This is the complete onboarding task flow for migrating mailboxes from IMAP systems to On-Premises Exchange.
Due to API limitations, IMAP migrations will only migrate mail items.
The MSPComplete section includes steps to deploy the Device Management Agent (DMA) to end users. Deploying DMA to end users is a prerequisite if you will be using DeploymentPro.
DeploymentPro can possibly be used to configure the Outlook profiles, however, it is not officially supported for use with Exchange.
- Note: DeploymentPro is included with the User Migration Bundle license. DeploymentPro cannot be purchased as a standalone service license, and it cannot be added to the single-use mailbox migration license. If you wish to remotely configure Outlook mail profiles using DeploymentPro after a migration, purchase the User Migration Bundle license.
We can only migrate mail items that are stored on the IMAP server. Verify that a copy of the mail remains on the server. If there is no mail on the IMAP server and it's stored in a local PST, use the PST migration process. If the data is stored in a local Outlook OST file (Outlook 2013 and Outlook 2016), export the mailbox to a PST and use the PST migration process.
This migration guide contains the necessary steps to perform the actual migration, but there are many steps to preparing for migration. If this is your first time performing a migration, we have created a Migration Planning & Strategy Guide to walk you through planning, set-up, and general migration best practices.
To discover what items are moved with MigrationWiz in this scenario, and which items will not be moved, see Moved Items. Note that these items will vary by source and destination, so check the proper environment listings carefully.
MigrationWiz is a migration tool, not a syncing tool. If changes are made at the source after migration, they will not sync to the destination, nor will changes made at the destination sync to the source. We do not have “live” monitoring of changes (as with a sync agent) and we cannot handle scenarios such as conflict resolution without user interaction.
MigrationWiz supports the capability to share migration projects across a Workgroup. When the Project Sharing feature is turned on, all Agents besides those who are Inactive can view all migrations projects. For more information, visit Project Sharing in MigrationWiz.
We are not able to support migrations with two-factor or multifactor authentication.
- There are many different versions of IMAP mail systems available. For this reason, we recommend running a trial migration on one or more mailbox(es) prior to the actual full migration project.
Note: Once the trial migration completes, check on the folder structure at the Destination to ensure that the directory structure is as desired. KB004671
Prepare the Source Environment
- Test connectivity to the IMAP server by going here. Fill in the form, and click the Test button.
- Export user list to a CSV file.
- Administrator accounts with at least read rights can export a user list.
- If you do not have an administrator account, you will need to ask your IMAP host to provide you with a complete user list, in CSV file format.
- This CSV file will be used to bulk add users into your MigrationWiz mailbox project.
Prepare the Destination Environment
- Set up user accounts.
- Create an admin account for migration that has full access permissions to all mailboxes. KB004725
Get-Mailbox -ResultSize Unlimited | Add-MailboxPermission -AccessRights FullAccess -Automapping $false -User MigrationWiz
- In the PowerShell script above, change the -User account to match the name of the admin account that was set up for migration.
- Any user account that is a part of the domain administrator, schema administrator, or enterprise administrator groups will not have any administrative rights to mailboxes, no matter how many permissions are granted. A security default of Exchange Server is to explicitly deny any user that is a member of these groups. This is why we recommend creating a new user account specific for migration.
- Set up a remote PowerShell session with Exchange 2010+. KB005111
- To manually grant administrative access for migration, execute the following PowerShell command in the Exchange PowerShell Console:
- Increase message size limits. KB004613
- Increase maximum accepted content length. KB004609
- Increase maximum receive message size. KB004532
- Increase maximum accepted request length. This is only valid if your Destination server is running Exchange 2007. KB004610
- Create the customer. KB005421
- Create the Source and Destination endpoints. KB005427
- Click EndPoints > Add Endpoint > Enter endpoint name > For endpoint type select IMAP.
- Server Name should follow format: imap.example.com
- Enter server port. As a general rule, the server port will be either 143 or 993 (if using SSL).
Note: If using SSL, checkmark the Use SSL box.
- Click EndPoints > Add Endpoint > Enter endpoint name > For endpoint type select Exchange Server 2003+
- Enter the OWA URL KB004392
- Click the Provide Credentials radio button, and enter the admin account credentials for the account that was set up under the "Prepare the Destination Environment" section of this guide.
- For the Source endpoint:
- For the Destination endpoint:
- Via Group Policy Object (GPO).
Note: This is the recommended methodology because no end user interaction is required. KB005412
- Via email. KB005411
- Launch DeploymentPro.
- Enter the Domain.
- Select the Destination endpoint.
- Checkmark the Auto-populate box.
- In the Client Interface Configurations section, upload your company logo and add supporting text.
Note: We strongly recommend doing this, because this is the logo and text that end users will see in a desktop pop-up when they are prompted to reconfigure their Outlook profiles. If you do not upload your own logo, the default BitTitan logo will be included instead.
- Save and continue.
- Go to All Products > Device Management, then click DeploymentPro on the far left and follow the prompts to launch.
- Select a customer from the list by clicking on the customer name.
Note: The status column will show enabled when a customer account has had DMA deployed.
- Configure the customer DeploymentPro module:
- Either select all users (by check-marking the box to the left of the Primary Email column heading) or select the individual users (by check-marking the boxes to the left of the user email addresses).
Note: DeploymentPro is included with the User Migration Bundle license. DeploymentPro cannot be purchased as a standalone service license, and it cannot be added to the single-use mailbox migration license. If you wish to remotely configure Outlook mail profiles using DeploymentPro after a migration, purchase the User Migration Bundle license.
- Click the Schedule Cutover button.
- Set the date and time for the Outlook profile configuration to occur, and click the Schedule Cutover button.
- The DeploymentPro module will install on user devices immediately and then run silently until this date.
- The profile cutover date should be set to a date and time that is shortly after MX record cutover
- Create the Mailbox Migration project. Read the How do I create a new migration project? article for more information.
- Add the accounts (also referred to as items) that will be migrated to the project. KB004842
- If you have an admin account on the Source IMAP system, the format will be as follows.
Note: Most IMAP systems do not support administrative credentials. Refer to KB004344 for a list of supported IMAP systems.
- Source Email: SMTP email address.
- Source Login Name: Consists of two combined names: the user name of the person whose email is being migrated, and the user name of the mailbox admin account. For example, for Exchange IMAP: Domain/Admin_UserName/User_UserName.
Important: To determine the correct format to follow for this value, refer to KB005830.
- Source Password: Enter the administrator's password.
- If you do not have an admin account, enter the Source Email addresses in the Source Email column, and checkmark the I don't know the login name and password for the Source mailboxes box.
Note: Users will then be requested to provide their credentials during the migration process.
- For the Destination, you only need to enter the Destination email address of each user.
- If you have an admin account on the Source IMAP system, the format will be as follows.
- Use Bulk Add, with a CSV file that contains your user list.
Note: If errors are listed in the MigrationWiz dashboard with the following error message: "Unexpected extra arguments to Examine Context: FolderNameWithQuote", then follow the steps below to add the support option flag
AllowQuoteInFolder=1at the item level, and run retry errors. KB005859
- Steps: Click the Edit Item icon to the right of the item that you wish to edit > Under the Support section, enter the support option:
AllowQuoteInFolder=1> Click Save Item > Select the line item in your MigrationWiz dashboard > Click Start > Retry Errors