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Public Folder Migration Guide From On-Premises Exchange 2007+ to Microsoft 365

Welcome to the Public Folder Migration Guide From On-Premises Exchange 2010 SP1 or later to Public Folders on Microsoft 365 in a non-hybrid deployment. This document will walk you through the environment preparation and MigrationWiz steps necessary to perform your migration.

  We recommend reading through the complete guide before starting the migration to understand the process, timeline, and prerequisites. You will see notes called out throughout the guide; pay attention to these, as they may provide information to avoid migration failure.

 Complete each step in the order listed. If additional instructions are required, a link to a corresponding Knowledge Base article is provided.

MigrationWiz

 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 migration projects. For more information, visit Project Sharing in MigrationWiz.

Prerequisites

Please consider the information below before choosing this migration type.

Licensing

Purchase Public Folder licenses. To obtain an estimate of the number of Public Folder migration licenses required for your migration project, follow the directions in Estimating the Required Public Folder Migration License Count.

Purchase licenses Considerations

Purchase licenses by following the steps below.

  1. Sign in to your BitTitan account. 
  2. In the top navigation bar, click Purchase.
  3. Click the Select button and choose the license type you need.
  4. Enter the number of licenses you want to purchase. Click Buy Now.
  5. Enter a Billing address if applicable.
  6. Click Next.
  7. Review the Order Summary and enter a payment method.
  8. Click Place Your Order.

Limitations

Consider the following limitations when performing this type of migration.

  • We are not able to support migrations with two-factor or multifactor authentication.
  • App password usage, MFA/2FA, and ADFS are not supported for the migration admin account/service account being used by this endpoint.
  • Exchange Web Services (EWS) must be enabled in both the source and destination for this migration type.

  • BitTitan support does not offer post-migration guidance regarding the management and resolution of public folders on the source environment.

  • MigrationWiz does not migrate SMTP addresses for mail-enabled Public Folders. They can be exported and imported using the scripts supplied here: Migrating mail-enabled Public Folder email addresses. It is highly recommended to run the export script before migrating so you can ensure the CSV file created contains the proper information.

  • Before beginning your migration, review the path mail flow takes for entering your environment when mail is sent to mail-enabled public folders, and ensure the items will be delivered to the mail-enabled folders in Microsoft 365 once the migration is complete. MigrationWiz does not configure anything regarding mail flow, and assisting with mail flow issues is beyond the scope of BitTitan support can assist with.

  • Public Folder migrations can take some time to properly configure endpoints. We recommend configuring the project endpoints a week or more before the migration to ensure they are ready for use.

Migrated Items

Please click the bars below to check the migrated and non-migrated items. We are constantly working to create a better migration experience for you so these items may change over time.

What items are and are not migrated?

Public Folders can only be migrated to other public folders or shared mailboxes. We do not migrate Public Folders to individual user mailboxes or Microsoft 365 Group mailboxes or vice versa. Mail-enabled public folders are not supported for destination endpoints that are Exchange On-Premise and will need to be mail-enabled manually. For additional details about items that are and are not migrated from public folders, see our Migrated and Not Migrated Items article.

Exchange 2010 SP1+ & Microsoft 365

Migrated

  • Public Folders
  • Subfolders
  • User Permissions
  • Mail-Enabled Security Group Permissions (Default and Anonymous User Permissions are not supported)

Not Migrated

  • Rules

Not Migrated in any Exchange Instance

  • Email templates
  • Email flags (if the destination is G Suite)
  • Safe Sender/Block Lists
  • Mail Settings
  • Standalone documents stored in Mailbox Folders or Public Folders (Example: IPM.Document item types)
  • System Public Folders
  • StickyNote folders

Not Migrated in Exchange 2007: Public Folder Permissions

Special Considerations for this Migration

If your migration involves more than 1,000 public folders and/or more than 20GB of data, then there are additional steps that are required for a successful migration, and BitTitan Support will need to assist you. These steps are not required if your migration is smaller than that, and you may only require one or the other. Make sure you review these steps before beginning your migration.

Order of Operations

You must first successfully complete a Verify Credentials pass in your project before BitTitan Support can assist with these steps. Follow the steps starting at Prepare Source Environment through Run Verify Credentials below, then contact BitTitan Support. 

For Larger Migration Projects

Open a Ticket with BitTitan Support

Once you have completed the Run Verify Credentials step, open a ticket with BitTitan Support by following the instructions in How do I get support for your products? Make sure to include the following information in your ticket:

  • The subject of the ticket should be “Public Folder SPLIT or Mapping Scripts Needed”
  • Make sure to attach the folders.csv file to the ticket from the step above for migrating more than 1,000 folders if one is required.

If you have already submitted a ticket for another issue, simply add the new information to that existing ticket.

