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On Demand Migration for Email Current - User Guide

Introduction Preparing Migrations Test and Pilot Migrations Configuring and Running Migrations Post Migration Third Party Assessments and Certifications Glossary

Selecting Items to Migrate

In the Options tab, you can specify which mailbox items (email, contacts, calendar appointments, recoverable items and tasks) you want to exclude from the migration. Also, you can exclude email that was not sent or received before, after, or within a specified date range. You can also opt to exclude email in the Junk, Deleted and Sent folders as well as folders you specify.

Primary mailbox and personal archive content must be migrated separately. If you wish to migrate content from both, your migration plan should be run two times, as follows:

  1. Perform migration of primary content (default scenario)
    In this case, the Migrate from personal archives option is disabled on the source and on the target.
  2. Migrate personal archives according to your migration scenario:

    Note: Personal archives can be migrated only from Exchange Server 2010, 2013, 2016, 2019, and Office 365. Migration of personal archives is not supported for other source Email services.

    Migration Scenario Source option:
    Migrate from personal archives
    Target option:
    Migrate to personal archives
    archive to primary enabled disabled
    archive to archive enabled enabled
    primary to archive disabled enabled

Note: The primary mailboxes and personal archives can be migrated in any order, but two migration passes are required to migrate content from both.

Migration of Recoverable Items (optional):

  • To enable this feature, select the Recoverable Items check box on the Options tab
  • Migration of recoverable Items is supported in any combination of source / target mailbox type: from primary / archive mailbox to primary / archive mailbox.

  • ODME migrates data from the Recoverable Items folder and its subfolders.
  • ODME cannot filter or limit the scope of recoverable items
  • Recoverable items of all types supported by ODME can be migrated. List of message classes and item types cannot be changed.

On Demand Migration for Email migrates all email and most supported mailbox items to Exchange 2010/2013/2016/2019 and Office 365 target environments, as shown in the table below. However, ODME does not support migrating certain items, including but not limited to the following:

  • Tasks / Notes from G Suite
  • Search folders and task invites from GroupWise
  • Contacts, calendars, and tasks from Sun ONE/iPlanet

For a complete list of items that are not migrated, see Known Issues and Limitations.

Source Email Calendar Contacts Tasks / Notes Rules Groups / Personal Distribution Lists Recoverable Items
G Suite      
Exchange 2007/2010/2013/2016/2019
Except Exchange 2007

Except Exchange 2007
Office 365
Sun ONE/iPlanet            
Zimbra    
GroupWise    
IMAP            
POP/Hotmail*              

* POP Migrations only move items from the Inbox

To select items to migrate:

  1. Click the Options tab.
  2. In the Select Items to Migrate section, de-select any type of mailbox item you want to exclude from the migration, including Email, Contacts, Calendar, or Tasks/Notes.

For G Suite, you can also opt to exclude contacts that are contained in the “Other Contacts” folder.

  1. For users migrating email from G Suite only, specify how you want ODME to migrate labeled messages:

There are two options:

  • ODME creates a folder on the target for each label and copies messages into the corresponding folders.

By default, messages with multiple labels are copied into multiple target folders. However, you can configure ODME to migrate messages labeled Inbox, Sent, or Draft only to the corresponding target folders and ignore any other labels these messages may have. You can also configure ODME to ignore the Important label, in which case messages labeled Important are migrated either to the Archive folder if no other labels have been applied, or to target folders corresponding to any other labels the messages may have.

  • ODME coverts labels to categories on the target and assigns migrated messages to each corresponding category.

Labels corresponding to system folders (Inbox, Sent, Deleted, Junk, etc.) are migrated to their matching folders on the target and categories are not assigned.

  1. If you want to exclude email that was not sent or received before, after, or within specific dates, select the option(s) and use the Calendar tool to select the dates you want.

Filtering Mailbox Folders

ODME supports for filtering mailbox folders to narrow down the migration scope when you migrate emails.

Caution: Migrating Deleted Items and Junk Email could significantly increase migration time. Also, non-mail items are not migrated from the Deleted Items folder.

To filter folders for email migration:

  1. Click the Options tab.
  2. In the Folders section, select an option from the following:
    • Migrate All: Migrates all folders in the mailbox.
    • Exclude: Excludes the folders you select or specify (and subfolders if any) from migration.
    • Migrate Only: Only migrates the folders that you select or specify (and subfolders if any).

