Source Exchange 2013 Environment Preparation
Follow the steps that are described in the Preparation Overview topic to prepare your Exchange
On some of steps you may need to coordinate the setup process with the administrator of the target Exchange organization.
Preparation Overview
This section provides a short overview of the main steps that should be performed to set up your source Exchange
Setting up the source Exchange
Checking the System Requirements
On this step make sure that your environment meets the minimal system requirements for Migration Agent for Exchange. For more details, see Checking System Requirements.
Setting Up Accounts and Required Permissions
On this step you should set up the accounts and required permissions for Exchange migration. There are four main types of accounts used by Migration Manager for Exchange agents:
- Source Active Directory Synchronization Account
- Source Exchange Account
- Source Active Directory Account
- Source Agent Host Account
You can simplify the setup by using a single account for all Migration Manager for Exchange processes. This account should have the permissions that are required for Migration Manager for Exchange console and all agents on every server that is involved in the migration.
For more details, see Setting Up Accounts and Required Permissions.
Preparing the Source Exchange Environment for Exchange Migration
On this step you should perform common environment preparations for mailbox and calendar synchronizations:
- Back up Exchange
- Install Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1 version 6.5.8353.0 or later on agent hosts
- Create custom throttling policies
- Set Exchange Autodiscover URL (Optional)
On this step you should perform common environment preparations for public folder synchronization:
- Configure administrator mailboxes for public folder synchronization
- Create Aelita EMW Recycle Bin public folder (optional)
- Prepare public folder mailboxes for public folder synchronization
- Configure the NSPI connection limit
- Fine-Tuning the Public Folder Synchronization Agents to use Kerberos authentication (Optional)
For more details, see Preparing the Source Exchange Environment for Exchange Migration.
Setting Up Connection with the Target Exchange Organization Using SMTP Connectors
On this step you should set up the connection with the target Exchange organization using SMTP connectors. This task consists of three subtasks given below:
- Setting up the source Exchange organization for Internet mail flow between source and target Exchange organizations
- Configuring source DNS server for mail forwarding
- Testing the SMTP connectors (optional)
For more details, see Setting Up Connection with the Target Exchange Organization Using SMTP Connectors.
Preparation Checklist
This checklist will help you set up your source Exchange 2013 organization and its environment properly. Make sure you have done all the steps below before completing the preparation.
| Check | Step |
|---|---|
| □ | Check the system requirements |
| □ | Set up the Source Active Directory Synchronization Account |
| □ | Set up the Source Exchange Account |
| □ | Set up the Source Active Directory Account |
| □ | Set up the Source Agent Host Account |
| □ | Back up Exchange |
| □ | Create Aelita EMW Recycle Bin public folder (optional) |
| □ | Install Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1 version 6.5.8353.0 or later on agent hosts |
| □ | Configure administrator mailboxes for public folder synchronization |
| □ | Prepare public folder mailboxes for public folder synchronization |
| □ |
Create custom throttling policies |
| □ |
Configure the NSPI connection limit |
| □ | Set Exchange Autodiscover URL (Optional) |
| □ | Set up the source Exchange organization for Internet mail flow between source and target Exchange organizations |
| □ | Configure the source DNS server for mail forwarding |
| □ | Test the SMTP connectors (optional) |
Prerequisites
Before starting the preparation of the source Exchange 2013 organization and its environment, make sure that you have the privileges to grant all of the following permissions to accounts.
|
|
Note: The list of permissions given below contains all required permissions for the accounts. However some of the permissions can be replaced with their equivalents. For more information, see the corresponding steps for each account. |
Source Active Directory Synchronization Account
- Membership in the Administrators or Domain Admins group of the source domain
Source Exchange Account
- Read access to the source domain
-
Full Control permission on Exchange 2013 mailboxes
- The Mail Enabled Public Folders management role
-
Membership in the local Administrators group on all source Exchange servers involved in the public folder synchronization. If a server is a domain controller, the account should be added to the domain local Administrators group of the domain.
- Membership in the Recipient Management group
- The ApplicationImpersonation management role for migration to Exchange 2013 (or higher) or Office 365
Source Active Directory Account
- Read access to the source domain
- Read permission for the Microsoft Exchange container in the source Active Directory
-
Write permission on the Microsoft Exchange System Objects organizational unit in all domains in which source Exchange 2013 servers involved in public folder synchronization reside
Source Agent Host Account
- Local Administrator permissions on the agent host server where the corresponding MAgE instance is installed.
- The db_owner role on the SQL server where the database resides
- Permission to create, read and write SCP in domain where agent host resides. The SCP object is located in the CN=Exchange Migration Project,CN=QmmEx,CN=Migration Manager,CN=Quest Software,CN=System,DC=eternity,DC=<...>,DC=<...> Active Directory container.