On Demand Migration for Email Current - User Guide

Introduction Preparing Migrations Test and Pilot Migrations Configuring and Running Migrations Post Migration Glossary

Overview of The Migration Process

Overview of The Migration Process

This chapter is designed to give new On Demand Migration for Email users an overview of each step in the migration process, which can be divided into three general stages:

  1. Preparing a Migration— These steps are performed before logging in to On Demand Migration for Email and include preparing your source and target email services for a migration.
  2. Configuring and Running a Migration — These steps involve connecting to your source and target email services, importing mailboxes, selecting which items to migrate, and then running a migration.
  3. Post-Migration — These steps are optional and are performed after a migration. They include viewing reports and training users on the new mail system.

Note:

  • ODME does not synchronize source changes with the target.
    Sample usage scenario: If a message was migrated to the target, the customer delete it in source mailbox and then migrate it again, the migrated message is still in the target in the same folder.
  • ODME does not update the Read/Unread status for email messages on the target if this status is changed on the source.

References:

The illustration below shows the stages of the migration process and the order in which each step should be performed.

Preparing a Migration

Preparing a Migration

Before running a migration with On Demand Migration for Email, you should consider carefully which migration strategy best suits your needs. Then, if you haven’t already done so, you should create the target mailboxes in the target email service and (optionally) implement a mail routing strategy. Lastly, you should configure your source and target email service to ensure that On Demand Migration for Email can connect to each one and execute a migration.

  1. Choose a Migration Strategy — Depending on various factors, you can choose to perform either a one-time, “big bang” migration (cutover) or perform several staged migrations (co-existence). Choosing the right strategy will minimize migration errors and make it easier for users to transition into the new mail system.
  2. Create Target Mailboxes — Create the target mailboxes in the target email service. On Demand Migration for Email does not create them for you.
  3. Setup Mail Routing — Implement a mail routing strategy that will enable users to send and receive mail from both internal and external sources.
  4. Prepare the Source and Target Email Service — Configure your source and target email services to allow On Demand Migration for Email to connect to them and run a migration.

Configuring and Running a Migration

Configuring and Running a Migration

After you have performed all the necessary preparatory steps, you are ready to login to On Demand Migration for Email and setup and run your migration.

  1. Name the Migration Plan — Assign a name to the migrations plan under which you will configure and run the migration.
  2. Connect to the Source and Target Email Service — Specify server locations and the administrator account credentials for both your source and target email services.
  3. Add Mailboxes — Identify the mailboxes you want to migrate, either by entering each mailbox manually or by uploading a list.
  4. Select Mailbox Items and Migration Filters — Specify which mailbox items you want to migrate and (optionally) any filter parameters.
  5. Migrate — Initiate your migration and monitor it in the cloud.

Post Migration

Post Migration

After you run a migration, there remain additional activities you may perform.

  1. Review Migration Reports — Review and correct any errors identified in the migration reports and re-migrate as needed.
  2. Notify and Train Users — Notify users of the migration and provide information on how to access the new mail system. This step may include training users on the new system as needed.
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