EdbMails EDB Recovery and Migration software
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    Exchange EDB / Email Recovery Tools
    • EDB Recovery and MigrationRecover EDB to PST, EDB to Office 365 and Exchange NO Duplicate Migration
    • OST Recovery and MigrationRecover OST to PST, OST to Office 365 and Exchange Migration
    • PST Recovery and MigrationRecover Outlook PST, PST to Office 365 and Exchange Migration
    • MBOX Export and MigrationExport MBOX to PST, MBOX to Office 365 and Exchange Migration
    • NSF Export and MigrationExport NSF to PST, NSF to Office 365 and Exchange Migration
    Exchange and Office 365 Migration
    • Exchange Server MigrationMigrate Exchange 2007, 2010, 2013, 2016, 2019 to Office 365 tenants. Also, migrate between Exchange servers and PST
    • Office 365 MigrationMigrate Source Office 365 tenants to Destination Office 365 tenants. Also, migrate to Exchange Server and PST
    • IMAP Email Backup & MigrationMigrate all IMAP email servers (Gmail, Zimbra, Zoho, Yahoo etc.), Office 365, Exchange and Backup to Outlook PST
    • SharePoint Online MigrationMigrate documents, files and folders from SharePoint sites
    • OneDrive for Business MigrationMigrate documents, files and folders from OneDrive
    • Microsoft Teams MigrationMigrate Teams, documents, files and folders etc.
    Exchange and Office 365 Backup
    • Office 365 BackupIncremental, Granular, Encrypted and Compressed Office 365 Mailboxes Backup
    • Exchange Server BackupIncremental, Granular, Encrypted and Compressed Exchange Mailboxes Backup
    • SharePoint, OneDrive & Teams BackupBackup Online site collections, Team sites, Office 365 groups, all documents etc.
    • Duplicate Remover - Office 365 & Exchange Remove duplicate emails, calendars, contacts, journal etc. from Office 365 and Exchange
    • GAL and All Address Lists migrationDirectly migrate Exchange and Office 365 Global address list and Address Lists items
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    1. Home
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    3. Step by Step Guide to Migrate Live Exchange Server to Live Exchange Server

    Exchange to Exchange migration guide

    Steps to migrate On-premise Exchange (2019-2007) to live Exchange and Office 365

User Manual

  • Exchange Migration Overview
  • Initial Setup
  • System Requirements
  • Installation
    • Installation process
    • Reinstall or Upgrade
    • How to uninstall
  • FAQ
    • General
    • Migration Free Trial / Demo
    • Migration License
    • Before Migration
    • Migration - Steps
    • After Migration
  • Videos
    • Exchange to Exchange
    • Exchange to Office 365
    • Exchange to PST
    • Public Folder to Office 365
    • Archive Mailbox to Office 365
    • Public Folder to Exchange
    • Archive Mailbox to Exchange
  • Screenshots
    • Exchange to Exchange
    • Exchange to Office 365
    • Exchange to PST
  • How it works?
    • Exchange to Exchange
    • Exchange to Office 365
    • Exchange to PST
    • Exchange Public Folder to Office 365
    • Exchange Public Folder to Exchange
    • Exchange 2010 to 2016 Public folder
    • Exchange 2013 Public folder to Office 365
    • Exchange 2016 Public folder to Office 365
    • Exchange Public Folder to Shared Mailbox
    • Archive Mailbox to Office 365
    • Archive Mailbox to Exchange
    • Hosted Exchange Migration
    • Hosted Exchange to Live Exchange Migration
    • Hosted Exchange to Office 365 Migration
    • Live Exchange to Hosted Exchange Migration
    • Hosted Exchange Public Folder to Office 365 Migration
    • Cross-forest migration from Exchange 2013 to Exchange 2019/2016
    • Hybrid Migration
    • Public folder Migration in Hybrid Environment
    • Migrate GAL and all address list
    • Disable msExchMailboxGuid
  • Connect to Exchange server for multiple mailboxes migration
    • Connect with Global Admin
    • Connect to Multiple users using CSV file
    • Connect using full access permission
    • Connect individual users for Single / Specific user Migration
  • Connect to Hosted Exchange for its Migration
    • Connect with Full Access permissions
    • Connect to multiple users using CSV file
    • Connect to Individual user for migration
  • Connect to Office 365
    • Modern Authentication Using OAuth 2.0
      • Microsoft 365 modern authentication
      • Automatic Registration
      • Manual Registration
    • Connect with Global Admin
    • Connect to Office 365 with full access permission
    • Connect to Office 365 with CSV file option
    • Connect to Office 365 as single user mailbox
  • Set Exchange Server Impersonation rights
    • Exchange 2007 and below
    • Exchange 2010, 2013, 2016 and 2019
    • Set using Exchange Server GUI
  • Understanding the Application
    • Program's Component
    • Migration
    • Incremental Migration
    • Exchange Throttling Policy
  • Set Office 365 Impersonation rights
    • Using PowerShell commands
    • Using Office 365 GUI
  • Migration Types
    • Cutover Migration
    • Staged Migration
    • Hybrid Migration
  • Map the Mailboxes
  • Migration Walkthrough
    • From Exchange 2003
    • From Exchange 2007
    • From Exchange 2010 to Exchange 2019
    • From Exchange 2010 to Exchange 2016
    • From Exchange 2010 to Office 365
    • From Exchange 2013 to Exchange 2019
    • From Exchange 2013 to Exchange 2016
    • From Exchange 2013 to Office 365
    • From Exchange 2016 to Exchange 2019
    • From Exchange 2016 to Office 365
    • From Exchange 2019 to Office 365
    • From Office 365
  • Multifactor Authentication
    • Enable MFA in Office 365
    • Create App password for MFA
    • Disable Security Defaults

