Microsoft 365 Personal Archives to Microsoft 365 Personal Archives Migration Guide

This document will walk you through the environment preparation and MigrationWiz steps necessary to perform your migration from one Microsoft 365 Personal Archives instance to another Microsoft 365 Personal Archives instance. 

First 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.

Limitations

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.

App password usage and MFA/2FA are not supported for the admin account being used for this endpoint. 

The maximum individual file size supported by MigrationWiz is 60GB.

Items located in the root folder of the source primary mailbox are not migrated. Only items located in the source archive mailbox are migrated.

Important: If the In-Place Archive mailbox being migrated is more than 100 GB in size and auto-expanding archiving is enabled for the In-Place Archive mailbox in the destination tenant, the migration may take 30 days or more to complete due to the auto-expanding archiving process not making space available immediately in the destination archive mailbox when moving data. More information on how auto-expanding works with archive mailboxes can be found outlined by Microsoft here: Office 365: Auto-Expanding Archives FAQ
If you have additional questions, please contact BitTitan support.

Below is a list of items that will and will not be migrated. Note that these items frequently change, so review this list before any and all migration projects.

 

What items are and are not migrated?

Migrated

  • Inbox
  • Folders
  • Email
  • Contacts
  • Calendars
  • Tasks
  • Journals
  • Notes
  • Server-Side Rules
  • Folder Permissions
  • Post (when the destination is Exchange or Microsoft 365)
  • Calendar acceptance status emails
Not Migrated
  • Safe Sender/Block Lists
  • In-line images in Tasks


Authentication Requirements

Exchange Online EWS Authentication Requirements

The two options listed below apply to both the source and/or destination tenant when they are Exchange Online, in regards to Exchange Web Services (EWS) in mailbox, archive mailbox, and public folder projects. Select the option you wish to use for either your source or destination tenant. Use a Global Administrator for the configuration steps.

Important: Failure to perform the steps for one of the two required options for your Microsoft 365 endpoints, can result in failed jobs with 401 errors like the following in your project: Http POST request to 'autodiscover-s.outlook.com' failed - 401 Unauthorized


Regardless of the option selected, the administrator account being used for the project needs to be excluded from any MFA/2FA policies or Conditional Access policies that can block access for the administrator account. This requirement does not apply to the items or users being migrated in the project.

Of the two options available, the more recommended is the Modern Authentication option, as it is more secure. Configuring Modern Authentication to work with MigrationWiz and Exchange Online will be the default method by end of December 2022 due to Microsoft discontinuing support for Basic Authentication in Exchange Online. The following Microsoft documentation outlines this change in more detail. Should you have additional questions on how this change may impact your tenant, please contact Microsoft to assist with providing that information: Deprecation of Basic authentication in Exchange Online

Regardless of the option selected, the Azure Security Defaults must also be disabled in the tenant. (This is often enabled by default for all new Exchange Online tenants and there is no workaround for this requirement). For steps on where to enable/disable the Azure Security Defaults, see Enabling security defaults in the following Microsoft documentation. To disable, set Enable Security defaults to No: Security defaults in Azure AD

Basic Authentication Modern Authentication

BitTitan currently uses Basic Authentication by default for mailbox, archive mailbox, and public Folder migrations with Exchange or Exchange Online endpoints. The steps below do not apply to GCC or GCC High tenants. If electing to enable Basic Authentication for a GCC or GCC High tenant, a request will need to be manually submitted to Microsoft. The steps outlined below can also be found (with screenshots) here: Basic Authentication Deprecation in Exchange Online – September 2022 Update

Steps for enabling Basic Authentication in the tenant for Exchange Web Services

 

  1. Ensure you are signed into the O365 Admin Center as a Global Administrator.
  2. Click on the Help & Support icon (this is often a green icon on the lower right-hand corner of the O365 Admin Center page). This will open the Self-Help system. 

  3. In the search box under How can we help?, enter Diag: Enable Basic Auth in EXO

  4. Under Run diagnostics, click on Run Tests
  5. Once the diagnostic test completes, you will be given a dropdown list named Protocol to Opt Out

  6. From the dropdown list, select Exchange Web Services (EWS) and check the box for acknowledging the changes to be made.