More than 1,000 folders (including sub-folders) More than 20GB of data

If migrating more than 1,000 folders in total (including sub-folders), the folders will need to be SPLIT into multiple line items in your MigrationWiz project. This process increases the efficiency of the migration in case there are specific folders that may cause issues during the migration, and to allow folders to be migrated in parallel line items instead of a single one. If you are migrating less than 1,000 folders for the project, this steps is not required.

  • First, run the following PowerShell command against your source Exchange server. This will generate a file called folders.csv that will be used to create the SPLIT project.
    Get-PublicFolder -Recurse -Resultsize Unlimited | select Identity | Export-Csv -Encoding Unicode C:\folders.csv
  • Once you have that CSV, follow these steps:
    • Open the folders.csv file and remove the folder paths for any folders that should not be included in the migration. After you have confirmed the folder paths listed in the folders.csv file are the ones to be migrated, save the file (do not change the encoding), attach the file to the ticket, and indicate this step has been completed. 
    • Once the folders.csv file has been used to create a secondary SPLIT project (it will have _SPLIT included in the name), this will be the project used to migrate your public folders moving forward.

SPLIT Folder Paths

Only folder paths present in the folders.csv file used to create the SPLIT project will be migrated. Any new folders added at the source after the creation of the SPLIT project will need to be manually added. For suggestions on working within this restriction, see Best Practices for migrating Public Folders.

Prepare the Source Environment

  1. Grant admin permissions
  2. Break up large folders (if required)

Grant Admin Permissions

Break up Large Folders

You will want to perform these tasks first before beginning your migration. If you are migrating more than 1,000 folders (including subfolders) and/or more than 20GB of data, break these folders up before contacting BitTitan Support.

  • Split up large Public Folders: if any source Public Folders contain more than 100,000 items (if Source = O365, Exchange 2010 or later), these should be split into multiple Public Folders as they can cause migrations to be held up with processing of the high number of items. Breaking up these folders can help with faster migration speeds. For more information, see Finding Public Folder Size for Migration. 
  • Any individual Public Folders that are over 20GB in size should be split up into smaller folders of 20GB or less. Failure to complete this step can negatively impact migration performance and speed.

Prepare Destination Environment

This guide presumes that your Microsoft 365 tenant and users have already been created, and licenses have been assigned to enable the user mailboxes in Microsoft 365. If not, stop here and complete the Microsoft 365 setup as necessary, then continue with the following steps.

  1. Confirm the destination administrator account has a Microsoft 365 license and an active mailbox.
  2. Meet Modern Authentication Requirements.
  3. Create the first Public Folder mailbox.
  4. Run PowerShell commands

Modern Authentication Requirements

The steps listed in the Obtain Client and Tenant ID Settings for Mailbox and Exchange Online Migrations section of the Authentication Methods Migrations KB apply to both the source and destination tenant when they are Exchange Online, in regards to Exchange Web Services (EWS) in mailbox, archive mailbox, and public folder projects. Use a Global Administrator for the configuration steps.

Please review the documentation before preparing the destination.

Create a Public Folder Mailbox

If you have not created the first Public Folder mailbox in the tenant, follow the steps below. The following steps need to be used to create the first public folder mailbox correctly (this will be the Primary Hierarchy mailbox) to use MigrationWiz for this project type. It would be best to have your MigrationWiz project already created for testing. Those steps can be found below.

Do not name the primary mailbox the same as any public folder mailbox
or database on the source On-Premise Exchange server.

 This step is required regardless of migration project size.

  1. Log in to the Microsoft 365 portal as the user in the migration project. Make sure the user is an administrator. (You can easily tell, as there will be an Admin tab present in the upper right menu). If the user is not an admin, then assign the user the global admin role.
  2. From the Admin tab, select Exchange. Click on the Public Folder option in the left panel. Click on the Public Folder Mailboxes topic in the top menu.
  3. Create the first public folder mailbox (this will become the primary).
  4. Once the first public folder mailbox is created, click on Public Folders and then ... . Add the destination administrator account being used in the project as the Owner. If there is a box for applying the permissions to sub-folders, make sure it is checked before saving.
  5. Create a test public folder in the administrator UI where you just added the permissions.
  6. Set DefaultPublicFolderMailbox so that the destination administrator account mailbox being used is pointing at the newly created public folder mailbox in the destination tenant using the following PowerShell command:
    Set-Mailbox –Identity migrationwiz@domain.onmicrosoft.com –DefaultPublicFolderMailbox 365PFMBX

      Replace migrationwiz@domain.onmicrosoft.com with the destination admin account being used and 365PFMBX with the name of the public folder mailbox you just created.

  7. If logged into Microsoft 365 with a destination administrator account being used in the project, then log out.
  8. After 15-30 minutes, log back into Microsoft 365 with the destination admin account and open its OWA mailbox.
  9. Attempt to add the test folder created in step 5 as a favorite in OWA. This is done by right-clicking on Favorites or Folders.
  10. If step 9 is successful, attempt to Verify Credentials in the public folder MigrationWiz project by selecting your line item and then select Verify Credentials from the Start Menu.
  11. If the Verify Credentials pass fails, walk through the above steps again to ensure you did not miss a step. If it continues to fail, contact BitTitan Customer Support.

