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Migration Manager for Exchange 8.14 - Source Exchange 2016 Environment Preparation

Source Exchange 2016 Environment Preparation
Preparation Overview Checking System Requirements Setting Up Accounts and Required Permissions Preparing the Source Exchange Environment for Exchange Migration Setting Up Connection with the Target Exchange Organization Using SMTP Connectors

Source Exchange 2016 Environment Preparation

Follow the steps that are described in the Preparation Overview topic to prepare your Exchange 2016 organization and its environment for being the source organization in the Exchange migration process conducted by Migration Manager for Exchange. For more information about Migration Manager for Exchange refer to the Migration Manager for Exchange Overview.

On some of steps you may need to coordinate the setup process with the administrator of the target Exchange organization.

Preparation Overview

This section provides a short overview of the main steps that should be performed to set up your source Exchange 2016 organization and its environment for migration using Migration Manager for Exchange. These steps are described in detail in the related subtopics.

Setting up the source Exchange 2016 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 Agent for Exchange. 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:

  • Source Active Directory Synchronization Account
  • Source Exchange Account
  • Source Active Directory Account
  • Source Agent Host Account

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 Source Exchange Environment for Exchange Migration

On this step you should perform common environment preparations for mailbox and calendar synchronizations:

  • Back up Exchange
  • Install Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1 version 6.5.8353.0 or later on agent hosts
  • Create custom throttling policies
  • Set Exchange Autodiscover URL (Optional)

On this step you should perform common environment preparations for public folder synchronization:

  • Prepare agent host for public folder synchronization agents
  • Configure administrator mailboxes for public folder synchronization
  • Create Aelita EMW Recycle Bin public folder (optional)
  • Prepare public folder mailboxes for public folder synchronization
  • Create Outlook profiles for public folder synchronization
  • Fine-Tuning the Public Folder Synchronization Agents to use Kerberos authentication (Optional)

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

Setting Up Connection with the Target Exchange Organization Using SMTP Connectors

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:

  1. Setting up the source Exchange organization for Internet mail flow between source and target Exchange organizations
  2. Configuring source DNS server for mail forwarding
  3. Testing the SMTP connectors (optional)

For more details, see Setting Up Connection with the Target Exchange Organization Using SMTP Connectors.

Checking System Requirements

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 2016 organization:

  • Public Folder Source Agent (PFSA)
  • Public Folder Target Agent (PFTA)
  • Transmission Agent (NTA)
  • Migration Agent for 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.

Source Exchange 2016 Organization Considerations

  • The Exchange Autodiscover service must be properly configured and run in your Exchange organization. For information on Autodiscover for Exchange, go to https://msdn.microsoft.com/en-us/library/office/jj900169(v=exchg.150).aspx. Note that you may also need to manually configure the Autodiscover URLs for the migration project as described in Setting Exchange Autodiscover URL (Optional)
  • SSL certificates enabled on Exchange Client Access Servers of the source organization should be signed by a trusted publisher. If you use self-signed certificates, you need to log on to each agent host under the Agent Host Account and add the certificate from CAS to the Trusted Root Certification Authorities and Trusted Publisher lists.
  • 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.

Setting Up Accounts and Required Permissions

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:

  • Source Active Directory Synchronization Account
    This account is used by the Directory Synchronization Agent (DSA) to access the source Active Directory domain

For more details, see Setting Up the Source Active Directory Synchronization Account.

  • Source Exchange Account

For configuration details, see Setting Up the Source Exchange Account.

  • Source Active Directory Account

For configuration details, see Setting Up the Source Active Directory Account.

  • Source Agent Host 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.

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