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On Demand Migration Current - Hybrid Exchange User Guide

Preparing Your Source Email Service for Migration

On Demand Migration for Hybrid Exchangecurrently supports migrating content from Microsoft Exchange 2010/2013/2016/2019.

In this topic:

Enabling Application Impersonation Rights

To migrate data from Exchange 2010/2013/2016/2019 you must enable Application Impersonation for the migration administrator account. This allows the migration administrator to impersonate all users on all your client access servers.

To enable Application Impersonation rights, use role based access controls, and create a role group that has Application Impersonation rights.

To create a role group for impersonation, use the PowerShell cmdlets from the articles above. The following is a step by step guide for creating the impersonation role and assigning a user to that role.

  1. Log in to your Exchange server, or to a machine that has the Exchange Administration tools installed on it as an Exchange administrator.
  2. Run Exchange Management Shell.

  3. Run the cmdlet to create the management role group and assign the ApplicationImpersonation role to that group, and then assign the user you want to use as a migration administrator.

In the following example, we are using the user migAdmin@example.com.

New-RoleGroup -Name MigrationImpersonation -Roles ApplicationImpersonation -Members migAdmin@example.com

You can add multiple users using commas to separate each user.

Accessing the Mail Server

To migrate data from Exchange 2010/2013/2016/2019, make sure that Outlook Web Access (OWA) is accessible from the internet. On Demand Migration for Hybrid Exchange uses Exchange Web Services (EWS) to access your mail server from the internet. The OWA server name can be used for accessing your Exchange server with EWS. If you are not using HTTPS for OWA, you will need to enter the full URL for your EWS service which follows the format http://servername/EWS/Exchange.asmx.

You can find the URL for your EWS server using PowerShell. From the Exchange Management Shell, execute the following command:

Get-WebServicesVirtualDirectory | Select name, *url* | fl

The EWS server URL will be returned in the ExternalUrl value. To access the mailboxes slated for migration, the migrator needs to have an account with the ApplicationImpersonation role.

Specifying Administrator Credentials

When specifying the administrator credentials in the Migration settings screen, the Admin value is the account's UPN or Windows domain login (domain\samAccountName). Click https://technet.microsoft.com/en-us/library/cc756018(WS.10).aspx for more information about adding additional domains for UPNs.

Upgrading Throttling Policies

To minimize Exchange throttling impact to migration and to raise the overall migration throughput, we highly recommend to upgrade your throttling policies. Please raise the limits for the following throttling parameters to 'Unlimited':

Microsoft Exchange 2013/2016/2019

  • EwsMaxConcurrency
  • EwsMaxBurst
  • EwsRechargeRate
  • EwsCutoffBalance

Microsoft Exchange 2010

  • EWSPercentTimeInMailboxRPC
  • EWSPercentTimeInCAS
  • EWSPercentTimeInAD

We recommend creating a custom throttling policy and assigning it to all the admin accounts used for your migration.

The upgrade can be done for the time of your migration only.

Setting Up Mail Routing

Before migrating or creating mailboxes, you must implement a mail routing strategy that will enable users to send and receive mail from both internal and external sources. There are different strategies to do this depending on how you want mail directed to and from the internet.

During the co-existence period of on-premises mail and hosted mail, you must decide which system will initially receive the email traffic for your organization. To make the best decision for your organization, please review the Microsoft documentation associated with your target email service:

Creating Target Mailboxes

The next task in migrating mailboxes from a source or target email service is to create the mailboxes in the recipient tenant or Exchange server. On Demand Migration for Hybrid Exchange does not create them for you. The procedure for creating mailboxes varies between email systems, and you should refer to the documentation provided with your system for particular instructions.

Discovering and Matching Mailboxes

Before you can start the migration of mailboxes, the On Demand Migration for Hybrid Exchange service must be able to discover the set of mailboxes you intend to migrate. The discovery process uses a a CSV file which lets you specify the mailboxes that you want to discover and ignore the rest.

Discovery and matching is a two-step process as described below:

Step 1: Preparing the CSV file

  1. Open Microsoft Excel.
  2. Enter the following information in adjacent columns for each email that you want to migrate. The column headers are mandatory.
    1. SourceEmail - email address of the mailbox in the source.
    2. SourceUPN - User Principal Name of the mailbox account in the source.
    3. TargetEmail - email address of the mailbox in the target.
    4. TargetUPN - User Principal Name of the mailbox account in the target.
  3. Save as a CSV file. You can rename the file if needed.

