This section describes pre-migration considerations and corresponding activities that intended to help you prepare your Exchange environment to a successful migration.
For more details, see the following topics:
Pre-Migration Activities
Provisioning Active Directory Users
Preparing Source and Target Environments
Registering Source and Target Organizations
Enabling Mail Redirection for the Transition Period
Refreshing Organization Information
Managing Agents and Agent Hosts
Migration Process
Finding Installed Agents
Installing and Removing Agents
Performing Agent Host-Specific Tasks
Performing Agent-Specific Tasks
Viewing the Agent Log
Filtering Agents by Job and Collection
Specifying the License Server
Understanding Migration Tasks
Calendar Synchronization
Synchronization Order
Calendar Synchronization Process
Server Properties and General Options
Default Synchronization Properties
Calendar Synchronization Job
Legacy Calendar Synchronization Job
Calendar Synchronization Agent
Direction of Calendar Synchronization
Calendar Synchronization Collections
Mailbox Migration Process
Mailbox Synchronization Job
Legacy Mailbox Synchronization Job
Legacy Mailbox Synchronization Collections
Mailbox Switch
Mailbox Synchronization Agents
Native Mailbox Move
Synchronization Specifics in Exchange 2010
Public Folder Synchronization Process
Free/Busy Synchronization Process
Setting Up a New Calendar Synchronization Job
Adding a Calendar Collection
Setting Up a New Legacy Calendar Synchronization Job
Adding a Legacy Calendar Collection
Changing Calendar Collection Settings
Changing Calendar Synchronization Agent’s Settings
Calendar Synchronization from Target to Source
Exchange 2010 Considerations
Exchange 2013/2016/2019 Considerations
Mailbox Migration
Setting Up a New Mailbox Synchronization Job
Adding a Mailbox Collection
Setting Up a New Legacy Mailbox Synchronization Job
Adding a Legacy Mailbox Collection
Importing Legacy Mailbox Collection Members
Changing Legacy Mailbox Collection Settings
Changing Mailbox Synchronization Agents’ Settings
Starting Mailbox Synchronization
Setting Up a New Native Move Job
Adding a Native Move Collection
Exchange 2010 Considerations
Exchange 2013/2016/2019 Considerations
Public Folder Synchronization
Setting Up a New Public Folder Synchronization Job
Adding a Public Folder Collection
Changing the Settings of a Public Folder Collection
Changing the Settings of Public Folder Synchronization Agents
Using Aelita EMW Recycle Bin Public Folder
Starting Public Folder Synchronization
Free/Busy Synchronization
Setting Up a New Free/Busy Synchronization Job
Changing Free/Busy Synchronization Job Settings
Changing the Settings for the Free/Busy Synchronization Agent
Tracking the Migration Progress
Creating Batches of Synchronization Jobs
Outlook Profile Update
Fine-Tuning the Agents
Using Agent Hosts for Migration Agents
Configuring Migration Using PowerShell
Load Balancer solution parameters
Collection Member Management
Additional Permissions Required for Collection Member Management
Appendix A. Measurement of Migration Agent for Exchange Performance
Appendix B. Migrating Large Public Folders to Exchange 2013 (or Higher) and Office 365
Determining Public Folders Size
Planning Public Folder Migration
Migrating Public Folders
Frequently Asked Questions
Sample Migration Scenario
Appendix C. Migration of Recoverable Items Subfolders (Optional)
Pre-Migration Activities
Provisioning Active Directory Users
Before you begin Exchange migration, make sure that for users in the source environment matching users exist in the target environment. If you are using Migration Manager for Exchange in a migration project that involves Active Directory migration, this mapping has already been established during the Active Directory migration phase. If Active Directory migration is not part of the project , you need to specifically configure the mapping using the Migration Manager for Active Directory tool set. For relevant details, see the Directory Synchronization topic in the Migration Manager for Active Directory User Guide.
One notable configuration option for Active Directory synchronization is whether to make the target users mail-enabled, mail-enabled for Native Move or mailbox-enabled. This choice directly affects your workflow.
Mail-enabled users are required if there are plans to include the users in the GAL without performing fully-fledged Exchange migration for them.
Mail-enabled users with specific attributes are required if you are plan to move mailboxes using the Native Move job.
Mailbox-enabled users are required if there are plans to:
- Move mailboxes using the Mailbox Synchronization job
- Move mailboxes using the Legacy Mailbox Synchronization job
- Set up calendar coexistence (with or without mailbox migration) using Calendar Synchronization jobs
- Set up calendar coexistence (with or without mailbox migration) using Legacy Calendar Synchronization jobs
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Caution: If the target users had been made mailbox-enabled before you had the chance to do or request otherwise, then you cannot use the Native Mailbox Move job in your Exchange migration project. Instead, use the Legacy Mailbox Synchronization job. |
These settings are in the Migration Manager for Active Directory console. Expand the node of the appropriate domain pair, and open the properties of the Synchronization node under it. Go to the Specify Exchange Options step, and select either Mail-enabled users, Mail-enabled users for Native Move or Mailbox-enabled users. For more information, see Specify Exchange Options in the Migration Manager for Active Directory User Guide.
For details about synchronization jobs, see the following topics:
Preparing Source and Target Environments
Before you start migrating your Exchange data, you should prepare your source and target Exchange environments as explained in the Migration Manager Installation Guide or in other corresponding documents.
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Caution: Migration Manager needs version 6.5.8353.0 or later of Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1 to be installed on the computers where Migration Manager agents will run (that is, Exchange 2007 and 2010 Servers and agent hosts only). Since the MAPI CDO setup package is not available for distribution, you should download it from the Microsoft Web site. At the moment of the last document update, the download link is http://www.microsoft.com/en-us/download/details.aspx?id=42040. |
Registering Source and Target Organizations
Migration Manager for Exchange lets you completely reorganize your messaging system by simultaneously migrating multiple Exchange organizations. To use this capability, before beginning your Exchange migration, register all the affected Exchange organizations in Migration Manager for Exchange.
To begin, use the shortcut menus of the Source Exchange Organizations and Target Exchange Organizations nodes of the management tree. The commands start graphical wizards that guide you through the registration process.
The wizards prompt you to specify the accounts that will be used to connect to the servers where Migration Manager for Exchange components are installed. The accounts you specify should have the appropriate privileges, as detailed in the System Requirements and Access Rights document. The account you specify in each wizard is used by default with all the servers of the registered Exchange organization.
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NOTE: When you add source and target Exchange organizations to the project, you specify the account to enumerate organizations. The account must have Read access in Active Directory (sufficient to read the Exchange configuration). This account will be set by default as the Exchange account for all the Exchange servers in the registered organization for subsequent migration. If you do not want to change the Exchange account after the organization is registered for each server, grant this account the permissions required for Exchange migration. Refer to the System Requirements and Access Rights document. To learn what steps should be taken to set each of the permissions that are required by the Migration Manager for Exchange, see the Using Agent Hosts for Migration Agents topic and How to Set the Required Permissions for Exchange Migration topic of the System Requirements and Access Rights document. |
If needed, you can modify the connection settings for each of the registered Exchange servers using the General page of the appropriate server's Properties dialog box.