EdbMails Exchange migration tool is a Microsoft partnered software that simplifies migrations from on-premises Exchange server to Exchange and Office 365. It supports Exchange 2007, 2010, 2013, 2016, 2019, Hosted Exchange, Live Exchange and on-premises Exchange server migrations. You can migrate user mailboxes, folders, mail items, Public folder, Shared mailboxes and Archive mailboxes from the source to the target. The following sections describe the Exchange migration operation by using EdbMails.

Exchange to Exchange migration

Exchange to Exchange migration plan

Migrating Exchange server mailboxes and mail data to another server can be challenging without a proper plan. Here is a checklist of the most important factors to consider for the migration.

  1. Prepare a complete inventory of items that you want to migrate.
  2. Communicate any changes to your end users and inform the stakeholders.
  3. Take a backup and remove unused and unwanted mailboxes from the source server.
  4. Determine the size of the mailbox data and number of mailboxes to migrate.
  5. Prepare the domains and required Active Directory services on the target.
  6. Determine if you want to migrate mailboxes along with Public folder and Shared mailboxes.
  7. Ensure you have enough network capacity and bandwidth to migrate.
  8. Consider the throttling and message size limits on Exchange server.
  9. Take a complete backup of all your mailbox items and folders.
  10. Create mailboxes and Public folders on the target Exchange server
  11. Assign suitable licenses to the mailboxes.
  12. Perform a test (pilot) migration before you start the actual migration.
  13. Start the migration and verify the migration endpoint.
  14. Create new Outlook profiles and check if you are receiving mails correctly.
  15. Decommission the source Exchange server (optional)
  1. Pre migration activities for Exchange server migration

    1. Step 1: Check that your system meets the Exchange server setup requirements.

      The following links will help you set up your target Exchange server. Learn more about the network, hardware, coexistence scenarios, and operating system requirements for installing Exchange.

      1. Exchange 2013 Server setup
      2. Network and directory requirement for Exchange 2016
      3. Network and directory requirement for Exchange 2019
      4. Hardware Requirements for Exchange 2016
      5. Hardware Requirements for Exchange 2019
      6. Supported operating systems for Exchange 2016
      7. Supported operating systems for Exchange 2019
      Target Exchange server versionCoexistence with the source ExchangeRequirementMigration
      Exchange 2019Possible. Can coexist with Exchange 2013

      Can coexist with Exchange 2016
      Install Cumulative Update 21 (CU21) or later on Exchange 2013

      Install Cumulative Update 11 (CU11) or later on Exchange 2016
      With EdbMails Exchange migration software, you can migrate to any Exchange server version regardless of the coexistence issue
    2. Step 2: Prepare your system with the following prerequisites for Exchange

      Complete the following prerequisites for Active Directory, Windows Mailbox server, and Windows Edge Transport servers before installing the target Exchange server.

