The following instructions are designed to assist you in migrating from Exchange/Microsoft 365 Online Archive.
Please make sure that the following prerequisites are complete before continuing onto the CloudM Migrate setup.
System Requirements (Self-Hosted)
Environment
- 64 bit Operating system: Windows Server 2016+ (Clean build recommended)
- Microsoft .NET Framework 4.8
- Recommended system specification - Primary Server:
- 3GHz 8 Core Processor or better
- 200+GB Disk space
- 16+GB Memory
- Recommended system specification - Secondary Server(s):
- 3GHz 4 Core Processor or better
- 100GB Disk space
- 8+GB Memory
If you are looking to complete a 'large migration' (a migration of more than 25,000 users or 10 million objects), refer to the following articles for additional considerations:
- Large Migration Infrastructure
- Running SQL Server or Redis on an Independent Server
- Existing SQL Server Database Configuration
If you are storing Drive document mappings and running a large migration, contact the support team.
Required ports
Primary and Secondary servers will communicate with the source and destination platforms, and the CloudM Migrate licensing platform using HTTP/HTTPS. Therefore ports 80 and 443 will need to be open between these environments
The URLs accessed for the license server are as follows.
- portal.thecloudmigrator.com
- tracker.cloudm.io
- migratortracker-hrd.appspot.com
There is also the following to consider:
- SQL server runs on TCP 1433 and UDP 1434 - SQL server needs to be installed and set to TCP or UDP on the Primary/SQL Server. For information on setting the TCP to 1433, refer to this following article.
- Redis runs on port 6379
- gRPC on the below TCP ports. Note: It is possible to customise these ports when installing via Command Line using the instructions here: Installing / Upgrading from the Command Line
30061 (Primary Service)
30062 (Secondary Service)
30063 (Results Logs Service) - All of Google's API endpoints are listed here: https://support.google.com/a/answer/60764
- All Microsoft 365 URLs and IP address ranges are listed here: https://docs.microsoft.com/en-us/microsoft-365/enterprise/urls-and-ip-address-ranges?view=o365-worldwide
CloudM Migrate Hosted
CloudM Migrate Hosted makes migration as simple as possible. There are no system requirements or installation, you can simply access the Hosted migration platform and configurations are pre-provisioned. See here for more information.
Source Platform Prerequisites
The following prerequisites are for migrations that use Modern Authentication as the Authentication Method. Modern Authentication is the recommended method as Basic Authentication is being deprecated.
- Ensure that you have an Admin User in your Azure AD account. The Global Admin Role is recommended, but not mandatory. Please note that Multi Factor Authentication must be disabled for the specified admin accounts when migrating Microsoft Teams.
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Ensure that a Test User has a license with a mailbox.
Destination Platform Prerequisites - Microsoft 365
The following prerequisites are for migrations that use Modern Authentication as the Authentication Method. Modern Authentication is the recommended method as Basic Authentication is being deprecated.
- Ensure that you have an Admin User in your Azure AD account. The Global Admin Role is recommended, but not mandatory. Please note that Multi Factor Authentication must be disabled for the specified admin accounts when migrating Microsoft Teams.
- Ensure that a Test User has a license with a mailbox.
Source Platform Settings - Exchange/Microsoft 365 Online Archive
Choose Exchange/Microsoft 365 Online Archive as the migration source and enter your Exchange/Microsoft 365 Online Archive settings into CloudM Migrate and then click next.
- Admin Username - The email address of a Global administrator within your Microsoft 365 environment.
- Domain Name - The domain name of your Microsoft 365 environment, this might be the part after the @ in your administrator email address. If migrating from several different domains, several migrations will be needed.
- Test Username - A non-admin user who is already present in the system.
- PFX Certificate Path - The certificate generated by following the setup steps for Modern Authentication.
- PFX Certificate Password - The PFX certificate password chosen when creating the modern authentication app registration.
CloudM Migrate will now perform a small connection test to verify that the details you have entered are correct. If this fails you may have entered something incorrectly. If you are failing to resolve the issue please contact CloudM Support via the chat icon.
