGRATION
• ALL USERS "CUTOVER" DURING ONE TIME PERIOD.
• OFTEN USED FOR EXCHANGE 2003 OR 2007
• THERE ARE SOME GREAT 3RD PARTY TOOLS THAT DO THIS WELL
• RECOMMENDED FOR SMALL TO MIDSIZE ORGANIZATIONS, OR THOSE FROM
NON-EXCHANGE SOURCES

18. PRO'S AND CON'S OF A CUTOVER MIGRATION
• THE LEAST TECHNICAL OF THE OPTIONS, THIS
MEANS YOU DO NOT NEED TO BE AN
EXCHANGE ADMIN TO ACCOMPLISH THIS WELL.
ON A SCALE OF 1-10 I WOULD GIVE THIS A 3.
• DO NOT NEED BACK END ACCESS TO FORMER
SYSTEM.
• ALLOT OF GREAT 3RD PARTY TOOLS CAN
ASSIST WITH THIS (MIGRATION WIZ,
SHAREGATE, CODE-TWO, ETC).
• CAN BE DONE WITH ANY VERSION OF
EXCHANGE PAST 2000.
• BEST FOR SMALLER ORGS (LESS THAN 150
USERS)
• DOES NOT NEED ACTIVE DIRECTORY
INTEGRATION
• WHILE IT CAN SUPPORT UP TO 2000 USERS, IT IS TIME
CONSUMING, SO YOU SHOULD STAY UNDER 150 FOR
CUTOVERS
• MUST RECONFIGURE ALL DESKTOP CLIENTS AS WELL
AS MOBILE DEVICES
• ONLY DATA SPECIFIC TO THE MAILBOX TRANSFERS,
YOU WILL NEED TO RE-CREATE ALL DL'S, SECURITY
GROUPS, FORWARDS, TRANSPORT RULES, PUBLIC
FOLDERS, RESOURCE MAILBOXES ETC
• THIS MEANS THE LARGEST IMPACT TO END-USERS
• POTENTIAL MAILFLOW DELAY. WHILE MAIL SHOULD
NOT BE LOST, IT COULD BE CONFUSING WHERE IT IS
DELIVERED
• USERS DO NOT WORK PROPERLY ON BOTH SYSTEMS,
NEED TO MOVE ALL USERS AT ONCE

19. STAGED MIGRATION
• USER MOVE OVER IN GROUPS
• CAN BE DONE WITH IMAP, BUT IT'S MESSY
• USED OFTEN WITH EXCHANGE 2003 OR 2007
• WHILE IT ALLOWS YOU TO MOVE GROUPS, THE MAILFLOW IS TRICKY AND
REQUIRES WORK
• NO CROSS EXISTENCE, JUST MAILFLOW
• RECOMMENDED FOR 2000+ MAILBOXES
• HAVING ACTIVE DIRECTORY/IDENTITY IS MANDATORY!

21. PRO'S AND CON'S OF A STAGED MIGRATION
• WHILE YOU NEED MORE ACCESS TO YOUR EXCHANGE SYSTEM, THIS
IS STILL SOMEWHAT BEGINNER FRIENDLY. I WOULD RATE THIS A 6
ON OUR COMPLEXITY SCALE.
• IF YOU ARE NOT AN EXCHANGE ADMIN THIS IS STILL DOABLE, BUT
YOU WILL GET TO KNOW EXCHANGE MUCH BETTER
• DOES NOT NEED TO MOVE ALL USERS AT ONCE, ALLOWS YOU TO
MOVE USERS IN GROUPS OVER TIME.
• CAN DO RESOURCE MAILBOXES AND USER MAILBOXES
• CAN DO MORE THAN 2000 MAILBOXES, AND SINCE THERE IS NO
CUTOVER, IT CAN BE DONE OVER TIME.
• DOES CAPTURE PIM DATA (CALENDAR, CONTACTS, ETC) OUTSIDE OF
JUST MAIL.
• MAILFLOW IS ACHIEVED WITH INTERNET RELAY DOMAIN IN OFFICE
365
• YOU NEED ADMIN LEVEL ACCESS TO THE USER MAILBOXES. THE
EASIEST WAY TO ACHIEVE THIS IS WITH IMPERSONATION RIGHTS
GRANTED TO ONE ACCOUNT.
• YOU MUST CREATE NEW OUTLOOK PROFILES AND MOBILE DEVICE
CONNECTIONS
• OUT OF OFFICE MESSAGES DO NOT TRANSFER, THEY WILL NEED TO
BE RE-CREATED
• WHILE NEWER EXCHANGE VERSIONS (2010 2013 2016) CAN BE USED
WITH THIS TYPE OF MIGRATION, MORE FUNCTIONALITY MAY NOT
WORK WITH MAILBOXES IN TWO SYSTEMS.
• AUTODISCOVER IS IMPORTANT AND CANNOT LOOK AT TWO
LOCATIONS. THIS MEANS DECREASED EXCHANGE FUNCTIONALITY
SOMEWHERE!
• ACTIVE DIRECTORY SYNC IS MANDATORY, SO YOU NEED AN AD
• USER HAS 2 MAILBOXES, ONE IN EACH SYSTEM. YOU CAN CONVERT
MIGRATED USERS TO MAIL-ENABLED USERS, BUT IT IS MORE
COMPLEX THAN NORMAL, AND YOU CAN HAVE MAILFLOW ISSUES
• DELTA SYNCS ARE LESS IDEAL HERE.

