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Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

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Page 1: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Exchange Simple Migration Gets a Makeover Ben ApplebySenior Program ManagerMicrosoft Corporation

EXL 302

Page 2: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Session Objectives and Takeaways

Session Objective(s): Overview of the migration space and the available toolsExplain and demonstrate Exchange Migration tools in Office 365

Cutover Exchange Migration (CEM)Staged Exchange Migration (SEM)

Look at the enhancements in Migration Solutions

Key TakeawaysOffice 365 provides out of the box online migrations tool that are simple to use

Page 3: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Read case studies and documentation

1. Plan 2. Prepare

Add and Verify SMTP domains

DNS Administration

Deployment PlanStages

Configure On Premise

3. Migrate 4. Decommission

Page 4: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

DEPLOYMENT PLAN

Migration solution is part of

the plan

Deployment PlanFactors

Source Server

ExchangeIMAPLotus NotesGoogle

Size

LargeMediumSmall

Identity Management

On-PremiseSingle Sign-OnOn-Cloud

Hybrid

HybridNo Hybrid

Provisioning

DirSyncBulk Provisioning

Page 5: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

IMAP migration

Exchange

migration

Staged

migration

Hybrid

Exchange 5.5 X

Exchange 2000 X

Exchange 2003 X X X X

Exchange 2007 X X X X

Exchange 2010 X X X

Notes/Domino X

GroupWise X

Other X

* Additional options available with tools from migration partners

Deployment PlanChoices to fit your organization

Mig

rati

on

Hybri

d

IMAP migrationSupports wide range of e-mail platformsE-mail only (no calendar, contacts, or tasks)

Cutover Exchange migration (C-EM)Good for fast, cutover migrationsNo server required on-premises

Staged Exchange migration (S-EM)No server required on-premisesIdentity federation with on-premises directory

Hybrid deployment (MRS)Manage users on-premises and onlineEnables cross-premises calendaring, smooth migration, and easy off-boarding

Page 6: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Cutover Exchange Migration based mailbox move

Page 7: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Staged Exchange Migration based mailbox move

Page 8: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Hybrid based mailbox move

Page 9: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

How to pick an Exchange migration solution?

1 150 5,000 25,000

Organizational Size in Users

C-EM

S-EM

Hybrid

Mig

ratio

n S

olu

tion

s

<1 Week 2 Weeks 3 Weeks Several Months

Hybrid

None Mailflow/GalSync Free/Busy, Archive in Cloud

Time For Migration including Planning

Page 10: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

CUTOVER EXCHANGE MIGRATION (CEM)

IT Pro Experience

Page 11: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Cutover Exchange Migration

CapabilityNo on-premise deployment requiredMigration from Exchange Server 2003 and greaterOn-premise or hosted systemsIntegrated Provisioning High fidelity migrations - Mail, calendar, tasks and many more

RequirementOrganization should be less than 1000 in sizeOutlook Anywhere serviceIdentity management in the cloud

ObjectiveA simple Exchange migration solution for small and medium businesses to move to Office 365

Page 12: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Deployment PlanPlan

Read case studies and documentation

1. Plan 2. Prepare

Add and Verify SMTP domains

DNS Administration

Configure On Premise

3. Migrate 4. Decommission

Page 13: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Plan

Read a few case studiesRead Documentation on help.outlook.comDecide when you want to kick-off the migrationsCreate the deployment plan

Internet

Page 14: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Deployment PlanPrepare

Read case studies and documentation

1. Plan 2. Prepare

Add and Verify SMTP domains

DNS Administration

Configure On Premise

3. Migrate 4. Decommission

Page 15: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Prepare

On premisesPublic third party CA Issued certificateEnable Outlook AnywhereCreate Migration Admin Mailbox (i.e. migAdmin)Permissions

For Hosted Scenarios, give full access to migAdmin on all the mailboxes to be migratedUse domain administrator credentials for migration

Validate using TestExchangeConnectivity.com

In CloudVerify domain ownership

Internet

Page 16: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Deployment PlanMigrate

Read case studies and documentation

1. Plan 2. Prepare

Add and Verify SMTP domains

DNS Administration

Configure On Premise

3. Migrate 4. Decommission

Page 17: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration Flow

Provision Initial Sync Switch To Office365

New Migration License UsersIncremental

Sync

Every 24 hrs

Page 18: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowNew Batch Exchange

Online

MX Record:On Premise

Internet

Page 19: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowProvision

Crea

te u

sers

,

grou

ps, c

onta

cts

Exchange Online

MX Record:On Premise

Internet

Page 20: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowInitial Sync

Initi

al S

ync

Exchange Online

MX Record:On Premise

Internet

Page 21: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowGet-MigrationBatch