Destination Platform Settings - Exchange/Microsoft 365 Online Archive
Choose Exchange/Microsoft 365 Online Archive as your destination platform.
Enter information for your admin account.
- Admin Username - The email address of a Global administrator within your Microsoft 365 environment.
- Domain Name - The domain name of your Microsoft 365 environment, this might be the part after the @ in your administrator email address. If migrating from several different domains, several migrations will be needed.
- Test Username - A non-admin user who is already present in the system.
- PFX Certificate Path - The certificate generated by following the setup steps for Modern Authentication.
- PFX Certificate Password - The PFX certificate password chosen when creating the modern authentication app registration.
CloudM Migrate will perform a connection test against your O365 domain to verify that everything has been entered correctly.
If you are on a Small Business or Kiosk plan and need to use delegated access to migrate from Microsoft 365 then you need to make an advanced settings change. Click Advanced Settings and under the Account Details section select Credential Method and change it to Delegated Access.
Select which items to migrate
It's now time to add which items you'd like to migrate.
To add the items from that you want to migrate from your source platform to your destination platform, select Add items to migrate drop down menu and click on one of the following options:
- Get Items from source - Get a full list of all items in the source platform.
- Bulk add / import items - Upload a CSV file to bulk add users.
- Add User/Resource/ Group/Shared Drive/Team Site/Microsoft Team etc.- Manually add an item of the selected item type.
Selecting a Star next to any specific user or users will prioritize their migration. When a migration starts, threads will be assigned to any starred user first so that their migration can start immediately.
At this point you can choose what to migrate for each user, you can migrate Mail, Contacts, Calendars, Tasks, Classic Sites, Notes and Channels.
Enter your user's full email address within the Export Name field. If you have already created your Microsoft 365 users, then you will just need to enter their username.
Select how much content to migrate
CloudM Migrate lets you decide how much content to migrate to your domain by specifying required date ranges.
If you are changing your email address as part of the migration you can verify that the domain names are correct here. You can also specify specific Address Replacements in the respective section of the advanced settings.
Environment Scan
Environment Scan allows you to plan and prepare your migration by performing analysis of your source file and mail environment and reporting important information such as item counts, data volume, permissions, and folder depth.
Reports are produced which can be exported and analysed. Using the information provided you can estimate your migration's duration more accurately, and address any potential issues before your migration even begins.
Selecting Scope of Scan
Items
Depending on your source platform, you can choose to scan files, emails, or both sets of items.
- Leaving the Report on File Permissions setting unchecked will speed up the Environment Scan process.
- In order to include Report on File Permissions in the process, you will need to check this setting AND enable Document Sharing (or a setting related to document sharing) in the Source Platform settings. If either is not enabled, the Environment Scan will not scan or report on File Permissions.
Users
Your CloudM Migrate userlist is used to define the scope of the scan. You can choose to scan all accounts from your list, or restrict the scan to users selected for migration.
How to run an Environment Scan
After entering your source and destination server settings, populating your userlist, and configuring your settings, you will be prompted to run an environment scan. It is optional, but recommended for file platforms.
Click Start and then confirm by selecting Start Environment Scan on the pop-up box to begin the scan. CloudM Migrate will connect to your source environment and capture file and / or mail information. This can take up to several hours, depending on the amount of data present.
Once the scan completes, the data is reported on the Environment Scans page and can be exported to file, using the Export Scan Results option.
Start your migration
To begin your migration, select Start.
Review your migration results
During the migration process, CloudM Migrate will report back in real time exactly who is being migrated and the items being processed. All you now need to do is sit back, relax and wait for your migration to complete.
Check the progress of your migration.
Once complete you can download a full report for your migration.
Delta Migrations
CloudM Migrate supports delta migrations of all migration types. To run a delta migration after the first pass, simply start the migration again. Already processed mailbox items will be skipped, and file items will be checked for changes and re-migrated if updated since the previous run. More info: