Rules and permissions can only be migrated from Exchange Server 2010+ (or Office 365). This is due to API limitations in earlier versions of Exchange.
Additionally, your migration Destination must be Exchange Server 2010+ (or Office 365).
Rules will appear as an option when the Source is set to Exchange 2003+, but can only actually be migrated from Source servers that are Exchange Server 2010 and later, running SP1+. The reason for this slightly confusing User Interface setting is that we have bundled all Exchange Server versions into the one Source option: Exchange 2003+. This is to simplify choosing your Source environment within our UI.
Specifically, for Exchange server 2010+, running SP1+, here is how rules and permissions are handled:
- We migrate server-side rules. We do not migrate client-side rules.
- Exchange migrations only migrate the permissions of system folders by default. System folders include folders like "Inbox", "Sent" and "Trash". However if the customer wants to migrate permissions for all folders, they can use advanced option “MustMigrateAllPermissions=1".
- We migrate folder permissions but not delegate/sharing permissions, which means that "Send As" and "Send On Behalf Of" permissions are not migrated.
- Folder permissions are those permissions that are granted at each individual folder level within a mailbox. These can be set from within a mailbox, by right-clicking on the folder, selecting Properties, clicking on the Permissions tab, and defining the Permissions there.
- Delegate permissions are set from Tools/Options/Delegates. These are not migrated, and so will need to be reset, post-migration.