NOTE: Before you proceed, verify that the mail-enabled accounts in the source have been discovered and matched. For more information see Discovering and Matching Mailboxes.

Considerations

• The following types of mailboxes are supported: Regular, Room, Equipment (Resource), Shared.
• Mailboxes must be provisioned in the target.
• In case of remigration, On Demand Migration remigrates mail, calendar, task, and sticky note items that have changed in the source mailbox to the target mailbox. Also, calendar items that have been removed from the source mailbox will be removed from the target mailbox. remigration of other types of items that have been modified or deleted in the source mailbox is not supported.
• During the mail migration, users might receive email to both source and target mailboxes. Apparently the users might want to receive the email sent to both mailboxes or keep custom forwarding, if any. You must set up appropriate mail forwarding or routing to address this need.

In this topic:

• Setting Migration Limits
• Starting a Mail Migration Task
• Reviewing the Mail Migration Task

Setting Migration Limits

You can set limits for the maximum number of concurrent connections for the specified Exchange on-prem server. This is the maximum number of mailboxes which can be migrated in parallel. Where there are more mailboxes selected for migration then only the maximum limit specified will be migrated at the same time. The rest will wait in a queue until the current migration mailboxes count drops down.

Limit is set per on-prem server. If you have more projects with the same Exchange on-prem server then the limit is shared.

To set the migration limit

1. Log in to Quest On Demand and choose an organization if you have set up 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 Mail tile, or click Open from the Mail tile to open the migration workspace.
5. Click the Mailboxes tab. The Mailboxes List opens.
6. Click Set Limits from the Actions menu. The Set Migration Limits dialog opens.

   

   Set the following parameter:

   Maximum number of concurrent connections - Specify the limit value. Default value is 25. Allowed value range is between 1 and 500.

7. Click Set Limits.

Starting a Mail Migration Task

1. Log in to Quest On Demand and choose an organization if you have set up 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 Mail tile, or click Open from the Mail tile to open the migration workspace.
5. Click the Mailboxes tab. The Mailboxes List opens. If you don't see a list of mailbox-enabled accounts, you must run the Mailbox Matching from File task again.
6. Select the mailboxes that you want to migrate from the list. You can use search, filtering or collections to quickly navigate through the list of mailboxes. You can also select the check box in the table header to select all the mailboxes.
7. Click Migratefrom the Actions menu. The New Mail Migration Task wizard opens.
8. Step 1: Migration Options
   1. Specify a migration flow:
      • From Primary Mailbox to Primary mailbox - migrate content of the primary mailbox (default scenario.)
      • From Archive mailbox to Archive mailbox - migrate content of the archive mailbox.
      • From Archive mailbox to Primary mailbox - restore archived content to primary mailbox.
      • From Primary mailbox to Archive mailbox - migrate some of the content of the primary mailbox to archive. Useful with the specific Migration Options selected.
   2. Specify which mailbox items you want to transfer to the target by selecting the appropriate check box:
      • Migrate Mail - select this option to migrate email items.
      • Migrate Calendar - select this option to migrate calendar items. The organizer of the calendar item will be mapped to the corresponding target user account. Invitees in calendar items are retained as the source user.
      • Migrate Tasks/Notes - select this option to migrate tasks and notes.
      • Migrate Contacts - select this item to migrate contacts.
      • Migrate Recoverable Items - select this option to migrate recoverable items. If the check box is unchecked these items will not be transferred.
9. Step 2: Migration Settings
   1. Specify which mailbox settings you want to transfer to the target by selecting the appropriate check box:
      • Migrate OWA Inbox Rules - select this option to migrate OWA Inbox rules. For all mailboxes that are migrated to existing target mailboxes, On Demand Migration removes the existing rules from the target like OWA Inbox rules and the rules created in Outlook from the target including previously-migrated rules. Then all the rules from the source are migrated to the target.
      • Migrate Mailbox Delegation - select this option to migrate delegation permissions. Mailbox delegation permissions like Full Access, Send As and Send On Behalf can be transferred if the matched delegate exists in the target . If the matched delegate does not exist, mailbox delegation cannot be migrated and an error event will occur. If the target mailbox delegation is not set, the mailbox delegation will be transferred as is. If the mailbox delegation has been set in the target before the migration starts, rules and exceptions specified in Migrating Delegate Access Permissions topic in the On Demand Migration for Email User Guide are applied to set the mailbox delegation.
        • Enable Automapping for shared mailboxes - Auto-mapping is an Exchange & Exchange Online feature. Once enabled, any auto-mapped mailbox will be opened by the delegate's Outlook client in a persistent state with Full Access permissions and cannot be closed by the user. If users want to remove the auto-mapped mailbox from their Outlook client, administrative intervention is required to remove the Full Access permission or clear the auto-mapping flag.
      • Migrate Folder Permissions- select this option to migrate folder permissions. If folder permissions in the target mailbox do not exist, then folder permissions from the source mailbox will be transferred as is. If folder permissions were already set in the target mailbox before the migration starts, rules and exceptions specified in Migrating Folder Permissions topic in the On Demand Migration for Email User Guide are applied to set the folder permissions.

        NOTE: Migration of folder permissions for Recoverable Items is not supported.