22. HYBRID MIGRATION
• A STAGED MIGRATION THAT ALLOWS TRUE CROSS EXISTENCE
• USERS MOVE OVER IN GROUPS, BUT CAN STILL WORK AS ONE COMPANY
• EXCHANGE 2010 OR NEWER
• REQUIRES FEDERATION OF LEGACY SYSTEM AND EXCHANGE ONLINE, SO YOU NEED TRUE
ADMIN ACCESS TO LEGACY SYSTEM
• CAN BE KEPT IN A LONG TERM HYBRID STATE, OR USED JUST FOR THE MIGRATION (CALLED
HYBRID LITE)
• HAVING ACTIVE DIRECTORY/IDENTITY MANAGEMENT IS MANDATORY!
• MOST ENTERPRISE ORGANIZATIONS USE THIS MIGRATION. IT IS SCALABLE (SMALL NUMBER TO
MULTIPLE THOUSANDS)

24. PRO'S AND CON'S OF A HYBRID MIGRATION
• THIS IS THE MOST COMPLEX OF THEM ALL. A FULL 10 ON THE SCALE, BUT
THAT IS BECAUSE IT GIVES YOU THE MOST!!!
• DOES NOT NEED TO MOVE ALL USERS AT ONCE, ALLOWS YOU TO MOVE
USERS IN GROUPS OVER TIME.
• ALLOWS TRUE-COEXISTENCE, WHERE YOU HAVE ONE UNIFIED GAL, AND
MESSAGE ROUTING THROUGH REMOTE MAILBOXES
• CAN DO RESOURCE, SHARED, AND USER MAILBOXES. AD SHOULD SYNC
DOWN DL, SECURITY GROUPS, ETC
• CAN DO MASSIVE AMOUNT OF MAILBOXES OVER TIME.
• FAR AND AWAY THE BEST USER EXPERIENCE.
• MAILFLOW IS LOGICAL AND NEEDS NO EXTRA STEPS OUTSIDE OF THE
MIGRATION TOOL CONFIGURATION
• ONLY MOVE THAT SAVES THE USERS PROFILE, ALLOW YOU TO KEEP LOCAL
RULES, FORWARDS, CATEGORIES ETC
• MOVES THE ACTUAL MAILBOX OBJECT, REPLACES IT WITH REMOTE
MAILBOXES FOR MAIL ROUTING
• REMOTE MAILBOX MOVES ALLOW YOU TO STAGE MOST OF THE DATA OVER
THROUGH SUSPENDED MOVES, STAGING 95 % OF IT UNTIL YOU AR READY
• YOU HAVE ONE UNIFIED GAL, AUTODISCOVER WORKS FOR BOTH SERVERS,
RESOURCE MAILBOXES WILL CONTINUE TO WORK ETC.
• YOU NEED TRUE ADMIN ACCESS TO THE ON-PREM
EXCHANGE. NOT JUST IMPERSONATION RIGHTS, YOU
NEED TO BE ABLE TO GET IN FROM THE HIGHEST
LEVEL TO CONFIGURE FEDERATION
• YOU NEED FAIRLY DEEP EXCHANGE KNOWLEDGE TO
TROUBLESHOOT ANY PROBLEMS. WHILE THE
MIGRATION TOOL HELPS A TON HERE, THERE ARE
ALWAYS SMALL THINGS TO BE ADDRESSED, AND
HAVING THE KNOWLEDGE TO DO THAT IS KEY.
• YOU NEED DEEP AD INTEGRATION TO AVOID A WHOLE
BUNCH OF SMALL ISSUES (SUCH AS UNROUTABLE
DOMAINS) IN ORDER TO BE ABLE TO ACHIEVE WHAT
YOU NEED.
• THIS IS A FULL 10 ON THE COMPLEXITY SCALE, YOU
WILL NEED SOMEONE WITH DEEP EXCHANGE AND
IDENTITY EXPERIENCE
• ACTIVE DIRECTORY SYNC IS MANDATORY, SO YOU
NEED AN AD

