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On Demand Migration for Email Current - User Guide

Introduction Preparing Migrations Test and Pilot Migrations Configuring and Running Migrations Post Migration Third Party Assessments and Certifications Glossary

Configuring and Running a Migration

After you have performed all the necessary preparatory steps, you are ready to login to On Demand Migration for Email and setup and run your migration.

  1. Name the Migration Plan — Assign a name to the migrations plan under which you will configure and run the migration.
  2. Connect to the Source and Target Email Service — Specify server locations and the administrator account credentials for both your source and target email services.
  3. Add Mailboxes — Identify the mailboxes you want to migrate, either by entering each mailbox manually or by uploading a list.
  4. Select Mailbox Items and Migration Filters — Specify which mailbox items you want to migrate and (optionally) any filter parameters.
  5. Migrate — Initiate your migration and monitor it in the cloud.

Post Migration

After you run a migration, there remain additional activities you may perform.

  1. Review Migration Reports — Review and correct any errors identified in the migration reports and re-migrate as needed.
  2. Notify and Train Users — Notify users of the migration and provide information on how to access the new mail system. This step may include training users on the new system as needed.

Preparing Migrations

Topics:

Choosing a Migration Type

To ensure your migration runs as smoothly as possible, you should first decide which type of migration most suits your needs. You can perform either a one-time, “big bang” migration (cutover) OR several staged groups (co-existence). You may choose a cutover approach if you have a small number of users and you want to move everyone all at once to reduce the amount of administrative overhead. This is also a good option if your users are experienced and won’t require a lot of training on the new target domain client. Inform users that they may not have all their old email right away.

The co-existence approach is a good option if you need to train your users on the new mail system. This minimizes the number of users calling the helpdesk. It also allows you to schedule training sessions and migrations together, managing expectations for both your IT staff and your end-users.

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