Reference Materials for Migration 8.15 - Migrating to Microsoft Office 365

Assessing Microsoft Office 365 Deployment Readiness

To analyze and prepare your on-premises environment for an Office 365 deployment, use the Microsoft Office 365 Deployment Readiness Tool in accordance with the Microsoft Office 365 Deployment Guide.

To get the Microsoft Office 365 Deployment Guide for Enterprises, go to http://community.office365.com/en-us/f/183/p/1541/5095.aspx. The tool can be downloaded from http://community.office365.com/en-us/f/183/p/2285/8155.aspx.

Setting Up Company Domains in Microsoft Office 365

You need to add each email domain you want to migrate to Microsoft Office 365 as an accepted domain of your Microsoft Office 365 tenant. The migration service will then use the SMTP addresses of your on-premises mailboxes to create the corresponding email addresses for the new Office 365 mailboxes.

For information on adding company domains to Microsoft Office 365, read Adding domains and users to Office 365 article.

Creating Office 365 Administrative Accounts

You need to create at least four separate administrative accounts which will be used during migration for one of the following tasks:

• Provisioning user accounts in Office 365
• Synchronizing calendars
• Migrating mailboxes
• Synchronizing public folders

Requirements for provisioning user accounts in Office 365

The administrative account must have the Exchange administrator, User management administrator user roles and ApplicationImpersonation and Mail Recipients roles in the Microsoft Office 365 tenant. A Microsoft Exchange Online license must be issued for this administrative account. This account must have the default UPN suffix <tenant_name>.onmicrosoft.com. To create the administrative account you should perform the following:

• Manually grant User management administrator, Exchange administrator user roles and ApplicationImpersonation, Mail Recipients roles to the accounts that already have a Microsoft Exchange Online license

To grant existing account the User management administrator and Exchange Administrator user roles

1. Log on to any computer running Microsoft Windows 7 (x64 edition) or Microsoft Windows Server 2008 R2 operating system.
2. Install Microsoft Online Services Sign-In Assistant (64-bit version). To get installation instructions and download link, go to http://technet.microsoft.com/en-us/library/jj151815.aspx.

3. Grant the account User management administrator and Exchange Administrator user roles:

   Import-Module MSOnline

   $cred = Get-Credential

   Connect-MsolService -Credential $cred

   Add-MsolRoleMember -RoleName 'User Account Administrator' -RoleMemberEmailAddress <User E-mail address>

   Add-MsolRoleMember -RoleName 'Exchange Service Administrator' -RoleMemberEmailAddress <User E-mail address>

4. Grant the account ApplicationImpersonation and Mail Recipients role as follows:

Requirements for synchronizing mailboxes, calendars and public folders in Office 365

A Microsoft Exchange Online license must be issued to these administrative accounts. These accounts must have the default UPN suffix <tenant_name>.onmicrosoft.com. Also they must have the User Management Administrator, Mail Recipients and ApplicationImpersonation roles in the Microsoft Office 365 tenant. There are two options how to grant the required roles:

1. Manually grant ApplicationImpersonation and Mail Recipients roles to the accounts that already have a Microsoft Exchange Online license and the User Management Administrator role in Microsoft Office 365 as specified above.
2. Use the PowerShell script that creates accounts in Microsoft Office 365, issues Microsoft Exchange Online licenses to these accounts and grants the accounts required roles. That script is attached to the following Migration Manager for Exchange Knowledge Base article: https://support.quest.com/migration-manager-for-exchange/kb/255600/how-to-create-o365-service-accounts-with-required-permissions.

To create administrative accounts with User Management Administrator user role using the CreateQSGranularPermissionAdminAccountsInMSOLModule.ps1 script

You can create the accounts via PowerShell with the minimum required permissions acceptable.

To download CreateQSGranularPermissionAdminAccountsInMSOLModule.ps1 script and see step-by step usage instructions refer to Migration Manager for Exchange Knowledge Base article: https://support.quest.com/migration-manager-for-exchange/kb/255600/how-to-create-o365-service-accounts-with-required-permissions.

The administrative accounts specified in .CSV file will be created in Microsoft Office 365 and granted the User Management Administrator, Mail Recipients, and ApplicationImpersonation user roles.

Additional Configuration for the Public Folder Synchronization Account (Legacy Exchange Agents only)

For the account you are going to use for public folder synchronization by legacy Exchange agents, the following steps are also required:

1. Associate the account with the primary hierarchy public folder mailbox. For that, in the Office 365 Exchange admin center, do the following:

   1. Create a new PowerShell session with Office 365:
      $cred = Get-Credential
      $proxy = New-PSSessionOption –ProxyAccessType IEConfig
      $session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $cred -Authentication Basic –AllowRedirection -SessionOption $proxy
      Import-PsSession $session

   2. Associate Office 365 Administrative Account with the primary hierarchy mailbox:
      Set-Mailbox –Identity<Office_365_Administrative_Account>-DefaultPublicFolderMailbox<Primary_Hierarchy_Mailbox>
   3. Finally, close the PowerShell session:
      Exit-pssession
      Remove-pssession $session
2. Grant this account Owner permissions on all public folders you want to synchronize.
   1. Click public folders.
   2. Select the root folder.
   3. In the toolbar on the right, click the ellipsis icon and select Root permissions.

   4. Add the necessary account and assign it the Owner role. Select the Apply changes to this public folder and all its subfolders option and save your changes.

Additional Configuration for the Public Folder Synchronization Account (MAgE only)

For the account you are going to use for public folder synchronization by MAgE refer to Public Folder Synchronization (MAgE) document.

Creating Outlook Profiles for Public Folder Synchronization

Creating Outlook Profiles for Public Folder Synchronization by Legacy Agents

To synchronize public folders with Office 365 organization, you need to create special Outlook profiles on the agent host associated with Office 365 where you plan to install PFSA and PFTA.

For that, log on to agent host under the Agent Host Account, open Start | Control Panel | Mail (32-bit) and click Show Profiles. You must create two profiles: one named MMEX_PFSA and the other — MMEX_PFTA. To create each profile, take the following steps:

1. Click Add and then specify the profile name (either MMEX_PFSA or MMEX_PFTA, respectively). Click OK.
2. Specify the administrator mailbox you plan to use for public folder synchronization.
3. Click Next and wait until wizard connects to the mailbox. If prompted for credentials, specify Target Exchange Account credentials and select the Remember my credentials option.
4. Select the Change account settings option and click Next.
5. Clear the Use Cached Exchange Mode option.
6. Click Finish to complete the wizard.

To ensure that logon to created profiles through Outlook can be performed correctly, run Outlook 2013 or Outlook 2016 32-bit version and select the MMEX_PFSA (MMEX_PFTA) profile. If no error messages, credential prompts or any other message boxes that require user response appear, then profile is created properly and therefore can be used by PFSA and PFTA to perform public folder synchronization.