25. Exchange Migration Complexity
Scale
PSTImport
IMAPMigration
CutoverMigration

26. HIGH LEVEL COMPARISON
CUTOVER
THIS IS THE EASIEST OF THE
EXCHANGE MIGRATIONS
BEST FOR SMALL ORG'S
DOES NOT REQUIRE AD SYNC
DOES NOT NEED DEEP EXCHANGE
KNOWLEDGE
HAS THE MOST USER IMPACT, AND
IMPACT TO YOUR IT STAFF
ALL USERS LIVE ON ONE DAY
NEEDS NEW OUTLOOK PROFILES
STAGED
THIS IS THE MODERATE OF THE
EXCHANGE MIGRATION
BEST FOR LARGE ORG'S
REQUIRES AD SYNC
DOES NOT NEED DEED EXCHANGE
KNOWLEDGE, BUT YOU WILL LEARN!
HAS A LARGE USER IMPACT, BUT
ALLOWS IT TO BE MORE MANAGEABLE
FOR THE IT STAFF
USERS LIVE OVER SEVERAL DAYS OR
WEEKS
NEEDS NEW OUTLOOK PROFILES
HYBRID
THIS IS THE MOST DIFFICULT OF THE
EXCHANGE MIGRATIONS
BEST FOR LARGE ORG'S
REQUIRES AD SYNC
REQUIRES DEEP EXCHANGE
KNOWLEDGE, AND IDENTITY
HAS THE SMALLEST USER IMPACT, BUT
REQUIRES THE MOST HIGH LEVEL
KNOWLEDGE FROM IT STAFF
USERS LIVE OVER SEVERAL DAYS,
WEEKS, OR MONTHS.
DOES NOT NEED NEW OUTLOOK
PROFILES

27. THE OFFICE 365 MIGRATION TOOL!!
THE ONE STOP SHOP FOR YOUR O365 MIGRATION NEEDS
• FREE TO ANY OFFICE 365 CUSTOMER.
• YOU CAN ACCESS IT THROUGH THE EXCHANGE ADMIN CENTER -----> MIGRATION
• ALLOWS YOU TO DO ALL THE TYPES OF MIGRATION WE HAVE SPOKEN OF HERE, YOU
JUST SELECT THE KIND YOU WANT TO DO
• CAN BE DONE THROUGH POWERSHELL AS WELL IF YOU KNOW WHAT YOU ARE DOING
• YOU WILL NEED TO HAVE KNOWLEDGE OF YOUR ON-PREM SERVER TO SETUP A
MIGRATION ENDPOINT
• YOU WILL NEED TO HAVE YOUR USERS PRE-CREATED, AND PERHAPS A CSV FILE OF
THOSE YOU ARE WANTING TO MIGRATE

28. You have the option to etiher migrate to
(most likley) or Migrate From
You can select several
different migration options,
including all of the ones we
talked about (but PST)

29. You give it your server
info
You select your already
made migration endpoint
(or create one)
You select
your users
There are some
options (a few
pages)

30. You can see what is
happening during the
migration
You can see a ton of
data on the window,
including frequently
used info