      1. Exchange 2019 prerequisites for preparing Active Directory (AD)
      2. Windows Server prerequisites for Exchange 2019
      3. Exchange 2016 prerequisites for preparing Active Directory (AD)
      4. Windows Server prerequisites for Exchange 2016

      Install cumulative updates (CU) on the source Exchange serverFor migrating Exchange on-premises to Exchange, it is required that you have the latest cumulative updates (CU) installed on the source server.

      1. Install for Exchange server 2013
      2. Install for Exchange server 2016
      3. Install for Exchange server 2019

      Assign the Organization Management role group in Exchange to the admin user. It is an elevated permission that is required if you want to migrate Public folders.

    3. Step 3: Set up the target Exchange server for migration

      Given below is a list of key points for installing and preparing the Exchange server for migration.

      1. Prepare the AD and domains
        1. Before installing Exchange Server, you need to prepare your Active Directory forest and its domains for the new version of Exchange.
        2. If you have a separate team to manage the Active Directory schema, you need to first extend the active directory schema, else proceed to the next step to prepare the Active Directory.
        3. If you have multiple domains you need to additionally prepare the Active Directory domains.
      2. Install Exchange server on your computer

        Before installing the Exchange server, ensure that you meet the server system requirements and prerequisites as outlined previously. Next, follow the link to install Exchange 2016 or install Exchange 2019 from the setup wizard based on which server you want to migrate to.

      3. Prepare a clean Exchange target environment
        1. Create and configure a Send connector to send mail outside the Exchange organization.
        2. By default, Exchange automatically creates receive connectors for inbound mail flow when the mailbox server is installed. If you need to configure receive connectors, follow the steps in the link.
        3. Add accepted domains to allow recipients to send and receive email from another domain.
        4. Configure the default email address policy to add the accepted domain to every recipient in the organization.
        5. Configure external URLs (domains) on the virtual directories in the Client Access (frontend) services on the Mailbox server to allow clients to connect to your server from the internet (outside the organization’s network).
        6. Configure internal URLs on the virtual directories in the Client Access (frontend) services on the Mailbox server to allow clients to connect to your server from the internal network.
        7. Configure SSL certificates from a third-party certificate authority for services such as Outlook Anywhere and Exchange ActiveSync.
        8. Verify the Exchange server installation by running the command Get-ExchangeServer on the Exchange Management Shell (EMS)
      4. Create trust relationship between forests (Optional)

        A forest trust is an authentication between two domains within the same Active Directory forest which creates a trust between two root domains for exchanging information. By creating a trust in advance, it is possible to address the trust issues during or after the migration.

      5. Create mailboxes and Public folders on the Exchange server

        Before you migrate, ensure that you create mailboxes on the target and assign suitable licenses to them.

        •  See how to create mailboxes in Exchange server
        •  Steps to create Public folder in Exchange server
      6. Assign management roles to the admin account

        Set the following permissions to the admin account on the source and target Exchange server to migrate mailboxes on behalf of other users in your organization.

        1. On the source
          1. ApplicationImpersonation
          2. View-Only Configuration - Run the cmdlet New-ManagementRoleAssignment using the Exchange Management Shell to assign the View-Only Configuration role to the admin.
        2. On the target
          1. ApplicationImpersonation
          2. View-Only Recipients
          3. View-Only Configuration
      7. Verify the mailbox of the admin account

        Check to see if the admin account that has been assigned management roles has a valid and non-hidden mailbox on the Exchange server.

      8. Configure the throttling and message-size limits

        You can manually change the EWS throttling and message size limits on the Exchange server by following the steps in the link.

        1. Change the EWS throttling settings on Exchange server
        2. Change message size limits on Exchange

       Determine if you want to follow the cutover, staged or hybrid migration method.

      Current environment and requirementIdeal migration approachHow does the migration take place?
      You want to perform a complete migration to the Exchange server in a single event and in a limited time frame.Cutover migrationIn this approach, you set up your target Exchange server and migrate everything in a single sitting. Suited for large mailbox migration
      You want to perform the migration in phasesStaged migrationIn this approach, you migrate your mailboxes and mail data in stages and transfer the most recent/required data first followed by the others.
      You want to migrate Exchange server data to Office 365 within the same Active directory environmentHybrid migrationIn this approach, you migrate between Exchange and Office 365 in a hybrid environment.
      • See steps for Cutover migration with EdbMails
      • See steps for Staged migration with EdbMails
      • See steps for Hybrid migration with EdbMails
  2. Exchange to Exchange server migration

    Steps to migrate Exchange on-premises to Exchange

    1. Step 1: Download and install EdbMails Exchange server migration software setup
      1. Download EdbMails and install the application on the source Exchange server or any other computer. You can also perform the migration operation by installing EdbMails on a non-Exchange server computer.
      2. Launch the application and click 'Login' or 'Start Your Free Trial'.
      3. Select the migration method as Live Exchange migration

        Demo login EdbMails

      See list of EdbMails system requirements for Exchange migration.