 You will need more than one public folder mailbox if migrating over 20 GB of data. See Large Migration Steps for more details.

PowerShell Commands

After all public folder mailboxes that are required for this migration have been created, you will want to increase the maximum send and receive limits and increase the individual public folder size quotas for migration. Run the following PowerShell commands in the destination tenant:

Set-OrganizationConfig -DefaultPublicFolderProhibitPostQuota Unlimited -DefaultPublicFolderIssueWarningQuota Unlimited

Get-Mailbox -PublicFolder | Set-Mailbox -PublicFolder -MaxReceiveSize 150MB -MaxSendSize 150MB

MigrationWiz Steps

The following steps will be performed in MigrationWiz.

  1. Create project
  2. Create endpoints
  3. Add items
  4. Run Verify Credentials
  5. Set Advanced Options
1. Create project 2. Set endpoints 3. Add items 4. Run Verify Credentials

Create a Public Folder migration project. Read the MigrationWiz Projects article for more information on project types and troubleshooting.

  1. Click the Go to My Projects button.
  2. Click the Create Project button.
  3. Select Public Folder as the migration type.
  4. Click Next Step.
  5. Enter a Project name and select a Customer.
  6. Click Next Step.

Advanced Options

Important 

The advanced option steps listed below should be followed in the order that they are entered as they are required for this migration scenario.

Support Tab

  • RemoveFilterBasedOnFolderType=1 This support option is required if Public Folders contain items other than mail, such as calendar and contact items. This option stays in place for the entire migration process.

Default Options for Microsoft 365 Endpoints

By default, some fields are view-only. In other words, you cannot edit or remove them from the support options page. To edit them, you need to edit the source or destination endpoint of your project.

Among these default options, you can find ModernAuthClientIdExport, ModernAuthTenantIdExport, ModernAuthClientIdImport, and ModernAuthTenantIdImport. 

The support options above are required when configuring your endpoint.

Warning

You cannot update the default Advanced Options, in case you try to modify or add new ones the following message arises.
Duplicate Support Option.png

Source/Destination Tab

Under Source/Destination, set the value for Migrate Permissions For from New Folders Only to New folders and existing folders. This is required because Public Folder mapping scripts have been created. See Migrating Public Folder Permissions

Performance Tab

  • Set value for Licensing/Maximum licenses to consume per item per pass licensing count. Default = 1 This allows up to 10GB to be migrated. Example: If migrating all Public Folders, using the forward-slash ( / ), and the total data size = 78GB, then increase this value to 8 (otherwise the migration will pause at 10GB). See MigrationWiz Licenses.
  • Set your Preferred Region of the Destination Tenant. For the most optimum migration speeds, select the Data Center that is closest to your Microsoft 365 destination tenant. Refer to MigrationWiz - General - FAQ. 

Perform Migration

You will now begin your migration. This will occur in multiple phases. Each migration pass has additional required advanced options and will be submitted as a Full Migration. Each pass must be completed successfully before moving on to the next migration pass.

  1. First migration pass
  2. Second migration pass
  3. Security group permissions migration pass
  4. Mail-enabled public folders
1. First pass 2. Second pass 3. Permissions pass 4. Mail-enabled public folders

First Migration Pass Steps

The first migration for this scenario usually takes more time to complete than the subsequent passes, and completes the following tasks:

  • Folder and file/item discovery
  • Migrate user folder permissions if a match can be found. For more information on the requirements for migrating user permissions, see Migrating Public Folder Permissions
  • Mail-enabling of migrated folders for any found as mail-enabled at the source

Additional Advanced Options

Set first pass Project Advanced Options (this is considered your pre-stage pass as the older items will be migrated first).

Public folders are generally much larger than individual mailboxes. This means that the migration will run for a longer period and that there is more possibility of errors during migration due to simple connection problems, maintenance issues, or other intermittent, infrequent problems. These intermittent problems cause MigrationWiz to focus only on the first part of the data (e.g., the first 25GB) because every time MigrationWiz starts a (Full/Delta Pass) migration, it has to check if any of the items have changed or have not been previously migrated. To avoid this, follow the steps below.

Support Tab

  • MaintainWatermarkCompletionState=1 

Filtering Tab

  1. Select By Date.
  2. Check box Only migrate items older than the specified date.
  3. Set date range (month, day, hour, minute) for items to migrate. We suggest migrating items older than six months. Dates will be calculated by the most recent modification date.

Perform the First Migration Pass

Perform the first pass for items older than 6 months by running a Full Migration from the Start menu. 

Post-Migration

Request the migration statistics. Click the bar chart icon on the MigrationWiz dashboard to receive an email containing all the project migration statistics. 

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