Initi

al S

ync

Exchange Online

MX Record:On Premise

Internet

Page 22: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowGet-MigrationBatch

Page 23: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowAdmin Migration Reports

Page 24: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowMigration Initial Sync Completion

Page 25: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowIncremental Sync

Incr

emen

tal

Sync

Exchange Online

MX Record:On Premise

Internet

Incremental sync happens every 24 hrs

Incremental sync is throttled

Page 26: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowSwitch to Cloud Exchange

Online

MX Record:Cloud

Internet

Update MX Record with the below information

Page 27: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowUsers to Office 365 Exchange

Online

MX Record:Cloud

Internet

Page 28: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Deployment PlanDecommission

Read case studies and documentation

1. Plan 2. Prepare

Add and Verify SMTP domains

DNS Administration

Configure On Premise

3. Migrate 4. Decommission

Page 29: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

C:\Users\rampo> Remove-MigrationBatch –Name Test1

Migration FlowRemove-MigrationBatch Exchange

Online

MX Record:Cloud

Internet

No more incremental sync

Page 31: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

STAGED EXCHANGE MIGRATION (SEM)

IT Pro Experience

Page 32: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Staged Exchange Migration

RequireDirectory sync

ObjectiveA simple Exchange migration solution for medium and large size organizations

CapabilityMigration from Exchange Server 2003 and Exchange 2007 only.Migrate in batches High fidelity migrations - Mail, calendar, tasks and many more

Page 33: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Deployment PlanMigrate

Read case studies and documentation

1. Plan 2. Prepare

Add and Verify SMTP domains

DNS Administration

Configure On Premise

3. Migrate 4. Decommission

Page 34: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration Flow

New BatchSwitch To Office365

Initial SyncLicense

Page 35: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration Flow New Batch Exchange

Online

MX Record:On Premise

Internet

Page 36: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowSwitch Users in Batch to Cloud Exchange

Online

MX Record:On Premise

Internet

Initi

al Syn

c

NOTE: Customers are migrated to the cloud once you start the migration batch

Migrate users in batches as many times as needed

Mail flow is redirected to Office 365. No mail is received on-premises

Page 37: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowAdmin Migration Reports

Page 38: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowConvert Mailbox To MEU Exchange

OnlineInternet

NOTE: Customers are migrated to the cloud once you start the migration batch

Use SEM batch file as input

ExportO365UserInfo

Exchange2007MBToMEU

Use the cloud.csv as input

MX Record:On Premise

Page 39: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migration FlowExchange 2003 SwitchoverOptimization

Exchange Online

MX Record:On Premise

Internet

Initi

al Syn

c

NOTE: Customers are migrated to the cloud once you start the migration batch

Autodiscover Record:Cloud

Page 40: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Deployment PlanDecommission

Read case studies and documentation

1. Plan 2. Prepare

Add and Verify SMTP domains

DNS Administration

Configure On Premise

3. Migrate 4. Decommission

Page 41: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

EXCHANGE MIGRATIONMAILBOX COPY ALGORITHM

IT Pro Experience

Page 42: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

CONTACTS

CALENDAR

TASKS

NOTES

INBOX

SENT ITEMS

OTHERS

2

CONTACTS

CALENDAR

TASKS

NOTES

INBOX

SENT ITEMS

OTHERS

2

Mailbox CopyInitial Sync

Mirror Folder Structure firstIn each of the folders, we copy latest first

Source Mailbox Target Mailbox

Page 43: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

CONTACTS

CALENDAR

TASKS

NOTES

INBOX

SENT ITEMS

OTHERS

2

CONTACTS

CALENDAR

TASKS

NOTES

INBOX

SENT ITEMS

OTHERS

2

Mailbox CopyIncremental Sync

We will Sync the difference in incremental syncWe will add new mail and foldersWe will delete mails and folder

Source Mailbox Target Mailbox

Page 44: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

TROUBLESHOOTING TIPSIT Pro Experience

Page 45: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting

Scenarios PerformanceConnectivity Issues

Not Viable CA Cert Unable to set target address

User Content Not MigratedLarge MessagesBad Item

Page 46: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting PerformanceMigration Throughput

Internet

ExchangeOnlineOne knob to control them

all - MaxConcurrentMigrationsLimiting Factors

CPUMemoryDisk IONetwork Latency and Bandwidth

Page 47: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting PerformanceHow to Identify

Variable Observation tool

CPU \Processor(_total)\% Processor Time

Memory \Memory\Available MBytes \Memory\Page Faults/sec

Disk IO PhysicalDisk(*)\Current Disk Queue Length

Network Bandwidth \Network Interface(*)\Bytes Sent/sec\Network Interface(*)\Bytes Total/sec\Network Interface(*)\Current Bandwidth

