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Exchange Simple Migration Gets a Makeover Ben ApplebySenior Program ManagerMicrosoft 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
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
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
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
Cutover Exchange Migration based mailbox move
Staged Exchange Migration based mailbox move
Hybrid based mailbox move
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
CUTOVER EXCHANGE MIGRATION (CEM)
IT Pro Experience
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
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
Plan
Read a few case studiesRead Documentation on help.outlook.comDecide when you want to kick-off the migrationsCreate the deployment plan
Internet
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
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
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
Migration Flow
Provision Initial Sync Switch To Office365
New Migration License UsersIncremental
Sync
Every 24 hrs
Migration FlowNew Batch Exchange
Online
MX Record:On Premise
Internet
Migration FlowProvision
Crea
te u
sers
,
grou
ps, c
onta
cts
Exchange Online
MX Record:On Premise
Internet
Migration FlowInitial Sync
Initi
al S
ync
Exchange Online
MX Record:On Premise
Internet
Migration FlowGet-MigrationBatch
Initi
al S
ync
Exchange Online
MX Record:On Premise
Internet
Migration FlowGet-MigrationBatch
Migration FlowAdmin Migration Reports
Migration FlowMigration Initial Sync Completion
Migration FlowIncremental Sync
Incr
emen
tal
Sync
Exchange Online
MX Record:On Premise
Internet
Incremental sync happens every 24 hrs
Incremental sync is throttled
Migration FlowSwitch to Cloud Exchange
Online
MX Record:Cloud
Internet
Update MX Record with the below information
Migration FlowUsers to Office 365 Exchange
Online
MX Record:Cloud
Internet
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
C:\Users\rampo> Remove-MigrationBatch –Name Test1
Migration FlowRemove-MigrationBatch Exchange
Online
MX Record:Cloud
Internet
No more incremental sync
Cutover Migration and Single Sign-on
http://community.office365.com/en-us/b/office_365_technical_blog/archive/2011/11/09/cutover-exchange-migration-and-single-sign-on.aspx
STAGED EXCHANGE MIGRATION (SEM)
IT Pro Experience
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
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
Migration Flow
New BatchSwitch To Office365
Initial SyncLicense
Migration Flow New Batch Exchange
Online
MX Record:On Premise
Internet
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
Migration FlowAdmin Migration Reports
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
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
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
EXCHANGE MIGRATIONMAILBOX COPY ALGORITHM
IT Pro Experience
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
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
TROUBLESHOOTING TIPSIT Pro Experience
Troubleshooting
Scenarios PerformanceConnectivity Issues
Not Viable CA Cert Unable to set target address
User Content Not MigratedLarge MessagesBad Item
Troubleshooting PerformanceMigration Throughput
Internet
ExchangeOnlineOne knob to control them
all - MaxConcurrentMigrationsLimiting Factors
CPUMemoryDisk IONetwork Latency and Bandwidth
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
Troubleshooting PerformanceFix – Increase Concurrency
Internet
ExchangeOnlineIncrease the concurrency
to an acceptable levelConcurrency Max has been increased from 10 to 50
Troubleshooting PerformanceFix – Load Balance
Internet
ExchangeOnlineEnsure that batch contains
mailboxes from multiple source servers
Troubleshooting Connectivity
Troubleshooting Connectivity
Enter migration Admin credentials
Troubleshooting Connectivity
Troubleshooting Connectivity
Wrong External Hostname. Should have been semmigration.info
Troubleshooting Connectivity
Troubleshooting Connectivity
Ensure SAN name contains domain name, autodiscover name , internal domain name
Troubleshooting Connectivity
Troubleshooting ConnectivityUnable to Set TargetAddress
Are you migrating from Exchange 2010 or Exchange 2010 Sp1 with SSEM ? This is not supported
INBOX INBOX
Troubleshooting: User Content Not MigratedLarge Messages
Skipped Item Count +=1
Source Mailbox Target Mailbox
Max Email Message size is 25 MB
Troubleshooting: User Content Not MigratedBad Messages
INBOX INBOX
Source Mailbox Target Mailbox
Skipped Item Count +=1
Troubleshooting: User Content Not MigratedHow locate them
Troubleshooting: User Content Not MigratedHow locate them
Staged And Auto Discover
Unable to Auto discover user post migrating to cloud
Convert Mailbox ->MEU
Troubleshooting Internal ErrorsUse –Diagnostic Flag
Please provide this information to support
STEPS TO TAKE POST MIGRATION
End User Experience
End-User Experience – Outlook after Migration
End-User Experience – First logon
End-User Experience – Create new Profile
and Resync OST
Configuration Steps- Outlook RulesSometimes end users might need to edit the Outlook rules, RSS feeds, Outlook search folders, and quick steps
WHAT ISN’T AND IS MIGRATED?
IT Pro Experience
Not MigratedSecurity Groups
Not MigratedDynamic Distribution Lists (DDL)
Not MigratedDumpster 1.0
Not MigratedSend-As Permissions
Migrated
Office 365 Welcomes You!
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
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
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/
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
Evaluations
http://europe.msteched.com/sessions
Submit your evals online
© 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.