Step 2: Starting the Mailbox Matching from File Task

  1. Log in to Quest On Demand and choose an organization if you have multiple organizations.
  2. From the navigation pane, click Migration to open the My Projects list.
  3. Create a new project or open an existing project.
  4. Click the Mailboxes tab. Then click Matching from File from the Actions menu.
  5. The New Mailbox Matching from File Task wizard opens.
  6. Step 1: Matching Options
    1. Click Select CSV File and select the CSV that contains the information about mailboxes you want to discover and match.
    2. Click Next.
  7. Step 2: Validation
    1. Validate source mailbox existence - read only. The task will automatically verify the mailboxes in the source.
    2. Validate target mailbox existence - select this option to verify the existence of mailboxes in the target. A mismatch will be indicated as an error in the events related to this task. You can clear this check box to skip validation when you want to load the data into ODMHE for a future migration but the target mailboxes are not ready.
    3. Click Next.
  8. Step 3: Notification
    1. Send notification email once the task is completed - select this option to send a notification email when the matching task completes.
      • Only in a case of failure - select this option to send the email if the matching task fails to complete successfully.
    2. Recipients - enter the email address of the recipients of this email. You can specify multiple recipient email addresses separated by semicolon.
    3. Click Next.
  9. Step 4: Schedule
    1. Choose from one of three options to schedule the task. The scheduler will be activated only after you complete the task wizard.
      • Run now - task runs immediately.
      • Run later - task must be started manually.
      • Schedule - task will be started at a future date and time.
        • Start - enter the start time for the task.
    2. Click Next.
  10. Step 5: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. You can specify a custom name. The default name is Mailbox Matching from File.
    2. Click Back to revise or review a previous step or click Finish to complete the task wizard and start the task as scheduled.

Reviewing the Mailbox Matching from File Task

  1. Select the Tasks tab.
  2. Select the task that you want to review. The default name is Mailbox Matching from File.
  3. In the task details pane that opens, the information presented is as described below:
    1. Type - Type of the task. The type is HE Mailbox Matching from File.
    2. Created - Date and time when the task was created.
    3. Modified - Date and time when the task was last updated.
    4. State - State of the task.
    5. Last Operation - The action that was most recently performed in this task.
    6. Schedule - Date and time when the task started. Now indicates that the task started immediately after the task was created.
    7. Events (number) - Number indicates the count of events that the task encountered. The values indicate the type of the events and the event count for each type.

Reviewing the Mailbox Matching from File Task Events

  1. Select the Tasks tab.
  2. Select the task that you want to review.
  3. In the task details pane that opens, click Events (number). The Events tab opens with a filtered list of events for the selected task.
  4. Select an event that you want to review. In the event details pane that opens, the information presented is as described below:
    1. Object - Name of the mailbox.
    2. Task - Name of the task.
    3. Time - Date and time when the event occurred.
    4. Category - Type of task. the value is Hybrid Exchange.

Managing Mailboxes with Collections

Migrating a large numbers of mailboxes requires careful planing. Organize mailboxes the into collections to make large lists more manageable.

Working with the Collection Dashboard

The Collection Dashboard shows the collection-specific summary, allows you to see the mailboxes added to it, create tasks for them, and monitor the progress of tasks.

  • To view the collection dashboard for an existing collection
    1. From the project dashboard, click Open Project to open the migration workspace.
    2. From the top-right corner of the workspace, click Select Collection and then select the collection to view. The collection Dashboard is displayed.
    3. Open the MailboxesI tab. You will see the list of mailboxes that belong to the collection.
  • To see the tasks for collection-specific mailboxes, open the Tasks tab.
  • To see the events related to the collection, open the Events tab.
  • To rename the collection, click Rename Collection in the Actions toolbar of the collections dashboard.
  • To delete the collection, click More > Delete Collection in the Actions toolbar of the collections dashboard.
  • To return to the BI migration workspace, click the collection dropdown at the top-right corner of the page, and select Show All.

Adding Mailboxes to Collections

You can add mailboxes to collections in several ways:

To add selected mailboxes to a new collection:

  1. Click the Mailboxes tab and select the mailboxes you want to add to the collection.
  2. From the actions toolbar, click New Collection. The New Collection dialog opens.
  3. Enter a collection name in the Collection name field and click Save to add the selected mailboxes to the collection.

To add selected mailboxes to an existing collection:

  1. Click the Mailboxes tab and select the mailboxes you want to add to an existing collection.
  2. From the actions toolbar, click More > Add To Collection. The Add to existing collection dialog opens.
  3. Select a collection from the Collection name dropdown and click Save to add the selected mailboxes to the collection.

Removing Mailboxes from Collections

  1. From the top-right corner of the migration workspace, click Select Collection. Then select a collection to open the collections dashboard.
  2. From the mailboxes collection list view, select the mailboxes that you want to remove from the collection.
  3. From the actions toolbar, click Remove from Collection.
  4. In the confirmation dialog click Remove to remove the selected mailboxes from the collection.
  5. To return to the migration workspace, click the collection dropdown at the top-right corner of the page, and select Show All.
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