Latency Outlook Connection Status

Page 48: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting PerformanceFix – Increase Concurrency

Internet

ExchangeOnlineIncrease the concurrency

to an acceptable levelConcurrency Max has been increased from 10 to 50

Page 49: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting PerformanceFix – Load Balance

Internet

ExchangeOnlineEnsure that batch contains

mailboxes from multiple source servers

Page 50: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting Connectivity

Page 51: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting Connectivity

Enter migration Admin credentials

Page 52: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting Connectivity

Page 53: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting Connectivity

Wrong External Hostname. Should have been semmigration.info

Page 54: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting Connectivity

Page 55: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting Connectivity

Ensure SAN name contains domain name, autodiscover name , internal domain name

Page 56: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting Connectivity

Page 57: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting ConnectivityUnable to Set TargetAddress

Are you migrating from Exchange 2010 or Exchange 2010 Sp1 with SSEM ? This is not supported

Page 58: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

INBOX INBOX

Troubleshooting: User Content Not MigratedLarge Messages

Skipped Item Count +=1

Source Mailbox Target Mailbox

Max Email Message size is 25 MB

Page 59: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting: User Content Not MigratedBad Messages

INBOX INBOX

Source Mailbox Target Mailbox

Skipped Item Count +=1

Page 60: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting: User Content Not MigratedHow locate them

Page 61: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting: User Content Not MigratedHow locate them

Page 62: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Staged And Auto Discover

Unable to Auto discover user post migrating to cloud

Convert Mailbox ->MEU

Page 63: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Troubleshooting Internal ErrorsUse –Diagnostic Flag

Please provide this information to support

Page 64: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

STEPS TO TAKE POST MIGRATION

End User Experience

Page 65: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

End-User Experience – Outlook after Migration

Page 66: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

End-User Experience – First logon

Page 67: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

End-User Experience – Create new Profile

and Resync OST

Page 68: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Configuration Steps- Outlook RulesSometimes end users might need to edit the Outlook rules, RSS feeds, Outlook search folders, and quick steps

Page 69: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

WHAT ISN’T AND IS MIGRATED?

IT Pro Experience

Page 70: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Not MigratedSecurity Groups

Page 71: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Not MigratedDynamic Distribution Lists (DDL)

Page 72: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Not MigratedDumpster 1.0

Page 73: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Not MigratedSend-As Permissions

Page 74: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Migrated

Page 75: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Office 365 Welcomes You!

Page 76: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

In Review: Session Objectives and Takeaways

Session Objective(s): Overview of the migration space and the available toolsExplained and demonstrate Exchange Migration tools in Office 365

Cut-Over Exchange Migration (CEM)Staged Exchange Migration (SEM)

Looked at the enhancements in Migration Solutions

Key TakeawaysOffice 365 provides out of the box online migrations tool that are simple to use

Page 77: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Exchange Sessions this week

EXL303 Configuring Hybrid Exchange the Easy Way – Wednesday 14:45 – Hall 9BEXL301 Archiving in the Cloud with Exchange Online Archiving (EOA) – Thursday 08:30 – Hall 10BEXL306 Best Practices for Virtualizing Microsoft Exchange Server 2010 – Thursday 12:00 – Hall 9BEXL401 Microsoft Exchange Server 2010 High Availability Deep Dive – Thursday 16:30 – Hall 9AEXL201 Understanding Microsoft Forefront Online Protection for Exchange – Friday 08:30 – G106EXL307 Using a load balancer in your Exchange 2010 environment – Friday 13:00 – Hall 9B

Page 78: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Geek Out with Perry Blog: http://blogs.technet.com/b/perryclarke/

Track Resources

Exchange Team Blog: http://blogs.technet.com/b/exchange/

Exchange TechNet Tech Center: http://technet.microsoft.com/exchange

MEC Website and Registration: http://www.mecisback.com/

Page 79: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302
Page 80: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Resources

Connect. Share. Discuss.

http://europe.msteched.com

Learning

Microsoft Certification & Training Resources

www.microsoft.com/learning

TechNet

Resources for IT Professionals

http://microsoft.com/technet

Resources for Developers

http://microsoft.com/msdn

Page 81: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

Evaluations

http://europe.msteched.com/sessions

Submit your evals online

Page 82: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to

be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS

PRESENTATION.

Page 83: Exchange Simple Migration Gets a Makeover Ben Appleby Senior Program Manager Microsoft Corporation EXL 302