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Migration Manager for Exchange 8.14 - Target Exchange 2010 Environment Preparation (MAgE)

Target Exchange 2010 Environment Preparation (MAgE)
Preparation Overview Checking System Requirements Setting Up Accounts and Required Permissions Preparing the Target Exchange Environment for Exchange Migration Setting Up Connection with the Source Exchange Organization Using SMTP Connectors

Target Exchange 2010 Environment Preparation (MAgE)

Follow the steps that are described in the Preparation Checklist topic to prepare your Exchange 2010 organization and its environment for being the target organization in the Exchange migration process conducted by Migration Manager for Exchange.

Important: This document covers the case when mailbox and calendar synchronization is performed using Migration Agent for Exchange. If you perform those types of synchronization using legacy agents then refer to the Target Exchange 2010 Environment Preparation (Legacy) document.

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

Preparation Overview

This section provides a short overview of the main steps that should be performed to set up your target Exchange 2010 organization and its environment for migration using Migration Manager for Exchange. These steps are described in detail in the related subtopics.

Setting up the target Exchange 2010 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:

  • Target Active Directory Synchronization Account
    This account is used by the Directory Synchronization Agent (DSA) to access the target Active Directory domain
  • Target Exchange Account
    This account is used by Migration Manager for Exchange agents installed on agent host to access the target Exchange server.
  • Target Active Directory Account
    This account is used by Migration Manager for Exchange agents to access the target domain.
  • Target 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.

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 Target 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)
  • Install Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1 version 6.5.8353.0 or later on agent hosts (optional)
  • Create administrator mailboxes for public folder synchronization

  • Create custom throttling policies

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

Setting Up Connection with the Source Exchange Organization Using SMTP Connectors

On this fourth step you should set up the connection with the source Exchange organization using SMTP connectors. This task consists of three subtasks given below:

  1. Setting up the target Exchange 2010 organization for Internet mail flow between target and source Exchange organizations
  2. Configuring target DNS server for mail forwarding
  3. Testing the SMTP connectors (optional)

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

Prerequisites

Prerequisites

Before starting the preparation of the target Exchange 2010 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.

Target Active Directory Synchronization Account
  • Membership in the Administrators or Domain Admins group of the target domain.
Target Exchange Account

Mailbox and Calendar Synchronization

  • Read access to the target domain (including all descendant objects)
  • Read permission for the Microsoft Exchange container in the Configuration partition of target Active Directory (including all descendant objects)
  • The Move Mailboxes management role
  • The Mail Recipients management role
  • The ApplicationImpersonation management role

TIP: The Read permission for the Microsoft Exchange container is required only if you plan to add the target Exchange organization using the Add Target Organization Wizard under this account.

Public Folder Synchronization

  • Membership in the local Administrators group on all target 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.
  • Membership in the Public Folder Management group
  • Permissions to process public folders involved in the migration by granting Full Control permission on public folder databases where those public folders reside.
  • Permission to log on to public folder administrator mailbox by granting Full Control on it.

Target Active Directory Account

Mailbox and Calendar Synchronization

  • Read access to the target domain (including all descendant objects)
  • Read permission for the Microsoft Exchange container in the Configuration partition of target Active Directory (including all descendant objects)

Public Folder Synchronization

  • The Write proxyAddresses permission on the Descendant publicFolder objects for the Microsoft Exchange System Objects organizational unit in all domains in which target Exchange servers involved in public folder synchronization reside.

NOTE: Alternatively, you can grant the Write permission on that organizational unit.

Target 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.
  • The db_owner role on the SQL server where the database resides. Note that this permission is required if you use Windows authentication option for connecting to SQL Server.

  • Permission to create, read and write SCP in domain where agent host resides. The SCP object is located in the CN=Exchange Migration Project,CN=QmmEx,CN=Migration Manager,CN=Quest Software,CN=System,DC=eternity,DC=<...> ,DC=<...> Active Directory container.

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 to Exchange 2010 organization:

  • 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.

For detailed information about system requirements for agent hosts, see the Exchange Migration Agents section of the System Requirements and Access Rights.

Target Exchange 2010 Organization Considerations

  • The Migration Manager for Exchange console shows only those servers from target Exchange 2010 organization that host the Mailbox role. This is required because only servers with actual data are considered for migration.
  • The Exchange Autodiscover service must be properly configured and run in your Exchange 2010 organization. For information on Autodiscover for Exchange 2010, go to http://msdn.microsoft.com/en-us/library/exchange/jj900169.aspx.
  • SSL certificates enabled on Exchange 2010 Servers of the target 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 certificate to the Trusted Root Certification Authorities and Trusted Publisher lists.
  • The Exchange 2010 Calendar Repair Assistant (CRA) should be disabled during the migration period.

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