• User Manual

    Office 365 Migration

User Manual

Office 365 to Exchange 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: Prepare a clean destination Exchange environment
  • Step 2: Preparation of the domain accounts on the target server

    • Create proper mailbox-enabled accounts manually in the target server

  • Step 3: 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 target admin account has the below management roles assigned:

      • ApplicationImpersonation
      • View-Only Configuration
      • View-Only Recipients

    2. Make sure that the account is mailbox-enabled.

  • Step 4: Confirm the Admin account configuration and rights that will be used to connect to the target server
    1. Make sure the following roles are assigned to the target admin account
      • ApplicationImpersonation rights
      • View-Only Recipients rights
      • View-Only Configuration rights
      • Assigned mailboxes to the Public Folders
    2. Verify the access to the Exchange server's service using IP or Domain Name

      https://[Exchange_IP]/EWS/Exchange.asmx or

      https://[Exchange_Name]/EWS/Exchange.asmx

    3. If a client connects from outside the local network then that client required to have external URL configured correctly:
      • Open the Exchange Management Shell on the target or source server and verify if the ExternalUrl is defined:
        Command: Copy & Paste it on PowerShell

        Get-WebServicesVirtualDirectory | fl

      • If there's no address in the ExternalUrl line it needs to be defined. Execute the following script:
        Command: Copy & Paste it on PowerShell

        Get-WebServicesVirtualDirectory | Set-WebServicesVirtualDirectory -ExternalUrl https://[Target server's internet name]/EWS/Exchange.asmx

  • 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 Exchange button to continue.

    Export Selected Mailboxes

    Login to Destination Exchange server

    Click here to connect source Office 365

    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.

  • 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 that using Microsoft article. This can take a couple of hours.