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. Complete each step in the order listed. Links to corresponding Knowledge Base articles are provided.

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.

To see what items are included in the migration, see What items are migrated with MigrationWiz? and What items are not migrated with MigrationWiz?

MigrationWiz is a migration solution (not a synchronization solution) and will NOT propagate updates, deletes, or moves of the items previously migrated in the first migration pass because 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.

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. KB004948
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. KB004948
2. Create the Office 365 Group, if it doesn't already exist. Office 365 Groups can be created by either of these options:
• Opening Outlook Web Access / Outlook On The Web. See the Microsoft support article "Create and navigate a group".
• Using PowerShell, using the New-UnifiedGroup command. Read the Microsoft support article "Use PowerShell to manage Office 365 Groups" for more information.
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.
• Follow the instructions in this Microsoft support article "Manage Group membership in the Office 365 admin center" to:

MSPComplete Steps

1. Create the customer. KB005421
2. Create the Source and Destination endpoints. KB005427
   • 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 KB004725.
   • 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 KB004725.
• 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:
   • How do I purchase licenses?
   • Migration License Types
   • Apply User Migration Bundle licenses to the Customer's Users 

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. KB004842
3. Set the Project Advanced Options. KB004834
   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. KB004511
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 KB005799 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. KB004938
9. Run Retry Errors. KB004658
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. KB004529
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. KB004626