  7. Click on Update Settings.

  8. After the settings have been implemented, it could take up to an hour before the settings take full effect in the tenant.

 

Prepare the Source Exchange Online Environment

If you have completed a mailbox migration project against this Source environment, these steps will already be complete. If not, create an administrator account in Microsoft 365 to use for this migration, or use the global admin account for the tenant. 

  1. Create an administrator account in Microsoft 365 to be used for migration or use the global admin account for the tenant.
  2. (Optional) Export a list of users from the source tenant. This will be used to import the users to be migrated into the migration project. You can find instructions to export a list of active users here: Microsoft 365 Reports in the Admin Center – Active Users. The report can be exported as a CSV. You can then edit the CSV to add or remove users as needed.

Prepare the Destination Exchange Online Environment

If you have already completed a mailbox migration project against this Source environment, these steps will already have been completed. If not, create an administrator account in Microsoft 365 to use for this migration, or use the global admin account for the tenant. 

Set up accounts

Set up accounts on Microsoft 365 and assign licenses. These can be created in several ways:


MSPComplete Steps

If you have already completed a mailbox migration project against this Source environment, these steps will already have been completed. The endpoints that were created for your mailbox migration project can be used for your in-place archive migration project.

Create Customer

  1. Click the Add button in the top navigation bar
  2. Click the Add Customer button on the All Customers page
  3. In the left navigation pane, select the appropriate workgroup and then click All Customers.
  4. Click Add Customer.
  5. Enter the new customer’s information in the Add Customer form. Primary Email Domain and Company Name are required. The rest are optional.
  6. Click Save.
  7. Repeat steps 1 through 4 for each customer you want to add. 

Purchase licenses

A User Migration Bundle license is required 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. For questions on licensing, visit MigrationWiz Licenses

To purchase licenses:

  1. Sign in to your BitTitan account. 
  2. In the top navigation bar, click Purchase.
  3. Click the Select button and choose User Migration Bundle licenses.
  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.

MigrationWiz Steps

Create a Migration Project

Create a Personal Archive Migration project.

  1. Click the Go to My Projects button.
  2. Click the Create Project button.
  3. Select Personal Archive Migration Project.
  4. Click Next Step.
  5. Enter a Project name and select a Customer.
  6. Click Next Step.

Endpoints

Endpoints are now created through MigrationWiz, rather than through MSPComplete. The steps for this section outline how to create the endpoints in MigrationWiz.

If you are selecting an existing endpoint, keep in mind that only ten endpoints will show in the drop-down. If you have more than ten, you may need to search. Endpoint search is case and character-specific. For example, Cust0mer will not show up if the search is customer. We recommend keeping a list of endpoints you have created, along with any unique spellings or capitalization you may have used.

You may either use existing endpoints (if ones for your mailbox project already exist) or create new ones.

To create a new endpoint: (Perform these steps for both the source and destination endpoints)

  1. Click New.
  2. Name the endpoint (It is highly recommended to create a unique name for your source and destination endpoints) 
  3. Under Endpoint Type, select the endpoint from the options below that corresponds with the type of Microsoft 365 tenant being used:
    • Microsoft 365 - (This is also used for GCC Commercial tenants)
    • Microsoft 365 (China)
    • Microsoft 365 (Germany)
    • Microsoft 365 (US Government) - (Use this for GCC High tenants only)
  4. Enter the administrator username and password in the fields. This should be the corresponding global admin or the admin created in the steps for preparing the source or destination. 
  5. Click Add. 
  6. Click Next Step.

Click Save and Go to Summary.

Add Users

Important

If the domain name is being migrated to the new destination tenant, it is strongly recommended that users in the migration project be migrated using the .onmicrosoft.com domain names for both the source and destination email addresses, rather than using the vanity domain.

To do this, you'll add the users using their Vanity Domain and once they're in the project, select all the users and click the Change Domains option in the menu to bulk change them to using the .onmicrosoft.com domain. 