32. OFFICE 365 PST IMPORT SERVICE
(NETWORK UPLOAD VIA AZURE)

33. RESOURCES
• MIGRATION OVERVIEW - HTTPS://SUPPORT.OFFICE.COM/EN-US/ARTICLE/WAYS-TO-MIGRATE-MULTIPLE-EMAIL-ACCOUNTS-TO-OFFICE-365-
0A4913FE-60FB-498F-9155-A86516418842?UI=EN-US&RS=EN-US&AD=US
• DECIDE ON A MIGRATION PATH - HTTPS://SUPPORT.OFFICE.COM/EN-US/ARTICLE/DECIDE-ON-A-MIGRATION-PATH-0D4F2396-9CEF-43B8-
9BD6-306D01DF1E27
• CUTOVER MIGRATION NEED TO KNOW - HTTPS://SUPPORT.OFFICE.COM/EN-US/ARTICLE/WHAT-YOU-NEED-TO-KNOW-ABOUT-A-CUTOVER-
EMAIL-MIGRATION-TO-OFFICE-365-961978EF-F434-472D-A811-1801733869DA?UI=EN-US&RS=EN-US&AD=US
• HOW TO PERFORM A CUTOVER MIGRATION - HTTPS://SUPPORT.OFFICE.COM/EN-US/ARTICLE/PERFORM-A-CUTOVER-MIGRATION-OF-EMAIL-TO-
OFFICE-365-9496E93C-1E59-41A8-9BB3-6E8DF0CD81B4?UI=EN-US&RS=EN-US&AD=US
• STAGED MIGRATION NEED TO KNOW - HTTPS://SUPPORT.OFFICE.COM/EN-US/ARTICLE/WHAT-YOU-NEED-TO-KNOW-ABOUT-A-STAGED-EMAIL-
MIGRATION-TO-OFFICE-365-7E2C82BE-5F3D-4E36-BC6B-E5B4D411E207
• HOW TO PERFORM A STAGED MIGRATION - HTTPS://SUPPORT.OFFICE.COM/EN-US/ARTICLE/PERFORM-A-STAGED-MIGRATION-OF-EMAIL-TO-
OFFICE-365-83BC0B69-DE47-4CC4-A57D-47E478E4894E?UI=EN-US&RS=EN-US&AD=US
• EXCHANGE HYBRID DEPLOYMENTS - HTTPS://TECHNET.MICROSOFT.COM/EN-US/LIBRARY/JJ200581(V=EXCHG.150).ASPX
• HYBRID PRE-REQ'S - HTTPS://TECHNET.MICROSOFT.COM/EN-US/LIBRARY/HH534377(V=EXCHG.150).ASPX
• INTRODUCTION TO THE HYBRID CONFIG WIZARD - HTTP://BLOGS.TECHNET.COM/B/EXCHANGE/ARCHIVE/2015/09/04/INTRODUCING-THE-
MICROSOFT-OFFICE-365-HYBRID-CONFIGURATION-WIZARD.ASPX
• TECHNICAL SERVER DEPLOYMENT ASSISTANT - HTTPS://TECHNET.MICROSOFT.COM/EN-US/EXDEPLOY2013/CHECKLIST?STATE=2993-W-
AQAIAAAAQAAAAAEAAAAAAAAAAAAAWAM~
• PST IMPORT SERVICE TECHNET - HTTPS://TECHNET.MICROSOFT.COM/EN-US/LIBRARY/MS.O365.CC.INGESTIONHELP.ASPX
• ANNOUNCING PST IMPORT SERVICE (NOT THIS NOW DOES PST'S TOO) - HTTPS://BLOGS.OFFICE.COM/2015/09/16/OFFICE-365-IMPORT-
SERVICE-MIGRATION-TO-SHAREPOINT-ONLINE-AND-ONEDRIVE-FOR-BUSINESS-JUST-BECAME-EASIER/

34. THANK YOU!!!!
TIME FOR Q&A???
• YOU CAN REACH OUT TO ME AT ADAM.OCHS@RACKSPACE.COM
• FOLLOW ME ON TWITTER - @RACKER_ADAM
• HIT ME UP ON LINKEDIN - HTTPS://WWW.LINKEDIN.COM/IN/AOCHS