IMAP to Office 365 Migration Guide

​​​​​​​​Starting an IMAP to Office 265 migration

This is the complete onboarding task flow for migrating mailboxes from IMAP systems to Office 365. Due to API limitations, IMAP migrations will only migrate mail items.

The MSPComplete section includes steps to deploy the Device Management Agent (DMA) to end users. Deploying DMA to end users is a prerequisite if you will be using DeploymentPro.

We recommend that you use DeploymentPro to reconfigure the Outlook profiles in this migration scenario if end users are using Microsoft Outlook as their email client.

DeploymentPro is included with the User Migration Bundle license. DeploymentPro cannot be purchased as a standalone service license, and it cannot be added to the single-use mailbox migration license. If you wish to remotely configure Outlook mail profiles using DeploymentPro after a migration, purchase the User Migration Bundle license.

We can only migrate mail items that are stored on the IMAP server. Verify that a copy of the mail remains on the server. If there is no mail on the IMAP server and it's stored in a local PST, use the PST migration process. If the data is stored in a local Outlook OST (Outlook 2013 and Outlook 2016), export the mailbox to a PST and use the PST migration process.​​

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.

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. 

We are not able to support migrations with two-factor or multifactor authentication. 

 

Prerequisites

There are many different versions of IMAP mail systems available. For this reason, we recommend running a trial migration on one or more mailbox(es) prior to the actual full migration project. Once the trial migration completes, check on the folder structure at the Destination to ensure that the directory structure is as desired. KB004671

 

Prepare the Source Environment

  1. Test connectivity to the IMAP server, by going here. Fill in the form, and click the Test button.
  2. Export the user list to a CSV file.
    • Administrator accounts with at least read rights can export a user list.
    • If you do not have an administrator account, you need to ask your IMAP host to provide you with a complete user list, in CSV file format.
    • This CSV file will be used to bulk add users into your MigrationWiz mailbox project.

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. Set up accounts on Office 365 and assign licenses. These can be created in several ways:
  3. Prepare the tenant to send and receive large mail items. KB005139

MSPComplete Steps

  1. Create the customer. KB005421
  2. Create the Source and Destination endpoints. KB005427
    • For the Source endpoint:
      • Click Endpoints > Add Endpoint > Enter endpoint name > For endpoint type select IMAP.
      • Server Name should follow the format: imap.example.com
      • Enter the server port. As a general rule, the server port will be either 143 or 993 (if using SSL). If you are using SSL, check mark the Use SSL box.
    • For the Destination endpoint:
      • Click Endpoints > Add Endpoint > Enter endpoint name > For endpoint type select Office 365 > fill in required fields.
  3. Purchase licenses. We recommend that you purchase the User Migration Bundle license for this migration scenario. 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:
  4. Deploy DMA to users. Once DMA has been deployed to users, check the Users tab in MSPComplete®. This will be populated with the user accounts that have DMA installed. DMA can be deployed by either of these options:
    • Via Group Policy Object (GPO). This is the recommended methodology because no end user interaction is required. ​KB005412
    • Via email. KB005411

1. HealthCheck for Office 365 Steps

To begin the HealthCheck, go all All Products > Device Management, click on HealthCheck for Office 365 on the far left and follow the prompts to launch.

  1. Select a customer from the list by clicking on the customer name. The status column will show enabled when a customer account has had DMA deployed.
  2. Review results. If any computers have a red X on their row, you should review the detailed results by clicking on the pie chart in the far right-hand part of the row.
  3. Include upgrading action items and costs in your Statement of Work.
  4. Perform remediation steps.

2. DeploymentPro Steps

Launch DeploymentPro:

    • Go to All Products > Device Management, click on DeploymentPro on the far left and follow the prompts to launch.
    • Select a customer from the list by clicking on the customer name. The status column will show enabled when a customer account has had DMA deployed.
    • Configure the customer DeploymentPro module:
    • Enter the Domain.
    • Select the Destination endpoint.
    • Checkmark the Auto-populate box.
    • In the Client Interface Configurations section, upload your company logo and add supporting text. We strongly recommend doing this, because this is the logo and text that end users will see in a desktop pop-up when they are prompted to reconfigure their Outlook profiles. If you do not upload your own logo, the default BitTitan® logo will be included instead.
    • Save and continue.
  1. Activate DeploymentPro module for users. 
    • Either select all users (by putting a checkmark in the box to the left of the Primary Email column heading) or select the individual users (by putting a checkmark in the boxes to the left of the user email addresses). DeploymentPro requires licenses to be purchased before it can be used. User Migration Bundle licenses include DeploymentPro. 
    • Click the Schedule Cutover button.
  2. Schedule the profile cutover date.
    • The DeploymentPro module will install on user devices immediately and then run silently until this date.
    • The profile cutover date should be set to a date and time that is shortly after MX record cutover.
  3. Set the date and time for the Outlook profile configuration to occur, and click the Schedule Cutover button.
  4. On the profile cutover date, users will be guided through the reconfiguration of their Outlook profile.

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
    • Source:
      • If you have an admin account on the Source IMAP system, the format will be as follows.
        Note: Most IMAP systems do not support administrative credentials. Refer to KB004344 for a list of supported IMAP systems.
        • Source Email: SMTP email address.
        • Source Login Name: Consists of two combined names: the user name of the person whose email is being migrated, and the user name of the mailbox admin account. For example, for Exchange IMAP: Domain/Admin_UserName/User_UserName. To determine the correct format to follow for this value, refer to KB005830.
        • Source Password: Enter the administrator's password.
      • If you do not have an admin account, enter the Source Email addresses in the Source Email column, and checkmark the I don't know the login name and password for the Source mailboxes box. Users will be requested to provide their credentials during the migration process.
    • Destination:
      • For the Destination, you only need to enter the Destination email address of each user.
  3. Set the Project Advanced Options. KB004834
    • Set to use impersonation at Destination. Checkmark the Use impersonation at Destination box. KB004727
  4. Run Verify Credentials. KB004511
  5. Notify users that a migration is occurring. Send an email to all users telling them the time and date of the migration.
  6. Pre-Stage pass: Select the users > Click the Start button from the top, and select Pre-Stage Migration > Under the Migration Scheduling section, from the drop-down list, select 90 days ago > Click Start Migration. KB004938
  7. MX Record Cutover. Change over MX records on the DNS provider's portal. Also, include the AutoDiscover (CName) setting.
  8. Send an 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 screenshots that can be included in this email.
  9. Full (Delta) pass: Select the users > Click the Start button from the top, select Full Migration > Click Start Migration. KB004938
  10. Run Retry Errors. KB004658
    • Steps: Click the Edit Item icon to the right of the item that you wish to edit > Under the Support section, enter the support option: AllowQuoteInFolder=1 > Click Save Item > Select the line item in your MigrationWiz dashboard > Click Start > Retry Errors
    • If errors are listed in the MigrationWiz dashboard with the following error message: "Unexpected extra arguments to Examine Context: FolderNameWithQuote", then follow the steps below to add the support option flag AllowQuoteInFolder=1 at the item level, and run retry errors. KB005859
  11. Look through the user list and click any red "failed migration" errors. Review the information and act accordingly.
  12. If problems persist, contact Support. KB004529
  13. If not using DeploymentPro, users must create new Outlook profiles, and set up their signatures again, and reattach any PST files that were attached to their previous profile.
  14. Click the pie chart icon in the MigrationWiz dashboard to receive an email containing all the project migration statistics. KB004626

 

 

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