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Migration Manager for Exchange 8.14 - Source and Target Exchange 2003 Environment Preparation

Source and Target Exchange 2003 Environment Preparation
Preparation Overview Checking System Requirements Setting Up Accounts and Required Permissions Preparing the Exchange Environment for Exchange Migration Connecting the Source and Target Exchange Organizations Using SMTP Connectors

Source and Target Exchange 2003 Environment Preparation

Follow the steps that are described in the Preparation Checklist topic to prepare your Exchange 2003 organization and its environment for Exchange migration process conducted by Migration Manager for Exchange.

NOTE: This section contains information about preparing both source and target Exchange 2003 organizations.

Terminology Used

The following terms denote source and target Exchange 2003 environment servers and accounts, depending on the environment you are setting up using this guide.

Term Source Environment Target Environment
Exchange 2003 server Source Exchange 2003 server Target Exchange 2003 server
Active Directory Synchronization Account Source Active Directory Synchronization Account Target Active Directory Synchronization Account
Exchange Account Source Exchange Account Target Exchange Account
Active Directory Account Source Active Directory Account Target Active Directory Account
Agent Host Account Source Agent Host Account Target Agent Host Account

Preparation Overview

This section provides a short overview of the main steps that should be performed to set up your Exchange 2003 organization and its environment for migration using Migration Manager for Exchange.

Setting up the Exchange 2003 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 details, 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:

  • Active Directory Synchronization Account
    This account is used by:
    1. The Directory Synchronization Agent (DSA) to access the corresponding Active Directory domain
    2. The Mail Source Agent (MSA) to perform mailbox switch
  • Exchange Account
    This account is used by Migration Manager for Exchange agents installed on agent host to access the Exchange server.
  • Active Directory Account
    This account is used by Migration Manager for Exchange agents to access the corresponding domain.
  • 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.

NOTE: Throughout this guide each account is meant to be source or target regarding to the environment being set up.

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 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)

For more details, see Preparing the Exchange Environment for Exchange Migration.

Connecting the Source and Target Exchange Organizations Using SMTP Connectors

On this step you should set up the connection between the source and the target Exchange organization using SMTP connectors. This task consists of five subtasks given below:

  1. Setting up the SMTP connectors
  2. Forcing Exchange to accept redirected mail as inbound mail
  3. Modifying name resolution parameters on the bridgehead Servers in Exchange
  4. Configuring DNS servers for mail forwarding
  5. Testing the SMTP connectors (optional)

For more details, see Connecting the Source and Target Exchange Organizations Using SMTP Connectors.

Preparation Checklist

Preparation Checklist

This checklist will help you set up your Exchange 2003 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 Active Directory Synchronization Account
Set up the Exchange Account
Set up the Active Directory Account
Set up the 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)

Configure the NSPI connection limit

Set up the SMTP connectors
Force Exchange to accept redirected mail as inbound mail
Modify name resolution parameters on the bridgehead servers in Exchange
Configure DNS servers for mail forwarding
Test the SMTP connectors (optional)

Prerequisites

Prerequisites

Before starting the preparation of the Exchange 2003 organization and its environment, make sure that you have the privileges to grant all of the following permissions to accounts.

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.

Active Directory Synchronization Account
  • Membership in the Administrators or Domain Admins group of the corresponding domain.
Exchange Account
  • Read access to the target domain (for target Exchange environment only).
  • Membership in the local Administrators group on all 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 synchronized objects are located.
  • Full control permission on Exchange 2003 servers (including Send As and Receive As permissions).
  • Full Control permission on the Microsoft Exchange System Objects organizational unit in all domains in which Exchange 2003 servers involved in public folder synchronization reside.
  • Modify public folder replica list permission, Modify public folder deleted item retention permission, and Modify public folder quotas permission on the administrative groups where the Exchange 2003 servers involved in public folder synchronization reside.
Active Directory Account
  • Read access to the corresponding domain.
  • Full Control permission on the organizational units (OUs) (and their child objects) where the synchronized objects are located.
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.
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