• User Manual

    Office 365 Migration

User Manual

Office 365 tenant to tenant migration

Pre-migration

Prior to installation and configuration of migration ensure that the source and target server environment is well prepared and it is meeting the necessary system requirements.

  • Step 1: Create users in Office 365 account

    You should create user accounts on the target Office 365 server to which you wish to migrate and also assign the licenses to the corresponding users.

  • Step 2: Make sure that the required roles are assigned for the admin account which is used to connect the source Office 365 account
    1. Verify for the source admin account has the below management roles assigned:
      • ApplicationImpersonation
      • View-Only Configuration
      • View-Only Recipients
      • Public Folders
      • User management administrator/Global administrator*

      Note: Assign the elevated admin role 'Organization Management' to the administrator account that is performing a Public Folder migration

    2. Make sure the Global admin account has a valid, non-hidden mailbox on the source.
  • Step 3: Make sure that the required roles are assigned for the admin account which is used to connect the target Office 365 account
    1. Verify for the target admin account has the below management roles assigned:
      • ApplicationImpersonation
      • View-Only Configuration
      • View-Only Recipients
      • Public Folders
      • User management administrator/Global administrator*

      Note: Assign the elevated admin role 'Organization Management' to the administrator account that is performing a Public Folder migration

    2. Make sure the Global admin account has a valid, non-hidden mailbox on the source.
  • Step 4: Assign licenses in Office 365

    Ensure that Office 365 licenses are assigned to all the accounts for the target mailboxes. Either you allow the tool to create the mailboxes automatically and assign the Office 365 licenses automatically.

    Or you can assign licenses manually in Office 365.

  • Step 5: Install EdbMails Office 365 Migration

    a. Download and install EdbMails on your computer.   Download

    b. Double click the EdbMails setup (EdbMailsSetup.exe) to install the application.

    c. Follow the instructions that appear to complete the installation.

    installation

  • Step 6: 'Login' or 'Start Your Free Trial' to access the application

    Click the 'Login' or 'Start Your Free Trial' button.

    Demo login EdbMails

Migration process

Follow the below steps for the configuration of EdbMails Office 365 Migration:

  • Step 1: Select migration

    Select the option 'Office 365 Migration (Tenant to tenant migration & more...)'.

    Office 365 Migration

  • Step 2: Connect to the source Office 365
    Click here to connect source Office 365
  • Step 3: Select mailboxes you want to migrate and define target connection

    Select the mailboxes for migration

    Select the mailboxes that you wish to migrate.

    Choose the migration type as 'Full migration' or 'Incremental migration'.

    Select Mailboxes

    Click the 'Migrate to Destination Office 365 [Incremental]' button to continue.

    Export Selected Mailboxes

    Login to Destination Office 365

    Login to the target Office 365 account. Click here for the detailed steps on Office 365 login using EdbMails

    On successful login, you will be displayed with the list of mailboxes.

  • Step 4: Map source and target mailboxes

    Map the source mailboxes to target Exchange server mailboxes. Click here for the details.

    Migrate Source Exchange to Destination Exchange

  • Step 5: Start the migration

    Start the Migration Operation

    Click the 'Continue' button to start the migration operation.

    mailbox mapping

    That's it! During migration operation, you can view the progress as shown below.

    Office to Office 365 Migration

    Appropriate message will be displayed on completion of the migration operation.

    Click the 'View Log' button to view the migration operation log.

    Login to your Office 365 account to verify migrated items such as emails, calendars, contacts etc.

Post-migration Activities

After the completion of migration please go with the below step

Change DNS records (MX, Autodiscover)

To continue the mail flow to the new environment, you should change the MX Records and also need to set up Autodiscover record for connection of newly migrated mailboxes with a mail client (e.g. Outlook). You can perform using Microsoft article. After the chagnes this can take a couple of hours.