      Note: If the Standard folders (such as Inbox, Calendar, Contacts) on your source Exchange server mailboxes are initialized with a different language, follow the below details to migrate these folders to the respective system folders on the target (destination) server.

      For Instance: If your source Inbox folder is named 'Boîte de réception', which is in French language and you migrate this folder directly to the destination server, then by default it will not be mapped to the 'Inbox' folder on the target server. In order to map the folder with the french name to the respective folder, change the regional settings on the target server to match that of your source mailbox folder language (in this case, it is French).

      Click here to know the steps to change the language and regional settings on Exchange server

    2. Step 2: Connect to the Exchange server as Global Administrator

      In the Connect to Exchange server (Source) window, select 'Connect using Global Admin User'. You can also load the mailboxes using a CSV file. See the instructions on how to use the different Exchange server connection methods supported by EdbMails.

      Source Exchange Server Conection

       With EdbMails, you can migrate mailboxes, public folders, and archive mailboxes from the source Exchange to the target server.

    3. Step 3: Select the mailboxes and connect to the target Exchange
      • Select the mailboxes and folders from the source Exchange that you want to migrate to another Exchange.
      • Click 'Migrate to Live Exchange' to set up the connection with the target server

        Export Selected Mailboxes

      If this is the first time you’re migrating with EdbMails, the migration is a full migration. On subsequent migrations from the same source to the target, the migration is incremental.

    4. Step 4: Customize the Exchange migration operation (Optional)

      EdbMails provides the following additional options to help you customize the migration task.

      publicfolderpermission7-live

      1. Additional Include and Exclude Filter Options
      2. Filter emails by Date: Migrate to Exchange 2019 by applying the Date filter
      3. Filter emails by Size: Exclude emails from migration larger than a specified size.
    5. Step 5: Connect to target Exchange server as Global Admin

      Connect to the target server by selecting the option 'Connect using Global Admin User' and the migration scenario as Mailboxes, Public folder or Archive Mailbox.

      Automatic Registration

    6. Step 6: Map the folders between the source and the target

      The mapping activity in EdbMails can automatically match and map the mailboxes and folders between the two Exchange servers and saves time when you’re migrating a large number of mailboxes.

      Map the source mailboxes to target mailboxes

    7. Step 7: Start the Exchange to Exchange migration

      Start and monitor the migration operation after you complete the mailbox mapping. Finally, verify the count of migrated emails, folders and mailbox items with EdbMails text-based log report.

      Exchange to Exchange Migration

  3. Post-migration tasks

    • Step 1: Update the MX records to point to Exchange server

      To receive messages on the target Exchange server, change the DNS records known as MX records to enable email to work with the new server you have migrated to. In addition, configure the Autodiscover record to allow Outlook to connect to the migrated mailboxes.

    • Step 2: Create a new Outlook profile for users in the new domain

      Configure the Outlook profile for each user in your domain if Outlook has problems connecting to the new Exchange server.

    • Step 3: Decommission and uninstall Exchange server

      Uninstall and decommission the source Exchange server after you finish the migration.

       Steps to uninstall Exchange server 2013

       Steps to uninstall Exchange server 2010

  4. Exchange migration troubleshooting

     See Exchange migration troubleshooting guide for possible solutions related to migration errors. For more information on EdbMails Exchange migration tool see frequently asked questions ( FAQs ).


Advantages of using EdbMails for Exchange migration

  1. Provision for granular brick level migration of specific items
  2. Incremental migration to prevent migrating duplicate items
  3. Advanced include and exclude filter options for mailbox items and folders
  4. Facility to migrate Exchange Public folders and Shared Mailbox
  5. Data consistency with no downtime and data loss.
  6. Direct mapping of mailboxes between the source and the target
  7. Direct migration from any Exchange version (2007-2019) without coexistence issues.
  8. Compatible with Windows operating systems and Windows server.
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