Follow the steps that are described in the Preparation Overview topic to prepare your Exchange
On some of steps you may need to coordinate the setup process with the administrator of the target Exchange organization.
This section provides a short overview of the main steps that should be performed to set up your source Exchange
Setting up the source Exchange
On this step make sure that your environment meets the minimal system requirements for Migration Agent for Exchange. For more details, see Checking System Requirements.
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:
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.
On this step you should perform common environment preparations for mailbox and calendar synchronizations:
On this step you should perform common environment preparations for public folder synchronization:
For more details, see Preparing the Source Exchange Environment for Exchange Migration.
On this step you should set up the connection with the target Exchange organization using SMTP connectors. This task consists of three subtasks given below:
For more details, see Setting Up Connection with the Target Exchange Organization Using SMTP Connectors.
Caution: Any computer that does not meet the requirements should be upgraded before installing Migration Manager for Exchange components.
Migration Manager for Exchange uses the following Exchange-specific agents involved in the process of migration from Exchange
Agents work on agent host servers. Agent host is a stand-alone server. It can be located in another forest.
Note: Agent hosts for mail and public folder synchronization must be different as additional software required for MAgE and for PFSA/PFTA to perform those synchronization types cannot be installed on the same computer.
For detailed information about system requirements for agent hosts, see the Exchange Migration Agents section of the System Requirements and Access Rights.
If two-way calendar synchronization is planned to be utilized, then the Exchange 2016 Calendar Repair Assistant (CRA) should be disabled during the migration period.
This section describes requirements for accounts working with the source Exchange servers. Migration Manager for Exchange allows you to use different administrative accounts for different purposes. The following accounts are used by Migration Manager:
For more details, see Setting Up the Source Active Directory Synchronization Account.
For configuration details, see Setting Up the Source Exchange Account.
For configuration details, see Setting Up the Source Active Directory Account.
For configuration details, see Setting Up the Agent Host Account.
Note: The default Exchange and Active Directory Accounts for mailbox and calendar synchronization are specified when you create a corresponding synchronization job. To change it, use properties of the corresponding mailbox or calendar synchronization job.