      • Migrate Auto-Reply - select this option to migrate auto-reply messages and settings.
   2. Click Next.
10. Step 3: Mail Flow
    1. Manage Mail Forwarding - select this check box to control mail forwarding. This check box is unchecked by default. When this check box is selected, you can choose from the following options:
       • Apply Mail Forwarding - enable Mail Forwarding (on by default for the initial New Mail Migration Task) from Target to Source. On Demand Migration assumes that end-users will not be using their new target mailboxes immediately after the first "Migrate Mail" task (cut-over), so forwarding is set on the new target mailbox to forward any new mail that is received in the target back to the source. This way any new mail is assured to be delivered to the active end-user mailbox.
         • Mail forwarding direction - set the mail forwarding direction by choosing From target to source or From source to target. From the On Demand Migration table of mailboxes, the forwarding email is in the Source Mailbox / Target Mailbox depending on the mail forwarding direction selected. See the Mail Flow column value (To Source or To Target) which can be switched with the switch mailboxes functionality.
         • Custom domain for forwarding - specify the custom domain name for forwarding email addresses. If the domain is omitted or does not exist, the primary SMTP address will be used.
       • Remove Mail Forwarding - choose this option to clear previously specified mail forwarding address, and remove forwarding addresses in source mailboxes before the migration and target mailboxes after the migration.
    2. Click Next.
11. Step 4: Mail Folders
    
    1. Specify which mail folders to migrate and where they should be migrated by selection one of the following options
       • Migrate all folders - select this option to migrate all folders from the source to the . Mail will be migrated to a folders with the same name in the target .
       • Migrate all folders except - select this option to ignore the selected mailboxes and optionally provide an alternate folder name to migrate all other folder contents. When you select this option the following options are also available:
         • Folders to ignore: Choose from Deleted Items, Junk Email, Drafts, Conversation History, Sent Items, and Inbox. You can also specify one or more custom folder names separated by a semicolon.
       • Migrate specific folders - select this option to include the selected mailbox folders and optionally provide an alternate folder name to migrate the specified folder contents. When you select this option the following options are also available:
         • Folders to include: Choose from Inbox, Sent Items, Drafts, and Deleted Items. You can also specify one or more custom folder names separated by a semicolon.
       • Migrate content to a custom folder - select this option to migrate content from source mailbox to a custom folder. Calendar, contacts, and rules are not migrated into this folder. To run incremental migration, a mail migration task should be created with the same folder name. Any change in the folder name will be treated as a migration to a new custom folder.
         • Custom folder name - specify the name of the custom folder where content will be migrated.
       • Migrate to folder - select this option to specify a custom target folder for well known source folders such as Inbox, Deleted, Archive, and Sent Items. For example, the Inbox folder from the source can be migrated to the Inbox-Migrated custom folder in the target . If you do not provide a target folder name then the mail migration service will migrate the contents of the source folder to a folder with the same name on the target.
    2. Click Next.
12. Step 5: Date Range
    Limit the date range for content transfer. You can set any of the following options:
    1. Migrate mail before to set end date for the date range
    2. Migrate mail after to set start date for the date range
    3. Click Next.
13. Step 6: Notification
    1. Select the options as described below:
       • Send notification email after the mail migration is completed - select this option to send a notification email when the mailbox migration task completes. The notification is sent whether or not the mailbox migration succeeds unless the Only in a case of failure option is selected.
       • Only in a case of failure - select this option to send the notification email only when one or more mailboxes cannot be migrated. When this option is selected, a notification email will not be sent if all the mailboxes are migrated successfully.
       • Recipients - enter a semicolon-delimited list of mailboxes where the notification will be sent. The mailbox of the current user will be entered by default and can be changed.

         NOTE: Notifications are sent from no-reply@quest-on-demand.com. Recipients must add this email address to the Safe Senders List. To add the email address to your Safe Senders list in Microsoft Outlook, do the following: On the Home tab, click Junk, and then click Junk E-mail Options. On the Safe Senders tab, click Add and add the no-reply@quest-on-demand.com e-mail address.

       The notification that is sent will contain the following information in the email body:

       • Project id - the unique identified of the project.
       • Task id - the unique identifier of the task.
       • Type - the type of the task: Mail Migration.
       • Created - the data and time when the task was created.
       • Modified - the most recent date and time when the task was modified.
       • Status - the state of the task.
       • Last operation - The last recorded event in the task.
       • Schedule - indicates when the task was run.
       • Mailboxes - The number of mailboxes selected for this migration categorized by migration status (New, Stopped, In Progress, Failed, and Completed) and count.

    2. Click Next.
14. Step 7: Reporting

    Select the check box Generate detailed report of migration errors to generate a migration error report when you run the Mail MigrationTask.

    You can download the report from the Reports tab in the project workspace by clicking the Download link in the Error Log column. If there are no migration errors, a download link is not available. Error reports are retained for 30 days. After 30 days the download link is replaced with the label Expired and you can no longer download the report. For more information about error reports, see Reports.

15. Step 8: Schedule
    1. Choose from one of three options to schedule the task. The scheduler will be activated 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.
16. Step 9: Summary
    1. Review the task summary. You can specify a custom task name. The default name is Mail Migration Task.
       • Mailbox Data - indicates the data types supported for migration like Mail, Calendar, Contacts, and Tasks or Notes.
       • Mail Folders - indicates themail folder selection criteria. if all folders are selected, then the value is All.
       • Scheduled start - date and time when the task will start. Now indicates that the task will start immediately.
       • Mail Forwarding - direction of the mail flow. Not Set indicates that a mail flow direction is not set
    2. Click Finish to save or start the task depending on the schedule option selected.

Reviewing the Mail Migration Task

You can track a task's progress from the Tasks tab, view the summary on the Dashboard or monitor alerts and notifications in Events.

You can track the migration of objects from the Mailbox State column in the Mailboxes list view. The column values are as follows:

Column value	Description
New	Migration has not yet started.
Migrating	Migration of this object has started.
Migrated	Migration is complete and successful.
Migrated with Issues	Migration is completed with errors.
Migration failed	Migration did not succeed
Migration stopped	Migration canceled by the user