M365/Hosted Exchange/On-Premise to M365
Before starting your migration project, make sure you have setup both M365 using the configuration guides. Ensure that both tenants have passed their connectivity tests with no errors.
TABLE OF CONTENTS
Standard Pre-stage Migration
There are multiple approaches available to migrating data with CloudM Migrate. The following approach will pre-stage email and documents older than 30 days as a batch. This will be followed by a Delta Sync to migrate recent data after your DNS cutover for a complete lossless migration.
This approach eliminates user confusion from recent items being moved as they are created and categorized during normal business. The result will be a more accurate account of recent changes on the destination and less user support.
CloudM Migrate doesn’t duplicate emails or documents. Once an email is migrated it is not moved again or updated on the destination even if it has changed on the source. Documents are not duplicated, but maybe overwritten based on either the Creation Date or Modified Date.
On Step 3 on the left, select the Add items to migrate for options on how to collect targeted items to migrate from Google. The following options will be available:
- Get items from source - This is fetch where CloudM Migrate will attempt to list all supported items within scope.
- Bulk add/import items - Provide CloudM Migrate a CSV of targeted items.
- Add User - Add a specific user to the project.
- Add Resource -
- Add Public Folder
- Add M365 Group
- Add Team Site
- Add Microsoft Team
Scanning the Source
It’s recommended to perform a scan against your M365 source environment to proactively look for problems. While in CloudM Migrate select Step 5 on the left and then select Start. Depending on the size of the environment this can take some time to complete. When complete select Export Scan Results to download a zip of the scan results.
The important files to check are the FileScanReport.html and MailScanReport.html. Users that have items errors are highlighted in red. Important errors to look for are:
- Path contains too many characters. These can be corrected before the migration or use the Truncate Folders and Files option which is on by default and set the Orphaned Items Folder field to a target folder name.
- Dead User Objects. Files owned by non-existent accounts.
- External File Shares. Items CloudM Migrate cannot migrate as they are external to the environment.
Address Replacement for Different Alias
If there is a need to change the alias on the M365 destination to fit a new naming convention this can be accomplished using the Export items button. This will export the user list to a CSV and you can change the ImportName column value by user to the new alias naming convention.
Once the CSV has been updated to the new naming convention, re-import it into CloudM Migrate by using Add items to migrate and then selecting Bulk add/import items. This will overwrite the current user list and now show the new alias under the ImportName column.
If the aliases are changing the CSV will also need to be uploaded to preserve permission mapping. Make a copy of the CSV and remove all columns besides ExportName and ImportName. Go to Step 4 and expand the Advanced Settings. Select the Address Replacement tab and import the CSV to the Address Replacements (.csv) field.
Same Vanity Domain
If the vanity domain on the source M365 tenant needs to be moved as well to the destination tenant. Mailboxes on the destination will retain their onmicrosoft.com domain address. After MX cutover the domain can be switched on the destination mailboxes via Powershell.
Creating the First Batch
It’s recommended to wait at least 24 hours post-provisioning the destination before you start migrating data as replication for the tenant can take some time.
There are multiple methods for manipulating item lists. For this guide, Select the Filter option and then select Users. Select all users in scope on using the first column header. Validate all the item types are selected in the right most columns.
Select Create Batch and name the Batch “Prestage”. For Batch Configuration Type select disable migration items.
Date Ranges for the First Batch
Select Step 4 and validate the source and destination domains are correct. Change the dates on the right set of columns to be 30 days before the current date.
Select Next, Skip the Environment Scan and Select Start to begin execution against the batch.
Once the first batch is completed a DNS cutover can be scheduled. After a successful and validated cutover the Delta Sync can be started to sync all recent data.
It’s recommended to use the longest stretch of off-peak hours available. This will greatly speed up the Delta Sync as less new mail is inbound and SharePoint throttling is reduced.
Return to Step 4 change the date listed in the right set of columns to 50 years in the future.
Start the migration.
Statistics and Summary
After starting the migration, you’ll have the option to view progress and export a summary by selecting Start and then selecting View Progress. Select More Statistics to see a complete summary by item type for your current batch.
To export a report of the migration for record keeping select Projects in the left navigation. Select Item Progress and then select the orange User progress link. By selection the top and right most orange button a file of item success by user can be downloaded.
Migration Enhancement Features
CloudM Migrate has several feature to enhance the migration, these can be configure before migrating based on desired results or to fit requirements.
Moving Attachments to OneDrive
There are several features for manipulating attachments while migrations are inflight. This includes removing attachments from the emails and replacing them with OneDrive links to the former attachments. Migrated documents can also optionally be shared with the recipients of the original email. This can dramatically shrink mailboxes on the destination.
Unsupported Data Types for Migration
- Calendar: Notifications such as invitations, cancellations, etc.
- Mail: Copies of emails which exist in multiple folders will only be migrated once, from the first folder in which they are found. For all other folders, they will be skipped as Already Exists. This may result in whole folders contents not being migrated.
- Mail: Items that do not match folder types such as calendar responses within a mail folder.
- Mail: Custom items that do not inherit from the core system types. These are items which are not true email, calendars, contacts, journals, mail, notes, or tasks.
- Mail: Server-based Distribution Lists.
- Mail: Dynamic Distribution Lists.
- Mail: Non-Delivery Report/Receipt (NDR) or Delivery Status Notification (DSN).
- Mail: Personal Messaging Resource Management (MRM) Tags.
- Mail: Outlook Quick Steps.
- Mail: Color-coding for categories.
- Settings: Client-side rules are not migrated. Client-only rules do not execute until the user who created the rules logs into the Outlook client with the same profile used to create the rule.
- Settings: Server-side rules are not migrate, these include rules created by a user within the Outlook Web App or via the Exchange Admin Center.
- Settings: Linked mailboxes such as described in Technet. For linked mailboxes, Exchange creates a disabled user account in the local forest that is used as a stand-in for the foreign account. CloudM Migrate can migrate linked mailboxes only if the mailbox is accessible via web access (OWA/EWS).
- Contacts: Pictures that have been added within a Business Card, under Contacts. Note: Pictures are included in the migration for the migration scenarios with high fidelity, e.g., for Exchange to Office 365, and Office 365 to Office 365.
- Settings: Delegation - This is an EWS limitation, the setting cannot be exported.
- Contacts: Contact categories.
- Contacts: Group ACLs.
- OneDrive: Direct/Individual link sharing
- InfoPath Forms
- RSS feeds
- SharePoint: Creation date gets changed to the “date of migration” date
- SharePoint: Document history
- SharePoint: Version history
- SharePoint: Direct/individual shareable links cannot be migrated to Google Drive. For more information about shareable links see here.
- SharePoint: Site logos and customizations
- SharePoint: Task lists
- SharePoint: Custom tasks
- SharePoint: News feed
- SharePoint: Versioning
- SharePoint: Metadata