Source Exchange 2010 Environment Preparation
Follow the steps that are described in the Preparation Checklist topic to prepare your Exchange 2010 organization and its environment for being the source organization in the Exchange migration process conducted by Migration Manager for 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 2010 organization and its environment for migration using Migration Manager for Exchange. These steps are described in detail below.
Setting up the source Exchange 2010 organization consists of four main steps:
Checking the System Requirements
On this step make sure that your environment meets the minimal system requirements for Migration Manager for Exchange agents. For more detail, 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
This account is used by:
- The Directory Synchronization Agent (DSA) to access the source Active Directory domain
- The Mail Source Agent (MSA) to perform mailbox switch
- Source Exchange Account
This account is used by Migration Manager for Exchange agents installed on agent host to access the source Exchange server. - Source Active Directory Account
This account is used by Migration Manager for Exchange agents to access the source domain. - Source Agent Host Account
This account is used to install and run the Migration Manager for Exchange agents on agent host and to access the license server.
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:
- Back up Exchange.
- Create the Aelita EMW Recycle Bin public folder (optional).
- Create administrator mailboxes for public folder and free/busy synchronization
- Create administrator mailboxes for mailbox and calendar synchronization (optional)
- Create custom throttling policies
- Install Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1 version 6.5.8353.0 or later.
For more detail, seePreparing the Source Exchange Environment for Exchange Migration.
Setting Up Connection with the Target Exchange Organization Using SMTP Connectors
On this fourth 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 2010 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 2010 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 the Aelita EMW Recycle Bin public folder (optional) |
| □ | Create administrator mailboxes for public folder and free/busy synchronization |
| □ | Create administrator mailboxes for mailbox and calendar synchronization (optional) |
| □ | Create custom throttling policies |
| □ | Install Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1 version 6.5.8353.0 or later |
| □ |
Configure the NSPI connection limit |
| □ | Set up the source Exchange 2010 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 2010 organization and its environment, make sure that you have the privileges to grant all of the following permissions to accounts.
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|
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
- Membership in the local Administrators group on all source Exchange servers involved in the migration. If a server is a domain controller, the account should be added to the domain local Administrators group of the domain.
- Full Control permission on the organizational units (OUs) (and their child objects) where the source synchronized objects are located.
- Full Control permission on the Microsoft Exchange System Objects organizational unit in all domains in which source Exchange 2010 servers involved in public folder synchronization reside.
- Full Control permission on source Exchange 2010 organization.
- Membership in the Public Folder Management group.
- Permissions to log on to every mailbox involved in the migration.
- 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.
Source Agent Host Account
- Membership in the local Administrators group on the license server (unless alternative credentials are used for the license server). If server is located in another trusted forest, the account should have local Administrator permissions on the license server.
- Local Administrator permissions on the agent host server.