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Migration Manager for Exchange 8.15 - 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

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 migration process:

  • Public Folder Source Agent
  • Public Folder Target Agent
  • Mail Source Agent (for source Exchange environment only)
  • Mail Target Agent (for target Exchange environment only)
  • Calendar Synchronization Agent
  • Free/Busy Synchronization Agent
  • Transmission Agent
  • Migration Agent for Exchange

Agents work on agent host servers.

Agent host can be:

  1. An Exchange server itself, which is the default configuration. After you enumerate an Exchange organization all Exchange servers are registered as agent hosts for themselves.
  2. Another Exchange server from the same Exchange organization.
  3. A stand-alone server. It can be located in another forest or workgroup.

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

Caution: The private information store with administrator mailbox (the System Attendant mailbox used by default or custom administrator mailbox) should be mounted for each Exchange server where the mail, calendar, or free/busy synchronization agents are running.

Setting Up Accounts and Required Permissions

This section describes requirements for accounts working with the Exchange servers. Migration Manager for Exchange allows you to use different administrative accounts for different purposes. Exchange data is migrated by Migration Manager for Exchange agents, which use the following accounts:

  • 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

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

  • Exchange Account
    This account is used by Migration Manager for Exchange agents installed on agent host to access the Exchange server.
    For more details, see Setting Up the Exchange Account.
  • 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.
    For more details, see Setting Up Agent Host Account.

Setting Up the Active Directory Synchronization Account

This section describes how to set the required permissions for the Active Directory Synchronization Account. This account is used by:

  • The Directory Synchronization Agent (DSA) to access the corresponding Active Directory domain
  • The Mail Source Agent (MSA) to perform mailbox switch

The required privilege level for the Active Directory Synchronization Account is membership in the Domain Admins group of the corresponding domain.

Caution: If for some reason you cannot grant such privileges to the Active Directory Synchronization Account, and then refer to the System Requirements and Access Rights document for the list of minimal required permissions.

To grant the necessary permission to the Active Directory Synchronization Account, perform the following:

  1. On the corresponding domain controller in the Active Directory Users and Computers snap-in, click Users, then in the right pane right-click Domain Admins and click Properties.
  2. Go to the Members tab, click Add and select the Active Directory Synchronization Account.
  3. Close the dialog boxes by clicking OK.

Setting Up the Exchange Account

This section describes how to set the required permissions for the Exchange Account used by Migration Manager for Exchange agents. This account is used for the following:

In the source Exchange 2003 environment

  • Working with the source Exchange mailboxes and public folders (used by the Mail Source/Target Agent, Public Folder Source Agent, and Public Folder Target Agent)
  • Making the newly-created public folders mail-enabled (used by the public folder agents only: Public Folder Source Agent and Public Folder Target Agent)
  • Synchronizing Calendar information (used by the Calendar Synchronization Agent)
  • Synchronizing free/busy data (optional) (used by the Free/Busy Synchronization Agent)
  • Switching/Moving mailboxes

In the target Exchange 2003 environment

  • Working with target Exchange mailboxes and public folders (used by the Mail Target Agent, Public Folder Source Agent, and Public Folder Target Agent)
  • Making the newly-created public folders mail-enabled (used by the public folder agents only: Public Folder Source Agent and Public Folder Target Agent)
  • Synchronizing Calendar information (used by the Calendar Synchronization Agent)
  • Synchronize free/busy data (optional) (used by the Free/Busy Synchronization Agent)
  • Move mailboxes

The required privileges for the Exchange Account are as follows:

  • 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 corresponding 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.

To set up the Exchange Account, perform the following steps:

  1. Change the default Exchange account.
  2. Grant Read access to the target Active Directory domain (target Exchange environment only).
  3. Grant membership in server local Administrators group.
  4. Grant Full Control on organizational unit.
  5. Grant Full Control on Exchange servers.
  6. Grant Full Control on the Microsoft Exchange System Objects organizational unit.
  7. Granting Modify permissions.

NOTE: Note that the steps are given only as an example of a possible Exchange Account setup.

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