Add the user accounts that will be migrated to the project. This may be done in several ways, depending on the size of the project. Steps for each option are in the accordion below, simply click to show the option you select and follow the guidance there.

Add Users

Add the user accounts that will be migrated to the project. This may be done in several ways, depending on the size of the project. Steps for each option are in the accordion below, simply click to show the option you select and follow the guidance there. The Autodiscover option is not available for this migration type.

Small Migrations:

For small migrations, it is easy to add users one at a time using the Quick Add option. The steps for this are below. 

Larger Migrations:

For larger migrations, we recommend either using the Bulk Add option.

Bulk Add uses a CSV containing the source and destination email addresses for the users to add the users to the project. If migrating only a specific group from a tenant, we recommend using the Bulk Add option.

Quick Add
This option allows you to add items one at a time. You have to enter an email address, login name, and password for each user if you didn't enter administrative credentials when setting up the project. You only have to provide an email address if you entered administrative credentials when setting up the project.
Bulk Add

MigrationWiz allows you to bulk import mailboxes into the system.

To import one or more mailboxes:

  1. Sign in to your MigrationWiz account.
  2. Select the Project for which you want to perform the bulk import.
  3. Click on Add.
  4. Click on Bulk Add.
  5. Follow the instructions on the page.

 

Set the Project Advanced Options 

The following options are the most valuable for this migration scenario:

  • Checkmark the Use impersonation at Source
  • Checkmark the Use impersonation at Destination
  • IMPORTANT: Set your preferred Destination. The default is to migrate into the primary mailbox, not the archive mailbox at the Destination. To change this, set Destination: Microsoft Office 365 > migrate to: Archive under the Source/Destination in the advanced options of the project.
  • If this is a large migration project, the value for Maximum concurrent migrations, under the Performance section, can be set to a very high value, e.g., 250. There is no limit for this value (for cloud to cloud migrations) if using impersonation.

Recipient Mapping

This is a required step for this type of migration. There are two variations of this option:

1) If the domain is remaining the same in the new destination tenant, use: "RecipientMapping=@sourcetenantname.onmicrosoft.com->@destinationdomainname.com" (replace @sourcetenantname and @destinationdomainname with your domains). 

2) If the domain is changing in the new destination tenant, use: "RecipientMapping=@sourcedomainname->@destinationdomainname" (replace @sourcetenantname and @destinationdomainname with your domains). 

The RecipientMapping above is just an example. Do not copy this verbatim. It needs to be changed to reflect the sourcetenantname.onmicrosoft.com account name and the customer Destination domain name.

More than one remapping expression can be used.

This is a very important step for Microsoft 365 to Microsoft 365 migrations. It ensures that archived email has the ability to be replied to after migration because it will be mapped to the new Destination domain name rather than using the old sourcetenantname.onmicrosoft.com account name (which will no longer be available, once the tenant is retired).

Run Verify Credentials

  1. ​Sign in to your MigrationWiz account​.
  2. Open the Project containing items you wish to validate​.
  3. Select the items you wish to validate.
  4. Click on the Start button in your dashboard.
  5. Select Verify Credentials from the drop-down list.

Once complete, the results of the verification will be shown in the Status section.​ 

Notify Users

Notify users that a migration is occurring. Send email to all users telling them the time and date of the migration.

Run Migration

For archive migrations, we recommend only running a Full Pass Migration, rather than following the Pre-Stage Migration strategy (typically used with mailbox migration projects).

Since the archive migration project is typically performed after the mailbox migration project has been completed (or at the same time), this guide does not include the steps for MX record cutover.

Full pass

  1. Select the users
  2. Click the Start button from the top
  3. Select Full Migration
  4. Click Start Migration

Run Retry Errors

Look through the user list and click any red "failed migration" errors. Review the information and act accordingly.

If problems persist, contact Support.

Request Statistics

Click the pie chart icon in the MigrationWiz dashboard to receive an email containing all the project migration statistics.

Was this article helpful?
1 out of 3 found this helpful