Office 365 Mailbox to Office 365 Groups Migration Guide

Introduction

This is the complete onboarding task flow for migrating mailboxes from one Office 365 tenant to another Office 365 tenant.

This migration scenario is useful if you want to migrate data from individual mailboxes into shared Office 365 Groups. This migration scenario only supports migration of mail items into the Office 365 Groups.

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.

Prepare the Source Environment

  1. Create an administrator account in Office 365 to be used for migration, or use the global admin account for the tenant. How do I create an administrator account in Office 365?
  2. Export the user list to a CSV file. This can be used when bulk-adding users to your MigrationWiz project later. You can copy and paste the user list into the Source Email column within your MigrationWiz project dashboard under Add > Bulk Add. Steps: From Office 365 admin portal > Users > Active Users > Export > Continue. 

Prepare the Destination Environment

  1. Create an administrator account in Office 365 to be used for migration, or use the global admin account for the tenant. How do I create an administrate account in Office 365?
  2. Create the Office 365 Group, if it doesn't already exist. Office 365 Groups can be created by either of these options:
  3. Manage group membership:
    • Add members to the Group using the Office 365 admin center.
    • Add members to be the administrators of the Group.
    • Add the migration administrator account as a member of the Group.
    • Promote the migration administrator account to be the administrator of the Group.

 

MSPComplete Steps

  1. Create the customer. View, Add, and Edit Your Customers
  2. Create the Source and Destination endpoints. View, Add, and Edit Your Customers
    • Click EndPoints > Add Endpoint > Enter endpoint name > For endpoint type, select Office 365.
    • Click the Provide Credentials radio button, and enter the admin account credentials.
      Note: This should be a global admin account. If creating a separate admin account for the purpose of migration, refer to the Office 365 section in How do I create an administrator account for login?.
    • Click EndPoints > Add Endpoint > Enter endpoint name > For endpoint type, select Office 365 Groups.
    • Enter the URL of the group into the URL field.
    • Click the Provide Credentials radio button, and enter the admin account credentials.
      Note: This should be a global admin account. If creating a separate admin account for the purpose of migration, refer to the Office 365 section in How do I create an administrator account for login?.
    • For the Source endpoint:
    • For the Destination endpoint:
  3. Purchase User Migration Bundle licenses. User Migration Bundle licenses allow multiple types of migrations to be performed with a single license. They also allow DeploymentPro to be used to configure Outlook email profiles. Refer to these articles for more information:

MigrationWiz Steps

  1. Create a Mailbox Migration project. Read the How do I create a new migration project? article for more information.
  2. Add the accounts (also referred to as "items") that will be migrated to the project. How do I add items to my migration project?
  3. Set the Project Advanced Options. Options and Advanced Options FAQ Note: Only mail items can migrate. The items can only be sent to the Group Inbox.
    • The following option is the most valuable for this migration scenario:
      • Under Filtering/Filter folders (RegEx) field, add ^(?!Inbox$)
        Note: This will migrate the Inbox > Inbox. Otherwise, you can add the following folder mapping: FolderMapping="^.*$->Inbox". This will migrate all folders to the Inbox.
  4. Run Verify Credentials. How do I verify credentials?
  5. Notify users that a migration is occurring. Send email to all users telling them the time and date of the migration.
  6. MX Record Cutover. Change over MX records on the DNS providers' portal. Also, include the AutoDiscover (CName) setting.
  7. Send email to end users to let them know what to expect for their Outlook profile reconfiguration. If using DeploymentPro, refer to How do I verify credentials? for some sample text and screen shots that can be included in this email.
  8. Full (Delta) pass: Select the users > Click the Start button from the top, select Full Migration > Select to migrate Mail only >Click Start Migration
  9. Run Retry Errors. How do I retry failed items?
  10. Look through the user list and click any red "failed migration" errors. Review the information and act accordingly.
  11. If problems persist, contact Support.
  12. Show users how to access the Office 365 Group; they will appear in their Outlook, under Groups.
  13. Click the pie chart icon in the MigrationWiz dashboard to receive an email containing all the project migration statistics.

 

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