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Quest Migration Manager for Exchange (Dell)

Exchange migration with QMM - in 5 steps

In many of our Microsoft Exchange migration projects we use QMM for Exchange (Download below). We want to show you step by step how to handle a migration project like with QMM for Exchange.

The project procedure:

QMM-Exchange-Project-Start        QMM-Exchange-Project-End
QMM-Exchange-Planning QMM-Exchange-Preparations QMM-Exchange-Data-Migration QMM-Exchange-Profile-Migration QMM-Exchange-CleanUp

Planning

Before you start with the migration a proper planning and Management is necessary. First you create a concept for the new Exchange system and after that you build it.

Important factors in planning

  • Size of Mailboxes
  • Rollout planning
  • Employees who work together should be grouped for the rollout. This guarantees that all of them can access their data
  • Branch offices: Number of employees who can be rolled out at once. The performance of WAN connection should not affected.
    Shall the offline files (ost-file) of these employees be kept?
  • Employees with mobile clients, such as smart phones or tablets.
    Example: No switch if the employee is currently on a business trip
  • Archiving system in the source system:
    Do these files need to be migrated as well?

Licensing QMM for Exchange

If you plan your Exchange Migration with Quest Migration Manager you need to know the number of mail boxes you want to migrate. The license of QMM is based on this number.

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Preparations

Prior the migration as such, both Exchange organizations must be prepared.

Creating a migration account

You have to create one or more functional accounts to proceed the migration. These accounts need access permissions for:

  • Active Directory
  • Exchange organization


Decide the address policies in the target environment

QMM moves all exsiting E-Mail addresses into the target environment. But the target system However, the target system takes over stamping the primary e-mail address. For this reason, the address policies need to be created in the destination before the migration.


Connect the Exchange organizations

In huge environments, not all users can be switched simultaneously. Therefore the parallel operation of the source and destination organization is necessary. For this purpose define an additional proxy e-mail address defined for each organization. That way you ensure the e-mail routing between the two organizations.  Usually we choose @source.local and @target.local to clearly assign the addresses. These addresses must be registered as "acepted Domains". In addition, you have create SMTP connectors to allow routing between the two organizations.


Example for E-Mail Routing:

Email-Routing


AD synchronisation and mailbox creation

When configuring the AD sync a matching between the source and destination account is established. Depending on how these users have been created, different criteria can be used here. In most cases, the Exchange migration is preceded by a Active Directory migration. If you performed the AD migration with Quest Migration Manager for Active Directory, you can use the existing QMM database.

In case another tool was used, the SID History, the SamAccountName or the e-mail address can be used as matching attributes. During the creation of the matching the mailboxes are created in the target environment directly. Using the AD attribute "Target Address" a forwarding from the target to the source mailboxes is created (because the created mailboxes are not used yet). If a mailbox is later switched to the target organization, the forwarding will be automatically deleted and a reverse forwarding from the source to the target will be set.

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Data migration with QMM for Exchange

IMPORTANT: Before the start of the data synchronization all mailboxes and distribution lists must be created in the destination. Otherwise, it may happen that mailbox permissions can not be completely transferred.

Synchronisation of public folders

Many customers who have been working with Exchange for a long time still have public folders. Before you can get started with the mailbox migration, the synchronization of public folders must be set up. In most cases this synch is set up bi-directionally.

If the synchronization of public folders is running, you can create the jobs (collections) based on the rollout plan. Please take care that each collection can only be bound to one target database.

Mailbox migration in 2 collections (normal case)

  • Mailbox synchronisation without calendar data
    Synchronisation of mailbox data, no calendar data -> uni-directional
  • Calendar synchronisation
    Synchronisation of calender data -> bi-directional
    The big advantage is that calendar data is kept up to date in both environments
Mailbox-Synchronisation

If the mailbox data is synched you can set the collection to "switch" mode.

Sequence of a switch

  • Check the synchronisation status
  • Activate the target mailbox (delete target address)
  • Set up forwarding to the source mailbox (target addresse to alias@target.local)
  • Send an info mail to source and target mailbox
  • Send a hidden mail to the source mailbox
Exchange-Migration

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Profile migration

Is the mailbox successfully switched, the clients need to be changed as well. Smartphones and Tablets usually have to be switched manually. The way to do it is depending on the manufacturer.

Adjust Outlook client with EMWProf

For the Outlook client Quest provides the extra tool EMWProf to automatically adjust the Outlook profile. EMWProf searches the user's mailbox for the hidden mail, which is created during the switch. If this email is found, the Outlook profile on the target mailbox is changed.

We usually adapt this process to the environment of our customers. Our consultants optimize it depending on the different requirements.

Example:

QMM-Exchange -process

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CleanUp

If all mailboxes and clients are switched, the target Exchange Organistation should be cleaned up. It must not be left any permissions that were required for migration only.

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Contact and Download

You can download Quest Migration Manager for Exchange here. If you need assistance with your Exchange migration, we are happy to get your message or phone call.

 

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