UserActivation Project Checklist for Exchange migrations
- The Source system must be functional, mailboxes must exist, and EWS must be working.
- The primary SMTP email address specified for the Source can be resolved by Exchange to a user.
- Go through the UserActivation Training Guide. Review articles and make sure you have a plan for your migration.
- Inform users to split up folders larger than 5000 items.
- If multiple domains exist on the Source environment, make sure you start a project in UserActivation for each domain. Only add the users who have that domain as the primary to the corresponding project.
Prepare the Source Exchange environment
- Set up administrator account for migration on Source Exchange mailbox server.
- Test mailbox access.
- Configure the Exchange authentication method.
- Increase MAPI named property limits.
Prepare the Destination environment
- If you already have an Office 365 account, make sure you have valid administrative credentials available.
- If you do not already have an Office 365 account, UserActivation can automatically create one for you.
- Create your UserActivation project.
- Customize your project by completing all steps in the UserActivation project workflow.
- Notify users that their mailboxes will be moving to a new system.
- Purchase licenses and place your order.
Note: Once you place your order, UserActivation will kick off an automated process. You cannot go back and edit project settings once you click on Place Order.
MX Record Cutover
- You can select the option for UserActivation to make MX record and DNS changes, or you can select the option to change MX records manually.
Post-MX Record Cutover
- UserActivation will automatically run a delta pass migration.
- UserActivation will automatically Configure Outlook profiles for Office 365 through DeploymentPro. You can monitor the progress on the Project Dashboard.
- Once the project is complete, Remove administrative access from account that was set up for migration.