Migration Manager for Exchange 8.15 - Source Exchange 2010 Environment Preparation

Checking System Requirements

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
• 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.

Source Exchange 2010 Organization Considerations

• The mailbox database containing the administrator mailbox (the System Mailbox used by default or custom administrator mailbox) should be mounted for each source Exchange 2010 server involved in the migration.
• The Migration Manager for Exchange console shows only those servers from source Exchange 2010 organization that host the Mailbox role. This is required because only servers with actual data are considered for migration.
• If migration target is Exchange 2013 or Microsoft Office 365 and two-way calendar synchronization is planned to be utilized, then the Exchange 2010 Calendar Repair Assistant (CRA) should be disabled during the migration period.
• If two-way calendar synchronization is planned to be used, to migrate Recoverable Items subfolders the In-Place Hold and Litigation Hold features should be disabled on the target during the migration. Refer to User Guide for instructions on how to prepare your environment and enable this feature.

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. Exchange data is migrated by Migration Manager for Exchange agents, which use the following accounts:

• Source Active Directory Synchronization Account
  This account is used by:
  1. The Directory Synchronization Agent (DSA) to access the source Active Directory domain
  2. The Mail Source Agent (MSA) to perform mailbox switch
     
     
  For more details, see Setting Up the Source Active Directory Synchronization Account for Exchange.
• Source Exchange Account
  This account is used by Migration Manager for Exchange agents installed on agent host to access the source Exchange server.
  For more details, see Setting Up the Source Exchange Account.

• Source Active Directory Account
  This account is used by Migration Manager for Exchange agents to access the source domain.
  For more details, see Setting Up the Source Active Directory Account.

• Source 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 the Agent Host Account.

Setting Up the Source Active Directory Synchronization Account

Setting Up the Source Active Directory Synchronization Account for Exchange

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

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

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

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

1. On the source 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 Source Active Directory Synchronization Account (in our example, QMM_Src_DSA).
3. Close the dialog boxes by clicking OK.

Setting Up the Source Exchange Account

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

• Working with source 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)
• Synchronizing free/busy data (optional) (used by the Free/Busy Synchronization Agent)
• Switching mailboxes

The required privileges for the Source Exchange Account are as follows:

• Membership in the local Administrators group on all source 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 source synchronized objects are located.
• Full Control permission on the Microsoft Exchange System Objects organizational unit in all domains in which source Exchange 2010 servers involved in public folder synchronization reside.
• Full Control permission on source Exchange 2010 organization
• Membership in the Public Folder Management group.
• Permissions to log on to every mailbox involved in the migration.
• Membership in the Recipient Management group.
• The ApplicationImpersonation management role for migration to Exchange 2013 (or higher) or Office 365.

To set up the Source Exchange Account, perform the steps described in the related subtopics.