TIP: When you specify folders in the textbox, type one fully qualified path per line, for example, Accounting/Notice. Press Enter to add more paths.

The folders Inbox, Drafts and Conversation History in the Exclude list, and the option Migrate Only are only available when you migrate from Exchange or Office 365, to Exchange or Office 365.

If your folders are localized to another language, you can still select the corresponding checkboxes in English to filter them. However, when you specify folders in the textbox, type the localized folder names for the path.

 

Note: For GroupWise, if you want to exclude the “View by...” folders, you need to add them to the Exclude Specific Folders field. These folders include:

  • View by Tasklist options
  • View by Panels options
  • View by Discussion Threads options
  • View by Details options
  • View by Calendar options

Setting GroupWise 2014/2014 R2 Visibility

Setting GroupWise Visibility

For users migrating email from GroupWise 2014, 2014 R2 or 18, you can modify the visibility settings for migrated mailboxes in the GroupWise Address Book. This allows you to migrate mailboxes that you do not want available to all GroupWise users. You can make mailboxes visible to everyone or to no one at all, only to the members of a domain, or only to the members of a post office. This eliminates the possibility of duplicate entries appearing in the GroupWise directory for migrated users after subsequent migrations.

To set GroupWise visibility:

  1. Select the GroupWise Visibility option and in the drop-down list select the visibility setting you want. Options include:
    • None: User is not visible anywhere, and the user account will not get synced to AD by ODME.
    • System: User is visible to everyone.
    • Domain: User is visible only to other users in the same domain.
    • Post Office: User is visible only to other users in the same Post Office.
  2. Enter the administrator user name and password for the GroupWise server.

These credentials are required to modify the visibility of the GroupWise objects.

  1. In the GroupWise Rest Port field, enter the value of the REST port for the GroupWise server.
  2. Optionally, select the SSL option if you want ODME to communicate to the GroupWise server using SSL.

Migrating Delegate Access Permissions

ODME supports migration of delegate access permissions from Exchange server and Office 365.

To set up delegates migration:

  1. Click the Options tab.
  2. Open the Migrate Permissions portion of the screen.
  3. Select the Delegates option.

Matching information for source and target users is taken from the migration plan. During the migration of the delegate list for the mailbox, ODME checks for the presence of a delegate in the mailbox list of the plan. If the delegate is not in the list, it will not be migrated.

We recommend the following migration approach:

  • To migrate delegates, create one or several separate plans in which:
    • Only the Delegates option is selected. Items from the Select Items to Migrate partition are not selected.
    • A list of mailboxes contains all mailboxes that planned to be migrated by ODME and groups that can potentially participate as delegates in migrated mailboxes. These groups will not be migrated, they will be used only for the matching operation.

NOTE: The following statuses will be displayed for the groups:

  • Completed status when Use end-user credentials option is not selected.
  • Interrupted status when Use end-user credentials option is selected.
  • Interrupted status when the admin user account that is used to grant the consent to ODME does not have a valid Exchange Online license.

The statuses do not mean that something goes wrong.

  • You can run these plans as many times as necessary to synchronize the delegate permissions.

NOTE: After migration, the migration status of groups will show as Interrupted instead of Completed when end-user credentials are used for migration. No negative effects are found besides the status.

In case target delegate does not exist, delegate access permissions are migrated by ODME as is. If the target delegate exists, a maximal value of the source and target access permissions will be set .

In case a set of permissions was customized the following exceptions of this rule are applicable, see the tables below and the Known Limitations section for details:

Source Target (in case matched delegate does not exist in target)
Delegate access permission on source
Delegate access permission on target before migration Delegate access permission on target after migration
None N/A None
Reviewer N/A Reviewer
Author N/A Author
Editor N/A Editor
Customized set (except None, Reviewer, Author, Editor) N/A None

 

Source Target (in case matched delegate exist in target)
Delegate access permission on source
Delegate access permission on target before migration Delegate access permission on target after migration
None or customized set (except None, Reviewer, Author, Editor) None or customized set (except None, Reviewer, Author, Editor) None

Customized set (except None, Reviewer, Author, Editor)

Reviewer or

Author or

Editor

Reviewer or

Author or

Editor (value from target)

 

Reviewer or

Author or

Editor

Customized set (except None, Reviewer, Author, Editor) Reviewer or

Author or

Editor (value from source)

Reviewer or

Author or

Editor

Reviewer or

Author or

Editor

Maximal value of the source and target access permissions.

Possible values - Reviewer or

Author or

Editor

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